Carbide 3D Shapeoko HDZ 4.0 User manual

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ASSEMBLY GUIDE
HDZ 4.0

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Table of Contents
INTRODUCTION ................................................................................................................ 4
BELTED-X/Z TO HDZ ASSEMBLY GUIDE .............................................................................. 5
Prior to Assembly & Installation .....................................................................................................................5
Inventory.........................................................................................................................................................6
Disassemble the Existing X/Z-Carriage..........................................................................................................11
Assemble the HDZ.........................................................................................................................................15
Install the Drag Chain Support System .........................................................................................................20
Insert the Proximity Switch Cables into Drag Chain .....................................................................................24
Install the HDZ...............................................................................................................................................26
Install the Drag Chain....................................................................................................................................30
Install the Proximity Switches.......................................................................................................................32
Connect the Wiring .......................................................................................................................................34
Cleanup the Cables .......................................................................................................................................36
Z-PLUS TO HDZ ASSEMBLY GUIDE.................................................................................... 39
Prior to Assembly & Installation ...................................................................................................................39
Inventory.......................................................................................................................................................40
Disassemble the Existing Z-Plus Carriage......................................................................................................45
Assemble the HDZ.........................................................................................................................................48
Install the HDZ...............................................................................................................................................53
Install the Proximity Switches.......................................................................................................................57
Connect and Cleanup Wiring ........................................................................................................................58
POST ASSEMBLY.............................................................................................................. 59
Update the Software Settings.......................................................................................................................59
Re-Calibrate the BitSetter.............................................................................................................................60
Maintenance .................................................................................................................................................61
Tramming Instructions..................................................................................................................................62

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Introduction
We’re here to help! If you encounter any issues during assembly, please contact us at: [e-mail].
The HDZ kit includes everything you need to upgrade your existing X/Z-carriage to the HDZ, or heavy-duty X/Z. The HDZ
kit also includes new inductive proximity switches to replace the original homing switches on the belted-X/Z machines.
How to Use this Assembly Guide
For simplicity, we’ve split up this assembly guide to individually address the two existing machine versions:
•For Belted-X/Z to HDZ Assembly Guide, please go to page 5.
•For Z-Plus to HDZ Assembly Guide please go to page 39.
Special Instructions and Call-Outs
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. We’ve added special notes to guide you whenever these
differences require alternate instructions:
Throughout the guide you will also find information that we’ve called out for you to pay particular attention to. We use
two additional types of call-outs, WARNINGS and NOTES:
Directional References
In this guide, any reference or instructions with regard to direction or placement, such as: Front, Back, Left, Right, etc.
are given from the perspective of one standing in front of and facing the machine. This is true, even when a photo is
taken from the rear of the machine.
Also, we use the term “Y1” in place of “Y-Axis Left” and “Y2” in place of “Y-Axis Right” to help avoid directional
confusion.
IMPORTANT Software Information
You must run Carbide Motion 4.17 or later with the HDZ. Download it from: carbide3d.com/carbidemotion/download/
SPECIAL INSTRUCTIONS: These call-outs will draw your attention to special instructions for different models.
WARNING: This is a warning—please pay close attention.
NOTE: This is a note—information that points out critical steps or information for future reference.
WARNING: After installing the HDZ, you must update your GRBL settings. DO NOT HOME UNTIL YOUR
SETTINGS HAVE BEEN UPDATED!

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Belted-X/Z to HDZ Assembly Guide
Prior to Assembly & Installation
Disable the BitSetter
Before beginning the HDZ upgrade:
1. Connect your machine to Carbide Motion.
a. Plug in your USB cable.
b. Open Carbide Motion.
c. Turn on your Shapeoko.
d. Click the Connect to Cutter button.
2. Click Settings in the top menu bar.
3. If you have the BitSetter checkbox checked, go ahead and uncheck it.
You will need to re-calibrate the BitSetter after successful homing with your new HDZ. See pages 59-61 for
instructions.
Gather the Required Tools
A basic mechanical know-how and an understanding of how the Shapeoko is assembled is required. Installation will
take approximately 2 hours.
Required tools:
•Metric hex keys: 1.5mm –5mm
•Wrenches: 8mm and 10mm
•2 flat head screw drivers for prying
•Flush cut pliers
•Needle nose pliers
•Permanent marker
•Masking tape
Machines With BitSetter: Please complete the following steps before moving on to “Gather the Required Tools”
section below.

