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    #SEU12

    Assembly Design in Solid EdgeMark Thompson

    Siemens PLM

    Application Engineer

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    Presenter background

    Presenter background:

    Mark Thompson has been in the Mechanical CAD industry for 25 years. Markis a member of the Solid edge Field Support team and has been promotingSolid Edge since its first release in 1996. Mark’s responsibilities include thecreation of demonstration material for internal application engineers andchannel partners, customer presentations, updatetraining material, and support for the field personnel.Prior to coming to work in the mechanical CADindustry Mark spent 14 years as a machinist/toolmaker.

    Areas of Expertise:

    Solid Edge Assembly

    Solid Edge Simulation

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    Our Challenge

    Design challenges to be solved

    Complete the design tasks on the front endof the Schmidt snow plow using the latesttools in the Solid Edge assembly environmentas well as look a few new key enhancements.

    How Solid Edge meets the challenge

    Solid Edge ST5 offers several new assembly relationships as well as anenhanced assembly mirror, replace part, and much more. We are going tolook at them all today! 

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    Assembly Hands-On

    Open “1-Bearing Ring.asm” 

    Here we will take a quick look at a fewnew options within the connect relationshipcommand that will make your job of puttingparts together a lot easier.

    The sphere has no assembly relationships

    Select the “Connect” relationship command from the “Relate”group on the ribbon bar.

    Using “QuickPick” and select the center point. 

    To use QuickPick, rest your cursor on the sphereuntil 4 dots appear on the cursor, then rightmouse button click to get the QuickPick menu

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    Assembly Hands-On

    Once the center point of the sphere has been selected,we then want to select the center line of the hole.

    When the center line highlights, click to accept whichwill apply the first connect relationship.

    The sphere’s center point will be placed on the center line of the hole 

    Next, we need to place another connect relationshipbetween the sphere and the edge of the hole.

    You should still be in the connect relationshipcommand, so using “QuickPick”, select the sphere from the bearing as shown.

    Finally, using “QuickPick” select the inside edge fromthe hole.

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    Assembly Hands-On

    Once these 2 relationships have been placed, the spherewill be positioned properly in the hole.

    These new options within the connect relationshipcommand allow the user to quickly achieve this withoutto use constructions geometry or reference planes.

    Next, we will pattern the sphere around the rest ifthe inner ring.

    Select the sphere, then select the pattern commandfrom the “Pattern” group on the main ribbon bar. 

    Now select the inner ring which has a patternof holes.

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    Assembly Hands-On

    Then select the actual pattern in the which willhighlight the holes as shown.

    Finally, select the reference hole feature which is thehole where the bearing is placed.

    Click “Finish” to create the pattern. 

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    Assembly Hands-On

    Select the box in front of the “Race_OD_Ring.par” toturn on the graphics of the part.

    Press the “Alt + U” keys on the keyboard to

    update all links.

    Press the “Ctrl” key down, then the spacebar toenter “Face Priority” mode. 

    Pass the cursor over “Sphere00.par” in PathFinder tovisibly highlight the sphere so you can see which one itis, then move your cursor over to the graphics and select it.

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    Assembly Hands-On

    Change the bearing diameter vale to 65mmand the bearing and pattern will update to thenew value.

    Close the assembly – no need to save

    Open “2 – Cam and Slot Path.asm”

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    Assembly Hands-On

    With this example we can look at a couple of new options within the assemblyenvironment.

    First, the Cam relationship has been enhancedto support barrel cams.

    To look at this we can zoom area in on the cam and pin.

    Using the “Connect” relationship we need to connect theend point of the shaft to the bottom cylinder of the cam.

    Select the end of the pin first.

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    Assembly Hands-On

    Next, using “QuickPick” select the cylinder  and not the center axis.

    This relationship should place the pin atthe bottom of the Cam groove.

    Now we can apply the Cam relationship.

    Select the “Cam” relationship command from the “Relate” group. 

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    Assembly Hands-On

    For the “Follower”, select the pin cylinder. 

    Change the option on QuickBar to “Edge Chain”. 

    Now select one of the curves within the cangroove on the red barrel.

    In this case it really does not matter which

    curve is selected.

    Repeat these steps for the opposite side

    Connect relationship – between end of pin and groove cylinder

    Cam relationship – cylinder of pin and groove curve

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    Assembly Hands-On

    Select the “Simulate Motor” commandfrom the main ribbon bar.

    Play the animation to see the pins follow the cam groove.

     A motor was created and saved in the assembly to use for simulation.

    Click on the “Select” tool to close “Simulate Motor”. 

    Change the display configuration to “Second”. 

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    Assembly Hands-On

    Select the blue arm, then select the “Edit in Place” command to in-place activate into the Part environment.

    Use the “Ctrl + Q” keys to turn off the

    background components, so you areonly looking at the part.

