SolidWorks Essentials Drawings

SolidWorks® 2005 SolidWorks Essentials Drawings SolidWorks Corporation 300 Baker Avenue Concord, Massachusetts 01742 US...

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SolidWorks® 2005 SolidWorks Essentials Drawings

SolidWorks Corporation 300 Baker Avenue Concord, Massachusetts 01742 USA

© 1995-2004, SolidWorks Corporation 300 Baker Avenue Concord, Massachusetts 01742 USA All Rights Reserved U.S. Patents 5,815,154; 6,219,049; 6,219,055; 6,603,486; and 6,611,725; and certain other foreign patents, including EP 1,116,190 and JP 3,517,643. U.S. and foreign patents pending. SolidWorks Corporation is a Dassault Systemes S.A. (Nasdaq:DASTY) company. The information and the software discussed in this document are subject to change without notice and should not be considered commitments by SolidWorks Corporation. No material may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the express written permission of SolidWorks Corporation. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. All warranties given by SolidWorks Corporation as to the software and documentation are set forth in the SolidWorks Corporation License and Subscription Service Agreement, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. SolidWorks, PDMWorks, and 3D PartStream.NET, and the eDrawings logo are registered trademarks of SolidWorks Corporation. SolidWorks 2005 is a product name of SolidWorks Corporation. COSMOSXpress, DWGEditor, eDrawings, Feature Palette, PhotoWorks, and XchangeWorks are trademarks, 3D ContentCentral is a service mark, and FeatureManager is a jointly owned registered trademark of SolidWorks Corporation. COSMOS, COSMOSWorks, COSMOSMotion, and COSMOSFloWorks are trademarks of Structural Research and Analysis Corporation. FeatureWorks is a registered trademark of Geometric Software Solutions Co. Limited. ACIS is a registered trademark of Spatial Corporation. GLOBEtrotter and FLEXlm are registered trademarks of Globetrotter Software, Inc. Other brand or product names are trademarks or registered trademarks of their respective holders.

Document Number: PMT0041-ENG

COMMERCIAL COMPUTER SOFTWARE - PROPRIETARY U.S. Government Restricted Rights. Use, duplication, or disclosure by the government is subject to restrictions as set forth in FAR 52.227-19 (Commercial Computer Software - Restricted Rights), DFARS 227.7202 (Commercial Computer Software and Commercial Computer Software Documentation), and in the license agreement, as applicable. Contractor/Manufacturer: SolidWorks Corporation, 300 Baker Avenue, Concord, Massachusetts 01742 USA Portions of this software are copyrighted by and are the property of Electronic Data Systems Corporation or its subsidiaries Portions of this software © 1988, 2000 Aladdin Enterprises. Portions of this software © 1996, 2001 Artifex Software, Inc. Portions of this software © 2001 artofcode LLC. Portions of this software © 2004 Bluebeam Software, Inc. Portions of this software © 1999, 2002-2004 ComponentOne Portions of this software © 1990-2004 D-Cubed Limited. Portions of this product are distributed under license from DC Micro Development, Copyright © 19942002 DC Micro Development, Inc. All rights reserved Portions © eHelp Corporation. All rights reserved. Portions of this software © 1998-2004 Geometric Software Solutions Co. Limited. Portions of this software © 1986-2004 mental images GmbH & Co. KG Portions of this software © 1996 Microsoft Corporation. All Rights Reserved. Portions of this software © 2004 Priware Limited Portions of this software © 2001, SIMULOG. Portions of this software © 1995-2004 Spatial Corporation. Portions of this software © 2003-2004, Structural Research & Analysis Corp. Portions of this software © 1997-2004 Tech Soft America. Portions of this software © 1999-2004 Viewpoint Corporation. Portions of this software © 1994-2004, Visual Kinematics, Inc. This software is based in part on the work of the Independent JPEG group. All Rights Reserved

SolidWorks 2005 Training Manual

Table of Contents

Introduction About This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Using this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 About the CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Windows® 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Lesson 1: Preparations for Detailing Preparations for Detailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Procedure: Preparing a Part for Detailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Lesson 2: Drawing Sheets and Views Drawing Sheets and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Drawing Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Drawing Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Multiple Drawing Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Procedure: Creating a Drawing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Drawing Sheet Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Drawing Views That Require Sketching . . . . . . . . . . . . . . . . . . . 26 i


Parents of Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Drawing View Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Model Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Standard 3 Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Projected View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Relative to Model View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Auxiliary View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Broken View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Part Cutaway View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Sheet Metal Flattened View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Sketching in Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Making a Drawing View Active . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Flyout FeatureManager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Section View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Aligned Section View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Detail View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Broken-out Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Cropped View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Empty View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Sketching a Rotated Section View . . . . . . . . . . . . . . . . . . . . . . . . 57 Procedure: Adding Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . 58 View Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 View Display Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Tangent Edge Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 View Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Hiding Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Copy View and Move View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 View Alignment and Rotation . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Procedure: View Display Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Exercise 1: Creating Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Exercise 2: Creating Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Exercise 3: Creating Cropped Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Exercise 4: Creating Broken-out Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Exercise 5: Creating Broken Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Lesson 3: Center Marks, Centerlines, and Dimensions Center Marks, Centerlines and Dimensions . . . . . . . . . . . . . . . . . . . . 81 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Center Marks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Centerlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Procedure: Add Center Marks and Centerlines . . . . . . . . . . . . . . . . . 86

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Model Edges in the View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Hide/Show Edges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Show Hidden Edges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Line Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Edge Color, Font, and Thickness . . . . . . . . . . . . . . . . . . . . . . . . . 93 Procedure: Show Hidden Edges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Types of Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Insert Model Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Procedure: Inserting Model Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Manipulating Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Procedure: Moving and Deleting Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Procedure: Adding Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . 107 Dimension Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Procedure: View Clean Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Aligning Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Procedure: Align Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Dimension Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 PropertyManager Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Dimension Property Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Procedure: Changing Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Exercise 6: Views and Driving Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Exercise 7: Views and Centerlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Exercise 8: Views and Hidden Edges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Exercise 9: Views, Dimensions, and Configurations . . . . . . . . . . . . . . . . . . . . . 132 Lesson 4: Adding Annotations Adding Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Annotation Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Common Characteristics of Annotations . . . . . . . . . . . . . . . . . . 137 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Weld Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Weld Bead Caterpillars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Weld End Treatment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Geometric Tolerance Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Surface Finish Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Multi-jog Leaders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

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Hole Callouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168 Datum Feature Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Datum Target Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Dowel Pin Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Area Hatch/Fill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Cosmetic Threads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177 Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 Auto Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Stacked Balloons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Revision Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 Grouping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Layer Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Procedure: Adding Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 Exercise 10: Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Exercise 11: Using a Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Exercise 12: Dimensions and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Exercise 13: Views and Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214 Lesson 5: Drawings Sheets and Templates Templates and Sheet Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221 Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Drawing Templates and Sheet Formats . . . . . . . . . . . . . . . . . . . 222 Levels of Customizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 User Defined Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Custom Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Configuration Specific Properties. . . . . . . . . . . . . . . . . . . . . . . . 223 SolidWorks Special Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 What Makes them Special?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 SolidWorks Special Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 224 Properties in the Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Saving View States in Drawings . . . . . . . . . . . . . . . . . . . . . . . . 225 Customizing a Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Editing the Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Inserting OLE Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 Adding Relations to the Format . . . . . . . . . . . . . . . . . . . . . . . . . 229 Linking Notes to Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Linking to a SW-Special Property . . . . . . . . . . . . . . . . . . . . . . . 231 Inserting Custom Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 BOM Anchor Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

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Predefined Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 Procedure: Templates with Predefined Views . . . . . . . . . . . . . . . . . . . . . . . . . . 236 Saving a Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 Saving a Drawing Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 Using a Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Populating Predefined Views . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Alternative Method for Linking Custom Properties . . . . . . . . . . . . . 239 Updating Sheet Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Importing Legacy Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Importing Legacy Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 The DWGEditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Exercise 14: Adding Properties to a Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . 249 Exercise 15: Using a Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Exercise 16: Adding Properties and Predefined Views . . . . . . . . . . . . . . . . . . . . . 252 Lesson 6: Settings Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258 Default Display Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Area Hatch/Fill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Document Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 Detailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266 Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 Arrows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280 Virtual Sharps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281 Annotations Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282 Annotations Font. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284 View Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287 Grid/Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 Line Font. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 Line Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290 Exercise 17: Document Properties in a Sheet Format . . . . . . . . . . . . . . . . . . . . . . 297 Lesson 7: Assembly Drawing Views Assembly Specific Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301 Assembly Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

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Assembly Broken-out Sections. . . . . . . . . . . . . . . . . . . . . . . . . . 303 Assembly Cutaway Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304 Exploded Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306 Alternate Position Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307 Component Line Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309 Hide Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 Hide Component Behind Plane. . . . . . . . . . . . . . . . . . . . . . . . . . 311 Automatic Hiding on Creation . . . . . . . . . . . . . . . . . . . . . . . . . . 312 Advanced Show/Hide and Advanced Selection . . . . . . . . . . . . . 313 Procedure: Creating Views of Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315 Exercise 18: Assembly and Part Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317 Exercise 19: Assembly Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320 Lesson 8: Bill of Materials and Tables Creating and Managing a Bill of Materials . . . . . . . . . . . . . . . . . . . 325 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 The Bill of Materials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 Table Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338 Adding a BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342 Modifying the BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344 Shift Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344 Add Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344 Table Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345 Splitting a BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346 Creating BOM Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347 Adding Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347 Tabulated Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348 Zero Quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349 BOM Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350 Sort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Design Tables in the Drawing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Editing the Design Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352 Using Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352 Isometric Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355 Hole Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358 Revision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365 Weldment Cut List Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367 Exercise 20: BOM and Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369 Exercise 21: Customizing a BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371 Exercise 22: Hole Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

vi


Exercise 23: Assembly Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374 Exercise 24: Utilizing a Design table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376 Lesson 9: Performance and Display Issues Performance and Display Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Large Assembly Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Lightweight Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Dynamic Highlight Disabled . . . . . . . . . . . . . . . . . . . . . . . . . . . 381 Toggle Large Assembly Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 382 Automatic Hiding of Components . . . . . . . . . . . . . . . . . . . . . . . 382 Detached Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384 Advantages of Detached Drawings. . . . . . . . . . . . . . . . . . . . . . . 384 Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384 File Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384 Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385 Forced Regeneration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385 Making a Backup Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385 Convert to Detached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386 Making Changes to the Referenced Assembly . . . . . . . . . . . . . . 386 Loading the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387 Display Issues in Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . 388 Interference Detection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389 Display Quality Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392 Exercise 25: Detached Drawings – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393 Exercise 26: Detached Drawings – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395 Lesson 10: Drawing References and Comparison Reusing a Drawing File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399 Changing Drawing References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402 Working With Views Containing Configurations . . . . . . . . . . . 404 Using DrawCompare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405 Exercise 27: Changing a Drawing Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407 Lesson 11: eDrawings Using eDrawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Lesson Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Generating eDrawing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412 The eDrawing Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414 View Manipulation Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414 Animations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415 Cross Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416

vii


Measure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418 Drawing-Specific Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420 Hide and Show View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420 Overview Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421 3D Pointer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421 Create Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422 Assembly-Specific Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423 Hide and Show Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . 423 Make Transparent and Make Solid . . . . . . . . . . . . . . . . . . . . . . . 424 Explode/Collapse Toggle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424 Move Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426 Using Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427 Setup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428 Cloud Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428 Text Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429 Sketch Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430 Other File Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431 Using OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433

viii


Introduction

1

Introduction

2



About This Course

Introduction

The goal of this course is to teach you how to create engineering drawings of parts and assemblies using SolidWorks mechanical design automation software. Detailing in SolidWorks 2005 is such a robust and feature rich application that it is impractical to cover every minute detail and aspect of the software and still have the course be a reasonable length. Therefore, the focus of this course is on the fundamental skills and concepts central to successfully making engineering drawings. 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 basic skills, 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: Q Q

Q

Course Design Philosophy

Mechanical design experience. Completed the course SolidWorks Essentials: Parts and Assemblies. Experience with the Windows™ operating system.

This course is designed around a process- or task-based approach to training. 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 task. Supplementing the process-based case studies are sections of reference material. These reference sections contain detailed information in chart form. This information will not be demonstrated by the instructor during class. It is for your reference during and after the course.

About This Course

3

Introduction


Using this Book

This training manual is intended to be used in a classroom environment under the guidance of an experienced SolidWorks instructor. It is not intended to be a self-paced tutorial. The case studies are designed to be demonstrated “live” by the instructor.

Laboratory Exercises

Laboratory exercises give you the opportunity to apply and practice the material covered during the lecture/demonstration portion of the course. They are designed to represent typical detailing situations while being modest enough to be completed during class time. You should note that many students work at different paces. Therefore, we have included more lab exercises than you can reasonably expect to complete during the course. This ensures that even the fastest student will not run out of exercises.

Drafting Standards

SolidWorks software support several internationally accepted drafting standards including ANSI, ISO, DIN, and JIS. The examples, illustrations, and lab exercises in this course were created using the ANSI standard.

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® 2000

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. These differences do not affect the performance of the software.

Conventions Used in this Book

This manual uses the following typographic conventions: Convention Bold Sans Serif

SolidWorks commands and options appear in this style. For example, Insert, Boss means choose the Boss option on the Insert menu.

Typewriter

Feature names, view names, and file names appear in this style. For example, Sketch1 or Isometric.

17 Do this step

4

Meaning

Double lines precede and follow sections of the procedures. This provides separation between the steps of the procedure and large blocks of explanatory text. The steps themselves are numbered in sans serif bold.

About This Course


Use of Color

Introduction

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.

About This Course

5


Lesson 1 Preparations for Detailing

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

Set up part and assembly views for later use in drawings.

Q

Arrange sketch dimensions for the drawing.

Q

Create part and assembly configurations for use in drawing views.

Q

Use properties to add information to the part.

7

Lesson 1

Preparations for Detailing

8





This lesson discusses the preparations that should be made to parts and assemblies before detailing them. Parts should be prepared for detailing by arranging dimensions, creating configurations and adding properties. See the SolidWorks Essentials: Parts and Assemblies training manual for more information.

Three pictorial views are available through the View Orientation dialog: Isometric, Trimetric and Dimetric.

e

Views

Unique view orientations can be created using Rotate View

, View Normal To

and

the arrow keys. These views can be saved in the part using the Named View tool. For more information about views, see the SolidWorks Essentials: Parts and Assemblies training manual.

Click the Perspective View tool to create a perspective from the current view. Save the perspective view as a Named View (see above) in order to use it in a drawing view.

Dimensions Dimensions that will be imported from the model, driven dimensions, should be neatly arranged in the part. This will lead to an easier transfer and less cleanup work in the drawing.


9

Lesson 1



Changes to the appearance of dimensions, such as precision and tolerances, can be done at the part level. These changes will carry over when the dimensions are imported into the drawing.

There are two ways to add dimensions to an isometric view: 1. Add reference dimensions to the part and import them into the drawing view. 2. Use the Dimension tool to dimension directly in the drawing view. It is better to add the dimensions to the part because arcs can be dimensioned as radii or diameters. When you add the dimensions directly to the drawing views (the rightmost illustration), arcs are always dimensioned as radii and you cannot change the dimension to a diameter dimension. Configurations Variations of one part can be represented using configurations and then documented in the drawing views. A part can have different configuration for different purposes. For example, you can create specialized configurations for use in assemblies, and other configurations for use in drawing views.

10




Cosmetic features, for example fillets and rounds, can have a big impact on the complexity of a drawing view. A Default configuration showing all levels of detail is shown.

A Simplified configuration that suppresses the cosmetic fillets results in a less complex drawing view.

Configurations are used in assemblies to control: Q Q

Q

Which components are visible. Which configuration of a component is used. Alternate positions of components.

Proper use of configurations can yield cleaner, more useful drawing views. See the Advanced Assembly Modeling training manual for more information about assembly configurations.


11

Lesson 1



Tangent Edges With Font with Default

and Simplified configurations.

Tangent Edges Removed with Default

and Simplified configurations.

Properties The individual component controls what name is used in the PART NO. column of the bill of materials. This is set on a per configuration basis through the Configuration Properties dialog. Document Name, Configuration Name or a User Specified Name can be used.

For more information, see Lesson 8: Bill of Materials and Tables.

12




Properties can be added to the part and assembly files that are beneficial in the drawing. Properties that are used by the BOM (such as Material) should be resident in the part file as a Custom Property.

For more information about custom properties, see Lesson 5: Drawings Sheets and Templates. Annotations in parts and assemblies Add Annotations to the part or assembly and then import them into the drawing. The Annotation Properties menu is used to control which annotations are visible in the part or assembly.

See Adding Annotations on page 137 for information on creating annotations.


13

Lesson 1



In a drawing the annotations can be added using Insert Model Items (see Insert Model Items on page 95). You can select which types of annotations are imported.

Procedure: Preparing a Part for Detailing

The following part must be prepared for detailing with the addition of specific views and configurations. 1

Open the part.

Open the existing part Spring Clamp. It will be modified and used in subsequent lessons.

2

Perspective view.

Apply perspective to the Isometric view. Create a Named View called Perspective. 3

Turn off perspective.

The next step does not require perspective.

14




4

Reversed. Using the Shift and Arrow

keys, reverse the orientation to show the “reverse” isometric of the model. Create a Named View called Reverse. 5

Configuration.

Create a new configuration named Simplified. In this configuration, suppress the feature Small Edge Rounds.

6


Save and close the part.

15


Lesson 2 Drawing Sheets and Views

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

Create a drawing file and drawing sheet with sheet format.

Q

Add many types of drawing views of parts.

Q

Change the view display mode of a drawing view.

Q

Set the tangent edge display.

Q

Align and rotate drawing views.

17

Lesson 2

Drawing Sheets and Views

18





The SolidWorks drawing file contains one or more drawing sheets which in turn can contain multiple views. In this lesson, a new drawing file, drawing sheet and multiple views will be created.

Note

The information in this lesson applies to views of parts and assemblies. For information regarding specialized views of assemblies, please refer to Lesson 7: Assembly Drawing Views.

Lesson Topics

Each of these topics comprises a section in the lesson. Q

Terminology used in drawings and views

Q

Options available for drawing sheets

Q

Drawing views of parts

Q

Sketching in section lines and detail circles in drawing views

Q

Changing view settings for better visualization

Terminology

Drawings use many terms that are unique. The concepts of drawing Sheets, Sheet Formats and Views are discussed below. Q

Drawing Sheets

The “paper sheets” used to hold the views, dimensions and annotations and create the drawing. Q

Sheet

Sheet Formats

The border, title block and text used to add information to the drawing.

Sheet Format


19

Lesson 2


Drawing Sheets and Views Q

Drawing Views

Views reference a part or assembly. Views are scaled, oriented, and positioned on the drawing sheet. Each view has a single reference but a single sheet can have multiple views each with different references. Drawing File (*.slddrw)

Drawing Views

Drawing Sheets

The drawing references can be changed. See Changing Drawing References on page 402 for more information.

Drawing Sheets

Drawing sheets are the “paper” sheets used to place drawing views, dimensions and annotations.

Drawing Sheet Format

A Drawing Sheet is created with the drawing file to hold sheet formats as well as drawing views, dimensions and annotations. The Model View dialog is automatically started when the drawing opens. It can be cancelled if views are not desired at that time.

Note

The Model Views dialog procedure was used exclusively in the Essentials: Parts and Assemblies manual. This procedure will not use that dialog in order to explain some of the other drawing view options. Model Views are discussed on page 27 of this lesson.

Where to Find It Click File, New.

Tip

Sheet formats can be changed at any time.

Q Q Q

20

Or on the Standard toolbar, click Or type Ctrl+N.

.

For more information on drawing templates and sheet formats, see Customizing a Sheet Format on page 227.

Drawing Sheets



Clear Display sheet format to create a drawing sheet without format.

Note: Normally the drawing border,

shadow, and sheet format display in color. However, for reproduction purposes, they are shown black and white in this book. Check Display sheet format to create a drawing sheet with a sheet format provided by SolidWorks.

The standard sizes include: A, B, C, D, E and metric sizes: A0, A1, A2, A3 and A4. You can create non-standard drawing sheet sizes by selecting Custom sheet size and entering Width and Height values.

Drawing Sheets

21

Lesson 2



Select a user-defined sheet format with the Browse... button.

The Standard formats can be edited and saved as Custom sheet formats. For more information, see the lesson Drawings Sheets and Templates. Note: If you create custom sheet formats, it is not a good idea to overwrite the standard sheet

formats that are included with the software. This is because when you install a SolidWorks service pack, the standard formats are overwritten which means you will lose your customized formats. Instead, you should store your custom sheet formats in a separate directory. Multiple Drawing Sheets

The Drawing can have multiple sheets, if required. To create an additional sheet, use Add Sheet. The size and format of the new sheet is copied from the original but can be edited and changed.

Where to Find It

Q

Default Sheet Order

The drawing sheets are ordered as they are created. The names appear in the FeatureManager and as Excel-style tabs at the bottom of the graphics window. Activate a sheet by right-clicking in the FeatureManager and choosing Activate or clicking a tab.

Reordering Sheets

Sheets can be reordered using the standard drag and drop technique. This method can be used in the FeatureManager and tabs. Multiple sheets can be moved using Ctrl-selection.

22

Right-click on the drawing sheet and select Add Sheet....

Drawing Sheets



Procedure: Creating a Drawing

When you click File, New to create a new drawing file, the first drawing sheet is created at the same time. By default, the Model View dialog appears for creating the first view. In this example, the Model View dialog is cancelled and the drawing Options are set. 1

C-size sheet.

Create a new drawing file with a C-Landscape sheet and matching standard sheet format. Cancel the Model View dialog.

Settings

Set the Options that will be used in this example. For more information on options, see Lesson 6: Settings. 2

Drawings.

Set the following options for all drawings using Tools, Options, System Options, Drawings. Refer to the illustration at the right.

Drawing Sheets

23

Lesson 2



3

View display.

Set the following options for all drawings using Tools, Options, System Options, Drawings, Display Style.

Refer to the illustration at the right.

4

Auto Insert Options.

Set the following options for this drawing using Tools, Options, Document Properties, Detailing.

Refer to the illustration at the right. 5

Dimension font.

Set the following options for this drawing using Tools, Options, Document Properties, Detailing, Annotations Font, Dimensions.

6

Detail and section fonts.

Set the following options for this drawing using Tools, Options, Document Properties, Detailing, Annotations Font, Detail and also Section.

The case study continues on page 26.

24

Drawing Sheets



Drawing Sheet Setup

The Drawing Sheet Setup dialog is used to change the sheet name, scale or projection type of the current drawing sheet.

Where to Find It Click Edit, Properties....

Q Q

Q

Or right-click on the drawing sheet and select Properties.... Or right-click on the sheet name in the FeatureManager design tree and select Properties....

The sheet Name can be changed. The name appears in a tab below the drawing sheet.

Click Type of projection: Third angle for the projection commonly used in the US.

Click Type of projection: First angle for the projection commonly used in Europe.

Drawing Sheets

25

Lesson 2



7

Sheet setup.

Set the default view Scale to 3:2 for all new views added to the sheet. Verify that the Type of projection is set to Third angle and click OK. The case study continues on page 58.

Drawing Views

The following reference section details the drawings views that can be created for SolidWorks parts. They are: Q Q Q Q Q Q Q Q

Drawing Views That Require Sketching

).

Some views require sketching when you create the view. They are: Q Q Q Q Q Q Q

26

Model views ( ). Standard 3 views ( and ). Projected views ( ). Relative views ( ). Auxiliary views ( ). Broken views ( or ). Part cutaway views ( ). Sheet metal (flattened) views ( Section views ( ). Aligned section views ( ). Detail views ( ). Broken-out section views ( ). Cropped views ( ). Empty views ( ). Rotated section views ( ).

Drawing Views



Parents of Drawing Views

Drawing view characteristics can be shared between views. Many views (projected, auxiliary, section, and detail for example) are created from existing views. The existing view becomes the Parent of the new view.

Q

Q

Q

The Display Style of the new view can be set to that of the parent by clicking Use parent style. For more information on styles, see View Display Mode on page 61. Changes to the display style of the parent is propagated to the children. The Scale of the new view can be set to that of the parent by clicking Use parent scale. It can also be set to scale of the sheet or a custom scale. Changes to the scale of the parent are propagated to the children. Clicking the child view highlights the parent view.

Drawing View Names

The default naming of drawing views reflects how the view was created. Model Views get the name Drawing View 1, Detail Views receive Detail View A and so on. Rename drawing views like part features in the FeatureManager.

Model Views

The Model View creates a single view based on a predefined view orientation: Top, Front, Isometric and so on. The command is triggered automatically for new drawings. In that case, the Model View command will switch automatically to the Projected View command after one view is created.

Where to Find It Q Click Make Drawing from Part/ Assembly

. The Model View dialog

appears. Q

Q Q

Click File, New... and create a new drawing. The Model View dialog appears. Click Insert, Drawing View, Model View. On the Drawing toolbar click Model View .

Drawing Views

Note

The view orientations used are based on the orientations in the part or assembly. The Orientation dialog lists all available views. If the File, New... or Make Drawing from Part/Assembly options are used, the Model View is created first. Subsequent dragging creates Projected Views (see page 30).

27

Lesson 2



If the drawing does not exist and part/assembly is open: Part or assembly:

no Pr t c e-R op e y o lea r d se ist rib ut e

Click and create a new drawing. The Model View dialog appears automatically with the current part/assembly selected.

Select an orientation and click to place a Model View of the part or assembly. Move off the view left, right, up or down to create one or more Projected Views.

If the drawing does not exist and part/assembly is not open:

Part or assembly:

Click and create a new drawing. Select the part/ assembly from the Model View browser.

Select an orientation and click to place a Model View of the part or assembly. Move off the view left, right, up or down to create one or more Projected Views.

If the drawing exists and part/assembly is open:

Part or assembly:

Click or the corresponding command on the Insert menu. Assembly only:

Click or the corresponding command on the Insert menu.

Switch to the open document window and click within the graphics area then select from the displayed view list. Switch to the open assembly document, and select a face of a component part within the assembly. This creates a view of only that component.

If the drawing exists and part/assembly is not open:

Do

Part or assembly:

Click or the corresponding command on the Insert menu. Additional view of the same referenced part or assembly:


28

Right-click in the drawing window, and select Drawing Views, Model... and the Browse... button to select the part or assembly. Click the empty area inside the view border. Note: Selecting the face of a component in a view of an assembly will create views of that component only, not the entire assembly.

Drawing Views



Standard 3 Views

The Standard 3 View tool is used to quickly create three views of a part or assembly.

Where to Find It Q Click Insert, Drawing View, Standard 3 Views. Q On the Drawing toolbar click Standard 3

.

The view orientations used are based on the orientations (Front, Right and Top) in the part or assembly. The orientations of the views are set and cannot be changed.


Views

Note

If the drawing exists and part/assembly is open:

Part or assembly:

Click or the corresponding command on the Insert menu. Assembly only:


Tile the drawing and part or assembly windows. Drag the top-level icon of the part or assembly from the FeatureManager design tree and drop it in the graphics area of the drawing.

Switch to the open document window and click within the graphics area.

Switch to the open assembly document, and select a face of a component part within the assembly. This creates views of only that component. Automatically creates three standard views. The view scale is determined by settings in Tools, Options, System Options, Drawings.

If the drawing exists and part/assembly is not open:

Part or assembly:

Click or the corresponding command on the Insert menu. Additional view of the same referenced part or assembly:

Do

Click or the corresponding command on the Insert menu. Drag and drop from Windows Explorer.

Drawing Views

Right-click in the drawing window, and select Drawing Views, Standard 3 View... and the Browse... button to select the part or assembly. Click the empty area inside the view border.

Note: Selecting the face of a component in a view of an assembly will create views of that component only, not the entire assembly.

Drag the file from Windows Explorer and drop onto the drawing. This automatically creates three standard views. The view scale is determined by settings in Tools, Options, System Options, Drawings.

29

Lesson 2



Projected View

Projected Views are created by folding off an existing view in one of

four possible projections.The resulting view orientation is affected by the setting of First angle or Third angle projection as defined in the drawing sheet’s properties. Where to Find It Q Click Insert, Drawing View, Projected. Q

Or on the Drawing toolbar, click

.

Note

Projected views cannot be created from detail views.


Click the Projected View tool and select the parent view. Move the cursor left, right, above or below the parent view to define the orientation. The illustration at the right shows the projected view above the parent view.

Parent View

The projected view is automatically aligned with the parent view. Pressing the Ctrl key as the view is placed breaks the alignment. The illustration at the right shows the projected view to the left of the parent view. The illustration at the right shows the projected view below the parent view.

Do

The illustration at the right shows the projected view to the right of the parent view.

You can make a projected view from a projected view.

30

Drawing Views



Projected views of section views show the entire part.


Parent View

A projected view of a pictorial view generates a new pictorial view. Note: This may be of limited value.

Do

Projected views of assemblies work the same as parts.

Drawing Views

31

Lesson 2



Relative to Model View

A Relative to Model View is an orthographic view defined by two orthogonal faces or planes in the model and the specification of their respective orientations. This view type is also used to set the first orthographic view in a drawing if it is to be something other than a default view.

Where to Find It Q Click Insert, Drawing View, Relative to Model.

Or on the Drawing toolbar, click the

The Relative to Model View is a good way to create the desired front view if the default front view in the model is unacceptable. You can then easily create additional orthographic views using the Projected View command.


Q

Tip

Relative to Model View

tool.

For a standard part or assembly, the entire part or assembly is used. For multi-body parts, (like weldments) the selected body only is used.

Adding a Relative to Model View for a Part or an Assembly

Click the Relative to Model View tool and select a face of the part. Select a First orientation from the drop down list.

Do

Select a Second orientation face and direction. Click OK.

The cursor changes to

32

.

Drawing Views



Return to the drawing and place the view. Relative to Model Views are not aligned to

other views by default, and may be moved freely to any location on the drawing sheet. Adding a Relative to Model Views for a Multi-body Part


Click the Relative to Model View tool and select a face of the body. Select a First orientation from the drop down list.

Select a Second orientation face and direction. Click OK.

The cursor changes to

.

Return to the drawing and place the view of the single solid body.

Relative to Model Views are not aligned to

Do

other views by default, and may be moved freely to any location on the drawing sheet.

Drawing Views

33

Lesson 2



Auxiliary View

An Auxiliary View is similar to a Projected View, but it is unfolded normal to a reference edge in an existing view. The reference edge can be an edge of a part, a silhouette edge, an axis, or a sketched line. If you sketch a line, activate the drawing view first.

Where to Find It Q Click Insert, Drawing View, Auxiliary View. Q

For more information on options with view labels, see see View Labels on page 287.

Or on the Drawing toolbar, click the tool.


Auxiliary View

Select an edge of the model and click Auxiliary View

.

Place the new view on the drawing.

Select Flip Direction in the PropertyManager to reverse the direction of the view. You can also double-click the view arrow.

Do

Drag the center handle on the view arrow to move it. Drag the end handles to resize it.

34

Drawing Views




The view arrow can be turned off and on by clearing or selecting Display View Arrow or by deleting the view arrow.

Changing the Label changes both the view arrow labels and the note.

Do

Sketched lines can be used for folding. In this example, to properly orient the auxiliary view, add a Perpendicular relation between the sketched line and the temporary axis of the hole.

Broken View

Drawing Views

Broken Views, sometimes called interrupted views, make it possible to

display a long part at a larger scale on a smaller size drawing sheet. This is done by creating a gap or break in the view. Reference dimensions and model dimensions associated with the broken area reflect the actual model values.

