Dauphin precision tool training

Dauphin Precision Tool
Solidworks Standards

SolidWorks Basics

Items covered in this section:
• Default with SolidWorks
• Pre-Template set up work
• SolidWorks Templates & Settings we are going to cover:
 Part
 Assembly
 Drawing
− Sheet format
− BOM
− Revision Block
• Tools Options
• Property Tab Builder (Newer Feature Still working on Templates)

Default with SolidWorks

• By default when SW opens - NOVICE is set

• The template that opens is what the default is set to, if no default
is set then it defaults to the “Templates” that were created upon
install.

• Should already be set. If not just click on the icon shown.

Default with SolidWorks
• TEMPLATES: This is set when you open SolidWorks the first time, there are a few generic
selections as a standard. The Custom Templates have already been created and can be
found in the following location:

• L:VAULTDPT Templates

• Click on the Advanced button in the lower Left corner if it has not already been selected.

• If it has been selected you should see what is in the image on the right (below).

Pre-Template set up work
 Metadata - Sometimes referred to as custom properties or attributes, these are typically the attributes used to
identify information in documents.
− Part Number - Customer ID
− Description - Weight
− Material - Program
− Finish - Material Size
− Drawn By / Date - Surface Treatment
− Check By / Date - Reference Drawing
− Approved By / Date - Blank Number
− ANY INFORMATION THAT WILL BE USED IN BOM, DRAWINGS ETC…
 Define location for all templates to be saved
− PDM System? We will be migrating into a PDM System in the near future. Hopes are that most of the required
information for the PDM System will already be in the Parts/Drawings
− Network Shared Location: L:VAULT
− Who is the Admin?
− At present I am the Admin. However, I will be teaching everyone how to use the Admin tools and the system as
a cross over function.

SolidWorks Templates Types:
• Part Templates (*.prtdot)
• Assembly Templates (*.asmdot)
• Custom Property File (properties.txt)
• Drawing Templates (*.drwdot)
• Drawing Sheet Format (*.slddrt)
 Revision Block (*. sldrevtbt)
 Bill Of Materials (*. Sldbomtbt)
• Others for reference:

Part Templates Contain:
PART TEMPLATE • Part Templates drive all custom properties in drawings
• Part Templates have standards built into them

• Open SW Part
OPEN SW
PART

DEFINE
SAVE AS TO
OPTIONS
SHARED
DOCUMENT
LOCATION
PROPERTIES

SET
DEFINE
ORIENTATION
METADATA
“ISO”

Part Number = File Name
$PRP:"SW-File Name"

ASSEMBLY TEMPLATE Part Templates Contain:
• Part Templates drive all custom properties in
drawings
• Open SW Assy • Part Templates have standards built into them

OPEN SW
ASSEMBLY

DEFINE
SAVE AS TO
OPTIONS
SHARED
DOCUMENT
LOCATION
PROPERTIES

SET
DEFINE
ORIENTATION
METADATA
“ISO”

Part Number = File Name
$PRP:"SW-File Name"

DRAWING TEMPLATE
• Drawings have MORE options and settings then Part and Assembly templates.
• Components of a drawing:
 Drawing Templates (*.drwdot)
 Drawing Sheet Format (*.slddrt)
 Revision Block (*. sldrevtbt)
 Bill Of Materials (*. Sldbomtbt)

DRAWING TEMPLATE
• Drawing Templates (*.drwdot)
• This contains document specific found in “Tools, Options, Document Properties”
• Fonts
• Dimension standards and styles
• Line fonts
• Predefined views, etc…
• You can save the Revision Template!

DRAWING TEMPLATE
• Drawing Sheet Format (*.slddrt)
• The geometry and notes that make up the drawing's title block.
• This also contains the anchors for the BOM, Revision Table etc.
• SLDDRT file is setup for a particular paper size, unlike a template which can be for any size.
• When a format is used in a drawing, all the fonts and other settings get updated with the current document
settings.

