Materials expert Dr. Ron Lasky is a professor of engineering and senior lecturer at Dartmouth, and senior technologist at Indium Corp. He has a Ph.D. in materials science from Cornell University, and is a prolific author and lecturer, having published more than 40 papers. He received the SMTA Founders Award in 2003.
I am trying to implement the Pin-in-Paste (PIP) process. The PWB is 63 mils thick, the component pin diameter is 47 mils, the PWB hole diameter is 87 mils, and the PWB pad diameter is 120 mils. I used the Indium StencilCoach software and the result said that I needed a stencil aperture with a 416 mil diameter for the 5 mil thick stencil I was using.
That stencil aperture diameter is way too big. What gives?
The issue is that your PWB hole diameter is too large. It is 40 mils greater than the component pin diameter. This situation results in a very large amount of solder required to fill the mostly empty PWB hole. See Figure 1. Since solder paste is about 50% by volume flux, quite a bit of paste is often needed to form a good solder joint.
Chatting with my friends, Jim Hall and Phil Zarrow of ITM and Jim McLenaghan of Creyr Innovation, they all recommend that the PWB hole diameter be in the range of 10 to 12 mils larger than the pin diameter. In your case, this would be a hole diameter of 58 mils (I chose 11 mils greater than the pin diameter) and a PWB pad diameter of say 80 mils. The software calculates that a stencil aperture diameter of 194 mils is required (see Figure 2). It might be better to choose a square aperture of 172 mils on a side as seen in the output below. If this size stencil aperture is still too large, solder preforms can help. I will discuss using them in a future post.
I have a stencil aperture with an unusual shape. See Figure 1. How do I calculate the area ratio? The stencil thickness is 5 mils. The dimensions of the aperture are also in mils.
The area ratio is simply the area of the stencil aperture opening divided by the area of the sidewalls. For common aperture geometries such as circles, squares, etc. it is easy to derive formulas. See Figure 2.
For an unusual shape like yours, it is easiest to simply calculate and divide the areas. From Figure 1, we get that area of the aperture opening as: 40*24+ the area of the two triangles. A little geometry (can you do it?) shows each triangle to have an area of 89 sq mils. So, the total area is 960 + 2*89 = 1138 sq mils. The perimeter is 40+24+16+16+28+12+16+16 = 168 mils, hence the area of the sidewalls is 168*5 = 840 sq mils. Therefore, the area ratio is 1138/840 = 1.355. Experience has shown that an area ratio of > 0.66 is needed for good solder paste transfer efficiency, so this stencil aperture will do well for transfer efficiency.
Careful thought would suggest that the triangular protrusions alone do not have a good area ratio. Calculations show their area ratios to be 0.37. So, the transfer efficiency in this part of the aperture might not be good. However, the area of the rectangle is so great, more than five times that of the triangles, as to alleviate this concern.
To the SMT process engineer, the second most important thixotropic material in their lives is solder paste. If solder paste was not thixotropic, it would be difficult to print and would likely slump after printing the paste. What is a thixotropic material? It is a material that has a low viscosity when it is shear stressed and a high viscosity when it is not shear stressed. So, when the solder paste is forced through the stencil aperture by a squeegee, its viscosity plummets and allows it to fill the aperture. See Figure 1.
When the stencil is removed, the resulting solder paste deposit experiences no shear stress so the deposit maintains the shape of a “brick.” See Figure 2. So thixotropy is a very helpful property of solder pastes.
If solder paste was dilatant, it would be a disaster. These materials are the opposite of thixotropic materials. They have a low viscosity when not shear stressed and a high viscosity when shear stressed. So they could not be forced through the stencil aperture and, if they could, they would flow all over the board. Cornstarch and water is an example of a dilatant material.
