Getting Started

with Solid Edge

Version 19

Publication Number
MU29000-E 19

Proprietary and Restricted Rights

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2006 UGS Corp.

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Produced in the United States of America.
2

Getting Started with Solid Edge

MU29000-E 19

2. Redistributions of Apache software in binary form must reproduce the above

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MU29000-E 19

Getting Started with Solid Edge

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4 Getting Started with Solid Edge

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Chapter

Welcome

Solid Edge version 19 software focuses on innovation and collaboration throughout

the value chain and addresses the needs of midsize companies. Delivering
hundreds of enhancements, Solid Edge Version 19 builds on its position as the most
cost-effective, complete and open solution for 2D and 3D design and collaboration.
UGS packs Solid Edge Version 19 with enhanced capabilities for creating, sharing
and managing design information. Hundreds of customer-requested enhancements
complement new tools for motion simulation, assembly and disassembly videos, 3D
design annotation as well as collaboration tools that take advantage of the standard
JT format. Version 19 continues to strengthen the Solid Edge position as the most
complete and open solution for 2D and 3D design and collaboration. This release also
includes major enhancements that support Solid Edge as the clear leader for sheet
metal design and manufacture. By reducing design revisions and communication
delays, Solid Edge customers enjoy better time to market and increased profitability.
With its groundbreaking Insight technology, Solid Edge became the only mainstream
mechanical system to merge design management capabilities with the CAD tools
that designers use every day. Version 19 builds on the success of Insight to set a
new standard in CAD/PDM Integration, letting customers choose from a range of
easily scalable cPDM solutions. Solid Edge Insight continues to provide proven
management capabilities for single-site, departmental teams with basic workflow
needs. A new Solid Edge integration provides seamless and transparent connectivity
between Solid Edge and the powerful Teamcenter 2005 platform, including the
newly announced Teamcenter Express solution. This new level of CAD and cPDM
connectivity ensures that all essential Solid Edge commands are encapsulated and
makes sophisticated data management functions transparent to the Solid Edge user.
Solid Edge-related data is easily captured for reuse in future projects without placing
an additional burden on the CAD user, while full scalability means customers can
grow their cPDM solution to meet growing business demands without starting from
scratch. Now customers with varying needs can take advantage of single-vendor
support for both CAD and PDM.
Full motion simulation
New motion simulation tools in Solid Edge, allow engineers to create fast,
accurate and realistic conceptual motion studies during the design phase,
animating designs to demonstrate and communicate product functionality
in real time. Version 19 offers unique capabilities to quickly and easily define
motion relationships such as: gears, pulleys, hydraulic cylinders and motors that
initiate and drive a mechanism trough its range of motion.
Gears are enhanced assembly relationships. They work by determining a
relationship (or ratio) between adjacent parts, such as gears and pulleys or
rotation to rotation. Gears efficiently solve motion between related components
without the need to define physical contact relationships.

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Chapter 1

Welcome

Motors complement gear relationships by driving designs through their range

of motion rotary or linear. Motors provide total control over direction, speed
and travel.
Animated and dynamic documentation
The new explode and motion simulation capabilities in Solid Edge Version 19
help teams communicate their design ideas, represent large complex assemblies,
and create technical illustrations in maintenance and repair manuals while
communicating clearer assembly manufacturing instructions and training videos
more easily using dynamic 3D motion files.
A new enhanced timeline automatically captures events when creating exploded
views of assemblies. Existing motion created with motors and gears provides
precise control of products of motion simulations, allowing you to create
exceptional animations and presentations. Additional camera and component
paths create more realism and clarity, including true fly-throughs. Styles,
textures and fading can be set to emphasize or deemphasize items during
animation. Pathfinder representations help manage and speed editing of motors,
gears and explode events.
Combining the new motion simulation and explode capabilities with Virtual
Studio+ enables the capture and save of photorealistic animations in standard
AVIs, so anyone can easily view your data.
Share files and improve collaboration with JT
Competing on a global stage, companies require efficient tools for exchanging
design data, even when their partners are using disparate design tools. With
over 4 million users worldwide, JT is proven technology and widely accepted
as the standard for collaboration, which allows anyone in the supply chain to
share intelligent 3D data regardless of the CAD system used to create the file.
Using JT, single parts or entire assembly files can be opened directly in Solid
Edge Version 19.
JT files contain all the important design data needed to collaborate in todays
engineering world. Different combinations of geometry information, assembly
structure and attributes allow you to share a level of intelligence with a level
of security that is appropriate to their shared projects with your OEMS and
suppliers.
Solid Edge assembly tools utilize JT in a similar manner to native Solid
Edge files, allowing placement using standard assembly relationships,
interference-checking and bill of materials reporting. With these new
capabilities, Solid Edge becomes a CAD neutral design tool with the capabilities
to build assemblies with parts originating in multiple disparate CAD systems.
Improved design reviews with 3D Annotations
With enhanced 3D annotation tools in Version 19, product manufacturing
information (PMI) is easily stored within your 3D models and assemblies. These
smart models reduce the need for drawings in design reviews and can be used for
many downstream purposes, including manufacturing.
The American Society of Mechanical Engineers standard for 3D product
definition (ASME Y14.41) legitimizes the use of 3D models for conveying PMI.
UGS has been a member of the Y14.41 committee since its inception, playing a
key role in helping define the new standard.

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Welcome

The inclusion of 3D product definition in a single digital file, which documents

everything about the product, improves productivity, ensures the 3D information
is accurate and in sync and removes the need to keep multiple documents up to
date, allowing you to create it once and use it anywhere.
PMI data is also supported in JT files and the Solid Edge free viewer,
XpresReview, giving everyone in the extended value chain controlled access to
the information included in 3D files.
Sheet Metal Design
Solid Edge Version 19 extends its lead in sheet metal design with further
enhancements to industry-leading features and workflows. Process specific
features and workflows significantly enhance productivity for sheet metal
component design, documentation and manufacturing.
Version 19 adds even more deformation features; for example, a new gusset
command for stiffening sheet metal bends, a Hem command for creating
rolled and circular profiles to remove sharp or unsafe edges from sheet metal
components, and the new contour flange enhancements that now conveniently
wrap profiles around curved edges.
More sheet metal features now aid with your manufacturing process, including
bend tables that clearly indicate the bending sequence of components, and
accurate triangulation lines for transformation pieces, such as square to rounds
or cones. Flat pattern cut sizes are automatically extracted and include built-in
warnings if the flattened component exceeds the standard sheet size.
Easy transition from AutoCAD to Solid Edge
As many companies transition from 2D AutoCAD to 3D design, learning and
maintaining multiple design systems hinders the smooth transition to the
productive world of 3D. By following UGS proven 4-step evolve to 3D process,
you enjoy a smooth workflow and a consistent, familiar look and feel to your
drawings while upgrading from 2D AutoCAD to Solid Edge shortening the
learning curve while ensuring consistency and data integrity.
True WYSIWYG (what you see is what you get) of imported AutoCAD DXF/DWG
files, including matching color schemes, fonts, styles and backgrounds, means
AutoCAD files look the same in Solid Edge as they did in AutoCAD. The
AutoCAD Import wizard provides enhanced preview capabilities (pan, zoom,
window area) to help users fine tune and predict translation results before the
translation is performed.
With these and hundreds of other new capabilities delivered with Solid Edge Version
19, you can implement a cost-effective collaborative design solution throughout your
entire value chain while enjoying the advantage of single-source support from
the PLM industry leader. These essential 2D and 3D capabilities enable OEMs
and suppliers to transform your process of innovation and get on a fast track to
the strategic benefits offered by PLM.

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Getting Started with Solid Edge

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Chapter 1

Welcome

Solid Edge Insight Technology

The procedures in this step-by-step guide do not require you
to use Solid Edge Insight. Insight invisibly integrates design
management functions within the Solid Edge user interface. At
several points within the following instruct ions, well describe
how Insight would work behind the scenes to provide product data
management without disrupting the design engineer.

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Chapter

Start Solid Edge

This Getting Started Guide is a work book. Expect to spend about an hour
completing all the procedures. When you finish, you will have discovered for yourself
why Solid Edge delivers:

MU29000-E 19

The easiest to learn and use, and the most productive mainstream CAD system
available.

Superior large assembly modeling and management.

Best in class detailing and drawing generation.

The easiest migration from 2D to 3D.

Getting Started with Solid Edge

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Chapter 2

Start Solid Edge

As you work through this booklet, you will construct the simple shaft support for
the garage door opener assembly shown in the illustration. You will learn about
assembly relationships as you place the part and the bolts that secure it in the
assembly. Along the way, you will discover other tools and see how simple and
intuitive it is to work with Solid Edge.
Finally, you will create a drawing of the assembly, including a complete parts list,
and a detailed drawing of the part you modeled.

