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Self-steering gear


Self-steering gear is equipment used on ships and boats to maintain a chosen course without constant human action. It is also known by several other terms, such as autopilot (borrowed from aircraft and considered incorrect by some) and autohelm (technically a Raymarine trademark, but often used generically). Several forms of self-steering gear exist, divided into two categories: electronic and mechanical.

Electronic self-steering is controlled by electronics operating according to one or more input sensors, invariably at least a magnetic compass and sometimes wind direction or GPS position versus a chosen waypoint. The electronics module calculates the required steering movement and a drive mechanism (usually electrical, though possibly hydraulic in larger systems) causes the rudder to move accordingly.

There are several possibilities for the interface between the drive mechanism and the conventional steering system. On yachts, the three most common systems are:

Depending on the sophistication of the control unit (e.g. tiller pilot, steering wheel attached Chartplotter, ...), electronic self-steering gear can be programmed to hold a certain compass course, to maintain a certain angle to the wind (so that sailing boats need not change their sail trim), to steer towards a certain position, or any other function which can reasonably be defined. However, the amount of power required by electrical actuators, especially if constantly in action because of sea and weather conditions, is a serious consideration. Long-distance cruisers, which have no external source of electricity and often do not run their engines for propulsion, typically have relatively strict power budgets and do not use electrical steering for any length of time. As the electronic autopilot systems require electricity to operate, many vessels also make use of PV solar panels or small wind turbines on the boat. This eliminates extra pollution and cuts costs.

The main goal of a mechanical self-steering gear is to keep a sailboat on a given course towards the apparent wind and to free the helmsman from the steering job. An advantageous side effect is that the sails are kept in optimal angle towards the apparent wind and deliver optimal propulsion force by that. Even in sailboats running under engine, the self steering gear can be used to keep the boat heading into the wind to easily set or change sails (exception: sheet-to-tiller principle).
As wind direction sensors are used
a) a wind vane mounted on an axis being tilted more or less towards the horizon (wind vane self-steering)
b) the pressure of the wind in the sail(s) and by that the force on the sheet (sheet to tiller self-steering).


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