1. Flying Rotorcraft Faster Than 230 MPH

Challenges and Solutions


Date: May 13, 1998 01:03 AM
Author: Doug Marker (dmarker@zeta.org.au)
Subject: Point 1) Flying rotorcraft faster than 230 MPH (rev19 - 2 Nov 99)


Index


Problem1 - Air compressibility at fast rotor blade tip speeds One problem occurs as the tip of an advancing rotor blade exceeds mach .8+ (mach 1 being speed of sound). From about mach .8+, air compressibility problems cause an exponential increase in blade drag (and then horsepower to match it).
For a helicopter the horsepower is applied to the hub end of the blade through the main rotor. With a Gyro the horsepower is applied indirectly to the rotor through a puller prop, or pusher prop, or thrust jet.
This then is a factor that limits a helicopter or Gyro to speeds somewhere around 200-225 mph (or when the advancing blade tip of a rotor reaches this critical effect ).
The rotor needs enormous extra horsepower for very little gain in rotational speed which is translated into lift (and thrust). Also, for a powered rotor (helicopter) the opposing forces acting at the rotor tip and at the hub place even greater stresses on the blade.
Either way the blade may try to 'tuck and fold' in flight in response to the opposing forces. New rotor construction techniques can cope with much of these 'tuck and fold' forces. The horsepower problem is much harder to solve.

(NOTE: World speed record for helicopter is 249 mph over 15 km - for Gyro it is 120mph over 3km)


Quote from CarterCopters: Rotor tests - the rotor was instrumented6and tested at several RPMs, looking at the cyclic control loads, the collective loads, the pylon movement both fore/aft and side to side, the lift, flapping, and control system hydraulic pressures.

The maximum RPM reached with the propeller also running was 540 RPM, at approximately 88 horsepower. Without the propeller, the rotor went to 580 RPM (Mach .91) at approximately 145 horsepower. Compressibility effects at the rotor tip were causing a steep increase in power required for a small increase in RPM. Therefore, jump takeoffs will be performed at 525 RPM (Mach .825).


Restating this problem :- Rotor blades CAN travel faster than the speed of sound, it is the energy (horsepower) needed to drive them through the air at above about mach .8 that is a major problem.
A secondary problem comes from the stresses acting at each end of the rotor blade. It doesn't really matter if the force fighting compressibility is from a powered rotor or the indirect force from a pusher or puller engine.
(There is another problem that does emerge when the rotor tips exceed mach 1 - the problems caused when one part of a flying craft is creating mach 1 shockwaves that hit other parts of a craft that are not travelling faster than mach 1 - this problem is avoided by the CarterCopter so will not be explored in this write-up).


Problem 2

- Retreating Blade Stall - where the craft is moving so fast that the retreating blade experiences places in its swept area where it 'stalls'. This effect also limits the speeds that helicopters and Gyros that use fully 'loaded' rotors can fly at.
Put simply it is the effect that occurs as a rotor craft flys faster and the retreating blade loses lift or 'stalls' in parts of its swept area, due to not enough airflow (or a reverse airflow) occuring.

Several rotorcraft have been built over the years, that 'unload' their rotors by using stub wings, in order to cope with retreating blade stall (and the compressibility problems).

The prototype Lockheed Cheyenne AH-56A helicopter used rotor 'unloading' and a pusher prop for this very purpose.
Pictures & Write-up of the Cheyenne AH-56A


Problem 3 - Rotor stability and flapping effects at high forward speeds

Another challenge is the issue of rotor stability and flapping at forward high speeds.
In order for the rotor to maintain adequate stability, the rotor blades need to provide equal lift at all times and to resist the destabilising forces acting on the rotor at high speeds.

One additional issue for a rotor is that with a conventional 2-bladed rotor, in particular, there is the need for the rotor edgewise natural frequency to always be higher than the frequency of the highest RPM the rotor may spin to.