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Start Solid Edge

Step 1:

Start Solid Edge

On the Start menu, click All Programs, click Solid Edge V19, and then
click Solid Edge.
The startup screen is displayed.

The Startup Screen

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Solid Edge has four separate document types: Parts (.par), Sheet
Metal Parts (.psm), Assemblies (.asm), and Drawings (.dft).
Solid Edge provides many tutorials to help you learn to use the
product. After working through this Getting Started Guide, you

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Chapter 2

Start Solid Edge

might find it helpful to continue learning more about the product by

working through the tutorials.
You can add links to favorite web sites, such as your corporate
web page, sites that track inter-department status, or
www.SolidEdge.com.
Many tips have been compiled to help you discover the best ways
of using the product. A new tip is displayed each time you restart
Solid Edge.
Whether you are an experienced user of other CAD systems or
a novice, you might find Solid Edge easier to learn by using the
Apprentice Mode for a while. With Apprentice Mode, additional text
is displayed in Solid Edge to help focus your attention on the parts
of the user interface that are most important to what youre doing.
Included with Apprentice Mode are:

The startup screen you see now.

Command Assistant, which clarifies commands and explains
the SmartStep workflow.
Command Finder, to help you transition from other design
systems by cross-referencing Solid Edge commands with popular
terminology from other systems.
Enhanced Command Tips to help you recognize objects and
options that you give you capabilities and choices.
Assembly documents open with all occurrences active. For
small assemblies, this makes it easier to see and work with an
entire assembly at once. Advanced users who work with large
assemblies will probably prefer to always open assemblies with
all occurrences simplified and inactive.

The startup screen is always available. At any time you can

collapse any open Solid Edge documents to access the favorite links,
commands, tutorials, tips, and and Apprentice Mode option.
The illustrations in this book show Solid Edge with the Apprentice
Mode turned off. If you leave Apprentice Mode turned on, you will
see command names on the toolbar buttons, Command Assistant,
and Command Tips that are not shown in the illustrations.
Step 2:

Create a solid part

Solid Edge comes with blank documents called templates that you can
customize to meet the requirements of your company. This part and the
entire garage door assembly are based on metric units. If you specified
English units when you loaded Solid Edge, there is no problem. Solid
Edge templates make it easy to work with any units and any standard
at any time. In a global workplace, this gives your company the edge it
needs to stay competitive and productive.
To ensure that you are working with a metric document, you will open a
new document using the metric template.
On the Main toolbar, click the New button. On the New dialog
box, click the More tab, then select the Normmet.par template.

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Start Solid Edge

Step 3:

Look around
Solid Edge is easy to use, because it was designed that way. Developed
with STREAM technology, Solid Edge is designed to increase software
performance with an interface that ensures maximized user productivity
and return on investment. STREAM technology makes Solid Edge easy
to learn, easy to use, and more productive than any other mainstream
CAD system on the market. The innovative STREAM technology in tools
such as the SmartStep ribbon bar; IntelliSketch, SmartSketch, EdgeBar,
and more make Solid Edge the easiest-to-use MCAD package available.

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Chapter 2

Start Solid Edge

At the top of the window, below the title bar, the menu bar has cascading
menus for standard Windows commands such as File, Edit, View, and so
forth, as well as Tool, Environment, Model, and other menus of commands
that are specific to Solid Edge.
Beneath the Menu bar, The Main toolbar contains the typical Windows
commands you use for opening and saving documents, cutting, copying,
and pasting elements, along with other commonly-used commands for
shading windows, zooming in and out, and so forth.
Beneath the Main toolbar, the ribbon bar changes as you work to provide
options for the command that is currently running. Ribbon bars guide you
through the steps of working through commands, let you choose options,
and accept input such as names and distances.
The status bar always displays what the system expects you to do next
look here first if you are not sure what to do.
EdgeBar, which is arranged vertically along the left side of the graphic
window, helps you manage and complete tasks on a design project. The
Feature PathFinder tab on EdgeBar makes it easy to keep track of the
features you construct when designing parts. Each feature you construct
is added to the Feature PathFinder as you work. Later, when you need
to edit a feature, simply select it in the Feature PathFinder, and the
feature highlights in the graphic window. You can then quickly make the
necessary changes.
When it is time to position parts in an assembly, you use the Parts
Library tab on EdgeBar to select the proper parts and the Assembly
PathFinder tab to track the parts already placed in the assembly.
You also use EdgeBar to show and hide parts as you work to make
it easy to manage large, complex assemblies. Many engineers
routinely use Solid Edge to design machines containing tens- and even
hundreds-of-thousands of components.
Beside EdgeBar, the vertical toolbars along the left side of the graphic
window change as you work to provide commands for creating features
on parts, drawing profiles, working with assemblies, generating
drawings, and so forth.
Mouse Buttons

2-6

Left button You use this button to select geometry, command and
option buttons, and entries in the EdgeBar tool. The left button is
used most of the time. In fact, you can function quite well in Solid
Edge using only this button.

Right button You use this button to activate context-sensitive

shortcut menus. The contents on these menus change depending on

Getting Started with Solid Edge

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Start Solid Edge

what object the cursor is over. These shortcut menus give you quick
access to frequently used commands and options and help you to
work more quickly.
You can also use the right mouse button to finish commands. This
is often quicker and easier than clicking the Preview and Finish
buttons with the left mouse button.

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Chapter

Create a Part

The part you will construct is a shaft support for the garage door opener assembly.

MU29000-E 19

Getting Started with Solid Edge

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Chapter 3

Create a Part

Step 1:

Construct the Base Feature

In Solid Edge, you model a part by constructing a series of features that

add or remove solid material to produce the finished shape. The first
feature you construct is called the base feature, and you start by deciding
what type of feature you want to construct. Since this part is round and
has a central axis, a revolved protrusion makes sense.
The feature construction commands are located on the Features toolbar.
This is the vertical toolbar located along the left edge of the Solid Edge
graphic window.
On the Features toolbar, on the left side of the screen,
you may see the Revolved Protrusion button or one of
the other buttons shown in the illustration. Notice that
whichever button is displayed, there is a small arrow to
the right side of it. This arrow indicates that the button
will display a flyout.

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Create a Part

Position the cursor near the set of buttons shown in the illustration, and
click the small arrow to invoke the flyout.
The flyout shows the related set of buttons that share the same location
on the toolbar. Position the cursor over the Revolved Protrusion button,
and click to select it.
The Revolved Protrusion command is now displayed on the Features
toolbar, and the other buttons are hidden on the flyout.
When the command you want to select is shown, you do not need to
expand the flyout in order to select it.
Notice that a new horizontal ribbon bar is displayed above the graphic
window.

This is the Revolved Protrusion SmartStep ribbon bar. SmartStep walks

you through the feature construction process step-by-step, guiding you
as you proceed.
The set of buttons on the left side of the ribbon
bar shows that the first step of creating a revolved
protrusion is drawing a profile or selecting an
existing sketch of the profile.
The next portion of the ribbon bar shows the options
for how to define the profile plane: the location where
you will draw the shape of the revolved protrusion.
You will select an existing plane, and the new profile
plane will be coincident with it.

MU29000-E 19

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Chapter 3

Create a Part

Step 2:

Identify the Profile Plane

You will construct this feature by drawing a 2D sketch, called a profile,
on a reference plane. A Solid Edge part document contains three default
reference planes that are aligned with the top, front, and right views.
When you select a reference plane, Solid Edge displays a profile window
containing a true view. A true view displays the reference plane parallel
to the computer screen so you can draw the profile easily. At the same
time, the toolbars and menus change. Buttons for constructing features
are hidden, and buttons for drawing and dimensioning 2D shapes are
displayed instead.

In the graphic window, move the cursor to the edge of the reference
plane, as shown in the illustration. When the plane highlights, click
the left mouse button to select it.
Step 3:

Draw the Profile

As the view transitions to be aligned with the profile plane, notice the
horizontal and vertical lines that cross in the center of the window.
These lines are actually the other two reference planes viewed on edge.
When creating symmetrical parts, you can use these reference planes to
help you take advantage of a parts symmetry.

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Create a Part

In the next few steps you will draw the profile shown in the illustration.

On the Draw toolbar, on the left side of the screen, click the
Line button from the flyout, as shown.
When the command you want to select is shown, you do not
need to expand the flyout in order to select it.

