Carbide 3D HDZ 3.3 User manual

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HDZ 3.3 Assembly Guide
Intro
Thank you for purchasing the HDZ. We know you’ll enjoy your purchase!
If you run into any issues during assembly, please contact us at
[email protected]
.
Prior to fitting the HDZ please ensure you can rotate the ball screw by hand and move the carriage to the top and
bottom of travel. If you cannot do this please contact us at
[email protected]
.
If you can encounter binding or movement issues please contact us at support. We request that you do not attempt to
diagnose or dismantle the HDZ.
IMPORTANT Software Information
You must run Carbide Motion 4.17 and onwards with the HDZ.
Download it from:
carbide3d.com/carbidemotion/beta
.
WARNING: After installing the HDZ, you must update your GRBL settings. DO NOT HOME UNTIL YOUR
SETTINGS HAVE BEEN UPDATED!
Assembly Video
Check out the assembly overview video for help with the assembly process:
https://youtu.be/ojVpMMRCeVU
.
NOTE: The only items you need to transfer from your existing X/Z-carriage are the X- and Z-homing switches,
X- and Z-motor, spindle mount, spindle/router.

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Required Tools and Parts
To carry out this modification, you need basic mechanical skills and
an understanding of how the Shapeoko is assembled. The installation
should take under 2 hours. You will need basic shop tools, a set of
metric hex keys and wrenches. The tool kit that came with your
Shapeoko should be adequate.
Your HDZ comes 95% ready to fit; however, a number of parts (listed
below) will need to be transferred from your existing X/-carriage. As
of this document, the HDZ comes with replacement guide bearings
and spacers (these no longer need to be removed from the old
carriage as stated in the overview video above).
It is important to use the screws provided in the HDZ kit. Please note
that the screws used are METRIC, usually M5.
This assembly process is uniform for the Shapeoko 3, 3XL, and 3XXL.
Dust Caps
There are 10 small green dust caps included in your HDZ kit. These fit
to the HDZ slider rails. See
Figure 1
. They have not been pre-fitted as
there is a small chance you may need to re-align your rails. To fit
these, you may need to use a small dab of rubber-based adhesive or
CA glue. In most cases they can be pressed in using the ball-end of a screwdriver.
Figure 1

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Components Needed from Your Existing Shapeoko Setup
The only components you need to transfer from your existing X/Z-carriage are:
• X- and Z-Homing Switches and Hardware
• X- and Z-Motor
• Spindle Mount
• Spindle/Router
HDZ Kit Contents
Each HDZ comes with the following standard hardware (everything required to install it to your Shapeoko):
• EZTram Router/Spindle Mounting Plate (1)
• M5 x 18mm Screw for Top of EZTram Plate (2)
• M5 x 10mm Screw for Bottom of EZTram Plate (2)
• Eccentric Spacer (non-threaded) for EZTram (2)
• Z-Motor Shaft Coupling (1)
• M5 x 25mm Male-Female Threaded Standoff for the
X-Motor (4)
• M5 x 10mm Screw for Motor Standoffs (8)
• HD Eccentric Nut (2)
• Replacement V-Wheel (4)
• V-Wheel Shim (4)
• M5 x 25mm Screw for V-Wheel (4)
• M8 x 30mm X-Motor Idler Bolt (2)
• M8 Washer (2)
• M8 Spacer (2)
• M8 Guide Bearing (4)
• Green Dust Cap (10)
• Black Sledge (4)
Disassemble and Remove the Existing X/Z Carriage
The first step is to disassemble and remove the existing X/Z-carriage from your Shapeoko.
1. Turn off your machine and unplug it. Disconnect the USB cable.
2. Unplug the router or spindle and remove it from the spindle mount.
3. Remove one of the belt clips securing the x-axis belt to the X-rail. Unfeed the belt from the X/Z-carriage idler
pulleys and put the free end of the x-axis belt, the belt clip, and the M5 x 10mm screw to the side—you will
need to re-install them later.
4. Label, then disconnect the Z- and X-motor wires.
5. Remove the z-axis homing switch from the front of the X/Z-carriage.
6. Remove the z-axis homing switch from its mounting plate. Set the z-axis homing switch hardware, the M3
screw, washer, and lock nut, aside for the HDZ assembly (we won’t be needing the mounting plate or the four
M5 screws).
7. Remove the x-axis homing switch from the rear of the X/Z-carriage, below the drag chain bracket. Set the two
M5 x 35 mounting screws and 1-inch spacers aside, we’ll need them to re-install the homing switch onto the
HDZ.
8. Remove the x-axis homing switch from the mounting plate. Set the mounting plate and hardware, the M3
screw, washer, and lock nut, aside for re-installation.

