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One facet of tailless aircraft performance has always intrigued us Ñ the ability of swept wing tailless sailplanes to travel at high speed without exhibiting Dutch roll, yet demonstrate excellent spiral stability while thermalling. This differs from what is seen in high performance conventional tailed sailplanes.
Tipologia: Manuais, Projetos, Pesquisas
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RC Soaring Digest , January - March 2000
One facet of tailless aircraft performance has always intrigued us — the ability of swept wing tailless sailplanes to travel at high speed without exhibiting Dutch roll, yet demonstrate excellent spiral stability while thermalling. This differs from what is seen in high performance conventional tailed sailplanes.
The designer of a conventional cross-tailed competition F3B machine must very carefully balance wing dihedral and vertical stabilizer surface area. There is a tendency to Dutch roll at high speed, and opposite aileron must be applied during thermal turns to prevent a spiral dive, even when the aircraft is optimized.
Since both vertical stabilizer area and geometric wing dihedral are held constant during flight, what is it about swept wings which allows them to “violate the rules”?
To begin, we need to go over the fundamentals, and so Parts 1 and 2 of this four part series will be devoted to explaining effective dihedral itself — how it is derived and how it influences aircraft stability.
Pitch, Yaw, and Roll
Diagrams of aircraft in which the three rotational axes are noted can be found in most aerodynamics textbooks. Our rendition is included here as Figure 1. In simple terms, the nose of the aircraft can move up and down through an axis which parallels the wing span (pitch, Y axis), and it can move right and left through a vertical axis which passes down through the fuselage in the region of the wing (yaw, Z axis). The aircraft can be also be made to rotate around an axis which roughly goes through the nose and tail cone (roll, X axis).
Elevator deflection changes the camber of the horizontal tail (stabilizer and elevator), increasing lift in the direction opposite to elevator deflection. By moving the elevator up or down, the aircraft tail may be lowered or raised, thus raising or lowering the nose. This is a change in pitch (Y axis). The size of the elevator and the distance between the center of gravity (CG) and the elevator determine elevator power. The larger the elevator surface area and the larger the distance between the CG and the elevator, the more elevator power.
If the elevator is deflected upward, the aircraft tail is pushed downward and the nose is thus raised. It must be clearly understood that the elevator controls the wing angle of attack, that is the angle of the wing to the freestream airflow. A larger upward deflection of the elevator will place the wing at a higher angle of attack. However, when elevator deflection is neutralized, the wing will return to its “normal” angle of attack. This is because the horizontal tail acts as a longitudinal stabilizer.
The rudder, when deflected, pushes the tail either right or left. Rudder deflection changes the camber of the vertical tail, increasing lift in the direction opposite to rudder deflection. When the rudder is deflected to the right, for example, the tail swings to the left and the nose swings to the right, inducing yaw, a rotation around the Z axis.
While increased elevator deflection increases the angle of pitch and hence the wing angle of attack, and increased rudder deflection increases the angle of yaw, increased aileron deflection increases the rate of roll. Holding a specific wing angle of attack or aircraft angle of yaw is accomplished by steady continued deflection of the relevant control surface, elevator or rudder. Holding a specific angle of bank, however, dictates neutralizing the ailerons. There is no restoring moment when aileron deflection is neutralized and so the wings do not return to level. Instead, the roll rate reduces to zero and the bank angle is maintained.
The horizontal and vertical stabilizers are thus direct mechanism for returning the aircraft to its equilibrium attitude in pitch and yaw, but there is no equivalent mechanism for roll.
Lateral Stability
The above discussion is somewhat simplistic in that roll never takes place by itself. Rather, roll always causes some other motion. In straight and level flight, lift equals aircraft mass. See Figure 2.
First, and most important, roll causes a sideslip. When there is no pitch input to change the angle of attack of the wing, and the airplane is rolled to a specific angle of bank, the vertical lift component is less than the mass of the aircraft. A sideward component is at the same time acting in the direction of the eventual turn. See Figure 3. The aircraft drops and its velocity increases so the vertical lift component will equal the mass. The aircraft accelerates into a circular path because of the sideward lift component. See Figure 4.
