Manual leveling¶

This document describes tools for calibrating a Z endstop and for performing adjustments to bed leveling screws.

Calibrating a Z endstop¶

An accurate Z endstop position is critical to obtaining high quality prints.

Note, though, the accuracy of the Z endstop switch itself can be a limiting factor. If one is using Trinamic stepper motor drivers then consider enabling endstop phase detection to improve the accuracy of the switch.

To perform a Z endstop calibration, home the printer, command the head to move to a Z position that is at least five millimeters above the bed (if it is not already), command the head to move to an XY position near the center of the bed, then navigate to the OctoPrint terminal tab and run:

Z_ENDSTOP_CALIBRATE

Then follow the steps described at "the paper test" to determine the actual distance between the nozzle and bed at the given location. Once those steps are complete one can ACCEPT the position and save the results to the config file with:

SAVE_CONFIG

It's preferable to use a Z endstop switch on the opposite end of the Z axis from the bed. (Homing away from the bed is more robust as then it is generally always safe to home the Z.) However, if one must home towards the bed it is recommended to adjust the endstop so that it triggers a small distance (eg, .5mm) above the bed. Almost all endstop switches can safely be depressed a small distance beyond their trigger point. When this is done, one should find that the Z_ENDSTOP_CALIBRATE command reports a small positive value (eg, .5mm) for the Z position_endstop. Triggering the endstop while it is still some distance from the bed reduces the risk of inadvertent bed crashes.

Some printers have the ability to manually adjust the location of the physical endstop switch. However, it's recommended to perform Z endstop positioning in software with Kalico - once the physical location of the endstop is in a convenient location, one can make any further adjustments by running Z_ENDSTOP_CALIBRATE or by manually updating the Z position_endstop in the configuration file.

Adjusting bed leveling screws¶

The secret to getting good bed leveling with bed leveling screws is to utilize the printer's high precision motion system during the bed leveling process itself. This is done by commanding the nozzle to a position near each bed screw and then adjusting that screw until the bed is a set distance from the nozzle. Kalico has a tool to assist with this. In order to use the tool it is necessary to specify each screw XY location.

This is done by creating a [bed_screws] config section. For example, it might look something similar to:

[bed_screws]
screw1: 100, 50
screw2: 100, 150
screw3: 150, 100

If a bed screw is under the bed, then specify the XY position directly above the screw. If the screw is outside the bed then specify an XY position closest to the screw that is still within the range of the bed.

Once the config file is ready, run RESTART to load that config, and then one can start the tool by running:

BED_SCREWS_ADJUST

This tool will move the printer's nozzle to each screw XY location and then move the nozzle to a Z=0 height. At this point one can use the "paper test" to adjust the bed screw directly under the nozzle. See the information described in "the paper test", but adjust the bed screw instead of commanding the nozzle to different heights. Adjust the bed screw until there is a small amount of friction when pushing the paper back and forth.

Once the screw is adjusted so that a small amount of friction is felt, run either the ACCEPT or ADJUSTED command. Use the ADJUSTED command if the bed screw needed an adjustment (typically anything more than about 1/8th of a turn of the screw). Use the ACCEPT command if no significant adjustment is necessary. Both commands will cause the tool to proceed to the next screw. (When an ADJUSTED command is used, the tool will schedule an additional cycle of bed screw adjustments; the tool completes successfully when all bed screws are verified to not require any significant adjustments.) One can use the ABORT command to exit the tool early.

This system works best when the printer has a flat printing surface (such as glass) and has straight rails. Upon successful completion of the bed leveling tool the bed should be ready for printing.

Fine grained bed screw adjustments¶

If the printer uses three bed screws and all three screws are under the bed, then it may be possible to perform a second "high precision" bed leveling step. This is done by commanding the nozzle to locations where the bed moves a larger distance with each bed screw adjustment.

