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Navigation

Navigation is the art of getting from one place to another, safely and efficiently. Whenever you find a store in a mall or walk home from school, you are using the tools of the early navigators. But what if you found yourself in a place you didn’t recognize such as out in the middle of the ocean?

The first record of boats large enough to carry goods for trade is around 3500 B.C. and this would mark the birth of the art of navigation.These first navigators stayed close to shore and navigated by sight of landmarks or land characteristics that they could see. Usually they traveled by day and sought a calm harbor or anchorage at night. They did not have charts but lists of directions, similar to today’s cruising guides.

When they did venture out of sight of land, the navigator was able to determine his latitude (north/south direction) by observing the height of the sun during the day and the North Star at night.

Experienced mariners were said to plot their course by major constellations, though this was not an exact science. Vessels followed the east/west movement of the sun or the track of the stars. However, the navigator had no way to accurately determine longitudeand therefore, once out of sight of land, had no idea how far east or west he was. Estimates were made based upon the time it took to get there, a simple form of dead-reckoning still used by navigators today.

Using this system, the navigator can determine the distance traveled from one point to another by multiplying the time underway by the speed of the vessel. Since time was measured with a sandglass and speed was estimated by watching pieces of seaweed pass by the hull, these early calculations were often way off.

Coastal navigators relied upon the sounding reed (c. Egypt 1500 BC) to measure shallow water depths and the wind rose which described the eight major winds attributed to their originating countries. Using a combination of depth soundings, the sun or stars and the wind rose, these early navigators had to guess where they were when land could not be seen.

The first ocean voyages were probably big mistakes – a vessel blown off course by a sudden storm or error by the helmsman. The Vikings regularly sailed to Iceland and Greenland between 900 and 1000AD, apparently using only the sun, stars and wind as their guide.

As brave as these early navigators must have been, they were also creative in compensating for their lack of technology. Floki Vilgjerdarsson, a great Viking explorer credited with the discovery of Iceland, carried aboard a cage of ravens. When he thought land should be near, he would release one of the birds. If it circled the boat without purpose, land was not near, but if it took off in a certain direction, the boat followed, knowing the bird was headed toward land.

Of course, this only worked if the navigator could get close to land. (And not too close!)

One of the earliest man-made navigation tools was the mariner’s compass, an early form of the magnetic compass (c.13th Century). Initially used only when the weather obscured the sun or the North Star, these first compasses were very crude. The navigator would rub an iron needle against a lodestone, stick it in a piece of straw and float it in a bowl of water. The needle would point in a northerly direction. Early mariners found the compass inconsistent – most likely because they did not understand that it pointed to the magnetic north pole, not true north (This is called variation). At the time, they could not explain these variations and could not put much trust in the readings when navigating an unknown area.

The most practical use of the compass at this time was to identify the direction of the wind to help the navigator determine which of the eight winds on the wind rose they were experiencing. Even after the development of more modern compasses with pivoting needles, until variation was understood and documented, the compass was not as valuable to navigators as it is today.

Much more valuable, at the time, was the invention of the lead line (c.13th Century)., which was a tool for measuring the depth of water and the nature of the bottom. This line was weighted with lead and had graduated markings to determine sea depth. The lead was coated with wax to bring up samples of the bottom. A method of navigating from one depth to another based upon the condition of the bottom developed, with sailing directions from the 14th Century reading "Ye shall go north until ye sound in 72 fathoms in fair grey sand. Then go north until ye come into soundings of ooze, and then go your course east-north-east." (72 fathoms is 432 feet! – that’s a long line.)

The development of better navigational tools was motivated first by commerce and trade, then by the riches of discovery. The Phoenicians and Greeks were the first of the Mediterranean navigators to sail from land to land and to sail at night. Often they navigated by bonfires set on mountaintops (the earliest known system of Aids to Navigation).

At this time, mariners began to realize that maps would be helpful and began keeping detailed records of their voyages that land-based mapmakers used to create the first nautical charts called Portolan Charts (c. 13th Century). The charts, created on sheepskin or goatskin, were rare and very expensive, often kept secret so that competing mariners would not have access to this knowledge. What they lacked in accuracy they made up for in beauty. Lands and ports on the chart were highly decorated with depictions of buildings and flags.

The size of the lands on the chart was more a reflection of their importance to trade routes than their actual geographical size. The charts did not have latitude or longitude lines but did have compass roses indicating bearings between major ports. They were, of course, not very accurate because the ability to measure distances at sea had not yet developed, nor was there an accurate method to portray the spherical surface of the earth on a flat piece of material.

Mariners at this time also used the cross-staff and the astrolabe (c.1484 Martin Behaim) to measure the angle above the horizon of the sun and stars to determine latitude. The forerunner of the much more portable (and accurate) sextant, the astrolabe was used to measure the altitude of a sun or star. Heavy and clumsy, it was very difficult to use aboard a rolling ship, however, when new land was discovered and the astrolabe taken ashore, it was valuable in fixing the approximate latitude of the new discovery.

