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General concepts
Skipper Training · The basics
General concepts
A little theory never hurts, especially if you want to become independent on a sailing boat. Here are the basic notions to feel at ease on board.
⛵ Vocabulary🧭 Points of sail💨 Wind🛟 Buoyage🪢 Knots
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1VocabularyThe boat, the rigging, the hull, the interior and the types of sailing boatRead →2Points of sailClose-hauled, beam reach, broad reach… and how to tackRead →3The windTrue wind, boat-speed wind and apparent windRead →4How a sailing boat worksThe forces and moments that drive the boatRead →5Buoyage and right of wayThe buoys and marks to know at seaRead →6KnotsThe 5 essential knots on boardRead →7Preparing my outingChecklists to downloadRead →8Exam simulationNearly 1,000 questions to practiseGo to the quiz →

1. Vocabulary

The words used on board, to understand (and be understood) from your very first outing.

The sailing boat

12345678910111213141516
  1. Helm – a wheel (like a steering wheel) or a tiller (a bar you push or pull). Some boats have two wheels, one on each side, so you can choose the most comfortable position and the best view.
  2. Cockpit – the outside area at the back of the boat.
  3. Companionway – the steps leading inside.
  4. Stern pulpit – the rail at the back. The back of the boat is called the stern.
  5. Bow pulpit – the front of the boat is called the bow; the very front edge of the hull, the stem.
  6. Mast
  7. Boom – it holds and positions the foot of the mainsail.
  8. Gooseneck – the joint between the mast and the boom.
  9. Mast step
  10. Coachroof – the raised part around the companionway.
  11. Stanchion – the small posts along the sides of the boat.
  12. Guardrail – the wire running around the boat to stop you falling overboard, held by the stanchions.
  13. Bow roller – the roller at the front where the anchor chain runs.
  14. Side deck – the side passage to go forward. The widest point of the boat is called the beam.
  15. Foredeck – not just for sunbathing: this is where you stand to hoist or drop the sails.
  16. Cleat – to moor the boat. The U-shaped fairleads guide the lines so they don’t rub against the hull.

The rigging

The rigging is everything that allows the boat to move under sail:

Front view12Side viewCap shroud (1)IntermediateLower shroudForestayBackstaySpreaders (2)
  • Running rigging : the moving parts you use for trimming (sails, lines…).
  • Standing rigging : the fixed parts, i.e. the mast, the boom and the wires that hold the mast up:
  • Cap shroud : holds the mast sideways. The spreaders push it outwards to make it more effective.
  • Forestay : holds the mast forward.
  • Backstay : holds the mast aft.
  • Intermediate : stiffens the mast, bearing on the spreader.
  • Lower shroud : stiffens the lower mast, bearing on the deck.

The hull

1234waterline
  1. Rudder – the “steering blade” under the water, which turns to go to starboard or port. The helm and the rudder together form the steering.
  2. Underwater hull – the submerged part of the hull, the part that keeps you afloat.
  3. Ballast (or bulb) – the counterweight that stops the boat from heeling too much.
  4. Keel – it carries the ballast and balances the boat. A boat with a keel is a keelboat.
Without ballast, it is called a centreboard : it can be raised so the hull is flat, for example to settle on the sand. The boat is then called a dinghy.

The interior

CabinHeadsGalleyCompanionwaySaloonCharttableForward cabinLockerAFTFWD
  • Companionway : the steps leading inside (and, a little secret, the engine is hidden just underneath).
  • Saloon : the living area for meals. The benches turn into berths; you store things in small cupboards and in the lockers under the benches.
  • Chart table : the navigator’s station, with the electronics (GPS, radar, electrical panel…).
  • Cabins : small! Bring a soft bag rather than a suitcase, and close the portholes when sailing.
  • Galley : cooker with oven, fridge, sink with pressurised water. Fresh water is stored in tanks.
  • Heads : the manual pump has two positions (flush with seawater / empty). Pump at least fifteen times or so.
  • Sail locker : to store the sails and navigation gear.

Types of sailing boat

Depending on the number and size of the masts, sailing boats have different names:

Sloop

One mast. The most common type, and the one we use for our lessons.

