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Solid Works Training Material

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Acknowledgements Special thanks to: Dean, School of Mechanical and Aerospace Engineering, USM Assoc. Prof. Dr. Zaidi Mohd Ripin. USAINS Holding Sdn. Bhd. Unit Latihan, USM Secretariat committee; Mr. Mohamad Ikhwan Zaini Ridzwan, Dr. Mohd Salman Abu Mansor, Mr. Wan Amri Wan Mamat Ali, Mr. Norijas Abd Aziz, Mr. Hishammudin Endan Ms. Rosmawati Mohamath Ms. Siti Farah Aida Zolhani Staffs, School of Mechanical and Aerospace Engineering, USM Prof. Ahmad Yusoff Hassan Mr. Ahmad Khaizi Mahidin Ms. Sharmila Azlin Ramly Ms. Nor Zainah Bahari Ms. Juhana Ahmad Ariff Mr. Jamari Sadli Mr. Hasrie Mohd Hashim Coordinator, Mr. Mohamad Ikhwan Zaini Ridzwan

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Contents

Day One – 29 April 2008 Module 1: Introduction to SolidWorks and Basic Sketching..................................... 1

Introduction to SolidWorks........................................................................................1 SolidWorks user interface & Toolbar menus .......................................................2 FeatureManager Design Tree ...............................................................................4 Keyboard shortcuts and mouse buttons..............................................................5 Tools-Options .........................................................................................................6

Basic 2D sketching....................................................................................................9 Sketch Entities/Geometry.................................................................................. 10 Status of a sketch............................................................................................... 11 Sketch Relations................................................................................................. 12 Tutorial 1.1: Sketch a Simple Nut with Circle and Polygon ............................. 20 Tutorial 1.2: Using 3D sketch ............................................................................ 21 Tutorial 1.3: Apply Add Relations between Sketch Entities ………………………. 22 Exercise 1.1: Sketching Horizontal and Vertical Lines..................................... 23 Exercise 1.2: Sketching Lines............................................................................ 23 Exercise 1.3: Sketching using Rectangle and Circle........................................ 24 Exercise 1.4: Sketching a Chair Frame using 3D sketch................................. 24

Module 2: Additional Sketching ............................................................................... 25

Tutorial 2.1: Creating a Flat Bar ............................................................................ 26 Tutorial 2.2.............................................................................................................. 31 Tutorial 2.3.............................................................................................................. 33

Exercise 2.1 ........................................................................................................ 35 Exercise 2.2 ........................................................................................................ 36

Module 3: Basic Part Modeling ................................................................................ 37

Sketching and Creating Bosses............................................................................. 38 Creating a Counterbore Hole ............................................................................. 41 Cut Feature ......................................................................................................... 43 Filleting................................................................................................................ 46 Chamfering.......................................................................................................... 47 Define Material and Mass Properties ............................................................... 48 Editing features .................................................................................................. 49

Exercise 3.1: Glass Plate ....................................................................................... 51 Exercise 3.2: Bracket ............................................................................................. 51 Exercise 3.3 ............................................................................................................ 52 Exercise 3.4: Gland ................................................................................................ 52 Exercise 3.5: PVC Tee Pipe .................................................................................... 54

Day Two – 30 April 2008 Module 4: Additional Part Modeling......................................................................... 55

Revolved features................................................................................................... 56 Tutorial 4.1.......................................................................................................... 57

Patterning................................................................................................................ 62

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Tutorial 4.2: Vary Sketch option ........................................................................ 63 Exercises 4.1: Curve Driven Pattern.................................................................. 64

Swept....................................................................................................................... 65 Tutorial 4.3: Creating a Worm Gear .................................................................. 66 Tutorial 4.4: Creating a Spring........................................................................... 67 Tutorial 4.5: Creating a Bottle (with a guide curve).......................................... 68

Lofted ...................................................................................................................... 69 Tutorial 4.6: Create lofted part with Centerline Parameters ........................... 70 Exercises 4.2: Chisel .......................................................................................... 72

Rib and Shell........................................................................................................... 76 Tutorial 4.7: Using Shell to create wall thickness inside the Bottle................ 77

Module 5: Assembly Modeling ................................................................................. 78

Assembly toolbars .................................................................................................. 81 Basic assembly mates ........................................................................................... 81 Sliding Brace Assembly .......................................................................................... 82 Exploding and collapsing the assembly ................................................................ 93 Creating an explode line sketch ............................................................................ 94

Module 6: Drawing.................................................................................................... 96

Drawing toolbars..................................................................................................... 97 Insert standard drawing views - Angle of projections........................................... 97 Insert Component into Drawing............................................................................. 98 Adding dimensions to drawing and modifying dimensions ............................... 100 Create Section View.............................................................................................. 101 Insert a Note ......................................................................................................... 105 Edit Sheet Format................................................................................................. 106 Assembly Drawing ................................................................................................ 112 Elements of an Assembly Drawing ...................................................................... 112 Example of Assembly Drawing............................................................................. 112 Opening drawing template and edit Sheet Format ............................................ 113 Adding the Exploded View.................................................................................... 114 Creating Bill of Materials (BOMs) ........................................................................ 115 Customizing BOMs ............................................................................................... 116 AutoBalloons......................................................................................................... 116 Producing an e-drawing file ................................................................................. 118

Exercises 6.1:.................................................................................................... 119 References ..............................................................................................................120

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Module 1: Introduction to SolidWorks and Basic Sketching (1 hour 50 minutes)

Introduction to SolidWorks (20 minutes) SolidWorks is a mechanical design software package to build parts, assemblies, and drawings, which take advantage of the Microsoft Windows graphical user interface. In SolidWorks, a part, an assembly, and a drawing are all fully associated. Changes to the model are automatically reflected in the associated drawings and assemblies. Likewise, when you make change to the drawing and assembly, those changes will be reflected back to the model. Starting a SolidWorks

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SolidWorks user interface & Toolbar menus The interface is native Windows interface, and such behaves in the same manner as other Windows applications.

