Carbide 3D Shapeoko Proximity Switch Kit User manual
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Table of Contents
Introduction...................................................................................................................... 4
Belted-X/Z Proximity Switch Upgrade ............................................................................... 5
Prior to Assembly & Installation.............................................................................................5
Inventory.................................................................................................................................6
Disassembly ............................................................................................................................8
Prep and Re-Install the Drag Chain ......................................................................................11
Install the Proximity Switches and Mounts ..........................................................................15
Connect and Cleanup Cables ................................................................................................20
HDZ Proximity Switch Upgrade ....................................................................................... 24
Prior to Assembly & Installation...........................................................................................24
Inventory...............................................................................................................................25
Disassembly ..........................................................................................................................27
Install the Proximity Switch Mounts.....................................................................................29
Prep and Re-Install the Drag Chain ......................................................................................31
Install the Proximity Switches...............................................................................................35
Connect and Cleanup Cables ................................................................................................37
Post Installation.............................................................................................................. 41
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Introduction
We’re here to help! If you encounter any issues during assembly, please contact us at: support@carbide3d.com.
The proximity switch upgrade kit includes everything you need to replace your original homing switches on belted-X/Z
or HDZ machines.
Compatibility Requirements
The new inductive proximity switches only work with Carbide Motion board version 2.4d and newer. Check the version
of your Carbide Motion board before beginning assembly to make sure it is compatible.
You will need to upgrade to the latest version of Carbide Motion. Download it from:
carbide3d.com/carbidemotion/download.
How to Use this Assembly Guide
For simplicity, we’ve split up this guide to individually address the assembly process for the two machine versions:
•For Belted-X/Z Proximity Switch Upgrade, please go to page 5.
•For HDZ Proximity Switch Upgrade, please go to page 24.
Special Instructions and Call-Outs
There are minor differences in the installation procedures between Shapeoko 3, XL, and XXL. 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
three additional types of call-outs, WARNINGS, NOTES and PRO TIPS:
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. We also use the term “Y1” in place of “Y-Axis Left” and “Y2” in place of “Y-Axis
Right” to help avoid directional confusion.
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.
PRO TIP: This is a pro tip—helpful, but optional, installation tips.
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Belted-X/Z Proximity Switch Upgrade
Prior to Assembly & Installation
Disable the BitSetter
Before beginning the proximity switch 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 proximity switches. See page 41 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 1 hour.
Required tools:
•Metric hex keys: 2–4mm
•Flush cut pliers
•Needle nose pliers
•Permanent marker
•Masking tape
•Pencil
Machines With BitSetter: Please complete the following steps before moving on to the “Gather the Required
Tools” section below.
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Belted-X/Z Proximity Switch Upgrade Kit Contents
The proximity switch upgrade kit comes with the components listed in the table below and shown in Fig. 1.
Item
Description
Qty
A
X-Axis Proximity Switch (2675mm for XXL, 2350mm for XL, and 610mm for Shapeoko 3)
1
B
Y-Axis Proximity Switch (2540mm for XXL, 2220mm for XL, and 712mm for Shapeoko 3)
1
C
Z-Axis Proximity Switch (2675mm for XXL, 2350mm for XL, and 610mm for Shapeoko 3)
1
X-Axis Proximity Switch Mount Baggie
D
X-Axis Proximity Switch Mount
1
E
M5 × 25mm Socket Head Cap Screw
2
F
M3 × 18mm Socket Head Cap Screw
2
Y-Axis Proximity Switch Mount Baggie
G
Y-Axis Proximity Switch Mount
1
H
M5 × 35mm Socket Head Cap Screw
2
I
M3 × 18mm Socket Head Cap Screw
2
Z-Axis Proximity Switch Mount Baggie
J
Z-Axis Proximity Switch Mount
1
K
M5 × 10mm Socket Head Cap Screw
4
L
M3 × 18mm Socket Head Cap Screw
2
M
PCB Riser Board
1
Drag Chain Baggie
N
Tail Plate
2
O
M3 × 6mm Flat Head Screw
2
P
Double-sided VHB Tape
2
Q
Alcohol Wipes
2
R
M3 × 8mm Flat Head Screw (Replacement)
4
S
M3 Nyloc Nut (Replacement)
4
T
4” Cable Ties (Pack of 100)
1
NOTE: Replacement M3×8mm FHS (4) and M3 nyloc nuts (4), for re-installing the drag chain to the X- and
Y-Axis head brackets, are included so you don’t have to keep track of tiny screws and nuts during the upgrade.
