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Objectives
After completing this lesson, you will be able to:
• Use the Solid Edge interface.
Insight Connect
Insight Connect brings together Solid Edge Revision Manager, Solid Edge View and
Markup, and built-in document management functionality that allows you to easily
manage your documents. Insight Connect works in conjunction with Microsoft
SharePoint Server software, but adds the capability to manage the document links
that are common between Solid Edge documents.
PathFinder
The PathFinder tab displays the make-up of a solid part in an outline format. You
can use PathFinder to select part geometry for editing, to hide or display geometry,
and so forth.
Command bar
The flow of each feature command is controlled by the command bar—a user
interface element that guides you through each step of creating a feature. Command
bar also allows you to return to a step you have already taken. For example, after
creating a rib, you can quickly modify its profile or change its thickness.
Intelligent Sketching
IntelliSketch helps you draw precision 2D sketches for use in feature construction.
As you draw, IntelliSketch gives you instant feedback about relationships between
the elements you are drawing and other sketch elements or part edges. You can use
IntelliSketch to make elements horizontal or vertical, to make an element parallel or
perpendicular to another element, or to connect a profile element to a part edge.
QuickPick
If you have used a CAD system in the past, then you are probably familiar with the
tedious process of trying to locate a particular element among a crowd of others—you
usually have to reject many choices as the software tries to find the element you
want. QuickPick puts you in control and lets you pick the element you want.
2D assembly layouts
The 2D assembly sketching capability in the Solid Edge Assembly environment
supports assembly-focused design. This capability allows you to sketch 2D elements
in the assembly document. You can include assembly sketch geometry to construct
or edit 3D parts.
Assembly relationships
The Assembly environment allows you to create assembly relationships between
parts. These relationships are automatically maintained throughout the
development of the design to preserve your design intent. For example, when you
mate two part faces, they remain mated when either part is modified. Solid Edge
automatically maintains these relationships throughout the development of the
design.
PathFinder
The Pathfinder tab makes working in an assembly view easy. PathFinder is a tool
that helps you navigate assembly models. PathFinder contains text and symbolic
representations of the components of an assembly, and the relationships between
components, in an outline format. You can use PathFinder to find and activate the
parts and relationships that make up the assembly, and to control their display.
PathFinder gives designers and engineers an uncluttered view of assemblies and
provides tools for working with assemblies more efficiently. It is also useful for
project managers whose primary involvement with assemblies is administrative.
QuickPick
QuickPick is a unique selection tool that makes it easy to locate parts and
subassemblies within complex assemblies. When you move the cursor over an area
dense with parts, the cursor displays a prompt (A) to let you know that QuickPick is
available.
By clicking the mouse button indicated on the QuickPick prompt, you can display a
dynamic list with an entry for each part in the vicinity of the cursor. Passing the
cursor over the entries highlights each related part—even parts that are not visible
in the view. Clicking an entry selects the related part.
Interference analysis
Solid Edge provides interference analysis to verify whether space is occupied by more
than one solid. If interference is detected, you can use one of several methods to
analyze the results, such as creating an ASCII report file, displaying the interfering
volumes, and highlighting parts that interfere with each other.
Document management
Solid Edge offers a robust set of functions for managing documents throughout a
project life cycle. Document properties provide for easy tracking and maintenance.
You can save documents in alternate formats and import documents from other
systems. You can easily create parts lists, exploded bills of materials, and other
types of reports. Document routing and status settings allow for revision control
throughout the review and approval cycle.
Exploded views
Solid Edge enables you to create exploded views while maintaining your assembly
structure and part-to-part relationships. You can have the system automatically
explode an assembly in a defined direction and then manually move and position
parts as needed.
Interface basics
The Solid Edge start-up screen includes a link to Solid Edge support. You can click
Add or Remove Links to edit the Links list.
• The Solid Edge Application menu contains commands for opening, saving,
printing, and managing documents.
To learn where the user interface elements are located and what they are used for,
see Tour the Solid Edge user interface.
To learn more about command tips, Command Finder, and other user assistance,
see these Help topics:
• Finding commands in Solid Edge
• User assistance
A: Application button
Displays the Application menu, which provides access to all document level
functions, such as creating, opening, saving, and managing documents.
B: Quick Access toolbar
Displays frequently used commands. Use the Customize Quick Access Toolbar
arrow at right to display additional resources:
• Fully customize the Quick Access toolbar using the Customize dialog box.
Some command buttons contain split buttons, corner buttons, check boxes, and
other controls that display submenus and palettes.
E: command bar
A docking window that displays command options and data entry fields for the
Select Tool or any command in progress.
F: docking window with tab sets
This docking window contains tab sets that group functionality according to the
type of document you are working in. It also lists the contents of the active
document, sorts them by name or type, and controls their visibility.
Example
• In a part document, the default docking window displayed here is
PathFinder, and its tab sets include the Feature Library, Layers,
and Sensors. The contents of a part document may include sketches,
reference planes, PMI, features, and user-defined face sets.
G: graphics window
Displays the graphics associated with the 3D model document or a 2D drawing.
H: PromptBar
A scroll-able, movable docking window that displays prompts and messages
related to a command that you have selected.
I: status bar
Displays messages related to the application itself.
Provides fast access to view-control commands—zoom, fit, pan, rotate, view
styles, and saved views.
Houses Command Finder, a valuable tool you can use to locate a command in
the user interface.
• Adjust text size and text display area for prompts displayed in PromptBar.
• Set viewing options for the active window using the Options dialog box.
• Right-click a command group on the ribbon. Use this method when you want to
add all the commands in the group to the Quick Access toolbar.
• Use the Customize dialog box. Use this method when you want to add multiple
commands, reorder command, or when you also want to add or change a
keyboard shortcut for a command.
Use the Customize Quick Access Toolbar arrow to display additional resources for
customizing the user interface.
Note
The changes you make are set per environment, so you can use different
settings in different environments. This also means that when you change
documents between Draft and Part, for example, you need to customize your
settings in both places to keep the same options available.
To hide or show the options available for a group, such as the Format group or the
Properties group, click this icon , which is located on the group button. The
direction that the icon points indicates whether the options will be rolled up and
hidden under the group button, or rolled down and made visible.
• If the group button is yellow, then it is the active step. You must select an option
under the button to provide input to the process.
• If the group button is blue, it is a completed step. However, you can click the
group button to activate the step and change your input.
Example
This is how the command options are grouped under group buttons in
command bar when you are extruding a face. The Extent Step is the active
step.
PromptBar
PromptBar is a prompt and message area capable of showing multi-line text,
illustrations, images, and links that access additional information. Its default
location is directly below the graphics window, but you can move it and then re-size
it to suit your needs. You can also turn it off.
At the right side of the PromptBar window are controls for text display.
• You can change the prompt font size by clicking the Grow Font and Shrink Font
buttons.
• You can expand and collapse the number of lines available to display information
by clicking the Multi-line arrow.
• You can use the Auto Hide feature to gain more graphics window working area,
yet still benefit from prompting. Auto Hide collapses the window to a tab state
until you move your cursor over it.
PromptBar is a docking window, and can be managed like other docking windows.
– Click the slider line once to zoom in or out, depending upon whether you click
on the plus side or the minus side.
You can remove the Zoom slider from the status bar using the Customize Status Bar
command on the status bar shortcut menu.
User assistance
Solid Edge user assistance makes command information available as you perform
tasks. You can access command, conceptual, reference, and instructional information
any time during a design session.
• Tooltips help you identify a user interface element, including command icons,
option buttons, and other gadgets. When you point the cursor at a user interface
element, a label displays the name of the command and a brief description of
what it is. Where appropriate, the accelerator key combination that you can use
to invoke the command is displayed. There may also be an informational graphic
as well as a pointer to additional online Help. You can turn tooltips off and on
using the Show Tool Tips option on the Helpers page of the Options dialog box.
• The command tips provide contextual assistance as you work with Solid Edge.
You can enable them on the Helpers page of the Options dialog box.
Learning tools
• A comprehensive library of tutorials is available in every Solid Edge release.
You can find them on the startup screen, as well as by clicking the Solid Edge
Tutorials link in the Help window.
• Self-paced training courses and instructor-led training are available for Solid
Edge. You can find them when you click the Solid Edge On The Web link in
the Help window.
• You can use the About Solid Edge link on the Help window to see the software
version and license information.
Online Help
Solid Edge provides links to online Help, tutorials, and online training from the Help
window displayed when you click the Help Index icon . The Help Index button is
located at top-right on the command ribbon.
You also can press F1 whenever you need online Help during a design session. When
a command is active or if you have selected something in the graphic window, the
Help topic for that command appears. If no command is active, then the table of
contents for the Help topics appears.
There are different books of online Help available.
• Explore the What’s New information available in online Help. This also contains
links to Try It! exercises that you can use to quickly become familiar with the
most important new features in Solid Edge.
• If you are used to working with AutoCAD, you can benefit from the special Help
topics for AutoCAD users.
• For topics on customizing Solid Edge, use the Programming with Solid Edge
command on the Help window.
• Each Help book provides a structured table of contents, an index, and full-text
search capabilities provide easy access to Help topics.
• If you open Help by pressing F1, the appropriate Help book is opened
automatically.
• To widen your search results or when you are not sure what something is
called—Use wildcard expressions to search for words or phrases. Wildcard
expressions allow you to search for one or more characters using a question
mark or asterisk.
Example
The search string dimension* displays topics that contain the term
"dimension," "dimensional," and so on.
• Further specify your search criteria—There are several things you can do to
tailor the search to get more specific results.
– Narrow your previous results by searching within the subset of topics using
the Search Previous Results option.
– To search for topics that include all forms of a word, use the Match Similar
Words option.
Example
For example, a search on the word "add" will find "add," "adds," and
"added".
– To find topics where the keyword is of primary focus, set the Search Titles
Only option before you search.
• Sort results alphabetically—After you have searched, click the Title column
header to sort the generated topic list alphabetically.
• Punctuation marks such as the period, colon, semicolon, comma, and hyphen
are ignored during a search.
This tooltip for a command on the Quick Access toolbar indicates an alternative
shortcut key sequence is available.
When you pause your tooltip over a design aid, the tooltip identifies it. This tooltip
for QuickPick shows you what it looks like and explains how to use it.
You can turn tooltips off using the Show Tooltips option on the Helpers tab of the
Options dialog box.
Command Finder also aids more experienced users migrating to Solid Edge from
other products. Typing a search term or keyword from a competing product will find
the matching command in Solid Edge.
When you type a term and click Go , the Command Finder dialog box displays
results that contain your search term.
For available commands, you can use the results shown in the Command Finder
dialog box to:
• Locate the command in the user interface.
To see results in other environments, you can use the Show Matches Outside
Environment option on the dialog box.
You can click the Help button in the Command Finder dialog box to read the
associated Help topic. Help works even for commands not available within the
current environment.
You can turn Command Finder on and off using the Command Finder option on the
Customize Status Bar shortcut menu.
To learn more, see the Help topic, Find a command with Command Finder.
• An overview topic that explains how the command fits into a workflow.
• The dialog box or command bar topic that contains command options.
Note
You can also get Help on a Solid Edge command, by pressing F1.
• Select a command.
In most cases, if an object is locatable and selectable, you can position the cursor
over the object and click the right mouse button (right-click) to do the following:
• Display a shortcut menu. Shortcut menus are context-sensitive. The commands
on the menu depend upon your cursor location and which elements, if any, are
selected.
• Restart a command.
• Pan the view. Press the SHIFT key while you drag the middle mouse button
to pan the view.
• Zoom. Scroll the mouse wheel to zoom in and out. Press the CTRL key while
scrolling to reverse the zoom direction.
You can also use the cursor to locate objects. As you move the cursor around on the
drawing sheet, objects under the cursor change to a highlight color to indicate that
they have been located. When you move the cursor away from a highlighted object,
the object returns to its original color.
In the Assembly, Part, and Sheet Metal environments, you can use the Microsoft
IntelliMouse to zoom in and out with the Zoom command.
When you do this: The drawing view does this:
Roll the mouse wheel Zooms in at the current cursor location
forward
Roll the mouse wheel Zooms out at the current cursor location
backward
Note
There is no action in Solid Edge when you click the wheel just one time.
• Use the New command on the Application menu and then select the
environment-specific template you want from the New dialog box.
Both English and metric templates are delivered with Solid Edge for each
environment:
• Assembly
• Draft
• Part
• Sheet Metal
• Weldment
Template Folders
When you create custom templates for your company, you can put them in the
Solid Edge version#\Template folder or you can create your own company-specific
template folder. If you create a company-specific template folder, the folder should
be a subfolder in the Solid Edge version#\Template folder. For example, if your
company’s template folder is named Custom Templates, the path to the folder would
be Solid Edge version#\Template\Custom Templates. When you create a subfolder
within the Solid Edge version#\Template folder, a tab is added to the New dialog
box with the same name as the subfolder. This makes it easier for your company to
access your custom templates.
Note
Important—Before you use the AutoCAD Translation Wizard, be sure you
have selected the AutoCAD Model color scheme! Graphics color assignment
during translation is based on the current background color setting of the
window.
Quicksheet Templates
For 3D models, the Quicksheet template is a special kind of template that you can
use to quickly generate 3D views once you have configured drawing views in Solid
Edge. The Quicksheet template is a drawing template that contains drawing views
that are not linked to a model.
You can drag a model from the Library docking window or from Windows Explorer
onto the template, and the views populate with the model.
To create a Quicksheet template, configure drawing views of the type and with the
properties you want, then select the File®Create Quicksheet Template command. A
message box is displayed advising you to save your current work before the drawing
views are emptied. When you click Yes, you can save the file with the name and
location you want, and the Quicksheet template is ready for use. When you create
a Quicksheet template, all drawing views on all sheets are emptied, including
parts lists. Almost all view properties, including general properties, text and color
properties, and annotation properties, are maintained.
To learn more about creating drawing views, see the Help topic, Drawing View
Creation.
Opening documents
The Open command opens existing documents. Solid Edge keeps track of the
documents you worked on last, so you can open them quickly. These documents are
listed at the top-right of the Application menu; just click the name of a document on
the list to open it. You set the number of documents displayed in the list with the
Solid Edge Options command on the Application menu.
You can also open a document by double clicking the document name within
Windows Explorer.
When opening draft documents, for example, you can specify that the file opens in
inactive mode for viewing and printing. To learn more, see Opening and saving
draft documents.
You can use the options on the Open File dialog box to improve performance
when opening a large assembly document. For example, you can choose to hide or
inactivate components or to open simplified representations of assembly parts. To
learn more, see Working with large assemblies efficiently.
When you use the Open command to open a document in a managed library, the
document is checked out and copied to the local cache. Options on the Open File
dialog box let you specify which revision of the document you want to open. To learn
more, see Opening and saving managed documents.
Document availability
In Solid Edge, the availability of a document is displayed in the Status bar of the
Open File dialog box. The availability is read-write or read-only. You can choose to
open a document as read-only by setting the Read-Only box on the Open File dialog
box.
You can also use the operating system to set a document to read-only. For example,
using Windows Explorer, you can set a document’s properties to read-only. This
setting overrides the available status assigned in Solid Edge. If a document has an
available status, but has been set to read-only in the operating system, then you will
not be able to get write access to the document.
Saving documents
When you first save a new document, Solid Edge provides a default name and folder
location. You can give the document a meaningful name and specify where you
want to store the document on the disk. You can quickly save changes to an open
document by clicking Save on the Application menu.
Note
If you use the Save As command to save parts that are linked to an assembly,
the saved-as copy of the part is not linked to the assembly.
Printing documents
As you work on a document you may need to send a copy of it to a specified printer,
plotter, or file. With the Print command, you can:
• Print an entire document or specific sheets from a document
• Set printing options, such as the range of sheets or number of copies to print
Accesses general information about the current document. You can review and edit
the following document information: the document summary, statistics, associated
project, status, units, and symbol properties. You can also preview the document’s
contents.
The information you add to the tabs on the File Properties dialog box can also be
used to populate a parts list or a bill of materials.
Opens one of the documents that you worked on most recently. The file names are
listed at the top-right of the Application menu. You can change the number of files
listed on the Application menu on the General tab on the Solid Edge Options dialog
box.
Material Table
The Material Table, available for Part and Sheet Metal documents on the Application
menu when you point to Properties, defines the material and mechanical properties
for a part.
The material and mechanical properties are used when you calculate the physical
properties for a part or assembly, place the part in an assembly, render the assembly
with Advanced Rendering, create a parts list on a drawing, define a bill of materials,
and so forth.
When working with a sheet metal part, you also use the material table to define
the properties for the sheet metal stock you are using, such as material thickness,
bend radius, and so forth.
Some commands are always available no matter which environment you are working
in. These commands help you adjust which parts of your model you see in the
window.
• Zoom Area
• Fit
• Pan
Additional view manipulation tools are available as you design or modify your 3D
model in the Part, Sheet Metal, and Assembly environments. There are also 3D
viewing operations that let you reorient the view of your model. These include:
• Rotate a 3D model
• Control the depth of the model displayed in a 3D window with a clipping plane
In the Draft environment, there are similar tools that let you manipulate the 2D
drawing views of the model. These include:
• Use the Zoom Tool command to zoom, pan, and fit 2D views on the drawing sheet
• Change the view alignment so that you can reposition drawing views on the
drawing sheet
• Remove geometry from the drawing view by setting a display depth for a back
clipping plane
Document windows
Commands on the View tab®Window group create and arrange new document
windows, enabling you to see more than one section of a document or more than
one document. You can minimize open windows and display them as icons in the
application work space.
Docking windows
Docking windows can be added to or grouped with other windows, or they can be
moved so that they float alone. When a docking window is dropped into a suitable
container window, the tools of the dropped window are added to the container
window, and the icon representing the newly dropped window is displayed in the
tab set.
Examples of docking windows include PromptBar, command bar, and PathFinder, as
well as each tabbed page within the PathFinder container window.
Each docking window has its own set of on-demand controls, which you can use to
auto-hide, resize, collapse vertically or horizontally, and close the window. There
is also a set of globally available docking stickers, which you can use to precisely
reposition docking windows. These are displayed only when you are moving a
docking window.
Arrange command
Displays all open documents in windows that do not overlap on the screen. It is
easier to move windows if you first arrange them.
2. You can search for any combination of letters (a-z) and numbers (0-9).
3. Punctuation marks such as the period, colon, semicolon, comma, and hyphen
are ignored during a search.
4. Group the elements of your search using double quotes or parentheses to set
apart each element. You cannot search for quotation marks.
Contacting Support
In the USA and Canada, call 1-800-955-0000 or 1-714-952-5444. Outside North
America, please contact your local Siemens PLM Software office. For more
information or the telephone number of an office near you, call 800-807-2200.
You can also access GTAC on the Web:
http://support.ugs.com/
For problems relating to Microsoft SharePoint, you should contact Microsoft support
on the Web:
http://support.microsoft.com/directory
Premium Service
The Premium Service plan is the best value for software maintenance.
SEEC diagnostics
Solid Edge Embedded Client diagnostics enables you to easily create a collection
of information regarding your Solid Edge Embedded Client configuration. The
application is delivered with Solid Edge Embedded Client and collects client
3. Define the diagnostic package folder location that will hold the files created
by the scan.
• Teamcenter preferences
• Template filenames
• Environment variables
The SEECDiagnostic log file and other output generated by the scan is stored in a
folder in the diagnostic package location you define. The data in the diagnostic
package folder should be zipped along with an export of your Teamcenter attribute
mapping and sent to product support for analysis in the event assistance is needed.
Lesson review
1. What is the function and location of the menus, main toolbar, ribbon bar, and the
environment-specific toolbar?
4. List three ways to open a document. List three ways to save a document.
7. What must be drawn before the software can derive the base feature of a solid
model?
Demo
Step 1: On the Start menu, choose Programs®Solid Edge ST®Solid Edge.
Step 2: A new file can be created from the Application button or with the Create
options on the start up screen.
Use the start up screen to create a new Traditional Part file. Click
Solid Part under the Create options.
Step 3: A blank part file is open with Metric units loaded, but the file has not
been saved or named. Save the file and define part properties.
Click the Save button.
Click OK.
On the Save As dialog box, set the Save in: field to the class folder
location. In the File name: field, type newdoc. Notice that a file
extension is put on the end of the file name by default when you
save the file, but it is not necessary to do so manually. Solid Edge
automatically adds a file extension based on the type of file you are
saving. Click Save.
Click the drop-down list and select Aluminum, 2024–T4 and then
click Apply to Model.
Step 5: Close the file. On the application menu, click Close and then click Yes
to save the changes.
On the Open File dialog box, set the Look in box to the class folder
where the file was saved.
On the Preview pane of the Open File dialog box, set the Properties
option. Notice the information we entered in the Part Properties
dialog box when we saved the file is now displayed. This aids in
selecting and opening the appropriate files.
Step 8: Create a new document using a different template. The default template
is Metric. Create a document using an English template.
On the application menu, click New.
The New dialog box displays. Click the General tab and notice that
there are iso XXX templates available for each Solid Edge document
type. ISO standard was selected as the default during Solid Edge
installation. These template files define measurements in Metric
units. Solid Edge provides other standards templates for all of its
document types.
Click the More tab of the New dialog box. Notice the other available
standards templates.
Step 9: Look at the control settings for user assistance as you use Solid Edge.
On the application menu, click Solid Edge Options.
These settings on the Helpers page control how Solid Edge starts up,
toolbar options and status bar location.
Step 10: Click OK on the Helpers page. Save and close the file. This completes
the demo.
Demo summary
In this demo, you learned how to start Solid Edge and how to manage files. You
learned how to create, save, and close files, how to apply part property information
that makes files easier to manage, and how to open existing files. You also learned
how to apply material properties to a part and how to set the user assistant controls
for Solid Edge.
Now you will be able to:
• Open any of the Solid Edge environments.
Demo
Step 1: On the Start menu, choose Programs®Solid Edge ST®Solid Edge. Solid
Edge displays the start up screen.
The Open File dialog box displays. A file location (Look in:) and
file name (File name:) are required. In this demonstration, the
location of the file wanted is not known. Search to determine the
file’s location. On the Open File dialog box, click Search.
Click the Browse button to the right side of the Look in folder: field.
In the Browse dialog box, specify the Program Files folder on the
C: drive and click Add to move that folder to the Available folders
column.
Click OK to dismiss the Browse dialog box and accept the search
location.
In the Property field, click Filename from the drop down list.
In the Criteria field, type = heatsink* and then press the <Enter>
key.
Click Search.
Note
On the Search dialog box, notice that you can search for
property conditions. For example, if you want to open a
bolt made of steel rather than one made of copper, set the
Material property to steel. These properties are defined as
Part Properties. Therefore, you can see how important it is to
define properties when you save a file.