35

Lesson 2



Where to Find It Q Click Insert, Horizontal Break or Insert, Vertical Break. Q

or Vertical Break

tool. Right-click in a view and select Break View or Un-break View. Right-click on a Break Line and select a Break Style.


Q

System Options, Drawings, Print breaklines in broken view.

Or on the Drawing toolbar, click the Horizontal Break

Q

To print the breaklines, click Tools, Options,

Select the view and click

.

Drag the break lines to position them within the view.

Right-click within the view and select Break View.

Drag the break lines to reposition them on the view. Right-click on the break lines and select a Cut type.

Straight Cut......................... Curve Cut ............................

Zig Zag Cut .........................

Small Zig Zag Cut ................

Do

To remove the break, right-click within the view and select Un-break View.

Multiple breaks can be added to a view. Add all break lines before using Break View.

36

Drawing Views



The Gap and Extension values can be set using Tools, Options, Document Properties, Detailing, Break line. How to Create a Revolved Section

Courtesy of David and Marie Planchard


A Broken View can be combined with one or more Section Views to create a revolved section (also called a rotated section) view.

Broken View

Section View

Do

1. Create the section and align it to the broken view. 2. Hide the view that was used as the source view to cut the section. Or move it off the drawing sheet. For information about Hide View see Hiding Views on page 64. 3. Make the Break Line Gap large enough to accommodate the section view. 4. Drag the section view into the gap so it is superimposed on the broken view.

Drawing Views

37

Lesson 2



Part Cutaway View

The Part Cutaway View is used to create a section in a pictorial view. This is a method that relies on part configurations.

Where to Find It Q Use a Model View (see Model Views on

page 27) in the drawing supported by a configuration in the part.

Note

A similar method can be used with assembly views. See see Assembly Cutaway Views on page 304.


Create a new configurat ion for the cutaway view.

Cut the part as it should appear in the drawing view.

Suppress the cut feature in all other configurations.

Do

Create a Model View of the part using the configuration established for the cutaway.

Select cut faces and add cross hatching using Insert, Annotations, Area Hatch. For more information, see Area Hatch/Fill on page 176.

38

Drawing Views



Sheet Metal Flattened View

Sheet Metal parts can be displayed in Flat Pattern through the Model View tool.

Where to Find It Q Use a Model View (see Model Views on

page 27) in the drawing and reference the Flat pattern view in the sheet metal part.

Note

An alternate method of creating a flat pattern view is to create the flat pattern as a configuration in the part. Use that configuration in a Model View of the part.


Parts that contain the Flat-Pattern1 or Flatten-Bends1 and ProcessBends1 features are sheet metal parts.

Insert a model view of the sheet metal part. In the View Orientation portion of the PropertyManager, select the Flat pattern view orientation. The Flat pattern view orientation is generated automatically for sheet metal parts.

The dialog expands to include the Reference Configuration and Flat Pattern options.

Do

Select the Reference Configuration on which the flat pattern will be based.

Click Flip view to reverse the view.

Drawing Views

39

Lesson 2




Enter a Configuration name for the flat pattern and click Update Name. The configuration is saved as a Derived Configuration listed under the referenced configuration.

Dimension the flat pattern as you would any other view.

Sketching in Drawing Views

Some drawing views require or allow sketching within the view, rather than just over the view. These views, most notably sections and details, require that the view be active before sketching so that the sketch geometry will be associated with the view. The following views require or commonly use sketching and switch on a sketch tool. To facilitate sketching in a view with these tools, the active view is determined as the cursor moves to a view. Views activated this way are marked with a dashed yellow border and solid corners Q Q Q Q

Section views. Aligned section views. Detail views. Broken-out section views.

In other cases, you may wish to activate a view or the sheet manually for the creation of geometry or annotations. Geometry and annotations created in a activated view remain with that view. Q

Do

Q

Making a Drawing View Active

40

Q

Cropped views. Empty views. Rotated section views.

Options to manually activate a view or the sheet are discussed below. A view can be activated with a single click inside the border of the view or by name in the FeatureManager. The active view is indicated by a dashed green border that encloses the view.




Locking View and Sheet Focus

Lock View Focus is used when you need a view to remain active as

you work within it. To make a view active and locked rightclick the view, either in the FeatureManager design tree or the graphics area, and select Lock View Focus or double-click the view. This allows you to add sketch entities to a view, even when the pointer is close to another view. You can be sure that the items you are adding belong to the view you want. The view is marked with a dashed green border and solid corners. To switch back to dynamic view activation, right-click the active view and select Unlock View Focus. Or double-click in whatever view you want to be active. Lock Sheet Focus allows you to add sketch entities to the sheet. Otherwise, the sketch entities belong to the view that is closest to where you begin sketching. No view is activated when the sheet focus is locked on. To unlock, right-click an empty area of the drawing sheet and select Unlock Sheet Focus. Or double-click in whatever view you want to be active.


Q

Q

Q

Q

Lock View Position

Lock View Position is used to prevent a view from being moved by

dragging. Q

Q

Tip

Do

Flyout FeatureManager

Lock a view by right-clicking and choosing Lock View Position. This prevents the view from being moved directly. If the view has a parent that is unlocked, moving the parent will move the child. Unlock a view by right-clicking and choosing Unlock View Position.

Drawing views can be moved by dragging the edge of the view border or selecting the view and pressing the arrow keys.

Drawing sheets, views and related models can be selected from the FeatureManager or from the Flyout FeatureManager. The flyout appears in the upper left of the graphics area when something is selected. It can be expanded, like the standard FeatureManager, or closed with a click on the drawing sheet.


41

Lesson 2



Section View

The Section View is used to create a new drawing view that is defined by cutting an existing view with a section line. The new view is automatically aligned to the parent view.

Where to Find It Q Click Insert, Drawing View, Section.

Or click Section View Drawing toolbar.

on the

The default sketch tool is the Line tool. The section view can be a straight cut section or an offset section defined by a stepped section line.The section line can also include concentric arcs.


Q

Note

For more information on standard options with view labels, see View Labels on page 287.

To move to the parent view from the section view, right-click in the section view and select Jump to parent view.

Section Views Using a Single Line

Sketch a single line though the model and click Section View

.

The orientation of the view flips as you drag the preview across the section line.

Use inferencing while sketching to relate the section line to features in the model.

Do

Press the Ctrl key as you place the section to break the alignment.

42




You can change the appearance of the section line. Click Tools, Options, Document Properties, Detailing and select the Alternate section display check box.

You can also change the default amount that the section line extends beyond the model.


Select the Flip direction check box to reverse the cut direction.

The cut direction can also be reversed by double-clicking the section line.

The Section Label (the letter associated with the section line) can be moved by dragging. Each label can be moved independently.

Do

The View Label (the word SECTION followed by the label letter or number) can be overridden by clicking the Manual view label option and typing a replacement. Valid for all views with labels.

The Section Arrow can be moved by dragging. Each arrow can be moved independently.


43

Lesson 2



The Section Line can be can be resized or repositioned by dragging. Note: Whether or not the section line can be


repositioned by dragging depends on any geometric relations you captured while sketching. For example, if the section line is Coincident with the center of a hole feature, you will not be able to reposition the section line. However, the section line will move if the hole feature moves.

The Section Label can be changed through the PropertyManager or by double-clicking it.

Dimensions can be added to the parent view to anchor the section line.

The dimension can be hidden using View,

Hide/Show Annotations.

Do

Select Partial section when the section line does not completely cut the model.

Select Display only surface to show the geometry of the section cut only.

44




Section Views Using Two Perpendicular Lines


Vertical line selected to establish the alignment of the section. Partial section selected and the arrows are pointed inside.

Vertical line selected to establish the alignment of the section. Partial section cleared and the arrows are pointed outside.

Vertical line selected to establish the alignment of the section. Partial section cleared and the arrows are pointed inside.

The section view goes dangling.

Do

The section view is folded off of the selected segment of the section line. Here the horizontal line is selected.


45

Lesson 2



Section Views Using Multiple Lines


A section line can be made of multiple connected lines. Select one line segment to determine the alignment.

The Display only surface option can be used with multiple line sections.

Tip

The corners in the section line create edges in the section view. Remove these edges by rightclicking the unwanted edge and selecting Hide Edge from the shortcut menu.

Section Views Using a Multi-body Solid

Do

Sections cut through multi-body solids provide alternating crosshatching to distinguish between solid bodies. This is useful when creating weldments.

Sections of Detail (page 48) and Cropped (page 54) views can also be created.

46




An Aligned Section View is the similar to a regular section view except that the section line has to be a single contour made up of two or more line segments connected at an angle. Typically an aligned section is used for sectioning through features that would appear foreshortened in a normal section view. The aligned section rotates the cut into the plane of the selected segment.


Aligned Section View

Where to Find It Q Click Insert, Drawing View, Aligned Section. Q Or on the Drawing toolbar, click the Aligned Section

tool.

To help locate the sketched lines so they pass through and are related to the desired features, use Show Sketch to see the sketch that defines the location of the feature to be sectioned.

Sketch the section lines for the aligned section. Use sketch relations to relate the line to the shown sketch.

Do

Use Hide Sketch to hie the sketch. Select a line to align the view. Click Aligned Section and place the view.


47

Lesson 2



Click Flip direction to reverse the view direction.


The cut direction can also be reversed by doubleclicking on the section line. Click Display only surface to show the geometry of the section cut only.

Detail View

Detail Views are used to create a new drawing view which is an

enlarged portion of an existing view. The enlarged portion is enclosed using sketch geometry, usually a circle or other closed contour.

The detail view scaling factor set via Tools, Options, System Options, Drawings and is used to determine the scale of the detail as a factor of the parent view.

Where to Find It Q Click Insert, Drawing View, Detail. Q Or on the Drawing toolbar click the Detail View

tool.

Detail View tool can be used two ways:

1. Make a sketch that encloses the area of interest, select the sketch geometry, and tool. Then place the

The default sketch tool is the Circle tool.

The original view is considered the Parent View.

A Detail View can be moved to different sheet than the Parent View. For more information on options with view labels, see see View Labels on page 287.

Do

then select the detail view.

Note

2. Click the tool first which turns on the Circle tool. Sketch a circle around the area of interest. The place the detail view.

48




Default Detail View using the option Per Standard and a sketched rectangle. Per Standard means the style of the detail


circle is determined by the drafting standard in use. For example ANSI or ISO.

Broken Circle using a rectangle.

With Leader using a rectangle and the Circle

option.

With Leader using a rectangle and the Profile

Do

option.


49

Lesson 2



No Leader using a rectangle and the Circle


option.

No Leader using a rectangle and the Profile

option.

Connected using a rectangle and the Circle

option.

Connected using a rectangle and the Profile

Do

option.

50




The Label can be changed in the PropertyManager or it can be changed by double-clicking the detail view label itself.


Changing the label associated with the circle updates the view label and vice versa.

Change the text font using the Font button.

If you change the font of the detail circle label, you will automatically be asked it you want to apply that change to the view label. Detail View with all Detail View options

cleared.

Full outline is used to display the sketch

Do

profile on the detail view.


51

Lesson 2



Custom Scale overrides the Detail View scaling value set in Tools, Options, System Options, Drawings. You can also change the


scale by editing the view label on the drawing sheet.

Pin position maintains the relative position of

the detail circle if the parent view changes scale. To have the detail circle move if the geometry changes size, relate the center of the detail circle to some feature in the model. Scale hatch pattern scales the crosshatch

pattern size with the detail scale.

Detail Views can be taken from pictorial

Do

views, such as an Isometric view. They can also be taken from existing detail and Cropped (page 54) views.

52




Detail Views can be taken from assembly


views of any orientation.

Broken-out Section

A Broken-out Section is part of an existing drawing view, not a separate view. A closed profile, usually a spline, defines the broken-out section. Material is removed to a specified depth to expose inner details. You can specify the depth by setting a number or by selecting an edge in a related view.

Where to Find It Q Click Insert, Drawing View, Broken-out Section.... Q Or on the Drawing toolbar, click the Brokenout Section

tool.

Note

The default sketch tool is the Spline tool. If you want a profile other than a spline, create the closed profile and select it before clicking the Broken-out Section tool. You cannot make a Broken-out Section of the following views: Q Q Q

Section view. Detail view. Alternate position view.

Do

Preview shows the break and depth planes.


53

Lesson 2




Click in the Depth field and select the circular edge. The Depth is set to the center of the circle.

Axes and Temporary Axes can be selected.

Pictorials can be broken. The depth is normal to the sheet.

Do

Cropped View

54

Crop View is used to focus in on a portion of a drawing view by hiding

all but a defined area. The uncropped portion is enclosed using sketch geometry, usually a spline or some other closed contour.




Where to Find It Q Click Insert, Drawing View, Crop. Q

Or on the Drawing toolbar, click the Crop View

tool.

Note

There are some restrictions on the use of Crop View. The following views cannot be cropped: Q Q

Exploded views. Detail views or their parents.


Also, detail views cannot be created from a view that has been cropped. Sketch a closed contour and click Insert, Drawing View, Crop.

Rectangle

Rectangle

Spline

Spline

To return a view to its uncropped state, select the view and right-click the view and select Crop View, Remove Crop.

To edit the sketch used in a cropped view, rightclick the view and select Crop View, Edit Crop.

Do

Crop View can save you work. For example, instead of creating a section view and then a detail view of the section, and then hiding the unnecessary section view, you can crop the section view directly.


55

Lesson 2



Empty View

Use an Empty View to sketch geometry that may not be shown by the part or assembly but that is relevant to the drawing. Annotations, dimensions and area hatch can also be added to the drawing view.

Where to Find It Q Click Insert, Drawing View, Empty. Q

Or on the Drawing toolbar, click

.


Insert a new Empty View into the drawing.

Add sketch geometry, area hatch and annotations to the view.

For more information, see Area Hatch/Fill on page 176.

Do

If you move the view all the geometry and annotations inside will move with it.

56




Sketching a Rotated Section View

The Rotated Section view can be created using sketch geometry overlaid on a view. Consider the example of a full round fillet on a rib.

Where to Find It

Use existing drawing views and sketch tools.

Tip

Make sure that focus is set to the view, not the sheet by double-clicking in the view.


Q

The sketch will not change parametrically with the part.

Sketch Parallel lines in the view.

Constrain one of the lines Perpendicular to the edge of the rib.

Do

Add a tangent arc, spline and dimensions to the sketch. It is not necessary to fully define the sketch. The dimensions are to define the size and constrain it to the part.


57

Lesson 2



Hide the dimensions using View, Hide/Show


Annotations.

Add crosshatching using Insert, Annotations, Area Hatch/Fill.

For more information, see Area Hatch/Fill on page 176.

Procedure: Adding Drawing Views

Several drawing views are required to describe the part. They include: Standard 3 Views, Detail Views and Model Views.

8

Standard 3 Views.

Insert the Front, Top and Right views of the Spring Clamp using the Standard 3 View tool. Use Part/Assembly to Insert to select the part and select the Simplified configuration.

Do

9

58

Display of drawing views. The Standard 3 View tool creates

aligned Top, Front and Right drawing views. Move the view to approximately the positions shown.





10 Detail views. Add three Detail Views to the drawing. Use circle sketches for the details. Use the following scales: Detail A = 4 : 1, Detail B = 4 : 1, Detail C = 5 : 1.

Do

11 Section View. Add a Partial Section View as shown, using a scale of 4 : 1.


59

Lesson 2




12 Projected View. Add a Projected View from the Front view as shown below.

13 Model Views.

Do

Add two pictorial Model Views to the drawing. Use the views Perspective and Reverse that were defined in the part.

The case study continues on page 71. 60




View Settings

After the view has been created, various setting can be used to change the appearance of the part.

View Display Mode

The drawing view can be displayed in several modes. Both wireframe and shaded displays are available. You also have control over the display of tangent edges. You can select which configuration of the part is displayed, too.

Q Q

Tip


Where to Find It Q Click View, Display, and an option.

Or on the View toolbar, click an icon. Or, on the Display Style section of the Drawing View Property Manager for an individual view.

Multiple drawing views can be selected and changed together.

The default view display style is set through Tools, Options, System Options, Drawings, Display style for new views.

The default Display quality for new views provides two options for each style. Draft quality can be used to increase the display speed with a slightly lower quality image. High Quality provides the best quality image at a decreased display speed.

Click Shaded with edges to see the visible edges over the shaded faces.

Click Hidden lines removed to see the visible edges in a wireframe mode.

Click Hidden lines visible to see visible edges solid and hidden edges fonted in a wireframe mode.

Do

Click Shaded mode to see the view in the same shaded color as the part.

View Settings

61

Lesson 2




Click Wireframe to see all visible and hidden edges solid in a wireframe mode.

Tangent Edge Display

Tangent edges are topological edges of faces that match in tangency. The most commonly seen tangent edges are the edges of fillets. They are often made visible in pictorial views but are removed from orthographic views.

Where to Find It Q Click View, Display, and an option. Q Or right-click the view and select Tangent Edge and an option.

The default tangent edge display mode is set through Tools, Options, System Options,

Tip

Multiple drawing views can be selected and changed together. Configurations of the part can also help change the display by suppressing fillets.

Drawings, Display Style, Tangent edges in new views.

Click Tangent Edges Visible to display all visible tangent edges in a solid line font.

Click Tangent Edges With Font to display visible tangent edges with a font. By default the font is phantom.

Do

To change the font:

62

1. Click Tools, Options, Document Properties, Line Font. 2. For Type of edge, select Tangent Edges. 3. From the Style list, select the desired font. 4. Optionally set the Thickness.

View Settings



Click Tangent Edges Removed to prevent the display of tangent edges.

The Properties of the drawing view determine which configuration of a part is shown.


View Configuration

Where to Find It Q

Q

From the view PropertyManager, click More Properties.... Or right-click the view and select Properties....

Tip Section and Detail Views display the

configuration of the parent view.

Set the configuration used by a view through the Drawing View Properties dialog. The Model Configuration information allows you to select the configuration of the part to use. Use model’s “in-use” or last saved configuration uses the active configuration of the open part or saved configuration of the closed part.

Do

Note

View Settings

The drawing view border (dotted boundary) cannot be resized by the user. The border will automatically change size as the geometry viewed within it requires.

63

Lesson 2



Hiding Views

You can use Hide View to hide an entire view while working on a drawing. Once hidden, you use Show View to display that view again. When you hide a view that has dependent views (detail, section, or auxiliary views), you are given the choice of hiding those views also. When you show either the parent view or a dependent view again, you are given the choice of showing the related view also.

Where to Find It

Q

Tip

With the cursor over a drawing view, right-click Hide or Show. Or Click View and check Hidden Views.

For an example of hiding a view, see How to Create a Revolved Section on page 37.


Q

Right-click a view and select Hide.

The hidden view is shown grayed out in the FeatureManager design tree. Right-click over a hidden view and select Show to return it to its normal state.

Do

Click View, Hidden Views to see a symbol identifying all hidden views.

Copy View and Move View

64

Existing views can be Copied and Pasted within the same sheet, onto different sheets within the same drawing, or between drawings. They can also be Moved without copying.

View Settings



Where to Find It

Selecting a view on the drawing sheet: Q

On the Standard toolbar click the Copy

Q

or Paste tools. Or Ctrl+C to copy and Ctrl+V to paste. Or Edit, Copy and Edit, Paste.

Q

Selecting a view in the FeatureManager: Q

Q

copy. They can be modified to display any view orientation. Note

To copy a detail or section view from one drawing to another, you must also copy the parent view. You can either copy the parent view first, or you can copy both the parent and the detail or section view at the same time.


Paste onto the same drawing or another active drawing.

Tip Model Views are usually the most useful to

Hold down Ctrl and drag the view onto another sheet to make a copy. Simply drag and drop onto another sheet to move without a making copy.

Click on the drawing sheet and Paste it.

To copy and paste between drawing sheets, make the sheet with the view you want to copy active. Hold down Ctrl and drag the view onto the other sheet.

Drop the view on the destination sheet, in this example Sheet2.

Do

Select a view and Copy it.

Views can also be selected from the drawing, copied and pasted on another drawing sheet.

View Settings

65

Lesson 2



To copy a view to a different drawing, open both drawings. Select the view, Copy it, switch to the other drawing and Paste it.

Do


To move the view, cut it (Ctrl+X) from the original drawing and paste it into the other drawing.

66

View Settings



View Alignment and Rotation

Align Drawing View is used to keep related drawing views aligned to

one another by limiting movement. When you drag a view, dashed lines appear to show any existing alignment conditions. Alignment can be added or removed from any view.

Where to Find It

Q

Right-click a view and select Alignment, and an option. Select the view you want to align. Then click Tools, Align Drawing View and select an option.

Note

Tip

Alignment is automatically created for: Standard 3, Sections, Aligned Section, Auxiliary and Projected Views. First select the view you want to align.


Q

You must select the view before you can access the alignment options in Tools, Align Drawing View.

Then select the view to which you want to align.

Use Break Alignment to remove automatic alignments (such as a section) or those created manually.

Align the origins of views horizontally by right-clicking the view and selecting Alignment, Align Horizontal by Origin. The view being aligned (the one you right-clicked) is moved so it aligns with the selected view. Selecting the view and clicking Tools, Align

Drawing View, Horizontal to Another View

Do

gives the same result.

View Settings

67

Lesson 2



Align the origins of views horizontally by right-clicking the view and selecting Alignment, Align Vertical by Origin. Selecting the view and clicking Tools, Align Drawing View, Vertical to Another View


gives the same result.

Align the centers of view frames horizontally by right-clicking the view and selecting Align Horizontal by Center.

Do

Align the centers of view frames vertically by right-clicking the view and selecting Align Vertical by Center.

68

View Settings



Use an edge of the part to orient the view. Select a linear edge and click Tools, Align Drawing View, Horizontal Edge. The view is rotated so the selected edge is horizontal on the drawing sheet. Note


Even though this option is listed on the Align Drawing View menu, functionally it is a method of rotating the view.

Select a linear edge and click Tools, Align Drawing View, Vertical Edge. The view is rotated so the selected edge is vertical on the drawing sheet.

Where to Find It Q

Click

on the View toolbar.

Note

Drawing views can be rotated about an axis normal to the sheet dynamically or using a value.

Use free rotation by selecting a view and the Rotate View tool.

Drag the view on the sheet. The view snaps to 45° increments, but you can drop the view at any angle.

Do

You can also use the left and right arrow keys. The increment value specified for the arrow keys in Tools, Options, System Options, View Rotation is used.

View Settings

69

Lesson 2



Specify the Drawing view angle. (Select a view before entering an angle, if you did not preselect a view.) Select Dependent views update to change in orientation if you also want to update any views that were created from the view you are rotating (projected views, for example).

Do


Select Rotate Center Marks with view if you want Center Marks to rotate with the view.

70

View Settings



Procedure: View Display Modes

Change the View Display Modes to override the default settings for some of the views. 14 Display Modes.

All the views were created using the same default settings. Change the Tangent Edge, View Display and Configuration settings for some of the views. Q Q


Q

SECTION 1-1: Tangent Edges Removed. DETAIL C: Tangent Edges Removed. Perspective view: Shaded with Edges. Reverse view: Shaded with Edges.

Q

15 Save and close the drawing.

Do

Name the drawing Spring Clamp Drawing. This drawing will be used in the next lesson.

View Settings

71


Create this drawing with the views as shown. This lab uses the following skills: Q

Standard 3 Views.

Q

Named Views.

Q

Auxiliary Views.

Q

Section Views.

Q

Detail Views.


Exercise 1: Creating Views

Do

Use a C-Landscape sheet, the Shifter Fork part and your choice of units.

Exercise 1

73


Exercise 2: Creating Auxiliary Views


Named Views.

Q

Projected Views.

Q

Detail Views.

Q

Auxiliary Views.

Do


Use a C-Landscape sheet, the shaft yoke part and your choice of units.

74

Exercise 2



Named Views.

Q

Projected Views.

Q

Section Views.

Q

Detail Views.

Q

Cropped Views.


Exercise 3: Creating Cropped Views

Do

Use a C-Landscape sheet, the Housing part and your choice of units.

Exercise 3

75


Exercise 4: Creating Broken-out Section Views


Named Views.

Q

Projected Views.

Q

Broken-out Section Views.

Q

Cropped Views.

Do


Use a C-Landscape sheet, the Tire Iron part and your choice of units.

76

Exercise 4


Exercise 5: Creating Broken Views


Named Views.

Q

Broken Views.

Q

Section Views.

Q

Alignment of views.

Do


Use a B-Landscape sheet, the Turned part and your choice of units.

Exercise 5

77



Lesson 3 Center Marks, Centerlines, and Dimensions

Upon successful completion of this lesson, you will be able to: Add center marks to circular edges.

Q

Add centerlines through cylindrical faces.

Q

Hide and Show selected model edges.

Q

Insert and manipulate driving dimensions.

Q

Create driven dimensions in standard, ordinate and baseline form.

Q

Edit the properties of a dimension.

Do

Q

79

Lesson 3


Do


Center Marks, Centerlines, and Dimensions

80



Center Marks, Centerlines and Dimensions

Center Marks, Centerlines and Dimensions are Annotations used to mark circle centers and describe the geometry size on the drawing.

Lesson Topics

Each of these topics comprises a section in the lesson.

Note

Adding Center Marks

Q

Centerlines

Q

Hiding and showing model edges

Q

Dimensions

Q

Dimension Properties


Note

Q

Center Marks

The following section is written assuming you are manually inserting center marks and centerlines. If you click Tools, Options, Document Properties, Detailing, you can select options so that center marks and centerlines are created automatically when you create the view.

For more information on Balloons, see Balloons on page 179, Auto Balloons on page 181 and Stacked Balloons on page 184. Dimensions will be discussed later in this lesson. The Center Mark command creates a center mark, or a center point, on selected circular edges. Selecting a circle creates a center mark. Selecting an arc creates a center point.

Where to Find It Q Click Insert, Annotations, Center Mark.... Q Q

Or on the Annotations toolbar click

Tip

A center point is a center mark with the Extended lines turned off.

.

Or right-click and select Annotations, Center Mark....

Do

Use Tools, Options, Document Properties, Detailing, Auto insert on view creation to automate insertion of Center marks and Centerlines.


81

Lesson 3



In Tools, Options, Document Properties, Detailing, the Size value

controls both the amount the center mark extends past the model edge and the size of the point symbol in the center.


Click Single Center Mark and select a circular edge.

Change the Mark size by clearing Use document’s default and setting a new size.

The Size value controls both the amount the center mark extends past the model edge and the size of the point symbol in the center.

Extended lines can be dragged to resize

Do

them.

82





Set the Extended lines to a Centerline font.

Change the Angle of the center mark from the default position. A positive angle rotates the center mark counterclockwise.

Click Linear Center Mark and select multiple circular edges. The Connection lines option connects the centers.

Do

Click Linear Center Mark and select multiple circular edges. If you clear the Connection lines option, no centers are connected.


83

Lesson 3




Linear patterns are recognized and the Propagate tool can be used to create the center marks.

can be used to add center marks to holes in a circular pattern. The Circular lines option creates the large circular centerline through the holes in the pattern. The Base center mark option adds the center mark to the pattern’s center. Circular Center Mark

Do

The Radial lines option creates lines from the center of the pattern out to the holes in the pattern.

84





Without the Circular lines option.

Without Base center mark option.

Centerlines

You can insert Centerlines into drawing views automatically or manually. The SolidWorks software avoids duplicate centerlines.

Where to Find It Q Click Insert, Annotations, Centerline.... Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Centerline....

Tip

Besides selecting geometry, you can select: Q

Q

A drawing view in the graphics area (except isometric orientation). A feature, component, or drawing view in the FeatureManager design tree.

Do

Select a cylindrical, conical, toroidal, or swept face.


85

Lesson 3




Select the silhouette edges of a cylinder or cone.

Select one cylindrical face to automatically propagate to the others.

Tip

You can also select the view instead of the face.

Each segment is an individual object and can be deleted separately.

Do

Procedure: Add Center Marks and Centerlines

86

Center Marks and Centerlines should be added to the drawing prior to

the addition of dimensions and annotations. You can resize them or modify their appearance.

1

Open drawing Spring Clamp Drawing.

This is the drawing from Lesson 2.




2

Add Center Marks.


Add single center marks to circular edges of the Front and Projected views.

3

Resize.

Drag the center mark ends in the Projected view to resize them.

4

Add Centerline to a face.

Select the cylindrical face in the DETAIL C and add a centerline. Resize the centerline by dragging.

5

More centerlines.

Add a centerline to the Circular Boss feature of the Projected view. Resize the centerline so it passes through both bosses.

6

Save.

Do

Save your work. This drawing will be used later in this lesson. The case study continues on page 95.


87

Lesson 3



Model Edges in the View

The model edges that appear in drawing views can be hidden, fonted, colored or thickened to enhance the drawing presentation.

Hide/Show Edges

The “manual” method of hiding model edges involves selecting edges in the drawing view.

Where to Find It

Q

Tip

Right-click an edge and select Hide Edge or Show Edge. Or on the Line Format toolbar, click Hide

Hold down Ctrl to select multiple edges to be hidden or shown. Make sure that the option in System Options, Drawings is selected.


Q

Edge

or Show Edge

.

Right-click the model edge and select Hide

Do

Edge.

88




Shift-select the same edge to get one segment

of the larger edge.


Select on the model edge and all collinear edges are selected as one.

Do

Right-click the model edge and select Show Edge.

Show Hidden Edges


Make sure that the option in System Options, Drawings is selected. Otherwise you will not be able to select the hidden edge.

Another way to control the hidden edges in a view is to use Show Hidden Edges. This method allows you to selectively show hidden edges on a feature-by-feature basis.

89

Lesson 3



Where to Find It Q

Q

Right-click a view and select Properties.... Or click More Properties... on the drawing view PropertyManager.

Select the view and click Hidden Lines to remove all hidden lines


Removed

Do

from the view.

90




Expand the drawing view in the FeatureManager design tree or flyout FeatureManager and select one or more features to show.

Do


Right-click in the view and select Properties.... Click the Show Hidden Edges tab.


91

Lesson 3



The selected features appear in the list for Show Hidden Edges.

Only the selected features are shown with hidden lines.


Click Apply to see the results or click OK to complete the process.

Line Styles

Custom Line Styles can be created and applied to edges.

Where to Find It Q

Tools, Options, Document Properties, Line Style.

Tip

The line styles can be used in multiple drawings by saving and loading a *.sldlin file.

Do

Create a new line style by selecting the closest matching style and clicking New. Rename the line style.

Using the Formatting Key, set the Line length and spacing values for the style.

92





Optionally, Save the style to a file. Click Save and name the file.

Saved line styles can be loaded into other drawings using Load.

Do

Edge Color, Font, and Thickness

Edges in drawing views can have line color, thickness or style applied to them.

Where to Find It Q

On the Line Format toolbar choose an option.


Tip

You can select multiple edges by holding the Ctrl key.

93

Lesson 3



Select a visible edge or edges in a drawing view. and select the color


Click Line Color from the palette.

Select a visible edge or edges in a drawing view. Click Line Thickness thickness.

and select a

Select a visible edge or edges in a drawing view. Click Line Style

and select a font.

Do

Right-click an edge and select Reset line font to change the color, thickness or font back to the default setting.

Procedure: Show Hidden Edges

94

The hidden edges of a single feature are required in one view.




7

Show Hidden Edges.

Add the hidden lines for a single feature to the Top view. Right-click the view and select Properties... and add the Spring Mount Ring to the Show Hidden Edges list.



