Project 3. Top Down Design In Context. Below are the desired outcomes and usage competencies based upon the completion of this Project.

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1 Assembly Modeling with SolidWorks Project 3 Below are the desired outcomes and usage competencies based upon the completion of this Project. Project Desired Outcomes: 2AXIS-TRANSFER Assembly. PLATE-B Part. Usage Competencies: Ability to create assemblies with multiple configurations. An understanding of In Context methods as a Top Down Design assembly modeling approach. Ability to create, Lock and Redefine External references. Configurations for the GUIDE- CYLINDER, SLIDE-TABLE and 2AXIS-TRANSFER Assemblies. Knowledge to develop and incorporate assembly configurations at various levels. Ability to create and modify Mates related to Configurations. PAGE 3-1

2 Assembly Modeling with SolidWorks Notes PAGE 3-2

3 Assembly Modeling with SolidWorks Project 3 Project Objective Create the 2AXIS-TRANSFER Assembly. Design the PLATE-B Part in context of the GUIDE-CYLINDER and SLIDE-TABE Assemblies. Create configurations for the following SMC assemblies: GUIDE-CYLINDER. SLIDE-TABLE. Create configurations for the new 2AXIS-TRANSFER Assembly. Project Situation The 2AXIS-TRANSFER Assembly is the second sub-assembly for the 3AXIS-TRANSFER Assembly. Develop the second sub-assembly. The 2AXIS-TRANSFER Assembly combines the GUIDE-CYLINDER Assembly and the SLIDE-TABLE Assembly. The SLIDE-TABLE Assembly vertically lifts the GRIPPER two fingers 100mm. The GUIDE-CYLINDER Assembly moves 100mm horizontally. The SLIDE-TABLE Assembly cannot be fastened directly to the GUIDE-CYLINDER Assembly. Design the PLATE-B Part as an interim part to address this issue. GUIDE-CYLINDER Assembly SLIDE-TABLE Assembly Create the configurations for the GUIDE-CYLINDER, SLIDE- TABLE and 2AXIS-TRANFER sub-assemblies to represent physical positions. 2AXIS-TRANSFER Assembly PAGE 3-3

4 Assembly Modeling with SolidWorks Project Overview Develop the 2AXIS- TRANSFER Assembly. The 2AXIS-TRANSFER Assembly consists of the following items: GUIDE-CYLINDER Assembly. PLATE-B Part. SLIDE-TABLE Assembly. SHCS. GUIDE-CYLINDER Assembly PLATE-B Part SLIDE-TABLE Assembly 2AXIS-TRANSFER Assembly PLATE-B is a new part developed in context of the GUIDE-CYLINDER Assembly. Create two configurations for the GUIDE-CYLINDER Assembly. The GUIDE-CYLINDER Configurations are named Normal and Extended. Normal Extended GUIDE-CYLINDER Configurations Create two configurations for the SLIDE-TABLE Assembly. The SLIDE- TABLE Configurations are named Normal and Extended. Normal Extend ed SLIDE-TABLE Configurations PAGE 3-4

5 Assembly Modeling with SolidWorks Combine the GUIDE-CYLINDER Normal Configuration and Extended Configuration with the SLIDE-TABLE Normal Configuration and Extended Configuration to create the following four 2AXIS-TRANSFER Configurations: 1. Normal-Normal. 2. Normal-Extended. 3. Extended-Normal. 4. Extended-Extended. The GUIDE-CYLINDER Configuration is listed first, followed by the SLIDE-TABLE Configuration. Create the fifth 2AXIS-TRANSFER Configuration named Fastener. SHCS are unsuppressed in the Fastener Configuration. SHCS are suppressed for the other four configurations. Normal-Normal Normal-Extended Extended-Normal Extended-Extended 2AXIS-TRANSFER Configurations Fastener 2AXIS-TRANSFER Configurations PAGE 3-5

6 Assembly Modeling with SolidWorks Top Down Design Assembly Modeling Approach In the Top Down Design assembly modeling approach, major design requirements are translated into assemblies, sub-assemblies and components. You do not need all of the required component design details. Individual relationships are required. There are two methods to begin a Top Down Design Assembly approach: Method 1: Start with a Layout Sketch in the assembly. Method 2: Start with a component in the assembly. Use Method 2 in this project. Use Method 1 in Project 6. All major components are positioned based upon a 2D sketch. Relationships between sub-assemblies must be maintained for proper fit. Delivery Station Layout Sketch Use Method 2 for the PLATE-B Part. Develop the PLATE-B Part with an existing component in the GUIDE- CYLINDER Assembly. The PLATE-B Part contains In Context Relations. An In Context Relation is a reference between a sketch entity in a part and an entity in another part. Relations that are defined in context are listed as External references. In Context relations and External references are powerful tools in the design phase. Begin with an empty part and utilize existing components in the assembly. Determine the geometric and functional requirements of the part. PAGE 3-6

7 Assembly Modeling with SolidWorks Assembly modeling techniques with in context features requires practice and time. Planning and selecting the correct reference and understanding how to incorporate changes are important. Explore various techniques using In Context Mates and External references developed in context of another part. Assembly Modeling Techniques with In Context Mates: 1. Plan the Top Down Design method. Start from a Layout sketch or with a component in the assembly. 2. Prepare the references. Utilize descriptive feature names for referenced features and sketches. 3. Utilize InPlace Mates sparingly. Load all related components into memory to propagate changes. Do not use InPlace Mates for purchased parts or hardware. 4. Group references. Select references from one component at a time. 5. Ask questions! Will the part be used again in a different assembly? If the answer is yes, do not use In Context Mates. If the answer is no, use In Context Mates. 6. Will the part be used in physical dynamics or multiple configurations? If the answer is yes, do not use In Context Mates. 7. Examine how to redefine External references. Use List References and Lock References to locate and protect geometry. Existing references do not update in a locked state. Locate the locked references. Create new references for the sketch and the feature. 8. Reduce the size of the FeatureManager. Hide Update Holders for in context features. 9. Work in the Edit Part mode to obtain the required external references in the assembly. Create all non-referenced features in the Part, not in the assembly. 10. Obtain knowledge of your company s policy on In Context Mates or develop one as part of an engineering standard.. Note: Using the Break All command causes External references from updating. Note: The Break All command is not utilized in this project. The authors prefer other techniques based upon experience. PAGE 3-7

8 Assembly Modeling with SolidWorks SolidWorks Tools and Commands The following SolidWorks Assembly tools are utilized in this project: Hide/Show Component Suppress Edit Component Mate Smart Mate Move Component Rotate Component Other SolidWorks tools and commands are utilized in this project: Insert Component, New Part SolidWorks Tools and Commands: Convert Entities InPlace Mate Update Sketch Edit Part List External References/Lock All Fix/Float Section view Short cut key Component Properties Rigid/Flexible Solve as Referenced Configurations Copy/Paste Sketch Hide Sketch Display/Delete Relations Add Configuration Component pattern Add Relations Tools, Measure Hole Wizard Edit Toolbox Definition PAGE 3-8

