Hi,
I have replaced heads on Revox machines only and removed the head block in all cases. For a B77 and C270, there is some dismantling to be done to disconnect the wiring. For an A700 it is easy peasy as the head block is removed after removal of 3 screws. All wiring is on a plug/socket.
I have clear leader tape which I use to set up the head height. I have spliced a loop of it which I can lay over the head block with the heads facing upwards. I dangle a 5" reel in the loop for a bit of tension. The height is then set to put the head central in the path of the leader. To set the Zenith, I have cut pieces of old credit cards which are slid down between the Rec and Play heads to sit on the machined base of the head block. The edge which is 90 deg to it is then used to set the tilt. With the head block between a strong light source and eye, the zenith is adjusted until the whole of the surface of the head appears at the same time with small movements of the head block. The Play Head is best with the credit card reference. The Rec head may be set to the erase head as Tapetech has said. Which ever is easiest. If the top or bottom edge of the head appears first then adjustment is required. The clear leader (front screw) and credit card (back screw) are repeated until no further improvements can be achieved. The Azimuth is kept with them but only by eye looking directly from the front. Bear in mind that any error in Zenith will force the tape to creep either up or down as the tape will be trying to run true on a ramp. So an error in Zenith may enforce an error in height as the tape slides down or up the slope. Hence the repeat till no better!!
So far this has been successful for me as the wear pattern has not yet been trapezoidal. It can be time consuming BUT this is the reference/starting point for the whole machine alignment. Errors here may render the following electronic set up procedure a complete waste of time as it will not work. The final Azimuth MUST be done with a reference tape!!
Bear in mind I am doing this as a hobby and I am prepared to put in the time involved with this. Also I do not do it often!! Azimuth and cal may be done on a reasonably regular basis but these two adjustments a really "New Head Initial Set Up" and should last for the life of the heads in question.
Hope this helps. Thanks to Tapetech for his professional view for us hobbyists.
Cheers.
GPS16