This chapter introduces component information system as a part management system that is available as an option for use with OrCAD Capture. It helps manage part properties, including part properties required at each step in the printed circuit board design process, from implementation through manufacturing, and to integrate into a flow for schematic design, simulation tests, and printed circuit board layout.
Component information system; printed circuit board; OrCAD; PSpice; Capture; bill of materials; Capture CIS
This chapter introduces component information system (CIS) as a part management system that is available as an option for use with OrCAD® Capture. It helps manage part properties, including part properties required at each step in the printed circuit board (PCB) design process, from implementation through manufacturing, and to integrate into a flow for schematic design, simulation tests, and PCB layout.
CIS provides access to local and remote part databases that contain all relevant property information for the parts used in your designs. This information may include company part numbers, part descriptions, PCB layout footprints, technical parameters, such as speed, tolerance, and ratings, PSpice simulation parameters, and purchasing information. The examples of simulation with PSpice were given in Chapter 9, Printed circuit board design examples, but here we will clarify some database and part property settings that will help us to use the simulation more efficiently.
You can configure CIS so that it will transfer any, or all, of the properties associated with the part to the schematic when you place the part. Typically, only the part number, value, and PCB footprint properties are transferred to the schematic. CIS maintains a link to the engineering database part, so that you can retrieve other part properties at any time. By linking placed parts to your preferred parts, database gives you access to complete part information during the schematic design process. In case you need a part for your design that is not yet in the parts database, you can create that in the design and add the same to your part database immediately or at a later time. You can also link a nondatabase part you have created before to a database at any time.
A simplified overview about the data structure of CIS is shown in Fig. 11.1. It shows how all the different data sources, files, and tools work together. There are two different main flows, one for the properties and the other for the symbols. All properties (metadata) are stored in a data source (database). In this structure, the open database connectivity (ODBC) driver and the database configuration (DBC) file format the data and forward it to the CIS user interfaces. The capture.ini file creates the connection between symbols and footprint values and the binary data, as it will be shown in the following sections.
CIS may use a local or shared standalone database. This may be based upon an original extract of data from enterprise resource planning (ERP)/product lifecycle management (PLM) system; may have some periodic, typically overnight, update mechanism; or may be based upon database views created within the ERP/PLM database specifically for use by CIS to provide access to “live” data. The exact implementation details of the database will be determined by what data the company has and what use they wish to make of it (see Fig. 11.2 for example).
The previous section discussed about metadata, sources, properties, etc. Before starting to give information about how to do the different connections, and generate the ODBC driver and the DBC file, it is necessary to know the properties that must be included in a database. As mentioned earlier, it is company dependent, which properties are necessary to add to a database depending on the bill of materials (BOM), documentation, etc. However, in terms of CIS there are five mandatory properties that all part tables in your database must include (even when they are empty fields). These properties are as follows:
If you want to use your schematic part for PSpice simulations, there are three other mandatory properties:
Note: The recommendation is to define these three properties in the schematic part, because with the procedure that we will see for the association of PSpice models in the section CIS and PSpice, such properties will be added automatically. It means that these properties shouldn’t be added into the database.
In addition to these properties, there are other optional properties depending in a part on the needs of your flow. The first step in creating a part database is to determine the properties to be included for each part. Typical properties in a part database are part description, tolerance, rating, speed, timing parameters, manufacturer, and cost. CIS supports an unlimited number of properties, so you can include as much information in your part database as you need. Define as much as you need but keep it simple as possible.
The names you use in the database can be different to the property names you assign to the placed parts. For example, you can name the Part Number property “My Company Part Number.” Also, you may call a property Tolerance in the database and Tol on the placed part. Database property types and placed-part property names are defined by separate DBC file that maps the fields in the database to the properties in the schematic.
Note: Do not use the same property name more than once. For example, if you have two manufacturer columns in your database, call them Manufacturer1 and Manufacturer2.
