Expedition Planning

Welcome to Schmidt Ocean Institute’s expedition planning portal, where you will find all the necessary information to get you underway with the expedition planning process.


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Two scientists in the mission control room looking at screens showing a large sponge.

Let's Begin

Every successful expedition begins with thoughtful planning. This hub brings together the resources, documentation, and guidance needed to prepare for scientific operations aboard Falkor (too).

Explore the sections and links below to access planning tools, vessel capabilities, policies, forms, and other resources that support a safe, efficient, and productive expedition.

Shaping Your Vision

Every cruise begins with a series of important questions: Who will participate? What will be studied? When will the cruise take place? Where will the cruise occur? Why is this research meaningful? And how will the work be executed? The resources below are organized to help answer these questions and support every stage of cruise planning.

Chief scientist looking at screens in mission control during a dive.

WHO

will participate?

Expedition teams often bring together scientists, technicians, students, and other specialists from multiple institutions and disciplines. These collaborations help ensure the expertise needed to achieve expedition objectives while fostering scientific partnerships and knowledge exchange. SOI may also assign an Artist-at-Sea to communicate discoveries and share the expedition's story with broader audiences.

To support regional engagement, at least 10% of expedition participants must come from the area being studied. All participants are required to meet voyage requirements, including medical clearance, maritime safety training, and insurance documentation. Additional information can be found on the Participant page of the Expedition Planning Website.

Chief Scientist looking at screens in the computer lab during a dive.

WHAT

will be studied?

The scientific focus of an expedition begins with the questions that inspire researchers to explore, discover, and better understand our ocean. Whether investigating marine ecosystems, seafloor processes, ocean chemistry, emerging technologies, or other areas of ocean science, proposals are driven by the scientific objectives and expertise of the research team.

While SOI supports a broad range of oceanographic research, expedition planning should consider how proposed work aligns with the Institute's mission to catalyze discoveries that advance our understanding of the ocean and support the health of our planet. SOI's Strategic Framework identifies seven key ocean topics that guide long-term scientific priorities and help focus exploration on areas where discovery can have the greatest impact.

Bridge officer looking into the sunset while driving the ship.

WHEN

will the cruise take place?

Expressions of Interest (EOIs) are typically submitted at least two years in advance of an expedition, though proposals may be submitted even earlier depending on project needs and planning horizons. Once awarded, expedition teams work closely with SOI staff through a structured planning process that unfolds over the months leading up to departure.

When developing your proposal, it is important to consider factors that may influence expedition timing and duration, including seasonal weather patterns, regional operating conditions, permitting requirements, vessel scheduling, and other logistical constraints. If selected, these assumptions and requirements will be further refined with SOI's Director of Operations during the expedition planning process.

SOI's map showing areas of focus for the next decade.

WHERE

will the cruise occur?

Expedition locations should align with SOI's long-term operational plans and commitment to advancing ocean science globally. As you consider where your research will take place, review the 10-Year Operations Map to understand planned regions of operation and opportunities for collaboration. SOI strongly encourages meaningful engagement with local scientific communities and requires regional participation in expeditions to help build lasting scientific capacity and partnerships.

Shallow reef showing corals, fish and light filtering from the surface.

WHY

is this research meaningful?

Scientific discovery is at the heart of every SOI expedition. Strong proposals demonstrate the potential to generate new knowledge while advancing technology, fostering collaboration, supporting public engagement, informing ocean stewardship, and contributing to the open sharing of data and information. Learn more about SOI's approach to impact on the Achieving Impact page.

ROV Subastian being recovered after a dive.

HOW

will the work be executed?

Falkor (too) was designed to support a wide range of oceanographic research, with scientific equipment, laboratories, vehicles, and data systems that can be adapted to diverse expedition objectives. As you develop your proposal, the Science Equipment and Facilities documentation can help you understand the vessel's capabilities and identify how your research may be conducted. Once an expedition is selected, SOI staff will work closely with the science team to refine operational plans, equipment requirements, and workflows needed to successfully execute the proposed research.

Seven Topics - One Decade

Built on advancing ocean discovery through technological innovation, collaborative scientific research, and open access to knowledge, SOI focuses on seven key ocean topics that drive progress across the oceanographic community. By integrating state-of-the-art exploration platforms, autonomous technologies, and open data practices, SOI enables transformative science that expands our understanding of the ocean and supports its long-term stewardship.

Select a card below to learn more about each Strategic Framework topic.

  • 01

    The Human Effect

    The Human Effect icon
  • 02

    Technologies for the Future

    Technologies for the Future icon
  • 03

    Power of Nature

    Power of Nature icon
  • 04

    Mapping the Sea Floor

    Mapping the Sea Floor icon
  • 05

    Stability of Ocean Health

    Stability of Ocean Health icon
  • 06

    Frontiers of Biodiversity

    Frontiers of Biodiversity icon
  • 07

    Exploring the Deep

    Exploring the Deep icon

Order of Operations

  • Submit an Expression of Interest

    The cruise planning process begins with an Expression of Interest (EOI). This submission provides an overview of your proposed science objectives, operational requirements, and anticipated outcomes, helping SOI evaluate the project's scientific merit, feasibility, and alignment with institute priorities.

    Timeline: approx. 24 months prior to departure.

