Part 2

It was supposed at one time that the air sacs of birds contributed in some mysterious way to flight, but this is now known to be erroneous. The bats and some of the best-flying birds have no air sacs. Similar remarks are to be made of the heated air imprisoned within the bones of certain birds.[1] Feathers even are not necessary to flight. Insects and bats have no feathers, and yet fly well. The only facts in natural history which appear even indirectly to countenance the flotation theory are the presence of a swimming bladder in some fishes, and the existence of membranous expansions or pseudo-wings in certain animals, such as the flying fish, flying dragon and flying squirrel. As, however, the animals referred to do not actually fly, but merely dart into the air and there sustain themselves for brief intervals, they afford no real support to the theory. The so-called floating animals are depicted at figs. 5, 6 and 7.

It has been asserted, and with some degree of plausibility, that a fish lighter than the water might swim, and that a bird lighter than the air might fly: it ought, however, to be borne in mind that, in point of fact, a fish lighter than the water could not hold its own if the water were in the least perturbed, and that a bird lighter than the air would be swept into space by even a moderate breeze without hope of return. Weight and power are always associated in living animals, and the fact that living animals are made heavier than the medium they are to navigate may be regarded as a conclusive argument in favour of weight being necessary alike to the swimming of the fish and the flying of the bird. It may be stated once for all that flying creatures are for the most part as heavy, bulk for bulk, as other animals, and that flight in every instance is the product, not of superior levity, but of _weight_ and _power_ directed upon properly constructed flying organs.

This fact is important as bearing on the construction of flying machines. It shows that a flying machine need not necessarily be a light, airy structure exposing an immoderate amount of surface. On the contrary, it favours the belief that it should be a compact and moderately heavy and powerful structure, which trusts for elevation and propulsion entirely to its flying appliances--whether actively moving wings, or screws, or aeroplanes wedged forward by screws. It should attack and subdue the air, and never give the air an opportunity of attacking or subduing it. It should smite the air intelligently and as a master, and its vigorous well-directed thrusts should in every instance elicit an upward and forward recoil. The flying machine must be _multum in parvo_. It must launch itself in the ocean of air, and must extract from that air, by means of its travelling surfaces--however fashioned and however applied--the recoil or resistance necessary to elevate and carry it forward. Extensive inert surfaces indeed are contra-indicated in a flying machine, as they approximate it to the balloon, which, as has been shown, cannot maintain its position in the air if there are air currents. A flying machine which could not face air currents would necessarily be a failure. To obviate this difficulty we are forced to fall back upon _weight_, or rather the structures and appliances which weight represents. These appliances as indicated should not be unnecessarily expanded, but when expanded they should, wherever practicable, be converted into actively moving flying surfaces, in preference to fixed or inert dead surfaces.

The question of surface is a very important one in aviation: it naturally resolves itself into one of active and passive surface. As there are active and passive surfaces in the flying animal, so there are, or should be, active and passive surfaces in the flying machine. Art should follow nature in this matter. The active surfaces in flying creatures are always greatly in excess of the passive ones, from the fact that the former virtually increase in proportion to the spaces through which they are made to travel. Nature not only distinguishes between active and passive surfaces in flying animals, but she strikes a just balance between them, and utilizes both. She regulates the surfaces to the strength and weight of the flying creature and the air currents to which the surfaces are to be exposed and upon which they are to operate. In her calculations she never forgets that her flying subjects are to control and not to be controlled by the air. As a rule she reduces the passive surfaces of the body to a minimum; she likewise reduces as far as possible the actively moving or flying surfaces. While, however, diminishing the surfaces of the flying animal as a whole, she increases as occasion demands the active or wing surfaces by wing movements, and the passive or dead surfaces by the forward motion of the body in progressive flight. She knows that if the wings are driven with sufficient rapidity they practically convert the spaces through which they move into solid bases of support; she also knows that the body in rapid flight derives support from all the air over which it passes. The manner in which the wing surfaces are increased by the wing movements will be readily understood from the accompanying illustrations of the blow-fly with its wings at rest and in motion (figs. 8 and 9). In fig. 8 the surfaces exposed by the body of the insect and the wings are, as compared with those of fig. 9, trifling. The wing would have much less purchase on fig. 8 than on fig. 9, provided the surfaces exposed by the latter were passive or dead surfaces. But they are not dead surfaces: they represent the spaces occupied by the rapidly vibrating wings, which are actively moving flying organs. As, moreover, the wings travel at a much higher speed than any wind that blows, they are superior to and control the wind; they enable the insect to dart through the wind in whatever direction it pleases.

