Improving the sailing qualities of square rigged ships

Philip Goode, pgoodeamrina@gmail.com

     Square rigged ships, the key element in overseas trade for so many centuries, were very poor performers to windward. All too often, this caused their loss. Tall ships built and rigged in the present day perpetuate this serious defect. The difficulty all along is a simple one: the yards can´t swing around enough to lay a close-hauled course because the standing rigging is in the way. This was always an acknowledged problem. Between 1825 and 1845 the British Admiralty conducted sea trials aimed at improving the pointing ability of smaller warships for tactical purposes. Nothing came of these experiments because Steam was about to appear onstage, and builders of commercial sailing ships went on rigging them just as they always had done. Today´s windjammers have auxiliary engines, but that doesn´t solve the problem, it merely conceals it.

And yet truly weatherly square riggers have existed, and it is possible to replicate their features today without departing from traditional materials or manual handling procedures. The author has been working on this matter since 1982 and to date the result is one 36-metre, 226 Gross Tons sail training vessel, PELICAN OF LONDON which can make good 40º to the real wind in the right conditions.

PELICAN´s rig is indirectly derived from the mid-XVIII Century three masted Xebec (Chebec), a lean, graceful vessel of Arab origin with three masts each setting a tall Lateen sail. This rig´s ability to point high into the wind made Xebecs quite deadly in their purpose, which was piracy. To hunt pirates the Christian Mediterranean nations copied these ships for their own navies, shipwrights in the Balearic Islands becoming acknowledged as the best specialists. But three huge Lateen sails took a lot of handling, so when changing social conditions in Europe made skilled seamen scarcer,  these ships adopted square rig on the mainmast, with very little detriment to windward ability since the yards could be braced very sharp. This was the Xebec-Polacre rig.

EARLY XEBEC-POLACRE RIGGED MODEL:  In 1986 a 2.25m working model was built with the updated version of this rig. Sailed extensively in the Bay of Palma de Mallorca, this little ship could brace her yards to within 18º of centreline as opposed to the 37º standard in clippers. She pointed extremely high and this eventually came to the attention of Commander Graham Neilson, RN, Ret ´d., creator of the Brig ASTRID. who had just purchased the 36 metre steel hull which was to become the sail  training vessel PELICAN OF LONDON. Commander Neilson had been contemplating another Brig but was seduced by the idea of weatherliness.

THE PELICAN MODEL. Another scale model was made incorporating the Xebec-Polacre three masted rig, but shaped and ballasted exactly to PELICAN´s hull lines (she weighed 193 Kgs, 425 lbs). This was test sailed in Palma Bay in 1998 and exhibited all the previous model´s windward ability. This, the full-sized parent ship was to reproduce on her sea trials in 2007, confirming the validity of trials with large scale sailing models.

In this three-masted rig the inherent problems with traditional square rig´s standing rigging have been solved by a) leading the backstays much further aft, and b) by taking the upper stays for the mainmast to strong points on the foremast. At the same time a new wire necessarily made its appearance, the Neilson Stay. This item results from taking the main forestay to the mast at a point just below the lower yard instead of above this, so that the yard free to swing unfettered through a wide arc instead of coming up against the stay. In a paper read before the 14th Chesapeake Bay Symposium the author proposed that this wire should be named after the first experienced square rigger master having the courage to adopt it, hence the name. In due course the entire rig was validated by the Lloyd´s Register Rig Verification computer Program with no significant amendments, nor have any problems surfaced since then in several thousand sea miles.


PELICAN OF LONDON on early sea trials, Jan 2007 (Copyright © Max http://www.tallshipstock.com)

THE WEATHERLY BRIG:  At that stage however,  it seemed that there was no way to apply all this to a Brig, because a Brig has no mast forward of her foremast to which its upper stays can handily be led, as was the case in the Polacre. The puzzle was to be finally solved in 2006, with the aid of a second “new” wire, the Sky Link Assembly.

A machine was made to study the effect of increasing  traditional mast spacing in a Brig designed to go to windward. This apparatus ran on roller bearing rails next to the sea, and at a flick of the wrist the deck could be extended to increase mast spacing from 40% Length on Deck to 50%L, sailing thrust being measured by an in-line kitchen dial scale. On a course of 45% to the wind (true = apparent here), although the mainmast squares seemed to have been filling quite adequately with the masts “close up”, the result of  snapping the deck  “open” was  an astonishing 84% boost in thrust. Meaning that the mainmast sails had not been contributing much propulsive force until then, due to turbulence from the foremast sails.

What is the Sky Link Assembly?

