PHOTO FRAME TUTORIAL

An Introduction to DriveWorksXpress

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An Introduction to DriveWorksXpress
This Introductory Tutorial to DriveWorksXpress is intended to give you hands-on proficiency of DriveWorksXpress. Upon successful completion of this tutorial, you will be able to: Drive SolidWorks part and assembly geometry with DriveWorksXpress Create a DriveWorksXpress input form and link the input fields to the SolidWorks model Generate rules to automate and run your project

In this tutorial, we will be automating a basic Photo Frame. Why Automate? If you worked for a company that designed photo frames, where each frame you designed was different, then, using DriveWorksXpress could automate the process. Lets take a look at this photo frame design. As you can see, this frame could be of any height, width (within reason). Therefore, each time a new job comes in with a different width for the frame, each piece of wood within the frame needs to be re-designed and new drawings produced.

This would require a custom design to be produced for each sales enquiry, which would be very repetitive for the engineer, which would in turn effect the response time to a sales enquiry. By automating the photo frame design using DriveWorks:

The cost of custom designs is reduced The sales enquiry response time can be shortened The product quality is enhanced Repetitive tasks are reduced

What does Automate mean? By automating the design process of this photo frame using DriveWorksXpress, you will not need to change the dimensions and properties of each model within the assembly for each new variation. Instead, you will enter basic information, such as height and width into a pre-designed form already created by you. As DriveWorksXpress allows you to capture your design know-how and incorporate it into your project, your project and form will be based on your design rules. Rules allow the opening dimensions to be taken and used to calculate the size of each component that makes up the frame. DriveWorksXpress has an inbuilt Rules Builder which makes this process easy.

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www.driveworksxpress.com You can set up your DriveWorksXpress project to automatically produce a General Arrangement Drawing that shows the exact requirements for each job. By following the step -by-step guide set out in the following tutorial, you will be automating your own designs in SolidWorks in no time, thanks to DriveWorksXpress! To begin this tutorial, you will need to download the SolidWorks project files for the Frame Assembly from the DriveWorksXpress website: http://www.driveworksxpress.com/index.php/training The SolidWorks files are contained within a zipped file. Ensure you extract the files from this folder before beginning the training.

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Lesson 1: Basic Setup

DriveWorksXpress is installed within EVERY seat of SolidWorks, so you dont need to worry about installing software or inputting license codes. All you need to do is open up SolidWorks 2011, click on the Tools menu in the SolidWorks menu at the top left of the screen, and select DriveWorksXpress from the drop down list. This activates DriveWorksXpress, which will then open in the SolidWorks Task Pane on the right hand side of the screen. The DriveWorksXpress Welcome Page will appear in the SolidWorks Task Pane and offers three options: Create / Change Database
This allows you to create a new project or load and change an existing project

Add / Edit Models

Add more models to the existing project

Run Models
Jump directly to Run to specify a new variation using a completed project

For this tutorial, highlight the Create / Change Database check box, then click the Next button at the top of the DriveWorksXpress Task Pane. You will automatically be asked to open a new database. Browse to a specific location where you would like your database saved to, then name your new project Photo Frame. Click Open to continue. A database has been created and saved in your specified location.

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Lesson 2: Capturing your Models and Dimensions

Models
You now need to add your models. Following the creation of a new database, click Next to forward you to a new window within the DriveWorksXpress Task Pane, which will allow you to capture your model and the parameters that will be controlled on that model. There are three ways to select which models are to be driven by DriveWorksXpress: Browse for new model
If no models are open in SolidWorks, you can browse to the location of the files you would like to be driven and automated by DriveWorksXpress

Use current open model

If you currently have a part or assembly open in SolidWorks, DriveWorksXpress can capture these models to be driven and automated

Models already in DriveWorksXpress

If you have previously captured Models within DriveWorksXpress, these will be displayed in the DriveWorksXpress Task Pane

In this tutorial, we are going to automate a Photo Frame Assembly. Make sure Browse for new model is selected and click Next .

Browse to the location where you saved your files, open the DriveWor ksXpress Photo Frame Tutorial folder and select the SolidWorks Assembly Document called and click Open. The Unit assembly will now open in SolidWorks. Once DriveWorksXpress knows the location of the files, well need to tell it which components we want to capture dimensions and features from. The DriveWorksXpress Task Pane will now show all of the options for capturing model information, as well as a tree showing the structure of the Photo Frame Assembly. Frame Assembly.SLDASM

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www.driveworksxpress.com At the bottom of the DriveWorksXpress Task Pane you will see several tabs. They are as follows: Captured Models
This shows the model being captured within DriveWorksXpress

Captured Assembly Structure

This allows you to see all the models making up the structure of the assembly within a tree formation. This option allows you to select which models within the assembly that you would like to capture

