SolidWorks Course Material For HRD

ENGINEERING DESIGN AND GRAPHICS WITH SOLIDWORKS T.R.
CHAPTER 1
INTRODUCTION TO SOLIDWORKS
1.1. What is SolidWorks?
The SolidWorks, mechanical design automation software, is one of the world’s fastest
growing solid modeling software. It is a ‘parametric feature-based solid modeling tool’ that not only
unites the three-dimensional (3D) parametric features with two-dimensional (2D) tools, but also
addresses every design-through-manufacturing process.
SolidWorks is also known as standard in 3D because you can create ‘fully associative 3D’
solid models with or without ‘constraints’ while utilizing automatic or user defined relations to
capture ‘design intent’. As you design a part, from the initial sketch to the final result, you create a
3D model. From this model, you can create 2D drawings or mate components consisting of parts or
subassemblies to create 3D assemblies. You can also create 2D drawings of 3D assemblies.
When designing a model using SolidWorks, you can visualize it in three dimensions, the way
the model exists once it is manufactured.
1.2. What is Feature-based Modeling?
Just as an assembly is made up of a number of individual piece parts, a SolidWorks model is

also made up of individual constituent elements. These elements are called ‘features’.
When you create a model using the SolidWorks software, you work with intelligent, easy to
understand geometric features such as ‘bosses, cuts, holes, ribs, fillets, chamfers, and draft’. As the
features are created they are applied directly to the work piece.
To illustrate the concept of feature-based modeling,

consider the part shown at the right:
This part can be visualized as a collection of several

different features.
U Aung San Win [Lecturer] | P.T. Department 1

ENGINEERING DESIGN AND GRAPHICS WITH SOLIDWORKS T.R.D
If we were to map the individual features to their corresponding listing in the ‘Feature
Manager design tree’, it would look like this:
1.3. What is Parametric Modeling?
The dimensions and relations used to create a feature are captured and stored in the model.
This not only enables you to capture your design intent, it also allows you to quickly and easily make
changes to the model.
 Driving Dimensions: These are the

dimensions used when creating a
feature. They include the dimensions
associated with the sketch geometry, as
well as those associated with the feature
itself.
 Relations: These include such

information as parallelism, tangency,
and concentricity. Historically, this type
of information has been communicated
on drawings via feature control symbols.

1.4. What is Design Intent?
In order to use a parametric modeler like SolidWorks efficiently, you must consider the
design intent before modeling. Design intent is your plan as to how the model should behave when it
is changed. The way in which the model is created governs how it will be changed. Several factors
contribute to how you capture design intent:
1) Automatic relations
2) Added relations
3) Equations
4) Dimensioning
1.5. How Features Affect Design Intent
Design intent is affected by more than just how a

sketch is dimensioned. The choice of features and the
modeling methodology are also important. For example,
consider the case of a simple stepped shaft as shown at
the right. There are several ways a part like this could be
built.
(a). The “Layer Cake” Approach
The layer cake approach builds the part one piece at a time, adding each layer, or feature,
onto the previous one, like this:
(b). The Manufacturing (Turning Process) Approach
The manufacturing approach to modeling mimics the way the part would be manufactured.
For example, if this stepped shaft was turned on a lathe, you would start with a piece of bar stock and
remove material using a series of cuts.

(c). The “Potter’s Wheel” Approach
The potter’s wheel approach builds the part as a

single, revolved feature. A single sketch representing the
cross section includes all the information and dimensions
necessary to make the part as one feature. While this
approach may seem very efficient, having all the design
information contained within a single feature limits
flexibility and can make changes awkward.
1.6. SolidWorks User Interface
The SolidWorks user interface is a native Windows interface, and as such behaves in the
same manner as other Windows applications. Some of the more important aspects of the interface are
identified below.

ENGINEE
ERING DESIGN
D A
AND GRA
APHICS WITH
W SOL
LIDWORK
KS T.R.D
D
1.6.1. Startiing a Prograam
Youu may start SolidWorkss software by

b using onee of severall ways:
1. Double-cclick the ‘SoolidWorks 2011’ icon from the Desktop.

D
2. Right-cliick the ‘SoliidWorks 2011’ icon from

f the Deesktop and then
t click ‘O
Open’ at th
he top of thee
pop-up menu.
m
3. Click ‘S
Start’ buttonn and then click All Programs
P > SolidWorrks 2011 (ffolder) > ‘S
SolidWorkss
2011’ icon.
1.6.2. Creatting a New Document
Afteer the ‘SoliddWorks’ proogram had been

b d, the ‘SoliddWorks’ plaatform will appear.
started
Click ‘New
w’ on thee Standard toolbar.
t
Thee ‘New SoliidWorks Document’

D
dialog box appears.
Theere are three types of Modes in

New SolidW
Works Docuument:
1) Part Moode
2) Assembbly Mode
3) Drawinng Mode
Youu can choosse the one you want

and press ‘OK
K’ button.
Andd then, youu will see thhe ‘SolidW

Works User Interface’ concernedd with the one
o you hadd
chosen.
1.6.3. Exiting the Proggram
To exit the appplication prrogram, clicck ‘File > Exit’

E or clicck on tthe main ‘S
SolidWorks’
window.
U Aung San
n Win [Leccturer] | P.T.. Departmen
nt 5

CHAPTER 2
BASIC FUNCTIONALITY
2.1. Sketching Environment
Whenever you start a new part document, you are in the part modeling environment. But you
need to start the design by first creating the sketch of the base feature in the sketching environment.
2.1.1. Terminology for Sketching
Sketching Sketching is the act of creating a ‘2-dimensional profile’ comprised of

wireframe geometry. Typical geometry types are lines, arcs, circles,
ellipses and so on. Sketching is dynamic, with feedback from the
cursor to make it easier.
Default Planes To create a sketch, you must

choose a plane on which to
sketch. The system provides
three initial planes by default.
They are ‘Front’, ‘Top’, and
‘Right’.
Inserting a Sketch After selecting a plane where you want to draw the sketch, click
Command Manager > Sketch (tab) > Sketch (button)
Confirmation Corner When many SolidWorks commands are active, a symbol or a set of
symbols appears in the upper right corner of the graphics area. This
area is called the Confirmation Corner.

Sketch Indicator
Sketch Entities SolidWorks offers a rich variety of sketch tools for creating profile
geometry. The following chart lists the basic sketch entities that are
available by default on the Sketch toolbar.

Sketch Feedback The sketcher has many feedback features. The cursor will change to
show what type of entity is being created. It will also indicate what
selections on the existing geometry, such as end, coincident (on) or
midpoint, are available using a red dot when the cursor is on it.
Three of the most common feedback symbols are:
Sketch Relation There are many types of Sketch Relations. Which ones are valid
depends on the combination of geometry that you select. Selections
can be the entity itself, endpoints or a combination. Depending on the
selection, a limited set of options is made available. The following
chart shows some examples of sketch relations.


Dimensions Dimensions are another way to define geometry and capture design
intent in the SolidWorks system. The advantage of using a dimension
is that it is used to both display the current value and change it. The
Smart Dimension tool determines the proper type of dimension based
on the geometry chosen, previewing the dimension before creating it.
The preview allows you to see all the possible options by simply
moving the mouse after making the selections.