When you transfer a property, this property is included in the schematic as an attribute of the placed part. Normally, you transfer properties that are required by CIS (such as Part Number and Schematic Part), used in the design process (such as Value, Tolerance, and Rating), or needed for use by other software products (such as PCB Footprint). Properties that aren’t transferred can still be included in a BOM report.
There are many property names that are reserved and cannot be used, such as
It is not the main focus of this chapter; however, it is necessary to explain how to transfer the schematic part properties to PCB Editor in order to understand, why the properties issue is so important not only for PCB Editor. but also for bill of materials, documentation, etc.
To generate the netlist for PCB Editor in OrCAD Capture CIS, select the design icon in the project manager window and click on Tools → Create Netlist. A window will pop up. Then click on the setup button like in Fig. 11.3.
Use the Browse button (…) to choose the correct allegro.cfg. The standard file is stored in your OrCAD install directory oolscapture folder. Select Edit to open the file (Fig. 11.4). Add the missing properties you want to transfer to allegro in appropriate sections. The syntax is “Property Name=Yes”.
We recommend to store the changed allegro.cfg not in the install directory. Move it to a user-defined folder outside installation.
All properties in Capture can be transferred to PCB Editor. The allegro.cfg has five sections for the different types of properties as you can see in Fig. 11.5.
This section corresponds to an administrative task, which should be done just once in a company. It explains how to configure the ODBC driver with the database and how to generate the DBC file that is responsible for the management of the parts’ properties. It is also explained what the capture.ini is and what is its role in the CIS option.
OrCAD allows us to use different kinds of databases. In the default installation, there is a configured SQLite database, which is free database software and easy to manage. However, it is possible to use text files (ASCII), Excel spreadsheets, Microsoft Access, and SQL database such as Microsoft SQL Server and Oracle. The first two ones may be used for testing or individuals. Access may be suitable for small workgroups, but database applications offer many advantages: comprehensive data management features, better performance for part searching, form-based entry for entering part information, safeguard against duplicate part numbers, and so on.
Before you create your database, you need to choose which database format you want to use. Then, when you create your database, you need to carefully set up its structure and organization including:
On the other side, CIS can work with database field formats for text and numbers. CIS converts different database field formats to text field format when properties are transferred to placed parts. From that perspective a good strategy is to use database views to change field format for the fields passed from existing data sources. This view can also be used to change Property Names to make them conform to CIS requirements. For example, in PLM or ERP systems the price information often may be with “currency” field format and with “gl-abc” property name, where GL means general ledgers, and ABC means activity-based costing. To get the OrCAD CIS flow working and more understandable for the users, create the “database view,” and change this field format to char or varchar and name it Price.
Note for SQLite: Use only ANSI SQL-92 compliant data types for your field formats. If you use noncompliant data types, CIS may misinterpret property values.
We are right now in the point that you already have defined a database with all required fields and records. Before you can start the CIS configuration, you need to define the ODBC data source for your database. This ODBC driver needs to be defined on every client system and the used data source configured must be consistent on all of the machines.
A data source consists of a database filename and an associated ODBC driver with which the database can be accessed from CIS. Because this driver needs to be defined on every client machine, it can be very time-consuming in larger teams. It can be configured by IT to manage ODBC driver as part of the user account.
If you are setting up a client-server database, or you want to link different databases, the ODBC driver also manages the connections between server and client or linked databases.
To set the ODBC driver for OrCAD 17.2, CIS needs a 64-bit driver. For that, click on Start → Settings → Control Panel → Administrative Tools → Data Sources (ODBC).
Capture.ini is a text file that every user needs to store in their OrCAD Capture settings. Per default, it is located in $HOMEcdssetupOrCAD_Capture17.2.0, where $HOME is defined by user variable HOME.
In this file we can find the most important information for OrCAD Capture. For CIS, we have to define
In this file you can also include the global settings such as
CIS requires a database configuration (.DBC) file to make use of your part database. That is why, the first step you have to do is to create a new DBC file, which goes to administrate the transferring data from your database (Fig. 11.6) . This configuration file
Note: Keep the configuration (.DBC) file in a read-only directory that is accessible to all CIS users. You should make the directory read-only to prevent users from accidentally changing the configuration.
