IN THIS CHAPTER
Defining and creating curves in SolidWorks
Choosing an occasional specialty feature
Creating a wire-formed part tutorial
When you need to create features that are somewhat outside of the mainstream, you may need to reach deeper into the depth of the SolidWorks toolbox. SolidWorks has a lot of functionality that lies out of the public eye that in certain situations may be just what you are looking for. You will probably not use the tools you find in this chapter every day, but knowing about them may mean the difference between having capability and not having it.
Curves in SolidWorks are often used to help define sweeps and lofts, as well as other features. Curves differ from sketches in that curves are defined using sketches or a dialog box, and you cannot manipulate them directly or dimension them in the same way that you can sketches. Functions that you are accustomed to using with sketches often do not work on curves.
The curve features that this chapter deals with are:
Several features that carry the curve name are actually sketch-based features:
Split Line is another feature that can create edges on faces that can be used like curve features. Split Lines are not even remotely considered curves, but they can function in the same way in some situations, so this section discusses the Split Line along with the rest of the curve and other curvelike features.
Of these, the Projected and Helix curves are by far the most used, but the others may be important from time to time. Curve functions do not receive much attention from SolidWorks. Updates to curve features are few, and in some cases the functions are buggy. The usefulness of curve features is limited in the software, but in some cases there is not another good way to achieve the same result.
Tip
When you come across a function that does not work using a curve entity, but that works on a sketch (for example, making a tangent spline), it may help to use the Convert Entities function. Converting a helix into a 3D sketch creates a spline that lies directly on top of the helix and enables you to make another spline that is tangent to the new spline.
You can find all the curve functions on the Curves toolbar or by choosing Insert Curve from the menu.
Curve features in general have several limitations, some of which are serious. You often have to be prepared with workaround techniques when using them. When curves are used in features, you often cannot reselect the curve to reapply sketch broken sketch relations. (The workaround for this is to select the curve from the FeatureManager, or if that doesn't work, you may need to delete the feature and re-create it). In addition, curves cannot be mirrored, moved, patterned, or manipulated in any way. (A workaround for this may be to use Convert Entities to create a sketch from the curve, or to create a surface using the curve, and pattern or mirror the surface, using the edge of the surface in place of the curve feature.)
The Helix curve types are all based on a circle in a sketch. The circle represents the starting location and diameter of the helix. Figure 8.1 shows the PropertyManagers of the Constant Pitch and Variable Pitch helix types.
You can create all the helical curve types by specifying some combination of total height, pitch, and the number of revolutions. The start angle is best thought of as a relative number. It is difficult to predict where zero degrees starts, and this depends on the relation of the sketch plane to the Origin. The start angle cannot be controlled outside of the PropertyManager and cannot be driven by sketch geometry. The term pitch refers to the straight-line distance along the axis between the rings of the helix. Pitch for the spiral is different and is described later.
The Tapered Helix panel in the Helix PropertyManager enables you to specify a taper angle for the helix. The taper angle does not affect the pitch. If you need to affect both the taper and the pitch, then you can use a Variable Pitch helix. Figure 8.2 shows how the taper angle relates to the resulting geometry.
You can specify the Variable Pitch helix either in the chart or in the callouts that are shown in Figure 8.3. Both the pitch and the diameter are variable. The diameter number in the first row cannot be changed but is driven by the sketch. In the chart shown, the transition between 4 and 4.5 revolutions is where the pitch and diameter both change.
SolidWorks 2011 adds functionality that allows you to double-click a Helix feature and it displays the dimensions on the screen, which you can then double-click and change, rather than going back through the Helix PropertyManager interface. These dimensions can also be configured, which is a new function for helix features. This makes the Helix feature more standardized with other SolidWorks features. Figure 8.4 shows the variable helix with dimensions displayed from double-click. Simpler helix features have fewer dimensions on the screen.
