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angle of the surface must be sufficiently great to prevent stall and subsequent loss of effec- tiveness at ordinary sideslip angles. The high Mach numbers of supersonic flight produces a decrease in lift curve slope with the consequent reduction in tail contribution to stability. In order to have sufficient directional stability at high Mach numbers, the typical supersonic configuration will exhibit relatively large vertical tail surfaces. The flow field in which the vertical tail operates is affected by the othei components of the airplane as well as powe; effects. The dynamic pressure at the vertical tail could depend on the slipstream of a propeller or the boundary layer of the fuselage. Also, the local flow direction at the vertical tail is in- fluenced by the wing wake, fuselage crossflow, induced flow of the horizontal tail, or the direction of slipstream from a propeller. Each of these factors must be considered as possibly affecting the contribution of the vertical tail to directional stability. The contribution of the wing tb %tatic direc- tional stability is tisually small: The swept wing provides a stable contribution’depending on the amount of sweepback but the contribu- tion is relatively weak when compared with other components. :. The contribution of the fuselage and nacelles is of primary importance since these compo- nents furnish rhe greatest destabilizing in- fluence. The contribution of the fuselage and nacelles is similar to the longitudinal case with the exception that there is no large in- fluence of the induced flow field of the wing. The subsonic center of pressure of the fuselage will be located at or forward of the quarter- length point and, since the airplane c.g. is usually considerably aft of this point, the fuselage contribution will be destabilizing. However, at large angles of sideslip the large destabilizing contribution of the fuselage di- minishes which is some relief to the problem of maintaining directional stability at large displacements. The supersonic pressure,. dis- tribution on the body provides a relatively NAVWEPS OO-ROLRO STARIUTY AND CONTROL greater aerodynamic force and, generally, a continued destabilizing influence. Figure 4.23 illustrates a typical buildup of the directional stability of an airplane by separating the contribution of the fuselage and tail. As shown by the graph of C. versus 6, the contribution of the fuselage is de- stabilizing but the instability decreases at large sideslip angles. Tbe contribution of the vertical tail alone is highly stabilizing up to the point where the surface begins to stall. The contribution of the vertical tail must be large enough so that the complete airplane (wing-fuselage-tail combination) exhibits the required degree of stability. The dorsal fin has a powerful effect on pre- serving the directional stability at large angles of sideslip wliich would produce stall of the vertical tail. The addition of a dorsal fin to the airplane will allay the decay of directional stability at high sideslip in two ways. The least obvious but most important effect is a large increase in the fuselage stability at large sideslip angles. In addition, the effective aspect rario of the vertical tail is reduced which increases the stall angle for the surface. By this twofold effect, the addition of the dorsal fin is a v useful’ device. Poluer effects on static directional stability are similar to the power effects on static longitudinal stability. The direct effects are confined to the normal force at the propeller plane or the jet inlet and, of course, are de- stabilizing when the propeller or inlet is located ahead of the c.g. The indirect effects of power induced velocities and flow dirkccion changes at the vertical tail are quite significant for the propeller driven airplane and can pro- duce large directional trim changes. As in the lontitudinal case, the indirect effects are negligible for the jet powered airplane. The contribution of the direct and indirect power effects to static directional stability is greatest for the propeller powered airplane and usually slight for the jet powered airplane. In either case, the general effect of power is 287
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NAVWEPS oO-801-80 STABILITY AND CONTROL CONTRIBUTION OF VERTICALTAIL CHANGE IN TAIL LIFT TYPICAL DIRECTIONAL STABILITY BUILD-UP AIRPLANE WITH DORSAL FIN STALL ,-ADDED Figure 4.23. Contribution of Components to Directional Stability 288
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NAVWEPS Oe8OT-80 STABILITY AND CONTROL EFFECT OF RUDDER FLOAT ON STATIC DIRECTIONAL STABILITY t \ RUDDER-FIXED RUDDER-FREE RUDDER FLOAT -e ANGLE t SIDESLIP ANGLE, p EFFECT OF ANGLE OF ATTACK HIGH ANGLE OF ATTACK w SIDESLIP ANGLE, fla EFFECT OF MACH NUMBER A SIDESLIP ANGLE, p Figure 4.24. Factors Affecting Direcfional Stability 289
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NAVWRPS DD-807-80 STABILITY AND CONTROL destabilizing and the greatest contribution will occur at high power and low dynamic pressure as during a waveoff. As in the case of longitudinal static stability, freeing the controls will reduce the effective- ness of the tail and alter the stability. While the rudder must be balanced to reduce control pedal forces, the rudder will tend to float or streamline and reduce the contribution of the vertical tail to static directional stability. The floating tendency is greatest at large angles of sideslip where large angles of attack for the vertical tail tend to decrease aerodynamic bal- ante. Figure 4.24 illustrates the difference be- tween rudder-fixed and rudder-free static di- rectional stability. CRITICAL CONDITIONS. The most criti- cal conditions of,staric directional stability are usually the combination of several separate effects. The combination which produces the most critical condition is much dependent upon the type and mission of the airplane. In addi- tion, there exists a coupling of lateral and di- rectional effects such that the required degree of static directional stability may be deter- mined by some of these coupled conditions. Center of gravity position has a relatively negligible effect on static directional stability. The usual range of c.g. position on any air- plane is set by the Jinits of long&d&a/ stability and control. Within this limiting range of c.g. position, no significant changes take place in the contribution of the vertical tail, fuselage, nacelles, etc. Hence, the static directional stability is essentially unaffected by the varia- tion of c.g. position within the longitudinal limits. When the airplane is at a high angle of a$tack a decrease in static directional stability can be anticipated. As shown by the second chart of figure 4.24, a high angle of attack reduces the stable slope of the curve of C,, versus 8, The decrease in static directional stability is due in great part to the reduction in the contribution of the vertica1 tail. At high angles of attack, the effectiveness of the vertical tail is reduced because of increase in the fuselage boundary layer at the vertical tail location. The decay of dir&ctional stability with angle of attack is most significant for the low aspect ratjo air- plane with sweepback since this configuration requires such high angles of attack to achieve high lifr coefficients. Such decay in directional stability can have a profound effect on the re- sponse of the airplane to adverse yaw and spin characteristics. High Mach ntrmbers of supersonic flight reduce the contribution of the vertical tail to direc- tional stability because of the reduction of lift cnrve slope with Mach number. The third chart of figure 4.24 illustrates the typical decay of directional stability with Mach number. To produce the required directional stability at high Mach numbers, a viziy large vertical tail area may be necessary. Ventral fins may be added as an additional contribution to direc- tional stability but landing clearance require- ments may limir their size or require the fins to be retractable. Hence, the most critical demands of static directional stability will occur from some combination of the following effects: (1) high angle of sideslip (2) high power at low airspeed (3) high angle of attack (4) high Mach number The propeller powered airplane may have such considerable power effects that the critical conditions may occur at low speed while the effect of high Mach numbers may produce the critical conditions for the typical supersonic airplane. In addition, the coupling of lateral and directional effects may require prescribed degrees of directional stability. DIRECTIONAL CONTROL In addition to directional stability, the air- plane must have adequate directional control to coordinate turns, balance power effects, create sideslip, balance unsymmetrical power, etc. The principal source of directional con- trol is the rudder and the rudder must be
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capable of producing sufhcient yawing moment for the critical conditions of flight. The effect of rudder deflection is to produce a yawing moment coefficient according to control deflection and produce equilibrium at some angle of sideslip. For small deflections of the rudder, there is no change in stability but a change in equilibrium. Figure 4.25 shows the effect of rudder deflection on yawing moment coefficient curves with the change in equilibrium sideslip angle. If the airplane exhibits static directional stability with rudder lixed, each angle of side- slip requires a particular deflection of the rudder to achieve equilibrium. Rudder-free directional stability will exist when the float angle of the rudder is less than the rudder deflection required for equilibrium. However at high angles of sideslip, the floating tend- ency of the rudder increases. This is illus- trated by the second chart of figure 4.25 where the line of rudder float angle shows a sharp increase at large values of sideslip. If the floating angle of the rudder catches up with the required rudder angle, the, rudder pedal force will decrease to zero and rudder lock will occur. Sideslip angles beyond this point pro- duce a floating angle greater than the required rudder deflection and the rudder tends to float to the limit of deflection. Rudder lock is accompanied by a reversal of pedal force and rudder-free instability will exist. The dorsal fin is a useful addition in this case since it will improve the directional stability at high angles of sideslip. The re- sulting increase in stability requires larger deflections of the rudder to achieve equilibrium at high sideslip and the tendency for rudder lock is reduced. Rudder-free directional stability is appre- ciated by the pilot as the rudder pedal force to maintain a given sideslip. If the rudder pedal force gradient is too low near zero sideslip, it will be difficult to maintain zero sideslip dur- ing various maneuvers. The airplane should NAVWEPS 00-SOT-80 STABIUTY AND CONTROL have a stable rudder pedal feel through the available range of sideslip. DIRECTIONAL CONTROL REQUIRE- MENTS. The control power of the rudder must be adequate to contend with the many unsymmetrical conditions of flight. Gener- ally, there are five conditions of flight which provide the most criticalrequirements of di- ‘rectional control power. The type and mission of the airplane will decide which of these conditions is most important. ADVERSE YAW. When an airplane is rolled into a turn yawing moments are pro- duced which require rudder deflection to main- tain zero sideslip, i.e., coordinate the turn. The usual source of adverse yawing moment is illustrated in figure 4.26. When the airplane shown is subject to a roll to the left, the down- going port wing will experience a new relative wind and an increase in angle of attack. The inclination of the lift vector produces a com- ponent force forward on the downgoing wing. The upgoing starboard wing has its lift in- clined with a component force aft. The re- sulting yawing moment due to rolling motion is in a direction opposite to the roll and is hence “adverse yaw.” The yaw due to roll is primarily a function of the wing lift coefficient and is greatest at high C,. In addition to the yaw due to rolling motion there will be a yawing moment contribution due to control surface deflection. Conventional ailerons usually contribute an adverse yaw while spoilers may contribute a favorable or “proverse” yaw. The high wing airplane with a large vertical tail may encounter an influence from inboard ailerons. Such a con- figuration may induce flow directions at the vertical tail to cause proverse yaw. Since adverse yaw will be greatest at high C, and full deflection of the ailerons, coordi- nating steep turns at low speed may produce a critical requirement for rudder control power. SPIN RECOVERY. In the majority of air- planes, the rudder is the principal control for spin recovery. Powerful control of sideslip at 291
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NAVWEPS 00-807-80 STABILITY AND CONTROL EFFECT OF RUDDER DEFLECTION ON EOlJlLlSRlUM SIDESLIP ANGLE RUDDER DEFLECTION RUDDER LOCK. RUDDER DEFLECTION FLOAT ANGLE / SIDESLIP ANGLE, p + EFFECT DF RUDDER LOCK ON PEDAL FORCE RUDDER LOCK +P w --- DORSAL FIN ADDED Figure 4.25. Directional Control 192
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ADVERSE YAW DUE TO ROLL FORCE FORWARD DOWNGOING PORT WING ,IRPLANE.IN ROLL TO LEFT NAVWEPS 00-8OT-30 STABILITY AND CONTROL \FOR SAKE OF CLARITY. / SLIPSTREAM SWIRL ON THE PROPFLLER POWERED AIRPLANE YAWING MOMENT COEFFICIENT FROM ASYMMETRICAL / THRUST YAWING MOMENT DUE TO ASYMMETRICAL THRUST I I w EQUIVALENT AIRSPEED, KNOTS Figure 4.26. Requirements for Directional Control 293
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NAVWEPS 00-8OT-80 STABILITY AND CONTROL high angles of attack is required to effect re- covery during a spin. Since the effectiveness of the vertical tail is reduced at large angles of attack, the directional control power neces- sary for spin recovery may produce a critical requirement of rudder power. SLIPSTREAM ROTATION. A critical di- rectional control requirement may exist when the propeller powered airplane is at high power and low airspeed. As shown in figure 4.26, the single rotation propeller induces a slipstream swirl which causes a change in flow direction at the vertical tail. The rudder must furnish sufficient control power to balance this condition and achieve zero sideslip. CROSSWIND TAKEOFF AND LANDING. Since the airplane must make a true path down the runway, a crosswind during takeoff or landing will require that the airplane be.con- trolled in a sideslip. The rudder must have sufficient control power to create the required sideslip for the expected crosswinds. ASYMMETRICAL POWER. The design of a multiengine airplane must account for the possibility of an engine failure at low airspeed. The unbalance of thrust from a condition of unsymmetrical power produces a yawing mo- ment dependent upon the thrust unbalance and the lever arm of the force. The deflection of the rudder will create a side force on the tail and contribute a yawing moment to balance the yawing moment due to the unbalance of thrust. Since the yawing moment coefficient from the unbalance of thrust will be greatest at low speed, the critical requirement will be at a low speed with the one critical engine out and the remaining engines at maximum power. Figure 4.26 compares the yawing moment coeflicient for maximum rudder deflec- tion with the yawing moment coefficient for the unbalance of thrust. The intersection of the two lines,determines the minimum speed for directional control, i.e., the lowest speed at which the rudder control moment can equal the moment of unbalanced thrust, It is usually specified that the minimum directional control speed be no greater than 1.2 times the stall 294 Revised January 1965 speed of the airplane in the lightest practical takeoff configuration. This will provide ade- quate directional control for the remaining conditions of flight. Once defined, the minimum directional con- trol speed is not a function of weight, altitude, etc., but is simply the equivalent airspeed (or dynamic pressure). to produce a required yaw- ing moment with the maximum rudder deflec- tion. If the airplane is operated in the critical unbalance of power below the minimum con trol speed, the airplane will yaw uncontrolla- bly into the inoperative engine. In order to regain directional control below the minimum speed certain alternatives exist: reduce power on the operating engines or sacrifice altitude for airspeed. Neither alternative is satisfac- tory if the airplane is in a marginal condition of powered flight so due respect must be given to the minimum control speed. Due to the side force on the vertical tail, a slight bank is necessary to prevent turning flight at zero sideslip. The inoperative engine will be raised and the inclined wing lift will provide a component of force to balance the 1 side force on the tail. In each of the critical conditions of required directional control, high directional stability is desirable as it will reduce the displacement of the aircraft from any disturbing influence. Of course, directional control must he sufficient to attain zero sideslip. The critical control requirement for the multiengine airplane is the condition of asymmetrical power since spinning is not common to this type of airplane. The single engine propeller airplane may have either the spin recovery or the slipstream rota- tion as a critical design condition. The single engine jet airplane may have a variety of critical items but the spin recovery require- ment usually predominates. LATERAL STABILITY AND CONTROL LATERAL STABILITY The static lateral stability of an airplane involves consideration of rolling moments due
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to sideslip. If an airplane has favorable rolling moment due to sideslip, a lateral displacement from wing level flight produces sideslip and the sideslip creates rolling moments tending to return the airplane to wing level flight. By this action, static lateral stability will be evident. Of course, a sideslip will produce yawing moments depending on the nature of the static directional stability but the consid- rations of static lateral stability will involve only the ‘relationship of rolling moments and sideslip. DEFINITIONS. The axis system of an airplane defines a positive rolling, L, as a moment about the longitudinal axis which tends to rotate the right wing down. As in other aerodynamic considerations, it is con- venient to consider rolling moments in the coefficient form so that lateral stability can be evaluated independent of weight, altitude, speeds, etc. The rolling moment, L, is defined in the coeflicient form by the following equa- tion : or L=C,qSb * +I 0 where L=rolling moment, ft.-lbs., positive to the right 4 = dynamic pressure, psf. S=wing area, sq. ft. b = wingspan, ft. C,=rolling moment coeflicient, positive to the right The angle of sideslip, 8, has been defined previously as the angle between the airplane centerline and the relative wind and is positive when the relative wind is to the right of the centerline. The static lateral stability of an airplane can be illustrated by a graph of rolling moment coefficient, Cl, versus sideslip angle, 8, such as shown in figure 4.27. When the airplane is subject to a positive sideslip angle, lateral stability will be evident if a negative rolling NAVWEPS 00-8OT-80 STABILITY AND COI’ITROL moment coefficient results. Thus, when the relative wind comes from the right (+-a>, a rolling moment to the left (-Cl> should be created which tends to roll the airplane to the left. Lateral stability will exist when the curve of C1 versus p has a negative slope and the degree of stability will be a function of the slope of this curve. If the slope of the curve is zero, neutral lateral stability exists; if the slope is positive lateral instability is present. It is desirable to have lateral stability or favorable roll due to sideslip. However, the required magnitude of lateral stability is deter- mined by many factors. Excessive roll due to sideslip complicates crosswind takeoff and landing and may lead to undesirable oscil- latory coupling with the directional motion of the airplane. In addition, a high lateral sta- bility may combine with adverse yaw to hinder rolling performance. Generally, favorable han- dling qualities are obtained with a relatively light-or weak positive-lateral stability. CONTRIBUTION OF THE AIRPLANE COMPONENTS. In order to appreciate the development of lateral stability in an airplane, each of the contribution components must be inspected. Of course, there will be interference between the components which will alter the contribution to stability of each component on the airplane. The principal surface contributing to the lateral stability of an airplane is the wing. The effect of the geometric dihedral of a wing is a powerful contribution to lateral stability. As shown in figure 4.28, a wing with dihedral will develop stable rolling moments with sideslip. If the relative wind comes from the side, the wing into the wind is subject to an increase in angle of attack and develops an increase in lift. The wing away from the wind. is subject to a decrease in angle of attack and develops a de- crease in lift. The changes in lift effect a rolling moment tending to raise the windward wing hence dihedral contributes a stable roll due to sideslip. 295
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NAVWEPS DD-8OT-80 STABILITY AND CONTROL RELATIVE WIND +L, ROLLING MOMENT ROLLING MOMENT COEFFICIENT UNSTABLE 7, -I TABLE ROLL DUE TO SIDESLIP SIDESLIP ANGLE, /3 NEUTRAL Figure 4.27. Static Lateral Stability 296
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NAVWEPS CID-8OT-80 STABILITY AND CONTROL EFFECT OF DlilEDRAL EFFECTIVE INCREASE IN --SE IN LIFT DUE TO SIDESLIP EFFECT OF SWEEPBACK R~~;~~~p CONTRIBUTION OF VERTICAL TAIL SIDESLIP CONTRIBUTES ROLLING MOMENT Figure 4.28. Contribution of Components to Lateral Stability 297
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NAVWEPS OO-BOT-80 STABILITY AND CONTROL Since wing dihedral is so powerful in pro- ducing lateral stability it is taken as a common denominator of the lateral stability contribu- tion of all other components. Generally, the contribution of wing position, flaps, power, etc., is expressed as an equivalent amount of “effective dihedral” or “dihedral effect.” The contribution of the fadage alone is usually quite small depending on the location of the resultant aerodynamic side force on the fuselage. However, the effect of the wing- fuselage-tail combination is significant since the vertical placement of the wing on the fuse- lage can greatly affect the stability of the com- bination. A wing located at the mid wing position will generally exhibit a dihedral effect no different from that of the wing alone. A low wing location on the fuselage may con- tribute an effect equivalent to 3’ or 4’ of nega- tive dihedral while a high wing location may contribute a positive dihedral of 2’ or 3’. The magnitude of dihedral effect contributed by vertical position of the wing is large and may necessitate a noticeable dihedral angle for the low wing configuration. The contribution of wccpback to dihedral ef- fect is important because of the nature of the contribution. As shown in figure 4.28, the swept wing in a sideslip has the wing into wind operating with an effective decrease in sweepback while the wing out of the wind is operating with an effective increase in sweepback. If the wing is at a positive lift coefficient, the wing into the wind has less sweep and an increase in lift and the wing out of the wind has more sweep and a decrease in lift. In this manner the swept back wing would contribute a positive dihedral effect and the swept forward wing would contribute a negative dihedral effect. The unusual nature of the contribution of sweepback to dihedral effect is that the con- tribution is proportional to the wing lift coefficient as well as the angle of sweepback. It should be clear that the swept wing at zero lift will provide no roll due to sideslip since there is no wing lift to change. Thus, the dihedral effect due to sweepback is zero at zero lift and increases directly with wing lift coefficient. When the demands of high speed flight require a large amount of sweepback, the resulting configuration may have an excessive- ly high dihedral effect at low speeds (high CL) while the dihedral effect may be satisfactory in normal flight (low or medium C,). The vertical tail of modern configurations can provide a sign&ant-and, at times, un- desirable-contribution to the effective dihe- dral. If the vertical tail is large, the side force produced by sideslip may produce a noticeable rolling moment as well as the important yaw- ing moment contribution. Such an effect is usually small for the conventional airplane configuration but the modern high speed airplane configuration induces this effect to a great magnitude. It is difficult then to obtain a large vertical tail contribution to directional stability without incurring an additional con- tribution to dihedral effect. The amount of effective dihedral necessary to produce satisfactory flying qualities varies greatly with the type and purpose of the air- plane. Generally, the effective dihedral should not be too great since high roll due to side- slip can create certain problems. Excessive dihedral effect can lead to “Dutch roll,” difficult rudder coordination in rolling maneu- vers, or place extreme demands for lateral control power during crosswind takeoff and landing. Of course, the effective dihedral should not be negative during the predominat- ing conditions of flight, e.g., cruise, high speed, etc. If the airplane demonstrates satis- factory dihedral effect for these conditions of flight, certain exceptions can be considered when the airplane is in the takeoff and landing configuration. Since the effects of flaps and power are destablizing and reduce the dihedral effect, a certain amount of negative dihedral effect may be possible due to these sources. The deflection of flaps causes the inboard sections of the wing to become relatively more 298
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effective and these sections have a small spanwise moment arm. Therefore, the changes in wing lift due to sideslip occur closer in- board and the dihedral effect is reduced. The effect of power on dihedral effect is negligible for the jet airplane but considerable for the propeller driven airplane. The propeller slip- stream at high power and low airspeed makes the inboard wing sections much more effective and reduces the dihedral effect. The reduction in dihedral effect is most critical when the flap and power effects are combined, e.g., the propeller driven airplane in the power approach or waveoff. With certain exceptions during the condi- tions of landing and takeoff, the dihedral effect or lateral stability should be positive but light. The problems created by excessive dihedral effect are considerable and difficult to contend with. Lateral stability will be evident to a pilot by stick forces and displace- ments required to maintain sideslip. Positive stick force stability will be evident by stick forces required in the direction of the controlled sideslip. LATERAL DYNAMIC EFFECTS Previous discussion has separated the lateral and directional response of the airplane to sideslip. This separation is convenient for detailed study of each the airplane static lateral stability and the airplane static direc- tional stability. However, when the airplane in free flight is placed in a sideslip, the lateral and directional response will be coupled, i.e., simultaneously the airplane produces rolling moment due to sideslip and yawing moment due to sideslip. Thus, the lateral dynamic motion of the airplane in free flight must consider the coupling or interaction of the lateral and directional effects. The principal effects which determine the lateral dynamic characteristics of an airplane are : (1) Rolling moment due to sideslip or dihedral effect (lateral stability). NAVWEPS, OO-ROT-80 STABILITY AND CONTROL (2) Yawing moment due to sideslip or static directional stability. (3) Yawing moment due to rolling veloc- ity or the adverse (or proverse) yaw. (4) Rolling moment due to yawing ve- locity-a cross effect similar to (3). If the aircraft has a yawing motion to the right, the left wing will move forward faster and momentarily develop more lift than the right and cause a rolling moment to the right. (3) Aerodynamic side force due to side- slip. (6) Rolling moment due to rolling ve- locity or damping in roll. (7) Yawing moment due yawing velocity or damping in yaw. (8) The moments of inertia of the air- plane about the roll and yaw axes. The complex interaction of these effects pro- duces three possible types of motion of the airplane: (a) a directional divergence, (b) a spiral divergence, and (c) an oscillatory mode termed Dutch roll. Directional divergence is a condition which cannot be tolerated. If the reaction to a small initial sideslip is such as to create moments which tend to increase the sideslip, directional divergence will exist. The sideslip would in- crease until the airplane is broadside to the wind or structural failure occurs. Of course, increasing the static directional stability re- duces the tendency for directional divergence. Spiral divergence will exist when the static directional stability is very large when com- pared with the dihedral effect. The character of spiral divergence is by no means violent, The airplane, when disturbed from the equilib- rium of level flight, begins a slow spiral which gradually increases to a spiral dive. When a small sideslip is introduced, the strong direc- tional stability tends to restore the nose into the wind while the relatively weak dihedral effect lags in restoring the airplane laterally, In the usual case, the rate of divergence in the 299