Also, a rotor while spinning and moving forward at very high speeds, presents a maximum resistance profile (drag) while the blades are out sideways and its minimum resistance profile while the blades are fore and aft. So 2 times per one full revolution, the resistance goes from max to min - this resistance can be plotted as a sine-wave where the peaks up & down are the maximum profile resistance and the sine-wave crossover points are its minimum resistance. If the natural harmonic frequency of the whole rotor matched the frequency of spin or a multiple of it, the rotor could quickly vibrate itself to destruction because of the harmonic buffeting as the rotor profile resistance frequency matches its inherent harmonic frequency.

These issues poses a special challenge for a fast flying craft like the CarterCopter - an entirely new rotor design approach was required and this was done by building a 2-bladed rotor as a single mono-constructed unit with high in-plane edgewise stiffness.

Regarding flapping, in normal forward speeds, blade 'flapping' occurs to help achieve lift equilibrium - an advancing blade moves upwards while a retreating blade moves downwards as a way of compensating for the different lift forces acting on each blade in forward flight. Flapping is allowed to occur by fitting either a teeter (see-saw) hinge for 2-bladed rotors or by fitting individual flapping hinges to each blade root (usually when there are 3 or more blades).


Blade flapping does not occur in a normal hover when there is zero wind as all blades are experiencing the same wind speed. As soon as the craft starts to move through the air or if a wind starts to blow through the rotor system, the blade advancing into the wind experiences more lift than the retreating blade hence the need to allow the 'flapping' movement to counter the resulting lift imbalance between the blades.

Increased flapping activates other forces that can cause vibration and control problems. Some helicopters have quite complicated blade hinges and damping mechanisms to minimise the direct and indirect impact of flapping. The CarterCopter is no exception and has employed its own various damping mechanisims which are described later.

Many helicopters (more than 2 blades) use a 'fully-articulated' head - one that has hinges for flapping plus hinges that allow the blades to creep forward and backward during flight. The forward & backward creep occurs more during heavy flapping. The CarterCopter's composite I-beam design deals with many of these forces (described again later).


Problem 4

- Normal rotor drag as a rotor moves forward through the air at speed - The problem of the normal high drag provided by any spinning rotor (a seperate issue from the exponential increase in drag when the rotor blade tips reach just over mach .8).

A rotor flying forward through the air not only has to overcome the drag experienced by rotor blades as they spin in the air, but also has to cope with the effects of the spining rotor itself flying at speed through the air.

Spinning unpowered rotors are driven because of an effect that causes a section of the inner part of the rotor blades to want to move forward (thus spinning around the rotor hub and mast) rather than upward. The lift characteristics of the outer portion of the blades want to move upward and slightly rearward rather than forward. So the rotor drive comes from the inner area (called the 'Driving Region') and the main lift comes from the outer area (called the 'Driven Region'). So the faster a rotor is pushed through the air and allowing for the rearward tilt of the rotor disk and the pitch of the blades, the rotor will try to spin faster which also increases the profile drag of the entire rotor.

The speed of a autorotating rotor is the speed at which the Driven Region opposes the force of the Driving Region. That is the Driving Region torque is matched by the retarding torque of the Driven Region.

Gyro (or auto-rotating) rotors need to be 'loaded' all the time in order for the Driving Region of the blades to keep driving the Driven portion of the blades. Lightweight rotor blades that become 'unloaded' will decay in speed much faster than heavy blades due to the different inertia characteristics. They will also accelerate faster when loading increases.


Problem 5

- The effects of high speed reverse airflow on the retreating blade - In flying the CarterCopter they have to cope with the effects of

  1. the rotational speed of the rotor and
  2. the speed of the spinning rotor system in flying forward through the air at speeds up to 400+ MPH.
When at this speed and with a rotor speed as low as 100 RPM there would be approx 200MPH difference between airflow over the advancing and retreating blades.

The blade moving forward will be experiencing approx 500MPH forward airflow at its tip while the retreating blade will experience about 300MPH reverse airflow at its tip.

This problem is one of the more controversial that the CarterCopter deals with.


The way CarterCopter sets out to solve these problems is :-


Solving Problems 1-2-3 Part A - Solving problems 1-2-3, in one hit they eliminate many of the problems presented.