Status of a Sketch Sketches can be in one of three definition states at any time. The status
of a sketch depends on geometric relations between geometry and the
dimensions that define it. The three states are:
Under Defined There is inadequate definition of the sketch, but the sketch can still be
used to create features. This is good because many times in the early
stages of the design process, there isn’t sufficient information to fully
define the sketch. When more information becomes available, the
remaining definition can be added at a later time. Under defined sketch
geometry is ‘Blue Color’ (by default).
Fully Defined The sketch has complete information. Fully defined geometry is ‘Black
Color’ (by default). As a general rule, when a part is released to
manufacturing, the sketches within it should be fully defined.
Over Defined The sketch has duplicate dimensions or conflicting relations and it
should not be used until repaired. Extraneous dimensions and relations
should be deleted. Over defined geometry is ‘Red Color’ (by default).
2.2. Creating Basic Part Modeling
Once the sketch is completed, it can be transformed into solid feature. Sketches are used for
all sketched features in SolidWorks including:
□ Extrusions □ Revolves
□ Sweeps □ Lofts

2.2.1. Terminology for Part Modeling
Feature All cuts, bosses, planes and sketches that you create are considered
‘Features’. Sketched features are those based on sketches (boss and
cut), applied features are based on edges or faces (fillet).
Boss ‘Bosses’ are used to ‘add material’ to the model. The critical initial
feature is always a boss. After the first feature, you may add as many
bosses as needed to complete the design. As with the base, all bosses
begin with a sketch.
Cut A ‘Cut’ is used to ‘remove material’ from the model. This is the
opposite of the boss. Like the boss, cuts begin as 2D sketches and
remove material by extrusion, revolution, or other methods you will
learn about.
Fillets and Rounds ‘Fillets and Rounds’ are generally added to the solid, not the sketch.
By nature of the faces adjacent to the selected edge, the system knows
whether to create a round (removing material) or a fillet (adding
material).

2.2.2. Choosing the Best Profile
Choose the “best” profile. This profile, when extruded, will generate more of the model than
any other. Look at these models as examples.

CHAPTER 3
BASIC MODELING TOOLS – I (EXTRUSION)
3.1. Extrusion
An extrusion will extend a profile along a path normal to the

profile plane for some distance. The movement along that path
becomes the solid model.
There are many options for extruding a sketch including the

end conditions, draft and depth of extrusion.
3.1.1. Extrude Options
End Condition Type A sketch can be extruded in one or two directions. Either or both
directions can terminate at some blind depth, up to some geometry in
the model, or extend through the whole model.
Depth This is the distance for a blind or mid-plane extrusion. For mid-plane,
it refers to the total depth of the extrusion. That would mean that a
depth of 50mm for a mid-plane extrusion would result in 25mm on
each side of the sketch plane.
Draft Applies draft to the extrusion. Draft on the extrusion can be inwards
(the profile gets smaller as it extrudes) or outward.
Example 3.1
Let’s create an extruded feature by using ‘Line’ tool, ‘Smart Dimension’ tool, ‘Fillet’ tool
and ‘Extruded Boss/Base’ tool shown in the following:

Procedure >>>>>
(1) Open a ‘New Part Document’ by clicking ‘New’ icon from the ‘Menu Bar’.
(2) Press the ‘Part’ icon from the ‘New SolidWorks Document’ dialog box.
(3) And then, press ‘OK’ button.
Now, a new part document appears in the SolidWorks platform. Before doing any other else,
you must save this part file with an appropriate name.
(4) Click ‘File > Save as…’

(5) Choose the location (or directory) where you want to save this file (e.g., Desktop)
(6) Type a name for your file in ‘File name’ box (e.g., Example2.1)
(7) Then, press the ‘Save’ button.
Now, you can create a sketch for modeling.
(8) Select the ‘Front Plane’ in the Graphic Area with Left-click.
(9) And, click Command Manager > Sketch (tab) > Sketch (button).

(10) Click the ‘Line’ tool from the ‘Sketch’ tab and draw the line segments step-by-step
shown below.
Before you use the ‘Smart Dimension’ for measurement, you need to change the ‘Unit
System’ for ‘Imperial Unit’.
(11) Click Menu Bar > ‘Options’

(12) In ‘Document Properties’ tab, click ‘Units’ and then press the ‘IPS (inch, pound,
second)’ radio button. Then, press ‘OK’ button.
(13) Then click the ‘Smart Dimension’ icon from the ‘Sketch’ tab and make the
measurements shown below.

(14) Click the ‘Fillet’ icon from the ‘Sketch’ tab and type ‘0.1875’ for fillet radius in the
‘Fillet Parameters’ field and select two lines for one fillet.
You can now create the base feature by using Extruded Feature.
(15) Click Command Manager > Features (tab) > Extruded Boss/Base (icon)
(16) When you type ‘0.25 (in)’ in Depth field under Direction 1, you will see the preview
of the solid model in the Graphic Area.
(17) If you can access this situation, click (OK) at the upper-left corner of the ‘Boss-
Extrude Property Manager’ and now the complete solid model is appeared in the Graphic
Area.
(18) Click File > (Save) and click again File > (Close)

Exercise (3.1)
(i). Draw the sketch and create this part by using ‘Extruded Feature’ tool.
The following information can help you in the process of creating this solid model.
a) Use ‘Front Plane’ for reference and change the ‘IPS’ unit system.
b) Use ‘Line’ tool and ‘Smart Dimension’ for sketching.
c) Use ‘Extruded Boss/Base’ tool and the value ‘1 in’ for the extrusion depth.
d) Save and close this part.
(ii). Create this sketch on the ‘Front Plane’ using ‘Line’ tool and ‘Smart Dimension’ tool. Use
‘Extruded Boss/Base’ tool and the value ‘0.5 in’ for the extrusion depth.
(iii). ‘Sketch and Extrude’.
Create this sketch on the ‘Front Plane’ using lines and dimensions. Extrude this sketch with the
value of ‘20 mm’ in depth. No need to change the unit system.
Example 3.2
Next, create an extruded feature by using Line tool, Circle tool, Smart Dimension tool,
Mirror tool and Extruded Boss/Base tool shown in the following:

Procedure >>>>>
(1) Open ‘New Part Document’ from Menu Bar.

(2) Select ‘Front Plane’ from Feature Manager design tree.
(3) Insert ‘New Sketch’ from Sketch (tab) of the Command Manager.
(4) Draw a ‘Centerline’ vertically and draw line segments and a circle shown below.
(5) Use ‘Smart Dimension’ for measurement.

(6) Click ‘Mirror’ tool from Sketch tab, select all line segments and a circle for ‘Entities to
mirror:’ (by using ‘Window Select’ tool) and select a vertical centerline for ‘Mirror
about:’. Then click ‘OK’. The results are shown below.
(7) When you finish the process of drawing the sketch, click Features (tab) > Extruded
Boss/Base (icon) under Command Manager.
(8) Type ‘20 mm’ for the extrusion depth and then click (OK) to complete the process of
extrusion.
(9) Save and close the part modeling.

