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During my early years sailing on an old gravel pit, I
learned the importance of tacking efficiently. Perhaps it was the 12
tacks to the first mark, using every shift and avoiding the islands that
rammed it home. Later when team racing for Aston University's BUSA
winning team, that it became clear that if you could tack well, you were
a tactical genius! I think I have probably taught more crews to
tack, than I can remember. Team Racing in the Royal Navy with a regular
crew meant finding a keen youngster and teaching him/her how to tack, to
find that they were back at sea by the time the team work was perfected.
To help me and the shell-shocked crew through the difficult settling in
period, I found that going back to first principles was the best place
to start.
The philosophy of tacking which we would commonly go
over would put the basics into perspective. What's amazing is that it
works for single handed, double handed and big boats. Watch out, talking
to yourself in a single-hander might look a little strange!.
Tacking Philosophy: 1st Principle: That the speed of
the craft prior to the tack should be converted into distance to
windward. Commonly I see people trying to get their boat to the other
tack as quickly as possible with no consideration for cheating the
wind. 2nd principle: The rudder should follow the turn set up by the
weight distribution and movement and the sail trim, rather than induce
it. Less rudder action means less speed reduction 3rd Principle: That
any acceleration induced by the final pull up should be at the optimum
rate to give maximum speed.
These principles are perhaps obvious, but with a little
more investigation and application of some basic scientific principles,
we can develop the reasons behind why some can tack more efficiently
with what seems less effort. I will be breaking down the tack itself
into easily determinable key stages: 578 KB
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· The Luff to Head To Wind · The Pump to Windward
· The Sail Trim · The Pull Up
At each stage I will be considering angular momentum,
apparent wind, the rudder and sail trim. However, I have not limited the
discussion to any craft in any breeze condition.
Lets take the first part of the tack for example: Since
we are not allowed to come out of the tack faster than we go in, there
must be a way of gaining a little for our effort somewhere. Commonly we
are tacking because of a shift that allows us to sail closer to the
ideal direction to the next mark. However, if the tack is not efficient
then often we find that it might be as well to carry on to the layline
for the mark.
The key to the efficiency of the tack is in the first
stage.

The luff to head to wind. This part of the tack
should not be a push with the rudder. In fact it could be said that the
rudder plays no part in the tack at all, but it is probably used to
control the rate of turn rather than induce the turn. It can
probably be gained the most in this part of the tack. If the boat is at
maximum speed prior to the tack, the feel on the rudder should be
neutral.
Now to begin our tack, we must not repeat not push the
rudder!!!!! So how do we get the boat to begin the tack? Simply over
trim the main sheet slightly, under sheet the jib slightly, and if
needed, a tiny, repeat tiny bit of leeward heel. The center of effort of
the sails has moved back behind the hulls pivot point and the boat now
will naturally wants to begin to luff to windward. As the boat
progressively sails closer and closer to the wind, there are more things
to consider: If the helm and crew are not conscious of the balance of
the boat, it will begin to heel to windward very soon, which if not
corrected, will be trying to send the boat back away from the wind. This
would induce the use of more rudder to keep the turn going, due to the
natural shape of the boat trying to turn the boat away from the
wind.
Assuming the boat is steady turning to windward, then the
boat will experience a continual lift due to the new apparent wind on
the bow of the boat, which is the turning wind, see diagram one) This
turning lift is often overlooked and is a real helping hand in sailing
to head to wind.
When finally you get to head to wind, the jib or luff
will back. Phase 2 then
starts.
If you followed phase 1 correctly, then the boat will
still be almost upright, and the crews weight will be further in the
boat than the norm for the conditions, and the main should be still in
tight
A quick technical thingy we will consider in this phase
of the tack is angular momentum. Without going into the physics of it,
just think about how an ice dancer speeds up a turn on the spot by
pulling his/her arms into her body (or the center of the point of the
turn).
The center of this point in a boat when tacking is over
your shoulder. If the crew move to the center of the turning point, then
the speed of the turn will speed up. However, if the crew move to the
centre of the turning point before the boat has began to turn, then
nothing happens. This is why we should wait for the boat to start its
turning to head to wind before we make our move to the centre of the
circle. Thankfully if we have carried out stage 1 of this tack
correctly, then the angular momentum part of stage 2 will work even
better. Remember the sailors have moved their weight into the boat as
the boat headed up. This has actually increased angular momentum, and
has stored up loads of the stuff ready for the reduction in stage
2.

