This sections details land navigation using a map and compass. The beginning section will go in depth on what defines a compass, the history of compass use and the different types of compasses available. After understanding the compass and it's make up, then it is easier to use one for navigation, which is detailed in the following section on this page.
The first section is designed to give an overview of using a compass. Extremely detailed information follows the first section.
A compass can be used in many ways, from telling which way is North to finding hidden treasure or following an unmarked path over wilderness terrain. But, you've got to take baby steps, so let's talk about how the a compass is laid out.
Finally, there are secondary intercardinal points halfway between each cardinal point and intercardinal point. These are North-NorthEast, East-NorthEast, East-SouthEast, South-SouthEast, ... and so on. With these directions, you can give someone a fairly good idea of what direction they need to go. We could add additional points, continueing to break each section in half over and over, but telling someone to go East-EastEastNorthEast-EastNorthEast would not be fun.
Since there IS a need for more precise directions, the circle of a compass face is split into 360 marks called degrees. For rough directions, go ahead and use North or NorthWest. But, for finding your way or locating destinations in the wild, use degrees as you'll see in a bit.
We will be discussing the mountaineering compass, also called the orienteering compass. This is the type that has a needle that always points north and you need to move a dial to find directions.
No matter the compass, one end of the needle always points North. On our mountaineering compasses, it is almost always the RED end, but its a good idea to test your compass before starting to use it.
If you are north of the equator, stand facing the sun around lunchtime with your compass resting in your hand in front of you. Whichever end of the needle points towards the sun is South and the end that points at you is North.
If you're 'down under' the North end points towards the sun and the South end points at you.
Become familiar with Parts of the Compass before learning to read your compass.
To read your compass,
By simply moving your compass with your body and using the N-E-S-W markings, you can get a good idea which way you are going. This is often all you need from your compass. But, you've probably noticed on your compass, there are also numbers and tiny lines. These represent the 360 degrees in a circle that surrounds you no matter where you are.
Using your compass, take a few bearings. Move your body until the direction-of-travel arrow points at the following items and then turn the dial until "RED is in the Shed". Then, read the bearing at the Index Pointer:
A magnetic compass points to magnetic north pole, which is approximately 1,000 miles from the true geographic North Pole. A magnetic compass's user can determine true North by finding the magnetic north and then correcting for variation and deviation. Variation is defined as the angle between the direction of true (geographic) north and the direction of the meridian between the magnetic poles. Variation values for most of the oceans had been calculated and published by 1914. Deviation refers to the response of the compass to local magnetic fields caused by the presence of iron and electric currents; one can partly compensate for these by careful location of the compass and the placement of compensating magnets under the compass itself. Mariners have long known that these measures do not completely cancel deviation; hence, they performed an additional step by measuring the compass bearing of a landmark with a known magnetic bearing. They then pointed their ship to the next compass point and measured again, graphing their results. In this way, correction tables could be created, which would be consulted when compasses were used when traveling in those locations.
Mariners are concerned about very accurate measurements; however, casual users need not be concerned with differences between magnetic and true North. Except in areas of extreme magnetic declination variance (20 degrees or more), this is enough to protect from walking in a substantially different direction than expected over short distances, provided the terrain is fairly flat and visibility is not impaired. By carefully recording distances (time or paces) and magnetic bearings traveled, one can plot a course and return to one's starting point using the compass alone.
Compass navigation in conjunction with a map (terrain association) requires a different method. To take a map bearing or true bearing (a bearing taken in reference to true, not magnetic north) to a destination with a protractor compass, the edge of the compass is placed on the map so that it connects the current location with the desired destination (some sources recommend physically drawing a line). The orienting lines in the base of the compass dial are then rotated to align with actual or true north by aligning them with a marked line of longitude (or the vertical margin of the map), ignoring the compass needle entirely. The resulting true bearing or map bearing may then be read at the degree indicator or direction-of-travel (DOT) line, which may be followed as an azimuth (course) to the destination. If a magnetic north bearing or compass bearing is desired, the compass must be adjusted by the amount of magnetic declination before using the bearing so that both map and compass are in agreement. In the given example, the large mountain in the second photo was selected as the target destination on the map. Some compasses allow the scale to be adjusted to compensate for the local magnetic declination; if adjusted correctly, the compass will give the true bearing instead of the magnetic bearing.