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Disassembly
Disconnect Cables
1. Turn off your machine, unplug it, and disconnect the USB and power cables.
2. Clip all cable ties.
3. Unplug the router/spindle and remove it from the spindle mount.
a. Use a 4mm hex key to loosen the two (2) M5×55mm SHCS on the face of the mount.
4. Label all motor lead cables AND their extension cables.
a. Use a permanent marker or piece of tape to label all the white male/female connectors of the X-, Y1-,
Y2-, and Z-stepper motor lead cables AND the X-, Y1-, Y2-, and Z-stepper motor extension cables.
5. Disconnect all cables.
a. Remove the Carbide Motion board enclosure cover.
b. Disconnect the X-, Y1-, Y2-, and Z-motor leads from their extension cables AND disconnect all
extension cables and homing switches from the Carbide Motion board.
WARNING: Do NOT disconnect motor connectors by pulling on the wires or by prying at the latch. Use
pliers to gently grip the base of each white connector and pull apart.
WARNING: The Carbide Motion board can be damaged if the enclosure cover is removed or installed
incorrectly. For correct removal/installation, please watch the Removing the Lid on the Shapeoko Enclosure
video at: https://youtu.be/_wSW5EsFSO0.
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Remove the Homing Switches and Drag Chain
See Fig. 2 (front) and Fig. 3(back).
1. Disconnect the drag chain from the X-Axis head
bracket on the rear of the X/Z-carriage.
a. Use a 2mm hex key and needle nose pliers
to remove the two (2) M3×8mm FHS and
two (2) nyloc nuts securing the drag chain
to the bracket.
2. Remove the Z-Axis homing switch mounting plate
from the front of the X/Z-carriage, as well as the
four (4) 1-inch standoffs and the X-Axis head
bracket behind the plate.
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.)
b. Use a 3mm hex key to remove the four (4)
M5×10mm BHCS securing the four (4)
1-inch standoffs and the head bracket.
c. Set the X-Axis head bracket aside for
re-installation in a later step.
3. Remove the X-Axis homing switch mounting plate
from the rear of the X/Z-carriage.
a. Use a 4mm hex key to remove the two (2)
M5×35mm SHCS, two (2) 1-inch spacers,
and the mounting plate.
4. Remove the Y-Axis homing switch mounting plate from the outside of the Y2-carriage.
a. Use a 4mm hex key to remove the two (2) M5×35mm SHCS, two (2) 1-inch spacers, and the mounting
plate.
5. Disconnect the drag chain from the Y-Axis head bracket on the outside of the Y1-carriage.
a. Use a 2mm hex key and needle nose pliers to remove the two (2) M3×8mm FHS and two (2) nyloc
nuts.
Figure 2
Figure 3
Shapeoko 3 Machines: Skip steps 1, 5, and 6 in this
section.
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6. Remove the drag chain from the rails and lay it on
the baseframe as shown in Fig. 4.
a. Pry the tail ends of the drag chain from
the VHB tape securing them to the rails.
b. Lay the drag chain on the baseframe for
proximity switch cable installation in the
next section.
c. Remove the VHB tape from the rails.