In the search results list on the bottom of the Search dialog box,
single click the document name shown heatsink.par. A preview box
of the file is displayed.
Demo summary
In this demo, you learned how to open a Solid Edge file and then use the Search
command to find a particular file based on a set of search criterion that you defined.
Now you will be able to:
• Open any of the Solid Edge environments.
Lesson summary
The best way to learn Solid Edge is to spend time using it. Experience with Windows
products adds familiarity to many of the commands in Solid Edge. Tools such as
Apprentice Mode (on the start up screen), IntelliSketch, QuickPick, and SmartStep
ribbon bars also make it easy to learn and use Solid Edge.
Things to remember:
• Templates are available with measurements defined in both Metric and English
units for each of the Solid Edge environments.
• Use the right mouse button to access shortcut menus and to restart commands.
• The status bar guides you through a command sequence. It is located in the
upper left corner of the Solid Edge window.
• Arrows on pull down menus indicate a fly-out for that menu with more options.
Objectives
In this lesson, you will:
• be introduced to the creation and use of a reference plane.
You should consider the following questions when starting a new model:
• What is the best profile for the first feature on the part?
Reference planes
A reference plane is a flat surface that is typically used for drawing 2D profiles in 3D
space. Although the size of a reference plane is theoretically infinite, it is displayed
at a fixed size to make it easier to select and visualize.
Three default, or base reference planes, are available in Solid Edge part and sheet
metal documents for defining the base feature.
Profile A:
The L-shaped profile of the model is a good choice, but would require extra features
to finish defining the tapered end of the model. In many cases this could be the best
choice, especially when working with standard shapes and extrusions.
Profile B:
The rectangular profile would require many extra features to remove the material
around the stiffening rib and tapered end of the model. This would be a poor choice
for this model.
Profile C:
For this model, this would be the best choice. It defines the basic length and width
of the model and includes the tapered end. Two additional protrusion features
complete the basic shape of the part. A hole feature, a cutout feature, and a round
feature complete the part.
As your modeling skills increase, and when modeling parts in the context of the
assembly, choosing the best reference plane becomes less of a concern. You can use
the Rotate command to rotate the graphic window to an easy to visualize orientation.
Orienting the profile for the base feature symmetrically with respect to the base
reference planes makes it easier to construct the rest of the model because you can
also use the base reference planes to symmetrically orient the subsequent features.
Lesson review
1. In Solid Edge, what is the name of the first feature created in a new part file?
2. What is the purpose of SmartStep and how does it assist you in creating a
feature?
Activity
Step 1: On the Start menu, choose Programs®Solid Edge ST®Solid Edge. Solid
Edge displays the start up screen.
Step 2: On the start up screen, click Traditional ISO Part from the Create
options.
Step 3: A blank part file is open with Metric units loaded, but the file has not
been saved or named. Save the file and define properties for that file.
Determine if Metric or English units are being used. On the
application menu click Properties ® File Properties.
If the Units page shows metric units, click OK. If the Units tab shows
English units, follow the steps covered in the “Getting Started”
Lesson which explained how to create a file with units that differ
from the default. Use metric units in this activity.
Step 4: Use the on-line Help information available with Solid Edge to find
information on particular topics.
Note
Display and read Help topics for commands as needed during
activities.
From the Topics Found dialog box, select the topic, Construct a
Protrusion or Cutout, and click Display.
Note
While in the Extrude command, the Command bar, as
shown in the following illustration, changes to display the
Extrude command steps. Command bar is a convenience that
Solid Edge feature commands provide. Also notice that on
Command bar, the Plane or Sketch Step is active. This is the
default mode.
In the upper left corner of the Solid Edge window, the PromptBar
prompts to select a plane to draw the 2D profile on.
Using the default plane option of Coincident Plane, notice that the
default reference planes highlight as the cursor moves over them.
Move the cursor over the Front (zx) reference plane shown, and when
it highlights, click to select it.
Note
The system displays a profile window with the selected
reference plane parallel to that window. The other two
reference planes display as single lines that form a plus sign.
Position the cursor in the bottom left corner of the profile window, as
shown, and click to place the first point of the rectangle.
The PromptBar prompts for the second point of the rectangle. Move
the cursor to the right, as shown, and click. The exact location is not
important, but position the dotted line close to horizontal.
The PromptBar prompts for the third and last point of the rectangle.
Move the cursor up and notice that a dynamic version of the rectangle
is attached to the cursor. Move the cursor to the approximate location
shown, and click to create the rectangle.
The third and final step (Extent Step) for creating an extrusion is
active.
Notice that the solid is now attached to the cursor, and dynamically
changes as the cursor moves to either side of the profile. Move the
cursor to the side of the profile as shown, and click. The distance is
not important.
Step 7: Choose the Fit command to resize the view and display the entire part.
On the Part Properties dialog box, click the Summary tab. Type
Primitive Block in the Title box and then type your name in the
Author field.
Activity summary
In this activity you learned how to create a new part and place the base feature as an
extrusion. To create the extrusion, you selected a reference plane, then drew a profile
containing 2D geometry, and then extended the profile to form a solid extrusion. You
also practiced writing information in the file properties that can be used later to
search for unique part characteristics.
Lesson summary
Solid Edge provides the tools that make creating 3-D models extremely easy and
efficient. Solid Edge provides several different features for creating solids. These
include features like:
• Protrusion
• Revolved Protrusion
• Swept Protrusion
• Lofted Protrusion
One of the most helpful tools in Solid Edge is SmartStep. The SmartStep ribbon
bar tracks your progress through the feature creation workflow. SmartStep
automatically moves forward as you complete each required step. You can also use
SmartStep to go back to a previous step, or to go to an optional step. Although
feature construction is a sequential process, you do not have to start over if you want
to change something you did in an earlier step.
Solid Edge also provides several ways of creating reference planes so that proper
placement and orientation of features is easier. The three types of reference planes
in Solid Edge are:
• Base
• Global
• Local
3 Reference planes
Objectives
After completing this lesson, you will be able to understand the creation and use of
reference planes.
Reference planes
A reference plane is a flat surface that is typically used for drawing 2D profiles
in 3D space.
When you create local and global reference planes, you specify the orientation and
position of the new reference plane relative to an existing reference plane or a
planar face on a part. For example, you can specify that the new reference plane is
coincident to (A) or parallel to (B) a part face.
You can use the base reference planes to construct profile-based features. You can
also use them to position a part in an assembly or to define the x-axis for a new
reference plane you define using a part face. You can display and hide the base
reference planes individually or as a group.
Local reference planes are used only for the feature being constructed. The display
of local reference planes is managed automatically. When you finish constructing a
feature, they are hidden, and when you edit a feature they are displayed.
You can also use global reference planes to construct a complex feature that requires
several sketches or profiles, such as a lofted feature, or to position a part in an
assembly. You can display and hide global reference planes individually.
When you create a new reference plane based on a part face (A), the x-axis
orientation (B) of the new reference plane is automatically defined using a linear
edge (C) on the part face.
If the face you select does not have any linear edges, the x-axis orientation of the
new reference plane is defined using one of the default reference planes (A).
When you create a new reference plane using a part face, you can define a different
x-axis orientation using the following hot keys:
• An upper or lower case B to go back to the previous linear edge (A), (B):
• An upper or lower case T to toggle the x-axis orientation (A), (B) to the opposite
end of the current linear edge (C):
• An upper or lower case P to use a base reference plane that intersects with
the reference plane you are defining. When you press the P key, the software
automatically selects one of the intersecting base reference planes (A). If you
want to use a different base reference plane, press the P key again (B). An
advantage to this approach is that the x-axis orientation remains constant. (The
P option is not available in the assembly environment.)
• An upper or lower case F to flip the normal direction of the reference plane,
which changes the x-axis orientation.
When you need more control over the x-axis orientation for a reference plane, you can
use the Coincident Plane By Axis option. With this option, you define the orientation
of the reference plane by selecting a face (A), an edge (B), and then an endpoint (C)
on the edge to define the start point and origin of the reference plane x-axis.
Although there are many different options and shortcut keys for defining the x-axis
of a reference plane, fundamentally there are two basic choices: using an existing
model edge or an existing reference plane. Both options work well for most models,
but at times one method may be more suitable than the other.
A feature constructed using a reference plane whose x-axis was defined using a base
reference plane (A) will not shift or change shape if edges on the part face used to
define the reference plane change orientation.
The cursor display indicates whether you can resize the reference plane
symmetrically (A) or asymmetrically (B).
Some reference planes can only be resized symmetrically. You can only resize a base
reference plane symmetrically. Other reference planes can be resized symmetrically
or asymmetrically depending on whether certain types of relationships have been
applied to the reference plane.
For example, you can only resize a global reference plane asymmetrically until you
apply an endpoint connect relationship between a profile element and the reference
plane. Then you can only resize the reference plane symmetrically. Other types of
relationships or dimensions can also affect how you can resize a reference plane.
Note
When you apply dimensions or relationships to a reference plane, then resize
the reference plane, the model geometry can sometimes change.
You can also use the Auto-Resize button on the Command bar to resize a reference
plane. How the reference plane is resized depends on the reference plane type:
• Base reference plane—Resizes the reference plane to match the current setting
for Reference Plane Size on the General tab of the Options dialog box.
• Global reference plane—Resizes the reference plane with respect to its parent
reference plane or face.
• Local reference plane—Resizes the reference plane with respect to the profile
geometry.
While you are creating a new reference plane based on a part face (A), the x-axis
orientation (B) of the new reference plane is automatically defined using a linear
edge (C) on the part face.
If the face you select does not have any linear edges, the x-axis orientation of the
new reference plane is defined using one of the default reference planes (A).
When you create a new reference plane using a part face, you can define a different
x-axis orientation using the following hot keys:
• An upper or lower case B to go back to the previous linear edge (A), (B):
• An upper or lower case T to toggle the x-axis orientation (A), (B) to the opposite
end of the current linear edge (C):
• An upper or lower case P to use a base reference plane that intersects with
the reference plane you are defining. When you press the P key, the software
automatically selects one of the intersecting base reference planes (A). If you
want to use a different base reference plane, press the P key again (B). An
advantage to this approach is that the x-axis orientation remains constant. (The
P option is not available in the assembly environment.)
• An upper or lower case F to flip the normal direction of the reference plane,
which changes the x-axis orientation.
Note
When you run this command from the References group, it creates a global
reference plane. When you run it from a command bar, it creates a local
reference plane for the current feature.
Note
When you run this command from the Home tab®Reference group, it creates
a global reference plane. When you run it from a command bar, it creates a
local reference plane for the current feature.
You can create global reference planes using the commands on the Home tab, or you
can create local reference planes using the reference plane options on the command
bar when constructing a feature.
When you create a new reference plane based on an existing reference plane (A),
the x-axis orientation of the new reference plane (B) matches the x-axis orientation
of the existing reference plane.
When you define a new reference plane based on a part face, you can quickly
create a new reference plane where the x-axis orientation and origin is determined
automatically or you can define the x-axis orientation and origin yourself.
• Parallel Plane
When you use these options to create a new reference plane based on a part face
(A), the x-axis orientation (B) of the new reference plane is automatically defined
using a linear edge (C) on the part face.
If the face you select does not have any linear edges, the x-axis orientation of the
new reference plane is defined using one of the default reference planes (A).
• Angled Plane
• Perpendicular Plane
• Plane By 3 Points
For example, suppose you wanted to define a new reference plane relative to the top
face of the part , and you want it to be oriented as shown on the right side.
Using the Coincident Plane By Axis option, you can do this by selecting the top face
(A) as the planar face, then the bottom edge (B) as the x axis of the new reference
plane. Then click near the left end of the plane (C) to define the origin. Notice that
when you position your mouse near the left end, a dynamic representation of the
new reference plane is displayed.
You can measure distances relative to a coordinate system with the Measure
Distance and Measure Minimum Distance commands.
You can use a coordinate system to move and rotate part copies. For example, you
can place a coordinate system, then use the Part Copy command to place a part copy.
You can specify that the part copy is attached to the coordinate system using the
Part Copy Parameters dialog box. You can then edit the origin or orientation of the
coordinate system to move or rotate both the coordinate system and the part copy.
In the Assembly environment, you can also use a coordinate system to position
parts in the assembly.
While you are creating a new reference plane based on a part face (A), the x-axis
orientation (B) of the new reference plane is automatically defined using a linear
edge (C) on the part face.
If the face you select does not have any linear edges, the x-axis orientation of the
new reference plane is defined using one of the default reference planes (A).
When you create a new reference plane using a part face, you can define a different
x-axis orientation using the following hot keys:
• An upper or lower case B to go back to the previous linear edge (A), (B):
• An upper or lower case T to toggle the x-axis orientation (A), (B) to the opposite
end of the current linear edge (C):
• An upper or lower case P to use a base reference plane that intersects with
the reference plane you are defining. When you press the P key, the software
automatically selects one of the intersecting base reference planes (A). If you
want to use a different base reference plane, press the P key again (B). An
advantage to this approach is that the x-axis orientation remains constant. (The
P option is not available in the assembly environment.)
• An upper or lower case F to flip the normal direction of the reference plane,
which changes the x-axis orientation.
By 3 Points command
Creates a reference plane by three points.
Note
When you run this command from the Reference group, it creates a global
reference plane. When you run this option from a command bar, it creates a
local reference plane for the current feature.
You can use an upper or lower case N to define a different X-axis direction for the
new reference plane.
Note
When you run this command from the Reference group, it creates a global
reference plane. When you run this option from a command bar, it creates a
local reference plane for the current feature.
The following face types are valid when constructing a tangent reference plane:
• Cylinder
• Cone
• Sphere
• Torus
• B-Spline surface
Note
When you run this command from the Reference group, it creates a global
reference plane. When you run it from a command bar, it creates a local
reference plane for the current feature.
Lesson review
1. What are the three types of reference planes in Solid Edge?
6. What does the small rectangle in the bottom left corner of a reference plane
indicate?
Objectives
This demo introduces you to reference planes and how to create them.
The three types of reference planes are classified as:
• Base
• Local
• Global
Demo
Step 1: Open rp_demo.par.
Step 2: In PathFinder, move the cursor over the planes Top (xy), Right (yz) and
Front (zx) and notice as each plane highlights. These are referred to
as the "base" planes.
Note
These are the three default planes that are in each file created in
the Solid Edge Part, Assembly and Sheet Metal environments.
Note
Base planes cannot be deleted.
Step 4: Create global reference planes. The decision of which type of plane
is needed will become more evident as solid models are built and
features are added. The reference planes that are most commonly used
(Coincident Plane, Parallel Plane, Plane by 3 Points) will be covered. The
creation process for the other planes should be easily understood when
the need arises.
Create a coincident plane. On the Reference group, choose the
Coincident Plane command.
Note
The coincident plane is associative to the face selected. The
plane will maintain the same orientation as the face if the
face is edited.
Notice the rectangle on the global reference plane (the part and base
reference planes are temporarily hidden for visualization purposes).
When a plane is selected for sketch or profile creation, the sketch or
profile window is oriented with the rectangle at the bottom left of the
window. The user has control of this orientation when creating the
plane. The orientation definition can be changed later if needed.
Step 5: Create another coincident plane and observe how the plane’s orientation
can be controlled.
Choose the Coincident Plane command.
(n–goes to the next edge, b–reverses direction for the next edge,
t–toggles the orientation, f–flips the orientation and p–orients the
plane parallel to a base plane)
Type “p” and observe the plane orientation choices. Continue to type
“p” until you get the orientation shown and then click.
Step 6: Create a global parallel plane. Parallel planes are used quite often in
the modeling process.
Choose the Parallel Plane command located under the More Planes
list.
Notice the plane is attached to the cursor. The plane can be dragged
in either direction parallel to the selected face. Position the cursor at
the approximate location as shown and click.
Edit the distance value of the parallel plane. Click the Select tool.
Define the three points (use keypoint to select the points shown).
Point 1 is the origin. Point 2 defines the X–direction. Point 3 defines
the Y–direction.
Note
Use the endpoint point symbol to select the points shown.
Select the Parallel Plane option from the plane drop-down list on
the command bar.
Draw the circle shown. Exact size and position is not necessary.
On command bar, click the Through Next extent option and position
the red direction arrow as shown.
Notice the local reference plane is not viewable outside the feature
construction mode.
Step 10: The last command to demonstrate will be the reference plane
Auto-Resize. This command will resize the local reference plane to fit
the sketch/profile geometry.
Choose the Select tool.
Demo summary
The demonstration showed the three classification types of reference planes—base,
global and local. The understanding of these reference plane types will help you
during the part modeling process. The decision of what type to use will become
evident as you gain experience with Solid Edge.
Objectives
In this activity, you will learn to orient local reference planes using the planar faces
of an existing solid. This solid contains alignment indicators, which will show you
the results of orienting a reference plane in a particular manner. As you build solid
models, you will often need to draw profiles and sketches on existing faces. This
activity shows you how to control the orientation of reference planes created with
the Coincident Plane option.
After completing this activity, you will be able to properly orient a profile plane
based on faces and edges of existing geometry and features. However, you will not
draw a profile in this activity.
Activity
Step 1: From the start up screen, open the existing document rp_orientbox.par.
Step 2: Orient local reference planes from within the Extrude command. Select
planar faces of the solid and orient the local reference plane.
Choose the Extrude command.
While the cursor is positioned over the planar face, entering an ‘n’
will cycle to the next edge (displayed as yellow) (A) of the planar face
resulting in a new orientation. Notice the small rectangle moves
showing new orientation.
Clicking the planar face at this point will result in the following
profile plane.
Clicking planar face at this point will result in the following profile
plane.
While the planar face is highlighted, typing a ‘b’ will go back to the
previous displayed orientation. Typing a ‘t’ will flip the orientation
180°. When the desired orientation is displayed, click to enter the
profile step.
Click the Close Sketch button to close the Profile window. Dismiss
the profile window without drawing a profile.
Step 3: Continue creating profile planes on the remaining planar faces of the
solid. Orient each plane with the arrow pointing up.
Step 4: Close the file without saving. This completes the activity.
Activity summary
In this activity you learned how to correctly position a reference plane so that
creating geometry can be done efficiently, and the many options available to help
you in positioning the plane. Solid Edge provides many tools for productivity
enhancement, and the ability to orient a profile or sketch so that the critical
dimensions can be entered, is important in using Solid Edge efficiently.
Lesson summary
Solid Edge provides several methods of creating reference planes so that proper
placement and orientation of features is easier. The three types of reference planes
in Solid Edge are:
• Base
• Global
• Local
Objectives
After completing this lesson, you should be able to:
• create profiles and sketches
• use IntelliSketch
Drawing 2D elements
In Solid Edge, you can draw 2D elements to help you complete a variety of tasks. For
example, you can use 2D elements to construct features in the Part environment and
to draw layouts in the Assembly environment.
In the Draft environment, you can use 2D drawing tools to complete a variety
of tasks such as drawing sketches from scratch on the 2D Model sheet or in 2D
views, creating background sheet graphics, and defining cutting planes for section
views. The drawing commands, relationships, and dimensions work similarly in
all environments.
Tools that work with the drawing commands—IntelliSketch, Intent Zones, and
Grid—allow you to easily relate elements to each other, define your drawing
intentions as you sketch, and provide precise coordinate input relative to any key
position in the drawing.
Drawing Dynamics
As you draw, the software shows a temporary, dynamic display of the element you
are drawing. This temporary display shows what the elements will look like if you
click at the current cursor position.
Until you click the point that completely defines the element that you are drawing,
values in the command bar boxes update as you move the cursor. This gives you
constant feedback on the size, shape, position, and other characteristics of the
elements you draw.
When you lock a value by typing it into a command bar box, the dynamic display of
the element you are drawing shows that the value is locked. For example, if you lock
the length of a line, the length of the dynamic line does not change as you move the
cursor to set the angle. If you want to free the dynamics for a value, you can clear
the value box by double-clicking in the box and pressing the Backspace or Delete key.
Relationship handles displayed on the geometry show you how elements are related.
You can remove any relationship by deleting its handle. You can display or hide the
relationship handles with the Relationship Handles command.
Maintaining Relationships
Solid Edge allows you to draw and modify 2D elements in the way that best suits
your design needs. You can make your assembly layouts and drawings associative by
applying relationships, or you can draw them freely, without relationships. When
you draw 2D elements in a part document, 2D relationships are maintained.
Maintaining relationships between 2D elements makes the elements associative (or
related) to each other. When you modify a 2D element that is related to another
2D element, the other element updates automatically. For example, if you move a
circle that has a tangent relationship with a line, the line also moves so that the
elements remain tangent.
You can draw elements freely, or non-associatively. When you modify a
non-associative portion of an assembly sketch or drawing, the changed elements
move freely, without changing other portions of the design. For example, if you move
a circle that is tangent to a line (but does not have a tangent relationship with the
line) the line does not move with the circle.
To control whether you draw and modify 2D elements freely or associatively in
layouts and drawings, use the Maintain Relationships command in the Assembly
and Draft environments.
Note
When you construct a 3D feature using the 2D elements, the sketch elements
are moved to the Used Sketches list in PathFinder.
• If a line and arc share a connect relationship, they remain connected when
either is modified.
• You can make the orientation of two lines parallel with a parallel relationship.
Construction Elements
For 2D elements you draw in a part or assembly document, you can specify that the
element is a considered a construction element. The Construction command on
the Sketching tab allows you to specify that an element is a construction element.
Construction elements are not used to construct features—they are used only as
drawing aids. The line style for a construction element is dashed.
• Allows you to draw the profiles you want without creating the subsequent
features until later.
Drawing sketches
When you click the Sketch button and then select a reference plane or planar face,
a profile view is displayed. You can then use the drawing commands to draw 2D
geometry.
The sketch elements you draw are assigned to the active layer. For example, when
working with a complex sketch that will be used to construct a lofted feature, you
may want to arrange the elements on multiple layers.
You can add dimensions and relationships to control the positions and sizes of the
profiles. You can also define functional relationships using the Variables command.
You can use the Save and Save All commands to save the sketch while you create
them. When you have finished drawing, close the profile view using the Return
button on the command bar.
Displaying sketches
You can control the display of all the sketches in a document or individual sketches.
To display or hide all sketches, use the Show All: Sketches and Hide All: Sketches
commands. To display or hide individual sketches, select a sketch in the application
window or PathFinder, then use the Show and Hide commands on the shortcut menu.
You can also control the display of elements in a sketch by assigning the sketch
elements to a logical set of layers, and then display or hide the layers to control the
display of the sketch elements.
When a sketch is active, it is displayed using the Profile color. When a sketch is not
active, it is displayed using the Construction color. You can set the colors you want
using the Options command.
• Indirectly, by clicking the Draw button on the feature command bar and then
associatively copying sketch geometry onto the active profile plane using the
Include command.
