This document provides information on advanced cruising skills from the Canadian Yachting Association. It covers topics such as sail theory, weather, safety procedures, and boat maintenance. The sail theory section describes concepts like true and apparent wind, sail trim, and helm balance. The weather section identifies cloud types and discusses low pressure systems and frontal passages. Safety topics include distress signaling, collision regulations, and lightning protection. Maintenance procedures are outlined for winterizing various boat systems, including the deck, engine, interior, electrical systems, and hull.
2. Objective
To be able to act safely as skipper and
crew of a sailing cruiser of 8 - 15
metres, operating by day and night in
coastal or inland water in any weather.
3. Prerequisites
Basic Cruising
Intermediate Cruising
Coastal Navigation
First aid and CPR
VHF (Radio Operator's Restricted
Certificate - Maritime Voluntary)
4. Recommended
Two seasons or 20 days cruising
Applied and practiced
Intermediate Cruising
Coastal Navigation
10. Sail Theory
Sail as airfoil
Wind splits over sail
High pressure to windward
Low pressure to leeward
Lift generated
11. Keel Theory
Keel as airfoil
Water flowing over keel
generates lift
Reduces leeway
12. Centre of Effort
Finding centre of effort
Bisect angles of sail
Mainsail area
463 sq ft
Genoa area
495 sq ft
Combined
463/(495+463)=48%
C of E
Main
C of E
Genoa
Combine
d C of E
13. Centre of Lateral Resistance
Point about which a boat
pivots
Finding CLR
Loosen breast and spring
lines
Walk along side
Push on hull
At CLR bow and stern will
both move away from dockCLR
14. Balanced Helm
Centre of effort and
centre of lateral
resistance coincide
Helm balanced
CLR
CofE
15. Lee Helm
Tendency for the
boat to turn away
from the wind
Centre of effort is
forward of centre of
lateral resistance
CLR
CofE
16. Weather Helm
Tendency for the boat
to turn into the wind
Center of effort is aft of
center of lateral
resistance
CLR
CofE
17. Preferred Helm
Slight weather helm
Creates lift from rudder
Provides feel
Lulls – less weather helm
Puffs – more weather helm
Boat will round up if helm released
May heave-to
18. Adjusting Helm
Sail change / reefing
Reducing mainsail area will lessen weather helm
Reducing foresail area may increase weather
helm
Easing mainsheet or traveller will reduce weather
helm
Mast rake
Raking mast aft will increase weather helm
Mast Position
Moving mast aft will increase weather helm
19. Main and Foresail Trim
Trim foresail
Telltales straight back
Trim mainsail
Ease until slight luffing
Harden slightly
Bottom two telltales streaming
Top telltale streaming 60% of
time
Similar leech curve on main
and foresail
21. Foresail Trim
Halyard tension
Jib fairlead position
Sheet tension
Backstay
Leech line
22. Foresail Halyard Tension
Controls position of draft
Harden halyard to move draft forward
Ease halyard to move draft aft
Ideal conditions
Medium air, smooth water
47% - 50%
Forgiving
Chop, inexperienced helm
40% - 50%
23. Jib Fairlead Position
Controlling twist and depth of foot
Move car forward to open foot and close leech
Easing to go downwind
Move car aft to close foot and open leech
Hardening to close hauled
General guideline
Sheet should be in line with middle of luff
Specific guideline
All telltales should break together
24. Controlling efficiency
Moving position athwartships changes
efficiency
Inboard –
higher pointing / more leeway
Outboard
lower pointing / less leeway
Athwartships jib lead puller
Barber hauler
Separate tracks
Jib Fairlead Position
continued
25. Foresail Sheet Tension
Close hauled
6 – 8 inches off top spreader
Not chaffing on chainplate
Close reach / beam reach
Sheets eased / telltales streaming
Broad reach / run
Expose sail to wind
Move fairlead forward when bearing away
Move fairlead aft when heading up
26. Back Stay / Runner
Adjust forestay sag
Masthead rig – backstay
Fractional rig – runner
Increased sag
More depth in middle and upper portion
More power
27. Foresail Leech Line
Last adjustment
Remove flutter in leech
Harden until flutter ceases
Do not over harden
29. Mainsail Halyard Tension
Controls draft in mainsail
Do not take headboard past the black
line near top of mast
Harden luff to move draft forward
About 50% draft
30. Mainsheet Tension
