Author Hinno, Tanel
Date 23/07/2018
Version 16
Page Page 1 of 3
Reval Marine & Offshore Training Doc No DCD0001260
Manual MARINE & AVIATION TRAINING
Section QUALITY MANUAL
Sub Sect ÕPPEKAVAD/TRAINING SYLLABUS
Title 711 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
POLAARVETES NAVIGEERIMISE BAASÕPE
Vastavalt STCW A-VI/4 ja STCW koodeksi A-V/4-1 "Specification of minimum standard of competence in basic
training for ships operating in polar waters". Õppekava täpsem sisu vastavalt IMO Model course 7.11.
Õppe eesmärk: Kursus on välja töötatud järgima polaarvetes tegutsevate laevade kaptenite ja tüürimeeste
koolituse ja kvalifikatsiooni kohustuslikke miinimumnõudeid vastavalt STCW koodeksi tabel A-V/4-1.
Hariduse liik: Täiendusharidus
Koolituse liik: Tööalane koolitus
Õppekava maht: 27 akadeemilist tundi (3 päeva)
Õppetöö korraldus: õppetöö toimub kella üheksast hommikul kuni kella viieni koos lõunavaheajaga.
Õpingute alustamise tingimused: Kapteni, vanemtüürimehe või vahitüürimehe kvalifikatsioonitunnistus
vastavalt STCW reegel II/1; II/2, II/3 või ekvivalent.
Lõpetamise tingimused: kirjaliku testi (valikvastustega) edukas sooritamine.
Lõpetamisel antav dokument: tunnistus õppe eduka läbimise kohta vastavalt A-V/4-1
Soovituslik
kestvus
Õppe teema
akad.
tundides.
Course Introduction, Ice nomenclature, characteristics and detection/
1 kursuse sissejuhatus, jääandmete klassifikatsioon, omadused ja avastamine
1,1 Course introduction/ kursuse sissejuhatus
Ice physics formation, growth, ageing and stages of melt/ Jää füüsika, moodustumine,
1,2
kasv, vananemine ja sulamise etapid
1,3 Snow covered ice/ lumega kaetud jää
Ice types (incl. icberg), concentrations and features /Jäätüübid (s.h. jäämägi),
1,4
kontsentratsioonid ja omadused 5,0
1,5 Ice reports, ice reporting, coding and terminology/ Jääaruanded, jääarvestus,
kodeerimine ja terminoloogia
1,6 Signs of ice in the vicinity/ jää lähedust tähistavad märgid
1,7 Ice imagery/ jää kujutised
1,8 Effects of weather patterns, current, tide and wind on ice formation and
Author Hinno, Tanel
Date 23/07/2018
Version 16
Page Page 2 of 3
Reval Marine & Offshore Training Doc No DCD0001260
Manual MARINE & AVIATION TRAINING
Section QUALITY MANUAL
Sub Sect ÕPPEKAVAD/TRAINING SYLLABUS
Title 711 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
motion overview/Ilmastikuolude mõju, hoovused, loodete ja tuule mõju
jäätumisele ja jää liikumise ülevaade
1,9 Ice pressure and distribution/Jää surve ja jaotumine
2 Regulations and standards/Määrused, reeglid ja standardid
2,1 Regulations/Määrused ja reeglid 4,0
2,2 Standards/Standardid
3 Vessel characteristics/Laeva omadused
3,1 Vessel types/Laeva tüübid
3,2 Hull design/Laevakere disain 2,0
3,3 Enhanced icebreaking design features/ Täiustatud jäämurde disainielemendid
3,4 Propulsion/Jõuseadmed
Subdivision and stability for ice strengthened vessels/Tugevdatud laevade püstuvus ja
3,5 ruumijaotus
4 Manoeuvring In Ice/Manööverdamine jääs
4,1 Approaching and entering ice/Jääjoonele lähenemine ja sisenemine
4,2 Manoeuvring astern/Manööverdamine tagurpidi
4,3 Transiting ice/Jää läbimine 6,0
4,4 Vessel damage/Laeva vigastus
4,5 Vessel manoeuvring capabilities in ice/Laeva manöövriomadused jääs
4,6 Bridge watchkeeping/Navigatsioonivaht
5 Passage planning and reporting/Reisi planeerimne ja teavitamine
5,1 Passage planning/Reisi planeerimine 2,0
5,2 Communications/Side
5,3 Provisioning and vessel services/Laeva varustatus (varustamine) ja laeva teenused
6 Icebreaker assistance/Jäämurdeabi
6,1 Icebreaker requirement/Jäämurdja vajadus 2,0
6,2 Safe speed and distance/Ohutu kiirus ja vahemaa
Vessel performance in polar waters/low air temperatures
7
Laeva jõudlus polaarvetes ja madalatel õhutemperatuuridel
7,1 Classification society rules for vessel winterization/
Laevade talvitumisest lähtuvad klassifikatsiooniühingu reeglid
Ship's preparations for low air temperatures/
7,2
Laeva ettevalmistused madalal õhutemperatuuril töötamiseks
7,3 Freezing of equipment/Seadmete külmumine 2,0
7,4 Ship equipment & systems in a cold environment/
Laevaseadmed ja -süsteemid külmas keskkonnas
7,5 Cargo operations in polar waters/ Laadimistegevus polaarvetel
7,6 Passenger embarkation and disembarkation in polar waters/
Reisijate pardalevõtmine ja väljumine polaarvetel
Author Hinno, Tanel
Date 23/07/2018
Version 16
Page Page 3 of 3
Reval Marine & Offshore Training Doc No DCD0001260
Manual MARINE & AVIATION TRAINING
Section QUALITY MANUAL
Sub Sect ÕPPEKAVAD/TRAINING SYLLABUS
Title 711 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Vessel superstructure or deck icing due to freezing spray/
7,7
Vee pihustumisest tekkiv laeva pealisehituse või teki jäätumine
Crew preparation, working conditions and safety/
8 Meeskonna ettevalmistus, töötingimused ja ohutus
Safe working procedures for crew, specific to polar environments/
8,1
Polaarvete spetsiifiline ohutu töökorraldus meeskonnale 2,0
8,2 Cold weather survival in polar waters/ Külma ilmaga ellujäämine polaarvetes
8,3 Search and Rescue in polar waters/ Otsing ja pääste polaarvetes
9 Environment/Keskkond
9,1 Pollution prevention in polar waters/ Reostuse vältimine polaarsetes vetes 1,0
9,2 Oil spills and pollution/ Õlireostus ja reostus
9,3 Garbage and waste/ Prügi ja jäätmed
Hindamine 1,0
Summa 27
El
ect
roni
cedi
ti
on
This electronic edition is licensed to
MSCA LTD
for 1 copy.
© International Maritime Organization
MODEL COURSE 7.11
BASIC TRAINING
FOR SHIPS OPERATING
IN POLAR WATERS
2017 EDITION
Electronic edition
London, 2017
Licensed to MSCA LTD for 1 copy. © IMO
Print edition (ISBN 978-92-801-1673-1) published
Published in 2017 by the in 2017 by the
INTERNATIONAL MARITIME ORGANIZATION
4 Albert Embankment, London SE1 7SR
www.imo.org
Printed by CPI Colour
Electronic edition 2017
IMO PUBLICATION
Sales number: ET711E
ISBN 978-92-801-1673-1
IMO PUBLICATION
Sales number T711E
ACKNOWLEDGEMENTS
This model course on Basic Training for Ships Operating in Polar Waters
is based on material developed by the Centre for Marine Simulation, Marine Institute (CANADA)
with the assistance of an international committee of experts coordinated by
ACKNOWLEDGEMENTS
the Company of Master Mariners of Canada.
This model course on Basic Training for Ships Operating in Polar Waters
is based on material developed by the Centre for Marine Simulation, Marine Institute (CANADA)
IMO
with thewishes to express
assistance of an its sincere appreciation
international committeeto
ofthe course
experts developersby
coordinated
for their assistance and cooperation.
the Company of Master Mariners of Canada.
IMO wishes to express its sincere appreciation to the course developers
for their assistance and cooperation.
Copyright © International Maritime Organization 2017
Copyright © International
All rightsMaritime
reserved.Organization 2017
No part of this publication may be reproduced,
stored in a retrieval system,All
orrights
transmitted in any form or by any means,
reserved.
without prior permission in writing from the
No part of this publication may be reproduced,
International Maritime Organization.
stored in a retrieval system, or transmitted in any form or by any means,
without prior permission in writing from the
International Maritime Organization.
Reproduction and/or translation rights may be available for this title.
For further
For further details,
details please
please contact
contact IMO
IMO Publishing
Publishing at
at
[email protected].
[email protected].
Licensed to MSCA LTD for 1 copy. © IMO
Contents
Page
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Purpose of the model courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Use of the model course. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Lesson plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Presentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Course framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Part A: Course Framework. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Scope. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Objective. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Entry standards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Course certification, diploma or document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Course intake limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Staff requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Teaching facilities and equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Teaching aids (A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
IMO references (R). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Textbooks (T). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Bibliography (B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Video (V). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Part B: Course Outline and Timetable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Part C: Detailed Teaching Syllabus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Part D: Instructor Manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Part E: Evaluation and Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Evaluation of competence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Multiple choice questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Compiling tests. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Quality of test items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Advantages and disadvantages of oral and practical tests. . . . . . . . . . . . . . . . . . . . . . . . . . 58
Guidance on the implementation of IMO model courses. . . . . . . . . . . . . . . . . . . . . . . 59
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS iii
Licensed to MSCA LTD for 1 copy. © IMO
Licensed to MSCA LTD for 1 copy. © IMO
Foreword
After the adoption of the International Convention on Standards of Training, Certification and Watchkeeping
for Seafarers (STCW), 1978, the International Maritime Organization (IMO) recognized the need to provide
guidance to maritime academies and training institutes to develop model training courses that are in compliance
with STCW Convention requirements for certification of seafarers. Hence the IMO model course programme
was introduced to provide guidance with a view to supporting maritime training providers and to assist
maritime administrations responsible for the approval of STCW courses.
The model course programme has been a long-time success and IMO has developed a number of model
courses to help in effectively implementing the STCW Convention and the Knowledge, Understanding and
Proficiency (KUP) requirements of the STCW Code. I believe that the key to this success is adherence to the
requirements of the Convention while, at the same time, these requirements are supplemented with industry
best practices so that seafarers can be confident in carrying out the duties on board. The success of a course
depends on the skills and competence of individual course facilitators. As part of the model courses, IMO has
also developed guidance on the implementation of the model course, which may help those less experienced
facilitators to make each course a success.
Whilst aiming to uniformly implement the requirements of the STCW Convention and Code, the model course
programme is designed to provide flexibility so as to allow training providers to adjust the course programme
to the needs of seafarers and trainees, based on their previous work experience and education.
I reiterate that IMO model courses are for the purpose of guidance only, and not to be regarded as an official
interpretation of the STCW Convention. They can be of assistance to administrations to facilitate the process
of approval of STCW course programmes, and could be used by maritime academies and training providers
in the development of courses that satisfy the requirements set out in the STCW Convention and STCW Code.
This model course was validated by the IMO Sub-Committee on Human Element, Training and Watchkeeping
at its third session (1‑5 February 2016) and I wish training providers and seafarers that the course makes the
navigation of ships safer.
K. Lim
Secretary-General
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERSv
Licensed to MSCA LTD for 1 copy. © IMO
Licensed to MSCA LTD for 1 copy. © IMO
Introduction
Purpose of the model courses
The purpose of the IMO model course is to assist maritime training providers and their teaching staff in
organizing and introducing new training courses or in enhancing, updating or supplementing existing training
material where the quality and effectiveness of the training courses may thereby be improved.
It is not the intention of the model course programme to present instructors with a rigid “teaching package”
which they are expected to “follow blindly”. Nor is it the intention to substitute audiovisual or “programmed”
material for the instructor’s presence. As in all training endeavours, the knowledge, skills and dedication
of the instructors are the key components in the transfer of knowledge and skills to those being trained
through IMO model course material.
Because educational systems and the cultural backgrounds of trainees in maritime subjects vary considerably
from country to country, the model course material has been designed to identify the basic entry requirements
and trainee target group for each course in universally applicable terms, and to specify clearly the technical
content and levels of knowledge and skill necessary to meet the technical intent of IMO conventions and
related recommendations.
In order to keep the training programme up to date in future, it is essential that users provide feedback. New
information will provide better training for persons involved in the assessment, examination and/or certification
of seafarers. Information, comments and suggestions should be sent to the Head, Maritime Training and
Human Element, IMO.
Use of the model course
The instructor should review the course plan and detailed syllabus, taking into account the information provided
under the entry standards specified in the course framework. The actual level of knowledge and skills and
the prior technical education of the trainees should be kept in mind during this review, and any areas within
the detailed syllabus which may cause difficulties because of differences between the actual trainee entry
level and that assumed by the course designers should be identified. To compensate for such differences, the
instructor is expected to delete from the course, or reduce the emphasis on, items dealing with knowledge
or skills already attained by the trainees. The instructor should also identify any academic knowledge, skills or
technical training which they may not have acquired.
By analysing the detailed syllabus and the academic knowledge required to allow training in the technical
area to proceed, the instructor can design an appropriate pre-entry course or, alternatively, insert the elements
of academic knowledge required to support the technical training elements concerned at appropriate points
within the technical course.
Adjustment of the course objectives, scope and content may also be necessary if in your maritime industry
the trainees completing the course are to undertake duties which differ from the course objectives specified
in the model course.
Within the course plan, the course designers have indicated their assessment of the time that should be
allotted to each learning area. However, it must be appreciated that these allocations are arbitrary and assume
that the trainees have fully met all entry requirements of the course. The instructor should therefore review
these assessments and may need to reallocate the time required to achieve each specific learning objective
or training aims.
Lesson plans
Having adjusted the course content to suit the trainee intake and any revision of the course objectives, the
instructor should draw up lesson plans based on the detailed syllabus. The detailed syllabus contains specific
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 1
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
references to the textbooks or teaching material proposed to be used in the course. Where no adjustment has
been found necessary in the learning objectives of the detailed syllabus, the lesson plans may simply consist
of the detailed syllabus with keywords or other reminders added to assist the instructor in making his/her
presentation of the material.
Presentation
The presentation of concepts and methodologies must be repeated in various ways until the instructor is
satisfied that the trainee has attained each specified learning objective or training objective. The syllabus is
laid out in learning objective format and each objective specifies a required performance or what the trainee
must be able to do as the learning or training outcome.
Implementation
For the course to run smoothly and to be effective, considerable attention must be paid to the availability and
use of:
–– properly qualified instructors
–– support staff
–– rooms and other spaces
–– equipment
–– suggested references, textbooks, technical papers
–– other reference material.
Thorough preparation is the key to successful implementation of the course. IMO has produced a booklet
entitled ‘Guidance on the implementation of IMO model courses’, which deals with this aspect in greater
detail. It begins on page 59.
Course framework
For ease of reference, this course is divided into five parts.
Part A is a general description of the model course and the conditions that are needed for its implementation,
which provides the framework for the course with its aims and objectives and notes on the suggested teaching
facilities and equipment. A list of useful teaching aids, references and textbooks is also included.
Part B provides an outline of lectures, demonstrations and simulator exercises for the course, together with a
suggested sequence and timetable. From the teaching and learning point of view, it is more important that the
trainee achieves the minimum standard of competence defined in the STCW Code than that a strict timetable
is followed. Depending on their experience and ability, some trainees will take longer to become proficient in
some topics than in others.
Part C gives the Detailed Teaching Syllabus. This is based on the theoretical and practical knowledge specified
in the STCW Code. It is written as a series of learning objectives, in other words what the trainee is expected
to be able to do as a result of the teaching and training. Each of the objectives is expanded to define a required
performance of knowledge, understanding and proficiency. IMO and other references, textbook references
and suggested teaching aids are included to assist the instructor in designing lessons.
Part D contains an Instructor Manual with additional explanations, exercises and examples of lesson plan
based on the Knowledge, understanding and proficiency given in Part C. Especially, Part D also provides
suggestions regarding teaching methodologies, evaluation technique, issues arising during the training and
measures to be addressed.
Part E provides a suggestive Evaluation and Assessment Programme for training efficiency, which aims to assist
trainee learning, identify their strengths and weaknesses, assess the effectiveness of a particular instructional
strategy, evaluate and improve the effectiveness of curriculum programmes, and teaching effectiveness. It is
worth noting that the competence evaluation standards given in Part A of the STCW Code should be used
when performing the evaluation and assessment programme.
2 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part A: Course Framework
Scope
Ships operating in the Arctic and Antarctic environments are exposed to a number of unique risks. Poor
weather conditions and the relative lack of good charts, communication systems and other navigational aids
pose challenges for seafarers. The remoteness of the areas makes rescue or clean-up operations difficult and
costly. Cold temperatures may reduce the effectiveness of numerous components of the ship, ranging from
deck machinery and emergency equipment to sea suctions. When ice is present, it can impose additional
loads on the hull, propulsion system and appendages.
While Arctic and Antarctic waters have a number of similarities, there are also significant differences. The
Arctic is an ocean surrounded by continents while the Antarctic is a continent surrounded by an ocean. The
Antarctic sea ice retreats significantly during the summer season or is dispersed by permanent gyres in the
two major seas of the Antarctic: the Weddell and the Ross. Thus there is relatively little multi-year ice in the
Antarctic. Conversely, Arctic sea ice survives many summer seasons and there is a significant amount of
multi-year ice.
Whilst the marine environments of both polar seas are similarly vulnerable, response to such challenge should
duly take into account specific features of the legal and political regimes applicable to their respective marine
spaces.
This course provides training to navigation officers to operate ships in polar waters and to address those
additional provisions deemed necessary for consideration beyond existing requirements of the SOLAS and
MARPOL Conventions, in order to take into account the climatic conditions of polar waters and to meet
appropriate standards of maritime safety and pollution prevention.
The course is designed to meet the Mandatory minimum requirements for the training and qualifications of
masters and deck officers on ships operating in polar waters, in the STCW Code, specifically the tables A-V/4-1
“Specification of minimum standard of competence in basic training for ships operating in polar waters”.
