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In this sense, an angle of attack indicator is especially useful for night or instrument takeoff conditions as well as. the ordinary day VFR takeoff conditions. Acceleration errors of the attitude gyro usually preclude accurate pitch rotation under these conditions. FACTORS AFFECTING TAKEOFF PER- FORMANCE. In addition to the important factors of proper technique, many other vari- ables affect the takeoff performance of an air- plane. Any item which alters the takeoff velocity or acceleration during takeoff roll will affect the takeoff distance. In order to evalu- ate the effect of the many variables, the prin- cipal relationships of uniformly accelerated motion,will be assumed and consideration will be given to those effects due to any nonuni- formity of acceleration during the process of takeoff. Generally, in the case of uniformly accelerated motion, distance varies directly with the square of the takeoff velocity and in- versely as the takeoff acceleration. where S= distance V= velocity, a= acceleration ;’ con&&‘(I) applies to some known takeoff distance, Si, which was common to some original takeoff velocity, Vi, and acceleration, ai. condition (2) applies to some new takeoff distance, Sa, which is the result of some different value of takeoff velocity, Vs, or acceleration, aa. With xhis basic relationship, the effect of the many variables on takeoff ‘distance can be approximated. The effect of gross weight on takeoff distance is large and proper consideration of this item must be made in predicting takeoff distance. Increased gross weight can be considered to produce a threefold effect on takeoff perform- ance: (1) increased takeoff velocity, (2) greater NAVWEPS 00401-80 AIRPLANE PERFORMANCE mass to accelerate, and (3) increased retarding force (D+F). If the gross weight increases, a greater speed is necessary to produce the greater lift to get the airplane airborne at the takeoff lift coefficient. The relationship of takeoff speed and gross weight would be as follows: where VI= takeoff velocity corresponding to some original weight, Wi V2= takeoff velocity corresponding to some different weight, W, Thus, a given airplane in the takeoff configura- tion at a given gross weight will have a specific takeoff speed (EAS or CAS) which is invariant with altitude, temperature, wind, etc. because a certain value of 4 is necessary to provide lift equal to weight at the takeoff CL. As an ex- ample of the effect of a change in gross weight a 21 percent increase in takeoff weight will require a 10 percent increase in takeoff speed to support the greater weight. A change in gross weight will change the net accelerating force, Fn, and change the mass, M, which is being accelerated. If the airplane has a relatively high thrust-to-weight ratio, the change in the net accelerating force is slight and the principal effect on accelera- tion is due to the change in mass. To evaluate the effect of gross weight on takeoff distance, the following relationship are used : the effect of weight on takeoff velocity is if the change in net accelerating force~is neglected, the effect of weight on accelera- tion is 187
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NAVWEPS 00-801-80 AIRPLANE PERFORMANCE the effect of these items on takeoff dis- tance is or g+?)x(Z) J-2 WY2 a -= - J-1 ( ) WI (ut 1eaJt this effect because weight will alter the net accelerating force) This result approximates the e5ect of gross weight on takeoff distance for airplanes with relatively high thrust-to-weight ratios. In effect, the takeoff distance will vary at least as the square of the gross weight. For ex- ample, a 10 percent increase ,in takeoff gross weight would cause: a 5 percent increase in takeoff velocity at least a, 9 percent decrease in acceleration at least a 21 percent increase in takeoff distance For the airplane with a high thrust-to-weight ratio, the increase in takeoff distance would be approximately 21 to 22 percent but, for the airplane with a relatively low thrust-to- *eight ratio, the increase in takeoff distance would be approximately 25 to 30 percent. Such a powerful effect requires proper con- sideration of gross weight in predicting takeoff distance. The effect of wind on takeoff distance is large and proper consideration also must be provided when predicting takeoff distance. The effect of a headwind is to allow the airplane to reach the takeoff velocity at a lower ground velocity while the effect of a tailwind is to require the airplane to achieve a greater ground velocity to attain the takeoff velocity. The effect of the wind on acceleration is relatively small and, for the most part, can be neglected. To evaluate the effect of wind on takeoff distance, the following relationships are used: the effect of a headwind is to reduce the takeoff ground velocity by the amount of the headwind velocity, VW the effect of wind on acceleration is negligible, the effect of these items on takeoff distance is where Xi= zero wind takeoff distance Sa=takeoff distance into the head- wind V,= headwind velocity VI= takeoff ground velocity with zero wind, or, simply, the take05 airspeed As a .result of this relationship, a headwind wh,ich is 10 percent of the takeoff airspeed will reduce the takeoff distance 19 percent. How- ever, a tailwind (or negative headwind) which is 10 percent of the take05 airspeed will in- crease the takeoff distance 21 percent. In the case where the headwind velocity is 50 percent of the takeoff speed, the takeoff distance would be approximately 25 percent of the zero wind takeoff distance (75 percent reduction). The e5ect of wind on landing distance is identical to the effect on takeoff distance. Figure 2.33 illustrates the general dfect of wind by the percent change in takeoff or land- ing distance as a function of the ratio of wind velocity to takeoff or landing speed. 188
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NAVWEPS 00-801-80 AIRPLANE PEkFORMANCE Figure 2.33. Approximate Effect of Wind Velocity on Takeoff or Landing Distance 189
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NAVWEPS 00-8OT-80 AIRPLANE PERFORffANCE The cffcct of nrnzuay slope on takeoff distance is due to the component of weight along the inclined path of the airplane. A runway slope of 1 percent would provide a force com- ponent along the path of the airplane which is 1 percent of the gross weight. Of course, an upslope would contribute a retarding force component while a downslope would contri- bute an accelerating force component. For the case of the upslope, the retarding force component adds to drag and rolling friction to reduce the net accelerating force. Ordinarily, a 1 percent runway slope can cause a 2’tO 4 percent change in takeoff distance depending on rhe airplane characrerisrics. The airplane with the high thrust-to-weight ratio is least affected while the airplane with the low thrust- to-weight ratio is most affected because the slope force component causes a relatively greater change in the net accelerating force. The effect of runway slope must be consid- ered when predicting the takeoff distance but the effect is usually minor for the ordinary run- way slopes and airplanes with moderate thrust-to-weight ratios. In fact, runway slope considerations are of great significance only when the runway slope is large and the airplane has an intrinsic low acceleration, i.e., low thrust-to-weight ratio. In the ordinary case, the selection of the takeoff runway will favor the direction with an upslope and headwind rather than the direction with a downslope and tailwind. The effect of proper takeoff t&city is important when runway lengths and takeoff distances are critical. The takeoff speeds specified in the flight handbook are generally the minimum safe speeds at which the airplane can become airborne. Any attempt to take 05 below the recommended speed may mean that the air- craft may stall, be difficult to control, or have very low initial rate of climb. In some cases, an excessive angle of attack may not allow the airplane to climb out of ground effect. On the other hand, an excessive airspeed at takeoff may improve the initial rare of climb and “feel” of the airplane but will produce an un- desirable increase in takeoff distance. Assum- ing that the acceleration is essentially un- affected, the takeoff distance varies as the square of the takeoff velocity, s* vz.2 -= - 0 J-1 v, Thus, 10 percent excess airspeed would increase the takeoff distance 21 percent. In most criti- cal takeoff conditions, such an increase in takeoff distance would be prohibitive and the pilot must adhere to the recommended takeoff speeds. The effect of prcs~wc altitude and ambient rcmpcraturc is to define primarily the density altitude and its effect on takeoff performance. While subsequent corrections are appropriate for the effect of temperature on certain items of powerplant performance, density altitude defines certain effects on takeoff performance. An increase in density altitude can produce a two-fold effect on takeoff performance: (I) in- creased takeoff velocity and (2) decreased thrust and reduced net accelerating force. If a given weight and configuration of airplane is taken to altitude above standard sea level, the airplane will still require the same dynamic pressure to become airborne at the takeoff lift coefficient. Thus, the airplane at altitude will take 05 at the same equivalent airspeed (EAS) as at sea level, but because of the reduced density, the true airspeed (TAS) will be greater. From basic aerodynamics, the rela- tionship between true airspeed and equivalent airspeed is as follows: TAS 1 EAS=F where TAS= true airspeed EAS= equivalent airspeed n=altitude density ratio 0 = Plpo 190
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The effect of density altitude on powerplant thrust depends much on the type of power- plant. An increase in altitude above standard sea level will bring an immediate decrease in power output for the unsupercharged or ground boosted reciprocating engine or the turbojet and turboprop engines. However, an increase in altitude above standard sea level will not cause a decrease in power output for the super- charged reciprocating engine until the altitude exceeds the critical altitude. For those power- plants which experience a decay in thrust with an increase in altitude, the effect on the net accelerating force and acceleration can be ap- proximated by assuming a direct variation with density. Actually, this assumed vari- ation would closely approximate the effect on airplanes with high thrust-to-weight ratios. This relationship would be as follows: a2 Fm P -=-=-En al Frill PO where ai, Fn, = acceleration and net accelerating force corresponding to sea level aa, Fn, = acceleration and net accelerating force corresponding to altitude ~=altitude density ratio In order to evaluate the effect of these items on takeoff distance, the following relationships are used : if an increase in altitude does not alter ac- celeration, the principal effect would be due to the greater TAS ;=(g,yxe) where f2 1 -=- $1 (T Si=standard sea level takeoff distance St= takeoff distance at altitude o-altitude density ratio if an increase in altitude reduces accelera- tion in addition to the increase in TAS, the NAVWEPS 00-805-80 AIRPLANE PERFORMANCE combined effects would be approximated for the case of the airplane with high in- trinsic acceleration by the following: g=(gyx(~) g=(i)x(;) s2 12 -= - 0 J-1 a where S,= standard sea level takeoff distance Ja= takeoff distance at altitude o=altitude density ratio As a result of these relationships, it should. be appreciated that density altitude will affect takeoff performance in a fashion depending much on the powerplant type. The effect of density altitude on takeoff distance can be appreciated by the following comparison: sealevel.... I.cmft..... Z,cmfC..... ,,mfi..... 4.@JJfc..... 5.Ccnft..... 6.-xafC..... -- 1 1 I I 1 I - ..om .0?.98 ..c605 L. wls L. 126 L. 1605 1.1965 L.cca L.oa5 1.125 1.191 1.264 1.347 1.431 - P -- - drirude -- 0 0 2.98 6.05 6.05 12.5 9.28 19.5 12.6 26.4 16.05 34.7 19.65 0.1 0 9.8 19.9 30.1 40.6 52.3 65.8 - From the previous table, some approximate rules of thumb may be derived to illustrated the differences between the various airplane types. A 1,ooo-ft. increase in density altitude 191
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NAVWEPS 00-801-80 AIRPLANE PERFORMANCE will cause these approximate increases in takeoff distance: 3% percent for the supercharged recipro- cating airplane when below critical altitude 7 percent for the turbojet with high thtust- to-weight ratio 10 percent for the turbojet with low thrust-to-weight ratio These approximate relationships show the turbojet airplane to be much more sensitive to density altitude than the reciprocating powered airplane, This is an important fact which must be appreciated by pilots in transition from propeller type to jet type airplanes. Proper accounting of pressure altitude (field elevation is a poor substitute) and temperature is mandatory for accurate prediction of takeoff roll distance. The most critical conditions of takeoff performance are the result of somecombination of high gross weight, altitude, temperature and unfavorable wind. In a11 cases, ir be- hooves the pilot to make an accurate prcdic- tion of takeoff’ distance from the performance data of the Flight Handboo& regardless of the runway available, and to strive for.2 polished, professional takeoff technique. In the prediction of takeoff distance from the handbook data, the following primary considerations must be given: Reciprocating powered airplane (1) Pressure altitude and temperature- to define the effect of density altitude on distance. (2) Gross weight-a large effect on dis- tance. (3) Specific humidity-to correct cake- off distance for the power loss associated with water vapor. (4) Wind-a large effect due to the wind or wind component along the runway. Turbine powered airplane (I) Pressure altitude and temperature- to define the effect of density altitude. (2) Gross weight. (3) Temperature--an additional correc- tion for nonstandard temperatures to ac- count for the thrust loss associated with high compressor inlet air temperature. For this correction the ambient tempera- ture at the runway conditions is appro- priate rather than the ambient temperature at some distant location. (4) Wind. In addition, corrections are necessary to ac- count for runway slope, engine power defi- ciencies, etc. LANDING PERFORMANCE. In many cases, the landing distance of an airplane will define the runway requirements for flying operations. This is particularly the case of high speed ‘jet airplanes at low altitudes where landing distance is the problem rather than takeoff performance. The minimum landing distance is obtained by landing at some mini- mum safe velocity which allows sufficient mar- gin above stall and provides satisfactory, con- trol and capability for waveoff Generally, the landing speed is some fixed percentage of the stall speed or minimum control speed for the airplane in the landing configuration. As such, the landing will be accomplished at some particuIar value of ~lift coefficient and angle of attack. The exact value of CL and P for landing will depend on the airplane characteristics but, once defined, the values are independent of weight, altitude, wind, etc. Thus, an angle of attack indicator can be a valuable aid during approach and landing. To obtain minimum landing distance at the specified landing velocity, the forces which act on the airplane must provide maximum deceleration (or negative.acceIeration) during the landing roll. The various forces actin~g. on the airplane during the landing roll may require various techniques to maintain landing deceleration at the peak value. Figure 2.34 illustrates the forces acting on the aircraft during landing roll. The power- plant thnrJt should be a minimum positive 192
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value, or, if reverse thrust is available, a maxi- mum negative value for minimum landing dis- tance. Lift and drag are produced as long as the airplane has speed and the values of lift and drag depend on dynamic pressure and angle of attack. Braking friction results when there is a normal force on the braking wheel surfaces and the friction force is the product of the normal force and the coe&cient of braking friction. The normal force on the braking surfaces is some part of the net of weight and lift, i.e., some other part of this net may be distributed to wheels which have no brakes. The maximum coefficient of braking friction is primarily a function of the runway surface con- dition (dry, wet, icy, etc.) and rather inde- pendent of the type of tire for ordinary condi- tions (dry, hard surface runway). However, the operating coefficient of braking friction is controlled by the pilot by the use of brakes. The acceleration of the airplane during the landing roll is negative (deceleration) and will be considered to be in that sense. At any in- stant during the landing roll the acceleration is a function of the net retarding force and the airplane mass. From Newton’s second law of motion: B = Fr/M or where a=g 0+/W) a= acceleration, ft. per seca (negative) Fr=net retarding force, lbs. g= gravitational acceleration, ft. per sec.’ W=weight, lbs. M= mass, slugs = Wig The net retarding force on the airplane, Fr, is the net of drag, D, braking friction, F, and thrust, T. Thus, the acceleration (negative) at any instant during the landing roll is : d=$ (Df F--T) NAVWEPS OO-EOT-RO AtRPtANE PERFORMANCE Figure 2.34 illustrates the typical variation of the various forces acting on the aircraft throughout the landing roll. If it is assumed that the aircraft is at essentially constant angle of attack from the point of touchdown, CL and CD are constant and the forces of lift and drag vary as the square of the velocity. Thus, lift and drag will decrease linearly with 4 or V’ from the point of touchdown. If the braking coefficient is maintained at the maximum value, this maximum value of coefficient of friction is essentially constant with speed and the braking friction force will vary as the normal force on the braking surfaces. As the airplane nears a complete stop, the velocity and lift approach zero and the normal force on the wheels approaches the weight of the air- plane. At this point, the braking friction force is at a maximum. Immediately after touchdown, the lift: is quite large and the normal force on the wheels is small. As a re- sult, the braking friction force is small. A common error at this point is to apply exces- sive brake pressure without sufficient normal force on the wheels. This may develop a skid with a locked wheel and cause the tire to blow out so suddenly that judicious use of the brakes is necessary. The coefficient of braking friction can reach peak values of 0.8 but ordinarily values near 0.5 are typical for the dry hard surface runway. Of course, a slick, icy runway can reduce the maximum braking friction coefficient to values as low as 0.2 or 0.1: If the entire weight of the airplane were the normal force on the brak- ing surfaces, a coefficient of braking friction of 0.5 would produce a deceleration of %g, 16.1 ft. per sec.a Most airplanes in ground effect rarely produce lift-drag ratios lower than 3 or 4. If the lift of the airplane were equal to the weight, an L/D = 4 would produce a decelera- tion of xg, 8 ft. per sec.* By this comparison it should be apparent that friction braking offers the possibility of greater deceleration than airplane aerodynamic braking. To this end, the majority of airplanes operating from
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NAVWEPS 00-801-80 AIRPLANE PERFORMANCE FORCES ACTING ON THE AIRPLANE DURING LAUDING ROLL I-- LIFT DRAG + BRAKING POINT FINAL OF LANDING STOP TOUCHDOWN Figure 2.34. Forces Acting on Airplane During Landing Roll 194
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dry hard surface runways will require particular techniques to obtain minimum landing dis- tance. Generally, the technique involves low- ering the nose wheel to the runway and retract- ing the flaps to increase the normal force on the braking surfaces. While the airplane drag is reduced, the greater normal force can pro- vide greater braking friction force to com- pensate for the reduced drag and the net retard- ing force is increased. The technique necessary for minimum land- ing distance can be altered~ to some extent in certain situations. For example, low aspect ratio airplanes with high longitudinal control power can create very high drag at the high speeds immediate to landing touchdown. If the landing gear configuration or flap or incidence setting precludes a large reduction of CL, the normal force on the braking surfaces and braking friction force capability are rela- tively small. Thus, in the initial high speed part of the landing roll, maximum deceleration would be obtained by creating the greatest possible aerodynamic drag. By the time the aircraft has slowed to 70 or 80 percent of the touchdown speed, aerodynamic drag decays but braking action will then be effective. Some form of this technique may be necessary to achieve minimum distance for some con- figurations when the coefficient of braking friction is low (wet, icy runway) and the braking friction force capability is reduced relative to airplane aerodynamic drag. A distinction should be made between the techniques for minimum landing distance and an ordinary landing roll with considerable excess runway .available. Minimum landing distance will be obtained from the landing speed by creating a continuous peak decelera- tion of the airplane. This condition usually requites extensive use of the brakes for maxi- mum deceleration. On the other hand, an ordinary landing roll with considerable excess runway may allow extensive use of aero- dynamic drag to minimize wear and tear on the tires and brakes. If aerodynamic drag is NAVWEPS 00-ROT-80 AIRPLANE PERFORMANCE sufficient to cause deceleration of the airplane it can be used in deference to the brakes in the early stages of the landing roll, i.e., brakes and tires suffer from continuous, hard use but airplane aerodynamic drag is free and does not 1 wear out with use. The use of aerodynamic drag is applicable only for deceleration to 60 ot 70 percent of the touchdown speed. At speeds less than 60 to 70 percent of the touch- down speed, aerodynamic drag is so slight as to be of little use and braking must be utilized to produce continued deceleration of the airplane. Powerplant thrust is not illustrated on figure 2.34 for there are so many possible variations. Since the objective during the landing toll is to decelerate, the powerplant thrust should be the smallest possible positive value or largest possible negative value. In the case of the turbojet aircraft, the idle thrust of the engine is nearly constant with speed throughout the landing roll. The idle thrust is of significant magnitude on cold days 1 because of the low compressor inlet air temper- ature and low density altitude. Unfortu- nately, such atmospheric conditions usually have the corollary of poor braking action be- cause of ice or water on the runway. The thrust from a windmilling propeller with the engine at idle can produce large negative thrust early in the landing roll but the negative force decreases with speed. The .large negative thrust at high speed is valuable in adding to drag and braking friction to increase the net retarding force. Various devices can be utilized to provide greater deceleration-of the airplane or to mini- mize the wear and teat on tires and brakes. ‘The drag parachute can provide a large retatd- ing force at high 4 and greatly increase the de- celeration during the initial phase of landing toll. It should be noted that the contribution of the drag chute is important only during the high speed portion of the landing roll. For maximum effectiveness, the drag chute must be deployed immediately after the airplane is in contact with the runway. Reverse thrust of 195 Revised January 1965
