& If the 'Housing' is mistakenly added using the "Forge" configuration, do not worry, as it can be changed. Select the "Housing" part in the FeatureManager, select the "Machined" configuration from the pop-up toolbar and accept the change with the green OK checkmark. ^ Asseml (Default
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Beginner's Guide to SOLIDWORKS 2016 - Level I
If the component added to the assembly has configurations, the selected configuration's name is shown next to the component's name in the FeatureManager in parentheses. 23.4.-Once in the Assembly environment, the toolbars are changed in the CommandManager; now we have an Assembly tab. Also notice at the bottom of the Assembly FeatureManager a special folder called "Mates." This is where the relations between components are stored.
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E & To the left of the 'Housing' in the FeatureManager, we can see a letter "f; this means that the part is "Fixed" and all six degrees of freedom are constrained, therefore it cannot move or rotate about any axis. The first component in the assembly is always automatically fixed and subsequent components are not.
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434
Assembly Modeling
23.5. - To add the second component to our assembly, click in the "Insert Components" command in the Assembly tab or the menu "Insert, Component, Existing Part/Assembly"; browse to the folder where the 'Side Cover' part was saved, and open it. As with the 'Housing,' make sure the "Machined" configuration is selected before opening the 'Side Cover.'
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Beginner's Guide to SOLIDWORKS 2016 - Level I
Place the 'Side Cover' next to the 'Housing' as seen in the next image. Don't worry about the exact location; we'll locate it accurately in the next step using mates.
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23.6. - Notice that after adding the 'Side Cover' to the assembly, its name is preceded by a (-) in the FeatureManager; this means that the part has at least one unconstrained (free) degree of freedom. Since this part was just added, all six degrees of freedom are unconstrained (free) and the part can move in any direction and rotate about all three axes.
A) Annotations Front Plane Top Plane Right Plane Origin 1> (Machined<
23.7. - Now that we have two components in the assembly, we are ready to add the mates (Relations) between the 'Housing' and the 'Side Cover.' The mates will help us reference one component File Edit View Insert To< to another, locating and restricting pS SOLIDWORKS their motion. As explained earlier, qq components can be mated using CJCS their faces, planes, edges, Insert Linear Mate Smart Component Components vertices, axes, and sketch Fasteners Pattern geometry. Click on the "Mate" icon in the Assembly tab or select the Assembly Layout Sketc menu "Insert, Mate" to locate the Mate 'Side Cover' on the 'Housing.' Positions two components relative to
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436
Assembly Modeling
9
Whenever possible, select model faces as your first option for mates; faces are easier to select and visualize most of the time.
For the first mate, select the two cylindrical faces indicated in the next picture. ® ©
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a
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I Use for positioning only
0 Make first selection transparent
When the face of the second component is selected, SOLIDWORKS recognizes that both faces are cylindrical and automatically "snaps" them with a Concentric Mate. (SOLIDWORKS defaults to concentric as it is the most logical option for this selection.) The 'Side Cover' moves towards the 'Housing' because it is the part with unconstrained degrees of freedom, in other words, it's free to move. Remember the 'Housing' was fixed when it was inserted because it was the first component, and therefore, it cannot move. The Concentric Mate is pre-selected, and since this is what we intend to do, click the OK button in the pop-up toolbar or in the PropertyManager to add this mate between the two components.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
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23.8.-Note the pop-up toolbar shows multiple options to mate the entities selected. (These options are listed in the PropertyManager, too.) The pop-up toolbar helps us to be more productive by minimizing mouse travel. The following table shows the standard (basic) mate options available: Standard Mates
A
Entities that can be mated
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J
Perpendicular
CS
Tangent
1Concentric O Lock rotation
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Two Faces, Planes, Edges, Vertices, Axes, Sketch points/endpoints, or any combination. Two flat Faces, Planes, linear Edges, Axes, or any combination. Two flat Faces, Planes, Edges, Axes, or any combination. Two cylindrical Faces; one flat Face and one cylindrical; a cylindrical Face and one linear Edge. Two cylindrical Faces, two round Edges, two linear Edges or Axes, one cylindrical Face and one round Edge, one cylindrical Face and one linear Edge. This option constrains all degrees of freedom of the component, locking it in place. Specify a distance between any two valid entities for Coincident or Parallel mates. "Flip dimension" reverses the direction to one side or the other. Using this mate on two flat Faces or Planes will also make them parallel.
438
Assembly Modeling
a
Specify an angle between any two flat entities for Coincident, Parallel, or Concentric mates. "Flip dimension" will reverse the direction of the angular dimension.
O.OOdeg Z] Flip dimension
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99 96
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or
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Reverses the orientation of the components being mated. For two Faces, to look at each other or in the same direction.
After adding the first mate, the dialog remains visible; this means that we are ready to add more mates. It will remain active until we click Cancel or hit "Esc" on the keyboard. Notice that the mate added is listed under the "Mates" box in at the bottom of the PropertyManager. We'll continue adding mates at this time; do not exit the "Mate" command yet.
Mates
© Concentrid (Housing<1>,5
23.9. - For the second mate, select the two cylindrical faces indicated (one from the 'Side Cover,' and one from the 'Housing). SOLIDWORKS defaults again to a Concentric mate and rotates the 'Side Cover' to align the holes; this mate will prevent the 'Side Cover' from rotating. Remember we can use the "Magnifying Glass" (Shortcut "G") as we did to make selection of small faces easier. Click OK to add the mate. IF the 'Side Cover' is inside the 'Housing,' click-and-drag it with the left mouse button to move it out and add the remaining mates.
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The "Lock Rotation" option in the concentric mate prevents the mated parts from rotating. Checking this option in the first concentric mate would eliminate the need to add the second concentric mate.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
In this case a Concentric mate works as expected because both holes are located exactly at the same distance from the center in both parts; in reality, if the holes were not exactly aligned, SOLIDWORKS would give us an error message letting us know that the mate cannot be added. In that case, it is better to align the two components using component Planes and/or Faces, with either a Parallel or Coincident mate, as will be shown later. 23.10. - The last mate will be a Coincident mate between the back face of the 'Side Cover' and the front face of the 'Housing' to make the faces touch; use "Select Other" or rotate the view to select the faces if needed. (If the 'Side Cover' is inside the 'Housing,' click-and-drag it to move it out.) After selecting the faces the cover will move until the faces touch; the Coincident mate option will be pre selected. Click OK to add the mate and finish the "Mate" command by either clicking OK, Cancel or pressing the "Esc" key.
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Using the "Select Other" tool allows us to select hidden component faces without having to rotate the view.
440
Assembly Modeling
23.11. - Looking at the FeatureManager we can see that the 'Side Cover' is no longer preceded by a (-) sign; this means that all six degrees of freedom of the 'Side Cover' have been constrained using mates, therefore it cannot move or rotate about any axis anymore.
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Notice that the "Mates" folder now includes the two Concentric and one Coincident mate we just added; SOLIDWORKS adds the names of the mated components in each mate for reference. We can change the width of the FeatureManager as needed to see the names of the mated components.
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IMPORTANT: If a (+) sign precedes a component name in the FeatureManager, you probably also received an error message alerting you that the assembly had been over defined. If this is the case, it means you added conflicting mates that cannot be solved, or inadvertently selected the wrong faces or edges when adding mates. The easiest way to correct this error is to either hit the Undo button or delete the last mate in the "Mates" folder; you will be able to identify the ^7 conflicting mate because it will have an error icon next to it and will be colored either red or yellow. If multiple mates have errors, start deleting the last mate at the bottom (the last mate added); chances are this is the cause of the problem. If you still have errors, keep deleting mates with errors from the bottom up until you clear all the errors. It's not a good idea to proceed with errors, as it will only get worse. 23.12. - We are now ready to add the second 'Side Cover' to our assembly. Repeat the "Insert Component" command to add a second 'Side Cover' and locate it on the other side of the 'Housing' as shown. Remember to use the "Machined" configuration. Don't worry too much about the exact location; in the next step we'll move and rotate the part closer to its final location.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
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X A quick way to add a copy of a component is to hold down the "Ctrl" key and click-and-drag the part to be copied within the assembly's window. 23.13. - When the second 'Side Cover' is inserted, it has a (-) sign next to it in the FeatureManager; remember this means that it has at least one unconstrained Degree of Freedom (DOF). Since this part was just added to the assembly, all six DOF are unconstrained, and the component can be moved and rotated. Turn off the "Origins" if needed (menu "View, Hide/Show, Origins") and rotate the view just as we did with parts to look at the assembly from the back. To "Move" a component click-and-drag it with the left mouse button. To "Rotate" it, click-anddrag it with the right mouse button. "Move" and "Rotate" the second 'Side Cover' as needed to align it approximately as shown. Remember, we'll add mates to locate it precisely.
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0
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Q Q
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vn Move Component Left mouse Click-and Drag
Rotate Component Right mouse Click-and Drag
442
Assembly Modeling
23.14. - Now we need to mate the second cover as we did the first 'Side Cover.' Rotate the view (not the part) to get a better view of the faces to select. A different way to add mates is to select one of the faces to be mated, and from the pop-up toolbar select the "Mate" command; once the command is opened this face will be pre-selected. Select the second face and add the next Concentric mate. Selecting the face of the 'Side Cover" first makes the component transparent (the option is at the bottom of the Mate Command), making it easier for us to make other selections through the transparent component.
