THE COMPLETE A–Z GUIDE TO ONSHAPE FOR ROBOTICS

INTRODUCTION TO ONSHAPE

There are many computer-aided design (CAD) software platforms available today, such as SolidWorks, Fusion 360, and Onshape. However, in this tutorial, we will focus on one of the most accessible and user-friendly CAD platforms for students: Onshape.

CAD and 3D Design Interface

WHY CHOOSE ONSHAPE FOR ROBOTICS?

Cloud-Based: No installation required. All you need is a web browser and an Internet connection.

Free for Education: Eligible students can access a free Education plan with professional CAD features.

Collaboration: Multiple users can work on the same design simultaneously.

Version Control: Track changes and restore previous versions of your designs.

Ideal for FTC: Suitable for robot design, mechanical assemblies, and motion simulation.

8 STEPS TO MASTER ONSHAPE

1. CREATE AN ACCOUNT

Step-by-Step Instructions:

• Visit the Onshape Plans and Pricing page.
• Select Onshape Education, which is free for eligible students.
• Register using your school email address, if available.
• Complete the student verification process if required.

Creating and Registering an Account

Learning Goals:

• Successfully create an Onshape Education account.
• Understand the limitations of the free versions.

Estimated Time: 10–15 minutes.

2. CREATE A DOCUMENT

Step-by-Step Instructions:

• Click "Create" → "Document".
• Give your design a meaningful and descriptive name.
• Add labels to organize and categorize your projects.
• Understand the document structure, including Part Studios and Assemblies.

Creating a New Document

Learning Goals:

• Create your first Onshape document.
• Learn how to name and organize documents effectively.
• Understand the different types of design studios.

Estimated Time: 5–10 minutes.

3. SET UP VARIABLES

Step-by-Step Instructions:

• Use the Variable Table to manage design parameters.
• Create variables such as Hole_Spacing and Handle_Diameter.
• Understand how Variable Studios allow variables to be shared across multiple Part Studios.
• Follow proper variable naming conventions, such as avoiding spaces in variable names.

Setting Up Variables and Parameters

Learning Goals:

• Create at least three variables.
• Understand the benefits of parametric modeling.
• Learn how to use variables in sketches.

Estimated Time: 15–20 minutes.

4. BASIC SKETCHING

Step-by-Step Instructions:

• Select a sketch plane (Front, Top, or Right).
• Draw lines and convert them into Construction Lines.
• Use the Offset tool to create parallel geometry.
• Draw circles using their center points.
• Apply dimensions using previously defined variables.

Sketching Tools in CAD

Learning Goals:

• Create your first sketch.
• Understand the difference between Construction Geometry and Normal Geometry.
• Apply dimensions using variables.

Estimated Time: 20–30 minutes.

5. CREATE 3D MODELS

Step-by-Step Instructions:

• Use the Extrude tool to create 3D geometry from a sketch.
• Add draft angles to create tapered surfaces.
• Create holes with dimensions controlled by variables.
• Use the Revolve tool to create rotationally symmetrical shapes.
• Merge multiple parts or features into a single solid body.

Extrude and 3D Modeling

Learning Goals:

• Create your first 3D part.
• Become familiar with the Extrude and Revolve tools.
• Learn how to create holes and apply draft angles.

Estimated Time: 25–35 minutes.

6. LOFTING

Step-by-Step Instructions:

• Use the Loft tool to create smooth transitions between different profiles.
• Adjust the Start and End Profile Conditions.
• Fine-tune the Start and End Magnitudes.
• Use the Mirror tool to create symmetrical geometry.
• Use the Merge with All option to combine geometry when appropriate.

Loft and Surface Transitions

Learning Goals:

• Create smooth transitions between different shapes.
• Understand the difference between Normal to Profile and Tangent conditions.
• Learn how to use the Mirror tool to create symmetrical designs.

Estimated Time: 15–25 minutes.

7. CREATE AN ASSEMBLY

Step-by-Step Instructions:

• Create Mate Connectors to define connection points between components.
• Switch to the Assembly tab.
• Insert multiple parts into the assembly.
• Apply Revolute Mates to allow rotational movement between components.
• Check the Degrees of Freedom (DOF) to ensure the assembly behaves as intended.

Creating Assemblies in CAD

Learning Goals:

• Assemble multiple parts into a complete mechanical system.
• Create and control mechanical movement within assemblies.
• Understand Degrees of Freedom and verify assembly constraints.

Estimated Time: 20–30 minutes.

8. EXPORT FILES & PRACTICAL APPLICATIONS

Step-by-Step Instructions:

• Export 3D parts into suitable formats such as STL, OBJ, or 3MF, depending on available export options.
• Create technical drawings for manufacturing.
• Select appropriate engineering drawing templates.
• Export drawings or sketches into formats such as DXF, PDF, or SVG when supported for laser cutting and other manufacturing processes.
• Prepare files for 3D printing or CNC machining.

Exporting Files and 3D Formats

Learning Goals:

• Export 3D models for 3D printing.
• Create technical drawings for manufacturing.
• Prepare design files for real-world production.

Estimated Time: 10–20 minutes.