Aircraft Stability Essentials
Aircraft Stability Essentials
Stability is the natural tendency of an aircraft to return to its former equilibrium or trimmed
position (i.e. straight and level flight) following a disturbance without any pilot assistance.
The actual stability characteristics of an aircraft are not only governed by its design, but are
also dependent on crew workload.
➢ Performance
➢ Flight Dynamics
➢ Aeroelasticity
                                                                                      2
➢ Flight Mechanics                         ➢ Lateral Motion
– Atmospheric flight mechanics             – Pure rolling motion
– Aerodynamic nomenclature                 – Pure yawing motion
– Reference frames                         – Lateral EOM
                                           – Spiral, roll, and Dutch roll approximations
➢ Static Stability and Control             – Lateral flying qualities
– Longitudinal static stability            – Aeroelastic effects
– Pitch control
– Lateral / directional static stability   ➢ Introduction to Modern Control Theory
– Roll & yaw control                       – State-space modeling; Solution of state
– Stick forces                             equations
                                           – Controllability and observability
➢ Aircraft Equations of Motion             – State feedback design
– Nonlinear formulation
– Linearized equations of motion           ➢ Aircraft Autopilot Design Using Modern
– Dynamic stability                        Control Theory
                                           – Longitudinal stability augmentation
➢ Longitudinal Motion                      – Lateral stability augmentation
– Pure pitching motion
– Longitudinal EOM
– Phugoid and short-period modes
– Longitudinal flying qualities
                                                                                           3
Types of Stability
Static Stability
DYNAMIC STABILITY characterizes the time history of motion after a disturbance from
equilibrium
ABSOLUTE dynamic stability is not concerned with how long this return takes
RELATIVE dynamic stability examines how long it takes and what the behavior of that
return motion is
A system can be dynamically unstable and be statically stable -- but not vice versa
➢ CONTROLLABILITY
This is the ability of the pilot to alter the position or attitude of an aircraft using the fiying
control surfaces.
High stability makes an aircraft resistant to change and reduces its controllability (I.e. good
stability makes it harder for the pilot to control and manoeuvre an aircraft).
Thus, the upper limits of stability are determined by the lower limits of controllability.
No aircraft is completely stable, but all must possess desirable stability and handling
characteristics.
“Directional stability” is the term for stability about the normal axis (yaw).
Lateral and directional stability are not entirely independent of each other, and tend to act
together to produce certain undesirable motions.
Stability falls into two main categories; static stability and dynamic stability.
Furthermore, displacing an aircraft from its normal trimmed position causes the air loads
acting on it to oppose and damp out the subsequent motion.
Static stability is the in initial tendency that an aircraft displays after being displaced from a
given equilibrium position.
Finally, if an aircraft tends to remain in the disturbed position it has neutral static stability.
This type of stability can be demonstrated using ball bearings and a curved container.
➢ THE DEGREE OF STABILITY
The different degrees of stability are categorised by how quickly an aircraft tends to return
to its trimmed position following a disturbance.
 In this case, the steeper the container the greater the static stability, but as stability
 increases, controllability decreases.
 The upper limits of stability are therefore set by the lower limits of controllability.
➢ DYNAMIC STABILITY
Dynamic stability is the movement of an aircraft with respect to time in response to its
static stability following a displacement from a given equilibrium position.
For example, consider a statically stable aircraft, which , following a disturbance, overshoots
its equilibrium position.
If the oscillations damp out with time, the aircraft is dynamically stable.
Finally, if the oscillations persist without either increasing or decreasing in magnitude the
aircraft has neutral dynamic stability.
Conversely, if the aircraft continues to diverge away from its trimmed angle of attack
following a disturbance, it is said to be statically longitudinally unstable.
Due to its inertia, the aircraft momentarily continues to follow its original flight path and
present itself to the relative airflow at an increased angle of attack.
The subsequent increase in the angle of attack of the horizontal tail produces a small
aerodynamic force.
This force, multiplied by the distance from the centre of gravity, produces a strong
restoring pitching moment and pitches the aircraft back to its former equilibrium position.
The pitching moment is defined
in a coefficient form (Cm).
➢ MATHEMATICAL REPRESENTATION OF STATIC LONGITUDINAL STABILITY
 An aircraft is trimmed longitudinally when any residual out-of-balance couples between the
 four main forces are balanced by a download (LT) acting on the tailplane.
                             cp
➢ FACTORS AFFECTING STATIC LONGITUDINAL STABILITY
     Variations in the position of the centre of gravity greatly affect the static longitudinal
     stability of an aircraft. Generally, the further forward the centre of gravity the
     greater the stability.
Its forward position is limited by the fact that high stability results in poor controllability.
This is because stability tends to resist movement away from the aircraft's trimmed
attitude, which is reflected in the amount of stick force necessary to displace an aircraft
from this position.
It follows that the further forward the centre of gravity, the greater the stick force and the
greater the effort required to manoeuvre the aircraft.
Positioning the centre of gravity too far forward results in excessive stick forces, making
the aircraft extremely tiring to fly.
The forward position of the centre of gravity is also limited because if it is too far forward,
the aircraft becomes uncontrollably nose heavy at low airspeeds.
This is particularly important in the landing phase when elevator deflection may be
insufficient to allow the pilot to flare the aircraft on landing, unless the airspeed is
increased to give greater elevator authority.
