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Caving

From Wikipedia, the free encyclopedia
Recreational pastime of exploring cave systems
"Caver" redirects here. For other uses, seeCaver (disambiguation).
"Potholing" redirects here. For the process of digging small deep holes to look for buried public utilities, seeVacuum excavation.
A man caving in muddy passage with helictite formations on the walls and ceiling
Caving in a muddy section ofBlack Chasm Cave inCalifornia
Stephens Gap, a vertical cave inAlabama

Caving, also known asspelunking (United States and Canada) andpotholing (United Kingdom and Ireland), is the recreationalpastime of exploring wildcave systems (as distinguished fromshow caves). In contrast,speleology is the scientific study of caves and the cave environment.[1]

The challenges involved in caving vary according to the cave being visited; in addition to the total absence of light beyond the entrance, negotiatingpitches, squeezes,[2] and water hazards can be difficult.[3]Cave diving is a distinct, and more hazardous, sub-speciality undertaken by a small minority of technically proficient cavers.[4] In an area of overlap between recreational pursuit and scientific study, the most devoted and serious-minded cavers become accomplished at thesurveying and mapping of caves and the formal publication of their efforts. These are usually published freely and publicly, especially in the UK and other European countries, although in the US they are generally more private.

Although caving is sometimes categorized as an "extreme sport," cavers do not commonly use this terminology and typically dislike the term being used in reference to caving, as it implies a disregard for safety.[2][5] Though caving is a fairly safe sport compared to other activities that are sometimes classified as "extreme sports", incidents do occur.[6] These tend to be related toflooding,hypothermia, rock falls, caver falls,SRT accidents, or some combination of these.[7]

Many caving skills overlap with those involved incanyoning andmine andurban exploration.

Motivation

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Caving is often undertaken for the enjoyment of theoutdoor activity or for physical exercise, as well as original exploration, similar tomountaineering ordiving. Physical or biological science is also an important goal for some cavers, while others are engaged in cave photography.[2] Virgin cave systems comprise some of the last unexplored regions onEarth and much effort is put into trying to locate, enter and survey them. In well-explored regions (such as most developed nations), the most accessible caves have already been explored, and gaining access to new caves often requirescave digging or cave diving.

Caving, in certain areas, has also been utilized as a form of eco and adventure tourism, for examplein New Zealand. Tour companies have established an industry leading and guiding tours into and through caves. Depending on the type of cave and the type of tour, the experience could be adventure-based or ecological-based. There are tours led through lava tubes by a guiding service (e.g.Lava River Cave, the oceanic islands ofTenerife,Iceland andHawaii).

Caving has also been described as an "individualist's team sport" by some,[3] as cavers can often make a trip without direct physical assistance from others but will generally go in a group for companionship or to provide emergency help if needed. Some however consider the assistance cavers give each other as a typical team sport activity.[8]

Etymology

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The termpotholing refers to the act of exploringpotholes, a word originating in the north ofEngland for predominantlyvertical caves.

Caving in the north ofEngland

Clay Perry, an American caver of the 1940s, wrote about a group of men and boys who explored and studied caves throughoutNew England. This group referred to themselves asspelunkers, a term derived[9] from theLatinspēlunca ("cave, cavern, den").[10] This is regarded as the first use of the word in theAmericas. Throughout the 1950s,spelunking was the general term used for exploring caves inUS English. It was used freely, without any positive or negative connotations, although only rarely outside the US.

In the 1960s, the termsspelunking andspelunker began to be considereddéclassé among experienced enthusiasts. In 1985, Steve Knutson – editor of theNational Speleological Society (NSS) publicationAmerican Caving Accidents – made the following distinction:

…Note that (in this case) the term 'spelunker' denotes someone untrained and unknowledgeable in current exploration techniques, and 'caver' is for those who are.

This sentiment is exemplified bybumper stickers and T-shirts displayed by some cavers: "Cavers rescue spelunkers". Nevertheless, outside the caving community, "spelunking" and "spelunkers" predominately remain neutral terms referring to the practice and practitioners, without any respect to skill level.

