john watson cid senior pcb engineer legrand north welcome...schematic, pcb and project templates....

InstructorJohn Watson CIDSenior PCB Engineer Legrand North

America

AltiumLive 2018University Day

Welcome

Configuration and Use of Project and Output Template


Walks through the setup and use of templates for projects, including schematic, PCB and Project templates.

Agenda• Introduction• Why use Templates/Parameters• PCB Project Walk through• Project Parameters• Creating PCBA Variants• Design Templates• Putting it all together• Conclusion


Why use Templates and Parameters?

• Standardizes the design process & Document• Not having to enter the same information in multiple docs• Reduces mistakes & errors• Live update of some information


PCB Project Walk through- EXAMPLE


PCB (Bare Board) SINGLE DESIGN




PARAMETERSPCB NamePCB Part NumberPCB Revision



FabricationData





FabricationData



INFO- Bare PCB- 12345- 1.A.



PCBA (Assembly) MULTI-DESIGNVariant #1

FabricationData







Variant #1Data

FabricationData


PARAMETERSVariant NameVariant Part NumberVariant Revision






Variant #2

Variant #1Data

Variant #2Data

FabricationData



PARAMETERSVariant NameVariant Part NumberVariant RevisionPARAMETERS

PCB NamePCB Part NumberPCB Revision





Variant #2

Variant #3

Variant #1Data

Variant #3 Data

Variant #2Data

FabricationData










Variant #2

Variant #3

Variant #1Data

Variant #3 Data

Variant #2Data

FabricationData







INFO- Variant #1- 54321-01- 1.A.

Info- Variant #2- 54321-02- 1.A.

Info- Variant #3- 54321-03- 1.A.

PCB Project Walk through Deliverables


Fabrication Data (BARE PCB)- PCB- Fabrication Drawing - Output Job File (Fabrication Data)

- Gerbers - IPC-2581- ODB++ File- PCB Prints- NC Drill File





PCBA Data (ASSEMBLY)- Assembly Drawing- Bill of Material (BOM)- ActiveBOM- Output Job File (Assembly Data)

- Solder Paste Mask - Pick and Place Report- Test Point Report

- Schematic


One Document left out:Schematic

PCB or PCBA Document?




PCBA Data (ASSEMBLY)- Assembly Drawing- Bill of Material (BOM)- ActiveBOM- Output Job File (Assembly Data)


- Schematic

Design Templates/Parameter OverviewTemplates

• Document Templates:- Schematic- Draftsman Templates

(Fab & Assy)- Bill of Material- Output Job Files

Design Development ResourcesItems that can be used in templates - Layer Stackup- Component Templates- Project Templates.


Fabrication Data (BARE PCB)- PCB- Fabrication Drawing- Output Job File (Fabrication Data)


PCBA Data (ASSEMBLY)- Schematic- Assembly Drawing- Bill of Material (BOM)- ActiveBOM- Output Job File (Assembly Data)


- Schematic

ParametersInstead of specific InformationData Pointers are placed in.

• Types of Parameters-System-Project-PCB-Component Parameters-User Defined

Creating and setting up- Schematic Template


Schematic Blank Template1. Start with a blank sheet

or a previous Template.2. Can be selected under

page options-Template, Standard or Custom Sheet.

3. Can either show or not the Margins and Zones.

1st Option Manually DrawingUsing the Graphic Tools

2nd Option Automatic Title Block Standard

ANSI

Creating and setting up- Schematic Template


Placing the title Block3rd Option- Use the Schematic Title Block Library

C:\Users\Public\Documents\Altium\AD18\TemplatesFile: Schematic Title BlocksList of many Title blocks:

Walk through Example

Creating and setting up- Schematic TemplateCommand: Project>Project Options>Parameters