Exercise (3.2)
(i). Draw a basic sketch by using ‘Line’ tool and ‘Circle’ tool on the ‘Front Plane’. Extrude this
sketch with the extrusion depth of ‘50 mm’. (Expected time: 30 min)
(ii). Draw a vertical centerline and a half of this basic sketch by using ‘Line’ tool on the ‘Front
Plane’ and use ‘Mirror’ tool for the whole sketch. Extrude this sketch with the extrusion depth
of ‘50 mm’. (Expected time: 30 min)
(iii). Draw a vertical centerline and a half of this basic sketch by using ‘Line’ tool and ‘Circle’ tool
on the ‘Front Plane’ and use ‘Mirror’ tool for the whole sketch. Extrude this sketch with the
extrusion depth of ‘20 mm’. (Expected time: 30 min)

(iv). Draw a vertical centerline and a half of this basic sketch by using ‘Line’ tool and ‘Circle’ tool
on the ‘Front Plane’ and use ‘Mirror’ tool for the whole sketch. Extrude this sketch with the
extrusion depth of ‘30 mm’. (Expected time: 30 min)
(v). Draw this sketch on the ‘Right Plane’ and extrude it with ‘25 mm’ depth. Use the ‘Fillet’ tool
in R1, R2 and R5 corners. (Expected time: 30 min)
(vi). Draw this sketch on the ‘Top Plane’ and extrude it with ‘10 mm’ depth.
. (Expected time: 30 min)

(vii). Draw this basic sketch by using ‘Circle’ tool, ‘Line’ tool, ‘Offset’ tool, ‘Extend’ tool and
‘Trim’ tool on the ‘Front Plane’. Extrude this sketch with the extrusion depth of ‘50 mm’.
. (Expected time: 30 min)
(a) The way to use ‘Offset’ tool -
(b) The way to use ‘Extend’ tool –

(c) The way to use ‘Trim’ tool –
(viii). Draw this basic sketch on the ‘Top Plane’. Extrude this sketch with the extrusion depth of ‘10
mm’. Follow the instructions. (Expected time: 30 min)
(ix). Draw this basic sketch on the ‘Front Plane’. Extrude this sketch with the extrusion depth of ‘20

(a) Create a ‘Slot hole’.
(b) Make three slot holes.
(c) And, finish your sketch.

(x). Draw this basic sketch on the ‘Front Plane’. Extrude this sketch with the extrusion depth of ‘25
(a) Use ‘Center Rectangle’ tool for 10 x10 rectangular sketch.
(b) Use ‘Linear Sketch Pattern’ tool for other rectangular instances.

3.2. Using Cut Feature and Hole Wizard
3.2.1. Using Cut Features
The cut is a material removal process. You can define a cut feature by extruding a sketch,
revolving a sketch, sweeping a section along a path, lofting sections or by using a surface. The cut
feature can be created only if a base feature exists.
Creating Extruded Cuts
The process for extruded cut feature is similar to that for extruded feature. It needs a sketch
(or a profile) on a particular plane to remove the material from the base feature.

3.2.2. Using ‘Simple Hole’ Option and ‘Hole Wizard’ Option
SolidWorks assist you in creating a better and accurate design by capturing the design intent
in the model. For instance, you can create holes using the ‘Simple Hole’ option and the ‘Hole
Wizard’ option.
You can create the cylindrical holes by using ‘Cut Feature’ tool as well as ‘Simple Hole’
option. But using the ‘Simple Hole’ option, you do not need to draw a sketch of the hole. To create a
hole using this option, first you need to select the plane on which you want to place the hole feature.
Using the ‘Hole Wizard’ option, you can create standard holes classified on the basis of the
industrial standard, screw type and size. The ‘Hole Wizard’ tool of SolidWorks is one of the largest
standard industrial virtual hole generation machines available in any CAD package. The ‘Hole

Wizard’ tool can be used to add standard holes, such as the standard counterbore, countersink,
drilled, tapped and pipe tap holes.
Example 3.3
The modeling process includes sketching and creating bosses, holes, cuts and fillets. To begin
with, a new part file is created. Before creating, you should consider which way is the best to create.

Procedure >>>>>
1. Open a ‘New Part Document’.

2. Select ‘Top Plane’ for the base sketch.
3. Open a sketch and draw a rectangle shown below.
4. Extrude the rectangle with the value of 0.5" upwards.
5. Then, select the front face of the rectangle as the sketch plane, open the sketch for another
boss and draw a sketch like this.
6. Extrude this with the extrusion depth of 0.5" in the direction of going into the base.
7. Use ‘Hole Wizard’ and place two drill holes of 9/32" on the top face of the base. They use
end condition of ‘Through All’.

8. Use ‘Hole Wizard’ again and place a 1/4" ‘Counterbore’ hole coincident with the center of
the arch.
9. Select the front face of the model, draw a rectangle and cut through all.
10. Use ‘Fillet’ feature at the six edges with the fillet radius of 0.25".

11. Use ‘Fillet’ feature again with the fillet radius of 0.125" shown below.
Now, you have done a procedure to create a part model. You can change the appearance of
the part model like this.
12. Save the part model and close it.

Exercise (3.3)
Build these models based on your knowledge and idea. (Expected time: 30 min per model)
Exercise (i) Exercise (ii)
Exercise (iii) Exercise (iv)
Exercise (v)

Exercise (vi)
Exercise (vii)
Exercise (viii)

Exercise (ix)
Exercise (x)

Exercise (xi)
Exercise (xii)

CHAPTER 4
BASIC MODELING TOOLS – II (REVOLUTION)
4.1. Creating Revolved Features
After drawing a fully-defined closed sketch, you can create a feature by using ‘Revolved’
feature tool to add or remove material. This tool is available in the Features Command Manager.
Choose this tool to revolve the sketch about a revolution axis. The revolution axis could be an axis,
an entity of the sketch, or an edge of another feature to create the revolved feature. Note that whether
you use a centerline or an edge to revolve the sketch, the sketch should be drawn on one side of the
centerline or the edge.
Example 4.1
Draw the sketch shown below and create a model by using ‘Revolved Boss/Base’ tool.
Procedure >>>>>

2. Select ‘Front Plane’ for the base sketch.
3. Open a sketch and draw two centerlines horizontally and vertically.

4. Draw a half of the sketch and dimension it.

5. And use ‘Mirror’ tool to complete the sketch.
6. After that, use the ‘Revolved Boss/Base’ tool in the ‘Feature’ tab to build the model. (You
can press the ‘Reverse Direction’ button if you want to change the direction of revolution.)
7. When the process has finished, save the model and close it.

Exercise (4.1)
Exercise (i)
Exercise (ii)
Exercise (iii)

Exercise (iv)
Exercise (v)
Exercise (vi)

CHAPTER 5
ADVANCED MODELING TOOLS – I
5.1. Creating New Reference Planes
Generally, all engineering components or designs are multi-featured models. All features of a
model are not created on the same plane on which the base feature is created. Therefore, you have to
select one of the default planes or create a new plane that will be used as the sketching plane for the
second feature.
For the second (or next) feature(s), it is recommended that you may use the planar face of the
base feature as the sketching planes. However, sometimes you have to create a sketch on a plane that
is at some offset distance or at some rotated angle from an existing plane or a planar face.
5.2. Creating Mirror Features
The ‘Mirror’ feature tool is used to copy or mirror the selected feature, face or body about a
specified mirror plane, which can be a reference plane or a planar face.


