'' in full sail, c. 1915 In 1914, the explorer
Ernest Shackleton began preparing an expedition which had the goal of completing the first crossing of the Antarctic continent. The failure of
Robert Falcon Scott to beat the Norwegian
Roald Amundsen to the
South Pole in 1911 was considered a blot on Britain's reputation in polar exploration. Shackleton's expedition was intended to return the country to the forefront of Antarctic endeavour. He set up his headquarters at Burlington Road in London and interviewed candidates for the expedition. One position was as captain for the expedition's vessel, the
Endurance. Worsley, in London awaiting a new berth, joined the expedition as a result of a dream in which he navigated a ship around icebergs drifting down Burlington Street. He took it as a premonition and the next day hurried down to Burlington Street, where he noticed a sign on a building advertising what Shackleton called the
Imperial Trans-Antarctic Expedition. He entered the building and met Shackleton. After a few minutes of conversation, Shackleton offered him the captaincy of the
Endurance, which Worsley accepted. The
Endurance left England on 8 August 1914 destined for
Buenos Aires, where Shackleton, travelling separately, would later meet the expedition. The departure was troubled by the impending outbreak of the
First World War. Some members, including Worsley, anticipating being called up for military service, proposed a postponement of the voyage. However, the Admiralty advised Shackleton to proceed with his plans even after Britain declared war on Imperial Germany on 4 August. Just prior to the departure of the
Endurance, Worsley approached the authorities and was advised that RNR personnel were not being called up at the time. While steaming to South America, fuel ran low and wood intended for planned buildings at the expedition's base in Antarctica was used to keep the engine running. Worsley ran a relatively relaxed ship with little discipline or control of alcohol consumption. Four crew members got into a barroom brawl at a stopover in
Madeira, a neutral port. While anchored in the harbour, a neighbouring German ship swung into the
Endurance, damaging it. Worsley angrily boarded the German ship with some other members of the expedition and forced the crew to repair the damage. Shackleton, briefed on Worsley's handling of the voyage to date once he had caught up with the expedition at Buenos Aires, began to have concerns about his choice of captain. Worsley was to be in command of the resupply expedition for the party that was to winter over in Antarctica, but Shackleton began to doubt whether his leadership skills were sufficient to achieve this. After resupplying at Buenos Aires, the
Endurance left for the remote island of
South Georgia, in the South Atlantic, on 26 October. It duly arrived at
Grytviken Station, a Norwegian whaling outpost, on 5 November. The Norwegians confirmed initial reports from Buenos Aires that the Antarctic pack ice was much further north than usual. Shackleton followed the Norwegians' advice to delay departure until later in the summer, and it was not until 5 December that the
Endurance steamed south for the
Weddell Sea.
Icebound The
Endurance encountered the pack ice three days after leaving South Georgia, and Worsley began working the ship through the various bergs. On occasion it was necessary to ram a path through the ice. Progress was intermittent; on some days little headway was made while on other days large stretches of open water allowed swift passage southwards. Worsley would often direct the helmsman from the crow's nest, from where he could see any breaks in the ice. During this time Shackleton came to think that Worsley was less suited to giving orders than to following them, which he would do with the utmost determination. On 18 January 1915, the ship became iced in. Within a few days, it was apparent that the
Endurance was held fast and was likely to remain so for the upcoming winter. Trapped, the ship slowly drifted westwards with the ice, and the expedition settled in for the winter. The original plan had been to leave a shore party on the Antarctic mainland while Worsley took the
Endurance northwards. There had been no expectation that the entire expedition would live aboard the ship in the long term. Worsley relished the challenge; he slept in the passageway rather than the cabins, and even in the depths of winter, would shock his companions by taking snow baths on the ice. With little to do since the
Endurance became trapped, he occupied himself taking soundings of the ocean and collecting specimens. He later wrote a report titled
Biological, Soundings and Magnetic Record, Weddell Sea, 1914–1916. By July, it was becoming obvious that the ice was likely to crush the
Endurance, which creaked and trembled under the pressure, and Shackleton instructed Worsley to be prepared to quickly abandon ship if the need arose. Worsley was initially incredulous, asking Shackleton: "You seriously mean to tell me that the ship is doomed?" Shackleton responded, "The ship can't live in this, Skipper." Finally, on 24 October, the pressure of the ice caused the sternpost of the
Endurance to twist and the ship began to quickly let in water. After desperate attempts to fix the leak and pump the ship dry, Shackleton gave the order to abandon ship three days later. Salvaging what essential supplies they could, the expedition set out on 30 October for
Robertson Island, 320 km (200 miles) to the northeast. After just three days, it was clear that the condition of the ice was too rough for sledging. Having travelled only a 2.4 km (1.5 miles) from where the
