Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Training:
HAPPY HCD-1501
Operations & Maintenance
Chapter 2: MACHINE SETUP & ORIENTATION
–Proper Machine Setup
•Machine environment page 2
•Upper threading page 3
•Bobbin threading & Tensioning page 5
–Control Panel 2
•Sewing controls, what your machine is telling you on the main screen page 6, 7
•Function Menu page 9
•6 Important Main Menu functions in detail: Pattern, Setting, pages 10-27
Needle, Read, Frame, Position
Control Panel 2Design Transfer
–Transferring Designs into the machine, detailed steps
•Transfer by USB cable connection from a PC page 29
•Transfer by Compact Flash or USB jump drive page 33
Updated 5/20/2010: Screenshotss and procedures updates for firmware version 1.24
Chapter 2: Machine Setup & Orientation
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Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Machine Setup
Proper Machine Setup: 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 U.S. homes and
businesses today, but some older buildings may only have 2prong 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
Control Panel 2
Design Transfer
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 wheel brakes are applied at all
4 corners.
Chapter 2: Machine Setup & Orientation
Optional machine stand with accessory
shelf, casters and wheel brakes
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Machine Setup
Proper Machine Setup: Upper Thread
UPPER THREAD
-Proper Thread Routing: All threads must be
routed correctly at all points along the path through
the sewing head.
6
Needle
Needle
4
Needle
5
3
Needle
2
Needle
1
Needle
Needle
15
14
Needle
13
Needle
12
Needle
11
Needle
Needle
10
9
Needle
8
Needle
7
Needle
Control Panel 2
Design Transfer
Layout of Cone/Needle Sequence
Needle numbers are arranged right to left, lowest number to highest.
Chapter 2: Machine Setup & Orientation
General Thread Route
Thread must pass up from cones through guide
holes in thread tree and through every specific
point along the face of the sewing head. Thread
must be “docked” at the thread holder spring.
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Machine Setup
Proper Machine Setup: Upper Thread
UPPER THREAD – complete route through 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.
Control Panel 2
Design Transfer
Take-Up Levers
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.
Chapter 2: Machine Setup & Orientation
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Proper Machine Setup: 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.
Machine Setup
Machine Setup
Control Panel 2
Design Transfer
1.Ensure bobbin turns
clockwise. Pull thread
through this slit.
CHECKING TENSION
•The “yo-yo” test is very exact in checking tension. Perform this quick
check each time you re-load the bobbin. Practice until you are comfortable
doing this.
•Check bobbin tension frequently when changing bobbins.
TAKE CARE TO RE-INSERT THE RELOADED BOBBIN CASE FULLY!
Your machine will not sew any stitches unless this is done. At worst, the
needle & needle bar may strike the side of a poorly-inserted bobbin case,
breaking the needle and possibly putting needle depth out of adjustment
for that needle.
Chapter 2: Machine Setup & Orientation
2. Feed thread through
eye at the end of the
tension flap.
3. Pass thread under wire
loop at the top front of
the bobbin case.
Make small adjustments
– no more than a ¼ or
½ turn in either
direction before rechecking tension.
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Sewing Controls
Basic Sewing Controls
On this page, learn the function of the important
sewing controls.
•Sewing Controls
Understand the functions
of these key sewing
controls.
ORG returns the sewing arm and
the sewing position to design Origin
point. Origin symbol re-appears.
TRACE only traces when design is
at Origin. Does slow trace when
held continuously.
FWD advances sewing position
forward while machine is stopped.
Control Panel 2
Control Panel 2
Design Transfer
Color Code
Items in black – function only when
machine is stopped.
Items in red – function when machine is
running or stopped.
CUT cuts current thread and tucks
end into thread holder.
START starts sewing. Bypasses
trace. Sews in “creep” mode when
held down.
STOP stops sewing. Also when stopped
moves sewing position backwards.
Useful after thread breaks.
Needle Select Keys change the currently-selected needle while machine is stopped.
Chapter 2: Machine Setup & Orientation
Speed control – adjusts
max sewing speed.
