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Sailing Theory
Sailing Theory
Sailing Theory
HHP 038
Linfield College
Summer 2007
Frederic F. Fost, USCG Licensed Instructor
E-mail address: ffost@aol.com
COURSE DESCRIPTION:
This is an intense, hands-on course that is designed to introduce the student to the theory and
practice of sailing. Classes will be taught aboard a thirty-foot Newport sloop, Libra, on the
Columbia River in the heart of the Gorge. The subject matter of the course will include the
following: sailing commands and procedures, docking procedures, nautical terms for hull, rigging,
and sails, points of sail, sail trim and control, aerodynamic and hydrodynamic principles, accident
prevention and safety, basic pilotage, and the use of electronic devices, such as depth sounders,
knotmeters, VHF radiotelephony, and GPS.
Sailing is a vigorous and exhilarating sport that demands a moderate amount of physical strength
and agility. Mental alertness and active participation are expected at all times. Some physical
contact during sailing maneuvers is to be expected between crew members and the skipper.
SCHEDULE OF CLASS MEETING TIMES:
Section 1: July 7, 14 and 21
1000 to 1700 hours
Columbia River, Port of Cascade Locks
Section 2: July 8, 15 and 22
1000 to 1700 hours
Columbia River, Port of Cascade Locks
CLASS LOCATION:
The Port of Cascade Locks is about a forty-minute drive east of Portland on I-84. Take the
Cascade Locks exit (#44--same number if coming from the east) and drive east (or west if coming
from Hood River) into town. Just east of the center of town look for the sign to the Sternwheeler.
Turn toward the river and go under the railroad tracks. Then take a right turn to the parking lot
area for the Sternwheeler. You may park here or continue east about 100 yards on a small road
that parallels the boat marina. The ramp down to my slip is reached from the parking area at the
end of this road. My boat will be near the end of the first dock to your right as you leave the
gangway. The hull color is tan and the name, Libra, is visible on the aft topsides.
COURSE REQUIREMENTS:
Students are expected to attend all classes and to spend at least 3-4 hours in preparation for each
session. There is a technical sailing vocabulary to be learned, in addition to concepts and theory
that will be related to different sailing conditions.
There will be a break for lunch at one of the restaurants in Cascade Locks. You are responsible for
your own meals.
A group oral final exam (35 multiple-choice questions) will be given immediately after lunch on
the third class session.
REQUIRED ITEMS:
Boat shoes or the equivalent (non-marking soles, please)
Parka and fleece or sweat shirt (you will get wet going to weather)
Long pants or shorts, depending on weather (bring both to be safe)
Dark glasses
Sunscreen and lip gloss
1 liter bottled water
Snacks
REQUIRED TEXT: Colgate, Stephen. Colgate's Basic Sailing. (Ft. Meyers, Florida: Offshore
Sailing School, 1996) This syllabus is a supplemental text for the course.
COMMUNICATION:
I may be contacted by e-mail from Monday through Thursday prior to class. An hour before class
time I may be reached on the boat by cell phone (541-408-1023). Please call in the event of a
delay or an emergency. I always try to begin and end classes as scheduled. Please be on time!
READING ASSIGNMENTS AND AGENDAS:
Session 1: This is the most demanding class. All the assigned material will be explained, reviewed
and repeated until students are comfortable with terms and procedures.
Reading Assignment: Colgate text, pp. 2-30.
Study entire syllabus, with special attention to the sections entitled Sail Handling
Procedures and Sailing Commands. Also, try to identify the items listed in Sailing
Terminology, using the book and the printed diagrams of Libra.
At first, much of this material will understandably be confusing to you, but your pre-class reading
exposure will facilitate considerably your hands-on experience. All of the terms and procedures
will be discussed and practiced until each member of the class is completely comfortable with the
material.
Agenda: Session I:
1. Safety Considerations
A) Walking on non-skid deck surfaces
B) Be aware of boom at all times!