In OrCAD Capture CIS, you can access to this file by clicking on Options → CIS Configuration. Please consider that this option is available only when a design is opened. Immediately after clicking, a window, as shown in Fig. 11.7, pops up with many options:
After selecting Setup (it is considered that you have already defined a new dbc file) next window pops up (Fig. 11.8).
In the upper left corner, you find the name of the data source from the ODBC driver and a list of all available tables. You can choose which tables should be used by CIS by marking them.
The two grayed out columns are the data read from database. You can’t change this in DBC file setup. To change this data you should open the database.
On the right side of the picture, you can see Select Mapping Table. It can be set to add mechanical parts to your electrical parts. The mechanical parts are virtual parts (such as screws and nuts), which are only added to the BOM to create a complete export.
The configuration area defines all these properties:
This tab in the DBC file configuration allows you to customize some CIS features for your work environment (Fig. 11.9).
In the Relational Database tab (Fig. 11.10), you define the relationship between the part (primary) and relational tables in the database. In the part table the part number must be unique. In the relational table, you can have several datasheets with the same part number to collect several vendors, part documents, and so on. So you can easily see the possible replacements for your part. You can connect one part table with one relational table not with several. The “Set Relational Data” grid contains the following fields:
Once the database structure is defined, the ODBC driver is created, the DBC file is generated, and the capture.ini contains the proper directories, and it is possible to use CIS to design our schematics. To place the part from CIS database, run OrCAD Capture CIS, open the schematic page, and select Place → Database part from menu. The CIS Explorer window will appear, as shown in Fig. 11.11. Select the needed folder with parts in the database hierarchy, then choose the required part from the parts list in the bottom, and double click on it to place the selected component to the schematic sheet.
Simulation in PSpice is introduced in Chapter 9, Printed circuit board design examples. In order to perform the simulation, you need to assign proper PSpice models to your parts in Capture schematic design or Capture library. The OrCAD Component Information System helps to simplify this process and makes it more useful and convenient. This option is not very known by many users. It exists in addition to our database simulation properties as well. This section shows different situations that mostly cover the different scenarios connecting schematic parts and PSpice models. In this way, it is possible to keep parts not only for schematic design or PCB Editor, but for simulation as well. It makes the work much easier because everything is integrated in the same flow and the same component can be used for simulation, schematic design, and layout.
In the previous section, it was said that there are three mandatory PSpice attributes that must be considered and defined in a schematic part for simulation: Implementation, Implementation Type, and PSpiceTemplate. These attributes can be added as Properties on the schematic symbol (Fig. 11.12) or in the CIS database. If the property exists in both the symbol and the database, the database property overwrites the symbol property if placed through CIS. However, the recommendation is to define them in the schematic part, because using the option “Associate PSpice Model” such properties will be added automatically. Other properties such as Value or Tolerance should be defined in the database.
Note: Ideal resistors, capacitors, and inductors just need PSpiceTemplate, because they are not developed using model library (.lib). Real inductors and capacitors with parasitics use PSpice model (.lib), and they will have to be associated with the schematic part.
Ideal resistors, inductors, and capacitors use only PSpiceTemplate property for simulation. This property should be defined in the schematic part. The procedure for that could be as follows:
The value for such property depending on R, L, or C is the next one:
Resistor:
R^@REFDES %1 %2 ?TOLERANCE|R^@REFDES| @VALUE TC=@TC1,@TC2 ?TOLERANCE| .model R^@REFDES RES R=1 DEV=@TOLERANCE% TC1=@TC1 TC2=@TC2|
As you can see, the resistor PSpiceTemplate value is referencing to different other property values. These values could be defined in the database or in the schematic part:
Please consider that the pin names of your schematic part must be the same as the pin names in the PSpiceTemplate. In this case the pin names are 1 and 2 (as you can see in the PSpiceTemplate definition for the resistor). So if you have a schematic part with the pin names A and B, you should change the PSpiceTemplate accordingly.