Controls twist in leech
Controls angle of attack
beyond traveller
Guideline
Harden mainsheet until
top batten is parallel
with boom
31. Boom Vang Tension
Controls twist after
mainsheet is at end of
traveller
Set tension after
mainsheet tension is set
May be used to depower
main when sailing
downwind
32. Outhaul Tension
Controls depth of lower portion of sail
Also affects lower leech
Creases along foot indicate too much
tension
Do not tension past the black line on boom
end
33. Backstay / Baby Stay Tension
Controls depth of upper half
of sail
Curved mast approximates
curve built into sail
Hardening backstay / baby
stay flattens mainsail
34. Cunningham Tension
Used to control draft after
main halyard is tensioned
Hardening Cunningham
will move draft forward
May also flatten sail
35. Traveller Position
Used to set angle of attack of mainsail
Guideline
Set traveller so that the boom is amidships when
close hauled
When bearing away ease until main luffs and
harden slightly
Bottom two telltales on main battens
should stream
38. Cirrus Clouds
Thin, wispy
High altitude
Occur during
fair weather
May precede a
low pressure
system
39. Altostratus Clouds
Generally uniform
grey sheet
Caused by a large
air mass that is
lifted then
condensed, usually
by an incoming
frontal system
40. Fair Weather Cumulus Clouds
Low clouds
Fluffy
May have grey
bottoms
Indicate good
weather
41. Low Pressure System
Warm air in centre
rising
Rotates counter-
clockwise in
northern
hemisphere
Tracks from west to
east
42. Low Pressure System
Isobars show lower
pressure toward centre
Warm air rising
Usually two fronts
Warm
Cold
Most extreme
Tropical depression
Hurricane
43. Warm Front
Warm air rides over
cold air
Falling pressure
Rising air cools
Moisture condenses
Clouds form
Rain
44. Warm Front Profile
Temperature
increases with
passing of front
Sky may clear
45. Before Passing While Passing After Passing
Winds south-southeast variable south-southwest
Temperature cool-cold, slow warming steady rise warmer, then steady
Pressure usually falling levelling off slight rise, followed by fall
Clouds
in this order: Ci, Cs, As, Ns, St,
and fog; occasionally Cb in
summer
stratus-type
clearing with scattered Sc;
occasionally Cb in summer
Precipitation
light-to-moderate rain,
snow, sleet, or drizzle
drizzle or none
usually none,
sometimes light rain or
showers
Visibility poor
poor, but
improving
fair in haze
Dew Point steady rise steady rise, then steady
46. Cold Front
Cold air forces warm
high up
Rising air cools
May create
thunderstorms
47. Cold Front Profile
Severe wind shift
Direction
Strength
Temperature drops
48. Before Passing While Passing After Passing
Winds south-southwest gusty; shifting west-northwest
Temperature warm sudden drop steadily dropping
Pressure falling steadily minimum, then sharp rise rising steadily
Clouds
increasing: Ci, Cs and
Cb
Cb Cu
Precipitation short period of showers
heavy rains, sometimes with hail,
thunder and lightning
showers then clearing
Visibility fair to poor in haze poor, followed by improving
good, except in
showers
Dew Point high; remains steady sharp drop lowering
50. Colregs
Check out the web sites at:
http://www3.telus.net/jackdale/links.htm#rules
Especially the first listing
Sailtrain: IRPCS, Colregs, Rules of the Road
Read the meaning of the rule
Good graphics
Complete the practice exams
51. Distress Signals
Distress call on VHF radio
Mayday, Mayday, Mayday
EPRIB
Emergency Position Radio
Indicator Beacon
Ensure that it is registered
Radiotelegraph alarm
signal
52. Distress Signals
Code flags
N over C
Ball over square
Distress cloth
Ball and square
Flames on vessel
burning tar barrel, oil
barrel
53. Distress Signals
Arm signal
Wave arms up and
down
Not in vicinity of
helicopter
Sound signal
Continuous sounding
of horn, bell, whistle
1 minute interval of
gunshot or explosive
54. Distress Signals
Flares
Type A -
Parachute rocket
Type B – Multi-star
rocket
Type C – Hand
held
Type D – Orange
smoke
57. Grounding for Lightning
Permanent
Predetermined path
Not crew, fibreglass or teak
Air terminal - top of mast
Down conductors – mast
Grounding conductors - keel
Bonding
Winches, toe rails, pulpits,
chainplates, electronics, etc
58. Grounding for Lightning
Temporary
Avoid
Heavy metal fittings
Waterline
