LOAD FACTORS AND FLIGHT MANEUVERS - TURNS
Increased load factors are a characteristic of all banked turns. Load factors become significant both to flight performance and to the load on wing structure as the bank increases beyond approximately 45°.
The yield factor of the average light plane is reached at a bank of approximately 70° to 75°, and approximately one-half at a bank of approximately 63° increases the stalling speed.
LOAD FACTORS AND FLIGHT MANEUVERS
Critical load factors apply to all flight maneuvers except unaccelerated straight flight where a load factor of 1 G is always present. Certain maneuvers considered in this section are known to involve relatively high load factors.
LOAD FACTORS AND STALLING SPEEDS
Any airplane, within the limits of its structure, may be stalled at any airspeed. When a sufficiently high angle of attack is imposed, the smooth flow of air over an airfoil breaks up and separates, producing an abrupt change of flight characteristics and a sudden loss of lift, which results in a stall. A study of this effect has revealed that the airplane's stalling speed increases in proportion to the square root of the load factor. This means that an airplane with a normal unaccelerated stalling speed of 50 knots can be stalled at 100 knots by inducing a load factor of 4 G's. If it were possible for this airplane to withstand a load factor of 9, it could be stalled at a speed of 150 knots. Therefore, a competent pilot should be aware of the following:
- The danger of inadvertently stalling the airplane by increasing the load factor, as in a steep turn or spiral; and
- That in intentionally stalling an airplane above its design maneuvering speed, a tremendous load factor is imposed.
Since the load factor squares as the stalling speed doubles, it may be realized that tremendous loads may be imposed on structures by stalling an airplane at relatively high airspeeds. The maximum speed at which an airplane may be stalled safely is now determined for all new designs. This speed is called the "design maneuvering speed" (VA) and is required to be entered in the FAA-approved Airplane Flight Manual or Pilot's Operating Handbook (AFM/POH) of all recently designed airplanes. For older general aviation airplanes, this speed will be approximately 1.7 times the normal stalling speed. Thus, an older airplane which normally stalls at 60 knots must never be stalled at above 102 knots (60 knots x 1.7 = 102 knots). An airplane with a normal stalling speed of 60 knots will undergo, when stalled at 102 knots, a load factor equal to the square of the increase in speed or 2.89 G's (1.7 x 1.7 = 2.89 G's). (The above figures are an approximation to be considered as a guide and are not the exact answers to any set of problems. The design maneuvering speed should be determined from the particular airplane's operating limitations when provided by the manufacturer.) Since the leverage in the control system varies with different airplanes and some types employ "balanced" control surfaces while others do not, the pressure exerted by the pilot on the controls cannot be accepted as an index of the load factors produced in different airplanes. In most cases, the experienced pilot from the feel of seat pressure can judge load factors.
An instrument called an "accelerometer can also measure them" but since this instrument is not common in general aviation training airplanes, the development of the ability to judge load factors from the feel of their effect on the body is important. Knowledge of the principles outlined above is essential to the development of this ability to estimate load factors. A thorough knowledge of load factors induced by varying degrees of bank, and the significance of design maneuvering speed (VA) will aid in the prevention of two of the most serious types of accidents:
1. Stalls from steep turns or excessive maneuvering near the ground; and
2. Structural failures during acrobatics or other violent maneuvers resulting from loss of control.
LOAD FACTORS IN AIRPLANE DESIGN
The answer to the question "how strong should an airplane be" is determined largely by the use to which the airplane will be subjected. This is a difficult problem, because the maximum possible loads are much too high for use in efficient design. It is true that any pilot can make a very hard landing or an extremely sharp pullup from a dive, which would result in abnormal loads.
However, such extremely abnormal loads must be dismissed somewhat if airplanes are built that will take off quickly, land slowly, and carry a worthwhile payload. The problem of load factors in airplane design then reduces to that of determining the highest load factors that can be expected in normal operation under various operational situations. These load factors are called "limit load factors." For reasons of safety, it is required that the airplane be designed to withstand these load factors without any structural damage. Although the Code of Federal Regulations requires that the airplane structure be capable of supporting one and one-half times these limit load factors without failure, it is accepted that parts of the airplane may bend or twist under these loads and that some structural damage may occur.
This 1.5 value is called the "factor of safety" and provides, to some extent, for loads higher than those expected under normal and reasonable operation. However, this strength reserve is not something which pilots should willfully abuse; rather it is there for their protection when they encounter unexpected conditions.
The above considerations apply to all loading conditions, whether they be due to gusts, maneuvers, or landings. The gust load factor requirements now in effect are substantially the same as those that have been in existence for years. Hundreds of thousands of operational hours have proven them adequate for safety. Since the pilot has little control over gust load factors (except to reduce the airplane's speed when rough air is encountered), the gust loading requirements are substantially the same for most general aviation type airplanes regardless of their operational use. Generally, the gust load factors control the design of airplanes that are intended for strictly non-acrobatic usage.
An entirely different situation exists in airplane design with maneuvering load factors. It is necessary to discuss this matter separately with respect to: (1) Airplanes which are designed in accordance with the Category System (i.e., Normal, Utility, Acrobatic); and (2) Airplanes of older design which were built to requirements which did not provide for operational categories.
A placard in the cockpit, which states the operational category (or categories) in which the airplane is certificate, readily identifies airplanes designed under the Category System. The maximum safe load factors (limit load factors) specified for airplanes in the various categories are as follows:
CATEGORY LIMIT LOAD
Normal1 3.8 to –1.52
Utility (mild acrobatics, including spins) 4.4 to –1.76
Acrobatic 6.0 to –3.0
For airplanes with gross weight of more than 4,000 pounds, the limit load factor is reduced. To the limit loads given above, a safety factor of 50 percent is added. There is an upward graduation in load factor with the increasing severity of maneuvers. The Category System provides for obtaining the maximum utility of an airplane. If normal operation alone is intended, the required load factor (and consequently the weight of the airplane) is less than if the airplane is to be employed in training or acrobatic maneuvers as they result in higher maneuvering loads.
