SOLIDWORKS

SOLIDWORKS Drawings - ANSI

Dassault Systèmes SolidWorks Corporation

175 Wyman Street
Waltham, MA 02451 U.S.A.
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 Contents

Introduction
About This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Training Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Accessing Training Templates in SOLIDWORKS . . . . . . . . . . . . 3
Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Windows OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Use of Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
More SOLIDWORKS Training Resources. . . . . . . . . . . . . . . . . . . . . . 5
Local User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Lesson 1:
Review of the Basics
Review of Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Drawing System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Beginning a New Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
View Palette and Model Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Detailing Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Importing Design Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using Model Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Dimensions in Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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Moving Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

View Alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Moving Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Center Marks & Centerlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Assembly Drawing Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Bill of Materials Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Adding Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Adding Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Standard 3 View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Exercise 1: Simple Part. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Exercise 2: Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Exercise 3: Section Cutting Line Options. . . . . . . . . . . . . . . . . . . . . . 45
Exercise 4: Removed Section Views . . . . . . . . . . . . . . . . . . . . . . . . . 54
Exercise 5: Assembly Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Exercise 6: Adding Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Lesson 2:
Understanding Drawing Templates
Structure of a Drawing Document . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Drawing Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Drawing Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Sheet Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Edit Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Understanding Drawing Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Why are Drawings Structured this Way? . . . . . . . . . . . . . . . . . . . 78
Sheet Format Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Notes Linked to Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Annotation Link Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Drawing Template Design Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Designing a Drawing Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Understanding Document Properties . . . . . . . . . . . . . . . . . . . . . . 87
Display Settings in Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Sheet Properties in Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Custom Properties in Templates . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Save as Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Defining Template Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Model Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Creating a Sample Model and Drawing . . . . . . . . . . . . . . . . . . . . . . . 96
Exercise 7: Defining Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Exercise 8: Designing Model Templates . . . . . . . . . . . . . . . . . . . . . 103
Exercise 9: Designing a Drawing Template . . . . . . . . . . . . . . . . . . . 107

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SOLIDWORKS Contents

Lesson 3:
Customizing the Sheet Format
Customize the Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Completing the Title Block Sketch. . . . . . . . . . . . . . . . . . . . . . . 120
Completing the Title Block Notes . . . . . . . . . . . . . . . . . . . . . . . 121
Tips for Locating Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Adding a Company Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Defining the Border . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Setting Anchors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Exit Edit Sheet Format Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Title Block Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Exercise 10: Customizing a Sheet Format . . . . . . . . . . . . . . . . . . . . 131
Lesson 4:
Saving and Testing the Sheet Format File
Understanding Sheet Format Properties . . . . . . . . . . . . . . . . . . . . . . 144
Understanding Sheet Format Behavior. . . . . . . . . . . . . . . . . . . . . . . 145
Saving the Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Reload Sheet Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Defining Sheet Format Locations . . . . . . . . . . . . . . . . . . . . . . . . 149
Testing the Sheet Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Testing Sheet Format Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Testing Default Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Exercise 11: Saving and Testing a Sheet Format . . . . . . . . . . . . . . . 157
Lesson 5:
Creating Additional Sheet Formats and Templates
Creating Additional Sheet Formats. . . . . . . . . . . . . . . . . . . . . . . . . . 164
Drawing Templates with Sheet Formats . . . . . . . . . . . . . . . . . . . . . . 168
Other Drawing Template Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Property Tab Builder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
The Property Tab Builder UI . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Defining Property Tab Template Locations . . . . . . . . . . . . . . . . 174
Additional Property Tab Options . . . . . . . . . . . . . . . . . . . . . . . . 175
Properties.txt File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Exercise 12: Create a New Sheet Format Size . . . . . . . . . . . . . . . . . 179
Exercise 13: Drawing Templates with Sheet Formats . . . . . . . . . . . 184
Exercise 14: Predefined Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Exercise 15: Property Tab Templates and Properties.txt . . . . . . . . . 192
Lesson 6:
Advanced Options for Drawing Views
Advanced Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Showing Hidden Edges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Drawing View Properties Dialog . . . . . . . . . . . . . . . . . . . . . . . . 202
Broken-out Section View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Editing Broken-out Section Views . . . . . . . . . . . . . . . . . . . . . . . 206
Auxiliary View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Rotating Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

