4. How the CarterCopter Controls its Rotor Blades and Rotor Disk



Date: May 28, 1998 06:18 PM
Author: Doug Marker (dmarker@zeta.org.au)
Subject: Point 4) CC's method of tilting its' Rotor Disk (Rev 7 - 2-Nov-1999)


Index


The following comments are intended purely as a layman's guide on how the CC's rotor disk is controlled. The comments here are focussed on 2-bladed rotor systems and do not go into any great depth on the issue of gyroscopic precession or other in-depth technical issues, there are plenty of books that cover those aspects very well. The point is to outline the how and why the CarterCopter does it the way it does, which by all accounts is quite unusual.

(However it needs to be explained that there are actually two acceptable ways of describing how and why the rotor disk tilts in one direction even though the - and + pitch of the rotor blades is greatest at the points 90 degrees before and after the lowest point of tilt - these two descriptions are referred to as 1-aerodynamic description, 2-gyroscopic precession description. Both descriptions achieve the same result - Both descriptions are mixed together here - The CC team believe the aero-dynamic description is the most accurate).


Preamble - Helicopters vs Gyros vs Fixed-wing.

As a simple statement, a helicopter moves in a particular direction by tilting its' rotor disk in the direction it wants to move in. It's rotor is 'powered' and as such acts as the primary mechanism for vertical flight as well as directional flight. A 'powered' rotor normaly has air flowing down through it much like a fan sucks & blows air.

Because the rotor is 'powered', a helicopter requires a mechanism to counter the 'rotational torque' operating on the engine and frame of the helicopter, this force is trying to turn the body of the h/c in the opposite direction to the rotor. This mechanism is (of course) the anti-torque tail rotor. The tail rotor is also used, at times, to face the body of the helicopter in a particular direction.

A gyro uses the rotor differently. It is 'unpowered', that is it turns because air is flowing through it like a 'windmill'. A gyro rotor is typically tilted rearward to allow the 'wind' to pass up through it and to keep it spinning. Without this 'wind' the rotor would stop. The gyro uses a 'pusher' or puller ('tractor') prop to propell the craft through the air and relies on tilting the rotor PLUS use of a tail vertical stabiliser to turn. The forward thrust in-turn forces air up through the rotor thus spinning it and providing the lift needed to maintain an altitude. The rotor is a spinning wing.

The single biggest difference in the appearance of a h/c rotor vs a gyro rotor in flight, is that as a h/c flies forward, its rotor is tilted forward whereas a gyro's rotor is tilted rearward. This is the difference between air passing down through the rotor (h/c) and air passing up through the rotor (gyro). Also ...

A helicopter with a 'powered' rotor can sit motionless in the air as it's rotor is sucking air through the top to create lift which holds the craft up.

Without enough forward airspeed, a gyro will slowly sink to the ground - as it sinks air is still passing up through its rotor which keeps the rotor spinning. Because the rotor is spinning the 'spinning wing' continues to create some lift and the spinning also prevents wing 'stall' thus both helicopters and gyros do not suffer from the greatest plague to fixed- wing aircraft - wing stall. But that does not mean they are safer - yet.

The following section focuses on the control of a rotary wing and for the purpose of this write-up accept that both tilt their rotor for some purpose.


Direct and Indirect Cyclic-pitch Control. Tilting a 2-bladed rotor disk is usually achieved by applying a 'cyclic-pitch' change to the rotor blades which then with the aid of the see-saw hinge (and obeying the laws of aero-dynamics *or* gyroscopic precession), fly to a new plane-of-rotation where the lift between the blades balances out again thus effectively 'tilting' the rotor disk.

Changing the cyclic pitch on rotor blades can be done many ways but usually divided into 'direct' control of the blade pitch vs 'indirect' control of blade pitch.

Many (but not all) gyro's including the CarterCopter use a 'tilting spindle' which causes the tilt of the rotor disk with 'indirect' cyclic-pitch control.

