Longitudinal static stability

Longitudinal static stability is the stability of an aircraft in the longitudinal, or pitching, plane under steady-flight conditions. This characteristic is important in determining whether a human pilot will be able to control the aircraft in the longitudinal plane without requiring excessive attention or excessive strength.[1]

Contents

Static stability

As any vehicle moves it will be subjected to minor changes in the forces that act on it, and in its speed.

For a vehicle to possess positive static stability it is not necessary for its speed and orientation to return to exactly the speed and orientation that existed before the minor change that caused the upset. It is sufficient that the speed and orientation do not continue to diverge but undergo at least a small change back towards the original speed and orientation.

Longitudinal stability

The longitudinal stability of an aircraft refers to the aircraft's stability in the pitching plane - the plane which describes the position of the aircraft's nose in relation to its tail and the horizon.[1] (Other stability modes are directional stability and lateral stability.)

If an aircraft is longitudinally stable, a small increase in angle of attack will cause the pitching moment on the aircraft to change so that the angle of attack decreases. Similarly, a small decrease in angle of attack will cause the pitching moment to change so that the angle of attack increases.[1]

The pilot's task

The pilot of an aircraft with positive longitudinal stability, whether it is a human pilot or an autopilot, has an easy task to fly the aircraft and maintain the desired pitch attitude which, in turn, makes it easy to control the speed, angle of attack and fuselage angle relative to the horizon. The pilot of an aircraft with negative longitudinal stability has a more difficult task to fly the aircraft. It will be necessary for the pilot devote more effort, make more frequent inputs to the elevator control, and make larger inputs, in an attempt to maintain the desired pitch attitude.[1]

Most successful aircraft have positive longitudinal stability, providing the aircraft's center of gravity lies within the approved range. Some acrobatic and combat aircraft have low-positive or neutral stability to provide high maneuverability. Some advanced aircraft have a form of low-negative stability called relaxed stability to provide extra-high maneuverability.

Center of gravity

The longitudinal static stability of an aircraft is significantly influenced by the position of the center of gravity of the aircraft. As the center of gravity moves forward the moment arm between the horizontal stabilizer increases and the longitudinal static stability of the aircraft also increases. As the center of gravity moves aft, the longitudinal static stability of the aircraft decreases.[1]

The limitations specified for an aircraft type and model include limitations on the most forward position, and the most aft position, permitted for the center of gravity. No attempt should be made to fly an aircraft if its center of gravity is outside the approved range, or will move outside the approved range during the flight.

Analysis

Near the cruise condition most of the lift force is generated by the wings, with ideally only a small amount generated by the fuselage and tail. We may analyse the longitudinal static stability by considering the aircraft in equilibrium under wing lift, tail force, and weight. The moment equilibrium condition is called trim, and we are generally interested in the longitudinal stability of the aircraft about this trim condition.

Equating forces in the vertical direction:

W=L_w%2BL_t

where W is the weight, L_w is the wing lift and L_t is the tail force.

For a symmetrical airfoil at low angle of attack, the wing lift is proportional to the angle of attack:

L_w=qS_w\frac{\partial C_L}{\partial \alpha} (\alpha-\alpha_0)

where S_w is the wing area C_L is the (wing) lift coefficient, \alpha is the angle of attack. The term \alpha_0 is included to account for camber, which results in lift at zero angle of attack. Finally q is the dynamic pressure:

q=\frac{1}{2}\rho v^2

where \rho is the air density and v is the speed.

Trim

The tailplane is usually a symmetrical airfoil, so its force is proportional to angle of attack, but in general, there will also be an elevator deflection to maintain moment equilibrium (trim). In addition, the tail is located in the flow field of the main wing, and consequently experiences a downwash, reducing the angle of attack at the tailplane.

For a statically stable aircraft of conventional (tail in rear) configuration, the tailplane force typically acts downward. In canard aircraft, both fore and aft planes are lifting surfaces. The fundamental requirement for static stability is that the coefficient of lift of the fore surface be greater than that of the aft surface; but even this general statement obviously does not apply to tailless aircraft. Violations of this basic principle are exploited in some high performance combat aircraft to enhance agility; artificial stability is supplied by electronic means.

The tail force is, therefore:

L_t=q S_t\left(\frac{\partial C_l}{\partial \alpha}\left(\alpha-\frac{\partial \epsilon}{\partial \alpha}\alpha\right)%2B\frac{\partial C_l}{\partial \eta}\eta\right)

where S_t\! is the tail area, C_l\! is the tail force coefficient, \eta\! is the elevator deflection, and \epsilon\! is the downwash angle.