Conversely, moving the centre of gravity progressively aft steadily decreases the degree of
stability, as well as the stick forces, and the aircraft returns less quickly to trimmed flight.
Eventually, a position is reached where the aircraft has no tendency to return to a trimmed
condition following a disturbance and instead remains in its disturbed position.
This is the aircraft's neutral point, and is the centre of gravity position giving statically
neutral stability.
Any movement aft of this point makes an aircraft statically longitudinally unstable.
Most aircraft are designed to be statically longitudinally stable, so the centre of gravity is
normally positioned ahead of the neutral point.
The distance between the centre of gravity and the neutral point is called the static margin.
❖ Position of the Wing's Centre of Pressure
The position of the centre of pressure is a function of its angle of attack, and moves
toward the wing's leading edge with increasing angles of attack and vice versa.
In general, the amount of movement of the centre of pressure varies depending on the
aerofoil section used.
A centre of pressure positioned behind the centre of gravity has a stabilising effect on the
aircraft.
Conversely, if the centre of pressure moves ahead of the centre of gravity, a nose-up
moment is applied to an aircraft in response to a pitch-up disturbance, and has a
destabilising effect.
❖ Design of the Tailplane
The overall function of the tailplane is to provide a force to counteract any residual, out-
of- balance couples existing between the four main forces.
The degree of longitudinal stability is determined by the interaction between the aircraft's
centre of gravity, tailplane area, and tailplane position.
The tailplane's position relative to the centre of gravity is of most importance, since it has
the greatest stabilising effect on the aircraft.
This is because the greater the moment arm, the greater the stability.
If downwash from the wing acts on the tail plane, it also affects the aircraft's degree of
stability, by affecting its angle of attack.
Furthermore, the tailplane is usually of symmetrical section and the position of its centre
of pressure does not vary much in flight.
           kanat
                                                  : aşağı
                     Gövde                          sapma
                     referans                       açısı
                     çizgisi
                                ht
kuyruk
lt
 kanat
ön akımı
             kanat
kuyruk
                                       kanat
                                     arka akımı
❖ Wing Downwash
Any disturbance in pitch alters the wing's angle of attack and thus the amount of
downwash from the wing.
This also alters the angle of attack of the tailplane (e.g. if the aircraft pitches nose-up,
the downwash angle increases and the effective angle of attack of the tail plane
decreases).
The aerodynamic force produced by the tailplane thus decreases, as does the restoring
moment.
To compensate for this, the CG is moved forward to increase the moment arm.
➢ GRAPHICAL REPRESENTATION OF STATIC LONGITUDINAL STABILITY
Consider a graph of pitching moment plotted against angle of attack (or coefficient of lift)
with the elevator fixed in its neutral position.
                     Uçağın B denge noktasında uçtuğunu varsayalım.
                     (B: trim noktası)
 (+)
burun
yukarı       B
                       • Bozuntu sonucunda:         
         A
                 C         ‘A’ noktasına gelinir.
 (-)
burun
aşağı
                       1. uçak: negatif    cm           Burun aşağı moment
                                                                
                                                    Bozuntuyu artıtırıcı etki
                                                                
                                                    Bozuntuyu azaltıcı etki
                                                                              22
The graph shows that if the angle of attack increases (e.g. due to a disturbance) a
nose-down (-) pitching moment is created, tending to rotate the aircraft back to its original
trimmed position.
Conversely, decreasing the angle of attack creates a nose-up (+) pitching moment.
Thus for an aircraft to be statically longitudinally stable, the pitching moment must
decrease with increasing angle of attack (i.e. have a negative slope). It is the steepness of
the slope, which actually determines the aircraft's degree of stability
Cm0  0
                                               Cm0  0
                               1
    Cm0  0
                          2
Figure shows the static longitudinal stability characteristics of four different aircraft. Aircraft
A and B both have negative slopes, and are thus longitudinally stable, although aircraft A is
most stable because it has a more negative slope.
Conversely, aircraft C is longitudinally unstable because the pitching moment increases with
increasing angle of attack and has a positive slope.
Aircraft D is different than the other aircraft because the pitching moment remains constant
regardless of changes in angle of attack, and the aircraft has no tendency to return its
former trimmed position following a disturbance.
     This involves the response of an aircraft to a disturbance in pitch if the flying control
     surfaces are held in set position.
     When the disturbance takes place, the aircraft has a natural tendency to return its
     former equilibrium or trimmed position.
     The amount of control deflection required to maintain any new equilibrium position
     is a measure of the aircraft's stick-fixed static longitudinal stability
     This involves the response of an aircraft to a disturbance in pitch when the control
     surfaces are free to find their own position depending on the aerodynamic forces
     acting on them (i.e. with manual flying controls the stick forces have been reduced
     to zero by way of the trim tab system prior to the disturbance).
     This only applies to manual flying controls because in power-operated flying control
     systems, the surfaces are not free to float and there is no difference between stick-
     fixed and stick-free static longitudinal stability.
