Steering Gear Selection and Installation Manual
Steering Gear Selection and Installation Manual
Steering Gear Selection and Installation Manual
STEERING GEAR
SELECTION AND INSTALLATION
Rev 01/2012
NOTES ON WARRANTY
Kobelt Manufacturing provides installation and maintenance instructions for its
products. If these guidelines are not followed, the warranty will be voided.
For detailed instructions, please contact our Distributors or go to our website at
http://www.kobelt.com
STEERING GEAR
For many years Kobelt Manufacturing has been making hydraulic components for all kinds of
devices, mainly steering gear and associated components. We use only the finest seals in
order to insure long life without leakage. Any and all hydraulic components are tested in
house to insure trouble free operation in the field. If a seal is holding beyond the operating
pressure when tested in our shop, which means under normal circumstances it is not likely
that it will leak in the field. We have discovered that, over the many years that we have been
in business, some people encountered leakages which were seal related and once we
received the components that supposedly leaked in the field, we found that most times the
system was full of dirty oil. Dirty oil is the biggest enemy to a hydraulic system. Eventually it
will destroy everything. So, what we would like to reiterate here is that if a seal is working
fine during the original test, it should hold for a long time. Since all the components shipped
from Kobelt do not have any damage on the piston tube and rod, it should not cause any
problems in the field, but dirty oil will do it every time. A new hydraulic system should be
flushed before it is put into service and before the hydraulic fluid is put in the tank.
INSTALLATION No. 1
This illustrates a single balanced cylinder operating a single rudder with a one station manual
helm pump. A 7020 safety and bypass valve is also installed. The purpose of this valve is to
avoid breakage in the steering system, should the rudder bump into some solid object. If the
pressure rises in the steering lines above 1400 p.s.i., the oil will bypass in the 7020 valve
from the high pressure side of the steering system into the low pressure side of this steering
system and will therefore allow the rudder to be moved manually during dry docking. One
must, however, remember to close the valve before going to sea.
The helm pump must have a filler vented plug. The system must be left open in order to
allow for oil expansion and contraction. Failing to do so will cause damage to the helm pump
shaft seal. Please note the size of helms lines recommended for various pumps and length
of the run required. In areas where the weather gets cold, it is recommended to go with the
bigger lines since the hydraulic oil can become harder to move.
SYSTEM No. 2
This system illustrates a single rudder single cylinder two station manual helm pump. Please
note that the lower station has a non vented filler plug and the upper station must have a
vented plug. There is also a 3/8 vent line going from the lower helm pump to the upper helm
pump. The purpose of this line is to vent air from the lower helm pump to the upper pump,
where the air can escape into atmosphere during the filling process. When installing the
tubing between the hydraulic components, it is extremely important to keep this tubing and
fittings clean from foreign matter, especially sand. This can cause a tremendous amount of
damage to the internal parts of the steering system and could cause the system to leak and
fail. We recommend the use of liquid teflon for all pipe fittings.
SYSTEM No. 3
System No.3 illustrates a single rudder steering system with two cylinders attached on a
double tiller arm. These cylinders can be of an unbalanced type. Please also note that the
two helm pumps are not vented. Again, there is a vent line between the lower and upper
helm pump and from the upper helm pump there is a vent line to the header tank. The
header tank must have a vent and must be installed above the top helm pump. The extra
reservoir in the header tank makes bleeding considerably easier. All Kobelt steering
cylinders are also equipped with bleeder valves. The bleeder valves can be opened to let the
air escape during the bleeding process.
SYSTEM No. 4
System No. 4 illustrates a twin rudder manual hydraulic steering. Again, with the two
unbalanced cylinders and a mechanical tie bar, this system is basically the same as system
No. 3.
SYSTEM No. 5
System No. 5 illustrates a two station single rudder manual steering system with a battery
operated auto pilot pump, Kobelt part No. 7201. This pump is available in either 12 or 24
Volt DC. The pump is controlled by either an auto pilot or jog lever. Relays (7201-RL-12/24)
must be installed between the auto pilot and the pump since the motor can draw up to 40
amps in a 12-Volt system. Safety valves and flow controls are integrated into the pump. A
header tank is recommended for this type of system.