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Before adding the second concentric mate, click-and-drag the cover. Notice that it can move and rotate about its axis; under-constrained components are the basis for SOLIDWORKS to simulate motion.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
23.15. - Now add a new concentric mate to align the screw holes between the 'Side Cover'and the 'Housing.' Since the part is symmetrical, in this case it doesn't really matter which two holes are selected. If the cover had a feature that needed to be aligned, then orientating the part correctly would be important. Use the "Magnifying Lens" if needed to select small faces (The hole's edges can be used to add mates too).
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23.16. - Finally add a Coincident mate between the flat face of the 'Housing' and the second 'Side Cover'as we did with the first cover. Use "Select Other" to select the hidden face, or rotate the view as needed. Click OK to continue.
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444
Assembly Modeling
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It is important to know that these mates could have been added in any order; we chose this order to make it easier for the reader to see the effect of each mate on each part. Whichever order you select, you will end up with both 'Side Cover' parts fully defined (no free DOF) and six mates in the "Mates" folder as listed next.
(f) Housing<1> (Machined*
23.17. - Now that we have correctly mated both 'Side Covers,' switch to an isometric view for clarity, add the 'Worm Gear Shaft' using the "Insert Components" command as before, and locate it somewhere above the 'Housing.'
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Beginner's Guide to SOLIDWORKS 2016 - Level I
23.18. - With four different components in the assembly, it's a good idea to change their appearance to make it easier to identify them. To change a component's color, select the component in the FeatureManager or the graphics area, and from the pop-up toolbar select the "Appearance" icon. From the drop-down list, select HT> • the first option to change the Right Plane part's color at the assembly I , Origin level only. This means that • •Cjj) (f) Housing<1> (Mact o the color will change only in • SideCover<1> (Machi the assembly and not in the • Side Cover<2> (Machi part file. The second option • (-) Worm Gear Shaft<1> (Drfdtff
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X Remove All Part Appear...
We can change a part's appearance in the assembly, or in the part file. Picture it like this: We can paint the part before we assemble it, or we paint it after we assemble it. In the first case we assemble a painted part, in the second case the part is painted after it is assembled. For this example, we want to change the color at the assembly level. Now we are ready to change the part's color. Select the desired color from the color swatch selection box to change it and click OK to finish. ©
color V
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Selected Geometry (•) Apply at component level
O Apply at part document level
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Remove Appearance
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Assembly Modeling
Change the color of both covers to your liking and continue adding mates. (It does look better in color!)
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23.19. - The "Move with triad" command is a very useful command to help us move a component along a specific direction, on a plane, or to rotate about an axis. To move the 'Worm Gear Shaft using the triad, right-mouse-click in it and select "Move with Triad" from the pop-up menu; drag along the X, Y or Z axes, about the XY, XZ or YZ planes, or about the X, Y or Z ring's axis.
Configure Component Component Display
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Move about YZ plane
Beginner's Guide to SOLIDWORKS 2016 - Level I
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Rotate about X axis
Rotate about Y axis
Rotate about Z axis
Rotate the shaft 90° to the back about the Y axis; use the on-screen ruler as a guide. If the mouse pointer is near the ruler it will snap to the values. Feel free to explore the different options to manipulate models using the triad. Clicking in an empty area of the screen removes the triad.
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23.20. - Another way to add mates is by pre-selecting the faces to be mated and selecting the mate to be added from the pop-up toolbar. Only standard mates appropriate for the selected entities are available using this approach. Rotate the 'Worm Gear Shaft' towards the back, press and hold the "Ctrl" key, and pre-select the two cylindrical faces; after releasing the "Ctrl" key the context toolbar is displayed showing the available options for the selections. Selecting the Concentric mate immediately mates the parts.
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0 Repeat the same process but now pre-select the flat faces to add a Coincident mate. Use "Select Other" to select the hidden face or rotate the model.
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Notice that the 'Worm Gear Shaft' is not yet fully defined; it still has a (-) sign before its name in the FeatureManager. In this case the only DOF left unconstrained is to rotate about its axis, and that is exactly what we want; the 'Worm Gear Shaft' is supposed to rotate. If we click-and-drag it, we'll see it rotate. (Look at the keyway while rotating it.)
449
Beginner's Guide to SOLIDWORKS 2016 - Level I
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23.21. - Next add the 'Worm Gear' part. Use the "Insert Component" command as before and place it in the assembly as shown. And now that you know how, change its color too.
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450
Assembly Modeling
23.22. - To locate the 'Worm Gear' in place use either of the two methods presented to add a concentric mate with the 'Worm Gear Shaft.' Select the cylindrical inside face of the 'Worm Gear' and the outside face of the 'Worm Gear Shaft.' Drag the 'Worm Gear' and see how it moves along the shaft and rotates about it.
Concentric
* 23.23. - Now we need to center the 'Worm Gear' inside the 'Housing.'To do this we can use the "Front Plane" of the 'Worm Gear' and either the "Front Plane" of the 'Housing' or the assembly, which are conveniently located in the center of the 'Housing.' (Remember we made the 'Housing' symmetrical about the origin. ©) Select the Mate command if it's not already open (The mate context toolbar option is not available when mating planes) and add a Coincident mate selecting the "Front Plane" of the 'Housing' (or the assembly) and the "Front Plane" of the 'Worm Gear' from the fly-out FeatureManager. Expand the parts' feature trees to select the planes. In the following image the 'Worm Gear' was moved outside for visibility purposes. Mate X
^
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,
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Beginner's Guide to SOLIDWORKS 2016 - Level I
After adding this mate, the 'Worm Gear' is now centered inside the 'Housing.' What we need to do now is to make the 'Worm Gear Shaft' and the 'Worm Gear' to rotate together. To accomplish this, we'll have to add either a Coincident mate using the corresponding planes from the parts, or a Parallel mate between the faces of the keyways. We'll add a Parallel mate in this step and let the reader explore the other option. 23.24. - In order to add the necessary mate, we need to hide the 'Housing' to have a better view of the keyways. Exit the "Mate" command if it's still active, and select the 'Housing' in the FeatureManager or in the graphics area; from the pop-up toolbar selecting the "Hide/Show" command will essentially make the part invisible; with the part hidden we'll be able to see the rest of the components to add the next mate. Keep in mind that the part is only hidden, it was not deleted from the assembly. After we are done mating the parts we'll make it visible again. <£®l Asseml (Defaults Display State-1>) ''
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23.25. - As soon as the part is hidden it disappears from the screen and we can see inside without obstructions. The 'Housing' icon in the FeatureManager changes to white, letting us know the part is hidden.
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Assembly Modeling
23.26. - Add a new "Mate" using the flat faces of the 'Worm Gear Shaft's and 'Worm Gear's keyway. In this case, using a Parallel mate will help us absorb any small dimensional differences in case the mated faces are not exactly aligned, which would cause an error message. Making them parallel allows us to absorb those differences and still obtain the desired result. In general, a parallel mate is a more forgiving option and should be used in cases when other options would cause a conflict. Click OK to add the parallel mate and continue.
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After adding the parallel mate, click-and-drag either the 'Worm Gear' or the 'Worm Gear Shaft'] see how both of them rotate at the same time, as if they had a keyway. When the 'Housing' is hidden the rest of the components are still attached to it and behave accordingly. Extra credit: Add a keyway to the assembly, delete the parallel mate and mate the 'Worm Gear Shaft' to the keyway, and the keyway to the 'Worm Gear.' 23.27. - To make the 'Housing' visible again select it in the FeatureManager and select the "Show Component" command from the pop-up toolbar. If a component is hidden, you will see the "Show Component" command, if it is visible, you will see the "Hide Component" command. Alternatively, selecting the "Show Hidden Components" command will hide all currently visible components, and all hidden components will become visible. Selecting a component will make it visible when the "Exit show-hidden" button is pressed.
453
Beginner's Guide to SQLIDWORKS 2016 - Level I
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23.29. - Add mates by selecting one of the model faces to be mated, and from the pop-up toolbar, select the "Mate" icon. When the "Mate" command is displayed, the model face is pre-selected and we only need to select the other face to add a concentric mate, or pre-select both faces and select the "Concentric" mate from the pop-up menu. Do not use the "Lock Rotation" option, we need it to rotate.
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23.30. - Now we need to add a coincident mate to prevent the shaft from moving along its axis. We'll use the groove in the 'Shaft' for this mate. In this case, we can use either the flat face or the edge of the groove; selecting the edge may be easier than selecting the face. Remember we can use the "Magnifying Glass" tool to zoom in and make our selections. Click OK to finish the mate.
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23.31. - The last component we're adding is the 'Top Cover.' Add it to the assembly and change its color. Add the first concentric mate to align one of the holes of the cover to the corresponding hole in the 'Housing'] press and hold the Ctrl key, select both faces indicated, and release the Ctrl key. From the pop-up menu select the concentric mate command. We can select either faces or circular edges for this mate. An interesting detail to know is that a concentric mate removes four DOF from the component: two translations and two rotations when mated to a fixed or fully defined reference.
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23.32. - Check the remaining two DOF by dragging the 'Top Cover' with the left mouse button; it will rotate about the hole we mated and move up and down. By adding a coincident mate between the bottom face of the Top Cover' and the top face of the 'Housing'we remove one more DOF.
