SOLIDWORKS. SOLIDWORKS Essentials. Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, MA U.S.A.

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1 Essentials Dassault Systèmes SolidWorks Corporation 175 Wyman Street Waltham, MA U.S.A.

2 , Dassault Systemes SolidWorks Corporation, a Dassault Systèmes SE company, 175 Wyman Street, Waltham, Mass USA. All Rights Reserved. The information and the software discussed in this document are subject to change without notice and are not commitments by Dassault Systemes SolidWorks Corporation (DS SolidWorks). No material may be reproduced or transmitted in any form or by any means, electronically or manually, for any purpose without the express written permission of DS SolidWorks. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of the license. All warranties given by DS SolidWorks as to the software and documentation are set forth in the license agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of any terms, including warranties, in the license agreement. Patent Notices 3D mechanical CAD and/or Simulation software is protected by U.S. Patents 6,611,725; 6,844,877; 6,898,560; 6,906,712; 7,079,990; 7,477,262; 7,558,705; 7,571,079; 7,590,497; 7,643,027; 7,672,822; 7,688,318; 7,694,238; 7,853,940; 8,305,376; 8,581,902; 8,817,028; 8,910,078; 9,129,083; 9,153,072; 9,262,863; 9,465,894; 9,646,412; 9,870,436; 10,055,083; 10,073,600 and foreign patents, (e.g., EP 1,116,190 B1 and JP 3,517,643). edrawings software is protected by U.S. Patent 7,184,044; U.S. Patent 7,502,027; and Canadian Patent 2,318,706. U.S. and foreign patents pending. Trademarks and Product Names for Products and Services:, 3D ContentCentral, 3D PartStream.NET, edrawings, and the edrawings logo are registered trademarks and FeatureManager is a jointly owned registered trademark of DS SolidWorks. CircuitWorks, FloXpress, PhotoView 360, and TolAnalyst are trademarks of DS SolidWorks. FeatureWorks is a registered trademark of HCL Technologies Ltd. 2019, Standard, Professional, Premium, PDM Professional, PDM Standard, Simulation Standard, Simulation Professional, Simulation Premium, Flow Simulation, CAM, Manage, edrawings Viewer, edrawings Professional, Sustainability, Plastics, Electrical Schematic Standard, Electrical Schematic Professional, Electrical 3D, Electrical Professional, CircuitWorks, Composer, Inspection, MBD, PCB powered by Altium, PCB Connector powered by Altium, and Visualize are product names of DS SolidWorks. Other brand or product names are trademarks or registered trademarks of their respective holders. COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY The Software is a "commercial item" as that term is defined at 48 C.F.R (OCT 1995), consisting of "commercial computer software" and "commercial software documentation" as such terms are used in 48 C.F.R (SEPT 1995) and is provided to the U.S. Government (a) for acquisition by or on behalf of civilian agencies, consistent with the policy set forth in 48 C.F.R ; or (b) for acquisition by or on behalf of units of the Department of Defense, consistent with the policies set forth in 48 C.F.R (JUN 1995) and (JUN 1995) In the event that you receive a request from any agency of the U.S. Government to provide Software with rights beyond those set forth above, you will notify DS SolidWorks of the scope of the request and DS SolidWorks will have five (5) business days to, in its sole discretion, accept or reject such request. Contractor/ Manufacturer: Dassault Systemes SolidWorks Corporation, 175 Wyman Street, Waltham, Massachusetts USA. Copyright Notices for Standard, Premium, Professional, and Education Products: Portions of this software Siemens Product Lifecycle Management Software Inc. All rights reserved. This work contains the following software owned by Siemens Industry Software Limited: D-Cubed 2D DCM Siemens Industry Software Limited. All Rights Reserved. D-Cubed 3D DCM Siemens Industry Software Limited. All Rights Reserved. D-Cubed PGM Siemens Industry Software Limited. All Rights Reserved. D-Cubed CDM Siemens Industry Software Limited. All Rights Reserved. D-Cubed AEM Siemens Industry Software Limited. All Rights Reserved. Portions of this software HCL Technologies Ltd. Portions of this software incorporate PhysX by NVIDIA Portions of this software Luxology, LLC. All rights reserved, patents pending. Portions of this software DriveWorks Ltd. 2011, Microsoft Corporation. All rights reserved. Includes Adobe PDF Library technology Copyright Adobe Systems Inc. and its licensors. All rights reserved. Protected by U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents Pending. Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, Distiller and Reader are registered trademarks or trademarks of Adobe Systems Inc. in the U.S. and other countries. For more DS SolidWorks copyright information, see Help > About. Copyright Notices for Simulation Products: Portions of this software 2008 Solversoft Corporation. PCGLSS Computational Applications and System Integration, Inc. All rights reserved. Copyright Notices for PDM Professional Product: Outside In Viewer Technology, Oracle 2011, Microsoft Corporation. All rights reserved. Copyright Notices for edrawings Products: Portions of this software Tech Soft 3D. Portions of this software Jean-Loup Gailly and Mark Adler. Portions of this software Dconnexion. Portions of this software Open Design Alliance. All rights reserved. Portions of this software Spatial Corporation. The edrawings for Windows software is based in part on the work of the Independent JPEG Group. Portions of edrawings for ipad copyright Silicon Graphics Systems, Inc. Portions of edrawings for ipad copyright Apple Computer Inc. Copyright Notices for PCB Products: Portions of this software Altium Limited. Copyright Notices for Visualize Products: NVIDIA GameWorks Technology provided under license from NVIDIA Corporation. Copyright NVIDIA Corporation. All rights reserved. Document Number: PMT1900-ENG