Menus • It provides access to all commands that the SolidWorks offers. • When a menu item has a right pointing arrow, it means there is a sub-menu

associated with the choice,

• When a menu item is followed by a series of dots, it means that option opens a dialog box with additional choices or information.

FeatureManager Design Tree

Main Menu Standard Toolbar

Standard Views Toolbar

View Toolbar

CommandManager

Status Toolbar

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Toolbars menus • Provide shortcuts enabling to quickly access the most frequently used

commands. • They are organized according to function and can be customized, removed and

rearranged according to your preferences. Example of a Toolbar Standard toolbar as shown below contains commonly used function as opening new or existing documents, saving documents, printing, copying and pasting objects, undo, redo, and help.

You can turn toolbars on and off using one of three methods. 1. Click Tools – Customize. On the

Toolbars page, click the check boxes to select each toolbar you want to display. Clear the check boxes of the toolbars you want to hide.

2. Right click on toolbar area of the SolidWorks

window. Check marks indicate which toolbars are currently visible. Clear the check marks of the toolbar you want to hide.

3. Clicking View – Toolbars displays the same list of toolbars.

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FeatureManager Design Tree • It is located on the left side of the SolidWorks Graphic window. • It displays the details chronological sequence on how all the parts, assembly

and drawing are created. • It allows access to do editing of the models. • It consists of three default tabs:

o FeatureManager design tree o PropertyManager o ConfigurationManager

The FeatureManager design tree makes it easy to: • Select items in the model by name. • Identify and change the order in which features are created. You can drag

items in the FeatureManager design tree list to reorder them. This changes the order in which features are regenerated when the model is rebuilt.

• Display the dimensions of a feature by double-clicking the feature’s name. • Rename items by slowly clicking two times on a name to select it and then

entering a new name. • Suppress and Unsuppress part features and assembly components. The PropertyManager appears on the PropertyManager tab in the panel to the left of the graphics area. It opens when you select entities or commands defined in the PropertyManager. The ConfigurationManager on the left side of the SolidWorks window is a means to create, select, and view multiple configurations of parts and assemblies in a document. The icons in the ConfigurationManager denote how the configuration was created:

Title bar

Help. Open the corresponding help topic.

OK. Accept the selections, execute the command, and close the PropertyManager.

Cancel. Ignore any selections and close the PropertyManager.

Preview. Display a preview of the feature.

Manually

With a design table

Manually, and has an explode state

With a design table, and has explode state

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Keyboard shortcuts and mouse buttons Keyboard shortcuts Some menu items indicate a keyboard shortcut such as: Ctrl+O for File, Open Ctrl+S for File, Save Ctrl+Z for Undo And many more You can customize SolidWorks by creating your own shortcuts. Click Tools – Customize. Find Keyboard tab as in figure shown. Three mouse buttons

• Left – to select objects as geometry, menus buttons, and objects in the FeatureManager design tree. To select multiple items, you must hold down the Control (Ctrl) key. To deselect object, simply click anywhere in a blank (empty) portion of the work area.

• Right – activates a context sensitive shortcut menu. The contents of the

menu is differ depending on what object the cursor is over.

• Middle – use for dynamically rotating, panning, zooming a part or assembly.

o Rotate part or assembly – Holding down the middle button and drag the mouse

o Zoom all document types – Hold down the Shift key while depressing the middle button and moving the mouse. (Simply rotates the wheel of the middle mouse button for zooming in or out if your middle mouse button is a wheel.)

o Pan all document types – Hold down the Ctrl key while depressing the middle button and drag the mouse.

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Tools-Options The Options dialog box able you to customize the SolidWorks software based on your preferences. Level of customization: • System Options Every option under System Options will affect every document you open in SolidWorks session. For example, the viewport background, if you set the color to Black, it will remain as black every time you open the SolidWorks window until you change to another color. Example: Set Viewport Background to White

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• Document Properties This setting only applied to individual documents. For example, units, drafting standard, material properties, image quality etc. They are saved with the document and do not change. Example: Setting Units Tools Options Document Properties Units MMGS (millimeter, gram, second)

Example: To increase the quality of image

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Example: Set Dimensioning Standard

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Basic 2D sketching (1 hour 30 minutes) Sketching is the act of creating 2-dimensional profile comprised of wireframe geometry. Sketches are used for all sketched feature in SolidWorks including:

• Extrusions • Sweeps

• Revolves • Lofts

Process of completing the sketches

Starting a New part (It can be created in inch, millimeter or other units)

Sketches (Collections of 2D geometry that are used to create solid features)

Sketch Entities/Geometry (Types of 2D geometry such as lines, circles and rectangles that make up the

sketch)

Sketch Relations (Geometric relationships such as horizontal and vertical are applied to the sketch

entities. The relations restrict the movement of the entities)

State of the sketch (Each sketch has a status that determines whether it is ready to be used or not.

The state can fully-, under- or over defined)

Sketch tools (Tools can be used to modify the sketch geometry that has been created/ this

often involves the trimming or extension of the entities)

Extruding the sketch (Extruding uses the 2D sketch to create a 3D solid feature)

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Sketch Entities/Geometry SolidWorks offers a rich variety of sketch tools for creating profile geometry.

