DS SolidWorks Corp Hands-on Test Drive

SolidWorks 2011
Presentation Notes
Hands-on Test Drive
This document contains information to help you prepare for and present the Hands-on Test
Drive. It includes the following information:
ƒ General considerations to keep in mind when presenting the Hands-on Test
Drive to a group of prospective
customers.
ƒ How to set up the system and
associated files.
ƒ Specific pointers, tips, and
suggestions about how to
present the material in the Test
drive.

Dassault Systèmes SolidWorks Corp Phone: +1-800-693-9000

300 Baker Avenue Outside the U.S.: +1-978-371-5011
Concord, Massachusetts 01742 USA Fax: +1-978-371-7303
Email: info@solidworks.com
DS SolidWorks Corp Hands-on Test Drive

ii Introduction
DS SolidWorks Corp Hands-on Test Drive

Introduction The Hands-on Test Drive is an opportunity for prospective customers

to touch and feel SolidWorks 2011 in a structured environment. It is
neither a demo nor a training class. Instead, it combines elements of
both. As a result there are some important things to keep in mind:
ƒ The participant should leave thinking “Wow! That was easy!”
ƒ Don’t try to teach too much. That means don’t go into too much
detail about every concept and feature of the software. This isn’t a
training class.
ƒ Don’t make it look like magic, either. The participants have to be
able to do what you are doing. Make sure they can follow your
pace. Talk your way through the mouse movements and picks. In
this sense it isn’t really a demo, either.
Note: The 2011 Hands-on Test Drive is an instructor-led seminar.
Under no circumstances should you simply hand the HOTD manual to
a prospective customer and let them go through it unsupervised.
Important! The files you need to set up and run the seminar must be
downloaded from the VAR desktop. Create a Tab labeled SolidWorks
Test Drive.
Upgrade to SW2011 SP1 release or above to run the HOTD.

General The goal is for the prospective customers to follow along with you as
you go through the exercises. Therefore, you should keep several
Considerations things in mind:
ƒ You should have an assistant “work the crowd” providing at
elbow assistance while you are going through the Hands on test
drive. Their job will be to keep the participants’ frustration level
low and help them correct any mistakes they might make. If the
participants can’t do the exercise or fall behind, they will
conclude that the product is at fault and it is too hard to use.
ƒ You will need a high quality projection system so the
participants can see what you are doing and follow along.
ƒ It is more important for them to watch what you are doing than it
is for them to read along in the manual. Tell them the manual is
for them to take as a summary and reminder of what they did
during the hands on test drive class.
ƒ Closely monitor how everyone is doing. As you complete a
series of steps, poll the group to see if there are questions and to
make sure everyone is on track.
ƒ The entire test drive can be performed in approximately 180
minutes. However, if you have a group with little or no
Windows experience, 4 plus hours is a better pace.
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DS SolidWorks Corp Hands-on Test Drive
ƒ Defer general questions until the end. It is not uncommon for
questions about SolidWorks and its capabilities to arise during
the test drive. In order to stay on track and to maintain the flow
of the presentation, avoid long, involved answers. If it is clear
that the participant needs more information, or if the question
requires an elaborate explanation, defer their questions until after
the presentation is over.
ƒ If you tell them you will answer their question later, keep your
word. Write down the question so you don’t forget.

Preparation In order for the test drive to run smoothly, care must be taken to set up
the systems ahead of time.
1. Download the templates and create a SolidWorks Test Drive
tab in the New SolidWorks Document dialog box. This will
ensure that all document settings and displays are consistent
with the manual. All system settings should be set to a new
user default.
2. Check the System Options Settings: Input dimension value
and enable the Confirmation Corner.
3. Download the SolidWorks Test Drive folder from the VAR
Desktop. There are two folders: The SolidWorks Test Drive,
and the SolidWorks Test Drive Final. The solutions to the
manual are located in the SolidWorks Test Drive Final folder.
Work from the SolidWorks Test Drive folder.
4. Set Advanced for the new templates.
5. Clear all Short cut keys.
6. Display the default CommandManager tabs.
7. Display Geometric Relations.
8. Display Tangent Edges.
9. Display the Origin in the Graphics area.
10. Pin the Main menu toolbar.
The following sections describe the various aspects of system setup.
Remember: Be sure the participants’ systems are set up the same as
yours.
Options All the files you need to set up and run the test drive are in the
SolidWorks Test Drive folder located on the VAR Desktop. The
internet is required in a section of the Hands-on Test Drive to
download a component from 3D ContentCentral (located in the Final
folder) and for the Sustainability report section. The component is also
located in the SolidWorks Test Drive folder if you do not have access
to the internet.
Shortcut Whether you start SolidWorks from the Start/Programs menu or
2 Preparation
 Hands on Test Drive
from a shortcut on the desktop, you should modify the properties of
the shortcut so the Start in directory of the shortcut is the SolidWorks
Test Drive folder. This is also where you should place the parts and
assembly associated with the test drive. This way when the
participants open or save files, they will automatically be in the correct
directory.
Welcome Screen The Hands-on Test Drive was written on the assumption that the
SolidWorks Welcome screen has been turned off. It is neither shown
nor explained in the test drive booklet.
Templates Part, assembly, and drawing templates have been provided. Please
use them. Copy your existing templates to a backup location.
Sheet Format The Sheet Format is included with the Draw Template and utilizes the
default SolidWorks A (ANSI)-Landscape Sheet Format. Drawings are
created in Third Angle projection.

