SolidWorks 2010- P18

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SolidWorks 2010- P18: Whether you are a new user of SolidWorks or a professional who wants to improve your skills, this book was written for you. Learning any software can be difficult at times. You launch the software for the first time, and you feel overwhelmed, not knowing how to even start a new document. In 3D CAD programs, it can be especially difficult. Many times a whole new vocabulary and a whole new creative environment are introduced.

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Make Assembly Components Virtual 479 6. In the FeatureManager, the component will show that the virtual component is a copy of the original part model. This is good since you do not want to affect the original parts in any way. N O t e It is not possible to make the parts of a subassembly virtual while in the higher-level assembly. You have to open the subassembly sepa- rately in order to make its components virtual. 7. After repeating the same step for the second component in the assem- bly, click Save on the menu bar. 8. The Save Modified Documents window will display the assembly and two parts that make up the assembly, as shown in Figure 14.8. Since each component was modified, click Save All. F I g u r e 1 4 . 8 Save Modified Documents window 9. A second Save As window will ask whether the unsaved virtual com- ponents are meant to be saved externally or internally, as shown in Figure 14.9. Select the Save Internally option, and click OK. The assembly with the internal virtual components is now ready to be sent. The virtual components can then be saved externally on the other end.
480 C h a p t e r 1 4 • S h a r i n g Yo u r D o c u m e n t s w i t h O t h e r s F I g u r e 1 4 . 9 Save As window with option to save internally N O t e After making all the components internal to the assembly, the resulting file will be slightly larger than the sum of its individual files. Create a Part from an Assembly In the previous section, you made the components of the bulb subassembly virtual in order to send the assembly as a single file. The two drawbacks to that approach are the technique is not very useful for larger files, and the file size is slightly larger than the sum of the individual components. But the advantage is that the recipient of the file can make the components external once again and have a standard assembly with its referenced components. Another technique that is significantly easier and works just as well for large assemblies as it does for small assemblies is creating a single part file from the assembly. Saving an assembly as a part file creates a SolidWorks part file (*.sldprt) that either contains solid bodies for each component or contains just the external surfaces as surface bodies. The resulting file is much smaller in size compared to the assembly and the parts. When trying to decide whether this technique works for your needs, consider how the resulting part is meant to be used. If the components are meant to be used for manufacturing, then the solid bodies would need to be converted using a utility such as FeatureWorks to recognize the features, if the feature data is required. For large assemblies, this can be a painstaking process, and sending the assembly and supporting components as native SolidWorks files would probably be the best approach. However, if the feature data is not required, exporting the files as either an IGES, STEP, or Parasolid is often requested by the machinist. We have found that using this technique works best when the part is meant solely for reference purposes or for creating renderings. We have even used this technique when we had an assembly of a vendor-supplied part and we needed to use it only as a portion of a larger assembly. By converting the parts of the assembly into solid
Create a Part from an Assembly 481 bodies, the file size is smaller and requires less time for generation since there are no features to load into memory. The resulting part file will also not have any ref- erences to the original assembly or parts, and changes made will not update the original files. In this instance, assume that the resulting part will be used for quoting purposes. You’ll create a single part from the top-level assembly, and each component will be converted into a solid body, allowing the ability to hide and show individual compo- nents. To do this, perform the following steps: 1. Open the desk lamp assembly that was created in Chapters 11 and 12. 2. Click the downward-pointing arrow next to the Save button on the menu bar, and select Save As. 3. In the Save As Type field, select Part (*.prt, *.sldprt). Below the Save As Type field, you are presented with three options. Each option affects how the part will be created from the assembly. external Faces Selecting External Faces will create a part file with no solid bodies and only the outside visible faces as surface bodies. exterior Components This option will create a part file with the visible components saved as solid bodies. Any internal components that are not visible will not be saved. All Components This option will convert each individual compo- nent in the assembly into a solid body. 4. Select the All Components option, and click Save to create the new part file. The assembly can now be closed, and just so you can see the result, you will open the new part file. 5. Click Open in the menu bar, select the part file you just created, and click Open. 6. If prompted to proceed with feature recognition, click No. 7. The FeatureManager, instead of displaying parts and assemblies, now has a list of solid bodies, as shown in Figure 14.10. Each solid body corresponds to a component in the assembly, giving the recipient the ability to view each component individually.