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NAVWEPS 00-EOT-80 AIRPLANE PERFORMANCE propellers is obtained by rotating the blade angle well below the low pitch stop and applying engine power. The action is to ex- tract a large amount of momentum from the airstream and thereby create negative thrust. The magnitude of the reverse thrust from pro- pellets is very large, especially in the case of the turboprop where a very large shaft power can be fed into the propeller. In the case of reverse propeller thrust, maximum effective- ness is achieved by use immediately after the airplane is in contact with the runway. The reverse thrust capability is greatest at the high speed and, obviously, any delay in pro- ducing deceleration allows runway to pass by at a rapid rate. Reverse thrust of turbojet engines will usually employ some form of vanes, buckets, or clamshells in the exhaust to turn or direct the exhaust gases forward. Whenever the exit velocity is less than the in- let velocity (or negative), a negative momen- tum change occurs and negative thrust is produced. The reverse jet thrust is valuable and effective but it should not be compared with the reverse thrust capability of a com- parable propeller powerplant which has the high intrinsic thrust at low velocities. As with the propeller reverse thrust, jet reverse thrust must be applied immediately after ground contact for maximum effectiveness in reducing landing distance. FACTORS AFFECTING LANDING PER- FORMANCE. In addition to the important factors of proper technique, many other vari- ables affect the landing performance of an air- plane. Any item which alters the landing velocity or deceleration during landing toll will affect the landing distance. As with takeoff performance, the relationships of uni- formly accelerated motion will be assumed applicable for studying the principal effects on landing distance. The case of uniformly ac- celerated motion defines landing distance as varying directly as the square of the landing velocity and inversely as the acceleration dur- ing landing toll. where Si = landing distance resulting from certain values of landing velocity, Vi, and acceleration, 6zi S2=landing distance resulting from some different values of landing velocity, V2, or acceleration, a2 With this relationship, the effect of the many variables on landing distance can be apptoxi- mated. The effect of gross wclght on landing distance is one of the principal items determining the landing distance of an airplane One effect of an increased gross weight is that the airplane will require a greater speed to support the airplane at the landing angle of attack and lift coefficient. The relationship of land- ing speed and gross weight would be as follows: where Vi=landing velocity corresponding to some original weight, W, Vs = landing velocity corresponding to some different weight, W, Thus, a given airplane in the landing con- figuration at a given gross weight will have a specific landing speed (MS ot CAS) which is invariant with altitude, temperature, wind, etc., because a certain value of 4 is necessary to provide lifr equal to weight at the landing C,. As an example of the effect of a change in gross weight, a 21 percent increase in landing weight will require a 10 percent increase in landing speed to support the greater weight. When minimum landing distances are con- sidered, braking friction forces predominate during the landing toll and, for the majority of airplane configurations, braking friction is the main source of deceleration. In this case, an increase in gross weight provides a greater
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NAVWEPS OO-ROT-80 AIRPLANE PERFORMANCE normal force and increased braking friction force to cope with the increased mass. Also, the higher landing speed at the same CL and CD produce an average drag which increased in the same proportion as the increased weight. Thus, increased gross weight causes like in- creases in the sum of drag plus braking friction and the acceleration is essentially unaffected. To evaluate the effect of gross weight on landing distance, the following relationships are used: the effect of weight on landing velocity is if the net retarding force increases in the same proportion as the .weight, the accel- eration is unaffected. the effect of these items on landing dis- tance is, or $2 w* s,=w, In effect, the minimum landing distance will vary directly as the gross weight. For ex- ample, a 10 percent increase in gross weight at landing would cause: a 5 percent increase in landing velocity a 10 percent increase in landing distance A contingency of the previous analysis is the relationship between weight and braking ftic- tion force. The maximum coefficient of brak- ing friction is relatively independent of the usual range of normal forces and rolling speeds, e.g., a 10 percent increase in normal force would create a like 10 percent increase in braking friction force. Consider the case of two air- planes of the same type and c.g. position but of ~diffetent gross weights. If these two air- planes are rolling along the runway at some speed at which aerodynamic forces are negli- gible, the use of the maximum coefficient of braking friction will bring both airplanes to a stop in the same distance. The heavier ait- plane will have the gteater mass to decelerate but the greater normal force will provide a greater retarding friction force. As a result, both airplanes would have identical accelera- tion and identical stop distances from a given velocity. However, the heavier airplane would have a greater kinetic energy to be dis- sipated by the brakes and the principal differ- ence between the two airplanes as they reach a stop would be that the heavier airplane would have the hotter brakes. Therefore, one of the factors of braking performance is the ability of the brakes to dissipate energy with- out developing excessive temperatures and losing effectiveness. To appreciate the effectiveness of modern brakes, a 30,000-lb. aircraft landing at 175 knots has a kinetic energy of 41 million ft.-lbs. at the instant of touchdown. In a minimum distance landing, the brakes must dissipate most of this kinetic energy and sach brake must absotb an input power of approximately 1,200 h.p. for 25 seconds. Such requirements for brakes are extreme but the example serves to illustrate the ptoblems of brakes for high performance airplanes. While a 10 percent increase in landing weight causes : a 5 percent higher landing speed a 10 percent greater landing distance, it also produces a 21 percent increase in the kinetic energy of the airplane to be dissipated during the landing roll. Hence, high landing weights may approach the energy dissipating capability of the brakes. The s&t of wind on landing distance is large and deserves proper consideration when pre- dicting landing distance. Since the airplane will land at a particular airspeed independent of the wind, the principal effect of wind on landing distance is due to the change in the ground velocity at which the airplane touches down. The effect of wind on acceleration duting the landing distance is identical to the 198
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NAVWEPS OO-ROLRO AIRPlANE PERFORMANCE effect on takeoff distance and is approximated by the following relationship: $2 v 2 ..-.= Sl c 1 13 where Si= zero wind landing distance Sa=landing distance into a headwind I’, = headwind velocity Vi=landing ground velocity with zero wind or, simply, the landing airspeed As a result of this relationship, a headwind which is 10 percent of the landing airspeed will reduce the landing distance 19 percent but a tailwind (or ‘negative headwind) which is 10 percent of the landing speed will increase the landing distance 21 percent. Figure 2.33 illus- trates this general effect. The effect of ranway slope on landing distance is due to the component of weight along the inclined path of the airplane. The relation- ship is identical to the case of takeoff per- formance but the magnitude of the effect is not as great. While account must be made for the effect, the ordinary values of runway slope do not contribute a large effect on landing distance. For this reason, the selection of the landing runway will ordinarily favor the direc- tion with a downslope and’headwind rather than an upslope and tailwind. The effect of pressure altitude and ambient tem- perature is to define density altitude and its effect on landing performance. An increase in dens- ity altitude will increase the landing velocity but will not alter the net retarding force. If a given weight and configuration of airplane is taken to altitude above standard sea level, the airplane will still require the same 4 to provide lift equal to weight at the landing C,. Thus, the airplane at altitude will land at the same equivalent airspeed (EAS) as at sea level but, because of the reduced density, the true airspeed (TM) will be greater. The relation- ship between true airspeed and equivalent air- speed is as follows: TAS 1 E-33=5 where TAS= true airspeed EAS= equivalent airspeed a=altitude density ratio Since the airplane lands at altitude with the same weight and dynamic pressure, the drag and braking friction throughout the landing toll have the same values as at sea level. As long as the condition is within the capability of the brakes, the net retarding force is un- changed and the acceleration is the same as with the landing at sea level. To evaluate the effect of density altitude on landing distance, the following relationships are used : since an increase in altitude does not alter acceleration, the effect would be due to the greater TAS where S1= standard sea level landing dis- tance Sa=Ianding distance at altitude c=altitude density ratio From this relationship, the minimum land- ing distance at 5,OCO ft. (u=O.8617) would be 16 percent greater than the minimum landing distance at sea level. The approximate increase in landing distance with altitude is approxi- mately 3% percent for each 1,ooO ft. of altitude. Proper accounting of density altitude is neces- sary to accurately predict landing distance. The effect of proper landing velocity is impor- tant when runway lengths and landing dis- tances are critical. The landing speeds specified in the flight handbook ate generally the mini- mum safe speeds at which the airplane can be landed. Any attempt to land at below the
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NAVWEPS O&ROT-R0 AIRPLANE PERFORMANCE specified speed may mean that the airplane may stall, be difhcult to control, or develop high rates of descent. On the other hand, an exces- sive speed at landing may improve the control- lability (especially in crosswinds) but will cause an undesirable increase in landing dis- tance. The principal effect of excess landing speed is described by: & v2 * -= - h 0 VI Thus, a 10 percent excess landing speed would cause a 21 percent increase in landing distance. The excess speed places a greater working load on the brakes because of the additional kinetic energy to be dissipated. Also, the additional speed causes increased drag and lift in the nor- mal ground attitude and the increased lift will reduce the normal force on the braking sur- faces. The acceleration during this range of speed immediately after touchdown may suffer and it will be more likely that a tire can be blown out from braking at this point. As a result, 10 percent excess landing speed will cause at JUJ; 21 percent greater landing dis- tance. The most critical conditions of landing per- formance are the result of some combination of high gross weight, density altitude, and un- favorable wind. These conditions produce the greatest landing distance and provide critical levels of energy dissipation required of the brakes. In all cases, it is necessary to make an accurate prediction of minimum landing dis- tance to compare with the available runway. A polished, professional landing technique is necessary because the landing phase of flight accounts for more pilot caused aircraft acci- dents than any other single phase of flight. In the prediction of minimum landing dis- tance from the handbook data, the following considerations must be given: (1) Pressure altitude and temperature-to define the effect of density altitude. (2)’ Gross weight-which define the CAS or EAS for landing. (3) Wind-a large effect due to wind or wind component along the runway. (4) Runway slope-a relatively small cor- rection for ordinary values of runway slope. IMPORTANCE OF HANDBOOK PER- FORMANCE DATA. The performance sec- tion or supplement of the flight handbook con- tains all the operating data for the airplane. For example, all data specific to takeoff, climb, range, endurance, descent and landing are in- cluded in this section. The ordinary use of these data in flying operations is mandatory and great knowledge and familiarity of the air- plane can be gained through study of this material. A complete familiarity of an air- plane’s characteristics can be obtained only through extensive analysis and study of the handbook data. 200
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NAVWEPS 00-801-80 HIGH SPEED AERODYNAMICS Chapter 3 HIGH SPEED AERODYNAMICS Developments in aircraft and powerplants have produced high performance airplanes with capabilities for very high speed flight. The study of aerodynamics at these very high flight speeds has many significant differences from the study of classical low speed aero- dynamics. Therefore, it is quite necessary that the Naval Aviator be familiar with the nature of high speed airflow and the charac- teristics of high performance airplane configurations. GENERAL CONCEPTS AND SUPERSONIC FLOW PATTERNS NATURE OF COMPRESSIBILITY At low flight speeds the study of aero- dynamics is greatly simplified by the fact that air may experience relatively small changes in pressure with only negligible changes in density. This airflow is termed incompressible since the air may undergo changes 201
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NAVWEPS 00-601-60 HIGH SPEED AERODYNAMICS in pressure without apparent changes in den- sity. Such a condition of airflow is analogous to the flow of water, hydraulic fluid, or any other incompressible fluid. However, at high flight speeds the pressure changes that take place are quite large and significant changes in air density occur. The study of airflow at high speeds must account for these changes 1 in air density and must consider that the 1 air is compressible and that there will be “compressibility effects.” A factor of great importance in the study of high speed airflow is the speed of sound. The speed of sound is the rate at which small pressure disturbances will be propagated through the air and this propagation speed is solely a function of air temperature. The accompanying table illustrates the variation of the speed of sound in the standard atmosphere. TABLE 3-I. V.r;afIm < Altitude in ,I T< the - -- - D F. - c. K?uI, 59.0 15.0 661.7 41.1 5.1 650.3 23.3 -4.8 6%. 6 5.5 -14.7 6X6.7 --12., --24.6 614.6 --30.2 -34.5 602.2 -48.0 -44.4 589.6 -65.8 --w.3 516.6 -69.7 -56.5 573:s -69.1 -56.5 573.8 -69.7 -56.5 573.8 As an object moves through the air mass, velocity and pressure changes occur which create pressure disturbances in the airflow sur- rounding the object. Of course, these pressure disturbances are propagated through the air at the speed of sound. If the object is travel- ling at low speed the pressure disturbances are propagated ahead of the object and the airflow immediately ahead of the object is influenced by the pressure field on the object. Actually, these pressure disturbances are transmitted in all directions and extend indefinitely in all directions. Evidence of this “pressure warn- ing’ ’ is seeii in the typical subsonic flow pattern of figure 3.1 where there is upwash and flow direction change well ahead of the leading edge. If the object is travelling at some ,speed above the speed of sound the air- flow ahead of the object will not be influenced by the pressure field on the object since pres- -sure disturbances cannot. be propagated ahead of the object. Thus, as the flight speed nears the speed of sound a compression wave will form at the leading edge and all changes in velocity and pressure will take place quite sharply and suddenly. The airflow, ahead of the object is not influenced until the air par- ticles are suddenly forced out .of the way by the concentrated pressure wave set up by the object. Evidence of this phenomenon is seen in the typical supersonic flow pattern of figure 3.1. The analogy of surface waves on the water may help clarify these phenomena. Since a surface wave is simply the propagation of a pressure disturbance, a ship moving at a speed much less than the wave speed will not form a “bow wave.” As the. ship’s speed nears the wave pro$agation speed the bow wave will form and become stronger as speed is increased beyond the wave speed. At this point it should become apparent that all compressibility effects depend upon the relationship of airspeed to the speed of sound. The term used to describe this rela- tionship is the Mach number, M, and this term is the ratio of the true airspeed to the speed of sound. ,-I M=; where M=Mach number V= true airspeed, knots d= speed of sound, knots =a& aO=speed of sound at standard sea level conditions, 661 knots e= temperature ratio = T/T, Revised January 1965
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NAVWEPS OD-8OT-80 HIGH SPEED AERODYNAMICS TYPICAL SUBSONIC FLOW PATTERN FLOW DIRECTION CHANGES WELL AHEAD OF LEADING EDGE TYPICAL SUPERSONIC FLOW PATTERN APPARENT AHEAD OF LEADING EDGE Figure 3.1. Comparison of Subsonic and Supersonic Now Patterns 203
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NAVWEPS OCMOT-60 HIGH SPEED AERODYNAMICS It is important to note that compressibility effects are not limited to flight speeds at and above the speed of sound. Since any aircraft will have some aerodynamic shape and will be developing lift there will be local flow velocities on the surfaces which arc greater than the flight speed. Thus, an aircraft can experience compressibility effects at flight speeds well below the speed of sound. Since there is the possibility of having both subsonic and supersonic flows existing on the aircraft it is convenient to define certain regimes of flight. These regimes are defined approxi- mately as follows: Subsonic-Mach numbers below 0.75 Transonic-Mach numbers from 0.75 to 1.20 Supersonic-Mach numbers from 1.20 to 5.00 Hypersonic-Mach numbers above 5.00 While the flight Mach numbers used to define these regimes of flight are quite approximate, it is important to appreciate the types of flow existing in each area. In the subsonic regime it is most likely that pure subsonic airflow exists on all parts of the aircraft. In the transonic regime it is very probable that flow on the aircraft components may be partly sub- sonic and partly supersonic. The supersonic and hypersonic’ flight regimes will provide definite supersonic flow velocities on all parts of the aircraft. Of course, in supersonic flight there will be some portions of the boundary layer which are subsonic but the predominating flow is still supersonic. The principal differences between subsonic and supersonic flow are due to the cmprrs- Jibi& of the supersonic flow. Thus, any change of velocity or pressure of a supersonic flow will produce a related change of density which must be considered and accounted for. Figure 3.2 provides a comparison of incom- pressible and compressible flow through a closed tube. Of course, the condition of con- tinuity must exist in the flow through the closed tube; the mass flow at any station along the tube is constant. This qualification must exist in both compressible and incompressible cases. The example of subsonic incompressible flow is simplified by the fact that the density of flow is constant throughout the tube. Thus, as the flow approaches a constriction and the streamlines converge, velocity increases and static pressure decreases. In other words, a convergence of the tube requires an increasing velocity to accommodate the continuity of flow. Also, as the subsonic incompressible flow enters a diverging section of the tube, velocity decreases and static pressure increases but density remains unchanged. The behavior of subsonic incompressible flow is that a con- vergence causes expansion (decreasing pressure) while a divergence causes compression (in- creasing pressure). The example of supersonic compressible flow is complicated by the fact that the variations of flow density are related to the changes in velocity and static pressure. The behavior of supersonic compressible flow is that a con- vergence causes compression while a divergence causes expansion. Thus, as the supersonic compressible flow approaches a constriction and the streamlines converge, velocity dc- creases and static pressure increases. Con- tinuity of mass flow is maintained by the increase in flow density which accompanies the decrease in velocity. As the supersonic com- pressible flow enters a diverging section of the tube, velocity increases, static pressure de- creases, and density decreases to accommodate the condition of continuity. The previous comparison points out three 1 significant differences between supersonic corn- 1 pressible and subsonic incompressible flow. (a) Compressible flow includes the addi- tional variable of flow density. (b) Convergence of flow causes expansion of incompressible flow but compression of compressible flow. (c) Divergence of flow causes compression of incompressible flow but expansion of compressible flow. Revised January 1965 204
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NAVWEPS OD-8OT-80 HIGH SPEEO AERODYNAMICS INCOMPRESSIBLE (SUBSONIC) //------ -- --- -- ---- --- -- --_-__-- ------ __--__----- ------- ---- --- ---_ --- -- ---_ ----- _---- ---__- .,,,,,,,,,,l--~- CONVERGING INCREASING VELOCITY DECREASING VELOCITY DECREASING PRESSURE INCREASING PRESSURE CONSTANT DENSITY CONSTANT DENSITY COMPRESSIBLE (SUPERSONIC) CONVERGING DIVERGING DECREASING VELOCITY INCREASING VELOCITY INCREASING PRESSURE DECREASING PRESSURE JNCI~EASJ~~G DENSITY DECREASING DENSITY figure 3.2. Comparison of Compressible and lncomprossible Flow Through a Closed Tube 205
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NAVWEPS OD-SOT-80 HIGH SPEED AERODYNAMICS OBLIQUE SHOCK WAVE-, SUPERSONIC FLOW INTO A CORNER SERfES OFOBLIOUE SHOCK WAVES r\ SUPERSONIC FLOW INTO A ROUNDED CORNER Figure 3.3. Oblique Shock Wave Formotion 206