When this process is initiated — the aircraft is banked but the lift is too small, through lack of airspeed or lack of CL — a component of the mass acts along the wingspan and the aircraft sideslips. It is important to recognize that no component of lift acts along the span, so the lift does not cause the sideslip. Once the turn is established, the lift and centrifugal effects balance the mass, but initially it is the unbalanced mass which causes the sideslip.
As an example, if the aircraft rolls to the right, the aircraft will sideslip to the right. This is equivalent to yawing the aircraft to the left, as the air is coming toward the right side of the aircraft. Such a sideslip to the right may thus be caused by either an initial roll to the right, or by moving the rudder to the left.
If the wing has some dihedral (wing tips higher than wing roots), the sideslip creates a situation in which the lower wing, which is moving into the sideslip, meets the oncoming air at a greater angle of attack than the higher wing. This generates a restoring force. It should also be noted that the lower wing, because it is operating at a greater angle of attack, is generating more drag than the higher wing. This creates a yaw to the left, thus reducing the sideslip. The result of all of these effects is to both reduce the sideslip and restore the wings to level.
An aircraft is said to have static lateral stability if the right wing rolls upward when there is a sideslip to the right. Because dihedral causes this response to a sideslip, lateral stability is sometimes referred to as “dihedral effect.”
Another contributor to lateral stability is the position of the wing on the fuselage. If the wing is mounted on the top of the fuselage, any sideslip will change the flow of the air over the fuselage in
such a way that the low wing, which is moving into the sideslip, will be operating at a higher effective angle of attack. The raised wing, on the other hand, will be operating at a lower effective angle of attack. When the wing is located on the top of the fuselage, the wing acts as if it has some positive geometric dihedral. This is because of the airflow over the top of the fuselage. See Figure 5.
If, on the other hand, the wing is mounted on the bottom of the fuselage, the wing moving into the sideslip operates at a slightly lower effective angle of attack, while the raised wing operates at a slightly higher effective angle of attack. This is due to the airflow over the bottom of the fuselage, and accounts for the observation that high wing monoplanes have very little dihedral, some times none at all, while low wing monoplanes have obviously steep dihedral angles.
Figure 2, mass and lift vectors while in level flight
RELATIVE WIND STRIKES BOTTOM OF THIS WING, INCREASING ITS ANGLE OF ATTACK
RELATIVE WIND STRIKES SIDE OF VERTICAL STABILIZER CHANGING ITS ANGLE OF ATTACK
RELATIVE WIND STRIKES TOP OF THIS WING, DECREASING ITS ANGLE OF ATTACK
Figure 3, initial mass and lift vectors while banked, and effects of relative wind
Figure 4, mass and lift vectors while in established turn
A swept wing, without fuselage or tail, tends toward lateral stability. This is because the air more directly meets the wing which is moving into the sideslip, creating more lift and, as stated previously for conventional aircraft wings, more drag. Both of these actions result in restoring moments. See Figure 6.
A small restoring force in roll is also generated by the vertical tail if it protrudes from the upper part of the fuselage. See Figure 3.
Yaw-Roll Coupling
Having said that a roll causes a sideslip and then a yaw, it is imperative to note that the reverse is also true — a yaw causes a sideslip and then a roll. The coupling of roll, yaw, and sideslip cannot be separated.
As an indication of these interactions, place a model aircraft with dihedral on a wire such that the wire goes directly from nose to tail through the CG. If the model is canted (rolled) slightly and then pushed forcibly down the wire, the model will not right itself. This is because without sideslip there is no restoring force, only damping forces, as explained in the previous section. In fact, then, it is the interaction of roll, sideslip and yaw which allows the designer to produce a stable aircraft.
