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CHAPTER 1
SolidWorks 2010 is one of the most popular 3D mechanical computeraided design (CAD) packages on the market today. Since its introduction in 1995，SolidWorks has become a favorite design tool for many of today's engineers, mechanical designers, and industrial designers. In part because of its easy-to-learn graphical user interface and powerful set of tools, SolidWorks is used by many top companies worldwide to design，engineer, and document their products in a variety of fields.
At the core of SolidWorks is the ability to create parametric 3D solid geometry that is then used to create drawings, manufacturing instructions, instruction manuals, animations, full-color renderings, and other types of documentation. Regardless of the complexity of the item being created, the creation process is easy and follows the same basic steps. First a sketch is created that is turned into a base feature. The base feature is then further refined by adding features that add or remove material from the base feature. Individual part models can then be used to build assemblies that represent the final design. After creating the 3D part or assembly models, drawings are made to document the design and manufacturing process.
Learning a new CAD package can be a daunting task. In addition to the new terminology, first-time users may feel a bit overwhelmed with a new user interface, toolbars, and commands. In this chapter, you will spend some time launching SolidWorks for the first time, becoming familiar with the SolidWorks interface, and working with the CommandManager.
Start SolidWorks
Before installing and running SolidWorks for the first time, ensure that you meet the recommended minimum system requirements. SolidWorks currently supports the following operating systems:
Windows 7 (32-bit) Professional, Ultimate or Enterprise Edition.
Windows 7 (64-bit) Professional, Ultimate or Enterprise Edition.
Windows Vista (64-bit) Ultimate, Business, or Enterprise edition, SPO or newer
Windows Vista (32-bit) Ultimate, Business, or Enterprise edition，SPO or newer
Windows XP Professional (32-bit), SP2 or newer
Windows XP Professional (64-bit)
And here are the random-access memory (RAM) requirements:
Minimum 1GB RAM when parts contain fewer than 200 features and assem-blies contain fewer than 1,000 components
Recommended 2GB RAM or more when parts contain more than 200 features and assemblies contain more than 1,000 components
Once you have verified that your computer is able to support SolidWorks and it is installed onto your system, you can launch it by selecting Start > Programs > SolidWorks 2010 > SolidWorks 2010 SPX.X > SolidWorks 2010.
NOTE All images in this book are from SolidWorks running on Windows 7. You might notice a slight difference if you are using another version of windows such as Windows XP.
SolidWorks License Agreement
The first time you launch SolidWorks，you will be presented with the SolidWorks License Agreement. You must accept the license agreement in order to use SolidWorks. After reading the license, click Accept to continue.
If for some reason you do not accept the terms of the license agreement, clicking Do Not Accept will exit SolidWorks.
Help and Workflow Customization
After accepting the SolidWorks License Agreement, you will then be presented with the Welcome To SolidWorks window. This screen allows you to custom-ize the appearance of dynamic help as well as the workflow. You will see this only the first time you launch SolidWorks on your computer, but you can make changes to the options anytime you want in the SolidWorks Options window.
Three options are available in the Help Customization section of the screen. Each option will provide the user with a different level of dynamic help, so con-sider your needs when making your selection.
■ Am A New User. Show Quick Tips To Help Me Get Started. This option will provide you with pop-up messages that appear while working in different modes of SolidWorks.
I Am New To This Version Of SolidWorks. Show Me Interactive What’s New Help.
Experienced SolidWorks users will find this option helpful when they are working in a new version of SolidWorks. When this option is selected, a question-mark icon will be displayed on new menu items and new and changed PropertyManagers and will link to the corresponding sections of the What’s New manual. The topics in the What’s New manual will then provide more information about the new or updated functionality since the previous release.
Do Not Show Me Any Dynamic Help. For more experienced users, this option will not provide you with any pop-ups or links to the What’s New manual while working in SolidWorks.
NOTE As you become more familiar with working in SolidWorks, you may decide to disable the Quick Tips. You can disable them by select-ing Help > Quick Tips or by clicking the question-mark icon in the sta-tus bar. After becoming familiar with the updates made to the new release of SolidWorks, you can disable the display of the link by selecting Help > Interactive What’s New.
The Workflow Customization section of the Welcome To SolidWorks window allows you to hide and display tools, links, and menus items based on your usage of SolidWorks. You can select one, two, all, or none of the following categories:
? Machine Design
? Mold Design
? Consumer Product Design
When you select an option in the Workflow Customization section of the win-dow, the following changes will occur in your part document environment:
Machine Design The Machine Design Overview, Machine Design Tutorials, and SolidWorks SimulationXpress links will be displayed on the SolidWorks Resources tab of the task pane. Sheet Metal and Weldments tabs will be added to the CommandManager. The Molds menu item will be hidden in the Insert menu. Draft Analysis, Undercut Detection, and Deviation Analysis will also be hidden in the Tools menu.
