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Flightlab Ground School

1. Axes and Derivatives


Copyright Flight Emergency & Advanced Maneuvers Training, Inc. dba Flightlab, 2009. All rights reserved.
For Training Purposes Only

Figure 1 Lift Vector


Aircraft Axes

X body axis
Roll axis
+ right

X wind axis, Velocity
Vector

+ up
Z wind axis Y body axis
Pitch axis
+ right
For the aircraft below, the x-z
plane (plane of symmetry) is the
Z body axis surface of the paper.
Yaw axis z
x

Introduction Aircraft Axes

If you didnt much care for symbols, formulas, The dashed lines in Figure 1 describe an
and coefficients back in primary ground school, aircrafts x-y-z fixed body axes, emanating from
the following may raise warning signals. Ignore the center of gravity. This system, with the
them and dont be a wimp. Youll want to mutually perpendicular axes in fixed reference to
understand the axis system and also to take a the aircraft, is the one most pilots recognize. The
look at the tables of aerodynamic derivatives exact alignment is a bit arbitrary. Boeing sets the
(which well review in person, as well). The x-axis parallel to the floorboards in its aircraft.
derivatives break aircraft behavior down to cause
and effect, giving the engineers lots to calculate The geometrical plane that intersects both the x
and giving us the terms needed to evaluate and z body axes is called the plane of symmetry,
aircraft in an informed, qualitative waya way since a standard aircraft layout is symmetrical
that links the demands of airmanship to the left and right (Figure 1, bottom).
specific personalities of our machines.
There are alternative axis systems (zero-lift body
axis, stability axis, for example). For pilots, the
wind axis system is the most useful, because it
best helps in visualizing how aircraft actually
behave.
Axes and Derivatives

X Figure 2
Plane of symmetry, Sideslip Angle,
The wind axis system sets the x-axis in
x-z, viewed on
alignment with the aircrafts velocity vector, edge
which points in the direction in which the aircraft V
is actually moving. Usually the velocity
vector/wind axis lies on the aircrafts plane of Velocity Vector
symmetry, but not always. If the aircraft is in a
sideslip, the velocity vector moves off the plane Y body
to some sideslip angle, (beta), as Figure 2 axis
illustrates.
Y wind axis
The velocity vector also changes direction when
aircraft angle of attack, (alpha), changes.

The velocity vector is projected onto the x-z


plane of symmetry for measuring , and onto the
x-y plane for measuring . Thus it contains both The x-y plane is
and , as the bottom of Figure 2 shows. the surface of the
paper.
Both the y and z wind axes remain perpendicular
Stabilizing yaw
to the x wind axis (and to one another). So, as moment
the velocity vector changes direction, these axes
change orientation, as well. Thus theyre carried
along by the aircraft, but not fixed.
x body axis
Heres the essence of why the velocity vector is
important to pilots: Much of aircraft response is

pinned to it, both during normal flight and in x-z plane
unusual attitudes.

Laterally and directionally stable aircraft z body Velocity x-y plane


normally tend to roll away from, but yaw axis vector
toward, the velocity vector when the vector is
off the plane of symmetry. Unstable aircraft lack
these instincts, or lack them in proper Theres another axis system, based on the
combination. aircrafts distribution of mass: the inertia (or
principal) axis system. The moments of inertia
In addition, a trimmed, longitudinally stable about the three, mutually perpendicular, principal
aircraft tends to hold the velocity vector at a axes determine how quickly rates of roll, pitch
constant angle of attack, unless commanded and yaw can change around the aircrafts center
otherwise. An unstable aircraft does not. of gravity. (For example, an aircraft with tip
tanks has more x-axis roll inertia when the tanks
Aerodynamically stable aircraft tend to roll, are full than when empty, and for a given
pitch, and yaw around their respective wind airspeed, altitude, and aileron deflection will take
axesnot around their fixed body axes, as most longer to achieve a roll rate. It will also take
pilots are taught. The picture becomes more longer to stop rolling.) The principal axes are the
complicated when those axes then begin to lines around which mass is symmetrically
change their direction in space,1 but a simplified arranged. They may not always be shown as
notion of wind axis rotation is often helpful in coincident with the aircraft fixed body
visualizing maneuvering flight. axesalthough, because aircraft are essentially
symmetrical, theyre often close enough to be
considered as such. Differences in moments of
1 inertia around each axis can lead to various
Kalviste, J., Spherical Mapping and Analysis coupling effects. Well leave the details until our
of Aircraft Angles for Maneuvering Flight, discussion of spins.
AIAA-86-2283.