    Select the new “Slot” command found under the “Hole” command. 

    When QuickBar appears, select theoptions to open the dialog.

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    Assembly Hands-On

    Set the slot width to 20 mm

    Use “Arc end”. 

    Click “OK” to dismiss dialog. 

    Select the line segment onthe arm.

    Select the “Through All” option 

    in QuickBar and push the slotthrough the model to create the slot.

    Close and Return to assembly

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    Assembly Hands-On

    From the “relate” group on the main ribbon barselect the pull down menu next to the “Cam” relationship and pick “Path” relationship. 

    Select for the “Follower” the center line of  the pin as shown.

     After you select the center line of the pin,then move your cursor over the slot thatwas just created in the blue arm and youwill notice the line segment used to createthe slot will highlight – select it.

    Right mouse button click to accept orselect the green checkmark in QuickBar.

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    Assembly Hands-On

     After the Path relationship has been placed,we are ready to run the “Simulate Motor”command to verify that the parts move asthey should.

    During simulation you will notice the path relationship holds the pin in the slot

    as the arm moves up and down – sweet!

    Close file  – no need to save the file

    Use “Open Existing Document”

    Change “File of type” to STEP 

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    Assembly Hands-On

    Select the “Auger_Housing.stp” to open. 

    Use the “Iso Part.par” as the template to use for opening.

    The housing will betranslated intoSolid Edge ST5.

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    Assembly Hands-On

    Now that we have read in the STEP document, wecan use a new ST5 command called “RecognizeHoles” found under the “Hole” command.

    Running this command will present you with a dialogand a listing of all the holes that were found in the solid.

    Notice the information found as well as hole sizes.

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    Assembly Hands-On

    Before we bring this part into the assembly we want to make sure the holeshave been recognized.

    To focus on the holes we are going to change or override, select the “FaceSelection” option at the bottom of the dialog. 

    Then select the face where there are only 10 holes.

    Notice it then only recognizes the holes on that selected face.

    For the 10 holes, select the “Options” button 

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    Assembly Hands-On

    Change the following: Type to “Threaded” 

    Diameter to 12 mm

    Depth “To hole extent” 

    Select “OK” to dismiss dialog 

    Click the on the Hole Recognizerdialog to assign attributes to the holes.

    Notice the hole features are added toPathFinder

    We now need to run the commandagain, but before we do we will firstselect the faces as shown.

    Use the “Spacebar” to get into multi face select.

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    Assembly Hands-On

    When selecting the face first before running thecommand the hole recognizer will only look forholes on the selected faces.

    Select the options for the “6” holesand make the following changes:

    Type – Counterbore Cbore Diameter – 20 mm

    Cbore Depth – 5 mm

    Click “OK” on dialog to dismiss 

    Click on the hole recognizerdialog to create holes.

    Notice the counterbore holes?

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    Assembly Hands-On

    To finish recognizing the rest of the holes, simply run the command again andclick “OK” on the dialog to create the default size for the rest of the holes. 

    Save and close the file using the default nameand location.

    We can now use this file in our assembly.

    Click the “Application” button, 

    then click on the “Solid EdgeOptions” button at the bottomof the list.

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    Assembly Hands-On

    Click on the “Assembly Open As” tab where we now offer optionsfor users when opening assemblies.

    Discuss these options

     Auto-Select

    Small, Medium, and Large

    Select “Cancel” 

    Select “Open Existing Document” 

    Select “3_BladeAuger.asm”, then select “Small Assembly” to activate all parts on open, then click “Open”. 

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    Assembly Hands-On

    Once in the assembly, zoom area in on the housingand notice the same part we just created the holesin is already in the assembly to save a little time.

    We now want to match the hole pattern in thehub to be the same as the housing. The housing

    has 10 threaded 10 mm holes.

    Change selection to “Face Priority” by using the“Ctrl + Spacebar” keys. 

    Select one of the pattern holes on the front side.

    Notice in assembly we can now change a patterninside a part at the assembly level?

    Click on the blue pattern text.

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    Assembly Hands-On

    Change the value from 12 to 10 to update the pattern to correct count. Right mouse button click to accept or use green checkmark.

    Now select the original hole which is the hole at the top.

     After selecting it you will get it’s handle where you caneasily make a change to the parameters for that hole.

    Click on the 10 mm blue dimension and the dimensiondialog will appear for us to make a quick change.

    Change the value from the pull down to 12.5 mm.

    This will give out 12 MM threaded bolt a little clearance.

    RMB click to accept and our holes should be inline and correct.

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    Assembly Hands-On

    The next change we want to makein our assembly is on the front guardplates where want to add thecompany logo.

    In order to make this change we want to use the same graphic part, but add a

    logo to it.

    To do this we will use “Replace Part” which has been enhanced in ST5. 

