Racehorse leads Carcass towards the North Pole! The Exploration Vessels of the 1773 Phipps Arctic Expedition

On June 4th, 1773, HM Ships, Racehorse and Carcass set off from the Royal Navy’s Nore anchorage, in the Thames Estuary. While observers on nearby ships might have quipped about the unusual names of these vessels, what was most incredible was the mission the crews were being sent on: Commander Constantine John Phipps (the future Baron Mulgrave) was ordered to “proceed up to the North Pole, or as far towards it as possible…”1 In the words of crew member Olaudah Equiano, a self-emancipated former African slave: “I was roused by the sound of fame, to seek new adventures, and to find, towards the North Pole, what our Creator never intended we should, a passage to India.”2 The Phipps Expedition members would indeed have many Arctic adventures, and these were especially remarkable because – in spite of what sounds like an insane plan – the crews made it home!3

Racehorse leads Carcass through leads in the ice on 31 July 1773. This depiction faithfully records many of the unique details of the ships that are described in this post. Credit: Benjamin Thomas Pouncy (engraver); John Cleveley, the Younger (artist), Credit: National Maritime Museum, Greenwich, London. Caird Fund. PAF7943

This post will continue our series exploring the design and service of the Royal Navy’s polar-modified bomb vessels. For a description of their general design and an account of how they wound up serving as polar exploration ships, starting with HMS Furnace’s 1741 conversion, see our recent post. The Phipps Expedition is mostly mentioned today because of the presence onboard the junior ship, Carcass, of a young midshipman fated for great things: Horatio Nelson.4 This incredible Arctic journey has several interesting connections to the disastrous events of the 1845 Sir John Franklin Expedition.

Thirty years after the 1741-42 Christopher Middleton Northwest Passage Expedition reached the high latitudes of Hudson’s Bay, the next major Admiralty polar exploration mission, the 1773 Constantine Phipps Expedition, saw two ships depart England towards a radically different destination: The North Pole.5 The mission benefitted from the patronage of King George the Third and had the enthusiastic support of the Royal Society (RS). Royal Navy Commander and RS member Constantine John Phipps was appointed to lead the expedition from Racehorse, while Skeffington Lutwidge continued his earlier command of the junior ship, Carcass. RS Vice President Daines Barrington hoped the crews would discover an open polar sea to lead towards the “South Sea” (Pacific Ocean).6 The rationale for this mission tied in to eighteenth century speculation about easily-navigable shortcuts to the Orient over the Pole, or through Northwest or Northeast Passages.7 In his published journal -an important source for this blog- Phipps tapped into this wellspring of speculative geography and summarized more than two centuries of exploration history to the Arctic regions, and the “North Passage.”8

Admiralty officials had learned valuable lessons from previous discovery missions. The Earl of Sandwich, First Lord of the Admiralty, took a keen interest in the preparations. Peter Goodwin’s invaluable account of the Expedition includes a chapter of biographical information on the officers and crews.9 His research shows that the Phipps expedition personnel were a carefully selected group, led by exceptional officers, accompanied by civilians with wide-ranging scientific expertise. The “young gentlemen” – midshipmen on the journey – included Horatio Nelson and Philippe d’Auvergne. Nelson became the coxswain of one of Carcass’s boats, while d’Auvergne worked up a fine visual record of events of the expedition.10 The crews were of a higher professional standard than in 1741, when – in the midst of war – Middleton had had to resort to impressment to fill his manning requirements.11 One notable Able Seaman, whose skill led him to serve as one of the coxswains of the boats, was Nicholas Biddle. Biddle went on to become one of the early captains of the Continental (United States) Navy, serving with distinction. Like his fellow coxswain Nelson, he died at the height of a naval battle.12

The scientific establishment on the Expedition included the Ship’s Surgeon, Dr. Charles Irving. The ships were equipped with a desalination machine he had invented. Phipps, Irving and his assistant, Olaudah Equiano, worked diligently to ensure the machine produced a supply of potable water.13 . The board charged with questions of longitude selected Dr. Israel Lyons to proceed in Racehorse. Lyons excelled as both a mathematician and botanist.14 Phipps had also sought out the advice of naturalist Dr. Joseph Banks, who had furnished him with instructions about what types of natural specimens to collect.15

