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Engineering Design with SolidWorks
Project 2
Fundamentals of Assembly Modeling
Below are the desired outcomes and usage competencies based on the completion of
Project 2.
| Project Desired Outcomes:
© Create two assemblies:
© GUIDE-ROD assembly.
0 CUSTOMER assembly.
|
* Ability to insert components, and to
Usage Competencies:
ert and edit Mates and SmartMates
in an assembly using the Bottom-up
assembly approach.
© GUIDE-CYLINDER.
© Obtain an assembly from SMC USA.
© Aptitude to obtain and assemble
components using 3D ContentCentral.
@ Assemble the Flange bolt part.
© Skill to assemble components from the
SolidWorks Design Library.
© Create the 4MMCAPSCREW part.
© Create the 3MMCAPSCREW part.
‘© Ability to apply the Revolved Base
feature, the Save As Copy option, and
the Component Pattern feature,
* COSMOSXpress analysis for a
MGPMROD part.
L__ Analysis
+ Knowledge of simple applied FEA:
Material, Restraints, Loads, and
PAGED-1Engineering Design with SolidWorks 2008,
PAGE?-2Fundamentals of Assembly Modeling
Uae ea Cou ie a a Ac,
Project Objective
Provide an understanding of the Bottom-up assembly design
approach. Insert existing parts into an assembly. Orient and
position the components in the assembly using Standard Mates.
<. =|
RBaiRERCD Geiauk-Dipi4
Sanna
‘ed Lights, Cameras and Seq
eentPine
Top Pie
Create the GUIDE-ROD assembly, Utilize the ROD, GUIDE,
and PLATE parts, The ROD, GUIDE, and PLATE parts were
created in Project 1
SeawtrEce
Create the CUSTOMER assembly. The CUSTOMER assembly Ca
consists of two sub-assemblies: GUIDE-ROD and GUIDE- SSO
CYLINDER. Download the GUIDE-CYLINDER assembly |p @O putea
using 3D ContentCentral., SC ese
188 DerweckPamternt
Insert the Flange bolt from the SolidWorks Design Library into | $8 iccattaternt
the GUIDE-ROD assembly.
Utilize a Revolved Base feature to create the AMMCAPSCREW. Copy the
4MMCAPSCREW part and modify dimensions to create the 3MMCAPSCREW part.
(On the completion of this project, you will be able to:
© Understand the FeatureManager Syntax in an assembly.
‘© Insert parts / sub-components into an assembly.
‘© Insert and edit Mates and SmartMates into an assembly.
‘* Rename parts and copy assemblies with references.
© Incorporate design changes into an assembly.
© Insert a sub-component from the SolidWorks Design Library.
© Modify, Edit, and Suppress features in an assembly.
© Recover from Mate Errors in an assembly.
© Suppress/Unsuppress component features.
© Create an Exploded view of an assembly.
© Create a Section view of an assembly.
© Apply and edit a material in a component.
«© Apply COSMOSXpress.
© Use the following SolidWorks features
© Revolved Base, Extruded Cut, and Chamfer.
PAGE 2-3Engincering Design with SolidWorks 2008
Project Situation
‘The PLATE, ROD, and GUIDE parts were created in Project 1. Perform the following.
steps:
Step 1: Insert the ROD, GUIDE, and PLATE into a GUIDE-ROD assembly.
Step 2: Obtain the customer's GUIDE-CYLINDER assembly using 3D ContentCentral.
The assembly is obtained to insure proper fit between the GUIDE-ROD assembly and the
customer’s GUIDE-CYLINDER assembly.
Step 3: Create the CUSTOMER assembly. The CUSTOMER assembly combines the
GUIDE-ROD assembly with the GUIDE-CYLINDER assembly.
Review the GUIDE-ROD assembly design constra
© The ROD requires the ability to travel through the GUIDE.
© The ROD keyway is parallel to the right surface of the GUIDE. The top surface of
the GUIDE is parallel to the work area,
© The ROD mounts to the PLATE. The GUIDE mounts to a flat work surface.
‘The PISTON PLATE is the front plate of the GUIDE-CYLINDER assembly. The
PLATE from the GUIDE-ROD assembly mounts to the PISTON PLATE. Create a rough
sketch of the conceptual assembly.
Rough Sketch of Design Situation: CUSTOMER assembly
An assembly combines two or more parts. In an assembly, parts are referred to as,
‘components, Design constraints directly influence the assembly design process. Other
considerations indirectly impact the assembly design, namely: cost, manufacturability,
and serviceability
PAGE?-&Fundamentals of Assembly Modeling
Project Overview
‘Translate the rough conceptual
sketch into a SolidWorks assembly.
‘The GUIDE-ROD is the first
assembly.
Determine the first component of
the assembly. Parallel Mato
Fixed Component
GUIDE-ROD assembly
The first component is the GUIDE. The
GUIDE remains stationary. The GUIDE is a
fixed component.
The action of assembling components in
SolidWorks is defined as Mates. DE aa
assembly
Mates are relationships between components
that simulate the construction of the assembly
ina manufacturing environment.
