Solidworks advanced assembly modeling

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SolidWorks  2005

Advanced Assembly Modeling

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Concord, Massachusetts 01742 USA

U.S Patents 5,815,154; 6,219,049; 6,219,055;

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Table of Contents

Introduction

About This Course 3

Prerequisites 3

Course Design Philosophy 3

Using this Book 3

About the CD 4

Windows® XP and Windows® 2000 4

Conventions Used in this Book 4

Lesson 1: Top-Down Assembly Modeling Top-Down Assembly Modeling 9

Stages in the Process 9

In-context Features 10

Edit Part 11

Appearance of Components While Editing 12

How Transparency Affects Selecting Geometry 13

Propagating Changes 17

A Note of Caution 18

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Fasteners List 33

Changes to Smart Fasteners 33

Fastener Selection 34

Fastener Changes 34

Out of Context 37

Putting a Part Back Into Context 37

Breaking External References 38

Breaking and Locking External References 39

External Reference Report 40

Removing External References 43

Editing the Features 44

Exercise 1: Top-Down Assembly Modeling 49

Exercise 2: In-context Features 50

Exercise 3: Level Assembly 51

Exercise 4: 3D Sketches in a Top-Down Assembly 53

Exercise 5: The Hole Wizard and Smart Fasteners 57

Lesson 2: Working with Assemblies Working with Assemblies 63

Key Topics 63

Mating Shortcuts 64

SmartMates 64

Mate References 64

SmartMates 64

From an Open Document 64

SmartMates from Within the Assembly 66

Adding Mate References 69

Primary, Secondary, and Tertiary References 69

Special Case of Mate Reference 69

Design Library Parts 70

Capture Mate References 73

Limitations of SmartMates 74

Advanced Mate Types 75

Summary: Inserting and Mating Components 79

Inserting the First Component 79

Inserting Additional Components 80

Inserting and Mating Simultaneously 81

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Specifying Components 92

Controlling Part Components 92

Controlling Assembly Features and Mates 93

Comments and Other Headers 93

Creating and Inserting Design Tables 94

Building the New Design Table 95

Component Headers 96

Mate Headers 97

Extra Columns 97

Editing the Design Table 98

Configuration Properties 100

Changing Component Mates 100

Completed Configurations 102

Component Sub-assemblies in an Assembly 103

Adding Sub-assembly Configurations 104

Other Ways of Creating Configurations 106

Assembly Patterning 107

Exercise 6: Mating and Assembly Motion 111

Exercise 7: Using Smart Mates 118

Exercise 8: Gear Mates 121

Exercise 9: Configurations of an Assembly 122

Exercise 10: Assembly Design Tables 125

Exercise 11: Component Patterning 127

Lesson 3: Assembly Editing Assembly Editing 133

Key Topics 133

Editing Activities 133

Finding and Repairing Problems 133

Information from an Assembly 134

Design Changes 134

Converting Parts and Assemblies 135

Parts into Assemblies 135

Assemblies into Parts 135

Parts into Parts 135

Replacing Parts with Assemblies 135

Replacing and Modifying Components 139

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Mate Diagnostics 151

Replacing Components Using Save As 152

Time-Dependent Features 154

Parent/Child Relationships 154

Reorder and Rollback 154

Controlling Dimensions in an Assembly 154

Link Values 155

Assembly Equations 155

Dimension Names in an Assembly 155

Adding Equations 155

Mirroring Components 159

Mirroring or Copying 161

Exercise 12: Assembly Errors 167

Exercise 13: Assembly Features 169

Exercise 14: Assembly Equations 170

Exercise 15: Mirror Component 172

Lesson 4: Large Assemblies Large Assemblies 177

Key Topics 177

Efficient Assemblies 178

Errors When Opening an Assembly 180

Designing with Sub-assemblies 181

Modifying the Structure of an Assembly 182

Dissolving a Sub-assembly 182

Promoting and Demoting Components 183

Creating a New Sub-assembly with Components 184

Opening a Sub-assembly 188

Information from an Assembly 189

Large Assembly Mode 190

Lightweight Components 190

Creating Lightweight Components 191

After the Assembly is Open 191

Best Practice 192

Comparison of Component States 192

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Editing a Sub-assembly 203

Advanced Selection Techniques 204

Advanced Show/Hide 204

Advanced Selection 204

Use with Configurations 205

Property Options 205

Custom Properties 205

Saving the Criteria 206

Envelopes 206

Using Envelopes 206

Layout Sketches in the Assembly 209

Sketch Appearance 210

SolidWorks Explorer 211

Window Layout 212

Operations 213

File Management Options 214

Using SolidWorks Explorer 214

Renaming Components 215

Where Used 217

Exercise 16: Using SolidWorks Explorer 219

Exercise 17: Flexible Sub-assemblies 223

Exercise 18: Working with Sub-assemblies 226

Exercise 19: Simplified Configurations 229

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Q Top-Down or in-context assembly modeling.