1.2 Bill Crawford: WWW.FLIGHTLAB.NET


Axes and Derivatives

the pilot pushes on the stick and the aircraft is


producing lift inverted, the lift vector points
Lift Vector heavenward, as it does normally, but now poking
out the belly. At each knife-edge, when the
A directionally stable aircraft returns the velocity wings are unloaded and the pilot presses top
vector to the plane of symmetry if the vector rudder so that the fuselage is used briefly for lift,
becomes displaced to some sideslip angle, (as the vector still points heavenward, but out the
the stabilizing yaw moment is doing in Figure side. Well refer to a fixed or free lift vector, as
2). In coordinated flight, the velocity vector lies the situation requires.
on the plane of symmetry, as does the lift
vector.
Signs, Moments, Symbols
As illustrated in Figure 1, the lift vector is the
upward projection of the z wind axis. Since lift is In the sign system used with the axis notation,
perpendicular to the air stream generated by the positive values are in the direction shown by the
aircrafts velocity, it makes sense to think of its curved arrows in Figure 1, negative values are
vector in wind axis terms. Fighter pilots talk opposite. For example, when you pull the stick
cryptically of keeping the lift vector on the back and add left aileron, youre generating a
bogey, while an instructor might direct an positive pitching moment and a negative rolling
inverted-attitude recovery by saying roll the lift moment (therefore a positive pitch rate and
vector toward the sky. They generally mean a angle, and a negative roll rate and angle). The
fixed vector perpendicular to the signs are not related to the aircrafts attitude
wingspanbolted on, figuratively speaking. relative to the earth or to the pull of gravity.
Thats sufficient and appropriate most of the
time. The direction relative to the horizon of the A moment is a force producing rotation around
lift vector so defined has a profound effect on an an axis. An aerodynamic moment is the product
aircrafts maneuvering performance (see the of a force acting on a surfacesay the center of
ground school text Maneuvering Loads, High- pressure of a vertical stabilizer with a deflected
G Maneuvers), but its also possible to consider ruddertimes the perpendicular distance from
the lift vector as free to rotate around the x-axis, that surface to the respective axisthe z-axis for
as it does in uncoordinated flight. For example, if a deflected rudder. When an aircraft is in
a pilot uses top rudder (fuselage lift) to keep the equilibrium about an axis, all the positive and
nose up during a steep bank, the lift vector will negative moments around the axis sum to zero.
tilt toward the high wing. Sometimes its useful
to think of the lift vector as staying oriented in Well often break down our training aircrafts
space while the aircraft rotates beneath it, as it behavior into its x-y-z, roll-pitch-yaw
does, essentially at least, during a properly flown components. Changes in aircraft attitude or
slow roll. Halfway through the slow roll, when angular velocity (rotation rate) are the result of

Axis Moment Angular Velocity Angular position Moment of Control Deflection


Applied Inertia

x l Roll rate, p Roll angle Ixx Aileron (a)


(phi) Roll Inertia

y m Pitch rate, q Pitch angle Iyy Elevator (e)


(theta) Pitch Inertia

z n Yaw rate, r Yaw angle Izz Rudder (r)


(psi) Yaw Inertia

Bill Crawford: WWW.FLIGHTLAB.NET 1.3


Axes and Derivatives

changes in moments applied around each axis. rates of change of moments in pitch, roll, and
You already know the primary moments yaw can vary with angle of attack, sideslip angle,
(ailerons produce rolling moments, elevators the presence of aerodynamic and/or inertial
pitching moments, rudders yawing moments), couples, control deflections, and with airspeed.
but theres a further collection of direct and The derivatives in the tables that follow form the
cross-coupled moments essential to aircraft basic vocabulary of cause and effect that well
control and often complicit in unusual attitudes. apply in analyzing departure modes and in
Well talk about them on the ground and observe learning to recover from unusual attitudes. Some
them in flight. will be new to you (as perhaps all the symbols),
and some youll remember, at least in general
For reference, the table above shows notations terms, from the days of primary ground school.
used for moments, angular velocities, angular Dont worry about learning the symbols. Well
positions, moments of inertia, and control refer to things by name.
deflections about each aircraft axis. You dont
need to memorize any of this for our course, but Initially, you might want to review the
you might find it useful for future technical descriptionswhich are by necessity
reading. Notice the preference for arranging condensedand then refer to the Flightlab
things by alphabetical order. Thus the letters Ground School texts for more explanation. Well
dont always mean what your mnemonically also brief the material before flying. Dont feel
inclined brain would like them to mean (r responsible for immediately understanding all of
doesnt stand for roll rate; p doesnt stand for the bulleted items. Youll get there in stages.
pitch rate, and, while L stands for lift, a Top priority goes to acquiring new flying skills.
lowercase l stands for roll moment).
A note on signs: The derivatives carry signs that
might be confusing at first. A negative () sign
Stability and Control Derivatives doesnt indicate the lack of stability, but rather
helps determine the direction of response.
Moments about the axes drive aircraft attitude. Review the sign system used with the axis
Stability is the tendency of an aircraft to generate notation in Figure 1. Then, in the derivative
the aerodynamic moments necessary to return it table, note for example that Cl, the lateral
to its original equilibrium, when disturbed. stability derivative, carries a negative sign. When
During unusual attitudes, if an aircraft is left to a laterally stable aircraft slips to the right
its hands-off free response, those same moments (positive direction) it will roll to the left
can become destabilizing. At high bank angles, (negative direction). Algebraically, a negative
for example, directional stability (a yawing (the derivative) times a positive (sideslip
moment) causes the nose to descend below the direction) equals a negative (roll direction). If the
horizon and speed to increase. When an aircraft aircraft slips to the left, it will roll to the right,
is inverted, longitudinal stability (a pitching since a negative derivative times a negative
moment) causes the nose to fall below the direction equals a positive. For us, the signs will
horizon, as well. And at angles of attack past come in handy when analyzing spins, where they
stall, rolling moments that would ordinarily simplify the perplexity inherent in understanding
damp out can instead produce autorotation and a flight regime where an input in one axis can
spin departure. produce an output in another.

