Drill and Tap; and calloutformat.txt (Part 2)

This entry is part 2 of 4 in the series Hole Callouts
*This article is continued from Part 1.*
*Updated some references to support current SOLIDWORKS versions [4/21/2019]*

Tip to use Simplified Threaded Hole Callouts

SOLIDWORKS has an usual method to control hole callout formats. Most other types of callouts are managed from with SOLIDWORKS settings.  However, hole callouts are controlled with an obscure file buried deep within its folder structure on the hard drive.  That file is calloutformat.txt (X:\Program files\SOLIDWORKS Corp\SOLIDWORKS\lang\english).  Additionally, there is also a calloutformat_2.txt.  What’s the difference between these files?  Calloutformat.txt is the default file which SolidWorks uses to determine how to form threaded hole callouts created with the Hole Wizard.  This file establishes the rules to show both the nominal drill diameter and the thread detail in a leadered note.  This is the most common method for threaded hole callouts. However, as mentioned, this method has flaws.

Thankfully, SOLIDWORKS provides an alternative with simplified callouts.  The user doesn’t have to go through and modify each and every callout instance in calloutformat.txt.  As obscure calloutformat.txt is, one would expect the alternative to be even more obscure; and it is!  The alternative file is calloutformat_2.txt, with no identification or in-file description to tell anyone of this fact.

Tip/Trick

Here’s the tip to use simplified threaded hole callouts. Before SolidWorks is started, launch Windows Explorer and goto X:\Program files\SOLIDWORKS Corp\SOLIDWORKS\lang\english (or similar, depending on SOLIDWORKS installation location). Rename calloutformat.txt to calloutformat_1.txt. Rename calloutformat_2.txt to calloutformat.txt. (Make a backup copy of course.)

The one drawback is that SOLIDWORKS uses different methods to callout the thread between the calloutformat.txt and calloutformat_2.txt.  This places a # in front of every threaded hole callout in this simplified format, and leaves off the series designation.  The work around for this is to simply open calloutformat_2.txt with Notepad, then use pulldown Edit>Replace to replace “<hw-threadsize> <hw-threadseries>” with “<hw-threaddesc>” in all instances prior to the renaming.  (Again, always make backup copies!)

Additional Networking Tip

Once calloutformat_2.txt is modified and renamed to calloutformat.txt, copy it to a network drive location that is available to all other SolidWorks users.  On each system, goto pulldown Tools>Options>File Locations>select Hole Wizard Favorites Database.  Point the folder to the network location of the new calloutformat.txtAlso point Hole Callout Format File to the same new folder. There are various methods to save this setting for future installs and updates, such as  Copy Settings Wizard or Admin Image.

P.S., Cosmetic Threads

One caveat to this whole story is how SOLIDWORKS automatically labels cosmetic thread annotations on ANSI standard drawings.  When you create the drawing view that contains the cosmetic thread, you get a surprize; something like “8-32 Machined thread” is added. It doesn’t really conform to any standard, and cannot be edited at the Part level within the cosmetic thread feature (unless you use a customized thread called “None”).  This callout can be inserted on drawings of other standards, such as ISO, by right-clicking on the cosmetic thread and selecting “Insert callout”.

If edited manually in the cosmetic thread feature properties, one can enter anything they want, and that will be the callout for the cosmetic thread on the drawing. If you want your threaded holes to say “Stop poking me!”, your hole callout will say “Stop poking me!”.  But there is no automated method to use the correct callout without directly entering it within the cosmetic thread’s property field and using a custom thread. One advantage is that if this field is edited, it does automatically update drawing where it appears.  However, if I’m relying on Hole Wizard information, I wouldn’t want to use the cosmetic thread annotation callout on my drawing anyway.

Drill and Tap; and calloutformat.txt (Part 1)

This entry is part 1 of 4 in the series Hole Callouts

Sooner or later, the topic of how to callout a threaded hole comes up in pretty much everyone’s career in the Mechanical Engineering field.  I’ve seen the nature of those discussions be straight forward, but I’ve also seen angst riddled arguements.  Though this isn’t a SolidWorks specific topic, it is important to its users. This is because SolidWorks specifies hole callouts differently in different scenarios.

The conventional rule (within ANSI Inch) is that a threaded hole should be called out as a leadered note showing its nominal drill size and depth on the first line, and the thread size, threads per inch, thread series designation, thread class and thread depth on the second line.  This is common practice, so most people are comfortable using it.

Example (without use of symbols):
2X .190 DIA .190 DEEP
8-32 UNC-2B .164 DEEP

Of course, this method has flaws, which I’ll get into later.

