Chapter 1: Introduction: The Machine, Needle, and Thread

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Training: HAPPY HCH-701 Operations & Maintenance For HCH Journey with Touch Screen Chapter 1: Introduction: The Machine, Needle, and Thread Introduction to your machine p.2 Diagram of major parts p. 2 Diagram of major systems: Pantograph, sewing machine, color change/cut p.3 The Sewing Cycle p. 4 Machine environment p.5 Control Panel Introduction & Orientation p.6 Power on/off / emergency stop Power-on & navigating to the main sewing screen Important Screens: A brief introduction p.7 Drive screen 7 Important Sub Screens 8 Main menu, 9 Additional Basics p.10 About stitches, sewing quality, stitch file formats Embroidery Thread p. 11 Installing thread p. 12 Bobbin thread p. 14 Embroidery Needles p. 15 Hooping p. 16 Chapter 1: Introduction and Basics 1

Introduction: A Quick Tour of the Machine tree upper-tensioning knobs thread break sensors lower tensioning knobs Safety Cover Take-up lever Manual needle selector USB thumb drive port Thread posts base X-carriage tubular arm Oiling guide/ instructions Rotary hook door / bobbin cover cylinder arm Fuses power Table area beneath cylinder arm:: for tubular goods, table or other object under cylinder arm can provide support for the garment. However, the cap driver requires that the surface under the arm be at least 4 below level of feet. Main power switch: Press and hold continuously for 1-2 sec. to power on Chapter 1: Introduction and Basics 2

Introduction: 3 key mechanical systems 1. Color Change System Moving head Thread cut system take-up lever 2. Sewing System Take-Up Lever Needle bar Rotary hook / bobbin Currently selected needle is the one directly over the presser foot. Moving head During a thread trim: (1) Needle descends, and thread is cut below needle plate between a fixed & moving knife. (2) Then, when needle comes back up, the catcher hook grabs the cut end and docks it into the thread holder. needle bar crank cam converts spinning motion to upand-down motion of needle bar bobbin sits in basket of rotary hook lower shaft 3. X-Y Pantograph X-direction rotary hook spins on lower shaft Side view of machine: head and sewing arm Y-direction x-carriage Chapter 1: Introduction and Basics 3

Basics: Lock Stitch Formation (sewing cycle) Lock Stitch Illustrated. Notice how the top thread only half-loops with the bobbin thread for every stitch upper (colored) thread How Each Part of the Cycle Works The key parts of the sewing cycle. bobbin thread Take Up Lever: At the start of the cycle, the take-up lever lowers to allow enough slack for the loop to form. After the hook catches the colored thread and makes the half-twist, it pulls back up to take up the slack and close the loop to finish the stitch. Role of the Presser Foot in Loop Formation Note how the presser foot (shown in grey) helps the loop open as the needle starts back up. Presser Foot presses down on the garment surface to allow cleaner entry of the needle. Also remains still as the needle starts to lift to help the loop form (see illustration at left.) needle at bottom needle coming up Without the presser foot, loop may not form, as material and thread rises with needle coming back up. Needle Pushes a half-loop of thread below the garment surface. Then, as it starts back up, the slack causes the loop to open, allowing the rotary hook (below) to pass behind the needle and grab the thread. Rotary Hook spinning point reaches behind the needle eye, hooks the colored thread, spins/twists it around the bobbin thread to form the loop. Chapter 1: Introduction and Basics 4

Proper Machine Environment Temperature and Humidity-Controlled Environment Set up/store your machine in a temperature and humidity-controlled environment to prevent long-term corrosion and to protect the electronics. Don t keep your machine anywhere you wouldn t keep a laptop or desktop computer! Clean, Protected Electrical Power grounded outlets: Your machine uses standard 110v household current. Be sure you connect it to a grounded 3-prong outlet like the one shown here. This is standard in most homes and businesses today, but some older buildings may only have 2- prong outlets. surge protection: Protect your machine against occasional power spikes (from electrical storms or electrical wiring problems) with at least a basic surge protector. The electronics on your machine can be very expensive to replace. Higher-end surge protectors and UPS units are able to protect against higher energy strikes, and often come with a guarantee. Standard 3-prong 110v outlet Basic surge protector Steady Table / Mounting Surface Your machine will perform better (especially at higher speeds) when operated on a strong, level and steady mounting surface. Although on wheels, the optional stand provides plenty of stability, and even more when the wheels are rotated to their outermost positions and the brakes are applied at all 4 corners. Optional machine stand with accessory shelf, casters and wheel brakes Chapter 1: Introduction and Basics 5

