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Discussion Starter #1 (Edited)
**Witty crap moved down below the list...

What it is: (Painkiller)
The Supa-Shakedown is that test cruise you take AFTER you've spent waaayyyy too much time and waayyyy too much money to fix absolutely EVERY ITEM your professional surveyor, rig surveyor, diesel mechanic, electrician, plumber, wife, girlfriend, kids, and ****zu found wrong with your boat. Plus all the additional stuff you yourself found wrong over time in working on or sailing on your boat - or screwing it up while trying to fix it yourself.

In other words, THIS IS NOT THE LIST OF HOW TO PREP FOR YOUR CRUISE! This is a list of the things to look for and test in the shakedown AFTER you've completely prepped EVERY conceivable thing on your boat from chainplates to seacocks to fuel tanks to stuffing boxes to rebedded ports to EPIRBS. That stuff is NOT what you want to be DOING on your shakedown. It's what you want to be testing.

That said, you probably don't want to venture too far from shore on the Supa-Shakedown. If for some insane reason you do decide to start that shakedown 4 days from landfall, that's when you'll realize that the nifty duct-tape-and-steel-wool heat exchanger you designed will not work quite as expected and you'll be screwed. And no, you can't use the ****zu at that point.

Finally, remember that the shakedown is a test of boat AND crew! Test yourself and those with you.

This quote from GeorgeB kind of sums it up:

"We were told that the Hawaii trip would be the equivalent of ten years of hard racing in Northern California without the ability to refit or repair so we were advised to fix/replace anything that showed the slightest sign of degradation."

So, with the help of the denizens of SiNcity. Here's what you do...

(*Note: This list assumes you kinda know how to sail and at least know something about sailboats. It is not intended to fix stupid. That's on you.)

General Items:
1. Take the boat out in a blow and push it hard, sail and power. See what breaks. (Flybyknight). It may be hard to do this in your area, especially in a single trip, but if you can do the following, the boat is ready for over 98% of the conditions you will experience while cruising:
a.) A minumum 30 miles dead to weather in the open ocean with winds 20 knots or more. That will find the leaks far better than a hose, and will give you a chance to sort out seasick meds, reefing systems, motor cooling, tankage/vent leaks, and velocity made good under various sail/motor combinations. It would be best to beat all night long, but then the admiral would probably mutiny.... (donradclife)
b.) Reaching or running in winds over 30 knot and seas to match, to test the autopilot and sailplan for those conditions. (donradclife)

2. A minimum passage of 2 full nights, which will let you check out the electrical system, night lighting, navigation, weather forecasting, communications, crew fatigue, AIS/radar/visual traffic avoidance, and a whole host of other critical factors. (donradclife)
a.) This is very important, and it is critical that you do the shakedown with the crew that you will be with. That is the time to find out how personalities (including yours) can cope with with stress, fatigue and the inevitable breakdown of all those new fancy systems you installed.

3. Think "upside down" ie: what happens to everything on your vessel if it is turned upside down. Go over everything and put it to that test. Batteries, engine, lockers, cuttlery in the galley, the dingy on davits, etc. you get the idea. (midnightsailor)

4. Make your partner handle the boat - without you! Make the ****zu take a 3 am watch - see if she has what it takes. (mawm)

5. Anchor out for at least 5 nights, to test anchoring systems/technique, electrical draw, refrigeration/cooking, heaters or cooling fans, bunks, etc.

General Boat Integrity:
1. “Hose tests” (high pressure) on all the hatches as well as a “bucket test” on the engine access hatch. (GeorgeB)

2. Some kinds of tests have diminishing returns -- if you make a major change, there is also the risk that the change itself will introduce new problems. Even minor tests require thinking through the process. For example, a test of the inflatable PFD will use it; you then have to put in a new CO2 cartridge. You can't test the new one without using it up. So make sure you understand how to install the new one right. (Tweitz)

3. Would also add to the preflight checklist consideration of jerry cans. If you plan to use them, either for fuel or water, try out the installation first. Make sure they are really secure and not in the way of something vital. And you know how you will be able to use them in adverse circumstances. (Tweitz)

Crew:
1. Shakedown the crew. They should be able to do most, if not all, the same stuff you can. (Valiente)

2. Test the various types of sea sickness pills to see which one works the best on each person in the crew.

3. All helmsmen do two successful COB pickups under sail (one from windward and the other from a spinnaker run). (GeorgeB)

4. If water is warm enough and conditions favorable enough, safely practice pulling a COB out of the water and on board with whatever rig you have set up for rescue (life sling, etc.). Get really good at it and remember that it will be much harder in the kinds of conditions you'll most like face in an actual COB situation.

