Hardware Prototype Timeline


flux

The enclosure revision failed as a verification artifact, not necessarily because the overall v2c enclosure concept is wrong. The generated views were not reliable enough to prove that the selected parts, cables, and service motions physically fit, so I did not use them to authorize PCB changes.
What is resolved
The UI architecture is now clear:
  • The OLED and pushable encoder will share J9’s 3V3, GND, I2C_SDA, and I2C_SCL.
  • A smart I²C encoder avoids adding raw encoder A/B/push connections to the PCB.
  • The approved visual direction remains the screw-joined translucent enclosure with exposed controls, a guarded tube hatch, and a removable rear panel.
What remains unresolved
  1. OLED mounting
    • The candidate OLED PCB is about 29.2 × 26.7 mm.
    • The existing 36 × 24 mm opening is too large to retain it directly.
    • It therefore needs a carrier or bezel with verified screw locations, display alignment, panel thickness, and cable clearance.
    • That bezel would be visible, so it must be shown accurately before changing the detailed enclosure.
  2. Encoder mounting
    • The encoder electronics are suitable in principle, but the complete mechanical stack is not qualified.
    • We need to verify the threaded bushing, washers and nut, panel opening, 3 mm panel thickness, remaining shaft length, knob engagement, and push-button travel.
    • Without this, the knob might rub the panel, sit too far out, or lose its push function.
  3. Rear power inlet
    • A specific threaded panel-mount DC jack still needs to be fixed.
    • Its cutout, anti-rotation feature, nut clearance, solder-terminal depth, plug overmold, cable bend radius, and disconnect arrangement must fit the removable rear panel.
    • Rear-panel removal must not pull directly on solder joints or require cutting wires.
  4. Heater and thermal wiring
    • The heater block and tube holder are custom mechanical assemblies, not components already represented on the PCB.
    • The exact heater cartridge, block dimensions, thermal cutoff mounting, NTC packaging, thermocouple junction, strain relief, and thermal isolation still need qualification.
    • The proposed fine thermocouple wire is not directly compatible with the existing JST-XH contact range, which expects substantially larger conductors. A mechanically sound transition is required.
  5. Cable and service sweeps
    • We have not yet demonstrated that all plugs can be inserted and removed.
    • Cable bends must avoid the PCB, supports, hatch, optical chamber, and hot surfaces.
    • The rear panel must be removable with sufficient service slack.
    • The PCB/base assembly must remain removable without trapping the UI, power, heater, or sensor harnesses.
Why PCB routing is still on hold
The connector positions determine where the harnesses enter the enclosure and how much bend space they require. If one of those connectors needs to move after routing cleanup, the newly routed copper may need to be discarded.
Once those positions are mechanically frozen, I can make a surgical cleanup around U5, R9, R10, and D4 while preserving unrelated copper. That work will particularly address the wide HEATER_LOW_SIDE trace passing R10 with only about 0.36 mm local copper separation. It technically passes the present clearance rule, but it is poor margin in a noisy switching area.
So the current status is: the electrical UI strategy is selected, but the exact mounting and harness geometry are not yet proven. The PCB has deliberately been left unchanged until that proof is available.
what's the next step?

flux

The next step is to finish the mechanical harness package before touching PCB routing:
  1. Select exact OLED mounting hardware/bezel, encoder mounting stack, and panel-mount DC jack.
  2. Define the heater block, cartridge heater, thermal cutoff, NTC, thermocouple transition, connectors, and strain relief.
  3. Update the approved v2c enclosure with those exact geometries.
  4. Verify plug insertion, cable bends, rear-panel withdrawal, and base removal.
  5. Freeze connector positions.
  6. Then clean only the U5/R9/R10/D4 switching area and rerun DRC/airwire checks.
The immediate actionable item is exact part selection and dimensioned mechanical modeling for the UI, power inlet, and heater assembly.