DRAWING TEMPLATE
• Revision Block (*. sldrevtbt)
• Can be saved to the Drawing Templates (*.drwdot)

• RMB on drag handle for save option

DRAWING TEMPLATE
• Bill Of Materials (*. Sldbomtbt)
 There must be a SW Document ( Part or Assy) on the drawing
 A drawing can contain a table-based Bill of Materials or an Excel-based Bill of Materials, but not both.
 We will be using the SW Table-Based BOM – RMB to save.
 SW Help - Drawings and Detailing > Tables

TOOLS OPTIONS
• Bringing it all together
• Options or Tools > Options and select File Locations
• Specify folders to search for different types of document.
• Folders are searched in the order in which they are listed

• DOCUMENT TEMPLATES
• BOM TEMPLATES
• CUSTOM PROPERTY FILE
• REVISION TABLE TEMPLATES
• SHEET FORMATS
• CREATE TABS AS NEEDED

TOOLS OPTIONS
• Default Templates Options
• Options or Tools > Options and select Default Templates
• Specify the folder and template file for automatically created parts, assemblies, and drawings. For example, when you
import a file from another application or create a derived part, the default template is used for the new document.

PROPERTY TAB BUILDER
• Property Tab Builder is a stand-alone utility you use to create a customized interface for entering properties into
SolidWorks files.
• Why ? Create standard metadata for users to access.
• The tabs you create with Property Tab Builder appear in the SolidWorks interface on the Custom Properties tab in
the Task Pane.
• You create different tab templates for parts, assemblies, and drawings.
• Save the tab templates in the location where you store your properties.txt file.
 .prtprp for parts
 .asmprp for assemblies
 .drwprp for drawings
• No longer use the properties interface.
• Find other – Start, All Programs, SolidWorks 20XX, SolidWorks Tools
• Lets set one up for a SW Part - Number, Description, Created by and Date


• Dynamic with the properties, drop down menu for selection.

• By default it the Part option is selected.

• Select the group box
• Change Caption Name to a functionally name : SW World 2011
• Choose whether it is a expanded or collapsed box.

• Choose which type of element you would like to add to the Tab Template
• Use group boxes to group related elements. You can place multiple group
boxes at the page level. You cannot place group boxes inside other group
boxes. You place all other elements inside group boxes.

• Text boxes accept free-form text, dates, or Yes/No values.

• List boxes present users with a list of predefined text values. You can
populate the list by typing values or importing them from a text file, Excel
spreadsheet, or Access database.

• Number boxes accept numeric values.

• Check boxes toggle between two predefined values. You can control
which other elements are available in each state.

• Radio buttons allow selection of one of two or three predefined values.
You can control which other elements are available in each state.

• Lets add the first property for CREATED BY

• Title of block
• Metadata property
• Where the information
comes from
• Custom or configuration
specific

• Add the other properties
• Use the help file
• PTB is easy to use

Solidworks Design Considerations

Creating SolidWorks Parts

START WITH A PLAN:

 Prepare a strategy that
establishes desirable
characteristics of good models
Functionality Predictability

 Build intelligence into your part
that is mindful of dimensioning
schemes and manufacturing
Performance Stability
processes

 Think as far forward as
possible. Don‟t be afraid to
Accuracy Changeability
experiment and change
course when you encounter
obstacles

MAKE USE OF THE ORIGIN
With the origin placed at a meaningful
location you may be able to use the
default planes for assembly mating.

This allows you to edit or suppress part
features without affecting the assembly.

Thoughtful placement of the origin allows
you to make the most of symmetry.

It is very useful to control the orientation and the position of the part using the origin.
As you create the part consider if there is a logical orientation of the geometry that
will help you organize and control the design? Does the orientation of the part
accurately communicate the design intent? Can six standard views be created in
their correct orientation?
Locating the origin at a meaningful location will allow you to dimension additional
features off the default planes. Convenient placement of the origin also allows you to
take advantage of symmetry.

CONSIDER SYMMETRY

Building parts symmetrically about the origin
can significantly reduce modeling time.

Mirroring features is typically easier than
mirroring sketch entities.

Mirroring bodies is quicker and more reliable
than mirroring features.

By creating geometry symmetrically around
the origin can significantly reduce modeling
time, more importantly it is easier to modify
the part later. Mirroring bodies is faster than
mirroring features, dynamic mirroring is a
useful tool when sketching. You can also
accomplish symmetry by using Circular
patterns.

