2023-1509 TopSolid'Design Tutorial
2023-1509 TopSolid'Design Tutorial
TopSolid’Design 7 Basics
TopSolid'Design 7 Basics
ii TopSolid
TopSolid'Design 7 Basics
Contents
Introduction..................................................................................................................................................... 1
Requirements .................................................................................................................................................. 1
iv TopSolid
TopSolid'Design 7 Basics Introduction
Introduction
The goal of this tutorial is to walk you through some basic design steps in TopSolid 7. Let's get started!
TopSolid 7 is a revolutionary product that has been rebuilt from the ground up to meet the needs of manufacturing
companies, big and small. The following are some key features regarding TopSolid 7 that will be highlighted during
this tutorial:
- TopSolid 7 is built on a PDM foundation
- TopSolid 7’s PDM manages ALL documents
- TopSolid 7 is the only CAD/CAM software to fully support Windows 10
- Quicker design by simply using the drag-and-drop technique
- Commands adapted to the task at hand are easily accessible with an intuitive contextual menu
- Everything is managed automatically regardless of the user
- Easy to build and manage bill of materials
- Drafting documents created and managed within seconds
Requirements
This tutorial requires that you use a demonstration project. By default, this project comes with the software located
in the directory: "C:\Program Files\TOPSOLID\TopSolid 7.16\Samples\en\TopSolid'Design Tutorial.TopPkg". You
can also access this project from our website once you become a registered member. To register, please click on
the following link: https://www.topsolid.com/download/. If you cannot click on the link, please either copy and
paste it, or type it into your internet browser address bar.
To complete the registration, click on the link that was automatically sent to the email address with which you
registered. Please note that some spam filters may block the registration email. To avoid this, please add the
"topsolid.com" domain to your whitelist or check your spam folder if you do not see the email from us within a few
minutes. If you have problems registering, please send an email to [email protected] with a brief message
explaining the difficulty you are having.
Once you have registered, you can then log in and go to the "Download" section of our website to download the
required components for this tutorial. In addition, you will have instant access to downloadable content on our site.
They are available at the following address: https://www.topsolid.com/download/.
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Step 1: Creating a Project TopSolid'Design 7 Basics
• Import the TopSolid'Design Tutorial.TopPkg package by clicking on the Import Project icon from the
Home tab (during installation, this file is installed in the "C:\Programs Files\ TOPSOLID \TopSolid
7.16\Samples\en" folder).
2 TopSolid
TopSolid'Design 7 Basics Step 1: Creating a Project
The Demo Template project is displayed on the left or right of the screen.
• Right-click on the project name and select the Others > Add to Templates command from the contextual
menu.
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Step 1: Creating a Project TopSolid'Design 7 Basics
• Select where the template is to be saved as shown below and then click on to confirm the operation.
• Click on the TopSolid 7 icon at the top left of the screen and then select the File > Projects command.
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TopSolid'Design 7 Basics Step 1: Creating a Project
Note: You can also access the Projects dialog box by clicking the icon from the Home tab or using the
Ctrl + Shift + O keyboard shortcut.
• From the Projects dialog box, click on the Show Template Projects icon.
The Demo Template project has been added to the project templates.
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Step 1: Creating a Project TopSolid'Design 7 Basics
Once confirmed, the following new project is created and appears automatically in the Project tree.
TopSolid'Pdm manages all documents related to the project. For example, in the picture below, a Microsoft Word
document is listed within the project. You can double-click on it to open it. You can add additional files to be
managed by dragging and dropping them into a PDM project.
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TopSolid'Design 7 Basics Step 2: Creating a Part Document
Note that the contextual menu is intuitive. It changes based on what you select. It is the fastest way to create
standard documents in TopSolid 7.
TopSolid 7
Step 3: Designing the Base Support TopSolid'Design 7 Basics
The TopSolid 7 interface is designed to be as simple as possible. All curve creation tools are located in the
2D Sketch tab while all shape tools are in the Shape tab, etc.
• Draw the contour by following the order shown below. Start at the frame origin (0,0) and continue clockwise
to create the sketch.
• Click on to confirm the contour.
Note: The segments of the contour have two distinct colors. The blue color represents fully constrained geometry
while the purple color represents under-constrained geometry. Knowing what is under-constrained will help you
to determine the missing information.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Select the Constraint command and then add the following dimensional constraints.
At this point, there is only one under-constrained segment left (shown in purple on the image above). If you select
the segment with your mouse (left click and hold), you will see that there is still a degree of freedom here and you
can drag the segment from the left to the right.
• Add the following last dimensional constraint.
Now you will create your first extrusion. To access the extrusion function, you can either select the Extruded
command from the Shape tab or right-click in the graphics area to select the Extruded command from the
contextual menu. This is another great example of the dynamic intelligence of TopSolid 7.
