SolidWorks - Advanced Assembly Training ( 2023 / 2024 )

Learn to rename a component from the feature manager design tree, perform temporary or permanent renames, and update references across documents with the update where used references option.

Explore how to customize the tree display in an assembly: change options, show feature names and descriptions, manage component names, descriptions, and configuration names, and use view features or mates.

Replace components in a SolidWorks assembly at different levels, choosing to replace selected parts, all in the same parent, or across the main assembly, with preview thumbnails and reattach mates.

Copy a piston with its mates inside a SolidWorks assembly using the copy with mates tool, defining concentric and width mates for multiple components.

Learn to move and rotate components in SolidWorks assemblies using Move Component and Rotate Component tools, while managing mating constraints and aligning parts with planes or surfaces.

Copy multiple components with all mates between two parts in SolidWorks using ctrl-drag or ctrl-c/ctrl-v, preserving mates via the mate folders and fixing by aligning origin in the assembly.

Learn how to save an assembly as a part file in SolidWorks, with geometry options, including or excluding components, and creating part or surface body outputs.

Convert an assembly to a part in SolidWorks to simplify sharing, or convert a part to an assembly to convert solid bodies into components, using save as and geometry options.

Discover the top down design method, its contrast with bottom up design, and how linking components via external references enables simultaneous updates and reduced rework in assembly design.

Explore advanced options in the insert component tool to configure components, preview configurations, rotate with the rotate context toolbar, and understand virtual and envelope components for SolidWorks assemblies.

Create a new part inside the assembly, align its front plane with the main assembly, apply an in-place mate, and save as an external file, noting the virtual component.

Learn to edit a part within an assembly using in-context/top-down design, use external references to define new features, and manage transparency to see relationships while editing.

Create virtual components with the new part or assembly tool, save internally or externally, and use Make Virtual to convert external files and support top-down design.

Create and insert envelope components in SolidWorks assemblies as reference placeholders for sizing, with envelopes ignored in BOM and mass properties and usable for inside or crossing selection.

Use the in context feature to create external references linking a cover and hole that update with base geometry, convert entities to a new component with 0.25 depth extrude cut.

Explore how the in-context feature connects two components and uses the assembly file as a bridge; changes propagate only when the assembly is open, linking diameters and updates across parts.

Explore external reference symbols in solidworks and learn how to identify, lock, unlock, or relink references, including broken and out-of-context cases, across parts and sketches.

Explore how to evaluate external references in SolidWorks using the External References window, with nested versus flat views, and learn to break, lock, or unlock references.

Fix or remove external references in SolidWorks assemblies by editing sketches and planes, deleting external relations, and establishing coincident relations to resolve missing or out of context references.

Toggle no external references in sketches to prevent external references when designing, and use system options to choose the reference component type and show broken references with an X.

Master profile center mate in SolidWorks, comparing it with concentric and coincident mates. Select edges or faces, merge center points, and apply offset to replace three mates with one.

Create a symmetry type mate in SolidWorks by selecting a symmetric plane and matching vertices to enforce mirrored geometry between two components.

Apply a distance mate between two cylindrical parts in SolidWorks, using cylindrical surfaces or planes, and choose center-to-center, minimum, maximum, or custom distance.

Apply limit angle mates in SolidWorks to let components move within a range, set 0 to 30 degrees with min and max values, and adjust flip dimension and alignment.

Learn to use the limit distance mate in SolidWorks to constrain piston movement inside a box. Set lower limit to 0 and maximum to 7 for a safe range.

Learn to create width mates in SolidWorks to center components between parallel or cylindrical faces, adjust constraints, and control piston movement.

Learn to create path mates in SolidWorks to drive a vertex along a path while locking rotation, using distance along path, percent along path, and pitch, yaw, and roll controls.

Explore how to create a linear coupler mate in SolidWorks, establishing a ratio between two components' movements (for example 1 inch to 5 inches) and applying it to sliding assemblies.