Oh, yes, what is the most important thixotropic material to the SMT process engineer? Their blood. When getting up from lying down, our heart automatically makes a strong “pump” to rush the flow of blood to our head. Since blood is thixotropic, it shear thins and makes it easier for our heart to get the needed blood up to our head. If blood was not thixotropic, we might faint every time we rise from reclining!
There was still a gap, however. No book existed that discussed troubleshooting everyday assembly defects and challenges. My good friends Phil Zarrow and Jim Hall have addressed this information in their Circuit Insight radio show Board Talk. All that was needed was a little encouragement to assemble it in book form. This task has now been accomplished!
Let’s assume your
company has decided that transfer efficiency (TE) is the key metric in determining
solder paste quality. Transfer efficiency is the ratio of the volume of the
solder paste deposit divided by the volume of the stencil aperture. While you
agree that TE is an important metric, you are a little troubled with the recent
results in a solder paste evaluation. Two out of 10 pastes are fighting for the
top spot and it looks like TE will be the deciding metric. Paste A had a TE of
99.5% and Paste B had a TE of 99%. So management wants to go with paste A. You
are troubled because paste A has a poor response-to-pause. If it is left on the
stencil for 15 minutes or more the first print must be discarded. This weakness
may result in 30 minutes or so of lost production time in a 3-shift operation.
However, the TE test results showed that the TE of paste A was statistically significantly better than paste B. You think about this situation and something doesn’t make sense — 5% and 99% are quite close.
You dust off your statistics textbook and review hypothesis testing. Then it hits you, with very large sample sizes, means that are closer and closer together can be statistically significantly different.
The data show that paste A has a mean of 99.5% and a standard deviation of 10%, whereas paste B has a mean of 99% and also a standard deviation of 10%. The sample sizes were 10,000 samples each. These large sample sizes are important in the analysis. The standard error of the mean (SEM) is used to compare means in a hypothesis test. SEM is defined as the standard deviation (s) divided by the square root of the sample size (n):
So as the sample
size increases, the SEM becomes smaller or in statistics lingo “tighter.” With
very large sample sizes, this tightness enables the ability to distinguish
statistically between means that are closer and closer together. This situation
was not a concern with sample sizes of less than 100, however with the modern
solder paste volume scanning systems of today, sample sizes greater than 1000
Figure 1 shows the
expected sampling distribution of the mean for samples with a TE of 99.5% and
99.0% and a sample size of 100, both have a standard deviation of 10%. Note
that to your eye you do not see much difference. However, with the means and
standard deviations the same and sample sizes of 10,000 the sampling
distributions of the mean are clearly different in Figure 2.
though, is that there is no difference in the results in Figure 1 and 2. The
tiny difference in the means (0.5%) may be statistically significant with a
sample size of 10,000, but is it practically significant? Would this small
difference really matter in a production environment? Almost certainly not.
So, with large
sample sizes, we need to ask ourselves if the difference is practical. For TE,
I think we can be confident that a difference of 0.5% is not practically
significant. But, what if the difference was 2% or 5%? Clearly,
experiments should be performed to determine at what level a difference is
With the case
discussed above, I would much prefer the paste that has a 99.0% TE and a good
Ron, when if comes to SMT printing of solder paste, why do some people use the
five-ball rule for rectangular apertures and the eight-ball rule for circular
“Five Ball Rule” is another metric that SMT assembly industry leaders believe,
but it is difficult to find its origin. It states that when selecting a solder
paste, five of the largest solder balls should be able to fit across the width
of the smallest rectangular stencil aperture. See Figure 1a for a 0.2mm wide
the largest solder ball diameter is assumed at the 90th
percentile. See Figure 2. So, in this example, a type 4 solder paste would fit
the five ball rule as the largest solder ball is 0.038mm. Five times 0.038 is 0.190mm,
just a little less than the aperture width of 0.2mm. It should be remembered
that this is a “rule.” not a “law.” So let’s say you had
4.5 balls across the aperture with instead of 5, it would most likely be
comparison of the Five and Eight Ball Rules
generation ago, the advent of circular apertures to support BGA and CSP
packages necessitated a new “rule.” Figure 1b shows why the five-ball rule is
inadequate for circular apertures. Although five type 3 solder balls fit along
the 0.275 diameter, off the diameter, there is not enough room for many
solder balls. Hence, an insufficient amount of solder paste would be
the same aperture, if a type 4 paste is used, 7 or 8 solder balls span the
diameter and the amount of paste printed would be much closer to the volume of
This coming February will be my third SMTA Pan Pac. Pan Pac is a very enjoyable and rewarding conference. It is small enough that you can get to know all of the speakers, yet large enough that there is a full venue. For those of us in the northern part of the US, it is also a nice break from the winter weather. The first time I went I was surprised that it wasn’t very expensive. For this coming conference, air tickets from Boston are as low as $600 and the hotel is about $200 per night.