Longitudinal Stability – Element Effects:
                                                        :
                                                        Downwash
                                               FRL      angle
                                            Fuselage
                                            Reference
                                               Line
            xcg xac             d
cm = cLw ( − ) −VH cLt (1 −    ) + cm f
             c   c              d
                                                                          Ö-8
STICK FIXED NUETRAL POINT (NP):
Cm = 0
                           xNP xac       cLt      d    cm f
                              =    + VH      (1 −    )−
xcg = xNP                   c   c        cLw      d    cLw
                   c.g. of the aircraft
                                           xNP xcg
                                      Hn =    −    = −cm
                                            c   c
                                          must be positive for static stability.
       a.c. NP                                                                     Ö-9
STICK FREE CONDITION
       Aleron                                       a     La>0
      Elevator                                      e     Me>0
       Rudder                                       r     Nr>0
     1) Control Effectiveness
                    2) Hinge moments
                              3) Aerodynamic and mass balancing
1) Control Effectiveness
➢ Is a measure of how effective the control deflection is in producing the desired control
moment
2) Hinge Moment
➢ The aerodynamic moment that must be overcome to rotate the control surface
         e  0
   cL
                      e = 0                      
                                                                       c        ce    e
                                 
                                                           Deflecting the elevator:
                                                           ➢ Change in Lift
                           Elevator Effect. Deriv.
  cL                                           dcL        cL = cLe  e
                           0.4
                                       cLe   =
                           0.2                  d e
                           ce
                              = 0.15
                           c
                     150
                                 e                    c L = cL  + cLe  e
➢ Change in Pitching Moment
cm = cme  e e  0
                cLe = cLt 
How to find   cme
M = −lt Lt
                                        lt St qt
      cmqwSc = −cLt qt Stlt  cm = −          cLt
                                         Sc qw
      cm = −VHcLt
                                         dcL
                           cme   = −VH
      cm = cme  e                     de
         cme (cLeq − cL0 ) + cLe cm0                cm (cLeq − cL0 ) + cL cm0
eq =                                      e = −
              cL cme − cLe cm            eq
                                                            cL cme − cLe cm
Hinge Moment:
                                elevator
                                                                    1 2
                                         trim tab           He = che V Sece
                                                                    2
                                                    hinge
                                                     line
                                                                  cL ch 
                                    cLt = cLt ft          f = 1 − e t 
                                                                  cL ch 
Ö-11
                                                                     t e 
Variation of δe trim with CL trim
                 The value of the “f” parameter determines the position of the “stick fixed”
                 neutral point according to “stick free” neutral point.
Static Margin: distance between the neutral point and the actual center of gravity position.
To maintain a different flight attitude, an equal and opposite moment from the elevators
must be applied (e.g. to maintain a nose-up pitch the elevators must be raised).
If the position of the CG is fixed, then the degree of static longitudinal stability remains
constant at any deflection angle (i.e. constant slope) but the change in pitching moment
alters the coefficient of lift at which equilibrium occurs.
This is because the angle of attack of the main plane has increased and the tail plane
produces a greater nose-up moment due to the change in effective camber.
If the aircraft is trimmed to maintain the new pitch attitude (i.e. zero stick forces) and the
elevators are allowed to float free, any change in the aircraft's angle of attack causes the
control surfaces to move away from their trimmed position in the direction of the relative
airflow.
For example, an increase in angle of attack causes the elevators to float upward, thus
reducing the lift force (upload) acting on the tailplane and reducing the aircraft's static
longitudinal stability compared to the stick fixed condition.
➢ CONTROL FORCE STABILITY
The coefficient of lift (CL) corresponds to a particular airspeed (dynamic pressure) in steady
straight-and-Ievel flight and thus, any variation in airspeed corresponds to a different value
of CL in the aircraft's trimmed, or equilibrium position.
An aircraft that demonstrates stick position stability requires moving the control column
forward to reduce the angle of attack and trim at a higher airspeed, and vice versa (i.e. with
increasing forward airspeed, an increasing forward stick force must be applied to maintain
steady straight and level flight).
Conversely, an aircraft exhibiting stick position instability requires moving the control
column aft to trim at a higher airspeed and vice versa.
STICK                              s        F
FORCES
                 ls
                                                                                         e (-)
  F = GHe
                                                                       He (+)
            1 2
  F = Gche ( V )Sece                            G: Mechanical ratio of the control system
            2
  The dimesions of the aircraft,        Needed
  The velocity of the aircraft          force
ch (-)
Lt Le
               ch (+)
Elevator, Tab and Their Hinge
                    1 2
Hinge
moment
            He = che V Sece
                    2
In practice, it is often satisfactory to assume
Che is a linear function of
                                                                 ch0 = t = 0
                                                                                cht
                                                           →  e free = −              t
                 t  e → (−)      t
                                                                                che
                 The elevator will float upward as
                 the angle of attach is increased          cht , che   Generally negative
                                                                         cht
                 cLt = cLt t + cLe  e free = cLt t + cLe                 t
                                                 free                    che
              cL ch                                  cL ch 
→ cLt = cLt 1 − e t  t                          f = 1 − e t 
              cL ch                                    cL ch 
                 t e                                    t e 
                  F
       (+)
    push
           (-)
    pull
With increasing EAS less and less nose-up tab is required and if the aircraft is correctly
trimmed, (i.e. if positive stick force stability exists) a push force will be required to maintain
a new attitude with increasing airspeed and vice-versa.
If the position of the CG is varied whilst maintaining the same trim airspeed, its actual
position affects stick force stability.
