Part 2
Every one has noticed a second type of bird flight--soaring. It is this flight which is exactly imitated in a glider. An aeroplane differs from a soaring bird only in that it carries with it a producer of forward impetus--the propeller--so that the soaring flight may last indefinitely: whereas a soaring bird gradually loses speed and descends.
A third and rare type of bird flight has been called _sailing_. The bird faces the wind, and with wings outspread and their forward edge elevated rises while being forced backward under the action of the breeze. As soon as the wind somewhat subsides, the bird turns and _soars_ in the desired direction. Flight is thus accomplished without muscular effort other than that necessary to properly incline the wings and to make the turns. It is practicable only in squally winds, and the birds which practice "sailing"--the albatross and frigate bird--are those which live in the lower and more disturbed regions of the atmosphere. This form of flight has been approximately imitated in the man[oe]uvering of aeroplanes.
Comparison of flying machines and ships suggests many points of difference. Water is a fluid of great density, with a definite upper surface, on which marine structures naturally rest. A vessel in the air may be at any elevation in the surrounding rarefied fluid, and great attention is necessary to keep it at the elevation desired. The air has no surface. The air ship is like a submarine--the dirigible balloon of the sea--and perhaps rather more safe. An ordinary ship is only partially immersed; the resistance of the fluid medium is exerted over a portion only of its head end: but the submarine or the flying machine is wholly exposed to this resistance. The submarine is subjected to ocean currents of a very few miles per hour, at most; the currents to which the flying machine may be exposed exceed a mile a minute. Put a submarine in the Whirlpool Rapids at Niagara and you will have possible air ship conditions.
A marine vessel may _tack_, _i.e._, may sail partially against the wind that propels it, by skillful utilization of the resistance to sidewise movement of the ship through the water: but the flying machine is wholly immersed in a single fluid, and a head wind is nothing else than a head wind, producing an absolute subtraction from the proper speed of the vessel.
Aerial navigation is thus a new art, particularly when heavier-than-air machines are used. We have no heavier-than-water _ships_. The flying machine must work out its own salvation.
SOARING FLIGHT BY MAN
Flying machines have been classified as follows:--
Lighter than Air Fixed balloon, Drifting balloon, Sailing balloon, Dirigible balloon rigid (Zeppelin), ballonetted.
Heavier than Air Orthopter, Helicopter, Aeroplane monoplane, multiplane.
We will fall in with the present current of popular interest and consider the aeroplane--that mechanical grasshopper--first.
What Holds It Up?
To the researches of Chanute and Langley must be ascribed much of American progress in aviation.
When a flat surface like the side of a house is exposed to the breeze, the velocity of the wind exerts a force or pressure directly against the surface. This principle is taken into account in the design of buildings, bridges, and other structures. The pressure exerted per square foot of surface is equal (approximately) to the square of the wind velocity in miles per hour, divided by 300. Thus, if the wind velocity is thirty miles, the pressure against a house wall on which it acts directly is 30 × 30 ÷ 300 = 3 pounds per square foot: if the wind velocity is sixty miles, the pressure is 60 × 60 ÷ 300 = 12 pounds: if the velocity is ninety miles, the pressure is 90 × 90 ÷ 300 = 27 pounds, and so on.
If the wind blows obliquely toward the surface, instead of directly, the pressure at any given velocity is reduced, but may still be considerable. Thus, in the sketch, let _ab_ represent a wall, toward which we are looking downward, and let the arrow _V_ represent the direction of the wind. The air particles will follow some such paths as those indicated, being deflected so as to finally escape around the ends of the wall. The result is that a pressure is produced which may be considered to act along the dotted line _P_, perpendicular to the wall. This is the invariable law: that no matter how oblique the surface may be, with reference to the direction of the wind, there is always a pressure produced against the surface by the wind, and this pressure always acts _in a direction perpendicular to the surface_. The amount of pressure will depend upon the wind velocity and the obliquity or inclination of the surface (_ab_) with the wind (_V_).
Now let us consider a kite--the "immediate ancestor" of the aeroplane. The surface _ab_ is that of the kite itself, held by its string _cd_. We are standing at one side and looking at the _edge_ of the kite. The wind is moving horizontally against the face of the kite, and produces a pressure _P_ directly against the latter. The pressure tends both to move it toward the left and to lift it. If the tendency to move toward the left be overcome by the string, then the tendency toward lifting may be offset--and in practice _is_ offset--by the weight of the kite and tail.