The CUSTOMER assembly combines the
GUIDE-CYLINDER assembly with the
GUIDE-ROD assembly.
Assembly Modeling Approach CUSTOMER assembly
In SolidWorks, components and their
assemblies are directly related through @ common file structure. Changes in the
components directly affect the assembly and vise a versa. You can create assemblies
using the Bottom-up assembly approach, Top-down assembly approach, or a combination
of both methods. ‘This chapter focuses on the Bottom-up assembly approach. The
Bottom-up approach is the traditional method that combines individual components.
Based on design criteria, the components are developed independently. ‘The three major
steps in a Bottom-up assembly approach are: Create each component independent of any
other component in the assembly, insert the components into the assembly, and mate the
components in the assembly as they relate to the physical constraints of your design.
PAGE?-5Engineering Design with SolidWorks 2008
In the Top-down assembly approach, major design
requirements are translated into assemblies, sub-
assemblies, and components.
AK tn the Top-down approech, you do not need al of
the required component design details. Individual
relationships are required,
Example: A computer. The inside of a computer can be
vided into individual key sub-assemblies such as a:
motherboard, disk drive, power supply, ete.
Relationships between these sub-assemblies must be
maintained for proper fit.
Use the Bottom-up design approach for the GUIDE-ROD
assembly and the CUSTOMER assembly.
Linear Motion and Rotational Motion
In dynamies, motion of an object is described in linear
and rotational terms. Components possess linear motion
along the x, y, and z-axes and rotational motion around
the x, y, and z-axes.
In an assembly, each component has six degrees of freedom: three translational (linear)
and three rotational.
Mates remove degrees of freedom. All components are rigid bodies. The components do
not flex or deform.
PAGE?-6Fundamentals of Assembly Modeling
GUIDE-ROD assembly
eee
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The GUIDE-ROD assembly
consists of six components.
© GUIDE.
« ROD.
© PLATE.
© Flange bolt, - 99-FBM8-1-
25.
© 4MMCAPSCREW.
¢ 3MMCAPSCREW.
The first component is the GUIDE. The GUIDE is the fixed
component in the GUIDE-ROD assembly.
| a @ vremersa>
BOD Nats
BRB ocearatams
Lccab ater
‘The second component is the ROD. The ROD translates
linearly through the GUIDE.
‘The third component is the PLATE. The PLATE is
assembled to the ROD and the GUIDE-CYLINDER
assembly.
‘The forth component is the Flange bolt.
‘The Flange bolts are obtained from the
SolidWorks Design Library
‘The fifth component is a4MM
CAPSCREW created with a Revolved
Base feature.
A Revolved Base feature requires
a centerline for an axis and a
sketched profile. The profile is
rotated about the axis to create the
feature.
The sixth component is a
3MMCAPSCREW. Create the
3MMCAPSCREW from the
4MMCAPSCREW. Reuse
‘geometry to save time.
PASE -7Engineering Design with SolidWorks 2008
Insert a Component Pattem feature of the 3MMCAPSCREW
part. A Component Pattern is created in the assembly. Reference
the GUIDE Linear Pattern of Tapped Holes to locate the
3MMCAPSCREWs
Activity: GUIDE-ROD Assembly
Close all SolidWorks documents.
4) Click Windows, Close All from
the Menu bar before you begin
this project.
Open the GUIDE part.
2) Click Open E* from the Menu
bar.
3) Select the ENGDESIGN-W-
‘SOLIDWORKS\PROJECTS
folder.
4) Select Part for Files of type.
5) Click the View Menu © icon.
6) Click Thumbnails to preview the bitmaps.
7) Double-click GUIDE. The GUIDE FeatureManager is displayed.
Create the GUIDE-ROD assembly.
8) Click New C1 from the Menu bar. The New PaaS
SolidWorks Documents dialog box is displayed. AMSA MES
8) Double-click Assembly from the default Templates
tab. The Begin Assembly PropertyManager is
displayed
the Begin Assembly PropertyManager and the
Insert Component PropertyManager is displayed when a new or
existing assembly is opened, if the Start command when creating
new assembly box is checked,
PAGE 2-8eeeeetesee Fundamentals of Assembly Modelin
When a part is inserted into an assembly it is called a
component. The Begin Assembly PropertyManager is displayed
to the left of the Graphics window. GUIDE is listed in the
Par/Assembly to Insert box.
Insert the GUIDE and fixit to the assembly Origin.
10) Click GUIDE in the Open documents box.
41) Click 0 % from the Begin Assembly PropertyManager. The
GUIDE part icon & © SUDE js displayed in the assembly
FeatureManager
‘The GUIDE name is added to the
assembly FeatureManager with
the symbol (f).
‘The symbol (f) represents a fixed
component. A fixed component
cannot move and is lacked to the
assembly Origin.
a etcommand wren
(creating new assembly
| Ba ctaphics preview.
AF ro fx the frst component to
the Origin, you can click OK #
from the Begin Assembly
PropertyManager or click the
[2S Top Pine:
(-S RomtPlane
4, righ
§@Ocmed>
= 00 Mates
Origin in the Graphies window.
