At some point when you get serious about sail trim, whether for racing or just high performance cruising, you’re going to want an adjustable backstay. Most C-22s and similar daysailers were rigged at the factory with fixed length backstays that are only slightly adjustable with a turnbuckle. They’re not intended for adjusting to different wind conditions. You set it and forget it.
Consequently, you only have one setting for mast bend and headstay tension. That’s fine for casual cruising. Set it for the conditions that you usually sail in and it will usually be close. But an adjustable backstay gives you a range of trim positions to optimize the mainsail and headsail shape for any conditions, which are what you can encounter when racing or when you’re no longer just a fair weather skipper.
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In other rigging posts on this site, I’ve described how to add DIY controls for each of the three sides of a mainsail:
- Luff – Control Mainsail Draft with a Boom Downhaul
- Leech – Control Your Mainsail Shape Better With a Boom Vang
- Foot – Flatten Your Mainsail Foot with an Outhaul
Each of them secondarily affects the middle or belly of the mainsail a little bit but an adjustable backstay primarily affects it and completes the sail trim picture. Genoa car placement also affects the leech and foot of the headsail and halyard tension also affects the luff. An adjustable backstay primarily affects the belly of the headsail. The cool thing about an adjustable backstay is that it affects the belly of both sails at the same time. It’s a two-for-one control that improves performance both upwind and downwind.
How an adjustable backstay improves sail shape
Your mainsail might have been designed and built with a slight outward curve in the luff specifically to take advantage of bend in your mast. With a fixed backstay or a loosened adjustable backstay, the mast (and consequently, the luff) is relatively straight. This lets the mainsail form a more rounded shape in its belly when it’s filled with air, which adds power and is just what you want in light air. The extra fabric width in the middle of the sail has to go somewhere, so it fills to leeward.
When you tighten an adjustable backstay, the top of the mast curves slightly aft. This makes it fit the curve in the mainsail luff, which flattens and depowers the mainsail, just what you want in a strong breeze. Even if your mainsail has a straight luff, the effect is the same. The mainsail is more efficient and the boat will heel less. Hence, you might not need to reef the mainsail as early or at all.
Similarly, your headsail was probably designed and built with straight luff but it can take advantage of an adjustable backstay as well. With a fixed backstay or a loosened adjustable backstay, the forestay should be tuned with several inches of sag in it. Like the mainsail, this lets the headsail form a more rounded shape in its belly when it’s filled with air, again, just what you want in light air.
When you tighten an adjustable backstay, since it pulls the masthead slightly aft, it also increases the tension on the headstay and pulls the sag out. Then it is straight and matches the luff, which removes some of the belly of the headsail and flattens it, again, just what you want in a strong breeze. Together with the mainsail, it too becomes more efficient.
Incidentally, a tighter headstay can also make your headsail furler work better. An adjustable backstay can also make trailering easier without the need for a quick release lever on the forestay. It lets you slacken the forestay, which can make disconnecting it to unstep the mast easier, especially if you have a furler. If you need just a little more slack, pull the mast forward by hand with one of the halyards.
The simple animation below illustrates this simultaneous flattening of the mainsail and headsail. An adjustable backstay deepens the middle of both sails a few inches.
Another benefit of an adjustable backstay is that after a day of sailing with a tight backstay in a strong breeze, you can slacken the backstay to let the rig relax and release tension on the hull while your sailboat is moored.
Direct vs. indirect backstays
Adjustable backstay designs fall into two types: direct and indirect. With a direct adjustable backstay, the adjuster (typically a tackle system) is integrated into the backstay. The adjuster directly controls the length of the backstay and bears the full load of the backstay. This is the type of system that I’ll describe how to make in this post.
The advantages of a direct system are that it is simpler and therefore, more economical to make. It’s also more mechanically efficient compared to indirect systems, as I’ll explain in a moment. The disadvantage of a direct system is that if any part of the adjuster breaks, the entire backstay can fail. That’s not likely to happen except under extreme conditions and it can be safeguarded against by adding a safety wire or strap to back up the adjuster in case of failure.
