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annotate ueda/doc/bom_model.txt @ 139:bf188727e606

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donl-rename-parts reader: no tEDAx-style escapes
author Mychaela Falconia <falcon@freecalypso.org>
date Mon, 07 Sep 2020 04:25:11 +0000
parents cd92449fdb51
children
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cd92449fdb51 initial import of ueda and ifctf-part-lib from ifctfvax CVS
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1 Bill of Materials (BOM) handling in uEDA
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2
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3 There are a number of reasons why one may want to have a BOM for a board design:
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4
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5 * To have a list of all components outside of schematic drawing files
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6 * To have a list of PCB land patterns for pre-layout (see prelayout.txt)
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7 * For purchasing or other part procurement
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8 * For handing to assemblers (those who populate the parts on the board)
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9 * For quick reference
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10
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11 Although one is often tempted to get away with keeping the "BOM" information in
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12 his head, a formal BOM is a good thing to have.
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13
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14 OK, so we are going to have a BOM. But what exactly is the BOM in precise
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15 terms, and what is its format? uEDA provides several different facilities for
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16 BOM handling.
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17
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18 The MCL
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19
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20 Whether or not you are interested in any of the other BOM formats, you have to
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21 have the MCL. It is a critical part of the design source code in the uEDA flow
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22 model. It's a human-created and human-edited text file described in great
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23 detail in mcldoc.txt.
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24
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25 Having a simple and intuitive text-based format, MCL can be readily viewed and
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26 printed. As it contains the complete information about all components in the
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27 design, i.e., all BOM information, it is in itself a type of BOM. It is in a
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28 way "the ultimate BOM". There are, however, a few situations in which other
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29 BOM formats are desirable.
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30
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31 Procurement BOM
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32
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33 You write the MCL for your design. For each component you enter all the
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34 attributes that you may need for procurent: manufacturer,
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35 manufacturer_part_number, vendor, vendor_part_number, etc. But now it's
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36 actually time to order the parts. What quantity of what part numbers do you
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37 order? All necessary information is in the MCL, but it isn't at all obvious
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38 for filling out order forms. One really needs a distilled BOM for procurement.
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39
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40 The ueda-mkbom utility generates a procurement-oriented BOM from the MCL.
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41 First it reads the MCL and makes note of all components that have been reduced
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42 to parts. (Components that haven't been reduced to parts are ignored, though
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43 the user can request that a warning be issued. You need to reduce all
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44 components to parts for this function to be useful, see mcldoc.txt for the
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45 details.) All multiple instances of each part are tallied together.
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46 Finally, output is emitted which is centered around parts with a quantity for
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47 each, rather than around reference designators. (A list of refdes'ed components
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48 using each part can optionally be emitted.) Each entry is given a heading and
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49 usually some comment lines based on part attributes from the MCL which are
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50 deemed relevant to the procurement BOM. See mcldoc.txt for the details.
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51
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52 One can generate procurement BOMs for different population options, see below.
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53
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54 The procurement BOM generated by ueda-mkbom is plain text formatted on the
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55 assumption of 80 columns of fixed character spacing. It is thus suitable for
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56 both online viewing and printing.
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57
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58 Short BOM
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59
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60 For purposes other than procurement of parts, component reference designators
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61 do matter, and a BOM organised and sorted by the component refdes is the right
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62 format. MCL is such a format, and oftentimes it serves quite well.
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63
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64 Sometimes however, it is desirable to have a "short BOM" that is ordered by
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65 the component refdes like the MCL, but follows a tabular format with one line
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66 per component and with columns corresponding to a few attributes deemed most
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67 useful.
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68
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69 The ueda-shortbom utility generates such a "short BOM" with 4 columns: refdes,
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70 manufacturer, part number and description. The manufacturer and description
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71 columns are taken from the identically named MCL attributes; the part number
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72 column is taken from the manufacturer_part_number= attribute if one is defined,
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73 otherwise the device= attribute is used instead. If neither attribute is
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74 defined, the string "unknown" is substituted. The same holds for the
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75 manufacturer column. The description column is left blank if no description=
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76 attribute is defined.
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77
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78 The intent is that the MCL would be used directly only by the board designer
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79 himself, who would of course be intimately familiar with the UNIX environment,
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80 the workings of uEDA and its file formats, and the way his particular MCL is
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81 structured, whereas the short BOM would be given to lab technicians and others
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82 who are not UNIX-based intellectual creators.
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83
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84 ueda-shortbom can generate plain text output that is directly usable for viewing
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85 and printing in a fixed character spacing environment, but it usually ends up
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86 needing more than 80 characters per line and thus a pain to work with.
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87 ueda-shortbom can also produce output with columns separated by ASCII tab
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88 characters irrespective of field widths; such output is useful for post-
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89 processing. UNIX tbl(1) and troff(1) can be used to produce a very pretty
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90 hard copy (PostScript) version of the short BOM.
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91
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92 Assembly BOM
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93
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94 An assembly BOM is exactly the same as the short BOM described above, but has
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95 one difference: if a component is to be socketed, the information put in the
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96 corresponding columns of the assembly BOM is that for the socket part, rather
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97 than for the component to be pushed into the socket. The assembly BOM is thus
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98 exactly what you need to give to those who will be stuffing parts on your board
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99 and running it through the reflow oven.
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100
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101 An assembly BOM is generated by the ueda-shortbom utility with the -a option.
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102 Since one would need to generate different assembly BOMs for different
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103 population options (assuming that the document is intended for those who will
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104 follow it blindly), ueda-shortbom supports population options as well.
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105 See the ueda-shortbom(1) man page for details.
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106
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107 If your design uses no socketed parts and no population options, the short BOM
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108 and the assembly BOM would be identical.
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109
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110 Population options
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111
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112 uEDA supports designs with population options, i.e., ones in which some
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113 components may or may not be populated as a manufacturing option. They are
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114 described in this document because the BOM is really the only part of the uEDA
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115 flow for which population options matter. The PCB obviously has to have
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116 footprints for all components that may ever be populated on it and the
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117 schematics normally show the interconnections for all possible components as
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118 well. The BOM is the only part that is made in multiple versions for different
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119 population options.
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120
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121 In order to support population options, each component in the design (i.e., in
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122 the MCL) is assigned to a numbered population group. Population groups are
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123 identified by integers and a component is assigned to a given population group
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124 via the population_option= attribute in the MCL. Components without this
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125 attribute are assigned to population group 0, the default.
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126
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127 When generating a BOM for a given population option, specify the list of
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128 population groups to be included (see ueda-mkbom(1) and ueda-shortbom(1)).
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129 The default population option consists of population group 0, i.e., running
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130 ueda-mkbom or ueda-shortbom without any options counts only those components
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131 which do not have a population_option= attribute.