The conference will be held on the “Big island” of Hawaii. If you come early or stay late there are many interesting attractions, including the active volcanoes and the Mauna Kea Observatories. So for sure come to the conference, but why not submit an abstract to be a speaker? If interested in submitting an abstract go to this site.
Patty had just finished an
all day workshop on “Common Defects in SMT Assembly and How to Minimize
Them.” The workshop seemed to go really well, and many of the 35 or so
attendees thanked her for a great learning experience.
After most of the people
filed out of the room, two approached her as she was disconnecting and packing
“Dr. Coleman, that was a great workshop. But, I do have one question. You used a term all day that I wasn’t familiar with, ‘SAC’,” a 35-year-old process engineer commented to her.
While saying this, he
presented his business card that referred to him as a “Senior Process
Patty was trying to
recover from this shock, when the second similar looking fellow asked,
“And what are ‘OSP’ and ‘eutectic’.”
After explaining these
three terms and exchanging a few pleasantries, the two senior process engineers
walked out of the room and bade Patty farewell. As the room became empty, Patty
settled into a chair.
“How can this be?” she
thought. She was stunned that people with enough experience to be called
“senior process engineers” would not know these terms.
Today 6 AM …
Patty was jogging back to her house in Woodstock, VT, when she spied a beautiful red fox. Neighbors had reported seeing the fox numerous times. People believed that the fox was nesting. In addition, a black bear had been sighted by everyone in her family over the past few weeks. Add all of this to the family of deer and the rafter of turkeys in her neighborhood and it was quite an experience for Patty, Rob, and their sons.
The fox, however, created
a new problem. Patty and Rob had bought their twin sons a Yorkshire puppy,
Ellie, about a year ago. At 6 pounds she could be dinner for the fox, so,
unfortunately, they could no longer let Ellie out by herself.
Figure 1. Ellie the Yorkie after a big day. Sadly she has to be
watched when she goes outside of Patty’s house, due to the local predators.
By 7:30AM Patty was
in her office. She was giving a workshop in two weeks at a local chapter
meeting in Boston and decided to create a pre-test to give to the attendees so
that she could assess their current knowledge. Patty planned on having the
students grade each other’s exams and on working the exam in as a leaning
experience at the start of the workshop. By assessing the results of the
pre-test, she wanted to make sure she didn’t use acronyms they don’t
understand, and to also explain topics that the students might not be familiar
with. As she was working on the questions for the pre-test, Pete walked in.
“Hey, Professor C, how
goes it?” Pete asked.
“I’m preparing a pre-test
for the workshop I’m giving in a few weeks,” Patty replied nonchalantly.
“I remember you talking
about doing it a month or so ago. Seems like a good idea to me,” Pete
“I’m ,glad you approve,”
Patty said wryly. “I just finished it. Do you want to take a look at it?”
Patty printed out a few
copies and handed one to Pete. They both looked at it for a few minutes, in
Finally, Pete commented
sheepishly, “Aaa, Patty your joking, right?”
“Why do you say that?”