With an indirect adjustable backstay, the adjuster (also typically a tackle system) is not integrated into the backstay and it doesn’t carry the full load of the backstay. The adjuster indirectly controls the length of the backstay, which can function without the adjuster. The advantage of an indirect system is that it is more fail-safe. If the adjuster breaks, the backstay can continue to work, albeit without adjustment ability. The disadvantage of an indirect system is that is more complicated and therefore, more expensive to make and to maintain.
The adjustable backstay that was installed on C-22s at the factory is an indirect system that looks like this;
Tightening the tackle system pulls the center ring down, which pulls the bridle wires together and shortens the overall length of the backstay. Another disadvantage of this design is that the more you tighten the tackle, its mechanical advantage decreases.
The angle of the line through the center fiddle block decreases and the angle of the bridle wires through the wire blocks increases. Both of these effects increase the amount of force required to shorten the backstay. The end result is, it’s easier to adjust at the beginning of the adjustment range and harder to adjust at the end of the adjustment range. It gets hardest in strong winds, right when you need it most. That is why most modern backstays are direct designs.
DIY materials list
Following are the parts and materials you’ll need to make the direct adjustable backstay shown. I used a 5:1 tackle system because that’s what I had on hand but you could substitute a 4:1 tackle (two double blocks, no triple block) instead. It’s important that the breaking load of each part is equal to or greater than the breaking load of the backstay wire. You don’t want the adjuster to be the weakest link.
- Harken #304 1-1/2″ wire block or equivalent
- Harken #94 29mm triple block with cam cleat or equivalent
- Harken #85 29mm double block with becket or equivalent
- 1/2″ x 13 tpi SS eye bolt. The older C-22s used nearly identical eye bolts for the backstay, keel cable attachment, and the chain plate bolts. They’re readily available and inexpensive on eBay. However, the chain plate bolts are not threaded the full length of the bolt to the flange and need spacing washers. The backstay and keel eye bolts are fully threaded, do not need spacing washers, and are preferred for this project.
- 1/2″ SS washers (4-6 required if the eye bolt is not fully threaded)
- 20′ x 1/4″ New England Ropes Sta Set double braid
- 22′ x 1/8″ 1×19 SS wire w/swaged eyes on both ends. This is the main, non-adjustable part of the backstay.
- 10′ x 1/8″ 7×7 SS wire w/swaged eyes on both ends. This is the adjustable part of the backstay. Do NOT use 1×19 wire for this piece, which is not designed for use with wire blocks.
- SS shackles to attach the backstay to the eye bolts
For tips to help you decide whether to make the wire parts of the backstay yourself or to have a rigger make them for you, see How to Replace Your Standing Rigging for Less.
To assemble and install the direct adjustable backstay shown:
1. If your sailboat already has an eye bolt installed in the port side of the transom, skip to step 2. If your sailboat does NOT have an eye bolt already installed in the port side of the transom, continue with this step. If your sailboat is not a Catalina 22, modify these instructions to provide adequate transom reinforcement.
A. Drill a 1/8″ starter hole through the top of the transom 2″ outboard of the traveler bar (6″ from the port side of the tiller cutout). Place the hole in the middle of the transom thickness. There is a 5/16″ thick brass bar embedded by the factory in the top of the transom for this purpose. Drill completely through the bar.
B. Redrill the hole to enlarge it to 3/8″ or 27/64″ (preferable if you have that bit).
C. Chamfer the fiberglass down to the brass bar with a countersink bit or large drill bit.
D. Tap the hole to 1/2″ x 13 tpi. The finished hole should look like this:
2. Test fit the 1/2″ eye bolt in the hole to decide how many washers you need for a tight fit. The tab of the eye bolt when tightened must point toward the cockpit like the picture below.
3. Apply a 1/4″ cone of butyl tape around the bolt and the underside of the lowest washer so that it will fill the countersink in the transom and squeeze out a little.