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NAVWEPS DGROT-50 STABBITY AND CONTROL spiral motion is so gradual that the pilot can control the tendency without difficulty. Dutch roll is a coupled lateral-directional oscillation which is usually dynamically stable but is objectionable because of the oscillatory nature. The damping of this oscillatory mode may be weak or strong depending on the prop- erties of the airplane. The response of the air- plane to a disturbance from equilibrium is a combined rolling-yawing oscillation in which the rolling motion is phased to precede the yawing motion. Such a motion is quite unde- sirable because of the great havoc it would create with a bomb, rocket, or gun platform. Generally, Dutch roll will occur when the dihedral effect is large when compared to static directional stability. Unfortunately, Dutch roll will exist for relative magnitudes of dihe- dral effect and static directional stability be- tween the limiting conditions for directional divergence and spiral divergence. When the dihedral effect is large in comparison with static directional stability, the Dutch roll motion has weak damping and is objectionable. When the static directional stability is strong in comparison with the dihedral effect, the Dutch roll motion has such heavy damping that it is not objectionable. However, these qualities tend toward spiral divergence. The choice is then the least of three evils. Directional divergence cannot be tolerated, Dutch roll is objectionable, and spiral diver- gence is tolerable if the rate of divergence is low. For this reason the dihedral effect should be no more than that required for satisfactory lateral stability. If the static directional sta- bility is made adequate to prevent objection- able Dutch roll, this will automatically be sufficient to prevent directional divergence, Since the more important handling qualities are a result of high static directional stability and minimum necessary dihedral effect, most airplanes demonstrate a mild spiral tendency. As previously mentioned, a weak spiral tend- ency is of little concern to the pilot and cer- tainly preferable to Dutch roll. The contribution of sweepback to the lateral dynamics of an airplane is significant. Since the dihedral effect from sweepback is a function of lift coefficient, the dynamic characteristics may vary throughout the flight speed range. When the swept wing airplane is at low C,, the dihedral effect is small and the spiral tendency may be apparent. When the swept wing air- plane is at high C,, the dihedral effect is in- creased and the Dutch Roll oscillatory tendency is increased. An additional oscillatory mode is possible in the lateral dynamic effects with the rudder free and the mode is termed a “snaking” oscil- lation. This yawing oscillation is greatly affected by the aerodynamic balance of the rudder and requires careful consideration in design to prevent light or unstable damping of the oscillation. CONTROL IN ROLL The lateral control of an airplane is ac- complished by producing differential lift on the wings. The rolling, moment created by the differential lift can be used to accelerate the airplane to some rolling motion or control the airplane in a sideslip by opposing dihedral effect. The differential lift for control in roll is usually obtained by some type of ailerons or spoilers. ROLLING MOTION OF AN AIRPLANE. / When an airplane is given a rolling motion in flight, the wing tips move in a helical path through the air. As shown in figure 4.29, a rolling velocity to the right gives the right wing tip a downward velocity component and the left wing tip an upward velocity com- ponent. By inspection of the motion of the left wing tip, the velocity of the tip due to roll combines with the airplane flight path velocity to define the resultants motion. The resulting angle between the flight path vector and the resultant path of the tip is the helix angle of roll. From the trigonometry of small angles, the helix angle of roll can be defined as:
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Roll helix angle=&; (radians) where p=rate of roll, radians per second 6=wing span, ft. V=airplane flight velocity, ft. per sec. and, one radian=S7.3 degrees pb Generally, the maximum values of rVobtained by control in roll are approximately 0.1 to 0.07. The helix angle of roll, $i, is, actually a com- mon denominator of rolling performance. The deflection of the lateral control surfaces creates the differential lift and the rolling moment to accelerate the airplane in roll. The roll rate increases until an equal and opposite moment is created by the resistance to rolling motion or “damping in roll.” The second illustration of figure 4.29 defines the source of the damping in roll. When the airplane is given a rolling velocity to the right, the downgoing wing experiences an increase in angle of attack due to the helix angle of roll. Of course, the upgoing wing experiences a decrease in angle of attack. In flight at angles of attack less than that for maximum lift, the downgoing wing experiences an increase in lift and the upgoing wing experiences a de- crease in lift and a rolling moment is developed which opposes the rolling motion. Thus, the steady state rolling motion occurs when the damping moment equals the control moment. The response of the airplane to aileron deflec- tion is shown by the time history diagram of figure 4.29. When the airplane is restrained so that pure rolling motion is obtained, the initial response to an aileron deflection is a steady increase in roll rate. As the roll rate increases so does the damping moment and the roll acceleration decreases. Finally, the damping moment approaches the control mo- ment and a steady state roll rate is achieved. NAVWEPS 00-6OT-60 STABILITY AND CONTROL If the airplane is unrestrained and sideslip is allowed, the affect of the directional stability and dihedral effect can be appreciated. The conventional airplane will develop adverse yawing moments due to aileron deflection and rolling motio6. Adverse yaw tends to produce yawing displacements and sideslip but this is resisted by the directional stability of the air- plane. If adverse yaw produces sideslip, di- hedral effect creates a rolling moment opposing the roll and tends to reduce the roll rate. The typical transient motions (A) and (B) of the time history diagram of figure 4.29 show that high directional stability with low dihedral effect is the preferable combination. Such a combination provides an airplane which has no extreme requirement of coordinating aileron and rudder in order to achieve satisfactory rolling performance. While the coupled mo- tion of the airplane in roll is important, further discussion of lateral control will be directed to pure uncoupled rolling performance. ROLLING PERFORMANCE. The required rolling performance of an airplane is generally specified as certain necessary values of the roll 1 helix angle, &I$ However, in certain condi- tions of flight, it may be more appropriate to specify minimum times for the airplane to accelerate through a given angle of roll. Usually, the maximum value of 2% should be on the order of 0.10. Of course, fighters and attack airplanes have a more specific require- ment for high rolling performance and 0.09 Pb may be considered a minimum necessary 2v. Patrol, transport, and bomberairplaneshaveless requirement for high rolling performance and a Pb 2-V of 0.07 may be adequate for these types. The ailerons or spoilers must be powerful Pb enough to provide the required rV’ While the size and effectiveness of the lateral control devices is important, consideration must be 301 Revised January 1965
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NAVWEPS OO-80T-80 STABILITY AND CONTROL HELIX ANGLE OF ROLL IP VELOCITY,$ RCUING VELOCITY, P TIP VELOCITY WE TO ROLL RESULTANT PATH ( RADIANS 1 DAMPING IN ROLL STARBOARD WING AIRPLANE RESPONSE TO AILERON DEFLECTION PIRPLANE RESTRAINED TO ROLLING MOTION ONLY ------(A) HIGH DlRECTlCNAL STABILITY m DIHEDRAL EFFECT AIRPLANE UNRESTRAINED \ AND FREE TO SIDESLIP \ (RUDDER FIXED) ( B ) LOW DIRECTIONAL STABIUTY .---A HIGH MHEDRAL EFFECT w TIME, SECONDS Figure 4.29. Rolling Performance 302
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given to the airplane size. For geometrically similar airplanes, a certain deflection of the I!!. ailerons will produce a fixed value of zlr mde- pendent of the airplane size. However, the roll rate of the geometrically similar airplanes at a given speed will vary inversely with the span, b. If Pb - ~-constant p=(constant) 7 ( ) Thus, the smaller airplane will have an ad- vantage in roll rate or in time to accelerate through a prescribed angle of roll. For ex- ample, a one-half scale airplane will develop twice the rate of roll of the full scale airplane. This relationship points to the favor of the small, short span airplane for achieving high roll performance. An important variable affecting the rate of roll is the true airspeed or flight velocity, V. If a certain deflection of the ailerons creates a Pb specific value of -7 the rate of roll varies 2V directly with the true airspeed. Thus, if the roll helix angle is held constant, the rate of roll at a particular true airspeed will not be affected by altitude. The linear variation of roll rate with airspeed points out the fact that high roll rates will require high airspeeds. The low roll rates at low airspeeds are simply a consequence of the low flight speed and this condition may provide a critical lateral con- trol requirement for satisfactory handling qualities. Figure 4.30 illustrates the typical rolling paformance of a low speed airplane. When the ailerons are at full deflection, the maximum roll helix angle is obtained. The rate of roll increases linearly with speed until the control forces increase to limit of pilot effort and full control deflection cannot be maintained. Past NAVWEPS OO-BOT-BO STABILIJY AND CONTROL the critical speed, with some limited amount of force applied by the pilot (usually the limit of lateral force is assumed to be 30 lbs.), the Pb ailerons cannot be held at full deflection, ~~ drops, and rate of roll decreases. In this exam- ple, the rolling performance at high speeds is limited by the ability of the pilot to maintain full deflection of the controls. In an effort to reduce the aileron hinge moments and control forces, extensive application is made of aerody- namic balance and various tab devices. How- ever, 100 percent aerodynamic balance is not always feasible or practical but a sufficient Pb value of - must be maintained at high speeds. ZV Rather than developing an extensive weight lifting program mandatory for all Naval Aviators, mechanical assistance in lateral con- trol can be provided. If a power boost is provided for the lateral control system, the rolling performance of the airplane may be extended to higher speeds since pilot effort will not be a limiting factor. The effect of a power boost is denoted by the dashed line extensions of figure 4.30. A full powered, irreversible lateral control system is common for high speed airplanes. In the power oper- ated system there is no immediate limit to the deflection of the control surfaces and none of the aberrations in hinge moments due to com- pressibility are fed back to the pilot. Control forces are provided by the stick centering lateral bungee or spring. A problem particular to the high speed is due to the interaction of aerodynamic forces and the elastic deflections of the wing in torsion. The deflection of ailerons creates twisting moments on the wing which can cause significant torsional deflections of the wing. At the low dynamic pressures of low flight speeds, the twisting moments and twisting deflections are too small to be of importance. However, at high dynamic pressures, the deflection of an aileron creates significant 303
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NAVWEPS 00-807-80 STABILITY AND CONTROL P, RAl ^, r%“LL O/SEC. 0 ,/ <EiECT 0 OF ADDED POWER BOOST V. KNOTS 4 ROLL .lD HELIX ANGLE pb TT - V, KNOTS A AILERON ----- DEFLECTlON 8, V.KNOTS SPEED CORRESPONDING TO LIMIT OF PILOT EFFORT TO MAINTAIN MAXIMUM DEFLECTION A (3 z 3 is 1.0 0 c 5 ELASTIC WING TWISTING REVERSAL Figure 4.30. Control in Roll 304
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twisting deflections which reduce the effec- tiveness of the aileron, e.g., downward deflec- tion of an aileron creates a nose down twist of the wing which reduces the rolling moment due to aileron deflection. At very high speeds, the torsional deflection of the wing may be so great than a rolling moment is created opposite to the direction controlled and “aile- ron reversal” occurs. Prior to the speed for aileron reversal, a serious loss of roll helix angle may be encountered. The effect of this aeroelastic phenomenon on rolling perform- ance is illustrated in figure 4.30. To counter the undesirable inceractiuo be- tween aerodynamic forces and wing torsional deflections, the trailing edge ailerons may be moved inboard to reduce the portion of the span subjected to twisting moments. Of course, the short span, highly tapered wing planform is favorable for providing relatively high stiffness. In addition, various configura- tions of spoilers may be capabIe of producing the required rolling performance without the development of large twisting moments. CRITICAL REQUIREMENTS, The critical conditions for requiring adequate lateral con- trol power may occur at either high speed or low speed depending on the airplane configura- tion and intended use. In transonic and super- sonic flight, compressibility effects tend to reduce the effectiveness of lateral control de- vices to produce required roll helix angles. These effects are most significant when com- bined with a loss of control effectiveness due to aeroelastic effects. Airplanes designed for high speed flight must maintain suflicient lateral control effectiveness at the design dive speed and this is usually the predominating requirement. During landing and takeoff, the airplane must have adequate lateral control power to contend with the ordinary conditions of flight. The lateral controls must be capable of achiev- ing required roll helix angles and acceleration through prescribed roll dispIacements. Also, the airplane must be capable of being con- NAVWEPS OO-UOT-80 STABILITY AND CONTROL trolled in a sideslip to accomplish crosswind takeoff and landing. The lateral control dur- ing crosswind takeoff and landing is a par- ticular problem when the dihedral effect is high. Since the sweepback contributes a large dihedral effect at high lift coefficients, the problem is most important for the airplane with considerable sweepback. The limiting crosswind components must be given due re- spect especially when the airplane is at low gross weight. At low gross weight the speci- fied takeoff and landing speeds will be low and the controlled angle of sideslip will be largest for a given crosswind velocity. MISCELLANEOUS STABILITY PROBLEMS There are several general problems of flying which involve certain principles of stability as well as specific areas of longitudinal, direc- tional and lateral stability. Various condi- tions of flight will exist in which certain problems of stability (or instability) are un- avoidable for some reason or another. any of the following items deserve consideration because of the possible unsafe condition of flight and the contribution to an aircraft accident. LANDING GEAR CONFIGURATIONS There are three general configurations for the aircraft landing gear: the tricycle, bicycle, and “conventional” tail wheel arrangement. At low rolling speeds where the airplane aerody- namic forces are negligible, the “control-fixed” static stability of each of these configurations is determined by the side force characteristics of the tires and is not a significant problem. The instability which allows ground loops in an aircraft with a conventional tail wheel landing gear is quite basic and can be appre- ciated from the illustration of figure 4.31. Cen- trifugal force produced by a turn must be balanced and the aircraft placed in equilibrium. The greatest side force is produced at the main wheels but to achieve equilibrium with the
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NAVWEPS oo-SOT-80 STABILITY AND CONTROL - “CONVENTIONAL’ TAIL WHEEL CONFIGURATION SIDE FORCE ON MAIN WHEELS CENTRIFUGAL FORCE TRICYCLE \\ CONFIGURATION --BALANCING NOSE WHEEL SIDE FORCE CENTRIFUGAL FORCE BICYCLE CONFIGURATION FORCE Figure 4.31. Landing Gear Configurations
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center of gravity aft of the main wheels a bal- ancing load on the tail wheel must be produced toward the center of turn. When the tail wheel is free to swivel, the equilibrium of the turn requires a control force opposite to the direction of turn-i.e.. control force insta- bility. The inherent stability problem exists because the center of gravity is aft of the point where the main side forces are developed. This condition is analogous to the case of static longitudinal stability with the center of gravity aft of the neutral point. The conventional tail wheel configuration has this basic instability or ground loop tend- ency which must be stabilized by the pilot. At high rolling speeds where aerodynamic forces are significant, the aerodynamic direc- tional stability of the airplane resists the ground looping tendency. The most likely times for a ground loop exist when rolling speeds are not high enough to provide a con- tribution of the aerodyhamic forces. When the tail wheel is free to swivel or when the normal force on the tail wheel is small, lack of pilot attention can allow the ground loop to take place. The tricycle landing gear configuration has an inherent stability d,ue to the relative posi- tion of the main wheels and the center of gravity. Centrifugal force produced by a turn is balanced by the side force on the main wheels and a side force on the nose wheel in the direction of turn. Note that the freeing the nose wheel to swivel produces moments which bring the aircraft out of the turn. Thus, the tricycle configuration has a basic stability which.is given evidence by control displace- ment and a wheel side force in the direction of turn. Because of the contrast in stability, the tricycle configuration is much less difficult to maneuver than the tail wheel configuration and does not provide an inherent ground loop tendency. However, a steerable nose wheel is usually necessary to provide satisfactory maneuvering capabilities. NAVWEPS DD-BDT-80 STABILITY AND CONTROL The bicycle configuration of landing gear has stability characteristics more like the automobile. If directional control is ac- complished with the front wheels operated by power controls, no stability problem exists at low speeds. A problem can exist when the airplane is at high speeds because of a distribu- tion of normal force being different from the ordinary static weight distribution. If the airplane is held onto the runway at speeds well above the normal takeoff and landing speeds, the front wheels carry a greater than ordinary amount of normal force and a tend- ency for instability exists. However, at these same high speeds the rudder is quite powerful and the condition is usually well within control. The basically stable nature of the tricycle and bicycle landing gear configurations is best appreciated by the ease of control and ground maneuvering of the airplane. Operation of a conventional tail wheel configuration after considerable experience with tricycle cohfigu- rations requires careful consideration af the stability that must be furnished by the pilot during ground maneuvering. SPINS AND PROBLEMS OP SPIN RECOVERY The motion of an airplane in a spin can involve many complex aerodynamic and in- ertia forces and moments. However, there are certain fundamental relationships regarding spins and spin recoveries with which all aviators should be familiar. The spin differs from a spiral dive in that the spin always involves flight at high angle of attack while the spiral dive involves a spiral motion of the airplane at relatively low angle of attack. The stall characteristics and stability of the airplane at high lift coefficients are im- portant in the initial tendencies of the airplane. As previously mentioned, it is desirable to have the wing initiate stall at the root first rather than tip first. Such a stall pattern prevents the undesirable rolling moments at high lift coeGients, provides suitable stall
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warning, and preserves lateral control effec- tiveness at high angles of attack. Also, the airplane must maintain positive static longi- tudinal stability at high lift coe&ients and should demonstrate satisfactory stall recovery characteristics. In order to visualize the principal effects of an airplane entering a spin, suppose the air- plane is subjected to the rolling and yawing velocities shown in figure 4.32. The yawing velocity to the right tends to produce higher local velocities on the left wing than on the right wing. The rolling velocity tends to increase the angle of attack for the downgoing right wing (a,) and. decrease the angle of attack for the upgoing left wing (al). At airplane angles of attack below the stall this relationship produces roll due to yaw, damping in roll, etc., and some related motion of the airplane in unstalled flight. However, at angles of attack above the stall, important changes take place in the aerodynamic char- acteristics. Figure 4.32 illustrates the aerodynamic characteristics typical of a conventional air- plane configuration, i.e., moderate or high aspect ratio and little-if any-sweepback. Ifs this airplane is provided a rolling displace- ment when at some angle of attack above the stall, the upgoing wing experiences a decrease in angle of attack with a correspond- ing increase in C, and decrease in C,,. In other words, the upgoing wing becomes less stalled. Similarly, the downgoing wing experiences an increase in angle of attack with a corre- sponding decrease in CL and increase in CD. Es- sentially, the downgoing wing becomes more stalled. Thus, the rolling motion is aided rather than resisted and a yawing moment is produced in the direction of roll. At angles of attack below stall the rolling motion is resisted by damping in roll and adverse yaw is usually present. At angles of attack above the stall, the damping in roll is negative and a rolling motion produces a rolling moment in the direction of the roll. This negative NAVWEPS OO-BOY-BO STABIUTY AND CoMml damping in roll is generally referred to as “autorotation.” When the conventional airplane is stalk4 and some rolling-yawing displacement takes place, the resulting autotiotation rolling mo- ments and yawing moments start the airplane into a self-sustaining rolling-yawing motion. The autorotation rolling and yawing tenden- cies of the airplane at high angles of attack are the principal prospin moments of the conventional airplane configuration and these tendencies accelerate the airplane into the spin until some limiting condition exists. The stabilized spin is not necessaray a simple steady vertical spiral but may involve some coupled unsteady oscillatory motion. An important characteristic of the mote conventional airplane configuration is that the spin shows a predominating contribution of the autorotation tendency. Generally, the conventional configuration has a spin motion which is primarily rolling with moderate yaw. High directional stability is favorable since it will limit or minimize the yaw displacement of the spinning airplane. The fundamental requirement of the spin is that the airplane be placed at an excessive angle of attack to produce the autorotation rolling and yawing tendencies. Generally speaking, the conventional airplane must be stalled .before a spin can take place. This relationship establishes a fundamental p&r- ciple of recovery-the airplane must be un- stalled by decreasing the wing angle of attack. The most dfective procedure for the conven- tional configuration is to use opposite rudder to stop the sideslip, then lower the angle of attack with the elevators. With sufficient rudder power this procedure will produce a positive recovery with a minimum loss of altitude. Care should be taken during pullout from the ensuing dive to prevent excessive angle of attack and entry into another spin. It should be appreciated that a spin is always a possible corollary of a stall and the self- sustaining motion of a spin will take place at
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NAVWEPS OO-BOT-80 STABILITY AND CONTROL YAWING VELOCITY ROLLING VELOCITY AERODYNAMIC CHARACTERISTICS TYPICAL OF AERODYNAMIC CHARACTERISTICS TYPICAL OF A CONVENTIONAL CONFIGURATION A CONVENTIONAL CONFIGURATION I--- I--- STALL STALL CL CL AND AND CD CD I 0, ANGLE OF ATTACK QL OR t TYPICAL Q’ . ..I,.” cncrn lr H “lU” a-LL” A CD AERODYNAMIC CHARACTERISTICS co NFIGURATION I a, ANGLE OF ATTACK OL aR Figure 4.32. Spin Characteristics 310
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excessive angles of attack. Of course, a low speed airplane could be: designed to be spin- proof by making it stallproof. By limiting the amount of control deflection, the airplane may not have the longitudinal control power to trim to maximum lift angle of attack. Such a provision may be possible for certain light planes and commercial aircraft but would create an unrealistic and impractical limita- tion on the utility of a military airplane. The modern high speed airplane configura- tion is typified by low aspect ratio, swept wing planforms with relatively large yaw and pitch inertia. The aerodynamic characteristics of such a configuration are shown in figure 4.32. The lift curve (C, versus U) is quite shallow at high angles of attack and maximum lift is not clearly defined. When this type of airplane is provided a rolling motion at high angles of attack, relatively small changes in C, take place. When this effect is combined with the relatively short span of this type airplane, it is apparent that the wing autorotation contribu- tion will be quite weak and will not be a pre- dominating pro-spin moment. The relatively large changes in drag coefficient with rolling motion imply .a predominance of yaw for the spin of the high speed airplane configuration. Actually, various other factors contribute to the predominating yaw tendency for the spin of the modern airplane configuration. The static directional stability deteriorates at high angles of attack and may be so weak that extemely large yaw displacements result. In certain instances, very high angles of attack may bring such a decay in directional stability that a “slice” or extreme yaw displacement takes place before a true spin is apparent. At these high angles of attack, the adverse yaw due to roll and aileron deflection can be very strong and create large yaw displacements of the airplane prior to realizing a stall. The aircraft with the relatively large, long fuselage can exhibit a significant moment con- tribution from the fuselage alone. The cross flow pattern on the fuselage at high angles of NAWWEPS DO-BOT-BO STABILITY AND CONTROL attack is capable of producing pro-spin mo- ments of considerable magnitude which con- tribute to the self-sustaining nature of the spin. Also, the large distributed mass of the fuselage in rolling-yawing rotation contributes to inertia moments which flatten the spin and place the aircraft at extreme angles of attack. The spin recovery of the modern high speed airplane involves principles which are similar to those of the spin recovery of the conven- tional airplane. However, the nature of the spin for the modern configuration may involve specific differences in technique necessary to reduce the sideslip and angle of attack. The use of opposite rudder to control the sideslip and effect recovery will depend on the effective- ness of the rudder when the airplane is in the spin. At high positive angles of attack and high sideslip the rudder effectiveness may be reduced and additional anti-spin moments must be provided for rapid recovery. The deflection of ailerons into the spin reduces the autorota- tion rolling moment and can produce adverse yaw to aid the rudder yawing moment in effecting recovery. There may be many other specific differences in the technique necessary to effect spin re- covery . The effectiveness of the rudder during recovery may be altered by the position of elevators or horizontal tail. Generally, full aft stick may be necessary during the initial phase of recovery to increase the effectiveness of the rudder. The use of power during the spin recovery of a propeller powered airplane may or may not aid recovery depending on the specific airplane and the particular nature of the slipstream effects. The use of power during the spin recovery of a jet powered airplane induces no significant or helpful flow but does offer the possibility of a severe compressor stall and adverse gyroscopic moments. Since the airplane is at high angle of attack and sideslip, the flow at the inlet may be very poor and the staI1 limits considerably reduced. These items serve to point out possible dif- ferences in technique required for various con- figurations. The spin recovery specific for 31.1
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NAVWEPS woT-80 STABILITY AND CONTROL -UNSTABLE I v w CL PITCH-UP NEUTRAL SEPARATION OR STALLTIP FIRST RD SHIFT OF VORTEX INCREASE IN LOCAL DDWNWAM AT TAIL : : 4b FUSELAGE CROSS- FLOW SEPARATION VORTICES INCREASE LOCAL DOWNWASH AT TAIL Figure 4.33. Pitch-up 312