Sewing arm movement
move pantograph arm with
the 4 blue arrow keys, hold
FF at same time for quick
movement
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Main Screen Information
Information Display on the main Drive screen
This screen shows information about the design, its
position and fit, and current sewing status
Total # of color blocks in the design
current block #
next 4 colors in sequence
Max allowed speed – set this with the + and –
keys up to 1200 spm.
Actual sewing speed – machine sews at
speeds up to max allowed speed, but varies
according to stitch length. Longer stitches
take more time, requiring a slower speed.
# of Stitches in design
current stitch position in design
Control Panel 2
Control Panel 2
Control Panel 2
Design Transfer
Current Hoop:
shows what type of
hoop is currently in
use on the machine.
origin indicator –
indicates that sewing
position is at the
design origin, before
the trace.
Active needle:
shows the currently
selected needle #
Indicator lights: serve as reminders for any edits that may have been
done to the design from the control panel (in order from left to right,
scale, rotate, satin pull compensation, repeat, auto origin return, offset
Chapter 2: Machine Setup & Orientation
Show design position & fit in hoop: pressing
FAST at this screen shows a map on the right
side of the design position & size(in blue)
against the sewable area of the hoop (in red)
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
General Tips in Navigating Main Menu Screens
In many of the screens accessed from the main menu, there are additional
options that can be accessed in the same way. In the sample screen shown
below, we’ve illustrated a few simple rules:
Control Panel 2
Control Panel 2
Design Transfer
View Design: This
option displays the
design full-screen with
any current changes
you’ve made to it.
Sub-menu: Contains
additional options for a
given screen.
Press MENU to
access the sub-menu.
You’ll see the
uppermost icon
highlight in blue.
Chapter 2: Machine Setup & Orientation
Press ESC to exit the
sub-menus and return
the cursor to the rest
of the Needle screen
(example shown here)
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
The Function Screen
The FUNC menu allows quick access for key machine functions directly in the
main drive screen.
Frame Type select here to tell the machine
to switch between tubular, cap, or border
frame sewing modes.
O Set: Positions the
origin (design) at the
current arm position.
TOP positions the hoop at
the top of the pattern.
Repeating returns hoop to
previous position.
Needle Jump alternatively
disengages (jump mode) or
engages (drive mode)
needle bar
LOG-IN: Set this to
log the machine on to
a Happy machine
network.
TURN-OFF: Always
try to power down the
machine from this
option, not at the
power switch.
FRAME POSITION displays the submenu
shown. Functions are shown below.
Frame position
Frame Type
O Set
Top
Needle Jump
Log – in
Turn-off
Control Panel 2
Control Panel 2
Design Transfer
Access this
menu by
pressing the
FUNC key.
CENTER centers
the hoop.
FRAME OUT
CENTER DESIGN
centers the hoop
and centers the
design in the hoop.
Chapter 2: Machine Setup & Orientation
POSITION moves hoop
to current stitch position.
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
The 6 Important Main Menu Screens
Important Main Menu Features
The options on the first page of the main menu have
the most important, useful functions.
Needle Screen is most important – for
assigning thread colors to the design.
Setting Menu allows you
to make useful changes to
the design.
Pattern Menu helps
manage designs
Position Function
lets you jump to any
point in the design
Frame Function allows you to fit and
locate a design in a selected hoop.
Read Screen allows you to read in
designs from the compact flash card.
Control Panel 2
Control Panel 2
Design Transfer
Chapter 2: Machine Setup & Orientation
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Needle Screen
Designs sew in a sequence of color blocks. In order that your machine sews each
color block with the correct color in the correct order, you can set that color sequence
in the Needle screen, shown here.
First match the thread color palette to the actual thread colors installed on the
machine. You’ll only need to do this once for all colors, then only for any time you
replace thread cones with other cone colors.
Control Panel 2
Control Panel 2
Design Transfer
NEEDLE
To set the color palette,
press MENU to access the
sub-functions on t he right
side, then arrow down to the
Palette icon.
Thread color
palette: lets you
tell the machine
which thread color
is assigned to a
given needle.
When properly
matched, it allows
a color-accurate
preview of the
design colors that
will actually sew.