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Inventory
Belted-X/Z to HDZ Kit Contents
The HDZ kit comes with the components listed in the tables on the following pages and shown in Fig. 1 and Fig. 2.
Figure 1

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HDZ Box
The HDZ box components are listed in the tables below and shown in Fig. 1.
Item
Description
Qty
A
HDZ (Heavy-Duty Z/X Carriage)
1
B
EZ-Tram Plate
1
HDZ Kit Components and Hardware Bag
Item
Description
Qty
Motor Mount Baggie (1)
C
M5 × 25mm X-Motor Standoff
4
D
M5 × 10mm Socket Head Cap Screw
8
X-Motor Idler Baggie (2)
E
M8 Guide Bearing
4
F
M8 Spacer
2
G
M8 Washer
2
H
M8 × 30mm Button Head Cap Screw
2
EZ-Tram Plate Hardware Baggie (3)
I
M5 × 18mm Socket Head Cap Screw
2
J
M5 × 10mm Socket Head Cap Screw
2
K
HD Eccentric Spacer (Non-Threaded)
2
V-Wheel Baggie (4)
L
Replacement V-Wheel
4
M
M5 × 25mm Socket Head Cap Screw
4
N
M5 Washer (Shim)
4
O
HD Eccentric Nut (Threaded)
2
Belted-X/Z Proximity Switch Kit Box
Proximity Switch Baggie
The proximity switch baggie components are listed in the table below and shown in Fig. 1.
Item
Description
Qty
P
X-Axis Proximity Switch (2675mm for XXL, 2350mm for XL, and 712mm for Shapeoko 3)
1
Q
Y-Axis Proximity Switch (2540mm for XXL, 2220mm for XL, and 610mm for Shapeoko 3)
1
R
Z-Axis Proximity Switch (200mm for XXL, XL, and Shapeoko 3)
1
S
Z-Axis Proximity Switch Extension Cable (2438mm for XXL, 2235mm for XL, none Shapeoko 3)
1

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Figure 2

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Proximity Switch Kit Baggie
The proximity switch kit baggie components are listed in the table below and shown in Fig. 2.
Item
Description
Qty
X-Axis Proximity Switch Mount Baggie
T
X-Axis Proximity Switch Mount
1
U
M5 × 25mm Socket Head Cap Screw
2
V
M3 × 18mm Socket Head Cap Screw
2
Y-Axis Proximity Switch Mount Baggie
W
Y-Axis Proximity Switch Mount
1
X
M5 × 35mm Socket Head Cap Screw
2
Y
M3 × 18mm Socket Head Cap Screw
2
Z-Axis Proximity Switch Mount Baggie
Z
Z-Axis Proximity Switch Mount
1
AA
M4 × 6mm Button Head Cap Screw
1
BB
M3 × 18mm Socket Head Cap Screw
2
CC
PCB Riser Board
1
X-Axis Drag Chain Bracket Baggie
1
DD
X-Axis Drag Chain Head Bracket
1
EE
Drag Chain Middle Bracket [Used with Post-Dec 2019 Extrusion Rails Only]
2
FF
Drag Chain Tail Bracket [Used with Post-Dec 2019 Extrusion Rails Only]
1
GG
M5 × 8mm Socket Head Cap Screw
2
HH
M4 × 6mm Socket Head Cap Screw [Used with Post-Dec 2019 Extrusion Rails Only]
6
II
M3 × 6mm Flat Head Cap Screw [Used with Post-Dec 2019 Extrusion Rails Only]
3
Y-Axis Drag Chain Bracket Baggie
JJ
Y-Axis Drag Chain Head Bracket
1
KK
Drag Chain Middle Support Bracket [Used with Post-Dec 2019 Extrusion Rails Only]
1
LL
Drag Chain Tail Support Bracket [Used with Post-Dec 2019 Extrusion Rails Only]
1
MM
M5 Nut
2
NN
M5 × 16mm Socket Head Cap Screw
2
OO
M4 × 6mm Socket Head Cap Screw [Used with Post-Dec 2019 Extrusion Rails Only]
4
PP
M3 × 6mm Flat Head Cap Screw [Used with Post-Dec 2019 Extrusion Rails Only]
3
Drag Chain Support Plate Baggie [Used with Pre-Dec 2019 Extrusion Rails Only]
QQ
Drag Chain Middle Support Plate
2
RR
Drag Chain Tail Support Plate
2
SS
M3 × 6mm Flat Head Cap Screw
2
TT
Alcohol Wipes
2
Cable Tie Cleanup Baggie
UU
Cable Tie Mount
5
VV
M4 × 6mm Button Head Cap Screw
5
WW
Cable Ties (Pack of 100)
1

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Shapeoko Carryover Components
The HDZ utilizes several parts from the existing Shapeoko setup. All components and hardware to be carried over are
listed in the table below and shown in Fig. 3.
Throughout this guide, carryover parts will be called out by
the words: CARRY OVER.
Item
Description
Qty
XX
Drag Chain
1
YY
X-Rail Belt and Hardware: Belt Clip (1) and M5 × 10mm Socket Head Cap Screw (1)
3
ZZ
X-Motor
1
AAA
Z-Motor
1
BBB
Spindle/Router Mount
1
CCC
M5 × 16mm Button Head Cap Screw
2
DDD
Router Mount Adapter Ring (Optional)
1
Figure 3
NOTE: Please use the replacement screws
provided in the HDZ Kit.