Aircraft controlled by rudder only (no ailerons) must have substantial dihedral. As the rudder is deflected, the effective angle of attack of the outboard wing is increased, generating a rolling motion into the turn. Without dihedral, rudder deflection would simply yaw the aircraft, and no roll component would be generated. If the dihedral angle and vertical tail area are correct, the aircraft will continue to circle at a constant bank angle once the rudder is returned to the neutral position. (See also End Note 1, Aileron drag and adverse yaw.)
We often think adverse yaw is the direct result of aileron deflection. Because aileron deflection changes wing camber, it is easy to see that this differentially affects the drag of the wings. The aircraft tends to yaw toward the downward deflected aileron, an action opposite to what is wanted. Rudder deflection must be imparted to counteract this adverse yaw, substantially increasing drag during turns.
But there is a second, and more important reason for the appearance of adverse yaw. We’ll let Steve Morris explain...
“Adverse yaw is affected by a drag imbalance between the wings while rolling, but it is not only the drag of aileron deflection that causes this. Imagine the wing is balanced in a perfect rolling motion (constant roll rate) with the ailerons deflected and the rolling motion fully developed so that the span loading is identical to before the maneuver began. This implies the ailerons changed the loading to cause the roll and the motion of the wing induces angle of attack changes that cancel this roll torque when a steady-state roll rate is achieved. The downward moving wing sees a greater angle of attack due to the rolling motion (greatest at the wing tip) and the upward moving wing sees a lower angle of attack. The local lift vectors are tilted forward on the downward moving wing and backward on the upward wing by the rolling motion. This change in lift direction due to the induced velocities of rolling
produces powerful adverse yaw regardless of profile drag changes. The same induced velocities tilt the lift vectors on birds when they flap their wings and this is how they get thrust on the downstroke. Aileron drag is a much smaller part of the adverse yaw than this induced effect.”
Directional Stability and Spiral Instability
In RC sailplanes, if vertical stabilizer area is too large, the pilot must continuously input rudder controls to maintain the correct heading. This is because the aircraft will always tend to turn into any sideslip, and bank more steeply. If corrective commands are not made, the yaw will increase gradually to the point the aircraft is in a spiral — an increasing turn of decreasing radius with the nose pointing downward and speed rapidly increasing and altitude rapidly decreasing. See Figure 7.
A similar effect takes place if the vertical fin is too large and there is a slight roll. If, for example, the roll is to the right, there is a sideslip to the right. The fin, being too large, reacts to the yaw by turning the aircraft to the right and increasing the bank angle. With a steeper bank angle, sideslip and yaw moment both increase. As in the above paragraph, the aircraft will quickly be in spiral toward the ground. In both cases, the aircraft has too much directional stability, making it prone to spiral instability. See “spiral divergence” in Figure 7.
Steve Morris brought another reason for spiral divergence to our attention. He said,
“Spiral divergence is also strongly affected by Clr, roll torque due to yaw rate, which is a very strong effect on long-span airplanes which fly slowly. The inboard wing is flying very slow compared to the outboard wing when turning and this velocity difference, due to yaw rate, causes the lift across the wing to vary, and the aircraft rolls into the turn. Clr is a big effect on human powered aircraft, hang gliders, sailplanes, and model sailplanes, especially high aspect ratio slow flyers.”
Decreasing vertical stabilizer size decreases directional stability and increases spiral stability. Increasing dihedral effect has a similar action. But it should be noted that most full size aircraft are at least somewhat prone to spiral divergence. That is, the aircraft has too much directional stability, and the pilot is nearly always making very small corrections to prevent a spiral. Why this is so will be clear shortly.
Too much dihedral causes its own problems. If dihedral is excessive, crosswind landings are more difficult as the aircraft is operating in a sideslip, and lateral gusts may induce large roll angles and high roll rates. And there is also an increased tendency toward the notorious Dutch roll, especially at high speeds.
Dutch Roll
A small gust hitting the wing or vertical tail can initiate a rather complex oscillatory motion consisting of roll and yaw which are out of phase with each other. First there is a yaw and roll in one direction, then recovery with an
overshoot to yaw and roll in the opposite direction. From the rear, the tail cone traces a circular arc. See Figure 7 and Figure 8.