Chapter 2: Machine Setup & Orientation
NEXT: THE COLOR PALETTE
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Needle Screen
Designs sew in a sequence of color blocks. In order that your machine sews each
color block with the correct color in the correct order, you can set that color sequence
in the Needle screen, shown here.
First match the thread color palette to the actual thread colors installed on the
machine. You’ll only need to do this once for all colors, then only for any time you
replace thread cones with other cone colors.
How to Change the color
assigned to each needle:
Use the blue arrow keys to
move the pointer to the
needle whose color you
wish to change. Then,
press SET, calling up a
color palette. Use the
arrow keys to choose a
different color and finally
press SET.
Selected needle number: move the
arrow to a needle number and press
SET to change the assigned color.
Control Panel 2
Control Panel 2
Design Transfer
NEEDLE
This lets you set the
garment color or
sewing background
NEXT: HOW TO SET THE COLOR SEQUENCE
Chapter 2: Machine Setup & Orientation
Press SET to call up
a color palette to
change the color.
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Needle Screen
Designs sew in a sequence of color blocks. In order that your machine sews each
color block with the correct color in the correct order, you can set that color sequence
in the Needle screen, shown here.
Currently-selected color
block # / total color blocks
Use the up and down arrow
keys to choose the needle
number for the desired color.
How to Set the Color Block
Sequence for A Design:
Follow steps 1-4 on the right
to set the color sequence for
a design. When finished,
press ESC to return to the
main menu, and/or ESC
again to return to the main
sewing screen.
Note: if a color block isn’t
assigned a needle #, that
block will show a needle # of
zero. When reaching that
color block number during
sewing, the machine will stop
and prompt the operator to
select a color.
1. Select the color block #
you wish to edit using the left
or right arrow keys.
2. The selected color block
will highlight to help confirm
the part of the design you’re
setting the color for.
3. Change the needle number
by using the up/down arrow
keys. Up increases, down
decreases the value.
4. Arrow to the next color
and continue until a needle# is
selected for all the color blocks
in the design.
Left & right arrow keys
select the color block
number.
Control Panel 2
Control Panel 2
Design Transfer
NEEDLE
Only 4 color blocks show
in the list. To navigate to
other color blocks, press the
left or right arrow key to shift
and show color blocks
earlier or later in sequence.
Appliqué: Pressing the
FUNC key when the
arrow is next to a
particular color block sets
a stop command (marked
by an asterisk * ) causing
the machine to sew that
color and stop before
continuing.
Chapter 2: Machine Setup & Orientation
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Pattern Screen
The control panel can store a maximum of 1,000,000 stitches of designs, or 99 designs
total. The Pattern screen lets you choose from these designs if you wish to sew a
design other than the current active design, as well as perform other design
management functions such as deleting, re-naming, duplicating and locking designs.
How to choose a design
in the Pattern menu:
1.Use the blue arrow keys
to select a pattern.
2.Press the SET key to
make that pattern the
active pattern.
3.Press ESC to return to the
main menu.
Design Information –
shows:
- Design name & number
- Stitch count
- # of color changes
- Height in mm
- Width in mm
- Distances from origin
point to top & bottom
edges
- Distances from origin
point to left & right edges
This pattern is locked,
preventing accidental
deletion or modification.
NEXT: 2ndpage of right side menu options
Control Panel 2
Control Panel 2
Design Transfer
PATTERN
Additional Options (access
these by pressing MENU)
View pattern full-screen
Lock selected pattern
Delete 1 or more patterns
Select trace types (slower
outline trace or faster but
less accurate area trace)
There are more options –
scroll below “Duplicate” to
jump to the second page,
shown on the next page.
Chapter 2: Machine Setup & Orientation
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Pattern Screen, right side options page 2
Shown here are the options on the second page of the right side menu.
Store designs in folder groups
With firmware 1.24, you can
divide designs into folder groups.
This indicator shows what folder
group you’re in.