Q Create component patterns in assemblies

Q Create configuration of assemblies

Q Use design tables in assemblies

Q Manage assemblies using SolidWorks Explorer

Q Find and fix errors in assemblies

Q Query assemblies and obtain information about them

Q Create features that represent post-assembly machining processes

Q Create a core and cavity mold

The tools for working with assemblies in SolidWorks 2005 are quite robust and feature rich During this course, we will cover many of the commands and options in great detail However, it is impractical to cover every minute detail and still have the course be a reasonable length Therefore, the focus of this course is on the skills, tools, and concepts central to successfully working with assemblies You should view the training course manual as a supplement to, not a replacement for, the system documentation and on-line help Once you have developed a good foundation in the skills covered in this course, you can refer to the on-line help for information on less frequently used command options

Prerequisites Students attending this course are expected to have the following:

Q Mechanical design experience

Q Completed the course SolidWorks Essentials: Parts and Assemblies.

Q Experience with the Windows™ operating system

Course Design

Philosophy

This course is designed around a process- or task-based approach to training Rather than focus on individual features and functions, a process-based training course emphasizes the processes and procedures you follow to complete a particular task By utilizing case studies to illustrate these processes, you learn the necessary commands, options and menus in the context of completing a design task

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A Note About

Dimensions

The drawings and dimensions given in the lab exercises are not intended

to reflect any particular drafting standard In fact, sometimes dimensions are given in a fashion that would never be considered acceptable in industry The reason for this is the labs are designed to encourage you to apply the information covered in class and to employ and reinforce certain techniques As a result, the drawings and dimensions in the exercises are done in a way that compliments this objective

About the CD Bound inside the rear cover is a CD containing copies of the various files

that are used throughout this course They are organized by lesson number The Case Study folder within each lesson contains the files your instructor uses while presenting the lessons The Exercises folder contains any files that are required for doing the laboratory exercises

Windows ® XP and

Windows ® 2000

Many of the screen shots in this manual were made using SolidWorks

2005 running on Windows® 2000 If you are running on a different version of Windows, you may notice subtle differences in the appearance of the menus and windows In particular, the default appearance of dialogs in Windows XP has changed substantially These differences do not affect the performance of the software

Conventions Used

in this Book This manual uses the following typographic conventions:

Bold Sans Serif SolidWorks commands and options appear in

this style For example, Insert, Boss means choose the Boss option from the Insert menu.Typewriter Feature names and file names appear in this

style For example, Sketch1

17 Do this step

Double lines precede and follow sections of the procedures This provides separation between the steps of the procedure and large

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Use of Color The SolidWorks 2005 user interface makes

extensive use of color to highlight selected geometry and to provide you with visual feedback This greatly increases the intuitiveness and ease of use of SolidWorks 2005 To take maximum advantage of this, the training manuals are printed in full color

Also, in many cases, we have used additional color in the illustrations

to communicate concepts, identify features, and otherwise convey important information For example, we might show the result of an operation in a different color, even though by default, the SolidWorks software would not display the results in that way

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Upon successful completion of this lesson, you will be able to:

Q Build a new part in the context of an assembly by employing Down assembly modeling techniques

Top-Q Create features in the assembly context by referencing geometry in mating parts

Q Reference assembly parts

Q Use the Hole Wizard and Smart Fasteners

Q Remove external references from a copied part

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established between the parts when the new features are created

Stages in the

Process

The major stages in the process are listed below:

Q Adding new parts into an assembly

When you add a new component part to an assembly, you have to give

it a name and select a plane (or planar face) The name is used as the part name while the plane orients the Front reference plane of the new part