While not inherently dangerous, Dutch roll produces a tremendous amount of drag. In conventional tailed RC sailplanes, Dutch roll most often occurs while
flying at high speed. Dutch roll is caused by too much dihedral and insufficient vertical stabilizer area. There is too much spiral stability and insufficient directional stability.
The cure for spiral divergence, reducing vertical stabilizer area and/or increasing dihedral, thus makes the aircraft more prone to Dutch roll. The cure for Dutch roll, increasing vertical stabilizer size and/or reducing dihedral, makes the aircraft more directionally stable and more prone to spiral instability and spiral divergence.
As is usual when designing aircraft, some compromise must be made, and the aircraft then designed around what is seen as the best overall performance.
Figure 8, Dutch roll
The Effects of Taper Ratio and Aspect Ratio on Effective Dihedral
Taper ratio affects effective dihedral. Both the included chart and this short discussion assume taper ratio to be defined as tip chord/root chord.
From McCormick, page 544, for a linearly tapered wing, the increment for dihedral angle is:
where Clß = the rate of change of the rolling moment with sideslip angle (simply put, one degree of effective dihedral is equivalent to a Clß of -0.0021); a = the slope of the wing lift curve slope in radians, adjusted for aspect ratio
l = the taper ratio (no taper = 1, sharp tip = 0.0); G = the wing dihedral angle in radians, small angles only.
The relationship of taper ratio and effective dihedral is graphically illustrated in the differences between Graphs 1 and 2. Note that effective dihedral is always somewhat larger than geometric dihedral. For the purposes of these graphs, the slope of the lift curve a was adjusted for different aspect ratios. Given the same taper ratio, note that effective dihedral increases as aspect ratio increases.
As the taper ratio gets larger (approaches and exceeds unity), effective dihedral gets larger. This is because effective dihedral is influenced by the position of the wing centroid. As the centroid moves outboard with larger taper ratio, effective dihedral increases. The area added at the tip increases the dihedral effect strongly because of its large moment arm.
Swept Wings and Effective Dihedral — The Basics
In an ideal world, an aircraft would have adjustable vertical stabilizer size and adjustable dihedral. Dihedral would be reduced and vertical stabilizer area increased during high speed straight line flight. While thermalling, dihedral would be increased and vertical stabilizer area reduced.
Imagine for a moment that dihedral could be automatically adjusted in direct inverse proportion to speed. That is, higher speed would reduce dihedral, while slow speed would increase dihedral. If dihedral could be controlled appropriately, adjustment of vertical stabilizer size would become relatively unimportant.
We usually think of dihedral in geometric terms. That is, we actually see the dihedral when we view the aircraft from the front or rear. We block up the wing tip a certain distance during construction, or see the dihedral angle noted on outline plans in magazines.
C (^) l b a 6
1 + 2 l 1 +l
a 0.
But there is also a dihedral effect resulting from certain planforms, contours and from the interactions of various components. We’ve already noted, for example, that a high wing location provides sufficient dihedral effect to mandate use of only a small additional positive geometric dihedral angle. A low wing location normally dictates a significant amount of positive geometric dihedral, as the position of the wing gives a large amount of negative effective dihedral. See Figure 9. Wing tip contour has a smaller, but still significant, effect. See Figure 10.
Wing sweep also provides some amount of dihedral effect. Sweep back gives positive dihedral effect, while sweep forward gives a negative dihedral effect.
high wing: equal to between three and eight degrees of positive dihedral, Clß = -0.0006 to -
low wing: equal to between three and eight degrees of negative dihedral, Clß = +0.0006 to +0.
mid wing: equal to approximately zero degrees of dihedral, Clß = 0.
Figure 9, wing position and effective dihedral
equivalent to approximately one degree of positive geometric dihedral, Clß = -0.
equivalent to approximately zero degrees of geometric dihedral, Clß= 0.
equivalent to approximately one degree of negative geometric dihedral, Clß = +0.
