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Synchronous Hole Recognition

John Pearson - Thursday, June 20, 2013

If you are using the synchronous modeling in Solid Edge ST5 you may have noticed the new Recognize Hole command found under the Hole Command flyout.

This command, specifically designed for imported models with no history, enables cylindrical cutouts to be automatically identified and re-defined as synchronous procedural hole features. It is available in the Part, Sheet Metal and Assembly environment. The user simply has to select the command and select the model. Holes are automatically recognized and displayed in the Hole Recognition dialog.


Hole types and sizes are grouped together automatically.


A user can choose not to recognize a cylindrical feature as a hole by toggling off the check mark for the feature.

Within the dialog, you can rename the hole features, by double clicking on the default feature name. You can also redefine the hole feature, by applying saved settings or by using the hole options dialog.

Once the user selects OK, to accept the hole options change, a preview of the new hole parameters is shown on the model. The user then selects OK, in the Hole Recognition dialog, to accept the change.

The user can use the Face Selection option to recognize holes only on selected faces.

Pre-selection of a face, or faces, is also supported. You can select a face, or faces, and then run the Recognize Holes command, to perform recognition on only the selected face(s).

The Hole Recognition command allows users to add intelligent synchronous procedural hole features to imported models. Because it’s a hole feature, it also recognizes the user defined pattern created in all hole features, which can be used for rapid placement of bolts or screws in the assembly.

Integrated Modeling in Solid Edge

John Pearson - Monday, November 19, 2012

With any new technology, you have your early adopters. This is followed by a general acceptance of the new technology, and of course, you always have your hold outs or late adopters.  Solid Edge ST and ST2 appealed to the earlier adopters for synchronous technology. With ST3, ST4 and now ST5, we are seeing most of our customers starting to use synchronous modeling. This of course has led to many questions. The most asked question is; “Should I use synchronous or ordered modeling?” The answer to this is yes.

One of the unique qualities of Solid Edge is that you are not locked into using synchronous or ordered modeling. Integrated modeling allows you to use both synchronous features and ordered features within the same part or sheet metal model. As a rule of thumb, I encourage users to start with synchronous modeling. If they run into some issues that can’t be addressed with synchronous features, they can switch to the ordered paradigm to complete the model. Let me illustrate this with the following example:

I wish to model the sheet metal cover shown in the following image.

I start in the synchronous paradigm and create a tab, for the top of the cover.

I then add 2 synchronous flanges, in one step, to create the back and left side of the cover.

One of the current limitations, in synchronous sheet metal modeling, is that you cannot drive a flange along a circular edge. Realizing this I will hold off creating the front and right sides until the end, when I will use an ordered feature.

I next use 2 bead synchronous features to create the slots at the top of the part.

I then transition to the ordered paradigm to complete the model.

I use the ordered Contour Flange command to create the front and right face of the cover.

The nice thing about this approach is that it still allows me to modify the model using the synchronous Move/Rotate command.

Live Rules and all the other synchronous editing tools still apply to the model.

As I modify the model, synchronous features update instantly, followed by the re-computing of any ordered features.

For those of you who attended our productivity seminars, you saw this demonstrated live. Other users have learned this process in one of our many synchronous modeling courses, offered over the last year.

This is just one of many examples where Integrated Modeling allows you to benefit from the new synchronous technology, while still utilizing some of the tried and true methods of the ordered technology.  As Solid Edge continues to develop the synchronous features, you may find that you’ll use less integrated modeling. But for now this provides you with a reliable and safe platform to further advance your adoption of this amazing new modeling paradigm we call synchronous technology.

If you’d like to learn more about integrated modeling, you can attend one of our synchronous modeling courses

Editing Part/SM Operations in Assembly

Cory Goulden - Monday, November 05, 2012
In ST5 you can now perform edit operations, from the assembly environment, without first in-place-activating to enter the model directly.  Things you can do:

• Locate, select and edit of ordered features
• Edit synchronous procedural features
• Delete synchronous face-sets and ordered features
• Move face-sets (sync feature) in synchronous parts

Let’s take a look!

Firstly, ordered features are now selectable via the Face Priority select option. (remember hotkey combo is CTL + Spacebar)

Notice in the example below that “Protrusion 1” is available from the Quickpick options in assembly now.

Once selected, “Protrusion 1” has its options displayed for going directly into the features parameters.

Select whatever you would like to edit and SE will take you directly there.  Once complete, just close and return.  This will take you back to where you were in the assembly.

This saves time from previous versions by allowing you to go directly to what you want to modify and brings you back to the assembly reducing the number of mouse clicks.