Patty asked, a little annoyed.
“It’s just too easy.
Everyone will get 100% and you won’t get any information,” Pete opined.
Patty then reminded Pete
of her experience 6 months ago.
“OK. Maybe you have a
point. But, I still think it’s too easy,” Pete concluded.
“I’ll tell you what. How
about a bet? If the average pre-test grade is above 70%, Rob and I will take
you and your new crush, Mary, out to Simon Pearce. If
it is 70% or less, you treat us,” Patty teased.
“It’s a bet,” replied Pete
What does the letter “S” in SAC stand for?
How much silver is in SAC305?
What is the approximate melting point for SAC305 solder (+/- 4oC)?
Solder paste is approximately how much (by weight) metal (+/- 5%)?
What is not a current common defect in SMT?
BGA Ball Matting
Which is a closest to typical stencil thickness?
Which is closest to a typical lead spacing for a plastic quad flat
Which has finer solder particles, a Type 3 or 4 solder paste?
What does OSP stand for?
Place an arrow at the eutectic point of the tin-lead phase diagram
Epilogue (two days after the workshop)
Patty arrived at Ivy U and
couldn’t wait to see Pete. She went to his office but he wasn’t there. Finally,
she found him in the machine shop helping four students with a project that
required some additive manufacturing.
“Hey, Pete! When are you
and Mary going to treat us to our dinner?” Patty teased.
“Don’t tell me the average
was less than 70%,” Pete grumbled.
“Forty-three point zero
eight to be exact,” Patty punctuated.
Figure 2. The Pretest
“Yikes!” Pete exclaimed,
rubbing the back of his neck. “I guess you were right.”
“It really helped me to
take things slowly and explain all the terms. I think I helped the students
much more than usual,” Patty explained.
“Rob and I both agreed, we
are ordering the most expensive meal that Simon Pearce has,” Patty joked.
At that Pete let out
a deep groan.
Dr. Ron note: All of the events in this post are true. How would you do on the pretest?
I have enjoyed writing the Patty
and the Professor blog for about 10 years now. I’ve written about numerous
real-life electronics assembly examples that I have encountered in my career,
all disguised, of course.
To continue keeping things real, and to keep my readers
involved, I am inviting you to submit an authentic story from your career.
That’s right! You’re being invited to submit an idea, story, or experience that
can be built into the Patty & The Professor series.
Your experience will help many other electronics assembly
practitioners resolve their issues and avoid problems.
So, get your thoughts together, then shoot me an email at firstname.lastname@example.org. Share the details of your experience or observation. I may
ask a few questions to help me comprehend the full story. Then, I will write up
the segment and let you read it before posting. You will be credited, of
Bonus: You will also receive either a Dartmouth hat or coffee mug (similar to, not exactly like, those pictured below)!
Contact me if you are interested in submitting a story. I
look forward to hearing from you!
It’s been way too long, let’s look in on Patty and the boys…..
It was 5:30AM and Patty’s alarm went off. She was unusually tired
today because of a PTA meeting last night. She had become much more interested
in the school her twin sons went to when she found out that the school was no
longer teaching cursive writing. She was too late for that battle, but had
heard that the school was not going to teach long division. Another mother told
her that the reason was that long division was too hard and it could be done
with a calculator. When Patty heard this she “went through the roof.”
Fortunately, when Patty attended the PTA meeting, she and the other
parents were assured that long division was still being taught.
Patty’s sons would learn cursive, however, as both her mother
and her husband’s mother would teach the boys during baby-sitting sessions –
and once a week the boys would read one of the 100+ letters to home that their
great grandfather wrote to their great grandmother during World War II. All
written in cursive of course!
After her morning jog and workout Patty was in her office at Ivy
U by 7:30AM. She turned on her laptop and saw an email from Mike Madigan, her
former employer’s CEO. It read:
Dear Professor Coleman,
One of my golfing buddies owns a small jewelry firm, Galahad Jewelry in Providence, RI. One of the units in the company produces silver charms for charm bracelets. This unit is not performing well financially. After chatting with him I sensed that productivity is low, inventory is out of control, and the processes are not lean.