The modern hand-held protractor compass always has an additional direction-of-travel (DOT) arrow or indicator inscribed on the baseplate. To check one's progress along a course or azimuth, or to ensure that the object in view is indeed the destination, a new compass reading may be taken to the target if visible (here, the large mountain). After pointing the DOT arrow on the baseplate at the target, the compass is oriented so that the needle is superimposed over the orienting arrow in the capsule. The resulting bearing indicated is the magnetic bearing to the target. Again, if one is using "true" or map bearings, and the compass does not have preset, pre-adjusted declination, one must additionally add or subtract magnetic declination to convert the magnetic bearing into a true bearing. The exact value of the magnetic declination is place-dependent and varies over time, though declination is frequently given on the map itself or obtainable on-line from various sites. If the hiker has been following the correct path, the compass' corrected (true) indicated bearing should closely correspond to the true bearing previously obtained from the map.
A compass should be laid down on a level surface so that the needle only rests or hangs on the bearing fused to the compass casing – if used at a tilt, the needle might touch the casing on the compass and not move freely, hence not pointing to the magnetic north accurately, giving a faulty reading. To see if the needle is well leveled, look closely at the needle, and tilt it slightly to see if the needle is swaying side to side freely and the needle is not contacting the casing of the compass. If the needle tilts to one direction, tilt the compass slightly and gently to the opposing direction until the compass needle is horizontal, lengthwise. Items to avoid around compasses are magnets of any kind and any electronics. Magnetic fields from electronics can easily disrupt the needle, preventing it from aligning with the Earth's magnetic fields, causing inaccurate readings. The Earth's natural magnetic forces are considerably weak, measuring at 0.5 Gauss and magnetic fields from household electronics can easily exceed it, overpowering the compass needle. Exposure to strong magnets, or magnetic interference can sometimes cause the magnetic poles of the compass needle to differ or even reverse. Avoid iron rich deposits when using a compass, for example, certain rocks which contain magnetic minerals, like Magnetite. This is often indicated by a rock with a surface which is dark and has a metallic luster, not all magnetic mineral bearing rocks have this indication. To see if a rock or an area is causing interference on a compass, get out of the area, and see if the needle on the compass moves. If it does, it means that the area or rock the compass was previously at is causing interference and should be avoided.
The first thing you need to learn, are the directions. North, South, East and West. Look at the figure and learn how they are. North is the most important.
There are several kinds of compasses, one kind to attach to the map, one kind to attach to your thumb. The thumb-compass is used mostly by orienteers who just want to run fast, and this is the kind of compass I normally use.
But not in this tutorial. I would recommend the third kind of compass. Let's take a look at it:
But if you don't want to go north, but a different direction? Hang on and I'll tell you.
You've got this turnable thing on your compass. We call it the Compass housing. On the edge of the compass housing, you will probably have a scale. From 0 to 360 or from 0 to 400. Those are the degrees or the azimuth (or you may also call it the bearing in some contexts). And you should have the letters N, S, W and E for North, South, West and East. If you want to go in a direction between two of these, you would combine them. If you would like to go in a direction just between North and West, you simply say: "I would like to go Northwest ".
Let's use that as an example: You want to go northwest. What you do, is that you find out where on the compass housing northwest is. Then you turn the compass housing so that northwest on the housing comes exactly there where the large direction of travel-arrow meets the housing.
Hold the compass in your hand. And you'll have to hold it quite flat, so that the compass needle can turn. Then turn yourself, your hand, the entire compass, just make sure the compass housing doesn't turn, and turn it until the compass needle is aligned with the lines inside the compass housing.
Now, time to be careful!. It is extremely important that the red, north part of the compass needle points at north in the compass housing. If south points at north, you would walk off in the exact opposite direction of what you want! And it's a very common mistake among beginners. So always take a second look to make sure you did it right!
A second problem might be local magnetic attractions. If you are carrying something of iron or something like that, it might disturb the arrow. Even a staple in your map might be a problem. Make sure there is nothing of the sort around. There is a possibility for magnetic attractions in the soil as well, "magnetic deviation", but they are rarely seen. Might occur if you're in a mining district.
