Carbide 3D Shapeoko Z-Plus Assembly Manual
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Carbide 3D Shapeoko Z-Plus Assembly Manual

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Z-Plus Upgrade
ASSEMBLY GUIDE
support@carbide3d.com
docs.carbide3d.com
1
8/26/2020
Version 1.0

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Summary of Contents for Carbide 3D Shapeoko Z-Plus

  • Page 1 Z-Plus Upgrade ASSEMBLY GUIDE support@carbide3d.com docs.carbide3d.com 8/26/2020 Version 1.0...

  • Page 2: Table Of Contents

    Table of Contents Introduction ........................3 Inventory .......................... 4 Disconnect the BitSetter ....................7 Part 1: Disassembly ......................8 Disassemble the Existing X/Z-Carriage ....................8 Part 2: Assembly & Installation ..................11 Install the Drag Chain Support System .................... 15 Insert the Proximity Switch Cables into the Drag Chain ..............

  • Page 3: Introduction

    Introduction We’re here to help! If you encounter any issues during assembly, please contact us at: support@carbide3d.com The Z-Plus kit includes everything you need to upgrade your existing X/Z-carriage to the Z-Plus (X/Z+). The Z-Plus kit also includes new inductive proximity switches to replace the original homing switches. There are minor differences in the installation procedures between Shapeoko 3, XL, and XXL models AND between Shapeoko models shipped pre-Dec 2019 and post-Dec 2019.

  • Page 4: Inventory

    Inventory Figure 1 Z-Plus Upgrade Kit Contents The Z-Plus upgrade comes with the components listed in the table below and shown in Fig. 1. Item Description X/Z+ Carriage (Z-Plus) M5 × 10mm Socket Head Cap Screw Tramming Plate M5 × 8mm Socket Head Cap Screw support@carbide3d.com docs.carbide3d.com 8/26/2020...
  • Page 5 Proximity Switch Cable Kit X-Axis Proximity Switch (2675mm for XXL, 2350mm for XL, and 712mm for Shapeoko 3) Y-Axis Proximity Switch (2540mm for XXL, 2200mm for XL, and 610mm for Shapeoko 3) Z-Axis Proximity Switch (200mm for XXL, 200mm for XL, and 610mm for Shapeoko 3) Z-Axis Proximity Switch Extension Cable (2438mm for XXL, 2235mm for XL, no extension for Shapeoko 3) PCB Riser Board...
  • Page 6 Shapeoko Carryover Components The Z-Plus upgrade requires several parts from the existing machine. All components and hardware to be carried over are listed in the table below and shown in Fig. 2. Throughout this guide, carryover parts will be called out by the words: CARRY OVER.

  • Page 7: Disconnect The Bitsetter

    Disconnect the BitSetter Machines With BitSetter: Please complete the following steps before moving on to Disassembly on page 8. Before beginning the Z-Plus upgrade: 1. Connect your machine to Carbide Motion. a. Plug in your USB cable. b. Open Carbide Motion. c.

  • Page 8: Part 1: Disassembly

    Part 1: Disassembly Disassemble the Existing X/Z-Carriage NOTE: As you complete the disassembly process, you may find it helpful to keep each CARRY OVER component and its associated hardware together and away from the new Z-Plus parts to avoid any mix ups. Disconnect Cables and the X-Axis Belt 1.
  • Page 9 Remove the Homing Switches, Drag Chain, and X/Z-Carriage 1. Remove the Z-Axis homing switch plate from the front of the X/Z-carriage. See Fig. 3. a. Use a 3mm hex key to remove the four (4) M5 ×10mm BHCS securing the plate. (No need to separate any of the switches from their mounting plates.) 2.
  • Page 10 a. Use an 8mm wrench and a 4mm hex key to remove the two (2) M5 nuts and two (2) M5 × 16mm SHCS. 8. Remove the lower two V-wheels from the X/Z-carriage. a. Hold the eccentric nuts steady with an 8mm wrench and use a 3mm hex key to remove the V-wheels. 9.

