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Lesson 4 of 13 · Module 2 — Finding your way

Bearings and the compass

The 360 degree system, true and magnetic, the steering and hand-bearing compasses, two and three bearing fixes, transits, and a quick check when the plotter and your eyes disagree.

Day Skipper20 minVideo · Notes · Interactive · Exercises
0:00 / 3:44Chapter 1 of 9: Bearings and the compass
Transcript
  1. A bearing is simply a direction, measured from north. With a compass and a few bearings you can check where you are without any screen at all. This lesson covers the compass, true and magnetic north, the hand-bearing compass, fixes and transits. And it ends with a quick check for when the plotter and your eyes disagree.

  2. Directions are measured in degrees, clockwise from north, all the way round to three hundred and sixty. East is 090°, south is 180° and west is 270°. Always use three figures, so north-east is 045°, never forty-five. Say each figure on its own, the same way on deck and on the radio. The opposite direction, called the reciprocal, is always one hundred and eighty degrees away.

  3. The chart is drawn to true north, the direction of the North Pole. A compass points to magnetic north, which is in a slightly different place. The difference is called variation, and it is printed in the middle of the compass rose on the chart. Across the Mediterranean it is only a few degrees east, so many skippers barely notice it. In the British Virgin Islands it is more than ten degrees west, which is far too much to ignore. On the Kerran practice chart it is three degrees west, and that is the figure this course uses.

  4. The steering compass sits in front of the helm. Its card keeps pointing north while the boat turns around it. The mark on the bowl, called the lubber line, shows the heading the boat is on. Iron and electronics close by can pull it a degree or two, which is called deviation, and on a charter you can usually ignore it.

  5. A hand-bearing compass is a small compass you hold up to your eye. Stand clear of the steering compass, the engine and the speakers, and brace yourself against the boat. Point it at a charted landmark, wait for the card to settle, and read the figure. Note it straight away, with the time. Here the church spire reads 336°M.

  6. Convert the reading to true before it goes on the chart. Variation west, magnetic best, so take three off: 336°M is 333°T. Now draw that line on the chart, through the spire and back out to sea. You are somewhere on that line, but one line cannot say where.

  7. Take a second bearing, of something well round to one side, and draw that line too. Where the two lines cross is your fix. A third bearing is the check, because three good lines meet in a small triangle, called a cocked hat. Choose objects spread well apart, ideally sixty to ninety degrees, not nearly in line. If the triangle is large, one of the bearings is wrong, so check which landmark you really used.

  8. When two charted objects line up, one behind the other, they are in transit. You are then exactly on the line through them, with no compass needed at all. Here the church spire comes into line with the radio mast. Harbours often build one on purpose, with two leading lights, and Lesson 8 uses them to bring you in.

  9. Sometimes the plotter puts you where your eyes say you cannot be. Make a quick check. Pick a landmark you are sure of, and read its bearing from the plotter position. Then take its real bearing with the hand-bearing compass. If the two differ by more than a few degrees, slow down, watch the depth and trust what you can see until you know why.

In this lesson you will learn

  • Read and write bearings in three figures, and work out a reciprocal
  • Convert between true and magnetic using the variation on the chart's compass rose
  • Take a bearing with the hand-bearing compass and fix your position from two or three of them
  • Use transits, and check the plotter against your eyes when they disagree

Directions in degrees

A bearing is a direction, measured in degrees clockwise from north, from 000° all the way round to 359°. East is 090°, south is 180° and west is 270°. On a charter you use bearings for three things: to say where something is (“the harbour entrance bears 045°”), to check where you are, and to stay clear of danger on the way into a harbour (Lesson 8).

  • Always three figures. North-east is 045°, never 45°. Every bearing then has the same shape, so a slip stands out, and nobody mistakes it for a speed or a depth.
  • Say each figure. “Zero four five”, not “forty-five”, whether you are calling it to the helm or on the radio.
  • The reciprocal is the opposite direction: add 180° if the bearing is under 180°, otherwise take 180° off. If a lighthouse bears 045° from you, you bear 225° from it.

reciprocal = bearing ± 180°

Add 180 if the bearing is under 180°; take 180 off if it is 180° or more.

InteractiveTurn the compass rose

Drag the pointer, or use the slider and buttons, to set a direction. Watch the three-figure bearing, the nearest compass point and the reciprocal. Then try the challenges.

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Drag anywhere on the rose · solid = your direction · dashed = reciprocal

Bearing

045°T

Point

NE

045°

Reciprocal

225°T

Exactly north-east.

Ready? Set the rose to a bearing, a compass point or a reciprocal.

True north and magnetic north

The chart is drawn to true north, the direction of the geographic North Pole: straight up the chart, along the meridians. A compass points to magnetic north, which is somewhere else and moves slowly over the years. The angle between the two at your position is the variation. It is printed in the middle of the compass rose on the chart, with the year it applies to and how much it changes each year; the pilot book and the plotter usually give it too.