Features constructed using sketched profiles are associative to the sketch and will
update when the sketch is edited.
The sketched elements you copy are associative to the sketch and will update if the
sketch dimensions are edited.
Selecting Elements
You can use the Select Tool to select elements in several ways:
• To select an individual element, position the cursor over the element and
click when the element highlights.
• To select multiple elements, press the CTRL or the SHIFT key while you
select the elements.
• To select all 2D elements, press CTRL+A. The Select Tool command does not
need to be active for this to work.
• To deselect an element, press the SHIFT or CTRL key and click the element.
Command bars
After you select an element, you can modify it by changing its values on a
command bar. For example, you can change the length of a line by typing a new
value in the Length box on the command bar.
Element handles
• Fillets and Chamfers - Drag the handle to modify the size of a fillet or
chamfer.
• Folded auxiliary views are true auxiliary views that are generally derived from
principal views and require a fold line to determine the edge or axis around
which you want to fold the view.
• Copy views are not orthogonal and they may not actually align with the primary
view. These views are placed as sketches on the same plane as the last principal
view defined in the draft file.
After you define this information, you are ready to select the geometry to create
the sketches. You can include lines, arcs, circles, curves, and polylines and line
strings created with imported data. You can drag the mouse to fence elements or
press the SHIFT key and click each element to select more than one element.
If you select the Fold Principal Views option or Fold Auxiliary Views option and
it is not the primary view, you can click the Fold Line button after you select all
of the elements for the view. The Fold Line button allows you to define a line or
point in an orthogonal or auxiliary view on which to fold the primary view.
If you want to define another view, click the New View button and select the
next view.
After you define all views, click the Finish button to launch the Part or Sheet
Metal environment to create the model file in which the views are placed as
sketches.
Sketch Commands
Sketch command
Opens a profile true view window so you can draw a sketch on a reference plane.
You can use a sketch as a profile when constructing a feature. A feature constructed
using a sketch is associative to the sketch. For example, if you edit the length of a
line in the sketch, any features using that line in their profiles will also change.
Copies or moves sketch and layout elements from one reference plane to another.
This allows you to divide a large sketch into a series of smaller sketches, which can
make it easier to complete the part or assembly you are documenting. For example,
you can associatively copy a single sketch to a series of sketches using reference
planes normal to a curve.
You can then use the resulting sketches as cross sections for constructing a feature
such as a swept surface.
You can use the Tear-Off Sketch Options dialog box to:
• Copy sketch elements associatively
When you copy sketch elements associatively, a special symbol (A) is added to the
copied sketch elements to indicate that the copied elements are associatively linked
to the original sketch elements. If you modify the original elements, the associative
elements also update.
When selecting the sketch to tear off, you can select a single sketch element or a
chain of sketch elements. You can only tear off sketch elements within the same
sketch. If you select multiple sketch elements, all the elements are copied or moved
either associatively or non-associatively. You cannot copy some of the elements
associatively and some of them non-associatively.
After you copy or move the elements to the new sketch, you can use the Reposition
button on the Tear-Off Sketch command bar to connect keypoints of an element
profile to a pierce point that passes through the target reference plane. In the
Assembly environment, the pierce point option is not available.
You can connect multiple keypoints on a torn off sketch to multiple keypoints. For
example, you can connect keypoints on a sketch to multiple guide curves. You have
to select the Reposition button for each new position definition.
Orients the active view normal to the command plane and aligns the orientation so
that it is easier to work with the current horizontal and vertical view settings.
This command is useful when you have rotated the profile or sketch view to another
orientation or you have cleared the Orient the Window to the Selected Plane option
on the General page on the Options dialog box.
Include command
Copies part edges or sketch elements onto the current profile plane. You can include
elements associatively or non-associatively.
You are not limited to locating elements in the profile window. You can locate part
edges in the 3D window also.
For example, you can select a part edge (A) to include onto the current profile plane
(B). The included edge can then be used in the current profile.
If you are editing a part in the context of an assembly (you have in-place activated
the part), you can include elements from the assembly into the profile for a feature.
For example, you can include elements from an assembly sketch or an edge from
another part in the assembly.
Note
An Inter-Part Associativity tutorial is available that demonstrates how to
create associative inter-part features.
When working outside the context of an assembly, you can also include edges from a
part copy feature you created using the Part Copy command .
To associatively include an assembly sketch element or edge from another part, you
must first set the Allow Inter-Part Links Using: Include Command From Part and
Assembly Sketches option on the Inter-Part tab on the Options dialog box. Then set
the Allow Locate of Peer Assembly Parts and Assembly Sketches option and the
Maintain Associativity When Including Geometry From Other Parts in the Assembly
option on the Include Options dialog box. For more information on inter-part links,
see the Inter-Part Associativity Help topic.
To associatively include edges from a part copy, you must set the Link to File option
on the Part Copy Parameters dialog box when you insert the part copy.
Geometric Relationships
Geometric relationships control the orientation of an element with respect to another
element or reference plane. For example, you can define a tangent relationship
between a line and an arc. If the adjoining elements change, the tangent relationship
is maintained between the elements.
Geometric relationships control how a sketch changes when edits are made.
IntelliSketch displays and places geometric relationships as you draw. After you
complete the sketch, you can use the various relationship commands and the
Relationship Assistant to apply additional geometric relationships.
Relationship Handles
Relationship handles are symbols used to represent a geometric relationship
between elements, keypoints, and dimensions, or between keypoints and elements.
The relationship handle shows that the designated relationship is being maintained.
Relationship Handle
Collinear
Symmetric
Parallel
Perpendicular
Fillet
Chamfer
Link (local)
Link (peer-to-peer)
Link (sketch to sketch)
Rigid Set (2-D elements)
In some cases, more than one relationship may be required and displayed at the
same location on the profile. For example, a connect relationship and a tangent
relationship can be used where an arc meets a line.
This can be useful when multiple relationships are in the same location and you
need to delete one relationship. In this situation, you can use QuickPick to highlight
the relationship, and the parent elements are displayed using a dashed line style.
Collinear
The Collinear command forces two lines to be collinear. If the angle of one of the
lines changes, the second line changes its angle and position to remain collinear
with the first.
Connect
The Connect command joins a keypoint on one element to another element, or
element keypoint. For example, you can apply a connect relationship between the
endpoints of two elements. Establishing a connect relationship between element
endpoints helps you draw a closed sketch. The symbol for connected endpoints
displays a dot at the center of a rectangle.
You can also use the Connect command to connect the endpoint of an element to any
point on another element, not necessarily an endpoint or keypoint. This is called
a point-on-element connection, and the symbol resembles an X. For example, the
endpoint of the top horizontal line on the right side of the profile is connected to
the vertical line, but not at an endpoint.
When drawing profiles, pay close attention to the relationship indicator symbols
that IntelliSketch displays, and try to draw the elements as accurately as possible.
Otherwise, you may accidentally apply a connect relationship in the wrong location,
which can result in an invalid profile. For example, for a base feature you may
accidentally create an open profile, rather than the required closed profile.
Tangent
The Tangent command maintains tangency between two elements or element groups.
When you apply a tangent relationship, you can use the Tangent command bar to
specify the type of tangent relationship you want:
• Tangent
A simple tangent relationship is useful when you want a line and an arc, or two arcs
to remain tangent. The other options are useful in situations where a b-spline curve
must blend smoothly with other elements. The Tangent + Equal Curvature, Parallel
Tangent Vectors, and Parallel Tangent Vectors + Equal Curvature options require
that the first element you select is a b-spline curve.
Note
You can also apply a tangent or connect relationship to an end-point connected
series of elements to define a profile group. For more information on profile
groups, see the Working With Profile Groups topic.
Perpendicular
The Perpendicular command maintains a 90-degree angle between two elements.
Horizontal/Vertical
The Horizontal/Vertical command works in two modes. In one mode, you can fix the
orientation of a line as either horizontal or vertical by selecting any point on the line
that is not an endpoint or a midpoint.
In the second mode, you can apply vertical/horizontal relationships between graphic
elements by aligning their midpoints, center points, or endpoints so that their
positions remain aligned with respect to each other.
Equal
The Equal command maintains size equality between similar elements. When this
relationship is applied between two lines, their lengths become equal. When applied
between two arcs, their radii become equal.
Parallel
The Parallel command makes two lines share the same angled orientation.
Concentric
The Concentric command maintains coincident centers for arcs and circles.
Symmetric
You can use the Symmetric command to make elements symmetric about a line or
reference plane. The Symmetric command captures both the location and size of
the elements.
Rigid Set
You can use the Rigid Set command to add a rigid set relationship to a group of
2-D elements.
You can use the Connect or Tangent commands to define a profile group. A profile
group is an endpoint connected series of lines, arcs, elliptical arcs, or open b-spline
curves that behave as one element with respect to the geometric relationship that
defines the profile group.
A profile group exists only within the context of the tangent or connect relationship
that defines the group. Profile groups can be open or closed, but cannot be disjoint.
A profile group allows you to define a single relationship that applies to more than
one element. For example, you can apply a tangent relationship (A) between circle
(B), and a series of endpoint connected elements (C), (D), (E), and (F).
When you move circle (B) using the Select tool or by editing a relationship that
controls the position of the circle (B), it remains tangent to elements (C) through (F).
You can also apply a connect or tangent relationship to two groups of elements by
pressing the SHIFT key while selecting the first group of elements, then release
the SHIFT key and press the SHIFT key again while selecting a second group of
elements.
After you define a profile group, you cannot add more elements to it. If you want to
add another element, you must first delete the relationship that defines the profile
group, add the elements you want, then redefine the profile group by reapplying a
tangent or connect relationship.
If you delete an element from a profile group and the group remains valid, the group
remains in place. If you recompute the group and validation fails, the relationship
that defines the group is dropped.
You can use the Show Variability button on the command bar to calculate the
number of relationships required to fully constrain the shape and show you how the
shape can change in the graphics window.
When you select elements and then click the Show Variability button, the number of
relationships needed is displayed on the command bar, and a temporary image of the
shape is displayed to show one possibility of how it can change. You can click the
Show Variability button repeatedly to see other variations.
Related User Interface
Note
• This command is available only when you have locked a sketch plane.
IntelliSketch
IntelliSketch is a dynamic drawing tool used for sketching and modifying elements.
IntelliSketch allows you to sketch with precision by specifying characteristics of
the design as you sketch.
For instance, IntelliSketch allows you to sketch a line that is horizontal or vertical,
or a line that is parallel or perpendicular to another line or tangent to a circle. You
can also draw an arc connected to the end point of an existing line, draw a circle
concentric with another circle, draw a line tangent to a circle—the possibilities
are too numerous to list.
IntelliSketch gives you more information about the element you are drawing by
displaying relationships between the temporary, dynamic element and the following:
IntelliSketch relationships
You can set the types of relationships you want IntelliSketch to recognize on the
Relationships page on the IntelliSketch dialog box. IntelliSketch can recognize one
or two relationships at a time. When IntelliSketch recognizes two relationships, it
displays both relationship indicators at the cursor.
Alignment indicators
IntelliSketch displays a temporary dashed line to indicate when the cursor position
is horizontally or vertically aligned with a key point on an element.
Infinite elements
IntelliSketch recognizes the Point On Element relationship for lines and arcs as if
these elements were infinite. In the following example, IntelliSketch recognizes
a Point On Element relationship when the cursor is positioned directly over an
element and also when the cursor is moved off the element.
Center points
IntelliSketch displays an indicator at the center point of an arc or circle to make this
keypoint easy to locate.
Snapping to points
When drawing and manipulating 2D elements, you can use shortcut keys with
QuickPick to snap to keypoints and intersection points. This also applies the point
coordinates as input to the command in progress.
Once you have highlighted the element you want to snap to with the cursor, you can
use these shortcut keys to snap to points:
• Midpoint - press M.
• Endpoint - press E.
Automatic dimensioning
You can use options on the Auto-Dimension page in the IntelliSketch dialog box
to automatically create dimensions for new geometry. The page provides several
options to control when the dimensions are drawn as well as whether to use
dimension style mapping or not.
You can use the Auto-Dimension command as a quick way to turn automatic
dimensioning on and off.
Midpoint
Recognizes the midpoint of an element, such as the midpoint of a line. For
example, you can draw a new line at the midpoint of an existing line. You can
also use midpoint to align two elements to one another. For example, you can add
a vertical relationship between the midpoint of one line and the center of a circle.
Point on Element
Recognizes a point along an element. For example, you can draw a new line at
a point on an existing element. You could then use a dimension to control the
exact distance along the element you want.
Center Point
Recognizes the center point of an arc or circle. For example, you can draw a new
circle at the center point of an existing circle or arc.
Silhouette Point
Recognizes the silhouette points on an arc, circle or ellipse. For example, when
you draw a new line, you can touch the silhouette point on a circle. When you
click, the new line is connected to the silhouette point on the existing circle.
Intersection Point
Recognizes the intersection of two elements, such as two lines or an arc and
a line. For example, you can draw a new line at the actual or theoretical
intersection of two existing elements.
Edit Point
Recognizes the edit points on a curve.
Pierce Point
Recognizes where a 3D curve, a sketch, or an edge passes through (pierces) the
active profile plane. For example, you can use a connect relationship to position
the element you are drawing to where a profile element on another reference
plane pierces the current profile plane. A pierce point is useful when drawing
the sketches required to create the cross sections and path curves required for
a swept feature.
Parallel
Recognizes whether a line is parallel to another line. For example, when you
draw a new line, you can touch another line that you want the new line to be
parallel to, then move the cursor to be approximately parallel to the first line.
When the parallel indicator is displayed, click, and a parallel relationship is
added to the new line.
Perpendicular
Recognizes whether a line is perpendicular to another line, or a whether line is
perpendicular to an arc or circle. For example, when you draw a new line, you
can position the cursor such that the perpendicular indicator is displayed. When
you click, a perpendicular relationship is added to between the two lines.
Tangent
Recognizes whether an element is tangent to an adjacent element, such as a
line, arc, or circle. For example, when you draw a new line that is connected to
an existing arc, you can position the cursor such that the tangent indicator is
displayed. When you click, a tangent relationship is added between the line
and arc.
Horizontal or Vertical
Recognizes whether a line is horizontal or vertical with respect to the x-axis of
the profile plane. For example, you can position the cursor such that the vertical
indicator is displayed when you are drawing a line. When you click, a vertical
relationship is added to the line.
Intent Zones
Solid Edge uses intent zones to interpret your intentions as you draw and modify
elements. Intent zones allow you to draw and modify elements many ways using few
commands. You do not need to select a different command for every type of element.
Two of these intent zones allow you to draw the line tangent to the circle. The other
two intent zones allow you to draw the line perpendicular to, or at some other
orientation relative to the circle.
By moving the cursor through one of these intent zones on the way to your next click
location, you can tell the software what you want to do next. This allows you to
control whether the line is tangent to the circle (A), perpendicular to the circle (B), or
at some other orientation (C).
The last intent zone you move the cursor into is the active zone. To change the active
intent zone, move the cursor back into the zone circle, and then move the cursor out
through the intent zone quadrant to the position where you want to click next.
To draw an line tangent to a circle, first click a point on the circle (A) to place the first
end point of the line. Then move the cursor through the tangent intent zone. As you
move the cursor, the line remains tangent to the circle. Position the cursor where you
want the second end point of the line (B), then click to place the second end point.
If you do not want the line to be tangent to the circle, you can move the cursor back
into the intent zone region and out through one of the perpendicular zones (A) before
clicking to place the second end point of the line. When you move the cursor through
the perpendicular zones, you can also draw the line such that it is not perpendicular
to the circle (B) and (C).
The Line command also allows you to draw a connected series of lines and arcs. You
can use the L and A keys on the keyboard to switch from line mode to arc mode.
When you switch modes, intent zones (A) and (B) are displayed at the last click point.
The intent zones allow you to control whether the new element is tangent to,
perpendicular to, or at some other orientation to the previous element.
If you do not want the arc to be tangent to the line, you can move the cursor back
into the intent zone region and out through the perpendicular zone before clicking to
place the second end point of the arc.
• Align dimensions and annotations by snapping them to grid points or lines. Only
bolt hole circles and center marks cannot be snapped to a grid. For an example,
see Place a dimension or annotation using a grid.
To change the grid origin line colors, you must change the Select and Highlight
colors on the Colors page in the Solid Edge Options dialog box.
• In Draft, the default display mode is a red dashed line for the X axis and a
magenta dashed line for the Y axis. The user-defined grid origin point is marked
by a concentric circle and dot. The default origin is the (0,0) location of the
drawing sheet.
• To automatically reset the origin point to match the origin of the drawing sheet
or working plane, use the Zero Origin command .
• Change the grid angle. See the Help topic, Reposition the sketch plane origin.
In Draft, the default orientation for the X-axis of the grid is horizontal. You can
reorient the X-axis to any angle using the Angle option on the Grid Options dialog
box.
Projection lines
Projection lines are extensions of lines that assist in 2D drawing.
• You can use projection lines to help you create new geometry, and any constraints
you create with them remain active even after you turn projection lines off.
For example, in a drawing, you can use projection lines on an auxiliary view to
enable creation of additional views with proper alignment and size.
• You can create a line with the projection line option set, or you can edit an
existing line and set the projection line property later.
• You can place dimensions and annotations to projection lines. Dimensions and
annotations connect to the defining segment of the projection line (the original
2D line on which the projection line is based).
Projection lines are available as a line property on the Line command bar and on
the Format page of the Element Properties dialog box.
Modifying 2D elements
Solid Edge provides a wide range of tools for modifying 2D elements. 2D drawing
and modification tools work together smoothly, so that you can modify your profiles,
sketches, and 2D drawings as you work.
You can change the shape of a selected element by dragging one of its handles. The
first figure shows the effect of dragging an end point handle. The second figure
shows the effect of dragging the midpoint handle.
If a line and arc are not tangent (A), applying a tangent relationship modifies one or
both elements to make them tangent (B).
When you use relationship commands, the software allows you to select only elements
that are valid input for that command. For example, when you use the Concentric
command, the command allows you to select only circles, arcs, and ellipses.
Changing relationships
You can delete a relationship as you would delete any other element by selecting a
relationship handle, then press the Delete key on the keyboard.
Dimensions as relationships
Driving dimensions are relationships that allow you to maintain characteristics
such as the size, orientation, and position of elements. When you place a driving
dimension on or between elements, you can change the measured elements by
editing the dimensional value. You do not have to delete or redraw elements at
different sizes.
For example, you can dimension the radius of an arc to maintain its size (A), and
then edit the value of the radius dimension to change its size (B).
The Trim command trims an element back to the intersection with another element.
To use the command, click on the part to trim.
You can trim one or more elements by dragging the cursor across the part to trim.
You can also select the elements you want to trim to. This selection overrides
the default option of trimming to the next element only. To select an element to
trim to, press the Ctrl key while selecting the element to trim to. For example, in
normal operations, if you selected line (A) as the element to be trimmed, it would be
trimmed at the intersection of the next element (B). However, you can select the
edges (C) and (D) as the elements to trim to and the element will be trimmed at
the intersection of those edges.
The Trim Corner command creates a corner by extending two open elements to
their intersection.
The Extend to Next command extends an open element to the next element. To do
this, select the element and then click the mouse near the end to extend.
You can also select an element to extend to. This selection overrides the default
option of extending to the next element only. To select an element to extend to,
press the Ctrl key while selecting the element to extend to. For example, in normal
operations, if you selected line (A) as the element to be extended, it would be
extended to the intersection of the next element (B). However, you can select edge
(C) to extend the line to that edge.
The Split command splits an open or closed element at the location you specify. When
splitting elements, appropriate geometric relationships are applied automatically.
For example, when splitting an arc, a connect relationship (A) is applied at the split
point, and a concentric relationship (B) is applied at the center point of the arcs.
You cannot select model edges with this command. If you want to offset model edges,
use the Include command.
The Symmetric Offset command draws a symmetrically offset copy of a selected
center line.
The Stretch command moves elements within the fence and stretches elements
that overlap the fence.
For example, you typically begin designing with key design parameters. You would
draw known design elements in proper relation to one another (A) and then draw
additional elements to fill in the blanks (B).
As you draw, you may need to modify elements to create a valid profile, or to make
a drawing look the way you want it to (C-F). You can use modification commands
such as Trim and Extend to modify the elements. The relationships are maintained
and additional relationships are applied.
When you manipulate elements that have relationships, the relationships are
retained when possible. For example, if you make a copy of two related elements, the
relationship is also copied. However, if you copy one of two elements that are related
to each other, the relationship is not copied.
Relationships that are no longer applicable after a manipulation are automatically
deleted. For example, if you delete one of a pair of parallel lines, the parallel
relationship is deleted from the remaining line.
The Rotate command turns or turns and copies 2D elements about an axis. The
command requires you to specify a center point for the rotation (A), a point to rotate
from (B), and a point to rotate to (C).
The Scale command uses a scale factor to proportionally scale or scale and copy
2D elements.
The Mirror command mirrors or mirror copies 2D elements about a line or two points.
The Delete command removes 2D elements from the profile or sketch window.
Construction Geometry
You can use construction geometry to help you draw and constrain a profile, but the
construction geometry is not used to construct the surfaces for the feature. When the
feature is created, the construction geometry is ignored. The Construction command
is used to change a profile element or sketch element into a construction element.
• Construction elements use the double-chain line style so you can distinguish
them from other elements.
• For example, you can use 45 degree construction lines to control the location of
the tabs on the profile or sketch.
• The construction lines make it easier to edit the location of the tabs, but the
construction lines are not used to produce the solid model.
2D Element Patterns
2D elements can be copied in a circular or rectangular pattern. The patterning
commands are located on the Features and Relationships toolbar.
Note
A pattern profile is the same as any other profile. You must apply relationships
and dimensions so it will behave predictably.
You can use the dimensioning commands to place the following types of dimensions:
(A) Linear dimensions
(B) Angular dimensions
(C) Diameter dimensions
(D) Radial dimensions
(E) Dimension groups
Each dimension command has a command bar that sets options for placing the
dimension. When you select an existing dimension, the same command bar is
displayed so you can edit the dimension characteristics.
Dimensions that are not driving dimensions are called driven dimensions. The value
of a driven dimension is controlled by the element it refers to, or by a formula or
variable you define. If the element, formula, or variable changes, the dimensional
value updates.
Because both driving and driven dimensions are associative to the element they
refer to, you can change the design more easily without having to delete and reapply
elements or dimensions when you update the design.
In synchronous models, all dimensions are PMI dimensions. PMI dimensions are
unlocked when you place them, but you can change them to unlocked. If a dimension
cannot be locked because it would conflict with other dimensions, relationships, or
formulas, it is automatically placed as driven.