482 C h a p t e r 1 4 • S h a r i n g Yo u r D o c u m e n t s w i t h O t h e r s F I g u r e 1 4 . 1 0 Components in part file converted to solid bodies Open Files in eDrawings Earlier in this chapter we briefly covered how eDrawings can be used as a viewer to open native SolidWorks files as well as documents saved in the eDrawings format. Before moving on to the next chapter, we’ll talk about the eDrawings software. Instead of going into great detail, we will show you how to open a document in eDrawings: 1. Locate SolidWorks eDrawings 2010 in your program group, and launch the program, as shown in Figure 14.11. F I g u r e 1 4 . 1 1 eDrawings program
Open Files in eDrawings 483 2. Select Open on the toolbar in the eDrawings window. 3. At the bottom of the Open window, you can select the file format of the file that you intend on opening, as shown in Figure 14.12. Select eDrawings Files (*.edrw). F I g u r e 1 4 . 1 2 Selecting the eDrawings file type 4. Browse to the folder that contains the Base,Lamp.edrw file created earlier, select the file, and click Open. 5. The graphics area of the eDrawings software will now display the draw- ing. You will notice that it looks exactly like the drawing in SolidWorks. In fact, it is the same. The only difference is that you cannot make any changes to the drawing. 6. The user interface for eDrawings also a lot simpler from that of SolidWorks. As you can see in Figure 14.13, the tools available can be used for rotating, zooming, and measuring. That is why the program is perfect for non-SolidWorks users; it is an easy program for anybody to use. F I g u r e 1 4 . 1 3 eDrawings toolbars 7. After you are finished exploring eDrawings, close the program.
484 C h a p t e r 1 4 • S h a r i n g Yo u r D o c u m e n t s w i t h O t h e r s If You Want More Practice… Throughout the chapter we introduced you to a couple of ways to save files to make it easier to send them via email. Now would be a good time to experiment with other SolidWorks files using some of the other export formats listed in the file type field of the Save As window. Many of the file formats have their own set of options. To learn more about the options, you can click the Help button in the lower-right corner of the Export Options window. Are You experienced? Now You Can… EESave a document as a PDF file EECreate a detached drawing EE the Pack and Go utility Use EESave a document in the eDrawings format EESave components of an assembly as virtual components EESave an assembly as a part file
Chapter 15 Creating Your Own Templates: Part 1 Create Part and Assembly Templates Create a Title Block for Parts and Assemblies Create a Custom Property Tab
486 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 S olidWorks comes preinstalled with templates for drawings, parts, and assem- blies as well as sheet formats for the most common drawing sheet sizes. These templates are enough to get you started when using SolidWorks, but as you become more familiar with the software, you may find yourself making changes to these templates every time you create a new document. Many companies use these templates as the starting point when creating their own standard tem- plates, and that is exactly what you will be doing in this chapter and the next one. Starting with the out-of-box templates that ship with SolidWorks, you will be creating a whole slew of custom templates that can be used throughout this book. In this chapter, you will be concentrating on parts and assemblies as well as some additional items that can be used in the two environments. Usually it is the duty of the CAD manager or one of the power users in an organization to create the templates that will be used, but there may be a time when that power user is you. With the skills you will learn in these two chapters, you will be able to create the most commonly used templates in SolidWorks. Create Part and Assembly Templates In the previous chapters, when it came time to create a new part or assembly, you were instructed to download the appropriate templates from the companion website. In the next couple of sections, you will be re-creating those templates starting with the preinstalled templates. Creating custom templates of parts and assemblies allows you to set document properties, custom properties, and other modifications for each only once. Few organizations need to create more than one part and assembly template to be used for all modeling. But we have found that it is sometimes helpful to have multiple templates to match different part and assembly types. For instance, if your organization commonly creates models in both English and metric units, you can create separate templates for each unit type. Create a New Part Template The part template that comes installed with a fresh copy of SolidWorks will work for many users without any modifications. When creating the templates that ship with the software, SolidWorks did a great job of determining the combination of common document properties that works for most users. However, we have always found the need to make small changes, such as the number of decimal
