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THE DEVELOPMENT
OF MORPHING AIRCRAFT
BENEFIT ASSESSMENT
3
Fabian Peter, Eike Stumpf
RWTH Aachen University, Aachen, Germany
CHAPTER OUTLINE
1 Experiments as Basis for Morphing Progress .................................................................................... 103
2 The Advent of Transonic Methods .................................................................................................... 105
3 Automated Methods as Enabler for Large Scale Studies .................................................................... 113
4 Reintroduction of Flexible Materials ................................................................................................ 114
5 The Final Step to Industrial Application ........................................................................................... 118
References ........................................................................................................................................ 119
NOMENCLATURE
ACTE adaptive compliant trailing edge
CD drag coefficient
CL lift coefficient
C∗p critical pressure coefficient
FEM finite element method
L/D lift to drag ratio
Ma Mach number
MAW mission adaptive wing
NASA National Aeronautics and Space Administration
RBM root bending moment
Re Reynolds number
VCCTEF variable camber continuous trailing edge flap
be possible without morphing. The wing planform and camber of birds change dramatically and con-
tinuously with every change in flight conditions [1]. In addition, the structures and materials used in
early aviation (e.g., wood and canvas) were somewhat flexible and allowed for a relatively easy de-
formation. In the 1890s, experiments were conducted to achieve roll control of gliders with wing warp-
ing by Montgomery. The best-known example, which is cited in most publications about morphing as
an early application, is the Wright Flyer and its first powered flight in 1903. Here the Wright brothers
realized roll control by asymmetrical deformation of the outboard wing sections [2]. In a report in 1920,
Parker was one of the first to address the challenge that increasing aircraft cruise speeds posed toward
the requirement of an acceptable landing speeds. He cited three possible approaches for this problem:
the variation of incidence angle of the wing relative to the fuselage, increasing the surface of the wing,
and variable camber. He chose a mechanical concept that he described as variable camber. The intent
would be to deform a surface (i.e., the upper surface of a biplane) in a way that offers little drag and lift
at high speed but high lift with the necessary drag at low speeds. He envisioned a design by which the
surface is beneficially deformed by aerodynamic loads of the different flight attitudes integrating flex-
ible elements into the wing structure (see Fig. 1). Such a design would require no external control
mechanisms. The design was tested but did not find its way into a commercially successful airplane [3].
Another example of early geometry changes was the telescopic wing presented by Makhonine in
1931. The concept was integrated into an airplane called Makhonine Mak-10, which conducted test
flights in 1932 [4].
Since then, morphing has constantly been part of aviation research, but morphing by deformation
shifted out of focus with the appearance of rigid structures and materials, which do not respond well to
large deformations. However, morphing by the deflection or shifting of rigid elements stayed an es-
sential part of aircraft design. Even the deflection of an aileron or the deployment of a movable landing
gear could be interpreted as morphing, making it a part of current civil aviation. However, the general
interpretation of the term morphing is a large deformation of parts of the aircraft or continuous deploy-
ment of control surfaces. The need to change the geometry of the wing increases with the difference in
flight conditions in which an aircraft has to operate.
The most fundamental change is the difference between a high cruise speed to a low landing speed.
For this reason, with the increase in aircraft’s cruise speed, high lift devices were introduced.
FIG. 1
Parker variable camber wing [3].
2 THE ADVENT OF TRANSONIC METHODS 105
FIG. 2
Bell X-5 variable sweep test aircraft [6].
Subsequently, the swept wing enabled speeds approaching and exceeding the sound barrier. The dif-
ficult low-speed handling qualities of highly swept wings of military supersonic aircraft called for a
change of sweep angle during flight.
The first example for this technology was the Bell X-5 in 1951. Based on a captured Messerschmitt
P.1101, whose wing sweep could be altered on the ground, the Bell X-5 could vary its wing sweep angle
from 20 to 60 degrees (see Fig. 2). Because the center of pressure moved with variation of the sweep,
the wings were mounted on rails in order to move forward, resulting in a complex mechanism. The X-5
had a successful test career and provided important data, building the basis for the introduction of var-
iable sweep in military aircraft [5].