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SmartMates SmartMates are a quick and easy way to add certain mate types between components simply by dragging parts or assemblies onto each other using flat, cylindrical or conical faces, circular or linear edges, vertices, or temporary axes. It works by holding down the "Alt" key while we drag the face, edge or vertex of the component to be mated onto the face, edge or vertex of the other component. We'll re-create the entire assembly up to this point using the SmartMates approach, now that the concept of mates has been explained and we have a better understanding of the process. The next table shows the types of SmartMates available and their corresponding feedback icon when used. When SmartMates is enabled the icon will change to a clip attached to the face, edge, or vertex being dragged and the component being dragged will become transparent. Entities to be mated/ Feedback icon 2 Flat Faces
Coincident Faces
2 Linear Edges
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Beginner's Guide to SOLIDWORKS 2016 - Level I
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24.1.- T o learn and practice SmartMates functionality, close the assembly without saving it; we'll recreate it using SmartMates. An alternate way to start an assembly is similar to the way we made the detail drawings. Open the 'Housing' part, and from the "New" document icon select "Make Assembly from Part/Assembly," or the menu "File, Make Assembly from 1—j Part." Make sure "Machined" is the active ' 3' dr configuration before making the l""^ New assembly. Just as we did previously, add [aoi .. I .- n«Bn ' - n..i 'ft li :e the 'Housing' at the assembly's origin. If Make Assembly from Part/Assembly^) y the origin is hidden, turn it on in the menu "View, Hide/Show, Origins." „ ® Shi. 0|cQ Mirror •
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24.3. - Now we can start using the SmartMates functionality. Press and hold the "Alt" key on the keyboard and, while holding it down, click-and-drag the 'Side Cover' from the indicated edge. Notice that as soon as we start moving it, the "Mate" icon appears next to the mouse pointer, and the 'Side Cover1 becomes transparent.
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is flipped pointing inside, release the "Alt" key while still holding the mouse button, and press the "Tab" key to flip its direction. When the part has the correct orientation release the mouse button to add the mate.
Assembly Modeling
Expanding the "Mates" folder in the FeatureManager, we can see a concentric mate and a coincident mate have been added. Selecting the mates shows the faces that were automatically mated in each one. Previous versions of SOLIDWORKS added an extra concentric mate to the holes of the 'Side Cover,' fully defining it in a single step. Origin *
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24.4. - To fully define the 'Side Cover,' we'll add a concentric mate between two screw holes to prevent the 'Side Cover1 from rotating. Rotate the cover just enough to see both holes at the same time. Click-and-drag the face or edge of the hole in the 'Side Cover,' hold down the "Alt" key as before, and drag it to the screw hole in the 'Housing.' When the concentric mate icon is displayed, release the mouse button to add the mate. Now the 'Side Cover1 is fully defined and can no longer be moved.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
24.5. - Now we need to add the second 'Side Cover' to our assembly, but instead of adding it and using SmartMates, we are going to use a different technique using the "Mirror Components" command. Select the menu "Insert, Mirror Components."
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In the second step we get a preview of the mirrored part and we can optionally change its orientation and/or create an "opposite hand" version of it. In this case, we don't need an opposite hand version, since the same part can be added on both sides. In case a mirrored component is not correctly oriented, select it and cycle through the different orientations until the desired orientation is shown using the "Reorient components" buttons at the bottom of the selection list. After finishing the command, a new instance of the 'Side Cover' is added to the assembly and a "Mirror Component" feature is added to the FeatureManager.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
24.6. - Another way to add parts to an assembly is by dragging them directly from Windows Explorer. Open the folder where the assembly components are saved, and drag-and-drop the 'Worm Gear Shaft' part directly into the assembly window.
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24.7. - After adding the 'Worm Gear Shaft'to the assembly, rotate it to a position that will allow us to view both of the edges to be mated, this is a limitation of using SmartMates; hold down the "Alt" key, click-and-drag the 'Worm Gear Shaft's edge to the 'Side Cover's hole to add a "Peg-in-Hole" mate.
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In this particular case, mating the outside edges of both the shaft and the cover would work exactly the same, since all outside edges are concentric to the inside edges.
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24.9. - Drag the 'Worm Gear Complete' into the assembly's window over the 'Worm Gear Shaft' to add a concentric mate using SmartMates (look for the concentric mate icon). After releasing the mouse Select the concentric mate and click OK in the pop-up toolbar to add the mate. File
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24.10. - The next step is to center the 'Worm Gear Standard Mates Complete' inside the 'Housing.' In the previous assembly Advanced Mates we added a mate using the part's and assembly's planes. Profile Center In this case we'll use a different mate called "Width." Maximize the assembly window to use the entire screen, mmetric select the "Mate" command, expand the "Advanced Width Mates" section and select the "Width" mate. In the Mate "Width selections:" select the two inside faces of the r 'Housing'] click in the "Tab selections:" box and select Linear/Linear Coupler the two outside flat faces of the 'Worm Gear' (the small 1,000in round faces). The 'Worm Gear Complete' will be n 30.00deg automatically centered. Using the "Centered" constraint option the "Width" mate centers the "Tab" selections Mate .alignment: between the "Width" selections. Click OK to finish.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
Width Reference
Tab Reference 24.11. - Now we need to add the parallel mate between the keyway faces to align the shaft and the gear. The 'Housing' was hidden for clarity.
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24.12. - Add the 'Offset Shaft Gear' to the assembly using any method learned so far, and add a "Peg-in-Hole" mate using SmartMates using the indicated edge. If the SmartMate is reversed (in the wrong direction), release the "Alt" key while still holding the left mouse button and press the "Tab" key to reverse the part's orientation. When the correct orientation is displayed release the mouse button.
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24.13. - Add the Top Cover' to the assembly, and flip it upside down as shown using the "Move with Triad" command. Remember that for SmartMates to work we have to be able to see both of the entities be mated, in this case two circular edges. Right-mouse-click in the cover and select "Move with Triad." Component [Top Cover) Make Virtual Isolate 1
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Beginner's Guide to SOLIDWORKS 2016 - Level I
If the 'Top Cover' is upside down in the preview, release the "Alt" key, and while still pressing the left mouse button press the "Tab" key once; notice how the preview changes by flipping the Top Cover.' Pressing the "Tab" key again will flip the mate again. Make sure you have the correct orientation for the Top Cover' before releasing the left mouse button to add the SmartMate. One possible orientation; press the "Tab" key to flip.
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474
Assembly Modeling
NOTE: The rest of the illustrations and exercises will be done using the full gear components.
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475
Beginner's Guide to SOLIDWORKS 2016 - Level I
Notes:
476
Assembly Modeling
Fasteners The commercial versions of SOLIDWORKS Professional and Premium, as well as the Educational Edition available to schools, include a hardware library called "SOLIDWORKS Toolbox" which includes nuts, bolts, screws, pins, washers, bearings, bushings, structural steel, gears, etc. in both metric and imperial unit standards. 25.1. -The "SOLIDWORKS Toolbox" is an add-in package that has to be loaded either using the menu "Tools, Add-ins" or the "SOLIDWORKS Add-lns" tab in the CommandManager. Using the menu, we have to load both "SOLIDWORKS Toolbox Library" and "SOLIDWORKS Toolbox Utilities"; using the CommandManager we only have to activate the "SOLIDWORKS Toolbox" command. Add-lns Start Up
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Using the "SOLIDWORKS Toolbox" we can add hardware to our assemblies by dragging and dropping components, and SOLIDWORKS will automatically add the necessary mates, saving us time. To make it even more powerful and versatile, it can also be configured to add our own hardware.
477
Beginner's Guide to SOLIDWORKS 2016 - Level I
25.2. - After loading the "SOLIDWORKS Toolbox" we can access it using the Design Library. The Design Library is located in the Task Pane. If the Task Pane is not visible, go to the menu "View, Toolbars, Task Pane" to activate it. • •
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Click to display this task pane tab.I
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The "SOLIDWORKS Toolbox" was not included in the Student Design Kit as of the writing of this book.
Activating the "Design Library" opens a fly-out pane that reveals all the libraries available in SOLIDWORKS. It contains four main areas: •
Design Library, which includes built-in and user defined libraries of annotations, features, and parts that can be dragged and dropped into parts, drawings, and assemblies.
•
Toolbox, which was just described.
•
3D Content Central, an internet based library of user uploaded and manufacturer certified components, including nuts, bolts and screws, pneumatics, mold and die components, conveyors, bearings, electronic components, industrial hardware, power transmission, piping, automation components, furniture, human models, etc., all available for drag and drop use. All that is needed to access it is an internet connection and log in.
•
SOLIDWORKS Content allows the user to download weldments libraries, piping, blocks, structural members, etc.
The "Design Library" is a valuable resource for the designer, which can help us save time by not having to model components that are usually purchased, and in the case of the Supplier Certified library, components that are accurately modeled for use in our designs directly from the manufacturer.
478
Assembly Modeling
25.3. - To add screws to our assembly, select the "Design Library" from the Task Pane and click in the (+) sign to the left of the "Toolbox" to expand it. «
Design Library
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After expanding the "Toolbox" we can see the many options available. Depending on how "Toolbox" is configured, some standards may not be available. In this exercise we'll use "ANSI Inch, Bolts, and Screws" and select "Socket Head Screws."
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Round Head Bolts jjlllJ Self Tapping Screws QJIUJ Set Screws (Slotted)
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LjJll Socket HeadfScrews
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v
Cfriirfiiral N^amkorr
When we select the "Socket Head Screws" folder, we see in the lower half of the Design Library pane the available styles including Button Head, Socket Head, Countersunk, and Shoulder Screws. For our assembly, we'll use "Socket Head Cap Screws (SHCS)."
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Beginner's Guide to SOLIDWORKS 2016 - Level I
«
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Toolbox is currently installed on this computer. While that is acceptable for a single user environment, it is not the recommended setup for a multiple user...