To do this the rotor is 'unloaded' at high forward speeds, that is, the pitch or angle-of-attack is reduced to near zero degrees and the rotor disk is tilted almost parallel to the airflow. This means that at this time the rotor is now providing a very small amount of lift at this high speed, so the craft requires wings that will have by this point taken over that role. While it would be good to stop the rotor altogether, it is a big challenge to do so.

The CarterCopter has very high aspect ratio wings that are close to the same overall length as the rotor diameter (high aspect means they are very long compared to their width - a bit like a rotor blade which is in effect a very very high aspect ratio wing).

This wing shape also provides reduced drag when compared to a low aspect ratio wing. Low aspect ratio wings are needed for slow flight in craft that must have a low stall speed (in fixed-wing craft, there are legal requirements for minimum stall speed). On the CarterCopter the rotor provides primary lift in slow flight (below 100 MPH) and as with all Gyro rotors (at the correct reward disk tilt and collective settings) has no real stall speed.

The CarterCopter's wings will normally take over the burden of lift at a speed close to just above 100 mph depending on what the flying gross weight actually is.


Part B - Solving Problems 1-2 & 4 To solve problems 1-2, (compressibility & retreating blade stall effects), and also reduce problem 4, (high drag) - the rotor is not only 'unloaded' but also slowed down. Doing this means that the advancing blade tip keeps well below mach .8.

By slowing the rotor down also greatly reduces the rotor drag. The horsepower reduction gained by reducing the CarterCopter rotor speed to 1/3 what it was, is 1/27th of the horsepower! (the Fan Law).

Direct quote from Jay Carter : "The profile horsepower required in flight due to the rotor is essentially a function of rpm3 (rpm cubed) and the forward velocity of the rotor.

Dropping the rotor rpm from 300 to 100, for example, reduces the rotational aspect of the rotor profile horsepower to approximately (1/3)3 or 1/27 of the rotational profile hp @ 300 rpm.

Because the surface area of the rotor can be small in comparison to a fixed wing aircraft for the same lift, the forward velocity drag component on the rotor is small relative to a fixed wing.

Since the rotor provides lift at slow and intermediate speeds, the wing can be sized very small and still provide all the lift for cruise conditions.

This combination of a very small high aspect ratio wing with a slow turning rotor results in significantly less net lifting surface drag than a comparable fixed wing propeller driven aircraft. "


The CarterCopter will achieve the slowing by tilting the rotor plane to be almost parallel to the airflow as forward speed passes 100 MPH, then by triming this angle such that the rotor slows to approx 100 RPM. Normal rotor speed, in slow speed flight, is about 300 RPM.

The CarterCopter rotor spining at 100 RPM at near zero blade pitch only takes 3hp, this is a very small penalty to pay compared with the complexity of trying to stop the rotor altogether. So applying the fan law ...
At 300RPM if the hp energy needed to spin the rotor is 81 hp then,
At 100RPM the hp energy needed is one 27th of 81 = 3 hp.


Rotor Stability - Solving Problem 3 To maintain rotor stability, problem 3, - the CarterCopter has several features...
  1. slowing the rotor down once the wings have assumed lift,
  2. by way of the rotor tip weights in maintaining centrifigal force in the rotor and
  3. in the method of construction of the entire rotor assembly.
A big challenge for the CarterCopter is how to prevent the slow turning rotor blades from buckling (that is, blades bending if the airflow gets under or over them and they are not stiff enough to resist folding over).
CarterCopter solves this by both the way the rotor is designed and the use of heavy tip weights

Quote 1 from CC Engineer Adrian Nye : - The main technique is the tip weights - they increase the centrifugal force so much that a pretty low RPM is enough to keep the rotor stable.

Our rotor can be thought of as a 55 pound weight on the end of a 16 foot string. We are not relying on the stiffness of the string to keep it stable.

In flight we can measure flapping which will give us a good idea of when the rotor RPM is getting too low for a particular forward speed.

Quote 2 from CC Engineer Adrian Nye : - Flapping is safe up the flapping limits of the rotor head.

The stability of the blades at high speeds is based on the centrifugal force of the tip weights holding the rotor blades straight out, a force that has to remain greater than the aerodynamic forces trying to destabilize it.

