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In this Solid Edge Assembly hands-on training session, we will take a look at some of the exciting new tools offered in ST4 Assembly. These tools include some enhancements to assembly relationships including some new options for those relationships to make you more productive. Another area we will focus on is enhancements to the steering wheel while working with synchronous components within the assembly. Finally, we will visit the ERA (Explode-Render-Animate) environment to explore ways to enhance your experience with exploded views and flow line creation.
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© Siemens AG 2011. All Rights Reserved.
Solid Edge ST4 Assembly Hands-On
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Speaker Bio: Mark Thompson
Background:
Started in the CAD/CAM business in 1987 with Intergraph after working 14
years in manufacturing as a machinist/tool maker. Have been working with
Solid Edge since its inception. Currently work in the SE Field Support
group, which I have been a part of for the last 24 years.
Areas of Expertise:
All areas of Solid Edge
Personal interests:
Cycling & Running
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Executive Summary
Today’s Topics:
Assembly Shortcut keys
Assembly Relationships Options with the “Move/Copy” command
Top down design
Assemble the roller
Replace the wheel with the new roller assembly
New assembly relationships – Centering and Range
Working with foreign data in assembly – extrude form assembly faces
Creating Flow lines
Key Takeaways:
The user will walk away with a better understanding of Solid Edge ST4
Assembly environment.
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Assembly Shortcut Keys
Ctrl – period to “Hide Previous Level” when in-place activated
Shift – Spacebar to start “Selection Manager”
Ctrl – Spacebar to switch between Part/Face select mode
Ctrl – Q to “Hide Previous Level” when in-place activated
Ctrl – Shift – D to suspend movement of parts during Copy/Move
Spacebar to turn on Add/Remove move
Shift – Spacebar to start “Selection Manager”
Ctrl – Spacebar to switch between Part/Face select mode
Ctrl – Q to “Hide Previous Level” when in-place activated
Ctrl – Shift – D to suspend movement of parts during Copy/Move
Spacebar to turn on Add/Remove move
A RMB click will get you to the
shortcut menu where you can
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ST4 Assembly Hands-On 1
To get started with the Solid Edge ST4 Hands-On session, go ahead and start
Solid Edge ST4.
Click on “Open”
Turn off all overrides and “Save As Default”
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ST4 Assembly Hands-On 1
1 - Assembly Relationships
Open Roller Table.asm
Select Swivel_Caster.asm
Move the steering wheel to the center of the lower
right hole as shown
Notice the relationships listed
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ST4 Assembly Hands-On 1
Select the “Copy” option from QuickBar
Select the secondary axis and
begin to drag the sub-assembly
to the right
Here is where I like to use the
“Ctrl-Shift-D” keys to suspend movement.
Select the center hole key point on the far right side of the blue plate
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ST4 Assembly Hands-On 1
When you select the center point the following
dialog will appear, giving you the option to not
repair unsatisfied relationships or to repair them.
New for ST4 is the ability to repair by offsetting
or creating new relationships.
For this exercise we can select the first option.
Click the OK button.
QuickBar will prompt you to select part(s)
for Solid Edge to locate new relationship
entities.
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ST4 Assembly Hands-On 1
Select the blue plate, which tells Solid Edge
to search the plate for new entities to create
new relationships if needed, and then select
the green checkmark or RMB click to accept.
Review the relationships – the mate did not change, the
alignment was offset, and the hole align is new.
Now let’s copy both casters to the opposite
side of the plate – make sure to move the
steering wheel center to one of the holes.
Select the “Copy” button, then select the
primary axis and begin moving sub-assemblies to the right.
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ST4 Assembly Hands-On 1
Use the Ctrl-Shift-D keys to suspend movement
and drag the cursor to the same hole on the
opposite side of the blue base plate.
In this example we will remove all external
relationships and add new ones.
Of course you need to identify what parts to
use to find new entities to create the new
relationships, so select the blue base plate
again and accept with green checkmark.
Notice the new relationships.
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ST4 Assembly Hands-On 1
This becomes a great way to replicate parts in an assembly where you want
the parts to have assembly relationships created or maintained.
NOTE – If you find a particular way you
want to work, you can easily check the option
to be remembered and not show the dialog.
When finished, you should have 4 casters
with satisfied relationships.
Let’s finish this hands on by rolling the model
over and copying the other components.
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ST4 Assembly Hands-On 1
To finish the exercise. we will copy the pillar to the
opposite side in the same way we copied the
casters.
