Includes a DVD!
• With video tutorials, example parts
and drawings, and more
DVD Included!
• Review SolidWorks basics, starting with creating simple parts and drawings
• Build intelligence into your parts and discover Instant 3D
• Make part drawings with templates or create custom formats
• Delve into annotations, tolerances, layers, line fonts, and colors
• Master multi-body modeling and surfacing, and SolidWorks sheet metal tools
• Integrate imported geometry and use SolidWorks Direct Edit tools
Work with a guide to complete
the SolidWorks interface
www.wiley.com/compbooks
Alter native and imported data
regardless of the design intent
What’s on the
DVD?
The DVD includes helpful video
tutorials, as well as many examples
of parts and drawings. You’ll also
find before-and-after files that
follow the tutorials in the book.
System Requirements: See the DVD appendix
for details and complete system requirements.
Matt Lombard
is a mechanical engineer and an
independent SolidWorks consultant.
Because of the popularity of his
SolidWorks blog (dezignstuff) and
his sessions at SolidWorks World,
he has built a reputation as
the go-to resource for everything
SolidWorks.
®
SolidWorks fans have long sought more information
on creating parts in SolidWorks, and now you have it.
This new book by well-known SolidWorks guru Matt
Lombard covers parts design from the basics through
advanced techniques—with the greater detail you’ve
requested and also including topics not widely covered
elsewhere. Pair this book on your shelf with Matt’s new
SolidWorks 2011 Assemblies Bible and you’ll have the best
SolidWorks reference set out there!
SolidWorks 2011 Parts
Want more detail on SolidWorks parts?
Here it is.
Learn how to use advanced
tools with the best techniques
Shelving Category:
COMPUTERS/CAD-CAM
Reader Level:
Beginning to Advanced
$49.99 USA
$59.99 Canada
Lombard
Matt Lombard
SolidWorks
2011 Parts
®
Get the in-depth detail
you’ve been seeking
Learn best practices
and advanced techniques
Create plastic and
sheet metal parts
The book you need to succeed!
SolidWorks 2011
Parts Bible
®
Matt Lombard
SolidWorks® 2011 Parts Bible
Published by
Wiley Publishing, Inc.
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Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-1-118-00275-9
Manufactured in the United States of America
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About the Author
Matt Lombard is an independent engineering consultant specializing in plastic parts and complex
shapes. He also writes a blog on SolidWorks, which you can find at www.dezignstuff.com/blog.
Matt lives in the picturesque Shenandoah Valley of Virginia, where he enjoys reading the classics
and fishing.
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Part I: Introducing SolidWorks Basics
1
Chapter 1: Introducing SolidWorks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Installing SolidWorks for the First Time ...............................................................................3
Starting SolidWorks for the First Time ..................................................................................5
Examining the SolidWorks license agreement .............................................................5
Viewing the Welcome to SolidWorks screen ...............................................................5
Using Quick Tips ........................................................................................................6
Creating a new document............................................................................................7
Exploring SolidWorks documentation ........................................................................8
Accessing tutorials .............................................................................................9
Keeping up with what’s new ..............................................................................9
Moving from 2D to 3D ......................................................................................9
Exploring SolidWorks Help ...............................................................................9
Checking out the Tip of the Day ......................................................................10
Switching from hardcopy documentation..................................................................10
Identifying SolidWorks Documents ....................................................................................10
Saving your setup ......................................................................................................11
Using templates .........................................................................................................12
Having multiple document templates available ................................................12
Sharing templates ............................................................................................16
Understanding Feature-Based Modeling ..............................................................................16
Understanding History-Based Modeling ..............................................................................18
Sketching with Parametrics .................................................................................................21
Understanding Design Intent ..............................................................................................25
Editing Design Intent ..........................................................................................................26
Choosing sketch relations..........................................................................................26
Selecting display/delete relations ...............................................................................26
Using suppressed sketch relations .............................................................................27
Working with Associativity .................................................................................................27
Tutorial: Creating a Part Template ......................................................................................28
Tutorial: Using Parametrics in Sketches ..............................................................................30
Summary ............................................................................................................................35
v
Contents
Chapter 2: Navigating the SolidWorks Interface . . . . . . . . . . . . . . . . . . . . 37
Identifying Elements of the SolidWorks Interface................................................................39
Using the CommandManager and toolbars ................................................................39
Exploring the CommandManager ....................................................................39
Using toolbars .................................................................................................43
Using Tool tips ................................................................................................48
Managing toolbars ...........................................................................................48
Customizing your workflow ............................................................................51
Controlling menus ....................................................................................................53
Changing cursors ......................................................................................................55
Working with models in the FeatureManager and PropertyManager windows ..........55
Using the FeatureManager ...............................................................................55
Using the PropertyManager .............................................................................57
Introducing the DisplayManager......................................................................58
Getting around the Task pane ...................................................................................59
Getting familiar with the Status bar ...........................................................................60
Assigning tags ..................................................................................................60
Making use of Quick Tips................................................................................60
Using SolidWorks Search ..........................................................................................61
Searching for files ............................................................................................62
Searching for help ...........................................................................................63
Using the 2D Command Line Emulator ....................................................................63
Making the Interface Work for You .....................................................................................64
Customizing colors ...................................................................................................64
Exploring default selection colors ....................................................................65
Selecting background options wisely ...............................................................65
Customizing strategies...............................................................................................66
Considering hotkey approaches .......................................................................67
Organizing hotkeys .........................................................................................67
Using mouse gestures ......................................................................................68
Using the keyboard .........................................................................................69
Minimizing icons .............................................................................................70
Contemplating device approaches ...................................................................70
Using touch and multi-touch support..............................................................70
Accessing macros.............................................................................................71
Saving custom interface settings ......................................................................72
Working with multiple document windows ..............................................................73
Managing windows..........................................................................................73
Changing windows ..........................................................................................75
Getting to Know the Interface .............................................................................................76
Copying the existing settings .....................................................................................76
Applying default settings to interface items ...............................................................76
Customizing the CommandManager .........................................................................77
Customizing menus ..................................................................................................80
vi
Contents
Changing interface colors ..........................................................................................81
Adding hotkeys .........................................................................................................81
Combining macros with hotkeys ...............................................................................82
Summary ............................................................................................................................83
Chapter 3: Working with Sketches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Opening a Sketch................................................................................................................86
Identifying Sketch Entities ..................................................................................................86
Using the Sketch toolbar ...........................................................................................87
Using the Dimensions/Relations toolbar ..................................................................109
Inferencing in Sketch ........................................................................................................111
Exploring Sketch Settings .................................................................................................113
Using Sketch Blocks ..........................................................................................................114
Working with Reference Geometry ...................................................................................115
Creating planes .......................................................................................................116
Working with axes ..................................................................................................117
Using Coordinate Systems .......................................................................................118
Using points as reference geometry .........................................................................119
Tutorial: Learning to Use Sketch Relations ........................................................................120
Tutorial: Using Blocks and Belts ........................................................................................122
Tutorial: Creating Reference Geometry .............................................................................125
Summary ..........................................................................................................................129
Chapter 4: Creating Simple Parts and Drawings . . . . . . . . . . . . . . . . . . . 131
Discovering Design Intent .................................................................................................131
Using symmetry ......................................................................................................132
Determining primary or functional features .............................................................132
Predicting change ....................................................................................................132
Determining the manufacturing method .................................................................132
Identifying secondary operations .............................................................................133
Creating multiple versions.......................................................................................133
Creating a Simple Part.......................................................................................................133
Deciding where to start ...........................................................................................134
Building in symmetry ..............................................................................................136
Making it solid ........................................................................................................137
Using Instant 3D .....................................................................................................143
Making the first extrude feature ..............................................................................144
Controlling relative size or direct dimensions ................................................146
Creating the offset .........................................................................................146
Using sketch techniques ................................................................................147
Using the Hole Wizard ..................................................................................149
Cutting a slot .................................................................................................151
Creating fillets and chamfers .........................................................................153
Tutorial: Making a Simple Drawing...................................................................................156
Summary ..........................................................................................................................161
vii
Contents
Chapter 5: Using Visualization Techniques . . . . . . . . . . . . . . . . . . . . . . 163
Manipulating the View ......................................................................................................163
Using arrow keys.....................................................................................................164
Using the middle mouse button ..............................................................................164
Using mouse gestures ..............................................................................................165
Using the View toolbar ............................................................................................165
Adding scrollbars and splitters ................................................................................166
Using the Magnifying Glass .....................................................................................167
Clicking the Triad axes ............................................................................................167
Using the View Tools ........................................................................................................168
Zebra Stripes ...........................................................................................................171
View Orientation .....................................................................................................172
The Standard Views toolbar ....................................................................................173
Annotation views ....................................................................................................174
Using the DisplayManager ................................................................................................174
Applying appearances .............................................................................................175
Differentiating appearances and materials ......................................................176
Understanding appearances ...........................................................................177
Understanding overrides ...............................................................................178
Using appearances with Display States ..........................................................179
Removing appearances ..................................................................................180
Using decals ............................................................................................................181
Using scenes, lights, and cameras ............................................................................183
Controlling scenes .........................................................................................183
Turning on the lights .....................................................................................185
Working with cameras ..................................................................................186
Using RealView .............................................................................................189
Exploring the Display Pane ...............................................................................................190
Applying Color Automatically to Features .........................................................................190
Using Edge Display Settings ..............................................................................................191
Tutorial: Applying Visualization Techniques .....................................................................191
Summary ..........................................................................................................................196
Part II: Building Intelligence into Your Parts
197
Chapter 6: Getting More from Your Sketches . . . . . . . . . . . . . . . . . . . . 199
Editing Sketch Relations ...................................................................................................199
Using Display/Delete Relations ................................................................................200
Using SketchXpert...................................................................................................202
Working with Sketch Entities ...........................................................................................202
Moving entities........................................................................................................202
Rotating entities ......................................................................................................203
Copying entities ......................................................................................................204
viii
Contents
Scaling entities ........................................................................................................204
Modifying sketch.....................................................................................................204
Copying and pasting sketch entities ........................................................................205
Dragging entities .....................................................................................................206
Creating a derived sketch ........................................................................................206
Using Sketch Pictures........................................................................................................206
Using three views ....................................................................................................207
Compensating for perspective .................................................................................208
Estimating sharp edges ............................................................................................208
Using Auto Trace ....................................................................................................209
Using Sketch Text .............................................................................................................210
Using Colors and Line Styles with Sketches ......................................................................211
Working in Color Display mode..............................................................................211
Assigning line color .................................................................................................211
Using the Edit Sketch Or Curve Color tool..............................................................211
Assigning line thickness and line style .....................................................................212
Using Other Sketch Tools .................................................................................................212
Working with RapidSketch .....................................................................................212
Adding Sensors .......................................................................................................213
Using metadata for sketches ....................................................................................214
Creating construction geometry ..............................................................................214
Sketching in 3D ................................................................................................................214
Navigating in space .................................................................................................215
Exploring sketch relations in 3D sketches ...............................................................216
Using planes in space ..............................................................................................217
Using planar path segments.....................................................................................218
Defining dimensions ...............................................................................................218
Using 3D sketch summary ......................................................................................219
Tutorial: Editing and Copying...........................................................................................219
Tutorial: Controlling Pictures, Text, Colors, and Styles .....................................................223
Tutorial: Using Metadata ...................................................................................................226
Tutorial: Sketching Calculator...........................................................................................227
Summary ..........................................................................................................................230
Chapter 7: Modeling with Primary Features . . . . . . . . . . . . . . . . . . . . . . 231
Identifying When to Use Which Tool................................................................................231
Using the Extrude feature ........................................................................................232
Creating a solid feature ..................................................................................232
Creating a thin feature ...................................................................................232
Exploring sketch types ..................................................................................233
Understanding the workflow .........................................................................237
Understanding Instant 3D .......................................................................................237
Creating extrudes with Instant 3D .................................................................237
Editing geometry with Instant 3D ..................................................................239
ix
Contents
Working with the Revolve feature ...........................................................................240
Understanding end conditions.......................................................................240
Workflow ......................................................................................................241
Using contour selection .................................................................................241
Introducing loft and boundary ................................................................................241
Comparing the Loft and Boundary features ...................................................243
Using entities in a loft ....................................................................................244
Comparing lofts and splines ..........................................................................244
Understanding the need for surfaces ..............................................................245
Exploring loft end constraints........................................................................246
Displaying isoparameter U-V lines .................................................................247
Using guide curves ........................................................................................247
Using centerline lofts .....................................................................................249
Using the SelectionManager...........................................................................249
Choosing loft options ....................................................................................250
Workflow ......................................................................................................251
Controlling Sweep features......................................................................................251
Using a simple sweep ....................................................................................251
Using a sweep with guide curves ...................................................................252
Using a Pierce relation ...................................................................................252
Using a cut sweep with a solid profile............................................................254
Workflow ......................................................................................................255
Understanding Fillet Types ...............................................................................................256
Creating a constant radius fillet ...............................................................................257
Selecting entities to fillet ................................................................................257
Using tangent propagation.............................................................................259
Dealing with a large number of fillets ............................................................260
Making multiple fillet sizes ............................................................................262
Rounding corners ..........................................................................................263
Using the Keep edge/Keep surface toggle .......................................................263
Using the Keep Feature option ......................................................................264
Creating variable radius fillets .................................................................................265
Applying the values .......................................................................................265
Using straight versus smooth transitions........................................................267
Recognizing other uses for the variable radius fillet .......................................268
Using face fillets ......................................................................................................268
Using continuous curvature face fillets ..........................................................270
Using face fillets with the Help Point .............................................................271
Applying a single hold line fillet ....................................................................273
Using a double hold line fillet ........................................................................274
Using a constant width fillet ..........................................................................276
Applying a full round fillet ......................................................................................276
Building a setback fillet ...........................................................................................277
Using Chamfers ................................................................................................................280
Tutorial: Bracket Casting ...................................................................................................281
Summary ..........................................................................................................................286
x
Contents
Chapter 8: Selecting Secondary Features . . . . . . . . . . . . . . . . . . . . . . . . 287
Creating Curve Features....................................................................................................287
Working with Helix curve features ..........................................................................288
Using the Tapered Helix panel ......................................................................288
Using the Variable Pitch helix ........................................................................289
Workflow ......................................................................................................290
Using the Spiral .............................................................................................290
Creating projected curves ........................................................................................290
Using Sketch On Faces ..................................................................................290
Using Sketch Onto Sketch .............................................................................291
Using the Curve Through XYZ Points feature ..........................................................292
Using the Curve Through Reference Points feature..................................................293
Putting together a composite curve .........................................................................293
Using Split lines ......................................................................................................294
Using the equation driven curve..............................................................................294
Selecting a Specialty Feature .............................................................................................295
Using Scale ..............................................................................................................295
Using the Dome feature ...........................................................................................296
Using the Wrap feature ...........................................................................................298
Using Scribe ..................................................................................................298
Using Emboss ................................................................................................299
Using Deboss.................................................................................................300
Using the Flex feature .............................................................................................301
Applying the Deform feature ...................................................................................303
Looking at Point deform ................................................................................304
Looking at Curve to curve deform .................................................................305
Looking at Surface push deform ....................................................................305
Using the Indent feature ..........................................................................................305
Tutorial: Creating a Wire-Formed Part ..............................................................................307
Summary ..........................................................................................................................310
Chapter 9: Patterning and Mirroring . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Patterning in a Sketch .......................................................................................................311
Debunking more sketch myths................................................................................313
Patterning a sketch ..................................................................................................314
Using the Linear Sketch Pattern .....................................................................315
Using the Circular Sketch Pattern ..................................................................315
Mirroring in a Sketch ........................................................................................................316
Using Mirror Entities ...............................................................................................316
Using Dynamic Mirror ............................................................................................318
Using Symmetry sketch relation ..............................................................................318
Using Mirroring in 3D sketches ...............................................................................319
Exploring the Geometry Pattern Option ............................................................................319
Patterning Bodies ..............................................................................................................320
Patterning Faces ................................................................................................................321
Patterning Fillets ...............................................................................................................323
xi
Contents
Understanding Pattern Types ............................................................................................323
Using the Linear Pattern ..........................................................................................323
Using the Circular Pattern .......................................................................................325
Using the Curve Driven Pattern ...............................................................................326
Using the Sketch Driven Pattern ..............................................................................329
Using the Table Driven Pattern................................................................................330
Using the Fill Pattern...............................................................................................331
Using Cosmetic Patterns to Create an Appearance.............................................................332
Mirroring 3D Solids ..........................................................................................................333
Mirroring bodies .....................................................................................................333
Mirroring features ...................................................................................................334
Mirroring entire parts ..............................................................................................334
Tutorial: Creating a Circular Pattern .................................................................................336
Tutorial: Mirroring Features ..............................................................................................337
Tutorial: Applying a Cosmetic Pattern...............................................................................339
Summary ..........................................................................................................................341
Chapter 10: Using Equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Understanding Equations ..................................................................................................343
Creating equations ..................................................................................................344
Naming dimensions.......................................................................................345
Building the equation ....................................................................................346
Using comments ............................................................................................348
Using driven dimensions .........................................................................................349
Using equation tricks ..............................................................................................351
IIF .................................................................................................................351
SWITCH .......................................................................................................352
Using Link Values .............................................................................................................352
Using Global Variables ......................................................................................................354
Using Expressions .............................................................................................................356
Controlling Suppression States of Features........................................................................356
Linking to External Equations ...........................................................................................357
Tutorial: Using Equations .................................................................................................358
Summary ..........................................................................................................................359
Chapter 11: Working with Part Configurations . . . . . . . . . . . . . . . . . . . . 361
Controlling Items with Configurations ..............................................................................362
Finding configurations ............................................................................................362
Deleting configs .............................................................................................363
Sorting configs...............................................................................................364
Activating configurations.........................................................................................365
Creating configurations ...........................................................................................367
Creating a new config ....................................................................................367
Using Configuration properties and options ..................................................367
Using Advanced options ................................................................................368
xii
Contents
Using the Modify dialog box..........................................................................369
Using Negative dimensions............................................................................369
Using the Modify Configurations dialog box ...........................................................370
Using Table Views .........................................................................................371
Adding custom properties with the Modify Configurations dialog box ..........372
Using custom property managers ............................................................................372
Using derived configurations ...................................................................................374
Understanding how file size affects speed ................................................................375
Controlling dimensions ...........................................................................................375
Controlling suppression ..........................................................................................376
Controlling custom properties.................................................................................378
Controlling sketch relations ....................................................................................379
Controlling sketch planes ........................................................................................379
Controlling configurations of inserted parts ............................................................380
Using Library features .............................................................................................381
Identifying unconfigurable items .............................................................................382
Using Design Tables ..........................................................................................................382
Identifying what can be driven by a design table .....................................................383
Creating a Simple Design Table.........................................................................................384
Editing design table settings ....................................................................................389
Linked design table .......................................................................................390
Edit control ...................................................................................................390
Options .........................................................................................................390
Editing the design table ...........................................................................................391
Using the Configuration Publisher ....................................................................................391
Tutorial: Working with Configurations and Design Tables ................................................393
Summary ..........................................................................................................................398
Chapter 12: Editing, Evaluating, and Troubleshooting . . . . . . . . . . . . . . 399
Using Rollback ..................................................................................................................399
Using the Rollback bar ............................................................................................400
Understanding consumed features .................................................................400
Examining the parent-child relationship ........................................................401
Rolling back features with multiple parents ...................................................402
Viewing consumed features in their original order.........................................403
Using other Rollback techniques .............................................................................404
Reordering Features ..........................................................................................................404
Reordering Folders............................................................................................................406
Using the Flyout and Detachable FeatureManagers ...........................................................406
Summarizing Part Modeling Best Practice .........................................................................408
Using Evaluation Techniques ............................................................................................411
Using Verification on rebuild ..................................................................................412
Using the Check tool ...............................................................................................412
Evaluating geometry with reflective techniques .......................................................413
Using Zebra Stripes .......................................................................................413
Using RealView .............................................................................................415
xiii