Hydraulic Lines and Fittings
For a manual helm system it is recommended to install hydraulic tubing or lines with a
minimum 1,000 psi operating pressure. The tubing must be kept absolutely clean during the
installation and all fittings must be of good quality. Since the steering cylinders go through an
arc when turning the rudder, a flexible hose must be installed between the tubing and
cylinder. This flexible hose must be long enough not to cause any flexing of the tubing and
again, the hose must withstand a minimum of 1,000 psi working pressure.
SYSTEM No. 6
Full Follow-Up Power Assist Steering Models 7147 *, 7065 and 7085
* (U.S. Patent No. 5,289,756)
The Full Power Follow-up unit is the latest development from Kobelt in the steering gear line.
These units are an extremely compact device and provide the ultimate in simplicity as far as
installation and maintenance are concerned.
These units are primarily designed for boats from 30 ft. to 150 ft. depending on power and
speed. The function is to turn manual steering into power steering which will provide the
operator with finger-tip control over the rudder. A source of hydraulic pressure is required to
make these units functional. However, should the hydraulic power fail, the valving
arrangement will switch this unit automatically to manual steering mode. Additional turns and
effort will be required for the manual mode. This provides the ultimate safety. It can be used
with a single cylinder or twin cylinder installation (System 7). This is achieved by adding one
cylinder and two hoses.
Our 7144 for Auto Pilot Jog Lever Interface can easily be incorporated into the system. It is
constructed entirely in bronze and stainless steel. Since a full power follow-up valve and
servo cylinder is incorporated on to the main cylinder, no linkage is required to make this unit
work.
REFER TO TORQUE CHART FOR CORRECT CYLINDER STROKE
SYSTEM No. 7
This system is basically identical to system No. 6 but has an auxiliary cylinder. This cylinder
must have the same strokes as the servo cylinder. With this arrangement the torque can be
doubled. It is also possible to install the same system on a two rudder installation.
System No. 8
Full Follow-up Power Assist Steering Models 7148 *, 7158
* (U.S. Patent No. 4,357,771)
This unit is capable of handling up to 24 gallons per minute with a maximum pressure of 1500
psi. It is designed to give the operator finger tip control over the rudder, with the helm pump.
A hydraulic power pack (2 pumping units recommended) is required to make the system
operative. If hydraulic pressure is available from the pumping units the 7148 will shift into a
power mode whereby the helm pump only operates the servo cylinder which requires very
little fluid (13 cu.in.) and also very little pressure. All the oil required to operate ht main
steering cylinders will then come from the full follow-up four way steering valve. If, however,
the pressure source fails, the rudder can still be controlled manually by the helm pump. More
turns (of the helm pump) are required to move the rudder hardover to hardover. The 7148 is
also equipped with a solenoid valve which can be used for either auto pilot, job lever or full
follow-up electronic control.
SYSTEM No. 9
On medium size boats with power assisted steering gear we recommend to install an auto fill
system that fills the steering system automatically. Once the system is completely installed
and all pipe connections have been double checked to make sure that all the piping
connections are tight, the power system can be turned on. Please insure that there is oil in
the tank before doing so and also check that the rotation of the motor is correct. Since from
the power system there is a small flow control that will provide a trickle of oil into the header
tank and helm pump, the manual part of the steering system will be filled. An overflow line is
also provided from the header tank to the main tank. This allows any excess oil in the system
to drain back to the main tank. It is recommended to use either the jog lever or follow-up to
charge the system rather than using the helm pumps. After the system has been operative in
a power mode, the helm pumps and helm lines are relatively easy to bleed.
Kobelt Manufacturing provides steering gear requiring power packs from 5 gallon to 100
gallons per minute.
SYSTEM No. 10
Hydraulic power steering systems, pump power packs, can be arranged in many ways, but it
is recommended to have a standby pump in case of motor or pump failure. In most cases,
especially on commercial vessels, two independent motor driven pumps are installed mostly
on a common tank. On larger vessels, manual helm pumps play a minor role since the
volume of oil is just too large for manual operation. If a source of energy steering is required,
a DC motor driven pump can be installed as a last source of rudder control. Most of the
rudders are then remote controlled electronically. When multiple stations are required, a
station select unit
(7173-T) will be required. See the installation instructions) Kobelt Manufacturing makes all
the various devices to control large ship steering gear. We will give an example of how these
units can be combined.