Mold Design The Mold Design Overview, Mold Design Tutorials, and Import File links will be displayed on the SolidWorks Resource tab of the task pane. Surfaces and Molds tabs will be added to the CommandManager. The Weldments menu item will be hidden in the Insert menu.
Consumer Product Design A Consumer Product Tutorials link will be displayed on the SolidWorks Resources tab of the task pane. The Surfaces tab will be added to the CommandManager. The Weldments menu item will be hidden in the Insert menu. The Undercut Detection menu item will be hidden in the Tools menu.
NOTE You can adjust your workflow customization at any time while in a part file by selecting Tools > Customize and select the Options tab. In the Work flow Customization section, select or deselect the appropriate options.
For the sake of the project being demonstrated in this book, in the Welcome To SolidWorks window select the following:
1. In the Help Customization section, select Do Not Show Me Any Dynamic Help.
2. In the Work flow Customization section, select Consumer Product Design, Machine Design, and Mold Design.
3. Click OK.
Navigate the SolidWorks Interface
Before using SolidWorks, you should become familiar with the layout of the user interface. Each of the three document types in SolidWorks (parts, assem-blies, and drawings) has the same basic interface with a few minor differences. To start, we will examine the common elements of the three document types. Figure 1.1 shows the SolidWorks interface when you have a part model open.
Graphics Area
The place where all the action takes place in SolidWorks is the graphics area. Here you will be modeling your parts, putting together your assemblies, and creating your drawings. You will be exploring this area in a lot more detail in Chapter 2， “Learning the Basics,” when we cover the three document types in more detail.
Heads-up View Toolbar
At the top of the graphics area is the Heads-up View toolbar. This transparent toolbar is always available at the top of your graphics area, giving you quick and easy access to the tools necessary to manipulate your views. Icons that display a small downward-pointing arrow provide you with more tools in a flyout, as shown in Figure 1.2.
FIGURE 1.2 Flyout menu showing additional tools
As you become more comfortable in SolidWorks, you may discover that the tools available on the Heads-up View toolbar may not be what you use most often. The view tools shown by default are not the only tools that are available for the toolbar. To customize the Heads-up View toolbar, do the following:
1. Right-click any of the buttons shown in the Heads-up View toolbar, and select Customize from near the bottom of the menu.
2. Select the Commands tab at the top of the Customize window.
3. In the Categories section of the window, locate your desired tool set. For this example, select Standard Views in the Categories section. The tools included in the selected category will be displayed in the Buttons section, as shown in Figure 1.3.
FIGURE 1. 3 Commands tab in the Customize window
4. Drag the desired button in the Customize window to the top of the Heads-up View toolbar. When the mouse pointer changes to include a green plus, drop the button there.
NOTE The Heads-up View toolbar can be hidden in SolidWorks 2010. To hide the toolbar, right-click any button in the toolbar, and deselect View (Heads-Up) in the menu.
Status Bar
Along the bottom of the SolidWorks interface is the status bar. As the name suggests, the status bar will give you information about the actions you are performing in SolidWorks. The status bar can be turned off in the View menu, but we strongly recommend leaving it on since it can prove to be extremely useful while you work. Here are some examples of the information that you can find in the status bar:
? As you hover over a tool, the status bar will often provide you with a better description than what the tooltips will normally provide (see Figure 1.4). When you become familiar with the icons for the various tools in SolidWorks, you will require this information less often.
FIGURE 1.4 Additional tool information displayed in the status bar
? Selecting on an edge, point, or any combination of these will display basic measurements for quick reference, as shown in Figure 1.5. This should not replace the Measure tool, but it can be extremely helpful when you are just looking for a quick idea of the distance between two edges.
As you work in a sketch, the coordinates for your mouse pointer loca-tion will be displayed as well as the status of your sketch. The sketch status will be displayed as Fully Defined, Over Defined, Under Defined,
No Solution Found, or Invalid Solution Found. We will be covering what each of these means later when we start working sketches.
Task Pane
On the right side of the graphics area is the task pane. The task pane is a set of win-dows that provides a number of resources in one location. Normally，the task pane is hidden, and the tab icons are the only thing visible in the graphics area. This is probably the best option since real estate in your graphics area is very valuable. However, if you prefer to have the task pane always open, you can do the following:
1. Click any of the task pane tab icons.
2. On the top right of the task pane, click the pushpin icon to “pin open” the task pane (see Figure 1.6).
3. The graphics will adjust to make room for the task pane, and it will remain open even as you click elsewhere in SolidWorks.
4. To set the task pane to autohide once again, click the pushpin icon.
FIGURE 1.6 Pinning the task pane open and hiding it again