MK To remove the fixed state (f), Right-click the fixed
component name in the FeatureManager. Click Float.
The component is free to move.
AS Your default system document templates may be
different if you are a new user of SolidWorks 2008 vs. an
existing user who has upgraded from a previous version.
(auareemeES|
6 | Contigure component}
poate
PAGE 2-0Engineering Design with SolidWorks 2008
Save the assembly.
12) Click Save As fromthe Menu ESTE] (ea RSE ease
SEs?
bar.
13) Select the ENGDESIGN-W-
SOLIDWORKS\ PROJECTS:
folder.
14) Enter GUIDE-ROD for File name.
15) Click Save,
Close the GUIDE part.
46) Click Window, GUIDE from the Menu bar.
17) Click File, Close from the Menu bar. The GUIDE-ROD assembly
is the open document
Gustomae Meru
Select the Ctrl-Tab keys to quickly altemate between open
SolidWorks documents. Select inside Close %! to close the
current SolidWorks document. The outside Close -¥l exits
SolidWorks.
Set the GUIDE-ROD assembly units
48) Cick Options J, Document Properties tab.
Unt Spa
19) Click Units. Qos (meter, logram, send)
Qess (cenimatar, gram sscond)
20) Click MMS (milimeter, gram, second) for Unit system. Ques eter gam se
Accept the default settings Qs eh ord wer
custom
24) Click OK from the Document Properties - Units dialog box.
Save the GUIDE-ROD assembly.
22) Click Save fad
To customize the CommandManager,
right-click on an existing tab. Click
Customize Command Manager. Check the
option to display in the
CommandManager. The options you
select are based on the tool types you
require for the design
PAGE 2-10Fundamentals of Assembly Modeling
GUIDE-ROD Assembly-Insert Component
‘The first component is the foundation of the assembly. The GUIDE is the first
component in the GUIDE-ROD assembly. The ROD is the second component in the
GUIDE-ROD assembly. Add components to assemblies utilizing the following
techniques:
* Utilize the Insert Component PropertyManager.
© Utilize Insert, Component from the Menu bar.
© Drag a component from Windows Explorer.
‘* Drag a component from the SolidWorks Design Library.
‘© Drag a component from the Open part files.
Activity: GUIDE-ROD Assembly-Insert Component.
Insert the ROD component.
23) Click the Assemble tab from the CommandManager.
24) Click the Inset Components & Assemble tool. The Insert
‘Component PropertyManager is displayed.
25) Click BROWSE from the Open documents box,
26) Browse to the PROJECTS folder.
27) Select Part for Files of type.
28) Double-click the ROD part. The ROD is displayed in the
Graphics window.
took [ Pro.ecr:
{: ‘GUIDE
a
Boasce
PAGe?-14Engineering Design with SolidWorks 2008
‘The ROD part icon is displayed in the Open documents
text box. The mouse pointer displays the ROD
component when positioned inside the GUIDE-ROD
Graphics window.
29) Click a position for the ROD to the left of the GUIDE as
ilustrated
Move the ROD component.
30) Click and drag the shaft of the ROD in the Graphics
window.
34) Move the shaft on the right side of the GUIDE as
illustrated,
Fit the model to the Graphics window.
32) Press the f key.
‘The component movement in the assembly is
determined by its degrees of freedom.
% Degree of freedom is geometry that is not defined
by dimensions or relations and is free to move. In a 2D sketch,
there are three degrees of freedom: movement along the X axis,
Y axis, and rotation about the Z axis (the axis normal to the
Sketch plane).
‘Save the GUIDE-ROD assembly.
33) Click Save fl
34) Click Yes to save and rebuild the model. The ROD component
is displayed in the GUIDE-ROD FeatureManager. The ROD
part is free to move and rotate.
paGe2-12
(Sie 3
1S eects
BIGIDERCD (Defautt
OD NaseFundamentals of Assembly Modeling
Review the FeatureManager Syntax.
38) Expand (f) GUIDE in the FeatureManager. The GUIDE
‘component lists the features. Note: Base-Ex\rude, Slot-Cut,
Guide Hole, and M3x0.5 Tapped Holet contain additional
sketches. Recall features were renamed in Project 1. Example:
Extrude? was renamed to Base-Extrude,
36) Expand (-) ROD<1> in the FeatureManager.
37) Click the Minus © icon tothe left of the GUIDE entry and ROD
enkry to colapse thelist
A Plus © icon indicates that additional feature information is
available. A Minus & icon indicates that the feature list is fully
expanded. Manipulating the FeatureManager is an integral part
of the assembly. In the step-by-step instructions, expand and
collapse are used as follows:
Expand ~ Click the Plus ® icon.
© Collapse — Click the Minus icon,
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Oates
FeatureManager Syntax
Entties in the FeatureManager design tree have
specific definitions. Understanding syntax and states |g3-S@ (Ff) MGPTube< 1> ->|
‘saves time when creating and modifying parts and
assemblies. Review the six columns of the MGPTube component syntax in the
FeatureManager.