We have studied all the various options of 180 steering gear that are presently available. We felt
there was room for improvement. It would appear that there is some dissatisfaction with the
present chains, linkage and rotary vein steering mechanisms. It is for this reason that we have
developed a strictly hydraulic cylinder steering gear apparatus that will provide simple
maintenance-free steering gear and deliver the power where it is most needed. It can clearly be
seen with the way our cylinders are arranged on the tiller arms, that the most torque is delivered at
the point where the rudder is hardest to turn. Experience has shown to us that a twin rudder or
multi-rudder installation must consist of single steering units. When two or more are installed they
must be electronically synchronized, to make the rudders move harmoniously. This arrangement,
however, allows the operator to split the system and he could add a job lever-type of steering
mode whereby he can turn one rudder full to port and the other full to starboard or anywhere in
between. For an installation of this nature, we would recommend dual rudder angle indicators;
one for each rudder. These systems are available from rudder torque of 200 kg-metre, up to 15
tonne-metre, all with standard Kobelt cylinders. The smaller, long stroke cylinder, called the
initiating cylinder as a rule is approximately 1/2 to 2/3 the piston area on the full torque
cylinder(s). If, for example, a single 4 cylinder (7094) is chosen, a 7080 initiating cylinder with the
appropriate stroke should be chosen. If, on a larger steering gear a 7098 cylinder is required for
the full torque cylinder, a 7094 initiating cylinder with the appropriate stroke should be chosen.
Choosing too small an initiating cylinder will cause the system to move too rapidly in mid-rudder
position.
Diagram #1
Behind-Console
A template is provided for the cut-out to allow the pump shaft getting through the
console and for the bolts used to secure the pump to the back face of the console.
Four bolts and washers are required to screw into the tapped holes in the face of the
pump. If the variable flow facility of the helm pump is to be used, a small access hole
is needed for access to the adjusting screw at the front of the pump.
Installation with adaptor plate
An adaptor plate is optionally available to greatly simplify mounting of the pump. This
plate can be installed on either side of the console. A template is provided to drill the
necessary holes. Two bolts with washers are required in this case to secure the pump
to the bulkhead.
The standard helm pump has a lock valve mounted directly on the back. The ports are
for O-ring fittings only. In dual station installations, the vent line ports must also be
used. These ports are NPT on all pumps.
TABLE 1
7003
7004
7005
7012
7031
Filler Cap
1/2 UNF
1/2 UNF
5/8 UNF
5/8 UNF
1/2 UNF
Fittings
Pipe fittings should not be over-torqued since the tapered thread can cause splitting of the
control components. The table below is a guideline indicating the torque required for
tightening tapered fittings and liquid Teflon should be used on all pipe joints.
1/8 N.P.T.
1/4 N.P.T.
3/8 N.P.T.
1/2 N.P.T.
10 ft-lb
20 ft-lb
30 ft-lb
40 ft-lb.
The feedback linkage for rudder angle indicators and electronic steering devices must also be
installed on the same mechanical principles, as once again, a rudder angle indicator could be
reading more degrees of rotation to one side than the other, if these steps are not followed. It
should also be noted that the piston rod on a balanced cylinder will protrude past the mounting
foot when the cylinder is in its retracted position and so during the installation, adequate room
must be allowed for the piston rods range of movement.
In heavy duty steering tear applications, it is also important that welded stock blocks be put on
either side of the cylinder mounting foot to prevent it from moving in heavy seas.
It must also be remembered that a piston rod goes through a slight arc as the cylinder is
moved from hardover to hardover. Allowance must be made so that there is no physical
interference with any other objects. Failing to do so could result in bending the piston rod.
Another very important fact is that the piston rod itself is made of chrome-plated steel,
machine-ground, hard-chromed and polished and is therefore a relatively expensive item. The
rod should be protected during installation from mechanical or welding damage. If the piston
rod, in fact, is damaged, the hydraulic seals will become damaged and ineffective and external
leakage is unavoidable. This would mean that the piston rod itself and the seals will have to
be replaced. Painting the piston rod or servo devices such as those in 7085-S, 7065-S, 7147
and 7148 models could also bring damage to the seals causing the units to stick or jam.
These units must be safeguarded from paint during any painting procedure.
