Tag: backpacking

  • Backpacking: Getting Started

    Part of Mark’s Backpacking Guide

    One of my joys has been introducing people to backpacking and wilderness experiences. Some people love it, others just couldn’t adjust. They were too used to climate controlled environments, were scared of wild life, and wanted a modern bathroom. Other “city people” jump right in and get into the spirit of things.

    TL;DR

    • Find a local person who can help and be an informal “guide”.
    • Don’t go to an outdoor store and buy “everything you need”. Check around to see what you can borrow and think about what you use in daily life that would work.

    A great example of a city girl who took to backpacking was Cyndy. On her first backpacking trip (also her first real camping trip) she adapted to the backpacking life quickly. One small example. The first night she used her plate, bowl, cup and multiple utensils, and cleaned the cup between different beverages. She watched a few of us the first night.  The second night she just used her bowl and a spoon, licking it clean between courses, used it for her hot chocolate, and finish up with hot tea which pretty much cleaned the bowl up. She recognized that while she might not do this at home, there were a lot less dishes to wash. Most people, enjoy the experience of backpacking, but have a few  issues they need to work through. This articles attempts to identify several of the common issues that people new to backpacking might struggle with.

    Find Someone Experienced

    I generally recommend taking your first few backpacking trips with someone who is experienced. A live person on site is vastly superior to static advice from a web page or book. So the very first step I generally recommend is to find someone local who can help you get started. There are a number of way to go looking for experience backpackers. Personally, I favor a light or ultralight approach to backpacking. This is not yet the norm, so it take a bit more work to find someone with this sort of orientation. I would suggest checking out some of the online forums I list on my light-weight backpacking resources page. Find an online community that is comfortable and then ask who on the list is near you and interested in helping a beginner.

    If you are planning to take a more traditional (heavy-weight) approach, then there are a number of ways to find experienced people.

    • Find the nearest outdoor / outfitting store and see what groups have posting information on their bulletin board or classes offered by the store.
    • Nature oriented organizations like the Sierra Club often have a backpacking section
    • Local adult education or park & rec departments
    • Women empowerment groups often run backpacking class
    • Regionally organized electronic communities like meetup.com will often have local backpacking groups

    Are You Ready to Go?

    There are two broad classes of people who are interested in learning about backpacking. The first are people who are already used to spending time outdoors and in natural settings. This would include people who are avid day hikers, serious birders, camper, outdoor climbers, or hunters. An interest in backpacking typical comes from a desire to extend time in the outdoors or reach destinations that aren’t possible without backpacking. If you are experienced with the outdoors, you will want to skim the next section or even skip it and pick up again at the Preparing for Your First Trip.

    There are numerous people I have talked with in the past who have spent their entire lives in a climate control environment. They had almost no experience in the outdoors, but became interested in backpacking because it sounded interesting, exciting, challenging, or maybe romantic. If this describes you, then I would generally suggest that you work your way up to backpacking rather than jumping directly into backpacking.

    Take a Day Hike

    I think the first step toward exploring backpacking is getting some experience with day hiking. Start by selecting an area close by where you can take extended day hikes (~10 miles) and which might also offer the possibilities of 1 or 2 night hike-in overnighters. People in your area should be able to suggest good destinations. Take a day hike. If you have never taken a day hike before, go with someone who has some experience. Anytime you are more than a few miles into the wilderness it is recommend to carry the fourteen essentials (map, compass, sunglasses, sunscreen, extra food, water, extra clothing, flashlight, first aid kit, fire starter, matches, knife, whistle, bug protection). If you don’t know how to use a map and compass make sure you go with someone who does. Ask them to teach you, and agree never to separate.

    Try Camping

    If you have never been camping before, take a camping trip where you can drive up to the campsite. Get the experience of sleeping out in the open or in a tent, laying on a backpacking sleeping mat (foam, thermarest, etc) rather than on a thick mattress that you likely have at home. The nice thing about car camping is that you don’t need to worry about how heavy or big items are. So it’s easy to use items from your day to day life. You can use your kitchen pots and a portable grill to cook over. If you don’t already own a warm sleeping bag you could use a number of warm blankets or quilts to sleep under. Many people love camping… if you do, then exploring backpacking makes good sense. If you hate camping, then stick with day hikes.

    Experience “Weather”

    Take a long day hike when the weather is not perfect. Why? Some people have no experienced spending time outdoors when the weather isn’t pleasant. If it’s raining, activities are often postponed. When backpacking, the weather can change during the trip and you are stuck with bad weather. You don’t need to enjoy bad weather, but you need to be able to tolerate it. Otherwise stick with day hikes.

    Ok… You enjoy walking in the outdoors, and you don’t mind sleeping out and getting a bit dirty. Rain doesn’t scare you. Great! It’s very likely you will enjoy backpacking. 

    Preparing for Your First Trip

    Now is the time to get ready for your first trip. I recommend taking your first few trips with someone who is an experienced backpacker. That way you will have someone who can help you get over any problems you encounter early on when you are learning a lot. That said, it’s good to learn a bit before you go. I suggest read a book that presents a common-sense approach to backpacking. This will help you avoid many mistakes. At some point this guide will be finished and have everything that necessary to give the reader a good start. For people who hate reading, I would recommend Allen & Mike’s Really Cool Backpackin’ Book which is short, fun read with humorous illustrations. For additional options see my  backpacking resources.

    Planning Your Trip

    Used to have a nice page about this but it somehow got misplaced. You will need to:

    • find a location
    • possibly aquire permits
    • arrange transportation (and make sure cars work when you return – protect hoses from marmots 🙂
    • plan to acquire water
    • identify possible campsites
    • understand expected conditions (temperature, wind, precipitation, etc)

    Make Sure Shoes Fit

    The biggest joy killer I have seen has when someone didn’t have comfortable footwear. Especially bad is when someone who lives in running shoes and sandals  goes out and gets a brand new pair of heavy weight hiking boots just before leaving on a trip because that’s what they are suppose to wear. They end up with monster blisters, hot and tired feet, and maybe a bruised shin if the boots are really wrong. And then they have to walk with those same feet the next day. Ugh! People should use shoes or boots that have have worn for a while before they head off into on a backpacking trip. If a pair of shoes isn’t comfortable enough to wear non stop around town for several days, they aren’t going to be good on a broken trail while carrying a backpack. As I have noted on my recommended footwear page, unless a heavy pack is being carried, trail runners (or even running shoes) are often very appropriate for backpacking.

    Carry a Comfortable Backpack

    One of the most common complaints from new backpackers is that the destination was great, but the hike was no fun at all. Often times, the same people who not have had any problems if it had been a day hike. What’s the different? They were carrying a backpack. This is something I understand very well from personal experience. When I was growing up, I was able to do 30 mile day hikes, but I was unhappy after 5 miles backpacking, and was dead after 10 miles. I thought that pain on the trail was the cost of getting into the back country. I was wrong… but it took more that 20 years for me to discover than I didn’t have to be in pain.

    The most common issue is that a first time backpackers carry too much weight. There have been a number of studies that find carrying more than approximately 10% of a person’s lean body weight will be fatiguing. While most people can carry 30-40% of their body weight, this should not be the goal. The solutions is to carry less and to carry lighter weight items.  In the next section I will address taking the right things.

    The second most common issue is that the backpack doesn’t fit well. Sometimes this is because the backpacking isn’t well adjusted. Sometimes it’s because the backpacking being used is the wrong size or shape.  This should be easy to catch before going on a trip. Have someone experience adjust the pack and load it up with say 10% of the persons body weight. If they notice the pack or find it annoying, try something different.

    The final issue reason I have seem backpacks be really uncomfortable is because a pack is being used way beyond it’s design criteria. I have often seem people who are enamored with ultra light thru-hikers, adventure racers, etc so they pick up some ultralight backpack such as the frameless packs made by GoLite. Then these same people try to stuff 35-40lbs into said packs. What happens? Pain. Don’t carry more weight in a pack than it was design to comfortably carry.

    Bring the Right Stuff

    I have numerous other pages about selection light weight and performant gear. I start by helping a new backpacker make a  gear list and do a “pack” check before we leave town. During the pack check we remove everything from the pack, discuss if the item is useful (removing those that aren’t) and identify anything that might be missing. I think it’s best for a pack check to be done by someone who is an experienced light weight backpacker who will be able to encourage a newbie to leave behind things that aren’t needed, without pushing the newbie too far out of their comfort zone. Hardcore ultra light backpackers are sometimes not so sensitive.

    I generally suggest that people start out by borrowing or renting as much specialized gear as possible until they have enough experience to know that they enjoy backpacking and have a good sense of what they want. When purchasing I gear I strongly recommend purchasing items while are well suited for your area and weather conditions you expect to face. If you decide to wander far from home later you can buy gear designed for specific conditions at that time. Especially as you are starting backpacking, examine items you have for other activities, camping, running, kayaking and consider if they will be useful for backpacking. Many clothing or safety items work well in many contexts. Some general camping equipment works well for backpacking, but often times, camping items will be too heavy or bulky for backpacking. If you have to purchase things, do what you can to keep costs down

    I encourage experiences backpacker to hold onto some extra gear that they would be willing to loan out. I realize this is not within everyone’s means, but it is an excellent tool when trying to help people get started.

