The existing record shows that Scott and Cherry-Garrard were unstinting in praise for Amundsen's methods and abilities as an explorer, and that Scott particularly foresaw that Amundsen would reach the Pole first because he used dogs rather than ponies and so would be able to start earlier in the season than Scott with his ponies. Amundsen had camped on the Ross Ice Shelf 60 miles (96 km) closer to the Pole but there was no known route up to the polar plateau near there. Amundsen was fortunate in finding a route closer to his base. In that sense they agree with modern interpreters of Amundsen's achievement. Neither Scott nor his financial backers saw the expedition as having as its sole purpose simply getting to the South Pole and it was necessary to stress this aspect to gain funding and public support. The scientific aspect was important in selling the expedition to institutions and business, who might see little commercial benefit in journeying to the frozen pole, but who could see profit in the advancement of knowledge of animal and mineral resources on the reasonably accessible coast. This was of course long before the concept of a non-commercial Antarctica, where no country had claim to any part of the continent.
The dual nature of Scott's expedition, incorporating both scientific and exploratory endeavour, needs to be taken into account by anyone making a comparison with Amundsen's, which was focused on the single task of reaching the pole. This is important not just in trying to weigh up the 'real' achievement of each, but in understanding some of the compromises that Scott made to accommodate science. This is not to say that any comparison of Scott's and Amundsen's methods is invalid, or that Scott did not clearly make mistakes. However, the tendency in the literature is to characterize Scott either as a faultless hero struggling against impossible conditions or a bumbling oaf who lead his men to certain and foreseeable death. Neither characterization is accurate, and the historical record needs to be interpreted with care. Some of the key considerations are:
*Scott did not have a ship to equal the immensely strong purpose-built Arctic exploration ship
Fram, and had no funds to build one. Nor was the
Fram available for hire - it had been contracted by Amundsen in order to make an attempt on the North Pole in 1909-1910. Knowing that the
Terra Nova was not as strong a ship as the
Fram, or even his previous ship
Discovery, Scott did not wish to risk taking it into seas further south than Ross Island where it might be trapped in sea ice for the duration of the Antarctic winter, as
Discovery had been. Scott instead had plans for the
Terra Nova to run resupply missions between
Ross Island and
New Zealand. Amundsen on the other hand, having diverted his efforts from the North to the South Pole, had an ideal ship in the
Fram for penetrating to the
Bay of Whales on the southernmost shore of the Ross Sea, closer to the South Pole, and for over-wintering there on board.
*Scott and his financial backers had made geological exploration a significant component of the expedition's work. The Bay of Whales, a small notch in the immense Ross Ice Shelf, hundreds of miles from land, was unsuitable as a base for geological work, even if it was an ideal base for launching a 'dash' to the South Pole. Scott's base at Cape Evans on Ross Island, with access to the
Trans-Antarctic mountain range to the west was a better base for geological exploration.
*Scott had made a trial expedition south across the Ice Shelf during his Discovery Expedition, learning much about the difficulties of Antarctic travel. It was Shackleton in his 1908 attempt who pioneered the route up the Beardmore Glacier to the central plateau and the Pole. Scott followed in Shackleton's footsteps and learned from his expedition. Amundsen took a chance that there was another way up to the plateau, in a direct line between his base on the
Bay of Whales and the South Pole. Amundsen's gamble paid off. Scott believed from his and Shackleton's previous experiences that it would not be possible to get dogs up the Beardmore, and so laid all of his plans around man-hauling sleds above the Beardmore. Though man-hauling would inevitably mean slower progress, during the many months of planning his assault on the Pole, Scott never would have appreciated that he would become involved in a 'race', and therefore would be choosing as sure a method of reaching his goal as possible. He would have felt confident man-hauling would achieve that goal, but with his lack of experience of dog-handling he would have considered this as a risk.