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Crop View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Understanding View Focus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Editing Crop Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Advanced Views for Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Section Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Alternate Position View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Editing Alternate Position Views . . . . . . . . . . . . . . . . . . . . . . . . 216
Using Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Using Display States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Custom View Orientations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
New View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Relative View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
3D Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Exercise 16: View Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Exercise 17: Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Exercise 18: Broken Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Exercise 19: Heater Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Exercise 20: Pivot Conveyor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Exercise 21: Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Lesson 7:
Understanding Annotation Views
Understanding Annotation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Understanding Annotation Behavior . . . . . . . . . . . . . . . . . . . . . 260
What are Annotation Views? . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Annotations Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Default Annotation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Annotations View Visibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Insert Annotation View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Editing Annotation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Annotation Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Exercise 22: Editing Annotation Views . . . . . . . . . . . . . . . . . . . . . . 269
Lesson 8:
Advanced Detailing Tools
Detailing Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Annotation Views vs. Model Items. . . . . . . . . . . . . . . . . . . . . . . . . . 276
Using Annotation Views in Existing Drawing Views . . . . . . . . 278
Combining Annotation Views and Model Items . . . . . . . . . . . . 281
Parametric Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Dimension Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Chamfer Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Ordinate Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Ordinate Dimension Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Baseline Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Chain Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Baseline Dimension Alignment . . . . . . . . . . . . . . . . . . . . . . . . . 293
Autodimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

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SOLIDWORKS Contents

Arranging Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Using Dimension Handles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Aligning Linear Diameter Dimensions. . . . . . . . . . . . . . . . . . . . 297
Location Labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Exercise 23: Detailing Practice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Exercise 24: Dimension Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Exercise 25: Chain Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Exercise 26: Arranging Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . 316
Lesson 9:
Using Layers, Styles and the Design Library
Using Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Layer Properties Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Automating Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Dimension Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Styles in the PropertyManager . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Styles in the Dimension Palette . . . . . . . . . . . . . . . . . . . . . . . . . 329
Annotations in the Design Library . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Design Library Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Adding Notes to the Design Library. . . . . . . . . . . . . . . . . . . . . . 334
Building a Custom Note Block. . . . . . . . . . . . . . . . . . . . . . . . . . 335
Flag Note Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Exercise 27: Using Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Exercise 28: Dimension Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Exercise 29: Annotations and the Design Library . . . . . . . . . . . . . . 348
Lesson 10:
Advanced Options for BOM Tables
Tables in SOLIDWORKS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Bill of Materials Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Displaying the BOM Assembly Structure . . . . . . . . . . . . . . . . . . . . 361
Modifying a Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Saving a Table Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
Properties in BOM Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
BOM Quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
BOM Part Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Child Component Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
BOM Component Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Balloon Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Exercise 30: Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Exercise 31: Magnetic Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Lesson 11:
Additional SOLIDWORKS Tables
Additional SOLIDWORKS Tables. . . . . . . . . . . . . . . . . . . . . . . . . . 398
Inserting a Hole Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Adjusting Hole Table Settings . . . . . . . . . . . . . . . . . . . . . . . . . . 400

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Contents SOLIDWORKS

Splitting a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Using a Revision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Adding a Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Leader Annotation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Design Tables in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Exercise 32: Hole Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Exercise 33: Revision and Design Tables. . . . . . . . . . . . . . . . . . . . . 415
Lesson 12:
Additional Drawing Tools
Reusing Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Replace Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Another Technique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Open with a New Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Save As with References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432
Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
DrawCompare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
DrawCompare Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
SOLIDWORKS Design Checker . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
SOLIDWORKS Task Scheduler. . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Updating Custom Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Exercise 34: Open with New Reference . . . . . . . . . . . . . . . . . . . . . . 441
Exercise 35: Save As with References . . . . . . . . . . . . . . . . . . . . . . . 446
Exercise 36: Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
Exercise 37: SOLIDWORKS Task Scheduler . . . . . . . . . . . . . . . . . 455
Exercise 38: SOLIDWORKS Design Checker. . . . . . . . . . . . . . . . . 457
Lesson 13:
Managing Performance
Managing Performance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Performance Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Open Progress Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Detailing Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471
System Options & Document Properties . . . . . . . . . . . . . . . . . . . . . 474
Open Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Open Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Selecting Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Detached Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
Detached Drawings vs. Detailing Mode . . . . . . . . . . . . . . . . . . . 481
Loading the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Hardware and Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Additional Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Quick Reference Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Exercise 39: Detached Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487

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