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Sailing is the propulsion of a vehicle and the control of its movement with large (usually fabric) foils called sails. By changing the rigging, rudder, and sometimes the keel or centreboard, a sailor manages the force of the wind on the sails in order to move the vessel relative to its surrounding medium (typically water, but also land and ice) and change its direction and speed. Mastery of the skill requires experience in varying wind and sea conditions, as well as knowledge concerning sailboats themselves and an understanding of one's surroundings.
While there are still some places in the world where sail-powered passenger, fishing and trading vessels are used, these craft have become rarer as internal combustion engines have become economically viable in even the poorest and most remote areas. In most countries sailing is enjoyed as a recreational activity or as a sport. Recreational sailing or yachting can be divided into racing and cruising. Cruising can include extended offshore and ocean-crossing trips, coastal sailing within sight of land, and daysailing.
Throughout history sailing has been instrumental in the development of civilization, affording humanity greater mobility than travel over land, whether for trade, transport or warfare, and the capacity for fishing. The earliest representation of a ship under sail appears on a painted disc found in Kuwait dating between 5000 and 5500 BC. Advances in sailing technology from the Middle Ages onward enabled Arab, Chinese, Indian and European explorers to make longer voyages into regions with extreme weather and climatic conditions. There were improvements in sails, masts and rigging; navigation equipment improved. From the 15th century onwards, European ships went further north, stayed longer on the Grand Banks and in the Gulf of St. Lawrence, and eventually began to explore the Pacific Northwest and the Western Arctic. Sailing has contributed to many great explorations in the world.
The air interacting with the sails of a sailing vessel creates various forces, including reaction forces. If the sails are properly oriented with respect to the wind, then the net force on the sails will move the vessel forward. However, boats propelled by sails cannot sail directly into the wind. They must tack (turn the boat through the eye of the wind) back and forth in order to progress directly upwind (see below Beating or "Working").
Sails as airfoils
Sails are airfoils that work by using an airflow set up by the wind and the motion of the boat. Sails work in two "modes" to use the wind to generate force (see Forces on sails):
- when the boat is going in the same direction as the wind, the wind force simply pushes on the sail. The force on the sail is mostly aerodynamic drag, and sails acting in this way are aerodynamically stalled.
- when the boat is traveling across the wind, the air coming in from the side is redirected toward the rear; according to Newton's Third law, the air is accelerated towards the rear of the boat and the sails experience a force in the opposite direction. This force manifests itself as pressure differences between the two sides of the sail - there is a region of low pressure on the front side of the sail and a region of high pressure on the back. Another way to say this is that sails generate lift using the air that flows around them in the same way as an aircraft wing. The wind flowing over the surface of the sail creates a force approximately perpendicular to the sail; the component of that force parallel to the boat's keel pulls the boat forward, the component perpendicular to the keel makes the boat heel and causes leeway.
The wind that a boat experiences is the combination of the true wind (i.e. the wind relative to a stationary object) and the wind that occurs due to the forward motion of the boat. This combination is the apparent wind, which is the relative velocity of the wind relative to the boat.
When sailing upwind the apparent wind is greater than the true wind and the direction of the apparent wind will be forward of the true wind. Some high-performance boats are capable of traveling faster than the true windspeed on some points of sail, see for example the Hydroptère, which set a world speed record in 2009 by sailing 1.71 times the speed of the wind. Iceboats can typically sail at 5 times the speed of the wind.
The energy that drives a sailboat is harnessed by manipulating the relative movement of wind and water speed: if there is no difference in movement, such as on a calm day or when the wind and water current are moving in the same direction at the same speed, there is no energy to be extracted and the sailboat will not be able to do anything but drift. Where there is a difference in motion, then there is energy to be extracted at the interface. The sailboat does this by placing the sail(s) in the air and the hull(s) in the water.
A sailing vessel is not maneuverable due to sails alone—the forces caused by the wind on the sails would cause the vessel to rotate and travel sideways instead of moving forward. In the same manner that an aircraft requires stabilizers, such as a tailplane with elevators as well as wings, a boat requires a keel and rudder. The forces on the sails as well as those from below the water line on the keel, centreboard, and other underwater foils including the hull itself (especially for catamarans or in a traditional proa) combine and partially cancel each other to produce the motive force for the vessel. Thus, the physical portion of the boat that is below water can be regarded as functioning as a "second sail." The flow of water over the underwater hull portions creates hydrodynamic forces, which combine with the aerodynamic forces from the sails to allow motion in almost any direction except straight into the wind. When sailing close to the wind the force generated by the sail acts at 90° to the sail. This force can be considered as split into a small force acting in the direction of travel, as well as a large sideways force that heels (tips) the boat. To enable maximum forward speed, the force needs to be cancelled out, perhaps using human balast, leaving only a smaller forward resultant force. Depending on the efficiency of the rig and hull, the angle of travel relative to the true wind can be as little as 35° or may need to be 80° or greater. This angle is half of the tacking angle and defines one side of a 'no-go zone' into the wind, in which a vessel cannot sail directly.
