SOLIDWORKS Assembly Modeling

SOLIDWORKS Instructor Led Training

The Assembly Modeling course is a must for anyone who wants to master the use of SOLIDWORKS for creating and using assemblies. You will learn how to parametrically relate different components in the context of an assembly, master the art of creating and managing all types of mates, save time designing complex mechanisms, create multiple variations of your design, perform quick selections of components, and become confident working fast with large assemblies.



Course details and prerequisites:

Take In-class: 2 Days
OR Online: 4 Days (4 hours/day)
Type: Instructor Led
Level: Intermediate


  • Attended the SOLIDWORKS Essentials or equivalent level of knowledge
  • At least one month of experience using the software
After the training you will be able to:
  • Create assemblies using bottom-up and top-down design approaches
  • Control and automate your assemblies with configurations
  • Resolve assembly design problems
  • Use sketches to layout the design of your assemblies
  • Better manage large assemblies and save time


Training with Smart Mates & Mate References is without a doubt going to be a huge time saver for us. Having the ability to install components in assemblies with many fewer mouse clicks, multiplied by the number of users was without a doubt worth the cost of training alone.

Bryan Januszkiewicz, CPC Pumps


Course Outline

Lesson 1: Understanding Assemblies 

  • SOLIDWORKS Assemblies 
  • Assembly File Structure 
  • File References 
  • External Reference Search Order 
  • Solving Mates

Lesson 2: Advanced Mate Techniques 

  • Advanced Mates 
  • Case Study: SmartMates and Mate References 
  • Adding Mate References 
  • Design Library Parts 
  • Capture Mate References 
  • Advanced and Mechanical Mate Types 
  • Case Study: Advanced Mates 
  • Summary: Inserting and Mating Components 
  • Multiple Mate Mode 
  • Using Copy with Mates 
  • Case Study: Copy With Mates 
  • Mate Options

Lesson 3: Top-Down Assembly Modeling 

  • Stages in the Process 
  • Case Study: Building In-context Parts 
  • Building Parts in an Assembly 
  • In-Context Features 
  • Propagating Changes 
  • Saving Virtual Parts as External 
  • External References 
  • Breaking External References 
  • Removing External References

Lesson 4: Assembly Features, Smart Fasteners, and Smart Components 

  • Assembly Features and Smart Fasteners 
  • Assembly Features 
  • Case Study: Assembly Features 
  • Stages in the Process 
  • Smart Fasteners 
  • Smart Components

Lesson 5: Using Configurations with Assemblies 

  • Stages in the Process 
  • Case Study: Assembly Configurations 
  • Component Patterns 
  • Creating Configurations Manually 
  • Configuration Properties 
  • Using Configure Component 
  • Configuration Publisher

Lesson 6: Display States and Appearances 

  • Display States 
  • Bulk Selection Tools 
  • Case Study: Display States 
  • Advanced Select 
  • Envelopes 
  • Appearances, Materials and Scenes 
  • Case Study: Appearances and Materials

Lesson 7: Assembly Editing 

  • Key Topics 
  • Editing Activities 
  • Case Study: Assembly Editing 
  • Replacing and Modifying Components 
  • Troubleshooting an Assembly 
  • Replacing Components Using Save As 
  • Mirroring Components 
  • Hole Alignment 
  • Controlling Dimensions in an Assembly 
  • Sensors 
  • Case Study: Sensors

Lesson 8: Layout-based Assembly Design 

  • Key Topics 
  • Case Study: Clamp 
  • Blocks 
  • Inserting Blocks 
  • Creating a Part from a Block 
  • Gear and Pulley Motion in Blocks 
  • Case Study: Gears and Pulleys

Lesson 9: Large Assemblies 

  • Key Topics 
  • Lightweight Components 
  • Large Assembly Mode 
  • Case Study: Large Assembly Options 
  • Using SpeedPak 
  • Defeature 
  • Using Configurations with Large Assemblies 
  • Modifying the Structure of an Assembly 
  • Assembly Visualization 
  • Large Design Review 
  • Tips for Faster Assemblies 
  • Drawing Considerations



Learn how to use advanced mates and layout sketches

Learn how to use layout sketches with advanced mates to create a working assembly for animation and simulation.

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Learn how to use Multibody commands to generate complex features

Learn how to create flexible assemblies and work with assembly configurations

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Learn how to use Large Assembly mode

Learn how to use Large Assembly mode and other tools to load your assemblies quicker and work faster

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