Flying a Spinnaker
with the Washington Yacht Club
Second Edition
August 9th, 1997
Acknowledgements
Many thanks are due to Bob Vanderpol and Aaron Koopman for their significant and essential contribution to this
manual. They provided much of the content that is included here.
Several books were also invaluable resources: Sail Power by Wallace Ross, The Art and Science of Sails by Tom Whidden and Michael Levitt, and Spinnaker Handling, Second Edition by Bent Aaree.
Marlan Crosier
August 9th, 1997
Foreword
The purpose of this manual is to provide a brief and inexpensive guide to competently and safely use a spinnaker
on club boats. It is assumed that the reader already knows how to sail and is familiar with the club and it's rules
and procedures.
The primary audience of the manual are those club members who sail keelboats. Most of the material in the manual,
however, also applies to dinghies.
The manual is divided into three chapters:
Chapter 1 - Introduction to the Spinnaker
Chapter 2 - Basic Spinnaker Handling
Chapter 3 - Advanced Spinnaker Techniques
Chapter 1 introduces the spinnaker, briefly describes it's history, and covers rules governing it's use at the
WYC.
Chapter 2 presents basic spinnaker handling terminology, brief and to-the-point instructions for the four basic
spinnaker handling procedures: raising, trimming, jibing, and dropping, and tips for troubleshooting common problems.
This chapter includes everything you need to know to fly a spinnaker in light to moderate winds.
Chapter 3 covers the additional techniques and problem solving required to fly a spinnaker safely in heavier winds.
Table of Contents
CHAPTER 1 - INTRODUCTION TO THE SPINNAKER
Description and Purpose
A Brief History
WYC Information and RulesCHAPTER 2 - BASIC SPINNAKER HANDLING
Spinnaker Terminology
Raising the Spinnaker
Trimming the Spinnaker
Jibing the Spinnaker
Dropping the Spinnaker
Spinnaker Handling Checklist
Solving Problems
CHAPTER 3 - ADVANCED SPINNAKER TECHNIQUES
Broaching: What it is and What to do about it
Rolling: What it is and What to do about it
Description and Purpose
A spinnaker is a large parachute-shaped sail, usually made of nylon, which
is used when sailing downwind. Sailing downwind with a spinnaker is usually much faster than sailing under main
and genoa alone. Once you have experienced the speed and exhilaration flying a spinnaker can produce, you will
feel at a loss if you aren't sailing downwind under spinnaker.
Other names for a spinnaker you may hear include "chute" (as in parachute) and "kite".
A Brief History
The spinnaker was invented around 1866 and thus is relatively new in the
history of sailing. It is believed that the name came from one of the first boats to fly a spinnaker, Spinx. Since
the sail was quite large, it was called Spinx's "acre", which eventually evolved into the modern term.
WYC Information and Rules
Club boats that are rigged for spinnaker use include two of the keelboats
(Excalibur and Caravel) and some of the dinghies (the Laser IIs, the 505s, the Flying Scot, and the Catalina).
According to the Club's Daysailing book, members with Novice and higher ratings can, after "asking for assistance",
use a spinnaker. In other words, there is no formal rating required to use a spinnaker.
Chapter 2 covers everything you need to know to fly a spinnaker in light to moderate winds. This includes basic
terminology, instructions for the four basic spinnaker handling procedures: raising, trimming, jibing, and dropping,
and tips for solving problems you may run into. Chapter 3 covers heavy weather spinnaker handling. The manual has
been divided in this way because the nature of the spinnaker changes as the wind increases. In heavier winds, the
spinnaker becomes harder to handle and even dangerous if handled incorrectly. In contrast, one is very unlikely
to get into serious trouble when flying a spinnaker in light to moderate winds. Therefore, it is highly recommended
that you initially limit use of the spinnaker to light to moderate winds. In fact, it would be best to begin practicing
spinnaker use in lighter winds and wait until you feel comfortable with the basic procedures before taking on moderate
winds. Don't fly a spinnaker in heavy winds until you have a good base of experience in moderate winds and you
have read Chapter 3.
