SolidWorks 2014 - SDC Publications

LINKAGE AssemblySolidWorks 2014 TutorialHeads-up View toolbarSolidWorks provides the user withnumerous view options from theStandard Views, View and Heads-upView toolbar.The Heads-up View toolbar is atransparent toolbar that is displayedin the Graphics window when adocument is active.You can hide, move or modify theHeads-up View toolbar. To modifythe Heads-up View toolbar: rightclick on a tool and select or deselectthe tools that you want to display.For an activepart or assemblydocumentFor an activedrawingdocumentThe following views are available:Note: The available views aredocument dependent. : Zooms theZoom to Fitmodel to fit the Graphicswindow. : Zooms to theZoom to Areaareas you select with a boundingbox. Previous Viewprevious view. Section View: Displays a cutaway of a part or assembly,using one or more cross section planes.: Displays theThe Orientation dialog has an option to display a view cube (incontext View Selector) with a live model preview. This helps theuser to understand how each standard view orientates the model.With the view cube, you can access additional standard views. Theviews are easy to understand and they can be accessed simply byselecting a face on the cube.To activate the Orientation dialog box, press the spacebar oricon from the Heads up Viewclick the View Orientationtoolbar. The active model is displayed in the View Selector inan Isometric orientation (default view).PAGE 1 - 10

SolidWorks 2014 TutorialLINKAGE AssemblyAs you hover over the buttons in the Orientation dialog box,the corresponding faces dynamical highlight in the ViewSelector. Select a view in the View Selector or click the viewfrom the Orientation dialog box. The Orientation dialog boxcloses and the model rotates to the selected view.Click the View Selector icon in theOrientation dialog box to show or hide the incontext View Selector.Press Ctrl spacebar to activate the ViewSelector.Press the spacebar to activate theOrientation dialog box. View Orientation box: Provides the abilityto select a view orientation or the number ofviewports. The available options are: Top,Left, Front, Right, Back, Bottom, Single view,Two view - Horizontal, Two view - Vertical,Four view. Click the drop-down arrowtoaccess Axonometric views: Isometric,Dimetric and Trimetric. Display Style: Provides the ability to display the stylefor the active view: The available options are: Wireframe,Hidden Lines Visible, Hidden Lines Removed, Shaded,Shaded With Edges. : Provides the abilityHide/Show Itemsto select items to hide or show in theGraphics window. The available items aredocument dependent. Note the View Centerof Massicon. Edit Appearance : Provides the ability toedit the appearance of entities of the model.PAGE 1 - 11

LINKAGE AssemblySolidWorks 2014 Tutorial Apply Scene: Provides theability to apply a scene to an activepart or assembly document. Viewthe available options. View Setting : Provides theability to select the following settings:RealView Graphics, Shadows In ShadedMode, Ambient Occlusion and Perspective. Rotate view : Provides the ability to rotatea drawing view. Input Drawing view angleand select the ability to update and rotatecenter marks with view. 3D Drawing View: Provides the abilityto dynamically manipulate the drawing viewin 3D to make a selection.The default part and document setting displaysthe grid. To deactivate the grid, click Options, Document Properties tab. Click Grid/Snaps,uncheck the Display grid box.Add a custom view to the Heads-up Viewtoolbar. Press the space key. The Orientation dialog boxis display. Click the New Viewtool. The NameView dialog box is displayed. Enter a new named view.Click OK.The book does not cover starting aSolidWorks session in detail for the firsttime. A default SolidWorks installationpresents you with several options. Foradditional information, visit the followingsites: works.com/sw/education/6443 ENU HTML.htm.PAGE 1 - 12

SolidWorks 2014 TutorialLINKAGE AssemblySolidWorks CommandManagerThe SolidWorks CommandManager is a Context-sensitive toolbar thatautomatically updates based on the toolbar you want to access. Bydefault, it has toolbars embedded in it based on your active documenttype. When you click a tab below the CommandManager, it updates todisplay that toolbar. Example, if you click the Sketch tab, the Sketchtoolbar is displayed. The default Part tabs are: Features, Sketch,Evaluate, DimXpert and Office Products.If you have SolidWorks, SolidWorks Professional, or SolidWorks Premium; the OfficeProducts tab appears on the CommandManager.Below is an illustrated CommandManager for a default Part document.Select the Add-In directly from the Office Products tab.Text and Button sizes. You can set sizes for text and buttons fromthe Toolbars tab of the Customize dialog box. To facilitate elementselection on touch interfaces such as tablets, you can set up the largerSize buttons and text from the Options menu (Standard toolbar).PAGE 1 - 13