The contextual menu will change based on the operation you are currently working on and will provide you with
commands adapted to the task at hand.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Select the yellow arrowhead and move it up or down while holding down the left mouse button until the
extrusion value is 40mm.
Notice how dynamic everything is in TopSolid 7. For example, you instantly get a dynamic preview of the
modifications made to an object before applying them.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
Creating a rectangle
In this section, you will create another sketch. To do this, you must first indicate the support plane on which
TopSolid must create the sketch.
As the part document already contains a sketch, TopSolid asks for a support plane for the second sketch.
• Select the face shown below as the support plane.
• Double-click on the smaller dimension to edit it, adjust its value to 12mm, and then click on the icon to
confirm the operation.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
Creating a pocket
• Click on the yellow arrowhead and move it up and down so that the pocket is 6mm deep, and then click on
to confirm the operation.
You can also double-click on the label next to the arrow to change its value.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
Creating a contour
• Right-click on the face shown opposite.
• Select the Sketch command.
• Create the contour by selecting the points shown below, in the order specified.
Note: You can also switch to the Tangent arc mode via the contextual menu.
• Place the cursor directly under the first point (as shown by point 4 below). By doing this, a dynamic reference
should appear. Left-click to position the point and dynamically add the relation.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Select the Tangent arc mode again and select the top horizontal line to close the sketch as shown below.
• Click on to confirm the contour.
• Select the center point of the circle arc to the left and drag your mouse up and down without releasing the left
mouse button. This shows the automatic constraints in action.
• Drag the sketch until it looks like the image shown below.
• Select the same point and drag it down to the bottom edge of the model and hover a second before you release
the left mouse button. If done correctly, you will create an automatic coincident constraint between the center
point of the circle arc and the edge of the model as shown below.
• Follow the same procedure to create the second coincident constraint between the other center point of the
circle arc and the edge of the model.
• Add the following three dimensional constraints.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
Trimming by profile
• Right-click in the graphics area and select the Trim by Profile command
from the contextual menu.
• Make sure the trimming arrow is pointing towards the inside of the sketch, and
then click on to confirm the trimming operation.
Note: If the sketch is still shown on the screen after the operation has been confirmed, you can hide it by doing one
of the following:
- From the graphics area, right-click on the sketch and select the Hide command.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
- From the Entities tree, open the Sketches folder and uncheck the box in front of the sketch you want to
hide.
Note:
- If the Entities tree is hidden, click on the corresponding tab on the left or right of the screen and then click
on the icon to pin the tree.
- If the Entities tree is closed, click on the TopSolid 7 icon at the top left of the screen and then select
View > Entities to open the tree. The Entities tree appears on the left or right of the screen.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Right-click on the face shown below and create a new sketch on it.
• Draw the following rectangle and constrain it as shown below and then close the dialog box.
• Right-click in the graphics area and select the Trim by Profile command.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Make sure that the trimming arrow is pointing toward the inside of the sketch, and then click on to confirm
the operation.
• Display the Entities tree. If it is hidden or closed, proceed in the same way as before to hide sketch 4.
• Draw the following rectangle and constrain it as shown in the image below.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Select the planar face of the model as shown below, and then click on to confirm the operation.
The depth of the pocket will therefore always be limited to the location of that specific face.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Open the Edges dialog box and then select the three edges shown on the model below.
• Click on to confirm the fillets.
• Hold down the Ctrl key and then click on the fillet shown opposite .
• While still holding down the Ctrl key, drag and drop the fillet on the edge
shown opposite .
• After selecting the edge, release the mouse button.
Note: When several elements are close to each other or overlap each other, or when the selected element does
not correspond to the one you want (selecting a face instead of an edge for example), you might need to use "rotary
picking". To do this, just put the mouse cursor near the element that you want to select. Then click and hold down
your left mouse button. Now while you are holding down the left mouse button, start tapping your right mouse
button. Keep tapping the right mouse button until the edge or face that you are trying to select is highlighted. Then,
release the left mouse button.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
Editing an operation
• Double-click on the face of the fillet that you just added. This will bring up
the driving dimension (radius value).
• Double-click on the dimension and adjust it to 3mm.
• Right-click on the face of the 3mm fillet that you created in the previous step and select the Edit command.
• Select the edge shown below to add it to the definition of this fillet. Once selected, click on to confirm the
fillet.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Right-click on the edge shown below, select the Fillet command from the contextual menu, and then add
a 5mm fillet to the edge of the model.
• Click on the icon to the right of the Pattern field in the dialog
box.
• Select Symmetrical Pattern from the drop-down menu.
Note: Since you have not previously created any pattern in this
document, you have to define a new pattern here. Note that you can
dynamically create a new pattern within the Pattern Union command
itself. Moreover, you can reuse the created pattern at a later date by
selecting it directly from the drop-down list if needed.