Sketch entity Toolbar button Geometry example

Line

Circle

Centerpoint Arc

3 Point Arc

Tangent Arc

Ellipse

Partial Ellipse

Parabola

Spline

Polygon

Rectangle

Parallelogram

Point

Centerline

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Status of a sketch The most common color codes are: No. Color Diagnostic Case

1. Blue

Under constrained

(this is usually appears when first

drawn)

2. Black

Fully constrained

(when more constraints and dimensions are

added to the sketch – the sketch

become completely defined)

3. Red

Over constrained

(adding any dimension to fully

defined would serve to overdefine

the sketch)

Only case 1 and 2 are allowable. For case 3, you must fix the error as soon as possible before quitting the sketch mode otherwise a warning message will pop-out and it will create more problems for yourself.

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Sketch Relations The following table describes the entities that you can select for a relation and the characteristics of the resulting relation. Relation Entities to select Resulting relations Horizontal or Vertical

One or more lines or two or more points.

The lines become horizontal or vertical (as defined by the current sketch space). Points are aligned horizontally or vertically.

Collinear Two or more lines. The items lie on the same infinite line.

Coradial Two or more arcs. The items share the same centerpoint and radius.

Perpendicular Two lines. The two items are perpendicular to each other.

Parallel Two or more lines.

A line and a plane (or a planar face) in a 3D sketch.

The items are parallel to each other.

The line is parallel to the selected plane.

Tangent An arc, ellipse, or spline, and a line or arc.

The two items remain tangent.

Concentric Two or more arcs, or a point and an arc.

The arcs share the same centerpoint.

Midpoint Two lines or a point and a line.

The point remains at the midpoint of the line.

Intersection Two lines and one point.

The point remains at the intersection of the lines.

Coincident A point and a line, arc, or ellipse.

The point lies on the line, arc, or ellipse.

Equal Two or more lines or two or more arcs.

The line lengths or radii remain equal.

Symmetric A centerline and two points, lines, arcs, or ellipses.

The items remain equidistant from the centerline, on a line perpendicular to the centerline.

Fix Any entity. The entity’s size and location are fixed. However, the end points of a fixed line are free to move along the infinite line that underlies it. Also, the endpoints of an arc or elliptical segment are free to move along the underlying full circle or ellipse.

Merge Points Two sketch points or endpoints.

The two points are merged into a single point.

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A line may be constrained vertically or horizontally. Once the line is drawn horizontally, it will remain horizontal unless the relation is removed. The line can be repositioned and resized but must remain horizontal. For an instance:

Where to find it

• Select the sketch entity or entities, and select the appropriate relation from the Add Relations section of the PropertyManager

• Or, right click the entity or entities, and select Add Relation from the short-cut menu

• Or, click Tools, Relations, Add… • Or, on the Sketch toolbar click Add Relation

You can view all relations in your sketches by select View – Sketch Relations

The line is in Horizontal The line is in vertical The lines are in horizontal

and have equal length

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What are we going to sketch? How to start?

1. Open SolidWorks 2007. 2. Select New from the File menu, or click on the New

icon on the Standard toolbar. 3. Select the type of new file (Part, Assembly, or

Drawing) from the New SolidWorks Document window.

4. Click OK. 5. Open a new Sketch. Open the sketch by either clicking or choosing Sketch from the Insert menu. This will show all three default planes for selection in a trimetric orientation. From the screen, choose the Front Plane. The plane will highlight and rotate. 6. Sketch active. The selected Front Plane rotates so it is parallel to the screen. The Origin Point

Plane can be resized by dragging these handles

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7. Sketch lines Click the Line tool 8. Saving your Work. It is a good habit to save your work right way. Always bear in mind to save regularly and often. Select Save from the File menu, or click Save icon on the Standard toolbar.

1 2

3 4

5 6

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9. Linear dimensions. Add additional linear dimensions to the sketch as shown.

10. Angular dimension. Using the dimension tool, create the angular dimension shown and set the value to 125°.

Where to find it? • Tools menu, select Dimensions,

Smart • Or Right click, select Smart

Dimension • Or Dimensions/Relations toolbar,

pick Smart Dimension tool,

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11. Fillets. Click Sketch Fillet and set the Radius to 10 mm. Select all of the endpoints in the sketch. Click OK. 12. Extrude menu. Click Insert, Boss/Base, Extrude or the tool on the Features toolbar to access the command

The depth is 10 mm.

Sketch Fillets are used to round off sharp corners in a sketch. Where to find it? • Tools menu, select

Sketch Tools, Fillet. • Or Sketch toolbar, click

Sketch Fillet

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13. Edit the sketch

Right click on Extrude, and select Edit Sketch

a. Change the value of angular dimension Double click on 125° and modify to 110°. You’ll see that other dimensions remain unchanged.

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b. Length of the base

Double click on 100 mm and modify to 90 mm

Click here to Exit Sketch and update your part.

Modified part

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Tutorial 1.1: Sketch a Simple Nut with Circle and Polygon 1. Create a New part in SolidWorks. 2. Right click Top Plane from the FeatureManager design tree. This will be a

Sketch plane. 3. Click Sketch from the toolbar. 4. Click Circle from the Sketch toolbar. Sketch a circle centered at the

origin. Give dimension as illustrated.

5. Click Tools – Sketch Entities – Polygon from the Menu bar. Sketch a Polygon centered to the origin larger than the circle.

6. Extrude to 8 mm depth.

We can create equilateral polygons with any number of sides from 3 to 40. Parameters This box allows you to define the number of sides. Other parameters will automatically update when this parameter is modified.

Circumscribed circle Inscribed circle

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Tutorial 1.2: Using 3D sketch

1 2

3 4

5 6

Select 3D sketch and start sketching

You can change the plane sketch by pressing the Tab key

Sweep function. You will learn this through Module 4 Apply Fillet with the radius is 10 mm

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1 2 3 4

5 6 7

Tutorial 1.3: Sketch part using Lines, 3 Point Arc, Tangent Arc and apply Add Relations between Sketch Entities

8

Select these two arcs to make tangent

Select Tangent as relations

Symbol of tangent as relations between these

two arcs

Add dimensions as illustrated

Extrude to 80 mm depth

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Exercise 1.1: Sketching Horizontal and Vertical Lines (15 minutes) Create this sketch on the Front Plane using lines, automatic relations and dimensions. Fully define the sketch.