For example, an aft movement of the CG reduces the negative slope of the graph, and thus
the degree of stick force stability.
This also means that smaller stick forces are required to displace the aircraft from its
original trimmed airspeed. In accordance with JAR 25.173 a minimum gradient for stick
force is required for an aircraft to be certified, with the following rules being applicable:
o A pull force must be present to obtain and maintain airspeeds below the specified trim
speed, and a push force must be present to obtain and maintain airspeeds above the
specified trim speed.
o The airspeed must return to with in 10% of the original trim speed during the climb,
approach, and landing conditions, and must return to within 7.5% of the original trim
speed during the cruise.
o The average gradient of the stable slope of the stick force versus speed curve may not
be less than 1 Ib for each 6 kt.
The degree of static longitudinal stability must also be such that a stable slope exists
between 85% and 115% of the airspeed at which the aircraft is trimmed, with:
o Flaps retracted
o Undercarriage retracted
 This acts with the inbuilt static longitudinal stability of the aircraft and tends to resist this
 motion.
 The tail plane provides the largest contribution toward damping in pitch, although other
 aircraft components such as the wings do assist.
 A graph of
 «stick force versus load factor»
 illustrates the
 «manoeuvring stability»
 of an aircraft
The gradient of the graph should be positive (i.e. with increasing load factor the stick force
must also increase).
This gradient must not be excessively high or the aircraft would be difficult and tiring to
manoeuvre.
Conversely, it should not be too low or the stick forces would be too light and the aircraft
could be over-stressed.
The manoeuvring stick force gradient, or
stick force per g for a transport category
aircraft is approximately 9 Ib/g.
Many devices can be added to the control system to modify or tailor the stick force stability
to desired levels:
   The down-spring device is a preloaded spring that tends to rotate the elevators down
   and increases the airspeed stick force stability without changing the aircraft static
   longitudinal stability.
   This contributes to an
   increment of pull force
   that is independent of
   airspeed or control
   deflection.
   When the aircraft is retrimmed for its original airspeed, the airspeed stick force
   gradient increases resulting in a stronger feel for airspeed.
   The force increment due to the down spring is not affected by stick position or normal
   acceleration, whilst manoeuvring stick force stability is unchanged.
The bob-weight is designed to improve the stick force stability.
It consists of an eccentric mass attached to the flying control system and, in unaccelerated
flight, acts like the down spring.
In accelerated flight during a manoeuvre, the bob-weight experiences the same forces as
the aircraft and provides an increment of stick force in direct proportion to the magnitude
of the manoeuvring acceleration, thus increasing the manoeuvring stick force stability.
➢ DIRECTIONAL STATIC STABILITY
 The directional static stability of an aircraft is its natural or inbuilt tendency to recover
 from a disturbance in yaw, and is mainly provided by the fin.
For example, consider a gust of wind that causes the aircraft to yaw to the left.
 The yaw angle () is the displacement of the aircraft centre-line from some reference
 azimuth.
 Positive yaw angle occurs when the aircraft is displaced to the right of the reference
 azimuth.
 Due to its inertia, the aircraft momentarily continues along its original flight path and
 begins to sideslip.
The sideslip angle () is the displacement aircraft centre-line from the relative airflow,
rather than some reference azimuth.
By convention it is positive when the relative airflow is displaced to the right of the aircraft
centre-line.
This sideslip gives the symmetrical fin an angle of attack equal to the sideslip angle.
This produces a small aerodynamic force, which , when multiplied by the distance from the
centre of gravity, produces a strong restoring moment, and yaws the aircraft back to its
original equilibrium position.
                   
                            (+)
                                             (-)
                                           burun
                                            sola               3.cn  0
1. Uçak:
                                                                                   86
➢ GRAPHICAL REPRESENTATION OF STATIC DIRECTIONAL STABILITY
Static directional stability can be shown graphically by plotting a graph of yawing moment
coefficient (Cn) versus the sideslip angle, where the yawing moment coefficient is:
The slope of the graph is a measure of the aircraft's static directional stability.
If the aircraft experiences a positive sideslip angle and a positive yawing moment
coefficient exists, static directional stability is present.
For example, relative airflow coming from the right () creates a yawing moment to the
right (+Cn) and tends to weathercock the aircraft into wind.
A positive slope shows that the aircraft is directionally stable, with a steeper slope
indicating a greaterdegree of stability.
                            d
cn = cnwb + VvvcLv (1 +    )0                                          (+)
                            d
Kontrol:
cn = cn  + cnr  r
 cnr = VvvcLv
                                         
                                         0.8
                                                        Reynolds number
                                                        correction factor
Wing-body interference factor
USAF Stability and Control Datcom:
Some comments
➢ The moment associated with yawing and rolling are cross-coupled, i.e., the angular
velocity in yaw produces rolling moments and vice versa. If a pilot steps on a rudder pedal
causing the aircraft to yaw one wing will advance and the other will retreat. The faster
moving wing produce more lift than the other which will cause a roll in the same direction
as the yaw. This will be exaggerated by wing dihedral.
➢ At a normal flight, i.e., steady rectilinear symmetric motion, all the lateral motion and
force variables are zeroes.
➢ Due to cross-coupling effect, (e.g., the rolling motion will cause sideslip), we investigate
the directional and lateral effects of sideslip.