Figure 4
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Prep and Re-Install the Drag Chain
Install the Proximity Switch Cables
Required Components:
Item
Description
Qty
A
X-Axis Proximity Switch Cable (2675mm XXL and 2350mm XL)
1
B
Y-Axis Proximity Switch Cable (2540mm XXL and 2200mm XL)
1
C
Z-Axis Proximity Switch Cable (2675mm XXL and 2350mm XL)
1
1. Open up the drag chain and remove the three
homing switch cables (black/yellow or
black/orange twisted wires). See Fig. 5 and Fig. 6.
a. Position the drag chain on the baseframe
as shown in Fig. 6, with the chain’s clip-on
panels facing up. (Only one side of the
chain will open; be sure this side is facing
up.)
b. Use a hex key or screwdriver as a lever to
pry open one side of each drag chain link.
Start from the rear of the machine and
work your way forward (as shown in
Fig. 5).
c. Remove the X-, Y-, and Z-Axis homing
switch cables.
2. Label the proximity switches.
a. Identify the X-, Y-, and Z-Axis proximity
switch cables by comparing the length
printed on the switch body with the table
above.
b. Use a permanent marker or piece of tape
to label both ends of each proximity
switch cable.
Shapeoko 3 Machines: Skip ahead to the “Install the Proximity Switches and Mounts” section on page 15.
Figure 5
Figure 6
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3. Insert the proximity switches into the drag chain.
See Fig. 7.
a. Insert the X- and Z-Axis proximity switch
cables through both the Y-Axis and X-Axis
portions of the drag chain.
b. Insert the Y-Axis proximity switch cable
through the Y-Axis drag chain ONLY.
4. Close up the drag chain. Do not install it onto the
rails just yet.
Figure 7
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Install the Drag Chain Tail Plates
Required Components:
Item
Description
Qty
N
Drag Chain Tail Plate
2
P
Double-Sided VHB Tape
2
Q
Alcohol Wipe
2
The drag chain tail plates install to the top of the rail with
the long edge parallel to the rail. Plates will overhang the
rail by about 7/16” so as not to obstruct the PEM nuts.
1. Attach one (1) tail plate to the X-rail. See Fig. 8.
a. Measure and mark 3 ½”and 5 ½” from
the Y1-carriage.
b. Clean the bottom of the tail plate AND the
rail between your marks with an alcohol
wipe. Allow the alcohol to evaporate.
c. Stick a piece of VHB tape along the back
edge of the X-rail between your marks.
d. Stick the tail plate between your marks,
with the PEM nut toward the Y2-side and
overhanging the back of the rail. Get the
PEM nut as close to the rail as you can
without obstructing it.
e. Press the plate to the rail for 30 seconds.
2. Attach one (1) tail plate to the Y1-rail. See Fig. 9.
a. Measure and mark 15 ½” and 17 ½” from
the front endplate.
b. Clean the bottom of the tail plate AND the
rail between your marks with an alcohol
wipe. Allow the alcohol to evaporate.
c. Stick the remaining VHB tape along the outside edge of the Y1-rail between your marks.
d. Stick the tail plate between your marks, with the PEM nut toward the rear endplate and overhanging
the outside of the rail. Get the PEM nut as close to the rail as you can without obstructing it.
e. Press the plate to the rail for 30 seconds.
Figure 8
PRO TIP: Screw a M3×18mm SHCS about 2–3mm
into the plate’s PEM nut. The protruding screw will
help you get the nut as close to the rail as possible
without obstructing it. See Fig. 9.
Figure 9
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Install the Drag Chain to the X- and Y1-Rails
Required Components:
Item
Description
Qty
O
M3 × 6mm Flat Head Screw
2
R
M3 × 8mm Flat Head Screw (Replacement)
2
S
M3 Nyloc Nut (Replacement)
2
1. Position the X-rail to the back of the machine.
2. Lay the drag chain on the rails. See Fig. 10.
a. First, place the three cables not threaded
through the X-Axis drag chain (the Y-Axis
proximity switch cable and the Y1- and
Y2-motor leads) over and behind the
X-rail.
b. Second, lift the drag chain and place it
across the Y1- and X-rails.
c. Lay the drag chains so that the tail of the
Y-Axis drag chain will curl under and the
head of the X-Axis drag chain will curl up.