Tacking is essential when sailing upwind. The sails, when correctly adjusted, will generate aerodynamic lift. When sailing downwind, the sails no longer generate aerodynamic lift and airflow is stalled, with the wind push on the sails giving drag only. As the boat is going downwind, the apparent wind is less than the true wind and this, allied to the fact that the sails are not producing aerodynamic lift, serves to limit the downwind speed.
Effects of wind shear
Wind shear affects sailboats in motion by presenting a different wind speed and direction at different heights along the mast. Wind shear occurs because of friction above a water surface slowing the flow of air. Thus, a difference in true wind creates a different apparent wind at different heights. Sailmakers may introduce sail twist in the design of the sail, where the head of the sail is set at a different angle of attack from the foot of the sail in order to change the lift distribution with height. The effect of wind shear can be factored into the selection of twist in the sail design, but this can be difficult to predict since wind shear may vary widely in different weather conditions. Sailors may also adjust the trim of the sail to account for wind gradient, for example, using a boom vang.
Points of sail
The point of sail describes a sailing boat's course in relation to the wind direction.
No sailboat can sail directly into the wind (known as being "in irons"), and for a given boat there is a minimum angle that it can sail relative to the wind; attempting to sail closer than that leads to the sails luffing and the boat will slow down and stop. This "no-go zone" (shown shaded in accompanying figure) is about 45° either side of the true wind for a modern sloop.
There are 5 main points of sail. In order from the edge of the no-go zone (or "irons") to directly downwind they are:
- close haul (the minimum angle to the wind that the boat and its rig can manage - typically about 45° )
- close reach (between close hauled and a beam reach)
- beam reach (approximately 90° to the wind)
- broad reach (between a beam reach and running)
- running (close to directly downwind)
The sail trim on a boat is relative to the point of sail one is on: on a beam reach sails are mostly let out, on a run sails are all the way out, and close hauled sails are pulled in very tightly. Two main skills of sailing are trimming the sails correctly for the direction and strength of the wind, and maintaining a course relative to the wind that suits the sails once trimmed.
Beating or "working"
A boat can be 'worked to windward', to arrive at an upwind destination, by sailing close-hauled with the wind coming from one side, then tacking (turning the boat through the eye of the wind) and sailing with the wind coming from the other side. By this method of zig-zagging into the wind, known as beating, it is possible to reach any upwind destination. A yacht beating to a mark directly upwind one mile (1.6 km) away will cover a distance through the water of at least 1.4 miles (2.3 km), if it can tack through an angle of 90 degrees including leeway. An old adage describes beating as sailing for twice the distance at half the speed and three times the discomfort.
When beating to windward one tack may be more favorable than the other - more in the direction you wish to travel. The best strategy is to stay on the favorable tack as much as possible. If the wind shifts in your favour, called a lift, so much the better, then this tack is even more favorable. But if it shifts against you, called a header, then the opposite tack may become the more favorable course. So when sailing directly into the wind the best strategy is given by the racing adage "tack on a header." This is true because a header on one tack is a lift on the other.
How closely a boat can sail into the wind depends on the boat's design, sail shape and trim, the sea state, and the wind speed.
Typical minimum pointing angles to the true wind are as follows. Actual course over the water will be worse due to leeway.
- about 35° for modern racing yachts which have been optimized for upwind performance (like America's Cup yachts)
- about 40 to 45° for modern cruiser-racer yachts (fast cruising yachts)
- about 50 to 60° for cruisers and workboats with inefficient keels, inefficient hull shapes, or low draught, when compared to craft designed for sailing performance, and for boats carrying two or more masts (since the forward sails adversely affect the windward ability of sails further aft when sailing upwind)
- close to 90° for square riggers and similar vessels due to the sail shape which is very ineffective when sailing upwind
Sailing close-hauled under a large amount of sail, and heeling a great deal, can induce weather helm, or a tendency for the boat to turn into the wind. This requires pulling the tiller to windward (i.e. 'to weather'), or turning the wheel leeward, in order to counteract the effect and maintain the required course. The lee side of the hull is more under water than the weather side and the resulting shape of the submerged parts of the hull usually creates a force that pushes the bow to weather. Driving both the asymmetric heeling hull form and the angled rudder through the water produces drag that slows the boat down. If weather helm builds further, it can limit the ability of the helmsman to steer the boat, which can be turned towards but not effectively away from the wind. At more extreme angles of heel, the boat will spontaneously 'round up' into the wind during gusts, i.e. it will turn into the wind regardless of any corrective action taken on the helm.