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Getting Started with Solid Edge

3-5

Chapter 3

Create a Part

Step 4:

Start the First Line

You draw lines by clicking the left mouse button once to start the
line, then clicking again to complete the line. Move the cursor to the
approximate location shown in the illustration, then click to begin the
line.

Move the cursor to the left, and notice the following:

Step 5:

A line stretches to follow the cursor wherever you move it.

When the line is vertical, a vertical relationship indicator

displayed next to the cursor.

When the line is horizontal, a horizontal relationship indicator

is displayed next to the cursor.

is

Finish the First Line

Notice the ribbon bar at the top of the window dynamically displays the
current length and angle of the line. This feedback helps you quickly
draw lines with precise lengths and angles.

Move the cursor to the left until:

3-6

The horizontal relationship indicator

cursor.

The length displayed on the ribbon bar is approximately 25mm.

The angle on the ribbon bar is 180 degrees.

Getting Started with Solid Edge

is displayed near the

MU29000-E 19

Create a Part

Step 6:

Click the left mouse button to finish the first line.

The Line command is still active, so the next line will start at the
endpoint of the line you just drew.
Step 7:

Draw the Second Line

You can also draw lines at a precise length and angle using the Line
ribbon bar. If it is not already highlighted in blue, click the Length box
on the ribbon bar.

MU29000-E 19

Type 25, and press the ENTER key on the keyboard. Notice that the
Length box updates and the Angle box becomes active.

Move the cursor around the screen and notice that the line length
is locked at 25 mm.

Move the cursor down until the line is nearly vertical.

When the vertical relationship indicator

finish the second line.

is displayed , click to

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Chapter 3

Create a Part

When you know the length and angle you want, this method of drawing
is much faster and more accurate than using the mouse.
When typing values in a ribbon bar box, you do not have to
enter the unit type, such as mm or degrees.
Step 8:

Draw the Third Line

For the third line:

Type 53 in the Length box and press ENTER.

Type 0 in the Angle box and press ENTER.

Notice the immediate feedback showing you the type of relationship that
is placed on the lines. Solid Edge displays all relationships, which allows
you to easily predict the effect of design changes:
The horizontal and vertical symbols indicate that the lines will
remain horizontal or vertical when the profile is edited.

3-8

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Create a Part

The connect symbols at the endpoints indicate that the lines

are endpoint connected.
Step 9:

Draw the Fourth Line

For the fourth line:

Step 10:

Type 5 in the Length box and press ENTER.

Type 90 in the Angle box and press ENTER.

Draw the Fifth Line

For the fifth line:

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Type 20 in the Length box and press ENTER.

Type 180 in the Angle box and press ENTER.

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Chapter 3

Create a Part

Step 11:

Draw the Last Line

For the last line, move the cursor to the endpoint of the first line, as
shown, and when the endpoint relationship indicator is displayed , click
to place the line. The profile is now a closed shape, which is required
for this feature.
Step 12:

Add Dimensions to the Profile

In the next few steps, you will add dimensions to the profile.

On the Draw toolbar, click the Smart Dimension button.

SmartDimension allows you to dimension lines, arcs, and circles with

two clicks. The first click selects the element, and the second click places
the dimension. You can also control the format of the dimension by
repositioning the cursor.

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Create a Part

MU29000-E 19

Step 13:

In the profile window, position the cursor over the left, vertical line as
shown, then click the left mouse button. Move the cursor to the left
and notice that projection lines, dimension arrows, leader lines, and
the dimension text box reposition dynamically, depending on where you
move the cursor.

Step 14:

Position the dimension as shown in the illustration, and click to place it.

Step 15:

Use SmartDimension to dimension the right, vertical line. Position the

cursor over the line as shown, then click to select the line.

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Create a Part

Step 16:

Position the cursor above the profile and notice that the dimension format
changes based on the cursor position. Click to place the dimension.

Step 17:

Add Dimensions Between Elements

Since this feature is a revolved protrusion, you need to add dimensions
that control the profile radially.

On the Draw toolbar, click the Symmetric Diameter button

from the flyout. This command places radial dimensions that
measure distances between elements or keypoints.

3-12

Getting Started with Solid Edge

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Create a Part

Step 18:

You will use the Symmetric Diameter command to place a series of

dimensions that have a common origin element.
Position the cursor over the left, vertical line as shown, since this line
represents the axis of revolution. It is not necessary to select the line
endpoint. When the line highlights, click the left mouse button to define
the dimension origin.

Step 19:

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Position the cursor near the right end of the top, horizontal line as
shown, then click. Again, it is not necessary to select the end of the line.
Just position the cursor near the right end of the line, and Solid Edge
will know that you want to dimension the endpoint nearest to the cursor.

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Chapter 3

Create a Part

Step 20:

Move the cursor above the profile, as shown, then click to place the
dimension. You can edit dimensions as you place them. Notice that the
Value field for the dimension you placed is active on the Dimension
ribbon bar.
If the value is not exactly 50 mm, then type 50 and press the ENTER key.

Step 21:

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The Symmetric Diameter command is still active. Position the cursor

near the right end of the angled line as shown, then click.

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Step 22:

Move the cursor above the profile, until the new dimension is above the
previous dimension, then click.
If the value is not exactly 66 mm, then type 66 and press the ENTER key.

Step 23:

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Position the cursor near the right end of the bottom, horizontal line as
shown, then click.

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Step 24:

Position the cursor above the 66 millimeter dimension, then click to

position the last dimension.
If the value is not exactly 106 millimeters, then on the Dimension ribbon
bar type 106 and press the ENTER key.

Step 25:

Assign a Variable Name to the Last Dimension

You can assign unique names to dimensions in Solid Edge. Assigning
unique names makes it easier to edit your designs later. It also makes it
easier to define formulas and equations to help control your designs.
On the Draw toolbar, click the Select Tool button. The Select Tool
lets you edit things you have already created. You will use it
to modify a dimension.
Position the cursor over the 106 millimeter dimension and click the right
mouse button to display the shortcut menu. On the shortcut menu, click
Edit Formula to display the Edit Formula ribbon bar.
On the Edit Formula ribbon bar, in the Name box, type OD, then press
the ENTER key.

Press the ENTER key a second time, and the new dimension name is
applied.
The new name will remind you later that this dimension controls the
outside diameter of the part. You will edit this dimension later when you
work with the rest of the assembly.
Step 26:

Define the Axis of Rotation

The last thing you need to do is define the axis that the profile is revolved
around. You can use an edge of the profile or a reference plane.

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On the Features and Relationships toolbar, click the Axis of

Revolution button.
Position the cursor over the left vertical line shown highlighted in the
illustration, then click to select it. Notice that the line style changes to a
dashed display to indicate that this line is the axis of revolution.

Step 27:

Connect the Profile to the Center of the Coordinate System

All the relationships and dimensions that define the size and shape of
the profile are there, but the profile is still free to float around on the
reference plane. This is not a problem, but since this part is symmetrical,
it makes sense to position the profile to best take advantage of its
symmetry later.
In the next few steps, you will use a geometric relationship to move
the profile to the center of the reference planes. Notice the two lines
that form a cross (A). As discussed earlier, these lines are actually the
edges of the other two default reference planes. You will use the connect
relationship to move the profile so that the bottom left corner of the
profile (B) is precisely connected to the center of the reference plane
origin (A).

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On the Features and Relationships toolbar, click the Connect

button.

The Connect command places a relationship between two elements

that ensures the two elements remain connected when you make other
changes to the model.
Position the cursor over the endpoint shown in the illustration, and when
the endpoint relationship indicator

Step 28:

is displayed, click.

Move the cursor to the intersection of the two reference planes. It does
not matter which reference plane edge highlights, but notice the midpoint
indicator symbol
in the illustration. When it is displayed, click.

This moves the profile to the exact center, or origin, of the reference
planes, as shown.

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Step 29:

Finish the Profile

The profile is now complete, so on the ribbon bar, click the
Return button.

Step 30:

Define the Extent for the Revolved Protrusion

Clicking Return dismisses the profile window and returns you to the
Part window.

The Revolved Protrusion SmartStep ribbon bar shows you that

the next step is to define the extent of the feature.

Move the cursor around in the window and notice that you can
dynamically define the extent.

For this feature, you want a 360 degree revolution, so on

the SmartStep ribbon bar, click the Revolve 360 button.

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On the SmartStep ribbon bar, click the Finish button.

Step 31:

Specify the Material

On the Tools menu, click Material Table.

On the Material Table dialog box, Select Steel from the Material list,
and click Apply to Model.