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each airplane is outlined in the pilot’s hand- book and it is impcrativc that the specific tech- nique be followed for successful recovery. PITCH-UP The term of “pitch-up” generally applies to the static longitudinal instability encountered by certain configurations at high angle of attack. The condition of pitch-up is illustrated by the graph of CM versus C, in figure 4.33. Positive static longitudinal stability is evident at low values of Cs by the negative slope of the curve. At higher values of Cs the curve changes to a positive slope and large positive pitching moments are developed. This sort of in- stability implies that an increase in angle of attack produces nose up moments which tend to bring about further increases in angle of attack hence the term “pitch-up” is applied. There are several items which may con- tribute to a pitch-up tendency. Sweepback of the wing planform can contribute unstable moments when separation or stall occurs at the tips first. The combination of sweepback and taper alters the lift distribution to produce high local lift coefficients and low energy boundary layer near the tip. Thus, the tip stall is an inherent tendency of such a plan- form. In addition, if high local lift coefficients exist near the tip, the tendency will be to incur the shock induced separation first in these areas. Generally, the wing will contribute to pitch-up only when there is large sweepback. Of course, the wing is not the only item con- tributing to the longitudinal stability of the airplane. Another item important as a source of pitch-up is the downwash at the horizontal tail. The contribution of the tail to stability depends on the change in tail lift when the air- plane is given a change in angle of attack. Since the downwash at the tail reduces the change in angle of attack at the tail, any in- crease in downwash at the tail is destabilizing. For certain low aspect ratio airplane configura- tions, an increase in airplane angle of attack may physically locate the horizontal tail in NAWEPS DD-EDT-89 STABILITY AND CQNROL the wing flow field where higher relative downwash exists. Thus, a decrease in stability would take place. Certain changes in the flow field behind the wing at high angles of attack can produce large changes in the tail contribution to stability. If the wing tips stall first, the vortices shift in- board and increase the local downwash at the tail for a given airplane C,. Also, the fusel~age at high angle of attack can produce strong cross flow separation vortices which increase the local downwash for a horizontal tail placed above the fuselage. Either one or a combiua- tion of these downwash influences may provide a large unstable contribution of the horizontal tail. The pitch-up instability is usually conlined to the high angle of attack range and may be a consequence of a configuration that otherwise has very desirable flying qualities. In such a case it would be necessary to provide some automatic control function to prevent entry into the pitch-up range or to provide synthetic stability for the condition. Since the pitch-up is usually a strong instability with a high1 rate of divergence, most pilots would not be capable of contending with the condition. At high 4, pitch-up would be of great danger in that structural failure could easily result. At low q, failing flight loads may not result but the strong instability may preclude a successful recovery from the ensuing motion of the, air- plane. EFFFCTS OF HIGH MACH NUMBFB Certain stability problems are particular to supersonic flight. While most of the problem areas have been treated in particular in previous discussion, it is worthwhile to review the effects of supersonic flight on the various items of stability. The static longitudinal stability of an air- plane increases during the transition from sub- sonic to supersonic flight. Usually the prin- cipal source of the change in stability is due to the shift of the wing aerodynamic center with
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NAVWEPS oo-s01-80 STABILITY AND CONTROL Mach number. As a corollary of this increase in stability is a decrease in controllability and an increase in trim drag. The static directional stability of an air- plane decreases with Mach number in super- sonic flight. The influence of the fuselage and the decrease in vertical tail lift curve slope bring about this condition. The dynamic stability of the airplane generally deteriorates with Mach number in supersonic flight. Since a large part of the damping depends on the tail surfaces, the decrease in lift curve slope with Mach number will account in part for the decrease in damp ing. Of course, all principal motions of the aircraft must have satisfactory damping and if the damping is not available aerodynami- cally it must be provided synthetically to obtain satisfactory flying qualities. For many high speed configurations the pitch and yaw dampers, flight stabilization systems, etc., are basic necessities rather than luxuries. Generally, flight at high Mach number will cake place at high altitude hence the effect of high altitude must be separated for study. All of the basic aerodynamic damping is due to moments created by pitching, rolling, or yawing motion of the aircraft. These moments are derived from the changes in angles of attack on the tail surfaces with angular rotation (see fig. 4.15). The very high true airspeeds common to high altitude flight reduce the angle of attack changes and reduce the aerodynamic damping. In fact, the aero- dynamic damping is proportional to & similar to the proportion of true airspeed to equivalent airspeed. Thus, at the altitude of 4O,C00 ft., the aerodynamic damping would be reduced to one-half the sea level value and at the altitude of 100,000 ft. the aerodynamic damping would be reduced to one-tenth the sea level value. High dynamic pressures (high $I can be common to flight at high Mach number and adverse aeroelastic effects may be encountered. If the aircraft surfaces, encounter significant deflection when subject to load, the tendency may be to lower the contribution to static stability and reduce the damping contribution. Thus, the problem of adequate stability of the various airplane motions is aggravated. PILOT INDUCED OSCILLATIONS The pilot may purposely induce various motions to the airplane by the action of the controls. In additron, certain undesirable motions may occur due to inadvertent action on the controls. The most important con- dition exists with the short period longitu- dinal motion of the airplane where pilot- control system response lag can produce an unstable oscillation. The coupling possible in the pilot-control system-airplane combi- nation is most certainly capable of producing damaging flight loads and loss of control of the airplane. When the normal human response lag and control system lag are coupled with the air- plane motion, inadvertent control reactions by the pilot may furnish a negative damping to the oscillatory motion and dynamic in- stability exists. Since the short period motion is of relatively high frequency, the amplitude of the pitching oscillation can reach dangerous proportions in an unbelievably short time. When the pilot induced oscillation is en- countered, the most effective solution is an immediate release of the controls. Any at- tempt to forcibly damp the oscillation simply continues the excitation and amplifies the oscillation. Freeing the controls removes the unstable (but inadvertent) excitation and allows the airplane to recover by virtue of its inherent dynamic stability. The pilot induced oscillation is most likely under certain conditions, Most obvious is the case of the pilot unfamiliar with the “feel” of the airplane and likely to overcontrol or have excessive response lag. High speed flight at low. altitude (high 4) is most likely to provide low stick-force gradients and periods 314
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of oscillation which coincide with the pilot- control system response lag. Also, the high 4 flight condition provides the aerodynamic capability for failing flight loads during the oscillation. If a pilot induced oscillation is encountered the pilot must rely on the inherent dynamic stability of the airplane and immediately release the controls. If the unstable excitation is continued, dangerous oscillation amplitudes will develop in a very short time. ROLL COUPLING The appearance of “inertia coupling” prob- lems in modern airplanes was the natural result of the progressive change in aerodynamic and inertia characteristics to meet the demands of high speed flight. Inertia coupling problems were unexpected only when dynamic stability analyses did not adequately account for the rapid changes in aerodynamic and inertia characteristics of airplane configurations. The The term of “intertia coupling” is somewhat misleading because the complete problem is one of aerodynamic as well as inertia coupling. “Coupling” results when some disturbance about one airplane axis causes a disturbance about another axis. An example of uncoupled motion is the disturbance provided an airplane when subjected to an elevator deflection. The resulting motion is restricted to pitching motion without disturbance in yaw or roll. An example of, coupled motion could be the disturbance provided an airplane when sub- jected to rudder deflection. The ensuing mo- tion can be some combination of yawing and rolling motion. Hence, the rolling motion is coupled with the yawing motion to define the resulting motion. This sort of interaction results from aerodynamic characteristics and is termed “aerodynamic coupling.” A separate type of coupling results from the inertia characteristics of the airplane conligura- tion. The inertia characteristics of the com- plete airplane can be divided into the roll, yaw, NAVWEPS OO-SOT-80 STABILITY AND CONTROL and pitch inertia and each inertia is a measure of the resistance to rolling, yawing, or pitching acceleration of the airplane. The long,slender, high-density fuselage with short, thin wings produces a roll inertia which is quite small in comparison to the pitch and yaw inertia. These characteristics are typical of the modern airplane configuration. The more conventional low speed airplane may have a wingspan greater than the fuselage length. This type of configuration produces a relatively large roll inertia. A comparison of these configurations is shown in figure 4.34. Inertia coupling can be illustrated by con- sidering the mass of the airplane to be con- centrated in two elements, one representing the mass ahead of the c.g. and one representing the mass behind the c.g. There are two principal axis systems to consider: (1) the aerodynamic, or wind axis is through the c.g. in the relative wind direction, and (2) the inertia axis is through the c.g. in the direction of the two element masses. This axis system is illus- trated in figure 4.34. If the airplane shown in figure 4.34 were in some flight condition where the inertia axis and the aerodynamic axis are alined, no inertia coupling would result from rolling motion. However, if the inertia axis is inclined to the aerodynamic axis, rotation about the aero- dynamic axis will create centrifugal forces and cause a pitching moment. In this case, a rolling motion of the aircraft induces a pitch- ing moment through the action of inertia forces. This is “inertia coupling” and is illustrated by part B of figure 4.34. When the airplane is rotated about the inertia axis no inertia coupling will exist but aerodynamic coupling will be present. Part C of figure 4.34 shows the airplane after rolling 90” about the inertia axis. The inclination which was initially the angle of attack (a) is now the angle of sideslip (-6). Also the original zero sideslip has now become zero angle of attack. The sideslip induced by this 90° displacement will affect the roll rate 315
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NAVWEPS OD-3OT-80 STABILITY AND CONTROL RELATIVELY HIGH ROLL INERTIA cc > -I RELATIVELY y$z> 0 A /7 MASS ROLL MOTION ROLL MOTION WSITIVE ANGLE OF ATTACK. ZERO SIDESLIP FUSELAGE fh SIDEFORCE AERODYNAMIC AXIS FINITE SIDESLIP u pgq ROLL MOTION Figure 4.34. Roll Coupling 316
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depending on the nature of the dihedral effect of the airplane. It should be noted that initial inclination of the inertia axis above the aerodynamic axis will cause the inertia couple to provide adverse yaw with rolling motion. If the inertia axis were initially inclined below the aerodynamic axis (as may happen at high 4 or negative load factors), the roll induced inertia couple would provide proverse yaw. Thus, roll coupling may present a problem at both positive and negative inclination of the inertia axis depend- ing on the exact aerodynamic and inertia characteristics of the configuration. As a result of the aerodynamic and inertia coupling, rolling motion can induce a great variety of longitudinal, directional, and lateral forces and moments. The actual motion of the airplane is a result of a complex combina- tion of the aerodynamic and inertia coupling. Actually, all airplanes exhibit aerodynamic and inertia coupling but of varying degrees. The roll coupling causes no problem when the moments resulting from the inertia couple are easily counteracted by the aerodynamic re- storing moments. The very short span, high speed modern aircraft has the capability for the high roll rates which cause large magni- tudes of the inertia couple. The low aspect ratio planform and flight at high Mach number allow large inclination of the inertia axis with respect to the aerodynamic axis and also add to the magnitude of the inertia couple. In addition, the aerodynamic restoring moments deteriorate as a result of high Mach number and angle of attack and can create the most serious roll coupling conditions. Since the roll coupling induces pitching and yawing motion, the longitudinal and direc- tional stability is important in determining the overall characteristics of the coupled motion. A stable airplane, when disturbed in pitch and yaw, will return to equilibrium after a series of oscillations. For each flight condition, the airplane will have a coupled pitch-yaw fte- quency between the uncoupled and separate NAVWEPS 00-8OT-80 STABILITY AND CONTROL pitch frequency and yaw frequency. Gen- erally, the greater the static longitudinal and directional stability, the higher will be the coupled pitch-yaw frequency. When the air- plane is subject to roiling motion, the inertia couple disturbs the airplane in pitch and yaw with each roll revolution and provides a dis- turbing forcing function.’ If the airplane is rolled at a rate equal to the coupled pitch-yaw frequency, the oscillatory motion will either diverge or stabilize at some maximum ampli- tude depending on the airplane characteristics. The longitudinal stability of the typical high speed configuration is much greater than the directional stability and results in a pitch fre- quency higher than the yaw frequency. In- creasing the directional stability by increasing the vertical tail area, addition of ventral hns, or use of stabilization systems will increase the coupled pitch-yaw frequency and raise the roll rate at which a possible divergent condition could exist. Increasing directional stability by the addition of ventral fins rather than by addition to the vertical tail has an advantage of not contributing to the positive dihedral effect at low or negative angles of attack. High dihedral effect makes higher roll rates more easily attainable in roll motion where proverse yaw occurs. Since the uncoupled yawing frequency is lower than the pitching frequency, a divergent condition would lirst reach critical proportions in yaw, closely followed by pitch. Of course, whether the airplane motion becomes divergent directionally or longitudinally is of academic interest only. There is one additional type of coupling problem that is referred to as “autorotative rolling.” A rolling airplane which has a high positive dihedral effect may reach a large pro- verse sideslip as a result of the inertia couple and the rolling moment due to sideslip may exceed that available from lateral control. In such a case it would not be possible to stop the air- plane from rolling although lateral control was held full against the roll direction. The 317
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design features which result in a large positive dihedral effect are high sweepback, high wing position, or large, high vertical tail, When the inertia axis is inclined below the aero- dynamic axis at low or negative angles of attack, the roll induced inertia couple results in proverse yaw. Depending on the flight condition where the roll coupling problem exists, four basic types of airplane behavior are possible: (1) Coupled motion stable but unacceptabk. In this case the motion is stable but proves unacceptable because of poor damping of the motion. Poor damping would make it dificult to track a target or the initial am- plitudes of the motion may be great enough to cause structural failure of loss of control. (2) Coupled motion stable and acceptable. The behavior of the airplane is stable and adequately damped to allow acceptable target tracking. The amplitudes of motion are too slight to result in structural failure or loss of control. (3) Coupled motion divergent and unacceptable. The rate of divergence is too rapid for the pilot to recognize the condition and recover prior’ to structural failure or complete loss of control. (4) Coupled. motion divergent but acceptable. For such a condition the rate of divergence is quite slow and considerable roll displace- ment is necessary to produce a critical ampli- tude. The condition can be recognized easily in time to take corrective action. There are available various means to cope with the problem of roll coupling. The fol- lowing items can be applied to control the problem of roll coupling: (ZZ) Increase directional stability. (b) Reduce dihedral effect. (c) M’ h 1‘ mnmze t e mc mation of the inertia axis at normal flight conditions. (d) Reduce undesirable aerodynamic coupling. (e) Limit roll rate, roll duration, and angle of attack or load factor for performing rolling maneuvers. NAVWEPS DD-EOT-80 STABMTY AND CONTROL The first four items can be effected,only during design or by design changes. Some roll per- formance restriction is inevitable since all of the desirable characteristics are difficult to obtain without serious compromise elsewhere in the airplane design. The typical high speed airplane will have some sort of roll pet- formance limitation provided by flight restric- tions or automatic control devices to prevent reaching some critical condition from which recovery is impossible. Any roll restriction provided an airplane must be regarded as a principal flight operating limitation since the more severe motions can cause complete loss of control and structural failure. HELICOPTER STABILITY AND CONTROL In discussing many of the problems of sta- bility and control that occur in high speed airplanes, one might be prone to believe that the slow flying helicopter does not have any such problems. Unfortunately, this is not the case. Flying qualities that would be con- sidered totally unsatisfactory by fixed-wing standards ate normal for helicopters. Heli- copter pilots are living evidence that an un- stable aircraft ca. k‘.: controlled. Also, they are evidence ~a. control without stability requires constant attention and results in con- siderable pilot fatigue. “Inertia coupling” problems are relatively new to fixed-wing aircraft but a similar effect in the helicopter rotor has resulted in some of its most important characteristics. This aerodynamic-dynamic coupling effect is so im- portant that it must be considered in discussing both stability and control. The helicopter derives both longitudinal and lateral control by tilting the main rotor and thus producing a pltchmg or rolling moment as indicated in figure 4.35. The magnitude of the rotor thrust the angle of tilt, and the height of the rotor hub above the c.g. determine the control moment produced. It should be noted that low control effectiveness would result when the rotor thrust is low. Some helicopters 319
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NAWWEPS 00-8OT-80 STABILITY AND CONTROL THRUST A C.G. ROTOR GYROSCOPIC ACTION THESE FORCES PRODUCE THIS MOMEPdT AND DISPLACEMENT Figure 4.35. Rotor Forces and Moments 320
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employ an offset flapping hinge to increase the control effectiveness by creating a centrifugal force couple when the rotor is tilted. This is shown in figure 4.35. The rotor is tilted by taking advantage of the gyroscopic effect of the rotor system. This effect causes a rotating mass which is disturbed about one axis to respond about another axis, as shown in figure 4.35. A forward tilt to the rotor is obtained by decreasing the pitch of the blade when at the starboard position and in- creasing the pitch of the blade when at the port position. The lateral dissymmetry of lift which results causes the rotor to tilt for- ward by the gyroscopic effect. A differential blade pitch change like this is called a cyclic.pitch change since each blade goes thr0ugh.a complete cycle of varying pitch angles as it completes one revolution of rota- tion about the hub. A cyclic pitch change is accomplished by the pilot by the use of the cyclic stick. The control arrangement is such that the rotor tilts in the same direction that the cyclic stick is deflected. A variation in rotor thrust is accomplished by increasing>sthe pitch of the blades simul- taneously or collectively. This type of control action is called “collective pitch” and is ac- complished by the use of the collective pitch stick. In operation, the cyclic stick is an- alogous to the control stick of an airplane, and the collective stick is analogous to the throttle ~of an ,airplane. There are several possibilities for longi- tudinal control of a tandem-rotor helicopter. A pitching moment can be produced by tilting both rotors by a cyclic pitch change in each rotor, by a differential collective pitch change that increases the thrust on one rotor and de- creases it on the other, or by some combination of these methods. The two basic methods are illustrated in figure 4.36. Obviously, a change in fuselage attitude must accompany the dif- ferential collective method of longitudinal control. NAVWEPS DO-80T-80 STABILITY AND CONTROL Adequate pitch and lateral control effective- ness are easy to obtain in the typical helicopter and usually present no problems. The more usual problem is an excess of control effective- ness which results in an overly sensitive heli- copter. The helicopter control specifications attempt to assure satisfactory control charac- teristics by requiring adequate margins of con- trol travel and effectiveness without objection- able sensitivity. Directional control in a single rotor heli- copter is obtained by a tail rotor (antitorque rotor) since a conventional aerodynamic sur- face would not be effective at low speeds or hovering. The directional control require- ments of the tail rotor on a typical shaft-driven helicopter are quite demanding since it must counteract the engine torque being supplied to the main rotor as well as provide directional control. Being a rotor in every respect, the tail rotor requires some of the engine power to generate its control forces. Unfortunately, the maximum demands of the tail rotor occur at conditions when engine power is also in great demand. The most critical condition is while hovering at maximum gross weight. The tail rotor effectiveness is determined by the rotor characteristics and the distance the tail rotor is behind the c.g. The control specifications require the helicopter to be able to turn in the most critical direction at some specified rate while hovering at maximum gross weight in a specified wind condition. Also, it is required that the helicopter have sufficient directional control to fly sideways up to 30 knots, an important requirement for plane guard duties. The directional control requirements are easily met by a tip-driven helicopter since the directional control does not have to counter the engine torque. Directional control of a tandem-rotor heli- copter is accomplished by differential cyclic control of the main rotors. For a pedal turn to the starboard, the forward rotor is tilted to the starboard and the rear rotor is tilted to port, creating a turning moment as shown in 321
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NAVWEPS DD-80T-80 STABILITY AND CONTROL TANDEM ROTOR LONGITUDINAL CONTROL TANDEM ROTOR DIRECTIONAL CONTROL AFT ROTOR *JR 9 F”&%iD Fig&e 4.36. longitudinal and Directional Control 322
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figure 4.36. The directional control require- ments are easily met in a tandem-rotor heli- copter because the engine torque from one rotor is opposed by the torque of the other rotor thereby eliminating one directional mo- ment. Of course, some net unbalance of torque may have to be overcome if the engine torque on the two rotors is different. When a tandem-rotor helicopter is rotated rapidly about one of the rotors rather than about the cg., the other rotor picks up “translational lift” as a result of the velocity due to rotation and an increase in rotor thrust results. This causes pitch-up or pitch-down depending on which rotor the helicopter is being rotated about. Rotation about the forward rotor, which is more common, re- sults in pitch-down. The overall stability of a helicopter results from the individual stability contributions of the various components just as in the case of the fixed-wing airplane. The stability con- tributions can be divided as follows: (1) Rotor (2) Fuselage (3) Stabilizers (4) Mechanical devices The destabilizing contribution of the fuselage and the stabilizing contribution of a stabilizing surface are similar in effect to an airplane and will not be discussed here. The principal stability characteristics that make the heli- copter different from an airplane are those of the rotor. Two types of stability are important in the rotor: (1) angle of attack stability and (2) velocity stability. In hovering flight the relative wind velocity, angle of attack, and lift on each blade of the rotor is the same. If the rotor is displaced through some angle, no changes in forces result. Therefore, the rotor has neutral angle of attack stability when hovering. However, in forward flight, an increase in rotor angle of attack increases the lift on the advancing blade more than on the NAVWEPS 00-801-80 STABILITY AND CONTROL retreating blade since the relative wind veloci- ties are greater on the advancing blade. This lateral dissymmetry of lift causes the rotor to tilt back due to the gyroscopic effect of the rotor, further increasing the rotor angle of attack. Thus, the rotor is unstable with changes in angle of attack at forward flight speeds. Since the magnitude of the unstable moment is affected by the magnitude of the rotor thrust as well as the tilt of the thrust force, a greater instability exists for increases in angle of attack than for decreases in angle of attack. In addition, the instability is greater for increases in angle of attack when the rotor thrust also increases. If the rotor angle of attack is held constant and the rotor is given a translational velocity, a dissymmetry of lift results since the velocity of the advancing blade is increased while the velocity of the retreating blade is decreased. This dissymmetry of lift causes the rotor to tilt in a direction to oppose the change in velocity due to the gyroscopic effect of the rotor. Hence, the rotor has velocity stability. A hovering helicopter exhibits some degree of apparent stability by virtue of its velocity stability although it has neutral angle of attack stability. This type of hovering sta- bility is analogous to the apparent lateral- directional stability an airplane exhibits due to dihedral effect. Additional hovering sta- bility can be obtained by the use of mechanical stabilizers such as th,e Bell stabilizer bar, by the use of offset flapping hinges, or by syn- thetic or artificial stabilization devices. The total static stability of a helicopter is determined by combining the stability con- tributions of all the components. The usual result for a typical helicopter is instability with angle of attack and a variable velocity stability which becomes neutral or unstable at high speeds. Of course, the helicopter could be made stable with angle of attack by providing a large enough horizontal stabilizer. Unfortunately, adverse effects at low speed or 323
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NAVWEPS 00-801-80 STABILITY AND CONTROL hovering and large trim moments upon entering autorotation will limit the stabilizer size to a relatively small surface. Usually the hori- zontal stabilizer is used only to give the fuse- lage the desired moment characteristics. The angle of attack stability of a tandem- rotor helicopter is adversely affected by the downwash from the forward rotor reducing the angle of attack and thrust of the rear rotor. This reduction of thrust behind the cg. causes the helicopter to pitch up to a higher angle of attack, thereby adding to the angle of attack instability. As in the airplane, several oscillatory modes of motion are characteristic of the dynamic stability of a helicopter. The phugoid is the most troublesome for the helicopter. The phugoid mode is unstable in the majority of helicopters which operate without the assist- ance of artificial stabilization devices. The dynamic instability of the helicopter is given evidence by the flying qualities specification for helicopters. These specifications essentially limit the rate of divergence of the dynamic oscil- lations for the ordinary helicopter. Although this dynamic instability can be controlled, it requires constant attention by the pilot and results in pilot fatigue. The elimination of the dynamic instability would contribute greatly to improving the flying qualities of the helicopter. This dynamic instability characteristic is particularly important if the helicopter is expected to be used for instrument flight in all-weather operations. In fact, a seriously divergent phugoid mode would make instru- ment flight impractical. For this reason, the flying qualities specification requires that helicopters with an instrument capability exhibit varying degrees of stability or insta- bility depending on the period of the oscilla- tion. Long period oscillations (over 20 sec- onds) must not double in amplitude in less than 15 seconds whereas short period oscil- lations (under 10 seconds) must damp to half amplitude in two cycles. The only immediate solution for the dynamic instability is an attitude stabilization system which is essentially an autopilot. Other solutions to the dynamic instability problem involve mechanical, aerodynamic, or elec- tronic control feedback of pitch attitude, pitch velocity, normal acceleration, or angle of attack. The improvement of the heli- copter’s stability is mandatory to fully utilize its unique capability. As more of the heli- copter problems are analyzed and studied, the flying qualities of helicopters wiI1 improve and be comparable to the fixed wing aircraft. 324