C) Constant alert for other boats while under sail (clock plan)
D) Personal Flotation Devices (PFDs)
E) Companionway entry--use of ladder, handrails, switches, etc.
F) Winch use (details given below)
G) Fire extinguisher locations
2. Use of marine head and lavatory foot pump
3. Review of Basic nautical terms
A) Hull terms (pp. 5-6, below)
B) Standing rigging (p. 6)
C) Running rigging (pp. 6-7)
D) Sail terms (p. 6-7)
E) Ground tackle (p. 7)
4. Dockside practice
A) Winch types
1. Single speed, non-self-tailing (spinnaker winch)
2. Single speed, self-tailing (mainsail winch)
3. Dual speed, self-tailing (jib winches)
B) Proper use of winches, winch handles, cleats
C) Rope clutches for halyards--use of brake mechanism
D) Main halyard preparation and use (p. 7f)
E) Raising and dousing the main (pp. 8-9)
F) Flaking the main on the boom
G) Use of sail ties
5. Lunch
6. ASA Video, part 1
7. Dockside practice, continued
H) Unfurling and refurling the genoa jib (pp. 9-10)
I) Trimming and easing jib sheets
J) Sailing commands (pp. 10-11)
K) Engine controls and leaving the slip (p. 12)
L) Returning to slip (p. 13)
M) Stopping and belaying boat (p. 13)
N) Do not jump off boat until OK is given!
7. Sailing on the river rest of afternoon
Session II:
Reading Assignment: Colgate text, pp. 30-72; 89-91
Agenda: Session 2:
1. Review of important terms from session 1
2. Video, Part 2
3. Review of Colgate chapter on "Sails and Wind" (to p. 50)
A) Bernoulli's principle
B) Stalls and luffs
C) Slot effect
4. Learning some essential knots and coiling techniques
A) Bowline
B) Reef knot
C) Clove hitch
D) Rolling hitch
E) Furling line and spinnaker sheet coiling
5. Rules of the road
A) Stand-on vessel
B) Give-way vessel
C) Danger zone for motor boats
6. Headers
A) Wind shifts forward on the boat
B) Tack on a header
7. Lifts
A) Wind shifts aft on the boat
B) Point higher on a lift
8. Veering and backing winds
A) A veering wind goes clockwise
B) A backing wind goes counterclockwise
9. Lunch
10. Apparent wind diagrams (pp. 56-58) This is the hardest past of the course!
A) The four essential points to remember (p. 55)
B) The dangers of downwind sailing (p. 59)
C) Apparent wind in gusts and lulls (p. 60 f.)
11. Afternoon sailing
Session III:
Reading Assignment: Colgate text, pp. 77-87; 93-105
Agenda: Session 3:
1. Stability
A) Center of Gravity
B) Center of Buoyancy
C) Righting Arm
2. Balance
A) Center of Lateral Resistance
B) Center of Effort
3. Learning to read navigational charts
A) Soundings, color shadings on chart, mean lower low water, Bonneville pool
B) Ranges and daymarks
C) Nuns and cans--"Red Right Returning"
D) Longitude and latitude
E) Nautical vs. Statue miles
F) The compass rose
3. Use of electronic equipment
A) VHF
B) GPS
C) UTM grid
4. Lunch
5. Final Exam (group oral exam in cabin salon--35 multiple choice questions)
6. Afternoon Sailing
SAILING TERMINOLOGY
HULL TERMS:
bow - the front of the boat
anchor well - storage area for anchor and rode on foredeck at bow pulpit
foredeck - deck area between tip of bow (stem) and the mast
foretriange - triangle formed by headstay, deck and mast
stern - the after-section of the boat
port - left side (running-light color is red)
starboard - right side of the boat (running-light color is green)
forefoot - where the bow meets the water
quarter - portion of the hull between the beam and the stern
beam - broadest part of the hull
topsides - the sides extending from the waterline up to the deck (toe rail)
draft - distance from the water level to bottom of keel
LOA - length overall; length from bow to stern (not including bowsprit)
LWL - length (or load) of water line from forefoot to point near stern
hull speed - maximum speed a given hull can attain (1.34LWL)
keel - fin-like protrusion (usually lead) under the boat; for ballast and stability
displacement - weight of water the hull pushes aside when afloat
B/D ratio - ratio of keel weight to the total weight of the boat