Select the pillar and set the steering wheel to
the lower left corner as shown – select “Copy”
Now move to the opposite side using one of the options - for this we are going
to remove all and create new and turn off the dialog as described earlier.
When you select the option to create new relationships,
it will always ask what geometry you want to create the
new relationships against, so select the long base frame
as shown.
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ST4 Assembly Hands-On 1
After the copy your assembly should look like this.
Now we need to copy the 3 components to
the opposite side of the cart.
Select all 3, set the steering wheel to the lower
front corner. and copy them to the opposite side.
When you get them copied, you will need to
select the new components to attach them to
create the new relationships.
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ST4 Assembly Hands-On 1
With this copy you will need to select all
3 components: the 2 long pieces and
the blue plate.
Select the green check to accept.
The final operation is to copy all the bottom components from the bottom to the
top of the 4 pillars, not including the caster assemblies.
The best way to do this is to go to a front
view using the Ctrl-F keys and then use a
fence select – try not to include the caster
plates.
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ST4 Assembly Hands-On 1
If you do happen to get one of the plates
selected, use the Spacebar to set the
selection to so
you can deselect them.
Now move the steering wheel to the bottom
corner and copy the components to the top.
You can then select the 4 pillars for
the new relationships.
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ST4 Assembly Hands-On 1
Great job!
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ST4 Assembly Hands-On 2
2 – Top Down Design
Open ASM_01_00800.asm, which is a blank
assembly
In PathFinder select the “Parts Library” tab
Click in the white space of PathFinder and then
select the “Ctrl - Period” keys to set the folder
location to that of the assembly folder
Now click on the roller, which is PAR_01_00800.par
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ST4 Assembly Hands-On 2
Once the roller has been dropped into
the assembly, we then want to continue the
top down design by dragging
PAR_01_00802.par into the assembly.
Notice that the bearing already has relationships
applied from the “Capture Fit” command, so we only
need to tell Solid Edge where to place
the part.
Select the inside face of the bearing
to satisfy the mate relationship.
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ST4 Assembly Hands-On 2
The next relationship that Solid Edge
is looking for is the axial align, so select
any cylindrical face to finish placement.
The placed bearing
is shown at right.
To duplicate, we can either drag in the
bearing as we just did, or we can simply
select it and use the steering wheel
with the copy option to put it on the
other side.
We will choose the second option.
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ST4 Assembly Hands-On 2
Select the bearing, then move the steering
wheel to the top hole as shown
Select the torus of the steering wheel and
and make sure the “Copy” option is selected
Rotate the bearing and key in the value
of 180 degrees
Because we still have our option to create new
relationships, Solid Edge prompts us to
identify the part for those relationships, so
we select the roller as shown and accept.
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ST4 Assembly Hands-On 2
Next, we want to bring in the shaft
assembly ASM_01_00801.asm.
Again, capture fit was used for this
assembly, so we only need to
select where we need to place the parts.
The first relationship is a mate, so
we select the end face of the bearing.
The last relationship is an axial alignment,
so we select the outside diameter to finish
placement.
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ST4 Assembly Hands-On 2
Your finished assembly should look like this!
Save the assembly and close.
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ST4 Assembly Hands-On 2
Open ASM_01_00701.asm
The objective with this hands-on is to
replace the support wheel with a new
roller assembly.
Delete PAR_04_00095.par
Select PSM_01_820.psm and move the
steering wheel from the default location
to the top mounting hole as shown
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ST4 Assembly Hands-On 2
Select the primary axis to move the bracket to the farthest right mounting hole
Use the “CTRL-Shift D” keys
to stop movement of the part,
as it is easier to select key
points
Make sure to get the center of the
hole and click to place
Use the Assembly Relationship
options as shown to place part
Click “OK”
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ST4 Assembly Hands-On 2
Select the deck for assembly to locate
new faces to replace and then click
on the green checkmark to accept
From the parts library, drag in the roller assembly
we just put together called ASM_01_00800.asm
and place in the assembly
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ST4 Assembly Hands-On 2
Apply an align between the 2 parts
Change the relationship type to “Center Plane”
and set to “Double” as we will define 2 initial faces
First, select the 2 end faces on the roller assembly, then select the 2 inside
faces of the brackets
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ST4 Assembly Hands-On 2
Click “OK” to apply relationship
To give the roller more room, we now need to move the left bracket to the left
using face select (CTRL-Spacebar).
