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System options, units, and templates

From: SolidWorks 2014 Essential Training

Video: System options, units, and templates

Understanding how to modify basic system options is essential

System options, units, and templates

Understanding how to modify basic system options is essential to getting the correct results out of the software. Templates are the starting point for parts, assemblies and drawings, and we're going to create our own templates to use in the rest of this course. To get started, let's go ahead and open up a new document. So, click on New. And notice, I've got 3 options. I've got Parts, Assemblies and Drawings, And we can create templates for any one of those 3, or all of them. But if you also look right below that under Advanced and click on that, notice I also have a couple of different places I can find these templates at.

A couple of different tabs at the top I can click on for tutorial, and notice, I only have a basic Part, Assembly and Drawing template to start with. When I first get started, I'm going to choose that part template, and click OK. And that's the same one we've been using in all the other movies. So now we can modify this to anything we want and then save it out as a template and the next time we get started, we'll have exactly that starting point for when we start building our model. The first few things you might want to be adjusting may be the units. So let's go up to options, let's come over here to document properties, go over to units and take a look.

I can change from millimeter to inches or any other combination between the 2. I can adjust how many decimal points I can see. In my Part. When I'm happy with that, I can also go ahead and take a look at annotations. How things are going to look on the screen. I can look at the drafting standard I'm going to be using. I can modify balloons, datums, any of these things here. Change the way angles are presented. I can change many different things as far as the detailing or setting up of these functions inside of SolidWorks. Under my system settings, I can make any of these changes. Once you're happy with those, go ahead, click on the bottom.

Click on OK. An now that's saved out. How about the background? I can take a look at the background here. By default, I've got the 3 point faded background turned on. I'm going to change this over to this rooftop background. Bring a little color in the back. That's okay. How about the planes? Maybe I use the top plane quite a bit. So I can click on that plane, go ahead and that plane, so it's there, and maybe the origin, maybe I want to show that origin as well. And if you don't see it there, just go ahead and click on it and make sure you go under View, make sure you're showing origins, that's a good starting point. And maybe we're reusing a lot of aluminum parts and we want to pre-define the material before we get started on building the part.

So I can click on material, going to right click on it. I can say, edit material. I'm going to jump down to aluminum alloys. In this case here, I'm going to choose 6061T6, there it is. Go ahead and click on Apply. And if I want to, I can also come over here to Favorites And if I'm going to use that one quite a bit, I can go ahead and add it to favorites. Go ahead and click on Close. Now we have a part that's looking pretty good. And this is a starting point at where I'd like to start when I'm building other parts. Now I'm ready to save this out to the file system. So I'm going to go up to file, click on Save As, and my default is trying to save it as a regular part.

We really don't want a regular part. We really don't want a regular part here. We want this to be a part template. So I'm going to click on The drop-down, and choose Part Template. Notice I've got that Part.prtdot originally in there that we started from, but I want to actually save it as a different template, so I'm going to call this one New Part. And that's going to be saved in SolidWorks 2013. Templates, or you can update it to 2014 depending on which file you're using. A lot of times when you install a newest version of SolidWorks, it continues to use the older folders, so we have 2013 as well as 2014 installed this machine, and it's using the 2013 folder right now because we upgraded the software from that and it's not overwriting.

So either way you have it set up is not a big deal. When you're happy with it, go ahead and click OK, click on save, and there it is. Now I can close this down, come back up to new, and notice there's my new part template right there, If I click on it, click on OK, it opens it up, or if I want to I can click on new, go back to the original template, open that up, and notice I don't have any of those changes. So you can have templates in all types of different shapes and sizes. You can have some from inches, some for metric. Some with different backgrounds, different materials. In fact you can even have the beginning stages of a part designed. Maybe you have a bracket you always use.

You can actually design the bracket and save that out as a starting point for future designs. Also if you have part templates, you're going to want to save on a network share folder or a server so that everybody in your company can share the same templates. You might want to save those on a remote computer and then point your Solidworks version to go and look for that folder. To do so, go up here to Options, come over here to File Locations. Under Document Templates, go ahead and click on Add, find the path, and then click OK, and it'll add it to your list of search locations for those new templates and it'll show up as a new tab on the top of that new document dialog box.

Creating a template configured with all the options that you want to use in design will save you time and help you focus on the design, whereas constantly having a modified system options on a part by part basis. Create templates for all of the most common part types