The cylinder must be installed on a flat and even surface to avoid stressing of the mounting
foot. If this is not followed, the mount foot could get cracked. Since the cylinder moves
through an arc in operation, a solid pipe or tubing connection to the cylinder is not acceptable.
A flexible hose must be installed. All piping and hoses must be of sufficient diameter and
pressure rating to comply with the general system specifications. It is of extreme importance
to keep all lines and hoses as well as all other hydraulic components spotlessly clean during
the installation since any foreign matter inside the components and transmission lines could
cause great damage to the hydraulic system.
It is of extreme importance that the spherical bearings and rod ball ends be screwed
sufficiently onto the threaded portion of the hydraulic piston rod to avoid the threads being
stretched or worn. This is accomplished by screwing the rod ball end or the spherical bearing
housing onto the piston rod at least 75% of its diameter. In other words, if the threaded portion
of the piston rod is 1", the clevis should be screwed onto the rod a minimum of 3/4". If the
threaded portion of the piston rod happens to be 2" around, the rod ball and/or spherical
bearing housing must be screwed on a minimum of 1 ".
It is also of extreme importance that the lock nut must be tightened securely against the
spherical bearing or rod ball end.
Failing to do this could cause damage to the threading portion or loss of steering.
Other Considerations
Power Pack setting - If a pressure compensated pump is used in conjunction with a safety
valve, it is of the utmost importance that the safety valve be set 10-25% (minimum 200 psi)
higher than the maximum pump pressure. Failing to do this may cause the pump to operate at
the safety valve pressure and maximum volume, inadvertently dumping the oil back to the
tank. This would create high oil temperature, excessive consumption of energy and unwanted
wear and tear.
Emergency Steering It is recommended that the builder/installer provides a method of
emergency steering. In the event of a hydraulic failure, a bypass line with isolating valves from
one side of the cylinder to the other side will allow the rudder stock to be moved with a
mechanical tiller. Systems with hydraulic power pack could also be fitted with a manual helm
pump as a back up to the hydraulic power supply.
Cylinder Model
7040
7050
7065
7065S
7067
7080
7085
7087
7090
7093
7094D
7095
7096D
7097
7098
7100
7147
5/16" UNC
3/8"- UNC
1/2" UNC
7/16" UNC
5/8" UNC
5/8" UNC
3/4" UNC
5/8" UNC
3/4" UNC
3/4" UNC
3/4" UNC
7/8" UNC
1 1/8" UNC
1" UNC
1" UNC
1 1/4" UNC
3/8" UNC
NOTE
Kobelt Manufacturing recommends that a form of locking device on all cylinder hold down bolts be
used. Loose lock-washers, fasteners with metallic distorting threads or adhesive are prohibited.
The locking device must be detectable by visual inspection
In order to fill this system it is best to start the hydraulic power unit first to fill the main cylinders
and also have a flow of oil from the auto fill line into the header tank or the uppermost helm
pump.
When starting the power pack it is of importance that the oil can flow to the system and back to
the tank in order to scavenge the air out of the power driven pump. Make sure the power
driven pump receives oil for self lubrication. Caution: Running a dry power driven pump for a
short period of time could do severe damage to the pump.
Same would be true for the manual pumps. As mentioned in our other literatures, a model
7143 Non Drain Back valve could be installed to prevent the helm pump from running dry after
sitting idle for some time.
If the main cylinders are full of oil, one must wait until the oil shows up in the uppermost helm
pump or header tank. Once the oil is apparent, you can turn the helm pump to port or
starboard to fill this part of the system.
The same procedure applies to the manual portion of a servo steering system, as in a strict
manual system.
Hydraulic lines shall be supported by clips, straps or other means to prevent chafing or
vibration damage. The clips, straps or other devices shall be corrosion-resistant and shall be
designed to prevent cutting, abrading or damage to the lines and shall be compatible with
hydraulic line materials.
TILLER ARMS
Kobelt Manufacturing produces a variety of tiller arms. These are stock items. In order,
however, to select the proper tiller arm, you must know the stroke of the cylinder and the
degrees of rotation of the rudder. Larger tiller arms for model 7094 up to 7100 are custom
made. In most cases, these tiller arms are cast in steel and machined to suit custom
requirements. Before the machining the tiller arm can begin, a drawing is required with
precise measurements of the rudder stock also showing the desired key way.