Inductor:
L^@REFDES %1 %2 ?TOLERANCE|L^@REFDES| @VALUE ?IC/IC=@IC/ ?TOLERANCE| .model l^@REFDES IND L=1 DEV=@TOLERANCE% TC1=@TC1 TC2=@TC2 IL1=@IL1 IL2=@IL2|
As you can see, the inductor PSpiceTemplate value is referencing to different other property values:
Capacitor:
C^@REFDES %1 %2 ?TOLERANCE|C^@REFDES| @VALUE ?IC/IC=@IC/ TC=@TC1,@TC2 ?TOLERANCE| .model C^@REFDES CAP C=1 DEV=@TOLERANCE% TC1=@TC1 TC2=@TC2 VC1=@VC1 VC2=@VC2|
As you can see, the capacitor PSpiceTemplate value is referencing to different other property values:
The way you could define these components in the database is quite simple. One proposal is to define the PSpiceTemplate property in the schematic part and the other properties in the database.
In some precise circuits, it may be important to define the passive components with their real parasitic parameters, to make the simulation more accurate. In such case, C and L are defined using a PSpice model. It means that you could have a subcircuit as a PSpice library (name.lib) text file containing the preliminary created or downloaded PSpice model, as shown in Fig. 11.13 (where ESL, CAP, ESR, and LEAK are the parasitic parameters; C_C1 is the base capacitance; and R_R1, L_L1, and R_R2 are the parts of the subcircuit which serve in this model as the parasitic components of real capacitor). The creation of PSpice models as subcircuits directly in OrCAD Capture is described in Chapter 7, Making and editing Capture parts.
Consider that you have your schematic part for C or L without the PSpice properties defined. It means that such C and L are not yet defined for simulation. The procedure to associate a PSpice Model to such schematic part is
Now you can manually include this new schematic part into the database. In the database, you should define new columns, where the parasitics parameters ESL, ESR, CAP, and LEAK with particular values are considered. When you place such component, values of database are transferred to the design. Thus, you may have many different capacitors in the database, with different values of capacitance and parasitic parameters, but all of them can be based on the same library part (symbol), named CAP_H in this case and stored in the PASSIVE.OLB library (Fig. 11.14).
In the previous paragraph, we described the steps to associate a PSpice model to a schematic part. When you have a schematic part without a PSpice model (e.g., a transistor, an opamp, IC), all you have to do is to associate PSpice model to this part, so that the pin mapping and the PSpice properties are automatically defined.
Suppose you have an IC package with four identical opamps inside. All you have to do to use homogeneous parts with CIS and PSpice is to associate the schematic part with the PSpice model. Then each opamp of the package will be automatically assigned to the PSpice model, and it will be possible to run a simulation.
The heterogeneous parts are not supported by PSpice.
Consider you have a schematic part, which has more physical pins than needed for simulation. In order to allow simulation, you have to define such extra pins as Unmodeled.
In order to understand this better, consider the operational amplifier ua741 as an example. This package has eight pins, but for simulation just five pins are sufficient (in+, in−, V+, V−, and OUT). In the schematic part, click on each pin that is not used for simulation (Fig. 11.19).
Then click on the + to add a new Pin Property, select FLOAT from the drop-down list of properties, enter Unmodeled and left-click the “tick” to set the property (Fig. 11.20).
Doing this, it is possible to simulate schematic parts that have more pins than the pins that are used for simulation.
In this type of projects, there are some blocks of schematic that are not necessary for simulation. For example, you could have a DDR2, DDR3, FPGA, power supply, etc. but only the power supply must be simulated. The questions would be “Do I have to create a new project to simulate just the power supply?”. The answer is no. If you are using the schematic–simulation–layout flow with CIS, the components that you placed for designing the power supply block will be already suited for simulation. All you have to do is to create a Test Bench, which will contain a part of your schematic design for simulation. To create the Test Bench, run OrCAD Capture CIS, and follow the next steps:
This section explains the working of CIS for the daily work of Capture users. It is actually the common use of this option.