    Stay Comfortable: Don’t Overheat or Freeze

    A big part of staying comfortable is bring the right clothing, but understanding how activity level impacts thermo-regulation is just as important. Most people focus on staying warm enough, but when you are exercising a bigger issue is often being too warm and sweating. When doing a hard push up a hill, you need 1/4 the amount of insulation as when you are sitting around in the identical conditions. Make sure you understand how engaging in aerobic exercise radically alters how much insulation you need and that the moisture you generate while sweating can sap your energy and really chill you when your activity level drops.

    Get a Good Night Sleep

    Getting a good night sleep is extremely important. Even if a day was difficult, a good night sleep can make it easy to set aside the previous problems and start afresh. Many  experienced folks, especially those with the mental toughness to thru-hike will say you just lay down and go to sleep. If you can’t sleep, then you haven’t worked enough during they day. But this doesn’t work for everyone, especially someone who is backpacking for the first time. It’s only natural for a first time backpacker to be a bit anxious which makes it harder to sleep.

    Rather than write a lot of text here I would suggest reading my stand alone article Getting a Good Night Sleep in the Outdoors. The first section covers a number of the psychological factors I should have cover in the above section but didn’t.  The second section explore what sort of foundation (e.g. pad, hammock, etc) might be needed. The final suggestion is about how to stay warm enough at night, a common problem for first time backpackers.

    Physical Fitness

    The more fit you are, the better time you can have. Be sure to warm up before you start hiking at full pace. Take good care of your feet with ideas from Footwork Publications. Several years ago I have found the book Conditioning for Outdoor Fitness by Musnick & Pierce valuable. A number of people have reported that  training in Tai ChiThe Alexander Technique, or Feldenkrais Method ( feldenkrais materials) has been useful, especially after an injury.

    Avoid Common Mistakes

    Below are common mistakes I have seem people make on their first trips:

    1. Wearing boots or shoes that you just purchased
    2. Bringing too much water when the are water sources along the path
    3. Bringing too little water when it’s hot and there aren’t good sources along the path
    4. Starting too late and end up lost in the dark
    5. Assuming that a pack that feels comfortable after wearing for a couple of minutes will continue to be comfortable after several hours.
    6. Bringing a first aid kit, but having no idea how to use it.
    7. Wearing heavy cotton clothing
    8. Not bringing a map, or bringing a map without knowing how to read it
    9. Planning for the weather you hope you will see rather than what the forecast indicates might happen
    10. Not listening to the ranger’s advise
    11. Forgetting to tell people where you are going and when to expect you back
    12. Carrying lots of useless stuff. In the bay area it’s common for people to bring way too many high tech gadgets.

    Additional Material

    I have a list of other backpacking resources that will be helpful. In particular, take a look at Andrew Skurka’s Beginner Backpacker’s Advice which I think is better that what I have written.

  • Outdoors in the Winter

    The following are rather incomplete notes I have made at one time or another about being in the outdoors in the face of cold, snowy conditions, with a focus on backpacking. It is not as complete as most of my posts about backpacking, though it will likely slowly improve when I stumble across something I don’t want to forget. In my youth I regularly went backpacking in extreme cold weather (e.g. daytime high 0F at best, howling winds, even colder nights). I spent several decades in more temperate winter conditions, e.g. lows between -10F and 20F, days 0-35F. Since 2015 I am doing almost no winter backpacking. My wife doesn’t enjoy it, and while I love solo backpacking through shoulder season, I find solo winter trips no fun.

    I would recommend the following books as a good source of information related to winter activities.

    Web resources that I found informative

    Other books which might be good but I haven’t read them include:

    Safety Issues

    Winter conditions can be harsh and can be dangerous. The first building blocks for a safe winter outing are basic survival skillsfirst aid (especially treatment of cold related injuries) and pay close attention to the weather and environmental conditions. There are a few issues which are primarily applicable in the winter.

    Snow Blindness & Sun Burns: It is very easy to get a bad sun burn in the winter, especially when engaged in alpine activities. High altitudes means there is less atmosphere to filter out the suns rays. The cold weather keeps your skin cool which means you don’t feel the burn as quickly as you would in hot weather.  Finally the snow will reflect a fair amount of sunlight which means overall glare is worse than it would in snow free environments, and that you can burn skin which overhead shade would normally protect (like the underside of your nose and chin).. Make sure you protect any exposed skin with sun screen.  Wear sun glasses or shaded goggles with >99% UV filtering. Nothing is worse than buring your eyes and experiencing temp snow blindness.  Pretty much kills the trip. Don’t take a chance, wear sunglasses.

    Exposure: Often times winter conditions are cold, dry, and windy. The mildest risk is chapped skin. Worse is frostbite and hypothermia. Prevention is the best solution for these issues.  In colder conditions you need to keep your skin covered and pre-heat your air. More about them below.

    Avalanche Safety: You need to read the terrain and manage your risk of being caught in an avalanche.  The most danger locations are on north faces on slopes which are between 30-45 degrees. Clean signs of danger of broken or bent trees, concave bowls, gullies, etc.  If you need to cross high risk areas, you should send people across one at a time. Once the first person gets across, they should watch the following folks until everyone gets across. You should know properly self arrest. There is a helmet cam video of a guy going down in an avalanche which is pretty sobering.

    Snow Rescue: Equipment (shovel, probe, beacon, avalung) and methodology.

    Carbon Monoxide Poisoning: Running stoves in confined spaces can be dangerous, but is sometime necessary. Butane / Propane mixed with side jets produce less carbon monoxide than other stoves.  Read the five part series Stoves, Tents, Carbon Monoxide.

    Stay Warm: Understand Thermal Mechanics

    You body core needs to maintain a temperature of 98.6 F (plus or minus around 8 degrees). Beyond this narrow range you are in serious danger. [Reference to core temp chart]. A naked human sitting in 32F conditions would be reduced to a state that they couldn’t take care of themselves in less than 20 minutes.  In 32F water this takes less than 1 minute.

    Most of the following sections text is just an outline.  For more content, check out BPL’s article about Thermoregulation. Additional insights can be gained by exploring the theory of heat loss and cooling and the behavior animals use to stay warm in the books Life in the Cold by Peter Marchand and Libby Walker and Winter Ecology by James Halfpenny. The book The Hot Brain by Carl Gisolfi discussion development in view of the the need of thermoregulation for the brain to function effectively. If you want to see a clear mathematical models for much of this see the open textbook Body Physics. There is an interesting paper about Thermal Efficiency of a Human Being.

    Heat Generation

    The two large sources of heat are “excess” heat generated as your metabolize food and heat generated as your muscles perform work. An “average” person’s base metabolism generates around 70 Kcal an hour. Heavy aerobic activity can increase this by nearly an order of magnitude.  If you are getting cold, getting active can really warm you up.  The activity doesn’t even need to involve large movements, simple isomorphic exercises can do the trick and minimize cooling convection that activities like jumping jacks would cause.

    Both your basic metabolism and the energy for exercise is coming from the food you eat. To keep your body warm, you need to make sure you are eating enough food and are well hydrated to keep your body’s system working well. While not required, I typically recommend eating hot meals and drinking hot drinks. I think the amount of energy you get from the food’s heat is small compared to the energy packed into the food, but most people find hot food is more appetizing and gives them a psychological boast. It goes without saying that while alcohol might make you feel warmer, your will actually lose heat faster because your capillaries are more relaxed, causing more blood flow near the surface of your skin.  Skip alcohol and enjoy your hot chocolate with extra cream or butter.

    You can also use external sources of heat. The sun transfers around 1000watts / square meter via radiation.  So standing in the sun (when it’s available) can do a lot to help you stay warm. Sitting near a fire or stove can be somewhat helpful but care must be taken not to overheat and then start to sweat. I have found chemical heating pads (typically sawdust & iron filings) provide a moderate amount of heat and can be useful. I have been  disappointed with the performance of the reusable, salt based hand warmers because while providing a pleasant warmth, which could be held in my hand, the amount of heat wasn’t enough to really help when I was cold and they lasted less than two hours. There are also solid fuel hand-warmers, and hand-warmers that make use of liquid fuel like the jon-e line.  The liquid fuel seemed to put out more heat. In extreme color this was my favorite type of hand-warmer but with both you need to be careful about carbon monoxide accumulation that they other handwarmers don’t have. The most common external heat source I use on a regular basis are hot water bottles. Boil water in a pot and then pour the water into a water container. I normally don’t use Nalgene water containers. Winter camping is the one exception because most light weight water containers will melt. The lightest container I have found that doesn’t melt are gatoraid bottles… but I don’t normally use them because I don’t know if the plastic is likely to leech chemicals when heated by the boiling water. The best places I have found to use the water bottle is between my legs where it can heat the blood in my femoral arteries which then warms the rest of my body.