Could you visit his factory and perform an audit? Maybe Pete can go with you – just make sure he behaves.
The note finished with contact information for the company.
Not only was Pete willing to go, but Rob also had a colleague in
nearby Brown University that he wanted to visit. A few days later our trio
was heading south to Providence in Rob’s Buick.
“You guys don’t know squat about making charms for charm
bracelets. Do you really think you can help them?” Rob teased.
“Hey, we’ve got the great Professor Coleman here. She can solve
any problem! — Seriously, we’ve discuss this before, most manufacturing
processes are similar. I won’t be surprised if we can help them a lot,” Pete
They stayed in a hotel near the Galahad facility the night
before the audit. They arrived at the facility the next morning and met
with the site superintendent, Don Smithson. After exchanging pleasantries,
Patty and Rob toured the manufacturing, inventory storage, shipping, and
administrative areas. By then it was lunchtime. Pete had stayed behind to watch
the manufacturing line and collect productivity data. During a late lunch, they
requested some additional production and cost data from Smithson. They then
requested that Smithson give them two hours to develop a summary of their
After preforming all of the necessary calculations, Patty and
her team prepared a Powerpoint presentation. Smithson had gathered a few of the
process engineers and the manager of production Ervin “Bud” Clark. Clark was an
intimidating man with sharp features and, it appeared, a quick temper.
Patty started the meeting by reviewing the strengths of the
operation. The facility was so clean it could only be described as spotless.
The production workers appeared to have very good attitudes and the quality of
the resulting charms they produced was excellent. Bud Clark beamed as Patty was
sharing this information. Then she reviewed the “Opportunities for Improvement”
‘The greatest OFI is the line uptime. From the data you gave us,
and from what we gathered today, we calculated that your uptime is 30%,” Patty
At this, Clark turned red in the face and demanded,” What do you
mean by uptime Dr. Coleman?”
“Simply the amount of time the line is running during an 8-hour
shift,” Patty responded.
Clark was now shaking with fury, “This is the greatest insult I
have ever experienced, my lines are running almost 100% of the time. Smithson,
let’s kick these Ivy Tower intellects out of here, they’re wasting our time!”
Smithson calmed Clark down and then said to Patty, “Thirty
percent seems very low, how did you calculate it?” he asked.
“We did it two ways. Rob and I took the production metrics you
gave us and calculated uptime, Pete also monitored the line and took readings,
both methods yielded about 30%,” Patty responded.
At this Bud Clark exploded, “My lines run nearly 100% of
the time. I can’t be convinced otherwise,” he fumed.
“Dr. Coleman, can you share some of the details relating to how
you calculated 30%?” Smithson asked reasonably.
“Of course. Pete monitored the lines from the start of the shift
through lunch. The time was from 8AM to 1PM.” Patty stated.
“Well, it shows right off the bat that you don’t know our
schedule,” Clark fumed, “lunch is over at 12:30.” He was so riled that his face
was red and he was shaking.
“That’s true Patty” said, “I’ll let Pete explain.”
“Technically the lunch period starts at 12 noon, but the workers
shut their machines down at 11:48AM today. The lunch period is supposed to end
at 12:30PM, but the workers did not get back to their stations until almost
12:45PM. It then took them until 12:55PM to get the machines running. So the 30
minute lunch period was actually 1 hour and 5 minutes,” Pete explained.
“Boy, what an eye opener,” Smithson said.
Bud Clark seemed numb, but then he chimed in, “There’s no
way that extra lunch time gives us only 30% uptime,” he snarled.
“True,” said Pete, “but the 15 minute break at 10:00AM was
really 35 minutes.”
Now Smithson was getting agitated at Clark.