Select the left slot face and
move it to the left 12mm
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ST4 Assembly Hands-On 2
We can now use the “Move-Copy”
option with the steering wheel to
copy the roller assembly.
Select all 3 parts from PathFinder
Move the steering wheel to top right hole on center
Click on the “Copy” option
Use “CTRL-Shift D” to stop the
roller assembly from moving and
locate the first hole to left of the
current roller.
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ST4 Assembly Hands-On 2
After selecting the hole, set the Assembly
Relationships Options to “Find new
relationships”
Select the mower deck and click
the green checkmark to accept
Close the files
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ST4 Assembly Hands-On 2
Open ASM_01_00005.asm
Here we will apply the range option to the
cylinder that controls the travel of the
mower steering arms
Select the cylinder push rod (PAR_04_00146.par)
Notice the rod has 2 assembly
relationships
Select the “Mate” relationship from
PathFinder
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ST4 Assembly Hands-On 2
Notice it is a fixed relationship set to 20 mm
Click on the “Fixed” icon and change it to range
The “Range” toolbar will appear, showing first the
current position (20 mm) and then the range, which starts
at zero and ends at 20.
Change the 20 mm value to 50 mm and select “Enter”
You have to use the “Enter” key or it will not take the entry.
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ST4 Assembly Hands-On 2
Now select the drag component command
and use the “Freeform Move” option
This allows the components to freely move between the range specified.
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ST4 Assembly Hands-On 3
3 – Flow Lines
Open ASM_04_00010.asm
Rotate the model and zoom up on
the area shown below
This is the area we will be working
in for this hands-on.
Click on the “Open” command
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ST4 Assembly Hands-On 3
Select 1ST_CASTING.dwg
On the bottom of the dialog
select “Options”
Make sure you are pointed to
“1seacad.ini”
Click “Next” after reviewing
options
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ST4 Assembly Hands-On 3
On the 2nd dialog, make sure you
are pointing to the
“metric_draft.dft” template file
Step through all 8 steps
then then click “Finish” on
step 8 dialog
When you get back to the “Open”
dialog, select “Open”, which will
open the acad file into SE Draft
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ST4 Assembly Hands-On 3
Once the information is open in
draft, we are ready to take this 2D
information into the part environment
where we can easily create the 3D
model from the 2D profiles.
On the left side of the screen click on the “Layers”
tab and select “Borders”, “Text”, and “Center”, and then
turn of those layers by selecting the “Hide Layer” button.
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On the top ribbon bar, select the “Tools” tab,
then select the “Create 3D” command
Make sure you are pointing to the
metric_part.par as shown
Click “Next”
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Fence select the
top left view so
all the elements
and dimensions
highlight
Click “Next”
Fence select the top
right view so all the
elements and
dimensions highlight
Click “Next”
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Fence select the
bottom left view
Click “Finish”
The 2D is then read into
the Part environment
automatically.
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ST4 Assembly Hands-On 3
We now want to rotate the view about the large hole.
Using the middle mouse button, select the
large hole in the center of the part.
When the circle turns red, click the middle
mouse button to select, then move your cursor
off the graphics, then click and hold the middle
mouse button down and move your cursor to
rotate about that center point of the circle.
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Press and hold the RMB (right mouse button) to bring
up the radial menu and then select the “Extrude”
command or use a gesture to execute the command
When Quickbar appears, select “Chain” from the pull down menu
Now select the outside chained edge to
extrude
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ST4 Assembly Hands-On 3
If the key points are set as shown,
you should be able to select the
end point from the profile.
A glyph will appear showing the
end point.
This will set the depth.
Now select the “region”
Move the cursor off the graphics and
press the spacebar to enter the
“Add/Remove” mode – Notice the cursor
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Select all 5 regions
Now select the steering wheel
arrow to extrude
As you move your cursor back
and forth notice it will either
subtract or add material to the model.
Notice the PromptBar – use the space bar to go into “Add” mode
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Once you are in the add mode, drag the
cursor out and let the cursor pick up the
end point on the sketch and click to place
Using the same selection options select
the 5 holes as shown, select the steering
wheel. and drag the holes through the
model or use the “Through All” option from
QuickBar
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Rotate the view so you can see the 4 bottom holes
After you get the part rotated, use a fence select
to quickly grab all 4 holes
NOTE: Do not fence other lines or arcs, so keep
your fence in the area circled in red
When you select them they will appear in
green.