5.3. Creating Rib Features
Ribs are defined as the thin walled structures that are used to increase the strength of the
entire structure of the component so that it does not fail under an increased load. In SolidWorks, the
ribs are created using an open sketch as well as a closed sketch.
5.4. Creating Shell Features
Shelling is defined as the process in which the material is scooped out from a model and the
resulting model is hollowed from inside. The resulting model will be a hollow model with walls of a
specified thickness and cavity inside. The selected face or faces of the model are also removed in this
operation.
The following figure shows the shell feature whose wall thickness is small for uniform
shelling of the entire model.
And, the following figure shows the shell feature whose wall thickness is large because of
which it cannot accommodate the uniform shelling of the entire model. Therefore the shell feature
will not remove the material from that area where the material removal is not possible.

If you do not select any face to be removed, a closed hollow model will be created.
You can also specify multiple thicknesses to the walls.
The ‘Shell outward’ check box is selected to create the shell feature on the outer side of the
model.
5.5. Creating Linear Pattern Features
Patterns are the best method when creating multiple instances of one or more features. Use of
patterns is preferable to other methods for several reasons.

The Linear Pattern creates copies, or instances, in a linear pattern controlled by a direction, a
distance and the number of copies. The instances are dependent on the originals. Changes to the
originals are passed on to the instanced features.
5.6. Creating Circular Pattern Features
The Circular Pattern creates copies, or instances, in a circular pattern controlled by a center of
rotation, an angle and the number of copies. The instances are dependent on the originals. Changes to
the originals are passed on to the instanced features.
Circular Pattern creates multiple instances of one or more features spaced around an axis. The
axis can be an edge, axis, temporary axis or angular dimension.


Exercise (5.1)
Exercise (i)
Exercise (ii)

Exercise (iii)
Exercise (iv)

Exercise (v)
Exercise (vi)

Exercise (vii)
Exercise (viii)

Exercise (ix)
Exercise (x)

Exercise (xi)
Exercise (xii)


Exercise (xiii)
Exercise (xiv)
Exercise (xv)

Exercise (xvi)
Exercise (xvii)
Exercise (xviii)

Exercise (xix)
Exercise (xx)

CHAPTER 6
ADVANCED MODELING TOOLS – II
6.1. Creating Swept Features
One of the most important advanced modeling tools is the ‘Swept Boss/Base’ tool. This tool
is used to extrude a closed profile along an open or a closed path. Therefore, you need a profile and a
path to create a sweep feature. A profile is a section for the sweep feature and a path is the course
taken by the profile while creating the sweep feature. The profile has to be a sketch, but the path can
be a sketch, edge, or a curve.
It is not necessary that the sketch drawn for the profile of the sweep feature intersects its path.
However, the plane on which the profile is drawn should lie at one of the endpoints of the path. The
following figure shows the nonintersecting sketch for profile and edge for path.
The sweep with guide curves is the most important option in the advanced modeling tools. In
this sweep feature, the section of the sweep profile varies according to the guide curves along the
sweep path. To create this type of feature, you need a profile, path and the guide curves

6.2. Creating Lofted Features
The lofted features are created by blending more than one similar or dissimilar section
together to get a free form shape. These similar or dissimilar sections may or may not be parallel to
each other. Note that the sections for the solid lofts should be closed sketches.
The ‘Start/End Constraints’ rollout available in the ‘Loft Property Manager’ is used to
define the constraints at the start and end sections of the ‘Loft’ feature. You can define normal,
tangency or continuity constraints to the loft feature. By default, the ‘None’ option is selected in the
‘Start constraint’ and the ‘End constraint’ drop-down lists. This implies that no constraint is
applied to the loft feature.
The ‘Normal to Profile’ option is used to define the tangency normal to the profile. When
you select this option from the ‘Start constraints’ and ‘End constraints’ drop-down lists, an arrow
is displayed at the start and end sections.

SolidWorks enables you to specify the guide curves between the profiles of the loft feature to
define the path of transition of the loft feature. The sketches drawn for the guide curve must coincide
with the sketches that define the loft sections.
Exercise (6.1)
Exercise (i)

Exercise (ii)
Exercise (iii)

Exercise (iv)
Exercise (v)

Exercise (vi)
Exercise (vii)

Exercise (viii)
Exercise (ix)

Exercise (x)
Exercise (xi)

CHAPTER 7
ADVANCED AND SPECIALIZED FUNCTIONALITIES – I
7.1. Working with Surfaces
There are a number of different situations when it is necessary to work with surfaces. One is
when you import data from another CAD system and the result is a collection of surfaces, not a solid
model. Another situation is when the shape you want to create is best modeled using free-form
surfaces that are then knit together to form a solid.
7.2. What are Surfaces?
The outer skin of a solid model is made up of surfaces. Surfaces are what define the shape of
the faces of a solid – whether they are flat or curved. The difference between a surface model and a
solid model is one of intelligence and completeness. Solid models are always closed. There are not
any gaps or overlapping edges. Surface models can be open. Multiple surfaces may not meet along
their edges. They might overlap or fall short.
Solid models are intelligent. The system knows what space lies “inside” the solid and what
lies “outside”. Surface models lack that intelligence. You might consider a surface to be the ultimate
“thin feature”. It has a shape, but no thickness. When multiple surfaces are put together so that the
edges all meet and there are no gaps, the result can be “filled”, transforming it into a solid.
7.3. Where can we create the ‘Surface Modeling’ and Where are the ‘Surface Tools’?
In SolidWorks, surface modeling is done in the ‘Part’ mode and the tools used for surface
modeling are available in the ‘Surfaces Command Manager’. The ‘Surfaces Command Manager’
will not be available, by default. Therefore, you need to right-click on any one of the ‘Command
Manager’ tabs and then choose the ‘Surfaces’ option from the shortcut menu.
The surface modeling tools can also be invoked by choosing ‘Insert > Surface’ from the
SolidWorks menus.
You will notice that some of the tools available in the ‘Surfaces Command Manager’, such
as extrude, revolve, sweep, and loft are similar to those discussed in the solid modeling.

7.4. Tools for Surface Modeling
Once active, all the major tools are available from here to help you construct geometry to
define the surfaces.
Extruded Surface - A Simple Surface to create. Create a closed or an open sketch that will
define the surface, and then use the property manager to extrude it in one
or two directions.
Revolved Surface - Similar to revolved solids, simply draw a sketch with a centerline in it. It
does not matter whether the sketch is open or closed.

Swept Surface - You can also create a swept surface by sweeping a closed or an open
profile along a closed or an open path. To create a swept feature, first draw
a closed or an open sketch as a sweep profile and another sketch as a
sweep path in the sketching environment.
Various methods to create a sweep feature are given for your reference.
Lofted Surface - You can create the open or closed profiles on different reference planes
and then make a lofted surface.

Note that if you want to create a lofted surface with open section, all the
sections to be lofted must be opened. Similarly, if you want to create a
closed lofted surface, all the sections must be closed. This means that in a
lofted surface, the combination of closed and open sections is not possible.
You can also add in guide curves to control the profile of the resulting
surface.
Boundary Surface - The ‘Boundary Surface’ tool is used to create complex shaped models
with high accuracy as well as high surfaces quality, while maintaining the
curvature continuity.

Planar Surface - A planar surface is generally used to fill gaps between surfaces using a
planar patch. To use this tool, the boundary must be closed on one
elevation or plane.
Filled Surface - The ‘Filled Surface’ tool is used to create a surface patch along ‘N
number of sides’. The sides to be selected for creating a filled surface can
be the edges of the existing model, 2D or 3D sketch entities, or 2D or 3D
curves. The difference between a planar surface and fill surface is that you
cannot create a planar surface using 3D curves or edges.