When you are sure you've got it right, walk off in the direction the direction of travel-arrow is pointing. To avoid getting off the course, make sure to look at the compass quite frequently, say every hundred meters at least.
But you shouldn't stare down on the compass. Once you have the direction, aim on some point in the distance, and go there. But this gets more important when you use a map.
There is something you should look for to avoid going in the opposite direction: The Sun. At noon, the sun is roughly in South (or in the north on the southern hemisphere), so if you are heading north and have the sun in your face, it should ring a bell.
When do you need this technique?
If you are out there without a map, and you don't know where you are, but you know that there is a road, trail, stream, river or something long and big you can't miss if you go in the right direction. And you know in what direction you must go to get there, at least approximately what direction.
Then all you need to do, is to turn the compass housing, so that the direction you want to go in, is where the direction of travel-arrow meets the housing. And follow the above steps.
But why isn't this sufficient? It is not very accurate. You are going in the right direction, and you won't go around in circles, but you're very lucky if you hit a small spot this way. And that's why I'm not talking about declination here. And because that is something connected with the use of maps. But if you have a mental image of the map and know what it is, do think about it. But I think you won't be able to be so accurate so the declination won't make a difference.
If you are taking a long hike in unfamiliar terrain, you should always carry a good map that covers the terrain. Especially if you are leaving the trail. It is in this interaction between the map and a compass, that the compass becomes really valuable.
A compass is an instrument used for navigation and orientation that shows direction relative to the geographic "cardinal directions", or "points". Usually, a diagram called a compass rose shows the directions north, south, east, and west on the compass face as abbreviated initials. When the compass is used, the rose can be aligned with the corresponding geographic directions, so, for example, the "N" mark on the rose really points to the north. Frequently, in addition to the rose or sometimes instead of it, angle markings in degrees are shown on the compass. North corresponds to zero degrees, and the angles increase clockwise, so east is 90 degrees, south is 180, and west is 270. These numbers allow the compass to show azimuths or bearings, which are commonly stated in this notation.
The magnetic compass was first invented as a device for divination as early as the Chinese Han Dynasty (since about 206 BC), and later adopted for navigation by the Song Dynasty Chinese during the 11th century. The first usage of a compass recorded in Western Europe and Persia occurred around the early 13th century.
The magnetic compass is the most familiar compass type. It functions as a pointer to "magnetic north", the local magnetic meridian, because the magnetized needle at its heart aligns itself with the horizontal component of the Earth's magnetic field. The magnetic field exerts a torque on the needle, pulling the North end or pole of the needle approximately toward the Earth's North magnetic pole, and pulling the other toward the Earth's South magnetic pole. The needle is mounted on a low-friction pivot point, in better compasses a jewel bearing, so it can turn easily. When the compass is held level, the needle turns until, after a few seconds to allow oscillations to die out, it settles into its equilibrium orientation.
In navigation, directions on maps are usually expressed with reference to geographical or true north, the direction toward the Geographical North Pole, the rotation axis of the Earth. Depending on where the compass is located on the surface of the Earth the angle between true north and magnetic north, called magnetic declination can vary widely with geographic location. The local magnetic declination is given on most maps, to allow the map to be oriented with a compass parallel to true north. The Earth's magnetic fields are constantly changing which is referred to as geomagnetic secular variation. The effect of this means a map with the latest declination information should be used. Some magnetic compasses include means to manually compensate for the magnetic declination, so that the compass shows true directions.
The first compasses in ancient Han dynasty China were made of lodestone, a naturally magnetized ore of iron. The compass was later used for navigation during the Song Dynasty of the 11th century. Later compasses were made of iron needles, magnetized by striking them with a lodestone. Dry compasses began to appear around 1300 in Medieval Europe. This was supplanted in the early 20th century by the liquid-filled magnetic compass.