I’ve seen two extremes as well.  At one extreme, the threaded hole callout has the actual drill bit size listed in addition to specification for the tap and drill.  I gather it would look something like this:

2X .438 DIA .25 DEEP WITH 7/16 Q DRILL
.438 UNC-2B .375 DEEP

Of course the basic flaw with adding the drill size is that this is a specification of process, which is generally disallowed by ASME Y14.5M-1994.  It is equivalent to having the note “FORM THIS PART WITH LATHE MODEL XYB”  or even, “JUMP UP AND DOWN THREE TIMES AND SPIN IN A CIRCLE BEFORE USING THE MILL TO CUT THIS HOLE”.  Hyperbole aside, this practice is not appropriate.

On the other end, one might find a hole callout that simply states the thread size, such as “TAPPED HOLE”  This is a bad case of under-specification.  I haven’t seen this method often on formal drawings, but it is very common on preliminary sketches.  There just isn’t enough information.

What is just-enough-information for a threaded hole callout?  Well, this answer is easy.  Thread size, threads per inch, thread series designation (sometimes considered optional), thread class, thread depth, and sometimes drill depth or end condition.  The “nominal” drill diameter isn’t actually needed.  There’s several flaws with including the drill diameter.  First, the actual drill diameter is not based on the callout, but rather the thread itself.  It is over-specification.  Second, drill diameter is stated as a dimension, so it is not nominal.  Because of this, the standard drawing tolerance must be applied to that dimension.  Again, this is over-specification because the thread has its own tolerance for its final size.  Simply by stating the thread class, its tolerance is called out.  Third, because of these other points, specifying the drill diameter is actually a specification of process.  Given all that, I always callout a threaded hole as so:

2X 8-32 UNC-2B DEPTH .165

In the rare event that drill hole depth or end condition is necessary to call out, then simply state that specification in the callout, or show it dimensionally on the drawing view itself.  How this relates to SolidWorks and the calloutformat.txt file will be discussed in Part 2 of this article.




SolidWorks World 2008 Day 3 (Jan 23) General Session

Several presentations stand out in my mind from the Wednesday General Session.  This was the session that really got down to the business of talking about the SolidWorks community and the future of the SolidWorks software.

Richard Doyle introduced the SWUGN regional leaders to the General Session.  I’m guessing this is the first time many people even heard of this group. This is an important group that is responsible for increasing the number of SolidWorks User Groups nationwide; and worldwide too.

SWUGN Leadership

Another memorable presentation was Engineers in Crisis comedy skit used to introduce us to many of the new functions and improvements that will appear in SolidWorks 2009.  The skit consisted of a supposed talk show host addressing many frustrations that CAD users (unnamedly SolidWorks users) experienced when using their CAD software.  The frustration was collectively referred to as PAS (Performance Addiction Syndrome).

Engineering in Crisis

Who isn’t addicted to something that performs well?  They showed short videos of some engineers who were going mad because of issues they were having with an unnamed CAD program.  To help, three “doctors” presented the videos and then explained the solution offered in SolidWorks 2009.  This one particular engineer in one of the stories was vexed by “too many steps.”  This was prolly the funniest of the bunch.  I remember when they showed him getting out of his co-worker’s car.  His co-worker double beeped his remote to lock his car.  The engineer (Bill, I think) preceded to yell something like, “You only need to beep it once!  Doing it twice is too many steps!  Ughh!!!”  The interviews with his boss and co-workers were icing on the cake.

PAS

Anyway, the point was that SolidWorks 2009 would be adding functionality and simplifying some tasks.  Just to name a few:

  • Big news is that SolidWorks 2009 will accept negative dimensions when adding dimension values to objects within a sketch!
  • Handling of large assemblies has improved substantially.
  • Features created at the assembly level will be transferred to the part.
  • BOM tables can now be directly added to the Model Assembly.
  • Slot tool has finally been added.  (In fact, I recently participated in a questionnaire regarding how this feature will be dimensioned on the drawing.)
  • In sketch mode, dimensioning for sizes of objects will automatically pop up and ask to be populated when the object is created.
  • Routing now supports flat cables, and so on.

This skit was immediately followed by a demonstration of the speed differences we can expect from SolidWorks 2009.  They had a side by side comparison between SolidWorks 2008 and 2009.  It does appear that performance will indeed be massively improved.  This is of course based on the presentation.  I will reserve my final judgment for when I get a chance to use 2009 for myself.

SolidWorks World 2008 Day 2 (Jan 22) Block Party!