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‘I-YPICAL SUPERSONIC FLOW PATTERNS When supersonic flow is clearly established, all changes in velocity, pressure, density, flow direction, etc., take place quite suddenly and in relatively confined areas. The areas of flows change are generally distinct and the phenom- ena are referred to as “wave” formations. All compression waves occur suddenly and are wasteful of energy. Hence, the compression waves are distinguished by the sudden “shock” type of behavior. All expansion waves are not so sudden in their occurrence and are not waste- ful of energy like the compression shock waves. Various types of waves can occur in supersonic flow and the nature of the wave formed depends upon the airstream and the shape of the object causing the flow change. Essentially, there are three fundamental types of waves formed in supersonic flow: (1) the oblip shock wave (compression), (2) the normal shock wave (compression), (3) the expansion wave (no shock). OBLIQUE SHOCK WAVE. Consider the case where a supersonic airstream is turned into the preceding airflow. Such would be the case of a supersonic flow “into a comer” as shown in figure 3.3. A supersonic airstream passing through the oblique shock wave will experience these changes: (1) The airstream is slowed down; the velocity and Mach number behind the wave are reduced but the flow is still supersonic (2) The flow direction is changed to flow along the surface (3) The static pressure of the airstrea:m behind the wave is increased (4) The density of the airstream behind the wave is increased (5) Some of the available energy of the airstream (indicated by the sum of dynamic and static pressure) is dissipated and turned into unavailable heat energy. Hence, the shock wave is wasteful of energy. A typical case of oblique shock wave forma- tion is that of a wedge pointed into a super- sonic airstream. The oblique shock wave NAVWEPS OD-807-80 HIGH SPEED AERODkNAMlCS will form on each surface of the wedge and the inclination of the shock wave will be a func- tion of the free stream Mach number and the wedge angle. As the free stream Mach number increases, the shock wave angle decreases; as the wedge angle increases the shock wave angle increases, and, if the wedge angle is in- creased to some critical amount, the shock wave will detach from the leading edge of the wedge. It is important to note that detach- ment of the shock wave will produce sub$onic flow immediately after the central portion of the shock wave. Figure 3.4 illustrates these typical flow patterns and the effect of Mach number and wedge angle. The previous flow across a wedge in a supersonic airstream would allow flow in ;UU dimensions. If a cone were placed in a super- sonic airstream the airflow would occur in three dimensions and there would be some noticeable differences in flow characteristics. Three-dimensional flow for the same Mach number and flow direction change would pro- duce a weaker shock wave with less change in pressure and density. Also, this conical wave formation allows changes in airflow that con- tinue to occur past the wave front and the wave strength varies with distance away from the surface. Figure 3.5 depicts the typical three-dimensional flow past a cone. Oblique shock waves can be reflected like any pressure wave and this effect is shown in figure 3.5. This reflection appears logical and necessary since the original wave changes the flow direction toward the wall and the reflected wave creates the subsequent flow change to cause the flow to remain parallel to the wall surface. This reflection phenomenon places definite restrictions on the size of a model in a wind tunnel since a wave reflected back to the model would cause a pressure distribution not typical of free flight. NORMAL SHOCK WAVE. If a blunt- nosed object is placed in a supersonic airstream the shock wave which is formed will be de- tached from the leading edge. This detached
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS DETACHED M = 3.0 M = 3.0 \ Figure 3.4. Shock Waves Formed by Various Wedge Shapes 208
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NAVWEPS 00-BOT-80 HIGH SPEED AERODYNAMICS CONE IN SUPERSONIC FLOW CONICAL WAVE REF:LECTED OBLIOUE WAVES MODEL IN WIND TUNNEL WITH wows REFL\Cmg FROM Figure 3.5. Three Dimensional and Reflected Shock Waves 209 Revised Januaty I%5
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS OBLlOuE SHOCK WAVES NORMAL / ,SHOCK WAVE Figure 3.6. Normal ShockWave Formation
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wave also occurs when a wedge or cone angle exceeds some critical value. Whenever the shock wave forms perpendicular to the up- stream flow, the shock wave is termed a “normal” shock wave and the flow immediately behind the wave is subsonic. Any relatively blunt object in a supersonic airstream will form a normal shock wave immediately ahead of the leading edge slowing the airstream to subsonic SO the airstream may feel the presence of the blunt nose and flow around it. Once past the blunt nose the airstream may remain subsonic or accelerate back to supersonic depending on the shape of the nose and the Mach number of the free stream. In addition to the formation of normal shock waves described above, this same type of wave may be formed in an entirely different manner when there is no object in the super- sonic airstream. It is particular that whenever a supersonic airscream is slowed to subsonic without a change in direction a normal shock wave will form as a boundary between the supersonic and subsonic regions. This is an important fact since aircraft usually encounter some “compressibility effects” before the flight speed is sonic. Figure 3.6 illustrates the man- ner in which an airfoil at high subsonic speeds has local flow velocities which are supersonic. As the local supersonic flow moves aft, a normal shock wave forms slowing the flow to subsonic. The transition of flow from subsonic to supersonic is smooth and is not accompanied by shock waves if the transition is made gradually with a smooth surface. The transition of flow from supersonic to subsonic without direction change always forms a normal shock wave. A supersonic airstream passing through a normal shock wave will experience these changes: (1) The airstream is slowed to subsonic; the local Mach number behind the wave is approximately equal to the reciprocal of the Mach number ahead of the wave-e.g., if NAVWEPS OD-EOT-80 HIGH SPEED AERODYNAMICS Mach number ahead of the wave is 1.25, the Mach number of the flow behind the wave is approximately 0.80. (2) The airflow direction immediately behind the wave is unchanged. (3) The static pressure of the airstream behind the wave is increased greatly. (4) The density of the airstream behind the wave is increased greatly. (5) The energy of the airstream (indi- cated by total pressure-dynamic plus static) is greatly reduced. The normal shock wave is very wasteful of energy. EXPANSION WAVE. If a supersonic air- stream were turned away from the preceding flow an expansion wave would form. The flow “around a corner” shown in figure 3.7 will not cause sharp, sudden changes in the airflow except at the corner itself and thus is not actually a “shock” wave. A supersonic airstream passing through an expansion wave will experience these changes: (1) The airstream is accelerated; the ve- locity and Mach number behind the wave are greater. (2) The flow direction is changed to flow along the surface-provided separa- tion does not occur. (3) The static pressure of the airstream behind the wave is decreased. (4) The density of -the airstream behind the wave is decreased. (5) Since the flow changes in a rather gradual manner there is no “shock” and no loss of energy in the airstream. The expansion wave does not dissipate air- stream energy. The expansion wave in three dimensions is a slightly different case and the principal difference is the tendency for the static pres- sure to continue to increase past the wave. The following table is provided to summa- rize the characteristics of the three principal wave forms encountered with supersonic flow. 21’1
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NAVWEPS 00-807-80 HIGH SPEED AERODYNAMICS EXPANSION WAVE, SUPERSONIC FLOW AROUND A CORNER SERIES OF EXPANSION WAVES7 SUPERSONIC FLOW AROUND A SMOOTti CORNER Figure 3.7. Expansion Wove Formation 212
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS TABLE 3-P. Suprnonk Wave Charactwiltks Type of wave formation Flow direction change. Efkct cm velociry and Mach number. Effect on static pressure and density. _- Oblique shock wave “Flow into a corner,” turned into preceding flow. Decreased but still supcr- sonic. Increase. :. DKICaSe _- __ __ __ - Normal shock wave. No change. Great increase, Great decrease - __ -. -. -. - Expansion wwc. ‘/ // < - ,/$y “Flow around a corner,” turned away from pre- ceding flow. Increased to higher super- sonic. DeCrWSe. No change (no shock). SECTIONS IN SUPERSONIC FLOW In order to appreciate the effect of these various wave forms on the aerodynamic char- acteristics in supersonic flow, inspect figure 3.8. Parts (a) and (b) show the wave pattern and resulting pressure distribution for a thin flat plate at a positive angle of attack. The air- stream moving over the upper surface passes through an expansion wave at the leading edge and then an oblique shock wave at the trailing edge. Thus, a uniform suction pressure exists over the upper surface. The airstream moving underneath the flat plate passes through an oblique shock wave at the leading edge then an expansion wave at the trailing edge. This pro- duces a uniform positive pressure on the under- side of the section. This distribution of pres- sure on the surface will produce a net lift and incur a subsequent drag due co lift from the in- clination of the resultant lift from a perpen- dicular co the free stream. Parts (c) and (d) of figure 3.8 show the wave pattern and resulting pressure distribu- tion for a double wedge airfoil at zero lift. The airstream moving over the surface passes through an oblique shock, an expansion wave, and another oblique shock. The resulting pressure distribution on the surfaces produces no net lift, but the increased pressure on the forward half of the chord along with the de- creased pressure on the aft half of the chord produces a “wave” drag. This wave drag is caused by the components of pressure forces which are parallel to the free scream direction. The wave drag is in addition to the drag due to friction, separatien, lift, etc., and can be a very considerable part of the total drag at high supersonic speeds. Parts (e) and (f) of figure 3.8 illustrate the wave pattern and resulting pressure distribu- tion for the double wedge airfoil at a small positive angle of attack. The net pressure 213
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NAVWEPS 00-8oT-80 HIGH SPEED. AERODYNAMlCS 0 a FLAT PLATE WAVE PATTERN 0 c DOUBLE WEDGE WAVE PATTERN AT ZERO LIFT ANGLE ATTAC O e DOUBLE WEDGE WAVE PATTERN AT POSITIVE ANGLE OF ATTACK NOTE: CENTER OF PRESSURE IS AT 50% CHORD v b FLAT PLATE PRESSURE DISTRIBUTION NO NET LIFT BUT HAVE “WAVE DRAG” 0 d REDOUBLE WEDGE PRESSURE DISTRIBUTION AT ZERO LIFT DRAG DUE TO LIFT ‘CLEFT L-WAVE DRAG 0 f DOUBLEWEDGEPRESSURE DISTRIBUTION AT POSITIVE LIFT 0 9 CIRCULAR ARC TYPE AIRFOIL 0 b CONVENTIONAL BLUNT NOSE AIRFOIL Figure 3.8. Typical Supersonic Flow Patterns and Distribution of Pressure 214
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distribution produces an inclined lift with drag due to lift which is in addition to the wave drag at zero lift. Part (g) of figure 3.8 shows the wave pattern for a circular arc air- foil. After the airflow traverses the oblique shock wave at the leading edge, the airflow undergoes a gradual but continual expansion until the trailing edge shock wave is en- countered. Part (h) of figure 3.8 illustrates the wave pattern on a conventional blunt nose airfoil in supersonic flow. When the nose is blunt the wave must detach and become a normal shock wave immediately ahead of the leading edge. Of course, this wave form produces an area of subsonic airflow at the leading edge with very high pressure and density behind the detached wave. The drawings of figure 3.8 illustrate the typical patterns of supersonic flow and point out these facts concerning aerodynamic surfaces in two dimensional supersonic flow: (1) All changes in velocity, pressure, density and flow direction will take place quite suddenly through the various. wave forms. The shape of the object and the required flow ,direction change dictate the type and strength of the wave formed. (2) As always, lift results from the distri- bution of pressure on a surface and is the net force perpendicular to the free stream direc- tion. Any component of the lift in a direc- tion parallel to the windstream will be drag due to lift. (3) In supersonic flight, the zero lift drag of an airfoil of some finite thickness will include a “wave drag.” The thickness of the airfoil will have an extremely powerful effect on this wave drag since the wave drag varies as the square of the thickness ratio- if the thickness is reduced 50 percent, the wave drag is reduced 73 percent. The lead- ing edges of supersonic shapes must be sharp or the wave formed at the leading edge will be a strong detached shock wave. (4) Once the flow on the airfoil is super- sonic, the aerodynamic center of the surface NAWEPS 00-80T-80 HIGH SPEED AERODYNAMICS will be located approximately at the SO per- cent chord position. As this contrasts with the subsonic location for the aerodynamic center of the 23 percent chord position, sig- nificant changes in aerodynamic trim and stability may be encountered in transonic flight. CONFIGURATION EFFECTS TRANSONIC AND SUPERSONIC PLIGHT Any object in subsonic flight which has some finite thickness or is producing lift will have local velocities on the surface which are greater than the free stream velocity. Hence, compressibility effects can be expected to occur at flight speeds less than the speed of sound. The transonic regime of flight pro- vides the opportunity for mixed subsonic and supersonic flow and. accounts for the first 1 significant effects of compressibility. Consider a conventional airfoil shape as shown in figure 3.9. If this airfoil is at a flight Mach number of 0.50 and a slight posi- tive angle of attack, the maximum local velocity on the surface will be greater than the flight speed but most likely less than sonic speed. Assume that an increase in flight Mach number to 0.72 would produce lfrst cvidmc of local son@ flow. This condition of flight would be the highest flight speed possible without supersonic flow and would be termed the “critical Mach number.” Thus, critical Mach number is the bouodary between subsonic and transonic flight and is an im- portant ~point of reference for all compressi- 1 bility effects encountered in transonic flight. By delinition, critical Mach number is the “free stream Mach number which produces 6rst evidence of local sonic flow.” Therefore, shock waves, buffet, airflow separation, etc., take place above critical Mach number. As critical Mach number is exceeded an area of ~uprrronic airflow is created and a normal 215 Revised January 1965
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NAVWEPS 00-8OY-60 HIGH SPEED AERODYNAMICS MAXIMUM LOCALVELOCITY M=.50 IS LESS THAN SONIC MAXIMUM LOCAL VELOCITY EOUALTO SONIC M =.72 (CRITICAL MACH NUMB NORMAL SHOCK WAVE POSSIBLE SEPARATION su NORMAL SHOCK \\I NORMAL SHOCK NORMAL SHOCK Figure 3.9. Transonic Flow Patterns (sheet 1 of 2) 216
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NAVWEPS OD-801-80 HIGN SPEED AEQODYNAMICJ WING IN TRANSONIC FLOW I M = .700 a= +2O CL= ,370 NO SHOCK WAVES I I M-.800 a=+2O CL=.442 SHOCK FORMATION IS APPARENT AT 25 TO 30 % CHORD POSITION I M=.075 a=+20 CL=.450 SHOCK INDUCED SEPARATION ALONG AFT PORTION OF WING PLAPJFORM Figure 3.9. Transonic Flow Patterns (sheet 2 of 2)
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS shock wave forms as the boundary between the supersonic flow and the subsonic flow on the aft portion of the airfoil surface. The acceleration of the airflow from subsonic to supersonic is smooth and unaccompanied by shock waves if the surface is smooth and the transition gradual. However, the transition of airflow from supersonic to subsonic is always accompanied by a shock wave and, when there is no change in direction of the airflow, the wave form is a normal shock wave. Recall that one of the principal effects of th,e normal shock wave is to produce a large increase in the static pressure of the airstream behind the wave. If the shock wave is strong, the boundary layer may not have sufficient kinetic energy to withstand the large, adverse pressure gradient and separation will occur. At speeds only slightly beyond critical Mach number the shock wave formed is not strong enough to cause spearation or any noticeable change in the aerodynamic force coefficients. However, an increase in speed above critical Mach number sufhcient to form a strong shock wave can cause sepa- ration of the boundary layer and produce sudden changes in the aerodynamic force coefficients. Such a flow condition is shown in figure 3.9 by the flow pattern for M=O.n. Notice that a further increase in Mach number to 0.82 can enlarge the supersonic area on the upper surface and form an additional area of supersonic flow and normal shock wave on the lower surface. As the flight speed approaches the speed of sound the areas of supersonic flow enlarge and the shock waves move nearer the trailing edge. The boundary layer may remain sepa- rated or may reattach depending much upon the airfoil shape and angle of attack. When the flight speed exceeds the speed of sound the “bow” wave forms at the leading edge and this typical flow pattern is illustrated in figure 3.9 by the drawing for M= 1.05. If the speed is increased to some higher supersonic value all oblique portions of the waves incline more greatly and the detached normal shock portion of the bow wave moves closer to the leading edge. Of course, all components of the aircraft are affected by compressibility in a manner somewhat similar to that of basic airfoil. The tail, fuselage, nacelles, canopy, etc. and the efkct of the interference between the various surfaces of the aircraft must be considered. FORCE DIVERGENCE. The airflow sepa- ration induced by shock wave formation can create significant variations in the aerody- namic force coefficients. When the free stream speed is greater than critical Mach number some typical effects on an airfoil section are as follows : (1) An increase in the section drag coeffi- cient for a given section lift coe5cient. (2) A decrease in section lift coefficient for a given section angle of attack. (3) A change in section pitching moment coe5cient. A reference point is usually taken by a plot of drag coe5cient versus Mach number for a constant lift coefficient. Such a graph is shown in figure 3.10. The Mach number which produces a sharp change in the drag coe5cient is termed the “force divergence” Mach number and, for most airfoils, usually exceeds the critical Mach number at least 5 to 10 percent. This condition is also referred to as the “drag divergence” or “drag rise.” PHENOMENA OF TRANSONIC FLIGHT. Associated with the “drag rise” are buffet, trim and stability changes, and a decrease in control surface effectiveness. Conventional aileron, rudder, and elevator surfaces sub jetted to this high frequency buffet may “buzz,” and changes in hinge moments may produce undesirable control forces. Of course, if the buffet is quite severe and prolonged, structural damage may occur if this operation is in violation of operating limitations. When airflow separation occurs on the wing due to 218
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NAVWEPS OO-EOT-80 HIGH SPEED AERODYNAMICS CD DRAG COEFFICIENT FORCE DIVERGENCE MACH NUMBER CRITICAL MACH NUMBER. I I I c 0.5 1.0 ht,MACH NUMBER Figure 3ilO. Compressibility Drag Rise shock wave formation, there will be a loss of lift and subsequent loss of downwash aft of the affected area. If the wings shock unevenly due to physical shape differences or sideslip, a rolling moment will be created in the direction of the initial loss of lift and con- tribute to control difficulty (“wing drop”). If the shock induced separation occurs sym- metrically near the wing root, a decrease in downwash behind this area is a corollary of the loss of lift. A decrease in downwash on the horizontal tail will create a diving moment and the aircraft will “tuck under.” If these conditions occur on a swept wing. planform, the wing center of pressure shift contributes to the trim change-root shock first moves the wing center of pressure aft and adds to the diving moment; shock formation at the wing tips first moves the center of pressure forward and the resulting climbing moment and tail downwash change can contribute to “pitch up.” Since most of the dificulties of transonic flight are associated with shock wave induced flow separation, any means of delaying or alleviating the shock induced separation will improve the aerodynamic characteristics. An aircraft conhguration may utilize thin surfaces of low aspect ratio with sweepback to delay and reduce the magnitude of transonic force divergence. In addition, various methods of boundary layer control, high lift devices, vortex generators, etc., may be applied to improve transonic characteristics. For exam- ple, the application of vortex generators to a surface can produce higher local surface veloci- ties and increase the kinetic energy of the boundary layer. Thus, a more severe pressure gradient (stronger shock wave) will be neces- sary to produce airflow separation. 219
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NAVWEPS 00-801-80 HIGH SPEEO AERODYNAMICS Once the configuration of a transonic air- craft is fixed, the pilot must respect the effect of angle of attack and altitude. The local flow 1 velocities on any upper surface increase with an increase in angle of attack. Hence, local sonic flow and subsequent shock wave formation can occur at lower free stream Mach numbers. A pilot must appreciate this reduction of force divergence Mach number with lift coefficient since maneuvers at high speed may produce compressibility effects which may not be en- countered in unaccelerated flight. The effect of altitude is important since the magnitude of any force or moment change due to com- pressibility will depend upon the dynamic pressure of the airstream. Compressibility effects encountered at high altitude and low dynamic pressure may be of little consequence in the operation of a transonic aircraft. How- ever, the same compressibility effects en- countered at low altitudes and high dynamic pressures will create greater trim changes, heavier buffet, etc., and perhaps transonic flight restrictions which are of principal inter- est only to low altitude. can be quite weak, the pressure waves can be of sufficient magnitude to create an audible disturbance. Thus, “sonic booms” will be a simple consequence of supersonic flight. The aircraft powerplant: for supersonic flight must be of relatively high thrust output. Also, in many cases it may be necessary to provide the air breathing powerplant with special inlet configurations which will slow the airflow to subsonic prior to reaching the compressor face or combustion chamber. Aero- dynamic heating of supersonic flight can pro- vide critical inlet temperatures for the gas turbine engine as well as critical structural temperatures. The density variations in airflow may be shown by certain optical techniques. Schlieren photographs and shadowgraphs can define the various wave patterns and their effect on the airflow. The Schlieren photographs presented in figure 3.11 define the flow conditions on an aircraft in supersonic flight. I TRANSONIC AND SUPERSONIC CONFIGU- RATIONS PHENOMENA OF SUPERSONIC FLIGHT. While many of the particular effects of super- sonic flight will be presented in the detail of later discussion, many general effects may be anticipated. The airplane configuration must have aerodynamic shapes which will have low drag in compressible flow. Generally, this will require airfoil sections of low thickness ratio and sharp leading edges and body shapes of high fineness ratio to minimize the supersonic wave drag. Because of the aft movement of the aerodynamic center with supersonic flow, the increase in static longitudinal stability will demand effective, powerful control surfaces to achieve adequate controllability for super- sonic maneuvering. Aircraft configurations developed for high speed flight will have significant differences in shape and planform when compared with air- craft designed for low speed flight. One of the outstanding differences will be in the selection of airfoil profiles for transonic or supersonic flight. As a corollary of supersonic flight the shock wave formation on the airplane may create special problems outside the immediate vicinity of the airplane surfaces. While the shock waves a great distance away from the airplane no AIRFOIL SECTIONS. It should be ob- vious that airfoils for high speed subsonic flight should have high critical Mach num- bers since critical Mach number defines the lower limit for shock wave formation and subsequent force divergence. An additional complication to airfoil selection in this speed range is that the airfoil should have a high maximum lift coefficient and sufficient thickness to allow application of high lift devices. Otherwise an excessive wing area would be required to provide maneuverability and reasonable takeoff and landing speeds.
