Designing parts using the Top-Down assembly modeling technique can be
extremely useful. If a component is designed with the “top-down”
technique, this means it is born in the assembly environment and it is
designed using references to other parts within that assembly. Parts
that are designed “top-down” have the advantage of being able to update
when related geometry in the assembly updates, much like features update
in the part environment when other related features are changed.
This can save a lot of time and hassle when it is a desired result, but it can also cost a lot of time and hassle when it is not.
What happens when the User A wants to take a component that is designed
“top-down” and use it in an assembly other than the one it was
originally designed in? User B may decide to adjust the original
assembly and before you know it, User A has a part that has mysteriously
changed shape so that it no longer meets their design intent. The key
in preventing these undesired updates in “top-down” designed parts is
properly removing the external references that relate one part to
another (or many others, for that matter).
Step 1: Open the Part
When
you open a part that has been designed using the “top-down” technique,
you may notice that certain features and sketches in the design tree are
appended by the notation “->?” This means that those specific
features and sketches contain external references to a document that is
not currently open. A feature that does not have external references may
also display this notation if the sketch that is a parent to the
feature does have external references. You can right click on any
externally referencing feature and chose “Edit In Context” to open the
assembly that this component references. You will notice once this
assembly is opened, the notation next to these features and sketches
change from “->?” to “->”.

Step 2: Save the Part
If
you are now planning on removing the external references to a part that
was not originally your design, you should consider that the person who
designed this component originally may still want the part to update in
the context of their original assembly. It is best practice to use
“Save As…” to save your version of the part. When you chose to “Save
As…” you will get a message saying you are about to replace the original
document with the new one in the assembly unless you check “Save as
copy” in the “Save As…” dialogue. Please be sure to choose to “Save as copy”.
Step 3: View the External References
You
may wish to see a list of every external reference in the component.
This can give you a good idea of what you need to adjust in order for
your part to be “free” to stand on its own. Simply right click on the
part name in the feature tree and chose “List External References” in
the drop down menu. A window similar to the one below will appear:

This
window can provide you with detailed information on every external
reference in the model. It also provides you with the options to “Break
All”, “Lock All” and “Unlock All”. These options can be used as an
alternative to removing the references manually. “Lock All” locks or
freezes the references until they are unlocked at a later date. This
means that changes to the original assembly will not affect this new
component. It is fully reversible by choosing to “Unlock All”. However,
it does not make adjusting geometry an easy task because much of the
geometry may still be tied into the original assembly. “Break All” will blindly break these references, and it is NOT recommended in any circumstance.
Step 4: Removing the External References
It
is finally time to actually purge the model of all these external
references. This can be a tedious process, depending on how much of the
model is dependent on its parent assembly. The key is to start with the
latest change and work your way up the feature tree to the oldest
changes. Working from the bottom up in the Feature Manager helps prevent
rebuild errors.
Most of the external references are likely to
reside in the sketch environment. These references will be in the form
of relations and dimensions created to the geometry of other parts in
the original assembly. These relations and dimensions must be deleted so
that the sketch geometry can be redefined internally. Below is an
example of a sketch that was created using “Convert Edges”. These edges
no longer exist, so the “On Edge” relation must be replaced.
Any
easy way to do this is to use the “Display/Delete Relations” dialogue.
Through this dialogue, it is easy to delete all relations, leaving the
sketch completely under undefined:
A
simple sketch like this one can be fully defined with only a few
relations and dimensions, however it may be more difficult to constrain a
sketch with more complicated geometry. The following sketch shows how
this can be easily accomplished: 
This
sketch has “On Edge” and co-linear relations to another part. You may
also notice that there are some dimensions that don’t seem to point to
any edges. This is because these edges exist in another model. These are
all references that need to be removed and replaced. You can easily get
rid of these relations by choosing to delete all relations in the
“Display/Delete Relations” dialogue, however, that would also result in
the deletion of a number of internal relations in this sketch. If you
don’t wish to take a chain saw to the entire sketch, but want a fast and
easy way of deleting the unwanted relationships, there is a filter in
the “Display/Delete Relations” tool to only view external references.
From here you can easily delete ONLY the external references and
maintain the rest: 
You
can see that all of the symmetry relations are maintained as well as
the dimensions that do not reference another components geometry.
This
sketch is still very much under defined, so another tool that can be
used is “Fully Define Sketch”. This tool allows you to select relations
you’d like SolidWorks to look for in the sketch. It also allows you to
define a base point or base line for SolidWorks to dimension the sketch
to. Once these selections are made, you may get the following message:

This
means the geometry itself is fully defined, but the location is not.
The easiest way to get a fully defined sketch at this point is to
dimension your geometry to the origin of the part.


In
the end, you want your feature manager tree to look something like
this. You’ll notice, all of those pesky notations from before (“->?”
and “->”) are gone, showing that you part is all grown up – it can
now survive on its own, independent of the assembly it was born in!
There
are many other techniques that may be used for freeing a part from its
external references. Apart from the sketch environment, sketch planes
can be edited so that only internal planes are referenced and extruded
features can be edited so that geometry from other parts isn’t used for
“offset” or “up to” start and end conditions. All of these techniques
(and more) are taught in our Advanced Assembly class. For more
information on classes, click here.
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