9 Assembly Modeling with SolidWorks Create the 2AXIS-TRANSFER Assembly Create a assembly called 2AXIS-TRANSFER Assembly. Determine the specific features required to create the PLATE-B Part using the Top Down Design assembly approach. PLATE-B is created as a new part, in context with the GUIDE-CYLINDER Assembly. 1) Close all documents. Click Window, Close All. Create the 2AXIS-TRANSFER Assembly. 2) Click File, New. Select MY-TEMPLATES. Click the ASSEMBLY-MM-ANSI icon. Click OK. 3) Save the Assembly. Click Save. Select DELIVERY-STATION- PROJECT for Save in: file folder. Enter 2AXIS-TRANSFER for File name. Enter 2AXIS-TRANSFER ASSEMBLY for Description. Click Save. 4) Set the System Property to select a custom templates. Click Tools, Options, System Options, Default Templates. Click Prompt the User to Select Document Template. Click OK. 5) Open SolidWorks Explorer within SolidWorks. Click Tools, SolidWorks Explorer. Click Browse. Click GUIDE-CYLINDER from the SMC\MGPM file folder. Right-click on the GUIDE-CYLINDER assembly name. Click Open file in SolidWorks. The Hide All Types view option is activated by default in the Large Assembly Mode. Deactivate the Large Assembly Mode and uncheck Hide All Types to display reference geometry. Display the Reference Geometry. 6) Deactivate the Large Assembly Mode. Click Tools. Uncheck Large Assembly Mode. 7) Display the Origin. Click View. Uncheck Hide All Types. Click View, Origin. PAGE 3-9

10 Assembly Modeling with SolidWorks Add the Base Component. 8) Insert the GUIDE-CYLINDER Assembly. Click Tile, Horizontal. Drag the GUIDE-CYLINDER assembly icon to the assembly Origin of the 2AXIS-TRANSER FeatureManager. Press the H key to Hide All types (Planes, Origins, Axis). Minimize the GUIDE-CYLINDER Assembly. Maximize the 2AXIS-TRANSFER Assembly. Click Isometric. GUIDE-CYLINDER 2AXIS TRANSFER ASSEMBLY Rotate the GUIDE-CYLINDER Assembly. 9) Remove the Fixed state. Right-click the GUIDE-CYLINDER Assembly from the 2AXIS-TRANSFER FeatureManager. Click Float. 10) Click the GUIDE-CYLINDER Assembly icon from the FeatureManager. Rightclick Move Component from the Graphics window. Right-click Rotate Component from the Graphics window. Select By Delta XYZ from the Rotate drop down list. Enter 90 for Y. Click Apply. Click OK. 11) Fix the component to the Assembly Origin. Right-click the GUIDE-CYLINDER Assembly from the 2AXIS-TRANSFER FeatureManager. Click Fix. 12) Expand the GUIDE-CYLINDER. Right-click the MGPTube Part in the Graphics window. Click Hide Component. PAGE 3-10

11 Assembly Modeling with SolidWorks 13) Expand the MGPRod Part. Click Plus. Click Shaded. Click the right face of the Plate in the Graphics window. The Plate Extruded feature is highlighted in the FeatureManager. The four MountHoles2 positions required for the PLATE-B Part are displayed. Insert the new PLATE-B Part. 14) Click Insert, Component, New Part. Select the PART-MM-ANSI Template. Select DELIVERY- STATION-PROJECT for Save in: file folder. Enter PLATE-B for the file name. Enter PLATE B for Description. Click Save. 15) The Component Pointer is displayed on the mouse pointer. The PLATE-B component is empty and requires a sketch plane. Click the right face of the MGPRod Part in the FeatureManager. The sketch plane of the component is Mated with the right face of the MGPRod Part. The InPlace1 Mate is created. Sketch1 is the active sketch. The Edit Part icon is active. PAGE 3-11

12 Assembly Modeling with SolidWorks Components added in context of the assembly automatically receive an InPlace Mate within MateGroup1. The InPlace Mate is a Coincident Mate created between the PLATE-B Front Plane and the MGPRod front face. The PLATE-B Part is fully defined by the InPlace Mate. No additional Mates are required to position the PLATE-D Part. The PLATE-B Part is added to the FeatureManager with an InPlace1 (GUIDE-CYLINDER, PLATE-B) Mate. The system automatically selects Edit Part when a new component is inserted. The PLATE-B text appears in the FeatureManager. The PLATE-B text is displayed in red. The red color indicates that the part is actively being edited. The right face of the MGPRod Part is the current Sketch plane. The current sketch name is Sketch1. The name is indicated on the current Graphics window title. Example: Sketch1 of PLATE-B - in- 2AXIS-TRANSFER. PLATE-B is the name of the component created in context of the 2AXIS- TRANSFER Assembly. The system automatically selects Sketch. External references to the GUIDE-CYLINDER Assembly are created in Sketch1 with the Convert Entities Sketch tool. The Update Sketch1 entry in the PLATE-B placeholder is listed at the bottom of the FeatureManager. Create the Extrude Base for the PLATE-B Part. 16) Create Sketch1. Convert existing outside edges. Click the right face. Click Convert Entities. 17) Hold the Ctrl key down. Select the four MountHole2 circles. Click Convert Entities. Release the Ctrl key. 18) Extrude Sketch1. Click Insert, Base, Extrude from the Main toolbar. Enter 15 for Depth. Click OK. PAGE 3-12

13 Assembly Modeling with SolidWorks 19) The name of PLATE-B is displayed in red. The PLATE-B Part is edited in context of the 2AXIS-TRANSFER Assembly. Return to the 2AXIS-TRANSFER Assembly. 20) Right-click Edit Assembly 2AXIS- TRANSFER in the Graphics window. 21) Right-click PLATE-B in the Graphics window. Click View Mates. The Inplace1 Mate lists the component references; GUIDE-CYLINDER<1> and PLATE-B<1>. 22) Display the MGPTube Part. Right-click MGPTube from the FeatureManager. Click Show Component. 23) Display the Feature Toolbar. Click View, Toolbar, Feature. 24) Save the 2AXIS-TRANSFER Assembly. Click Save. Review External references in PLATE-B. 25) Open PLATE-B. Right-click PLATE-B in the Graphics window. Click Open PLATE-B. 26) The -> symbol indicates that there are External references for the PLATE-B Part. Right-click PLATE-B. Click List External Reference. The External Reference list contains the Feature, Data, Status, Reference Identity and Feature Component. All External references are defined. Click OK. PAGE 3-13

14 Assembly Modeling with SolidWorks Three types of External references are created for the PLATE-B Base-Extrude Sketch1. Convert Face is created when you select the sketch plane. Convert Edge and Arc is created when you select Convert Entities in Sketch1. The External references are listed in the Data column. Convert Face. Convert Edge. Arc. There are four Convert Edge references. The four Convert Edge references are created during Convert Entities of the MGPRod s right face. The four Convert Edge references are: 1.) Bottom Horizontal Line. 2.) Right Vertical Line. 3.) Top Horizontal Line. 4.) Left Vertical Line. There are four Arc references. The four Arc references are created during the Convert Entities of the four MountHoles2 circles. PAGE 3-14

15 Assembly Modeling with SolidWorks Hole Selection Four 10mm fasteners are required to mount the PLATE-B Part to the GUIDE- CYLINDER Assembly. Should the holes be counter bored? Answer: No. The holes are too close to the edge of the PLATE-B Part. Examine the SLIDE-TABLE Assembly to determine the fastener type. Are additional holes required to mount the SLIDE-TABLE Assembly to PLATE- B? Answer: Yes. Add two additional holes. Utilize an External reference to determine the location for the additional holes. SLIDE-TABLE PLATE-B SHCS Hide the GUIDE-CYLINDER Assembly. 27) Press Ctrl-Tab to return to the 2AXIS-TRANSFER Assembly. Hide the GUIDE- CYLINDER Assembly. Right-click GUIDE-CYLINDER in the Graphics window. Right-click Hide Components. PLATE-B is displayed. Note: Do not suppress the GUIDE-CYLINDER Assembly. The Mates will be suppressed and the GUIDE-CYLINDER Assembly is no longer constrained. Open the SLIDE-TABLE Assembly. 28) Open SolidWorks Explorer within SolidWorks. Click Tools, SolidWorks Explorer. Click Browse. Click SLIDE-TABLE from the SMC\MXS25L- 100B file folder. Click Open. 29) Right-click the SLIDE-TABLE assembly name. Click Open file in SolidWorks. PAGE 3-15

