About Sir Ernest Shackleton

Sir Ernest Shackleton never made it to the South Pole. He never reached his goal of crossing the Antarctic continent, either. Yet Shackleton has gone down in history as one of the finest heroes of Polar exploration, a man who overcame great odds in the faces of danger and adversity to help cultivate one of the greatest adventure stories of all time. His leadership skills on the 1914 - 1917 Trans-Antarctica Expedition, widely known as the Endurance expedition in honor of the ship's name, saved his 27-man crew from fatally succumbing to the frigid temperatures and icy waters of the Antarctic seas after their ship was crushed in ice. Miles from land and cut off from all human contact, Shackleton managed to keep his crew - and hope - alive despite the tremendous odds stacked against them.

Who was Ernest Shackleton?

Ernest Shackleton was born on February 15, 1874, in Kilkea, Ireland, the second of ten children. Shackleton and his siblings enjoyed a middle-upper class upbringing due to their father's employment as a physician. At 10 years old, the family moved to England, where Shackleton went to school for the first time. At 15, he realized his desire to pursue a life at sea. Though Shackleton's father was disappointed with his son's career choice, he nonetheless helped the teen secure a position as a cabin-boy. Upon completion of school in 1890, Shackleton traveled to Liverpool and joined the crew of the Hoghton Tower as an apprentice.

Shackleton was homesick and uncomfortable on his first four years at sea. Facing violent storms and carrying out backbreaking work, he couldn't even find solace in his shipmates, whose drinking and gambling Shackleton despised. After his four-year apprenticeship was complete, Shackleton took exams every two years to advance to higher positions and earned his master's certificate, which allowed him to serve as captain for any ship in the merchant marine.

Shackleton sailed his last commercial voyages on the Tintagel Castle and Carisbrooke Castle. Having heard of the Belgica, a scientific expedition that left Chili in 1897 for Antarctica, Shackleton became intrigued with Antarctic exploration. In order to learn more, he joined the Royal Geographical Society in 1899. He was later appointed as junior officer on Robert F. Scott's Discovery expedition, which would attempt to be the first to reach the South Pole. The Discovery set sail on July 31, 1901.

Once the Discovery reached Antarctica, Scott chose Shackleton and another crewman to join him on the dangerous 1600-mile trek to and from the South Pole. Unfortunately, Scott didn't pack enough food rations for their trip; by late December, all three men exhibited signs of scurvy. At 460 miles short of the Pole, they had to turn back. Shackleton appeared the worst of the three men. Along with scurvy and starvation, he suffered from heart and lung problems. Soon after they returned to the ship, Scott demanded that the sick, but recovering, Shackleton go home on a relief boat. In the end, there wasn't much to show for the two-year expedition, and one crewman had died en route.

At home, he continued to shape himself for another future with Antarctic exploration, editing Royal Magazine to make connections and later becoming an influential officer of the Royal Scottish Geographical Society. By this time, he had become financially sufficient to marry Emily Dorman on April 9, 1904. A few years later, on November 3, 1908, Shackleton set sail on the Nimrod expedition in an attempt to reach the South Pole. By November 26, the Nimrod had already sailed further than the Discovery had in the same period of time. However, the Nimrod expedition was marked by problems that hindered its success. Shackleton and three fellow crewmen fell short of the Pole by 97 miles. While the Pole wasn't reached successfully, the Nimrod certainly wasn't a failure. For starters, Shackleton beat the record set by Robert F. Scott as the closest men to reach the South Pole. Furthermore, the expedition was the first to climb the 1300-foot Mount Erebus, where the crew performed important scientific readings and observations.

Shackleton's fame spread all over the world. He was hailed a hero and knighted by the King of England. Polar exploration became huge, and different countries competed to claim victory. Robert F. Scott took another stab at reaching the South Pole, but it was Norway's Roald Amundsen who successfully reached the target first on December 14, 1911. By this time, Shackleton was already organizing his Endurance expedition. His goal was to cross the entire Antarctic continent, from the Weddell Sea to the Ross Sea. He would be unsuccessful. Instead, the crew would embark on an agonizing journey to return home safely, becoming one of the most extraordinary sea voyages of all time.

Shackleton's Previous Expeditions

I. Discovery (1902) led by Robert F. Scott:

  • Shackleton "life and soul" of the ship

  • Shackleton first to discover vegetation, spot new land and ship inefficiencies

  • Discovered new land, Edward VII Land

  • Shackleton one of three men chosen to march toward S. Pole

  • Discovered & named Mt. Markham

  • Came within 480 miles of the pole; traveled 300 more miles south than anyone previously had

  • Shackleton suffers from heart and lung ailments

  • Scott forces Shackleton to return home early

  • Shackleton basks in glory from awaiting public

II. Nimrod (1907):

  • Came within 100 miles of S. Pole; beat record set by Discovery

  • First to climb Mt. Erebus (13,350 feet high)

  • Wrote and printed Aurora Australis while at base camp

  • Earned Shackleton a Knighthood in 1909

  • Earned Shackleton worldwide fame

  • Wrote Heart of the Antarctic about the expedition

Key Dates in Shackleton’s Life

  • February 15, 1974

    Ernest Shackleton is born in Kilkea, Ireland. He is the second of 10 children.