LINKAGE AssemblySolidWorks 2014 TutorialBelow is an illustrated CommandManager for a default Drawingdocument. The default Drawing tabs are: View Layout, Annotation,Sketch, Evaluate and Office Products.If you have SolidWorks, SolidWorks Professional, or SolidWorksPremium, the Office Products tab appears on the CommandManager.Double-clicking the CommandManager when docked will make itfloat. Double-clicking the CommandManager when it is floating willreturn it to its last position in the Graphics window.Select the Add-In directly from the Office Products tab.To add a custom tab to your CommandManager, right-click ona tab and click Customize CommandManager from the dropdown menu. The Customize dialog box is displayed. You canalso select to add a blank tab as illustrated and populate it withcustom tools from the Customize dialog box.PAGE 1 - 14

SolidWorks 2014 TutorialLINKAGE AssemblyBelow is an illustrated CommandManager for a default Assemblydocument. The default Assembly tabs are: Assembly, Layout, Sketch,Evaluate and Office Products.If you have SolidWorks, SolidWorks Professional, or SolidWorksPremium, the Office Products tab appears on the CommandManager.Select the Add-In directly from the Office Products tab.If you have SolidWorks, SolidWorks Professional, or SolidWorks Premium, theOffice Products tab appears in the CommandManager.By default, the illustrated options areselected in the Customize box for theCommandManager. Right-click onan existing tab, click CustomizeCommandManager to view youroptions.PAGE 1 - 15

LINKAGE AssemblySolidWorks 2014 TutorialDrag or double-click the CommandManager and it becomes a separate floating window.Once it is floating, you can drag the CommandManager anywhere on or outside theSolidWorks window.To dock the CommandManager when it is floating, do one of the following: While dragging the CommandManager in the SolidWorks window, move the pointerover a docking icon command. ,,and click the neededDouble-click the floating CommandManager to revert the CommandManager to thelast docking position.Screen shots in the book weremade using SolidWorks 2014SP0 running Windows 7Professional and MS Office2010.PAGE 1 - 16

SolidWorks 2014 TutorialLINKAGE AssemblySave space in the CommandManager, right-click in theCommandManager and un-check the Use Large Buttons withText box. This eliminates the text associated with the tool.DimXpert provides the ability to graphicallycheck if the model is fully dimensioned andtoleranced. DimXpert automatically recognizemanufacturing features. Manufacturing features are not SolidWorks features.Manufacturing features are defined in 1.1.12 of the ASME Y14.5M-1994 Dimensioningand Tolerancing standard. See SolidWorks Help for additional information.FeatureManager Design TreeThe FeatureManager design tree is located onthe left side of the SolidWorks Graphicswindow. The FeatureManager provides asummarized view of the active part, assembly,or drawing document. The tree displays thedetails on how the part, assembly or drawingdocument was created.Understand the FeatureManager design tree totroubleshoot your model. The FeatureManageris used extensively throughout this book.The FeatureManager consists of five defaulttabs: FeatureManager design tree PropertyManager ConfigurationManager DimXpertManager DisplayManagertabtabtabtabtabSelect the Hide FeatureManager Tree Area arrowsGraphics window for modeling.as illustrated to enlarge theThe Sensors toollocated in the FeatureManager monitors selectedproperties in a part or assembly and alerts you when values deviate from the specifiedlimits. There are four sensor types: Mass properties, Measurement, InterferenceDetection and Simulation data.PAGE 1 - 17

LINKAGE AssemblySolidWorks 2014 TutorialVarious commands provide theability to control what is displayedin the FeatureManager designtree. They are:1. Show or Hide FeatureManageritems.Click Optionsfrom theMenu bar. ClickFeatureManager from theSystem Options tab. Customizeyour FeatureManager from theHide/Show Tree Items dialog box.2. Filter the FeatureManager design tree. Enter information in thefilter field. You can filter by: Type of features, Feature names,Sketches, Folders, Mates, User-defined tags and Customproperties.Tags are keywords you can add to a SolidWorks document tomake them easier to filter and to search. The Tagsicon islocated in the bottom right corner of the Graphicswindow.Collapse all items in the FeatureManager,right-click and select Collapse items, or press theShift C keys.The FeatureManager design tree and the Graphics window aredynamically linked. Select sketches, features, drawing views,and construction geometry in either pane.Split the FeatureManager design tree and either display twoFeatureManager instances, or combine the FeatureManagerdesign tree with the ConfigurationManager orPropertyManager.Move between the FeatureManager design tree,PropertyManager, ConfigurationManager, andDimXpertManager by selecting the tabs at the top of the menu.When you create a new part or assembly,the three default Planes (Front, Right and Top)are align with specific views. The Plane youselect for the Base sketch determines theorientation of the part.PAGE 1 - 18

