{"id":37,"date":"2008-03-17T05:08:48","date_gmt":"2008-03-17T12:08:48","guid":{"rendered":"http:\/\/www.fcsuper.com\/swblog\/?p=37"},"modified":"2010-02-10T14:01:41","modified_gmt":"2010-02-10T22:01:41","slug":"create-cad-standards-solidworks-environment","status":"publish","type":"post","link":"https:\/\/www.fcsuper.com\/swblog\/?p=37","title":{"rendered":"Create CAD Standards (SolidWorks environment)"},"content":{"rendered":"<p>Creating a drafting standards within a SolidWorks environment is an important task.\u00a0 The task may seem daunting to those of us who haven&#8217;t done this before, particularly if our company has no pre-existing documentation methods.\u00a0 These can be new companies, or companies moving from a lack of control into standardization.<\/p>\n<p>Fortunately, there is a lot of help available.\u00a0 Actual drafting standards already exist.\u00a0 Also, many of us have been through this before (sometimes multiple times).\u00a0 ASME provides American National Standards for many of the areas that need to be covered.\u00a0 ISO provides international standards for these too, however I will focus on the use of ASME since this is what I used myself.\u00a0 On the other-hand, creating SolidWorks specific standards requires a little more reseach and upfront work.<\/p>\n<p>Here are my very general suggestions for documents and tasks to create a company&#8217;s standard.<\/p>\n<ol>\n<li>SolidWorks Templates (basic overview)\n<ol>\n<li>Create a basic solid model template.\u00a0 The setup within this template will become the backbone of everything within SolidWorks. This will be the most used document.\u00a0 Establish custom properties that detail the part.\u00a0 (Use of existing properties can be leveraged to simplify this task.)\u00a0 Creation of this first template does not preclude the creation of other solid model templates. Instead, it will be used to create any others. For details about templates, goto SolidWorks Help and search titles only for the words &#8220;document templates&#8221;.<\/li>\n<li>Create a solid model assembly template.\u00a0 Many of the general settings of this template should be duplicates of the settings of the solid model template.\u00a0 Some planning is required.\u00a0 Determine the best method of assembly structure for your company.\u00a0 Several practices exist as guides, such as Top-Down, Horizontal Modeling, Bottom-Up, and Configurations.\u00a0 It is important to note that there is not one-size-fits-all method for all companies.\u00a0 Research each and make the determination based on company needs.\u00a0 Setup the assembly template to support the chosen method.\u00a0 However, do not become overly reliant on any particular methodology since situations may require flexibility.<\/li>\n<li>Decide how the drawing templates will interact with solid models. This includes deciding to have any pre-defined views, use of custom and other properties, etc.<\/li>\n<li>Create sheet formats and templates for each drawing size that will be commonly used.\u00a0 Include annotation notes linked to custom properties, such as part number, material, revision, originator, origination date, surface finish number and\/or type, etc.\u00a0 See SolidWorks Help search for &#8220;Link to Property&#8221;.<\/li>\n<li>If in a network environment, place the templates and sheet formats within a folder where all SolidWorks users will have access.\u00a0 Point all SolidWorks installs to this location.\u00a0 This can be done within pulldown menu Tools&gt;Options&gt;File Location&gt;Document Templates and Sheet Formats.<\/li>\n<li>Create a company standard for shortcuts and macros that speed up SolidWorks operations. Set up a network location for the company macros.<\/li>\n<\/ol>\n<\/li>\n<li>Create the following standard operating procedures.\n<ol>\n<li><span style=\"text-decoration: underline;\">SolidWorks Performance<\/span>that covers computer system requirements, Windows settings, SolidWorks installation, working folders, and standardizing files.<\/li>\n<li><span style=\"text-decoration: underline;\">SolidWorks Best Practices and Standards<\/span>\n<ul>\n<li>Solid models: discussing preferred methods for creating features.<\/li>\n<li>Assemblies: cover methodologies (when to use top-down or bottom-up; and what part should be the primary fixed component) and how to avoid circular mating, etc.<\/li>\n<li>Drawings: covering how to use templates\/sheet formats, shortcuts, common macros, etc.<\/li>\n<\/ul>\n<\/li>\n<li><span style=\"text-decoration: underline;\">Drafting Standards<\/span>, which can rely on ASME Y14.100 (umbrella engineering drawing standard), ASME Y14.5M (GD&amp;T drafting standard) and possibly ASME Y14.41 (3D model drafting standard).\u00a0 List exceptions to the ASME standards within the procedure.\u00a0 If relying on these standards, make sure to have copies of them on hand. This will allow the procedure to be short and to the point.\u00a0 If not relying on a standard, this procedure can potentially be very long.<\/li>\n<li><span style=\"text-decoration: underline;\">Source File and Document Control<\/span>, which covers how to handle file management (SolidWorks files) and documents.\u00a0 Be sure to cover processes for control of SolidWorks files in folders and\/or the PDM application.\u00a0 This may be a procedure that is supplemental the company&#8217;s general document control processes.<\/li>\n<li><span style=\"text-decoration: underline;\">Revision Control<\/span>, which covers how to revise engineering documents.\u00a0 This can rely on ASME Y14.35.\u00a0 If the company uses a ERP or PLM, this procedure may be supplemental to those processes.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>For references for further research, check out SolidWorks resource links, such as weblinks that can be found <strong><a title=\"Lorono's SolidWorks Resources Weblinks\" href=\"http:\/\/sw.fcsuper.com\/index.php?name=Web_Links&amp;req=viewlink&amp;cid=1\">here<\/a><\/strong> on <a title=\"Lorono's SolidWorks Resources\" href=\"http:\/\/sw.fcsuper.com\">Lorono&#8217;s SolidWorks Resources<\/a>.\u00a0 Also, check out <a title=\"SolidWorks User Blogs\" href=\"http:\/\/www.swugn.org\/pages\/resources\/SolidWorksBlogs.html\" target=\"_blank\">Blog Squad<\/a> sites such as <a title=\"Matt Writes\" href=\"http:\/\/sw.fcsuper.com\/index.php?name=Web_Links&amp;req=visit&amp;lid=41\" target=\"_blank\">Matt Writes<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating a drafting standards within a SolidWorks environment is an important task.\u00a0 The task may seem daunting to those of us who haven&#8217;t done this before, particularly if our company has no pre-existing documentation methods.\u00a0 These can be new companies, or companies moving from a lack of control into standardization. Fortunately, there is a lot &hellip; <a href=\"https:\/\/www.fcsuper.com\/swblog\/?p=37\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Create CAD Standards (SolidWorks environment)&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[69,16,4,9,17,18],"tags":[87,86],"series":[],"class_list":["post-37","post","type-post","status-publish","format-standard","hentry","category-asme-standards","category-drawing","category-how-to","category-methodology","category-model-assembly","category-part","tag-asme","tag-standards"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create CAD Standards (SolidWorks environment) - SolidWorks Legion<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fcsuper.com\/swblog\/?p=37\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create CAD Standards (SolidWorks environment) - SolidWorks Legion\" \/>\n<meta property=\"og:description\" content=\"Creating a drafting standards within a SolidWorks environment is an important task.\u00a0 The task may seem daunting to those of us who haven&#8217;t done this before, particularly if our company has no pre-existing documentation methods.\u00a0 These can be new companies, or companies moving from a lack of control into standardization. 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