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+
=
=
2
u U
A
velocity Propulsive Thrust Power opulsive Pr
+
=
2 2
u U
A Input Power
2 2
U u
U
u
2
1
1
Input Power
Power Propulsive
Efficiency Propulsive
+
=
=
If 9 is the power supplied and T the thrust developed then
from momentum theory we have
A
T
T
P
2
1
=
This formula is applied for hovering condition of the
helicopter where torEue T eEuals weight to 'e supported.
The actual fow through the propeller di+ers considera'ly
from the model depicted a'ove since the propeller works in
an Hin4nite sea of air HG there is no wellBde4ned 'oundary
'etween the fuid at rest and fuid motionG therefore the
actual thrust will di+er considera'ly from the values in the
a'ove e=pressions.
CON-IGURATION O-
HELICO&TERS
SINGLE ROTOR HELICO&TER:The most popular
helicopter arrangement is that of single rotor using a tail
rotor. The single rotor helicopter is relatively lightweight
and is fairly simple in design with one rotor one main
transmission and one set of controls.
The disadvantage of single rotor machine are its limited
lifting and speed capa'ilities and a severe safety haAard
during ground operation with the tail rotor position several
feet 'ehind the pilot and out of line of his vision.
Single rotor helicopter
TANDEM ROTOR HELICO&TER:This helicopter uses two
synchroniAed rotor rotating in opposite direction. The
opposite rotation of the rotors causes one rotor to cancel
the torEue of the other.
&ach rotor is fully articulated and has three 'lades. It is
capa'le of lifting large loads. A disadvantage of the tandem
type is that it is not eLcient in forward fight 'ecause one
rotor is working in the wake of the other.
#ande$ rotor helicopter
SIDE5B65SIDE HELICO&TER:It has two main rotors
mounted on pylons or wings positioned out from the sides
of the fuselage. The side 'y side has rotors turning in
opposite direction, which eliminates the need for a tail
rotor.The advantages are its e=cellent sta'ility and
disadvantage is having high drag and structural weight 'oth
resulting from structure necessary to support the main rotor.
$ide 'y side helicopter
COA7IAL HELICO&TER: In this fuselage torEue is
eliminated 'y two counter rotating rigid main rotors
mounted one a'ove the other on common shaft'
Coa0ial helicopter
TILT ROTOR AIRCRA-T:The tilt rotor has the a'ility to
com'ine the vertical take o+ low speed capa'ilities of the
helicopter with highBspeed performance of a tur'oprop
airplane.
G6ROSCO&IC
&RECESSION
The term gyroscopic precession descri'es an inherent
Euality of rotating 'odies in which an applied force is
manifested 25
5
in the direction of rotation from the point
where the force is applied. $ince the rotor of a helicopter
has a relatively large diameter and turns at several hundred
revolutions per minute precession is a prime factor in
controlling the rotor operation.
The cyclic pitch control causes variation in the pitch of the
rotor 'lades as they rotate a'out the circle of the tip path
plane. The purpose of this pitch change is in part to cause
the rotor disc to tilt in the direction in which it is desired
to make the helicopter move. %hen only the aerodynamic
e+ects of 'lades are considered it would seem that when
the pitch of the 'lades is high the lift would 'e high and
the 'lade would rise. Thus if the 'lades had high pitch as
they passed through one side of the rotor disc the side of
the disc having low pitch should rise and the side having
low pitch should fall. This would 'e true e=cept for
gyroscopic precession.
!yroscopic precession is caused 'y a com'ination of a
spinning force and an applied acceleration force
perpendicular to the spinning force. Thus if force is applied
perpendicular to the plane of rotation the precession will
cause the force to take e+ect 25
5
from the applied force in
the direction of rotation.As a result of the fore going
principle, if a pilot wants the main rotor of a helicopter to
tilt in a particular direction, the applied force must 'e at a
angular displacement 25
5
ahead of the desired direction of
tilt. The reEuired force is applied aerodynamically 'y
changing the pitch of the rotor 'lades through the cyclic
pitch control. %hen the cyclic control is pushed forward
the 'lade at left increases its pitch as the 'lade on right
decreases pitch. This applies an up force to the left hand
side of the rotor disc, 'ut the up movement is therefore at
rear of the rotor plane and the rotor tilts forward. This
applies a forward thrust and causes the helicopter to move
forward.
8IBRATION
Any type of machine vi'rates. "owever greater than
normal vi'ration usually means that there is a malfunction.
)alfunctions can 'e caused 'y worn 'earings, outBofB
'alance conditions, or loose hardware. If allowed to
continue unchecked, vi'rations can cause material failure or
machine destruction. Aircraft BB particularly helicopters BB
have a high vi'ration level due to their many moving parts.
Designers have 'een forced to use many di+erent
dampening and counteracting methods to keep vi'rations at
accepta'le levels. $ome e=amples are
.. Driving secondary parts at di+erent speeds to reduce
harmonic vi'rationsG this method removes much of the
vi'ration 'uild up.
8. )ounting highBlevel vi'ration parts such as drive
shafting on shockBa'sor'ent mounts.
<. Installing vi'ration a'sor'ers in highBlevel vi'ration
areas of the airframe.
LATERAL: Lateral vi'rations are evident in sideBtoBside
swinging rhythms. An outBofB'alance rotor 'lade causes this
type of vi'ration. Lateral vi'rations in helicopter rotor
systems are Euite common.
8ERTICAL:0ertical vi'rations are evident in upBandBdown
movement that produces a thumping e+ect. An outBofBtrack
rotor 'lade causes this type vi'ration.
