Chapter 14. Controlling Assembly Configurations and Display States

Assembly configurations enable you to control many things, including part configurations, suppression, visibility, color, and assembly feature sizes. They also enable you to control assembly layout sketch dimensions, mate values, suppression states, and several other items. What you learn in this chapter about assembly configurations builds on the information in Chapter 10, which discusses part configurations. In this chapter, you also learn how you can use design tables in conjunction with SolidWorks assemblies.

Display States are a better performance alternative than configurations for controlling visibility and displaying part styles in assemblies. I discuss Display State options at length in this chapter.

Using Display States

Display States enable you to change visual properties more quickly than configurations. Configurations save a lot of extra data if all you need is to hide or show parts, and they can be slow to change from one to another, but you can change between Display States almost instantaneously.

Assembly display states can also control part display states, and different instances of a part in an assembly can use different display states.

Controlling Display States and configurations

Display States can be either independent of configurations or linked to them, depending on your settings. To control the display, you can use the Display pane that flies out from the FeatureManager when you click the double-arrow icon in the upper-right corner of the FeatureManager. This is shown in Figure 2.1 in Chapter 2. Figure 14.1 shows the Display pane in action, along with an assembly showing parts in different Display States.

The Display pane and an assembly with parts in different Display States

Figure 14.1. The Display pane and an assembly with parts in different Display States

The column symbols for the Display pane are as follows:

  • The Display pane and an assembly with parts in different Display States
  • The Display pane and an assembly with parts in different Display States
  • The Display pane and an assembly with parts in different Display States
  • The Display pane and an assembly with parts in different Display States
  • The Display pane and an assembly with parts in different Display States
  • The Display pane and an assembly with parts in different Display States

Note

The difference between a component and a part in SolidWorks assemblies is that a component is a generic way of identifying any top-level item in an assembly, and may be a single part or a subassembly. It always refers to a specific instance of the part within the assembly. In the case shown in Figure 14.1, the gripper jaw part is used twice; this creates two instances of the gripper jaw. One instance has its component color set to a custom color, and the other instance uses the part color. (The component color is also referred to as an override of the part color.) The part color is what you see when you open the part in its own window. The component color is only set in the assembly, and you can only see it in that particular assembly; it never affects how the part displays in any other assembly that the part is shown in.

When there is a difference between the part and component display properties (when an override exists), the component property appears as the upper-left triangle, in the color column of the Display Pane, and the part property appears as the lower-right triangle. You can only see these triangles in the Appearance column of the Display Pane.

Appearance overrides are discussed in Chapter 3, but I will briefly summarize it here, showing the lowest priority at the top:

  • Part

  • Body

  • Feature

  • Face

  • Component

If you override the appearance or display mode for a component in a subassembly, and the upper-left triangle appears in the Display pane, you can remove the override through either the left mouse button (LMB) or right mouse button (RMB) menu. Figure 14.2 shows the LMB menu from a component of a subassembly with overrides.

You can remove overrides in the Assembly Display pane.

Figure 14.2. You can remove overrides in the Assembly Display pane.

When you select Clear Override, SolidWorks clears any overrides for the currently selected subassembly component. Clear All Top Level Overrides clears all overrides in all subassemblies in the entire top-level assembly. There is no intermediate option to clear all top-level overrides for a particular subassembly; if you want to distinguish between overrides at that level, you need to clear several individual overrides. The options to remove overrides do not affect top-level components.

The active Display State appears in angle brackets after the configuration name and the filename at the top of the FeatureManager, as shown in the image on the left in Figure 14.3. Display States are created and managed in the ConfigurationManager, in a panel at the bottom of the ConfigurationManager, as shown in the image on the right in Figure 14.3. To create a new Display State, simply right-click in the Display Pane and choose Add Display State. It seems a little counterintuitive that in the place where you create Display States, you cannot see the list of Display States.

Display States shown in the FeatureManager and the ConfigurationManager

Figure 14.3. Display States shown in the FeatureManager and the ConfigurationManager

Performance

Display States offer a huge performance gain ovaer configurations when used to control display of parts. The reason for this is that SolidWorks saves some model information for each configuration. When a configuration is created only for the purpose of hiding or coloring a part, this takes up a lot of additional file space and CPU (central processing unit) time. Display States change much faster than configurations — almost instantaneously — and they add very little space when you use them.