5. You should make sure everyone knows where the PFDs are, how they are fitted, how they work (especially if inflatable), how they fit, and are they comfortable enough to wear. (Tweitz)

Rigging:
1. Check your chainplates, shrouds, stays, everything for integrity. Is stuff moving around? Seeing cracks? Seeing leaks?

2. THE WORD FROM THE MAN (KNOTHEAD): When the Shi# hits the fan, it's whether or not you can keep a cool head and whether or not you can suck it up and figure out a way to jury rig a rudder. Or repair a gooseneck fitting with a bunch of spare crap that you find in long forgotten cupboards. The very nature of an emergency is the the fact that often you aren't prepared for it. My best advice is that one should be adventurous. One should be prudent. One should be realistic. But most importantly, one should be responsible. That doesn't mean that one shouldn't be willing to take chances or to push the envelope. It just means that one should always be prepared to take responsibility for one's choices and decisions. No excuses, no whining or bitching and no blaming anybody else for one's own shortcomings. And for what it's worth, people would be amazed at what one can accomplish with a hacksaw and a whole lot of adrenalin.

3. After you change the standing rigging, it needs a stress test to make sure the new installation was done right. (Tweitz)

Sails:
1. Change your sails, preferably in a blow. Reef and shake out the main. Swap out your headsail - or furl/unfurl it like a madman. How hard is that going to be when it counts? (scottyt)

2. Fly every sail in your inventory. While they are up inspect each carefully and consider likely chafe/failure points. (raindog)

Engine:
1. Bleed your engine - at sea! - rough sea. (mawm)

Steerage:
1. Can you find your emergency tiller? Use it? (eryka)

2. Deploy the emergency tiller and the emergency rudder in under 5 minutes and execute a 360 turn in under two minutes. (GeorgeB)

Electrical:
1. Measure all electrical loads and constructed an energy management plan to forecast recharging schedules. (GeorgeB)

Plumbing:
1. Get a bucket and fill your bilges. How quickly does the pump(s) empty your boat. (Some said to open a seacock for the test - that seems a little sketchy to me - thoughts?)

2. How fast can you get a handle onto the manual bilge pump? What other backup plans do you have for pumping out your boat? (patrickrea)

3. Fill cockpit with water and see how long it takes to empty through existing drains. (mawma)

Electronics:

Communications:
1. A 400NM and 700NM test of the SSB and also tested the Sailmail connection by downloading GRIB files. (GeorgeB)

Safety:
1. Test your jack lines, harness and pad eyes. Really test them. If you're in a blow, that'll do it. If not, pretend you're completely hammered and stagger all over the place. (Flybyknight)

2. Is your safety equipment readily available or is it buried under sail bags luggage and other junk that you've just loaded onto the boat? (Boasun)

3. Simulate a life raft deployment in under 90 seconds (especially if the raft is inside the cabin). (GeorgeB)

4. Deploy your drogue/chute device, storm jib (on a removable inner forestay) and a storm trysail. Ideally do this in enough wind to feel the difference. (GeorgeB)

Booze:
1. Check the cooler! Does it keep the ice icy? To push its limits, PACK it with various proportions of booze to ice (including beer, margaritas, or if you're Sway, pina colada mixers) until you are confident that you can keep everything humming for a 7-10 day passage. (TheFrog)
 

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Francophobe
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Cooler - got to have cold beverages. Shakedown involves your choice of challenges, best performed in hot tropical weather, in appropriate anchorage for at least one week. Can involve chilling beer from room temperature or alternatively providing enough ice to produce cold margaritas as needed....:laugher
 

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Standing Rigging, Life Lines AND backing Plates.
Just get new; and make sure your cold roll steel backing plates have not turned to powder.

Have your sails inspected by a respectable loft.

Jack lines, harness and pad eyes.

Fuel tanks; remove, send out to be steam cleaned inside.

Thru hulls and hoses; well you get the drift.

Dick
 

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all running rigging and standing rigging checked
-a spare halyard either on the mast or rolled with the ability to install it
-either a piece of steel cable or synthetic rigging to replace a lost shroud or stay and the tools needed to replace it
-spare line for mainsheet or foresail sheet ( maybe some blocks if the main sheet blocks go )
 

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Discussion Starter #6
Good input guys. But is this stuff that you inspect/have inspected BEFORE the shakedown? In other words, let's say you've had a thorough survey and everything seemed to check out and/or you fixed what as found lacking.