HIGH5-RE9UENC6
"ighBfreEuency vi'rations are evident in 'uAAing and a
num'ing e+ect on the feet and 4ngers of crewmem'ers.
"ighBfreEuency vi'rations are caused 'y an outBofB'alance
condition or a highBspeed, moving part that has 'een torEue
incorrectly. The 'alancing of highBspeed parts is very
important. Any 'uildBup of dirt, grease, or fuid on or
inside such a part :drive shafting for e=ample; causes a
highBfreEuency vi'ration. This type vi'ration is more
dangerous than a lateral or vertical one 'ecause it causes
crystalliAation of metal, which weakens it. This vi'ration
must 'e corrected 'efore the eEuipment can 'e operated.
GROUND
RESONANCE
!round resonance is the most dangerous and destructive of
the vi'rations discussed here. !round resonance can destroy
a helicopter in a matter of seconds. It is present in
helicopters with articulated rotor heads. !round resonance
occurs while the helicopter is on the ground with rotors
turning it will not happen in fight. !round resonance
results when un'alanced forces in the rotor system cause
the helicopter to rock on the landing gear at or near its
natural freEuency. -orrecting this pro'lem is diLcult
'ecause the natural freEuency of the helicopter changes as
lift is applied to the rotors. %ith all parts working properly,
the design of the helicopter landing gear, shock struts, and
rotor 'lade lag dampeners will prevent the resonance
'uilding up to dangerous levels. Improper adFustment of the
landing gear shock struts, incorrect tire pressure, and
defective rotor 'lade lag dampeners may cause ground
resonance. The Euickest way to remove ground resonance is
to hover the helicopter clear of the ground.
C6CLIC
CONTROL
The tip path plane, or T99, is the plane connecting the
rotor 'lade tips as they rotate. %hile hovering, the thrust
vector of a helicopter is oriented upward, perpendicular to
the tip path plane. In order for the helicopter to travel
forward, this thrust vector needs to 'e rotated slightly in
the forward direction. To rotate the thrust vector, it is in
turn necessary to rotate the T99 'y the same amount.
#ip path planes and thrust %ectors or ho%ering and or-ard 1ight
$ince tilting the rotor hu' or rotor shaft is impractical, an
alternative means of rotating the T99 is needed. )ost
modern helicopters use a system of swash plates. $een in
the following diagram, the swash plate system is composed
of upper and lower swash plates.
Cyclic control and s-ash plates
The lower swash plate remains stationary relative to the
helicopter. The upper swash plate rotates with the rotor,
while remaining parallel to the lower swash plate. *y
utiliAing what is called cyclic control, the swash plates can
'e angled so as to vary the 9itch of the 'lades depending
on their aAimuth angle. As the swash plates are tilted in the
proper direction, there is an increased lift on the aft portion
of the rotor, causing the 'lades to fap up, which in turn
causes the T99 to rotate forwards. As the T99 rotates
forwards, the thrust vector does as well, imparting a
forward acceleration to the helicopter.
MOMENTUM
THEOR6
The 4rst analytical theory to consider for a helicopter in
forward :no a=ial; fight is the momentum theory. The
analysis for vertical :a=ial; fight is very similar to that of a
simple propeller, and will not 'e discussed here. ,ne
nota'le result of that analysis, however, is the induced
velocity of the rotor in hover.
%here w is the disc loading, given 'y
In the terms of 'asic momentum theory, the thrust of a
rotor in no a=ial fight is very diLcult to derive. In the
conte=t of this discussion, a relationship for the thrust that
was proposed 'y !lauert in .286 will 'e used. A simple
diagram of an actuator disk in no a=ial fow is depicted
'elow.
Actuator disk in no a0ial 1o-
The thrust of the actuator disk can 'e given 'y
Far downstream from the disk, the downwash v
f
is dou'led.
Also, the term 'ecomes the mass fow through the
stream tu'e that is de4ned 'y the actuator disk. $ome
validity for these relationships can 'e inferred 'y
comparing them to the formula for the lift of a wing
having 8 span with a uniform downwash. The lift of such
a wing is e=pressed 'y an eEuation similar to that shown
a'ove. After assuming that this eEuation is valid,
determining the thrust reEuires that the induced velocity in
forward fight 'e determined.
These two eEuations allow the determination of thrust and
induced velocity of a helicopter in forward fight.
STRENGTH AND
DESIGN
REQUIREMENTS
The helicopter structure must 'e strong enough to with
stand all the loads e=pected to 'e e=perienced in service
life. This comprises large loads, which are e=perienced
rarely, and repetitive small to medium loads which are
e=perienced in a normal fight. %here as large loads are
important in designing the nonBrotating parts of helicopter
like the fuselage, the tail 'oom, the landing gear etc. The
repetitive loads are important in designing the rotating parts
such as the main rotor, the tail rotor, the shafts, the main
rotor gear'o=, the tail rotor gear'o= etc.
ROTOR STRUCTURE: The rotor 'lade structure must
possess suLcient strength to with stand not only the
aerodynamic loads generated on the 'lade surface 'ut also
the inertial loads arising from the centrifugal, the coriolis,
the gyroscopic and the vi'ratory e+ects produced 'y the
'lade movement .the 'lade must also possess suLcient
sti+ness and rigidity to prevent e=cessive deformation and
to assure that the 'lades will maintain the desired
aerodynamic characteristics.
8IBRATION: The vi'ration, its causes and reduction are as
discussed previously.