    The Bodies as a HVAC System

    Blood works like a radiator system.  Can be used to cool the core and warm extremities. Note: this means that if you can heat one section of the body (especially where you have a large artery, you can help warm your whole body.  In colder weather the body constricts the blood vessels in extremities to reduce the speed that you lose heat. The one extremity were no constriction happens is your head. This is why wearing a hat and something to protect your neck is extremely important when trying to stay warm.  There is a old saying “You feet are cold?  Put on a hat”. As you can see, there is a lot of truth in that saying.

    Radiation

    In warm, still conditions, you you lose 50-60% of your heat through radiation.  Radiation is much less of a factor in windy conditions, or in colder weather when you are wearing thick clothing layers. When wearing thick layers of clothing the radiation energy is captured by, and retained in your outer layers.  1-2 inches of material will capture most of your radiated energy.  It is possible to retain a significant portion of your radiated energy through the use of reflective materials such as what is used in emergency blankets.

    Conduction

    Conduction cooling is when you loose your warmth by touching something. In most cases this is only an issue for your feet and sometimes your hands. You feet will be conducting heat through the soles of your shoes, and you sometimes touch items with your hands.  See the clothing sections about how to protect your hands and feet. In cold winter having a foam pad to stand on can be a great help in staying warm.

    Convection

    You can think of convection as conductive cooling through the movement of fluids (liquid or air).  You heat up the fluid, and then it moves away, pulling in colder fluids. Water is 24 times more effective at moving heat than air.  This is why getting wet can be so dangerous in cold weather. This means you want to stay dry. If you get wet, your first priority should be to dry off. Convection is also why you want a good seal on the edges of your insulation layer, especially the neck. Otherwise hot air will escape through your neck which pulls color air in at the bottom, creating a chimney effect.

    Evaporation/Breathing

    In colder weather, <0F, the combination of evaporation from your breath and convection cooling from warming up air on the way to your lungs and they exhaling the air you just warmed can use up almost 1/2 of the energy produced by a basic metabolism. According to one scientific paper, you can lose 1/4 of your heat if engaged in heavy work with rapid breathing. Having a scarf or a 3M air warming mask can be very helpful by pre-warming incoming air and keeping the humidity up.  If I was regularly facing extreme cold I would give a Polarwrap a try, but for now alternate between a PolarBuff, scarf, and 3M warming mask.

    Retaining Your Heat

    Two of the most important ingredients for staying warm are covered in the next two sections on having the right clothing and making sure that you have adequate shelter.

    Stay Dry: Water moves heat 24x more effectively than dry air.

    Use sit/standing pads: The ground is cold. If you are standing around, stand on a foam pad to minimize heat lose from the soles of your feet. If you are sitting down, sit on a foam pad.

    Make good use of insulators you have: If are are careful not to get it wet, you can use your sleeping bag for more than sleeping. Get into your sleeping bag to warm up. If you are careful you can do many things such as cook from the comfort of your sleeping bag. You can wear your sleeping bag as a shawl or cape. You can wrap yourself in your foam pad.

    Stay away from alcohol. Yes, your hands a feet “feel warmer”, but you are interfering with a number of body system which will keep you warm.  Alcohol does significantly more harm than good. Also keep in mind that alcohol doesn’t free a 0F… so if you have alcohol which has been chilling and is below freezing, you could do yourself some real damage by trying to drink it.

    At some point I might move specific information about clothing into this page.  For the time being, check out my Outdoor Clothing and consider using vapor barriers. As those pages discuss, avoid sweating / don’t over insulate. Use layers. Not just your torso but also your head and hands. It’s much easier to dry out a glove system which includes a liner, a WP/B shell, and a some sort of insulated mitten with a highly breathable shell.

    There are some good hints other places:

    Shelter

    Western man has come to take shelter for granted. We live in houses, we often travel in cars. We are often unaware of how much protection we derive from these shelters. Even the best clothing system can’t fully protect us from extreme conditions.  There are typically three types of shelters that are used in the back country:

    Tents: Do not use double walled tents which have a mesh inner tent. Either use double walled tents which have a solid fabric inner tent or single walled tents to cut down airflow and keep spindrift out of your living area. You want a high vent to let moisture rich air to escape before it condenses on your tent and turns to frost. In many locations winds are much higher in the winter and you need to worry about snow load. This means you want tents that pitch very taut and have steep walls, and have sturdy pole systems. In most cases I would recommend not letting a lot of snow accumulate on your shelter.  This means getting out and shoveling snow. Not the most fun, but you just need to do it.

    Tarps: Pyramid, Hex, or Tipi shaped tarps can work well. Some are made to function with small stoves. You can dig out the “floor” for extra room. You should bury the edges to seal out the wind if it doesn’t have a snow skirt. Note that during heavy snows, the snow tends to slide down the slides of pyramids and accumulate which will slowly collapse the edges of your shelter unless you shovel it off.

    Snow Structures: It can be significantly warmer in a snow cave or igloo than in a tent.  You should know how to dig a snow cave. There is a book (which I haven’t read) about How to Build an Igloo.

    Know how to use snow anchors and other ways to Ditch Your Stakes (Mike Clelland)

    I have a few reviews and more information on my Winter Shelters page.

    Winter Camping Life

    Managing water supply. Pre-form snowballs you can drop into the pot. Hot water bottles at night are morning seed water. Black dromedary bag in sun to conserve fuel. Add snow to bladder inside your jacket if snow is clean for daytime water without boiling.

    winter-sleeping-systems-trying-vbl

    Going to bed

    Camping in snow

    how to dry clothing in winter (link broken content not in archive.org) included lots of good tips. some I recall socks over your shoulders when walking, or by your stomach when in your sleeping bag. wrap damp clothing around a sealed hot water bottle

    stoves: in many cases you will be melting snow for water. this will take a lot more fuel and you really want a larger pot. butane in canister stoves liquifies at 31F. You can use upright stoves colder than that if you keep the canister warm (like inside your jacket). Now that PowerMax fuel canisters are gone, I generally recommend liquid fuel for extreme cold.

    Various Hints

    Some of these should be incorporated into the sections above

    • In extreme cold always wear liner gloves. When it gets really cold your skin can “stick” to metal which is very unpleasant. If you are always wearing liner gloves this won’t happen
    • Traveling in deep snow (except when skiing where the ratio between up and down isn’t skewed toward up) will be much slower than “hiking” and takes more energy. Plan accordingly.
    • Big rocks and trees can hold warmth compared to freezing air. In deep snow you will often find yourself postholing more than normal near them.
    • There is a lot less daylight in the winter than summer. You will likely be in your shelter, awake longer than during the summer. You will likely be using artificial light more than summer trips and cold weather affects batteries.
    • Use external battery packs for your lights so the batteries can stay warm under your coat.
    • If you need to go to the bathroom, do it, don’t wait around.  Bring a pee bottle so you don’t have to go far. Mentioned in Going to bed… but it’s worth repeating. Some people recommend pouring out the pee bottle immediately so it won’t get too full and you don’t run the risk of it freezing. When you do dump out your pee bottle be consistent were you dump it some you don’t use that area for snow to be melted into water.
    • Before you go to bed fill a pot with snow and then make a number of snowballs and leave them by the door so getting water in the morning is as easy as possible.
    • Take only freeze dried food. Anything that has any moisture will freeze really solid in extreme cold.
    • Don’t forget that food won’t spoil, so feel free to bring butter, etc which you can melt into your foods.
    • Tent poles can freeze together. You might need to warm them up to separate them. I have normally used the backwash from a stove. Jerry Goller claims that if he gets a mouth full of warm spit putting the pole in his mouth warms it enough to come apart. I am not going to try this until I hear a number of people say this works without freezing their face.
    • Expect snow storms so make sure you know where things are in case a snow storm covers them up. Items like skis, poles, snowshoes should be placed into the snow standing up rather than lying down so they are easier to find.
    • Never wear so much insulation that you feel hot or start to sweat. If you are starting to feel warm ventilate, remove a layer, or drop your activity level. Realize that then engaged in heavy work you need 8x less insulation as when you are asleep, and less than 4x the insulation when you are gently walking around.
    • Know the early signs of hypothermia and be on the lookout. Once you are fully hypothermia you will typically no longer be thinking clearly enough to recognize the signs.
    • If in sub freezing temperatures for extended times, either use a vapor barrier liner or an over-quilt which is sufficiently warm to shift dew point into the quilt, beyond your down sleeping bag.
    • Even when it is below freezing, putting you sleeping bag in the sunlight (protected from the snow underneath) can warm it up enough to release accumulated moisture. It’s good to have the inside black color.
    • Don’t trust that other people’s footprints are a safe trail. I have found people are not great at navigating and just because someone has taken a route doesn’t mean it is a good one. Use your map and compass (or GPS).
    • Put your boots under your pillow or in a sealed in a waterproof bag in your bag to keep them from freezing. This isn’t so much to avoid the discomfort of putting your feet into something cold as much as if your boots freeze solid, it may be nearly impossible to get your feet into them.
    • If you are using vapor barrier socks during the day, make sure your feet get to dry out overnight in your sleeping bag.