Explore misaligned concentric mates in SolidWorks, align hinge and plate holes with coincident and concentric mates, and apply misalignment options like align linked or symmetric to control deviation.

Learn to use cam mate to create tangent relations between surfaces and a cam path that lets a component move along a cam surface in SolidWorks.

Create a slot mate in SolidWorks by selecting a cylindrical surface and a slot, and position with center in slot, distance along slot, or percent along slot, and lock rotation.

Explore how the hinge mate in SolidWorks replaces three separate mates—concentric, coincident, and limit angle—with a single rotational degree of freedom, streamlining assembly modeling.

Learn to create gear mates that rotate components about an axis using cylindrical surfaces, with adjustable ratio and teeth counts, while avoiding interference through collision and interference detection.

Apply screw mate to constrain two cylindrical surfaces with a pitch between rotation and translation. Define revolution or distance, adjust direction, and use a width mate to limit travel.

Use mate controller in SolidWorks to manipulate mate degrees of freedom, save and recall positions, and animate assemblies with supported mates such as angle, distance, and path.

Learn to edit mate controller positions in SolidWorks by updating, reordering, and deleting positions, using Make all mates driven for free movement, and resetting values as needed.

Learn to create and save simple animations using the mate controller in SolidWorks, integrate them with motion studies, and control timing, playback modes, and avi format.

Create configurations for each of four positions using the Mate Controller feature. Add a configuration beside each position and verify the new configurations in Configuration Manager.

Enable dimensional control in mate controller for angle, distance, limit angle, and limit distance mates, plus path, slot, and width mates using distance or percent along path/slot and dimension options.

Organize mates in SolidWorks assemblies by grouping by status, fixing errors, separating fasteners, and enabling lock rotation for toolbox components to ensure fully defined, stable assemblies.

Master quick mates in SolidWorks with Quick Mates Context toolbar to create relations between surfaces using the control key. Apply width, symmetric, profile center, and cam-and-slot mates for advanced mates.

learn how to hide internal faces during mate creation in SolidWorks using alt, then reveal, hide, and restore faces with shift, ctrl, and escape.

Learn to use the component preview window to isolate a component, zoom and rotate it independently, and readily create concentric and width mates in a busy SolidWorks assembly.

activate the driven option on a distance mate to control the component gap. update the mate value and position automatically when the component moves, avoiding re-creation.

Position three components on a single plane using the mate tool without creating a mate by selecting 'use for positioning only' and coincident type.

Learn to speed up assembly with the mate reference tool, creating predefined mates for repetitive bolts using a circular edge to establish concentric and coincident relations.

Learn to create mates quickly with SolidWorks smart mate, using alt hover shortcuts to form concentric and coincident relations between cylindrical surfaces. Explore smart mate options to reduce design time.

Learn to view mates for single or multiple components, isolate relationships, edit or suppress mates, and identify mate errors using View Mates and View Mate Errors in SolidWorks assemblies.

Identify and resolve SolidWorks mate errors in assemblies by viewing errors and warnings, understanding red versus yellow mates, and addressing conflicts, redundancies, and missing features that block motion.

Explore five common SolidWorks mate errors—conflicting mates, in-context conflicts, design errors, concentric mate errors, and dangling geometry—and learn quick fixes to ensure valid assemblies.

Use the MateXpert tool to diagnose mate errors, press the diagnose button, and view errors in the View Mate Errors window to suppress or edit unsatisfied mates.

Learn to fix mate errors manually in SolidWorks assemblies by suppressing unsatisfied mates, diagnosing conflicts, and resolving overdefined or concentric mate issues in both clean and complex models.

Repair missing mate references in SolidWorks using replace components and auto repair, illustrated with bearing and shaft where identical outer geometry allows automatic fixes, while length changes require manual adjustment.

Learn how to use the Replace mate entities tool in SolidWorks to fix mate errors when replacing components, updating edge references and cylindrical surfaces.

Learn how to quickly fix missing mate references in a SolidWorks assembly by globally replacing a missing surface across all affected mates and related instances.