Offset Surface - The ‘Offset Surface’ tool is used to offset the selected surface or surfaces
to a given distance.
Trim Surface - The ‘Trim Surface’ tool is used to trim surfaces using an entity as the trim
tool. A surface, a sketched entity, or an edge can be used as a trim tool.
Untrim Surface - The ‘Untrim Surface’ tool is used to create a surface patch by extending
the existing surfaces. Using this tool, you can fill the trimmed portion of a
surface with a surface patch.
In SolidWorks, there are two methods of untrimming the surfaces. In the

first method, you need to select the face that you want to untrim and in the
second method, you need to select the edges of the trimmed portion of the
surface.

Extend Surface - The ‘Extend Surface’ tool is used to extend the surface along a selected
edge or a selected face. There are two methods of extending a surface.
They are ‘Same Surface’ option and ‘Linear’ option.
Delete Face - The ‘Delete Face’ tool is used to delete the faces of the selected surface or
the solid body. There are three options for ‘Delete Face’ tool, namely,
‘Delete’, ‘Delete and Patch’ and ‘Delete and Fill’.
When you delete a face of a solid body with the use of ‘Delete’ and
‘Delete and Patch’ option, the solid body is converted into a surface body.
When you delete a face of a solid body with the use of ‘Delete and Fill’
option, the solid body is not converted into a surface body. But, it makes
the conversion of multi-selected faces into a single one.

Replace Face - In SolidWorks, you can replace the selected faces of a solid body with one
or more surfaces. When you replace the selected faces with another surface
or surfaces, the resultant solid body retains the shape of the replaced
surface by adding or subtracting material from the solid body.
Cut with Surface - In SolidWorks, you can also cut a solid body using a surface.
Fillet - The procedure of filleting the surfaces is the same as that of filleting the
solid model. Note that you can only fillet the edge of the surface that is
created at the intersection of two surfaces. Make sure that if an edge is
created using two surfaces, then you need to knit them before filleting.

Knit Surface - The ‘Knit Surface’ tool is used to knit multiple surfaces together to create
a single surface. You can also knit a surface with the faces of a solid body.
The surfaces that you want to knit together must be in contact with each
other. This means that you cannot knit disjointed surfaces or faces. If the
selected surfaces are a closed volume, you can try to make a solid. The
‘Knit Surface’ tool is widely used for extracting core and cavity while
designing a mold.
Thicken - In SolidWorks, you can also add thickness to the surface bodies. There are
two methods of adding thickness to surface bodies. In the first method, you
need to add wall thickness to the surface body.
In the second method, you need to solidify the closed, stitched surface
body to create a solid body. To solidify a closed surface body, the surface
body needs to be free from any type of gap and all surfaces should be
stitched together using the ‘Knit’ tool.

Example 7.1
Create the model shown below by using the surface modeling tools available in ‘Surfaces
Command Manager’ and then add the wall thickness of ‘2 mm’ to the surface model.
(Expected Time: 1 hour)

3. Draw the sketch shown below and create a ‘Revolved Surface’ with the ‘Mid-Plane’ option
and the ‘Angle’ of 180 degrees.
4. Next, in the ‘Top Plane’, draw two 20 x 10 ellipses at the side of the base surface and create
the ‘Extruded Surfaces’ up to the depth of ‘40 mm’.

5. Use the ‘Trim Surface’ tool with ‘Mutual’ Trim Type option to remove the unwanted
portions.
6. Fillet with the radius value of ‘5 mm’ at the two edges.
7. Draw two ‘Center Rectangles’ sketch in two difference plane to create a ‘Lofted Surface’.
The first ‘Rectangle’ sketch is to be created on the ‘Top Plane’ and project on the base
surface with the command of ‘Menu Bar > Curves > Projected Curve’.

8. Create a plane at an offset distance of ‘40 mm’ from the ‘Top Plane’ and draw the second
‘Rectangle’ sketch.
9. Then, using ‘Lofted Surface’ tool, create a ‘Lofted Surface’.
10. Create a ‘Planar Surface’ using at the top edges of the ‘Lofted Surface’.
11. To use the ‘Trim Surface’ tool, select the lofted surface as the trim tool and then select the
base surface as the piece to be kept.

12. Again, fillet with the radius value of ‘5 mm’ at the two edges.
13. Use the ‘Knit Surface’ tool to create a single surface.
14. Then, fillet with the radius value of ‘2 mm’ at the edges of lofted surface.
15. Finally, use the ‘Thicken’ tool to add the thickness of ‘2 mm’ to the surface model.

Exercise (7.1)
Create the model shown below by using the surface modeling tools available in ‘Surfaces
Command Manager’ and then add the wall thickness of ‘2 mm’ to the surface model.
(Expected Time: 1 hour per model)
Exercise (i)

Exercise (ii)
Exercise (iii)


CHAPTER 8
ADVANCED AND SPECIALIZED FUNCTIONALITIES – II
8.1. Working with Sheet Metal Tools
In SolidWorks, you can design the sheet metal components using various tools available for
manipulating the sheet metal components in the ‘Part’ mode. Generally, the solid models of the
sheet metal components are created:
 To generate the flat pattern of the sheet,

 To study the design of the dies and punches, and
 To study the process plan for designing the tools needed for manufacturing the sheet
metal components.
In a tool room or a machine shop, the most important thing that you need before designing
the press tool, bending tool or any other tool for creating a sheet metal component is the flat pattern
layout of a component. The following figures show the model of a sheet metal component and its flat
pattern layout.
To create a sheet metal component, start a new SolidWorks document in the ‘Part’ mode and
then invoke the ‘Sheet Metal Command Manager’. If this ‘Command Manager’ is not available
by default, invoke this it by right clicking on the tab of a ‘Command Manager’ and choosing ‘Sheet
Metal’ from the shortcut menu. All tools that are used to design a sheet metal component are
available in this ‘Command Manager’ shown below.

8.2. Basic Knowledge for Sheet Metal (Bending) Process
Bending is a manufacturing process by which metal can be deformed by plastically

deforming the material and changing its shape. The material is stressed beyond its yield strength but
below its ultimate tensile strength. There is little change to the materials surface area. Somewhere
within the thickness of the metal lies its ‘Neutral Axis’, which is a line in the metal that is neither
compressed nor stretched.
When sheet metal is bent, the inside surface of the bend is compressed and the outer surface
of the bend is stretched. To work out what the length of the flat piece of metal needs to be, we need
to calculate the ‘Bend Allowance’ or ‘Bend Deduction’ that tells us how much we need to add or
subtract to our leg lengths to get exactly what we want.
The location of the neutral line varies depending on the material itself, the radius of the bend,
the ambient temperature, direction of material grain, and the method by which it is being bent, etc.
The location of this line is often referred to as the ‘K-Factor’.
K-Factor is a ratio that represents the location of the neutral sheet with respect to the
thickness of the sheet metal part.

