Creating an ergonomically design socket wrench in xShape and SOLIDWORKS

Parametric & Sub-D Modeling: Optimize CAD Modeling with SOLIDWORKS and xShape

Table of Contents

SOLIDWORKS Desktop has long been the go-to tool for CAD modeling in the world of engineering and design. In the age of cloud computing and collaboration, we now also have SOLIDWORKS cloud-based apps on the 3DEXPERIENCE platform. Both are well-known in the world of engineering and design. But what many people donโ€™t know is that SOLIDWORKS Desktop and the Apps on the 3DEXPERIENCE platform are designed to work hand-in-hand. In fact, they are really just two different facets of the same ecosystem โ€” and Hawk Ridge Systems is here to support both!

SOLIDWORKS, 3DEXPERIENCE, and Hawk Ridge Systems logos

To demonstrate this, this blog will focus on using SOLIDWORKS Desktop in tandem with the 3DEXPERIENCE CAD App, xShape. xShape functions very differently than the parametric modeling tools we are used to in SOLIDWORKS, and as such, it has very different strengths. In this blog, we will utilize the strengths of both to show how we can build more robust designs.

Designs in XShape and SOLIDWORKS

3DEXPERIENCE Cloud CAD โ€“ Sub-D Modeling with xShape

xShape is a part of the 3D Sculptor role on the 3DEXPERIENCE platform. xShape is a subdivision (often abbreviated as โ€œsub-Dโ€) modeling tool, which many SOLIDWORKS users may not be familiar with. Subdivision modeling is described in detail in another blog, but the core concept is to subdivide geometry into distinct regions or divisionsโ€”hence the name โ€œsubdivisionโ€. We then directly manipulate those regions by โ€œpushingโ€ and โ€œpullingโ€ directly on those regions of our modelโ€™s geometry.

Model geometry in xShape

If youโ€™re new to xShape or sub-D modeling, check out our related content to get up to speed:

Be sure check out our brief video on all of the Cloud CAD tools 3DEXPERIENCE Cloud CAD – Revolutionary Design Suite for an overview of what they can do as well.

We should note, that while this post focuses on integration between xShape and SOLIDWORKS Desktop, the entire suite of 3DEXPERIENCE Apps is designed to work with almost any CAD software. No matter which CAD package you prefer, you can make use of the subdivision modeling in xShape to give more fidelity to your designs.

SOLIDWORKS and xShape โ€” What are their Strengths?

SOLIDWORKS โ€” Parametric Modeling

SOLIDWORKS Desktop is a parametric modeling tool. That means we use specific parameters (hence the name โ€œparametricโ€) to define our designs. This includes things like sketch geometry, dimensions, relations, features, mates, etc. Each one can be considered a parameter of our design โ€” the elements we define to build our geometry. Itโ€™s something almost all SOLIDWORKS users are innately familiar with.

Defining parameters in SOLIDWORKS

This type of modeling is perfect for parts that have specific requirements related to their form, fit, and function. We can define precise dimensions, shapes, relations, etc., very easily with parametric design. And because parametric design information is stored within the model in SOLIDWORKS, making changes to our models is as straightforward as modifying our parameters.

The 3DEXPERIENCE platform also has a cloud-based parametric modeling tool called xDesign (part of the 3D Creator role) that can be used on any internet-connected device. Our video, 3DEXPERIENCE Cloud CAD: Browser-Based Mechanical Design, gives a good overview if youโ€™re interested in learning more.

xShape โ€” Sub-D Modeling

xShape is a subdivision (Sub-D) modeling tool. That means that we donโ€™t define specific parameters to control our designs. Instead, sub-D modeling is more freeform. Itโ€™s akin to modeling with โ€œdigital clay.โ€

We start out with basic shapes, called โ€œprimitivesโ€, and then โ€œpushโ€ and โ€œpullโ€ on that shape to form our designs. You can learn more about primitives in our tips and tricks blog post for xShape. Once we pick a primitive, there are no individual features or dimensions that constrain our design. To make changes to any part of our model, we directly mold our geometry just as we would a piece of clay in our hands.

Molding geometry in xShape

As a result, creating organic, freeform designs with sub-D modeling in xShape is a breeze.