16 Assembly Modeling with SolidWorks There are two major SLIDE-TABLE Parts: 1.) MXSL-Body. MXSL-Table 2.) MXSL-Table. MXSL-Body Determine the SLIDE-TABLE/MXSLBody Part Thru Hole locations. 30) Hide the SLIDE-TABLE/MXSL-Table Part. Right-click SLIDE-TABLE/MXSL- Table in the FeatureManager. Right-click Hide Components. 31) View the Hole locations. Right-click the SLIDE-TABLE/MXSLBody Part in the FeatureManager. Click Set to Resolved. Double-click the ThruHoles on the MXSLBody. Expand the MXSLBody to view the ThruHole sketch. Double-click the ThruHoles Sketch from the FeatureManager. The 6.6mm holes are spaced 35mm apart and 32mm from the MXSLBody Top face. Click BodyThruHole4 and BodyThruHole5 to display the Thru Hole feature. BodyThruHole 4 and BodyThruHole 5 32) Display the SLIDE-TABLE/MXSL-Table Part. Right-click the SLIDE- TABLE/MXSL-Table in the FeatureManager. Right-click Show Components. 33) Display an Isometric view. Click Isometric. Minimize the use of External references from multiple parts. Multiple part references lead to problems in higher levels of the assembly, or if additional sub-assemblies are created for other projects. PAGE 3-16

17 Assembly Modeling with SolidWorks Utilize BodyThruHole 4 and BodyThruHole 5, closest to the bottom face. Create two M6 Cbore Holes in the PLATE-B Part that correspond to the ThruHoles position in the MXSLTable. No External references are created. Do not create new features in an assembly if no External references are required. Create new features in a Part. Work in a Part. A Part is less complex than an Assembly. Rebuild time is quicker in a part than in an Assembly. Add Cbore Holes to the back face of the PLATE-B Part. 34) Open the PLATE-B Part. Click Window, PLATE-B. 35) Click the Back view. Click the back face above the Origin. Click the HoleWizard. Click the Counterbore tab. Create Cbore Hole 1. Select ANSI Metric for Standard. Select Socket Head Cap Screw for Screw Type. Select M6 SHCS. Select Through All for Depth. Click Next. Cbore Hole1 is displayed in orange. Orange is a preview color. 36) Create a Cbore Hole2. Click a position below the Top plane, aligned with the Origin. The center point of Cbore Hole2 is displayed in blue. Note: Blue indicates that dimensions and relations are required. 37) Add a Vertical relation. Right-click Select. Hold the Ctrl key down. Click the Hole1 center point, Hole2 center point and the Origin. Click Vertical. Release the Ctrl key. 38) Add a Symmetric relation. Click Centerline. Sketch a horizontal centerline from the Origin to the midpoint of the right vertical line. Right-click Select. Hold the Ctrl key down. Click the centerline, Hole1 center point and Hole2 center point. Click Symmetric. Release the Ctrl key. PAGE 3-17

18 Assembly Modeling with SolidWorks 39) Click Dimension. Add a vertical linear dimension between the Hole1 center point and the Hole2 center point. Enter 35. The hole center points are fully defined. Click Finish. 40) Click Isometric. The Cbore Holes are created from the back face. 41) Save the PLATE-B Part. Click Save. 42) Return to the 2AXIS-TRANSFER Assembly. Click Window, 2AXIS-TRANSFER. The message, Models contained within the assembly have changed. Would you like to rebuild the assembly now? Click Yes. PLATE-B changed by adding two Cbore Holes. The 2AXIS-TRANSFER Assembly contains the PLATE-B Part. Update the 2AXIS-TRANSFER Assembly to reflect the two new Cbore Holes. Update the 2AXIS-TRANSFER Assembly. 43) Right-click the GUIDE- CYLINDER Assembly. Click Show Components. 44) View the Cbore Hole in the 2AXIS-TRANSFER Assembly. Click the Front assembly plane. Click View, Display, Section View. Flip the view direction. The Cbore Holes are on the back face of the PLATE- B Part. PAGE 3-18

19 Assembly Modeling with SolidWorks Section views of components create access to hidden faces and edge. Create a Short Cut key, S to invoke Section view. 45) Create a Short Cut key for the Section view. Click Tools, Customize, Keyboard. Select View for Categories. Select Section View for Commands. Enter S for Press new shortcut key. Click the Assign button. Click OK. 46) Display the full view. Press the S key. The Section view dialog box is displayed. Display the Full view. Click OK. S 47) Save the 2AXIS-TRANSFER Assembly. Click Save. Insert the SLIDE-TABLE Assembly. 48) Click Window, Tile Horizontal. Drag the SLIDE- TABLE assembly icon into the 2AXIS-TRANSFER Assembly. Click a position in front of the PLATE-B Part. Maximize the 2AXIS- TRANSFER Assembly. 49) Right-click the SLIDE-TABLE Assembly in the Graphics window. Right-click Move Component. 50) Right-click Rotate Component. Click a position for the SLIDE-TABLE Assembly in front of the PLATE-B Part. Position a component in its approximate orientation before creating a Mate. Hide components when not required. Do not suppress the GUIDE-CYLINDER Assembly. Suppressing components suppresses Mates. The GUIDE- CYLINDER Assembly is free to rotate and translate. MXSL-Body MXSL-Table PAGE 3-19

20 Assembly Modeling with SolidWorks There are many holes on the MXSL-Body Part. What holes do you assemble to PLATE-B? Answer: The two bottom holes on the MXSL-Body Part. Investigate the physical behavior of the SLIDE-TABLE Assembly. What part moves and what part is static? The MXSL-Table Part linearly translates and the MXSL-Body Part is fixed. Assemble the SLIDE-TABLE Assembly to the PLATE-B Part. Select BodyThruHole4 and BodyThruHole5 from the MXSL-Body Part. Hide the GUIDE-CYLINDER Assembly. Hide the Components that are not required. 51) Select the component to hide. Expand the SLIDE- TABLE Assembly. Click the Plus icon. Hold the Ctrl key down. Click MXSL-Table. Click the GUIDE-CYLINDER Assembly in the FeatureManager. Right-click Hide Components. Release the Ctrl key. 52) Pin the View Orientation dialog box. Create a New view. Hold the Shift key down. Press the Right Arrow key. Release the Shift key. Click New View. Enter Back Iso for view name. Click OK. Create three Smart Mates. 53) Create the first Smart Mate. Right-click SmartMate. Doubleclick the SLIDE-TABLE MXSL- Body back face. Click Isometric from the pinned View Orientation dialog box. Click the PLATE-B front face. The Coincident1 Mate is created. 54) Create the second Smart Mate. Click Isometric from the pinned View Orientation dialog box. Double-click the bottom BodyThruHole5 conical face. Click Back Iso from the pinned View Orientation dialog box. Click the bottom PLATE-B Cbore conical face. PAGE 3-20