The workflow for all of the Helix type curves is as follows:
A spiral is a flattened (planar) tapered helix. The pitch value on a spiral is the radial distance between revolutions of the curve.
The two types of projected curves are:
These names can be misleading if you do not already know what they mean. In both cases, the word sketch is used as a noun, not a verb, so you are not actively sketching on a surface; instead, you are creating a curve by projecting a sketch onto a face.
The Sketch On Faces option is the easiest to explain, so I will describe this one first. With this option set, the projected curve is created by projecting a 2D sketch onto a face. The sketch is projected normal (perpendicular) to the sketch plane. This is like extruding the sketch and using the Up To Surface end condition. The edge at the end of the surface would be the projected curve. The sketch can be an open or closed loop, but it may not be multiple open or closed loops, nor can it be self-intersecting. Figure 8.5 shows an example of projecting a sketch onto a face to create a projected curve.
This is the concept that most frequently causes difficulty for users. The Sketch Onto Sketch Projected Curve option can be visualized in a few different ways.
One way to visualize Sketch Onto Sketch projection is to think of it as being the reverse of a 2D drawing. In a 2D drawing, 3D edges (you can think of the edges as curves) are projected onto orthogonal planes to represent the edge from the Front or Top planes. The Sketch Onto Sketch projection takes the two orthogonal views, placed on perpendicular planes, and projects them back to make the 3D edge or curve. This is part of the attraction of the projected curve, because making 3D curves accurately is difficult if you do it directly by using a tool such as a 3D sketch spline; however, if you know what the curve looks like from two different directions, then it becomes easy. Figure 8.6 illustrates this visualization method.
When you think of describing a complex 3D curve in space, one of the first methods that usually comes to mind is describing it as two 2D curves from perpendicular directions, exactly in the same way as you would if you created projected drawing views from it. From this, it makes sense to see the creation of the curve as the reverse process, drawing the 2D views first, from which you can then create the 3D curve.
A second method used for visualizing Sketch On Sketch projected curves is the intersecting surfaces method. In this method, you can see the curve being created at the intersection of two surfaces that are created by extruding each of the sketches. This method is shown in Figure 8.7.
The Curve Through XYZ Points feature enables you to either type in or import a text file with coordinates for points on a curve. The text file can be generated by any program that makes lists of numbers, including Excel. The curve reacts like a default spline, so the teeter-tottering effect may be noticeable, especially because you cannot set end conditions or tangency. To avoid this effect, it may be a good idea to overbuild the curve by a few points on each end, or have a higher density of points.
If you import a text file, the file can have an extension of either *.txt or *.sldcrv. The data that it contains must be formatted as three columns of X-, Y-, and Z-coordinates using the document units (inch, mm, and so on), and the coordinates must be separated by comma, space, or tab. Figure 8.8 shows both the Curve File dialog box displaying a table of the curve through X, Y, and Z points, and the *.sldcrv Notepad file. You can read the file from the Curve File dialog box by clicking the Browse button, but if you manually type the points, then you can also save the data out directly from the dialog box. Just like any type of sketch, this type of curve cannot intersect itself.
The Curve Through Reference Points feature creates a curve entity from selected sketch points or vertices. The curve can be an open or closed loop, but a closed loop requires that you select at least three points. You cannot set end conditions of the curve, and so this feature works like a default spline in the same way as the XYZ curve.
The most common application of this feature is to create a wire from selected points along a wire path. Another common application is a simple two-point curve to close the opening of a surface feature such as Fill, Boundary, or Loft. One drawback in that regard is that the end tangency directions cannot be controlled on curve features. If a 3D sketch spline is used, end tangency direction is controlled easily through the use of spline handles and tangency to construction geometry. Curve Through Reference Points is largely unused, probably because 3D sketch splines are so much more powerful.
The composite curve joins multiple curves, edges, or sketches into a single curve entity. The spring shown in Figure 8.9 was created by using a composite curve to join a 3D sketch, Variable Pitch helix, and a projected curve. You can also use model edges with the composite curve. The curve is shown on half of the part; the rest of the part is mirrored. Curves cannot be mirrored.