Spinnaker Terminology
Each of the terms noted on this diagram are described in the table below.
| Term | Purpose/Description |
|---|---|
| Sheet | Trims sail (just like a jib sheet). |
| Guy | Controls pole position. When reaching hard, has the most force on it of any line on boat. |
| Pole | In a effect a boom, usually used to keep sail as far from boat as possible. |
| Topping lift | Adjusts height of pole; helps keep pole under control. |
| Downhaul | Keep poles from rising too high ("skying"). If the pole rises too high, the spinnaker ring may break. |
| Bridle | Wire rigging with a ring in the middle which is permanently attached to the ends of the pole. The topping lift and downhaul each attach to a bridle. |
| Track & Slide | Adjusts height of inboard end of pole. Some boats (e.g., J/24s) use rings fixed at different levels rather than track and slide. |
| Bag (Turtle) | A wide-mouthed bag with a wire rim designed to facilitate raising the spinnaker. (Not shown in the diagram.) |
Second, rig the spinnaker sheets and check that the spinnaker halyard, topping lift, and downhaul are rigged correctly (e.g., the spinnaker halyard is not tangled up with the jib halyard). When rigging the spinnaker sheets, do not tie stopper (figure eight) knots at the ends of the sheets. Since it is common practice to put stopper knots in jib sheets, you naturally would expect do the same thing with spinnaker sheets. However, stopper knots at the end of spinnaker sheets can be dangerous given that they can result in the spinnaker pulling the boat over at an extreme angle and causing crew to fall overboard or possibly even sinking the boat. This is important enough to state again:
| Don't tie stopper knots at the ends of spinnaker sheets! |
Third, assign jobs to crew. Crew should be assigned to the following positions:
| Position | Duties and Selection Criteria |
| Foredeck Person | One person should be assigned to handle foredeck tasks (e.g., handling the pole, attaching lines to the spinnaker, raising and lowering halyards, etc.). If there are extra people, a second person can be assigned to foredeck as this will make it easier to raise, jibe, and drop the spinnaker. The foredeck position would typically be assigned to one of the most experienced of the crew. |
| Sail Trimmers | At least two people should be assigned to sail trimming duties. They will trim the jib going upwind and the spinnaker downwind. They may also control pole height and help gather the spinnaker during a drop. |
| Driver | Obviously somebody needs to drive the boat. But keep in mind that this doesn't always have to be the skipper; having another fairly experienced person drive will free the skipper up to deal with any problems that may arise. |
Everything should now be ready for the spinnaker raise. Read on to find out how to
do the actual raise.
Raising the Spinnaker
The following actions should happen close to simultaneously:
Trimming the Spinnaker
The following instructions cover the basics of trimming the spinnaker.
If you are not worried about going as fast as possible (i.e., you aren't racing), this may be all you'll ever need
to know.
Trimming the spinnaker primarily involves only three adjustments: (1) raising or lowering the pole, (2) moving
the outboard end of the pole forward or aft, and (3) pulling in or easing the sheet. Fortunately, there are good
indicators of what to do in each of these three areas. The following table describes how and when to make each
of these adjustments.
| Adjustment | How to Adjust |
| Height | The pole height should be set so that the tack and the clew are at the same height. So, for example, if the tack (the pole corner) is lower than the clew then you will raise the pole. When changing pole height be sure to adjust the inboard end of the pole so that it stays level (i.e. perpendicular to the mast). Keeping the pole level assures that the spinnaker is "catching" the most wind possible. It is also safer since the pole's rigging becomes less effective as the pole tilts up or down. |
| Angle | The pole should be set so that it is perpendicular to the apparent wind direction. (Apparent wind is the wind you experience on the boat which is combination of the actual wind and the wind created by your movement through the water.) This is easiest to do when the boat has a wind vane on top of the mast. If the boat doesn't have a wind vane, you can make do by attaching lengths of yarn to the middle of the pole, to the shrouds, or to the backstay. |
| Sheet | The sheet should be eased until the luff just begins to curl. The trimmer should be continually easing and sheeting in (it is easy to over trim and thus stall the spinnaker). |
Once the jibe is complete, the driver steers to the new desired course and the trimmers
adjust sail trim to the proper settings.