SER8ICE LI-E:%hile considering the e=pected service life
of the helicopter or its components all types of e=pected
loads must 'e considered. Three 'asic factors, which
govern the service life, are
.. -orrosion
8. -reep and
<. Fatigue
STRUCTURAL MATERIALS:$ome of the important
factors, which govern the selection of material for airframe
and the primary load selection of material for airframe and
the primary load 'earing mem'ers of the helicopter, are
.. A high strength to weight ratio
8. $ti+ness
<. $peci4c gravity
7. esistance to impact loads
/. Temperature e+ects
3. -orrosion resistance
1. Fatigue strength
6. ate of crack propagation
T'e Ro!or
Mec'"nis)
The Autogiro(s 'lades had evolved into long slender units
with a good airfoil shape B true rotating wings, as opposed
to the primitive, fanBshaped @airscrew@ rotors found on
many early helicopters. The lengthy 'lades of the Autogiro
turned through a greater circle than the stu''y shortBspan
rotors then 'eing tried for helicopters, thus providing that
much more disc area to support the weight of the aircraft.
An aeronautical engineer would descri'e this advantage as
a @lower disc loading@ :less weight for each sEuare foot of
disc area;, and eventually helicopter e=perimenters followed
this lead.
Another 'asic improvement, stemming from -ierva(s work
and perhaps even more important than the shape of the
'lades, was the system for hinging each 'lade to the hu'.
This arrangement permitted each 'lade to fap and to adFust
to the uneEual lift forces created on opposite sides of the
rotor disc as the aircraft sped into forward fight.
T'e "ir:o( p"!!erns cre"!e$ %* !'e for("r$ :i'! of "n "irpl"ne "n Au!oiro; "n$ "
'elicop!er "re co)p"re$ 'ere2 ,i!' !'e Au!oiro; !'e ro!or )"s! is incline$ !o !'e re"r
"n$ !'e "ir:o( in!o !'e ro!or is fro) !'e fron! "n$ %elo(2 In !'e 'elicop!er; !'e ro!or
is incline$ for("r$ "n$ !'e :o( en!ers fro) "%o+e
There were other important 'ene4ts gained from e=perience
with the Autogiro. The use of autorotation itself to turn an
unpowered rotor pointed the way to a means of making a
safe powerBo+ landing in a helicopter. The lateBmodel
directBcontrol and FumpBtakeBo+ giros of the .2<5(s went
even furtherJ improved systems of control to the rotor head,
methods for making pitch changes to the 'lades,
mechanical drive systemsBall were developed, and
freEuently 'y trial and error. Cot that current methods are
so very di+erent. It is pro'a'ly more true of helicopter
design than any other phase of aerospace engineering that
the personal element still enters into the eEuation. The
creative process of designing a successful helicopter B
particularly the rotor system M to this day has something
in common with the freeBforBall e=perimentation of the
aeronautical pioneers.
Although designers have created an impressive num'er of
rotor systems, it is possi'le to narrow the 4eld down to
three 'asic typesJ "r!icul"!e$, se)i5rii$, and rii$ rotors.
There are rotor systems that seem to fall outside this
threefold classi4cation, 'ut for the most part these are only
variations or com'inations of the three types. In this
connection, it should 'e appreciated that the term @rotor@ or
@rotor system@ refers to a single unit only, composed of
Fust one hu' and the 'lades attached to it. A helicopter
may have more than one main rotorG multiple arrangements
of two, three, four or even more rotors have 'een found on
various aircraft at di+erent times in history, 'ut each rotor
is considered a separate system. For the purposes of the
e=planations that follow :which deal primarily with the
various types of rotor hu's and the workings of cyclic
pitch control; we will 'e concerned primarily with the most
widely used type, the $ikorsky con4guration, which has
Fust one main rotor, in com'ination with a small tail rotor.
The most important part of the system is the hu' at the
center. "ere are concentrated all the forces generated 'y
the movement of the 'lades through the airG aerodynamic,
centrifugal, and inertia factors are involved that create very
great loads which simultaneously pull the 'lades upward
and outward. The hu' is designed, for the most part, to
accommodate and control these forces automatically, and
the working of its mechanism is the very essence of the
helicopter(s mechanical nature. In dealing with the three
'asic types of rotor systems we will descri'e how some of
these forces a+ect the rotor hu'.
The "r!icul"!e$ ro!or system is the oldestG it appeared on
the Autogiros of the .285(s and was incorporated in the
4rst worka'le helicopters of the .2<5(s. :The Autogiro
ancestry of the articulated rotor prompted an earlier name,
the @-ierva rotor.@; Today it is perhaps still the most
widely used type, in one form or another.
In " 'elicop!er (i!' "n "r!icul"!e$ ro!or s*s!e); !'ere "re !'ree #in$s of
)o+e)en! for !'e ro!or %l"$e "s i! !urns "roun$ !'e )"s!: up "n$ $o(n
/:"ppin1; %"c# "n$ for!' in !'e 'ori<on!"l pl"ne /le"$ "n$ lu1; "n$
c'"nes in !'e pi!c' "nle
In this system, e=clusive of the rotation of the 'lades a'out
the mast, each individual 'lade is attached so that it can
move in three di+erent ways a'out the hu'. ,ne movement
is common to almost all helicopters and types of rotor
systemsJ the turning of the 'lades along their spanBwise
a=is, owing to the action of the pilot(s controls, in order to
change the pitch angle. The other two kinds of motion,
however, are not under the pilot(s immediate control. These
are movements the 'lades make in response to the powerful
natural forces acting on the rotor, for which the articulated
hu' provides the necessary mechanisms M speci4cally,
hinges M which permit freedom of movement so the
'lades can @articulate,@ or fap up and down and move 'ack
and forth slightly in the horiAontal plane. The pivot which
permits the upBandBdown movement is usually called the
@fapping@ hinge, while the foreBandBaft pivot, mounted
vertically, which allows the 'lade to move 'ack and forth
slightly in the horiAontal plane, is called the @drag@ hinge.