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NAVWEPS 00-801-80 OPERATING STRENGTH LIMITATIONS Chapter 5 OPERATING STRENGTH LIMITATIONS The weight of the structural components of an aircraft is an extremely important factor in the development of an efficient aircraft con- figuration. In no other field of mechanical design is there such necessary importance assigned to structural weight. The efficient aircraft and powerplant structure is the zenith order to obtain the required service life from his aircraft, the Naval Aviator must undet- stand, appreciate, and observe the operating strength limitations. Failure to do so will incur excessive maintenance costs and a high incidence of failure during the service life of of highly reined rknimum weight design. in an aircraft. 325
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NAVWEPS oo-EOT-80 OPERATING STRENGTH LIMITATIONS GENERAL DEFINITIONS AND STRUC- TURAL REQUIREMENTS There are strength requirements which ate common to all aircraft. In general, these re- quirements can be separated into three particu- lar areas. These are detailed in the following discussion. STATIC STRENGTH The static strength requirement is the con- sideration given to the effect of simple static loads with none of the ramifications of the repetition or cyclic variation of loads. An important reference point in the static strength requirement is the “limit load” condition. When the aircraft is at the design conligura- tion, there will be some maximum of load which would be anticipated from the mission requirement of the airplane. For example, a fighter or attack type aircraft, at the design configuration, may encounter a very peak load factor of 7.5 in the accomplishment of its mis- sion. Of course, such an aircraft may be sub- ject to load factors of 3, 4, 5, 6, 1, etc., but no more than 7.5 should be required to accom- plish the mission. Thus, the limit load condi- tion is the maximum of loads anticipated in normal operation of the aircraft, Various types of aircraft will have different limit load factors according to the primary mission of the aircraft. Typical values are tabulated below: Type of aircraft: hbi”< limi, hi,orror Fighter or attack. 7.5 Trainer. 7.5 T ransport, patrol, antisubmarine. 3.0 or 2.5 Of course, these examples are quite general and it is important to note that there may be varia- tions according to specific mission require- ments. Since the limit load is the maximum of the normally anticipated loads, the aircraft struc- ture must withstand this load with no ill effects. Specilicallv, the primary structure of the aircraft should experience no objectionable permanent deformation when subjected to the limit load. In fact, the components must with- stand this load with a positive margin. This requirement implies that the aircraft should withstand successfully the limit load and then return to the original unstressed shape when the load is removed. Obviously, if the air- craft is subjected to some load which is in excess of the limit load, the overstress may incur an objectionable permanent deformation of the primary structure and require replace- ment of the damaged parts. Many different flight and ground load condi- tions must be considered to define the most critical conditions for the structural com- ponents. In addition to positive lift flight, negative lift flight must be considered. Also, the effect of flap and landing gear configura- tion, gross weight, flight Mach,number, sym- metry of loading, c.g. positions, etc., must be studied to account for all possible sources of critical loads. To verify the capability of the structure, ground static tests are conducted and flight demonstrations ate required. To provide for the rare instances of flight when a load greater than the limit is required to prevent a disaster, an “ultimate factor of safety” is provided. Experience has shown that an ultimate factor of safety of 1.5 is suf- ficient for piloted aircraft. Thus, the aircraft must be capable of withstanding a load which is 1.3 times the design limit load. The primary structure of the aircraft must withstand the “ultimate load” (1.5 times limit) without failure. Of course, permanent deformation may be expected with this “overstress” but no actual failure of the major load-carrying components should take place at ultimate load Ground static tests are necessary to verify this capability of the structure. An appreciation of the static strength re- quirements may be obtained by inspection of the basic properties of a typical aircraft metal. Figure 3.1 illustrates the typical static strength properties of a metal sample by a plot of applied stress versus resulting strain. At low values 3,26
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NAVWEPS 00-EOT-80 OPERATING STRENGTH LIMITATIONS STATIC STRENGTH OF TYPICAL AIRCRAFT METAL ULTIMATE STRENGTH -Cc CYCLIC STRESS (PSI) STRESSES APPLIED ABOVE THIS POINT RESULT IN OBJECTIONABLE PERMANENT DEFORMATION Q FAILURE -I STRAIN PERMANENT (IN/IN) SET II: -I I-- FATIGUE STRENGTH OF TYPICAL AIRCRAFT METAL HIGH CYCLIC STRESS VERY FEW CYCLES REQUIRED TO CAUSE FAILURE MODERATE CYCLIC STRESS RELATIVELY LARGE NUMBER OF APPLICATIONS NECESSARY TO CAUSE FAILURE LOW CYCLIC STRESS ALMOST INFINITE CYCLES TO CREATE FATIGUE FAILURE NUMBER OF APPLICATIONS TO CAUSE FATIGUE FAILURE Egu,e 5.1. Strength Chomctorirfics 327
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NAVWEPS oo-8oT-80 OPERATING STRENGTH LIMITATIONS of stress the plot of stress and strain is essen- tially a straight line, i.e., the material in this range is elastic. A stress applied in this range incurs no permanent deformation and the ma- terial returns to the original unstressed shape when the stress is released. At higher values of stress the plot of stress versus strain develops a distinct curvature in the strain direction and the material incurs disproportionate strains. High levels of stress applied co the part and then released produce a permanent deforma- tion. Upon release of some high stress, the metal snaps back-but not all the way. The stress defining the limit of tolerable permanent strain is the “yield stress” and stresses applied above this point produce objectionable per- manent deformation. The very highest stress the material can withstand is the “ultimate stress.” Noticeable permanent deformation usually occurs in this range, but the material does have the capability for withstanding one application of the ultimate stress. The relationship between the stress-strain diagram and operating strength limits should be obvious. If the aircraft is subjected to a load greater than the limit, the yield stress may be exceeded and objectionable permanent deformation may result. If the aircraft is subject to a load greater than the ultimate, failure is imminent. SERVICE LIFE The various components of the aircraft and powerplant structure must be capable of oper- ating without failure or excessive deformation throughout the intended service life. The repetition of various service loads can produce fatigue damage in the structure and special attention must be given to prevent fatigue failure within the service life, Also, the sus- taining of various service loads can produce creep damage and special attention must ‘be given to prevent excessive deformation or creep failure within the service life, This is a particular feature of components which are subjected to operation at high temperatures. FATIGUE CONSIDERATIONS. The fa- tigue strength requirement is the considera- tion given the cumulative effect of repeated or cyclic !oads during service. While there is a vague relationship with the static strength, repeated cyclic loads produce a completely separate effect. If a cyclic, tensile stress is applied to a metal sample, the part is subject to a “fatigue” type loading. After a period of time, the cyclic stressing will produce a minute crack at some critical location in the sample. With continued application of the varying stress, the crack will enlarge and propagate into the cross section. When the crack has progressed sufficiently, the remaining cross section is incapable of withstanding the imposed stress and a sudden, final rupture occurs. In this fashion, a metal can be failed at stresses much lower than the static ultimate strength. Of course, the time necessary to produce fatigue failure is related to the magnitude of the cyclic stress. This relationship is typified by the graph of figure 5.1. The fatigue strength of a material can be demonstrated by a plot of cyclic stress versus cycles of stress required to produce fatigue failure. As might be expected, a very high stress level requires relatively few cycles to produce fatigue failure. Moderate stress levels require a fairly large number of cycles to produce failure and a very low stress may require nearly an infinite num- ber of cycles to produce failure. The very certain implication is that the aircraft must be capable of withstanding the gamut of service loads without producing fatigue failure of the primary structure. For each mission type of aircraft there is a probable spectrum of loads which the air- craft will encounter. That is, various loads will be encountered with a frequency particular to the mission profile. The fighter or attack type of aircraft usually experiences a pre- dominance of maneuver loads while the trans- port or patrol type usually encounters a pre- dominance of gust loads. Since fatigue damage 328
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NAVWEPS 00-8OT-80 OPERATING STRENGTH LIMITATIONS is cti~n&zti~e during cyclic stressing, the useful service life of the aircraft must be anticipated to predict the gross effect of service loads. Then, the primary structure is required to sustain the typical load spectrum rhrough the anticipated service life without the occurrence of fatigue failure. To prove this capability of the structure, various major components must be subjected to an accelerated fatigue test to verify the resistance to repeated loads. The design of a highly stressed or long life structure emphasizes the problems of fatigue. Great care must be taken during design and manufacture to minimize stress concentrations which enhance fatigue. When the aircraft enters service operation, care must be taken in the maintenance of components to insure proper adjustment, torquing, inspection, etc., as proper maintenance is a necessity for achieving full service life. Also, the structure must not be subjected to a load spectrum more severe than was considered in design or fatigue failures may occur within the anticipated service life. With this additional factor in mind, any pilot should have all the more respect for the oper- ating strength limits-recurring overstress causes a high rate of fatigue damage. There are many examples of the detrimental effect of repeated overstress on service life. One major automobile manufacturer adver- tised his product as “guaranteed to provide 100,000 miles of normal driving without me- chanical failure.” The little old lady from Pasadena-the original owner of ALL used cars -will probably best the guaranteed mileage by many times. On the other hand, the hot- rod artist and freeway Grand Prix contender do not qualify for the guarantee since their manner of operation could not be considered normal. The typical modern automobile may be capable of 60,000 to l~,OOO miles of normal operation before an overhaul is necessary. However, this same automobile may encounter catastrophic failures in a few hundred miles if operated continually at maximum torque in low drive range. Obviously, there are similar relationships for aircraft and powerplant structures. CREEP CONSIDERATIONS. By definition, creep is the structural deformation which oc- curs as a function of time. If a part is subjected to a constant stress of sufficient magnitude, the part will continue to develop plastic strain and deform with time. Eventually, failure can occur from the accumulation of creep damage. Creep conditions are most critical at high stress and high temperature since both factors increase the rate of creep damage. Of course, any structure subject to creep conditions should not encounter excessive deformation or failure within the anticipated service life. The high operating temperatures of gas tur- bine components furnish a critical environment for creep conditions. The normal operating temperatures and stresses of gas turbine com- ponents create considerable problems in design for service life. Thus, operating limitations deserve very serious respect since excessive engine speed or excessive turbine temperatures will cause a large increase in the rate of creep damage and lead to premature failure of com- ponents. Gas turbines require high operating temperatures to achieve high performance and efficiency and short periods of excessive tem- peratures can incur highly damaging creep rates. Airplane structures can be subject to high temperatures due to aerodynamic heating at high Mach numbers. Thus, very high speed airplanes can be subject to operating limita- tions due to creep conditions. AFROELASTIC EFFECTS The requirement for structural stiffness and rigidity is the consideration given to the inter- action of aerodynamic forces and deflections of the structure. The aircraft and its components must have sufficient stiffness to prevent or minimize aeroelastic influences in the normal flight range, Aileron reversal, divergence, flutter, and vibration should not occur in the range of flight speeds which will be normal operation for the aircraft. 330
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It is important to distinguish between strength and stiffness. Strength is simply the resistance to load while stiffness is the resist- ance to deflection or deformation. While strength and stiffness are related, it is necessary to appreciate that adequate structural strength does not automatically provide adequate stiff- ness. Thus, special consideration is necessary to provide the structural components with specific stiffness characteristics to prevent un- desirable aeroelastic effects during normal operation. An obvious solution to the apparent prob- lems of static strength, fatigue strength, stiffness and rigidity would be to build the airplane like a product of an anvil works, capable of withstanding all conceivable loads. However, high performance airplane con- figurations cannot be developed with inefi- cient, lowly stressed structures. The effect of additional weight is best illustrated by pre- liminary design studies of a very long range, high altitude bomber. In the preliminary phases of design, each additional pound of any weight would necessitate a 25-pound increase in gross weight to maintain the same performance. An increase in the weight of any item produced a chain reaction-more fuel, larger tanks, bigger engines, more fuel, heavier landing gear, more fuel, etc. In the competitive sense of design, no additional structural weight can be tolerated to provide more strength than is specified as necessary for the design mission requirement. AIRCRAFT LOADS AND OPERATING LIMITATIONS FLIGHT LOADS-MANEUVERS AND GUSTS The loads imposed on an aircraft in flight are the result of maneuvers and gusts. The maneuver loads may predominate in the design of fighter airplanes while gust loads may predominate in the design of the large multiengine aircraft. The maneuver loads an NAVWEPS 00-EOT-80 OPERATING STRENGTH LIMITATIONS airplane may encounter depend in great part on the mission type of the airplane. However, the maximum maneuvering capability is of interest because of the relationship with strength limits. The flight load factor is defined as the pro- portion between airplane lift and weight, where n=L/W n= load factor L=lift, Ibs. W= weight, Ibs. MANEUVERING LOAD FACTORS. The maximum lift attainable at any airspeed occurs when the airplane is at CLmU. With the use of the basic lift equation, this maximum lift is expressed as: Since maximum lift must be equal to the weight at the stall speed, If the effects of compressibility and viscosity on Ch are neglected for simplification, the maximum load factor attainable is determined by the following relationship. v.2 =(-) V* Thus, if the airplane is flying at twice the stall speed and the angle of attack is increased to obtain maximum lift, a maximum load factor of four will result. At three times the stall speed, nine “g’s” would result; four times the stall speed, sixteen g’s result; five times the stall speed, twenty-five g’s result; etc. Therefore, any airplane which has high speed performance may have the capability of high maneuvering load factors. The airplane which is capable of flight speeds that are 331
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NAVWEPS 00-801-80 OPERATING STRENGTH LIMITATIONS many times the stall speed will require due consideration of the operating strength limits. The structural design of the aircraft must consider the possibility of negative load factors from maneuvers. Since the pilot cannot com- fortably tolerate large prolonged negative “g”, the aircraft need not be designed for negative load factors as great as the positive load factors. The effect of airplane gross weight during maneuvers must be appreciated because of the particular relation to flight operating strength limitations. During flight, the pilot appre- ciates the degree of a maneuver from the inertia forces produced by various load factors; the airplane structure senses the degree of a maneuver principally by the airloads involved. Thus, the pilot recognizes loadfactor while the structure recognizes only load. To better understand this relationship, consider an ex- ample airplane whose basic configuration gross weight is 20,000 lbs. At this basic configura- tion assume a limit load factor for symmetrical flight of 5.6 and an ultimate load factor of 8.4. If the airplane is operated at any other con- figuration, the load factor limits will be al- tered. The following data illustrate this fact by tabulating the load factors required to produce identical airloads at various gross weights. Grass weight, Ibs. Limit load Ultimate factor load factor 20,wO (basic). 5.60 8.40 30,003 (max. rakcoff). 3.73 5.60 13,333 (min. f”cl):. 8.40 12.60 As illustrated, at high gross weights above the basic configuration weight, the limit and ulti- mate load factors may be seriously reduced. For the airplane shown, a 5-g maneuver im- mediately after a high gross weight takeoff could be very near the “disaster regime,” especially if turbulence is associated with the maneuver. In the same sense, this airplane at very low operating weights below that of the basic configuration would experience great- ly increased limit and ultimate load factors. Operation in this region of high load factors at .low gross weight may create the impression that the airplane has great excess strength capability. This effect must be understood and intelligently appreciated since it is not uncom- mon to have a modern airplane configuration with more than SO percent of its gross weight as fuel. GUST LOAD FACTORS. Gusts are asso- ciated with the vertical and horizontal velocity gradients in the atmosphere. A horizontal gust produces a change in dynamic pressure on the airplane but causes relatively small and unimportant changes in flight load factor. The more important gusts are the vertical gusts which cause changes in angle of attack. This process is illustrated in figure 5.2. The vec- torial addition of the gust velocity to the air- plane velocity causes the change in angle of attack and change in lift. The change in angle of attack at some flight condition causes a change in the flight load factor. The incre- ment change in load factor due to the vertical gust can be determined from the following equation: where An=change in load factor due to gust m=lift curve slope, unit of C, per degree of 01 o=altitude density ratio W/S= wing loading, psf V. = equivalent airspeed, knots KU=equivalent sharp edged gust velocity ft. per sec. As an example, consider the case of an air- plane with a lift curve slope m=O.OB and wing loading, (W/S)=60 psf. If this airplane were flying at sea level at 350 knots and encountered an effective gust of 30 ft. per sec., the gust would produce a load factor increment of 1.61. This increment would be added to the flight load factor of the airplane prior to the gust, 332
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NAVWEPS OO-80T-80 OPERATING STRENGTH LIMITATIONS CHANGE IN LIFT AIRPLANE VELOCITY, V GUST VELOCITY RESULTANT VELOCITY KU figure 5.2. Effect of Vertical Gust e.g., if in level flight before encountering the gust, a final load factor of 1.0+1.61=2.61 would result. As a general requirement all airplanes must be capable of withstanding an approximate effective f30 ft. per sec. gust when at maximum level flight speed for normal rated power. Such a gust intensity has rela- tively low frequency of occurrence in ordinary flying operations. The equation for gust load increment pro- vides a basis for appreciating many of the variables of flight. The gust load increment varies directly with the equivalent sharp edged gust velocity, KU, since this factor effects the change in angle of attack.’ The highest reasonable gust velocity that may be anticipated is an actual vertical velocity, U, of 50 ft. per sec. This value is tempered by the fact that the airplane does not effectively encounter the full effect because of the response of the airplane and the gradient of the gust. A gust factor, K (usually on the order of 0.6), reduces the actual gust to the equivalent sharp edged gust velocity, KU. The properties of the airplane exert a power- ful influence on the gust increment. The lift curve slope, m, relates the sensitivity of the airplane to changes in angle of attack. An aircraft with a straight, high aspect ratio wing would have a high lift curve slope and would be quite sensitive to gusts. On the other hand, the low aspect ratio, swept wing airplane has a low lift curve slope and is com- paratively less sensitive to turbulence. The apparent effect of wing loading, W/S, is at times misleading and is best understood by considering a particular airplane encountering a fixed gust condition at various gross weights. If the airplane encounters the gust at lower than ordinary gross weight, the accelerations
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NAVWEPS 00-ROT-80 OPERATING STRENGTH LIMITATIONS due to the gust condition are higher. This is explained by the fact that essentially the same lift change acts on the lighter mass. The high accelerations and inertia forces magnify the impression of the magnitude of turbulence. If this same airplane encounters the gust condition at higher than ordinary gross weight, the accelerations due to the gust condition are lower, i.e., the same lift change acts on the gteatet mass. Since the pilot primarily senses the degree of turbulence by the resulting accelerations and inertia forces, this effect can produce a very misleading impression. The effect of airspeed and altitude on the gust load factor is important from the stand- point of flying operations. The effect of alti- tude is related by the term &, which would related that an airplane flying at a given EAS at 40,000 ft. (c=O.25) would experience a gust load factor increment only one-half as great as at sea level. This effect results be- cause the true airspeed is twice as great and only one-half the change in angle of attack occurs for a given gust velocity. The effect of airspeed is illustrated by the linear variation of gust increment with equivalent airspeed. Such a variation emphasizes the effect of gusts at high flight speeds and the probability of structural damage at excessive speeds in turbu- lence. The operation of any aircraft is subject to specific operating strength limitations. A single large overstress may cause structural failure or damage severe enough to require costly overhaul. Less severe overstress re- peated for sufficient time will cause fatigue cracking and require replacement of parts to prevent subsequent failure. A combat airplane need not be operated in a manner like the “little old lady from Pasadena” driving to church on Sunday but each aircraft type has strength capability only specific to the mission require- ment. Operating limitations must be given due regard. THE V-B OR V-g DIAGRAM The operating flight strength limitations of an airplane are presented in the form of a V-‘-n or V-g diagram. This chart usually is included in the aircraft flight handbook in the section dealing with operating limitations. A typical V-n diagram is shown in figure 5.3. The V-n diagram presented in figure 5.3 is intended to present the most important general features of such a diagram and does not neces- sarily represent the characteristics of any par- ticular airplane. Each airplane type has its own particular V-n diagram with specific V’s and n’s, The flight operating strength of an airplane is presented on a graph whose horizontal scale is airspeed (V) and vertical scale is load factor (n). The presentation of the airplane strength is contingent on four factors being known: (I) the aircraft gross weight, (2) the configura- tion of the aircraft (clean, external stores, flaps and landing gear position, etc.), (3) symmetry of loading (since a rolling pullout at high speed can reduce the structural limits to approxi- mately two-thirds of the symmetrical load limits) and (4) the applicable altitude. A change in any one of these four factors can cause important changes in operating limits. For the airplane shown, the positive limit load factor is 7.5 and the, positive ultimate load factor is Il.25 (7.5x1.5)- For negative lift flight conditions the negative’limit load factor is 3.0 and the negative ultimate load factor is 4.5 (3.0x1.5). The limrt airspeed is stated as 575 knots while the wing level stall speed is apparently 100 knots. Figure 5.4 provides supplementary informa- tion to illustrate the significance of the V-n diagram of figure 5.3. The lines of maximum lift capa’bility are the first points of importance on the’ V-n diagram. The subject aircraft is capable bf developing no more than one posi- tive “g” at 100 knots, the wing level stall speed of the airplane. Since the maximum load faztor varies with the square of the aitspeed, 334
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LOAD FACTOR, n 12- II- IO- 9- B- 7- 6- 5- 4- 3 2- I-. -o-. -I- -2- -3- -4- -5- GROSS WEIGHT - 16.000 LBS CLEAN CONFIGURATION SEA LEVEL ALTITUDE SYMMETRICAL LOADING I ,.,/,,.~A~~‘~,, FACTOR i ~/POSlT,VE LlMlT LOAD FACTOR i LIMIT LIMIT AIRSPEED AIRSPEED 575 575 KNOTS KNOTS INDICATED INDICATED AIRSPEED - KNOTS AIRSPEED - KNOTS 200 300 300 400 400 500 500 I 600 600 NEGATIVE LIMIT LOAO FACTOR STALL NEGATIVE ULTIMATE LOAD FACTOR \ Figure 5.3. Flight Strength Diagram
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STRUCTURAL FAILURE 12- II- IO- 9- a- 7.5 7- UP 6- ! 5- 4- MAXIMUM IN,,lCATF . . I -. . - - - - 500 NEGATIVE LIFT CAPABILITY Figure 5.4. Signikance o\ the V-n Diagram