Any action that reduces the angle of heel of a boat that is reaching or beating to windward will help reduce excessive weather helm. Racing sailors use their body weight to bring the boat to a more upright position, but are not allowed to use "movable ballast" during a race. Reducing or reefing the total sail area will have the same effect and many boats will sail faster with less sail in a stiff breeze due to the reduction in underwater drag. Easing the sheets on aft-most sails, such as the mainsail in a sloop or cutter can have an immediate effect, especially to help with manoeuvering. Moving or increasing sail area forward can also help, for example by raising the jib (and maybe lowering the staysail) on a cutter.
When the boat is traveling approximately perpendicular to the wind, this is called reaching. A beam reach is with the wind at right angles to the boat, a close reach is anywhere between beating and a beam reach, and a broad reach is between a beam reach and running.
For most modern sailboats, that is boats with fore-and-aft sails, reaching is the fastest way to travel. The direction of the wind is ideal when reaching because it can maximize the lift generated on the sails in the forward direction of the boat, giving the best boat speed. Also when reaching, the boat can be steered exactly in the direction that is most desirable, and the sails can be trimmed for that direction.
Reaching may, however, put the boat on a course parallel with the crests of the waves. When the waves are steep, it may be necessary to sail closer to the wind to avoid waves directly on the beam.
Sailing the boat within roughly 30 degrees either side of dead downwind is called a run. This can be the most comfortable point of sail, but requires constant attention. Loss of attention by the helmsman can lead to an accidental jibe, causing injury to the boat or crew. All on deck must be aware of, and if possible avoid, the potential arc of the boom, mainsheet and other gear in case an accidental jibe occurs during a run. A preventer can be rigged to reduce danger and damage from accidental jibes.
This is generally the most unstable point of sail, but the easiest for a novice to grasp conceptually, making it a common downfall for beginners. In stronger winds, rolling increases as there is less rolling resistance provided by the sails, as they are eased out. Also, having the sails and boom(s) perpendicular to the boat throws weight and some wind force to that side, making the boat harder to balance. In smaller boats, death rolls can build up and lead to capsize.
Also on a run an inexperienced or inattentive sailor can easily misjudge the real wind strength since the boat speed subtracts directly from the true wind speed and makes the apparent wind less. In addition sea conditions can also falsely seem milder than they are as the waves ahead are being viewed from behind making white caps less apparent. When changing course from this point of sail to a reach or a beat, a sailboat that seemed under control can instantly become over-canvassed and in danger. Any boat over-canvassed on a run can round up, heel excessively and stop suddenly in the water. This is called broaching and it can lead to capsize, possible crew injury and loss of crew into the water.
Options for maneuvering are also reduced. On other points of sail, it is easy to stop or slow the boat by heading into the wind; there may be no such easy way out when running, especially in close quarters or when a spinnaker, whisker pole or preventer are set.
Basic sailing techniques
An important aspect of sailing is keeping the boat in "trim".
- Course made good - The turning or steering of the boat vessel using the wheel or tiller to the desired course or buoy. See different points of sail. This may be a definite bearing (e.g. steer 270 degrees), or along a transit, or at a desired angle to the apparent wind direction.
- Trim - This is the fore and aft balance of the boat. The aim is to adjust the moveable ballast (the crew) forwards or backwards to achieve an 'even keel'. On an upwind course in a small boat, the crew typically sit forward to reduce drag. When 'running', it is more efficient for the crew to sit to the rear of the boat. The position of the crew matters less as the size (and weight) of the boat increases.
- Balance - This is the port and starboard balance. The aim, once again, is to adjust weight 'windward' or 'leeward' to prevent excessive heeling. The boat moves at a faster velocity if it is flat to the water.
- Sail trim - Trimming sails is a large topic. Simply put, however, a sail should be pulled in until it fills with wind, but no further than the point where the front edge of the sail (the luff) is exactly in line with the wind. Let it out until it starts to flap, and then pull it in until it stops.
- Centreboard (Daggerboard) - If a moveable centreboard is fitted, then it should be lowered when sailing "close to the wind" but can be raised up on downwind courses to reduce drag. The centreboard prevents lateral motion and allows the boat to sail upwind. A boat with no centreboard will instead have a permanent keel, some other form of underwater foil, or even the hull itself which serves the same purpose. On a close haul the daggerboard should be fully down, and while running, over half way up.
Together, these points are known as 'The Five Essentials' and constitute the central aspects of sailing.
Tacking and gybing
There are two ways to change from port tack to starboard tack (or vice versa): either by turning the bow through the eye of the wind, " tacking" or the stern, " gybing". In general sailing, tacking is the safer method and preferred especially when sailing upwind; in windsurfing, gybing is preferred as this involves much less maneuvering for the sailor.
For general sailing, during such course changes, there is work that needs to be done. Just before tacking the command "Ready about" is given, at which point the crew must man the sheet lines which need to be changed over to the other tack and the helmsman gets ready. To execute the tack the command "Lee-ho" or "Hard-a-lee" is given. The latter is a direct order to the helmsman to push the tiller hard to the leeward side of the boat making the bow of the boat come up and quickly turn through the eye of the wind to prevent the boat being caught in irons. As the boat turns through the eye of the wind, some sails such as those with a boom and a single sheet may self-tack and need only small adjustments of sheeting points, but for jibs and other sails with separate sheets on either side, the original sheet must be loosened and the opposite sheet lines hauled in and set quickly and properly for the new point of sail.