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NAVWEPS DG-RDT-RD HIGH SPEED AERODYNAMICS FE!4 MODEL AT VARIOUS MACH NUMBERS a-O0 pee M* 1.2 W 1.6 Figure 3.11. Schliemn Photographs of Supersonic Flight (sheet 1 of 2) 221
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Figure 3.7 1. Schlieren Photographs of Supersonic Flight (sheet 2 of 2)
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However, if high speed flight is the primary consideration, the airfoil must be chosen to have. the highest practical critical Mach number. Critical Mach number has been defined as the flight Mach number which produces first evidence of local sonic flow. Thus, the air- foil shape and lift coe&ient-which determine the pressure and velocity distribution-will have a profound effect on critical Mach number. Conventional, low speed airfoil shapes have relatively poor compressibility characteristics because of the high local velocities near the leading edge. These high local velocities are inevitable if both the maximum thickness and camber are well forward on the chord. An improvement of the compressibility character- istics can be obtained by moving the points of maximum camber and thickness aft on the chord. This would distribute the pressure and velocity more evenly along the chord and produce a lower peak velocity for the same lift coefficient. Fortunately, the airfoil shape to provide extensive lamiaar flow and low profile drag in low speed, subsonic flight will provide a pressure distribution which is favor- able for high speed flight. Figure 3.12 illustrates the pressure distributions and variation of critical Mach number with lift coefficient for a conventional low speed airfoil and a high speed section. In order to obtain a high critical Mach number from an airfoil at some low lift coefficient the section must have: (u) Low thickness ratio. The point of maximum thickness should be aft to smooth the pressure distribution. (6) Low camber. The mean camber line should be shaped to help minimize the local velocity peaks. In addition, the higher the required lift coefficient the lower the critical Mach number and more camber is required of the airfoil. If supersonic flight is a possibility the thick- ness ratio and leading edge radius must be small to decrease wave drag. NAVWEPS 00-801-80 HIGH SPEED AERODYNAMICS Figure 3.13 shows the flow patterns for two basic supersonic airfoil sections and pro- vides the approximate equations for lift,drag, and lift curve slope. Since the wave drag is the only factor of difference between -the two airfoil sections, notice the configuration fac- tors which affect the wave drag. For the same thickness ratio, the circular arc airfoil would have a larger wedge angle formed between the upper and lower surfaces at the leading edge. At the same flight Mach num- ber the larger angle at the leading edge would form the stronger shock wave at the nose and cause a greater pressure change on the circular arc airfoil. This same principle applies when investigating the effect of airfoil thickness. Notice that the wave drag coefficients for both airfoils vary as the SQUARE of the thickness ratio, e.g., if the thickness ratio were doubled, the wave drag coefhcient would he four times as great. If the thickness were increased, the airflow at the leading edge will experience a greater change in direction and a stronger shock wave will be formed. This powerful variation of wave drag with thick- ness ratio necessitates the use of very thin air- foils with sharp leading edges for supersonic flight. An additional consideration is that thin airfoil sections favor the use of low aspect ratios and high taper to obtain lightweight structures and preserve stiffness and rigidity. The parameter JMz-l appears in the denominator of each of the equations for the aerodynamic coefficients and indicates a de- crease in each of these coefficients with an increase in Mach number. Essentially, this means that any aerodynamic surface becomes less sensitive to changes in angle of attack at higher Mach numbers. The decrease in lift curve slope with Mach number has tremendous implications in the stability and control of high speed aircraft. The vertical tail becomes less sensitive to angles of sideslip and the directional stability of the aircraft will deteri- orate with Mach number. The horizontal tail of the airplane experiences the same
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NAVWEPS DD-801-80 HIGH SPEED AERODYNAMICS -1.0 PRESSURE COEFFICIENT 0 PP, 4 1.0 SAME Cl LOW PEAK FOR HIGH SPEED SECTION (LAMINAR FLOW) SECTION LIFT COEFFICIENT Figure 3.72. High speed Section Characteristics 224
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NAVWEPS 00-BOT-80 HIGH SPEED AERODYNAMICS DOUBLE WEDGE SECTION WAVE DRAG COEFFICIENT: LIFT COEFFICIENT: DRAG DUE .TO LIFT: LIFT CURVE SLOPE: CIRCULAR ARC SECTION WHERE ( +/c ) = AIRFOIL THICKNESS RATIO a 2 ANGLE OF ATTACK (IN RADIANS) M = MACH NUMBER Figure 3.73. Approximate Equations for Supersonic Section Characteristics 225
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NAWEPS OD-ROT-RO HIGH SPEEO AERODYNAMICS general effect and contributes less damping to longitudinal pitching oscillations. These ef- fects can become so significant at high Mach numbers that the aircraft might require com- plete synthetic stabilization. PLANFORM EFFECTS. The development of surfaces for high speed involves considera- tion of many items in addition to the airfoil sections. Taper, aspect ratio, and sweepback can produce major effects on the aerodynamic characteristics of a surface in high speed flight. Sweepback produces an unusual effect on the high speed characteristics of a surface and has basis in a very fundamental concept of aero- dynamics. A grossly simplified method of visualizing the effect of sweepback is shown in figure 3.14. The swept wing shown has the streamwise velocity broken down to a com- ponent of velocity perpendicular to the leading edge and a component parallel to the leading edge. The component of speed perpendicular to the leading edge is less than the free.stream speed (by the cosine of the sweep angle) and it is this velocity component which determines the magnitude of the pressure distribution. The component of speed parallel to the lead- ing edge could be visualized as moving across constant sections and; in doing so, does not contribute to the pressure distribution on the swept wing. Hence, sweep of a surface pro- duces a beneficial e&ct ‘in high speed flight since higher flight speeds may be obtained be- fore components of speed perpendicular to the leading edge produce critical conditions on the wing. This is one of the most important ad- vantage of sweep since there is an increase in critical Mach number, force divergence Mach number, and the Mach number at which the drag rise will peak. In other words, sweep will delay the onset of compressibility effects. Generally, the effect of wing sweep will apply to either sweep back or sweep forward. While the swept forward wing has been used 1 in rare instances, the aeroelastic instability of such a wing creates such a problem that sweep back is more practical for ordinary applica- tions. In addition to the delay of the onset of com- pressibility effects, sweepback will reduce the magnitude of the changes in force coefficients due to compressibility. Since’ the component of velocity perpendicular to the leading edge is less than the free stream velocity, the magni- tude of all pressure forces on the wing will be reduced (approximately by the square of the cosine of the sweep angle). Since compressi- bility force divergence occurs due to changes in pressure distribution, the use of sweepback will “soften” the force divergence. This effect is illustrated by the graph of figure 3.14 which shows the typical variation of drag coeiIicient with Mach number for various sweepback angles. The straight wing shown begins drag rise at M=O.lO, reaches a peak near M=l.O, and begins a continual drop past M= 1.0. Note that the use of sweepback then deh+y~ the drag rise to some~ higher Mach number and wdms the magnitude of the drag rise. In view of the preceding discussion, sweep- back will have the following principal ad- vantages : (1) Sweepback will delay the onset of all compressibility effects. Critical Mach num- ber and force divergence Mach number will increase since the velocity component affect- ing the pressure distribution is less than the free stream velocity. Also, the peak of drag rise is delayed to some higher supersonic speed-approximately the speed which pro- duces sonic flow perpendicular to the leading edge. Various sweeps applied to wings of .moderate aspect ratio will produce these approximate effects in transonic flight: Sweep angle(k) Revised Jaanuar~ 1965 226
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NAVWEPS 00-80T-80 HIGH SPEED AERODYNAMICS FREE STREAM / VELOCITY VELOCITY COhlPONENT PARALLEL TO LEADING EDGE \ SWEEP ANGLE, 11 VELOCITY COMPONENT PERPENDICULAR TO LEADING EDGE DFf AG COEFFICIENT cD c 0 I.0 2.0 3.0 MACH NUMBER, M UM t IlC.IT ,STRAIGHT MAXIM’ MACH NUMBER, M MACH NUMBER, M Figure 3.14. General Effects of Sweepbock 227
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NAVWEPS DD-ROT-80 HIGH SPEE’D AERODYN,AMlCS EFFECT OF SWEEPBACK ON LOW SPEED LIFT CURVE LIFT COEFFICIENT CL SWEPT t ANGLE OF ATTACK,O EFFECT OF SWEEPBACK ON YAW AND ROLL MOMENTS / YAW MOMENT SWEPT WING AT SWEPT WING IN A ZERO SIDESLIP SIDESLIP TO THE RIGHT SWEPT WING IN LEVEL FLIGHT SWEPT WING IN A S IDESLIP TOWARD THE DOWN WING Figure 3.15. Aerodynamic Effects Due to Sweepbach 228
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NAVWEPS 00-801-80 HIGH SPEED AERODYNAMICS (1) The wing lift curve slope is reduced for a given aspect ratio. This is illustrated by the lift curve comparison of figure 3.15 for the straight and swept wing. Any reduction of lift curve slope implies the wing is less sensitive to changes in angle of attack. This is a beneficial effect only when the effect of gusts and turbulence is con- sidered. Since the swept wing has the lower lift curve slope it will be less sensitive to gusts and experience less “bump” due to gust for a given aspect ratio and wing loading. This is a consideration particular to the aircraft whose structural design shows a predominating effect of the gust load spectrum, e.g., transport, cargo, and patrol types. (2) “Divergence” of a surface is an aero- elastic problem which can occur at high dynamic pressures. Combined bending and twisting deflections interact with aerody- namic forces to produce sudden failure of the surface at high speeds. Sweep forward will aggravate this situation by “leading” the wing into the windstream and tends to lower the divergence speed. On the other hand, sweepback tends to stabilize the surface by “trailing” and tends to raise the divergence speed. By this tendency, sweep- back may be beneficial in preventing di- vergence within the anticipated speed range. (3) Sweepback contributes slightly to the static directional-or weathercock-stability of an aircraft. This effect may be appre- ciated by inspection of hgure 3.13 which shows the swept wing in a yaw or sideslip. The wing into the wind has less sweep and a slight increase in drag; the wing away from the wind has more sweep and less drag. The net effect of these force changes is to produce a yawing moment tending to retarn the nose into the relative wind. This directional stability contribution is usually small and of importance in tailless aircraft only. (2) Sweepback will reduce the magnitude of change in the aerodynamic force coeffi- cients due to compressibility. Any change in drag, lift, or moment coefbcients will be reduced by the use of sweepback. Various sweep angles applied to wings of moderate aspect ratio will produce these approximate effects in transonic flight. 00 ............................... 0 150. ............. ................ 5 M” .............................. 15 45’.............................. 35 600 .............................. 60 - -_ - These advantages of drag reduction and preser- vation of the transonic maximum lift coefficient are illustrated in figure 3.14. Thus, the use of sweepback on a transonic aircraft will reduce and delay the drag rise and preserve the maneuverability of the aircraft in transonic flight. It should be noted that a small amount of sweepback produces very little benefit. If sweepback is to be used at all, at least 30’ to 33’ must be used to produce any significant benefit. Also note from figure 3.14 that the amount of sweepback required to d&y drag rise in supersonic flight is very large, e.g., more than 60° necessary at M=2.0. By comparison of the drag curves at high Mach numbers it will be appreciated that extremely high (and possibly impractical) sweepback is necessary to delay drag rise and that the lowest drag is abtained with zero sweepback. There- fore, the planform of a wing designed to operate continuously at high Mach numbers will tend to be very thin, low aspect ratio, and unswept. An immediate conclusion is that sweepback is a device of greatest application in the regime of transonic flight. A few of the less significant advantages of sweepback are as follows: 229 Revised January l%S
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(4) Sweepback contributes to lateral sta- bility in rhe same sense as dihedral. When the swept wing aircraft is placed in a side- slip, the wing into the wind experiences an increase in lift since the sweep is less and the wing away from the wind produces less lift since rhe sweep is greater. As shown in figure 3.15, the swept wing aircraft in a sideslip experiences lift changes and a sub- sequent rolling moment which tends to right the aircraft. This lateral stability conrribution depends on the sweepback and the lift coefficient of the wing. A highly swept wing operating at high lift coeflicient usually experiences such an excess of this lateral stability contribution that adequate controllability may be a significant problem. As shown, the swept wing has certain im- portant advantages. However, the use of sweepback produces certain inevitable disad- vantages which are important from the stand- point of both airplane design and flight oper- ations. The most important of these disad- vantages are as follows: (1) When sweepback is combined with taper there is an extremely powerful tendency for the wing to stall tip first. This pattern of stall is very undesirable since there would be little stall warning, a serious reduction in lateral control effectiveness, and the for- ward shift of the center of pressure would contribute to a nose up moment (“pitch up” or “stick force lightening”). Taper has its own effect of producing higher local lift coefhcients toward the tip and one of the effects of sweepback is very similar. All outboard wing sections are affected by the upwash of the preceding inboard sections and the lift distribution resulting from sweep- back alone is similar to that of high taper. An additional effect is the tendency to develop a strong spanwise flow of the bound- ary layer toward the tip when the wing is at high lift coefficients. This spanwise flow produces a relatively low energy boundary layer near the tip which can be easily sep- NAVWEPS 00-801-80 HIGH SPEED AERODYNAMICS arated. The combined effect of taper and sweep present a considerable problem of tip stall and this is illustrated by the flow pat- terns of figure 3.16. Design for high speed performance may dictate high sweepback, while structural efficiency may demand a highly tapered planform. When such is the case, the wing may require extensive aero- dynamic tailoring to provide a suitable stall pattern and a lift distribution at cruise condi- tion which reduces drag due to lift. Wash- out of the tip, variation of section camber throughout span, flow fences, slats, leading edge extension, etc., are typical devices used to modify the stall pattern and minimize drag due to lift at cruise condition. (2) As shown by the lift curve of figure 3.15 the use of sweepback will reduce the lift curve slope and the subsonic maximum lift coefficient. It is important to note this case is definitely subsonic since sweepback may be used to improve the transonic ma- neuvering capability. Various sweep angles applied to wings of moderate aspect ratio produce these approximate effects on the subsonic lift characteristics: sweep Angle (A): O”................................. 0 w................................ 4 300. 14 450.......... 30 M)Q................................ yl The reduction of the low speed maximum lift coefficient (which is in addition to that lost due to tip stall) has very important implications in design. If wing loading is not reduced, stall speeds increase and sub- sonic maneuverability decreases. On the other hand, if wing loading is reduced, the increase in wing surface area may reduce the anticipated benefit of sweepback in the transonic flight regime. Since the require- ments of performance predominate, certain increases of stall speeds, takeoff speeds, 251
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NAVWEPS OO-EOT-80 NAVWEPS OO-EOT-80 HIGH SPEED AERODYNAMICS HIGH SPEED AERODYNAMICS 5 SPANWISE LIFT O~STR~BUT~ON SPANWISE LIFT DISTRIBUTION WC 26 TIP STALL TENDENCY TIP STALL TENDENCY OF UNMOOIFIEO WING OF UNMOOIFIEO WING ::G g:: - - - - - - - - 1.0 1.0 Ot+ ,s - I.0 - I.0 t ” 3 it zi WING MODIFIED BY WING MODIFIED BY OCJ WASHOUT, CAMBER, WASHOUT, CAMBER, ;$ SECTION VARIATION, ETC. SECTION VARIATION, ETC. v) 0 0 0 f ! 0 ROOT TIP TYPICAL STALLSEQUENCE SPANWISE FLOW OF BOUNDARY LAYER DEVELOPS AT HIGH CL STALL AREA Figure 3.16. Stall Characteristics of Tapered Swept Wing 232
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS STRIJ;U;RAL STRAIGHT WING OF SAME AREA, ASPEC&ATIO, AN0 I AEROD&AMIC WING BENDING PRODUCES -/TIP ROTATION --- TIP VIEW TRAILING EDGE VIEW figure 3.17. Structurd Complications Due to Sweephk 233
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NAVWEPS 00-ROT-80 HIGH SPEED AERODYNAMICS and landing speeds usually will be accepted. While the reduction of lift curve slope may be an advantage for gust considerations, the reduced sensitivity to changes in angle of attack has certain undesirable effects in subsonic flight. The reduced wing lift curve slope tends to increase maximum lift angles of attack and complicate the problem of landing gear design and cockpit visi- bility. Also, the lower lift curve slope would reduce the contribution to stability of a given tail surface area. (3) The use of sweepback will reduce the effectiveness of trailing edge control surfaces and high lift devices. A typical example of this effect is the application of a single slotted flap over the inboard 60 percent span to both a straight wing and a wing with 35” sweepback. The flap applied to the straight wing produces an increase in maximum lift coefficient of approxi- mately 50 percent. The same type flap applied to the swept wing produces an increase in maximum lift coefficient of approximately 20 percent. To produce some reasonable maximum lift coefficient one a swept wing may require unsweeping the flap hinge line, application of leading edge high lift devices such as slots or slats, and possibly boundary layer control. (4) As described previously, sweepback contributes to lateral stability by producing stable rolling moments with sideslip. The lateral stability contribution of sweepback varies with the amount of wing sweepback and wing lift coefficient-large sweepback and high lift coefficients producing large contribution to lateral stability. While sta- bility is desirable, any excess of stability will reduce controllability. For the majority of airplane configurations, high lateral sta- bility is neither necessary nor desirable, but adequate control in roll is absolutely neces- sary for good flying qualities. An excess of lateral stability from sweepback can aggra- vate “Dutch roll” problems and produce marginal control during crosswind takeoff and landing where the aircraft must move in a controlled sideslip. Therefore, it is not unusual to find swept wing aircraft with negative dihedral and lateral control de- vices designed principally to meet cross wind takeoff and landing requirements. (5) The structural complexity and aero- elastic problems created by sweepback are of great importance. First, there is the effect shown in figure 3.17 that swept wing has a greater structural span than a straight wing of the same area and aspect ratio. This effect increases wing structural weight since greater bending and shear material must be distributed in the wing to produce the same design strength. An additional problem is created near the wing root and “carry- through” structure due to the large twisting loads and the tendency of the bending stress distribution to concentrate toward the trail- ing edge. Also shown in figure 3.17 is the influence of wing deflection on the spanwise lift distribution. Wing bending produces tip rotation which tends to unload the tip and move the center of pressure forward. Thus, the same effect which tends to allay divergence can make an undesirable contri- bution to longitudinal stability. EFFECT OF ASPECT RATIO AND TIP SHAPE. In addition to wing sweep, plan- form properties such as aspect ratio, and tip shape, can produce significant effects on the aerodynamic characteristics at high speeds. There is no particular effect of aspect ratio on critical Mach number at high or medium aspect ratios. The aspect ratio must be less than four or five to produce any apparent change in critical Mach number. This effect is shown for a typical 9 percent thick sym- metrical airfoil in the graph of figure 3.18. Note that very low aspect ratios are required to cause a significant increase in critical Mach number. Very low aspect ratios create the extremes of three dimensional flow and sub- sequent increase in free stream speed to create 134
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NAVWEPS 00-801-80 HIGH SPEED AERODYNAMICS APPROXIMATE VARIATION OF CRITICAL i.oo- MACH NUMBER WITH ASPECT RATIO FOR A 9% THICK AIRFOIL SECTION .95- CRITICAL .90- MACH .85- NUMBER MCR .80- .75 - .7od I 1 1 I 1 9 I 01 2 3 4 5 6 7 8 9 IO II I2 ASPECT RATIO, AR MACH CONES FORMED AT TIPS OF RECTANGULAR \- WING IN SUPERSONIC FLOW PRESSURE DISTRIBUTION AT THE TIP OF THE RECTANGULAR WING Y- MACH CONE VORTEX CREATED WITHIN THE MACH CONE AT THE TIP OF THE RECTANGULAR WING WING WITH TIPS “RAKED” OUTSIDE THE TIP CONES Figure 3.18. Generd Pknform Effects 235