Using Display States with drawings

Display States can be shown on drawings. If you only show or hide parts in Display States, you will escape most of the problems. For Display States that change the display mode (wireframe, shaded, and so on) to work properly, you have to set the view itself to Shaded, then select the display state from the PropertyManager for the view. The big catch here is that you have to change the Display State of the parent view; changing the Display State of a projected view does nothing, even though the controls are available. Projected views cannot have a Display State that is independent from the parent view. Drawing views are discussed in depth in Chapter 21.

Using part Display States in assemblies

Starting in SolidWorks 2010, parts can have Display States, including separate bodies within parts. You can control the part Display State for specific instances of a part within an assembly in the Component Properties dialog. Using part Display States has the same advantages that using assembly Display States has (mainly display speed), especially when compared against configurations.

Understanding Assembly Configurations

Assembly configurations are used for many different purposes, including assembly performance, simplified assemblies, variations of assemblies, assemblies in different positions or states, and many others. Like part configurations, assembly configs also have a few best practice type suggestions. Configuration settings for assemblies control how the assembly appears in a Bill of Materials (BOM), and what happens to parts, features, or mates that are added to other configurations, and so on. All these are discussed in this section.

Configurations for performance

One of the best tools to make large assemblies easier to work with is assembly configurations. You can use several techniques to improve the speed of working with assemblies. Although this information is presented in a list of techniques, it is important to select a method that fits the situation. Each method has strengths and weaknesses.

Suppressing components and features

The most obvious use of configurations for improving assembly speed is to have a configuration or several configurations with suppressed components. Suppressed components are not loaded or displayed, so memory and video power are conserved.

Tip

Remember that you can use a folder for parts and suppress the folder. If you are just using configurations to hide parts, consider using Display States, given they are more efficient for that purpose. Also remember that SpeedPak, discussed in Chapter 12, is a subset of configurations. SpeedPak is a simplified representation, enabling you to select faces and bodies to represent the entire subassembly for performance reasons.

Schemes that you may want to use for suppressing parts need to have configurations that isolate functional areas of an assembly, configs that remove the fasteners or purchased components, configs that remove complex parts, configs that only leave the parts used in in-context relations, configs that suppress patterns and assembly features, assembly configs that use simplified part configs, configs that show the assembly in different positions, or variations of the assembly using different part configurations.

If you suppress the "ground" part or any part that connects groups of parts, keep in mind that this can cause other parts to float in space unattached. Obviously this is not a good situation, and you should avoid it if possible. One way to avoid it is to use an assembly layout sketch and mate the parts to the sketch instead of to the ground part.

Aside from components, other items can also be suppressed to improve performance, such as assembly features and component patterns. Do you really need to see all those parts patterned around the assembly to work on it in a simplified representation? You may be able to suppress the parts. If you feel that you cannot suppress parts, then consider at least using Display States to hide parts that are needed to complete the parametrics but do not need to display.

Performance

The biggest killer of assembly speed is the circular reference. You can make circular references in a couple of different ways, but they are usually the result of mixing history-based functions (mates, in-context sketch relations, feature references) with non-history-based functions (parts shown in the Assembly FeatureManager). This enables you to create partial or complete loops of references, where A references B, which references A. These are a particular problem with in-context references, which are discussed in more depth in Chapter 16.

Configuring SpeedPaks

SpeedPaks are described in more detail in Chapter 12. A SpeedPak is a configuration that uses only selected faces and bodies to represent an entire subassembly, instead of opening all the parts in the assembly. In fact, a SpeedPak stores the geometry in the assembly file so it doesn't have to open any part files at all.

Part of the reason I mention SpeedPak in the configuration chapter is that it is a form of configuration, essentially a derived configuration; another reason is that SpeedPaks are configurable. So you can have top-level assembly configurations that call on subassemblies to use their SpeedPaks. That can be of significant help with very large assembly performance.

Using part configurations for speed

I have discussed simplified part configurations in Chapter 10, and they can consist of configs with cosmetic features such as small fillets and extruded text, or other cosmetic details that are suppressed. Assembly configurations can use different part configurations, which, for example, would enable you to make an assembly config called "Simplified," and in it reference all the Simplified part configurations.