Definition
Polar waters include both Arctic and Antarctic waters as defined in regulation XIV/3 of the SOLAS Convention:
Arctic waters means those waters which are located north of a line extending from latitude 58º 00’.0 N,
longitude 042º 00’.0 W to latitude 64° 37’.0 N, longitude 035° 27’.0 W and thence by a rhumb line to
latitude 67º 03’.9 N, longitude 026º 33’.4 W and thence by a rhumb line to Sørkapp, Jan Mayen and by
the southern shore of Jan Mayen to the Island of Bjørnøya and thence by a great circle line from the Island
of Bjørnøya to Cap Kanin Nos and thence by the northern shore of the Asian continent eastward to the
Bering Strait and thence from the Bering Strait westward to latitude 60º N as far as Il’pyrskiy and following
the 60th North parallel eastward as far as and including Etolin Strait and thence by the northern shore of the
North American continent as far south as latitude 60º N and thence eastward along parallel of latitude 60º N,
to longitude 56º 37’.1 W and thence to the latitude 58º 00’.0 N, longitude 042 º00’.0 W (see figure 1).
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 3
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
60°N
70°N
80°N
73°31,6′N 19°01′E
60°N 56°37,1′W 68°38,29′N 43°23,08′E
70°49,56′N 08°59,61′W
67°03′N 26°33,4′W 60°N 44°4′E
64°37′N 35°27′W
58°N 42°W
Figure 1
60°S
70°S
80°S
Figure 2 – Antarctic waters means those waters which are south of 60° S.
4 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part A: Course Framework
Objective
A trainee successfully completing this course will gain:
–– ability to contribute to safe operation of vessels in polar waters
–– understanding of ice characteristics and areas where different types of ice can be expected in
the area of operation
–– understanding of vessel performance in ice and low air temperature
–– understanding of safe operations and ship manoeuvrability in ice
–– awareness to monitor and ensure compliance with legislative requirements
–– understanding to apply safe working practices and to respond to emergencies
–– understanding and awareness of correct crew preparation, working conditions and safety
–– understanding the need to ensure compliance with pollution prevention requirements and
prevent environmental hazards, and
–– understanding skills to perform manoeuvres in order to safely operate ships in polar waters.
Entry standards
Every candidate for a certificate in basic training for ships operating in polar waters shall hold a certificate as
Master, chief mate or officer in charge of a navigation watch qualified in accordance with regulations II/1, II/2
and II/3 of the STCW Convention, respectively or equivalent as determined by the national administration.
Course certification, diploma or document
On successful completion of the course, the trainee should be issued a course completion document for
“Basic training for ships operating in polar waters”.
Course intake limitations
The course intake is limited by the number of trainees who can receive adequate individual attention from the
instructor(s). The maximum trainee–instructor ratio may be up to 24 to 1 for classroom lectures and 8 to 1 for
practical sessions and simulations.
However, due to the complexity of the instruction, this model course was designed with a maximum trainee–
instructor ratio of 12 to 1 for classroom lectures, 8 to 1 for practical sessions and, for simulators used in the
course, the maximum trainee–instructor–simulator ratio is 4 to 1. Teaching staff should note that the ratios are
suggestions only and should be adapted to suit individual groups of trainees depending on their experience,
ability and equipment available.
Staff requirements
The following are the minimum qualifications recommended for instructors delivering this course, based on
the Knowledge, Understanding and Proficiency (KUP) table, set out in section A-V/4-1 of the STCW Code.
The instructor in charge should:
.1 be qualified to act as Master or officer in charge of the navigation watch in accordance
with STCW regulations II/1, II/2 and II/3, or equivalent as determined by the national administration
and has served on a ship in the capacity of master or officer in charge of the navigation watch
for a total period of at least 50 days in ice covered waters, of which 30 days should have been
served in polar waters while the ship was in ice conditions that required the ship to be assisted by
an icebreaker or to make manoeuvres to avoid concentrations of ice that might have endangered
the ship, or equivalent experience as determined by the national administration
.2 have detailed knowledge of the requirements of preparation of a vessel for operating in low air
temperatures
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 5
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Basic training for ships operating in polar waters
.3 have up-to-date knowledge of the various ice class and equipment requirements to navigate
in ice
.4 have up-to-date knowledge of correct crew preparation, working conditions and safety in ice
conditions and low air temperatures
.5 have up-to-date knowledge of measures to comply with pollution prevention requirements, and
.6 have a current relevant teaching qualification or have successfully completed a Train‑The-Trainer
course, including the application of simulators in training, and meet the requirements of STCW
regulations I/6 and I/12.
Assistant instructors should have relevant knowledge of the above or have completed IMO model course
Basic training for ships operating in polar waters.
Teaching facilities and equipment
The lectures shall take place in a suitable classroom with adequate desk/seating space for all trainees (area
of classroom to be at least 1.5 sq m/trainee). Suitable classrooms equipped with the relevant facilities to
facilitate the delivery of training through lectures, group exercises and discussions, as appropriate, should be
provided. Where the use of audiovisual material such as simulation, powerpoint presentations, videos or slides
is intended, it should be ensured that the appropriate multi-media equipment is made available.
It is recommended to incorporate simulator training in order to replicate ice operations from a navigation bridge
perspective to assist with overall evaluation of the trainee’s grasp of the learning objectives and concepts of ice
navigation. If simulators are used, they must be able to create situations that provide an opportunity to acquire
the required skills, as specified in this model course.
Use of simulators
The STCW Convention sets standards regarding the performance and use of simulators for mandatory training
assessment or demonstration of competence. The general performance standards for simulators used in
training and for simulators used in assessment of competence are given in section A-1/12 of the STCW Code.
Simulator-based training and assessment is not a mandatory requirement for this training course. However,
it is widely recognized that well-designed lessons and exercises can improve the effectiveness of training. If
simulators are used in the course they shall comply with the standards in section A-1/12 of the STCW Code.
If using simulator-based training, instructors should ensure that the aims and objectives of these sessions are
defined within the overall training programme and that tasks are selected so as to relate as closely as possible
to shipboard tasks and practices.
Teaching aids (A)
A1 Instructor Manual (Part D of this course)
A2 Projector for powerpoint presentations
A3 White board
A4 Videos
A5 Ice charts
A6 Ship handling and navigation simulators which can simulate ice operations in polar waters
A7 Nautical charts
Note: Other equivalent teaching aids may be used as deemed fit by the instructor.
IMO references (R)
R1 International Convention for the Safety of Life at Sea, 1974 (SOLAS 1974), as amended
R2 International Convention on Standards of Training, Certification and Watchkeeping for
Seafarers (STCW), 1978, as amended
6 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part A: Course Framework
R3 International Convention for the Prevention of Pollution from Ships (MARPOL), Consolidated
Edition 2011
R4 Medical First Aid Guide (MFAG)
R5 International Code for Ships Operating in Polar Waters (Polar Code)
R6 Guidance on methodologies for assessing operational capabilities and limitations in ice
(MSC.1/Circ.1519)
R7 IAMSAR Guidelines for the development of Shipboard Emergency Plans for Search and Rescue (SAR)
in ice infested waters
R8 International Safety Management Code (ISM Code)
R9 IMO Guide to Cold Water Survival (2012)
R10 IMO Intact Stability Code (2008)
Textbooks (T)
Note: Other textbooks may be used as deemed fit by the instructor.
T1 “Ice Navigation in Canadian Waters”, Icebreaking Program, Maritime Services, Canadian Coast Guard,
Fisheries and Oceans Canada, Ottawa, Ontario (Revised August 2012)
T2 Winter Navigation on the River and Gulf of St. Lawrence Practical Notebook for Marine Engineers and
Deck Officers November 2011 Edition (TP14335E)
T3 WMO Sea ice nomenclature
T4 “Polar ship operations”, The Nautical Institute
T5 Ice Phenomenon Threatening Arctic Shipping, Alfred Tunik (Editor), Vladislav Benzeman,
Sergey Klyachkin, Yevgeny Mironov, Yury Gorbunov, Nikolay Adamovich, Backbone Publishing
Company, 2012
Note: Other publications deemed relevant depending on regional requirements:
Antarctica
TA1 Secretariat of the Antarctic Treaty (http://www.ats.aq/index_e.htm) for documents pertaining to
Antarctic regulations, annexes and Madrid protocol
Canada
TC1 Annual Notice to Mariners
TC2 Arctic Ice Regime Shipping Control System
TC3 Arctic Sailing Directions (ARC 400, ARC 401, ARC 402, ARC 403 & ARC 404)
TC4 Arctic Waters Oil Transfer Guidelines
TC5 Equivalent Standards for the Construction of Arctic Class Ships
TC6 Guidelines for the Operation of Passenger Vessels in Canadian Arctic Waters – TP 13670
TC7 Manual of Standard Procedures for Observing and Reporting Ice Conditions (MANICE)
TC8 Ship Safety Bulletins (7 relevant to ice navigation)
Denmark/Greenland
TD1 PUB 181 Sailing Directions (Enroute) Greenland and Iceland
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 7
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Basic training for ships operating in polar waters
Russia
TR1 NP23 Bering Sea and Strait Pilot
TR2 NP43 South and East Coasts of Korea
TR3 NP72 Southern Barents Sea and Belroy More Pilot
TR4 Guide to Navigating Through the NSR, No. 4151B, 1996
United States
TUS1 NP23 Bering Sea and Strait Pilot
TUS2 Coast Pilot 9 (Pacific and Arctic Coasts: Alaska to Beaufort Sea)
TUS3 PUB 180 Sailing Directions (Planning Guide) Arctic Ocean
Bibliography (B)
B1 American Bureau of Shipping (ABS) Guide for vessels operating in low temperatures (Dec 2009)
B2 Observers’ Guide to Sea ICE National Oceanographic Atmospheric Administration (NOAA)
B3 Ice – Advice for Trading in Polar Regions (The Swedish Club)
B4 Admiralty Sailing Directions NP10 through 12 Arctic Pilot
B5 The Mariner’s Handbook, NP100
B6 Baltic Ice Management Handbook
Antarctica
B7 Admiralty Sailing Directions, NP9 The Antarctica Pilot
B8 PUB 200 Sailing Directions (Planning Guide & Enroute) Antarctica
Video (V)
Videos, CD-ROMs, Computer Based Training (CBT) may be used as deemed fit by the instructor.
8 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part B: Course Outline and Timetable
This section provides an outline of lectures in a suggested sequence. From the teaching and learning point
of view, it is important that the trainee achieves the competence listed under the subject area column.
Teaching staff should note that timings are suggestions only and should be adapted to suit individual groups
of trainees depending on their experience, ability, equipment and staff available for training. Depending on
their experience and ability, some trainees will naturally take longer to become proficient in some topics than
others.
All learning objectives are understood to be prefixed by the words, “The expected learning outcome is that
the trainee…”
Lectures
As far as possible, lectures should be presented within a familiar context and should make use of practical
examples. They should be well illustrated with diagrams, photographs and charts where appropriate, and be
related to matter learned during seagoing time in polar waters.
An effective manner of presentation is to develop a technique of giving information and then reinforcing it.
For example, first tell the trainee briefly what you are going to present to them; then cover the topic in detail;
finally, summarize what you have told them. The use of presentations and distribution of specific information
as trainee handouts may contribute to the learning process.
COURSE OUTLINE AND TIMETABLE
Subject area with learning objective Approximate
time (hours)
1 Course introduction, ice nomenclature, characteristics and detection
1.1 Course introduction
1.2 Ice physics formation, growth, ageing and stages of melt
1.3 Snow covered ice
1.4 Ice types, concentrations and features
5.0
1.5 Ice reports, ice reporting, coding and terminology
1.6 Signs of ice in the vicinity
1.7 Ice imagery
1.8 Effects of weather patterns, current, tide and wind on ice formation and motion overview
1.9 Ice pressure and distribution
2 Regulations and standards
2.1 Regulations 4.0
2.2 Standards
3 Vessel characteristics
3.1 Vessel types
3.2 Hull design
2.0
3.3 Enhanced icebreaking design features
3.4 Propulsion
3.5 Subdivision and stability for ice strengthened vessels
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 9
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Basic training for ships operating in polar waters
Subject area with learning objective Approximate
time (hours)
4 Manoeuvring in ice
4.1 Approaching and entering ice
4.2 Manoeuvring astern
4.3 Transiting ice 6.0
4.4 Vessel damage
4.5 Vessel manoeuvring capabilities in ice
4.6 Bridge watchkeeping
5 Passage planning and reporting
5.1 Passage planning
2.0
5.2 Communications
5.3 Provisioning and vessel services
6 Icebreaker assistance
6.1 Icebreaker requirement 2.0
6.2 Safe speed and distance
7 Vessel performance in polar waters/low air temperatures
7.1 Classification society rules for vessel winterization
7.2 Ship’s preparations for low air temperatures
7.3 Freezing of equipment
2.0
7.4 Ship equipment/systems in a cold environment
7.5 Cargo operations in polar waters
7.6 Passenger embarkation and disembarkation in polar waters
7.7 Vessel superstructure or deck icing due to freezing spray
8 Crew preparation, working conditions and safety
8.1 Safe working procedures for crew, specific to polar environments
2.0
8.2 Cold weather survival in polar waters
8.3 Search and Rescue in polar waters
9 Environment
9.1 Pollution prevention in polar waters
1.0
9.2 Oil spills and pollution
9.3 Garbage and waste
Examples of trainee exercises
–– Navigating in ice waters using leads available/thinner ice conditions by observance
visually and by radar
–– Navigating in ice infested waters using available leads/thinner ice conditions while in 7.0
close proximity to land
–– Navigating in icebergs, growlers, bergy bits infested waters with minimal visibility (onset
of twilight or onset of daylight)
10 Evaluation 1.0
TOTAL 34.0
10 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part B: Course Outline and Timetable
COURSE OUTLINE AND TIMETABLE
Subject area Course time Recommended method of
(hours) delivery
1.0 Course introduction, ice nomenclature, characteristics 5 Lecture + classroom exercise
and detection
2.0 Regulations and standards 4 Lecture
3.0 Vessel characteristics 2 Lecture
4.0 Manoeuvring in ice 6+4 Lecture + simulation
5.0 Passage planning and reporting 2 Lecture + classroom exercise
6.0 Icebreaker assistance 2+3 Lecture + simulation
7.0 Vessel performance in polar waters/low air temperatures 2 Lecture
8.0 Crew preparation, working conditions and safety 2 Lecture
9.0 Environment 1 Lecture
Evaluation 1 Method to be determined
Total 26 + 7 + 1 = 34 Lecture + simulation
+ evaluation
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 11
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
This section provides a detailed teaching syllabus in accordance with the competencies set out in section A-V/4-1
of the Seafarers’ Training, Certification and Watchkeeping (STCW) Code under section A-V on Standards
regarding special training requirements for personnel on certain types of ship.
The detailed teaching syllabus is presented as a series of learning objectives. The objective, therefore, describes
what the trainee must do to demonstrate that knowledge has been transferred. All objectives are understood
to be prefixed by the words, “The expected learning outcome is that the trainee…”
Before commencing instructions on the detailed teaching syllabus, there should be a course overview to
introduce the learning objectives and main topics to the trainees.
In order to assist the instructor, reference publications are shown against the learning objectives in addition to
technical material and teaching aids, which the instructor may wish to use when preparing course material.
The material listed in the course framework has been used to structure the detailed teaching syllabus, in
particular:
Teaching aids (indicated by A)
IMO references (indicated by R)
Textbooks (indicated by T) and
Bibliography (indicated by B)
will provide valuable information to instructors. A description of the teaching material is listed at the end of
Part A, Course framework of this document.
To assist in identifying how each detailed learning objective is related to table A-V/4-1 of STCW Code, a
Compliance table is provided following the detailed teaching syllabus. The compliance table demonstrates
how each Knowledge, Understanding and Proficiency (KUP) in table A-V/4-1 is supported by a number of
related learning objectives which the trainee is required to learn.
Note: Throughout the course, safe working practices are to be clearly defined and emphasized with reference
to current international requirements and regulations. It is expected that the facilitators of the course will insert
references to relevant national and/or regional requirements and regulations as necessary.