➢ THE FACTORS AFFECTING STATIC DIRECTIONAL STABILITY
The vertical fin is the primary source of static directional stability and is highly stabilising
up to the stall.
Also the centre of pressure moves rearward thereby increasing the tail yawing moment.
The addition of a dorsal fin, as a forward extension of the fin, helps to delay the stall by
increasing the surface area that is located aft of the CG and by reducing the fin 's effective
aspect ratio, therefore increasing the stalling angle of attack.
Unlike dorsal fins, ventral fins are located on the underside of the tail.
 This is due to an increase in the fuselage boundary layer at the vertical tail location and is
 most significant for low aspect ratio aircraft with sweepback.
 The fitting of strakes improves directional stability by re-energising the fuselage boundary
 layer and stopping cross flow around the fuselage at high angles of attack that may stall
 the fin due to the resulting disturbed a inflow.
The fuselage tends to have a destabilising effect, but at high sideslip angles, the degree of
instability reduces.
The static lateral stability of an aircraft is its natural, or inbuilt tendency to recover from a
disturbance in roll.
A disturbance in roll causes one wing to rise and the other to drop.
The wings naturally damp out the motion in roll and the aircraft assumes a banked attitude.
Disturbance in roll:
       cl
                               1.cl  0
    (+)
                                                wings level     disturbance
   right
                                                                   >0                 unstable
wing down
                               2.cl = 0
                                                 
                                                                   cl > 0
    (-)
  right
 wing up                       3.cl  0
cl < 0
               Lateral
            Static stability
                                 cl  0
                                                                                              92
                           cl  0
Lateral Static stability
cl = cl  + cla  a
       dcl                 2cLw   y2
cla =
       d a
            =
              Sb                     c( y) ydy
                                    y1
In this attitude, the lift force is tilted so that it no longer directly opposes weight.
The resultant of these two forces causes the aircraft to sideslip in the direction of the
dropped wing.
As in the case of directional stability, the aircraft's inbuilt design features produce a rolling
moment that restores the aircraft to its original wings-level attitude.
      ❖ Wing Dihedral
      As the aircraft sideslips, the dihedral of the wing places the lower wing at an
      increased angle of attack, whilst the upper wing has a reduced angle of attack.
The lower wing produces greater lift than the upper wing, and the difference in lift
between the two wings thus produces a rolling moment, which returns the aircraft to its
former equilibrium position.
The fuselage may also partially shield the upper wing, further reducing the amount of lift
it develops.
                                          Vn = w cos  + v sin   w + v
                                                                 w + v
                                                right  arctan(        )   + 
                                                                   u
                                                    u                         Lright
                                                       1
                                                    V
                                                    w
                                                       1
                                                    V
                w − v
left  arctan(        )   − 
                  u
  Lleft
❖ Wing Sweepback
As the aircraft sideslips, the lower wing presents more of its span (known as effective span)
to the airflow than the upper wing.
Lright
Lleft
As an aircraft sideslips, the higher wing acts in a similar manner to the dihedral wing, with
the lower wing producing greater lift than the upper wing.
In this case, however, the displacement of the overall lift force outward toward the wing-tip
on the lower wing provides the necessary restoring moment
The position of the lift force produces a rolling moment about the aircraft's centre of gravity
and rolls the aircraft back to its former wings-level condition.
Thus, the lower the centre of gravity, the greater the lateral stability characteristics.
On some high-winged aircraft, the amount of stability is so large that low dihedral, or even
anhedral wings are fitted (i.e. to de-stabilise the aircraft).
                                   decreasing lift
      increasing lift
increasing lift
decreasing lift
                        Lright            Lleft
                                                              96
❖ High Keel and Low Centre of Gravity
As an aircraft sideslips, its side surfaces (i.e. the fuselage and fin) are perpendicular to the
relative airflow.
It follows that the large surface area above the aircraft's centre of gravity produces a
restoring moment, and the aircraft rolls back to its former wings-level condition.
Static lateral stability is shown graphically by plotting a graph of rolling moment coefficient
( cl ) against sideslip angle ().
High-lift devices and power have a destabilising effect on static lateral stability by
reducing the dihedral effect.
Flap deflection causes the inboard section of the wing to become more effective and the
C of P to move inboard closer to the aircraft's longitudinal axis, reducing the rolling
moment.