Helicopters generally use a moveable swash-plate which sits around the main rotor shaft and when it is tilted it in turn applies 'direct' 'cyclic-pitch' control to the rotor blades through the use of pitch-control rods to the root of each rotor blade. As the blades spin in a given plane-of-rotation they change pitch 'cyclicly' (per cycle) and this induces the blades to fly to a new 'plane-of-rotation' more or less parallel to the swash-plate.

On craft that use a swash-plate, are 2 sets of control rods,

  1. a set for tilting/moving the swashplate by control mechanisms from in the helicopter, and
  2. a set of blade-pitch control rods connected from the inner race of the swash-plate bearing to the rotor blade pitch-control arms used for changing the pitch of the rotor blades.
A swash-plate will usually control pitch of the blades with an equal increase or decrease in pitch (for collective pitch control) and opposing increases in pitch (for cyclic pitch control). Collective is achieved by moving the swash-plate up or down (without tilting it), by doing so the blade pitch control arms move up or down the same amount.

A swash-plate (of course) allows the pilot to mix collective pitch changes with cyclic pitch changes (swash-plate vertical movement + swash-plate tilting).

Tilting the swash-plate applies 'direct' cyclic pitch change to the rotor blades which fly to a new plane-of-rotation which in turn means a tilt in the rotor disk. Some helicopters can use other methods of applying cyclic-pitch control such as those based on the 'Hiller control system' & will not be covered here. Composite Hiller systems can get very complicated.


Using a Tilting-Spindle vs a Swash-Plate. The CarterCopter uses a tilting spindle which when combined with the the see-saw hinge at the hub (that each blade section is part of), applies an 'indirect' cyclic pitch control to the rotor blades, which allows the rotor blades to 'fly' to a new plane-of-rotation which is normally perpendicular (ignoring flapping) to the tilting spindle and where the blades are back in lift equilibrium.

This method of rotor disk control I have called 'indirect' control as the cyclic pitch change that occured to the blades when the spindle was tilted happened 'indirectly' which differs markedly from the conventional swash-plate technique where 'direct' control is applied to the pitch of the rotor blades.

This should be easily visualized by imagining a h/c and a gyro side-by-side. Both craft are static and their rotor blades are out to left & right. Accepting a simplified view and assuming couter-clockwise rotation and no use of delta-3 or shortened blade-pitch arms (explained later), if the h/c pilot tilts the swash forward 5 degrees, the swash will 'directly' tilt the blades by + & - 5 degrees, the blade on the left increases its pitch by 5 degrees and the blade on the right decreases its pitch by 5 degrees - if spinning, this would take full rotational effect 90 degrees later. Which of course emulates the forward tilt of the swash.

On our gyro with tilting spindle, EXACTLY the same occurs. As the tilting spindles is tilted forward 5 degrees it in turn forces the rotor blades assembly to tilt which increases the left blade by 5 degrees and decreases the right blade by 5 degrees and again if spinning, takes full effect 90 degrees later (as with the swash, emulating the tilt of the spindle).

Repeating, 'Direct' cyclic-pitch control of the blades is usually used by helicopters and by way of a swash-plate. The swash-plate itself is a bearing where the inner race turns with the main rotor shaft and the outer race remains stationary.

The swash-plate assembly is gimbal mounted around the main rotor shaft and is also allowed to move vertically on the main rotor shaft.

One set of control rods is used to tilt or move the outer race which of course when tilted, tilts the inner race the same way. A second set of control rods (the blade pitch change rods, are normally connected directly to the pitch change arms on the rotor blades from points on the swash-plate inner race.

Again without going into any more detail here, tilting of the swash-plate leads to changing the cyclic-pitch of the blades which (combined with the effects of gyroscopic prescession), leads to the rotor blades 'flying' to a new plane-of-rotation where the blades are back in lift equilibrium.


Problems Associated with Tilting-Spindles.

Because the CarterCopter's rotor has such high inertia, it will exhibit a lag in control when responding to the tilting spindle's shift because of the gyroscopic inertia of the rotor. The higher the inertia the greater the lag. This can be countered by using delta-3 (see below for a more detailed description of delta-3) in the rotor head teeter. Delta-3 allows a high-inertia rotor to track the spindle much faster than a conventional 90 degree angled see-saw teeter hinge.

