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SOLIDWORKS Assembly Modeling Course Overview

The SOLIDWORKS Assembly Modeling course on designandprocess.com focuses on advanced techniques for creating and managing complex assemblies within SOLIDWORKS. This course is designed to equip users with the skills to work with large assemblies efficiently, utilize advanced mating features, and perform in-context edits to streamline the design process and enhance productivity.

This course is ideal for SOLIDWORKS users looking to deepen their understanding of assembly modeling, from basic assembly creation to advanced functionalities like gear mating and assembly visualization. Whether working on small devices or large machinery, this course provides the tools and techniques needed to enhance your assembly modeling skills.

Skills Learned:

  • Master creation of advanced mates, mechanical mates, smart mates, mate references, & motion
  • Learn top-down assembly modeling to create and edit parts within context of an assembly
  • Develop strategies to manage large assemblies containing thousands of parts
  • Detail assembly drawings with callouts, manage bill of materials (BOMs), and other meta data
  • Manage versions or configurations of an assembly with different components, subassemblies, and orientations
SOLIDWORKS Assembly Modeling Training

Course Duration

3 Days  (7 hours/day)

Prerequisites

SOLIDWORKS Essentials Course

Onsite Training

Course Examples

Planetary Gear Mates
Create mechanical mates with accurate gear ratios & simulate motion
Large Assemblies
Manage large assemblies and pre-defined magnetic mates
Assembly Configurations
Different versions of designs with interchangeable components
Mate Controller
Add motion & control position of moveable assemblies
In-Context Edits
Add features and propagate to parts and create new parts within the assembly
Assembly Visualization
Manage assembly file size and troubleshoot errors and resource heavy components

SOLIDWORKS Assembly Modeling Course Syllabus

Lesson 1: Advanced Mate Techniques

  • SOLIDWORKS Assemblies
  • Assembly File Structure
    • FeatureManager Design Tree
    • Opening Assemblies
  • File References
    • File Reference Example
    • File Names
  • Solving Mates
    • Subassembly Mates
    • Find References
    • Update Holders
  • Advanced Mate Techniques
    • Mate Shortcuts
  • Case Study: Mate Shortcuts
    • SmartMate while Adding Components
    • SmartMate Cursor Feedback
    • SmartMates from Within the Assembly
  • Mate References
  • Design Library Parts
  • Capture Mate References
  • Mates with Axes and Planes
  • Sharing a Model
  • Multiple Selection Mate References
  • Multiple Mate Mode
    • Width Free Mate
  • Driven Mates
  • Using Misaligned Mates
    • Misalignment Types
  • Copying Multiple Components
    • Differences in Mating
  • Case Study: Copy With Mates
    • Using Copy with Mates
    • Copy with Mate Options
    • Investigating the Mates
  • Fixed Components
  • Summary: Inserting and Mating Components
    • Adding Components
    • Copying Components
    • Inserting and Mating Simultaneously
    • Mating Existing Components
    • Selection Aids
  • Advanced Mate Features
    • Lock Rotation
  • Case Study: Advanced Mate Features
    • The Belt / Chain Assembly Feature
    • Slot Mate Constraints
  • Profile Center Mate
    • Valid Faces for Profile Center
  • Rack Pinion Mate
  • Exercise 1: Mate References
  • Exercise 2: Profile Center Mates
  • Exercise 3: Slot Mates
  • Exercise 4: Using Copy With Mates
  • Exercise 5: Gear Mates

Lesson 2: Top-Down Assembly Modeling

  • Top-Down Assembly Modeling
  • Making Changes to Dimensions
  • Case Study: Editing and Building In-context
  • Adding Features In-context
    • Indicators of Edit Component
    • Appearance of Components While Editing
  • Inserting a New Part into an Assembly
    • Locating the New Part Component
    • Virtual Parts
  • Building In-context Features
    • Common Tools
    • Working Outside the Assembly
  • Propagating Changes
  • Saving Virtual Parts as External
    • In-Context Features
    • Update Holders
  • External References
    • Component Level Symbols
    • Feature Level Symbols
    • Out of Context
    • Putting a Part Back Into Context
  • Breaking and Locking External References
    • External References
    • External Reference Report
  • Assembly Design Intent
    • InPlace Mates
  • SOLIDWORKS File Utilities
  • Removing External References
    • Why Remove External References?
    • Editing to Remove References
  • Exercise 6: In-context Features
  • Exercise 7: Top-Down Assembly Modeling
  • Exercise 8: Removing External References

Lesson 3: Assembly Features and Smart Components

  • Assembly Features and Smart Fasteners
  • Case Study: Assembly Features
  • Assembly Features
    • Special Cases
    • Standard Assembly Features
  • Hole Series
    • Time-Dependent Features
    • Hole Series with an Existing Hole
  • Smart Fasteners
    • Fastener Defaults
    • Smart Fasteners Settings
    • Hole Series Components
    • Changes to Existing Fasteners
  • Smart Components
  • Case Study: Smart Component
    • Make Smart Component
    • Inserting the Smart Component
    • Inserting Smart Features
    • Using Multiple Features and Components
    • Using Auto Size
  • Flexible Components
    • Flexible Part Source
    • Making a Part Flexible
    • Editing Flexible Components
  • Exercise 9: Assembly Features
    • Extruded Cut Assembly Feature
  • Exercise 10: Hole Series and Smart Fasteners
  • Exercise 11: Level Assembly
  • Exercise 12: Smart Components 1
  • Exercise 13: Smart Components 2
  • Exercise 14: Flexible Parts