Endurance was sinking, they set up camp to wait for the ice to break up. Lumber and tents were salvaged from the crushed ship, which was still not fully submerged, and a reasonable camp, known as Ocean Camp, was established. The expedition stayed here for two months until 23 December, when they struck camp. The conditions underfoot were slushy during the day, as the temperature warmed up. Shackleton resolved to do most of the trekking at night, sledging the three lifeboats of the
Endurance behind them. The sledging was hard work and after little more than a week, Shackleton and his men were forced to camp once more. Underneath, the ice continued to move northwards, and by April 1916, the floe they were on was nearly within sight of
Elephant Island but beginning to break up. Shackleton ordered the expedition to the lifeboats, placing Worsley in charge of one of them, the
Dudley Docker. It took a week to reach Elephant Island, the ice and currents inhibiting progress. The first few nights involved camping on nearby ice floes with the constant risk of them breaking up, but the last four nights were in the boats, with Worsley spending most of it at the tiller and going without sleep for 90 hours straight. His experience with open boats came to the fore in his sound handling of the
Dudley Docker, while his navigation was exemplary, guiding the fleet of lifeboats unerringly to Elephant Island once they found favourable wind conditions. On the final night at sea, with Elephant Island having been sighted earlier in the day, heavy seas separated his boat from the other two lifeboats. His boat taking on water and caught in a rip, Worsley steered the
Dudley Docker all through the night. Relieved early in the morning, he promptly fell asleep and could only be awoken by kicks to the head; it was only three years later that he found out the method used to wake him up. The
Dudley Docker made shore on 15 April, landing on the same shingle beach of Elephant Island as the other lifeboats. It was the expedition's first landfall in almost 18 months.
Voyage of the James Caird It quickly became apparent that Elephant Island, 32 km (20 miles) of rock and ice with little shelter, was not a welcoming environment with winter approaching and most of the expedition members weakened by their ordeal. Furthermore, the expedition could not be expected to be spotted by search parties or passing whalers. Within days of landing on Elephant Island, Shackleton decided to take a small party and sail the largest lifeboat, the
James Caird, named for one of the expedition's sponsors, to South Georgia, 1300 km (800 miles) away. From there he would obtain a ship and return for the remainder of his men. Worsley, whose navigational skills had impressed Shackleton, volunteered to accompany him. The
James Caird, originally built to Worsley's specifications, was about 6.7m (22 feet) long and the expedition's carpenter,
Harry McNish, immediately set about improving its seaworthiness. On 24 April, the weather dawned clear and after being provisioned with 30 days of supplies, the boat left Elephant Island. Worsley was faced with the task of navigating the
Southern Ocean to South Georgia. There was no margin for error as the
James Caird would sail into the South Atlantic if he missed the island; this would mean almost certain death for those in the lifeboat, as well as for those remaining on Elephant Island. Fortuitously, the weather was fine on the day of departure from the island and this allowed Worsley to obtain a sun sighting to ensure that his chronometer was rated. , 24 April 1916 Shortly after the start of the voyage, the
James Caird, which, in addition to Shackleton and Worsley, also carried McNish, sailors
John Vincent and
Timothy McCarthy, as well as the experienced
Tom Crean, encountered the ice but Worsley found a way through and into the open ocean. The crew set up two watches for the journey, which eventually took 16 days in heavy seas to reach South Georgia. For most of the voyage, the weather was so stormy and overcast Worsley was unable to take more than a few sightings with his sextant. He described one sighting as "...cuddling the mast with one arm and swinging fore and aft round the mast, sextant and all..." and he would "...catch the sun when the boat leaped her highest on the crest of a sea...". At times the sea conditions were so rough he was braced by the other crew members when taking his sightings. On occasion, the temperature was bitter and each man would spend one-minute shifts chipping away ice that coated the top surfaces of the
James Caird, affecting its buoyancy. The heavy seas meant there was considerable risk that a man could go overboard. After two weeks, Worsley began to worry about the lack of sightings and advised Shackleton he could not calculate their position to less than 16 km (10 mile) accuracy. As a result, Shackleton opted to aim for the western side of South Georgia which meant that, with the prevailing winds, if they missed their target they would be carried onto the east coast of the island. The next day they began to see drifting seaweed and seabirds circulating overhead, indicating the presence of nearby land. On 8 May, through mists and squalls, the crew sighted South Georgia's Cape Demidov, precisely in line with the course calculated by Worsley. He saw a "...towering black crag, with a lacework of snow around its flanks. One glimpse, and it was hidden again. We looked at each other with cheerful, foolish grins." Sea and wind conditions were such that they were unable to make their way to the Norwegian whaling stations 238 km (148 miles) away on the east coast. Instead they made for
King Haakon Bay. Now out of drinking water, they were forced by the high seas to approach the rocky coast with care and heave-to for the night. A gale blew strongly the next day and, despite their best efforts, they stayed offshore for a further night. Conditions were much better on 10 May and, after adverse winds caused failure of his first few attempts, Worsley carefully sailed the
James Caird through a rocky reef guarding King Haakon Bay and onto the beach.
