Octopus 44364 Installation Manual

Octopus 44364 Installation Manual

Type r autopilot drive unit system packs

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type r autopilot drive unit system packs
installation manual
oc15269 rev F 27 July 2012

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  • Page 1 type r autopilot drive unit system packs installation manual oc15269 rev F 27 July 2012...
  • Page 2 The information contained in this document is the sole property of Octopus Products Inc. Any reproduction in part or whole without the written permission of Octopus Products Inc. is prohibited. Octopus Products Inc will nor be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance or use of this document.
  • Page 3: Table Of Contents

    www.octopusdrives.com www.octopuseurope.com contents introduction System Overview ..........4 Compatibility Information .
  • Page 4: A1 System Overview

    The Octopus Type R Remote Drive is a rotary mechanical autopilot drive system which makes it simple and economical to fit an autopilot on smaller powerboats with mechanical push-pull cable steering or small sailboats with a steering quadrant or tiller.
  • Page 5: A3 Important Safety Features

    www.octopusdrives.com www.octopuseurope.com important safety Features The Helmsperson should be made aware of the two following safety features before using the Autopilot: A3a Manual Release The drive features a manual release in case the Autopilot is switched to manual mode by mistake, which could result in a dangerous manoeuvre or violent move- ment of the steering wheel on a powerboat due to propeller action or trim forces.
  • Page 6: Mechanical Installation

    www.octopusdrives.com www.octopuseurope.com mecHanical installation available space - physical envelope & orientation The selected installation site should provide adequate space to accommodate the drive unit including the entry and exit points for the steering cable. The drive can be mounted at any angle. Note that no access for maintenance purposes is required. The steering cable entry and exit ports are reversable, so the cable entry and exit ports can be selected for the best installation arrangement on the particular vessel.
  • Page 7: B1A Drive Installation

    www.octopusdrives.com www.octopuseurope.com B1a Drive Installation The design of the Type R Autopilot Drive System gives a high degree of flexibility in the location of the drive unit relative to the steering mechanism, however factors such as the optimum steering cable route and also the length of the steering cable (6ft / 1.8m standard, other lengths available) will influence the final location.
  • Page 8: B2 Outboard Engined Boats

    www.octopusdrives.com www.octopuseurope.com outboard engined boats The Outboard Installation Kits can be fitted to mechanical push-pull cable steered vessels that are powered by MOST of the popular Yamaha (MDRESYS-C) and Mercury/Mariner/Suzuki (MDRESYS-D) models of outboard engine. It is recom- mended for use on vessels with a maximum speed of 44mph and should NOT be fit- ted to vessels where the maximum horsepower of the engine exceeds the maximum horsepower rating for the vessel as stated on the vessel manufacturer’s tag.
  • Page 9 www.octopusdrives.com www.octopuseurope.com • Remove steering link arm i) To simplify the re-assembly proce- dure, make a note of the connections between the steering link arm and the Steering link arm manual steering cable and engine tiller. ii) Disconnect the steering link arm from the manual steering cable and the engine tiller.
  • Page 10 www.octopusdrives.com www.octopuseurope.com • Fit the cable guide tube to the cable mount bracket i) Both the locknuts and the guide tube thread should be lubricated with marine quality grease before assembly. ii) Slide the guide tube into the cable mount bracket as shown (Fig B7). Cable guide tube Locknuts...
  • Page 11 www.octopusdrives.com www.octopuseurope.com • Fit the dual block to the rod ends of the primary and secondary steering cables. i) Disassemble the dual block assembly. ii) Insert the two cable rod ends into the slots of the dual block. iii) Align the crossholes and bolt through. The anti-vibration washers and nuts supplied must be fitted in the correct order with the serrated face of the washer in contact with the the nut face and the dual block face.
  • Page 12: B3 Sterndrive Boats Mercruiser Dhb 1994

    1994+ The Octopus MDRESYS-A Type R Sterndrive pack can be fitted to mechanical push-pull cable controlled sterndrive power assisted steering cylinders made by Mercruiser (DHB). The installation kit allows the second steering cable for the Type R drive to be fitted to the sterndrive steering system.
  • Page 13: B3C Installation

    www.octopusdrives.com www.octopuseurope.com B3c Installation • Prepare the steering cylinder i) Use the helm to extend the steering cylinder to full hard over as shown in Fig B13 (it may be necessary to run Clevis the engine to do this). Clevis bracket ii) Remove the cotter and clevis pins that connect the primary steering cable...
  • Page 14 www.octopusdrives.com www.octopuseurope.com • Pre-fit the secondary steering cable to the guide tube/yoke assembly Guide tube/ i) Both the cable nut, the guide tube yoke assembly thread and the inside of the guide tube should be liberally lubricated with Secondary steering cable marine quality grease before assembly.
  • Page 15 www.octopusdrives.com www.octopuseurope.com v) Use the manual helm to set the steering to the midstroke position. Adjust the position of the drive collar so that there is a 7.4in (188mm) gap between it and the front face of the steering cylinder (Fig B17). Tighten the drive collar clamp screw and torque to 175in-lb (19Nm).
  • Page 16: B4 Sterndrive Boats Volvo Gasoline & Diesel Usa 1997 Onwards