Setting up our first USER PARAMETERS

Value is left blank will be filled in when the project

is created


1. Variants are created from the Schematic2. To create the Variants must have at least

a single component on the Template.3. Add Variant

Creating and setting up- Schematic TemplateCommand: Project>Variants>Add Variant

Setting up Variant Parameters


1. A detailed description of Variant is highly recommended

2. <Add> Adds a Parameter Property to that variant

3. Remembering our PCB Walk through Needed the following information:

Creating and setting up- Schematic TemplateCommand: Project>Variants>Add Variant>Add

Setting up Variant Parameters

Value is left blank will be filled in when the project is created


1. With a completed Variant it is easy to add additional ones.

2. Select the completed Variant and Select Clone Selected Variant.

3. Required to place a new Description for each one.

Creating and setting up- Schematic TemplateCommand: Project>Variants>Add Variant>Clone Selected Variant

Cloning Variants

Parameter Names should remain the same


Good practice to place several Variants in the template.

Creating and setting up- Schematic TemplateCommand: Project>Project Options>Parameters

Completed setup of 3-Variants


Blank Sheet with ANSI Title Block

Creating and setting up- Schematic TemplateFinishing the Schematic Template:


Creating and setting up- Schematic TemplateFinishing the Schematic Template: Available Parameters


Blank Sheet with ANSI Title BlockEnter Data: Place>Text StringSelect the desired Parameter.

Creating and setting up- Schematic TemplateFinishing the Schematic Template entering Parameters:

Place>Drawing Tools>Graphic



Each Schematic Will be unique based on the Variant used

So Variant Parameters are usedVariantName

VariantNumberVariantRev



Multiple Parameters can be placed into a single text field

Syntax:

‘ of ‘ = Text SheetNumber & SheetTotal

ParametersAll joined to together by +

(Plus sign)


Creating and setting up- Schematic TemplateFinishing the Schematic Template entering Parameters: Multiple Parameters can be placed

into a single text fieldSyntax:

‘ of ‘ = Text SheetNumber & SheetTotal

ParametersAll joined to together by +

(Plus sign)

When done File> Save As>Advance Schematic Template (*.schdot)Revision Control Parameters

For an SVN Design RepositoryVersionControl_PrjFolderRevNumber

VersionControl_RevNumberProject @5487Document @5489

The PCB and Parameters


Many very good parameters availableBenefit many of these are updated automatically

Since the PCB design will be a single Output.Will not have any Variant Parameters.

With the adding of the Draftsman feature, it is no longer needed to have so much information on the PCB layout.

Creating Draftsman SHEET Template


Same rules and methods as in the Schematic

Creating Draftsman Sheet Template


The Sheet template created in the first part is used.

Sheet Template

Fabrication Template Assembly Template

Creating Draftsman Fabrication Template



Creating Draftsman Fabrication Template- Fabrication Notes


Creating Draftsman Assembly Template



Assembly Template

For Reference Files see:a. Printed Circuit Board =VariantName =PCBNumber r=PCBRevb. Schematic =VariantName =PCBANumber=VariantNumber r=VariantRev .SCHDOCc. Part List: =VariantName =PCBANumber=VariantNumber r=VariantRev _BOM.XLS

Bill of Material Templates


In Excel-• Must match the Parameter. Any Parameter information can be used in the BOM Template.• Very common to have a library of BOM templates for various types of Output.• Syntax- Column= <Fills in parameter information for each component• For Example:

Column=Designator Will be filled with Designator information

Output Job Template


1. Common Release Directories2. Data Organized into Container

Type3. The use of Parameters to

name the specific Output Files

How to use Parameters in Output FilesInstead of specific information, use information parameters:Parameters are setup throughout our design and Variants.

Syntax:=VariantName+'-'+PCBANumber+''+VariantNumber+'-r'+VariantRev+'_'+OutputNameExample:

ParameterInformation JoinerText information

Creating a Project Template


Layer Stackup

Fabrication Output Job File

Assembly Output Job File

BOM Template

Printed Circuit Board

Schematic Sheets

Designer Preferences

Fabrication Template

Assembly Template

ActiveBOM


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