Caving, also known as spelunking (United States and Canada) and potholing (United Kingdom and Ireland), is the recreational
pastime of exploring wild
cave
Caves or caverns are natural voids under the Earth's Planetary surface, surface. Caves often form by the weathering of rock and often extend deep underground. Exogene caves are smaller openings that extend a relatively short distance undergrou ...
systems (as distinguished from
show caves). In contrast,
speleology
Speleology () is the scientific study of caves and other karst features, as well as their chemical composition, composition, structure, physical property, physical properties, history, ecology, and the processes by which they form (speleogenes ...
is the scientific study of caves and the cave environment.
[Caving in New Zealand](_blank)
(from Te Ara: The Encyclopedia of New Zealand, Accessed 2012-11.)
The challenges involved in caving vary according to the cave being visited; in addition to the total absence of light beyond the entrance, negotiating
pitches, squeezes,
[ and water hazards can be difficult.] Cave diving is a distinct, and more hazardous, sub-speciality undertaken by a small minority of technically proficient cavers. In an area of overlap between recreational pursuit and scientific study, the most devoted and serious-minded cavers become accomplished at the surveying 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
Action sports, adventure sports or extreme sports are physical activity, activities perceived as involving a high degree of risk of injury or death. These activities often involve speed, height, a high level of physical exertion and highly speci ...
," 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. Though caving is a fairly safe sport compared to other activities that are sometimes classified as "extreme sports", incidents do occur. These tend to be related to flooding, hypothermia
Hypothermia is defined as a body core temperature below in humans. Symptoms depend on the temperature. In mild hypothermia, there is shivering and mental confusion. In moderate hypothermia, shivering stops and confusion increases. In severe ...
, rock falls, caver falls, SRT accidents, or some combination of these.
Many caving skills overlap with those involved in canyoning
Canyoning (canyoneering in the United States, kloofing in South Africa) is a sport that involves traveling through canyons using a variety of techniques, such as walking, scrambling, climbing, jumping, abseiling (rappelling), swimming, and raft ...
and mine and urban exploration
Urban exploration (often shortened as UE, urbex, and sometimes known as roof and tunnel hacking) is the exploration of manmade structures, usually abandoned ruins or hidden components of the manmade environment. Photography and historical inte ...
.
Motivation
Caving is often undertaken for the enjoyment of the outdoor activity or for physical exercise, as well as original exploration, similar to mountaineering
Mountaineering, mountain climbing, or alpinism is a set of outdoor activities that involves ascending mountains. Mountaineering-related activities include traditional outdoor climbing, skiing, and traversing via ferratas that have become mounta ...
or diving. Physical or biological science is also an important goal for some cavers, while others are engaged in cave photography.[ Virgin cave systems comprise some of the last unexplored regions on ]Earth
Earth is the third planet from the Sun and the only astronomical object known to Planetary habitability, harbor life. This is enabled by Earth being an ocean world, the only one in the Solar System sustaining liquid surface water. Almost all ...
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 requires cave digging or cave diving.
Caving, in certain areas, has also been utilized as a form of eco and adventure tourism, for example in 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 of Tenerife
Tenerife ( ; ; formerly spelled ''Teneriffe'') is the largest and most populous island of the Canary Islands, an Autonomous communities of Spain, autonomous community of Spain. With a land area of and a population of 965,575 inhabitants as of A ...
Iceland
an
.
Caving has also been described as an "individualist's team sport" by some,[ 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.]
Etymology
The term ''potholing'' refers to the act of exploring ''potholes'', a word originating in the north of England
England is a Countries of the United Kingdom, country that is part of the United Kingdom. It is located on the island of Great Britain, of which it covers about 62%, and List of islands of England, more than 100 smaller adjacent islands. It ...
for predominantly vertical caves.
Clay Perry, an American caver of the 1940s, wrote about a group of men and boys who explored and studied caves throughout New England
New England is a region consisting of six states in the Northeastern United States: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. It is bordered by the state of New York (state), New York to the west and by the ...
. This group referred to themselves as ''spelunkers'', a term derived from the Latin
Latin ( or ) is a classical language belonging to the Italic languages, Italic branch of the Indo-European languages. Latin was originally spoken by the Latins (Italic tribe), Latins in Latium (now known as Lazio), the lower Tiber area aroun ...
' ("cave, cavern, den"). This is regarded as the first use of the word in the Americas
The Americas, sometimes collectively called America, are a landmass comprising the totality of North America and South America.''Webster's New World College Dictionary'', 2010 by Wiley Publishing, Inc., Cleveland, Ohio. When viewed as a sing ...
. Throughout the 1950s, ''spelunking'' was the general term used for exploring caves in US English
American English, sometimes called United States English or U.S. English, is the set of varieties of the English language native to the United States. English is the most widely spoken language in the United States and, since 2025, the offici ...
. It was used freely, without any positive or negative connotations, although only rarely outside the US.
