Installation of AOA indicators not required by type certification in general aviation airplanes has recently been streamlined by the FAA. The FAA established policy in February 2014 pertaining to non-required AOA systems and how they may be installed as a minor alteration, depending upon their installation requirements and operational utilization, and the procedures to take for certification of these installations. For updated information, reference the FAA website at www.faa.gov.
While AOA indicators provide a simple visual representation of the current AOA and its proximity to the critical AOA, they are not without their limitations. These limitations should be understood by operators of general aviation airplanes equipped with these devices. Like advanced automation, such as autopilots and moving maps, the misunderstanding or misuse of the equipment can have disastrous results. Some items which may limit the effectiveness of an AOA indicator are listed below:
Figure 5-41. A variety of AOA indicators.
Figure 5-42. An AOA indicator has several benefits when installed in general aviation aircraft.
• Calibration techniques
• Probes or vanes not being heated
• The type of indicator itself
• Flap setting
• Wing contamination
Pilots of general aviation airplanes equipped with AOA indicators should contact the manufacturer for specific limitations applicable to that installation.
Basic Propeller Principles
The aircraft propeller consists of two or more blades and a central hub to which the blades are attached. Each blade of an aircraft propeller is essentially a rotating wing. As a result of their construction, the propeller blades are like airfoils and produce forces that create the thrust to pull, or push, the aircraft through the air. The engine furnishes the power needed to rotate the propeller blades through the air at high speeds, and the propeller transforms the rotary power of the engine into forward thrust.
A cross-section of a typical propeller blade is shown in Figure 5-43. This section or blade element is an airfoil comparable to a cross-section of an aircraft wing. One surface of the blade is cambered or curved, similar to the upper surface of an aircraft wing, while the other surface is flat like the bottom surface of a wing. The chord line is an imaginary line drawn through the blade from its leading edge to its trailing edge. As in a wing, the leading edge is the thick edge of the blade that meets the air as the propeller rotates. Blade angle, usually measured in degrees, is the angle between the chord of the blade and the plane of rotation and is measured at a specific point along the length of the blade. [Figure 5-44] Because most propellers have a flat blade “face,” the chord line is often drawn along the face of the propeller blade. Pitch is not blade angle, but because pitch is largely determined by blade angle, the two terms are often used interchangeably. An increase or decrease in one is usually associated with an increase or decrease in the other. The pitch of a propeller may be designated in inches. A propeller designated as a “74–48” would be 74 inches in length and have an effective pitch of 48 inches. The pitch is the distance in inches, which the propeller would screw through the air in one revolution if there were no slippage.
Figure 5-43. Airfoil sections of propeller blade.
When specifying a fixed-pitch propeller for a new type of aircraft, the manufacturer usually selects one with a pitch that operates efficiently at the expected cruising speed of the aircraft. Every fixed-pitch propeller must be a compromise because it can be efficient at only a given combination of airspeed and revolutions per minute (rpm). Pilots cannot change this combination in flight.
When the aircraft is at rest on the ground with the engine operating, or moving slowly at the beginning of takeoff, the propeller efficiency is very low because the propeller is restrained from advancing with sufficient speed to permit its fixed-pitch blades to reach their full efficiency. In this situation, each propeller blade is turning through the air at an AOA that produces relatively little thrust for the amount of power required to turn it.
To understand the action of a propeller, consider first its motion, which is both rotational and forward. As shown by the vectors of propeller forces in Figure 5-44, each section of a propeller blade moves downward and forward. The angle at which this air (relative wind) strikes the propeller blade is its AOA. The air deflection produced by this angle causes the dynamic pressure at the engine side of the propeller blade to be greater than atmospheric pressure, thus creating thrust.
Figure 5-44. Propeller blade angle.
The shape of the blade also creates thrust because it is cambered like the airfoil shape of a wing. As the air flows past the propeller, the pressure on one side is less than that on the other. As in a wing, a reaction force is produced in the direction of the lesser pressure. The airflow over the wing has less pressure, and the force (lift) is upward. In the case of the propeller, which is mounted in a vertical instead of a horizontal plane, the area of decreased pressure is in front of the propeller, and the force (thrust) is in a forward direction. Aerodynamically, thrust is the result of the propeller shape and the AOA of the blade.
Thrust can be considered also in terms of the mass of air handled by the propeller. In these terms, thrust equals mass of air handled multiplied by slipstream velocity minus velocity of the aircraft. The power expended in producing thrust depends on the rate of air mass movement. On average, thrust constitutes approximately 80 percent of the torque (total horsepower absorbed by the propeller). The other 20 percent is lost in friction and slippage. For any speed of rotation, the horsepower absorbed by the propeller balances the horsepower delivered by the engine. For any single revolution of the propeller, the amount of air handled depends on the blade angle, which determines how big a “bite” of air the propeller takes. Thus, the blade angle is an excellent means of adjusting the load on the propeller to control the engine rpm.