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Socket Button Head Cap Screw
Socket Countersunk He...
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Socket Head Shoulder Screw
socket head cap screw_ai.sldprt
25.4. - The first screws we are going to add to the assembly are the #6-32 screws to the Top Cover.' From the bottom pane of the "Toolbox" click-and-drag the "Socket Head Cap Screw" into one of the holes in the Top Cover. 'You will see a transparent preview of the screw, and as we get close to the edge of a hole it will snap in place using SmartMates and the screw will automatically resize to match the hole. When we get the preview of the screw assembled where we want it, release the left mouse button.
If the mouse button is released before placing the screw in a hole it will be added to the assembly, but it will not be mated or sized.
Do not worry if the preview in your screen is too big at first. When we drop the screw in place, it will be sized to match the hole it was dropped in.
480
Assembly Modeling
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Notice that the Design Library hides away as soon as we drag the screw into the assembly; if we want the Design Library to remain visible we need to press the "Auto Show" thumb tack in the upper right corner of the Task Pane. Design Library
X
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Design Library
Auto Show
a tjiiiii Bolts and Screws
s yjiiii Bolts and Screws
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Countersunk Head
Countersunk Head
giiii Hex Head
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Hex Head yjiii' Lag Screws Machine Screws Machine Screws (Countei
yM Miniature Screws
yjlki Miniature Screws
^iiij Miscellaneous
yiiiii Miscellaneous
Round Head Bolts
tfiUi. Round Head Bolts
Self Tapping Screws
yiiin Self Tapping Screws
yiu Set Screws (Slotted)
yjiiii Set Screws (Slotted)
yiiu Set Screws (Socket)
yiiii' Set Screws (Socket)
giili Set Screws (Square Head)
gjiiil Set Screws (Square Head)
Socket Head Screws
|gu Socket Head Screws .
§1 Square Head Bolts
a
^ Auto Show
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Square Head Bolts
>
Always visible
Auto Show On
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Beginner's Guide to SOLIDWORKS 2016 - Level I
25.5. - As soon as we drop the screw in the hole, we are presented with a dialog box and a pop-up menu asking us to select the screw's parameters, including screw size, length, drive, thread length, etc. In our case we need a #6-32 screw, 0.5" long with Hex Drive and Schematic Thread Display. If needed, a part number can be added at the time the fastener is made. Click OK to create and mate the fastener. A word on Thread Display options: The "Schematic" thread selected adds a revolved cut to the screw to simulate a thread merely for visual effect. As we learned earlier, a helical thread can be added to a screw, but, generally speaking, it's a bad idea because it consumes computer resources unnecessarily. For example, if an assembly has tens, hundreds or even thousands of fasteners it would certainly slow down the system noticeably without really adding value to a design in most instances. Helical threads are a resource intensive feature that is best left for times when the helical thread itself is a part of the design and not just for cosmetic reasons. The revolved cut gives a good appearance for most practical purposes, including non-detailed renderings, and is a simple enough feature that doesn't noticeably affect the assembly's performance. Toolbox components are stored in a master file that includes the different configurations of each screw type in the Toolbox data folder. If the assembly files are copied to a different computer, the screws used in the assembly will be created there. If the other system does not have SOLIDWORKS Toolbox, the user can use the menu "File, Pack and go" to copy all the files used in the assembly, including the Toolbox components, parts, and drawings.
482
Configure Component X Replace Component Part Numbers
i
Part Number Unassigned
Add
Edit
Delete
Properties
A
Size: #6-32
V
Length:
10.5
Vj
Drive Type: Hex
V
Thread Length: 0.5
V
Thread Display: Schematic Diameter Comment:
Configuration Name: HX-SHCS 0.138-32x0.5x0.5-S
V
0.138
Assembly Modeling
25.6. - After we click OK, the screw we specified is created with the selected parameters and mated in the hole where it was dropped. At this point we can add more identical screws to the assembly if needed. In our example, we'll click in the other 3 holes of the Top Cover' to add the rest of the screws. Notice the graphic preview of the screw as we move the mouse; as we get close to a hole the screw snaps adding a Peg-in-Hole SmartMate. Click "Cancel" in the "Insert Components" command to finish adding screws.
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[Pv® Insert Components X M
e
*
Click in the graphics area to add additional copies of the component. Mates are automatically added if a valid mate reference combination exists. Press Esc or close the PropertyManager when done.
25.7. - We will now add '1/i-20 Socket Head Cap Screws' to the 'Side Covers.' Open the "Design Library" tab and, just as in the previous step, drag and drop the "Socket Head Cap Screw" to one of the holes of the 'Side Cover,' but be careful to "drop" the screw in the correct location. If you look closely, there are two different edges where you can insert the screw: one is in the 'Side Cover,' and the other is in the 'Housing.' The screw will be mated to the hole you "drop" the screw in. Use the snap preview to help you identify the correct one.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
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484
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Assembly Modeling
25.9. - Instead of manually adding the rest of the screws, we'll make a component pattern using the first screw. Just like a feature pattern in a part, we can add linear or circular component patterns in an assembly, but in this case we are going to use a different type of pattern that allows us qq to make a component pattern to match a qq Asserr Move Linear part's feature pattern. Think of it this way: Smart Show Component Featu Component Hidden Fasteners Pattern we make a pattern of bolts to match the Components pattern of holes in the 'Side Cove;,'this way, IF the pattern of holes changes (more or Linear Component Pattern less holes), the pattern of screws in the far Component Patf assembly updates to match. In the BCa Pattern Driven Component Pattern Assembly tab, select "Pattern Driven Mlrnftn L Component Pattern" from the drop down Curve Driven Component Pattern menu in the "Linear Component Pattern" Chain Component Pattern or the menu "Insert, Component Pattern, Mirror Components Pattern Driven." 25.10. - In the "Components to Pattern" selection box select the %-20 screw previously made, and in the "Driving Feature" select any of the patterned holes in the 'Side Cover,' except the original hole. When selecting a hole's face, make sure the pop-up highlight shows the "CircPatteml" name, this way we'll know it's a patterned hole, otherwise we'll get a warning. After selecting the patterned hole's face we can see the preview of the screws pattern; click OK to continue.
[>[> Pattern Driven •
X
Components to Pattern socket head cap screw_ai<5
Driving Feature or Component
Select Seed Position
Instances to Skip
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Beginner's Guide to SOLIDWORKS 2016 - Level I
«i s f {>[> Pattern Driven X Components to Pattern socket head cap screw_ai<5
Driving Feature or Component CirPattern1@Side Cover-1@Asse
Select Seed Position
Instances to Skip Feature
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486
Assembly Modeling
25.11. - Select the "Mirror Components" command from the menu "Insert, Mirror Components" or the drop-down menu in the "Linear Component Pattern" icon.
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25.12. - Use the assembly's "Front Plane" as the "Mirror Plane" and in the "Components to Mirror:" selection box pick the %-20 screw and the "DerivedCirPatternT' feature (which will add all the screws in the pattern). Click in the "Next" arrow to continue to the next step and then OK to finish the mirror. History
Hj|[[] Mirror Components
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Step 1: Selections Select face/plane to mirror about and the components to be mirrored.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
25.13. - Save the finished assembly as 'Gear Box Complete.'
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488
Assembly Modeling
Configurations using Design Tables Previously we covered how to make configurations of parts by manually suppressing features and changing dimensions. Configuring parts using this technique may be adequate when we have 2, maybe 3 configurations and a couple of configured features and/or dimensions, but it becomes very difficult to keep track of changes in the different configurations when we have 5, 10, 20, or more configurations with multiple features and dimensions configured. In this case, adding a Design Table is the best way to manage configurations. A Design Table is an Excel file embedded in (or linked to) a SOLIDWORKS part or assembly that controls dimension values, feature suppression states, configuration names, custom file properties, etc., allowing us to easily manage all the configurations with a single table. The use of Design Tables in SOLIDWORKS 2016 (Educational version vv 2016-2017) requires Microsoft Excel 2010 or 2013. No other spreadsheet Q software is supported. 26.1. - In this exercise we'll create a simplified version of a Socket Head Cap Screw, and then add multiple configurations using a Design Table. The first step is to create a model to configure. Open a new part and add the following sketch in the "Front Plane" in inches. Remember to add the centerline that will allow us to add doubled diameter dimensions.
.250 —
.500
.375 .250
26.2. - SOLIDWORKS automatically assigns an internal name to all dimensions using the format name(p>.feature name. We can temporarily see a dimension's name by resting the mouse pointer on top of it, or we can make them always visible (useful when making design tables) using the menu "View, Hide/Show, Dimension Names," or from the drop down View command icon. The dimension names in your case may be different from the book, based in which order they are added to the sketch.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
View
Insert
Tools
Window
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Ctrl*R
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Help
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Mirror Entities
Screen Capture
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User Interface Full Screen
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Display
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Cameras
View Dimension Names
Center of mass Customize Menu
Control the visibility of dimension es.
(3 Coordinate Systems Datum Reference Frame
D1
D1 Dimension Names
Live Section Planes
-.500
.250
D4@ Sketch! \
.375 .250
• .500 • (D4)
• .250 • (D3)
.375 (D2) .250 (Dl)
490
Assembly Modeling
26.3. - When adding configurations with different dimension sizes, especially when we use a design table, it's a good idea to change the configured dimension's name and use one that allows us to easily identify them. To rename a dimension, select it in the screen and type a new name in its properties. When renaming dimensions, just add the name and don't worry about the "@feature_name" part; SOLIDWORKS adds this part automatically when we are finished. Turn on the Dimension Names and rename the sketch dimensions as shown. Tolerance/Precision
.500 (Screw_Length)
None
i_
.250 (Head_Heigth)
.123 (Document)
I
.375 (Head_Diarn)
Screw_length
.250 (Screw_Diam|
Dimension Text (XX)
<© LvJI yXl
Another way to change a dimension's name is by doubleclicking on a dimension, and then type a new name in the top box of the "Modify" dialog box.
