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--- checklist:shapeokoinitnotes [2025/09/09 13:53] – reformat, add headings, internal links 8c244b37-0747-c193-0a4e-0967254778dd
+++ checklist:shapeokoinitnotes [2025/09/16 19:59] (current) – 8c244b37-0747-c193-0a4e-0967254778dd
@@ Line 1: / Line 1: @@
 Notes for Initializing the Shapeoko when first starting for the day
-====== **A WORK IN PROGRESS** ======
+====== **VERY MUCH A WORK IN PROGRESS USE FOR REFERENCE ONLY** ======
+## Initializing The Shapeoko Within Carbide Motion ##
   - 1. start Carbine Motion
   - 2. turn on Shapeoko
@@ Line 12: / Line 12: @@
     - 2. There are two wrenches in the drawer, a 13mm and a 17mm. The 13mm attaches to notches in the spindle, the 17mm to the collet nut.
     - 3. If you need to change collet sizes you will need to press out the original and snap in/seat the new.
-    - 4. Ordered List Item
   - 8. Next Set project X,Y and Z positions using the Carbide3d Bit Zero tool
     - 1. Remove the magnetically connected dust collection brush from around the bit
-    - 2. Place the BitZero tool snug over left front corner of your work piece
+    - 2. Place the BitZero tool snug over left front corner of your work piece. The tools overhanging parts should be snug
-    - 3. Test the tool by placing the magnetic tail on the main tool. The led should turn red.
+    - up the the left/front corner of your work piece.
-    - 4. Insert Shapeoko Dowel Prob tool into the routers bit collet , this will give a more accurate zero location rather than using a true End mill. It will account for non perfectly round fluted bits
+    - 3. Test the tool by momentarily placing the magnetic ground clip on the BitZero tool. The led should turn red.
-  - 9. Hit resume in Carbide Motion, machine should auto jog to the bit setter/measuring tool probe   and test the current bit length
+  - 9. At this point there are three ways to go when setting the X/Y and Z zero for your project:
-  - 10. Manually jog machine to middle of the hole in the BitZero tool
+   - Option A Set X/Y/Z all at the same time
+     - Your chosen mill bit will fit into the BitZero's zeroing hole **and** it has enough fluts that you are ok with the
+ possible erroneous offset introduced if one of the flutes is not touching the BitZero tool when the X/Y/Z zeroing is being set
+   - Option B Set X/Y separate from setting Z
+     - Your chosen mill bit will not physically fit into the BitZero tool zeroing hole and you must use the smooth Dowel Probe bit
+     - or you choose to use the non-fluted Dowel Probe for the most accurate zeroing
+     - or you are intending to cut all the way though your project piece.
+### - Option A - Set X/Y/Z all in one operation###
+ - 1. Install your chosen bit
+ - 3. Hit resume in Carbide Motion, machine should auto jog to the bit setter/measuring tool probe   and test the current bit length
+ - 4. Manually jog machine to middle of the hole in the BitZero tool
     - 1. At Carbide Motion, select “Jog” tab
     - 2. Be careful of jog increment setting, start larger at first, then reset to smaller when the bit gets closer to  BitZero tool to avoid crashing the bit into the tool.
     - 3. Jog with the software or Keyboard arrow keys until bit is just inside the Bit Zero tool probe's  hole, it does not need to touch the tool's bottom
-    - 4. Attach the BitZero tool probe magnet tail to the collet
+    - 4. Attach the BitZero tool probe magnet ground clip to the collet
-  - 11. Hit "Probe" button within Carbide Motion
+  - 5. Hit "Probe" button within Carbide Motion
-  - 12. Select proper probe type
+  - 6. Select proper probe type, if prompted
-  - 13. Select “Corner” for probe cycle
+  - 7. Select “Corner” for probe cycle
-  - 14. At the next dialog click "Begin Probe" to start the probing
+  - 8. At the next dialog click "Begin Probe" to start the probing
-  - 15. The machine will move the probe around within the BitZero  tool and set the X and Y zero positions, it will then probe the top of the tool to set the Z position.
+  - 9. The machine will move the probe around within the BitZero  tool and set the X and Y zero positions, it will then probe the top of the tool to set the Z position.
-  - 16. When prompted remove the BitZero magnetic tail
+  - 10. When prompted remove the BitZero magnetic ground clip
-  - 17. When you click continue the machine should automatically measure the bit.
+  - 11. When you click continue the machine should automatically measure the bit.
-  - 18.  If you are not cutting all the way though your project board, rather are just cutting profiles or pockets the concludes the bit zero process, you can proceed to [[#Completed Zeroing X Y Z|here]].  If you are planning to cut all the way though your project you must reset the Z zero setting by continuing with the next item.
+  - 12.  If you are not cutting all the way though your project board, rather are just cutting profiles or pockets then this concludes the bit zero process, you can proceed to [[#Completed Zeroing X Y Z|Completed Zeroing X Y Z]].  If you are planning to cut all the way though your project you must reset the Z zero setting by continuing with the next item.
+### Option - B Set X/Y separate from Z###
+If you are cutting all the way through your project board please remember to add a temporary secondary spoil board to prevent cutting into the primary spoil board.
-### Cutting Completely Through your Project Piece ###
+ - 1. Insert the Shapeoko Dowel Prob tool into the routers bit collet , this will give a more accurate zero location rather than using a fluted mill bit.
