Understanding File-based Models, Components and Libraries in Altium NEXUS

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The components and how they are connected  are what creates your unique, electronic product. The components are the basic building blocks of that product. So what exactly is a component and where are they stored?

In the real world, components are tangible objects and are, therefore, relatively easy to identify. But in the virtual world of design, components have to be abstracted into a range of models that can be used across the various design domains. During the design capture and implementation processes, a component is represented as a symbol on the schematic, as a footprint on the PCB, as a SPICE model for simulation, as a signal integrity description to analyze the quality of the signals, and as a three-dimensional model for 3D component and PCB visualization. One component, with a different representation for each design domain.

Each design domain requires a specialized model. For schematic capture, the model is referred to as a symbol. Because the design environment is built around the idea that design starts with the schematic, the schematic symbol is used to tie the various models together.

Parameters then add the additional detail needed to identify the real-world physical component, such as the wattage, tolerance, purchasing details, datasheet references, etc.

The symbol model links to the other models to fully describe that component in each domain. The 3D model is actually placed within the footprint. 
The symbol model links to the other models to fully describe that component in each domain. The 3D model is actually placed within the footprint. 

Models and Model Libraries

Each type of model and component needs to be stored in a model file or library. Some of these use a standardized file format, like SPICE, while others use a proprietary format, like the SchLib file used to store schematic symbols or components.

Some model kinds, like SPICE, are stored one-model-per-file, these are referred to as model files. Others, like Altium PCB footprints, are stored in a file that accepts one or many footprints, these are referred to as model libraries.

Summary of the Model and Library Types

Supporting the broad range of the design tasks performed through the electronic development process requires numerous model-kinds and library formats.

Below is a summary of each model and library kind.

Design Domain Model or Library Kind File Extension Notes
Schematic capture Symbol *.SchLib Altium schematic symbol - can be just a symbol, or other models linked and parameters added to define a complete component.
PCB design Footprint *.PcbLib Footprint or pattern that defines the components mounting and connection points on the PCB - can store both the fabricated elements (pads, silk, mask, etc.,) as well as an optional 3D representation of the fitted component.
3D PCB design 3D Body *.PcbLib Altium design object - place one or more 3D bodies on the footprint to build a 3D model of the component in the *.PcbLib file.
STEP *.STEP, *.STP Standard STEP format 3D model - can be imported into a PCB 3D Body object and placed on the footprint in the *.PcbLib file.
Parasolid 3D© *.X_T, *.X_B Parasolid format 3D model (ASCII or binary) - can be imported into a PCB 3D Body object and placed on the footprint in the *.PcbLib file.
SOLIDWORKS 3D© *.SldPrt SOLIDWORKS format 3D model - can be imported into a PCB 3D Body object and placed on the footprint in the *.PcbLib file.
Circuit simulation SPICE3f5 / XSpice / PSpice model *.mdl SPICE 3f5 model file - describes a component's behavior using the SPICE syntax.
*.ckt SPICE sub-circuit file - a SPICE-format netlist detailing a circuit that models the behavior of the component.
SimCode model *.txt + *.mdl ASCII Digital SimCode model file/library and the intermediate model linkage (MDL) file required to map the digital model to the symbol - used for modeling digital components in a mixed-signal circuit simulation.
*.scb + *.mdl Compiled Digital SimCode model file/library and the intermediate model linkage (MDL) file required to map the digital model to the symbol - used for modeling digital components in a mixed-signal circuit simulation.
Signal Integrity analysis IBIS model *.ibis Input/output Buffer Information Specification file - a behavioral model that describes the electrical characteristics of an input or output pin.
Component creation Altium Integrated Library *.IntLib Compiled library - stores all model kinds within it. An IntLib is the compiled output from a LibPkg project.
Component creation Altium database linked library *.DbLink Database link interface file - uses parametric data stored in SchLib components, to query an external ODBC data-source for a suitable record (e.g. a part number, or the resistance, wattage and package). The data from fields mapped in the DbLink is retrieved and added to the component during placement.
Component creation Altium database library *.DbLib Database library file - presents an external ODBC data-source as an Altium component library, allowing components to be placed directly from the database. The data from fields mapped in the DbLib is retrieved and added to the component during placement. Requires the Altium models (symbol, footprint, etc.,) to be specified in each database record.
*.SVNDbLib DbLib with version control - interfaces to an SVN repository for version control of the schematic and PCB models.

The Component

A component can range from something simple, like a two pin resistor, to a large FPGA with hundreds and hundreds of pins. To give flexibility over how the components can be organized on the schematic sheets, the software includes a number of useful, display-related features. 

Is it a Symbol or a Component?