• From the drop-down menu, select Plane as the symmetry type.
22 TopSolid
TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Select the planar face shown below as your symmetry plane and select Symmetry as the transform type.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
Creating a chamfer
Now you will learn how to break some edges using the Chamfer command.
• Select all of the edges shown below to apply the chamfers. Once selected, click on to confirm the operation.
24 TopSolid
TopSolid'Design 7 Basics Step 3: Designing the Base Support
Adding a drilling
To complete this design, we need to add a single tapped hole.
Notice that all you need to do is set the nominal diameter and TopSolid will select the correct tap for you.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Create a frame to position the drilling. To do this, click on the icon to the right of the Frame field and select
the Constrained Frame command.
26 TopSolid
TopSolid'Design 7 Basics Step 3: Designing the Base Support
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
In this section, you are asked to provide certain information for documentation purposes. Note that this information
can be filled in at any time. Later in this tutorial, you will be producing some drafting documents with a complete
bill of materials. It is the BOM that will use this information.
• Click on the Edit button at the bottom of the dialog box to edit its content.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Fill in the information as shown below or with your own information. When finished, click on to confirm
the operation.
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Step 3: Designing the Base Support TopSolid'Design 7 Basics
• Click on the TopSolid 7 icon at the top left of the screen and select the PDM > Part Numbering
command.
The Check part number during input option prevents you from validating a document's property dialog box, or
modifying the Part Number parameter from the Entities tree if the indicated part number is not unique.
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TopSolid'Design 7 Basics Step 3: Designing the Base Support
• Once you have entered the information, click on to confirm the operation.
In the next section, you will learn how to create a bottom-up assembly in TopSolid 7.
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Step 4: Creating an Assembly Document TopSolid'Design 7 Basics
You can rename this assembly as often as you like without affecting any of
the associativity. This is because the PDM keeps everything managed and
up-to-date for you.
Are you sure that you have selected the correct part?
Remember that TopSolid 7 shows a preview of the selected
part at the bottom of the Project tree.
• From the Project tree, open the Finished folder to show the rest of the parts that will be used in this sample.
Note that there is another assembly document called Vice Assembly and another part
document called Base in this folder. Both documents have been provided for
reference purpose but they will not be used during this tutorial.
32 TopSolid
TopSolid'Design 7 Basics Step 4: Creating an Assembly Document
The Thread Rod appears purple in the graphics area because the
part is not fully constrained. TopSolid 7 is the only software to
give users a visual feedback regarding constrained parts within
assemblies.
Once you have selected the face, the Thread Rod part follows your cursor around the screen.
• Click on the tapped hole on the Base part as shown below.
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Step 4: Creating an Assembly Document TopSolid'Design 7 Basics
Note that this procedure has allowed you to quickly and easily offset the flat front face of the Thread rod part away
from the flat front face of the Base part. You did not need to find an additional "special" command to allow an
offset.
34 TopSolid
TopSolid'Design 7 Basics Step 4: Creating an Assembly Document
In this next example, you will be positioning the Wheel onto the Thread Rod, and then applying the following
constraints. You can use the Constraint command like before, or you can use each specific type of constraint.
1. Axis on axis
2. Plane on plane
3. Plane on plane
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Step 4: Creating an Assembly Document TopSolid'Design 7 Basics
When finished, your assembly should look like the image shown below.
At this point, you can check the degree of freedom that the wheel has left.
• Using the left mouse button, click and hold down the wheel and move your mouse. You should notice that the
assembly is dynamically updating so that you can test it.
36 TopSolid
TopSolid'Design 7 Basics Step 4: Creating an Assembly Document
You will now position the Sliding Jaw part into the Vice assembly. You can use the Constraint command like
before or you can use the constraint specific commands.
• Select the part document Sliding Jaw.
• Drag and drop it into the assembly's graphical area.
1. Axis on axis
2. Orientation
Note: For the orientation constraint, select the underside of the sliding jaw near the edge as shown below. Make
sure that the arrows are pointing in the correct directions.
• Once the constraints are applied, confirm the positioning by clicking on the Positioning button.
When finished, your vice should now look like the image shown
here. Note that you can move the Sliding Jaw part by selecting it
with your mouse.
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Step 5: Editing a Part Within the Assembly TopSolid'Design 7 Basics
Dynamic 3D section
Sometimes it is difficult to see certain details when examining an assembly. Because of this, TopSolid 7 gives you
the ability to create dynamic 3D sections to help you visualize your assembly.
• To customize the cut, uncheck the Use shapes color and Automatic hatching boxes in the Options dialog
box.
• Open the Advances Settings dialog box, select a color for the cut and then select the Solid hatching type.