Utilizing Both Tools to Their Strengths

Being able to create freeform designs is all well and good, but often those designs need to interface with or assemble to mechanical parts. And as we all know, mechanical design is SOLIDWORKS bread and butter. So, if our designs require both mechanical geometry as well as free-form, organic geometry, that begs the question: Why not use both tools to their strengths?

Thankfully, the integrated nature of the SOLIDWORKS family of tools and the 3DEXPERIENCE platform allows us to do just that.

SOLIDWORKS 3DEXPERIENCE

Case Study: Using SOLIDWORKS and xShape Together

Designing an Ergonomic Socket Wrench

A hand tool is a great use case for marrying the benefits of both SOLIDWORKS Desktop and xShape to create a more robust design. There are certain aspects of a hand tool that are well suited to parametric modeling, such as the working end of the tool. And there are other aspects that are better suited for subdivision modeling, such as an ergonomic handle.

Therefore, to demonstrate this we will investigate just such a case study with the design of an ergonomic ratcheting socket wrench.

Drawing of an ergonomic ratcheting socket wrench

Design Considerations

Letโ€™s say that we are tasked with designing a medium-sized ratcheting socket wrench with a 3/8โ€ square drive, direction selector, and an ergonomic (and visually appealing) handle.

Finished product of an ergonomically designed socket wrench

A 3/8โ€ square drive has well-defined dimensions and specifications. Our design must fit tight specifications so that it can correctly interface with standard 3/8โ€ square drive sockets. On the other hand, the ergonomic handle has much looser requirements. It really just needs to fit the average personโ€™s hand and be visually appealing. As such, we will design different elements of the wrench utilizing the best tool for the job: SOLIDWORKS Desktop for the mechanical (parametric) elements and xShape for the ergonomic (subdivision) elements.

Parametric Elements

Standards such as ANSI/ASME B107.1-2002, โ€œSocket Wrenches, Hand (Inch Series)โ€ or references such as the โ€œMachineryโ€™s Handbookโ€ give requirements for standard socket wrenches. We will design our square drive according to these well-defined requirements.

Specifications for socket wrench design

We also must consider the mechanisms that allow a ratcheting wrench to work. The pawl, gear/wheel, springs, detent, direction selector, etc., are all mechanical components that must act in harmony to have a working wrench. There might also be design considerations on size, strength, clearance, packaging, etc. Each of these considerations translates directly into specific parameters and mechanical requirements that dictate a large part of our design. As such, they will flow right into the definition of our parametric CAD model.

Socket wrenches with Hawk Ridge Systems logo

Subdivision Elements

The ergonomic grip on the other hand doesnโ€™t have many hard parameters or mechanical requirements. It just needs to fit the average personโ€™s hand comfortably, be visually appealing, and integrate with the mechanical (parametric) elements of the wrench.

Ergonomic grip for socket wrench

Of course, it must also be strong enough to stand up to reasonable use, be manufacturable, etc. โ€”but thatโ€™s subject all its own involving simulation, testing, and validation. If you want to learn more about Simulation and part validation, check out on content on the Road to Validation with SOLIDWORKS Simulation.

Why Not Design the Handle in SOLIDWORKS as Well?

We can also create smooth, organic geometry in SOLIDWORKS. The handle certainly could be modeled parametrically with Lofts, Boundaries, surfacing techniques, etc. But when it comes to creating ergonomic, freeform shapes, modeling parts parametrically may not be so easy.

SOLIDWORKS geometry will always be defined by specific parameters. As a result, SOLIDWORKS features can be easier to make more โ€œpreciseโ€ but can also be more challenging to manage. If youโ€™ve ever modeled complex shapes organic shapes in SOLIDWORKS, you know it can sometimes take a fair amount of tweaking to get the shape โ€œjust rightโ€.

Designing a wrench handle in SOLIDWORKS instead of xShape

XShape, on the other hand, makes the creation of that same geometry very straightforward. As such, it allows us to meet our requirements without reducing design flexibility. Our โ€œdigital clayโ€ in xShape lets us freely shape our handle geometry without being encumbered by a large number of parameters.

Concept sketch design of a wrench handle in xShape

Now, this doesnโ€™t mean xShape canโ€™t be precise. It simply means that our geometry isnโ€™t constrained by parameters like they are in SOLIDWORKS. To improve precision in xShape we can use reference images or concept sketches directly in our sub-d models to refine and guide our designs. See our Getting Started with xShape and Sub-D Modeling โ€“ Tips and Tricks blog post for more.