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1
Course introduction, ice nomenclature,
characteristics and detection
1.1 Course introduction
1.2 Ice physics formation, growth, ageing and stages
of melt
1.2.1 Discuss the process of formation, growth, ageing,
salinity and decay of sea ice
1.2.2 Discuss the process of formation, growth, ageing,
salinity and decay of fresh water ice
1.2.3 Recognize the difference between compressive and
flexural strength of ice
1.3 Snow covered ice
1.3.1 Recognize the increase in frictional resistance due to
snow cover
12 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1.4 Ice types, concentrations and features
1.4.1 Identify the physical characteristics and key identifiers
of the following ice types:
a. first year sea ice
1. new ice/frazil
2. new ice/grease ice
3. new ice/shuga
4. new ice/dark nilas
5. new ice/light nilas
6. young ice/grey ice
7. young ice/grey white ice
8. thin first year ice (first stage)
9. thin first year ice (second stage)
10. medium first year ice
11. thick first year ice
A1, A2, A3, A4,
b. second year sea ice R2, R5 A5, A6
c. multi-year sea ice T1, TC7, TC8
1. light multi-year ice
2. heavy multi-year ice
d. fresh water ice
e. glacial/land ice
1. blocky iceberg
2. bergy bit
3. domed iceberg
4. dry-docked iceberg
5. growler
6. pinnacled iceberg
7. tabular iceberg
8. wedged iceberg
9. glacier
10. ice shelf
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 13
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Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1.4.2 Identify the following forms of ice:
a. brash ice
b. pancake ice
c. ice cake
d. small floe
e. medium floe
f. big floe
g. vast floe
h. giant floe
i. fast ice
j. strips
1.4.3 Recognize the following ice concentrations:
a. consolidated ice
b. compact ice
c. very close ice
d. close ice
e. open ice
f. very open water
g. open water
h. ice free
i. drift ice
j. pack ice
14 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1.4.4 Identify the following ice features:
a. blind lead
b. crack
c. finger rafted ice
d. flaw lead
e. floeberg (stamukha)
f. hummock
g. level ice
h. melt ponds
i. open lead
j. polynya
k. rafting
l. ridge
m. ridge keel
n. ridge sail
o. shore lead
p. thaw holes
q. ice rivers*
1.5 Ice reports, ice reporting, coding and terminology
1.5.1 List sources of ice advisories and forecasts available to
the vessel
1.5.2 Recall the terminology used for ice reporting
1.5.3 Interpret ice reports (including coding using the
Egg Code)
1.5.4 Discuss the contents of the various ice advisories
and forecasts
1.6 Signs of ice in the vicinity
1.6.1 Describe the signs of ice in the vicinity
1.6.2 Recognize ice blink and water sky
1.6.3 Recognize a sudden drop in sea water temperature
to zero
* See textbook reference T5 Ice Phenomenon Threatening Arctic Shipping (2012)
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 15
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Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1.6.4 Recognize meteorological conditions that affect
visibility in ice covered waters including:
a. fog
b. refraction
c. sea smoke
d. white outs
e. sea temperature
1.7 Ice imagery
1.7.1 List the sources of ice imagery types available:
a. Aircraft Synthetic Aperture Radar (SAR) and Side
Looking Airborne Radar (SLAR)
b. satellite
c. purpose of computer modelling by ice
forecasters
1.7.2 List the advantages and disadvantages of the different
ice imagery/reconnaissance systems including:
a. cloud penetration
b. image resolution
c. infrared
d. satellite orbit parameters close to polar regions
e. swath
f. visual
1.7.3 Analyse and interpret ice types and features using SAR,
SLAR, infrared and visual imagery for both Arctic and
Antarctic regions
1.7.4 Introduce new satellite technology and discuss
advantages/disadvantages (e.g. RadarSat 2, VIIRS,
and Cryosat)
1.8 Effects of weather patterns, current, tide and wind on
ice formation and motion overview
1.8.1 Discuss the effect of meteorological conditions and
climate on ice formation
1.8.2 Discuss the effects of wind and current on ice motion
1.8.3 Relate the differing effects of wind and current on drift/
pack ice as opposed to icebergs
1.8.4 Discuss effects of common weather patterns on ice
formation for the Arctic and Antarctic
1.8.5 Discuss effects of common current patterns on ice
movement for the Arctic and Antarctic
1.8.6 Discuss special phenomenon that could affect
operations in the Arctic and Antarctic
16 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
1.9 Ice pressure and distribution
1.9.1 Discuss the causes of ice pressure
a. environmental
b. terrestrial
1.9.2 Understand the consequences of ice pressure and how
to recognize it in a practical way
1.9.3 Demonstrate continuous monitoring of ice presence
and ice movement resulting from environmental forces
such as wind, tide, while navigating the vessel
1.9.4 Identify and interpret indicators of the presence of
ice pressure
a. environmental
b. ship’s performance
c. terrestrial
1.9.5 Introduce new developments to forecast ice pressure
based on meteorological indicators, such as computer
based modelling
Regulations and standards
2
2.1 Regulations
2.1.1 International regulations and guidelines
2.1.1.1 Highlight and refer to relevant information from latest
version of the Polar Code, including the requirements
in regulation 12.3.1 chapter 12
2.1.1.2 Recognize that the following international documents
contain information relating to international
requirements for ice navigation in polar waters:
a. SOLAS chapter V
b. SOLAS chapter XIV
c. STCW Convention chapter V/4
d. UNCLOS Article 194 and 234
e. MARPOL Annexes I, II, IV and V
f. Resolution MEPC.163(56) Guidelines for ballast
water exchange in the Antarctic Treaty Area
g. MSC.1/Circ.1519 Guidance on methodologies
for assessing operational capabilities and
limitations in ice
2.1.1.3 Highlight and refer to relevant information from latest R2, R5, R6 TA1 (Antarctica) A1, A2, A3
version of the following IMO regulations:
a. SOLAS chapter V (accident reporting)
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 17
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Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
2.1.1.4 Recognize that the following documents contain T1, T2 (Canada)
information relating to national requirements for ice
navigation in polar waters:
a. Antarctic Treaty, Protocol, annexes and B6 (all other
recommendations areas)
b. Madrid Protocol
2.1.2 National/regional regulations
2.1.2.1 Reference the legislation and communication
requirements for the national/regional areas in which
they operate
2.2 Standards
2.2.1 Shipboard documentation
2.2.1.1 Highlight relevant sections from the Polar Ship
Certificate, including Record of Equipment for the Polar
Ship Certificate, and shipboard documentation relevant
to the vessel’s operation in polar waters:
a. Polar Waters Operations Manual (PWOM)
2.2.2 National/regional standards
2.2.2.1 Reference the standards for the national/regional areas
in which they operate, see Part A, Course framework
Vessel characteristics
3 R1, R2, R5, R10 A1, A2, A3, A4
3.1 Vessel types T1, T2, T3, T4,
TC2, TC4, TC5,
3.1.1 Describe the relationship between power, size TC6, TR4
displacement, ice strength, ice design
3.1.2 Discuss the differences in ice transiting performance of
the following:
a. icebreakers
b. ice classed vessels with icebreaking bows
c. ice classed vessels without icebreaking bows
d. vessels without ice class
3.2 Hull design
3.2.1 Ice strengthening/class requirements
3.2.1.1 Outline the purpose of ice strengthening
3.2.1.2 Outline and compare Canadian, Finnish-Swedish and
Russian ice class designations
3.2.1.3 Outline and compare Classification Society and IACS
ice class designations
3.2.1.4 Discuss limitations of the different ice classes
3.2.1.5 Discuss the basic ice strengthening/ice class
requirements, relating to vessel structure
3.2.1.6 Discuss the basic ice class requirements, relating to
main propulsion machinery and auxiliary systems
18 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
3.2.1.7 Discuss the application of ice strengthening pertaining
to impact loads and vibration on a vessel’s structural
components
3.2.2 Bow
3.2.2.1 Discuss how bow design affects a vessel’s ice transiting
performance
3.2.2.2 Describe how an icebreaking bow functions
3.2.2.3 Understand that icebreaking bow designs can vary in
icebreaking and ice transiting performance
3.2.2.4 Identify an ice knife
3.2.2.5 Discuss advantages and disadvantages of navigating
with an ice knife
3.2.2.6 Identify reamers as fitted on an icebreaker
3.2.2.7 Discuss the advantages and disadvantages of navigating
with reamers
3.2.3 Hull form
3.2.3.1 Discuss how hull design affects turning performance
in ice
3.2.3.2 Discuss how specialized ice coatings can reduce
frictional resistance in ice
3.2.4 Stern configuration
3.2.4.1 Discuss how stern design affects a vessel’s backing and
turning performance in ice
3.2.4.2 Identify an ice horn
3.2.4.3 Discuss advantages and disadvantages of operating
with ice horn
3.2.4.4 Identify vessels with stern configurations designed for
stern first operation during ice transit
3.3 Enhanced icebreaking design features
3.3.1 Discuss the fitting and purpose of bow propellers
3.3.2 Discuss the fitting and purpose of hull air
lubrication systems
3.3.3 Discuss the fitting and purpose of hull water
lubrication systems
3.3.4 Discuss icebreaker towing arrangements
3.3.5 Discuss the relevance of length to beam ratio
3.3.6 Discuss deep water and shallow water
icebreaking vessels
3.3.7 Discuss propulsion types
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 19
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Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
3.4 Propulsion
3.4.1 Discuss consequences and remedial action of ice
ingestion with respect to sea suctions and water intakes
3.4.2 Discuss the relevance of displacement versus
propulsive power in ice operations
3.5 Subdivision and stability for ice strengthened vessels
3.5.1 Explain the intact stability condition for an icebreaking
vessel when beached upon a large ice floe
3.5.2 Explain the icing stability condition, along with
corrective measures
3.5.3 Explain flooding, subdivision and damaged
stability criteria
4
Manoeuvring in ice
4.1 Approaching and entering ice
4.1.1 Explain the hazards in connection with draught and
trim in relation to ice transit
4.1.2 Discuss ballast conditions in relation to an ice belt
4.1.3 Outline factors to consider when entering ice
4.1.4 Understand the importance of safe speed
4.1.5 Demonstrate the proper methods of adjusting speed
and power-output, prior to ice contact, upon ice
contact and following open water leads through ice
infested waters
4.1.6 Discuss precautions and arrangements related to sea
inlets and cooling systems for ice transit
4.1.7 Discuss factors and indicators concerning engine loads R2, R4, R5, R6, A1, A2, A3, A4,
and cooling problems R7, R8, R9, R10 A5, A6
4.1.8 Discuss the importance of a checklist of procedures T1, T2, TC1, TC4,
for the Officer of the Watch (OOW) to follow when TC5, TC6, TD1,
entering ice TR4, TUS3
4.1.9 Explain the importance of bridge team augmentation in
the vicinity, approaching and transiting ice
4.2 Manoeuvring astern
4.2.1 Relate the hazards of astern movements in ice
4.2.2 Demonstrate correct procedures for manoeuvring
astern in ice
4.2.3 Demonstrate correct rudder position when going
astern in ice
4.2.4 Explain the importance of bridge team augmentation
when backing in ice, if view from bridge is insufficient
4.3 Transiting ice
4.3.1 Outline factors to consider related to determining safe
speed for ice transit
4.3.2 Outline environmental factors to consider when
determining route through ice infested waters
20 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
4.3.3 Describe procedures to follow to ensure that safe
speed is maintained when transit is through ice that is
variable in concentration/type and includes areas of
open water including:
a. open waters
b. bergy waters
c. 1/10 to 6/10 ice concentration (“drift ice”)
d. 7/10 to 10/10 ice concentration (“pack ice”)
4.3.4 Demonstrate preparedness to change course and speed
at any given moment
4.3.5 Outline factors to consider when deciding on the best
route through the ice
4.3.6 Outline the advantages and disadvantages of utilizing
leads during ice transit
4.3.7 Recognize the hazards associated with the following,
during ice transit:
a. operating around icebergs
b. operating under reduced visibility
c. propeller ice interaction
d. ramming and pushing of ice
e. operating astern in first year ice, multi-year ice
and glacial ice
f. shallow water
g. transiting ice at night; use of searchlights
h. turning the vessel
i. wind speed and direction
j. during heavy weather near ice edge
k. snow covered ice
4.3.8 Discuss monitoring of ice pressure on the vessel hull
4.3.9 Understand the relationship between hull condition
and friction, for ice transit
4.3.10 Discuss proper procedures for dealing with the
following hazardous ice conditions during transit:
a. glacial and multi-year ice
b. grounded ice
c. pressure and compression
d. ridging, hummocks and floebergs (stamukha)
e. shear zones
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 21
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
4.4 Vessel damage
4.4.1 Understand the types of damage which may be
incurred for vessels operating in ice (e.g. damage to
hull/propeller/rudder, engine failure, ballast tanks, etc.)
4.4.2 Discuss incident reports concerning vessel damage
sustained when operating in ice
4.4.3 Outline damage control measures that can be used,
taking into account that the vessel may need to transit
ice to get to repair facilities
4.5 Vessel manoeuvring capabilities in ice
4.5.1 Describe manoeuvring capabilities for different ice
transiting vessels (including icebreakers)
4.5.2 Describe manoeuvring capabilities of single, twin and
triple-screw vessels
4.5.3 Discuss the increased effect of rudders and interaction
with the propeller steam including:
a. turning circles
b. turning manoeuvre in ice, avoiding collision-
impact of stern and ship sides
c. star manoeuvre
4.5.4 Demonstrate a turning manoeuvre in ice, avoiding
collision/impact of stern and ship’s sides
4.6 Bridge watchkeeping
4.6.1 Discuss the importance of bridge team augmentation
to improve situational awareness, while navigating in
ice infested waters
4.6.2 Explain the role of the Ice Navigator or Ice Advisor and
their authority and responsibilities with respect to the
officers on the bridge
5
Passage planning and reporting
5.1 Passage planning
5.1.1 Interpret ice forecasts and imagery
5.1.2 Forecast ice for different ice regimes:
a. Arctic
b. Antarctic
5.1.3 Discuss how ice imagery/reports can be used to
predict changes in ice conditions
22 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
5.1.4 Discuss methods of estimating vessel capability in ice,
including:
a. Polar Ship Certificate
b. Guidance on methodologies for assessing
operational capabilities and limitations in ice
c. Ice Certificates/Passport and their limitations
d. Arctic Ice Regime Shipping System (AIRSS)
calculation in accordance with Canadian
Legislation
e. discuss POLARIS System under IMO MSC.1/ R1, R2, R4, R5, A1, A2, A3, A4,
Circ.1519 R7, R8, R9, R10 A5, A6
5.1.5 Explain contingency planning for polar waters T1, T2, TC1, TC5,
TC6, TD1, TR4,
TUS3
5.2 Communications
5.2.1 Recognize the limitations of SAR communication
availability in sea area A4
5.3 Provisioning and vessel services
5.3.1 Recognize that voyage planning, with respect to
bunkers, must consider the following:
a. fuel consumption when working in the ice is
likely to be higher
b. infrastructure for bunkering may not be widely
available or not exist at all in polar waters
c. manoeuvring capabilities may be impacted by
environmental and fuel efficiency regulations
(e.g. low sulphur emissions and load limiters)
d. operating in polar waters may require
specialized bunkers
5.3.2 Recognize that infrastructure for replenishment of
ship’s stores may not be widely available or not exist at
all in polar waters
5.3.3 Recognize that infrastructure for vessel repair, in the
event of breakdown or damage, may not be widely
available, or not exist at all in polar waters
6
Icebreaker assistance
6.1 Icebreaker requirement
6.1.1 Describe additional support services that are available
when icebreaker assistance is requested (e.g. ice
routeing, ice reconnaissance, advanced notification,
Search and Rescue)
6.1.2 Discuss levels of service and icebreaking priorities for
different regions
6.1.3 Explain how to obtain icebreaker assistance
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 23
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Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
6.1.4 Determine if icebreaker assistance is required through: R2, R5, R6, R10 A1, A2, A3, A4,
A5, A6
a. analysis of forecasted environmental conditions
b. passage planning
c. recognition of prudent navigation practices
d. regulatory requirements
6.1.5 Demonstrate preparations and procedures required by T1, T2, TC1, TC4,
the escort vessel during ice escort TC5, TC6
6.2 Safe speed and distance
6.2.1 Explain the assessment of conditions relative to safe
speed which determine minimum and maximum escort
distance during icebreaker assisted transits
6.2.2 Describe the safety procedures for working with an
icebreaker during ice transit
7
Vessel performance in polar waters/low air
temperatures
7.1 Classification society rules for vessel winterization
7.1.1 Discuss the purpose and general requirements for
winterization
7.1.2 Understand the need for winterization rules
7.2 Ship’s preparations for low air temperature
7.2.1 Discuss preparation necessary before a ship is brought
into polar waters
7.3 Freezing of equipment
7.3.1 Identify the conditions and measures to prevent R1, R2, R5, R7, A1, A2, A3, A4,
freezing of: R8, R9 R10 A5, A6
a. ballast tanks and piping arrangements
b. bridge windows
c. fire-fighting systems
d. freshwater tanks and piping arrangements
e. lifesaving equipment
f. tank vents
g. mooring ropes
T1, T2, T3, TC1,
h. bilge systems
TC2, TC4, TC5,
7.3.2 Recognize the importance of fitting ship construction TC6, TD1, TR4,
materials suitable for low air temperatures TUS3
7.3.3 Understand the importance of closely monitoring
tanks or systems containing liquids that are subject to
freezing
7.3.4 Identify the preventative measures used to maintain
deck equipment in operational readiness in low air
temperatures
24 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
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Bibliography
7.4 Ship equipment/systems in a cold environment
7.4.1 Identify how the following equipment/systems are
different for vessels designed to operate in a cold
environment:
a. accommodation and emergency escape
measures
b. air intake
c. ballast
d. bilge
e. bunkering
f. cooling
g. electrical
h. fire-fighting
i. lifesaving appliances
j. helicopter facilities
k. ventilation
l. water intake/discharge
m. specialized fuel and engine starting aids for
lifesaving appliances
7.5 Cargo operations in polar waters
7.5.1 Discuss the effects of cold air temperatures on the
following cargo handling equipment:
a. cargo rigging
b. connections for transferring liquid cargos
c. cranes
d. derricks
e. lifting gear
f. hatch covers
7.5.2 Discuss the effects of freezing and increased viscosity
of liquid cargos
7.5.3 Understand that some liquid cargos may require
heating before they are loaded or discharged and
during transit
7.5.4 Understand that some cargos may require stowage in
temperature controlled cargo holds during transit
7.5.5 Discuss the effects of snow, wind, current, ice
movement and ice pressure on cargo operations,
where no dock is available
7.5.6 Discuss methods to deal with the effects of snow,
wind, current, ice movement and ice pressure on
cargo operations
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 25
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
7.5.7 Discuss the potential lack of facilities for docking to
discharge cargo in polar waters including the potential
requirement for ship to ship transfer
7.5.8 Discuss arrangements for mooring a vessel to discharge
cargo onto the ice
7.5.9 Discuss arrangements for mooring a vessel offshore to
discharge liquid cargo to the beach or general cargo to
barges for transshipment to the beach
7.6 Passenger embarkation and disembarkation in
polar waters
7.6.1 Discuss embarking and disembarking passengers into
small boats/tenders when not docked in port
7.6.2 Discuss embarking passengers from and disembarking
passengers onto ice
7.6.3 Discuss precautions and procedures with regard to
encountering wildlife
7.7 Vessel superstructure or deck icing due to
freezing spray
7.7.1 Understand environmental conditions required to
make freezing spray possible
7.7.2 Understand factors that increase the possibility of
icing occurring
7.7.3 State the methods of identifying that icing is occurring
7.7.4 Discuss precautions that can be taken to prevent/
reduce the possibility of icing, including:
a. reduction of speed
b. changing heading
c. entering sheltered waters
d. entering warmer waters
7.7.5 Understand the danger of excessive ice accumulation
7.7.6 Explain the effect of icing on stability and trim
7.7.7 Demonstrate an example of ice accretion calculation to
ascertain added weight to ship
7.7.8 Describe methods for the removal of ice from
the following:
a. anchors including chain, windlasses and hawse
pipes
b. decks
c. deck machinery including mooring equipment
d. fire-fighting and lifesaving equipment
e. fittings
f. rigging
g. superstructure
26 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
7.7.9 Identify the methods and precautions that can be used
when de-icing the following:
a. ballast tanks and piping arrangements
b. fresh water tanks and piping arrangements
c. fire-fighting systems
d. lifesaving equipment
e. tank vents
7.7.10 Discuss technologies and design features used
to minimize the requirement to de-ice essential
equipment
8
Crew preparation, working conditions and safety R1, R2, R4, A1, A2, A3, A4,
R5,R7, R8, R9, A5, A6
R10
8.1 Safe working procedures for crew, specific to polar
environments
8.1.1 Recognize dangers when crew members are exposed
to low air temperatures including:
a. effects of wind chill
b. working time limitations may be required when
exposed to low air temperatures
c. fatigue problems due to noise and vibrations
during ice transit
T1, T2, TC1, TC5,
d. working in cold environments may increase TC6, TD1, TR4,
crew fatigue TUS3
8.1.2 Outline personal protective equipment required for
work in polar waters/low air temperatures
8.1.3 Recognize the hazards and precautions of falling
ice from overhead ship structures, antennae
and equipment
8.1.4 Recognize precautions to be taken when crew have to
work on ice covered surfaces
8.1.5 Recognize the benefits of using a buddy system
8.1.6 Identify medical/first aid issues related to working in
cold environments
8.1.7 Discuss the effects and precautions of extended
periods of daylight or darkness as it may affect
navigation and human performance when operating
in polar waters
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 27
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
8.2 Cold weather survival in polar waters
8.2.1 Identify need for extra supplies of food and clothing
8.2.2 Discuss requirements for and use of personal survival
equipment, with reference to Polar Code
8.2.3 Discuss requirements for and use of group survival
equipment, with reference to Polar Code
8.2.4 Discuss a real case study of survival in polar waters
and subsequent rescue attempt
8.3 Search and Rescue in polar waters
8.3.1 Recognize limitations of search and rescue availability
and responsibility in polar waters
8.3.2 Discuss limitations of search and rescue availability
and responsibility, including sea area A4 and its SAR
communication facility limitation
8.3.3 Discuss dangers related to wildlife when abandoning
ship in polar waters
9
Environment
9.1 Pollution prevention in polar waters
9.1.1 Discuss the need to recognize and adhere to regulatory
requirements pertaining to identified Particularly
Sensitive Sea Areas (PSSA) regarding discharge
9.1.2 Identify areas where shipping is prohibited or should R2, R3, R5 A1, A2, A3
be avoided
9.1.3 Identify special geographical areas in MARPOL T1, T2, TC4, TC6,
and specific regions such as Antarctica, Canadian TR4
Arctic, etc.