Once you have linked in other domain models and add parameters, the symbol becomes a component. Many designers continue to refer to it as a symbol when they see it on the schematic because that's what they see but attached to that symbol are the other domain models and parametric details that define it as a component. This document uses the term symbol to describe the graphical objects and pins that are placed in the schematic library editor. In all other situations, it is referred to as the component.

The symbol is the graphical objects and the pins (left image); once the footprint and models are linked and the parameters added, it becomes a component (right image).   Footprints and Models become a component
The symbol is the graphical objects and the pins (left image); once the footprint and models are linked and the parameters added, it becomes a component (right image).

The symbol is created in the schematic library editor. As soon as you add link in models and add parameters, it becomes a component. The component detail can be added in the schematic library editor, or if you use a DbLink or DbLib type library, the detail can be extracted from a database and added to the symbol during placement on the schematic (more on these later). Alternatively, the detail can be added after the symbol has been placed on the schematic sheet.

The Symbol

The symbol is created in the schematic library editor. It is created by placing graphical objects to build the required shape then the pins are added. It is the pins that bring electrical intelligence to the component. They are what the software identifies as the electrical connection points and what are mapped to the pads on the PCB footprint.

Symbols can range from the small and simple, like this MOSFET, to high pin-count components like the FPGA, created over multiple parts.  Symbol example
Symbols can range from the small and simple, like this MOSFET, to high pin-count components like the FPGA, created over multiple parts.

Notes about symbol creation:

  • Objects placed in the library editor are stacked in the order they are placed. Use the Edit » Move commands to change the display order if the pins become hidden behind the component body.
  • Only one end of a pin is electrical. This end is referred to as the hotspot. Make sure the hotspot (the end by which you hold the pin) is away from the component body. Refer to the Pin object for more information.
  • In the schematic library editor, the properties of the component, such as the default designator and the description, are edited in the Properties panel opened in Component mode. Double-click on the component name in the SCH Library panel or click the Edit button below the list of component names to open the panel in Component or Part Property mode. If you double-click on a primitive placed as part of the component symbol, the Properties panel will display the properties of that primitive rather than the parent component.
  • In the images on this page, the designator and comment are displayed on the library editor sheet. This option is enabled/disabled for the current library in the Library Options mode of the Properties panel. The panel displays in this mode when nothing is selected (double-click in empty space to display in this mode).
  • The fonts can be configured individually for each object as they are placed, or you can set your preferred fonts for new objects by editing each of the appropriate objects on the Schematic - Defaults page of the Preferences dialog.
  • Multiple pins can be imported from a spreadsheet into the current component via the Smart Grid commands in the right-click menu in the SCHLIB List panel.
  • Install the Schematic Symbol Generation Tool extension to quickly build high-pin count components. The tool also supports importing pin details from a spreadsheet via the right-click menu.

Refer to the articles:

Before you start creating component symbols, it is worth spending some time configuring your preferred defaults. The defaults for all schematic design objects (both library and sheet) are configured on the Schematic - Defaults page of the Preferences dialog. When the Preferences dialog page is open, press F1 for more information about an option.

During the installation of a new version of the software, you will be prompted to load your default preferences from the previous version. You can also Save/Load them to/from a file (or an Altium Server), which is convenient if you need to transfer them to another computer.

Display Modes - Multiple Presentations of the Same Component

The software supports different display representations of the same component. For example, some of your customers might prefer to have their resistors drawn as a rectangle, while others prefer a wavy line.

Each of these representations is referred to as a display Mode. You can define additional symbolic representations for a component by adding a new Mode, either from the schematic library editor Tools menu, or via the Mode toolbar (right-click on the menu bar to control the display of toolbars).

A resistor created with two display modes. The library editor includes a Mode toolbar, which can be used to add/remove and step through the modes. Display modes Mode Toolbar
A resistor created with two display modes. The library editor includes a Mode toolbar, which can be used to add/remove and step through the modes.

The required mode is chosen when the component is placed from the library onto the schematic sheet, using the Mode selector in the Properties panel. The default placement mode is the mode that was displayed in the library editor when the library was last saved.

Each mode must include the same set of pins. If they do not, a warning will be generated when the project is compiled. This is required because you can only define one set of pin-to-pad mappings for each footprint associated with that component. Pins do not need to be in the same location in each mode.

Breaking the Component into Multiple Parts

In some instances it is more appropriate to divide the component into a number of symbols, each of which is referred to as a Part. Examples include: each resistor in a resistor network; the coil and contact sets in a relay; each I/O bank in a large FPGA; or each pin in a connector, for example, if you prefer to place connector pins throughout the sheet, rather than routing the wiring to a single connector symbol.

These components are referred to as multi-part components. Each part is drawn individually in the schematic library editor and pins are added accordingly. The image below shows the same resistor network drawn as a single part then as four separate parts.

The same resistor network, shown as a single part on the left and as four separate parts on the right.
The same resistor network, shown as a single part on the left and as four separate parts on the right.