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Step 32:

Save the Part

On the Main toolbar, click the Save button to save the work
you have done so far.
The first time you save a new document in Solid Edge, the Properties
dialog box is displayed. This allows you to add any custom properties you
may want for a parts list, bill of materials, or the integrated Document
Management functions in Solid Edge. Later you will create an assembly
drawing with a parts list, so you will add these properties now.

On the Summary tab, in the Title box, type: SUPPORT, SHAFT in

upper case letters, then press the TAB key.

On the Summary tab, in the Author box, type your last name in
upper case letters, then press the TAB key. For example, if your last
name is Smith, type: SMITH, then press the TAB key.

On the Project tab, in the Document Number box, type SS101, then
press the TAB key.

On the Properties dialog box, click OK.

When typing values in a dialog box, you should press the TAB
key. If you press the ENTER key, the dialog box is dismissed.

After you click OK, the Properties dialog box is dismissed, and the Save
As dialog box is displayed. On the Save As dialog box, do the following:

In the Save In box, set the save in location to the Solid Edge
V19\Training\Evaluation folder.

In the File Name box, type Support1.par, then click the Save button.

The default location for the evaluation folder is:

C:\PROGRAM FILES\Solid Edge V19\TRAINING\EVALUATION.
However, your system administrator may have chosen a different
location.
With Solid Edge Insight, saving new documents is
the same, whether the documents are managed or
not. For managed documents, you simply specify a
save location that is a managed folder on your server.
The document is copied to the server and marked as
Checked Out and you continue working. The document
properties you just defined (Title, Author, Document
Number, and Material) are called metadata, which can
be shared with other users of the managed workspace.

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Step 33:

Unshade the Part

In the next few steps you will construct features in the interior of the
part, and these will be easier to see with the part displayed in the Visible
and Hidden Edges wireframe display.
On the Main toolbar, click the Visible and Hidden Edges button
to display the part in wireframe mode.

Step 34:

Construct a Hole
The next feature you will construct is a simple hole in the center of the
part.

On the Features toolbar, click the Hole button from the flyout.

Step 35:

Create a New Reference Plane

The Hole SmartStep ribbon bar shows that the Plane step is active. The
first step of constructing a Hole feature is defining the plane where the
hole profile will be drawn. For this feature, you will define a reference
plane using the top face of the part.
On the SmartStep ribbon bar, the Coincident Plane option is set by
default. With this method of defining the profile plane, Solid Edge will

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create a reference plane for you, coincident with any face of the part
you choose.

In the graphic window, position the cursor over the top face
of the part, stop moving the cursor for a moment, and notice
that the cursor changes shape.
Notice that the face highlights and a new reference plane coincident with
the face is displayed. Click the right mouse button, and the QuickPick
tool is displayed.

Move the cursor over the different entries in QuickPick, and notice
that different faces of the model highlight. QuickPick allows you to
select exactly the face you want, the first time, without having to reject
unwanted faces.
Use QuickPick to highlight the face shown in the illustration. When the
circular face and reference plane highlight as shown in the illustration,
click the left mouse button in QuickPick to select them.

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Step 36:

Explore the Hole Options Dialog Box

The view is reoriented to the new profile plane, and the Draw and
Feature and Relationships toolbars are displayed to provide commands
appropriate for drawing the hole profile.
The Hole Circle command is started by default, and notice that a hole
circle is already attached to the cursor. For the hole you are constructing,
you need to specify a different hole size.

On the Hole ribbon bar, click the Hole Options button.

Take a few moments to explore the Hole Options dialog box. In the
Settings frame, notice that in addition to the Simple type hole you are
constructing, you can also construct more complex hole types with the
Hole command.
Notice that on the right side of the dialog box, there is a Preview pane
that shows the parameters of the different hole types. In the Type list,
select the individual options for the various hole types listed below and
notice that the Preview updates:

Step 37:

3-24

Threaded

Tapered

Counterbore

Countersink

Set the Hole Type back to Simple.

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As you can see, the Hole command is a very powerful tool. You can
construct very complex hole geometry very easily.
On the Hole Options dialog box, set the following options:

In the Hole Diameter box, type 13, then press the TAB key.

Ensure that the Extents option is set to Finite Extent.

The Extents options are on the right side of the Hole Options
dialog box.

Step 38:

In the Hole Depth box, type 16, then press the TAB key.

On the Hole Options dialog box, click OK.

Position the cursor over the center of part, as shown in the illustration,
but do not click. Notice that either the horizontal or vertical reference
plane highlights, and that a mid-point relationship indicator
is
displayed. It does not matter which reference plane highlights; just click
to position the circle at the center of the part.

Step 39:

The profile is now complete.

On the SmartStep ribbon bar, click the Return button.

The view is reoriented, and the Features toolbar is displayed. The Hole
SmartStep ribbon bar shows that the next step in defining the hole is
specifying the extent of the hole.

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Step 40:

Position the cursor so that the hole points into the part as shown, then
click.

Notice that again, Solid Edge does some of the work for you. A dimension
for the hole extent was added for you.
Step 41:

The feature is now complete.

On the SmartStep ribbon bar, click the Finish button.

Step 42:

Save the Document

On the Main toolbar, click the Save button to save the work you
have done so far.

Step 43:

Thin-Wall the Part

You will use the Thin Wall command to hollow the part out a bit, as
shown in the cut-away illustration.

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On the Features toolbar, click the Thin Wall button from the
flyout.

For this thin wall feature, first you will define the wall thickness, and
then select the open faces.
On the Thin Wall SmartStep ribbon bar, in the Common Thickness box,
type 5, then press the ENTER key.

On the SmartStep ribbon bar, in the Select list, set the Single option.

Step 44:

Select Open Faces

When the Thin Wall command makes the interior of the part hollow, you
have the option to remove some faces of the part, exposing the hollow
area. You will make the bottom of the part hollow.
Position the cursor along the bottom edge as shown, and when the
bottom face highlights, click.

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Step 45:

Now position the cursor over the bottom of the hole you placed earlier.

When the QuickPick prompt is displayed, click the right mouse button
to display the QuickPick dialog box. Select the bottom of the hole. The
command will leave this face open when the thin wall is created.

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Step 46:

You have provided all the information needed to complete the feature.
On the SmartStep ribbon bar, click the Accept button.
On the SmartStep ribbon bar, click the Preview button.
Click the Finish button to complete the feature.

Step 47:

Look More Closely at this Feature

If you look closely at the thin wall feature, you may notice something.
Rotating the view will make it more apparent.
On the keyboard, press and hold the CTRL key down, then press the
F key. This rotates the view to the front orientation. Notice that the thin
wall feature added material around the hole to form a boss, and the hole
goes completely through the boss.

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Step 48:

Return to the Dimetric View

On the keyboard, press and hold the CTRL key down, then press the J
key to reorient the view to dimetric perspective.

Step 49:

Round an Edge
In the next few steps, you will round an edge on the part, as shown in
the cut-away illustration. To make it easier to view the edge, you will
rotate the view first.

On the Main toolbar, click the Rotate button from the flyout.

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Notice that three axes display. The axes allow you to specify which axis
you want to rotate the view around. You can select an axis and rotate the
view dynamically or you can type a value on the Rotate ribbon bar.
Position the cursor over the axis shown, then click to select the axis.
Step 50:

MU29000-E 19

On the Rotate ribbon bar, type -90, then press the ENTER key. The view
rotates as shown in the illustration. Click the Close button on the Rotate
ribbon bar to dismiss the Rotate command.

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Step 51:

The edge you will round is now visible.

On the Features toolbar, click the Round button from the flyout.

Use QuickPick to select the circular edge shown in the illustration.

On the Round SmartStep ribbon bar, in the Radius box, type 4,

then either press the ENTER key or click the Accept button.
Step 52:

You have provided all the information necessary to complete the feature.
On the SmartStep ribbon bar, click the Preview button.
The feature is now complete. On the SmartStep ribbon
bar, click the Finish button.

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Step 53:

Shade the Part

The part is now complete, but before you place the part in the assembly,
you will display a shaded image of the part and return the view to the
dimetric orientation.

On the Main toolbar, click the Shaded button.

Step 54:

MU29000-E 19

On the keyboard, press and hold the CTRL key down, then press the J
key to return to the dimetric orientation.

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Step 55:

Save and Close the Document

On the Main toolbar, click the Save button to save the work you
have done so far.
On the File menu, click Close to close the Support1.par document.
Although the part still needs a set of mounting holes, you will construct
those later, after you place the part into the assembly.
When you close a managed document, it can be
automatically checked in to the server and published.
Publishing means that the document has been made
available to other users, and that its version history
is maintained.