Where you charterVariation (roughly)What it means
Mediterranean: Croatia, Greece, Turkey, Sardinia, Sicily, Corsica, Mallorca, MontenegroA few degrees eastSmall. A quick check by eye barely notices it, but convert anything you plot or steer for long.
British Virgin IslandsMore than ten degrees westFar too big to ignore: a bearing left unconverted points you well off.
Seychelles, PhuketSmallCheck the rose on your chart: it is the only figure that counts.
Isle of Kerran (practice chart)3°W (2°44'W for the course year, rounded)The figure every exercise in this course uses.

To convert, remember which figure is bigger. With westerly variation the magnetic figure is the bigger one: variation west, magnetic best. With easterly variation it is the smaller one: variation east, magnetic least.

Compass to chart (magnetic to true)Chart to compass (true to magnetic)
Variation westTake the variation offAdd the variation
Variation eastAdd the variationTake the variation off

Worked example

Two conversions

  1. 1On the Kerran practice chart, 3°W: the hand-bearing compass reads 336°M. West, magnetic best, so take 3° off: 333°T.
  2. 2On a Greek charter, suppose the rose gives 4°E: the pilot book says to approach a harbour on 010°T. East, magnetic least, so take 4° off for the compass: 006°M.

Ask “which figure should be bigger?” every time, and the sign looks after itself.

InteractiveCompass to chart

Pick a variation (or slide your own) and a compass reading, and see the true bearing you would plot.

120°M → 117°Ttake off 3° to go from the compass to the chart

Variation west, magnetic best: the compass figure is the bigger one, so take 3° off to get true. Going the other way, chart to compass, add 3°. At this size, a quick glance at the hand-bearing compass is barely affected, but convert anything you plot.

The steering compass

The steering compass stands in front of the wheel. Its card is a magnet with a scale on it, and it keeps pointing to magnetic north while the boat turns around it. The lubber line, a mark on the front of the bowl, lines up with the bow, so the figure against it is your heading, in degrees magnetic.

Steel, the engine, speakers and electronics close to the compass can pull it a degree or two off; that error is called deviation. A charter yacht's compass is usually well placed, and for charter navigation you can ignore it. Never leave a phone, a winch handle or a handheld radio beside the compass, though: those can pull it a long way.

The hand-bearing compass

A hand-bearing compass is a small compass with a sight, held up to the eye. You look at a landmark through it and read its bearing straight off the card. Most charter yachts carry one, often forgotten in the chart table drawer. To take a bearing:

  1. Choose a charted landmark you are sure of: a lighthouse, a church tower, a headland, a radio mast. Avoid buoys for anything important; they swing round their moorings.
  2. Stand clear of the steering compass, the engine, the speakers and your own phone, and brace yourself against the boat.
  3. Hold it level at eye height, put the landmark on the lubber line, and wait for the card to stop swinging.
  4. Read it and write it down at once, with the time. Then convert it to true before it goes on the chart.

Worked example

A bearing of the church spire at 1015

  1. 1South-east of Port Kerran, the hand-bearing compass on the church spire reads 336°M.
  2. 2Variation 3°W, magnetic best: 336 − 3 = 333°T.
  3. 3On the chart, the line runs through the spire and back out towards you, on the reciprocal: 153°T from the spire.

You are somewhere on the 1015 position line, 333°T to the spire.

One bearing: a position line

A single bearing gives a position line: you are somewhere along it, but it cannot say where. That is still useful: if the line passes clear of every danger, you know you are safe along it, and Lesson 8 turns this into a clearing bearing. Try it below: you are hidden somewhere on the practice chart.

InteractiveTake a bearing

Choose a landmark you can see, take its bearing, convert it to true and draw the line. Take a second one to see where the lines cross, then reveal where the boat really is.

Position 1 of 6: you are somewhere north-west of Kerran Head.

Landmarks

Card not yet read

1. Choose a landmark you can see. Greyed-out ones are hidden behind the island or too far away to use.

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Use + / − to zoom, and drag to move around the chart.

Two or three bearings: a fix

Take bearings of two landmarks well round from each other and draw both lines: where they cross is your fix. Two lines always cross somewhere, even if one is wrong, so a third bearing is the check. Three good lines meet in a small triangle called a cocked hat; the fix is its middle, marked on the chart with a circle and the time.

  • Spread them out. Two lines should cross at 60° to 90°; three should be roughly 60° apart (or 120°). Lines that cross at a shallow angle let a small error slide the fix a long way.
  • Near before far. A one-degree error moves the line about a sixtieth of the distance: 30 metres at one mile, nearly 200 metres at six.
  • Beam last. Take the object nearest the bow or stern first; the one on the beam changes bearing fastest, so take it last.
  • A big hat means a mistake. Usually a misidentified landmark or a misread figure. Retake the bearings; until then, assume you are at the corner nearest danger.

Worked example

A three-bearing fix at 1015

  1. 1Hand-bearing compass: Mew Rock beacon 285°M, the church spire 351°M, Gull Point lighthouse 041°M.
  2. 2Take 3° off each: 282°T, 348°T, 038°T.
  3. 3Draw each line through its object. The smallest angle between them is 50°, a well-spread set.
  4. 4The lines meet in a cocked hat 1.2 cables across. Mark its middle with the time.