Airplanes that do not have the category placard are designs that were constructed under earlier engineering requirements in which no operational restrictions were specifically given to the pilots. For airplanes of this type (up to weights of about 4,000 pounds) the required strength is comparable to present-day utility category airplanes, and the same types of operation are permissible. For airplanes of this type over 4,000 pounds, the load factors decrease with weight so that these airplanes should be regarded as being comparable to the normal category airplanes designed under the Category System, and they should be operated accordingly.
LOAD FACTORS
The preceding sections only briefly considered some of the practical points of the principles of flight. To become a pilot, a detailed technical course in the science of aerodynamics is not necessary. However, with responsibilities for the safety of passengers, the competent pilot must have a well-founded concept of the forces, which act on the airplane, and the advantageous use of these forces, as well as the operating limitations of the particular airplane. Any force applied to an airplane to deflect its flight from a straight line produces a stress on its structure; the amount of this force is termed "load factor."
A load factor is the ratio of the total air load acting on the airplane to the gross weight of the airplane. For example, a load factor of 3 means that the total load on an airplane's structure is three times its gross weight. Load factors are usually expressed in terms of "G"—that is, a load factor of 3 may be spoken of as 3 G's, or a load factor of 4 as 4 G's. It is interesting to note that in subjecting an airplane to 3 G's in a pull-up from a dive, one will be pressed down into the seat with a force equal to three times the person's weight. Thus, an idea of the magnitude of the load factor obtained in any maneuver can be determined by considering the degree to which one is pressed down into the seat. Since the operating speed of modern airplanes has increased significantly, this effect has become so pronounced that it is a primary consideration in the design of the structure for all airplanes.
With the structural design of airplanes planned to withstand only a certain amount of overload, knowledge of load factors has become essential for all pilots. Load factors are important to the pilot for two distinct reasons:
1. Because of the obviously dangerous overload that is possible for a pilot to impose on the airplane structures; and
2. Because an increased load factor increases the stalling speed and makes stalls possible at seemingly safe flight speeds.
BASIC PROPELLER PRINCIPLES - ASYMMETRIC LOADING (P FACTOR)
When an airplane is flying with a high angle of attack, the "bite" of the downward moving blade is greater than the "bite" of the upward moving blade. Thus moving the center of thrust to the right of the prop disc area—causing a yawing moment toward the left around the vertical axis.
That explanation is correct; however, to prove this phenomenon, it would be necessary to work wind vector problems on each blade, which gets quite involved when considering both the angle of attack of the airplane and the angle of attack of each blade. The resultant velocity causes this asymmetric loading. The combination of the velocity of the propeller blade in its plane of rotation and the velocity of the air passing horizontally through the propeller "disc" generate it. With the airplane being flown at positive angles of attack, the right (viewed from the rear) or downswinging blade, is passing through an area of resultant velocity which is greater than that affecting the left or upswinging blade. Since the propeller blade is an airfoil, increased velocity means increased lift. Therefore, the downswinging blade having more "lift" tends to pull (yaw) the airplane's nose to the left.
Simply stated, when the airplane is flying at a high angle of attack, the downward moving blade has a higher resultant velocity; therefore creating more lift than the upward moving blade. This might be easier to visualize if the propeller shaft was mounted perpendicular to the ground (like a
helicopter). If there were no air movement at all, except that generated by the propeller itself, identical sections of each blade would have the same airspeed. However, with air moving horizontally across this vertically mounted propeller, the blade proceeding forward into the flow of air will have a higher airspeed than the blade retreating with the airflow. Thus, the blade proceeding into the horizontal airflow is creating more lift, or thrust, moving the center of thrust toward that blade. Visualize ROTATING the vertically mounted propeller shaft to shallower angles relative to the moving air (as on an airplane).
This unbalanced thrust then becomes proportionately smaller and continues getting smaller until it reaches the value of zero when the propeller shaft is exactly horizontal in relation to the moving air. Each of these four elements of torque effects varies in values with changes in flight situations. In one phase of flight, one of these elements may be more prominent than other element, whereas in another phase of flight, another element may be more prominent. The relationship of these values to each other will vary with different airplanes—depending on the AIRFRAME, ENGINE, AND PROPELLER combinations as well as other design features.
To maintain positive control of the airplane in all flight conditions, the pilot must apply the flight controls as necessary to compensate for these varying values.
BASIC PROPELLER PRINCIPLES - CORKSCREW EFFECT
The high-speed rotation of an airplane propeller gives a corkscrew or spiraling rotation to the slipstream. At high propeller speeds and low forward speed (as in the takeoffs and approaches to power on stalls), this spiraling rotation is very compact and exerts a strong sideward force on the airplane's vertical tail surface.
When this spiraling slipstream strikes the vertical fin on the left, it causes a left turning moment about the airplane's vertical axis. When spiral become more compact, the more prominent this force is. As the forward speed increases, however, the spiral elongates and becomes less effective. The corkscrew flow of the slipstream also causes a rolling moment around the longitudinal axis.
Note that this rolling moment caused by the corkscrew flow of the slipstream is to the right, while the rolling moment caused by torque reaction is to the left—in effect one may be counteracting the other. However, these forces vary greatly and it is up to the pilot to apply proper correction action by use of the flight controls at all times. These forces must be counteracted regardless of which is the most prominent at the time.
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