Stability PDF
Stability PDF
D R O V E T O T H I S T U M U LT I N T H E C L O U D S ;
W I L L I A M B U T L E R Y E AT S , A N I R I S H A I R M A N F O R E S E E S H I S D E AT H
L’ A V I O N A V A I T G A G N É D ’ U N S E U L C O U P, À L A S E C O N D E M Ê M E O Ù
I L É M E R G E A I T, U N C A L M E Q U I S E M B L A I T E X T R A O R D I N A I R E . PA S
U N E H O U L E N E L’ I N C L I N A I T. C O M M E U N E B A R Q U E Q U I PA S S E L A
D I G U E , I L E N T R A I T DA N S L E S E AU X R É S E RV É E S. L A T E M P Ê T E ,
AU - D E S S U S D E L U I , F O R M A I T U N AU T R E M O N D E D E T RO I S M I L L E
M È T R E S D ’ É PA I S S E U R , PA R C O U R U D E R A F A L E S , D E T R O M B E S D ’ E A U ,
D ’ É C L A I R S , M A I S E L L E T O U R N A I T V E R S L E S A S T R E S U N E FA C E D E
C R I S TA L E T D E N E I G E .
A N T O I N E D E S A I N T- E X U P É R Y, V O L D E N U I T
T H E R E W I L L B E T I M E TO AU D I T
T H E A C C O U N T S L AT E R , T H E R E W I L L B E S U N L I G H T L AT E R
A N D T H E E Q U AT I O N W I L L C O M E O U T AT L A S T.
L O U I S M AC N E I C E , AU T U M N J O U R N A L
MICHAEL CARLEY
A I R C R A F T S TA B I L I T Y
AND CONTROL
This is not a textbook
Produced using the tufte-book class for LATEX on 8th January 2020.
Contents
6 Manoeuvre 37
11 Flying aeroplanes 71
12 Questions 77
ii CONTENTS
13 Exam questions 83
Response
though not necessarily immediately. Figure 1.1 illustrates the two Neutral stability
cases and also that of neutral stability, where the system remains in Time
Statically stable,
the state to which it has been perturbed. dynamically stable
Statically stable,
dynamically unstable
L
Figure 1.1: Equilibrium and static and
α dynamic stability
Zer
o li
θ ft li
ne
T Horizontal
D
Figure 1.2 shows the notation for the analysis of aircraft stability.
The two angles shown are the incidence α and the inclination θ.
The second of these is the angle between a reference line on the
aircraft and the horizontal and in practice is of little interest to us in
analyzing stability and control, though it is important to a pilot, to
whom it is known as “attitude”. The incidence, on the other hand,
is of great interest and is the angle between the reference line and
the direction of flight. As a reference, we take the zero lift line (ZLL)
which is the angle of attack at which the lift is zero. This choice
makes future analysis a little more compact, because then CL = aα,
but be careful in consulting other work since the reference system
might be different.
Resolving forces and moments from Figure 1.2,
T − D − W sin θ = 0; (1.1a)
L − W cos θ = 0; (1.1b)
Mcg = 0, (1.1c)
1.2. AERODYNAMICS OF WINGS AND CONTROLS 3
∂C M /∂α > 0
C Mcg
Neutrally stable
cannot trim
CL < 0
α
∂C M /∂α < 0
∂C M /∂α < 0
Figure 1.3: Trim and stability beha-
viour
the length and position of the mean chord are both important, since
they are used in computing moments as well as forces. Coefficients
of lift, drag, and moment are thus given by:
L D M
CL = , CD = , CM = . (1.2)
ρV 2 S/2 ρV 2 S/2 ρV 2 Sc/2
As noted above, CL = aα, where a is the lift curve slope for the
wing or other body. As well as stating where our reference angle
lies for incidence, this also says that we deal in linear aerodynamics.
We do this for two reasons. The first is that, up to stall, aerody-
namic behaviour is linear: lift is proportional to incidence. Should
an aircraft reach stall, the linearity of the lift curve is not our main
concern. Secondly, we design aircraft to be linear, to make them
flyable. A pilot wants a linear response to control inputs: a given
change in stick force should always give the same change in aircraft
response.
lift coefficient
CLT = a1 αT + a2 η + a3 β, (1.3)
∂CLT ∂CLT ∂CLT
a1 = , a2 = , a3 = ,
∂α T ∂η ∂β
∆C p
x/c
Elevator, η
∆C p
x/c
Tab, β
Figure 1.7: Pressure distribution
changes with control deflection
1.2. AERODYNAMICS OF WINGS AND CONTROLS 7
Figure 1.8 shows the same data as Figure 1.7 but with the addi- Hinge line
tion of the hinge line, where the elevator joins the tailplane proper.
From the shaded regions on the plots, you can see how a deflection ∆C p
modifies the moment about the hinge line. Changing η in order
to change CLT requires quite a large moment; a change in β also
gives quite a large change in moment, but with a small change in
lift coefficient. This moment is called the hinge moment, and is
expressed in non-dimensional form as hinge moment coefficient
x/c
MH Tailplane, αT
CH = , (1.4)
ρV 2 Sη cη /2
Hinge line
given, on linear aerodynamics, by
∆C p
CH = b0 + b1 αT + b2 η + b3 β. (1.5)
Hinge line
Sη
Figure 1.9: Measurement of control
geometry
4
Think Goldilocks.
8 How aeroplanes fly and how pilots fly them
M ( x ) = M0 + Lx.
M ( x ) = M0 + L( x − xn ),
W
1.4 Measures of stability: static and c.g. margins Unstable
Figure 1.10: Centre of gravity and
neutral point positions
Being engineers, and comfortable with numbers, we would like to
have numerical measures of aircraft stability, if only to bring clarity
to the situation. Since, for a stable aircraft ∂Mcg /∂α < 0, we can
use ∂Mcg /∂α as a measure. In non-dimensional terms, we call this
measure the static margin,5 5
This is really important. Memorize it.
1.4. MEASURES OF STABILITY: STATIC AND C.G. MARGINS 9
dC Mcg
Kn = − , (1.6)
dCR
where the resultant force coefficient CR = (CL2 + CD2 )1/2 , and the
dC Mcg
Hn = − . (1.7)
dCL
between the controls and the elevator, but is free to think only of
the effect of controls on the aircraft.
A fixed-wing aeroplane is controlled through one of a standard
set of controls which allow a pilot to move the elevator and ailerons
with hand movements, and the rudder through a pair of pedals.
Figure 1.12 shows sketches of some typical control arrangements.
For now, we only think about the elevator, though the principles are
the same for the other controls. Chapter 5 on stick forces discusses
the mechanical design of control systems, and talks about how
aerodynamic load, i.e. hinge moment, is fed back to a pilot as a
stick force which is part of the information available about the state Yoke
of the aircraft. The movement of the stick reflects in some sense the
movement of the control. For example a typical range of elevator
deflection is ±30◦ ; this range of deflection should be achievable
using the full range of stick movement. If the pilot can move the
elevator beyond its limit, they risk stalling the tailplane which is in-
variably disastrous; if the pilot cannot move the elevator to its limit,
they do not have full control of the aircraft. There is a limit, how-
ever, to how precisely a human can control an increment of stick
displacement or stick force. Remember that an increment of dis-
Sidestick
placement or force is a control input which accelerates the aircraft. Figure 1.12: Some standard pilot
If an aircraft is to be responsive and capable of large accelerations, controls: the rudder pedals are almost
universal for yaw control, but the pitch
it should require quite small stick forces to generate a response; if it and roll controls can vary markedly
is to be stable and docile, even large stick forces should not produce between aircraft
excessive accelerations. A numerical statement of the ease of hand-
ling of an aircraft is the quality of control a pilot is expected to be
able to exercise over stick displacement and force over the range of
aircraft accelerations.