Control Panel 2
Control Panel 2
Design Transfer
PATTERN
Second page of right-side
menu options
Save design back to flash
drive (card or USB stick)
Move design to folder
Create new folder
Sort designs by order
loaded or alphabetically
Thread break report for
selected design: shows
break locations (stitch #) of
last 30 thread breaks in a
design. Useful for
troubleshooting.
Chapter 2: Machine Setup & Orientation
NEXT: THE SETTING SCREEN
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Setting Screen
The Setting screen allows you to perform some useful modifications to the current
pattern. Any changes made to a design in the Setting screen will be saved with that
design and will be remembered as long as the design stays in the control panel
memory.
Left side of the Setting
screen shows:
- Design information
- Outline of the design to
display what’s being
done to the design i.e.
rotation, new size, etc.
Control Panel 2
Control Panel 2
Design Transfer
SETTING
The Setting screen
is divided into 4
tabbed sub-screens.
The functions on
each tab are
described on the
next 4 pages.
Chapter 2: Machine Setup & Orientation
NEXT: SETTING SCREEN 1stTAB
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Setting Screen
The Setting screen allows you to perform some useful modifications to the current
pattern. Any changes made to a design in the Setting screen will be saved with that
design and will be remembered as long as the design stays in the control panel
memory.
1stTab: useful design
editing functions
The functions found on the
default first tab perform
the most common edits:
re-scale, satin pull
compensation, and design
rotation.
Control Panel 2
Control Panel 2
Design Transfer
SETTING
Re-size design (no
stitch processor
Satin pull compensation
Rotate by degrees
Rotate or flip (in 90 deg.
increments
Chapter 2: Machine Setup & Orientation
NEXT: SETTING SCREEN 2ndTAB
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Setting Screen
The Setting screen allows you to perform some useful modifications to the current
pattern. Any changes made to a design in the Setting screen will be saved with that
design and will be remembered as long as the design stays in the control panel
memory.
2ndTab: Repeat
Function: This can be
useful if you wish to sew
the same design
repeatedly on a large
hoop i.e. to create a series
of patches.
Control Panel 2
Control Panel 2
Design Transfer
SETTING
Set number of rows
and columns
Spacing between columns
Spacing between rows
Toggle between “sew by
row” or “sew by column”
Chapter 2: Machine Setup & Orientation
NEXT: SETTING SCREEN 3rdTAB
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Setting Screen
The Setting screen allows you to perform some useful modifications to the current
pattern. Any changes made to a design in the Setting screen will be saved with that
design and will be remembered as long as the design stays in the control panel
memory.
3rdTab: Offset: This
function allows you to
program a design to sew a
design offset from center
by a given distance in mm
in the X and Y directions.
Note that –Y values move
the design lower in the
hoop and vice-versa. -X
values move the design to
the left in the hoop and
vice-versa.
Control Panel 2
Control Panel 2
Design Transfer
SETTING
Toggle auto origin on
or off
Set offset distance in
mm for X and Y values
Set offset to a corner of
the design
Set offset distance by
using the arrow keys
(sewing arm moves,
letting you “eyeball” the
offset)
Chapter 2: Machine Setup & Orientation
NEXT: SETTING SCREEN 4thTAB
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Setting Screen
The Setting screen allows you to perform some useful modifications to the current
pattern. Any changes made to a design in the Setting screen will be saved with that
design and will be remembered as long as the design stays in the control panel
memory.
4thTab: Frame-out for
applique
“Frame-Out” lets you
command the machine to
stop after sewing a specific
color block number and
then move the sewing arm
towards you by a specific,
pre-programmed distance.
As an example, this is
useful when sewing
appliqué, where sewing
needs to pause after the
marker stitch has been
laid. However, it can also
be done more simply in the
Needle screen (see page
12 in this chapter)
Control Panel 2
Control Panel 2
Design Transfer
SETTING
Choose color block # where
the frame-out occurs.
Set frame-out by moving
sewing arm
Set frame-out movement
numerically by entering
exact X and Y values in
mm
Chapter 2: Machine Setup & Orientation
NEXT: THE READ SCREEN
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Read Screen
The Read screen is used to read designs from a compact flash card or USB
jump drive.