Variable sweep wings found application in several western and eastern military production designs,
one of the first being the General Dynamics F-111 Aardvark. With the feasibility of high speeds and the
emerging possibilities of transonic wind tunnels and theoretical methods for transonic and supersonic
flow calculations, more research was focused on the economics of airfoils at different speeds. This led
to large-scale research projects.
FIG. 3
General Dynamics F-111 Aardvark with the mission adaptive wing [10].
flight conditions by integration of the mission adaptive wing (MAW) as shown in Fig. 3. For this pur-
pose, the wing of the F-111 was equipped with a smooth variable camber leading and trailing edge [8].
The forward 20% of the wing chord could be uniformly deflected 5 degrees up and 30 degrees down.
The aft 40% of chord could be deflected from 7.5 degrees to 25 degrees with a restriction of 1 degrees/
foot of span. [9].
The goal of the variable camber application was to achieve lift to drag ratio (L/D) improvement,
integral roll control, maneuver load control, direct lift mode (increased lift without increased angle of
attack), and gust alleviation. Flight test results comparing the TACT with the AFTI are shown in Fig. 4.
For a lift coefficient (CL) of 0.5, as indicated by the dashed line, a reduction of trimmed drag coefficient
(CD) of more than 8% compared to the TACT drag was achieved. The increase in weight for the in-
tegration of the MAW type leading and trailing edge was stated to be 94 lb. (42.6 kg). The F-111’s
original wing, which was equipped with a Krueger flap and a single slotted Fowler flap, weighed
9068 lb. (4113.2 kg), showing an increase in weight of about 1%. [11].
Variable sweep wings are still in operation in current military aircraft, such as the Panavia Tornado
from 1974. With complex and heavy hinge mechanisms, variable sweep wings never found their way
1.20
AFTI/F-111
1.00
Trimmed lift coefficient
TACT/F-111
0.80
0.60
0.40
0.20
0.00
0.00 0.05 0.10 0.15
Trimmed drag coefficient
FIG. 4
Lift to drag improvement for mission adaptive wing [11].
2 THE ADVENT OF TRANSONIC METHODS 107
into civil aviation and were replaced by delta wings in most military applications. However, they were
essential for enabling high speeds. In civil aviation, the methods developed for transonic speed regimes
showed the potential of fixed camber change for higher Mach numbers. These methods were applied
during the development of the Airbus A310, and then were used to identify potential improvements for
the Airbus A300-B4. The A300-B4’s wing was developed with theoretical subsonic tools, extensive
wind tunnel testing, and experiences made during the development of the Trident and HS 125.
A certain amount of rear loading was already applied in the A300-B4’s original wing, however, the
methods available in the 1980s allowed for further optimization of the airfoil. It was found that an in-
crease in camber of the trailing edge moved the shock aft and increased the area of supersonic flow.
Consequently, the camber of the A300-600 was increased. The increase was stronger inboard and smal-
ler outboard. The result on the drag can be described by a rotation of the polar in a CL versus CD di-
agram similar to Fig. 4. The increase in camber results in a rotation of the polar around a specific point
situated on the polar. In order for the change to be beneficial, the point has to be at lower CL than the
intended cruise CL, thereby shifting the polar points of higher CL values to smaller CD values. The
position of the rotation point is dependent on the Reynolds number (Re) and moves to higher CL values
with increasing Re. This was confirmed by flight tests with a modified A300-B4. In total, the aerody-
namic improvements, which also included other changes such as the elimination of boundary layer
fences and measurements for parasite drag decrease, amounted to an L/D improvement of 6% [12].
Furthermore, the stronger camber increase inboard changed lift distribution and reduced wing root
bending moment (RBM) by 2.4% [13].
The advances in 2D airfoil analysis were also beneficial for the improvements for helicopter blades.
Furthermore, the application of camber variation is very attractive for helicopters. This is explained in
more detail in a publication of Awani from 1982 [14]. He describes the inherent problem of very dif-
ferent flow conditions for advancing and retreating blade and the resulting necessary compromise for a
fixed airfoil selection (see Fig. 5). For the advancing blade, compressibility effects dominate the design
choice; for the retreating blade, blade stall is the aspect with the strongest impact on the airfoil choice.