Historically, the design of aircraft controls has been concerned
with making an aircraft stable, and controllable by a human pi-
lot. With the development of fly-by-wire the mechanical linkage
between the pilot control system and the control surfaces was re-
placed by a computational intermediary, but the design principle
remained the same: the aircraft must be flyable by a human being
without excessive mental or physical workload.8 8
The meaning of ‘excessive’ varies
The question of how to integrate ergonomics, or human perform- with type of aircraft and phase of
flight: what would be excessive for
ance, into aircraft design is far too big to be considered in detail in a transport aircraft in cruise might
this course, but we will take some account of it, and you should be perfectly normal for a fast jet on
landing.
bear it in mind as we proceed. We need to think about what it
means to be a competent pilot and how aircraft should be designed
1.6. WHAT PILOTS DO 13
Datum
LWBN
h0 c̄
M0
Figure 2.1 shows the relevant forces and moments acting on an hc̄ l
W
aircraft, with the wing-body-nacelle (WBN) lift placed at the aero-
Figure 2.1: Free body diagram for an
dynamic centre ch0 and the tailplane (T) contribution placed at aeroplane
the aerodynamic centre of the tailplane. The resulting equation for
moment about the centre of gravity is
We can safely assume that lift is much greater than drag and that
the combination of drag and thrust is negligible so that the equa-
tion can be simplified,
ST l
V= (2.2)
S c
16 Longitudinal control and static stability
This is the most basic equation you need to know 1 since it con- 1
You really, really need to know this.
tains within it all the behaviour of the aircraft which need concern Engrave it on your heart with an
obsidian dagger. This shall be the
us. Once an aircraft is built and flying, the control problem is how whole of the law.
to adjust CLT for trim, C Mcg ≡ 0; to design a tailplane, we begin by
finding the value of V which allows us to achieve stable trim over
the required operating range.
To examine the effect of control deflection, we need to include
ZL
some detail about the behaviour of the tailplane, and how CLT is L tai
related to pilot input and aircraft operating condition. The big lpl
ηT a ne
effect we have to include is that of tailplane incidence being affected ZLL W Free stream
BN
by downwash, the deflection of the freestream flow caused by lift e
on the wing.
Res
From Figure 2.2, the tailplane incidence is made up of the aircraft αT ultan
t flo
incidence α and the angle at which the tailplane is attached to the w
aircraft ηT , modified by the effect of downwash angle e: Figure 2.2: Effect of downwash on
tailplane incidence
αT = α + ηT − e.
de
e= α + e0 ,
dα
with e0 only present for a wing where the zero lift angle of attack
varies along the span. Combining these equations,
de de
α T = α + ηT − e0 + α = α 1− + ( ηT − e0 ) ,
dα dα
CLT = a1 αT + a2 η + a3 β,
so that
CLT = a1 (α + ηT − e) + a2 η + a3 β,
and
de
CLT = a1 α 1 − + a1 (ηT − e0 ) + a2 η + a3 β.
dα
We know that
CL = aα,
dCLT
= ( h0 − h ) + V , (2.5)
dCL
into which we can substitute the expression for CLT from the pre-
vious section. This gives us a means of calculating measures of
stability under different conditions.
The most basic case is that where the aircraft pitches with the
controls locked, known as the stick-fixed condition. Then, from (2.4),
dCLT a1 de
= 1− ,
dCL a dα
a1 de
K n = h0 − h + V 1− . (2.6)
a dα
This tells us how stable an aeroplane is for a given position of
centre of gravity. For stability, Kn > 0, and for any required min-
imum stability margin (2.6) tells us how far back (aft) we can place
the centre of gravity and still meet the requirement.
To summarize this with regard to the aircraft, we call the centre
of gravity position where Kn = 0 the neutral point hn , so that the
static margin is the non-dimensional distance between the centre of
gravity and the neutral point:
a de
h n = h0 + V 1 1 − , (2.7)
a dα
and Kn = hn − h.
CH = b0 + b1 αT + b2 η + b3 β = 0,
b0 + b1 αT + b3 β
and η = − ,
b2
yielding
a2 b1 de CL a b
CLT = a1 − 1− + a 1 − 2 1 ( ηT − e0 )
b2 dα a b2
a2 b3 a2 b0
+ a3 − β− .
b2 b2
For concision, we introduce some auxiliary variables,
a2 b1 a2 b3
a1 = a1 1 − , a3 = a3 1 − , (2.8)
a1 b2 a3 b2
so that, in the stick-free case,
a de a2 b0
CLT = 1 1 − C L + a 1 ( ηT − e0 ) + a 3 β − .
a dα b2
Inserting CLT into the pitching moment equation gives
a1 de a2 b0
C M = C M0 − (h0 − h)CL − V 1− C L + a 1 ( ηT − e0 ) + a 3 β − ,
a dα b2
which allows us to find the tab angle to trim with zero stick force, β.
The reason we have a trim tab is that it gives the pilot a means of
zeroing the stick force. The tab has very little effect on the tailplane
lift, but has quite a large effect on the elevator hinge moment. By
moving the tab to deflection β, the pilot can remove their hands
from the controls in order to perform other tasks, reducing their
physical and mental workload. Also, by zeroing the stick force for
the required flight condition, the pilot can use small control inputs,
which gives them much finer control over the aircraft than if they
had to use some large force to hold the stick in its trim position.2 2
You can try this yourself: hold your
The measure of stability is the same as it ever was, so we can hand steady palm upwards. Now do
the same thing with a heavy book on
calculate a static margin using your palm. Can you keep your hand
stationary? Now do the same, but try
dCLT a de
= 1 1− , moving your hand a small distance
dCL a dα under full control.
Using the trim equation for design, we can size a tailplane for a
given operating condition or, given the final aircraft geometry, we
can set operating limits or calculate behaviour in flight. There are
six variables which we can change in the trim equation, h, CL , V, η,
β, and tailplane setting ηT . On aircraft with an all-moving tailplane
we can also change ηT in flight. If the aircraft is in trim, C M ≡ 0,
so fixing five of the variables gives us a solution for the sixth. They
can be interpreted using Table 2.1. In each case, a solution for the
variable can be found and has a particular significance in flight. For
example, an aircraft flying at a given weight and centre of gravity
position will have a trim speed determined by the tab angle β.
Likewise, for a given speed and weight, take-off speed and MTOW
for example, the forward limit for centre of gravity can be found by
solving for h with maximum elevator deflection.
In terms of flying the aeroplane, a useful quantity to consider is
∂CL /∂η = −Va2 /Kn . It relates the change in lift coefficient to the
change in elevator deflection. Elevator deflection is perceived by
the pilot as stick deflection, so this corresponds to how far a pilot
needs to move the stick to change the lift coefficient, or speed, by
a given amount. Also, since pilots typically fly on attitude, i.e. by
using a visual reference to establish the aircraft incidence, and CL
corresponds directly to incidence, this is also a measure of how
changes in Kn alter the perceived handling qualities of the aircraft.3 3
Now relate this to changes in aircraft
speed.
20 Longitudinal control and static stability
hc0
The lift coefficient for a tailless aircraft looks a bit like the cor-
responding expression for a tailplane, because there is a control
deflection to include,
CL = a1 α + a2 η,
moment equation,
∂M0
Mcg = M0 + η − (h0 − h)c0 L,
∂η
∂C M0
C M = C M0 + η − ( h0 − h ) C L .
∂η
dC M
Kn = − = h0 − h,
dCL
V
Kn
3.2 Scissors plots
∆h1
When the tailplane and centre of gravity range must conform to Landing Nose wheel
multiple, possibly conflicting, requirements, the standard design
h
method is the scissors plot, which is a graphical method for determ- Figure 3.2: A simple scissors plot
ining a tailplane area and centre of gravity range for an aircraft.
The approach is to rearrange the various constraint equations
to give V as a function of h, plot them, and read from the plot
the value of V which gives the required range of h. Typical con-
straints are the stability limit on Kn , the limiting cases for trim at
low speed 1 such as landing approach and climb after take-off, and 1
Why are these important?
other important operating conditions such as take-off rotation and
the need to have sufficient load on the nose wheel to be able to
steer the aircraft on the ground.