21 Assembly Modeling with SolidWorks 55) Create the third Smart Mate. Double-click Isometric from the pinned View Orientation dialog box. Doubleclick the BodyThruHole4 conical face. Double-click Back Iso from the pinned View Orientation dialog box. Click the top PLATE-B Cbore conical face. Click OK. 56) Save the 2AXIS-TRANSFER Assembly. Click Save. Fasteners Two different lengths of fasteners are required for the 2AXIS-TRANSFER Assembly. Insert two M6x1.0 SHCS fasteners between the PLATE-B Part and the SLIDE-TABLE Assembly. Insert two M6x1.0 SHCS fasteners between the PLATE-B Part and the GUIDE-CLYINDER Assembly. Create an assembly-sketched pattern for the fasteners. Inserting fastener components simulates the assembly process in manufacturing. Assemble the PLATE-B Part to the SLIDE-TABLE Assembly. Add two M6x1.0 SHCS between the PLATE-B Part and the SLIDE-TABLE Assembly. 57) Display the Top view. Click Top. 58) Measure the thread length distance. Click Tools, Measure. Click the inside edge of the PLATE-B Cbore Hole. Click the bottom edge of the hole. The Delta X distance is Utilize a 50mm thread length for the SHCS. PAGE 3-21

22 Assembly Modeling with SolidWorks 59) Rotate PLATE-B. Click the top Cbore hole. Right-click Zoom to Select. 60) Insert a M6 SHCS. Click the Toolbox/SE Browser from the bottom of the FeatureManager. 61) Insert the first SHCS. Drag the Cap (B18.3.1M) icon into the assembly Graphics window. Release the mouse pointer on the top CBORE face. The Socket Head Cap Screw Properties dialog box is displayed. Enter M6 for Size. Enter 50 for Length. Click OK. The SHCS is positioned into the CBORE Hole with Concentric and Coincident Mates. Cbore for M6x1.0 SHCS1 62) Insert the second SHCS. Drag the Cap (B18.3.1M) icon into the assembly Cbore for M6x1.0 SHCS2 Graphics window. Release the mouse pointer on the bottom CBORE face. The Socket Head Cap Screw Properties dialog box is displayed. The values are the same as the previous SHCS. Click the Use Existing button. Click OK. Two instances of the M6x1.0x50 SHCS have been added to the FeatureManager. The B18.3.1Mx6x1.0x50Hex SHCS<1> is the first instance. The B18.3.1Mx6x1.0x50Hex SHCS <2> is the second instance. Each time you insert a SHCS, the instance number is incremented. Your instance numbers may be different if a SHCS was deleted. 63) Hide the SLIDE-TABLE Assembly and M6 SHCS. Hold the Ctrl key down. Click SLIDE-TABLE, B18.3.1Mx6x1.0x50Hex SHCS <1>, B18.3.1Mx6x1.0x50Hex SHCS<2> from the FeatureManager. Right-click Hide Components. Release the Ctrl key. 64) Display the GUIDE-CYLINDER Assembly. Right-click GUIDE-CYLINDER, Show Components. 65) Save the 2AXIS-TRANSFER Assembly. Click Save. PAGE 3-22

23 Assembly Modeling with SolidWorks The 2AXIS-TRANSFER Assembly requires four M10 SHCS to fasten the PLATE-B Part to the GUIDE-CYLINDER Assembly. What is the required thread length? Use a 30mm thread. The 25mm SHCS thread does not provide the min. engagement of 75% for the MGPRod Plate hole. 25MM Length 30MM Length Modify the SHCS. Utilize Edit Toolbox Definition. Create a Local Assembly Pattern that corresponds to the MountHoles2 positions. Add one M10x1.5 SHCS to PLATE-B. 66) Insert an M10x1.5 SHCS. Click the Toolbox/SE Browser of the FeatureManager. from the bottom 67) Drag the Cap (B18.3.1M) icon into the Assembly Graphics window. Release the mouse pointer on the top edge of the lower left hole. The Socket Head Cap Screw Properties dialog box is displayed. Enter M10 for Size. Enter 25 for Length. Click OK. 68) Click the Front face. Press the S key to display the Section view. Enter 8 to display the Section view with the hole and fastener. 69) Modify the length. Right-Click SHCS M10x25<3>. Click Edit Toolbox Definition. Enter 30 for Length. Click OK. 70) Display the Full view. Press the S key. PAGE 3-23

24 Assembly Modeling with SolidWorks Create a Local Pattern. 71) Expand the GUIDE-ROD Assembly. Expand the MGPRod Part. Double-click MountHoles2. Record the dimensions between the holes. The Local Assembly Pattern of the M10 SHCS requires the 130mm and 40mm dimensions. Identify the location of the pattern. The pattern is located at the top level of the 2AXIS-TRANSFER Assembly. The SHCS fastens PLATE-B to the GUIDE-CYLINDER Assembly. Create a Local Assembly Pattern. 72) Select the B18.3.1Mx10x1.5x30Hex SHCS from the FeatureManager for the seed component. Click Insert, Component Pattern. Click Define you own pattern (Local). Click the horizontal edge for First Direction. Enter 130 for Spacing. Enter 2 for Instances. Click the vertical edge for Second Direction. Enter 40 for Spacing. Enter 2 for Instances. Click Finish. PAGE 3-24

25 Assembly Modeling with SolidWorks 73) Expand the SLIDE-TABLE Assembly. Right-click the SLIDE-TABLE. Click Show Component. There is a visual interference between the lower right fastener and the SLIDE-TABLE Assembly. What is the solution? Utilize the second set of MGPRod M6 holes, named MountHoles. 74) Delete the M10 SHCS and Local Pattern. Hold the Ctrl key down. Click M10 SHCS and LocalPattern1 in the 2AXIS- TRANSFER FeatureManager. Press the Delete key. Release the Ctrl key. Create two M6 holes. 75) Hide the SLIDE-TABLE and the GUIDE-CYLINDER/MGPTube. Hold the Ctrl key down. Click the SLIDE-TABLE and the GUIDE-CYLINDER/MGPTube in the FeatureManager. Click Hide Components. Release the Ctrl key. 76) Edit PLATE-B in context of the 2AXIS-TRANSFER Assembly. Right-click PLATE-B in the FeatureManager. Click Edit Part. The PLATE-B Part name is displayed in red. 77) Click the Right view. Create the plane for the first hole. Click the PLATE-B face. Click Hole Wizard. Select the Cbore tab. Select ANSI Metric for Standard. Select Socket Head Cap Screw for Screw Type. Select M6 for Diameter. Select Through All for Depth. Click Next. 78) Display the hidden lines. Click Hidden Lines Visible. PAGE 3-25

26 Assembly Modeling with SolidWorks 79) Position the second M6 hole center point. Drag the mouse pointer over the right MGPRod/MountHole circumference. The center point of the right MGPRod/MountHole is displayed. Click the right MGPRod/MountHole center point. 80) Add a Concentric relation. Hold the Ctrl key down. Click the first hole center point and the left MGPRod/MountHole. The hole center points are fully defined. Click Concentric. Release the Ctrl key. Click Finish. 81) Display the M6 Cbore Holes. Click Isometric. 82) Return to the 2AXIS-TRANSFER Assembly. Right-click Edit Assembly:2AXIS-TRANSFER in the Graphics window. 83) Save the 2AXIS-TRANSFER Assembly. Click Save. Two M6 SHCS are sized and inserted with SolidWorks Toolbox. This action is an exercise at the end of the project. The four outside mounting holes are not deleted. The four holes will be utilized in a different assembly. Suppress and Display Components. 84) Suppress all fasteners. Hold the Ctrl key down. Select M6x1.0x50 SHCS<1> and M6x1.0x50 SHCS<2>. Right-click Suppress. Release the Ctrl key. 85) Display the Hidden components. Right-click the GUIDE-CYLINDER/MGPTube Part in the FeatureManager. Click Show Components. Suppress PAGE 3-26