The study by Awani presents an integration of a simple flap geometry in the Vertol VR-7 rotor
blade. The flap extents from 50% chord to the trailing edge of the blade and is able to deflect 20 degrees
downward. The chord length is a compromise between small deflections and large flap chords with the
goal of achieving the desired camber change (Fig. 6).
The analysis was conducted with computational methods and yielded a reduction of necessary
power in hovering flight of 2.6%. Helicopter blades are still an area of research for morphing, incor-
porating piezo elements for actuation and with the long-term goal of reducing the complex and main-
tenance intensive rotor kinematics and decreasing vibrations and noise (e.g., [16]). In the following, the
scope is set on fixed-wing aircraft.
Another NASA program including variable camber was the X-29 (see Fig. 7), which had its first
flight in 1984 and the second in 1989. While the most obvious design features were the planes forward-
swept main wings and its canards, it also featured discrete variable camber flaperons (see Fig. 8). In
comparison to the AFTI smooth variable camber, the discrete variable camber was introduced to the
X-29 because of its lower cost. While offering a smooth upper surface at design conditions, its penalties
at off-design conditions are described to be minor. In addition to the performance optimization over-
large CL regimes, an additional goal for the variable camber application in the X-29 was the usage for
roll control [17]. Because of the many highly innovative design features of the X-29, it was difficult to
allocate performance improvements to specific technologies [18].
108 CHAPTER 3 THE DEVELOPMENT OF MORPHING WING RESEARCH
AND TECHNOLOGY
1.2
Retreating
blade stall
Region II
Lift coefficient, CL
0.8 Hover
0.4 Region I
Forward
flight
0
0.2 0.4 0.6 0.8 1.0
Mach number, Ma
Compressibility
–0.4 effects on
advancing blade
FIG. 5
Influence of lift coefficient and Mach number on rotor aerodynamics [15].
Blade forward C
section 0.9R .50C df Radius = .1060C
line
e
ing Undeflected flap
ph
Fla Flap to control
rotor lift (d f = 20°)
Chord Hinge d f = 20°
Pilot input to flap deflection line axis Deflected
(standard control motions flap
with swashplate mechanisms)
FIG. 6
Helicopter blade variable camber concept [14].
The knowledge gained by research for transonic airfoils and NASA research aircraft featuring var-
iable airfoils showed the potential of variable camber. Consequently, the focus of research in the field
of morphing for civil aviation shifted to the topic of variable camber. Fundamental experiments were
conducted to improve the understanding of the camber influence and the design of specific variable
camber airfoils. The basic phenomenon is that, for constant lift, the minimum drag is situated at higher
CL with increasing camber. This can be explained by the increase in rear loading, which reduces local
velocities and hence skin friction at the leading edge. Therefore, the relatively sharp optimum of a fixed
2 THE ADVENT OF TRANSONIC METHODS 109
FIG. 7
Grumman X-29 [17].
Full up
Forward
position
Cruise
position
Maneuver
position
Full down
position
FIG. 8
The X-29’s discrete variable camber flaperon [17].
wing L/D versus CL graph can be changed to a rather flat optimum for a variable camber wing. If the
improvements are located at higher CL, which is the case in most studies, the buffet onset is also
delayed to higher CL. The increase in camber is sensible until trailing edge separation occurs. Also
taking into account the relaxation of the design compromise of a fixed wing and restraints for maneuver
loads, Szodruch states L/D improvements of 3%–9%, a buffet boundary increase of 12% and a block
fuel reduction of 5%. The studies also showed that a continuous camber change is not necessary be-
cause most of the improvements are already reached when the camber setting is changed two times
during a short-range mission [19].