“Bud, what is going on?” Smithson said.
Patty felt it was time to interject some calming comments.
“To be honest, this type of situation is what we see in most
audits,” Patty said sympathetically.
“Let’s let Pete finish,” Clark said glumly.
“Works starts at 8AM, but the team really didn’t begin making
parts until almost 8:30AM,” Pete went on. In addition, set-ups for new jobs are
performed on most machines two to four times per day. In theory they take 15
minutes, in practice more like 45 minutes,” Pete went on.
“So with all of this downtime our uptime is only about 30%?”
“Yes,” Pete responded.
Patty then showed how the production data for the last 3 months
support the 30% uptime number.
“The good news is that if you can increase productivity
by only 10%, your profits will more than double,” Patty added cheerfully.
“I find that hard to believe,” Clark said with an agitated voice
and a red face.
“Me too”, said Smithson, “ if I increase productivity by 10%, I
only have 10% more parts to sell, so profits will go up only 10%.”
“That would be true if you had no fixed costs, your fixed costs
are high. Every additional part you sell brings in more revenue, but costs less
to make because your fixed cost per part is lower,” Patty explained.
“I developed an equation the shows this,” she went on.
“In this equation nimproved is
the number of charms produced in a day after process improvement – let’s say
that is 10% more than the current amount. We’ll use nold as the current
amount per day. Pu is
the price you sell the charm for and Cu is
the material cost. CostFixed represent
the fixed costs,” she explained.
“I plotted a graph of profit versus productivity increase from the cost and production metrics you gave us. Note that current profits are at about $160,000/yr. With just a 10% increase in productivity the profits go to about $360,000/yr,” Patty continued.
Figure. Patty’s Graph of Profit Increase
vs Productivity Increase.
Both Smithson and Clark sat in their chairs dumbfounded. “If we
can’t improve productivity by 10% we should be fired,” Clark humbly replied.
Discussion then ensued on how to improve productivity, much of
it focused on how to minimize or eliminate turning the machines off. Both
Smithson and Clark became energized by this discussion and also expressed their
gratitude to Patty, Rob, and Pete.
“Did you notice anything else beyond production that could help
us reduce costs?” Smithson
“You could save quite a bit by better inventory control,” Rob
“I’m off the hook on this one Smithson,” Clark teased.
“I own inventory control,” Smithson agreed, “what did
“Well you have way more inventory than you need. We especially
noted a block of silver as big as a microwave oven in your store room. We
calculated its value at about $500K. I asked some people who have been with the
company for over 15 years and they say it was there when they started,” Rob
“The block is so big and heavy, we could never figure out how to
work with it so we just put off dealing with it. Weeks became months and months
stretched into years,” Smithson sadly replied.
“In addition, the shipping department, although neat, had
multiple shipping cartons of the same box size that were partially used. People
also commented that they sometimes had to hunt for items for production or
shipping,” Rob went on.
Smithson sat in his chair looking glum.
“Dell estimated that the cost of one week’s inventory is about
1% of the value of the inventory, you have about 30 weeks of inventory. We
estimate that your inventory carrying charges are greater than your profits,”
“I always wanted to assure we never ran out of material,”
Smithson added a bit defensively.
“A worthy goal, but you can almost certainly accomplish that with five, or at most 10 weeks of inventory,” Rob replied.
The group then began discussing to how to reduce inventory and outlined a plan. Our trio agreed to come back in six weeks and access progress in both productivity and inventory control.
On the car ride back to Ivy University, Rob sensed that Patty
and Pete were a little pensive.
“Hey you two, what’s up?” Rob asked.
“It seems like déjà vu all over again,” Pete chuckled.
Patty agreed, “The first productivity problem the Professor
helped us with at ACME was so similar to this it’s so surprising.”
“That was the first of our many adventures together with the
Professor, too many years ago now,” Pete added.
Patty agreed and Rob noted a little catch in her voice ….