We may represent the two tendencies to movement produced by the force _P_, by drawing additional dotted lines, one horizontally to the left (_R_) and the other vertically (_L_); and it is known that if we let the length of the line _P_ represent to some convenient scale the amount of direct pressure, then the lengths of _R_ and _L_ will also represent to the same scale the amounts of horizontal and vertical force due to the pressure. If the weight of kite and tail exceeds the vertical force _L_, the kite will descend: if these weights are less than that force, the kite will ascend. If they are precisely equal to it, the kite will neither ascend nor descend. The ratio of _L_ to _R_ is determined by the slope of _P_; and this is fixed by the slope of _ab_; so that we have the most important conclusion: _not only does the amount of direct pressure (P) depend upon the obliquity of the surface with the breeze (as has already been shown), but the relation of vertical force (which sustains the kite) to horizontal force also depends on the same obliquity_. For example, if the kite were flying almost directly above the boy who held the string, so that _ab_ became almost horizontal, _P_ would be nearly vertical and _L_ would be much greater than _R_. On the other hand, if _ab_ were nearly vertical, the kite flying at low elevation, the string and the direct pressure would be nearly horizontal and _L_ would be much less than _R_. The force _L_ which lifts the kite seems to increase while _R_ decreases, as the kite ascends: but _L_ may not actually increase, because it depends upon the amount of direct pressure, _P_, as well as upon the direction of this pressure; and the amount of direct pressure steadily decreases during ascent, on account of the increasing obliquity of _ab_ with _V_. All of this is of course dependent on the assumption that the kite always has the same inclination to the string, and the described resolution of the forces, although answering for illustrative purposes, is technically incorrect.
It seems to be the wind velocity, then, which holds up the kite: but in reality the string is just as necessary as the wind. If there is no string, and the wind blows the kite with it, the kite comes down, because the pressure is wholly due to a relative velocity as between kite and wind. The wind exerts a pressure against the rear of a railway train, if it happens to be blowing in that direction, and if we stood on the rear platform of a stationary train we should feel that pressure: but if the train is started up and caused to move at the same speed as the wind there would be no pressure whatever.
One of the very first heavier-than-air flights ever recorded is said to have been made by a Japanese who dropped bombs from an immense man-carrying kite during the Satsuma rebellion of 1869. The kite as a flying machine has, however, two drawbacks: it needs the wind--it cannot fly in a calm--and it stands still. One early effort to improve on this situation was made in 1856, when a man was towed in a sort of kite which was hauled by a vehicle moving on the ground. In February of the present year, Lieut. John Rodgers, U.S.N., was lifted 400 feet from the deck of the cruiser _Pennsylvania_ by a train of eleven large kites, the vessel steaming at twelve knots against an eight-knot breeze. The aviator made observations and took photographs for about fifteen minutes, while suspended from a tail cable about 100 feet astern. In the absence of a sufficient natural breeze, an artificial wind was thus produced by the motion imparted to the kite; and the device permitted of reaching some destination. The next step was obviously to get rid of the tractive vehicle and tow rope by carrying propelling machinery on the kite. This had been accomplished by Langley in 1896, who flew a thirty-pound model nearly a mile, using a steam engine for power. The gasoline engine, first employed by Santos-Dumont (in a dirigible balloon) in 1901, has made possible the present day _aeroplane_.
What "keeps it up", in the case of this device, is likewise its velocity. Looking from the side, _ab_ is the sail of the aeroplane, which is moving toward the right at such speed as to produce the equivalent of an air velocity _V_ to the left. This velocity causes the direct pressure _P_, equivalent to a lifting force _L_ and a retarding force _R_. The latter is the force which must be overcome by the motor: the former must suffice to overcome the whole weight of the apparatus. Travel in an aeroplane is like skating rapidly over very thin ice: the air literally "doesn't have time to get away from underneath."
If we designate the angle made by the wings (_ab_) with the horizontal (_V_) as _B_, then _P_ increases as _B_ increases, while (as has been stated) the ratio of _L_ to _R_ decreases. When the angle _B_ is a right angle, the wings being in the position _a´b´_, _P_ has its maximum value for direct wind--1/300 of the square of the velocity, in pounds per square foot; but _L_ is zero and _R_ is equal to _P_. The plane would have no lifting power. When the angle _B_ becomes zero, position _a´´b´´_, wings being horizontal, _P_ becomes zero and (so far as we can now judge) the plane has neither lifting power nor retarding force. At some intermediate position, like _ab_, there will be appreciable lifting and retarding forces. The chart shows the approximate lifting force, in pounds per square foot, for various angles. This force becomes a maximum at an angle of 45° (half a right angle). We are not yet prepared to consider why in all actual aeroplanes the angle of inclination is much less than this. The reason will be shown presently. At this stage of the discussion we may note that the lifting power per square foot of sail area varies with
the square of the velocity, _and_ the angle of inclination.