Figure 3.2 shows a simple fictional scissors plot, with two centre-
of-gravity ranges indicated. The first, ∆h1 , is quite a narrow range
and the limiting cases are the take-off rotation and stability con-
straints. If the designer wants a larger range, ∆h2 , the aft constraint
is no longer aerodynamic but the requirement to keep sufficient
load on the nose wheel. This knowledge of which constraint is driv-
ing the tailplane size can be used in subsequent design iterations
for the whole aircraft.
log e
slopes, largely because early in design we have not fixed the exact
shape and size of the aircraft or of its subsystems. When we have a Computers
detailed geometry, we can use computational methods to refine our
estimates. When the first few aircraft are produced, or after modi- Wind tunnel
fications to a design, we test them to see what the real behaviour of
the real aircraft is. Flight test
Figure 4.1 gives an indication of how e, the error or uncertainty
in estimated aircraft properties, varies with the cost of different
methods. The simplest methods using pencil and paper are cheap
but have a relatively large uncertainty, which is considered accept- log £, $, €
able because the methods introduce uncertainties no greater than Figure 4.1: Accuracy versus cost for
different methods of estimating aircraft
the uncertainty in the input data. In other words, the precision of properties
the method matches its accuracy. Computational methods give es-
timates with less uncertainty but take longer and cost more. Wind
tunnel testing gives data based on physical testing, but in idealized
conditions with uncertainties introduced by rig and interference
aircraft weight
effects and model scaling: it is also very costly. Finally, flight testing
gives the least uncertainty but is the most expensive way to gather
data.
This information is used in setting the limits to be observed in
service—the ‘flight envelope’ of Figure 4.2. Before flight, the aircraft
weight and centre of gravity are plotted on the diagram and must
lie within the limits indicated.1 If they do not, then the weight
must be reduced or the centre of gravity must be moved by adding c.g. position
Figure 4.2: A typical weight and
ballast. This guarantees that the aircraft will fly within the limits set
balance envelope for a small aircraft
at the design stage. The rear centre-of-gravity limit, the vertical line 1
Federal Aviation Administration
on Figure 4.2, is fixed by the minimum stability requirement; the Flight Standards Service. Aircraft
weight and balance handbook. US
forward limit is set by the maximum moment which the tailplane
Department of Transportation, 2007
can generate in order to maintain pitch equilibrium in all phases of
flight.
28 Flight testing and aircraft handling
giving
η̄
C M = 0 = C M0 − (h0 − h)CL −
a de
V 1 1− C L + a 1 ( ηT − e0 ) + a 2 η + a 3 β .
a dα CL
h1
As in §2.2, we differentiate to find the static margin,
c.g. forward h2
∂C a de
Kn ≈ Hn = − M = (h0 − h) + V 1 1 − , h3
∂CL a dα Figure 4.3: Elevator angle to trim at
various lift coefficients
and since we can also calculate the elevator angle to trim,
h3 h2 h1
1
η= C M0 − (h0 − h)CL h
Va2
dη̄/dCL
a1 de
−V 1− C L + a 1 ( ηT − e0 ) + a 3 β ,
a dα
point stick-fixed is: fly the aircraft straight and level at various
speeds, recording the elevator angle to trim. This is repeated for
various different centre of gravity positions, yielding a plot like
Figure 4.3. To find the neutral point, plot the gradients of the lines
of Figure 4.3, as in Figure 4.4. Extrapolating to dη/dCL gives the
centre of gravity position where Kn = 0, the neutral point hn .
4.2. WHAT DOES THIS MEAN FOR THE PILOT? 29
We know that
L
CL = ,
ρV 2 S/2
η̄
giving
dCL 2L 2C
=− 3 = − L,
dV ρV S/2 V V
c.g. forward
and
dη 2C dη 4 W 1 Kn
=− L = , Figure 4.5: What the pilot experiences
dV V dCL ρ S V 3 Va2
− β̄
4.3 Measuring stick-free stability
To find the neutral point stick-free, we can use the same approach
as in the stick-fixed case, but using the tab to trim, rather than the CL
elevator. Once again, h1
h2
C M = C M0 − (h0 − h)CL − VCLT = 0,
h3
and Figure 4.6: Tab angle to trim at varying
lift coefficients
a1 de
CLT = 1− CL + a1 (ηT − e0 ) + a2 η + a3 β, h3 h2 h1
a dα
h
so that
−d β̄/dCL
b0 + b1 αT + b3 β
η=− ,
b2
a de a2 b0
CLT = 1 1− C L + a 1 ( ηT − e0 ) + a 3 β − ,
a dα b2 Figure 4.7: Measurement of stick free
neutral point location
and
a1 de a2 b0
C M = C M0 − (h0 − h)CL − V 1− C L + a 1 ( ηT − e0 ) + a 3 β − .
a dα b2
This gives the tab angle to trim for the flight condition,
1
β= C M0 − (h0 − h)CL
Va3
a1 de a2 b0
−V 1− C L + a 1 ( ηT − e0 ) − ,
a dα b2
with
dβ K0
=− n .
dCL Va3
So to find the neutral point stick free, we vary the aircraft speed
at fixed centre of gravity, trimming with the tab, giving us Fig-
ure 4.6. We then plot the gradients from that figure against CL ,
Figure 4.7, to find h0n .
5
Piloting: stick forces
the fact that those little DC motors doing the work are getting hot?
Brake rotors get hot under heavy use and, in doing so, become less
effective. This fact gets conveyed to the driver in a necessary and
lawlike way with the familiar “brake fade” in conventional hydraulic
brakes [page 82].2 2
Matthew B. Crawford. The world
beyond your head: How to flourish in an
The majority of aircraft, even large ones, have a direct mechanical age of distraction. Viking, 2015
ρV 2
Pe = me Sη c η C H ,
2
where me is the gearing ratio between the stick and control deflec-
tions.
The stick force to trim must lie within reasonable limits over the
operating range of the aircraft: too high and the pilot will not be
able to move the elevator over the full range of deflections needed;
too low and a small stick deflection will generate a large accelera-
tion on the aircraft with a risk of overloading the structure. The first
5.1. AERODYNAMICS, STICK FORCE, AND PILOTING 33
CH = b0 + b1 αT + b2 η + b3 β,
CH − b0 − b1 αT − b3 β
η= .
b2
Tailplane lift coefficient is
de CL
C L T = a1 1 − + a1 (ηT − e0 ) + a2 η + a3 β,
dα a
and so
de CL a
C L T = a1 1− + a1 (ηT − e0 ) + a3 β + 2 (CH − b0 ),
dα a b2
C M = C M0 − (h0 − h)CL
a1 de a2
−V 1− CL + a1 (ηT − e0 ) + a3 β + (CH − b0 ) ,
a dα b2
a2 C H
V = CM0 − (h0 − h)CL
b2
a de a2 b0
−V 1 1− C L + a 1 ( ηT − e0 ) + a 3 β − . (5.2)
a dα b2
yielding
b2
CH = a3 ( β − β )
a2
and
ρV 2 b2
Pe = me Sη c η a3 ( β − β ),
2 a2
so that CH and the stick force to trim depend linearly on the differ-
ence between the current tab setting and the tab angle to trim for
the flight condition.
34 Piloting: stick forces
which gives
∂CH b ∂β
= 2 a3 .
∂CL a2 ∂CL
dβ K0 1
=− n ,
dCL V a3
so that
dCH b K0
= − 2 n.
dCL Va2
CH = b0 + b1 αT + b2 η + b3 β,
dPe ρV 2
= me Sη cη b2 .
dη 2 geared tab
The history of all hitherto existing stability has been the history of
equilibrium. Most of the time, this is what a pilot wants, but it is
clearly important to be able to change state of flight, or manouevre.