*Scott did not have Amundsen's experience of the
Arctic and particularly lacked Amundsen's intimate knowledge of the
Inuit and their way of life, which included an understanding of the proper selection and management of dog teams. Amundsen had also ensured that he would have the first choice of any available sled dogs if Scott should try to obtain them, Scott however did not and was barely convinced to take any dogs at all. Scott did not have Amundsen's supreme confidence in the ability of dogs, and used them only as part of his strategy below the Beardmore Glacier. He took two motorised sled/tractors and Siberian ponies as well, the advantage the motorised sleds provided was swiftly nullified however, when one of the sleds fell through thin ice into the sea. Scott did consult Nansen, who had Arctic experience, and on Nansen's recommendation took with him
Tryggve Gran, an expert Norwegian skier who had been planning his own expedition to the North Pole. Scott's growing confidence in the dog teams was evidenced by the vital role he gave them in the follow-on depot resupply that he would need on his return journey. However, Scott had castigated Meares, the dog driver, to the point to where Meares left the expedition at first chance, leaving only Dmitri, a young Russian dog handler, as the only one left who understood dog driving. Scott had left four orders concerning the resupply effort, the last of which was given verbally to Lt. Evans, who succumbed to scurvy, failing to pass along the most urgent request. Dr Atkinson assigned Apsley-Garrard to take Dmitri and two dog teams to resupply the One Ton Depot and to go as far beyond as he saw fit. Apsley-Garrard was pinned down at the depot for several days by a blizzard, and could not go farther due to the limited amount of dog food that remained. Turning around at that point, he and Dmitri barely survived the return trip.
*Criticism of Scott based upon his lack of knowledge of the practices of Arctic natives needs to be considered in light of the fact that a) many Arctic natives have died while on long voyages despite their intimate knowledge of the environment; b) considerable loss of life was a common feature of polar expeditions in the Heroic and pre-Heroic age, with many expeditions coming off far worse than Scott's; and c) that quite a few explorers, Shackleton in particular, used practically the same methods and equipment without coming to disaster.
*Oates noted that the dogs and ponies were both affected by parasites picked up in Siberia, and that the feeding regimes for both were unsatisfactory. It has been suggested that Scott was unduly sentimental about the dogs and ponies, but his decisions about their deployment was largely dictated by his desire to conserve them for further scientific exploration intended to go ahead in 1912, and by his conviction that neither ponies nor dogs would be able to get up the Beardmore Glacier onto the central plateau and the final route to the South Pole. Scott relied on Shackleton's experience with ponies in Antarctica, and knew that they would not be able to start working until later in the spring than the more hardy dogs. He knew that his strategy of using ponies meant that the time available to make the dash to the Pole and return safely was reduced. In 1911 when he heard that Amundsen was at the Bay of Whales with nearly 100 dogs Scott stated that Amundsen's ability to get away earlier with his dogs-only hauling strategy meant that - barring misadventure - Amundsen would get to the South Pole first.
*Some commentators have suggested that Scott underestimated the effect of changing his original plan to take only four men to the South Pole in terms of food consumption. However, Scott's diary records that the party ran short of food only when beset by blizzards, well after they had descended the plateau and had replenished their supplies at several of the depots. As Scott approached the South Pole he would have been increasingly aware - because of their rate of travel during the earlier part of the expedition climbing the Beardmore glacier - that they had little margin for error on their return journey. However, by the end they did get to within eleven miles of a food depot which would have meant safety, only failing having been forced to remain in their tents by blizzards for seven or eight days. By comparison with the previous Shackleton expedition this margin is comfortable.
*Scott's record shows that apparently sealed cans of fuel from the depots were completely or partially empty, possibly due to the failure of the leather seals in the cold. This shortage of fuel for cooking, melting ice for water and heating the tent made the return journey more debilitating. The leakage from these cans is however a well known fact, and was experienced by both Amundsen and Scott in earlier expeditions, Amundsen however acted on the problem and had soldered the cans to prevent leakage.
*Numerous accounts portray Scott's dedication to proper British behavior as a foolish affectation without attempting to understand its cultural significance to a man of his time and place.