To mitigate the risk that the destruction of one ship would result in the loss of the entire expedition, two reinforced bomb vessels were prepared. The ships received significant modifications for northern service, in an incredibly short period of time in early 1773.16 The Admiralty’s original intention was to equip, crew, and provision the ships identically. Given that they did not share a common design origin, this appears to have left Carcass dangerously overloaded. In late May, Lutwidge was permitted to land six cannon and reduce his establishment of crew by ten members.17 Even so, the disparity between the hull types and rig meant that Racehorse lived up to her name, by surging far ahead of Carcass. The entries in Phipps’ journal and from other primary sources are remarkably similar to reports of Terror struggling to keep pace with Erebus on Sir James Clark Ross’s Antarctic Expedition of 1839-1843, and the reason is also similar: these ships did not have the same hull lines.18

HMS Carcass, 1759. Showing the original design as a bomb vessel, deck arrangements over a simplified internal arrangement. This original plan shows the two heavy mortar beds and double-ended appearance of the rounded stem and stern areas. © Crown copyright. National Maritime Museum, Greenwich, London (ZAZ5629)

The expedition members were issued with proper cold weather gear (in contrast to the general sailing slops that had been allotted to Middleton’s personnel). Another first was the hiring on of a pair of Greenland pilots for each ship.19 These were experienced merchant ship’s masters, who had navigated “Greenlander” ships in northern waters.20 They would assist the officers and regular ships’ masters to help navigate local conditions in this unusual environment. Officers were equipped with a wide variety of updated navigational instruments and scientific devices. Like James Cook’s contemporary exploration of the Pacific, the ships carried updated timekeeping instruments, which employed John Harrison’s principles. These Larcum Kendall designs would allow for more accurate calculations of longitude than had previously been possible.

Larcum Kendall’s K2 marine timekeeping device. This was a simplified version of John Harrison’s design. This specific timepiece went with Phipps in Racehorse, then to the Pacific, and then with William Bligh in HMAV Bounty. It survived the famous events of the mutiny at Pitcairn Island, to ultimately be preserved at the National Maritime Museum. Credit: National Maritime Museum, Greenwich, London, Royal United Service Institution Collection (ZAA0078)

The Expedition vessels’ conversion for polar service have a basic similarity to the 1741 modification to HMS Furnace. The hulls were double-planked for strength. Vessels received capstans amidships, instead of the windlass in the bows.21 Smaller-sized vessels of the Royal Navy now were provided with (steering) wheels, unlike Furnace at the beginning of the 1741 journey. In contrast to later conversions, the gunports were not planked over. One important new modification was that the bows were reinforced internally with heavy buttressing timbers, to better withstand the force of collisions with ice or the strain of being beset in it. From surviving illustrations, the bow areas also appear to have received some external wooden sheathing, much like contemporary whaling ships. Both vessels received a varied complement of boats, intended to be able to accommodate the entire crew should their vessel be destroyed (we had mentioned the modification to the boats for over-ice hauling in a previous post). As events would show, this was a sensible precaution.

HMS Racehorse as converted for the 1773 Expedition, showing reinforced bows, and removal of forward mortar bed. © Crown copyright. National Maritime Museum, Greenwich, London (ZAZ6569)

The open waist area of the ships was not enclosed (merging the quarterdeck and foc’sl deck into one unified weather deck). The Admiralty had partially decked in this space on Furnace, on Middleton’s advice. They should have repeated this modification.22 A unified weather deck protects ships’ stores and important equipment, and also enhances crew comforts in Arctic conditions. This would have greatly improved conditions on the journey home, when both vessels almost foundered in a series of terrible gales. Close interpretation of surviving artistic depictions also suggest that the channels (where the masts’ shrouds attach to the hull) were not fortified or chocked (filled-in) as they had been in Furnace, leaving these projecting channels vulnerable to ice damage.23