Area beneath mast and boom
Ground
Heavy wire from chainplates
Attached to heavy metal object
59. Section IV – Use,
Maintenance and Repair of
Boat and Equipment
60. Winterizing – Deck Gear
Remove or cover compass
Check stanchions
Re-bed or replace
Check non-skid surfaces
Check hatch seals
Remove and wash canvas
Check tracks and cars
61. Winterizing – Winches /
Windlass
Remove drum
Strip winch
Remove all grease
Lubricate according to
recommendations
Reassemble
Have spare parts available
Pawls in correctly
62. Winterizing - Engine
Replace engine oil and filter
Replace transmission fluid
Replace coolant
Run engine to operating temperature
Run coolant / antifreeze into raw water
system
63. Winterizing - Engine
Replace fuel filter – bleed fuel system
Top up fuel tank and add stabilizer
Check water separator
Loosen belts
Clean engine
64. Winterizing - Interior
Remove all cushions and curtains
Clean all domestic equipment
Stove / Fridge / Freezer
Leave open
Open all lockers, draws, etc. and clean
Clean bilge – add antifreeze
Remove all valuables and equipment
Check expiry dates on safety equipment
Dehumidify
65. Winterizing – Electrical
System
Remove batteries
Take home
Trickle charge
Check all connections
Check all leads
Remove instruments
66. Winterizing – Water system
Empty all tanks
Storage
Hot water - isolate
RV antifreeze
Lines
Hot water tank
67. Winterizing - Head
Empty holding tank
Flush with fresh water
Fill hoses and tank with antifreeze
68. Winterizing - Hull
Open all seacocks – flag
Pressure wash hull
Clean barnacles
Check for blisters
Clean through hulls and strainers
Prepare hull for painting
Sand off old anti-fouling paint
Mask and protective clothing
Use a tarp
70. Spring Commissioning
Replace engine coolant, including
additives
Drain and flush the antifreeze material
in head and galley water system
Check and replace zincs
Check all through-hulls
Inspect all hoses and hose clamps
Inspect engine drive belts
71. Spring Commissioning
Change engine oil and transmission
fluid
Charge batteries
Check cell state
Check and clean all terminals
Inspect all pump impellers
Look for hull blisters
72. Spring Commissioning
Inspect anchor rode
Chaffing
Splices
Shackles secure and moused (wired)
Wash down the entire boat
Clean and re-paint bottom (if not done)
Start the engine
check fuel lines, oil lines, filters, pumps, and
pressure caps for leaks
73. Spring Commissioning
Inspect fuel/water separators
Clean or replace fuel filter element
Check for mold and mildew
Carpet, runners, lockers
Clean air filter
In water, run engine under load
Check exhaust
Color, cooling water
74. In Water Storage
Close all seacocks
Leave note re: raw water intake
Check rudder shafts and stuffing boxes
for leaks
Tighten or repack as necessary
Check your battery
Fully charged
Clean terminals
Add water if necessary
Charging system is working
75. In Water Storage
Check bilge pumps
Ensure they are working
Float switches properly activate the pumps
Not hindered by debris
Check your boat periodically or have the
marina check it and report to you
If in an area where the water actually
freezes, have a de-icing device or
bubbling system around your boat
80. Seasonal Checks - Running
Rigging
Check all shackles and eye splices
Check rope to wire spices
Check for chafe
End-for-end all sheets
Replace if necessary
Check all turning blocks
81. Loran
Radiation
Picked up by antenna
Conduction
Power or ground
Seasonal /Daily/Weather – time
Mountains, Deserts, and Structures - space
Coast effect – within 10 miles
Crossing angles
Gradients (spacing of TD’s on charts)
82. GPS
Selective availability (May 1, 2000)
10 m horizontal and 13 m vertical
accuracy normal
Errors in the transmitted location of the
satellite
Errors in the transmitted clock
Errors in the corrections caused by
ionospheric effects
83. GPS
Errors in the corrections caused by
tropospheric effects
Errors caused by reflected signals
entering the receiver antenna
Errors in the receiver's measurement of
range caused by thermal noise,
software accuracy, and inter-channel
biases
84. Radar
Pulse shape
Atmospheric conditions
Refraction (curves over horizon)
Ducting – inversion or moisture lapse
Air borne particles
Sea state
Heeling angle
86. Two Bow Anchors
Set one anchor
Move to location for
second anchor
Watch rode!
