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How to mate parts/assemblies to the origin

roy_rofflerroy_roffler Member Posts: 15

Hi

I'm new to Onshape and I'm already struggling with the basics.
All I try to do is the following:

I start with an imported assembly "A". Into that, I want to add a second imported assembly "B" and mate it to the origin.
In order to do so, I defined a "Mate Connector" in the assembly "A", located on its origin.
I then opened the assembly "B" and also defined a "Mate Connector", again located on its origin.

Now, when I add assembly "B" to Assembly "A" and move it to a random location, the mate connector of "B" is not located in "B"s origin, but in the origin of assembly "A". But when I open "B" alone, the mate connector is located on the origin?! That doesn't make any sense to me. It seems as if this mate connector is not fixed to the origin at all.

BTW: I know, when I don't click in the graphics window when adding a part/assembly, it will be placed at the origin. But like that is not really fixed. And if someone accidentally moves it around, there also needs to be a way of putting it back to the origin too.

Thanks in advance
Roy

Best Answers

  • NeilCookeNeilCooke Moderator, Onshape Employees Posts: 5,714
    Answer ✓
    Senior Director, Technical Services, EMEAI
  • eric_pestyeric_pesty Member Posts: 1,951 PRO
    Answer ✓
    Seems like my last comment got lost somewhere...

    Again, thanks for the support. But looking at that script... This can't be a permanent solution for placing an assembly on the origin? Placing an assembly on the origin should be a few clicks, not scripting.

    Yes, I can just not click in the graphics window and everything will be placed on the origin. But development work is hardly ever linear. What if I want to try something out and move an assembly to another location to do so, just to find out that this is no option. How do I get it back to the origin? Just by hopefully remembering how much I moved it?

    Why can't I see the mate connectors inside the subassemblies when working in the top assembly (talking about the public model "OS_Tetris_ASM" here)? To my understanding, these mate connectors are used to define the locations.


    You've added the MC to the sub-assemblies but the top level is referring to a version of them. You have to update the top level to the latest version to see your changes. Or in this case it would probably make more sense to have the sub-assemblies and top level to be in the same document...

    One thing that might not be obvious is that sub-assemblies are not treated as "solid" (i.e. anything that can move around in a sub-assembly can also move around in a higher level assembly). I can see that your parts are not constrained in your sub-assembly so they will still move around in the higher level regardless of you mating the assembly origins together...

    Also note that "fixing" a part in a sub-assembly is a "local" thing that you can use to locate other parts relative to that but doesn't translate to higher levels. If you constrain things relative to each other in a sub, you will need to mate at least one thing in the higher level to "lock" them all in place.

    Basically the origin is a lot less "firm" in Onshape assemblies than other CAD systems and Onshape prefers to use geometry directly. It takes a bit of time to get used to it but it does cleanup the assembly tree (no bunch of planes or origins all over the place) but it means you do need to create a MC occasionally if you need a "fixed" reference that doesn't depend on geometry. The assembly structure is also a lot more "fuzzy" so mates are solved the same way regardless of what "level" they are at in the assembly tree.

    I think you are on the right track though:
    - Create a MC on the origin in your sub-assembly
    - Constrain your parts relative to that MC in your sub (with mates and/or group features, not with "fixed")
    - Insert these sub-assemblies in your higher level and mate the ref. MC (either to parts or each other or the origin, etc...)


  • nick_papageorge_dayjobnick_papageorge_dayjob Member, csevp Posts: 844 PRO
    Answer ✓
    I read half the replies and skimmed the rest, sorry for the short attn span!:)

    1) make an explicit MC on the origin of sub1. I like to name it "sub1 mc"
    2) inside the part studio, make an explicit MC at the origin. Then use the FS multimateconnector to quickly give each part in that studio the same MC. This FS is a huge timesaver.
    3) Go to sub1, and insert all the parts. Drag them each around so they are NOT on the origin in their ideal position. One at at a time, mate each part's MC to the sub1mc. By dragging the parts around, it's easier to pick each one's MC. This is the equivalent of ProE's defult constraint in asm mode. (but takes a few more steps). I personally like doing it this way rather than "group" and "fix", but we each have our own preference. Also, often times it's easier picking the MC from the tree, rather than the graphics, especially if there are a lot of them.
    4) repeat steps 1-3 for each other sub.
    5) make a top level asm. Put an explicit MC as its first feature. Name it "top-sub mc".
    6) insert all the other subs inside. Mate sub1 mc to top-sub mc, then sub2 mc to top-sub mc. etc.