Right side: design list from
Choose CF card or USB
Jump drive from the
selections shown on the
right when first selecting
“READ”.
Left side: “read settings”
for the design: allows you
to adjust the way the
machine reads in a design.
Some useful features are
illustrated here.
combine jump – net effect
reduces the number of trims
in a design
the card: shows 8 designs
at a time – to view the rest,
arrow down below the list
bottom or up to go higher.
Control Panel 2
Control Panel 2
Design Transfer
To access left
side options
To set left side
options back to
factory defaults
READ
stitch sweeper –always
turn on. removes
problematic short stitches.
sweep length –lets you
set the max size of the
stitches it deletes in tenths
of a mm. 4 is the
recommended value.
Chapter 2: Machine Setup & Orientation
NEXT: THE POSITION FUNCTION
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Position
Use the Position function if you wish to start sewing a design at any point other than
the beginning. Note that this is not used to return to position after a power fail recovery
or sewing interruption: in those cases, use the Position option accessed from the FUNC
key (when in the main “drive” screen)
Control Panel 2
Control Panel 2
Design Transfer
POSITION
Set sewing positon by
repeat # (if repeat function
is used
Set sewing position by
color block # - This is
used most commonly.
Set sewing position by
stitch# - Useful if you
remember the exact stitch
# where the machine left
off sewing
Chapter 2: Machine Setup & Orientation
NEXT: THE FRAME FUNCTION
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Frame Screen
The Frame function lets you choose a hoop for a design, check the design fit
and adjust the design position within the hoop.
HOW TO USE THE “FRAME” FUNCTION
Follow the steps on this page and the next to use the
Frame function.
1. Choose Frame from the
main menu.
2. Choose OK and press
SET at “Check the top of
pattern data”.
3. Choose frame type from
this menu.
Round,
Square,
Sock,
Custom
and
generic Non-registered
catch-all categories are
available. When finished
press SET.
Continued on next page
Control Panel 2
Control Panel 2
Design Transfer
FRAME
Chapter 2: Machine Setup & Orientation
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Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Frame Screen
The Frame function performs the same function as the FAST button in the Main/Drive
screen, (but with a few more options). It allows you to choose a hoop, then see/adjust
position and fit.
HOW TO USE THE “FRAME” FUNCTION
Follow the steps on this page to use the Frame function. (continued from previous page)
4. A screen appears showing
the available hoops for that
category. In the example on
the right, the Round hoop
category was chosen, so a
list of available round Hap py
hoops are shown. Sizes are
indicated in mm in the right
column (ignore the left
column of 2-digit numbers).
For example, if you wish to
choose a 12cm hoop, choose
“120”.
5. Press SET to select the
hoop. Design outline
appears in blue. Red line is
the safety margin for the
hoop. Black outline is outline
of hoop itself.
Control Panel 2
Control Panel 2
Design Transfer
FRAME
Choose a hoop and
press SET: the right
side numbers indicate
hoop size in mm.
(The left side number
is an internal
reference # and not
useful)
Chapter 2: Machine Setup & Orientation
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Frame Screen
The Frame function performs the same function as the F.F button in the Main/Drive
screen, (but with a few more options). It allows you to choose a hoop, then see/adjust
position and fit.
HOW TO USE THE “FRAME” FUNCTION
Follow the steps on this page to use the Frame function. (continued from previous page)
6. Check position and fit, use
the controls to adjust if
needed or desired. For
HAPPY hoops, the red
outline is an accurate
indicator of the safe, usable
area and position in the hoop.
Use the arrow keys to move
the design position (blue
outline) within the usable
area. If the blue outline is too
big for the red area, it means
the design is too large for the
selected hoop.
Control Panel 2
Control Panel 2
Design Transfer
FRAME
This is a map . . .
. . .of how you can use
these controls to
reposition the design.
To auto-center the design in
the hoop, you can press
FUNC, as indicated by the
control map on the right side
of the screen.
7. Press SET to confirm and
trace when finished before
exiting back to the main
menu and Drive screen.