History

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In the mid-19th century,John Birkbeck explored potholes in England, notablyGaping Gill in 1842 andAlum Pot in 1847–8, returning there in the 1870s. In the mid-1880s,Herbert E. Balch began exploringWookey Hole Caves and in the 1890s, Balch was introduced to thecaves of the Mendip Hills. One of the oldest established caving clubs,Yorkshire Ramblers' Club, was founded in 1892.[11]

Caving as a specialized pursuit was pioneered byÉdouard-Alfred Martel (1859–1938), who first achieved the descent and exploration of theGouffre de Padirac, in France, as early as 1889 and the first complete descent of a 110-metre (360 ft) wet vertical shaft at Gaping Gill in 1895. He developed his own techniques based on ropes and metallic ladders. Martel visitedKentucky and notablyMammoth Cave National Park in October 1912. In the 1920s famous US caverFloyd Collins made important explorations in the area and in the 1930s, as caving became increasingly popular, small exploration teams both in theAlps and in the karstic high plateaus of southwest France (Causses andPyrenees) transformed cave exploration into both a scientific and recreational activity.Robert de Joly,Guy de Lavaur andNorbert Casteret were prominent figures of that time, surveying mostly caves in Southwest France.[citation needed]

DuringWorld War II, an alpine team composed ofPierre Chevalier,Fernand Petzl, Charles Petit-Didier and others explored theDent de Crolles cave system nearGrenoble, France which became the deepest explored system in the world at that time at a depth of 658 metres (2,159 ft). The lack of available equipment during the war forced Pierre Chevalier and the rest of the team to develop their own equipment, leading to technical innovation. The scaling-pole (1940), nylon ropes (1942), use of explosives in caves (1947) and mechanical rope-ascenders (Henri Brenot's "monkeys", first used by Chevalier and Brenot in a cave in 1934) can be directly associated to the exploration of the Dent de Crolles cave system.[12]

In 1941, American cavers organized themselves into theNational Speleological Society (NSS) to advance the exploration, conservation, study and understanding of caves in the United States. American caverBill Cuddington, known as "Vertical Bill", further developed thesingle-rope technique (SRT) in the late 1950s.[13] In 1958, two Swiss alpinists, Juesi and Marti teamed together, creating the first rope ascender known as theJumar.[14] In 1968 Bruno Dressler asked Fernand Petzl, who worked as a metals machinist, to build a rope-ascending tool, today known as thePetzl Croll, that he had developed by adapting the Jumar to vertical caving. Pursuing these developments, Petzl started in the 1970s a caving equipment manufacturing company namedPetzl. The development of therappel rack and the evolution of mechanical ascension systems extended the practice and safety of vertical exploration to a wider range of cavers.[citation needed]

Practice and equipment

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Main article:Caving equipment
Caver in anAlabama cave showing common caving wear: coveralls, helmet-mounted lights, heavy boots and gloves.

Hard hats are worn to protect the head from bumps and falling rocks. The caver's primary light source is usually mounted on the helmet in order to keep the hands free. ElectricLED lights are most common. Many cavers carry two or more sources of light – one as primary and the others as backup in case the first fails. More often than not, a second light will be mounted to the helmet for quick transition if the primary fails.Carbide lamp systems are an older form of illumination, inspired by miner's equipment, and are still used by some cavers, particularly on remote expeditions where electric charging facilities are not available.[15]

The type of clothes worn underground varies according to the environment of the cave being explored, and the local culture. In cold caves, the caver may wear a warm base layer that retains its insulating properties when wet, such as a fleece ("furry") suit or polypropylene underwear, and an oversuit of hard-wearing (e.g.,cordura) or waterproof (e.g.,PVC) material. Lighter clothing may be worn in warm caves, particularly if the cave is dry, and in tropical caves thin polypropylene clothing is used, to provide some abrasion protection while remaining as cool as possible.Wetsuits may be worn if the cave is particularly wet or involves stream passages. On the feetboots are worn – hiking-style boots in drier caves, or rubber boots (such aswellies) often withneoprene socks ("wetsocks") in wetter caves.Knee-pads (and sometimeselbow-pads) are popular for protecting joints during crawls. Depending on the nature of the cave, gloves are sometimes worn to protect the hands against abrasion or cold. In pristine areas and for restoration, clean oversuits and powder-free, non-latexsurgical gloves are used to protect the cave itself from contaminants.Ropes are used for descending or ascending pitches (single rope technique or SRT) or for protection.Knots commonly used in caving are thefigure-of-eight- (orfigure-of-nine-) loop,bowline,alpine butterfly, andItalian hitch. Ropes are usually rigged usingbolts,slings, andcarabiners. In some cases cavers may choose to bring and use a flexible metal ladder.