DYNAMIC STABILITY
1,2 = −n  i 1−  n 2
  = −n
d = 1−  2n                     1,2 =   id
Damped natural frequency
x0
          y0
     z0
Axis Transformation
                      Euler açıları:
Yaw
Pitch
Roll
                        :
          RIJID BODY DYNAMICS: Force and Moment Equations
Kinematic equations:
  x             cos cos    cos sin  sin  − cos sin     cos sin  cos + sin  sin   u 
                                                                                               
  
   y   = RIB v =  cos sin    cos cos + sin  sin  sin    − sin  cos + sin  cos sin   v 
  z             − sin                cos sin                         cos cos             w 
                                                                                               
                          𝑑𝑦 𝑑
                          𝑑𝑡 𝑑𝑡
                                    𝑑𝑥    𝑑
                                    𝑑𝑡    𝑑𝑡
                      𝑑𝑧 𝑑
                      𝑑𝑡 𝑑𝑡
                       KM
              N
mi Xi = Fi +  Fij
              j =1
Hi = X i  mi X i
        RIJID BODY DYNAMICS: Force and Moment Equations
Non-Linear equations of motion:
                                                    Symmetry according to x-z plane
                    m(u + qw − rv) = X + Wx
                       m(v + ru − pw) = Y + Wy
                      m(w  + pv − qu) = Z + Wz
                                                             X ,Y , Z, L, M , N
      I x p − I xz r + qr(I z − I y ) − I xz pq = L    Parameters:
    I y q + pr( I x − I z ) − I xz ( p 2 − r 2 ) = M    ▪
                                                         ▪
                                                             Velocity,
                                                             Angular velocity,
 I z r − I xz p + pq(I y − I x ) + I xz qr = N         ▪
                                                         ▪
                                                             Altitude,
                                                             Control surface angles
WX = −mgSin     WY = mgCosSin       WZ = mgCosCos
                   m(u + qw − rv) = X + Wx
                      m(v + ru − pw) = Y + Wy
                     m(w  + pv − qu) = Z + Wz
     I x p − I xz r + qr(I z − I y ) − I xz pq = L
   I y q + pr( I x − I z ) − I xz ( p 2 − r 2 ) = M
I z r − I xz p + pq(I y − I x ) + I xz qr = N
                                                                0 = 0, 0 = 0, v0 = 0, w0 = 0, p
                                 0 = 0, 0 = 0, v0 = 0, w0 = 0, p0 = 0, q0 = 0, r0 = 0
→ m(u + qw− rv) = X − mg sin
0 = X 0 − mg sin 0
    mu = X − mg cos0
L
O
N
G
I
T
U
D
I
N
A
L
E
Q
U
A
T
I
O
N
S
L
A
T
E
R
A
L
E
Q
U
A
T
I
O
N
S
        A
B
    B
A
➢ DYNAMIC LONGITUDINAL STABILITY
Two types exist, with one form of oscillation being more serious than the other.
For each type, consider an aircraft initially in steady straight and level flight at a constant
airspeed:
❖ Long Period Oscillation (Phugoid)
This involves very long periods of oscillation (20 - 100 sec) with noticeable
variations in pitch attitude, altitude, and airspeed, whilst the angle of attack
remains nearly constant (i .e. if the aircraft experiences a horizontal gust, its
airspeed momentarily changes, but its angle of attack remains virtually constant).
                                                                      w
                                                                  =
  • Change in angle of attack: 00                                     u0
  •T=D
  •L=W
               Minimum speed
                                    Maximum speed
If the aircraft is statically stable and is operating at an airspeed in excess of VIMD, any
increase in airspeed not only increases the drag, but also increases the lift and the aircraft
momentarily gains height.
Some of the aircraft's kinetic energy is subsequently converted into potential energy and
the aircraft slows down.
As the airspeed drops below its original value, the aircraft momentum reduces and the
aircraft descends.
An oscillatory motion takes place as the aircraft successively gains and loses altitude.
If this motion damps out, the aircraft is dynamically longitudinally stable, although in
some instances the aircraft may be slightly unstable.
In either case, the pilot needs to take some form of corrective action, but since the
period of oscillation is usually long, any necessary action is easily applied.
❖ Short Period Oscillation
This involves very short periods of oscillation, typically 1-2 sec, when an aircraft is subjected
to a vertical gust.
The disturbance causes the aircraft to rotate about its lateral axis, and varies its angle of
attack, whilst the airspeed remains virtually constant.
The change in angle of attack also varies the lift, resulting in a pitching moment.
If the aircraft is statically longitudinally stable, any disturbance in pitch sets up an oscillatory
motion about the aircraft's lateral axis, where oscillation is dynamically stable or unstable.
Unlike the phugoid oscillation , the frequency of this oscillation is normally high and the
pilot cannot correct for it.
This form of oscillation must be quickly damped by an automatic stabiliser, which must be
included in the aircraft's flying control system.
It follows that an aircraft operating at airspeeds less than' the minimum drag speed will
show speed instability.
When a jet transport category aircraft flies at an airspeed less than the minimum drag
speed, for instance on landing, speed instability can prove extremely serious.
Because of sudden wing or stick forces
angle of attack changes:
                                                 bozuntular u, w, q
Flight altitude and velocity is approximatelly
constant.
                                                                      zaman (sn)
PHUGOID MODU       Sabit dümen hali için
                                              Xu    − g
                                  d   u              u 
 = 0                                 =  Zu          
                                  dt     −       0   
w = 0                                        u0        
      Zu                                   Zu g                   Xu
q = − u                         n p = −                 p =−
      u0                                    u0                   2n p
                                                Z                  
u = 0                                                         1    
                                     
                                             u0                    
 = 0                              =
                                    q   M + M Z              q 
                                                          M q + M 
                                                     u0             
                                                                            Z
                                                                M q + M +
                                           Z                               u0
                          n  M q            − M      sp  −
                             sp
                                           u0                        2nsp
“Roll Mode”   r = Lp
❖ Spiral Instability
As previously established, the lateral stability of an aircraft depends on the forces that
tend to return it to a wings-level condition following a wing drop.
If an aircraft has a large fin, as the wing drops, a sideslip component acts on the keel
surface (including the fin) tending to yaw the aircraft in the direction of the lower wing.
If the aircraft's directional stability is greater than its roll stability the aircraft tries to
align itself into the sideslip.
