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Title: P1246341512kEueL


1
Spin/Upset Recovery FamiliarizationCourse 18802
Presented at FAA Center of Excellence for General
Aviation Research June 4th, 2008, Anchorage,
AK By Dr. Richard P. Anderson and P. Carolina Lenz
2
Presentation Contents
  • Rationale for Spin/Upset Recovery Training for
    the FAA
  • Introduction
  • Course Philosophy
  • Course Contents
  • Example Ground Lab Movie
  • Example Ground Lab Presentation Slides
  • Results

3
Rationale for Upset/Spin Familiarization for the
FAA
  • From 1994 to 2003, there have been 7,492
    Worldwide Commercial Jet Fleet fatalities
  • Of this, 2,131 fatalities have been as a result
    of loss of control in flight.
  • Although the skill and proficiency level of these
    pilots were high, there was a general lack of
    understanding in regards to upset recovery
  • It is therefore evident that an increase in upset
    training is necessary

4
Rationale for Upset/Spin Familiarization for the
FAA
  • The Upset Training course was developed to fit
    the needs of the FAA and teach the General
    Aviation Inspectors to identify and acquire
    awareness of possible Upset Training Scenarios
    and develop the required understanding to be able
    to recover from these situations.

5
Introduction
  • What is an aircraft upset?
  • Typically, when an aircraft is in an unusual
    attitude, one can recover using the following
    schematic
  • Upset training involves recovery from flight
    conditions that fall outside these conditions

6
Introduction
7
Complex?
8
Introduction
  • There are many flight conditions that can be
    recovered from using rote, memorized, processes
  • No single person can memorize the recovery from
    every possible upset and every aircraft
  • Correlation is necessary for upset recovery so
    students can associate elements that have been
    learned in previous experiences with tasks in the
    future

Correlation
Application
Understanding
Rote
9
Introduction
  • In order to reach the Correlation level of
    learning in regards to upset conditions, it was
    deemed necessary that a formal course be designed
    to cover these conditions
  • This course covers upset training from both a
    pilots standpoint and from an aircraftsthe
    pilot will have enhanced learning on recovery
    methods and why the aircraft responds in such a
    manner

10
Course Contents
11
Course Contents
12
Course Contents
13
Course Contents
14
Course Contents
5 Ground Labs
15
Course Contents
Cessna 172 FTD
5 Ground Labs
16
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
17
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
GAT II
18
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
GAT II
19
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
2 Extra Flights
GAT II
20
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
21
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
22
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
23
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
24
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
25
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
26
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
27
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
CRJ FTD
2 Extra Flights
GAT II
28
Course Contents
172 Spin Flight
Cessna 172 FTD
5 Ground Labs
Correlation Understanding
CRJ FTD
2 Extra Flights
GAT II
29
Course Contents
  • 6 flights are accomplished with three in a flight
    training device
  • Each flight has particular completion standards
    that must be met in order for successful
    completion of the course
  • Each lesson is followed by a respective 10
    question quiz. These quizzes will be corrected
    with the aid of the instructor to 100
  • A comprehensive final is issued at the conclusion
    of the course with a required score of 70 for
    successful completion.

30
Course Contents
31
Spin/Upset Recovery, Class 1Introduction and
Review of Aerodynamics
  • Weight
  • Thrust
  • Lift
  • Drag
  • Zero Lift Line
  • V-G Diagram
  • Definitions
  • Upright
  • Inverted
  • Positive
  • Negative

32
Spin/Upset Recovery, Class 2Stalls and Spins
  • Stalls
  • Aerodynamic of a stall
  • Use of distractions
  • Wing contamination effects on stall warning,
    stall speed and post-stall recovery
  • Stall recognition
  • Types of stalls
  • Power-off stalls
  • Power-on stalls
  • Accelerated stalls
  • Stall recovery
  • Secondary stalls
  • V-G Diagram
  • Slip vs. skid
  • Spins
  • Aerodynamics of spins
  • Phases of a spin
  • Types of spins upright, inverted, accelerated,
    flat, crossover, transition
  • Characteristics due to aircraft design
  • Pilot controlled variables