38 TopSolid
TopSolid'Design 7 Basics Step 5: Editing a Part Within the Assembly
Now that you are looking directly at the Sliding Jaw part, you should easily see where the values are not correct on
the design. Refer to the picture below.
• Right-click on the face of the sliding jaw shown below and select the In Place Edit command.
Note: Another way to edit a part within the assembly is to double-click on the part that you want to edit.
Now that you are in an in-place editing mode, you will notice that the part that you are editing is shown as a shaded
solid model, while all of the other parts in the assembly are shown in wireframe.
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Step 5: Editing a Part Within the Assembly TopSolid'Design 7 Basics
Note that you are now editing the sketch that was used to
create the main extrusion of the sliding jaw. And all from within
the assembly document without needing to return to the part
document. The changes that you make here will automatically
update the part document thanks to the PDM.
• Double-click on the 30mm dimension, change it to 28mm, and then click on to confirm the operation.
40 TopSolid
TopSolid'Design 7 Basics Step 5: Editing a Part Within the Assembly
The 3D cut can also be disabled directly within the graphics area by
right-clicking in the graphics area (not an object) and selecting the
Deactivate Cut command.
You can always come back to the Entities tree and reactivate this cut at any time.
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Step 6: Creating a Bill of Materials TopSolid'Design 7 Basics
It seems that TopSolid 7 always knows what you are looking for with its
"intuitive" menu technology.
• Select Demo BOM from the project templates and then click on to confirm the operation.
Take a minute to look at the information automatically completed in the sample BOM above. You will notice that
the BOM even includes the mass of each of the parts. What is impressive is that TopSolid automatically calculated
the mass for you and will make updates based on your changes. To open a document from the BOM line, you simply
have to right-click on this document in the Project tree and select the Open Document command.
42 TopSolid
TopSolid'Design 7 Basics Step 7: Creating the Draftings from the BOM
• Go to the Bill of Material tab and select the Multiple Draftings command.
• From the Selections tab, double-click on the text next to the assembly document in the Template column to
define a drafting template.
• In the Project Templates folder, select the A1-ISO-Assembly drafting template for the assembly and then click
on to confirm the operation.
• Double-click on the text next to a part document in the Template column.
• In the Project Templates folder, select the A4-ISO-Part drafting template for the part and then click on to
confirm the operation.
• Right-click on the name of the part template (A4-ISO-Part) in the Template column and select Apply the
template to this type. The A4-ISO-Part drafting template is then applied to all parts.
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Step 7: Creating the Draftings from the BOM TopSolid'Design 7 Basics
• Open the dialog box’s Options tab, make sure that the Open after creation option is checked and then
click on to confirm the operation.
Once confirmed, TopSolid 7 creates all of the draftings. Moreover, if you look in the Project tree, you will see that
all of the new drafting documents are located directly under each of the parts or assemblies that they were built
from.
44 TopSolid
TopSolid'Design 7 Basics Step 7: Creating the Draftings from the BOM
If you do not have Windows 8 or Windows 10, you can switch between the documents using the tabs located across
the top of the drawing area.
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Step 7: Creating the Draftings from the BOM TopSolid'Design 7 Basics
Take a look at the various documents in the Project tree. You should notice that every document created and
managed by TopSolid 7's PDM has a special icon that represents it. This makes it easy to visually know what is
happening in the Project tree.
• Click on the bottom left point of the title block as shown in the image below.
Sometimes the formatting of a table can be a bit tricky, especially when you change paper size, or the size of the
table itself. Thankfully, TopSolid 7 has solved that as well: you now have user definable styles.
46 TopSolid
TopSolid'Design 7 Basics Step 7: Creating the Draftings from the BOM
• To modify the text styles used in this table, open the Advanced Options dialog in the Bill of Material dialog
box.
• Change the heading style to Heading.
• Change the content style to Table.
• Click on to confirm the operation.
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Step 7: Creating the Draftings from the BOM TopSolid'Design 7 Basics
• Go to the Detailing tab and select the Automatic BOM Index command.
• Select the isometric view of the Vice assembly.
48 TopSolid
TopSolid'Design 7 Basics Step 8: Adding Dimensions to the Drafting
The dimension tool in a TopSolid 7 drafting acts just like the one in design. This means that it is an "intuitive"
dimension tool. For example, if you select one edge, and then a parallel edge you will get a linear dimension. On
the contrary, if you select two edges that are not parallel with each other you will get an angular dimension. If you
select a circular edge, you will get either a diameter or a radius. For more information on dimensioning, consult the
online help by clicking the icon and selecting Help.
• Add the following dimensions to each of the views.
You have now completed the BOM and drafting sections of this tutorial. The goal of this tutorial was to introduce
you to some of the key concepts of TopSolid 7. We hope that you have enjoyed this tutorial and learned some
useful points about TopSolid 7 as well along the way.
TopSolid 49