SolidWorks There is a short section on SolidWorks eDrawings at the end of the

eDrawings Test drive. In SolidWorks 2011, eDrawings is not an Add-In.
Toolbars The SolidWorks Test Drive focuses on the CommandManager tabs
and its default toolbars and the Right-click Pop-up Context toolbars.
Use the default CommandManager tabs and Context toolbars for a
part, assembly and drawing document. Use the Menu bar menu and
the Menu bar toolbar. Pin the Menu bars.
Inform the class, that there are various ways to execute a command in
SolidWorks. You can also customize the CommandManager.
Presentation The following bullets address some pointers and observations about
how to present the material in the Test Drive class. Included here are
some things that bear mentioning during your presentation.

ƒ SeaBotix LBV150 background. The SeaBotix LBV150 assembly

is a lightweight, low-cost, fully submersible Remotely Operated
Vehicle (ROV). The SeaBotix assembly can be remotely
operated for use at depths of up to 1,500 meters. Weighing less
than 25 pounds, the SeaBotix assembly represents a
breakthrough in tethered submersible design. The company
selected SW for this product because of its ease of use, ability to
model organic shapes and surfaces, SolidWorks eDrawings
communication capabilities and seamless integration with
SolidWorks SimulationXpress old name (COSMOSXpress)
analysis software. Also inform the group of Sustainability for a
part or an assembly. Green is the way of the future.
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DS SolidWorks Corp Hands-on Test Drive
ƒ Describe to the class that today, they will model an assembly
using parts that they create, and parts that have been created for
them due to the limited time of the class.
ƒ The first part that the class will create is a Clamp. The Clamp
part is used on the MiniGrab assembly. The SeaBotix assembly
uses the MiniGrab to grab and hold items from the sea floor.
ƒ As you go through the introductory material, use examples from
the Clamp part to illustrate such topics as the User Interface, the
FeatureManager design tree, and the System feedback that
appears on the cursor. Explain to the class that the cursor
feedback is very important. The cursor feedback will provide
them information on whether they are selecting an edge, a face, a
hole, etc.
ƒ Do not spend too much time or go into too much detail about the
User Interface or the FeatureManager design tree. You want the
students to get their hands on the system and see how easy SW is
as soon as possible.
ƒ Start your presentation with a Windows screen. SolidWorks
icon.
ƒ Page 17 - Set the New document tool to display the format on
the page. Display Larger Icons.
ƒ Page 18 - Explain about document units and document setting
options vs. system options and settings.
ƒ Page 20 - Explain the SW Origin, and Screen layout. Inform
them on the Consolidated drop-down menus and how SW
remembers the last command. Explain the differences between
the rectangle tools. Inform the students that the Corner rectangle
starts directly to the left. The students need to view the sketch
feedback symbol on their curser to select the correct starting
location for the rectangle.
ƒ Page 23 - Geometric references. Inform the students that they
can select from the Properties PropertyManager or Right-click
and select from the Context Pop-up toolbar. Sketch Relations
should be displayed.
ƒ Page 25 - Dimensioning. Some systems require the user to learn
different commands for each type of dimension. Not so with
SolidWorks! The students will dimension the height and width
of the rectangle using the Smart Dimension tool from the Sketch
toolbar. Inform them of the feedback symbol on their curser.
Explain to the students the Sketch toolbar and it’s location.
Emphasize the intelligence of the Smart Dimension tool.
ƒ Page 27 - Explain to the students about the Feature toolbar and
it’s location. Inform the class that the default Extruded direction
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 Hands on Test Drive
is towards the front. The default End Condition is Blind. The
MidPlane option was utilized to incorporate symmetry into the
design intent. Instant3D provides the ability to drag geometry
and dimension manipulator points to resize features directly in
the Graphics area and to use the on-screen ruler to measure
modifications. This will be discussed later in the class.
ƒ Page 29 - Saving Your Work. Make sure that everyone in class
is saving their work to the correct file folder. The correct file
folder is SolidWorks Test Drive. The folder should have been
setup before the class on all of the machines.
ƒ Page 32 - SW highlights the face, edge, etc. when selected. The
front face of the Clamp is highlighted when selected. This makes
it much easier for the students to view which face or faces that
are selected.
ƒ Page 32 - Explain to the class the different options for End
Condition. In this case, they will be using Through All for the
Clamp part.
ƒ Page 35 - Create a fillet. The class should view all four edges in
the Fillet PropertyManager. If a student has a problem selecting
an edge, make sure that the selection filter is deactivated on the
machine. Explain about the features of the new FilletXpert; Add,
Change, Corner.
ƒ Page 37 - Hole Wizard. Explain to the class about the Hole
Wizard Feature and its benefits.
ƒ Page 38 - Clarify to the class what a Horizontal relation is in
SolidWorks. The students are creating a Horizontal relation
between the Counterbore hole and the Origin. The students
should view Point1 and Point1@Origin in the Selected Entities
box.
ƒ Page 40 - Mirror Feature. Highlight that the CBORE for M6
SHCS1 is selected for the Features to Mirror. This is an
important step.
ƒ Page 41 - Tell the class that they successfully completed the
Clamp using SW. This was easy! Obtain input and discussion.
The Clamp is a component of the SeaBotix assembly.
ƒ Page 42 - Modifying Dimensions using Instant 3D. Instant 3D.
Inform the students about Instant 3D and its benefits. Inform the
students that their results will differ. Do not have them save their
work.
ƒ Page 44 - On-screen ruler. Explain Instant3D with features.
ƒ Page 47 - Sustainability. Sustainable engineering is the
integration of social, environmental and economic conditions