The pilot will have a flapping gauge and warning, which is how we will safely find out what the rotor RPM has to be at each forward airspeed to maintain rotor stability.


To prevent the blades from stopping altogether the CarterCopter rotor takes some small advantage of the anemometer effect by which the airflow will cause the rotor to spin due to different drag coefficients on the advancing and retreating blade.

The anemometer effect is used in devices that measure wind speed.

But to keep the rotor spinning at the required minimum of approx 100 RPM mostly requires the use of the windmill effect.
The windmill effect occurs as air passes through the free-wheeling rotor blades.

To explain this effect we should also look at what happens at slow forward speed (again from Jay Carter Jnr) ...

  • Increasing blade pitch at low forward speeds when the rotor is providing significant lift slows the rotor down. This slowdown occurs because as blade pitch is increased the lift would also increase, except as the lift starts to increase the pilot pushes forward on the stick to keep from climbing and to keep lift constant.

  • At higher speeds when the rotor is supplying less lift, collective has less effect on the rotor rpm while rotor tilt has more effect. At the higher speeds, increasing collective does increase flapping but the lift doesn't change much.

  • Once the CarterCopter reaches a forward speed of approx 100 mph, the collective will normally have been reduced to zero and the main rotor rpm and its lift at that point, will be controlled by rotor tilt angle

  • QUOTE From Jay Carter Jnr "Calculating the resultant angle of air flow through the rotor at different distances from the hub, at different positions relative to the airstream can be really involved. From this information the rotor lift and drag at each section can be calculated and that information used to calculate rotor lift, drag, flapping, and rpm. (I cannot imagine how this information was calculated before high-speed computers were readily available)".

Rotor Stability and the design of the CarterCopter rotor blades - The rotor is a tip-to-tip composite construction.

The core of the rotor is an I-beam that is torsionally soft if twisted but edgewise (in-plane) is very stiff. The I-Beam is flexible (out-of-plane) to reduce loads due to rotor coning.

The purpose of twisting the core I-beam is that the actual airfoil part of each rotor blade (on the inner half of the I-beam spar) is hollow but the outer section lengthways - from the middle to blade tip - is rigidly attached to the I-beam spar it is fitted on.

The I-Beam spar in this hollow inner section of each blade, gets twisted when collective pitch is applied to the outer airfoil part.

Another way to explain this - picture a 33.5 foot long rod (our I-beam spar), in the middle of the spar there is a doughnut shaped moulding that becomes part of the hub. Over each end of the spar we slip a hollow 16 foot airfoil blade as sleeves.
If we then firmly attach the outer lengthwise half of each blade to its section of spar but leave the inner half lengthwise free, then by applying a twist at the root of either blade (pitch-change) to the outer airfoil sleeve, the inside unattached part of the I-beam spar will twist with the outer sleeve thus effectively providing a pitch change. Also, because this pitch change technique is used collectively (not cyclicly) the spring tension in the twisted sections of the spar are equal so there are no tension imbalances to be dealt with.

This is a very simple pitch change technique and a simple mechanism compared to most other rotor craft.


The CarterCopter rotor is stronger than a normal 2-bladed rotor because of the 33.5 foot I-Beam being a monoconstruction thus holds the rotor blades together such that the whole rotor with airfoil blades fitted, acts as one unit.

The rotor is further stiffened by the inclusion of 55Lbs of depleted uranium in each tip - this is 1.7 times heavier than lead and is moulded as slugs, into a 7ft segment of each rotor blade near the tip.

At 100 RPM the rotor maintains the required rigidity to withstand buckling from the airflow. One needs to remember that the air is less dense the higher one goes - at 40,000 Ft it is approx 1/5 th as dense as at sea level.

The entire rotor is close to 240 Lbs including the 110 Lbs of depleted uranium. This is lighter than most similar size helicopter rotors are even including the weight of the depleted uranium. Most helicopters concentrate their weight in the center while the CarterCopter advantageously concentrates its weight at the rotor tips.

The collective pitch control is very simple because of the novel use of the twisting I-Beam in the center of the blades (no big hub and massive bearings).

