For the sake of just one human life, it is worth understanding how stability works. Sadly multitudes of precious lives are lost due to a lack of awareness and understanding regarding this most crucial topic.
In 2002 an oceangoing ferry named the La Joola capsized off the West Coast of Africa between 1,034 to 1,600 crew and passengers perished in this unprecedented peace-time maritime disaster. Another recent example is the September 1997 capsizing of the Pride of Gonave in Haiti. Roughly 200 souls perished in this unfortunate debacle. In fact, stability related ferry disasters are rather common, claiming some 400 lives in Lake Victoria in May 1996; 338 lives off Sumatra in January 1996; and 852 lives in September 1994 when the ferry Estonia sank in a Baltic storm.
The ferry industry is not the only segment of the marine industry that needs to be concerned about stability. Statistically, a higher percentage of people die in commercial fishing than any other occupation in the United States. Inadequate stability is one of the most common sources of deaths in commercial fishing. Yet this industry often vigorously opposes any type of regulation regarding its vessels.
Then there are sailboats. Many of the newer boats are constructed lighter and with wider and flatter midsections to get better race performance and lower ratings. Unfortunately, these trends have proved to be deadly for the 15 sailors who perished in the 1979 Fastnet Race. Investigators were called in to find out why this race was so disastrous. They concluded that the vessels should have been narrower and heavier than they generally were. Still, these race performance enhancing trends continue. Racing sailors still go out in some of the worlds most perilous bodies of water in boats that are often even more extreme than those of the Fastnet Race.
Naturally, all segments of the marine industry need to be concerned about stability. A tow boat can trip over its tow wire, a boat lifting a load can flip it self over, and too much free surface in tanks can make a stable boat unstable. A good way to avoid being a victim of a sensational stability incident is to understand stabilitys basic concepts. Paying attention to little details, however mundane, often saves lives.
STABILITY OF SMALL BOATS
One of the more frequent problems to come up during my years in the Office of Boating Safety, was boats that had a list. These were new boats that were tender, that is “tippy”, and had a list sitting at the dock, and sometimes when underway. I am only going to discuss the static condition; that is, standing still. When a boat has stability problems underway that is called dynamic instability and is a much more difficult problem.
Generally the owner would say the boat lists to one side, usually to starboard, and seems to be unstable. The boat scared them. My first question was usually “did it do this when you first got it?”. More often than not they said yes, but sometimes it was a simple matter that they had loaded all their stuff on the boat and needed to redistribute the weight. One fellow had 20 cases of soda on his flying bridge. But what about the boat that came that way?
Stability of small craft is a subject that is often not understood by owners and misunderstood by the builder. Most of these boats are deep vee, with a vee bottom of 10 to 20 degrees, occasionally more. They are narrow beam so they can be trailered and have high sides for offshore work. In fact, most of the ones I dealt with were offshore center or side console, fishing boats.
To make matters worse when the owner complained, often the solution by the builder was to add lead weights to the opposite side of the boat. This reduced the freeboard aft, reduced the load capacity and speed. Some of these boats have a transom door or false transom and when the extra weight is added the waterline is very close to the level of the deck aft, meaning the wake comes aboard when the boat slows down or when hit by a following sea. The weights they added were usually placed low in the bilge to attempt to lower the center of gravity. This can often make the situation worse.
The problem here is two fold. The first problem is the design of the boat, second is a weight distribution problem. Stability is determined by the relationship between three things, center of gravity (CG), center of buoyancy (CB), and something called metacentric height (GM). Also we need to know the difference between initial stability and reserve buoyancy.
FIRST A FEW DEFINITIONS:
Initial stability: A measure of the boat’s ability to right itself at low angles of heel. A boat that lists to one side or the other when sitting at the dock and feels “tippy” to the owner, has low initial stability. But this boat once heeled may have high reserve buoyancy.
Center of gravity is the point in the boat where all of the forces of gravity (down) are equal. In other words if you could balance the boat on a point, this would be the point where it balances.
Reserve buoyancy: A measure of the increase in buoyancy and stability as the boat heels over. A boat with large reserve buoyancy tends to right itself, easily and quickly, while a boat that has low reserve buoyancy tends to come upright very slowly or not at all.
Center of buoyancy is the point where all the forces upward from the water are acting. It is essentially the center of the underwater volume of the boat.
Normally, under static conditions, if you draw a vertical line upward from the center of buoyancy it will pass through the center of gravity. At rest with no heel, the center of gravity should be directly in line vertically with the center of buoyancy.
A metacenter is an imaginary point at some height above the CB and CG of the boat. If you imagine the boat as pendulum swinging from a line, the point it is swinging from would be the metacenter. Or; if you draw an imaginary line vertically through the center of buoyancy and the center of gravity, then lean the boat a few degrees and again draw an imaginary vertical line through the center of buoyancy, the point at which these two imaginary lines meet above the boat is the metacenter (M). As the boat heels, the shape of the immersed portion of the boat changes, and the center of buoyancy moves outboard. The center of buoyancy is no longer under the center of gravity, and the center of gravity should be inboard of the center of buoyancy tending to right the boat.
CB
If you measure the distance the CB moves outboard, and subtract the distance the CG moves outboard, the difference is the righting arm. The longer the righting arm the higher the righting moment, or the force pushing the boat upright. If the CG is farther outboard than the CB and the difference is negative the boat rolls over.