Extrude the sketch 30 mm in depth.

Save and close the part. Exercise 1.2: Sketching Lines (5 minutes) Create this sketch on the Front Plane using lines, automatic relations and dimensions. Extrude the sketch 30 mm in depth. Save and close the part.

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Exercise 1.3: Sketching using Rectangle and Circle (5 minutes) Create this sketch on the Front Plane using rectangle and circle, automatic relations and dimensions. Exercise 1.4: Sketching a Chair Frame using 3D sketch (5 minutes) Create this sketch using 3D sketch (free dimension)

The completed figure used Swept feature that you will learn in Module 4

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Module 2: Additional Sketching (2 hours) This module is an extension of the previous module. Here, you will learn more about Sketch toolbar, Sketch Relations, Dimensions and edit the sketch. On the completion of this module, you will be able to:

• Apply other Sketch Entities: o Rectangle o Centerline o Ellipse

• Understand and utilize the available tools from the Sketch toolbar to create and modify the sketch:

o Trim – able to trim the selected entities, o Linear Pattern – able to create a linear pattern along one or both

axes, o Mirror – able to mirror existing sketch entities, o Offset – able to offset one or more sketch entities, and selected

model edges by a specified distance, o Circular Pattern – able to create a circular pattern along one or both

axes

• Apply Sketch Relations between sketch entities o Midpoint o Horizontal o Coincident o Tangent

• Edit the sketch o Edit Linear Pattern o Change the sketch plane

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Tutorial 2.1: Creating a Flat Bar (20 minutes) 1. Open a New sketch and Save As Flat Bar 2. Click Sketch from the toolbar. 3. Select the Front Plane. 4. Click Rectangle from the Sketch toolbar.

5. Click Centerline from the Sketch

toolbar. 6. Select both Centerline and Origin Point (press Ctrl key while selecting) and

choose Midpoint as their relations.

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7. Click Trim Entities from the Sketch toolbar

8. Select Trim to closest from the Trim Options

9. Select the right and left vertical lines to remove. 10. Click Tangent Arc from the Sketch toolbar.

11. Give dimension to the bar.

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12. Click Circle from the Sketch toolbar with the diameter is 20 mm at the

left end of the bar.

13. Click Linear Pattern from Tools – Sketch Tools drop down

menus.

14. Extrude the bar to 10 mm depth.

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15. Save the part. 16. Editing a. Reduce the number of holes to 5

i. Right click on Extrude and select Edit Sketch

ii. Select one of the Circle and right click and choose Edit Linear Pattern

iii. Change the number of holes from 9

to 5 and the distance between each holes to 50 mm

iv. Select OK and Exit Sketch.

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b. Change the Sketch Plane

i. Expand the Extrude. Right click on Sketch and select Edit Sketch Plane.

ii. You will see shows the Front

Plane, which denotes your previous sketch plane.

iii. Expand this button iv. Select Top Plane.

v. Click OK and you will see that the sketch plane is now changed to Top Plane.

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Tutorial 2.2: (20 minutes) 1. Open a new sketch. 2. Click Sketch from the toolbar. 3. Select the Front Plane. 4. Sketch horizontal and vertical Centerlines. 5. Sketch two Circles with different diameters as shown in figure below.

Connect these circles with 3 Point Arc. 6. We can see all relations between the sketch entities.

Tangent between arc and circle

Coincident

Horizontal

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7. Trim the sketch as shown in figure below. 8. Select Mirror from the sketch toolbar and mirror the entity with respect to the

vertical Centerline. 9. Next, Mirror with the horizontal Centerline. 10. Select Ellipse from the sketch toolbar and complete all dimensions as shown

in figure below.

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11. Extrude to 10 mm depth and save the part.

Tutorial 2.3: (15 minutes) 1. Open a new sketch. 2. Click Sketch from the toolbar. 3. Select the Front Plane. 4. Create a Circle with 50 mm in diameter.

6. Type 7 mm as distance parameter outside the first Circle.

5. Create another Circle by using Offset

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7. Sketch one Line which 6.15 mm from the vertical Centerline and Mirror about the Centerline. Then Trim the lines carefully until you get as similar as in figure below. If you pick a wrong line, you may Undo the step.

8. Select Tools – Sketch Tools – Circular Pattern . 9. Select the lines and insert 8 as your number of pattern instances.

11. Extrude to 10 mm and save your part.

Trimming

10. Trim the lines

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Exercise 2.1: (20 minutes)

(a)

(b) Special cam (Unit is in inch)

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(c) Shift Lever Exercise 2.2: Create a solid model of this 2 mm thick steel bicycle disk rotor. (25 minutes)

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Module 3: Basic Part Modeling (2 hours) This module provides an understanding of creating Extruded, Fillet, Chamfer, Simple Hole and Hole Wizard features. These are the samples of Features toolbar: Boss/Base and Cut

Features

Pattern/mirror

Some of the icons (which are not circled) will be seen during Module 4 – Additional Part Modeling. On the completion of this module, you will be able to:

1. Sketch at any planes, 2. Utilize extruded boss and extruded cut, 3. Create fillet and chamfer at the selected edges, 4. Create standard holes by applying the Hole Wizard, 5. Find the mass of your part and 6. Edit or manipulate features geometry to reduce or increase the mass

properties of the component.