In the 1960s, the terms ''spelunking'' and ''spelunker'' began to be considered déclassé among experienced enthusiasts. In 1985, Steve Knutson – editor of the National Speleological Society (NSS) publication ''American Caving Accidents'' – made the following distinction:
This sentiment is exemplified by bumper 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
In the mid-19th century, John Birkbeck explored potholes in England, notably Gaping Gill in 1842 and Alum Pot in 1847–8, returning there in the 1870s. In the mid-1880s, Herbert E. Balch began exploring Wookey Hole Caves and in the 1890s, Balch was introduced to the caves of the Mendip Hills. One of the oldest established caving clubs, Yorkshire Ramblers' Club, was founded in 1892.
Caving as a specialized pursuit was pioneered by Édouard-Alfred Martel (1859–1938), who first achieved the descent and exploration of the Gouffre de Padirac, in France, as early as 1889 and the first complete descent of a 110-metre wet vertical shaft at Gaping Gill in 1895. He developed his own techniques based on ropes and metallic ladders. Martel visited Kentucky
Kentucky (, ), officially the Commonwealth of Kentucky, is a landlocked U.S. state, state in the Southeastern United States, Southeastern region of the United States. It borders Illinois, Indiana, and Ohio to the north, West Virginia to the ...
and notably Mammoth Cave National Park in October 1912. In the 1920s famous US caver Floyd Collins made important explorations in the area and in the 1930s, as caving became increasingly popular, small exploration teams both in the Alps
The Alps () are some of the highest and most extensive mountain ranges in Europe, stretching approximately across eight Alpine countries (from west to east): Monaco, France, Switzerland, Italy, Liechtenstein, Germany, Austria and Slovenia.
...
and in the karstic high plateaus of southwest France (Causses
The Causses () are a group of limestone plateaux (700–1,200 m) in the Massif Central. They are bordered to the north-west by the Limousin (région), Limousin and the Périgord uplands, and to the east by the Aubrac and the Cévennes. Large river ...
and Pyrenees) transformed cave exploration into both a scientific and recreational activity. Robert de Joly, Guy de Lavaur and Norbert Casteret were prominent figures of that time, surveying mostly caves in Southwest France.
During World War II
World War II or the Second World War (1 September 1939 – 2 September 1945) was a World war, global conflict between two coalitions: the Allies of World War II, Allies and the Axis powers. World War II by country, Nearly all of the wo ...
, an alpine team composed of Pierre Chevalier, Fernand Petzl, Charles Petit-Didier and others explored the Dent de Crolles cave system near Grenoble
Grenoble ( ; ; or ; or ) is the Prefectures in France, prefecture and List of communes in France with over 20,000 inhabitants, largest city of the Isère Departments of France, department in the Auvergne-Rhône-Alpes Regions of France, region ...
, which became the deepest explored system in the world (-658m) at that time. 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.
In 1941, American cavers organized themselves into the National Speleological Society (NSS) to advance the exploration, conservation, study and understanding of caves in the United States. American caver Bill Cuddington, known as "Vertical Bill", further developed the single-rope technique (SRT) in the late 1950s. In 1958, two Swiss alpinists, Juesi and Marti teamed together, creating the first rope ascender known as the Jumar. In 1968 Bruno Dressler asked Fernand Petzl, who worked as a metals machinist, to build a rope-ascending tool, today known as the Petzl 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 named Petzl. The development of the rappel rack and the evolution of mechanical ascension systems extended the practice and safety of vertical exploration to a wider range of cavers.
Practice and equipment
Hard hat
A hard hat is a type of helmet predominantly used in hazardous environments such as industrial or construction sites to protect the Human head, head from injury due to falling objects (such as tools and debris), impact with other objects, and ...
s 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. Electric LED 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.
The type of clothes
Clothing (also known as clothes, garments, dress, apparel, or attire) is any item worn on a human human body, body. Typically, clothing is made of fabrics or textiles, but over time it has included garments made from animal skin and other thin s ...
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 feet boots are worn – hiking-style boots in drier caves, or rubber boots (such as wellies
A Wellington boot, often shortened to welly, and also known as a gumboot, rubber boot, or rain boot, is a type of waterproof boot made of rubber.
Originally a type of leather riding boot adapted from Hessian (boot), Hessian boots, a style of m ...
) often with neoprene socks ("wetsocks") in wetter caves. Knee
In humans and other primates, the knee joins the thigh with the leg and consists of two joints: one between the femur and tibia (tibiofemoral joint), and one between the femur and patella (patellofemoral joint). It is the largest joint in the hu ...
-pads (and sometimes elbow
The elbow is the region between the upper arm and the forearm that surrounds the elbow joint. The elbow includes prominent landmarks such as the olecranon, the cubital fossa (also called the chelidon, or the elbow pit), and the lateral and t ...