*More recent weather records have shown that March 1912 was particularly cold being 15 - 20°F below the average for the time of year
http://www.coldestmarch.com. It is clear that Scott encountered bad weather towards the end of his journey in March (a time at which the weather is always unsettled on the Ross Ice Shelf, it had been similarly cold the previous year when Lt. Evans made a one week expedition to resupply several depots). It is now known that the route up the west side of the
Ross Ice Shelf that Scott used is subject to worse weather than Amundsen's easterly route. However, Scott endured weather conditions that may occur only once every 16 years, on average 20°F colder with blizzards for long periods. The low temperatures they encountered on the Ross Ice Barrier meant that their sledge would not slide easily over the snow in the familiar way. Their task can be better compared to pulling a full bathtub across the Sahara. Scott and his meteorologist,
Simpson, had estimated that the temperatures would be high enough to allow the sledge to slide more easily. The bottom line, however, is that Scott acknowledged his margin of safety in respect of the weather was very narrow. It has also been observed that the conditions on the Ross Ice Shelf encountered by Scott were not much different from those encountered by Shackleton, and detailed in his published diary.
*Scott's polar party was not fully aware of the nutrition requirements of the task they were undertaking. In 1910 the precise role of vitamin c in the aetiology of the disease scurvy was unclear but was surmised by some, including Scott, as was the likely presence of the vitamin in fresh meat. On numerous occasions, over the course of the expedition as a whole, Scott ordered those seen to be suffering from scurvy to increase their intake of fresh meat, which did result in the recovery of the sufferer. Similarly, Scott's Polar Party often ate lightly cooked horse and seal meat which would have provided enough vitamin c to ward off scurvy in most cases. Scott took large quantities of dried meat (
pemmican) which was not high in fat although he did add extra fat to the rations used on the high polar plateau. The massive loss of body weight caused by the physical effort reduced the insulation from their own fat and made them more susceptible to cold. Although the precise cause of the deterioration of health and ultimate death of Scott and his companions is not known, Scott certainly noted that he felt they were getting insufficient nutrition. In
Blizzard:Race to the Pole it was shown that body weight lost by the man-hauling team was split between fat and muscle.
*Scott made a virtue of his dedication to science. Amundsen set out only to reach the Pole and get back alive, however Scott had a supposedly scientific goal. Even as they were dying, Scott and Wilson continued to haul over 14 kg of rock samples. Scott could have left the samples at one of the cairns along the way to be picked up later, or not taken them at all, accepting that his mission was not primarily scientific, and his failure to do so might have been due to his desire to salvage some 'immediate result' to show for his otherwise failed journey to the South Pole - or simply due to lack of clear thinking brought on by exhaustion. The present-day Antarctic explorer
Ranulph Fiennes has suggested that the extra weight would not have been a major handicap, even when they were short of food at the end of the trek.
*Scott was continuously concerned about raising sufficient money to equip the expedition adequately. A considerable amount had been borrowed, and the ability to repay it (through further donations and product endorsements) in large part depended upon the expedition being successful in their attempt to be the first to the South Pole. As it was, neither Scott nor Cherry-Garrard noted deficiencies in the equipment due to lack of funds, but they did note that the need for Scott to spend time raising funds took him away from day to day planning and management of the expedition at critical junctures. Scott's last entry in his diary, reflecting his concern at the fate of 'our people' back home, was written with a mind to the financial burden that they bore, and which he thought they would not be able to meet following the failure of the expedition. It should be noted that Amundsen, in turning at the last moment to an attempt on the South Pole, was said to be mindful of his debts incurred in hiring the
Fram. When
Robert Peary beat him to the North Pole in 1909, Amundsen had to quickly look elsewhere for some significant 'exploration achievement' that would enable him to raise funds to cover his debts.
*Many commentators point to Scott's death, juxtaposed to Amundsen's survival, as prima facie evidence of Scott's incompetence, rather than a simple matter of bad luck. It is true that if Scott had had a larger safety margin he could have survived the final storms and made the One-Ton Depot once they cleared. But it is also true that had there been no storms he almost certainly would have made it to the depot and survived his great South Pole expedition.