The most basic manouevre is a steady ‘pullout’ where a descend-
ing aircraft makes a transition to horizontal flight, at a constant
speed. We can approximate the dynamics of the process in terms of
flight on a circular path in the vertical plane, which will allow us to
analyze the behaviour of the aircraft and the relationship between
control input and aircraft acceleration. This is also a good approx-
imation to the state of an aircraft in a banked turn.
Aircraft acceleration is important for two reasons. First, the max-
imum acceleration which can be imposed on an aircraft is a state-
ment of agility: how rapidly can the aeroplane change from one
flight condition to another? Second, there is a maximum acceptable
acceleration which arises from structural considerations or, for aero-
batic aircraft which can sustain high loads, the peak acceleration
which a pilot can tolerate.
38 Manoeuvre
/ 2π
Vt g
r= 2 /n
V
=
)W
+n
(1
g
n)
L=
1+
Pu
m(
llou
t
=
W
L=W t = 2πV/ng,
∆θ = 2π
t = 0, ∆θ = 0
W = mg
nW
∆CL = nCL =
ρV 2 S/2
2πr
t= .
V
The acceleration on the aircraft is related to its speed and the radius
of the circle,
V2
r= ,
ng
so
2πV
t= ,
ng
2π ng
q= = .
t V
The aircraft is rotating about its centre of gravity at angular
velocity q, which means that there is a change of incidence at the
tailplane,
qlT
∆αT = ,
V
where lT is the tail arm measured from the centre of gravity.1 Inserting 1
This is important: moving the centre
the pitch rate, of gravity affects the stick force re-
quired for a given acceleration, which
is why aerobatic piston engine aircraft
nglT
∆αT = , are taildraggers.
V2
and non-dimensionalizing to remove the explicit dependence on V,
nCL
∆αT = ,
2µ1
µ1 = W/ρgSlT .
C M = 0 = C M0 − (h0 − h)CL
a de
−V 1 1− C L + a 1 ( ηT − e0 ) + a 2 η + a 3 β . (6.1)
a dα
∆η
CL a1 de a1
=− ( h0 − h ) + V 1− + . (6.3)
n Va2 a dα 2µ1
Hm = hm − h.
From §6.1,
∆η
C a de a
=− L ( h0 − h ) + V 1 1− + 1 ,
n Va2 a dα 2µ1
and,
Va2 ∆η
a de a
h = h0 + +V 1 1− + 1 ,
CL n a dα 2µ1
so that there is a relationship between the stick-fixed manoeuvre
margin and the elevator angle to trim for a given acceleration,
Va2 ∆η
Hm = − ,
CL n
in the same way that the static margin stick-fixed is related to the
elevator angle to trim in steady level flight, (4.1).
C M = 0 = C M0 − (h0 − h)CL
a de a2
−V 1 1− CL + a1 (ηT − e0 ) + a3 β + (CH − b0 ) .
a dα b2
To assess the pilot input needed for manoeuvre, we require the
change in hinge moment ∆CH for a given acceleration, which we
can find from the usual moment equation, with the manoeuvre lift
coefficient (1 + n)CL ,
Va2 ∆CH
a de a
= −(h0 − h) − V 1 1 − + 1 .
b2 CL n a dα 2µ1
Adopting the usual notation, we define the stick free manoeuvre point,
h0m , the centre-of-gravity position where ∆CH /n = 0,
a de a
h0m = h0 + V 1 1 − + 1 .
a dα 2µ1
42 Manoeuvre
0 , is
The corresponding stick free manoeuvre margin, Hm
0
Hm = h0m − h,
0 Va2 ∆CH
Hm =− .
b2 CL n
The stick force per g is calculated from the hinge moment,
∆Pe ρV 2 ∆CH
= me Sη c η .
n 2 n
The stick force per g is a fundamental piloting property of the air-
craft and must lie within reasonable limits to avoid the risk of a
pilot accidentally overloading the aeroplane. For aerobatic aircraft,
on the other hand, it can be relatively low, but with a requirement
for greater skill on the part of the pilot.
∂C M0
C M = 0 = C M0 + η − ( h0 − h ) C L ,
∂η
and when the aircraft is in a steady pullout with acceleration g and
pitch rate q,
∂C M0 ∂C
C M = 0 = C M0 + (η + ∆η ) − (h0 − h)(1 + n)CL + M q.
∂η ∂q
Subtracting one equation from the other gives the change in
elevator angle for the manoeuvre,
1 ∂C
∆η = (h0 − h)nCL − M q ,
∂C M0 /∂η ∂q
Then,
∂C M 1 ∂M 2c
= = 0 mq
∂q ρV 2 Sc0 /2 ∂q V
so that
1 ρgc0 S
∆η = (h0 − h)nCL − mq nCL .
∂C M0 /∂η W
W
µ1 = ,
ρgSc0
so that
∆η mq
1
= ( h0 − h ) − CL .
n ∂C M0 /∂η µ1
Hm = hm − h,
and
mq mq
Hm = (h0 − h) − = Kn − .
µ1 µ1
∆η Hm CL
= .
n ∂C M0 /∂η
We have shown that the static margins, stick-fixed and stick-free, for
conventional aircraft are
a1 de
K n = ( h0 − h ) + V 1− ,
a dα
a de
Kn0 = (h0 − h) + V 1 1 − .
a dα
and
Va1
Hm = Kn + ,
2µ1
0 Va1
Hm = Kn0 + .
2µ1
K n = h0 − h
So,
mq
Hm = Kn − .
µ1
6.6. PILOTING QUALITIES: CHANGING THE STICK FORCE 45
control complexity since the elevators are used for both pitch and
yaw control. Vee tails are also prone to stall in sideslip which has
been proposed as a possible cause of the high accident rate of the
Beech 35. It appears that the inverted-vee tail of the Predator was
not chosen for pure stability reasons but to protect the propeller
during landings, by acting as a bumper.2
Finally, at the bottom of Figure 7.1 are a pair of quite unusual
designs, the triple vertical tail of the OV-1 light attack aircraft and
the vertical tail of the C-2 carrier supply aircraft, which has four
vertical surfaces, and three rudders.
49
The first real aeroplane, the Wright Flyer, was a canard but the now
conventional arrangement with a tailplane was soon found to be
better for most purposes. There are a number of canard aircraft in
operation, however, so they clearly have their uses. Probably the
leading designer of canard aircraft is the legendary Burt Rutan, Rutan VariEze
founder of Scaled Composites. Two of his designs, the home-built
VariEze and the Beechcraft Starship, are shown in Figure 7.2, with
the Piaggio Avanti, a three-surface aircraft.
The principal advantages of a canard configuration lie in the
design of highly manoeuvrable aircraft, where their disadvantages
are outweighed by the possibilities of post-stall control and su-
Beechcraft Starship
permanoeuvrability, which is why a canard layout is often seen on
modern fast jets.
In more conventional flight regimes, the main reason for choos-
ing a canard is that the aircraft becomes very difficult to stall. If
the angle of attack increases sufficiently, the canard stalls first, and
the lift on the wing pushes the nose back down, giving an inherent
stability which recovers from the incipient stall. If the pitch rate is
too high, however, the aircraft can rotate past the canard stall angle Piaggio Avanti
to the point where the wing enters dynamic stall and the canard Figure 7.2: Some canard aircraft
Figure 8.1 summarizes the principal effects which modify the con-
trol of aircraft at high speed. First, there is the motion of the neutral
point h0 from wing quarter chord to half chord as Mach number
M increases. This raises two problems. The first is the change in
h0 with speed as the aircraft passes through M = 1. This leads
to control problems for a pilot as the pitching moment changes
with no corresponding control input. The second problem is that
the change in h0 leads to a large increase in Kn . Remembering the
relation between elevator angle to trim and static margin (page 28),
dη 1 a1 de Kn
=− ( h0 − h ) + V 1− =− , (4.1)
dCL Va2 a dα Va2
we can see that an increase in Kn increases the change in elevator
angle needed to trim for a given change in CL or, equivalently,
speed. A large increase in Kn can thus make the aircraft uncontrol-
lable because there is insufficient elevator travel to change speed or
to manoeuvre, as can be seen by considering changes in ∆η/n, (6.3).
