Beating an upwind
course
A basic rule of sailing is that it is not possible to sail directly into the
direction the wind is coming from. Generally a cruising boat can sail 45
degrees off the wind, a racing boat may aproach 35 degrees. However since it is
often necessary to move towards the wind direction, it is necessary to 'beat'
upwind.
Beating is simply a series of 'tacks' where the boat sails as close to the wind
on each tack as possible, and then switches sides and repeats the process. By
this method, it is possible to travel directly into the wind. The heavier the
wind the harder the beat, and since you are sailing into oncoming waves at an
angle, boat movement can be heavy. This movement can feel like the boat is
beating its hull into the waves, hence the name. Since the boat is sailing over
oncoming waves, a beat will feel faster than its actually moving.
During a beat, it is important to watch your heading, since the wind will tend
to push an unbalanced boat into or away from the wind, depending on the balance
problem. If you find yourself having to overcorrect at the helm for sail
pressure into the wind, then you are in a condition called weatherhelm, and you
are actually slowing the boat with your rudder. To correct this, reduce sail.
Reducing
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 basically means reducing the size of a sail without changing them.
Ideally reefing does not only result in a reduced sail area but also in a lower
center of effort from the sails, keeping the boat more upright.
There are three core methods of reefing the mainsail: - Slab reefing, which
involves lowering the sail by about one-quarter to one-third of its luff length
and tightening the lower part of the sail using an outhaul 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.
Sail trimming
As noted above, sail trimming is a large subject. Basic control of the mainsail
consists of setting the sail so that it is at an optimum angle to the
wind,(i.e. no flapping at the front, and tell tales flowing evenly off the rear
of the sail).
Two or more sails are frequently combined to maximise 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 cope with gusty conditions
Heeling
When a boat rolls over to one side under wind pressure, it's called 'heeling'.
As a sailing boat heels over beyond a certain angle, it begins to sail
increasingly inefficiently. Several forces can counteract this movement.
The buoyancy of that part of the hull which is being submerged tends to bring
the boat upright.
Pressure on the centreboard or keel moving at a slight 'leeway' angle through
the water tends to balance the rolling force.
Raising the centreboard can paradoxically increase leeway, and therefore reduce
heeling. A weighted keel provides additional force to right the boat. The crew may move onto the high (upwind) side of the boat, called hiking,
changing the centre of gravity significantly in a small boat. They can trapeze where the boat is designed for this. The underwater shape of
the hull relative to the sails can be designed to make the boat tend to turn
upwind when it heels excessively: this reduces the force on the sails, and
allows the boat to right itself.The boat can be turned upwind to produce the same effect.Wind can be spilled from the sails by 'sheeting out', i.e. loosening the sail.
Lastly, as the boat rolls farther over, wind spills from the top of the sail.
Most of the above effects can be used to right a heeling boat and to keep the
boat sailing efficiently: if however the boat heels beyond a certain point of
stability, it can capsize