9.2 Oil spills and pollution
9.2.1 Recognize the effect of freezing and reduced viscosity
on liquid pollutants
9.2.2 Recognize limitations of cleanup methods in ice
infested waters, including:
a. absorbents
b. booms
c. chemical dispersants
d. in-situ burning
e. skimmers
9.2.3 Discuss the effects of snow, wind, current, ice
movement and ice pressure on oil spills and pollution
in polar waters
9.2.4 Discuss the impact on the environment and wildlife
resulting from pollution in polar waters
9.2.5 Highlight and refer to international/regional legislation
regarding enforcement and penalties against pollution
in polar waters
28 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part C: Detailed Teaching Syllabus
Detailed learning objective IMO references Textbooks/ Teaching aids
Bibliography
9.3 Garbage and waste
9.3.1 Discuss the need to plan for coping with accumulation
of garbage, bilge water and sewage due to reception
facilities not being widely available or non-existing in
polar waters. Make reference to statutory rules and
enforcement
10
Examples of trainee exercises
–– Navigating in ice waters using leads available / R2, R5 T1, T4, TC2, TC7, A1, A2, A5, A6,
thinner ice conditions by observance visually Regional Sailing A7
and by radar Directions, Tide
Tables,
–– Navigating in ice infested waters using available
leads / thinner ice conditions while in close
proximity to land
–– Navigating in iceberg, growlers, bergy bits
infested waters with minimal visibility (onset of
twilight or onset of daylight)
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 29
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Compliance Table
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe Basic knowledge of ice The expected learning outcome is that the trainee will be
operation of vessels characteristics and areas where able to:
operating in polar different types of ice can be
waters expected in the area of operation
1 Ice physics, terms, 1.2.1 Discuss the process of formation, growth, ageing,
formation, growth, ageing salinity and decay of sea ice
and stage of melt
1.2.2 Discuss the process of formation, growth, ageing,
salinity and decay of fresh water ice
1.2.3 Recognize the difference between compressive
and flexural strength of ice
1.8.1 Discuss the effect of meteorological conditions
and climate on ice formation
1.8.4 Discuss effects of common weather patterns on
ice formation for the Arctic and Antarctic
2 Ice types and 1.4.1 Identify the physical characteristics and key
concentrations identifiers of the following ice types:
a. first year sea ice
1. new ice/frazil
2. new ice/grease ice
3. new ice/shuga
4. new ice/dark nilas
5. new ice/light nilas
6. young ice/grey ice
7. young ice/grey white ice
8. thin first year ice (first stage)
9. thin first year ice (second stage)
10. medium first year ice
11. thick first year ice
b. second year sea ice
c. multi-year sea ice
1. light multi-year ice
2. heavy multi-year ice
d. fresh water ice
30 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 2 Ice types and e. glacial/land ice
operation of vessels concentrations
operating in polar (continued) 1. blocky iceberg
waters
2. bergy bit
(continued)
3. domed iceberg
4. dry-docked iceberg
5. growler
6. pinnacled iceberg
7. tabular iceberg
8. wedged iceberg
9. glacier
10. ice shelf
1.4.2 Identify the following forms of ice:
a. brash ice
b. pancake ice
c. Iie cake
d. small floe
e. medium floe
f. big floe
g. vast floe
h. giant floe
i. fast ice
j. strips
1.4.3 Recognize the following ice concentrations:
a. consolidated ice
b. compact ice
c. very close ice
d. close ice
e. open ice
f. very open water
g. open water
h. Iie free
i. drift ice
j. pack ice
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 31
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 2 Ice types and 1.4.4 Identify the following ice features:
operation of vessels concentrations
operating in polar (continued) a. blind lead
waters
b. crack
(continued)
c. finger rafted ice
d. flaw lead
e. floeberg (stamukha)
f. hummock
g. level ice
h. melt ponds
i. open lead
j. polynya
k. rafting
l. ridge
m. ridge keel
n. ridge sail
o. shore lead
p. thaw holes
q. ice rivers*
3 Ice pressure and 1.9.1 Discuss the causes of ice pressure
distribution
a. environmental
b. terrestrial
1.9.2 Understand the consequences of ice pressure and
how to recognize it in a practical way
1.9.3 Demonstrate continuous monitoring of ice
presence and ice movement resulting from
environmental forces such as wind, tide, while
navigating the vessel
1.9.4 Identify and interpret indicators of the presence of
ice pressure
a. environmental
b. ship’s performance
c. terrestrial
1.9.5 Introduce new developments to forecast ice
pressure based on meteorological indicators, such
as computer based modelling
* See textbook reference T5 Ice Phenomenon Threatening Arctic Shipping (2012)
32 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 4 Friction from snow 1.3.1 Recognize the increase in frictional resistance due
operation of vessels covered ice to snow cover
operating in polar
waters 3.2.3.2 Discuss how specialized ice coatings can reduce
(continued) frictional resistance in ice
4.3.9 Understand the relationship between hull
condition and friction, for ice transit
5 Implications of spray- 7.7.1 Understand environmental conditions required to
icing; danger of icing up, make freezing spray possible
precautions to avoid icing
up and options during 7.7.2 Understand factors that increase the possibility of
icing up icing occurring
7.7.3 State the methods of identifying that icing is
occurring
7.7.4 Discuss precautions that can be taken to prevent/
reduce the possibility of icing, including:
a. reduction of speed
b. changing heading
c. entering sheltered waters
d. entering warmer waters
7.7.5 Understand the danger of excessive ice
accumulation
7.7.6 Explain the effect of icing on stability and trim
7.7.7 Demonstrate an example of ice accretion
calculation to ascertain added weight to ship
7.7.8 Describe methods for the removal of ice from
the following:
a. anchors including chain, windlasses and
hawse pipes
b. decks
c. deck machinery including mooring
equipment
d. fire-fighting and lifesaving equipment
e. fittings
f. rigging
g. superstructure
6 Ice regimes in different 5.1.2 Forecast ice for different ice regimes:
regions. Significant
differences between the a. Arctic
Arctic and the Antarctic
b. Antarctic
first year and multi-year
ice, sea ice and land ice
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 33
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 7 Use of ice imagery to 1.5.1 List sources of ice advisories and forecasts
operation of vessels recognize consequences available to the vessel
operating in polar of rapid change in ice
waters and weather conditions 1.5.2 Recall the terminology used for ice reporting
(continued)
1.5.3 Interpret ice reports (including coding using the
Egg Code)
1.5.4 Discuss the contents of the various ice advisories
and forecasts
1.7.1 List the sources of ice imagery types that are
available:
a. Aircraft Synthetic Aperture Radar (SAR)
and Side Looking Airborne Radar (SLAR)
b. satellite
c. purpose of computer modelling by ice
forecasters
1.7.2 List the advantages and disadvantages of the
different ice imagery / reconnaissance systems
including:
a. cloud penetration
b. image resolution
c. infrared
d. satellite orbit parameters close to polar
regions
e. swath
f. visual
1.7.3 Analyse and interpret ice types and features using
SAR, SLAR, infrared and visual imagery for both
Arctic and Antarctic regions
1.7.4 Introduce new satellite technology and discuss
advantages/disadvantages (e.g. RadarSat 2, VIIRS,
Cryosat)
5.1.1 Interpret ice forecasts and imagery
5.1.3 Discuss how ice imagery/reports can be used to
predict changes in ice conditions
8 Knowledge of ice blink 1.6.1 Describe the signs of ice in the vicinity
and water sky
1.6.2 Recognize ice blink and water sky
1.6.3 Recognize a sudden drop in seawater temperature
to zero
34 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 8 Knowledge of ice blink 1.6.4 Recognize meteorological conditions that affect
operation of vessels and water sky visibility in ice covered waters including:
operating in polar (continued)
waters a. fog
(continued)
b. refraction
c. sea smoke
d. white outs
e. sea temperature
9 Knowledge of differential 1.8.3 Relate the differing effects of wind and current on
movement of icebergs drift/pack ice as opposed to icebergs
and pack ice
10 Knowledge of tides and 1.8.2 Discuss the effects of wind and current on
currents in ice ice motion
11 Knowledge of effect of 1.8.5 Discuss effects of common current patterns on ice
wind and current on ice movement for the Arctic and Antarctic
1.8.6 Discuss special phenomenon that could affect
operations in the Arctic and Antarctic
Contribute to safe Basic knowledge of vessel The expected learning outcome is that the trainee will be
operation of vessels performance in ice and low air able to:
operating in polar temperature
waters
1 Vessel characteristics 3.1.1 Describe the relationship between power, size
displacement, ice strength, ice design
3.1.2 Discuss the differences in ice transiting
performance of the following:
a. icebreakers
b. ice classed vessels with ice breaking bows
c. ice classed vessels without ice breaking
bows
d. vessels without ice class
4.5.1 Describe manoeuvring capabilities for different
ice transiting vessels (including icebreakers)
4.5.2 Describe manoeuvring capabilities of single, twin
and triple-screw vessels
4.5.3 Discuss the increased effect of rudders and
interaction with the propeller steam including:
a. turning circles
b. turning manoeuvre in ice, avoiding
collision-impact of stern and ship sides
c. star manoeuvre
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 35
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 2 Vessel types, hull designs 3.2.2.1 Discuss how bow design affects a vessel’s ice
operation of vessels transiting performance
operating in polar
waters 3.2.2.2 Describe how an icebreaking bow functions
(continued)
3.2.2.3 Understand that icebreaking bow designs can
vary in icebreaking and ice transiting performance
3.2.2.4 Identify an ice knife
3.2.2.5 Discuss advantages and disadvantages of
navigating with an ice knife
3.2.2.6 Identify reamers as fitted on an icebreaker
3.2.2.7 Discuss the advantages and disadvantages of
navigating with reamers
3.2.3.1 Discuss how hull design affects turning
performance in ice
3.2.4.1 Discuss how stern design affects a vessel’s
backing and turning performance in ice
3.2.4.2 Identify an ice horn
3.2.4.3 Discuss advantages and disadvantages of
operating with ice horn
3.2.4.4 Identify vessels with stern configurations designed
for stern first operation during ice transit
3.3.1 Discuss the fitting and purpose of bow propellers
3.3.2 Discuss the fitting and purpose of hull air
lubrication systems
3.3.3 Discuss the fitting and purpose of hull water
lubrication systems
3.3.4 Discuss icebreaker towing arrangements
3.3.5 Discuss the relevance of length to beam ratio
3.3.6 Discuss deep water and shallow water
icebreaking vessels
3.3.7 Discuss propulsion types
3.5.1 Explain the intact stability condition for an
icebreaking vessel when beached upon a large
ice floe
3 Engineering requirements 3.2.1.6 Discuss the basic ice class requirements,
for operating in ice relating to main propulsion machinery and
auxiliary systems
3.4.2 Discuss the relevance of displacement versus
propulsive power in ice operations
36 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 4 Ice strengthening 3.2.1.1 Outline the purpose of ice strengthening
operation of vessels requirements
operating in polar 3.2.1.2 Outline and compare Canadian, Finnish-Swedish
waters and Russian ice class designations
(continued)
3.2.1.3 Outline and compare Classification Society and
IACS ice class designations
3.2.1.5 Discuss the basic ice strengthening / ice class
requirements, relating to vessel structure
3.2.1.7 Discuss the application of ice strengthening
pertaining to impact loads and vibration on a
vessel’s structural components
5 Limitations of ice classes 3.2.1.4 Discuss limitations of the different ice classes
5.1.4 Discuss methods of estimating vessel capability in
ice, including:
a. Polar Ship Certificate
b. Guidance on methodologies for assessing
operational capabilities and limitations
in ice
c. Ice Certificates/Passport and their
limitations
d. Arctic Ice Regime Shipping System (AIRSS)
calculation in accordance with Canadian
Legislation
e. discuss POLARIS System under
IMO MSC.1/Circ.1519
6 Winterization and 7.1.1 Discuss the purpose and general requirements for
preparedness of vessel, winterization
including deck and
engine 7.1.2 Understand the need for winterization rules
7.2.1 Discuss preparation necessary before a ship is
brought into polar waters
7.3.1 Identify the conditions and measures to prevent
freezing of:
a. ballast tanks and piping arrangements
b. bridge windows
c. fire-fighting systems
d. freshwater tanks and piping arrangements
e. lifesaving equipment
f. tank vents
g. mooring ropes
h. bilge systems
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 37
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 6 Winterization and 7.3.2 Recognize the importance of fitting ship
operation of vessels preparedness of vessel, construction materials suitable for low air
operating in polar including deck and temperatures
waters engine
(continued) (continued) 7.3.4 Identify the preventative measures used to
maintain deck equipment in operational readiness
in low air temperatures
7 Low-temperature system 7.4.1 Identify how the following equipment/systems are
performance different for vessels designed to operate in a cold
environment:
a. accommodation and emergency escape
measures
c. ballast
d. bilge
e. bunkering
f. cooling
g. electrical
h. fire-fighting
i. lifesaving appliances
j. helicopter facilities
k. ventilation
8 Equipment and 7.4.1 Identify how the following equipment/systems are
machinery limitation in different for vessels designed to operate in a cold
ice condition and low air environment:
temperature
b. air intake
l. water intake/discharge
m. special fuel and engine starting aids for
lifesaving appliances
7.5.1 Discuss the effects of cold air temperatures on the
following cargo handling equipment:
a. cargo rigging
b. connections for transferring liquid cargos
c. cranes
d. derricks
e. lifting gear
f. hatch covers
9 Monitoring of ice 4.3.8 Discuss monitoring of ice pressure on the
pressure on hull vessel hull
10 Sea suction, water intake, 3.4.1 Discuss consequences and remedial action of
superstructure insulation ice ingestion with respect to sea suctions and
and special systems water intakes
38 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe Basic knowledge and ability to The expected learning outcome is that the trainee will be
operation of vessels operate and manoeuvre a ship able to:
operating in polar in ice
waters
1 Safe speed in the 4.1.4 Understand the importance of safe speed
(continued)
presence of ice
and icebergs 4.1.5 Demonstrate the proper methods of adjusting
speed and power-output, prior to ice contact,
upon ice contact and following open water leads
through ice infested waters
4.3.1 Outline factors to consider related to determining
safe speed for ice transit
4.3.3 Describe procedures to follow to ensure that safe
speed is maintained when transit is through ice
that is variable in concentration/type and includes
areas of open water including:
a. open waters
b. bergy waters
c. 1/10 to 6/10 ice concentration (“drift ice”)
d. 7/10 to 10/10 ice concentration (“pack ice”)
6.2.1 Explain the assessment of conditions relative
to safe speed which determine minimum and
maximum escort distance during icebreaker
assisted transits
2 Ballast tank monitoring 7.3.3 Understand the importance of closely monitoring
tanks or systems containing liquids that are
subject to freezing
3 Cargo operations in the 7.5.2 Discuss the effects of freezing and increased
polar waters viscosity of liquid cargos
7.5.3 Understand that some liquid cargos may require
heating before they are loaded or discharged and
during transit
7.5.4 Understand that some cargos may require
stowage in temperature controlled cargo holds
during transit
7.5.5 Discuss the effects of snow, wind, current, ice
movement and ice pressure on cargo operations,
where no dock is available
7.5.6 Discuss methods to deal with the effects of snow,
wind, current, ice movement and ice pressure on
cargo operations
7.5.7 Discuss the potential lack of facilities for docking
to discharge cargo in polar waters including the
potential requirement for ship to ship transfer
7.5.8 Discuss arrangements for mooring a vessel to
discharge cargo onto the ice
7.5.9 Discuss arrangements for mooring a vessel
offshore to discharge liquid cargo to the beach
or general cargo to barges for transshipment to
the beach
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 39
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 3 Cargo operations in the 7.6.1 Discuss embarking and disembarking passengers
operation of vessels polar waters into small boats/tenders when not docked in port
operating in polar (continued)
waters 7.6.2 Discuss embarking passengers from and
(continued) disembarking passengers onto ice
7.6.3 Discuss precautions and procedures with regard
to encountering wildlife
4 Awareness of engine 4.1.6 Discuss precautions and arrangements related to
loads and cooling sea inlets and cooling systems for ice transit
problems
4.1.7 Discuss factors and indicators concerning engine
loads and cooling problems
5 Safety procedures during 4.1.1 Explain the hazards in connection with draft and
ice transit trim in relation to ice transit
4.1.2 Discuss ballast conditions in relation to an ice belt
4.1.3 Outline factors to consider when entering ice
4.1.8 Discuss the importance of a checklist of
procedures for the Officer of the Watch (OOW)
to follow when entering ice
4.1.9 Explain the importance of bridge team
augmentation in the vicinity, approaching and
transiting ice
4.2.1 Relate the hazards of astern movements in ice
4.2.2 Demonstrate correct procedures for manoeuvring
astern in ice
4.2.3 Demonstrate correct rudder position when going
astern in ice
4.2.4 Explain the importance of bridge team
augmentation when backing in ice, if view from
bridge is insufficient
4.3.2 Outline environmental factors to consider when
determining route through ice infested waters
4.3.4 Demonstrate preparedness to change course and
speed at any given moment
4.3.5 Outline factors to consider when deciding on the
best route through the ice
4.3.6 Outline the advantages and disadvantages of
utilizing leads during ice transit
40 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Contribute to safe 5 Safety procedures during 4.3.10 Discuss proper procedures for dealing with the
operation of vessels ice transit following hazardous ice conditions during transit:
operating in polar (continued)
waters a. glacial and multi-year ice
(continued)
b. grounded ice
c. pressure and compression
d. ridging, hummocks and floebergs
(stamukha)
e. shear zones
4.5.4 Demonstrate a turning manoeuvre in ice, avoiding
collision/impact of stern and ship’s sides
4.6.1 Discuss the importance of bridge team
augmentation to improve situational awareness,
while navigating in ice infested waters
4.6.2 Explain the role of the Ice Navigator or Ice
Advisor and their authority and responsibilities
with respect to the officers on the bridge
6.1.3 Explain how to obtain icebreaker assistance
6.1.4 Determine if icebreaker assistance is required
through:
a. analysis of forecasted environmental
conditions
b. passage planning
c. recognition of prudent navigation practices
d. regulatory requirements
6.1.5 Demonstrate preparations and procedures
required by the escort vessel during ice escort
6.2.2 Describe the safety procedures for working with
an icebreaker during ice transit
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 41
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Monitor and ensure Basic knowledge of regulatory The expected learning outcome is that the trainee will be
compliance with considerations able to:
legislative requirements
1 Antarctic Treaty and the 2.1.1.1 Highlight and refer to relevant information from
Polar Code latest version of the Polar Code, including the
requirements in regulation 12.3.1, chapter 12
2.1.1.2 Recognize that the following documents contain
information relating to international requirements
for ice navigation in polar waters:
a. SOLAS, chapters V and XIV
b. STCW Convention, chapter V/4
c. UNCLOS, articles 194 and 234
d. MARPOL, annexes I, II, IV and V
e. Resolution MEPC.163(56) Guidelines for
ballast water exchange in the Antarctic
Treaty Area
f. MSC.1/Circ.1519 Guidance on
methodologies for assessing operational
capabilities and limitations in ice
2.1.1.4 Recognize that the following documents contain
information relating to national requirements for
ice navigation in polar waters:
a. Antarctic Treaty, Protocol, annexes and
recommendations
b. Madrid Protocol
2 Accident reports 2.1.1.3 Highlight and refer to relevant information from
concerning vessels in latest version of the following IMO regulations:
polar waters
a. SOLAS chapter V (accident reporting)
3 IMO standards for 2.1.2.1 Reference the legislation and communication
operation in remote areas requirements for the national/regional areas in
which they operate
2.2.1.1 Highlight relevant sections from the Polar Ship
Certificate, including Record of Equipment
for the Polar Ship Certificate, and shipboard
documentation relevant to the vessel’s operation
in polar waters:
a. Polar Waters Operations Manual (PWOM)
2.2.2.1 Reference the standards for the national/regional
areas in which they operate, see Part A, Course
framework.