Greff published an extensive study about the opportunities for variable camber in civil aircraft fam-
ilies in 1990 [20]. The primary motivation for this publication was the application of variable camber
on a wing that can be used for medium- and long-range aircraft. The wing of an aircraft family has to be
110 CHAPTER 3 THE DEVELOPMENT OF MORPHING WING RESEARCH
AND TECHNOLOGY
large enough to meet the requirements of the largest family member, which is usually the most
stretched version. The specific design tasks in the focus of the Airbus engineers in that period was
the common wing for the Airbus A330 and the Airbus A340. For smaller planes of the family, this
wing means a design compromise. This compromise is accepted since the wing contributes more than
50% of the development cost, 45% of structural weight, and 60% of the drag. Hence, a common wing as
basis for an aircraft family offers large cost savings. The concept of the MAW is too expensive and
complex for civil transport aircraft, which spend most of their cruise flight in patterns of relatively
similar speed and altitudes. Furthermore, the need for lift enhancement during take-off and landing
is larger for civil transport aircraft than for fighter planes, thereby an application of the MAW concept
would conflict with high-lift devices needed for transport aircraft. For this reason, variable camber re-
search focused on the use or modification of conventional trailing edge components in order to min-
imize development effort. The concept introduced by Hilbig [21] and analyzed by Greff makes use of
an additional rotation track that enables the Fowler flap to rotate and translate for a limited amount
during which no gap occurs between flap and spoiler (see Fig. 9) [20].
FIG. 9
Greff and Hilbig variable camber concept [20].
2 THE ADVENT OF TRANSONIC METHODS 111
VC-design
Dragrise in
Conventional Max. Reduced super- off-design
transonic design mach-no. sonic region CP
−1.2
−0.4 Moderate
CP
Subsonic
−0.2 recompression
(separation)
0
0.2
Greff states that special attention has been paid to the airfoil design for variable camber application.
Highly loaded airfoils with large supersonic flow regions are prone to trailing edge separation, espe-
cially if the hinge position of the varied surface is close to the shock position. Also, the regions around
the critical pressure coefficient (Cp∗) should exhibit small gradients to guarantee a stable shock for off-
design conditions. The rear loading of the lower surface should be decreased to counter the increase in
pitching moment. These goals are illustrated in Fig. 10.
A crossover point (where a benefit of the variable camber polars exists) below the design CL would
be achieved only if these aspects are taken into account. For this reason, an airfoil was designed spe-
cifically for the VC application. The basis for comparison was a highly loaded airfoil designed for a
local CL of 0.6 and a local Mach number of 0.74. The VC airfoils design point was chosen at a lower
local CL of 0.48 in order to enable the performance increase by deflection for higher CL. The VC airfoil
already had a 4% lower minimum drag compared to the basic airfoil. Without varying the flap deflec-
tion, the VC airfoil showed higher drag for higher CL than the basic airfoil. This clarifies that the VC
specific airfoil has to be operated with deflection for its optimum performance. With flap deflections,
the variable camber airfoil showed superior drag characteristic. Taking into account the increased trim
drag, because of the increase in rear loading by deflection, an L/D improvement of 4% was determined
112 CHAPTER 3 THE DEVELOPMENT OF MORPHING WING RESEARCH
AND TECHNOLOGY
for the family common wing and for long-range aircraft. As control, a simple table lookup function was
proposed, providing the flap deflection at a specific speed, weight, and atmospheric data. Further ben-
efits discussed but not taken into the final assessment were the possible reduction of RBM with a pos-
sible manufacturing weight empty reduction of 1.5%–2%, drag decrease by a 1 degrees reduced wing
root setting affecting fuselage drag, and the possible reduction of horizontal and vertical stabilizer area,
which is connected to a decrease in wing area. Subsequently, a variable camber benefit of 3%–6%
block fuel reduction is stated as expectation for the use in a medium- and long-range family
application [20].
Greff did state in his 1990s publication that although a spanwise differential variable camber might
be advantageous with respect to load alleviation and offer opportunities to adjust to impacts of engine
integration influences, the increase in complexity did not justify an application at that time.
Spillmann concentrated on the application of a spanwise differential camber in a publication in
1992. He noted that birds are able to cope with their very different flight attitudes not only by varying
the angle of incidence but also by varying camber across the span. Most of the mission of a civil trans-
port aircraft takes place in level flight, which determines the performance with respect to aerodynamic
efficiency. However, the structure of the wing is determined by very brief periods of maneuvers and
gusts. In these situations, the aerodynamic optimum lift and load distribution along the span is unfa-
vorable from a structural point of view. If load distribution could be altered, e.g., load shifted toward the
wing root, the structural weight of the wing could be reduced. Studies at Cranfield University incor-
porating this approach resulted in a 10% wing weight reduction for a 150-passenger aircraft, including
weight increases of 25% for the flap structures and 10% for the flight control system [22].