Tip

When opening an assembly through the Open dialog box, the Advanced option enables you to open the assembly and create a new assembly configuration that uses part configurations of a given name, if available. The default part configuration name entered in the text box is, I think, suggestive of how SolidWorks intended for this function to be used. As shown in Figure 14.4, it is "Simplified." In previous versions, the Advanced button was conspicuously placed on the front of the Open dialog box, but by 2009 it was changed to a selection cleverly hidden in the list of configurations, as shown in the image of the configuration drop-down list.

The Advanced option for assemblies in the Open dialog box

Figure 14.4. The Advanced option for assemblies in the Open dialog box

Other special operations for assembly configurations in the Open dialog box include creating a new configuration that has all the components suppressed. This enables you to see the structure of the assembly without fully resolving all the components. Another option is to open the assembly with a new configuration, where all the components are resolved. Beyond that, the Open dialog box also enables you to select a specific configuration to open to so that you do not have to wait for the last saved config to load and then make the change.

Advanced Component Selection

The Advanced Component Selection dialog box was formerly called Advanced Show/Hide Components. It is shown in Figure 14.5. You can access this dialog box by right-clicking the configuration name in the ConfigurationManager and selecting Advance Select.

The Advanced Component Selection dialog box

Figure 14.5. The Advanced Component Selection dialog box

This tool enables you to establish search criteria and show or hide parts based on the criteria. Multiple criteria can be used, stored, and retrieved. This tool is generally underused, and in my experience, users are always surprised to find it in the software. It has been there since about 1998, having undergone a face lift in the last two releases. The Category 1 options enable you to search on things like document name, in-context status, part mass, and several other standard SolidWorks info. Category 2 can be either custom property info or structured options for Category 1 such as specific in-context conditions.

Isolate

Isolate works like the inverse of the Show command. If you select multiple parts and click Isolate from the RMB menu, the selected parts remain shown, and everything else becomes hidden. A little popup menu gives you the option of showing the removed components in a Wireframe or Transparent display mode, or of saving the current display as a new Display State. This is a very useful function, as shown in Figure 14.6.

The Isolate function can create display states

Figure 14.6. The Isolate function can create display states

SolidWorks Utilities Simplify Assembly

If you have the SolidWorks Office bundle or higher, then you can activate the Utilities add-in. You can do this by choosing Tools

SolidWorks Utilities Simplify Assembly
The Simplify Assembly tool

Figure 14.7. The Simplify Assembly tool

The Simplify Assembly tool can help you find features in the parts of the assemblies that are under a certain size or that take up less than a certain percentage of the volume of the part. You can then suppress these features in special derived configurations.

Controlling display performance

Overall, SolidWorks performance is split into two categories: CPU (central processing unit) processing and GPU (graphics processing unit) processing. Which of these functions your computer performs better can vary widely, depending on your hardware, drivers, and system maintenance, among other factors.

When trying to speed up the performance of an assembly, the biggest impact is obviously made if you can reduce the load on both the CPU and the GPU. You can do this by suppressing a part. When a part is suppressed, it is neither calculated nor displayed; this means the load on each processor for that part is zero.

When you hide a part, its parametric features are still calculated by the CPU; however, because the part is hidden, it creates no load on the GPU. If you have a good main processor and a questionable video card, then you will achieve a greater benefit from removing graphics load from your display.

Lightweight parts

On the other hand, if you want to still show a part but not calculate any of its parametric relations, you should use Lightweight parts. You can find Lightweight default settings by choosing Tools

Lightweight parts

SpeedPak

There is some confusion about where SpeedPak falls into this scheme of things. With SpeedPak, the parametrics are not loaded, but the graphics are. Also, some of the geometry is selectable, as if it were imported geometry (actual geometry but without rebuildable parametrics). But SpeedPak applies only to subassemblies, where the need for improvement is a lot higher.

To summarize this section, there is a five-way relationship between the Resolved, Lightweight, Hidden, and Suppressed states, as shown in Figure 14.8.

The relationship between the Resolved, SpeedPak, Lightweight, Hidden, and Suppressed states

Figure 14.8. The relationship between the Resolved, SpeedPak, Lightweight, Hidden, and Suppressed states

Resolved versus unsuppressed

The terminology becomes a little convoluted here because of the relationship between the five different states. In parts, the feature states are easy to remember because features can be either suppressed or unsuppressed. However, in assemblies, there are five states instead of two, and so unsuppressed could mean anything that is not suppressed, which still leaves three states. For this reason, resolved is used instead of unsuppressed when dealing with components in an assembly.