27 Assembly Modeling with SolidWorks External References External references defined in context of an assembly become out of context when the referenced geometry is not loaded into memory or deleted. External references require related parts loaded into memory. The company has instituted a policy. InPlace Mates and External references are utilized in the initial design phase of an assembly. Redefine all InPlace Mates and External part references before the assemblies, parts and drawings are released to manufacturing. The Lock All command protects the part. New references are created when the part is locked. Existing references are not updated. Redefine the PLATE-B references. 86) Right-click PLATE-B from the 2AXIS-TRANSFER FeatureManager. Click List External Ref. The features and sketches referenced from the 2AXIS- TRANSFER/PLATE-B are displayed. 87) Lock all GUIDE-CYLINDER Assembly references. Click the Lock All button. Click OK. The warning message is displayed, All external references for the model, PLATE-B will be locked. You will not be able to add any new external references until you unlock the existing references. Click OK. The -> symbol is displayed next to the part name, PLATE-B in the FeatureManager. PLATE-B contains External references that are locked. 88) Right-click PLATE-B from the 2AXIS- TRANSFER Graphics window. Click Open PLATE-B.sldprt. PAGE 3-27

28 Assembly Modeling with SolidWorks PLATE-B FeatureManager lists the locked references with an * symbol, after the part name, feature and or sketch. Redefine External references with a systematic approach. Review both the feature and the sketch. Start with Sketch1 of the Base-Extrude feature. Review geometric relations with Display/Delete Relations. Delete external references. Redefine design intent such as symmetry, dimensions and geometric relations. Work through the FeatureManager until all external references developed in context of an assembly are redefined. 89) Expand the Base-Extrude feature. Right-click Sketch1. Click Edit Sketch. Delete the Locked references. Right-click Display/Delete Relations. Remove the 8 On Edge references. Click Delete All. Click OK. 90) Redefine the Geometry relations and Dimensions. Click Centerline. Sketch a diagonal centerline between the upper left corner and the lower right corner. 91) Add a Midpoint relation. Click Select. Hold the Ctrl key down. Click the Centerline. Click the Origin. Click Midpoint. Release the Ctrl key. Click OK. 92) Add a Horizontal relation. Hold the Ctrl key down. Click the top line. Click the bottom line. Click Horizontal. Release the Ctrl key. Click OK. 93) Add a Vertical relation. Hold the Ctrl key down. Click the right line. Click the left line. Click Vertical. Release the Ctrl key. Click OK. PAGE 3-28

29 Assembly Modeling with SolidWorks 94) Add Dimensions. Click Dimensions. Click the right line. Click Accept. Drag the vertical dimension 60 to the right of the profile. Click the bottom line. Click Accept. Drag the horizontal dimension 146 below the profile. The rectangular sketch is fully defined and is displayed in black. The four circles are undefined and are displayed in blue. 95) Sketch Construction geometry. Click Centerline. Sketch a horizontal centerline from the Origin to the midpoint of the right vertical line. Sketch a vertical centerline from the Origin to the midpoint of the top horizontal line. 96) Add Geometric relations for the four circles. Click Select. Hold the Ctrl key down. Click the circumference of the four circles. Click Equal. Release the Ctrl key. Click OK. 97) Add a Symmetric relationship to the top right and bottom right circles. Hold the Ctrl key down. Click the horizontal centerline. Click the top right circle. Click the bottom right circle. Click Symmetric. Release the Ctrl key. Click OK. 98) Add a Symmetric relationship between the top right circle and the top left circle. Hold the Ctrl key down. Click the vertical centerline. Click the top right circle. Click the top left circle. Click Symmetric. Release the Ctrl key. Click OK. 99) Add a Symmetric relationship between the top left circle and the bottom left circle. Hold the Ctrl key down. Click the horizontal centerline. Click the top left circle. Click the bottom left circle. Click Symmetric. Release the Ctrl key. Click OK. 100) Add Dimensions. Click the center points of the two top circles. Click Accept. Drag the dimension 130 above the profile. Click the center points of the two right circles. Click Accept. Drag the dimension 40 to the right of the profile. Click the circumference of the top circle. Click Accept. Drag the diameter 10 off the profile. The sketch is fully defined and is displayed in black. Click OK. PAGE 3-29

30 Assembly Modeling with SolidWorks Color indicates that a sketch is under defined (blue), fully defined (black) or over defined (red). The status of a sketch is displayed in the lower right corner of the Graphics window. Fully defined sketches improve system performance. The External references are deleted from Base-Extrude and Sketch1. Sketch1 is fully defined in the FeatureManager. The in context locked ->* symbol is removed. 101) Expand CBORE for M6 SHCS2 in the FeatureManager. Right-click Sketch5. Click Edit Sketch. Right-click Display/Delete Relations. Delete the locked Concentric and Coincident relations. Click Delete All. 102) Redefine the hole center points. Sketch a vertical centerline from the Origin to the midpoint of the top horizontal line. 103) Add a Symmetric relation. Hold the Ctrl key down. Click the two center points and the centerline. Click Symmetric. Release the Ctrl key. Click OK. 104) Add a Horizontal relation. Hold the Ctrl key down. Click the two center points and the Origin. Click Horizontal. Release the Ctrl key. Click OK. 105) Add Dimension. Click Dimension. Click the two center points. Click Accept. Drag the dimension 66 above the top horizontal line. The center points are fully defined. Click OK. The External references for PLATE-B are redefined. 106) Close the Sketch. Click OK. 107) Save PLATE-B. Click Save. 108) Return to the 2AXIS-TRANSFER Assembly. Click Window, 2AXIS- TRANSFER. Update the models. Click Yes. PAGE 3-30

31 Assembly Modeling with SolidWorks 109) Find the InPlace Mate with the Go To command. Right-click the 2AXIS-TRANSFER icon in the FeatureManager. Click Go To. Enter inplace. The Mate, Inplace1 is found in the FeatureManager. 110) Click Inplace1 in the FeatureManager. Press the Delete key. Click Yes to confirm delete. 111) Click the Find Next button. No other InPlace Mates are found. Close the GoTo dialog box. PLATE-B is free to translate and rotate. Create three new Smart Mates to fully define PLATE-B in the 2AXIS-TRANSFER Assembly. 112) Move PLATE-B. Right-click PLATE-B in the Graphics window. Click Move Component. Drag PLATE-B until there is a gap between the GUIDE- CYLINDER Assembly and the PLATE-B Part. 113) Assemble PLATE-B. Click Smart Mate. Create the first Coincident Mate. Double-click the back face of the PLATE-B Part. Click the front face of the GUIDE-CYLINDER Assembly. 114) Create the first Concentric Smart Mate. Double-click the left hole of the PLATE-B Part. Click the top hole of the GUIDE-CYLINDER Assembly. 115) Create the second Concentric Smart Mate. Double-click the right hole of the PLATE-B Part. Click the right hole of the GUIDE-CYLINDER Assembly. 116) The PLATE-B Part contains no In Context Mates or external references. Search for other InPlace Mates. Right-click 2AXIS-TRANSFER in the FeatureManager. Click View Dependencies. No other InPlace Mates exist. Note: You can use the Go To command to identify InPlace Mates. PAGE 3-31