-l"ppin 'ines in !'e ro!or 'u% 'elp !o "$=us! !'e une.u"l lif! forces in
!'e ri'! "n$ lef! '"l+es of !'e ro!ors circle "s !'e 'elicop!er )o+es
!'rou' !'e "ir in for("r$ :i'!2 T'e 'ines per)i! !'e %l"$es !o rise "n$
f"ll "s !'e* !urn; !'us +"r*in !'e "nle of "!!"c# so "s !o e.u"li<e !'e lif!
forces
The fapping hinge provides the 'lades with fapping
freedom, which permits each 'lade to rise and fall, as it
turns, so the tip rides higher or lower in its circular path.
%hile the hinge may 'e located very close to the center of
the rotor drive shaft, it is more freEuently designed to 'e a
short distance from this center line. This is termed an
@o+set@ fapping hinge, and it o+ers the designer a num'er
of important advantages. The fapping motion is the result
of the constantly changing 'alance 'etween lift, centrifugal,
and inertial forcesG this rising and falling of the 'lades is
characteristic of most helicopters and has often 'een
compared to the 'eating of a 'ird(s wing. ,ne other point
should 'e mentionedG the fapping hinge, in company with
the natural fe=i'ility found in most 'lades, permits the
'lade to droop considera'ly when the helicopter is at rest
and the rotor is not turning over. During fight the
necessary rigidity is provided 'y the powerful centrifugal
force which results from the rotation of the 'ladesG this
force pulls outward from the tip, sti+ening the 'lade, and is
actually the only factor which keeps it from folding up.
Dr"(in s'o(s roo! "!!"c')en! of ro!or %l"$e !o "n "r!icul"!e$ 'u%2
T'e :"ppin 'ine per)i!s e"c' %l"$e !o rise "n$ f"ll "s i! !urns;
"n$ !'e +er!ic"ll* )oun!e$ $r" 'ine "llo(s le"$5l" )o!ion
The vertically mounted drag hinge as we have already
noted, permits each 'lade to move 'ack and forth slightly
in the horiAontal plane independently of the movement of
the other 'lades. The terms @dragging,@ @hunting,@ and
@leadBlag@ are also used to descri'e this movement, which
is necessary to relieve the powerful forces that might
otherwise 'end and even 'reak the 'lades. To prevent this
'ackBandBforth hunting from developing into serious
vi'ration, it is restricted 'y hydraulic dampers which slow
down and @damp@ the movementG this action is very similar
to the damping e+ect of an ordinary hydraulic doorBcloser.
The early Autogiros, incidentally, used friction discs to
accomplish the same thing.
The position that the 'lades actually assume while the
helicopter is in fight o'viously is the result of the various
forces acting upon them. Cormally, the 'lades will 'e
lagged 'ack slightly on the drag hinge and tilted up a few
degrees on the fapping hingeG this upward tilt is termed the
@coning angle@ and is the result of the lifting force pulling
upward on each 'lade while, simultaneously, centrifugal
force is pulling outward. $ince the centrifugal loading is so
much greater, the 'lades only tilt upward a few degrees,
and their path through the air takes the form of a shallow
cone.
The articulated type of rotor is designed to leave the 'lades
as free as possi'le, to avoid trying to restrict their natural
tendencies to fap up and down or move in the horiAontal
plane. ,ne e+ect is that the 'lades can 'e very slender and
light, since great strength is reEuired only to resist the
tension of the powerful centrifugal force pulling along the
span of the 'lade. An articulated 'lade is designed to have
the inertial, centrifugal, and aerodynamic forces developed
in fight all 'alancing a'out the same point on the 'lade
chordMthis is ordinarily oneBfourth of the way 'ack from
the leading edge, or, as it is called, the @Euarter chord
point.@ *alancing the forces in this manner makes it
possi'le for the pilot to control the 'lades with a minimum
of e+ort and tends to hold down vi'ration as well. These
highly desira'le characteristics are reasons why the
traditional articulated rotor is still so widely used.
The other two types of rotors are the semiBrigid and the
rigid :or @hingeless@;. *oth are primary types currently in
use, and 'oth duplicate the function of the articulated rotor.
Though di+erent mechanisms are involved, the aerodynamic
e+ects are essentially the same.
In the se)i5rii$ ro!or :sometimes called a @rocking hu'@
or @teetering@ rotor;, the 'lades are attached rigidly to the
hu' 'ut the hu' itself is free to tilt in any direction a'out
the top of the mast. Although there is no leadBlag
movement, the 'lades can still fap or, in the true sense,
rock up and down in order to compensate for dissymmetry
of lift when moving forward. $emiBrigid rotors have
appeared on helicopters with two, three, and four 'lades
and provide some simpli4cation, although they cause other
pro'lems. ,ne important advantage is the fact that there
are no drag hinges, and therefore no drag dampers are
reEuired. *ut there are complications including the
necessity for providing a type of universal Foint 'etween
the drive shaft and the rotor hu'.