The northwards-bound vessels encountered ice starting on July 7th.24 The expedition charted the islands of the Svalbard Archipelago, and recorded various observations (astronomical, magnetic, depth sounding) as they went. No easy path towards – much less over – the Pole was discovered. The officers and scientists described what flora and fauna they encountered on the islands, and marine life they could dredge up from the depths. Phipps’ journal records the first scientifically-based descriptions of polar bears, which were shot and brought aboard for study. The expedition reached its highest northern latitude of 80°48′ on July 27th. The vessels and crew were severely tested in early August, when the ships could find no more open water leads to advance to the northwards, and were beset in thickening ice. This experience – while mercifully brief – was terrifying. It is one of the most relevant polar precedents for when Sir John Franklin’s crews of HMS Erebus and Terror had to abandon their iced-in vessels in late April, 1848.

Racehorse leads Carcass in pack ice. Boats have been swung out and fitted for hauling over ice, starting with the launches. Credit: Lodge, John (engraver), Public domain, National Maritime Museum, Greenwich London, Caird Fund. PAD5964 via Wikimedia Commons

On August 6th – with the ships trapped – Phipps took stock of his remaining provisions, and estimated that the health of the crews would decline rapidly if they were forced to overwinter out on the ice in this unprepared spot. The carpenters were instructed to modify the boats in order to have crew haul them across the ice in an effort to try to reach open water. They would then put to sea to locate Dutch whaling ships that were known to be anchored nearby at Smeerenburg, an abandoned settlement on Amsterdam Island. The next day, with the water shoaling, and the ice carrying the ships inexorably towards some rocks to the northwest, Phipps left Racehorse to lead a crew hauling the launch (the largest size of boat brought along) westwards over the ice. Crew also remained on the ships, which made slow progress westwards behind the boats. All parties remained in contact. As the crew hauled the boats along the broken, treacherous ice, favourable winds sprung up and the ships started to advance. Soon the exhausted crews returned onboard and the boats were swung back on deck. By the 10th the ships had driven through the remaining ice (with what sounds like some actual precedent-setting icebreaking), and were able to safely anchor at Smeerenburg (where there were indeed Dutch ships preparing to depart for the year). A mobile observatory was installed ashore. The officers described a nearby glacier, while Philippe D’Auvergne worked up another of his well-executed sketches of the scene.25 When the ships raised anchor, a few other attempts to make more northing came to nothing, as the season advanced and the ships came across a wall of ice. Phipps decided to turn for home on August 22nd.

In common with other polar expedition accounts, the voyage home was horrendous. By the second week of September, both crews were fighting for their lives in a series of terrible storms. The ships were both damaged in the gales that started the second week of September, and lost sight of each other. Each crew believed the other ship had likely foundered. The open waist area of the ships became a liability at this point.26 The vessels sighted each other again on the 25th of September off the coast of Suffolk.

In the years after Phipps and his crews returned, the Admiralty had to shelve further plans for Arctic discovery missions as it found itself embroiled in a series of wars that expanded to include the majority of the World’s oceans. It took until the final defeat of Emperor Napoleon Buonaparte, in 1815, for the polar exploration program to be revived (with Second Secretary of the Admiralty, John Barrow, taking a leading role). In contrast to the divisive legacy of the Middleton Expedition, Constantine Phipps’ Expedition was remembered in favourable terms. The modification of Racehorse and Carcass set many precedents for the next two bomb vessels to go north to the Arctic: Hecla and then Fury. Please consult the “Design Dossier” below for more technical information about Racehorse and Carcass.