    Snowshoes

    Type of snowshoes…

    “Features” or Characteristics

    • Float: How many square inches of surface space your snowshoes have. Powered needs the most float. Ice or hardpack need little or no float.
    • Traction: The harder the snow (or ice), the more you need traction features. Most snowshoes have crampon like teeth under the ball of your foot. Some have teeth under your heel, some turn the whole frame into traction (MSR Lightning).
    • Weight -vs- Float: all things being equal, get the lightest snowshoes you can find.
    • Binding: My experience is that the binding don’t make that much of a difference unless you are spending the majority of your time traversing an extended hillside. On long traverses in the same direction having a more ridged binding that keeps you foot positioned seems to take a bit less energy.

    Interesting Snowshoes

    Traction Devices

    Ski: Nordic

    Skins, Wax, Waxless

    Ski: Downhill

    When I started to ski a lot the Olin Mark IV the hot ski!  In 2005 I discovered modern shaped skis. They rock! This dates me and indicates that I wasn’t following ski trends  🙂 

    Granite Chief or Cosmos in Tahoe for boots

    Telemark Tips

    Tools&Misc

    Ice Axes

    IceBox – making igloo blocks the easy way

    Goggles… I typically either use DIY glacier glasses or very traditional downhill ski goggles. There are a variety of high performance sun glasses (many with interchangable lens) that provide basic protection. There are several light weight options for people wanting more protection than wrap around sunglasses:

  • Water Retention in Clothing

    The post was corrupted and I haven’t been able to find a good archive of it. I pulled some text in from another page in May 2025 as a starting point, but this really needs a complete rewrite, updated references, and some corrections. I have run many tests, several of them better constructed since first posting this. I need to find that data and include it here. Maybe this will happen sometime before the end of 2025 🙂

    Managing moisture is critical to comfort and safety. Heat loss when immerse water is 24 times more effective than if you are standing in still air. While a soaked garment isn’t as effective, it can chill you more than standing naked. Ideally, you want clothing to stay dry. It’s not always possible to keep clothing dry, so the best mitigation is to select clothing which minimizes water retention and dries quickly.

    Polyester absorbs the least water, followed by nylon (which is a bit more durable) and then wool which has the bonus of resisting odor. There are a variety of wools including sheep (merino particularly nice, icelandic warm), goat (cashmere – luxury but very fragile), alpaca (warmest/weight), and possum (found in AU and NZ). Cotton is an inappropriate material for highly variable conditions.  Cotton can absorb more than four times of its weight in water and can take five times as long to dry as some synthetics! Silk, Rayon, and a host of other fabrics are better than cotton but not great. The article why cotton kills explores this topic in more detail. There are several treatments that can be applied to these materials which make them even better at resisting water absorption such as Schoeller’s nanospheres

    A nice side effect of quick drying clothing is that on extended trips in the back country or when you are adventure traveling you can wash your clothing in the sink or river and be able to wear them almost immediately. This reduces the amount of clothing you need to carry without being grubby or smelly. All of my clothing normally dry overnight if spun dry or squeezed with a towel after washing. The exception is when it’s >90% humidity and <65F… some items are slightly damp after 7 hours, most most are completely dry (e.g. not even 1gram of extra weight from the water).

    My experience is that water retention (called regain in the industry) is driven by three inter-related issues. The base material, the fiber (how the material is assembled into fabric), and the thickness of the fabric. For example, even though nylon absorbs 2x more water than polyester, a thin nylon woven shirt (like light weight supplex) can have the same water retention / drying properties as a knit polyster base. See the BPL thread about water absorption in textiles and look for posts by Stephen Seeber, especially is “By the Numbers” posts.

    Over the years I have read people talk about how much water various materials absorb. Most of the time the numbers seemed low, so I ran some simple tests to determine how much water was absorbed by various garments that I use (which is a combination of material, fiber, and weight/thickness). Alas, I have misplaced the spreadsheet with all the results.  So the following data is (1) possibly wrong because I don’t have a great memory (2) wasn’t super rigorous (3) wasn’t a pure apples to apples test.  I didn’t use the same weight for each material.  Rather I used the shirts I owned. The specific shirts I remember included: 

    Polyester: light weight powerdry
    Polypro: light weight base layer (20 years old or so)
    Cotton: Haines beefy-tee with a logo from my work
    supplex nylon: RailRider Eco Mesh
    wool: smartwool light weight tee
    rayon: aloha button up shirt
    bluesmith hydrophobic shirt (polyester+nanospheres)

    First Test: Weight the garment, submerged it under water and kneaded it, pull it out dripping wet, weight it, squeeze everything out I could get out, weight again, wear for 30 minutes, weight again. Something that was pretty surprising is that when I did this test, the dripping weight was much higher than I expected. with the exception of the bluesmith shirt which was only 1.2x, nearly everything was at least 2x, wool being 3x, cotton 4x, and rayon 5x. After 30 minutes of wear, the figure were something like bluesmith 1.05x, polypro 1.2x, supplex 1.3x, polyester 1.3x, wool 2x, cotton was 2.5x. Not as large a difference as I would have expected. 

    Second Test: I concluded that the kneading the item fully submerged wasn’t a good test. It was most likely measuring void space in the garment and how easy a super saturated garment would release moisture rather than what it would absorb so I tried what I though was a more “reasonable” simulation. The real life situation I was wondering about was what would happen to my base layer after my windshirt fully wet out… how much water would be absorbed and how quickly would it dry out. The second experiment’s steps were: 

    1. Weight the garment
    2. Placed it on top of a sink filled with water
    3. Briefly pressed it into the water repeatably for 30 minutes
    4. Shake item. Weight
    5. Squeeze. Wear 30 minutes. Weight

    When I did this the number were significantly different. Polypro and polyester were less than 1.1x gain after the shake, and more or less completely dry after 30 minutes. Nylon was 2x gain after the shake, and about 1.1x weight after 30 minutes. Wool and acrylic were something like 2.5x after shake, and around 2x after 30 minutes. Cotton was 4x after the shake, 2.5x after the squeeze, and 2.4x after 30 minutes of wear. I am pretty hazy on the acrylic and rayon. My memory was the acrylic was around wool, and the rayon was worse than cotton after the squeeze, but had already surpassed cotton after 30 minutes of wearing. After one hour of wearing I hung the clothing in a location that the temp ranged between 45-50F with a relative humidity of approx 70%. Eight hours later then cotton shirt still felt wet. The wool was still damp, but reasonably comfortable.Everythng else was comfortably dry.

     My personal conclusions were the that polyster / polypro didn’t absorb a lot of water. Supplex absorbed more, but was sufficiently thin without voids so it dried quickly. I was unimpressed with wool. Cotton really sucks because not only does it suck up the water, but it didn’t want to let go.  This more or less matched my experience in the field.

    The backpackinglight.com folks did a more rigorous field test: comfort moisture transport in wool and synthetic clothing. They found that wool took 50% longer to dry than polyester. My personal experience was that it takes longer than that, but we were using different fabrics and fabric weights than what I was using, and I believe invested more effort into having a true apples to apples comparision,

    The champ will likely be nanotech clothing fabric.

    Related

  • Sykes Hot Springs

    Minor Updates Aug 2022

    The hike from Big Sur Station to Hot Springs is a 20 mile in and back trip. Sykes Hot Springs is one of my favorite places to take first time backpackers who are reasonably fit. The destination has a natural hot springs and a trout filled stream. The hike is pretty. The trip is long enough that people have a sense they have accomplished something, but short enough that it’s not overwhelming for many. The trail is easy enough to follow that no maps are needed and there is little to no risk of getting lost. There are a number of clear milestones, so people can easily see that they are making progress. The conditions tend to be moderate year round so there is never a bad time to go. Sykes is only a two hour drive from the bay area, so it can easily be done in a 24 hour period, though some people like to take several days by the hot springs and/or the river. For people who are fit, It’s also doable as a day hike. The only down side is that you aren’t going to find solitude, except maybe Tue-Thu in the middle of the winter.

    Current Conditions

    In Aug 2022 the trail from both Big Sur Station and China Camp were open and easy to navigation with minimal deadfall. Kudos to the the trail workers who repairs the trails which have been closed for several years due to fire and flood damage. As always, check current conditions before planning a trip via Pine Crest Trail Conditions. If you have an a satellite communication device like Garmin’s InReach you can send Sykes coordinates “36.25,-121.69” to 765-553-4737‬ (aka trailinfo.org) and get status of any fires within 50 miles.

    Hike Description

    This trip is into the Ventana Wilderness near Big Sur.  The hike is ten mile each way.  The hike starts at 400 ft elevation and hits a maximum of 1500 ft, but over the course of the hike you will climb approximately 3000 ft and descended 2000 ft.  Craig suggested this should be called the elevator trail since it kept going up and down.  The destination campsite has hot springs and a stream.  There are a number of other campsites along the way. The Pine Ridge Trail mostly weaves through a cover of redwoods, pine and oak. The trail is typically well maintained and extremely easy to follow. In the winter months, especially after a storm, you might find dead fall, or short sections of trail washed out… but these tend to be repaired reasonably quickly. April – October the trail is typically clear.