In the Draft environment, dimensions can be placed as either locked or unlocked,
depending upon the setting of the Maintain Relationships command. If Maintain
Relationships is set, the dimensions are locked by default. These exceptions apply:
• Dimensions placed on part views are always unlocked.
Note
• If the Lock button is not available, set the Maintain Relationships option
on the Tools tab.
In Part and Sheet Metal—When you are drawing a profile in the Part environment,
dimensions are driving by default, but you can change them to driven. If a dimension
cannot be placed as driving because it would conflict with other dimensions or
relationships, it is automatically placed as driven.
In Assembly—When you are drawing layouts in the Assembly environment,
dimensions can be placed as either driving or driven, depending upon the setting
of the Maintain Relationships command. (If the command is set, the dimensions
are driving by default.)
In Draft—The same is true for drawings in the Draft environment as in Assembly,
with two exceptions: dimensions placed on part views can only be driven, and
dimensions placed between a 2D view and an element on the sheet can only be driven.
Note
Exception: All dimensions added to the PMI model are driven dimensions.
Dimension color
Driving and driven dimensions are distinguished by color.
When setting dimension colors in Part, Sheet Metal, and Assembly:
• The default color for driving dimensions is the same as the Handle color, which
is set on the Colors page of the Solid Edge Options dialog box.
• The default color for driven dimensions is the same as the Profile color, which is
set on the Colors page of the Solid Edge Options dialog box.
• The default color for driven dimensions is set by the Driven Dimension
option.
Dimension color
Locked and unlocked dimensions are distinguished by color. The default colors are
different in the synchronous modeling environments than they are in the Draft
environment.
Changing dimension color in Draft
In the Draft environment, the color defined for each dimension type is part of
the dimension style, which you can edit using the Style command on the View
tab in the Style group. You can change the default color for locked and unlocked
dimensions on the General page of the Modify Dimension Style dialog box.
• The default color for locked dimensions—Black/White—is set by the Driving
Dimension option.
• The default color for unlocked dimensions—Dk Cyan—is set by the Driven
Dimension option.
To learn about PMI model dimension color In synchronous models, see Setting global
PMI color and text size.
Not-to-scale dimensions
You can override the value of a driven dimension by editing its dimensional value.
This makes the dimension not-to-scale. For example, if you override the dimensional
value that is 15 millimeters (A) to be 30 millimeters, the actual size of the line
that you see would still be 15 millimeters (B). Solid Edge underlines the values of
not-to-scale dimensions.
Placing dimensions
To add dimensions to elements, you can use a dimension command, such as Smart
Dimension, and then select the elements you want to dimension.
As you place dimensions, the software shows a temporary, dynamic display of the
dimension you are placing. This temporary display shows what the new dimension
will look like if you click at the current cursor position. The dimension orientation
changes depending on where you move the cursor.
For example, when you click the Distance Between command and select an origin
element (A) and an element to measure to (B), the dimension dynamically adjusts its
orientation depending on where you position your cursor (C) and (D).
When using profile lines, any profile elements that are not part of the feature you
are constructing must be toggled to construction elements using the Construction
command.
When placing a profile point, you can set the Intersection option on the IntelliSketch
dialog box so the profile point stays at the theoretical intersection.
Note
The button for the Point command can be displayed through customization.
Dimensioning automatically
There are two ways you can add dimensions automatically and generate geometric
relationships to constrain the geometry:
• You can use the Relationship Assistant command when editing existing
profiles. This is a quick method of dimensioning and setting simple geometric
relationships for any 2D information brought into Solid Edge, including
information from other systems.
• You can use the Auto-Dimension command when drawing new elements. The
options on the Auto-Dimension page of the IntelliSketch dialog box control when
the dimensions are drawn as well as whether to use dimension style mapping or
not.
Formatting dimensions
If you want two or more dimensions to look the same, you can select the dimensions
and apply a style with the command bar. If you want to format dimensions so that
they look unique, you can select a dimension and edit formats with the command
bar or the Properties command on the shortcut menu.
To learn how to format dimension terminators, see Set Terminator Size and Shape.
You can add prefix, suffix, superfix, and subfix text and supplementary information
to a dimension value using the options in the Dimension Prefix dialog box. You
can use this dialog box while you place or edit a dimension. To learn how, see Add
and edit dimension text.
The purpose of the projection line gap is to add visible white space and improve
legibility. The size of the gap is set by the Break option on the Lines and Coordinate
tab (Dimension Properties dialog box).
To add a break around dimension text that intersects other dimensions, set the Fill
Text With Background Color option on the Text page (Dimension properties dialog
box).
You can cut, copy, and paste a dimension with projection line break gaps as long as
you select both the breaking and the broken dimensions along with the geometry.
Dimension projection lines that you have broken retain their setting during view
updates, and also when you reposition the dimension text or lines for aesthetic
reasons.
You can remove dimension line breaks using the Remove Projection Line Break
command.
Showing variability
The Show Variability command determines how 2D elements can change based on
their dimensions and relationships. Use this command to see the types of changes in
a shape allowed by existing degrees of freedom. To show variability, use the Tools
tab®Assistants group®Relationship Assistant command. Select the element, and
then click the Show Variability button on the command bar.
• In the Dimension Tracker dialog box, changed items are displayed in columnar
format. You can sort the changes by clicking a column heading.
• You can select one or more items in the list and assign a revision name to the
balloon labels on the drawing.
Types of dimensions
A linear dimension measures the length of a line or the distance between two
points or elements. You can place linear dimensions with the Coordinate, Distance
Between, Smart Dimension, and Symmetric Diameter commands.
An angular dimension measures the angle of a line, the sweep angle of an arc, or the
angle between two or more lines or points. You can place angular dimensions with
the Angle Between and Smart Dimension commands.
A radial dimension measures the radius of elements, such as arcs, circles, ellipses, or
curves. You can place a radial dimension with the Smart Dimension command.
A diameter dimension measures the diameter of a circle. You can place a diameter
dimension with the Smart Dimension command.
A coordinate dimension measures the distance from a common origin to one or more
keypoints or elements.
you can use the following commands in Solid Edge to place dimensions:
• Smart Dimension command
• Chamfer command
Coordinate dimensions
You can use the Coordinate Dimension command and Angular Coordinate Dimension
command to place dimensions that measure the distance from a common origin
to one or more keypoints or elements.
You can place coordinate dimensions in any order and on either side of the origin.
You can also add, remove, and modify jogs on the dimension line to make it easy
to position all the dimensions.
You then select an element away from the origin as a measure-to point (C), and
position the dimension (D). The dimension measures the distance from the origin
element to the measure-to element.
To make it easier to accurately align the dimension text for a group of coordinate
dimensions, several built-in snap alignment positions allow you to align the text
when placing or modifying coordinate dimensions.
Two vertices and a jog segment are added (C). You can modify the jog by dragging a
vertex handle (D). You can also modify the jog by dragging the jog segment.
To make it easier to place coordinate dimensions with multiple jogs, the cursor
snaps into alignment when the last dimension line segment (A) is aligned with the
first dimension line segment (B).
The modification behavior for each jog vertex is different when you drag it. For
example, when you drag the vertex farthest from the dimension text (A), you change
the jog segment position. When you drag the jog vertex closest to the dimension text
(B), you change the jog segment angle.
When you drag the jog segment (C), you also change the jog segment position.
3D drawing dimensions
Linear 3D dimensions
Radial 3D dimensions
For radial 3D dimensions, if the dimension is on the inside of the 3D circle or arc,
then the tail of the dimension is tied to the center of the 3D circle or arc. If the
dimension is on the outside of the 3D circle or arc, then the dimension line is aligned
with the center of the 3D circle or arc.
Angular 3D dimensions
For angular 3D dimensions, the model planes and adjacent face planes of the lines
are valid dimension planes.
Workflow
You place a 3D dimension on a pictorial drawing view using the same workflow as
when you place a 2D dimension. However, if the drawing view is out of date, you
must use the Update View command to make it up to date with the model before you
can dimension it.
Dimensions in 3D are created relative to a dimension plane. In a drawing, this
is determined by the element you select. You can change the plane at any time
during dimension placement. In a drawing, change the dimension plane with the
N and B keys.
Dimension Groups
You can place dimensions in dimension groups with the following commands:
• Distance Between
• Angle Between
• Symmetric Diameter
• Coordinate Dimension
This makes the dimensions easier to manipulate on the drawing sheet. All members
of a stacked or chained dimension group share the same dimension axis.
When you place dimension groups with the Distance Between or Angle Between
commands, the cursor position determines what type of dimension group will be
placed. After you place the first dimension in a group and click the second element
you want to measure, if the cursor is below the first dimension, then the dimension
group will be a chained group (A). If the cursor is above the first dimension, then the
dimension group will be a stacked group (B).
• Smart Dimension angle between two elements (or keypoints from two elements)
After you place one of the above dimensions, you can change it to zero or a negative
value to control element placement. When you select a dimension, its parents
highlight.
Zero and negative dimensions work best on fully constrained geometry. When a
profile or sketch is not fully constrained, negative dimensions can be unpredictable
(unexpected change of side, for example).
Unsupported dimensions
Zero and negative values are not supported for any group dimension, including linear
coordinate, angular coordinate, linear stacked, linear chained, angular stacked, and
angular chained. Zero and negative dimensions are also not supported for radial
dimensions, diameter dimensions, and chamfer dimensions. Point constraints do
not allow negative offsets.
If you toggle a dimension from driving to driven when its value is negative, the
dimension is displayed as positive. A driven dimension can never be negative.
Dimensions retrieved from part models are positive because they are always driven,
and zero dimensions are not retrieved.
• Dual unit display shows both united values with a negative sign.
Style mapping applies standard or custom style formats to lines, hatches, fonts, fills,
dimensions, annotations, and views as you place objects that use these styles in the
document. The element-to-style mapping table on the Dimension Style tab of the
Options dialog box allows you to choose which style to map to which element, or it
allows you to assign one style to all elements.
When the Use Dimension Style Mapping option is set on the Dimension Style
tab, then the Dimension Style Mapping option is also set by default on the
relevant command bars and dialog boxes used to place individual elements. You
can override the mapped style for an individual element by clearing this option on
the command bar.
For global impact across all design documents and drawings, you can specify drawing
standards and styles in the template files used to create part, assembly, sheet metal,
and draft documents. This ensures that designers apply standards that conform
with company style guidelines.
Standards
The default, standard styles available are:
• ANSI
• ANSImm
• BSI
• DIN
• ISO
• JIS
• UNI
In addition, you can create and name custom styles. The style format is defined in the
Style dialog box (Format-Style-Dimension style type-New button or Modify button).
• Round-off
Using variables
You can use the Variable Table to define and edit functional relationships between
the variables and dimensions of a design in a familiar spreadsheet format.
When you select the Variables command, the Variable Table is displayed. Each
row of the table displays a variable. A series of columns is used to list the various
properties of the variable, such as Type, Name, Value, Rule, Formula, and Range.
Note
You can use a VBScript function or subroutine in the formula. The trig
functions available in the variable table always assume input value for the
function is in radians and returns the results in radians, not in degrees. An
example function might be sin(x)=y, where x and y are always in radians.
Types of variables
There are three types of variables displayed in the Variable Table:
• Dimensions (2D dimensions)
• User Variables
Dimensions
You create Dimension variables when you place a dimension on a 2D element,
when you define an assembly relationship, or when the system creates a
dimension automatically, such as the extent dimension for a protrusion or cutout.
Dimension variables can be displayed and selected in the graphics window or in
the Variable Table. You can use Dimension variables to control and edit a design.
User Variables
You create User Variables when you type a name and value directly into the
Variable Table, or when you define values within certain commands. For
example, when you define the properties for a counterbore hole with the Hole
command, user variables are added to the Variable Table. Other user variables
are created automatically, such as the Physical Properties Density and Physical
Properties Accuracy variables.
User variables have no graphic element you can display and edit in the graphics
window. They can only be accessed and edited through the Variable Table. You
can use user variables to control and edit a design.
PMI Dimensions
PMI Dimension variables are created automatically in the Variable Table
when you place dimensions on the model. PMI dimensions are always driven
dimensions, but they can be used to control other elements in the design in
certain circumstances.
PMI Dimensions
PMI Dimension variables are created automatically in the Variable Table when
you place a dimension on a sketch element or model edge in a synchronous
model document.
PMI dimensions are created initially as unlocked dimensions, but you can lock a
dimension so it can be used to control other elements in the design.
Note
You can lock a dimension only if all variables that it is dependent upon are
also locked. Similarly, you cannot unlock a dimension that is controlled by
a formula or is used within the formula of another dimension or variable.
• The values of area and perimeter are updated when you use the Area command
bar to change the size of an area object.
Note
If the background color in a Value cell is orange, it means that the value of
a dependent variable could not be changed because it would have violated
a rule limiting its range of values.
Defining rules for a variable restricts design changes to a more controllable set of
values. You can define a discrete set of values, or a range of values for a variable
using the Variable Rule Editor dialog box. For example, you can specify that only the
values 10, 20, 30, and 40 millimeters are valid for a variable.
The rule type you define for a variable is displayed in the Rule column in the
Variable Table, and the numerical values for the rule are displayed in the Range
column in the Variable Table.
You can also define a discrete list or limited range of values for a variable by typing
the proper characters into the Range cell for a variable in the Variable Table. The
following table and examples illustrate how to do this:
Character Meaning Where Used Variable Type
Examples:
• To define a variable that must be greater than 5 and less than 10, type the
following in the Range cell:
(5;10)
• To define a variable that must be greater than or equal to 7 and less than or
equal to 12, type the following:
[7;12]
• To define a variable that must be greater than or equal to 6 and less than 14,
type the following:
[7;14)
• If an driving variable has a rule applied, and if you type a value in the command
bar or Variable Table that violates the rule, a message is displayed to warn you
that the rule has been violated, and the value you type is not applied.
• If an unlocked variable cannot be resolved because the rule conflicts with the
formula result, the background color of the Value cell changes to orange to
notify you of the conflict. See the When rules and formulas conflict section for
more details.
You can also use the Edit Formula command on the dimension shortcut menu to
define formulas between dimensions.
You can then specify a discrete list rule for DimA where the only valid values are
{50; 60; 70}. If you then edit DimB to 55, the discrete list rule for DimA is violated.
When this occurs, the value for DimA will not change to the invalid value. The value
cell for DimA in the Variable Table turns orange to indicate that there is a conflict
between the limit rule and the formula.
Examples
Suppose you draw a sheet metal bracket and you want to build a relationship
between the bend radius and stock thickness. You can use a formula in the Variable
Table to build and manage this relationship. The following example illustrates how
the Variable Table would look if you built a relationship that changes the bend
radius when the stock thickness changes.
Type Name Value Formula
Variable Stock_thickness .25
Dimension Bend_radius .375 1.5 x stock_thickness
Here are some more examples of how you might set up the Variable Table:
Type Name Value Formula
Variable c 2.0 kg
Variable d 10.0 rad @c:\bearing.xls!sheet1!R6C3
Variable e 20 mm @c:\bearing.xls!sheet1!R6C3
Dimension f 8.5 mm (1.5 + Func.(func1(c,d)))^2
Argument conventions
The following argument conventions are used in the Variable Table:
• In the syntax line, required arguments are bold and optional arguments are not.
• In the text where functions and arguments are defined, required and optional
arguments are not bold. Use the format in the syntax line to determine whether
an argument is required or optional.
In this example, there are two approaches you can take to work around this issue.
• You can use two cutout features rather than one to create the circular cutouts.
• You can use driving dimensions and expressions to keep profile circle HA
centered on the part, rather than geometric relationships.
As shown below, reworking the relationship scheme allows you to draw profile circles
HA and HB on the same profile plane, and then use DmA in an expression to control
the value for DmB (DmB=DmA*.6). Rather than controlling the location of profile
circle HA using geometric relationships, a driving dimension that controls the
base feature length (PL) and an expression is used to ensure that profile circle HA
is centered on the part (DmA=PL/2). This allows you create an expression where
DmA controls DmB.
• You can open the Solid Edge document first, then click the Edit Links command
on the shortcut menu when a linked formula is selected within the variable
table. You can then use the Open Source option on the Links dialog box to open
the spreadsheet document.
For more information, see the Create a variable with a link to a spreadsheet Help
topic.
To extract property text from the Variable Table, on the Select Property Text dialog
box, select Variables From Active Document as the property text source. The new
property text string has the format %{Variable_name|V}, where Variable_name
converts to the current value of the named variable.
Example: The Crane = 1000 kg annotation in the illustration is a result of this entry
in the Callout dialog box: Crane = %{Crane_mass|V} kg.
Note
• A dimension must be locked before a formula can be applied to the
dimension.
• You also can define and edit formulas for dimensions using the variable
table.
Overview
Engineering calculation tools are available in the 3D environments and while
drawing 2D geometry in profiles, sketches, and in the Draft environment. These
tools are located on the various groups in the Inspect tab.
You can:
• Measure distance, area, and length using the Measure commands.
• Compute area, perimeter, centroid, and moments of inertia for one or more
closed regions using the Area command.
• Create a persistent area object with its own set of variables using the Area
command.
• Reference 3D design variables in the Variable Table using the Variable Name
property text string. Size values, for example, can be extracted into 2D
dimensions in a sketch.
Measurements
You can measure distances or areas even when you are in the middle of another
task. To learn how, see these sections within the Help topic, Distance and Area
Measurement:
• Measure linear distance in 2D drawings, sketches, and profiles
• Measure length
• Measure area
To set the units for measuring distances and areas, use the File®File Properties
command, and then set the options on the Units page of the File Properties dialog
box.
• Use the handle point generated for the region included in the area object to
select and drag the area fill into another closed boundary.
• Reuse the area object and its information in further calculations or in other
processes. For example, you can dimension to the keypoint at the origin of the
area coordinate system located at the centroid of the area object.
• Calculate the discrete area of overlapping elements, and then add or remove
geometry and recalculate, as illustrated by examples (A) and (B).
After you have created an area object, you can select an area and modify its fill
and coordinate system properties by selecting the Properties button on the Area
command bar or by choosing Properties from the area object shortcut menu.
Goal seeking
The Goal Seek command automates engineering calculations to achieve a specific
design goal. These can be based on dimensioned geometry. For example, you can
use the Goal Seek command to find the appropriate dimensions given a desired
target area value.
Goal seeking finds a specific value for a dependent variable (dependent by formula,
for example) by adjusting the value of another variable, until it returns the result
you want. Goal seeking shows you the effect on the geometry and it also updates
the Variable Table with the new value.
The Goal Seek command operates on driven and driving formulas, variables, and
dimensions attached to 2D geometry. The type of dimension you add—driving or
driven—determines what you can solve for.
Driving variables and dimensions, which are independent, can only be used for the
Variable To Change. Driven variables and dimensions, which are dependent, can
only be used for the Goal Variable. For example, when you create an area object, you
generate driven variables for perimeter, area, and moments of inertia in the Variable
Table. These can be selected as the Goal Variable. The Variable To Change should
be related to the Goal Variable so that when a change is made to the Variable To
Change, it causes the Goal Variable to change through a formulaic or geometric
relationship. For more information, see the Best Practices in Goal Seeking section in
the Engineering Calculation Tools Help topic.
When you are ready to run goal seeking, use the options on the Goal Seek command
bar to:
• Select the dependent Goal Variable that you want to calculate or modify.
• When you add a dimension, you can choose the type of dimension you
add—driving or driven—determines what you can solve for.
• All area object variables for area, perimeter, and coordinate systems are driven
(dependent) variables.
• You can type formulas directly in the Variable Table to reference any dimensional
and area object variables and values.
As you add dimensions to your drawing, you may want to work with the Variable
Table open. This way, you can change each system-generated variable name to a
more logical name as you work. When you rename variables, the variable name must
begin with a letter, and it should contain only letters, numbers, and the underscore
character. Do not use punctuation characters.
You can show variables and values in your 2D design using annotations that
reference the Variable Table through property text. In this example, property text in
callouts reference weight and force values calculated for the crane, crate, and force.
To extract property text from the Variable Table into an annotation, in the Select
Property Text dialog box, choose Variables From Active Document as the property
text source. To learn how to do this, see the Help topic, Extract Variable Table data
using property text.
You can open and review the Variable Table contents by selecting the
Tools®Variables command.
When reviewing or editing variable names and values through the Variable Table,
you may need to know which variable name is associated with which dimension in
the design. This is true especially when you are editing a design you are not familiar
with, or if the 2D geometry and dimensions are placed on many different layers.
With the Variable Table open, you can click a cell labeled Dim in the Type column,
and then look in the graphics window for the highlighted dimension.
• Add driven variables and dimensions (for the Goal Variable)—For a variable
value that you want to be able to modify or calculate, add a driven dimension,
or create an area object, or define a formula using driven variables. The value
of a driven variable or dimension is controlled by the element it refers to, or
by a formula or variable you define.
– Driven variables, which are dependent, can only be used for the Goal
Variable.
• Set up the problem—Sometimes, if the initial conditions set on the command bar
are too widespread, goal seeking will not find the target value or it may require
too many iterations. If you start the goal seeking operation with the value of the
Variable To Change set such that the Goal Variable is close to the Target Value,
the iterative process generally will be faster and more successful.
• Set numerical limits—You can use the Variable Rule Editor dialog box, available
within the Variable Table, to set upper and lower limits on the domain of possible
values that can be used for the Variable To Change. You can define a discrete set
of values, or a range of values, for a variable. This allows you to restrict design
changes to a controlled set of values.
Example
• Example 1—If you are seeking a value for the diameter of a circle or the
length of a line, you should set a limit that their value be greater than 0.
• Example 2—If you are seeking the diameter of a pipe, then you should set
a limit that the outer diameter is greater than the inner diameter.
• Example 3—If you are seeking an angle, then you should define a rule
that limits the possible solutions to an acceptable range, such as between
5° and 90°, or between 90° and 180°.
To learn how to set limits on variables, see the Help topic, Define limits for a variable.
• The maximum number of iterations was reached before a solution was found.
• The maximum time limit was reached before a solution was found.
You can adjust the maximum time or maximum number of iterations to suit the
needs of the particular situation you have. Select Goal Seek Options on the Goal
Seek command bar to open the Goal Seek Options dialog box.
Lesson review
1. How does IntelliSketch help you draw sketches?
• Relationships, dimensions and variables will control the width of the web and
flanges of the “I” shape.
Activity
Step 1: Create a new Traditional ISO part file.
On the Home tab, in the Draw group, choose the Line command.
Draw the first line by positioning the cursor below and left of the
reference planes as shown and click to place the first point of the line.
Place the second point by moving the cursor to the right. When the
horizontal indicator is shown and the line is approximately in the
same position as shown below, click to place the line.
Draw the rough shape of the “I” in a counterclockwise order. Use the
alignment indicator to position the endpoint of the next to the last
line above the left endpoint of the first line as shown. To activate the
alignment indicator for the last segment, brush (move the cursor
over without clicking) the horizontal line.
