Step 1 – Open the spreadsheet
Step 2 – Open document
Step 3 – Delete the assembly that is automatically created when you import the step file
Step 4 – Unpack the CAD Imports so that the STEP file is at the top level
Step 5 – And rename the step file
Step 6 – to be something simple like “Step” so that it doesn’t show up in the search
Step 7 – Update the document properties
Step 8 – With the name of the part and part number followed by a carriage return and the URL of the part
Step 9 – Select the screw(s) and delete them
Step 10 – You have to click on the green check to confirm the delete.
Step 11 – Select all of the planes
Step 12 – And hide them
Step 13 – Press Shift 7 to get to a nice isometric view
Step 14 – Click on the Transform function so that we can orient the part the same as it appears on the web page.
Step 15 – Change the Transform type to be Transform by mate connectors
Step 16 – Click on the part to transform
Step 17 – For the From mate connect, find a nice flat spot that represents either the top of the bottom
Step 18 – Then hide the part temporarily so that we can get to the origin
Step 19 – Click on the top of the origin connector
Step 20 – And unhide the part again
Step 21 – You will see the part reoriented. If by chance you got the wrong spot on the origin, you can delete the connector and try again
Step 22 – Click on the reorient and flip buttons to get the part into the right orientation
Step 23 – Click on the pencil next to the green check box to rename the transform
Step 24 – A name like Orient part works well
Step 25 – Now that we don’t need the origin, go ahead and hide it.
Step 26 – Press shift 7 to get back to the isometric view
Step 27 – To insert the screw into the part, click on the Derived function
Step 28 – Select Other Documents
Step 29 – And find the ServoCity folder
Step 30 – then ServoCity > Hardware
Step 31 – then ServoCity > Hardware > Fasteners
Step 32 – ServoCity > Hardware > Fasteners > Screws & Bolts
Step 33 – ServoCity > Hardware > Fasteners > Screws & Bolts > Machine Screws
Step 34 – ServoCity > Hardware > Fasteners > Screws & Bolts > Machine Screws > Socket Head Machine Screws
Step 35 – Select the Sample 6-32 part
Step 36 – You should see the part studio to insert, but we need to know the screw size
Step 37 – Going to the page for the product, the specs usually give the screw length
Step 38 – Select the correct screw length in the configuration dropdown
Step 39 – And click on the Simple 6-32 screw part
Step 40 – Don’t forget to click on the pencil to rename the operation
Step 41 – A simple name like Screw will do here
Step 42 – To get the screw into position, click on the Transform function again
Step 43 – Change the Transform type to be Transform by mate connectors
Step 44 -Click on the Simple screw (many times it is hidden, so just click it in the parts list)
Step 45 – To get to the mate on the screw, you may have to hide the part
Step 46 – Clock on the From Mate Connector and orient the model so you can see the bottom of the screw
Step 47 – Click on the bottom of the screw
Step 48 – Then show the part again
Step 49 – Rotate the part and find where the screw needs to go and click
Step 50 – You may have to flip the primary axis to get the screw into the right orientation
Step 51 – Click on the pencil next to the check to rename it
Step 52 – Call it something like Place Screw and click the green check
Step 53 – Select both parts
Step 54 – And find the boolean operation. Alternatively, you can use the Composite Parts Feature, at the top just to the left of the Sheet Metal tools(the far right section). It will create a composite part, which will behave just like a normal part, but will be in a “Composite Parts” folder rather than the “Parts” folder where parts usually show up.
Step 55 – Sometimes the operation won’t work because the thread holes on the part are being difficult. If that is the case, you can extrude the face of the thread down into the thread about .01” and retry the boolean operation. Assuming that it works, click on the pencil to rename it. This step also applies to using the Composite Part Feature.
Step 56 – A name like Merge Parts works.
Step 57 – There should only be one part at this point in time, click on it and select properties. If you used the Composite Part Feature, right click on the composite part.
Step 58 – Enter the name and part number into the name field, the URL into the description and the part number into the Part number field.
What works well is to have copied the part name/number/URL fields from the spreadsheet and then paste it into the description. Copy the part number into the part number field, then cut the Part name/number to paste into the name field. It will also set up your cut/paste operation for later steps to rename the tab and document.