    Scientist investigates a sample.
  • Cruise Awarded + Planning Begins

    Once your expedition is selected, planning officially begins. During this phase, the science team works with SOI staff to establish timelines, identify operational requirements, review vessel capabilities, and begin coordinating the resources needed to support expedition goals.

    Falkor (too) does not operate from a fixed home port and maintains a diverse suite of scientific equipment onboard. As a result, planning, logistics, and equipment availability may differ from other research vessels, making it important to review vessel capabilities and resources early in the expedition planning process.

    Timeline: 12 months prior to departure

    Bridge officer reviews the ecdis chart while on the bridge.
  • Cruise Support Plan Created + Permits Submitted

    The Cruise Support Plan becomes the foundation of expedition planning. This stage focuses on documenting scientific operations, equipment requirements, logistics, and personnel needs while coordinating any permits, authorizations, or regulatory approvals required for work in the cruise area.

    • The Science Systems Senior Manager will give you an introduction to the planning process and creates a Cruise Support Plan- which will become the principle working document for cruise planning.
    • You will work with the Senior Director of Operations to identify and obtain any required permits and permissions for your expedition. During this process, areas of operation, seasonal weather patterns, and other operational considerations will be reviewed to support safe and effective mission planning.

    Timeline: 6 to 12 months prior to departure

    Scientist sits with beloved data architect reviewing mapping data.
  • Pre Cruise Planning Meetings

    A series of planning meetings brings together the science team, SOI staff, and vessel personnel to refine expedition details. These discussions ensure that scientific objectives, operational plans, safety considerations, technical requirements, and logistical needs are aligned before departure.

    • You will work with the Science Systems Senior Manager to finalize the Cruise Support Plan, hazmat manifests, load handling equipment, operational risk assessments, equipment SOP's, etc.
    • You will collaborate with the Director of Data and Software to determine data needs and deliverables.
    • You will meet with the Director of Communications and Engagement Strategy to discuss opportunities for expedition communications, outreach, and public engagement. Together, you will identify key scientific stories, audiences, and content opportunities that can help share your research and discoveries with a broader community.

    Timeline: 1 to 7 month (s) before departure.

    ROV pilot hands scientist sample after a dive.
  • Arrival + Mobilization of Falkor (too)

    As departure approaches, planning transitions into execution. The Captain and Lead Technician work closely with the Chief Scientist to ensure a smooth start to the cruise. Participants arrive, equipment is mobilized and installed aboard Falkor (too), laboratories are configured, and final operational reviews and safety briefings are conducted to prepare for the expedition.

    • The Getting Ready page of the Expedition Planning Website provides information on getting ready for travel and an extensive suggested packing list.
    • Participants are assigned shared cabins prior to arrival, with two people per cabin and private bathroom and shower. Meals are prepared daily by Falkor (too)'s chefs who can accommodate most dietary requirements. Learn more about onboard accommodations, meals, internet access, electrical power, medical care, and recreational facilities on the Living on Falkor (too) page of the Expedition Planning Website.

    Timeline: 1-2 days before cruise departure.

    arial image of Falkor too
  • Expedition

    With the vessel underway, the science team carries out the information in the Cruise Support Plan and adapts to evolving conditions at sea. Throughout the expedition, scientists work closely with SOI and vessel personnel to maximize scientific outcomes while safely conducting research.

    head on view of Falkor too underway.
  • Demobilization + Post Cruise

    Following the expedition, equipment is removed, laboratories are cleared, and project closeout activities begin. The Marine Technicians will deliver a data drive containing all the information collected during your cruise. The post-cruise phase includes reporting, data management, deliverable submission, and sharing expedition results to support future research and open scientific discovery.

    Timeline: 1-30 days post arrival.

    Marine technician talking to a group of scientists.

Tips for Success

Planning an expedition is a significant undertaking that requires careful coordination, communication, and preparation. Reviewing the resources on this website before submitting an Expression of Interest - and revisiting them during expedition planning - will help you understand key requirements, anticipate challenges, and avoid common pitfalls.

As you begin planning, keep the following recommendations in mind:

  • Communicate with your Schmidt Ocean Institute contacts early and often.
  • Review Falkor (too)'s Science Equipment and Facilities documentation to understand available capabilities and limitations.
  • Identify equipment, facilities, or operational requirements that must be included in the original proposal and cannot be added later.
  • Become familiar with the information and resources available on the Expedition Planning Website.
  • Review the Cruise Support Plan (CSP) template early to understand the information that will be required during planning.
  • Keep the Cruise Support Plan current and complete throughout the planning process. The CSP serves as the primary planning document for your expedition and is used by SOI staff to coordinate operations and support requirements.
  • Maintain regular communication across the science team, including principal investigators, group leads, expedition planners, and participants.
  • Plan ahead for requirements that may involve significant costs, workload, or lead times, including:
    • Equipment rentals, shipping, and associated logistics
    • Data transport hardware and storage requirements
    • Maritime safety training and related travel
    • Insurance and medical documentation
    • Joint Project Agreements and institutional approvals
    • Permits and authorizations, which may require a year or more to obtain

Apply for Ship Time

Schmidt Ocean Institute (Schmidt Ocean Institute) is soliciting Expressions of Interest (EOI) for collaborative, multidisciplinary research at any time and for any location and year identified as an area of operation for R/V Falkor (too).

Apply
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