Trek , where the
James Caird landed, is the large anvil-shaped indentation at the western end of the southerly side. After slaking their thirst from a nearby stream, the crew unloaded the
James Caird and spent the first night on South Georgia in a cave. The next day, Shackleton announced his intention to walk 35 km (22 miles) across the island to the Norwegian whaling station at
Stromness Bay. The crew were too exhausted, and the
James Caird too battered, for Shackleton to consider sailing around the island. After resting more than a week, Shackleton, Worsley and Crean, set out on 19 May. The interior of South Georgia was mountainous and covered with glaciers. Their map of South Georgia showed only the coastline, and on several occasions, they were forced to backtrack when their route was found to be impassable. After a non-stop trek of 36 hours, the trio reached Stromness Bay and were taken to the manager of the whaling station. He was unable to recognise Shackleton, whom he had met during the expedition's stopover on the island nearly two years previously. After a hot bath and a large meal, Worsley set out on a whaler to collect the three men left behind at King Haakon Bay. That night a strong blizzard struck the island. Had it developed while Worsley and the others were on their trek, it would have likely killed them. They were fortunate the weather had been relatively good for their trek across the island. Later, all three trekkers would talk of a "
fourth presence" that accompanied them. In his account of the walk, Worsley would write "...I again find myself counting our party—Shackleton, Crean, and I and—who was the other? Of course, there were only three, but it is strange that in mentally reviewing the crossing we should always think of a fourth, and then correct ourselves." The next day, McNish, McCarthy and Vincent were picked up. They were unable to recognise Worsley, freshly shaven, when he stepped ashore. The
James Caird, which had been pulled up the beach and turned over to serve as a shelter, was also retrieved.
Rescue Three days after McNish and the others were brought back to Stromness Bay, Shackleton, Crean and Worsley, along with a crew of volunteers from the whaling station, set out on a hired ship for Elephant Island. They got to within 97 km (60 miles) of the island before ice prevented any further passage south. Unable to break a passage through the ice, they steamed to the
Falkland Islands to obtain a more suitable vessel. By now news of the fate of the expedition had reached Britain. Despite messages of goodwill and support, the only British vessel that could be found was the , Robert Falcon Scott's old ship, but this would not be available until October. The war tied up all other available resources. Waiting for October was not acceptable to Shackleton who, desperately concerned for the men on Elephant Island, continued to search for a ship. The British Foreign Office prevailed on the governments of Uruguay, Chile and Argentina for a suitable vessel. The Uruguayans came forward with a small survey ship, and this was sailed to within sight of Elephant Island before it too had to turn back. An effort with an Argentinean vessel which set sail on 12 July also failed after three weeks of atrocious weather. Chile offered the use of the
Yelcho, and on this steel-hulled steamer, Shackleton, Worsley and Crean set out with a crew on 25 August. Fortunately, in contrast to their previous attempt, the weather was mild and on 30 August, they reached Elephant Island where, to their great joy, they found all 22 men who had been left behind alive. Within an hour all were retrieved and, not wanting to risk being trapped by ice, the
Yelcho quickly departed for Punta Arenas, where it was greeted with great fanfare. Worsley later wrote: "...I was always sorry for the twenty-two men who lived in that horrible place for four months of misery while we were away on the boat journey, and the four attempts at rescue ending with their joyful relief." While Worsley had been retrieving McNish and the others from King Haakon Bay, Shackleton was advised of the fate of his
Ross Sea party, which had been tasked with laying depots on Shackleton's intended route across Antarctica. Ten men, forming a winter party, had set up a base at
Hut Point, while their ship, the
SY Aurora, owned by Shackleton, wintered at
Cape Evans. In May 1915, the ship broke free from its moorings and became trapped in the ice. Badly damaged, it drifted with the ice for over six months before it broke free and its captain,
Joseph Stenhouse, was able to sail it to New Zealand in March 1916. No one had heard from the stranded winter party at Hut Point for nearly two years. After journeying with the rest of the survivors of his own party to Argentina, Shackleton, along with Worsley, left for New Zealand. From here they hoped to find a ship to take them south to retrieve the Ross Sea party. Shackleton had brought Worsley along intending to use his services in the retrieval of the winter party. However, after their arrival in New Zealand in December 1916, they found themselves without a ship. They had expected to use the
Aurora with Shackleton as its captain. In the meantime, the Australian, New Zealand and British governments had put forward funds for the rescue but, influenced by the explorer
Douglas Mawson, who disliked Shackleton, the Australian government appointed its own captain. After protracted negotiations, Shackleton sailed on board the
Aurora as a
supernumerary officer. Worsley was left behind but was placated with a paid passage to Britain. The seven surviving members of the winter party were duly rescued. Worsley was later awarded the
Polar Medal for his service on the expedition. ==First World War==