Configurations for positions

When you use configurations to display an assembly in various positions, you can do it a couple of ways: by changing mates or by changing a layout sketch. Mates are configurable in two ways: mates can be suppressed and unsuppressed, and angle and distance mate values are configurable in the same way that sketch dimensions are configurable. Although creating a mate scheme that enables you to reposition the assembly using mate suppression states and values is essential to this method, it may not be the best approach.

Using a skeleton or layout sketch to mate parts may be a better approach, although this also has its drawbacks. If you mate to a layout sketch, you cannot make use of Dynamic Assembly Motion. If you use the mate scheme discussed previously, this generally means having a fully defined assembly, and this also does not allow for Dynamic Assembly Motion.

As a compromise, a good way to handle this is by using one configuration for Dynamic Assembly Motion, with one or more open degrees of freedom. You can use other configurations to fully define the mechanism and show it in particular positions using either method. Probably the best way to demonstrate this is with an example using the robot arm assembly.

Positioning with mates

First, take a look at positioning with mates. On an assembly such as this one, the goal is to position the grippers. You can do this a couple of ways, both directly and indirectly. In the assembly used for this chapter, the grippers have been rebuilt as a subassembly, which allows different types of control. Notice that the subassembly has a configuration for the closed position and one that allows Dynamic Assembly Motion. Also, the subassembly is being solved as Flexible. Figure 14.9 shows the assembly and the FeatureManager.

Driving the position directly

A sketch point has been added to the subassembly to precisely identify the point on the gripper that is to be positioned. Sketch points have also been added to the main assembly to represent parts that need to be picked up by the robotic arm.

Check the derived configurations under the default config. Notice that when you switch between certain configurations, the parts seem to separate. Moving one of the links causes the parts to snap back together again. This is probably because there are so many options when moving between configurations that the software has difficulty choosing a final position. This is definitely one of the potential problems when using configured mates to show an assembly in various positions.

The assembly used for this example

Figure 14.9. The assembly used for this example

Notice also that although the grippers are positioned correctly, the arm is still allowed to swivel around the intended target point. You can correct this by defining an orientation for the grippers for each location. If an additional pivot were added to the assembly, then fully defining the parts would become more difficult. The arm would not be able to reach any additional points, but it would not be so limited in orienting the grippers at each point.

Driving the position indirectly

You can also use mates to drive configured positions of the assembly using a series of angle mates. This makes it more difficult because to get to a particular location, you have to do some calculations, but the angle mates are to be more stable than it would be to simply reply on moving the parts to unconstrained positions.

If you cycle through the derived configurations under the Indirect top-level configuration, notice that mates are not suppressed and unsuppressed; rather the values are changed. This makes it somewhat more difficult to precisely position the grippers, but because it is specific about the positions of the individual parts, there is no ambiguity.

Positioning with sketches

Although this technique still uses mates to position the parts and to change the position, you change sketch dimensions rather than mate values. Sketches used to drive parts from an assembly are sometimes called layout sketches or skeletons. I also discuss them in Chapter 16 for in-context or top-down assembly techniques and Chapter 11 as a way of controlling its parent-child relationships. Figure 14.10 shows the same assembly that is used for the rest of this chapter.

Positioning assembly components with sketches

Figure 14.10. Positioning assembly components with sketches

This particular assembly is driven by two sketches on different planes to govern the position of the parts. Keep in mind that this assembly has been used for all the other techniques as well; this means all these techniques can exist together simultaneously, and are controlled by configurations.

Examine the assembly to see how the parts are mated to the sketches. This is important. The first time you create a part such as this, you may be tempted to mate part planes to the sketch lines.

Warning

Mating planes to sketch lines has a very serious drawback that you must be aware of. Unlike other types of mates, which have an alignment that you can control, plane-to-sketch line mates cannot be aligned. This means that the software is as likely to align elements correctly as incorrectly on any plane-to-line mate.

Best Practice

A better way to mate part planes to sketch lines is to mate the Temporary Axes through the joints with the sketch endpoints. This solves the alignment problem.

Configurations for product variations

In this case, product variations means variations in size or part replacement. Some examples are a 4-foot cabinet and an 8-foot cabinet, or a two-button mouse and a three-button mouse.

As a simple example, Figure 14.11 shows the familiar robotic arm assembly, but with a variation: one of the arms has been replaced with a subassembly. The subassembly is made of the original replaced part using configurations, and there are configurations of the subassembly, which is again being used as a flexible subassembly.

