How to add a Geometric Tolerance frame to your Sheet Format

**OUTDATED Content: Update–>SOLIDWORKS 2020 now allows you to add Geometric Tolerance and Surface Finish symbols onto your Sheet Formats directly without the following workaround**

SolidWorks Sheet Formats do not support Geometric Tolerance frames.  So, what can be done if you wish to display a frame with your Sheet Format on drawings?

First, a quick review.  SolidWorks has two separate files that serve as the starting point for creating new drawings.  The primary file is the Drawing Template (*.slddot).  Every time you start a new drawing, it must be from an existing Drawing Template.  The template contains all the settings and other information needed for every drawing.  In particular, it uses information from a Sheet Format (*.slddrt) for the border and title block.  Each time you create a new sheet on your drawing, the Sheet Format is directly loaded.  However, neither the Sheet Format or the Drawing Template automatically update existing drawings.  For more information on Sheet Formats and Drawing Templates, see SolidWorks Help.  The tip found in this article is for more advanced users and CAD Administrators that are already familiar with these topics.

Back to the story.  Perhaps your company is moving towards using the model to define your product, but still uses the drawing to established specifications, such as tolerances, general notes, process control dimensions, etc.  Common practice for this scenario is to establish a generic Profile specification on the drawing that is then applied to the model.   But, you cannot store a Geometric Tolerance frame within a Sheet Format.  You won’t likely want to draw your frame using sketches.

Solution? You can have a Sheet Format display a Geometric Tolerance frame that is present on a Drawing Template!  Here’s how.

1.  First, make backup copies of your Sheet Formats and Drawing Templates!  OK, once that is done, open your Drawing Template using File>Open dialog set to Template (*.prtdot; *.asmdot; *.drwdot)

2. Create your Geometric Tolerance frame using the Geometric Tolerance annotation tool.

3. Place your new frame in the lower right corner of your Drawing Template.  Don’t be concerned if it overlaps the border, but it is a good idea to keep it inside the paper space.

4. Create an annotation note (Insert>Annotations>Note…) and place it anywhere on the drawing.

5. While the annotation note is still being edited, click on the Geometric Tolerance frame.  The frame will now appear in the note.  Select OK to accept.

6. Select the new note.

7. Press CTRL-X.  The note should disappear, as it is being cut from the Drawing Template.

8. RMB click on any empty area of the blank paper space and select Edit Sheet Format.  This will take you into the Sheet Format editing mode.

9. Click on the approximate location where you wish the frame to appear and press CTRL-V.  This will insert the note onto the Sheet Format.  Click and drag it to the desired location.

10. RMB click on an empty area of the paper space.  Select Edit Sheet.  This will exit the Sheet Format mode and return you to normal drawing mode.

11. RMB click on the original Geometric Tolerance frame and select Hide.

 

12. Goto File>Save to save your Drawing Template.

13. Goto File>Save Sheet Format to save your Sheet Format.

(14.) Now, if you wish to edit the frame later, simply use View>Hide/Show Annotations.  The hidden frame will appear faded gray.  Select it and it will turn black.  Press ESC to exit the Hide/Show mode.  Edit the frame as your normally would any Geometric Tolerance frame.  When done, hide it again.  You may need to Rebuild to see the update.

Note:  If you open the Sheet Format directly without loading the Drawing Template or if you load the Sheet Format into a drawing created with an older Template, the annotation note containing the frame will be blank.  This is because the information is contained in your new Drawing Template, but the note is in the Sheet Format.

GD&T Feature Control Frame user interface?

Remember this old faithful interface for creating Geometric Tolerance frames (a.k.a, GD&T feature control frames, or GTOL annotations)?

There a new thread on the Drawings forum at SolidWorks Forums asking about how you use this user interface to create Geometric Tolerance Frames.  Your input is very welcome there (and here, if you wish).  What would you do to improve the inferface?

  • When do you use it?
  • How does it work for you?
  • What do you think about the workflow of creating the frame before you place
    it on the sheet?
  • How do you feel about the preview window (and would it be necessary if you
    could just see your frame being modified directly on the sheet)?
  • Do the restrictions within the interface (meant to force you to follow
    GD&T rules) ever prevent you from creating the frame that you need?
  • Have you used the PropertyManager settings that also pop up when you edit an
    existing frame?

Interpretation of Limits (ASME)

Some might look at the limits of a tolerance zone as non-absolute, but is that correct? ASME standards tell a different story for Interpretation of Limits.

When reading tolerances on engineering drawings, one of the finer points that comes up during Quality inspection is how to interpret tolerance limits.  Some might look at the limits of a tolerance zone as non-absolute.

In other words, if a feature measures 14.004, but the upper limit specified on the drawing is 14.00, then one might be inclined to accept the part because 14.004 can be rounded to 14.00.  However, according to ASME Y14.5-2009 (and any earlier versions), this is false reasoning.

All limits are absolute.  Dimensional limits, regardless of the number of decimal places, are used as if they were continued with zeros.

The example given is similar to this: 12.2 means 12.20…0 (zero to infinity).

So, with that clear statement, interpretation of limits is always absolute.  A measurement of 14.004 is a nonconforming part if the upper limit is 14.00.  This is important, as it eliminates ambiguity and the opportunity to fudge with the numbers in a way that can affect quality and even product definition over time.

It’s All Over!

When “All Over” is applied to a Profile of a Surface, it pretty much defines the entire shape of a part in every direction.

ASME Y14.5M-2009 has been out for a little while now (after almost a year’s delay).  There are significant improvements and clarifications.  One addition in particular caught my attention, the ALL OVER symbol.  When applied to a Profile of a Surface, it pretty much defines the entire shape of a part in every direction (not just ALL AROUND which applies to the profile of a surface along a particular plane).

The symbol is either a double circle at the vertex of the associated bent leader, or the words ALL OVER placed immediately below the feature control frame.

ALL OVER symbols

The symbol indicates that a profile tolerance or other specification shall apply all over the three-dimensional profile of a part. It is applied as “unless otherwise specified” to allow for other existing dimensions and tolerances to take precedence.

ASME Example

The advantage of using this symbol is that it provides control of surfaces over an entire part without regard to part orientation, thus allowing us to directly reference the CAD model as basic and fully controlled, while still detailing critical dimensions and tolerances.  This may help companies better parts where they rely on the CAD model to provide complete specification.  In fact, where a CAD model is declared basic, companies may be able to effectively place the Profile of a Surface FCF with the ALL OVER symbol right into their drawing title blocks along side other tolerancing information.