Click for HM Ships Racehorse and Carcass Design Dossier and Endnotes

HMS Furnace- First Bomb to Blaze a Trail North

On that fateful day of May 19th, 1845, when the crews of Sir John Franklin’s last expedition in search of the Northwest Passage departed Greenhithe, England – never to return – they did so onboard two incredible vessels. Her Majesty’s Ships Erebus and Terror hadn’t originally been designed for polar exploration. Rather, these were both examples of a highly specialized type of warship called a “bomb vessel.” Why send a warship that was meant to bombard enemy positions on a polar exploration mission? This post briefly explores the history and design of the first bomb vessel that was sent north, HMS Furnace, which left England in 1741 on an earlier effort to locate that same illusive passage to the Pacific Ocean.1 Did Furnace blaze a trail across the frozen northern latitudes? Not exactly, but her modifications for exploration set an important precedent for a lineage of tough little ships which would be used on Arctic and Antarctic exploration missions.2

The Blast class, the original as-built configuration of Furnace from 1740, showing the two heavy mortar beds (cribbing) in the waist, the ketch rig (mainsail and a mizzen aft) a simple capstan perched high above the aft deck, and a windlass in the bow. Credit: © Crown copyright. National Maritime Museum, Greenwich, London ZAZ5625.

Maritime historian and former National Maritime Museum curator Chris Ware’s work on the history of bombs, The Bomb Vessel: Shore Bombardment Ships in the Age of Sail, explores the history of the Royal Navy’s bomb vessels, and highlights the careers of selected ships.3 The type had been created late in the 17th century to carry one or two heavy mortars amidships. Like many other great British naval developments, the idea had come from France, whose navy had built the first bomb vessels, galiotes à bombes, starting in 1681.4 The mortars (which had been developed originally for land warfare) fired types of fused shells called bombs (explosive) or carcasses (incendiary) on a high trajectory over the bulwarks. They were used against fortifications or cities and towns. The bombs would plunge downwards to explode against or over targets.

John Bower’s engraving of the Bombardment of Fort McHenry, near Baltimore, in September 1814 by the British fleet, including HMS Terror and an earlier generation of HMS Erebus, and several other bombs. Credit: Dr.frog at en.wikipedia, Public domain, via Wikimedia Commons

To carry the massive mortars and handle their powerful recoil, which was transmitted down from their carriage directly into the wooden timbers of the vessel, bombs had to be very strongly built: They were framed, decked, and reinforced much more stoutly than other ships of their relatively small size. While the first English bombs resembled small coastal craft, by the 1730s new designs appeared that were closer to naval sloops.5 There were usually only a handful of bombs active at any given time. Most spent the vast majority of their careers out of commission or converted to other roles. The Board of Ordnance, which had responsibility for both the guns and the specialist personnel to work them, would unship and land the mortars to help preserve these valuable weapons. When being used as patrol vessels, a stronger battery of cannon was installed along the gundeck.

This painting by Samuel Scott is a rare representation of a mid-18th Century bomb vessel. It depicts the capture of HMS Blast, lead ship of Furnace’s class, in 1745. Blast was captured while serving as a sloop, and would have been armed without the mortars but with ten 4-pounder cannon when captured by two Spanish privateers. Blast appears to have a full 5-light (windowed) stern, and the additional armament has been added to the stern cabin (seen in the lower siting of the gunports aft). Oddly, the ship is now depicted rigged in the reverse of a ketch, as a brig or a snow. Credit: Samuel Scott, (Earl of Pembroke. Paul Mellon Centre for Studies in British Art) Public domain, via Wikimedia Commons

In contrast to the great and tragic expeditions that came both before and after, Christopher Middleton’s Northwest Passage Expedition of 1741 is rarely mentioned, even in exploration literature. This bid to locate the storied Passage, or “Straits of Anian” deserves more attention. Middleton was an experienced ship’s captain and a skilled navigator who had conducted a variety of scientific observations (including magnetic studies) while sailing to and from Hudson’s Bay, on annual supply missions for the Hudson’s Bay Company. He had an early enthusiasm for exploration, the search for the Northwest Passage, and also an interest in establishing the fate of the vanished James Knight expedition of 1719.6 Middleton had been nearby at the HBC Factory at the Churchill River (present-day Churchill, Manitoba) when, unbeknownst to anyone, the crews of Knight’s two small ships were marooned on Marble Island.7 In recognition of his scientific publications, Middleton was elected a Fellow of the Royal Society in 1737. In 1741, having left the employ of the HBC, the Royal Navy appointed him to command HMS Furnace. His orders were to seek a Northwest Passage somewhere along the Western coasts of the Bay. In reviewing the available units of the fleet, this new and rugged generation of bombs must have seemed ideal candidates for an exploration mission, where ships were in danger of colliding with icebergs, grounding, or being forced ashore out in Baffin Bay or the Hudson Strait, or being damaged or crushed by pack or land ice. Furnace would be accompanied by a hired collier, HMS Discovery, which was commanded by Middleton’s cousin, William Moor. The Admiralty optimistically believed that, a Passage having been located and exploited, the ships might link up with Commodore George Anson’s 1740-44 circumnavigation of the World, somewhere in the Pacific.