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the maximum positive lift capability of this airplane is 4 “g” at 200 knots, 9 g at 300 knots, 16 g at 400 knots, etc. Any load factor above this line is unavailable aerodynamically, i.e., the subject airplane cannot fly above the line of maximum lift capability. Essentially the same situation exists for negative lift flight with the exception that the speed necessary to produce a given negative load factor is higher than that to produce the same positive load factor. Gen- erally, the negative CL,., is less than the posi- tive CL,., and the airplane may lack sufficient control power to maneuver in this direction. If the subject airplane is flown at a positive load factor greater than the positive limit load’ factor of 7.5, structural damage will be possi- ble. When the airplane is operated in this region, objectionable permanent deformation of the primary structure may take place and a high rate of fatigue damage is incurred. Opera- tion above the limit load factor must be avoided in normal operation. If conditions of extreme emergency require load factors above the limit to prevent an immediate disaster, the airplane should be capable of withstanding the ultimate load factor without failure. The same situation exists in negative lift flight with the exception that the limit and ultimate load factors are of smaller magnitude and the negative limit load factor may not be the same value at all airspeeds. At speeds above the maximum level flight airspeed the negative limit load factor may be of smaller magnitude. The limit airspeed (or redline speed) is a de- sign reference point for the airplane-the sub- ject airplane is limited to 575 knots. If flight is attempted beyond the limit airspeed struc- tural,idamage or structural failure may result from a variety of phenomena. The airplane in flight above the limit airspeed may encounter: (u) critical gust (6) destructive flutter (c) aileron reversal (d) wing or surface divergence (e) critical compressibility effects such as stability and control problems, damaging buffet, etc. NAVWEPS 00-SOT-80 OPERATING STRENGTH LIMITATIONS The occurrence of any one of these items could cause structural damage or failure of the pri- mary structure. A reasonable accounting of these items is required during the design of an airplane to prevent such occurrences in the re- quired operating regions. The limit airspeed of an airplane may be any value between termi- nal dive speedand 1.2 times the maximum level flight speed,depending on the aircraft type and mission requirement. Whatever the resulting limit airspeed happens to be, it deserves due respect. Thus, the airplane in flight is limited to a regime of airspeeds and g’s which do not exceed the limit (or redline) speed, do not exceed the limit load factor, and cannot exceed the maximum lift capability. The airplane must be operated within this “envelope” to prevent structural damage and ensure that the anticipated service life of the airplane is obtained. The pilot must appreciate the V-n diagram as describing the allowable combination of airspeeds and load factors for safe operation. Any maneuver, gust, or gust plus maneuver outside the structural envelope can cause sttuctural damage and effectively shorten the service.life, of the airplane. There are two points of great importance on the V-n diagram of figure 5.4. Point B is the intersection of the negative limit load factor and line of maximum negative lift capability. Any airspeed greater than point B provides a negative lift capability sufficient to damage the airplane; any airspeed less than point B does not provide negative lift capability sufficient to damage the airplane from excessive flight loads. Point A is the intersection of the positive limit load factor and the line of maximum, positive lift capa- bility. The airspeed at this point is the minimum airspeed at which the limit load can be developed aerodynamically. Any air- speed greater than pomt A provides a positive lift capability sufficient to damage the air- plane; any airspeed less than point A does not provide Positive lift capability sufficient to
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cause damage from excessive flight loads. The usual term given to the speed at point A is the “maneuver speed,” since consideration of subsonic aerodynamics wouId predict mini- mum usable turn radius to occur at this con- dition. The maneuver speed is a valuable reference point since an airplane operating below this point cannot produce a damaging positive flight load. Any combination of maneuver and gust cannot create damage due to excess airload when the airplane is below the maneuver speed. The maneuver speed can be computed from the following equation: where VP= maneuver speed V,= stall speed n limit = limit load factor Of course, the stall speed and limit load factor must be appropriate for the airplane gross weight. One notable fact is that this speed, once properly computed, remains a constant value if no significant change takes place in the spanwise weight distribution. The ma- neuver speed of the subject aircraft of figure 5.4. would be v,= loo&3 = 274 knots EFFECT OF HIGH SPEED FLIGHT Many different factors may be of structural importance in high speed flight. Any one or combination of these factors may be encount- ered if the airplane is operated beyond the limit (or redline) airspeed. At speeds beyond the limit speed the air- plane may encounter a critical gust. This is especially true of a high aspect ratio airplane with a low limit load factor. Of course, this NAVWEPS 00-801-80 OPERATING STRENGTH LIMITATIONS is also an important consideration for an air- plane with a high limit load factor if the gust should be superimposed 00 a maneuver. Since the gust Ioad factor increment varies directly with airspeed and gust intensity, high airspeeds must be avoided in turbulent conditions. When it is impossible to avoid turbulent conditions and the airplane must be subject to gusts, the flight condition must be properly controlled to minimize the effect of turbulence. If possible, the airplane airspeed and power should be adjusted prior to entry into turbu- lence to provide a stabilized attitude. Ob- viously, penetration of turbulence should not be accomplished at an excess airspeed because of possible structural damage. On the other hand, an excessively low speed should not be chosen to penetrate turbulence for the gusts may cause stalling of the aircraft and difficulty of control. To select a proper penetration airspeed the speed should not be excessively high or ‘low-the two extremes must be tempered. The “maneuver” speed is an im- portant reference point since it is the highest speed that can be taken to alleviate stall due to gust and the lowest speed at which limit load factor can be develoPed aerodynamically. The optimum penetration speed occurs at or very near the maneuver speed. Aileron rever& is a phenomenon particular to high speed flight. When in flight at very high dynamic pressures, the wing torsional deflections which occur with aileron deflection are considerable and cause noticeable change in aileron effectiveness. The deflection of an aileron on a rigid wing creates a change in lift and produces a rolling moment. In addition the deflection of the control surface creates a twisting moment on the wing. When the actual elastic wing is subject to this condition at high dynamic pressures, the twisting mo- ment produces measurable twisting deforma- tions which affect the rolling performance of the aircraft. Figure 5.5 illustrates this process and the effect of airspeed on aileron effective- ness. At some high dynamic pressure, the 339
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NAVWEPS OO-SOT-80 OPERATING STRENGTH LIMITATIONS - RIGID WING ELASTIC WING A AILERON EFFECTIVENESS 1.0 AILERON C, ELASTIC REVERSAL SPEED C, RIGID -0. -3 w EQUIVALENT AIRSPEED DIVERGENCE A+ LELASTIC AXIS Figure 5.5. Aeroelastic Effects (Sheet I of 2) 340
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NAVWEPS 00-SOT-80 OPERATING STRENGTH LIMITATIONS WING ROOT’ /-TRAILING EDGE 9- LEADING EDGE Figure 5.5. Aeroelastic Effects (Sheet 2 of 2) 341
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NAVWEPS 00-ROT-80 OPERATING STRENGTH LIMITitTIONS twisting deformation will be great enough to nullify the effect on aileron deflection and the aileron effectiveness will-be zero. Since speeds above this point create rolling moments op- posite to the direction controlled, this point is termed the “aileron reversal speed.” Oper- ation beyond the reversal speed would create an obvious control difficulty. Also, the ex- tremely large twisting moments which produce loss of aileron effectiveness create large twist- ing moments capable of structural damage. In order to prevent loss of aileron effective- ness at high airspeeds, the wing must have high torsional stiffness. This may be a feature difficult to accomplish in a wing of very thin section and may favor the use of inboard ailer- ons to reduce the twisted span length and effectively increase torsional stiffness. The use of spoilers for lateral control minimizes the twisting moments and alleviates the reversal problem. Divergcm is another phenomenon common to flight at high dynamic pressures. Like aileron reversal, it is an effect due to the inter- action of aerodynamic forces and elastic deflec- tions of the structure. However, it differs from aileron reversal in that it is a violent instability which produces immediate failure. Figure 5.5 illustrates the process of instability. If the surface is above the divergence speed, any disturbance precipitates this sequence. Any change in lift takes place at the aerody- namic center of the section. The change in lift ahead of the elastic axis produces a twist- ing moment and a consequent twisting deflec- tion. The change in angle of attack creates greater lift at the ac., greater twisting deflec- tion, more lift, etc., until failure occurs. At low flight speeds where the dynamic pressure is low, the relationship between aero- dynamic force buildup and torsional deflection is ‘stable. However, the change in lift per angle of attack is proportional to ‘vz but the structural torsional stiffness of the wing re- mains constant. This relationship implies that at some high speed, the aerodynamic force buildup may overpower the resisting torsional stiffness and “divergence” will occur. The divergence speed of the surfaces must be suf- ficiently high that the airplane does not en- counter this phenomenon within the normal operating envelope. Sweepback, short span, and high taper help raise the divergence speed. F/titter involves aerodynamic forces, inertia forces and the elastic properties of a surface. The distribution of mass and stiffness in a structure determine certain natural frequencies and modes of vibration. If the structure is sub- ject to a forcing frequency near these natural frequencies, a resonant condition can result with an unstable oscillation. The aircraft is subject to many aerodynamic excitations while in operation and the aerodynamic forces at various speeds have characteristic properties for rate of change of force and moment. The aerodynamic forces may interact with the structure in a fashion which may excite or negatively damp the natural modes of the structure and allow flutter. Flutter must not occur within the normal flight operating en- velope and the natural modes must be damped if possible or designed to occur beyond the limit speed. A’typical flutter mode is illus- ‘trated in figure 5.5. Since the problem is one of high speed flight, it is generally desirable to have ‘very high natural frequencies and flutter speeds well above the normal operating speeds. Any change of stiffness or mass distribution will alter the modes and frequencies and thus allow a change in the flutter speeds. If the aircraft is not properly maintained and excessive play and flexibility exist, flutter could occur at flight speeds below the limit airspeed. Compres&ility pmblems may define the limit airspeed for an airplane in terms of Mach num- ber. The supersonic airplane may experience a great decay of stability at some high Mach number or encounter critical structural or engine inlet temperatures due to aerodynamic heating. The transonic airplane at an excessive 342
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speed may encounter a variety of stability, con- trol, or buffet problems associated with tran- sonic flight. Since the equivalent airspeed for a given Mach number decreases with altitude, the magnitude of compressibility effects at high altitude may be negligible for the tran- sonic airplane. In this sense, the airplane may not be able to fly at high enough dynamic pressures within a certain range of Mach num- bers to create any significant stability or control problem. The transonic airplane which is buffet lim- ited requires due consideration of the effect of load factor on the onset of buffet,. Since critical Mach number decreases with lift coef- ficient, the limit Mach number will decrease with load factor. If the airplane is subject to prolonged or repeated buffet for which it was not designed, structural fatigue will be the certain result. The limit airspeed for each type aircraft is set sufficiently high that full intended appli- cation of the aircraft should be possible. Each of the factors mentioned about the effect of excess airspeed should provide due respect for the limit airspeed. LANDING AND GROUND LOADS The most critical loads on the landing gear occur at high gross weight and high rate of descent at touchdown. Since the landing gear has requirements of static strength and fatigue strength similar to any other com- ponent, overstress must be avoided to prevent failure and derive the anticipated service life from rhe components. The most significant function of the landing gear is to absorb the vertical energy of the air- craft at touchdown. An aircraft at a given weight and rate of descent at touchdown has a certain kinetic energy which must be dis- sipated in the shock absorbers of the landing gear. If the energy were not absorbed at touchdown, the aircraft would bounce along similar to an automobile with faulty shock absorbers. As the strut deflects on touchdown, NAVWEPS 00-801-80 OPERATING STRENGTH LIMITATIONS oil is forced through an orifice at high velocity and the energy of the aircraft is absorbed. To have an efficient strut the orifice size must be controlled with a tapered pin to absorb the energy with the most uniform force on the strut. The vertical landing loads resulting at touch- down can be simplified to an extent by assum- ing the action of the strut to produce a uni- formly accelerated motion of the aircraft. TV landing load factor for touchdown at a consta rate of descent can be expressed by the follow- ing equation: n= F/W n = (ROD)’ w where a=landing load factor-the ratio of the load in the strut, F, to the weight, W ROD=rate of descent, ft. per sec. g= acceleration due to gravity = 32 ft. per sec.’ S= effective stroke of the strut, ft. As an example, assume that an aircraft touches down at a constant rate of descent of 18 ft. per sec. and the effective stroke of the strut is 18 inches (I.5 ft.). The landing load factor for the condition would be 3.37; the average force would be 3.37 times the weight of the aircraft. (NOTE: there is no specific correlation between the landing load factor and the indication of a cockpit mounted flight accelerometer. The response of the instrument, its mounting, and the onset of landing loads usually prevent direct correlation.) This simplified equation points out two im- portant facts. The effective stroke of the strut should be large to minimize the loads since a greater distance of travel reduces the force necessary to do the work of arresting the ver- tical descent of the aircraft. This should 343
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NAVWEPS 00-EOT-80 OPERATING STRENGTH LIMITATIONS emphasize the necessity of proper maintenance of the struts. An additional fact illustrated is that the landing load factor varies as the square of the touchdown rate of descent. Therefore, a 20 percent higher rate of descent increases the landing load factor 44 percent. This fact should emphasize the need for proper landing technique to prevent a hard landing and over- stress of the landing gear components and associated structure. The effect of landing gross weight is two- fold. A higher gross weight at some landing load factor produces a higher force in the landing gear. The highe: gross weight re- quires a higher approach speed and, if the same glide path is used, a higher rate of descent results. In addition to the principal vertical loads on the landing gear, there are varied side loads, wheel spin up and spring back loads, etc., all of which tend to be more critical at high gross weight, high touchdown ground speed, and high rate of descent. The function of the landing gear as a shock absorbing device has an important application when a forced landing must be accomplished on an unprepared surface. If the terrain is rough and the landing gear is not extended, initial contact will be made with relatively solid structure and whatever energy is ab- sorbed will be accompanied by high vertical accelerations. These high vertical accelera- tions encountered with a gear-up landing on an unprepared surface are the source of a very incapacitating type injury-vertical compres- sion fracture of the vertebrae. Unless some peculiarity of the configuration makes it inadvisable, it is generally recommended that the landing gear be down for forced landing on an unprepared surface. (NOTE: for those prone to forget, it is also recommended that the gear be down for landing on prepared surfaces.) EFFECT OF OVERSTRESS ON SERVICE LIFE Accumulated periods of overstress can create a very detrimental effect on the useful service life of any structural component. This fact is certain and irreversible. Thus, the opera- tion of the airplane, powerplant, and various systems must be limited to design values to prevent failure or excessive maintenance costs early in the anticipated service life. The operating limitations presented in the hand- book must be adhered to in a very strict fashion. In many cases of modern aircraft structures it is very difficult to appreciate the effect of a moderate overstress. This feature is due in great part to the inherent strength of the materials used in modern aircraft construction. As a general airframe static strength require- ment, the primary structure must not expe- rience objectionable permanent deformation at limit load or ~failure at 150 percent of limit load (ultimate load is 1.5 times limit load). To satisfy each part of the requirement, limit load must not exceed the yield stress and ulti- mate load must not exceed the ultimate stress capability of the parts. Many of the high strength materials used in aircraft construction have stress-strain dia- grams typical of figure 5.6. One feature of these materials is that the yield point is at some stress much greater than two-thirds of the ultimate stress. Thus, the critical design condition is the ultimate load. If 150 percent of limit load corresponds to ultimate stress of the material, 100 percent of limit load corre- sponds to a stress much lower than the yield stress. Because of the inherent properties of the high strength material and the ultimate factor of safety of 1.5, the limit load condition is rarely the critical design point and usually possesses a large positive margin of static strength. This fact alone implies that the structure must be grossly overstressed to pro- duce damage easily vidble to the naked eye. This lack of immediate visible damage with “overstress” makes it quite diflicult to recog- nize or appreciate the long range effect. A reference point provided on the stress strain diagram of figure 5.6 is a stress termed 344
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STRESS, PSI 100% LIMIT LOAD :NDURANCE LIMIT I- STRAIN, lN/,N NAVWEPS 00-8OT-80 OPERATING STRENGTH LIMITATIONS - i\ ULTIMATE STRENGTH LIMIT LOAD Figure 5.6. Typical Stress Strain Diagram for a High Strength Aluminum Alloy the “endurance limit.” If the operating cyclic stresses never exceed this “endurance limit” an infinite (,or in some cases “near infinite”) num- ber of cycles can be withstood without fatigue failure. No significant fatigue damage accrues from stresses below the endurance limit but the value of this endurance limit is approxi- mately 30 to 50 percent of the yield strength for the light alloys used ia airkraft construc- tion. The rate of fatigue damage caused by stresses only &g/&y above the endurance limit is insignificant. Even stresses near the limit load do not cause a significant accumulation of fatigue damage if the frequency of applicatibn is reasonable and within the intended mission requirement. However, stresses above the limit load-and especially stresses well above the limit load-create a very rapid rate of fatigue damage. inherent high yield strength and low ductility of typical aircraft metals. These same over- stresses cause high rate of fatigue damage and create premature failure of parts in service. The effect of accumulated overstress is rhe formation and propagation of fatigue cracks. While it is sure that fatigue crack always will be formed before final failure of a part, accumu- lated overstress is most severe and fatigue provoking at the inevitable stress coticentra- tions. Hence, disassembly and detailed’inspec- tion is both costly and time-consuming. To prevent in-service failures of a basically sound structure, the part must be properly maintained and operated within the design “envelope.” Examples of in-service fatigue failures are shown in figure 5.7. A puzzling situation then exists. “Over- stress” is difficult to recognize because of the The operation of any aircraft and powerplant must be conducted withm the operating limita- tions prescribed in the flight handbook. No hearsay or rumors can be substituted for chc 345
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NAVWEPS 00-80T-80 OPERATING STRENGTH LIMITATIONS ATTACHMENT FITTING FATiGUE FAILURES FATIGUE CRACKS IN STRUCTURAL SAMPLE Figure 5.7. Examples of Fatigue Failures 346
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NAVWEPS 00-801-80 OPi?RATlNG STRENGTH LIMITATIONS accepted data presented in the aircraft hand- book. All of the various static ‘strength, operated past the specified time, speed, or temperature limits without immediate appar- service life, and aeroelastic effects must be ent damage. In each case. the cumulative given proper respect. An airplane can be over- effect will tell at some later time when in- stressed with the possibility that no immediate service failures occur and maintenance costs damage is apparent. A powerplant may be increase. 347
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SNOllVlIWll H13N3US ONllVU3dO 08-108-00 Sd3MAVN
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NAVWEPS OD-8OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING Chapter 6 APPLICATION OF AERODYNAMICS TO SPECIFBC PROW OF FLYING While the previous chapters have presented the detailed parts of the general field of aero- dynamics, there remain various problems of flying which require the application of princi- ples from many parts of aerodynamics. The application of aerodynamics to these various problems of flying will assist the Naval Aviator in understanding these problems and develop- ing good flying techniques. PRIMARY CONTROL OF AIRSPEED AND ALTITUDE For the conditions of steady flight, the air- plane must be in equilibrium. Equilibrium will be achieved when there is no unbalance of force’or moment acting on the airplane. If it is assumed that the airplane is trimmed so that no unbalance of pitching, yawing, or rolling moments exists, the principal concern is for 349
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NAVWE,PS OD-80T-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING the forces acting on the airplane, i.e., lift, thrust, weight, and drag. ANGLE OF ATTACK VERSUS AIRSPEED. In order to achieve equilibrium in the vertical direction, the net lift must equal the airplane weight. This is a contingency of steady, level flight or steady climbing and descending flight when the flight path inclination is slight. A refinement of the basic lift equation defines the relationship of speed, weight, lift coefficient, etc., for the condition of lift equal to weight. V=17.2 y J TP or where V=velocity, knots (TAX) VE=equivalent airspeed, knots (EAS) W=gross weight, lbs. S= wing surface area, sq. ft. W/S= wing loading, psf g=altitudc density ratio C,= lift coefficient From this relationship it is appreciated that a given configuration of airplane with a specific wing loading, W/S, will achieve lift equal to weight at particular combinations of velocity, V, and lift coefficient, C,. In steady flight, each equivalent airspeed demands a particular vaIue of C,, and each value of C, demands a particular equivalent airspeed to provide lift equal to weight. Figure 6.1 illustrates a typical lift curve for an airplane and shows the relation- ship between C, and OL, angle of attack. For this relationship, some specific value of a will create a certain value of C, for any given aero- dynamic configuration. For the conditions of steady flight with a given airplane, each angle of attack corre- sponds to a specific airspeed. Each angle of attack produces a specific value of CL and each value of C, requires a specific value of equiva- lent airspeed to provide lift equal to weight. Hence, angle of attack is the primary .control of airspeed in mad3 fright. If an airplane is es- tablished in steady, level flight at a particular airspeed, any increase in angle of attack will result in some reduced airspeed common to the increased C,. A decrease in angle of attack will result in some increased airspeed com- mon to the decreased CL. As a result of the change in airspeed, the airplane may climb or descend if there is no change in powet setting but the change in airspeed was provided by the change in angle of attack. The state of the airplane during the change in speed will be some transient condition between the original and final steady state conditions. Primary control of airspeed in steady flight by angle of attack is an important principle. With some configurations of airplanes, low speed flight will bring about a low level of longitudinal stick force stability and possi- bility of low airplane static longitudi- nal stability. In such a case, the “feel” for airspeed will be light and may not furnish a ready reference for easy control of the air- plane. In addition, the high angles of attack common to low speed flight are likely to pro- vide large position errors to the airspeed indi- cating system. Thus, proper control of air- speed will be enhanced by good “attitude” flying or-when the visual t;eference field is poor-an angle of attack indicator. RATE OF CLIMB AND .DESCENT. In order for an airplane to achieve ‘equilibrium at constant altitude, lift must be equal to weight and thrust must be equal to drag. Steady, level flight requires equilibrium in both the vertical and horizontal directions. For the case of climbing or descending flight condi- tions, a component of weight is inclined along the flight path direction and equilibrium is achieved when thrust is not equal to the drag. When the airplane is in a steady climb or descent, the rate of climb is related by the following expression: 350
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NAVWEPS OO-80T-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING LIFT COEFFICIENT CL POWER REQUIRED 0 AVAILABLE HI? \ FOR LIFT EQUAL TO WEIGHT, “= 17.2J$- gs a ANGLE OF ATTACK FOR A STEADY CLIMB, t ROC = 33,000 FPM POWER REQ’D- POWER EXCESS \ A 7- IER AVAILABLE ‘HIGH WILL ESTABLISH PO’lh w...-.. SNCY ..-- -_... - -.-. LEVEL FLIGHT AT -- t I VELOCITY, KNOTS A 0 Figure 6.1. Primary Control of Airspeed and Altitude 351
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NAVWEPS DO-ROT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING RC,,= 33,ooo pa;pr ( 1 where RC=rate of climb, ft: per min. Pn=propulsive power available, h.p. Pr=power required for level flight, h.p. W=gross weight, Ibs. From this relationship it is appreciated that the rate of climb in steady flight is a direct function of the difference between power avail- able and power required. If a given airplane configuration is in lift-equal-to-weight flight at some specific airspeed and altitude, there is a specific power required to maintain these conditions. If the power available from the powerplant is adjusted LO equal the power required, the rate of cl&b is zero (Pa--Pr=O). This is illustrated in figure 6.1 where the power available is ser equal to the power required at velocity (A). If rhe airplane were in steady level flight at velocity (A), an increase in power available would create an excess of power which will cause a rate of climb. Of course, if the speed were allowed to increase by a decreased angle of attack, the increased power setting could simply maintain altitude at some higher airspeed. However, if the original aerodynamic conditions arc maintain- ed, speed is maintained at (A) and an increased power available results in a rate of climb. Also, a decrease in power available at point (A) will produce a deficiency in power and result in a negative rate of climb (or a rate of descent). For this reason, it is apparenr. that pomr setting is the primary control of altitude in Jtcady Bight. There is the direct correlation between the excess power (Pa-P,>, and rhe airplane rate of climb, RC. FLYING TECHNIQUE, Since the condi- tions of steady flight predominate during a majority of all flying, the fundamentals of flying technique are the principles of steady flight: (1) Angle of attack is the primary control of airspeed. (2) Power setting is the primary control of altitude, i.e., rate of cl&b/descent. With the exception of the transient conditions of flight which occur during maneuvers and acrobatics, the conditions of steady flight will be applicable during such steady flight condi- tions as cruise, climb, descent, takeoff, ap- proach, landing, etc. A clear understanding of these two principles will develop good, safe flying techniques applicable to any sort of airplane. The primary control of airspeed during steady flight conditions is the angle of attack. However, changes in airspeed will necessitate changes in power setting to maintain altitude because of the variation of power required with velocity. The primary control of altitude (rate of climb/descent) is the power setting. If an airplane is being flown at a particular airspeed in level flight, an increase or decrease in power setting will result in a rate of climb or descent at this airspeed. While the angle of attack must be maintained to hold airspeed in steady flight, a change in power setting will necessitate a change in nttitude;to.accommodate the new flight path direction. These princi- ples form the basis for “attitude” flying tech- nique, i.e., “attitude plus, power equals per- formance,” and provide .a background for good instrument flying technique as well as good flying technique for all ordinary flying conditions. One of the most important phases of flight is the landing approach and it is during this phase of flight that the principles of steady flight are so applicable. If, during the landing approach, it is realized that ithe airplane is below the desired glide path, an increase in nose up attitude will not insure that the airplane will climb to the desired glide path. In fact, an increase in nose-up attitude may produce a greater race of descent and cause the airplane co sink more below the desired glide path. At a given airspeed, only an increase in power setting can cause a rate of climb (or lower rate of descent) and an in- 352