A properly designed rotor (symetrical front-to-rear) can handle the reverse airflow that is going to take place as the craft speeds up to 400 MPH.
When at this speed and with a relative rotor tip speed of say 100 MPH there would be approx 200 MPH difference between airflow over the advancing and retreating blade tips. The blade moving forward will be experiencing approx 500 MPH forward airflow at its tip while the retreating blade will experience about 300 MPH reverse airflow at its tip.

Some people want to see this work before they will believe it and that is understandable.

Many people have difficulty grasping that at these high speeds the rotor pitch is near zero and while there will be a small amount of flapping taking place, the rotor is essentially 'unloaded'. One also needs to visualize that the air at high altitude, is a fraction of the density of air at sea-level.

CarterCopter are satisfied it will work exactly as predicted and tested on their 1/6th scale rig.


Other Aspects of the CarterCopter Design Some other points. The CarterCopter, like most Gyrocraft, uses a tilting spindle to induce tilt of the rotor disk. It doesn't use 'direct' cyclic-pitch control or a swash plate as is used by helicopters.

Because they are able to shape the composite material in the middle of the monoconstructed rotor I-beam they have shaped a hollow that allows them to place the tilting plane within 1/2 inch of the centre-of-lift.

The tilting spindle is very short and provides satisfactory control to the pilot operating the cyclic (rotor tilting) stick. This tilting spindle and its mounting are designed to allow the normal oscillating forces that can appear in a rotor, to move the tilting spindle without affecting the current tilt angle or collective setting.

The control rod that is used to apply collective is actually inside the tilt spindle and also passes through the hollow rotor shaft which is connected via a universal coupling to the tilt spindle.
The rotor shaft is needed to pre-rotate the rotor before take-off (sounds complcated but looks remarkably simple when looked at). (There is a photo of the rotor head in the Pictures section).

One other important design factor is that the teeter hinge (the see-saw used to allow blade flapping) is pivoted at 30 (or 60 depending on how you look at it) degrees rather than 90 in much the same way a normal two-bladed helicopter tail-rotor is hinged (called Delta-3). As the blades flap the offset pivot causes blade pitch to alter in opposition to the flapping effect. This rotor flapping damping technique is feasible on the CarterCopter because it also has its high aspect ratio wings which have flaperons plus there is the tail stabilator, both of which provide pitch and roll control in addition to the rotor. However the tail stabilator only comes into operation during high-speed flight.


Explained again in more detail (the mechanics associated with tilting the rotor spindle).

Firstly the tilting rotor spindle is only inches long, is hollow and rotates inside a universal gimbal that is mounted to the airframe pylon within 1/2 inch of the centre of lift. The gimbal bearing mounting is the top side of a shock absorbing mechanism (a parallelogram device) that absorbs fore/aft movement of the whole rotor assembly. (See photo in the Pictures section).

This parallelogram shock absorbing mechanism is inside the top of the CarterCopter pylon that is between the main fuselage and the rotor hub. The assembly can move fore/aft without changing either the collective setting or pitch/roll tilt settings.

The hollow rotor spindle allows the collective to be controlled by a pushrod that moves up and down inside it and through the appropriate use of bearings it can spin with the rotor spindle.

A transmission universal joint connects the tilting rotor spindle to the hollow main rotor shaft - the main shaft is used for spinning up the rotor prior to take-off. A drag reducing cover over the rotor control mechanism greatly reduces drag as compared to helicopters or other gyroplanes.


Hopefully this has explained why the CarterCopter will be able to travel at high-speed with a slow turning unloaded rotor.

One comment I have added to this topic but which crops up from some people, is what is it about Jay Carter that he understands rotors so well vs all the many highly paid experts of rotary wings both current and over the years - It is this .... Jay Carter ran one of only two major US companies that constructed composite variable-pitch rotors, up to 80 ft in diameter for use in his own company's wind turbines. These rotors had to work in extreme conditions in extreme locations. A 32 ft composite monoconstructed rotor using a warping I-beam and with depleted uranium in the tips is no great mystery to him. It quite reasonably may be a mystery to many other rotor experts.

Cheers

Doug Marker


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- 04 Dec 1998
Created: 01 Dec 1998 - Updated: 2 Nov 1999
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