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Now that you have modeled the support part, you will place it into the assembly.
After you add the mounting holes using one of the other parts in the assembly, you
will place a mounting bolt, and then pattern the bolt to complete the assembly. You
will then create an exploded view of the assembly that you will use in the drawing.
Step 1:

Open the assembly

On the Main toolbar, click the Open button.

On the Open File dialog box, do the following:

Set the Look In location to the Solid Edge Evaluation folder. The
default location of the Solid Edge Evaluation folder is:
C:\PROGRAM FILES\Solid Edge V19\TRAINING\EVALUATION

MU29000-E 19

Set the Files Of Type option to Assembly Document (*.asm)

Select Opener.asm from the Solid Edge Evaluation folder, but do not
click the Open button yet.

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Ensure the Apply Activation Override to Parts option is set and

choose the Activate All option, and then click the Open button.
The real-world task of opening an assembly from
a collaborative project involves searching for the
correct and most up-to-date version of a design.
Insight ensures that only the most recent versions
are available. The metadata is indexed by Insight,
which makes it easy to search for and quickly find the
documents you need, which reduces a projects costs
and time to market.

In the next few steps, you will place the SUPPORT1.PAR part into the
final assembly. The support part will be used to support and align the
vertical shaft that protrudes through the large hole in the sheet metal
part.
Step 2:

Arrange the display

In Solid Edge, you place parts into assemblies by dragging them from
the Parts Library tab on EdgeBar, and drop them into the assembly.
In the next few steps, you will display EdgeBar, arrange the assembly
window, and then shade the window.
If EdgeBar is not displayed, on the Tools menu, set the EdgeBar option.

On the Tools menu, click Color Manager.

On the Color Manager dialog box, ensure that the Use Individual
Part Styles option is set, then click OK.

Only the edges of parts in the assembly are displayed . You can
shade the faces of parts for clarity
On the Main toolbar, click the Shaded With Visible Edges
button to shade the assembly window.

Your window and EdgeBar should now look similar to the illustration.

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Step 3:

Set the Parts Library Folder

On EdgeBar (the pane at the left side of the Solid Edge window
in the illustration above), click the Parts Library tab.
On the Parts Library tab, browse to the Solid Edge Evaluation folder.
The default location of the Solid Edge Evaluation folder is:
C:\PROGRAM FILES\Solid Edge V19\TRAINING\EVALUATION

Accessing managed documents that you want to place

in assemblies is easy. Since Insight is integrated
within EdgeBar, you simply select a managed folder,
rather than an unmanaged folder. Typical PDM
systems require additional, cumbersome steps
to access managed documents. With Solid Edge
Insight, the workflow is identical for managed and
non-managed documents.

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Step 4:

Place the Support Part

In the file list area on the Parts Library tab, select the SUPPORT1.PAR
file, hold the left mouse button down, and drag the file into the assembly
window, then release the mouse button.

Notice that the Place Part SmartStep ribbon bar is displayed above the
graphic window.
You position parts in assemblies by defining assembly relationships.
Similar to constructing part features, a SmartStep ribbon bar guides
you through the part placement process, and makes it easy to access
and change part placement options.
The bottom face of your part needs to be mated the top face on the large
sheet metal part, and your part needs to be axially aligned with the
large cylindrical hole on the sheet metal part. You will use FlashFit to
create these relationships.
Step 5:

Examine the SmartStep Ribbon Bar

Take a few moments to examine the SmartStep ribbon bar. Working left
to right, pause the cursor over the various buttons and read the Tooltips.
The options you will use to apply the first relationship are the default
options, so placing the first relationship will be very easy:
The Relationship Types option allows you to select which
assembly relationship type you want to use for positioning a
part. If this option is not already set, choose FlashFit from the
list. The FlashFit option reduces the steps required to position
parts using mate, planar align, and axial align relationships
when compared to other workflows. Because many parts are
positioned using these relationships, FlashFit is appropriate
in most situations.

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Step 6:

Define the Mate Relationship

Position the cursor over the support part as shown in the illustration.
Notice that the top face of the flange on the support highlights. Also
notice that the part file name and the surface type is displayed to help
you pick the proper face. Since you want to mate the bottom face, hold
the cursor still until the QuickPick prompt is displayed, then click the
right mouse button to display QuickPick.

Now move the cursor over QuickPick until the bottom face shown in the
illustration highlights, then click the left mouse button to select it.

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Step 7:

Select the Mating Face

Position the cursor and click to select the top face of the sheet metal
frame, using QuickPick if necessary, as shown. The Support is
repositioned so that its bottom face is coplanar with the top face of the
sheet metal frame.

Depending on where the cursor was positioned when you selected the
placement face in the previous step, the support part may appear in a
different location than the illustration shows. This is OK, as long as the
part lies on the plane of the top face of the sheet metal top frame.

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Step 8:

Zoom in a Little Closer

Before you apply the next relationship, you will zoom in closer to the
support part to make adding the next relationship easier.
On the Main toolbar, click the Zoom Area button.

Click above and to the left of the sheet metal part, as shown, and then
click again below and to the right of the support part. This defines a
rectangle that becomes the view area.

Click the right mouse button to end the Zoom Area command.

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Step 9:

Axially Align the Support Part

The Axial Align relationship positions a part in an assembly by aligning
two cylindrical faces.

In the assembly window, position the cursor over the cylindrical face
shown, then click to select it. Why this face? Any of the cylindrical faces
co-axial to this face would also work. Because this face is the largest,
it is also easiest to select.
Step 10:

Select the Aligning Face on the TopFrame Part

Select the cylindrical face shown.

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Step 11:

Examine the relationships that position the part

Notice that the support is now aligned properly in the assembly. Also
notice that the Place Part SmartStep ribbon bar is still displayed and in
the Relationship List, Relationship 3 is ready to be defined. This means
the part is not yet fully positioned. In the next few steps, you will learn
more about this and finish the part.

On EdgeBar, click the Assembly PathFinder tab.

On the Assembly PathFinder tab, find the Support1.par listing. Notice

that its symbol is different than the other parts. It is smaller than the
others, which indicates that it is not fully positioned. Also notice that
other symbols are used to denote subassemblies, assembly reference
planes and so forth.

It Can Rotate
The support part is still free to rotate about its axis. Although you
are not required to fully position parts, it is generally better if you do.
Step 12:

Select the Support Part in Assembly PathFinder

On the Assembly Commands toolbar, click the Select Tool button.

In Assembly PathFinder, click the entry for Support1.par. Notice that

when you select the part, a message is displayed on the right side of
the status bar stating that Support1.par:1 is not fully positioned. Also
notice that in the bottom pane of Assembly PathFinder, the assembly

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relationships you applied are listed, along with the assembly part that
you used to position the support. All this feedback is helpful when you
need to make design changes later.

Finish Modeling the Support

Until now, you have worked in Part and Assembly as separate
operations. Of course, in real life, parts are generally designed
within the context of the assembly. So, in the next few steps, you will
finish modeling the support within the context of the assembly. You
will use the mounting holes on the sheet metal part to quickly add
the missing mounting holes on the support.
Step 13:

Save the Assembly

On the Main toolbar, click the Save button to save the work you
have done so far.

Step 14:

Display Only the Sheet Metal Part and the Support

To make it easier to edit the support, you will hide everything but the
sheet metal part and the support.

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In the top pane of Assembly PathFinder, select TopFrame.psm, hold

down the CTRL key on the keyboard, then select Support1.par. With the
cursor still over Support1.par, click the right mouse button to display the
shortcut menu. On the shortcut menu, click the left mouse button on
the Show Only command.
Step 15:

Edit the Support Part

Position the cursor over the Support1.par listing in the top pane of
Assembly PathFinder, then click the right mouse button to display the
shortcut menu. On the shortcut menu, click the left mouse button on
the Edit command.

Notice that the Assembly PathFinder tab is no longer displayed. Instead

the Feature PathFinder tab for the support part is displayed. Also notice

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that the file name bar was updated to indicate you are now working in
Support1.par within the assembly.
With Insight, if you were editing a managed
document, then it would be checked out of the
managed workspace for you.

Step 16:

Unshade the Window

On the Main toolbar, click the Visible and Hidden Edges button
to display the window in wireframe mode.

Step 17:

Add the Holes

The holes in the sheet metal part were created using a single Hole
feature and a separate Pattern feature. To illustrate other Solid Edge
commands, you will create all four holes in one operation using the
Cutout command.
On the Features toolbar, click the Cutout button.

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Position the cursor over the face shown, and notice that a new reference
plane coincident to the face is displayed.
When the circle and reference plane highlight, use QuickPick to select
them.
Step 18:

Copy the Holes from the Sheet Metal Part

In Solid Edge, you can use the Include command to copy edges from one
part to another to create profiles.
On the Draw toolbar, click the Include button.