Modify •
/
X
Screw Length
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26.4. - After completing the sketch add a revolved boss. Since the sketch dimensions are automatically hidden after we make a feature, we need to make them visible while editing the part before adding the Design Table. Right-mouseclick in the "Annotations" folder in the FeatureManager, and activate the option "Show Feature Dimensions" from the pop-up menu. 7
.500 (Screw_Leng1hi|
Part2 (Default<
(§)) History
0.250 (Screw_Diam)
m Sensors
.250 —ead_Heigth)
• [PA"] Annotations •-:io Materia |g| Details...
0.375 (HeacLDiam)
Front P
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Display Annotation..
^
Show Feature Dimensions
60
L Origin Show DimXpert Annotations
Revolvn
Insert Annotation View |
| Automatically Place into Annotation Views Enable Annotation View Visibility
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Beginner's Guide to SOLIDWORKS 2016 - Level I
26.5. - Add a hexagonal cut in the head of the screw; make it 0.125" deep.
L
.88
(Dl)
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X •
From Sketch Plane Direction 1
/
Blind
.188 DL
0.125in
side to cut
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Draft outward
26.6. - After adding the extruded cut, change the cut dimension's names to "Hex_Drive" and "Hex_Depth." Note that dimensions added in the sketch are shown in black, and dimensions added by a feature are blue.
.500 [Screw_leng1h 0.250
(Screw_Diam]
.250 ~ Head_Heigth 0.375
"~
(Head_Diam)
.125 (Hex_Dep1ti)
.188
(Hex_Drivel
492
360
Assembly Modeling
26.7. - Add a 0.015" x 45 deg. chamfer to the head and tip of the screw as a finishing touch.
26.8. - After completing the part and renaming the dimensions, we are ready to add the design table. Go to the menu "Insert, Tables, Design Table."
^ Design Table
Source
Use the "Auto-create" option; it makes adding a design table easier. Leave the rest of the options to their default value.
Auto create
Browse. Link to file
When we click on OK, we are presented with a list of all the dimensions in the model; this is where we can select the dimensions that we want to add to the Design Table.
Dimensions Please select from the following dimensions to add to this new design table:
Model features and more dimensions can be added later to the table if needed. For this model, select the dimensions indicated. To make multiple selections, hold down the "Ctrl" key while selecting. This is the reason why renaming dimensions is handy, now we know what they are.
Head_Heigth@Sketch1 Screw_Length@Sketch1 Screw_Diam@Sketch1 Head Diam@Sketch1 D1@Revolve1 Hex_Drive@Sketch2 Hex Depth@Cut-Extrude1 D1@Chamfer1 D2@Chamfer1
OK
493
Cancel
Beginner's Guide to SOLIDWORKS 2016 - Level I
26.9. - After selecting the dimensions to configure, click OK. An Excel spreadsheet will be automatically embedded in the SOLIDWORKS part. Since we are using Excel embedded inside SOLIDWORKS, the menus and toolbars are changed to Excel according to Windows' application linking and embedding behavior. SOLIDWORKS Professional 2016 x64 Edition - [Part2.SLDPRT *] I File
Window
.-l :
1
PAGE LAYOUT
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Alignment
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m1
Number
# §>
Conditional Format as Cell Formatting" Table" Styles"
n!
Styles
/ AutoSum Insert
Del«e Format
[T] Fill" Clear*
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^^^Tells
Design Table for: Part2
^3) Part2 (Defaults
(Dl)W-
Top Plane
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Right Plane I_ Origin ^ Revolvel
Default
0.25
0.5
0.25
0.375
0.188
0.125
@ Cut-Extrude! Chamfer!
Sheet!
A Model I MotionStudv 1 l_ SOLIDWORKS Professional 2016 x64 Edition
The normal behavior of embedded documents in Windows is to add a thin border around the embedded document. If needed, we can move the Excel file by dragging this border, or resize it from the corners. The borders are very small; be careful not to click outside or you'll exit Excel and go back to SOLIDWORKS.
*SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSJ/'J/'J/'SSSSSSSSS^////?ei.A
494
Assembly Modeling
IMPORTANT: If you accidentally click outside the Excel spreadsheet, this is what will happen: you may be told that a configuration was created, or not, depending on whether the design table was changed or not. To go back to editing the design table, go to the ConfigurationManager, expand the "Tables" folder, make a right-mouse-click in the "Design Table," and select "Edit Table." This will get you back to editing the design table embedded in Excel.
loi
W 7T7 Configurations Q Part2 - Copy Configuration(s) Tables Design Table f=X V Default ( Pari Edit
Table Table
Save Table... X
Delete
1=] Feature Properties Go To... Collapse Items Hide/Show Tree ItemsCustomize Menu
We can resize the table and columns if needed. As we always have at least one configuration, "Default" is listed in our Design Table with the corresponding values listed under each parameter. We can zoom in or out in the graphics area using the middle-mouse-button + Shift, rotate the model with the middle-mouse-button, or pan around with the middle-mouse-button + Ctrl. Making a left or right mouse click anywhere outside of the Excel window or the menus will exit Excel and send us back to SOLIDWORKS.
26.10. - The Design Table holds the data of the parameters that are configured, the configuration names, and values for each parameter in every configuration. The first row holds information about the part and is not used by the design table; we can type anything we want in this row, as the configuration's data starts in the second row.
Configurable parameters are listed in the second row starting at the second column, and configuration names are listed in the first column starting in the third row. Here is a list of some of the most commonly configured parameters in a part:
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Beginner's Guide to SOLIDWORKS 2016 - Level I
Parameter
Format in Design Table
Possible Values
Dimensions (To control a dimension's value)
name@feature_name
Any numerical value
Features (To control if a feature is suppressed or not)
$STATE@feature_name
S, 1, or Suppressed U, 0, or Unsuppressed
Custom properties (To add custom properties to a configuration)
$prp@property property is the name of the custom property to add
Any text string
Many other parameters can be configured including hole wizard sizes, description, equations, tolerances, etc. Search in SOLIDWORKS help for "Summary of Design Table Parameters" for more details.
26.11. - Now we'll fill the table to add new configurations to the part. Edit the table and fill it out as shown; note that the "Default" configuration was renamed. The configured dimension names were all imported when we created the design table. We only need to type the Configuration names and their values (Cells A3 to G8). Column "F" was formatted to show dimensions as fractions. Be aware that the configured dimensions may be listed in a different order. A
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17 18
G
H
1
CNl
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Screw_Dia m(©Sketch 1
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'S.W////SSSSSS'/////////////// //////////////•////////////////////A
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•mm'sssfs/y/wssssssssssfs/ws/y's/
6-32x0.5
0.138
0.25
0.138 0.226
X 7/64 0.064
6-32x0.75
0.138
0.75
0.138 0.226
7/64 0.064
10-32x0.5
0.19
0.5
0.19 0.312
5/32
10-32x0.75
0.19
0.75
0.19 0.312
5/32
0.09
0.25x0.5
0.25
0.5
0.25
0.375
3/16
0.12
0.25x0.75
0.25
0.75
0.25
0.375
3/16
0.12
0.09
(9 | 10
!11
| 12
Sheetl
| ©
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496
i
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Assembly Modeling
After typing the Design Table, click anywhere inside the graphics area of SOLIDWORKS to exit the Design Table (and Excel). We will be told that the new configurations have been created. Click OK to continue. SOLIDWORKS The design table generated the following configurations:
6-32x0.5 6-32x0.75 10-32x0.5 10-32x0.75 0.25x0.5 0.25x0.75
OK
26.12. - In the ConfigurationManager we can see the configurations added in the Design Table. Note that configurations created with the Design Table have an Excel icon next to their name, and the dimensions configured in the table are displayed with a magenta color (default setting). Activate the different configurations to see the screw sizes created with each one. Configurations {§) Pait2 Configuration(s) (Default)
.500 (Screw_Leng1h)
; Design Table 0.25x0.5 - 0.25x0.75 M - 10-32x0.5
0.250 (Screw_Di 45.0Qjf
pt - 10-32x0.75
.250 ^ (Head_Heigih (Dl) (Head_Diam)
/ .12o~—-
jf>' - 6-32x0.5 \
(Hex_Depth)
- 6-32x0.75 Default [ Pait2 ]
Dl
.188
(Hex_Driy
26.13. - The original "Default" configuration will not be needed, so we need to delete it. Before deleting it, activate a different configuration first, since we cannot delete the currently active configuration. Right-mouse-click in "Default' and select "Delete."
f=x - 6-32x0.5
Show Configuration
|fX - 6-32x0.75 0=O - Default [ Part2 ]
*j-a Add Derived Configuration... Show Preview
X 1=
Delete
N
Propertiby Add Rebuild/Save Mark
497
Beginner's Guide to SOLIDWORKS 2016 - Level I
26.14. - Now we are going to learn how to include additional parameters or features to the Design Table. Right-mouse-click in "Design Table" and select "Edit Table." When asked to add Configurations or Parameters, click "Cancel" to continue, as we don't want to add any of the parameters shown to the Design Table. Add Rows and Columns The following configurations or parameters have been added to the model since you last edited the design table.
