Overhauling marine steering gear, control systems and equipment

URN: SEMME3125
Business Sectors (Suites): Marine Engineering Suite 3
Developed by: Enginuity
Approved on: 31 Mar 2019

Overview

This standard identifies the competences you need to carry out a complete overhaul of marine steering gear, control systems and equipment, in accordance with approved procedures. The equipment to be overhauled will have been removed from the vessel or craft and the overhauling activities may take place in a shipyard or manufacturer's workshops. The marine steering gear, control systems and equipment covered by this standard include items such as such as mechanical, hydraulic and electro-hydraulic steering. The overhauling activities will involve stripping the equipment down to component level, cleaning and inspecting the components for wear, replacing all defective and `lifed' components, and rebuilding the equipment in line with the overhauling specification.

The marine steering gear, control systems and equipment to be overhauled could include cables and pulleys, rack and pinion, connecting rods, hydraulic relay units, hydraulic pistons, hydraulic cylinders, pumps, seals, rudder posts, rudders, locking plates, stops and other associated mechanical equipment. The overhauling activities will include making all necessary checks and adjustments to ensure that components are correctly replaced, positioned, aligned, adjusted, torque loaded, locked and fastened and that the correct sealants are used.

Your responsibilities will require you to comply with organisational policy and procedures for the overhauling activities undertaken and to report any problems with these activities or with the tools and equipment used that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You must ensure that all tools, equipment and materials used in the overhauling activities are removed from the work area on completion of the activities and that all necessary job/task documentation is completed accurately and legibly. You will be expected to work with a minimum of supervision, taking personal responsibility for your own actions and for the quality and accuracy of the work that you carry out.

Your underpinning knowledge will provide a good understanding of your work and will provide an informed approach to applying overhauling procedures to marine steering gear, control systems and equipment. You will understand the dismantling/reassembly methods and procedures used and their application. You will know how the equipment functions, the purpose of the individual components and associated defects, in adequate depth to provide a sound basis for carrying out the overhauling activities, correcting faults and ensuring that the repaired equipment functions to the required specification. In addition, you will have sufficient in-depth knowledge of these components to ensure that they are fit for purpose and meet the specifications, thus providing a sound basis for carrying out reassembly.

You will understand the safety precautions required when carrying out the maintenance activities associated with marine steering gear, control systems and equipment, especially those for lifting and handling the equipment. You will be required to demonstrate safe working practices throughout and will understand your responsibility for taking the necessary safeguards to protect yourself and others in the workplace, both ashore and afloat.


Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
  2. follow the relevant maintenance schedules to carry out the required work
  3. carry out the maintenance activities within the limits of your personal authority
  4. carry out the maintenance activities in the specified sequence and in an agreed time scale
  5. report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule
  6. complete relevant documentation in line
    with organisational procedures, 
    and pass them on to the appropriate person
  7. dispose of waste materials in accordance with safe working practices and approved procedures

Knowledge and Understanding

You need to know and understand:

  1. the health and safety requirements of the area in which the overhauling activity is to take place and the responsibility they place on you
  2. the specific health and safety precautions to be applied during the overhauling procedure and their effects on others
  3. hazards associated with carrying out overhauling activities on marine steering gear, control systems and equipment (such as using lifting and handling equipment, handling oils and greases, release of stored pressure/force, misuse of tools, using damaged or badly maintained tools and equipment, not following laid-down overhaul procedures)
  4. the importance of wearing protective clothing and other appropriate safety equipment (PPE) during the overhaul
  5. how to obtain and interpret drawings, specifications, manufacturers' manuals and other documents needed in the overhauling process
  6. how to carry out currency/issue checks of the specifications you are working with
  7. the procedure for obtaining replacement parts, materials and other consumables necessary for the overhaul
  8. company policy on the repair/replacement of components during the overhauling process
  9. the sequence to be adopted for the dismantling/reassembling of various types of assemblies
  10. the methods and techniques used to dismantle/reassemble marine steering gear, control systems and equipment (such as release of pressures/force, proof-marking, extraction, pressing, alignment)
  11. methods of checking that components are fit for purpose, how to identify defects and wear characteristics and the need to replace `lifed' items (such as seals and gaskets)
  12. how to make adjustments to components/assemblies to ensure they function correctly (such as bedding in of white metal bearings, setting working clearance, setting travel, setting backlash in gears, pre-loading bearings)
  13. the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components and how they interact
  14. the identification, application, fitting and removal of different types of bearings (such as roller, ball, thrust, shell)
  15. methods and techniques of fitting keys and splines
  16. the identification, application, fitting and removal of different types of gears
  17. how to set up timing marks and position and set the tension of belts and chains, correctly
  18. the identification and application of different types of locking devices 
  19. the uses of measuring equipment (such as micrometers, verniers, expansion indicators and other measuring devices)
  20. how to check that tools and equipment are free from damage or defect, are in a safe and usable condition and are configured correctly for the intended purpose
  21. the generation of technical documentation and/or reports following completion of the overhauling activity
  22. the equipment operating and control procedures to be applied during the overhauling activity
  23. how to use lifting and handling equipment in the overhauling activity
  24. the problems associated with the overhauling of marine steering gear, control systems and equipment and how they can be overcome
  25. the organisational procedure to be adopted for the safe disposal of waste of all types of materials
  26. the extent of your own authority and to whom you should report if you have a problem that you cannot resolve

