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Tailplane stall recovery

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Old 14th February 2009 | 16:22
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Tailplane stall recovery

Apologies for being particularly dense, but I'm puzzled by the principles behind the 'stick back' tail stall recovery - how is it that increasing the (conventionally negative) angle of attack increases the (negative) lift of the stalled tailplane? There's been a previous Pprune thread on this but it doesn't seem to have answered the question; I've found an FAA guidance note on the topic, and the NASA folk who produced the excellent video (referenced in the thread on the Buffalo crash) have also produced a written report, from which a couple of pertinent paragraphs are:

Reducing thrust was the first part of the procedure because it was increasing thrust that led to the stall event that was encountered. Pulling back on the yoke increased the camber of the tailplane, which provided enough tail download to counteract the nose-down pitching moment and increase the atail. Raising the flaps was initiated by the copilot immediately, but the flaps are hydraulically actuated and movement is rather slow (~ 1º/sec). The major lesson learned to recover from a tail stall was to undo what was just done to cause the event.

It was noted that this tail stall recovery procedure is opposite of the recovery from a wing stall. The reason for the difference is the location of the flow separation. In a wing stall, the flow separates from the upper surface of the wing, therefore reattachment is made by decreasing the wing a. In a tail stall event, the flow separates from the lower surface of the tail and requires a positive increase in tail a to reattach the flow. Because of these differences in the stalling mechanisms and recovery procedures, it was determined that pilots should be made aware of the cues that may occur prior to a tailplane stall. Efforts to increase pilot awareness on this topic are described in the following section.
It's reasonable that to unstall the elevator one will wish to make its angle of attack more shallow (less negative), and that this will correspond to a more nose-up aircraft attitude, hence lower airspeed, reduced flap setting etc. But recovery seems to assume that elevator control remains to some extent effective: pulling back the column, raising the elevator, will increase the angle between the tailplane chord and airflow - ie tailplane alpha will become a larger (but conventionally negative) value. Naively, one would not expect a stalled aerofoil to respond with an increase in (downwards) lift.

A few thoughts...
  1. The NASA report refers to increasing the tailplane camber, suggesting that the effect is a profile-related increase in the lift of the stalled aerofoil, which is sufficient to change the aircraft attitude and subsequently unstall the tailplane.
  2. Conventional (wing) stall recovery relies upon a separate aerofoil (the elevator), which we don't have in this case. Pulling back is therefore equivalent to unstalling a wing by deploying flaps.
  3. There will presumably be an increase in the tailplane drag which, depending upon the aircraft, could help or hinder recovery.

Apologies for the curiosity: I appreciate that what works is more important than why it works, and the NASA video is compelling, so this is entirely academic - but then, so am I!

Many thanks,

Windrusher
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Old 14th February 2009 | 17:26
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The tail is conventionally producing negative lift. Think of it as an "upside down" wing. If you were just into a wing stall, and lowered flap, the increased camber effects the airflow of the air ahead of the wing, and the stall is recovered. Same for the tail, just upside down.
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Old 14th February 2009 | 17:58
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Okay, happy with that - but I guess it prompts me to clarify what's meant by the stall in this case (I'll assume that we're looking at the tailplane upside-down, so that lift and angle of attack are positive):
  1. the tailplane is stalled if the elevator deflection is fixed - ie lift decreases rather than increases if the angle between airflow and chord is increased (which, from this point of view, makes the stick-fixed aircraft unstable in attitude, as observed); but nonetheless
  2. the lift increases as usual with elevator deflection. The increase in camber therefore wins over the increased effective angle of attack.
I guess I'm comparing this with the usual tale about ailerons being ineffective at the stall...

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Old 14th February 2009 | 18:45
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Checkboard I'm not necessarily sure that's the case.

Imagine using ailerons in a stall situation (a BIG no no!) you merely deepen the stall on the wing with the downward moving aileron by increasing the AoA, this being one of the reasons that you may get a wing drop. I would suggest that using flaps in the case of a wing stall you would deepen the stall on both wings.

The standard stall recovery is to reduce the angle of attack of the wing, to unstall it. To use flaps or ailerons has the opposite and completely unwanted effect.

As I understand it a tailplane stall causes stick force reversal and leads to the elevator being forced into the nose down position, or vice versa, and the reason a hefty pull is required is to overcome this force (which can be huge).

Last edited by Chesty Morgan; 14th February 2009 at 18:56.
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Old 15th February 2009 | 00:41
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Tailplane stall recovery

Part of the issue with the tailplane stall is 'snatch' of the control surface, more accuaratly called a 'reversal of the hinge moment.' The ice contamination at or near the leading edge results in a 'bubble' of separated flow on the underside (vacuum or lifting side) of the tailplane. As the AOA (of the tail) increases, the bubble grows in length, with the re-attached flow point moving further aft on the tailplane chord, until it encompasses the control surface. Then the control surface is 'sucked' into the bubble and the flow fully separates. This 'snatch' of the elevator will typically pull the control column right out the pilot's hands and slam it into the full nose down position.