Control Panel Intro: Power On to the Main (Drive) Screen Power On Power on your machine with the black switch located on the side of the machine. The screen below appears. Currently Selected Hoop Press if you wish to select a different hoop. Press to continue to the sewing (drive) screen Chapter 1: Introduction and Basics 6

Control Panel Intro: Power On to the Main (Drive) Screen The Sewing/Drive Screen This is the main drive screen. The machine needs to be in this mode to sew or to accept design transfers by PC connection. Note the important information shown in the Drive screen here. This is the only screen where this information is displayed. - Current stitch position # is 0 - Current color block # is 1 - Current sewing speed is 0 Origin Symbol: means the sewing position is at the origin (beginning). Current Hoop: shows what type of hoop has been selected. Lights in green when the machine is ready to sew. Design position and fit in the hoop Chapter 1: Introduction and Basics 7

Control Panel Intro: Other Important Screens Shown below are the important subscreens directly accessible from the Drive screen by a single button: 7 1 Sewing Position Screen Jump to any position in the design using this screen, by piece #, by color block# or by stitch#. 1 Needle Selector Select a different needle, toggle jump/drive mode. 700 Set Colors for Current Design Assign needle (color) numbers, applique stops, frame out commands in the design. OK Adjust Max Speed During sewout or while stopped. Select hoop, Adjust Sewing Position By selecting the hoop you re being used, the machine accurately displays the position in the hoop. Chapter 1: Introduction and Basics 8

Control Panel Intro: Other Important Screens The Main Menu The other - and most important - menu is the Main Menu, accessed from the main Drive screen by pressing MENU as shown below. Press this menu button to get to the main menu. Summary of Main Menu Sub-screens: READ read in designs from thumb drive or from PC via network cable PATTERN view/select/delete/rename etc designs in memory NEEDLE set design colors (can be done from Drive screen as well) FRAME select hoop (can be done from Drive screen as well) SETTING perform basic edits/adjustments to the current design OPTION adjust settings for machine, designs and stitch data LETTER onboard lettering feature QUEUE queue a sequence of designs to be sewn. OTHER date/time, network, machine reset, version/update REPORT machine production report GUIDE onboard help Press the Home button to exit to the main (drive) screen. icustom Customize drive screen icons (like a tablet or smart phone) SCREEN screensaver settings select your own images, time, etc. Chapter 1: Introduction and Basics 9

Other Basics About Stitches : Max and minimum length: Must be between 1mm (.04 inch) and 12.7mm (1/2 inch). Too short causes thread breaks. Too long, stitches are too loose. Major Factors Affecting Sewing Quality that you can control: Tension once properly set, should rarely require re-adjustment. We will cover this in class. Hooping proper hooping is a must. Not too tight, not too loose. We will cover this in class. Digitizing hire a digitizing service and/or learn how to digitize in digitizing classes. Machine Adjustments we will show (Chapter 4) how check key adjustments to maintain performance. Sewing file format used in commercial embroidery: DST All commercial machines read this format Does not have color information must load the design into the machine AND tell it which colors to sew. Limited in editability. Not resized or adjusted easily for different types of garments without compromising quality. Happy machines will also read HAPPY (.TAP) and Melco (.EXP) format. Chapter 1: Introduction and Basics 10

Embroidery Thread Upper (colored) thread Can be polyester or rayon, usually polyester. Standard is 40 weight Comes in several sizes: 5,000 meter cones to 1,000 meter cones. Handle carefully: physical contact, oil, dust, humidity, moisture can prevent it from unspooling smoothly, and cause it to hang up Use thread cone stabilizers (plastic springs) to minimize cone movement during sewing Typical 5000 meter king cone of thread Bobbin thread L-type, approximately 350 yards per spool. Bobbin thread will have to be changed more frequently than upper thread. Lasts approximately 25,000 to 60,000 stitches, depending on fabric thickness, thread tension and other factors. These stabilizers help prevent thread from unraveling or catching. Chapter 1: Introduction and Basics 11

Embroidery Thread Installation of upper thread on your machine Replacement cones can be tied in here and pulled through so the thread doesn t have to be run manually through the thread path. (See next page) Thread must not be allowed to slack here or catch. needle 7 needle 5 needle 6 needle 4 needle 3 needle 2 Thread must be docked in the spring here, not hanging loose. Layout of Cone/Needle Sequence Needle numbers are arranged right to left, lowest number to highest. needle 1 General Thread Path Thread should be properly, perfectly routed from cone to needle or it will not feed properly and stop the machine. Chapter 1: Introduction and Basics 12