After crossing the Atlantic, the officers spent the winter at Prince of Wales Fort to get an early start to the season. Expedition crew meanwhile stayed ashore in a disused wooden fort.8 They first prepared the ships for being iced into the harbour – with Furnace becoming the first bomb to overwinter. It was a long and difficult winter, and several crew died of scurvy. Once the exploration work commenced in July 1742 they quickly discovered that a promising inlet did not in actuality offer any corridor to the west (Middleton thought this a river and named it “Wager” after Sir Charles Wager, First Lord of the Admiralty, but it was later determined to be a bay). Other useful exploration work included the discovery of Repulse Bay (the community is now known as Naujaat) and the assessment that the Frozen Straits offered no likely passage to the west. With the crew weakening again from scurvy, and the major exploration work having led to dead-ends, Middleton hastened back to England.9

Middleton’s surveying work was attacked after his return, with Arthur Dobbs (a wealthy and influential Irish landowner who has supported Middleton’s original appointment) and Moor both coming around to the view that not enough had been done to rule Hudson’s Bay out as the beginning of a passage towards the Pacific.10 Moor departed on another expedition which explored more of the same coasts of the Bay. Future expeditions would take other reinforced bomb vessels further north to continue the search for a navigable passage amongst the Arctic islands. As William Barr has pointed out, the criticisms Middleton was subjected to were baseless, and the accuracy of his surveying was eventually confirmed.11

HMS Furnace was a Blast class bomb vessel, completed in October 1740 by Quallett (presumably the commercial yard of John Quallett of Rotherhithe in South London, which built other Royal warships such as HMS Chesterfield and several sloops). She was 91.5 feet long on the gundeck and 26’4” broad, with an 11-foot draft. All told she was almost 273 tons burthen.12 This new class of six bomb vessels were rushed into service as war broke out again against Spain in late 1739. As the War of the Austrian Succession (1740-1748) spread across Europe, a second group of five almost identical sisterships were constructed the next year. Among them was the second bomb vessel to be named HMS Terror.13

Like most early bomb vessels, Furnace was rigged as a ketch, with a tall mainmast and a shorter mizzen aft. This rig proved to be problematic for the complicated laying, or aiming of the mortars, as it left only a small arc of fire unimpeded by the masts, yards, rigging and shrouds. When it came to the deck machinery, earlier bombs had been fitted with windlasses (horizontal drums) to assist in heavy tasks such as lifting the anchor cables, or the complex effort of warping the ship around on the anchor cables to precisely aim the mortars. The Blast ships, by contrast, were also fitted with the more powerful capstan (vertical drum) on the quarterdeck.14

HMS Grenado, a near-contemporary of Furnace, is depicted in a superb sectional model at the National Maritime Museum, Greenwich, which helps us explore the peculiarities of the design:

HMS Grenado model showing both octagonal mortar pits, the new trunnioned mortars, and the exposed deck beams and hull framing. Credit: Rémi Kaupp, CC BY-SA 3.0, via Wikimedia Commons the original model was built by Robert A. Lightley and is catalogued at National Maritime Museum as SLR0331.