Composite curves overlap in functionality with the Selection Manager to some extent. In some ways, the composite curve is nicer because you can save a selection in case the creation of the feature that uses the Selection Manager fails. (If you can't create the feature, you can't save the selection.) On the other hand, composite curves don't function the same way that a selection of model edges do for settings like tangency and curvature.
Split lines are not exactly curves; they are just edges that split faces into multiple faces. Split lines are used for several purposes, but are primarily intended to split faces so that draft can be added. They are also used for creating a broken-out face for a color break or to create an edge for a hold line fillet, discussed in Chapter 7.
There are some limitations to using split lines. First, they must split a face into at least two fully enclosed areas. You cannot have a split line with an open loop sketch where the ends of the loop are on the face that is to be split; they must either hang off the face to be split or be coincident with the edges. If you think you need a split line from an open loop, try using a projected curve instead.
The SolidWorks 2010 version removed some other long-standing limitations, such as splitting on multiple bodies, using multiple closed loops, and using nested loops. These much-needed improvements will help users avoid workarounds.
Caution
A word of caution is needed when using split lines, especially if you plan to add or remove split lines from an existing model. The split lines should go as far down the tree as possible. Split lines change the face IDs of the faces that they split, and often the edges as well. If you roll back and apply a split line before existing features, you may have a significant amount of cleanup to do. Similarly, if you remove a split line that already has several dependent features, many other features may also be deleted or simply lose their references.
The equation driven curve is not really a curve feature; it is a sketch entity. It specifies a spline inside a 2D sketch with an actual equation. Even though this is a spline-based sketch entity, it can only be controlled through the equation, and not by using spline controls. This feature is covered in more detail in Chapter 3, with other sketch entities.
SolidWorks contains several specialty features that perform tasks that you will use less often than some of the standard features mentioned in Chapter 7. Although you will not use these features as frequently as others, you should still be aware of them and what they do, because you never know when you will need them.
These features include:
Other types of less commonly used features fall into specialty categories such as sheet metal, multi-bodies, surfacing, plastics, or mold design. This includes features such as Freeform, Combine, Cavity, Scale, and several others. I placed the discussion about these features in chapters devoted to those specialized topics. The features treated in this chapter are more general use features.
The Scale feature, found at Insert Feature Scale, is mainly used for preparing models of plastic parts to make mold cavity geometry; however, it can be used for any purpose on solid or surface geometry. Scale does not act by scaling up dimensions for individual sketches and features; rather, it scales the entire part at the point in the FeatureManager history at which it is applied. The Scale PropertyManager is shown in Figure 8.10.
The Scale feature only becomes available when the part contains at least one solid or surface body. You can scale multiple bodies at once and can select from one of three options for the “Scale About” or fixed reference: the part origin, the geometry centroid, or a custom coordinate system. Of these, it is generally preferable to select the part origin because it is most often the case that you would want the standard planes moving with respect to the rest of the part as little as possible. If you needed to scale about a specific point on the geometry, you would need to create a custom coordinate system at that point and use that as the reference.
The Scale Factor works like a multiplier, so if you want to double all the dimensions, you would enter the Scale Factor 2. This does not work like the Scale function in the Cavity feature, which is less commonly used. Scale within Cavity uses a scale factor that is shown as a percentage, so to double the linear dimensions of a part would require a scale factor of 100%. The Cavity feature is only available in the context of an assembly, and has fallen out of favor with most mold designers.
Scale is also configurable, starting with SolidWorks 2011, meaning that different configurations can use different scale factors. Configurations are covered in Chapter 11.