42 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Apply safe working Basic knowledge of crew The expected learning outcome is that the trainee will be
practices, respond to preparation, working conditions able to:
emergencies and safety
1 Recognize limitations 5.2.1 Recognize the limitations of SAR communication
of search and rescue availability in sea area A4
readiness and
responsibility, including 6.1.1 Describe additional support services that are
radio area A4 and its available when icebreaker assistance is requested
Search and Rescue (SAR) (e.g. ice routeing, ice reconnaissance, advanced
communication facility notification, Search and Rescue)
limitation
6.1.2 Discuss levels of service and icebreaking priorities
for different regions
2 Awareness of 5.1.5 Explain contingency planning for polar waters
contingency planning
3 How to establish 8.1.2 Outline personal protective equipment required
and implement safe for work in polar waters/low air temperatures
working procedures for
crew specific to polar 8.1.3 Recognize the hazards and precautions of falling
environments such as low ice from overhead ship structures, antennae and
temperatures, ice covered equipment
surfaces, personal
8.1.4 Recognize precautions to be taken when crew
protective equipment,
have to work on ice covered surfaces
use of buddy system and
working time limitations 8.1.5 Recognize the benefits of using a buddy system
4 Recognize dangers when 8.1.1 Recognize dangers when crew members are
crews are exposed to low exposed to low air temperatures including:
temperatures
a. effects of wind chill
b. working time limitations may be required
when exposed to low air temperatures
5 Human factors including 8.1.6 identify medical/first aid issues related to working
cold fatigue, medical-first in cold environments
aid aspects, crew welfare
8.1.7 discuss the effects and precautions of extended
periods of daylight or darkness as it may affect
navigation and human performance when
operating in polar waters
6 Survival requirements 8.2.2 Discuss requirements for and use of personal
including the use survival equipment, with reference to Polar Code
of personal survival
equipment and group 8.2.3 Discuss requirements for and use of group
survival equipment survival equipment, with reference to Polar Code
8.2.4 Discuss a real case study of survival in polar
waters and subsequent rescue attempt
8.3.1 Recognize limitations of search and rescue
availability and responsibility in polar waters
8.3.2 Discuss limitations of SAR availability and
responsibility, including sea area A4 and its SAR
communication facility limitation
8.3.3 Discuss dangers related to wildlife when
abandoning ship in polar waters
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 43
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Apply safe working 7 Awareness of the most 4.3.7 Recognize the hazards associated with the
practices, respond to common hull and following, during ice transit:
emergencies equipment damages and
(continued) how to avoid these a. operating around icebergs
b. operating under reduced visibility
c. propeller ice interaction
d. ramming and pushing of ice
e. operating astern in first year ice, multi-year
ice and glacial ice
f. shallow water
g. transiting ice at night; use of searchlights
h. turning the vessel
i. wind speed and direction
j. during heavy weather near ice edge
k. snow covered ice
4.4.1 Understand the types of damage which may be
incurred for vessels operating in ice (e.g. damage
to hull/propeller/rudder, engine failure, ballast
tanks, etc.)
4.4.2 Discuss incident reports concerning vessel
damage sustained when operating in ice
4.4.3 Outline damage control measures that can be
used, taking into account that the vessel may
need to transit ice to get to repair facilities
8 Superstructure-deck 3.5.2 Explain the icing stability condition, along with
icing, including effect on corrective measures
stability and trim
3.5.3 Explain flooding, subdivision and damaged
stability criteria
9 Prevention and removal 7.7.9 Identify the methods and precautions that can be
of ice including the used when de-icing the following:
factors of accretion
a. ballast tanks and piping arrangements
b. fresh water tanks and piping arrangements
c. fire-fighting systems
d. lifesaving equipment
e. tank vents
7.7.10 Discuss technologies and design features used
to minimize the requirement to de-ice essential
equipment
10 Recognize fatigue 8.1.1 Recognize dangers when crew members are
problems due to noise exposed to low air temperatures including:
and vibrations
c. fatigue problems due to noise and
vibrations during ice transit
d. working in cold environments may
increase crew fatigue
44 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part C: Detailed Teaching Syllabus
Competence Knowledge, understanding and Detailed learning objective
proficiency
Apply safe working 11 Identify need for extra 5.3.1 Recognize that voyage planning, with respect to
practices, respond to resources, such as bunkers, must consider the following:
emergencies bunker, food and extra
(continued) clothing a. fuel consumption when working in the ice
is likely to be higher
b. infrastructure for bunkering may not be
widely available or not exist at all in polar
waters
c. manoeuvring capabilities may be impacted
by environmental and fuel efficiency
regulations (e.g. low sulphur emissions and
load limiters)
d. operating in polar waters may require
special bunkers
8.2.1 Identify need for extra supplies of food
and clothing
Ensure compliance with Basic knowledge of The expected learning outcome is that the trainee will be
pollution-prevention environmental factors and able to:
requirements and regulations
prevent environmental
1 Identify Particularly 9.1.1 Discuss the need to recognize and adhere
hazards
Sensitive Sea Areas to regulatory requirements pertaining to
(PSSA) regarding identified PSSAs regarding discharge
discharge
2 Identify areas where 9.1.2 Identify areas where shipping is prohibited or
shipping is prohibited or should be avoided
should be avoided
3 Special areas in MARPOL 9.1.3 Identify special geographical areas in MARPOL
and specific regions such as Antarctica, Canadian
Arctic, etc.
4 Recognize limitations of 9.2.1 Recognize the effect of freezing and reduced
oil-spill equipment viscosity on liquid pollutants
9.2.2 Recognize limitations of cleanup methods in ice
infested waters, including:
a. absorbents
b. booms
c. chemical dispersants
d. in-situ burning
e. skimmers
5 Plan for coping with 9.3.1 Discuss the need to plan for coping with
increased volumes of accumulation of garbage, bilge water and sewage
garbage, bilge water, due to reception facilities not being widely
sewage, etc. available or non-existing in polar waters. Make
reference to statutory rules and enforcement
6 Lack of infrastructure 5.3.2 Recognize that infrastructure for replenishment of
ship’s stores may not be widely available or not
exist at all in polar waters
5.3.3 Recognize that infrastructure for vessel repair, in
the event of breakdown or damage, may not be
widely available, or not exist at all in polar waters
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 45
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
Competence Knowledge, understanding and Detailed learning objective
proficiency
Ensure compliance with 7 Oil spill and pollution 9.2.3 Discuss the effects of snow, wind, current, ice
pollution-prevention in ice, including movement and ice pressure on oil spills and
requirements and consequences pollution in polar waters
prevent environmental
hazards 9.2.4 Discuss the impact on the environment and
(continued) wildlife resulting from pollution in polar waters
9.2.5 Highlight and refer to international/regional
legislation regarding enforcement and penalties
against pollution in polar waters
46 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Licensed to MSCA LTD for 1 copy. © IMO
Part D: Instructor Manual
The instructor manual provides guidance on the material that is to be presented during the course. The
course material reflects the mandatory minimum requirements for the training and qualifications of masters,
chief mates and watchkeeping officers for the safe navigation of a vessel in a polar region as specified in
regulation V/4 of the International Convention on Standards of Training, Certification and Watchkeeping for
Seafarers (STCW), 1978, as amended – Special training requirements for personnel on certain types of ship.
The competencies stipulated in table A-V/4-1 of the STCW Code have been divided into the topics contained
in Parts B and C of this course and reflect how the instructors should design and conduct their course. This
is for guidance only.
The texts used as references throughout the course mentioned in Part A, Course framework are teaching
aids (A), IMO references (R), textbooks (T), bibliography (B), and videos (V).
The course outline, timetable and lesson plan provide guidance on the time allocations for the course material,
but the instructor is free to make adjustments as deemed necessary. The detailed teaching syllabus should be
studied carefully. Lesson plans or lecture notes should be compiled where appropriate.
Throughout the course, it is important to stress that relevant rules and regulations must be strictly observed
and all precautions taken to maximize safety and minimize harmful effects to the environment.
Training outcomes identified in Part B, Course outline, could be taught better using a ship handling and
navigation bridge simulator programmed for shipboard operations in ice infested waters.
Upon completion of this course trainees will be assessed using the criteria in column 4 of the table A-V/4-1
of the STCW Code. Instructors should, therefore, make certain that the teaching methods, lesson plans and
simulator exercises focus on the desired outcome.
Specific training guidance is presented below.
TOPIC 1 ICE NOMENCLATURE, CHARACTERISTICS AND DETECTION
The objective of this section is to enable trainees to gain a practical understanding of the characteristics of ice,
the interpretation of ice forecasts and the methods used to detect ice.
1.1 Course introduction
Before commencing with instruction on the detailed teaching syllabus, the instructors should provide a course
overview to introduce the learning objectives and main topics to the trainees. The instructors should determine
if the trainees have any experience in ice navigation.
1.2 Ice physics formation, growth, ageing and stages of melt
Instructors should note that the trainees in this basic level course are required to have a basic understanding
of the formation of ice and how this impacts its strength. The intent is not to require detailed calculations to
determine ice strength, but rather to have a good understanding of the factors influencing the strength of ice
throughout its lifecycle.
1.3 Snow covered ice
Instructors should ensure that trainees understand that snow coverage has an increased resistance to ships
travelling through ice which may impact the ability of the ship to pass through certain areas of an ice field.
1.4 Ice types, concentrations and features
Instructors should emphasize that a key skill for watchkeepers transiting through ice covered waters is to be
able to visually recognize the various types of ice, floe sizes and ice features so that unexpected changes in ice
conditions can be detected, assessed and reported. The instructors should concentrate their efforts in enabling
the trainees to correlate images of different ice types with the World Meteorological Organization (WMO) ice
nomenclature and to be aware that WMO features may have alternative names in different regions of polar
waters. It is essential that trainees understand that ice recognition is an essential part of maintaining a proper
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 47
Licensed to MSCA LTD for 1 copy. © IMO
Basic training for ships operating in polar waters
lookout in ice covered waters and in the determination of safe speed. Instructors should ensure that trainees
can accurately recognize ice types and ice features (such as multi-year ice, glacial ice, ridges and shear zones)
which may require an immediate reduction in the ship’s speed to allow an opportunity to fully assess the
situation.
1.5 Ice reports, ice reporting, coding and terminology
With the underpinning knowledge developed in the previous sections, the trainees should be able to understand
the information being supplied through ice reports and forecasts. The aim of this section is to enable trainees
to locate sources of ice advisories and forecasts and to enable them to interpret egg codes used on ice charts.
Instructors are encouraged to obtain sample copies of ice forecasts and advisories, from both the Arctic and
Antarctic, to enable trainees to highlight the types of information contained therein. Instructors should also
note that the trainees should not be required to interpret egg codes from memory, but are encouraged to be
able to use references.
1.6 Signs of ice in the vicinity
The instructor should stress the importance of watchkeepers to remain vigilant for signs of ice in the vicinity
especially when approaching an ice edge. The instructor should note that the physical characteristics of ice
can modify the environment in its vicinity and alert the seafarer before ice can be seen visually or detected
by radar. Instructors should also note that open water can be detected while in an ice field by observing
changes in the environment. Images to illustrate changes like ice blink and water sky should be presented to
the trainees so that they can recognize the phenomenon while at sea.
1.7 Ice imagery
For the basic course the context of interpreting ice images is to supplement information provided by ice
forecasts and reports, as well as ice detected by the vessel itself, to make a full appraisal of the current
situation. The use of ice imagery to develop or modify a passage plan is covered in the Advanced course and
does not need to be covered in the Basic course.
Instructors should focus on enabling their trainees to understand the characteristics of the various sensors
used to collect ice images and how to identify main ice features relevant to safe navigation within an ice
image. Providing samples of images from radar, visual and infrared sensors will help trainees understand the
capabilities of each type of sensor. While a detailed understanding of interpreting all features contained in an
ice image is beyond the scope of the course as this task is normally performed by specially trained personnel,
instructors should highlight features which are difficult for the experts to interpret without ground truthing (e.g.
lack of backscatter in a radar image may be caused by multiple factors).
Instructors should focus on having trainees identify key features such as ice edges, open leads, areas of high
and low concentration, floe sizes and the presence of glacial ice and correlating them to the ship’s current
location. Instructors should ensure that trainees are aware of the limitations of various sensors in detecting
certain ice features and that viewing images from different sensors is normally required to get an accurate
interpretation of the image.
Instructors should also be aware of the introduction of new sensor technologies and be prepared to discuss
the characteristics and areas of coverage of new sensors as they become available.
1.8 Effects of weather patterns, current, tide and wind on ice formation and motion overview
The instructor should note that ice conditions may change rapidly and that actual conditions may differ
substantially from the latest observation, image and forecast. The goal of this section is to enable trainees to
understand how environmental conditions can cause rapid changes in ice regimes so that they can assess the
impacts of deviations in weather forecasts or normal current flows on the ice encountered by the ship. The
instructor should relate the differing effects of wind and current on drift/pack ice as opposed to icebergs.
The instructor should note that ice forecasts and charts are developed by specialized personnel with access to
sophisticated mathematical models. The accuracy of the forecasts produced, however, is very much influenced
by the quality and availability of observed data from the polar regions. Instructors should ensure that trainees
48 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part D: Instructor Manual
are aware of the impact on the accuracy of forecasts caused by the age of the latest ice reconnaissance as well
as any deviations between predicted weather conditions and conditions actually encountered by the vessel.
1.9 Ice pressure and distribution
The instructor should note that a key objective in navigating in polar waters is to avoid pressurized ice to
the extent possible. The focus of this section is to ensure that trainees understand the factors which can
cause ice to come under pressure, the impacts on the ship should it encounter pressurized ice, and the
practical methods to predict and detect ice pressure in the vicinity of the vessel. Instructors should reiterate the
importance of vigilant watchkeeping since many signs of pressure are detected visually as well as by changes
in ship performance.
TOPIC 2 REGULATIONS AND STANDARDS
The objective of this section is to familiarize trainees with the specific regulatory requirements related to
operating in polar waters, while the main focus is on the Polar Code and the Polar Waters Operations Manual
(PWOM). This section also covers the key elements contained in other international instruments as well as an
overview of regional requirements relevant to operating in polar waters.
2.1 Regulations
Instructors should focus on developing a working knowledge of the key legislative requirements related to
operating in polar waters. Trainees are not required to commit the various legislative requirements to memory,
but should be able to locate specific requirements within the relevant documents.