Q Building parts in an assembly

As the new part is created, the selected plane/face becomes the active sketch and the part is in Edit Part mode The part is created using standard methods and references to other geometry in the assembly

Q Creating in-context features

When you reference geometry in other parts while creating a feature, you are creating what is called an in-context feature For example, referencing the edge of a shaft when making its mating hole in another part creates a relationship between the shaft and the hole A change to the diameter of the shaft would cause a corresponding change to the diameter of the hole

Alternatively, you can change the setting Do not create references external to the model in Tools, Options, External References, and the new feature or part will not be created with any external references Converted geometry is simply duplicated in this case, with no

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Q Breaking external references

In-context parts and features create many external references To break these references and keep the part intact, several techniques are used

In-context

Features

In-context Features are used to create geometry in the active part by sketching on, converting, offsetting or dimensioning to, geometry in other component parts The feature that is created is called an In- context Feature, a feature with external references In this example, the overender shaft will be redesigned to fit the requirements of the assembly

Q The new feature must be coradial with the coupling part with a mating

“D” keyway

Q The shaft must have at least 0.625 inches of engagement depth in the coupling

1 Open the existing assembly slide_plate .

It contains several components of a rotational shaft assembly

2 Section View.

Use the Section View tool with the Right plane to section the assembly The plane can be moved, but its default location cuts the model

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of 2 planes.

Edit Part While you are in an assembly, you can switch between editing the

assembly — adding mate relations, inserting components, etc — and editing a specific part Editing a part while in the context of an assembly allows you to take advantage of geometry and dimensions of other components while creating matching or related features Using geometry outside the part creates External References and In-context Features

Two commands, Edit Part and Edit Assembly, are used to switch back and forth between editing one component in an assembly and editing the assembly itself When you are in edit part mode, you have access to all the commands and functionality the part modeling portion of SolidWorks Plus, you have access to other geometry in the assembly

In this example, we will use Edit Part to make changes to the overender shaft part while in the context of an assembly

Introducing:

Edit Part and

Edit Assembly

Edit Part/Edit Assembly is used to switch between editing a part, and

editing the assembly itself The right-mouse menu will display the proper command

Where to Find It Select the part you wish to edit Then:

Click Edit, Part

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Select the component overender shaft and click the Edit Part

tool The component and its representation in the FeatureManager change color The color used is the current Edit Part in Assembly

color, which by default is royal blue, but for these examples has been set to pink in Options, System Options, Colors, System colors Note also that Use specified colors when editing parts in assembly

should also be checked

Edit Assembly mode It also acts as a visual indicator of which mode you are in It is depressed when you are in Edit Part mode

both parts and sub-assemblies are considered components To see the edit part color click Use specified colors when editing parts in assemblies found under Tools, Options, System Options, Colors.Other indicators that you are in Edit Part mode are the status bar which reads Editing Part, and the window banner which looks like this:

customized in the System colors area on the same tab The appearance

of the other components depends on the assembly transparency settings you choose

Introducing

Change Assembly

Transparency

The transparency of components that are not being edited can be set to

one of three conditions:

Q Opaque assembly All components become opaque gray, except for the component you are editing, which becomes opaque pink

Q Maintain assembly transparency All components maintain whatever their current transparency is, except for the one you are

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transparency When you move the slider to the right, the components become more transparent.

Usually the cursor selects whichever geometry is in front However, in

an assembly with transparent components, the cursor selects geometry

on the opaque components first, even if transparent components are in

front

transparent Components with less than 10 percent transparency are considered opaque

There are some techniques you can use to control how you select geometry:

Q Click Change Assembly Transparency, and select Opaque Now all geometry is treated the same and the cursor selects whichever face is in front

Q Press Shift to select geometry on a transparent component when there is an opaque component behind it

Q Press Tab to select the part you are editing through an opaque component

Q Use Select Other to select faces that are obscured by other faces

The Force assembly transparency option will be used in this example

5 Sketch plane.

The sketch plane used for the mating shaft extension is the existing end face of the overender shaft Select it and click Insert Sketch

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be passed on to this new sketch.