The height of this point above the center of gravity is GM, the metacentric height. If you compare the length of GM to the distance between the center of buoyancy and the center of gravity, and the GM is a lot longer, then you have a stiff stable boat that easily stays up right. As GM gets shorter the boat rolls more easily. If GM is negative, that is, below the center of gravity then the boat is unstable and leans to one side or the other. The side it leans to depends on the weight distribution on the boat. The ideal is to have a boat that has a gentle roll but only goes so far, maybe 30 degrees at the most and rights itself.
As a boat leans over the shape of the part of the boat underwater changes, and if the boat has flare, that is, the side leans outward at an angle, it again becomes more stable, because the center of buoyancy moves outward towards the way the boat is leaning. But the center of gravity of the boat doesn’t (If there are no people in the boat, or the people don’t move). GM changes and becomes positive and the boat becomes stable, but is stable leaning to one side.
As illustrated in the above diagram, as the boat heels the Center of Buoyancy , CB, moves outboard to CB1 and then CB2, The righting moment, that is the force tending to right the boat increases.
This is what is called reserve buoyancy, the ability of a boat to gain stability as it leans over and has more resistance to leaning farther.
The flaw in the boats that heel sitting at the dock is that in normal conditions GM is near zero or slightly negative and there is no righting moment Adding weight causes the boat to sit a little deeper and moves the center of buoyancy slightly upward and the center of gravity slightly downward and makes GM a little more positive, if you add the weight low in the boat about the same height as the designed center of gravity, or put so much weight in that the CG moves below the CB. If you put it higher than the existing CG it can have negative effects, actually making GM shorter and causing the boat to list more.
This gets worse when a person steps on board. The center of gravity of the human body varies from person to person but on an adult standing up is generally somewhere in the midsection of their body, about 3 feet above the deck they are standing on. By adding the body’s weight to the boat you significantly raise the center of gravity of the boat, and slightly raise the center of buoyancy, reducing the GM and maybe even making it more negative causing the boat to heel even more, Until it heels to a point where the center of buoyancy shifts farther outboard than the CG and the boat starts to gain righting moment; the tendency to right itself. This assumes the person is standing on the center line and doesn’t move. If they move toward the low side, the CG moves that way too and the boat leans more (sounds obvious and it is) and the CB shifts outboard as well. However, if the CG shifts more outboard than the CB then the boat rolls over.
The real solution is to change the design of the boat. Give it less of a vee, make it wider at the waterline, and move things in the boat so the CG is lower but CB is the same. But how do you fix an existing boat? The best solution is not to add weight. The best solution is to move things around in the boat so that the weight is distributed in a way to lower the center of gravity. It doesn’t necessarily have to be below the center of buoyancy but by moving it closer to the center of buoyancy you increase the GM. Another solution is to actually remove weight that is high in the boat, lowering the CG
A builder should also not forget what happens as tanks empty. If you start out with 50 gallons of fuel you have 300 lbs in the boat. But if by the time you return you are down to 1/3 of a tank (following the 1/3 rule, 1/3 to go out, 1/3 to get back, 1/3 reserve or emergency fuel), then you have only 100 pounds of fuel in the boat and the center of gravity has moved up, the center of buoyancy has moved down, and the GM is shorter. So the boat is lighter and less stable. That is why stability calculations are done with tanks empty.
A good way to remember this is if you add weight the CG moves in the direction of the added weight and the CB moves up. So if you put the weight low, to lower the CG then the meta centric height is less and the boat is less stable.
If you subtract weight the CG moves away from where the weights were taken So if the weights were taken from up high the CG moves down and the CB moves down. (less weight,. less immersed hull, less buoyancy, lower CB.). This may increase the GM.
However, one additional problem exists. With a deep vee boat you also have to consider where the waterline is when the boat is at rest. If it is above the chine, and as you reduce weight does not go below the chine, then this will not cause a stability problem because the width of the boat at the waterline is not significantly reduced.. However, if the waterline is at or below the chine, as you reduce weight the width of the boat decreases rapidly. That reduction in beam also reduces the righting moment, decreasing the ability of the boat to right itself.
TIPS FOR BOATBUILDERS
The best thing to do is hire a naval architect or small craft designer to do a weight and stability analysis. They can tell you if there is going to be a problem and how to fix it.
Keep heavy weights low. Such things as tanks, batteries, engines, all should be as low in the boat as possible. One favored place for tanks on center console boats is under the center console. This significantly raises the CG of the tank. Get it out of there and put it under the motor well or under the deck. Or split it into two tanks and put one on each side of the boat to lower and distribute the weight evenly.
If you add equipment to a boat, think about where you are putting it. Ask yourself what effect it will have on stability. Things like pedestal seats will significantly raise the CG when someone sits in the chair.
For existing boats that have a problem, don’t add weights to correct a list. This is not a good solution. Move things around. Move the batteries to the opposite side or move the fuel tank. If the boat is a side console, try moving the console to the center, or to the opposite side. Adding hollow lifting strakes along the chine might add more buoyancy by widening the boat at the waterline. If this is a long shaft outboard, try lowering the transom and switching to a short shaft to significantly lower the CG and reduce weight. Think about the problem and try to find solutions that do not add weight , but that shift the CG downward without raising the Center of Buoyancy. On larger boats with cabins there are many ways that the weight can be reduced up high or things that can be moved to shift weight to a lower position.
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