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DS SolidWorks Corp Hands-on Test Drive
into a product or process. Explain to your customers about the
important of Sustainability and the differences between
SustainabilityXpress and Sustainability.
ƒ Page 47 - Address the four key environmental impact areas.
ƒ Page 49 - Address Life Cycle Assessment and the Key Elements.
ƒ Page 50 - Apply SustainabilityXpress to a simple part. Inform
them of there options and features.
ƒ Page 51- Explain Baseline to them and then find similar
materials.
ƒ Page 53 - View the results between Stainless Steel and Nylon
6/10. Which is better? Have a group discussion.
ƒ Page 56 - Show the strength of Sustainability with the Find
Similar Materials feature.
ƒ Page 60 - Generate a Report. Internet access is required. View
the details and the alternative units such as Miles Driven in a
Car. Note: you can not generate a report if Microsoft Word is
running and you need Word to generate the report.
ƒ Page 61 - Review SustainabilityXpress and Sustainability for an
assembly.
ƒ Page 63 - Explain SWIFT Technology. The FeatureXpert is
powered by SolidWorks Intelligent Feature Technology
(SWIFT). The FeatureXpert manages fillet and draft features.
The FeatureXpert can change the feature order in the
FeatureManager design tree or adjust the tangent properties so a
part can successfully rebuild. Inform the students that the
FeatuerXpert supports the following features: Constant radius
fillet types, Neutral plan drafts, and Reference planes.
ƒ Page 64 - Point out how the FeatureXpert and the What’s Wrong
box works together.
ƒ Page 65 - The class will now build the Bar assembly. To build
the Bar assembly, they will use their Clamp part/component and
a pre-built Bent Bar component, Clamp Base part, and the
MiniGrab assembly. Review the Assembly toolbar from the
CommandManager tab.
ƒ Note: When you save the assembly, you will probably get one or
more messages telling you that (a) the assembly hasn’t been
rebuilt recently or (b) saving the assembly will save any
referenced files. These messages are not documented in the
book. If they appear, you should (A) not act surprised and (B)
explain to the participants what they mean. A good way to
explain the messages is to reassure the class that the system
keeps track of what you’ve been working on and what has
changed. This is just insurance that the files stay up-to-date and
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 Hands on Test Drive
that everything that needs to be saved does in fact, get saved.
ƒ Page 67 - Explain about Dynamic Collision Detection.
ƒ Page 69 - Explain about Motion Study and how you can create
an avi file very easy.
ƒ Page 73 - Standard Mates. You may want to provide a few
examples of Mates and how they are used in design. Visual aids
might help illustrate concepts such as Concentric and
Coincident. Make sure that the students understand how to use
the middle mouse key, the Zoom keys, the f key, z key and the
new g key.
ƒ Pages 71-74 - Make sure that the students are Zoomed in on the
correct face. Feedback is presented by a symbol attached to the
cursor indicating what they are selecting. The correct Faces are
displayed in the Mate Selections box as illustrated in the manual.
ƒ Page 77 - Explain to the class about SmartMates. SolidWorks
SmartMates automatically insert Mates between the Clamp and
MiniGrab assembly and the Clamp and the Clamp-Base.
ƒ Page 78 - Inserting the Clamp Component. Inform the students
that Zooming in on the correct face is very critical. The students
need to view the correct icon feedback symbol in this section.
ƒ Page 78-79 - To select the hole, it is very important to have the
students view the correct curser feedback on the mouse pointer.
Have the students Zoom in on the hole and the Clamp-base.
They need to view the Concentric/Coincident feedback icon. If
they performed this task correctly, the Clamp component will be
fixed to the Clamp-Base.
ƒ Page 80 – Appearance - Make sure that the students are clicking
Appearance in the Component (Clamp) box, not in the Feature,
Extrude1 box.
ƒ Page 81 - Explain about Smart Fasteners. The SolidWorks
Toolbox and SolidWorks Toolbox Browse is required in this
section. Talk to the class about Smart Fasteners and the
SolidWorks Toolbox which is used to automatically select the
appropriate fasteners and assemble them in proper sequence.
You can also customize the toolbox and add from extended
libraries.
ƒ Page 83 - Saving the Assembly. Save to the correct folder. View
the FeatureManager. Explain the components in the
FeatureManager. Explain about saving the assembly document
and the reference components to the document.
ƒ Page 85 - Describe the SolidWorks new Search tool. Inform the
students about the features of 3D ContentCentral. Provide live