To find and place the CIS database part to the schematic sheet, select Place → Database Part from the Capture CIS menu while you are in the schematic page view, then the CIS Explorer window will open (Fig. 11.11). The CIS Explorer window allows you to search for and retrieve a variety of part information.
The CIS Explorer window consists of several panes:
When you select a part in the database parts window, the relational table view window (Fig. 11.30) displays all relational information that are connected to the current electrical part.
The Part Manager window summarizes the status of all the parts in your design and provides a graphical interface for creating BOM variants. You can open the Part Manager window by selecting Tools → Part Manager → Open menu while you are in the Project Manager window (Fig. 11.31).
The left side pane displays a tree view similar to Windows Explorer. The tree view is a hierarchy of groups, subgroups, and BOM variants found in a design.
The right side pane of the Part Manager displays a list view with information of each part in your design. You can configure the Part Manager window to show other part properties in addition to the standard part information.
In this sense the green color in each part means that the part matches the definition in CIS database. Yellow means that the part is defined but not checked. Finally, red means that the part has no Part Number property value, or has a Part Number property value that has not been found in the current database.
To configure the part property display, just click on View → Configure Part Property Display. After that a window pops up (Fig. 11.32). All Properties in Selected part properties column are shown in Part Manager. Use Add/Remove button or double click to move properties to the other column.
Never remove the three properties marked with an asterisk (#, Schematic Page, and Part Status).
With Part Manager opened, you have many options to do with each component. By right clicking on a single part or group of similar parts you can start these actions:
Note: Under Options → Update Part status, you have the option to enable or disable Verify Parts against .OLB libraries. If it is enabled, the command Update Part Status also checks the cache against central library part.
In Capture, it is possible to generate a BOM using the capture BOM command (Tools → Bill of Materials). CIS provides its own BOM command that lets you generate BOM reports based on the data in the parts database, as well as properties added to part instances after they have been placed in schematics. CIS Bill of Materials offers additional options for generating part reports.
You can generate a CIS Bill of Materials in two formats:
When generating a standard CIS BOM (Reports → CIS Bill of Materials → Standard), you use the standard Bill of Materials dialog shown in Fig. 11.33 to create a BOM template specifying which properties from the parts database to include in the BOM and how to sequence them. You can create multiple BOM templates specifying different combinations or arrangements of part data to report. When you need to generate a BOM, you choose the appropriate template for your purpose.
The Select Properties box lists all available properties you can include in the BOM report. The Output Format box lists the properties you want to include and the sequence in which their columns will appear in the BOM.
If you select a property in the Output Format list and check the Keyed check box under the list, parts having that property are grouped together on the BOM.
You can choose the list separator you need.
The Exclude Prefixes box provides a way to filter out data for certain types of parts from the BOM. For example, suppose you use the prefix “TP” in part references for all test points. To exclude those parts from the BOM, you would enter TP in the Exclude Prefixes box.
You can enable Relational Data Displayed and define the format to include them to BOM.
You can define the Scope. In hierarchical designs, you can define BOM on entire design or hierarchical block level.
When you have the variant description with “not assembled” component you can choose the BOM format for these parts. Enable Variant “Not Stuffed” Qty 0 Displayed to get all not assembled parts with the quantity 0 in the BOM. Without this option, all not assembled parts are ignored.
With CIS option you get the powerful possibility of creating the variants of your schematics, for example, with different part values or “not assembled” parts depending on application. The terminology of the variants is the next one:
For example, in the PCB project shown in Fig. 11.34, the hatched areas are functions with different variant information:
All components in nonmarked areas have no variant and stay in common group.
The steps to create the variants are as follows:
To see the variants in the schematic, click on View → Variant View Mode and select the desired variant. In default color settings, all alternate values are shown in green and all not present parts are shown in gray. You can change these colors in Options → Preferences.
Note: You can also generate variant BOM reports under Reports → Variant Report.
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