Column 1: A resolved component (not in lightweight state) displays a plus © icon, The
plu
displays the fully expanded feature lis.
PAGE? 13
icon indicates that additional feature information is available. A minus © iconSolid Works 2008
Column 2: Identifies a component’s (part or assembly) relationship with other
components in the assembly.
‘Component or Part States:
‘Symbol:
Resolved part. A yellow part icon indicates a resolved state, A blue part
icon indicates a selected, resolved part. The component is fully loaded into
memory and all of its features and mates are editable,
Lightweight part. A blue feather on the part icon indicates a lightweight
state, When a component is lightweight, only a subset of its model data is
loaded in memory.
‘Out-of-Date Lightweight. A red feather on the part icon indicates out-of-
date references. This option is not available when the Large Assembly
Mode is activated,
‘Suppressed. A gray icon indicates the partis not resolved in the active
configuration
Hidden Lightweight. A transparent blue feather over a transparent
Hidden. A clear icon indicates the part is resolved but invisible.
‘component icon indicates that the component is lightweight end hidden
Hidden, Out-of- Date, Lightweight. A red feather over a clear part icon
indicates the part is hidden, out-of-date, and lightweight.
Hidden Smart Component. A transparent star over a transparent icon
indicates that the component is a Smart Component and hidden.
‘Smart Component. A star overlay is displayed on the icon of a Smart
Component.
Rebuild. A rebuild is required for the assembly or component.
Resolved assembly. Resolved (or unsuppressed) is the normal state for
assembly components. A resolved assembly is fully loaded in memory,
fully functional, and fully accessible.
PAGE 2-14‘Fundamentals of Assembly Mod
‘WS When you insert the Smart Component into an assembly, you can choose whether or
not to insert the associated components and features. The following features can be
associated with a Smart Component: Simple holes, Hole Wizard holes, Extruded Boss
and Cut, and Revolved Boss and Cut.
Column 3: The MGPTube part is fixed (f). You can fix the position of a component so
that it cannot move with respect to the assembly Origin. By default, the first part in an
assembly is fixed; however, you can float it at any time.
It is recommended that at least one assembly component is either fixed, or mated to the
assembly planes or Origin. This provides a frame of reference for all other mates, and
helps prevent unexpected movement of components when mates are added. The
Component Properties are:
f ‘Component Properties in an assembly: ~
| Symbol: | Relationship:
oO | A minus sign (-) indicates that the part or assembly is under-defined and requires
| additional information.
[| Aplus sign ( indicates thatthe part or assembly is over-defined,
None | The Base component is mated to three assembly reference planes.
@ A fixed symbol (f) indicates that the part or assembly does not move.
0) ‘A question mark (0) indicates that additional information is required on the part or
assembly.
Column 4: MGPTube - Name of the part.
Column 5: The symbol <#> indicates the particular inserted instance of a component. The
symbol indicates the first inserted instance of a component, “MGPTube” in the
assembly. If you delete a component and reinsert the same component again, the <#>
symbol increments by one.
Column 6: The Resolved state displays the MGPTube icon with an external reference
symbol, “- >”. The state of external references is displayed as follows:
© Ifa part or feature has an external reference, its name is followed by >. The name of
any feature with external references is also followed by >.
© Ifan external reference is currently out of context, the feature name and the part name
are followed by >?
© The suffix ->* means that the reference is locked.
© The suffix ->x means that the reference is broken.
PAGE 2-16Engineering Design with SolidWorks 2008
AX There are modeling situations in which unresolved components create rebuild errors.
In these situations, issue the forced rebuild, Ctrl+Q. The Ctrl+Q option rebuilds the
model and all its features. If the mates still contain rebuild errors, resolve all the
components below the entry in the FeatureManager that contains the first error.
Mate Types
Mates provide the ability to create geometric relationships
between assembly components. Mates define the allowable
directions of rotational or linear motion of the components in the
assembly. Move a component within its degrees of freedom in the
Graphics window, to view the behavior of an assembly.
‘Mates are solved together as a system. The order in which you
add mates does not matter. All mates are solved at the same time.
You can suppress mates just as you can suppress features.
‘The Mate PropertyManager provides the ability to select either the
‘Mates or Analysis tab, Each tab has a separate menu, The
Analysis tab requires the ability to run COSMOSMotion. The
Analysis tab is not covered in this book. The Mate
PropertyManager displays the appropriate selections based on the
type of mate you create.
‘The components in the GUIDE-ROD assembly utilize Standard
Mate types. Review the Standard, Advanced, and Mechanical
Mates types.
Standard Mates:
‘Components are assembled with various Mate types. The
Standard Mate types are:
Coincident Mate: Locates the selected faces, edges, or planes so they use the same
infinite line. A Coincident mate positions two vertices for contact
Parallel Mate: Locates the selected items to lic in the same direction and to remain a
constant distance apart.
Perpendicular Mate: Locates the selected items at a 90 degree angle to each other.
‘Tangent Mate: Locates the selected items in a tangent mate. At least one selected item
must be either a conical, cylindrical, spherical face.
