Assembly Data Manager (future release)

Note: This page describes new functionality targeted for release later this year.

The features described here are incomplete and subject to change up to the time of release. If you have comments or suggestions regarding this functionality, feel free to contact us at support@macaos.com.

Assembly Data Manager

The Assembly Data Manager is intended to provide an integrated environment for managing and reviewing Pick and Place (PnP) and Bill of Materials (BOM) data for a PCB product. It combines a structured overview of components with editing, part number search capabilities and report generation.

The combination of PnP and BOM data is used to create a Component layer for each side of the PCB. The component layer displays the location, rotation, size and key pin location of each component together with properties such as manufacturer part number, supplier SKUs, height, max solder temperature, etc.

The general workflow is as follows:

  1. Import PnP data. (This may already have been done when the PCB product was imported.) This should be done prior to importing BOM data. If necessary, align the PnP data with the PCB data.
  2. Import BOM data. (This may already have been done when the PCB product was imported.)
  3. BOM components are matched to PnP components by their designators. BOM components which are not found in the PnP data are placed to the left of the PCB. Each of these should be moved to its correct position on the PCB.
  4. For assembly purposes, it is desirable to graphically display the size and orientation of each component. This information is typically not included in the imported PnP or BOM data, but it can easily be added by drawing outlines and marking key (1 or A1) pins.
  5. Check/edit the properties of each component. At the minimum, each component description should be unambiguous. The edit module includes an online component search function (powered by Octopart) to aid in quickly specifying unambiguous manufacturer part numbers.
  6. Save changes to the product and generate reports as desired.

Importing PnP data

PnP data is usually generated by the CAD system used to design the PCB. Typically, PnP data consists of four, five or six values per component:

  • Designator
  • X position (typically in mm, inch or mil)
  • Y position (same unit of measure)
  • Rotation in degrees (usually counter-clockwise)
  • Description
  • Side (top or bottom; bottom sometimes called mirrored)

Macaos automatically imports several PnP formats. For those which are not recognized, or which have some level of ambiguity, the Pick and Place Data Import dialog box helps to specify how the data should be interpreted for import.

PnP Import dialog
  • If necessary, specify the number of header rows to ignore, and the prefix character for comment lines.
  • Specify whether the input file has delimited or fixed-width columns. For delimited columns, specify the delimiter character (and quotation character, if necessary). For fixed-width columns, specify the column widths.
  • Specify the unit of measure used for X and Y coordinates. If incorrectly specified, the scale of the component layer will not match the scale of the PCB.
  • Specify whether rotations are clockwise or counter-clockwise.
  • Specify the input column numbers for each output field.

Once the data format has been correctly specified, click the OK button to import the data. If necessary, align the component layer with the PCB (see Graphic Operations below).

Importing BOM data

BOM data is typically a list of components and their properties. It's main purpose is to specify the components for purchasing. Macaos can import BOM data from a text file or from an Excel .xls spreadsheet file. In both cases, the data must be in a table form, where each row represents a component and each column represents a single component property (such as designator, manufacturer part number, value, etc).

A spreadsheet file is loaded directly into the Import BOM dialog box. When importing a text file, the format must first be specified (in the same manner as when importing PnP data). It is also possible to copy data from an open spreadsheet directly into the Source BOM file grid (by right-clicking).

Import BOM data

To import the BOM, do the following:

  • If necessary, specify the number of header rows to ignore, and the prefix character for comment lines to ignore.
  • Where possible, the column contents are automatically identified. (This may not always be accurate, so automatic column mappings should be checked.)
  • Specify the input column numbers for the remaining output fields.
  • If the designator field lists multiple designators, specify the separator character (typically a comma).
  • If a column contains multiple suppliers/SKUs, specify the separator character.
  • If a column contains text to indicate that the component should not be installed, select that column as the Do Not Place column and enter the exact text for non-placement.

Once the data format has been correctly specified, click the OK button to import the data.

Components

The component list has three levels:

  • The component class (resistor, capacitor, connector, etc).
  • The component (a single part number). When editing a component, you can change the properties which apply to all instances of that component.
  • The component instance (at a specific location). When editing a component instance, you can change the rotation and placement status of that instance.
    Each component instance in the list displays an icon which indicates whether the component is a fiducial mark, should not be installed, is a PnP component or is a non-PnP component. If not a fiducial mark, the icon also indicates whether the component is on the top or bottom layer.

Graphically, how a component displays depends on how much information about the component has been specified. At the minimum, a 0.3 mm circle is drawn at the component’s location (centroid/pick point).

Component display
  • If only the component’s location and rotation are specified (typically if imported from PnP data), then the component is displayed as a 20-pixel cross with a 5-pixel cross toward the unrotated component’s upper left corner. In other words, if the component rotation is 90 degrees, then the 5-pixel cross will be in the lower left corner. The cross symbols are always 20 and 5 pixels, regardless of zoom factor.
  • Components where the location is not specified (typically if imported from BOM data) are placed to the left of the PCB, with 10 mm spacing.
  • If the component outline has been specified, then the outline is drawn with a 0.1 mm line. In this case, no 20-pixel cross is shown.
  • If the location of the key pin (typically pin 1 or A1) is specified, then a 0.36 mm diamond is drawn at the location of the key pin. In this case, no 5-pixel cross is shown.

Press the Ctrl key and hold down the left mouse button on a component to view component properties such as designator, rotation, value, manufacturer part number, etc.