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Sketching and Creating Bosses (45 minutes) 1. Open a new sketch. 2. Click Sketch from the toolbar. 3. Select the Top Plane. 4. Sketch as shown in figure below. Add dimensions to the sketch.

5. Extrude 10 mm upwards.

Equal length

Coincident with the origin

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6. lnsert new sketch. Create a new sketch using Insert, Sketch or by clicking the Sketch tool. 7. Sketch as shown in figure below.

Select this side/plane

Coincident with the origin

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8. Add dimensions.

9. Extrude to 10 mm depth and in reverse direction.

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Creating a Counterbore Hole 10. Hole position. Select the face indicated and Insert – Features – Hole – Wizard…

Select this face

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11. Choose Counterbore. Set the properties of the hole as follows: Standard: Ansi Metric Screw Type: Hex Bolt – ANSI B18.2.3.5 Size: M8 Fit: Normal End Condition: Through All 12. Turn to Hole Position.

13. Drop the point onto the center point.

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14. Completed Hole. Click Finish to complete the hole feature.

Cut Feature 15. Press the spacebar and double-click *Front.

16. Select the left vertical sketch line and the vertical model edge. Add a Colinear relation between them. (Hold down the Ctrl key and then select the objects) Repeat the process on the opposite side.

Start a sketch on this large face and add a rectangle Coincident with the bottom model edge.

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17. Add a dimension.

18. Through All Cut. Click Insert, Cut, Extrude, Or pick Extruded Cut on the Features toolbar. Choose Through All and click OK

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Holes 19. Change the view orientation. Press the spacebar and double-click *Top. 20. Hole. Click the Hole tab and set the properties of the hole as follows: Standard: Ansi Metric Screw Type: Drill sizes Size: ∅12.5 End Condition: Through All 21. Turn to Hole Position and locate the holes.

22. Set Dimensions add relation so that these points are aligned horizontally.

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23. Return to Isometric.

Filleting 24. lnsert Fillet. Set a radius = 10 mm

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25. Add fillets at selected edges and face, radius 2.5 mm, and using Full preview.

Chamfering 26. Add chamfer to the holes.

Selected edges and face

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27. Save the part.

Define Material and Mass Properties 28. How to define material and check its mass properties

29. Choose Copper and its Alloys and select Brass.

Right click on Material and select Edit Material

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30. Drop down menus, Tools – Mass Properties…

Editing features 31. Mass of the part can be reduced by modified the thickness of the features. 32. Right click on Extrude and select Edit Feature.

Mass of the part (474.04 g)

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33. Change the depth from 10 mm to 5 mm.

34. Click OK. 35. Check the current mass of the part. Now, the mass is 326.09 g which means more

than 30 % of mass has been reduced. 36. The Cut Feature is still maintaining the dimension to be 2.50 mm from the bottom

face.

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Exercise 3.1: Glass Plate (15 minutes) Create this part using the information and dimensions provided. Sketch and extrude profiles to create the part.

Exercise 3.2: Bracket (15 minutes) Create this part using the information and dimensions provided. Sketch and extrude profiles to create the part.

4 x M20 Drilled Hole

R20 fillet

10

CBore M14 Hex Head Bolt

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Exercise 3.3: Create this part using the information and dimensions provided. Sketch and extrude profiles to create the part. (10 minutes) Exercise 3.4: Gland (15 minutes) Create this part using the information and dimensions provided. Sketch and extrude profiles to create the part.

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Start sketching Give dimensions

Trimming

Mirror the sketch with vertical axis

Mirror

Sketch small circle and mirror for another circle

Extrude 10 mm

Sketch circle with 70 mm diameter and extrude 10 mm

Sketch another circle with 48 mm diameter and extrude cut 15 mm

Complete part

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Exercise 3.5: PVC Tee Pipe (30 minutes) Create a solid model of this plastic pipe tee. A tee is used to connect pipes together. The type of tee shown here is used to join pipes with solvent welding. A chemical is applied to the inside of the socket, and the pipe is then forced into the socket. The solvent softens the plastic, and when the solvent dries, a strong, permanent joint is created. The sockets are tapered slightly to allow for a tight fit with the pipe.

Set the material to PVC Rigid (density=1300kg/m3) and find the mass of the tee. (Answer: Weight =70.63 g)

Sockets are to be tapered 0.50 degrees

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Module 4: Additional Part Modeling This module provides a comprehensive understanding on additional modeling techniques such as: Revolved, Patterning, Swept, Lofted, Rib and Shell features in SolidWorks. Below are examples of products that applied these types of features.

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Revolved features Revolved Boss/Base – material added by rotating the profiles about a centerline Revolved Cut – material removed by rotating the sketch The Revolve parameters box provides the ability to select:

Centerline

One of the lines is collinear with the centerline to make a solid cylinder

Allow a small gap between rectangle and the centerline to create a hollow cylinder

Axis of Revolution Revolve Type • One-Direction • Mid-Plane • Two-Direction

Angle

It controls the revolve thickness

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Tutorial 4.1: 1. Draw a Centerline across the Origin 2. Using Line, sketch as follows (free dimension) 3. Exit the sketch and select Revolve from Features toolbar. Select the Centerline

as the Axis of Revolution.

It rotates clockwise

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4. The direction of rotation and its angle can be changed, i.e. 180°.

5. Click OK. 6. To edit the feature. Right click Revolve and select Edit Feature.

Click here to change the rotation to counter clockwise

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7. Change the angle of revolution to 360°.

8. We will make holes on the selected face.

9. Sketch a Circle and tick For construction box. The line will turn to construction

line.

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10. Sketch a small Circle and coincident with the construction line. 11. Extrude Cut, Through All. 12. The hole will be copied around the face by using Circular Pattern. Click View –

Temporary Axes. The axis will be used as axis of rotation.