    Make sure you are in “Part Priority” mode – “Ctrl + Spacebar” keys

    From PathFinder, select the sub-assemblyassociated with the middle guard as shown.

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    Assembly Hands-On

    Select the “Replace Part” pull down menu and you will notice that several new options have been added.

    In this case we will use “Replace Part with Copy” which allows us to simply copy in this case the assembly and just change the name.

    Quickbar will appear giving you the option to select other components, but inthis case we only want this selection, so click the green checkmark to accept.

    Change the name by adding “-LOGO” on the end of the name.

    Example  – 1376961-LOGO.asm

    Click “Save” 

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    Assembly Hands-On

    Notice PathFinder updates to the new name.

    Now we need to in-place activate into this same sub-assembly.

    Select the edit in place button.

    We now need to do the same replacepart with copy on the part file.

    Select the part file and then select the“Replace Part with Copy” again. 

    Click on the green checkmark to accept.

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    Assembly Hands-On

    Use the same naming convention as we did on theassembly by adding a “-LOGO” on the end of the name. 

    Save the file.

    If the background assembly parts are turned off, we needto turn them back on. To do this simply use the “Ctrl + Q”keys or you can use the radial menu if that favoritecommand has been added to it.

     As a customer you can customize these menus for eachenvironment and have all your favorite commands on them.

    Now we need to in-place activate into thisnew part file.

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    Assembly Hands-On

    To make the part slightly different we willgrab the edge or side and drag it 25 mmwider.

    It is symmetric, so it will end up 50 mm wider.

    Now you can hide the previous level using

    the “Ctrl + Q” keys. 

    We are now ready to add the logo to the front of the part.

    Click on the “Part Copy” command 

    You may get a message about linked parts not allowedin synchronous…. – Just dismiss the dialog.

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    Assembly Hands-On

    We are going to make a part copy of the filecalled “logo schmidt.par”. 

    Select this part from the list and thenclick on “Open”. 

    It will then bring up thePart Copy parameters.

    Click “OK” to dismiss as we only want to useit for constructionpurposes.

    Then click on “Finish” 

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    Assembly Hands-On

    Once the geometry is in the file we can use thesteering wheel to move it to where we want thelogo to be placed.

    Click on the “Solid Body” in PathFinder.

    Click on the lower knob to change the primary

    axis direction to downward.

    Click to “Suspend” Live Rules

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    Assembly Hands-On

    Click on the primary axis of the steering wheeland move the cursor downward.

    Key in the value of 175 mm.

    Once the geometry is in the correctlocation, we can use the “Subtract”command to remove the logo materialfrom the plate.

     After selecting the subtract command, selectthe red plate first, then click on the greencheckmark or RMB click to accept it.

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    Assembly Hands-On

    Select the logo as the material tosubtract and then RMB click or selectthe green checkmark.

    Once the material is removed we need to

    change the color of the logo faces so thatit will be easier to read.

    We will use part painter to quickly change it’s color. 

    Change the color to “White” and use “Face” for selection. 

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    Assembly Hands-On

    Select the face of the logo to change the color.

    Here is the finished part.

    Now that we have finished we can usethe “Close and Return” button 2 times toget back to the top level assembly.

    The next change we will make in our assembly

    is around the support wheel assemblies.

    Rotate the model around to the opposite side.

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    Assembly Hands-On

    The first thing we will focus on is the sheet metal bracket attached to the wheelassembly.

    In ST5 we can now also make changes or add flanges at the assembly leveland in this case the bracket needs more support.

    First we need to get into “Face priority” mode using the “Ctrl + Spacebar” keys. 

    Select the first edge of the sheet metal part as shown.

    Press the “Spacebar” to get into “Add/Remove mode” and 

    then select the edge on the opposite side.

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    Assembly Hands-On

    Click on the secondary axis (shorter) and beginto drag 2 new flanges right in the assembly.

    For depth we want them to extend to the front faceof the frame, so we use key point select andgrab the end point of the frame.

    We need to do more extensive work on this sheet metal part, so change backto “Part Priority mode” using the “Ctrl + Spacebar”. 

    Select the part to in-Place activate

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    Assembly Hands-On

    Use the “2-Bend Corner” and close all4 corners.

    To do this, select the command, then identifythe 2 bends.

    Zero gap is OK.

    Do this for all the corners.

    Use “Smart Dimension”

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    Assembly Hands-On

    Drag the dimension up above the model.

    Show the new options within the DEC(dynamic edit control).

    Change to symmetric (middle) option and

    change the width to 275 mm.

     Another new option within the dimensioningcommand is what we call capture intent.

    Notice on the 118 dimension value no matterwhere you move the cursor the arrow always stayspointing to the left and that is because it rememberswhich direction it was last edited.

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    Assembly Hands-On

    Finally the last dimension we will change is the height as the part was a littletoo tall for the frame.