32 Assembly Modeling with SolidWorks Note: The Lock Symbol * is removed from the FeatureManager when the 2AXIS-TRANSFER Assembly is reopened. 117) Display the SLIDE-TABLE Assembly. Right-click SLIDE-TABLE from the FeatureManager. Click Show Components. 118) Check for Interference. Click the PLATE-B Part in the Graphics window. Click Tools, Interference Detection. Click the SLIDE-TABLE/MXS-BS-BT Part in the Graphics window. Click Check. There is 0 Interference. Click Close. 119) Save the 2AXIS-TRANSFER Assembly. Click Save. The 2AXIS-TRANSFER Assembly is complete. The Default configuration is displayed. The Default configuration displays the GUIDE-CYLINDER Assembly, the PLATE-B Part and the SLIDE TABLE Assembly. All fasteners are suppressed. Develop the 2AXIS-TRANSFER Assembly configurations. Utilize assembly configurations to control visualization of components, Suppress/Resolve states, Color, Mate characteristics, Sub-assembly and Part configurations. Explore the Fastener configuration in the project exercises. The Fastener Configuration contains Resolved and Visible SHCSs. PAGE 3-32

33 Assembly Modeling with SolidWorks Configurations Create an assembly configuration to control the Suppress state and Visible state of hardware: fasteners, washers, nuts, etc. Combine the GUIDE-CYLINDER Configurations and the SLIDE-TABLE Configurations to create the 2AXIS-TRANSFER Configurations. The GUIDE-CYLINDER Configurations represent two positions along the Y-AXIS in the 3AXIS-TRANSFER Assembly. The two positions are 100mm apart. The SLIDE-TABLE Configurations represent two positions along the Z-AXIS in the 3AXIS-TRANSFER Assembly. The two positions are 100mm apart. Modify the Coincident Mate to a Distance Mate between the GUIDE- CYLINDER/MGPTube Part and GUIDE-CYLINDER/MGPRod Part. The GUIDE-CYLINDER Assembly is in the Default Configuration. The Current Configuration of the GUIDE-CYLINDER Assembly is named Default. The Distance Mate is 0. Create two GUIDE-CYLINDER Configurations: 1. Normal. 2. Extended. The GUIDE-CYLINDER Assembly is in the Normal Configuration when the Distance Mate is 0. The GUIDE-CYLINDER is in the Extended Configuration when the Distance Mate is 100. Default Normal Extended GUIDE-CYLINDER Configurations Modify the Coincident Mate to a Distance Mate between the SLIDE-TABLE/MXSL- Body Part and SLIDE-TABLE/MXSL-Table Part. PAGE 3-33

34 Assembly Modeling with SolidWorks The SLIDE-TABLE Assembly is in the Default Configuration. The Current Configuration of the SLIDE-TABLE Assembly is named Default. The Distance Mate is 0. Create two SLIDE-TABLE Configurations: 1. Normal. 2. Extended. The SLIDE-TABLE Assembly is in the Normal Configuration when the Distance Mate is 0. The SLIDE-TABLE Assembly is in the Extended Configuration when the Distance Mate is 100. Default Normal Extended SLIDE-TABLE Configurations Combine the GUIDE-CYLINDER Normal Configuration and the GUIDE- CYLINDER Extended Configuration with the SLIDE-TABLE Normal Configuration and the SLIDE-TABLE Normal Configuration. Create four 2AXIS-TRANSFER Configurations: 1. Normal-Normal. 2. Normal-Extended. 3. Extended-Normal. 4. Extended-Extended. Normal-Normal Normal-Extended Extended-Normal Extended-Extended 2AXIS-TRANSFER Configurations PAGE 3-34

35 Assembly Modeling with SolidWorks In the 2AXIS-TRANSFER Configurations the configuration name of the GUIDE-CYLINDER Assembly is listed first followed by the configuration name of the SLIDE-TABLE Assembly. SHCS are suppressed in the Normal- Normal, Normal-Extended, Extended-Normal and Extended-Extended Configurations. Develop the Fastener Configuration in the project exercises. SHCS are resolved in the Fastener Configuration. Find and Redefine the GUIDE-CYLINDER Coincident Mate. 120) Open the GUIDE-CYLINDER. Expand MateGroup1. Click the Coincident1 Mate between the face of the MGPTube Part and the face of the MGPRod Part. Right-click Edit Definition. Click Distance. The current Distance value is 0. Enter 100. Click OK. Rename the Distance Mate. 121) Rename Distance to Distance-Stroke. Double-click Distance-Stroke. Drag the 100 dimension text off the profile. 122) Modify the Distance. Double-click the 100 dimension text. Enter 0. Click Rebuild. Click OK. The Default configuration value is 0 for the Distance- Stroke Mate. Create the GUIDE-CYLINDER Normal and Extended Configurations. 123) Drag the Split bar downward to divide the FeatureManager and the Configuration Manager. 124) Click the Configuration icon at the bottom of the GUIDE-CYLINDER FeatureManager. Right-click the GUIDE-CYLINDER Configuration. Click Add Configuration. 125) Enter Normal for Configuration Name. Enter Normal for Description. Click inside the Comment text box. Enter GUIDE-CYLINDER, Stroke Distance 0 in the Comment text box. Click OK. The Normal Configuration is currently the same as the Default Configuration. No additional work is required. PAGE 3-35

36 Assembly Modeling with SolidWorks 126) Right-click the GUIDE- CYLINDER Configuration. Click Add Configuration. 127) Enter Extended for Configuration Name. Enter Extended for Description. Click inside the Comment text box. Enter GUIDE-CYLINDER, Stroke Distance 100 in the Comment text box. Click OK. 128) Extended [GUIDE-CYLINDER] is the Current Configuration. The configuration name, (Extended) is displayed after the GUIDE-CYLINDER assembly name. Expand MateGroup1. Double-click the Distance-Stroke Mate in the FeatureManager. Double-click 0. Enter 100. Select the Extended Configuration. Click This Configuration from the drop down list. Click Rebuild. Click OK. 129) Test the configurations. Double-click the Normal Configuration and the Extended Configuration. Normal Extended Default 130) Double click the Default Configuration. The Default Configuration name is displayed in yellow. Note: Yellow defines the Current Configuration. 131) Save the GUIDE-CYLINDER Assembly. Click Save. 132) Return to the 2AXIS-TRANSFER Assembly. Press Ctrl-Tab until the 2AXIS-TRANSFER Assembly is displayed. PAGE 3-36

37 Assembly Modeling with SolidWorks Find and Redefine the SLIDE-TABLE Mate. 133) Right-click the SLIDE- TABLE from the 2AXIS- TRANSFER Assembly FeatureManager. Click Open SLIDE- TABLE.sldasm. Expand MateGroup1. Click the Plus icon. Display the face of the MXSL-Body Part and the face of the MXSL-Table Part. Click the Coincident1 Mate. 134) Right-click Edit Definition. Click Distance. The Distance value is set to 0. Enter 100. Click Preview. Click OK. Rename the Distance Mate. 135) Rename Distance to Distance-Stroke. Double-click Distance-Stroke. 136) Drag the 100 dimension text off the profile. Double-click the 100 dimension text. Enter 0. Click Rebuild. Click OK. The value of the Distance Mate equals 0 for the Default Configuration. PAGE 3-37