This causes the higher outer wing to accelerate and produce more lift than the lower
inner wing.
This, in turn, sets up a rolling moment toward the inner wing, increasing the angle of
bank and resulting in further sideslip.
When this occurs, the aircraft exhibits spiral instability. If left unchecked, this condition
leads to a steep spiral dive.
This tendency may be minimised by reducing the total fin area, which effectively reduces
the aircraft‘s directional stability and its tendency to yaw in the direction of the dropped
wing.
Lateral stability is consequently more effective than directional stability, and the aircraft
becomes more spirally stable.
Another method of minimising spiral instability is to increase the dihedral effect, although
this leads to greater oscillatory instability.
With this characteristic, when the aircraft is yawed, either by the prolonged application of
rudder or asymmetric power, a rolling moment in the direction of yaw occurs and the
aircraft quickly enters a spiral dive.
This can occur when flying at low airspeeds under asymmetric power conditions, when
excessive yaw due to too much power is coupled with insufficient rudder control to balance
it, and may quickly place an aircraft in a dangerous attitude.
“Spiral Mode”   s =
                              (L N − L N )
                               r                 r
                              + (L N − L N )
                                u
                       − L        0
                                              p       p   
                                g                              Ö-24
❖ Oscillatory Instability
Oscillatory instability is more serious than spiral instability and is commonly found to a
varying degree in combinations of high wing loading and sweepback, particularly
at low indicated airspeeds and high altitude.
The aircraft continually yaws and rolls from side to side until corrective action or natural
damping takes place.
The oscillation may not damp out without some form of assistance.
The resulting motion can be simply unpleasant, but in some cases may lead to the total loss
of the aircraft, particularly when flying under instrument conditions.
The main factors determining the degree of oscillatory instability are the:
     ➢ Amount of dihedral
     ➢ Amount of sweepback
     ➢ Keel surface area (including the fin and rudder)
In transport category aircraft, the most common form of oscillatory instability is Dutch roll.
➢ DUTCH ROLL
Disturbance
      Initial
      condition
                                  1   Y     
“Dutch Roll Mode”     dr = −         + N r 
                              2n dr  u0      
                     n dr   =
                               1
                               u0
                                  (Y N r − N  Yr ) + N 
This unstable motion continues until the pilot applies corrective action or the motion
naturally damps out.
One method of curing this problem is to reduce the amount of wing dihedral, or to set the
wings at a slight anhedral.
If the aircraft has anhedral wings, the angle of attack of the advancing wing decreases,
whilst that of the retreating wing increases.
This effectively reduces the aircraft's lateral stability, and thus its tendency to Dutch roll, but
does tend to increase an aircraft's spiral instability.
The Dutch roll tendency may also be reduced by increasing the size of the fin/rudder, but
this adversely affects handling characteristics.
This is because the pilot must first fight the weather-cocking tendency of the fin before the
aircraft can be turned (i.e. it increases an aircraft's spiral instability).
Conversely, if the fin/rudder is too small, the aircraft becomes oscillatory unstable (i.e.
lateral stability exceeds directional stability, and the amplitude of the oscillatory motions in
Dutch roll quickly increase).
Therefore, aircraft are usually designed with a small degree of spiral instability, in order to
help alleviate the less pleasant Dutch roll tendency.
Aircraft with straight wings are less susceptible to Dutch roll because any movements in
yaw quickly damp out.
Aircraft with sweptback wings have more problems with Dutch roll because sweepback
tends to worsen the aircraft's roll and sideslip tendencies.
All transport category aircraft are generally prone to Dutch roll and require artificial
damping in the form of a yaw damper system.
This is because the magnitude of the oscillatory motion is normally comparatively small
and is therefore extremely difficult for a pilot to co-ordinate reactions in phase with the
Dutch roll. Any manual input may result in over-correction, intensifying the resulting
oscillatory motion.
Investigations on stability and control characteristics of a CS-VLA certified
aircraft using wind tunnel test data
Nhu Van Nguyen, Maxim Tyan, Jae-Woo Lee and Sangho Kim
              Bonanza V35
Cessna 182
H-101
                  DHC-6
F-4 Phantom
➢ PILOT INDUCED OSCILLATIONS
 Oscillatory longitudinal motion of an aircraft can occur due to inadvertent movement of
 the flying controls by the pilot.
 Short period longitudinal motion of the aircraft can have the most damaging effect,
 where any delay in the pilot's control system response (response lag) can quickly produce
 an unstable oscillation.
This can produce damaging flight loads and even lead to a loss of control of the aircraft.
 When normal response lag and control system lag are added to the actual aircraft
 motion, any inadvertent control inputs by the pilot may have a negative effect on the
 oscillatory motion leading to dynamic instability.
 Since short period motion is of relatively high frequency, the amplitude of the pitching
 oscillation can quickly reach a dangerous level in a very short time.
 Releasing the controls removes the unstable excitation and allows recovery to naturally
 occur through the dynamic stability characteristics of the aircraft.
➢ INTERACTION BETWEEN LATERAL AND DIRECTIONAL STATIC STABILITY
Until now, lateral and directional stability have been considered as completely separate
items.
However, the effects of lateral and directional stability are so closely interlinked that it is
impossible to separate them.
A disturbance which initially only involves lateral stability will, when the aircraft reacts,
also involve directional stability at the same time.