Dropping the Spinnaker
Dropping the spinnaker involves the following steps:
Spinnaker Handling Checklist
The following checklist summarizes the key steps in the raising, trimming,
jibing, and dropping the spinnaker.
Raising
Trimming
Jibing
Dropping
Solving Problems
This section covers problems that may arise while flying a spinnaker in
light or moderate winds and what to do about them.
Man overboard when flying a spinnaker
Solutions:
The person who went overboard will be upwind of you since you were flying the spinnaker and thus were heading downwind.
So to return to the person you'll need to go upwind, and unless the wind is fairly light, you can't do this with
a spinnaker up.
How fast you need to take down or get rid of the spinnaker depends on seriousness of the situation. Factors that
increase the seriousness of a situation include:
- the person who fell overboard isn't wearing a life jacket
- the water is cold
- there are large waves
- the wind is heavy
- visibility is low (e.g., at night)
If you judge the situation to be serious, get rid of the spinnaker as quickly as possible. Let the sheets run all
the way out and cut the halyard.
In a less serious situation, such was when the person is wearing a life jacket, the water is warm, visibility is
good, and the winds are moderate, you may choose to lower the spinnaker before returning to pick the person up.
Or you may still let the sheets run and cut the halyard but take a moment to tie a life jacket to one of the sheets
so you can retrieve the spinnaker later. If the wind is light, you may be able to simply leave the spinnaker up
or at least lower it as you return to get the person in the water.
Obviously, what's by far the most important is recovering the person safely. Do whatever you think is necessary
to accomplish this in the situation that you are in.
Difficulty raising Spinnaker
Description:
The spinnaker fills before it is fully raised. The force on the halyard increases to the extent that it may be
impossible to continue raising the spinnaker.
Solutions:
Twist (Hourglass)
Description:
A twist in the spinnaker in which the parts above and below the twist fill with wind and thus keep the sail from
untwisting. The result is shaped like an hourglass, which explains the commonly used name for this problem.
Prevention:
Solutions:
Spinnaker is collapsing
Solutions:
There are three basic reasons a spinnaker collapses (or doesn't ever fill): the sheet is not trimmed correctly,
the forward and aft position of the pole (i.e., it's angle) is incorrect, or the wind is too light.
The solutions are simple in the first two cases: trim the sheet correctly and reset the pole. For the sheet to
be trimmed correctly, the pole angle has to be correct. So you should check the pole angle first. As indicated
earlier, the pole should be perpendicular to the apparent wind. However, in light air it is sometimes hard to determine
the direction of the apparent wind. It is usually easier to figure out that the pole is too far back than if it
is too far forward as the wind will back the spinnaker (blow it against the forestay and mast) if it is. Thus the
general rule for pole position in light air: if in doubt, bring the pole back.
As with other sails, the need to trim the sheet is indicated by the luff of the spinnaker. If the luff of the sail
collapses first, then the sheet needs to be trimmed. If the collapse doesn't start at the luff, then the spinnaker
is either overtrimmed and is stalling or being blanketed by the main. It is easy to overtrim in light air so constantly
try easing the sheet to make sure you are not overtrimmed. If easing the sheet doesn't help, the pole is probably
too far foward so that the chute is getting blanketed by the main.
If the wind is too light, you are stuck, right? Not necessarily. There are some things you can try that may enable
you to fill the spinnaker in light wind:
Spinnaker wrapped around forestay
This almost always happens when jibing. During the jibe, the spinnaker collapses,
due either to improper trim and/or turning up toward a beam too fast, and somehow gets wrapped around the forestay.
Fortunately, this problem is fairly rare.
Prevention:
Solutions:
Difficulty getting Spinnaker
down
Solutions:
Blanket behind main by steering to a broad reach.
This chapter describes how to handle a spinnaker safely in heavier winds. Flying a
spinnaker in heavy winds is not only significantly more challenging than flying a spinnaker in light and moderate
winds, but it is also more dangerous. The increased potential for harm to crew or boat results primarily from two
potential problems: broaching and rolling. The rest of this chapter covers these two problems: what they are, when
they can happen, how to prevent them, and how to resolve them if they do happen.