38 Assembly Modeling with SolidWorks Create the SLIDE-TABLE Normal and Extended Configurations. 137) Drag the Split bar downward to divide the FeatureManager and Configuration Manager. 138) Click the Configuration icon at the bottom of the SLIDE-TABLE FeatureManager. Right-click the SLIDE-TABLE Configuration. Click Add Configuration. 139) Enter Normal for the Configuration Name. Enter Normal for the Description. Click inside the Comment text box. Enter SLIDE-TABLE, Distance Stroke 0 for Comment. Click OK. Currently, the Normal Configuration is the same as the Default Configuration. 140) Right-click the SLIDE-TABLE Configuration. Click Add Configuration. 141) Enter Extended for the Configuration Name. Enter Extended for Description. Click inside the Comment text box. Enter SLIDE-TABLE, Distance Stroke 100 for Comment. Click OK. Extended [SLIDE-TABLE] is the Current Configuration. The configuration name, (Extended) is displayed after the SLIDE-TABLE name. 142) Expand MateGroup1. Double-click the Distance-Stroke mate in the FeatureManager. Enter 100. Select the Extended Configuration. Click This Configuration from the drop down list. Click Rebuild. Click OK. 143) Test the Configurations. Double-click Normal configuration, Extended Configuration and Default Configuration. The Default Configuration name is displayed in yellow. 144) Save in the Default Configuration. Save the SLIDE-TABLE Assembly. Click Save. Stroke0 Stroke100 Default PAGE 3-38

39 Assembly Modeling with SolidWorks 145) Return to the 2AXIS- TRANSFER Assembly. Press Ctrl-Tab until the 2AXIS-TRANSFER Assembly is displayed. The GUIDE- CYLINDER(Default) and SLIDE-TABLE (Default) are the Current Configurations in the 2AXIS-TRANSFER Assembly FeatureManager. 146) Drag the Split bar downward to divide the FeatureManager and Configuration Manager. 2AXIS-TRANSFER Configurations Create the four configurations from the 2AXIS-TRANSFER Assembly: Normal-Normal, Normal-Extended, Extended-Normal, Extended-Extended. Create the 2AXIS TRANSFER Normal-Normal Configuration. 147) Click the Configuration icon at the bottom of the 2AXIS-TRANSFER FeatureManager. Right-click the 2AXIS-TRANSFER Configuration. Click Add Configuration. 148) Enter Normal-Normal for Configuration Name. Enter Normal-Normal for Description. Click inside the Comment text box. Enter 2AXIS-TRANSFER, GuideCylinder Normal, SlideTable Normal in the Comment text box. Click OK. 149) Normal-Normal [2AXIS-TRANSFER] is the Current Configuration. Right-click GUIDE-CYLINDER in the 2AXIS-TRANSFER FeatureManager. Click Component Properties. PAGE 3-39

40 Assembly Modeling with SolidWorks 150) Select Normal for the Referenced configuration. Change Properties In: is set to This Configuration. Click OK. The GUIDE-CYLINDER (Normal) configuration is displayed in the FeatureManager. 151) Right-click SLIDE-TABLE in the 2AXIS-TRANSFER FeatureManager. Click Component Properties. 152) Select Normal for the Referenced configuration. Select This Configuration for Change Properties in. Click OK. The SLIDE-TABLE (Normal) configuration is displayed in the FeatureManager. PAGE 3-40

41 Assembly Modeling with SolidWorks Create the Normal-Extended Configuration. 153) Right-click the 2AXIS-TRANSFER Configuration. Click Add Configuration. 154) Enter Normal-Extended for the Configuration Name. Enter Normal-Extended for the Description. Click inside the Comment text box. Enter 2AXIS- TRANSFER, GuideCylinder Normal and SlideTable Extended in the Comment text box. Click OK. 155) The 2AXIS-TRANSFER [Normal-Extended] is the Current configuration. GUIDE-CYLINDER [Normal] is displayed in the 2AXIS-TRANSFER FeatureManager. Right-click SLIDE-TABLE in the 2AXIS-TRANSFER FeatureManager. Click Component Properties. Select Extended for the Referenced configuration. Select This Configuration for Change Properties in. Click OK. 156) The SLIDE-TABLE displays (Extended) for Configuration name in the FeatureManager. Create the Extended-Normal Configuration. 157) Right-click the 2AXIS-TRANSFER Configuration. Click Add Configuration. 158) Enter Extended-Normal for Configuration Name. Enter Extended-Normal for Description. Enter 2AXIS-TRANSFER, GuideCylinder Extended and SlideTable Normal in the Comment text box. Click OK. PAGE 3-41

42 Assembly Modeling with SolidWorks 159) The Extended-Normal [2AXIS-TRANSFER] is the Current configuration. Rightclick the GUIDE-CYLINDER Assembly in the 2AXIS-TRANSFER FeatureManager. Click Component Properties. Select Extended for the Referenced configuration. Select This Configuration for Change Properties in. Click OK. 160) Right-click SLIDE-TABLE in the 2AXIS-TRANSFER FeatureManager. Click Component Properties. Select Normal for the Referenced configuration. Select This Configuration for Change Properties in. Click OK. Test the Configurations. 161) Double-click Normal-Normal, Normal-Extended, Extended-Normal, to verify their position. Note: Create the Extended-Extended Configuration at the end of this project. 162) Return to the Default Configuration. Double-click Default. The Default Configuration name is displayed in yellow. Normal-Normal Normal-Extended Extended-Normal Extended-Extended 163) Save the 2AXIS-TRANSFER Assembly. Click Save. 164) Close all parts and assemblies. Click Windows, Close All. PAGE 3-42

43 Assembly Modeling with SolidWorks Project Summary In this project you utilized a Top Down Design Assembly modeling approach with in-context features. You developed the 2AXIS-TRANSFER Assembly. The 2AXIS-TRANSFER Assembly consists of following: GUIDE-CYLINDER Assembly. PLATE-B Part. SLIDE-TABLE Assembly. SHCS Part. You created the PLATE-B Part in context of the GUIDE-CYLINDER Assembly and SLIDE-TABLE Assembly. Interference problems were detected and resolved before any parts were manufactured. You built configurations for the GUIDE-CYLINDER Assembly and the SLIDE-TABLE Assembly. The GUIDE-CYLINDER Configurations and SLIDE-TABLE Configurations were combined to form the 2AXIS- TRANSFER Configurations: Normal-Normal, Normal-Extended, Extended- Normal, Extended-Extended. Review the assemblies with your project team leader. Ask if the customer has provided any additional input that would constitute a design change. For now, there are no changes. There will be changes in the future. Planning your assembly and configurations is key to your success. How do you control positions of the ROTARY-GRIPPER assembly? Answer: Utilize Configurations in Project 4. Review the questions and exercises before moving on to Project 4. PAGE 3-43