3. Secure the drag chain to the rails, but leave the
X-Axis drag chain head disconnected for now. See
Fig. 11.
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, needle nose
pliers, two (2) M3×8mm FHS, and
two (2) nyloc nuts to secure.
b. Secure the tail of the Y-Axis drag chain to
the tail plate next to the Carbide Motion
Board enclosure.
i. Curl the tail of the drag chain
under and toward the enclosure.
ii. Use a 2mm hex key and one (1)
M3×6mm FHS to secure.
c. Secure the tail of the X-Axis drag chain to the tail plate near the Y1-motor.
i. Use a 2mm hex key and one (1) M3×6mm FHS to secure.
Figure 10
Figure 11
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Install the Proximity Switches and Mounts
Install the X-Axis Proximity Switch Mount
Required Components:
Item
Description
Qty
D
X-Axis Proximity Switch Mount
1
E
M5 × 25mm Socket Head Cap Screw
2
1. Install the X-Axis proximity switch mount to the
back of the X/Z-carriage. See Fig. 12.
a. Position the proximity switch mount with
the two gold-colored threaded inserts
facing out (away from X-motor) and the
screw head recesses at the end of each
slot facing back (away from the carriage
plate).
b. Align the mounting slots with the two M5
screw holes on the Y2-side of the X-motor.
c. Use a 4mm hex key and two (2)
M5×25mm SHCS to secure.
d. Before tightening, be sure to nestle the
M5 screw heads into the recesses at the
end of each mounting slot.
Figure 12
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Install the Y-Axis Proximity Switch Mount
Required Components:
Item
Description
Qty
G
Y-Axis Proximity Switch Mount
1
H
M5 × 35mm Socket Head Cap Screw
2
1. Install the Y-Axis proximity switch mount to the
outside of the Y2-carriage. See Fig. 13.
a. Align the mount with the two M5 holes on
the outside of the Y2-carriage and the two
threaded inserts down and to the front.
b. Use a 4mm hex key and two (2)
M5×35mm SHCS to secure.
Install the Z-Axis Proximity Switch and
Mount
Required Components:
Item
Description
Qty
C
Z-Axis Proximity Switch (2675mm XXL, 2350mm XL, and 610mm Shapeoko 3)
1
L
M3 × 18mm Socket Head Cap Screw
2
J
Z-Axis Proximity Switch Mount
1
K
M5 × 10mm Socket Head Cap Screw
4
1. Install the Z-Axis proximity switch to the back side
of the Z-Axis mount. See Fig. 14.
a. Locate the Z-Axis proximity switch exiting
the drag chain at the X-Axis head bracket.
b. Position the proximity switch with the red
LED facing out and the target pointing
down.
c. Align the proximity switch’s mounting
slots with the two threaded inserts on the
back of the mount.
Figure 14
Figure 13
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d. Use a 2.5mm hex key and two (2)
M3×18mm SHCS to secure.
e. Before fully tightening the screws, slide
the switch up as far as it will go.
2. Install the Z-Axis proximity switch mount to the
front the X-carriage. See Fig. 15.
a. Align the mount with the four M5 screw
holes at the top of the X-carriage.
b. Direct the proximity switch cable up
between the top two legs of the mount.
c. Use a 4mm hex key and four (4)
M5×10mm SHCS to secure the mount to
the front of the X-carriage.
d. Leave the two M5×10mm SHCS on the Y2-side loose for re-installation of the X-Axis head bracket.
Re-Installation of the X-Axis Head Bracket
Required Components:
Item
Description
Qty
N/A
X-Axis Drag Chain Head Bracket
1
R
M3 × 8mm Flat Head Screw (Replacement)
2
S
M3 Nyloc Nut (Replacement)
2
1. Install the X-Axis drag chain head bracket to the
rear of the X/Z-carriage. See Fig. 15.
a. Slide the head bracket into the gap
between the screw heads (of the two
loose M5×10mm SHCS) and the rear of
the X-carriage plate.
b. Use a 4mm hex key to tighten the two (2)
M5×10mm SHCS.