Part of the reason for the 'apply up elevator' step in the tailplane stall recovery procedure is to move the elevator back out of the 'snatched' full down position, which helps get the airflow to re-attach.

The same condition can happen on the ailerons when operating behind a contaminated leading edge. This aileron snatch is theorized to be the dynamic that caused the loss of roll control in the Roselawn accident with the ATR.

The aileron snatch phenomenon is more likely as the main wing approaches the stalling AOA (which is much less than normal due to the icing contamination of the leading edge.)
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Old 15th February 2009 | 01:02
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I assume this "snatch" only applies to non powered flight controls.

Just watched the movie from the first post. It answered my question for me.

Last edited by FE Hoppy; 15th February 2009 at 01:15.
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Old 15th February 2009 | 03:34
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Aileron snatch

You are correct; control surface hinge moment reversal is cited in the literature as not an issue in aircraft with powered controls.

Of course, that does not offer immunity from ICTS.
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Old 15th February 2009 | 12:52
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Quite an interesting video on that subjet :

Tailplane Icing

Regards,

og
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Old 15th February 2009 | 13:57
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See the explanation (with diagrams) of tailpane stall (listed under Tail Ice) - from the link in #1.
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Old 15th February 2009 | 14:08
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Chesty Morgan -

The standard stall recovery is to reduce the angle of attack of the wing, to unstall it. To use flaps or ailerons has the opposite and completely unwanted effect.
Don't know what airplane you're referring to, but every transport catagory airplane I've ever flown requires flap extension as part of a clean stall recovery.
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Old 15th February 2009 | 14:09
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control surface hinge moment reversal is cited in the literature as not an issue in aircraft with powered controls.
However there must come a point where the aerodynamic forces at the elevator will be stronger than the hydraulic powered controls (as per the well known servo transparency / jack stall in the rotary world) - has anyone any idea what sort of forces we are talking about in this fixed wing scenario?
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Old 15th February 2009 | 16:23
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DC-ATE, Q400, BAe 146 and E195. None of these require flap extension to recover from stall situations. Even after pusher activation.

In fact the E195 doesn't have a pusher only a shaker. The recovery from that is to apply full power and maintain the pitch attitude.

The only way to unstall a wing is to reduce the AoA of the wing not increase it by using flaps and or ailerons as this only causes the wing to enter deeper into the stall.
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Old 15th February 2009 | 16:51
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Chesty Morgan -
The only way to unstall a wing is to reduce the AoA of the wing not increase it by using flaps and or ailerons as this only causes the wing to enter deeper into the stall.
Well, that might be true in those "little" machines you're talking about, but not the stuff I've flown.
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Old 15th February 2009 | 16:56
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From: In your head.
Well I'd have thought the only way to unstall any wing is to reduce the AoA.

I'd be interested if you could expand a bit on your comments and which types you're referring to.
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Old 15th February 2009 | 17:09
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From: MI
Chesty Morgan -
I'd be interested if you could expand a bit on your comments and which types you're referring to.
Lockheed Constellation, Douglas DC-6/7, Boeing 737 (-200), and Douglas DC-8 (-50, -61, -62, -71). Flew the Lockheed Lodestar as well, but have no recollection of the stall recovery procedure any more!
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Old 15th February 2009 | 17:25
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From: In your head.
Well obviously those old fashioned things you flew have different characteristics to the "Little" modern things I fly!
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Old 15th February 2009 | 17:32
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From: MI
Chesty Morgan -
Well obviously those old fashioned things you flew have different characteristics to the "Little" modern things I fly!
Well, those "old fashioned" things took pretty good care of me for thirty years and I never bent a piece of metal, so something must've been right compared to all the problems I see and read about now-a-days.

Good luck to you.
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Old 15th February 2009 | 17:34
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From: I wouldn't know.
737s do not require any flap selection for stall recovery anymore, at least not 300 to 900s.
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Old 15th February 2009 | 17:49
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737s do not require any flap selection for stall recovery anymore, at least not 300 to 900s.
Well, I flew the 300 (but it was in the last Century!!) and from the Clean Stall we selected flaps. The incriment changed through the years, however. Time has a way of changing things I guess.
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Old 15th February 2009 | 17:59
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Can I just comment that you are not pulling back on the elevator in a tail stall to try to unstall the tailplane - you're puling back on the elevator to try to get some nose-up aircraft motion, because with the tail stalled the aircraft will be nosing over like mad if you don't.

To unstall the tail you need to reduce the AoA at the tail - which is achieved primarily by selecting wing flaps up and reducing the downwash over the tail.

The normal effect of flaps on an airfoil is to reduce the AoA at which it will stall (you're making the airfoil work harder, so you'd expect to have it "give up" sooner) - although the maximum lift for the flapped airfoil does increase. I would therefore be shocked if any of the cases cited used flaps ALONE to recover; lowering the AoA has to be part of stall recovery.

What lowering the flaps will do, in combination with a lowered AoA, is enable you to generate more lift once you're unstalled, so you'd need to lose less altitude to recover back to a safe flying speed. I don't know, but I'd think that's the reason for flaps selection on some types - to make the recovery better.
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