The total lifting power of the whole plane will also vary with its area. As we do not wish this whole lifting power to be consumed in overcoming the dead weight of the machine itself, we must keep the parts light, and in particular must use for the wings a fabric of light weight per unit of surface. These fabrics are frequently the same as those used for the envelopes of balloons.
Since the total supporting power varies both with the sail area and with the velocity, we may attain a given capacity either by employing large sails or by using high speed. The size of sails for a given machine varies inversely as the square of the speed. The original Wright machine had 500 square feet of wings and a speed of forty miles per hour. At eighty miles per hour the necessary sail area for this machine would be only 125 square feet; and at 160 miles per hour it would be only 31-1/4 square feet: while if we attempted to run the machine at ten miles per hour we should need a sail area of 8000 square feet. This explains why the aeroplane cannot go slowly.
It would seem as if when two or more superposed sails were used, as in biplanes, the full effect of the air would not be realized, one sail becalming the other. Experiments have shown this to be the case; but there is no great reduction in lifting power unless the distance apart is considerably less than the width of the planes.
In all present aeroplanes the sails are concaved on the under side. This serves to keep the air from escaping from underneath as rapidly as it otherwise would, and increases the lifting power from one-fourth to one-half over that given by our 1/300 rule: the divisor becoming roughly about 230 instead of 300.
Why are the wings placed crosswise of the machine, when the other arrangement--the greatest dimension in the line of flight--would seem to be stronger? This is also done in order to "keep the air from escaping from underneath." The sketch shows how much less easily the air will get away from below a wing of the bird-like spread-out form than from one relatively long and narrow but of the same area.
A sustaining force of two pounds per square foot of area has been common in ordinary aeroplanes and is perhaps comparable with the results of bird studies: but this figure is steadily increasing as velocities increase.
Why so Many Sails?
Thus far a single wing or pair of wings would seem to fully answer for practicable flight: yet every actual aeroplane has several small wings at various points. The necessity for one of these had already been discovered in the kite, which is built with a balancing tail. In the sketch on page 18 it appears that the particles of air which are near the upper edge of the surface are more obstructed in their effort to get around and past than those near the lower edge. They have to turn almost completely about, while the others are merely deflected. This means that on the whole the upper air particles will exert more pressure than the lower particles and that the "center of pressure" (the point where the entire force of the wind may be assumed to act) will be, not at the center of the surface, but at a point some distance _above_ this center. This action is described as the "displacement of the center of pressure." It is known that the displacement is greatest for least inclinations of surface (as might be surmised from the sketch already referred to), and that it is always proportional to the dimension of the surface in the direction of movement; _i.e._, to the length of the line _ab_.
If the weight _W_ of the aeroplane acts downward at the center of the wing (at _o_ in the accompanying sketch), while the direct pressure _P_ acts at some point _c_ farther along toward the upper edge of the wing, the two forces _W_ and _P_ tend to revolve the whole wing in the direction indicated by the curved arrow. This rotation, in an aeroplane, is resisted by the use of a tail plane or planes, such as _mn_. The velocity produces a direct pressure _P´_ on the tail plane, which opposes, like a lever, any rotation due to the action of _P_. It may be considered a matter of rather nice calculation to get the area and location of the tail plane just right: but we must remember that the amount of pressure _P´_ can be greatly varied by changing the inclination of the surface _mn_. This change of inclination is effected by the operator, who has access to wires which are attached to the pivoted tail plane. It is of course permissible to place the tail plane _in front_ of the main planes--as in the original Wright machine illustrated: but in this case, with the relative positions of _W_ and _P_ already shown, the forward edge of the tail plane would have to be depressed instead of elevated. The illustration shows the tail built as a biplane, just as are the principal wings (page 141).
Suppose the machine to be started with the tail plane in a horizontal position. As its speed increases, it rises and at the same time (if the weight is suspended from the center of the main planes) tilts backward. The tilting can be stopped by swinging the tail plane on its pivot so as to oppose the rotative tendency. If this control is not carried too far, the main planes will be allowed to maintain some of their excessive inclination and ascent will continue. When the desired altitude has been attained, the inclination of the main planes will, by further swinging of the tail plane, be reduced to the normal amount, at which the supporting power is precisely equal to the load; and the machine will be in vertical equilibrium: an equilibrium which demands at every moment, however, the attention of the operator.