The hazards of sea travel during this time are clearly illustrated by Columbus' experience. His journal reveals that he did not even know how to calculate latitude properly, his determinations being far too high. And like all sailors at the time, he was unable to calculate longitude. When he encountered the Americas he actually thought he had reached India which explains why the names Indies and Indians are still attached to the lands he found.

After a few weeks at sea the inaccuracies in the clocks could produce an error in longitude of thousands of nautical miles. It is likely that the best clocks at the time lost 10 minutes a day which translates into an error of 175 miles. This daily loss was not consistent, so it could not be compensated for.

A major advance that made dead-reckoning much more accurate was the invention of the chip log (c.1500-1600). Essentially a crude speedometer, a light line was knotted at regular intervals and weighted to drag in the water. It was tossed overboard over the stern as the pilot counted the knots that were let out during a specific period of time. From this he could determine the speed the vessel was moving.

Interestingly, the chip log has long been replaced by equipment that is more advanced but we still refer to miles per hour on the water as knots. Using the sun and the stars, the navigator knew his beginning and ending latitude – now he could determine the distance he had traveled to estimate his east/west position.

The first accurate representation of the spherical earth surface was the Mercator Projection (Gerardus Mercator 1569). Of great value to navigators because a compass bearing could be shown as a straight line (and they could, therefore, sail the shortest distance between two points), but the problem of determining longitude delayed the use of these charts for some seventy years after they were introduced. In 1701, charts of magnetic variation in different parts of the world were available, making the magnetic compass a valuable (and consistent) navigational tool.

But the key to determining longitude (how far east or west they were located) lay in the invention of an accurate time-keeping device. It had long been known that the earth was a globe and rotated one complete revolution in relation to the sun every 24 hours. Navigators knew that the sun reached its maximum altitude at noon, no matter where on earth they were. If they could determine what that exact time was on the longitude of 0° they could easily calculate the longitude of their present position by the difference in the two times (one hour equaling 15° of longitude).

This was considered so important that countries offered prizes for the invention of an accurate chronometer. The British prize was won by John Harrison in 1764 for his seagoing chronometer accurate to one-tenth of a second per day. James Cook used Harrison’s chronometer to circumvent the globe and when he returned in 1779 his calculations of longitude based upon the chronometer proved correct to within 8 miles. A scientist and accomplished surveyor, Cook completed such accurate and detailed charts during his voyage that he changed the nature of navigation forever and charts were rapidly developed around the world.

In 1884, by international agreement, the meridian of Greenwich, England was adopted as the Prime Meridian (0° ). Prior to that, all of the seafaring nations had their own prime meridians, causing longitude to be different on charts created in different countries.

The ship’s chronometer remained an expensive but necessary navigation tool until radio signals became universal, then a plain old wrist watch was all that was needed to calculate longitude with accuracy. The radio receiver provided a continuously updated time signal from the Prime Meridian in Greenwich, England.

The 20th century has seen advances in navigation tools beyond anything Columbus might have imagined. The impetus for these developments was no longer trade and exploration, but for use in war. However, many of these instruments and technologies have been adapted for peacetime use. We have become so dependent on these electronic instruments that most recreational boaters today don’t know how to plot a dead-reckoning course.

In 1907 Elmer Sperry introduced the gyroscopic compass which is unaffected by variation or deviation as it points to true north, not magnetic north.

British physicist Robert Watson-Watt produced the first practical radar (radio detection and ranging) system in 1935. It is used to locate objects beyond the range of vision by projecting radio waves against them. Radar can determine the presence and range of an object, its position in space, its size and shape, and its velocity and direction of motion. In addition to its marine uses, it is also used for controlling air traffic, detecting weather patterns and tracking spacecraft.

The hyperbolic navigation system known as Loran (Long Range Navigation) was developed in the U.S. between 1940 and 1943. It uses pulsed radio transmissions from master and slave stations that are received onboard and recorded as small waves on the screen of a cathode-ray tube. The distance between the waves corresponds to the difference in time between the arrival of the signals from the two stations. This difference is represented by a curve (hyperbola). Another set of loran transmitters repeats this process and position is determined by the intersection of the two curves called loran lines of position. Accuracy ranges between a few hundred meters and a few kilometers. Used mainly by US ships it is an expensive system with a limited coverage area and will ultimately be phased out in favor of a newer, more accurate navigation system called GPS.

GPS (Global Positioning System), initiated in 1973, is operated and maintained by the U.S. Department of Defense. This space-based radio-navigation system consists of 24 satellites and provides accurate positioning to within about 30 feet as well as velocity and time worldwide in any weather conditions. GPS works the same way as Loran (time difference between separate signals) but the signals come from satellites. Because you can receive GPS signals using small, inexpensive equipment it is being used in many new applications.