    Someone in decent shape should be able to hike in in around five hours, and come out in around four.. this is an enjoyable pace for me.  Even out of shape, middle aged men can do this hike in less than seven hours, unless they have bad blisters, in which case it might take something like eight or nine hours. I am not the fastest hiker, and I have done the hike 4 hour in, 3 hour out. If you want to witness people going quickly, stop by the day before The Big Sur International Marathon and get passed by people “warming up” on their way up and down.

    Part 1: Getting past the campsites

    The trail head is at the far end of the parking lot of the Big Sur Forest Service Station. There is a small kiosk and a drinking fountain. Today you walk around 1000 ft and then the trail drops to the campground below. You will walk through the camp area until just after spot #31 at which point the Pine Ridge Trail leaves the campground and rejoins the original trail. The trail used to run on the ridge.

    Part 2: Up and into the Hills

    The next 2.5 miles of the trail are up hill, taking you away from the ocean. Around 40% of this section is on exposed hills which can heat up in the spring and summer sun, but you will can get a nice view of the ocean in some of the clearings. You will start up a series of small switch backs as the trails gets increasingly steep. Around 1 miles in, you will break out of the trees and start the uphill in earnest. For the next mile the trail will be ascending almost continuously, with some short sections being quite steep. This is one of the hardest up hill sections of the trail. The sign indicating you have entered Ventana Wilderness is at the 2 mile marker.

    The next mile will trend upward, but there will be sections which are flat or downhill as you cut across the hillside. Around 2.8 miles in you will find yourself on a sort of outcropping with a large rock on your left. It’s time to celebrate because this is the end of the up hill climb you have been doing for the last 1-2 hours. This is a very popular place to stop and enjoy the last view you will have of the coast. Some people like to have a snack or lunch at this spot. I like to take a very short break here to drink a bit of water and then continue on to Terrance Camp.

    Part 3: Cruising Down to the Streams

    The next four miles are much easier than the first three with only a few hills to climb.  The trail is mostly a gentle drop. Most of this section of the trail weaves in and out pretty micro canyons. At the three mile mark is a trail on the left which goes down hill to Ventana camp. [Sometimes the sign is missing.] At the five mile mark you will come to Terrace camp, a lovely place to stop.  The area is nicely shaded with a stream for water.

    The stream can be easily crossed using stepping stones. Just passed the creek you can go left or right. Left is continuation of the Pine Ridge Trail which will take you to Sykes camp. To the right the trail takes you Outlaw camp.  There is a a pit toilet just up the trail toward Outlaw camp. The trail has a slight climb as you exit Terrance camp. Around 6.5 miles in you will start down a series of moderate switch backs which take you to the next creek you need to cross. Much of the year it is possible to cross this creek without getting your feet wet if you are careful. The best place to cross is typically slightly upstream where there is a large fallen log. When the water is really running high you can cross the stream on the large tree that fell over the stream which is maybe 200 yards upstream.

    Part 4a: Down to Barlow Up and Back Up to the Trail

    Once you have passed the creek you are beginning the next up-hill section of this trip. At the seven mile mark you will see a turn-off on the left side of the trail for Barlow Flats campsite.  Historically you would continue passed Barlow Flats, but the former trail is washed out. Now The Pine Ridge Trail descends to Barlow, crosses the the river.

    proceeds upstream several hundred feet, and then crosses the river, and climbs up the hill back to the old Pine Crest trail.

    Part 4b: Over the Last Hill and Down to the Springs

    In the next mile or so the hike will get progressively steeper, but is still very pleasant. You know you are near the end of this section when you reach the tree burnt out trunk. This used to be a nice place to stop and have a brief snack before climbing up the last steep climb on this hike

    Once you reach the top of the switch back you will have a pleasant mile or two as the trail slowly drifts down toward the river below. Shortly before you get to Sykes the trail will descend a set of steep switchbacks to the river below.

    Part 5: Campsites

    Now it’s time to decide where to camp. Both sides of the river have a pit toilets. The hot springs are on same side of the river as the trail from Big Sur.  If you want a bit of privacy, I would recommend camping on the far side of the river. There are more campsites on the far side, and you don’t have a constraint stream of people walking past your camp on the way to the hot springs.

    Part 6: Hot Springs

    To get to the hot springs, walk down stream.  You will eventually come to a rock face sticking out from the side of the hill. If you are careful, it it possible to climb around the rocks and continue down to the hot springs. Most people, take the safer route, and wade across part of the stream to a jetty (sometimes island when the water is really high). 

    Continue from the jetty along the left side of the river.  You will pass below a pit toilet which is on a step above the river. Follow the river until you see a trail heading up the hill.  It will look like you could go a bit further by the river, but I don’t recommend staying by the river unless you want to wade / swim down the river to the hot springs.  Follow the trail up the hill. Twice the trail will take you up the hillside and away from the river to get around small cliffs.  After the second up-and-over you will be just short of the hot springs. You will know you are close when you smell a slight sulfur odor.

    Historically there have been 2-3 soaking pools. One it typically up the hill, while two are down near the river. The pools have been formed using a combination of plastic piping to direct the hot springs output, and sandbags to hold the water in a pool. As of August 2022 the forest service has been actively working to keep this area more natural, having removed the sandbags and piping. The pools are now just rocks and dirt. It’s not quite as comfortable as the previous incarnation but still a joy to use.

    Current Top Pool
    Previous Top Pool

    Keep in mind that some people (maybe 20-30%?) treat the hot springs as clothing optional.  A little bit of etiquette can prevent embarrassment and conflicts. Since there are multiple pools it is unlikely that all will be filled with people clothed or unclothed. If naked soakers make you uncomfortable, go to an empty pool or one where people are wearing suits. If you like soaking without clothing and all the pools are filled with people in swim suits, ask if they would mind if you soak without clothing. I am sure that all the people in at least one of the pools would say they don’t care.

    Getting There:

    Big Sur is a two hour drive from Mountain View if you don’t get hung up in traffic.  Take 85 south to 101 south.  Take 101 passed Gilroy to the exit for 156 west (Monterey Peninsula).  From 156 you will want to take Highway 1 South.  Take Route 1 past Monterey and Carmel.  Big Sur is 30 minutes beyond Carmel. The entry to Big Sur Forest Service Station will be on the left, is approximately half a mile passed the main entry for Pfeiffer Big Sur State Park.  The trail head for the Pine Ridge Trail is at the far end of the parking lot.

    Permit Info:

    You can pick up a free fire permit at the Big Sur Forest Service Station (8am-4pm) or online after watching a 4 minute video and taking a quiz.

    Parking is self serve $10/night… bring exact change and a pen to fill out the form. You have to pay for partial days, not 24 hour periods of time. I got the impress the day “ends” at 3pm. So if you arrive Friday, and come out Saturday in the early evening you might need $30. Read the instruction at the kiosk more carefully than I have.

    Wilderness permit is self issued at the trail kiosk.

    Weather

    You can see current conditions at weather.com – Big Sur. The conditions tend to be pretty mild. Late Spring through Early Fall the days tend to get into the 70s or 80s during the day, and down to the 50-60s at night. Note: It will typically be warmer in the summer at Sykes then by the coast: my last visit it was 68F in Big Sur and 90F at Sykes. The weather in Soledad, CA might be a better indication of the temperatures at the hot spring. It almost never rains with modest bug pressure. It’s possible to ignore the bugs, but I would generally recommend bring some sort of protection. Late Fall through Early Spring I would be prepared for some rain, with days to be in the mid 50s to low 60s, and the nights to get down into the lower 40s.

    Personal Supplies

    We have a Basic Gear Check List if you aren’t sure what you need to bring as well as a few notes about Getting Starting Backpacking. There are numerous gear lists on the web which might give you other perspectives / ideas. You should bring a towel for the hot springs. I sometime hike in River Shorts which I also use when swimming the river and soaking in the hot springs. In the colder month I save weight by leaving my swim suit behind and soak in a pair of dark colored capiline boxer shorts with the fly sewn shut which provides adequate coverage for modest.

    Grouping & Group Gear

    N/A – will update next group trip.

    Physical Preparation

    It is possible to find hikes which are similar in terms of elevation gain and distance.  Some examples are: Mount TamalpaisFall CreekBlack MountainPurisima CreekEl Corte de Madera Creek, and Rancho San Antonio.

    Long Ago Group Trips

    • April 27-29, 2003 trip with Andrew, Holly, Mark, Craig, Sam, and Cary.  Cary has posted Sam’s pictures
    • May 24-26, 2003 trip with Cyndy, Erik, Hubert, Katja, Mark, Mike, Nancy, Paul, Taylor. Group pictures (site gone).