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crease in nose up attitude without the appro- priate power change only controls the airplane to a lower speed. REGION 0~ REVERSED COMMAND The variation of power or thrust required with velocity defines the power settings neces- sary to maintain steady level flight at various airspeeds. To simplify the situation, a gener- ality could be,assumed that the airplane con- figuration and. altitude define a variation of power setting required (jet thrust required or prop power required) versus velocity. This general variation of required power setting versus velocity is illustrated by’the first graph of figure 6.2. This curve illustrates the fact that at low speeds near the stall or minimum control speed the power setting required for steady level flight is quite high. However, at low speeds, ant increase in speed reduces the required power setting until some minimum value is reached.at the conditions for maximum endurance. Increased speed beyond the con- ditions for maximum endurance will then in&ease the power setting required for steady level flight. REGIONS OF NORMAL AND REVERSED COMMAND. This .typical variation of re- quired power setting with speed allows a sort of terminology to be assigned to specific regimes of velocity. Speeds greater than the speed for maximum endurance require increas- ingly greater power settings to achieve steady, level flight. Since the normal command of flight assumes a higher power setting will achieve a greater speed, the regime of flight speeds greater than the speed for minimum required power setting is termed the “region of normal command.” Obviously, parasite drag or parasite power predominates in this regime to produce the increased power setting required with increased velocity. Of course, the major items of airplane flight performance take place in the region of normal command. Flight speeds below the sperd for maximum endurance produce required power settings NAVWEPS DCI-ROT-RD APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYl,NG which increase with a decrease in speed. Since the increase in required power setting with decreased velocity is contrary to the normal command of flight, the regime of flight speeds between the speed for minimum required power setting and, the stall speed (or minimum control speed) is termed the “region of re- versed command. ” In this regime of flight, a decrease in airspeed ‘must be accompanied by an increased power setting in order to main- tain steady flight. Obviously, induced drag or induced power required predominates in this regime to produce the increased power setting required with decreased velocity. One fact should be made clear about the region of reversed command: flight in the “reversed” region of command does not imply that a decreased power setting will bring about a higher airspeed or an increased power setting will produce a lower airspeed. To be sure, the primary control of airspeed is not the power setting. Flight in the region of re- versed command only implies that a higher airspeed will repire a lower power setting and a lower airspeed will require a higher power setting to hold altitude. Because of the variation of required power setting throughout the range of flight speeds, it is possible that one particular power setting may be capable of achieving steady, level flight at two different, airspeeds. As shown on the first curve of figure 6.2, one given power setting would meet the power requirements and allow steady, level flight at both points 1 and 2. At speeds lower than point 2, a deficiency of power 1 would exist and a rate of descent would be in- curred. Similarly, at speeds greater than point 1, a deficiency of power would exist and the 1 airplane would descend. The speed range be- tween points 1 and 2 would provide an excess of power and climbing flight would be pro- duccd FEATURES OF FLIGHT IN THE NOR- MAL AND REVERSED REGIONS OF COM- MAND. The majority of all airplane flight is conducted in the region of normal command, 353 Revised January 1965
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NAVWEPS 00-6OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING POWER SETTING REQUIREt AND AVAILABL - POWER SETTING, REOUIRED AND AVAILABLE REGION OF REVERSED COMMA L- 0 I - -. REGION OF= NORMAL COMMAND REQUIRED SETTING -SPEED FOR MINIMUM ,REQUlRED POWER SETTING.ie MAX.ENDURANCE I VELOCITY, KNOTS REGION OF REVERSED COMMAND -I-- REGION OF NORMAL COMMAND VELOCITY, KNOTS Figure 6.2. Region of Reversed Command 1 REOUIRED -POWER DEFICIENCY 354 Revised January 1965
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e.g., cruise, climb, maneuvers, etc. The region of reversed command is encountered primarily in the low speed phases of flight during takeoff and landing. Because of the extensive low speed flight during carrier operations, the Naval Aviator will be more familiar with the region of reversed command than the ordinary pilot. The characteristics of flight in the region’of normal command are illustrated at point A on the second curve of figure 6.2. If the airplane is established in steady, level flight at point A, lift is equal to weight and the power available is set equal to the power required. When the airplane is disturbed to some airspeed slightly greater than point ‘A, a power deficiency exists and, wheq,:the &+la&is disturbed to some air- speed slightly lower than point A, a power excess exists. This relationship provides a tendency for the airplane to return to the equili- brium of point A and resume the original flight condition following a disturbance. Also, the static longitudinal stability of the airplane tends to return the airplane to the original trimmed CL and velocity corresponding to this C,. The phugoid usually has most satisfactory qualities at low values of C,. so the high speed of the region ‘of normal command provides little tendency of. the airplane’s, airspeed to vary or wander abom. With all factors considered, flight in Lhe region of noi& command is characterized by a relatively strong tendency of the airplane to maintain the trim speed quite naturally. How- ever, flight in the region of normal command can lead to some unusual and erroneous impres-, sions regarding proper flying technique. For example, if the airplane is established at point A in steady level flight, a controlled increase in airspeed without a change in power setting will create a deficiency of power and cause the airplane to descend. Similarly, a controlled decrease in airspeed without a change in power setting will create an excess of power and cause the airplane to climb. This fact, coupled with Lhe transient motion of the airplane when the NAVWEPS OD4OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING angle of attack is changed rapidly, may lead to the impression thal rate of climb and descent can be controlled by changes in angle of attack. While such is true in the region of normal com- mand, for the conditions of stead’ flight, pri- mary control of altitude remains the power setting and the primary control of airspeed re- mains the angle of attack. The impressions and habits that can be developed in the region of normal command can bring about disastrous consequences in the region of reversed com- mand The characteristics of flight in the region of reversed command are illustrated at point B on the second curve of figure 6.2. If the air- plane is established in steady, level flight at point B, lift is equal to weight and the power available is set equal to the. power required. When the airplane is disturbed to some air- speed slightly greater than point B, an excess of power exists and, when the airplane is dis- turbed to some airspeed slightly lower than point B, a deficiency of power exists. This relationship is basically unstable because the variation of excess power to either side of point B tends to magnify any original dis- turbance. While the static longitudinal sta- bility of the airplane tends to maintain the original trimmed C, and airspeed correspond- ing to that CL, the phugoid usually has the least satisfactory qualities at the high values of CL corresponding to low speed flight. When all factors are considered, flight in the region of reversed command is characterized by a relatively weak tendency of the airplane to maintain the trim speed naturally. In fact it is likely that the airplane will exhibit no inherent tendency to maintain the trim speed in this regime of flight. For this reason, the pilot inust give particular attention to precise control of airspeed when operating in the low flight speeds of the region of reversed command. While flight in the region of normal com- mand may create doubt as to the primary con- trol of airspeed and altitude, operation in the region of reversed command should leave little
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‘: -.- * ,-. . :,,. _,: .-,A*
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doubt about proper flying techniques. For example, if the airplane is established at point B in level flight, a controlled increase in air- speed (by reducing angle of attack) without change in power setting will create an excess of power at the higher airspeed and cause the airplane to climb. Also, a controlled decrease in airspeed (by increasing angle of attack) without a change of power setting will create a deficiency of power at the lower airspeed and cause the airplane to descend. This rela- tionship should leave little doubt as to the primary control of airspeed and altitude. The transient conditions during the changes in airspeed in the region of reversed command are of interest from the standpoint of landing flare characteristics. Suppose the airplane is in steady flight at point B and the airplane angle of attack is increased to correspond with the value for the lower airspeed of point C (see fig. 6.2). The airplane would not instanta- neously dPvelop the lower speed and rate of descent common to point C but would approach the conditions of point C through some tran, sient process depending on the airplane char. acteristics. If the airplane characteristics are low wing loading, high L/D, and high lift curve slope, the increase in angle of attack at point B will produce a transient motion in which curvature of the flight path demonstrates a definite flare. That is, the increase in angle of attack creates a momentary rate of climb (or reduction of rate of descent) which would be accompanied by a gradual loss of airspeed. Of course, the speed eventually decreases to point C and the steady state rate of descent is achieved. If the airplane characteristics are high wing loading, low L/D, and low lift curve slope, the increase in angle of attack at point B may produce a transient motion in which the airplane does not flare. That is, the increase in angle of attack may produce such rapid re- duction of airspeed and increase in rate of descent that the airplane may be incapable of a flaring flight path without an increase in power setting. Such characteristics may neces- NAVWEPS 00-807-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING sitate special landing techniques, particularly in the case of a flameout landing. Operation in the region of reversed command does not imply that great control difficulty and dangerous conditions will exist. However, flight in the region of reversed command does amplify any errors of basic flying technique. Hence, proper flying technique and precise control of the airplane are most necessary in the region of reversed command. THE ANGLE OF ATTACK INDICATOR AND THE MIRROR LANDING SYSTEM The usual errors during the takeoff and landing phases of flight involve improper con- trol of airspeed and altitude along some desired flight path. Any errors of technique are ampli- fied when an adequate visual reference is not available to the pilot. It is necessary to provide the pilot with as complete as possible visual reference field to minimize or eliminate any errors in perception and orientation. The angle of attack indicator and the mirror land- ing system assist the pilot during the phases of takeoff and landing and allow more consistent, precise control of the airplane. THE A.NGLE OF ATTACK INDICATOR. Many specific aerodynamic conditions exist at particular angles of attack for the airplane. Generally, the conditions of stall, landing ap- proach, takeoff, range, endurance, etc., all occur at specific values of lift coefficient and specific airplane angles of attack. Thus, an instrument to indicate or relate airplane angle of attack would be a valuable reference to aid the pilot. When the airplane is at high angles of attack it becomes difficult to provide accurate indica- tion of airspeed because of the possibility of large position errors. In fact, for low aspect ratio airplane configurations at high angles of attack, it is possible to provide indications of angle of attack which are more accurate than indications of airspeed. As a result, an angle of attack indicator can be of greatest utility ar the high angles of attack. 357
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NAVWEPS 00-BOT-80 APPLICATION OF AERODYNAMKS TO SPECIFIC PROBLEMS OF FLYl,NG A particular advantage of an angle of attack indicator is that the indicator is not directly affected by gross weight, bank angle, load factor, velocity, or density altitude. The typical lift curve of figure 6.3 illustrates the variation of lift coefficient, C,, with angle of attack. a. When a particular aerodynamic configuration is in subsonic flight, each angle of attack produces a particular value of lift coefficient. Of course, a point of special interest on the lift curve is the maximum lift coefficient, C,,,,. Angles of attack greater than that for C,,,, produce a decrease in lift coefficient and constitute the stalled condition of flight. Since Cz,., occurs at a particular angle of attack, any device to provide a stall warning should be predicated on the function of this critical angle of, attack. Under these conditions, stall of the airplane may take place at various airspeeds depending on gross weight, load factor, etc., but always the same angle of attack. In order to reduce takeoff and landing dis- tances and minimize arresting loads, takeoff and landing wil! be accomplished at minimum practical speeds. The takeoff and landing speeds inust provide suficient margin above the stall speed (or minimum control speed) and are usually specified at some fixed per- centages of the stall speed. As such, takeoff, approach, and landing will be accomplished at specific values of lift coefficient and, thus, particular angles of attack. For example, assume that point A on the lift curve is defined as the proper aerodynamic condition for the landing approach. This condition exists as a particular lift coefficient and angle of attack for a specific aerodynamic configuration. When the airplane is flown in a steady flight path at the prescribed angle of attack, the resulting airspeed will be appropriate for the airplane gross weight. Any variation in gross weight will Simply alter the airspeed necessary to provide suificient lift. The use of an angle of attack indicator to maintain the recom- mended angle of attack will insure that the airplane is operated at the proper approach speed-not too low or too high an airspeed. In addition to the tise of the angle of attack indicator during approach and landing, the instrument may te used as a principal reference during takeoff. The use of the angle of attack indicator to assume the proper takeoff angle of attack will prevent both over-rotation and excess takeoff speed. Also, the angle of at- tack indicator may be applicable to assist in control of the airplane for conditions of range, endurance, maneuvers, etc. THE MIRROR LANDING SYSTEM. A well planned, stabilized approach is a funda- mental requirement for a good landing. How- ever, one of the more difficult problems of perception and orientation is the positioning of the airplane along a proper flight path dur- ing approach to landing. While various de- vices are possible, the most successful form of glide path indicator applicable to both field and shipboard operations is the mirror landing system. The function of the mirror landing system is to provide the pilot with an accurate visual reference for a selected flight path which has the desired inclination and point of touch- down. Utilization of the mirror system will allow the pilot to position the airplane along the desired glide path and touch down at the desired point. When the proper glide path inclination is set, the pilot can be assured that the rate of descent will not be excessive and a foundation is established for a successful landing. The combination of the angle of attack in- dicator and the mirror landing system can provide an excellent referetice for a landing technique. The use of the angle of attack indicator will provide the airplane with the proper airspeed while the mirror system refer- ence will provide the desired flight path.: When shipboard operations are conducted without the mirror system and angle of attack indicator, the landing signal officer must provide the immediate reference of airspeed and flight path. The LSO must perceive gnd judge the angle of 358
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LIFT COEFFICIENT CL CL MAX - NAVWEPS OD-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING 7 A - STALL ANGLE OF ATTACK, 0 3s9
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NAVWEPS DD-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING attack (and, hence, airspeed) and the flight path of the landing aircraft and signal correc- tions to be made in order to achieve the desired flight path and angle of attack. Because of the field of orientation available to the LSO, he is able to perceive the flight path and angle of attack more accurately than the pilot with- out an angle of attack indicator and mirror landing system. THE APPROACH AND LANDING The specific techniques necessary during the phase of approach and landing may vary con- siderably between various types of airplanes and various operations. However, regardless of the airplane type or operation, there are certain fundamental principles which will de- fine the basic techniques of flying during ap- proach and landing. The specific procedures recommended for each airplane type must be followed exactly to insure a consistent, safe landing technique. THE APPROACH. The approach must be conductrd to provide a stabilized, steady flight path to the intended point of touchdown. The approach speed specified for an airplane must provide sufficient margin above the stall speed or minimum control speed to allow satisfactory control and adequate maneuverability. On the other hand, the approach speed must not be greatly in excess of the touchdown speed or a large reduction in speed would be necessary prior to ground contact. Generally, the ap- proach speed will be from 10 to 30 percent above the stall speed depending on the air- plane type and the particular operation. During the approach, the pilot must attempt to maintain a smooth flight path and prepare for the touchdown. A smooth, steady ap- proach to landing will minimize the transient items of the flight path and provide the pilot better opportunity to perceive and orientate the airplane along the desired flight path. Steep turns must be avoided at the low speeds of the approach because of the increase in drag and stall speed in the turn. Figure 6.4 illus- trates the typical change in thrust required caused by a steep turn. A steep turn may cause the airplane to stall or the large increase in in- duced drag may create an excessive rate of descent. In either case, there may not be suf- ficient altitude to effect recovery. If the .air- plane is not properly lined up on the final ap- proach, it is certainly preferable to take a waveoff and go around rather than “press on regardless” and attempt to salvage a decent landing from a poor approach. The proper coordination of the controls is an absolute necessity during the approach. In this sense, due respect must be given to the primary control of airspeed and race of descent for the conditions of the steady approach. Thus, the proper angle of attack will produce the desired approach airspeed; too low an angle of attack will incur an excess speed while an excessive angle of attack will produce a deficiency of speed and may cause stall or con- trol problems. Once the proper airspeed and angle of attack are attained the primary control of rate of descent during the steady approach will be the power setting. For example, if it is realized that the airplane is above the de- sired glide path, a more nose-down attitude without a decrease in power setting will result in a gain in airspeed. On the other hand, if it is realized that the airplane is below the desired glide path, a more nose-up attitude without an increase in power setting will simply allow the airplane to fly more slowly and-in the region of reversed command-eventually produce a greater rate of descent. For the conditions of steady flight, angle of attack is the primary control of airspeed and power setting is the primary control of rate of climb and descent. This is especially true during the steady ap- proach to landing. Of course, the ability of the powerplant to produce rapid changes in thrust will affect the specific technique to be used. If the powerplant is not capable of pro- ducing immediate controlled changes in thrust, the operating technique must’ account for this 360
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NAVWEPS OD-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING EFFECT OF STEEP TURNS ON THRUST REQ’D THRUST REO’D LBS. WING LEVEL FLIGHT VARloUS APPROACH PATHS TYPICAL LIFT n CURVES LIFT COEFFICIENT CL ANGLE OF ATTACK, a Figure 6.4. The Approach and Landing
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NAVWEPS OD-BOT-BO APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYI’NG deficiency. It is most desirable that the power- plant be capable of effecting rapid changes in thrust to allow precise control of the airplane during approach. The type of approach path is an important factor since it affects the requirement of the flare, the touchdown rate of descent, and-to some extent-the ability to control the point of touchdown. Approach path A of figure 6.4 depicts the steep, low power approach. Such a flight path generally involves a low power setting near idle conditions and a high rate of descent. Precise control of the air- plane is difficult and an excess airspeed usually results from an approach path similar to A. Waveoff may be difficult because of the re- quired engine acceleration and the high rate of descent. In addition, the steep approach path with high rate of descent requires con- siderable flare to reduce the rate of descent at touchdown. This extreme flare requirement will be di,fficult to execute with consistency and will generally result in great variation in the speed, rate of descent, and point of touchdown. Approach path C of figure 6.4 typifies the long, shallow approach with too small an inclination of the flight path.. Such a flight path requires a relatively high power setting and a deficiency of airspeed is a usual conse- quence. This extreme of an approach path is not desirable because it is difficult to control the point of touchdown and the low speed may allow the airplane to settle prematurely short of the intended landing touchdown. Some approach path between the extremes of A and C must be selected, e.g., flight path B. The desirable approach path must not incur excessive speed and rate of descent or require excessive flaring prior to touchdown. Also, some moderate power setting must be required which will allow accurate control of the flight path and provide suitable waveoff characteristics. The approach flight path cannot be too shallow for excessive power setting may be required and it may be difficult to judge and control the point of touchdown. The LSO, mirror landing system, and various approach lighting systems will aid the pilot in achieving the desired approach flight path. THE LANDING FLARE AND TOUCH- DOWN. The specific techniques of landing flare and touchdown will vary considerably between various types of airplanes. In fact, for certain types of airplanes, a flare from a properly executed approach may not be de- sirable because of the possibility of certain critical dynamic landing loads or because of the necessity for a certain standard of tech- nique when aerodynamic flare characteristics are critical. The landing speed should be the lowest practical speed above the stall or mini- mum control speed to reduce landing distances and arresting loads. Generally, the landing speed will be from 5 to 25 percent above the stall speed depending on the airplane type and the particular operation. The technique required for the landing will be determined in great part by the aerodynamic characteristics of the airplane. If the airplane characteristics are low wing loading, high LID, and relatively high lift curve slope, the airplane usually will have good landing flare charac- teristics. If the airplane characteristics are high wing loading, low L/D, and relatively low lift curve slope, the airplane may not possess desirable flare characteristics and landing tech- nique may require a minimum of flare to touchdown. These extremes are illustrated by the lift curves of figure 6.4. In preparation for the landing, several factors must be accounted for because of their effect on landing distance, landing loads, and arrest- ing loads. These factors are: (1) Landing gross weight must be con- sidered because of its effect on landing speed and landing loads. Since the landing is accomplished at a specific angle of attack or margin above the stall speed, gross weight will define the landing speed. In addition, the gross weight is an important factor in determining the landing distance and energy 362
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dissipating requirements of the brakes. There will be a maximum design landing weight specified for each airpIane and this limitation must be respected because of critical landing loads, arresting loads, or brake requirements. Of course, any air- plane will have a limiting touchdown rate of descent specified with the maximum land- ing weight and the principal landing load limitations will be defined by the combina- tion. of gross weight and rate of descent at touchdown. (2) The surface winds must be considered because of the large effect of a headwind or tailwind OR the landing distance. In the case of the crosswind, the component of wind along the runway will be the effective headwind or tailwind velocity. Also, the crosswind component across the runway will define certain requirements of lateral control power. The airplane which exhibirs large dihedral effect at high lift coefficients is quite sensitive to crosswind and a limiting crosswind component will be defined for the configuration. (3) Press.w~ dtitsde and tmpma~e will affect the landing distance because of the effect on the true airspeed for landing. Thus, pressure altitude and temperature must be considered to define the density altitude. (4) The runway condition must be con- sidered for its effect on landing distances. Runway slope of ordinary values will ordi- narily favor selection of a runway for a favorable headwind at landing. The surface condition of the runway will determine braking effectiveness and ice or water on the runway may produce a considerable increase in the minimum landing distance. Thus, preparation for the landing must in- clude determination of the landing distance of the airplane and comparison with the runway length available. Use of the angle of attack indicator and the mirror landing system will assist the pilot in effecting touchdown at the desired location with the proper airspeed. Of NAVWEPS OD-BOT-BO APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING course, the landing is not completed until the airplane is slowed to turn off the runway. Control of the airpIane must be maintained after the touchdown and proper technique must be used to decelerate the airplane. TYPICAL ERRORS. There are many un- desirable consequences when basic principles and specific procedures are not followed during the approach and landing. Some of the typical errors involved in landing accidents are out- lined in the following discussion. The steep, low power approach leads to an exce.rsive rate of descent and the possibility of a hard landing. This is particularly the case for the modern, low aspect ratio, swept wing airplane configuration which incurs very large induced drag at low speeds and does not have very conventional flare characteristics. For this type of airplane in a steep, low power approach, an increased angle of attack without a change of power setting may not cause a reduction of rate of descent and may even in- crease the rate of descent at touchdown. For this reason, a moderate stabilized approach is necessary and the principal changes in rate of descent must be controlled by changes in power setting and principal changes in airspeed must be controlled by changes in angle of attack. ‘An excessive angle of attack during the ap- proach and landing implies that the airplane is being operated at too low an airspeed. Of course, excessive angle of attack may cause the airplane to stall or spin and the low altitude may preclude recovery. Also, the low aspect ratio configuration at an excessively low air- speed will incur very high induced drag and will necessitate a high power setting or other- wise incur an excessive rate of descent. An additional problem is created by an excessive angle of attack for the airplane which exhibits a large dihedral effect at high lift coefficients. In this case, the airplane would be more sensi- tive to crosswind.s and adequate lateral control may not be available to effect a safe landing at a critical value of crosswind.