Gybing is often necessary to change course when sailing off the wind or downwind. It is a more dangerous maneuver because booms must be controlled as the sails catch the new wind direction from astern. An uncontrolled jibe can happen suddenly by itself when sailing downwind if the helmsman is not paying attention to the wind direction and can be very dangerous as the main boom will sweep across the cockpit very quickly and with great force. Before gybing the command "Ready to gybe" is given. The crew gets ready at their positions. If any sails are constrained with preventers or whisker poles these are taken down. The command "Gybe-ho" is given to execute the turn. The boomed sails must be hauled in and made fast before the stern reaches the eye of the wind, so that they are amidship and controlled as the stern passes through the wind, and then let out quickly under control and adjusted to the new point of sail.
An important safety aspect of sailing is to adjust the amount of sail to suit the wind conditions. As the wind speed increases the crew should progressively reduce the amount of sail. On a small boat with only jib and mainsail this is done by furling the jib and by partially lowering the mainsail, a process called 'reefing the main'.
Reefing means reducing the area of a sail without actually changing it for a smaller sail. Ideally reefing does not only result in a reduced sail area but also in a lower centre of effort from the sails, reducing the heeling moment and keeping the boat more upright.
There are three common methods of reefing the mainsail:
- Slab reefing, which involves lowering the sail by about one-quarter to one-third of its full length and tightening the lower part of the sail using an outhaul or a pre-loaded reef line through a cringle at the new clew, and hook through a cringle at the new tack.
- In-mast (or on-mast) roller-reefing. This method rolls the sail up around a vertical foil either inside a slot in the mast, or affixed to the outside of the mast. It requires a mainsail with either no battens, or newly-developed vertical battens.
- In-boom roller-reefing, with a horizontal foil inside the boom. This method allows for standard- or full-length horizontal battens.
Mainsail furling systems have become increasingly popular on cruising yachts, as they can be operated shorthanded and from the cockpit, in most cases. However, the sail can become jammed in the mast or boom slot if not operated correctly. Mainsail furling is almost never used while racing because it results in a less efficient sail profile. The classical slab-reefing method is the most widely used. Mainsail furling has an additional disadvantage in that its complicated gear may somewhat increase weight aloft. However, as the size of the boat increases, the benefits of mainsail roller furling increase dramatically.
An old saying goes, "The first time you think of reducing sail you should," and correspondingly, "When you think you are ready to take out a reef, have a cup of tea first."
The most basic control of the sail consists of setting its angle relative to the wind. The control line that accomplishes this is called a "sheet." If the sheet is too loose the sail will flap in the wind, an occurrence that is called "luffing." Optimum sail angle can be approximated by pulling the sheet in just so far as to make the luffing stop, or by using of tell-tales - small ribbons or yarn attached each side of the sail that both stream horizontally to indicate a properly trimmed sail. Finer controls adjust the overall shape of the sail.
Two or more sails are frequently combined to maximize the smooth flow of air. The sails are adjusted to create a smooth laminar flow over the sail surfaces. This is called the "slot effect". The combined sails fit into an imaginary aerofoil outline, so that the most forward sails are more in line with the wind, whereas the more aft sails are more in line with the course followed. The combined efficiency of this sail plan is greater than the sum of each sail used in isolation.
More detailed aspects include specific control of the sail's shape, e.g.:
- reefing, or reducing the sail area in stronger wind
- altering sail shape to make it flatter in high winds
- raking the mast when going upwind (to tilt the sail towards the rear, this being more stable)
- providing sail twist to account for wind speed differential and to spill excess wind in gusty conditions
- gibbing or lowering a sail
Hull trim is the adjustment of a boat's loading so as to change its fore-and-aft attitude in the water. In small boats, it is done by positioning the crew. In larger boats the weight of a person has less effect on the hull trim, but it can be adjusted by shifting gear, fuel, water, or supplies. Different hull trim efforts are required for different kinds of boats and different conditions. Here are just a few examples: In a lightweight racing dinghy like a Thistle, the hull should be kept level, on its designed water line for best performance in all conditions. In many small boats, weight too far aft can cause drag by submerging the transom, especially in light to moderate winds. Weight too far forward can cause the bow to dig into the waves. In heavy winds, a boat with its bow too low may capsize by pitching forward over its bow (pitch-pole) or dive under the waves (submarine). On a run in heavy winds, the forces on the sails tend to drive a boat's bow down, so the crew weight is moved far aft.
When a ship or boat leans over to one side under wind pressure, from the action of waves or from the centrifugal force of a turn, it is said to 'heel'. A sailing boat that is overcanvassed and heeling over beyond a certain angle sails less efficiently.