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9. Remove the drag chain bracket from the rear of the X/Z-carriage, next to the Z-motor. Set the two screws and
standoffs aside (the bracket will
remain attached to the drag chain).
10. Use a hex key to loosen the v-wheels
at the bottom of the X/Z-carriage and
remove them. You will not be reusing
these v-wheels; the HDZ ships with
four v-wheels and two heavy duty
eccentric nuts.
11. Lift the X/Z-carriage off your machine.
12. Remove the springs from either size of
the carriage (not needed for the HDZ).
13. Loosen the idler assembly at the
bottom of the carriage.
14. Remove the belt from the idler and
the motor pulley at the top of the
carriage and slide the Z-carriage down
and off the X-carriage.
15. Remove the M5 x 16mm screws attaching the spindle mount to the Z-carriage. Set the spindle mount and
screws aside we will need for installation on the HDZ.
16. Remove the X-motor from the standoffs at the back of the carriage. Set the motor aside (you will not need the
screws or standoffs for the HDZ).
17. Remove the Z-motor from the top of the carriage.
18. Remove the gear pulley on the front of the Z-motor:
a. Loosen the two small motor pulley set screws (grub screws) and pry off the gear pulley.
b. The pulley may be hard to slide off. We recommend using a screwdriver, needle nose pliers, or the
back of a claw hammer to lever the pulley off the Z-motor. See
Figure 2
.
c. Set the Z-motor to the side (you will not need the M5 screws).
Assemble the HDZ
HDZ Assembly Tips
The quickest and easiest way to fit the HDZ is to assemble the majority of the HDZ components
BEFORE
fitting it to the
Shapeoko.
Upon assembly it’s up to you if you use thread lock or not. We suggest adding it post-assembly if any screws become
loose during use. If you decide to use thread lock, use blue (i.e. light/medium grade).
Figure 2

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Fit the Eccentric Nuts
You will need:
• HD Eccentric Nut (2)
1. Press the two supplied M5 eccentric
threaded nuts into the holes on the
bottom of the HDZ.
2. Rotate them so the dimples on one
side of the eccentric nuts face
upwards—this is the loose/open
position. See
Figure 3
.
Install the Z-Motor and Coupling
You will need:
• Z-Motor Coupling
• M5 x 10mm Screw (4)
• Z-Motor from your existing setup
1. Place the Z-motor coupler on the ball
screw at the top of the HDZ and slide it
down as far as it will go.
2. Tighten the lower side of the coupler
as shown in
Figure 4
.
Figure 3
Figure 4

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3. Slide your motor shaft onto the coupler and secure it using
four (4) of the M5 x 10mm screws. Tighten the screws in a cross
pattern. See
Figure 5
.
4. Once the motor is fitted, tighten the coupling at the motor
side. See
Figure 6
.
NOTE: Ensure both screws on the coupling are tight.
Failure to do so will lead to slippage. Using a small amount
of blue thread lock on the motor shaft and ball screw
shaft is acceptable.
Install the X-Motor Idlers
You will need:
• M8 x 30mm X-Motor Idler Bolt (2)
• M8 Washer (2)
• M8 Spacer (2)
• M8 Guide Bearing (4)
1. Slide a washer onto one of the bolts, then slide on two (2)
of the bearings (with the flanged edges to the outside),
then an M8 spacer. See
Figure 7
.
Do the same for the second bolt.
2. Once both bolts are assembled, fit them to the two M8
holes on the rear of the HDZ.
When fitted correctly, your X-motor idlers will look like
Figure 7
and the bolts will not poke through the front of the
plate. Pay special attention to the order and orientation of each item on the bolt.
Figure 5
Figure 6
Figure 7

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Install the X-Motor
Standoffs
You will need:
• M5 x 25mm Male-Female Threaded
Standoffs for the X-Motor (4)
1. There are four M5 threaded holes in
the center of the carriage just above
the M8 bolts. Insert the four (4)
M5x25mm X-motor standoffs into the
four holes. Do
NOT
over-tighten the
motor standoffs; they are made of
aluminum. See
Figure 8
.
Install the V-Wheels
You will need:
• V-Wheel (4)
• M5 Shim (4)
• M5 x 25mm Screw (4)
The HDZ comes with a set of four v-wheels. You can save your old v-wheels for replacements. The top set of v-wheels
will be installed to the outside of the X-motor idlers.
1. Fit the top two V-wheels first using the provided 25mm M5 screws. Ensuring there is a shim between the back
plate and the V-wheel.
Figure 8

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2. Use two (2) of the provided M5 x 25mm screws to fit
the top v-wheels. See
Figure 9
.
3. When the top v-wheels have been fitted, lift the
carriage onto the X-axis rail.
4. Fit the bottom v-wheels in the same manner. As you
fit them, ensure the v-wheel grooves are on the rail. See
Figure 10
.
5. Once the bottom v-wheels have been fitted, ensure
the HDZ moves freely left/right along the X-rail.
6. To properly seat the HDZ, tighten the lower M5
screws. As they tighten, they will rotate the eccentric
nuts, applying pressure to the v-wheels. The v-wheels
should move freely as you move the HDZ. If you need
to, you can hold the screw in place and tighten
(CLOCKWISE) the eccentric nut a fraction with a wrench.
If your V-wheels are not turning freely check the shims
are fitted correctly.
Figure 9
Figure 10

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Install the X-Motor
You will need:
• M5 x 10mm Screw (4)
• X-Motor from your existing setup
1. Thread the free end of the x-axis belt under the idlers
at the back of the HDZ.
2. Create a large loop between the idlers. See
Figure 11
.
3. Fit your X-motor to the X-motor standoffs using the
four (4) M5 x 10mm screws. See
Figure 12
.
Figure 11
Figure 12

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Re-Install the X Belt
You will need:
• Belt Clip from your existing setup
• M5 x 10mm Screw from your existing setup
1. Place the x-axis belt along the x-axis extrusion rail and
re-fit the belt with the belt clip and M5 screw from your
existing setup. Tighten the belt so it is taut. See
Figure 13
.
Install the Drag Chain Bracket
You will need:
• M5 x 10 mm screws from your existing setup (2)
The drag chain bracket fits to the two threaded M5
holes up and to the right of the X-motor (when viewed
from the front of the machine).
1. Install the drag chain bracket using your two (2)
existing M5 x10mm bracket screws. See
Figure 14
.
Figure 13
Figure 14