Figure 10, wing tip shape and effective dihedral
From McCormick, page 547, we find that for a linearly tapered wing, the increment due to sweep angle is:
where Clß = increment due to sweep angle, and Clß -0.00021 is equivalent to one degree of positive effective dihedral; l = the taper ratio; CL = the wing lift coefficient; L = the wing sweep angle measured at half chord.
There’s a tricky part to this. Note the inclusion of the coefficient of lift, CL, in this equation. We’ve several times seen a “rule of thumb” stating three degrees of sweep is equivalent to one degree of geometric dihedral. Contrary to that popular notion, swept wings demonstrate a continuously variable dihedral effect. The amount of effective dihedral is directly dependent upon both the sweep angle, L, and the coefficient of lift, CL. These relationships are shown in Graph 3 (taper ratio = 0.6) and Graph 4 (taper ratio = 1.0).
Several points depicted in this Graph are worth noting:
First, if CL is zero, effective dihedral is zero, regardless of the sweep angle.
Second, when the wing is swept back, the higher the CL value, the greater the effective dihedral. This is an important consideration, as it relates directly to swept wing performance characteristics across the aircraft speed range. This is because velocity is directly related to CL. As velocity decreases, CL must increase.
Effective dihedral thus decreases at higher speeds, when CL values are low, as when flying between thermals or racing, and increases at lower speeds and higher CL values, as while thermalling. This is exactly what we want!
Effective dihedral, as related to sweep, is directly proportional to the wing sweep angle, as measured at the half chord line. Some amount of sweep, usually nomore than 25 degrees, produces an amount of effective dihedral which benefit s performance across the speed range. Severe sweep angles, however, adversely affect spanwise flow and wing efficiency, and make launching via winch more difficult.
C (^) l b 1 +2l 3 1( +l)
= – - -----------◊ C (^) LtanL
Winglets
One final factor also influences effective dihedral — winglets. Upright winglets, as normally seen on swept wing thermal duration tailless gliders, produce a substantial amount of effective dihedral. Why this is so is examined graphically in Figure 11.
0 10 20 30
0 10 20 30
Figure 11, yaw induced roll moment. Flight direction is toward the viewer
If winglets are mounted on a plank planform wing, and the wing is then yawed, the forward winglet produces some amount of lift toward the wing. The trailing winglet will produce lift away from the wing. The side of the winglet which is facing away from the oncoming flow therefore has an area of reduced pressure. Adjacent areas of the wing are affected as well. The gross result is a rolling moment which is directly related to the amount of yaw. This effect is maintained when the wing is swept.
From Nickel and Wohlfahrt, page 108, the skid-roll moment for a wing with winglets is the same as that of a conventional wing with the equivalent dihedral angle, EDA (p. 108):
where EDA = equivalent dihedral angle; hW = the height of the winglet; s = b/2, the semi-span.
From this formula it can be seen that taller winglets (those with greater span) produce greater amounts of effective dihedral when the wing span is held constant.
As wing sweep increases, winglet size can be reduced because of the lengthened lever arm. As reducing the height of the winglet also reduces effective dihedral, there is a trade-off of sorts to be reconciled.
Computing Total Effective Dihedral
It is important to realize that the fundamental concept to be understood with regard to lateral stability is the relationship between rolling moment and sideslip. The symbol Clß is defined as “roll due to sideslip”; a Clß value of -0.00021 is roughly equivalent to one degree of positive dihedral, as mentioned previously.
The total effective dihedral of an aircraft is the sum of all of the effective dihedral increments generated by the planform and its various components. Wing taper ratio, geometric dihedral and tip shape, winglets, position of the wing in relation to any fuselage, wing sweep, and coefficient of lift must all be taken into consideration. Flaps with swept hinge lines accentuate the dihedral effect even further, sometimes making controlled flight impossible.
A vertical tail, if any, also contributes to effective dihedral, as any sideslip generates a rolling moment because of side forces on the fin and rudder.