4. Apply blue thread locker to the eye bolt threads and install the eye bolt snug.
Do not overtighten the bolt or you might strip the brass threads. If you do strip the threads, then you will need to drill the hole out to 1/2″ and add washers and nuts on the inside of the transom, which is very difficult just to see, let alone work on. This is also a possible workaround if your sailboat is not a C-22. In that case, most owners end up cutting access holes in the front of the transom to install the nuts and then cover the holes with access plates or vents. To make matters worse, the back of the transom has a wood core and is thicker, the front of the transom has no core and is thinner. With the eye bolt centered on the transom, the threaded end of the bolt barely clears the core inside the transom. You will have to cut into the core to create clearance for the washers and nuts. To avoid all this, don’t strip the eye bolt threads.
5. Unstep the mast and, if necessary, move it so that you can work on the masthead.
6. Remove the existing backstay and attach one end of the 22′ wire to the masthead in its place.
7. Step the mast and reconnect the shrouds.
8. Reave the 10′ wire through the wire block and attach the wire block to the loose end of the 22′ wire like this:
9. Use a shackle to connect one end of the 10′ wire to the transom eye bolt on the opposite side (typically the starboard side) from where you want the adjuster cam cleat to be located (typically the port side).
10. Attach the double block with becket to the loose end of the 10′ wire like this:
11. Reave the 1/4″ double braid line through the double and triple blocks.
Use a double luff reaving order like shown below.
Start from the becket on the double block, reave the line through the sheaves on one side of both blocks, through the opposite sides of both blocks in the opposite direction, and exit through the middle sheave of the triple block and the cam cleat. Do not spiral reave the line through the sheaves. Leave a long tail in the line until after the backstay is installed and the rig tuned.
12. Use a shackle to connect the triple block to the remaining eye bolt (typically on the port side) like this:
The completed installation should look like this:
13. With the adjuster slack, check the mast rake and prebend and the standing rigging tuning. If you’re not sure how, refer to the Catalina 22 Tuning Guide from North Sails. They have guides for other sailboats here. If you don’t have a tension gauge, consider purchasing one after you read Product Review: Loos Tension Gauge.
14. Tighten the adjuster just enough to take the slack out of the backstay and so that it won’t interfere with the boom when the mainsail is raised. This will be the minimum backstay tension setting.
15. Tie a stopper knot in front of the cam cleat to prevent the adjuster from being slackened any further.
16. Trim the excess adjuster line to leave about a 1′ tail. Tie another stopper knot on the end to give a better grip on the line.
17. Tighten the adjuster to 25% of the breaking strength of the main wire or the bridle wire, whichever is less . This should bend the top half of the mast aft a few inches. This will be the maximum backstay tension setting that you should not exceed.
For example, if the breaking load of the main wire is 1587 lbs and the breaking load of the bridle wire is 1350 lbs, calculate 25% of 1350 lbs, which is 337.5 lbs or a setting of 25 on a Loos PT1 tension gauge.
18. Mark the adjuster line in front of the cam cleat with a permanent marker. Do not tighten the adjuster beyond this mark when you are sailing.
Now go out and practice adjusting your new backstay in various wind conditions to optimize the headsail and mainsail shape and maximize your pointing ability and speed. When you’re done for the day, slacken the adjuster to the minimum setting.
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11 Comments Add yours
Nice description of the why and how to add the direct backstay adjuster. If one doesn’t have a transom with the brass structure to mount to, I assume one would want to use the typical metal backplate when installing that eyebolt? Cheers, and thanks for some fresh inspiration to work on my project boat!
Yep, treat it just like you would a chain plate bolt because it’s doing much the same job.
I had an indirect system when I got my boat and it functioned (minimally) as you describe. I couldn’t tell any difference. Then I installed a system as you outline here. sailing on a close reach in light air and flat water, I could actually FEEL the boat accelerate as I eased the backstay and I could FEEL the boat slow down as the sails stalled when I tightened it up. I played with it for half hour like this just appreciating the noticeable difference from the “indirect” method I had previously uses. This is one of the best modifications you can make to your boat.