The rii$ ro!or, which until fairly recently was still in the
e=perimental stage, is used in relatively few helicopters. In
theory the rigid rotor is similar to an ordinary propellerG the
'lades are 4=ed to the hu' without hinges and the hu' in
turn is 4=ed to the shaft. ,f the various systems, it is
closest to the elemental concept of the airscrew which
tantaliAed e=perimenters in centuries past. :,'viously, there
can 'e no such thing as a completely rigid rotor, since all
'lades inherently e=hi'it some degree of fe=i'ilityMfrom
a structural viewpoint it would 'e almost impossi'le to
'uild a truly rigid 'lade.; $ince there are no fapping
hinges, or any other provisions for movement at the hu',
other systems have 'een developed to overcome the
uneEual forces on the rotor, including preBconing and
feathering of the 'lades.
&re5conin, as the word suggests, is an arrangement for
presetting the 'lade at a slight upward angle from the hu'
to the tip. This is the same angle that the 'lade would
ordinarily take, due to its coning upward in normal fight.
If the upward tilt for average operating conditions is
determined, and the 'lades mounted on the hu' at this
angle, the 'ending loads can 'e reduced materially. 9reB
coning is thus a fairly simple design approach for dealing
with the stresses on a semiBrigid or rigid rotor.
-e"!'erin, on the other hand, involves the incorporation of
an entirely new mechanism in the rotor head. This system
compensates for the lift di+erential 'etween the advancing
and retreating 'lades 'y reducing the angle of attack as the
'lade starts to rise and decreasing it as the 'lade starts to
fallG this, of course, means that the 'lade has to 'e
mounted on the hu', so that it can 'e rotated along its
spanBwise a=is. As part of the system, the hu' mechanism
can 'e designed so the pitch changes are made
automatically 'y the fapping :in this case the term
@coning@ is sometimes used, as well; of the 'lades as they
turn. As the 'lade starts to fap, it activates linkage which
changes the 'lade(s angle of attack. This techniEue has
'een incorporated in many modern helicoptersG the
arrangement has 'een called @pitchBcone coupling.@
The semirigid and rigid rotor systems represent attempts to
simplify helicopter design, 'ut the end result more often
than not has usually 'een the need for added complications
such as preBconing or pitchBcone coupling, which tend to
defeat the designer(s original aim. This pattern has 'een
repeated over and over again in the development of new
rotor systems and of other parts of the helicopter, as wellG
the designer succeeds in simplifying one mechanism and
4nds that he has to add another device somewhere else in
the system.
The pro'lem of trying to reduce comple=ities that refuse to
'e 'anished has plagued designers since the days of the
4rst helicopters. ,ne e=perimenter, D. ". Naplan, in
writing of the intricacies of the rotor cyclic control system,
summed up one part of the puAAle thusJ @In a cyclicB
controlled rotor, every time the designer tries to deny the
'lade a freedom, it demands compensation somewhere else
in the rotor mechanism. The history of the helicopter is
4lled with attempts to reduce complication... invaria'ly this
turns into a game of -hinese checkers as the designer
feverishly moves the complicated pro'lem from one part to
another, never getting rid of it.@
As with the other mechanisms found on a modern
helicopter, the rudiments of the cyclic system can 'e traced
'ack to the Autogiro, on which the 4rst e+ective rotatingB
wing controls were developed. The designers of the 4rst
Autogiros of the early .285(s did not attempt to control the
rotor 'lades directly. Instead, conventional airplaneBtype
controls were furnishedBrudder, elevators, ailerons mounted
on stu' wingsMand the rotor was controlled 'y the
aerodynamic forces on these surfaces.
$ince the ailerons were outside the propeller slipstream :the
direct 'last of air from the propeller;, at low airspeeds they
were the weakest link in the systemG eventually a method
was devised for o'taining lateral control 'y @rocking@ the
rotor hu' from side to side. This meant that the ailerons
and the stu' wings that supported them could 'e dispensed
with, and the wingless Autogiro appeared.
The rocking head played a part in the development of
cyclic pitch control systems. %hen the system was applied
to some of the early helicopters, it was used for rocking
the head not only from side to side 'ut in all directionsG in
e+ect the hu' was now mounted on a kind of universal
Foint. The idea was that 'y tilting the mova'le head :when
the pilot moved his control stick; the a=is of rotation would
'e inclined slightly from the vertical, and thus its lift
would pull slightly in that direction. "owever, there were
pro'lems when this system was used with the powerBdriven
rotor of a helicopter, caused 'y the drive shaft as it rotated
the tilted hu'. %hen the hu' was tilted the mass of the
rotor was no longer @on center@ over the shaft, and this
caused serious vi'ration. Also, very great control forces
were needed to move the rotor head.
The answer to this was the cyclic pitch control used on the
maFority of helicopters today. It had 'een discovered that
you could get the same e+ect as rocking the hu' 'y
increasing the pitch of the 'lades in cycles as they rotated.
As each 'lade swept through its full <35Bdegree circle, it
changed pitch cyclicallyMthat is, it assumed a high pitch
at one point in the disc and then assumed a low pitch as it
moved around to the opposite position. As the pitch was
increased or decreased, the 'lades rose or fell on their
fapping hinges, thus inclining the disc slightly from its
vertical a=is. The e+ect was that the tip path of the 'lades,
as the rotor whirled around, was very much the same as it
would have 'een with a rocking head rotor inclined in that
direction.
%hat made this approach particularly attractive was that at
the time of this e=perimentation, many rotatingBwing
aircraft, helicopters and rotorplanes alike, were already
furnished with collective pitch control. This was a system
for changing the pitch on all 'lades to the same degree,
simultaneously, in order to take o+ vertically, and the
'lades were therefore mounted on 'earings so they could
'e moved for pitch control along the spanBwise a=is. All
that was needed was the mechanical system for controlling
the pitch of the 'lades cyclically as well as collectively.