Swept wings, particularly those which use winglets, may suffer from excessive effective dihedral. Because effective dihedral is directly proportional to the coefficient of lift, roll authority may be lost while thermalling. In extreme cases, severe Dutch roll occurs at low speeds, as during landing.
20h (^) W s
With a sweep angle of 25 degrees, plus winglets, some amount of compensation is most likely needed. The winglets contribute 3.85 degrees, and at CL = 0.1, the effective dihedral angle due to sweep alone is 1.5 degrees. The difference between the geometric dihedral (–1.0 degrees) and the effective dihedral, (3.85 + 1.5 degrees = 5.35 degrees) is 4.35 degrees. This gives an adequate amount of yaw-roll coupling, and there is not much chance of the aircraft inverting while flying through turbulence.
While thermalling (CL = 0.6), effective dihedral becomes 15 degrees (3.85 degrees + 11. degrees). The single degree of anhedral still leaves over fourteen degrees of effective dihedral. This amount of effective dihedral is not so extreme as one might think (see Blaine Beron-Rawdon’s “Spiral Stability and the Bowl Effect”). CO8 thermals hands off. An additional benefit occurs during winch launching — the anhedral lowers the center of gravity so towline tension works through a smaller arm, thus inhibiting over rotation during the initial launch phase.
Anhedral and the “Flat Spin”
There is an additional, and somewhat surprising, benefit to be derived from incorporating anhedral. Eduardo Molfino, who lives in Argentina, has been experimenting with tailless sailplanes for some time. Eduardo is a regular contributor to the nurflugel e-mail list on the internet, and was, along with Steve Morris, a reviewer of this article.
Eduardo says,
“I built several swept ’wing models, of several sizes and criteria. Many of them did not survive the initial trimming phase due to brutal crashes. I don't care to recognize my mistakes, because I learn from them. The achieved experience was big, even if I was not able to translate it in formulae. I experienced all the effects described in your essay on every single ’wing I built.
Figure 13
“Here is the interesting part: I found some other problems too, noticeable only under extreme flight conditions. The main stability problem found on most models was the tendency to flat spin when thermalling or steep turning at low speeds. The best models were not falling into flat spins under normal flight conditions, but sometimes in strong turbulent thermals they did. The height losses to recover from flat spins were different for each model, ranging from a few meters to infinite. Some of them never recovered from the flat spin, no matter what you did with commands. Only ground contact stopped them!
“After lots of tests I found a way for the wing to self-recover from flat spins, without pilot input. The main problem on low loaded wings (<25 gr/sq dm) is that the flat spins were some kind of stable rotating stall condition, with such low speeds that aileron deflections were not able to break this “stability” and recover a normal flight path. In extreme cases, this rotation caused one wing tip to fly “forward” while the opposite wing tip was flying “in reverse.”
“Carefully analyzing the situation, the conclusions are: (1) Some airfoils reach a self stabilizing pitch condition when stalled. That means that Cm was achieving high positive values under strong stall conditions, hence the forward CG position was not enough by itself to give “nose down” pitch in order to recover speed and control. (2) Control surfaces have almost no effect due to lack of airspeed and massive flow separation. (3) Aerodynamic forces in this situation are in a new kind of balance that normal control surfaces cannot break. (4) If the CG is lower than this “new balance” lift force, we have a full pendulum equilibrium, hence large flat spin stability. The lower the CG, the stronger the effect — like a rotating parachute.
“Explained in poor terms, the solution was to shift the CG up. This leads to instability on flat spins, hence the model will have a “nose down” and “inverted flight” tendency if aerodynamic forces go to zero for a while.
“The self recovering maneuver in the air is funny. If the wing stalls on a steep turn at low speed, a full turn around the vertical axes will be performed, while the nose goes down pretty fast, sometimes 90 degrees or more. With a small height loss the speed is recovered, and control and stability becomes “normal” again.
“On the practical side, the difference can be made with the ballast position. I fix it high within the airframe, instead of low, and some negative geometric dihedral completes the feature.”
Summary