Determining Directions and Time by shadow

When you are out in the Field their are tried and true methods for determining your direction when a compass is not available. Any of these techniques may be used to determine the four cardinal directions.

Determining Directions and Time by shadow

Step 1. Place a stick or branch into the ground at a level spot where a distinctive shadow will be cast. Mark the shadow tip with a stone, twig, or other means. This first shadow mark is always the west direction.

Step 2. Wait 10 to 15 minutes until the shadow tip moves a few inches. Mark the new position of the shadow tip in the same way as the first.

Step 3. Draw a straight line through the two marks to obtain an approximate eastwest line.

Step 4. Standing with the first mark (west) to your left, the other directions are simple; north is to the front, east is to the right, and south is behind you.

(1) A line drawn perpendicular to the east-west line at any point is the approximate north-south line. If you are uncertain which direction is east and which is west, observe this simple rule—the first shadow-tip mark is always in the west direction, everywhere on earth.

(2) The shadow-tip method can also be used as a shadow clock to find the approximate time of day.

(a) To find the time of day, move the stick to the intersection of the east-west line and the north-south line, and set it vertically in the ground. The west part of the east-west line indicates 0600 hours, and the east part is 1800 hours, anywhere on earth, because the basic rule always applies.

(b) The north-south line now becomes the noon line. The shadow of the stick is an hour hand in the shadow clock, and with it you can estimate the time using the noon line and the 6 o’clock line as your guides. Depending on your location and the season, the shadow may move either clockwise or counterclockwise, but this does not alter your manner of reading the shadow clock.

(c) The shadow clock is not a timepiece in the ordinary sense. It makes every day 12 unequal hours long, and always reads 0600 hours at sunrise and 1800 hours at sunset. The shadow clock time is closest to conventional clock time at midday, but the spacing of the other hours compared to conventional time varies somewhat with the locality and the date. However, it does provide a satisfactory means of telling time in the absence of properly set watches.

(d) The shadow-tip system is not intended for use in polar regions, which the Department of Defense defines as being above 60 degrees latitude in either hemisphere. Distressed persons in these areas are advised to stay in one place so that search/rescue teams can easily find them. The presence and location of all aircraft and ground parties in polar regions are reported to and checked regularly by governmental or other agencies, and any need for help becomes quickly known.

Watch Method

A watch can be used to determine the approximate true north and true south.

(1) In the north temperate zone only, the hour hand is pointed toward the sun. A south line can be found midway between the hour hand and 1200 hours, standard time. If on daylight savings time, the north-south line is found between the hour hand and 1300 hours. If there is any doubt as to which end of the line is north, remember that the sun is in the east before noon and in the west after noon.

(2) The watch may also be used to determine direction in the south temperate zone; however, the method is different. The 1200-hour dial is pointed toward the sun, and halfway between 1200 hours and the hour hand will be a north line. If on daylight savings time, the north line lies midway between the hour hand and 1300 hours

(3) The watch method can be in error, especially in the lower latitudes, and may cause circling. To avoid this, make a shadow clock and set your watch to the time indicated. After traveling for an hour, take another shadow-clock reading. Reset your watch if necessary.

Star Method 1

Less than 60 of about 5,000 stars visible to the eye are used by navigators. The stars seen as we look up at the sky at night are not evenly scattered across the whole sky. Instead they are in groups called constellations.

(1) The constellations that we see depends partly on where we are located on the earth, the time of the year, and the time of the night. The night changes with the seasons because of the journey of the earth around the sun, and it also changes from hour to hour because the turning of the earth makes some constellations seem to travel in a circle. But there is one star that is in almost exactly the same place in the sky all night long every night. It is the North Star, also known as the Polar Star or Polaris.

(a) The North Star is less than 1 degree off true north and does not move from its place because the axis of the earth is pointed toward it. The North Star is in the group of stars called the Little Dipper. It is the last star in the handle of the dipper. There are two stars in the Big Dipper, which are a big help when trying to find the North Star. They are called the Pointers, and an imaginary line drawn through them five times their distance points to the North Star.

(b) Many stars are brighter than the North Star, but none is more important because of its location. However, the North Star can only be seen in the northern hemisphere so it cannot serve as a guide south of the equator. The farther one goes north, the higher the North Star is in the sky, and above latitude 70 degrees, it is too high in the sky to be useful.

(2) Depending on the star selected for navigation, azimuth checks are necessary. A star near the north horizon serves for about half an hour. When moving south, azimuth checks should be made every 15 minutes. When traveling east or west, the difficulty of staying on azimuth is caused more by the likelihood of the star climbing too high in the sky or losing itself behind the western horizon than it is by the star changing direction angle. When this happens, it is necessary to change to another guide star. The Southern Cross is the main constellation used as a guide south of the equator, and the general directions for using north and south stars are reversed. When navigating using the stars as guides, the user must know the different constellation shapes and their locations throughout the world.

Northern Hemisphere

Southern Hemisphere

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