Learn how EMA and Cadence are enabling the next generation of engineering data management workflows. This presentation will take you through a complete methodology covering design data management, component library management with automated footprint and symbol creation, and team based schematic design. These OrCAD engineering data management design technologies are geared to provide designers with purpose built tools to effectively manage your PCB data right from within your OrCAD design environment.

1. OrCAD Data Management &
Collaboration
Janine Flagg – Sr. Applications Engineer

2. OrCAD Data Management
Design Data Management
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Topics
Component / Library Management
Q&A

3. OrCAD Data Management
Capture
Schematic Entry PCB Design
CIP
Collaboration Symbol Creation
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Distributors
PCB Editor
Cadence Desktop PCB Design Flow
CIS
Parts
EDM
FP Creation
Library
Builder
Engineering Central Server/File Repository/Libraries
Corporate Systems – PLM, ERP, MRP, etc..
Library
Builder

4. Component Data Management Common Issues
• Inaccurate manual BOM editing
• Inefficient part request and approval
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processes
• Endless ECO changes
• Duplicate CAD symbols
• Incorrect PCB footprints in Netlist
• Obsolete and non-compliant parts on
designs
• Poor integration to corporate systems
• Communication issues with internal and
external resources
• National/global locations including CM
issues

5. Searching and Selecting Approved Parts
• Searching & Selecting parts from a controlled centralized data source
• Eliminates manually changing of schematic symbol properties
• Removes need for excessive symbol management
• Only one Resistor symbol as opposed to hundreds
• Reuse known good part data to help eliminate duplicate effort and
improve efficiency
• Visibility of all parametric data, graphical (symbols/footprints),
Component Datasheets & Mfg data
Centralized Parts Schematic
Sym Library
Part data
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6. Verification of Parts
• Ensure component data integrity by validating data against database
• Visual indication of approved, unapproved and new temporary parts
• Track changes of a schematics parts availability and lifecycle
• Notification of incorrect data like a wrong footprint prior to netlisting
• Catch part errors prior to netlisting and BOM generation
Part Manager
Approved
Undefined
Temporary
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7. Automated New Part Introduction
• Email notifications
• Integration to distributor data and accelerated library building tools
• Eliminate copy and paste errors
• Controls the number of new parts added
• Schematic updated when new part is released or approved
• New part synchronization with corporate system
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Part
Updated
Part Created
Temp
Added
Part
Approved

8. Implementing Zero-Touch BOMs
• Eliminates error prone manually editing of BOMs
• Ensures all users placing controlled parts from database
• Verification of current schematic parts
• Consistent BOM exports via standard templates
• Incorporation of corporate data and multi-sourced parts
• Closed-loop BOM flow between Capture and the corporate system
ECAD
Database
Schematic
BOM
Data
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ERP/PLM
Corp Data

9. Integration of Corporate Data
• Integrate ERP/PLM by mirroring corporate data into engineering
environment (Including Multiple Mfg support)
• Enhanced engineering decisions by accessing corporate part data (part
cost, availability, lead time) in the engineering design environment
• Cost savings through part consolidation opportunities by eliminating
unnecessary new part introductions
• Minimizes administrative overhead (approvals etc) by streamlining the
part introduction process
• Eliminates manual BOM creation (and errors)
ECAD
Database
Schematic
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ERP/PLM
Corp Data

10. Collaboration and Global Involvement
• A common dashboard for all users
• Leverage powerful database and web based technology
• Direct visibility of approved data between all players
• Purchasing, Librarians, Designers, Component Engineers, etc
• Email notifications to team members
• Multi-site capabilities
ECAD
Libraries/
Database
Site A Users
Site B Users
Site C Users
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11. Obsolete and Non-compliant Part Notification
• Promotes the use of company preferred
components to help meet corporate
initiatives and goals.
• Visual indication of non-compliant and
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unapproved parts
• Site wide filtering of parts
Table Parametric Data
Released
Obsolete
In Review

12. Demo
• Searching and placing centralized-controlled parts
• Creating a new part using distributor data and accelerated symbol
building techniques
• Managing parts
• Highlight “What’s New in CIP 5.0” features and enhancements
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throughout demo
• User interface administration