Rossow presents a quite dramatic geometry change in his publication from 1991 [23]. He proposes a
nose flap and a trailing edge flap that deflect from the upper surface from the airfoil in order to establish
and trap a vortex (see Fig. 11). The resulting flow field is stated to achieve CL values up to 6.
Kutta
Equilibrium point
condition satisfied yAF/c
at tip of flap for vortex and sink
1
Rear
Nose flap stagnation
Airfoil point of
separation
U∞
bubble
xAF/c
−2 −1 0 1 2
Studies were conducted on a 2D model in a water tunnel and showed that a vortex could be estab-
lished when fluid was removed through a sink at the center of the vortex. A former publication dis-
cussed the use of only one single flap at the front of the airfoil [24]. The aft flap was found to be
beneficial to limit the extent of the vortex. Furthermore, with the aft flap, the sink was necessary only
to establish the vortex.
Furthermore, the wing structure weight was estimated to be reduced by 2% through the application of
the trailing edge devices for active load alleviation [28].
FIG. 12
Beechcraft Premier I Model at the UWAL [35].
different active trailing edge devices on a wind tunnel model of the Beechcraft Premier I [35]. The
Beechcraft Premier I is a light business jet that had its first flight in 1998 with a maximum cruise
Ma of 0.5. An existing wind tunnel model (see Fig. 12) was tested at the University of Washington
Aeronautical Laboratory (UWAL).
The four concepts tested were trailing edge wedges, distributed lower surface wedges, a slotted flap,
and a cruise tab. Different trailing edge geometries were attached to the wing for each concept. The
wind tunnel tests were accompanied by transonic CFD-calculations. The cruise tab was the most ben-
eficial wing modification. The results showed that the optimum deflection of the tab is strongly depen-
dent on Ma. A fuel burn reduction of 1.5% was estimated (see Fig. 13). Furthermore, the cruise speed
could be increased by 2–4 knots, leading to additional operational benefits.
The kinematic actuation also was investigated. An electrical actuation was judged to be beneficial,
because of the existing electrical flap actuation of the Beechcraft Premier I and because of easier re-
alization of locking the position after reaching a target deployment. The integration study into the Pre-
mier I is a conservative example because of the small space available in the flap. Further challenges
included the tapered outboard flap and the connections of the tab actuation in the flap panel.
A kinematic actuation with simple pushrods for the inboard flap and bell cranks on the tapered outboard
flap was devised (see Fig. 14). A single interconnected rod could drive the actuators in each flap.
To increase of the credibility of expected benefits, flight tests are an absolute necessity as the un-
conventional technology of morphing matures. In 2006, the FlexSys Company began flight tests of a
morphing airfoil carried by White Knight Aircraft [36]. The goal was to demonstrate the capability of
the L/D increase from the improved camber setting as well as increase of laminar flow region for higher
CL. For this reason, a natural laminar flow airfoil was selected, one that can reach laminar flow up to
65% chord on the upper airfoil side and 90% chord on the lower. Since the application being considered
was on a high-altitude, long-endurance reconnaissance aircraft, Ma were relatively low, with a
116 CHAPTER 3 THE DEVELOPMENT OF MORPHING WING RESEARCH
AND TECHNOLOGY
3
% Reduction in fuel burn (baseline - cruise tab)
Notes:
(1) Comparison is between baseline and cruise tab
configurations
(2) All missions performed using max takeoff weight
(3) All missions direct climb to 41,000 feet.
(4) ISA conditions throughout mission
2 (5) NBAA IFR 100 nm alternate reserves
Note: The cruise tab configuration performs at Long range cruise mission
2–4 knots faster than the baseline mission in High speed cruise mission
both HSC and LRC missions.
