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  5. Installation Manual

Octopus 44364 Installation Manual

Summary of 44364

  • Page 1

    Type r autopilot drive unit system packs installation manual oc15269 rev f 27 july 2012 powerboat & sailboat systems.

  • Page 2

    2 of 44 subject to change without notice oc15269 rev f revision history revision description e redesign in booklet format f see dcr # 0961 © 2012 octopus products inc. All rights reserved. The information contained in this document is the sole property of octopus products inc. Any reproduction in pa...

  • Page 3: Contents

    Www.Octopusdrives.Com www.Octopuseurope.Com contents a introduction a1 system overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 a2 compatibility information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 a3 important s...

  • Page 4: Introduction

    A introduction 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. The type r dr...

  • Page 5

    A3 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 violen...

  • Page 6: Mechanical Installation

    Vertical mount horizontal mount fig b1 - mounting options b mechanical installation b1 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 ca...

  • Page 7

    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, oth...

  • Page 8

    B2 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 spee...

  • Page 9

    • 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 manual steering cable and engine tiller. Ii) disconnect the steering link arm from the manual steering cable and the engine tiller. Iii) retain the link arm and...

  • Page 10

    • 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). 10 of 44 subject to change without notice oc15269 rev f www.O...

  • Page 11

    • 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 th...

  • Page 12

    Primary steering cable fig b12 - mercruiser dhb 1994+ cylinder installation configuration secondary steering cable octopus sterndrive installation kit mercruiser dhb steering cylinder octopus type r drive unit b3 sterndrive boats mercruiser dhb 1994+ the octopus mdresys-a type r sterndrive pack can ...

  • Page 13

    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 the engine to do this). Ii) remove the cotter and clevis pins that connect the primary steering cable rod end to the steering cylinder cl...

  • Page 14

    • pre-fit the secondary steering cable to the guide tube/yoke assembly i) both the cable nut, the guide tube thread and the inside of the guide tube should be liberally lubricated with marine quality grease before assembly. Ii) insert the rod end of the secondary steering cable into the threaded end...

  • Page 15

    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). Tighten the drive c...

  • Page 16

    16 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com primary steering cable fig b12 - mercruiser dhb 1994+ cylinder installation configuration secondary steering cable octopus sterndrive installation kit volvo steering cylinder (model 3860883 shown) oct...

  • Page 17

    17 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com b4c installation • prepare the steering cylinder i) use the helm to extend the steering cylinder to full hard over as shown in fig b19 (it may be necessary to run the engine to do this). Ii) remove th...

  • Page 18

    Fig b22 - fitting connection kit to steering cylinder shoulder screw 18 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com • pre-fit the secondary steering cable to the guide tube/yoke assembly i) both the cable nut, the guide tube thread and the inside ...

  • Page 19

    19 of 44 subject to change without notice oc15269 rev f 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 cylinde...

  • Page 20

    20 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com primary steering cable fig b24 - mercruiser saginaw 1983-93 cylinder installation configuration secondary steering cable octopus sterndrive installation kit mercruiser saginaw steering cylinder octopu...

  • Page 21

    21 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com b5c installation • prepare the steering cylinder 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...

  • Page 22

    22 of 44 subject to change without notice oc15269 rev f 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 block pin. Ii) remove the nut, 2 x anti-vibration washers and bolt from the clevis block. Ii) ins...

  • Page 23

    23 of 44 subject to change without notice oc15269 rev f 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...

  • Page 24

    24 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com primary steering cable fig b31 - volvo diesel (europe) cylinder installation configuration secondary steering cable octopus sterndrive installation kit volvo 872215 steering cylinder octopus type r dr...

  • Page 25

    25 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com b6c installation • prepare the steering cylinder 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...

  • Page 26

    26 of 44 subject to change without notice oc15269 rev f 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 block pin. Ii) remove the nut, 2 x anti-vibration washers and bolt from the clevis block. Ii) ins...

  • Page 27

    27 of 44 subject to change without notice oc15269 rev f 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...

  • Page 28

    B7 inboard engined boats & sailboats the universal inboard installation kit can be fitted to mechanically steered inboard engined boats with access to a quadrant or tiller or smaller sailboats. It is recom- mended for use on vessels with a maximum speed of 44 mph. The installation kit allows the sec...

  • Page 29

    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 ...

  • Page 30

    30 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com fig b40 - inboard kit installation envelope.

  • Page 31

    • fit the clevis bracket to the tiller/quadrant i) use manual helm to set the rudder to the centerline position. Ii) using the information from the installation envelope diagram, drill an 0.375in (9.5mm) diameter hole through the tiller/quadrant at a distance of 6in (152mm) from the rudder stock*. *...

  • Page 32

    • attach the steering cable to the tiller i) rotate the steering cable rod end so that the hole is horizontally aligned. Ii) position the steering cable rod end into the clevis bracket (fig b43). Iii) insert the quick release locking pin and lock in place using the hitch pin. • refer to section b9 o...

  • Page 33

    B8 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 p...

  • Page 34

    B9 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. Using moderate force, guide the inner ...

  • Page 35

    B10 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 ...

  • Page 36

    36 of 44 subject to change without notice oc15269 rev f 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 conn...

  • Page 37

    37 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com b11 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 inclu...

  • Page 38: Electrical Installation

    38 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com c electrical installation c1 connecting drive to autopilot as the type r autopilot drive is designed to work with most autopilot manufacturers’ equipment, the wiring colors or connection references wi...

  • Page 39

    39 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com c2b connection - simrad autopilots the rfb module oc15suk27d must be used in conjunction with the signal conversion module oc15suk83 when integrating with simrad autopilots. I) important - all wiring ...

  • Page 40: Appendix

    40 of 44 subject to change without notice oc15269 rev f www.Octopusdrives.Com www.Octopuseurope.Com d appendix d1 accessories oc15suk12b oc15suk12c oc15suk15a oc15suk15b oc15suk19 oc15109-6 oc15109-9 oc15109-12 oc15suk27 oc15suk27a oc15suk27b oc15suk27d oc15suk27e oc15suk83 type b - multi i/o connec...

  • Page 41

    D2 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 fre...

  • Page 44

    Oc15269 rev f octopus products inc. Vancouver, canada tel 604 940 2010 fax 604 952 2650 www.Octopusdrives.Com www.Octopuseurope.Com.