Control Circuit 2026 › Tutorial › Chapter 8

Chapter 8: Symbol Editor Basics

Goal Find your way around the Symbol Editor, create your own symbol library, build a small symbol with Pins and a Tag, add data Fields to it, and use it on a Sheet.

Where we are

The built in Symbol Editor provides the tools to create and modify both the symbol libraries and the symbols within them. It also features DXF import of basic symbols, with formatting rules to suit Control Circuit, and with the PRO license, the ability to export high quality PDF symbol library reports suitable for customer and internal document standards.

A symbol is simply a collection of primitives such as circles, lines and rectangles, held in a small XML snippet that can be dropped readily onto a Sheet. As symbols are primarily there to convey electrical components, they also carry text, the primary one being the Tag of the symbol once it is in use on a Sheet.

There are many additional elements that make a symbol smarter, the chief one being the Field. Fields are pre-defined variable placeholders, for example KW, AMPS or FLC. In the Symbol Editor they appear as placeholder text, but on a Sheet they become dynamic and can be populated with specific values for each symbol, ready for reports and other outputs.

In this chapter we cover the basics: the use and management of libraries, creating a symbol, and adding Pins, a Contact Role, a Tag and Fields.

Part 1: Getting around

  1. Open the Symbol Editor

    With Control Circuit open, tap F12 or choose Symbols › Open Symbol Editor…

    The Symbol Editor open on a new blank symbol, with the library tree on the left, the drawing tools beside the canvas and the Symbol properties on the right
  2. Use the dedicated help

    The Symbol Editor is quite comprehensive. For thorough detail of every feature, function and tool, refer to its own help section in the pane on the right-hand side.

    The Symbol Editor Help tab showing the contents tree and the Welcome to the Symbol Editor topic, with the Locked button at the top right

    The help has two modes. When Locked is displayed you can browse and search the help freely. When Live is displayed, the help follows you: hover over or click a menu and the matching topic appears.

  3. Meet the shipped libraries

    There are three shipped libraries: IEC_BASIC, NFPA_BASIC and TERMS_BASIC. As the names suggest, they are only there to get you started. You cannot save changes to a symbol in these libraries, but you can readily modify any symbol and, when you save, you will be prompted to Save As into a custom library.

    You can create any number of libraries with any number of symbols, within the practical limits of actually finding them, so perhaps 200 symbols per library is a good number. Above the library tree is a Filter box that quickly narrows the list.

Part 2: Symbol properties

A symbol has two primary areas of importance, and the first is its own Symbol properties.

The Symbol properties of the 3P Contactor Contact Set: ID, Name, Keywords, Usage, Series, Cat, Type, Tag Seed, Role, W, H and Status, with the Re-Center, Fit Bounding Box, Apply and Save Symbol buttons

Two buttons help with the layout. Re-Center moves the artwork up or down so it sits vertically in the middle of the BB. Fit Bounding Box constrains the BB to the limits of the primitives, so do this before a save.

Press Apply to accept changes, and Save Symbol when you want them written to the library.

Part 3: Pin properties

A symbol is only recognised by Control Circuit as an electrical component if it has one or more points where a wire can attach. These points are called Pins, and they are the second area of importance.

The Pin properties panel: ID, Label, Type, Dir, End Prep, X, Y, Font-size, OffX, OffY and Block Size, with a green circle around the selected pin on the canvas
The End Prep drop down open: not set, Ferrule, Pin Crimp, Fork Crimp, Ring Crimp, Twin Ferrule, Compression Lug, Bimetallic Lug, Solder, Tinned, Bare End, Blade (Male), Receptacle (Female), IDC / Punch Down, Flying Lead and Do Not Terminate

The next five values (X, Y, Font-size, OffX and OffY) are the Pin’s position and the format and position of its text. Last comes Block Size, which sets the size of the connection drawn for the chosen Type, where 1.0 is the default size of a block.

Whenever you make a change, press Apply.

Part 4: Creating a symbol

So, let’s dive in and make a custom symbol.

  1. Create a new library

    Press the + button to the right of the current library name and enter any unique name you choose.

    The plus button beside the library list outlined, with a green arrow to the New Library dialog containing the identifier CUSTOM_LIB
    Avoid shipped names If you enter IEC_BASIC, a User version of that library is created, so it is best to avoid names that look like the shipped libraries.
  2. Start a blank symbol

    We are now in a shiny new empty library. If any existing symbol is showing, close it with File › Close Symbol, or for completeness choose File › New Symbol to start afresh.

    Set some basic values for ID, Name and Cat, and be sure to tick Work in Progress. Remember that the Tag Seed matters: it is what the symbol’s Tag starts life as on a Sheet, so choose one that suits the device. Pick one from the list, or type your own. Only the code itself is saved, so after a reload the box shows just the letter, here U. Press Apply and then Save Symbol. You will be warned that there are no Pins. That is fine for now, so press Yes.

    The Symbol properties filled in: ID SYM_ALPHA, Name My Alpha Device, Tag Seed U, W 6.0, H 10.0, Work in Progress ticked, and Save Symbol marked with an asterisk

    As we ticked Work in Progress, we can now see the effect in the library explorer: the symbol is listed in its category and also in a Work in Progress group at the top.

    The library tree for CUSTOM_LIB (User) with a Work in Progress group and a Black Box category, both listing My Alpha Device marked WIP
  3. Place a Pin

    Next, let’s drop a connection Pin onto the symbol. Hover over any tool icon to see its purpose. When you get to Place Circuit Pin, press it, then click on the red origin cross.

    The Place Circuit Pin tool in the toolbar with its tooltip showing
    Missed the cross? If you miss, you will get an off grid warning. That is fine: just proceed, then grab the Pin and move it to the centre of the red cross.