Its basis is a stay from the fore masthead to the stemhead in which two stainless steel link plates are worked. The topmast stay and topgallant stay, which would conventionally go down to the bowsprit and jibboom interfering with yard swing on the way, go instead to their respective link plates, which they do almost horizontally, passing between the foot of each sail and the yard below it. Equally the stays for staysail and jib, coming up from the bowsprit and jibboom, end at the link plates and are thus not present behind the yards. In the event of collision wiping out the jibboom and bowsprit, the Sky Link Assembly is capable of carrying the mast unaided.

WEATHERLY BRIG MODEL: In 2007 a further sailing model was made, to scale 1:20, and incorporating these features, with a hull designed by the author to ensure weatherly ability in a Brig 41m long on deck, 7.4m beam, 4m draft and displacing 376 Tons. On sea trials its windward performance indicated that the full sized ship, encumbered with full standing and running rigging, deckhouses, boats, etc., might well exceed that of the less nimble fore-and-aft rigged ships This model and two others on this page are now in the Museu de la Mar, Puerto Sóller, Mallorca (Spain).

MODERN SAILING BULK CARRIER: Most practical proposals for sailing cargo vessels today are based on the Dyna-Rig developed for that purpose in Germany in the 1960s and brought to outstanding culmination in the rig of Maltese Falcon (2007). This rig is based on a rotating mast, the yards being fixed to the mast and rotating with it. This has meant that the masts had to be unstayed, leading to enormous cost not only in the bearings at heel and deck partners, but also in producing a spar strong enough to bear the bending load.

This design also uses rotating masts, but what brings it into the realm of commercial viability is that, instead, the masts are stepped on deck and supported by wire rigging, making them much lighter Aside from a thrust bearing at head and heel there are three simple bearing collars along the masts´ length.

Practical experience of the 226 GRT Sail Training Vessel Pelican of London has shown that lateral staying of the mast can be safely carried out by backstays which are anchored much further aft than was usual; so far aft that they do not hinder horizontal yard swing until the yards reach 20º from ships centreline (the weatherly ability this confers while a strong safety feature, would not dictate any breakthroughs in routeing). Use of the Sky Link principle enables the wire elements which come in to the mast to approach it perpendicularly instead of angling up from deck level. Thus, the forestays do not limit the rotation of yards because they pass horizontally between the foot of each sail and the yard below. And also, vertical (axial) loading on the bearing collars is avoided, leading to simplicity. Smaller ships might dispense with these Sky Links if the lattice nasts have sufficient transverse modulus, being stayed only by three wires to the masthead.

The drawing shows a generic bulk carrier of 10,000 tons deadweight on a waterline length of 145m, with 20.3m beam, 13.0m depth, 10.0m loaded draught, Prismatic coefficient 0.70, load displacement 18,000 tons and sail area 4687 square metres. The 1903 five-master Preussen (120m LBP, 8000 DWT) would make 15 knots with a fair wind, a very modest speed-length ratio. This proposal has proportionately less sail area but then she would have an auxiliary engine to take her through belts of calms, a unit minimally sized to be effective in a strong head wind. Preferred routeing would aim at securing 90% wind propulsion, using the strongest following winds – where square rig has no peer – by rounding the great Capes in the favourable direction as opposed to queueing, canal dues and lack of wind near Panama and Suez.

To save manpower and running rigging, yards are clamped to the foreside of masts and rotate with them, while to stiffen the yardarms these are linked to the aft side of the mast by wire spans.

The sails are roller-furled inside the yards, as is the practice on Royal Clipper.

The mast´s cross section shows two distinct internal areas. The after one is the service channel for the sails´ sheets and for electrical cables, vent ducts, etc. It also houses a Jacob´s ladder with ocasional break-fall platforms, plus a tube housing the counterweight for the personnel elevator bucket which would occupy the forward area. This would have stations at every yard, ending at the lower topgallant, and would be based on the robust weather-proof technology of building-site hoists. Under normal conditions access aloft would not be required, however this lift would avoid, with a minimal crew, any maintenance operation being prefaced by a taxing vertical climb.

To facilitate unloading, releasing the lowest backstay from the deck and hauling it up out of the way (see drawing, between main and mizzen masts) allows a free height of 13 metres over the hatch coamings. The Bentinck boom and sections of the central catwalk are also raised out of the way. The electric turbine on the stern should relieve the Diesel generators of most of the ship´s routine electrical load.

A sister webpage containing further information and entitled ”Square Rigged Ships for the Present Day” can be accessed as an external link at the end of the article on Square Rig in Wikipedia.

A “Weatherly Square Rigger Design Compendium” prepared by the author has 90 pages of text and 16 scale drawings of sail plans, constructional details in tops and yard articulations to permit full yard swing, lines plans and suggested general arrangement plans for medium sized sail training vessels. Copies are available to order.