DEFINE WHAT IS IMPORTANT

 Think through your design intent and
use the appropriate relationships to
ensure that functionality is upheld.

 This will communicate your strategy to
others while making changes easier to
apply.

 As you constrain geometry consider
how the part is used and think how to
define the features that are important. If
engineering drawings require a different
dimensioning scheme you can add
them as reference.

CREATE FEATURES IN LOGICAL
SEQUENCE
Top down – start with the smallest
mass that will contain the entire
part then subtract material Sketch Based Features
Bottom up – begin with a core
shape then create additional
features
Applied Features
Fillets can be sketched or applied Applied Features should
features – though there are appear towards the Bottom
limitations to sketch fillets of the Feature Manager

Apply Drafts before Fillets

Apply Fillets before Shells

LIMIT THE SCOPE OF FEATURES
Separate features allow you to simplify
part representation by suppressing any
combination of features

Several simple sketches are easier to
manage than one complex sketch

When you‟re creating a model it is good
practice to break the part down into
separate features. Sometimes we try to
combine too many details into one
feature, producing an “all or nothing”
scenario. Separate features permit you to
edit, suppress, or delete any combination
of features. This ability allows you to
simplify the part representation; useful for
speeding up assemblies or simulations.

GUIDE LINES FOR SKETCHES
For most cases use fully defined sketches
Generally it is good practice to use fully defined
sketches and to keep your sketches simple.

Keep sketches simple due to the fact that complex
sketches are more difficult to understand or modify.

Use construction geometry to get the desired
dimensioning scheme. Sometimes it will be
necessary to create centerlines or construction
geometry to get the dimensions that can be
„Marked for Drawing‟.

Be sure to understand sketch relationships
To ensure stability and predictability it is very
important for you to understand the graphical
feedback and the relationships you are creating in
sketches. It is useful to rotate the part to be sure
you are selecting the correct entities; also you can
sketch without automatically inferring references
by pressing down the Ctrl key.

CAREFULLY CHOOSE REFERENCES

Choose references that allow the
geometry to move with intent as
changes are made

Create only enough references that
allow the model to follow design
intent

Select references that won‟t
disappear by relating to sketches
rather than edges

As often as possible reference
default datum planes

DON‟T ADD FEATURES WHEN YOU
CAN EDIT
Rollback and insert features – or edit
existing features. Especially important
on parts with complex geometry or a
large feature count.

Insert features close to the parent
geometry.

This practice keeps features in a
logical sequence and reduce rebuild
time while working.

One of the advantages of a feature
based CAD system is that you can
return to any point in the history of the
geometry creation and make edits.

It is important to get comfortable rolling
back your model.

SURFACES AS CONSTRUCTION
GEOMETRY

CAD users tend to think surfacing makes
models more complicated when in fact,
the opposite can be true. This technique
of mixing surfaces with solid features is
known as hybrid modeling.

USER INTERFACE: TIME SAVERS
Command Manager Context
sensitive -
RMB

“S” Key

Mouse
Gestures

Search
User Interface > Commands, Menus, Toolbars > Managing Menus Commands
User Interface > Commands, Menus, Toolbars > Mouse Gestures
User Interface > Commands, Menus, Toolbars > Managing Menus > Keyboard Shortcuts

PRINCIPLES OF PARAMETRIC
MODELING
• When confronted with a design problem, engineers are faced with a methodological choice:
analytical study or CAD and simulation
• The power and speed of designing in SolidWorks® has led many to invest their time (sometimes
exclusively) in CAD and simulation
• Skipping the analytical methods can result in a loss of fundamental design insight and suboptimal
parameterization
• The intent of parametric modeling theory is to integrate analytical methods directly into the CAD
and simulation environment and thereby give the designer maximal insight, efficiency, and power
• An integrated approach to parametric design that combines analytical engineering sciences
directly into CAD and further uses simulation for design optimization
• Advantages
 The resulting integrated parametric designs are elegant, efficient, economical, optimized, and
easily adapt to change
• Key concept
 A parametric model is the solution to a design problem

ESSENTIAL COMPONENTS OF
PARAMETRIC MODELING THEORY
• Understand problem at hand
 List design constraints and assign nomenclature
 Draw freehand sketches as needed to describe the problem
 List relevant physics (e.g.
geometry, materials, statics, dynamics, thermal)
• Specify design intent
 Determine design problem
 Determine key parameters that will drive design
 Determine which parameters will be computed or optimized
• Build parametric model with analytical methods
• Confirm and adjust model with simulation

Solidworks Features

Creating SolidWorks Parts

STANDARD FEATURES TO BE USED
Revolves add or remove material by revolving one or more profiles around a centerline. You can create revolved
boss/bases, revolved cuts, or revolved surfaces. The revolve feature can be a solid, a thin feature, or a surface.