0
0 200 400 600 800 1000 1200 1400
Mission length - nautical miles
FIG. 13
Beechcraft Premier I cruise tab modification results [35].
FIG. 14
Beechcraft Premier I cruise tab actuation concept [35].
4 REINTRODUCTION OF FLEXIBLE MATERIALS 117
FIG. 15
FlexSys adaptive compliant trailing edge on NASA Gulfstream GIII Aircraft [37].
maximum of 0.55. The variable camber function was realized by a deformable trailing edge extending
from 70% to 100% chord, driven by two electrical servomotors inside the flap. The internal structure
deforms as a whole, and differential flap setting and actuation speeds of 30 degrees/s are possible. This
would enable later use for load alleviation for RBM reduction and gust load alleviation. No more details
of the kinematics causing the deformation were given. The tested wing section had a span of 50 in. and
a constant 30-in. chord. A wake probe collected the airfoil momentum deficit and hot film sensors de-
termined boundary layer transition location. The results showed that the region of laminar flow could
be increased by 10% compared to a fixed trailing edge. FlexSys continued with the morphing trailing
concept. In cooperation with NASA, a flight test campaign was planned in order to validate structural
effectiveness and airworthiness of an adaptive compliant trailing edge (ACTE). The ACTE was
designed to replace the conventional Fowler flap on NASA’s subsonic research aircraft testbed, which
is based on a Gulfstream G-III (see Fig. 15).
The ACTE consisted of five main elements: the main flap section, a connection spar, the actuation
system, and two transition sections connecting the inboard and outboard edges of the flap section to the
main wing without a gap. The dimensions of ACTE are given as a 19 ft span and 2 ft chord. After
the creation of finite element methods (FEMs) of the ACTE, ground vibration tests were conducted.
For the aeroelastic analysis, the joined ACTE and aircraft FEM were coupled with a linear panel
method. Flight tests were undertaken from Nov. 2014 to Apr. 2015. The ACTE were not actuated
in flight, but on the ground between flights. In order to excite the structure in the relevant frequencies,
multiple maneuvers were conducted including roll, pitch, yaw. The collected data showed that the
ACTE was airworthy from a structural point of view [37].
The effort of developing morphing trailing edge devices is mainly motivated by the long-term goal
of integration in large civil aircraft. Apart from practical experiments, which approach the topic with
increasing size of flight tests, the theoretical research focuses on the optimization of concepts and the
refinement of the applied methods. One example is NASAs variable camber continuous trailing edge
flap (VCCTEF) concept [38] (Fig. 16).
118 CHAPTER 3 THE DEVELOPMENT OF MORPHING WING RESEARCH
AND TECHNOLOGY
FIG. 16
Variable camber continuous trailing edge flap [39].
Early predictions for the VCCTEF state benefits up to 9.8% for an aircraft comparable in size to a
Boeing B757 and aerodynamic analysis with vortex lattice methods [40]. Another example is the re-
search of the University of Milano. Gaspari published several papers presenting the combination of
airfoil design optimization methods, including the internal compliant structures to achieve the desired
deformation, and aeroelastic analysis [41–43].
increasing the level of assessment from a sole aerodynamic view to the overall aircraft level. Aspects of
weight implications because of changes in the system architecture (e.g., kinematics, actuation, power
demand) have to be taken into account in order to increase the level of confidence toward the predicted
benefits. This is even more crucial if morphing is used for primary control functions because safety
aspects and subsequent redundancies must be considered. In addition, the topic of controlling these
devices has to be investigated further. Although publications concerning control date back to the
1980s [53], it has to be clarified if additional sensors (e.g., static ports at the trailing edge) are needed.
Since deforming morphing surfaces are a big step away from currently produced aircraft, their intro-
duction is most likely to be expected after the application of conventional control surfaces for morph-
ing. The ever-growing pressure on the aircraft manufacturers to maximize revenues and mitigate risks
in certification and industrial production of new components pose a big challenge to the introduction of
morphing by deformation. Ongoing and advancing research in materials, actuation concepts and flight-
testing for morphing by deformation continuously decrease the gap toward an industrial application
and thereby decrease the risk for the application by aircraft manufacturers.
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