An interesting aspect of the Scale feature is that you can disable the Uniform Scaling option. This allows you to apply separate scale factors for the X, Y, and Z directions. In mold making, this can be used if you have a fiber-filled material and the mold requires differential shrink compensation based on the direction of plastic flow, and thus of fiber alignment (the part will shrink less in the direction of fiber alignment). But you could also use it to size any general part. Just remember that if you apply differential scale, circles may be distorted. To get around this, you may be able to reorder the features to apply the Scale feature before the circular features are added.
Because Scale is simply applied to the body rather than to dimensions, it can be applied to imported parts as well as SolidWorks native parts. Sometimes people use the Scale feature to compensate for improper imported units. For example, if a part was originally built in inches, and translated in millimeters, you might want to scale the part by a factor of 25.4. You can also enter an expression in the Scale Factor box so that if the import units error went the other way, you could scale a part down by 1/25.4. The limitation to the scale feature is that the SolidWorks modeling space for a single part is approximately a box of between 500 and 700 meters centered around the origin. There appears to be some difference between sketching limits and 3D solid limits.
The Dome feature in SolidWorks is generally applied to give some shape to flat faces, or an area of a flat face. A great example of where a Dome fits well is the cupped bottom of a plastic bottle, or a slight arch on top of buttons for electronic devices.
Until SolidWorks 2010, another very similar feature existed, which was called Shape. You can no longer make Shape features, but you may find one from time to time in old parts. If you find a Shape feature on an old part, it will continue to function unless any of its parent geometry changes. Shape features will not update in SolidWorks 2010 or later. SolidWorks recommends you re-create the geometry as another feature, possibly a Dome or Freeform feature.
Best Practice
Dome features are best used when you are looking for a generic bulge or indentation and are not too concerned about controlling the specific shape. Occasionally, a dome may be exactly what you need, but when you need more precise, predictable control over the shape, then you should use the Fill, Boundary, or Loft feature.
The Dome feature has several attributes that will either help it qualify for a given task or disqualify it. These attributes can help you decide if it will be useful in situations you encounter:
The error caused by a Shape feature being forced to update in SolidWorks 2010 or later is shown in Figure 8.11.
The Dome feature has two notable settings: the Elliptical Dome and Continuous Dome.
The Elliptical Dome is available only on flat faces where the boundary is either a complete circle or an ellipse. The cross-section of the dome is elliptical and does not account for draft, which means that it is always tangent to the perpendicular from the selected flat face.
The Continuous Dome is a setting for any noncircular or elliptical face, including polygons and closed-loop splines. The setting results in a single unbroken face. If you deselect the Continuous Dome setting, it functions like the Elliptical Dome setting. Figure 8.12 shows the most useful settings for the Dome feature.
The workflow for the Dome feature is as follows:
The Wrap feature enables you to wrap 2D sketches around cylindrical and conical faces. However, trying to wrap around 360 degrees can cause some difficulties, although all the available documentation from SolidWorks on the Wrap feature says that you can wrap onto a conical surface.
The Wrap feature works by flattening the face, relating the sketch to the flat pattern of the face, and then mapping the face boundaries and sketch back onto the 3D face. The reason why it is limited to cylindrical and conical faces is that these types of geometry are developable. This means that the faces can be mapped to the flat pattern through some relatively simple techniques that happen behind the scenes. Developable geometry can be flattened without stretching. You will see in a later chapter that sheet metal functions are limited in the same way and for the same reasons.
SolidWorks does not wrap onto other types of surfaces, such as spherical, toroidal, or general NURBS surfaces, because you cannot flatten these shapes without distorting or stretching the material. The distinguishing characteristic is that Wrap works on faces with curvature in only one direction and will not work with compound curvature. There is software that can flatten these shapes, but it is typically done for sheet metal deep-drawing applications, which highly deform the metal. Figure 8.13 shows the Wrap PropertyManager interface.
The Wrap feature has three main options:
Scribe is the simplest of the options to explain, and understanding it can help you understand the other options. Scribe creates a split line–like edge on the face.
