Carbide 3D SHAPEOKO 3, Assembly Manual

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Page 2: ...ons Need Help We have a fully staffed support team waiting to help if you run into any trouble while assembling your Shapeoko 3 Just send us an email at support carbide3d com and we ll get back to you right away 06 01 2020 Version 4 0 Table of Contents Welcome and Congratulations 1 Important Safety Instructions 2 MachineOperatingChecklist 3 Step 1 Inventory 4 Step 2 Baseframe 12 Step 3 Carriages 1...

Page 3: ...n good shape wiring is in good condition with continuity and securely fastened and that nothing is frayed or broken and everything is clear and safe 3 Secure the Workpiece Secure the workpiece the material being milled right side up and in the desired orientation to the worksurface using a technique appropriate to the material After securing the workpiece be certain that the machine is still able ...

Page 4: ...ns 2 Identical Endplates H Y Axis Right Assembly Box 1 Contains Y Axis Right Carriage I Shapeoko 3 Assembly Guide 1 This Printed Assembly Guide Optional Items J Carbide Compact Router Box 1 Contains the Compact Router and Accessories Tools Take Inventory Now take a full inventory of all components using the checklists on the following pages Inspect items for damage and quantity then carefully set ...

Page 5: ... Extrusion Rail Hardware M6 12mm Button Head Cap Screws 24 H Belt Clips 6 and Belt Hardware M5 10mm Socket Head Cap Screws 6 12 I Toothed Belt 3 J Proximity Switch Plates 2 M3 18mm Socket Head Cap Screws 4 and M5 8mm Socket Head Cap Screws 4 30mm Male to Female Standoffs 2 12 K Proximity Switches 2 L Carbide Motion Board and Enclosure with Mounting Hardware inside M6 8mm Button Head Cap Screw 2 3 ...

Page 6: ... screw holes along one side Endplates The two 2 endplates are identical See Figure 1 8 Each endplate has eight 8 integrated PEM nuts Inspect each nut to verify threads are properly formed and that it is seated squarely in place MDF Baseplate The MDF baseplate is packed in the bottom of the shipping box Identify the MDF baseplate pictured in Figure 1 9 Carbide Compact Router Box Optional Equipment ...

Page 7: ...This guide contains many instructions with a directional reference such as left right front back rear inside outside etc All such references are from the perspective of one standing in front of and looking at the machine as shown in Figure 1 12 This is true even if pictorial figures are of the sides or back of the machine As much as possible the words left and right have been replaced with Y1 and ...

Page 8: ...ate N A 2 B MDF Baseplate N A 1 C Adjustable Leveling Foot Shapeoko 3 Final Assembly Box 4 D M5 25mm Button Head Cap Screw Shapeoko 3 Final Assembly Box 12 Required Tools See Figure 2 3 Item Description Qty A 3mm Hex Key 1 B Level not included 1 Recommended Tools See Figure 2 3 Item Description Qty C Tape Measure 1 Figure 2 2 Figure 2 3 ...

Page 9: ...ad cap screws to secure the MDF baseplate to the two endplates six 6 screws for each endplate See Figure 2 7 4 Turn the screws until they stop but do not fully tighten Level the Baseframe Assembly 1 Adjust the height of each leveling foot to bring the fully assembled baseframe into level Check level front to back side to side and diagonally See Figure 2 8 2 Optionally you can check for square by m...

Page 10: ...Assembly Box 1 J Loctite 242 Threadlocker Shapeoko 3 Final Assembly Box 1 K M5 16mm Button Head Cap Screw Shapeoko 3 Final Assembly Box 2 L M5 55mm Socket Head Cap Screw Shapeoko 3 Final Assembly Box 2 M Router Mount Adapter Ring Shapeoko 3 Final Assembly Box 1 N X Axis Stepper Motor X Motor X Z Box 1 O M5 10mm Socket Head Cap Screw X Z Box 4 P Y Axis Right Carriage Y2 Carriage Y Axis Right Assemb...