The device in a helicopter control system which
accomplishes this, feeding the cyclic control movements to
the rotor hu', is known 'y the rather interesting name of
@swash plate.@ It is a doughnutBshaped unit that 4ts around
the mast, actually consisting of two platesMan upper one
and a lower oneMwith a 'earing 'etween the two. The
upper plate is connected to the rotor hu' 'y rods and
conseEuently it spins around on the 'earing as the rotor
turns. The lower plate is linked to the pilot(s cyclic control
stick system and does not rotate. "owever this lower plate
is mounted on pivotsMeither a spherical 'earing or a
gim'al ringMso that it can 'e tilted in any direction. As
it tilts, the upper plate :which is moving in company with
the hu'; will 'e tilted as well. This results in a constant up
and down movement in the link rods which connect the
upper plate to the hu', accomplishing the cyclic pitch
changes in the 'lades as they sweep around, and thus
transmitting the pilot(s control movements to the rotor.
%hile it is not intended here to delve too deeply into the
design of the cyclic control system, there is another factor
which should 'e considered, since it helps e=plain the
workings of the linkage from the swash plate to the rotor
hu'. This is called the @25Bdegree phase lag@ or time lag.
%hen the pitch of a rotor 'lade is increased, the 'lade does
not immediately rise 'ut has to rotate for appro=imately
another 25 degrees :a Euarter of a revolution; 'efore it
reaches the highest fapped positionG thus, there is a lag of
appro=imately 25 degrees, attri'uted to 'lade inertia and
gyroscopic factors, 'etween the point at which the pitch is
increased or decreased and the point where the full e+ect
registers on the 'lade. )ost helicopters have the control
linkage from the swash plate to the hu' o+set 'y
appro=imately 25 degrees to compensate for thisG the pitch
change is fed into the rotor at a point oneBEuarter of a
revolution early in the plane of rotation. For e=ample, when
the pilot pushes the cyclic control stick forward so as to
incline the rotor forward, as each 'lade comes around it
will receive the decrease in pitch at the 25Bdegree point on
the right :advancing; side and the increase in pitch at the
opposite point on the left :retreating; side. *ecause of the
time lag, each 'lade is in its highest fapped position
directly over the tail of the helicopter and its lowest fapped
position directly over the nose. This, of course, inclines the
rotor disc forward as desired to propel the helicopter into
forward fight.
In connection with the design of cyclic systems, one vital
consideration is that the forces and loads acting on the tip
of the 'lade are hundreds of times greater than the control
forces which can 'e transmitted from the hu' to the 'lade.
The tip is going to go where it pleases, and the hu' must
'e designed either to provide it with mechanical freedom
through the use of hinges or, through structural fe=i'ility,
to move as it must under its dynamic loads. &ven the soB
called rigid rotor tends to 'ehave like an articulated rotor
'ecause of the 'ending of the 'lades. :A 'lade rigid
enough to resist these forces would 'e too heavy to fy.;
There is one important structural rigidity, however, that is
essential to the correct functioning of a cyclic control
system. The 'lade must 'e constructed so that it will not
twist when pitch changes are made at the hu'G it must have
what a designer calls @torsional rigidity.@ If the 'lade failed
to have this sti+ness it would not 'e possi'le to transmit
the pitch changes from the hu' along the span of the 'lade
out to the tip. Cevertheless, as with many of the 'asic
concepts in rotor design, there are e=ceptions to this rule.
,ne important e=ample is the torsionally fe=i'le 'lade
used on some helicopters. %ith this system a type of pitch
control is used that reEuires a 'lade that is deli'erately
fe=i'le in torsion. ,n these rotors the pitch control is
accomplished 'y actually warping the 'lades through the
leverage o'tained from a small, controlla'le, aerodynamic
surface mounted on the trailing edge of the 'lade, similar
to the trim ta' used on airplane control surfaces.
Groun$ e>ec!
The high power reEuirement needed to hover out of ground
e+ect is reduced when operating in ground e+ect. !round
e+ect is a condition of improved performance encountered
when operating near :within .D8 rotor diameter; of the
ground. It is due to the interference of the surface with the
airfow pattern of the rotor system, and it is more
pronounced the nearer the ground is approached. Increased
'lade eLciency while operating in ground e+ect is due to
two separate and distinct phenomena. First and most
important is the reduction of the velocity of the induced
airfow. $ince the ground interrupts the airfow under the
helicopter, the entire fow is altered. This reduces
downward velocity of the induced fow. The result is less
induced drag and a more vertical lift vector. The lift
needed to sustain a hover can 'e produced with a reduced
angle of attack and less power 'ecause of the more vertical
lift vectorJ
The second phenomenon is a reduction of the rotor tip
vorte=J
%hen operating in ground e+ect, the downward and
outward airfow pattern tends to restrict vorte= generation.
This makes the out'oard portion of the rotor 'lade more
eLcient and reduces overall system tur'ulence caused 'y
ingestion and recirculation of the vorte= swirls.
otor eLciency is increased 'y ground e+ect up to a
height of a'out one rotor diameter for most helicopters.
This 4gure illustrates the percent increase in rotor thrust
e=perienced at various rotor heightsJ
At a rotor height of oneBhalf rotor diameter, the thrust is
increased a'out 1 percent. At rotor heights a'ove one rotor
diameter, the thrust increase is small and decreases to Aero
at a height of a'out . .D7 rotor diameters.