The next two plots in Figure 8.1 show more bad things: the zero-
lift pitching moment coefficient changes with Mach number, as
does the wing zero-lift incidence. The combination of these ef-
fects means that purely by virtue of its changing speed, the aircraft
wants to pitch as it approaches and exceeds a Mach number of
unity.2 2
If the aircraft geometric incidence is
The second row of Figure 8.1 shows how changes in lift curve held constant and α0 changes, what are
the implications for stall?
slopes, a and a1 , and elevator effectiveness a2 manifest themselves.
Considering only the upper curve in each case, that for a rigid air-
craft, we can see large increases in lift curve slope around M = 1,
followed by a drop-off with increasing Mach number. This can
cause various problems for stability and control, as you can see by
looking at the expressions for stability and manoeuvre margins,
and also causes difficulties for aircraft design: an aeroplane de-
signed for good qualities with the high speed values of a and a1
may well not have good handling qualities at low speed, unless
special measures are taken. Then, it is clear from the plot of a2 that
above a certain speed, the elevator simply stops working, and can-
not be used for pitch control. It was some time before this effect
was recognized, and led to the use of all-moving tailplanes for lon-
gitudinal control. Note also the effect of aircraft deformation, which
is a function of altitude and the corresponding change in density,
and leads to further changes in the variation of the aerodynamic
coefficients.
The final row of Figure 8.1 shows, first, a large change in down-
wash which will have an effect on the tailplane behaviour, and then
the so-called “Mach tuck” phenomenon. As an aircraft reaches high
speed, the net pitching moment can decrease before increasing and
then returning to its equilibrium value. This leads to a control prob-
lem for the pilot, who may well input a wrong stick force.3 The 3
This is the grain of truth in a scene
solution to this problem is shown in the final plot of the figure: a from the David Lean film The Sound
Barrier, which is well worth watching
as an account of test flying.
8.1. HIGH SPEED EFFECTS 55
c/2
c/4 1.0 M 1.0 M
1.0 M
Rigid aircraft Rigid aircraft
a V̄a1 V̄a2 Rigid aircraft
Decreasing altitude
M M M
∂e/∂α
M M
M Mach tuck Pull Uncorrected stick force
9
Dynamic behaviour of aircraft
M = I θ̈,
or, for an aeroplane, Bα̈ − Mcg = 0,
α = ejωt ,
ρV 2 Sc
ω2 = Kn a.
2B
If the static margin is negative, (9.1) becomes
ρV 2 Sc
α̈ − |Kn | aα = 0, (9.2)
2B
and the response to a perturbation is no longer oscillatory, but
grows exponentially,
α = eλt ,
ρV 2 Sc
λ2 = |Kn | a.
2B
This oscillation is a simple model for what happens when an air-
craft encounters a gust, or the pilot changes elevator deflection.1 1
How would this change if you as-
sumed a stick-free condition?
58 Dynamic behaviour of aircraft
Figure 9.1 shows the notation.2 We assume that the aircraft flies 2
The analysis presented here is based
at constant incidence with thrust balancing drag, so that the lift on Milne-Thomson, L. M., Theor-
etical aerodynamics, MacMillan, fourth
L = ρV 2 SCL /2 and varies only with speed V. The inclination of the edition, 1966, pp 376–378.
flight path is θ so the net force normal to the aircraft is given by
W V2
L − W cos θ = , (9.3)
g R
where R is the radius of curvature of the path. We also know that
energy is conserved so that V 2 /2 − gz is constant, with z taken
positive downwards. We can choose an origin for z such that the
total energy is zero and then V 2 = 2gz: the aircraft trades kinetic
and potential energy (height) so we can write speed in terms of
height and v.v.
If we take V1 as the speed the aircraft would have in steady level
flight at the prescribed CL , we can rewrite (9.3),
z 2z
− cos θ = , (9.4)
z1 R
and since
1 dθ dz
= and sin θ = − ,
R ds ds
where s is the arc length along the flight path and R is the radius of
curvature of the trajectory, (9.4) can be rewritten
d 1/2 z1/2
z cos θ = , (9.5)
dz 2z1
and integrating gives a solution for cos θ and R,
1 z z 1/2
cos θ = +C 1 , (9.6a)
3 z1 z
z1 1 C z1 3/2
= − , (9.6b)
R 3 2 z
where Cz1/21 is the constant of integration. We cannot solve directly
for the flight path, called the phugoid, but we can say something
about its behaviour as a function of C.
9.1. ANALYSIS OF AIRCRAFT DYNAMICS 59
The first step is, as always, to define our notation. Figure 9.3
shows the system of axes. The axes are attached to the aircraft,
rather than to an inertial frame, and have their origin at the centre
of gravity. The table of quantities gives the notation for the dis-
placements, rotations, forces, moments and moments of inertia. It is
literally as easy as A-B-C. In practice, to examine problems of sta-
bility we will linearize the system and write quantities as the sum
of a mean value for steady level flight, and a small perturbation.
The logic of our analysis is the same as for any dynamic prob-
lem: identify the forces and moments which act on a free body,
insert these in the appropriate dynamic equations, and calculate the
motion of the body. The difficulties arise from the aircraft’s having
six degrees of freedom and from coupling between motion in those
60 Dynamic behaviour of aircraft
δg + χ × g = 0.
∂X ∂X ∂X
mu̇ = u+ w+ q − mgθ, (9.12a)
∂u ∂w ∂q
∂Z ∂Z ∂Z
m(ẇ − Uq) = u+ w+ , (9.12b)
∂u ∂w ∂q
∂M ∂M ∂M ∂M
Bq̇ = q+ u+ w+ ẇ. (9.12c)
∂q ∂u ∂w ∂ẇ
and
∂Y ∂Y ∂Y
m(v̇ + Ur ) = v+ p+ r + mgφ, (9.13a)
∂v ∂p ∂r
∂L ∂L ∂L
A ṗ = p+ r+ v, (9.13b)
∂p ∂r ∂v
∂N ∂N ∂N
Cṙ = p+ r+ v. (9.13c)
∂p ∂r ∂v
∂X ∂X ∂X
mu0 λeλt = u0 eλt + w0 eλt + θ0 λeλt − mgθ0 eλt .
∂u ∂w ∂q
Non-dimensionalizing,
xq Λ CL
(Λ − xu )u0 − xw w0 − − θ0 = 0, (10.1a)
µc 2
zq
−zu u0 + (Λ − zw )w0 − Λ 1 + θ0 = 0, (10.1b)
µc
m
ẇ
Λ(bΛ − mq )
− µc + mw w0 + θ0 = 0. (10.1c)
Λ µc
equation removed:
Λ − xu 0 CL /2 u0 0
0
−zu 0 −Λ w = 0 .
0 −mw Λ(bΛ − mq )/µc θ0 0
−zu CL 1/2
Ωph = , natural frequency, (10.2a)
2
− xu
cph = , damping. (10.2b)
2Ωph
zmin , Vmax
xq Λ CL
Λ − xu − xw − µc − 2 u0
0
0 = 0 .
0
Λ − zw −Λ
w
Λ(bΛ − mq )
− mµẇcΛ + mw
θ0 0
0 µc
µc (−mw ) + mq zw 1/2
Ωspo = , natural frequency, (10.3a)
b
mq + mẇ
1
cspo =− zw + , damping. (10.3b)
2Ωspo b
This is the short period oscillation, which you saw at the start of
Chapter 9. It is a heavily damped mode with period typically of
a few seconds. The aircraft pitches rapidly about its centre of grav-
ity which continues to fly at almost constant speed in a straight
line. The periodic time is typically a few seconds, but must not
be less than about 1.25s, otherwise there is a risk of Pilot Induced Figure 10.2: Short period oscillation
Oscillation (PIO).4 4
If you are in the humour, you might
The frequency is proportional to Kn1/2 , and increases with dy- like to try modelling Pilot Induced
Oscillation.
namic pressure, ρV 2 /2. Therefore the aircraft will have the highest
frequency SPO, and hence the shortest time period, at high speed
with the centre of gravity in the furthest forward position.5 The 5
Using this information, could you
SPO is always stable for a statically stable aircraft. relate the static margin stick-fixed to
the aerodynamic derivatives?
