Handling qualities
Encyclopedia
Handling qualities is one of the two principal regimes in the science of flight test
Flight test
Flight test is a branch of aeronautical engineering that develops and gathers data during flight of an aircraft and then analyzes the data to evaluate the flight characteristics of the aircraft and validate its design, including safety aspects...

 (the other being performance). Handling qualities involves the study and evaluation of the stability and control characteristics of an aircraft. They have a critical bearing on the safety of flight and on the ease of controlling an airplane in steady flight and in maneuvers.

Relation to stability

To understand the discipline of handling qualities, the concept of stability should be understood. Stability can be defined only when the vehicle is in trim; that is, there are no unbalanced forces or moments acting on the vehicle to cause it to deviate from steady flight. If this condition exists, and if the vehicle is disturbed, stability refers to the tendency of the vehicle to return to the trimmed condition. If the vehicle initially tends to return to a trimmed condition, it is said to be statically stable. If it continues to approach the trimmed condition without overshooting, the motion is called a subsidence. If the motion causes the vehicle to overshoot the trimmed condition, it may oscillate back and forth. If this oscillation damps out, the motion is called a damped oscillation and the vehicle is said to be dynamically stable. On the other hand, if the motion increases in amplitude, the vehicle is said to be dynamically unstable.

The theory of stability of airplanes was worked out by G. H. Bryan in England
England
England is a country that is part of the United Kingdom. It shares land borders with Scotland to the north and Wales to the west; the Irish Sea is to the north west, the Celtic Sea to the south west, with the North Sea to the east and the English Channel to the south separating it from continental...

 in 1904. This theory is essentially equivalent to the theory taught to aeronautical students today and was a remarkable intellectual achievement considering that at the time Bryan developed the theory, he had not even heard of the Wright brothers' first flight. Because of the complication of the theory and the tedious computations required in its use, it was rarely applied by airplane designers. Obviously, to fly successfully, pilotless airplanes had to be dynamically stable. The airplane flown by the Wright brothers, and most airplanes flown thereafter, were not stable, but by trial and error, designers developed a few planes that had satisfactory flying qualities. Many other airplanes, however, had poor flying qualities, which sometimes resulted in crashes.

Historical development

Bryan showed that the stability characteristics of airplanes could be separated into longitudinal and lateral groups with the corresponding motions called modes of motion. These modes of motion were either aperiodic, which means that the airplane steadily approaches or diverges from a trimmed condition, or oscillatory, which means that the airplane oscillates about the trim condition. The longitudinal modes of a statically stable airplane following a disturbance were shown to consist of a long-period oscillation called the phugoid
Phugoid
A phugoid or fugoid is an aircraft motion where the vehicle pitches up and climbs, and then pitches down and descends, accompanied by speeding up and slowing down as it goes "uphill" and "downhill." This is one of the basic flight dynamics modes of an aircraft , and a classic example of a positive...

 oscillation, usually with a period in seconds about one-quarter of the airspeed in miles per hour and a short-period oscillation with a period of only a few seconds. The lateral motion had three modes of motion: an aperiodic mode called the spiral mode that could be a divergence or subsidence, a heavily damped aperiodic mode called the roll subsidence, and a short-period oscillation, usually poorly damped, called the Dutch roll mode.

Some early airplane designers attempted to make airplanes that were dynamically stable, but it was found that the requirements for stability conflicted with those for satisfactory flying qualities. Meanwhile, no information was available to guide the designer as to just what characteristics should be incorporated to provide satisfactory flying qualities.

By the 1930s, there was a general feeling that airplanes should be dynamically stable, but some aeronautical engineers were starting to recognize the conflict between the requirements for stability and flying qualities. To resolve this question, Edward Warner, who was working as a consultant to the Douglas Aircraft Company on the design of the DC-4, a large four-engine transport airplane, made the first effort in the United States to write a set of requirements for satisfactory flying qualities. Dr. Warner, a member of the main committee of the NACA
NACA
- Organizations :* National Advisory Committee for Aeronautics, the forerunner of the U.S. federal agency NASA* National Association for Campus Activities, an organization for programmers of university and college activities...

, also requested that a flight study be made to determine the flying qualities of an airplane along the lines of the suggested requirements. This study was conducted by Hartley A. Soulé of Langley. Entitled Preliminary Investigation of the Flying Qualities of Airplanes, Soulé's report showed several areas in which the suggested requirements needed revision and showed the need for more research on other types of airplanes. As a result, a program was started by Robert R. Gilruth with Melvin N. Gough as the chief test pilot.

Evaluation of handling qualities

The technique for the study of flying qualities requirements used by Gilruth was first to install instruments to record relevant quantities such as control positions and forces, airplane angular velocities, linear accelerations, airspeed, and altitude. Then a program of specified flight conditions and maneuvers was flown by an experienced test pilot. After the flight, data were transcribed from the records and the results were correlated with pilot opinion. This approach would be considered routine today, but it was a notable original contribution by Gilruth that took advantage of the flight recording instruments already available at Langley and the variety of airplanes available for tests under comparable conditions.

An important quantity in handling qualities measurements in turns or pull-ups is the variation of control force on the control stick or wheel with the value of acceleration normal to the flight direction expressed in g units. This quantity is usually called the force per g.

Relation to Spacecraft

Handling qualities are those characteristics of a flight vehicle that govern the ease and precision with which a pilot is able to perform a flying task. The way in which particular vehicle factors affect handling qualities has been studied in aircraft for decades, and reference standards for the handling qualities of both fixed-wing aircraft and rotary-wing aircraft have been developed and are now in common use. These standards define a subset of the dynamics and control design space that provides good handling qualities for a given vehicle type and flying task. A new generation of spacecraft now under development by NASA to replace the Space Shuttle and return astronauts to the Moon will have a manual control capability for several mission tasks, and the ease and precision with which pilots can execute these tasks will have an important effect on performance, mission risk and training costs. No reference standards currently exist for handling qualities of piloted spacecraft.

See also

  • Flight test
    Flight test
    Flight test is a branch of aeronautical engineering that develops and gathers data during flight of an aircraft and then analyzes the data to evaluate the flight characteristics of the aircraft and validate its design, including safety aspects...

  • Cooper-Harper rating scale
    Cooper-Harper rating scale
    The Cooper-Harper rating scale is a set of criteria used by test pilots and flight test engineers to evaluate the handling qualities of aircraft during flight test. The scale ranges from 1 to 10, with 1 indicating the best handling characteristics and 10 the worst. The criteria are evaluative and...

  • Pilot-induced oscillation
    Pilot-induced oscillation
    Pilot-induced oscillations, as defined by MIL-HDBK-1797A, are sustained or uncontrollable oscillations resulting from efforts of the pilot to control the aircraft and occurs when the pilot of an aircraft inadvertently commands an often increasing series of corrections in opposite directions, each...

  • Longitudinal static stability
    Longitudinal static stability
    Longitudinal static stability is the stability of an aircraft in the longitudinal, or pitching, plane during static conditions. This characteristic is important in determining whether an aircraft will be able to fly as intended...

  • Flight envelope
    Flight envelope
    In aerodynamics, the flight envelope or performance envelope of an aircraft refers to the capabilities of a design in terms of airspeed and load factor or altitude. The term is somewhat loosely applied, and can also refer to other measurements such as maneuverability...


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