The blade angle is also an excellent method of adjusting the AOA of the propeller. On constant-speed propellers, the blade angle must be adjusted to provide the most efficient AOA at all engine and aircraft speeds. Lift versus drag curves, which are drawn for propellers as well as wings, indicate that the most efficient AOA is small, varying from +2° to +4°. The actual blade angle necessary to maintain this small AOA varies with the forward speed of the aircraft.
Fixed-pitch and ground-adjustable propellers are designed for best efficiency at one rotation and forward speed. They are designed for a given aircraft and engine combination. A propeller may be used that provides the maximum efficiency for takeoff, climb, cruise, or high-speed flight. Any change in these conditions results in lowering the efficiency of both the propeller and the engine. Since the efficiency of any machine is the ratio of the useful power output to the actual power input, propeller efficiency is the ratio of thrust horsepower to brake horsepower. Propeller efficiency varies from 50 to 87 percent, depending on how much the propeller “slips.” Propeller slip is the difference between the geometric pitch of the propeller and its effective pitch. [Figure 5-45] Geometric pitch is the theoretical distance a propeller should advance in one revolution; effective pitch is the distance it actually advances. Thus, geometric or theoretical pitch is based on no slippage, but actual or effective pitch includes propeller slippage in the air.
The reason a propeller is “twisted” is that the outer parts of the propeller blades, like all things that turn about a central point, travel faster than the portions near the hub. [Figure 5-46] If the blades had the same geometric pitch throughout their lengths, portions near the hub could have negative AOAs while the propeller tips would be stalled at cruise speed. Twisting or variations in the geometric pitch of the blades permits the propeller to operate with a relatively constant AOA along its length when in cruising flight. Propeller blades are twisted to change the blade angle in proportion to the differences in speed of rotation along the length of the propeller, keeping thrust more nearly equalized along this length.
Usually 1° to 4° provides the m
ost efficient lift/drag ratio, but in flight the propeller AOA of a fixed-pitch propeller varies—normally from 0° to 15°. This variation is caused by changes in the relative airstream, which in turn results from changes in aircraft speed. Thus, propeller AOA is the product of two motions: propeller rotation about its axis and its forward motion.
A constant-speed propeller automatically keeps the blade angle adjusted for maximum efficiency for most conditions encountered in flight. During takeoff, when maximum power and thrust are required, the constant-speed propeller is at a low propeller blade angle or pitch. The low blade angle keeps the AOA small and efficient with respect to the relative wind. At the same time, it allows the propeller to handle a smaller mass of air per revolution. This light load allows the engine to turn at high rpm and to convert the maximum amount of fuel into heat energy in a given time. The high rpm also creates maximum thrust because, although the mass of air handled per revolution is small, the rpm and slipstream velocity are high, and with the low aircraft speed, there is maximum thrust. After liftoff, as the speed of the aircraft increases, the constant-speed propeller automatically changes to a higher angle (or pitch). Again, the higher blade angle keeps the AOA small and efficient with respect to the relative wind. The higher blade angle increases the mass of air handled per revolution. This decreases the engine rpm, reducing fuel consumption and engine wear, and keeps thrust at a maximum.
Figure 5-45. Propeller slippage.
Figure 5-46. Propeller tips travel faster than the hub.
After the takeoff climb is established in an aircraft having a controllable-pitch propeller, the pilot reduces the power output of the engine to climb power by first decreasing the manifold pressure and then increasing the blade angle to lower the rpm.
At cruising altitude, when the aircraft is in level flight and less power is required than is used in takeoff or climb, the pilot again reduces engine power by reducing the manifold pressure and then increasing the blade angle to decrease the rpm. Again, this provides a torque requirement to match the reduced engine power. Although the mass of air handled per revolution is greater, it is more than offset by a decrease in slipstream velocity and an increase in airspeed. The AOA is still small because the blade angle has been increased with an increase in airspeed.
Torque and P-Factor
To the pilot, “torque” (the left turning tendency of the airplane) is made up of four elements that cause or produce a twisting or rotating motion around at least one of the airplane’s three axes. These four elements are:
1. Torque reaction from engine and propeller
2. Corkscrewing effect of the slipstream
3. Gyroscopic action of the propeller
4. Asymmetric loading of the propeller (P-factor)
Torque Reaction
Torque reaction involves Newton’s Third Law of Physics—for every action, there is an equal and opposite reaction. As applied to the aircraft, this means that as the internal engine parts and propeller are revolving in one direction, an equal force is trying to rotate the aircraft in the opposite direction. [Figure 5-47]
When the aircraft is airborne, this force is acting around the longitudinal axis, tending to make the aircraft roll. To compensate for roll tendency, some of the older aircraft are rigged in a manner to create more lift on the wing that is being forced downward. The more modern aircraft are designed with the engine offset to counteract this effect of torque.