Dimensions

Dimensions are used to describe the shape of the part or assembly shown in the drawing views. Dimensions in a SolidWorks drawing are associated with the model, and changes in the model are reflected in the drawing.

Types of Dimensions

There are two main types of dimensions: Q

Q

Insert Model Items

Model dimensions Model dimensions are created as you create each part feature. You then insert those dimensions into the various drawing views. Reference dimensions You can also add dimensions in the drawing document, but these are reference dimensions, and are driven; you cannot edit the value of reference dimensions to change the model.

Insert Model Items allows you to take the annotations and reference

geometry that were created while modeling and insert them into the drawing. They can be inserted into all views, selected views, or by feature or component. This is where you can really take advantage of the preparation done to the model prior to detailing. To review how proper preparation can make the detailing process more efficient, review Lesson 1: Preparations for Detailing starting on page 7.

Do

Groupings of Dimensions

Note

Dimensions

Dimensions are grouped in several ways Q

Marked for drawing

Dimensions that are Marked for drawing have been marked at the part level for addition to the drawing. This is the default for all new dimensions, set in the Modify box. Unmarked dimensions are distinguished by a preset text color. They can be quickly marked/unmarked using right-click Mark for drawing.

Marked dimensions can also be inserted automatically as the views are created using the option Tools, Options, Document Properties, Detailing, Auto insert on view creation.

95

Lesson 3



Instance/Revolution counts Instance and Revolution counts are dimensions created specifically Q

by pattern features and consist of unattached integer values. Q

Hole Wizard Profiles

These dimensions represent the shape of the hole as created by the Hole Wizard. They are stored in the second of the two sketches. A Hole Callout can be used to replace these dimensions. Q

Hole Wizard Locations


The locations are those created to define the location of the point(s) in the first Hole Wizard sketch.

Where to Find It Q Click Insert, Model Items.... Q

Or on the Annotations toolbar, click Model Items

.

After settings and selections have been made, the dimensions are previewed. They can be moved, hidden or deleted before clicking OK.

Tip

Preselect the views, features or components to which you are adding model items. You can select features or components either from the FeatureManager design tree or the graphics area. Use the left mouse button to: Q Drag. Q Shift+drag (move to another view). Q Ctrl+drag (copy to another view). Use the right mouse button to: Hide/Show dimensions.

Do

Q

96

Dimensions



With nothing selected, use Entire Model to Import from. Click Marked for drawing and for Import items into all views.


Select the model in the top orthographic view.

Do

With nothing selected, use Entire Model to Import from. Click Marked for drawing and select the front view.

Click Selected feature, a view and one or more features on the model. The dimensions of selected feature(s) are inserted into the drawing view.

Dimensions

97

Lesson 3




The Not Marked for drawing option can be used with selected views or all views to limit the dimensions added.

For view of assemblies, the option Selected Component is used to insert dimensions into the selected view of the drawing. Requires selection of a view and face or edge.

Do

For dimensions that reside exclusively in the assembly, for example Distance and Angle mates, can be inserted by view or for all views using Only Assembly.

98

Dimensions




The Instance/Revolution counts option inserts the integer values for the Number of instances in a pattern.

The Hole Wizard Profiles and Hole Wizard Locations options inserts the dimensions of the cross section sketch for holes created with the Hole Wizard.

Procedure: Inserting Model Items

Model items, specifically dimensions in this example, will be inserted by feature and view selection. This filtering process helps you place the proper dimensions in the correct places.

8

Dimensions of a feature.

Do

Select the view. Select the rectangular face in DETAIL B. This is a face of the Groove Left feature.

Dimensions

99

Lesson 3


9


Insert Model Items. Click Insert, Model Items... and select Marked for drawing. The Import from listing automatically chooses Selected feature.


Click OK.

10 Multiple features.

Select the view. Select two features (Groove Right and Groove Right Pattern) in the DETAIL A view.

Click Insert, Model Items... and select the Marked for drawing option.

11 Select in FeatureManager.

Do

Insert dimensions into the DETAIL C view by selecting the view and the features Circular Boss (base) and Circular Boss in the FeatureManager.

100

Dimensions



12 Insert into view.


Select the three views indicated, click Insert, Model Items...., Instance/Revolution counts and select Entire model. All dimensions that are valid for those views are inserted. Delete any dimensions that are not shown below.

13 Instance counts.

Move the two instance dimensions (6 and 4) to the detail views shown at right.

Note

The instance counts will be used later in Lesson 4 when we create a parametric note.

Do


Dimensions

101

Lesson 3



Manipulating Dimensions

Once dimensions have been added to a view, there are several options as to how they can be manipulated to reposition, hide and move them between views.

Where to Find It Q

Drag the dimensions using the mouse.

Note

If either of the Detail item snapping options are enabled, pressing the Alt key while dragging a dimension disables the option.


To facilitate positioning dimensions, the Drawings settings on the Tools, Options, System Options dialog box has two Detail item snapping options. The inferences are displayed when you drag a dimension or note by its center or corner.

Drag dimensions by their text to new locations. Use the inference lines to align and position them.

Do

Click View, Hide/Show Annotations. The cursor looks like this . Select the dimension text. The dimension will be hidden on the drawing sheet, but not removed from the model’s database.

102

Dimensions



Hold down Shift and drag to move one or more dimensions from one view to another.


Hold down Ctrl and drag to copy dimensions into other views. This can create multiple driving dimensions.

Select a dimension and press Delete to remove it from the drawing.

Be careful not to delete any dimension that has a reference, such as one used in a note.

Procedure: Moving and Deleting Dimensions

Once they are inserted, dimensions can be: Q Q Q

Do

Q

Moved by dragging the text. Moved to other views. Hidden. Removed from the drawing.

Dimensions

103

Lesson 3



14 Moving dimensions.


Dimensions will be moved between views by holding down Shift and dragging them. In the illustration below, the colors indicate which view the dimension came from. Red = projected view, blue = front view, and green = section view.

15 Repositioned dimensions.

Do

Move the dimensions between views as indicated.

104

Dimensions



16 Delete dimensions.

Some dimensions are duplicates and can be deleted. In this example, each pattern has duplicate dimensions for the initial cut.


Delete the selected dimensions. The case study continues on page 107.

Driven Dimensions

Driven or Reference Dimensions can be added directly to the drawing at any time. Several methods can be used including Standard dimensions, Baseline, Chamfer or Ordinate. They can also be added using the Autodimension tool.

Where to Find It Q Click Tools, Dimensions and select a Q

Q

Q

dimension type. Or on the Dimensions/Relations toolbar,

click or one of the other types. Or right-click and select Dimension and a dimension type. Dimensions/Relations toolbar, click Autodimension

Note

By default, driven dimensions (except ordinate dimensions) have parentheses.

Dimension to a Centerline and the extension lines will be shortened automatically.

.

Standard dimensions, like those created in a

sketch, can be created in the drawing. This includes Smart

or

dimensions.

Do

Vertical

, Horizontal

Dimensions

105

Lesson 3



dimensions are created by defining a baseline position with the first selection and selecting subsequent locations. All values are measured from the initial baseline.


Baseline

Ordinate dimensions come in three varieties: Q

Ordinate

Q

Horizontal Ordinate

Q

Vertical Ordinate

Horizontal are shown here. Autodimensioning works

in a similar fashion to the sketch version. Horizontal and Vertical datums can be selected, or an Origin.

Do

The Schemes can be Baseline, Ordinate or Chain.

106

Dimensions



dimensions can be added to chamfered edges in the view. The dimension is given in the length-angle format.


Chamfer

Procedure: Adding Driven Dimensions

Driven or reference dimensions can be added to supplement or replace the model dimensions.

17 Driven dimension. Add a Driven (reference)

dimension to the DETAIL C view. The case study continues on page 111.

Dimension Display Options

Quick changes can be made to dimensions using the Display Options menu, accessed by right-clicking a dimension.

Where to Find It

Right-click a dimension on the text or the leader, and select Display Options and a suboption.

Do

Q

Tip

To select multiple dimensions you can: Q Q

Q

Hold down Ctrl and select the items. Drag-select the items. Left-right captures those inside, right-left capures those inside and crossing. Drag-select the items using a Selection Filter

Dimensions

for Dimensions

.

107

Lesson 3



Extension Line Endpoints


Dragging the endpoint of an extension line lengthens or shortens it.

Arrow Style

Select the dimension. Right-clicking the arrowhead opens a menu of arrowhead options. The change affects only the selected arrowhead.

Arrows In and Out

Clicking the handle on the arrowhead reverses the arrow position.

Display As Diameter

For diameter/radius dimensions only, sets the dimension to diameter style.

Do

This example is shown without the second arrow.

108

Dimensions



Display As Diameter

For diameter/radius dimensions only, sets the dimension to diameter style.


This example is shown with the second arrow outside.

Display As Radius

For diameter/radius dimensions only, sets the dimension to radial style.

Display As Linear

For diameter dimensions only. Sets the dimension to linear style.

Rotate Dimension

Do

Drag the handle nearest the text of the dimension to rotate it. The dimension rotates in small intervals.

Dimensions

109

Lesson 3



Center Dimension


Centers dimension text between the extension lines. Toggle on or off.

Display With Parentheses

Driven (reference) dimensions can be displayed with or without parentheses. They are displayed with parentheses by default. Toggle on or off.

Display As Inspection

Add the inspection style around the dimension text. Toggle on or off.

Offset Text

Do

Offsets the dimension text from the dimension line using a leader. Toggle on or off.

110

Dimensions



Slant To Slant a dimension, once the dimension is

selected, grab an extension line endpoint handle and drag. Remove Slant


Right-click and choose Display Options, Remove Slant to set the dimension back to straight. Hide/Show Extension Lines and Hide/ Show Dimension Lines

Individual extension lines and dimension lines can be toggled on and off for display.

Procedure: View Clean Up

Move and modify the dimensions using Display Options. The changes are shown in the following views.

18 Drawing views.

Use the images on the following pages to clean up the drawing views.

Do

Projected view

Dimensions

111

Lesson 3




Front view

Right view

Do

Top view

112

SECTION 1-1

Dimensions




DETAIL A

DETAIL B

Do

DETAIL C


Dimensions

113

Lesson 3



Aligning Dimensions

Dimensions and notes can be aligned in several ways including using a grid, Align Dimension and Detail Item Snapping.

Where to Find It Q

Note

On the Align toolbar, click Align Collinear/Radial Concentric

or Align Parallel/

.

Only the Align Dimension method is permanent. Detail Item Snapping or snapping the dimension text to a grid is not.


Grids can be activated at any time by rightclicking in the drawings and selecting Display Grid. Click Tools, Options, Document Properties, Dimensions, Snap text to grid.

Drag and snap dimensions to the grid.

Set the grid spacing using Tools, Options, Document Properties, Grid/Snap.

Align Collinear/Radial can be used to align

multiple linear dimensions. Select all the dimensions and click

.

The dimensions must have a common direction.

Align Collinear/Radial can be used to align

multiple angular dimensions. Select all the

Do

dimensions and click.

The dimensions must have a common centerpoint.

114

Dimensions



Align Parallel/Concentric is used to “stack” and “space” dimensions. Select all the

dimensions and click

.


Choose the stack distance using Tools, Options, Document Properties, Dimensions, Offset Distances.

Right-click a dimension and select Show Alignment to display other dimensions that are aligned to the selected one. The other dimensions are marked with blue dots.

Do

Right-click a dimension and select Break Alignment to remove a dimension from a set of aligned dimensions.

Dimensions

115

Lesson 3



Detail Item Snapping is used to make it

easier to align dimensions when dragging them and using inferencing. Activate snapping through Tools,


Options, System Options, Drawings.

Procedure: Align Dimensions

Align dimensions to organize them on the drawing.

19 Align linear dimensions. Use Align Collinear/Radial to align the pairs of linear dimensions as

Do

shown below.


116

Dimensions



The properties of a dimension can be accessed through the PropertyManager and through the More Properties... button. Or you can access them directly by right-clicking a dimension and selecting Properties....

PropertyManager Options

The PropertyManager provides quick-access to options such as Part Favorites, Tolerance/Precision, Arrows and Dimension Text.

Dimension Property Options

The Properties dialog box includes some of the same options plus Dimension Value, Name and Layer settings. Options unique to specific types of dimensions are also available.



Where to Find It Q

Q

Click on a dimension. The PropertyManager appears. Select one or more dimensions, right-click and select Properties....

Dimension Favorites

Using Dimension Favorites, you can define dimension styles similar to the way you define paragraph styles in word processing documents.

Modify a dimension to the desired style and select it.

Save a dimension as a favorite by clicking the Add or Update a Favorite button and typing a name.

Do

Delete a favorite from the list using Delete a Favorite .


To Apply the default attributes to selected dimensions, click .

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Lesson 3




Apply a Favorite to other dimensions by selecting them and choosing the favorite name from dropdown list.

In order to use the favorite in other parts, assemblies, or drawings, use Save a Favorite and type a name. The *.sldfvt extension is applied automatically. Note

In another part, assembly, or drawing, click Load Favorites to add the favorite.

You cannot apply favorites to dimensions created by Hole Callouts.

When you insert dimensions from a part or assembly into a drawing using Insert Model Items, the dimensions’ favorites belong to the original model. Therefore, you cannot assign drawing favorites to the inserted dimensions. You can however load the part or assembly favorites into the drawing. Changes to the favorites in the drawing change the favorites in the part or assembly document. Tolerance and Precision Options

Basic

Do

The basic option adds a box around the text of the dimension.

118




Bilateral Tolerance Use the + and - boxes to add

Limit


different values for the amounts over and under the nominal. The tolerance text comes after the nominal dimension text.

Use the + and - boxes to add different values for the amounts over and under the nominal. The tolerance values are added to and subtracted from the nominal. Symmetric Use the + box to apply the

same value for the amounts over and under the nominal. The tolerance text comes after the nominal dimension text. MIN

Establish the nominal value with the suffix MIN.

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MAX

Establish the nominal value with the suffix MAX.


119

Lesson 3



Use Fit tolerances to set the tolerance by Classification and alphanumeric value. The options for Classification are: Q Q Q

Clearance Transitional Press User Defined


Q

In this example, select Fit, Clearance and the Hole Fit value H8. Use Fit tolerances to set the tolerance of the shaft using the Shaft Fit value g5.

Combine the fit tolerances into a single dimension using: Q Q

Stacked without line display Linear display

Do

Q

Stacked with line display

120




You can use Fit with tolerance to display the tolerance value as a Limit type dimension.


Using the Hole Fit and Shaft Fit options defines the tolerance values automatically.

To use the Fit values without displaying them, choose Fit (tolerance only) as the Tolerance Type.

Dimension Text

Prefix the dimension text by typing before the characters on the dimension line. In this example, 4X.

Do

The characters represent the true dimension value.

Append the dimension text by typing after the characters. In this example a space and the letters REF.


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Lesson 3




You can also add lines of text above and below the dimension line.

Position the dimension text vertically using Top Justify , Bottom Justify or the default Middle Justify

.

Position the text horizontally using Center , Right Justify or the default Justify Left Justify

.

Add standard symbols to the dimension text. Position the cursor before and click the symbol to prefix the text. Available symbols include: Q

Diameter Degree

Q

Plus/Minus

Q

Centerline

Q

Square

Q

Countersink

Q

Counterbore (Spotface)

Q

Depth/Deep

Do Q

122





The Primary Value option can be used to override the true value of the dimension, replacing it with the Override value.

To break extension lines when crossing other extension lines, use Break Lines. Note

You can choose for the extension lines to break only when crossing arrowheads. Click Tools, Options, Document Properties, Dimensions and select Break around dimension arrows only. For the ANSI

standard, the check box is selected by default.

Dimension Properties Dialog Box (More Properties)

In the Dimension Properties dialog box, the Value is displayed for Driving dimensions and can be changed to alter the model. The Name can also be changed. Driven dimensions list a value and the name but cannot be changed.

Do

Change the units display of specific dimensions using the Units button.

The mm suffix was appended to the dimension text manually.


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Lesson 3



Switch dimensions between radial, diameter and linear dimensions using the Diameter dimension and Display as linear dimension


check boxes.

Use Dimension to the inside of arc when the default arrangement (arrows out) is inadequate.

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For radial dimensions of large radii, use Foreshortened radius. The handles can be used to reposition the center and bends.

124




Dual dimensions can be used to show the value in current and alternate units. Inches have mm as alternate units and vice-versa.


The alternate units are above (or to the right) the current units and are bracketed. For more information, see Detailing on page 266. Use Display as inspection dimension to surround the dimension text.

See also Display As Inspection on page 110 for similar options. The Layer section can be used to change the layer of the selected dimension(s). Choose a layer name from the list.

Do

Click the Display... button to change the appearance of the dimension. Suppress the Extension Lines or Dimension Lines.


125

Lesson 3




The Modify Text... button can be used to change the dimension text . See Dimension Text on page 121 for similar options.

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The Tolerance... button can be used to add tolerances and fits to dimensions. See Dimension Text on page 121 for similar options.

126




Procedure: Changing Dimensions

Using Dimension Properties, many characteristics of a dimension can be changed. 20 Basic dimensions.


Change dimensions to Basic dimensions through the dimension’s Properties.

21 Dimension to inside of arc.

Reverse the arrow position of the radius.

Do

22 Add Tolerance. Add a Bilateral Tolerance to the 1.25” dimension.


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Lesson 3



23 Dimension text.

Append text to the dimension text of the dimension shown. Save the changes as a Favorite named pattern.

24 Use favorite.


Use the favorite pattern to change the two dimensions of DETAIL A as shown.

25 Save and close.

Do

This drawing will be used in the next lesson.

128



Exercise 6: Views and Driving Dimensions

Create this drawing using the views provided. This lab uses the following skills: Q

Standard Views.

Q

Named Views.

Q

Driving dimensions.

Units: inches


Size: A-Landscape Use the following graphics with the part Base Guide to create the drawing.

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Dimensioned Views

Exercise 6

129



Named Views.

Q

Projected Views.

Q

Broken-out Section Views.

Q

Cropped Views.

Q

Configurations.


Exercise 7: Views and Centerlines

Q

Centerlines.

Q

Driving and driven dimensions.

Units: inches

Size: A-Landscape

Use the following graphics with the part angle mounting to create the drawing.

Do

Dimensioned Views

130

Exercise 7



Named Views.

Q

Projected Views.

Q

Cropped Views.

Q

Hiding edges.

Q

Showing hidden edges.


Exercise 8: Views and Hidden Edges

Q

Aligning drawing views.

Q

Centerlines.

Q

Driving and driven dimensions.

Units: inches

Size: A-Landscape

Use the following graphics with the part angle brace to create the drawing.

Do

Dimensioned Views

Exercise 8

131


Create this drawing using the views, notes and dimensions provided. This lab uses the following skills: Q

Views.

Q

Configurations.

Q

Dimensions.


Exercise 9: Views, Dimensions, and Configurations

Units: inches

Size: Your choice

Configurations

Open the Angled Base part and create a new simplified configuration. In this configuration, suppress all the cosmetic (R1/16”) fillets and rounds.

Dimensioned Views

Use the following graphics, the part Angled Base and the simplified configuration to create the drawing.

Front View

Do

View A (Aligned and Rotated)

132

Exercise 9



Bottom View

Right View

Section B-B

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Isometric View and Notes

Exercise 9

133



Lesson 4 Adding Annotations

Upon successful completion of this lesson, you will be able to: Set the options for annotations.

Q

Create annotations and symbols.

Q

Align annotations to each other.

Q

Add layers to the drawing.

Q

Create additional drawing sheets.

Do

Q

135

Lesson 4


Do


Adding Annotations

136



Adding Annotations

Annotations are symbols used to enhance the drawing by providing additional information for manufacturing and assembly.

Lesson Topics

Each of these topics comprises a section in the lesson. Common annotation settings such as arrowheads and fonts

Q

Aligning annotations

Q

Layer properties such as color, line font, and thickness

Q

Adding new drawing sheets


Annotation Types

Q

Many types of annotations are available in SolidWorks. The most general type, the Note, is representative of the characteristics annotations posses. Most annotations have text, leaders, arrowheads and included symbols. The user-defined annotation block can be used to create custom symbols. Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q

Annotations have many common characteristics. These include leaders, arrowheads, font, and how the leaders are attached. These common characteristics are explained in the following table. The unique characteristics of each type of annotation are explained in the detailed tables for each annotation.

Do

Common Characteristics of Annotations

Leader

Notes Weld Symbols Weld Bead Caterpillars Weld End Treatments Geometric Tolerance Symbol Surface Finish Symbols Multi-jog Leaders Hole Callouts Datum Feature Symbols Datum Target Symbols Dowel Pin Symbols Cosmetic Threads Balloons Stacked Balloons Revision Symbols Blocks

Leaders

with the

Straight Leader

option creates a leader with no bend in it.

Adding Annotations

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Lesson 4


Adding Annotations

Using the No Leader option removes the leader entirely.


The Bent Leader option creates a small horizontal bend in the leader.

The Leader Left option forces the leader to run from the left side rather than the default Leader Right .

puts the leader on the left or right, whichever is closest to the attachment point. Leader Nearest

Annotation Favorites

Several annotations (Notes, Weld Symbols, Surface Finish Symbols and Geometric Tolerance Symbols) include the Favorites group box. With annotations, they can be used to repeat commonly used symbols. Favorites can be used globally through the Design Library.

Create the annotation, select it and click Add

and name it. In this example it a

Do

Favorite

note.

138

Annotation Types



Click Save Favorite and save the favorite as a note favorite (*.sldnotefvt) to the sldworks\data\design library\annotations folder. Open the annotations folder of the design library to see it. Blocks can also be added to this folder.


It is accessible to all drawings using drag and drop.

Arrowheads

Use Tools, Options, Document Properties, Detailing, Arrows to set the Size of the Arrows.

Select the type of arrow displayed where the leader is attached to the geometry.

The default for an Edge or Vertex is the solid arrow.

Do

The default for a Face selection is a dot.

Annotation Properties

The Properties dialog is used for editing annotations. Access the properties by clicking the annotation, right-clicking the annotation and selecting Properties....

Annotation Types

If multiple types of annotations are selected, the allowable changes are limited to those properties common to all the selected types.

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Adding Annotations

Annotation Font


The font used for each type of annotation can be set using Tools, Options, Document Properties, Detailing, Annotations Font.

Moving the Attachment

The attachment point of most annotations can be changed. Select the annotation, and drag the endpoint of the leader to a different attachment point.

Multiple Leaders

Do

Although most annotations are created with a single leader, additional leaders can be added. Hold Ctrl and drag an endpoint and drop it on a vertex, edge or face. The copied endpoint creates another leader.

To remove a leader, select the symbol, click on the endpoint and press the Delete key.

140

Annotation Types



Copy and Paste Annotations can be copied and pasted, then edited and re-attached. To copy, select the

Edit, Paste, the Paste Ctrl+V.

icon, or pressing


symbol and click Edit, Copy, the Copy icon, or press Ctrl+C.

Click on the sheet and paste it by clicking

You can also hold Ctrl and drag a symbol. When it is dropped, a copy is made.

The copy can be edited and re-attached.

Selection

Annotations can be selected by any visible geometry. This includes the text/symbol, leader or extension/dimension lines.

Formatting Toolbar

Do

The Formatting toolbar is an interactive menu that allows you to change the font, size, style, and justification of Notes, Balloons, Hole Callouts or Geometric Tolerance Symbols.

Colors of annotations and dimensions are controlled in Tools, Options, System Options, Colors. You can set custom colors for:

Color Q Q Q Q Q Q Q

Annotation Types

Annotations, Imported (Driving) Annotations, Non Imported (Driven) Dimensions, Imported (Driving) Dimensions, Non Imported (Driven) Dimensions, Dangling Dimensions, Not Marked for Drawing Dimensions, Controlled by Design Table

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Lesson 4


Adding Annotations

Hiding and Showing This method can be used ti hide symbols, tables, centerlines and center marks.

Where to Find It Q Click View, Hide/Show Annotations. Q Q

Or on the Drawing toolbar, click Or right-click and select Hide.

.

Notes

Click and select one or more hidden annotations to show them.


Click and select one or more annotations to hide them.

Notes are used to add text and labels to drawings. The Flag Notes

symbol library can be used within the text stream. Flag Notes

Circle 1-99

Circle A-Z

Flag TriRot 1-99

Square 199

Square AZ

Square/ Circle 1-99

Square/ Circle A-Z

Circle 1.99.

Note: Each of the others has a similar dot “.” option.

Triangle 199

Triangle AZ

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Other symbols can be added in the same fashion through the Add

Symbol button

. See other symbol libraries on the following pages

of this lesson.

Where to Find It Q Click Insert, Annotations, Note.... Q Q

142

Or on the Annotations toolbar, click . Or right-click and select Annotations, Note....

Notes



Click Note

on the Annotations toolbar.

If the note has a leader, click first to select the attachment point for the leader. Click again to place the note. The Formatting toolbar appears above the note text. See page 141 for more information.


Type the note text. Press Enter to add a new line below the current one. Click OK.

You can add additional notes by clicking other attachment points prior to clicking OK.

Using Formatting

Formatting can be used to set font attributes (type, size, bold) and multiple line options (bullets, numbering, indents) for selected characters.

Do

Select a character.

Notes

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Lesson 4


Adding Annotations

formatting.


Click Bold

Use multiple line formatting with notes. Add a note and type Notes: followed by Enter. Click and continue typing All fillets and rounds 1/8”.

Each additional Enter adds another numbered line.

Select the numbered text and click change the numbers to bullets.

to

Select the 1/8 text and click Stack Note .

Do

Set the Stack Note dialog as shown.

Parametric Note

144

Notes




Select the stack note text. Click on a dimension to add its value as text in the note.

The note will change if the dimension value is changed. The dimension can then be hidden using View, Hide/Show Annotations.

Symbols in Notes

Annotations (geometric tolerance, surface finish or datum) can be added to the text of the note. Position the cursor where the symbol goes and click one of the three symbol options.

Do

Set the values for the symbol and click OK to add the symbol and continue the note text.

Notes

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Lesson 4


Adding Annotations

Multiple Leaders with Notes


Select the arrowhead of the note. Hold down Ctrl and drag the arrowhead to another attachment point.

You can add as many attachments as needed.

Do

Moving the text stretches the leaders.

146

Notes




To delete a leader, click on the arrowhead and press the Delete key.

Note Options

Use the Left Align option (Formatting toolbar) to align the text on the left.

option to align the

Do

Use the Right Align text on the right.

Notes

147

Lesson 4

Adding Annotations



Rotate the text using the Angle option.

The default Border around the text is None. Choose a different style from the list.

The Size can be Tight Fit or a fixed number of characters from 1 to 5.

For examples of all available Borders, see Balloons on page 179.

Add a hyperlink to the note using the Insert button. Hyperlink

The entire note becomes a hyperlink.

Do

Underlining is not automatic but it can be added through the Font button.

148

Notes



Use the Add Symbol button to access the Symbol libraries and add them to the string of text.


All symbol libraries are available.

Use the Link to Property button to access properties of the drawing or components and add them to the string of text. Only properties added to parts and assemblies are available.

Do

For more information see Linking Notes to Properties on page 230.

Notes

149

Lesson 4


Adding Annotations

Weld Symbols

The Weld Symbol is used to add weld symbols to vertices, edges or faces of parts, assemblies and drawings. SolidWorks supports ANSI, ISO, and GOST weld symbol libraries. ANSI Weld Symbol Library

Meaning

Symbol

Scarf

Symbol

Meaning

Symbol

V Groove

Meaning

Symbol

Bevel


Square

Meaning

U Groove

J Groove

Flare-V

FlareBevel

Fillet

Plug or Slot

Stud

Spot or Projection

Seam

Back Fill

Surfacing

FlangeEdge

FlangeCorner

Consuma ble Insert

Melt Through

Finishing Method

Chipping

Grinding

Rolling

Unspecified

Hammering

Machining

Contours

Do

None

Flat

Convex

Joint with Spacer

Double V Groove

Double Bevel Groove

Double U Groove

Double J Groove

Double Flare V

Double Flare Bevel

150

Concave

Weld Symbols



Where to Find It Q

Q

Q

Click the Weld Symbol tool on the Annotations toolbar. Click Insert, Annotations, Weld Symbol.... Or right-click and select Annotations, Weld Symbol....


Use the lower Weld Symbol button to select a symbol for a “this side” weld. Type a Size value in the field to the left of the button.

See ANSI Weld Symbol Library on page 150. Type a Pitch value in the field to the right of the weld symbol button.

Format is usually Length-Pitch.

Do

Add the Root opening value beneath the symbol.

Weld Symbols

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Lesson 4

Adding Annotations



Set the Groove angle. Degree symbols are added automatically.

Select the Groove angle to be Inside the symbol.

Select the Root opening to be attached by Arrow to the symbol.

Do

Use a Finishing method with the symbol.

See Finishing Method on page 150.

152

Weld Symbols



Add a 2nd fillet to the existing symbol (FlareBevel).


Available for Square, Bevel, J Groove and Flare-Bevel only.

Add size and pitch values to the 2nd fillet. The first symbol is a Square weld.

Turn off the symbol above or below the symbol by selecting .

Do

Use the Weld Symbol... button above the line to create the “other side” weld.

Weld Symbols

153

Lesson 4

Adding Annotations


Click Around to create a circle at the bend in the weld line.


Check Field/Site to add the “flag” symbol at the bend in the weld line.

Select the lower Field/Site to point the flag down.

Use the Specification process to add lines of notes in the tail of the weld.

Do

You can add as many lines as you want.

154

Weld Symbols




Use a Joint with spacer (Double Flare V Spacer) symbol to replace the current symbol.

See Joint with Spacer on page 150.

Weld beads added to assemblies or weldments also add a weld symbol. The symbol can be added to the drawing using Insert, Model Items....

Do

Weld Bead Caterpillars

You can use the Caterpillar symbol to represent the position and length of a weld bead on a drawing. The symbol is made up of repeated circular or linear shapes along and edge.

Where to Find It Q Click Insert, Annotations, Caterpillar. Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Caterpillar.


Tip

Adding the caterpillar symbol does not add a weld symbol or weld bead geometry. For more information on edge selection, see Hide/Show Edges on page 88.

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Lesson 4

Adding Annotations



The default Caterpillar on a selected edge is Bead length Full Length with a Bead size of 0.125”. The caterpillar shape is Circular and caterpillar position is Middle.

Using Reverse direction flips the symbols.

Do

Use Hide selected edge(s) to remove the display of the attachment edge(s).

156





The Caterpillar shape can be changed to Linear, a pattern of angled lines.

The Caterpillar position can be changed to Up or Down. This puts the symbol on one side of the edge or the other.

The Intermittent bead type creates a series of smaller beads along an edge. The Bead length and Bead pitch are used to set the spacing.

Do

The dimensions can be viewed using Display dimensions.

The starting end can also be reversed using Flip start point.


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Lesson 4


Adding Annotations

The Trimming Edges option is used to “cut” the symbol at selected edges.


In this example, the red edges are the Trimming edges.

Weld End Treatment

You can use the End Treatment symbol to represent the end view (section) of a weld bead on a drawing.

Where to Find It Q Click Insert, Annotations, End Treatment. Q Q

Tip

Adding the End Treatment symbol does not add a weld symbol or weld bead geometry.

Or on the Annotations toolbar, click . Or right-click and select Annotations, End Treatment.

Do

The default End Treatment requires selection of two adjacent edges. The symbol is placed at the intersection of the edges. The ANSI type uses Bead leg lengths (optionally Equal leg length) and solid fill.

158

Weld End Treatment




Click on a “side” to determine the orientation of the symbol.

Clearing the Use solid fill option gives a line representation.

Do

Show the dimensions using Display dimensions. Changes to the dimensions change the symbol.

Weld End Treatment

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Lesson 4


Adding Annotations

Geometric Tolerance Symbol

The Geometric Tolerance Symbol is used to add geometric tolerances using feature control frames to parts and drawings. The dialog uses logic to avoid pairing symbols that are incompatible. SolidWorks supports ANSI Y14.5 Geometric and True Position Tolerancing. Geometric Tolerancing Symbols Between

Circularity


Angularity Concentricity/ Coaxiality

Cylindricity

Flatness

Profile of any line

Parallelism

Perpendicularity

Position

Profile of any surface

Simple runout

Simple runout (open)

Straightness

Symmetry

Total runout

Total runout (open)

Modifying Symbols Degree

Diameter

Regardless of Feature Size(S)

Free State (F)

Least Material Condition

Maximum Material Condition

Project Tol Zone

Encompassing

Plus/Minus

Tangent Plane

Slope (Up)

Slope (Down)

Slope (Inverted Down)

Slope (Inverted Up)

Do

CenterLine

160




Square

Square (BS)

Statistical

Flattened Length

Parting Line

Spherical Diameter

Q Q

Tip

Geometric Tolerance Favorites can be created. See see Annotation Favorites on page 138 for more information.


Where to Find It Q Click Insert, Annotations, Geometric Tolerance....

Or on the Annotations toolbar, click . Or right-click and select Annotations, Geometric Tolerance....

Select a model edge and then click the Geometric Tolerance icon

.

Select Straightness from the Symbol dropdown. Add the text .003 in the Tolerance 1 field and click OK.

Select Position from the Symbol dropdown. Click

to add the diameter symbol. Type

.010 and click for Maximum Material Condition. Type datums A and B.

Do

When Geometric Tolerance symbols with leaders are attached to circles and diameters, you can drag the frame and the leader will snap to a radial position.


161

Lesson 4

Adding Annotations



Select Position for both the top and bottom frames. Select Composite frame to combine them into a single symbol.

Set as many frames as needed using the Frames spin box to move between frames. In this example, frame 2 is being set.

Only 2 frames can be seen in the dialog box at any time.

To attach a geometric tolerance symbol to a dimension, drag and drop it onto a dimension. Moving the symbol after attachment can place it outside the dimension, above or below.

Hold down the Shift key and drag the attached geometric tolerance symbol to detach it. Hold down the Ctrl key and drag the attached geometric tolerance symbol to create an unattached copy.

Do

Use Between two points to add an arrow symbol between two text labels.

162




For Projected tolerance zone set the Height and to add those symbols to the frame.

You can specify the surface texture of a part face by using a surface finish symbol. You select a model surface, then define a symbol that specifies the values and options for the finish that you want. You can select the face in a part, assembly, or drawing document.


Surface Finish Symbols


Basic

Machining Required

Machining Prohibited

JIS Basic

JIS Machining Required

JIS Machining Prohibited

JIS All Around

JIS Surface Textures

Applied to JIS Basic and JIS Grind only.

JIS Surface Texture 2

JIS Surface Texture 3

JIS Surface Texture 1 JIS Surface Texture 4

Direction of Lay

Crossed

Multi-Directional

Parallel

Perpendicular

Radial

Do

Circular

Particulate


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Lesson 4


Adding Annotations

Where to Find It Q Click Insert, Annotations, Surface Finish Symbol.... Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Surface Finish Symbol....

Tip

The Surface Finish Symbol orients itself with respect to the angle of the attachment edge. Surface Finish Favorites can be created. See see Annotation Favorites on page 138 for more information.


The Surface Finish Symbol is formed by the combination of the Symbol and the Lay Direction or direction of lay. The illustration at the right shows the Basic symbol with None as direction of lay.

The illustration at the right shows the Machining Required symbol with no direction of lay.

Do

The illustration at the right shows the Machining Required symbol with Crossed direction of lay.

164





The Machining Prohibited symbol with no direction of lay.

Roughness and Material Removal Allowance settings

add text in predefined locations around the symbol.

The other fields, Production Method/Treatment, Sampling Length, and Other Roughness Values, can be used to add text in predefined locations around the symbol.

Do

The JIS Basic and JIS Machining Required symbols include surface texture suboptions. JIS Surface Texture 3 is added to the JIS Machining Required.


165

Lesson 4


Adding Annotations


The JIS Machining Prohibited symbol.

Multi-jog Leaders

You can use the Multi-jog Leader to create leaders with as many bends as required, or to create simple arrows. The multi-jog leaders can be attached to Notes, Surface Finish Symbols, Geometric Tolerance Symbols, Weld Symbols, or Balloons as they are created or added to annotations after the fact.

Where to Find It Q Click Insert, Annotations, Multi-jog Leaders. Q Q

Tip

The leader segments snap to horizontal and vertical as you locate them.

Or on the Annotations toolbar, click . Or right-click and select Annotations, Multi-jog Leaders.

1. Start a Multi-jog Leader anywhere on a

drawing sheet, at a dock point on an annotation, or at a point on a sketch entity. 2. Move the pointer and click in the graphics area for each jog point. 3. Complete the leader by clicking an entity such as an edge, or double-click the drawing sheet.

Do

When a leader is not attached to an entity, the arrow at the endpoint follows the Unattached option in Tools, Options, Document Properties, Arrows.

Right-click an endpoint (the cursor changes to when it is over an endpoint) and select an arrowhead style from the menu.

166

Multi-jog Leaders



Connect the leader segment to the Dock Point on the annotation.


If the first segment of the leader is not horizontal, you can add a horizontal segment. Right-click the segment of the leader and select Add Horizontal Bent.

Right-click a jog point (bend) in the leader and select Insert New Branch. Click the new arrowhead position.

Do

Right-click a segment and select Add Jog Point. The new jog point is added at the midpoint of the segment and can be dragged.

Multi-jog Leaders

167

Lesson 4


Adding Annotations

Hole Callouts

The Hole Callout tool is used to add driven diameter dimensions to holes created by the Hole Wizard or circular cut features.

Where to Find It Q Click Insert, Annotations, Hole Callout.... Q

The Hole Callout is a driven dimension and displays the current size of the hole. Note

The axis of the hole must be normal to the drawing sheet.


Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Hole Callout....

Tip

Click Hole Callout on the Annotations toolbar, or click Insert, Annotations, Hole Callout. Click the edge of a hole.

By default hole callouts attached to Hole Wizard holes are defined by the hole’s properties.

To toggle between Hole Wizard and geometry definitions: 1. Right-click the hole callout and select

Display Options, Define by Geometry.

2. To return to the Hole Wizard definition, right-click the hole callout and select Display Options, Define by Hole Wizard.

Only callouts attached to Hole Wizard holes will offer this option.

Do

The Display Options of the dimension can be set to Display as Diameter, Display as Radial, Display as Linear, Show Parentheses or Show as Inspection.

168

Hole Callouts




A Cut feature representing a hole can also be used. The cut feature must contain a circular sketch.

Changes to the hole or cut are reflected in the callout.

The Hole Callout format can be modified by editing the hole callout format definition file found in the lang\ folder of the SolidWorks installation directory. The file is named calloutformat.txt. A second file, calloutformat_2.txt, is a simplified version. You can edit either file. If you want to use the second file, you must rename the file to calloutformat.txt, which is the file name the SolidWorks software references. You can set the location of the default folder for Hole Callout Format File in Tools, Options, System Options, File Locations.

Do

* (c)2002 Solidworks Corp. * Hole Wizard Callout Format Definition File * Created: July 4, 2002 ** * delimiter ; breaks format into callout line 1; dimtext line 2; and callout line 3 or more as needed * \ character indicates continuation of callout to next line, * character indicates comment line * additional editing related comments are at the bottom of this file. ** ** *********************************************************************************************** [ANSI INCH] ** COUNTERBORED HOLES ** COUNTERBORE-BLIND=<MOD-DIAM> ;\ <MOD-DIAM>

Hole Callouts

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Lesson 4


Adding Annotations

Using the code of the symbol library, symbols can be positioned and ordered in the definition of each hole wizard type. For example, <MOD-DIAM> creates a diameter symbol. The end of the file contains text descriptions of the variables. See the sample at the right.

variables are as follows: DESCRIPTION* Type Standard Fastener Type Fastener Size Counterbore Depth Counterbore Diameter Counterdrill Angle Counterdrill Depth Counterdrill Diameter Countersink Angle


For more information on symbol libraries, see Modifying Symbols on page 160.

*Valid Hole Wizard *VARIABLE * * * * * * * * * * *

To use the definition file, locate the type of hole you want. Below is the definition of a countersunk through hole.

COUNTERSINK-THRU=<MOD-DIAM> ;\ <MOD-DIAM> X

Modify the definition. In this example, the text C’SINK and a space are added before the <MOD-DIAM> symbol. COUNTERSINK-THRU=C'SINK <MOD-DIAM> ;\ <MOD-DIAM> X

Tolerance/Precision can be added to Hole

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Callouts.

Datum Feature Symbols

170

Datum Feature Symbols can be added to a drawing view on a surface

that appears as an edge (including silhouettes) to identify datums planes in the part.




Where to Find It Q Click Insert, Annotations, Datum Feature Symbol.... Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Datum Feature Symbol....

Tip

The termination point of the Datum Feature Symbol is either a filled triangle, empty triangle or filled rectangle.


The default symbol uses Display with filled triangle as the attachment point.

The attachment (the filled triangle) bends with the angle of the drawing edge. Set the option Display datums per 1982 in Tools, Options, Document Properties, Detailing to create symbols in the older

standard.

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The Display With Shoulder options add a short horizontal bend. The symbol can be dragged along the attachment edge. An extension line follows the symbol off the edge.


171

Lesson 4

Adding Annotations



The shoulder bend is always horizontal or vertical based on the attachment edge.

Use the Label field to change the name of the datum.

When the symbol is added to a circular edge, Display With Shoulder is automatically turned on. The Empty Triangle With Shoulder is used here.

Datum Features Symbols can be dragged and dropped onto existing Geometric Tolerance frames.

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The Datum display type can be set to: Default document style, Square or Round (GB).

172




Datum Target Symbols

Add a Datum Target Symbol to a position or area (rectangular, square or circular) on the drawing view.

Where to Find It Q Click Insert, Annotations, Datum Target.... Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Datum Target....

The target shape can be a Point , or a Rectangle

, Circle

.


Q

Note

Click the Target Symbol button

and the

X Target Area button

. Select an edge followed by a symbol location.

Using Target Symbol With Area Size Outside

creates a leader to the balloon.

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Multiple Datum Reference(s) can be added to create up to three balloons.

The Datum Reference appears in the lower half of the balloon.


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Adding Annotations



Click to create a Circular Target Area. The target area is crosshatched.

The value in the first field (2 in this example) controls the diameter of the target area circle.

Click to create a rectangular Target area. The value in the first field (1 in this example) controls the width of the rectangle. The second field controls the height.

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Use the Leader settings to control bends, fonted leaders and arrowhead styles.

174




Dowel Pin Symbols

Dowel Pin Symbols can be added to any circular edge, circle or arc.

Where to Find It Q Click Insert, Annotations, Dowel Pin Symbol. Q

The symbol conforms to the size of the selected hole.

Or on the Annotations toolbar, click . Or right-click and select Annotations, Dowel Pin Symbol.


Q

Tip

Insert Dowel Pins onto circular (circle or arc) edges.

Use Flip symbol to mirror the symbol.

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You can also right-click the symbol after creation and select Flip Symbol.

Dowel Pin Symbols

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Lesson 4


Adding Annotations

Area Hatch/Fill

Area Hatch/Fill is used to add hatching within boundaries that do not receive automatic hatching. The boundary can be a face or closed sketch contour. The hatching can be true Hatch or Solid.

Where to Find It Q Click Insert, Annotations, Area Hatch/Fill. Q

Or on the Annotations toolbar, click

Tip

.

Sections, Aligned Sections and Broken Out views hatch automatically and do not require Area Hatch.


Select multiple faces or closed sketch profiles as a Boundary in a drawing view.

Fill the faces with Hatch, Solid or None.

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Fill a Region that is described by model edges and/or sketch geometry.

176

Area Hatch/Fill




Annotations or dimensions placed over hatch generate a halo around the text for better visibility.

If changes are made to the boundary, rightclick the hatch and choose Recreate Area Hatch.

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Cosmetic Threads

Cosmetic Threads

The Cosmetic Thread is used to describe the attributes of a specific hole without having to add real threads to the model. It represents the minor diameter of a thread on a boss or the major diameter of a thread on a hole and can include a hole callout. The cosmetic thread can be applied at the part or drawing level. Either way, a cosmetic thread differs from other annotations in that it is an absorbed feature of the item to which it is attached. For example, the cosmetic thread on a hole is in the FeatureManager design tree as Thread1 under the Hole feature, along with the sketches used to create the hole.

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Lesson 4


Adding Annotations

Where to Find It Q Click Insert, Annotations, Cosmetic Thread.... Q Q

Note

You must preselect the edge.

Or on the Annotations toolbar, click . Or right-click and select Annotations, Cosmetic Thread....

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Select a circular edge. Select an option for End Condition, Depth, and Minor Diameter and optionally a Thread Callout.

178

Cosmetic Threads



Balloons

The Balloon symbol is used to label Item Numbers from the Bill of Materials as notes on the drawing. Balloon Style Circular


None

Triangle

Hexagon

Box

Diamond

Pentagon

Circular Split Line

Flag - Five Sided

Flag - Triangle

Underline

Balloon Size

1 Character

2 Characters

3 Characters

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Tight Fit

4 Characters

Balloons

5 Characters

179

Lesson 4


Adding Annotations

Where to Find It Q Click Insert, Annotations, Balloon.... Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Balloon....

Tip

By using the Circular Split Line style, both the Item Number and Quantity of a component can be read into the balloon.

In Tools, Options,


Document Properties, Detailing, Balloons set the default Style, Size and Balloon text information.

The settings can be overridden in the PropertyManager.

Quantity or Item Number can be set as the top and bottom positions of the balloon.

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The Custom setting allows user-defined text in the top or bottom of a split balloon.

180

Balloons



Auto Balloons

Auto Balloon is used to automatically generate balloons in a drawing

view. There are several layout styles available. Where to Find It Q Click Insert, Annotations, Auto Balloon.... Q

Or on the Annotations toolbar, click

Tip

For information on the Style and Size options, see Balloons on page 179. .

Select a view to apply auto balloons.


Once added, the balloons can be edited individually or as a selected group.

In Tools, Options,



If Ignore multiple instances is cleared, one balloon is created for each instance of a component.

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Set the Auto Balloon Layout to Square.

Auto Balloons

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Lesson 4


Adding Annotations

While the command is active, the Balloon Layout can be changed.

.


Using Layout Balloons to Circular

Using Layout Balloons to Top

.

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Using Layout Balloons to Bottom

.

182

Auto Balloons



.


Using Layout balloons to Left

Using Layout Balloons to Right

.

Return to the Layout Balloons to Circular

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and drag one balloon to change the circular “diameter” of the set.

Auto Balloons

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Lesson 4


Adding Annotations


After the command is completed, the balloons can be selected and changed individually or as a group.

Stacked Balloons

Stacked Balloons combine multiple balloons on a single leader. The balloons are stacked with each successive component selection.

Where to Find It Q Click Insert, Annotations, Stacked Balloon.... Q Q

Or on the Annotations toolbar, click . Or right-click and select Annotations, Stacked Balloon....

Tip

For information on the Style and Size options, see Balloons on page 179.

The order you select the components determines the order the balloons are stacked.

In Tools, Options,


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Using Stack Right

184

.

Stacked Balloons



.


Using Stack Left

Using Stack Down

Using Stack Up

.

.

Arrows and Leaders can be set for bends and

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so on.

Stacked Balloons

185

Lesson 4


Adding Annotations


If the Balloons per line setting is exceeded, the stacked is wrapped to the stack side (Stack Right in this example).

To add another balloon to the stack, rightclick the stack and choose Add to Stack.

Select additional components to add to the stack.

Select a balloon on the stack and press Delete to remove it. The rest of the balloons are repositioned.

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Revision Symbols

Revision Symbols create notes with borders set by the Revision Table (see Revision Table on page 365). The current revision number/

letter is used.

Where to Find It Q Click Insert, Annotations, Revision Symbol.... Q Q

186

Or on the Annotations toolbar, click . Or right-click and select Annotations, Revision Symbol....

Tip

For information on the Style and Size options, see Balloons on page 179. For information on the Text Format options, see Notes on page 142. A Revision Table on the current sheet is required for use of this command.

Revision Symbols



The standard Revision Symbol uses the table’s settings for Revision Symbol Shape and the current revision number/letter in a note format.

The symbol can be placed anywhere, like a note.


7

Leaders are optional, no leader by default.

Blocks

You can create, save, edit, and insert Blocks for drawing items that you use often, such as standard notes, label positions, and so on.

Where to Find It Q Click Tools, Block, New....

Note

Blocks can include text, any type of sketch entity (except points), balloons (except stacked balloons), imported entities and text, and area hatch. You can attach block to geometry or drawing views.

Blocks are a convenient way to add drawing

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notes to a drawing sheet.

They can also be used to create specialized symbols that are not found in the standard SolidWorks annotations.

Note favorites (see Annotation Favorites on page 138) can also be used for this purpose.

Blocks

187

Lesson 4

Adding Annotations


Click Tools, Block, New.... In the new drawing, sketch the geometry (including notes) that make up the block. Blocks have a Base Point . When you insert or paste a block, the block instance is located so that its base point is at the insertion point. Block instances are scaled and rotated about their base points.


Do not click OK until the sketching is done. Enter a name for the block, 3RD ANGLE in this example.

Click OK to create the block. The block is stored in the drawing in the Blocks folder.

Attribute names can be added to notes within a block. Select the note and type the Tag name. Select Read only to prevent changes

to the text.

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Attribute names that are not read only can be changed for each instance.

188

Blocks



Note

To add attributes to the text in a block, you have to either: Q

Q

Add the attributes while you are creating the block. Right-click an existing block instance, select Edit Definition, and add the attributes.


To use the block in any drawing, right-click the block and select Save to File. Save the block to a *.sldblk file. To use it in the design library, save it to the design library annotations folder. See Annotation Favorites on page 138 for more information.

Where to Find It Q Click Insert, Annotations, Block.... Q

Q

Do

Q

Or right-click the block and select Insert.... Or drag the Block icon from the FeatureManager and drop it into the drawing. Or drag the Block icon from the annotations folder of the design library.

Blocks

189

Lesson 4


Adding Annotations

Add a Block instance to the drawing.


If the block has been added to the design library, drag and drop it into the drawing.

Note

You can insert files with extensions .sldblk, .sldsym, .dwg, and .dxf.

If the block has not been added to the design library, click Insert, Annotations, Block. Under Definition, do one of the following: Q

Q

Select a block Name from the list of blocks in the drawing document. Or click Browse... to select an external file that contains a block definition.

When you insert or paste a block, the block instance is located so that its Base Point is at the insertion point. Use sketch inferencing to locate the blocks relative to one another and drawing geometry.

Do

Scale the display with the Block Scale, a factor of the original block size. Block instances are scaled about their base points.

190

Blocks



Set the angle of the block with Block Rotation. A positive value rotates the block counterclockwise. Block instances are rotated about their base points.


After insertion, blocks can be inferenced to vertices and sketch geometry.

Arrows and leaders can be added to the block. Click Display leader and optionally Bent leader.

Block leaders have an anchor point (the end anchored to the block) and an attachment point (the end attached to the model or drawing sheet). When you add a leader to a block instance it is anchored to the base point by default. You can drag the leader anchor point anywhere within the block. Select a block instance and the Text Display controls how the notes in a block are shown.

Normal display shows all visible notes in the

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block.

All shows all notes regardless of the settings

on the notes.

None makes all notes invisible.

Blocks

191

Lesson 4


Adding Annotations

If Attribute names were included in the block’s definition, you can access them after the block is inserted.


Select a block instance and click the Attributes button to set the attribute value. You cannot change the value of any marked as Read only.

Where to Find It Q

On the Tools menu click Block, Make.

To create a block from geometry in a standard drawing, select the geometry and click Tools, Block, Make. A local block is created.

Alignment

The Alignment options are used for aligning selected groups of annotations and dimensions.

Where to Find It Q Click Tools, Align Annotations, and

select an option. Or on the Align toolbar click a tool. Or select the annotations, right-click and select Align, and select an option.

Do Q Q

192

Tip

Select multiple annotations by drag-selecting the items or by holding down Ctrl while selecting the items.

Alignment




Use Align Top to align all selections to the one furthest to the top.

Use Align Bottom to align all selections to the one furthest to the bottom.

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Use Align Left to align all selections to the one furthest to the left.

Alignment

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Lesson 4

Adding Annotations



Use Align Right to align all selections to the one furthest to the right.

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Use Space Evenly Across to space all selections evenly in the horizontal.

This option does not align to topmost or lowermost.

194

Alignment




Use Space Evenly Down to space all selections evenly in the vertical.

This option does not align to rightmost or leftmost.

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Use Align Horizontal to locate the centers of the annotations along a horizontal axis.

Alignment

195

Lesson 4

Adding Annotations



Use Align Vertical to locate the centers of the annotations along a vertical axis.

Use Space Tightly Across to locate the centers closely along a horizontal path.

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Use Space Tightly Down to locate the centers closely along a vertical path.

196

Alignment



Grouping

The Group options are used to create groups of annotations and ungroup them. Grouped annotations move together.

Where to Find It Q Click Tools, Align, Group and select Group or Ungroup. Q

Or on the Align toolbar click or . Or select the annotations, right-click and select Group, and select an option.

Select 2 or more annotations and click Group .

Select multiple annotations by drag-selecting the items or by holding down Ctrl while selecting the items.


Q

Tip

Selecting one member of the group displays it with green handles the rest with red handles.

Moving one member of the group moves them all.

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Also, deleting a member of the group deletes them all.

Grouping

197

Lesson 4


Adding Annotations


To remove a member from the group, rightclick it and select Group, Remove from groups. The rest of the members remain with the group.

Select a member of the group and click Ungroup

to disband the group into

individuals.

Layer Properties

Layer Properties can be used to assign visibility, color, line thickness and line color to annotations and assembly components in a drawing.

Where to Find It

Tip

Q

On the Layer toolbar click the Layer

Q

tool. Or on the Line Format toolbar, click Properties

the Layer Properties

Layers can also be used with dimensions, area hatch, detail circles, section lines and annotations.

tool.

Click the Layer Properties tool Layers dialog box opens.

. The

Click the New button. Fill in the Name (the default is Layer1) and Description fields.

Do

Use the On/Off toggle to make the layer visible or invisible . Assign the Color, Style, or Thickness.

198

Layer Properties



Create as many layers as you want. Use Delete to remove existing layers. Use Move to change the layer of selected geometry.


To move dimensions or annotations to another layer, select the geometry, the layer to move to, and click Move on the Layers dialog box. You can also select the geometry and select the layer name on the Layer toolbar.

The arrow symbol indicates the active layer. The active layer is also displayed on the Layer toolbar

.

Do

If more than one layer exists, doubleclicking the Name makes it the active layer.

Layer Properties

199

Lesson 4


Adding Annotations

Procedure: Adding Annotations

Annotations can be added to the sheet or attached to vertices, edges or faces of model geometry in views. 1

Attach a note to edge.


Select the model edge and add a Note.

2

Parametric note.

Type Pattern of followed by a space as the note text. Click on the integer dimension 4 (number of instances in a pattern) to make the note parametric. Click OK.

3

Hide dimension.

Hide the dimension using View, Hide/ Show Annotations.

Do

4

repeat the procedure to create another parametric note.

5

200

Repeat procedure. Using the 6 dimension in DETAIL A,

Note without leader. Add a Note using the Centerline symbol and no leader.

Layer Properties


Lesson 4


Adding Annotations

6

Copy and paste the note.

Modify the text and place it as shown.

Datum Feature Symbol. Add Datum Feature Symbols to edges in two views.

Do

7

Layer Properties

201

Lesson 4


Adding Annotations

8

Change dimension properties.

Change the linear dimension (Ø63) so that it displays as a Diameter dimension.


Click Break Dimension Lines for the dimension.

9

Add Geometric Tolerance Symbol. Add a Geometric Tolerance Symbol without a leader.

Do

10 Attach symbol to dimension. Drag the Geometric Tolerance Symbol onto the dimension.

202

Layer Properties



11 New drawing sheet. Right-click Add Sheet... to add a new drawing sheet. Using Properties, set the to Name Details & Sections and a Scale of 2:1 for the


views.

The new sheet becomes the active sheet.

12 Activate Sheet1.

Activate the original drawing sheet, Sheet1, by clicking the drawing name tab at the bottom of the drawing window.

13 Drag and drop drawing view.

Do

Drag Detail View B (4 : 1) onto Details & Sections.

Layer Properties

203

Lesson 4


Adding Annotations

14 Move other views.


Move the other detail and section views to the Details & Sections drawing sheet.

15 Views on new drawing.

When all the detail and section views have been moved to the Details & Sections sheet, activate the sheet.

16 Move views.

Move the detail and section views on the drawing.

Do

Align the text of the view labels.

204

Layer Properties


Lesson 4


Adding Annotations

17 Save and close.

Do

This drawing will be used in the next lesson.

Layer Properties

205


Exercise 10: Annotations

Create these annotations using the descriptions provided. This lab uses the following skills: Q

View definition.

Q

Notes. Geometric Tolerances.

no Pr t c e-R op e y o lea r d se ist rib ut e Q

Q Q

Datums.

Dimension properties.

Units: millimeters

Procedure

Use the following procedure as a guide to create the drawing sheet shown.

1

Open a part.

Open the part ANNOTATIONS_1.

2

Create a new drawing.

Open a drawing and name it annotations. Use a A-size landscape sheet with no template. Set the scale to 1:2.

3

Front and right views.

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The drawing should have two views of the part, a front and right.

Exercise 10

207


4

Model dimensions.


Into the front view add all the Dimensions of the feature Cut-Extrude1. Add the Dimensions and Instance/ Revolution counts of the feature CirPattern1 as well. Three dimensions are added to the view.

5

Dimension changes.

Change the properties of dimensions to add tolerances, basic, text and precision changes. Note that the basic option is listed as a tolerance.

6

Show a sketch.

Show the sketch used with the hole pattern.

7

Add a note.

Insert a note that uses the number of copies and hole diameter dimensions in it.

Do

The text of the note is:

208

Note- Holes 10mm bore to (diameter)mm drill typical (copies) places. The finished note should be placed beneath the front view.

Exercise 10


8

Change.

Change the hole diameter and number of holes. Rebuild the model. Hide the 6 copies dimension. 9

Composite geometric tolerance.

Do


Create a geometric tolerance with a composite frame. Build the upper and lower frames and combine them with Composite frame.

10 Attach geometric tolerance.

Attach the geometric tolerance to the hole diameter dimension.

Exercise 10

209


11 Right view.

Complete the right view using a driving dimension, a geometric tolerance, and a datum.

Do


12 Save and close the file.

210

Exercise 10


Exercise 11: Using a Block

Create the following block using the information provided. This lab uses the following skills: Q

Insert a Block.


Q

Creating a new Block.

Units: inches

Size: B-Landscape

Block Design

Create a new Block using geometry and a note as shown below.

Grid Settings

Q Q

Create a new B-Landscape drawing with First angle projection. Use any part or assembly to create the Standard 3 Views. Place the block on the drawing.

Do

Block Placement

Major grid spacing = 1” Minor-lines per major = 10.

Exercise 11

211


Exercise 12: Dimensions and Annotations

Create this drawing using the descriptions provided. This lab uses the following skills: Q

Driven (Reference) dimensions.

Q

Annotations.

Units: inches

Do


Size: B-Landscape

212

Exercise 12

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Exercise 12

213


Create these annotations using the descriptions provided. This lab uses the following skills: Q

Drawing Views.

Q

Named Views.

Q

Driven dimensions.

Q

Area Hatch.

Q

Annotations.


Exercise 13: Views and Driven Dimensions

Units: inches

Size: D-Landscape

Generate Named Views of the SkidPlate to display different orientations in the drawing.

Orthographic Views

Create standard orthographic views, and a Section View. Add driven dimensions and reference annotations.

Do

Named Views

214

Exercise 13



Top View

Front View

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Projected Side View

Exercise 13

215


Include Area Hatch in the bottom view.


Projected Bottom View

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Section View

216

Exercise 13


Create Detail Views derived from the orthographic views, add driven ordinate and baseline dimensions.


Detail Views

Add a second drawing sheet named DETAILS. Move all the detail and section views to that sheet.

Do

Detail Sheet (Optional)

Exercise 13

217



Lesson 5 Drawings Sheets and Templates

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

Q

Set document properties.

Q

Create linked notes to standard and custom properties.

Q

Insert and resize OLE objects.

Q

Copy and paste notes.

Q

Create and save a sheet format.

Q

Create and save a drawing template.

Q

Use the DWGEditor.

Do

Q

219

Lesson 5


Do


Drawings Sheets and Templates

220



Templates and Sheet Formats

This lesson deals with the settings and best practices for creating a drawing template and a related sheet format. It describes how to create linked notes and the best use of custom properties in your drawings.

Lesson Topics

Some of the important topics in the lesson are listed below. Each of these topics comprises a section in the lesson. Q

Properties

This section deals with the properties you can associate to a template and an explanation of what the settings change if modified. Linking notes to standard and custom properties


Q

When creating a sheet format you can add notes that are linked to standard properties such as the drawing scale or the sheet number, or custom properties that you have in the reference file.

Q

Inserting and resizing OLE objects such as company logos

Q

Setting an anchor point for the BOM table

Q

Saving customized template file and sheet formats

Q

Using predefined views

Predefined views can be added to a drawing template for automatic view creation.

Q

Using the DWGEditor.

Do

The DWGEditor allows DWG and DXF files to be viewed, edited and saved in the same, native format.

Templates and Sheet Formats

221

Lesson 5



Drawing Templates

Creating a customized drawing template is a simple procedure. First you open a new document using an existing template. Then define the document’s settings and apply various custom settings to the sheet format, including: BOM anchor point. Customized title block layout. Q Custom properties. Finally you then save the drawing as a template file which has a *.DRWDOT file extension. Q


Q

Drawing Templates and Sheet Formats

Drawing templates and sheet formats are closely related but different. SolidWorks is supplied with a single drawing template and a set of English and metric sheet formats. When you open a new drawing using the default SolidWorks template, the size of the drawing is undefined. The system prompts you to select a sheet format. This determines the size of the drawing sheet, creates the drawing’s borders and title block, establishes the default sheet scale, determines the type of view projection (first or third angle) and sets up the next letter of the alphabet to be used in view datum labels. Sheet

...Drawing ...Template

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Sheet Format

Levels of Customizing

You can customize the default sheet formats and save them as new files or overwrite the existing files. In this way you can still use the default drawing template to select the size of sheet required but the sheet formats that will be inserted into the drawing are your custom sheets. You can also create customized drawing templates. These templates can have the appropriate sheet format already associated with them. For example you can create a C-Size specific template that not only contains all of the appropriate text sizes and dimension settings but it also has the correct sheet format already in place.

222

Drawing Templates



User Defined Properties

Properties, Custom or Configuration Specific, are used to add customized information to documents in the form of a Property Name and user supplied Value. This information can be extracted by processes such as a Linked Note and BOM.

Custom Properties

Custom Properties allow you to create your own properties which are

linked to all configurations of the part or assembly file. For example, a property of Material can be added for all configurations of the part. Configuration Specific Properties can be used to create properties

which differ from configuration to configuration. For example, a property of Cost can be added that has a different value for each configuration of the part.


Configuration Specific Properties

Default File Properties

The Names in the list are populated from the properties.txt file found in the SolidWorks installation directory under Lang\English.

Description

ManufacturingApproval

PartNo

MfgAppDate

Number

QAApproval

Revision

QAAppDate

Material

Vendor

Weight

VendorNo

Finish

Client

StockSize

Project

UnitOfMeasure

Status

Cost

DateCompleted CompanyName

LeadTime

Department

CheckedBy

Division

CheckedDate

Group

DrawnBy

Author

DrawnDate

Owner

EngineeringApproval

Source

EngAppDate

IsFastener

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MakeOrBuy

User Defined Properties

223

Lesson 5



SolidWorks Special Properties

SolidWorks Special Properties can be added to a sheet format and

What Makes them Special?

Unlike the Custom Properties, Special Properties generate their own values based on the drawing in which they live. For example, when the SW-Sheet Scale is linked to a note, it reads the sheet properties and extracts the sheet scale value.

linked to notes in the format and on the sheet itself. The properties can be linked to the part or assembly file that is inserted into the sheet.

The SW Special Properties listed are part of every drawing file.


SolidWorks Special Properties (Drawing Properties) SW-Author

SW-Keywords

SW-Comments SW-Title

SW-Subject

SW-Created Date

SW-Last Saved Date SW-Last Saved By SW-Sheet Name

SW-Template Size SW-Sheet Scale

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SW-Sheet Format Size

SW-File Name

SW-Folder Name SW-Long Date

Format: Monday, August 25, 2003

SW-Short Date

Format: 8/25/2003

224

SolidWorks Special Properties



SW-Current Sheet

Total sheets in drawing file (*.slddrw)

SW-Total Sheets

Properties in the Template


The standard SolidWorks drawing templates (C-Landscape for example) are populated with notes that are linked to properties. The values used by these notes comes from the Custom Properties of either the part /assembly used in the views or the drawing sheet itself. Let’s see how a drawing with properties looks. 1

Open the drawing S-103.

Zoom in on the title block area. This drawing and associated part have values assigned for all the linked properties.

Saving View States in Drawings

In SolidWorks you can create new view states in the Orientation dialog so that a desired view state can be easily recalled. This can also be applied to drawings – for instance creating a view state of the title block or the revision block. Adding this view state to the template will mean that every new drawing that is created will have these preset view states included.

Note

We use the term view state here to refer to zooming or scrolling to a specific area of the drawing sheet. This is to distinguish it from the views created by the various view creation commands. You can and probably should save view states that are zoomed in on various drawing views.

Do

2


Save the view state. Click View, Modify, Orientation and create a new view state.

Create view states for any areas of the drawing that may be accessed frequently. Some examples are the drawing views and title block areas.

225

Lesson 5



3

Property values.

The property values that appear in the title block represent different types with values gathered from different sources. The color coding used in the images below breaks down as shown: Q

Part Custom Properties

The blue values are stored as Custom Properties in the part or assembly. Drawing Custom Properties The red values are stored as Custom Properties in the drawing.


Q

Q

SW Special Properties The green values are SW Special Properties that exist in the

drawing and extract information from it.

4

Source of properties. In the drawing, click File, Properties... to see the properties stored

Do

with the drawing. Open the part file and view its properties.

226




If the properties used in the format have no assigned values, error markers will appear on the notes they are attached to.

Customizing a Sheet Format

In this lesson a new drawing template will be created. A standard sheet format will be modified by adding notes and custom properties. These changes will be saved as a new sheet format and also saved into a new drawing template file.

Tip

Settings made in Tools, Options, Document Properties are saved with the template.


Note

Editing the Sheet Format

The Sheet Format can be edited to customize the title block and graphics. This includes editing note text and adding geometry and annotations.

Sketch Entity Points

When Tools, Options, System Options, Drawings, Display sketch entity points is selected, the endpoints of sketch entities are displayed as filled circles in drawing sheets and drawing sheet formats, but not in drawing views.

5

Edit the sheet format.

Right-click the graphics area and select Edit Sheet Format. The background graphics become active in sketch mode.

Do

6

Extend lines in the format.

Extend the lines in the format to make another box where a logo is going to be inserted into the format. Select the Extend (or Trim) tool and trim the border lines to a common corner.


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Inserting OLE Objects

Inserting OLE objects to drawings can be a simple method of inserting a company logo or a related image to the drawing. The OLE objects can be Linked or Embedded. For information on using SolidWorks as an OLE object, see Using OLE on page 433.

Tip

When using OLE objects it is good practice to embed the object into the document. This way if you send (e-mail) or move the file the object will not be lost.

Where to Find It

Q


Select Insert, Object... or drag and drop the object into the SolidWorks document window.

7

Open an image file.

Right-click on the file logo.bmp and select Open.

Tip

If the object is not opened before inserting, it may be inserted as an icon.

8

Insert an OLE object. Click Insert, Object.... Select Create from File and click Browse....

Do

Select the logo.bmp file and click OK.

228

9

Move the object.

Drag the logo so it the top left corner is located just inside the trimmed border.




10 Resize object.

Click the object and drag a corner handle to resize it within the borders. The Properties can also be used to resize the object. Dragging an edge handle will distort the image file.

Adding Relations to the Format

There are very few relations in the format and it is good practice to add relations so that any modifications can be easily applied. For instance if you wanted to modify the format for different sheet sizes, or needed to extend a text area to accommodate a large amount of information in the title block, then it would be easier to achieve if there were defined sketch entities.


Note

11 Add relations.

Select the leftmost vertical line and the endpoint of the horizontal line. Add a Coincident relation.

12 Add dimensions.

Dimensions can be added to the format in order to fully define the entities associated to the sketch.

Do

13 Hide Annotations.

When dimensions have been added to a format you can then hide the dimensions so that they will not appear on the format. Select View, Hide/Show Annotations and click them.


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Lesson 5



Linking Notes to Properties

Properties can be linked to notes in the sheet format. Different

information can be accessed from the drawing itself or the part/ assembly shown within the views.

Application of a Property Current document

A property relating to the actual drawing document.


Model in view to which the annotation is attached

A particular view of a part or assembly in the drawing sheet where the note is attached.

Model in view specified in sheet properties

A part or assembly that is shown in a view. It is identified under Use custom property values for model shown in in the Sheet Setup. Component to which the annotation is attached

One component of many in a view of an assembly.

While you are adding a note to the sheet format, a variable for the property name is displayed (in the form $PRP:"property name"). When you return to editing the sheet, the value of the property, if found, is displayed. If the property value cannot be found, the variable for the property name is displayed on the sheet.

14 Existing linked notes.

Do

Both the SCALE and SHEET notes have properties linked to them.

230




15 Review an inserted property.


Right-click on the scale note and choose Properties... to review the property assigned to it. The $PRP:"SWSheet Scale" is the text that links to the property note. Cancel the dialog.

16 Modify a property value.

To demonstrate that the note is linked right-click the sheet name in the FeatureManager and select Properties.... Enter a scale of 1:1 and click OK.

17 Scale change.

The note changes accordingly.

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Linking to a SWSpecial Property

The SW Special properties exist in the drawing and extract information from the drawing.

Using Snap and Grid

You can display a sketch grid in an active sketch or drawing and set options for the grid display and snap functionality. The options for grid spacing and minor grid lines per major lines apply to the rulers in drawings as well as to sketching and drawing grid lines.

Where to Find It

Q

Click Tools, Options, Document Properties, Grid/Snap.

Q

Or click the Grid tool


on the sketch toolbar.

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Lesson 5



18 Grid.

Right-click the background and select Display Grid. Set the Major grid spacing to 20mm and the Minor-lines per major to 10. 19 Edit an existing note.

Double-click on the COMMENTS: note and add a new line below it. Click

to add numbered lines.


20 Add SW-Special property.

Type 1. LOCATION OF THE FILE ON DISK:

Click in the Note PropertyManager to open the Link to Property dialog box. Select SW-Folder Name from the list and click OK.

Tip

The Model in view specified in sheet properties option is used to select the part or assembly shown in the views rather than the drawing itself.

21 Linked note.

Now that the property has been linked, a portion of the note extracts the drive location of the drawing file and displays it.

Do

Inserting Custom Properties

Note

232

It is good practice to add custom properties to a part, assembly or drawing file and then link the properties to notes in the drawing. While you are adding a custom property note to the sheet format, a variable for the property name is displayed (in the form $PRPSHEET: "property name"). When you return to editing the sheet, the value of the property, if found, is displayed. If the property value cannot be found, the variable for the property name is displayed on the sheet.




22 Add a part property.

Open the part S-103 from a drawing view. Click File, Properties... and select the Custom tab.


For Name choose StockSize and for Value type 1-1/2” DIA X 2”.

Click OK to close the dialog box.

23 Edit the note.

Return to the drawing.

On the line below, type the text ROUND BAR STOCK followed by a space.

24 Add the part property.

Do

Click in the Note PropertyManager to open the Link to Property dialog box. Select Model in view specified in sheet properties. Choose the property StockSize from the list and click OK.

25 Property read from part.

The StockSize property is read from the part and its value is displayed in the note.


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BOM Anchor Point

The standard sheet formats supplied with the software include an anchor point for placing the Bill Of Materials (BOM) in a specific location on the sheet. When you add a BOM to a drawing, you can choose whether or not to use the anchor point. For more information see Creating and Managing a Bill of Materials on page 325. 26 Set the anchor point.


Right-click the end of the horizontal line above the SolidWorks note and select Set as Anchor, Bill of Materials.

27 Return to the sheet.

Turn off the grid and right-click in the drawing sheet and select Edit Sheet.

Zoom out so the entire drawing sheet is visible.

Predefined Views

A Predefined View can be used like a Named View to preselect an orientation, position and scale for views on a drawing template. The model or assembly reference is added later through Insert Model.

Where to Find It Q Click Insert, Drawing View, Predefined.... Q

Or on the Drawing toolbar click

.

Do

Add a Predefined View to the sheet and select a View Orientation.

A Custom Scale can also be set.

234





Projected Views created from Predefined Views act as predefined views.

To populate predefined views: Drag

Drag a model from the FeatureManager design tree of an open part or assembly document into the drawing document. All available predefined views are populated. Select

Select a predefined view. In the Predefined View PropertyManager, under Insert Model, select a name from the Part/Assembly list of files open in the current session. The view and all its related views (such as projected views) are populated. Browse

Select a predefined view. In the Predefined View PropertyManager, under Insert Model, click Browse... and select a part or assembly file. The view and all its related views (such as projected views) are populated. Right-click

Right-click a predefined view and select Insert Model.... Do one of the following:

Do

1. Select a view containing the model. 2. Select the model from the graphics area or FeatureManager of another window.


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Lesson 5



Procedure: Templates with Predefined Views

Predefined Views can be added to a drawing template to further

customize it.

28 Delete view.

Delete the current model view. 29 Predefined Views.


Click Predefined View and locate the view on the sheet.

30 Predefined view settings. Set the View Orientation to Front and Hidden Lines Visible.

Click OK.

Do

31 Projected Views. Add Projected Views from

236

the predefined Front view to create Top and Right views.




32 Isometric view.


Create an Isometric view using Projected View from the Front. Set it to Hidden Lines Removed.

Saving a Sheet Format

When you save the sheet format, any custom file properties that you have added to the drawing document are saved with the sheet format. The custom properties in the sheet format are added to any new drawing that uses the sheet format.When saving you can either overwrite an existing sheet format or save as a custom format. A sheet format has a file extension of *.slddrt. Sheet formats do not save views. Click File, Save Sheet Format....

Where to Find It

Q

Tip

By default sheet formats are saved in the SolidWorks install directory\data folder. However formats can be saved in any location required. The data folder is overwritten when a new version of SolidWorks is loaded. The files will be lost if they are stored here.

Saving a Drawing Template

You can create and save drawing templates predefined sheet formats, multiple sheets, and predefined drawing views. Drawing templates have a *.drwdot file extension and can be saved in any location required. Q

Do

Template Locations

Click File, Save As..., and select Drawing Templates (*.drwdot).

In order for a template folder to appear in the File, Open dialog box you have to specify the location of the folder through Tools, Options, System Options, File Locations. To add a folder: 1. 2. 3. 4.

Select a folder type from the Show folders for list. Click Add to add a new directory path to the list. Browse in the Browse For Folder dialog box to locate the folder. Click OK to add the folder to the Folders list.

Folders are searched in the order in which they are listed in the Folders list.


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Lesson 5



33 Save the template file. Click File, Save As.... For Save as type select Drawing Templates (*.drwdot) in the Training Templates folder. Enter the name 4_View_C and click Save.

Close and do not save the current drawing. Once created, the sheet format can be applied to new or existing drawings.

Populating Predefined Views

The Predefined Views added to the template are free of references. The references to parts or assemblies can be added at any time using Insert Model.

Where to Find It

Q


Using a Sheet Format

To review populating predefined views see To populate predefined views: on page 235.

34 New drawing.

Open a new drawing using the custom drawing template 4_View_C.

35 Insert model. Cancel the Model View section of the

PropertyManager.

Right-click in the Front view, select Insert Model the part S-103.sldprt. Click OK.

Do

Name the drawing 4views.

238

Using a Sheet Format



36 Reference.

The selected part is shown in the parent view (Front), the child views (Right, Top and Isometric).


The title block changes as well. The description, Sleeve, appears in the TITLE box. The drawing name 4views, appears in the DWG. NO. box.

37 Save and close.

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Alternative Method for Linking Custom Properties

As an alternative method of linking custom properties you can insert a typical part or assembly into the drawing which already has the required properties assigned. This way, you will not need to retype the links in the sheet format because they come with the part.

1

Open the PivotLeg part.

2

Edit the file properties. Click File, Properties... to access the Summary Information dialog

containing the properties associated to the part file. Select the Custom tab to access the custom properties currently assigned to the part.


239

Lesson 5



3

Create custom properties. Choose Weight as the Name of the property.


Select Mass from the list.

Also add the property Description with the value PIVOT LEG. Click OK.

4

New drawing. Click File, New... and select the 4_View_C template. Click OK.

This is the drawing template that was created previously.

5

Views.

Do

All the predefined views are filled with the same part.

240




6

Title block area.


The title block has inherited the linked notes.

7

Modify property.

Edit the sheet format and the linked note in the DWG. NO. block. Delete the text. Click Link to Property and replace the existing property. Click Model in view

specified in sheet properties and select Document number.

8

Change.

Do

The document number is read from the part.

Updating Sheet Formats

Sheet formats can be edited to change the information (notes, geometry and so on) that they contain. The drawings that use those sheet formats can be updated to the latest version through Reload Sheet Format. 1

Open drawing.

Open the existing drawing Update. The drawing contains a sheet format named Update Sheet Format and a referenced part. 2

Edit sheet format.

Open the sheet format file Update Sheet Format.slddrt. Updating Sheet Formats

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Lesson 5



In order to see the file in the Open dialog, set Files of type to All Files(*.*). 3

Edit the note.

Change the text of the note from CMGI FIELD to GILLETTE STADIUM. 4

Save sheet format.


Save the updated sheet format under the same name: Update Sheet Format.

5

Return to the drawing.

Right-click on the drawing sheet and select Properties.... Click the Reload button to update the sheet format to the latest version.

Click OK.

Note

If the sheet format is not reloaded, the drawing will continue to use the version it was created with.

Save and close the files.

Do

6

242

Updating Sheet Formats



Importing Legacy Data

Drawings that exist in non-native formats (legacy) can be imported into SolidWorks as native drawing files (*.SLDDRW). Portions of the drawings can then be saved as sheet formats for use with drawing templates. Legacy DXF/DWG drawings can be edited in their native format using the DWGEditor. They remain as DXF/DWG drawings.


Importing a DXF/DWG file SolidWorks utilizes a wizard which provides step-by-step options to import the data successfully and in the required location. To initiate the wizard open the DXF/DWG file in SolidWorks.

Importing Legacy Templates

Open DXF or DWG drawings and extract data for use as a SolidWorks sheet format.

1

Tip

Open a DWG file. Click File, Open.... For Files of type select DWG (*.dwg). Select the file named attributes.dwg and click Open.

The file can also be dragged and dropped into the SolidWorks window to open it.

Do

Select the Create new SolidWorks drawing and Convert to SolidWorks entities. Click Next.


243

Lesson 5



2

Drawing layer mapping.

Click the following options: Q


Q

Layers selected for sheet format BDR BLOCK White background

Click Next >.

Do

3

244




4

Document settings.

Many of the settings such as Data units and Paper size are read from the file and will be retained. Click Center in sheet to place the imported graphics in the center of the D-Landscape sheet.


Click Finish.

5

Imported drawing.

Do

The DWG file has been converted to a SolidWorks drawing file. Two sheets are created, copied from the original file. A drawing format is created, Sheet Formats1, using the layers that were selected during import.


245

Lesson 5



6

Delete blocks.

AutoCad® blocks are imported directly as SolidWorks blocks. The attributes import as annotations and are listed under the Blocks folder. Expand the Blocks folder in the FeatureManager. Many of the blocks represent crosshatch or other unwanted geometry.


Select all blocks except DBL. DBL contains the title block information that will be retained in the sheet format. Delete the selected blocks.

7

Delete.

Drag-select everything in the drawing and delete it.

8

Edit Sheet Format. Switch to the Sheet Format. Only the selected layer geometry has

Do

been placed there.

246




9

Explode block.

Much of the visible geometry is part of a single block. Right-click on the block and select Explode. The single object is broken into its components. 10 Modify layers.

Delete, add and modify the layers as needed. 11 Edit and save the sheet format.


Add notes, geometry and properties to complete the sheet format. Use File, Save Sheet Format to save the file.

The DWGEditor

The DWGEditor can open legacy DXF/DWG drawings in the DWGEditor and edit them. The files remain as DXF or DWG files and can be reopened in the applications that created them. The DWGEditor application can be run independently of or within SolidWorks.

Note

The DWGEditor uses the CADOpia IntelliCAD® product.

Where to Find It

Q Q

1

Open a DWG or DXF file with the DWGEditor option. Double-click the DWGEditor.exe from <SolidWorks installation directory>\dwgeditor\English.

Open DWG file.

Open a DWG or DXF file and select the Edit/view in SolidWorks DWGEditor

Do

option.


247

Lesson 5



2

DWGEditor.

Do


The file opens in its native format. View, edit and save the file as required.

248



Exercise 14: Adding Properties to a Sheet Format

Create the following drawing using the notes provided. This lab uses the following skills: Q

Notes.

Q

Linking properties.

Q

Saving as a template.

Q

Saving as a sheet format.


Units: Inches Size: A-Portrait

1

Modify a sheet format.

Create a new sheet format using the existing A-Portrait sheet format, and add the appropriate properties.

2

Properties.

Do

Create additional note annotations in the format that are linked to the following properties. Note that these properties are linked to the part or assembly shown in the views.

Q Q Q Q Q Q Q Q

Exercise 14

Company SW-File Name Document Number Revision Weight SW-Comments Material Finish

249


3

Create a sheet format.

Save a sheet format naming it A-Size_Portrait.slddrt and saving it in the default folder. 4

Set link.

Open the Properties of the sheet and use Browse to set the sheet format to the new A-Size_Portrait format. 5

Create a drawing template.


Save the sheet as a drawing template using the name A-Size_Portrait.drwdot. Save it in the Templates or Tutorial folder.

Save and close the file.

Do

6

250

Exercise 14


Exercise 15: Using a Sheet Format

Create the following drawing using the drawing format created in the previous exercise. This lab uses the following skills: Q

Creating views.

Q

Checking properties.

Units: Inches


Size: A-Portrait 1

New drawing.

Create a new drawing using the drawing template A-Size_Portrait.drwdot created in the previous exercise.

2

Add views.

Add two views of the existing assembly pc board assem to the drawing.

3

Linked notes.

Do

Using the linked notes that exist in the assembly, the title block is automatically populated with information.

Exercise 15

4


251


Exercise 16: Adding Properties and Predefined Views

Modify the following part and use the drawing format created in a previous exercise. This lab uses the following skills: Q

Adding custom properties.

Q

Creating Predefined Views.

Units: Inches


Size: A-Portrait 1

Open the part Add Props.

The part contains no properties.

2

Add properties. Using File, Properties... add these custom properties to the part.

3

New Drawing.

Create a new drawing using the Drawing Template A-Size_Portrait.drwdot.

4

Add Predefined Views. Add Predefined Views for the

Do

Front and Isometric views. Create the Top and Right views as Projected Views.

252

Exercise 16


5

Save the drawing template.

Save the modified drawing template as A-Size_Portrait_Views. 6

Populate the drawing.


Create a drawing using the new drawing format. Populate the views by dragging and dropping the part onto the drawing.

7

Linked notes.

Zoom in on the title block area to see the changes.


Do

8

Exercise 16

253



Lesson 6 Settings

Upon successful completion of this lesson, you will be able to: Understand the System Options that affect drawings.

Q

Understand the Document Properties that affect detailing.

Do

Q

255

Lesson 6


Do


Settings

256


Lesson 6 Settings

Settings

This lesson is purely for reference and describes the settings that can be Tools, Options made for detailing. Q

System Options

The options grouped under the heading System Options are saved on your system and affect every document you open in your SolidWorks session. System settings allow you to control and customize your work environment. These affect all SolidWorks files, new and old, when they are opened on your computer. Document Properties


Q

These are applied to the individual document. For example, units, drafting standards, and material properties (density) are all document settings. They are saved with the document and do not change, regardless of whose system the document is opened on.

Note

Use the System Options to set default options for all documents in SolidWorks. This lesson describes only the system options that affect drawings.

Do

System Options

All options are explained as if they are selected unless otherwise noted.

Settings

257

Lesson 6


Settings

Drawings

The Drawings page contains general settings that affect the behavior of all SolidWorks drawings.


Where to Find It Q Click Tools, Options, System Options, Drawings.

Automatically place dimensions inserted from model

Specifies that dimensions added through Insert, Model Items are automatically placed at an appropriate distance from the geometry in the view.

Automatically scale new drawing views Scales the Standard 3 Views to fit within the

Do

drawing sheet. It sometimes creates odd scale values.

258

System Options


Lesson 6 Settings

Show contents while dragging drawing view

Displays the contents of a drawing view when it is being dragged. If cleared, just the drawing view border is shown. Smooth dynamic motion of drawing view


Dynamic operations to drawings such as panning and zooming display smoothly. Display new detail circles as circles

If selected, detail circles appear with circular borders. If cleared, the detail circles appear with the sketch profiles.

Select hidden entities

Allows for selection of edges hidden by Hide Edge and Tangent Edges Removed.

Eliminate duplicate model entities on insert

Prevents more than one instance of a dimension from being added using Insert Model Items.

Note

This option setting becomes the default setting for Eliminate duplicate model dimensions in the Insert Model Items dialog box.

Allow auto-update when opening drawings

Do

Forces a rebuild during opening if changes have occurred.

System Options

259

Lesson 6 Settings


Detail item snapping when dragging corner

When you click a corner and drag a dimension or annotation, the corner you clicked can infer to the corners of stationary detail items, and vice versa. Detail item snapping when dragging center


When you click inside a dimension or annotation and drag it, the center can infer to the centers of stationary detail items, and vice versa. Print out-of-sync water mark

When selected, a water mark, SolidWorks Detached Drawing - Out-of-Sync- Print, is printed on detached drawings if the drawing is not synchronized with the model.

Show reference geometry names in drawings

When reference geometry entities are imported into a drawing using Insert Model Items, their names appear.

Automatic hide components on view creation

Do

If selected, any hidden components of an assembly are automatically listed on the Hide/ Show Components tab of the Drawing View Properties dialog box when you create a new view. See Automatic Hiding on Creation on page 312 for information on how to use this option.

260

System Options


Lesson 6 Settings

Display sketch arc centerpoints

Displays the centerpoints of sketched arcs and circles. Display sketch entity points


When selected, the endpoints of sketch entities are displayed as filled circles in drawing sheets and drawing sheet formats, but not in drawing views. Save tessellated data for drawings with shaded and draft quality views

When selected, saves display data for faster opening of drawing. Print breaklines in broken view

Print the breakline graphics of broken views.

Print out-of-date drawing views with crosshatch Specifies what happens if Automatic view update is cleared and you print a drawing that

contains out-of-date views.

Prompt (default). Notifies you if the drawing

contains out-of-date views, and asks how to proceed. When the dialog box appears, click Yes to print the drawing with crosshatch on the out-of-date views, or click No to print the drawing without crosshatch.

Note

Always. The printed drawing always includes

Right-click the Drawing icon at the top of the FeatureManager design tree, and click Automatic view update. If there is no check mark, it indicates that manual view regeneration is enabled.

crosshatch on out-of-date views.

Never. The printed drawing never includes

crosshatch on out-of-date views.

By default, all drawing views are updated automatically when the model changes. You can change this behavior to allow manual regeneration of drawing views.

Do

Detail view scaling

Specifies a factor for the increase in scale of a detail view. If the source view scale 2:1 and Detail view scale is 2X, the resulting detail view scale is 4X.

System Options

261

Lesson 6


Settings

Custom property used as Revision

Selects a Custom Property for holding the latest revision value of the drawing. Default is Revision. Keyboard movement increment


Sets the increment value for moving drawing views with the arrow keys.

Default Display Type

Use this page to set the appearance of parts and assemblies in drawing views. The settings made here affect all new drawing views created.

Where to Find It Q Click Tools, Options, System Options, Display Style.

Display style for new views

Sets the display style used for all new drawing views created.

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Wireframe

262

Shaded

Hidden lines removed

Hidden lines visible

Shaded with edges

System Options


Lesson 6 Settings

Display quality for new views

Sets the display quality used for all new drawing views created. The High quality is slower but more precise. High quality

Draft quality

Tangent edges in new views


Edges between tangent faces in the model can be removed or shown in two different ways.

Visible

Area Hatch/Fill

With font

Removed

Set the type of hatch pattern used for any Area Hatch in drawings.

The part cross hatch is set through the material of that part. See the Essentials: Parts and Assemblies manual for more information.

Where to Find It Q Click Tools, Options, System Options, Area Hatch/Fill.

Type

Do

Choose None, Solid or Hatch as the default hatch used.

System Options

263

Lesson 6 Settings


Pattern The Pattern list includes many standard hatch


patterns.

Pattern Scaling The pattern Scale is a factor of the default

Scale Increase

scale (1.0) factor.

Note that increasing the scale value makes the hatch denser.

Scale Decrease

Pattern Angle The pattern Angle is measured counter-

Do

clockwise positive from the default (0.0) angle.

264

System Options


Lesson 6 Settings

lesson describes only the document options that affect detailing.

To retain and reuse the settings, save them in a Drawing Template. See Drawing Templates on page 222 for more information.

Do

Note

Document Properties are set for the active document only. This


Document Properties

Document Properties

265

Lesson 6


Settings

Detailing

The Detailing page offers options for drafting standards, center marks, centerlines and extension lines.


Where to Find It Q Click Tools, Options, Document Properties, Detailing.

Dimensioning standard Select ANSI, ISO, DIN, JIS, BSI, GOST or GB as the dimensioning standard.

Selecting a standard automatically sets many other options. Dual dimensions display

Display both inch and millimeter values in the same dimension. The primary units are those of the drawing. The secondary units are shown in brackets. On top places the secondary units on top of the primary units. On the right places the

Do

secondary units to the right of the primary units.

Fixed size weld symbols

Makes the weld symbol size dependent on the standard. Display datums per 1982

A switch that allows the older ANSI datum display method to be used. This option is available only if you use the ANSI dimensioning standard.

266

Document Properties


Lesson 6 Settings

Leading zeroes Select Standard, Show or Remove. Standard follows the standard. Show keeps the zeroes and Remove eliminates them.


Trailing zeroes Select Smart, Show or Remove. Smart follows the standard. Show keeps them all and Remove truncates them.

Alternate section display

The alternate display uses a broken section line.

Centerline extension

This value controls the centerline’s extension length beyond the section geometry.

Auto insert on view creation Automatically generate Center Marks, Centerlines, Balloons or Dimensions marked for drawing when the view is

Do

created.

Document Properties

267

Lesson 6 Settings


Automatic update of BOM


Update the bill of materials automatically on Rebuild.

Cosmetic Threads Clear the option Display precise threads to

display dashed threads. Select the option to display solid threads.

Extension lines Set the Gap and Beyond dimension line

distances for dimensions.

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Gap

268

Beyond dimension line

Document Properties


Lesson 6 Settings

Datum feature Set the Display type (Per Standard, Square or Round) and Next label for datum feature

symbols.


Surface finish symbols Select Display symbols per 2002 to display

ISO, DIN, BSI, GOST or GB standards per 2002. Center marks Set the Size of the center mark point, the visibility of the Extended lines and if the extended lines have a Centerline font.

Break Line

Use the set the Gap distance between breaks and Extension beyond the model in Broken views.

The Dimensions page includes options for the appearance of all new dimensions added to the drawing.

Notes

The Notes page includes options for the appearance of all new notes added to the drawing.

Do

Dimensions

Document Properties

269

Lesson 6 Settings



Where to Find It Q Click Tools, Options, Document Properties, Detailing, Dimensions.

Add parentheses by default

Reference or driven dimensions in drawings are displayed within parentheses. Note that the color is set through Tools, Options, System Options, Colors, Imported Annotations (driven). Snap text to grid

The placement of dimension text snaps to the grid. Note that the grid does not have to be visible. The dimensions snap using the Text alignment options. See Text alignment on page 271.

Center between extension lines

Do

Automatically places dimension text halfway between the extension lines. It can be moved off of center by dragging. Centering can be established for individual dimensions by right-clicking the dimension and selecting Display Options, Center Dimension.

270

Document Properties


Lesson 6 Settings

Include prefix inside basic tolerance box

This option enables the manually added prefix 4X to appear inside the text box.

Automatically jog ordinates


This option will prevent ordinate dimension text from overlapping. Offset distances For Baseline dimensions only. This option sets the From model and From last dimension values. The From last dimension value is maintained by means of

Note

Sets the default alignment position of the dimension text using a combination of Horizontal and Vertical settings.

Left

Text alignment

Right

SolidWorks automatically doubles the offset distance for dimensions displayed with tolerances. Center

alignment even if one of the dimensions is moved. The alignment can be removed by right-clicking the dimension and selecting Break Alignment.

Top

Middle

Bottom

Angle/linear-angled Display

For linear dimensions along an angle and angular dimensions, check or clear Use bent

Do

leaders

Arrows, Style

Sets the default arrowhead style from the list.

Document Properties

271

Lesson 6 Settings


Outside, Inside and Smart

Specifies the placement of dimension arrows in relation to the extension lines. Select Smart, Inside or Outside. Smart arrows appear outside of extension

Inside and Smart


lines if the space is too small to accommodate the dimension and the arrowheads.

Outside

Display 2nd outside arrow (Radial)

Applies a second, opposing arrow to radius and diameter dimensions.

Arrows follow position of text (Radial)

Do

Forces the arrows to move with the dimension text either inside or outside of the object being dimensioned.

272

Document Properties


Lesson 6 Settings

Break Dimension Lines

This sets the default size of the gap when you break dimension lines. To actually break the dimension lines, select the dimension and click Break Dimension Lines on the PropertyManager.

Note


When the dimension lines are broken, they break around lines that are nearby. If a dimension is moved significantly, it may not break around the dimensions that are now nearby. To update the display, unbreak the dimension lines and then break them again.

Break around dimension arrows only

Note

Break only where witness lines cross arrowheads.

For ANSI standard, this option is selected by default.

Bent leader length

Sets the length of the horizontal section of the leader.

Leaders

Override standard’s leader display

Do

Select this option to override of the display set by the dimensioning standard (ANSI, ISO and so on). By default this check box is cleared and the options are greyed out.

Linear Dimension Text

can be set to: Q

Q Q

Solid leader, text aligned with leader Broken leader, horizontal text Broken leader, text aligned with leader

Document Properties

273

Lesson 6


Settings

Radial Dimension Text

can be set to: Q

Q Q


Q

Q Q


Angular Dimension Text can be set to:


Chamfer Dimension Text

leader display can be set to: Q Q Q Q

Horizontal text Horizontal, underlined text Angled text Angled, underlined text

Chamfer Text and “X” Format can be set

to:

Q Q Q

Do

Q

Distance X Distance Distance X Angle Angle X Distance Chamfer (the C prefix). Available only for angles of 45°.

The “X” can be an upper or lower case x. Precision

Tip

For more information, see Tolerance and Precision Options on page 118.

274

Document Properties


Lesson 6 Settings

Dimension Precision


Specify the dimension precision (number of decimal places) for the dimension value and tolerance values for Primary dimension, Angular dimension and Dual dimension.

Tolerance

Tip

For more information, see Tolerance and Precision Options on page 118.

Tolerance

Set the default Tolerance type and values.

Font

Set the size of the tolerance text to a Font scale (of the nominal text) or Font height.

Tolerance type

Do

Switch between setting the Tolerance and Font for Linear or Angular tolerance. Also set Show parentheses for each.

Document Properties

275

Lesson 6 Settings


Right

Sets the alignment position of the note text to Left, Center or Right.

Left

Text alignment

Center


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Notes.

Leader anchor

Specify to which side of the note the leader should attach: Left, Right, or the side Closest to the attachment point.

Leader style Choose Straight, Bent or Underlined.

Do

Leader length

Specify the distance between the leader bend and the text of the note for bent leaders.

276

Document Properties


Lesson 6 Settings

Border, Style

Size


Sets the shape (default is None) that is used to enclose the text.

Do

Sets the size of the enclosing shape from Tight fit to 5 Characters.

Document Properties

277

Lesson 6


Settings

Balloons

The Balloons page includes options for the appearance of all new single and stacked balloons added to the drawing. Balloons are linked to the Bill of Materials for Item Number and Quantity information.


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Balloons.

Single balloon (Style)

Sets the shape (default is Circular) that is used to enclose the balloon text.

Size

Do

Sets the size of the enclosing shape from Tight fit to 5 Characters. Default is 2 Characters.

278

Document Properties


Lesson 6 Settings

Stacked balloons (Style) Sets the shape (default is Circular) that is

used to enclose the text.

Size


The same balloon styles are available for stacked balloons as for single balloons.

Sets the size of the enclosing shape from Tight fit to 5 Characters. Default is 2 Characters.

Balloon text (Upper) The Upper portion refers to the upper half when using the Circular Split Line style or

Do

the single value for all others styles. It can be set to Item Number, Quantity or Custom. It applies to both single and stacked balloons.

Lower

The lower portion is only available with the Circular Split Line style and can be set to Item Number, Quantity or Custom.

Document Properties

279

Lesson 6


Settings

Bent leaders, Use bent leaders

Adds a horizontal length to the leader from the text position. Leader length


Sets the length of the horizontal section of the leader. Auto Balloon Layout

Sets the default layout arrangement for Auto Balloons.

Arrows

The Arrows page includes options for the size of all new arrows added to the drawing through dimensions, notes, balloons, annotations and section views. It also sets the attachment type used for edges and faces.

Do

Where to Find It Q Click Tools, Options, Document Properties, Detailing, Arrows.

Size

Set the Height, Leader length and Overall length of the arrows used in dimensions and annotations. The lengths are the value used when the arrows are outside the extension lines.

280

Document Properties


Lesson 6 Settings

Section/View size Set the Height, Width and Length of the arrowheads used in Section and Auxiliary


views.

Attachments

Set the type of arrowhead used when attached to Edge/vertex, Face/surface and Unattached.

Virtual Sharps

The Virtual Sharps page sets the appearance of all virtual sharp symbols in the part and the drawing.

Where to Find It Q Click Tools, Options, Document Properties, Detailing, Virtual Sharps.

Do

Choose one of the five Virtual Sharp display types for all virtual sharp corners in the drawing.

Document Properties

281

Lesson 6


Settings

Annotations Display

The Annotations Display page determines if annotations are displayed and which types are allowed.


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Annotations Display.

Display filter

Turn on the entity types that you would like to display on the drawing.

Text scale

Controls the scale size of dimension and note text for parts and assemblies only. Always display text at the same size

Text and dimensions remain the same size regardless of zoom state.

Select from: Cosmetic threads, Datums, Datum targets, Feature dimensions, Reference dimensions, Shaded cosmetic threads, Geometric tolerances, Notes, Surface finish, Welds. Not applicable to drawings.

This is an important option for parts and assemblies but is not applicable to drawings.

Display items only in the view in which they are created

Shows the annotation only when the view that was active when it was created is shown.

Display annotations

Displays all the annotation types that are selected in the Display filter box. Use assembly's setting for all components

Not applicable to drawings.

Do

In an assembly, this allows parts to display their annotations based on either the part settings or the assembly settings.

Hide dangling dimensions and annotations

If you delete features in parts and assemblies, this option automatically hides the dangling dimensions and annotations in the drawings. If you suppress features, SolidWorks automatically hides dangling reference dimensions in the drawing; this option automatically hides dangling annotations.

282

Document Properties


Lesson 6 Settings

Annotations Font

Specifies the default Font for various types of annotations.

Note


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Annotations Font.

Sets the font for notes. Dimension

Sets the font for driving and driven (reference) dimensions in the drawing and in the part or assembly. Detail

Sets the font for the text attached to the detail circle. Section

Sets the font for the text attached to the section line. View Arrow

Sets the font for the text attached to the view arrow of an auxiliary view. Surface Finish

Sets the font for the text used in a surface finish symbol. Weld Symbol

Do

Sets the font for the text used in a weld symbol. Tables

Sets the font for the text used in all Tables including: Hole Table, Bill of Materials, Revision Table and Weldment Table. Balloon

Sets the font for single balloons and stacked balloons.

Document Properties

For more information on notes, see Notes on page 142. For more information on dimensions, see Dimensions on page 95.

For more information on detail views, see Detail View on page 48.

For more information on section views, see Section View on page 42.

For more information on auxiliary views, see Auxiliary View on page 34. For more information on surface finish symbols, see Surface Finish Symbols on page 163.

For more information on weld symbols, see Weld Symbols on page 150. For more information on tables, Lesson 8: Bill of Materials and Tables.

For more information on balloons, see Balloons on page 179, Stacked Balloons on page 184.

283

Lesson 6


Settings

Tables

The Tables page is used to set the appearance for three table types: the Hole Table, the Revision Table and the Bill of Materials Table.


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Tables, Hole Table.

Origin indicator Set the Standard used to display the Origin indicator. Per Standard reads the current

standard and uses it.

ANSI BSI

ISO GB

DIN JIS GOST

Alpha/Numerical Control

Determines the numbering sequence used in the Tag column of the hole table and the associated labels. The A, B, C... option generates alphanumeric tags. The 1, 2, 3... option generates numeric tags. Can be changed for each table through the Hole Table Properties. Location Precision

Do

Sets the number of decimal places used in the location columns (XLoc and YLoc). In this example, the precision is set to two places.

Tag Angle/Offset from profile center Sets the position, by Offset and Angle, of the

tag from the hole. 90 degrees

284

0 degrees

Document Properties


Lesson 6 Settings

Scheme Combine same sizes is used to combine

holes of the same size in the hole chart, but leave the individual tags. Combine same tags is used to minimize tags


by putting all of the same tags in a single row. The location columns are lost.

Show hole centers

Displays the hole centers (geometric) on the view with tags. They appear as points. Automatic update of hole table

Forces the hole table to update when the part is changed.

Where to Find It Q Click Tools, Options, Document Properties, Detailing, Tables, Revision Table. Symbol Shapes The Symbol Shapes can be set to circular,

square, triangular and hexagon. The Tight Fit Size is used.

Alpha/Numerical Control Set the Alpha/Numeric Control to letters or

numbers for the revision number.

Do

If revisions exist and the revision number is switched from one type to another, you can Start from where the user left off to continue the sequence with the new type (for example A, B, 1, 2).

The other option is Change all revisions to the same style (for example 1, 2, 3 to A, B, C).

Document Properties

285

Lesson 6 Settings


Where to Find It Q Click Tools, Options, Document Properties, Detailing, Tables, Bill of Materials Table. Zero quantity

This option is used when a component is unsuppressed in one configuration and suppressed in another (0 quantity).


Display with dash “-”

Display with zero “0”

Blank

Missing component

Missing components are those that are deleted after they have been listed in the BOM.

Do

You can Keep the row for missing component empty or Display with strikeout text.

Don’t copy QTY column name from templ

286

Document Properties


Lesson 6 Settings

View Labels

The appearance of the text labels for Detail, Section and Auxiliary Views can be set.


Where to Find It Q Click Tools, Options, Document Properties, View Labels

Detail View Labels

Detail View The Per standard option uses the settings for the chosen Dimensioning standard (ANSI, ISO etc.). The Preview window shows the format using the default Stacked.

Text In-line The Name, Label, Scale and Delimiter all

Do

appear on the same line.

Document Properties

287

Lesson 6 Settings


Text stacked The Name and Label appear on the top line and the Scale and Delimiter sit on the line

below.


Name The Name can be DETAIL, VIEW or nothing .

Label The Label is generated in sequence and can be the letter X or nothing .

Scale

The word Scale can be SCALE, SCALE: or nothing .

Do

Delimiter The Delimiter used in the scale fraction value can be X:X, X/X, (X:X), (X/X), #X or nothing .

288

Document Properties


Lesson 6 Settings

Section View Labels Section View The Per standard option uses the settings for the chosen Dimensioning standard (ANSI, ISO etc.). The Preview window shows the


format. The scale only appears if the view scale is different than the parent view.

Name The Name can be SECTION, VIEW or nothing .

Label The Label is generated in sequence and can be the letter X, XX, X-X or nothing .

Scale


Do


Document Properties

289

Lesson 6


Settings

Auxiliary View Labels Auxiliary View The Per standard option uses the settings for the chosen Dimensioning standard (ANSI, ISO etc.). The Preview window shows the


format. The scale only appears if the view scale is different than the parent view.

Name The Name can be AUXILIARY, VIEW or nothing .

Label The Label is generated in sequence and can be the letter X, XX, X-X or nothing .

Scale


Do


Grid/Snap

Grids can be used for sketching in parts and assemblies and for placement of dimensions and annotations in drawings.

Units

Set the Unit system for the drawing, part or assembly. The drawing units can be different from the part or assembly units. The Line Font used for all types of edges in SolidWorks can be changed in Style and Thickness. The Line Style used for all types of edges in SolidWorks can be defined in Style and Thickness.

Line Font Line Style

290

Document Properties


Lesson 6 Settings

Where to Find It Q Click Tools, Options, Document Properties, Grid/Snap. Q

Or click

on the Sketch toolbar.

Display grid

Dash

Minor


Turns the grid on when appropriate. In drawings it is on at all times. In parts and assemblies only when a sketch is active.

Major

Sets all grid lines to dash font. When cleared, all grid lines are solid.

Automatic scaling

Automatically adjusts display of the grid when you zoom in and out.

Major grid spacing

Distance between major divisions of grid. Note

The color of the grid lines is controlled by

Do

Tools, Options, System Options, Colors. In the System colors list, select Grid Lines, Major and edit the color.

Document Properties

291

Lesson 6


Settings

Minor-lines per major

Number of minor divisions between major grid lines. Note

See the note above regarding the color of the grid lines.


Snap points per minor

Sets the number of snap points between minor grid lines. A setting of 2 means a snap point at the intersection of the minor lines and another between them. Where to Find It Q Click Tools, Options, Document Properties, Units.

Do

Unit system Select a Unit system to determine Length, Mass, Volume and Force units. Dual and Angular units default to Millimeters and

Degrees.

MKS - Meters, kilograms, cubic meters and newtons.

CGS - Centimeters, grams, cubic centimeters

and dynes. MMGS - Millimeters, grams, cubic millimeters and newtons. IPS - Inches, pounds, cubic inches and pound-

force. Custom - Choose any Length, Dual, Angular, Density, Volume and Force units.

292

Document Properties


Lesson 6 Settings

Length units

Set the length units for the current document.

Tip

The templates could include Document Properties settings for such as: Q Q

Grid spacing Dimension witness line gap and bent leader length Dimension offset distances Note bent leader length Balloon bent leader length Arrow size and section view arrow size Text scale and always display text at the same size Material density


If you use small units such as Angstroms, Nanometers, Microns, Mils, or Microinches, you might want to create specific templates as the basis for documents that use these units.

Choose from: Angstroms, Nanometers, Microns, Millimeters, Centimeters, Meters, Microinches, Mils, Inches, Feet, Feet & Inches.

Q Q Q Q Q

Q

Decimal/Fractions

Set the style of inch units to Decimal or Fractions. Round to nearest fraction

Forces values to round to the smallest fractional denomination setting. Convert from 2'4" to 2'-4" format

Formatting for imported “feet inches” format to “feet-inches” format.

For imported geometry that is in the “feet inch” format.

When using the units Feet & Inches, input values are taken in inches. For example, a line dimensioned as 15 would be taken as 15”, not 15’. Dual units

Do

Select a companion unit to the Length unit when using dual dimensioning. In this example, the Length unit is Inches while the Dual unit is Millimeters.

Document Properties

293

Lesson 6 Settings


Angular units Set Angular units to decimal degrees,

degrees/minutes, degrees/minutes/seconds, or radians. Density units Set Mass units to milligrams, grams,

kilograms or pounds.

Used in Mass Properties and COSMOSXpress calculations.


Set Volume units to cubic length units. Force Set Force units to dyne, millinewton, newton,

Used in COSMOSXpress calculations.

kilonewton, meganewton or pound-force. Where to Find It Q Click Tools, Options, Document Properties, Line Font.

Visible Edges: Solid & Normal

Hidden edges: Dashed & Thin

Sketch Curves: Solid & Thin

Do

Detail Circle: Solid & Thin

Section Line: Phantom & Thick

Dimensions: Solid & Thin

Construction Curves: Center & Thin

294

Document Properties


Lesson 6 Settings

Area Hatch/Fill: Solid & Thin

Tangent Edges: Phantom & Thin


Detail Border: Solid & Thin

Cosmetic Thread: Default & Thin

Hidden Tangent Edges: Dashed & Thin

View Arrow: Phantom & Thick

Explode Lines: Phantom & Thin

Break Lines: Dashed & Thin

Do

Where to Find It Q Click Tools, Options, Document Properties, Line Style.

Set the appearance for Line Fonts and add new ones. See see Line Styles on page 92.

Document Properties

295

Lesson 6


Do


Settings

296

Document Properties


Exercise 17: Document Properties in a Sheet Format

Create the following drawing using a drawing format you create. This lab uses the following skills: Setting Document Properties.

Q

Saving Drawing Formats.


Q

1

New drawing.

Create a new drawing using the A-Size_Portrait.drwdot drawing document template. Include the associated sheet format.

2

Settings. Using Tools, Options and Document Properties, set the following: Q Q Q Q Q

3

Unit System = IPS. Dimensioning Standard = ANSI. Note Font = Arial Black, Regular, 16 point. Auto insert on view creation = Balloons. Auto Balloon Layout = Circular.

Save drawing template.

Save the file as a *.drwdot file in the default folder. Name the file SPECIAL. Close the current file.

4

Open and add view.

Create a new document using the template. Insert a Model View of the reading light assembly (Lesson7\Exercises\Reading Light), using the Isometric orientation. The view should be automatically populated with Balloons using the Note font setting.


Do

5

Exercise 17

297



Lesson 7 Assembly Drawing Views

Upon successful completion of this lesson, you will be able to: Add many types of assembly drawing views.

Q

Create exploded drawing views.

Q

Hide components in the drawing view.

Q

Select components using advanced show and hide.

Do

Q

299

Lesson 7


Do


Assembly Drawing Views

300



Assembly Specific Views

Many of the standard view types described for parts work for assemblies. They are listed below. Model Views on page 27 Standard 3 Views on page 29 Projected View on page 30 Detail View on page 48


Cropped View on page 54 Relative to Model View on page 32 Auxiliary View on page 34 Broken View on page 35

Assembly Section Views

Assembly Section Views are created in the same way as section

views of parts. However, adjacent components can have alternating hatch patterns and you can exclude fasteners or selected components from the section.

Where to Find It Q Click Insert, Drawing View, Section. Q

Or on the Drawing toolbar click the Section View

tool.

Note

Fasteners can be excluded from sectioning by clicking Exclude fasteners in the Section Scope. Fasteners are identified by the custom property IsFastener with the Value / Text Expression set to 1.

Click Section View and sketch a section line through the assembly view.

The Section Scope appears. Select the components you want left uncut.

Do

To access the Section Scope after the section view is created, right-click the section view and select Properties.... Click the Section Scope tab of the Drawing View Properties dialog box.


301

Lesson 7




The dialog is used to select and list those components that should remain uncut. If nothing is selected, everything is cut.

Auto hatching alternates the cross hatching

Do

on adjacent cut faces.

302





Use Don’t cut all instances to exclude all instances of a selected component from the section.

Assembly Brokenout Sections

The Broken-out Section View is used to cut away a portion of the assembly in a drawing view and expose the inside. Cross hatching is automatically generated on the sectioned faces of all components.

Where to Find It Q Click Insert, Drawing View, Broken-out Section.... Q

Or on the Drawing toolbar, click the Broken-out Section

tool.

Note A Broken-out Section is part of an existing

drawing view, not a separate view.

Tip

The default sketch tool is the Spline.

There are some restrictions on the use of the Broken-out Section View. The following views cannot be used: Q Q Q

Section View. Detail View. Alternate Position Views.

Do

Preview shows the break and depth planes.


303

Lesson 7



Auto hatching alternates the cross hatching


angle of adjacent components.

Select a silhouette edge of a cylindrical face to set the Depth to the axis of that face.

Do

Assembly Cutaway Views

The Assembly Cutaway displayed in a pictorial view is created as a series of small procedures at the assembly and drawing level. The actual view is a Model View, usually an Isometric view.

Where to Find It Q Click Insert, Drawing View, Model View.... Q On the Drawing toolbar click Model View

.

304




Create a new configuration in the assembly.


Create an assembly feature by sketching on a face of the assembly and using Insert, Assembly Feature, Extrude, Cut.

Edit the Feature Scope of the assembly feature and remove components that should not be cut by the assembly feature.

Create a Named View of the assembly in the drawing document.

Do

In the Drawing View Properties choose the configuration that shows the assembly feature.


305

Lesson 7




Add cross hatching to the cut faces using Insert, Annotations, Area Hatch/Fill.

Exploded Views

Exploded Views are created in a drawing view from an existing exploded view in the assembly. The actual view is a Model View, usually an Isometric view.

Where to Find It Q

Right-click in the view and select Properties....

Tip

Section views can be taken from orthographic exploded views.

Create a new configuration in the assembly and then create an Exploded View of the assembly.

Add a Model View to the drawing using the orientation needed for the exploded view.

Do

In the Drawing View Properties of the named view select Show in exploded state.

306




Alternate Position Views

The Alternate Position View is used to indicate the motion of an assembly component by showing it in different positions. One or more alternate positions are overlaid on the original in a dashed font.

Where to Find It Q Click Insert, Drawing Views, Alternate Position....

Or click Alternate Position View the Drawing toolbar.

on

Once the Alternate Position View is created, it can be modified at both the assembly and drawing level.


Q

Note

Create a Model View of the assembly using the orientation needed for the Alternate Position View. Position the assembly in its starting position.

Click Alternate Position View a name for the new configuration.

and type

This step creates a new configuration in the assembly and makes it active.

Clicking OK: Q Changes the view orientation of the assembly to the same orientation as the drawing view. Q Makes the assembly document active. Q Turns on the Move Component tool. Move a component to the desired position.

Do

Clicking OK again returns you to the drawing and overlays the new configuration. The Alternate Position View appears in the drawing’s FeatureManager as Alternate Position1.


307

Lesson 7




Use Collision Detection and Stop at collision to stop motion.

Create as many Alternate Position Views as necessary using the same procedure.

At the assembly level you can modify a configuration created by the Alternate Position View.

Hide and Show Alternate Position Views

Do

within the main view.

308





You can also use the position of an existing configuration.

Component Line Font

Component Line Font is used to change the line font of assembly

component edges to be different than the default. This can help distinguish between individual components in the drawing view.

Where to Find It Q

In a drawing view right-click a face of an assembly component and select Component Line Font.

Clear Use document defaults and set a Type of edge to a Line style, Line weight or Layer. Which views are affected is determined by All views or From selection.

Do

The Types of edge are: Q Q Q Q Q Q Q Q Q Q

Visible Edges Hidden Edges Sketch Curves Detail Circle Section Line Dimensions Construction Curves Area Hatch/Fill Tangent Edges Detail Border


309

Lesson 7




You can change single or multiple components.

Setting the component to a Layer forces it to assume the settings of that layer, including color.

Hide Component

Hide Component allows you to hide specific components in selected

drawing views, not all views.

Where to Find It Q

Q

With the cursor over a component, rightclick Show/Hide, Hide Component. Or click a view and select More Properties... and Hide/Show Components.

Tip

To hide a component in all views, create an assembly configuration and use Hide Component at the assembly level. See see Advanced Show/Hide and Advanced Selection on page 313 for an automated method.

Do

Right-click a component in a drawing view and select Show/Hide, Hide Component.

310




You can Hide or Show a Component through the Drawing View Properties. Select the Hide/Show Components tab and add or delete from the list. Selection can be made through the drawing view or the FeatureManager design tree.


To remove all items from the list, right-click in the list and select Clear Selections.

Hide Component Behind Plane

Large numbers of components can be hidden at once using a plane and a direction to determine what should be seen. Components completely behind the plane are hidden. Those cut by the plane remain visible.

Where to Find It Q

Right-click a planar face and select Show/ Hide, Hide Behind Plane.

Q

In the FeatureManager design tree, rightclick a plane under the view in which you want to hide components and select Hide Behind Plane.

In the view in which you want to hide components, right-click a planar face and select Show/Hide, Hide Behind Plane.

Do

The Hide Behind Plane dialog box appears, and the plane and direction arrow are displayed in all views on the drawing sheet that contain the model.


311

Lesson 7




Move the plane using the Distance setting and Reverse direction.

All components on the arrow side (but not crossing the plane) are hidden.

Editing of the list of affected components is the same as with Hide Component (see Hide Component on page 310).

Automatic Hiding on Creation

Automatic Hiding on Creation lets SolidWorks hide any components

that would be hidden in a drawing view as the view is being created.

Do

Where to Find It Q Click Tools, Options, System Options, Drawings, Automatically hide components on view creation.

Add a new view of an assembly. The four battery components are fully enclosed and are automatically hidden.

312

Note

The view settings for example below are: Q Q

Tangent Edges Removed Hidden Lines Visible

Observe the results below where the option was not used. Bottom view





Editing of the list of affected components is the same as with Hide Component (see Hide Component on page 310).

Advanced Show/ Hide and Advanced Selection

Advanced Show/Hide and Advanced Selection are assembly-based methods of automating Hide Component and Suppress Component.

They can help create assembly configurations that are used for drawing views.

Where to Find It Q Click Tools, Advanced Select....

Advanced Selection is used to select

components based on criteria. For example, all vendor hardware components from a specific company have a Custom Property Vendor and a number. Note

Do

The only difference between advanced component selection and Advanced Show/ Hide is that Advanced Show/Hide is only good for one thing: showing or hiding components. Advanced selection does just that – it selects components. Once selected you can suppress them, delete them, and so on. Advanced Select is available in part and

assembly documents only.


313

Lesson 7




Create Criteria to select part components that have the Custom Property Vendor with the Value 1134.

The Property pulldown contains common Custom Properties plus some SolidWorks Special properties. The components that meet the criteria are selected. Once selected, they can be hidden, suppressed, deleted, or used in other ways.

Where to Find It Q

In the ConfigurationManager, right-click a configuration name and select Advanced Show/Hide....

Advanced Show/Hide can be used for hiding

Do

or showing components based on a set of criteria. For example, you can find and hide all hardware components in an assembly have names that begin with HW_.

314





Create Criteria to select and Hide part components whose Document name contains the Value HW_.

All components that meet the criteria are hidden.

Procedure: Creating Views of Assemblies

Create drawing views that reference assembly files using techniques similar to those used in making drawing views of parts.

Do

1


New drawing.

Create a new drawing, C-Landscape, using the standard sheet format. Set the Scale to 1:6.

315

Lesson 7



2

Named View. Create a Named View of the

Note


Overender assembly (Lesson08\Case Study\Overender) using the Right orientation. Use the default scaling and position the view in the lower left corner.

Use the Default configuration in each drawing view.

3

Projected View. Add a Projected View from

the existing view.

Position it to the right of the existing view.

4

Pictorial.

Create another view using the Isometric orientation.

5

New sheet.

Do

Add another drawing sheet of the same size with the same template.

6

Alternate Position View.

Create an alternate position view using a Right view with the Position_1 configuration. Add the Position_2 configuration as the Existing configuration. 7

Save and close the drawing.

Name it overender. It will be used again in the next lesson.

316



Exercise 18: Assembly and Part Views

Create a drawing with assembly views using the descriptions provided. This lab uses the following skills: Assembly Views.

Q

Perspective Views.

Q

Hide Component.

Q

Flat Pattern View.


Q

Units: Inches

Size: C-Landscape

1

Perspective and Model Views.

Apply perspective to the Heater assembly Isometric view and create a new Model View in order to apply perspective in the drawing.

Do

2

Exercise 18

Alternate isometric view.

Create an alternate isometric style view and name it.

317


3

Cutaway view.


Create a cutaway view in the assembly using an assembly feature.

4

Assembly views.

Do

Add assembly views as shown using orthographic views, Model Views, cutaway view, driven dimensions and a detail view.

318

5

Hide Component. Use Hide to hide components in the

alternate isometric view.

Exercise 18


6

Part views.

Do


Add a second sheet for drawing views of the cabinet1 component. Add a Named View, flat pattern view and detail views. Also, add driven ordinate dimensions.

Exercise 18

319


Exercise 19: Assembly Views

Create a drawing with assembly views using the descriptions provided. This lab uses the following skills: Q

Assembly View.

Q

Exploded View.

Q

Hide Component. Broken-out Section View.


Q

Q

Alternate Position View.

Q

Section View.

Units: Inches

Size: C-Landscape

1

Sheet1. Add an Exploded View of

the sub-assembly Base Assembly.

Note

You have to create any necessary exploded views, configurations and so on.

2

Alternate Position View. Add an Alternate Position View using positions that show the

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maximum range of motion of the Clamp.

320

Exercise 19


Add a view that shows the motion of opening the Cover.

4

Add a Section View with some components uncut.


3

5

Sheet2. Add an Exploded View of the entire

assembly Reading Light.

6

Broken-out Section View. Add a Broken-out Section View showing

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how the Shade and Elbow fit together.

Exercise 19

321



Lesson 8 Bill of Materials and Tables

Upon successful completion of this lesson, you will be able to: Create a customized bill of materials (BOM) template.

Q

Modify a bill of materials.

Q

Control the ordering of components in a bill of materials.

Q

Add a design table to the drawing.

Q

Add a hole table.

Q

Create a revision table.

Do

Q

323

Lesson 8


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Bill of Materials and Tables

324



Creating and Managing a Bill of Materials

This lesson explains on how to create a customized bill of materials (BOM) template and presents the best practices for implementing and managing the data that is linked between the bill of materials and an assembly file and its parts.

Lesson Topics

Each of these topics comprises a section in the lesson. Q Q Q


Q

Inserting a BOM BOM templates Displaying the part details in the BOM Editing the BOM Inserting design tables into a drawing Inserting hole tables Inserting revision tables

Q Q Q

The Bill of Materials

Creating a bill of materials is an automatic function that uses a table similar to the Hole Table and Revision Table. Changes at the assembly level (deletions, reordering, additions and so on) are reflected in the BOM.

Tip

Older drawings that contain Excel-based BOMs are supported: Q Q Q

To edit the BOM in Excel, right-click Edit Bill of Materials. To hide the BOM, right-click Hide Bill of Materials. To delete the BOM, right-click Delete.

Where to Find It Q

Q

Q

Click Bill of Materials on the Annotations toolbar. Or, click Insert, Tables, Bill Of Materials.... Or, right-click and select Tables, Bill Of Materials....

Tip

Inserting a BOM adds an icon to the FeatureManager design tree.

Do

The default BOM contains columns for ITEM NO., PART NUMBER, DESCRIPTION and QTY. The SolidWorks software populates the columns automatically. Additional User Defined columns can be added extracting Custom Property information.

Click in a table cell to access table, cell and column options. Click on the blue header to edit the feature definition.

Creating and Managing a Bill of Materials

325

Lesson 8



Table Properties


Use the BOM Type of Parts only when the assembly consists of only part components, or, you only want to see the parts. The default order of the components in the BOM is the same as the order in the assembly FeatureManager design tree. The components are numbered and counted.

When the assembly consists of both part and sub-assembly components, there are several options to displaying it with the BOM. You can select Top level only.

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You can also display the BOM as Indented assemblies.

326




The default Table Template, bom-standard.sldbomtbt, contains columns for ITEM NO., PART NO., Description and QTY. The SolidWorks software populates the columns in the default template automatically. Other templates supplied with the software add the following columns to the default format. They are located in the following directory: \SolidWorks install directory\lang\english. Columns added to default format

bom-material.sldbomtbt

Material

bom-stock size.sldbomtbt

StockSize

bom-vendor.sldbomtbt

Vendor

bom-weight.sldbomtbt

Weight

bom-all.sldbomtbt

Vendor, Weight, StockSize, Material


BOM template file name

Set an Anchor Point to position the BOM with respect to the underlying sheet format. Use Edit Sheet Format to access the sheet format.

Right-click the desired endpoint in the format and select Set as Anchor, Bill of Materials.

Expand the Table Anchor group box and

button. Click Attach

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click the Top Left to anchor.

Without the Table Anchor, the BOM can be dragged and “snapped” to endpoints and lines in the sheet format below.


327

Lesson 8



Use the Configurations group box to select which configuration(s) to show in the Quantity (QTY.) column(s). They are considered Tabulated tables.


When Top level only is used with multiple configurations, the configuration name is used in the column header as configuration/ QTY. For Top level only BOM types, one ore more configurations can be selected. For Parts only and Indented assemblies, only one configuration can be selected.

The Part Configuration Grouping group box is used to determine how parts with multiple configurations in the assembly are listed in the BOM.

Display as one item number combines all instances of the same part but different configurations. Display as one item configurations with the same name combines all instances of the

same part, different configurations but the same User specified name.

Use the Keep Missing Item group box to determine what happens in the BOM when a component is suppressed. If the component is a sub-assembly, all components within it are considered missing.

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You can display it with a Strikeout or as set with Zero Quantity Display.

If a component is hidden, there is no change in the BOM listing.

328




When items are missing, the Zero Quantity Display can be set to: Quantity of dash “-”; Quantity of zero “0” or


Blank.

Note that these options are used when strike through is cleared. Use the Item Numbers to set the Start at value different than 1.

Do not change item numbers is used to prevent renumbering if sorting is used.

BOM Contents

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Use the BOM Contents to hide an item in the BOM. Click a component icon (in the “eyeglasses” column) to hide/show.

In this example the Arrow remains visible in the view and there is no renumbering. The “balloon” column shows whether a component has been ballooned or not. In this example, items 2 and 5 have been ballooned.


329

Lesson 8



The Row and Group buttons can be used to change the sequence and to group components. The Up and Down buttons move the selected item numbers up or down in sequence.


To move more than one item number at the same time, select in the left columns of each and use the Group

button to combine them. Use the Ungroup

group.

button to break up a

Control of Part Number Content

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There are three ways to display the part number (PART NO.) in a bill of materials. Through the ConfigurationManager you can access Configuration Properties and specify how the assembly or part is listed in a bill of materials.

Document Name

The part number is the same as the document name.

330




Configuration Name

The part number is the same as the configuration name. User Specified Name


The part number is a name that you type.

Column Options

Many options are available only through cell selection and right-clicking. The results vary by table type. For generic table functions, see Table Functions on page 338.

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To insert a new Column, select a cell in the row that will adjoin it and right-click Insert, Column Right or Column Left.


331

Lesson 8



Set the column type by clicking in the header cell and clicking Column Properties. Both the Title and Custom property or Equation can be set. The property or equation will determine the information put into the cells. If neither is used, the column cells remain empty.


The Item Number and Part Number columns can be used and are automatically filled. The Quantity header is greyed out because it has already been used.

SolidWorks special properties (SW- prefix) can be used from the Custom Properties list. They extract information from the component parts.

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If one of the components contains a custom property, it will appear in the list among the generic properties. In this example, Status is selected from the Custom Property dropdown. The same name appears as the title, but can be typed over. The column is added and filled with the value of the Status property.

332





Use the arrows to reposition the current column by moving it left or right. Clicking the left arrow moves the Status column.

The Equation Editor can be used to combine properties and column information with mathematical operators. Here properties are combined.

From the Custom properties click SWFolder Name, the General Format button ({}) and SW-File Name.

General Format can be

used to set the output format, the number of decimal places. The Text option can place a text string anywhere in the equation.

For example, use the format and text to make column information look like money. Type 2 for Decimal places and click Enter. Type $ in the Text field and click Enter.

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Add the remainder of the equation {2}"$"'Cost'*'QTY.'


The value 1 will read as $1.00 including the 2 decimal places or training zeroes.

333

Lesson 8



Logical Operators like the IF function can be used to test values and select results. The function is evaluated as test; if true; if false.

Click IF Function, from the Columns list select QTY., click

, click

, click

, type “Add ”, click QTY., click

If the quantity (QTY.) value is 0, 1 or 2, specify the text string “standard”.

,


, type “arrow(s)”, click type “standard”.

If the quantity (QTY.) value equals or exceeds 3, subtract 2 from that value and position it between the text strings “Add “ and “arrow(s)”.

Mathematical Operators

can be applied to the values within columns. Add a column named Unit Cost based on the property Cost. Add an equation 'QTY.'*'Unit Cost' to define a new column Sub Total.

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Each of the parts in the assembly contain a custom property Cost and associated value.

334




User defined rows and columns can be created with your text. If no Custom Property is selected, the cells can be filled by doubleclicking and typing. The symbol library is also available within the cell.


A user defined row can be used to add an item that is not a component, such as paint. Adding a row generates an item number unless the Show Item Number option is cleared. Text can be typed into cells of the table. A warning will appear when a cell is doubleclicked, noting that the table and therefore the cell is linked.

Sum Cells can be created to add the contents

of the cells above it in the column. Create a new row above the “Arrow” row and click in the cell. Click Sum/Total Cell and Sum.

Sums are taken from the last sum cell or the beginning of the column.

Total Cells are used to get a final sum of a

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column. Add a new row at the bottom and click Sum/Total Cell and Total.

Totals include any previous sum cells. If there are none it combines all previous cells.


335

Lesson 8



Table Templates (*.sldbomtbt) can be

saved from existing tables and used again. They can store column information. Right-click Save As Template... and use the Save As browser to place the new file.


In a different assembly drawing, select the file through the Table Template browser.

The columns created in the template are used in this BOM.

Drag-select multiple adjacent cells and rightclick Cell, Merge to combine them. Text can be added the combined cell and optionally be rotated. For more information on modifying cells, see Table Functions on page 338.

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To delete a column, row or the entire table, click a cell of that column/row and right-click Delete, and select Table, Column or Row.

336





Use Sort to sort any of the columns in Ascending or Descending order. Select the table and right-click Sort. Choose a Sort by column and optionally one or two Then by criteria.

In this example, the table is sorted by QTY. in Descending order.

An alternate sorting method is to Group items. Select the types of items in the table (Assemblies, Parts and Other), and use the Up and Down buttons to set the precedence.

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Other would be used for user defined rows.


337

Lesson 8




Right-clicking Follow Assembly Order can be used to revert back to the standard sorting.

The table can be divided at any row or column using Split. Click in a cell at the division point and right-click Split, Horizontally Below, Horizontally Above, Vertically Left or Vertically Right. A separate table is generated with its own column headers. The split table can be moved independently. Drag the table to the corner of the original table to “snap” them together.

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To return the tables to a single table, rightclick Merge.

Table Functions

Tables have some similar functions and are used for several purposes in drawing sheets: Q Q Q Q

Bill of Materials Hole Tables Revision Blocks Weldment Cut Lists

Table functions are similar for Table Format and Cell Properties.

338

Table Functions



These examples use the BOM table. Where to Find It Q Click Insert, Tables, and select a table

Tip

The contents of cells vary by table type.

option. A Table consists of cells arranged in rows and columns. Each cell is capable of having text or data in it, and can be formatted.

Column


Select all cells in a table by right-clicking a cell of that column and choosing Select, Table.

Title

Select all cells in a column by right-clicking a cell of that column and choosing Select, Column.

Select all cells in a row by right-clicking a cell of that column and choosing Select, Row.

Row Cell

Grid Line

Border Line

Move the table on the drawing sheet by selecting on the table to activate it, and dragging by the banner on top.

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Cell content can be changed by doubleclicking in the cell and typing. If the cell contains automatically generated information, a message appears with a warning.

Table Functions

339

Lesson 8



Resize rows or columns by dragging the grid

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or border lines. The drag will stop at the minimum size required for the included text.

340

Table Functions



Table Format

Settings for all cells in the table can be made when the table is selected and the Table Format button is selected.


The uppermost group box is the Header. It can be used to set the Title of the header and Display title. The Position of the header can be set above or below the rows.

The Border group box sets the line thickness for the Border lines

lines

or both

, Grid .

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The Layer group box allows for the table to be assigned a layer. The table assumes the layer color.

Table Functions

341

Lesson 8



Cell Properties

Use the Text Format options to align the text to the cell. This example uses Center

and Middle

alignment applied to a selected cell.


Assign the Text Format by selected cell, row, column or table.

To select all cells in a table, column or row: right-click a cell and choose Select, then Table, Column or Row.

The Rotate button to rotate the text in a cell, row, column or table. Each click rotates the text 90 degrees counterclockwise.

Adding a BOM

Adding a default BOM to a drawing requires selection of a drawing view with assembly reference.

Do

1

2

Open the overender drawing file. Font size.

Click Tools, Options, Document Properties, Annotations Font, Tables. Set the table font to Century Gothic, Regular and 8 points. This sets the font size for

all tables.

342

Adding a BOM



3

Anchor point.

Right-click the sheet and Edit Sheet Format. Right-click the upper left endpoint and Set as Anchor, Bill of Materials. Return to editing the sheet. 4

Select a view.


Select one of the views that contains the assembly that the BOM should be generated for and click Insert, Tables, Bill of Materials...

5

.

BOM template.

Select the Table Template bom-standard.sldbomtbt and Attach to anchor by the Top Left. Use the BOM type Parts only. Click OK.

The BOM is added.

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6

Adding a BOM

343

Lesson 8




Modifying the BOM

Existing BOM tables can be modified after creation to include additional columns, formatting or changed settings. The changes that have been made can be saved as user-defined templates.

Shift Column

Existing columns can be moved to the left or right of their current position.

7

Column properties.

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Click any cell in the QTY. column and Column Properties. Click the left-facing button twice to the move the column to a position between the ITEM NO. and PART NUMBER columns.

Add Column

344

New columns can be added at any position of the table. Each column requires a property, either user defined or custom. Custom properties are used to fill the cells automatically. Modifying the BOM



To review Properties, refer to Lesson 5: Drawings Sheets and Templates.

Note

8

Add Column.

Right-click in a cell of the DESCRIPTION column and select Insert, Column Right. Choose the Custom property manufact from the dropdown list. Type the name MANUFACTURED as the Title.


Drag the borders to resize the width of the column.

Table Format

The Table Format allows you to change header, border, text and layer settings for the entire table.

9

Column formatting.

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Right-click in a cell of the MANUFACTURED column and choose Select, Column. Click Cell Properties and Left Justify.

Modifying the BOM

Columns and individual cells can be justified horizontally or vertically. Set the rest of the columns as shown.

345

Lesson 8



The BOM can be split into smaller tables by dividing horizontally or vertically. The split portion retains the column titles and can be dragged anywhere on the drawing.


Splitting a BOM

10 Split Horizontally.

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Click in a cell of the item 19 row and right-click Split, Horizontally Above. The table is split into two between items 18 and 19.

346

Modifying the BOM



11 Drag.


Drag the split portion of the table away from the original and “snap” it onto the upper edge of the sheet format.

Creating BOM Templates

Customized BOM templates can be created by saving the current BOM to a file. Columns and formatting is saved in the template.

Note

Splitting of a table is not saved with the template.

12 Save template.

Right-click on the BOM and select Save As Template. Add the template to the local folder, naming it template with manufactured.

Adding Items

Items that do not exist as parts in the assembly can be added to the BOM manually. This is done by adding rows to the table and editing the cells. The sequential item number is added automatically.

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13 Insert Row.

Modifying the BOM

Right-click in the last row (27) of the BOM and choose Insert, Row Below. A new item (28) is added to the ITEM NO. column, the rest of the cells remain empty.

347

Lesson 8



14 Fill cells.


Double-click in the cells and click Yes in the message box. This message refers to cells that are automatically filled by property values. Type the text shown below.

Tabulated Bill of Materials

A Tabulated Bill of Materials can be used when the assembly contains multiple configurations. The tabulation affects only the QTY. columns.

1

New sheet.

For purposes of demonstration, create a new drawing sheet using D-Landscape with the same settings as the current one. Add an isometric view of the same overender assembly. Use the Position_2 configuration.

2

Insert BOM.

Insert the BOM using: Table Template =

template with manufactured Table anchor = none

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BOM Type = Top level only

348

Configurations = Select All Configurations




3

Tabulated BOM.


The tabulated BOM lists the quantity of items for each configuration selected in the format configuration/QTY.

Position the BOM to the left vertical line of the sheet format.

Note

The PAINT item does not appear in the BOM. This is because it was added manually in the original BOM.

Zero Quantity

The BOM can display a cell with a quantity of zero in three ways: with a dash, numeric zero or blank cell.

4

Configurations.

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Narrow down the configurations to only No Hardware and Position_2 using the Table Properties.

5


Missing items.

The items 21 through 27 are missing from the No Hardware configuration. They are displayed with the default dash.

349

Lesson 8



6

Zero quantity display.

Using table properties, set the display to Quantity of zero “0”.

BOM Contents


The BOM Contents dialog can be used to group items, reorder items, set row visibility and check whether components have been ballooned.

7

Row Visibility.

Click in the BOM and choose BOM Contents. Click in the Toggle

cell for item number 4. After Apply, the row for that item number is removed without renumbering.

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Row Visibility

350




Sort

The Sort option can be used to sort items differently than the default assembly order. They can be sorted by column or type. The item numbers can be maintained during the sort. 8

Sort.

Note


Right-click in the DESCRIPTION column and choose Sort.... Set Sort by to Ascending. The items numbers are changed by the sorting.

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Design Tables in the Drawing

Balloons label the parts in the assembly and relate them to item numbers on the Bill of Materials. Balloons are automatically suppressed when the components they reference are suppressed. For more information, see Balloons on page 179. Many of your parts or assemblies may contain design tables. It is good practice to display those design tables in the drawing so that a single drawing can represent all the configurations. A design table can only be inserted if the top level component in that view has a design table. For instance if a drawing view shows an assembly, the only way you can insert a design table using that view is if the assembly file has a design table.

Tip

If you wanted to show a part level design table in the assembly drawing, a workaround is to create a separate view of the part that contains the design table. Insert the design table and then hide the view of the part.

Where to Find It

Q


Select a view then click insert Insert, Tables, Design Table....

351

Lesson 8



1

Open drawing.


Open the existing drawing Design-table.

2

Insert Design Table.

Click the Isometric view and Insert, Tables, Design Table....

Drag the design table into the top left corner of the drawing sheet.

Editing the Design Table

To change the table appearance you can edit the table in the part and modify it accordingly. This includes hiding and formatting the table.

3

Edit the table.

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Double-click on the table in the drawing and it will open the part file with the table active in the graphics area.

Using Excel

Many of the changes that are needed are Excel changes. When the design table is open for editing, Excel menus are made available.

Tip

If you click outside the table, it closes. Right-click the Design Table feature and select Edit Table to reopen it.

352




4

Insert a new row.


Right-click row header 2 and select Insert to add a new row above it.

5

Add titles.

Type in the titles that will appear in the drawing in the new row.

6

Hide a row.

Right-click row header 3 and select Hide. The row with the dimension names is hidden but not deleted.

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7

Format Cells.

Right-click the populated cells and select Format Cells.... Several changes will be made to the appearance of the cells and table.


353

Lesson 8



8

Add borders. In the Format Cells dialog box select the Border tab.

Select a thick line style and click the Outline button Select a thin line style and click the Inside button.


Click OK.

9

Fill Color.

Select the top left button in the table and click the white Fill Color tool.

10 Resize the table.

Drag the bottom-right corner handle of the table to remove the blank cells surrounding the table.

11 Column width.

Select the three columns as shown and right-click Column Width.

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Set the value to 15 and click OK.

354




12 Center text.

Select all the cells and click the Center text in the cells.

tool to center justify the


13 Return to the drawing.

Click outside the design table to close it.

Resizing OLE Objects

When OLE objects are inserted into a drawing you may have to adjust their size. The size can be adjusted by dragging the corners of the OLE object. However if an exact size is required then you can enter width, height or scale values through the object’s properties.

14 Resize the design table.

To increase the size of the design table, rightclick on the table and select Properties....

Enter a Scale of 2 and click OK.

The three values are linked together to maintain the aspect ratio of the object. Changing one value causes the other two to change accordingly.

Isometric Dimensions

Dimensions can be added to the isometric view on the drawing. The resulting dimensions are Driven (reference) dimensions.

Do

Note


355

Lesson 8



15 Add a reference dimension.


Using the standard dimension tool, select vertices and edges to create an isometric dimension.

16 Additional dimensions.

Add two more dimensions to describe the overall size of the part.

17 Display.

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Center the dimension text and turn off the parentheses.

356




18 Dimension text name.

Click on the upper dimension and overwrite the standard text with Width.


The true dimension can be brought back at any time by retyping . 19 Remaining names.

Add text to replace the text on the other two dimensions with the names of the columns in the design table.

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20 Finished drawing.


357

Lesson 8



Hole Tables

You can use Hole Tables to automatically generate hole information in a tabular format. Columns including those for hole size and location can be created from model information.

Where to Find It Q Click Insert, Tables, Hole Table.... Q

.

For more information on the use of Tables, see Table Functions on page 338. For more information on the Notes created by the hole table, see Notes on page 142.


Q

Or, on the Annotations toolbar, click Or right-click and select Tables, Hole Table....

Tip

The Hole Table templates supplied with the software add columns to the default format. They are located in the following directory: \SolidWorks install directory\lang\english. The Standard hole templates create TAG, XLOC, YLOC and SIZE columns. One uses letter tags, the other number tags. All sizes and tags are listed separately, nothing is combined. standard hole table--letters.sldholtbt standard hole table--numbers.sldholtbt

The Combined hole templates create TAG, XLOC, YLOC and SIZE columns. They vary by combining like sizes or tags with letter or number tags. hole table--sizes combined--letters.sldholtbt hole table--sizes combined--numbers.sldholtbt hole table--tags combined--letters.sldholtbt hole table--tags combined--numbers.sldholtbt

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Click Insert, Tables, Hole Table... and select the lower left vertex as the Origin. The standard hole table-letters.sldholtbt template is used.

358

Hole Tables



Select the face in the Edges/Face list. All cut loops within the face boundary are automatically selected.


Individual loop edges can be selected in addition to or in place of the face selection. Click OK and place the table on the drawing using the table cursor . The table is placed on the drawing and Notes are added near the holes.

Non-circular hole, such as this slot, are located by geometric center. No size values are listed in the cell for these features. Dimensions added for clarity.

Do

The X axis and Y axis can be identified in place of the Origin selection.

Hole Tables

359

Lesson 8



Properties of the Hole Table


Click in the Hole Table and click the Table Properties button. Use the Alpha/Numerical Control group box to set the Tag used. Click 1, 2, 3... to use numerical tags.

The corresponding notes in the view are changed with the table.

Click A, B, C... to use alphanumeric tags (D4) where the letter prefix designates a specific hole size and the number designates an instance.

Use the Scheme to Combine same tags and group holes that are the same into a single Tag.

Do

Using this option removes the location columns XLoc and YLoc.

360

Hole Tables




Use the Scheme to Combine same sizes and group holes that are the same into a single Size.

Column Headers

Select a column header to access the Column Properties. Click the Quantity option to change the type of information displayed in the column.

The column Title can also be changed.

Do

Click the Left or Right arrow buttons to move the selected column left or right within the table.

Hole Tables

361

Lesson 8




Add a column by right-clicking in a cell and choosing Insert, Column Right. Set the column properties including the Title NOTES for the Custom column.

Table Cells

Do

Click in a table cell to access the Cell Properties. The content of the properties varies based on the header. Size headers contain information from the model. All other columns (such as those in the NOTE column) produce a standard Cell property.

362

Hole Tables



Double-click in a standard cell to add Note text within it. Type the text and click outside the table to end the editing.


All the cells in the NOTES column would be filled in this way.

Click a column header (XLoc in this example) and right-click Sort, Ascending to sort the data by smallest to largest.

Do

Right-click a cell and select Jump to Tag to highlight the hole on the model.

Hole Tables

363

Lesson 8



Hole Table Axis


The Hole Table Axis has properties to change the names of the X Axis and Y Axis labels.

Move the Hole Table Axis position by dragging and dropping the origin onto another vertex point.

The XLoc and YLoc columns update accordingly.

Use the Edit datum definition button to change the selections for the Datum.

Do

Resize and reposition the coordinate markers by dragging and dropping control points.

364

Hole Tables



Revision Table

You can use a Revision Table to add a Revision Table (block) and related Revision Symbols to the drawing.

Where to Find It Q Click Insert, Tables, Revision Table.... Q

Or, on the Annotations toolbar, click

.

Tip

For more information on the use of Tables, see Table Functions on page 338. For more information on the Notes created by the revision table, see Notes on page 142.


The Revision Table templates supplied with the software add columns to the default format. They are located in the following directory: \SolidWorks install directory\lang\english.

The standard revision template creates ZONE, REV, DESCRIPTION,DATE and APPROVED columns. The ZONE column is omitted from the other template. standard revision block.sldrevtbt no zone column.sldrevtbt Click Insert,

Tables, Revision Table... and choose

the standard revision block. sldrevtbt template.

Click the triangular Revision Symbol Shape.

Click OK to place the table on the drawing sheet.

Do

Dock the table by dragging it to a corner of the sheet format and dropping it.

It can also be located with a Table Anchor. See page 327 for more information on anchors.

Revision Table

365

Lesson 8



To add a revision to the drawing, rightclick on the table and choose Revisions, Add Revision. A new revision is added to the table with the current date.


Use the cursor to place one or more Revision Symbols on the drawing. To generate a leader, place the symbol on a vertex, edge or face. The symbols are Note annotations.

Add more Revision Symbols of the current revision by right-clicking the desired revision row and choosing Revisions, Add Symbol.

Empty cells can be double-clicked and filled with note text or changed through the PropertyManager.

Column Properties can be used to

Do

change the content of a column to a Commonly used name or a Custom Property. For more information on adding new columns and using properties in a table, see see Add Column on page 344.

366

Revision Table



Additional revision rows are added by right-clicking the table and choosing Revisions, Add Revision. It is added below the last revision with a sequential letter.


Deleting a Revision Symbol will prompt to delete the related revision history block row.

Weldment Cut List Table

You can use a Weldment Cut List Table to add a BOM-like table for cut, welded structural shapes.

Where to Find It Q Click Insert, Tables, Weldment Cut List.... Q

Or, on the Annotations toolbar, click

.

Tip

For more information on the use of Tables, see Table Functions on page 338.

Items that appear in the cut list must have been added to the cut list at the part level with Create cut list item.

The Weldment Cut List Table templates supplied with the software add columns to the default format. They are located in the following directory: \SolidWorks install directory\lang\english. The standard revision template creates ITEM NO., QTY., Description,MATERIAL, COST and REVISION columns.

Do

cut list.sldwldtbt


367

Lesson 8



Click Insert, Tables, Weldment Cut List Table...

and choose the cut list.sldwldtb t template.


Click OK to place the table on the drawing sheet.

Dock the table by dragging it to a corner of the sheet format and dropping it.

It can also be located with a Table Anchor. See page 327 for more information on anchors.

Column Properties can be used to

change the content of a column to a Cut list item name, User defined, or Cut list item property. The Cut list item properties are LENGTH, DESCRIPTION and MATERIAL.

Do

For more information on adding new columns and using properties in a table, see see Add Column on page 344.

368



Exercise 20: BOM and Balloons

Create the drawing shown below complete with bill of materials using the descriptions provided. This lab uses the following skills: Q

Single and Stacked Balloons. Alternate Position View.


Q

Modify a Bill of Materials.

Q

Units: inches

Size: B-Landscape

Drawing Views

Create a drawing and drawing views.

1

Drawing sheet.

Create a new drawing, B-Landscape, with the standard sheet format.

2

Drawing views.

Create the drawing views shown below using the assembly 143assy-F-2. Add the bill of materials using a standard template.

Alternate Position View

Do

Create an Alternate Position View to represent the Plunger in its extreme limit of travel.

3

Add Alternate Position View. Add the Alternate Position View to the Back view. Use Collision Detection or Dynamic Clearance to position the Plunger properly.

Use Hide Component to remove any unnecessary components from the overlay view. Exercise 20

369


Insert and Modify BOM

Create a new BOM template and modify it. 4

Modify the template.


Modify one of the standard BOM templates to display only Item No., Quantity and Part No. columns.

Balloons

Add Balloons to the drawing using the various alignment tools to organize the balloons in the drawing.

5

Balloons.

Add single Balloons to the pictorial views, aligning them as shown.

Add a Stacked Balloon to the fasteners as shown. Use multiple leaders to the stacked balloon annotation.


Do

6

370

Exercise 20


Exercise 21: Customizing a BOM

Create this drawing with BOM using the descriptions provided. This lab uses the following skills: Modify a BOM.

Q

Balloons.

Q

Dimensions.


Q

Units: inches

Size: B-Landscape

BOM Template

Create a new BOM Template that includes customized properties in the columns.

Drawing

The drawing includes views, a BOM and annotations.

1

Drawing Sheet and Views.

Create a new drawing with two views of the Display Stand assembly. Insert a BOM using a standard template.

2

Modify BOM.

Do

Modify the BOM to include the following custom property names and column titles (in addition to the ITEM NO., QTY. and PART NO. columns).

Tip

Exercise 21

Use the bom-all.sldbomtbt table template and modify the columns as needed.

371


3

Balloons.


Add balloons to the Isometric view.

4

Dimensions.

Insert the driving dimensions for the NewBase component.


Do

5

372

Exercise 21


Exercise 22: Hole Tables

Create this drawing using the descriptions provided. This lab uses the following skills: Q

View definition.

Q

Hole Tables.

Q

Balloons.


Units: inches

Drawing Sheet 1

Use the following graphics as a guide to create the drawing sheet shown.

1

Drawing Sheet and View.

Create a new drawing with one view of the Hole_Table part.

2

Hole Table. Add a Hole Table,

positioned and configured as shown in the details below.

Do

Modify the labels, datum and table as shown.

3

Exercise 22


373


Exercise 23: Assembly Drawings

Create this drawing using the descriptions provided. This lab uses the following skills: View definition.

Q

Detail Views.

Q

Bill of Materials.

Q

Balloons.

Q

Multiple drawing sheets.


Q

Q

Driven dimensions.

Units: inches

Drawing Sheet 1

Use the following graphics as a guide to create the drawing sheet shown.

1

Create a new drawing

Open a drawing and name it Main Assembly. Use a C-size landscape sheet with no template.

2

Three views.

Do

The drawing should have three views (two orthographic and one section), balloons and a bill of materials. Use the assembly named ASSY DRAWINGS.

Optionally, change the drawing sheet to use a template and insert the bill of materials at an Anchor Point.

374

Exercise 23


Drawing Sheet 2

Use the following graphics as a guide to create the drawing sheet shown. 3

Second sheet.

Create a second drawing named Offset Shaft, C-size landscape, with three standard views of the part Offset Shaft at scale 3:1. 4

Broken View.

Do


Break one view and add a Detail View. Add dimensions.

Exercise 23

375


Exercise 24: Utilizing a Design table

Create the following drawing using the views, notes and dimensions provided. This lab uses the following skills: Q

Projected Views. Annotations.


Q

Inserting and resizing OLE objects.

Q

Units: inches

Size: A-Landscape

Procedure

Use the following graphics as a guide to create the drawing and design table.

1

New drawing and views.

Create a new drawing sheet and drawing views using the part named tube.

Do

2

Add the dimensions as driven (reference) and modify the dimension text so that only the required annotation is displayed.

3

Design Table. Reformat the Design Table

using different colors in the cells and add column headers substituting the dimensions with (L), (ID) and (OD). Insert and resize the table and font so that it is a suitable size in the drawing. 4

376

Dimensions.


Exercise 24



Lesson 9 Performance and Display Issues

Upon successful completion of this lesson, you will be able to: Use large assembly mode.

Q

Open a drawing in LightWeight mode.

Q

Create a Detached drawing.

Q

Find and resolve display issues.

Do

Q

377

Lesson 9


Do


Performance and Display Issues

378



When working with SolidWorks drawings there are various options and techniques that you can apply in order to increase the performance of your SolidWorks session. These options and techniques are discussed in this lesson. Another subject discussed in this lesson is how to resolve display issues with drawing views if they arise. An example of a display issue is explained and resolved in the lesson.

Large Assembly Mode

Large assembly mode is a system option that can aid you in manipulating and producing SolidWorks assemblies. Although mainly associated with assembly files, this functionality can also aid in the production of drawings.



In the bottom section of the large assembly page in the options dialog are settings that are applied to drawings, and when large assembly mode is activated this can increase the performance of view/drawing creation.

Lightweight Drawings

Using Large Assembly Mode implies that Lightweight Drawings are also used. Drawings can be loaded in lightweight format similar to assemblies. This minimizes the amount of reference information that is loaded with the drawing, increasing the speed of loading and manipulation. The drawing references: assemblies, sub-assemblies and parts, are all loaded lightweight. For more information on loading Lightweight, see the Advanced Assembly Modeling manual. Q

Select Tools, Options, System Options, Large Assembly Mode

Q

Or click Large Assembly Mode

on the Assembly toolbar.

Do

Where to Find It


379

Lesson 9


Large Assembly Mode settings. Access the Large Assembly Mode settings. Change them to match the settings below and click OK.


1


2

Open the drawing file Airsource.

Do

Select the Airsource drawing and note that the Lightweight option is checked.

380




3

Large Assembly Mode notification.

In step 1 the component threshold for Large Assembly Mode was set to 10. The assembly that you are trying to open has a greater number of components. You are asked to confirm that you want to work in large assembly mode. Click Yes. If a drawing has been saved with Large Assembly Mode enabled opening it will revert to Large Assembly Mode regardless of the threshold setting in Tools, Options.


Note

Dynamic Highlight Disabled

When Large Assembly Mode is active the Dynamic Highlight option can be disabled. This relates to selecting components, edges, vertices and faces in views, and when selecting components or features in the FeatureManager design tree.

4

Review the drawing.

With Large Assembly Mode enabled, the lightweight symbol appears at the cursor.

5

Lightweight Drawing.

Do

The lightweight drawing loads the drawing and associated components, parts and assemblies, in lightweight mode. Expanding the drawing view and assembly displays the lightweight symbols.


381

Lesson 9



Toggle Large Assembly Mode

You can toggle large assembly mode off at any time to regain the functionality that is disabled in the settings. 6

Toggle Large Assembly Mode off. Click Tools, Large Assembly Mode to toggle the setting off. This

does not toggle off lightweight drawings. 7

Resolve Lightweights.

Note


Right-click any of the drawing views and choose Set Lightweight to Resolved. This will force the components loaded lightweight to be resolved into the full components. Clicking the view or components in the view does not convert them to Resolved.

8

Review the drawing.

The lightweight symbols have been removed from the components.

9

Close the drawing.

The Automatic hiding of components on view creation can be a very useful feature when working with large assemblies. For more information, see Automatic Hiding on Creation on page 312.

Where to Find It

Q

Do

Automatic Hiding of Components

Click Tools, Options, System Options, Drawings, Automatically hide components on view creation.

10 Set automatic hiding. Click Tools, Options, System Options, Drawings, Automatically hide components on view creation.

382




11 New drawing.

Open the Airsource assembly and Make Drawing From

. Click No to create a new drawing and toggle Part or Assembly Large Assembly Mode on. 12 Create a Model View.

tool.


Create an Isometric view using the Model View

Do

13 Drawing View Properties.


Access the properties of the new view. Click the Hide/ Show Components tab. This list shows all the components that were automatically hidden when the view was created. Click OK to close the dialog.

383

Lesson 9



14 Save and close the files.

Detached Drawings

Detached Drawings are designed so

you can open and work in drawing files without the model files being loaded into memory. The drawing is detached from the references.


Drawing Views and the top level feature are marked with a broken link, the icon used to represent a Detached Drawing.

If the referenced model is needed for an operation within a Detached Drawing, you are prompted to load the model file. You can load the model manually by right-clicking a view and selecting Load Model.

This method differs from the lightweight drawing method of loading a reduced size reference. The Detached Drawing loads no references at all. You can send Detached Drawings to other SolidWorks users without sending the model files. You also have more control over updating the drawing to the model. Members of the design team can work independently on the drawing, adding details and annotations, while other members edit the model. When the drawing and the model are synchronized, all the details and dimensions added to the drawing update to any geometric or topological changes in the model.

