This chapter explains what you did when making the simple design in Chapter 2, Introduction to the printed circuit board design flow by example, and why. It also introduces and describes the PCB Editor tool set in greater detail, so that you will be well equipped to lay out more complicated boards in the PCB design examples in Chapter 9, Printed circuit board design examples.
PCB; DRC; PSpice; netlist; design examples; OrCAD
This chapter explains what you did when making the simple design in Chapter 2, Introduction to the printed circuit board design flow by example, and why. It also introduces and describes the PCB Editor tool set in greater detail, so that you will be well equipped to lay out more complicated boards in the printed circuit board design examples in Chapter 9, Printed circuit board design examples.
When you set up your project by following the File → New → Project menu path, you had several options from which to choose: a project, a design, a library, a VHDL file, a Verilog file, or a Text file. The options we are most interested in are projects and libraries, and we look at those in great detail throughout the book. VHDL and Verilog files are used in field programmable gate array projects and are not discussed here. A Text file is simply a text file (for making project notes, for example).
After you selected the New Project option to begin setting up your project, four more options were available to you in the New Project dialog box: PSpice Analog or Mixed-Signal A/D, PC Board Wizard, Programmable Logic Wizard, or Schematic. A flow diagram of these options and suboptions is shown in Fig. 3.1 (see also Fig. 2.2). PSpice Analog or Mixed-Signal A/D is used to simulate analog and/or digital circuits using PSpice. PSpice is used to develop and test models (Chapter 7: Making and editing Capture parts), perform circuit simulations [Chapter 7: Making and editing Capture parts, and Chapter 9, PCB design examples], and simulate transmission lines (PCB design examples). For now, we work mostly with the second option, the PC Board Wizard, while we focus on designing PCBs. The next option, Programmable Logic Wizard, is for working with programmable devices and is not discussed in this text. A Schematic is basically just a design file with only a schematic and a parts cache. The thick green line in Fig. 3.1 shows the path you followed in Chapter 2, Introduction to the printed circuit board design flow by example, that is, File → New → Project → PC Board Wizard → No Simulation.
There are four types of OrCAD® libraries. As shown in Fig. 3.2, these four libraries have three file extensions. There are two types of OLB libraries, a LIB library and a symbols library, which contains .dra files as well as some other files that are explained in detail in Chapter 8, Making and editing footprints. Inside the capture folder is a library folder, which contains one of the types of OLB files, and a folder called PSpice, which contains the other types of OLB files. The OLB files located directly in the Capture library folder contain simple schematic part symbols and are the ones we used in Chapter 2, Introduction to the printed circuit board design flow by example. The libraries located in the PSpice folder contain parts with schematic symbols, too, but the parts also contain PSpice templates, which are links to specific PSpice models. The PSpice models to which templates point are located in the main OrCAD PSpice folder (shown at the bottom of Fig. 3.2). Individual models are grouped into various PSpice library files, which contain the .LIB extension. The share folder contains the footprint models (called symbols), which are files with the .dra extension. Most parts in Capture are capable of having a PSpice template or a footprint assigned to them, but only some parts have them preassigned. It may seem backward, but only parts from the PSpice part library (located in the capture/library/PSpice folder) have preassigned templates and footprints. So, in Chapter 2, Introduction to the printed circuit board design flow by example, when you worked with the PCB project wizard, you selected libraries from the capture/library folder, which had parts with schematic symbols but had no PSpice simulation capabilities or footprints assigned to them.
Once you clicked Finish in the PCB Project Wizard box, Capture opened up the Project Manager window shown in Fig. 3.3. Behind the scenes, Capture generated two files: an OrCAD project file (name.OPJ) and a design file (name.DSN). These files will be in the directory you chose when you set up the project.
As you look at the Project Manager window, you can see that a project contains three folders labeled Design Resources, Outputs, and Referenced Projects. Initially, the Outputs and Referenced Projects folders are empty. When a netlist is created, netlist files are placed in the Outputs folder. The Design Resources folder contains one design (represented by the icon) and a Library folder. A project can have only one design, but a design can have several subfolders, which in turn may contain several different items. The Library folder contains links to the libraries used by your design. We discuss library management in Chapter 7, Making and editing Capture parts. The design contains at least one schematic folder (the root folder) and a Design Cache folder. A design can contain multiple schematic folders, and each schematic folder can contain multiple schematic pages. The Design Cache folder contains a record of each part you used in your design. If you modify one of the parts on a schematic page, Capture makes a copy of it (leaving the original part in the library unchanged) and adds a record of the modified part to the design cache. A design with one schematic folder and one or more schematic pages connected together by off page connectors is called a flat design. A design with more than one schematic folder and one or more schematic pages per folder or that containing hierarchical blocks is called a hierarchical design. Hierarchical designs are not discussed here. For more information on project details, see Chapter 2, Introduction to the printed circuit board design flow by example, or see the Capture User’s Guide, under “Starting a New Project.”
