4 Test Procedure
Clasification Society 2024 - Version 9.40
Statutory Documents - IMO Publications and Documents - International Codes - Intact Stability (IS) Code - Intact Stability for All Types of Ships Covered by IMO Instruments – Resolution A.749(18) - Annex - Code on Intact Stability for all Types of Ships Covered by IMO Instruments - Annex 1 - Detailed Guidance for the Conduct of an Inclining Test - 4 Test Procedure

4 Test Procedure

 The inclining experiment, the freeboard/draught readings and the survey may be conducted in any order and still achieve the same results. If the person conducting the inclining test is confident that the survey will show that the ship is in an acceptable condition and there is the possibility of the weather becoming unfavourable, then it is suggested that the inclining be performed first and the survey last. If the person conducting the test is doubtful that the ship is complete enough for the test, it is recommended that the survey be performed first since this could invalidate the entire test, regardless of the weather conditions. It is very important that all weights, the number of people on board, etc., remain constant throughout the test.

4.1 Initial walk through and survey

 The person responsible for conducting the inclining test should arrive on board the ship well in advance of the scheduled time of the test to ensure that the ship is properly prepared for the test. If the ship to be inclined is large, a preliminary walk through may need to be done the day preceding the actual incline. To ensure the safety of personnel conducting the walk through, and to improve the documentation of surveyed weights and deficiencies, at least two persons should make the initial walk through. Things to check include: all compartments are open, clean, and dry, tanks are well ventilated and gas free, movable or suspended items are secured and their position documented, pendulums are in place, weights are on board and in place, a crane or other method for moving weights is available, and the necessary plans and equipment are available. Before beginning the inclining test, the person conducting the test should:

  • .1 consider the weather conditions. The combined adverse effect of wind, current and sea may result in difficulties or even an invalid test due to the following:

    • .1.1 inability to accurately record freeboards and draughts;

    • .1.2 excessive or irregular oscillations of the pendulums;

    • .1.3 variation in unavoidable superimposed heeling moments.

    In some instances, unless conditions can be sufficiently improved by moving the ship to a better location, it may be necessary to delay or postpone the test. Any significant quantities of rain, snow, or ice should be removed from the ship before the test. If bad weather conditions are detected early enough and the weather forecast does not call for improving conditions, the Administration representative should be advise prior to departure from the office and an alternate date scheduled;

    • .2 make a quick overall survey of the ship to make sure the ship is complete enough to conduct the test and to ensure that all equipment is in place. An estimate of items which will be outstanding at the time of the inclining test should be included as part of any test procedure submitted to the Administration. This is required so that the Administration representative can advised the shipyard/naval architect if in their opinion the ship will not be sufficiently complete to conduct the incline and that it should be rescheduled. If the condition of the ship is not accurately depicted in the test procedure and at the time of the inclining test the Administration representative considers that the ship is in such condition that an accurate incline cannot be conducted, the representative may refuse to accept the incline and require that the incline be conducted at a later date;

    • .3 enter all empty tanks after it is determined that they are well ventilated and gas free to ensure that they are dry and free of debris. Ensure that any pressed up tanks are indeed full and free of air pockets. The anticipated liquid loading for the incline should be included in the procedure required to be submitted to the Administration;

    • .4 survey the entire ship to identify all items which need to be added to the ship, removed from the ship, or relocated on the ship to bring the ship to the lightship condition. Each item should be clearly identified by weight and vertical and longitudinal location. If necessary, the transverse location should also be recorded. The inclining weights, the pendulums, any temporary equipment and dunnage, and the people on board during the inclining test are all among the weights to be removed to obtain the lightship condition. The person calculating the lightship characteristics from the data gathered during the incline and survey and/or the person reviewing the inclining test may not have been present during the test and should be able to determine the exact location of the items from the data recorded and the ship's drawings. Any tanks containing liquids should be accurately sounded and the soundings recorded;