Note The arc is black (fully defined) As indicated earlier, if Do not create

references external to the model is selected in options, there will be

no relationship established between the existing geometry of the

coupling and the new entity The arc in this case would be blue

(under defined)

7 Reorient.

Change the display to be Normal To the sketch plane This will make it easier to construct the remainder of the profile

Note The Section View command can now be turned off

8 Complete sketch.

Sketch a vertical line between the two endpoints of the arc

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without using selection filters.

9 Extrude offset from surface.

Select the Extrude tool, and set the end

condition to Offset From Surface Use

Select Other to select the end face of the coupling Set the offset distance to 0.75”

Be sure Merge result is checked so that one body is created Also add 1o of Draft.Click OK

different configurations This could be used to create in-context and stand-alone versions of the same feature Refer to Lesson 10:

Configurations of Parts in the SolidWorks Essentials: Parts and Assemblies manual for more information.

10 Hide component.

Return to Edit Assembly mode

by clicking the Edit Component tool

Select the coupling part and click the Hide Component

tool, or right-click the component and choose Hide.The FeatureManager design tree lists the new feature as Extrude1 -> The arrow symbol, ->, indicates one or

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Edit Assembly mode, right-click the top-level assembly icon , and select Hide Update Holders from the shortcut menu.

13 Fillet.

Add a Face fillet, using the barrel of the new boss and the original end face as shown Use the edge as a hold line

14 Return to the assembly.

Press Ctrl+Tab to switch from the part document back to the assembly document

15 Update.

When the assembly window becomes active, the changes to the ender shaft are detected and SolidWorks asks: “Models contained within the assembly have changed Would you like to rebuild the assembly now?” Click Yes

Yes If there are numerous changes to be made, and if the assembly is very large, you should click No and defer rebuilding until all the

Hold line

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16 Show the coupling .

Use Show Component to see the coupling and motor

shaft.We will also look at those conditions when a change might not propagate and what to do about it

17 Open motor .

Right-click on the motor and select Open Part from the right mouse menu This will open the part document separate from the assembly

18 Edit Sketch1 .

Double-click Sketch1 under the Base-Revolve feature to see its dimensions

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20 Save and close.

Save the changes to the motor and close the file, returning to the assembly, which prompts for update

Select No.Now Rebuild the assembly to see the change take place

21 Result.

Because of the in-context relationships created between components, the bore of the coupling and the diameter of the end of the overender shaft update accordingly

Leave the assembly open, and turn off the section view

A Note of Caution One of the things to consider before deciding to model a part in the

context of an assembly is where that part will be used In-context features and parts are best used for “one-of-a-kind” parts that will only

be used in the assembly where they are modeled Parts that will be used

in more than one assembly should probably not be modeled in context The reason for this is the external references that are created by the in-context features Therefore, the decision to model a part in-context must be given careful consideration

Consider the overender shaft we just modified If it were to be used in another assembly, the size of the mating boss could change unexpectedly If someone were to change the bore of the coupling or the shaft size of the motor, that change would propagate to the overender shaft, regardless of where it was used Therefore, the

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Q The shaft through hole diameter will always have a clearance of 1/8 inch around the shaft.

Q The hole pattern will always match that of the motor mounting flange

Adding a New Part

into an Assembly

New parts can be added to an assembly as needed These new parts can

be created in the context of the assembly, using the geometry and locations of existing parts to build upon They will appear in the FeatureManager design tree as component parts, with a full listing of their features

Introducing:

Insert Component

Insert, Component, New Part creates a new part and component in

the assembly The new part is named and then mated to a plane or planar face of an existing part in the assembly

Where to Find It Q Click New Part on the Assembly toolbar

Q Or, click Insert, Component, New Part

Results of Insert,

Component, New

Part

When a new part is inserted into an assembly, several things happen:

Q The new part is created

Q The new part appears in the FeatureManager as a component of the assembly

Q The Front reference plane of the new part is made coincident with the face or plane that you selected

Q You are switched into edit partmode

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22 Insert a new part.