When a vessel heels, the buoyancy of that part of the hull which is being submerged acts to balance the heeling force. A weighted keel provides additional force to right the boat. In some high-performance racing yachts, water ballast or the angle of a canting keel can be changed to provide additional righting forces. The crew may move onto the high (upwind) side of the boat, called hiking, which also changes the centre of gravity. They can trapeze if the boat is designed for this (see Dinghy sailing).
The underwater shape of the hull relative to the sails may make the boat turn upwind when it heels excessively: this can reduce the force on the sails, and so allow the boat to right itself. It is known as rounding up, and can lead to difficulties in controlling the vessel if overcanvassed. As more force causes more heel, the boat “pulls” as it tries to head up, causing a difficult helm called weather helm. This condition is exacerbated by excess heel and measures put in place to reduce heel will reduce weather helm. A boat can be turned upwind in gusts to produce the same effect, or wind can be spilled from the sails by 'sheeting out', or loosening them. Sail shape can be flattened, for example by tightening the downhaul. Lee helm, the opposite of weather helm, is actually corrected by some additional heel, one of the few cases in which heel is beneficial.
If a sailing vessel heels too much, the real solution is to reduce the sail area, by removing or reefing sails. Raising the centreboard can reduce heeling by allowing more leeway. As a sailing boat heels further over, wind spills from the tops of the sails, so that an equilibrium angle may be reached. This may not be satisfactory if the angle is so great that rounding up makes the boat uncontrollable, and heeling beyond the boat's limits of stability can lead to capsize.
Yachts with heavy keels may need a combined effect of wind- and wave-induced heeling to put the tip of the mast so far into the water that they go beyond their point of negative stability and roll. Depending on their stability when floating deck-down, combined with the roughness of the sea tending to disrupt this, they may remain inverted or self-right themselves in this extreme case. Dinghies and other vessels without a weighted keel, including open boats and many historic vessels, are easier to capsize. If sufficient buoyancy has been built in, as it should have in modern sailing dinghies, the craft may fill with water but still not sink. This may not be true for older vessels, or where buoyancy structures have not been properly maintained.
Sailing hulls and hull shapes
Sailing boats with one hull are "monohulls", those with two are " catamarans", those with three are " trimarans". A boat is turned by a rudder, which itself is controlled by a tiller or a wheel, while at the same time adjusting the sheeting angle of the sails. Smaller sailing boats often have a stabilising, raisable, underwater fin called a centreboard, daggerboard, or leeboard; larger sailing boats have a fixed (or sometimes canting) keel. As a general rule, the former are called dinghies, the latter keelboats. However, up until the adoption of the Racing Rules of Sailing, any vessel racing under sail was considered a yacht, be it a multi-masted ship-rigged vessel (such as a sailing frigate), a sailboard (more commonly referred to as a windsurfer) or remote-controlled boat, or anything in between. (See Dinghy sailing.)
Multihulls use flotation and/or weight positioned away from the centre line of the sailboat to counter the force of the wind. This is in contrast to heavy ballast that can account for up to 90% (in extreme cases like AC boats) of the weight of a monohull sailboat. In the case of a standard catamaran there are two similarly-sized and -shaped slender hulls connected by beams, which are sometimes overlaid by a deck superstructure. Another catamaran variation is the proa. In the case of trimarans, which have an unballasted centre hull similar to a monohull, two smaller amas are situated parallel to the centre hull to resist the sideways force of the wind. The advantage of multihulled sailboats is that they do not suffer the performance penalty of having to carry heavy ballast, and their relatively lesser draft reduces the amount of drag, caused by friction and inertia, when moving through the water.
One of the most common dinghy hulls in the world is the Laser hull. It was designed by Bruce Kirby in 1971 and unveiled at the New York boat show (1971) It was designed with speed and simplicity in mind. The Laser is 13 feet 10.5 inches long and a 12.5 foot water line and 76 square feet (7.1 m2) of sail.
Types of sails and layouts
A traditional modern yacht is technically called a " Bermuda sloop" (sometimes a "Bermudan sloop"). A sloop is any boat that has a single mast and usually a single headsail (generally a jib) in addition to the mainsail ( Bermuda rig but c.f. Friendship sloop). A cutter (boat) also has a single mast, set further aft than a sloop and more than one headsail. Additionally, Bermuda sloops only have a single sail behind the mast. Other types of sloops are gaff-rigged sloops and lateen sloops. Gaff-rigged sloops have quadrilateral mainsails with a gaff (a small boom) at their upper edge (the "head" of the sail). Gaff-rigged vessels may also have another sail, called a topsail, above the gaff. Lateen sloops have triangular sails with the upper edge attached to a gaff, and the lower edge attached to the boom, and the boom and gaff are attached to each other via some type of hinge. It is also possible for a sloop to be square rigged (having large square sails like a Napoleonic Wars-era ship of the line). Note that a " sloop of war", in the naval sense, may well have more than one mast, and is not properly a sloop by the modern meaning.