    Other Information

    • Pfeiffer Big Sur State Park
    • Ventana Wild website
    • AllTrails Sykes Page
    • The bathroom by the trailhead doesn’t have heating or cooling, and only has cold water. The bathroom on the site of the ranger station has hot water and is heated / cooled as is the station.
    • On your way out, eat at the Big Sur Bakery.  About 1 mile south of the park on the west side of Route 1.  Excellent wood fired oven pizza, many other tasty items.  Their chocolate pudding is really good.  If the Bakery is closed try the Rio Grill in small shopping center on your right just as you get into Carmel.
  • BalloonBed Review

    Review Item: BalloonBed Original Sleeping Pad
    Manufacturer URL: http://www.balloonbed.com/
    Manufacture Year: 2005
    Listed weight
    : 100g (3.5 oz)
    Weight as delivered: 85 g (3oz) + .7g  (.2 oz) for a night of balloons
    MSRP: £18.95 GBP (~US$38 depending on exchange rate)

    Description

    Brownish green fabric holster to hold balloons, small sack made from the same light material to hold all the items, balloons, and a small hand pump.  While the fabric might be 60cm x 120cm (24″ x 48″) when laid flat, with the balloons inserted the pad is 40 cm x 120 cm (16″ x 48″) which is significantly narrower than most other pads.  Hand pump has a cute picture of a clown.

    Field Conditions

    40-11K ft.  Sleeping under a Nunatak Ghost down blanket.  Night time low temp between 45-55F using just the balloonbed, and between 30-50F with a combination of the balloonbed and the Gossamer Gear Thinlight Pad 1/8″ foam pad.

    Performance

    Ten  minutes to assemble.  The hand pump is surprisingly effective, though when I finished pumping the seventh balloon I was glad to be done. Inserting the balloons into the pad was strait forward

    I found that the balloonbed was more cushioning than a therm-a-rest ultralight pad or closed cell foam pad, but less cushioning than insulated air mattresses such as the Big Anges Insulated AirCore.  If I stayed in a single position I found the pad wide enough, but I found when I switched sleeping positions (from say on my back to on my side) I often rolled off the pad and then need to reposition the pad and myself.

    Plenty warm for 55F sleeping with a quilt.  Below 55F the lack of insulation is evident and I started to get chilled. I found that I had a very hard time sleeping when using just the balloonbed when the temperature got down to 45F. When combined with a 1/8″ foam pad I found that I was comfortable down to around 35F before I noticed a chill reaching me through the two pads.

    My experience with the balloonbed staying inflated has been very mixed. I have had a number of trips when the balloonbed made it through the whole night or when just one of the balloons popped. I found that a 20F drop in temp didn’t cause the balloons to shrink noticeably.  On the nights that one of the balloons popped,  I had a raging debate with myself: live with the missing tube and just go back to sleep, or climb out of bed, dig out another balloon, blow it up, and then go back to bed now that I was fully awake.  The first time this happened I pulled out my max-thermo (this was a test trip) when the temperature dropped to 50F and I was starting to get cold in addition to having a missing tube.  On later trips I tried sleeping with a popped balloon. I found that if I pushed the pad together the missing space I could go back to sleep and the pad worked moderately well. I found that is was easy to replace the popped balloon, and would recommend that options. Alas, I have had a few nights when nearly all the balloons popped or leaked so much air that the balloonbed was pretty useless for padding or insulation. Why the near total failures on those trips? I can’t identify any root causes. At the present time I would say that using a balloonbed is a risky proposition.

    Durability

    Only used it for a 21 of nights so far.  12 of the nights I made it all the way through the night. On 5 on the nights, 1 balloon popped. 4 of the nights I lost nearly all the balloons.  I don’t reuse ballons between nights.

    Summary

    If you are trying to go super-ultra-light, and can’t hack sleeping on a foam pad, the balloonbed might be just the ticket to drop a pound or so from your kit weight.

    Things that I liked:

    • Super-light weight
    • Extremely compact
    • More comfortable than a therm-a-rest ultralight or closed cell foam pad

    Things I don’t like:

    • Unreliable
    • Too narrow
    • Not as comfortable as the Pacific Outdoors Insul thermo-max inflatable pad.
    • The disposable nature of the balloons
    • Kind of expensive for what you get.  You could make this yourself for less than $10 such as Bill’s CheerStic Air Pad.
  • What is Percent of Naked?: Patagonia on Technologies and Testing

    The following was Patagonia’s response to some questions about materials and testing which was posted in 2005 to a public forum.  Most of this article matches my personal experience and still seems valid today.

    Mark Verber

    Innovation, that steamroller of change, has, over the past five years completely redefined the way people dress for the mountains – to the benefit of alpinists, anglers, snowsliders and endurance athletes who can stay out more comfortably and for longer stretches.

    But innovation has also brought confusion to the retail floor: claims and counterclaims abound. How does one make sense of the multitude of marketing messages? 

    The goal of this document is to help clear the fog, to go back to first and basic principles, to concentrate on the customer’s essential question: For the activities I pursue in the conditions I encounter, how do I stay warm and dry?

    That’s Patagonia’s focus when we design. What’s the need? Then, how do we create a product that will meet it?

    Technology and Change: What’s It Good For?

    At Patagonia, technology is secondary: it’s backstory. A means to an end. Only when we come to a full understanding of the performance requirements for a garment do we dive into the details: choosing the elements of the fabric package, but also – and this can get lost in the current discussion – construction, features, fit.

    When technology comes second and performance goals first, “off-the-shelf” fabrics rarely fit the bill. An existing fabric more often than not has some of the performance characteristics we require but lacks others. So we’ll work with the supplier to tweak it: change some element of the construction, or use a different lining or finish. 

    Our more successful concoctions get adopted by the industry as a whole. The shelves and racks of outdoor stores bulge with non-Patagonia products made of fabrics we helped develop over the years: among others, Malden’s Polartec 100, 200, 300, Power Stretch, Thermal Pro, and Recycled Polartec fleece; Dyersburg’s Eco Fleece; Gore’s Activent and Windstopper fabrics; Nextec’s Epic water-repellent finish.

    In any given year, we work as closely as we can with over 80 mills and suppliers. These relationships, built up over 30 years, are important to us. But the customer’s need comes first: Patagonia will always employ the best, most appropriate fabrics (and construction, features, fit) for an intended use. When a better technology comes along, or when we can help create something better, we do.

    Sometimes – as is the case now with shells – the rate of change is dizzying. Our Dimension Jacket, for instance, at the time of its 2001 introduction, was more breathable, more wind- and water-resistant and quicker drying than any competing soft shell on the market. It won industry and customer accolades and sold well. Only two years later, we changed both the fabric and surface treatment – to achieve an 80% increase in breathability and a 20% reduction in weight.

    On the other hand: Capilene®. For the past 18 years we have worked with one supplier to continually improve the performance of our Midweight base layer. And although the 2004 Midweight Crew is in every way better than its 1986 original, the DNA match still looks pretty close. 

    Have we looked at alternatives? Of course. Have we tested all the new underwear fabrics from all suppliers as they’ve come on the market? Yes. Some have great stories behind them, but none pan out to our satisfaction. After 18 years, the only garment that outperforms Midweight Capilene, for some conditions and some uses, is an appropriate Regulator® base layer.

    Capilene technology is not complex, which brings us to a related point. Although we work hard to develop the best possible fabric package for each product, why overbuild? The ice climber, for instance, needs the stretch, high compressibility, low weight, extended DWR performance and breathability that H2No® Stretch HB fabric lends the Stretch Element Jacket. But many of those characteristics are overkill for even the most committed alpine skier or patroller, for whom the Primo Jacket offers more sport-specific features and an excellent, more downhill-appropriate fabric: in this case, Gore® XCR®.

    The Patagonia Lab: What Goes On Behind the Swinging Doors?

    We test ALL emerging fabrics and technologies, whether we’re involved in their development or not. Last year, we conducted 3,796 tests on 836 fabrics in development. Of those, only 56 performed well enough to be adopted. The lab also conducted nearly 15,000 tests on production lots to ensure that adopted fabrics perform to expectations.

    The qualities we test for include breaking strength, abrasion and tear resistance, bonding strength, breathability, zipper strength, compressibility, water repellency, wind resistance, wicking speed, colorfastness and garment durability in wet conditions. 

    Chart 1 lists the tests Patagonia performs on every product designed for mountain layering.

    Note that we test only complete fabric packages – that is, all the fabric components used together in a final garment. It’s useless to test, for instance, a waterproof/breathable barrier without its substrate. The barrier will never be used alone.

    And we test to predict performance in the field, not to generate winning numbers. The tests derive initial, preliminary answers to the important questions: How does one component of a fabric package affect the garment’s overall performance? How will this overall package perform in a range of conditions, and after a full season of use?

    Testing for long-term performance is especially important because many fabrics that ace their exams when new, and would perform beautifully on the sales floor should the roof leak, but deteriorate rapidly in mountain conditions. 
    What are some of the most important tests? What do they signify for end use? We’ll take you through a few of them and, along the way, point out what they can’t tell you.

    What is the PSI Test for waterproofness?

    PSI (pressure expressed in pounds per square inch) is a measure of the strength of a waterproof barrier before water penetrates. A person weighing 165 pounds, for instance, exerts about 16 PSI on the knees, when kneeling. The military standard for waterproofness is 25-PSI, the industry standard – and practice – much higher.

