Getting Started with Onshape: Sketches

This is the first part of a series of posts about Onshape. In case you don’t know, Onshape is a cloud-based, online parametric CAD. The result of the tutorial is in this document.

After signing up, you’ll find yourself in the documents page:

Document Page

Click “Create” to create a new one. I’d like to design an office chair, so I’ll use “Office Chair” as document name.

Onshape will now display the workbench:

Onshape Workbench

Read “Interface Basics” to learn how to manipulate the UI. I’d like to get started with my chair. The first thing that it needs is wheels.

Let’s create a circle … circle … where is the circle? Where is anything???

Turns out that Onshape wants to you to create a “sketch” first. Think of a sketch as an outline of something. With the tools that you can see now, you can turn this outline into a 3D object. Sounds a bit dry but wait for it. To create a sketch, click on the “Sketch” button (next to the pencil).

New Sketch

There are three important points here:

  1. Onshape tells us what we need to do next.
  2. The new sketch was added to the features.
  3. Blue things are important or active. In this case, the “Sketch Plane” selector is active and Onshape wants us to select a plane. If it turns grey, make sure you click it again or the next step won’t work.

What does that “a sketch plane” mean? Onshape is a 3D CAD but you probably only have a 2D mouse. That means Onshape somehow has to reduce one dimension. It does that by letting you select a plane on which all your lines, rectangles and circles will be. We’ll see how that works out later when we create more complex shapes.

Currently, we want to create a wheel and a wheel should stand on the floor (or it won’t move). So we have the choice of the “Front” and the “Right” plane. I chose the “Front” plane. Just move the mouse over the plane you want and it should turn yellow. If you click, the “selection” will be added to the sketch:

Selected Front plane

As you can see, the blue field turned white, the text changed to “Front plane” and there is now an additional rectangle in the 3D view. If you rotate the view, you’ll see that the new rectangle is always parallel to the “Front” rectangle which is what we want.

Also the missing primitive drawing tools (line, rectangle, circle) are now available.

Let’s build a wheel. Let’s start with a circle. Click the green button and … Where did the drawing tools go??? Where is my sketch? What is going on?

Well, the drawing tools are only visible as long as you’re editing a sketch. So double-click on “Sketch 1” or right-click it and select “Edit”. And the tools are back.

Let’s add a circle:

  1. Click the Circle button at the top (it turns grey to indicate that it’s now active)
  2. Click somewhere in the drawing area and drag the circle as big as you want.

I had my first doubt here: How do I enter a diameter or radius? How am I supposed to construct something instead of simply sketching a design? Turns out that Onshape has solved this problem in a really nice and intuitive way. But let’s assume that we have no idea and we just continue working.

If you rotate the view, then the planes “Front”, “Sketch 1” and the circle should look like they are parallel.

We now have the outline of our wheel. The sketch is now ready to be used. Finish editing by clicking the green button.Added circle

Your workspace should now look like this: “Sketch 1” in the list of features and a dull grey circle. Let’s turn the circle into a cylinder. Click “Extrude” (first button to the right of sketch).

Extrude

Important things here: The extrude operation has been added after the sketch. That means it can use our sketch as outline for the operation.

The options for extrude are what we want (“Solid” and “New”). The next option (active) is the outline to extrude. Hover inside the circle and it will turn yellow. When you click, the magic will happen.

Extrude At Work

If you drag the arrow around, you can see that the number in the Extrude form changes. That’s the amount by which the outline gets extruded. You can also edit the value directly. Enter “1 cm”. The software will display “0.394 in” and update the cylinder. If you edit the value, you’ll see “1 cm” again. So the software remembers what you originally wanted. Keep that in mind.

Most wheels have round edges. The “Fillet” tool does that for us. Click on the tool without closing the “Extrude 1” form:

Wheel Fillet

As you can see, the last tool was finished for us and a new one was added. “Fillet 1” is waiting for us to select the corners we want to round. If you hover over the two ends of the cylinder, they’ll turn yellow (as in the image above). When they do, click to add them. There is no need for Ctrl or Shift, Onshape always toggles the selection when you click on something.

You’ll notice something strange: When you select the first circle, the edge will be rounded. But when you select the second one, the effect will be gone. Why?

Odd Fillet Behavior

In the form, you can see that the correct edges are selected. The problem is that the radius of the fillet (0.2 in) is too big; 0.4 in is greater than 1 cm, so Onshape simply can’t do what we want. Enter “3 mm” to fix that:

Finished First Wheel

Looks like a wheel to me. But “0.118 in” looks odd. Let’s fix that. Onshape Units

Select “Centimeters”. The form won’t update right away, you have to close and reopen it.

Let’s add an axis around which the wheel should rotate. Create a new sketch (“Sketch 2”). Select the side of the wheel as “sketch plane” which is closest to the plane of “Sketch 1”.

Add a circle. This time, hover the mouse near the center of the wheel until the center point lights up. That tells Onshape that you want a circle which has the same center as the first one:

Wheel Axis Center

The important part here is the little icon with the two lines and the white point. This is a constraint, specifically the “Coincident constraint” which makes sure that those two points will stay in the same place, even when you move one. This will start to make sense later.