To place the last segment, click on the endpoint of the first line when
the endpoint indicator is displayed as shown.
Step 3: Add relationships to control the behavior of the shape. When you
anticipate the need to make a shape symmetrical, it is useful to establish
Move the cursor to the top of the vertical reference plane, and when
the endpoint indicator displays, click.
8 and 6
8 and 12
11 and 3
9 and 5
9 and 11
10 and 4
Select segment 1, position the dimension below the line, and then
click to place it.
Select segment 10, select 4, position the dimension above the ”I”
shape, and then click to place it. Right-click to restart the Distance
Between command.
Step 5: Edit the dimensions placed in the previous step. Because of the
dimensions and relationships defined, the shape responds to dimensional
changes predictably.
Choose the Select Tool command.
Note
To enter a formula, click the formula field, type the formula,
and press the <Enter> key. Basic mathematical operators in
formulas can be used:
+ to add
- to subtract
* to multiply
/ to divide
Notice on the short-cut menu above that the Show All Values is
selected. All variable names or formulas can be shown.
Step 7: The same operations performed in step 6 could also be done using the
Variable Table.
Notice the same fields as in the Edit Formula ribbon bar are
available. Click the field to edit, type in the appropriate value and
then press the <Enter> key.
Note
The shadowed values represent values that cannot be
directly changed because they are controlled by relationships,
dimensions or formulas.
Close the variable table by clicking the X in the upper right corner.
Close and save this file as Ishape.par. This completes this activity.
Activity summary
In this activity, you learned how to use dimensions and relationships to control
the size and position of 2D geometry in a profile. You also learned how to use
mathematical formulas within the variable table to establish relative behavior
between geometry. This is useful in establishing design intent within a model. If a
critical dimension changes, the profile will adjust itself predictably and accordingly.
Objectives
When you complete this activity, you will be able to use more relationships in the
profile/sketch environment.
In this activity, two sketches are provided for you to apply relationships to. This
activity covers the following relationships:
• Collinear
• Parallel
• Equal
• Symmetric
Activity
Step 1: Open pr_sketch.par.
Step 5: Apply collinear relationships to align line segments. The first line
segment selected will be made collinear to the second line segment
selected.
Choose the Collinear command.
The first line segment selected will be made equal to the second line
segment selected.
• Click line segment E, then click line segment C.
Dimension the two line segments as shown. Click on the lines (do
not click the endpoints or midpoints).
Step 8: Align the midpoint of the left line segment to the center of the reference
planes.
Choose the Horizontal/Vertical command.
The midpoint of the left line segment is now aligned with center of
the reference planes.
• Dimension B = 50
• Dimension C = Dimension B
Note
How to make two dimensions equal
Step 10: Add angular dimensions which will control the shape and orientation
relative to the horizontal reference plane.
Choose the Angle Between command.
Place the dimension shown by clicking on the two lines (do not select
any keypoints).
Step 11: Edit the angular dimensions to observe the control over the shape and
orientation.
Orientation angle = 45, shape angle = 90
Step 12: The next portion of the activity utilizes the symmetry relationship. In
PathFinder, right-click on Sketch B and click Edit Profile.
Place the lines as shown. Lines are connected to the centers of the
circles and center of the reference planes.
Step 13: Place six circles in the remaining three quadrants of the main circle.
Place the circles as shown. Position and size do not matter. Be sure
not to pick up any relationships from other geometry while placing
the circles. If you have problems doing this, place a circle outside the
main circle and then drag it inside the main circle.
Click the horizontal reference plane (C). Click circle A1 and then
click circle A. Circle A1 is now symmetrical to circle A. Click circle
B1 and then click circle B. Circle B1 is now symmetrical to circle B.
Step 16: Choose the Close Sketch command. On the command bar, click Finish.
Activity summary
In this activity, you learned how to use dimensions and relationships to position a
profile containing interior features. Relationships were used to position various
features relative to each other. By varying the dimensions, you are able to control
the size and position of the interior features and maintain design intent.
Objectives
This demonstration will enable you to:
• Understand degrees of freedom for under-defined sketches.
Demo
Step 1: Open pr_tools_demo1.par.
Step 2: In PathFinder, right-click Sketch A and click Show. Fit the view.
Note
Sketch A is fully-defined. There are no degrees of freedom for
geometry movement. The behavior of the geometry is predictable.
Hide Sketch A.
Click the Select tool. Select Sketch B and then on the command bar,
click Edit Profile.
Repeat Step 5 and notice that there are now six degrees of freedom.
Repeat Step 5 and notice that there are now five degrees of freedom.
.
Note
These options provide control over how geometric relationships
and dimensions are applied.
Use the default option settings. Click the Dimension tab and then
click OK.
The sketch colors are set on the Application menu ® Solid Edge
Options ® Colors page.
Step 10: Choose the Close Sketch command. On the command bar, click Finish.
Close the file and do not save.
Demo summary
In this demonstration you learned how to use the relationship assistant to determine
degrees of freedom in a parametric sketch. Dimensions and relationships were
automatically added to constrain the geometry.
Overview
In this activity you will learn to use construction elements when drawing a profile or
sketch in order to capture design intent.
Objectives
After completing this activity, you will be able to:
• Use construction elements to simplify profile or sketch construction.
• Use the construction elements to drive the resulting geometry (a cutout feature).
In this activity, you will examine a specific feature within a part. You will not
construct the part in this activity, but you will draw the profile for the feature. To
simplify profile creation, you will use a construction element in the Sketch drawing
environment. As previously mentioned, construction elements aid in profile creation
but are ignored during profile validation checks.
Note
Construction elements serve as skeletal elements that helps drive the other
elements in the profile.
Each of the four cutouts must sweep 90°. A narrow web of material must
occupy space between each cutout to avoid breakout. To create this model, use
construction elements to locate the cutout, provide the mechanism for the sweep
angle, and provide the distance between each cutout.
Activity
Step 1: Create a new Traditional ISO part file.
Step 3: On the status bar, click the Pan command. Hold the left mouse button at
the center or intersection of the reference planes. Move the cursor from
position 1 to the lower right corner of the Sketch window (position 2).
This moves the reference planes out of the way and prevents unwanted
relationship placement between a profile element and a reference plane.
The angled lines are attached to the horizontal line at its midpoint.
Using the Equal relationship, make each of the angled lines equal to
the horizontal line.
Click the Accept button to confirm selection. Move the cursor to the
interior of the “V” shape as shown and click.
• Small arc Point-2 should be on the left angled line, Point-3 on the
right-angled line.
Trim away the offset lines below the small arc. The result of the
trim is shown.
Step 8: On the Tools page, in the Assistants group, choose Relationships. Use
the Show Variability command to verify that the profile has only two
degrees of freedom.
Step 10: This completes the activity. Close the file and save as cutout.par.
Activity summary
In this activity, you learned how to use construction elements, dimensions and
relationships to position a profile. Design intent is maintained by positioning the
construction elements. Construction elements do not become a part of the feature
but are handy in controlling the position of the geometry.
Lesson summary
The key to successful 3D parametric modeling is building models that can be
edited for design intent. The profiles and sketches throughout the model drive the
features within the model. When drawing the profiles and sketches, think about
how the profile/sketch will behave when edited. If the edits are predictable and are
compatible with design intent, you will be successful in modeling. Maintaining
this thought process will help you determine how relationships should be applied
to the profiles/sketches. Therefore, when drawing profiles and sketches it is very
important that you develop a thorough understanding of geometric and dimensional
relationships, especially with regard to how and when they should be applied.
We recommend that you consider the following when deciding to draw a profile
within a command or else a sketch outside of a feature command.
• Profile: Draw profiles within a feature command when the feature in construction
is simple and will not see multiple instances of use.
• Sketch: Draw sketches when you expect to use the feature multiple times, when
the feature in construction requires multiple profiles, and when the profile
requires a high degree of complexity.
When Solid Edge Assembly is discussed later in this course, you will learn that a 2D
layout can be drawn within the assembly environment. This is similar to sketching,
and a complete design layout can be drawn without enforcement of profile validation
rules. Individual part models can be constructed when the layout is complete.
5 Base features
Profile-based features
Many features use profiles to define the shape of material to be added to the part
or removed from the part. Profile-based features are associative to their profiles; if
you change a profile, the feature automatically updates.
You can draw the profile as part of the feature construction process, or select a profile
from a sketch you drew earlier. You draw a profile or sketch on a reference plane.
You can use one of the default or base reference planes, or you can define a new
reference plane using a face on the model.
Solid Edge provides commands to add material and to remove material. For example,
you can use the protrusion commands to add material by:
• extruding a profile along a linear path,
• Draw Profile Step—Draw the profile in the profile view. The Draw Profile Step is
automatically activated when you construct a feature.
• Side Step—Define the side of the profile you want to add material to by
positioning the cursor so that the directional arrow points towards where the
material is to be added. The Side Step is skipped if you use a closed profile.
• Extent Step—Define the extent of the material to add with the cursor (A) or by
typing a value in the command bar (B). You can also use keypoints on another
feature or another part in the assembly to define the extent for a feature. See the
Using Keypoints to Define Extents section for more details. When working in
the context of an assembly, many features also allow you to select a keypoint on
another part in the assembly to define the feature extent associatively.
• Treatment Step—Define the crown or draft angle treatment you want for the
feature. This step is optional. See Applying Draft Angle and Crowning to
Features for more details.
• Finish Step—Process the input and construct the feature. The profile and
dimensions are hidden automatically when you click the Finish button.
Profile validation
Each type of profile-based feature has a set of requirements for the type of profile
geometry it can use. For example, a protrusion that is the base feature must have a
closed profile, but subsequent features can have open or closed profiles. When you
finish drawing a profile, or accept a profile you select from a sketch, the feature
command checks to make sure the profile is valid for the feature type. If the profile
or sketch used to create the feature is invalid, the Profile Error Assistant dialog
displays a description of the profile error. When you move the mouse cursor over
the description, the element containing the error highlights in the profile window.
You can click the error description to select the invalid element and zoom to the
element, delete the element, change the color of the element, change the element to
construction geometry, or save the geometry as a sketch or failed feature. You can
make corrections to the profile and then click the Validate button to re-validate the
profile. If the profile is valid, you are returned to the next feature creation step. If
the profile still contains errors, the description list is updated to display any errors.
You can also save the profile as a failed feature or sketch. Construction and reference
elements are ignored during profile validation.
Open profiles
When you construct a feature with an open-ended profile, the ends of the profile are
extended toward intersections with the existing model. Lines are extended linearly
(A); arcs are extended radially (B). Material is added or removed along the full
length of the extended profile, in the selected direction.
Multiple profiles
When constructing a feature using more than one profile, all the profiles must be
closed. The following feature commands allow you to construct features using
multiple closed profiles:
• Protrusion command, when constructing a base feature or adding a feature.
• Cutout command.
• Revolved Cutout command, all profiles must share a common axis of revolution.
Note
When working with an assembly, only the Tool Body is shown during feature
creation.
When a feature fails during dynamic feature creation, a warning and tool tip are
displayed to provide information about the failure.
Extrude command
Constructs a protrusion by extruding a profile along a straight path.
Note
When constructing a protrusion using more than one profile, all the profiles
must be closed.
When constructing protrusion features, you can also apply draft angle or crowning to
the faces on the feature that are defined by profile elements. For more information,
see the Applying Draft Angle and Crowning to Features Help topic.
Protrusions in Assemblies
When working with a weldment assembly, you can use this command to construct
an assembly feature to define weld bead material. For more information, see the
Weldments in assemblies Help topic.
Through All is one of the extent options for protrusion and cutout features. The
following examples show the effect of using Through All for protrusions.
The first figure shows a profile extruded through all, to one side.
The next figure shows the same profile extruded through all, to the other side.
The next figure shows the same profile extruded through all, to both sides.
For protrusions, the through all extent option must result in a feature that
completely intersects the part. The next figure shows an invalid case for using
through all. To create this type of protrusion, use the From/To or Finite extent option.
The next figure shows the same profile extruded through next, to the other side.
The next figure shows the same profile extruded through next, to both sides.
The next figure shows another example of a profile extruded through next. Notice
how the profile is extended as far as necessary to form a closed intersection with the
part, but does not extend past the intersection.
You can construct a through next protrusion using an open profile, as shown in
the next figure.
For protrusions, the through next extent option must result in a feature that
completely intersects the part. The next figure shows an invalid case for using
through next. To create this type of protrusion, use the From/To or Finite extent
option.
A Through Next protrusion must completely intersect the solid in the extent
direction. If a portion of the profile is outside the solid, the protrusion fails as shown
in the next illustration.
A solution is to use the From/To Extent option and use the front face as the To face.
The face is extended upward to intersect with the protrusion, as shown in the
next illustration.
Finite is one of the extent options for protrusion and cutout features. The following
examples show the effect of using Finite for protrusions.
The first figure shows a closed profile extruded a finite distance from a part face,
to one side of the profile plane.
The next figure shows a profile extruded a finite distance from a profile drawn in
a plane perpendicular to the part. The profile is extruded to one side of the profile
plane.
The next figure shows an open profile extruded symmetrically a finite distance on
both sides of the profile. Notice that the Distance value is the total extent of the
extrusion. Notice also that the ends of the profile are extended to meet the curvature
of the part face.
The next figure shows how you can use an open profile protrusion to lift a portion of
a part face. Sketch the profile on the face and then give use a finite extent distance
for the lift. This is useful for constructing lips, feet, and other small protrusions
along the outside edges of a part.
The next figure shows an open profile extruded to lift a portion of a face in the corner
of a part.
When constructing a base feature using the Revolved Protrusion command, you
must use a closed profile. When adding a revolved feature to a model, you can use
open or closed profiles.
When drawing the profile for a revolved feature, you also must define an axis of
revolution. Each revolved feature can have only one revolution axis defined. You can
select a profile line or a reference plane using the Axis of Revolution command on
the Home tab in the Draw group. The revolution axis is displayed using a dashed
line style.
When using an open profile to construct a revolved protrusion (A) or cutout (B),
the Side step allows you to define which side the material will be added to (A) or
removed from (B).
The Extent Step allows you to specify how many degrees you want to revolve the
feature. You can type a value in the Angle box (A) or you can click the Revolve 360
button (B) to automatically revolve the profile 360 degrees.
When constructing revolved protrusions (A) and cutouts (B) which have extent values
that are less than 360 degrees, you can use the Symmetric Extent or Non-Symmetric
Extent button to apply the extent value to both sides of the profile plane.
Swept features are constructed by extruding one or more cross sections (A) along one
or more path curves (B).
• When working with swept features that have more than one path and cross
section, you should consider drawing sketches first, rather than drawing the
profiles as you construct the feature. This approach can make it easier to
construct and edit the feature.
• You can use a different method for each path and cross section in the same swept
feature.
• If you use sketches, you can only select elements from one sketch for each cross
section, and you cannot combine elements from a sketch with model edges in
any cross section.
Regardless of the approach you use, the feature is associative to the elements you
select to define the paths and cross sections.
Using Sketches
The ability to define paths and cross sections using sketches is especially useful
when working with swept features and lofted features. Drawing sketches first allows
you to draw the wireframe geometry without constructing the feature. Since a sketch
profile is not validated when you close the sketch window, you can also save your
work before you complete the design. This approach also allows you to experiment
with both swept and lofted features using the same sketch geometry.
You can also define relationships between sketches on different planes. For example,
you may need to use connect relationships (A) between path and cross section
keypoints. You cannot define relationships in this manner if you draw the profiles
within the swept feature commands.
You can also use the Include command to include part edges into a profile or sketch,
then use the profile or sketch in a swept feature.
Path Curves
You can define up to three path curves. You can define open or closed path curves.
When constructing swept features with more than one path curve, select the
elements for the first path curve, then click the Accept button. Repeat this process
for the second path curve. When constructing a swept feature using three paths,
after you define the third path, the command automatically proceeds to the cross
section step.
When using more than one path or cross section, each path curve must be a
continuous set of tangent elements or edges. For example, if you define a path curve
using a profile or sketch, the elements must be tangent at their connect points (A).
Note
The path curve does not have to be tangent for a swept protrusion constructed
with a single path and a single cross section.
Path sequence
When using more than one path curve, the order in which you select the path curves
can affect the shape of the feature.
A swept feature is allowed to deviate from the first path curve you select. The
swept feature typically will not deviate from subsequent path curves. Because of
this, you can change the shape of a swept feature by changing the order that you
select the path curves.
Path selection order can also determine whether the feature is constructed
successfully, or fails to recompute properly.
In some cases, you also may want to consider constructing a loft or BlueSurf feature
instead of a swept feature. For more information, see the Comparing Swept, Lofted,
and BlueSurf Features section.
Cross Sections
For swept protrusions and cutouts, the cross sections must be closed profiles that
can be planar or non-planar and you can place them anywhere along the path. For
swept surfaces, the cross sections can be open or closed.
You do not have to define the start point for a cross section that is a periodic element.
When you add new cross sections, the system adds them after the existing cross
sections, regardless of their physical orientation with respect to the path curve and
existing cross sections.
When you modify an existing swept feature by adding new cross sections, you can
use the Cross Section Order dialog box to define the cross section sequence to be
used when the feature is constructed. For example, you can specify that the feature
is constructed using cross section (1) first, then cross section (3), and finally cross
section (2).
For new swept features constructed in version 18 or later, you can use the Sweep
Options dialog box to set options that give you additional control over the shape of
the feature. You can use the dialog box to set options that control section alignment
with respect to the path curve, face merging, and face continuity.
For swept features that are constructed with only one path curve and one cross
section, there are also options available which allow you to define scale and twist
properties for the swept feature.
Section Alignment
The Section Alignment options allow you to control how the faces defined by
cross section curves are oriented with respect to the path curves. Depending on
the input curves, some options may provide better results. If one option does not
give you the result you want, experiment with the other options.
For example, using the same input sketches, different results are achieved by
changing the Section Alignment option from Normal (A) to Parallel (B). In this
example, the bottom path curve P1 was selected first. Notice that the feature
deviates from the path curve when using the Normal option with this set of
sketches, but does not deviate from the path curve when using the Parallel
option.
Face Merging
The face merging options allow you to specify whether or not faces on the feature
are merged. Specifies the face merging option you want. You can specify that
faces are not merged (A), fully merged (B), or merged only along the path (C).
This can be seen more easily if Part Painter is used to change the surface color.
If you change the face merging options on a swept feature after downstream
features that depend on the original faces are constructed, the downstream
features may not recompute properly.
Face Continuity
The face continuity options allow you to specify the degree of continuity between
adjacent segments within a swept feature.
Scale
The scale options allow you to specify that the cross section of the swept feature
is scaled as proceeds along the path curve. Values greater than 1 increase the
size of the feature, and values less than 1 decrease the size of the feature.
The examples below illustrate (A): no scale, (B): start scale of 1 and an end scale
of 1.5, (C): start scale of 0.5 and an end scale of 1.5.
Twist
The twist options allow you to specify that the cross section of the swept feature
is twisted as proceeds along the path curve. You can specify twist based on
the number of turns over the length of the feature, number of turns per unit
of length, or by start angle and end angle. You can also specify whether the
twist is applied in a clockwise or counter-clockwise fashion by enter positive
or negative values
The examples below illustrate (A): no twist, (B): 0.25 turns over the length of the
feature (clockwise), (C): –0.25 turns (counter-clockwise).
When you select a locking axis (A), the cross section profile and resultant surfaces
maintain a fixed relationship with the plane that is normal to the locking axis
direction, which is constant (B). With no locking axis specified, the cross section
profile and resultant surfaces maintain a fixed relationship with the plane normal to
the path, which varies (C). In this example, you could also use the vertical line (D)
in the cross section profile to define the locking axis.
Note
The path cannot be parallel to the lock axis at any point.
When working with models that require complex or free-form geometry, such as those
with multiple paths and cross sections, you may want to experiment with swept,
lofted, and BlueSurf features, and compare the results. Depending on the input
geometry and options you set, one feature type may you give more desirable results
than the other. The following outlines the major differences between these features.
• Swept features must always have at least one, but not more than three path
curves. They can have one or more cross sections.
• Lofted features must have at least two cross sections. They can have no guide
curves, or one or more guide curves.
• BlueSurf features must have at least one guide curve and one cross section, or
at least two cross sections and no guide curves. You can also create new guide
curves and cross sections dynamically within the command by intersecting a
BlueSurf feature with a plane.
For more information, see the Constructing Lofted Features Help topic.
Lofted features are constructed by extruding two or more cross sections to construct
a feature.
Similar to the swept commands, you can define the cross sections by:
• Drawing a profile
• Selecting edges
You can also use a curve, known as a guide curve, to define a path between the cross
sections of the loft. The end condition options allow you to control the shape of the
loft feature where it meets the first and last cross sections.
Because loft features are often used to define aesthetic elements in a model, you may
want to experiment with different settings to achieve the results you want.
Note
You can construct a loft feature with the BlueSurf command that contains
only one cross section and one guide curve.
The loft feature is associative to the input elements, regardless of the element type
you use to define the cross sections and guide curves.
If you use sketches, you can only select elements from one sketch for each cross
section. You cannot combine elements from a sketch with edges to define a cross
section.
When working with loft features that have many cross sections and guide curves,
you should consider drawing sketches first, rather than drawing the profiles as you
construct the feature. This approach can make it easier to construct and edit the
feature.
Cross Sections
The cross sections must be closed when constructing a lofted protrusion or lofted
cutout, but they can be open when constructing a lofted surface or a BlueSurf feature.
As you define each cross section, you must select the start point for non-periodic
cross sections. You define the start points (A), (B), (C) by positioning the cursor
over a vertex when you select each cross section. Defining appropriate start points
allows you to prevent or control twisting. In some cases, mismatched start points
can result in failed features.
Closing Lofts
When constructing a lofted feature with three or more cross sections, you can
specify whether the feature closes on itself using the Closed Extent option,
available on the command bar during the Extent Step.
Guide Curves
Guide curves (A) (B) allow you to control the shape of a lofted or swept surface
between the cross sections. You can use a sketch, the edge of an adjacent surface, or
a curve that has been projected onto a surface as guide curves.
The shape of a lofted surface with the same cross section elements changes
depending on whether there are no guide curves, one guide curve, or more than
one guide curves.
When you use a sketch as a guide curve, you can edit the sketch to change the shape
of the feature.
• Guide curves may extend beyond either end of the loft. The loft will begin
and end at the end cross sections.
• Guide curves can meet in a single point on the first or last section. They
cannot meet at interior sections.
End Conditions
You can control end conditions, the shape of the loft feature where it meets the first
and last cross sections, with several options. The options available for defining end
conditions depend on the type of element you selected to define the cross section.