Project Specification
Project Overview
  • Status: Review
  • Product: Standalone, single-tube colorimetric RT-LAMP reader.
  • Revision: Rev 1 learning prototype.
  • Scope: Instrumentation only. It heats and optically measures one externally prepared, target-specific RT-LAMP reaction per run in a sealed 0.2 mL PCR tube.
  • Exclusions: Assay chemistry development, saliva preparation, clinical diagnosis, pathogen identification logic, and clinical validation.
System-Level Goal
Develop the engineering foundation for a future research platform that can evaluate target-specific RT-LAMP assays for respiratory viruses. Separate COVID-19, influenza A, influenza B, or other target results require separate validated reactions and controls, or a future validated multiplex chemistry with distinguishable signals. The one-tube, one-color Rev 1 architecture cannot distinguish several targets in one reaction.
Rev 1 will prove only the reusable instrument functions: safe preheated isothermal incubation, repeatable time-series color measurement, standalone operation, fault handling, and export of engineering data. It will not prove a pathogen assay or a complete saliva workflow.
Intended Use
  • Indoor benchtop research and education.
  • Operated by the builder using established research-use-only reagents and procedures.
  • The user inserts a sealed reaction tube, closes the optical lid, selects a run profile, starts the cycle, and observes temperature, time, and color measurements.
  • The device must be labeled Research Use Only — Not for Diagnostic Use.
What the Device Should Do
  • Accept one standard 0.2 mL PCR tube.
  • Heat the reaction zone to a configurable isothermal setpoint, initially centered on 65 °C.
  • Hold temperature with a design target of ±0.5 °C after settling.
  • Run configurable 30–60 minute cycles.
  • Preheat the empty block, prompt for safe insertion of a room-temperature sealed tube, and start assay timing only after the reaction liquid reaches the validated temperature band.
  • Illuminate the tube consistently and measure color change without opening it.
  • Display measured temperature, setpoint, elapsed/remaining time, normalized color metric, heater state, and faults.
  • Allow the user to label each sequential run as sample, no-template control, positive control, or sample/process control and associate it with a run-set ID.
  • Store calibration constants and the last run summary locally.
  • Export raw time-series measurements through the service USB interface in CSV format.
  • Shut down the heater on sensor failure, overtemperature, timeout, lid-open condition, or firmware watchdog fault.
Main Features
  • Single light-tight optical chamber within a transparent learning enclosure.
  • Aluminum tube heater block with embedded heater and temperature sensor.
  • Controlled LED illumination and digital color sensor.
  • Small OLED display and pushable rotary encoder.
  • Rear low-voltage DC input from a certified external adapter.
  • Visible, connectorized internal subsystems for learning and service.
  • Optional service USB/debug connector; not required for normal operation.
System Architecture
The external adapter powers an input-protection stage. A switched heater rail drives the resistive heater through a MOSFET. A regulated logic rail powers the microcontroller, display, color sensor, memory, and safety sensing. The microcontroller performs closed-loop temperature control, sequences optical readings, operates the UI, records calibration, and enforces independent fault limits.
Hardware Subsystems
Power Input and Protection
  • Certified external low-voltage DC adapter; preliminary architecture assumes 12 V nominal.
  • Reverse-polarity protection, input fuse or resettable protection, transient suppression, power switch, and bulk capacitance.
Thermal Control
  • Machined or drilled aluminum block shaped for a 0.2 mL PCR tube.
  • Low-voltage resistive cartridge or embedded heater, MOSFET switched with PWM.
  • Primary block temperature sensor plus an independent overtemperature cutoff path.
  • Thermal insulation between block and printed enclosure.
Optical Measurement
  • Opaque chamber around the tube despite the transparent outer enclosure.
  • Controlled broad-spectrum or RGB LED illumination.
  • Digital RGB/clear color sensor viewing the reaction volume through a repeatable geometry.
  • Dark and reference calibration routines; ambient light rejection by enclosure and measurement sequencing.
Compute and Storage
  • Low-cost microcontroller with ADC, timers/PWM, I2C, nonvolatile memory, watchdog, and service programming/debug support.
  • No wireless connectivity in Rev 1.
User Interface
  • Small I2C OLED.
  • Pushable rotary encoder for selection, adjustment, start, cancel, and acknowledgement.
  • Electrical implementation remains under review: the live J9 interface is 3.3 V I2C, not raw encoder A/B/SW. A J9-connected I2C encoder/OLED distribution is a candidate only; exact modules, power/bus budget, firmware and panel mounting must be qualified before adoption. Do not repurpose optical J7/J8.
  • Optional buzzer for completion and fault alerts.
Safety and Fault Handling
  • Heater defaults off at reset and during programming.
  • Hardware-biased MOSFET gate pulldown.
  • Required G4A00091C one-shot thermal cutoff in series with heater power; exact mounting, insulation, thermal coupling and fault response remain subject to validation. Do not substitute a different temperature variant or thermostat without an approved architecture change.
  • Firmware bounds for temperature plausibility, heating rate, maximum heater-on time, and maximum block temperature.
  • Lid interlock or lid-presence switch prevents optical measurement and can pause/abort heating.
Interfaces and Connections