    Patagonia actually performs two tests to check a barrier’s waterproofness: the traditional Mullens Test and, more importantly, the Hydro Test that yields PSI after extended performance. All barrier technologies used by the outdoor industry are better than waterproof when new. And they all degrade with time, and at greatly variable rates. We want long-term performance, not a superhigh off-the-shelf rating that plunges under a bit of rain.

    We have rejected, for precisely this reason, the newer lower-priced 2.5-layer hard shell packages, including those adopted by other manufacturers, in favor of an H2No package that maintains its waterproofness long after others have noticeably deteriorated.

    The H2No 2.5 layer package has a superior surface water repellent; a barrier less prone to contamination from dirt and oil, which can “draw” moisture through a fabric or membrane via capillary action (as well as reduce breathability). In place of standard coating or dots, a slightly raised, internal 3-D matrix provides durable service (as well as better wicking and compressibility).

    How does MVTR indicate breathability?

    Moisture Vapor Transport Rate (MVTR) measures the ability of a fabric to pass moisture from the inside to the outside of breathability in grams per square meter per day. Unfortunately, dozens of test methods are used to measure this: beware of direct comparisons of fabrics tested by different methods.

    Patagonia uses an ASTM protocol known as E96 that allows us to create a pressure differential between the inside and outside of the fabric, one that is reasonably identical to conditions you encounter in the real world (i.e., E96 test results correlate consistently with those of our field testers). It’s the only test that does not introduce artificial factors like excess heat and pressure. E96 also allows us to measure MVTR without regard to air permeability (which we measure separately): this gives us a true measure of a fabric’s inherent ability to move moisture. And we can test two levels of exertion, low and high.

    We’ve developed our own MVTR chamber, one recognized by independent research facilities for its excellence. Our tests are highly repeatable and produce consistent results. 

    How does CFM measure wind resistance?

    Cubic feet per minute per square meter (CFM) is a measure of the wind resistance or air permeability of a fabric. The higher the CFM, the greater the volume of air passing through.

    When hard shells dominated the landscape, discussions about CFM didn’t come up. Traditional barriers like H2NO, Gore, Triple Point, Entrant, and other respectable waterproof breathable technologies all have a 0 CFM rating. They are absolutely windproof.

    With the advent of soft shells and more breathable fabrics, the air permeability argument becomes complicated, sometimes heated. 

    Traditional layering has always taught the “vapor barrier warmth” concept. That is, maintain a (windproof) stable dead air space next to skin and you will stay warmer. That’s true, if you’re watching football game from the stands in November.

    But what happens when you’re pounding uphill to the ridge before someone else sneaks into that untracked line of new powder? You can use a bit of convective heat loss; and you need more breathability to move the extra moisture you create through exertion.

    And a fabric with 0 CFM doesn’t provide it. We’ve found that fabrics that measure as much as 5 CFM are still functionally windproof: that is, you don’t feel the breeze come through. And they afford much greater comfort on the uphill. So we use 1-5 CFM as our standard for weather-protective soft shells (Mixmaster, Dimension, Dragonfly, etc.)

    Shells for higher exertion activities (e.g. Slingshot, Super Guide Pants, Talus Pants) must be even more breathable. For these products we hold to a comfortably wind-resistant, but not windproof, standard of 10-15 CFM.

    Beyond this, we don’t go. We don’t produce shell fabrics with a higher CFM (say, 15-20) because our field test shows that further gains in breathability don’t offset the heat loss from wind penetration. (See Schoeller Dryskin on the chart on the next page- offering high breathability, but not enough wind protection) The goal is: both warm and dry.

    At the other end of the scale, as mentioned, we don’t make 0 CFM soft shells. What’s the point of a soft shell that doesn’t breathe better than a hard shell?

    What is Percent of Naked?

    Patagonia has developed an intuitive way of evaluating overall breathability called “Percent of Naked,” in which we directly compare the combined MVTR and CFM data of a fabric to data produced by the same equipment, but without fabric. [Love of the idea of this, but just how do we use equipment with no fabric: sounds more than naked, positively immaterial] This gives us a base line to compare individual fabric performance to the holy grail, the 100% of comfort and breathability: how you feel naked in your living room with the thermostat at 72 degrees.

    How does the Bundesmann Test measure water absorption?

    We use the Bundesmann principally to test the performance of DWR finishes. It’s a more demanding, and accurately predictive, test of water absorption than simple spray tests that uses a shower head to wet a rotating piece of fabric for ten minutes or more. Samples are then tested for dry times (and results compared to those we get from the field.)

    What does the Killer Wash really do?

    A low-tech wonder, our Killer Wash is simply a Maytag modified to churn, churn, churn until we kill the switch. Twenty-four hours is our usual minimum, the equivalent of 160 wash cycles in a home machine. The Killer Wash is more than an excellent test of the durability of laminates and DWR finishes; it gives good clues to a fabric’s overall ability to stand up to punishment in alpine conditions. It also tells us what components of a garment are prone to wear out before others (and thus need beefing up).

    Does Patagonia measure dry times?

    Absolutely. Wet and cold outdoors spells misery. Fast dry times are critical. Patagonia rejects many otherwise promising undershell fabrics for their slow dry time. Our test apparatus: a fairly sophisticated moisture analyzer that measures how many minutes a fabric takes to dry over 90-degree (body) heat.

    What is a “Soft Shell”?

    Simply put, Soft Shell is a concept, not a category. A soft shell, constructed of either a static or stretch fabric, will contain no waterproof barrier – breathable or otherwise. If internal moisture must turn to vapor to exit the shell, it is not soft. A soft shell is, by construction, highly water and wind-resistant and extremely breathable. Secondly, stretch woven garments that afford no effective wind resistance in mountain weather may be soft, but they ain’t shells: they’re gym clothes. Or we can think of it this way, choose your soft shell based on the level of exertion you will output for your intended activity. Consider the spectrum of highly aerobic (skate skiing, trail running) to stop and go (Alpine routes, fly fishing) and then make your purchase choice.

    If you remember nothing more of this document, remember this one statement: A soft shell will, more often than not, allow you to stay drier longer, in a wider range of conditions, than its conventional hardshell counterparts. If you are still thinking, “ok, but for how many minutes will my softshell keep me dry?” then the point has been missed. So, before continuing, go back to the top of this paragraph and read it again. 

    As we said at the outset, technology is only a means.

    Performance comes first.

    That’s why we don’t use slow-drying elastic fibers in soft shell jackets (though we do in pants, which lie closer to the body as a heat source). That’s why our shell tops employ mechanical stretch weaves to achieve freedom of movement without slowing dry time – and thus diminishing breathability. Why we use directional linings to speed moisture transfer. Why we use exceptional – and long lasting – finishes to keep the surface dry in our proprietary Deluge™ DWR. And why we always use the best of the technologies available (and often have a hand developing them).

    Patagonia & Gore-Tex- Where’s the love?

    There is no question that Gore-Tex monolithic fabrics, especially XCR, are strong waterproof/breathables. In the history of waterproof/breathables they certainly set the standard for years – and that is precisely why we used them when they were at the top of the food chain. That said, from a development and testing perspective, today Gore-Tex fabrics are dated in terms of performance and price. To put this in perspective, consider our current H2No HB Stretch Element jacket and pants for comparison. The Stretch Element is not only noticeably more breathable than XCR in field trials, it is also very soft and has remarkable, stretch as compared to stretch fabrics which have what boils down to ‘cosmetic’ or ‘marketing’ stretch. Gore’s current technology, PTFE doesn’t stretch so we don’t expect to see dynamic stretch fabrics in Gore’s near future. Additionally we have found our own Deluge DWR to offer significant performance benefits over the DWR offered (and required by license to be used) by Gore. 

    Additionally, consider the changes that brought about XCR’s level of breathability: a serious reduction in the urethane topcoat applied to Gore-Tex. In fact, this is what changed early Gore from a highly breathable first generation to a not so breathable second generation. So can you guess what the remedy was? Correct, introducing XCR.

    Add to this the wide variety of face fabrics and interior treatments (think 2.5 layer patterns and scrims, etc) that we have at our disposal with non-Gore product, coupled with the higher price on Gore, especially XCR and it starts to make sense.

    So what it boils down to is better performance and value in our own technologies. We have no doubt that Gore will respond to the softening of their market with research and development which is why we keep ourselves open and not tied to single technologies. We insist on state of the art product – period. Things change too quickly to ride only one horse. 

    Why don’t we use Gore Windstopper?

    Pretty much the same story here…we did use Gore Windstopper when windproof fleece was first developed in the late 80’s, early 90’s. In fact, in field trials it was noticeably better in terms of breathability. Today however, in our R4 jackets and vests, we have windproof fleece that is not only more breathable, but has remarkable stretch and softness. Remember, Windstopper is not Soft Shell and cannot be, given its current PTFE barrier technology. We have the capacity to control our barrier technology for different applications whether it be monolithic Hard Shell or Soft Shell – this is really important to us as this allows us to address the limitation that windproof fleeces manifest.