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NAVWEPS 00-ROT-80 HIGH SPEED AERODYNAMICS local sonic flow. Actually, the extremely low aspect ratios required to produce high critical Mach number are not too practical. Generally, the advantage of low aspect ratio must be combined with sweepback and high speed airfoil sections. The thin rectangular wing in supersonic flow illustrates several important facts. AS shown in figure 3.18, Mach cones form at the tips of the rectangular wing and affect t~he pressure distribution on the area within the cone. The vortex develops within the tip cone due to the pressure differenti,al and the resulting average pressure on the area within thecone is approximately one-half the pressure between the cones. Three-dimensional flow on the wing is then confined to the area within the tip cones, while the area between the cones experiences pure two-dimensional flow. It is important to realize that the three- dimensional flow on the rectangular wing in supersonic flight differs greatly from that of subsonic flight. A wing of finite aspect ratio in subsonic flight experiences a three-dimen- sional flow which includes the tip vortices, downwash behind the wing, upwash ahead of the wing, and local induced velocities along the span. Recall that the local induced veloc- ities along the span of the wing would incline the section lift aft relative to the free stream and result in “induced drag.” Such a flow condition cannot be directly correlated with the wing in supersonic flow, ~ The flow pattern for the rectangular wing of figure 3.18 dem- onstrates that the three-dimensional flow is confined to the tip, and pure two-dimensional flow exists on the wing area between the tip cones. If the wing tips were to be “raked” outside the tip cones, the entire wing flow would correspond to the two-dimensional (or section) conditions. Therefore, for the wing in supersonic flow, no upwash exists ahead of the wing, three- dimensional effects are confined to the tip cones, and no local induced velocities occur along the span between the tip cones. The supersonic drag due to lift is a function of the section and angle of attack while the subsonic induced drag is a function of lift coefficient and aspect ratio. This comparison makes it obvious that supersonic flight does not demand the use of high aspect ratio planforms typical of low speed aircraft. In fact, low aspect ratios and high taper are favorable from the standpoint of structural considerations if very thin sections are used to minimize wave drag. If sweepback is applied to the supersonic wing, the pressure distribution will be affected by the location of the Mach cone with respect to the leading edge. Figure 3.19 illustrates the pressure distribution for the delta wing plan- form in supersonic flight with the leading edge behind or ahead of the Mach cone. When the leading edge is behind the Mach cone the com- ponents of velocity perpendicular to the leading edge are still subsonic even though the free stream flow is supersonic and the resulting pressure distribution will greatly resemble the subsonic pressure distribution for such a plan- form. Tailoring the leading edge shape and camber can minimize the components of the high leading edge suction pressure which are inclined in the drag direction and the drag due to lift can be reduced. If the leading edge is ahead of the h4ach cone, the flow over this area will correspond to the two-dimensional supersonic flow and produce constant pressure for that portion of the surface between the leading edge and the Mach cone. CONTROL SURFACES. The design of con- trol surfaces for transonic and supersonic flight involves many important considerations. This fact is illustrated by the typical transonic and supersonic flow patterns of figure 3.19. Trail- ing edge control surfaces can be affected ad- versely by the shock waves formed in flight above critical Mach number. If the airflow is separated by the shock wave the resulting buffet of the control surface can be very objec- tionable. In addition to the buffet of the sur- face, the change in the pressure distribution due to separation and the shock wave location can 236
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NAVWEPS 00-801-60 HIGH SPEED AERODYNAMICS DELTA WING PLANFORM -PRESSURE DISTRIBUTION MACH CONE MACH CONE AHEAD OF LEADING EDGE CONTFOL SURFACE FLOW PATTERNS SONIC FLOW ON G EDGE CONTROLS M=.85 SUPERSONIC FLOW CONDITIONS TRAILING ED CONTROLSURFACE Figure 3.19. Planform Effects and Control Surfaces
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NAVWEPS 00-ROT-80 HIGH SPEED AERODYNAMICS create very large changes in control surface hinge moments. Such large changes in hinge moments create very undesirable control forces and present the need for an “irreversible” con- trol system. An irreversible control. system would employ powerful hydraulic or electric actuators to move the surfaces upon control by the pilot and the airloads developed on the surface could not feed back to the pilot. Of course, suitable control forces would be syn- thesized by bungees, “4” springs, bobweights, etc. Transonic and supersonic flight can cause a noticeable reduction in the effectiveness of trailing edge control surfaces. The deflection of a trailing edge control surface at low sub- sonic speeds alters the pressure distribution on the fixed portion as well as the movable portion of the surface. This is true to the extent that a l-degree deflection of a 40 percent chord eleva- tor produces a lift change very nearly the equivalent of a l-degree change in stabilizer setting. However, if supersonic flow exists on the surface, a deflection of the trailing edge control surface cannot influence the pressure distribution in the supersonic area ahead of the movable control surface. This is especially true in high supersonic flight where supersonic flow exists over the entire chord and the change in pressure distribution is limited to the area of the control surface. The reduction in effective- ness of the trailing edge control surface at tran- sonic and supersonic speeds necessitates the use of an all movable surface. Application of the all movable control surface to the horizontal tail is most usual since the increase in longi- tudinal stability in supersonic flight requires a high degree of control effectiveness to achieve required controllability for supersonic maneu- vering. SUPERSONIC ENGINE INLETS. Air which enters the compressor section of a jet engine or the combustion chamber of a ramlet usually must be slowed to subsonic velocity. This process must be accomplished with the least possible waste of energy. At flight speeds just above the speed of sound only slight modi- fications to ordinary subsonic inlet design pro- duce satisfactory performance. However, at supersonic flight speeds, the inlet design must slow the air with the weakest possible series-or combination of shock waves to minimize en- ergy losses and temperature rise. Figure 3.20 illustrates some of the various forms of super- sonic inlets or “diffusers.” One of the least complicated types of inlet is the simple normal shock type diffuser. This type of inlet employs a single normal shock wave at the inlet with a subsequent internal subsonic compression. At low supersonic Mach J numbers the strength of the normal shock wave is not too great and this type of inlet is quite practical. At higher supersonic Mach num- bers, the single normal shock wave is very strong and causes a great reduction in the total pressure recovered by the inlet. In addition, it is necessary to consider that the wasted 1 energy of the airstream will appear as an addi- tional undesirable rise in temperature of the captured inlet airflow. If the supersonic’airstream can be captured, the shock wave formations tiill be swallowed and a gradual contraction will reduce the speed to just above sonic. Subsequent diverging flow 1 section can then produce the normal shock wave which slows the airstream to subsonic. Further expansion continues to slow the air to lower subsonic speeds. This is the convergent- divergent type inlet shown in figure 3.20. If the initial contraction is too extreme for the inlet Mach number, the shock wave formation will not be swallowed and will move out in front of the inlet. The external location of the normal shock wave will produce subsonic flow immediately at the inlet. Since the airstream is suddenly slowed to subsonic through the strong normal shock a greater loss of airstream energy wiIl occur. Another form of diffuser employs an external oblique shock wave which slows the super- sonic airstream before the normal shock occurs. Ideally, the supersonic airstream could be Revised January 1965 238
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS NORMALSHOCKINLET CONVERGENT-DIVERGENT INLET SINGLEOBLIOUE SHOCK IPLE OBLIOUE SHOCK NORMAL SHOCK WAVE NEAR DESIGN RANGE BELOW DESIGN RANGE EFFECT OF DIFFUSER DESIGN AND MACH NUMBER ON DIFFUSER PERFORMANCE 1.00 .90 - .BO - .70 - .60 - .50 - - .40 - .30 - .20 - .I0 7 0 I I 1.5 2.5 3.5 1.0 2.0 3.0 4.0 MACH NUhl6ER Figure 3.20. Various Types of Supersonic Mets 239
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NAVWEPS 00-8OT-80 HIGH SPEED AERODYNAMICS slowed gradually through a series of very weak oblique shock waves to a speed just above sonic velocity. Then the subsequent normal shock to subsonic could be quite weak. Such a combination of the weakest possible waves would result in the least waste of energy and the highest pressure recovery. The ef- ficiency of various types of diffusers is shown in figure 3.20 and illustrates this principle. An obvious complication of the supersonic inlet is that the optimum shape is variable with inlet flow direction and Mach number. In other words, to derive highest efficiency and stability of operation, the geometry of the inlet would be different at each Mach number and angle of attack of flight. A typical super- sonic military aircraft may experience large variations in angle of attack, sideslip angle, and flight Mach number during normal oper- ation. These large variations in inlet flow conditions create certain important design considerations. (1) The inlet should provide the highest practical efficiency. The ratio of recovered total pressure to airstream total pressure is an appropriate measure of this efficiency. (2) The inlet should match the demands of the powerplant for airflow. The airflow captured by the inlet should match that necessary for engine operation. (3) Operation of the inlet at flight condi- tions other than the design condition should not cause a noticeable loss of efficiency or excess drag. The operation of the inlet should be stable and not allow “buzz” conditions (an oscillation of shock location possible during off-design operation). In order to develop a good, stable inlet design, the performance at the design condition may be compromised. A large variation of inlet flow conditions may require special geometric features for the inlet surfaces or a completely variable geometry inlet design, SUPERSONIC CONFIGURATIONS. When all the various components of the supersonic airplane are developed, the most likely general configuration properties will beas follows: (1) The wing will be of low aspect ratio, have noticeable taper, and have sweepback depending on the design speed range. The wing sections will be of low thickness ratio and require sharp leading edges. (2) The fmelagc and naceller will be of high fineness ratio (long and slender). The supersonic pressure distribution may create significant lift and drag and require con- sideration of the stability contribution of these surfaces. (3) The t&Z surfaces will be similar to the wing-low aspect ratio, tapered, swept and of thin section with sharp leading edge. The controls will be fully powered and ir- reversible with all movable surfaces the most likely configuration. (4) In order to reduce interference drag in transonic and supersonic flight, the gross cross section of the aircraft may be “area ruled” to approach that of some optimum high speed shape. One of the most important qualities of high speed configurations will be the low speed flight characteristics. The low aspect ratio swept wing planform has the characteristic of high induced drag at low flight speeds. Steep turns, excessively low airspeeds, and steep, power-off approaches can then produce extremely high rates of descent during landing. Sweepback and low aspect ratio can cause severe deterioration ‘of handling qualities at speeds below those recommended for takeoff and landing. On the other hand, thin, swept wings at high wing loading will have rela- tively high landing speeds. Any excess of this basically high airspeed can create an im- possible requirement of brakes, tires, and arrest ing gear. These characteristics require that the pilot account for the variation of optimum speeds with weight changes and adhere to the procedures and techniques outlined in the flight handbook.
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NAVWEPS Do-Sd-eD “,G” SPEED AERODYNAMICS EFFECT OF SPEED AND ALTITUDE ON AERODYNAMIC HEATING STAGNATION TEMPERATURE AT SEA LEVEL RAM TEMPERATURE ;;I Z STAGNATION w TEMPERATURE I- IN THE STRATOSPHERE 500- 0, --I 0 500 1000 1500 2000 2500 3000 TRUE AIRSPEED, KNOTS APPROXIMATE EFFECT OF TEMPERATURE ON TENSILE ULTIMATE STRENGTH, l/2 HR, EXPOSURE IOO- go- 00- 70- 60- 50- 40- 30- ,-ALUMINUM 20- ALLOY IO- L Or I 0 100 200 300 400 500 600 700 SO0 900 ~000 TEMPERATURE, “F Figure 3.21. Aerodynamic Heating 241
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NAVWEPS 00-BOT-80 H,lGH SPEED AERODYNAMICS AERODYNAMIC HEATING When air flows over any aerodynamic surface certain reductions in velocity occur with cor- responding increases in temperature. The greatest reduction in velocity and increase in temperature will occur at the various stagna- tion points on the aircraft. Of course, similar changes occur at other points on the aircraft but these temperatures can be related to the ram temperature rise at the stagnation point. While subsonic flight does not produce temper- atures of any real concern, supersonic flight can produce temperatures high enough to be of major importance to the airframe and power- plant structure. The graph of figure 3.21 il- 1 lustrates the variation of ram temperature rise with airspeed in the standard atmosphere. The ram temperature rise is independent of altitude and is a function of true .airspeed. Actual temperatures would be the sum of the temperature rife and the ambient air temper- ature. ~Thus, low altitude flight at high Mach numbers will produce the highest temperatures. In addition to the effect on the crew member environment, aerodynamic heating creates special problems for the airplane structure and the powerplant. The effect of tempera- ture on the short time strength of three typical structural materials is shown in figure 3.21. Higher temperatures produce definite reduc- tions in the strength of aluminum alloy and require the use of titanium alloys, stainless steels, etc., at very high temperatures. Con- tinued exposure at elevated temperatures effects further reductions of strength and magnifies the problems of “creep” failure and structural stiffness. The turbojet engine is adversely affected by high compressor inlet air temperatures. Since the thrust output of the turbojet is some func- tion of the fuel flow, high compressor inlet air temperatures reduce the fuel flow that can be used within turbine operating temperature limits. The reduction in performance of the turbojet engines with high compressor inlet air temperatures requires that the inlet design produce the highest practical efficiency and minimize the temperature rise of the air delivered to the compressor face. High flight speeds and compressible flow dictate airplane configurations which are much different from the ordinary subsonic airplane. To achieve safe and efficient operation, the pilot of the modern, high speed aircraft must under- stand and appreciate the advantages and dis- advantages of the configuration. A knowledge of high speed aerodynamics will contribute greatly to this understanding. Revised January 1965 242
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NAVWEPS 00-80T-80 STABILITY AND CONTROL Chapter 4 STABILITY AND CONTROL An aircraft must have satisfactory handling qualities in addition to adequate performance. ‘lYhe aircraft must have adequate stability to maintain a uniform flight condition and recover from the various disturbing influences. It is necessary to provide sufficient stability to minimize the workload of the pilot. Also, the aircraft must have proper response to the controls so that it may achieve the inherent performance. There are certain conditions of flight which provide the most critical require- ments of stability and control and these condi- tions must be understood and respected to accomplish safe and efficient operation of the aircraft. DEFINITIONS STATIC STABILITY An aircraft is in a state of equilibrium when the sum of all forces and all moments is equal 243
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NAVWEPS 00-8OT-80 STABILITY AND CONTROL POSITIVE STATIC STABILITY TENDENCY TO RETURN TO EOUILIBRIUM L EOUILIBRIUM TENDENCY TO CONTINUE IN/DISPLACEMENT DIRECTION \ NEGATIVE STATIC STABILITY EOulLlBRlUM ENCOUNTERED AT ANY POINT OF DISPLACEMENT 1 (-1 Figure 4.1. Static Stability
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to zero. When an aircraft is in equilibrium, there are no accelerations and the aircraft continues in a steady condition of flight. If the equilibrium is disturbed by a gust or deflec- tion of the controls, the aircraft will experi- ence acceleration due to unbalance of moment or force. The static stability of a system is defined by the initial tendency to return to equilibrium conditions following some disturbance from equilibrium. If an object is disturbed from equilibrium and has the tendency to return to equilibrium, positive .rtatic Jtability exists. If the object has a tendency to continue in the direction of disturbance, negative static stability or static instability exists. An intermediate condition could occur where an object dis- placed from equilibrium remains in equilibrium in the displaced position. If the object subject to a disturbance has neither the tendency to return nor the tendency to continue in the dis- placement direction, ncutrnl Jtatic stability ex- ists. These three categories of static stability are illustrated in figure 4.1. The ball in a trough illustrates the condition of positive static stability. If the ball is displaced from equilibrium at the bottom of the trough, the initial tendency of the ball is to return to the equilibrium condition. The ball may roll back and forth through the point of equilib- rium but displacement to either side creates the initial tendency to return. The ball on a hill illustrates the condition of static insta- bility. Displacement from equilibrium at the hilltop brings about the tendency for greater displacement. The ball on a flat, level surface illustrates the condition of neutral static sta- bility. The ball encounters a new equilibrium at any point of displacement and has neither stable nor unstable tendencies. The term “static” is applied to this form of stability since the resulting motion is not considered. Only the tendency to return to 1. eqmlibrtum conditions is considered in static stability. The static longitudinal stability of an aircraft is appreciated by displacing the NAVWEPS 00-802-80 STABILITY ,AND CONTROL aircraft from some trimmed angle of attack. If the aerodynamic pitching moments created by this displacement tend to return the air- craft to the equilibrium angle of attack the aircraft has positive static longitudinal stability. DYNAMIC STABILITY While static stability is concerned with the tendency of a displaced body to return to equilibrium, dynamic stability is defined by the resulting motion with time. If an object is disturbed from equilibrium, the time history of the resulting motion indicates the dynamic stability of the system. In general, the system will demonstrate positive dynamic stability if the amplitude of motion decreases with time. The various condirions of possible dynamic behavior are illustrated by the time history diagrams of figure 4.2. The nonoscillatory modes shown in figure 4.2 depict the time histories possible without cyclic motion. If the system is given an initial disturbance and the motion simply subsides without oscillation, the mode is termed “sub- sidence” or “deadbeat return.” Such a motion indicates positive static stability by the tend- ency to return to equilibrium and positive dy- namic stability since the amplitude decreases with time. Chart B illustrates the mode of “divergence” by a noncyclic increase of ampli- tude with time. The initial tendency to con- tinue in the displacement direction is evidence of static instability and the increasing ampli- tude is proof of dynamic instability. Chart C illustrates the mode of pure neutral stability. If the original disturbance creates a displace- ment which remains constant thereafter, the lack of tendency for motion and the constant amplitude indicate neutral static and neutral dynamic stability. The oscillatory modes of figure 4.2 depict the time histories possible with cyclic motion. One feature common to each of these modes is that positive static stability is demonstrated in the cyclic motion by tendency to return to 245
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NAVWEPS 00-EOT-80 STABILITY AND CONTROL NON-OSCILLATORY MODES (OR DEAD BEAT RETURN) 5 (POSITIVE STATIC) (NEGATIVE STATIC) 0 (POSITIVE DYNAMIC) (NEGATIVE DYNAMIC) (NEUTRAL STATIC) (NEUTRAL DYNAMlc) OSCILLATORY h 5 g E 1: 0. (POSITIVE STATIC) ; (POSITIVE DYNAMIC) 0 E UNDAMPED OSCILLATION (POSITIVE STATIC) (NEUTRAL DYNAMIC) (P0slTl~E (NEGATIVE STATIC) DYNAMIC) Figure 4.2. Dynamic Sfabihty 246
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quilibrium conditions. However, the dy- namic behavior may be stable, neutral, or un- stable. Chart D illustrates the mode of a damped oscillation where the amplitude de- creases with time. The reduction of amplitude with time indicates there is resistance to mo- tion and that energy is being dissipated. The dissipation of energy-or “damping’‘-is nec- essary to provide positive dynamic stability. If there is no damping in the system, the mode of chart E is the result, an undamped oscilla- tion. Without damping, the oscillation con- tinues with no reduction of amplitude with time. While such an oscillation indicates posi- tive static stability, neutral dynamic stability exists. Positive damping is necessary to elimi- nate the continued oscillation. As an example, an automobile with worn shock absorbers (or “dampers”) lacks sufficient dynamic stability and the continued oscillatory motion is neither pleasant nor conducive to safe operation. In the same sense, the aircraft must have sufficient damping to, rapidly dissipate any oscillatory motion which would affect the operation of the aircraft. When natural aerodynamic damp- ing cannot be obtained, a synthetic damping must be furnished to provide the necessary positive dynamic stability. Chart F of figure 4.2 illustrates the mode of a divergent oscillation. This motion is stat- ically stable since it tends to return to the equilibrium position. However, each subse- quent return to equilibrium is with increasing. velocity such that amplitude continues to increase with time. Thus, dynamic insta- bility exists. The divergent oscillation occurs when energy is supplied to the motion rather than dissipated by positive damping. The most outstanding illustration of the divergent oscillation occurs with the short period pitch- ing oscillation of an aircraft. If a pilot un- knowingly supplies control functions which are near the natural frequency of the airplane in pitch, energy is added to the system, nega- tive damping exists, and the “pilot induced oscillation” results. NAVWEPS OO-ROT-80 STABILITY AND CONTROL In any system, the existence of static sta- bility does not necessarily guarantee the existence of dynamic stability. However, the existence of dynamic stability implies the existence of static stability. Any aircraft must demonstrate the required degrees of static and dynamic stability. If the aircraft were allowed to have static in- stability with a rapid rate of divergence, the aircraft would be very difficult-if not impos- sible-to fly. The degree of difficulty would compare closely with learning to ride a uni- cycle. In addition, positive dynamic stability is mandatory in certain areas to preclude objectionable continued oscillations of the aircraft. TRIM AND CONTROLLABILITY An aircraft is said to be trimmed if all moments in pitch, roll, and yaw are equal to zero. The establishment of equilibrium at various conditions of flight is the function of the controls and may be accomplished by pilot effort, trim tabs, or bias of a surface actuator. The term “controllability” refers to the ability of the aircraft to respond to control surface displacement and achieve the desired condition of flight. Adequate controllability must be available to perform takeoff and landing and accomplish the various maneuvers in flight. An important contradiction exists between stability and controllability since adequate controllability does not necessarily exist with adequate stability. In fact, a high degree of stability tends to reduce the controlla- bility of the aircraft. The general relation- ship between static stability and controlla- bility is illustrated by figure 4.3. Figure 4.3 illustrates various degrees of static stability by a ball placed on various surfaces. Positive static stability is shown by the ball in a trough; if the ball is displaced from equilibrium at the bottom of the trough, there is an initial tendency to return to equilib- rium. If it is desired to “control” the ball 247