33
Frasca 172 Unit 01, FTD 1
  • Stall avoidance practice at slow speeds
  • Realistic distractions at slow speeds
  • Falling leaf
  • Power on stall
  • Power off stall
  • Stalls with turns
  • Engine failure in a climb followed by a gliding
    turn
  • Stalls during go around
  • Elevator Trim Stall
  • Secondary stall
  • Spin entry and spin recovery in both directions
  • Spin entry from a skid
  • Spin entry from a slip
  • Cross controlled stall situations
  • Stalls and spins from high and low bank
    situations
  • Differences between a spiral and a spin

34
Cessna 172 Unit 02, Flight 1
  • Preflight Procedures
  • Normal Takeoff and Climb
  • Clearing Turns
  • Stall avoidance practice at slow speeds
  • Realistic distractions at slow speeds
  • Falling leaf
  • Power on stall
  • Power off stall
  • Stalls with turns
  • Engine failure in a climb followed by a gliding
    turn
  • Stalls during go around
  • Elevator Trim Stall
  • Secondary stall
  • Spin entry and spin recovery in both directions
  • Spin entry from a skid
  • Spin entry from a slip
  • Cross controlled stall situations
  • Stalls and spins from high and low bank
    situations
  • Differences between a spiral and a spin

35
Spin/Upset Recovery, Class 3Physiological
Factors GT3
  • Spatial disorientation
  • Vestibular disorientation
  • Description of the semicircular canal and otolith
    organs (sacule and utricle)
  • Illusions
  • Coriolis
  • Graveyard spiral
  • Leans
  • Somatogravic
  • Inversion
  • Acceleration and the human body
  • GLOC
  • Zero g-sensation and possible reactions
  • Negative g-sensations and possible reactions

36
GAT II Unit 03, FTD 2Physiological Factors FTD2
  • Coriolis illusion
  • Graveyard spiral illusion
  • Leans illusion
  • Somatogravic illusion
  • Inversion illusion

37
Spin/Upset Recovery, Class 4Upset Training for
general Aviation
  • Why Upset training
  • What are we trying to accomplish
  • Definition of Airplane Upset
  • Types of upset training
  • Causes of GA Airplane Upsets
  • Stalls (advanced)
  • Spins (advanced)
  • Rolling wing tip vortex encounters
  • Minimum controllable airspeed
  • Recovery from selected GA Upsets
  • Stall and spins (advanced)
  • Rolling recoveries
  • Recovery from excessive sideslip
  • Aerobatic and tail wheel airplane operations
  • Use of Parachutes
  • Practice area operations
  • Governing Regulations POH, 91, Chapter 48 and 49

38
Aerobatic Aircraft Unit 04, Flight 2Basic
General Aviation Recovery FLT2
  • Nose high unusual attitude
  • Nose low unusual attitude
  • Loop
  • Roll
  • Spin
  • Inverted recovery (from inverted flight)
  • Knife edge flight

39
Aerobatic Aircraft Unit 05, Flight 3Basic
General Aviation Recovery FLT3
  • Spin to the left and to the right
  • Accelerated spin
  • Flat spin
  • Effect of aileron on spins

40
Spin/Upset Recovery, Class 5Transport Category
Upset Recovery GT5
  • To discuss transport category accidents that
    involved aircraft upsets
  • Charlotte, 2 July 1994
  • Birmingham, 10 July 1991
  • Toledo, 15 February 1992
  • Shemya, 6 April 1993
  • Nagoya, 26 April 1994
  • Pittsburgh, 8 September 1994
  • Roselawn, 31 October 1994
  • Detroit, 9 January 1997
  • Advanced aerodynamics
  • Stability derivatives
  • Control power
  • Diehedral effect
  • Roll due to yaw