  • Page 11: Part 2: Assembly & Installation

    Part 2: Assembly & Installation Assembly Tips We recommend assembling as much of the Z-Plus as possible before installing it onto the Shapeoko; this process is described in the steps below. NOTE: The application of a blue (i.e. light/medium grade) thread locker is at your discretion. We suggest adding it post-assembly if any screws happen to work their way loose during use.
  • Page 12 M5 washers (shims). Set them aside. 4. Install the X-motor. See Fig. 10. a. Align the X-motor with the four (4) standoffs, Carbide 3D label facing down Figure 10 toward the idlers. b. Use a 4mm hex key and four (4) M5 ×...
  • Page 13 Assemble the Z-Plus — Front Z-Plus Upgrade Kit + Carryover Components: Item Description Tramming Plate M5 × 8mm Socket Head Cap Screw Z-Axis Proximity Switch (200mm XXL, 200mm XL, and 610mm Shapeoko 3) M3 × 18mm Socket Head Cap Screw Spindle/Router Mount [CARRYOVER] M5 ×...
  • Page 14 Install the Tramming Plate to the Z-Plus 1. Install the tramming plate to the front of the Z-Plus. See Fig. 13. a. Align the tramming plate with the four available M5 holes. b. Use a 4mm hex key and four (4) M5 × 8mm SHCS to secure.

  • Page 15: Install The Drag Chain Support System

    Install the Drag Chain Support System Shapeoko 3 Machines: Skip ahead to the “Install the Z-Plus” section on page 21. Install the Y-Axis Head Bracket Z-Plus Upgrade Kit: Item Description Y-Axis Drag Chain Head Bracket M5 Nut M5 × 16mm Socket Head Cap Screws 1.
  • Page 16 • Post-Dec 2019 extrusion rails. See Fig. 17. o X-Rail: Sixteen M4 threaded screw holes. o Y1-Rail: Two M5 threaded screw holes on the left-side of the rail and four M4 threaded screw holes along the top of the rail. Figure 17 Install Drag Chain Supports Pre-Dec 2019 Rails: You will need to install the four (4) included drag chain support PLATES.
  • Page 17 1. Attach one (1) middle support plate and one (1) tail support plate onto the X-rail. See Fig. 18 (image from rear). a. Measure and mark 5” and 19 ½” from the Y1-carriage. b. Clean support plates AND rail, on the far side (Y2-side) of each mark, with an alcohol wipe.
  • Page 18 Install the Drag Chain Support Brackets [Post-Dec 2019 Rails ONLY] Z-Plus Upgrade Kit: Item Description Drag Chain Middle Support Bracket Drag Chain Tail Support Bracket M4 × 6mm Socket Head Cap Screw Drag chain support brackets install flange down to the horizontal sets of M4 screw holes on the extrusion rails.

  • Page 19: Insert The Proximity Switch Cables Into The Drag Chain

    Insert the Proximity Switch Cables into the Drag Chain Install the Proximity Switch Cables Z-Plus Upgrade Kit: Item Description X-Axis Proximity Switch Cable (2675mm XXL and 2350mm XL) Y-Axis Proximity Switch Cable (2540mm XXL and 2200mm XL) Z-Axis Proximity Switch Extension Cable (2438mm XXL, 2235mm XL) 1.
  • Page 20 3. Insert the proximity switches and extension cable into the drag chain. See Fig. 22. NOTE: Position the female end of the gray Z-Axis proximity extension cable at the tail of Y-Axis drag chain. a. Insert the X-Axis proximity switch cable and the gray Z-Axis proximity switch extension cable through both the Y-Axis and X-Axis portions of the drag chain.

  • Page 21: Install The Z-Plus

    Install the Z-Plus Install the Z-Plus onto the X-Rail Z-Plus Upgrade Kit (removed from the Z-Plus in a previous step): Item Description V-Wheel M5 Washer (Shim) M5 × 25mm Socket Head Cap Screw 1. Place the Z-Plus onto the front of the X-rail, aligning the top V-wheels with the upper V-rail.
  • Page 22 Install the X-Axis Belt Carryover Components: Item Description X-Axis Belt and Hardware: Belt Clip (1), and M5 × 10mm Socket Head Cap Screw (1) [CARRYOVER] 1. Install and tension the X-Axis belt. See Fig. 24 and Fig. 25. a. Feed the free end of the belt under the idlers on the back of the Z-Plus.

  • Page 23: Install The Drag Chain

    Install the Drag Chain Shapeoko 3 Machines: Skip ahead to the “Install the Proximity Switches” section on page 25. Install the Drag Chain to the X- and Y1-Rails Z-Plus Upgrade Kit: Item Description M3 × 4mm Flat Head Screw 1. Position the X-rail to the back of the machine. 2.
  • Page 24 3. Secure the drag chain to the rails. See Fig. 27. a. Secure the head of the Y-Axis drag chain to the head bracket on the outside of the Y1-carriage. i. Use a 2mm hex key and two (2) M3 × 4mm FHS to secure. b.