The reader has only to imagine figs. 8 and 9 cut out in paper to realize that extensive, inert, horizontal aeroplanes[2] in a flying machine would be a mistake. It is found to be so practically, as will be shown by and by. Fig. 9 so cut out would be heavier than fig. 8, and if both were exposed to a current of air, fig. 9 would be more blown about than fig. 8.

It is true that in beetles and certain other insects there are the elytra or wing cases--thin, light, horny structures inclined slightly upwards--which in the act of flight are spread out and act as sustainers or gliders. The elytra, however, are comparatively long narrow structures which occupy a position in front of the wings, of which they may be regarded as forming the anterior parts. The elytra are to the delicate wings of some insects what the thick anterior margins are to stronger wings. The elytra, moreover, are not wholly passive structures. They can be moved, and the angles made by their under surfaces with the horizon adjusted. Finally, they are not essential to flight, as flight in the great majority of instances is performed without them. The elytra serve as protectors to the wings when the wings are folded upon the back of the insect, and as they are extended on either side of the body more or less horizontally when the insect is flying they contribute to flight indirectly, in virtue of their being carried forward by the body in motion.

_Natural Flight_.--The manner in which the wings of the insect traverse the air, so as practically to increase the basis of support, raises the whole subject of natural flight. It is necessary, therefore, at this stage to direct the attention of the reader somewhat fully to the subject of flight, as witnessed in the insect, bird and bat, a knowledge of natural flight preceding, and being in some sense indispensable to, a knowledge of artificial flight. The bodies of flying creatures are, as a rule, very strong, comparatively light and of an elongated form,--the bodies of birds being specially adapted for cleaving the air. Flying creatures, however, are less remarkable for their strength, shape and comparative levity than for the size and extraordinarily rapid and complicated movements of their wings. Prof. J. Bell Pettigrew first satisfactorily analysed those movements, and reproduced them by the aid of artificial wings. This physiologist in 1867[3] showed that all natural wings, whether of the insect, bird or bat, are screws structurally, and that they act as screws when they are made to vibrate, from the fact that they twist in opposite directions during the down and up strokes. He also explained that all wings act upon a common principle, and that they present oblique, kite-like surfaces to the air, through which they pass much in the same way that an oar passes through water in sculling. He further pointed out that the wings of flying creatures (contrary to received opinions, and as has been already indicated) strike downwards and _forwards_ during the down strokes, and upwards and _forwards_ during the up strokes. Lastly he demonstrated that the wings of flying creatures, when the bodies of said creatures are fixed, describe _figure-of-8 tracks_ in space--the figure-of-8 tracks, when the bodies are released and advancing as in rapid flight, being opened out and converted into _waved tracks_.

It may be well to explain here that a claim has been set up by his admirers for the celebrated artist, architect and engineer, Leonardo da Vinci, to be regarded as the discoverer of the principles and practice of flight (see Theodore Andrea Cook, _Spirals in Nature and Art_, 1903). The claim is, however, unwarranted; Leonardo's chief work on flight, bearing the title _Codice sul Volo degli Uccelli e Varie Altre Materie_, written in 1505, consists of a short manuscript of twenty-seven small quarto pages, with simple sketch illustrations interspersed in the text. In addition he makes occasional references to flight in his other manuscripts, which are also illustrated. In none of Leonardo's manuscripts, however, and in none of his figures, is the slightest hint given of his having any knowledge of the spiral movements made by the wing in flight or of the spiral structure of the wing itself. It is claimed that Leonardo knew the direction of the stroke of the wing, as revealed by recent researches and proved by modern instantaneous photography. As a matter of fact, Leonardo gives a wholly inaccurate account of the direction of the stroke of the wing. He states that the wing during the down stroke strikes downwards and _backwards_, whereas in reality it strikes downwards and _forwards_. In speaking of artificial flight Leonardo says: "The wings have to row downwards and _backwards_ to support the machine on high, so that it moves forward." In speaking of natural flight he remarks: "If in its descent the bird rows _backwards_ with its wings the bird will move rapidly; this happens because the wings strike the air which successively runs behind the bird to fill the void whence it comes." There is nothing in Leonardo's writings to show that he knew either the anatomy or physiology of the wing in the modern sense.