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MAVWEPS OO-BOLBO APPLICA’IIOM OF AERODYNAMICS 10 SPECIFIC PROBLEMS OF FLYI~NG
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Excess airspeed at landing is just as undesira- ble as a deficiency of airspeed. An cxccssivc airspeed at landing will produce an undesirable increase in landing distance and the energy to be dissipated by the brakes for the field landing or excessive arresting loads for theshipboard landing. In addition, the excess airspeed is a corollary of too low an angle of attack and the airplane may contact the deck or runway nose wheel first and cause damage to the nose wheel or begin a porpoising of the airplane. During a flare to landing, any excess speed will be difficult to dissipate due to the reduction of drag due to ground effect. Thus, if the air- plane is held off with excess airspeed the air- plane will “float” with the consequence of a barrier engagement, barricade engagement, bolter, or considerable runway distance used before touchdown. A fundamental requirement for a good land- ing is a well planned and executed approach. The possibility of errors during the landing process is minimized when the airplane is brought to the point of touchdown with the proper glide path and airspeed. With the proper approach, there is no need for drastic changes in the flight path, angle of attack, or power setting to accomplish touchdown at the intended point on the deck or runway. Late corrections to line up with the deck or diving for the deck are common errors which eventu- ally result in landing accidents. Accurate control of airspeed and glide path are ab- solutely necessary and the LSO, angle of attack indicator, and the mirror landing system pro- vide great assistance in accurate control of the airplane. THE TAKEOFF As in the case of landing, the specific tech- niques necessary may vary greatly between various types of airplanes and various oper- ations but certain fundamental principles will be common to all airplanes and all operations. The specific procedures recommended for each airplane type must be followed exactly to MAVWEPS OD-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING insure a consistent, safe takeoff flying tech- nique. TAKEOFF SPEED AND DISTANCE. The takeoff speed of any airplane is some mini- mum practical airspeed which allows sufficient margin above stall and provides satisfactory control and initial rate of climb.. Depending on the airplane characteristics, the takeoff speed will be some value 5 to 25 percent above the stall or minimum control speed. As such, the takeoff will be accomplished at a certain value of lift coefficient and angle of attack specific to each airplane configuration. As a result, the takeoff airspeed (FAX or CM) of any specific airplane configuration is a function of the gross weight at takeoff. Too low an airspeed at takeoff may cause stall, lack of adequate control, or poor initial climb per- formance. An excess of speed at takeoff may provide better control and initial rate of climb but the higher speed requires additional dis- tance and may provide critical conditions for the tires. The takeoff distance of an airplane is affected by many different factors other than technique and, prior to takeoff, the takeoff distance must be determined and compared with the runway length available. The principal factors affecting the takeoff distance are as follows: (1) The gross weight of the airplane has a considerable effect on takeoff distance be- cause it affects both takeoff speed and ac- celeration during takeoff roll. (2) The surface winrls must be considered because of the powerful effect of a headwind or tailwind on the takeoff distance. In the case of the crosswind, the component of wind along the runway will be the effective headwind or tailwind velocity. In addi- tion, the component of wind across the run- way will define certain requirements of lateral control power and the limiting compo- nent wind must not be exceeded. (3) Pressure altitude and temperature can cause a large effect on takeoff distance, es- pecially in the case of the turbine powered
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NAVWEPS OD-SOT-80 APPLICATION OF AERODYNAMICS, TO SPECIFIC PROBLEMS OF FLYING airplane. Density altitude will determine the true airspeed at takeoff and can affect the takeoff acceleration by altering the powerplant thrust. The effect of tempeta- ture alone is important in the case of the turbine powered aircraft since inlet air tem- perature will affect powerplant thrust. Ic should be noted that a typical turbojet ait- plane may he approximately twice as sensi- tive to density altitude and five to ten times as sensitive to temperature as a representa- cive reciprocating engine powered airplane. (4) Specific humidity must be accounted for in the case of the reciprocating engine powered airplane. A high water vapor content in the air will cause a definite reduc- tion in takeoff power and takeoff acceler- ation. (5) The runluay condition will deserve con- sideration when the takeoff acceleration is basically low. The runway slope must be compared carefully with the surface winds because ordinary values of runway slope will usually favor choice of the runway with headwind and upslope rather than down- slope and tailwind. The surface condition of the runway has little bearing on takeoff distance as long as the runway is a hard surface. Each .of these factors must be accounted for and the takeoff distance properly com- puted for the existing conditions. Since obstacle clearance distance is generally a function of the same factors which affect takeoff distance, the obstacle clearance dis- tance is usually related as some proportion of the takeoff distance. Of course, the take- off and obstacle clearance distances related by the handbook data will be obtained by the techniques and procedures outlined in the handbook. TYPICAL ERRORS. The takeoff distance of an airplane should be computed for each takeoff. A most inexcusable error would be to attempt takeoff from a runway of insufficient length. Familiarity with the airplane hand- book performance data and proper accounting of weight, wind, altitude, temperature, etc., are necessary parts of flying. Conditions of high gross weight, high pressure altitude and temperature, and unfavorable winds create the extreme requirements of runway length, espe- cially for the turbine powered airplane. Under these conditions, use of the handbook data is mandatory and no guesswork can be tolerated. One typical.etror of takeoff technique is the premature or excess pitch rotation of the air- plane. Premzture or excm pitch rotation of the airplane may seriously reduce the takeoff accel- eration and increase the takeoff distance. In addition, when the airplane is placed at an excessive angle of attack during takeoff, the airplane may become airborne at too low a speed and the result may be a stall, lack of ade- quate control (especially in a crosswind), or poor initial climb performance. In fact. there are certain low aspect ratio configurations of airplanes which, at an excessive angle of ar- tack, will not fly out of ground effect. Thus, over-rotation of the airplane ,during takeoff may hinder takeoff acceleration or the.initial climb. It is quite typical for an airplane to be placed at an excess angle of attack and become airborne prematurely then settle back fo rhe runway. When the proper angle of attack is assumed, the airplane simply accelerates to the takeoff speed and becomes airborne wirh suf- ficient initial rate of climb. In this sense, the appropriate rotation and takeoff speeds or an angle of attack indicator must be used. If the airplane is subject to a sudden pull-up or Jteep tzzra after becoming airborne, rhe,resulr may be a stall, spin, or reduction in initial rate of climb. The increased angle of attack may exceed the critical angle of attack or the in- crease in induced drag may be quite large. For this reason, any clearing turns made immedi- ately after takeoff or deck launch must be slight and well within the capabilities of the air- plane. 366
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In order to obviate some of the problems of a deficiency of airspeed at takeoff, usual result can be an excess of airspeed at takeoff. The principal effect of an BXCBJS takeoff air@pssd is the greater takeoff distance which results. The general effect is that each 1 percent excess takeoff velocity incurs approximately 2 per- cent additional takeoff distance. Thus, excess speed must be compared with the additional runway required to produce the higher speed. In addition, the aircraft tires may be subject to critical loads when the airplane is at very high rolling speeds and speeds in excess of a basically high takeoff speed may produce damage or failure of the tires. As with the conditions of landing, excess velocity or deficiency of velocity at takeoff is undesirable. The proper takeoff speeds and angle of attack must be utilized to assure satisfactory takeoff performance. GUSTS AND WIND SHEAR The variation of wind velocity and direction throughout the atmosphere is important be- cause of its effect on the aerodynamic forces and moments on an airplane. As the airplane traverses this variation of wind velocity and direction during flight, the changes in airflow direction and velocity create changes in the aerodynamic forces and moments and produce a response of the airplane. The variation of airflow velocity along a given direction exists with shear parallel to the flow direction. Hence, the velocity gradients are often re- ferred to as the wind “shear.” The effect of the vertical gust has important effects on the airplane at high speed because of the possibility of damaging flight loads. The mechanism of vertical gust is illustrated in figure 6.5 where the vertical gust velocity is added vectorially to the flight velocity to produce some resultant velocity. The principal effect of the vertical gust is to produce a change in airplane angle of attack, e.g., a positive (up) gust causes an increase in angle of attack NAVWEPS DD-BOT-BD APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING while a negative (down) gust causes a de- crease in angle of attack. Of course, a change in angle of attack will effect a change in lift and, if some critical combination of high gust intensity and high flight speed is encountered, the change in lift may be large enough to cause structural damage. At low flight speeds during approach, land- ing, and takeoff, the effect of the vertical gust is due to the same mechanism of the change in angle of attack. However, at these low flight speeds, the problem is one of possible incipient stalling and sinking rather than overstress. When the airplane is at high angle of attack, a further increase in angle of attack due to a gust may exceed the critical angle of attack and cause an incipient stalling of the airplane. Also, a decrease in angle of attack due to a gust will cause a loss of lift and allow the airplane to sink. For this reason, any deficiency of airspeed will be quite critical when operating in gusty conditions. The effect of the hori<oonral gust differs from the effect of the vertical gust in that the im- mediate effect is a change of airspeed rather than a change in angle of attack. In this sense, the horizontal gust is of little conse- quence in the major airplane airloads and strength limitations. Of greater significance is the response of the airplane to horizontal gusts and wind shear when operating at low flight speeds. The possible conditions in which an airplane may encounter horizontal gusts and wind shear are illustrated in figure 6.5. As the airplane traverses a shear of wind direction, a change in headwind component will exist. Also, a climbing or descending airplane may traverse a shear of wind velocity, i.e., a wind profile in which the wind velocity varies with altitude. The response of an airplane is much de- pendent upon the airplane characteristics but certain basic effects are common to all ait- planes. Suppose that an airplane is estab- lished in steady, level flight with lift equal to weight, thrust equal to drag, and trimmedso 367
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NAVWEPS OG-8OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING EFFECT OF VERTICAL GUST CHANGE IN ANGLE OF ATTACK OF WIND -1 VERTICAL VARll TRANSIENT CONDITION FROM WIND SHEAR STEADY LEVEL LIFT FLIGHT OR HORIZONTAL GUST 1 LIFT I Figure 6.5. Effect of Wind Shear 368
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there is no unbalance of pitching, yawing, or rolling moment. If the airplane traverses a sharp wind shear equivalent to a horizontal gust, the resulting change in airspeed will disturb such an equilibrium. For example, if the airplane encounrers a sharp horizontal gust which reduces the airspeed 20percent,the new airspeed (80 percent of the original value) produces lift and drag at the same angle of attack which are 64 percent of the original value. The change in these aerodynamic forces would cause the airplane to accelerate in the direction of resultant unbalance of force. That is, the airplane would accelerate down and forward until a new equilibrium is achieved. In addition, there would be a change in pitching moment which would produce a response of the airplane in pitch. The response of the airplane to a horizontal gust will differ according to the gust gradient and airplane characccristics. Gmcrally, if the airplane encounters a sharp wind shear which reduces the airspeed, the airplane tends to sink and incur a loss of altitude ‘before equilibrium conditions are achieved. Similarly, if the airplane encounters a sharp wind shear which increases the airspeed, the airplane tends to float and incur a gain of altitude before equilib- rium conditions are achieved. Significant vertical and horizontal gusts may be due to the terrain or atmospheric conditions. The proximity’of an unstable front or thunder- storm activity’in the vicinity of the airfield is likely to create significant wind shear and gust activity at low altitude. During gusty condi- tions every effort must be made for precise con- trol of airspeed and flight path and any changes due to gusts must be corrected by proper con- trol action. Under extreme gusts conditions, it may be advisable to utilize approach, land- ing, and takeoff speeds slightly greater than normal to provide margin for adequate control. POWER-OFF GLIDE PERFORMANCE The gliding performance of an airplane is of special interest for the single-engine airplane NAVWEPS O&ROT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING in the case of powerplant failure or malfunc- tion. When a powerplant failure or malfunc- tion occurs, it is usually of interest to obtain a gliding flight path which results in the mini- mum glide angle. The minimum glide angle will produce the greatest proportion of glide distance to altitude loss and will result in maximum glide range or minimum expendi- ture of altitude for a specific glide distance. GLIDE ANGLE AND LIFT-DRAG RATIO. In the study of climb performance, the forces acting on the airplane in a steady climb (or glide) produce the following relationship: where Y=: angle of climb, degrees T-thrust, lbs. D-drag, lbs. W=: lbs. In the case of power-off glide performance, the thrust, T, is zero and the relationship reduces to: D sin y= -- W By this relationship it is evident that the mini- mum angle of glide-or minimum negative climb angle-is obtained at the aerodynamic conditions which incur the minimum total drag. Since the airplane lift is essentially equal to the weight, the minimum angle of glide will be obtained when the airplane is operated at maximum lift-drag ratio, (L/D)ma,. When the angle of glide is relatively small, the ratio of glide distance to glide altitude is numeri- cally equal to the airplane lift-drag ratio. glide ratio= glide distance, ft. glide altitude, ft. glide ratio = (L/D) Figure 6.6 illustrates the forces acting on the airplane in a power-off glide. The equilibrium of the steady glide is obtained when the sum- mation of forces in the vertical and horizontal directions is equal to zeta. 369
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NAVWEPS 00-801-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING +Y I l--J-@$!?e DRAG \ SIN 7 = - j WEIGHT LIFT-OR&G RATIO L4l i GLIDE RATIO * L/o r )M -CLEAN CONFIGURATION ! A <LANDING CONFIGURATION LIFT COEFFICIENT, CL RATE OF DESCENT, FPM CLEAN CONFIGURATION POWER OFF VELOCITY, KNOTS Figure 6.6. Glide Performance 370
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NAVWEPS W-ROT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING speed will not cause any significant reduction of glide ratio. This is fortunate and allows the specifying of convenient glide speeds which will be appropriate for a range of gross weights at which power-off gliding may be encoun- tered, e.g., small quantities of fuel remaining. An attempt to stretch a glide by flying at speeds above or below the best glide speed will prove futile. As shown by the illustration of figure 6.6, any C, above or below the optimum will produce a lift-drag ratio less than the maximum. If the airplane angle of attack is increased above the value for (L/D),,, a tran- sient reduction in rate of descent will take place but this process must be reserved for the land- ing phase. Eventually, the steady-state condi- tions would be achieved and the increased angle of attack would incur a lower airspeed and a reduction in (L/D) and glide ratio. The effect of gross weight on glide performance may be difficult to appreciate. Since (L/D)- of a given airplane configuration will occur at a specific value of C,, the gross weight of the air- plane will not affect the glide ratio if the air- plane is operated at the optimum C,. Thus, two airplanes of identical aerodynamic con- figuration but different gross weight could glide the same distance from the same altitude. Of course, this fact would be true only if both airplanes are flown at the specific C, to produce (L/D),,. The principal difference would be that the heavier airplane must fly at a higher airspeed to support the greater weight at the optimum C,. In addition, the heavier airplane flying at the greater speed along the same flight path would develop a greater rate of descent. The relationship which exists between gross weight and velocity for a particular C, is as follows: In order to obtain maximum glide ratio, the airplane must be operated at the angle of at- tack and lift coefficient which provide maxi- mum lift-drag ratio. The illustration of figure 6.6 depicts a variation of lift-drag ratio, L/D, with lift coeficient, C,, for a typical airplane in the clean and landing configurations. Note that (LID),,, for each configuration will occur at a specihc value of lift coefficient and, hence, a specific angle of attack. Thus, the maximum glide performance of a given airplane configu- ration will be unaffected by gross weight and altitude when the airplane is operated at (L/D),az. Of course, an exception occurs at very high altitudes where compressibility ef- fects may alter the aerodynamic characteristics. The highest value of (L/D) will occur with the airplane in the clean configuration. As the airplane is changed to the landing configura- tion, the added parasite drag reduces (L/D)_nz and the C, which produces (L/D),, will be in- creased. Thus, the best glide speed for the landingconhguration generallywill be lessthan the best glidespeed .for theclean configuration. The power-off glide performance may be appreciated also by the graph of rate of descent versus velocity shown in figure 6.6. When a straight line is drawn from the origin tangent to the curve, a point is located which produces the maximum proportion of velocity to rate of descent. Obviously, this condition provides maximum glide ratio. Since the rate of descent is proportional to the power required, the points of tangency define the aerodynamic condition of (L/D)m.z. FACTORS AFFECTING GLIDE PER- FORMANCE. In order to obtain the mini- mum glide angle through the air, the airplane must be operated at (L/D)mor. The subsonic (LIDL of a given airplane configuration will occur at a specific value of lift coefficient and angle of attack. However, as can be noted from the curves of figure 6.6, small deviations from the optimum C, will not cause a drastic reduction of (L/D) and glide ratio. In fact, a 5 percent deviation in speed from the best glide -4 VT- w, VI w, (constant C,> where VI= best glide speed corresponding to some original gross weight. WI V,=best glide speed corresponding to some new gross weight, IV2
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NAVWEPS OD-ROT-80 APPLICATION OF AERODYNAMICS TO ‘SPECIFIC PROBLEMS OF FLYl,NG As a result of this relationship, a IO percent increase in gross weight would require a 5 per- cent increase in glide speed to maintain (L/D),,. While small. variations in gross weight may produce a measurable change in best glide speed, the airplane can tolerate small deviations from the optimum C, without signif- icant change in (L/D) and glide ratio. For this reason, a standard, single value of glide speed may be specified for a small range of gross weights at which glide performance can be of importance. A gross weight which is con- siderably different from the normal range will require a modification of best glide speed to maintain the maximum glide ratio. The effect a! &it.& on glide performance is insignificant if there is no change in (L/D),.,. Generally, the glide performance of the major- ity of airplanes is subsonic and there is no noticeable variation of (L/D),, with altitude. Any specific airplane configuration at a partic- ular gross weight will require a specific value of dynamic pressure to sustain flight at the C, for (L/D),,. Thus, the airplane will have a best glide speed which is a specific value of equivalent airspeed (EAS) independent of altitude. For convenience and simplicity, this best glide speed is specified as a specific value of indicated airspeed (IAS) and compressibility and position errors are neglected. The prin- cipal effect of altitude is that at high altitude the true airspeed (TAX) and rate of descent along the optimum glide path are increased above the low altitude conditions. However, if WD),.z is maintained, the glide angle and glide ratio are identical to the low altitllde conditions. The effect of configura+~n has been noted pre- viously in that the addition of parasite drag by flaps, landing gear, speed brakes, external stores, etc. will reduce the maximum lift-drag ratio and cause a reduction of glide ratio. In the case where glide distance is of great im- portance, the airplane must be maintained in the clean configuration and flown at (L/D),=, The eficct aj wind on gliding performance is similar to the effect of wind on cruising range. That is, a headwind will always reduce the glide range and a tailwind will always increase the glide range. The maximum glide range of the airplane in still air will be obtained by flight at (L/D),,,,. However, when a wind is present, the optimum gliding conditions may not be accomplished by operation at (L/D)ma. For example, when a headwind is present, the optimum glide speed will be increased to obtain a maximum proportion of ground dis- tance to altitude. In this sense, the increased glide speed helps to minimize the detrimental effect of the headwind. In the case of a tail- wind, the optimum glide speed will be reduced to maximize the benefit of the tailwind. For ordinary wind conditions, maintaining the glide speed best for zero wind conditions will suffice and the loss or gain in glide distance must be accepted. However, when the wind conditions are extreme and the wind velocity is large in comparison with the glide speed, e.g., wind velocity greater than 25 percent of the glide speed, changes in the glide speed must be made to obtain maximum possible ground distance. THE FLAMEOUT PATTERN. In the case of failure of the powerplant, every effort should be made to establish a well-planned, stabilized approach if a suitable landing area is available. Generally a 360’ overhead ap- proach is specified with the approach begin- ning from the “high key” point of the flameout pattern. The function of a standardized pattern is to provide a flight path well within the capabilities of the airplane and the abilities of the pilot to judge and control the flight path. The flight handbook will generally specify the particulars of the flameout pattern such as the altitude at the high key, glide speeds, use of flaps, etc. Of course, the par- ticulars of the flameout pattern will be de- termined by the aerodynamic characteristics of the airplane. A principal factor is the 272
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effect of glide ratio, or (L/D),,, on the alti- tude required at the high key point at the ~ _ beginning of the flameour pattern. The air- plane with a low value of (L/D),,* will require a high altitude at the high key point. The most favorable situation during a flameout would be for the airplane to in posi- tion to arrive over the intended landing area the altitude for the high key point. In this case, the standard flameout pattern could be utilized. If the airplane does not have s&i- cient glide range to arrive at the landing area with the altitude for the high key point, it is desirable to fit the approach into the lower portions of the standard flameout ap- proach. If it is not possible to arrive at the intended landing area with sufficient altitude to “play” the approach, serious considera- tion should be given to ejection while suffi- cient altitude remains. Deviations from a well-planned approach such as the standard flameout pattern may allow gross errors in judgment. A typical error of a non-standard or poorly executed flameout approach is the use of excessive angles of bank in turns to correct the approach. Because of the great increase ‘in induced drag at large angles of bank, excessive rates of descent will be incurred and there will be further deviations from a desirable flight path. The power-off gliding characteristics of the airplane can be simulated in power on flight by certain combinations of engine power setting and position of the speed brake or dive Rap. This will allow the pilot to become familiar with the power-off glide performance and the flameopt landing pattern. In addition, the simulated flameout pattern is useful during a precautionary landing when the powerplant is malfunctioning and there is the possibility of an actual flarneout. The final approach and landing flare will be particularly critical for the airplane which has* a low glide ratio but a high best glide speed. These airplane characteristics are typical of the modern configuration of airplane which has NAVWEPS OD-ROT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING low aspect ratio, sweepback, and high wing loading. Since these airplane characteristics also produce marginal flare capability in power- off flight, great care should be taken to follow the procedure recommended for the specific airplane. As an example of the power-off glide per- formance of an airplane with low aspect ratio, sweepback, and high wing loading, a best glide speed of 220 knots and a glide ratio of 6 may be typical. In such a case, the rate of descent during the glide at low altitude would be on the order of 3,700 FPM. Any deviations from the recommended landing technique can- not be tolerated because of the possibility of an excessive rate of descent. Either premature flare or delayed flare may allow the airplane to touch down at a rate of descent which would cause structural failure. Because of the mar- ginal flare characteristics in power-off flight, the best glide speed recommended for the land- ing configuration may be well above the speed corresponding to the exact maximum lift-drag ratio. The greater speed reduces induced drag and provides a greater margin for a successful power-off landing flare. In the extreme case, the power-off glide and landing flare characteristics may be very criti- cal for certain airplane configurations. Thus, a well-planned standard flameout pattern and precise flying technique are necessary and, if very suitable conditions are not available, the recommended alternative is simple: eject! EFFECT OF ICE AND FROST ON AIRPLANE PERFORMANCE Without exception, the formation of ice or frost on the surfaces of an airplane will cause a detrimental effect on aerodynamic performance. The ice or frost formation on the airplane sur- faces will alter the aerodynamic contours and affect the nature of the boundary layer. Of course, the most important surface of the air- plane is the wing and the formation of ice or frost can create significant changes in the aero- dynamic characteristics. 373
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NAVWEPS DO-80T-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING EDGE ICE FOR_“ATlON UPPER SURFACE FROST A BASIC SMOOTH WING WING WITH FROST LIFT COEFFICIENT WITH ICE CL t ANGLE OF ATTACK, a Figure 6.7. Effect of ice and Frost 374
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A large formation of ice on the leading edge of the wing can produce large changes in the local contours and severe local pressure gra- dients. The extreme surface roughness common to some forms of ice will cause high surface friction and a considerable reduction of bound- ary layer energy. As a result of these effects, the ice formation can produce considerable in- crease in drag and a large reduction in maxi- mum lift coefficient. Thus, the ice formation will cause an increase in power required and stall speed. In addition, the added weight of the ice formation on the airplane will provide an undesirable effect. Because of the detri- mental effects of ice formation, recommended anti-icing procedures must be followed to preserve the airplane performance. The effect of frost is perhaps more subtle than the effect of ice formation on the aero- dynamic characteristics of the wing. The ac- cumulation of a hard coat of frost on the wing upper surface will provide a surface texture of considerable roughness. While the basic shape and aerodynamic contour is unchanged, the increase in surface roughness increases skin- friction and reduces the kinetic energy of the boundary layer. As a result, there will be an increase in drag but, of course, the magnitude of drag increase will not compare with the considerable increase due to a severe ice forma- tion. The reduction of boundary layer kinetic energy will cause incipient stalling of the wing, i.e., separation will occur at angles of attack and lift coefficients lower than for the clean, smooth wing. While the reduction in C,,,, due to frost formation ordinarily is not as great as that due to ice formation, it is usually un- expected because it may be thought that large changes in the aerodynamic shape (such as due to ice) are necessary to reduce CL,az. How- ever, the kinetic energy of the boundary layer is an important factor influencing separation of the airflow and this energy is reduced by an increase in surface roughness. The general effects of ice and frost formation NAVWEPS OD-BOT-80 APP,LlCATlON OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING on the lift characteristics is typified by the il- lustration of figure 6.7. The effect of ice or frost on takeoff and land- ing performance is of great importance. The effects are so detrimental to the landing and takeoff that no effort should be spared to keep the airplane as free as possible from any ac- cumulation of ice or frost. If any ice remains on the airplane as the landing phase approaches it must be appreciated that the ice formation will have reduced CL,., and incurred an increase in stall speed. Thus, the landing speed will be greater. When this effect is coupled with the possibility of poor braking action during the landing roll, a critical situation can exist. It is obvious that .great effort must be made to prevent the accumulation of ice during flight. In no circumstances should a formation of ice or frost be allowed to remain on the airplane wing surfaces prior to takeoff. The undesir- able effects of ice are obvious but, as previously mentioned, the effects of frost are more subtle. If a heavy coat of hard frost exists on the wing upper surface, a typical reduction in CL,.. would cause a 5 to 10 percent increase in the airplane stall speed. Because of this magnitude of effect, the effect of frost on takeoff per- formance may not be realized until too late. The takeoff speed of an airplane is generally some speed 5 to 25 percent greater than the stall speed, hence the takeoff lift coefficient will be value from 90 to 65 percent of C1,,.., Thus, it is possible that the airplane with frost cannot become airborne at the specified take- off speed because of premature stalling. Even if the airplane with frost were to become air- borne at the specified takeoff speed, the air- plane could have insufficient margin of air- speed above stall and turbulence, gusts, turning flight could produce incipient or con plete stalling of the airplane. The increase in drag during takeoff roll due to frost or ice is not considerable and there will not be any significant effect on the initial acceleration during takeoff. Thus, the effect of frost or ice will be most apparent during the 375