Table


InterfacePurpose
12 V DC inputExternal certified adapter
Heater outputPWM-switched high-current load
Primary temperature inputClosed-loop block temperature
Independent thermal cutoffHardware heater interruption
I2C busOLED, color sensor, optional EEPROM
Encoder user inputRequired function; raw A/B/SW is not exposed by existing J9. I2C encoder interface is a candidate pending review.
Lid switchOptical and thermal safety state
SWD/UART/USB service portFirmware programming and debug
Assay and Sample Interface Requirements
  • Rev 1 accepts a sealed nominal 25 µL reaction in a 0.2 mL PCR tube; a validated assay may define another volume within the tube and optical geometry limits.
  • Collection method, saliva pretreatment, extraction or inactivation chemistry, sample input volume, and acceptable pH/buffer conditions are assay-level inputs and must be documented before biological testing.
  • The instrument records the pre-incubation optical baseline. A baseline outside the assay-specific calibrated range is reported as an invalid input condition rather than amplification.
  • A run set is interpretable only when its required target-specific positive, negative, and sample/process controls pass their predefined criteria.
  • The instrument reports research measurements and control status, never a patient diagnosis.
Power and Runtime Expectations
  • Wall-powered; no battery or charging circuitry.
  • Preliminary maximum input power target: 30 W or less.
  • Normal run dominated by heater power during warm-up; lower duty cycle at steady temperature.
  • Electronics remain powered after a run while the heater is disabled.
Power Tree and Power Budget
  • 12 V protected input.
  • Direct protected 12 V heater rail, switched by an N-channel MOSFET.
  • 12 V to 5 V buck rail for peripherals if required.
  • 5 V to 3.3 V regulation or a direct 12 V to 3.3 V buck for logic.
  • Detailed preliminary estimates are maintained in the Power Budget project file.
Manufacturing and Assembly Expectations
  • One-off learning prototype with room for measurement and rework.
  • Prefer readily available components and hand-accessible connectors.
  • PCB assembly may be outsourced; mechanical heater block and enclosure assembled manually.
  • Include labeled test points for input power, logic rails, heater gate, temperature sensor, I2C, reset, and ground.
  • Use a 2-layer board if noise and thermal routing permit; move to 4 layers only if layout review justifies it.
Firmware-Relevant Hardware Requirements
  • Deterministic PWM and periodic temperature sampling.
  • PID or bounded proportional control with configurable setpoint and duration.
  • Color sampling with LED-off dark measurement and LED-on measurement.
  • Calibration storage with versioning and reset-to-default function.
  • Watchdog, brownout handling, sensor plausibility checks, and fault logging.
  • Bootloader/programming access without opening the optical chamber.
Physical Design Expectations
  • Transparent 3D-printed educational enclosure with visible internals.
  • Opaque removable optical chamber and hinged light-tight tube lid.
  • Sloped front panel with OLED and rotary encoder.
  • Rear DC input and service access.
  • Screw-fastened removable base.
  • Preserved flat-panel candidate base envelope: 160 × 150 mm; roof top z=103 mm and hatch envelope top z=118.5 mm relative to PCB top z=0. Base bottom z=−14.4 mm gives a nominal132.9 mm overall vertical envelope including hatch. These are candidate geometry bounds, not manufacturing-release dimensions.
  • Actual PCB envelope: 100 × 100 mm. The earlier100 × 70 mm planning allowance is superseded; do not resize or move the existing PCB to fit obsolete envelope assumptions.
  • Preserve the approved exposed OLED/encoder flat-panel learning concept and separate opaque guarded chamber, not the sealed-canopy alternative. Current UI openings and blank rear require selected-part interface qualification; no fifth geometry repair is authorized by this update.
  • Hot surfaces inaccessible during normal operation; tube remains removable after cooldown.
Important Design Decisions
  • Colorimetric rather than fluorescence detection for Rev 1.
  • One 0.2 mL PCR tube rather than multiple wells.