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DS SolidWorks Corp Hands-on Test Drive
classroom access to the internet to download the connector for
the next section or load the connector component from the
SolidWorks Test Drive Final folder. Create and use a central
account for the students to access 3D ContentCentral.
ƒ Page 86 – Either explain the procedure and have the students
load the Lemo Connector for a folder and provide internet access
and have them download the component. You make the decision
based on time.
ƒ Page 88 - It is critical that the students Zoom in on the circular
edge of the connector and click the circular edge. Stress that they
need to view the icon feedback symbol on their cursor.
ƒ Page 89 - Another critical area to Zoom in on and have the
students obtain the correct Concentric/Coincident feedback icon
symbol.
ƒ Page 91 - The Measure tool. Explain to the class the ability to
display dual dimensions and the benefits to have a measure tool.
ƒ Page 94 - Interference Detection. SolidWorks had an issue with
SP0 using the Interference Detection tool. Upgrade to SW2011
SP1 release or above to address. Explain the difference between
Interference Detection and the Clearance Verification.
ƒ Page 98 - With the Defeature tool, you can remove details from
a part or assembly and save the results to a new file. You can
share the new file without revealing all the design details of the
model. This is new for 2011.
ƒ Page 103 - DimXpert for a Part. Inform the students of the
benefits of DimXpert, (GD&T) and later they will insert a part
into a drawing with dimensions created from the DimXpert tool.
ƒ Page 108 - Drawing section. The Draw default template
incorporates the A-Landscape Sheet Format. When you double-
click Draw from the New dialog box, the sheet format is
displayed and you are placed in Model View. There is no need to
set the Sheet Format. Explain how the Sheet Format can be
customized to your company’s formats. We will address the
View Palette also. Explain the View Palette features. You will
use Third Angle Projection vs. First Angle Projection. The US
uses Third Angle Projection.
ƒ Page 111 - Identify for the students the *Isometric view location
in the Orientation box. Inform them that they need to scroll
down to locate the “Set the scale” option box. Inform the
students that after they place the Isometric view, the Drawing
name is updated with the Assembly name. When you position
the Isometric view, keep in mind that later, you will be changing
it to an Exploded view. Leave room at the top and right so it can
8 Preparation
 Hands on Test Drive
explode without going off the paper.
ƒ Page 115- Tell them how easy it is to insert views on to a new
sheet. The default view is the Front view. They have now
created a drawing with two sheets.
ƒ Page 116 - Save the drawing. Inform them that they need to save
the drawing document and the reference models in the drawing
document.
ƒ Page 118 - Inserting Standard views with Annotations -
DimXpert. Explain about inserting a part into a drawing using
DimXpert combined with the View Palette tool. Explain the
View Palette dialog box to the students.
ƒ Page 121 - Fine-tuning the Drawing Views. Explain about the
mouse pointer feedback icons. Inform the students that this
provides flexibility to the user.
ƒ Page 123 - Explain the benefits of the dimension Palette rollover
button.
ƒ Page 125 - Adding a Section view. Section views can be very
tedious to create manually in a 2D drafting system. Because
SolidWorks models are solids, creating a Section view is nearly
automatic.