13. Design Data Management Issues
• What projects are currently active across the entire design
team and who is working on them?
• Where are my project’s schematic files?
• Who is working on my design?
– Should they be?
• What version / revision should I be working on?
• What were the changes to the last revision?
– Who made them?
• How do I ensure my design is locked once I send to layout?
How do you reliably answer these questions?
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14. Typical PCB Data Management Environment
• Data management occurs
outside the CAD tools
– Email
– Conference calls / meetings
– Notes
– Shared Drives
• None of this valuable data is
pushed back into the CAD
environment for management
and traceability
• This can quickly become a
management nightmare
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?

15. What is OrCAD Engineering Data Management
(EDM)?
• Comprehensive collaboration and management
environment for OrCAD Capture
– Integrated directly within the OrCAD Capture environment
• Fully integrated project dashboard for concurrently
managing multiple projects
• Builds a fully traceable audit trail as an inherent part of the
design process
• Facilitates IP reuse through access into current and
previous design projects
• Enables multiple engineer, team-based design and
management of distributed design data
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16. Engineering Collaboration and Management
Environment
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Reviewer
Manufacturer
Engineer 1
Engineer 2
Engineer X
Design Partner
Collaborate and manage in-process designs and data
directly inside OrCAD Capture across multiple
projects and design teams
Design
Lead
Project
Manager

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Traceability
Project
When
What & Why
Who
Versions

18. Project Level Management
• Manage and track progress
across all projects and users
– Dashboard with real-time updates
– Full revision history
– Quick project access inside Capture
• Control data access across
projects
– Assign projects to users
– Allow users to add new projects
– Archive projects
– Invite stakeholders and partners to
collaborate in “view-only” mode
OrCAD EDM Design Data
Repository
Project A Project B Project C
WIP
Data
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Team
Design
Read
Only
Access
Engineer A
Working on
their own
design
Reviewer
Downloads
“Read Only”
Version of
Project B
Engineering
Team
Working
Collaboratively
on a single
project

19. Page-level Management
• OrCAD Capture uses a single file
system per project
– Great for portability…not so much for
collaboration
• OrCAD EDM allows:
– Assign individual pages to users
– Assign multiple pages
– Allow users to add pages
– Recompile pages into master DSN
• Best of both worlds – portability
and page-level management
Power
Supply
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Master
.DSN
Memory
Interface
Power
Supply
Engineer A
1 page
checked out
for editing
Engineer B
Multiple
pages
checked out
for editing
Engineer C
Page
locked for
editing (by
Engineer 1).
View only

20. Library Management
• OrCAD Capture libraries are built
similarly to schematic projects
– One .OLB contains multiple symbols
• Again great for portability…not so
much for collaborative design
• OrCAD EDM enables editing and
version tracking of individual
symbols within OLB files
Symbol
1
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Master
.OLB
Symbol
2 - X
Symbol
1
Engineer A
Individual
notes, rev.
history
maintained
for any
edits
Engineer B
Editing
multiple
symbols
Engineer C
Can only
view / place
symbol 1.
Locked for
editing.

21. Administrative Control
• Easily assign projects and
pages to users
– Specific pages
– Set of page numbers
• Control user rights
– What they can edit
– What they can view
• Access previous revisions with
rollback as needed
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22. Change Tracking / Reporting
• Full audit trail is maintained
– Who made changes
– What changes did they make
– When were those changes made
– Why were the changes made
• Get a quick real-time snapshot of
– Individual project status
– All projects
– User tasks/progress
• Powerful design management cockpit
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Engineers/Designers
Collaborate & View
the Same Data
Management/Project Leads

23. Demo Section
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24. OrCAD EDM Benefits
• Purpose built solution specifically for collaborative
schematic design and data management
• Seamlessly integrated with OrCAD Capture schematic
entry environment
• Build a fully traceable audit trail as an inherent part of
design process
• Provides single dashboard view of all active OrCAD
Capture design projects for users to review and access files
• Keep all team members, regardless of geographic location,
updated on project status in real-time
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