Configurations Please select the items you want to add to the design table.
^ Part2 Configuration(s) (0.25x0.5) * fel
Tables Configurations
Design T 0,25x0,5
f-x
Edit Table V
h - 0.25x0.75
lew Wine Save Table,
t* - 10-32x0.5 1* - 10-32x0.75 - 6-32x0.5
Parameters
Delete
SCOLOR SDESCRIPTION SPARTNUMBER
HI Feature Properties
h - 6-32x0.75
•Show unselected items again
OK
f
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Help
1
i, 31
When the table is presented, the next available cell for adding parameters is pre-selected (in our case "H2"). To add the chamfer as a configurable parameter, we can type $STATE@Chamfer1 directly in the cell, or select the FeatureManager tab to view the features and double-click in the "Chamferf' feature. A
0/*
1
B
C
D
E
F
0.226
7/64
0.064
0.138
0.226
7/64
0.064
j-X — 10-32x0.5 j-X ~ 10-32x0.75 |-X - 6-32x0.5 [-X — 6-32x0.75
2 3 4
j 6-32x0.5
Hex_Drive@Sketch2
0.138
0.75
0.25x0.5
{-X - 0.25x0.75
Hea d_Dia m@Sketch 1
0.25
Design Table
Screw_Diam@Sketchl
Screw_Length @Sketch 1
0.138
6-32x0.75 0.138
^
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01 "O D 4-* X LU 1 *•> 3 U
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Design Table for: Part2
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1 X 01 X
5
10-32x0.5
0.19
0.5
0.19
0.312
5/32
0.09
6
10-32x0.5
0.19
0.75
0.19
0.312
5/32
0.09
7
0.25x0.5
0.25
0.5
0.25
0.375
3/16
0.12
8
0.25x0.75
0.25
0.75
0.25
0.375
3/16
0.12
9 10 11
498
1
Assembly Modeling
Double-click in the "Chamferl" feature to add the correct nomenclature in the table and its current suppression state, in this case Unsuppressed. If the cell is left empty, the assumed value is Unsuppressed. Optionally we can type S for Suppressed or U for Unsuppressed. ////////SS///S/,m'/SSSS//SSSSSS/S///S/SS/SSS/S//S//S//SS////S/SSS/SSSS//SS///SS//SSS/SSS/SS/S/SSV/SSSS//S////S//SSSSSS
A $
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0.064
1 5
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0.19
0.5
0.19 0.312
5/32
0.09
10-32x0.75
0.19
0.75
0.19 0.312
5/32
0.09
0.25x0.5
0.25
0.5
0.25 0.375
3/16
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0.25x0.75
0.25
0.75
0.25 0.375
3/16
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26.15. - Now we are going to modify the design table to add a new configuration. Copy the last configuration in the next row, and change its name by adding "NoChamfer" to the name (SOLIDWORKS does not allow duplicate names for configurations), and suppress the feature "Chamferl," just as an exercise. For short we used (/and Sfor suppression states. Feel free to format the Design Table to your liking, as long as the layout isn't modified. A
B
C
|
D
|
E
F
G
H
0.138
0.25
0.138
0.226
7/64
0.064
6-32x0.75
0.138
0.75
0.138
0.226
7/64
0.064
U
5
10-32x0.5
0.19
0.5
0.19
0.312
5/32
0.09
6
10-32x0.75
0.19
0.75
0.19
0.312
5/32
0.09
7
0.25x0.5
0.25
0.5
0.25
0.375
3/16
0.12
0.25
0.75
0.25
0.375
3/16
0.12
0.25
0.75
0.25
0.375
3/16
0.12
u u u u s
8 0.25x0.75 9
0.25x0.75-NoChamfer
10 Sheetl
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499
01
$ STATE @ C ha mferl
Hea d_D ia m@ Sk etch 1
Hex_Depth @Cut-Extru del
Screw_D iam@ Sk etch 1
6-32x0.5
Hex_D riv e@Sk etch 2
Screw_Length@Sketchl
3 4
2
I
I
Design Table for: Part2
Head_H eigth @ Sketch 1
1
U
I
Beginner's Guide to SOLIDWORKS 2016 - Level I
After finishing the changes in the Design Table, click in the graphics area to return to SOLIDWORKS as we did before; as soon as we leave Excel we get a message letting us know the new configuration was created. Click OK to acknowledge and continue. Switch through the different configurations to see the differences.
Top Plane 1SJ Riaht Plane
The design table generated the following configurations: 0.25x0.75-NoChamfer
HI Details...
f(j| Sensors IfAl Annotations o— 2-0 Material
SOLIDWORKS
•
Disnl-r Annnt-itinnr
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Hide the model dimensions and save the part as "Screw Design Table."
„
Show Feature Dimensions
OK
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Show DimXpert Annotations
26.16. - The finished configurations look like this:
0
0
0.25 -20x0.5
0.25 -20x0.75
0.
0.
10-32x0.5
10-32x0.75
0.
0
6-32 x 0.5
6-32 x 0.75
0 0.25 -20 x 0.75-NoChamfer
500
Assembly Modeling
26.17. - For the screw we just made to be truly useful we have to add it to our own components library, and make it auto-assemble using SmartMates, just like the SOLIDWORKS Toolbox components. Before adding it to the design library, we have to add a new feature called "Mate Reference"; this feature will tell the component what type of geometry to look for when we drag-and-drop it into an assembly, in our case, give the screw the ability to auto-assemble using a "Pegin-Hole" mate. Select the menu "Insert, Reference Geometry, Mate Reference" or from the drop-down menu in the "Reference Geometry" command. Surface
•
Face
•
Curve
•
Reference Geometry
•
Sheet Metal
•
Weldments
•
Molds
•
[1]
Reference Geometry
u
Curves
yr
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Plane...
COP Live Section Plane ./*
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Axis...
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Point... o
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Point
|J Mate Reference...
0
[}•[] Model Break View...
0|l Mate Reference -Mjh
V
Part...
In the "Primary Reference Entity" select the edge indicated. For the "Mate Reference Type" the only option we can use with a circular edge is "Default," and in "Mate Reference Alignment" leave the option to "Any," this way we can flip the alignment using the "Tab" key if needed. Click OK to add the reference. With this mate reference, the screw will have the "Peg-in-Hole" behavior when it is dragand-dropped from the "Design Library" into an assembly. If multiple mate references need to be added to a component, they can be renamed for easier reference, in this case, "Peg-ln-Flole." Of Mate Reference
v
x
Reference Name Peg
Hole
Primary Reference Entity jg [|Edge<1> ^
Default
^
Any
Secondary Reference Entity
h Default Any
501
Beginner's Guide to SOLIDWORKS 2016 - Level I
myrii none
Origin
After the Mate Reference is added we can see it in the FeatureManager, where we can edit or delete it if needed. Save the part to continue.
flTl MateReferences Of Pcg-ln-Hole-<1?
•
^ Revolvel
•
ffrOl C,,t-Cvtr,.rlo1
For simple mates we can use a single mate reference; for more complex mates we can use a second or even a third reference. Mate References can be defined using faces, edges, vertices, axes, planes or the origin. The following table shows the type of entity and mate options available. Using "Default" will try to add the default mate type for the entity in the assembly.
Mate Reference Types available
Entity
• •
Cylindrical Face
Round Edge
Default Tangent Concentric
Default
Flat Face / Plane
Axis
Vertex/Origin
502
• • • •
Default Tangent Coincident Parallel
• • • •
Default Concentric Coincident Parallel
• •
Default Coincident
Assembly Modeling
26.18. - After adding the Mate Reference to the screw, the next step is to add it to the "Design Library." Open the "Design Library" tab, and press the "Keep Visible" push pin; maintaining the panel open is often helpful but not always required. Expand the "Design Library" and select the "parts, hardware" folder. To add the screw to the library we can either:
Design Library
Auto Show Design Library p^ annotations
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Select the "Add to Library" icon at the top of the Design Library
Design Library
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(jjj) Design Library Add to Library
p^) annotations
H
1> p^) assemblies
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Or drag-and-drop the screw from the top of the FeatureManager into the lower half pane or the folder where we want to save it. Be aware that for this method to work the Task Pane must remain visible. Features j Sketch | Direct Editing | Evaluate
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SOLIDWORKS Add-lns
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& cotter pir^ j^anqe bolt
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503
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gear
Beginner's Guide to SOLIDWORKS 2016 - Level I
ito
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Add to Library
V
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Items to Add Screw Design Table.SLDPRT
Both options will show the "Add to Library" command. The main difference between the two options is that using the drag-and-drop option pre-selects the part to add to the library, and using the button we have to select the part in the "Items to Add" selection box. After selecting (or pre-selecting) the screw, select the folder where we want to store the library part and optionally add a description.
Save To File name: Screw Design Table Design Library folder Design Library annotations assemblies
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GB p3/' features Iforming tools j
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hardware
Leave the "File type" as Part. After pressing OK, the screw is added to the hardware folder and is available for use in assemblies.
knobs Gtp^) sheetmetal f
P~7 routing & smart components
Options
Before using the screw from the library in an assembly, close the screw part before using it in an assembly, otherwise we'll be asked if we want to use the currently open file.