-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-latex surgical 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. Knot
A knot is an intentional complication in Rope, cordage which may be practical or decorative, or both. Practical knots are classified by function, including List of hitch knots, hitches, List of bend knots, bends, List of loop knots, loop knots, ...
s commonly used in caving are the figure-of-eight- (or figure-of-nine-) loop, bowline, alpine butterfly, and Italian hitch
The Munter hitch, also known as the Italian hitch, mezzo barcaiolo is a simple adjustable knot, commonly used by climbers, cavers, and rescuers to control friction in a life-lining or belay system. It is often mistakenly identified as the cro ...
. Ropes are usually rigged using bolts, slings, and carabiners. 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 containing first-aid kits, emergency equipment, and food. Containers for securely transporting urine
Urine is a liquid by-product of metabolism in humans and many other animals. In placental mammals, urine flows from the Kidney (vertebrates), kidneys through the ureters to the urinary bladder and exits the urethra through the penile meatus (mal ...
are also commonly carried. On longer trips, containers for securely transporting feces
Feces (also known as faeces American and British English spelling differences#ae and oe, or fæces; : faex) are the solid or semi-solid remains of food that was not digested in the small intestine, and has been broken down by bacteria in the ...
out of the cave are carried.
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
Caves can be dangerous places; hypothermia, falling, flooding, falling rocks and physical exhaustion 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 contracting histoplasmosis, a fungal infection that is contracted from bird or bat droppings. It can cause pneumonia
Pneumonia is an Inflammation, inflammatory condition of the lung primarily affecting the small air sacs known as Pulmonary alveolus, alveoli. Symptoms typically include some combination of Cough#Classification, productive or dry cough, ches ...
and can disseminate in the body to cause continued infections.
In many parts of the world, leptospirosis
Leptospirosis is a blood infection caused by the bacterium ''Leptospira'' that can infect humans, dogs, rodents and many other wild and domesticated animals. Signs and symptoms can range from none to mild (headaches, Myalgia, muscle pains, a ...
, a type of bacterial infection spread by animals including rats, 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 and drowning
Drowning is a type of Asphyxia, suffocation induced by the submersion of the mouth and nose in a liquid. Submersion injury refers to both drowning and near-miss incidents. Most instances of fatal drowning occur alone or in situations where othe ...
them. In the UK, drowning accounts for almost half of all caving fatalities (see List 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 in cave rescues, as even professional emergency personnel are unlikely to have the skills to effect a rescue in difficult conditions).
*Use of helmet-mounted lights (hands-free) with extra batteries. American cavers recommend a minimum of three independent sources of light per person, but two lights is common practice among European cavers.
*Sturdy clothing and footwear, as well as a helmet, 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
Polypropylene (PP), also known as polypropene, is a thermoplastic polymer used in a wide variety of applications. It is produced via chain-growth polymerization from the monomer Propene, propylene.
Polypropylene belongs to the group of polyolefin ...
thermal underwear or wetsuits may be required to avoid hypothermia
Hypothermia is defined as a body core temperature below in humans. Symptoms depend on the temperature. In mild hypothermia, there is shivering and mental confusion. In moderate hypothermia, shivering stops and confusion increases. In severe ...
.
*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-visibility flagging 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 are abseiled down may be as deep as several hundred meters (for example Harwoods Hole).
Cave conservation
Many cave environments are very fragile. Many speleothem
A speleothem (; ) is a geological formation made by mineral deposits that accumulate over time in natural caves. Speleothems most commonly form in calcareous caves due to carbonate dissolution reactions. They can take a variety of forms, depen ...
s 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." 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.
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 dropping organic 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 the Alabama 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 which hibernate 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 which migrate 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 as white nose syndrome (WNS), 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.
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 of sand
Sand is a granular material composed of finely divided mineral particles. Sand has various compositions but is usually defined by its grain size. Sand grains are smaller than gravel and coarser than silt. Sand can also refer to a textural ...
or silt
Silt is granular material of a size between sand and clay and composed mostly of broken grains of quartz. Silt may occur as a soil (often mixed with sand or clay) or as sediment mixed in suspension (chemistry), suspension with water. Silt usually ...
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 as flowstone 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 the Federal Cave Resources Protection Act, giving land management agencies in the United States expanded authority to manage cave conservation on public land.
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 the French 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 in Cluj-Napoca
Cluj-Napoca ( ; ), or simply Cluj ( , ), is a city in northwestern Romania. It is the second-most populous city in the country and the seat of Cluj County. Geographically, it is roughly equidistant from Bucharest (), Budapest () and Belgrade ( ...
, Romania, by Emil Racovita, a Romanian biologist, zoologist, speleologist and explorer of Antarctica.
The British Speleological Association was established in 1935. In the United States, the National Speleological Society in the US was founded in 1941; however, it was originally formed as the Speleological Society of the 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. The International Union of Speleology (UIS) was founded in 1965.
See also
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References
{{Authority control
Caves
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