In the case of lateral motion, we insert the assumed form for the
solution
Λ2 (cΛ2 + µs nv ) = 0,
Note that both of these roots are real and so they do not describe
oscillations. The first, Λrs , describes rolling subsidence, a pure rolling
motion which is generally heavily damped, and is usually stable.
The damping is primarily from the wings, where the incidence
along the wing is changed by the roll-rate. This is experienced by
the pilot as a lag in roll response. Roll control is not like pitch and
10.2. LATERAL MOTION 67
yaw control because the control input sets roll rate rather than roll
angle. A lag in response means that the required roll rate is not
reached immediately, and the pilot must change the control input
slightly early to stop the aircraft rolling at the required roll angle.
This roll-rate results in a rolling moment L p p. Therefore, if L p
is negative the rolling subsidence mode is stable. This is usually
the case. However, if L p becomes positive, usually due to non-
linearities in the lift curve slopes at high roll rates, auto-rotational
rolling can occur. This is what happens when an aircraft spins.
68 How aircraft wobble: normal modes
The second root Λsm , which is much smaller than Λrs , corres-
ponds to the spiral mode of the aircraft. This is a combined yaw
and roll motion which is allowed to be unstable (i.e. negatively
damped) as long as it does not double amplitude in less than
twenty seconds, so that it can be controlled out. The spiral mode
normally happens so slowly that it can only be perceived visually
or using instruments, but not by the pilot’s inner ear, so that it can
be fatal in reduced visibility when no visual reference is available
for aircraft attitude.
The dynamics of the spiral mode are that if the aircraft rolls
slightly, it will start to sideslip, and the fin then tries to turn the air-
craft into the relative wind due to a yawing moment Nv v. However,
the rolling moment due to sideslip Lv v tries to roll the wings back
level. Depending on which of the effects prevails, the aircraft will
be spirally unstable or stable, as can be seen from the numerator
of (10.7).
High wing
Low wing
These notes are mainly intended to introduce the ideas you need
in order to design the mechanical elements of aeroplanes. As in
many engineering problems, the requirements are a translation into
numerical form of a set of human needs, in this case the require-
ment that a complex machine be controllable by a human being in
order to carry out some set of functions. This human element of the
design question is what makes the difference between adequate air-
craft and great ones. The field is normally called “handling proper-
ties” or “flying qualities” and is the area where mechanical design,
aerodynamics, physiology, psychology, and ergonomics intersect.
The idea that there is such a thing as flying qualities and that
these qualities can be specified numerically is not an obvious one,
and it is worth reading a history of how these qualities were first
recognized and defined and then stated as ranges of numerical
values.1 In short, over a period of about twenty five years after 1
Walter G. Vincenti. Establishment of
the First World War, test pilots and research engineers working design requirements: Flying-quality
specifications for American aircraft,
together developed an understanding of what it means to fly an 1918–1943. In What engineers know and
aeroplane in terms which allow for the discussion of the qualities of how they know it: Analytical studies from
aeronautical history. Johns Hopkins,
the aircraft, so that it becomes possible to properly design to make Baltimore, 1990
the aircraft useable by a human being. By 1949, one textbook was
dealing with “the comparatively new art of designing the airplane
[sic] for adequate flying qualities”: the existence of flying qualities
had been recognized and engineers were being taught to design
for them, rather than hoping the aircraft’s first pilot survived long
enough to report on the aircraft’s handling.
In Vincenti’s words:
Flying qualities comprise those qualities or characteristics of an
aircraft that govern the ease and precision with which a pilot is able
to perform the task of controlling the vehicle. Flying qualities are
thus a property of the aircraft, though their identification depends on
the perceptions of the pilot.
in particular phases of flight so that a test pilot can report the ad-
equacy of the aircraft for a given task in terms of the workload
which it imposes on a pilot. The scale can then be used in spe-
cifications and regulations, and can also be mapped to contours
of frequency and damping of the aircraft modes to link numerical
data, which can be estimated at the design stage, to pilot percep-
tion. An early example of this is the “bullseye” or “thumbprint”
plot of iso-opinion contours, shown in Figure 11.2, which has been
replotted from the published original.4 4
Malcolm J. Abzug and E. Eugene
Larrabee. Airplane stability and control:
A history of the technologies that made
aviation possible. Cambridge University
Press, Cambridge, 2002
11.1. THE COOPER–HARPER SCALE 75
Slow response;
Proposed have to reverse
boundary control to stop;
difficult to
0.8 manoeuvre;
sluggish; dead;
Little delayed or force a little high;
slow initially, more motion
then overshoots; than pilot likes
0.6 trim and track
little difficult;
force little high
0.4
0
0.1 0.2 0.3 0.4 0.6 0.8 1.0 1.5 2.0
Damping ratio ζ
Figure 11.2: Iso-opinion contours for
the short-period oscillation from tests
The curves on the plot are contours of “constant opinion” (of on a variable stability F-94F, replotted
flying qualities) as rated by pilots on a variable stability F-94F. By from data in Abzug and Larabbee
varying the stability of the aircraft, the contours could be plotted
against the properties (natural frequency and damping ratio) of
the short period oscillation. This gives designers an indication of a
range of properties, within the heavy boundary, which give good
handling for a particular type of aircraft, allowing them to account
for flying properties at the design stage, and to see how changing
those properties will affect the pilot’s perception of the aircraft’s
qualities.
Modern approaches are more sophisticated and incorporate
models of human psychology and physiology but still work on the
principle of linking predicted dynamic properties of an aircraft to
a human assessment of the more intangible qualities of the design.
In design, much of the assessment of flying qualities is now carried
out by having pilots “fly” simulations of the aircraft so that the
handling properties can be tuned before moving into production.
12
Questions
1. For the two situations shown in Figure Q1 cal- low, calculate the value of CLT required for trim
culate the values of LW and L T required to give at 50kt EAS with a pilot weighing 0.75kN. The
both a total lift equal to the aircraft weight and empty weight equipped is 2.5kN, with c.g. on
give zero net moment about the aircraft c.g. the mean chord 0.45c aft of the leading edge of
[LW = 99.3kN, L T = 0.7kN, LW = 95.3kN, c. The pilot c.g. is assumed to be 0.8m ahead of
L T = 4.7kN] the leading edge of c.
LT [CLT = −0.552]
LW l =15m
x= S = 28m2 ST = 1.4m2 c = 1.15m
0.3m l = 5.35m h0 = 0.25 C M0 = −0.11
3. Distinguish between stability and trim. Show
that for an aircraft to be both stable and able to
M0 =40kNm trim at positive lift coefficient the overall pitch-
W=100kN
LT ing moment about the centre of gravity must be
LW l =15m positive at CL = 0 in that configuration.
x= 4. From first principles, show that the portion of
0.3m
the total lift coefficient (CL ) provided by the
wing-body-nacelle (WBN) group of a conven-
tional aircraft is given by:
M0 =40kNm W=100kN
c c
Figure Q1: Aircraft with different centres of CLWBN = CL 1 + (h0 − h) − C M0 .
l l
gravity
2. Draw the system of forces and moments acting If the aircraft stalls when CLWBN reaches its max-
on a conventional aeroplane in steady straight imum value, (CLWBN )max say, then obtain an
and level flight. expression relating the stalling speed to the c.g.
position at any one given weight.
Show that the pitching moment about the centre
of gravity is given by Hence calculate the c.g. shift that would in-
crease the stalling speed by 1% if c = 5.6m,
C M = C M0 − (h0 − h)CL − VCLT . l = 15.5m and (h0 − h) = 0.05.