Part (*.sldprt) Description:
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cotter pin
flange bolt
gear
m
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Screw Design Table.sldprt
rew Design Table
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504
Assembly Modeling
Alternate to SOLIDWORKS Toolbox: In case SOLIDWORKS Toolbox is not available, we can use the screw added to the Design Library instead, and dragging and dropping it into an assembly will have the same behavior as the screw from the Toolbox, adding all the necessary mates automatically. The major difference is that in this case the only sizes available are limited to the part's configurations. <
~
Design Library
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SOLIDWORKS Content
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47 // After we drop the screw in the hole it will auto assemble using the mate reference and then we'll be able to select the configuration we want to use. Select a Configuration Select a configuration to be used
0.25x0.75 0.25x0.7S-NoChar1 10-32x0.5 10-32x0.75 6-32x0.5 6-32x0.75
OK
Cancel
505
Beginner's Guide to SOLIDWORKS 2016 - Level I
Notes:
506
Assembly Modeling
Interference Detection 27.1. - After the assembly is complete, a tool that will help us find out if we have problems in our assembly is the "Interference Detection" command. Go back to the 'Gear Box Complete' assembly, and select the "Interference Detection" command from the "Evaluate" tab in the CommandManager, or from the menu "Tools, Evaluate, Interference Detection." The components we have made, once assembled, have a built in interference, and its purpose is to help us learn how to use this tool. Select the "Interference Detection" command and click on "Calculate." By default, the interference is calculated between all of the components in the assembly; however, in the "Selected Components" box we can limit the number of components used in the interference calculation, and/or optionally select which components to exclude from the calculation in the "Excluded Components" section, greatly improving performance, especially when working with larger assemblies.
pS SOLIDWORKS Desiln Stu
Interference Detection
Assembly
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File
Edit
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Insert
Tools
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Hole Alignment
Measure
Mass Properties
Section Properties
Sensor
WORKS Add-lns
interference Detection Detects any interference between
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^3 Interference Detection V
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Selected Components Gear Box Complete.SLDASM
Calculate
• Excluded Components Results Not calculated
507
Help
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Assembly Performance Visualization Evaluation
li
Curvature
Symmetry Check I
Beginner's Guide to SOLIDWORKS 2016 - Level I
27.2. - After running the calculation, we see multiple interferences listed in the "Results" window. Most of these are fasteners because the holes they fit in are not threaded and the screw threads interfere with them. Since we are aware of those, we are going to turn on the "Create fasteners folder" option. When activated, fastener interferences will be grouped together, making it easier to identify problem areas that are not related to a fastener. The option "Make interfering parts transparent" is on by default, this option will allow us to easily identify the interfering volumes. NOTE: The fasteners folder option only works with Toolbox generated fasteners. Another useful option is to hide noninterfering components, this way, the only components shown in the screen will be the ones interfering with each other, making the problem areas stand out, making them easier to find.
Options
^
O Treat coincidence as interference • Show ignored interferences i—i Treat subassemblies as ' components I—| Include multibody part '—' in£ (f^i Make interfering parts^ 'transparent .1^1 Create fasteners folder £e matchin(Lt0*fnetic threads 'folder i—i Ignore hidden ' bodies/components Non-interfering Components
C) Wirpfr^mp '(§) Hidden (. j IfSHSparent
O Use current
27.3. - If needed, collapse the "Fasteners" folder and select an interference from the list to see the interference; and now that we know where the problem is, we can take corrective action. In this step ignore the gear-on-gear interferences; we'll work on them later. This is a tool that will help us make better designs, but it will only show us where the problems are; it's up to the designer to fix them. •yg Interference Detection V
©
X
Selected Components
eg
Gear Box Complete.SLDASM o
Calculate • Excluded Components Results
t>
V
A
Q Fasteners Interferencel - 0.02iri7T Interference2 - 0.02inA3 I
V >
Interference88 - 0.00| Q.Q20l8719inA3
47
1
\
Ignore [~1 Component view
508
<9
Assembly Modeling
27.4. - To avoid checking for and displaying interferences we are not interested in, in this case gear-on-gear, select each of those interferences and click in the "Ignore" button to hide them. In our example we have three instances, your case may be different depending on the position of each gear. Optionally we can rotate the gears to a position where they do not interfere with each other. Interference Detection •
©
X
Selected Components
A
A
Gear Box Complete.SLDASM ©
Calculate 0 Excluded Components Results - O
A
Fasteners Interferencel - 0.02inA3
I'
> IS Interference2 - 0,02inA3 > 1^3 Interference87 - 0.000319in Interference88 - 0.000243in
s*
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1
v
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27.5. - To correct the interference in our design (since we know the hole in the 'Housing' is smaller than the 'Offset Shaft's diameter), we need to make the shaft's diameter smaller. To make this change, exit the "Interference Detection" command, and double-click in the shaft's cylindrical surface to reveal its dimensions.
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\
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//
Beginner's Guide to SOLIDWORKS 2016 - Level I
Double-click the diameter dimension and change its value to 0.575". Click the "Rebuild" icon as shown, and then OK to complete the "Modify" command. Rebuilding the model will tell SOLIDWORKS to update any models that were changed, like the 'Offset Shaft' in this case. Modify
v
Ik% A
D1@Sketch1
Regenerate the model with the current value.
.575
//
n
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v
27.6. - After changing the shaft's diameter run the "Interference Detection" command again to confirm that we have resolved the interference between the shaft and the housing. The only interference displayed should be the fasteners. Be aware that we may see additional gear-on-gear interferences when the shaft's diameter changed; if this is the case, ignore them. Click OK to finish. In the next image non-interfering components are not hidden. Interference Detection V
X
Selected Components Gear Box Complete.SLDASM
Calculate
r/
• Excluded Components
I
©
E> |_| Fasteners
I
&
2 Ignored Interferences
©
Ignore •Component view Options
a \\ ii
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I"! Treat coincidence as interference
510
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d7
Assembly Modeling
Assembly Configurations 28.1. - In our book we have made two different versions of the 'Offset Shaft,' one with a gear and one without it. Just as part configurations can show different but similar versions of a part, we can create assembly configurations to show different versions using different components, sizes, options, etc. While in the assembly, select the ConfigurationManager tab, add two new configurations and rename them "With Gears" and "SimplifiedAfter adding the new configurations rename the default configuration to "No Gears."
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Configurations
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l Al Annotations
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Front Plane
Isolate
Top Plane
Comment
Right Plane
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Origin
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^ (f) Housing<1> (Machined<
Add Configuration...
SideCover<1> (Machined <
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Add Configuration V
Hide
Add Configuration
X
V
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Configuration Properties
Configuration Properties
Configuration name:
Configuration name:
With Gears
Simplified
Description:
Description:
Full Gear Parts
No gears, no hardware
O Use in bill of materials
[~| Use in bill of materials
Comment:
Comment:
^ Gear Box Complete Configuration^ jj=Q
No Gears [ Gear Box Comp
j1®
Simplified [ Gear Box Com| With Gears [ Gear Box Corr
511
Beginner's Guide to SOLIDWORKS 2016 - Level I
28.2. - Split the FeatureManager to show components and configurations, and activate the "No Gears" configuration.
11 id 0
7lOrigin
x.
(f) Housing<1> (Machined<
(-) Worm GearComplete<1> (Defai <3. (-) Offset Shaft Completed > (Defai TopCover<1> (Default<
f
(-) socket head cap screw_ai<17> (F
f f
(-) socket head cap screw_ai<20> (h
? (-) socket head cap screw_ai<18> (F f (-) socket head cap screw_ai<19> (F (-) socket head cap screw_ai<21> (F
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i® Mates &|tl MirrorComponentt i>l> DerivedC irP attem2
40 MirrorComponent3
1
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Configurations Gear Box Complete Configuration(s) (i|
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No Gears [ Gearir Box Comp
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Simplified [ Gear ar Bo>L^mple1 Bo>L^m With Gears [ Gear Box Comple Y
t
28.3. - Just as we can suppress features in a part's configuration, in an assembly we can suppress components (parts and sub-assemblies), and also use a different configuration. For the "No Gears" configuration, we'll suppress the existing geared parts and replace them with the simplified version of each part. Hide the Top Cover' for visibility, and suppress the 'Worm Gear Complete' and 'Offset Shaft Complete' parts. Suppressed components are shown in grey in the FeatureManager, and, like suppressed features in a part, they affect the weight and volume of the assembly. rum rianc
\ Top Plane na Right Plane lOrigin <£> (f) Housing<1> (Machined<
©
(-) Worm Gear Shaft<1> (Default< (-) Worm Gear Complete<1> (Defai
Supp • e s
<55 (-) Offset Shaft Complete<1> (Defai \ TopCover<1> (Default<
f f f
f
(-) socket head cap screw_ai<17> (F (-) socket head cap screw_ai<18> (F (-) socket head cap screw_ai<19> (F (-} socket head cap screw_ai<20> (F
Y \\¥ Concentric41
^^^wwidthl —hz! *-•-^.«parallel1^^r
(-) socket head cap screw_ai<21> (F
512
y/
Assembly Modeling
Top Plane ^ Right Plane L Origin *
X13
* •
Housing<1> (Machined<
<§) (-) Worm Gear 5haft< &
j
@
^
n (*) Worm Gear Compj & ^
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supp
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^ (-) socket head cap screw_ai<17> (k
*
"f3 (-) socket head cap screw_ai< 18> (k
•
§ (-) socket head cap screw_ai<19> (k
*
B
*
^ (") socket head cap screw^ai<21> (k
socket
• <
i|jl Mates
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head caP screw_ai<20> (k
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Gear Box Complete (No Gears< Display!