In addition to the equipment already described, cavers frequently carry packs containingfirst-aid kits, emergency equipment, and food. Containers for securely transportingurine are also commonly carried.[16] On longer trips, containers for securely transportingfeces out of the cave are carried.[17]

During very long trips, it may be necessary to camp in the cave – some cavers have stayed underground for many days, or in particularly extreme cases, for weeks at a time. This is particularly the case when exploring or mapping extensive cave systems, where it would be impractical to retrace the route back to the surface regularly. Such long trips necessitate the cavers carrying provisions, sleeping, and cooking equipment.

Safety

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A caver begins rope descent of a vertical shaft using an abseil rack.
See also:Cave rescue

Caves can be dangerous places; hypothermia,falling,flooding, falling rocks and physicalexhaustion are the main risks. Rescuing people from underground is difficult and time-consuming, and requires special skills, training, and equipment. Full-scale cave rescues often involve the efforts of dozens of rescue workers (often other long-time cavers who have participated in specialized courses, as normal rescue staff are not sufficiently experienced in cave environments), who may themselves be put in jeopardy in effecting the rescue. This said, caving is not necessarily a high-risk sport (especially if it does not involve difficult climbs or diving). As in all physical sports, knowing one's limitations is key.

Caving in warmer climates carries the risk of contractinghistoplasmosis, a fungal infection that is contracted from bird or bat droppings. It can causepneumonia and can disseminate in the body to cause continued infections.[18]

In many parts of the world,leptospirosis, a type of bacterial infection spread by animals including rats,[19] is a distinct threat. The presence of rat urine in rainwater or precipitation that enters the cave's water system is the primary vector of infection. Complications are uncommon, but can be serious.These safety risks while caving can be minimized by using a number of techniques:

  • Checking that there is no danger of flooding during the expedition. Rainwater funneled underground can flood a cave very quickly, trapping people in cut-off passages anddrowning them. In the UK, drowning accounts for almost half of all caving fatalities (seeList of UK caving fatalities).
  • Using teams of several cavers, preferably at least four. If an injury occurs, one caver stays with the injured person while the other two go out for help, providing assistance to each other on their way out.
  • Notifying people outside the cave as to the intended return time. After an appropriate delay without a return, these will then organize a search party (usually made up by other cavers trained incave rescues, as even professional emergency personnel are unlikely to have the skills to effect a rescue in difficult conditions).
  • Use ofhelmet-mounted lights (hands-free) with extra batteries. American cavers recommend a minimum of three independent sources of light per person,[20] but two lights is common practice among European cavers.[citation needed]
  • Sturdy clothing and footwear, as well as ahelmet, are necessary to reduce the impact of abrasions, falls, and falling objects. Synthetic fibers and woolens, which dry quickly, shed water, and are warm when wet, are vastly preferred to cotton materials, which retain water and increase the risk of hypothermia. It is also helpful to have several layers of clothing, which can be shed (and stored in the pack) or added as needed. In watery cave passages,polypropylene thermal underwear or wetsuits may be required to avoidhypothermia.
  • Cave passages look different from different directions. In long or complex caves, even experienced cavers can become lost. To reduce the risk of becoming lost, it is necessary to memorize the appearance of key navigational points in the cave as they are passed by the exploring party. Each member of a cave party shares responsibility for being able to remember the route out of the cave. In some caves it may be acceptable to mark a small number of key junctions with small stacks or "cairns" of rocks, or to leave a non-permanent mark such as high-visibilityflagging tape tied to a projection.
  • Vertical caving uses ladders or single rope technique (SRT) to avoid the need for climbing passages that are too difficult. SRT is a complex skill and requires proper training and well-maintained equipment. Some drops that areabseiled down may be as deep as several hundred meters (for exampleHarwoods Hole).