+ - 2. Hit resume in Carbide Motion, machine should auto jog to the bit setter/measuring tool probe and test the current bit length
-  - 19. If cutting all the way though your project piece
+ - 3. Manually jog machine to middle of the hole in the BitZero tool
-    - 1. Reset “Z” zero if cutting all the way through your project piece
+    - 1. At Carbide Motion, select “Jog” tab
-    - 2. Now you need to insert the actual "End Mill" to be used
+    - 2. Be careful of jog increment setting, start larger at first, then reset to smaller when the bit gets closer to  BitZero tool to avoid crashing the bit into the tool.
-    - 3. Click on the Run tab at the top of Motion
+    - 3. Jog with the software or Keyboard arrow keys until bit is just inside the Bit Zero tool probe's  hole, it does not need to touch the tool's bottom
-    - 4. Select "Load New Tool"
+ - 4. Attach the BitZero tool probe magnet ground clip to the collet
-    - 5. Machine should jog to the bit change position to allow insertion of the proper End Mill
+ - 5. Hit "Probe" button within Carbide Motion
-    - 6. Insert the end mill tool and click "Resume"
+ - 6. Select proper probe type, if prompted
-    - 7. Machine will measure new bit
+ - 7. Select “Corner” for probe cycle
-    - 8. Select Jog to move back over BitZero  tool, again be mindful of the jog speed
+ - 8. At the next dialog click "Begin Probe" to start the probing
-    - 9. When close to the BitZero tool reconnect the magnet tail
+ - 9. The machine will move the probe around within the BitZero  tool and set the X and Y zero positions, it will then probe the top of the tool to set the Z position **but we will reset the Z after inserting the final bit**
-    - 10. Place the Bit Zero tool directly on the spoil board, not on a corner. The tool will rock due to the missing top and right side overhangs on the tool ( Remember to add a temporary secondary spoil board to prevent cutting into the primary)
+ - 10. When prompted remove the BitZero magnetic ground clip
-    - 11. jog the machine to a point just above the Bi Zero tool, “outside” of the round hole.  The BitZero tool will rock on one corner when not placed on the corner of a project piece, you do not want the zero determined over an area that will rock.
+ - 11. When you click continue the machine should automatically measure the bit.
-    - 12. In Motion, Click Probe
+ - 12. Now we need to reset the “Z” zero position
-    - 13. Select proper probe
+ - 13. Click on the Run tab at the top of Carbide Motion
-    - 14. This time do not select corner, Select the “Z, number 2”,
+ - 14. Select "Load New Tool"
-    - 15. Select "Begin Probe"
+ - 15. Machine should jog to the bit change position to allow insertion of the proper end mill
-    - 16. The machine should probe the BitZero tool and determine the Z zero position. It will not attempt to retest the X and Y zero.
+ - 16. Insert the desired end mill tool and then click "Resume"
-    - 17. When prompted remove the BitZero magnetic tail
+ - 17. Machine will measure the newly installed bit
-    - 18. When you click continue the machine should automatically measure the bit.
+ - 18. Select Jog to move back over the BitZero  tool, again be mindful of the jog speed
-    - 19. When complete remove zero tool probe  probe from work surface
+ - 19. When close to the BitZero tool reconnect the magnet ground clip
-    - 20. This concludes the bit zero process
+ - 20. Place the Bit Zero tool directly on the spoil board, not on a corner. The tool will rock due to the missing top and right side overhangs on the tool
+ - 21. jog the machine to a point just above the Bit Zero tool, “outside” of the round hole.  The BitZero tool will rock on one corner when not placed on the corner of a project piece, position the mill bit over an area that does not rock, near the lower left side of the BitZero tool.
+ - 22. In Carbide Motion, Click Probe
+ - 23. Select proper probe, if prompted
+ - 24. This time do not select corner, Select the “Z, number 2”,
+ - 25. Select "Begin Probe"
+ - 26. The machine should probe the BitZero tool and determine the Z zero position. It will not attempt to reset the X and Y zero.
+ - 27. When prompted remove the BitZero magnetic ground clip
+ - 28. When you click continue the machine should automatically measure the bit.
+ - 29. When complete remove the BitZero probe tool from the work surface
+ - 30. This concludes the X/Y/Z zeroing process
 ### Completed Zeroing X Y Z ###
-  - 21. Make sure all tools and miscl items have been remove from the work surface
+  - Make sure all tools and miscl items have been remove from the work surface
 ### Generate G-Code/Load project to Carbide Motion ###
@@ Line 84: / Line 107: @@
   - Select one the the ToolPaths listed at the far bottom, Click "Save ToolPath(s)".
   - Select a place to save the ToolPath G-Code where Carbide Motion can get to it.
+  - NOTE: Only a full licensed version of VCarve is able to generate/save the required G-Code. The Makerspace home edition will not.
   - Exit VCarve
 #### Carbide Motion - Run Your Job ####
-  - Start Carbide Motion
+  - Make sure you have successfully run through [[#Initializing The Shapeoko Within Carbide Motion |Initializing The Shapeoko Within Carbide Motion section above]]
-  - Turn on the Shapeoko via the machines round button. ( Note the LED within the button does not function)
-  - At the main page run though the "Initialize" procedure detailed above
   - When Initialization is complete, load your projects G-Code file that was saved from VCarve Pro
-The following  running a job needs expansion/verification
+**The following  running a job needs expansion/verification**
+  - Load your project's generated G-Code file
   - Select the Carbide Motion "RUN" tab
   - Click "Start Job"