A part that is replaced by a subassembly

Figure 14.11. A part that is replaced by a subassembly

Through the course of this chapter, the robot arm assembly has greatly increased in complexity, but it has retained the original information that was in the first version. Maintaining valid assembly data through manually managed configurations is difficult, and all it takes is a simple mistake to wipe out a lot of assembly configuration data. Appropriately, the next section discusses assembly design tables.

Design tables for assembly configurations

Chapter 10 dealt with part configurations and created a good framework for design tables in general. This chapter augments that information with what you need to know to use design tables effectively in assemblies.

Assembly design tables can do everything that part design tables can do, except for selecting configurations of base parts and split parts, which are not valid assembly functions. Assembly design tables can also do some things that a part design table cannot. These include:

  • Suppressing the state of a part (R for Resolved or S for Suppressed)

  • Assigning the component configuration for the assembly config

  • Enabling you to activate the Never Expand in BOM option

If you have been using design tables for a while and are familiar with older versions, then you may have noticed that the $show parameter, which specified whether the part was shown or hidden, has become obsolete due to the new functions of Display States.

Figure 14.12 shows the design table that results from auto-creation using the robot arm assembly. Some of the columns have been hidden to make it small enough to fit on the page. If you want to see the entire table, you need to open the assembly. If you edit the design table, you will probably want to use the Open in Separate Window option, which is easier to navigate and control.

An auto-created design table from the robot arm assembly

Figure 14.12. An auto-created design table from the robot arm assembly

Modify Configurations and Configuration Publisher

Modify Configurations and Configuration Publisher, two configuration tools, are covered in Chapter 10 in sections on part configurations. Modify Configuration is a dialog box you can use to configure dimensions, features, and custom properties in parts, and can also use in assemblies. It is sometimes used in the place of design tables when Excel's advanced functionality is not needed.

The Configuration Publisher is demonstrated in Chapter 10 on parts: it is used to create a PropertyManager that pops up when the part is placed into an assembly. The PropertyManager enables you to select a configuration to go into the assembly. Configuration Publisher is also available in assemblies; this means you can use a popup PropertyManager when assemblies are placed into other assemblies as well. Library subassemblies may be less common than library parts, where the popup PropertyManager would be used to best effect.

Both tools are useful for managing assembly configurations. Design tables offer the most complete control, but also have some drawbacks associated with being tied to Microsoft Excel. Both Modify Configurations and the Configuration Publisher are internal to SolidWorks, regardless of the level of the software you have purchased, so if you use one of them, you can be sure that whomever you send data to will be able to access all the functionality

Assembly configuration dos and don'ts

Assembly configurations have some potential pitfalls that you can avoid if you pay attention to some of these dos and don'ts.

  • Avoid using Delete as an editing option when working with configurations. Delete is forever and removes all configs.

  • Avoid the use of in-context relations to size parts when you are also using configurations to size parts. A non-configured part driven by a configured part only causes confusion.

  • Avoid using configurations to represent document control type revisions. I have seen people attempt to do this, but in the end, it limits the kinds of edits you can make to your parts and assemblies, and it is far too easy to make a mistake that wipes out all your diligence. In the end, this is not a viable technique.

  • If you are working with manually created configs, then you should create a new configuration and activate it before making the changes. Otherwise, you will end up trying to set the original config back to the way it was.

  • Remember to select the This Configuration Only option for changed dimensions instead of leaving it at the default All Configurations setting.

Creating Exploded Views

Creating Exploded Views

I have included exploded views in the assembly configurations chapter because, like Display States, exploded views are found in the ConfigurationManager under the configuration. Each config can have only a single exploded view with multiple steps, and you can copy exploded views between configurations.

When you are creating the exploded view of the top-level assembly, and a subassembly already has one, you can include the subassembly's exploded view in the top-level exploded view. While you are creating exploded views, mates are temporarily suspended.

To initiate a new exploded view, switch to the ConfigurationManager, right- click a configuration name, and select New Exploded View, as shown in Figure 14.13.

Figure 14.13 also shows the Explode PropertyManager interface. This interface includes a helpful How-To section at the top to give you a hint of where to start. You can initiate Exploded View from an assembly toolbar button or through the RMB menu on a configuration.