One of the reason lightweight gyros use tilting spindles rather than swash-plates, is the utter simplicity of the tilting spindle concept and mechanisms. Comparatively easy to design and manufacture.

But it has its price. The longer the tilting spindle is the harder it is to tilt it if the gyro is at the same time subject to heavy G forces. This is because the weight of the gyro especially if magnified by a dive or other G forces means the pilot is having to fight the leverage created by the length of the tilting spindle and the instantaneous weight of his gyro slung beneath the centre of lift which is effectively trying to hold the spindle straight.

The fact that helicopters are much heavier than gyros has meant that any type of tilting spindle has usually been out of the question.

Also it is uncommon for a craft to employ a tilting-spindle for cyclic-pitch control as well as to have collective pitch control (rather than a fixed pitch head) at the same time. 'Tilting spindle' is usually synonymous with 'fixed pitch'.
But the CarterCopter has both a tilting spindle and collective pich.

While the CC has taken the 'tilting-spindle' approach and although the CarterCopter is much heavier than most other like gyros - CarterCopters have succeeded in getting the tilting-spindle universal gimbal bearings to with 1/2 an inch of the centre of lift. This is because of its mono construction of the whole rotor assembly (refer to the Point 1 description).

It is most unusual to try this technique on a craft that weighs so much but one needs to remember that the rotor gets 'unloaded' the faster the CarterCopter flys and thus the CarterCopter is not always dependant on the rotor. The CarterCopter was not designed to spend much of flying time manouvering at slow speeds (under 100 mph).

The benefit that the CarterCopter has achieved is that the rotor head is remarkably simple and avoids all the complexity and weight usually associated with a rotor head (large bearings, swash-plates etc:).


Use of Delta-3 and Summary. The CarterCopter uses delta-3 to help the high-inertia rotor track the tilting spindle faster and delta-3 also helps dampen the tendancy of a rotor to flap. As the blades flap their cyclic-pitch angle changes in a way that opposes the flapping. Delta-3 is common in helicopter tail-rotor hubs and is also employed by many Gyroplane designs. It is the technique of pivoting the see-saw hinge at an angle greater or less than 90 degrees.

While Gyros with a tilting spindle usually use Delta-3 to dampen flapping etc:, helicopters have their own technique that achieves the same effect. Helicopters achieve it in the way the blade-pitch-change-arm is positioned in relation to the position of the teeter hinge pivot point. If a pitch change control rod is connected to the blade-pitch-arm directly in line with the teeter hinge then the blade pitch remains the same when flapping. If however the blade-pich-arm is shortened so it is NOT in line with the teeter hinge then as the blade flaps up, the blade-pitch-arm will be pulled down because it is anchored to the blade-pitch-control-rod, thus reducing blade pitch. The pitch change increases as the blade flaps up more. This is exactly what delta-3 achieves. Like delta-3 it can be adjusted by the length of the blade-pitch-change-arms.

Controlling flapping is an important issue for the CarterCopter when flying at fast forward speeds. But, bear in mind that when flying over 100 MPH, the rotor is set to spin slowly with almost no pitch on the blades and only a slight rearward tilt of the rotor disk, sufficient to keep the rotor spining at approx 100 rpm. It is actually the flapping that will dictate the actual rotor rpm.

When a craft uses a tilting-spindle it is applying INDIRECT cyclic pitch control of the blades When a craft uses a swashplate with blade pitch control rods it is applying DIRECT cyclic pitch control of the blades

The main points covered then are :-

  1. That a tilting spindle applies 'indirect' cyclic-pitch control to the rotor blades whereas a typical swash-plate configuration applies 'direct' cyclic-pitch control to the rotor blades.
  2. That applying cyclic pitch change to the blades (directly or indirectly) combined with the effects of gyroscopic precession, induces the rotor blades to fly to a new plane-of-rotation where the blade lift is back in equilibrium
  3. That tilting spindles, partly due to problems associated with their length, are normally only used in very lightweight craft
The CC because of its unique rotor construction, uses a tilting spindle.

Just how this configuration handles real flying conditions is yet to be fully understood

Doug Marker


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