Chapter 2: Machine Setup & Orientation
NEXT: HOW TO SET UP FOR CUSTOM HOOP SIZES IN THE FRAME SCREEN
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Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Frame Screen
On this page and the next, you’ll learn how to use the “user” option in the
Frame function to choose a non-standard hoop instead of the library of
HAPPY hoops.
STEPS FOR WORKING WITH CUSTOM SIZED HOOPS
.
1. Choose the Custom
frames category for frame
type using the left/right
arrow keys.
2. Select 1 of the 5 available
slots and press SET to
select a user-defined frame.
3. To edit/set up a selected
user-defined frame, pres s
MENU after selecting it.
This allows you to choose
the Data Entry mode for that
hoop. (shown top right).
P. FOOT
Control Panel 2
Control Panel 2
Design Transfer
FRAME
Option to set up
selected
custom hoops
Option to offset the
selected hoop –
useful for offcenter hooping
systems
Chapter 2: Machine Setup & Orientation
Continued on next page
26
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Important Main Menu Screens: Frame Screen
On this page and the next, you’ll learn how to use the “user” option in the
Frame function to choose a non-standard hoop instead of the library of
HAPPY hoops.
STEPS FOR WORKING WITH CUSTOM SIZED HOOPS
.
4. Set the hoop class –
choose round or rectangular
then press SET.
5. Set the hoop size –
For a round hoop, enter 1
number: the diameter in mm.
For a rectangular hoop,
enter 2 numbers: the height
(Y) and and width (X) in mm.
Control Panel 2
Control Panel 2
Design Transfer
FRAME
6. The new hoop size will
appear in this list
next to the custom slot
you’ve set up.
Chapter 2: Machine Setup & Orientation
P. FOOT
NOTE: On 3rd-party hoops, actual sewing area may differ from hoop’s stated size, based
on hoop shape presser foot clearance and other factors. Always test sewing area after
entering hoop dimensions. This is especially true of square/rectangular hoops.
Next: Transferring
Designs
27
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transferring Designs into Your Machine
In this section, we provide detailed steps about the 2 most common
ways to transfer a design into your machine to be sewn:
–USB connection or
–Compact flash card
Compact Flash Card – (shown
inserted into PCMCIA adapter
sleeve) inserts into this slot on the
side of the control panel. It works
like a floppy disk or a USB jump
drive: connect the Flash card to a
computer, save the design onto the
flash card, and insert the flash card
into the machine.
Control Panel 2
Design Transfer
Design Transfer
USB port is found on rear
wall of machine with other
ports. You can connect a
Windows PC to the machine
with a USB cable so you
can transfer designs and
perform other functions.
On the following pages, we’ll go over the steps for both
methods in detail. Next: USB connection
Chapter 2: Machine Setup & Orientation
28
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer via USB Connection
One-Time Set-up of the USB Connection (continued from last page)
Follow the steps on these pages to set up your PC for a USB connection. You’ll
only need to do this once.
2. Wait for the CD install screen to appear.
1. Run the CD that
came with your
machine before
connecting your
HAPPY machine to
your computer.
5. Launch the HAPPYLINK program you installed in
Step 3.
HAPPYLINK program window
3. Install
HAPPYLINK.
Install 3.07 or
newer for Vista 64
or Windows 7.
4. Click to install the
appropriate USB
driver for your
Windows Operating
system.
6. Click on File…Options until the dialog box shown below
appears. Ensure that the dialog box is set as shown below,
then click OK.
check “compatible”
set to 12 needles
set to USB
no borer
Control Panel 2
Design Transfer
Design Transfer
For 64-bit versions of
Windows Vista and all
versions of Windows 7,
choose USB-COM. You’ll
have to find the port# after
connecting your Happy
machine via USB cable
and letting the driver set
up, as in the next page.
Return to this screen here
on the left after finding the
virtual COM port#
assigned to your HAPPY
machine by Windows.
Chapter 2: Machine Setup & Orientation
29
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer via USB Connection
One-Time Set-up of the USB Connection (continued from last page)
Follow the steps on these pages to set up your PC for a USB connection.
5. Ensure that your HAPPY machine is
turned off, and connect a USB
cable between your PC and the
machine. You may use the cable that
came with your machine or purchase
a longer one at any computer supply
store. Ensure that any USB cable you
purchase is high-quality and under 16
feet.