Now...when you go out for the shakedown - what are you looking at to CONFIRM that the rigging, etc. is solid? And what are you doing to check that after you've cleaned out the fuel tanks, everything is rock solid with the fuel system and engine?

I'm trying to separate the stuff you'd do in a survey from what you'd do on the shakedown. Make sense?
 

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OK, Take it out in a blow and push it hard, sail and power,
then
Open a sea **** and see how your bilge pump handles the flood,
then
Practice positioning a flap over the leak,
then
Change sails; all this and above in a blow
then
Say your batteries are dead, can you hand crank to start your engine.
then
Navigate home w/o electronics.
Dick
 

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I can't remember which author/sailor made a big point of this...perhaps Henderson? Anyway, the point is to think "upside down" ie: what happens to everything on your vessel if it is turned upside down. Go over evrything and put it to that test. Batteries, engine, lockers, cuttlery in the galley, the dingy on davits, etc. you get the idea. This is sure agood place to start I think.
 

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Discussion Starter #9
Good one midnight.

Keep 'em coming. I've added some categories. What needs to be added/combined/whatever?
 

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Safety equipment: Is it readily available or is it buried under sail bags luggage and other junk that seems to gather on the boat.
Spare parts for your vessel... Are they really for your boat or for the last boat you've owned??
 

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How fast can you get a handle onto the manual bilge pump? How fast could yu cut away the rig? How are you going to repair your drive shaft in 20' breaking seas?

Hopefully I won"t have to figure these out on Lake Ontario but you get my drift.
 

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Smack,
When we did the Pacific Cup last year the boat had to be compliant with the ISAF regulations for Category 1 as well as 36 pages of requirements from the race committee. We had to pass both a survey to get insurance and another comprehensive inspection by the race committee. It took us about a year of boat prep to accomplish compliance and we consulted directly with the boat’s designer, surveyor and sail loft. You can find the requirements on both the USSailing and Pacific Cup websites. We were told that the Hawaii trip would be the equivalent of ten years of hard racing in Northern California without the ability to refit or repair so we were advised to fix/replace anything that showed the slightest sign of degradiation. And they were right; we wore out an amazing amount of gear during those twelve days of racing. <O:p
 

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BTW - 'Think Inverted' comes from John Vigor

Test the following:-
1 Try cutting through standing rigging - use your bolt cutters, hacksaw, etc.

2 How much can you pump - test bilge pumps in a boat filling with water.

3 Fill cockpit with water and see how long it takes to empty through existing drains

4 Bleed your engine - at sea! - rough sea.

5 Hoist your storm sails - in rough conditions, and deploy your drag device.

6 Make your partner handle the boat - without you!

7 How are you going to patch a hole? - a big one? Cushions on the inside, sail on the outside? - try it! (on an intact hull I hope)

8 Read 'Survive the Savage Sea' by Dougal Robertson - can you survive? Now repack your life raft and grab bag with things you need to survive.
 

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Hey, Smack.

I think the purpose of the shakedown is not to prepare the boat, but to test the already-prepared boat. You know, exercise it a bit and see what shakes loose. However, my far-ranging cruising experience is pretty meager, so take my opinion with a grain of salt. :D

During the shakedown, I would reef the sails down to every set of reef points to test it all out. But then again, you should've done THAT before leaving too.
 

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Are you sure you want to do that? I'm thinking that might hasten the event you're trying to avoid.
I think a good time to do this would be when you are getting new rigging anyway! Certainly not out for a nice leisurely sail and say "hey lets see if we can cut the rigging.."
 

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You can usually find old rigging around a club.

I would say you need to shakedown the crew as well. My wife just did an aborted delivery on which half the critical gear on the boat broke, including the main boom and the propshaft. She and I have discussed a number of events that took place, and let's just say she's now at peace with the concept of constant vigilance being the handmaiden of regularly scheduled and fairly rigorous maintenance. The stuff that breaks between sheltered anchorages in lagoons is NOT the stuff that breaks when you are crossing the Gulf Stream. Also, a liveaboard is going to perhaps need a major overhaul in a time period less than 11 years.
 

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Are you sure you want to do that? I'm thinking that might hasten the event you're trying to avoid.
Not your own - the boat next to you is usually the easiest to practice on!:rolleyes:

This is to test your bolt cutters - they don't always work too well, and to show you how hard it is to use a hacksaw on rigging (and now think big waves, sea sickness, cold, fear - get the picture?).
 

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Discussion Starter #19
Cool! The list is growing - and I'm learning stuff.

Keep it coming. And somebody get Knothead over here so he can help us out with the rigging part!
 

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Cool list idea!

Can you find your emergency tiller? Use it?
 
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