In normal maneuvering in a stable aircraft, a The flow chart at the end of this section shows a
pilot uses the controls to overcome the aircrafts related way of describing the basics of aircraft
stabilizing moments and to establish a new response.
equilibrium, at least temporarily. This may be
easy or not so easy, depending on the degree of
inherent stability and the availability of control
power to do the job

Stability and control are measured in terms of


derivativesthe rate of change of one variable
with change in another. During our flights,
especially early on, were going to see how the

1.4 Bill Crawford: WWW.FLIGHTLAB.NET


Axes and Derivatives

Selected Aerodynamic Derivatives for Roll

Aerodynamic Name Description


Stability
Derivative
Symbol
-Cl Rolling moment Aircraft rolls away from the direction of sideslip. Main causes are
due to sideslip. geometrical dihedral and/or wing sweep, and fuselage-induced airflow
(Lateral stability changes that place the wings at different angles of attack.
C = coefficient produced by Roll due to sideslip is proportional to sideslip angle, , and
l = roll moment dihedral effect) to the coefficient of lift, CL, up to the stall, but may vary
= sideslip angle afterwards.
Roll rate commanded by aileron/spoilers is affected by
sideslip angle and direction.
Wingtip washout, and/or flap deployment, reduce Cl .

Depends on wing position relative to fuselage.
Decreased by wing taper and low aspect ratio
(wingspan2/wing area)
-Cl Rolling moment As an aircraft rolls in response to a disturbance, the angle of attack
p due to roll rate. increases on the down-going wing and decreases on the up-going wing.
(Roll damping) The resulting change in lift produces an opposing rolling moment. The
l = roll moment aircraft stops rolling. If the pilot holds aileron deflection, roll damping
moment builds until its equal to the opposing moment produced by the
p = roll rate aileron deflection. Roll rate then becomes constant.
Roll damping disappears on wing sections at stall;
autorotation is the reversal of roll damping.
Damping increases with the slope of the CL curve.
Reduced by low aspect ratios and/or wing taper.
Roll damping decreases with altitude.
+Cl Rolling moment Yaw rate causes airflow velocity to increase on the advancing wing and
r due to yaw rate. decrease on the retreating wing, causing a spanwise change in lift and a
rolling moment.
l = roll moment The effect follows the lift curve, becoming greatest at CLmax
and then falling off after the stall. (Cl = approx. CL/4).
r = yaw rate r
Rolling moment due to yaw rate contributes to spiral
instability and to spin departure.
When entering a sideslip, rolling moments due to the
temporary yaw rate and the growing sideslip angle are
additive.
Wingtip washout, and/or flap deployment, reduces Cl .
r
Little affected by wing position on fuselage.
Increases with aspect ratio, decreases with wing taper.
Varies with the square of the difference in tip speed (since
lift varies with V2).