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13. Select Circular Pattern from Features toolbar. Number of holes are 6.

14. The completed part.

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Patterning

In Module 2, you have learnt the sketch pattern such as linear and circular pattern. There are other pattern tools that are available in SolidWorks. You may find them at Insert – Pattern/Mirror.

Pattern repeats the selected features in an array based on a seed feature. You can create a linear pattern, a circular pattern, a curve driven pattern, a fill pattern, or use sketch points or table coordinates to create the pattern.

But remember, the commands are only enable when you have multi body parts.

Linear pattern Select the features, then specify the direction, the linear spacing, and the total number of instances.

Circular pattern Select the features and an edge or axis as the center of rotation, and then specify the total number of instances and the angular spacing between instances.

Curve driven pattern

Select the features and an edge or sketch segment on which to pattern the feature. Then you can specify the type of curve, the curve method, and the alignment method.

Fill pattern Fill a defined region with a pattern of features or a predefined cut shape. Typical uses include: • Weight reduction • Ventilation holes

Sketch points or Table coordinates to create the pattern

Select where to populate a seed feature by sketching points on model face, or Add or retrieve previously created X-Y coordinates to populate a seed feature on the face of the model.

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Tutorial 4.2: Vary Sketch option

1 2 3 4

5 6 7

Sketch as illustrated (some of the entities are free dimension)

Extrude the sketch Sketch a slot on top of 3D part and give dimensions Hint: 8 mm at both sides will control the distance

between the arcs and the plate edges.

Extrude cut the slot

Apply Linear Pattern and enable Vary Sketch

option Apply Circular Pattern Complete component

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Exercises 4.1: Curve Driven Pattern

1 2 3 4

6 7

Sketch as illustrated using Spline (free dimension)

Extrude to 10 mm

Offset 5 mm

Sketch a Circle with diameter 3 mm on top of spline face

Select the Circle and add relations with the Offset line to

be coincident

Extrude Cut the Circle

8

Select the Extruded Cut feature and go to Insert-Pattern/Mirror-Curve Driven Pattern

Select the Offset Spline as the direction Spacing and Instances: 20

5

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Swept Swept Boss/Base – material added by sweeping a profile along the path Cut Sweep – material removed by sweeping a profile along the path

Follow path – the section remains at the same angle with respect to the path at all times.

Keep Normal Constant – the section remains parallel to the beginning section at all times.

Sample of applications:

Power cord Spiral coil

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Tutorial 4.3: Creating a Worm Gear

Sketch the profile (or the sketch can be taken from Tutorial 2.3, but you have to

modified a bit) Create the path

Completed part

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Tutorial 4.4: Creating a Spring

Sketch a Circle

Completed spring

Create a Plane Normal to Curve

Click Insert: Curve: Helix/Spiral

Sketch a Circle with 3.50 mm diameter Select Swept. The Circle will be

the Profile and Helix/Spiral is the Path.

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Tutorial 4.5: Creating a Bottle (with a guide curve)

Create a Profile

1 2 3 4

5 6 7

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Lofted Loft creates a feature by making transitions between profiles. A loft can be a base, boss, cut, or surface. You create a loft using two or more profiles. Only the first, last, or first and last profiles can be points. All sketch entities, including guide curves and profiles, can be contained in a single 3D sketch.

You can drag to modify/change the location of these blue points

(closing point)

Sample of application: Chisel

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Tutorial 4.6: Create lofted part with Centerline Parameters 1. Create Rectangle on Front Plane. 2. Select and sketch 3 Point Arc at other Top Plane. One of its end points must

coincident with the Origin.

3. View in Isometric. 4. Create a Plane Normal to Curve. You have to select the Arc and Point.

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5. Sketch another Rectangle on this Plane 6. Select Loft from Feature toolbar. Select Sketch 1 and Sketch 3 (both

Rectangles) as the profiles.

7. Expand the Centerline Parameters and pick the Arc (Sketch 2).

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Exercises 4.2: Chisel 1. Select Front Plane 2. To create another Plane, Hold Ctrl key and drag Front plane to the left. 3. Set the Distance to 30 mm and Instances: 2

4. Create one more plane (Plane3) which 40 mm from Plane2 using the same

method.

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5. Select Front Plane and sketch a square.

6. Exit sketch. 7. Select Plane1 and sketch a Circle. 8. Exit sketch. 9. Select Plane2 and sketch another Circle, which its radius is coincident with the

vertex of the square. Exit the sketch.

10. Select and Copy larger Circle and Paste on

Plane3.

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11. Click Features – Lofted Boss/Base 12. Select sketches. You have to make sure that all the selected points are at the

same corner.

13. Create one plane 200 mm at the back of Front Plane.

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14. Select Plane4 that you have just created and sketch a Rectangle as illustrated below.

15. Click Features – Lofted Boss/Base. Select the profile. Pick the point at the right

bottom of square and rectangle.

16. Complete the model. Save the part.

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Rib and Shell Rib is a special type of extruded feature created from open or closed sketched contours. It adds material of a specified thickness in a specified direction between the contour and an existing part. You can create a rib using single or multiple sketches.

1. Sketch L shape and extrude the sketch. 2. Sketch a Line to use as the rib feature on a plane.

3. Click Rib on the Features toolbar, or click Insert, Features, Rib.

4. Click OK

Shell tool hollows out a part, leaves open the faces you select, and creates thin-walled features on the remaining faces. If you do not select any face on the model, you can shell a solid part, creating a closed, hollow model. You can also shell a model using multiple thicknesses.

Rib

Rib

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Tutorial 4.7: Using Shell to create wall thickness inside the Bottle

1 2 3

4 5 6

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Module 5: Assembly Modeling Stages in the process;

1. Creating a new assembly • New assemblies are created using the same method as new parts

2. Adding the first component • Components can be added in several ways. They can be dragged and dropped from an

open part window or opened from standard browser.