If a boat has two masts, it may be a schooner, a ketch, or a yawl, if it is rigged fore-and-aft on all masts. A schooner may have any number of masts provided the second from the front is the tallest (called the "main mast"). In both a ketch and a yawl, the foremost mast is tallest, and thus the main mast, while the rear mast is shorter, and called the mizzen mast. The difference between a ketch and a yawl is that in a ketch, the mizzen mast is forward of the rudderpost (the axis of rotation for the rudder), while a yawl has its mizzen mast behind the rudderpost. In modern parlance, a brigantine is a vessel whose forward mast is rigged with square sails, while her after mast is rigged fore-and-aft. A brig is a vessel with two masts both rigged square.
As one gets into three or more masts the number of combinations rises and one gets barques, barquentines, and full rigged ships.
A spinnaker is a large, full sail that is only used when sailing off wind either reaching or downwind, to catch the maximum amount of wind.
Sailing by high altitude wind power
SkySails is sailing freighter ships. Speedsailor Dave Culp strongly introduced his OutLeader kite sail for speedsailing. Malcolm Phillips invents an advanced sailing technique using high altitude kites and kytoon.
With modern technology, "wings", that is rigid sails, may be used in place of fabric sails. An example of this would be the International C-Class Catamaran Championship and the yacht USA 17 that won the 2010 America's Cup. Such rigid sails are typically made of thin plastic fabric held stretched over a frame.
Alternative wind-powered vessels
Some non-traditional rigs capture energy from the wind in a different fashion and are capable of feats that traditional rigs are not, such as sailing directly into the wind. One such example is the wind turbine boat, also called the windmill boat, which uses a large windmill to extract energy from the wind, and a propeller to convert this energy to forward motion of the hull. A similar design, called the autogyro boat, uses a wind turbine without the propellor, and functions in a manner similar to a normal sail. A more recent (2010) development is a cart that uses wheels linked to a propeller to "sail" dead downwind at speeds exceeding wind speed.
Kitesurfing and windsurfing
Kitesurfing and windsurfing are other forms of sailing.
Sailors use traditional nautical terms for the parts of or directions on a vessel: starboard (right), port or larboard (left), forward or fore (front), aft or abaft (rearward), bow (forward part of the hull), stern (aft part of the hull), beam (the widest part). Vertical spars are masts, horizontal spars are booms (if they can hit the sailor), yards, gaffs (if they are too high to reach) or poles (if they cannot hit the sailor).
Rope and lines
In most cases, rope is the term used only for raw material. Once a section of rope is designated for a particular purpose on a vessel, it generally is called a line, as in outhaul line or dock line. A very thick line is considered a cable. Lines that are attached to sails to control their shapes are called sheets, as in mainsheet. If a rope is made of wire, it maintains its rope name as in 'wire rope' halyard.
Lines (generally steel cables) that support masts are stationary and are collectively known as a vessel's standing rigging, and individually as shrouds or stays. The stay running forward from a mast to the bow is called the forestay or headstay. Stays running aft are backstays or after stays.
Moveable lines that control sails or other equipment are known collectively as a vessel's running rigging. Lines that raise sails are called halyards while those that strike them are called downhauls. Lines that adjust (trim) the sails are called sheets. These are often referred to using the name of the sail they control (such as main sheet, or jib sheet). Sail trim may also be controlled with smaller lines attached to the forward section of a boom such as a cunningham; a line used to hold the boom down is called a vang, or a kicker in the United Kingdom. A topping lift is used to hold a boom up in the absence of sail tension. Guys are used to control the ends of other spars such as spinnaker poles.
Lines used to tie a boat up when alongside are called docklines, docking cables or mooring warps. In dinghies the single line from the bow is referred to as the painter. A rode is what attaches an anchored boat to its anchor. It may be made of chain, rope, or a combination of the two.
Some lines are referred to as ropes:
- a bell rope (to ring the bell),
- a bolt rope (attached to the edge of a sail for extra strength),
- a foot rope (for sailors on square riggers to stand on while reefing or furling the sails), and
- a tiller rope (to temporarily hold the tiller and keep the boat on course).
Walls are called bulkheads or ceilings, while the surfaces referred to as ceilings on land are called 'overheads'. Floors are called 'soles' or decks. "Broken up" was the fate of a ship that hit a "rocky point" or was simply no longer wanted. The toilet is traditionally called the 'head', the kitchen is the galley. When lines are tied off, this may be referred to as 'made fast' or 'belayed.' Sails in different sail plans have unchanging names, however. For the naming of sails, see sail-plan.
Knots and line handling
The tying and untying of knots and hitches as well as the general handling of ropes and lines are fundamental to the art of sailing. The RYA basic 'Start Yachting' syllabus lists the following knots and hitches:
- figure-eight knot — stopper knot
- round turn and two half hitches — secure the end of a rope to a fixed object
- bowline — used to form a fixed loop at the end of a rope
It also lists securing a line around a cleat and the use of winches and jamming cleats.