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NAVWEPS 00-ROT-80 STABILITY AND CONTROL POSITIVE STATIC STABILITY CREASED POSIT,VE TIC STABILITY NEUTRAL STATIC STABILITY NEGATIVE STATIC STABILITY Figure 4.3. Stability and Control/ability 248
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and maintain it in the displaced position, a force must be supplied in rhe direction of displacement co balance the inherent tendency to return to equilibrium. This same stable tendency in an aircraft resists displacement from trim by pilot effort on the controls or atmospheric disturbances. The effect of increased stability on con- trollabilicy is illustrated by rhe ball in a steeper trough. A greater force is required to “control” the ball to the same lateral dis- placement when the stability is increased. In this manner, a large degree of stability tends to make the aircraft less controllable. It is necessary to achieve the proper balance be- tween stability and tontrollability during rhe design of an aircraft because the ~ppcr limits of stability arc set by the lower 1imitJ of controlla- bility. The effect of reduced stability on .controlla- bility is illustrated by the ball on a flat surface. When neutral static stability exists, the ball may be displaced from equilibrium and there is no stable tendency to return. A new point of equilibrium is obtained and no force is required to maintain the displacement. As the static stability approaches zero, controlla- bility increases to infinity and the only resist- ance to displacement is a resistance to the motion of displacement-damping. For this reason, the lower Limits of stability may be Set by the upper limits of controllability. If the stability of the aircraft is too low, control deflections may create exaggerated displace- ments of the aircraft. The effect of static instability. on controlla- bility is illustrated by the ball on a hill. If the ball is displaced from equilibrium at the top of the hill, the initial tendency is for the ball td continue in the displaced direction. In order to “control”~the ball to some lateral displacement, a force must be applied oppo& to the direction of displacement. This effect would be appreciated during flight of an un- stable aircraft by an unstable “feel” of the air- craft. If the controls were deflected co in- NAVWEPS DD-8OT-80 STABILITY AND CONTROL &ease the angle of attack, the aircraft would be trimmed at the higher angle of attack by a push force to keep the aircraft from con- tinuing in the displacement direction. Such control force reversal would evidence the aii- plane instability; the pilot would be supply- ing the stability by his attempt to maintain the equilibrium. An unstable aircraft can be flown if the instability is slight with a low rate of divergence. Quick reactions coupled with effective controls can allow the pilot to cope with some degree of static instability. Since such flight would require constant at- tention by the pilot, slight instability can be tolerated only in airships, helicopters, and certain minor motions of the airplane. How- ever, the airplane in high speed flight will react rapidly to any disturbances and any in- stability would create unsafe conditions. Thus, it is necessary to provide some positive static stability to the major aircraft degrees of freedom. AIRPLANE REFERENCE AXES In order to visualize the forces and moments on the aircraft; it is necessary to establish a set of mutually perpendicular reference axes originating at the center of gravity. Figure 4.4 illustrates a conventional right hand axis system. The longitudinal or X axis is located in a plane of symmetry and is given a positive direction pointing into the wind. A moment about this axis is a rolling moment, L, and the positive direction for a positive rolling moment utilizes the right hand rule. The vertical or 2 axis also is in a plane of symmetry and is estab- lished positive downward. A moment about the vertical axis is a yawing moment, N, and a positive yawing moment would yaw the air- craft co the right (right hand rule). The lateral or Y axis is perpendicular to the plane of symmetry and is given a positive direction out the right side of the aircraft. A moment about the lateral axis is a pitching moment, M, and a positive pitching moment is in the nose- up dlrection. 249
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NAVWEPS 00-8OT-80 STABELITY AND CONTROL CENTER OF ..-.. ,.-.. _ 1 VERTICAL AXIS 2 Figure 4.4. Airplane Rekre&e Axes LONGITUDINAL STABILITY AND CONTROL STATIC LONGITUDINAL STABILITY GENERAL CONSIDERATIONS. An air- craft will exhibit positive static Iongitudinal stability if it tends to return to the trim angle of attack when displaced by a gust or control movement. The aircraft which is unstable will continue to pitch in the disturbed direction until the displacement is resisted by opposing control forces. If the aircraft is neutrally stable, it tends to remain at any displacement to which it is disturbed. It is most necessary to provide an airplane with positive staric longitudinal stability. The stable airplane is safe and easy to fly since the airplane seeks and tends to maintain a trimmed condition of flight. It also follows that control deflec- tions and control “feel” are logical in direction and magnitude. Neutral static longitudinal stability usually defines the lower limit of airplane stability since it ‘is the boundary between stability and instability. The air- plane with neutral static stability’ may be excessively responsive to controls and the aircraft has no tendency to return to trim fol- lowing a disturbance. The airplane with negative sradc longitudinal stability is in- herently divergent from any intended trim condition. If it is at all possible to fly the aircraft, the aircraft. cannot be trimmed and illogical control forces and deflections are rc- quired to provide equilibrium with a change of attitude and airspeed. Since static longitudinal stability depends upon the relationship of angle of attack and pitching moments, it is necessary to study the pitching moment contribution of each com- ponent of the aircraft. In a manner similar to all other aerodynamic forces, the pitching 250
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moment about the lateral axis is studied in the coefficient form. or M = C,qS(MAC) M &= qS(MAC) where M=pitching moment about the c.g., ft.- lbs., positive if in a nose-up direction q= dynamic pressure, psf S= wing area, sq. ft. MAC=mean aerodynamic chord, ft. C,= pitching moment coefficient The pitching moment coefficients contributed by all the various components of the aircraft are summed up and plotted versus lift coeffi- cient. Study of this plot of C, versus C, will relate the static longitudinal stability of the airplane. Graph A of figure 4.5 illustrates the variation of pitching moment coefficient, C,, with lift coefficient, C,, for an airplane with positive static longitudinal stability. Evidence of static stability is shown by the tendency to re- ,t,urn to equilibrium-or “trim”- upon dis- .,placement. The airplane described by graph A is in trim or equilibrium when C,=O and, if the ‘airplane is disturbed to some different C,, the pitching moment change tends to return the aircraft to the.point of trim. If the airplane ‘were disturbed to some higher C, (point Y), a negative or nose-down pitching moment is de- veloped which tends to decrease angle of attack back to the trim point. If the airplane were disturbed to some lower C,, (point X), a posi- tive, or nose-up pitching moment is developed which tends to increase the angle of attack back to the trim point. Thus, positive static longitudinal stability is indicated by a negative slope of C, versus C,, i.e., positive stability is evidenced by a decrease in CM with an increase in C,. The degree of static longitudinal stability is indicated by the slope of the curve of pitching moment coefficient with lift coefficient. Graph NAVWE,PS OO-ROT-80 STABILITY AND CONTROL B of figure 4.5 provides comparison of the stable and unstable conditions. Positive sta- bility is indicated by the curve with negative slope. Neutral static stability would be the result if the curve had zero slope. If neutral stability exists, the airplane could be dis- turbed to some higher or lower lift coefficient without change in pitching moment coefficient. Such a condition would indicate that the air- plane would have no tendency to return to some original equilibrium and would not hold trim. An airplane which demonstrates a posi- tive slope of the C, versus C, curve would be unstable. If the unstable airplane were subject to any disturbance from equilibrium at the trim point, the changes in pitching moment would only magnify the disturbance. When the unstable airplane is disturbed to some higher CL, a positive change in C, occurs which would illustrate a tendency for continued, greater displacement. When the unstable air- plane is disturbed to some lower C,,, a negative change in C, takes place which tends to create continued displacement. Ordinarily, the static longitudinal stability of a conventional airplane configuration does not vary with lift coefficient. In other words, the slope of C, versus CL does not change with CL. However, if the airplane has sweepback, large contribution of power effects to stability, or significant changes in downwash at the horizontal tail, noticeable changes in static stability can occur at high lift coefficients. This condition is illustrated by graph C of figure 4.5. The curve of C, versus CL of this illustration shows a good stable slope at low values of CL. Increasing CL effects a slight decrease in the negative slope hence a decrease in stability occurs. With continued increase in C,, the slope becomes zero and neutral stability exists. Eventually, the slope be- comes positive and the airplane becomes un- stable or “pitch-up” results. Thus, at any lift coefficient, the static stability of the air- pl.ane is depicted by the slope of the curve of CM versus CL. 251
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NAVWEPS 00-8OT-80 STABILITY AND CONTROL TRIM CM=0 LIFT COEFFICIENT CL -I 0 0 + CM ---- b CL - - LESS STABLE -NEUTRAL Figure 4.5. Airphmc Static Longitudinal Stability 252
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CONTRIBUTION OF THE COMPONENT SURFACES. The net pitching moment about the lateral axis is due to the contribution of each of the component surfaces acting in their appropriate flow fields. By study of the con- tribution of each component the effect of each component on the static stability may be ap- preciated. It is necessary to recall that the pitching moment coefficient is defined as: M ‘“=qS(MAC) Thus, any pitching moment coefficient-re- gardless of source-has the common denomi- nator of dynamic pressure, q, wing area, S, and wing mean aerodynamic chord, MAC. This common denominator is applied to the pitch- ing moments contributed by the fuselage and nacelles, horizontal tail, and power effects as well as pitching moments contributed by the wing. WING. The contribution of the wing to stability depends primarily on the location of the aerodynamic center with respect to the airplane center of gravity. Generally, the aerodynamic center-or a.c.-is defined as the point on the wing mean aerodynamic chord where the wing pitching moment coefficient does not vary with lift coefficient. All changes in lift coefficient effectively take place at the wing aerodynamic center. Thus, if the wing experiences some change in lift coefficient, the pitching moment created will be a direct function of the relative location of the a.c. and c.g. Since stability is evidenced by the develop- ment of restoring moments, the c.g. must be forward of the a.c. for the wing to contribute to positive static longitudinal stability. As shown in figure 4.6, a change in lift aft of the c,g. produces a stable restoring moment de- pendent npon the lever arm between the a.c. and c.g. In this case, the wing contribution would be stable and the curve of CM versus CL for the wing alone would have a negative slope. If the c.g. were located at the a.c., C, would NAVWEPS OO-BOT-BO STABILITY AND CONTROL not vary with C, since all changes in lift would take place at the c.g. In this case, the wing contribution to stability would be neutral. When the c.g. is located behind the a.c. the wing contribution i,s unstable and the curve of C, versus CL for the wing alone would have a positive slope. Since the wing is the predominating aero- dynamic surface of an airplane, any change in the wing contribution may produce a sig- nificant change in the airplane stability. This fact would be most apparent in the case of the flying wing or tailless airplane where the wing contribution determines the airplane stability. In order for the wing to achieve stability, the c.g. must be ahead of the a.c. Also, the wing must have a positive pitching moment about the aerodynamic center to achieve trim at positive lift coefficients. The first chart of figure 4.7 illustrates that the wing which is stable will trim at a negative lift coefficient if the C,,, is negative. If the stable wing has a positive C,,, it will then trim at a useful posi- tive CL. The only means available to achieve trim at a positive CL with a wing which has a negative C,,, is an unstable c.g. position aft of the ax. As a result, the tailless aircraft cannot utilize high lift devices which incur any significant changes in C,,,. WhiIe the trim lift coefficient may be altered by a change in c.g. position, the resulting change in stability is undesirable and is unsat- isfactory as a primary means of control. The variation of trim CL by deflection of control surfaces is usually more effective and is less inviting of disaster. The early attempts at manned flight led to this conclusion. When the aircraft is operating in subsonic flight, the a.c. of the wing remains fixed at the 25 percent chord station. When the aircraft is flown in supersonic flight, the ax. of the wing will approach the 50 percent chord sta- tion. Such a large variation in the location of the a.c. can produce large changes in the wing contribution and greatly alter the air- plane longitudinal stability. The second chart 252
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NAVWEPS 00-801-80 STABILITY AND CONTROL t CHANGE IN LIFT ~AERODYNAMIC CENTER CENTER OF GRAVITY - CL Figure 4.6. Wing Contribution 254
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NAVWEPS 00-BOT-80 STABILITY AND CONTROL 4 STABLE, POSITIVE CyAC CM .ICl-2A-rI\,C C~ I IDIIETAIPI e I ai* STABLE, NEGATIVE f&AC ) =3=Ez.,. CM + CL \ SUBSONIC - \ SUPERSONIC Figure 4.7. Effect of CM~~ C. G. Position and Mach Nimber 255
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NAVWEPS DD-807-80 STABILITY AND CONTROL of figure 4.7 illustrates the change of wing contribution possible between subsonic and supersonic flight. The large increase in static stability in supersonic flight can incur high trim drag or require great control effectiveness to prevent reduction in maneuverability. FUSELAGE AND NACELLES. In most cases, the contribution of the fuselage and nacelles is destabilizing. A symmetrical body of revolution in the flow field of a perfect fluid develops an unstable pitching moment when given an angle of attack. In fact, an increase in angle of attack produces an increase in the unstable pitching moment without the devel- opment of lift. Figure 4.8 illustrates the pres- sure distribution which creates this unstable moment on the body of revolution. In the actual case of real subsonic flow essentially the same effect is produced. An increase in angle of attack causes an increase in the unstable pitching moment but a negligible increase in lift. An additional factor for consideration is the influence of the induced flow field of the wing. As illustrated in figure 4.8, the upwash ahead of the wing increases the destabilizing influence from the portions of the fuselage and nacelles ahead of the wing. The downwash behind the wing reduces the destabilizing influence from the portions of the fuselage and nacelles aft of the wing. Hence, the location of the fuselage and nacelles relative to the wing is important in determining the contribution to stability. The body of revolution in supersonic flow can develop lift of a magnitude which cannot be neglected. When the body of revolution in supersonic flow is given an angle of attack, a pressure distribution typical of figure 4.8 is the result. Since the center of pressure is well forward, the body contributes a destabilizing influence. AS is usual with supersonic con- figurations, the fuselage and nacelles may be quite large in comparison with the wing area and the contribution to stability may be large. Interaction between the wing and fuselage and nacelles deserves consideration in several in- stances. Body upwash and variation of local Mach number can influence the wing lift while lift carryover and downwash can effect the fu- selage and nacelles forces and moments. HORIZONTAL TAIL. The horizontal tail usually provides the greatest stabilizing influ- ence of all the components of the airplane. To appreciate the contribution of the horizontal tail to stability, inspect figure 4.9. If the air- plane is given a change in angle of attack, a change in tail lift will occur at the aerody- namic center of the tail. An increase in lift at the horizontal tail produces a negative moment about the airplane c.g. and tends to return the airplane to the trim condition. While the contribution of the horizontal tail to stability is large, the -magnitude of the contribution is dependent upon the change in tail lift and the lever arm of the surface. It is obvious that the horizontal tail will produce a stabilizing effect only when the surface is aft of the c.g. For this reason it would be inap- propriate to refer to the forward surface of a canard (tail&St) configuration as a horizontal “stabilizer.” In a logical sense, the horizontal “stabilizer” must be aft of the c.g. and- generally speaking-the farther aft, the greater the contribution to stability. Many factors influence the change in tail lift which occurs with a change in airplane angle of attack. The area of the horizontal tail has the obvious effect that a large surface would generate a large change in lift. In a similar manner, the change in tail lift would depend on the slope of the lift curve for the horizontal tail. Thus, aspect ratio, taper, sweepback, and Mach number would deter- mine the sensitivity of the surface to changes in angle of attack. It should be appreciated that the flow at the horizontal tail is not of the same flow direction or dynamic pressure as the free stream. Due to the wing wake, fuse- lage boundary layer, and power effects, the q at the horizontal tail may be greatfy different from the 4 of the free stream. In most in- 256
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NAVWEPS oo-BDT-BD STABILITY AND CONTROL BODY OF REVOLUTION IN PERFECT FLUID INDUCED FLOW FIELD FROM WING BODY OF REVOLUTION INSUPERSONIC FLOW Figure 4.8. Body or Nacelle Contribution 257
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NAVWEPS 00-BOT-BO STABILITY AND CONTROL _--- -. CHANGE IN LIFT ON HORIZONTAL TAlL OF HORIZONTAL TAIL DOWNWASH AT FUSELAGE CROSS FLOW SEPARATION VORTICES Figure 4.9. Contribution of Tail and Downwash Effects 258
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stances, the 4 at the tail is usually less and this reduces the efficiency of the tail. When the airplane is given a change in angle of attack, the horizontal tail does not expe- rience the same change in angle of attack as the wing. Because of the increase in down- wash behind, the wing, the horizontal tail will experience a smaller change in angle of attack, e.g., if a 10" change in wing angle of attack causes a 4O increase in downwash at the hori- zontal tail, the horizontal tail experiences only a 6’ change in angle of attack. In this manner, the downwash at the horizontal tail reduces the contribution to stability. Any factor which alters the rate of change of down- wash at the horizontal tail will directly affect the tail contribution and airplane stability. Power effects can alter the downwash at the horizontal tail and affect the tail contribution. Also, the ~downwash at the tail is affected by the lift distribution on the wing and the flow condition ,on the fuselage. The low aspect ratio airplane requires large angles of attack to achieve high ,lift coefficients and this posi- tions the fuselage at high angles of attack. The change in the wing downwash can be accompanied by crossflow separation vortices on the fuselage. It is possible that the net effect obviates or destabilizes the contribu- tion of the horizontal tail and produces air- plane instability. POWER-OFF STABILITY. When the in- trinsic stability of a configuration is of interest, power effects are neglected and the stability is considered by a buildup of the contributing~ components. Figure 4.10 illustrates a typical buildup of the components of a conventional airplane configuration. If the c.g. is arbi- trarily set at 30 percent MAC, the contribu- tion of the wing alone is destabilizing as indi- cated by the positive slope of CM versus C,. The combination of the wing and fuselage increases the instability. The contribution of the tail alone is highly stabilizing from the large negative slope of the curve. The contribution of the tail must be sufficiently NAVWEPS OO-BOT-80 STABILITY AND CONTROL stabilizing so that the complete configuration will exhibit positive static stability at the anticipated c.g. locations. In addition, the tail and wing incidence must be set to provide a trim lift coefficient near the design condition. When the configuration of the airplane is fixed, a variation of c.g. position can cause large changes in the static stability. In the conventional airplane configuration, the large changes in stability with c.g. variation are primarily due to the large changes in the wing contribution. If the incidence of all surfaces remains fixed, the effect of c.g. position on static longitudinal stability is typified by the second chart of figure 4.10. As the cg. is gradually moved aft, the airplane static sta- bility’ decreases, then becomes neutral then unstable., The c.g. position which produces zero ,slope and neutral static stability is re- ferred to asp the ~“neutral point.” The neutral point may be imagined as the effective aerody- namic center of the entire airplane configura- ration, i.e., with the c.g. at this position, all changes in net lift effectively occur at this point and no change in pitching moment results. The neutral point defines the most aft c.g. position without static instability. POWER EFFECTS. The effects of power may cause significant changes in trim lift coefficient and static. longitudinal stability. Since the contribution to stability is evaluated by the change in moment coefficients, power effects will be most significant when the airplane operates at high power and low airspeeds such as the power approach or waveoff condition. The effects of power are considered in two main categories. First, there are the direct effects resulting from the forces created by the propulsion unit. Next, there are the indirect effects of the slipstream and other associated flow which alter the forces and moments of the aerodynamic surfaces. The direct effects of power are illustrated in figure 4.11. The ver- tical location of the thrust line defines one of the direct contributions to stability. If the 259
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NAVWEPS OD-BOT-80 STABILITY AND CONTROL TYPICAL GUILD-UP 0F tzci~m~ENTs CM ,-WING+ FUSELAGE WING ONLY/. - - CL - C.G. @ 30% MAC . t EFFECT OF C.G. WsITION CM 50% MAC 40% MAC (NEUTRAL pOlNn --- Figure 4.10. Stability Build-up and Effect of C.G. Positim