    Notice when we edit this dimension it gives no direction options?

    This behavior is because the bottom face has a locked

    relationship and will not move, so the only face that can moveis the top face.

    These enhancements help clarify to the user what they can move as well ascapture their design intent.

    Change the 300 mm dimension value to 280 mm.

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    Assembly Hands-On

    The last feature we will add to our sheet metal part is a slot feature.

    The “Slot” feature can be found under the “Hole” feature. 

     After selecting the slot command, Quickbar will appear.

    Select the options button

    Change the slot width to 25 mm and make sureit is set to “Arc end” – click “OK”. 

    Select the top arc on the part to create the slot.

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    Assembly Hands-On

    Close and Return to top level assembly.

    Now what we would like to do is to be able topivot the wheel assembly along the new slotwe just created.

    To achieve this we can add a “Path” relationship. 

    Select the “Path” relationship command. 

    Select the hole in the clear plate.

    Select the slot profile.

    RMB click to accept or select thegreen checkmark.

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    Assembly Hands-On

    Now select the “Drag Component” command. 

    Click and hold down the left mouse buttonand drag the bracket back and forth noticingit will not extend past the slot.

    Very Cool!

    To get back to where youstarted simply click the “Reset” button.

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    Assembly Hands-On

    Because this wheel assembly can pivot, weneed to add a couple of holes so that alocking pin can be placed in it.

    Select the sheet metal bracket, then RMBclick and select “Show/Hide Component”. 

    From the “Show/Hide Component” dialog select to turn on sketches.

    Click “OK” to dismiss. 

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    Assembly Hands-On

    Under the “Features” tab select the“Hole” command. 

    Use the 3rd selection which is a new

    option in ST5 to create a feature in thepart files with no links.

    Then select the top face ofthe clear plate.

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    Assembly Hands-On

    Select the “Include” command. 

    Click on “OK” to dismiss the form. 

    Then select the small arc as shown.

    Select the “Hole” feature 

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    Assembly Hands-On

    Click on the hole options.

    Change the diameter to 12 mm.

    Click “OK” to dismiss form. 

    Place 2 holes, one at each end of the arc.

    Make sure you get the end key point.

    Select the Green checkmark to exit the sketch.

    Change to “Thru all” on Quickbar.

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    Assembly Hands-On

    Move the cursor so the arrow is goinginto the components of the assemblyand click.

    Several parts will highlight, so selectthe Red X to unselect.

    Now select only the plate and the sheet metal parts.

    Click on “preview”. 

    RMB click in space and select“Show/Hide Components”. 

    Turn off all sketches.

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    Assembly Hands-On

    Notice now when the wheel is pivotedthe lock pin holes will align as theyshould.

    The next step would be to mirror thisassembly to the opposite side.

    Expand “Reference Planes” in PathFinderand click in the checkbox in front of“Blower Center Plane” to turn it on. 

     The sub assemblies we want to mirror

    are at the bottom of the assembly tree.

    Select them both from PathFinder.

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    Assembly Hands-On

    Now select the “Mirror Components” command from the mainribbon bar found in the Pattern group.

    RMB click or check the green checkmark to acceptcomponents selected.

    Select the reference planethat we just turned on for themirror plane.

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    Assembly Hands-On

    When the reference plane is selected, Solid Edge will determine automaticallywhat needs to be mirrored /rotated and then presents it to the user in a dialog.

    Notice also that the mirrored components appear graphically.

    If the user is satisfied with the mirror, click on the “OK” , then “Finish” button to

    create it.

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    Assembly Hands-On

    Notice when the mirror is complete, it creates a mirror feature at the bottom ofthe assembly PathFinder.

     At any time the user can select the mirror feature, then click on the “EditDefinition” button to make changes to the mirror. 

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    Assembly Hands-On

     Another advantage to the new Mirror command in ST5 is that when the originalcomponents are moved/rotated in the assembly, the mirror feature will alsomove/rotate.

    Select the “Drag Component” command from the “Modify” group. 

    Left mouse click and hold on the plate to rotate it about the slot as we haddone earlier and notice the mirror also rotates.

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    Assembly Hands-On

    The last step in this hands on session is to replacethe yellow wheel in the wheel assembly.

    Select the yellow wheel, then click on “Replace Part” command. 

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    Assembly Hands-On

    We only are replacing this single wheel, so select the greencheckmark to accept the replacement.

      We will replace with a new larger wheel called“LG-1258094.par”, so find this part in the list and select it, then click on “Open”. 

    You will probably see a dialog giving you an option to delete or suppressrelationships that don’t quite matchup. 

    Select “Suppress”. 

    The new wheel is added to the sub assembly.

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    Assembly Hands-On

    Your assembly should reflect the new wheel on both sides.

    Our tasks are complete!

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    Assembly Hands-On

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    Thank You!Questions?