We can include parametric geometry from SOLIDWORKS or xDesign to help designs as well. We can even use exact values for how much we want to โ€œpushโ€ and โ€œpullโ€ our geometry when forming it in xShape.

Including parametric geometry to help push or pull geometry for a socket wrench handle

Combing Parametric Elements with Subdivision Elements

Now that we have our parametric design elements and our subdivision design elements, how do we bring them together?

The answer is straightforward. Thanks to the 3DEXPERIENCE platform and the interconnectivity between the SOLIDWORKS family of tools, we can easily use xShape models in SOLIDWORKS and vice versa.

3DEXPERIENCE Connector/SOLIDWORKS App

For our case study, we can open our wrench handle in SOLIDWORKS Desktop via the 3DEXPERIENCE Connector (Collaborative Designer for SOLIDWORKS). This connector allows us to access the Cloud-based product data management (PDM) tools to directly pull our xShape part into SOLIDWORKS.

Pulling an xShape part into SOLIDWORKS using the 3DEXPERIENCE Connector

We intend the wrench handle to be over-molded onto the wrench body for this case study. We have pre-defined the wrench body side of the interface parametrically in SOLIDWORKS.

Pre-defined wrench body in SOLIDWORKS

To match that interface on our sub-D handle model, we can use the existing parametric wrench body itself. One way to do this is by using the โ€œInsert Partโ€ command in SOLIDWORKS to bring the wrench body geometry into our handle model. Then using the โ€œSubtractโ€ option of the โ€œCombineโ€ feature we can transfer the parametric interface information directly to our handle model. The result is a perfectly matched interface between wrench body and handle.

Matching parametric interface information directly to handle model in SOLIDWORKS

In practice, we would include some analysis of the over-molding process to account for things like shrinkage of the materials during manufacture. Thatโ€™s beyond the scope of this blog post, so weโ€™ll assume that our geometry is okay. If youโ€™re interested in that kind of analysis, SOLIDWORKS Plastics is built for just that โ€” which you can learn about here: SOLIDWORKS Plastics Overview.

Editing xShape Subdivision Models with SOLIDWORKS

One of the great things about bringing xShape models into SOLIDWORKS Desktop is that just like any other solid, we are free to further modify them using parametric features. In this case we use Extrudes, Cuts, and Fillets to create a loop so that the wrench can be hung up when not in use.

Creating a loop in the wrench handle in SOLIDWORKS

We will also use our Surfacing tools along with some additional Extrudes, Cuts, and Patterns to create a form fitting grip. In this case weโ€™ll model it as a separate body so that the main handle and the rubberized grip can be manufactured with two separate materials โ€” stay tuned for a follow up blog post on this process as well!

 Creating a rubberized grip using surfacing tools in SOLIDWORKS

The bottom line is, regardless of the changes we need to make to our subdivision models, SOLIDWORKS has us covered. The interconnectivity of the SOLIDWORKS family of tools and the 3DEXPERIENCE platform give us a wide range of capabilities to realize our design.

Ratchet wrench designs in SOLIDWORKS

SOLIDWORKS Desktop & xShape: Use the Strengths of Both!

When we need to model mechanical, rigid geometry defined with strict parameters, SOLIDWORKS undoubtedly will be our workhorse. And when we need smooth, freeform geometry, xShape fits the bill.

Ratchet wrench design

The fully integrated nature of SOLIDWORKS Desktop and xShape (along with all of the other 3DEXPERIENCE apps and roles) makes designing with both easy and straight-forward.

If you want to learn more about SOLIDWORKS Desktop, the xShape app/3D Sculptor role (or about the 3DEXPERIENCE apps in general), feel free to reach out!

Contact us any time to learn more about these tools and how they can be a part of the solution to your engineering and design challenges.

Picture of Taylor Hoff

Taylor Hoff

Taylor Hoff is an applications engineer at the Hawk Ridge Systems Costa Mesa office in Southern California. Taylor has years of experience as a SOLIDWORKS user and working in the aerospace industry with a background in design, R&D, testing and technical communications. Taylor obtained his degree in aerospace engineering from California State University-Long Beach.
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