Once the project is set up, the next step is to open the schematic page (if it is not already open) and begin placing parts from the Place dropdown menu. When the Place Part dialog box opens (see Fig. 3.4), it shows a list of libraries (in the Libraries window) and a list of the parts (in the Part List window) within a library. If you select a part within one of the libraries, you can see what the part looks like in the preview window, as pointed out in Fig. 3.4A. The libraries listed in the Libraries window are ones that were added by the PC Board Wizard when you set up the current project and libraries that were added to the list during previous projects. You can add other libraries to the list by clicking the Add Library… button. Likewise, you can remove a library from the list by selecting it and clicking on the Remove Library button. The libraries that are listed may be from the Capture or the PSpice library. It is not obvious which library it is from just by looking at the name (compare Fig. 3.4A and B). However, if you have Windows ToolTips turned on and hold your mouse over the library name or the part name, the ToolTips text box will show the path of the library. From the path, you can tell which type of library it is. Another important note is that, if a PSpice library (not a PCB Editor library) is associated with the Capture part, you will see one or both of the icons near the part preview window, as shown in Fig. 3.4B. If no icons are present, it means that it is just a Capture schematic part that has no footprint or PSpice template (models) assigned to it.
As you place parts in your design, Capture keeps track of the parts and stores the information in a database file generated the moment you place your first part. This file has .DSN extension, and it is written to a hard drive every time you press the Save icon. It is recommended to set the Autobackup interval and path in the Options menu, which will store the additional copy of your job, to allow the easy recovery. After you finish your design and tell Capture to make the PCB Editor netlist, Capture generates three more files that describe which parts were used and how they were connected. The files are pstxnet.dat (the netlist file), pstxprt.dat (the reference designator and device type file), and pstchip.dat (a device definition file also used for pin swapping, etc.); and they are located in the Outputs folder. These files are also used when back-annotating information from PCB Editor to Capture. More on back-annotation is discussed in the PCB design examples in Chapter 9. For the most part, these files are used behind the scenes, and you need not know much about them for what we cover in this text. If you want to know more about them, please see Allegro® User Guide: Transferring Logic Design Data.
Another file that gets created is the netrev.lst file, which is a netlisting report generated when the PCB Editor netlist files are created. If there is a problem during the netlisting process, this is where the errors and warnings are documented. If you have trouble trying to create a netlist, open this file with Microsoft Word or another text application and search for the word error or warning. An example of a netlist error is given in the PCB design examples in Chapter 9.
Before we start talking about the tool set, we examine a couple of terms that should be defined up front, so the descriptions of the tools make more sense. These important terms are as follows:
At this point in Chapter 2, Introduction to the printed circuit board design flow by example, PCB Editor was launched, the board design (name.brd) was opened with all default settings, and a blank work area was presented to you. From this point you made a board outline, placed the parts on your board, autorouted the board, and produced the artwork for it. To be fluent at these tasks, you need to know how to use the PCB Editor tools. We now take a tour of the PCB Editor environment and tool set.
Note: From the time you start your design in Capture to the time the artwork is produced in PCB Editor, nearly 30 files can be generated, which together fully describe your design. If you save more than one project in the same folder, it can become very cluttered. It is a good idea to set up a “MyProjects” folder that contains subfolders for each project.
The Design window is the working environment for a board design (see Fig. 2.12). From the Design window, you have access to the tools you need to handle parts, route traces, and perform back annotations (design updates from PCB Editor to Capture). Hundreds of tasks can be executed from the Design window menus. Since they are covered in detail in the Allegro® User’s Guide, a detailed discussion of the menus is not given here, but the key menu options are discussed in the examples as the need arises. The toolbar is discussed next.
By default, several most important toolbar groups are displayed. You can move them wherever you want or turn them off. To add or change toolbar groups, select Setup → More → Customize Toolbar… from the menu. This section does not describe the tools in great detail but serves as an introduction only. The use of the tools are demonstrated in the design examples and described further in Allegro® PCB Editor User Guide: Getting Started with Physical Design.
PCB Editor works in several application modes: (a) General edit, (b) Placement edit, (c) Etch Edit, (d) Signal Integrity, (e) Shape edit. The differences between modes are subtle, and most of the time you need not consciously choose between one or the other. You can execute most commands in either mode, but you will find that some commands are easier to perform in one mode than the other and you may have to wrestle with the Find and Options panes settings to do so. You can determine which application mode you are in by looking at the application box in the status bar (described later). See Allegro® PCB Editor User Guide: Getting Started with Physical Design for further information. All of the documentation is available via Help menu of the tool, as well as in PDF format from the Cadence support site (a login is required to access it).
The edit group is made up of the following tools: (a) Move, (b) Copy, (c) Delete, (d) Undo/Redo, and (e) Fix/Unfix. These tools can be used on graphical objects, text, and etch. The Delete tool deletes (erases) objects, but it is used also to rip up traces (it does not delete nets) and unplace parts. The Fix/Unfix tool is used to prevent objects (e.g., shapes and text) from being moved or deleted, and it prevents routed traces (clines) from being ripped up.
The view group consists of the following tools:
The following tools constitute the setup group:
These are drawing tools and are different from the Add (line and rectangle) group objects described later. They are used to make shapes that interact with the design rule checker (DRC) tool and are used to create dynamic shapes that adjust automatically (e.g., plane layers that heal and you can plow through) when interacting with other Etch objects. You can also make static shapes with them, which are used for keep-in/-out areas and the like. Shapes can be filled or unfilled, static or dynamic. Some classes, such as the Package Keep-in class, automatically know what type of shape it needs (unfilled), so even if you unknowingly choose a static filled rectangle, it will automatically become unfilled. Many other classes do not. For example, you can place a filled rectangle on the GND plane, but it may not connect to pins properly. Copper areas on negative plane layers should be dynamic shapes. Many of the icons are hidden after the first installation and can be restored through Setup → More → Customize Toolbar.
Note: When making changes that affect dynamic shapes some changes may not take effect immediately. To rebuild the shapes, select Shape → Global dynamic parameters, choose Shape fill tab and press Update to Smooth button.
The route group after installation contains just three tools: add connect, slide, and delay tune. But there are more tools available from the Route menu, and some of them can be added to the toolbar via Setup → More → Customize toolbar, similar to shown at the above picture.
These objects are graphical in nature only. Use these tools for making graphics and text on silk-screen and assembly layers. The tools are
Note: Edit Text is used to change the text characters. If you need to change the text properties (size and spacing etc.), you need to use the Options pane and Setup → Design Parameters → Text → Setup Text Sizes.
The Control Panel is an area containing several tabs that show or hide collapsible window panes. The panes are shown in Fig. 3.5 in their default condition (no tools or commands active). The panes are dynamic, so what is displayed depends on what tool is active or what type of object you selected at that moment. From these panes, you can control visibility and selectability of objects and what particular tools can do (extent of effect, etc.) when you use them.
The Visibility pane is a shortened version of the Color dialog box (described later). It provides a handy way to turn on and off routing and plane layers (or specific elements on those layers). The colored boxes and check boxes are switches you can use to toggle on and off specific items or entire rows or columns. The colored box in the Options pane (described later) works the same way, and with it, you can control the visibility of more elements using the class and subclass lists, or predefined views. It’s possible to customize the set of subclasses available with this pane.
The Find pane acts as a selection filter for tools and commands. By selectively checking object boxes, you can restrict which objects will be selected when you perform mouse picks in your design. The order of the object types indicates a level of hierarchy, so if all objects are enabled and you attempt to perform a mouse pick in a congested area of your board, the top-down order indicates which object type will likely be picked. Unchecking an object prevents that type of object from being selected. Note: If you attempt to perform a command on an object and PCB Editor does not let you do it, check the Find pane; chances are, the box for that type of object has been unchecked. It‘s important to remember that for each command its own state of checked/unchecked boxes is stored. So when you have activated a certain PCB Editor command (while no object is selected), the state of check boxes in the Find pane is switched to another state which you have setup earlier exactly for this command. This is very useful feature though it can be a little bit confusing for beginners.
You can further narrow searches and selections by using the Find By Name area. Select the type of thing you are looking for from the dropdown list then click the More… button. A dialog box will pop up, which will allow you to pick specific objects from a list by name or property.
The Find By Query tool is another, even more powerful, function to find the needed objects.
The Options pane is very dynamic and you will use it often. Its appearance is determined by what tool you have selected or what command you are running. Fig. 3.6 gives an example, where the left part shows what the Options pane looks like when the Delete tool is active and the right part shows what the Options pane looks like when the Add Connect tool is active. Along with the Visibility pane and the Color dialog box, you can turn on or off layers (classes) or parts of layers (subclasses) by toggling the colored squares. When you first start out learning PCB Editor, it is easy to forget about the Options pane, but you want to keep it in mind, as it gives you significant control over your tools. You might want to pin this one up until you get used to relying on it.
The Command window (Fig. 3.7) provides you with information, gives instructions, and allows you to enter commands at the Command prompt. Most of the commands you often use are also located on the toolbar and in the menus, but the Command window can give you greater control of the tools (if you know the commands). The Cadence Help can be used to search for commands, sorted alphabetically. So, for example, if you are looking for instructions on how to use the Command window to perform a manual routing task (add connect) use the Help → Search… menu and search for Add Connect in the “A Commands” document.
The World View pane shown in Fig. 3.8 is located in the lower right-hand corner of the design window and gives you a bird’s-eye overview of large boards. The white square represents your monitor, and the green outline represents the PCB’s outline. View pane is interactive. If you use the highlight tool and select a part or net (whether by clicking on it or by selecting it from a list using the Find pane), the object will be displayed in the View. If you right click inside of it, a pop-up menu is displayed that lets you change the size and location of the view in the design area.
The status bar (shown in Fig. 3.9) is located along the bottom of the design window, below the Command window and View window. At the far left of the bar the Command Status section lets you know if a command is active and running. If a tool has been selected (e.g., Move), the name or function of the tool is listed at the far left; and when a command is running, the colored box turns red. When the command has finished executing, the box turns green again.
The x, y coordinates indicate the location of your cursor. The accuracy of the display is based on the design accuracy, which you can change in the Design Parameters dialog box (select Setup → Design Parameters → Design from the menu). The coordinates are absolute (based on the origin of the design) or relative (based on the last mouse pick). You can toggle between the two at any time using the A (or R) button, as described later.
The P button is interactive. Clicking it produces a Pick dialog box, which you can use to enter coordinate points in the work area using the keyboard rather than selecting a point with the mouse. This is useful for drawing outlines and so forth on large designs, so that you need not pan around the design trying to find and select a particular point. The x and y coordinates in the Pick box are entered with space between them, not a comma.
The A (or R) button determines whether the coordinates are absolute or relative. Absolute coordinates show the cursor position relative to the design origin. Relative coordinates show the cursor x and y distance relative to the last pick point you made (whether a tool was active or not).
The Application Mode text box informs you of whether PCB Editor is in Etch Edit, General Edit or any other mode (described previously). The Super Filter allows you to set quickly only one of object types to be selectable. Don’t forget to turn it off when you finished working with that type of objects. The DRC Status box lets you know at a glance if the design rule check is up to date and if any errors exist by the color of the box. If the box is any color other than green (see Fig. 3.8), then you need to update the DRC and use a DRC report to locate any errors if they exist.
Color button
The Color dialog box (Fig. 3.10) is used to define custom colors for classes and subclasses and allows you to control the visibility of specific objects belonging to those classes (checked boxes indicate the object is visible, open boxes indicate they are invisible). The Color dialog box can be displayed by selecting the Color button, , on the toolbar. As mentioned previously, the Color dialog box performs some of the same functions as the colored and check boxes in the Visibility and Options panes, but as the figure shows, you have much greater control of objects and layers.
Xsection button
The Cross-section Editor dialog box, shown in Fig. 3.11, is where you define your board’s layer stack-up. From this dialog box, you can add or delete layers, define their physical and electrical properties (if you want to), and define positive and negative properties to routing and plane layers, respectively. The Cross-section Editor dialog box is displayed using the Xsection button, . Examples of setting up layer stack-ups are given in the PCB design examples in Chapter 9.