Generally, the ‘Bend Allowances’ are calculated using the ‘K-Factor’ as follow:
Some standard ‘K-Factor’ values in ‘Air Bending’ process are given below although there
are several methods of sheet metal bending processes:
8.3. Sheet Metal Parameters in SolidWorks
Thickness - The ‘Thickness’ is used to define the thickness of the sheet.
Bend Radius - The ‘Bend Radius’ is used to specify the bend radius of the base flange.
Bend Allowance - The options in the ‘Bend Allowance Type’ are use to specify the bend
allowance for all bends in a sheet metal component. Five options are
available in SolidWorks:

 Bend Table
 K-Factor
 Bend Allowance
 Bend Deduction and
 Bend Calculation
Auto Relief - The ‘Auto Relief’ is used to define the relief in the sheet metal
component. The reliefs are provided in the sheet metal components to
avoid tearing of the sheet while bending. The types of reliefs available are
‘Rectangle’, ‘Tear’, and ‘Obround’.
8.4. Tools for Sheet Metal Design
The most widely used method of designing a sheet metal component is by first creating the
base flange. In this method, first you will create the base flange and then add the sheet metal feature
on the base flange to obtain the required sheet metal component.
Base Flange/Tab - To create a sheet metal component, you first need to create a base feature
or a base sheet. This base sheet is known as the base flange. You can
create a base flange from a closed sketch or an open sketch.

Edge Flange - Edge flange is a bent sheet metal wall created at an angle at the edge of an
existing base flange or an existing flange.
Tab - A tab feature is created by adding material to the walls of the sheet metal
component. To create a tab, select a face to use as the sketching plane and
create the sketch of the tab. Remember that the sketch must be closed.
Now, choose the ‘Base Flange/Tab’ button from the ‘Sheet Metal
Command Manager’; a tab will be created and the thickness of the tab
will be automatically adjusted according to the thickness of the sheet.
Miter Flange - The ‘Miter Flange’ tool is used to create a series of flanges along the
edges of a sheet metal component. The profile of the miter flange is
defined by the sketch created on a sketching plane normal to the direction
of extrusion of the flange. To create a miter flange, select the sketching
plane and invoke the sketching environment.

Hem - Hems are generally used to bend a small area of sheet in order to eliminate
the sharp edges in a sheet metal component. Hems are also used to join
two sheet metal components.
Jog - In SolidWorks, you can create two bends using a bend line. The bend line
is sketched on the face of the sheet metal component on which you need to
create the jog bend. The first bend will be in the same plane as that of the
bend line and the second bend will be at an offset distance.

Sketched Bend - The ‘Sketched Bend’ tool is used to create a bend by using a sketch as the
bending line. To create a sketched bend, select the face of the sheet on
which you need to create a bend line and invoke the sketching
environment.
Closed Corner - In SolidWorks, when you create walls using the ‘Edge Flange’ tool, there
may be a gap between the corners due to relief. You can close this gap and
create a closed corner.
Break-Corner - In SolidWorks, you are provided with an option to break the edges of the
sheet metal components to create chamfer or fillet. The edges of the sheet
metal components are chamfered or filleted using the ‘Break-
Corner/Corner-Trim’ tool.

Lofted Bend - The lofted bends are created by defining a transition of sheet between two
open sections placed apart at some offset distance. To create the lofted
bends, create the open sections. Remember that the sections should not
have vertices. If the sections have vertices, replace them with fillets.
Flatten - The flat pattern view of a sheet metal component is extensively used in the
tool room or the machine shop to define the size of the raw sheet, and also
the shape of the sheet that you need before bending. It is also used for
process planning to start the manufacturing of the tool that will create the
sheet metal component.
Unfold - To unfold a sheet, invoke the ‘Unfold’ tool by choosing the ‘Unfold’
button from the ‘Sheet Metal Command Manager’; the ‘Unfold
Property Manager’ will be displayed. Also, you will be prompted to
select a face to be fixed and the bends to be unfolded.

A sheet metal component designed by using a base flange does not include the ‘Flatten-
Bends1’ and the ‘Process-Bends1’ features. Therefore, for creating cuts in such a sheet metal
component, you first need to unfold the sheet using the ‘Unfold’ tool and then create the cut feature.
After creating the feature, you need to fold the sheet again using the ‘Fold’ tool.
Fold - The face of the sheet that was fixed while unfolding the sheet is selected
by default when you invoke the ‘Fold Property Manager’. You can also
select any other face that you need to fix while folding the sheet. Choose
the ‘Collect All Bends’ button to select all bends to be folded.
Example 8.1
The sheet metal component and the flat pattern are shown below. To create this model, the
default bend radius is ‘2 mm’, K-Factor is ‘0.5’, and Rectangular Relief ratio is ‘0.5’. Thickness of
the sheet is ‘1 mm’. Rip gap for miter flange is ‘2 mm’. (Expected time: 30 min)


3. Draw the sketch using ‘Line’ tool with the distance of ‘200 mm’ and create a ‘Base Flange’
with the extrusion of ‘100 mm’, thickness of ‘1 mm’, bend radius of ‘2 mm’, K-Factor of
‘0.5’ and rectangular relief ratio of ‘0.5’.
4. Draw the sketch selecting a side face of the base flange as the sketch plane and create a
‘Miter Flange’ by selecting three edges of the base flange shown below.
5. For the remaining edge, use ‘Edge Flange’ with the flange length of ‘50 mm’. And then,
unfold the model to make the patterns, holes and rectangular cut.

6. Selecting the upper face of the flatten sheet, draw the sketches and use the ‘Extruded Cut’
feature. Then, fold the model again.
7. Finally, inquire the length and the width of the flatten sheet for the required size of the ‘Raw
Sheet’ by using ‘Measure’ tool under the ‘Evaluate Command Manager’.
Exercise (8.1)
(i). Create a sheet metal component shown below. For this component, the thickness is ‘1 mm’, bend
radius is ‘5 mm’, K-Factor is ‘1’ and rectangular relief ratio is ‘0.5’. After creating the sheet
metal component, flatten it and measure it for the ‘Raw Sheet’. (Expected time: 30 min)

(ii). Create the sheet metal component shown below. (Expected time: 30 min)

(iii). Create the sheet metal component shown below. (Expected time: 30 min)
(iv). Create the sheet metal component shown below. (Expected time: 30 min)

(v). Create the sheet metal component shown below. (Expected time: 30 min)

(vi). Create the sheet metal component shown below. (Expected time: 30 min)


CHAPTER 9
CREATING ASSEMBLIES
9.1. Assembly Modeling
An assembly design consists of two or more components assembled together at their

respective work positions using parametric relations. In SolidWorks, these relations are called mates.
These mates allow you to constrain the degrees of freedom of the components at their respective
work positions.
To start the ‘Assembly’ mode of SolidWorks, invoke the ‘New SolidWorks Document’
dialog box and choose the ‘Assembly’ button, as shown below.
Then, click the ‘OK’ button to create a new assembly document; a new SolidWorks
document will be started in the ‘Assembly’ mode and the ‘Begin Assembly Property Manager’
will be invoked, like below.