rudder - the steering device under water at the aft end of the boat
toe rail - black rail that surrounds the boat just outboard of the gunwale
transom - back end of the boat; where the swim ladder is attached
cockpit - area aft where the seats and steering station are located
gunwale - raised area surrounding the deck just inboard of toerail
coaming - backrest in cockpit; jib winches are on top of it
hatches - openings upward from cabin--forward, center, and at companionway
portlights - windows on boat
SAIL PARTS:
tack - the forward lower corner of sail
head - the top corner of the sail
clew - aft lower corner of the sail
luff - leading edge of sail
leech - trailing edge of sail
foot - bottom edge of the sail
hanks - metal piston devices which secure jib to headstay (no roller furling)
battens - thin strips of fiberglass which support the roach of the sail
bolt rope - rope sewn in sail luff and foot for reinforcement
slides - plastic devices sewn in bolt rope securing main to mast groove
reef cringle - metal-reinforced holes in luff and leach of main used in reefing
reef points - horizontal lines on mainsail used to secure new foot when reefing
GROUND TACKLE:
rode - rope used when anchoring
chain - attached to rode, connecting to anchor
scope - ratio between water depth and amount of rode let out in anchoring
Bruce anchor - one-piece, claw-like anchor aboard Libra in anchor well
Danforth anchor - traditional anchor with flukes
CQR anchor - plow-like anchor preferred by cruising sailors
OTHER IMPORTANT TERMS:
winch grinder - person working a winch
weather side - the side of the boat the wind is coming over
leeward (looward) side - the side of the boat away from the wind
down helm - turning the wheel to leeward (toward the boom)
up helm - turning the wheel to weather (away from the boom)
head up - turn the wheel to weather
bear off/fall off - turn the wheel to leeward
too high on the wind - bear off a few degrees
stalled - too far off the wind; head up
luffing - too close to the wind; fall off
SAIL HANDLING PROCEDURES
This material is crucial for safe and proper sailing. You must become thoroughly familiar with all the
terms and operations.
The Mainsail
I. Getting Ready to Sail:
1) Remove Sail Cover, unfasten all toggles, beginning at the topping lift on aft end of boom.
2) Standing at mast, pull cover toward you and at same time fold into two-foot sections. Fold
fully rolled cover into thirds and stow in cabin.
3) Adjust traveler to the amidships position, securing both cam cleats.
7) First sail tie needs to be placed at the aft end of the boom as soon as the first two folds are in
place; continue to add ties as you work toward the mast.
[In strong wind conditions when the main needs to be doused rapidly, the following
procedure is to be used: one person at mast, starboard side, to pull down sail quickly,
pushing sail to port side of boom. Then, standing at mid-boom position, bend way over
boom and quickly roll the sail in on itself and secure the roll with sail ties on the top of the
boom.]
8) Secure mainsail cover, beginning with leather patch around topping lift at aft end of boom.
9) Adjust traveler to starboard position.
The Jib (125 % roller-furling Genoa)
I. Preparation:
1) The main has been raised; now sailing closehauled or on a reach, port tack.
2) Standup blocks on genoa track at position #3 if the full genoa is to be used; if the jib is to be
reefed, set at higher number as directed (usually #9).
3) Starboard side jib winch: sheet around drum clockwise, two turns only.
4) Port side jib winch: sheet completely off winch, on seat in front of winch grinder.
5) Furling line: (coiled and hanging from stern rail, port side)
A) Undo coil and carefully fake it out at your feet so that there are no hockles.
B) Unsecure furling line from cleat on outboard side of coaming.
C) Bring furling line inboard of winch and put slight tension on it with thumb and
forefinger (so that the line will roll up evenly on the drum at the base of the headstay).