3. Position of the first component • The initial component added to the assembly is automatically fixed as it is added.

Others components can be positioned after they are added.

4. Mating components to each other • Mates are used to position and orient components with reference to each other. Mates

remove degrees of freedom from the components.

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Concentric mate between two cylindrical faces

5. Sub assemblies • Assemblies can be created and inserted into the current assembly. They are

considered sub-assembly components.

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From assemblies, you can: 1. Perform mass properties calculations on entire assemblies and also interference

(clashes) detection between parts in assembly,

2. Create an exploded view of an assembly,

3. Bill of Materials (BOM) table can be generated from the assembly. Associated

balloons can be added to identify the items.

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Assembly toolbars

Basic assembly mates • Coincident – place two flat surfaces in the same plane • Parallel – define two flat surfaces as parallel • Perpendicular – define two lines or planes as perpendicular to one another • Tangent – define a cylindrical feature as tangent to a line or plane • Concentric – align the centerlines of two cylindrical features • Distance – make two surfaces parallel, with a specified distance between them • Angle – two lines or planes at a preset angle to one another

• Insert components

• Hide/show components

• Change suppression state

• Edit component

• No external references

• Mate

• Move component

• Smart fasteners

• Exploded view

• Explode line sketch

• Interference detection

• Simulation

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Sliding Brace Assembly 1. Create a new assembly 2. Insert components (Browse the components from Desktop/SolidWorks Basic

Training/Module5/Bracket) 3. Float and Fix components

By default, the first component inserted into an assembly is fixed (locked) in position.

Fixed

Right click and select Float. Now, the component is ‘floating’, and can be moved or

rotated

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4. Mate the faces of these two components (Bracket – C Link) and select Coincident

1

2

3

Select top Face of C Link

Select bottom Face of Bracket

Coincident

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1

2

Select these two faces

Select these two faces

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5. Moving and rotating the component – U Bolt

12

3

Select this component to rotate

Rotate the bolt so that its legs are parallel with the holes

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6. Mating components (select U Bolt’s right leg and Bracket’s hole) – choose Concentric

12

3

Concentric

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7. Mate another side Mate another side

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8. Select bottom faces of U-Bolt and C Link and constraint their Distance to maintain at 40 mm.

Distance

1 2

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9. Continue with the other side. You have to insert other U-Bolt and C Link and apply mates on respective parts as before.

10. You will utilize the Design Library and take a standard nut from the library. 11. Save as the nut to Desktop/SolidWorks Basic Training/Module5/nut.

Double click the nut

1

2

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12. You will be asked to Select a Configuration of the nut size. Select M20-2.5. M – Metric, 20 – nut diameter (in mm)

13. Insert/copy four nuts. 14. Mating the nuts

1

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15. A complete assembly.

2

3

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16. Generate an assembly statistics - Generate a report of the components and mates in an assembly.

20 mates

9 components

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Exploding and collapsing the assembly Exploded View - It is a view of an assembly where the components have been separated. 17. Select the component to be exploded – a triad will appear – place the cursor

over the arrow on the triad that represents the direction in which component should be exploded – then drag to the desired distance.

18. Select the nuts (it will be highlighted in cyan color at the design tree). Then drag

the triad downward. 19. Continue to select other parts and follow the sequence.

Exploded step

Drag the triad downward

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20.

Creating an explode line sketch 21. Make sure the assembly in its exploded view (not collapsed).

12

Expand the entries in the ConfigurationManager so that defined Explode Steps will appear

Exploding

Collapsing

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22. Select edges or faces on components that the explode line will connect between.

23. Repeat for other components. Save the assembly.

Select edges

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Module 6: Drawing After completion of this module, you will be able to: -

• make 2-D drawing from a SolidWorks part file. • create a custom drawing sheet format, and • use eDrawings to create a drawing file that allows easy file sharing

1. To open a new drawing file, open SolidWorks 2007, click New icon on the

Standard toolbar. 2. Select Drawing icon and then OK.

3. You will be asked about the format and size of your drawing layout. Click

Standard sheet size and select A-Landscape. Do not turn on the Display sheet format yet.

4. Click on the X to close the box, we will set a few options

before browsing the part file.

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Drawing toolbars In the drawing mode, the CommandManager has THREE groups of command:

Drawing

Sketch

Annotation You will use some of the icons along the way.

Insert standard drawing views - Angle of projections 5. In the drawing space, right-click and select Properties from the menu.

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6. Select Third angle projection. Do not worry about the scale, it can be changed later,

Insert Component into Drawing 7. In Drawings CommandManager, select Standard 3 View 8. Then Browse…

Select Third angle projection

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9. Search the Bracket that you have created during Exercise 3.2 or go to Desktop/Module3/Exercise 3.2. Enable the Preview to view the part before you open.

10. Selected part in third angle projection. 11. All other views are aligned with the Front view. When you move/drag the front

view up-down or left-right will move the other views.

Front view

Top view

Right view

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12. Enlarge the views by change the scale to 1:2

Adding dimensions to drawing and modifying dimensions 13. Select Annotation – Model Items, and in Dimensions tab, click Marked for

Drawing

Make the Hidden Lines Visible

Marked for Drawing

Source: Entire model

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14. To change the arrow direction, click this point.

Create Section View 15. Select the Section View Tool from the Drawing group.

1 2

3

Move the cursor over the edge

Move the cursor to the downside of the bracket

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16. A Section View is created. To reverse the arrow direction – double click on the section line

17. To break alignment between section view and top view, right click the section

view; go to Alignment-Break Alignment.