Notes on working with multi-part components:

  • In the library editor, use the Tools » New Part command to add another part to the current component.
  • Use the SCH Library panel to move between parts in a multi-part component, as shown below.

SCH Library panel

  • The designator of a multi-part component includes a suffix to identify each part. The suffix can be alpha or numeric and are set in the Alpha Numeric Suffix region on the Schematic - General page of the Preferences dialog. Note that this option is a software installation environment setting. It does not get stored in the library or the schematic file, and therefore, does not travel with the design files.
  • Multi-part components are considered homogeneous, that is, all parts are equivalent during design annotation and can potentially be swapped during the annotation process. For example, a relay coil might be swapped with a set of relay contacts, depending on their relative locations on the schematic sheet. To lock a specific part in a placed component, enable the Lock Icon in the Properties panel as shown below.

Locked Part

  • During schematic annotation, the parts in a multi-part component are packed together to complete a component in accordance with the Matching Options configured in the Annotate dialog (as shown below). The enabled checkboxes on the left determine which component properties must match for parts to be eligible to be packed together. If you need to control the packing of specific parts so they are together in the same physical component, for example, a pair of op-amps in a filter design, and do not want to assign and lock them manually, add an additional parameter to that component and enter a value that defines which parts are to be packed together. The image below shows the Annotate dialog matching options. The enabled parameters are used for multi-part component matching, the ResPack parameter has been added to control the packaging of resistors into packages (when the parts have the same parameter value, they can be packaged together into the same physical component). Note the Strictly option: if this option is enabled, the parts must include this parameter to be packed together. Be careful of this option if you have different types of multi-part components that you are controlling the packaging of - all of them must include that parameter if Strictly is enabled.

AnnotationMatchingOptions   Strictly option

  • PCB part swapping can only be performed on a component whose parts are defined as a multi-part component. Learn more in the Pin Pair and Part Swapping document.

Earlier versions of Altium software allowed schematic pins to be hidden in the library editor, and each hidden pin to have a net pre-assigned. This is no longer considered good design practice and is no longer supported for new designs. Older designs that use this feature will still netlist correctly, and the hidden pins can be displayed by enabling the Show All Pins option in the Pins tab of the Properties panel (in Component mode).

The Component Type

In a design environment, you may also need to create design entities that are not necessarily components that will be mounted on the finished PCB. For example, there might be an external module that connects to the board that you would like to draw as a component and include on the schematic for design clarity but you do not want this to be included in the BOM for this board. Or there might be mechanical hardware, such as a heat sink and mounting screw that must be included in the BOM but you do not want to include on the schematic.

These situations are managed by setting the component's Type. For the example just described, the component type could be set to Graphical. Another special class of component would be a test point – this component is required on both the schematic and the PCB. It should be checked during design synchronization but is not required in the BOM. In this case, the component Type is set to Standard (No BOM).

For a non-standard type of component, set the Type accordingly.
For a non-standard type of component, set the Type accordingly.

As well as being used to determine if a component should be included in the BOM, the Type field is also used to determine how that component is managed during component synchronization. All of the Standard, Net Tie and Jumper Types are fully synchronized, meaning the component is passed from the schematic to the PCB and the net connectivity is checked. For the Mechanical and Graphical Type, the component is not passed from schematic to PCB. If a component with one of these types has been placed manually in the PCB and the matching Type option has been chosen, then component-level synchronization is performed but no net-level connectivity checks are performed.

Using Parameters to Add Detail to the Component

Much of the detail that describes a component is defined as parameters. Parameters allow you to define additional textual information about the component. This can include electrical specifications (i.e. wattage or tolerance), purchasing or stock details, designer notes, references to component datasheets - basically any purpose you choose.

Parameters can be defined in the schematic library editor during component creation. They can be added automatically during placement if the component is placed from a database-type library (more on this later), or they can be added manually once the component has been placed on the schematic.

Adding Parameters to a Component

For an individual component, parameters are added on the Parameters tab of the Properties panel (in Component mode). As mentioned, this can be done in the library or once the component has been placed on the schematic sheet.

Parameters add detail to the component.
Parameters add detail to the component.

User-defined parameters can be displayed on the schematic alongside the component, if required, by clicking the visibility icon (Visibility icon) next to the parameter name. Edit the visible parameter to enable the display of the parameter name as well.

Defining Clickable Links to Reference Information

The General tab of the Properties panel (in Component mode) also includes a Links region. This feature can be used to include links to a datasheet or a manufacturer website, for example. Any number of links can be defined for a component.

General tab

Links displayed in the panel are live, so when you click on the link text, the URL will load into your preferred browser. To edit an existing link, click anywhere in the cell away from the link text then click the edit button.