II. Unfurling the jib
1) Starboard sheet grinder:
A) Haul on sheet until sail is fully out, then put sheet across stripper arm (this is extremely
important!) and into jaws.
B) Using handle (two hands), trim sheet until properly set.
C) Stow handle.
2) Port sheet grinder:
A) Lightly tension furling line as the sail is coming out.
B) When jib is fully out, cleat furling line.
C) Leave the small amount of unused furling line at your feet.
D) Put two turns of sheet on winch and take up slack.
Memorize this mantra: Two turns clockwise, stripper arm, jaws.
III. Dousing the jib (furling it back in)
1) Boat is on port tack, broad reaching.
2) Port sheet grinder (getting ready)
A) Remove jib sheet from winch and place it forward on seat.
B) Uncleat furling line and take one turn clockwise on winch.
3) Starboard sheet grinder: (action)
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A) Remove sheet from winch jaws and stripper arm; ease the sheet until jib is slightly
luffing and continue to ease sheet as jib is rolled in. (Note: too much sheet tension
makes it hard for the port side grinder to bring it in; not enough tension makes for a
flogging sail and an uneven roll.)
B) Secure jib sheet to winch (stripper arm and jaws) when sail is fully rolled in.
4) Port sheet grinder: (action)
A) Haul away on furling line until jib is fully rolled, clew just disappearing around
headstay.
(Crew on port side may help pull on furling line.)
B) Cleat furling line, then coil and hang excess line from stern rail.
C) Secure jib sheet to winch as above.
SAILING COMMANDS
The following commands will be used on a routine basis during sailing classes. The actions
indicated by the commands must be executed quickly and accurately. Failure to do so could in
some cases endanger crew safety. If you have questions about any of the commands, make sure
you ask the instructor to clarify matters before confusion arises during actual sailing conditions.
Commands Given by Helmsperson:
1. "Ready about!"
The boat is about to be tacked, the bow going through the eye of the wind. Each jib winch
handler will say "Ready" when the leeward winch (the working one) is ready to be cut and the
windward winch is ready to be trimmed in. Hands should be in position previously shown by
instructor.
2. "Hard alee!
At this command, the helm is turned to weather, (away from the sails) bringing the bow through
the eye of the wind. After two or three seconds, the command "Cut!" will be given.
Immediately, the winch handler quickly releases the jib sheet so that it can run free, taking care
not to get any loops over the top of the winch.
Several seconds later, the command "Sheet!" will be given. Immediately, the other winch
handler, having earlier taken two turns of the sheet around the drum or barrel, will haul in the
sheet quickly. When resistance is encountered and the sheet is difficult to pull any more by
hand, the sheet is led to the stripper arm and then around the "jaws" of the winch. Both hands
are then free to engage the winch handle and stow it when trimming is done.
3. "Standby to jibe!" (Rhymes with bribe)
The stern of the boat is about to be crossed through the eye of the wind (turn toward the sails).
The boat will be heading dead downwind. All crew members will respond with Ready.
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8) Tie the new foot securely to the boom, using the reef lines that are permanently attached to the
sail. Bring the port side of the line under the boom, (avoiding tying off the mainsheet!), and
secure it with a reef knot snugly to the starboard end of the line. (It is helpful before tying the
knot to pull on the two ends to be sure you have the same line. It is also helpful to have a
second person put a finger over the first half of the reef knot to keep tension on the line while
the knot is being finished.)
9) The same procedure would be followed in setting a second reef.
10) Sometimes it is easier to set a reef at dockside (especially at Cascade Locks). In this case the
sail is not raised. Rather someone on the port side of the mast pushes up on the luff of the
flaked sail, allowing the slides to move in the mast track until the cringle can be secured to the
hook. Everything else is the same as above.
11) To shake a reef (undo it), everything is done in the reverse of the above procedures.