3 Introduction About This Course Prerequisites Course Design Philosophy Using this Book About the Training Files Conventions Used in this Book Windows Use of Color Graphics and Graphics Cards Color Schemes More Training Resources Local User Groups Lesson 1: Basics and the User Interface What is the Software? Design Intent Examples of Design Intent How Features Affect Design Intent File References Object Linking and Embedding (OLE) File Reference Example Opening Files Computer Memory The User Interface Welcome Dialog Box Pull-down Menus i

4 Using the Command Manager Adding and Removing CommandManager Tabs FeatureManager Design Tree PropertyManager Full Path Name Selection Breadcrumbs Task Pane Opening Labs with the File Explorer Heads-up View Toolbar Unselectable Icons Mouse Buttons Keyboard Shortcuts Multiple Monitor Displays System Feedback Options Search Lesson 2: Introduction to Sketching 2D Sketching Stages in the Process Saving Files Save Save As Save As Copy to Disk Save As Copy and Open What are We Going to Sketch? Sketching Default Planes Sketch Entities Sketch Geometry Basic Sketching The Mechanics of Sketching Inference Lines (Automatic Relations) Sketch Feedback Status of a Sketch Rules That Govern Sketches Design Intent What Controls Design Intent? Desired Design Intent Sketch Relations Automatic Sketch Relations Added Sketch Relations Examples of Sketch Relations Selecting Multiple Objects ii

5 Lesson 3: Basic Part Modeling Dimensions Dimensioning: Selection and Preview Angular Dimensions Instant 2D Extrude Sketching Guidelines Exercise 1: Sketch and Extrude Exercise 2: Sketch and Extrude Exercise 3: Sketch and Extrude Exercise 4: Sketch and Extrude Exercise 5: Sketch and Extrude Exercise 6: Sketch and Extrude Basic Modeling Stages in the Process Terminology Feature Plane Extrusion Sketch Boss Cut Fillets and Rounds Design Intent Choosing the Best Profile Choosing the Sketch Plane Planes Placement of the Model Details of the Part Standard Views Main Bosses Best Profile Sketch Plane Design Intent Sketching the First Feature Extrude Options Renaming Features Boss Feature Sketching on a Planar Face Sketching Tangent Arc Intent Zones Autotransitioning Between Lines and Arcs iii