Lower and set second
anchor
Second anchor can be
lowered from dinghy
Be wary of crossed rodes
87. Bahamian Moor
Drop and set first
anchor
Power back, easing
rode
Drop and set second
anchor
Position between
anchors
Be wary of crossed
rodes
88. Bow and Stern Anchor
Not recommended
Drop and set bow anchor
Reverse while easing rode
Drop and set stern anchor
Or row out stern anchor in dinghy
89. Recovering Fouled Anchors
Trip line
Reversing engine
Circling
Weighted line
Shifting crew weight
Using wave action
90. Trip LineTrip Line
Non-floating line
attached to eye in
crown
Weights at 10 and
20 feet
Mooring ball
If anchor fouls,
retrieve with trip line
91. Dismasting
Check that all crew are safe
Crew in PFDs
Tie mast to boat on long line
Cut away mast, stays and shrouds
Save what you can
Avoid holing hull
Jury rig mast and sail
92. Aground on Lee Shore
Crew in PFD’s
Come about and try to sail off
Lower sails
Use a kedge anchor to keep from being
pushed further ashore
Prepare for a falling tide
93. Towing Bridles
Attach to strong points
Mast – if keel steeped
Winches
Use anti-chafe at bow roller
Long enough to synchronize with waves
94. Towing Precautions
Agree on terms
Agree on hand signals
Agree on VHF channel
Tow at slow speed
Bow may submerge
Cockpit might flood
All unnecessary crew below
Both vessels need helmsmen
95. Sail Selection
Factors to consider
Wind speed
Wind angle
More sail can be carried downwind than
upwind
Apparent wind
96. Sail Selection (Main)
Ease main on puffs
Traveller or mainsheet
Flatten sail
Cunningham
Outhaul
Backstay / babystay
Reef
Excessive heel (over 20°)
Excessive weather helm
“When you think out it!”
98. Sail Selection (Spinnakers)
Code 0 is a specialty very tight reaching sail.
Code 1: For light air reaching. It is for basically the
same conditions as what you now know as a VMG
spinnaker, going downwind in conditions light enough
that you have to sail tighter apparent wind angles, 60
to 90 degrees apparent.
Code 2: Medium air running. It is used in the same
conditions as a symmetrical AP spinnaker, 90 to 135
degrees apparent, for going downwind from 8 knots
to 20 knots.
99. Sail Selection (Spinnakers)
Code 3: Medium air reaching spinnaker. Used
for reaching in 10 to 20 knots apparent, the
wind angle where you can carry it will vary
with wind speed but generally between 70
and 110 degrees apparent.
Code 4: Heavy air runner. Full size, used for
running in 20 to 30 knots.
Code 5: Heavy air reaching for over 20 knots.
Code 6: Storm runner for over 30 knots.
102. Heavy Weather Preparation
On deck
Turn engine on and charge batteries
Reduce sail and/or heave to
Check that the portholes and hatches
are tight, and put drop boards in
companionway
Check everything on deck is secure:
tie downs, halyards, dinghy, etc.