For example, if you want to be able to control the tangency of a BlueSurf feature with
respect to an adjacent surface, use an edge on the surface as the cross section rather
than, for example, the sketch that was used to construct the adjacent surface.
Some end condition options add variables to the variable table, which you can then
edit to control the shape of the feature.
You can construct helical features with a cross section that is parallel to the helix axis
or perpendicular to the helix axis. The steps for the two options are slightly different.
With the Parallel option, the command bar guides you through the following main
steps:
Step 1: Axis & Cross Section Step—Define the plane or sketch for the helix axis
and cross section . Within this step you can define the axis and cross
section sketch.
Step 2: Draw Axis and Cross Section Step—This step is automatically activated
when you define the reference plane for the helix. When editing a helix,
you can select this step to edit the helix axis and cross section profile.
Step 5: Extent Step—Define the depth of the feature or the distance to extend
the profile to construct the feature.
With the Perpendicular option, the command bar guides you through the following
main steps:
Step 1: Axis Plane or Sketch Step—Define the plane or sketch for the helix axis.
Step 2: Draw Axis Step—This step is automatically activated when you define
the reference plane for the helix axis. When editing a helix, you can
select this step to edit the helix axis.
Step 3: Cross Section Step—Define the plane or sketch for the helix cross section.
Step 4: Draw Cross Section Step—This step is automatically activated when you
define the reference plane for the helix cross section. When editing a
helix, you can select this step to edit the helix cross section.
Step 6: Extent Step—Define the depth of the feature or the distance to extend
the profile to construct the feature.
For both options, when you have finished defining the path, cross section,
parameters, and extent of the helix, the last step is to preview and finish the feature.
Note
When constructing parts with industry standard threads, you should typically
use the Hole or Thread commands, not the Helical Protrusion or Helical
Cutout commands.
Helical features require significantly more memory to construct and display in
part documents, and take significantly longer to process in a drawing view.
You should only use helical features where the actual shape of the helical
feature is important to the design or manufacturing process, such as with
springs and custom or unique threads.
The Protrusion, Cutout, and Extruded Surface commands allow you to apply draft
angle or crowning to the faces on the feature that are defined by profile elements.
You define draft or crown properties for a feature using the Treatment Step on
the command bar. The No Treatment, Draft, and Crown buttons available in the
Treatment Step allow you to specify which treatment option you want to use.
Note
You cannot define both draft and crown parameters for a single feature.
Lesson review
1. What profile types are valid for constructing a base protrusion?
2. What profile types are valid for constructing secondary features (after the base
feature is modeled)?
5. In what way does the Through Next option affect an extruded protrusion?
6. When you create a revolved protrusion or a revolved cutout, what can you use for
an axis of revolution?
Overview
This activity demonstrates the process of creating a revolved protrusion.
Objectives
You will create a simple part to become familiar with the workflow.
In this activity you will:
• Learn to define a profile plane.
• Shade a view.
Activity
Step 1: Create a new Traditional ISO part file.
On the Home tab, in the Solids group, choose the Revolve command
After the plane is selected, Solid Edge displays a profile view with
the selected reference plane parallel to the window. The cross hairs
in the center of the window are the edge view of the other two
reference planes.
Step 3: The next step in creating the model is to draw a 2-D profile that
represents the cross-section of the revolved protrusion.
Draw the profile shown in the illustration.
Step 4: The next step in creating the revolved protrusion feature is the extent
definition.
Note
Notice the command bar shows that the Extent Step of defining
the revolved protrusion is active. The extent can be defined by
dynamically dragging the profile to the correct position, typing an
angular value in the Angle box, or by clicking the Revolve 360
button.
Note
The command bar shows that the feature is complete. Although
this activity does not demonstrate it, you could go back to a
previous step on the command bar to change the plane, profile,
or extent.
Step 6: Save the file. The initial save of a file provides an opportunity to define
part properties.
Click the Save command.
Activity Summary
In this activity you learned how to create a revolved protrusion by defining both a
profile and an axis of revolution. The reference planes were hidden to better show
the finished feature.
Overview
This activity demonstrates how to construct solid models using sketches. The
sketches you will use to construct the individual features of the solid model are
provided.
Objectives
In this activity you will:
• Use the Extrude command.
Activity
Step 1: Open bracket02.par. Notice that this file contains a sketch. Use this
sketch to construct two protrusions. This will demonstrate how a single
sketch can be used to create multiple features.
Step 2: Use the Extrude command to construct the base feature of the part.
Rather than draw the profile of the protrusion, include elements from
an existing sketch.
In the Solids group, choose the Extrude command.
When the Include Options dialog box is displayed, set the options
shown in the illustration and click OK.
Step 3: The elements included from the sketch do not form a valid profile. The
elements must be modified. Trim an element and apply relationships
to create the final shape.
In the Draw group, choose the Trim command.
Select the bottom portion of the circle. The full circle is trimmed to
an arc with its endpoints connected to the two angled lines. Notice
that only the element included in the profile is trimmed. The original
circle in the sketch remains intact.
Step 6: Construct another profile using the same sketch. Use the same profile
plane used in the previous feature.
Choose the Extrude command.
In the Sketch Step, select Last Plane. This uses the same reference
plane specified for the previous protrusion feature.
When the mouse button is released, the trim completes. Notice that
the Link symbol on the two vertical lines moves.
Step 9: The two protrusions are complete. Turn off the display of the sketch to
show only the finished part.
Click the Select Tool, and then right-click in an open space of the
model window. The shortcut menu shown in the illustration is
displayed.
Click Hide All®Sketches to turn off the display of the sketch you
used to construct the protrusions.
Step 10: Save and close the file. This completes the activity.
Activity Summary
In this activity you learned how to create features from sketch geometry. Because
the geometry is associative, changes in the sketch will also change the features
that are derived from the sketch.
Activity
Step 1: Open loft.par. This file contains sketches and curves that will be used to
model the part.
On the Home tab, in the Solids group, choose the Loft command
Select the sketch (labeled base sketch) at location (1) shown for the
first cross-section.
Select the sketch (labeled top sketch) at location (2) shown for the
second cross-section.
Note
It is important to select the cross-sections at start locations
where a twist will not be introduced in the geometry (or
self-intersecting results). If this condition occurs, the following
error message displays.
Note
The result shown above used the default end-condition of
“Natural”. This is where the cross-sections are connected
using a linear vector.
Click Preview and then click Finish. Notice the results [(A) Normal
to section, (B) Natural].
Step 3: Add guide curves to further control the overall shape of the lofted
protrusion feature. Edit the definition of the lofted protrusion completed
in the previous step.
Turn on the display of curves. In PathFinder, click the check box
on the curves named side curve 1, mirrored side curve 1, side
curve 2 and mirrored side curve 2.
Click the Select tool and then select the protrusion in the part
window.
Select each curve and then click the Accept button. Select and accept
only one curve at a time. The right-mouse button or <Enter> on the
keyboard can also be used to accept the guide curve.
Notice how the shape of the loft protrusion follows these guide
curves. Dynamically rotate the model to better observe the shape.
Click Finish.
Step 4: Continue to refine the loft protrusion shape by editing the guide curves.
When one curve is edited, the curve on the opposite side will adjust
automatically because it is a mirrored (associative) element.
Click the Select tool.
Select the green dot on the curve. This will be the edit point on
the curve.
Type 25 in the dX: field and press the <Enter> key. This moves the
edit point 25 units in the positive X direction and 0 units in the Y
and Z direction. The edit is made when the Enter key is pressed.
Each time the Enter key is pressed after this point will apply a move
again of the values displayed in the ribbon bar delta fields.
Select the green dot on the curve. This will be the edit point on
the curve.
Type -25 in the dY: field and press the <Enter> key. This moves the
edit point 25 units in the negative Y direction and 0 units in the X
and Z direction. The edit is made when the Enter key is pressed.
Step 5: Open sweep.par. This file contains sketches and curves that will be used
to define swept protrusions.
The curves provided were created using the project curve onto
surface command. This command will not be covered in this course.
These will be the trace curves for the swept feature. Lines, arcs,
curves, etc. can be used to define the path trace for the sweep.
On the Sweep Options dialog box, click the Single path and cross
section option. Click OK.
Click the Accept button (or right-click) to accept the trace curve.
The cross section select step is now active. Select the sketch as
shown for the cross section.
Hide the curves and sketch. Right-click in the part window and click
Hide All ®. Curves. Click Hide All ®. Sketches.
Activity Summary
In this activity you learned how to create both a swept protrusion and a lofted
protrusion. To better manage the geometry, sketches were used to define the cross
sections to be swept and lofted. Guide paths were used to control the transition of
geometry between cross sections.
Lesson summary
• In Solid Edge, you construct solid models by first creating a base feature and
then adding and removing material from it.
• Features that add and/or remove material from the base feature are called
secondary features.
• Profiles and sketches determine the shape of base and secondary features.
• Open profiles and sketches simplify feature construction. Open profiles and
sketches capture design intent very effectively.
• Existing profiles or sketches can be copied and pasted in the part file. Only
profile dimensions are copied. No dimensions that use reference planes as
dimension locations are copied.
6 Profile-based features
Drawing profiles
Drawing profiles is part of the feature construction process. When you select a
profile-based feature command, the command bar first guides you to define a plane
to draw the profile on, and then displays a view oriented to the profile plane so that
you can draw the 2D geometry easily.
Note
For more information about 2D drawing in Solid Edge, see the Drawing 2D
Elements topic.
Solid Edge makes it possible for you to design as you draw. Profile modifications
are automatically reflected in the feature to which the profile belongs. Solid Edge
drawing tools make the process of drawing profiles fast and accurate.
After you gain experience, you can set the Do Not Create a New Window - Use the
Active Model Window option. When you set this option, the performance of Solid
Edge is improved, since a new window does not have to be created.
When you set the Do Not Create a New Window - Use the Active Model Window
option, you can also set an option that specifies whether the active model window is
reoriented to the profile plane. If you do not want to reorient the window, you can
clear the Orient the Window to the Selected Plane option.
Validating profiles
Each type of profile-based feature has a set of requirements for the type of profile
geometry it can use. For example, a protrusion that is the base feature must have a
closed profile, but subsequent features can have open or closed profiles. When you
finish drawing a profile, or accept a profile you select from a sketch, the feature
command checks to make sure the profile is valid for the feature type. If the profile
or sketch used to create the feature is invalid, the Profile Error Assistant dialog
box displays a description of the profile error. When you move the cursor over the
description, the element containing the error highlights in the Profile window.
You can click the error description to select the invalid element and zoom to the
element, delete the element, change the color of the element, change the element to
construction geometry, or save the geometry as a sketch or failed feature. You can
make corrections to the profile and then click the Validate button to re-validate the
profile. If the profile is valid, you are returned to the next feature creation step. If
the profile still contains errors, the description list is updated to display any errors.
You can also save the profile as a failed feature or sketch. Construction and reference
elements are ignored during profile validation.
Undoing profiles
At some point, you may make modifications to a profile that are undesired. At this
point, you do not want to finish the profile, since closing the Profile window implies
you are satisfied with the profile and want to continue with the feature creation.
The Undo All command lets you reset the profile to the state it was in when you
entered the Profile window. You can then close the profile window without saving
any unwanted changes to the profile.
Importing profiles
You can paste 2D sketches with relationships, dimensions, and variable expressions
from Solid Edge Part and Draft documents into the Profile window. You can also
copy profiles onto the Clipboard from the Profile window and paste them into the
Draft environment.
Saving profiles
You can use the Save and Save All commands to save a profile when creating or
editing a profile feature.
When you save a profile during the initial creation of a feature, the feature is
saved as a failed feature. If you save a profile during a feature creation and then
delete all profile elements and attempt to finish the profile without creating the
feature, the feature is listed in PathFinder in a rolled back state. If you cancel
the command before completing the feature, the feature is deleted. If you exit the
file without saving, and then reopen the file, the feature appears in PathFinder
as a failed feature. If you save when exiting the file, you will have to delete the
feature the next time you open the file.
If you save a profile that would fail profile validation during feature creation,
then make corrections to the profile, and then finish the feature, the feature is
listed as a good feature in PathFinder. However, if you exit without saving the
profile, and reopen the file, the feature appears as a failed feature in PathFinder.
If you save a profile when you are editing a feature that was previously created
and saved to a file, the feature appears as a failed feature. The feature is then
treated like a failed feature. If profile validation occurs when you exit a profile
after saving the profile, you will be prompted to save the profile as a failed
feature and the feature will appear as a failed feature in PathFinder.
Cut Command
Constructs a cutout by extruding a profile along a straight path. You can use this
command to create simple circular holes, but for counterbore or countersink holes,
use the Hole feature command.
Note
When constructing a cutout using more than one profile, all the profiles must
be closed.
When constructing cutout features, you can also apply draft angle or crowning to the
faces on the feature that are defined by profile elements. For more information, see
the Applying Draft Angle and Crowning to Features Help topic.
Hole command
Constructs one or more holes. You can use the Hole command to construct simple,
threaded, tapered, counterbored, and countersunk holes.
When you select the Hole command, the command bar guides you through the
following steps:
Step 1: Plane Step—Define the profile plane.
Step 2: Hole Step—Define hole parameters and position one or more hole circles.
Hole types
The Type option on the Hole Options dialog box allows you to define the type of hole
you want. Solid Edge allows you to construct several types of holes:
• (A) simple holes
You can only define one type of hole for a single hole feature. To construct a different
type of hole, you must construct another hole feature.
The options available on the Hole Options dialog box change, depending on the type
of hole you specify. For example, when you set the Threaded option, new options are
displayed, which allow to specify the thread type you want.
Threaded holes
You can specify a straight thread, a standard pipe thread, or a tapered pipe thread
when you set the Type option to Threaded. You can also specify standard or straight
pipe threads when you set the Type option to Counterbore or Countersink.
For threaded holes, the size of the hole in the solid model matches the minor thread
diameter listed in the Holes.txt file or PipeThreads.txt file for the thread size you
selected. For example, when you construct a M24 x 1 metric threaded hole, the hole
diameter in the solid model will be 22.917 millimeters, as this is the minor thread
diameter listed for this thread in the Holes.txt file.
A different face style is used to indicate that a hole is threaded. The Color Manager
command provides an option to define the Face style for Threaded Cylinders. The
default value for the Threaded Cylinder option is the Thread style. With the Thread
style, you can also use the Rendering tab on the Format View dialog box to specify
whether a photo-realistic texture is applied to threaded features in a shaded view.
Hole profiles
You do not manually draw profiles for hole features. You use the Home tab®Solids
group®Hole Circle command and the Hole Options dialog box to define the hole
parameters, then position one or more hole circles that Solid Edge draws for you.
The hole circle is a graphic representation of the hole parameters, which means that
you do not need to add dimensions or relationships that define the hole size. If
you place a dimension on the hole circle to define its size, the dimension is placed
as a driven dimension.
You can add dimensions and geometric relationships to define the location of the
hole circle. If you add a geometric relationship to the hole circle that inadvertently
attempts to constrain the size of the hole circle, a message is displayed to warn you
that you are trying to over-constrain the profile.
Hole patterns
You can place more than one hole circle when constructing hole features. A hole
feature with multiple profiles is treated as a user-defined pattern, similar to other
pattern features. For example, you can use a user-defined pattern of holes in a part
to place an pattern of bolts in an assembly.
Hole extents
Solid Edge allows you to use several extent types when constructing holes:
• Through All
• Through Next
• From/To Extent
• Finite Extent
The extents that are available depend on the type of hole you are creating. Simple
holes, counterbore holes, countersink holes, and threaded holes support all four
extent types. Tapered holes support only the Finite Extent option, but you can define
a finite extent length that exceeds the thickness of the part.
With counterbore holes, if you use the Finite Extent option, you define only the
hole extent. The counterbore extent is defined by the Counterbore Depth value
you specify on the Hole Options dialog box. With the From/To Extent option, the
counterbore extends from the profile reference plane to the "From" surface. The hole
extends from the profile reference plane to the "To" surface.
V bottom angles
When you construct a hole using the Finite Extent option, you can use the V Bottom
Angle option to specify whether the bottom of the hole is flat or V shaped.
When you set the V Bottom Angle option, you can also type a value for the bottom
angle. The angle you specify represents the total included angle. You can also specify
how the finite depth value is measured.
You can specify that the depth dimension is applied to the flat portion of the hole
where the V bottom angle begins (A), or that the hole depth dimension is applied
to the V bottom of the hole (B).
Lip command
Creates a lip or groove on a part. You can specify whether material is added to form
a lip, or removed to form a groove. The cross section shape cannot be changed. Only
the dimensions that control the size of the rectangular cross section can be modified.
Selecting edges
The first step in adding a lip or groove feature is to specify which edges to add it to.
You can select the edges individually, or you can select a chain of edges. The edges
must be connected.
All mounting bosses constructed as part of the same feature must have the same
parameter settings, such as boss diameter, number of stiffening ribs, draft angle and
so forth. You define the parameters for a mounting boss feature using the Mounting
Boss Options dialog box. For mounting bosses with different parameters, construct
another feature.
Note
You do not manually draw a profile for a mounting boss. You specify the
properties you want using the Mounting Boss Options dialog box, then
position the profile using the Mounting Boss Location command.
You can also save the parameters you have defined for the mounting boss profile and
recall them later using the Mounting Boss Options dialog box.
Note
You do not manually draw a profile for a mounting boss. You specify the
properties you want using the Mounting Boss Options dialog box, then
position the profile using the Mounting Boss Location command.
Rib command
Constructs a rib by extruding a profile. The Direction and Side steps allow you
to control the shape of the rib.
Constructing ribs
When you select the Rib command, the command bar guides you through the
following steps:
Step 1: Plane or Sketch Step—Define the profile plane for the rib or specify that
you want to use an existing sketch.
Step 2: Draw Profile Step—This step is automatically activated when you define
the reference plane for the rib. When editing a rib, you can select this
step to edit the rib profile.
Step 3: Direction Step—Define the direction you want to project the profile to
form the body of the rib.
Step 4: Side Step—Define the side to which you want to offset the profile to
form the thickness of the rib.
Note
By default, all ribs are offset symmetrically. If you do not want the
rib offset symmetrically, click the Side Step button, and define the
side of the profile you want to offset.
Vent command
Constructs a vent. You construct a vent feature by selecting elements from a single,
existing sketch. The sketch defines the exterior boundary element (A), ribs (B), and
spars (C) for the vent feature. The exterior boundary must be a closed element and
cannot pass through any surfaces on the design model. The ribs and spars can be
open or closed elements.
You can use the Vent Options dialog box to define rib and spar properties, such as
thickness, depth, draft and rounding properties. You can also specify whether the
ribs or spars extend past the opening created by the boundary element, and whether
the ribs or spars are offset from the entrance surface.
Note
You must have both a solid body and a sketch in a Part document before you
can construct a vent feature.
The cylindrical radius value of the top and bottom faces of the ribs and spars is
determined by the values you enter in the Vent Options dialog box for the rib and
spar properties for Offset and Depth.
Property Rib Spar
Thickness 8 mm 5 mm
Extension 8 mm 3 mm
Offset 2 mm 6 mm
Depth 8 mm 5 mm
For example, the top face of the rib has a radius value of 123 millimeters because
an offset value of 2 millimeters was specified for the top face of the rib. The radius
value of the bottom face of the rib is determined by the values for the Offset and
Depth property. In this example, the bottom face of the rib has a radius value of 115
millimeters (125 - (8+2)). Similar results are shown for the top and bottom faces on
the spar (119 mm and 114 mm). Also notice the rib extension value of 8 mm.
Draft angle for a vent feature is defined relative to the sketch and extent direction
for the feature. For the following vent feature, the sketch (A) is positioned above the
part, and the extent (B) is defined downward toward the part. The red faces on the
ribs and spars are then considered outside faces, and the draft direction was defined
as outward, which adds material.
The web network is constructed perpendicular to the profile plane. The web material
thickness is always applied symmetrically on both sides of the web profile. This
differs from the Rib command, which allows you to specify a material side for a rib.
When constructing complex web networks using the Extend Profile option, the
results can be affected by connect relationships on profile element vertexes. For
example, when no connect relationship is applied between the vertical profile line (A)
and the horizontal line, the corresponding web is extended to the edge of the part.
You can also specify that draft is added to the faces on a web network feature that
are perpendicular to the profile plane.
Objectives
You will construct a revolved protrusion and then you will add cutouts and secondary
protrusions.
In this activity you will use the following commands to create profile-based features:
• Revolve
• Extrude
• Cut
• Revolved Cut
• Parallel Plane
• Profile
• Mirror
• Fillet
• Include (w/offset)
• Trim
Activity
Step 1: Open bell.par.
Step 2: Create a revolved protrusion using the sketch provided with the file.
On the Home tab, in the solids group, choose the Revolve command
In the part window, select the sketch and then, click the Accept
button.
Click Finish.
Step 3: The sketch and axis of revolution are no longer needed. Turn off their
display.
Type 82.5 in the Distance box and press the <Enter> key.
Move the cursor to the bottom right of the window, and click to define
the location of the new parallel reference plane.
In the Draw group, use the Line command to draw the profile shown.
Draw the profile with the same dimensional values and relationships
shown below. Notice the vertical relationship between the midpoint
of the vertical reference plane and the center of the profile arc.
Note
Within the line command, press A on the keyboard or click the
arc option on the ribbon bar to enter arc mode. Once the arc is
placed, the command reverts back to line mode. When in arc
mode, notice the intent zones available for arc placement.
Move the cursor so that the arrow points as shown and click. This
will add material to the inside of the profile.
Note
Notice the side step on the ribbon bar. When an open profile
is used, the side of the profile to add material to must be
specified .
Move the cursor so that the arrow points as shown and click.
On command bar, click the Through All extent option. Position the
arrow as shown to remove material in both directions.
Click Finish.
On command bar, click the Smart option and then click the Accept
button.
Click Finish.
Step 7: Remove material from the middle of the part using a closed profile.
Draw the profile. Connect the midpoint of the top line segment to
the vertical reference plane (A).
Click the Through All extent option. Position the arrow as shown to
remove material in both directions.
Click Finish.
Type 10 for the radius and then click the Accept button.
Step 9: Add a revolved cutout to the part. To create this cutout, you will include
and offset an existing part edge.
On the Include Options dialog box, set the Include with offset option
and click OK.
Select the arc shown, and on the command bar click the Accept
button.
Click inside the arc to accept the offset. Notice that the system
places a dimension between the offset element and the arc from
which it is offset.
Trim away the lines and arc to produce the following profile shape.
If a mistake is made, click Undo on the Main toolbar and repeat
the step.
Step 10: Save and close the file. This completes the activity.