    Gasoline & diesel usa 1997 onwards The Octopus MDRESYS-A Type R Sterndrive pack can be fitted to mechanical push-pull cable controlled sterndrive power assisted steering cylinders made by Volvo for Gasoline engines and also Diesel engines in the USA since 1997.
  • Page 17: B4C Installation

    www.octopusdrives.com www.octopuseurope.com B4c Installation • Prepare the steering cylinder i) Use the helm to extend the steering Clevis cylinder to full hard over as shown in Fig B19 (it may be necessary to run the engine to do this). ii) Remove the cotter and clevis pins that connect the primary steering cable Clevis rod end to the steering cylinder clevis...
  • Page 18 www.octopusdrives.com www.octopuseurope.com • Pre-fit the secondary steering cable to the guide tube/yoke assembly Guide tube/ i) Both the cable nut, the guide tube yoke assembly thread and the inside of the guide tube should be liberally lubricated with Secondary steering cable marine quality grease before assembly.
  • Page 19 www.octopusdrives.com www.octopuseurope.com v) Use the manual helm to set the steering to the midstroke position. Adjust the position of the drive collar so that there is a 7.3in (185mm) gap between it and the front face of the steering cylinder (Fig B23). Tighten the drive collar clamp screw and torque to 175in-lb (19Nm).
  • Page 20: B5 Sterndrive Boats Mercruiser Saginaw 1983-93

    1983-93 The Octopus MDRESYS-B Type R Sterndrive pack can be fitted to mechanical push-pull cable controlled sterndrive power assisted steering cylinders fitted to Mercruiser Alpha One Generation II and Bravo Sterndrives between 1983 and 1993 (Saginaw).
  • Page 21: B5C Installation

    www.octopusdrives.com www.octopuseurope.com B5c Installation • Prepare the steering cylinder Clevis i) Use manual helm to set the steering cylinder to the mid stroke position as shown in Fig B25 (it may be neces- sary to run the engine to do this). ii) Remove the cotter and clevis pins Clevis that connect the primary steering...
  • Page 22 www.octopusdrives.com www.octopuseurope.com • Fit the clevis block to the secondary steering cable rod end i) Remove the hitch pin from the clevis Clevis block pin. block Hitch ii) Remove the nut, 2 x anti-vibration washers and bolt from the clevis block. ii) Insert the cable rod end into the slotted hole in the clevis block.
  • Page 23 www.octopusdrives.com www.octopuseurope.com • Mount the connection kit and secondary steering cable to the steering cylinder. This stage of the assembly will be easier if the Type R drive unit is not connected to the secondary steering cable at this point, as fine adjustments to the drive collar positioning are necessary and the backdrive friction from the drive unit will make this more difficult.
  • Page 24: B6 Sterndrive Boats Volvo Diesel Europe

    The Octopus MDRESYS-B Type R Sterndrive pack can be fitted to mechanical push-pull cable controlled sterndrive power assisted steering cylinders made by Volvo for Diesel engines in Europe. The installation kit allows the second steering cable for the Type R drive to be fitted to the sterndrive steering system.
  • Page 25: B6C Installation

    www.octopusdrives.com www.octopuseurope.com B6c Installation • Prepare the steering cylinder Clevis i) Use manual helm to set the steering cylinder to the mid stroke position as shown in Fig B32 (it may be neces- sary to run the engine to do this). ii) Remove the cotter and clevis pins Clevis that connect the primary steering...
  • Page 26 www.octopusdrives.com www.octopuseurope.com • Fit the clevis block to the secondary steering cable rod end i) Remove the hitch pin from the clevis Clevis block pin. block Hitch ii) Remove the nut, 2 x anti-vibration washers and bolt from the clevis block. ii) Insert the cable rod end into the slotted hole in the clevis block.
  • Page 27 www.octopusdrives.com www.octopuseurope.com • Mount the connection kit and secondary steering cable to the steering cylinder. This stage of the assembly will be easier if the Type R drive unit is not connected to the secondary steering cable at this point, as fine adjustments to the drive collar positioning are necessary and the backdrive friction from the drive unit will make this more difficult.
  • Page 28: B7 Inboard Engined Boats & Sailboats