41
CRJ Unit 06, FTD 3Transport Category Upset
Recovery FTD3
  • Scenario 1
  • Charlotte, July 2nd, 1994. DC9 operated by US
    AIRWAYS.
  • Aircraft on ILS approach encounters a microburst
    with associated wind shear and high sink rate.
  • Scenario 2
  • Detroit, January 9th 1997. EMB-120, Brasilia
    operated by Comair.
  • Aircraft experiences uncommanded roll and rapid
    descend caused by a rough accretion of ice on
    lifting surfaces. Asymmetric lift due to icing.
  • Scenario 3
  • January 8, 2003. Beech 1900D in Charlotte, NC.
    Operated by Air Midwest for US AIRWAYS Express.
  • Aircraft on takeoff with full aft elevator trim
    (runaway trim) as a result from the airplane's
    loss of pitch control during take-off. The loss
    of pitch control resulted from the incorrect
    rigging of the elevator system compounded by the
    airplane's aft center of gravity, which was
    substantially aft of the certified aft limit.

42
CRJ Unit 06, FTD 3Transport Category Upset
Recovery FTD3
  • Scenario 4
  • Birmingham, July 10th, 1991. Operator Air taxi.
  • Aircraft encounters a thunderstorm cell with
    strong vertical updrafts and associated
    turbulence. The aircraft enters a nose high
    attitude with 45 deg. Left bank.
  • Scenario 5
  • US Airways Flight 427, Pittsburg, September 8th,
    1994. Operated by US AIRWAYS.
  • During initial approach aircraft experiences
    yaw/roll due to uncommanded movement of the
    rudder (rudder hard over).

43
CRJ Unit 06, FTD 3Transport Category Upset
Recovery FTD3
  • Scenario 6
  • United Airlines Flight 232, Sioux City, Iowa.
    July 9th, 1989, DC-10 operated by United
    Airlines.
  • During initial approach aircraft experiences loss
    of hydraulic systems. The elevator and ailerons
    are not responding.

44
  • Example Ground Lab Movie
  • Basic Aerodynamics
  • And
  • Common Misunderstandings

45
Conservation of Mass Video
46
  • Example Power Point Ground Lab Slides

47
CL
The relative wind (Blue Arrow) is from below the
wing.
Lift Distribution
CLMAX
Relative Wind
Right Wing
Left Wing
AOA
AOA
48
CL
The aircraft begins to increase its angle of
attack by slowing.
Lift Distribution
CLMAX
Relative Wind
Right Wing
Left Wing
AOA
AOA
49
CL
The critical angle of attack has been exceeded
and the aircraft is stalled.
Lift Distribution
CLMAX
Relative Wind
Right Wing
Left Wing
AOA
AOA
50
If yaw is induced (left rudder input here), the
right wing will have a lower angle of attack
while the left wing remains stalled.
CL
Lift Distribution
CLMAX
Relative Wind
Right Wing
Left Wing
AOA
AOA
Rudder Deflection
51
Once the aircraft enters the spin, the separation
on the retreating stalled wing will further
increase the drag. This will create a sustained
left yawing moment. At this point the rotation
will automatically continue.
CL
Lift Distribution
CLMAX
Left rolling moment
Relative Wind
Left yawing moment
Increased drag due to separation
52
Dynamics of a Spin Entry
  • Both slips and skids are defined as uncoordinated
    flight and could potentially be a source of the
    yawing moment required to enter a spin.
  • The behavior and risk for a skid versus a slip,
    however, are very different. This is especially
    the case with respect to a spin entry
  • The next slides will serve as a review of slips
    and skids and will be the starting point for a
    discussion of spins entry from a slip or a skid.