NOTE: Most United States built aircraft engines rotate the propeller clockwise, as viewed from the pilot’s seat. The discussion here is with reference to those engines.
Generally, the compensating factors are permanently set so that they compensate for this force at cruising speed, since most of the aircraft’s operating time is at that speed. However, aileron trim tabs permit further adjustment for other speeds. When the aircraft’s wheels are on the ground during the takeoff roll, an additional turning moment around the vertical axis is induced by torque reaction. As the left side of the aircraft is being forced down by torque reaction, more weight is being placed on the left main landing gear. This results in more ground friction, or drag, on the left tire than on the right, causing a further turning moment to the left. The magnitude of this moment is dependent on many variables. Some of these variables are:
1. Size and horsepower of engine
2. Size of propeller and the rpm
3. Size of the aircraft
4. Condition of the ground surface
Figure 5-47. Torque reaction.
This yawing moment on the takeoff roll is corrected by the pilot’s proper use of the rudder or rudder trim.
Corkscrew Effect
The high-speed rotation of an aircraft propeller gives a corkscrew or spiraling rotation to the slipstream. At high propeller speeds and low forward speed (as in the takeoffs and approaches to power-on stalls), this spiraling rotation is very compact and exerts a strong sideward force on the aircraft’s vertical tail surface. [Figure 5-48]
When this spiraling slipstream strikes the vertical fin, it causes a yawing moment about the aircraft’s vertical axis. The more compact the spiral, the more prominent this force is. As the forward speed increases, however, the spiral elongates and becomes less effective. The corkscrew flow of the slipstream also causes a rolling moment around the longitudinal axis.
Note that this rolling moment caused by the corkscrew flow of the slipstream is to the right, while the yawing moment caused by torque reaction is to the left—in effect one may be counteracting the other. However, these forces vary greatly and it is the pilot’s responsibility to apply proper corrective action by use of the flight controls at all times. These forces must be counteracted regardless of which is the most prominent at the time.
Gyroscopic Action
Before the gyroscopic effects of the propeller can be understood, it is necessary to understand the basic principle of a gyroscope. All practical applications of the gyroscope are based upon two fundamental properties of gyroscopic action: rigidity in space and precession. The one of interest for this discussion is precession.
Precession is the resultant action, or deflection, of a spinning rotor when a deflecting force is applied to its rim. As can be seen in Figure 5-49, when a force is applied, the resulting force takes effect 90° ahead of and in the direction of rotation. The rotating propeller of an airplane makes a very good gyroscope and thus has similar properties. Any time a force is applied to deflect the propeller out of its plane of rotation, the resulting force is 90° ahead of and in the direction of rotation and in the direction of application, causing a pitching moment, a yawing moment, or a combination of the two depending upon the point at which the force was applied.
Figure 5-48. Corkscrewing slipstream.
Figure 5-49. Gyroscopic precession.
This element of torque effect has always been associated with and considered more prominent in tailwheel-type aircraft and most often occurs when the tail is being raised during the takeoff roll. [Figure 5-50] This change in pitch attitude has the same effect as applying a force to the top of the propeller’s plane of rotation. The resultant force acting 90° ahead causes a yawing moment to the left around the vertical axis. The magnitude of this moment depends on several variables, one of which is the abruptness with which the tail is raised (amount of force applied). However, precession, or gyroscopic action, occurs when a force is applied to any point on the rim of the propeller’s plane of rotation; the resultant force will still be 90° from the point of application in the direction of rotation. Depending on where the force is applied, the airplane is caused to yaw left or right, to pitch up or down, or a combination of pitching and yawing.
It can be said that, as a result of gyroscopic action, any yawing around the vertical axis results in a pitching moment, and any pitching around the lateral axis results in a yawing moment. To correct for the effect of gyroscopic action, it is necessary for the pilot to properly use elevator and rudder to prevent undesired pitching and yawing.
/> Figure 5-50. Raising tail produces gyroscopic precession.
Asymmetric Loading (P-Factor)
When an aircraft is flying with a high AOA, the “bite” of the downward moving blade is greater than the “bite” of the upward moving blade. This moves the center of thrust to the right of the prop disc area, causing a yawing moment toward the left around the vertical axis. Proving this explanation is complex because it would be necessary to work wind vector problems on each blade while considering both the AOA of the aircraft and the AOA of each blade.
This asymmetric loading is caused by the resultant velocity, which is generated by the combination of the velocity of the propeller blade in its plane of rotation and the velocity of the air passing horizontally through the propeller disc. With the aircraft being flown at positive AOAs, the right (viewed from the rear) or downswinging blade, is passing through an area of resultant velocity, which is greater than that affecting the left or upswinging blade. Since the propeller blade is an airfoil, increased velocity means increased lift. The downswinging blade has more lift and tends to pull (yaw) the aircraft’s nose to the left.
Pilot's Handbook of Aeronautical Knowledge (Federal Aviation Administration) Page 22