Cave conservation

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Many cave environments are very fragile. Manyspeleothems can be damaged by even the slightest touch and some by impacts as slight as a breath. Research suggests that increased carbon dioxide levels can lead to "a higher equilibrium concentration of calcium within the drip waters feeding the speleothems, and hence causes dissolution of existing features."[21] In 2008, researchers found evidence that respiration from cave visitors may generate elevated carbon dioxide concentrations in caves, leading to increased temperatures of up to 3 °C and a dissolution of existing features.[21]

Pollution is also of concern. Since water that flows through a cave eventually comes out in streams and rivers, any pollution may ultimately end up in someone's drinking water, and can even seriously affect the surface environment, as well. Even minor pollution such as droppingorganic material can have a dramatic effect on the cave biota.

Cave-dwelling species are also very fragile. Often, a particular species found in a cave may live within that cave alone, and be found nowhere else in the world; an example is theAlabama cave shrimp. Cave-dwelling species are accustomed to a near-constant climate of temperature and humidity, and any disturbance can be disruptive to the species' life cycles. Though cave wildlife may not always be immediately visible, it is typically nonetheless present in most caves.

Bats are one such fragile species of cave-dwelling animal. Bats whichhibernate are most vulnerable during the winter season, when no food supply exists on the surface to replenish the bat's store of energy should it be awakened from hibernation. Bats whichmigrate are most sensitive during the summer months when they are raising their young. For these reasons, visiting caves inhabited by hibernating bats is discouraged during cold months; and visiting caves inhabited by migratory bats is discouraged during the warmer months when they are most sensitive and vulnerable. Due to an affliction affecting bats in the northeastern US known aswhite nose syndrome (WNS),[22] the US Fish & Wildlife Service has called for a moratorium effective March 26, 2009, on caving activity in states known to have hibernacula (MD, NY, VT, NH, MA, CT, NJ, PA, VA, and WV) affected by WNS, as well as adjoining states.[23]

Some cave passages may be marked with flagging tape or other indicators to show biologically, aesthetically, or archaeologically sensitive areas. Marked paths may show ways around notably fragile areas such as a pristine floor ofsand orsilt which may be thousands of years old, dating from the last time water flowed through the cave. Such deposits may easily be spoiled forever by a single misplaced step. Active formations such asflowstone can be similarly marred with a muddy footprint or handprint, and ancient human artifacts, such as fiber products, may even crumble to dust under all but the most gentle touch.

In 1988, concerned that cave resources were becoming increasingly damaged through unregulated use, Congress enacted theFederal Cave Resources Protection Act, giving land management agencies in the United States expanded authority to manage cave conservation on public land.[24]

Caving organizations

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Main article:Caving organizations

Cavers in many countries have created organizations for the administration and oversight of caving activities within their nations. The oldest of these is theFrench Federation of Speleology (originally Société de spéléologie) founded by Édouard-Alfred Martel in 1895, which produced the first periodical journal in speleology,Spelunca. The first University-based speleological institute in the world was founded in 1920 inCluj-Napoca, Romania, byEmil Racovita, a Romanian biologist, zoologist, speleologist and explorer of Antarctica.

TheBritish Speleological Association was established in 1935. In the United States, theNational Speleological Society in the US was founded in 1941; however, it was originally formed as the Speleological Society ofthe District of Columbia on May 6, 1939.