    Enter the values as required: here a Pin ID of A1, a Label of + and a Direction of North.

    The Place Pin dialog with Pin ID A1, Label plus and Direction North, the ID and Label fields outlined

    You should have something like this. Tap Esc to put the Pin tool away, or press the Pointer icon at the top of the toolbar.

    The new Pin A1 sitting on the red origin cross with its plus label
  4. Copy it to make the second Pin

    Hover over the Pin’s block and it glows yellow; select it and it turns orange. Press Ctrl+C then Ctrl+V to copy and paste, then use the keyboard arrows to move the copy until X is 0 and Y is 10.

    Important! For Pins to connect correctly they should always sit on a 5 mm grid and pitch.
    The copied pin A1_Copy selected in orange below the original, with the Pin properties showing X 0.0 and Y 10.0 and a green arrow pointing at them

    With the copied Pin still selected, update its parameters as required (here an ID of A2, a Label of - and a Direction of South), then tap Apply.

    The copied pin's properties changed to ID A2, Label minus and Dir South
  5. Draw the body

    Use the line and rectangle tools to complete a layout as desired.

    Green arrows pointing at the line and rectangle tools, beside a rectangle drawn between pins A1 and A2 with a dashed red bounding box

    You can see the bounding box has turned red, meaning some primitives are outside it. Now is the time to press Fit Bounding Box to sort that out.

Part 5: Contact Roles in a symbol

If we know that a certain symbol will usually represent a certain Contact Role, we may optionally choose that role and set it as the default in the symbol. When the symbol is brought onto a Sheet, its Role will show something like None (Inherit: MAIN). If you leave the Role out at the symbol stage you can still choose one on the Sheet, and if you do set one in the symbol you can still change it on the Sheet.

Once a Role has been selected in the Symbol Editor, a diamond glyph is shown on the symbol. The M denotes MAIN, and the CT beneath it stands for the Contact Table, which a MAIN element carries. You can mouse down on the diamond and move it to suit. Once the symbol is in use on a Sheet you will also have Role X and Role Y values to fine tune the position if required.

The Role drop down set to MAIN, with a green arrow to the orange M diamond and its CT text below the symbol

In the next example the Role is set to NO (Normally Open), so the diamond displays an O. Normally Closed shows a C and AUX shows an A.

The Role drop down set to NO, with a green arrow to the orange O diamond

Finally, here is a symbol with an assigned Contact Role once it has been brought onto a Sheet. As this is a MAIN element, you will notice that Browse Parent Coils… is greyed out: only the child roles (NO, NC and AUX) need to find a parent.

A placed symbol with its Cross Reference section showing Role None (Inherit: MAIN), a greyed Browse Parent Coils button, Role X 0.0 and Role Y 14.0, and a green arrow to the M diamond

Part 6: Adding Fields

Now for Fields. The default and most critical one is for the Tag.

  1. Add the Tag field

    Press the Field tool, click down anywhere, then select TAG (the default) and press OK.

    The Add Data-Bound Field dialog with the Field name TAG chosen, and a green arrow pointing at the Field tool

    As the dialog notes, field values are resolved by Control Circuit once an actual instance of the symbol is placed on a Sheet. Press Esc to put the Field tool away, then select the [TAG] placeholder to see its properties.

    The Text / Field properties for the TAG placeholder: X, Y, Font-size, Anchor, Rotation, Colour and Field
    Note Once a particular system field such as TAG has been used on a symbol, it no longer shows in the selection list.
  2. Add a couple more

    There are lots of Field values built in, and you can add some custom ones too (see Tools › Configure › Field Values). Add a couple more Fields, any you like, and then we will see how they behave on a Sheet.

    The symbol with the placeholders [TAG], [VOLTAGE] and [CURRENT] stacked beside it

    Save your symbol and close the Symbol Editor (F12 closes it too).

Part 7: Using your symbol

  1. Select your library

    Back in the main editor, open the Symbols tab and ensure your new custom library is selected.

    The Symbols tab with the library drop down open, CUSTOM_LIB (User) ticked above IEC_BASIC, NFPA_BASIC and TERMS_BASIC
  2. Fill in the Field values

    Drag the symbol onto the Sheet, select it and expand the Fields section of its Properties panel. Now you can enter specific values for that symbol. Be sure to press Apply after any update!

    The placed symbol selected, with the Fields section open showing empty VOLTAGE and CURRENT entries and an Apply button

    Until the symbol is numbered, its Tag shows the Tag Seed (the U here) rather than a finished Tag.

    Handy tip Control Circuit’s engines do not themselves collect any data from custom Field values, but it is a trivial matter to write a script that parses the Sheet XML files and aggregates the information in these Fields.
  3. Recall the last symbol

    Back in the Symbol Editor, if you want your last symbol to be recalled automatically the next time it opens, tick Options › Recall Symbol.

    The Symbol Editor Options menu with Recall Symbol ticked and outlined
  4. Mark the symbol as finished

    And for completeness: when the design is done, untick the symbol’s Work in Progress box, press Apply and save. The library explorer then shows it as a completed symbol, and the Work in Progress group disappears.

    The library tree showing My Alpha Device under Black Box with no Work in Progress group, and a green arrow from it to the Work in Progress tick box, now unticked

What you just did

Next

That is a whirlwind tour of the Symbol Editor and of creating a symbol. There is much more to discover, but for today we will wrap up.

In the next chapter we turn to the Border Manager: how a Sheet’s Border is built and managed using our interactive XML and WYSIWYG editor, and including the grid references that drive the Grid numbering methods we met in Chapter 7.