Cmgr button
The Constraint Manager, shown in Fig. 3.12, is where you set routing and component placement rules for your board design. The Constraint Manager can be launched using the Cmgr button, , by selecting Setup → Constraints from the menu, or by typing cmgr at the prompt in the Command window. The Constraint Manager has several tabs and each tab has several views (indicated by folders and icons). From these tabs and views, you have very precise control over routing characteristics for every net (e.g., trace width and spacing, what vias are used, routing enabled, locking traces, etc.), every component, and shapes.
Note: the Constraint Manager takes a moment to load, but if it is taking a long time to load, check the Command window. This tool will not load if a command is still active, and the Command window (and status bar) will tell you if that is the case. If so, you need to stop the current command by right-clicking in the work space and selecting Done from the pop-up menu.
The Padstack Editor is used to define and modify padstacks (see Fig. 3.13). In OrCAD PCB Editor 17.2 it was updated to provide some new functionality. The padstacks can be from the PCB Editor library or within a PCB design only. You use Padstack Editor both during PCB layout work and separately during footprint development. Padstack Editor can be launched from within PCB Editor (from the Tools menu) or in stand-alone mode from the Windows Start menu. Many examples of using the Padstack Editor are presented in Chapter 8, Making and editing footprints (footprint design examples), and Chapter 9, the PCB design examples.
Once the board is laid out and routed, the artwork must be generated. The information in the board design is separated into specific data files (Gerber files), which are used by the board manufacturer to make the different parts of your board. The Artwork Control Form (Fig. 3.14) is used to specify all the different types of layers for which Gerber files will be created and the format of the files. You can add as many layers as necessary to fully define your board design. Chapter 10, Artwork development and board fabrication, describes how to set up the Artwork Control Form based on a board layout example.
The drill files are generated by selecting Export → NC Drill… from the menu. The drill files are generated from drill settings that you specify in the NC Parameters dialog box (shown in Fig. 3.15). The use of this dialog box is discussed further in Chapter 9, Printed circuit board design examples.
The number and types of files generated by the Artwork Control Form depends on the complexity of your board and the requirements of your board manufacturer. Most of the artwork files correspond to the layers with which you work in the layout environment, but some of the files do not. For example, files are generated for etch and silk-screen layers and drill files, all of which depend on the output format you chose. The most common type of output formats is RS-274X. But your board manufacturer should tell you which specific files it needs and which format it prefers. Artwork instructions are set up from the Export → Gerber Parameters menu, and we will look at specific settings in Chapter 9, Printed circuit board design examples.
Some of the terminology used in the PCB fabrication business is left over from the early PCB manufacturing days. Drill tapes and apertures are such terms. Nowadays, a drill tape is just an electronic file that describes drill holes and sizes just like any of the other files describes its data. However, originally the drill tape was actually a role of paper or Mylar with holes punched into it that described hole sizes and locations for early computer numerical control machines, but it is still sometimes called a drill tape. Here is another example. In Chapter 1, Introduction to printed circuit board design and computer-aided design, the current technology of photoplotting and laser direct imaging was discussed. In contrast the older technology used a xenon flash lamp and a shutter to expose photosensitive film or glass plates. The shutter controlled the exposure and an aperture controlled the size of the exposed area. Any shape or drawing could be made by having apertures of different sizes and shapes. Light would be shone through the selected aperture and moved in the ±x direction, and the film was moved in the ±y direction. Opening and closing the shutter in one area (to make a pad) was called a flash, while holding the shutter open and moving the light source or film in the x and y directions (to make a trace) was called a draw. The technology today is more advanced, but the concept is the same, and the same terminology is used. Fig. 3.16 shows a list of the apertures the Artwork Control Form uses, where you will notice D codes and flash geometries (circles, rectangles, and flash symbols). A Gerber D code is a just a chronological number that specifies the size and shape of the aperture used on a given layer. Flash symbols (e.g., D code D11 in the figure) are used to produce thermal reliefs, which are used to connect plated through holes to copper planes. The procedure for drawing thermal flash symbols is described in Chapter 8, Making and editing footprints, and the use of them is described in Chapter 9, the PCB design examples.
You should now be familiar with the PCB design flow and PCB Editor tool set. In the following chapters, we look at how to assign footprints to parts from within Capture, how to make your own Capture parts, how to make new footprints with PCB Editor, and how to set up the PCB Editor’s Constraint Manager to route complex boards.
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