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NAVWEPS 00-BOT-80 STABILITY ,AND CONTROL slipstream creates a normal force at the plane of the propeller similar to a wing creating lift by deflecting an airstream. As this normal force will increase with an increase in airplane angle of attack, the effect will be destabilizing when the propeller is ahead of the cg. The magnitude of the unstable contribution de- pends on the distance from the c.g. to the propeller and is largest at high power and low dynamic pressure. The normal force created thrust line is below the c.g., thrust produces a positive or noseup moment and the effect is de- stabilizing. On the other hand, if the thrust line is ,located above the c.g., a negative moment is created and the effect is stabilizing. A propeller or inlet duct located ahead of the c.g. contributes a destabilizing effect. As shown in figure 4.11, a rotating propeller in- clined to the windstream causes a deflection of the airflow. The momentum change of the 261
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NAVWEPS OD-BOT-80 S-lABlLlTY AND CONTROL EFFECT OF VERTICAL LOCATION OF THRUST LINE d DESTABILIZING STABILIZING DESTABILIZING INCRE IN NORMAL FORCE DESTABILIZING INCREASE IN DUCT INLET NORMAL FORCE Figure 4.11. Direct Power Effects
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NAVWEPS GO-BOT-BO STABILITY AND CONTROL n f WING.NACELLE,AND FUSELAGE MOMENTS AFFECTED BY SLIPSTREAM -DYNAMIC PRESSURE AT TAIL AFFECTED BY SLIPSTREAM WING LIFT AFFECTED BY SLIPSTREAM FLOW INDUCED BY JET EXHAUST DOWNWASH AT TAIL Figure 4.12. Indirect Power Effects. 263
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NAVWEPS 00-8OT-90 STABHITY AND CONTROL at the inlet of a jet engine contributes a similar destabilizing effect when the inlet is ahead of the c,g. As with the propeller, the magni- tude of the stability contribution is largest at high thrust and low flight speed. The indirect effects of power are of greatest concern in the propeller powered airplane rather than the jet powered airplane. As shown in figure 4.12, the propeller powered airplane creates slipstream velocities on the various surfaces which are different from the flow field typical of power-off flight. Since the various wing, nacelle, and fuselage surfaces are partly or wholly immersed in this slip- stream, the contribution of these components to stability can be quite different from the power-off flight condition. Ordinarily, the change of fuselage and nacelle contribution with power is relatively small. The added lift on the portion of the wing immersed in the slipstream requires that the airplane oper- ate at a lower angle of attack to produce the same effective lift coefficienr. Generally, this reduction in angle of attack to effect the same CL reduces the tail contribution to stability. However, the increase in dynamic pressure at the tail tends to increase the effectiveness of the tail and may be a stabilizing effect. The magnitude of this contribution due to the slipstream velocity on the tail will depend on the c.g. position and trim lift coefficient. The deflection of the slipstream by the nor- mal force at the propeller tends to increase the downwash at the horizontal tail and reduce the contribution to stability. Essentially the same destabilizing effect is produced by the flow induced at the exhaust of the jet power- plant. Ordinarily, the induced flow at the horizontal tail of a jet airplane is slight and is destabilizing when the jet passes underneath the horizontal tail. The magnitude of the indirect power effects on stability tends to be greatest at high Cr, high power, and low flight speeds. The combined direct and indirect power effects contribute to a general reduction of static stability at high power, high CL, and low 4. It is generally true that any airplane will experience the lowest level of static longi- tudinal stability under these conditions. Be- cause of the greater magnitude of both direct and indirect power effects, the propeller pow- ered airplane usually experiences a greater effect than the jet powered airplane. An additional effect on stability can be from the extension of high lift devices. The high lift devices tend to increase downwash at the tail and reduce the dynamic pressure at the tail, both of which are destabilizing. However, the high lift devices may prevent an unstable contribution of the wing at high CL. While the effect of high lift devices depends on the airplane configuration, the usual effect is de- stabilizing. Hence, the airplane may experi- ence the most critical forward neutral point during the power approach or waveoff. Dur- ing these conditions of flight the static stability is usually the weakest and particular attention must be given to precise control of the air- plane. The power-on neutral point may set the most aft limit of c.g. position. CONTROL FORCE STABILITY. The static longitudinal stability of an airplane is defined by the tendency to return to equilibrium upon displacement. In otherwords, the stable air- plane will resist displacement from the trim or equilibrium. The control forces of the air- plane should reflect the stability of the air- plane and provide suitable reference for precise control of the airplane. The effect of elevator deflection on pitching moments is illustrated by the first graph of figure 4.13. If the elevators of the airplane are fixed at zero deflection, the resulting line of CM versus C’s for 0’ depicts the static stability and trim lift coefficient. If the elevators are fixed at a deflection of 10” up, the airplane static stability is unchanged but the trim lift coefficient is increased. A change in elevator or stabilizer position does not alter the tail contribution to stability but the change in pitching moment will alter the lift coeflicient 264
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NAVWEPS 00-SOT-80 STABILITY AND CONTROL EFFECT OF ELEVATOR DEFLECTION I CM -L ELEVATOR nre, CCTl,-.., TRIM FOR CG@20% MAC TRIM C, VERSUS ELEVATOR DEFLECTION A TRIM AIRSPEED VS ELEVATOR DEFLECTION z F ii ii UP ’ X~SLE : oz EQUIVALENT 2 / ~RSPEED t a / 2 DOWN / ii / Figure 4.13. Longitudinal Control 265
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NAVWEPS 00-BOT-80 STABILITY AND CONTROL at which equilibrium will occur. As the ele- vator is fixed in various positions, equilibrium (or trim) will occur at various lift coefficients and the trim CL can be correlated with elevator deflection as in the second graph of figure 4.13. When the c,g. position of the airplane is fixed, each elevator position corresponds to a particular trim lift coefficient. AS the c.g. is moved aft the slope of this line decreases and the decrease in stability is evident by a given control displacement causing a greater change in trim lift coefficient. This is evidence that decreasing stability causes increased controlla- bility and, of course, increasing stability de- creases controllability. If the c.g. is moved aft until the line of trim CL versus elevator de- flection has zero slope, neutral static stability is obtained and the “stick-fixed” neutral point is determined. Since each value of lift coefhcient corresponds to a particular value of dynamic pressure re- quired to support an airplane in level flight, uim airspeed can be correlated with elevator deflection as in the third graph of figure 4.13. If the c.g. location is ahead of the stick-fixed neutral point and control position is directly related to surface deflection, the airplane will give evidence of stick podion mbility. In other words, the airplane will require the stick to be moved aft to increase the angle of attack and trim at a lower airspeed and to be moved forward to decrease the angle of attack and trim at a higher airspeed. To be sure, it is desirable to have an airplane demon- strate this feature. If the airplane were to have stick position instability, the airplane would require the stick to be moved aft to trim at a higher airspeed or to be moved forward to trim at a lower airspeed. There may be slight differences in the static longitudinal stability if the elevators are allowed to float free. If the elevators are allowed to float free as in “hands-off” flight, the elevators may have a tendency to “float” or streamline when the horizontal tail is given a change in angle of attack. If the hot&ma1 tail is subject to an increase in angle of attack and the elevators tend to float up, the change in lift on the tail is less than if the elevators remain fixed and the tail contribution to stability is reduced. Thus, the “stick-free” stability of an airplane is usually less than the stick-fixed stability. A typical reduction of stability by free elevators is shown in figure 4.14(A) where the airplane. stick-free demon- strates a reduction of the slope of CM versus Cs. While aerodynamic balance may be provided tu reduce control forces, proper balance of the surfaces will reduce floating and prevent great differences between stick-fixed and stick-free stability. The greatest floating tendency oc- curs when the surface is at a high angle of attack hence the greatest difference between stick-fixed and stick-free stability occurs when the airplane is at high angle of attack. If the controls are fully powered and actu- ated by an irreversible mechanism, the sur- faces are not free to float and there is no differ- ace between the stick-fixed and stick-free static stability. The control forces in a conventional air- plane are made up of two components. First, the basic stick-free stability of the airplane contributes an incremem of force which is independent of airspeed.. Next, there. is an increment of force dependent on the trim tab setting which varies with-the dynamic pres- sure or the square of ‘equivalent airspeed. Figure 4.14(B) indicates the variation of stick force with airspeed and illustrates the effect of tab setting on stick force. In order te trim the airplane at point (1) a certain amount of up elevator is required and zero stick force is obtained~ with’the nse of the tab. To trim the airplane for higher speeds corre- sponding to points (2) and (3) less and less nose-up tab is required. Note that when the airplane is properly trimmed, a push force is required to increase airspeed and a pull force is required to decrease airspeed. In this man- ner, the airplane would indicate positive stick force stability with a stable “feel” for air- 246
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) a,,, I, -- F TAB FORCE INCREMENT NAVWEPS 00-BOT-80 STABILITY AND CONTROL STICK -FIXED PULL PUSH INCREMENT EQUIVALENT CG AT 20% MAC I CG POSITION 10% MAC p-z; ,/’ EQUlVALENT PULL w E ,o T 5 0 D - FRICTION FORC BAND Figure 4.74. Control Force Stability 267
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NAVWEPS 00-801-80 STABILITY AND CONlRO’L speed, If the airplane were given a large nose down tab setting the pull force would in- crease with airspeed. This fact points out the possibility of “feel” as not being a true indi- cation of airplane static stability. If the c.g. of the airplane were varied while maintaining trim at a constant airspeed, the effect of c.g. position on stick force stability could be appreciated. As illustrated in figure 4,14(C), moving the c,g. aft decreases the slope of the line of stick force through the trim speed. Thus, decreasing stick force stability is evident in that smaller stick forces are necessary to displace the airplane from the trim speed. When the stick force gradient (or slope) becomes zero, the c.g. is at the stick-free neutral point and neutral stability exists. If the c.g. is aft of the stick-free neutral point, stick force instability will exist, e.g. the airplane will require a push force at a lower speed or a pull force at a higher speed. It should be noted that the stick force gradient is low at low airspeeds and when the airplane is at low speeds, high power, and a c.g. position near the aft limit, the “feel” for airspeed will be weak. Control system friction can create very un- desirable effects on control forces. Figure 4.14(D) illustrates that the control force versus airspeed is a band rather than a line. A wide friction force band can completely mask the stick force stability when the stick force stability is low. Modern flight control systems require precise maintenance to mini- mize the friction force band and preserve proper feel to the airplane. MANEUVERING STABILITY. When an airplane is subject to a normal acceleration, the flight path is curved and the airplane is subject to a pitching velocity. Because of the pitching velocity in maneuvering flight, the longitudinal stability of the airplane is slightly greater than in steady flight condi- tions. When an airplane is subject to a pitch- 1 ing velocity at a given lift coefficient, the air- plane develops a pitching moment resisting the pitch motion which adds to the restoring moment from the basic static stability. The principal source of this additional pitching moment is illustrated in figure 4.15. During a pull-up the airplane is subject to an angular rotation about the lateral axis and the horizontal tail will experience a component of wind due to the pitching velocity. The vector addition of this component velocity to the flight velocity provides a change in angle of attack for the tail and the change in lift on the tail creates a pitching moment resisting the pitching motion. Since the pitching mo- ment opposes the pitching motion but is due to the pitching motion, the effect is a damping in pitch. Of course, the other components of the airplane may develop resisting moments and contribute to pitch damping but the horizontal tail is usually the largest contri- bution. The added pitching moment from pitch damping will effect a higher stability in maneuvers than is apparent in steady flight. From this consideration, the neutral point for maneuvering flight will be aft of the neutral point for unaccelerated flight and in most cases will not be a critical item. If the airplane demonstrates static stability in unaccelerated flight, it will most surely demonstrate stability in maneuvering flight. The most direct appreciation of the ma- neuvering stability of an airplane is obtained from a plot of stick force versus load factor such as shown in figure 4.15. The airplane with positive maneuvering stability should demonstrate a steady increase in stick force with increase in load factor or “G”. The maneuvering stick force gradient-or stick force per G-must be positive but should be of the proper magnitude. The stick force gradient must not be excessively high or the airplane will be difficult and tiring to maneuver. Also, the stick force gradient must not be too low or the airplane may be overstressed in- advertently when light control forces exist. A maneuvering stick force gradient of 3 to 8 lbs. per G is satisfactory for most fighter and
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NAVWEPS 00-801-80 STABILITY AND CONTROL CHANGE IN TAIL LIFT RELATIVE WIND FROM ANGULAR ROTATION CHANGE IN TAIL ANGLE OF ATTACK DUE TO PITCHING VELOCITY co !!I 30 8 ; 20 MANEUVERING STICK :: FORCE GRADIENT g IO w I 2 3 4 5 6 7 8 LOAD FACTOR, n (OR G) CG POSITION % MAC / LOAD FACTOR Figure 4.15. Maneuvering Stability 269
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NAVWEPS 00-8’X-60 STABILITY AND CONTROL attack airplanes. A large patrol or transport type airplane would ordinarily show a much higher maneuvering stick force gradient be- cause of the lower limit load factor. When the airplane has high static stability, the maneuvering stability will be high and a high stick force gradient will result. A possibility exists that the forward c.g. limit could be set to prevent an excessively high maneuvering stick force gradient. As the c.g. is moved aft, the stick force gradient de- creases with decreasing maneuvering stability and the lower limit of stick force gradient may be reached. The pitch damping of the airplane is obvi- ously related to air density. At high altitudes, the high true airspeed reduces the change in tail angle of attack for a given pitching velocity and reduces the pitch damping. Thus, a de- crease in maneuvering stick force stability can be expected with increased altitude. TAILORING CONTROL FORCES. The control forces should reflect the stability of the airplane but, at the same time, should be of a tolerable magnitude. The design of the surfaces and control system may employ an infinite variety of techniques to provide satis- factory control forces. Aerodynamic balance must be thought of in two different senses. First, the control surface must be balanced to reduce hinge moments due to changes in angle of attack. This is necessary to reduce the floating tendency of the surface which reduces the stick-free stability. Next, aerodynamic balance can reduce the hinge moments due to deflection of the control sur- face. Generally, it is difficult to obtain a high degree of deflection balance without incurring a large overbalance of the surface for changes in angle of attack. Some of the types of aerodynamic balance are illustrated in figure 4.16. Thesimple horn type balance employs a concentrated balance area located ahead of the hinge line. The balance area may extend completely to the leading edge (unshielded) or partway to the leading edge (shielded). Aerodynamic balance can be achieved by the provision of- a hinge line aft of the control surface leading edge. The resulting overhang of surface area ahead of the hinge line will provide a degree of balance depending on the amount of overhang. Another variation of aerodynamic balance is an internal balance surface ahead of the hinge line which is contained within ,the surface. A flexible seal is usually incorporated to in- crease the effectiveness of the balance area. Even the bevelling of the trailing edge..of the control surface is effective also as a balancing technique. The choice of the type of aerody- namic balance will depend on many factors such as required degree of balance, simplicity, drag, etc. Many devices can be added to a control system to modify or tailor the stick force stability to desired levels. If a spring is added to the control system as shown in figure 4.16, it will tend to center the stick and provide a force increment depending on stick displace- ment. When the control system has a fixed gearing between stick position and surface deflection, the centering spring will provide a contribution to stick force stability according to stick position. The contribution to stick force stability will be largest at low flight speeds where relatively large control deflec- tions are required. The contribution will be smallest at high airspeed because of the smaller control deflections required. Thus, .the stick centering bungee will increase the airspeed and maneuvering stick force stability but the contribution decreases at high airspeeds. A variation of this device would be a spring stiffness which would be controlled to vary with dynamic pressure, 4. In this case, the contribution of the spring to stick force stability would, not diminish with. speed. A “downspring” added to a control system is~ a means ~of increasing airspeed stick force stability without a change in airplane static 2,70
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NAVWEPS 00-8OT-80 STABILITY AND CONTROL TYPES OF AERODYNAMIC BALANCE OVERHANGORLEADINGEDGE BALANCE BY OFFSET HINGE 7 INTERNAL BALANCE WITH FL’XlBLESE& <I HORN TYPE BALANCE ---‘I “1G EDGE BEVEL -, EFFECT LaF STICK CENTERING SPRING TICK CENTERING RING OR BUNGEE A PULL FORCE INCREMENTADDED 8 y BY SPRING E EQUIVALENT e i5 \ AIRSPEED I= m PUSH LOAD FACTOR figure 4.16. loiloring Control forces
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NAVWEPS 00-801-80 STABILITY AND CONTROL EFFECT OF DOWNSPRING u P*RELO+DED SPRING PULL EQUIVALENT lRSPEED EFFECT OF BOBWEIGHT 1 PULL EQUIVALENT PUSH RETRIMMED FORCE INCREMENT PROVIDED BY BOBWEIGHT LOAD FACTOR c Figure 4.77. Tailoring Control Forces 272
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stability. As shown in figure 4.17, a down- spring consists of a long preloaded spring at- tached to the control system which tends to rotate the elevators down. The effect of the downspring is to contribute an increment of pull force independent of control deflection or airspeed. When rhe downspring is added to the control system of an airplane and the air- plane is retrimmed for the original speed, the airspeed stick force gradient is increased and there is a stronger feel for airspeed. The down- spring would provide an “ersatz” improve- ment to an airplane deficient in airspeed stick force stability, Since the force increment from the downspring is unaffected by stick position or normal acceleration, the maneuvering stick force stability would be unchanged. The bobweight is an effective device for im- proving stick force stability. As shown in figure 4.17, the bobweight consists of an eccen- tric mass attached to the control system which-in unaccelerated flight--contributes an increment of pull force identical to the downspring. In fact, a bobweight added to the control system of an airplane produces an effect identical to the downspring. The bob- weight will increase the airspeed stick force gradient and increase the feel for airspeed. A bobweighr will have an effect on the maneuvering stick force gradient since the bob- weight mass is subjected to the same accelera- tion as the airplane. Thus, the bobweight will provide an increment of stick force in direct proportion to the maneuvering acceleration of the airplane. Because of the linear contribu- tion of the bobweight, the bobweight can be applted to Increase the maneuvering stick force stability if the basic airplane has too low a value or develops a decreasing gradient at high lift coefficients. The example of the bobweight is useful to point out the effect of the control system dis- tributed masses. All carrier aircraft must have the control system mass balanced to prevent undesirable control forces from the longi- tudinal accelerations during catapult launching. NAVWEPS 00-EOT-80 STABILITY AND CONTROL Various control surface tab devices can be utilized to modify control forces. Since the de- flection of a tab is so powerful in creating hinge moments on a control surface, the possible application of tab devices is almost without limit, The basic trim tab arrangement is shown in figure 4.18 where a variable linkage connects the tab and the control surface. Ex- tension or contraction of this linkage will de- flect the tab relative to the control surface and create a certain change in hinge mon~ent coef- ficient. The use of the trim tab will allow the pilot to reduce the hinge moment to zero and trim the control forces to zero for a given flight condition. Of course, the trim tab should have adequate effectiveness so that control forces can be trimmed out throughout the flight speed range. The lagging tab arrangement shown in figure 4.18 employs a linkage between the fixed sur- face and the tab surface. The geometry is such that upward deflection of the control surface displaces the tab down relative to the control surface. Such relative displacement of the tab will aid in deflection of the control surface and thus reduce the hinge moments due to deflection. An obvious advantage of this device is the reduction of deflection hinge moments without a change in aerodynamic balance. The leading tab arrangement shown in figure 4.18 also employs a linkage between the fixed surface and the tab surface. However, the geometry of the linkage is such that upward deflection of the control surface displaces the tab up relative to the control surface. This relationship serves to increase the control sur- face hinge moments due to deflection of the surface. The servo tad shown in figure 4.18 utilizes a horn which has no direct connection to the control surface and is free to pivot about the hinge axis. However, a linkage connects this free horn to the tab surface. Thus, the control system simply deflects the tab and the resulting hinge moments deflect the control surface.