Click Insert, Component, New Part The Save As dialog box appears Enter the name motor_mount in the File name field You can also create and change directories to put the file in, if required Click Save

23 The face/plane cursor.

A new cursor appears, indicating that a plane or planar face must

be selected In the next step, a planar face will be selected

25 Inserted part.

Since the new part is empty, the only visible evidence of it is the Origin symbol on the selected face

Automatically, you are creating a new sketch

in the new part The sketch plane is the face you selected The color of the part’s

FeatureManager text is changed to indicate that the part is being edited

26 Mate in place.

Parts created in-context, such as this one, automatically receive a single

mate This mate is named Inplace1 and it fully defines the new part

make the selection of needed geometry easier

27 Reorient the sketch Normal to.

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When building parts in context of the assembly, you can take advantage

of other parts that exist You can copy geometry, offset from it, add sketch relations to it, or simply measure to it In this example, the shaft and motor geometry will be used to create the motor_mount

Using Offsets from

Assembly Parts

The base feature of this part will be a mating flange The motor_mount will be created so that it fits, with some clearance, over the shaft and the round boss of the motor Using the existing profile of the shaft, the clearance can be created using

Component tool can be used to toggle Edit Part on and off This will be explained in more detail later in this lesson We will continue editing the motor_mount

28 Offset entities.

Select the face of the motor flange and click the Offset Entities tool This will convert all of the outer edges of the flange to new sketch segments in our sketch Set the offset to 0.5 inch; reverse the direction if necessary to offset outward

29 Modify the sketch.

We don’t need all the converted geometry

Delete the bottom fillet segments, and drag

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Tool Body Region Set the

Thickness to the same as our base-extrude, 0.40 inches Click OK

It will be easiest to see what is needed here if the

motor_mount is opened in its own window

Any changes made here will automatically appear in the assembly

33 Open the motor_mount .

Right-click the motor_mount in the graphics window or in the FeatureManager design tree, and select Open Part from the shortcut menu

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36 Return to the assembly.

Leaving the part file open, switch back to the assembly window; the assembly updates We are still in Edit Part mode

37 Hide coupling .

For improved visibility, Hide the coupling

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complete circle will not significantly affect the result The conversion

of geometry from the motor part is critical in order to maintain the design intent At the root of the motor shaft, selecting the correct circular edge, and not the one that belongs to the hole in the motor_mount, would yield a “cleaner” result, but would be difficult

39 Extrude a cut.

Extrude a cut with end condition Up To Next.This is our clearance cut; the hole will always be

of radius 0.125” larger than the shaft

Return to the part window to add more features

40 Add supports.

Now we need to add some features for the purpose

of attaching the motor_mount to the slide plate and supporting the loads

Start a sketch on the flange face, and convert the

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To complete the support rib, add a 45o

by 1.5” chamfer

43 Mirror.

Lastly, use Mirror around the Right Plane to copy the support rib and chamfer to the other side of the

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If prompted, click Yes to rebuild the assembly.

Exit Edit Part mode by clicking

Assembly

Features

An Assembly Feature is a feature which exists only in the assembly

An assembly cut feature is intended to cut selected components after

they are mated in the assembly Assembly features are often used to represent post-assembly machining operations They can also be used

to create section-type views of an assembly, by cutting away part or all

of selected components You will learn more about assembly features in

Lesson 3, Assembly Editing.

Some specifics about assembly features are:

Q Assembly features exist only at the assembly level They do not propagate down to the part level The exception to this is the Hole Series

Q Visibility of assembly features can be controlled using configurations

Q The sketch used by the assembly feature can be sketched on any plane or face in the assembly

Q The sketches can contain multiple closed profiles

Q An assembly feature pattern can in turn be patterned

Q Assembly features can also be holes created by the Hole Wizard This method is preferred if you are intending to use Smart Fasteners

Introducing:

Assembly Feature

Assembly features exist only in the context of the assembly They can

be Extruded or Revolved cuts, Hole Wizard or Simple holes

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Where to Find It For sketched geometry cuts:

Q Click on the Features toolbar (for extruded cuts)

Q From the menu click Insert, Assembly Feature, Cut (for extruded and revolved cuts)

For Simple Hole and Hole Wizard features:

Q Click Simple Hole on the Features toolbar

Q Click Hole Wizard on the Features toolbar

Q From the menu click Insert, Assembly Feature, Hole (for Simple Hole or Hole Wizard features)

Hole Series The Hole Series is a special case of assembly feature which creates

holes in the components of the assembly A Hole Series extends through each unsuppressed component in the assembly that intersects the axis of the hole (the components do not have to touch) Unlike other assembly features, the holes exist in the individual parts as externally referenced features (in-context) If you edit a Hole Series within the assembly, the individual parts are modified Some specifics about Hole Series holes are:

Q Hole Series holes exist at the assembly level and part level (unlike

other assembly features)

Q The sketch used by the Hole Series can be sketched on any plane

or face in the assembly

Q Hole Series uses a limited set of end conditions: only Through All

and Up To Next

Q Hole Series can only be created using the Hole Wizard Select the

Hole Series tab

Q The resulting hole can be edited using Edit Feature, but only at the assembly level

Q Different hole sizes can be set for the first part, the last part, and all parts that are cut between them A check box makes the settings automatic

First part

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Where to Find It Q Click Hole Wizard on the Features toolbar, or click Insert,

Assembly Feature, Hole, Wizard , and select the Hole Series

tab

45 Select the face.

When using the Hole Wizard, it is preferable to select a target face before selecting the button on the toolbar

46 Open the Hole Wizard.

Click on the Hole Wizard button

on the Features toolbar, or click

Insert, Assembly Feature, Hole, Wizard

Note The Hole Wizard button is located on the Features toolbar, not the

Assembly toolbar

47 Hole Series settings.

Select the Hole Series

tab, and set the parameters of the hole

as follows:

Q Automatically select middle and end hole sizes based on first hole size: On

Q Standard: Ansi Inch

Q Style: C’Bore

Q Screw Type:

Binding Head Screw

Size: 5/16

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Note that Shaded With Edges is turned on to improve visibility.

SolidWorks Toolbox add-in installed and enabled For more

information, see Smart Fasteners on page 31.

49 Two more points.

Add another pair of points in the bottom corners.Use inferencing to add vertical and horizontal alignment between the points

More constraints are needed

relation between this circle and each of the points

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To locate the points relative

to each other, sketch two centerlines between opposite points

Move the mouse over the construction circle to reveal its centerpoint, indicated with a crosshair

Right-click on one of the sketch lines, and select

Select Midpoint Holding the Ctrl key, select the circle centerpoint as well Add a Coincident

relation Repeat for the other centerline

Now set the centerlines to be Perpendicular to each other

Finally, set the top two points to be Horizontally aligned The sketch is now fully defined, and is tied to the size of the indent feature, and ultimately the motor housing Click Finish

52 Resulting Hole Series.

The Hole Series feature creates in-context holes Both the motor_mount and motor now have new external references

53 FeatureManager display.

Within the FeatureManager design tree, some new features have been added

The Update features refer to each time geometry was created based on another component Each external reference has a corresponding Update feature

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54 Hiding update holders.

Right-click the top-level assembly icon , and select Hide Update Holders This will hide all of the update holders in the assembly

To show them again, right-click the top-level assembly icon, and select Show update holders

The motor_mount, overender shaft and coupling also have external references from previous operations

55 Parts.

Open the two parts, the motor and the

motor_mount, affected by the hole series

The features created by this process are listed last in the FeatureManager design tree

Close the parts to return to the assembly

feature creates features at the part level; other assembly features do not

Smart

Fasteners

Smart Fasteners automatically adds fasteners (bolts and screws) to your assembly if there is a hole, hole series, or pattern of holes, that is sized to accept standard hardware It uses the SolidWorks Toolbox library of fasteners, which has a large variety of ANSI Inch, Metric and

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Where to Find It Q From the menu click Insert, Smart Fasteners

Q Or, from the Assembly toolbar, click the tool

Q Click the Add Smart Fastener option on the Hole Placement

dialog when creating a hole series See step 48 on page 29 for an illustration of this option

56 Insert Smart Fasteners.

Select Insert, Smart Fasteners The Smart Fasteners PropertyManager dialog appears Select the Hole Series from the FeatureManager, or one of the Hole Series holes in the graphics area

Smart Fasteners recognizes it as CBORE for5/16 Binding Head Machine Screw

Click Add.Smart Fasteners recognizes the other three holes as being identical, and will populate them as well

The fastener appears in the Fasteners list in the dialog and “previews” of the fasteners appear in the holes

Tiêu đề	SolidWorks Advanced Assembly Modeling
Trường học	SolidWorks Corporation
Chuyên ngành	Mechanical Engineering
Thể loại	technical document
Năm xuất bản	2005
Thành phố	Concord

Định dạng
Số trang	244
Dung lượng	7,89 MB