  • Standalone UI rather than computer-dependent operation.
  • External certified low-voltage adapter rather than internal mains, USB-PD, or battery power.
  • Transparent learning enclosure with a separate opaque optical chamber.
  • Measurements are presented as research data, not a clinical positive/negative diagnosis.
Assumptions
  • Initial assay profile uses approximately 65 °C for 30–60 minutes; actual validated assay instructions override this.
  • The colorimetric chemistry is compatible with optical sensing through the selected PCR tube.
  • Sample preparation and sealed-tube handling occur outside the instrument.
  • The initial biological workflow and saliva preparation method are intentionally unresolved; schematic capture must not embed a fixed color threshold or disease-specific claim.
  • Exact heater wattage, optical wavelengths, sensor choice, and adapter rating will be selected after thermal and optical characterization.
Acceptance Criteria for Rev 1
  • Warm from 20–25 °C ambient to 65 °C within 10 minutes with a representative sealed tube or thermal dummy.
  • Maintain measured block temperature within ±0.5 °C for at least 30 minutes after settling.
  • After insertion into a preheated block, a nominal 25 µL liquid thermal dummy reaches the validated 65 °C band within 120 seconds; assay timing begins at that point.
  • Liquid temperature remains within ±0.5 °C of the assay target during the timed interval after block-to-liquid offset calibration.
  • Across at least five representative PCR tubes, liquid-temperature variation at steady state is no more than 1.0 °C peak-to-peak.
  • Condensation or evaporation does not obscure the optical region or reduce the reaction-zone liquid volume by more than 5%; failure triggers a heated-lid design review.
  • Hardware cutoff prevents sustained block temperature above the selected safe limit.
  • Repeatable normalized color measurements from fixed reference samples with less than 2% short-term variation under closed-lid conditions.
  • OLED and encoder support setup, start, status, abort, completion, and fault workflows.
  • No exposed mains voltage and no normally accessible hazardous hot surface.
Instrument acceptance criteria above verify the reader only. Separate assay-validation criteria must cover limit of detection, inclusivity, cross-reactivity, positive/negative agreement, invalid rate, controls, specimen type, and sample preparation before any assay-performance claim.
Change Notes
  • 2026-09-24, later concept attempt: Added an unplaced Tensility54-00401 reference STEP and four archived concept-image attempts. Visual review rejected the rear, internal UI and heater images; the front remains an unqualified draft. None supersedes the approved flat-panel concept or authorizes geometry changes. See the latest addendum in harness-fit-review for conditional fit arithmetic and item-level blockers. Routing/mechanical release remains HOLD; complete harness/service sweeps and physical tests were not performed.
  • Rev 1 scope approved as a standalone, single-tube, colorimetric reader with a transparent learning enclosure, OLED/encoder UI, and external low-voltage adapter.
  • 2026-09-24: Reconciled current100 × 100 mm PCB and candidate enclosure bounds, corrected raw-encoder interface wording, and made the mandatedG4A00091C cutoff explicit. See harness-fit-review for evidence and unresolved interface gates. Routing remains HOLD; no schematic, PCB placement, routing or mechanical geometry was changed by this documentation update.
  • Project Overview

  • System-Level Goal

  • Intended Use

  • What the Device Should Do

  • Main Features

  • System Architecture

  • Hardware Subsystems

  • Power Input and Protection

  • Thermal Control

  • Optical Measurement

  • Compute and Storage

  • User Interface

  • Safety and Fault Handling

  • Interfaces and Connections

  • Assay and Sample Interface Requirements

  • Power and Runtime Expectations

  • Power Tree and Power Budget

  • Manufacturing and Assembly Expectations

  • Firmware-Relevant Hardware Requirements

  • Physical Design Expectations

  • Important Design Decisions

  • Assumptions

  • Acceptance Criteria for Rev 1

  • Change Notes