Pettigrew's discovery of the figure-of-8 and waved movements made by the wing in stationary and progressive flight was confirmed some two years after it was made by Prof. E.J. Marey of Paris[4] by the aid of the "sphygmograph."[5] The movements in question are now regarded as fundamental, from the fact that they are alike essential to natural and artificial flight.

The following is Pettigrew's description of wings and wing movements published in 1867:--

"The wings of insects and birds are, as a rule, more or less triangular in shape, the base of the triangle being directed towards the body, its sides anteriorly and posteriorly. They are also conical on section from within outwards and from before backwards, this shape converting the pinions into delicately graduated instruments balanced with the utmost nicety to satisfy the requirements of the muscular system on the one hand and the resistance and resiliency of the air on the other. While all wings are graduated as explained, innumerable varieties occur as to their general contour, some being falcated or scythe-like, others oblong, others rounded or circular, some lanceolate and some linear. The wings of insects may consist either of one or two pairs--the anterior or upper pair, when two are present, being in some instances greatly modified and presenting a corneous condition. They are then known as elytra, from the Gr. [Greek: elytron], a sheath. Both pairs are composed of a duplicature of the integument, or investing membrane, and are strengthened in various directions by a system of hollow, horny tubes, known to entomologists as the neurae or nervures. These nervures taper towards the extremity of the wing, and are strongest towards its root and anterior margin, where they supply the place of the arm in birds and bats. The neurae are arranged at the axis of the wing after the manner of a fan or spiral stair--the anterior one occupying a higher position than that farther back, and so of the others. As this arrangement extends also to the margins, _the wings are more or less twisted upon themselves_ and present a certain degree of convexity on their superior or upper surface, and a corresponding concavity on their inferior or under surface,--their free edges supplying those fine curves which act with such efficacy upon the air in obtaining the maximum of resistance and the minimum of displacement. As illustrative examples of the form of wings alluded to, those of the beetle, bee and fly may be cited--the pinions in those insects acting as _helices_, or _twisted levers_, and elevating weights much greater than the area of the wings would seem to warrant" (figs. 10 and 11).... "To confer on the wings the multiplicity of movements which they require, they are supplied with double hinge or compound joints, which enable them to move not only in an upward, downward, forward and backward direction, but also at various intermediate degrees of obliquity. An insect with wings thus hinged may, as far as steadiness of body is concerned, be not inaptly compared to a compass set upon gimbals, where the universality of motion in one direction ensures comparative fixedness in another."... "All wings obtain their leverage by presenting oblique surfaces to the air, the degree of obliquity gradually increasing in a direction from behind, forwards and downwards, during extension when the sudden or effective stroke is being given, and gradually decreasing in an opposite direction during flexion, or when the wing is being more slowly recovered preparatory to making a second stroke. The effective stroke in insects, and this holds true also of birds, is therefore delivered _downwards and forwards_, and not, as the majority of writers believe, vertically, or even slightly backwards.... The wing in the insect is more flattened than in the bird; and advantage is taken on some occasions of this circumstance, particularly in heavy-bodied, small-winged, quick-flying insects, _to reverse the pinion more or less completely during the down and up strokes_."... "This is effected in the following manner. The posterior margin of the wing is made to rotate, during the down stroke, in a direction from above downwards and from behind forwards--the anterior margin travelling in an opposite direction and reciprocating. The wing may thus be said to attack the air by a _screwing movement_ from above. During the up or return stroke, on the other hand, the posterior margin rotates in a direction from below upwards and from before backwards, so that by a similar but _reverse screwing motion_ the pinion attacks the air from beneath."... "_A figure-of-8_, compressed laterally and placed obliquely with its long axis running from left to right of the spectator, represents the movements in question. _The down and up strokes_, as will be seen from this account, _cross each other_, the wing smiting the air during its descent from above, as in the bird and bat, and during its ascent from below as in the flying fish and boy's kite" (fig. 12).