6 Lesson 4: Symmetry and Draft Cut Feature View Selector Using the Hole Wizard Creating a Standard Hole Counterbore Hole Filleting Filleting Rules Editing Tools Editing a Sketch Selecting Multiple Objects Editing Features Fillet Propagation Rollback Bar Detailing Basics Settings Used in the Template CommandManager Tabs New Drawing Drawing Views Tangent Edges Moving Views Center Marks Dimensioning Driving Dimensions Driven Dimensions Manipulating Dimensions Associativity Between the Model and the Drawing Changing Parameters Rebuilding the Model Exercise 7: Plate Exercise 8: Cuts Exercise 9: Basic-Changes Exercise 10: Base Bracket Exercise 11: Part Drawings Case Study: Ratchet Stages in the Process Design Intent Boss Feature with Draft Building the Handle Design Intent of the Handle Symmetry in the Sketch Symmetry after Sketching Mid Plane Extrusion iv

7 Lesson 5: Patterning Sketching Inside the Model Design Intent of the Transition Circular Profile Sketching the Circle Changing the Appearance of Dimensions Extruding Up To Next Design Intent of the Head View Options Display Options Modify Options Middle Mouse Button Functions Reference Triad Functions Keyboard Shortcuts Using Model Edges in a Sketch Sketching an Offset Creating Trimmed Sketch Geometry Trim and Extend Modifying Dimensions Measuring Copy and Paste Features Exercise 12: Pulley Exercise 13: Symmetry and Offsets Exercise 14: Ratchet Handle Changes Exercise 15: Symmetry and Offsets Exercise 16: Tool Holder Exercise 17: Idler Arm Exercise 18: Up To Surface Why Use Patterns? Pattern Options Linear Pattern Flyout FeatureManager Design Tree Skipping Instances Geometry Patterns Performance Evaluation Circular Patterns Reference Geometry Axes Planes Mirror Patterns Patterning a Solid Body Using Pattern Seed Only Up To Reference v

8 Lesson 6: Revolved Features Sketch Driven Patterns Points Automatic Dimensioning of Sketches Exercise 19: Linear Patterns Exercise 20: Sketch Driven Patterns Exercise 21: Skipping Instances Exercise 22: Linear and Mirror Patterns Exercise 23: Circular Patterns Exercise 24: Axes and Multiple Patterns Case Study: Handwheel Stages in the Process Design Intent Revolved Features Sketch Geometry of the Revolved Feature Rules Governing Sketches of Revolved Features Special Dimensioning Techniques Diameter Dimensions Creating the Revolved Feature Building the Rim Slots Multibody Solids Building the Spoke Edge Selection Chamfers RealView Graphics Edit Material Mass Properties Mass Properties as Custom Properties File Properties Classes of File Properties Creating File Properties Uses of File Properties SimulationXpress Overview Mesh Using SimulationXpress vi

9 Lesson 7: Shelling and Ribs The SimulationXpress Interface Options Phase 1: Fixtures Phase 2: Loads Phase 3: Material Phase 4: Run Phase 5: Results Phase 6: Optimize Updating the Model Results, Reports and edrawings Exercise 25: Flange Exercise 26: Wheel Exercise 27: Guide Exercise 28: Ellipse Exercise 29: Sweeps Slide Stop Cotter Pin Paper Clip Mitered Sweep Exercise 30: SimulationXpress Shelling and Ribs Stages in the Process Selection Sets Analyzing and Adding Draft Draft Analysis Other Options for Draft Shelling Order of Operations Face Selection Ribs Rib Sketch Section View Converting Edges Full Round Fillets Thin Features Exercise 31: Pump Cover Exercise 32: Tool Post Exercise 33: Compression Plate Exercise 34: Blow Dryer Exercise 35: Angles Exercise 36: Arm Exercise 37: Blade vii

10 Lesson 8: Editing: Repairs Part Editing Stages in the Process Editing Topics Information from a Model Finding and Repairing Problems Settings What s Wrong Dialog Flat Tree View Where to Begin Sketch Issues Box Selection Lasso Selection Check Sketch for Feature Repair Sketch Repairing Sketch Plane Issues FeatureXpert Freezing Features Exercise 38: Errors Exercise 39: Errors Exercise 40: Errors Exercise 41: Adding Draft Lesson 9: Editing: Design Changes Part Editing Stages in the Process Design Changes Required Changes Information From a Model Part Reviewer Dependencies Rebuilding Tools Rollback to Feature Freeze Bar Rebuild Feedback and Interrupt Feature Suppression General Tools Deletions Reorder SketchXpert viii