Several requirements must be met in order to make a wrap feature work:
Scribes can be created on solid or surface faces. Scribed surfaces are frequently thickened to create a boss or a cut. Figure 8.13 shows a scribed wrap.
The Wrap Emboss option works much like the scribe, but it adds material inside the closed loop sketch, at the thickness that you specify in the Emboss PropertyManager. Embossing can only be done on solid geometry. If the feature self-intersects, then the intersecting area is simply not embossed and is left at the level of the original face. One result is that creating a full wraparound feature, such as the geometry for a barrel cam, requires a secondary feature. This is because the Wrap feature always leaves a gap, regardless of whether the sketch to be wrapped is under or over the diameter-multiplied-by-pi length.
Tip
To work around this problem, you can use a loft, extrude, or revolve feature to span the gap.
When you use the Emboss option, you can set up the direction of pull and assign draft so that the feature can be injection molded. This limits the size of the emboss so that it must not wrap more than 180 degrees around the part.
Deboss is just like emboss, except that it removes material instead of adding it. Figure 8.14 demonstrates all these options. The part shown in the images is available on the DVD with the filename Chapter 8 Wrap.sldprt. For each of the demonstrated cases, the original flat sketch is shown to give you some idea of how the sketch relates to the finished geometry.
Keep in mind that this feature is not like the projected sketch. A projected sketch is not foreshortened on the curved surface, but is projected normal from the sketch plane. A sketch that is 1-inch long when flat will measure 1 inch when wrapped along the curvature of the surface and will measure less than 1 inch linearly from end to end.
The scribed part in the previous figure was created on a conical surface body. The surface was then thickened as a separate body and patterned.
Cross-Reference
Chapter 19 covers working with multi-bodies, and Chapter 20 covers surfaces.
The embossed cam employed a workaround with a revolve feature to close the gap that is always created when wrapping all the way around a part.
The example with the debossed text employs a direction of pull and draft so that the geometry can be molded.
The Flex feature is different from most other features in SolidWorks. Most other features create new geometry, but Flex (and Deform, which follows) takes existing geometry and changes its shape. Flex can affect the entire part, or just a portion of it. Flex works on both solid and surface bodies, as well as imported and native geometry.
Figure 8.15 shows the Flex PropertyManager interface. Flex has four main options and many settings. The four main options are as follows:
Best Practice
Flex is not the kind of feature that you should use to actually design parts, but it can be extremely valuable when you need to show a flexible part in an “in use” state. A simple example would be a rubber strap that stretches over something when it is used, but that is designed and manufactured in its free state. The geometry that you can create by using the flex functions is not generally production-model quality, but it is usually adequate for a looks-like model.
Figure 8.16 shows examples of each flex option using a model of a rubber grommet. The part shown in the figure can be found on the DVD with the filename Chapter 7 Flex.sldprt.
In some cases, the triad and trim planes are slightly disoriented. The best thing to do in situations like this is to simply reorient the triad using the angle numbers in the Triad panel of the PropertyManager. This is also a solution if the planes are turned in such a way that the axis of bending is not oriented to the bend that the part requires.
The Flex feature is very conscious of separate bodies. In some cases this can be helpful, but in default situations when there is only one body in the part, it can be annoying. Remember to select the body to be affected in the very first selection box at the top of the PropertyManager.
Tip
If you want to bend only one of the tabs on the grommet, then the best solution is to split the single body into two bodies and flex only one of the bodies. The examples shown for twisting and stretching use this technique.
Cross-Reference
Splitting a single body into multiple bodies is covered in Chapter 19.
You can place the trim planes by selecting a model vertex, by dragging the arrow on the plane, or by typing in a number. Be careful when dragging the plane arrows because dragging the border of the plane drags the flex value for the feature. (Dragging the plane in a bending operation is like changing the angle or radius for the bend.)
Using the triad can be very tricky. Moving the triad in the bending option moves the axis of the bend, and so it determines whether the bend will compress or stretch the material. The position of the triad also determines which side of the bent body will move or stay stationary, or if both sides will move. Placing the triad directly on a trim plane causes the material outside the bend on that side of the trim plane to remain stationary.
