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white paper
PLM Software
Answers for industry.
Working in both traditional and sychronous mode while using Solid Edge
Table of contents
Executive summary 1
Modeling choices for the
design engineer 2
The Solid Edge alternative
and its advantages 4
Implementing Solid Edge with
Synchronous Technology 2 8
Further reading 12
Conclusion 12
Glossary 13
Executive summary
The CAD industry continues to push the envelope offering better ways to design products. While many
applications promise productivity, the end user is often left to figure out the best way to implement new
offerings. Generally, CAD vendors offer software based on one of two technologies: history-based
modeling or explicit modeling. A few vendors offer both technologies, but only as separate systems.
However, there is a new way to combine the best of both approaches. Synchronous technology from
Siemens PLM Software provides the power and precision of history-based modeling with the ease of use
of direct modeling; it is now available in Solid Edge software. In addition, history-based design (which
this white paper will also refer to as traditional design) is still available. The difference is that both
technologies are conveniently packaged in Solid Edge as a single system. This combined packaging lets
existing users work without interruption, while leveraging new capabilities at a convenient rate. New
users can adopt either technology on the basis of their background and design process.
This white paper first reviews todays current CAD technologies and then provides an overview to
Solid Edge with Synchronous Technology 2, explaining how both new and existing users can
leverage this software by mixing synchronous and traditional parts in the same 3D CAD assembly.
The details in this white paper can be used by companies that already are using Solid Edge or by new
customers with 2D or 3D background.
1
Modeling choices for the design engineer
Synchronous
technology
History-based Synchronized Explicit
modeling solve Flexible modeling
Dimension- Procedural editing
Pre-planning features
required driven Fast edits Feature-less
Desirability
Technology
2
Offering something from each modeling choice
Most CAD vendors recognize the positive attributes of each modeling system and try to offer
comparable functionality within the confines of their chosen core technology.
The most notable feature set offered by history-based systems is direct editing (but this
capability is not necessarily available from all vendors of traditional CAD). This editing method
lets users directly edit the body or B-REP, capturing that step as another operation. While this
offers a certain degree of flexibility, the edit process sometimes becomes slower and more
complicated as edits can be made from multiple places: the original and the direct edit step.
In addition, direct editing doesnt solve all problems. For example, take a look at Figure 2.
Notice how only selected faces are moved. While this works fine for the example on the left,
the model on the right is destroyed. This bad result occurs because direct editing cant walk
around a model and solve unrelated geometry to preserve intent. It only moves whats been
selected and only can extend adjacent faces.
On the other hand explicit design systems crave parameterized design, and the best attempts
offer some dimensional edit control, but the lack of persistent dimensions and features make
edits to patterns, shells, holes and other previously defined geometry impossible. In many of
these cases, delete-then-recreate is a common practice.
A few of the more popular CAD companies are offering both technologies, but in completely
separate packages. While CAD systems are built upon a single core competency (history or
explicit), some make attempts to offer a taste of the other. The end result is that a choice still
has to be made as there is no way to work easily with both.
1
Some history-based CAD systems offer direct editing, a concept that appends operations to a history
tree that allows edits to be made directly to geometry. Direct editing only moves whats selected, as
shown in the left image, and gives the desired answer. But it fails on slightly different designs. For
example, the unselected tangent faces in the right image need to be solved in order to preserve the
design intent.
3
The Solid Edge alternative and its advantages
Solid Edge with Synchronous Technology 2 has found a unique way to offer the best of both worlds
through a combination of synchronous technology and traditional modeling. Figure 3 shows
how Solid Edge with Synchronous Technology 2 handles the design change shown in Figure 2.
Designers simply choose the primary design element (the mounting hole) and its concentric
outer face and tangent faces are preserved with or without design constraints. Solid Edge also
provides a history-based application.
Synchronous technology helps the user by reducing the need to pre-plan designs to
accommodate future use. This offers unbounded editing flexibility and performance when
adapting old designs to new requirements and it promotes data re-use by enabling designers
to edit imported parts or sheet metal models. Users get the added benefit of being able to
work with traditional history-based CAD, thereby enabling existing designs and processes to be
preserved until a switch is made. Supplying both technologies, Solid Edge enhances overall
capability and throughput. The following subsections describe how this is accomplished.
2
Taking the same example as shown in Figure 2, Solid Edge with Synchronous Technology 2 lets users
grab just the key design elements while automatically holding the design intent. Notice the adjacent
faces tip to preserve tangency. These werent selected but are automatically modified. An option is
available to break tangency if desired.
4
Figure 4 shows the interfaces for both Microsoft Word (Office 2007) and Solid Edge
(synchronous and traditional). While the applications are different in nature, menu navigation
and overall structure are virtually the same.