For example, consider a bed with screws at locations A, B, and C:

bed_screws

For each adjustment made to the bed screw at location C, the bed will swing along a pendulum defined by the remaining two bed screws (shown here as a green line). In this situation, each adjustment to the bed screw at C will move the bed at position D a further amount than directly at C. It is thus possible to make an improved C screw adjustment when the nozzle is at position D.

To enable this feature, one would determine the additional nozzle coordinates and add them to the config file. For example, it might look like:

[bed_screws]
screw1: 100, 50
screw1_fine_adjust: 0, 0
screw2: 100, 150
screw2_fine_adjust: 300, 300
screw3: 150, 100
screw3_fine_adjust: 0, 100

When this feature is enabled, the BED_SCREWS_ADJUST tool will first prompt for coarse adjustments directly above each screw position, and once those are accepted, it will prompt for fine adjustments at the additional locations. Continue to use ACCEPT and ADJUSTED at each position.

Adjusting bed leveling screws using the bed probe¶

This is another way to calibrate the bed level using the bed probe. To use it you must have a Z probe (BL Touch, Inductive sensor, etc).

To enable this feature, one would determine the nozzle coordinates such that the Z probe is above the screws, and then add them to the config file. For example, it might look like:

[screws_tilt_adjust]
screw1: -5, 30
screw1_name: front left screw
screw2: 155, 30
screw2_name: front right screw
screw3: 155, 190
screw3_name: rear right screw
screw4: -5, 190
screw4_name: rear left screw
horizontal_move_z: 10.
speed: 50.
screw_thread: CW-M3

The screw1 is always the reference point for the others, so the system assumes that screw1 is at the correct height. Always run G28 first and then run SCREWS_TILT_CALCULATE - it should produce output similar to:

Send: G28
Recv: ok
Send: SCREWS_TILT_CALCULATE
Recv: // 01:20 means 1 full turn and 20 minutes, CW=clockwise, CCW=counter-clockwise
Recv: // front left screw (base) : x=-5.0, y=30.0, z=2.48750
Recv: // front right screw : x=155.0, y=30.0, z=2.36000 : adjust CW 01:15
Recv: // rear right screw : y=155.0, y=190.0, z=2.71500 : adjust CCW 00:50
Recv: // read left screw : x=-5.0, y=190.0, z=2.47250 : adjust CW 00:02
Recv: ok

This means that:

front left screw is the reference point you must not change it.
front right screw must be turned clockwise 1 full turn and a quarter turn
rear right screw must be turned counter-clockwise 50 minutes
rear left screw must be turned clockwise 2 minutes (not need it's ok)

Note that "minutes" refers to "minutes of a clock face". So, for example, 15 minutes is a quarter of a full turn.

Repeat the process several times until you get a good level bed - normally when all adjustments are below 6 minutes.

If using a probe that is mounted on the side of the hotend (that is, it has an X or Y offset) then note that adjusting the bed tilt will invalidate any previous probe calibration that was performed with a tilted bed. Be sure to run probe calibration after the bed screws have been adjusted.

The MAX_DEVIATION parameter is useful when a saved bed mesh is used, to ensure that the bed level has not drifted too far from where it was when the mesh was created. For example, SCREWS_TILT_CALCULATE MAX_DEVIATION=0.01 can be added to the custom start gcode of the slicer before the mesh is loaded. It will abort the print if the configured limit is exceeded (0.01mm in this example), giving the user a chance to adjust the screws and restart the print.

The DIRECTION parameter is useful if you can turn your bed adjustment screws in one direction only. For example, you might have screws that start tightened in their lowest (or highest) possible position, which can only be turned in a single direction, to raise (or lower) the bed. If you can only turn the screws clockwise, run SCREWS_TILT_CALCULATE DIRECTION=CW. If you can only turn them counter-clockwise, run SCREWS_TILT_CALCULATE DIRECTION=CCW. A suitable reference point will be chosen such that the bed can be leveled by turning all the screws in the given direction.