Links can be accessed via the context menu when you right-click on the placed schematic component.

Right-click on a component on the sheet (left image) to access the component links.   
Right-click on a component on the sheet (left image) to access the component links.

Links can also be included in a PDF generated from the schematic, either via the Smart PDF feature or a PDF generated from an OutputJob file. The image below shows how the list of component parameters present in the PDF. Any that are URLs can be clicked on to browse from the PDF to that location.

Component parameters and links can also be included in a generated PDF by enabling the Include Component Parameters option in the Smart PDF Wizard or OutputJob options generation settings.

PDFs can be generated directly from the schematic via the Smart PDF Wizard or from an OutputJob. Click on a component in the PDF to display the parameters, as shown below.

Click on a component in the PDF to display the parameters; click on a link-type parameter to open the target.
Click on a component in the PDF to display the parameters; click on a link-type parameter to open the target.

Mapping a Parameter into the Component's Comment Field

The default component parameters that are displayed on the schematic are the Designator and Comment. When the design is transferred from the schematic editor to the PCB editor, the Designator and Comment strings are also the default strings that can easily be displayed on the board.

To allow you to display the value of any component parameter on the schematic and PCB, for example, to display the value of a parameter called Capacitance, you can map any component parameter into the component's Comment field using a technique known as string indirection.

This is done by entering the parameter name in the form =ParameterName. For example, to map the value of the component parameter Capacitance into the component's Comment field, enter the string =Capacitance into the Comment field of the Properties panel, as shown below. A string defined using this syntax, =ParameterName, is referred to as a special string.

Special strings are automatically converted for on-screen display. If a parameter that is mapped as a special string does not have a value, the parameter name is displayed in a gray color instead if the Display Names of Special Strings that have No Value Defined option is enabled on the Schematic - Graphical Editing page of the Preferences dialog. If this option is disabled, nothing is displayed.

Use the special strings feature to map any parameter value to the component's Comment.
Use the special strings feature to map any parameter value to the component's Comment.

Special strings allows the mapping of any parameter to any string. The string can be a component string, a free string placed on the schematic sheet, or a string placed in a schematic template. The parameter can be a component parameter, a document parameter or a project parameter. Refer to the String object for more information on special strings.

Adding Parameters to Multiple Components

Parameters are a key element of each component, and it is common for many of the parameters to be used across multiple components. As well as adding them individually to each component, you can also use the Parameter Manager command (Tools » Parameter Manager) to add them to multiple components. As well as adding removing parameters, the values of parameters can also be edited across multiple components.

The Parameter Table Editor dialog can be used to edit all of the parameters across all of the components.
The Parameter Table Editor dialog can be used to edit all of the parameters across all of the components.

Notes about editing multiple parameters:

  • Parameters can be edited across the components in a library or across components used in a schematic design using the same process. Select Tools » Parameter Manager in either the schematic or schematic library editor to start the process.
  • Because parameters can be added to a variety of different objects, the first step is to select in which object types the parameters are to be edited in the Parameter Editor Options dialog.
  • Parameter editing is performed in the Parameter Table Editor dialog. The dialog can be accessed in different ways, so the dialog caption can change. The way you work in the dialog is the same regardless how it was accessed: use the standard Windows selection keystrokes to select the cells of interest then right click and choose an edit action.
  • Changes are not performed immediately; they are done via an Engineering Change Order (ECO).
  • Each cell that is being changed is marked by a small colored icon. Refer to the Parameter Table Editor dialog page for a description of each icon.
Linking from the Component to External Supply Chain Data

Main article: Linking to Supplier Data

From the electronic product designer's perspective, one of the most important aspects of component creation is linking from that component to the real-world component that it represents. This linkage can range from entering the component's Part Number as a component parameter to linking to the purchased component in your company database via a DbLink or DbLib file (details below). Another approach is to link directly from the design component to the component's supplier via the Linking to Supplier Data feature. 

The key to linking to supplier data is a pair of component parameters, namely Supplier n and Supplier Part Number n. Using these, the software connects to the Altium cloud services where it can access detailed information about the part including manufacturer, manufacturer part number, price, voltage rating, etc. The software has direct access to web-hosted information for a number of major component suppliers and are configured on the Data Management - Parts Providers page of the Preferences dialog.

Your interface into the supplier linking feature is the Manufacturer Part Search panel. Click the Panels button at the bottom right of the design workspace then select Manufacturer Part Search to open the panel.

The Manufacturer Part Search panel gives you direct access to up-to-date component data.
The Manufacturer Part Search panel gives you direct access to up-to-date component data.