So if it is more dangerous, why would one ever want to use a spinnaker in heavy winds? First of all, the danger
is minimal when the crew is knowledgeable and experienced. Secondly, given that danger can be minimized, flying
a spinnaker in heavier winds provides the experienced sailor with an experience that can be both challenging and
fun in the same way that experiences like navigating on Puget Sound at night can be challenging and fun. Thirdly,
sailboat racers commonly fly spinnakers in heavy winds.
Broaching: What it is and What to do about it
What it is:
When one loses the ability to turn the boat using the rudder and it rounds up so that it is broadside to the wind
and heeled over, usually at an extreme angle, one has broached.
A broach is not only a scary experience, but it can also be dangerous to crew (e.g., someone falls overboard) or
it can result in damage to the boat (e.g., the boom breaks when it hits the water). In extreme cases, a broach
could sink the boat by keeping it heeled far enough for it to fill with water.
When it can happen:
A broach usually happens when reaching hard in strong winds. It may be initiated by a gust (most common), a large
wave, or helmsman inattention. The result is that, due to increased heeling, or a change in the balance of forces
on the sails, and/or waves, the rudder loses it's ability to steer the boat, and the broach occurs. Read the box
titled "Anatomy of a Broach" for more on how broaches occur.
| Anatomy of a Broach As mentioned earlier, any of a number of factors may lead to a broach. Whatever the initial cause, the basic result is that the force acting to turn the boat into the wind (largely from the main) becomes stronger than the force acting to keep the boat from turning into the wind (the rudder and the spinnaker). So anything that reduces the forces generated by the rudder or the spinnaker relative to the force generated by the main can cause a broach. Thus a broach might occur, for example, when a wave lifts the rudder out of the water. More common, however, is a broach caused by a wind gust. Here's what happens when a gust hits the boat. First, the gust causes an increase in heeling of the boat. This reduces the effectiveness of the rudder by either by angling some of it's generated force down instead of sideways or by lifting all or part of the rudder out of the water. Second, the gust pushes the deepest part of the spinnaker aft. This moves the spinnaker's sideward force aft. When the spinnaker's side force moves aft (closer to the keel), it is no longer balances as much of the main's side force. This is similar to what happens when one of the two people who are balanced on a teeter-totter moves toward the middle. The reduced rudder effectiveness and the movement of the spinnaker's side force aft both reduce the forces keeping the boat from turning up into the wind and thus the broach occurs. Once the boat has turned into the wind, one would expect the spinnaker to luff and then completely collapse. However, the spinnaker actually stays full as the boat rounds up to windward because the wind is now entering the sail at the foot. |
Solutions:
If you react quickly enough, you can luff the main to stop a broach. This will have two positive effects: the rudder
will be more effective (as a result of reduced heeling) and weather helm (the twisting force causing boat to turn
into the wind) will decrease.
If this doesn't work (and it won't by itself once you have fully broached), here's what to do:
1. Let the sheet run out until spinnaker collapses.
CAUTION: DON'T EASE THE GUY! The spinnaker won't collapse. Instead, it will just move farther away from
the boat. This will make the problem worse.
2. Turn upwind (into the broach). This will increase the effectiveness of the rudder (through "reattached
flow") and help collapse the spinnaker.
Once the boat has straightened up, turn down to a broad reach to build speed before coming back up to a hard reach.
If you try to return to your previous course you may immediately broach again.
Rolling: What it is and What to do about it
What it is:
Rolling is occurring when the boat rocks from side to side. Rolling can increase in severity if it is allowed to
continue as each roll causes the next roll to be more severe.
Probably the most serious consequence of rolling is an accidental jibe. In the heavy winds necessary for rolling
to occur, the boom will fly across the boat at a terrifying speed. Considering that this can happen quickly and
without warning, an accidental jibe caused by rolling can be a dangerous event. To make matters worse, a broach
may occur after an accidental jibe.
Rolling can also cause the boom or the spinnaker pole to hit the water and break.
When it can happen:
Rolling usually occurs when running or sailing by the lee in strong winds and big waves with pole back and sheet
eased.
Prevention:
Solutions:
To stop rolling once it has started, steer to a higher course and ease the pole forward and trim the sheet.