Note that for a rear-tail configuration, the aerodynamic loading of the horizontal stabilizer (in N \cdot m^{-2}\!) is less than that of the main wing, so the main wing should stall before the tail, ensuring that the stall is followed immediately by a reduction in angle of attack on the main wing, promoting recovery from the stall. (In contrast, in a canard configuration, the loading of the horizontal stabilizer is greater than that of the main wing, so that the horizontal stabilizer stalls before the main wing, again promoting recovery from the stall.)

There are a few classical cases where this favourable response was not achieved, notably some early T-tail jet aircraft. In the event of a very high angle of attack, the horizontal stabilizer became immersed in the downwash from the fuselage, causing excessive download on the stabilizer, increasing the angle of attack still further. The only way an aircraft could recover from this situation was by jettisoning tail ballast or deploying a special tail parachute. The phenomenon became known as 'deep stall'.

Taking moments about the center of gravity, the net nose-up moment is:

M=L_w x_g-(l_t-x_g)L_t\!

where x_g\! is the location of the center of gravity behind the aerodynamic center of the main wing, l_t\! is the tail moment arm. For trim, this moment must be zero. For a given maximum elevator deflection, there is a corresponding limit on center of gravity position at which the aircraft can be kept in equilibrium. When limited by control deflection this is known as a 'trim limit'. In principle trim limits could determine the permissible forwards and rearwards shift of the centre of gravity, but usually it is only the forward cg limit which is determined by the available control, the aft limit is usually dictated by stability.

In a missile context 'trim limit' more usually refers to the maximum angle of attack, and hence lateral acceleration which can be generated.

Static stability

The nature of stability may be examined by considering the increment in pitching moment with change in angle of attack at the trim condition. If this is nose up, the aircraft is longitudinally unstable; if nose down it is stable. Differentiating the moment equation with respect to \alpha:

\frac{\partial M}{\partial \alpha}=x_g\frac{\partial L_w}{\partial \alpha}-(l_t-x_g)\frac{\partial L_t}{\partial \alpha}

Note: \frac{\partial M}{\partial \alpha} is a stability derivative.

It is convenient to treat total lift as acting at a distance h ahead of the centre of gravity, so that the moment equation may be written:

M=h(L_w%2BL_t)\!

Applying the increment in angle of attack:

\frac{\partial M}{\partial \alpha}=h\left(\frac{\partial L_w}{\partial \alpha}%2B\frac{\partial L_t}{\partial \alpha}\right)

Equating the two expressions for moment increment:

h=x_g-l_t\frac {\frac {\partial L_t}{\partial \alpha}}{\frac{\partial L_w}{\partial \alpha}%2B\frac{\partial L_t}{\partial \alpha}}

The total lift L is the sum of L_w and L_t so the sum in the denominator can be simplified and written as the derivative of the total lift due to angle of attack, yielding:

h=x_g-c\left(1-\frac{\partial \epsilon}{\partial \alpha}\right)\frac{\frac{\partial C_l}{\partial \alpha}}{\frac{\partial C_L}{\partial \alpha}}\frac{l_t S_t}{c S_w}

Where c is the mean aerodynamic chord of the main wing. The term:

V_t=\frac{l_t S_t}{c S_w}

is known as the tail volume ratio. Its rather complicated coefficient, the ratio of the two lift derivatives, has values in the range of 0.50 to 0.65 for typical configurations, according to Piercy. Hence the expression for h may be written more compactly, though somewhat approximately, as:

h=x_g-0.5 cV_t\!

h is known as the static margin. For stability it must be negative. (However, for consistency of language, the static margin is sometimes taken as -h, so that positive stability is associated with positive static margin.)

Neutral point

A mathematical analysis of the longitudinal static stability of a complete aircraft (including horizontal stabilizer) yields the position of center of gravity at which stability is neutral. This position is called the neutral point.[1] (The larger the area of the horizontal stabilizer, and the greater the moment arm of the horizontal stabilizer about the aerodynamic center, the further aft is the neutral point.)

The static center of gravity margin (c.g. margin) or static margin is the distance between the center of gravity (or mass) and the neutral point. It is usually quoted as a percentage of the Mean Aerodynamic Chord. The center of gravity must lie ahead of the neutral point for positive stability (positive static margin). If the center of gravity is behind the neutral point, the aircraft is longitudinally unstable (the static margin is negative), and active inputs to the control surfaces are required to maintain stable flight. Some combat aircraft that are controlled by fly-by-wire systems are designed to be longitudinally unstable so they will be highly maneuverable. Ultimately, the position of the center of gravity relative to the neutral point determines the stability, control forces, and controllability of the vehicle.[1]

For a tailless aircraft V_t=0, the neutral point coincides with the aerodynamic center, and so for longitudinal static stability the center of gravity must lie ahead of the aerodynamic center.

See also

Notes

  1. ^ a b c d e f g Clancy, L.J. (1975) Aerodynamics, Chapter 16, Pitman Publishing Limited, London. ISBN 0 273 01120 0

References