9.2. Types of Assembly Design Approaches
In SolidWorks, assemblies are created using two types of design approaches:
(1) Bottom-up assembly design approach and

(2) Top-down assembly design approach.
9.2.1. Bottom-up Assembly Design Approach
The bottom-up assembly design approach is the traditional and the most widely preferred
approach of assembly design. In this assembly design approach, all components are created as
separate part documents, and then they are placed and referenced in the assembly as external
components. In this type of approach;
 The components are created in the ‘Part’ mode and saved as the (.sldprt) documents.
 After creating and saving all components of the assembly, you need to start a new
assembly document (.sldasm) and insert the components in it using the tools provided
in the ‘Assembly’ mode.
 After inserting the components, you can assemble them using the assembly mates.
The main advantage of this assembly design approach is that the view of the part is not
restricted because there is only a single part in the current file. Therefore, this approach allows you to
concentrate on the complex individual features. This approach is preferred while handling large
assemblies or the assemblies with complex parts.
9.2.2. Top-down Assembly Design Approach
In the top-down assembly design approach, the components are created in the same assembly
document, but saved as separate part files. Therefore, the ‘Top-down Assembly Design Approach’
is entirely different from the ‘Bottom-up Assembly Design Approach’. In this approach, you will
start your work in the assembly document and the geometry of one part will help in defining the
geometry of the other.
9.3. Creating Bottom-up Assemblies
As you have experienced the creation of several components with ‘Part’ mode, it is suitable
to use the ‘Bottom-up Assembly Design Approach’. To start an assembly design with this
approach, you first need to insert the components in the assembly.
It is recommended to place the first component at the origin of the assembly document. By
doing this, the default planes of the assembly and the part will coincide and the component will be in
the same orientation as it was in the ‘Part’ mode. When you place the first component in the
assembly, that component will be fixed at its placement position.

9.4. Ways of Placing Components in the ‘Assembly’ Document
In SolidWorks, there are various options to place the components in the assembly. These
options are as follow:
(1) Starting an assembly from the ‘Part’ document

(2) Placing components using the ‘Property Manager’
(3) Placing components using the ‘Opened Document Window’
(4) Placing components by dragging from the ‘Windows Explorer’
(5) Placing additional instances of an ‘Existing Component’ in the assembly
9.5. Assembling Components with various Types of Mate
After placing the components in the assembly document, you need to assemble them. By
assembling the components, you can constrain their degrees of freedom. The components are
assembled using mates. Mates are used to create relationships between components. Faces are the
most commonly used geometry in mates. The type of mate, in combination with the conditions
‘Anti-aligned’ or ‘Aligned’, determines the result.

Fewer options are available with cylindrical faces but they are every bit as important.
There are many types of topology and geometry that can be used in mating. The selections
can create many mates types.

9.6. Creating Components in the Top-down Assembly
Before creating the first component in the top-down assembly, you first need to save the
assembly document. In order to save the parts externally, you will have to select the ‘Save
externally (specify paths)’ radio button and specify a new folder to save the assembly file and the
other referenced file in the same folder.
After selecting one of the default planes to position the new part, click ‘Insert Components
> New Part’ from the ‘Assemble Command Manager’. Then, the ‘Sketch Command Manager’
will be displayed with the ‘Edit Component’ button chosen. Draw the sketch of the feature in the
current sketching environment and create the feature using the ‘Features Command Manager’. The
newly created component will have an ‘Inplace’ mate with the default assembly plane on which it
was placed earlier. Therefore, the newly created component is fixed.
Similarly, create the remaining features in the model. Whenever you create a component in a
top-down assembly, the component will be fixed using the ‘Inplace’ mate. To delete this mate,
expand the ‘Mates’ node in the ‘Feature Manager design tree’ and select the ‘Inplace’ mate.
Then, press the ‘DELETE’ key; the ‘Inplace’ mate will be deleted. Now, this component is floating
and you can move it. You can also assemble this component according to your requirement.
Example 9.1
Create the ‘Socket Assembly’ shown below. The dimensions of the components of this
assembly are shown next. Use the screws from the toolbox. (Expected time: 1 hr 30min)


1. Create each component in the individual ‘Part’ documents except the screw.
2. Then, open a ‘New Assembly Document’ from ‘New SolidWorks Document’ dialog box.
3. Click ‘Browse…’ button from the ‘Begin Assembly Property Manager’.
4. After opening the ‘Socket Base’ part file, place this component at the ‘Origin’.
5. Then, place other components by placing components by dragging from the ‘Windows
Explorer’.

6. After that, make two ‘Copper Clip’ components with the way of placing additional instances
of an ‘Existing Component’ in the assembly. Then, use ‘Rotate Component’ tool to rotate
one of them.
7. For mating, click ‘Mate’ button and then select the two ‘M2 Screw’ holes of the ‘Socket
Base’ and the ‘Copper Clip’. When SolidWorks software assemble them with the suitable
type of mate, click ‘OK’ button.
8. This makes one degree of freedom constrain. So, you need to do other two constraints for
fixing the ‘Copper Clip’ with the ‘Socket Base’.
9. Carry on mating to assemble all for one assembly.

10. After that, you can make the ‘Exploded View’ of this assembly. To do so, click ‘Exploded
View’ button in the ‘Assembly Command Manager’. Select the ‘Flat Head Screw’ and
draw it out along the Z-direction. And then, repeat this again and again until finishing all.
11. If you want to change ‘Exploded View’ to ‘Collapse View’ or vice versa, click
Configuration Manager > Default [Name] > ExplView1(Right-click) and change view.

Exercise (9.1)
Create the following assemblies. The dimensions of the components of this assembly are
followed by the corresponding assembly and the exploded view. Use the screws from the toolbox.
. (Expected time: 1 hr 30min per assembly)
Exercise (i). Bench Vice Assembly

Views and Dimensions of the Base
Views and Dimensions of the Vice Jaw

Views and Dimensions of the Base Plate
Views and Dimensions of various Components of the Bench Vice Assembly
Views and Dimensions of various Components of the Bench Vice Assembly

Exercise (ii). Pipe Vice Assembly
Views and Dimensions of the Base

Views and Dimensions of various Components of the Pipe Vice Assembly
Exercise (iii). Plummer Block Assembly

Views and Dimensions of the Casting
Views and Dimensions of the Cap

Views and Dimensions of various Components of the Plummer Block Assembly
Exercise (iv). Shaper Tool Head Assembly

Views and Dimensions of the Swivel Plate
Views and Dimensions of the Back Plate

Views and Dimensions of the Vertical Slide
Views and Dimensions of the various components of Shaper Tool Head Assembly

Views and Dimensions of the various components of Shaper Tool Head Assembly
Exercise (v). Radial Engine Assembly

Views and Dimensions of the Piston
Views and Dimensions of the Articulated Rod

Views and Dimensions of the Master Rod
Views and Dimensions of various components of the Radial Engine Assembly


CHAPTER 10
MAKING DRAWINGS
10.1. Working with Drawing Views
After creating the solid models of the parts or assemblies, you need to generate the two-
dimensional (2D) drawing view. These views are the lifeline of all the manufacturing systems
because at the shop floor or machine floor, the machinist mostly needs the 2D drawing for
manufacturing. SolidWorks has provides a specialized environment, known as the ‘Drawing’ mode,
that has all the tools required to generate and modify the drawing views and add dimensions and
annotations to them.
There are two types of drafting methods available in SolidWorks:
 Generative drafting and

 Interactive drafting
Generative drafting is a technique of generating the drawing views using a solid model or an
assembly. Interactive drafting is a technique of using the sketching tools to sketch a drawing view in
the ‘Drawing’ mode.
One of the major advantages of working in SolidWorks is that this software is bidirectionally
associative in nature. This property ensures that the modifications made in a model in the ‘Part’
mode are reflected in the ‘Assembly’ mode and the ‘Drawing’ mode, and vice versa.
To generate the ‘Drawing’ view, invoke the ‘New SolidWorks Document’ dialog box and
choose the ‘Drawing’ button, as shown below. Then, click ‘OK’ button.
A new drawing document is started and the ‘Sheet Format/Size’ dialog box is also
displayed. Select the available drawing template file from this dialog box. A new drawing document
will be started.