Bill Crawford: WWW.FLIGHTLAB.NET 1.5


Axes and Derivatives

Selected Aerodynamic Derivatives for Yaw

Aerodynamic Name Description


Stability
Derivative
Symbol
+Cn Yawing moment Also known as weathercock stability. Aircraft yaws toward the direction
due to sideslip. of sideslip to align the longitudinal, x-axis with the relative wind.
(Directional The fuselage alone is usually destabilizing; principal stability
stability) contribution comes from vertical tail, although swept wings
n = yaw moment
are stabilizing, an effect that increases with CL.
= sideslip Spiral instability occurs when directional stability is high and
angle lateral stability is low.
Low directional stability and high lateral stability promotes
Dutch roll.
-Cn Yawing moment The induced change in angle of attack on a rolling wing causes the lift
p due to roll rate. vector to tilt back on the wing going up, and forward on the wing going
down. This adds components of thrust and drag, which produce a yawing
n = yaw moment moment opposite the direction of roll (similar to adverse aileron yaw).
p = roll rate Increases with aspect ratio, roll rate.
Increases with CL.
Wingtip washout, and/or flap deployment, reduces Cn .
p
Largely independent of taper.
(Cn = approx. CL/8).
p
Reverses effect when the wing goes into autorotation.

-Cn Yawing moment When an aircraft has a yaw rate, opposing aerodynamic damping forces
r due to yaw rate. build up ahead and behind the center of gravity.
(Yaw damping) Main contribution comes from the vertical tail, but the
n = yaw moment forward fuselage can also contribute (unlike Cn , in which

r = yaw rate the fuselage forward of the wing is destabilizing).
Wings also contribute, since the advancing wing produces
more induced and profile drag than the retreating wing.
Wing contribution to yaw damping increases with angle of
attack; the tails contribution may decrease due to disrupted
airflow at high .
Yaw damping decreases with altitude.

1.6 Bill Crawford: WWW.FLIGHTLAB.NET


Axes and Derivatives

Rudder/Aileron Cross Derivatives

Control Name Description


Derivative
Symbol

Cl Rolling moment A roll moment is produced if the lift generated by rudder deflection acts at
r due to rudder a point above the roll axis. Right rudder, for example, produces a left
deflection. rolling moment. This can become apparent in aircraft without dihedral
effect.
l = roll moment Diminishes as angle of attack increases.
= deflection
r = rudder
Cn Yawing moment An aileron deflected down creates more induced drag than the opposite
a due to aileron aileron deflected up. The result is a yawing moment opposite the direction
deflection. of bank. Profile drag increases on both wings when the ailerons are
deflected, the difference depending on aileron design.
n = yaw moment (Adverse yaw)
Adverse yaw increases with wing angle of attack, because drag
= deflection rises faster than lift at high .
a = aileron Spoilers for roll control can produce proverse yaw.
Differential ailerons or Frise ailerons counteract adverse yaw
with opposing dragalthough their primary function is to lower
aileron control force.

Pitch Damping

Aerodynamic Name Description


Stability
Derivative
Symbol
Cm Pitching moment When aircraft pitches up or down, the motion of the horizontal stabilizer
q due to pitch rate. causes a change in the stabilizers angle of attack, which generates an
(Pitch damping) opposing, or damping, pitching moment.
m = pitching Pitch-damping moment increases with pitch rate (and thus with g
moment load).
Pitching moment due to pitch rate affects short-period response
q = pitch rate and stick force per g in pull-ups and turns.
Pitch damping decreases with altitude.
Pitch damping increases with increased distance between the
horizontal stabilizer and the aircraft c.g.

Bill Crawford: WWW.FLIGHTLAB.NET 1.7


Axes and Derivatives

Control Deflection, Aerodynamic,


Pilot-Generated Aircraft-Generated
Moments Moments

Geometric
dihedral
Increases Dihedral effect
Cl with and

(lateral stability)
Primary
Control: Rolling Wing sweep
Aileron Moments
around x-axis Increases Roll due to yaw
with , rate
yaw rate
(spiral instability)

Roll rate goes up directly Decreases


with airspeed (EAS). Stick with Vertical tail
force goes up with airspeed sideforce = angle of
squared. Increases attack
with roll rate,
reverses
Roll damping = sideslip
after CLmax
angle

Directional stability
Increases
with (weathercock)
Cn
Primary
Control: Yawing Increases Aileron adverse
with a
Rudder Moments yaw
around z-axis
Increases
with a as
aircraft
Spiraling
slows slipstream

Aileron, elevator, rudder Pitch rate


control force harmony produces
approximatly 1:2:4 yawing Propeller gyroscopics
moment

Increases Yaw damping


with yaw
rate

Asymmetrical Thrust

Thrust line
vs center of Power
gravity
Cm
Primary
Control: Pitching Camber
Flap setting
Elevator Moments change vs
downwash
around y-axis at tail

C.G.
location vs
Trim setting
Cm/

Yaw rate
produces
pitching Propeller gyroscopics
moment

Increases
with pitch Pitch damping
rate

1.8 Bill Crawford: WWW.FLIGHTLAB.NET

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