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Annotations
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Front Plane Top Plane Right Plane Origin *
*s§3 (f) Housing<1> (Machined<
•
^ Side Cover<1> (Machined<
<2>
Worm Gear Completed
Defa
Offset 5haft Completed
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After suppressing a component in the assembly, its mates are automatically suppressed too. Mates (§) Concentricl (Housing<1>,Side Cover<1>) A Coincident (Housing<1>,Side Cover<1>) (§) Concentric2 (Housing<1>,Side Cover<1>) (O) Concentric? (Side Cover< 2> Worm Gear Shaft<1*)
(§) Concentric41 (Worm GearShaft<1>,Worm Gear Complete* P'P Width! (Housing<1> ,Worm Gear Complete<1> ) ParalleU (Worm Gear Shaft<1>,Worm Gear Complete<1>) @ Concentric5 (Housing<1>,Offset Shaft Complete<1>) /\ Coincident4 (Housing<1>,Offset Shaft Complete<1>)j
/\ Coincidents (Housing<1>,Top Cover<1>) A Coincident6 (Housing<1>,Top Cover<1>) @ Concentric12 (Top Cover<1>,socket head cap screw_ai<17>)
513
Beginner's Guide to SOLIDWORKS 2016 - Level I
28.4. - Add the 'Worm Gear1 and the 'Offset Shaft parts, and mate them in place as we did before. And now that we know we have an interference, change the diameter of the 'Offset Shaft'to 0.575".
575 +.000
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o
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Assembly Modeling
28.5. - Switch to the 'With Gears" assembly configuration and suppress the simplified 'Worm Gear' and 'Offset Shaft that were added in the previous step. Origin (f) Housing<1> (Machined**D Side Cover* 1> (Machined*
m
(-) socket head cap screw_ai<1" (-) socket head cap screw_ai<15 (-) socket head cap screw_ai*1(
:
(-) socket head cap screw_ai<2( li<2 :autt) (-) Offset Shaft* 1> (Default)
(-) Worm Gear<1> (Default) ult^^^p CM MirrorComponentl
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- <3 Gear Box Complete Configuration! 1=®
No Gears ( Gear Box Com
28.6. - Switch to the "Simplified' configuration and suppress the geared components and all fasteners, making it similar to the "No Gears" configuration but without fasteners. Multiple components can be selected to suppress (or unsuppress) at the same time. Origin
iu
(f) Housing* 1> (Machi SideCover*1> (Machir
9
\
(-) Worm Gear Complel (-) Offset Shaft Complete* 1> (I
Suppress
N^i Top Cover<1> (Default* *Defai ^ (-) socket head cap screw_ai' if (-) socket head cap screw_ai<1(
n
(-) socket head cap screw_ai*1? 'f* (-) socket head cap screw_ai<2(
f -) socket head cap screw_ai*2' (-) Offset Shaft* 1> (Default* <1
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^ (-) Worm Gear<1> (Default*
R
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Configurations Gear Box Complete Configuration" Hjear^^efrl^i^om Simplified ( Gear Box x Coi
515
Beginner's Guide to SOLIDWORKS 2016 - Level I
28.7. - When components are added to an assembly with existing configurations, by default, the mates added in the active configuration are suppressed in the other configurations. In our assembly we added and mated the 'Worm Gear' and 'Offset Shaft while the "No Gears" configuration was active; therefore, the mates added are suppressed in the 'With Gears' and 'Simplified' configurations. Expand the "Mates" Coincident14 (Top Covers folder, locate the previously added mates (should be 4t° located at the bottom of the £ \ list) and Unsuppress them in the 'Simplified' Unsuppress £ 6^ ' configuration. Features (Q) Concentric42 (
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If the mates are not resolved (unsuppressed), the components will move out of place if dragged.
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Save the assembly. The finished configurations for the Gear Box are as follows. The 'Top Covet has been hidden in all three configurations for visibility:
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ear Box C
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Beginner's Guide to SOLIDWORKS 2016 - Level I
28.8. - When we change a part's dimension in the assembly, the change is propagated to the part and its drawing. After finishing the assembly and having changed the 'Offset Shaft diameter, open it's drawing to verify the drawing is updated. Save and close the drawing file. If asked to save modified files, click on "Save All" to save both the part and the drawing.
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28.9. - After completing the assembly configurations activate the "With Gears" configuration. With the 'Top Covet hidden, we realize that there is another problem with our assembly: The geared shaft cannot be assembled as designed because it will not fit through the hole in the 'Housing.' In this case the problem is exaggerated to make it obvious, but most of the time in real life it's not always this obvious. To help us find this type of problem we can use "Collision Detection"; it allows us to move a part through its range of motion and alert us when it hits another component. To allow the shaft to move freely along its axis, first we need to suppress the coincident mate added in the offset shaft. To locate a part's mates, expand the FeatureManager and go to the "Offset Shaft Complete, Mates" and suppress the Coincident mate. luyiii rraiic
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28.10. - After suppressing the mate, click and drag the shaft to move and rotate it about its axis to confirm the mate is suppressed. To simplify the view, we'll hide every component except for the 'Housing' and the 'Offset Shaft Gear.' Hold down the "Ctrl" key and select the shaft and the housing, make a right-mouse-click and select the "Isolate" command to temporarily hide every component not pre selected; note that a toolbar with an "Exit Isolate" button will become visible. Pressing the "Exit Isolate" button shows the hidden to the previous view state. ^5 Gear Box Complete (With Gears
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Beginner's Guide to SOLIDWORKS 2016 - Level I
28.11. - From the Assembly tab select the "Move Component" command. In essence it's the same as dragging a component in the graphics area, but using the command we have more options including "Collision Detection" and "Physical Dynamics."
(•) Collision Detection"
Check between:
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Resume Drag
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Move Component
Show Hidden Components
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After selecting "Collision Detection" a new set of options is presented; under the "Check between:" option select "These Components" to reveal a new selection box. This option is used to limit the number of components included in the collision detection calculation, ignoring the rest of the parts in the assembly. The collision detection command is a resource intensive command; therefore, limiting the number of components in the analysis makes the analysis run faster and smoother.
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Moves a component within the degrees of freedom defined by its mates.
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Add the 'Housing' and the 'Offset Shaft Gear1 to the selection box and press the "Resume Drag" button to continue. Make sure the "Stop at collision," "Highlight faces" and "Sound" options are also selected.
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Using the "All components" option can be used if our assembly has only a few components and we have a fast computer. The maximum number of components depends on geometry complexity, mates, computer speed, etc. and therefore it's more convenient to limit the number of components in the analysis. If we start moving the parts with the "Collision Detection" command and there is interference between any two components being analyzed, we'll get a warning letting us know about it and the option "Stop on collision" will be disabled, but the sound and highlight faces will continue to work. This is another good reason to limit the number of components included in the analysis.
520
Assembly Modeling
28.12. - Click and slowly drag the shaft, notice how the movement is slower than usual, and, depending on the PC's hardware, may be sluggish. When the helical thread hits the housing's wall, it will highlight the colliding faces, alert us with a sound, and stop according to the options selected. o
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28.13. - Collision and interference detection tools can help us identify and fix design errors early in the process before manufacturing a product. After identifying potential problems click "Exit Isolate" to return to the previous view state. Close the "Move Component" command, and Unsuppress the coincident mate that prevents the Isolate shaft from moving along its axis. In the assembly Exit Isolate ite exercises the 'Housing' will be modified to allow the shaft to be assembled.
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521
Beginner's Guide to SOLIDWORKS 2016 - Level I
28.14. - As a final step to finish the assembly we'll add a new type of mate called "Gear." The gear mate allows us to define a rotational ratio between two cylindrical components, even if the two components don't have any type of contact or alignment. Adding this mate will allow us to simulate a gear driving another gear. While still in the "With _ Gear" configuration, I i Origin Invert Selection select the 'Worm Ql (f) Housing<1> (Machined<
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Select the "Mate" command, expand the "Mechanical Mates" group, and select the "Gear Mate." For this type of mate we can select a cylindrical face, a round edge or an axis of the 'Offset Shaft Gear1 and another from either the 'Worm Gear Complete' or the 'Worm Gear Shaft.' The reason is that since both are connected, moving one will move the other. After making the selections, enter 1 for the teeth/diameter of the 'Offset Shaft Gear1 and 22 for the teeth/diameter of the other selection. This value is not the actual diameter, but the gear ratio at which one will rotate with respect to the other. The "Reverse" option inverts the rotation of the gears if needed. Press OK to add the mate and finish the command.
522
Assembly Modeling
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When using gear mates for SOUDWORKS Motion results, mount the two gears on the same housing. Mate Selections
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/\ Coincident13 (Top Cover< (§) Concentric14 (Top Cover<
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523
Beginner's Guide to SOLIDWORKS 2016 - Level I
Click the "Exit Isolate" button to return the view to the previous state and show the Top Cover" to finish the assembly. Your assembly 'Gear Box Complete' is finished and should now look like this.
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28.17. - Instead of hiding a component to view inside or behind it, we can make it transparent. Select the 'Housing' in the FeatureManager or the graphics area and from the pop-up menu select "Change Transparency." Click and drag one of the gears to turn it and see the effect. To make the components opaque again repeat the same process. ,-T
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28.18. - An easy way to manipulate component's display mode in an assembly is by using the "Display Pane." The "Display Pane" can be accessed at the top of the FeatureManager; click in the arrow to expand it. It will be located to the right. If the arrow is not visible, make the FeatureManager wider to reveal it.
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Beginner's Guide to SOLIDWORKS 2016 - Level I
In the "Display Pane" we can: Click in the first column to Hide/Show a component.
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In the second column to change a component's display style.
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