Create a New Standard in the SOLIDWORKS Hole Wizard and Toolbox

These instructions are intended to create a New Standard in the SolidWorks Hole Wizard and Toolbox for additional tapped holes.  The following instructions show the steps for adding a Metric Fine Tapped Hole Standard.  These Metric Fine Threads can be found on Festo Sensors for example.

STEP 1

On the Menu Bar (Standard Toolbar), Select Options → System Options → Hole Wizard/Toolbox → Configure… then the Toolbox Configure Window will appear.  This method is shown below (a second method is from the SolidWorks  Menu, Select Tools → Options → System Options → Hole Wizard/Toolbox → Configure… then the Toolbox Configure Window will appear).

STEP 2

Pick “1. Select your Hardware” from the Toolbox Setup Configure List.

The Toolbox Standards Window will appear.

STEP 3

If this is your first time setting up the Hole Wizard/Toolbox.  This is the point where you can Uncheck/Turn Off the Toolbox Standards that you Will Not Use.  The reason for unchecking/turning off these Standards is so the Hole Wizard Drop-Down Menu will only contain the items that you use.

STEP 4

Select the Standard that you wish to copy, for this example we will copying the American “ANSI Metric” Standard.  Once selected the contents of the ANSI Metric Standard will appear. Also shown are the icons for Backup and Copy Standards.

Select the “Copy Standards” icon.

STEP 5

The Enter New Standard Name Box will appear.  Type in the New Name you wish to call this New Standard, we will be using the name “Metric Fine Threads”.  You will notice that SolidWorks is creating a New Standard once the Green Check is selected.

STEP 6

Once the New Standard is created, you will now notice it on your main screen with the rest of your Standards.  You will notice a Folder with a Red Cross; this is to Delete a Standard.  If you want to remove a Standard in the future this is where you go to remove the Standard.  Select the Metric Fine Thread located in the Left Panel.

STEP 7

The Contents of the Metric Fine Threads will appear.  Uncheck/Turn Off everything that you Do Not want to show.  You can always go back and Check/Turn On the items you want to show in the future.  In this instruction, we will Uncheck/Turn Off everything except for the Hole Wizard Holes folder.  Then Select the Hole Wizard Folder.

STEP 8

The contents will appear on the screen, Straight Holes and Tapped Holes folders.  Uncheck/Turn Off the Straight Holes folder as we will be creating Tapped Holes.  Select the Tapped Holes Folder.

STEP 9

The result will be 3 folders appearing on the screen, Bottoming Tapped Holes, Straight Pipe Tapped Holes, and Tapped Hole icons.  Here we will Uncheck/Turn Off the Bottoming Tapped Holes and Straight Pipe Tapped Holes icons because we creating Tapped Holes.

STEP 10

Now Select Option #2 on the Top Toolbar on your screen, located to the right of Select Hardware.

The Customize Hardware window will then appear.

STEP 11

Select the Newly Created Standard, Metric Fine Threads.  The Hole Wizard Window will appear.

STEP 12

Select the Hole Wizard Holes Folder.  The Tapped Hole Folder will appear now, Select the Tapped Hole Icon.

STEP 13

Select the Tapped Hole Icon and the Sizes Window will appear.  Now, Uncheck/Turn Off all the Coarse threads under the “Enabled” column.

STEP 14

Select the “Add New Row” Icon located to the Left of the Enabled Column.  Now the Add New Row Window will appear.

Type in the requested information, we add Size M5x.5, Pitch .5, and Diameter 5 for our M5x.5 Tapped Hole.  Then Select the OK Button located at the Bottom Left Corner.

The Toolbox Additional Information Window will appear, just Select Ok.

You will notice M5x.5 row added at the bottom of the screen.

STEP 15

Select “Thread Data” from the Left Side Panel.

Select the “Add New Row” icon, located next Enabled.

Now, the Add New Row Information Window will appear.

STEP 16

Fill in the requested information for a New Thread; we will be adding the information for an M5x.5 thread.

Some of the Information Names are not clear thus, below is an explanation what they mean.  In the bracket is the information used for our thread.  The information used in this instruction can be found in the Machinery’s Handbook.

• Advance: Thread Pitch (.5)
• Thread Minor Thread: Minor Diameter of an External Thread (4.272)
• Thread Minor Thread Inside: Minor Diameter of an Internal Thread (4.599)
• Fullsize: Hole Callout Display (M5x.5)

Select the OK button after all the information is filled in.

The New Thread Data is added and displayed in the bottom row.

STEP 17 

The process is now completed.  Select the “X” (Close) located in the Top Right Corner of the screen. There will be a “Toolbox – Save Changes?” Window appear after selection.  Select “Yes” and the Hole Wizard/Toolbox Window will Close.

STEP 18

Now, we want to verify that the New M5x.5 Tapped Hole was correctly added to the Hole Wizard.  We will create a new SolidWorks simple model to test our New Hole Wizard Tapped Hole.

Then Select the Hole Wizard and Select Standard → Metric Fine Threads, Type → Tapped Holes, and Size → M5x.5.  Select the Green Check Button.

There you have it, an M5x.5 Tapped Hole!

Now create a Drawing to check if the Tapped Hole Callout is correct.

Congratulations, you have created a new Hole Wizard/Toolbox Standard.