Page 11: ...d rail Too much tension and the wheels will deform causing bumpy and constrained motion Not enough tension and the carriages will wobble When tension is just right the carriages glide smoothly and without slop for the highest quality cuts Our HD eccentric nuts in combination with the attached V wheel operate as a cam converting the rotational motion of turning the nut into linear motion at the V w...

Page 12: ...he threads of the two 2 pocketed screw holes at the back of the router mount AND the threads of the two 2 M5 16mm button head cap screws 2 Use the 3mm hex key and the two 2 M5 16mm button head cap screws to secure the router mount to the FRONT of the tramming plate and fully tighten See Figure 3 11 Attach the Tramming Plate to the Z Plus 1 Set the tramming plate onto the front of the Z Plus and al...

Page 13: ...rriage 2 Use the 4mm hex key and four 4 M6 12mm button head cap screws to attach the Y2 carriage to the open end of the X rail See Figure 3 18 When properly attached the motor body will be to the inside and behind the X rail The V wheels idlers and motor pulley will be facing out 3 Snug the Y2 carriage to the X rail but do not fully tighten the screws NOTE Each extrusion rail has a pair of V rails...

Page 14: ...Item Description Qty A 4mm Hex Key 1 B 10mm Wrench 1 C Foam Packing Block From the X Z Box 2 Recommended Tools See Figure 4 3 Item Description Qty D 10mm Combination Wrench 1 Assemble the Gantry In this step we ll be inserting the Y1 and Y2 rails into the carriages and securing them to the baseframe to form the gantry Position the X Rail 1 Place the X rail carriage assembly across the middle of th...

Page 15: ...ont and rear endplates See Figure 4 8 Keep these two 2 screws loose for now They form the pivot point needed to rotate the Y2 rail up into place Secure the Y2 Rail 1 Remove the two foam blocks from under the Y1 rail and use them to prop up the Y2 rail 2 Use the 4mm hex key and eight 8 M6 12mm button head cap screws to secure the Y2 rail to the front and rear endplates See Figure 4 9 Complete Rail ...

Page 16: ...lts are secured to the rails using belt clips Each belt clip has a PEM nut on the short leg and two parallel slots on the long leg All six belt clips will attach to the ends of the three belts as follows See Figure 5 4 1 Thread 2 1 2 inches of belt through the outer slot of the belt clip with teeth facing toward the PEM nut 2 Loop this end of belt down and through the inner slot of the clip Pull t...

Page 17: ...ide the 3mm hex key under the belt between the two idlers Use the hex key as a lever against the X rail to push a loop of belt up between the two idlers as shown in Figure 5 7 7 Use the 3mm hex key to reach in between the X motor and carriage plate hook the loop and pull it up and out towards you See Figure 5 8 8 Make sure the belt has not twisted and the teeth are still facing down then place the...

Page 18: ...shown in Figure 5 14 6 Use the 3mm hex key to hook the belt and pull it up between the two idlers 7 Make sure the belt has not twisted and the teeth are still facing down then place the belt loop over the Y1 motor pulley See Figure 5 15 8 Very gently take the slack out of the belt by slowly pulling the free end toward the rear endplate 9 Attach another belt clip to the free end of the belt Refer b...

Page 19: ...Shapeoko 3 Final Assembly Box 2 E Y Axis Proximity Switch Shapeoko 3 Final Assembly Box 1 F Y Axis Proximity Switch Plate Shapeoko 3 Final Assembly Box 1 G M3 18mm Socket Head Cap Screw Shapeoko 3 Final Assembly Box 2 H M5 8mm Socket Head Cap Screw Shapeoko 3 Final Assembly Box 2 I 30mm Male to Female Standoff Shapeoko 3 Final Assembly Box 2 J Cable tie Shapeoko 3 Final Assembly Box 1 Required Too...

Page 20: ...ll the mounting plate to the two 30mm standoffs at the rear of the Z Plus Ensure the proximity switch is on the outside of the switch plate and faces the Y2 rail See Figure 6 6 5 Label the X Axis proximity switch cable connector with an X as shown in Figure 6 6 Install the Y Axis Proximity Switch The Y Axis proximity switch has the shorter cable It attaches to the Y Axis proximity switch mounting ...

