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Working with drawing templates

From: SolidWorks 2014 Essential Training

Video: Working with drawing templates

A drawing tablet contains a sheet format as

Working with drawing templates

A drawing tablet contains a sheet format as well as these borders inside of a drawing. Making or choosing a template is an important in relaying the correct information about your part. A sheet template will have a block projection type and the units in scale. To get started, lets go ahead and open up 17.1-1 and we are going to make a drawing of this part here. So there is 2 ways to do that. Number 1 would be go up click on New, come down here to drawing and click on OK. Or if you cancel that out, I can go up to File, Make Drawing From Part, click on that.

Here's the default template. And go ahead and click on OK. Now, I'm going to choose this ANCC Drawing Format. And notice it just prepopulates it with a standard Sheet format which is called landscape C, which is right there. And we're going to go ahead and click on OK. And we can then drag in one of the views of our model, maybe a projection view. When we're done with that click on Escape and you can see at the bottom here I have a few pieces of information like the part description as well as the part number. But we're missing the block tolerance.

We don't have a logo. We don't have our company name filled out here. We're missing quite a bit of stuff. So I want to make changes to this sheet format, and I want them to save and be there the next time I open a drawing. So how do you do that? Well, first I want to show you what it looks like. So I'm going to jump over here, go back to my original part, and this time, I'm going to say, well, I want to start a new drawing. Make drawing from part. And choose the default template again. In this case, I'm going to choose a different sheet format. I'm going to click on browse. I'm going to come up here to desktop, down to exercise files.

Come over here to chapter 17 and notice I've got a sheet format called Two Trees. Click on OK, and then open that up. So now I have the same exact drawing, I can do the same thing. Drag out a couple of views, hit escape, but this time I have the logo, company information, block tolerance filled out. It's looking a lot nicer, and I don't have to do all that work over and over again. So, how do we do this? First things first, let's go back to the original format that we had. It doesn't have that information, and I want to modify the drawing sheet format. So to do that, I have to right click anywhere in the white space, and click on edit sheet format.

Notice everything turns blue, all these lines turn blue, and I'm in the regular sketch menu. So what I can do, is I can grab a line for instance, and I can move it around. I can drag these things out, I can reformat the whole design, as needed. I can add new lines if I want to. So I can do a lot of work here. To changes things around. But one of the first things I want to do, is add a picture. So notice, there's no icon up here for adding a picture, and that's a problem. So first, let's go and grab that picture tool. So under sketch, right click, and say customize command manager. Come over here to commands, and come down to the sketch tab, and notice there's a whole bunch.

Of tools that are available in the Sketch menu that aren't up here in the Ribbon. One of them happens to be this one here called Sketch Picture. And all I have to do is click on it and drag it up here and it docks into the Ribbon, and then I can use it. Also I want to point out while we're here is hey there's a bunch of other cool tools here to check out later on. Click on OK, and there's my sketch picture. Click on that. Notice I have this icon already preselected called exercise files, chapter 17, and it's called tt.png. Click on that one and click OK, and then we're going to be placing that into our drawing here.

Click OK again. And there's our logo. Double-click on it. You can change the size, you can change the aspect ratio, and you can also change the transparency. If you're using a .PNG file, it has a transparent background. You can click on From File, and it makes it transparent again. You can also grab the corners and make it smaller. You can move it around the screen. You can zoom in, scale it down to size, whatever you need to do. Place it wherever you want and then click on OK. Now if I want to add a few more lines, I can grab the line tool, connect the dots here, and border that in.

If I want to come over here and change some text, go ahead and click in the box, and maybe add for a 2 place decimal, we'll say .01, and for a 3 point decimal we'll say 0.005, and notice I clicked on this little symbol library. You can add some of this information as well, if need be. Go ahead and click Cancel, and there we go. Click OK. Now any other things we want to change, we can. When you're done with this, right-click again and say Edit Sheet, or you can click on this little icon here to get back to the original drawing view.

Now, I've made a few changes and now what I can do is save this out. So what I can do is go under File, Save Sheet Format, will actually save out that format, and where I want to save it at is on the Desktop, again, Exercise Files. Chapter 17 and notice I have that sheet form here called, Twotrees.slddrt, which is our drawing sheet format. So I could overwrite that if I wanted to but I already have it saved, so I'm not going to do it in this case, but you would be saving that out to some place in your file system. Now that it's saved, what I also want to do is save out a drawing template.

Now drawing template controls both the size, as well as a lot of the options built in behind the scenes. As far as these options up here, like our Units and how things are shown and our Annotations like Balloons and Datums. Well we can figure out all this information and define it all in a sheet format and a drawing template. And then every time we go back and open the part, open that drawing, all that information will be there. So, make any changes you want to make to the options. Then come over here to File, Save As. Instead of choosing a regular drawing, I want to choose make a drawing template.

Here it is, and notice here's my default drawing template stored within the SolidWorks folder. Or I can also come back here to Desktop. Come out here to exercise files. Jump down to chapter 17 and notice I've got a file already saved called tt.trdtot. It's a drawing template. And again I could over write the file if I wanted to and save that information. In this case, again I'm not going to save or over write the file because it was already created. But you would save it up. Click on cancel and we're back to our drawing view. Now there's one other thing I'd like to actually make a change to. Let's go ahead up here to Options, and come over here to File Locations.

In this case, I want to add a new path to where that new template is that I just saved. So I'm going to click on Add, and then I'm going to come to Chapter 17, and click OK. I'm going to actually add that path to that folder where that template now is. If I click on OK, it says, do you want to add this, I say Yes and then I want to go ahead and start a brand new drawing. Go up here to New. Notice I've got not only my original templates here, like a tutorial which I had there, but I also have this new tab called Chapter 17. And there it is, TT.

Click Okay, and boom, right away it opens up in that latest format with all that data. That I brought in from the sheet format as well as in the option changes I did in the drawing template and I'm good to go. SolidWorks has some built in templates that can be easily customized. Spending a few minutes and setting up your default template will put that professional polish in your drawings and make sure you're always relaying the correct information on your parts.

Show transcript

This video is part of

Image for SolidWorks 2014 Essential Training
SolidWorks 2014 Essential Training

97 video lessons · 7123 viewers

Gabriel Corbett
Author

 
Expand all | Collapse all
  1. 1m 51s
    1. Welcome
      1m 7s
    2. Using the exercise files
      44s
  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
      52s
    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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