Embroidery Thread Thread Path through the moving head Upper Tensioner Thread only makes ½ turn make sure it passes to the left between the 2 metal discs. Thread Break Sensor Thread this like the upper tensioner ½ turn to the left. Make sure the thread falls in the groove as shown. Lower Tensioner Thread makes 1 full turn clockwise around the base of the knob make sure it runs in the V-shaped groove of the spoked wheel. -Proper Thread Routing: All threads must be routed correctly at all points along the path through the sewing head. -Practice good thread Discipline : After threading all needles, ensure there is no slack anywhere along the thread path. Make sure to: - Pull all threads to ensure thread feeds smoothly and turns the break sensor, and all slack is removed from around thread cones - Dock all thread ends from each needle onto the thread-holding spring. Prevents thread from coming loose and catching where not desired. Thread docked in thread holding spring Chapter 1: Introduction and Basics 13

Embroidery Thread Bobbin Loading and Tension Check/Adjustment RE-LOADING THE BOBBIN CORRECTLY The bobbin will need to be replaced frequently, allowing only 30,000 to 60,000 stitches per spool. This has to be done correctly every time. 1. Ensure bobbin turns clockwise. Pull thread through this slit. CHECKING TENSION WITH THE DROP TEST. 2. Feed thread through eye at the end of the tension flap. 1. Hold the bobbin case as shown in step 3, after feeding the thread through the eye at the end of the tension flap. 2. Cast the bobbin case downward gently, very much like throwing a yo-yo. 3. Good tension: Upon stopping your hand, the slight downward momentum of the bobbin case should cause it to unspool and continue downwards slightly and stop. (If downward motion of your hand causes the bobbin to jump out of the case, try again but more gently). 4. Wrong tension: If the bobbin doesn t unspool at all, tension is too tight. If the bobbin unspools on its own when held like in step 3, tension is too loose. Make adjustments if needed as shown on the right. 3. Check tension with the drop test (explained lower left). 4. Pass thread through the wire loop at the top front of the bobbin case. Do this after you re satisfied with tension, and before inserting into the machine. Make small adjustments if you find it necessary. no more than a ¼ or ½ turn in either direction before rechecking tension. With a working bobbin case and a properly loaded bobbin, this test reliably tests to 25g on a bobbin tension gauge, precise within 1g. Perform this quick check each time you re-load the bobbin until you are comfortable with tension. 5. TAKE CARE TO RE-INSERT THE RELOADED BOBBIN CASE FULLY after re-loading or the machine will not function correctly. Chapter 1: Introduction and Basics 14

Embroidery Needles Type DB-K5, standard size is 75/11 ballpoint for most applications. Alternate needle for sewing caps and other tightly-woven goods (heavy canvas) is 80/12 sharp point for better penetration The width of the shaft of an embroidery needle limits the the finest possible detail (the smallest possible stitch). Standard size (75/11) needles are.75 mm across, so stitches must be at least a little wider than the hole that the needle punches in the fabric (minimum distance 1mm) Needles are subject to wear! Over time, burred surfaces and other wear can cause problems. Be prepared to change needles frequently especially with heavy use. Side view butt Shank rounded. Does not have a flat spot Front view Scarf faces towards the back of the machine blade or shaft Groove allows you to find the front of the needle by feel. Chapter 1: Introduction and Basics 15

Key Embroidery Basics (continued) Garment: Hooping and Loading on the Machine Hooping Refer to the image of the Needle (color setup) screen shown on the right: Hoop: Use the smallest that fits the design size. Backing/Stabilizer: Choose the right type. Should be large enough to overlap edges of hoop under the garment. Alignment and position: If the hoop isn t aligned on the garment, it won t sew straight! Round holes at bottom: Make sure hoop is on the shirt so the round holes are towards the operator. Opposite end is towards machine. Tight but not too tight! Garment and backing should have no slack or wrinkles inside hoop. Adjustment screw tightened enough to hold garment in hoop while sewing, but no more. Loading onto the Machine Referencing the diagram on the right, Positioning pins on arm must snap into round holes on end of hoop to prevent unhooping during sewing. Sewing arm goes INSIDE the garment, not UNDER, or machine will sew front and back of garment together! Loose items tucked out of the way. (sleeves, straps, etc) Heavy items supported where possible to prevent item from falling out of hoop. Sleeves, and body can rest on table or chair underneath or to the side of machine if needed. Reinforce hoop with clamps or tape if needed. Positioning pin should snap into round holes. Sewing arm goes INSIDE the garment. Don t sew the front & back together! Aligned and positioned carefully. Backing aligned correctly under shirt Not too tight! Support loose, hanging parts of the garment where practical. Bad: In this example, this sweatshirt s hood is jammed under between hoop & sewing arm. It should be pulled above the hoop so it doesn t catch on the bottom of the frame/carriage. Chapter 1: Introduction and Basics 16