The Include Options dialog box should display. If it does not, on the
ribbon bar, click the Options button to display it.

MU29000-E 19

On the Include Options dialog box, ensure that the Allow Locate of
Peer Parts and Assembly Sketches option is set and that the Make
Included Geometry Associative option is cleared, then click OK.

On the Include ribbon bar, ensure that the Select option is set to
Single Wireframe.

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Step 19:

Select the four circles shown in the illustration. You may need to use
QuickPick to select them. Notice that after you select them, they
change to the profile color.

Dimension the Circles

You could spend the next few minutes constraining and dimensioning
the four circles, but Solid Edge has a tool that makes short work of this.
On the Tools menu, point to Dimensions, then click Relationship
Assistant.
On the Relationship Assistant ribbon bar, click the Options
button.
On the Relationship Assistant Options dialog box, on the Geometry tab,
set the following options:

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On the Dimensions tab, set the options shown in the illustration, then
click OK.

Step 20:

MU29000-E 19

Position the cursor above and to the left of the profile circles, press and
hold down the left mouse button, then drag the cursor to the approximate
point shown in the illustration, then release the mouse button. The four
circles should highlight.

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Step 21:

The circles you selected are the only elements you want to apply
dimensions to.
On the Relationship Assistant ribbon bar, click the Accept button.

Step 22:

Define the Horizontal Dimension Origin

Read the message in the status bar immediately above the model work
space. Relationship Assistant prompts you to define the start point for
the horizontal dimensions. Since you constructed the part symmetrically
about the reference planes, you can take advantage of that symmetry.
In the profile window, select the reference plane shown in the illustration.
If QuickPick is displayed, either option is valid.

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Step 23:

Define the Vertical Dimension Origin

In the profile window, select the reference plane shown in the illustration.
If QuickPick is displayed, either option is valid. The relationships and
dimensions are added.

Step 24:

Edit the Hole Size

On the Draw toolbar, click the Select Tool button.

In the profile window, select the 7 millimeter dimension shown.

On the Dimension ribbon bar, in the Dimension Value box, type 8,

then press the ENTER key.
All four holes changed size. That is because you set the Equal option
in Relationship Assistant and Solid Edge knows that all four holes
are the same size and applied an equal relationship between them.

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Step 25:

The cutout profiles are now complete.

On the ribbon bar, click the Return button to close the
profile window.

Step 26:

Define the Extent of the Cutouts

On the Cutout SmartStep ribbon bar, click the Through Next
button.
In the part window, position the cursor above the profiles, so that the
red extent arrow points upward. Notice the warning symbol displayed
adjacent to the cursor. This shows that if you clicked now, the feature

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would be in error, because extending the profiles upward would not cut
through any material to form a valid cutout.

Now move the cursor below the profiles, so that the red extent arrow
points downward, and notice that the warning symbol is no longer
displayed. Click to construct the cutouts.

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Step 27:

You have provided all of the information necessary to complete the

feature.
On the ribbon bar, click the Finish button to complete the
feature.

Step 28:

Save the Document

On the Main toolbar, click the Save button to save the work you
have done so far.

Step 29:

Return to the Assembly

On the File menu, click Close And Return. Notice that when you return
to the assembly, Assembly PathFinder is displayed.

Step 30:

Finish Positioning the Support Part

In the next few steps you will finish positioning the support part using
the four cutouts you constructed.
On the Assembly Commands toolbar, click the Assemble button.

When you first drag a new part into an assembly, the Place Part
command runs to help you apply relationships that position the part in
the assembly. At any time, you can use the Assemble command to apply
relationships to parts already in the assembly.

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Step 31:

Align the bolt holes

In the assembly window, use QuickPick to select the cylindrical face
shown on the support part.

Step 32:

Select the Cylindrical Face on the Sheet Metal Part

Select the cylindrical face shown.

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Step 33:

The Support is Fully Positioned

Recall that the display of Support1.par on the Assembly Pathfinder
tab of EdgeBar earlier showed that the part was not fully positioned.
Now observe that the display has changed to show that the part is fully
positioned.

On the Main toolbar, click the Save button to save the work you
have done so far.
Step 34:

Place Bolt M6
In the next few steps, you will place a bolt into one of the holes in the
support, then pattern the bolt to fill the remaining holes.
On EdgeBar, click the Parts Library tab.

In the Parts Library, drag and drop BOLTM6.PAR into the assembly
window.

On the Place Part SmartStep ribbon bar, the Relationship

Types option should be set to FlashFit.
FlashFit allows you to quickly place bolts in holes. When you select the
circular edge where the shaft of a bolt meets the mating face of its head
as the first input, and then select the circular edge where a hole meets a
planar face as the second input, FlashFit applies a planar mate and an
axial align relationship. The axial align relationship is placed using the
Fixed option, which fixes the rotational orientation of the part.

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Step 35:

Select a Circular Edge on the Bolt

Use QuickPick to select circular edge where the shaft of the bolt meets
the mating face of its head,as shown.

Step 36:

Select a Circular Edge on the Support

Select the circular edge where the hole meets the top face, as shown.

You have provided the information necessary to assemble the bolt, and it
is repositioned.

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Step 37:

Pattern the Bolt

In the next few steps, you will pattern the bolt.
On the Assembly Commands toolbar, click the Pattern Parts
button.
The Pattern Parts command allows you to create a pattern of parts in an
assembly. You define the pattern by selecting a pattern feature on a part
in the assembly. The patterned parts are not positioned using assembly
relationships, but are positioned using the pattern feature you select.
In the assembly window, use QuickPick to select the bolt as the part
to be patterned.

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On the Pattern Parts SmartStep ribbon bar, click the Accept

button.
Step 38:

Select the Part Containing the Pattern

In the assembly window, select the sheet metal part, as shown.

Step 39:

Select the Pattern Feature

In the assembly window, select the pattern feature on the sheet metal
part, as shown.

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Step 40:

Select a Reference Feature on the Pattern

Select the feature where you placed the first bolt, as shown.

Step 41:

Finish Patterning the Bolt

On the Pattern Parts SmartStep ribbon bar, click Finish.

The remaining bolts are placed into the assembly.

Step 42:

Save the Document

On the Main toolbar, click the Save button to save the work you
have done so far.

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Step 43:

Display all the Parts in the Assembly

On EdgeBar, click the Assembly PathFinder tab.

Step 44:

Display all the Parts

In Assembly PathFinder, position the cursor over the Opener.asm listing,
then click the right mouse button to display the shortcut menu. On the
shortcut menu, click the left mouse button on Show All.

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Step 45:

Fit the Assembly in the Window

On the Main toolbar, click the Fit button.

Step 46:

Create an Exploded View

In the next few steps, you will create an exploded view of the assembly.
To make exploding an assembly easier, a separate set of commands
within the Assembly document is used to explode assemblies.
On the Applications menu, click Explode-Render-Animate.
The system displays the Exploded View and Animate toolbars so you can
create exploded views of the assembly.

Step 47:

Bind a Subassembly
For this assembly explosion, you want to maintain the Motor.asm
subassembly as a single unit. You will use the Bind Subassembly
command to do this.
In EdgeBar, click the Assembly PathFinder tab.

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Step 48:

In Assembly PathFinder, select the Motor.asm subassembly. Notice that

the subassembly highlights in the assembly window.

On the Exploded View toolbar, click the Bind Subassembly button.

Step 49:

De-select the Subassembly

In the graphic window, position the cursor away from any graphics, then
click in empty space to de-select the motor subassembly.

Step 50:

Automatically Explode the Assembly

On the Exploded View toolbar, click the Automatic Explode
button.
On the ribbon bar, click the Accept button.

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On the ribbon bar, click the Explode button.

The system processes, and then displays the exploded view.

On the ribbon bar, click Finish.

Step 51:

Get a Little Closer

Although the Automatic Explode command worked well, you will use
the Adjust Spread Distance command to move some of the parts a little
closer together. First, you will zoom in a little.
On the Main toolbar, click the Zoom Area button.

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Click above and to the left as shown, and then click again below and to
the right. This defines a rectangle that becomes the view area.
Click the right mouse button to end the Zoom Area command.
Step 52:

The Parts are Too Far Apart

On the Exploded View toolbar, click the Move Exploded Part
button.
On the ribbon bar, make sure the Move Dependents Parts option
is set.
The Move Dependents Parts option allows you to move several
parts at one time.
Select the support part.

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Notice that the four bolts are selected with it.

On the ribbon bar, click the Accept button.