Put chafing gear on windward sheets
103. Heavy Weather Preparation
On deck
Lash the mainsail to the boom, and
lash boom to boom gallows
Turn dorades to leeward, or remove
and put on covers
Secure cockpit lockers
Prepare to deploy the sea anchor
Bring in cockpit cushions and stow
below
104. Heavy Weather Preparation
On deck
Remove bimini and dodger to reduce
windage
If possible, check on deck for chafe,
etc., periodically
105. Heavy Weather Preparation
Below
Take seasick pills and give everyone a
supply of vomit bags (ziplocks)
Review position, and navigation plan and
hazards
Prepare hot food, some hand food, and hot
water. Fill everyone's water bottle
Bring loose and unneeded items from
deck/cockpit and store below
106. Heavy Weather Preparation
Below
Eat a hot meal
Keep a watch, and maintain the log and plot
current
Close all seacocks except for cockpit drains
Get current weather forecast and decide on
strategy
Keep radar watch if everyone is below and
there's enough power
107. Heavy Weather Preparation
Below
Get out and have handy:
Vomit bags
2 large buckets
Large plastic see-through bags and wire ties
Spare set of clothes for each person
Towels, pillows, and blankets
Chafing gear
Extra bungies and line
108. Heavy Weather Preparation
Below
Stowage checklist
Remove all potentially loose items and
bag them in double see-through big
plastic bags. Store under table, in the
shower, in sail locker, or on the V-berth
Close the door to the V-berth and lock it
closed from the cabin
Stuff towels or cushions in food lockers
and galley equipment spaces.
109. Heavy Weather Preparation
Below
Stowage checklist
Put the extra bungies on all the shelves,
radio equipment, etc.
Put positive locking (or duct tape) on all
lockers, lids, floorboards, nav station
desk, etc.
Put cockpit cushions on cabin floor for
third berth if needed.
110. Heaving-to
Storm trysail and
storm jib
Adjust rudder and
sails to keep waves
50° to bow
Lash rudder in place
Wait out storm
111. Lying A-hull
All sails removed
Bare poles
Wheel lashed to keep bow into wind
Full keel will be beam on to waves
Breaking wave may roll vessel
Fin keel will have waves on the quarter
Breaking wave may poop
112. Lying to a Sea Anchor
Wave surge may damage rudder
May “sail” on sea anchor
May expose sides to waves
113. Passage Planning
Human error contributes to 80% of
navigational accidents
Four Stages
Appraisal
Planning
Execution
Monitoring
Ship Passage Planning
http://www.portsmouth-
port.co.uk/pmsc/pm21001.htm
114. Passage Planning
Appraisal
gathering all information relevant to the proposed
voyage, including ascertaining risks and assessing
its critical areas
a clear and precise indication of all areas of
danger
delineate the areas in which it will be possible to
navigate safely
a balanced judgement of the margins of safety
115. Passage Planning
Planning
Detailed plan covering the whole voyage
from berth to berth
Appropriate charts marked showing areas
of danger
Detailed track clearing hazards at safe
distance
116. Passage Planning
Planning
Aids to navigation, including light
characteristics
Radar-conspicuous objects and RACONs
Transit marks, danger bearings
DR plot
117. Passage Planning
Execution
Voyage plan should be carried out taking
into account the other factors
Such as changes in weather
May require the plan to be reviewed or
altered
118. Passage Planning
Monitoring
A continuous process
Logbook to be maintained
Navigational equipment should be checked
Prior to sailing
Prior to entering restricted or hazardous waters
At regular and frequent intervals at other times
throughout the voyage
119. Passage Planning
Monitoring
Keep in mind
Positions obtained by electronic positioning systems
must be checked regularly by visual bearings and
transits whenever available
Visual fixes should, if possible, be based on at least
three position lines
Transit marks, clearing bearings and clearing ranges
(radar) can be of great assistance
It is dangerous to rely solely on the output from a
single positioning system
120. Passage Planning
Monitoring
Keep in mind
The depth sounder provides a valuable check
of depth at the plotted position
Buoys should not be used for position fixing
The functioning and correct reading of the
instruments used should be checked
The frequency at which the position is to be
fixed should be determined for each section
of the voyage
122. Fuel Line Stoppage
Stop lever
Valves open?