Editing synchronous procedural features from the assembly level does not in-place-activate the user into the part.  Procedural features are things such as Patterns, Thin wall, Helix, Hem, Dimple, Louver, Drawn cutout, Bead, Gusset, and Etch.  These are editable directly in the assembly.

Using Face Select again, “Louver 1” is selected.
The handle for the procedural features shows up.  If selected we are presented with the following options.

Also, if we were to select the adjacent lover we would be presented with the following options:

Notice that the option to edit the pattern is there.  I know what the usual next question would be “How would I know how to edit the parent of the pattern?”.  Notice the option for “Louver 14”.  If you were to select it, you would be presented with the same options as previously mentioned.

We select “Pattern 1” and now we can modify the parameters that define the pattern.

Once selected, click on the PMI callout “Pattern 2 x 4” and we will get the following options:

Notice we have not left the Assembly environment.
One thing to note about this type of editing: Procedural Feature profile editing requires in-place-activating first.  Also, there is no access to the profile handle from within the assembly.
Happy Edging!

If you would like to learn more about “What’s New in ST5”, stay tuned for our new Update Training course.

Using a Quick Query in Assembly

Cory Goulden - Tuesday, October 16, 2012

Over the years I have noticed some gems in Solid Edge that I would like to share.  Quick Query I feel is a small but powerful little nugget.   I will list the steps below to perform a quick query in assembly and also try to state some benefits to this.  Trust me it takes longer to explain than to do.

Firstly it is important to note that parts and assemblies have properties embedded in them.  These fields should be used for a multitude of reasons from parts lists to searches.  It would be important for all to understand this before moving on.  Obviously these fields must have information in them in order for Solid Edge to report back anything.

Below I have an example part that exists in the example assembly I will use.

To check the properties

We can check what has been entered by going to the part properties.  Select the Solid Edge application button and go to Properties>File Properties.

You can also look at the property manager, which will be discussed at a later date, or perhaps through automation if you have a custom program to assist in entering this data.


As you can see below we have an entry of “hardware” in the “Category” field.  This is what we will perform a quick query on later.

We now return to the assembly.


Click on the “Select Tools” tab. 

Perform a quick query

RMB in the blank area just below the words in the title bar that say “Select Tools” and the following menu appears.  Note that these options correspond to those fields we had seen in the part properties.  You can set up a search to find these items based on these same categories.


You can see the many choices presented to you for searching.  Any one of them can be used.  For this example we will search the “Category” field.

Let’s set up a Quick Query to find and part in the assembly with the word “hardware” in the “Category” field.  We RMB in the blank area, and select “Category”.  This sets the Quick Query option to search the “Category” field in all parts and select and highlight all that contain the word “hardware”.

Once the text has been entered, press the enter key and you should have all the parts highlighted and selected like below:

Note that the highlighted parts are any that contain the word “hardware” in the “Category” field.  This search went into sub assemblies and patterns to select items.  It would also select different items as long as the field had the word hardware in it.   You could do a “Show Only” or other options for the selected set of parts.

There are many applications for this tool (another time we will discuss a full Query).  Quick Query is very useful.  It can select a set of items so you can do things like double check quantities or locations.  Also, because it shows only items matching the query, it can help determine if an item might also be missing properties.  This is good to know especially if those fields are required for a parts list in draft for example.

Is Training Worth It? - Calculate your Return on Investment

John Pearson - Tuesday, March 27, 2012
In today’s competitive market, businesses are looking to get the most out of their employees, systems, software and machines. With the ever changing technology, this can be somewhat challenging.  Too often companies will invest in new technology but not invest in the training on the new technology. The most common reasons for this are:

  • • I don’t have the time to take the training.
  • • I can’t afford the cost of the training.
  • • I can train myself for free.
  • • I train one employee and he/she can train the rest.
  • • I have a high staff turn over and it’s not worth training them.

As a trainer I have heard all these excuses and more. They all essentially evolve around cost. Therefore, it is important that companies look at both the ROI of professional training and the cost of not taking professional training.