C r e a t e P a r t a n d A s s e m b l y Te m p l a t e s 487 places on dimensions, the default display settings, and even what document prop- erties are included by default. Custom templates can then be shared throughout your entire organization. Making refinements to the SolidWorks templates is not only a huge time-saver in the grand scheme of things, but it is also extremely easy. Since you will be starting with the standard templates available, you will only need to make a cou- ple of small modifications. The following steps will take you through the process of making the small changes that are required for the examples in this book: 1. Click New in the menu bar. 2. If the New SolidWorks Document window is displayed in the simplified mode that displays the three basic templates for parts, drawing, and assemblies only, click the Advanced button in the lower-left corner of the window, as shown in Figure 15.1. F i g u r e 1 5 . 1 New SolidWorks Document default novice view 3. In the New SolidWorks Documents window, select the Part template, O and click OK. SolidWorks will save your preference so Access the Document Properties that each time you create a new docu- Document properties are properties that affect the active document only. Many times ment, the Advanced there a few properties that need to be adjusted to meet your needs, and instead of view will be the default view. remembering to do so each time you create a new part model, you can do it once in the template. All future parts created from the template will contain the properties
488 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 specified in the template. In this section, you will make some minor changes that will affect how you create the parts in this book. N O t e Modifications made to a template will affect only future parts. Existing part models will not be updated at the same time. 1. In the menu bar, click the Options button. 2. On the top of the Options window, there are two tabs. The first tab, System Options, is where you can specify settings that will affect the entire SolidWorks environment regardless of which file is cur- rently open. The second tab, Document Properties, is used to specify options in the currently active document only. Select the Document Properties tab to view the categories for the settings available for the current document type. 3. Since the current document is a part, the section on the left of the Document Properties window displays the option categories that apply to part documents, as shown in Figure 15.2. To view the options for each category, select the category, and the options will be displayed to the right of the section. F i g u r e 1 5 . 2 Document properties category list explore the Option Categories for Parts Although the sections on the Document Properties tab are available in parts, assem- blies, and drawings, the options available in each section relate directly to the active
C r e a t e P a r t a n d A s s e m b l y Te m p l a t e s 489 document. As you become more comfortable with working in SolidWorks, you may encounter the need to make fine adjustments in your document. Sometimes it could be as basic as adjusting the units in the document, but there are many more adjust- ments that can be made. The best way to learn about each option is to click the Help button in the lower-left corner of the window, and the description of each option in the window will be described in the Help window. Although the help file is a good start, the best way to learn is to play. We recommend opening a new document and experimenting with different settings so you can get a good feel for what can be done. The following are the main categories on the Document Properties tab along with a brief description of each: Drafting Standard Use this option to select a drafting standard for detailing in the active part file, as well as to rename, copy, delete, export, or load saved cus- tom standards. Detailing This property contains options related to how annotations are han- dled in the active document including text size, importing of annotations, and the cosmetic thread display. grid/Snap This property contains options on the grid display in the active document as well as the snap functionality. units The Units options are used to specify the unit system used such as IPS and metric. You can also adjust the precision of dimensions, mass properties, and simulations. Colors In part models, you can adjust the colors for each feature type. For other color adjustments such as for the background, text, planes, and others, you should use the system colors. Sometimes it is nice to customize the colors, but if you send the file to another user, the difference may become confusing. Material Properties You can adjust the density of the material specified for the active part as well as how the section for the material is displayed. image Quality You can adjust the display quality for the active part. You can also make further adjustments in the Performance section of the System Options section. Plane Display You can adjust options such as the color, transparency, and intersection of planes. DimXpert You can specify the default settings affecting how annotations are added to a part using DimXpert.