  • 1884

    At 10 years old, Shackleton and his family move to England. There, he goes to school for the first time at the age of 11. Previously, his father educated him at home.

  • 1887

    At 13, he enters Dulwich College, where he is often seen as negligent and bored with his schoolwork. 

  • 1889

    At 15, Shackleton decides that he wants to live a life at sea, which disappoints his father. Shackleton fixes a position as a cabin boy, and soon joins the Merchant Marines.

  • 1890

    Shackleton successfully and brightly completes his last term at school. He then travels to Liverpool, where he joins the crew of the ship, Hoghton Tower, as an apprentice. He would spend four years at sea in an apprenticeship.

  • 1894

    Shackleton continually takes exams to progress into higher positions. He lands a job as third officer of a passenger liner.

  • 1898

    He earns his master's certificate, allowing him to work as a captain of any merchant marine ship.

  • 1899

    He joins the Union Castle Line, a prominent employer that would help Shackleton secure better positions. That same year, he charms wealthy steel maker Gerald Lysaght, who would help finance Shackleton's future expeditions.

  • 1900

    Shackleton is offered fourth mate on the Tintagel Castle, a ship transporting troops fighting in the Boer War, but persuades the captain to give him the position of third mate instead. Shackleton goes beyond the call of duty, lifting the morale of the crew and becoming the life and soul” of the ship.

    He writes a book of his experiences with Dr. W. McLean, surgeon on the Tintagel Castle, entitled O.H.M.S.: A Record of the Voyage of the Tintagel Castle: Conveying 1,200 Volunteers from Southampton to Cape Town, March 1900. He binds a copy of the book specifically for the Queen.

  • 1901

    Shackleton returns from a two-month voyage to the Cape of Good Hope aboard the Carisbrooke Castle, which winds up being his finale commercial trip. He is appointed junior officer on the Discovery, an expedition to the Antarctic led by Robert F. Scott.

  • July 31, 1901

    The Discovery leaves for the South Pole.

  • November 1902

    Shackleton, Scott and Edward A. Wilson begin their 1600 -mile walk to the Pole and back.

  • December 25, 1902

    By Christmas, all the men show signs of scurvy and suffer from starvation. Shackleton develops heart and lung problems.

  • December 31, 1902

    The three men have no choice but to turn back 460 miles short of the Pole.

  • February 3, 1903

    The three men make it back to the Discovery ship. Scott appears to blame Shackleton's health for their failure to continue to the Pole.

  • March 1903

    Scott pushes Shackleton to return home on another boat. Shackleton refuses, since his health was improving. Scott leaves Shackleton little choice, threatening to force him home in shame unless he acknowledges himself as sick and goes home voluntarily.

    Shackleton's early return home has its advantages: he basks in the limelight and tells stories of the exciting expedition to an interested public.

    Shackleton undertakes a handful of other jobs in order to advance his career in exploration, like editing Royal Magazine, and becoming an officer for the Royal Scottish Geographical Society.

  • April 9, 1904

    Shackleton marries Emily Dorman.

  • 1906

    Shackleton runs for Parliament as a Liberal-Unionist for Dundee. He is popular, but doesn't earn enough votes for victory. After his loss, he becomes an assistant to William Beardmore, an engineering mogul who introduces Shackleton to many high-ranking businessmen.

  • 1907

    Shackleton begins planning his own expedition to the South Pole. Beardmore helps him set up the Nimrod ship, which would be used for the expedition.

  • November 3, 1908

    The Nimrod sets sail with a total of four men: Shackleton, Dr. Eric Marshall, Lt. James Boyd Adams and Frank Wild.

  • November 26, 1908

    The Nimrod beats the distance traveled by the Discovery expedition in the same amount of time.

  • June 9, 1909

    A mere 97 miles from the South Pole, the men plant the flag given by Queen Alexandria. Due to misfortunes during the voyage, the men couldn't continue successfully to the pole.

  • March 3, 1909

    After some pivotal setbacks, the four men are successfully on the Nimrod ship, returning home. Despite their failure to reach the South Pole, the Nimrod expedition was notable. The crew had gotten closer to the pole than anyone else, and they were the first to climb the 13,350 feet high Mount Erebus. While staying in the base camp in McMurdo Sound, they also wrote a book entitled Aurora Australis.

    Shackleton writes a book about the expedition when he returns, called The Heart of the Antarctic.

Post-Endurance Key Dates

  • May 1917

    Shackleton returns to England. By this time, the excitement of his survival after he appeared at South Georgia a year earlier has faded.

  • 1917 - 1919

    Shackleton works for the War Office.

  • Early 1920

    Shackleton begins planning his next exploration, a British Oceanographical and Sub-Antarctic Expedition. His goal is to chart the Antarctic coastline, travel around secluded islands and conduct marine research. Eight crewmen from the Endurance join the crew.

  • September 28, 1917

    The Quest expedition leaves England.

  • January 4, 1922

    The Quest arrives at South Georgia. Shackleton is nostalgic, but happy, to be back at the island.

  • January 5, 1922

    Shackleton dies of a heart attack. He is 47 years old.