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The profound calm which only apparently precedes and prophesies of the storm, is perhaps more awful than the storm itself' for, indeed, the calm is but the wrapper and envelope of the storm, and contains it in itself, as the seemingly harmless rifle holds the fatal powder, and the ball, and the explosion. -- Herman Melville

By heavy weather we mean weather conditions and high winds which cause a boat and crew to depart from their planned track and take evasive action to prevent capsizing and loss of the craft.

Needless to say, the best tactic to deal with heavy weather is to avoid it.  Before leaving port always consult the weather forecast.  A tight time commitment to be some where, or to return a charter boat, has to come second to not going out in dangerous weather.  When chartering, always have a contingency plan for the loss of a day sailing due to the weather. 

The objective of all heavy weather tactics is to avoid knocking down or capsizing the boat.  A non-breaking wave, no matter how high, will not capsize a conventional boat with good stability (1).  Breaking waves are the dangerous waves and can easily capsize a boat if the height of the wave is equal to or greater than 60% of the length of the boat when hit end on or much smaller if the breaking wave hits the boat on its side.  Boat stability is the ability of the boat to resist capsizing when hit on its side.  It should be obvious that one of the major goals of heavy weather tactics is to keep the bow or stern of the boat end-on into the waves.   In doing so, boat stability has only a little impact on surviving the storm.   The main factors are length of the boat, longer is better, and the ability of the crew to keep the bow or stern positioned into the wind.  A slight increase in wave height can easily overcome boat stability characteristics.  Large breaking waves should be avoided at all cost and a skilled crew to maneuver the boat under reduced sails or bare poles is the most important factor to surviving a storm.  Thus, active tactics which allow the crew to maneuver the boat away from large breaking waves are preferable to passive tactics which invite knockdowns or the possibility of being capsized.  The ability of a boat to upright after it has capsized is another important characteristic.  It can be estimated by calculating the angle of vanishing stability, or angle of heel that the boat will still upright itself.  For most offshore boats this angle should be greater than 140 degrees.   Stability Calculator    Angle of Vanishing Stability Calculator  

Active Tactics:  The difference between a gale and what has become know as a "survival" storm is that in the former, with winds of force 8, or perhaps 9 (say 30 to 45 knots mean velocity), the skipper and crew retain control and can take measures which they think best, whereas in a survival gale of force 10 or over, perhaps gusting at hurricane strength, wind and sea become the masters. -- K. Adlard Coles

 
If you are able, actively sailing in heavy weather is preferable to passively riding out the storm.  Sailing also has the advantage of helping you to avoid large breaking waves and positioning your boat in an area where it can better ride out the storm.  If you are in a coastal area, you may want to approach a windward shore ( a shore that the wind is blowing from ).  In this area, the waves will be smaller because of the reduced fetch (distance of water that the wind is blowing over ).  Avoid areas where the wind is blowing against the current, since larger, breaking waves with a more frequent period will be found in this location.  Finally, you may find a safe harbor to enter but be careful.   A wide-mouthed harbor on the windward shore is ideal.  However, a harbor on the leeward shore with a narrow entrance may be too dangerous to enter.

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Reduce sails or running with bare poles :  Reduce the ship's sails by reefing the main or going to a storm trysail ( a small heavy weather sail ) and by hoisting a storm jib ( even smaller than a number 4 jib ).  If the boat still has too much sail, consider running with bare poles.  "Bare poles" refers to sailing the craft without sails hoisted.  In this situation, the force of the wind on the hull and rigging generates enough force to propel the craft.
  

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Running with the wind and surfing :  The first tactic is to run with the wind.  This reduces the force of the apparent wind and may allow you to navigate the boat away from the path of the storm or into safer waters.  If large waves are present, the boat may begin to surf down the waves.  When this happens, the restrictions of hull speed are thrown out the window and even a heavy displacement cruiser may achieve a significant increase in speed.  Control of the boat as you travel down the waves is of utmost importance.  Often the boat needs to navigated down the waves at an angle to prevent slamming into the back side of the wave in front of you.  If this happens, crew can be injured, the boat may lose its rigging or be pitchpolled.  However, by going down the waves at an angle, you also place your boat at a greater risk of broaching and capsizing. 
    

