Tail rotor malfunctions for beginners
Having talked offline to a number of contributors, the general consensus is that an attempt should be made to simplify the dynamics associated with tail rotor problems – the pilots nemesis.
I'm applying the mnemonic:
KISS.[Keep it simple stupid!] on purpose so that all helicopter pilots might understand or relate to it.
There are aerodynamicists, test pilots, victims, individuals out there who know much much more than I and it is hoped they will contribute too. All I ask is that they remember the golden rule throughout:
KISS. This is not meant to be a technical blow by blow description of vectors and forces. It is meant to shed some light on a poorly understood malfunction(s).
My main reference is the comprehensive CAA report:
http://www.caa.co.uk/docs/33/capap2003_01.pdf
It discusses many aspects on this subject. Some are fascinating, some are complex...all are thought provoking. Aviators can never stop learning and if it helps one guy out on the day of the race....job done.
Warning: This is not, in any way to be seen as subject matter expert advice. It is background chatter; something to bolster your confidence if and when the day comes. Enjoy.
I invite as many people out there to spread the word and accept the following:
Tail Rotor Failure [TRF]: Mechanical failure resulting in the TR ceasing to act as an anti torque device, either by stopping rotating or breaking up or by departing flight.
Tail Rotor Control Failure [TRCF]: Mechanically sound, still rotating, restricted movement.
TRF:
Catastrophic TRF: If the tail gearbox departs flight, the associated change of CofG will almost certainly cause the aircraft to pitch out of control due to the (weight x moment arm) change caused by the removal of “x” Kg of metal at the end of that moment arm. ENDEX.....
Contained TRF: If the tail rotor stops rotating due to bearing failure; gearbox seizure, drive shaft failure or (closest to my heart):
thomas coupling failure! Its raison d'etre ceases.
In the hover: A/c will yaw and pitch immediately and uncontrollably. Time permitting, chop the throttle(s) to reduce (not stop) the yaw. LAND ASAP. Hope for a safe touchdown. Another reason why you should not hover too high. ENDEX......
In flight: There will be an undemanded yaw and pitch input
TRF's will result in the a/c yawing in the opposite direction to the rotation of the blades.
(Whereas an engine failure causes a yaw in the same direction of rotation).
More often than not, a TRF in the cruise where the tail rotor is still attached to the airframe, will result in some form of controlled landing (as opposed to a crash). Invariably a running landing or an EOL. The controlling factors for a successful landing (for the pax not necessarily the a/c) are:
Height at which failure manifested itself.
PRT (pilot reaction time).
Level of experience of the flying pilot.
Training.
Speed of a/c.
Stiffness of airframe (weathercocking ability).
(To name but a few.)
Height: The higher you are in normal flight, the longer you have of regaining control.
PRT: The average PRT is estimated at 2 seconds for most instances. Any longer and the a/c could exceed airframe stress limits and in flight break up could occur.
Experienced pilot: Speaks for itself – they have trained and practiced for these occasions so some of it shouldn't come as a surprise. They are therefore less likely to 'overload'.
Speed of a/c: The faster you are travelling the more likely the a/c will remain cocked in the direction of travel. Atleast the yaw disturbance would be minimised.
Stiffness: Some a/c are more benign to TRF transgressions [Dauphin / EC135 / Squirrel etc]. Others may not be so forgiving [R22, Alouette etc]. The stiffer a/c will reduce the amount of yaw, making it more likely to prolong fwd controllable flight in an attempt to reach a LZ.
These factors combined will decide the eventual outcome: auto / EOL / running landing. The general 'expert' advice gleaned from actual and simulated experiences, suggests that a TRF in fwd flight and at height should be concluded with an EOL with the minimum of delay. This - because you are purposely putting the a/c into a known, tried and tested flight regime (auto) which also reduces the offset of yaw and pitch and culminates in a minimal fwd speed landing reducing the chances of high impact trauma. Prolonging flight leading to a resultant running landing could exacerbate the fault, cause unrecoverable departures from flight at height or below a minimum speed or increase the chances of a traumatic ending if speed and/or heading are uncontrolled at touch down.
In summary then it is suggested that a TRF in fwd flight and at sufficient height should be handled thus:
TRF in fwd flight results in uncontrolled yaw in the opposite direction to main rotor rotation.
Playing with the collective results in more yaw (applying collective), or less yaw (lowering collective). Regain some form of fwd controlled flight accepting yaw and or height loss. Continue fwd flight only if absolutely necessary. (IE: flying over hostile terrain).
Turn into wind if possible remembering to
turn away from direction of yaw.
Enter auto (yaw reduces), establish auto rotation and consider chopping the throttle(s). Yaw further reduces slightly if the engine is shut down (but on some helos may cause a counter yaw).
Flare (yaw further reduces), level and cushion touchdown by cross controlling for yaw offset and side slip. Always shut the engine down immediately after touchdown as the reducing Nr will cancel out any tendency for the a/c to counter yaw substantially thereafter. Attempt as close as possible a zero fwd speed landing.
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TRCF: This is where it gets tricky for the incumbent, because it allows the pilot time to ‘experiment’ and we all know what happens then
The plan therefore is to apply
KISS once more. Here goes:
The pitch on the TR blades is controlled (normally) by cables or rods. The pitch changes the amount of anti torque available to offset yaw due to the rotation of the main rotor.
If you RAISE the collective, the helicopter yaws in the OPPOSITE direction of main rotor rotation. And visa verse. When you RAISE the collective, I call the pedal that is pressed to keep the a/c pointing straight:
POWER PEDAL. When you lower the collective, you ease off the power pedal to keep the a/c straight..or apply pressure to the other pedal, dependent on helo type.