)a=imum ground e+ect is accomplished when hovering
over smooth paved surfaces. %hile hovering over tall grass,
rough terrain, revetments, or water, ground e+ect may 'e
seriously reduced. This phenomenon is due to the partial
'reakdown and cancellation of ground e+ect and the return
of large vorte= patterns with increased downwash angles.
Two identical airfoils with eEual 'lade pitch angles are
compared in the following 4gureJ
The top airfoil is outBofBgroundBe+ect while the 'ottom
airfoil is inBgroundBe+ect. The airfoil that is inBgroundB
e+ect is more eLcient 'ecause it operates at a larger angle
of attack and produces a more vertical lift vector. Its
increased eLciency results from a smaller downward
induced wind velocity which increases angle of attack. The
airfoil operating outBofBgroundBe+ect is less eLcient
'ecause of increased induced wind velocity which reduces
angle of attack.
If a helicopter hovering outBofBgroundBe+ect descends into a
groundBe+ect hover, 'lade eLciency increases 'ecause of
the more favoura'le induced fow. As eLciency of the rotor
system increases, the pilot reduces 'lade pitch angle to
remain in the groundBe+ect hover. Less power is reEuired
to maintain however inBgroundBe+ect than for the outBofB
groundBe+ect hover.
LIMITATIONS
There are a num'er of factors that govern the ma=imum
speed of a helicopter J
Dr" In aerodynamics, drag is the force opposing thrust.
Drag is present in helicopters in two main typesJ
"2 &"r"si!e $r" 9arasite drag is the drag forces created 'y
the components that protrude into the airfow around the
helicopter. *ecause this drag is opposing thrust it is
reducing the amount of thrust availa'le to make the
helicopter fy faster. 9arasite drag includes the landing gear,
antennas, cowlings, doors, etc. The shape of the fuselage
will also produce parasite drag. ,n later helicopters where
the manufacturer has attempted to raise the speed of the
helicopter, the landing gear is retracta'le to reduce the
amount of parasite drag produced. !enerally, for a given
structure, the amount of parasite drag is proportional to the
speed that the structure is passing through the air and
therefore parasite drag is a limiting factor to airspeed.
%2 &ro?le $r" 9ro4le drag is the drag produced 'y the
action of the rotor 'lades 'eing forced into the oncoming
airfow. If a rotor 'lade was cut in half from the front of
the 'lade :leading edge; to the rear of the 'lade :trailing
edge;, the resulting shape when looking at the crossBsection
is considered to 'e the 'lade @pro4le@. For a rotor 'lade to
produce lift, it must have an amount of thickness from the
upper skin to the lower skin, which is called the @cam'er@
of the 'lade. In general terms the greater the cam'er, the
greater the pro4le drag. This is 'ecause the oncoming
airfow has to separate further to pass over the surfaces of
the rotor 'lade. The 'lade pro4le for a given helicopter has
'een designed as a compromise 'etween producing
suLcient lift for the helicopter to ful4l all of its roles, and
minimising pro4le drag. To alter the amount of lift
produced 'y the rotor system, the angle of attack must 'e
altered. As the angle of attack is increased then the pro4le
drag also increases. This is generally referred to as
@induced drag@, as the drag is induced 'y increasing the
angle of attack.
Re!re"!in Bl"$e S!"ll To understand retreating 'lade stall
it is 4rst necessary to understand a condition known
as@Diss*)e!r* of Lif!@. -onsider a helicopter hovering in
still air and at Aero ground speed. The pilot is maintaining
a constant 'lade pitch angle with the collective pitch
control lever and the aircraft is at a constant height from
the ground. The airfow velocity over the advancing 'lade
and the retreating 'lade is eEual.
If the tip of the advancing 'lade is travelling at <55mph
then the tip of the retreating 'lade must also 'e travelling
at <55mph. The velocity of the airfow over the 'lade is
progressively reduced as we look closer toward the root
end of the 'lade :toward the rotor hu'; as the distance that
the o'served point has to travel around the circle is
reduced.
In this condition the amount of lift 'eing generated 'y each
'lade is the same 'ecause the amount of lift produced is a
function of velocity and angle of attack. "owever, if the
helicopter started to move forward then the airfow velocity
over the advancing 'lade would 'e increased 'y the
amount of the forward speed as the 'lade is moving in the
opposite direction to the fight. If the helicopter was then
travelling forward at .55mph, then the airfow at the
advancing 'lade tip would 'eJ
0elocity induced 'y the
'lades turningJ
<55m
ph
9lus the velocity from
forward fightJ
.55m
ph
Total e+ective velocity at 755m
the tipJ ph
At the retreating 'lade the velocity is reduced 'y the
amount of forward speed as the 'lade is travelling in the
same direction as the airfow created 'y forward fight. $o
the tip is now e+ectively travelling at 855mph, or half the
speed of the advancing 'lade. From the Formula for Lift, it
is known that the amount of lift produced varies as the
sEuare of velocity. From the e=ample a'ove this means that
the advancing 'lade will produce four times more lift than
the retreating 'lade. If this situation was not corrected, the
helicopter could not fy forward in a straight line when
forward fight was attempted. :It would actually pitch noseB
up, 'ut that(s another storyO;
To correct for this the rotor system is allowed to @fap@
where'y one 'lade tip can rise a'ove the other with
reference to the rotor plane of rotation. The e+ect this has
is to reduce lift on the advancing 'lade and increase lift on
the retreating 'lade. The lift across 'oth 'lades is then
eEualised.