The RYA Competent Crew syllabus adds the following to the list above, as well as knowledge of the correct use of each:
- clove hitch — securing lines running along a series of posts
- rolling hitch — rigging a stopper to relax the tension on a sheet
- reef knot — joining two ends of a single line to bind around an object
- single and double sheet bend — joining two ropes of different diameters
In addition it requires competent crewmembers to understand 'taking a turn' around a cleat and to be able to make cleated lines secure. Lines and halyards need to be coiled neatly for stowage and reuse. Dock lines need to be thrown and handled safely and correctly when coming alongside, up to a buoy, and when anchoring, as well as when casting off and getting under way.
Rules and regulations
Every vessel in coastal and offshore waters is subject to the International Regulations for Preventing Collisions at Sea (the COLREGS). On inland waterways and lakes other similar regulations, such as CEVNI in Europe, may apply. In some sailing events, such as the Olympic Games, which are held on closed courses where no other boating is allowed, specific racing rules such as the Racing Rules of Sailing (RRS) may apply. Often, in club racing, specific club racing rules, perhaps based on RRS, may be superimposed onto the more general regulations such as COLREGS or CEVNI.
In general, regardless of the activity, every sailor must
- Maintain a proper lookout at all times
- Adjust speed to suit the conditions
- Know whether to 'stand on' or 'give way' in any close-quarters situation.
The stand-on vessel must hold a steady course and speed but be prepared to take late avoiding action to prevent an actual collision if the other vessel does not do so in time. The give-way vessel must take early, positive and obvious avoiding action, without crossing ahead of the other vessel.( Rules 16-17)
- If an approaching vessel remains on a steady bearing, and the range is decreasing, then a collision is likely. ( Rule 7) This can be checked with a hand-bearing compass.
- The sailing vessel on port tack gives way to the sailing vessel on starboard tack ( Rule 12)
- If both sailing vessels are on the same tack, the windward boat gives way to the leeward one ( Rule 12)
- If a vessel on port tack is unable to determine the tack of the other boat, she should be prepared to give way ( Rule 12)
- An overtaking vessel must keep clear of the vessel being overtaken ( Rule 13)
- Sailing vessels must give way to vessels engaged in fishing, those not under command, those restricted in their ability to manoeuvre and should avoid impeding the safe passage of a vessel constrained by her draft. ( Rule 18)
The COLREGS go on to describe the lights to be shown by vessels under way at night or in restricted visibility. Specifically, for sailing boats, red and green sidelights and a white sternlight are required, although for vessels under 7 metres (23.0 ft) in length, these may be substituted by a torch or white all-round lantern. ( Rules 22 & 25)
Sailors are required to be aware not only of the requirements for their own boat, but of all the other lights, shapes and flags that may be shown by other vessels, such as those fishing, towing, dredging, diving etc., as well as sound signals that may be made in restricted visibility and at close quarters, so that they can make decisions under the COLREGS in good time, should the need arise. ( Rules 32 - 37)
In addition to the COLREGS, CEVNI and/or any specific racing rules that apply to a sailing boat, there are also
- The IALA International Association of Lighthouse Authorities standards for lateral marks, lights, signals, and buoyage and rules designed to support safe navigation.
- The SOLAS ( International Convention for the Safety of Life at Sea) regulations, specifically Chapter V, which became mandatory for all leisure craft users of the sea from 1 July 2002. These regulations place the obligations for safety on the owners and operators of any boat including sailboats. They specify the safety equipment needed, the emergency procedures to be used appropriate to the boat's size and its sailing range, and requirements for passage planning with regard to weather and safety.
Licensing regulations vary widely across the world. While boating on international waters does not require any license, a license may be required to operate a vessel on coastal waters or inland waters. Some jurisdictions require a license when a certain size is exceeded (e.g., a length of 20 meters), others only require licenses to pilot passenger ships, ferries or tugboats. For example, the European Union issues the International Certificate of Competence, which is required to operate pleasure craft in most inland waterways within the union. The United States in contrast has no licensing, but instead has voluntary certification organizations such as the American Sailing Association. These US certificates are often required to charter a boat, but are not required by any federal or state law.
Sailboat racing generally fits into one of two categories:
- Where all the boats are substantially similar, and the first boat to finish wins. (e.g. 470, 49er, Contender, Farr 40, Laser, Lido 14, RS Feva, Soling, Star, Thistle, etc.)
- Where boats of different types sail against each other and are scored based on their handicaps which are calculated either before the start or after the finish. ( e.g. Fastnet Race, Commodore's Cup, Sydney to Hobart Yacht Race, Bermuda Race, etc.) The two most common handicap systems are the IRC and the Portsmouth Yardstick, while the Performance Handicap Racing Fleet (PHRF) is very common in the U.S.A.
Class racing can be further subdivided. Each class has its own set of class rules, and some classes are more restrictive than others.