‘The Model View Property Manager’ is invoked automatically when you start a new
drawing document. Now, you can open a model or an assembly that wants to make the 2D drawing
views.
10.2. Types of Views
You can generate nine types of views in SolidWorks. Generally, you first need to generate a
standard view, such as the top view or the front view and then use it to derive the remaining views
from the standard view. The following are the types of views that you can generate.
Model View - The model view is used to create the base view in the drawing sheet. You
can generate orthogonal views such as the front, top, left and so on as the
model view. You can also generate isometric, trimetric or diametric views
as the model view.

Standard 3 View - You can generate three default orthographic views of the specified part or
assembly using the ‘Standard 3 View’ option. Use the ‘Browse…’ button
to select the part or assembly document. As soon as you select a document,
three standard views are generated based on the default scale of the current
sheet.
Projected View - the projected view is generated by taking an existing view as the parent
view. It is generated by projecting the lines normal from the parent view or
at an angle. The resulting view will be an orthographic view or a 3D view.

Auxiliary View - An auxiliary view is generated by projecting the lines normal to a specified
edge of an existing view.
Section View - A section view is generate by chopping a part of an existing view using a
plane and then viewing the parent view from a direction normal to the
section plane. In SolidWorks, the section plane is defined using one or
more sketched line segments.
Aligned Section View - An aligned section view is used to section the features that are created at a
certain angle to the main section planes. Align sections straighten these
features by revolving them about an axis that is normal to the view plane.
Remember that the axis about which the feature is straightened should lie
on the cutting planes.

Detail View - A detail view is used to display the details of a portion of an existing view.
You can select the portion whose detailing has to be shown in the parent
view. The portion that you have selected will be magnified and placed as a
separate view you can control the magnification of the detail view.
Broken-out Section - A broken-out section view is used to remove a part of the existing view
View and display the area of the model or the assembly that lies behind the
remove portion. This type of view is generated using a closed sketch
associated with the parent view.
Broken View - A broken view is the one in which a portion of the drawing view is remove
from in between keeping the ends of the drawing view intact. This type of
view is used to display the components whose length to width ratio is very
high. This means that either the length is very large as compare to the
width or the width is very large as compared to the length. The broken
view will break the view along the horizontal or vertical direction such that
the drawing view fits the required area.
Crop View - A crop view is used to crop an existing view enclosed in a close sketch
associated to that view. The portion of the view that lies inside the
associated sketch is retained and the remaining portion is removed.

10.3. Adding Reference Dimensions to Drawing Views
After generating the drawing views, you need to generate the dimensions. You can use the
‘Smart Dimension’ tool to add reference dimensions to the drawing views in the ‘Drawing’ mode
of Solidworks. This tool is similar to the ‘Smart Dimension’ tool discussed in the sketching
environment of SolidWorks.
Example 10.1
Create a drawing including the front view, two section views, top view and isometric view of
the part shown below. You need to scale the parent view to the scale factor of ‘3:2’. And then,
generate the reference dimensions for the part.
1. Open a ‘New Drawing Document’ from ‘New SolidWorks Document’ dialog box.
2. When the ‘Sheet Format/Size’ dialog box appears, choose ‘A4 (ANSI) Landscape’ sheet,
uncheck ‘Display sheet format’ button and click ‘OK’ button.

3. Click ‘Browse…’ button from the ‘Model View Property Manager’ when the drawing
sheet appears.
4. After opening the part file, make the preparation from 1 to 4 in the ‘Model View Property
Manager’ and place the front view of the part in the sheet.
5. Then, create the ‘Section View’ from the front view.

6. Next, create another ‘Section View’ and ‘Top Projection View’ from the first section view.
7. Now, place the ‘Isometric View’ with the ‘Shaded with Edges’ display style and the scale
factor of ‘1:1’.

8. Using the ‘Smart Dimension’ tool, add the dimensions shown below.
Exercise (10.1)
(i). Create a drawing including the top view, aligned section view and shaded isometric view with
the scale factor of ‘3:2’ on the standard A4 sheet format. Add dimensions shown below.

(ii). Create the section view from the top view of the ‘Plummer Block Assembly’ on the standard
A4 sheet format. For this section view, use ‘Don’t cut all instances’ option. Generate the
isometric view in the exploded view of the assembly. Add the labels with balloons and make a
table for descriptions. The scale of the view will be ‘1:2’.
You can try all the models and assemblies of the previous exercises for practicing the
‘Drawing’ documents.

FURTHER STUDIES


Rendered Image of the Socket Assembly


Rendered Image of the Bench Vice Assembly


Rendered Image of the Pipe Vice Assembly


Rendered Image of the Plummer Block Assembly


Rendered Image of the Shaper Tool Head Assembly


Rendered Image of the Radial Engine Assembly


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ENGINEERING DESIGN AND GRAPHICS WITH SOLIDWORKS T.R.

1.1. What is SolidWorks?

1.2. What is Feature-based Modeling?

Just as an assembly is made up of a number of individual piece parts, a SolidWorks model is

To illustrate the concept of feature-based modeling,

This part can be visualized as a collection of several

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1.3. What is Parametric Modeling?

 Driving Dimensions: These are the

 Relations: These include such

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1.4. What is Design Intent?

1.5. How Features Affect Design Intent

Design intent is affected by more than just how a

(a). The “Layer Cake” Approach

(b). The Manufacturing (Turning Process) Approach

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(c). The “Potter’s Wheel” Approach

The potter’s wheel approach builds the part as a

1.6. SolidWorks User Interface

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1.6.1. Startiing a Prograam

Youu may start SolidWorkss software by

1. Double-cclick the ‘SoolidWorks 2011’ icon from the Desktop.

2. Right-cliick the ‘SoliidWorks 2011’ icon from

1.6.2. Creatting a New Document

Afteer the ‘SoliddWorks’ proogram had been

Thee ‘New SoliidWorks Document’

Theere are three types of Modes in

Youu can choosse the one you want

Andd then, youu will see thhe ‘SolidW

1.6.3. Exiting the Proggram

To exit the appplication prrogram, clicck ‘File > Exit’

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2.1. Sketching Environment

2.1.1. Terminology for Sketching

Sketching Sketching is the act of creating a ‘2-dimensional profile’ comprised of

Default Planes To create a sketch, you must

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Three of the most common feedback symbols are:

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2.2. Creating Basic Part Modeling

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2.2.1. Terminology for Part Modeling

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2.2.2. Choosing the Best Profile

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BASIC MODELING TOOLS – I (EXTRUSION)

An extrusion will extend a profile along a path normal to the

There are many options for extruding a sketch including the

3.1.1. Extrude Options

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(4) Click ‘File > Save as…’

Now, you can create a sketch for modeling.

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(11) Click Menu Bar > ‘Options’

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(iii). ‘Sketch and Extrude’.

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