Dimensions and Features

Dimensions and features can be controlled by double clicking a model from the model list within the model tree above the Capture options and then clicking Dimensions and Features

Custom Properties
Any custom property that has been assigned in SolidWorks can be captured and driven by DriveWorksXpress

Drawings and Configurations

If there are manufacturing drawings, they can be located and added to DriveWorksXpress by selecting this tab and hitting Browse under the Drawings heading. If rules are required to drive which configuration of a part or assembly gets used, this can also be indicated in the Drawing and Configurations option

Click Captured Assembly Structure. In this example we will not drive all of the parts in the assembly so make sure that ONLY the check boxes shown check in the image are selected.

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Dimensions
The Dimensions and Features Tab is where you decide which parameters from the model you want to capture and drive. Click on Captured Models tab and double click Back in the model tree. Double click the Back model in the model tree. The model will open. Click on the Dimensions and Features tab in the Capture Explorer at the bottom of the DriveWorksXpress Task Pane. On the Back model part, two dimensions need to be captured. Using the SolidWorks feature tree that is displayed on the left hand side of the screen, double click on the feature named Boss-Extrude 1. Select the feature and three dimensions should appear.

Select the dimension 7.000 that appears on the model. The dimension changes from black to blue once selected.

In the DriveWorksXpress Task Pane, the SolidWorks Name for the dimension appears in the text box labelled Address. NOTE: A yellow warning triangle also appears disappears once something has been typed in. In this example it is called: width@[email protected] The name of this dimension has been changed in SolidWorks. DriveWorks has picked up on this, so has given the name the same name as the SolidWorks Dimension. Click Add. . This

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www.driveworksxpress.com Using the SolidWorks feature tree that is displayed on the left hand side of the screen, Double click on the feature named Boss-Extrude 1. Select the dimension 5.000 that appears on the model. The name of this dimension has been changed in SolidWorks. DriveWorks has picked up on this, so has given the name the same name as the SolidWorks Dimension. Click Add. The captured dimension can now be seen in the DriveWorksXpress Task Bar. The next step is to capture the rest of the features and dimensions from each individual part of the Photo Frame Assembly.

Click on Captured Models tab and double click Mat in the model tree. Select the Dimensions and Features tab at the bottom of the Driv eWorksXpress Task Pane. The dimensions required on this particular model are the same as the model above, width and height. Using the SolidWorks feature tree that is displayed on the left hand side of the screen, double click on the feature named Boss-Extrude 1. Select the feature and three dimensions should appear. Select the dimension 7.000. In the DriveWorksXpress Task Pane, click Add. Next, select the dimension 5.000, click Add.

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www.driveworksxpress.com Select the Captured Models tab in the DriveWorksXpress Task Pane. Double click the Glass model from the model tree. Capture the dimensions within the model (shown in the table below) using the same method as previously demonstrated. Remember to click Add for each dimension! Feature Name Boss-Extrude 1 Boss-Extrude 1 Dimension Value 7.000 5.000 DriveWorks Name Width Height Explanation This will control the width of the glass This will control the height of the glass

Select the Captured Models tab in the DriveWorksXpress Task Pane. Double click the Frame model from the model tree. Capture the dimensions within the model (shown in the table below) using the same method as previously demonstrated. NOTE: You will need to change the DriveWorks Name of the dimension to incorporate Frame. Feature Name Boss-Extrude 1 Boss-Extrude 1 Dimension Value 8.740 6.740 DriveWorks Name Frame Width Frame Height Explanation This will control the width of the frame This will control the height of the frame

Select the Drawing and Configurations tab at the bottom on the DriveWorksXpress Task Pane. Select the Option, Yes, allow me to create a rule to switch configurations. DriveWorksXpress allows the input of SolidWorks engineering drawings. This feature means that when a new version of the model is made using DriveWorksXpress, the engineering drawing of that component is also updated to match it. Select the Captured Models tab in the DriveWorksXpress Task Pane. Double click the Frame Assembly model from the model tree. Select the Drawing and Configurations tab at the bottom on the DriveWorksXpress Task Pane. Click on the Browse button to search your files for the cor responding SolidWorks drawing and input it into your program. The file name of the Frame Assembly SolidWorks drawing will appear in the Drawing File Name Box. DriveWorks Ltd All Rights Reserved 2011 8

www.driveworksxpress.com As well as creating a drawing we are also going to drive some text on to the drawing border. Select the Custom Properties tab on the DriveWorksXpress Task Pane. Select the Properties as shown in the image.

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Lesson 3: Form Creation

In DriveWorksXpress you can create an input form for entering the values for your new parts and drawings. This form can be used again and again to specify and generate all the new parts and drawings, based on the rules you set, and values you enter.