Cow that we understand @Dissymetry of Lift@, we can look
at retreating 'lade stall. Pou will recall that the retreating
'lade has a lower airfow velocity than the advancing 'lade
in forward fight. If we were to accelerate our helicopter
from the a'ove e=ample to <55mph, then the advancing
'lade would have an airfow velocity of 355mph, and the
retreating 'lade would 'e Aero. For the 'lade to produce
lift it must have some airfow over it, so in this case the
'lade would @stall@. $tall is a condition where there is a
'reakdown of smooth laminar airfow over the surfaces of
an aerofoil :rotor 'lade;.
%ith each 'lade entering a stall condition as it passed
down the left side of the helicopter, forward fight could
not 'e maintained at this speed. *efore the 'lade actually
stalled it would produce a series of harsh vi'rations known
as @'u+eting@. %hen a manufacturer produces a new
helicopter, the speed at which this 'u+eting will occur is
esta'lished during fight test trials and a lower 4gure is
su'seEuently pu'lished which is commonly known as 8NE
or 8eloci!* 5 Ne+er EAcee$ . This esta'lishes a safety
margin 'elow the speed where retreating 'lade stall may
occur.
Air:o( Re+ers"l Airfow eversal will normally occur
'efore retreating 'lade stall. Pou will recall that the airfow
velocity is progressively reduced along a 'lade from 'eing
highest at the tip, to lowest at the root end.
If the velocity is <55mph at the tip, it is feasi'le for the
velocity to 'e as low as .55mph at the root. Therefore
when forward speeds as low as .55mph :appro=. 35 Nts;
are encountered, the root end of the 'lade is e+ectively
stalled. %hen higher speeds are attempted, the airfow
across the root end of the 'lade can actually reverse and
travel from the trailing edge to the leading edge. This is
'ecause the airfow velocity produced 'y the forward speed
is greater than that 'eing produced 'y the rotor 'lades
turning. Airfow reversal is counterBproductive to producing
lift and rotor thrust.
To reduce the e+ects of lift variations from the root to the
tip of a 'lade the manufacturer will either twist the 'lade
along its length, or apply a taper to the 'lade. Twist is the
reduction of angle of attack from the root to the tip.
emem'er that lift increases with velocity and angle of
attackQ *ecause the tip is travelling faster than the root, the
angle of attack must 'e reduced toward the tip to maintain
the same amount of lift at the tip and the root ends. Taper
is the gradual reduction of the width of a 'lade from the
leading edge to the trailing edge. A straight line drawn
from the centre of the leading edge to the centre of the
trailing edge is called the @-hord Line@. *y reducing the
chord line from the root to the tip, less surface area is
availa'le for the airfow to act on to produce lift.
,n higher speed helicopters :%estland Lyn=;, the root end
of the 'lade is a 'lade spar and attachment area only. The
aerofoil shape does not start until several feet out from the
centre of the rotor system. This is done to reduce the
e+ects of airfow reversal 'y placing the liftBproducing
surface further out where the rotational velocity is higher.
Air Co)pressi%ili!* Air is a gas and therefore conforms to
the properties of a gas, namely the a'ility to 'e
compressed. %hen studying aerodynamics however, air
must also 'e considered to have some of the properties of a
fuid. A fuid has far less compressi'ility than a gas.
%hen the airfow over a rotor 'lade strikes the leading
edge, it is split into two streams, which then pass a'ove
and 'elow the 'lade. At lower speeds, this splitting action
occurs relatively easily reEuiring little energy. As speeds
increase, the air striking the leading edge tends to 'e
compressed 'efore separating into two streams. Think of
this as slapping your hand onto a water surface. If you
chop your hand into the water, like a karate chop, you can
separate the water fairly easily. If you slap your open hand
onto the water however, it takes considera'ly more force to
su'merge your hand. The airfow at the leading edge is
very similar. As the air at the leading edge is progressively
compressed, it reEuires considera'ly more rotor thrust for
the 'lade to separate the airfow into two streams.
C*clic Con!rol S!ic# $esin "elicopter designers are
forever trying to 4t more eEuipment into the cockpit of a
helicopter to satisfy market demands. At the same time,
they are trying to minimise the weight of the aircraft so
that it can carry and lift more. %hen designing the pilot
and copilots workstations the designers attempt to place the
controls in a position where the crew can easily and
comforta'ly operate all controls without e=cessive reaching
or stretching. This places limitations on the amount of
movement availa'le at the cyclic control stick.
The designers could feasi'ly arrange the controls such that
very small amounts of stick movement were reEuired for
normal fight, 'ut this would make control in the hover
very diLcult as the controls would 'e super sensitive to
small inputs. For this reason, the controls are arranged so
that a reasona'le control movement is availa'le, generally
3B6 inches of stick movement depending on the particular
aircraft model.
A+"il"%le Enine &o(er The engine system in a helicopter
is reEuired to provide power for a range of demands, not
only the rotor system. In the rotor system, thrust is reEuired
to overcome drag. As speed is increased, so does drag. If
more power is availa'le to overcome drag, then potentially
the helicopter can fy faster.
It can 'e seen that from these factors that it is very
diLcult for helicopter designers to increase the ma=imum
speed of a helicopter as many factors are 'eyond their
control. )uch research and development has occurred in
areas such as reducing drag, 'etter rotor 'lade designs and
increasing availa'le engine power.
The current %orld "elicopter $peed ecord is held 'y the
%estland Lyn= at 8.1./ Nts :758 kmDh; using specially
designed highBspeed rotor 'lades.
USES O-
HELICO&TER
Kern County (California) Fire Department Bell !" #ropping $ater on fire