Ketch

Two masts. The aft mast (mizzen) is smaller and stepped forward of the rudder.

Yawl

Two masts. The mizzen is smaller and stepped aft of the rudder.

Schooner

Two or more masts of the same size, or with a smaller foremast.

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2. Points of sail

The point of sail is the boat’s direction relative to the wind. The angle between the wind and the sail is called the angle of attack.

WINDno-gozone1Head to wind2Close-hauled3Close reach4Fine reach5Beam reach6Broad reach7Very broad reach8RunningUpwind(2, 3, 4)Downwind(6, 7, 8)
The wind comes from the top of the diagram.
  1. Head to wind – you can’t move forward: the sails flap (like a flag). It is the ideal position to hoist or drop the mainsail.
  2. Close-hauled – to sail upwind; the sail is almost in line with the boat.
  3. Close reach – about 60° off the wind.
  4. Fine reach
  5. Beam reach – about 90° off the wind.
  6. Broad reach – the waves push the boat: hold your course firmly.
  7. Very broad reach
  8. Running – the mainsail is fully eased. Careful: if you bear away further, the sails switch sides (gybe).
Wind heading / wind freeing. When the wind direction gets closer to the boat’s heading, the wind heads : the boat sails less well. When it moves away, the wind frees : the boat sails more easily.

Luffing up and bearing away

WIND1Luff up2Bear away
  • Luff up (1) : turn towards the wind.
  • Bear away (2) : turn away from the wind.
  • If the boat luffs up on its own when you let go of the helm, it has weather helm.
  • If it bears away on its own, it has lee helm.

Tacking and gybing

WINDstart123target
  • You can’t sail straight into the wind: to reach a target upwind, you beat by tacking repeatedly.
  • (1) Straight ahead: impossible.
  • (2) Lots of tacks.
  • (3) A single tack: the distance sailed is the same.
  • Gybing follows the same principle, but downwind: the wind passes from one side to the other across the stern.
  • When tacking, the boat spends a few seconds head to wind, which slows it down safely. Downwind there is no such brake: if you bear away too far, the sails swing across in one go. Hence a controlled manoeuvre.

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3. The wind

The wind you feel on a sailing boat isn’t just the forecast wind: there are three to tell apart.

1 · Close-hauled2 · Very broad reachTrue windBoat-speed windApparent wind
  • True wind : the forecast wind. To spot it, look at the coast (smoke, flags, wind turbines) or at the ripples on the water.
  • Boat-speed wind : the wind created by the boat moving forward, along the boat’s axis and opposite to its course.
  • Apparent wind : the sum of the two. It is the wind you feel on board, and the one shown by the masthead wind indicator and the telltales.
  • (1) Close-hauled, the wind comes from ahead: the boat-speed wind adds to the true wind, the apparent wind is stronger.
  • (2) On a very broad reach, the wind comes from behind: the boat-speed wind works against the true wind, the apparent wind is weaker.

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4. How a sailing boat works

For the boat to hold its course and speed, without sinking or capsizing, the forces acting on it must balance out.

Front view: the moments12windTop view: the forcessail forcedrivingcentreboardlateral resistancedrag
Weight (1)

Depending on how weight is distributed on board, it acts at the centre of gravity. Vertical force, downwards: it pushes the boat into the water.

Buoyancy (Archimedes) (2)

The water pressure on the hull acts at the centre of buoyancy, at the centre of the submerged part. It moves with heel and waves. Vertical force, upwards: it stops the boat from sinking.

Sail force (wind)

It comes from higher pressure on one side of the sail (windward side) and lower pressure on the other (leeward side). It breaks down into:

  • driving force, parallel to the course: it moves the boat forward;
  • heeling (side) force, perpendicular to the axis: it pushes the boat sideways.
Hydrodynamic force (water)

It comes from the friction of the water on the hull and keel, and slows the boat down. It breaks down into:

  • lateral resistance : the keel and hull stop the boat from sliding sideways;
  • drag : the more streamlined (and clean!) the hull, the lower it is.

The moments

Heeling moment

It makes the boat heel. It combines the sail force (wind) and the lateral resistance (water). The more wind, the more the boat heels.