Step 53:

Notice that the X-triad axis is selected by default. This axis is aligned
with the original direction of the explode vector. To add a joggle to the
flow line, you could select a different triad access and reposition the part
along the new axis.
Leave the X-axis selected and drag the support below the drive gear, as
shown, then release the mouse button.

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Step 54:

Fit the Assembly Into the Window

On the Main toolbar, click the Fit button.

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Step 55:

Save the Exploded Configuration

The exploded view is now complete. To take advantage of this view in a
drawing you will create later, you must save the display configuration.
On the Tools menu, point to Configuration, and then click Display
Configurations.

In the Display Configurations dialog box, type EXPLODE1 as the

name of the display configuration.

In the Display Configurations dialog box, click the Save button

This saves the display configuration so it can be recalled later.

Step 56:

Click the Close button to dismiss the dialog box.

Return to the Assembly

On the ribbon bar, click the Return button.

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The Exploded View commands are hidden, and the commands for adding
and editing assembly relationships are displayed. The assembly display
returns to the unexploded condition.

Step 57:

Fit the view

On the Main toolbar, click the Fit button.

Step 58:

You Have Completed the Assembly

On the Main toolbar, click the Save button to save the work you
have done so far. Leave the assembly file open.
When you save and close a managed assembly, the
assembly and its parts are checked in for you, and the
updated documents are made available to other users.

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Create a Drawing

Drawings in Solid Edge are fully associative to the parts and assemblies they
reference. When you make changes to your designs, the drawing tools in Solid Edge
allow you to assess the impact to the drawing and update the views and dimensions.
The Drawing View Wizard makes creating drawing views easy. Simply select the
part or assembly you want, and the Wizard walks you through the process of defining
the drawing views, their scale and display characteristics.
You can customize the drawing templates delivered with Solid Edge to establish and
enforce your companys drawing standards. To illustrate this, you will be using a
custom template to create the drawing.
Step 1:

With the Opener.asm assembly still open, on the File menu, click Create
Drawing.

Step 2:

Choose a template
On the Create Drawing dialog box, click the Browse button to look for an
appropriate template to base the new drawing upon.

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In the New dialog box, click the Tutorial tab, then select the
Evaluation.dft template.
On the New dialog box, click OK, then click OK again on the Create
Drawing dialog box to create a new Draft document.
Step 3:

Place an Exploded View of the Opener Assembly

As the new Draft document opens, the Drawing View Wizard runs.
In the next few steps, you will place an exploded drawing view of the
Opener assembly, using the Drawing View Wizard.

On the Drawing View Creation Wizard dialog box, choose EXPLODE1

from the list of configurations available for Opener.asm. Recall that this
is the configuration you created to save the exploded view of the assembly.
Leave the rest of the options set as they are shown in the illustration.

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Step 4:

Finish Placing the View

The wizard is ready to place exploded view for you.
On the Wizard, click the Finish button.

On the ribbon bar, set the drawing view scale to 1:5, and set the Shaded
With Visible Edges option.

Notice that there is a rectangle attached to the cursor. This rectangle

represents the approximate size of the drawing view. Position the
rectangle in the top, right corner of the drawing sheet, approximately as
shown in the illustration, then click to place the drawing view.

The drawing view of the assembly is placed.

Step 5:

Examine the Draft Document

Take a few moments to examine the new Draft document. Notice that a
set of standard notes has been placed and that there is text in the title
block area. The notes and text were added to the template to illustrate
how you can customize the templates delivered with Solid Edge. The text
in the title block is called property text, and when you place the drawing
view of the assembly, the title and drawing number update based on
properties that were defined in the assembly.

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Step 6:

Place Drawing Views of the Support

In the next few steps you will use the Drawing View Wizard to place
several views of the support part.
On the Drawing Views toolbar, click the Drawing View Wizard
button.

Since you have placed a drawing view of the assembly, the Select
Attachment dialog box is displayed, so you can select a part in the
assembly.
If required, on the Select Attachment dialog box, click the Plus (+) button
adjacent to the Opener.asm listing to display the list of parts.
Step 7:

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Select the Support1.par entry, then click OK.

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Step 8:

The Drawing View Creation Wizard is displayed, so you can set the
display options. For this part, the default options are fine, so click the
Next button.

Step 9:

The Drawing View Orientation page allows you to select the view
orientation for the primary view. Select the FRONT option, then click
Next again.

The Drawing View Layout page allows you to specify the additional
views you want. The view you specified in the previous step is in the
center. Click the two buttons shown to specify a top and an isometric
view, then click the Finish button.

A rectangle is attached to the cursor, making it easy to position the

views on the sheet. Also, notice that on the ribbon bar, a default scale
is selected. The scale is chosen based on the available room on the

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sheet. You can select a different scale, but this scale will work just fine.
Solid Edge eliminates much of the guesswork required with other CAD
systems.
Step 10:

Position the Views

Position the views approximately as shown, then click.

Step 11:

Select the Top View

Position the cursor over the large circle as shown, but do not click yet.
Notice that a red box is displayed, which represents the extent of the
view.

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Step 12:

Reposition the Views

Press and hold down the left mouse button, then drag the cursor to the
right and notice that a dashed line connects the top and front views, and
that both views move in unison. The views are orthographically aligned
and stay aligned when you move them. Release the mouse button to
reposition the views.

Step 13:

Save the file

On the Main toolbar, click the Save button.

On the Save As dialog box, save the document to the default name and
location as shown below:

MU29000-E 19

Set the Save In location to the Solid Edge V19\Training\Evaluation

folder.

Set the Filename to Opener.dft.

On the Save As dialog box, click Save.

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Step 14:

Create a Section View of the Support

It appears that a section view would be more appropriate than the front
view shown, so in the next few steps you will create a section view. In
Solid Edge, creating section views is a simple, two-step procedure. First,
you create a cutting plane line, then you fold off the section view using
the cutting plane line.

Step 15:

Create the Cutting Plane Line

On the Drawing Views toolbar, click the Cutting Plane button.
On the Cutting Plane ribbon bar, in the
Dimension Style list, notice that the ANSImm
option is set. This setting controls the display
properties of the cutting plane line.

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Position the cursor over the top view, as shown, then click to select the
view. After you select the view, 2D drawing commands are displayed so
you can draw the cutting plane line.

Step 16:

Zoom in to the Top View

On the Main toolbar, click the Zoom Area button.

MU29000-E 19

Click once above and to the left of the top view, and then click again
below and to the right of the view. The view zooms into the area
enclosed by this rectangle.

Click the right mouse button to exit the Zoom Area command.

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Step 17:

Draw the Cutting Plane Line

On the Draw toolbar, click the Line button.

Positioning the cutting plane line exactly at the center of the part is easy.
First, touch the large circle with the cursor, but do not click.

Notice that the large circle highlights and that a center-mark appears
at the center of the circle.
Step 18:

5-10

Now move the cursor to the position shown, and notice the dashed line
extending from the center of the circle to the cursor. Click the left mouse
button to place the first endpoint of the cutting line.

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Step 19:

Finish the Cutting Plane Line

Move the cursor to the right as shown, and when the horizontal indicator
is displayed adjacent to the cursor, click the left mouse button to place
the second endpoint of the line. Now click the right mouse button to
restart the Line command.

On the Cutting Plane ribbon bar, click the Finish button.

Step 20:

Define the Section View Direction

When you click Finish, the Cutting Plane creation commands are hidden
and the Drawing View commands are displayed again.
In the top view of the drawing sheet, move the mouse cursor above
and below the cutting plane line, and notice that the section view
direction arrows flip as the cursor crosses the line. Position the section
view direction arrows as shown in the illustration, and click to place
them. Notice that the proper line style and arrow heads are created for
you. These settings are controlled by the ANSImm Dimension Style
mentioned earlier.

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Step 21:

Fit the Drawing Sheet

On the Main toolbar, click the Fit button.

Step 22:

Create the Section View

On the Drawing Views toolbar, click the Section View button
from the flyout.

Click the cutting plane line you drew in the previous steps, and then
click below the top view, as shown in the illustration on the left, to place
the section view. The section view is orthographically aligned to the top
view, as shown in the illustration on the right.

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Step 23:

Delete the Front View

On the Drawing Views toolbar, click the Select Tool button.

Select the front view.

On the keyboard, press the DELETE key. A dialog box is displayed,

asking if you want to delete the view. Click the Yes button to delete the
view.

Step 24:

Move the Section View

To make room for dimensions, select the section view and drag it lower
as shown in the illustration.

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Step 25:

Zoom in to the Section and Top Views

On the Main toolbar, click the Zoom Area button.