Modern compasses usually use a magnetized needle or dial inside a capsule completely filled with a liquid (lamp oil, mineral oil, white spirits, purified kerosene, or ethyl alcohol is common). While older designs commonly incorporated a flexible rubber diaphragm or airspace inside the capsule to allow for volume changes caused by temperature or altitude, some modern liquid compasses utilize smaller housings and/or flexible capsule materials to accomplish the same result. The liquid inside the capsule serves to damp the movement of the needle, reducing oscillation time and increasing stability. Key points on the compass, including the north end of the needle are often marked with phosphorescent, photoluminescent, or self-luminous materials to enable the compass to be read at night or in poor light. As the compass fill liquid is noncompressible under pressure, many ordinary liquid-filled compasses will operate accurately underwater to considerable depths.
Many modern compasses incorporate a baseplate and protractor tool, and are referred to variously as "orienteering", "baseplate", "map compass" or "protractor" designs. This type of compass uses a separate magnetized needle inside a rotating capsule, an orienting "box" or gate for aligning the needle with magnetic north, a transparent base containing map orienting lines, and a bezel (outer dial) marked in degrees or other units of angular measurement. The capsule is mounted in a transparent baseplate containing a direction-of-travel (DOT) indicator for use in taking bearings directly from a map.
Other features found on modern orienteering compasses are map and romer scales for measuring distances and plotting positions on maps, luminous markings on the face or bezels, various sighting mechanisms (mirror, prism, etc.) for taking bearings of distant objects with greater precision, "global" needles for use in differing hemispheres, adjustable declination for obtaining instant true bearings without resorting to arithmetic, and devices such as inclinometers for measuring gradients. The sport of orienteering has also resulted in the development of models with extremely fast-settling and stable needles for optimal use with a topographic map, a land navigation technique known as terrain association.
The military forces of a few nations, notably the United States Army, continue to issue field compasses with magnetized compass dials or cards instead of needles. A magnetic card compass is usually equipped with an optical, lensatic, or prismatic sight, which allows the user to read the bearing or azimuth off the compass card while simultaneously aligning the compass with the objective (see photo). Magnetic card compass designs normally require a separate protractor tool in order to take bearings directly from a map.
The U.S. M-1950 military lensatic compass does not use a liquid-filled capsule as a damping mechanism, but rather electromagnetic induction to control oscillation of it magnetized card. A "deep-well" design is used to allow the compass to be used globally with a card tilt of up to 8 degrees without impairing accuracy. As induction forces provide less damping than fluid-filled designs, a needle lock is fitted to the compass to reduce wear, operated by the folding action of the rear sight/lens holder. The use of air-filled induction compasses has declined over the years, as they may become inoperative or inaccurate in freezing temperatures or extremely humid environments due to condensation or water ingress.
Some military compasses, like the U.S. M-1950 (Cammenga 3H) military lensatic compass, the Silva 4b Militaire, and the Suunto M-5N(T) contain the radioactive material tritium (1H3) and a combination of phosphors. The U.S. M-1950 equipped with self-luminous lighting contains 120 mCi (millicuries) of tritium. The purpose of the tritium and phosphors is to provide illumination for the compass, via radioluminescent tritium illumination, which does not require the compass to be "recharged" by sunlight or artificial light. However, tritium has a half-life of only about 12 years, so a compass that contains 120 mCi of tritium when new will contain only 60 when it is 12 years old, 30 when it is 24 years old, and so on. Consequently, the illumination of the display will fade.
Mariner's compasses can have two or more magnets permanently attached to a compass card, which moves freely on a pivot. A lubber line, which can be a marking on the compass bowl or a small fixed needle, indicates the ship's heading on the compass card. Traditionally the card is divided into thirty-two points (known as rhumbs), although modern compasses are marked in degrees rather than cardinal points. The glass-covered box (or bowl) contains a suspended gimbal within a binnacle. This preserves the horizontal position.
A thumb compass is a type of compass commonly used in orienteering, a sport in which map reading and terrain association are paramount. Consequently, most thumb compasses have minimal or no degree markings at all, and are normally used only to orient the map to magnetic north. Thumb compasses are also often transparent so that an orienteer can hold a map in the hand with the compass and see the map through the compass.
