I respect you for raising and grappling with this important topic, Wardi, but I'm still inclined to dissent on some of your points...
Originally posted by Wardi
I have purposely, right from the outset of this discussion tried to separate the effects of misbalance due to shifts in CLP and CE longitudinally and laterally, directional instability and that purely due to the intrinsic shape of the hull itself which I refer to as hull balance.
I recognise that a turning moment due to assymetric heeled waterlines can be distinguished from a shift in center of pressure due to a change in trim as the boat heels, but both are "purely due to the intrinsic shape of the hull itself" (assuming we are considering change in trim due to change in heel alone). [stipulation: by waterlines I mean all heeled waterlines from the water's surface to the lowest point of the hull, i.e. the hull's entire heeled underwater shape.]
Originally posted by Wardi
Typically most boats are designed with no trim or a very slight bow down trim when heeled. Your photos confirm this. This is why I have said it does not have a great practical influence.
If trim is measured at centerline I think the photo DOES show bow down trim. Consider how much the rudder has been lifted. I contend there is variation in how much boats trim as they heel, and that this IS significant.
Originally posted by Wardi
In order to separate out any effect of the CE, then remove the sails, heel the boat and see what happens. OK, so you cannot build a model so easily and quickly, but I would like to ask if any of you have actually rowed a simple skiff shaped dinghy, stopped rowing and then heeled it over while it is still moving. The effect is dramatic! In fact you can easily steer a dinghy simply by moving your weight from side to side!
Yes, and this is due to an assymetric heeled shape. It is not necessarily due to a transom.... it can occur with a double-ender as well.
By the way, I have also had the experience of paddling a canoe in a very stiff crosswind, and I can attest that the effect of fore-and-aft trim is VERY significant!
Originally posted by Wardi
In the case of the chined hull example Stephen has raised, then I am sure you will have significant weather helm despite the symmetrical waterlines.
I'm afraid I find this empty assertion unconvincing. Why are you sure you'd have weather helm?
Originally posted by Wardi
I do not see the difference between a hull which is moving to windward and one turning to windward as discussed by Henrik B. In both cases, you get a turning moment to windward which needs to be countered by applying a load to the rudder to keep the boat on course, or trimming the sails to move the centre of effort forward to maintain balance, usually it is better to compromise and do a bit of both.
What Henrik is asserting is that a boat with heeled waterlines not parallel to the centerline will make less leeway, or none, or even creep to windward of its compass course. I think he's right only if it has a gybing daggarboard, bilgeboards with toe-in, a trimtab on the keel, or some other method of adjusting the keel's angle of incidence to match or compliment that of the heeled hull. But regardless, this IS ENTIRELY DIFFERENT from a turning moment. The rudder angle required to maintain a strait heading should be the same relative to the waterline, though it may be different relative to the centerline.
Originally posted by Wardi
These days it is common to design with a large balanced rudder well aft, which works well to mask the effect of weather helm, but this does not get rid of the problem, you just cannot feel it.
I contend that keeping the CP of the entirety of the underbody, including keel and rudder, aft is a good thing for directional strability. Even on a perfectly balanced hull I believe a large rudder has merit. The keel area can be reduced to compensate in some cases. The intention is not to mask, it's to control.
Originally posted by Wardi
What I am asking you to consider is a hull which requires no such adjustments as it heels.
I'm happy to consider that, but not to exclude other important considerations.
Originally posted by Wardi
A canoe shaped underbody does go close to being balanced.
Flat-bottomed canoes exhibit a turning moment when heeled in my experience. Doug Peterson's early IOR designs, particularly Ganbare and its decendents, were quite symetrical fore-and-aft. While they went to windward better than their competitors, these IOR types are now widely criticised for their poor overall handling characteristics.
Funny.... if a canoe-like planform is what you advocate I'd have thought the trim issue, not the heeled waterlines issue, would be your focus in support of your position.