Sorry about that bit but here we are back thinking about
stage 2 of the tack. Stage 2 begins when the jib backs, or for
single-handed sailors, when the first third of the sail backs. I really
do mean backs rather than lifts! Now a pump to windward does a number of
things: 1. The angular momentum is reduced and so the boat spins
around the sailor. 2. The pump to windward at this stage means that
only the main or back 2/3rds of the sail pulls in the pump to windward,
which again turns the boat effectively. Note, the mainsail should be in
tight at this stage to increase leach tension to help this effect. 3.
As there is less sail filling in this part of the turn, the pump to
windward is made easier, with less effort by the sailors.
All this adds up to little requirement for the use of the
rudder to complete the turn, which is of course the one thing that if
used would be a break, slowing the boat down.
Phase 3 is the Move across the boat to pull it back to
flat giving it the required acceleration on the new tack.

Now for those of you who are feeling a little vulnerable
thinking about the heel to windward and the problems of crossing the
boat to get it flat before you fall in, read through this little
parable. I heard it first told by Kathy Foster:
One no wind day, Kathy gave a class of youth sailors a
little game. The task was to move underneath a table from one side to
the other in the quickest time. The only rule was the tabletop had to
remain above the legs. Remarkably it did not take the competitive
youngsters to realise that if they turned the table onto 2 legs, then
they could stand up to move under the table rather than craw across
which had hurt their knees. Another was sharp enough to see the reason
behind the exercise, which was to show them that a heeled boat makes it
easier to move under the boom quickly than a flat boat.
I was never sure if this parable is really true, but the
concept is, if the boat is heeled then it saves sore knees and bent
backs.
To add extra heel to the boat before the sailors move,
the sails should be sheeted in. Commonly I used to say top the crew to
sheet in the jib on the new tack before we both crossed the boat
together. If the boat is pulled up before both sails are set, then all
that happens is the main is the only one pulling correctly as the jib is
simply blown across the boat.
Sheeting in also helps the extra heel in light winds. I
you don't sheet in at this stage the boat will naturally come upright
too fast with little or no acceleration.
The movement from the leeward part of the boat to the
new windward side, will also help the boat heel yet a little more, good
old fashioned action and reaction for those of you who remember your
physics lessons.
Now the Final Stage: The pulling up, acceleration bit.
Remember, we have the boat has been heeled by the
combination of the first pump at the start of the tack, together with
the sails trimmed in and the reaction of the crew moving. The rate
of the turn of the boat will also be reduced by the crew moving back
across the boat, (increasing angular momentum, or ice dancer moving her
arms out). This should reduce the requirement for the rudder to stop the
rate of turn.

Lets consider the new apparent wind on the sails in the
pull up. As you can imagine, the new apparent wind will be a large lift
on both sails. Commonly I try to ease the sails slightly to help the new
apparent wind work effectively on the sails.
This pull up process has an optimum rate, too long and
the boat slips sideways, too short and the boat does not have time to
accelerate. The easing of the sails and the movement of the crew
regulate the speed of the pull up.
The last and final stage of the tack is the sailing on the
tack bit. As the speed reaches maximum, the sails are sheeted in hard to
compensate for the increased and slightly headed breeze at the end of
the tack. This is due to the velocity header, which is experienced after
the boat is upright.

The crew have often to move back into the boat to
prevent it from coming over on top of them, which results in the rudder
being used to keep the boat on course. The heavier the rig is, the more
the crew have got to move back into the boat to counteract the weight of
the rig continuing over to windward.
Take a look at this video clip 465KB 
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click to save to disk for playback at your leisure.
For those of you who are keen to look - here are some
other videos of Europes tacking - each time facing aft to keep the
weight forward. The Europe has a long extension and little room to take
it forwards without over tacking, and the back decks are so shallow that
if you tack forwards, then water comes in over the deck. Backward facing
tacks are used by most of the top girls
Right mouse click to save to disk for playback at
your leisure. 271 KB
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Player.
Right mouse click to save to disk for playback at
your leisure. 652 KB
You will need the Windows Media
Player.
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