A gyrocompass is similar to a gyroscope. It is a non-magnetic compass that finds true north by using an (electrically powered) fast-spinning wheel and friction forces in order to exploit the rotation of the Earth. Gyrocompasses are widely used on ships. They have two main advantages over magnetic compasses:
Large ships typically rely on a gyrocompass, using the magnetic compass only as a backup. Increasingly, electronic fluxgate compasses are used on smaller vessels. However, magnetic compasses are still widely in use as they can be small, use simple reliable technology, are comparatively cheap, are often easier to use than GPS, require no energy supply, and unlike GPS, are not affected by objects, e.g. trees, that can block the reception of electronic signals.
Small compasses found in clocks, mobile phones, and other electronic devices are solid-state compasses, usually built out of two or three magnetic field sensors that provide data for a microprocessor. The correct heading relative to the compass is calculated using trigonometry.
Often, the device is a discrete component which outputs either a digital or analog signal proportional to its orientation. This signal is interpreted by a controller or microprocessor and either used internally, or sent to a display unit. The sensor uses highly calibrated internal electronics to measure the response of the device to the Earth's magnetic field.
GPS receivers using two or more antennae mounted separately and blending the data with an inertial motion unit (IMU) can now achieve 0.02° in heading accuracy and have startup times in seconds rather than hours for gyrocompass systems. The devices accurately determine the positions (latitudes and longitudes) of the antennae on the Earth, from which the cardinal directions can be calculated. Manufactured primarily for maritime and aviation applications, they can also detect pitch and roll of ships. Small, portable GPS receivers with only a single antenna can also determine directions if they are being moved, even if only at walking pace. By accurately determining its position on the Earth at times a few seconds apart, the device can calculate its speed and the true bearing (relative to true north) of its direction of motion. Frequently, it is preferable to measure the direction in which a vehicle is actually moving, rather than its heading, i.e. the direction in which its nose is pointing. These directions may be different if there is a crosswind or tidal current.
GPS compasses share the main advantages of gyrocompasses. They determine true North, as opposed to magnetic North, and they are unaffected by perturbations of the Earth's magnetic field. Additionally, compared with gyrocompasses, they are much cheaper, they work better in polar regions, they are less prone to be affected by mechanical vibration, and they can be initialized far more quickly. However, they depend on the functioning of, and communication with, the GPS satellites, which might be disrupted by an electronic attack or by the effects of a severe solar storm. Gyrocompasses remain in use for military purposes (especially in submarines, where magnetic and GPS compasses are useless), but have been largely superseded by GPS compasses, with magnetic backups, in civilian contexts.
Apart from navigational compasses, other specialty compasses have also been designed to accommodate specific uses. These include:
The magnetic compass is very reliable at moderate latitudes, but in geographic regions near the Earth's magnetic poles it becomes unusable. As the compass is moved closer to one of the magnetic poles, the magnetic declination, the difference between the direction to geographical north and magnetic north, becomes greater and greater. At some point close to the magnetic pole the compass will not indicate any particular direction but will begin to drift. Also, the needle starts to point up or down when getting closer to the poles, because of the so-called magnetic inclination. Cheap compasses with bad bearings may get stuck because of this and therefore indicate a wrong direction.
Magnetic compasses are influenced by any fields other than Earth's. Local environments may contain magnetic mineral deposits and artificial sources such as MRIs, large iron or steel bodies, electrical engines or strong permanent magnets. Any electrically conductive body produces its own magnetic field when it is carrying an electric current. Magnetic compasses are prone to errors in the neighborhood of such bodies. Some compasses include magnets which can be adjusted to compensate for external magnetic fields, making the compass more reliable and accurate.
A compass is also subject to errors when the compass is accelerated or decelerated in an airplane or automobile. Depending on which of the Earth's hemispheres the compass is located and if the force is acceleration or deceleration the compass will increase or decrease the indicated heading. Compasses that include compensating magnets are especially prone to these errors, since accelerations tilt the needle, bringing it closer or further from the magnets.
Another error of the mechanical compass is turning error. When one turns from a heading of east or west the compass will lag behind the turn or lead ahead of the turn. Magnetometers, and substitutes such as gyrocompasses, are more stable in such situations.