6. Power on your HAPPY machine and watch your PC screen.
Windows should detect the machine, starting the Hardware
Installation Wizard, similar to what is shown below.
USB port
Connect
USB cable
Rear view of
machine
7. Continue through the prompts, ensuring that at some point, Windows
identifies the new hardware as “02 Happy Embroidery Machine” for
Windows XP / Vista 32, or, in Vista 64/Windows 7, lists it in the Device
Manager under Ports. Be sure to note the port#.
Any USB port
on your PC
Control Panel 2
Design Transfer
Design Transfer
8.Continue until the message “Your new hardware is installed and read y to use” or a similar message appears.
Chapter 2: Machine Setup & Orientation
30
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer via USB Connection
One-Time Set-up of the USB Connection (continued from last page)
Follow the 11 steps on these pages and the next to set up your PC for a USB
connection.
11. Launch the HAPPYLINK program again. If you’ve done everything correctly, the USB
connection indicator should appear as a solid grey icon in the top-left corner of the program
bar as shown below.
USB connection
indicator
Control Panel 2
Design Transfer
Design Transfer
NEXT: Actual Steps to Transfer a Design by USB Cable
Chapter 2: Machine Setup & Orientation
31
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer via USB Connection
Actual Steps to Transfer a Design by USB
Once you’ve properly set up HAPPYLINK and the USB drivers on your PC,
you’ll only need to follow the 5 steps on this page to actually transfer designs.
1. Ensure that the machine is powered on and at the main
(drive) screen. Your PC will only be able to transfer
designs from this screen.
This is the main
(drive) screen.
3. Launch the HAPPYLINK program and check to
ensure the USB icon is lit.
2. Connect the USB cable between machine and PC if you
haven’t already done so.
1. Choose format here
(either DST or TAP –
the machine will read
both.)
4. Open your design by clicking on File…Pattern Open.
The above dialog box appears. Follow the directions
indicated above, and your design should open (in grey
tones) into HAPPYLINK.
2. Browse here to
the folder where
your design is
saved.
Control Panel 2
Design Transfer
Design Transfer
3. Your design will
appear here.
Click once to
highlight it and
click OK.
5. Click the Send Pattern
Icon. The design will
transfer from your PC to
the machine.
Chapter 2: Machine Setup & Orientation
Send Pattern
icon
32
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer by CF card or Jump Drive
Which Compact Flash cards to buy
The slot located on the side of the machine’s control panel accepts flash memory cards, to allow you to
transfer designs into memory from a computer. To do this, you’ll need to buy the 3 items shown on
this page from most stores that sell computer or digital camera supplies.
3. USB to compact flash
card reader – needed if
your PC does not have a
PCMCIA slot. (most
don’t, though some
laptops have one).
Allows you to connect
your card to a computer
1. PCMCIA Adapter – Allows
the card to fit into the
machine’s flash card slot.
For PC’s (some laptops) that
also accept PCMCIA cards,
there is no need for (3) the
USB to compact flash
adapter.
2. Compact Flash card –
This is the memory card
itself. Your machine
accepts compact flash
cards up to 1 Gigabyte
in size.
and save designs to it.
Control Panel 2
Design Transfer
Design Transfer
USB “Jump” Drives are a little easier to work with they require no
adapter and plug directly into the USB port behind the control panel. They
are not as brand-specific. Larger capacity jump drives are more likely to
work. Be sure the drive is formatted in FAT32 for capacities larger than 1Gb.
Chapter 2: Machine Setup & Orientation
NEXT: ALTERNATE FORMS OF FLASH MEDIA
33
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer by CF card or Jump Drive
Other Types of Flash memory (What not to Buy)
Your HAPPY machine was designed to accept other types of Flash cards, but none have worked as
successfully as Sandisk-brand compact flash cards. For your assistance, we’ve identified other types of
flash memory cards available below. We have attempted to show the cards approximately to scale with
each other. Note that compatibility with these types may improve as revisions of the machine’s on-board
firmware and hardware are released.