If you are creating assembly instructions or an animation from the exploded view (using SolidWorks Motion or the RMB options, Animate Explode and Animate Collapse), then you may need to be more careful about how the parts are exploded. You can create explode lines that show how the parts go back together.

Initiating a new exploded view

Figure 14.13. Initiating a new exploded view

To begin, you can explode the Base and the Tower down and back, respectively. A single part can explode in multiple directions, or multiple parts can explode in a single direction. These two parts are shown exploded in Figure 14.14. Select the base, and then drag the arrow of the Triad that moves in the direction that you want the part to move.

Exploding the base

Figure 14.14. Exploding the base

The Tower part is a little more difficult because it is not lined up with the direction in which it needs to be exploded. To remedy this, highlight the Direction box in the PropertyManager and select a face that is normal to the direction that you want to drag, or an edge that is in this direction. Then drag the appropriate arrow on the triad again, as shown in Figure 14.15.

Tip

SolidWorks Help says that you can drag the sphere of the triad onto a face to change the direction, rather than selecting a face in the Direction box. You must also hold down the Alt key while dragging it in order for it to stick to an entity.

Exploding the Twist Arm subassembly provides the opportunity to show a couple of useful subassembly functions. You can explode the parts of a subassembly either together as a unit or individually. You can even reuse explode steps from the subassembly, which is what you will do here.

Changing the direction of the explode

Figure 14.15. Changing the direction of the explode

To explode the subassembly as a single part and then reuse its explode steps from the subassembly file, ensure that the Select sub-assembly's parts check box is unselected, as shown in Figure 14.16.

Warning

You cannot reuse a subassembly's explode steps if the subassembly is set to Flexible. SolidWorks will tell you that there are no explode steps to reuse if you try to reuse the explode steps of a flexible subassembly. In order to work around this, you can set the subassembly to solve as Rigid, reuse the explode steps, and then set the subassembly back to Flexible.

Tip

While exploding the parts, you should rotate the view from time to time. Unless you are creating the explode for a particular point of view, the explode may look very different if you rotate it a little.

For the final explode step, the grippers will explode individually in opposite directions. Remember that these parts belong to another subassembly. If you create an explode step with the Select sub-assembly's parts option turned unselected or selected, you will not be able to change it later, so you need to pay careful attention to what you are doing.

Select the Select sub-assembly's parts option, select one gripper, Alt+drag the triad to set the direction, and then drag the distance of the explode. If you are in the mood to submit an enhancement request to SolidWorks, then you may want to request a Symmetrical Explode function for situations such as this. Figure 14.17 shows the finished result of the explode.

Exploding a subassembly

Figure 14.16. Exploding a subassembly

The finished explode

Figure 14.17. The finished explode

You may have noticed that each explode step creates a dashed line to show where the explode came from. Unfortunately, these dashed lines cannot be turned into usable explode lines on documentation. You must create explode lines manually, using 3D sketches. Although 3D sketches can be very tricky to use, for this purpose, you can limit their function to simple straight lines. As long as you try for simple results, the Explode Lines feature should work well.

Collapse Items in the RMB menu refers to expanded ConfigurationManager lists, while Collapse refers to un-exploding the Exploded View.

To initiate the Explode Line Sketch function, you can choose Insert

The finished explode

If after you have selected two circular edges, the explode line goes the wrong way, you can click the arrow at the start of the line. Notice in Figure 14.18 that the line seems to take an unnecessarily circuitous route. This is because the explode directions were not square to the assembly Origin. To work around this problem to some extent, you can deselect the Along XYZ option in the Route Line PropertyManager. You can move the jogs by bringing the cursor close to the line and selecting the arrows that pop up.

Redirecting explode lines

Figure 14.18. Redirecting explode lines

Redirecting explode lines

Figure 14.19 shows the difference between using the Along XYZ option (image to the left) and deselecting it when the explode is not square to the assembly Origin (image to the right). The completed explode lines are shown in Figure 14.20.

The Along XYZ option, selected and deselected

Figure 14.19. The Along XYZ option, selected and deselected

Completed explode lines

Figure 14.20. Completed explode lines

You can animate the explode or collapse from the RMB menu. To do this, right-click the exploded view and select Animate Explode or Animate Collapse. This method does not offer recording or Photoworks rendering like Animator software, but it is fast and easy. You cannot see explode lines during an animation.

