SolidWorks Best Practices for Professional Design

As Certified SolidWorks Professionals, we've developed a systematic approach to 3D modeling that ensures efficiency, accuracy, and design integrity. Following these best practices can dramatically improve your SolidWorks workflow and the quality of your designs.

This comprehensive guide covers essential techniques from basic sketching to advanced assembly management, drawing on our decade of experience in professional mechanical design.

Strategic Sketching Techniques

Proper sketching forms the foundation of robust parametric models. A well-constructed sketch ensures your design intent is preserved through changes and modifications.

Essential Sketching Principles

Always fully define sketches with dimensions and relations
Use construction geometry to establish reference frameworks
Apply symmetry relations early to maintain design intent
Minimize the use of splines in foundational sketches
Keep sketches simple - complex features are built through multiple sketches
Use appropriate sketch planes for your design intent

Common Sketching Mistakes to Avoid

Over-defining sketches: Adding unnecessary constraints that limit flexibility
Under-defining sketches: Leaving sketches with degrees of freedom that cause unpredictable behavior
Ignoring origin placement: Not positioning sketches relative to the origin for predictable behavior
Complex single sketches: Trying to do too much in one sketch instead of building features incrementally

Feature Management and Organization

A well-organized FeatureManager tree is essential for maintainable designs. Proper organization makes it easier to understand, modify, and troubleshoot your models.

Descriptive Naming

Use descriptive feature names rather than default labels. Instead of "Extrude1", use "BasePlate_Extrude" or "MountingBracket_Cut".

Feature Folders

Group related features into folders. Create folders for "Mounting Features", "Holes", "Fillets", etc., to keep your tree organized.

Configurations

Utilize configurations for design variations. Create different configurations for sizes, materials, or feature variations.

Design Tables

Implement design tables for parametric control. Use Excel-based design tables to manage multiple configurations efficiently.

Advanced Part Modeling Strategies

For complex components, advanced modeling techniques ensure robustness and maintainability.

Master Model Techniques

Building master models for assemblies with multiple related parts ensures consistency and reduces errors. The master model approach involves:

Creating a central "skeleton" part that defines key geometry and relationships
Using Insert > Part to bring the skeleton into individual component files
Building components relative to the master geometry
Updating all components when the master model changes

Multi-Body Part Strategies

Using multi-body parts strategically for complex geometry offers several advantages:

Tool Body Approach: Using separate bodies as tools for complex cuts and shapes
Boolean Operations: Combining bodies through add, subtract, and common operations
Save Bodies Feature: Converting multi-body parts into separate part files when ready
Performance Benefits: Keeping related geometry in one file for better performance

Design Intent Implementation

Implementing design intent through global variables and equations ensures your models adapt correctly to changes:

Global Variables and Equations

Use global variables for key dimensions that drive multiple features:


                                "Overall_Length" = 100mm

                                "Mounting_Hole_Dia" = 6mm

                                "Wall_Thickness" = 3mm

Use equations to create relationships between dimensions:


                                "Inner_Radius" = "Outer_Radius" - "Wall_Thickness"

                                "Hole_Spacing" = "Overall_Length" / 4

Efficient Assembly Techniques

Large assemblies require special consideration to maintain performance and organization.

Large Assembly Best Practices

Use subassemblies to organize complex structures hierarchically
Implement SpeedPak configurations for performance in large assemblies
Apply mate references for consistent component placement
Utilize flexible subassemblies for kinematic studies and motion
Use lightweight components to reduce memory usage
Leverage large assembly mode for improved performance

Mate Strategies

Proper mating strategy is crucial for assembly performance and flexibility:

Use reference geometry: Mate to planes, axes, and points instead of complex faces
Limit face mates: They require more computation than geometry mates
Apply symmetric mates: Use symmetry mates instead of multiple standard mates
Use width mates: For components that fit between two faces
Implement advanced mates: Path, linear/linear coupler, and gear mates for complex motion

Top-Down vs Bottom-Up Assembly

Understand when to use each approach:

Top-Down Design

Use when: Components are interdependent and need to fit together precisely

Benefits: Automatic updates, guaranteed fit, design intent preservation

Bottom-Up Design

Use when: Using standard components or working with existing parts

Benefits: Independent development, reuse of existing components

Drawing Standards and Documentation

Professional documentation is crucial for manufacturing and communication.

Drawing Creation Best Practices

Create custom drawing templates with company standards
Use model items with selective import for dimensions
Implement design BOMs with custom properties
Leverage drawing view palettes for rapid view creation
Use drawing blocks for standard notes and symbols
Maintain layer standards for consistent appearance

Custom Properties and BOM Management

Effective use of custom properties streamlines documentation:

Essential Custom Properties

Include these properties in your templates:


                                Description

                                Material

                                Part Number

                                Revision

                                Drawn By

                                Checked By

                                Company Name

GD&T Implementation

Proper Geometric Dimensioning and Tolerancing ensures manufacturability:

Use datums strategically to establish reference frames
Apply appropriate tolerances based on manufacturing capabilities
Use composite tolerancing for complex relationships
Leverage SolidWorks MBD for model-based definition

Performance Optimization

Maintaining performance is crucial for productivity, especially with complex models.

Performance Tips

Use lightweight components in large assemblies
Suppress unnecessary features when not needed
Use simplified configurations for different purposes
Limit real-view graphics when working on complex models
Purge unused styles and annotations
Use large assembly mode for assemblies with 1000+ components

Customization and Automation

Leveraging SolidWorks' customization capabilities can dramatically improve efficiency.

Keyboard Shortcuts and Mouse Gestures

Customize your interface for maximum efficiency:

Create custom keyboard shortcuts for frequently used commands
Use mouse gestures for rapid command access
Customize command manager tabs for your workflow
Create custom macros for repetitive tasks

Design Library and Toolbox

Build and maintain your design resources:

Populate the design library with commonly used features
Configure Toolbox properly for your company standards
Create custom forming tools for sheet metal design
Build weldment profiles for structural members

Implementing Best Practices at Mazi Inc.

At Mazi Inc., we've integrated these SolidWorks best practices into our quality assurance process, ensuring that every design we deliver is not only functional but also maintainable and adaptable to future changes.

Our Quality Assurance Checklist

All sketches fully defined with proper relations
FeatureManager tree organized with descriptive names
Design intent captured through equations and global variables
Appropriate use of configurations for variations
Proper assembly structure with logical subassemblies
Complete and accurate drawing documentation
Custom properties populated for all components
Performance optimized for file size and rebuild times

Continuous Improvement

We regularly review and update our best practices based on:

New SolidWorks version features and capabilities
Industry standards and requirements
Client feedback and project requirements
Team experience and lessons learned

Conclusion

Mastering SolidWorks best practices is an ongoing journey that pays significant dividends in design quality, efficiency, and maintainability. By implementing these techniques, you can create models that are robust, adaptable, and professional.

Remember that the goal isn't just to create a model that works today, but to build a design that can be easily understood, modified, and maintained by others in the future. Good modeling practices are the foundation of professional mechanical design.

At Mazi Inc., we're committed to excellence in CAD design and are always happy to share our knowledge and experience with the engineering community.