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NAVWEPS DD-8OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING later portions of takeoff if the airplane is un- able to become airborne or if insufficient margin above stall speed prevents successful initial climb, In no circumstances should a formation of ice or frost be allowed to remain on the air- plane wing surfaces prior to takeoff. ENGINE FAILURE ON THE MULTIENGINE AIRPLANE In the case of the single-engine airplane, power-plant failure leaves only the alternatives of effecting a successful power-off landing or abandoning the airplane. In the case of the multiengine airplane, the failure of a power- plant does nor necessarily constitute a disaster since flight may be continued with the remain- ing powerplants functioning. However, the performance of the multiengine airplane with a powerplant inoperative may be critical for certain conditions of flight and specific tech- niques and procedures must be observed to obtain adequate performance. The effect of a powerplant failure on the multiengine turbojet airplane is illustrated by the first chart of figure 6.8 with the variation of required and available thrust with velocity. If half of the airplane powerplants are inoper- ative, e.g., single-engine operation of a twin- engine airplane, the maximum thrust available at each velocity is reduced to half that avail- able prior to the engine failure. The variation of thrust required with velocity may be affected by the failure of a powerplant in that there may be significant increases in drag if specific procedures are not followed. The inoperative powerplant may contribute addi- tional drag and the pilot must insure that the additional drag is held to a minimum. In the case of the propeller powered airplane, the propeller must be feathered, cowl flaps closed. etc., as the increased drag will detract con- siderably from the performance. The principal effects of the reduced available thrust are pointed out by the illustration of figure 6.6. Of course, the lower available thrust will reduce the maximum level flight speed but of greater importance is the reduc- tion in excess thrust. Since the acceleration and climb performance is a function of the excess thrust and power, the failure of a power- plant will be most immediately appreciated in this area of performance. As illustrated in figure 6.8, loss of one-half the maximum avail- able thrust will reduce the excess thrust to less than half the original value. Since some thrust is required to sustain flight, the excess which remains to accelerate and climb the airplane may be greatly reduced. The most critical conditions will exist when various factors combine to produce a minimum of excess thrust or power when engine failure occurs. Thus, critical conditions will be com- mon to high gross weight and high density altitude (and high temperatures in the case of the turbine powered airplane) as each of these factors will reduce the excess thrust at any specific flight condition. The asymmetrical power condition which results when a powerplant fails can provide critical control requirements. First consid- eration is due the yawing moment produced by the asymmetrical power condition. Ade- quate directional control will be available only when the airplane speed is greater than the minimum directional control speed. Thus, the pilot must insure that the flight speed never falls below the minimum directional control speed because the application of maximum power on the functioning powerplants will produce an uncontrollable yaw if adequate directional control is unavailable. A second consideration which is due the propeller powered airplane involves the rolling moments caused by the slipstream velocity. Asym- metrical power on the propeller airplane will create a dissymmetry of the slipstream veloc- ities on the wing and create rolling moments which must be controlled. These slipstream induced rolling moments will be greatest at high power and low velocity and the pilot must be sure of adequate lateral control, especially for the crosswind landing. 376
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The effect of an engine failure on the remain- ing range and endurance is specific to the air- plane type and configuration. If an engine fails during optimum cruise of the turbojet airplane, the airplane must descend and experi- ence a loss of range. Since the turbojet air- plane is generally overpowered at (L/D),,, a loss of a powerplant will not cause a signi- ficant change in maximum endurance. If an engine fails during cruise of a reciprocating powered airplane, there will be a significant loss of range only if the maximum range condi- tion cannot be sustained with the remaining powerplants operating within the cruise power rating. If a power greater than the maximum cruise rating is necessary to sustain cruise, the specific fuel consumption increases and causes a reduction of range. Essentially the same relationship exists regarding maximum endur- ance of the reciprocating powered airplane. When critical conditions exist due to failure of a powerplant, the pilot must appreciate the reduced excess thrust and operate the airplane within specific limitations. If the engine-out performance of the airplane is marginal, the pilot must be aware of the very detrimental effect of steep turns.. Due to the increased load factor in a coordinated turn, there will be an increase in stall speed and-of greater import- ance to engine-out performance-an increase in induced drag. The following table illus- trates the effect of bank angle on stall speed and induced drag. TABLE 6.1 Bank mglc, 6, dcgrccs Load factor 0 0 0.2 0.8 0.7 3.1 1.7 7.2 3.2 13.3 5.0 21.7 7.5 33.3 10.5 4% 0 14.3 70.4 IS. 9 loo. 0 41.4 303.0 NAVWEPS OD-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING The previous table of values illustrates the fact that coordinated turns with less than 15” of bank .cause no appreciable effect on stall speed or induced drag. However, note that 30” of bank will increase the induced drag by 33.3 percent. Under critical conditions, such an in- crease in induced drag (and, hence, total drag) would be prohibitive causing the airplane to descend rather than climb. The second graph of figure 6.7 illustrates the case where the steep turn causes such a large increase in required thrust that a deficiency of thrust exists. When- ever engine failure produces critical perform- ance conditions it is wise to limit all turns to II0 of bank wherever possible. Another factor to consider in turning flight is the effect of sideslip. If the turn is not coor- dinated to hold sideslip to a minimum, addi- tional drag will be incurred due to the sideslip. The use of the flaps and landing gear can greatly affect the performance of the multi- engine airplane when a powerplant is inopera- tive. Since the extension of the landing gear and flaps increases the parasite drag, maximum performance of the airplane will be obtained with airplane in the clean configuration. In certain critical conditions, the extension of the landing gear and full flaps may create a defi- ciency of thrust at any speed and commit the airplane to descend. This condition is illus- trated by the second graph of figure 6.8. Thus, judicious use of the flaps and landing gear is necessary in the case of an engine failure. In the case of engine failure immediately after takeoff, it is important to maintain air- speed in excess of the minimum directional con- trol speed and accelerate to the best climb speed. After the engine failure, it will be fa- vorable to climb only as necenary to clear obstacles until the airplane reaches the best climb speed. Of course, the landing gear should be retracted as soon as the airplane is airborne to reduce para- site drag and, in the case of the propeller pow- ered airplane, it is imperative that the wind milling propeller be feathered. The flaps should be retracted only as rapidly as the increase in 377
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NAVWEPS 00-801-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING THRUST REQ’D AND AVAILABLE LBS. THRUST AVAJLABLE WJTH ALL ENGINES OPERATING THRUST AVAILABLE WITH NES OPERATING THRUST REO’U AND AVAILABLE LB.% I VELOCITY, KNOTS THRUST REP’D THRUST REO’D CLEAN LANDING CONFIGURATION CONFIGURATION WING LEVEL FLIGHT , BUT TURNING FLIGHT WING LEVEL FLIGHT AVAILABLE DUE TO ENGINE FAILURE 4 VELOCITY, KNOTS Figure 6.8. Engine Failure on Multi-engine Aircraft 378
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airspeed will allow. If full flap deflection is utilized for takeoff it is important to recall that the last 50 percent of flap deflection creates more than half the total drag increase but less than half the total change in CL,-. Thus, for some configurations of airplanes, a greater re- duction in drag may be accomplished by partial retraction of the flaps rather than retraction of the landing gear. Also, it is important that no steep turns be attempted because of the unde- sirable increase in induced drag. During the landing with an engine inopera- tive, the same fundamental precautions must be observed as during takeoff, i.e., minimum directional control speed must be maintained (or exceeded), no steep turns should be at- tempted, and the extension of the flaps and landing gear must be well planned. In the case of’a critical power condition it may be neces- sary to delay the extension of the landing gear and full flaps until a successful landing is as- sured. If a waveoff is necessary, maximum per- formance will be obtained cleaning up the air- plane and accelerating to the best climb speed before attempting any gain in altitude. At all times during flight with an engine inoperative, the pilot must utilize the proper techniques for control of airspeed and altitude, e.g., for the conditions of steady flight, angle of attack is the primary control of airspeed and excess power is the primary control of rate of climb. For example, if during approach to landing the extension of full flaps and landing gear creates a deficiency of power at all speeds, the airplane will be committed to descend. If the approach is not properly planned and the airplane sinks below the desired glide path, an increase in angle of attack will only allow the airplane to fly more slowly and descend more rapidly. An attempt to hold altitude by increased angle of attack when a power deficiency exists only causes a continued loss of airspeed. Proper procedures and technique are an absolute necessity for safe flight when an engine failure occurs. NAVWEPS OO-BOT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING GROUND EFFECT When an airplane in flight nears the ground (or water) surface, a change occurs in the three dimensional flow pattern because the local airflow cannot have a vertical component at the ground plane. Thus, the ground plane will furnish a restriction to the flow and alter the wing upwash, downwash, and tip vortices. These general effects due to the presence of the ground plane are referred to as “ground effect. ‘* AERODYNAMIC INFLUENCE OF GROUND EFFECT. While the aerodynamic characteristics of the tail and fuselage are altered by ground effects, the principal effects due to proximity of the ground plane are the changes in the aerodynamic characteristics of the wing. As the wing encounters ground effect and is maintained at a constant lift coefficient, there is a reduction in the upwash, downwash, and the tip vortices. These effects are illustrated by the sketches of figure 6.9. As a result of the reduced tip vortices, the wing in the presence of ground effect will behave as if it were of a greater aspect ratio. In other words, the induced velocities due to the tip (or trailing) vortices will be reduced and the wing will incur smaller values of induced drag coefficient, C,<, and induced angle of attack, OL;, for any specific lift coefhcient, C,. In order for ground effect to be of a signifi- cant magnitude, the wing must be quite close to the ground plane. Figure 6.9 illustrates one of the direct results of ground effect by the variation of induced drag coefficient with wing height above the ground plane for a representative unswept wing at constant lift coefficient. Notice that the wing must be quite close to the ground for a noticeable reduction in induced drag. When the wing is at a height equal to the span (h/b=l.O), the reduction in induced drag is only 1.4 percent. However, when the wing is at a height equal to one-fourth the span (b/b= 0.25), the reduction in induced drag is 23.5 379
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NAVWEPS 00-802-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYtNG AIRPLANE OUT OF GROUND EFFECT TIP VORTEX / REDUCED DOWNWASH AND UPWASH- REDUCED t-- SFkAN’ --I PERCENT REDUCTION IN INDUCED DRAG COEFFICIENT LIFT COEFFICIEN’ CL 40 CL CONSTANT 30 20 IO 0 r 1 RATIO OF WING HEIGHT TO SPAN, h/b AIRPLANE IN THRUST REQ’D LBS. AIRPLANE OUT OF GROUND EFFECT w - w ANGLE OF ATTACK, 0 VELOCITY, KNOTS Figure 6.9. Ground Effect 380 AIRPLANE OUT OF / (-,’ < AIRPLANE IN GROUND EFFECT
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percent and, when the wing is at a height equal to one-tenth the span (h/b=O.l), the reduction in induced drag is 47.6 percent. Thus, a large reduction in induced drag will take place only when the wing is very close to the ground. Because of this variation, ground effect is most usually recognized during the liftoff of takeoff or prior to touchdown on landing. The reduction of the tip or trailing vortices due to ground effect alters the spanwise lift distribution and reduces the induced angle of attack. In this case, the wing will require a lower angle of attack in ground effect to produce the same lift coefficient. This effect is illustrated by the lift curves of figure 6.9 which show that the airplane in ground effect will develop a greater slope of the lift curve. For the wing in ground effect, a lower angle of attack is necessary to produce the same lift coefficient or, if a constant angle of attack is maintained, an increase in lift coefficient will result. Figure 6.9 illustrates the manner in which ground effect will alter the curve of thrust re- quired versus velocity. Since induced drag predominates at low speeds, the reduction of induced drag due to ground effect will cause the most significant reduction of thrust re- quired (parasite plus induced drag) only at low speeds. At high speeds where parasite drag predominates, the induced drag is but a small part of the total drag and ground effect causes no significant change in thrust re- quired. Because ground effect involves the induced effects of airplane when in close prox- imity to the ground, its effects are of greatest concern during the takeoff and landing. Ordi- narily, these are the only phases of flight in which the airplane would be in close proximity to the ground. GROUND EFFECT ON SPECIFIC FLIGHT CONDITIONS. The overall influence of ground effect is best realized by assuming that the airplane descends into ground effect while maintaining a constant lift coefficient and, NAVWEPS CKLBOT-BO APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING thus, a constant dynamic pressure and equiva- lent airspeed. As the airplane descends into ground effect, the following. effects will take place: (1) Because of the reduced induced angle of attack and change in lift distribution, a smaller wing angle of attack will be required to produce the same lift coefficient. If a constant pitch attitude is maintained as ground effect is encountered, an increase in lift coefficient will be incurred. (2) The reduction in induced flow due to ground effect causes a significant reduction in induced drag but causes no direct effect on parasite drag. As a result of the reduction in induced drag, the thrust required at low speeds will be reduced. (3) The reduction in downwash due to ground effect will produce a change in longi- tudinal stability and trim. Generally, the reduction in downwash at the horizontal tail increases the contribution to static longi- tudinal stability. In addition, the reduction of downwash at the tail usually requires a greater up elevator to trim the airplane at a specific lift coefficient. For the conven- tional airplane configuration, encountering ground effect will produce a nose-down change in pitching moment. Of course, the increase in stability and trim change associ- ated with ground effect provide a critical re- quirement of adequate longitudinal control power for landing and takeoff. (4) Due to the change in upwash, down- wash, and tip vortices, there will be a change in position error of the airspeed system, as- sociated with ground effect. In the majority of cases, ground effect will cause an increase in the local pressure at the static source and produce a lower indication of airspeed and altitude. During the landing pha~c of flight, the effect of proximity to the ground plane must be understood and appreciated. If the airplane is brought into ground effect with a constant angle of attack, the airplane will experience 3&l
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NAVWEPS OD-8OT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYfNG an increase in lift coeflicient and reduction in thrust required. Hence, a “floating” sensa- tion may be experienced. Because of the re- duced drag and power-off deceleration in ground effect, any excess speed at the point of flare may incur a considerable “float” distance. As the airplane nears the point of touchdown on the approach, ground effect will be most realized at altitudes less than the wing span. An exact appreciation of the ground effect may be obtained during a PcZd approach with the mirror landing system furnishing an exact reference of the flight path. During the final phases of the field approach as the airplane nears the ground plane, a reduced power setting is necessary or the reduced thrust re- quired would allow the airplane to climb above the desired glide path. During ship- board operations, ground effect will be delayed until the airplane passes the edge of the deck and the reduction in power setting that is common to field operations should not be encountered. Thus, a habit pattern should not be formed during field landings which would prove dangerous during carrier oper- ations. An additional factor to consider is the aero- dynamic drag of the airplane during the land- ing roll. Because of the reduced induced drag when in ground effect, aerodynamic braking will be of greatest significance only when partial stalling of the wing can be accom- plished. The reduced drag when in ground effect accounts for the fact that the brakes are the most effective source of deceleration for the majority of airplane configurations. During the takeoff pharc of flight ground effect produces some important relationships. Of course, the airplane leaving ground effect encounters just the reverse of the airplane entering ground effect, i.e., the airplane leaving ground effect will (1) require an increase in angle of attack to maintain the same lift coefficient, (2) experience an increase in in- duced drag and thrust required, (3) experience a decrease in stability and a nose-up change in moment, and (4) usually a reduction in static source pressure and increase in indicated air- speed. These general effects should point out the possible danger in attempting takeoff prior to achieving the recommended takeoff speed. Due to the reduced drag in ground effect the airplane may seem capable of takeoff below the recommended speed. However, as the airplane rises out of ground effect with a deficiency of speed, the greater induced drag may produce marginal initial climb perform- ance. In the extreme conditions such as high gross weight, high density altitude, and high temperature, a deficiency of airspeed at takeoff may permit the airplane to become airborne but be incapable of flying’out of ground effect. In this case, the airplane may become airborne initially with a deficiency of speed, but later settle back to the runway. It is imperative that no attempt be made to force the airplane to become airborne with a deficiency of speed; the recommended takeoff speed is necessary to provide adequate initial climb performance. In fact, ground effect can be used to advantage if no obstacles exist by using the reduced drag to improve initial acceleration. The results of the airplane leaving ground effect can be most easily realized during the deck launch of a heavily loaded airplane. As the airplane moves forward and passes over the edge of the deck, whatever ground effect exists will be lost immediately. Thus, proper rota- tion of the airplane will be necessary to main- tain the same lift coefficient and the increase in induced drag must be expected. The rotor of the helicopter experiences a similar restraint of induced flow when in prox- imity to the ground plane. Since the induced rotor power required will predominate at low flight speeds, ground effect will produce a con- siderable effect on the power required at low speeds. During hovering and flight at low speeds, the elevation of the rotor above the ground plane will be an important factor de- termining the power required for flight. 3882
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The range sf the reciprocating powered air- plane can be augmented by the use of ground effect. When the airplane is close to the ground or water surface the reduction of in- duced drag increases the maximum lift-drag ratio and causes a corresponding increase in range. Of course, the airplane must be quite close to the surface to obtain a noticeable in- crease in (L/D),., and range. The difficulty in holding the airplane at the precise altitude without contacting the ground or water will preclude the use of ground effect during ordi- nary flying operations. The use of ground effect to extend range should be reserved as a final measure in case of emergency. Because of the very detrimental effect of low altitude on the range of the turbojet, ground effect will not be of a particular advantage in an attempt to augment range. The most outstanding examples of the use of ground effect are shown in the cases of multi- engine airplanes with some engines inoperative. When the power loss is quite severe, the air- plane may not be capable of sustaining altitude and will descend. As ground effect is en- countered, the reduced power required may allow the airplane to sustain flight at extremely low altitude with the remaining powerplants functioning. In ground effect, the recipro- cating powered airplane will encounter a greater (L/D),, which occurs at a lower air- speed and power required and the increase in range may be quite important during emer- gency conditions. INTERFERENCE BETWEEN AIRPLANES IN FLIGHT During formation flying and inflight refuel- ing, airplanes in proximity to one another will produce a mutual interference of the flow pat- terns and alter the aerodynamic characteristics of each airplane. The principal effects of this interference must be appreciated since certain factors due to the mutual interference may enhance the possibility of a collision. NAVWEPS D&ROT-R0 APPLICATION OF AERODYNAMICS TO SPECIFIC ‘PROBLEMS OF FLYING One example of interference between air- planes in flight is shown first in figure 6.10 with the effect of lateral separation of two airplanes flying in line abreast. A plane of symmetry would exist halfway between two identical air- planes and would furnish a boundary of flow across which there would be no lateral com- ponents of flow. As the two airplane wing tips are in proximity, the effect is to reduce the strength of the tip or trailing vortices and re- duce the induced velocities in the vicinity of wing tip. Thus, each airplane will experience a local increase in the lift distribution as the tip vortices are reduced and a rolling moment is developed which tends to roll each airplane away from the other. This disturbance may provide the possibility of collision if other air- planes are in the vicinity and there is delay in control correction or overcontrol. If the wing tips are displaced in a fore-and-aft direction, the same effect exists but generally it is of a lower magnitude. The magnitude of the interference effect due to lateral separation of the wing tips depends on the proximity of the wi.ig tips and the ex- tent of induced Pov;. This implies that the interference v-r 1 e grealest when the tips are very close AL-L the airplanes are operating at high lift coefficients. An interesting ramifi- cation of this effect is that several airplanes in line abreast with the wing tips quite close will experience a reduction in induced drag. An indirect form of interference can be en- countered from the vortex system created by a preceding airplane along the intended flight path. The vortex sheet rolls up a considerable distance behind an airplane and creates consid- erable turbulence for any closely following air- plane. This wake can prove troublesome if air- planes taking off and landing are not provided adequate separation. The rolled-up vortex sheet will be strongest when the preceding air- planes is large, high gross weight, and operat- ing at high lift coefhcients. At times this tur- bulence may be falsely attributed to propwash or jetwash. 383
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NAVWBPS OO-BOT-BO APPLICATION OF AERODYNAMlCS TO SPECIFIC PROBLEMS OF FLYING LIFT DISTRIBUTION LBWFT OF SPAN TIP VORTEX PLANE OF SYMMETRY REDUCED CHANGE IN LIFT DISTRIBUTION - -- %SH \’ DOCASH 11 TRIM CHANGE figure 6.10. Interference 8etween Airplanes in Flight
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Another important form of direct inter- ference is common when the two airplanes are in a trail position and stepped down. As shown in figure 6.10, the single airplane in flight de- velops upwash ahead of the wing and down- wash behind and any restriction accorded the flow can alter the distribution and magnitude of the upwash and downwash. When the trailing airplane is in close proximity aft and below the leading airplane a mutual interference takes place betweetrthe two airplanes. The leading airplane above will experience an effect which would be somewhat similar to encountermg ground effect, i.e., a reduction in induced drag, a reduction in downwash at the tail, and a change in pitching moment nose down. The trailing airplane below will experience an effect which is generally the opposite of the airplane above. In other words, the airplane below will experience an increase in induced drag, an increase in downwash at the tail, and a change in pitching moment nose up. Thus, when the airplanes are in close proximity, a definite collision possibility exists because of the trim change experienced by each airplane. The magnitude of the trim change is greatest when the airplanes are operating at high lift coefficients, e.g., low speed flight, and when the airplanes are in close proximity. In formation flying, this sort of interference must be appreciated and anticipated. In cross- ing under another airplane, care must be taken to anticipate the trim change and adequate clearance must be maintained, other- wise a collision may result. The pilot of the leading aircraft will know of the presence of the trailing airplane by the trim change experienced. Obviously, some anticipation is necessary and adequate separation is necessary to prevent a disturbing magnitude of the trim change. In a close diamond formation the leader will be able to “feel” the presence of the slot man even though the airplane is not within view. Obviously, the slot man will have a difficult job during formation maneuvers because of the unstable trim changes NAVWEPS OO-ROT-80 APPLICATION OF AERODYNAMICS TO SPECIFIC PROBLEMS OF FLYING and greater power changes required to hold position. A common collision problem is the case of an airplane with a malfunctioning landing gear. If another”airpIane is called to inspect the malfunctioning landing gear, great care must be taken to maintain adequate separation and preserve orientation. Many instances such as this have resulted in a collision when the pilo: of the trailing airplane became dis- oriented and did not maintain adequate sepa- ration. During inflight refueling, essentially the same problems of interference exist. AS the receiver approaches the tanker from behind and below, the receiver will encounter the downwash from the tanker and require a slight, gradual increase in power and pitch attitude to continue approach to the receiving position. While.‘the .receiver may not be visible to the pilot ‘of the tanker, he will anticipate the receiver coming into position by the slight reduttion in power required and nose down changein pitching moment. Ade- quate clearance and, proper position must be maintained by the pilot of the receiver for a collision possibility is enhanced by the rela- tive positions of the airplanes. A hazardous condition exists if the pilot of the receiver has excessive speed and runs under the tanker in close proximity.* ‘The trim change expe- rienced by both airphines may be large and unexpected and it may be difficult to avoid a collision. In addition to the forms of interference previously mentioned, there exists the possi- bility of strong interference between airplanes in supersonic flight. In this case, the shock waves from one airplane may strongly affect the pressure distribution and rolling, yawing, and pitching moments of an adjacent air- Pl ane. It is difficult to express general rela- tionships of the effect except that magnitude of the effects will be greatest when in close proximity at low altitude and high 4. General- ly, the trailing airplane will be most affected.
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