Scope/range


Scope Performance

  1. Carry out all of the following during the overhauling of the marine steering gear and control equipment:

    1. use the correct issue of company and/or manufacturers' drawings and overhauling documentation
    2. adhere to risk assessment, COSHH and other relevant safety standards
    3. ensure the safe isolation of equipment (such as mechanical, electricity, gas, air or fluids, steam)
    4. provide safe access and working arrangements for the overhauling area
    5. use lifting and handling equipment, in accordance with health and safety guidelines and procedures
    6. carry out the overhauling activities using appropriate techniques and procedures
    7. comply with organisational requirements with regard to renewal or replacement of existing components
    8. ensure that the overhauled components meet the required specification
    9. ensure that there are no foreign objects left in the completed equipment
  2. Carry out overhauling activities on one of the following types of marine steering gear, control systems and equipment:

    1. mechanical steering   
    2. hydraulic steering                     
    3. electro-hydraulic steering
  3. Carry out overhauling activities on six of the following marine steering gear, control systems and equipment components:

    1. mechanical helm                
    2. mechanical steering gear    
    3. hydraulic relay unit
    4. telemotor transmitter            
    5. telemotor receiver                
    6. emergency mechanical steering
    7. fluid power system/pump      
    8. steering hand pump         
    9. emergency hydraulic steering gear 
    10. rudder posts                      
    11. rudders                               
    12. pintle
    13. local steering mechanism
  4. Carry out eighteen of the following activities, as applicable to the equipment being overhauled:

    1. de-pressurising the system and draining fluids         
    2. re-filling the system and pressurising
    3. dismantling equipment to unit/sub-assembly level           
    4. bedding in of white metal bearings
    5. dismantling units to component level                             
    6. lapping in valves
    7. proof-marking/labelling of components                          
    8. pre-loading bearings
    9. checking components for serviceability                           
    10. setting backlash in gears
    11. replacing all `lifed' items (such as seals, bearings, gaskets)
    12. electrical bonding of components
    13. replacing all damaged or defective components            
    14. tightening fastenings to the required torque
    15. setting travel and timings                                       
    16. making `off-load' checks before starting up
    17. adjusting replaced components                               
    18. replenishing oils and greases
    19. applying gaskets and sealant/adhesives                   
    20. re-assembling components to sub-assembly level
    21. re-assembling sub-assemblies to unit level
    22. securing components using mechanical fasteners and threaded devices
    23. applying bolt locking methods (such as split pins, wire locking, lock nuts, stiff nuts, swage nuts)
    24. functionally testing the completed system
  5. Replace a range of marine steering gear, control systems and equipment components, to include sixteen of the following:

    1. shafts                                   
    2. shell bearings                  
    3. shock and by-pass valve
    4. couplings                              
    5. bearing housings             
    6. slides
    7. gears                               
    8. keys                       
    9. rollers
    10. clutches                            
    11. springs                     
    12. static and dynamic seals
    13. brakes                               
    14. diaphragms              
    15. housings
    16. valves and seats               
    17. cams and followers    
    18. actuating mechanisms
    19. pistons                              
    20. chains and sprockets  
    21. structural components
    22. splines                              
    23. cables and pulleys       
    24. pipework
    25. roller or ball bearings           
    26. levers and linkages          
    27. mechanical stops and indicators
    28. pipes and unions          
    29. shims and packing  
    30. locking plates
    31. gauges                             
    32. save-alls                
    33. instrumentation
    34. connecting rods                   
    35. cylinders                       
    36. gland/gland packing
    37. shackle                          
    38. rack and pinion            
    39. turnbuckle
    40. locking and retaining devices (such as circlips, pins)    
    41. other specific components
  6. Overhaul marine steering gear, control systems and equipment, in compliance with one of the following standards:

    1. BS or ISO standards and procedures
    2. customer (contractual) standards and requirements
    3. company standards and procedures
    4. specific system requirements
    5. recognised compliance agency/body's standards
    6. other accepted international standards
  7. Complete the relevant documentation in line
    with organisational procedures,
     to include one from the following and pass it to the appropriate people:

    1. job cards
    2. permit to work/formal risk assessment
    3. maintenance log or report 
    4. chart of dimensional inspection
    5. other specific reporting method

Scope Knowledge


Values


Behaviours

Behaviours:

You will be able to apply the appropriate behaviours required in the workplace to meet the job profile and overall company objectives, such as:

  • strong work ethic
  • positive attitude
  • team player
  • dependability
  • responsibility
  • honesty
  • integrity
  • motivation
  • commitment

Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

29 Apr 2021

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMME3125

Relevant Occupations

Marine Engineering Trades

SOC Code

5235

Keywords

engineering; marine; overhaul; steering gear; control system; equipment; hydraulic; electro-hydraulic; mechanical; rudders; emergency system