    • .4.1 it is recognized that the weight of some items on board, or that are to be added, may have to be estimated. If this is necessary, it is in the best interest of safety to be on the safe side when estimating, so the following rules of thumb should be followed:

    • .4.1.1 when estimating weights to be added:

      • estimate high for items to be added high in the ship.
      • estimate low for items to be added low in the ship.
    • .4.1.2 when estimating weights to be removed:

      • estimate low for items to be removed from high in the ship.
      • estimate high for items to be removed from low in the ship.
    • .4.1.3 when estimating weights to be relocated:

      • estimate high for items to be relocated to a higher point in the ship.
      • estimate low for items to be relocated to a lower point in the ship.

4.2 Freeboard/draught readings

  4.2.1 Freeboard/draught readings should be taken to establish the position of the waterline in order to determine the displacement of the ship at the time of the inclining test. It is recommended that at least five freeboard readings, approximately equally spaced, be taken on each side of the ship or that all draught marks (forward, midship, and aft) be read on each side of the ship. Draught mark readings should be taken to assist in determining the waterline defined by freeboard readings, or to verify the vertical location of draught marks on ships where their location has not been confirmed. The locations for each freeboard reading should be clearly marked. The longitudinal location along the ship should be accurately determined and recorded since the (moulded) depth at each point will be obtained from the ship's lines. All freeboard measurements should include a reference note clarifying the inclusion of the coating in the measurement and the coaming height.

  4.2.2 Draught and freeboard readings should be read immediately before or immediately after the inclining test. Weights should be on board and in place and all personnel who will be on board during the test including those who will be stationed to read the pendulums, should be on board and in location during these readings. This is particularly important on small ships. If readings are made after the test, the ship should be maintained in the same condition as during the test. For small ships, it may be necessary to counterbalance the list and trim effects of the freeboard measuring party. When possible, readings should be taken from a small boat.

  4.2.3 A small boat should be available to aid in the taking of freeboard and draught mark readings. It should have low freeboard to permit accurate observation of the readings.

  4.2.4 The specific gravity of the flotation water should be determined at this time. Samples should be taken from a sufficient depth of the water to ensure a true representation of the flotation water and not merely surface water, which could contain fresh water from run off of rain. A hydrometer should be placed in a water sample and the specific gravity read and recorded. For large ships, it is recommended that samples of the flotation water be taken forward, midship, and aft and the readings averaged. For small ships, one sample taken from midships should be sufficient. The temperature of the water should be taken and the measured specific gravity corrected for deviation from the standard, if necessary. A correction to water specific gravity is not necessary if the specific gravity is determined at the inclining experiment site. Correction is necessary if specific gravity is measured when sample temperature differs from the temperature at the time of the inclining (e.g., if check of specific gravity is done at the office).

  4.2.5 A draught mark reading may be substituted for a given freeboard reading at that longitudinal location if the height and location of the mark has been verified to be accurate by a keel survey while the ship was in dry dock.

  4.2.6 A device, such as a draught tube, can be used to improve the accuracy of freeboard/draught readings by damping out wave action.

  4.2.7 The dimensions given on a ship's lines drawing are normally moulded dimensions. In the case of depth, this means the distance from the inside of the bottom shell to the inside of the deck plate. In order to plot the ship's waterline on the lines drawing, the freeboard readings should be converted to moulded draughts. Similarly, the draught mark readings should be corrected from extreme (bottom of keel) to moulded (top of keel) before plotting, Any discrepancy between the freeboard/draught readings should be resolved.

  4.2.8 The mean draught (average of port and starboard reading) should be calculated for each of the locations where freeboard/draught readings are taken and plotted the ship's lines drawing or outboard profile to ensure that all readings are consistent and together define the correct waterline. The resulting plot should yield either a straight line or a waterline which is either hogged or sagged. If inconsistent readings are obtained, the freeboards/draughts should be retaken.

4.3 The incline

  4.3.1 Prior to any weight movements the following should be checked:

  • .1 the mooring arrangement should be checked to ensure that the ship is floating freely. (This should be done just prior to each reading of the pendulums).

