Creating Manufacturing Documentation

This lesson will demonstrate how to create manufacturing documentation with LiveDoc in OrCAD X Presto.

To follow along, continue with the design from the previous lesson or download the starting materials from the Materials tab of this lesson.

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Adjusting Silkscreen Text

Note: Before manufacturing documentation is created, the silkscreen should be adjusted.

Step 1: In the Selection Filter, disable All Objects and enable Text.

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Configuring Visibility Settings in OrCAD X Presto

Step 2: In the Visibility panel select the Layers mode.

Step 3: Under Components, disable visibility for Pin_Number and enable visibility for the following:

  • Silkscreen Text
  • Silkscreen Reference Designator
  • Assembly Textfor the Top components
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Adjusting Reference Designators in OrCAD X Presto

Step 4: Click and drag to adjust the silkscreen and reference designators so they are in the same orientation and on top of their respective components.

Note: Press R on the keyboard to rotate as needed. Press Delete to delete any unnecessary text.

Step 5: For U1 and the LED, change the reference designator text block to 17 in the Properties panel.

Creating Manufacturing Documentation

Step 6: Select Manufacturing > LiveDoc > Create New from Template from the menu.

Note: To access existing LiveDoc data, select Manufacturing > LiveDoc > Open from the menu. LiveDoc opens in the same window of Presto. The Fabrication page is automatically generated and opened containing a top and bottom view of the board, as well as a stackup chart and stackup table.

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Modifying Documentation Properties in OrCAD X Presto

Step 7: View the Properties panel on the right side of LiveDoc. The Properties panel lets you set the page name and size for the documentation.

Adding Drill Documentation

Step 8: Select the top view of the board in the top left. Press Delete on the keyboard.

Note: This view will be added to its own page later.

Step 9: Select the bottom view of the board in the bottom left. Press Delete on the keyboard.

Step 10: Select Place to expand the Placement panel. This panel contains templates for several PCB views including artwork, fabrication, and assembly. The panel can be undocked like any panel in Layout.

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Selecting the Drill Drawing

Step 11: Select Drill Drawing 1-3.

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Creating Drill Drawings in LiveDoc

Step 12: Click to place the drill drawing in the canvas.

Step 13: With the drill drawing selected, in the properties panel set the scale to 2x. Click and drag to adjust the drawing as needed.

Note: With the artwork selected, the Properties Panel allows you to efficiently modify the following:

  • Title
  • Size and Position
  • Scale
  • Rotation

Step 14: Click and drag the text “Drill Drawing 1-3” to move it to the bottom-center of the drawing.

Step 15: With the text selected, in the Properties panel, change the font size to 25.

Step 16: Open the Place panel and select Drill Chart 1-3.

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Adding Drill Charts in LiveDoc

Step 17: Click and drag to draw the drill chart. Release the mouse button when the chart is about the height of the drawing.

Step 18: Select the chart. In the Properties panel, change the font size to 25.

Note: The Properties panel allows you to configure various aspects of the drill chart including:

  • Sorting method
  • Columns included (tolerance, tool size, etc.)
  • Units
  • Font
  • Alignment
  • Size and position
  • Title

Step 19: Select the existing stackup chart. In the Properties panel, change the font size to 20.

Note: In the Properties panel, the stack up chart can be customized to include:

  • Layer thicknesses
  • Material names
  • Tolerances

Step 20: Select the existing stackup table. In the Properties panel, change the font size to 25.

Adding Dimensions

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Step 21: Click to select the Linear Dimension mode from the toolbar.

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Note: Other dimension options are also available, including:

  • Ordinate
  • Angular
  • Standard Leader
  • Diametrical Leader
  • Radial Leader
  • Balloon Leader
  • Chamfer Leader
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Step 22: Click to select the bottom-left corner of the board in the drill drawing.

Note: The selection crosshairs turn white when a selectable object is under the cursor.

Step 23: A dimension object is created. Click to select the bottom-right corner of the board.

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Placing Dimensions in LiveDoc

Step 24: Click to select the position of the dimension to place it.

Note: By default, dimensions are printed in mils. This will be changed later.

Step 25: Select the Select mode from the toolbar or press Escape on the keyboard.

Step 26: Select the width dimension. In the Properties panel, set the Primary Units to mm and the font size to 20.

Note: The dimension changes to 100mm.

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Step 27: Select Set as Default.

Note: This will configure the units and font size for future dimensions.

Step 28: Click to select the Linear Dimension mode from the toolbar.

Step 29: Click to select the top-left corner of the board followed by the bottom-left corner of the board to dimension the board height.

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Dimensions in LiveDoc

Step 30: Click to select the position of the dimension to place it.

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Step 31: Click to place dimensions between the mounting holes on each edge of the board.

Step 32: Press Escape or select the Select mode from the toolbar when finished.

Modifying Assembly Drawings

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Step 33: In the navigation bar at the bottom of LiveDoc, select Assembly from the Select Page dropdown.

Note: The Assembly page opens containing an assembly top and assembly bottom drawing by default.

Step 34: Select the Assembly Bottom drawing in the bottom left and press Delete on the keyboard.

Step 35: Select the Assembly Top drawing. In the Properties panel, set the Scale to 3.

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Modifying Artwork with LiveDoc in OrCAD X Presto

Step 36: Click and drag to move the drawing closer to the center of the board.

Adding Additional Drawings

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Adding a New Page in LiveDoc

Step 37: Select Add Page in the navigation bar.

Step 38: The new page opens automatically. In the Properties panel, set the page name to TOP.

Step 39: Open the Place panel and select TOP under Artwork to place the top film.

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Placing the Artwork Films in LiveDoc

Step 40: Click to place the film in the center of the page.

Step 41: Select the artwork film. In the Properties panel, enter 3 for the Scale.

Step 42: Open the Visibility panel. Enable visibility for the Design Outline under Geometries.

Step 43: Click and drag the text “TOP” to move it to the bottom-center of the drawing.

Step 44: With the text selected, in the Properties panel, change the font size to 25.

Step 45: Repeat steps 37-44 with the following films:

  • POWERPLANE_1
  • BOTTOM
  • SILKSCREEN TOP (labeled SSTP)
  • SOLDERMASK TOP (labeled SMTP)
  • SOLDERMASK BOTTOM (labeled SMBT)
  • SOLDERPASTE TOP (labeled SPTP)

Step 46: Select File > Export PDF.

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Note: A PDF can be quickly generated and shared with co-workers for efficient design review and collaboration.

Step 47: Close the PDF.

Step 48: Select File > Save as Template.

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Note: Here you can provide a name for the template and save the document configuration for efficient reuse in future designs. Templates and titleblocks can be configured by selecting Edit > Preferences > LiveDoc > Defaults from the OrCAD X Presto menu.

Step 49: Click Cancel.

Note: Any changes made in the PCB canvas are automatically updated in the LiveDoc documentation in real-time, eliminating documentation errors and improving efficiency.

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