8.3. SolidWorks Overview

We have several CAD (computer-aided design) tools available for designing physical structures, namely Rhino and SolidWorks. This overview is intended as a high-level introduction to the essential features of SolidWorks which make it useful for this course. For information on installing SolidWorks, please see SolidWorks Site Licensing at CMU.

SolidWorks is a parametric design tool. In the broadest sense, this makes it closer to visual programming than drawing: parts are defined by geometric sketch primitives constrained by relations and processed into geometric features through operations. So a cylindrical part might be defined by a circle on a plane that is extruded for a given distance or up to a given point.

Unlike Rhino, that tree of elements is what defines the part and is kept through the life of the part. So if that circle is moved, or split or reshaped, or the extrusion distance changed, the geometry of the solid form can be recomputed.

Using parametric design efficiently involves structuring the part model so that it accurately captures design intent. E.g. if two particular holes are mechanically related, their relative position can be defined by dimensions and relations which capture that mechanical relationship. That way, if other features change and the part shape changes, the holes can maintain their relationship and preserve the intent.

SolidWorks is especially suited for designing assemblies of parts. Machines are typically built from individually manufactured parts assembled together. This is captured in the design model by creating assemblies which define the relative position of individual parts via mates which define geometric constraints. For example, a shaft can be mated to a bearing hole by a concentric mate which limits it to axial rotation and translation (2 remaining freedoms), then further limited by a co-planarity mate between a groove face, snap-ring face, and bearing face which then leaves only axial rotation free. If mates correctly correspond to actual physical constraints, the model helps visualize that all parts have the correct freedoms. And the parametric nature of the constraint tree means that many part dimensions can be changed and other part positions can adapt.

A negative side-effect of the parametric feature tree is that if the structure of the the design intent changes, it can be difficult to modify the tree structure to match. This is because all features are defined in relation to existing features, so if a parent feature is removed, the child feature becomes only partly defined. It takes a great deal of practice to learn to structure models well at the beginning to minimize these problems later.

8.3.1. Essential Ideas and Actions

  1. reference features: planes, faces
  2. sketch entities: lines, circles, construction lines
  3. sketch relations: symmetric, equal, collinear, concentric, tangent, dimension
  4. feature operations: extrude, cut, mirror, radial and linear patterns
  5. assembly mates: coincident, concentric, distance, parallel
  6. number entry boxes: numeric input can include units and calculations
  7. hole wizard
  8. configurations
  9. view mates, isolate, suppress

8.3.2. Some Good Heuristics

  1. Always sketch your parts on paper first.
  2. If you think it’s time to start modeling, wait and do another paper sketch first. It is so much faster and generative.
  3. If you need a standard component, check online sources for a free model before drawing it from scratch. Be warned, though, that the exact part models may have much more detail than you need. Modeling geometry is as much a process of knowing what to leave out for a particular problem.
  4. Choose a system of units and stick with it. The reality of working in the USA is that metric and inch exist side by side throughout the catalogs and stock. It can be cheaper to buy inch-sized parts and fasteners, but many imported parts are designed in millimeters.
  5. Before you begin modeling, consider the following: natural symmetries in the part, the core form which is most unlikely to change and thus suitable to be a base feature, whether the part may exist in several variations.
  6. It can be hard to appreciate the scale of a CAD feature as the computer monitor can perfectly magnify or shrink details. I recommend keeping rulers and calipers handy for reference to remind you of exactly how much 0.001 inch or 0.1 mm actually looks in the world.
  7. A solid model defined by mathematical primitives is mathematically exact. Of course, any rendering of it as pixels, cutting line segments, or rendered polygons is an approximation, and the precision is ultimately limited by computer numerical representation. But best results are achieved by taking advantage of mathematical constraints such as relations and mates to maintain that exactitude. So for example, it is possible just to visually position parts very closely in an assembly without defining mates and have it look acceptable for a drawing. But these small errors will tend to cause problems later when dimensions are slightly wrong in cut parts, and it defeats the ability of the tool to help find errors such as overlapping parts.

8.3.3. Examples

See Laser-Cuttable Flat-Pack Mechanical Design Kit for many basic examples. A complex snap-fit plastic robot assembly example is available for reference here: romibo-mechanism. This was largely designed by Garth Zeglin, and demonstrates several ideas for creating 3-D structures from flat parts using interlocking joints.

8.3.4. References

The IDeATe 15-294 Rapid Prototyping Technologies course taught by Dave Touretzky has many links to information and tutorials.

8.3.5. SolidWorks Site Licensing at CMU

Carnegie Mellon has a site license for SolidWorks so it can be run on any Windows machine on the campus network. IDeATe keeps it installed on the Dell PC cluster laptops available from Lending. To install it on your own machine please consult the IDeATe CAD Resources and IDeATe CAD Software pages.

Please consult the README before attempting installation. Typical 3D CAD usage only requires the first of the two large ISO files. The default installation is large but can be reconfigured smaller at the Product Selection stage, e.g. most student users do not need Flow Simulation or the Plastics module. Please note that the installation process sometimes involves downloading a large update.