490 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 N O t e DimXpert allows you to fully annotate a part model, satisfying the requirements of ASME Y14.42-2002, which eliminates the need to have separate part drawings. Specify Options for the Part Template The following options are the most common adjustments we usually need to make to a part file. To save time, we often make these adjustments at the tem- plate level so all our parts will be created correctly. These options are also the ones used when you created the parts and assemblies in earlier chapters. To set the document options for the template, do the following: 1. In the category list, select Units to specify the units used for dimen- sions, Mass Properties, and Motion Studies. 2. Ensure that the IPS unit system is selected in the Unit System sec- tion, as shown in Figure 15.3. F i g u r e 1 5 . 3 IPS unit system specified in the document properties 3. Below the Unit System section is a table that lists the type of units in the document that can be updated. For the Length row, select the downward-pointing arrow to view the number of decimals that can be specified when adding dimensions to the part model, as shown in Figure 15.4. Select the entry that shows .123; this entry will specify that dimensions in the part model and sketches will be displayed with three places after the decimal point. If you require more precision, you may specify that dimensions are displayed with up to eight num- bers after the decimal points. After changing the number of digits that will be displayed in dimen- sions in the table, a bubble will display a message alerting you that since the current standard has been modified, the standard name will be changed to “ANSI-MODIFIED.” At this point, you will continue making changes to the settings.
C r e a t e P a r t a n d A s s e m b l y Te m p l a t e s 491 F i g u r e 1 5 . 4 Specifying the precision of length dimensions 4. Select Image Quality in the options tree. 5. At the top of the Shaded And Draft Quality HLR/HLV Resolution sec- tion, you can use the slider to set the image quality resolution of the part in the graphics area, as shown in Figure 15.5. By default, the slider position is in the middle of the bar. As you move the slider to the left toward the Low end, the quality of the model is of lower quality, but it does speed things up. By moving the slider toward the High end, the quality increases, but it can make some older systems run painfully slow. Move the slider to the ¾ position on the High end of the bar. F i g u r e 1 5 . 5 Adjusting the display resolution of the active part Save the Modified Document Settings Even though you made only a couple of adjustments to the document proper- ties, it wouldn’t hurt to save these changes for future documents. Not only will it come in handy when creating other templates that are meant to share the same options, but you can use the saved changes to update the properties of existing documents. Once a modified standard is saved, it can be recalled in another doc-
492 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 ument, and the options will be applied. The following steps will save the settings that you will then use to create your assembly template with the same options. N O t e You can also store standards files on a network location, giv- ing other users in your organization the ability to update any files they may have to the current company standards. 1. In the option tree at the very top of the list, select Drafting Standard. 2. Click Save To External File. 3. In the Save As window, browse to a folder that you want to be used for storing data from SolidWorks. 4. Specify the name that you want to save the modified standard as in the File Name field, or accept the default name ANSI-MODIFIED.sldstd. Click Save to save the standard and to close the Save As window. Save the New Part Template Before you can use a new template for creating parts, you must save it in the appropriate templates folder. As soon as it is saved, it will become available in the New SolidWorks Documents window. If the template is saved in a shared network location, all SolidWorks installations that point to the template folder will also be able to use the template. Save the template as described: 1. Click OK in the lower-right corner of the Document Properties win- dow to save the changes made to the part template. 2. Once all the options have been set per the previous sections, click Save in the menu bar. 3. In the Save As window, browse to the location where your SolidWorks templates are located. In most cases, the location for templates in SolidWorks 2010 is C:\ProgramData\SolidWorks\SolidWorks2010\ templates. N O t e If you are not sure which folder SolidWorks is using for its templates, you can find out in System Options ➢ File Locations ➢ Document Templates. 4. Click the Save As Type field, select Part Templates (*.prtdot) from the list, and change the File Name to NER Part to prevent overwriting your existing template. Click Save to the part template.
C r e a t e P a r t a n d A s s e m b l y Te m p l a t e s 493 N O t e If you downloaded the part template in previous chapters, you can just overwrite the version downloaded or choose to skip saving the changes you made. 5. Close the part template, and it will be ready for use the next time you need to create a part file. Create a New Assembly Template with Saved Standards In the previous section, you created a new part template from a preinstalled tem- plate. You made adjustments to the document properties to better suit your needs, but that leaves the assembly template that you still need to create. Instead of fol- lowing the same steps to create a new assembly template, you can use the modified standard template you previously saved. Since the document properties you speci- fied in the part template correspond exactly with those you need to adjust in the assembly template, there will be no issue with importing the same options. The following steps will describe the process of importing settings previously saved. N O t e Not all document properties are available in all three SolidWorks file formats. There may still be additional adjustments that cannot be shared among the different formats. If you’re not sure what has been imported, it is always a good idea to check how the options were applied. 1. Click New in the menu bar, and select the Assembly template in the New SolidWorks Document window. Click OK to open the new assembly file. 2. If prompted to begin the new assembly by inserting parts in the file, click the red X in the Begin Assembly PropertyManager. 3. Select the Options button in the PropertyManager, and select the Document Properties tab in the window. 4. In the Drafting Standards section, click the Load From External File button. 5. Browse to the folder in the Open window that contains the standards file you saved in the previous section. Select the file, and click Open. 6. Since all the document properties were already specified in the saved standards, all that is left to do is click OK to save the changes and close the Document Properties window.
494 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 7. Click Save in the menu bar, and browse to the folder that contains the templates that SolidWorks uses. 8. Change the file type in the Save As window to Assembly Templates (*.asmdot), and change the filename to NER Assembly. Click Save to save the new template. After saving the template, it is safe to close the file since there are no other options you need to set at this time. Create a Title Block for Parts and Assemblies In SolidWorks 2007, the ability to annotate a part or assembly was introduced. The addition of the DimXpert command gave the ability to add notes, dimensions, and even geometric tolerancing to the actual 3D model. Then in SolidWorks 2009, a bill of materials table was introduced to the 3D environment. Over the years, SolidWorks has made these enhancements to satisfy the requirements of ASME Y14.41-2003, Digital Product Definition Data Practices. The Digital Product Definition Data Practices standard specifies how drawings can be eliminated by fully annotating a 3D model. In lieu of a 2D drawing, the design intent can be properly described to all viewing parties with a fully dimen- sioned part and any other manufacturing, documentation, or quality informa- tion. But there was always one bit of critical information that was very difficult to present to the recipient of the part — the information that would normally be delineated in the drawing title block. This information could always be included in notes in the model or even a separate document, but nothing beats the sim- plicity of a drawing title block. Luckily, in SolidWorks 2010, the ability to add a title block to the 3D environ- ment was finally introduced. You can insert a 2D title block table in a part or assembly that can mimic that of a drawing. No matter in what direction a 3D model is being viewed, the title block and its text will always remain normal to the viewing plane. Just like a title block in a drawing, you can link text to docu- ment or custom properties and have the text dynamically updated as the proper- ties are updated. You can create a title block for 3D components from scratch by modifying a table that resembles a spreadsheet. By adding rows and columns, merging cells, and adding text, you can create a floating title block that may look almost exactly like the one on your 2D drawings. Also, SolidWorks has a standard tem- plate that matches the title block in the standard drawing template. Since you will be creating your drawing template from the standard template, you can do the same with the title block template.
Create a Title Block for Parts and Assemblies 495 insert a Title Block into a Model Whether you are inserting the standard title block template or your own title block that matches your organization’s layout, the process is the same. You launch the Title Block Table command; a title block is then placed directly into the graphics area of a part or assembly. You can then move the inserted title block anywhere in the 2D plane that is normal to the viewing plane. The following will describe the process for inserting a title block into a model. 1. Click New in the menu bar, and select the NER Part template you cre- O ated earlier. Click OK to open the part. A title block cre- 2. In the menu bar, select Insert ➢ Tables ➢ Title Block Table, as shown ated for parts and in Figure 15.6. assemblies cannot be inserted into a drawing. F i g u r e 1 5 . 6 Title Block Table tool in menu 3. Click the Browse For Template button in the Title Block Table PropertyManager, as shown in Figure 15.7. F i g u r e 1 5 . 7 Opening the template for the title block table
