Article summary
In preparation for building an openBMS battery management system, I’ve been researching new ways for a hobbyist to solder and build a surface-mount design. I have previous experience building prototype electronics in an electronics test lab. That lab had deep pockets and an impressive array of electronics prototyping equipment. I enjoyed expressing my “inner craftsman” there.
The real challenge is how to build quality electronics without spending thousands of dollars on equipment.
The Space
Work Area
The first thing you’ll need to do is designate an electronics work area (read: this is gonna get messy). We’re going to be dealing with hot soldering irons and chemicals that could damage the kitchen table, so that’s out of the question. Also, you probably won’t finish work in one evening, so you’ll need a place that can get messy and stay messy for awhile. A corner workbench in the basement should do fine.
Light
A well-lit room is not good enough. The small parts and intricate work we’re going to be doing here will require a bright overhead light. A swing arm desk lamp or two would work great.
The Equipment
You’ll need a soldering iron, wick, solder, and solder flux.
Soldering Iron
Sparkfun has a great writeup on selecting these hand soldering supplies. Weller is an old and trusted brand. Hakko products showed up quite often in the electronics lab.
Grippers
When soldering together wires, you’ll want to use something like a Helping Hands. When working on a PCB you’ll want something more like a circuit board holder. This will help keep you from pushing the board all over your table while soldering, and your neck will thank you because of the added height.
Solder Paste
Basically there’s leaded and lead-free solder paste. The lead is added to bring the melting point lower. Lead free-solder has a higher melting point, so it’s a little bit more difficult to melt without destroying components. The only problem with lead is that, once it enters your body, it never leaves. We used leaded solder paste at work, and it was a pain because we had to wear gloves, and we had to carefully dispose of all paste-soiled materials in hazardous materials cans.
The take away here is: when you’re working at home, definitely use lead-free solder paste.
Soldering
Just about anything can be soldered by hand, but small parts and fine pitched IC’s are a real challenge. Some people have luck with the “solder all the pins toghether and remove excess solder with solder wick” method. I have not. I found it difficult to remove solder bridges and nearly impossible to remove all solder bridges without creating cold solder joints under some of the pins. It’s messy.
Plus, there’s a limit on how much time you can spend applying heat to a circuit board. The action of molten solder and flux will chew up the board and sometimes lift up the copper pad. At that point, you basically have to throw away the board and start over — not fun if you have a lot of work already invested in that board.
Using Solder Paste
There are two ways of using solder paste. You can apply it straight to the PCB pads manually, or you can use a stencil. The method you choose depends on how many boards you intend to make. Sparkfun has a great tutorial on solder paste stenciling.
I plan to apply the paste directly to the board, position the part I’m soldering, and then touch the solder paste with the soldering iron. I’ve found this method to work very well on larger parts.
For smaller parts, or possibly all of the parts, you need to heat up the entire board so that all of the paste melts. Sparkfun has a neat post about using an electric skillet to reflow surface mounted parts. that seems like it would work great for single-sided boards, but not for double-sided boards.
I plan on using an old toaster oven as a reflow oven. All you really need is a thermocouple and a digital multimeter to bake a few boards. The solder paste should come with a temperature profile that you can follow manually.
That’s basically the plan for now. All I have left to do is order the boards from batch pcb and order the parts. That’s if I don’t increase the size of the smallest components used on the openBMS device. Some of the components are sized 0402. I’ve found that these are nearly impossible to place by hand; I wouldn’t even try it without using solder paste.
You mention needing flux in passing, but it’s definitely one of the most important parts for surface-mount work. For quite a while, I considered soldering small-pitch ICs by hand absolutely impossible. As soon as I was introduced to a good flux pen, things got much, much easier.
A good pair of tweezers and a jeweler’s loupe or other means of high magnification are also basically indispensable.
One thing people might not consider is a static strap. Nothing worse than ruining a component you have one of because of not having one. Also remember that static shielding bags are conductive, so don’t set your board on them while powered up. Static dissipative bags (pink) on the other hand are fairly non-conductive.
If you know you will be soldering quite a bit, consider getting a higher end soldering iron. Metcal systems are fairly cheap on ebay. JBC makes some very nice irons as well. The reason for this is because the higher end irons have much more convenient tip/handle quick change systems. As well as very fast heat ramp up times from sleep (metcal 5 sec, JBC 2 sec, Hakko 30 sec). Also they typically have a magnetic sensor in the holder on the base for detecting when to ramp the heat down to save your tip. Always have a coating of solder on your tip.
A decent supplement to a jewelers loupe is a microscope adapter for a cellphone. It makes inspecting solder joints much easier. Especially when you are trying to find a whisker short in a dead bug board.
For flux, no-clean is generally what people are using. You can get water soluble flux as well, but you have to be sure to completely wash it from your board after soldering.
I may have a bench available for people who want to learn to solder or generally solder up a project. I’m going to set it up for GRLUG folks in a month or so. As well as a 3d printer another member is contributing. Much more than linux going on at the lug meetings these days.
[…] my blog post on electronics fabrication at home, I mentioned openBMS and my plans for building one of my own. You see, I’ve learned a lot […]