Concentric Mate: Locates the selected items so they can share the same center point.
PAGE 2-16‘Lock Mate: Maintains the position and orientation between two components.
Distance Mate: Locates the selected items with a specified distance
between them. Use the drop-down arrow box or enter the distance
value directly.
Angle Mate: Locates the selected items at the specified angle to each
other, Use the drop-down arrow box or enter the angle value directly.
‘There are two Mate Alignment options. The Aligned option
positions the components so that the normal vectors from the selected
faces point in the same direction. ‘The Anti-Aligned option positions the
components so that the normal vectors from the selected faces point in
opposite directions.
Advanced Mates: [aesareeannes
Coane
Boron
Symmetric Mate: Positions two selected entities to be symmetric | }?ah ve
about a plane or planar face. A Symmetric Mate does not create a |[&]ineai-nex couter
Mirrored Component.
‘The Advanced Mate types are:
‘Width Mate: Centers a tab within the width of a groove.
Path Mate: Constrains a selected point on a component to a path.
Linear/Linear Coupler Mate: Establishes a relationship between the translation of one
component and the translation of another component.
Distance Mate: Locates the selected items with a specified distance between them. Use
the drop-down arrow box or enter the distance value directly.
Angle Mate: Locates the selected items at the specified angle to each other. Use the
drop-down arrow box or enter the angle value directly.
Mechanical Mates: [Beste hiates =
Glen
‘The Mechanical Mate types are: ess
: Bleecker
‘Cam Mate: Forces a plane, cylinder, or point to be tangent or
coincident to a series of tangent extruded faces. joven
[lures aoe
Gear Mate: Forces two components to rotate relative to one oe
another around selected axes. a
PAGE2-17ineering Design with SolidWorks 2008
Rack Pinion Mate: Provides the ability to have Linear translation of a part, rack causes
circular rotation in another part, pinion, and vice versa.
Serew Mate: Constrains two components to be concentric, and also adds a pitch
relationship between the rotation of one component and the translation of the other.
Universal Joint Mate: The rotation of one component (the output shaft) about its axis is
driven by the rotation of another component (the input shaft) about its axi
SolidWorks Help Topics list the rules governing Mate Type valid geometry. The valid
‘geometry selection between components in a Coincident Mate is displayed in the
Coincident Mate Table.
Enrusion Line Plane Pol —_Sphere|
SolidWorks Help Topics also display Standard Mates by entity. Specific combinations of
geometry create valid Mates,
Mates reflect the physical behavior of a component in an assembly. In this project, the
two most common Mate types are Concentric and Coincident.
GUIDE-ROD Assembly-Mate the ROD Component
Recall the initial assembly design constraints:
* The ROD requires the ability to travel through the GUIDE.
© The Keyway Cut face of the ROD is parallel to the right face of the GUIDE.
PAGE 2-18Fundamentals of Assembly Modeling
Utilize Concentric and Parallel mates between the ROD and GUIDE. The Concentric
mate utilizes the cylindrical face of the ROD’s shaft with the cylindrical face of the
GUIDE Hole. The Parallel mate utilizes two planar faces from the ROD Keyway Cut
and the right face of the GUIDE.
‘Concentric Mate —2 Cylindrical faces. Parallel 2 Planar faces
‘The Concentric and Parallel mate provides the ability for the ROD to translate linearly
through the GUIDE Hole. The ROD does not rotate.
Use the following steps to create a Mate:
© Click the Mate tool % from the Assemble toolbar.
* Click the geometry from the first component, (usually
the part).
* Click the geometry from the second component, (usually the assembly).
© Click the Mate type.
© Click OK * to create the Mate.
Activity: GUIDE-ROD Assembly-Mate the ROD Component
Insert a Concentric mate.
38) Click the Mate ® Assemble tool. The Mate
PropertyManager is displayed.
39) Click the cylindrical face of the Guide Hole as
itustrated.
40) Click the cylindrical face of the
ROD. The selected faces are
displayed in the Mate
Selections box. Concentric
imate is selected by default
PAGE-19Engineering Design with Solid Works 2008,
44) Click the Green Check mark “from the Mates Pop-
up toolbar to insert the Concentric Mate. The Mate
PropertyManager remains open on the left side of the
Graphics window. Concentrict is displayed in the
Mates box.
Review the Mate Selections, the cylindrical face of the
Guide Hole and the cylindrical face of the ROD. If the
‘Mate Selections are not correct, right-click a position
inside the Mate Selections box and select Clear
Selections.
‘The Mate Pop-up toolbar
minimizes the time required to
create a Standard Mate, Utilize
the Mate Pop-up toolbar for this
project.
Selected by default OK
Flip Mate Alignment
PAGE 2-20Fundamentals of Assembly Modeling
% wen selecting faces, position the mouse pointer in the
middle of the face. Do not position the mouse pointer near
the edge of the face. If the wrong face or edge is selected,
perform one of the following actions:
‘Click the face or edge again to remove it from the Mate
Selections box.
© Right-click in the Mate Selections box. Click Clear
Selections or delete to remove all geometry or a single
entity from the Mate Selections box.