Show transcript

This video is part of

Image for SolidWorks 2014 Essential Training
SolidWorks 2014 Essential Training

97 video lessons · 7050 viewers

Gabriel Corbett

Expand all | Collapse all
  1. 1m 51s
    1. Welcome
      1m 7s
    2. Using the exercise files
  2. 31m 13s
    1. Launching SolidWorks for the first time
      3m 55s
    2. Accessing and customizing the Ribbon
      4m 14s
    3. Touring the shortcut bar and identifying essential keys
      7m 27s
    4. Saving, renaming, and managing files
      10m 28s
    5. Working with the new view cube, or View Selector
      2m 36s
    6. New features in SolidWorks 2013 and 2014
      2m 33s
  3. 14m 11s
    1. Understanding the 3D world
      2m 31s
    2. Creating your first part
      3m 15s
    3. The virtual, parametric prototyping environment
      1m 56s
    4. The FeatureManager and feature-based modeling
      3m 43s
    5. History-based modeling and the rollback bar
      2m 46s
  4. 28m 32s
    1. Starting a new sketch
      6m 50s
    2. The six steps used in almost all modeling features
    3. The Line and Centerline tools
      3m 25s
    4. Using the Circle tool
      1m 51s
    5. Adding and removing relationships and dimensions
      6m 56s
    6. Understanding relationship types
      3m 58s
    7. System options, units, and templates
      4m 40s
  5. 18m 28s
    1. Drawing rectangles
      5m 31s
    2. Creating arcs in a sketch
      4m 8s
    3. Drawing splines in a sketch
      4m 57s
    4. Sketching polygons
      3m 52s
  6. 36m 5s
    1. Trimming and extending portions of a sketch
      3m 54s
    2. Creating offset geometry
      3m 13s
    3. Moving, copying, rotating, and scaling elements
      3m 13s
    4. Erasing, undoing, and redoing actions
      2m 24s
    5. Using the mirror tools
      2m 24s
    6. Creating repeating patterns in a sketch
      4m 55s
    7. Using construction lines to build robust sketches
      3m 25s
    8. Applying fillets and chamfers to a sketch
      2m 32s
    9. Working with slots
      3m 46s
    10. Adding text to parts
      4m 1s
    11. Using the Convert Entities command
      2m 18s
  7. 9m 33s
    1. Working with planes
      5m 28s
    2. Placing and using axes
      2m 22s
    3. Placing a coordinate system
      1m 43s
  8. 17m 50s
    1. Extruding a sketch into a 3D object
      4m 36s
    2. Using Revolve to create 3D parts
      2m 42s
    3. Using Loft to create complex shapes
      4m 40s
    4. Refining a loft shape with guide curves
      2m 22s
    5. Using the sweep to create wire and pipe shapes
      3m 30s
  9. 20m 23s
    1. Modifying parts using the Extruded Cut tool
      5m 42s
    2. Working with the Revolved Cut tool
      6m 19s
    3. Using the Lofted Cut tool
      3m 32s
    4. Cutting holes and grooves with the Swept Cut tool
      4m 50s
  10. 21m 5s
    1. Using fillets and chamfers to smooth corners
      5m 58s
    2. Creating repeating rectangular patterns
      3m 16s
    3. Creating a circular pattern
      2m 27s
    4. Mirroring objects
      4m 0s
    5. Using the Shell and Draft tools
      3m 52s
    6. Scaling parts
      1m 32s
  11. 9m 39s
    1. Working with reusable sketches and blocks
      2m 47s
    2. Creating blocks
      3m 51s
    3. Designing with blocks
      3m 1s
  12. 29m 45s
    1. Understanding the tools for beginning a new assembly
      4m 46s
    2. The basic steps in creating an assembly
      3m 18s
    3. Mating parts together in an assembly
      6m 43s
    4. Working with subassemblies
      2m 9s
    5. Linear and circular assembly patterns
      4m 56s
    6. Downloading premade parts from the Internet
      3m 32s
    7. Using Toolbox
      4m 21s
  13. 15m 8s
    1. Mating parts with coincident, parallel, and distance mates
      4m 35s
    2. Mating parts with width mates
      5m 53s
    3. Mating parts with path mates
      2m 5s
    4. Mating parts by aligning planes
      2m 35s
  14. 10m 20s
    1. Getting started with the Hole Wizard
      4m 38s
    2. Positioning holes in layout sketches
      5m 42s
  15. 15m 27s
    1. Linking sketches to other parts
      4m 28s
    2. Linking to layout sketches
      6m 48s
    3. Using the Hole Wizard in context
      4m 11s
  16. 17m 15s
    1. Understanding threading concepts
      7m 17s
    2. Using a helix and Swept Path to create a thread
      4m 2s
    3. Understanding internal threads
      5m 56s
  17. 17m 25s
    1. Using equations to drive a sketch
      5m 5s
    2. Working with complex calculations
      2m 6s
    3. Integrating Microsoft Excel to manage design tables
      7m 10s
    4. Building assemblies using part configurations
      3m 4s
  18. 23m 17s
    1. Working with drawing templates
      6m 49s
    2. Setting up drawing options and sheet properties
      3m 43s
    3. Choosing the correct projection angle
      2m 21s
    4. Adding model views to a drawing
      10m 24s
  19. 16m 8s
    1. Creating general dimension notations
      6m 37s
    2. Creating ordinate and running dimensions
      3m 0s
    3. Dimensioning holes and curved features
      3m 8s
    4. Using the autodimension tools
      3m 23s
  20. 14m 38s
    1. Creating holes and callouts
      5m 8s
    2. Adding center marks and centerlines to a drawing
      3m 46s
    3. Adding item notes
      2m 57s
    4. Making drawing revisions
      2m 47s
  21. 11m 42s
    1. Adding assemblies to drawings
      2m 10s
    2. Including a bill of materials
      1m 42s
    3. Adding balloons to specify parts on an assembly drawing
      1m 39s
    4. Adding a title block and sheet properties
      2m 8s
    5. Building an exploded view for an assembly drawing
      4m 3s
  22. 1m 2s
    1. Next steps
      1m 2s

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