ƒ Page 126 - Have the class locate the Midpoint of the left vertical
edge on the Top view. Tell them, do not click. If the section line
isn’t drawn long enough, the Section view will be incorrect. The
section line should run nearly the full width of the view, from
border to border. Tell the class to move the section and top view
to view better in the drawing. Click the drawing view boundary
and drag to the desired position.
ƒ Page 128 - Adding Annotation and Reference Dimensions. It’s
as simple as one, two, three. Explain to them that the Annotate
toolbar provides tools for adding notes and symbols to a
drawing, part, or assembly document. Only those annotations
that are appropriate for the active document are available. Note:
Hole callouts are available in drawings. If you change a hole
dimension in the model, the callout updates automatically. Hole
callouts use Hole Wizard information when a hole has been
created by the Hole Wizard tool.
ƒ Page 131 - Exploded view. Exploding the view of an assembly
in SolidWorks allows you to look at it with the components
separated. While an assembly is exploded, you cannot add mates

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DS SolidWorks Corp Hands-on Test Drive
to the assembly. An exploded view consists of one or more
explode steps. An exploded view is stored with the assembly
configuration with which it is created. Each configuration can
have one exploded view. Today, we will create a single
exploded view in the Bar assembly, and then display the
exploded view in the Bar drawing.
ƒ Page 136 - Bill of Materials. Inserting a BOM is easy using SW.
The BOM should be quick and simple additions to the sheet. The
emphasis should be on how easy it is to create. A drawing can
contain a table-based Bill of Materials or an Excel-based Bill of
Materials, but not both. The table-based Bill of Materials is
based on SolidWorks tables and includes: Templates, Anchors,
Quantities for configurations, Whether to keep items that have
been deleted from the assembly, Zero quantity display,
Excluding assembly components, Following assembly order, and
Item number control.
ƒ Page 137 - State that the column headings and values in the Bill
of Material table can be customized.
ƒ Page 141 - Associativity. In SolidWorks, everything is
associative. If you create a change to a part, the change will
propagate to any and all assemblies and drawings that reference
that part.
ƒ Page 143 - SolidWorks Design Check is needed for this section.
Inform the students that Design Check is a timesaving tool for
ensuring compliance with your organization’s design standard:
Example: ANSI, ISO, etc,
ƒ Page 147 - Printing - It is a good idea to have a printer handy so
they can print out a copy of their drawing. They may want to
wait until the second drawing sheet is done before doing any
printing. Of course, in order for that to work, the systems would
have to be on a network with a printer.
ƒ Page 149 - SolidWorks eDrawings™. To illustrate how easy it is
to share information, save the drawing and publish it as an
eDrawing. Save the eDrawings files as the self-contained
executable (*.exe) format. Also, state that, “You can view
eDrawings files in a very dynamic and interactive way. Unlike
static 2D drawings, eDrawings files can be animated and viewed
dynamically from all angles. Point out that, “Recipients do not
need to have the SolidWorks application to view the file.”
ƒ Page 149 - Inform the class that SolidWorks PhotoView 360 is a
best-in-class rendering solution for creating photorealistic
images from 3D CAD models, increasing the impact of
presentations and proposals. It is a click and drag application.
10 Preparation
 Hands on Test Drive
Simple and quick.
ƒ Page 157 - Applying DXF Export to Sheet Metal – SolidWorks
DXF PropertyManager exports sheet metal to a .dxf file.
SolidWorks automatically cleans up overlapping entities so a
cleaner file is delivered to manufacturing.
ƒ Page 160 - SolidWorks PhotoView 360. Explain to the class the
power of PhotoView 360. This is a tool that to help your
customers and colleagues visualize your designs more easily.
The Walk through feature enables a video game-like exploration
of products.
ƒ Page 168 - Moving From AutoCAD. Inform the class on the
tools that SolidWorks offers to help from this transition.
ƒ Page 169 - DraftSight – 2D CAD and DWG files. If you have
the time, inform the students about this free product and our
website to obtain additional information.
ƒ Page 172 - SolidWorks SimulationXpress - If time is available
and depending on the class back ground, you can finish the Test
Drive here, or go on to the next section on SolidWorks
SimulationXpress.

Preparation 11