Activity summary
In this activity you learned how to create a base feature and then construct
additional features to complete the part. The include command used existing
geometry which made the features associative. Because the geometry is associative,
it will respond predictably to modifications. An open profile in the Revolved Cut
command was used to show that the profile adjusts itself to intersect the face of the
protrusion it is cutting.
Overview
This activity covers some of the specialized features available in Solid Edge, and you
will use them to finish the plastic part model shown. Refer to online Help for more
information on any command used in this activity.
Objectives
In this activity you will learn to place vent, web network and lip features.
Activity
Step 1: Open cover01.par. Add treatment features to this part.
On the View tab, in the Orient group, choose the Rotate command
.
On command bar, type 180 and then press the <Enter> key. Click
Close to dismiss the Rotate ribbon bar.
Step 3: Use the Thin Wall command to remove material from the interior of
the part.
Specify the face (shown in gray in the illustration) as the open face
and click Accept.
Step 4: Add a vent feature to the part. The model contains a sketch called vent
sketch to use to construct the feature.
In PathFinder, right-click on vent sketch and click Show.
In the Solids group, choose the Vent command on the Thin Wall
drop down list.
In the Vent Options dialog box, set the thickness and depth of the
ribs and spars as shown and click OK.
Select the chain shown to define the boundary for the vent and then
click the Accept button.
Define the ribs. Select the 13 vertical elements (A) shown for the rib
definition and then click the Accept button.
Define the spars. Select the 5 horizontal elements (B) shown for the
spar definition and then click the Accept button.
Select the side shown for the extrusion direction. The vent feature
may take a few seconds to process.
Click Finish.
Step 5: Add a web network to the part. The model contains a sketch to use to
construct the feature.
To display the sketch for the web network feature, in PathFinder
show the sketch named rib network sketch.
On the Thin Wall drop down list, choose the Web Network command
On command bar, click the Select from Sketch option and set the
Select filter to Single.
Select the three elements shown and click the Accept button. The
line end-points do not have to connect to the edges of the model. The
Web Network command will extend these segments automatically.
Notice that these three lines do not connect to the edges of the model.
For the Direction Step, specify the thickness of the web network
and how the sketch elements are thickened to form the ribs. In the
Thickness box, type 5 mm and press the <Enter> key. Make sure
the Extend Profile and Extend to Next options are set.
Step 6: Place another web network feature on the other end of the part. Use
the Mirror Copy Feature command.
Choose the Rotate command.
Click the Z axis. Type –90 for the rotation angle and then press the
<Enter> key. Click Close.
On the Mirror drop down list, choose the Mirror Copy Feature
command .
Select the web network feature shown and then click the Accept
button.
Select the reference plane shown as the plane to mirror the feature
about.
Click Finish.
On the Thin Wall drop down list, choose the Lip command .
For the Select Edge Step, select the inside edge of the thin wall as
shown below and click the Accept button.
For the Direction Step, define the size of the profile and how it is
oriented with respect to the edge. Type 3 for the width, and type 5
for the height.
This profile changes position as the cursor moves. Position the profile
into the part as shown in the illustration below, so that it will remove
material, and click.
Activity summary
In this activity you learned how to create a vent feature in a molded part. You
learned how to place a web network and mirror the features. The Lip command was
used to place a lip around the edge of the molded part.
7 Treatment features
Treatment features
You construct treatment features by applying face and edge treatments, such as
drafts, rounds, and chamfers to the part.
• A round feature applies a constant or variable radius to one or more part edges
or blends between two faces.
Round command
Rounds the edges of a part. You can use a constant rounding radius, a variable
radius, or a combination of the two. You can also create a blend between edges,
faces, or a combination of the two.
To construct a simple draft feature, you first define a draft plane, then select the
faces you want to draft, and finally you define the draft angle and direction.
• 2 Setbacks
If you want to apply different setback values to different edges, you must construct
separate chamfer features for each chamfer size.
You can construct thin wall features inside, outside, or symmetrically about the
original surfaces of a solid. You can construct thin wall features with or without open
faces. You can make all walls the same thickness, or apply different thicknesses to
individual walls.
Thicken command
Thickens a part by offsetting one or more faces. You can use this command to
construct a solid from a construction surface or to modify an existing solid. Instead of
editing one or more features, you can use the Thicken command to add the necessary
material to the solid model, and achieve the same result in less time.
Note
A Thicken feature can be the base feature of a model.
Rather than create a solid from a construction surface, it is often easier and faster to
create the mid-plane of the desired model and then use the Thicken command.
You construct thicken features by selecting the faces you want to offset, then specify
the offset direction by positioning the cursor relative to the selected faces. When
you add a thicken feature to a solid model, the faces adjacent to the face you are
thickening are modified, but the other faces are not affected. For example, when you
thicken the planar face (A), the faces that touch the thickened face are extended, but
the face at the bottom of the cutout (B) maintains its original position.
The combination of the inputs should always result in a closed volume. This volume
is formed by collecting all of the input faces, including the offset of thickness faces,
open faces, and capping faces.
Capping faces
You can construct thin region features with or without capping faces. A capping face
can be a face or construction surface that defines how you want to cap the thinned
region.
You can use a capping face with or without an offset. When you specify a capping
face with no offset, the face is extended to cap the bottom of the thin region.
When you specify a capping face with an offset, the bottom face is offset a defined
distance to cap the bottom of the thin region.
3. Capping Faces Step—Select any faces you want to use to cap the thin region.
4. Unique Thickness Step—Select any faces you want to apply a unique thickness
to, and define the unique thickness.
5. Finish Step—Process the input and preview the feature. Since the open faces,
capping faces, and unique thickness steps are optional, you can preview the
feature any time after the common thickness step.
Note
A thin region tutorial is available to assist you in learning how to use this
command. To access this tutorial, on the Help menu, click Tutorials.
Threaded Features
When constructing part and assembly features in Solid Edge, you can use the Hole
and Thread commands to define threaded features.
The Holes.txt and Pipethreads.txt files determine which thread sizes are available.
Options are available to control whether threaded features are displayed simply or
realistically in a shaded view.
When creating drawings, you can set the thread depiction standard to control how
straight and tapered threaded features are displayed.
Note
For internal threaded holes, you should use the Hole command whenever
possible. For external threaded features, such as threaded rods, shafts, and
external pipe threads, you should use the Thread command.
Although you can use the Thread command to construct internal threads, there are
several advantages to using the Hole command:
• You can construct multiple threaded holes using one feature.
• It is easier to define the thread size using the Hole command because you define
the hole size and thread size in one operation, rather than two operations.
When constructing external threaded features using the Thread command, you can
also define an offset value for the start end of the thread. The offset value you specify
will be graphically displayed in drawing views in the Draft environment.
By default, the files are located in the Solid Edge Program folder. You can instruct
Solid Edge to look for these files in a different folder, including a folder on another
machine on the network. On the File Locations page on the Options dialog box,
select the Hole Size File or Pipe Threads File entry, then click Modify. On the Browse
dialog box, specify the drive and folder containing these files. After specifying the
location, click Update.
Note
If you edit the Holes.txt or Pipethreads.txt files, save a copy of these files
before you uninstall Solid Edge.
Thread families
There is a thread family column in the Holes.txt and Pipethreads.txt files, which
organizes threaded features into families of threads that have similar characteristics.
This allows you to change the nominal diameter of a threaded feature and then
have the appropriately sized thread characteristics automatically applied. For
English threads, family names for UNC, UNF, and UNEF have been defined in
the Holes.txt file.
You can also define new thread families for your company. Each family can only have
one entry for each diameter. For example, for the UNC Family, you cannot have two
entries with the same nominal diameter or internal diameter.
For example, to add a Rd 24 x 1/8 metric straight pipe thread to an external cylinder,
the cylinder diameter must be exactly 24 millimeters, which matches the nominal
diameter for this thread in the Pipethreads.txt file. To add the Rd 24 x 1/8 metric
straight pipe thread to an internal cylinder, the cylinder diameter must be exactly
21.142 millimeters, which is the internal minor diameter for this thread in the
Pipethreads.txt file.
Note
If the cylindrical face diameter does not match a value in the Holes.txt or the
Pipethreads.txt files, the Thread Type list on the Thread command bar will be
blank and a warning message is displayed when you click the Finish button.
• For external threaded features, if you placed a driving dimension on the sketch
circle for the cylindrical protrusion feature, you can edit the diameter using
the Variable Table.
When editing the nominal diameter of a threaded feature using the variable table, if
the new diameter matches an entry for the same thread family, the thread properties
for that size will be automatically applied.
For example, if the original threaded hole was defined as a .50 nominal diameter
hole with a 1/2–13 UNC thread, and you edit the nominal diameter in the variable
table to .75, a 3/4-10 UNC thread will be automatically applied.
If you want to apply a 3/4-16 UNF thread instead, you must edit the feature using
the command bar.
You can use the Hole command to construct internal, tapered pipe threads. When
you set the Type option to Threaded on the Hole Options dialog box, you can set
the thread type to Tapered Pipe Thread.
To learn the different ways you can create and align text profiles, see these Help
topics:
• Text Profile command
When placing the text onto a curved surface, you must place the text profile as a
sketch, then project the text onto the surface using the Wrap Sketch command
or the Project Curve command.
You can then create a protrusion or cutout using the projected curves with the
Normal Protrusion or Normal Cutout commands.
The Normal Protrusion and Normal Cutout commands are not profile-based. To
construct a normal protrusion or cutout on a curved face, you must first project
a sketch onto the surface. To project the sketch onto the surface, you can use
commands such as the Wrap Sketch or Project Curve commands.
You can then use the wireframe elements to construct the feature you want.
Boolean Operations
Lesson review
1. Name some of the treatment features covered in this section.
3. What is the difference between common thickness and unique thickness in the
Thin Wall command? Which one is required?
4. Why must you identify a plane when using the Add Draft command?
7. How do you control the setback angle and distance (think position) when using
the Chamfer command?
9. What tool do you use to manage the display and the editing of design features,
sketches, and reference planes?
10. When re-ordering a feature, how high in the feature tree can you move a feature?
11. When you delete a parent feature, what happens to a treatment feature?
Overview
In the following activity you will construct the computer mouse base shown in the
illustration. This activity reinforces the feature construction techniques you have
already learned, and it introduces new treatment features.
Objectives
In this activity you will learn how to:
• Construct a solid model with holes, cutout, and draft.
Activity
Step 1: Create a new Traditional ISO part file.
On the command bar, click the Coincident Plane option, and select
the reference plane shown.
Use the reference plane used to create the base feature. On command
bar, select the Last Plane option.
On command bar, click the Finite Extent option, and in the Distance
box type 8.
For the Draft Plane Step, select the bottom face as shown.
For the Select Face Step, select one side face of the mouse base. All
side faces of the mouse base should highlight. The default Select
option is set to Chain which selects all chained faces not parallel
to the draft plane.
Type 10 in the Draft Angle field, and click the Accept button.
Note
You can specify different draft angles for multiple faces in the
Select Face Step. If no other faces are to be drafted, click Next
to leave the Select Face Step.
Click Next.
For the Draft Direction Step, orient the direction as shown so that
the draft is applied outward, and then click.
Click Finish.
For the Select Step, identify the edges to round. On command bar,
in the Select box, click the Chain option. This lets you select a
connected chain of edges with one click.
Select the chain of edges around the bottom face of the part as shown.
Use the default parameters. Skip the Round Parameters Step. Click
Preview and then Finish.
Use QuickPick to select the bottom face to define the draft plane
as shown.
Select the chain of faces that form the sides of the cutout. Click once
to select the three faces that are tangent to each other, and click once
more to select the remaining face.
Type 2 in the Draft Angle field and click the Accept button.
Click Next.
Click Finish.
Step 11: Use the Thin Wall command to remove the interior material from the
part.
Choose the Thin Wall command.
For the Open Faces Step, select the top face of the part and the top
face of the cutout as the open surfaces.
You can apply unique thickness to faces of the part. To skip this step,
click Preview to process the thin wall. Click Finish to complete the
feature placement.
Step 12: Add a cutout to remove material from the top of the mouse base.
Right-click in the part window and click Show All ® Reference
Planes.
Choose the Cut command, and select the reference plane shown.
For the Side Step, position the cursor as shown in the illustration
and click.
On command bar, set the Extent to Through All. Position the cursor
so that arrows point from both sides of the profile and click.
Step 13: Add another cutout. Since the part has been thin walled, the additional
cutout will not be thin walled unless it is constructed before the thin wall
step. The following steps demonstrate how to go back in the creation
process to a point before the thin wall had been applied and place
another cutout.
Change display to Visible and Hidden Edges.
Click Close Sketch and project the cutout upward 5 using the Finite
Extent option.
Click Finish.
Note
Since this cutout was placed before the thin wall feature, use
the GoTo command to apply the thin wall to the new cutout.
On the Mounting Boss command bar, click the Parallel Plane option.
On the command bar, click the Mounting Boss Options button and
set the Mounting Boss Options as shown and click OK.
Click Finish.
Step 15: Save the document and close the file. This completes the activity.
Activity summary
In this activity you learned how to add draft to some of the faces of a molded part. You
learned how use the GoTo command to insert a feature at a desired location within
Feature Pathfinder. You learned to place bosses using the Mounting Boss command.
Overview
This demonstration covers the procedure of embossing text characters onto a simple
model of a casting.
Demo
Step 1: Open support.par.
Step 2: To emboss text on a part, create a sketch containing the text profile.
On the Tools tab, in the Insert group, choose the Text Profile
command .
In the Text dialog box, set the values as shown. In the Text box,
type ACME MFG. and click OK.
Click Finish.
Step 3: Use the Cut command and the text sketch created in the previous step
to remove material from the part.
Choose the Cut command.
Click below the profile to extend the text into the part.
Demo summary
In this demonstration you learned how to create and add embossed text to a part.
Overview
This activity uses the treatment feature commands covered in this lesson. This
activity is advanced and it might take a while to finish. There is a stopping point in
the activity where the instructor can decide to continue or finish later. Pay careful
attention to the instructions and illustrations.
Objectives
In this activity you will model a machined part that includes cutouts, rounds,
patterns, mirror copied features, ribs, lip and holes.
Activity
Step 1: Open a new Traditional ISO part file. Save the file as machine01.par.
Draw the profile and center the profile at the intersection of the
default reference planes.
Extrude the profile 50 mm below the reference plane and click Finish.
Select the Coincident Plane option and orient the plane as shown.
For the Extent step, on the command bar, select the Through All
option and click the direction as shown.
Click Finish.
Step 4: Create a second cutout on a side face created by the cutout in step 3. The
cutout will look like the one shown.
For the profile plane, select the right surface shown using the
Coincident Plane option on the command bar.
For the Side step, position the cursor so the arrow points to the inside
of the profile, as shown, and click.
For the Extent Step, on the command bar, click the From/To Extent
button. Make the depth of the cutout from surface A to surface B.
Click Finish.
Step 5: Mirror the cutouts created in the previous two steps about reference
plane C. Using this reference plane, which lies at the center of the part,
ensures that the two cutouts are mirrored symmetrically on the opposite
side of the part.
In the Pattern group, on the Mirror drop down list, choose the Mirror
Select the two cutout features in PathFinder and click the Accept
button.
Click Finish.
Step 6: Create a cutout using two profiles created in a single profile step. This
allows removing or adding material of a complex shape in a single step.
Choose the Cut command.
Draw and dimension the two profiles as shown. The top and bottom
lines are coincident with the part edges. Notice that lines A and B
have equal relationships applied.
For the extent step, click the Symmetric Extent button and type
108 in the Distance field.
Click Finish.
command .
On the command bar, type 3 and position the cursor so the parallel
plane is placed below the top face and click.
Draw the rib profile. Looking down from the top of the model, the
profile endpoints are connected to the cutout edges.
Click Finish.
Step 8: Create a groove around the top inside edge of the part. Use the Lip
command. Use this command to add material to create lips or remove
material to create grooves.
On the Thin Wall drop down list, choose the Lip command .
Select the four edges shown and then click the Accept button.
On the command bar, type 4 for the width and 3 for the height. Use
the Zoom command to adequately see this rectangle. This rectangle
defines whether material will be added to create a lip or removed to
create a groove. Position the rectangle as shown to create the groove.
Click Finish.
In the Distance box, type 40 for the extent and position the cutout
into the part.
Click Finish.
Step 10: Construct a hole at the rear of the cutout you created in the previous step.
On the command bar, click the Hole Options button. Type 6.35 for
the Diameter, select the Finite extent and Hole Depth of 8. Click OK.
Click Finish.
Step 11: Create another cutout on the part. This cutout will surround the circular
cutout created earlier.
Choose the Cut command.
Click the Finite Extent button, and type 3 in the Distance field.
Position the cursor so that material is removed from the part and
click.
Click Finish.
Type 3 in the Radius field, and then click the Accept button.
Step 13: Add a series of holes to the surface created by the rectangular cutout.
Choose the Hole command.
Click the Hole Options button and set the options as shown. Click
OK.
Place four holes as shown (B). Center the holes on the rounds you
created in the previous step. The dashed line around the hole profile
indicates a threaded hole.
Click Finish.
Step 14: Create a pattern of features. Pattern the five features, which include
the circular cutout, single hole, square cutout, rounds, and series of
four holes.
Choose the Pattern command and on the command bar, click the
Smart option.
Define the pattern profile by selecting the first point in the center of
the small hole and then position the rectangle as shown.
Click Finish.
Step 15: Use the Protrusion command to add material in the corner of the part. It
will serve as a boss for the model.
Choose the Extrude command.
For the extent step, on the command bar, click the Through Next
button. Position the cursor so that the material is added below the
profile as shown and click.
Click Finish.
Step 16: Apply a round to the material added in the previous step.
Choose the Round command.
Type 3 in the Radius field, and then click the Accept button.
Click the Hole Options button and set the options as shown. Click
OK.
Position the cursor so that the extent is defined as shown and click.
Click Finish.
Step 18: Mirror the features created in the previous steps. These include the
rectangular boss, round, and hole.
Choose the Mirror Copy Feature command.
Select the reference plane shown as the plane to mirror the features
about.
Click Finish.
Select the reference plane shown as the plane to mirror the features
about.
Click Finish.
Note
In order to save class time, you may STOP at this point. The
remainder of the activity covers adding more rounds and holes.
Save the file at this point and finish later.
Step 20: Add rounds to more of the interior edges of the part.
Choose the Round command.
Click the Hole Options button. Type 6.35 for the hole diameter and
click OK.
Click Finish.
Step 22: Close and save the file. This completes the activity.
Activity summary
In this activity you modeled a machined part that included cutouts, rounds, patterns,
mirror copied features, ribs, lip and holes. In this activity, non profile based features
were used to more efficiently model the machined part.
Lesson summary
For best results, add treatment features to your model as late as possible in the
design process. In particular, it is preferable to round edges after constructing
thin-walls. If a draft is critical for positioning other features, construct the draft just
before you construct the other features. Although you can construct a treatment
feature at any time, in complex models, treatment features can have a significant
effect on the time required to update the part. Non-critical drafts can complicate the
display of the part in orthogonal views.
8 Reusing features
It provides alternate ways to view the features, besides looking at the part in the
graphics window, and allows you to change the way the part is constructed. The
feature viewing capabilities are especially helpful when you are working with a
model that someone else constructed—you can see exactly what they did, and locate
the feature responsible for any aspect of the part that you want to change.
Using PathFinder
You can use PathFinder for the following operations:
• Selecting features, reference planes, sketches, construction surfaces, and
coordinate systems.
Note
You can use the PathFinder Display commands on the shortcut menu to
control whether reference planes, sketches, construction surfaces, and
coordinate systems are listed within PathFinder.
Selecting features
When you position the cursor over an item in the PathFinder list, the corresponding
feature highlights in the graphics window. To select a feature, click the left mouse
button.
You can select multiple features in PathFinder by holding the Ctrl key while selecting
the features individually. You can use the Shift key to select all the features between
the first and the last features selected. To deselect a feature from a list of multiple
features, hold down the Ctrl key and select the feature to drop from the select set.
Reordering features
PathFinder allows you to drag a selected feature to a different position in the list. As
you drag, PathFinder displays an arrow to show where you can move the feature. If
the change invalidates other features, they are placed on the Error Assistant dialog
box. You can use the Errors command on the Tools tab to display the Error Assistant
dialog box to find and fix the problems.
A child feature cannot be moved above its parent feature. For example, you cannot
move a round higher in the feature tree than the edge it was placed on. The round
cannot exist ahead of the feature it modifies.
You can then construct a new feature as if you had originally constructed it at that
point in the part modeling process.
To return the model to its completed state, select the last feature in PathFinder,
then select the GoTo command again.
Deleting features
To delete a feature in Feature PathFinder, first select the feature, and then press the
Delete key. You can delete multiple features by selecting them with the Shift key. If
the deletion invalidates other features, they are placed on the Error Assistant dialog
box. You can use the Errors command on the Tools tab to display the Error Assistant
dialog box to find and fix the problems.
You can also delete a feature by right-clicking the feature and choosing Delete on
the shortcut menu.
Renaming features
By default, Solid Edge provides names for every feature you create. You can change
this name before finishing the feature, or you can change it later.
To rename a feature later, right-click the feature whose name you want to change and
choose Rename on the shortcut menu. Type the new name in the PathFinder tab.
Creating a group for a set of PathFinder entries helps to consolidate long feature
trees and can make it easier to locate, select, and manipulate a set of PathFinder
entries as a unit. You can include any type of PathFinder entry in a group, such as
reference planes, sketches, and features. You can also create nested groups.
You define a group using the Group command on the shortcut menu when a
contiguous set of entries is selected. You can use the Rename command on the
shortcut menu to rename a group entry.
You can also ungroup a previously defined group using the Ungroup command on
the shortcut menu.
To get more information about the problem, select the feature. A message that
describes the problem is displayed in the PromptBar. You can use the Edit Profile
option on the Select Tool command bar to display the dimensions, geometric
relationships, and profile components for the feature. You will notice that some
profile elements, such as the profile line, two dimensions, and the vertical
relationship, are displayed in the Failed color.
Note
You can set the Failed color using the Options command on the Applications
menu.
Profile errors occur when changes in one feature make it impossible to successfully
recompute other subsequent features. In this example, when the base feature on
this part was modified, portions of the profile for the cutout feature could not be
updated properly.
Before the modification, there were dimensions and relationships between a linear
edge of the base feature (A) and a linear segment of the profile used for the cutout
feature. During the modification, that linear edge was replaced with an arc (B),
which invalidated some of the dimensions and relationships that were controlling
the cutout profile. The cutout profile could not be updated without additional
information, so it was left alone. As a warning, a gray arrow was displayed in
PathFinder next to the feature that depends on the out-of-date profile.
To repair the cutout profile, you can delete the affected dimensions (A) and geometric
relationship (B), then reapply them. You do not need to replace the profile line. As
you apply the new dimensions and relationships, any profile elements displayed in
the Failed color should update to the Profile color.