An international speleological congress was proposed at a meeting in Valence-sur-Rhone, France in 1949 and first held in 1953 in Paris. TheInternational Union of Speleology (UIS) was founded in 1965.[25]

See also

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References

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  1. ^Caving in New Zealand (fromTe Ara: The Encyclopedia of New Zealand, Accessed 2012-11.)
  2. ^abc"Many find caving's challenges, thrills illuminating".NewsOK. 8 June 2008. Archived fromthe original on March 26, 2013. Retrieved12 November 2012.
  3. ^abPearson, Anna."Caving in New Zealand".Stuff.co.nz - Fairfax NZ News. Retrieved12 November 2012.
  4. ^"About Caving".british-caving.org.uk.British Caving Association. Retrieved31 August 2018.... people start... as sporting cavers and develop... other interests such as... cave diving...
  5. ^Chiacchia, Ken (6 April 2001)."Extreme Caving - Gorgeous settings present dangers and challenges in Omnimax film".Pittsburgh Post-Gazette. Retrieved12 November 2012.
  6. ^Rob."How Dangerous Is Caving Really? – Facts, not opinions".startcaving.com. Retrieved2025-02-20.
  7. ^Sovie, Adia (May 2024)."American Caving Accident Reports 2021 and 2022"(PDF).NSS News. pp. 8–29.
  8. ^"Plunge into Roanoke's real underground".Roanoke Times. 7 March 2008. Archived fromthe original on 2011-12-08. Retrieved12 November 2012.
  9. ^Harper, Douglas."spelunk".Online Etymology Dictionary.
  10. ^spelunca. Charlton T. Lewis and Charles Short.A Latin Dictionary onPerseus Project.
  11. ^"The Club".Yorkshire Rambler's Club Website. YRC Committee. Archived fromthe original on 31 December 2013. Retrieved10 January 2014.
  12. ^"La Dent de Crolles et son réseau souterrain"(PDF). Comité départemental de spéléologie de l'Isère. 1997.
  13. ^Smith, Bruce L. R.; Padgett, Allen; Speleological Society Vertical Section, National (1996).On rope: North American vertical rope techniques for caving... rappellers. Huntsville, Ala.: Vertical Section, National Speleological Society.ISBN 1-879961-05-9.{{cite book}}: CS1 maint: multiple names: authors list (link)
  14. ^"Vertical caving terminology and methods".www.cavinguk.co.uk. Retrieved2025-09-16.
  15. ^Caving equipment and culture (fromTe Ara: The Encyclopedia of New Zealand)
  16. ^"Minimum-Impact Caving".caves.org. Archived fromthe original on 2021-06-28. Retrieved2021-06-28.
  17. ^"How Spelunking Works".HowStuffWorks. 2008-03-26. Retrieved2021-03-01.
  18. ^Stenn, Frederick (1960). "Cave Disease or Speleonosis".Archives of Internal Medicine.105 (2):181–183.doi:10.1001/archinte.1960.00270140003001.PMID 13834312.
  19. ^"Leptospirosis".NHS.Archived from the original on Oct 3, 2017.Leptospirosis is a type of bacterial infection spread by animals. It's caused by a strain of bacteria called leptospira. In 90% of cases, leptospirosis only causes mild flu-like symptoms, such as a headache, chills and muscle pain. However, in some cases the infection is more severe and can cause life-threatening problems, including organ failure and internal bleeding. In its most severe form, leptospirosis is also known as Weil's disease.
  20. ^"What to Bring: Lights".A Guide to Responsible Caving(PDF).National Speleological Society. 2016. p. 11. Archived fromthe original(PDF) on 2016-04-18.
  21. ^abBaker, A.; Genty, D. (June 1998). "Environmental pressures on conserving cave speleothems: effects of changing surface land use and increased cave tourism".Journal of Environmental Management.53 (2):165–175.doi:10.1006/jema.1998.0208.
  22. ^Northeast Region Web Development Group."Page Redirect".fws.gov. Archived fromthe original on 2008-02-09. Retrieved2009-04-09.
  23. ^"U.S Fish and Wildlife Service Advisory"(PDF). 2009-03-26. Archived fromthe original(PDF) on 2022-08-29. Retrieved2022-10-10.
  24. ^Iraola, Roberto (October 2005). "Statutory overview: The Federal Cave Resources Protection Act of 1988".Fordham Environmental Law Review.17:89–271.
  25. ^"What is the UIS?".www.uis-speleo.org. Retrieved2019-04-28.
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