Fix 1015: 49°43.4'N 004°10.6'W, south of Port Kerran.

InteractiveBuild a fix

The boat is hidden somewhere on the chart. Choose three objects, convert each compass bearing to true and plot it, then compare a well-spread set with a bunched one.

Position 1 · time 1015 · the boat is hidden somewhere on this chart.

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1. Choose three objects (0/3) — each shows its hand-bearing compass reading

Transits: two objects in line

When two charted objects appear exactly one behind the other, they are in transit, and you are on the straight line through them. A transit needs no compass, so it has no variation, deviation or reading error: it is the most accurate position line you can get. Any two fixed, charted things will do: a lighthouse and a hilltop, a church and a mast, the edge of one headland against another.

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The church spire in line with the radio mast: 333°T, seen from south-south-east of the island.

Harbours build transits on purpose: two leading marks or leading lights, the rear one higher, that line up along the safe way in. Lesson 8 uses the Port Kerran leading lights to bring you into the harbour. A transit is also the quickest check of the steering compass: steer along one and compare the compass with the charted bearing, converted to magnetic.

When the plotter and your eyes disagree

Now and then the plotter shows the boat where your eyes say it cannot be: a headland on the wrong side, a buoy where the screen has none, the boat drawn on land. The screen is usually right about the GPS position, but the chart under it may be old or badly surveyed, the display may have frozen after losing its signal, or you may be zoomed in far beyond the chart's real detail. A quick bearing tells you which to trust.

  1. Pick a landmark you are sure of, close and well charted.
  2. Ask the plotter what its bearing should be: put the cursor on it, or read it off the chart from the plotter's position, and convert to magnetic if the plotter shows true.
  3. Take the real bearing with the hand-bearing compass.
  4. Compare. Within a few degrees: carry on. More than that: slow down, watch the depth, keep clear of anything close and navigate by what you can see until you know why.

InteractiveCheck the plotter

In each situation, see what the plotter predicts, take the real bearing and decide whether to trust the screen. Then reveal where the boat really is.

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Green dot: where the plotter says you are. Dashed: the bearing it predicts. Orange: the bearing you actually take.

You are motoring south-east of Port Kerran. The coast does not look quite like the screen, so you check.

1. Ask the plotter. From its position, the church spire bears 334°T, which is 337°M on the hand-bearing compass (variation 3°W).

Card not yet read

The plotter is one witness. One bearing of a landmark you can see is another. When they disagree, slow down until they agree.

The Isle of Kerran is fictional and its chart is for practice only. Variation on real charts differs from place to place and year to year: always use the compass rose on the chart of your own cruising area.

Key terms

Bearing
A direction measured clockwise from north, written in three figures, such as 045°.
Reciprocal
The opposite direction: the bearing plus or minus 180°.
True north
The direction of the geographic North Pole; straight up the chart.
Magnetic north
The direction a compass points.
Variation
The angle between true and magnetic north, printed on the chart's compass rose.
Lubber line
The mark on a compass that lines up with the bow (or the sight), against which you read the heading or bearing.
Deviation
A compass error caused by the boat's own steel and electronics; small enough to ignore on most charter yachts.
Position line
A line on the chart that you know you are somewhere on, such as one bearing of a landmark.
Cocked hat
The small triangle three position lines make; the fix is its middle.
Transit
Two charted objects in line, giving a position line with no compass error.

Exercises

Check your understanding. You get a second try at each question, then the worked answer. Score 70% or more to complete the lesson; your progress is saved in this browser.

1
How is due east written as a bearing?
2
From your boat, a lighthouse bears 070°T. What is the bearing of your boat from the lighthouse?
°T
3
Where do you find the variation for your cruising area?
4
On the Kerran practice chart variation is 3°W. The hand-bearing compass gives a bearing of the old tower: 128°M. What true bearing do you plot?
°T
5
Suppose the compass rose of your Mediterranean chart gives a variation of 5°E. The hand-bearing compass reads 100°M. What true bearing goes on the chart?
°T
6
Where should you stand to take a bearing with the hand-bearing compass?
7
You take one bearing of a church spire and plot it. What does it tell you?
8
North-west of Kerran Head you take three bearings and convert them to true: the radio mast 083°T, Kerran Head light 143°T, West Ledge buoy 196°T. Draw the three lines with the plotter, then tap the fix on the chart below.

Your plotter

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  • Radio mast
  • Kerran Head light
  • West Ledge buoy

Type each bearing in °T and press Draw. Then tap the middle of your cocked hat on the chart below.

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Tap the chart to plot a positionZoom with + / −, drag to pan
9
Which pair of bearings gives the most reliable two-bearing fix?
10
Your three position lines make a large cocked hat. What is the most likely reason, and what do you do?
11
Two charted objects line up, one exactly behind the other. What does that tell you?
12
The plotter says Kerran Head light should bear 336°M. Your hand-bearing compass gives 343°M. What do you do?

0 of 12 answered · 0 correct

Bearing practice

Four fresh questions each time: a reciprocal, compass to true, chart to compass, and the angle between two position lines.