We can observe a robust, wide hull, with closely-spaced frames. The solid construction continued into heavy knees supporting the deck beams. In Grenado and Furnace, the mortars were originally sited forward and aft of the mainmast, while the mizzen mast rises above the deck just forward of the break on the quarterdeck. A new type of mortar had been developed, which could elevate and depress on trunnions, and rotate in its octagonal pit. The mortars could be lowered and covered over with sliding hatches, and protected from the elements. The long run of the open waist amidships was necessary to provide the room needed to work the mortars. These ships, like the later Franklin vessels, were originally armed with a 13″ and a 10″ mortar. The secondary weapons, a battery of six light 4-pounder cannon, created a modest broadside for defensive purposes. Additional empty gunports, evenly spaced along the gundeck, allowed for the augmentation of these cannon when the mortars were unshipped. The officers’ cabins were tucked aft under a small quarterdeck, on a deck stepped slightly lower than the main run of the gundeck. There was a very small covered foc’sl forward of the large windlass, and between those was the usual belfry with ship’s bell.

HMS Furnace as converted for the Middleton Expedition in 1741. Credit: © Crown copyright. National Maritime Museum, Greenwich, London ZAZ6524.

As can be seen by comparing the above Admiralty plans, preserved at the National Maritime Museum in Greenwich, with the Grenado model or the plans at the beginning of this post, Furnace was extensively modified for exploration. The masts were relocated, with a third mast making the vessel a sloop.15 There are many elements of the design that set the pattern for the Admiralty modifying ships for polar exploration, right down to those final modifications to Franklin’s two ships. Middleton’s input on this refit – reflecting his HBC service in the Company sloops – was important. Compared to the unmodified bomb vessels, this ship now has a shorter, less vulnerable stem, and higher sides. The open waist where the two mortars were once sited has been decked-over. The mortars, beds, and cribbing have been removed down to the keel. Furnace even has channels that have been reinforced with ice chocks to make them less vulnerable.16 The ship now has a larger double capstan, installed further forwards between the mizzen and mainmast, which could be worked by crew on both weather and lower decks. The windlass near the bows has apparently been removed.17 Middleton was able to influence the Admiralty into equipping Furnace with a complement of boats he wanted. He was even able to secure an “ice boat” for this mission, which was a specialized craft that HBC sloops used, but that had not previously been on the establishment of any British warship.18

Once the crews were wintering ashore at Churchill, Middleton held a council with his officers to discuss further modifications to Furnace. His journal, reproduced in Barr and Williams’ edited Hakluyt Society publication, provides detailed information about the March-April 1742 design modifications.19 The carpentry work that Spring optimized the bomb-exploration conversion. The quarterdeck was now built up to the level of the new main deck, to make a continuous weatherdeck. This fixed an issue where the oddly stepped-down aft deck shipped too much water during foul weather. Middleton also recognized the limitations of steering the ship in adverse conditions with an old-style tiller. He supervised the construction and fitting of a ship’s wheel, with the old curving iron tiller bar straightened out. All subsequent bomb-derived exploration vessels would be equipped with ship’s wheels.

HMS Furnace or sistership Firedrake at the bombardment of Gorée, 1758. [detail of] Attack on Goree, 29 December 1758 by Dominique Serres the Elder. National Maritime Museum, Greenwich, London, Caird Collection BHC0386.

Upon the expedition’s return to England, Furnace was modified back to her original design. The overwintering and exploration work do not appear to have shortened her career: She served longer than all the other 1740-constructed bombs, being eventually decommissioned in 1763, after participating in several bombardments during the Seven Years War.20 HMS Furnace’s 1741 refit, – and Middleton’s expert 1742 modifications at Churchill – set the pattern for the modification of six other bomb vessels to be sent on future Arctic and Antarctic missions.21 This era ended more than a century later when the last two serviceable exploration bombs disappeared into the Canadian Arctic.

A model I worked on years ago, a modified Pyro British Bomb Vessel in (tiny) 1/150 scale. The design seems to be a simplification of a mid-eighteenth century bomb, which I modified as a fictional HM Bomb Vessel Cataclysm.
ENDNOTES: