Creating an assembly document in Solidworks - Complete Walkthrough

Introduction

An assembly document lets you combine multiple parts into one model. This helps you see how parts fit and work together in a product.

When you want to check if parts fit correctly before building a product.

When you need to show how different parts connect in a machine.

When you want to test the movement of parts together.

When you want to create a visual of the full product from individual parts.

When you need to prepare a file for manufacturing or presentation.

Steps

Step 1: Click

- File menu

A dropdown menu appears with options to create new documents

Step 2: Select

- New option in File menu

The New Document dialog box opens

Step 3: Choose

- Assembly template in the New Document dialog

The assembly document template is selected for creating a new assembly

Step 4: Click

- OK button in the New Document dialog

A new empty assembly workspace opens

Step 5: Click

- Insert Components button on the Assembly tab

A file browser opens to select parts to add to the assembly

Step 6: Select

- Part files in the file browser

Selected parts appear in the assembly workspace

Step 7: Use

- Mate tool on the Assembly tab

Parts are connected and positioned relative to each other

Before vs After

Before

No assembly document open, only individual part files exist

After

An assembly document open showing multiple parts connected and positioned together

Settings Reference

Assembly Template

📍 New Document dialog

Defines the starting setup and units for the assembly document

Default: Default assembly template

Insert Components

📍 Assembly tab

Adds parts to the assembly workspace

Default: Browse and select parts

Mate Types

📍 Mate tool dialog

Defines how parts are connected and aligned

Default: Coincident

Common Mistakes

Trying to insert parts before creating an assembly document

Parts cannot be combined without an assembly workspace

Always create a new assembly document first before inserting parts

Not using mates to connect parts

Parts will float freely and not stay in correct positions

Use the Mate tool to fix parts relative to each other

Summary

An assembly document combines parts into one model to see how they fit and work together.

Start by creating a new assembly document from the File menu.

Insert parts and use mates to connect and position them properly.

Practice

1. What is the main purpose of creating an assembly document in SolidWorks?

easy

A. To combine multiple parts and show how they fit together

B. To create a 2D drawing of a single part

C. To write code for automating part creation

D. To export parts as image files

Solution

1. Step 1: Understand the role of assembly documents

   Assembly documents are used to combine parts to visualize how they fit and work together.

2. Step 2: Differentiate from other document types

   Unlike part or drawing documents, assemblies focus on multiple parts and their relationships.

3. Final Answer:

   To combine multiple parts and show how they fit together -> Option A

4. Quick Check:

   Assembly = Combine parts [OK]

Hint: Assemblies show part relationships, not single parts [OK]

Common Mistakes:

• Confusing assembly with part document
• Thinking assembly creates 2D drawings
• Assuming assembly is for coding or exporting images

2. Which SolidWorks command is used to add parts into an assembly document?

easy

A. Extrude Boss/Base

B. New Part

C. Save As

D. Insert Components

Solution

1. Step 1: Identify the command to add parts

   The 'Insert Components' command allows you to bring existing parts into an assembly.

2. Step 2: Exclude unrelated commands

   'New Part' creates a new part file, 'Save As' saves files, and 'Extrude Boss/Base' creates features inside parts.

3. Final Answer:

   Insert Components -> Option D

4. Quick Check:

   Add parts = Insert Components [OK]

Hint: Use 'Insert Components' to add parts in assembly [OK]

Common Mistakes:

• Choosing 'New Part' instead of inserting existing parts
• Confusing feature commands with assembly commands
• Using 'Save As' to add parts

3. Consider you inserted two parts in an assembly and applied a 'Coincident Mate' between their faces. What will happen?

medium

A. The assembly will show an error and not save

B. The two faces will align and touch each other

C. The parts will move freely without restriction

D. The parts will merge into a single part

Solution

1. Step 1: Understand the 'Coincident Mate'

   This mate aligns two faces so they touch and stay together in the assembly.

2. Step 2: Clarify what does not happen

   The parts do not merge; they remain separate but connected. The assembly does not error or allow free movement for those faces.

3. Final Answer:

   The two faces will align and touch each other -> Option B

4. Quick Check:

   Coincident Mate = Faces touch [OK]

Hint: 'Coincident Mate' aligns faces exactly [OK]

Common Mistakes:

• Thinking parts merge into one
• Assuming parts remain free to move
• Believing assembly errors on mate

4. You tried to insert a part into an assembly but received an error saying the part is already in the assembly. What is the likely cause?

medium

A. The part file is missing from the computer

B. The assembly document is corrupted

C. You are trying to insert the same part twice without renaming

D. You did not save the assembly before inserting

Solution

1. Step 1: Analyze the error message

   The error indicates the part is already present, so inserting it again without changes causes conflict.

2. Step 2: Exclude other causes

   Corruption or missing files cause different errors. Not saving assembly does not prevent insertion.

3. Final Answer:

   You are trying to insert the same part twice without renaming -> Option C

4. Quick Check:

   Duplicate part insertion = Error [OK]

Hint: Avoid inserting identical parts twice without changes [OK]

Common Mistakes:

• Assuming assembly corruption causes this error
• Thinking missing files cause this error
• Believing saving assembly is required before insert

5. You want to create an assembly where a wheel rotates around an axle but does not move sideways. Which mate combination should you use?

hard

A. Use a concentric mate for rotation and a coincident mate to fix sideways movement

B. Use two coincident mates on the wheel and axle faces

C. Use a distance mate to keep the wheel fixed in place

D. Use a parallel mate to allow free rotation and movement

Solution

1. Step 1: Understand rotation and movement constraints

   A concentric mate aligns the wheel and axle axes allowing rotation. A coincident mate fixes sideways movement by aligning faces.

2. Step 2: Evaluate other mate options

   Two coincident mates restrict rotation. Distance mate fixes position but may restrict rotation. Parallel mate allows unwanted movement.

3. Final Answer:

   Use a concentric mate for rotation and a coincident mate to fix sideways movement -> Option A

4. Quick Check:

   Rotation + fixed sideways = Concentric + Coincident [OK]

Hint: Concentric for rotation, coincident to fix sideways [OK]

Common Mistakes:

• Using only coincident mates restricting rotation
• Using distance mate that blocks rotation
• Choosing parallel mate allowing unwanted movement