This option can be useful when a design change to one or sketch feature results in
relationships being removed from another sketch or feature. For example, sometimes
when you delete or modify a feature, dimensions or geometric relationships on other
features are automatically deleted.
If the child document with the broken link is viewed from Revision Manager, the
missing Part Copy will be highlighted in red to indicate the broken link.
InSolid Edge, you can use the Errors command to evaluate the problem, and fix it.
For example, to repair the broken link for a part copy feature, you can select the part
copy feature in PathFinder, then redefine the link to the parent document using
the Edit Definition option on the Error Assistant dialog box. When you click Edit
Definition, the Part Copy command bar is displayed, and you can use the Select Step
button to browse to the parent document to redefine the link.
In Revision Manager, you can redefine the broken link using the Replace command.
Note
You should use Revision Manager to avoid breaking document links when
copying, moving, or renaming data sets that are associatively linked.
Renaming features
Renaming features can make it easier to communicate with other users about your
parts. For example, renaming a protrusion feature "Mounting_Pad_1" makes it
easier to tell another designer which feature should be used for placement when
the part is positioned in an assembly.
To rename a feature, first select it in a graphics window or in the PathFinder tab.
Right-click to display the shortcut menu, and then click Rename. Type the new
name you want within PathFinder.
Suppressing features
A suppressed feature is not displayed in the graphic window and does not recompute
when a feature it references is modified. The feature will recompute if it is
unsuppressed later.
The symbol in PathFinder indicates whether a feature is suppressed. Suppressed
features cannot be selected in the graphics window—use PathFinder to select them.
The Suppress and Unsuppress commands are on the shortcut menu.
You can also suppress and unsuppress a feature using the Variable Table by adding
a suppression variable to the variable table using the Add Suppression Variable
command on the shortcut menu when a feature is selected. If you link this variable
to an external spreadsheet, you can also suppress the feature using the spreadsheet.
Feature playback
The Feature Playback tab displays controls for playing back the feature construction
process like a movie. You can use the Play button to show the entire construction
process from start to finish.
The playback proceeds from one feature to the next at the specified time interval. You
can stop the playback at any time. You can start the playback at any feature—click
the name of the feature you want to start with, or drag the slider.
Reusing Features
When constructing a part it is often helpful to reuse existing features. Reusing an
existing feature can make it easier to finish a model more quickly, or to duplicate a
complex feature more accurately.
You can use the following methods to reuse features:
• Cut, copy, and paste features
Pattern features
You construct a pattern feature by copying a parent element in a rectangular,
circular, or mirror arrangement, or along a curve. The copies are associative to the
parent element. When you change the size or shape of the parent element, the copies
update. You cannot change the copies directly.
When patterning part features, the parent element for a pattern can contain more
than one part feature. For example, you can pattern profile-based features, such
as a protrusion (A), and a hole (B), and treatment features, such as a round (C),
in one operation.
The parent element is included in the occurrence count for rectangular patterns,
circular patterns, and patterns along curves. For example, if you construct a 4 by 3
rectangular pattern of holes (four holes in the x direction and three holes in the y
direction) the resulting pattern feature contains the parent feature and eleven copies.
a large number of features, a fast pattern will process in a few seconds, where a
smart pattern may take several minutes.
• The Fast option processes significantly faster than the Smart option, but it
cannot be used if any members encounter different geometry than the feature
being patterned or mirrored. If a fast pattern or mirror fails, simply select the
Smart option and recompute the feature.
• The Smart option takes longer to process, but can handle more cases. The Smart
option can be used when individual members encounter different geometry than
the feature being patterned or mirrored.
Fast example
You should use a fast pattern when the patterned features modify the same set
of faces as the original features. The pattern of cutouts shown modifies the
same two faces on the part as the original cutout feature. A fast pattern is the
best choice here.
Smart example
Use a smart pattern where fast patterning is not feasible. You should use a
smart pattern when the patterned features modify a different set of faces than
the original feature. The pattern of cutouts shown modifies a different set of
faces than the original cutout. A fast pattern will not work in this situation, a
smart pattern should be used.
When creating pattern and mirror features, if the Fast option is not feasible, a
message is displayed, and you can set the Smart option.
When editing features, if the surrounding geometry changes in a way that causes
the Fast option to fail, a warning symbol is displayed adjacent to the pattern feature
in PathFinder. You can then edit the pattern feature, and set the Smart option.
Note
The Fast and Smart options are not available when patterning edges, surfaces,
and design bodies.
Mirroring features
You can mirror one or more features with the Mirror Copy Feature command. To
mirror features, select the features you want to mirror, then define the plane about
which you want to mirror. The mirror plane can be a reference plane or a planar face.
If you want to mirror treatment features, such as rounds and drafts, you should
include the parent features in the selection set to ensure complete success.
Mirroring elements
You can mirror and copy edges, surfaces, or an entire part about a plane you select
with the Mirror Copy command.
This can be useful when working with axi-symmetric parts, because you can model a
portion of the part, then mirror it to complete the model. If the mirror copy touched
the original, the two pieces are automatically combined.
Alternately, mirroring chamfer (D) about reference plane (E) to chamfer edge (F)
would fail because the parent edges are not symmetric about the reference plane. In
this situation, you could add the treatment feature using the Chamfer command or
by creating a reference plane at the midpoint of the two edges.
In an assembly, you can pattern assembly features, which allows you to modify two
or more parts in one operation.
You can suppress individual pattern members to define gaps in a pattern to avoid
other features.
Patterning elements other than features is useful when constructing models that use
freeform surfaces. For example, you can construct a lofted surface, then construct
a circular pattern of the lofted surface.
Steps
The basic steps for defining a pattern feature are:
• Select the geometry to pattern.
When constructing a pattern, you can also specify whether the pattern is a fast
pattern or a smart pattern using the Fast and Smart options on the command bar.
You can set these options at any point while creating or editing a pattern.
For more information on smart and fast patterns, see the following Help topics:
• Pattern Features
The Select option allows you to specify what types of elements you want to pattern.
To pattern one or more surfaces or edges (model topology) that are part of a surface
or solid body, you can set the Single or Chain option. To pattern one or more features,
such as a cutout or protrusion, set the Feature option. To pattern a curve, surface, or
solid body, set the Body option.
The name in PathFinder indicates whether you constructed a pattern using features,
design bodies, or model topology (surfaces or edges).
Patterning part and sheet metal features
You can select part and sheet metal features before or after starting the Pattern
command. You can select the features in the graphic window or in PathFinder.
You can select profile-based features or treatment features, but special rules
apply when patterning a treatment feature by itself.
When working with large or complex patterns, however, you may find it easier to
construct the pattern if you draw the pattern profile so that it is aligned with the
parent elements.
Note
You can only reuse pattern profiles that were drawn as sketches.
Rectangular patterns
You can construct rectangular patterns with the following placement options:
• Fit
• Fill
• Fixed
Fit example
With the Fit option, you specify the number of occurrences in the x and y
directions, and the height and width of the pattern. The X Spacing and Y
Spacing values on the command bar are calculated automatically, are read-only,
and are not required to be whole numbers.
For example, you set the Fit option and then specify an X Count of 4, a Y Count
of 3, a Width of 96, and a Height of 48.
The X Spacing between each occurrence is calculated automatically by dividing
the Width by 3 (the X Count minus 1), for a result of 32. The Y Spacing is
calculated automatically by dividing the Height by 2 (the Y Count minus 1)
for a result of 24.
Fill example
With the Fill option, you specify the x and y spacing, and the height and width of
the pattern. The X Count and Y Count values on the command bar are calculated
automatically, are read-only, and will always be whole numbers. The Fill option
fills the area, but does not place the last row or column if the theoretical X or Y
Count value is not a whole number.
For example, you set the Fill option and then specify an X spacing of 33, a Y
spacing of 24, a width of 96, and a height of 48.
The X Count is calculated automatically by dividing the Width by the X Spacing,
then adding 1. Since the result in this example is 3.9, which is not a whole
number, there is not enough room for the fourth occurrence, so the X Count
is automatically rounded down to 3.
The Y Count is calculated by dividing the Height by the Y Spacing, then adding
1. The result in this example is 3, which is a whole number, so there is room for
the third occurrence.
Fixed example
With the Fixed option, you specify the number of occurrences in the x and
y directions, and the x and y spacing. The Width and Height values on the
command bar are calculated automatically, are read-only, and are not required
to be whole numbers.
For example, you set the Fixed option and then specify an X Count of 4, a Y
Count of 3, an X Spacing of 32, and a Y Spacing of 24.20.
The Width is calculated automatically by multiplying the X Spacing times 3 (the
X Count minus 1), for a result of 96.
The Height is calculated by multiplying the Y Spacing times 2 (the Y Count
minus 1), for a result of 48.40.
When you place dimensions on the pattern profile placed using the Fixed option,
the dimensions are driven, since the height and width values are calculated from
the values you enter for the spacing and number of occurrences.
Circular patterns
You can construct partial or full circular patterns.
When drawing the pattern arc or circle, you specify a center point (A), a start point
(B) and a direction (C).
The center point defines the center of the pattern arc or circle and also defines the
axis of rotation for the feature you are patterning.
The start point defines the radius of the pattern circle. The physical size of the
pattern circle has no impact on the pattern you are placing.
The direction controls whether the pattern occurrences are copied in a clockwise
or counter-clockwise direction.
You can construct circular patterns with the following placement options:
• Fit
• Fill
• Fixed
The Fit and Fill options are available with both partial and full circular patterns.
The Fixed option is only available when placing partial circular patterns.
Fit example
With the Fit option, you specify the number of occurrences, and the radius of the
pattern circle. If you specify a partial circular pattern, you also specify the sweep
angle of the arc. The angular Spacing value on the command bar is calculated
automatically, is read-only, and it is not required to be a whole number.
Fill example
With the Fill option, you specify the angular spacing, and the radius of the
pattern circle. If you specify a partial circular pattern, you also specify the
sweep angle of the arc. The Count value on the command bar is calculated
automatically, is read-only, and will always be a whole number.
The Fill option fills the area, but does not place the last occurrence if the
theoretical Count value is not a whole number, and the product of the angular
Spacing times the Count minus 1 exceeds 360° for full circular patterns.
For example, you can create a full circular pattern with an angular Spacing of
47°, and still have a total of 8 occurrences in the pattern, since 7 times 47 equals
329. The angular spacing between the last occurrence and the parent feature
will be 31°.
Fixed example
With the Fixed option, you specify the you the number of occurrences, the
angular spacing, and the radius of the pattern circle. The Sweep value on the
command bar is calculated automatically, is read-only, and it is not required
to be a whole number.
You can change how the pattern is constructed by redefining the reference point. For
example, you can move the reference point to the center occurrence (C).
Staggered patterns
By default, rectangular pattern members are aligned with each other along both
axes. With the Rectangular Pattern Stagger Options dialog box you can stagger
rows or columns by a given value.
You can individually select occurrences to suppress, or drag the cursor to fence any
number of occurrences.
This option is useful for when you need to define gaps in a large pattern, for example,
to leave space for another feature.
You can also redisplay suppressed pattern occurrences with the Suppress Occurrence
button. Click the button and then select the suppressed occurrences you want to
redisplay.
When you delete a pattern occurrence, the software is actually suppressing the
corresponding x symbol on the pattern profile. Deleting, rather than suppressing,
an occurrence can be useful when working with large or complex models, because
you do not have to enter the profile window to suppress the occurrence. To restore
the deleted occurrence, you can use the workflow for redisplaying suppressed
occurrences.
• When patterning features, if the Fast option fails, click the Smart option on
the command bar.
• To copy features that are not profile-based, they must be completely defined
within a profile-based feature that is in the selection set. For example, you
cannot copy the rounds shown, unless you also copy the protrusion.
Pasting features
The Paste command allows you to insert features at a specified location. When you
paste features, the new feature reuses many of the characteristics of the original
feature, such as its profile and extent. But you must define some parameters for the
new feature. For example, you must define a profile plane for the new feature, and
define new edges for any dimensions that reference external edges.
When you paste the feature, a command bar and the Feature Set Information dialog
box are displayed to guide you through the placement process.
The Feature Set Information dialog box lists the required and optional elements
you must redefine. For example, to paste the cutout feature, the profile plane is a
required element (A), and the dimensions that reference external edges are optional
elements (B) (C). Optional elements can be defined when you paste the feature, or
you can skip them and redefine them by editing the feature later.
Pasted features are placed in the current position of the modeling sequence, as
defined in PathFinder. For example, if you have used the Go To command in
PathFinder to return to an earlier stage in the part modeling process, the feature
is inserted at the Go To point.
Note
You can also copy and paste features by dragging them from PathFinder and
dropping them into the graphic window.
Copying and pasting features uses a similar workflow as the feature library
capability in Solid Edge. For more detailed information on the rules and guidelines
for reusing features as they apply to features libraries, and copying and pasting
features, see the Feature libraries Help topic.
Feature libraries
You can use many of the features used for modeling in Solid Edge in a similar
fashion in other designs. The Feature Library page provides a place for you to store
commonly used part and sheet metal features in an easy to access location so you
create new designs with less effort and more consistency.
For example, you can construct a cutout feature in one part, store the feature in a
feature library location you define, then reuse the feature in a new part later.
Note
• Define custom prompts and notes for the library member using the Feature Set
Information dialog box.
A simple example
To create a new member in a feature library, select a feature (A), use the Copy
command to copy the feature to the clipboard, and then use the Paste command
on the Feature Library page shortcut menu to add the new library member to
a Feature Library folder (B).
When you paste the feature into the Feature Library page, the Feature Set
Information dialog box is displayed so you can review the required and optional
elements of the new library member, define custom prompts, and add notes for
the library member elements. This is discussed in more detail later.
The feature library stores each member you add as an individual document and
the software assigns a default document name.
Selecting features
You can select features in the application window or on the PathFinder page.
You can store a single feature in a library or you can store several features as
a unit. To store multiple features as a unit, hold the Ctrl or Shift keys when
you select the features.
When storing a single feature, only a profile-based feature is valid. When storing
several features, the lower-most feature in the feature set must be a profile-based
feature. Subsequent features can be profile-based or treatment features.
You can redefine the dimension edges when you place the library member, or you
can skip the dimensions and redefine the dimension edges by editing the feature.
This is discussed in more detail in the later in this topic.
When you drop the member into the application window, the feature creation process
starts, similar to when you create a feature from scratch. A command bar and the
Feature Set Information dialog box are displayed, so you can define the required and
optional elements for positioning the library member on your model.
You also can select a different reference plane placement option using the
Create-From Options list on the command bar.
For coincident and parallel reference planes, you can reorient the profile for the
library member by defining a different x-axis for the profile plane. For example,
when defining a coincident profile plane, you can use the N key on the keyboard
to select the next linear edge as the x-axis. When the profile is oriented properly,
click to position the library member.
After you define the profile plane and profile orientation, the profile is positioned
on the face, and the Feature Set Information dialog box updates to the next
element in the list. If dimensions that reference external elements are in the
list, the first dimension is displayed in the graphic window so you can redefine
the external edge.
You can then select an edge for the next dimension (A), and the profile updates
again (B). If this is the last element in the Feature Set Information list,
the completed feature is displayed in the graphic window. The value of the
dimensions reflects the original dimension value when you defined the library
member.
If this is the only copy of the library member you want to place, you can click the
Close button to close the dialog box. If you want to place another member, you
can click the Repeat on the command bar.
If you place another library member on the same face as the original member,
you will likely want to avoid placing both copies directly on top of one another. If
you select the same edges for the dimensions that reference external elements,
the second member will be placed directly on top of the first member. This can
cause the feature to fail, but you can fix it by editing the dimensions for the
feature later.
You can also avoid this by not selecting an edge for one of the dimensions during
placement of the library member. For example, you can skip the 12 millimeter
dimension shown (A), by clicking the next row in the Feature Set Information
dialog box (B).
The next dimension is then displayed in the graphic window (A). In this case,
you can select the same edge (B) as the first member. The profile and feature
are placed on the face, and the dimension you skipped is displayed in the failed
color (C) to indicate that it needs to have its external edge defined. You can
then close the dialog box and edit this feature to define the dimension edge
and edit its value.
2. Select the failed dimension you want to reattach (A). The dimension handles
are displayed (B) (C).
3. Position the cursor over the appropriate dimension handle (A), then drag the
handle over the edge (B) to which you want to attach the dimension. Notice
that the dimension value updates to reflects the current distance between the
external edge and the profile element (C).
• Driving dimensions that reference edges outside of the select set are captured as
part of the library member definition.
• Geometric relationships that reference edges outside of the select set are not
captured as part of the library member definition.
• When you place a library member, a command bar and Feature Set Information
dialog box allow you to place the profile-based features onto reference planes
you select.
• A library member can contain suppressed features. When placed, the features
remain suppressed.
• Library members that use a sketch profile as input are allowed as long as a
feature exists on the same face as the sketch. Dimensions that reference edges
outside of the select set are not captured when using sketches.
• The library member can not contain external dependencies other than
dimensions. For example, you can not use edges of the model that are not
included in the select set to orient a reference plane that is used to create one of
the features for the library member.
Using the Part Copy command, you can construct a mirror-copy that updates when
the original part is changed. You can also add features to the copy independently
of the original part, and still maintain an associative link to the base part you
started with.
The Part Copy command is also useful when working with in-process parts. For
example, you can insert a part copy of a machined part into a new document, and
then add the additional material required for constructing the casting.
You can create a copied part using the following file types as input:
• Solid Edge Part (.par)
• DirectModel (.jt)
Note
The .jt file is not supported as an input type in a Teamcenter-managed
environment.
For more detailed information about working with part copies, see the Part Copy
command Help topic.
• DirectModel (.jt)
Note
The .jt file is not supported as an input type in a Teamcenter-managed
environment.
The part copy functionality also allows you to use a bottom-up design approach to
create and modify related parts outside the context of an assembly.
Setting options
When copying geometry from a Part or Sheet Metal document that contains multiple
solid, surface or curve bodies, you can use the Part Copy Parameters dialog box to
specify which bodies you want to copy. Select the bodies you want to copy, then click
the Apply button to display the bodies in the graphic window. You can also use the
Part Copy Parameters dialog box to add or remove bodies from the document later.
You can only copy entire bodies, not portions of bodies.
To specify whether you want the part copy to be associative, or to mirror, scale, or
flatten the copy, set options on the Part Copy Parameters dialog box.
After you complete the design of a key component (A.PSM), you can place an
associative part copy of the component into a new document (B.PSM).
You can then use the part copy to make it easier to design the new component. For
example, you can use the Include command to associatively copy edges (A) onto the
profile plane (B) to create a profile (C) for the base feature (D) on the new part.
You can also add new elements to the profile and modify the associatively included
elements by trimming them where required to create a closed profile for the base
feature.
Later, you can open the original part, make design changes, and save the changes.
You can then open the part where you used the associative part copy (A). You can
update the part copy, and the associative geometry (B) in the part updates.
Using associative design techniques not only allows you to design mating parts
more quickly, it also can ensure that related components continue to fit properly
when design changes are made.
• Manually update the part copies. You can use the Update Links command on the
PathFinder shortcut menu to manually update a part copy.
When part copies are not automatically updated, and a part copy is out-of-date with
respect to the parent document, the part copy feature is displayed on the Error
Assistant dialog box to warn you that it is out-of-date.
An out-of-date symbol is also be displayed adjacent to the part copy feature in the
PathFinder tab.
If the child document with the broken link is viewed from Revision Manager, the
missing Part Copy will be highlighted in red to indicate the broken link.
To repair the link in Solid Edge, you can select the part copy feature in PathFinder,
then use the Edit Definition button on the command bar to display the Part Copy
command bar. You can then use the Select Step to browse to the parent document to
redefine the link.
In Revision Manager, you can redefine the broken link using the Replace command.
Note
You should use Revision Manager to avoid breaking document links when
copying, moving, or renaming associative linked data sets.
Mirroring parts
When mirroring a part copy, you must specify a base reference plane to mirror the
part about. To specify the reference plane, use the Part Copy Parameters dialog box.
The selected reference plane highlights in the application window.
Scaling parts
You can reduce or enlarge the part copy with the Scale and Shrink options on the
Part Copy Parameters dialog box. You can scale the part copy uniformly, or set
different values for the x, y, and z axes.
With the Shrink Factor option, you can enlarge the part copy using a decimal value
based on the known shrink factor of the material from which the part is constructed.
This option can be useful for determining a more accurate material volume for
molded plastic parts, or for tooling construction.
Note
The value you type in the Shrink Factor box should be greater than 0.00
and less than 1.00. This value is used to update the X, Y, and Z Scale boxes
according to the following equation:
SCALEx,y,z=1/(1-shrink factor)
For example, if you type 0.01 in the Shrink Factor box, the value in the Scale
boxes will read 1.0101 and the part will be enlarged by that value.
• Open and update the flattened part copy document with the Update Link
command, then save the document
• Open and update the drawing views in the flat pattern drawing with the Update
Drawing Views command
Objectives
In this activity you will construct a solid model and create holes, chamfer, and
pattern features.
Activity
Step 1: Create a new Traditional ISO part file.
Click Finish.
Select the two short vertical edges on the front of the part as shown.
Click Finish.
Step 4: Change the chamfer option settings and add another set of chamfers
with an angle and setback.
Choose the Chamfer command.
On command bar, click the Chamfer Options button. Click the Angle
and setback option and then click OK.
Notice that after setting the Angle and Setback option, the command
bar changes to include the Select Face step.
Select the top face and then on the command bar click the Accept
button.
Click Finish.
Draw the profile. Use the Line command and toggle between the
Line and Arc modes.
On command bar, click the Through Next option, and position the
cursor to project the cutout downward.
Click Finish.
Click Finish.
Step 8: Pattern the cutout and chamfer. Since the cutout is the parent feature of
the chamfer, the cutout must be patterned with the chamfer.
Choose the Pattern command and on command bar, click the Smart
option.
Select the reference plane to place the pattern on. Use the same
profile plane that was used for the Cutout feature.
Set the Pattern Type to Fixed. Set the X count to 3 and the Y count
to 2. Type 50 for the X spacing and 45 for the Y spacing. Press the
<Enter> key.
Click the center of the arc in the bottom of the cutout to define the
start point of the pattern profile (1), and then position the rectangle
defining the pattern up and to the right (2).
Step 10: Add holes to the vertical front face of the part.
Choose the Hole command.
Click the Hole Options button and set the options shown and click
OK.
Place a hole centered over each slot. Align the holes as shown.
Click Finish.
Step 11: Save and close this file. This completes the activity.
Activity summary
In this activity you learned how to create a chamfer feature and to create a pattern
consisting of more than one feature. You used the hole command to create the
counterbored holes in the bracket.