How to calculate the ROI of professional training

To calculate the ROI, you need to determine the total cost of the training course and compare it to the total financial benefit derived from the course. The cost of the course can be determined as shown below:

  • Cost of course                   = $ 2000
  • Salary of employee           =  $1000
  • Travel & Living Expenses  = $1000
  • Total cost of course           = $4000

The financial benefit derived from the course can be a little harder to determine and often depends on the individual. Below is a one potential example;

Suppose John Smith attends a course on a CAM software package. In this course he learns new and faster methods to create programs. Assuming a modest 10% increase in his program generation skills, we can start calculating the financial benefit. If John makes $25 per hour and he works 50 weeks a year week, allowing 2 weeks for vacation, the company pays him $50,000. If he works 10% faster the company’s immediate savings is 50,000 x 0.10 = $5000. We can also assume that John’s programs will be more efficient, saving machine time, cutter wear, and possibly less manual finishing work. His improved knowledge may also lead to fewer errors in the programs, resulting in less scrap. You may also want to consider any extra profits obtained by the increase efficiency. In other words John will be able to produce 10% more work from which the company will profit. So in John’s example we can calculate the financial benefit as follows:

Estimated savings from improved output                     = $ 5000
Estimated savings from downstream operations         = $ 2000
Estimated savings from reduced rework and scrap   = $ 1000
Estimated additional profit from improved efficiency    = $ 2500
Total financial benefit                                  = $ 10500

Using the following formula to calculate the ROI,

Net gain (total benefit-total costs) = ____ X 100 =____ total costs  

we get an ROI of 162.5. Clearly this would justify John taking the course, especially when you consider that the financial benefit estimates are very conservative.

You can also view this from another direction. What is the company’s cost if an employee doesn’t take professional training?

Cost of not taking training

Let’s assume that you hire a new designer. This designer has CAD experience but does not know your CAD system. You hand him\her a manual or some tutorials and have him\her learn the system on their own. From the previous example we can assume that you are saving $4000 dollars in training. But how much are you really saving?

Although estimates vary on the topic of study, many agree that 1 hour of professional training could be equal to as many as 16 hours of teaching yourself. In other words you could spend up to 2 days reading, experimenting and learning a process that a professional trainer could teach you in 1 hour. If we extend this model we have one week of professional training = 16 weeks of self teaching. The cost to the company at $25 per hour is:

640 hours (16 weeks) x $25  =  $16,000

You also have to factor in the lost time in production for 15 of those 16 weeks that the new designer is not producing because the are still trying to learn the software. Any mistakes made through this process will also have a ripple effect throughout the company, costing more time and money. You also have to consider lost production time from any experienced employees who may be mentoring the new employee. If the experienced employee spends an average of 20% of his time helping the new employee you will lose one full week of man hours in every 5 weeks.

So for a conservative estimate, let’s assume that a new employee can learn the CAD package in 10 weeks with some assistance from experienced employees. Each week the new employee improves his/her output by 10% per week. The cost to the company can be calculated as follows:


Cost of no productive work over 10 weeks is:

  New Employee Experienced Employee
Week 1 1000 200
Week 2 900 200
Week 3 800 200
Week 4 700 200
Week 5 600 200
Week 6 500 200
Week 7 400 200
Week 8 300 200
Week 9 200 200
Week 10 100 200

Remember you still have to factor in the cost of fixing any training errors and the downstream effect of each error. If we assume a modest 5 errors, at an average cost of $500 per error, this results in:

Total cost of lost production = 10,000

Keep in mind that the cost could be much higher depending on the new employee’s ability to teach him/her self, and how many errors are made in the process.

Finally, you’ll have to wonder if the self taught employee has learnt the most efficient use of the software. With today’s software there are often several methods to achieve the same desired results. Each method has advantages and disadvantages depending on downstream factors. Too often self taught individuals find one method to solve a problem and use it, without further investigation to see if a more efficient way exists.  A good professional trainer will teach the different methods highlighting the situations where each method is most efficient.

Other excuses

Some companies have chosen to train one employee and have him/her train the others. They look at this as a cost savings to the company. Although this may appear to save you money you have to factor in the cost of using the first employee as your trainer. Every time he/she is training other employees, he/she is not producing work. Plus the assumption is being made that this employee has learned and retained the same knowledge as the professional trainer. This is often a false assumption, leaving the company paying almost a similar cost for a lower standard of training.

I’ve saved my favorite excuse for last. Some companies will not pay for professional training because they have too high of a staff turn around. It has been proven time and again that stress levels rise in adults when they have to learn something new. If you combine the stress for self teaching with the daily stress of the workplace, you may be contributing to the staff turn around. By providing professional training in a setting designed for learning, the employee will learn, without the work stress, and return to work with the proper skills.


When you actually take the time to do an honest, realistic cost analysis, it quickly becomes clear that sending your employees for professional training is a good investment.  The above examples are very conservative, yet they clearly show the advantage to professionally training your staff. Although it may be difficult to free up time and money to provide professional training, the cost of not doing so will be greater in the long term.

A well-trained employee is more likely to be satisfied with the company he\she works for, which in many cases means he\she will be less likely to leave to find a job elsewhere.  The payback is not just in a few months or a year. Instead, it can be a lifetime of service and reduced operating costs.