Figure 4: Comparing Solid Edge with Synchronous Technology 2 and Microsoft Word 3
The similarities aid experienced Solid Edge users because they adopt synchronous technology
easier once they understand the Fluent interface. Also, new users can transition into Solid Edge
faster because the user interface mimics Office 2007, which most users are already understand.
3
The upper image shows the tabbed user interface found in Microsoft Word; the middle image shows
Solid Edge with Synchronous Technology 2. The lower image is Solid Edge in traditional mode. All
are based on the Fluent style. Notice the similarities.
5
Finally, traditional and synchronous parts can be mixed and matched within assemblies to
optimize the overall design experience.
Traditional
assembly
Traditional Synchronous
part part
4
This flow chart shows how a Solid Edge assembly can be constructed from parts or subassemblies
from either traditional or synchronous technology. While this top-level assembly is based on
traditional modeling, an assembly based on synchronous modeling could have also been used.
6
Figure 6: Assembly shown in Solid Edge 5
When edits are made to parts or subassemblies during routine assembly modeling, the user
simply opens the part, and the software automatically launches the appropriate modeling
environment. This is very convenient for existing users working with traditional assemblies, as Figure 7:
Comparing before and after feature lists 6
there are virtually no changes to current methods of working. Most users are familiar with the
process: double-click a component and it opens in the modeling environment.
Being able to mix and match documents from either technology lets users continue to work on
existing projects using known methods and to migrate components to synchronous technology
6
Notice the feature tree for a traditional part
(upper image) and the equivalent after it is
when convenient. In many cases, users are encouraged to leave traditional parts and assemblies
migrated to a synchronous part. The sorting of
alone and only consider modeling new components in synchronous technology as needed.
the new feature collection puts the Hole at the
top of the list. Deleting selected features also
Bringing parts forward happens instantly.
In some cases, it makes sense to migrate existing traditional parts into synchronous technology.
Solid Edge includes a handy utility that will migrate a traditional part and its associated features
into its synchronous counterpart. For example, the feature tree becomes a feature collection
(allowing instant sorting) and certain features map to an equivalent. Similarly, holes remain
holes, but 2D dimensions found on underlying feature sketches become editable 3D driving
dimensions that are connected directly to the model.
In cases where components are migrated to synchronous mode, any associative links to the
part are maintained. A clever naming scheme used to help parts refer to one another is
preserved, so assembly relationships, such as mates and aligns, are kept, and most importantly,
dimensions applied to 2D drawings are maintained. The same document file name extensions
are retained during the migration, thus preserving any links managed by a PDM system. Also,
after the conversion, a user who opens a drawing will not see any changes, but edits to the
views (by means of its 3D sibling) can be made much faster. Figure 7 shows the before and after
of the feature list. Notice that the feature collection in synchronous technology can be sorted
by name (placing a hole operation at the top), helping users organize data however they want.
5
This is a synchronous assembly listing a mix of both traditional and synchronous components in
PathFinder. If and when a part is to be edited, a simple double-click launches the component in the
appropriate modeling environment. The software chooses the appropriate environment for the user.
7
Implementing Solid Edge with Synchronous Technology 2
To help govern the rate of adoption of synchronous technology, the template documents
(traditional or synchronous) can be hidden from use. When Solid Edge is installed at existing
customer sites, by default it shows both traditional and synchronous modeling templates, but
new users only see synchronous templates. While this was done to promote the use of the
new methods, showing both types is simple to set: click the Solid Edge start button to access
Solid Edge Options.
At the end of the day, users have total flexibility with respect to the technology they use when
developing models because both technologies can be added to the same assembly. The next
question to address is how to best implement synchronous technology.
As with any new product or version level, most companies employ an implementation plan to
smooth the process. Plans can differ significantly from company to company. This section of
the white paper discusses what product designs are best suited for traditional technology,
synchronous technology or both. It also identifies best practices for implementation.
Taken together, these considerations can be leveraged to formulate the foundation for an
implementation strategy.
8
Optimal technology usage
100%
Technology usage ratio
75%
50%
25%
0%
Traditional Synchronous
7
Companies can adopt general guidelines when deciding whether traditional or synchronous
technology should be used. These guidelines should be based on whether the assembly being
designed is for a machine or consumer product.
9
Getting your feet wet. To help users learn and understand synchronous modeling, several
built-in tutorials are available that let engineers build parts, sheet metal models and assemblies.
These tutorials are not general help files. Instead, they walk the user through the modeling
process using step-by-step immersion with the software. Synchronous technology is very
different from traditional methods, as it lets the user interact with the model directly. Some
modeling de-programming will be needed to learn this much simpler approach. The following
basic concepts should be mastered first; once understood, the rest of synchronous modeling
becomes quite natural.
The steering wheel: This graphic handle provides users with a mechanism for moving and
rotating faces, as well as dragging 2D regions into 3D features. After selecting a face or region,
the steering wheel appears and waits for the user to grab-and-move it. Users should spend
time getting to understand this capability since it is the primary way 2D and 3D geometry is
manipulated.