Graphic operations

  • Align component layer First, left-click and draw a rectangle around a component in the component layer. Then left-click and draw a rectangle around all of that component's pads on the PCB. The selected component is moved to the center of the selected pads, and all other components are moved the same distance.
  • Move component First, left-click and draw a rectangle around the component to move. Then left-click and draw a rectangle around all of that component's pads on the PCB. The component is moved to the center of the selected pads.
  • Draw outline Select a component in the component list. Left-click and draw a rectangle around all of the component pads. An outline which tightly encloses the selected pads is created. If you press Ctrl when drawing, then the drawn rectangle becomes the component outline. The outline will be applied to all instances of the selected component.
  • Mark key pin Select a component in the component list. Left-click and draw a rectangle around the pad for pin 1 (or A1 or Cathode or Plus). The key pin will be marked for all instances of the selected component.
  • Create component Left-click and draw a rectangle around all pads of the component to create. Specify the component designator. The component is added at the center of the selected pads.
  • Create fiducial mark Left-click and draw a rectangle around the pad to use as a fiducial mark. The fiducial mark is added at the center of the selected pad.

Note: If a component pad (from the originally imported Gerber data) is drawn (as one or more wide lines/arcs) rather than flashed (as a single shape object) then it will not be identifed as a pad in the above graphic operations. In cases where no pads are found within the selection rectangle, the (center of the) selection rectangle is used.

Right-click on a component or component instance to delete it's outline or key pin. If an instance is chosen, then only that instance will be affected. If a component is chosen then all instances of that component will be affected.

Editing components

Select a component in the component list, right-click and choose Edit component. This puts the ADM module in edit mode. Edit properties as necessary. After making necessary changes, click on the OK button to update the component. Which properties may be edited depends on which level in the component list is chosen. Note: There is nothing to edit when the component class level is chosen.

Editing a component instance

When editing a component instance, the RotationInclude in PnP output and Do not place properties may be edited. Once these properties are confirmed to be correct, the instance should be marked as Approved for placement.

Component instances which have been approved for placement display a blue check mark in the component list.

Each component instance also displays a placement icon, based on the component layer and the state of the Include in PnP output and Do not place properties.

Editing a component

When editing a component, the bill of materials and process parameter properties may be edited.

Once these properties are confirmed to be correct, the instance should be marked as  Approved for BOM. This adds a green check mark to the component list.

When editing a component, you may click on the Search button to open the component search module. This displays relevant component properties for searching. Put a check mark beside the properties to use in your search (modifying texts as necessary) and click on the Search button. A list of matching components is displayed.

Component search dialog

Right click on a search result to:

  • Copy the search result's Manufacturer and Manuf part # properties
  • Copy the search result to the Alternate parts list
  • Open the Octopart web page for the component

Once the correct Manufacturer and Manuf part # have been specified, click on the OK button to update the component.

Additional editor operations

Some operations may be performed on multiple components. To do this, select one or more components (pressing the Ctrl and Shift buttons as necessary) and then right-click on the list.

  • Edit Mounting style for all selected components
  • Edit Height for all selected components
  • Edit Max solder temp for all selected components

Note: For these three operations, the chosen property/properties of all instances of all selected components will be modifed, regardless of whether selected at the component or the instance level.

  • Mark all selected components as approved
  • Remove approval from all selected components

Note: For these two operations, the Approved for placement property is marked or unmarked for all selected instances and the Approved for BOM property is marked or unmarked for all selected components.

  • Mark all selected components as Do Not Place
  • Remove Do Not Place from all selected components

Note: For these two operations, the Do not place property is marked or unmarked for all selected instances. Selections at the component level of the list are ignored.

BOM reports

Four different BOM reports may be viewed:

  • Component list lists all components, grouped by component class
  • Supplier list lists all components, grouped by supplier
  • Placement list lists all component instances grouped by layer and mounting style
  • Solder temperature report lists all components where the maximum solder temperature has been specified

Double-click on a component in the BOM report to edit the component.

Note: Users with a Macaos Enterprise Pro license may export any of these reports to an Excel file.

Export of PnP data

Note: Access to this feature requires a Macaos Enterprise Pro license.

Pick and place data may be exported as a delimited text file. The column order, unit of measure, rotation direction, delimiter and layers may be specified to give the desired export format.

Price estimates

Note: Access to this feature requires a Macaos Enterprise Pro license.

When a manufacturer and part number have been assigned from a search result, an Octopart ID code is attached to the part number. This is indicated by a dollar sign together with the green Approved for BOM icon in the component lists. This ID code enables acquiring price estimates for the component.

Click on the Price button to open the Component pricing estimator module. This module lists all of the components that have an ID code and price offers (in various currencies) from available suppliers. In addition, all suppliers and all currencies are listed at the left.

Component pricing estimator

Specify the Quantity boards to be produced, select a Calculation method and the desired Currency for price estimate. If desired, remove the check mark from any suppliers that should not be included when calculating the total price. The total price is automatically updated when a parameter is changed.

The price estimator converts all prices to USD when calculating the total price. Initially, the user must provide suitable exchange rates. Right click on a currency to open a web page with a current exchange rate. (Exchange rate settings are remembered between sessions.)

Right-click on a component to open the Octopart web page for the component. Click on the small + (plus) button to the left of a manufacturer part number to see details of the supplier offers for that component, including the posted price in its original currency. Only suppliers who have sufficient quantity in stock or on order are listed.

Note: All price offers are provided by suppliers through Octopart. Macaos Software AS bears no responsibility for the accuracy, fitness or usability of price offers presented in this module.