    Of note, it makes a difference what order you pick MC's when you end up offsetting the parts. I make it a habit to always pick the MC of the part to be placed first, then pick the MC of the asm (or already mated part within the asm) second. The direction of the offsets follows the coordinate system of the first MC.

Answers

  • Matt_ShieldsMatt_Shields Member, Onshape Employees Posts: 453
    You're right that when you don't click in the graphics window, the part/assembly will be placed at the origin.  But then, after placing it, you need to fix it.  That way no one can accidentally move it.  As for the mysterious moving of mate connectors, you should probably share your document.
  • shawn_crockershawn_crocker Member, OS Professional Posts: 869 PRO
    I would just fasten mate the first item onto the assembly origin.  Then I would fasten mate any other items that have a mate connector defined at an origin to that first items mate connector.  My personal preference is to not use this master mate connector method using the origin as a common point.  I usually prefer to just fix one item.  Then I group mate everything that does not need to be actually mated.  Or, I usually prefer to add a mate connector to a part so that the part can connect to a more logical spot on another part.  I do this usually when an item is going to be revision controlled.  I try to find mating areas that possibly will still be valid even if one part needs to be revised but another part that connects to it does not.  I dislike having to revision an item just to update a mate connector.  I wish onshape had a way to make mate connector controlled outside of the context of the revision control system.
  • roy_rofflerroy_roffler Member Posts: 15
    Update from my side: I made a very basic assembly publicly available, that hopefully helps the discussion.

    File Name: OS_Tetris_ASM

    Both subassemblies (os_tetris_asm1_asm and os_tetris_asm2_asm) have a mate connector on its origin. None of these mate connectors show up in the top assembly and therefore I can't mate "mate connector" to "mate connector". So how do I get both subassemblies to be placed on the origin? This can't be too hard? And since we regularly get whole assemblies from customers, this is an absolutely essential thing for us.
  • roy_rofflerroy_roffler Member Posts: 15
    Matt_Shields: Concerning fixing it: And what if someone nevertheless moved an item? How does it find back to the origin? After it has been moved from there? In Creo I place it as "Standard". Done. This seems to be the most basic placement of any part or assembly...
  • shawn_crockershawn_crocker Member, OS Professional Posts: 869 PRO
    They would have to with intent, unfix the item and move it and then fix the item again to cover up there move.  If you were to continue with the master mate connector approach, I agree, it is harder to the assembly to go out of wack accidentally.  Here is a link to a great custom feature I have been using.  It lets you apply a mate connector to lots of parts all at once.  So you could create a mate connector at the origin and then apply it to everything in one shot.  I have seen other people using it like this and it does work well.  https://cad.onshape.com/documents/58f9f75f4e5ebed44b5cd7d7/v/81fe32116bdd4df6518a7778/e/b1b3e01abf7b7499c8fc50b6
  • roy_rofflerroy_roffler Member Posts: 15
    Thanks for all the feedback so far, honestly appreciating it.

    But I have to say, I don't understand it... It's one assembly that should be placed at the origin. I should not need to fix some parts, make mate connectors to others etc. just to place it on the origin? I mean it doesn't get more basic than that, or does it?

    And the origins of the subassemblies as well as the mate connectors defined in them are not visible in the top assembly anyhow, so I can't use them to place anything even if I wanted to. 

    Also, yes, place it there and never move it again. But designs are often iterative. What If I decide to move it to try something out. And then I want to move it back to the origin, but don't remember how far it was moved? Then I need to delete it and place it again? Guess that would be catastrophic for any parts having references on that part/assembly.

  • roy_rofflerroy_roffler Member Posts: 15
    Seems like my last comment got lost somewhere...

    Again, thanks for the support. But looking at that script... This can't be a permanent solution for placing an assembly on the origin? Placing an assembly on the origin should be a few clicks, not scripting.

    Yes, I can just not click in the graphics window and everything will be placed on the origin. But development work is hardly ever linear. What if I want to try something out and move an assembly to another location to do so, just to find out that this is no option. How do I get it back to the origin? Just by hopefully remembering how much I moved it?

    Why can't I see the mate connectors inside the subassemblies when working in the top assembly (talking about the public model "OS_Tetris_ASM" here)? To my understanding, these mate connectors are used to define the locations.


  • NeilCookeNeilCooke Moderator, Onshape Employees Posts: 5,714
    Answer ✓
    Senior Director, Technical Services, EMEAI
  • eric_pestyeric_pesty Member Posts: 1,951 PRO
    Answer ✓
    Seems like my last comment got lost somewhere...