To create a revolve feature, use the following guidelines:

1. Create a sketch that contains one or more profiles and a centerline, line, or edge to use as the axis around
which the feature revolves (As shown below).

2. Click one of the following Revolve Tools:

3. In the Property Manager set the options.

4. Click

Extrude- Adds or removes material by
Extruding one or more profiles through your
Part. You can create Extrude boss/bases, or
Extrude cuts. The Extrude feature can be a
solid, or a thin feature.

To create a Extrude feature, use the following
guidelines

1
2

3

1. Create the sketch
 Select the Right Plane (or the Plane that runs through Centerline of Part)
 While the Right Plane is selected click on the Sketch Tab then the Sketch Icon
 Sketch the profile using Sketch Lines and Construction Lines as required (shown above)


1 2

2. Create the Extrude
 Once Sketch is complete Click the Featured tab and select Extrude Cut ( while still in Sketch)
 On the Left the Extrude Properties Manager pops up (shown next slide)
 Continued next slide……


4
1

2

3

3. Create the Extrude Continued………
 In the Extrude Properties Manager in the Direction 1 section select the scroll down and select Mid Plane (as shown)
 Also in Direction 1 section set the depth/width of the Extrude Cut Feature
 In the Configurations section select This Configuration (This Feature should be in the Turning Configuration)
 Then click the

1 3

2

4

5

1. Create a Wrap Feature
 The use of this Feature allows you to create a specific Helix Angle
 With SolidWorks you only need to input two dimension values when the sketch is set up as shown above
 Either input in Length of Cut & Helix Angle
 Or input Lead and Helix Angle
 Select the top plane. With Top Plane selected click Sketch tab and start New Sketch
 Sketch a Construction Line through the Center of Part
 Then select the Line tool and Sketch the Triangle as shown above
 When Sketch is complete select Features Tab and select Wrap
 Continued on next slide…….

1

3

2
2. Create a Wrap Feature continued…….
 With Feature Selected click on Deboss
 Then click the Face to apply the Feature
 You will also need to set a depth to create the feature
 After everything is set click

1 3

2

5

3. Create a 3D Sketch Path –
• This shows the Wrap Feature we just set up that will
be used to create the 3D Sketch
• Select the curve edge that is on the top surface as
shown
• Once the curve is selected click on the Sketch Tab,
Then click the scroll down next to Sketch Icon and
click 3D Sketch
• Now in the 3D Sketch and the Curve edge is still
4 selected, in the Sketch Tab click on Convert Entities
this will create a 3D spline of the selected edge
• That 3D Spline will be used as the path for the Helix


Swept Cut -

1. Create the Profile Sketch 1
 Select the Face you want to start the
Sketch on
 While the Face is selected click on 3
the Sketch Tab then the Sketch Icon
 For this Profile we will use existing
Geometry. Click on the edges you
want to use; Then select Convert
Entities (shown Right and Below)
 Still in the Sketch now select the Line
tool and sketch lines to close the
profile as shown (in blue Right)
 When Sketch is finished click

2


Create a special Reference Plane
 The ability to add additional Reference Plans gives you control over your Features
 You can set Planes where you need them and in the orientation you want them
 This adds leverage and control in your design


>
2 1

1. Create a special Reference Plane
 Select a Point/Line/Face on the the current geometry
 Then click on Insert > Reference Geometry > Plane
 This will now open the Plane Property Manager
 Continued………


1 1

3
2

2

2. Create a special Reference Plane Continued…….
 Once the Plane Property Manager opens the Point/Vertex you selected is already set as First Reference
 You need to set the Second Reference which will be the edge of the existing curve (shown purple above)
 Once those two References are set you will see the Blue Transparent Plane (as shown above)
 Click the
 Continued next slide……