11 Lesson 10: Configurations Sketch Contours Contours Available Shared Sketches Copying Fillets Replace Sketch Entity Exercise 42: Changes Exercise 43: Editing Exercise 44: SketchXpert Exercise 45: Contour Sketches Configurations Terminology Using Configurations Accessing the ConfigurationManager Adding New Configurations Defining the Configuration Changing Configurations Renaming and Copying Configurations Managing Configuration Data Other Methods to Create Configurations Derived Configurations Modify Configurations Design Tables Other Uses of Configurations Modeling Strategies for Configurations Editing Parts that Have Configurations Design Library Default Settings Multiple References Dropping on Circular Faces In the Advanced Course Exercise 46: Configurations Exercise 47: Configurations Exercise 48: Configurations Lesson 11: Global Variables and Equations Using Global Variables and Equations Renaming Features and Dimensions Dimension Name Format Design Rules Using Global Variables and Equations Wall Thickness Draft Angle Rib thickness Fillets ix

12 Lesson 12: Using Drawings Global Variables Creating Global Variables Equations Creating an Equality Using the Modify Dialog Using Operators and Functions Operators Functions File Properties Measure Equation Solve Order Direct Input of Equations Editing Equations Exercise 49: Using Global Variables and Equations Exercise 50: Creating an Equality Exercise 51: Using Equations More About Making Drawings Stages in the Process Removed Section Automatic Manual View Alignment Detail Views Drawing Sheets and Sheet Formats Adding Drawing Sheets Model Views Section View Annotations Properties in Drawings Notes Copying Views Datum Feature Symbols Surface Finish Symbols Dimension Properties Centerlines Geometric Tolerance Symbols Dimension Text Exercise 52: Details and Sections Exercise 53: Removed Sections Exercise 54: Drawings x

13 Lesson 13: Bottom-Up Assembly Modeling Case Study: Universal Joint Bottom-Up Assembly Stages in the Process The Assembly Creating a New Assembly Position of the First Component FeatureManager Design Tree and Symbols Degrees of Freedom Components Component Name State of the component Adding Components Insert Component Moving and Rotating Components Mating Components Mate Types and Alignment Mating Concentric and Coincident Width Mate Rotating Inserted Components Using the Component Preview Window Parallel Mate Dynamic Assembly Motion Displaying Part Configurations in an Assembly The Pin Using Part Configurations in Assemblies The Second Pin Opening a Component Creating Copies of Instances Component Hiding and Transparency Component Properties Subassemblies Smart Mates Inserting Subassemblies Mating Subassemblies Distance Mates Unit System Pack and Go Exercise 55: Mates Exercise 56: Gripe Grinder Exercise 57: Using Hide and Show Component Exercise 58: Part Configurations in an Assembly Exercise 59: U-Joint Changes xi

14 Lesson 14: Using Assemblies Appendix A: Templates Using Assemblies Stages in the Process Analyzing the Assembly Mass Properties Calculations Checking for Interference Open Part Checking for Clearances Static vs. Dynamic Interference Detection Performance Considerations Changing the Values of Dimensions Exploded Assemblies Setup for the Exploded View Assembly Explode Rollback and Reorder Explode Steps Rollback Reorder Changing the Explode Direction Using Auto-Spacing Explode Line Sketch Smart Explode Line Selections Manual Explode Line Selections Adjusting the Explode Lines Animating Exploded Views Bill of Materials Assembly Drawings Adding Balloons Editing the Exploded View Exercise 60: Using Collision Detection Exercise 61: Finding and Repairing Interferences Exercise 62: Checking for Interferences, Collisions and Clearances Exercise 63: Exploded Views and Assembly Drawings Exercise 64: Exploded Views Options Settings Changing the Default Options Suggested Settings Document Templates How to Create a Part Template Organizing Your Templates Drawing Templates and Sheet Formats Default Templates xii