2. Secure the head of the drag chain to the X-Axis
head bracket. See Fig. 16.
a. Curl the head of the drag chain up and
toward the X/Z-carriage.
b. Use a 2mm hex key, needle nose pliers,
two (2) M3×8mm FHS, and two (2) nyloc nuts to secure.
Figure 15
Figure 16
Shapeoko 3 Machines: Skip ahead to the “Attach the X-Axis Proximity Switch to the Mount” section on page 18.
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Attach the X-Axis Proximity Switch to the Mount
Required Components:
Item
Description
Qty
A
X-Axis Proximity Switch (2675mm XXL, 2350mm XL, and 610mm Shapeoko 3)
1
F
M3 × 18mm Socket Head Cap Screw
2
1. Attach the X-Axis proximity switch to the mount
installed on the rear of the X/Z-carriage. See
Fig. 17.
a. Locate the X-Axis proximity switch exiting
the drag chain at the X-Axis head bracket.
b. Position the proximity switch with the red
LED facing the Y2-carriage and the target
pointing down.
c. Align the proximity switch’s mounting
slots with the two threaded inserts on the
face of the mount.
d. Use a 2.5mm hex key and two (2)
M3×18mm SHCS to secure the proximity
switch.
e. Before fully tightening the screws, slide the switch up as far as it will go.
Figure 17
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Attach the Y-Axis Proximity Switch to the Mount
Required Components:
Item
Description
Qty
B
Y-Axis Proximity Switch (2540mm XXL, 2200mm XL, 712mm Shapeoko 3)
1
I
M3 × 18mm Socket Head Cap Screw
2
1. Attach the Y-Axis proximity switch to the mount on
the outside of the Y2-carriage. See Fig. 18.
a. Locate the Y-Axis proximity switch exiting
the drag chain at the Y-Axis head bracket.
b. Position the proximity switch with the red
LED facing out and the target pointing to
the rear.
c. Align the switch’s two mounting slots with
the two threaded inserts on the face of
the mount.
d. Use a 2.5mm hex key and two (2)
M3×18mm SHCS to secure.
e. Before fully tightening the screws, slide
the switch as far to the FRONT of the
machine as it will go.
Figure 18
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Connect and Cleanup Cables
Connect the Motors
1. Connect the X- and Z-motor lead cables to their labeled extension cables at the rear of the X/Z-carriage.
a. Both the X- and Z-motor extensions exit the head of the X-Axis drag chain behind the X/Z-carriage.
b. Connectors are polarized. Be sure to align them properly.
2. Connect the Y1- and Y2-motor lead cables to their extension cables.
a. Both the Y1- and Y2-motor extensions exit the head of the Y-Axis drag chain at the Y1-carriage.
b. The Y2-motor lead cable stretches across the machine, behind the X-rail.
c. Connectors are polarized. Be sure to align them properly.
Connect Cables to the Carbide Motion Board
Required Components:
Item
Description
Qty
M
PCB Riser Board
1
Shapeoko XXL and XL Instructions
1. Plug the PCB riser board into the Carbide Motion
board. See Fig. 19.
a. Plug the PCB riser board into the 2×8 open
bank of pins in the top-right of the Carbide
Motion board.
2. Plug the proximity switch cables and stepper
motor extension cables into the Carbide Motion
board. See Fig. 19.
a. Plug each of the 3-pin proximity switch
cables, X, Y, and Z, into the PCB riser
board, as labeled.
b. Plug each of the 4-pin motor extension
cables Z, Y1, Y2, X, into the connectors
across the bottom of the Carbide Motion
board, as labeled.
Figure 19
WARNING: The Carbide Motion board can be damaged if the enclosure cover is removed or installed
incorrectly. For correct removal/installation, please watch the Removing the Lid on the Shapeoko Enclosure
video at: https://youtu.be/_wSW5EsFSO0.
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