Unit 3 — Assembly and Setup

TM-GEAR-006 — Open Handout TM Chapter: Chapter 4 ELOs: Execute assembly steps in the correct sequence; verify build quality before operation Estimated time: 20 minutes

Step 1: Read the TM

Open TM-GEAR-006. Read Chapter 4 — Construction and Assembly completely.

Then come back here.

Chapter 4 Content

  1. Mount spindle motor to the main frame with its axis aligned with the former mandrel. Use a flexible coupler to compensate for minor shaft misalignment.
  2. Mount traverse motor on a lead-screw linear stage. Lead screw pitch: 2 mm per revolution (M8 or TR8×2). Mount wire guide on the linear stage carriage.
  3. Wire stepper drivers: VMOT to 24V rail, GND, MS1/MS2/MS3 for microstepping (TMC2208 SPI-configured; A4988 uses jumpers for 1/16-step mode). STEP/DIR to ESP32 GPIO.
  4. Wire limit switches to ESP32 GPIO with 10 kΩ pull-ups. Connect HOME switch to traverse axis minus limit; END switch to plus limit.
  5. SD card: SPI bus (SCK, MOSI, MISO, CS). SD CS = GPIO5; SD SPI shares bus with display if display is SPI type.

Assembly Quality

Chapter 4 specifies 5 construction/assembly steps.

The assembly directly determines RF performance. Common errors: - RF leads too long — lead inductance raises SWR and limits high-frequency performance - Cold solder joints on RF nodes — high resistance causes signal loss and intermittent behavior - Ground loops — multiple ground paths at different potentials cause noise and calibration errors - Ferrite winding errors — wrong turn count or direction reverses transformer polarity or changes impedance ratio - Incorrect winding direction on toroidal transformers — affects phase and common-mode rejection

If Chapter 4 specifies a verification step after assembly (e.g., "verify DC resistance = X before proceeding"), do it. Those checks exist because they are the most common failure points.

Self-Check Questions

SC3-1. How many assembly steps does Chapter 4 specify?

SC3-2. What is the first assembly step? State it exactly from the TM.

SC3-3. Does Chapter 4 specify maximum lead length anywhere? If so, what is the limit and why?

SC3-4. Does Chapter 4 require a bench verification after assembly? What does it check?

SC3-5. What would you do if a winding resistance measurement came out wrong during assembly verification?

Answer Key

SC3-1. Count the numbered steps in Chapter 4.

SC3-2. See Chapter 4, step 1. Copy it exactly.

SC3-3. RF lead length limits are typically 10–15 mm for HF circuits. Longer leads add ~1–2 nH per mm, raising inductive reactance at high frequencies.

SC3-4. Scan Chapter 4 for verification steps. Common checks: DC resistance, winding balance, null depth on test signal, impedance ratio.

SC3-5. Stop assembly. Diagnose before proceeding — a winding error found before completion is much easier to fix than one discovered after the unit is boxed.

Checkpoint

Before proceeding: - [ ] You have read Chapter 4 completely - [ ] You can state the number of assembly steps and the first and last steps - [ ] You understand how assembly quality affects RF performance

→ Proceed to Unit 4