Go-Go Dancer at the Concert

After three whole days of almost nonstop geekdom business, it was time to let loose, all on SolidWorks Corporation’s tab.  This was the SolidWorks World 2008 Block Party!  For this event, a few blocks of the Gaslamp Quarter was shut down just for the attendees of the conference.  Most of the bars and restaurants served free tap beer all night.  There was plenty of pretty finger food that was OK.  The live band was a nice touch, but didn’t really do it for me; too many not-so-good covers of 70’s rock classics that I don’t much care about anyway.  Then there was the two lone Go-Go dancers that were kind enough to spend as much time taking pictures with all the guys as they did dancing.  They musta been good sports about the whole thing.  

Chris MacCormick and I meet up at this one place with a small out-door patio.  He then took me around to meet everyone, including fellow bloggers, reps, and SolidWorks Partners.  This was my first time at SWW8.  Here’s a snippet of a slide-show.  I’m sure some will recognize themselves! 🙂

The night did end a little early at 10pm.  I guess that is to be expected for an hosted event on public streets.  As far as I can tell, we all had a blast.

New Technologies

I received an email the other day that I found interesting technology. As some of you may know, voice activation/recognition has been around a few years, but is slowly gaining popularity. For SolidWorks users, the technology is available now.

http://www.xpressosoft.com/

I have not tried the software myself yet, but anything to help users make their job easier to create models is OK for me. (thanks Joshua)

Also, something to think about is future technology and where it is headed. Having worked in engineering for over 20 years and in I.T., I have seen some new technology coming our way in a few years. In 5-10 years, my opinion is there will be great strides in how we do computing in all professions. Because of these changes, our society will have to adapt to new ways how we will shop and communicate, among other differences [Be ready to buy stock in FedEx or UPS 😉 ]. Our grandkids may be doing all or some of their schooling online. The future is near.

http://tech.msn.com/news/articlepcw.aspx?cp-documentid=6183619>1=10938

SolidWorks Real Reward (Smart Button)

SolidWorks USB Web Key Smart ButtonSolidWorks has a new Real Reward program.  This new marketing scheme is being kicked off by mailing out these USB Web Key smart buttons.  All you need to do is plug this device into your USB port and press the button.  It kinda reminds me of the easy button from the commercials of one of those office supply stores.  Of course, those easy buttons pretty much solve whatever problem with which you happen to find your self.  This smart button does one thing.  It takes you to the SolidWorks Real Reward program website.  Oh, and it has an LED that glows at you all day (assuming you leave it attached to your computer).  No matter how many times I press it, it always takes me back to the Real Reward program website.

Yup, it did it again.

The Real Reward program allows you to give the SolidWorks Marketing Department all of your friends and family email addresses so that they may email them with an offer for a 30-day free trial of SolidWorks, along with online support and training.  Matt Lombard’s recent post about the Walmart dollar bin comes to mind for some reason.

Once I plugged it in, I pushed it.  It went to the Real Reward program website.  Oh, dang, I just pushed it by accident and it opened up my web browser and did it again.  The documentation that was included with the smart button suggested that the button was programmed with two websites, but unfortunately, both actions with the button goes to the Real Reward program website.  It would’ve been cool if the second setting went to the main SolidWorks website or something so that I have an excuse to keep it plugged in for more than 5 minutes.  Marketing, huh?  Oh well.

Anyway, I then started looking for ways to reprogram this dang thing to make it actually useful.  No such luck so far.  I’ll report if I find a method.  In the meantime, it will light up my desk with its tiny LED reminding me to sell my friends and family’s email addresses for free to SolidWorks so they can promote a $6000 program to them.  I’m sure my Aunt Cathy (a nurse by trade) will appreciate the offer and snap up a copy as soon as she tries it out.

Oh, I didn’t mention the best part.  See, you don’t really sell the email addresses for free.  I was exaggerating.  Here’s the deal, if the people you refer actually buy SolidWorks, you start collecting prizes!   Seriously, check it out.  There’s some pretty cool stuff.  Maybe we can all send in each other’s email addresses so everyone gets credit for everyone else’s purchases so we can all get the free computer!  Oops, did I already find the MLM loop hole in this Marketing scheme?

Update (12/18/2009)

This program was cancelled by SolidWorks Corp as of December 2009.  I am not able to fulfill any further submission requests for the trial version of SolidWorks.  It is my understanding that SolidWorks still has other programs available.  Please contact a local VAR for details.  To find a local VAR or for information about current offers, please see the SolidWorks.com website.

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