53
Slip
A slip will occur in a turn when too little
inside rudder is applied. Neglecting powerplant
effects, this will be top rudder (Good discussion
point)
Relative Wind
Longitudinal Axis
54
Slip
ß0
V8
Maintaining a constant heading.
55
Slip
ß
V8
Maintaining a constant heading.
56
Slip
ß
V8
Maintaining a constant heading.
57
Slip
ß
V8
Maintaining a constant heading.
58
Slip
ß
V8
Maintaining a constant heading.
59
Slip
ß
V8
Maintaining a constant heading.
60
Slip
ß
V8
Maintaining a constant heading.
61
Slip
ß
V8
Maintaining a constant heading.
62
Slip
ß
V8
Maintaining a constant heading.
63
Slip
ß
V8
Maintaining a constant heading.
64
Slip
ß
V8
Maintaining a constant heading.
65
Slip
ß
V8
Maintaining a constant heading.
66
Slip
ß
V8
Maintaining a constant heading.
67
Slip
ß (a)
V8
Maintaining a constant heading.
68
Slip
The aircraft is now in knife-edge flight. The
weight is equal to the lift provided by the
fuselage.
Maintaining a constant heading.
69
Skid
Relative Wind
A skid will occur in a turn when too much inside
rudder is applied (too little aileron for the
amount of rudder)
Longitudinal Axis
70
Skid
  • In a skidding turn to the right, bank and yaw are
    to the right
  • The plane will spin to the righttherefore it
    does not have to change its bank (a spin is
    likely)

Relative Wind
71
Skid
V8
ß0
72
ß
V8
73
ß
V8
74
ß
V8
75
ß
V8
76
ß
V8
77
ß
V8
78
ß
V8
79
ß
V8
80
Correlation Questions
  • Discuss weather vane stability, yaw damping and
    pitch damping. How is it controlled?

81
Correlation Questions
  • Discuss how would changing thrust effect the
    motion of this aircraft? What can you say about
    dihedral effect?

82
Correlation Questions
  • Discuss how would engine thrust change the motion
    of this aircraft? What can you say about
    dihedral effect?

83
Correlation Questions
  • Discuss dihedral effect

84
Correlation Questions
  • Discuss dihedral effect

85
Correlation Questions
  • Discuss this CRJ with respect to aircraft motion
    and control.

86
Correlation Questions
  • Discuss what flaps will do to the pitching
    moment. Would this stimulate the phugoid if the
    elevator is left alone?

87
Correlation Questions
  • No ailerons! How does this model sailplane turn?
    Does it wobble? If it does why?

88
Results
  • The final product was tested by 2 different
    groups of FAA inspectors
  • The test classes were conducted during 4 days
    each and consisted of the following
  • 10 hours of ground school
  • 1.5 hrs. in the Cessna 172 spin aircraft
  • 1.0 hr in a physiological trainer (GATII)
  • 1.5 hrs in the Cessna level 6 FTD
  • 2.0 hrs in an Aerobatic Aircraft (Extra 300LP)
  • 1.5 hrs in a CRJ level 6 FTD

89
Results
  • Survey Instrument
  • 20 questions 12 general, 8 course specific, 4
    questions with comments.
  • Grading A-E. A Strongly agree, E completely
    disagree
  • Results all As, 1 B except question 10 related
    to tests. The tests were revised and changed for
    the second class.

90
Results
  • Comments
  • If you answer disagree or strongly disagree
    please explain why
  • The FAA questions at the end of each lesson were
    not relevant to course material. Suggestion Have
    the ERAU Instructor come up with oral questions
    that the class can answer and discuss.
  • Although the quizzes were in the same category
    (Aerodynamics), they did not relate directly to
    the objectives and lesson content.

91
Results
  • Overall Course
  • Great. All the Inspectors should be required to
    complete every 2-4 years.
  • Excellent course! Recommend all the inspectors
    to attend this course to enhance safety.

92
Results
  • Effectiveness of Instructors
  • ERAU did a great job. The expertise level is
    high, they went to a good in depth level without
    losing the audience.
  • Very knowledgeable instructors who explained
    advanced concepts in a manner to allow an average
    person to understand.

93
Results
  • Use of training devices
  • All great
  • CRJ sim very effective. C-172 FTD OK, everything
    could be done during the actual aircraft session
    though.
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