Click once above and to the left of the top view, and then click again
below and to the right of the section view. Click the right mouse button
to exit the Zoom Area command.

Step 26:

Retrieve Dimensions from the Model

When creating drawings, you can place dimensions from scratch or
retrieve dimensions from the model. For most designs, using both
approaches saves time and effort.

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On the Drawing Views toolbar, click the Retrieve Dimensions

button.
Take a moment to examine the options on the Retrieve Dimensions
ribbon bar. These options give you flexibility in which dimensions are
retrieved and their placement options. For the section view, you will use
the default options.

Click the section view, and the appropriate dimensions are retrieved
from the model and placed on the section view. The display of your
dimensions may be slightly different than the illustration.

Step 27:

Retrieve Dimensions for the Top View

Click the top view to retrieve its dimensions. Again, your display may be
slightly different, and you may choose to use the Select Tool to reposition
the retrieved dimensions for clarity.

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Step 28:

Place Center Lines

The top view should have center marks drawn for all of the holes. The
Automatic Center Lines command can quickly draw them for you.
On the Drawing Views toolbar, click the Automatic Center
Lines button from the flyout.

Ensure the options on the Automatic Center Lines ribbon bar are set as
shown in the illustration, then click the top view to draw the center lines.

The center marks are drawn.

Step 29:

Save the File

On the Main toolbar, click the Save button to save the work you
have done so far.

Step 30:

Place a Detail View

You can quickly create a detail view from an existing view in Solid Edge.
On the Drawing Views toolbar, click the Detail View button.

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Position the cursor approximately as shown, then click to define the

center of the detail envelope.

Step 31:

Move the cursor and click again to define the size of the detail envelope.

Step 32:

The cursor now has the detail envelope circle attached, so you can
position the detail view. Move the cursor to the right and click to place
the detail view.

Step 33:

Dimension the Detail View

On the Drawing Views toolbar, click the SmartDimension button.

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In the detail view, click the arc shown in the first illustration, then move
the cursor and click to position the dimension.

Step 34:

Save the File

On the Main toolbar, click the Save button to save the work you
have done so far.

Step 35:

Fit the Drawing Sheet

On the Main toolbar, click the Fit button.

Step 36:

Modify the Support Part from the Assembly

In Solid Edge, all design changes are done in the part or assembly
documents that the drawing references. In the next few steps, you will
open the assembly from the draft document, then modify the support
part. You will then return to the draft document to update the drawing
views and the associated dimensions.
Position the cursor over any element in the exploded view of the assembly,
then double-click the left mouse button to open the assembly document.

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Step 37:

Zoom in to the Support Part

On the Main toolbar, click the Zoom Area button.

Click once above and to the left of the support part, and then click again
below and to the right of the part. Click the right mouse button to exit
the Zoom Area command.

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Step 38:

Modify the Support Part

The material between the holes and the outside diameter of the support
part looks a little thin, so you will modify the dimension while in the
assembly.
On the Tools menu, point to Variables, then click Peer Variables.

In the Assembly window, use QuickPick to select the support part.

Step 39:

The Variable Table for the support part is displayed as shown in the
illustration. If your variable table display is different, you need to set the
filter options to display the dimensions.

On the Variable Table, click the Filter button.

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On the Filter dialog box, in the Type list, select the Dimension and User
Variables options, then set the Named By option to Both, then click OK.
The dimensions should now be displayed.

In the Variable Table, scroll down until you see the variable you named
OD earlier. Note that the other variable names shown in the illustration
will probably not match the names you see.
Select the dimensional value for the OD variable as shown, then type
108, and press the ENTER key to increase the outside diameter two
millimeters.
Notice that the support part is recalculated to make the outside diameter
larger.

Step 40:

On the ribbon bar, click the Close button to dismiss the Variable Table.

Step 41:

Save and Close the Assembly

On the Main toolbar, click the Save button to save the work you
have done so far.
On the File menu, click Close to close the assembly and return to the
drawing.

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When you return to the Draft environment, a dialog box is

displayed to inform you that one or more drawing views are out
of date, and to explain that the Drawing View Tracker tool can
help you manage this change. Click OK to dismiss the dialog
box.
Step 42:

Update the Drawing Views

Notice the gray boxes the system has drawn around the drawing views.
These boxes notify you that the assembly has changed since the drawing
views were created. Because of the design change you made, the drawing
views are no longer up-to-date with the assembly and the support part.
In the next few steps you will evaluate the changes and update the
drawing views.
On the Tools menu, click Drawing View Tracker to display the Drawing
View Tracker dialog box.

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Notice the symbols adjacent to the drawing view entries. These

symbols indicate that the drawing views are out-of-date.
On the Drawing View Tracker dialog box, click the Update Views
button.
Step 43:

On the Drawing View Tracker dialog box, click the Close button.
After Solid Edge processes the changes, the Dimension Tracker dialog
box is displayed, indicating that the design change affected one of the
drawing dimensions. On complex drawings, Dimension Tracker makes
it easy to track dimensional changes and annotations whose positions
have changed.

Step 44:

Find the Changed Dimension

On the Dimension Tracker dialog box, click the entry for the changed
dimension, then click the Find button.

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Solid Edge zooms in to make it easy to find the changed dimension. A

symbol is also added adjacent to the changed dimension. You can define
the shape of the symbol as part of your companys standards.

If you choose to remove the change symbols from your drawing, on the
Dimension Tracker dialog box, click the Clear All button.
On the Dimension Tracker dialog box, click the Close button.
Step 45:

Fit the Drawing Sheet

On the Main toolbar, click the Fit button.

Step 46:

Create a Parts List

In the next few steps, you will place a parts list of the assembly on
the drawing. You will also set several options that control the display
of the parts list.
On the Drawing Views toolbar, click the Parts List button from
the flyout.

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On the Parts List ribbon bar, ensure that the Auto-Balloon option
is set.
Position the cursor over any element in the assembly drawing view
and notice that a red box is displayed around the drawing view. Click
the left mouse button.

Step 47:

Define the Format of the Parts List

On the Parts List ribbon bar, click the Properties button to
display the Parts List Properties dialog box.

MU29000-E 19

On the Parts List Properties dialog box, on the General tab, in the
Saved Settings list, set the ANSI option.

On the Columns tab, in the Available Columns list, select the Author
option, then click the Add button.

On the Parts List Properties dialog box, click OK.

On the Parts List ribbon bar, click the Finish button.

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Notice that the parts list is placed in the bottom, left corner of the
drawing. The Parts List Properties dialog box allows you to specify the
size and location of the parts list, and literally dozens of other properties.
You can then save all your parts list properties for quick reuse later,
which makes standards definition and enforcement easy.

In the Author column, you should see your name listed for the support
part.
Notice that the balloons are placed neatly around the part. You can
also control the size and shape of the balloons, based on your companys
standards.
The importance of Bill of Materials management
is paramount in a PDM system. The BOM is the
culmination of all engineering knowledge that is
contained in the design files. Insight manages the
metadata along with Solid Edge model-specific
data so that non-Solid Edge users can extract BOM
information from the managed documents.

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Step 48:

Print the Drawing

The existing printers connected to your computer or on your network are
fully capable of printing Solid Edge drawings.
On the Main toolbar, click the Print button to create a printed
copy of the drawing.

Step 49:

Save and Close the Drawing

On the Main toolbar, click the Save button to save the work you
have done so far.
On the File menu, click Close to close the drawing.

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Congratulations!
You have created your very first part, assembly, and drawing in Solid Edge. You have
experienced firsthand what independent studies and thousands of our customers
confirm: that Solid Edge helps designers do more work with less effort than other
CAD systems. Because you learn quickly and design faster, you will realize a greater
return on investment when you choose Solid Edge.
If you would like to continue learning more about Solid Edge, there are over two
dozen tutorials available that cover all aspects of the Solid Edge product. To access
these tutorials, on the Help menu, click Tutorials to display the Tutorial menu.

Part Modeling
Assembly Modeling
Drawing Production
Sheet Metal Modeling
Weldments
Variable Table
Feature Libraries
Family of Parts
Family of Assemblies
Virtual Components
Inter-part Associativity
Sensors
Hole Tables
2D To 3D
Part Patterns
Tubing
Wiring
Surface Modeling
Explode-Render-Animate
Ask your Solid Edge Reseller to show you the advantages
of Solid Edge Insight. Unlike conventional product data
management systems, Solid Edge Insight is not a separate
software package with additional commands and long
implementation timelines. Instead, Insight is an integral
component of Solid Edge, available at no additional cost,
requires no user training, and can be implemented in hours
instead of months or years.

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Getting Started with Solid Edge

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