A magnetic rod is required when constructing a compass. This can be created by aligning an iron or steel rod with Earth's magnetic field and then tempering or striking it. However, this method produces only a weak magnet so other methods are preferred. For example, a magnetised rod can be created by repeatedly rubbing an iron rod with a magnetic lodestone. This magnetised rod (or magnetic needle) is then placed on a low friction surface to allow it to freely pivot to align itself with the magnetic field. It is then labeled so the user can distinguish the north-pointing from the south-pointing end; in modern convention the north end is typically marked in some way.
If a needle is rubbed on a lodestone or other magnet, the needle becomes magnetized. When it is inserted in a cork or piece of wood, and placed in a bowl of water it becomes a compass. Such devices were universally used as compass until the invention of the box-like compass with a 'dry' pivoting needle sometime around 1300.
Originally, many compasses were marked only as to the direction of magnetic north, or to the four cardinal points (north, south, east, west). Later, these were divided, in China into 24, and in Europe into 32 equally spaced points around the compass card. For a table of the thirty-two points, see compass points.
In the modern era, the 360-degree system took hold. This system is still in use today for civilian navigators. The degree system spaces 360 equidistant points located clockwise around the compass dial. In the 19th century some European nations adopted the "grad" (also called grade or gon) system instead, where a right angle is 100 grads to give a circle of 400 grads. Dividing grads into tenths to give a circle of 4000 decigrades has also been used in armies.
Most military forces have adopted the French "millieme" system. This is an approximation of a milli-radian (6283 per circle), in which the compass dial is spaced into 6400 units or "mils" for additional precision when measuring angles, laying artillery, etc. The value to the military is that one angular mil subtends approximately one metre at a distance of one kilometer. Imperial Russia used a system derived by dividing the circumference of a circle into chords of the same length as the radius. Each of these was divided into 100 spaces, giving a circle of 600. The Soviet Union divided these into tenths to give a circle of 6000 units, usually translated as "mils". This system was adopted by the former Warsaw Pact countries (e.g. Soviet Union, East Germany), often counterclockwise (see picture of wrist compass). This is still in use in Russia.
Because the Earth's magnetic field's inclination and intensity vary at different latitudes, compasses are often balanced during manufacture so that the dial or needle will be level, eliminating needle drag which can give inaccurate readings. Most manufacturers balance their compass needles for one of five zones, ranging from zone 1, covering most of the Northern Hemisphere, to zone 5 covering Australia and the southern oceans. This individual zone balancing prevents excessive dipping of one end of the needle which can cause the compass card to stick and give false readings.
Some compasses feature a special needle balancing system that will accurately indicate magnetic north regardless of the particular magnetic zone. Other magnetic compasses have a small sliding counterweight installed on the needle itself. This sliding counterweight, called a 'rider', can be used for counterbalancing the needle against the dip caused by inclination if the compass is taken to a zone with a higher or lower dip.
Like any magnetic device, compasses are affected by nearby ferrous materials, as well as by strong local electromagnetic forces. Compasses used for wilderness land navigation should not be used in proximity to ferrous metal objects or electromagnetic fields (car electrical systems, automobile engines, steel pitons, etc.) as that can affect their accuracy. Compasses are particularly difficult to use accurately in or near trucks, cars or other mechanized vehicles even when corrected for deviation by the use of built-in magnets or other devices. Large amounts of ferrous metal combined with the on-and-off electrical fields caused by the vehicle's ignition and charging systems generally result in significant compass errors.
At sea, a ship's compass must also be corrected for errors, called deviation, caused by iron and steel in its structure and equipment. The ship is swung, that is rotated about a fixed point while its heading is noted by alignment with fixed points on the shore. A compass deviation card is prepared so that the navigator can convert between compass and magnetic headings. The compass can be corrected in three ways. First the lubber line can be adjusted so that it is aligned with the direction in which the ship travels, then the effects of permanent magnets can be corrected for by small magnets fitted within the case of the compass. The effect of ferromagnetic materials in the compass's environment can be corrected by two iron balls mounted on either side of the compass binnacle.
A similar process is used to calibrate the compass in light general aviation aircraft, with the compass deviation card often mounted permanently just above or below the magnetic compass on the instrument panel. Fluxgate electronic compasses can be calibrated automatically, and can also be programmed with the correct local compass variation so as to indicate the true heading.