Mechanical
Design Guidelines
Michael
Keough and Jason Davis
Applications Engineers W.
L. Gore & Associates Inc., Elkton, MD
Many
next-generation designs require shielding of 6–10 individual
cavities on the printed circuit board (PCB). The electromagnetic
interference (EMI) gasket and shield cover approach works better
for multicavity designs, providing a variety of benefits compared
to soldered enclosures.
When using the EMI gasket
and shield cover approach, the electrical properties of the EMI
gasket material play a significant role in shielding performance.
Because EMI gasket materials typically depend on proper compression
to achieve optimal electrical properties, shielding problems can
often be traced back to mechanical design issues that limit compression.
Many
mechanical design parameters can affect the level of gasket compression
and EMI shielding effectiveness. Key design parameters relate
either to the shield cover and PCB design or to the gasket itself
(see Table I).
Shield
Cover and PCB Design Parameters |
| E |
Modulus
of elasticity. |
| I |
Cross-sectional
moment of inertia. |
| O |
Directional
out-of-flatness of the surface to which gasket is to be
applied (convex versus concave). |
| Ff |
Total
force exerted by the fasteners, snaps, screws, or other
pressure points. |
EMI
Gasket Parameters |
| A |
Surface
area of the gasket. |
| D |
Gasket
softness (durometer). |
| T |
Variability
in gasket thickness. |
Shield
Cover and PCB Design Parameters
Modulus
of Elasticity. Use shield cover materials that have a
high modulus of elasticity (E) to obtain the level of
compression required for sufficient EMI gasket performance. This
reduces cover flexing to a minimum when the EMI gasket is under
compressive load.
The formula for maximum
displacement of a transversely loaded beam fixed on both sides
is
(1)
This
is a rough approximation of the case in which the cover bows around
an EMI gasket between fastener locations.
Equation
1 shows that an increase in E reduces the amount of deflection
in the cover. Different blends of plastics yield different elastic
moduli; those with a higher modulus of elasticity are better choices
for shield cover material.
Moment
of Inertia. Another way to increase the rigidity of the
design is to increase the moment of inertia. As Equation 1 shows,
the flexing or bowing phenomenon has a direct inverse relationship
with the cross-sectional moment of inertia (I) of the
cover. If I is doubled, the amount of flexing in the
cover is effectively reduced by half. Because E and I
values are indirectly proportional to deflection, an increase
in either value decreases the overall deflection value. This helps
to increase the compression on the gasket in the areas farthest
from fastener locations, resulting in better electrical performance
from the gasket. Making the enclosure deeper in the z direction
and adding stiffening cross-ribs that cover long spans are simple
ways to improve the moment of inertia of a shield cover.
The
shield cover's E and I values have similar effects
on the electrical properties of the EMI gasket. Figure 1 shows
a model of the relative electrical properties in terms of dc through-resistance
between cover, gasket, and PCB ground for shield covers with both
high and low E and I values. Dc resistance is
commonly used in the industry to characterize EMI gaskets because
it is easy to measure and is often used in general models to predict
EMI gasket shielding performance at different power levels and
frequencies.
 |
Figure
1. Theoretical model of electrical properties of a typical
EMI gasket between fastener locations. |
Flatness
of the Cover. Mechanical designers usually consider the
flatness of molded parts to be an important parameter. However,
they often do not consider the directionality of the flatness
specification when designing a molded shield cover.
During assembly of a
shield cover that bows in the convex direction (i.e., edges away
from the PCB), the areas around the screw locations make contact
last, bending the cover in the direction of the PCB and effectively
aiding compression on the gasket in areas where screws are not
present. This convex curvature positively affects the shielding
properties of the gasket.
In contrast, a shield
cover with concave curvature bows inward, with the edges closer
to the PCB. During assembly, the fastener locations make contact
first, and, because the ribs of the cover are bowed away from
the PCB, the areas of the gasket between the screws compress less.
Because there is no force aiding gasket compression in these areas,
EMI shielding effectiveness typically degrades with distance from
the fastener location.
In summary, a loose flatness
specification is usually acceptable, provided it is specified
as "minimum flat," "maximum convex" bow.
Fasteners.
Fastener spacing is tremendously important in shield cover design.
Equation 1 shows that the amount of flexing in the cover is proportional
to the cube of the distance (X) between the fastener
locations. If the distance between the fasteners is reduced by
half, there is effectively one-eighth the amount of flexing in
the cover. Less flexing means more compression on the EMI gasket,
which results in better shielding.