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NAVWEPS 00-EOT-80 STABILITY AND CONTROL TRIM TAB VARIABLE LINKAGE LAGGING TAB LEAOING TAB SERVO TAB HORN FREE TO PIVOT ON HINGE 13X6 SPRING TAB ON HINGE AXIS FIXED TO SURFACE SPRING LLADED TAB ROTATES TAB UP Figure 4.18. Various Tab Devices 274
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Since the only control forces are those of the tab, this device makes possible the deflection of large surfaces with relatively small control forces. A variation of the basic servo tab layout is the sprirzg tab arrangement of figure 4.18. When the control horn is connected to the control surface by springs, the function of the tab is to provide a given portion of the required control forces. The spring tab arrangement can then function as a boost to reduce control forces. The servo tab and spring tab are usually applied to large or high speed subsonic airplanes to provide tolerable stick forces. The spring Zoadcd tab of figure 4.18 cotisists of a free tab preloaded with a spring which furnishes a constant moment about the tab hinge line. When the airplane is at zero air- speed, the tab is rotated up to the limit of deflection. As airspeed is increased, the aero- dynamic hinge moment on the tab will finally equal the spring torque and the tab will begin to streamline. The effect of this arrangement is to provide a constant hinge moment to the control system and contribute a constant push force requirement at speeds above the preload speed. Thus, the spring loaded tab can im- prove the stick force gradient in a manner similar to the downspring. Generally, the spring loaded tab may be more desirable because of greater effectiveness and the lack of undesirable control forces during ground operation. The various tab devices have almost un- limited possibilities for tailoring control forces. However, these devices must receive proper care and maintenance in order to function properly. In addition, much care must be taken to ensure that no slop or play exists in the joints and fittings, otherwise destructive flutter may occur. LONGITUDINAL CONTROL To be satisfactory, an airplane must have adequate controllability as well as adequate NAVWEPS OtWOT-80 STABILITY AND CONTROL stability. Ati airplane with high static longi- tudinal stability will exhibit great resistance to displacement from equilibrium. Hence, the most critical conditions of controllability will occur when the airplane has high sta- bility, i.e., the lower limits of controllability will set the upper limits of stability. There are three principal conditions of fli~ght which provide the critical requirements of longitudinal control power. Any one or combination of these conditions can de- termine the longitudinal control power and set a limit to forward c.g. position. MANEUVERING CONTROL REQUIRE- MENT. The airplane should have sufficient longitudinal control power to attain the maxi- mum usable lift coefficient or limit load factor during maneuvers. As shown in figure 4.19, forward movement of the c.g. increases the longiturjinal stability of an airplane and requires larger control deflections to produce changes in trim lift coefficient. For the example shown, the maximum effective de- flection of the elevator is not capable of trim- ing the airplane ‘at C,,,, for c.g. positions ahead of 18 percent MAC. This particular control requirement can be most critical for an airplane in supersonic flight. Supersonic flight is usually accom- . panied by large increases in static longltu- dinal stability and a reduction in the effective- ness of control surfaces. In order to cope with these trends, powerful all-movable surfaces must be used to attain limit load factor or maximum usable C, in supersonic flight. This requirement is so important that once satis- fied, the supersonic configuration usually has sufficient longitudinal control power for all other conditions of flight. TAKEOFF CONTROL REQUIREMENT. At takeoff, the airplane must have sufficient control power to assume the takeoff attitude prior to reaching takeoff speed. Generally, for airplanes with tricycle landing gears, it is desirable to have at least sufficient control power to attain the takeoff attitude at 80 275
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NAVWEPS 00-80’1-80 SlABILITY AND CONTROL MAXIMUM MOST FORWARD DEFLECTION CG FOR MANEUVERING CONTROLLABILITY DOWN POSITION TAIL LOAD !'.',i:'. WEIGHT TAKE OFF CONTROL REDUCED DOWNWASH DUE TO GROUND EFFECT . .:,.,. ‘,:::.;,y ,;,,.,,>: ::..‘~~,‘i;,:,‘,,:.~,,‘: y: :, ,: ,/. :“‘J.:;:‘j:~!,.: : :., :, .‘. ;. ~.. i... .,-: -, :,.: ~, :,., :.:, :~’ LANDING CONTROL Figure 4.19. Longitudinal Control Requirements 176
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percent of the stall speed for propeller air- planes or 90 percent of the stall speed for jet airplanes. This feat must be accomplished on a smooth runway at all normal service takeoff loading conditions. Figure 4.19 illustrates the principal forces acting on an airplane during takeoff toll. When the airplane is in the three point attitude at some speed less than the stall speed, the wing lift will be less than the weight of the airplane. As the elevators must be capable of rotating to the takeoff attitude, the critical condition will be with zero load on the nose wheel and the net of lift and weight supported on the main gear. Rolling friction resulting from the normal force on the main gear creates an adverse nose down moment. Also, the center of gravity ahead of the main gear contributes a nose down moment and this consideration could decide the most aft loca- tion of the main landing gear during design. The wing may contribute a large nose down moment when flaps are deflected but this effect may be countered by a slight increase in downwash at the tail. To balance these nose down moments, the horizontal tail should be capable of producing sufficient nose up moment to attam the takeoff attitude. at the specified speeds. The propeller airplane at takeoff power may induce considerable slipstream velocity at the horizontal tail which can provide an increase in the e&iency of the surface. The jet airplane does not experience a similar magni- tude of this effect since the induced velocities from the jet are relatively small compared to the slipstream velocities from a propeller. LANDING CONTROL REQUIREMENT At landing, the airplane must have suthcient control power to ensure adequate control at specified landing speeds. Adequate landing control is usually assured if the elevators are capable of holding the airplane just off the runway at 105 percent of the stall speed. Of course, the most critical requirement will exist when the c.g. is in the most forward position, NAVWEPS 00-BOT-80 STABILITY AND CONTROL flaps are fully extended, and power is set at idle. This configuration will provide the most stable condition which is most demand- ing of controllability. The full deflection of flaps usually provides the greatest wing diving moment and idle power will produce the most critical (least) dynamic pressure at the hoti- zontal tail. The landing control requirement has one particular difference from the maneuvering control requirement of free flight. As the airplane approaches the ground surface, there will be a change in the three-dimensional flow of the airplane due to ground effect. A wing in proximity to the ground plane will experience a decrease in tip vortices and downwash at a given lift coefficient. The decrease in down- wash at the tail tends to increase the static stability and produce a nosedown moment from the reduction in download on the tail. Thus, the airplane just off the runway surface will requite additional control deflection to trim at a given lift coefficient and the landing con- trol requirement may be critical in the design of longitudinal control power. As an example of ground effect, a typical propeller powered airplane may requite as much as 15” more up elevator to trim at CL- in ground effect than in free flight away from the ground plane. Because of this effect, many aitplaneshavesufIicientcontrolpowertoachieve full stall out of ground effect but do not have the ability to achieve full stall when in close proximity to the ground. In some cases the effectiveness of the control surface is adversely affected by the use of trim tabs. If trim tabs are used to excess in ttim- ming stick forces, the effectiveness of the elevator.may be reduced to hinder landing or takeoff control. Each of the three principal conditions re- quiting adequate longitudinal control are ctit- ical for high static stability. If the forward c.g. limit is exceeded, the airplane may en- counter a deficiency of controllability in any of these conditions. Thus, the forward c.g. 177
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limit is set by the minimum permissible con- trollability while the aft c.g. limit is set by the minimum permissible stability. LONGITUDINAL DYNAMIC STABILITY. All previous considerations of longitudinal stability have been concerned with the initial tendency of the airplane to return to equilib- rium when subjected to a disturbance. The considerations of longitudinal dynamic sta- bility ate concerned with time history response of the airplane to these disturbances, i.e., the variation of displacement amplitude with time following a disturbance. From previous deli- nition, dynamic stability will exist when the amplitude of motion decreases with time and dynamic instability will exist if the amplitude increases with time. Of course, the airplane must demonstrate positive dynamic stability for the major longi- tudinal motions. In addition, the airplane must demonstrate a certain degree of longitu- dinal stability by reducing the amplitude of motion at a certain rate. The requited degree of dynamic stability is usually specified by the time necessary for the amplitude to reduce to one-half the original value-the time to damp to half-amplitude. The airplane in free flight has six degrees of freedom: rotation in roll, pitch, and yaw and translation in the horizontal, vertical, and lateral directions. In the case of longitudinal dynamic stability, the degrees of freedom can be limited to pitch rotation, vertical and horizontal translation. Since the airplane is usually symmetrical from port to starboard, there will be no necessity for consideration of coupling between longitudinal and lateral- directional motions. Thus, the principal vari- ables in the longitudinal motion of an airplane will be: (1) The pitch attitude of the airplane. (2) The angle of attack (which will differ from the pitch attitude by the inclination of the flight- path). (3) The flight velocity. NAVWEPS DD-801-80 STABILITY AND CONTROL (4) The displacement or deflection of the elevator when the stick-free condition is considered. The longitudinal dynamic stability of an airplane generally consists of three basic modes (or manners) of oscillation. While the longi- tudinal motion of the airplane may consist of a combination of these modes, the characteristics of each mode are sufficiently distinct that each oscillatory tendency may be studied separately. The first mode of dynamic longitudinal sta- bility consists of a very long period oscillation referred to as the phagoid. The phugoid or long period oscillation involves noticeable vatia- tions in pitch attitude, altitude, and airspeed but nearly constant angle of attack. Such an oscillation of the airplane could be considered as a gradual interchange of potential and kinetic energy about some equilibrium airspeed and altitude. Figure 4.20 illustrates the char- acteristic motion of the phugoid. The period of oscillation in the phugoid is quite large, typical values being from 20 to 100 seconds. Since the pitching rate is quite low and only negligible changes in angle of attack take place, damping of the phugoid is weak and possibly negative. However, such weak or negative damping does not necessarily have any great consequence. Since the period of oscilla- tion is so great, the pilot is easily able to counteract the oscillatory tendency by very slight and unnoticed control movements. In most cases, the necessary corrections ate so slight that the pilot may be completely un- aware of the oscillatory tendency. Due to the nature of the phugoid, it is not necessary to make any specific aerodynamic provisions to contend with the oscillation. The inherent long period of the oscillation al- lows study to be directed to more important oscillatory tendencies. Similarly, the diffet- ences between the stick-fixed and stick-free phugoid are not of great importance. The second mode of longitudinal dynamic sta- bility is a relatively short period motion that
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NAVWEPS OO-BOT-80 STABILITY AND CONTROL IST MODE OR PHUGOID ANGLE OF ATTACK AT EACH INS%; ,,“L&blSG$~,lGH~ & 5 LoNG PERIOD ------I kw a0 f 2 - g: *a 2 0 2ND MODE OR SHORT PERIOD OSCILLATION MOTION OCCURS AT ESSENTIALLY CONSTANT SPEED L TIME TO DAMP TO HALF AMPLITUDE Lb-- TIME / / -6.HORT PERIOD - UNSTABLE OSCILLATION Figure 4.20. Longiitudinal Dynamic Sttxbility 280
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can be assumed to take place with negligible changes in velocity. The second mode consists of a pitching oscillation during which the air- plane is being restored to equilibrium by the static stability and the amplitude of oscillation decreased by pitch damping. The typical mo- tion is of relatively high frequency with a period of oscillation on the order of 6.5 to 5 seconds. For the conventional subsonic airplane, the second mode stick-fixed is characterized by heavy damping with a time to damp to half amplitude of approximately 0.5 seconds. IJsu- ally, if the airplane has static stability stick- fixed, the pitch damping contributed by the horizontal tail will assume sufficient dynamic stability for the short period oscillation. How- ever, the second mode stick-free has the possi- bility of weak damping or unstable oscilla- tions. This is the case where static stability does not automatically imply adequate dy- namic stability. The second mode stick-free is essentially a coupling of motion between the airplane short period pitching motion and ele- vator in rotation about the hinge line. Ex- treme care must be taken in the design of the control surfaces to ensure dynamic stability for this mode. The elevators must be statically balanced about the hinge line and aerodynamic balance must be within certain limits. Control system friction must be minimized as it con- tributes to the oscillatory tendency. If insta- bility were to exist in the second mode, “por- poising” of the airplane would result with possibility of structural damage. An oscilla- tion at high dynamic pressures with large changes in angle of attack could produce severe flight loads. The second mode has relatively short periods that correspond closely with the normal pilot response lag time, e.g., 1 or 2 seconds or less. There is the possibility that an attempt to forceably damp an oscillation may actually re- inforce the oscillation and produce instability. This is particularly true in the case of powered controls where a small input energy into the NAVWEPS 00-BOT-80 STABILITY AND CONTROL control system is greatly magnified. In addi- tion, response lag of the controls may add to the problem of attempting to forceably damp the oscillation. In this case, should an oscilla- tion appear, the best rule is to release the con- trols as the airplane stick-free will demonstrate the necessary damping, Even an attempt to fix the controls when the airplane is oscillating may result in a small unstable input into the control system which can reinforce the oscilla- tion to produce failing flight loads. Because of the very short period of the oscillation, the amplitude of an unstable oscillation can reach dangerous proportions in an extremely short period of time. The third mode occurs in the elevator free case and is usually a very short period oscillation. The motion is essentially one of the elevator flapping about the hinge line and, in most cases, the oscillation has very heavy damping. A typical flapping mode may have a period of 0.3 to 1.5 seconds and a time to damp to half- amplitude of approximately 0.1 second. Of all the modes of longitudinal dynamic stability, the second mode or porpoising oscil- lation is of greatest importance. The por- poising oscillation has the possibility of damaging flight loads and can be adversely affected by pilot response lag. It should be remembered that when stick-free the airplane will demonstrate the necessary damping. The problems of dynamic stability are acute under certain conditions of flight. Low static stability generally increases the period (de- creases frequency) of the short period oscil- lations and increases the time to damp to half- amplitude. High altitude-and consequently low density-reduces the aerodynamic damp- ing. Also, high Mach numbers of supersonic flight produce a decay of aerodynamic damping. MODERN CONTROL SYSTEMS In order to accomplish the stability and control objectives, various configurations of control systems are necessary. Generally, the ?Bl
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NAVWEPS 00-BOT-BO STABILITY AND CONTROL type of flight control system is decided by the size and flight speed range of the airplane. The conventional control system consists of direct mechanical linkages from the controls to the control surfaces. For the subsonic airplane, the principal means of producing proper control forces utilize aerodynamic bal- ance and various tab, spring, and bobweight devices. Balance and tab devices are capable of reducing control forces and will allow the use of the conventional control system on large airplanes to relatively high subsonic speeds. When the airplane with a conventional control system is operated at transonic speeds, the great changes in the character of flow can produce great aberrations in control sur- face hinge moments and the contribution of tab devices. Shock wave formation and separation of flow at transonic speeds will limit the use of the conventional control system to subsonic speeds. The power-boosted control system employs a ‘mechanical actuator in parallel with the mechanical linkages of a conventional control system. The principle of operation is to pro- vide a fixed, percentage of the required control forces thus reducing control forces at high speeds. The power-boosted control system requires a hydraulic actuator with a control valve which supplies boost force in fixed proportion to control force. Thus, the pilot is given an advantage by the boost ratio to assist in deflecting the control surface, e.g., with a boost ratio of 14, the actuator provides 14 lbs. of force for each 1 lb. of stick force. The power-boosted control system has the obvious advantage of reducing control forces at high speeds. However, at transonic speeds, the changes in control forces due to shock waves and separation still take place but to a lesser degree. The “feedback” of hinge moments is reduced but the aberrations in stick forces may still exist. The power-opsrdted, irreversible control system consists of mechanical actuators controlled by the pilot. The control surface is deflected by the actuator and none of the hinge moments are fed back through the controls. In such a control system, the control position decides the deflection of the control surfaces regardless of the airloads and hinge moments. Since the power-operated control system has zero feed- back, control feel must be synthesized other- wise an infinite boost would exist. The advantages of the power-operated COR- trol system are most apparent in transonic and supersonic flight. In transonic flight, none of the erratic hinge moments are fed back to the pilot. Thus, no unusual or erratic control forces,will be encountered in transonic flight. Supersonic flight generally requires the use of an all-movable horizontal surface to achieve the necessary control effectiveness. Such con- trol surfaces must then be actuated and posi- tively positioned by an irreversible device. The most important item of an artificial feel system is the stick-centering spring or bungee. The bungee develops a stick force in proportion to stick displacement and thus provides feel for airspeed and maneuvers. A bobweight may be included in the feel system to develop a steady positive maneuvering stick force gradient which is independent of airspeed for ordinary maneuvers. The gearing between the stick position and control surface deflection is not necessarily a linear relationship. The majority of powered control systems will employ a nonlinear gear- ing such that relatively greater stick deflection per surface deflection will occur at the neutral stick position. This sort of gearing is to advantage for airplanes which operate at flight conditions of high dynamic pressure. Since the airplane at high 4 is very sensitive to small deflections of the control surface, the nonlinear gearing provides higher stick force stability with less sensitive control movements than the ‘system with a linear gearing. Figure 4.21 illustrates a typical linear and nonlinear control system gearing. The second chart of figure 4.21 illustrates the typical control system stick force variation 282
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NAVWEPS 00-ROT-80 STABILITY AND CONTROL CONTROL SYSTEM GEARING CONTROL SYSTEM STICK FORCE -40 STICK FORCE LBS. -30 PULL -20 -10 STABILIZER DEFLECTION LEADING EDGE DOWN LEADING EDGE UP 25O 200 I50 100 50 50 I00 Figure 4.27. Longitudinal Control System
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NAVWEPS OO-ROT-80 STABILITY AND CONTROL with control surface deflection. While it is desirable to have a strong centering of the stick near the neutral position, the amount of force required to create an initial displacement must be reasonable. If the control system “break-out” forces are too high, precise control of’the airplane at high speeds is diflicult. As the solid friction of the control system con- tributes to the break-out forces, proper mainte- nance of the control system is essential. Any increase in control system friction can create unusual and undesirable control forces. The trim of the powered control system is essentially any device to produce zero control force for a given control surface deflection. One system may trim off bungee force at a given stick position while another system may trim by returning the stick to neutral position. Flight at high supersonic Mach numbers might require a great variety of devices in the longitudinal control system. The deteriora- tion of pitch damping with Mach-number may require that dynamic stability be obtained synthetically by pitch dampers in the control system. The response of the airplane to longitudinal control may be adversely affected by flight at high dynamic pressures. In such conditions of flight stick forces must be ade- quate to prevent an induced oscillation. Stick forces must relate the transients of flight as well as the steady state conditions. Such a contribution to control system forces may be provided by a pitching acceleration bobweight and a control system viscous damper. DIRECTIONAL STABILITY AND CONTiOL DIRECTIONAL STABILITY The directional stability of an airplane is essentially the “weathercock” stability and involves moments about the vertical axis and their relationship with yaw or sideslip angle. An airplane which has static directional sta- bility would tend to return to an equilibrium when subjected to some disturbance from equi- librium. Evidence of static directional sta- bility would be the development of yawing moments which tend to restore the airplane to equilibrium. DEFINITIONS. The axis system of an air- plane will define a positive yawing moment, N, as a moment about the vertical axis which tends to rotate the nose to the right. As in other aerodynamic considerations, it is con- venient to consider yawing moments in the coefficient form so that static stability can be evaluated independent of weight, altitude, speed, etc. The yawing moment, N, is de- fined in the coefficient form by the following equation: or N = C,qSb C,=N 0 where N=yawing moment, ft.-lbs; positive to the right q= dynamic pressure, psf S=wing area, sq. ft. b=wing span, ft. C,=yawing moment coefficient, positive to the right The yawing moment coefficient, C,, is based on the wing dimensions $ and 6 as the wing is the characteristic surface of the airplane. The yaw angle of an airplane relates the dis- placement of the airplane centerline from some reference azimuth. and is assigned the short- ,hand notation I& (psi). A positive yaw angle occurs when the nose of the airplane is dis- placed to the right of the azimuth direction. The definition of sideslip angle involves a sig- nificant difference. Sides&p angle relates the displacement of the airplane centerline from the relative wind rather than some reference azimuth., Sideslip angle is’provided the short- hand notation p (beta) and is positive when ihe rela&e wind is displaced to the right of the,airplane centerline. Figure 4.22 illustrates the definitions of sideslip and yaw angles. The sideslip angle, 8, is essentially the di- rectional angle of attack of the airplane and 284
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is the primary reference in lateral stability as well as directional stability considerations. The yaw angle, #, is a primary reference for wind tunnel tests and time history motion of an airplane. From the definitions there is no direct relationship between @ and # for an airplane in free flight, e.g., an airplane flown through a 360° turn has yawed 360” but side- slip may have been zero throughout the entire turn. Since the airplane has no directional sense, static directional stability of the air- plane is appreciated by response to sideslip. The static directional stability of an airplane can be illustrated by a graph of yawing moment coe&cient, C., versus sideslip angle, 8, such as shown in figure 4.22. When the airplane is subject to a positive sideslip angle, static direc- tional stability will be evident if a positive yawing moment coefficient results. Thus, when the relative wind comes from the right (+p), a yawing moment to the right (+C.) should be created which tends to weathercock the airplane and return the nose into the wind. Static directional stability will exist when the curve of C,, versus fi has a positive slope and the degree of stability will be a function of.the slope of this curve. If the curve has zero slope, there is no tendency to return to equilibrium and neutral static directional stability exists. When the curve of C. versus /3 has a negative slope, the yawing moments developed by side- slip tend to diverge rather than restore and static directional instability exists. The final chart of figure 4.22 illustrates the fact that the instantaneous slope of the curve of C,, versus @ will describe the static directional stability of the airplane. At small angles of sideslip a strong positive slope depicts strong directional stability. Large angles of sideslip produce zero slope and neutral stability. At very high sideslip the negative slope of the curve indicates directional instability. This decay of directional stability with increased sideslip is not an unusual condition. However, directional instability should not occur at the angles of sideslip of ordinary flight conditions. NAVWEPS 00-ROT-80 STABILITY AND CONTROL Static directional stability must be in evi- dence for all the critical conditions of flight. Generally, good directional stability is a ftm- damental quality directly affecting the pilots’ impression of an airplane. CONTRIBUTION OF THE AIRPLANE COMPONENTS. The static directional sta- bility of the airplane is a result of contribution of each of the various airplane components. While the contribution of each component is somewhat dependent upon and related to other components, it is necessary to study each component separately. The vertical tail is the primary source of directional stability for the airplane. As shown in figure 4.23, when the airplane is in a sideslip the vertical tail will experience a change in angle of attack. The change in lift-or side force-on the vertical tail creates a yawing moment about the center of gravity which tends to yaw the airplane into the relative wind. The magnitude of the vertical tail contribution to static directional stability then depends on the change in tail lift and the tail moment arm. Obviously, the tail moment arm is a powerful factor but essentially dic- tated by the major configuration properties of the airplane. When the location of the vertical tail is set,, the contribution of the surface to directional stability depends on its ability to produce changes in lift-or side force-with changes in sideslip. The surface area of the vertical tail is a powerful factor with the contribution of the vertical tail being a direct function of the area. When all other possibilities are ex- hausted, the required directional stability may be obtained by increases in tail area. How- ever, increased surface area has the obvious disadvantage of increased drag. The lift curve slope of the vertical tail relates how sensitive the surface is to changes in angle of attack. While it is desirable to have a high lift curve slope for the vertical surface, a high aspect ratio surface is not necessarily practical or desirable. The stall
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NAVWEPS 00-ROT-80 STABILITY AND CONTROL +N,YAWlNG MOMENT YAWING MOMENT COEFFICIENT,Cn t +Cn p SIDESLLANGLE, Figure 4.22. Static Directional Stability 286
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