In a strict one-design class the boats are essentially identical. Examples include the 29er, J/24, Laser, and RS Feva.
At the other end of the extreme are the development classes based on a box-rule. The box-rule might specify only a few parameters such as maximum length, minimum weight, and maximum sail area, thus allowing creative engineering to develop the fastest boat within the constraints. Examples include the Moth (dinghy), the A Class Catamaran, and the boats used in the America's Cup, Volvo Ocean Race, and Barcelona World Race.
Many classes lie somewhere in between strict one-design and box rule. These classes allows some variation, but the boats are still substantially similar. For instance, both wood and fibreglass hulls are allowed in the Albacore, Wayfarer, and Fireball classes, but the hull shape, weight, and sail area are tightly constrained.
Sailboat racing ranges from single person dinghy racing to large boats with 10 or 20 crew and from small boats costing a few thousand dollars to multi-million dollar America's Cup or Sydney to Hobart Yacht Race campaigns. The costs of participating in the high end large boat competitions make this type of sailing one of the most expensive sports in the world. However, there are inexpensive ways to get involved in sailboat racing, such as at community sailing clubs, classes offered by local recreation organizations and in some inexpensive dinghy and small catamaran classes. Additionally high schools and colleges may offer sailboat racing programs through the Interscholastic Sailing Association (in the USA) and the Intercollegiate Sailing Association (in the USA and some parts of Canada). Under these conditions, sailboat racing can be comparable to or less expensive than sports such as golf and skiing. Sailboat racing is one of the few sports in which people of all ages and genders can regularly compete with and against each other.
Most sailboat and yacht racing is done in coastal or inland waters. However, in terms of endurance and risk to life, ocean races such as the Volvo Ocean Race, the solo VELUX 5 Oceans Race, and the non-stop solo Vendée Globe, rate as some of the most extreme and dangerous sporting events. Not only do participants compete for days with little rest, but an unexpected storm, a single equipment failure, or collision with an ice floe could result in the sailboat being disabled or sunk hundreds or thousands of miles from search and rescue.
The sport of Sailboat racing is governed by the International Sailing Federation, and the rules under which competitors race are the Racing Rules of Sailing, which can be found on the ISAF web site.
Sailing for pleasure can involve short trips across a bay, day sailing, coastal cruising, and more extended offshore or 'blue-water' cruising. These trips can be singlehanded or the vessel may be crewed by families or groups of friends. Sailing vessels may proceed on their own, or be part of a flotilla with other like-minded voyagers. Sailing boats may be operated by their owners, who often also gain pleasure from maintaining and modifying their craft to suit their needs and taste, or may be rented for the specific trip or cruise. A professional skipper and even crew may be hired along with the boat in some cases. People take cruises in which they crew and 'learn the ropes' aboard craft such as tall ships, classic sailing vessels and restored working boats.
Cruising trips of several days or longer can involve a deep immersion in logistics, navigation, meteorology, local geography and history, fishing lore, sailing knowledge, general psychological coping, and serendipity. Once the boat is acquired it is not all that expensive an endeavor, often much less expensive than a normal vacation on land. It naturally develops self-reliance, responsibility, economy, and many other useful skills. Besides improving sailing skills, all the other normal needs of everyday living must also be addressed. There are work roles that can be done by everyone in the family to help contribute to an enjoyable outdoor adventure for all.
A style of casual coastal cruising called gunkholing is a popular summertime family recreational activity. It consists of taking a series of day sails to out of the way places and anchoring overnight while enjoying such activities as exploring isolated islands, swimming, fishing, etc. Many nearby local waters on rivers, bays, sounds, and coastlines can become great natural cruising grounds for this type of recreational sailing. Casual sailing trips with friends and family can become lifetime bonding experiences.
Long-distance voyaging, such as that across oceans and between far-flung ports, can be considered the near-absolute province of the cruising sailboat. Most modern yachts of 25–55 feet long, propelled solely by mechanical powerplants, cannot carry the fuel sufficient for a point-to-point voyage of even 250–500 miles without needing to resupply; but a well-prepared sail-powered yacht of similar length is theoretically capable of sailing anywhere its crew is willing to guide it. Even considering that the cost benefits are offset by a much reduced cruising speed, many people traveling distances in small boats come to appreciate the more leisurely pace and increased time spent on the water. Since the solo circumnavigation of Joshua Slocum in the 1890s, long-distance cruising under sail has inspired thousands of otherwise normal people to explore distant seas and horizons. The important voyages of Robin Lee Graham, Eric Hiscock, Don Street and others have shown that, while not strictly racing, ocean voyaging carries with it an inherent sense of competition, especially that between man and the elements. Such a challenging enterprise requires keen knowledge of sailing in general as well as maintenance, navigation (especially celestial navigation), and often even international diplomacy (for which an entire set of protocols should be learned and practiced). But one of the great benefits to sailboat ownership is that one may at least imagine the type of adventure that the average affordable powerboat could never accomplish.