For the sailplane whose details are given be- [∆h = −0.0566, ∆hc = −0.317m]
78 Questions
5. Consider the two situations shown in Fig- 6. The data shown below apply to an aircraft in
ure Q5. steady level flight at 200kt EAS. Calculate the
CL elevator angle required for longitudinal trim.
Also obtain the stick-fixed neutral point and
hn c̄
static margin.
W = 30kN S = 23m2 ST = 3.5m2
c = 1.96m l = 5.5m
(CM0 )
hc̄ h0 = 0.25 c.g. is 0.61m aft of datum
W
CL C M0 = -0.036 ηT = -1.5◦ e = 0.48α
a = 4.58 a1 = 3.15 a2 = 1.55
hn c̄
[η = -1.658◦ , hn =0.4027, Kn = 0.0915]
elevator movement permitted for trimming is Weight = 850kN Speed = 70m/s EAS
η = ±10◦ . Using the data below, calculate the Wing area S = 358m2 ( h0 − h ) = 0.15
minimum tailplane area suitable for this air- C M0 = +0.02 ∂C M0 /∂η = -0.45
craft, and the tailplane setting ηT relative to the a1 = 4.0 a2 = 0.95
flaps-up wing zero lift line. b1 = -0.7 b2 = -1.05
Show how this margin is related to the stick 16. An aircraft of conventional layout is controlled
fixed and stick free c.g. margins of a rigid aero- in pitch by an all-moving tailplane, having no
plane. What practical use might you make of separate elevators (see Figure and table). Show
this information? that the tail angle per g is given by
∆ηT C Hm
13. Which conditions define the stick-fixed and =− L
stick-free manoeuvre points of an aircraft? n Va1
From first principles, stating your assump- where the symbols have their usual meanings.
tions, derive an expression for the stick fixed Hence calculate the tail angle, tail load and
maneouvre point of a low speed aircraft of ca- pivot moment when the aircraft is flying
nard layout. Show whether this is forward or aft at 440kt EAS in an 8g (n = 7) pullout at a height
of the corresponding neutral point and compare where the relative density of the air σ = 0.74.
your expression with that for a conventional Comment on your results.
aircraft.
W=175kN V=440kt EAS S=33.2m2 ST =19.1m2
14. Define the maneouvre point stick-free for a
l=5.25m c = 2.39m a=3.8 a1 =2.7
conventional aircraft. How does it differ from
C M0 = +0.03 ∂e/∂α=0.38 h0 = 0.17 h = 0.50
the corresponding neutral point?
σ = 0.74
Find the minimum stick force per g at sea level
for the light aircraft whose details are given LWBN LT
below. Comment on your result and find the l
c.g. position required to give 22N/g. Suggest 0.144m
alternative means for increasing the existing
value. Pivot point
18. Using the approach of §4.2, and the results 21. The aircraft described in the Figure and
of §5.1, derive a formula for dPe /dV, the gradi- table below is to have its capacity increased
ent of stick force with flight speed. What does by lengthening the cylindrical portion of the
this tell you about the handling qualities of an fuselage by 6m. The centre section (including
aircraft? the wings), the nose and the tail portions are to
19. What are stick-fixed and stick-free manoeuvre remain unaltered.
points and what is the significance of stick force It is assumed that the c.g. position will be ad-
per g. justed to remain unchanged with respect to
Using the data of question 17, calculate the the centre section unit and that, for the lengths
change of elevator angle required to pull 0.5g considered, ∂e/∂α is constant.
flying at 350kt EAS at an altitude where the Calculate how the additional fuselage length is
relative density σ = 0.374. to be inserted ahead of and behind the centre
Explain in physical terms why this change of section, if the low speed stick-fixed static mar-
elevator angle would be greater at a lower alti- gin is to be unaltered. The movement of the
tude when flying at the same lift coefficient. aerodynamic centre of the aircraft less tail is as-
sumed to be affected only by the change of nose
[∆η = −1.005◦ ] length ∆l N and is given by
20. The tailless aircraft shown in the figure has ∆l N
been fitted with a small retractable foreplane. ∆h0 = −0.037 .
c
At low speeds this foreplane is extended and,
operating in a semi-stalled condition at constant If a variant of the aircraft retains the original
setting, it generates a constant lift coefficient fuselage, but has its wing tips extended, how
CLF = 1.2 (based on S F ). Use of the foreplane could the longitudinal static stability be af-
enables the aircraft to take off at a higher weight fected?
than the original aircraft without the foreplane.
Calculate the increment in take-off weight that
may be achieved when using the foreplane,
by considering the trimmed lift at 200kt EAS,
if the incidence is restricted to 12◦ by ground
S = 223m2 c = 5.6m
clearance problems, using the data in the table.
ST = 46m2 l=15.5m
Calculate the elevon angles to trim of both ver- h0 = 0.25 h = 0.20
sions of the aircraft. Comment on your results. e = 0.4α C M0 =-0.06
[With foreplane: η = −0.5◦ ; L = 1842kN; a = 4.5 a1 = 2.75
without foreplane: η = −5.8◦ ; L = 1557kN]
[4.1m ahead of wing, 1.9m aft]
c0
22. (a) The 1903 Wright Flyer was a canard con-
lF figuration of conventional layout, summar-
ized in the table below. Calculate the stick-
fixed neutral point, assuming that the wing
and canard have approximately equal lift
curve slope, and comment on your answer.
hc0 (b) The 1903 Flyer was stabilized in pitch by
h0 c0 the addition of ballast to shift the centre
of gravity forward. If 30% of the aircraft
S = 438m2 S F = 9.4m2 C M0 = +0.002 gross weight can be carried as ballast, where
∂C M0 /∂η = -0.25 a1 = 3.0 a2 = 0.80 should it be placed to move the centre of
h0 = 0.61 c0 =27.4m l F = 13.26m gravity to the wing leading edge. What effect
hc0 = 15.34m would this have on the aircraft performance?
82 Questions
These are sample questions taken from previous years’ exam pa-
pers, intended to show the style of question and give an idea of
how to approach the exam. You should also look at the papers
themselves to see how they are structured, rather than rely only on
the questions here.
[13 marks]
(b) Data are given in Table Q1 for a transport aircraft with
conventional tail. The nominal cruise speed of the aircraft
is 300kt. Estimate the minimum tail volume coefficient re-
quired if the pilot is to be able to change the aircraft speed by
up to 50kt without using the trim tab and with a change in
elevator deflection of no more than 5◦ .
[12 marks]
(c) Discuss qualitatively the aircraft response if the pilot should
make an abrupt 5◦ change in elevator deflection. How will
this response vary with centre of gravity position?
[8 marks]
W = 785kN h = 0.26
S = 223m2 c = 5.68m
ST = 46.5m2 l = 15.66m
Sη = 11.2m2 cη = 0.908m
h0 = 0.16 C M0 = -0.06 e = 0.38α
a = 4.5 a1 = 2.75 a2 = 1.16
b0 =0 b1 = -0.133 b2 = -0.16
Table Q2
85
3. (a) Show from first principles that the elevator deflection per
gee for a conventional aircraft is given by
Va2 ∆η
Hm = − ,
CL n
ρV 2 Sca
Bα̈ + Kn α = 0,
2
where B is the pitching moment of inertia about the centre of
gravity and other symbols have their usual meanings. From
the equation determine the frequency of short period oscilla-
tion (SPO).
[12 marks]
(b) The Hawker Typhoon, Figure Q4, was a successful Second
World War ground attack aircraft. Using the approximate data
given in Table Q4, estimate the SPO frequency and period for
a Typhoon flying at 430km/h with static margin Kn = 0.05.
Comment on your answer.
[6 marks]
(c) The Hispano–Suiza 20mm cannon fitted in the Typhoon had
a muzzle exit velocity of 850m/s. The muzzles lay 1.8m ahead
of the centre of gravity. If the short period oscillation had an
amplitude of 5◦ , estimate the angular deflection of the traject-
ory of the round caused by the SPO and the corresponding
error in the trajectory for a target at a distance of 500m. Com-
ment on your answer.