    Again, thanks for the support. But looking at that script... This can't be a permanent solution for placing an assembly on the origin? Placing an assembly on the origin should be a few clicks, not scripting.

    Yes, I can just not click in the graphics window and everything will be placed on the origin. But development work is hardly ever linear. What if I want to try something out and move an assembly to another location to do so, just to find out that this is no option. How do I get it back to the origin? Just by hopefully remembering how much I moved it?

    Why can't I see the mate connectors inside the subassemblies when working in the top assembly (talking about the public model "OS_Tetris_ASM" here)? To my understanding, these mate connectors are used to define the locations.


    You've added the MC to the sub-assemblies but the top level is referring to a version of them. You have to update the top level to the latest version to see your changes. Or in this case it would probably make more sense to have the sub-assemblies and top level to be in the same document...

    One thing that might not be obvious is that sub-assemblies are not treated as "solid" (i.e. anything that can move around in a sub-assembly can also move around in a higher level assembly). I can see that your parts are not constrained in your sub-assembly so they will still move around in the higher level regardless of you mating the assembly origins together...

    Also note that "fixing" a part in a sub-assembly is a "local" thing that you can use to locate other parts relative to that but doesn't translate to higher levels. If you constrain things relative to each other in a sub, you will need to mate at least one thing in the higher level to "lock" them all in place.

    Basically the origin is a lot less "firm" in Onshape assemblies than other CAD systems and Onshape prefers to use geometry directly. It takes a bit of time to get used to it but it does cleanup the assembly tree (no bunch of planes or origins all over the place) but it means you do need to create a MC occasionally if you need a "fixed" reference that doesn't depend on geometry. The assembly structure is also a lot more "fuzzy" so mates are solved the same way regardless of what "level" they are at in the assembly tree.

    I think you are on the right track though:
    - Create a MC on the origin in your sub-assembly
    - Constrain your parts relative to that MC in your sub (with mates and/or group features, not with "fixed")
    - Insert these sub-assemblies in your higher level and mate the ref. MC (either to parts or each other or the origin, etc...)


  • roy_rofflerroy_roffler Member Posts: 15
    Again, thanks to both of you! Very helpful. I think I'm getting there. Slowly.  o:)

    So, let's assume something:
    I receive an assembly of a coolant pump, already placed in a desired location by a customer.
    I would import that pump, mate the first part to the origin, group the rest of the parts to it (now all the parts are "locked") and create a mate connector on the origin of the whole assembly. Like that, I always have that mate connector to move it to the origin in assemblies higher up, right?

    So, I tried to do the following:

    1. Deleted all these Tetris Files

    2. Imported Subassembly 1
    3. Added a mate connector to the first part
    4. Locked that first part in the Subassembly 1
    5. Grouped both parts together in the Subassembly 1

    6. Same for Subassembly 2 (Import, mate connector, locked, grouped)

    7. Created a new file for the top assembly

    8. Added Subassembly 1 and 2
    ==> Again, no mate connectors visible

    I suspect the top level is again referring to a version of the subassemblies.
    How do I update that and why can't I see the different version in all the files I created?
    Also: How do I not create versions but instead just use the actual version of the subassemblies?
  • roy_rofflerroy_roffler Member Posts: 15
    Addition:
    I found the button for updating versions, however, there are no parts or assemblies to update...
    Even though it says "Versioned assembly from other document" Version V1 

    How and why is there a new version that I can't see in the home of onshape / in all my documents?




  • Matt_ShieldsMatt_Shields Member, Onshape Employees Posts: 453
    Try making a new version on the OS_TETRIS_ASM1_ASM document.
  • roy_rofflerroy_roffler Member Posts: 15
    No, I don't want any new version! I want to use one and only one version. The one with the mate connectors located on the origin.
    More versions not doing what I want won't help me a lot I'm afraid.

    The problem is that these mate connectors are either not showing up in the top assembly, even though they are clearly defined and visible in the subassembly. Or they are just jumping around and are not located to the origin of the part they are assigned to.

    Before it was mentioned that my "top level is referring to a version of them". How do I make my top level NOT referring to a version of them.

    A bit off topic: Why does it take six hours for a comment (my last one) to show up here, but then I get answers just minutes later?
    A bit off topic as well: Is there any company that offers telephone support or something similar for Onshape? I can't solve how to mate an imported assembly to the origin in 3 days, so I can't imagine how we as a company should productively switch to that software? 
  • NeilCookeNeilCooke Moderator, Onshape Employees Posts: 5,714
    edited July 18
    No, I don't want any new version! I want to use one and only one version. The one with the mate connectors located on the origin.
    More versions not doing what I want won't help me a lot I'm afraid.