After adding the circle, we want to make sure it’s exactly 1 cm. How do we do that?

With the dimension tool. Click it and the circle. You’ll get an entry field where you can enter “1 cm” to set the diameter of the circle:

Wheel Axis Dimension

Click extrude to add a 6 mm long cylinder. You need to click inside of the new circle to make this happen. If you click on the circle, you get a hollow cylinder. We want a massive one.

Extruded Wheel Axis

Important bits here:

  1. The option “Solid” is active.
  2. The option “Add” is active. This adds the new volume to the part selected at the bottom (“Part 1”)
  3. “Face of Sketch 2” is selected which is our circle. That’s the outline that gets extruded.

To create the second wheel, we add a mirror operation. Click “Mirror”, select the wheel somewhere. It will turn yellow-ish:

Wheel Mirror, Step 1

The field “Mirror plane” is red, indicating some kind of problem. Note that the field with “Part 1” is active, so click anything would change this field. We don’t want that. Click on the field “Mirror plane,” instead. You should now be able to select the top of the axis:

Selecting Mirror Plane

 

which will give you this result:

Two Wheels with Axis

 

Two wheels, connected with an axis.

How big are the wheels? If you remember, we just dragged a circle. Dimension tool to the rescue!

Double click “Sketch 1” to edit it. Everything else will be hidden.

Apply the dimension tool to the circle. Enter “6 cm”. Click the green button to get:

Two Wheels with Correct Size

And that’s the power of Onshape: The tool remembers all the steps that you made to create something. If you go back and change a step, it will adjust all the later steps. That means you can really “sketch” (as in “quickly draw something”). When you feel the need to improve a step, go back to it, make the change and everything else will be updated.

As the last part of this tutorial, let’s add the handle which connects the axis between the wheels and the base of the chair.

I’ll construct a simple handle from a box and a cylinder. For the box, I first need a rectangle which goes between the wheels.

While I could rotate the view carefully and aim between the wheels, there is a more simple way: Hide the second wheel for a moment. To do this, right-click on “Mirror 1” and select “Suppress” from the context menu:

Hiding the Second Wheel

We can now easily create a sketch in the same plane as the extruded tip of the axis. Draw a rectangle around the axis which should extend somewhat to the left side of the wheel without extending over the wheel itself:

Rectangle Outline of the Handle

Extrude it. Options: “Solid”, “New”, Change “Blind” to “Symmetric”, “0.8 cm” thick, and make sure you click on the area of the rectangle outside of the circle which marks the axis. That way, we get a hole in the new box for free:

Extrude Box With Hole

If you don’t get a hole, remove the selection of “Face of Sketch 3” with the little red “x” next to it (not the big one at the top!) and click again.

Time for the last sketch: The cylinder at the top.

  1. Click “Sketch”
  2. Select the top of the new box
  3. Switch to “Top” view
  4. Draw a circle

Messy Circle

But we want the circle to be perfectly aligned. For that, we need construction lines.

  1. Delete the circle again (try Undo)
  2. Create a vertical line near the right end of the box. Make sure the “coincident” symbol is visible when you click. When you click a second time, you should also see the “perpendicular” symbol.
  3. Select the vertical line
  4. Click the “Construction” tool to turn it into a dashed construction line
  5. Click the “Dimension” tool
  6. Select the vertical line and the right edge of the box.
  7. Enter “0.4 cm” as distance
  8. Create a circle with the center point at the midpoint construction line
  9. Use the dimension tool to give the circle a diameter of 6 mm

The final result should look like this:

Constructed Circle

Finally, extrude the circle by 2.5 cm:

Hollow Tube

This doesn’t look right. In the “Extrude” form, “Surface” is selected but we need “Solid.”

Missing Cylinder

What the …? Where is my cylinder??

Turns out that it makes a difference what you select before you extrude. If you select the circle outline, you get only a tube. But if you click inside of the circle, the whole area is extruded. So to fix the problem, just click inside of the circle (instead of the circle itself) to get:

Correct Cylinder

Make sure “Add” is selected and “Part 2”.

Last steps:

  1. Unsuppress “Mirror 1”
  2. Rename the tab from “Part Studio 1″” to “Wheel Parts”

Finished Wheels

Not bad for just a few minutes of work. Next part: Chair Base with 5 spokes.

7 Responses to Getting Started with Onshape: Sketches

  1. Stella says:

    This is great training materials. Can I translate your materials into Chinese and share with all Chinese fellows?

  2. John says:

    Thanks, this is a great introduction…I was a little lost with the available tutorials, not nearly so daunting now.. Looking forward to your next one!

  3. Henry Casson says:

    Good. Looking forward to next episode

  4. Thomas says:

    This is great. this is the kind of getting started walkthrough i was looking for and not available from onshape yet. eagerly awaiting the next part.

  5. Alex says:

    Great post, please do post more!
    Note – small mistake asking the user to extrude the axis between the 2 wheels 0.6mm, it should be 0.6 cm.

  6. Keith Hoy says:

    Just found this tutorial, great work. Did you finish the chair? looking for the next installment.
    Cheers,
    Keith

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