GOOD
SanDisk brand
Compact Flash card:
This has worked with
the greatest success
with HAPPY machines,
and is widely available.
Other brands of
compact Flash card:
Some other types work,
although not all.
Memory Stick: This
has been the least
successful of the
other Flash media
types
SD Card: Few brands
of this type have been
found to work.
Control Panel 2
Design Transfer
Design Transfer
Jump Drive Brands: To
date, most brands of USB
jump drives have worked.
Most larger capacity
drives are even readable
(4Gb, 8Gb, etc)
Chapter 2: Machine Setup & Orientation
SmartMedia Card:
Few brands of this
type have been found
to work.
NEXT: HOW TO USE YOUR COMPACT FLASH CARD or JUMP DRIVE
Other Types of Adapter
Sleeves: All-in-1 adapter
sleeves have had limited
success, even Sandisk brand.
34
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer by CF card or Jump Drive
How to Use CF Cards or USB Jump Drives to Transfer Designs
Follow the steps on these pages to transfer designs from a PC into your HAPPY machine
with a Compact Flash card.
1. Connect the Compact Flash card or USB
Jump drive to your computer. For compact
Flash, nsert the card into a PCMCIA adapter first
(if your laptop has this type of slot) or otherwise
insert it into the USB reader.
To computer
To computer
USB reader
PCMCIA card
or
2. Start HAPPYLINK and open the design
you wish to transfer from File… Pattern
Open. You’ll see the dialog box below
appear. Follow the directions.
1. Choose format here
(either DST or TAP –
the machine will read
both.)
2. Browse here to
the folder where
your design is
saved.
Control Panel 2
Design Transfer
Design Transfer
3. Your design will
appear here.
Click once to
highlight it and
click OK.
For USB jump drives, just
plug the drive into any
available USB port on
your PC.
Chapter 2: Machine Setup & Orientation
35
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer by CF card or Jump Drive
How to Use Compact Flash Cards to Transfer Designs
Follow the 9 steps on these pages to transfer designs from a PC into your HAPPY machine
with a Compact Flash card.
3. (optional step) Set the color sequence. Click on
the icon shown below to do so. Or if you choose,
you can set colors in your machine.
4. Save the file to the Flash card or jump drive.
Click on File…Save As. The dialog box shown
below appears. Follow the directions below to
save, then close HAPPYLINK.
Control Panel 2
Design Transfer
Design Transfer
5.Click on Safely Remove Hardware Icon to shut off the card. You’ll
find this icon at the lower-right edge of the screen near the clock.
Continue until the message “It is now safe to remove” appears.
Chapter 2: Machine Setup & Orientation
36
Education Department
Training Workbook: HAPPY HCD-1501 Operat ion an d Maint enance
Machine Setup
Transfer by CF card or Jump Drive
How to Use Compact Flash Cards to Transfer Designs
Follow the 9 steps on these pages to transfer designs from a PC into your HAPPY machine
with a Compact Flash card.
6. Insert the Flash card into the
machine. You’ll need to insert the
card into the PCMCIA adapter sleeve.
Release tab pops
out when the card
is inserted fully.
Insert card
fully into slot
until it snaps
softly into
place.
USB jump drive port
is located behind the
control panel at the end
of the arm.
7. Go to the Read screen in the
control panel to read the card.
From the main (drive) screen press
MENU and click the blue arrow
keys to go to the READ and press
SET.
READ
8. Find your design in the list. Any
DST & TAP designs will show
automatically in a list on the right.
Choose your design with the blue
arrow keys and press SET.
Control Panel 2
Design Transfer
Design Transfer
Your design
will appear in
this list.
2. Press SET
after choosing
your design.
Press ESC to
return to main
menu.
9. Press ESC to return to the main (drive) screen. Once the design is imported from the READ screen, press the ESC
button until you’ve returned to the main Drive screen, where image of your design should now appear. (The next step
will be to set the colors in the Needle screen.)
NEXT: CHAPTER 3: SEWING CHECKLIST, UPPER TENSION TEST
Chapter 2: Machine Setup & Orientation
37
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