The Genoa
1) If the sail has already been set to its full size (125%), then reefing it in is exactly the same
procedure as furling it up at the end of a day of sailing--except that only a part of it is wound
back up on the headstay. Just how much is to be taken in is a matter of experience, but as a
rule of thumb, reefing to 100% of the foretriangle is about as much as the sail can be taken in
and still maintain an airfoil shape.
2) The standup blocks on the genoa tracks, port and starboard sides, will have to be moved
forward to position # 8 or 9. This can only be done on the weather side when there is no
tension on that sheet. After tacking, the new weather side must also be adjusted.
3) If the genoa has not yet been set and it is desirable to keep it from unfurling all the way, then
the following procedure is to be followed:
4) The standup blocks are moved forward as described above.
5) As the sail is taken out by the starboard sheet grinder, a crew member sitting on the port side
of the cockpit at the bulkhead must grab the furling line and hold it secure when the skipper
says "Stop." The winch grinder on the port side is then able to cleat off the furling line on the
outboard side of the coaming.
6) All procedures from here on are standard.
DOCKING PROCEDURES
Leaving the slip:
1) Engine is started; key turned to right one click; glow plug lever held down for 25 seconds; key
turned one more click and released when engine starts.
2) Depth sounder and knot meter covers removed and instruments turned on from inside cabin.
3) Power cord removed and stowed on dock.
4) Starboard bow line removed and stowed on dock.
5) After spring removed from toe rail and put on dock.
6) Port bow line untied at mooring cleat, leaving one belay in place.
7) Port stern line untied at mooring cleat, leaving one belay in place.
8) Forward spring line removed from toe rail and put on dock.
9) Skipper puts engine in reverse.
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10) At skippers command, crew member holding bow line releases belay and quickly walks
alongside boat and gets into cockpit (making sure not to push boat away from dock).
11) At skippers command, crew member holding stern line releases belays and quickly steps
aboard boat.
12) As boat leaves marina, fenders are removed (put on deck before untying rolling hitch) and
stowed below.
13) Port bow line is removed and stowed in anchor well.
14) Stern line is removed and stowed below.
15) Port side upper life line is secured to stern rail.
Returning to slip:
1) Long port bow line put in mooring cleat (outboard of all standing rigging) and led back to
cockpit (wet the eye splice of line first for easier handling).
2) Stern line put on port mooring cleat (eye splice goes through the hole on cleat; wet it first for
easier handling).
3) Fenders attached with rolling hitch; put overboard when secured.
4) Boat returns to marina, making slow, wide turn down wind.
5) As boat nears slip, reverse gear is applied.
6) At the skippers command, crew member previously handling bow line steps on dock and
belays line on aft dock mooring cleat, stopping forward motion of boat.
8) Immediately following the bow line person, the crew member previously holding stern line
steps on dock and secures a quick belay on aft dock mooring cleat.
9) When boat has been properly positioned, final ties are made on all lines, including the two
spring lines to the toe rail.
10) Engine is shut down (by pulling out shut off lever, not turning key).
11) Starboard mooring line attached to cleat on bow of boat.
12) Power cord put in place, starting with plug in cockpit and working aft. Use velcro to keep
cord off deck.
13) Instruments turned off and covers secured.
14) Boat is buttoned up, i.e., all brown covers returned to boom, winches and wheel.
MARINE HEAD INSTRUCTIONS
The marine toilet or "head" aboard Libra and most other seagoing boats is an obvious necessity.
However, it is somewhat delicate and can easily become dysfunctional when you need it most if
proper procedures are not followed. Therefore, the following instructions are provided to insure
trouble-free operation.
Never put anything into the head except human waste and a small amount of toilet paper.
Anything else will clog up the flushing mechanism!
To begin flushing the head, the small metal rod (right side of the head as you face it) should be
pulled up to its natural stopping point about one oclock. Using the silver pump handle, begin a 710 stroke up-and-down pumping action, which will flush the bowl. Then put the rod fully down
(9 oclock position) and pump until about 2-3 inches of water remain. Leave the rod in the down
position.