The scope of the section includes both international and regional requirements. The primary focus of the
review of international legislation is a comprehensive review of polar-specific instruments such as the Polar
Code and the Antarctic Treaty. Trainees should already have a working knowledge of key international
instruments such as SOLAS, MARPOL and STCW conventions so the aim of the instructor should be to
highlight the polar-specific provisions within these instruments.
The instructor has latitude to focus the discussion of regional requirements to areas relevant to where the
trainees are likely to operate. For a generic course, instructors should highlight the existence and importance
of regional legislation and provide an overview on the items which may be covered by regional legislation.
The instructor should note that practical exercises in interpreting and applying specific legislative requirements
occur later in the Basic course as well as in the Advanced course. The instructor should also note that a more
detailed review of the PWOM is covered in the next section related to operating standards and need not be
covered in detail in this section.
2.2 Standards
Instructors should use samples of a Polar Ship Certificate, a record of equipment and a PWOM to illustrate the
type of information carried on board the ship. Instructors should be aware that at a later stage of this course,
trainees will be required to extract information from sample shipboard documentation in order to complete
practical exercises.
TOPIC 3 VESSEL CHARACTERISTICS
The objective of this section is to provide a basic understanding of how vessels are designed and strengthened
to operate in polar waters. Trainees are expected to build upon their existing knowledge of ship construction
and stability to be able to complete this section.
3.1 Vessel types
The instructor should emphasize the impacts of power, size, displacement, ice strengthening and hull design
on the various types of vessel operating in polar waters. A broad understanding of vessel ice transiting/
icebreaking capabilities coupled with and understanding of ice properties will facilitate the learning of shipping
control systems later in the Basic course and in performing risk assessments during practical exercises.
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 49
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Basic training for ships operating in polar waters
3.2 Hull design
In the first part of this section, the instructor should identify the various ice classification systems in place and
their basic requirements. Trainees are not expected to be able to perform hull design calculations nor to create
specifications for the building of vessels, but rather to have an appreciation of the performance capabilities
and limitations associated with the various class designations.
The remaining parts of this section focus on gaining an understanding of common hull features typically
incorporated into ice strengthened vessels and the impacts the features have on the operational capabilities of
the vessel. Instructors should illustrate the various features using photographs or diagrams of ice strengthened
vessels.
3.3 Enhanced icebreaking design features
Instructors should illustrate the various features found on vessels specifically designed to perform icebreaking
using photographs or diagrams of icebreaking vessels with emphasis on discussing the operational impacts of
the features.
The instructor should indicate that while some merchant vessels have incorporated icebreaking features into
their design, the provision of icebreaking services is a specific topic beyond the scope of the Basic course.
3.4 Propulsion
The instructor should highlight that operating in ice not only increases the resistance on the hull, but can also
impact the operation of the engine by interfering with its seawater cooling system.
3.5 Subdivision and stability for ice strengthened vessels
The instructor should note that trainees will already have basic knowledge of ship stability including centre
of gravity, metacentric height, and righting arms, and that teaching these concepts is not within the scope of
this training course.
The instructor should focus on describing how the specific hazards of beaching on a floe, freezing spray and
hull breaches may impact the ship’s stability and the measures taken to minimize the risk of capsizing.
While performing a stability calculation is not required to meet the objectives of this section, instructors
are encouraged to illustrate the impacts of the identified stability hazards through a representative stability
calculation.
TOPIC 4 MANOEUVRING IN ICE
The objective of this section is to enable the watchkeeper to successfully follow a passage plan prepared for
operating in ice covered waters. The focus of the training in the basic course is on transiting through ice while
maintaining a proper bridge watch. The advanced course covers topics related to precision manoeuvring in
ice and ice management using the vessel.
4.1 Approaching and entering ice
The instructor should emphasize that a key objective is to avoid entering ice where possible. The instructor
should outline factors to consider when it becomes necessary to enter ice and that the vessel must be fully
prepared before entering the ice. The instructor is to emphasize the importance of maintaining safe speed
when entering and transiting ice.
Instructors should illustrate the key points in this section through practical exercises using simulation where it
is available. Trainees should be able to understand the rationale for the various recommended activities and
the intention behind any checklists or guidelines provided to the bridge team related to ice entry.
4.2 Manoeuvring astern
The instructor should focus on highlighting the risks of manoeuvring astern in ice and the measures taken to
mitigate those risks.
50 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part D: Instructor Manual
Instructors should illustrate the key points in this section through practical exercises using simulation where it
is available.
4.3 Transiting ice
The objective of this section is to gain practical understanding of the techniques used to ensure safe transit
through ice that is variable in concentration and type. The emphasis in this section is the safe execution of a
passage plan and not the passage planning process itself which is covered in the Advanced course.
Instructors should emphasize that vigilance is required to ensure that the ship is always moving at a safe
speed relative to the ice which is encountered and to the capabilities of the ship. This section provides an
opportunity for trainees to start to synthesize the information provided in the previous sections related to
ice feature recognition and ice strengthening. The instructors should discuss the hazards associated with ice
transit and describe procedures for dealing with dangerous ice conditions.
Instructors should illustrate the key points in this section through practical exercises using simulation where
it is available. Practical exercises should contain situations where trainees are required to detect changes, or
imminent changes, to the ice regime which will require alterations in speed and/or course.
4.4 Vessel damage
Instructors should highlight the types of damage which can occur while transiting ice and associated damage
control measures which are available should damage occur. Instructors should also emphasize that the polar
regions have scarce repair facilities and that the ship needs to be prepared to respond to incidents which may
occur. This section also provides the instructor with an opportunity to discuss augmented accident reporting
requirements in many regions in polar waters.
4.5 Vessel manoeuvring capabilities in ice
Instructors should note that some vessel design features can result in fundamentally different ice manoeuvring
characteristics and that the trainee must be aware of these differences when transiting through the ice.
Instructors should illustrate the key points in this section through practical exercises using simulation where it
is available. Practical exercises should contain situations where trainees are required to perform manoeuvres
in differing ice conditions so that they can get an appreciation for the types of change in manoeuvring which
could be expected.
4.6 Bridge watchkeeping
The instructor should note that the principles of bridge resource management require the bridge team to assess
workload and to augment the bridge team as required when the situation warrants. The instructor should
highlight situations to illustrate that operating in ice is highly dynamic and that the workload of the bridge team
may dramatically increase during ice transit. Trainees should understand that the bridge team may need to
be augmented especially to keep a vigilant lookout to detect situations where an immediate change in course
and/or speed is required.
The instructor should also describe the role of specialized ice advisors who may be employed during an ice
transit and how they can augment the bridge team.
TOPIC 5 PASSAGE PLANNING AND REPORTING
The objective of this section is to enable the trainees to recognize and react to changing conditions which may
require minor deviations to the passage plan or the activation of a contingency plan. In addition to discussing
the impacts of changing ice conditions, this section also covers factors to consider related to communications
and support logistics while operating in polar waters.
5.1 Passage planning
The instructor should note that while it is to be expected that a vessel transiting through ice will need to make
minor deviations from the intended route, it is also possible that rapid changes in ice conditions may require
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Basic training for ships operating in polar waters
the implementation of a contingency plan or the creation of a new passage plan. The creation of passage plans
is covered in the Advanced course and trainees are not expected to create a passage plan in the Basic course.
Instructors are encouraged to use a practical example of a substantial change in ice conditions from the
conditions anticipated in the passage plan. A useful method to cover the material is to analyse ice imagery,
weather forecasts and ice charts to predict an impending change in ice conditions along the intended route.
Instructors should then review the documentation which may be available to the bridge team and illustrate
how the documentation can estimate the vessel’s capability in differing ice conditions. Finally, the instructor
should highlight the importance of contingency planning for polar operations given the highly dynamic nature
of ice conditions.
5.2 Communications
Instructors should highlight the practical limitations of sea area A4 communication methods in polar waters
through practical examples. Instructors should also be aware that some trainees may only have a Restricted
Operator’s certificate and that it may be necessary to provide a brief overview of the operational characteristics
of communication equipment used in sea area A4.
5.3 Provisioning and vessel services
Instructors should highlight that the lack of infrastructure in polar waters is a significant logistic consideration
for repairs and resupply. In particular, the instructor should illustrate how fuel management is critical to
successful polar operations. Instructors are encouraged to use practical examples to show how increased fuel
consumption due to ice operations combined with a lack of refuelling facilities may require a dramatic change
in the passage plan. Instructors should also note how the characteristics of fuels used in polar regions can also
impact the manoeuvrability of the vessel.
TOPIC 6 ICEBREAKER ASSISTANCE
The objective of this section is to provide the trainee with an overall understanding of operating with an
icebreaker while in transit through the ice. The focus in the Basic course is on understanding the contexts in
which icebreaking assistance may be provided and the techniques used to maintain a safe speed and distance
while in transit. The Advanced course covers manoeuvring in concert with an icebreaker in more detail.
6.1 Icebreaker requirement
The instructor should note that operating with icebreaker assistance is common in polar waters. The objective
of the training in the Basic course is to gain understanding of the types of assistance that an icebreaker can
provide, the situations in which icebreaker assistance may be required, the methods for requesting assistance
and the proper methods to prepare for icebreaker assistance. The Advanced course will cover topics related
to manoeuvring while under icebreaker escort.
Instructors are encouraged to use practical exercises, using simulators where available, to enable trainees to
demonstrate the proper procedures to request and prepare for icebreaker assistance.
6.2 Safe speed and distance
Instructors are encouraged to use practical exercises, using simulators where available, to illustrate how a
vessel maintains a safe speed and distance while transiting under icebreaker escort.
TOPIC 7 VESSEL PERFORMANCE IN POLAR WATERS/LOW AIR TEMPERATURES
The objective of this section is to develop practical understanding of the unique challenges of operating in
low air temperatures. Topics include protection of equipment, conducting cargo operations and icing caused
by freezing spray.
7.1 Classification society rules for vessel winterization
The instructor should discuss the need for winterization and review the classification rules which provide
instructions on how to prepare the vessel for low air temperatures. Trainees are required to understand the
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Part D: Instructor Manual
overall requirements for winterization and to be able to locate specific requirements given documentation
provided by a classification society. Trainees are not expected to memorize specific winterization requirements.
7.2 Ship’s preparations for low air temperature
The instructor should lead a discussion on the steps required to prepare the ship prior to arriving in polar
waters.
7.3 Freezing of equipment
The instructors should note the vulnerabilities of specific equipment to the effects of freezing and the measures
to be taken to avoid freezing. The use of photographs to illustrate how equipment can be damaged due to
freezing will help trainees to visualize the risks associated with freezing.
7.4 Ship equipment/systems in cold environment
The instructor should highlight the operating principles of ship equipment which may be designed to operate
in cold environment. Supplementing the discussion with photographs or engineering drawings will help the
trainees to understand how the design features protect against cold environments.
7.5 Cargo operations in polar waters
Instructors need to focus not only on how to use cargo handling equipment in cold environment, but also
how the properties of the cargo itself are impacted by cold environment and the methods used to protect the
cargo from damage.
Instructors should also highlight how the lack of infrastructure, as well as operating in dynamic ice conditions,
may require special techniques to discharge cargos in polar waters. The use of photographs and diagrams will
help trainees visualize the methods used as well as the risks associated with each method.
7.6 Passenger embarkation and disembarkation in polar waters
Instructors should note that excursions for passengers, both ashore and on the ice is a common feature of
expeditions in polar waters. Instructors should highlight that the lack of facilities and the presence of wildlife
requires special techniques to be used to ensure the safety of the passengers while on excursions away from
the vessel. The use of photos will help trainees to visualize the techniques used and the associated risks.
Instructors are not to confuse this section with abandoning the ship in ice which is covered in the Advanced
course.
7.7 Vessel superstructure or deck icing due to freezing spray
Instructors should note that icing due to freezing spray is a common occurrence when operating in low air
temperatures. Photographs of superstructure icing will help trainees visualize the magnitude of the problem
and the risks associated with clearing ice from the vessel. To emphasize the potential impacts of icing on the
safety of the vessel, trainees should be required to perform a basic stability calculation to illustrate the impacts
on list and trim as well as on the movement of the centre of gravity.
TOPIC 8 CREW PREPARATION, WORKING CONDITIONS AND SAFETY
The objective of this section is to provide overview of the risks to personal safety when operating in polar
environments.
8.1 Safe working procedures for crew, specific to polar environments
Instructors should be aware that the topics in this section are intended to supplement information the trainees
would have received in basic safety training, and that care should be taken to avoid covering materials which
had been previously taught.
Instructors should note that operating in low air temperatures, with frozen decks and large seasonal changes
in daylight hours will have an impact on how the crew behaves in their work environment. An overall goal
of the instructor is to ensure that trainees have the necessary knowledge to conduct a proper personal risk
assessment when operating under unusual working conditions.
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8.2 Cold weather survival in polar waters
Instructors should note that surviving in cold weather in polar waters requires specialized techniques and
equipment. Using the Polar Code as a reference, trainees should have practical understanding of the special
equipment which may be required. The use of case studies describing instances of polar survival will help
trainees better understand the requirements.
8.3 Search and Rescue in polar waters
Instructors should note that the lack of infrastructure in polar waters, coupled with limited communication in
sea area A4, will place limitation on the SAR response available for incidents in polar waters. Instructors are
encouraged to refer to the Global SAR plan to highlight the limited resources which would be available for
SAR in polar regions.
TOPIC 9 ENVIRONMENT
The objective of this section is to highlight the specific requirements for pollution prevention, spill response
and garbage management required in polar waters.
9.1 Pollution prevention in polar waters
Trainees should be able to identify specific international requirements and protected areas by referring to
MARPOL, Polar Code and other regional requirements. Instructors are encouraged to use practical exercises
to help trainees understand the special requirements related to operating in polar waters.
Instructors should note that special areas are defined under MARPOL annexes I, IV and V as sea areas where,
for recognized technical reasons in relation to their oceanographical and ecological conditions, and to the
particular character of their sea traffic, the adoption of special mandatory methods for the prevention of
pollution of the sea from ships by oil, sewage or garbage, as applicable, is required. Under MARPOL, special
areas are provided with a higher level of protection than other sea areas. Antarctic has been designated
as a special area under MARPOL annexes I and V, and in developing the Polar Code, those more stringent
requirements are extended to the Arctic, while new requirements are introduced for both Antarctic and Arctic.
Instructors should highlight that Part II-A of the Polar Code includes mandatory provisions in chapters covering
the following topics:
Prevention of pollution by oil
–– prohibit any discharge into the sea of oil or oily mixtures from any ship operating in Arctic waters
(MARPOL annex I already contains the same requirement for ships operating in Antarctic area)
–– a phase-in period for existing ships operating in Arctic waters, and
–– for new category A and B ships with an aggregate oil fuel capacity of less than 600 m3, structural
requirements including protective location of fuel-oil and cargo tanks (oil tankers with 600
tonnes deadweight and above shall meet double hull requirements under MARPOL annex I).
Control of pollution by noxious liquid substances (NLS) in bulk
–– prohibit any discharge into the sea of noxious liquid substances, or mixtures containing such
substances from any ship operating in Arctic waters (MARPOL annex II already contains the
same requirement for ships operating in Antarctic area), and
–– Administrations may introduce additional carriage requirements for type 3 ship NLS cargoes.
Prevention of pollution by sewage from ships
–– additional restrictions in respect to discharge distance from any ice-shelf or fast ice and areas of
ice concentration exceeding 1/10, and
–– for new category A and B ships and all passenger ships, discharge of sewage shall be through an
approved sewage plant.
54 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Instructors should also note the following environmental protection recommendations in the Polar Code:
Heavy fuel oil
MARPOL annex I prohibits carrying heavy fuel oil (HFO) as cargo or fuel in the Antarctic area and ships are
recommended to follow the same practice when operating in Arctic waters. A report from DNV* indicates that
in 2012 around 28% of ships operating in the Arctic with HFO accounted for some 75% of total bunker mass
on board all ships in the region. The potentially serious consequences of an HFO spill in the Arctic demands
in depth consideration.
Non-toxic biodegradable lubricants or water-based systems should be considered in lubricated components
located outside the underwater hull with direct seawater interfaces, like shaft seals and slewing seals.
Ballast water management – Additional guidance under other environmental conventions
and guidelines
In selecting the ballast water management system, attention should be paid to limiting conditions specified in
the appendix of the Type Approval Certificate and the temperature under which the system has been tested,
in order to ensure its suitability and effectiveness in polar waters.
Anti-fouling and bio-fouling
In order to minimize risk of invasive aquatic species transfers via biofouling, measures should be considered
to minimize the risk of more rapid degradation of anti-fouling coatings associated with ice operations in polar
waters. Reference is made in particular to the 2011 Guidelines for the control and management of ships’
biofouling to minimize the transfer of invasive aquatic species (resolution MEPC.207(62)).
Instructors may find the following table a useful example of anti-fouling system characteristics taken into
consideration by some ice-going ships.
Hull Sea Chest
Year round operation in ice covered –– abrasion resistant coating
polar waters
–– compliant with the AFS
Convention. Thickness of
anti-fouling system to be decided
by the shipowner
Intermittent operation in ice-covered –– abrasion resistant low friction –– compliant with the AFS
polar waters ice coating Convention. Thickness of
anti-fouling system to be decided
–– in sides, above bilge keel,
by the shipowner
max thickness of anti-fouling
system 75μm, to protect
hull between application of
anti-fouling system and next
anticipated voyage to ice
covered waters
–– in bottom area thickness to be
decided by shipowner
–– composition of anti-fouling
system should also be decided
by the shipowner
Category B and C vessels –– compliant with the AFS –– compliant with the AFS
Convention. Thickness of Convention. Thickness to be
anti-fouling system to be decided decided by the shipowner
by the shipowner
*
DNV (2013). HFO in the Arctic-Phase 2, for Norwegian Environmental Agency, DNV Doc. No./Report No.: 2013-1542-16G8ZQC-
5/1, 6, 33 (2013)
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9.2 Oil spills and pollution
Instructors are encouraged to illustrate how the principles of pollution response strategies are impacted when
operating in polar waters. The use of photographs and videos will help trainees understand the limitations of
recovering oil spills in polar waters.