2 1

3

3

3. Create a special Reference Plane Continued………
 Now that the base plane is in place we can now set up the Reference Planes needed to create the Plane required
for the Profile Path Sketch
 With the first plane selected follow the same direction we used to Insert the previous Plane
Insert > Reference Geometry > Plane
 You will need a Vertical line (as shown above) to be used as the Second Reference
 Once these References are set you can click


1

2

1

4. Create a special Reference Plane Continued………
 Just as with the last Plane; with previous Plane selected go to Insert > Reference Geometry > Plane
 This will again open the Plane Property Manager
 The selected Plane will already be set as First Reference. We will be setting this new Plane at a distance so select
that icon and set a distance that makes the Plane as near Tangent to the existing curve as possible (as shown above)
 Once this is set click the


2

1

5. Create the Path Sketch
 Select the last new Reference Plane created and with it selected open a new Sketch
 Add a Radius that sweeps from just in front of the Profile Sketch Plane/Face to beyond the OD of the Part
so that when the Swept-Cut is applied it comes off the Part.
 Once Sketch is complete click
 Continued next slide……..

2

3
3

1

6. Create the Swept-Cut
2
 First Select Features Tab and select Swept Cut; This will open the Cut Sweep Property Manager
 Next you will want to be sure the Profile box is highlighted then select the Profile Sketch
 Then select the Path box to highlight it then select the Path Sketch
 Next Go To Options section and click the Orientation scroll Menu and select Follow Path; Leave boxes
checked by default then click the


2
1

Create a Circular Pattern –
3 • This shows the Swept Cut we just set up as
the Feature to Pattern
• Then click on the Features Tab, select the
scroll down on Linear Pattern to select
3 •
Circular Pattern.
Once the Circular Pattern Property Manager
is open click on View > Temporary Axis
select the Axis that is in the Center of the
Part and set it for the Rotation Parameter
4 •
•
Set the angle for your circular pattern
Set the number of Instances of the Feature to
Pattern
• Be sure that the selected Cut Sweep is in the
5 •
Features to Pattern box
Once everything is set the way you need it
6 click the


Create the Lofted-Cut
 This Feature allows you to make controlled cut Features that otherwise would be difficult if not impossible
to complete
 There are a few additional References that need to be set up in order to use this Feature properly


2

5 4
2. Create Second additional Reference Plane
 Select the First Plane created
3 1  Then click on Insert > Reference Geometry > Plane
 This Plane will be set at a Distance (Just beyond the
1. Create First additional Reference Plane OD of the part)
 Select the Top or Right Plane  Once Parameters are set click
 For the first Reference Plane you will need to set it at an
Angle (360/6 (number of Circular Pattern Instances))
 For the Second Reference you will need to click on
View > Temporary Axis and select the Axis in the Center
of the Part
 Once Parameters are set click


7

3. Create Third additional Reference Plane
6
 Select the First Plane created
 This Plane well be set at a Distance (Just beyond the
CL of the part)
 Once Parameters are set click


4. Create the First Lofted-Cut Profile
 First Select the Second Reference Plane and while Plane is selected open a New Sketch
 Now select the Line Icon and sketch Profile as shown above
 Once Sketch is complete and fully defined click
 Continue to the next step…….


5. Create the Second Lofted-Cut Profile
 First Select the Third Reference Plane and while Plane is selected open a New Sketch
 Now select the Line Icon and sketch Profile as shown above
 Once Sketch is complete and fully defined click
 Continue to the next step…….


5 2

3

6. Create the Lofted-Cut Path
1
 First Select the Edge of the existing Geometry as shown
 Once Edge is selected click on Sketch Tab, then click scroll down next to the Sketch Icon and click 3D
sketch
 Now in the 3D Sketch with the edge still selected click on Convert Entities 4
 Select the new Converted Entity and in the Sketch Properties Manager on the Left check the box that
says „For Construction‟
 Still in the 3D Sketch click the Line Icon and Sketch a new 3D line. You want to be sure this new line
extends beyond the Second and Third Reference Planes
 Once the line is complete select the Line and Control + click the Construction Line
 The Relations Property Manager opens. Here you want to make the lines Collinear
 Once this is set click

1
3
5
4

1
2
5. Create the Lofted-Cut
 Select the First Profile Sketch and Control + Select the Second Profile Sketch
 With these two Sketches selected click the Features Tab and click Lofted Cut Icon
 This will open the Lofted Cut Property Manager (shown above Left)
 The two Selected Sketches are in the Profiles box
 Now highlight the Guide Curves box (may have to hit the scroll down on the right to expand window) and
select the 3D sketch for the Path/Guide Curve
 Once everything is selected click


Create the Helix
 This Feature allows you to create a controlled Helix Feature
 There are a few pieces of additional References that need to be set up in order to use this Feature
properly


Select Face then open New Sketch
Then click Covert Entities

Select the Sketch you just created
Then click Insert > Curves > Helix/Spiral
Set the Properties Manager
Once set click


Sketch Profile for Helix
Diameter must be larger Sketch Horizontal line to be
Then OD of body used as the Path for the Swept
Surface

Sketch Vertical line to be
used as the Profile for the
Swept Surface

Create the Helix
Select the First sketch (circle)
Click Insert > Curves > Helix/Spiral
Set parameters in Property Manager
When set click the


1

2

3
Create Swept Surface –
• Once Sketches are complete you can select the Surfaces
Tab and then the Swept Surface Icon
• The Property Manager will open. In the Profile and Path
section highlight the Profile box and select the Second
sketch line; highlight the Path box and select the Third
sketch line; In the Guide Curves section select the Helix
• When everything is set select the

With „Mark for Drawings‟
You can specify that dimensions
marked for drawings be inserted
automatically into new drawing
views. Go to Tools > Options and
in the Document Properties tab,
click Detailing. Select Dimensions
marked for drawing under Auto
insert on view creation.

Dimensions marked for drawing to
add dimensions to models, without
duplicates in multiple views
The dimensions are indicated in the
part sketches as Mark for drawing. This should have already been set
when the template was created. If it
is not just click the check box.

Even though it may be set it is always
good practice to get familiar with the
various locations for settings.

Open/Edit Sketch and select Dimensions
You want to be marked

1

When over a Dimension Right
2 Mouse Button Click to open the
Pop-up window shown
Then select „Mark for Drawing‟

3

When Dimensions are „Marked for Drawing‟
they change to black to signify that they have
been marked


3
1

4

2

Solidworks Standards

Working with SolidWorks Drawings

TOPICS FOR THIS SECTION

• Using Predefined Drawing Templates
• Create Linked Notes both in Drawing and in the Sheet Format
• Title Block Wizard
• Annotations

DRAWING TEMPLATE
1

15 27
17 28
2
10 5
14 6 3 19 18
25 29 4 20 21 1
30 31 24 23 22

DRAWING TEMPLATE
1

26
16 2

32 26 3 19 18
4 20 21 1
24 23 22

DRAWING TEMPLATE

Linking Metadata to the drawing:

$PRPSHEET:”Property Name”
$PRPSHEET:”Description”
Metadata from the Model (Part or Assembly on the drawing)

Properties of Top level SW Part or Assembly

DRAWING TEMPLATE
• There are two levels to a SolidWorks Drawing

• Edit sheet format – You are here only to set up, you
should not be in this on every drawing.

• Edit sheet – This is where all of you work is to be done…
Note you can not select the items on the Sheet format
like “Description”

CREATE LINKED NOTES
• You can link note text in the Drawing Sheet or Drawing Sheet Format to
Document Properties.
 Link note to a Drawing View
− Double click the view to lock the View Focus. This will insure that the note follows the
view if the view is moved.

 Link note to a Document Property.
− Set up a Custom Property at the part file
− Choose the option “Model in view specified in sheet properties”

DRAWING TEMPLATE

• Metadata coming from the Part Custom Properties to the
drawing and feeding the Linked Notes.

DRAWING TEMPLATE

• Metadata coming from the Part to the drawing and feeding
the TEXT.
• $PRPSHEET:"Description“
• $PRPSHEET:”Property Name”
• Metadata from the Model (Part or Assembly on the drawing)
Driven by the custom properties of the Part

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