[10 marks]
(d) What implications does SPO have for “pointing accuracy” in
aircraft?
[5 marks]
5. (a) Show from first principles that the stick-fixed static margin
of a canard aircraft is:
l F S F a1
K n = h0 − h −
c S a
where symbols have their usual meanings.
[15 marks]
(b) One way to model the post-stall behaviour of a lifting sur-
face is to treat it as having a negative lift curve slope. Table Q5
gives approximate data for a hypothetical small canard air-
craft. Calculate the static margin stick-fixed before and after
stall of the foreplane, assuming that post-stall behaviour can
be modelled by changing the sign of a1 . Comment on your
answer, with particular reference to the handling qualities of
the aircraft.
[8 marks]
(c) Canard aircraft can be prone to dynamic stall, where the
foreplane incidence is increased by the pitch rate of the air-
craft. How can this situation be avoided, through aircraft
design or through centre-of-gravity restrictions? What effects
will possible solutions have on the usefulness of the aircraft?
[10 marks]
where
CL SE
λ= .
b2 Sη cη W
It should be assumed that the aircraft is initially in trim with
the tab angle adjusted to give zero stick force.
Show how this margin is related to the stick fixed and stick
free c.g. margins of a rigid aeroplane.
[15 marks]
(b) By considering the variation of Kn with flight speed V, show
that for a divergent elevator (b1 < 0), the c.g. margin reduces
with increased speed.
[12 marks]
(c) How could the aircraft design be modified to mitigate the
change in margin with speed?
[6 marks]
89
ρV 2 Sca
I α̈ + Kn α = 0,
2
where I is the pitching moment of inertia about the centre of
gravity and other symbols have their usual meanings. From
the equation find the frequency of short period oscillation.
[12 marks]
(b) Table Q7 contains basic data for a small electrically-powered
UAV used for mapping and agricultural observation. For ad-
equate image quality, it has been found that the aircraft oscil-
lation frequency must be limited so that the distance scanned
by the camera as it shoots an image is not more than 0.5m. If
the camera exposure time is 1/1000s, estimate the speed at
which the image frame sweeps the ground, and if the UAV
is to operate at an altitude of 80m, the maximum acceptable
pitch oscillation frequency. From this frequency, estimate the
required static margin stick-fixed for the UAV. You may neg-
lect the effect of flight speed on the swept area of the image.
[8 marks]
(c) If the static margin stick-fixed Kn < 0, the aircraft is statically
unstable. Qualitatively, what would determine the degree to
which it could be made statically unstable and still be control-
lable?
[8 marks]
(d) What are the implications for aircraft handling of the result
that SPO frequency is proportional to the square root of static
margin stick-fixed?
[5 marks]
90 Exam questions
(a) Show that the static margin stick fixed is given by:
dη a1 ∂e
Kn = −Va2 = ( h0 − h ) + V 1− .
dCL a ∂α
[10 marks]
(b) A Hercules normally carries out a drop at a flight speed
of 125kt EAS. Size the tailplane such that the minimum static
margin, stick fixed, is never less than 0.05, and so that the
change in elevator angle to trim during drop of a full payload
is no more than 15◦ . Assume ∆h = 0.5.
[10 marks]
(c) If the centre of gravity, with payload, is at the aft limit, can
the drop be performed safely?
[7 marks]
(d) What dynamic behaviour would you expect of the aircraft
immediately after the drop has been carried out?
[6 marks]
10. (a) In the 1952 David Lean film The Sound Barrier, a test pilot
experiences “control reversal” at a flight speed near the speed
of sound. Describe the control effects of high speed flight,
with reference to the pilot’s perception of handling, and state
what phenomenon actually occurs as an aircraft approaches
and exceeds the speed of sound.
[10 marks]
(b) In the 1983 film The Right Stuff, based on Tom Wolfe’s 1979
book, Chuck Yeager is shown making the first supersonic
flight in the X-1. Which principal design feature made the
aircraft controllable at high speed and why was it necessary?
[10 marks]
(c) The 1942 film The First Of The Few is a fictionalized account
of the development of the Spitfire by R. J. Mitchell. It includes
a scene of the first flight of the aircraft in which it is shown
flying high-g manoeuvres. What are the design considerations
relevant to the control of high-performance aerobatic aircraft
and how are the flying qualities of such aircraft assessed?
[14 marks]
93
∆η C
= − L Hm .
n Va2
Comment on your answer.
[10 marks]
(c) What considerations do you think should be taken into ac-
count in designing the control system of the Spitfire, with
regard to handling qualities and response to pilot input?
[8 marks]
S = 22.482m2 ST = 3.135m2
c = 1.99m `T = 5.462m haft = 0.340c
a = 4.6 a1 = 2.83 a2 = 2.15
e = 0.037 + 0.3α
W = 3000kg
Table Q11
94 Exam questions
12. Figure Q12 shows the notation for motion of an aircraft at con-
stant incidence and lift coefficient, acted upon by lift L perpen-
dicular to the trajectory, and by gravity acting vertically down-
wards.
1 z z 1/2
cos θ = +C 1 ,
3 z1 z
z1 1 C z1 3/2
= − ,
R 3 2 z
where R is the radius of curvature of the trajectory, and z is
shown on Figure Q12. [12 marks]
(b) Depending on the value of the constant of integration C, the
trajectory can have four qualitatively different behaviours.
Describe these cases, and sketch the trajectories to which they
correspond.
[12 marks]
(c) Describe qualitatively the phugoid response of real aircraft,
with reference to dynamic stability, damping, and stick free
effects.
[9 marks]
L
V
θ
W
Figure Q12: Motion of a body under lift and gravity
A
Finding out more
• United States Air Force Test Pilot School, Flying Qualities Text-
book, Volume II, Part 1, AF-TPS-CUR-86-02, April 1986, a big
book (more than 700 pages) but the chapters on longitudinal sta-
bility and flight testing are manageable and well worth reading.
• Vincenti, Walter G., What Engineers Know and How They Know
It, Johns Hopkins University Press, 1990. This is a collection
of studies looking at how aeronautical engineers acquired and
acquire knowledge of the systems they work on. You should
read all of it, but chapter 3 on how flying quality specifications
for aircraft evolved up to 1945 is especially relevant.
As well as the movies listed on page 82, there are some other films
and television programmes worth seeing to develop your know-
ledge of aviation and its culture.
All images are the work of the author, except those listed below.
The URLs link to the original image with full information on au-
thorship and usage rights.
Figure 2.3
Figure 7.1
Figure 7.2
A N D F L E X O F H E R M U S C L E S . T H E R E S O N A N T, G U T T U R A L V O I C E O F
H E R E X H A U S T S H A S A T I M B R E M O R E A R T I C U L AT E T H A N W O O D A N D
S T E E L , M O R E V I B R A N T T H A N W I R E S A N D S PA R K S A N D P O U N D I N G
PISTONS.
S H E S P E A K S T O M E N O W , S A Y I N G T H E W I N D I S R I G H T, T H E N I G H T
I S FA I R , T H E E F F O R T A S K E D O F H E R W E L L W I T H I N H E R P O W E R S .
I F LY S W I F T LY. I F LY H I G H — S O U T H - S O U T H W E S T, O V E R T H E N G O N G
H I L L S . I A M R E L A X E D. M Y R I G H T H A N D R E S T S U P O N T H E S T I C K
I N E A S Y C O M M U N I C AT I O N W I T H T H E W I L L A N D T H E W A Y O F T H E
PLANE. I SIT IN THE REAR, THE FRONT COCKPIT FILLED WITH THE
H E A V Y TA N K O F O X Y G E N S T R A P P E D U P R I G H T I N T H E S E AT, I T S
R O U N D S T I F F D O M E F O O L I S H LY R E M I N D I N G M E O F T H E P O I S E D
R I G I D I T Y O F A PA S S E N G E R O N F I R S T F L I G H T.
B E RY L M A R K H A M , W E S T W I T H T H E N I G H T