Live Rules: Perhaps the most different concept for existing users to understand is the Live
Rules feature. Live Rules automatically find and maintain strong geometric conditions during
a move, even in the absences of implied relationships. Users should start with some simple
test cases and experiment with various options.
3D driving dimensions: Another unique concept is that important design dimensions can
be applied directly to the completed geometry, as opposed to feature dimensions that are
only applied at a specific point in time. The power of 3D driving dimensions is immediately
understood, but being able to drive operations created early in the process is a new concept.
Consider moving supplier data to synchronous first. After the above considerations have
been mastered, users will be ready for some production work. Engineers can begin working
immediately in synchronous mode, which is very applicable to 2D. It may be easiest to start
with supplier or legacy parts. Most engineers working in 3D arent able to manipulate supplier
parts but need to, so this step can provide immediate value.
Because Solid Edge with Synchronous Technology 2 is well suited in this area, its a natural place to
start and has the least impacts on any design process. These parts can be added to a traditional
assembly using standard assembly relationships, and automatic drawings can be created. Should
an edit to the supplier part be needed, simply open it and drag geometry using the steering
wheel, or apply 3D driving dimensions to the model to change it. Meanwhile, Live Rules keep
the model looking like it should.
New users can begin working in synchronous or traditional modes, and mix and match parts
created for either technology as needed. Users coming from a history-based-system may
naturally want to work with history, but new users coming from a 2D system will most likely
want to begin modeling in synchronous technology immediately, skipping the process of
learning how to manipulate a constraint system inherited with history-based design.
10
Synchronous technology for part creation and editing. The following general guidelines
can be helpful in using synchronous technology when editing and creating parts.
The 75/25 rule. When it comes to production design and determining how much of which
technology to use, the graph in Figure 8 gives a good distribution of when to use what. If the
majority of components (75 percent or more) can be modeled and edited in synchronous
mode, then use it and use traditional methods for the remainder of the parts. Engineers
developing parts for machines are prime candidates for this category. Also, some consumer
products can fit nicely here, as often only the outside of a product is stylized (representing 25
percent or less of the parts count), and the interior components look and act like a machine.
Here, the top-level assembly and the majority of the parts can be synchronous-based. Supplier
data should always be opened in synchronous mode. Even if edits arent expected, there
should be room for exceptions and what-if scenarios. The key capability in this scenario is
being able to work in a mixed mode.
The 25/75 rule. On the other hand, if the majority of the parts are stylized, traditional
modeling methods should be used for the bulk of the parts and the remainder should be
created in synchronous technology. Here, the top-level assembly can be either synchronous
or traditional, and the rest of the parts will be traditional. Users can pen any supplier data in
synchronous mode, as edits are welcomed with this technology. Again, being able to work in
mixed mode makes this design scenario relatively seamless.
On the fence. Lastly, if the parts best suited for synchronous technology are roughly half,
synchronous modeling should be considered, but its perfectly acceptable to work in
traditional mode. Again, depending on the user persona, migrating 2D users may be better off
starting in synchronous and using traditional mode as needed. Figure 9 shows the general
makeup of an assembly based on the primary modeling usage, where the part type is the
gating factor for the modeling technology. Mixed mode combines the two in a single assembly
document.
100%
75%
50%
25%
0%
Synchronous Traditional Either
Primary modeling technology
8
Evaluating a modeling technology on the basis of its ability to best support the assemblys majority
of components enables designers to identify what primary modeling technology they should use. In
any case, the top-level assembly can be either traditional or synchronous.
11
Further reading
Conclusion
This is indeed a new day for implementing exciting new CAD modeling technology.
In the past, users had to choose one technology and use it exclusively. Solid Edge with
synchronous technology provides companies with a wide variety of options for how to utilize
the best of todays modeling worlds right now, while preserving the opportunity to implement
the new technology for the future. By letting companies work in a mixed mode while building
out all of its design capabilities in synchronous technology, Solid Edge enables existing users
to work without interruption and to migrate to synchronous modeling when convenient.
Conversely, new users can start directly in synchronous technology and use traditional methods
only when needed. Working in mixed mode, where documents from both technologies can be
seamlessly combined in the same assembly, lets all users leverage synchronous technology
at a comfortable rate.
12
Glossary
13
About Siemens PLM Software
Siemens PLM Software, a business unit of the Siemens Industry
Automation Division, is a leading global provider of product
lifecycle management (PLM) software and services with nearly
six million licensed seats and 56,000 customers worldwide.
Headquartered in Plano, Texas, Siemens PLM Software works
collaboratively with companies to deliver open solutions that
help them turn more ideas into successful products. For more
information on Siemens PLM Software products and services,
visit www.siemens.com/plm.
7/09