Righting moment

It counters the heel. It combines the weight (centre of gravity) and buoyancy (centre of buoyancy). The more weight on the windward side, the more the boat comes upright.

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5. Buoyage and right of way

Buoys and beacons are the road signs of the sea. What follows applies to region A (Europe, Africa, Australia…).

Lateral marks

HARBOURPort (red)on the left when enteringStarboard (green)on the right when enteringConventional direction: from the sea towards the harbour
When leaving the harbour, it’s the other way round.
Starboard

Green, with a cone top mark. When entering harbour, keep it on your right (pass to its left).

Port

Red, with a cylindrical top mark. When entering harbour, keep it on your left (pass to its right).

Preferred channel

When several channels lead to the harbour, look at the dominant colour and apply the lateral marks rule.

Preferred channel to starboard

Mainly red: treat it as a port mark. Keep it on your left, pass to its right (when entering).

Preferred channel to port

Mainly green: treat it as a starboard mark. Keep it on your right, pass to its left (when entering).

Cardinal marks

They show which side to pass to avoid a danger. Tip: the cone points show where the black is on the buoy.

North

Two cones pointing up. Black on top, yellow below. Pass to the north : the danger is to the south.

South

Two cones pointing down. Yellow on top, black below. Pass to the south : the danger is to the north.

East

Cones base to base. Black, yellow, black. Pass to theeast : the danger is to the west.

West

Cones point to point (a “W” for West). Yellow, black, yellow. Pass to thewest : the danger is to the east.

Other marks

Isolated danger

Black with a red band, two black spheres. Marks a single danger: wreck, rock…

Special mark

Yellow, cross top mark. Marks a special area (cables, military exercise…): check the chart.

Safe water

Red and white vertical stripes, red sphere. No danger: you can pass on either side.

Bathing area

Round yellow buoy: bathing area up to 300 m from the shore, speed limited to 5 knots.

Access channels. Within the 300 m strip, they let watercraft (jet skis, windsurfers…) reach the beach. They are marked like a channel (cylindrical buoys to port, conical to starboard) and swimming is prohibited in them.

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6. Knots

Five knots cover most situations on board. Practise on land, with your eyes closed!

1Bowline

To attach a line to a sail (halyard or sheet) or to moor the boat. It is strong and easy to undo by lifting the loop that locks the strand.

  1. Make a small loop, with the working end (the free end) passing over the standing part.
  2. Pass the working end up through the loop from underneath.
  3. Go around the standing part, then back down through the loop. Pull tight: done.
2Figure-eight knot

The stopper knot: it stops a line from running out, for example out of a clutch or a block.

  1. Make a loop.
  2. Pass the end back through the loop, drawing an 8.
  3. Pull tight: done.
3Cleat hitch

To make fast on a cleat, on the pontoon or on board. It holds well and comes undone quickly.

  1. Take a full turn around the cleat: this is what holds the boat.
  2. Make a figure of eight around the horns of the cleat.
  3. Finish with a locking hitch, parallel to the previous one. Pull tight.
4Clove hitch

To tie the fenders onto the guardrail. You can tie it with one hand while the other holds the fender, but it can slip if it isn’t under tension.

  1. Take a round turn, forming a loop.
  2. Take a second turn, passing through the previous loop.
  3. Pull tight. Add a half hitch for extra safety.
5Round turn and two half hitches

To moor the boat to a ring, a bollard or a cleat. Simple to learn, easy to undo.

  1. Take a full turn around the mooring point (the round turn): it already holds the boat.
  2. Make a half hitch (a simple knot around the standing part) and pull tight.
  3. Make a second half hitch and pull tight: the knot holds.
The best way to learn knots is practice: we go over them together on board during the training.

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7. Preparing my outing

A handy summary of what not to forget before leaving: your luggage, the state of the boat and the basic knowledge. These documents are made available to help you ❤️: feel free to share the page with your friends!

✓Preparing an outingThe overview before casting off.Open →✓Packing my bagEverything to bring (and what’s best left ashore).Open →✓My boat checklistThe checks before every departure.Open →✓Practical licence objectivesWhat you need to be able to do for the practical exam.Open →✓Theory licence objectivesThe subjects to know for the theory exam.Open →

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