Performance

The time required to open a drawing in detached format is significantly reduced because the model files are not loaded. Because the model data is not stored in memory, more memory is available to process drawing data, which has significant performance implications for large assembly drawings.

File Size

The detached format requires storing more edge data and less surface data. Therefore, some files are larger when converted to detached, while others are smaller. In general, if your drawings have section views, the file size should decrease. If the drawings do not have section views, the file size may increase. File size is directly related to the number of visible edges in the drawing. For example, if your parts have patterns of features with many instances, it is more likely that the file size will increase when converted to detached format.

Do

Advantages of Detached Drawings

384

Detached Drawings



Conversion

Standard drawings can be converted directly to Detached Drawings. Detached Drawings can also be converted back to standard drawings. They have the same file type.

Where to Find It

Q

Q

Forced Regeneration

To convert a standard drawing to a Detached Drawing, click File, Save As.... Choose the Save as type: Detached Drawing (*.slddrw). To convert a detached drawing to a standard drawing, click File, Save As.... Choose the Save as type: Drawing (*.slddrw).


Before creating a Detached Drawing it is good practice to ensure that the model is fully up to date. You should do a Forced Regeneration of the part or assembly. Do this by pressing Ctrl+Q. Forced Regeneration causes a complete rebuild of all the features in the model. The Edit, operation (Ctrl+B) only rebuilds new or changed features and their children. Rebuild

1

Open drawing.

Open the ToolVise drawing.

2

Open the referenced assembly.

Right-click in any view and select Open ToolVise.sldasm.

3

Assembly forced regeneration. Press Ctrl+Q to regenerate the assembly. Save and Close the assembly.

4

Making a Backup Copy

Drawing forced regeneration. Press Ctrl+Q to regenerate the drawing. Save the drawing.

Do

Save As Copy is a good method of making backup drawings. With the Save As Copy function you can save the drawing with a new name or

path, without replacing the active document. You can continue to work in the original drawing document, but have a backup of your drawing at that particular stage in the design process. 5

Click File, Save As....

Enter the file name ToolviseDetached. Select the Save As Copy option and save the copy as a Detached Drawing. 6

Detached Drawings

Close the current drawing.

385

Lesson 9



Convert to Detached

To make a comparison of the difference in performance between a Detached Drawing and a standard drawing, the copied drawing will be converted to the detached format. 7

Open the ToolviseDetached drawing. There is a Load model option at the bottom of the dialog box. This

allows you to load the model into the Detached Drawing if you wish to make geometry changes to the models in the views. Indications of detached.


8

The time taken to load the drawing was shorter because the models were not loaded into memory. An indication of detached is found in the FeatureManager design tree. The drawing and drawing views are marked with the broken link. Expand a view and only the referenced assembly is listed. No further expansion is possible because the models are not loaded.

9

Making Changes to the Referenced Assembly

Save and close the drawing.

When working with Detached Drawings, SolidWorks can inform you if a change has been made to the models that are referenced in the drawing. You then have the choice of bringing the drawing up-to-date with the reference data.

10 Open the referenced assembly ToolVise.

Do

11 Change a value.

386

Double-click on the tool holder and change the diameter dimension to 4.5” as shown. Click Rebuild.

12 Save and close the assembly.

Detached Drawings



Loading the Model

If the referenced model is needed for an operation within a Detached Drawing you are prompted to load the model file. You can also load the model manually by right-clicking a view and selecting Load Model. When opening a detached drawing, the software checks all sheets in the drawing to be sure that they are synchronized with the model. If not, you are warned. This is another instance when loading the model is required to bring the views up to date.


13 Open the Detached Drawing.

A message appears telling you the drawing sheet is out of date with the external model. Click OK.

14 Out of date drawing.

The drawing opens but it does not display the latest version of the assembly.

15 Load the model.

Right-click a view containing the model you want to load, and select Load Model.

The Confirm Load Model dialog box appears. Click Yes to continue loading the model.

Do

16 Updated drawing.

Detached Drawings

387

Lesson 9



Even though the models were loaded to update the drawing, the next time it is opened the drawing does not load the models. The drawing remains a Detached Drawing.

Display Issues in Drawing Views

In some instances an assembly or assembly drawing does not display correctly in Hidden Lines Removed (HLR) or Hidden Lines Visible (HLV) mode.


Note

1

New drawing and view. Create a new A-Landscape drawing with sheet format.

Add an Isometric view of the cylinder.sldasm. Use the Default configuration.

Do

Note

388

The view has a lot of lines missing that are causing a poor representation of the assembly. The common cause of this problem is interference in the assembly. Therefore the next step is to find the interference and resolve it.




Open the referenced assembly.


2

Interference Detection

In a complex assembly it may be difficult to visually determine whether components interfere with each other. You can detect interference between components and examine the resulting interference volumes. If there is interference, the dialog box lists the occurrences. One occurrence is reported for each pair of interfering components. When you click an interference result in the list, the corresponding interference volume is highlighted in the graphics area and the names of the components involved are listed.

3

Click Tools, Interference Detection.... Select the top-level assembly and click Calculate.

Do

The Results list shows each interfering pair. We will address the interference between the rod clevis and the rod first.


389

Lesson 9



4

Open the rod clevis part.


Unsuppress the CutExtrude3 feature.

5

Drawing.

Return to the drawing to see the changes that have occurred. Other interferences remain.

6

Repair the Tube.

Double-click the Tube component and change the smaller of the two diameter dimensions to 1.125”. Select This

Do

Configuration and click Rebuild.

390




7

Open head cap.

It requires some repairs as well.


Change the diameter of the hole in Cut-Extrude6 to 0.375” for This Configuration.

8

Open tie rod.

Change its diameter to 0.125”.

9

Return to the assembly.

Do

Check for interferences once more. There are none.


391

Lesson 9



10 Return to the Drawing.


Now that the assembly is free of interferences, the drawing view is correct.

Display Quality Settings

There is a chance that Wireframe Display Quality can contribute to display problems in wireframe or one of the hidden line modes if it is not set fine enough.

Do

In Tools, Options, Document Properties, Image Quality there is a slider which allows you to increase the wireframe display quality at the cost of slower graphic performance. You may have to experiment to find the right balance between display quality and performance.

392



Create this Detached Drawing using the descriptions provided. This lab uses the following skills: Q

Creating a Detached Drawing.

Q

Assembly changes.

Q

Updating a Detached Drawing.


Exercise 25: Detached Drawings – 1

Q

Open the previously created pivoting conv frame drawing.

Q

Generate a Detached Drawing.

Do

Detached Drawing

Exercise 25

393


Note

Q

After generating the drawing make a modification to the assembly. Modify the pivot_rh_rail1 as shown. Add these drawing views on a new drawing sheet.

The dimensions shown are driving dimensions. Q

Update the Detached Drawing with the model and part changes.

Do

Update

Q


Modify the Assembly

394

Exercise 25


Create this Detached Drawing using the descriptions provided. This lab uses the following skills: Q

Creating Detached Drawings.

Q

Assembly changes.

Q

Updating a Detached Drawing.


Exercise 26: Detached Drawings – 2

Q

Open the previously created DRAWER drawing and generate a Detached Drawing.

Do

Detached Drawing

Exercise 26

395


Modify the Assembly

Q

Update the Detached Drawing with the model and part changes.

Do


Q

After generating the drawing make a modification to the assembly by changing a length on the DRAWER_SIDE from 350mm to 500mm.

396

Exercise 26



Lesson 10 Drawing References and Comparison

Upon successful completion of this lesson, you will be able to: Copy and reuse a drawing file.

Q

Change the reference of a drawing and the drawing views.

Q

Compare two similar drawings to view the differences.

Do

Q

397

Lesson 10


Do


Drawing References and Comparison

398



Reusing a Drawing File

Do


A great deal of design work is derivative – based on existing designs. In this lesson you will learn how to copy a part and its associated drawings and use them as the basis for designing a new part.

1

Open the existing drawing named Idler Arm.

2


Enter the new file name Idler Arm-New. Do not click Save. 3


Click the References... button. The Edit Referenced File Locations dialog opens.

399

Lesson 10


4


Select the referenced file.


Click the box to apply a check mark next to the listed part file which is referenced by the open drawing file.

5

Enter the new referenced file. To enter a New pathname, click-pause-click and type Idler Arm-

New. Click in the white space of the dialog box finish editing.

6

Select a location for the file. Click Browse....

Do

Accept the same location as the original drawing by clicking OK.

Click OK again to close the Edit Referenced File Locations dialog box.

7

Save the file. Click Save to create the new

drawing file and part.

400




8

Check the reference.

Right-click on one of the views and select Properties.


The view is now related to the new part file. Changes can be made to the new part without affecting the old version.

9

Change the part.

Do

Change the depth of the Boss-Extrude2 feature to 2”.

10 Save and close the files.


401

Lesson 10


Changing Drawing References


Changing a drawing reference allows you to change the part or assembly used in a drawing without deleting and recreating the views. Drawing views can reference specific configurations. If the replacement part or assembly does not have the same configurations, you will be prompted on a view-by-view basis to choose another configuration.


Differences between the original referenced file’s geometry and the replacement may cause some of the dimensions and annotations to become dangling.

1

Open the Pump Housing drawing.

2

Title block area.

Do

Zoom in on the on the title block to review the current details. Note that the drawing has custom properties that are linked to the drawing.

402

3

Close the drawing. Close the drawing file without making any changes.




4

Click File, Open....

Make sure you do not open the drawing by double-clicking.

Caution!

Select the Pump Housing drawing. Do not click Open. Click the References... button. The Edit Referenced File Locations dialog opens.

6

Access the referenced file. Double-click the New pathname.


5

7

Select a new reference.

Do

Select the Pump Housing V2 part file as the new file reference and click Open.

8

Finish opening the file. Click OK to close the Edit Referenced File Locations dialog box.

Then click Open to open the drawing with Pump Housing V2 as the current reference.


403

Lesson 10


Working With Views Containing Configurations


The Configure Document For View dialog box appears if you open a drawing that references a configuration that no longer exists.

9

Missing configuration.

A message tells you that the configuration used in a drawing view was not found. Click OK on the message and the Configure Document For View dialog box appears.


Select the Default configuration and click OK. Repeat this as necessary for all views.

10 Deleted dimensions.

11 Dangling Detail Items dialog box. Any Dangling Detail Items will be listed under Count.

Select the check box next to them to delete them and click OK.

Tip

You do not have to delete the dangling references at this time. In some cases you may want to reference the data to new geometry in the drawing or subjectively select which dangling items to remove.

12 Title block area.

Do

Zoom in on the title block to review the new details. Note that the custom properties have changed to reflect the new part reference.

13 Review the reference file.

Right-click on one of the views and select Properties.... Note that the Model information now indicates Pump Housing V2. 14 Save and close the files.

404




Using DrawCompare

The DrawCompare tool is used to highlight the differences between two selected drawings. Additions and Removals from the first selected drawing are color coded for easy viewing. The DrawCompare window appears as a separate process.

Where to Find It

Q

1

Click Tools, DrawCompare.

Drawings. Click Tools, DrawCompare


and select the drawing Gasket.1 as Drawing 1 and Gasket.2 as Drawing 2.

2

Compare.

Click Compare Drawings

3

Zoom.

Click Zoom to Area title block.

4

and await the results.

and zoom in the Differences window on the

Removals. Clear Additions and click Removals. What appears in

blue has been removed from Drawing 1.

5

Additions. Clear Removals and click Additions. What appears in

green has been added to Drawing 2.

Do

Note

Using DrawCompare

Both additions and removals can be shown together.

6

Save.

Click Save Results three windows.

and bitmaps (*.BMP) files are created for all

405


Exercise 27: Changing a Drawing Reference

Modify the drawing by changing the existing reference in the drawing to a new file. This lab uses the following skills: Q

Changing drawing references.

Units: inches


Size: B-Landscape

Procedure

Use the following graphics as a guide to replacing the file reference in a drawing.

1

Open a drawing.

Open the existing drawing clamp, right bottom.

2

Change the reference.

Do

Replace the current file (clamp, right bottom) with the modified file (clamp, right middle).

clamp, right bottom

Exercise 27

clamp, right bottom

407


3

Modified drawing.


After changing the reference, remove any dangling entities from the drawing.


Do

4

408

Exercise 27



Lesson 11 eDrawings

Upon successful completion of this lesson, you will be able to: Describe the different eDrawing file types.

Q

Create eDrawings of SolidWorks files.

Q

Use the Animation, Cross Section and Measure tools.

Q

Hide and Show drawing views.

Q

Hide and Show assembly components.

Q

Use Transparency with assembly components.

Q

Mark up an eDrawing file.

Q

Embed SolidWorks as an OLE object in other documents.

Do

Q

409

Lesson 11


Do


eDrawings

410


Lesson 11 eDrawings

Using eDrawings

eDrawings lets you animate, view, measure, section, manipulate, and markup models and drawings. It also allows you to create a document convenient for sending to others. Information such as configurations and drawing sheets are carried over to eDrawings. The eDrawing file types are the same as those in SolidWorks: parts, assemblies and drawings.

Lesson Topics

Each of these topics comprises a section in the lesson. Q

Generating eDrawing Data The eDrawing Window View Manipulation Tools Animations Dynamic Cross Sections Measuring Drawing-Specific options Assembly-specific options Using Markup Other File Types Using OLE


Q Q Q Q Q Q Q Q Q

Do

Q

Using eDrawings

411

Lesson 11


eDrawings

Generating eDrawing Data

Standard SolidWorks files (SolidWorks 97Plus or later) can be opened in eDrawings. SolidWorks files can also have eDrawings data added to them or they can be saved in an eDrawing format for use in eDrawings. There are several options in the conversion of files to eDrawing files.

Q

Note

During the conversion, the SolidWorks data is copied into the eDrawing.


Where to Find It Q Click File, Save As.... Q Or click Tools, Options, System Options, General, Save eDrawings data in SolidWorks document. Q Or click File, Publish eDrawing 2005.

Or, click Publish eDrawing 2005 the eDrawings 2005 toolbar.

on

Parts

Click File, Save with the Save eDrawing data in SolidWorks document system option selected.

File remains as *.sldprt.

Click File, Save or Save As....

File saved as *.eprt.

Set Save as type to eDrawing (*.eprt).

Click Options to allow measuring in eDrawing, STL export, shaded data and animations.

File, Publish eDrawing 2005.

File remains as *.sldprt. New file (*.eprt) is created and opens as an eDrawing.

Assemblies

Click File, Save or Save As...with the Save eDrawing data in SolidWorks document

File remains as *.sldasm.

system option selected.

File saved as *.easm.

Set Save as type to eDrawing (*.easm).

Click Options to allow measuring in eDrawing and to enable compression.


File remains as *.sldasm. New file (*.easm) is created and opens as an eDrawing.

Do


Drawings

412



Lesson 11 eDrawings

Click File, Save or Save As... with the Save

File remains as *.slddrw.

eDrawing data in SolidWorks document

system option selected. File saved as *.edrw.

Set Save as type to eDrawing (*.edrw).

Click Options to allow measuring in eDrawing and to enable compression.


File remains as *.slddrw. New file (*.edrw) is created and opens as an eDrawing.



Configurations and Drawing Sheets

If a SolidWorks part or assembly has multiple configurations, when you publish an eDrawings file, you can select which configurations to save to the eDrawings file.

Do

If a SolidWorks drawing has multiple sheets, when you publish an eDrawings file, you can select which sheets to save to the eDrawings file.


413

Lesson 11


eDrawings

The eDrawing Window

The eDrawing application runs separately from SolidWorks using SolidWorks files with additional eDrawing data or eDrawing-specific files.


The window is split between the eDrawing Manager, an information and selection area similar to the FeatureManager, and the Main Window, used to display the current document.

eDrawing Manager

View Manipulation Tools

Many standard SolidWorks view manipulation tools are available in eDrawings. Zooming and view orientation options work the same way as in SolidWorks.

Where to Find It Q Click View and select an option. Q

Main Window

Or use the View and Standard Views toolbars.

Note

For more information on view manipulation, see the SolidWorks Essentials: Parts and Assemblies course.

Standard View Toolbar

Do

The SolidWorks Standard View toolbar is available in eDrawings for parts and assemblies. It has the same options for Front, Top, Isometric and so on Mouse manipulation

The middle mouse button has the same zoom, pan and rotate functions as in SolidWorks. Only the zoom and pan options are available for drawings.

414

The eDrawing Window


Lesson 11 eDrawings

Shortcuts The Spacebar can be used to toggle the visibility of the toolbar. Shortcuts like f, Z, z, Arrow keys and Shift-Arrow key also work. Home The Home button return the orientation and

zoom to the initial loaded state. View Toolbar


eDrawings contains many of the same view options as SolidWorks. Zoom to Fit, Zoom to Area, Zoom In/Out, Rotate and Pan are all available on the toolbar or View menu. The Shaded tool toggles between Shaded and Hidden Lines Removed.

The Perspective tool mode on and off.

Do

Animations

toggles perspective

The eDrawings Animation tool allows you to see all views of the file one at a time or in a continuously played loop. You can also set the order of the views in the animation.

Where to Find It: Play Q Choose Previous, Next, Continuous Play or Stop from the Animation Q

menu. Or pick one of the options on the Animation Toolbar.

Animations

Tip

Views are rotated as they transition from one view to the next. The default order is Isometric, Front, Right, Back, Top, Left and Bottom. Set the order using Reorder below.

415

Lesson 11


eDrawings

Drawing Files

Part and Assembly Files

The existing drawing views are zoomed and displayed, one view at time or continuously. If there are multiple sheets, all views of the first sheet are displayed, and then all view of the next sheet, and so on.

The standard views (Front, Top and so on) are zoomed and displayed, one view at time or continuously. Any user-defined views are ignored by the animation routine.

Where to Find It: Reorder Q Choose Reorder Views from the Tools

Tip

The order can be set through Reorder Views and saved. The sequence of animation uses the views in the list from top to bottom.


menu.

Click Tools, Reorder Views to access the Reorder Views tab. OK exits the tab with changes.

Cancel exits the tab without changes. Undo undoes the last change.

Arrows move the selected view up or down

the list.

toggles showing the view on and off. If on, clicking a view shows that view. Eyeglasses

Cross Section

The Cross Section tool allows you to create dynamic sections of parts and assemblies. The section plane is based either on a reference plane or planar face selection. The plane is dragged with the cursor, changing the position and the resulting graphics.

Where to Find It Q

The results of the cross section tool are temporary.

Do

Q

Click the Cross Section tool. Or choose Tools, Cross Section.

Note

416

Cross Section


Lesson 11 eDrawings

For Cross Section Plane Selection, select the XY Plane (Front), Show Plane and Show Cap.


Drag the plane.

Click Flip to reverse the direction of the section.

Do

Select the YZ Plane (Right).

Select the XZ Plane (Top).

Cross Section

417

Lesson 11


eDrawings


Click the Face Plane option to select a planar face from the part or assembly.

Use the View normal to Plane button to orient the section plane normal to the view.

Measure

The Measure tool can be used to measure distances, diameters and angles using faces, edges and vertices of a part or assembly. A temporary graphic “dimension” appears.

Where to Find It Q Click Tools, Measure. Q

Or click the Measure tool Tools toolbar.

Note

The results of the measure tool are temporary.

on the

Multiple dimensions can be created while the Measure tool is active. When it is turned off, all dimensions will be cleared.

Do

Selection Filters, similar to those in SolidWorks, can be used to filter selections. Filters are available for faces, edges, vertices and holes.

418

Measure


Lesson 11 eDrawings


Select two planar faces and place the dimension to determine the distance and angle between them.

The Units are taken from the part or assembly but they can be changed. Select vertices to measure the true distance between them.

Do

Select a single linear edge to measure the length.

Select a hole to measure the diameter. Selecting two holes measures the distance between their centers.

Measure

419

Lesson 11


eDrawings

Drawing-Specific Options

Drawing files (*.edrw) have some type-specific options to help visualize the drawing, sheets and views.

Hide and Show View

Individual drawing views can be hidden or shown for a specific drawing sheet.

Where to Find It

Right-click the view or the view name in the eDrawing Manager and select Hide, Show, Hide Others or Show All.

Note

Child views are hidden or shown with the parent views. Sheet formats can be hidden through the Border feature.


Q

Right-click a view from the drawing sheet or eDrawing Manager and select Hide.

Right-click a view from the drawing sheet or eDrawing Manager and select Show. Show All can be used to show all hidden

views.

Do

If one or more views are already hidden, use Hide Others to hide the remaining views on the sheet.

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Lesson 11 eDrawings

Overview Window

Use the Overview Window to see a small overview of the entire drawing sheet and zoom in somewhere else.

Where to Find It Q Q

Click the Overview Window tool Or click View, Overview Window.

.


Click the Overview Window to see the entire active drawing sheet regardless of how the main window may be zoomed.

Double-click on a view in the overview window to zoom the main window in on that view.

3D Pointer

Use the 3D Pointer to see where a single point in space appears in all views. The pointer can be dragged after it is made visible.

Where to Find It

On the toolbar, click the 3D Pointer tool

Do

Q

Q

. Or click View, 3D Pointer.


421

Lesson 11


eDrawings

Click the 3D Pointer and move the cursor to any one of the views. The meaning of the colors is: Red = X-Axis (perpendicular to YZ plane) Blue = Y-Axis (perpendicular to XZ plane)


Green = Z-Axis (perpendicular to XY plane)

Create Layout

Creates a new drawing sheet using a selected view.

Where to Find It Q Q

Click the Create Layout tool . Or click View, Create Layout....

Note

The layout views exists only in the eDrawing file, not in the source drawing file.

Select a drawing view and click Create Layout. A new sheet with that view named Layout1 is created and made active.

Do

Additional layout sheets can be created using selected drawing views.

422



Lesson 11 eDrawings

AssemblySpecific Options

Assembly Files (*.easm) also have type-specific options for

Hide and Show Components

Assembly components can be hidden or shown.

configurations and component visualization.

Where to Find It

Right-click the component or the component name in the eDrawing Manager and select Hide, Show, Hide Others or Show All.


Q

Select a component from the main window or eDrawing Manager and right-click Hide.

The hidden component is whited out.

Right-click Show All to show all hidden components without selection.

Do

Right-click a component and Hide Others to hide all components but the selected one.

Assembly-Specific Options

423

Lesson 11


eDrawings


Hiding a sub-assembly component hides all components within it.

Make Transparent and Make Solid

Components can be made transparent or solid by right-clicking on a component name in the FeatureManager or on the screen.

Where to Find It Q

Right-click the component or the component name in the eDrawing Manager and select Make Transparent or Make Solid.

Select a component from the main window or eDrawing Manager and right-click Make Transparent.

The transparent component is faded out.

Do

Making a sub-assembly component transparent changes all components within it.

Explode/Collapse Toggle

424

Use Explode/Collapse toggle to switch to the exploded view of the configuration.



Lesson 11 eDrawings

Where to Find It Q

Q

On the toolbar, click the Explode/Collapse tool . Or click Tools, Explode/Collapse.

Tip

The exploded view must exist in the source assembly file.

Do


Click the Explode/Collapse tool to switch between an exploded view and normal view.


425

Lesson 11


eDrawings

Move Component

Components in the assembly can be moved by dragging.

Where to Find It Q Click Tools, Move Component Q

Or click the Move Component tool on the toolbar.


Click the Move Component tool and drag a component off the assembly.

Double-click the component to return it to the original position.

Do

To move an entire sub-assembly, select the sub-assembly in the eDrawings Manager before or after selecting the Move tool.

426



Lesson 11 eDrawings


To move the sub-assembly back, while still in the Move tool, right-click the sub-assembly and select Undo Move <sub-assembly name>.

Using Markup

Multiple reviewers can markup an eDrawing file using text, clouds and sketch geometry. Markup can be used with all file types in the eDrawings Professional application. The markup comments can be Replied to, Accepted, Rejected or assigned No Status.

Where to Find It Q

Q Q

From the eDrawing Manager, choose the Markup tab. For setup, click Tools, Options.... For graphic tools, click Tools, and Cloud, Text or Sketch Tools.

Note

The markup information can be saved in a separate file.

Do

Click the Markup tab on the eDrawing Manager.

Using Markup

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Lesson 11


eDrawings

Setup Options


Click the Comment Preferences tool to add the reviewer name and related information including markup colors, line thickness and text font.

Click the New Comment tool to begin the markup with a new comment. The format is Reviewer Name - Comment Number.

You can set the status of existing comments. To Reply to a comment, click

.

To Accept a comment, click To Reject a comment, click

.

.

To assign No Status (neither accept or reject), click

Cloud Options

.

Cloud with Leader Cloud with Text Cloud

Do

Click the Cloud with Text option and type text into the box.

Click OK and place the cloud on the drawing.

428

Using Markup


Lesson 11 eDrawings

Drag handles within the cloud can be used to resize the cloud by dragging.

Drag the arrow to an attachment point and the text to the opposite side.


Click the Cloud with Leader option and type text into the box.

Click OK and place the cloud on the drawing.

Text Options

Text with Leader Text

Click the Text with Leader tool and select a placement position.

Do

Type the text and click OK.

Using Markup

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Lesson 11


eDrawings

Sketch Options

See the SolidWorks Essentials: Parts and Assemblies training manual for more information on the Line, Rectangle, Circle, Arc, Spline and Dimension tools.


Add a Rectangle around the Bulb part number in the BOM. The sketch tools use the same color and line thickness as the clouds and text tools.

Use the Dimension in dimensional form.

tool to add note text

Do

Save the markup information in an eDrawing Markup File (*.markup). The saved markup can be opened in an another eDrawing file.

430

Using Markup


Lesson 11 eDrawings

Other File Types

Files opened in eDrawings can be output to other formats. Some files created in other applications can be viewed in eDrawings.

Where to Find It Q Click File, Save As....

eDrawings Output Files


The eDrawings HTML file (*.htm) is created to be viewed with a browser (Internet Explorer 5.0 or later).

The eDrawings Executable file (*.exe) contains the eDrawings Viewer and the eDrawings file.

An eDrawings Zip file (*.zip) is a zip file that contains the eDrawings executable file. This is useful when emailing an eDrawings file.

Do

The image shown in the graphics window can be captured in *.bmp, *.tif or *.jpg file formats.

Save the geometry of a part or assembly eDrawing as a rapid prototyping (*.stl) file.

Other File Types

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Lesson 11


eDrawings

eDrawings Input Files (from COSMOSXpress)


The Design Check file shows the results of the COSMOSXpress factor of safety calculations.

The Static Deformation file displays the COSMOSXpress displacement calculations.

Do

The Static Nodal Stress file displays the COSMOSXpress stress calculations.

432

Other File Types


Lesson 11 eDrawings

Using OLE

One way to share data is to use the Object Linking and Embedding (OLE) functionality within Microsoft Word and other Microsoft Office products. SolidWorks files can be inserted into a document and viewed.

Where to Find It Q Click Insert, Object.

Click in the Word document and click Insert, Object....


Click the Create from File tab and use from the Browse... button to select a *.sldprt file. Click OK.

Do

The SolidWorks object is placed in the document. It can be resized by dragging the corner handles.

Using OLE

433

Lesson 11 eDrawings


Do


Double-clicking the embedded object launches the associated application. SolidWorks runs inside the Word document.

434

Using OLE


Index

Index

A annotations alignment 192 balloon 179 balloon settings 278 block 187 center mark 81 centerline 85 cosmetic thread 177 datum feature symbol 170 datum target symbol 173 display settings 282 dowel pin symbol 175 font settings 283 geometric tolerance symbol 160 hole callout 168 layers 198 multi-jog leader 166 note 142 note settings 269 revision 186 stacked balloon 184 surface finish symbol 163 weld symbol 150, 155, 158 B balloon 179 bill of materials adding items 347 anchor point 234, 327 handling missing components 328 indented list 326 inserting 325 label position 341 parts and sub-assembly names 326 parts only 326 row ordering 337 splitting the table 338, 346 block 187 BOM See bill of materials C caterpillar 155 center mark 81 centerline 85 changing drawing references 402 cosmetic thread 177 D datum feature symbol 170

SolidWorks Essentials

datum target symbol 173 design tables insert into drawing 351 modify with Excel 352 Detached See performance dimensions align 114 append text 121 display options 107 driven 105 driving 95 favorites 117 fit tolerance 120 insert model items 95 justify text 122 model See driving precision 118 prefix text 121 properties 117 reference 105 tolerance 118 document properties annotations display 282 annotations font 283 arrows 280 balloons 278 detailing 266 dimensions 269 grid settings 290 line font 290 notes 269 units 290 virtual sharps 281 dowel pin symbol 175 drag and drop creating drawing views 29 moving dimensions 102 drawing note drawing views 40 activation 41 drawings changing drawing references 402 multiple sheets 203 reuse drawing file 399 DWG files 243 DXF files 243 E eDrawings 3D pointer 421

analysis files 432 animations 415 create layout 422 cross sections 416 executable files 431 explode and collapse 424 file types 412 hide and show components 423 hide and show view 420 html files 431 make transparent 424 markup tools 427 measure tool 418 move component 424 overview window 421 view manipulation tools 414 end treatment 158 F feature control symbol See geometric tolerance symbol formats See sheet format G grips, See sketch, dragging See also drag and drop; dimensions, moving H hole callout 168 I importing DWG files 243 importing DXF files 243 independent arrows 166 insert bitmap 228 dimensions 95 model into predefined views 238 model items 95 OLE object 228 L layers 198 lock sheet focus 41 M multi-jog leader 166

435

Index

N note 142 parametric 200 O OLE objects 228 P parametric note 200 performance backup copies 385 Detached drawings 384 display issues 388 large assembly mode 379 loading models with Detached 387 model changes with Detached 386 properties adding properties to parts 239 configuration specific 223 custom 223 in the sheet format 224 linking notes 230, 234 R resizing views 63 reusing a drawing file 399 revision symbol 186 S settings See document properties and system options sheet focus, lock 41 sheet format customize 227 saving 237 updating 241 use 20 snap moving dimensions 102 See also inference lines stacked balloon 184 surface finish symbol 163 symbol library 122 symbols See annotations system options area hatch/fill 263 default display type 262 drawings 258


align view 67 aligned section view 47 alternate position view 307 assembly broken-out section 303 assembly cutaway views 304 assembly section view 301 automatic hide component 312 auxiliary view 34 broken view 35 broken-out section 53 component line font 309 copy and paste view 64 cropped view 54 detail view 48 display mode 61 edge color 93 edge font 93 edge font by component 309 edge thickness 93 empty view 56 exploded view 306 first angle projection 25 hide and show edges 88 hide component 310 hide component behind plane 311 hide view 64 move view between sheets 64, 203 named view 27 part cutaway view 38 populating predefined views 238 predefined view 234 projected view 30 relative view 32 rotate view 67 rotated section view 57 section view 42 sheet metal flattened view 39 standard 3 views 29 tangent edge display 62 third angle projection 25 view borders 63 view configuration 63 W weld 150, 155, 158 weld bead 155, 158 weld caterpillar 155 weld end treatment 158 weld symbol 150, 155, 158

T text See annotations, note threads in drawing 177 tolerancing symbol 160 U unlock sheet focus 41 user defined symbol See block using SolidWorks as OLE 433 V view activation 40–41 views, drawing activation 40–41 advanced hide component 313

436

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