Thanks for sharing your experience, Mike!
Did your adjustable backstay make your quick release on the forestay and shrouds redundant?
No, I still use the levers with the adjustable backstay, especially on the forward lower shrouds. But I also tune my standing rigging a little tighter than normal for racing. I might be able to pin/unpin the forestay without a lever and the backstay relaxed but it wouldn’t be quick or easy.
Thanks for asking,
I have a few questions regarding adjustable backstay for C22. I am planing to replace rigging on my currently acquired Catalina 22 sport. Since I already have eye bolt installed in the port side, I think it would be good idea to install adjustable backstay, for two reasons: adjustment of back stay and better tension distribution (two bolts vs 1 bold). The only concern I have is safety, as you mentioned in your article (“The disadvantage of a direct system is that if any part of the adjuster breaks, the entire backstay can fail.”). So, is there risk that whole mast can fall or can aft shourds still hold the mast up? What is your recommendation for wire or strap to back up the adjuster in case of failure? Thank you.
I haven’t read any stories of adjustable backstays failing but that doesn’t mean there aren’t any, I just haven’t dug deep enough. My guess would be that a backstay failure would result in the mast folding forward above the lower shroud tangs. Assuming the standing rigging was in good condition otherwise, it would take a lot of wind to cause to cause it to fail and it would probably fail at a block or terminal. Sudden failure of the backstay would allow all of the load on the foresail to pull the top of the mast forward impeded only by the mainsail leech, main sheet, and possibly a vang. The upper and lower shrouds would likely survive and hold the bottom half of the mast in place. All this is speculation, of course, and the actual conditions would determine the result.
That said, I don’t have a safety strap on my adjustable backstay even though I do race my C-22 and occasionally sail in winds that can completely overpower it. But if I were to add one, I’d add a short length of wire rope on the static side of the adjuster with one end attached below the bridle block and the other end attached above the bridle block. I’d make it with no slack when the adjuster is at minimum tension. As the adjuster is tightened, the safety strap will slacken slightly and have the most slack when the backstay is at its tightest. Its purpose would not be to maintain tension on the backstay in case of a failure but simply to limit the masthead from springing forward and bending catastrophically. I wouldn’t use nylon webbing, which can deteriorate from UV exposure.
Hope that helps. Send me a picture of your sailboat if you would like to add it to the Readers Gallery. There aren’t any C-22 Sports there yet.
I purchased a Catalina Capri 26 about a year ago and have been thinking about upgrading to an adjustable backstay, that’s how I found your article and site which is very helpful. The current (non-adjustable) backstay runs diagonally from the masthead to a chainplate mounted to the transom (exterior – port side) about 18″ above the waterline. I was thinking of adding another chainplate same in the same area on the starboard side. But in order to have the adjusting sheet accessible to the cockpit I would need to reverse the configuration by attaching the Harken double block with becket down below at the chainplate and the Harken triple block with cam-cleat above near the skipper. Is that feasible and something that will work? I look forward to any advice you can offer and of course all your future articles!
I understand what you want to do but inverting the cam cleat block wouldn’t be very safe. The line tail would hang down and if a crew member or a fouled line accidentally pulled it downward, it could uncleat and unexpectedly slacken the backstay, which could damage the mast. Instead, consider leaving the tackle in the upright position and raise the whole assembly up with a short pendant or a long tang to where the skipper can reach it. Be sure every component in the system is rated to a working load at least equal to the backstay wire. However, I couldn’t find where anybody has done this before so you might be in uncharted territory and therefore I must recommend against it.
I do appreciate you getting back to me I had the same thought about a short pendant. I totally understand why you can’t (legally) endorse that but think I’m going to take a shot at it and make it as bullet proof as possible. Once again, thank you for your articles and I’m looking forward to several projects this winter as I really look forward to next Spring!