When the ability to change the TR pitch stops, the a/c will yaw in direct proportion to the amount of collective lever movement and the pilot will not be able to prevent this happening.
Raise the collective without applying power pedal and the a/c yaws in the opposite direction to MR rotation. Lower the collective and the a/c yaws in the same direction as MR rotation.
For me, as I was learning about permutations for power/speed/heading offset/collective position/fiddling with throttle settings (and then changing to a new helicopter where the MR rotation was in the opposite direction! I felt I needed a ‘crutch’ to rely on, that would remain a constant.
Here it is:
The moment I discover I have a possible TRCF, I remember the torque setting it happened at. I remind myself that a millisecond before the a/c became ‘unserviceable’ it was under control and flying in the direction I wanted it to fly in. Therefore if I can get back to that Torque setting prior to touchdown, the a/c will be pointing in the direction I require.
Example 1:
Flying straight and level – everything appears normal. I decide to descend (by lowering the collective) and in so doing, the a/c immediately yaws in the same direction of MR rotation without permission. I raise the collective back to the original torque setting and the a/c resumes ‘normal’ again.
I then commence my procedure for dealing with a TRCF i.a.w. my aircraft manual and my experience (or lack of it). However, when I finally wish to land safely at the end of this procedure, I know that by attaining that original torque setting, the a/c will be under some form of ‘recognisable’ flight regime (ie: straight and level).
In the above instance, the malfunction manifests itself at cruise power (say 50% Tq). I must therefore find a way to reproduce a relatively sustained profile at 50% Tq immediately prior to touchdown to achieve a survivable outcome.
Example 2:
I am in the climb where everything appears normal (70% Tq). As I lower the collective to level off, there is an undemanded yaw in the direction of MR rotation. I have a high power TRCF @ 70%. .
Example 3:
I am in the descent to land (30% Tq). I level off and there is an undemanded yaw in the opposite direction of the MR rotation. I have a low power TRCF @ 30%.
In all of the above examples, provided I can reproduce those ‘safe’ Tq settings (30, 50, 70), I will be in a relatively safe flight configuration. Now all I have to do is reproduce those steady states long enough to land:
Low power TRCF:
Where do I witness low power settings in my helo?
Bottom of a normal approach prior to arresting the descent.
Bottom of an auto prior to levelling.
Or if you look at the “
KISS” power required curve below – Vy .
Vy varies for different helos but is around 60-70kts.
https://www.dropbox.com/s/hzt232ckxgb7ieq/Prfig2.gif
So, with a low power TRCF, I would initially endeavour to level off by raising the collective and accept the offset yaw in the opposite direction of MR rotation. I would then fly at Vy (minimising power, thus minimising this offset yaw) to a suitable landing strip. On arrival at the landing strip I would then initiate a
SHALLOW descent at 60-70 kts (offset yaw reduces even more because you lowered the lever to descend). Prior to and just above the touchdown point, whilst still at 60-70kts, initiate a very gentle and prolonged nose up attitude (I specifically did not mention the word ‘flare’!). Allow the speed to decrease whilst still maintaining a gentle descent to land.
[
*WARNING: If you reduce speed too much, you could end up dropping through your descent angle and have to apply collective to restrain the increasing R.O.D which could lead to uncontrollable yaw in the opposite direction to MR rotation and subsequent loss of control of the helo. In low power TRCF therefore be prepared for a relatively fast (50+kt) running landing].
Speed should now be inside the safety parameters for a running landing and either the skids / wheels can be used to maintain straight as you raise the collective to cushion the remaining touchdown, or if you are able (in a single pilot helo) bring the throttle back commensurate with the rate of change of yaw to remain relatively straight. In a twin pilot a/c the other pilot can play with the throttles at this stage.
[The bottom of this approach requires practice if it is to produce a polished outcome, but in an emergency, an unprepared landing without previous practice should still save your life].
Cruise power TRCF:
In the above low power TRCF scenario, I was trying to mimic the Tq I had when the TRCF manifested itself (30%). On the graph, 30% Tq or SHP relates to a minimum speed of Vy (ish).
This time though, with a cruise power TRCF I am looking to achieve 50%. From the graph it appears that the respective speed for this power is slower than Vy (as I move up the y axis from 30 – 50 Tq). So if I employ the same tactics as in the above scenario, at the bottom of the SHALLOW approach I can afford to slow down even more, prior to touchdown by raising the collective further to try to achieve 50% Tq/SHP. The result being that my touchdown speed is even lower than the previous scenario’s final running landing speed.
High Power TRCF:
The “easiest” outcome of them all. Using the same scenario as both of the above and in the best interests of KISS – I now have to go even further up the y axis to find 70% Tq/SHP. This means that at the bottom of my SHALLOW approach, as I begin my progressive nose up attitude immediately prior to touching down, I can bask in the satisfaction of knowing that the collective will need to be raised significantly as I slow down more, and more and more en route to achieving 70 Tq/SHP. In fact I might even (wind permitting) be able to come to a hover, or a (trickle) fwd drift.
In summary:
TRF: Provided the gearbox assembly remains onboard the probable outcome is a land as soon as possible (LASAP) auto and/or an EOL.
TRCF: Memorise the shape of your helicopters power/drag curve and picture where on the Tq axis your malfunction manifested itself and how you are going to return to that figure immediately prior to touch down. LASAP.
Remember: the more you practice this manoeuvre the more likely you will be able to survive it on the day of the race.