  • .2 the pendulums should be measured and their lengths recorded. The pendulums should be aligned so that when the ship heels, the wire will be close enough to the batten to ensure an accurate reading but will not come into contact with the batten. The typical satisfactory arrangement is shown in figure 2.4.6.

  • .3 the initial position of the weights is marked on the deck. This can be done by tracing the outline of the weights on the deck.

  • .4 the communications arrangement is adequate.

  • .5 all personnel are in place.

  4.3.2 A plot should be run during the test to ensure that acceptable data is being obtained. Typically, the abscissa of the plot will be heeling moment (weight times distance) and the ordinate will be the tangent of the heel angle (deflection of the pendulum divided by the length of the pendulum). This plotted line does not necessarily pass through the origin or any other particular point for no single point is more significant than any other point. A linear regression analysis is often used to fit the straight line. The weight movements shown in figure 4.3.2-1 give a good spread of points on the test plot.

Figure 4.3.2.1

  Plotting all of the readings for each of the pendulums during the inclining experiment aids in the discovery of bad readings. Since (W)(x)/tan θ should be constant, the plotted line should be straight. Deviations from a straight line are an indication that there were other moments acting on the ship during the inclining. These other moments should be identified, the cause corrected, and the weight movements repeated until a straight line is achieved. Figures 4.3.2-2 through 4.3.2-5 illustrate examples of how to detect some of these other moments during the inclining, and a recommended solution for each case. For simplicity, only the average of the readings is shown on the inclining plots.

Figure 4.3.2.2

Figure 4.3.2.3

Figure 4.3.2.4

Figure 4.3.2.5

  4.3.3 Once everything and everyone is in place, the zero position should be obtained and the remainder of the experiment conducted as quickly as possible, while maintaining accuracy and proper procedures, in order to minimize the possibility of a change in environmental conditions during the test.

  4.3.4 Prior to each pendulum reading, each pendulum station should report to the control station when the pendulum has stopped swinging. Then, the control station will give a “standby” warning and then a “mark” command. When “mark” is given, the batten at each position should be marked at the location of the pendulum wire. If the wire was oscillating slightly, the centre of the oscillations should be taken as the mark. If any of the pendulum readers does not think the reading was a good one, the reader should advise the control station and the point should be retaken for all pendulum stations. Likewise, if the control station suspects the accuracy of a reading, it should be repeated for all the pendulum stations. Next to the mark on the batten should be written the number of the weight movement, such as zero for the initial position and one through seven for the weight movements.

  4.3.5 Each weight movement should be made in the same direction, normally transversely, so as not to change the trim of the ship. After each weight movement, the distance the weight was moved (centre to centre) should be measured and the heeling moment calculated by multiplying the distance by the amount of weight moved. The tangent is calculated for each pendulum by dividing the deflection by the length of the pendulum. The resultant tangents are plotted on the graph. Provided there is good agreement among the pendulums with regard to the tan θ value, the average of the pendulum readings may be graphed instead of plotting each of the readings.

  4.3.6 Inclining data sheets should be used so that no data is forgotten and so that the data is clear, concise, and consistent in form and format. Prior to departing the ship, the person conducting the test and the Administration representative should initial each data sheet as an indication of their concurrence with the recorded data.


Copyright 2022 Clasifications Register Group Limited, International Maritime Organization, International Labour Organization or Maritime and Coastguard Agency. All rights reserved. Clasifications Register Group Limited, its affiliates and subsidiaries and their respective officers, employees or agents are, individually and collectively, referred to in this clause as 'Clasifications Register'. Clasifications Register assumes no responsibility and shall not be liable to any person for any loss, damage or expense caused by reliance on the information or advice in this document or howsoever provided, unless that person has signed a contract with the relevant Clasifications Register entity for the provision of this information or advice and in that case any responsibility or liability is exclusively on the terms and conditions set out in that contract.