SolidWorks 2014 TutorialLINKAGE AssemblyThe ConfigurationManager is located to the right of theFeatureManager. Use the ConfigurationManager to create,select and view multiple configurations of parts andassemblies.The icons in the ConfigurationManager denote whether theconfiguration was created manually or with a design table.The DimXpertManager tab provides the ability to insertdimensions and tolerances manually or automatically.The DimXpertManager provides the following, Show Toleranceselections: Auto Dimension SchemeStatus , Copy Schemeand TolAnalyst Study .TolAnalyst is available in SolidWorks Premium.Fly-out FeatureManagerThe fly-out FeatureManager design tree providesthe ability to view and select items in thePropertyManager and the FeatureManagerdesign tree at the same time.Throughout the book, you will select commandsand command options from the drop-downmenu, fly-out FeatureManager, Context toolbaror from a SolidWorks toolbar.Another method for accessing a commandis to use the accelerator key. Accelerator keysare special key strokes, which activate the dropdown menu options. Some commands in themenu bar and items in the drop-down menushave an underlined character.Press the Alt or Ctrl key followed by thecorresponding key to the underlined characteractivates that command or option.Press the s key to view the Shortcut toolbar. Shortcut menus provideconvenient access to previous applied tools and commands.Illustrations may vary depending on your SolidWorks version and operatingsystem.PAGE 1 - 19

LINKAGE AssemblySolidWorks 2014 TutorialTask PaneThe Task Pane is displayed when a SolidWorks session starts. The Task Pane can bedisplayed in the following states: visible or hidden, expanded or collapsed, pinnedor unpinned, docked or floating.The Task Pane contains the following default tabs: SolidWorks Forum SolidWorks Resources Design Library File Explorer View Palette Appearances, Scenes, and Decals Custom PropertiesAdditional tabs are displayed with Add-Ins.SolidWorks ForumClick the SolidWorks Forumicon to searchdirectly within the Task Pane. An internetconnection is required. You are required to registerand to login for postings and discussions.PAGE 1 - 20

SolidWorks 2014 TutorialLINKAGE AssemblySolidWorks ResourcesThe basic SolidWorks Resourcesmenu displays the followingdefault selections: Getting Started,SolidWorks Tools, Community,Online Resources and Tip of theDay.Other user interfaces are availableduring the initial softwareinstallation selection: Machine Design, Mold Design orConsumer Products Design.Design LibraryThe Design Librarycontains reusable parts, assemblies,and other elements including library features.The Design Library tab contains four default selections. Eachdefault selection contains additional sub categories.The default selections are: Design Library Toolbox (Add-in) 3D ContentCentral (Internet access required) SolidWorks Content (Internet access required)Activate the SolidWorks Toolbox. Click Tools, AddIns, from the Main menu, check the SolidWorks Toolboxbox and SolidWorks Toolbox Browser box from the Addins dialog box.To access the Design Library folders in a non-networkand browse toenvironment, click Add File Locationthe needed path. Paths may vary depending on yourSolidWorks version and window setup. In a networkenvironment, contact your IT department for systemdetails.Access the SolidWorksToolbox directly from the OfficeProducts tab.PAGE 1 - 21

LINKAGE AssemblySolidWorks 2014 TutorialFile ExplorerFile Explorerduplicates Windows Explorer from yourlocal computer and displays: Resent Documents Directories Open in SolidWorks and Desktop foldersSearchThe SolidWorks Search box is displayed in the upperright corner of the SolidWorks Graphics window(Menu Bar toolbar). Enter the text or key words tosearch.New search modes have been added to SolidWorksSearch. You can search the Knowledge Base,Community Forum, Commands, and Files and Models.Internet access is required for the Community Forumand Knowledge Base.View PaletteThe View Palettetool located in the Task Paneprovides the ability to insert drawing views of anactive document, or click the Browse button to locate thedesired document.Click and drag the view from the View Palette into an activedrawing sheet to create a drawing view.The selected model is FLATBAR in the illustration.PAGE 1 - 22