Instructors should note that the Polar Code addresses the planning for ship-source spills in ice covered regions
by including mandatory Ship Oil Pollution Emergency Plan (SOPEP). Ice often extends the time available to
plan and execute an offshore response by containing, concentrating and trapping the oil for long periods in
a fresh state. At the same time, low temperatures, snow cover and increased oil thickness can reduce the
rate of evaporation and lead to longer persistence. In terms of ‘fate behaviour’, spills in ice are fundamentally
different from spills in open water. Response techniques that work in open water and temperate regions may
be ineffective or provide much reduced effectiveness in cold, snow and ice. Reference should be made to
the IMO Guide to oil spill response in snow and ice conditions, which provides useful guidance on planning
and operations that are directly associated with response to marine oil spill in ice and snow conditions.
9.3 Garbage and waste
Instructors should ensure that trainees are aware that there are limited facilities available to properly discharge
garbage and that proper waste management is an essential requirement in any voyage in polar waters.
Instructors should highlight the following provisions and recommendations in the Polar Code related to the
prevention of pollution by garbage from ships:
–– Additional restrictions to the permitted discharges (under MARPOL annex V, discharge of all
garbage into the sea is prohibited, except as provided otherwise) in respect of discharge distance
from any ice-shelf or fast ice and areas of ice concentration exceeding 1/10, and
–– Prohibit discharge of animal carcasses in Arctic waters (MARPOL annex V already contains the
same requirement for ships operating in Antarctic area).
In order to minimize the risks associated with animal cargo mortalities, consideration should be given to how
animal carcasses will be managed, treated and stored on board when ships carrying such cargo are operating
in polar waters. Reference is made in particular to the 2012 Guidelines for the implementation of MARPOL
Annex V (resolution MEPC.219(63), as amended by resolution MEPC.239(65)) and the 2012 Guidelines for the
development of garbage management plans (resolution MEPC.220(63)).
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Part E: Evaluation and Assessment
The effectiveness of any evaluation depends to a great extent on the precision of the description of what is to
be evaluated. The detailed teaching syllabus is thus designed to assist the instructors, with descriptive verbs to
specify the level on which the person should be able to operate.
Evaluation is a way of finding out if learning has taken place. It enables the assessor (instructor) to ascertain
if the learner has gained the required skills and knowledge needed at a given point towards a course or
qualification.
The purpose of evaluation is to:
–– assist student learning
–– identify students’ strengths and weaknesses
–– assess the effectiveness of a particular instructional strategy
–– assess and improve the effectiveness of curriculum programmes, and
–– assess and improve teaching effectiveness.
The evaluation methods must be based on clearly defined objectives, which must truly represent what is
meant to be assessed; for example, only the relevant criteria and the syllabus course guide. There must be a
reasonable balance between the subject topics involved and the testing of trainees’ knowledge, understanding
and proficiency of the concepts. To be reliable, an evaluation procedure should produce reasonably consistent
results no matter which set of papers or version of the test is used.
Column 3 – Methods for demonstrating competence and Column 4 – Criteria for evaluating competence in
table A-V/4-1 (Specification of minimum standard of competence in basic training for ships operating in polar
waters) of STCW Code, set out the methods and criteria for evaluation. Instructors should refer to this table
when designing the assessment.
Instructors should also refer to the guidance as given in part B-II/1 of the STCW Code, as quoted below.
Evaluation of competence
“17 The arrangements for evaluating competence should be designed to take account of different methods
of assessment which can provide different types of evidence about candidates’ competence, e.g.
.1 direct observation of work activities (including seagoing service);
.2 skills/proficiency/competency tests;
.3 projects and assignments;
.4 evidence from previous experience; and
.5 written, oral and computer-based questioning techniques.
18 One or more of the first four methods listed should almost invariably be used to provide evidence of
ability, in addition to appropriate questioning techniques to provide evidence of supporting knowledge and
understanding.”
To assist and aid the instructors, some extracts of assessment guidelines detailed from another IMO model
course are used to explain in depth.
Multiple choice questions
Marking or scoring is easier if multiple-choice test items are used, but in some cases difficulties may arise in
creating plausible distracters.
Detailed sampling allows immediate identification of errors or principle and those of a clerical nature. It must
be emphasized that this holds true, in general, only if the test item is based on a single step in the overall
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calculation. Multiple-choice items involving more than one step may, in some cases, have to be resorted to
in order to allow the creation of a sufficient number of plausible distracters, but care must be exercised to
ensure the distracters are not plausible for more than one reason if the nature of the error made (and hence
the distracter chosen) is to affect the scoring of the test item.
Compiling tests
Whilst each examining authority establishes its own rules, the length of time which can be devoted to assessing
the competence of candidates for certificates of competency is limited by practical, economic and sociological
restraints. Therefore, a prime objective of those responsible for the organization and administration of the
examination system is to find the most efficient, effective and economical method of assessing the competency
of candidates. An examination system should effectively test the breadth of a candidate’s knowledge of the
subject areas pertinent to the tasks he/she is expected to undertake. It is not possible to examine candidates
fully in all areas, so in effect the examination samples a candidate’s knowledge by covering as wide a scope
as is possible within the time constraints and testing his/her depth of knowledge in selected areas.
The examination as a whole should asses each candidate’s comprehension of principles, concepts and
methodology; his/her ability to apply principles, concepts and methodology; his/her ability to organize facts,
ideas and arguments and their abilities and skills in carrying out those tasks that they would be called upon to
perform in the duties he/she is certified to undertake.
All evaluation and testing techniques have their advantages and disadvantages. An examining authority should
carefully analyse precisely what it should be testing and can test. A careful selection of test and evaluation
methods should then be made to ensure that the best of the variety of techniques available today is used. Each
test shall be that best suited to the learning outcome or ability to be tested.
Quality of test items
No matter which type of test is used, it is essential that all questions or test items used should be as brief as
possible, since the time taken to read the questions themselves lengthens the examination. Questions must
also be clear and complete. To ensure this, it is necessary that they be reviewed by a person other than the
originator. No extraneous information should be incorporated into questions; such inclusions can waste the
time of the knowledgeable candidates and tend to be regarded as ‘trick questions’. In all cases, the questions
should be checked to ensure that they measure an objective which is essential to the job concerned.
Advantages and disadvantages of oral and practical tests
It is generally considered advisable that candidates should be examined orally or through practical
demonstrations. Some aspects of competency can only be properly judged by having the candidate demonstrate
his/her ability to perform specific tasks in a safe and efficient manner. The safety of the ship and the protection
of the marine environment are heavily dependent on the human element. The ability of candidates to react in
an organized, systematic and prudent way can be more easily and reliably judged through an oral/practical
test incorporating the use of models or simulators than by any other form of test.
One disadvantage of oral/practical tests is that they can be time-consuming. Each test may take up about 1 to
2 hours if it is to comprehensively cover the topics concerned.
Equipment must also be available in accordance with the abilities that are to be tested. Some items of equipment
can economically be dedicated solely for use in examinations.
In general, written exams are excellent forms to evaluate trainees’ knowledge, understanding and proficiency
of the concepts. However, if the goal is to evaluate a broad spectrum of material using only a sample of
questions, care must be taken to protect the security of the exam from the trainees prior to the exam period. It
is only natural for the trainees to focus on just the sample questions and not the broad spectrum of the material
if the trainees have access to an exam prior to the exam period. It must also be noted that when training
facilities use the same exams over multiple sessions of the same course, that it is nearly impossible to protect
the security of the exam over an extended period of time; therefore, training facilities/instructors should adjust
the questions and format of their exams at reasonable periods of time.
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Guidance on the
implementation of
IMO model courses
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Contents
Page
Part 1 Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Part 2 Notes on teaching techniques. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Part 3 Curriculum development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Annex A1 Preparation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Annex A2 Example of a model course syllabus in a subject area. . . . . . . . . . . . . . . . . . . . . . . . . 73
Annex A3 Example of a lesson plan for annex A2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 61
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Part 1: Preparation
1 Introduction
1.1 The success of any enterprise depends heavily on sound and effective preparations.
1.2 Although the IMO model course “package” has been made as comprehensive as possible, it is
nonetheless vital that sufficient time and resources are devoted to preparation. Preparation not only involves
matters concerning administration or organization, but also includes the preparation of any course notes,
drawings, sketches, overhead transparencies, etc., which may be necessary.
2 General considerations
2.1 The course “package” should be studied carefully; in particular, the course syllabus and associated
material must be attentively and thoroughly studied. This is vital if a clear understanding is to be obtained of
what is required, in terms of resources necessary to successfully implement the course.
2.2 A “checklist”, such as that set out in annex A1, should be used throughout all stages of preparation to
ensure that all necessary actions and activities are being carried out in good time and in an effective manner.
The checklist allows the status of the preparation procedures to be monitored, and helps in identifying the
remedial actions necessary to meet deadlines. It will be necessary to hold meetings of all those concerned in
presenting the course from time to time in order to assess the status of the preparation and “troubleshoot” any
difficulties.
2.3 The course syllabus should be discussed with the teaching staff who are to present the course, and
their views received on the particular parts they are to present. A study of the syllabus will determine whether
the incoming trainees need preparatory work to meet the entry standard. The detailed teaching syllabus is
constructed in “training outcome” format. Each specific outcome states precisely what the trainee must do to
show that the outcome has been achieved. An example of a model course syllabus is given in annex A2. Part
3 deals with curriculum development and explains how a syllabus is constructed and used.
2.4 The teaching staff who are to present the course should construct notes or lesson plans to achieve
these outcomes. A sample lesson plan for one of the areas of the sample syllabus is provided in annex A3.
2.5 It is important that the staff who present the course convey, to the person in charge of the course, their
assessment of the course as it progresses.
3 Specific considerations
3.1 Scope of course
In reviewing the scope of the course, the instructor should determine whether it needs any adjustment in order
to meet additional local or national requirements (see Part 3).
3.2 Course objective
.1 The course objective, as stated in the course material, should be very carefully considered so
that its meaning is fully understood. Does the course objective require expansion to encompass
any additional task that national or local requirements will impose upon those who successfully
complete the course? Conversely, are there elements included which are not validated by
national industry requirements?
.2 It is important that any subsequent assessment made of the course should include a review of
the course objectives.
3.3 Entry standards
.1 If the entry standard will not be met by your intended trainee intake, those entering the course
should first be required to complete an upgrading course to raise them to the stated entry level.
Alternatively, those parts of the course affected could be augmented by inserting course material
which will cover the knowledge required.
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Basic Training for Ships Operating in Polar Waters
.2 If the entry standard will be exceeded by your planned trainee intake, you may wish to abridge
or omit those parts of the course the teaching of which would be unnecessary, or which could
be dealt with as revision.
.3 Study the course material with the above questions in mind and with a view to assessing whether
or not it will be necessary for the trainees to carry out preparatory work prior to joining the
course. Preparatory material for the trainees can range from refresher notes, selected topics from
textbooks and reading of selected technical papers, through to formal courses of instruction.
It may be necessary to use a combination of preparatory work and the model course material
in modified form. It must be emphasized that where the model course material involves an
international requirement, such as a regulation of the International Convention on Standards
of Training, Certification and Watchkeeping (STCW) 1978, as amended, the standard must not
be relaxed; in many instances, the intention of the Convention is to require review, revision or
increased depth of knowledge by candidates undergoing training for higher certificates.
3.4 Course certificate, diploma or document
Where a certificate, diploma or document is to be issued to trainees who successfully complete the course,
ensure that this is available and properly worded and that the industry and all authorities concerned are fully
aware of its purpose and intent.
3.5 Course intake limitations
.1 The course designers have recommended limitations regarding the numbers of trainees who
may participate in the course. As far as possible, these limitations should not be exceeded;
otherwise, the quality of the course will be diluted.
.2 It may be necessary to make arrangements for accommodating the trainees and providing facilities
for food and transportation. These aspects must be considered at an early stage of the preparations.
3.6 Staff requirements
.1 It is important that an experienced person, preferably someone with experience in course and
curriculum development, is given the responsibility of implementing the course.
.2 Such a person is often termed a “course coordinator” or “course director”. Other staff, such
as lecturers, instructors, laboratory technicians, workshop instructors, etc., will be needed to
implement the course effectively. Staff involved in presenting the course will need to be properly
briefed about the course work they will be dealing with, and a system must be set up for
checking the material they may be required to prepare. To do this, it will be essential to make
a thorough study of the syllabus and apportion the parts of the course work according to the
abilities of the staff called upon to present the work.
.3 The person responsible for implementing the course should consider monitoring the quality
of teaching in such areas as variety and form of approach, relationship with trainees, and
communicative and interactive skills; where necessary, this person should also provide
appropriate counselling and support.
3.7 Teaching facilities and equipment
.1 Rooms and other services
It is important to make reservations as soon as is practicable for the use of lecture rooms,
laboratories, workshops and other spaces.
.2 Equipment
Arrangements must be made at an early stage for the use of equipment needed in the spaces
mentioned in 3.7.1 to support and carry through the work of the course. For example:
–– blackboards and writing materials
–– apparatus in laboratories for any associated demonstrations and experiments
64 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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–– machinery and related equipment in workshops
–– equipment and materials in other spaces (e.g. for demonstrating firefighting, personal
survival, etc.)
3.8 Teaching aids
Any training aids specified as being essential to the course should be constructed, or checked for availability
and working order.
3.9 Audiovisual aids
Audiovisual aids (AVA) may be recommended in order to reinforce the learning process in some parts of the
course. Such recommendations will be identified in Part A of the model course. The following points should
be borne in mind:
.1 Overhead projectors
Check through any illustrations provided in the course for producing overhead projector (OHP)
transparencies, and arrange them in order of presentation. To produce transparencies, a supply
of transparency sheets is required; the illustrations can be transferred to these via photocopying.
Alternatively, transparencies can be produced by writing or drawing on the sheet. Coloured pens
are useful for emphasizing salient points. Ensure that spare projector lamps (bulbs) are available.
.2 Slide projectors
If you order slides indicated in the course framework, check through them and arrange them
in order of presentation. Slides are usually produced from photographic negatives. If further
slides are considered necessary and cannot be produced locally, OHP transparencies should be
resorted to.
.3 Cine projector
If films are to be used, check their compatibility with the projector (i.e. 16 mm, 35 mm, sound,
etc.). The films must be test-run to ensure there are no breakages.
.4 Video equipment
It is essential to check the type of video tape to be used. The two types commonly used are
VHS and Betamax. Although special machines exist which can play either format, the majority
of machines play only one or the other type. Note that VHS and Betamax are not compatible;
the correct machine type is required to match the tape. Check also that the TV raster format used
in the tapes (i.e. number of lines, frames/second, scanning order, etc.) is appropriate to the TV
equipment available. (Specialist advice may have to be sought on this aspect.) All video tapes
should be test-run prior to their use on the course.
.5 Computer equipment
If computer-based aids are used, check their compatibility with the projector and the available
software.
.6 General note
The electricity supply must be checked for correct voltage, and every precaution must be taken
to ensure that the equipment operates properly and safely. It is important to use a proper screen
which is correctly positioned; it may be necessary to exclude daylight in some cases. A check
must be made to ensure that appropriate screens or blinds are available. All material to be
presented should be test-run to eliminate any possible troubles, arranged in the correct sequence
in which it is to be shown, and properly identified and cross-referenced in the course timetable
and lesson plans.
3.10 IMO references
The content of the course, and therefore its standard, reflects the requirements of all the relevant IMO
international conventions and the provisions of other instruments as indicated in the model course. The
relevant publications can be obtained from the Publication Service of IMO, and should be available, at least to
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those involved in presenting the course, if the indicated extracts are not included in a compendium supplied
with the course.
3.11 Textbooks
The detailed syllabus may refer to a particular textbook or textbooks. It is essential that these books are
available to each student taking the course. If supplies of textbooks are limited, a copy should be loaned to
each student, who will return it at the end of the course. Again, some courses are provided with a compendium
which includes all or part of the training material required to support the course.
3.12 Bibliography
Any useful supplementary source material is identified by the course designers and listed in the model course.
This list should be supplied to the participants so that they are aware where additional information can be
obtained, and at least two copies of each book or publication should be available for reference in the training
institute library.
3.13 Timetable
If a timetable is provided in a model course, it is for guidance only. It may only take one or two presentations
of the course to achieve an optimal timetable. However, even then it must be borne in mind that any timetable
is subject to variation, depending on the general needs of the trainees in any one class and the availability of
instructors and equipment.
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Part 2: Notes on teaching technique
1 Preparation
1.1 Identify the section of the syllabus which is to be dealt with.
1.2 Read and study thoroughly all the syllabus elements.
1.3 Obtain the necessary textbooks or reference papers which cover the training area to be presented.
1.4 Identify the equipment which will be needed, together with support staff necessary for its operation.
1.5 It is essential to use a “lesson plan”, which can provide a simplified format for coordinating lecture
notes and supporting activities. The lesson plan breaks the material down into identifiable steps, making use of
brief statements, possibly with keywords added, and indicating suitable allocations of time for each step. The
use of audiovisual material should be indexed at the correct point in the lecture with an appropriate allowance
of time. The audiovisual material should be test-run prior to its being used in the lecture. An example of a
lesson plan is shown in annex A3.
1.6 The syllabus is structured in training outcome format and it is thereby relatively straight forward to
assess each trainee’s grasp of the subject matter presented during the lecture. Such assessment may take
the form of further discussion, oral questions, written tests or selection-type tests, such as multiple-choice
questions, based on the objectives used in the syllabus. Selection-type tests and short-answer tests can provide
an objective assessment independent of any bias on the part of the assessor. For certification purposes,
assessors should be appropriately qualified for the particular type of training or assessment.
REMEMBER – POOR PREPARATION IS A SURE WAY TO LOSE THE INTEREST OF A GROUP
1.7 Check the rooms to be used before the lecture is delivered. Make sure that all the equipment and
apparatus are ready for use and that any support staff are also prepared and ready. In particular, check that all
blackboards are clean and that a supply of writing and cleaning materials is readily available.
2 Delivery
2.1 Always face the people you are talking to; never talk with your back to the group.
2.2 Talk clearly and sufficiently loudly to reach everyone.
2.3 Maintain eye contact with the whole group as a way of securing their interest and maintaining it (i.e.
do not look continuously at one particular person, nor at a point in space).
2.4 People are all different, and they behave and react in different ways. An important function of an
instructor is to maintain interest and interaction between members of a group.
2.5 Some points or statements are more important than others and should therefore be emphasized. To
ensure that such points or statements are remembered, they must be restated a number of times, preferably in
different words.
2.6 If a blackboard is to be used, any writing on it must be clear and large enough for everyone to see.
Use colour to emphasize important points, particularly in sketches.