To work with the panel:

  • Click the Preferences Access Button button at the top right of the design space then select Data Management » Parts Providers to open the Data Management - Parts Providers page of the Preferences dialog, in which you can enable the required suppliers. Note that the preferences also include Suggested Keywords settings and Parameter Import Options, which are used to map from the supplier's naming to your preferred parameter names. Parameters can be excluded if required and can also have a numeric suffix added for use if you plan on adding multiple supplier links to the same component.
  • In the Manufacturer Part Search panel, enter your search string into the search field at the top of the panel then press Enter.
  • Search results are listed in the panel. Click on a result to display detailed information about that component in the lower section of the panel.
  • Drag from the panel onto the schematic, or right click on a part in the results list and select either:
    • Add Supplier Link To Part - add just the Supplier n and Supplier Part Number n parameters to a component.
    • Add Supplier Link And Parameters To Part - add all available parameters, including the Supplier n and Supplier Part Number n parameters, to a component.
  • If you do not want all parameters, select the required parameters using standard Windows selection techniques, right-click on one of the selected parameters then select Add Parameters To Part to add the selected parameters.

Adding Parameters from the MPS panel

Parameters can be selectively added, if required.

Supplier links can be added to an existing component or a new component can be created by configuring the workspace as described below then right-clicking on the component in the Manufacturer Part Search panel and selecting the appropriate command.

To work between the panel and a:

  • Schematic library - add parameters to the current component, or add a new component to this schematic library. Alternatively, drag and drop from the panel onto the symbol, or the components name in the SCH Library panel to add parameters to that component.
  • DbLib / SVNDbLib - enable the display of the Table Browser, then add parameters to the selected component record, or add a new component record to the database.
  • Component on a schematic sheet - choose one of the Manufacturer Part Search panel's right-click commands. When you move the cursor over the schematic sheet it will change to a crosshair, click on the required component on the sheet. Alternatively, drag and drop from the component list in the panel onto the component on the schematic sheet.

Supply chain details can also be added at any stage of the design process using the ActiveBOM editor. As well as supporting the supplier links feature, ActiveBOM can also be configured to search the design components for manufacturer name and part number details that have been included in component parameters. Refer to the BOM Management with ActiveBOM article for more information.

Adding Models to the Component

At the schematic stage, the design is a collection of components that have been connected logically. To test or implement the design, for example, circuit simulation, PCB layout, signal integrity analysis, etc., it needs to be transferred to another design domain. To achieve this, there must be a suitable model of each component for the target domain.

  • Footprints are linked to the schematic component by adding them in the Footprint region of the Properties panel.
  • Models are linked to the schematic component by adding them in the Models region of the Properties panel.

Models are added in the Properties panel. Each model type opens a different model editor.
Models are added in the Properties panel. Each model type opens a different model editor.

As part of the process of linking the model, information about the component must be mapped from the schematic to the target model.

In the schematic library editor, footprints and other models can be added using the Properties panel.

The 3D model is not linked directly to the component symbol. Instead, the 3D model is placed in the PCB footprint. Why? Because the 3D model must be rotated, aligned and positioned correctly, relative to the footprint, so it makes sense to do this in the footprint editor. To learn more about working with 3D models and placing them in a footprint, refer to Creating the PCB Footprint.

Mapping the Model to the Symbol

The domain-specific information resides in model files that have a predefined format, such as IBIS, MDL and CKT files. There is other information needed for the system to access that domain-specific information, such as the pin-mapping and net listing between the schematic symbol and the domain specific model. This information is defined in a domain-specific model editor, which opens when a model is added or edited. As well as referencing the model file, it will also include any pin mapping or netlisting information required for that model kind.

For information about mapping a model to a symbol, press F1 when the required model dialog is open.

These are a number of predefined analog device models that are built into SPICE. For these component types, there is no separate model file required. All the information needed to model them is configured in the SIM Model editor.

Where the Models are Found

At the top of each model dialog there is a Name field, which must contain the name of the model file. You can enter the name directly or use the Browse button to find it. At the bottom of the dialog, there is a text string that shows where that model was found.

When the named model is found, the model appears and information is displayed about where it has been found.
When the named model is found, the model appears and information is displayed about where it has been found.

The software's ability to find the model is influenced by the setting that defines where it can look for models. This is the setting just below the model name. The label of this area of the dialog will change depending on the model type. The options range from Any, meaning search all available libraries for this model, to Integrated Library or Server, which indicates that the model can only be used from the specified integrated library or server.

Although they vary slightly from one model type to another, the model editor dialogs generally include these options:

Library Option Behavior Dialog Setting
Any Searches all available libraries for a matching model. Library option Any
Library name Only searches available libraries of this name for a matching model. Library Option Library name
Library path Only searches a library of this name, in this location, for a matching model. Library Option Library path
Integrated library Only searches for the model in the integrated library that the component was placed from. The integrated library must be available. Library Option Integrated Library
Server Only searches for the model in the server from which this component was placed from. The software must be connected to that server. Search for model in the server

Available Libraries

Managed components are placed directly from a managed content server. Once a connection to the server has been made, you can browse or search for a component in the Components panel. For a managed component, the model location setting is Use <ModelKind> from component library <ServerName>.

The most common approach for traditional library-based component models is that they are sourced from any of the libraries that are currently available. This is the function of the Any setting detailed above, which searches for the named model in all available libraries.

Managing Library Search Locations and Available Libraries

The list of available models and libraries is managed in the Available File-based Libraries dialog. Open the dialog by clicking Open Libraries dialogs button in the Components panel then selecting File-based Libraries Preferences

The dialog has three tabs. All of the libraries and model locations defined in these tabs are collated to make up your list of available libraries. When an action is performed that requires searching for a model, such as transferring the design from schematic to PCB layout, the libraries are searched in the order of the tabs, then within each tab in the order that the libraries/models are listed. As soon as the correct model is located, the searching process ceases. 

Project Libraries

Libraries that are part of the current project are listed under the Project tab of the Available File-based Libraries dialog when that project is the active project in the software. The advantage of project libraries is that whenever the project is opened, the model/libraries will automatically become available. The disadvantage is if the models/libraries are not stored in the same project folder structure as the design files, they can easily be forgotten if the project files are moved.

The Project tab provides a list of available libraries in the currently loaded project.
The Project tab provides a list of available libraries in the currently loaded project.

Any library can be a project library; they do not need to be stored in the project's folder. Right-click on the project name in the Projects panel then select the Add Existing to Project command to include libraries as part of the project.

Installed Libraries

Libraries and models that have been made available in your installation of the software are referred to as installed libraries. These are listed in the Installed tab of the Available File-based Libraries dialog. These models/libraries are available for any design currently open in your installation of the software. Note that this list of libraries is saved with the environment, not with any of the open projects.

Installed Libraries can be listed using an absolute path, or a path relative to the Library Path Relative To: setting. The advantage of using a relative path is that this lets you create a common sub-environment across multiple PCs and you can therefore easily move the design files between them. Additionally, installed libraries can be temporarily deactivated by clearing the Activated checkbox rather than needing to be removed.

The Installed tab lists the libraries that have been made available in this installation of Altium design software.
The Installed tab lists the libraries that have been made available in this installation of Altium design software.

Search Path

The Search Path tab presents a list of libraries that have been located according to the path settings defined on the Search Paths tab of the Project Options dialog, which is accessed by clicking the Paths button in the Search Paths tab in the Available File-based Libraries dialog. Each search path defines a folder and can include sub-folders if the Recursive option is enabled (available on the Search Paths tab of the Project Options dialog after a path is added). All model and library files found on the search path will be available. Search paths are saved with the project.

Retrieving models using search paths can be slow if there are a large number of files in the search path folder(s). For this reason it is not recommended to use this approach for PCB libraries as they can be large files containing many footprints. The feature was developed to provide a way of referencing available simulation and signal integrity models.

While the software offers flexibility and control over specific model/library locations, it does require the correct file extension to be used for each model type. For example, a footprint will only be found if it is in a file with a .Lib or .PcbLib extension. Similarly, a SPICE.SUBCKT will only be found if it is in a .ckt file, and a SPICE .MODEL will only be found if it is in a .mdl file. Whenever a model search does not yield a match, an error will appear in the Messages panel.

Moving a Design from One Location to Another

When a component is placed from a library into a design, it is cached in the design file so that the document can still be opened at any location without requiring its source libraries to be present or loaded. This is helpful when moving a design from one location to another, since it is not necessary to move the libraries as well. Note that the original source library name and the model names are also stored within the placed component's properties.

You can generate a schematic library of all components placed in the current schematic project, or a PCB library of all footprints placed in the current PCB from the respective editor's Design menu.

The Libraries

Models and components are stored in libraries. Altium's design software supports a number of different types of libraries. How do you decide which library type is best for your company?

Schematic and PCB Models and Model Libraries

In the early days of electronic design automation, there were two design domains: schematic capture and PCB layout. The outputs from schematic capture were a set of printed schematic sheets and the outputs from the PCB layout were the PCB fabrication and assembly files.

To support this, the designer needed to be able to create and store the schematic symbols, ready to be placed on the schematic sheet. Details such as the component's value, voltage, wattage, footprint, etc., were often added after the symbol was placed from the symbol library onto the schematic sheet.

As for the footprints, the focus of the editing capabilities was implementing the design as a set of layers that contain the shapes needed for the photo-tools. This output-driven focus dictated what shapes were supported, down to the font used for the designator and other silkscreen strings.

These simple symbols and footprints were created and stored in libraries, with both types initially having the file extension *.Lib. Once Windows relaxed the three character limit on file extensions, these were changed to *.SchLib for schematic symbols and *.PcbLib for footprints. 

Schematic and PCB libraries are storage containers for models. Hover the cursor over the image to display a PCB library.
Schematic and PCB libraries are storage containers for models. Hover the cursor over the image to display a PCB library.

The Integrated Library

Main article: Working with Integrated Libraries

Over time, there was a growing desire to be able to separate the component creation process from the product design process. Instead of adding the component detail after the symbol had been placed on the schematic sheet, design teams wanted to fully define the component in the library. Other design domains, such as circuit simulation, were also being developed, and therefore, models for these domains also needed to be supported. As part of creating ready-to-use components, you also need to be able to verify the symbol-to-model mapping, then deliver these components in a single, ready-to-use library file.

To satisfy these requirements, the integrated library (*.IntLib) was developed. The integrated library carries all model kinds in a single file. The source for an integrated library is a library package (*.LibPkg), which is a design project that brings together the source symbols, footprints and simulation models. When the library package project is compiled, the symbol-to-model mapping is verified and the Integrated Library is created. Using an IntLib means that the library becomes something from which you place ready-to-use components, which delivers a good solution for medium to large organizations that want to separate component creation from product design.

Linking the Components to a Company Database

Main article: Working with Database Libraries

The integrated library delivered a good alternative to simple model libraries and solved the challenge of managing the component data separately from the product design process. What it did not solve was the ever-increasing desire to create a bridge between the electronic design domain and the broader company component data systems. To solve this challenge, there needs to be a way of linking from the component into the company database. 

This is not a trivial problem to solve as there is no single approach used to define, store and manage large volumes of component data. The databases that companies use are varied, and are often custom-built to suit the needs of that organization. To provide a connection from the electronic design environment into a company database, the ODBC standard was chosen.

Open Database Connectivity (ODBC) is an open standard application programming interface (API) for accessing a database. By using ODBC statements in a program, you can access files in a number of different databases, including Access, dBase, DB2, Excel, and Text.

To create the link, a new interface file was developed, known as the Database Link file (*.DbLink). Strictly speaking, this is not a library, instead, it is a project settings file that provides an interface between the parametric data in the design components (stored in standard model libraries) and the records in the database. Database records can be queried either by using a single key lookup, such as a part number, or a user-defined Where clause. By using a Where clause, the designer does not need to search the database, find the part number, and include it in their schematic component. Instead, they define a where clause that queries the database based on component data, such as the Value, Voltage, Current, Footprint, etc.

The DbLink file defines the:

  • Target database and connection methodology
  • Lookup method (single key or where clause)
  • Mapping between the required database cell and an Altium design parameter

Using this approach, you can have simple design libraries, particularly for discrete components. For example, your capacitor library might have a single capacitor component. The designer places the capacitor on the schematic, enters the capacitance, voltage and tolerance, and selects the required footprint from a list of pre-defined footprints. They then query the database. The Where clause defined in the DbLink file is used to create an ODBC query, the database is queried, and returns the requested data from the found record, such as the part number, relevant company BOM data, etc., which is added to the placed component.

The simple, generic component that was placed is now a fully described, BOM-ready company component.

The component is edited to define the values on which the database will be searched. When you are ready, the database is queried.
The component is edited to define the values on which the database will be searched. When you are ready, the database is queried.

The DbLink performs the database query according to the lookup settings (a Where clause in this example). When a match occurs, that record's mapped values are returned and loaded into the parameter editor.
The DbLink performs the database query according to the lookup settings (a Where clause in this example). When a match occurs, that record's mapped values are returned and loaded into the parameter editor.

Review parameter changes, create ECO
The parameter table editor opens where the parameter changes can be reviewed (and edited). When accepted, they are applied to the component(s) by ECO.
The generic component is now a fully detailed company component.

The strength of this approach is that it gives a view into the company's component database without requiring electronic design-type data to be entered into that database. The ability to use a Where clause also means that you are free to place a loosely-specified (generic) component that does not get locked down until you perform the query process. The database can be queried at any time during the design process, including during BOM generation, when additional database parameters can also be added.

DbLib - Placing a Component from the Company Database

Main article: Working with Database Libraries

The Database Link document delivered an excellent solution for connecting the company component data directly into the electronic design components. However, for companies that want to create a one-to-one link between the company component record and the design component (using a single key lookup, typically the component part number), using a DbLink requires the design librarian or designer to manually trawl through the database, extract the part number, and add it into each design component.

These companies want a data-centric solution rather than the design-software-centric solution delivered by the DbLink file.

To deliver this, the Database Library (*.DbLib) was developed. The DbLib allows the component record in the database to be the component. Rather than operating as a linkage file between the electronic design library and the company database, the DbLib installs as a design library, sourcing its data from the company database and displaying it directly in the Components panel.