Sufficient compression
of the EMI gasket is usually not an issue when screws are used
as the fastener, because screws can deliver a high amount of closure
force. However, the industry is moving toward reducing the number
of screws within portable wireless devices. Many manufacturers
are using molded snap fasteners for faster, more-efficient assembly.
In addition, the fasteners
in many portable wireless devices are positioned only at the perimeter
of the shield cover. This can leave the central area of the mechanical
stack-up susceptible to flexing, which can adversely affect EMI
shielding performance.
Because
of these design realities, the mechanical parameters must be adjusted
to maintain adequate compression on the EMI gasket while minimizing
flexing of the PCB. One solution is to add a center screw to the
shield cover. The screw reduces the amount of cover flexing by
decreasing the distance between the external fasteners. Although
adding one or more screws helps provide consistent force, it is
not always possible. This is where the industry turns to gasket
manufacturers for solutions.
Gasket
Design Parameters
Force,
Area, and Compressive Modulus. The total force (Ff)
required to compress a given EMI gasket depends on the gasket's
surface area (A) and softness or durometer (D).
A
slight bow in the shield cover or PCB due to the reaction force
from the gasket can cause degradation in shielding effectiveness.
W. L. Gore & Associates Inc. (Elkton, MD) has developed a
device to simulate the electrical performance of EMI gaskets as
a function of the distance from the fastener locations (see Figure
2).
 |
Figure
2. Dc resistance test fixture. |
Test
leads spaced at equal distances between fastener locations are
used to measure the dc resistance of the cover/gasket between
the screw locations. The dc resistance values give a reasonably
good indication of how the gasket material will perform as an
EMI shield interface in an actual wireless device.
When
the EMI gasket is compressed, through-the-thickness resistance
in the z direction is much lower than the transverse resistance
along the length of the gasket. This phenomenon has to do with
the nature of the conductive particles in the gasket and the conductive
path in the z direction that is created when the particles are
compressed. Therefore, it is not necessary to segment the EMI
gasket to test the dc resistance as a function of the distance
from the screw. Figure 3 shows four gasket materials tested in
the dc resistance fixture.
 |
Figure
3. Dc resistance versus distance of die-cut gaskets at varying
durometers and form-in-place silicone elastomer gaskets. |
Next-generation
materials are being developed that will minimize the flexing effect
on EMI gasket performance. These materials will also alleviate
some of the cover design attributes discussed previously that
currently must be considered when using EMI gaskets.
Figure 3 clearly shows
that softer or more-compliant gasket materials with a low durometer
(yellow line) provide much more consistent conductivity from the
cover to the PCB, even when there is a great distance to the nearest
fastener. In general, softer gaskets do not cause as much bending
of the shield cover or PCB when they are compressed to the proper
height around the compression stops at the screw locations. Harder
gaskets or those with a high durometer, such as the purple line
in Figure 3, can cause so much bending of the shield or PCB that
they can actually lose contact with the gasket between screw locations.
Thickness
Variability. The thickness variability of EMI gaskets
is a crucial factor for shielding performance. When thickness
variability exists between screw locations (especially with covers
that have low E and low I), the electrical performance
of the EMI gasket can be adversely affected. The amount that dc
resistance increases depends on the amount and location of the
thickness variability, as well as on the properties of the gasket.
Die-cut
gaskets provide the highest thickness consistency of all EMI gaskets.
Figure 4 shows the outstanding thickness consistency of die-cut
gaskets installed on handset covers. Other EMI gasket solutions,
such as silicone-dispensed gaskets, typically have much lower
thickness consistency.
 |
| Figure
4. A die-cut gasket. |
Effects
of Varying Mechanical Parameters
Although theoretical
calculations are easy to perform using such simple geometry as
rectangular beams, modern electrical devices rarely are so simple.
Finite-element analysis (FEA) can be used to accurately predict
the effects that these mechanical parameters have on bowing and
shielding in complex designs. FEA can predict deflections (bowing)
and the resultant stresses and strains on device covers, EMI gaskets,
and PCBs.
Given the known amount
of gasket compression, the FEA model can take into account the
material properties and design geometry to predict with reasonable
accuracy the deflections and stresses at any point in the design.
Once trouble areas are identified, the mechanical parameters can
be changed and the analysis rerun for robustness. Armed with this
information, lighter, cheaper, and more-reliable designs can be
created.