Fuel level
Water in fuel – check separator
Blocked filter
Crushed lines
Air in lines
123. Raw Water Pump Impeller
Remove cover
Slide or pry out
impeller
Lubricate new impeller
with dish soap
Slide into place while
matching slot with key
Replace cover
124. Defective Starter / Glow Plugs
Tug/push/wiggle all the terminals on the
starter circuit
Battery terminals clean and tight
Check starter solenoid
Carefully bridge the two large terminal studs with
an old, large, screwdriver
be firm and positive
try to ignore the sparks
Change starter
125. Blocked or Defective Head
Through-hulls open?
Flush lever in correct position
Vent not plugged
Holding tank full?
O ring
Plugged joker valves
Plugged hoses
Worn valve gasket or top valve seat
127. Domestic Water
System
Tanks full
Valve open
Pump
Working
Adjusted
Air leaks
Vent plugged?
Hose and clamps
Filters clean
128. Fire
Fire
Shout “fire”
All crew in PFDs
Keep fire downwind
Cut off fuel
Use fire extinguisher
Prepare to abandon
2 minutes
“Mayday”
130. Oil Change
Warm up engine
Pump out engine oil through
dipstick hole
Use a glove to hold pump
Change oil filter
Add appropriate amount /
type of oil
Check oil level before
starting
131. Fuel Filter Change
Turn off fuel supply and return valves
Drain fuel from housing
Spin off housing
Remove and replace filter element
Fill housing with fuel
Replace housing
Open fuel supply and return valves
Start engine and run
If engine will not run, bleed fuel system
132. Bleeding Fuel System
Have some means available to catch or
absorb any fuel escaping
Sufficient supply of fuel in the fuel tank
Open the fuel shut-off valve at the tank
Operate fuel pump (mechanical or electrical)
Slowly loosen the air bleed plug on the fuel
filter, letting air escape until an air free flow of
fuel is evident
133. Bleeding Fuel System
Tighten the air bleed plug on the filter
Slowly loosen the air bleed plug on the
injector pump, letting air escape until an
air free flow of fuel is evident.
Tighten the air bleed plug or knurled
knob on the injector pump.
140. Sailing and Anchoring
Sail with main only on close reach
When below spot on which you wish to
anchor, head up into irons
LUFF MAIN (Avoid sailing)
When stopped, lower anchor
Ease out rode while drifting back
Backwind main to set anchor
141. Sailing and Weighing
Anchoring
Raise main
LUFF MAIN
Haul in rode
Once anchor is free of bottom, haul in
quickly
Bear off and harden main
May need to unfurl genoa
143. Definitions
Short blast
1 seconds
Prolonged blast
4 – 6 seconds
May be replaced with light signals
144. Maneuvering Signals
One short blast Altering course to
starboard
Two short blasts Altering course to port
Three short blasts Operating astern
propulsion
Five short blasts Your intentions are unclear
One prolonged blast Approaching bend in
channel
145. Restricted Visibility
Underway under
power
1 prolonged “Moving”
Power-driven, stopped 2 prolonged “Not Moving”
NUC, RAM, Fishing,
Sailing, Towing
1 prolonged, 2
short
“Almost all
others”
Vessel being towed 1 prolonged, 3
short
“I am being
towed”
Pilot vessel 4 short
146. Channels and Fairways
Overtaking vessel
2 prolonged, 1 short
I intend to overtake on starboard
2 prolonged, 2 short
I intend to overtake on port
Overtaken vessel
1 prolonged, 1 short, 1 prolonged, 1 short
Agree
148. MOB Considerations
Under sail
How many crew on board?
Conscious / unconscious
Freeboard
Ability to heave-to
Point of sail
Wind and waves
Under power
Time
Anderson or Williamson turn