Adding Controls
To access the forms designer, click the Next arrow Pane. Each control placed on the form requires three things: Name - You must provide a descriptive name for the form control. This name will be the description
the user sees as they fill in your form i.e. Customer Name

at the top of the DriveWorksXpress Task

NOTE: The yellow warning triangle will remain by the Name box until a Name has been entered.

Type - Choose from five types of controls (inputs) Text Box: Input text directly by typing Numeric Text Box: Input numeric values and specify a minimum and maximum value Drop Down: Provides a list of options to choose from Spin Button: Users can select from a range of numeric values. A maximum and a minimum value, as well as the incremented value Check Box: Places a checkbox on the form

Required - Enforces a value to be entered

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www.driveworksxpress.com In this example, lets create a Customer Name and an Order Number using a Text Box. Later we will build a rule to append the Customer Name and Order Number to each file so that each set of new files in a specification can be easily identified. Type the Name of the Text Box into the Name Box. In this case call it Customer Name. Select Text Box from the drop down list. Tick the check box next to Required to ensure a Customer Name is entered for each new specification. Click Next at the top of the DriveWorksXpress Task Pane to add another form control. Notice that the form control appears in the form designer within the DriveWorksXpress Task Pane. As you can create your form you can edit and delete controls, as well as change the order by using the Up and Down arrows. You can also test your form by clicking Test.

Click Add on the right hand side of the DriveWorksXpress Task Pane and create the following form control: Control Name: Order Number Type: Text Box Required: Yes

Add a control to specify the overall height of the finished model using Spin Button, which allows a maximum and a minimum value to be enforced as well as an increment. Remember to click after adding each control.
Control Name Height Type of Control Spin Button Required? Yes Minimum Value 4 Maximum Value 9 Increment 1

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www.driveworksxpress.com Add a control to specify the overall width of the finished model using Drop Down. This allows you to type in list data with the user can select from.
Control Name Type of Control Required? Options 4 5 7 9 10

Width

Drop Down

Yes

Click Finally add a control to specify the material of the finished model using Drop Down
Control Name Material Type of Control Required? Options Oak Maple Pine Mahogany

Drop Down

Yes

Click Click Test within the Form Designer to preview the form you have created and test it out for yourself. You will notice that as you fill out the forms, the background of the text boxes will change from pink to white, and the yellow warning triangles will disappear. You will notice that if you hover over a control it will give to some information on that control. At this point it is all ways worth entering values and clicking Set Defaults as this will make it easier when it comes to rule creation as the controls will have values.

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Rules Building
Building rules within DriveWorksXpress allows your designs to be automated. To navigate to the Rules tab, click or buttons at the top of the DriveWorksXpress Task Pane. The Rules tab shows a summary of your rules and how many of each rule type there are, including how many are still missing and therefore required to be inputted before the automation can be run.

Begin by constructing rules for the File Names. This uses the Customer Name and Order Number that were filled out in the form created earlier to generate file names so that each set of new files in a specification can be easily identified. Tick the Edit checkbox next to the File Names Rule Type and then click Select the Frame Assembly Rule and then click Build.

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Rules Builder
There are four drop-down menus within the DriveWorksXpress Rule Builder: Inputs
Lists the available controls that can be used in rules

Recent
This can be populated with commonly used text strings or equations

Math
Mathematical operators (e.g. add, subtract, divide)

Logic
Logical operators (e.g. IF, <, >, =)

To create unique file names for each new specification, file names should be populated with information that will allow you to recognise what they are. For the Frame Assembly, you are going to use the Customer Name and Order Number to create file names that have the format, Component OrderNumber CustomerName. Start by selecting the OrderNumber control from the Inputs tab . This will now place the value from the control into the rule. To incorporate the hyphen between OrderNumber and CustomerName, ampersands (&) need to be used. This is because OrderNumber is one string and the hyphen is another string. Therefore, you need to type & -. The rule should now read OrderNumber & -. To finish off the File Name rule, type & CustomerName (or select CustomerName from the Input menu). The rule should now read: OrderNumber & - & CustomerName An example of this rule when put into practice will read: Frame Assembly DW004 John Smith Click OK to exit the Rules Builder.
NOTE: The rules builder will appear in red until the full rule is valid.