  • Page 25: Install The Proximity Switches

    Install the Proximity Switches Install the X-Axis Proximity Switch to the Mount Z-Plus Upgrade Kit: Item Description X-Axis Proximity Switch (2675mm XXL, 2350mm XL, and 712mm Shapeoko 3) M3 × 18mm Socket Head Cap Screw 1. Attach the X-Axis proximity switch to the mount installed on the rear of the Z-Plus.
  • Page 26 Install the Y-Axis Proximity Switch Z-Plus Upgrade Kit: Item Description Y-Axis Proximity Switch (2540mm XXL, 2200mm XL, 610mm Shapeoko 3) M3 × 18mm Socket Head Cap Screw Y-Axis Proximity Switch Mount M5 × 35mm Socket Head Cap Screw 1. Install the Y-Axis proximity switch mount to the outside of the Y2-carriage.
  • Page 27 Connect Z-Axis Proximity Switch to Extension Cable Shapeoko 3 Machines: Skip ahead to the “Connect Cables to the Carbide Motion Board: Shapeoko 3 Instructions” section on page 29. Z-Plus Upgrade Kit: Item Description Z-Axis Proximity Switch (200mm XXL, 200mm XL, 610mm Shapeoko 3) Z-Axis Proximity Switch Extension Cable (2438mm XXL, 2235mm XL, no extension Shapeoko 3) 1.

  • Page 28: Connect The Wiring

    Connect the Wiring Connect the Motors 1. Connect the X- and Z-motor lead cables to their labeled extension cables at the rear of the Z-Plus. a. Both the X- and Z-motor extensions exit the head of the X-Axis drag chain behind the Z-Plus. b.
  • Page 29 Shapeoko 3 Instructions Shapeoko 3 Machines: Your Carbide Motion board should be installed upside down. Plug the PCB riser board into the Carbide Motion board. See Fig. 32. a. Plug the PCB riser board into the 2 × 8 open bank of pins in the bottom-left of the Carbide Motion board.

  • Page 30: Cleanup The Cables

    Cleanup the Cables Secure Cables at Y1-Carriage and Z-Plus Shapeoko 3 Machines: Skip ahead to the “Secure Cables Along the X-Rail” section on page 31. Z-Plus Upgrade Kit: Item Description Cable Ties Several 1. Secure the cables crossing the Y1-carriage plate. See Fig.
  • Page 31 Secure Cables Along the X-Rail Pre-Dec 2019 Rails (see page 15-16): Clean up cables at the rear of the X-rail using the self adhesive cable tie mounts already attached to your X-rail. Complete the instructions in “Cable Cleanup — Pre-Dec 2019 Rails ONLY”...
  • Page 32 Cable Cleanup — Post-Dec 2019 Rails ONLY Shapeoko 3 Machines: You will only use four (4) cable tie mounts and four (4) M4×6mm BHCS. Z-Plus Upgrade Kit: Item Description Cable Tie Mounts M4 × 6mm Button Head Cap Screw Cable Ties Several 1.

  • Page 33: Part 3: Post Installation

    Part 3: Post Installation Tramming Instructions Tramming the Z-Plus Tramming your spindle means ensuring the cutter head (Z-Axis) is perfectly perpendicular to the level work surface in both left-to-right tilt (tilt about the Y-Axis) and front-to-back tilt (tilt about the X-Axis). Another way to look at it is: you are ensuring the spindle MOUNT is completely parallel to the level work surface.
  • Page 34 You might need to repeat this process a few times doing a small surface cut in between each adjustment to analyze your level. A detailed video on tramming your Shapeoko can be found here: https://www.youtube.com/watch?v=rGOGlNurglE. For additional advice on tramming, check out the Carbide 3D community: community.carbide3d.com. support@carbide3d.com docs.carbide3d.com 8/26/2020 Version 1.0...

  • Page 35: Update Your Machine Settings

    Update Your Machine Settings Update Software WARNING: The Z-Plus is supported by Carbide Motion 4.17 onwards. Do NOT use an older version of Carbide Motion. 1. Download and install Carbide Motion from: https://carbide3d.com/carbidemotion/download/. 2. Confirm all of the proximity switches and motors are connected correctly, then, ensure that there is nothing restricting the Shapeoko’s movement.
  • Page 36 Test Proximity Switches Double check that your proximity switches are installed and functioning correctly. 1. Place a metal object, such as a wrench, in front of each proximity switch target in turn 2. Check to see if the red LED on the switch lights up. You can also check to see that a blue LED lights up on the Carbide Motion board.

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