The DbLib is installed in the same way as a schematic library or an integrated library. Acting as a window between the design environment and the company database, it displays data sourced directly from the company database inside the design environment. Using a DbLib, the designer is able to browse or search component records and place a component directly from the database into their design. When the Place button is clicked, the symbol referenced in that record is located in the SchLib, and the mapped data loaded into the component's parameters. In essence the electronic design component is assembled as it is being placed on the schematic sheet.

This approach requires the database records to include references to the electronic design models (symbol, footprint, simulation model, etc.). The models themselves continues to reside in standard Altium libraries, such as SchLibs and PcbLibs.

The DbLib acts as a window into the company database; the view that it provides is framed by what fields are mapped into the component.

SVNDbLib - The Version Controlled Database Library

Main articles: Working with Database Libraries, Version Control and Design Repositories, Database Library Migration Tools

Another common requirement of larger companies is to be able to version control the intellectual property that the company creates. A Version Control System (VCS) is an excellent way of managing changing electronic data as well as holding a secure copy of the last committed version of your data, it also allows you to roll-back to any previous version.

Working with an SVNDbLib is essentially the same as working with a DbLib. Install the SVNDbLib as a library using the Available File-based Libraries dialog. The only difference is that the models are under version control. That means the models must be stored in a repository and a working copy checked out. It is the working copy that is displayed in the Components panel and used when the Place button is clicked.

The use of the version-controlled models is transparent. Place the required component from the Components panel. To ensure that the latest revision of a model is placed, whenever the Place button is clicked the repository is queried and if necessary, the working copy of the model is automatically updated. The working copy can also be refreshed at any time via the Components panel right-click context menu.

The management of the version-controlled models is also straightforward. You can edit a model via the context menu in the Components panel. Right-click on a component in the list to edit the symbol; right click on a footprint in the model list to edit that footprint. Once editing is complete, the model file is saved. You then right-click on the model's name in the Projects panel and use the Version Control sub-menu to commit the changes to the repository. Your changes will immediately be visible in the Components panel.

A key requirement for using an SVNDbLib is that each model must be stored in a separate file. This is necessary to allow an individual model to be updated and a new version of that updated model committed to the VCS repository. To simplify this process, the software includes a Library Splitter Wizard, which can quickly break an existing library into a set of one-model-per-library file.

   Version-controlled models can be edited, saved, then committed back into the repository ready for use.
Version-controlled models can be edited, saved, then committed back into the repository ready for use.

To learn more about working with version control from within the software, refer to Version Control and Design Repositories.

Managed Components

Main article: Working with Managed Components

Each of the component storage systems described so far requires you to organize all of the various elements, including creating the models, components and libraries, managing their versioning and history, and maintaining the connections into the supply chain. For this reason, these components are referred to as unmanaged components because the software does not provide integrated support for all of these tasks.

Altium appreciates that designers would be far more efficient if there were software solutions that bring these diverse elements together, particularly when the designers are part of a larger, dispersed team. An integrated solution was developed and the concept of the managed component was born.

To deliver managed components (and other design content) requires:

  • Controlled access to shared content, which could include components and models, templates, design files, and output (manufacturing) data.
  • Ability to uniquely identify each design item (component, design, template, etc.,) and each revision of that item.
  • Visibility into the history of each design item, with a transparent and automatic system for creating that history.
  • Ability to manage the lifecycle of an item, for example, flag a design as a prototype or a component as End Of Life.
  • Ability to manage, backup and restore the design data.
  • Ability to integrate broader information, such as data sheets and supply chain details, into the data.

Altium includes a comprehensive, globally-accessible, electronic design-oriented, data storage and access (server) system, which is accessed through the Explorer panel.

To access a server, click the Current User icon at the top right of the main application window then choose the Sign in command from the drop-down menu to open the Sign in dialog, enter your credentials then click Sign in. Refer to Accessing a Server from Altium NEXUS for more information regarding accessing a server.

A managed component references all of the required design domain models with visible and traceable history and lifecycle and is also coupled into the component supply chain. Each managed component can be raised from being a simple design component to being a truly unified component by adding part choices to it - essentially choosing which real world manufactured part(s) can be used for that component on the assembled board. Supply chain intelligence is coupled, in real time, courtesy of configured part sources, of which the default source (the Altium Parts Provider) provides an aggregate parts database, which itself interfaces to and gathers the parts from enabled Suppliers. Supplier, price, stock levels, minimum order quantities - all of the typical supply chain details, are available for managed components. You can then include this real-time data directly in your BOM using an  ActiveBOM.

Appreciating the breadth and depth of the component management challenge, Altium has broadened its development of data storage and component management technologies.

To learn more about creating and working with managed components, refer to Working with Managed Components.

To learn more about creating and working with managed content, refer to Working with a Managed Content Server.

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