© Utilize the Undo button to begin the Mate command
again,
‘The ROD is Concentric with the GUIDE. The ROD has the ability to move and rotate
while remaining concentric to the GUIDE hole.
Move and rotate the ROD.
42) Click and drag the ROD in a horizontal direction. The ROD travels linearly in the GUIDE,
43) Click and drag the ROD in a vertical direction. The ROD rotates in the GUIDE,
44) Rotate the Rod until the Keyway cut is approximately parallel to the right face of the
GUIDE,
PAGE 2-21Engineering Design with SolidWorks 2008
Recall the second assembly design constraint. The
flat end of the ROD must remain parallel to the
right surface of the GUIDE.
Insert a Parallel mate.
48) Click the Keyway face of the ROD.
46) Click the flat right face of the GUIDE. The
selected faces are displayed in the Mate
Selections box. A Mate error message is
displayed. The default mate type (Concentric)
would over define the assembly. Insert a Parallel
mate,
47) Click Paratlet S from the Mate Pop-up toolbar.
48) Click the Green Check mark to add a Parallel mate.
Parallel is created
49) Click OK * from the Mate PropertyManager.
‘Move the ROD.
50) Click and drag the ROD in a horizontal direction and position it
approximately in the center of the GUIDE.
Hide the GUIDE component
84) Right-click on the front face of the GUIDE in the
Graphics window.
52) Click Hide components from the shortcut toolbar.
The GUIDE component is not displayed in the
Graphics window.
Display the Mate types.
'53) Expand the Matos folder from the FeatureManager.
Display the ful Mate names.
54) Drag the vertical FeatureManager border to the right. View | oS) Sc Sieera: nasa
the two created Mates: cee
Concentrict and Parallelt pre
ra
Save the GUIDE-ROD assembly Some
55) Click Save fil eDtaee
@ creel Guest Root)
Susan unten ecns
Pace 2-22Fundamentals of Asse
The ROD Mates reflect the physical constraints in the GUIDE-ROD assembly. The ROD
is under defined, indicated by a minus sign (-)
The Concentric mate allows the ROD to translate freely in the Z direction through the
Guide Hole. The Parallel Mate prevents the ROD from rotating in the Guide Hole.
‘The GUIDE part icon #% © SUE<1> js displayed with no color in the FeatureManager
to reflect the Hide state,
GUIDE-ROD Assembly-Mate the PLATE Component
Recall the initial design constraints.
© The ROD is fastened to the PLATE.
© The PLATE part mounts to the GUIDE-CYLINDER PISTON PLATE part.
Apply the Rotate Component 8 too! to position the PLATE before applying the Mates.
Activity: GUIDE-ROD Assembly-Mate the PLATE Component ]
Insert the PLATE component.
56) Click the Insert Components Assemble tool. The Insert
Component PropertyManager is displayed.
57) Click BROWSE from the Open documents box.
58) Browse to the PROJECTS folder.
59) Double-click the PLATE part
0) Click a position behind the ROD in the Graphics
window as illustrated. The PLATE component is,
added to the GUIDE-ROD FeatureManager.
Fit the model to the Graphios window.
61) Press the f key.
PAGED-25,Engineering Design with SolidWorks 2008,
Rotate the PLATE.
62) Click the Rotate Component & Assemble
tool, The Rotate Component PropertyManager | 2 |. 3 | 8
is displayed comer e
[eneree ene
663) Click and drag the frontface of he PLATE [ESI voveconporent. |
downward until the PLATE rotates Agate Component
approximately 90°. ———
64) Click the Rotate Component © Assemie tool to
deactivate the tool
65) Click a position in the Graphics window, to the right of
the PLATE, to deselect any faces or edges.
66) Click View, uncheck Origins from the Menu bar.
Use Selection filters to select difficult individual
features such as: faces, edges, and points. Utilize the
Filter Faces tool to select the hidden ROD Back Hole
face from the Selection Filter toolbar.
Display the Selection Fier toolbar. Activate the Filter Faces tool,
67) Click View, Toolbars from the Menu bar.
ction Filter. The Selection Filter toolbar is displayed.
friter Faces
‘Albwes selection of faces only. —}
69) Click Filter Facos &F from the Selection Filter toolbar as
ilstrated. The Selection itr icon is displayed in your
mouse pointer Ry.
‘To deactivate the Filter Faces tool, click Clear All
Filters from the Selection Filter toolbar.
Se
‘lear ALE
Ghar all section ters
PAGE 2-24‘Fundamentals of Assembly Modeling
Insert a Concentric mate.
70) Click WireFrame ©
74) Click the Mate % Assemble tool. The Mate
PropertyManager is displayed.
72) Click the center inside cylindrical face from the
PLATE Countersink hole. The center-cylindrical
face turns green
73) Click the cylindrical face of the ROD. The
selected faces are displayed in the Mate Selections
box. Concentric is selected by default.
74) Click the Green Check mark “from the Mate
Pop-up toolbar. Concentric? is created.