SolidWorks 2014 TutorialLINKAGE AssemblyAppearances, Scenes, and DecalsAppearances, Scenes, and Decalsprovide a simplifiedway to display models in a photo-realistic setting using alibrary of Appearances, Scenes, and Decals.An appearance defines the visual properties of a model,including color and texture. Appearances do not affectphysical properties, which are defined by materials.Scenes provide a visual backdrop behind a model. InSolidWorks, they provide reflections on the model.PhotoView 360 is an Add-in. Drag and drop a selectedappearance, scene or decal on a feature, surface, part orassembly.Custom PropertiesThe Custom Propertiestool provides the ability to entercustom and configuration specific properties directly intoSolidWorks files.Document RecoveryIf auto recovery is initiated in the System Options section andthe system terminates unexpectedly with an active document,the saved information files are available on the Task PaneDocument Recovery tab the nexttime you start a SolidWorkssession.Run DFMXpress from theEvaluate tab or from Tools DFMXpress in the Menu barmenu. The DFMXpress icon isdisplayed in the Task Pane.To display the Selection Filter toolbar, click View,Toolbars, Selection Filter. The Selection Filter isdisplayed.To clear a Filter iconthe Selection Filter toolbar., click Clear All Filters fromPAGE 1 - 23

LINKAGE AssemblySolidWorks 2014 TutorialMotion Study tabMotion Studies are graphical simulations of motion for an assembly. AccessMotionManager from the Motion Study tab. The Motion Study tab is located in thebottom left corner of the Graphics window.Incorporate visual properties such as lighting and camera perspective. Click the MotionStudy tab to view the MotionManager. Click the Model tab to return to theFeatureManager design tree.The MotionManager display a timeline-based interface, and provide the followingselections from the drop-down menu as illustrated: Animation: Apply Animation to animate the motion of an assembly. Add a motor andinsert positions of assembly components at various times using set key points. Use theAnimation option to create animations for motion that do not require accounting formass or gravity. Basic Motion: Apply Basic Motion for approximating theeffects of motors, springs, collisions and gravity onassemblies. Basic Motion takes mass into account incalculating motion. Basic Motion computation is relativelyfast, so you can use this for creating presentation animationsusing physics-based simulations. Use the Basic Motionoption to create simulations of motion that account formass, collisions or gravity.If the Motion Study tab is not displayed in the Graphics window, click View,MotionManager from the Menu bar.For older assemblies created before 2008, theAnimation1 tab maybe displayed. View the AssemblyChapter for additional information.PAGE 1 - 24

SolidWorks 2014 TutorialLINKAGE AssemblyTo create a new Motion Study, click Insert, New MotionStudy from the Menu bar.View SolidWorks Help for additional information on Motion Study.Activity: Create a New PartA part is a 3D model, which consist of features. What arefeatures? Features are geometry building blocks. Most features either add or remove material. Some features do not affect material (CosmeticThread). Features are created either from 2D or 3D sketchedprofiles or from edges and faces of existing geometry. Features are an individual shape that combined withother features, makes up a part or assembly. Somefeatures, such as bosses and cuts, originate assketches. Other features, such as shells and fillets,modify a feature's geometry. Features are displayed in the FeatureManager asillustrated (Boss-Extrude1, Cut-Extrude1,Cut-Extrude2, Mirror1, Cut-Extrude3 andCirPattern1).You can suppress a feature. A suppress feature is display in light gray.The first sketch of a part is called the Base Sketch. The Base sketch is the foundation forthe 3D model. In this book, we focus on 2D sketches and 3D features.During the initial SolidWorks installation, you are requested to select either the ISOor ANSI drafting standard. ISO is typically a European-drafting standard and uses FirstAngle Projection. The book is written using the ANSI (US) overall drafting standard andThird Angle Projection for drawings.PAGE 1 - 25

LINKAGE AssemblySolidWorks 2014 Tutorial

SolidWorks takes advantage of the familiar Microsoft Windows user interface. Communicate with SolidWorks through drop-down menus, Context sensitive toolbars, Consolidated toolbars or the CommandManager tabs. A command is an instruction that informs SolidWorks to perform a task. To close a SolidWorks drop-down menu, press the Esc key.