2.7 It is only possible to maintain a high level of interest for a relatively short period of time; therefore,
break the lecture up into different periods of activity to keep interest at its highest level. Speaking, writing,
sketching, use of audiovisual material, questions, and discussions can all be used to accomplish this. When a
group is writing or sketching, walk amongst the group, looking at their work, and provide comment or advice
to individual members of the group when necessary.
2.8 When holding a discussion, do not allow individual members of the group to monopolize the activity,
but ensure that all members have a chance to express opinions or ideas.
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2.9 If addressing questions to a group, do not ask them collectively; otherwise, the same person may reply
each time. Instead, address the questions to individuals in turn, so that everyone is invited to participate.
2.10 It is important to be guided by the syllabus content and not to be tempted to introduce material which
may be too advanced, or may contribute little to the course objective. There is often competition between
instructors to achieve a level which is too advanced. Also, instructors often strongly resist attempts to reduce
the level to that required by a syllabus.
2.11 Finally, effective preparation makes a major contribution to the success of a lecture. Things often
go wrong; preparedness and good planning will contribute to putting things right. Poor teaching cannot
be improved by good accommodation or advanced equipment, but good teaching can overcome any
disadvantages that poor accommodation and lack of equipment can present.
68 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Part 3: Curriculum development
1 Curriculum
The dictionary defines curriculum as a “regular course of study”, while syllabus is defined as “a concise
statement of the subjects forming a course of study”. Thus, in general terms, a curriculum is simply a course,
while a syllabus can be thought of as a list (traditionally, a “list of things to be taught”).
2 Course content
The subjects which are needed to form a training course, and the precise skills and depth of knowledge
required in the various subjects, can only be determined through an in-depth assessment of the job functions
which the course participants are to be trained to perform (job analysis). This analysis determines the training
needs, hence the purpose of the course (course objective). After ascertaining this, it is possible to define the
scope of the course.
(Note: Determination of whether or not the course objective has been achieved may quite possibly entail
assessment, over a period of time, of the “on-the-job performance” of those completing the course. However,
the detailed learning objectives are quite specific and immediately assessable.)
3 Job analysis
A job analysis can only be properly carried out by a group whose members are representative of the
organizations and bodies involved in the area of work to be covered by the course. The validation of results,
via review with persons currently employed in the job concerned, is essential if undertraining and overtraining
are to be avoided.
4 Course plan
Following definition of the course objective and scope, a course plan or outline can be drawn up. The
potential students for the course (the trainee target group) must then be identified, the entry standard to the
course decided and the prerequisites defined.
5 Syllabus
The final step in the process is the preparation of the detailed syllabus with associated timescales; the
identification of those parts of textbooks and technical papers which cover the training areas to a sufficient
degree to meet, but not exceed, each learning objective; and the drawing up of a bibliography of additional
material for supplementary reading.
6 Syllabus content
The material contained in a syllabus is not static; technology is continuously undergoing change and there must
therefore be a means for reviewing course material in order to eliminate what is redundant and introduce new
material reflecting current practice. As defined above, a syllabus can be thought of as a list and, traditionally,
there have always been an “examination syllabus” and a “teaching syllabus”; these indicate, respectively, the
subject matter contained in an examination paper, and the subject matter a teacher is to use in preparing
lessons or lectures.
7 Training outcomes
7.1 The prime communication difficulty presented by any syllabus is how to convey the “depth” of
knowledge required. A syllabus is usually constructed as a series of “training outcomes” to help resolve this
difficulty.
7.2 Thus, curriculum development makes use of training outcomes to ensure that a common minimum
level and breadth of attainment is achieved by all the trainees following the same course, irrespective of the
training institution (i.e. teaching/lecturing staff).
7.3 Training outcomes are trainee-oriented, in that they describe an end result which is to be achieved by
the trainee as a result of a learning process.
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7.4 In many cases, the learning process is linked to a skill or work activity and, to demonstrate properly
the attainment of the objective, the trainee response may have to be based on practical application or use, or
on work experience.
7.5 The training outcome, although aimed principally at the trainee to ensure achievement of a specific
learning step, also provides a framework for the teacher or instructor upon which lessons or lectures can be
constructed.
7.6 A training outcome is specific and describes precisely what a trainee must do to demonstrate his/her
knowledge, understanding or skill as an end product of a learning process.
7.7 The learning process is the “knowledge acquisition” or “skill development” that takes place during
a course. The outcome of the process is an acquired “knowledge”, “understanding”, “skill”; but these terms
alone are not sufficiently precise for describing a training outcome.
7.8 Verbs, such as “calculates”, “defines”, “explains”, “lists”, “solves” and “states”, must be used when
constructing a specific training outcome, so as to define precisely what the trainee will be enabled to do.
7.9 In the IMO model course project, the aim is to provide a series of model courses to assist instructors
in developing countries to enhance or update the maritime training they provide, and to allow a common
minimum standard to be achieved throughout the world. The use of training outcomes is a tangible way of
achieving this desired aim.
7.10 As an example, a syllabus in training-outcome format for the subject of ship construction appears in
annex A2. This is a standard way of structuring this kind of syllabus. Although, in this case, an outcome for
each area has been identified – and could be used in an assessment procedure – this stage is often dropped
to obtain a more compact syllabus structure.
8 Assessment
Training outcomes describe an outcome which is to be achieved by the trainee. Of equal importance is
the fact that such an achievement can be measured OBJECTIVELY through an evaluation which will not be
influenced by the personal opinions and judgements of the examiner. Objective testing or evaluation provides
a sound base on which to make reliable judgements concerning the levels of understanding and knowledge
achieved, thus allowing an effective evaluation to be made of the progress of trainees in a course.
70 MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
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Annex A1 – Preparation checklist
Ref Component Identified Reserved Electricity Purchases Tested Accepted Started Finished Status OK
supply
1 Course plan
2 Timetable
3 Syllabus
4 Scope
5 Objective
6 Entry
standard
7 Preparatory
course
8 Course
certificate
Licensed to MSCA LTD for 1 copy. © IMO
9 Participant
numbers
10 Staffing:
Coordinator
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Lecturers
Instructors
Technicians
Other
71
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72
Annex A1 – Preparation checklist (continued)
Ref Component Identified Reserved Electricity Purchases Tested Accepted Started Finished Status OK
supply
11 Facilities
a) Rooms
Lab
Workshop
Other
Class
b) Equipment
Lab
Basic Training for Ships Operating in Polar Waters
Workshop
Other
12 AVA
Equipment
and Materials
OHP
Slide
Licensed to MSCA LTD for 1 copy. © IMO
Cine
Video
13 IMO Reference
14 Textbooks
15 Bibliography
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
Guidance on the implementation of IMO model courses
Annex A2 – Example of a model course syllabus in a subject area
Subject area: Ship construction
Prerequisite: Have a broad understanding of shipyard practice
General aims: Have knowledge of materials used in shipbuilding, specification of shipbuilding steel and
process of approval
Textbooks: No specific textbook has been used to construct the syllabus, but the instructor would be
assisted in preparation of lecture notes by referring to suitable books on ship construction,
such as Ship Construction by Eyres (T12) and Merchant Ship Construction by Taylor (T58)
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Course outline
Knowledge, understanding and proficiency Total hours for Total hours for
each topic each subject area
of Required
performance
Competence :
3.1 Control trim, stability and stress
3.1.1 Fundamental principles of ship construction, trim and stability
.1 Shipbuilding materials 3
.2 Welding 3
.3 Bulkheads 4
.4 Watertight and weathertight doors 3
.5 Corrosion and its prevention 4
.6 Surveys and dry-docking 2
.7 Stability 83 102
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Part C3: Detailed Teaching Syllabus
Introduction
The detailed teaching syllabus is presented as a series of learning objectives. The objective, therefore, describes
what the trainee must do to demonstrate that the specified knowledge or skill has been transferred.
Thus each training outcome is supported by a number of related performance elements in which the trainee
is required to be proficient. The teaching syllabus shows the Required performance expected of the trainee in
the tables that follow.
In order to assist the instructor, references are shown to indicate IMO references and publications, textbooks
and teaching aids that instructors may wish to use in preparing and presenting their lessons.
The material listed in the course framework has been used to structure the detailed training syllabus; in
particular:
–– Teaching aids (indicated by A)
–– IMO references (indicated by R), and
–– Textbooks (indicated by T)
will provide valuable information to instructors.
Explanation of information contained in the syllabus tables
The information on each table is systematically organized in the following way. The line at the head of the
table describes the FUNCTION with which the training is concerned. A function means a group of tasks,
duties and responsibilities as specified in the STCW Code. It describes related activities which make up a
professional discipline or traditional departmental responsibility on board.
The header of the first column denotes the COMPETENCE concerned. Each function comprises a number of
COMPETENCES. Each competence is uniquely and consistently numbered on this model course.
In this function the competence is Control Trim, Stability and Stress. It is numbered 3.1, that is the first
competence in Function 3. The term “competence” should be understood as the application of knowledge,
understanding, proficiency, skills, experience for an individual to perform a task, duty or responsibility on
board in a safe, efficient and timely manner.
Shown next is the required TRAINING OUTCOME. The training outcomes are the areas of knowledge,
understanding and proficiency in which the trainee must be able to demonstrate knowledge and understanding.
Each COMPETENCE comprises a number of training outcomes. For example, the above competence comprises
three training outcomes. The first is concerned with FUNDAMENTAL PRINCIPLES OF SHIP CONSTRUCTION,
TRIM AND STABILITY. Each training outcome is uniquely and consistently numbered in this model course.
That concerned with fundamental principles of ship construction, trim and stability is uniquely numbered
3.1.1. For clarity, training outcomes are printed in black type on grey, for example TRAINING OUTCOME.
Finally, each training outcome embodies a variable number of Required performances – as evidence of
competence. The instruction, training and learning should lead to the trainee meeting the specified Required
performance. For the training outcome concerned with the fundamental principles of ship construction, trim
and stability there are three areas of performance. These are:
3.1.1.1 Shipbuilding materials
3.1.1.2 Welding
3.1.1.3 Bulkheads
Following each numbered area of Required performance there is a list of activities that the trainee should
complete and which collectively specify the standard of competence that the trainee must meet. These are
for the guidance of teachers and instructors in designing lessons, lectures, tests and exercises for use in the
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 75
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teaching process. For example, under the topic 3.1.1.1, to meet the Required performance, the trainee should
be able to:
–– state that steels are alloys of iron, with properties dependent upon the type and amount of
alloying materials used
–– state that the specifi cation of shipbuilding steels are laid down by classification societies
–– state that shipbuilding steel is tested and graded by classifi cation society surveyors who stamp
it with approved marks
and so on.
IMO references (Rx) are listed in the column to the right-hand side. Teaching aids (Ax), videos (Vx) and
textbooks (Tx) relevant to the training outcome and Required performances are placed immediately following
the TRAINING OUTCOME title.
It is not intended that lessons are organized to follow the sequence of Required performances listed in the
Tables. The Syllabus Tables are organized to match with the competence in the STCW Code, table A-II/2.
Lessons and teaching should follow college practices. It is not necessary, for example, for shipbuilding materials
to be studied before stability. What is necessary is that all of the material is covered and that teaching is
effective to allow trainees to meet the standard of the Required performance.
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FUNCTION 3: CONTROLLING THE OPERATION OF THE SHIP AND CARE FOR
PERSONS ON BOARD AT THE MANAGEMENT LEVEL
COMPETENCE 3.1 Control trim, stability and stress IMO reference
Competence :
3.1.1 FUNDAMENTAL PRINCIPLES OF SHIP
CONSTRUCTION, TRIM AND STABILITY
Textbooks: T11, T12, T35, T58, T69
Teaching aids: A1, A4, V5, V6, V7
Required performance:
1.1 Shipbuilding materials (3 hours)
–– states that steels are alloys of iron, with properties dependent upon the type
and amounts of alloying materials used
R1
–– states that the specifications of shipbuilding steels are laid down by
classification societies
–– states that shipbuilding steel is tested and graded by classification surveyors,
who stamp it with approved marks
–– explains that mild steel, graded A – E, is used for most parts of the ship
–– states why higher tensile steel may be used in areas of high stress, such as the
sheer strake
–– explains that the use of higher tensile steel in place of mild steel results in
saving of weight for the same strength
–– explains what is meant by:
–– tensile strength
–– ductility
–– hardness
–– toughness
–– defines strain as extension divided by original length
–– sketches a stress-strain curve for mild steel
–– explains
–– yield point
–– ultimate tensile stress
–– modulus of elasticity
–– explains that toughness is related to the tendency to brittle fracture
–– explains that stress fracture may be initiated by a small crack or notch in a
plate
–– states that cold conditions increase the chances of brittle fracture
–– states why mild steel is unsuitable for the very low temperatures involved in
the containment of liquefied gases
–– lists examples where castings or forgings are used in ship construction
–– explains the advantages of the use of aluminium alloys in the construction of
superstructures
–– states that aluminium alloys are tested and graded by classification society
surveyors
–– explains how strength is preserved in aluminium superstructures in the event
of fire
–– describes the special precautions against corrosion that are needed where
aluminium alloy is connected to steelwork
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS 77
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78
Annex A3 – Example of a lesson plan for annex A2
Subject area: 3.1 Control trim, stability and stress Lesson Number: 1 Duration : 3 hours
Training Area: 3.1.1 Fundamental principles of ship construction, trim and stability
Main element Teaching Textbook IMO A/V aid Instructor Lecture Time
Specific training outcome in teaching method reference guidelines notes (minutes)
sequence, with memory keys
1.1 Shipbuilding materials (3 hours)
States that steels are alloys of iron, with Lecture T12, T58 STCW II/2, V5 to V7 A1 Compiled 10
properties dependent upon the type and A-II/2 by the
amounts of alloying materials used lecturer
States that the specifications of shipbuilding Lecture T12, T58 STCW II/2, V5 to V7 A1 Compiled 20
steels are laid down by classification A-II/2 by the
Basic Training for Ships Operating in Polar Waters
societies lecturer
Explains that mild steel, graded A to E, is Lecture T12, T58 STCW II/2, V5 to V7 A1 Compiled 15
used for most parts of the ship A-II/2 by the
lecturer
States why higher tensile steel may be used Lecture T12, T58 STCW II/2, V5 to V7 A1 Compiled 10
in areas of high stress, such as the sheer A-II/2 by the
strake lecturer
Licensed to MSCA LTD for 1 copy. © IMO
Explains that use of higher tensile steel in Lecture T12, T58 STCW II/2, V5 to V7 A1 Compiled 15
place of mild steel results in a saving of A-II/2 by the
weight for the same strength lecturer
MODEL COURSE 7.11 BASIC TRAINING FOR SHIPS OPERATING IN POLAR WATERS
From: Tanel Hinno [mailto:
[email protected]]
Sent: Monday, July 23, 2018 12:14 PM
To: Anti Hirvoja <
[email protected]>
Cc: Merle Tühis <
[email protected]>; reval <
[email protected]>
Subject: RE: STCW V/4 õppekava
Tere,
Täname märkuste eest.
Korrigeeritud kava lisas.
1. Lektor ei peaks olema komisjoni esimees, vaid liige. - Meie teada laevapere liikmete
kvalifikatsioonimäärus ei välista sellist võimalust et instruktor on eksamikomisjoni esimees,
või oleme millestki valesti aru saanud ?
2. Õpingute alustamise tingimused ei ole asjakohased. - korrigeeritud
3. Punkt 3.4 - „propulsion“ - ei peaks tõlkima „tõukuriks“, sel on hoopis teine tähendus. -
korrigeeritud
4. Punkt 5.3 – „laeva varustatud“ - kirjaviga. - korrigeeritud
5. Punkt 7.3 – „seadmete külmutamine“ ? – tõlkeviga. - korrigeeritud
6. Punktid 8.2, 8.3, 9.1 „polaarsetes vetes“ ja õppekava pealkiri – VV 20.06.2013 määruses nr 96 on
„polaarvetes“ – peaks kasutama õigusakti mõisteid. - korrigeeritud
7. Õppekavast ei leidnud mõistet „iceberg“, mis on koodeksi tabelis A-V/4-1 mainitud. –
korrigeeritud, lisaks saadame IMO Model cours 7.11 koopia, jäämägi on kajastatud model
course detailed syllabus peatükk 1.4
8. Need on vaid üksikud vead, kogu õppekava eestikeelne tekst tuleks üle vaadata ja esitada uuesti.
-korrigeeritud
Respectfully Yours/Lugupidamisega,
Tanel Hinno
General Manager
Reval Safety Training / MSCA Ltd.
Paljassaare tee 32A, Tallinn, 10313, Estonia. Phone: +3726536572 Mobile: +372 5030662 www.reval.ee
Please consider the environment before printing this email.
Confidentiality Warning: The information contained in this email and any attachments are solely for the use of the
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strictly prohibited. If you have received this email in error, please notify the sender immediately by return e-mail,
and delete this message and any attachments from your system. Thank you on behalf of MSCA Ltd..
From: Anti Hirvoja [mailto:
[email protected]]
Sent: 23. juuli 2018. a. 11:40
To: reval
Cc: Merle Tühis
Subject: FW: STCW V/4 õppekava
Lugupeetud Roman Verigin
Saadame märkused „Polaaraladel navigeerime baasõppe“ õppekava kohta.
1) Lektor ei peaks olema komisjoni esimees, vaid liige.
2) Õpingute alustamise tingimused ei ole asjakohased.
3) Punkt 3.4 - „propulsion“ - ei peaks tõlkima „tõukuriks“, sel on hoopis teine tähendus.
4) Punkt 5.3 – „laeva varustatud“ - kirjaviga.
5) Punkt 7.3 – „seadmete külmutamine“ ? – tõlkeviga.
6) Punktid 8.2, 8.3, 9.1 „polaarsetes vetes“ ja õppekava pealkiri – VV 20.06.2013 määruses nr 96 on
„polaarvetes“ – peaks kasutama õigusakti mõisteid.
7) Õppekavast ei leidnud mõistet „iceberg“, mis on koodeksi tabelis A-V/4-1 mainitud.
Need on vaid üksikud vead, kogu õppekava eestikeelne tekst tuleks üle vaadata ja esitada uuesti.
Lugupidamisega,
Anti Hirvoja
Meremeeste diplomeerimise osakonna nõunik