Note: Review the Mate Selections, the cylindrical
face of the PLATE and the cylindrical face of the
ROD. If the Mate Selections are not correct, right-
click a position inside the Mate Selections box and
select Clear Selections.
75) Click and drag the PLATE behind the ROD.
Insert a Coincident mate.
76) Press the loft arrow key to rotate the view unti the
back face of the ROD is visible.
TT) Click the back circular face of the ROD.
78) Press the right arrow key to rotate the view untit
the PLATE front face is visible
79) Click the front rectangular face of the PLATE.
The selected faces are displayed in the Mate
Selections box. Coincident is selected by default,
80) Click the Green Check mark “from the
Mate Pop-up toolbar. Coincident2 is created,
81) Click Shaded With Edges @_
82) Click Isometric view @
PAGE 2-25Engineering Design with SolidWorks 2008
Insert a Parallel mate.
83) Press the Shift + z keys to Zoom in on the
ROD.
84) Click the ROD Keyway Cut flat face.
85) Click the PLATE right rectangular face as,
illustrated. The selected faces are
displayed in the Mate Selections box,
86) Click Parallel from the Mate Pop-up
toolbar.
87) Click the Green Check mark “ from the
Mate Pop-up toolbar. Parallel2 is created.
88) Click OK % from the Mate
PropertyManager.
Reset the filters Spams
89) Click the Clear AllFilters ® [Se Ohare.
icon from the Selection Fiters [2.9 vom
toolbar. O covers Cure n00-4>
Qranien @amesincoa>)
Save the GUIDE-ROD aesembiy. Oceanis eons Rae)
g
90) Click Save bi
91) View the results.
‘Mates reflect the physical relations bewteen the PLATE and the ROD. The Concentric
mate aligns the PLATE Countersink Hole and the ROD cylindrical face. The Concentric
mate eliminates translation between the PLATE front face and the ROD back face.
The Parallel mate removes PLATE rotation about the ROD axis. Create the Parallel
mate,
aE A Distance mate of 0 provides additional flexibility over a Coincident mate. A
Distance mate value can be modified. Utilize a Coincident mate when mating faces
remain coplanar,
PAGE 2-28Fundamentals of Assembly Modeling
the mouse pointer displays the Filter 8 icon when the Selection Filter is
activated. Deactivate Selection Filters when not required.
Activate/Deactive Filters using the following keys:
Filter for edges Presse
Filter for faces Press x
Filter for vertices Press v
Hide/Show all Filters FS
Off/On all Selected Filters F6
Accidentally pressing the e, x or v keys activates a Filter. If the mouse pointer displays
the Filter ¥ icon, you cannot select geometry, dimensions or text. Press the F5 key to
display the Selection Filter toolbar. Select Clear All Filters ©.
GUIDE-ROD Assembly-Mate Errors
Mate errors occur when component geometry is
over defined, Example: You added a new
Concentric Mate between the PLATE bottom
Mounting Hole and the ROD cylindrical face.
The ROD back hole cannot physically exist with a
Concentric Mate to both the PLATE middle CSK
Hole and bottom Mounting Hole.
* Review the design intent. Know the behavior
of the components in the assembly.
© Review the messages and symbols in the
FeatureManager.
© Utilize Delete, Edit Feature, and Undo
commands to recover from Mate errors,
“NS View the Mates for a component. Right-click
a component (of the assembly or of a sub-
assembly) and click the View Mates ®& tool from
the shorteut toolbar.
PAGE 2-27Engineering Design with SolidWorks 2008 a
AF to view the mates for more than one component, hold the Cl key down, select the
components, then right-click, and click the View Mates & tool,
A Mate problem displays the following icons:
& Warning. The mate is satisfied, but is involved in over defining the assembly.
© Error. The mate is not satisfied.
Insert the second Concentric mate which will create a Mate error in the following steps.
Activity: GUIDE-ROD Assembly-Mate Errors
Insert a Concentric mate.
92) Click the Mate & Assemble tool. The Mate PropertyManager is
displayed
93) Click the outside cylindrical face of the ROD as illustrated.
'94) Click the bottom Mounting Hole inside cylindrical face of the
PLATE. The selected faces are displayed in the Mate Selections
box. AMate error message is displayed. Adding a Concentric
mate would over-define the assembly. F@mate
The dau nate bps (eae)
Concentric from the Mate Pop-up | yould over dette he assert
toolbar, A second Mate error message [Psa telact te mate ype below.
is displayed. The components cannot be
‘moved to a position which satisfies this mate. Nisigeroly]
95)
96) Click Close ® from the Concentric
PropertyManager to return to the Assembly
FeatureManager. SG awed
@ QRoo<>
Review the created Mates. ue
97) Expand the Mates folder inthe FeatureManager. FT cs meas ropas)
View the created mates. XS Parallel (GUDE<1> ROD<1>)_
© concenviez @oo,PLateci>)|
x K Coneibene ROO<> PLATES)
“W* ieyou delete a Mate and then recreate it, the _Xtaaleg gona» narea>)
Mate numbers will be different. View the mate
symbols in the Mates folder.
PAGE -20Fundamentals of Assembly Modeling
Review the mates for a component.
98) Right-click ROD from the Graphics window.
99) Click View Matos 8 from the shortcut toolbar. The View
Mates PropertyManager is displayed with alist of the
component's mates.
‘Components involved in the mate
system for the selected components
are vaguely transparent in the
Graphics window. Components
not involved are hidden,
Callouts are displayed. Each mate
has a single callout, with leaders
pointing to the two mated entities.
Error and warning icons are
displayed in the callouts.
100) Click inside the Graphics
window to return to the GUIDE-
ROD FeatureManager.
AK You can pin the View Mates PropertyManager to
keep it visible.
WF organize the Mates names. Rename Mate names
with descriptive names for clarity.
IO cancenvier Gume)
Nessie: cures)
IO crresince pure)
|< conden Plate)
[Sree trates)
PAGE 2-209Design with SolidWorks 2008
Collision Detection
The Collision Detection assembly function detects collisions between components as they
move or rotate.
A collision occurs when geometry on one component coincides with geometry on another
component, Place components in a non-colliding position; then test for collisions.
Activity: GUIDE-ROD Assembly Collision Detection
Display the GUIDE :
401) Rightclck GUIDE “© €) SUDE<1> from the FeatureManager aman sea]
ae:
4102) Click Show components & from the shortcut toolbar. The
GUIDE is displayed in the Graphics window.
403) Click Shaded with Edges ©.
‘Move the PLATE behind the GUIDE.
404) Click the Move Component &® Assemble tool. The
Move Component PropertyManager is displayed.
4105) Drag the PLATE backward until the PLATE clears the
GUIDE. The PLATE is free to translate along the Z-axis.
Display Collision Detection.
106) Click the Collision Detection checkbox. The Stop at
collision check box is selected by default in the Options
box.
107) Check Highlight faces, Sound, and Ignore complex
surfaces from the Advanced Options box.
108) Drag the PLATE forward. The GUIDE back, top and angled
right faces turns blue when the PLATE front face collides with Ordre
the back face of the GUIDE. ek
@aconporens
Retum the PLATE to the original position. Otteeconmererts
109) Drag the PLATE backward until the ROD is approximately sep section
halfway through the GUIDE.
440) Click OK % from the Move Component PropertyManager.
PAGE 2-30Save the GUIDE-ROD assembly.
111) Click Save fal
412) Click Yes to Rebuild now.
Modify Component Dimension
Modify part dimensions in the assembly, Utilize Rebuild to update the part and the
assembly, You realize from additional documentation that the Slot in the GUIDE is
4mm. Modify the right Slot Cut feature dimensions in the GUIDE-ROD assembly.
Rebuild the assembly. The left Mirror Slot Cut and right Slot Cut update with the new
value.
‘Activity: GUIDE-ROD Assembly-Modify Component Dimension ]
Modify the Slot of the Guide.
113) Double-click on the right Slot Cut of the
GUIDE in the Graphics window. The Slot Cut
dimensions are displayed in the Graphics
window.
Modify the radial dimension,
4114) Double-click R3 in the Graphics window.
415) Enter 4mm.
146) Click Rebuild from the Modify dialog box.
417) Click the Green Check mark “ from the
Modify dialog box. Note: Ré4 is displayed in
blue.
418) Click OK ¥ from the Dimension
PropertyManager.
Save the GUIDE-ROD assembly.
419) Click Save
420) Click Yes to save the model.
Additional details on Assembly, Mates, Mate Errors, Collision Detection, Selection
Filters are available in SolidWorks Help.
PAGE 2-34Engineering Design with SolidWorks 2008
Keywords: Standard Mates, Mate PropertyManager, Mates
(Diagnostics), Collision Detection, Design Methods in Assembly
and Selection Filters.
Additional information on Mate Diagnostics is located in the
‘What’s New section,
Design Library
A parts library contains components used in a design creation. The SolidWorks Design
Library provides examples of common industry components for design creation.
‘The Design Library consists of annotations, assemblies, features, forming tools, parts,
Toolbox (Add-in) and 3D ContentCentral (models from suppliers). SolidWorks Add-ins
are software applications.
Your company issued a design policy. ‘The policy states that you are required to only use
parts that are presently in the company’s pars library. The policy is designed to lower
inventory cost, purchasing cost, and design time.
In this project, the SW Design Library parts simulate your company’s part library.
Utilize 2 hex flange bolt located in the Hardware folder. Specify a new folder location in
the Design Library to quickly locate the components utilized in this project.
* The Design Library saves time locating and utilizing components in an assembly.
‘Note: In some network installations, depending on your access rights, additions to the
Design Library are only valid in new folders.
[Activity: GUIDE-ROD Assembly SolidWorks Design Library
Open the SolidWorks Design Library.
4121) Click the Design Library & tab from the Task Pane as
illustrated. The Design Library menu is displayed in the
Graphies window.
Pin the Design Library o remain open.
422) Click Pin
423) Expand Design Library
Select the Flange bolt from the parts folder.
424) Expand parts.
PAGE 2-22