Select the steering wheel arrow, drag up,
press the spacebar to get in the remove mode
and create the holes
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Select the round option from the ribbon bar
Select the 5 edges shown and round at 3 mm
RMB to accept and round
Press the “ESC” key to clear the command and
then RMB in space to bring up the menu
Select “Hide All”
Select “Sketches”
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Notice all the dimensions are now driving PMI dimensions
Select the 10 mm value and change it to 12.5 mm
To change, press the Ctrl key
down and scroll the mouse
wheel to the 12.5 value or just
key it in and accept
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Rotate the model so that you can see the 60 mm
hole dimension
Select the “Switch Windows” command
from the ribbon bar
Then select ASM_01_00002.asm
In the assembly, select the “Inspect” tab, then select “Smart Measure”
b
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Using “Smart Measure”, run a quick measure
between the 2 holes
Notice it shows the spread at 57 mm
If you recall, our part holes are 60 mm.
Use “Switch Windows” to go back to the part file
Select the 60 mm dimension
and change the value to 57 mm
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Save the file
When the dialog appears, give it the name 2dto3d
Switch Windows back to the
assembly document
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Once you are back in the assembly, on the left
side of the window open up the “Parts Library”
as shown and from the pull down menu, select
“Open Documents”
Here you will find the document that
we just saved (2dto3d.par).
Drag this document from the Parts Library
into the assembly
Once you drag the part into assembly, you are
automatically put in the assemble command
Select the hole first, then the shaft to place 1st
relationship
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Using QuickPick, select the back face
of the part
Finally select the hole shown in the part,
then select the hole in the frame
Then select the top face of the brown frame
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Key in Ctrl-B for bottom view, then zoom area
as shown and notice that the top row of holes line
up OK, but the bottom row of holes is still off
Since these are synchronous parts we can
make the change in the assembly.
Change the view to “Wireframe”
Use the “Ctrl-Spacebar”
to go into “Face Select”
mode
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Using “Fence” select, place a fence around the
bottom side of the part which includes the holes
and the end of the part (we are grabbing faces)
Click the center knob on the steering wheel
Move the cursor to the hole center on
the part
Notice the faces that highlight after the
fence select
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ST4 Assembly Hands-On 3
Now select the primary axis in
this case and move the top hole
to be on center of the hole below it
It should look like the image to the right
when complete, with the holes aligned.
Solid Edge will show a center glyph if you
put the cursor on the hole edge.
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ST4 Assembly Hands-On 3
After the holes are aligned you can go back
to the “shaded with visible edges” view mode.
Click on the “Open”
Now we will bring in an “Inventor” part into our assembly and we can use a
direct translator that is built into Solid Edge.
Select INV_00670.ipt
Select metric_part.par
and then “OK” to start the
translation
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Once the file is translated into the part
environment, select the “View” tab on
the ribbon bar, then select “Color
Manager”
In the dialog change the “Part” color to
“Blue”
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Save the file in the working folder and just
use the default name
Once saved, use the “Switch Windows”
option and select the assembly
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ST4 Assembly Hands-On 3
Notice that in the Parts Library the Inventor file
has been saved, so we need to drag this
document into the assembly.
The part is placed, but it is sitting in the
assembly with the wrong orientation –
press the “Tab” key or the “Flip” button.
Using the assemble command which
is automatically activated, select the
hole in the Inventor part and then
select the shaft.
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ST4 Assembly Hands-On 3
Zoom area and select the back face of the
groove using QuickPick, then select the top
face of the groove on the shaft for placement.
Use the “Drag Component”, set it to a
linear move, select the Inventor part.
and select the top edge and move to
the right – just get it close.
This is how it should appear when finished.
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ST4 Assembly Hands-On 3
The last part we will add to this assembly is a
SolidWorks part, so select the “Open” command
from the application pull down menu.
From the working folder, select the SolidWorks part file (sw_00650.SLDPRT).
Select the metric_part.par template and it will begin the translation.
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ST4 Assembly Hands-On 3
After the part has been translated into Solid Edge
part, change the color to green using the “View-Color
Manager” command
Save the file in the “Working” folder and use the
default name (sw_00650.par)
Close the file
From the parts library drag and drop
the SolidWorks file into the assembly
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ST4 Assembly Hands-On 3
Using the assemble command, begin to place
assembly relationships to position the part into
the assembly
Select the inside cylinder on the part, and then
select the shaft
Second, place a mating relationship between
the 2 faces
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ST4 Assembly Hands-On 3
When you place the mate. it will more than
likely place as an alignment, so use the
“Flip” option to rotate the part.