I highly recommend taking a look at the models that are provided with this chapter to examine the various functions of the Flex feature more carefully. The model uses configurations, which are covered in Chapter 11.
Like the Flex feature, the Deform feature changes the shape of the entire model without regard to parametrics, features, history, or dimensions. Some software packages call this technique global shape modeling. Also like Flex, Deform works on surface bodies as well as solids. Deform can also handle imported geometry as well as SolidWorks native parts. Model complexity is not an issue unless the part runs into itself during deformation.
The Deform feature is also another feature type that you may not use to actually design anything, but that you may use to show a model in a deformed state.
Best Practice
Typically, if you want a model to have a certain shape, then you need to intentionally and precisely model it with that shape. The problem with using deform and flex geometry for actual design data is that they both create fairly approximate geometry, and this process yields a result that is not completely intentional. The shape that you finally achieve is the result of arbitrary uncontrolled function of the feature, not necessarily creating a shape that you had clearly envisioned beforehand.
Figure 8.17 shows the PropertyManager interface for the Deform feature. The interface is different for each of the three main types, and also changes, depending on selections within the individual types. The interface shown is for the Curve to curve type because I believe this to be the most useful type.
The Point deform option enables you to push a point on the model, and the model deforms as if it were rubber. Figure 8.18 shows the PropertyManager, as well as a before-and-after example of the Point deform function. The key to using this feature is to ensure that the Deform region option is unselected. Aside from that, you just have to use trial and error when applying the Point deform option. The depth, diameter, and shape of the deformation are not very precise. Also, you cannot specify the precise location for the point to be deformed. Again, this is best used for “looks-like” models, not production data.
In the model from Figure 8.18, two Point deform features are used, one to apply some shape to the back and one to apply some shape to the seat.
Because the Curve to curve uses curve (or sketch or edge) data, it is a more precise method than the other deform types. The main concept here is to transform a curve on the original model to a new curve, thus deforming the body to achieve the new geometry.
The model shown in Figure 8.19 has been created using the Curve to curve deform. The part starts as a simple sweep (sweep an arc along an arc), and then a split line is created to limit the deform to a specific area of the model. The model is on the DVD with the filename Chapter 8 Deform Curve to Curve.sldprt.
I do not go into much detail on the Surface push deform type because it is not one of the more useful functions in SolidWorks. In order to use it, you must have the body of the part that you are modeling and a tool body that you will use to shape the part that you are modeling. The finished shape does not fit the tool body directly, but looks about halfway between the model and the tool body, blended together in an abstract sort of way. It looks like the dent that would result from an object being thrown very hard at a car fender, in that neither the thrown part nor the fender is immediately recognizable from the result.
The Indent feature is what the Surface push deform is trying to be, or should try to be. Indent uses the same ingredients as the Surface push, but it produces a result that is both intelligible and useful. For example, if you are building a plastic housing around a small electric motor, then the Indent feature shapes the housing and creates a gap between the housing and the motor. Figure 8.20 shows the PropertyManager interface for the Indent feature, as well as what the indent looks like before and after using the feature.
In this case, the small motor is placed where it needs to be, but there is a wall in the way. Indent is used to create an indentation in the wall by using the same wall thickness and placing a gap of .010 inches around the motor. The motor is brought into the wall part using the Insert Part command. This is a multi-body technique. Multi-bodies are examined in detail in Chapter 20.
Follow these steps to create a wire-formed part:
SolidWorks has a wide range of features beyond the basic extrudes and revolves. You saw the depth of the standard features in Chapter 7, and now in Chapter 8 you have seen the breadth of some of the less-used, but still useful operations. Not all of these secondary features measure up in terms of value for general modeling, but it is nice to know that if you need to show a model in a flexed in-use state, you at least don't have to directly model the deformed part manually.