Page 21: ...Assembly Box 1 G Cable Tie Mounts Shapeoko 3 Final Assembly Box 4 H M4 6mm Socket Head Cap Screw Shapeoko 3 Final Assembly Box 4 I Cable Ties Shapeoko 3 Final Assembly Box 8 J Shapeoko Build Plate Shapeoko 3 Final Assembly Box 1 Required Tools See Figure 7 3 Item Description Qty A 2 3 and 4mm Hex Key 3 B Permanent Marker 1 C Flush Cut Pliers or Scissors not included 1 Important Wiring Notes WARNIN...

Page 22: ...hex key and one 1 M4 6mm socket head cap screw to attach each of the four 4 cable tie mounts to the four 4 M4 screw holes across the back of the X rail Attach the cable tie mounts vertically two on either side of the enclosure See Figure 7 9 and 7 10 Each cable tie mount has two attachment points an upper and a lower for cable ties 2 Unravel the Y1 and Y2 motor lead cables 3 Use two 2 cable ties t...

Page 23: ...se three 3 more cable ties spaced about 4 5 inches apart to keep the cables bundled together neatly in a long rope See Figure 7 13 Connect the X and Z Cables 1 Plug the X and Z motor cables into the corresponding connectors on the Carbide Motion board labeled X and Z See Figure 7 14 2 Plug the X and Z Axis proximity switch cables into the corresponding connectors labeled X and Z on the PCB riser b...

Page 24: ...including the Carbide Compact Router require the use of the router mount adapter ring inserted in step 3 Before installing any router the Z carriage must be lowered To lower press down on the top edge of the Z carriage plate in front of the linear rails with your thumbs completed in step 3 1 Use the 4mm hex key to loosen the two 2 M5 55mm socket head cap screws on the front of the router mount 2 I...

Page 25: ...r housing with the 36mm dust port facing forward and toggle the quick release to tighten See Figure 8 8 2 The lower half locks into place using neodymium magnets for easy install and removal during tool changes Install an End Mill These instructions are specific to the Carbide Compact Router For all other routers refer to the router user manual for detailed operating safety and end mill installati...

Page 26: ... the front and rear endplates 1 Use the 4mm hex key to loosen all twenty four 24 M6 12mm button head cap screws 1 2 turn back from snug there are four 4 in the ends of each aluminum extrusion rail 2 If necessary use the 3mm hex key to loosen the twelve 12 M5 25mm button head cap screws securing the baseplate to the endplates these screws were not tightened in step 2 3 With all thirty six 36 struct...

Page 27: ...te from carbide3d com carbidecreate 3 Install both programs to your computer Carbide Motion lets you control your machine by jogging it around setting zeros and running G code Carbide Create is a cross platform CAD CAM program used to design projects for the Shapeoko It allows you to create 2D sketches generate toolpaths and export G code which you will run in Carbide Motion to implement your desi...

Page 28: ... Z Axis to machine origin b The X and Y Axis will begin to move The X Axis will move to the right the positive direction and the Y Axis will move to the back the positive direction c The X and Y Axis will continue to move until one of their switches is triggered at which time they will follow the same pattern as the Z Axis engage the homing switch back off re engage and then back off again 2 When ...

Page 29: ...o Tutorials As you get started running beginner projects with your Shapeoko 3 we also recommend you browse through our Carbide 3D docs site docs carbide3d com We ve packed the docs site full of all kinds of useful information to help you get up and running with your Shapeoko 3 and to help answer common questions you might run into User Guides and Videos Carbide Create Video Tutorials Watch the vid...

Page 30: ...ing Manufacturing Corp brand fastener providing self clinching permanent threads and mounting points in thin sheet metal Slop Unwanted movement in the gantry at the carriages due to under tensioned V wheels Toolpath A toolpath is the route the cutting tool will follow as it shapes the workpiece We use Carbide Create Carbide 3D s cross platform CAD CAM program to define the toolpaths for a project ...

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