The final relationship should be a hole
alignment between the holes in each of
the parts.
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Select the SolidWorks Part and In-Place
activate into it. as we need to modify how it
connects to the Inventor part
RMB to get the radial menu and select the
“Extrude” command
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ST4 Assembly Hands-On 3
Then select the face on the Inventor part
as shown to the right
RMB to accept face and drag away from part
Then let the cursor pick up the center of the round edge of the
green SolidWorks part and click to create the extrusion
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ST4 Assembly Hands-On 3
Select the dimension and change the
value to 10 mm
Close and Return to the top level assembly
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ST4 Assembly Hands-On 3
Select the “Create Inter-Part Relationships” command
from the “relate” group on the ribbon bar
Select the “green” SolidWorks” part
Then select the 2dto3d part
We can now let Solid Edge create inter-part
relationships for us automatically, so click on the “Save”
button at the bottom of the dialog.
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Use the “Ctrl-Spacebar” keys to go into
“face” select mode and select the top face
of the green part.
Using the steering wheel, lift up the face 10 mm.
Notice with inter-part relationships created,
the inventor part also updates to the change.
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ST4 Assembly Hands-On 3
Select the “Save As” option
From the Save As type, select the
“3D Adobe Acrobat Documents (PDF)
option and save it into the working folder
using the default name
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Open Windows Explorer and then double click to
open the PDF document
Notice that we can easily use
view manipulation as well as view
the assembly tree, where we can
turn parts on and off
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ST4 Assembly Hands-On 4
4 – Flow Lines
Open ASM_04_00010.asm”
The objective of this hands-on is to create
new flow lines with the new options in ERA.
Select the “Tools” tab,
then select “ERA”
Change assembly configuration to “custom explode”
Zoom up on the top section
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ST4 Assembly Hands-On 4
Select the “Draw” command from the ribbon bar
From QuickBar click on “Change Orientation”
Select the front face of the square bar as shown
This sets the orientation of the flow line.
Pick the end points shown to create flow line
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ST4 Assembly Hands-On 4
Select the 2 components shown,
then select and set the
triad orientation as shown so that
we can move these components in
the same orientation as the angled
square tubes
Move the components upward above
the other parts and then to the right
Now click on the “Modify” command
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ST4 Assembly Hands-On 4
Select the vertical line , then
select the horizontal white
arrow and move the line
to the left
Adjust the line to a desired location
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ST4 Assembly Hands-On 4
Select the “Modify” command
Select the “Delete” option from QuickBar
Delete the flow line shown
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ST4 Assembly Hands-On 4
Select the “Change orientation” option from QuickBar
Select the face shown
Then select the flow line
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ST4 Assembly Hands-On 4
RMB click to reset out of the “Change Orientation” option and then select the
“Split” button
We want to split the straight flow line in 2 places.
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ST4 Assembly Hands-On 4
RMB click to reset out of the “Split” option
Select both center lines by pressing the Ctrl key
Notice the arrows are shown at the correct orientation matching the angle of
the square bar
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ST4 Assembly Hands-On 4
Click on the up/down arrow
Move your cursor up and pick up the hole in the blue part
Click to place
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ST4 Assembly Hands-On 4
Click the opposite arrow to move the
flow line back to the same hole
Select the same hole again
Click to place
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ST4 Assembly Hands-On 4
Once the flow line is placed, simply select
both flow line segments shown and adjust
as necessary
Repeat the same steps to do the
opposite side or draw a totally
new set of flow lines
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ST4 Assembly Hands-On 4
We need to draw one more flow line, so select
the “Draw” command
Area up on the u-bolt and frame
Set the orientation using the square tube
Draw a flow line between the 2 parts
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ST4 Assembly Hands-On 4
Select the “Modify” command
Select the “Split” option from QuickBar
Split the new flow line in 2 places as
RMB click to reset out of the “Split” option
Now select the center flow line section
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ST4 Assembly Hands-On 4
Drag the center flow line outward
away from the square bar
This hands-on is complete.
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Conclusions
Great Job!
If you have any questions feel free
to ask, or come by one of the hands-on
machines at your convenience.