In many machines, ascent and tilting are separately controlled by using two sets of transverse planes, one set placed forward, and the other set aft, of the main planes. In any case, quick ascent can be produced only by an increase in the lifting force _L_ (see sketch, page 24) of the main planes: and this force is increased by enlarging the angle of inclination of the main planes, that is, by a controlled and partial tilting. The forward transverse wing which produces this tilting is therefore called the _elevating rudder_ or elevating plane. The rear transverse plane which checks the tilting and steadies the machine is often described as the _stabilizing plane_. _Descent_ is of course produced by _decreasing_ the angle of inclination of the main planes.
Steering
If we need extra sails for stability and ascent or descent, we need them also for changes of horizontal direction. Let _ab_ be the top view of the main plane of a machine, following the course _xy_. At _rs_ is a vertical plane called the _steering rudder_. This is pivoted, and controlled by the operator by means of the wires _t_, _u_. Let the rudder be suddenly shifted to the position _r´s´_. It will then be subjected to a pressure _P´_ which will swing the whole machine into the new position shown by the dotted lines, its course becoming _x´y´_. The steering rudder may of course be double, forming a vertical biplane, as in the Wright machine shown below.
Successful steering necessitates lateral resistance to drift, _i.e._, a fulcrum. This is provided, to some extent, by the stays and frame of the machine; and in a much more ample way by the vertical planes of the original Voisin cellular biplane. A recent Wright machine had vertical planes forward probably intended for this purpose.
It now begins to appear that the aviator has a great many things to look after. There are many more things requiring his attention than have yet been suggested. No one has any business to attempt flying unless he is superlatively cool-headed and has the happy faculty of instinctively doing the right thing in an emergency. Give a chauffeur a high power automobile running at maximum speed on a rough and unfamiliar road, and you have some conception of the position of the operator of an aeroplane. It is perhaps not too much to say that to make the two positions fairly comparable we should _blindfold_ the chauffeur.
Broadly speaking, designers may be classed in one of two groups--those who, like the Wrights, believe in training the aviator so as to qualify him to properly handle his complicated machine; and those who aim to simplify the whole question of control so that to acquire the necessary ability will not be impossible for the average man. If aviation is to become a popular sport, the latter ideal must prevail. The machines must be more automatic and the aviator must have time to enjoy the scenery. In France, where amateur aviation is of some importance, progress has already been made in this direction. The universal steering head, for example, which not only revolves like that of an automobile, but is hinged to permit of additional movements, provides for simultaneous control of the steering rudder and the main plane warping, while scarcely demanding the conscious thought of the operator.
TURNING CORNERS
A year elapsed after the first successful flight at Kitty Hawk before the aviator became able to describe a circle in the air. A later date, 1907, is recorded for the first European half-circular flight: and the first complete circuit, on the other side of the water, was made a year after that; by both biplane and monoplane. It was in the same year that Louis Blériot made the pioneer cross-country trip of twenty-one miles, stopping at will _en route_ and returning to his starting point.
What Happens When Making a Turn
We are looking downward on an aeroplane _ab_ which has been moving along the straight path _cd_. At _d_ it begins to describe the circle _de_, the radius of which is _od_, around the center _o_. The outer portion of the plane, at the edge _b_, must then move faster than the inner edge _a_. We have seen that the direct air pressure on the plane is proportional to the square of the velocity. The direct pressure _P_ (see sketch on page 22) will then be greater at the outer than at the inner limb; the lifting force _L_ will also be greater and the outer limb will tend to rise, so that the plane (viewed from the rear) will take the inclined position shown in the lower view: and this inclination will increase as long as the outer limb travels faster than the inner limb; that is, as long as the orbit continues to be curved. Very soon, then, the plane will be completely tipped over.
Necessarily, the two velocities have the ratio _om_:_om´_; the respective lifting forces must then be proportional to the squares of these distances. The difference of lifting forces, and the tendency to overturn, will be more important as the distances most greatly differ: which is the case when the distance _om_ is small as compared with _mm´_. The shorter the radius of curvature, the more dangerous, for a given machine, is a circling flight: and in rounding a curve of given radius the most danger is attached to the machine of greatest spread of wing.
Lateral Stability