The main combinations of these types of stability are spiral instability and oscillatory
instability.
Stability Force and Moment Derivatives
                                         Longitudinal
          X - derivatives                 Z - derivatives    M - derivatives
Longitudinal
                SV lV                                       d     SV
 cYr = 2cLV V                            cY = −cLV (1 +    )V
                 Sb                                         d     S
                 lV                                                zacV
 cn = 2cL VVV                            cl = cn
    r           V
                  b                            V               V
                                                                    lV
         zacV             lV 
 clr = −       2cLV V VV                                           d       
          lV               b             cn = cn           + cLV 1 +      VVV
                                                          wf
                                                                           d    
cYp  0
An autopilot is a mechanical, electrical, or hydraulic system used to guide a vehicle without
assistance from a human being.
In the early days of aviation, aircraft required the continuous attention of a pilot in order
to fly safely.
As aircraft range increased allowing flights of many hours, the constant attention led to
serious fatigue.
«The first autopilot was developed by Sperry Corporation: It slaved a gyroscopic artificial
horizon and magnetic compass to hydraulically operated rudder, elevator, and ailerons.
It permitted the aircraft to fly straight and level on a compass course without a pilot's
attention, thus covering more than 80% of the pilot's total work load on a typical flight.»
The “straight-and-level autopilot” is still the most common, least expensive and most
trusted type of autopilot.
It also has the lowest pilot error, because it has the simplest controls.
Modern autopilots generally divide a flight into
taxi,
take-off,
ascent,
level,
descent,
approach,
landing,                                  Autopilots exist that automate all of
and taxi phases.                          these flight phases except the taxiing.
➢ An aircraft flies in various steady state flight modes, and the pilot-actuated
maneuvers are performed only during change of flight modes.
➢ In any steady flight, all accelerations (translational and rotational alike) of the aircraft are
supposed to be zero. This condition is maintained by various automatic control designs which
are collectively called as the autopilots.
     • Autopilots of an aircraft designed to hold the vehicle in various steady state flight
     modes.
➢ There are also control designs to improve the stability of an aircraft. These control designs
of an A/C are called the stability argumentation systems (SAS).
➢ Design strategies of aircraft autopilots and SAS:
The software reads the aircraft's current position, and controls a fly-by-wire system to
guide the aircraft.
The autopilot reads its position and the aircraft's attitude from an inertial guidance system.
Inertial guidance systems accumulate errors over time. These errors are corrected by using
satellite navigation systems and altimeters.
The disagreements between the two are resolved with digital signal processing, most often a
six-dimensional Kalman filter. The six dimensions are usually roll, pitch, yaw, altitude,
latitude and longitude.
In such a system, besides classic flight controls, many autopilots will control throttles
to optimize the air-speed, and move fuel to different tanks to balance the aircraft in
an optimal attitude in the air.
Heading control
Wings Level: enable this to keep your plane horizontal- usually used at Go-Arounds.
Velocity control
Position sensors on the wing detect this deflection and send a signal to the autopilot computer.
The autopilot computer processes the input data and determines that the wings are no longer
level.
The autopilot computer sends a signal to the servos that control the aircraft's ailerons. The
signal is a very specific command telling the servo to make a precise adjustment.
Each servo has a small electric motor fitted with a slip clutch that, through a bridle cable, grips
the aileron cable. When the cable moves, the control surfaces move accordingly.
As the ailerons are adjusted based on the input data, the wings move back toward level.
The autopilot computer removes the command when the position sensor on the wing
detects that the wings are once again level.
This loop works continuously, many times a second, much more quickly and smoothly than a
human pilot could.
Two- and three-axis autopilots obey the same principles, employing multiple processors that
control multiple surfaces.
Autopilot and autothrust systems can work together to perform very complex maneuvers.
The Root Locus
The Root Locus Plot
The root locus plot is a graphical representation of the dependence of the closed-loop
poles on the gain, for a given choice of controller H(s). (The system, G(s), is already
specified and is outside the designer’s influence.) More specifically, it consists of a set of
loci, each of which is the path taken by a given pole as K varies from zero to infinity.
H(s) = 1.
When an aircraft has a low speed at a high altitude, the Dutch roll properties of the
aircraft deteriorate.  → to prevent this, a yaw damper is used.
The yaw damper gets its input (feedback) from the yaw rate gyro. It then sends a signal
to the rudder servo. The rudder is then moved in such a way that the Dutch roll is
damped much more quickly than usual.
➢ YAW DAMPER SYSTEMS
Yaw damper systems detect infinitesimal yaw variations from the desired flight path.
 Variations are sensed by the rate gyros, and the system corrects for them by mechanically
 deflecting the rudder by an amount proportional to the rate of yaw:
  (i.e. applying maximum rudder deflection when the rate of yaw is maximum)
By using this method, it is possible to
stop the Dutch roll before the effects
are felt.
As the loop gain is increased, the Dutch roll poles move firstly into the left hand half-plane,
then back towards the open-loop zeros with small real parts, while both the spiral mode and
the roll subsidence poles move leftwards.
In the latter case, for higher gains, an oscillatory mode is formed with the rudder servo pole.
In the closed-loop system, a continual rudder input is required to produce a constant yaw
rate, and the plane therefore does not behave in the expected way.