Tutorial: Working with Assembly Configurations

To begin this tutorial, open the assembly named Chapter 14 Bike.sldasm. This assembly is made from the same parts as the assembly that was used in Chapter 12, but it will be used differently here. This file contains all the aspects that you need to work with in this chapter, including subassemblies, motion, and part configurations.

To learn how to work with assembly configurations, follow these steps:

  1. Prepare to use configurations by splitting the FeatureManager window into an upper and lower pane. Place the FeatureManager on the top and the ConfigurationManager on the bottom.

  2. Before starting to make changes to this assembly, add the top-level configurations that you will need, as follows:

    • Small Tires

    • Motion Configuration

    • Skeleton Driven Positions

    • Mate Driven Positions

    The configurations will list alphabetically.

  3. Make sure that the Advanced options for each configuration are set to Suppress new features and mates and suppress new components.

  4. Activate the Small Tires configuration. Figure 14.21 shows the FeatureManager up to this point.

    The FeatureManager and ConfigurationManager up to Step 4

    Figure 14.21. The FeatureManager and ConfigurationManager up to Step 4

  5. Open the Front Wheel Assembly in its own window and switch to the ConfigurationManager. Add a configuration called Small Tires, and change the tire to the configuration called Small Tire, which has already been created.

  6. Switch back to the main assembly window (using Ctrl+Tab), RMB-click the Front Wheel Assembly in the FeatureManager, and select Component Properties. Select the Small Tire configuration for the Front Wheel assembly, as shown in Figure 14.22.

    Changing the tires in the Component Properties dialog box

    Figure 14.22. Changing the tires in the Component Properties dialog box

  7. Repeat Steps 4 to 6 for the Rear Wheel assembly.

  8. Double-click another configuration from the list and watch the assembly change from small to fat tires.

  9. Change to the Motion configuration. RMB-click the Stem-Fork assembly, select Component Properties, and set the assembly to be solved as Flexible.

  10. Exit the dialog box and check to see that the fork linkage mechanism moves by dragging the fork. Notice that the fork works but that the front wheel does not move with it. The bike design is not yet complete, so you do not need to worry about that at this point. Putting the front wheel in the fork assembly could be used to make the wheel move with the fork.

  11. Switch to the Skeleton Driven Positions configuration.

  12. Display the assembly layout sketch at the top of the FeatureManager.

  13. Create two new derived configurations under the Skeleton Driven Positions configuration, one called Default Position and the other called Compressed Position.

  14. Activate the Default Position configuration, and make a coincident mate between the Top plane of the Chainstay part and the sketch line indicated in Figure 14.23. Again, the wheel does not move at this time.

    Positioning the rear of the bike

    Figure 14.23. Positioning the rear of the bike

  15. Activate the Compressed Position configuration and make a coincident mate between the same plane and the line that is angled up at 10 degrees.

Note

For these configs you also need to set the Advanced options just as you set the top-level configs in Step 3. If you do not do this, you may need to manually suppress the unwanted mates in the appropriate configurations.

  1. Switch to the Mate Driven Position configuration. Change the stem-fork assembly to a flexible subassembly (RMB-click and choose Component Properties

    Positioning the rear of the bike
  2. Add new derived configurations called 1, 2, and 3. While creating the new configs, ensure that the Suppress new features and mates and Suppress new components options are selected. Leave the 1 configuration activated.

  3. Make an angle mate between the Bike assembly Top plane and the face of the link, as shown in Figure 14.24.

    Using angles to position the fork

    Figure 14.24. Using angles to position the fork

  4. Once the mate is complete, double-click the angle dimension (you may have to double-click the angle mate to get it to display and then zoom out to see it), and change the value to 18 degrees. Again, with the change, the fork may fly to an unexpected location. Pressing Ctrl+Q brings it back.

  5. Switch to the configuration 2, unsuppress the angle mate made in Step 18 and change the value to 25 degrees. You may have to change the configuration 2 to Flexible, although it should inherit this property from the parent config.

Note

You need to set the Fork assembly to solve as Flexible for each configuration. You may also need to control the alignment for the angle mate manually for each configuration.

Summary

Display States in the assembly can save you a lot of time because they change faster than configurations and offer more options for visualization, including mixed display modes. Assembly design tables can select Display States and drive many other parameters in assemblies. Remember also that the Modify Configurations and Configuration Publisher work in assemblies as well as in parts. Assembly configurations are a very powerful tool for product variations and performance, especially when combined with SpeedPak.

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