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www.driveworksxpress.com There will now be four remaining File Name Rules. DriveWorksXpress allows you to build rules for all the selected models at the same time by holding down CTRL or shift to multiple select: Multi-select all of the Rules except Frame and then click Build. These rules are going to be different from the main assembly. We are going to incorporate the Height and the Width of the frame in to the rule. This will mean that DriveWorks will create and build up a standard set of components as their file name will be based on their actual size. This will speed up generation as DriveWorks will not create the part if it already exists. Select the Height control from the Inputs tab. Type & -&. Select the Width control from the Inputs tab. The Rule should now read Height & - & Width. An example of this rule when put into practice will read: Frame 5-10 Click OK to exit the Rules Builder. There will now be one remaining File Name Rule. Select the Frame Rule and click Build. This is going to incorporate the inputs from the Height and the Width but will it will also use the Material. Select the Height control from the Inputs tab. Type & -&. Select the Width control from the Inputs tab. Type & -&. Select the Material control from the Inputs tab. The Rule should now read Height & - & Width & - & Material. An example of this rule when put into practice will read: Frame 5-10-Oak This could create a long File Name if Mahogany was chosen, so we are going to shorten the Material to the first two letters. We are going to do this using the LEFT function. DriveWorks Ltd All Rights Reserved 2011 15

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Note: An explanation of this function can be found in The Little Book of Rules on page 130.

Create the following Rule: Height & - & Width & - & LEFT( Material , 3) This will take the first three letters from the Left of the Material input. Click OK to exit the Rules Builder. Click to re-navigate to the Rules Summary page.

Deselect the check box next to File Names and select Configuration. Earlier we selected the option to change the configuration of the Frame Part. In the Frame there are four configurations. Each of the four configurations has a different material. The Name of each of the configurations is the material which it has been assigned. In order for DriveWorks to switch the configuration the exact name of the configuration must be entered in to the configuration rule. Click Select the Configuration Rule and click Build Select the Material control from the Inputs tab. Type &<As Machined> This will create the following rule. Material & <As Machined> Click OK to exit the Rules Builder. Click to re-navigate to the Rules Summary page.

Deselect the check box next to Configurations and select Custom Properties. Click Select the Date Rule and click Build.

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www.driveworksxpress.com To create this rule we want to use todays date. We could do this be adding a control on to the user form which requires the user to enter todays date, or better, we can use one of the built in functions to enter the date. To do this we are going to use the TODAY function. Type TODAY() in to the rules builder.
Note: An explanation of this function can be found in The Little Book of Rules on page 94.

You will see the result at the bottom of the window showing todays date. You can also make use of the TEXT function to format the date differently
Note: An explanation of this function can be found in The Little Book of Rules on page 136.

Type the following rule in to the rules builder and note the change in the Result. Text(Today(),"dd-mm-yyy") Click OK to exit the Rules Builder. Create the following rules:
Name Drawn By Rule {YourName}

Material

Material

Part Number

Height &"-"&Width&"-"&LEFT(Material ,3)

Click

to re-navigate to the Rules Summary page.

Creating rules for the dimensions of the Frame Assembly will allow these dimensions to be automated using DriveWorksXpress, creating new SolidWorks files based on the information entered into the form created earlier. Deselect the check box next to Custom Properties and select Dimensions. Click This will take you to a list of all the dimensions captured earlier on.

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www.driveworksxpress.com Click on a dimension and then Build to create a rule for the dimension. Click OK once you have typed in your rule. The table below shows the name of each rule and the formula that should be input into the Rules Builder: Rule Name Width Height Frame Width Frame Height Formula =Width =Height =Width + 1.74 =Height + 1.74

Click

to return to the original rules screen.

There are now 0 rules missing for the captured dimensions. Now click or click , which will take you to the Run Task Pane of DriveWorksXpress.

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Lesson 4: Running the Project

Now that all of the rules are written for the project, new specifications can be created. Within the Run Task Pane, you will be able to see the eight controls that you created earlier in the project. Hovering over any of the controls will cause a message to appear that tells you the range of values you can enter. This is a useful reminder to help you to enter the correct values. All of the controls which require a value will appear with a pink background which will turn white once a suitable value is entered. To run your project, enter suitable values and click or Create. DriveWorksXpress will run the project and generate the files. A generation report is produced which shows activity on all of the driven values. Any errors will appear with a red cross, and all successful values will appear with a green tick. Your model will appear in SolidWorks with the specified height, width and material. To view the modified SolidWorks Drawing File for this new model, open the folder where all the files have been saved to. The SolidWorks Drawing of the modified model will be saved under the Order Number Customer Name you inputted into the form. You will also be able to see all the part assembly files that have been generated and saved.

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Congratulations, you have now completed this Introductory Tutorial in DriveWorksXpress!

If you want more practice with DriveWorksXpress, there is a DriveWorksXpress Mobile Gantry tutorial available online at: www.driveworksxpress.com

There is a lot more downloadable content available at: www.driveworksxpress.com

Now youve tried DriveWorksXpress, GO AUTOMATE your own SolidWorks projects!

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