    The problem is that these mate connectors are either not showing up in the top assembly, even though they are clearly defined and visible in the subassembly. Or they are just jumping around and are not located to the origin of the part they are assigned to.

    Before it was mentioned that my "top level is referring to a version of them". How do I make my top level NOT referring to a version of them.

    A bit off topic: Why does it take six hours for a comment (my last one) to show up here, but then I get answers just minutes later?
    A bit off topic as well: Is there any company that offers telephone support or something similar for Onshape? I can't solve how to mate an imported assembly to the origin in 3 days, so I can't imagine how we as a company should productively switch to that software? 
    Hi Roy, new user comments are moderated. If you are considering switching to Onshape, you can engage your Account Manager who will happily set up a tech meeting to resolve your issues. I will ask him to call you.
    Senior Director, Technical Services, EMEAI
  • eric_pestyeric_pesty Member Posts: 1,951 PRO
    @roy_roffler
    The only way you can have a sub-assembly not be a "version" is to have the assemblies in the same document. Anything inserted from a different document has to be a version by definition.
    Otherwise any changes you make in one document will not be available in another document until you create a version in the history tree. Move the sub-assembly to the same document and you will be able to use the subassembly's workspace.

    If this isn't clear I would suggest going through some of the training on Onshape version management, maybe staring here: https://learn.onshape.com/courses/fundamentals-document-history-and-versions.
  • nick_papageorge_dayjobnick_papageorge_dayjob Member, csevp Posts: 844 PRO
    Answer ✓
    I read half the replies and skimmed the rest, sorry for the short attn span!:)

    1) make an explicit MC on the origin of sub1. I like to name it "sub1 mc"
    2) inside the part studio, make an explicit MC at the origin. Then use the FS multimateconnector to quickly give each part in that studio the same MC. This FS is a huge timesaver.
    3) Go to sub1, and insert all the parts. Drag them each around so they are NOT on the origin in their ideal position. One at at a time, mate each part's MC to the sub1mc. By dragging the parts around, it's easier to pick each one's MC. This is the equivalent of ProE's defult constraint in asm mode. (but takes a few more steps). I personally like doing it this way rather than "group" and "fix", but we each have our own preference. Also, often times it's easier picking the MC from the tree, rather than the graphics, especially if there are a lot of them.
    4) repeat steps 1-3 for each other sub.
    5) make a top level asm. Put an explicit MC as its first feature. Name it "top-sub mc".
    6) insert all the other subs inside. Mate sub1 mc to top-sub mc, then sub2 mc to top-sub mc. etc.

    Of note, it makes a difference what order you pick MC's when you end up offsetting the parts. I make it a habit to always pick the MC of the part to be placed first, then pick the MC of the asm (or already mated part within the asm) second. The direction of the offsets follows the coordinate system of the first MC.
  • S1monS1mon Member Posts: 3,044 PRO
    @nick_papageorge073

    I largely agree, but you don't really need to drag the parts around. You can select the MCs in the instance list and be more sure you have the right ones.

    I usually select the origin MC first and then the part MC. This may be unnecessary/wrong. I would like to understand the offset value signs better so I don't have to guess.

    I also try to name all the mates so that it's easier to debug later.
  • roy_rofflerroy_roffler Member Posts: 15
    Hi everyone

    I think I figured it out!
    I guess my main problem was the understanduing of the versions in Onshpe.
    I assumed any changes in a part/model are automaticely reflected everywhere, where this part is used. Becaue everything is version 1 as long as I haven't made any other revisions/new versions.To my understanding now, any changes are only visible in other models, when a new version, including all the new changes have been made.
  • eric_pestyeric_pesty Member Posts: 1,951 PRO
    S1mon said:
    @nick_papageorge073

    I largely agree, but you don't really need to drag the parts around. You can select the MCs in the instance list and be more sure you have the right ones.

    I usually select the origin MC first and then the part MC. This may be unnecessary/wrong. I would like to understand the offset value signs better so I don't have to guess.

    I also try to name all the mates so that it's easier to debug later.

    For a fasten the order doesn't matter but offsets make a lot mor sense when you pick your "movable" part first and "fixed" reference second:
    See for a discussion of how offsets work (which isn't explained properly anywhere in the Onshape docs as far as I can tell...):
    https://www.youtube.com/watch?v=8Pe-W-PV-zE

    Pin slot mates will also give you different results based on the selection order: https://www.youtube.com/watch?v=9dAkfGNdgGU
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