On vessels that are to be refitted with Kobelt steering cylinders it is quite possible to utilize
the existing tiller arm and make special adjustments for our cylinders to be fitted. The
responsibility for this would mostly fall onto the shipyards. The table below shows the arm
dimension for the standard tiller arms.
C (RA = 35)
in.
mm
8.72
221
10.46
266
12.20
310
13.95
354
15.69
399
17.43
443
19.18
487
20.92
531
C (RA = 45)
in.
mm
7.07
180
8.48
216
9.90
251
11.31
287
12.73
323
14.14
359
15.56
395
16.97
431
The bleeder screw itself is basically just a threaded stainless steel hex (as above) with
a ball seat in the cylinder end cap and a ball being compressed against the seat. This
makes an ideal one-way check valve. The fluid and air can escape from the cylinder,
but with the bleeder screw facing up, air cannot enter the cylinder. Moving the cylinder
hardover in either direction will pressurize the cylinder at that end and air will escape
through the bleeder screw. Continue the operation until a solid flow of hydraulic fluid is
available.
To prevent oil spills, a plastic hose can be attached to the outer part of the bleeder
screw and any oil can be collected with a container and recycled, provided it is clean.
If the bleeder screw is removed totally, the possibility of losing the ball does exit since
hydraulic fluid will wash it out of the port and without the ball, the steering system is
inoperative. It is therefore recommended not to remove the bleeder screw and only
loosen it about one turn to let the air escape. Care must be taken not to over-tighten
the bleeder screw. Over-tightening could cause the expansion of the bottom part of
the bleeder screw and therefore make it seized in the end cap and possibly break the
screw. We recommend a torque of approximately 4 ft-lb for the small cylinders and up
to 10 ft-lb for the larger cylinders.
CAUTION: When centering the steering gear components, one must be extremely
cautious to avoid any moving steering gear components since high pressure
hydraulics exerts tremendous force that could shear off a human limb easily.
After the installation is completed ensure all fasteners are securely tightened.
Note:
CAUTION denotes a reminder of safety practices or direct attentions to unsafe practices which could result in
personal injury or damage to the craft or components.
Installation and Adjustment Instructions for Model 7145 2 Speed Solenoid Unit
The purpose of this model is to provide 2 or 3 speed hydraulic steering operation. The high speed
provides rapid speed off the rudder to close to the desired rudder angle and the low speed valve
will gently bring it to the exact final location. This makes for a very smooth rudder operation. In
separate operations, the low speed solenoid valve is being used for autopilot functions whereas
the high speed valve can be used for jog lever applications. It is, however, most important that the
electrical signals from various components be separated. In other words, a station transfer system
is required to avoid interference of various electronic or electrical components. It must only receive
one signal from any one of the control components at any one time.
The unit is equipped with a pressure port marked P. This is where the oil pressure from the
pressure source enters and port T is for the return line to tank. Ports A and B are connected to
the steering system (cylinders).
The unit is equipped with three flow controls:
#1 flow control regulates the amount of oil that goes to the high speed valve. (This valve will give
the high speed flow required to turn the rudder when a big correction is required).
#2 flow control regulates the flow of oil going to the low speed valve. (The volume is much
reduced to give a nice soft shift).
#3 flow control provides a trickle of oil to the auto fill system and the pipe connection F shows the
line going to the header tank for the auto fill system.
The solenoid valves must be of the soft shift type and the proper voltage (in AC or DC) must be
selected in conjunction with the control system.
Our model 7173, which controls the high and low speed valves, also has some adjustments. The
appropriate adjustments are found in the Instruction manual for the 7173.
A.
B.
C.
D.
E.
F.
G.
H.
35
Single
Dual
Single
Twin
Others
45
Others
V.
12V
Phase
24V
** if rudder torque is not available please complete hydraulic steering technical data sheet
Planing _____
Sail _____
Unit of measure
mm
inch
CLASSIFICATION
To properly identify the steering system, the Installer is requested to fill out the
following Designation Information form in accordance with the requirement of
ISO10592. The completed information should be kept as part of the Owners Manual.
Signed: ________________________
Date: ______________
Note: For other information regarding the components, please also refer to the technical
manuals or consult the manufacturers for details.
It is the responsibility of the installer to build the steering system to conform to EN ISO-10592
and to issue a Declaration of Conformity.