... "The figure-of-8 action of the wing explains how an insect or bird may fix itself in the air, the backward and forward reciprocating action of the pinion affording support, but no propulsion. In these instances the backward and forward strokes are made to counterbalance each other. Although the figure-of-8 represents with considerable fidelity the twisting of the wing upon its axis during extension and flexion, when the insect is playing its wings before an object, or still better when it is artificially fixed, it is otherwise when the down stroke is added and the insect is fairly on the wing and progressing rapidly. In this case the wing, in virtue of its being carried forward by the body in motion, describes an undulating or spiral course, as shown in fig. 13."

... "The down and up strokes are compound movements--the termination of the down stroke embracing the beginning of the up stroke, and the termination of the up stroke including the beginning of the down stroke. This is necessary in order that the down and up strokes may glide into each other in such a manner as to prevent jerking and unnecessary retardation."[6]...

"The wing of the bird, like that of the insect, is concavo-convex, and _more or less twisted upon itself_ when extended, so that the anterior or thick margin of the pinion presents a different degree of curvature to that of the posterior or thin margin. This twisting is in a great measure owing to the manner in which the bones of the wing are twisted upon themselves, and the spiral nature of their articular surfaces--the long axes of the joints always intersecting each other at right angles, and the bones of the elbow and wrist making a quarter of a turn or so during extension and the same amount during flexion. As a result of this disposition of the articular surfaces, the wing may be shot out or extended, and retracted or flexed in nearly the same plane, the bones composing the wing rotating on their axes during either movement (fig. 14). The secondary action, or the revolving of the component bones on their own axes, is of the greatest importance in the movements of the wing, as it communicates to the hand and forearm, and consequently to the primary and secondary feathers which they bear, the precise angles necessary for flight. It in fact ensures that the wing, and the curtain or fringe of the wing which the primary and secondary feathers form, shall be screwed into and down upon the wind in extension, and unscrewed or withdrawn from the wind during flexion. The wing of the bird may therefore be compared to a huge gimlet or auger, the axis of the gimlet representing the bones of the wing, the flanges or spiral thread of the gimlet the primary and secondary feathers" (figs. 15 and 16).... "From this description it will be evident that by the mere rotation of the bones of the forearm and hand the maximum and minimum of resistance is secured much in the same way that this object is attained by the alternate dipping and feathering of an oar."... "The wing, both when at rest and when in motion, may not inaptly be compared to the blade of an ordinary screw propeller as employed in navigation. Thus the general outline of the wing corresponds closely with the outline of the propeller (figs. 11, 16 and 18), and the track described by the wing in space _is twisted upon itself_ propeller fashion[7] (figs. 12, 20, 21, 22, 23). The great velocity with which the wing is driven converts the impression or blur made by it into what is equivalent to a solid for the time being, in the same way that the spokes of a wheel in violent motion, as is well understood, more or less completely occupy the space contained within the rim or circumference of the wheel" (figs. 9, 20 and 21).

... "The wing of the bat bears a considerable resemblance to that of the insect, inasmuch as it consists of a delicate, semi-transparent, continuous membrane, supported in divers directions, particularly towards its anterior margin, by a system of osseous stays or stretchers which confer upon it the degree of rigidity requisite for flight. It is, as a rule, deeply concave on its under or ventral surface, and in this respect resembles the wing of the heavy-bodied birds. The movement of the bat's wing in extension is a _spiral_ one, the spiral running alternately from below upwards and forwards and from above downwards and backwards. The action of the wing of the bat, and the movements of its component bones, are essentially the same as in the bird" (figs. 17 and 18).

... "The wing strikes the air precisely as a boy's kite would if it were jerked by its string, the only difference being that the kite is _pulled forwards_ upon the wind by the string and the hand, whereas in the insect, bird and bat the wing is _pushed forwards_ on the wind by the weight of the body and the power residing in the pinion itself" (fig. 19).[8]