18. Delete the Right view.

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19. The location of Right view will be replaced by the Section view, but you need to rotate this view first. Right click the view; choose Zoom/Pan/Rotate – Rotate View.

20. Rotate the view to -90°.

21. Select the section view, and click Centerline Tool from Annotations group then centerlines will be added to the holes

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22. Press and hold the Shift key and drag the dimension of 45 mm diameter hole from the top view into the Section View

23. You can also hide the dimension. Just select the dimension you want to hide,

right click and find Hide. To show the dimension, go to View – Hide/Show Annotations, then click any hidden dimension

Press Shift key and select the Dimension

Bring the Dimension to a new location

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Insert a Note 24. Select Note Tool from the Annotation group

25. Begin typing the text as shown in the box that appears.

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Edit Sheet Format 26. Right click in the drawing space and select Properties

27. Turn on/enable the box Display sheet format.

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28. Right click in the drawing area and select Edit Sheet Format. 29. The drawing Sheet Format. After this, you will learn how to do some modification

to the sheet.

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30. Drag your mouse from left to the right to select all the lines and information that you may not needed. Press Delete key and then use Trim Entities to trim the lines.

31. Trim until you get the drawing table like this.

32. Select Note Tool and type inside the Comments. Symbol plus/minus is inserted

by clicking on the Add Symbol Tool under Text Format tab.

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33. Fill up the form as shown; type your department and drawing title.

34. To modify the scale, you have to go to Sheet Properties and change the Scale

1:2.

The Scale 1:5 is not corrected.

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35. Right click and select Edit Sheet.

36. You will get back to the other side of drawing. It includes your drawing part and

sheet.

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37. A trimetric view can often be helpful in interpreting a 2D drawing. To bring the view into the drawing layout, click Model View from Drawings.

38. Click arrow Next. 39. Select the Trimetric View, and arrange the view as

figure below.

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Assembly Drawing

Assembly drawings show all the parts and how they go together Dimensioning is not usually required Hidden lines usually omitted 3D CAD packages can generate assembly drawings directly from assembly

models

Elements of an Assembly Drawing

All parts are shown in one drawing • assembled view • sectioned assembly • exploded assembly

Parts list or bill of materials (BOMs) • Part ID, quantity, description, catalogue number, etc.

Balloons • each part is identified by a numbered balloon, and referenced to the

parts list Machining and assembly instructions

Example of Assembly Drawing

Balloons

Parts list (BOM)

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Opening drawing template and edit Sheet Format 1. Open the assembly file Desktop/SolidWorks

Basic Training/Module5/Sliding brace assembly.sldasm”. Make sure that the assembly is in the ‘collapsed’ configuration

2. OK to accept the Drawing Template 3. Click Standard sheet size and select A-Landscape. Do not

turn on the Display sheet format yet. 4. In the new drawing window, select the Standard 3 View, and make

sure it is in Third angle projection

Uncheck the box

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5. Select the Model View Tool from Drawings group

Adding the Exploded View 6. Next, we will make an exploded view to the drawing.

Select Trimetric from the list Trimetric view

Enable the box to show in exploded state

2

1

Right click the Trimetric View and select Properties

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7. Showing the assembly and exploded drawing.

Creating Bill of Materials (BOMs) 8. Select any of the drawing views 9. From the main menu, select Insert: Tables: Bill of Materials

10. Accept the default selections

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Customizing BOMs 11. Edit the title box 12. The drawing is almost complete, but the item numbers in the Bill of Materials

are not linked with the components in the drawing. We will add “balloons” with part numbers to the drawing.

AutoBalloons 13. Select the exploded Trimetric Views. Select

the AutoBalloons Tool from the Annotations group of the CommandManager.

14. Balloons will be added to the view. 15. Click and drag the part numbers to relocate the

balloons.

Click on the Part Number cell, and select Column Properties

Edit the title box to read PART NAME

21

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16. Balloon styles 17. Completed assembly drawing.

Circular – Triangular – Hexagon – Circular split line –

Item number Quantity

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Producing an e-drawing file 1. Right click at the Main Menu and select eDrawings 2007. 2. Click Publish eDrawings 2007 File 3. A pop up window will come out. Click Retry button.

4. e-drawing file.

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5. To save the file, go to File-Save As. The type of file is *.edrw.

Exercises 6.1: In the PropertyManager, click Browse, and then open Desktop\ SolidWorks Basic Training/Module6/motor casing.sldasm. Do the assembly drawing as shown.

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References 1. William E. Howard and Joseph C. Musto, (2006). Introduction to Solid Modeling

using SolidWorks. McGraw-Hill International Edition. ISBN 007-124956-7.

2. David Murray, (2006). Inside SolidWorks 4th Edition. Thompson Delmar Learning. ISBN 1-4180-2085-0.

3. David C. Planchard and Marie P. Planchard, (2008). A Commands Guide for

SolidWorks 2008 – The reference edition including more than 200 integrated stand-alone tutorials. Thompson Delmar Learning. ISBN-10: 1-42835301-1, ISBN-13: 9781-4283-5301-5.

4. Frederick E. Giesecke, Alva Mitchell, Henry Cecil Spencer, Ivan Leroy Hill, John

Thomas Dygdon and James E. Novak, (2003). Technical Drawing 12th Edition. Prentice Hall. ISBN 0-13-178446-3.

5. Albert William Boundy, (2002). Engineering Drawing 6th Edition. McGraw-Hill

International Edition. ISBN 007-471043-5. 6. James H. Earle (2004). Engineering Design Graphics AutoCAD 2004 11th

Edition. Pearson Prentice-Hall. ISBN 0-13-142573-0. 7. SolidWorks 2003 Training Manual. 8. http://www.solidworks.com/ 9. SolidWorks 2007 Online User’s Guide