    9ft (2.75m) Secondary Steering Cable* * Recommended for twin engine/rudder installations . Octopus universal Steering cable installation kit Quick release clevis bracket Octopus Type R drive unit Steering tiller/quadrant Fig B38 - Inboard installation configuration Subject to change without notice OC15269 REV F...
  • Page 29: B7C Installation

    www.octopusdrives.com www.octopuseurope.com B7c Installation • Determine the mounting position of the installation kit (Fig B39) This stage of the assembly will be easier if the Type R drive unit is not connected to the secondary steering cable at this point, as fine adjustments to the drive collar positioning are necessary and the backdrive friction from the drive unit will make this more difficult.
  • Page 30 www.octopusdrives.com www.octopuseurope.com Fig B40 - Inboard kit installation envelope Subject to change without notice OC15269 REV F 30 of 44...
  • Page 31 www.octopusdrives.com www.octopuseurope.com Shoulder • Fit the clevis bracket to the tiller/quadrant bolt i) Use manual helm to set the rudder to the centerline position. Bush Clevis ii) Using the information from the bracket installation envelope diagram, drill Bush an 0.375in (9.5mm) diameter hole through the tiller/quadrant at a distance of 6in (152mm) from the rudder stock*.
  • Page 32: B7D Quick Release

    www.octopusdrives.com www.octopuseurope.com • Attach the steering cable to the tiller i) Rotate the steering cable rod end so Hitch pin that the hole is horizontally aligned. ii) Position the steering cable rod end into the clevis bracket (Fig B43). Quick release locking pin iii) Insert the quick release locking pin and lock in place using the hitch pin.
  • Page 33: B8 Routing Steering Cable

    www.octopusdrives.com www.octopuseurope.com routing steering cable When deciding on the routing path for the Type R drive steering cable, consideration must be given to the following points: i) There must be sufficient slack in the cable to allow for any movements of the steering mechanism when steering from lock to lock - ensure that no part of the cable is under stress at any point of steering, otherwise damage to the cable may result over long term usage.
  • Page 34: B9 Connecting Steering Cable To Drive

    www.octopusdrives.com www.octopuseurope.com connecting steering cable to drive Either port can be use for the steering cable entry - select the most convenient for the installation. i) Remove the lock bolts, nuts and washers from both ports (Fig B45). ii) Insert the steering cable into the drive port.
  • Page 35: B10 Rudder Feedback Unit (Rfb) Installation & Calibration

    www.octopusdrives.com www.octopuseurope.com rudder Feedback unit (rFb) installation & calibration Most autopilots require a rudder feedback device which is usually attached directly to the rudder - this complicates installation in certain applications, particularly with sterndrive and outboard engined boats. They are often exposed to the elements and prone to damage due to order code autopilot resistor their location.
  • Page 36: B10B Calibration And Installation

    www.octopusdrives.com www.octopuseurope.com B10b Calibration and Installation The calibration routine should be performed after the drive unit has been fitted to the vessel and wired up to the autopilot. The RFB should also be electrically connected to the autopilot prior to calibration (refer to sections C1 and C2). i) Remove the RFB module from the drive housing (if already fitted) by removing the two fixing screws.
  • Page 37: B11 Interference Evaluation (Outboard Engines Only)

    www.octopusdrives.com www.octopuseurope.com interference evaluation (outboard engines only) It is vital that an operating clearance check is performed between the second steer- ing cable, outboard fitting kit and the existing hardware including hoses, electrical cables and control cables before the system is connected to an autopilot system or the boat is taken to sea.
  • Page 38: Electrical Installation

    www.octopusdrives.com www.octopuseurope.com electrical installation connecting drive to autopilot As the Type R Autopilot Drive is designed drive cable autopilot to work with most autopilot manufacturers’ equipment, the wiring colors or connection MOTOR +12V references will differ slightly in each case. However, drive to autopilot connections BLACK MOTOR -12V (0V)
  • Page 39: C2B Connection - Simrad Autopilots

    Computer together as shown in Fig C4. Use a marine grade electrical con- nection strip and ensure the wires are properly insulated and protected. iv) Connect Octopus Signal Conversion Module output wires to Auto Pilot Junction Box following Auto Pilot installation and wiring diagram.
  • Page 40: D1 Accessories

    www.octopusdrives.com www.octopuseurope.com appendix accessories oc15suk12b Type B - Multi I/O Connection Kit – To Fit to Sterndrive Power Assist Steering Cylinders for Mercruiser engines (from 1994) and Volvo Gas engines & Volvo Diesel engines USA (from 1997) oc15suk12c Type C - Multi I/O Connection Kit – To fit to Sterndrive Power Assist Steering Cylinders for Mercruiser Saginaw (up to 1993) and Volvo Diesel drives Europe (from 1994) oc15suk15a...
  • Page 41: D2 General Maintenance Guide

    www.octopusdrives.com www.octopuseurope.com General maintenance Guide • Grease the installation kit by applying a grease gun to the grease nipple on the guide tube after installation and at regular intervals thereafter. • Check the complete steering system and all fixings for security and integrity after a few hours of operation and at frequent intervals.
  • Page 44 Octopus Products Inc. Vancouver, Canada Tel 604 940 2010 Fax 604 952 2650 www.octopusdrives.com www.octopuseurope.com OC15269 REV F...

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