44 Assembly Modeling with SolidWorks Questions 1. Describe the two design methods utilized in a Top Down Assembly Modeling approach. 2. Define an In Context relation. 3. Describe the procedure to rename a feature, sketch or Mate name. 4. Define an InPlace Mate. 5. True or False. An InPlace Mate cannot be deleted from an assembly. 6. Describe the procedure to create a rectangular sketch centered about the part Origin. The rectangular sketch contains only one vertical and one horizontal dimension. 7. True or False. A Concentric Smart Mate is created between two conical faces from the same part. 8. True or False. External references cannot be redefined. 9. Identify the two components that determine the geometric and functional requirements for PLATE-B. 10. How do you redefine a SHCS in SolidWorks/Toolbox? 11. True or False: External references defined in context become out of context when the corresponding components are not loaded into memory. 12. The GUIDE-CYLINDER has two configurations. The SLIDE-TABLE has two configurations. Describe the process of combining the GUIDE- CYLINDER Configurations and the SLIDE-TABLE Configurations to create the 2AXIS-TRANSFER Configurations. PAGE 3-44

45 Assembly Modeling with SolidWorks Exercises Exercise 3-1: Fasten the PLATE-B Part to the GUIDE-CYLINDER Assembly with two SHCS. Size and assemble the two SHCS in the 2AXIS-TRANSFER Assembly. Exercise 3-2: Size and assemble the SHCS to fasten the PLATE-B Part to the SLIDE-TABLE Assembly. Note: You must complete Exercise 3-1 and 3-2 before performing Exercise 3-3. Exercise 3-3: Create a configuration for the 2AXIS-TRANSFER Assembly, named Fastener. Start with the Default configuration. The SHCS are suppressed in all other configurations. Create an Exploded view for the 2AXIS-TRANSFER Assembly. Hint: Rightclick the Fastener Configuration, New Exploded View. Select the AutoExplode button. Modify the distances between the Explode steps to display the individual components. PAGE 3-45

46 Assembly Modeling with SolidWorks Exercise 3-4: Create two new 2AXIS-TRANSFER Configurations. The first configuration is named MIDDLE. The second configuration is named UPPER. Redefine the two Concentric Mates between the PLATE-B Part and the SLIDE-TABLE Assembly. The MIDDLE Configuration utilizes BodyThruHole2 and BodyThruHole3. The UPPER Configuration utilizes BodyThruHole1 and BodyThruHole2. Default UPPER MIDDLE Exercise 3-4A: Note: Exercise 3-4A and Exercise 3-4B require your own dimensions. Manually sketch your ideas on paper. Add dimensions. Label each part and each assembly. SLOTTED- BLOCK Part The SMALL-BLOCK Part translates freely along the SLOTTED-BLOCK Part in the SLIDER Assembly. The SMALL- BLOCK and SLOTTED- BLOCK are symmetric about the Front Plane. The SLOTTED-BLOCK is fixed to the SLIDER Assembly Origin. The SMALL-BLOCK contains a Thru Hole. SMALL-BLOCK Part SLIDER Assembly Determine the two positions where the SMALL-BLOCK collides with the SLOTTED-BLOCK. PAGE 3-46

47 Assembly Modeling with SolidWorks Exercise 3-4B: Create the MECHANISM Assembly. The SLIDER Assembly is the first component in the MECHANISM Assembly. LINK Part Create the first LINK Part. Assemble the LINK Part to the SMALL-BLOCK Part. The LINK Part is free to rotate in the MECHANISM Assembly. MECHANISM Assembly Create the second LINK as a Configuration. Assemble the second LINK Configuration to the first LINK Part. Create a PIN Part. Assemble a PIN at each LINK Thru Hole. PAGE 3-47

48 Assembly Modeling with SolidWorks Exercise 3-5: Industry Collaborative exercise. Read the entire project before you begin. In Exercise 2-6 you sized and downloaded components from Boston Gear based on the Senior engineer s specifications. You created the SPEED-REDUCER Assembly. The SPEED-REDUCER Assembly consisted of a 1/2HP MOTOR Part, SPEED REDUCER 30:1 Assembly and the PLATE-SR Part. PLATE-SR Speed Reducer 30:1 ½ HP Motor SPEED REDUCER Assembly Models and Images Courtesy of Boston Gear The Senior engineer provides a drawing for a new project. You are responsible to create the final MOTOR-GEAR-BOX Assembly. The MOTOR-GEAR-BOX Assembly consists of purchased components from Boston Gear. The Boston Gear Components are available in the ASSEMBLY-SW- FILES/EXERICISE/PROJECT3 file folder. CHANGE GEAR 40 and CHANGE GEAR 60 tooth profiles are simplified. The purchased components are: MOTOR-GEAR-BOX Assembly Models and Images Courtesy of Boston Gear QTY: DESCRIPTION: FILE NAME: Boston Gear Part No.: 1 ½ HP MOTOR futf-default sldprt FUFT 1 SPEED-REDUCER 40:1 f721-40b5-g-2.sldasm F721B-40-B5-G 1 COUPLING fc20_1-default sldprt FC CHANGE GEAR 40 Teeth 1 CHANGE GEAR 60 Teeth 2 PILLOW BLOCK BEARING gb40b-simpletooth.sldprt gb60b-simpletooth.sldprt bg-1in-pillow-block.sldprt GD40B GD60b SRP16 PAGE 3-48

49 Assembly Modeling with SolidWorks You are required to create the following parts: SHAFT Part (Qty2). PLATE-SR40 Part. PLATE-SR40 PLATE-BEARING Part. Create the SHAFT Part. The SHAFT dimensions are 1, (25.4mm) diameter by 8, (203.2mm) length. The SHAFT contains square keyways. The size and number of the keyways correspond to the CHANGE GEAR and COUPLING keyways. PLATE- BEARING SHAFT SHAFT Create the PLATE-SR40 Part. Utilize an In Context feature to determine the hole locations from the SPEED-REDUCER. Create the BEARING-PLATE Part. The BEARING-PLATE Part contains the Thru Hole locations to fasten the PILLOW BLOCK BEARINGs. Create an Extruded Cut feature in the BEARING-PLATE. Note: Design for CHANGE GEAR clearance. Simplify the MOTOR-GEAR-BOX Assembly. Create three sub-assemblies: SPEED-REDUCER40 Assembly. GEAR40-BEARING Assembly. GEAR60-BEARING Assembly. GEAR40-BEARING Assembly GEAR60-BEARING Assembly PAGE 3-49

50 Assembly Modeling with SolidWorks View the Axis and Temporary Axis. The SHAFT Part is free to rotate. The GEAR Part is fixed to the SHAFT Part. Utilize edges and or vertices to align the GEAR keyway to the SHAFT keyway. The PILLOW BLOCK BEARING Part was imported as an IGES file. Reference Planes, Axes and Sketches were added. Utilize the sketched point and axis in the middle of the Slot Cut to located the fasteners. The Pitch Diameter of the CHANGE-GEAR determines the horizontal distance between the SHAFTs. The CHANGE-GEAR40 Pitch Diameter is inch. The CHANGE-GEAR60 Pitch Diameter is inch. The horizontal distance between the two SHAFTs is ( )/2 = inch [105.84mm]. PAGE 3-50

51 Assembly Modeling with SolidWorks The CHANGE GEAR Tooth profile has been simplified to save file size and rebuild time. The actual tooth profile consists of a series of curves and fillets. Return to the Boston Gear web site See Exercise 2.6. Utilize the Boston Gear Part No. from the table in Exercise 2.6. Determine the material, pressure angle and maximum Torque Rating for each CHANGE GEAR. Determine the inside Bore Diameter for the COUPLING. Determine the dimensions of the output key on the SPEED-REDUCER from the F72B1B-B5 Outline Drawing. Note: There is more than one answer. MOTOR-GEAR-BOX Assembly Models and Images Courtesy of Boston Gear PAGE 3-51

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