Lesson 4: Assembly Editing

  • Assembly Editing
  • Key Topics
    • Editing Activities
    • Design Changes
    • Finding and Repairing Problems
    • Information From an Assembly
  • Case Study: Assembly Editing
    • Component and Mate Level Errors
  • Mate Errors
    • Over Defined Mates and Components
    • Finding an Over Defining Mate
    • MateXpert
    • Grouping Mates
  • Replacing and Modifying Components
    • Working in a Multi-user Environment
    • Replacing a Single Instance
    • Mated Entities
  • Converting Parts and Assemblies
    • Parts into Assemblies
    • Assemblies into Parts
    • Parts into Parts
    • Replacing Parts with Assemblies
    • Defeature
  • Replacing Components Using Save As
  • Reloading Components
  • Component Patterns
    • Pattern Instances
    • Linear and Circular Patterns
    • Linear Pattern and Rotate
    • Pattern Driven Component Pattern
    • Chain Pattern
    • Mirroring Components
  • Exercise 15: Assembly Errors
  • Exercise 16: Mirror Component
  • Exercise 17: Using a Pattern Driven Pattern
  • Exercise 18: Using a Chain Pattern

Lesson 5: Using Configurations with Assemblies

  • Using Configurations with Assemblies
  • Case Study: Assembly Configurations
  • Creating Configurations Manually
  • Configuration Properties
  • Using the Modify Configurations Dialog
    • Modify Configurations Hide/Show Controls
  • Changing Configurations using the Context Toolbar
    • Saving Configurations
    • Information from an Assembly
  • Managing the Tree Display
  • Assembly Evaluation Tools
  • Case Study: Hole Alignment
    • Introducing:Hole Alignment
  • Controlling Dimensions in an Assembly
    • Global Variables
    • Assembly Equations
    • Dimension Names in an Assembly
    • Adding Equations
  • Creating an Equality
  • Equations With Functions
    • Equation
  • Comments
  • Sensors
    • Sensor Types and Alerts
    • Dimension Sensors
    • Dimension
    • Proximity Sensors
  • Using the Mate Controller
    • Mate Positions
  • Exercise 19: Using Modify Configurations
  • Exercise 20: Assembly Configurations
  • Exercise 21: Sensors and Assembly Equations

Lesson 6: Display States and Appearances

  • Display States
    • Stored Display States
    • Display States vs. Configurations
    • Display Pane
    • Display Pane Icons
  • Bulk Selection Tools
    • Using Selections
    • Selection Methods
    • Adding Display States
    • Renaming Display States
    • Copying a Display State
    • Copying a Display State
  • Case Study: Display States
    • Previewing Hidden Components
    • Configurations and Display States
    • Linked Display States
  • Advanced Select
  • Envelopes
    • Using Envelopes
  • Appearances, Materials and Scenes
    • Appearances Menu
    • Changing Scenes
  • Case Study: Appearances and Materials
    • Modifying Texture Maps
    • Materials
  • Exercise 22: Display States
  • Exercise 23: Display States, Appearances and Materials

Lesson 7: Large Assemblies

  • Large Assemblies
  • Key Topics
  • Assembly Loading
    • Automatic
    • Manual
  • Assembly Modes
    • Resolved
    • Lightweight
    • Large Design Review
  • Assembly Visualization
    • Visualization Properties
    • Elements of the Assembly Visualization Interface
    • Editing and Adding Columns
  • Lightweight Components
    • Opening Lightweight Components
    • After the Assembly is Open
    • Indicators of Lightweight Status
    • Best Practice
    • Comparison of Component States
  • Large Assembly Settings
  • Case Study: Large Assembly Options
  • Using SpeedPak
    • SpeedPak from the ConfigurationManager
    • SpeedPak from Top Level Assembly
  • Using Simplified Configurations
    • Suppressing Component
    • Simplified Configurations
    • Simplify
  • Automatic Assembly Loading
    • Advanced Open Options
  • Defeature
  • Modifying the Structure of an Assembly
    • Dissolving a Sub-assembly
    • Creating a New Subassembly with Components
    • Promoting and Demoting Components
    • Flexible Subassemblies
    • Using Folders
  • Envelope Publisher
  • Large Design Review
    • Edit Assembly Mode
    • Selective Open
  • Comparison of Loading, Modes, and Methods
  • Tips for Faster Assemblies
    • Appearance and Views
    • Set Options
    • Mate Considerations
  • Drawing Considerations
  • Exercise 24: Large Assembly Settings and Large Design Review
  • Exercise 25: Working with Subassemblies
  • Exercise 26: Flexible Subassemblies
  • Exercise 27: Simplified Configurations

Lesson 8: Facility Layout

  • Facility Layout
  • Publishing an Asset
    • Adding Assets to an Assembly
    • Adding a Ground Plane Feature
  • Using Magnetic Mates
    • Arrow Direction Orientation
    • Cycling Connection Points
    • Editing Assets
    • Connecting Different Assets
  • Modeling Connection Point Geometry
    • Using SpeedPak With Assets
  • Exercise 28: Assets and Magnetic Mates

SOLIDWORKS Assembly Modeling Course Schedule

SOLIDWORKS Assembly Modeling Training

SOLIDWORKS Assembly Modeling Class

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