496 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 4. Browse to the folder that contains your title block templates. By default the location should be C:\Program Files\SolidWorks Corp\ SolidWorks\lang\english. Select the file named Title Block.sldtbt, and click Open. t I p You can determine the folder path for your title block templates by referring to the Title Block Table Template path displayed in the File Locations tab of the System Options window. 5. Click the green check mark in the Title Block Table PropertyManager to insert a generic title block into the part file. 6. As you move the mouse pointer in the graphics area, the title block table will move with the pointer. Click and release the left mouse but- ton to place the title block in the part. Once inserted into the part model, as shown in Figure 15.8, you can begin to make your required modifications. F i g u r e 1 5 . 8 Unmodified title block table edit Static Text in the Title Block The title block table that is included with SolidWorks almost perfectly matches the title block in the drawing sheet format, but you still need to make some changes before you can begin using it. If you required a different layout of the fields in the title block, you would have to adjust the cells by hiding and showing cell borders much like what is done in most spreadsheet programs. Luckily, since right out of the box the layout matches the one that you will also use in your drawing, all you need to do is update the text in the fields. The first thing you will do is update the company name field and adjust its appear- ance. The company name field is one of the fields that is actually meant to contain static text. This means that the text will not be linked to any outside property and
Create a Title Block for Parts and Assemblies 497 will not be dynamically updated by the system. Using skills that you have more than likely already gained in most spreadsheet programs such as Microsoft Excel, edit the text by following these steps: 1. Since this is only for practice, you will be using a fictitious company name. Select the field that currently shows the label , and in all capitals type FIRST DESIGN COMPANY. N O t e Changes made to a title block in a part or assembly do not affect a title block in a drawing. The two types of title blocks are completely inde- pendent from each other. 2. In the floating toolbar that become visible while editing the field, you can specify the typeface of the text in the cell. Using the toolbar, set the font name to Times New Roman, set the height to 14 points, and make the text bold, as shown in Figure 15.9. F i g u r e 1 5 . 9 Adjusting the font of text in the title block table Link Text to System Properties Just like in a drawing, text in a title block table can be dynamically linked to properties in the active document. This means that as the value of the property is updated either manually or by another process, the text in the title block will update automatically. This helps automate many steps when using the title block table, reducing working time and eliminating the chance of forgetting to update information in the title block. When linking a text item in the title block to a property, the property can be a custom property that already exists in the active model or a system-controlled property such as the mass of the model. If a property does not exist in the model, you can add one ahead of time or while linking properties to the text item. System-controlled properties are read-only properties that SolidWorks uses in documents for various tasks such as controlling the filename, calculating the mass of the part, or even keeping track of who edits the document.
498 C h a p t e r 1 5 • C r e a t i n g Yo u r O w n T e m p l a t e s : P a r t 1 Linking to the system-controlled properties can save you the step of defin- ing your own properties since the information is already generated. In the title block, you want to link to the property that returns the filename since most organizations save the file as the part number. When the filename changes, the part number field in the title block will automatically be updated. The next few steps will describe how you can connect to the filename property: 1. Double-click the cell used for the Part No. field, and click the Link To Property button. 2. Click the downward-pointing arrow in the empty field to view the available properties. In addition to the custom properties that were added previously, the available system options are also displayed. Select SW-File Name(File Name), and click OK. 3. Specify that the font of the cell is to use the document font. Add a New Custom Property for Linking Text In the next few steps, you will notice that the area for the description appears to be one cell, but as you click inside, you will see that it is instead a group of cells. Because the title block cannot merge cells, you will need to select one of the cells that will contain the description. As long as the description for the active document does not get too long, you will be able to maintain a link to the custom property. But if the title gets too long, the automatic height adjustment of the cell will affect the layout of the table. To avoid this, when it appears that a description will be too long, you will need to remove the linked text and instead manually break the description up into smaller parts and type each into the individual cells. As you can imagine, it would be easier to use if the description did not get too long; all the descriptions in this book should not have an issue. In the previous section, the property that was used for linking text in the table was already available in the document. This will not always be the case when it comes time to design a new title block. In the next couple of steps, you need to link the Description field to a property that is currently not part of the document. You could go back to the Properties window discussed in earlier chapters and add the Description property prior to linking it to the title block. Luckily, you will not need to exit the title block before adding the property. You can actually call the custom properties window from the Link To Property window and add the property. Follow these steps to add a property while editing a title block table: 1. Double-click the cell in the Description field, and click the Link To Property button, as shown in Figure 15.10.