    And Gore “Soft Shell”?

    This is really simple…. it is not Soft Shell, its simply Gore-Tex with a brushed scrim that makes it softer on the inside. It’s just marketing. So Gore Soft Shell has little to offer the Soft Shell market. Gore can only throw marketing dollars at a game of semantics and hope to confuse the issue enough to become a viable player in Soft Shell. Again, hopefully they will throw their energies into some true Soft Shell product.

    The limitations of the Lab

    There are two inherent problems with all lab testing. First, good numbers can become ends in themselves (0 this, 100 that) and deflect from the central goal of making a great product, period. Lab data can become numerologically based mysticism.

    Second, numbers can be manipulated, easily. Not only do specific numeric performance standards vary from fabric supplier-to-supplier and manufacturer-to-manufacturer, companies use a variety of equipment – and protocols – to test fabric attributes. In fact, most outdoor manufacturers don’t have their own serious testing facilities and have to rely on the word of others. “Spinning” the data, in a self-interested way, is not an unknown phenomenon. Other companies practice earnest science but go clueless when they try to correlate lab and field data. The upshot: you simply can’t usefully compare data from different companies. Always beware of numbers used for marketing, how they were derived – and what they mean. 

    Field Testing: What Happens When We Take the Product Outside

    Many of our lab tests turn out to be keen predictors of performance. Comparing the specific criteria of one fabric against another in a controlled environment is a critical first step. But the true test – of how all these individual characteristics work in one garment – must follow in the natural world, and from a human being pursuing a real experience in actual conditions.

    In-the-field testing of prototypes is critically important. You just can’t know how a fabric or garment performs until you try it out as it is intended to be used. Last year, we had 30 field testers put 203 prototypes and samples through the paces, all over the globe. Our testers are paid, trained and extremely skilled.

    In the words of Duncan Ferguson, our long-time field-testing chief: “Our job is to endure some misery in the field so our customers don’t have to.”

    On a bivouac in below-0 weather and howling wind, no one cares any longer about acronyms or numbers or charts or graphs, but whether a zipper works, a collar protects the chin, the body stays warm, the skin stays dry.

    Only a handful of the prototypes we test make it into the line. Technology’s fine. But nature bats last. And she only reveals her power in the wild.

    Endgame

    And so we’ve come full circle. Technology and testing, the lab and field, checks and balances, yin and yang. We’ve left the marketing, the spin and the spray out. Instead you hopefully understand by now that we are absolutely committed to the pursuit of better and better products, achieving optimal benefits for their intended uses.

    Yet, by this point, you may envision us as lab technicians in white coats. You may imagine mustached scientists in pleated trousers clutching electronic daytimers. Perhaps you are thinking of Church Ladies in long dresses and soft shoes. Well, truth be told, we’re still just phunhogs – climbers, anglers, paddlers and surfers, activists and athletes who through serendipity or otherwise, became fabric connoisseurs obsessed with building the best product and doing the least harm.

    So, we’ll leave you with this: Patagonia is a product driven company, run by folks who, you may be surprised to find are just like you. We are never market driven. We are not corporate giants, owned by other corporate giants who have only initials for names. And, while we have no place on Wall Street, we do have shareholders: our resource base. Our shareholders have been celebrated by John Muir, photographed by Ansel Adams and described in the prose of Edward Abbey. Our shareholders have roots, rock and rhythms. Without them, we have no business, no future. And, here at Patagonia, we’re do business like we plan to be here for the next 100 years. Thanks for reading.

    Addendum:

    Test & Protocol descriptions:

    Mullens Test- Mullens is a high-pressure test used to measure waterproofness up to 200 lbs. Per square inch

    Hydrostatic Test- This is widely used worldwide for seam tape testing and low-level waterproofness. It applies 3 lbs. of pressure for two minutes.

    Bundesmann Test- This is a very rough spray test. The normal spray test sprays a gentle stream of water from 4 inches above the fabric that has been angled at 45 degrees for approximately 10 seconds. The Bundesmann drops a heavy shower of large water droplets on a flat surface of fabric from 60 inches for a period of 10 minutes. We’ve adopted this test because our DWR’s passed the normal spray test too easily and we needed a tougher test that correlated better to actual field use. Our standard for Deluge DWR is a 90% rating (10% wetting) after 24 hours killer wash- a very, very tough test.

    What is ASTM protocol? ASTM is the “American Society for Testing and Materials.” Almost every test method out there is written into an ASTM standard, most but not all have comparable EU and JIS (Japan) standards.

  • Bear Bags

    Backpackers have to protect their food against animals while they sleep.  In most parts of the country correctly hanging food in a bear bags can be effective. Unfortunately bags won’t protect your food in locations with habituated bears whose response to backpackers is “Great, I get another treat filled piñata tonight”. In Yosemite I have watched bear tracking backpackers while they were hiking resulting in an after dark visit. I hate the weight of a bear can, but always use one in locations that have a high frequency of human / bear interaction. Please do the same. Below was a great post by Don, the creator of the Photon Alcohol Stove:

    From: Don Johnston [djohnstonREPLACEWITHATSIGNcomcast.net]
    Sent: Thursday, July 04, 2002 4:48 PM
    To: BackpackingLight@yahoogroups.com
    Subject: Bear bagging thoughts

    Anyone who hasn’t been to Yosemite really should visit just for the eye opening education (and the scenery). Go to Yosemite. Camp in little Yosemite valley where there are lots of trees that meet the Ideal hanging criteria. Place most of your food in a Garcia Bear can. Hang the rest of your food by what ever method satisfies you. If a bear visits the area my money says you will be be eating breakfast out of the Garcia bear can while you clean up the mess around your formerly hung food bag. Pay your ticket and go home. The Yosemite bears know tricks that would amaze and astound folks attending the Greatest show on earth. Just to mention a few of the most well known techniques: Kamikaze bear (various variations on branch breaking or leap from another branch), Totem pole bear (The tower of bear cub on bear gymnastics would make a Cheerleader or Pom Pom squad proud), Chain saw bear (sharp teeth, strong jaws, soft wood, lots of time). Send up the bear cub to walk out branch. (Many results possible including the branch breaks and both cub and food come to moma below) There isn’t a more motivated and patient bear in the US.

    They don’t give up and will frequently work the problem all night and sometimes keep working the problem in daylight. They have learned that they are more motivated to get your food than you are to defend it. You  sleep they don’t. They are often seen hovering around horse pack camps just out of stone toss range for days at a time. If one doesn’t loose food that is properly counter balanced in Yosemite the bear didn’t visit or the bear was not motivated to work the problem due to known easier pickings.

    Outside certain areas of the Sierra, counter balance hanging when done right works over most of the rest of the USA but not everywhere. Even in the Sierra your food is safe if it is in an area bears have not learned provide good piqata hunting. If there is no bear visit to your site your food is safe sitting on the ground. I have kept my food in the Sierra by a  combination of stealth camping where no one else camps and luck. On my first Muir trail hike I stayed at Hamilton lakes in Sequoia. The other folks camped in the area hung their food well but theirs fed the bear so my hang wasn’t challenged. I was lucky. Perhaps the softball size stone I had caused to descend crashing down through the branches of a small tree next to the bear in the early evening had caused him to look at the other folks site first. Just because I didn’t loose my food doesn’t mean the bear could not have gotten it.

    Bear cans are required in some areas because they work at any campsite and more people can operate them properly than are will to put forth the time and effort to hang their food properly. Bear cans are usually required because of a history of bears wrecking trips by regularly getting backpacker food. The bear also becomes more dangerous to human life and property and eventually has to be destroyed. Posts on this list show that there are varying levels of willingness to meet height over the ground criteria. People think if they can’t reach it the bear can’t either. That depends on the bear. Many can reach much higher than we can and two bears can reach higher still. All the bear needs to do is touch it in a swipe with extended claws to rip most bags. Few people will spend the time searching for a branch that meets the size, length, drop, and distance from other branch requirements that make it difficult for a bear get your food down by working the problem from up in the the tree.

    Campsites often don’t have trees that have much chance of giving a bear a hard time. Bears have defeated both hang from cable systems and pole systems. It doesn’t help when Backpacker Magazine publishes methods that are nifty and stupid. They may work in non problem areas but not in popular areas like Sierra, smokies and Adirondaks.

    When we visit each new campsite it is new to us. We may think the site has a very good hanging tree but the bear lives there and knows his way around the pantry of his house. Food hung from trees the bear is already well practiced at defeating may look good to us but if the bear has already learned the combination he is going to defeat what we view as a well locked pantry because he already knows the combination.

    Bottom line is the Garcia Bear can is proven to work better than anything else. Especially with inexperienced people and that is where we all start. Proper hanging of food takes experience, time and willingness to learn. Properly done counter balance hanging works very well in areas where the bears do not have a history of defeating it. Especially if they are not motivated to try due to plentiful food sources.

    This is not a Garcia can advertisement. I have no connection with the company and don’t own one. Personally I would look for lighter alternatives that are accepted in the area I would travel in.

    Photon