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Running warps and use of a drogue :  Controlling the boat can be difficult, since waves will often be traveling faster than the boat and will be breaking over the boat's stern.  This will tend to push the boat sideways creating a danger of broaching ( uncontrolled broadside positioning of the boat in relationship to the waves ) and capsizing.  To help keep the boat on course, you may want to increase the drag of the water on the stern of the boat.  A small amount of drag will help keep the stern pointing into the oncoming waves but not enough to appreciably slow the forward motion of the boat.  A small amount of drag can be created by running warps, or loops of lines secured on the port primary winch, into the water off the stern, then looping back and secured to the starboard winch.  If the boat is still at risk of broaching, then increase the drag by using a drogue.  This is a small-cone shaped device which is attached to a rode.  The rode is then attached to a bridle ( a line running from one port winch or cleat, into the water behind the stern and attached to the starboard winch or cleat.)  A bridle will reduce the load on a cleat or winch by distributing the force between both the port and starboard sides of the boat.  

The drogue should be set so it is in the wave's trough when the boat is on a wave's crest.  The bridle can also be adjusted to help steer the boat.

When too may waves are coming over the stern and you are unable to control the forward motion of the boat, it is time to adopt a passive technique.

Passive Tactics:   Being Hove to in a long gale is the most boring way of being terrified I know.  --Donald Hamilton

Passive techniques involve positioning the bow of your boat into the wind to help avoid broaching and capsizing.  Unlike active techniques, the boat has no hope of lessening the force of the storm, or avoiding an approaching large breaking wave which can pitchpoll (end-over-end capsizing of the boat) the boat . 

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Heaving To :  In this technique, the forward motion of the boat is slowed, the bow of the boat is turned through the wind but the jib is not released on the windward side (the jib is backed).  The mainsail is then eased out and the boat is now turned into the wind.  The mainsail is trimmed to help balance the jib, to keep the boat as close to the wind as possible.  Two opposing forces now exist.  The jib pushes the boat away from the wind but the rudder pushes the boat into the wind.  Thus, the boat comes to a near standstill, drifting slowly to leeward.   Click on picture to enlarge

  

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Use of a sea anchor off the bow :   Sea anchors are essentially large drogues.  Initially, many were made from military parachutes and are often referred to as parachute anchors.  The large size of the anchor creates a large amount of drag which will significantly slow the motion of the craft and align the bow directly into the waves.  Unlike a drogue, a sea anchor is always placed off the bow and not the stern since the bow cuts into the waves and sheds water much better than the stern of the boat.  ( The diameter of the parachute anchor should be at least 35% of the boat's LOA )   
 

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Hoisting of a small sail at the stern of the boat :  On a two masted boat, a small sail can be hoisted on the aft mast.  This sail can act as a weather vane and help keep the bow pointed into the wind.  On a sloop, a small sail, riding sail, can be set on the backstay.   This technique can be used in conjunction with a sea anchor.    

The picture on the right shows a riding sail to help keep a boat pointed into the wind while at anchor.  Note the lee boards on the side of this vessel which project out at a slight angle.  This design is characteristic of wooden boats built in the Netherlands.  These boards or fins (there is one on each side) rotate into the water and prevent lateral drift of the vessel under the force of the wind.  They function similar to a keel and are designed to be approximately perpendicular in the water when the boat heels.  
                                                                                                                 -- Click On Picture To Enlarge --

 

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Lying a-hull :  As a last resort one might elect to go down below and ride out the storm, letting the boat find its own path in the water.  This almost always exposes the beam of the boat to oncoming waves and increase the chance of capsizing.  Some authors have stated that a boat lying-a-hull and drifting will have a calming effect on the seas and prevent waves from breaking.  A sinusoidal wave no matter how large will not capsize a boat.  When hit beam on, the breaking wave has only to be higher than the width of the beam of the boat to capsize the craft.  If you choose to lie a-hull your craft should have a very high angle of vanishing stability so that it will have a high probability of righting itself in the event it capsizes.    Angle of Vanishing Stability Calculator    

References:
(1) Claughton, Anderw  In:  Heavy Weather Sailing, 13 Edition, Editor: Peter Bruce  Camden, Maine  Chapter II page 11.

 

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