The dc resistance test
fixture discussed previously and shown in Figure 2 provides a
simple illustration of the modeling process. Designers used three-dimensional
computer-aided design (CAD) software to model and assemble the
test fixture's geometry. Before assembly, the model considered
the gasket to be uncompressed. After assembly, the model considered
the area around the screw holes to be flush with the PCB, compressing
the gasket height from the original 0.6 mm to 0.4 mm. In theory,
the entire cover (assuming no flex) should have moved 0.2 mm.
The model could be analyzed to determine deflections and stresses
along the length of the assembly. Although the screws were not
shown in the analysis, the appropriate constraints were applied
in the FEA model to simulate their clamping and restraining force.
For the analysis, the
model considered the shield cover material to be a polycarbonate
and acrylonitrile butadiene-styrene (PC/ABS) blend, and the geometry
was modified to show effects of varying moments of inertia. The
PCB was assumed to be 1.57 mm thick and to be a typical FR-4 lay-up.
The gasket was 30.23 mm long, 1 mm wide, and 0.6 mm thick. The
gasket material properties were varied to show the effects of
gasket softness on cover and PCB deflections.
Figures 5–7 are
FEA outputs shown with different colors to indicate the gasket
displacement in millimeters from its original, uncompressed state.
During assembly, the cover material is intended to displace the
gasket 0.2 mm. If the cover experiences no bending, the FEA output
will show a maximum displacement of 0.2 mm and appear in red.
Any color deviation from red indicates bending of the cover.
Conversely, the PCB in
the area of the screw holes was fixed (no displacement) in the
FEA model. Therefore, if there were no bending of the PCB, the
FEA output would show a dark blue color (indicating zero displacement)
after the assembly is compressed. Any deviation from the dark
blue color indicates that the PCB is bending.
Figure
5 shows the output of the FEA model of a high-durometer (i.e.,
harder) gasket used with a PC/ABS cover that has a low-moment-of-inertia
geometry. The center of this weak and flexible cover has little
stiffness to adequately compress the gasket, and has bowed upward
about 0.18 mm, as indicated by the wide dark-blue area in the
middle of the cover. The bowing leaves the gasket almost uncompressed
in the middle between the fasteners, causing higher resistance
values and lower EMI shielding effectiveness in the center section.
 |
Figure
5. Displacement of high-durometer gasket with low-moment-of-inertia
cover geometry. |
Figure
6 shows the same high-durometer gasket with a stiffening rib added
to the cover to create a high-moment-of-inertia geometry. The
cover has deflected only about 0.09 mm, as indicated by the wide
green area in the center. However, because the gasket is still
relatively hard, it has caused the PCB to flex more, as indicated
by the PCB color change from blue to green under the center of
the gasket. This PCB flex of about 0.06 mm could be a problem
for designers. Accounting for PCB and cover flex, the net compression
on the center of the gasket (~0.05 mm) is moderately greater than
in the low-moment-of-inertia geometry shown in Figure 5 and therefore
provides slightly better EMI shielding.
 |
Figure
6. Displacement of high-durometer gasket with high-moment-of-inertia
cover geometry. |
Figure
7 shows the best combination of mechanical parameters. In this
case, the cover has a stiffening rib with a high moment of inertia,
but the EMI gasket is softer (lower durometer). The gasket is
compressed more than adequately between the fasteners (~0.1 mm),
providing very good EMI shielding. The softer gasket material
reduces the deflections of the cover and PCB to more acceptable
levels.
 |
Figure
7. Displacement of softer gasket with high-moment-of-inertia
cover geometry. |
Conclusion
EMI gasket materials
depend on proper compression to achieve sufficient electrical
performance. Consequently, shielding problems with EMI gaskets
often are traced back to mechanical design issues that limit the
amount of compression on the material.
Designing with an eye
toward key mechanical parameters, such as modulus of elasticity,
cross-sectional moment of inertia, the flatness of the cover,
and the distance between fasteners, is essential for improved
device performance and reliability. The choice of material is
critical. Gaskets that have a low durometer (that are inherently
softer) and uniform thickness can help to offset some of the constraints
associated with cover designs, providing increased robustness
and improved shielding effectiveness.
Bibliography
McKay,
Gordon, Standard Handbook for Mechanical Engineers, Beam Theory.
New York: McGraw Hill, 1967.
Reis,
Brad, Handset Mechanical Design Assessment. Elkton, MD:
W. L. Gore & Associates Inc. 1998.
White,
Donald, A Handbook on Shielding Design Methodology and Procedures.
Gainesville, VA: Interference Control Technologies, 1981.
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