Control Surface Allocation
Control Surface Allocation
[Link]
ORIGINAL PAPER
Abstract
Commercial applications of flying wing aircraft, such as the Flying-V considered herein, can contribute to reducing carbon
and nitrogen emissions produced by the aviation sector. However, because of the lack of a tail, all flying wing aircraft have
reduced controllability. For this reason, the placement and sizing of the control surfaces along the wing is a nontrivial problem.
The paper focuses on solving this problem using offline handling quality simulations based on certification requirements. In
different flight conditions, the aircraft must be able to perform a set of maneuvers as defined by the certification specifications.
First, offline simulations calculate the minimum control authority required from the elevator, aileron, and rudder to perform
each maneuver. Then, based on the global minimum for all maneuvers, the control surfaces are sized and placed along the
wings. The aerodynamic model employed uses a combination of Reynolds-averaged Navier–Stokes (RANS) and vortex lattice
method (VLM) simulations. The control authority of the control surfaces is estimated with VLM and VLM calibrated with
RANS simulations, showing significant differences between the two.
Keywords Flying wing · Control surface sizing · Offline handling quality simulations
Vol.:(0123456789)
S. Asaro et al.
The Dutch roll response of the aircraft is discussed in Their combination defines the control surface layout for the
Sect. 2.6. Flying-V aircraft.
Furthermore, the simulator tests featured various
maneuvers as the ones tested in this work and outlined
in Sect. 2.1. The tests showed a lack of rudder’s control 2 Methodology
authority and some slight pitch dropout during the
bank-to-bank maneuver due to elevator saturation. Most The control surfaces are sized according to the maneuvers
longitudinal results were between level 1 and level 2. This described in Sect. 2.1. The maneuvers are simulated in a
classification is achieved by converting Cooper–Harper framework in which the aerodynamic model (Section 2.2)
ratings into handling quality levels from 1 to 3, as outlined and the rigid-body dynamics of the aircraft (Section 2.3)
in the equivalency chart defined in the military standard are integrated. For each maneuver, simulations are run
1797 A [14]. Overall, the simulation tests showed that iteratively to identify a range of control surface derivatives
the design of control surfaces should be improved to that can satisfy its requirements. The minimum control
meet all certification requirements, and a more complex surface derivative, in absolute value, is then selected as
aerodynamic model would be required to identify the sizing case and is used to find a control surface on
nonlinearities occurring in the various flight phases. the aircraft that can provide the requested control surface
Conventional aircraft employ the aileron, elevator, and derivative. The same process is then repeated for all the
rudder to control and maneuver the aircraft. However, selected maneuvers, leading to the new control surface
alternative control devices could serve similar purposes, layout.
potentially being more effective for aircraft like the
Flying-V. For example, split drag-rudders can create a 2.1 Criteria for sizing control surfaces
yawing moment by creating a drag difference between the
left wing and the right wing [17] - [20]; spoilers located The aileron, the elevator, and the rudder control the moment
on the inner part of the wing can also induce yawing and around the body x-, y-, and z-axes, respectively. The
rolling moments [16]. To limit the scope of this work, only moments around the three axes are here indicated as Cl , Cm ,
aileron, elevator, and rudder are considered in this study. and Cn . The body axis reference frame has its origin at the
However, if certification requirements cannot be met, it is Center of Gravity (CG) which is defined in Sect. 2.3.
stipulated whether these alternative control surfaces could In the certification documentation [7], a series of criteria
potentially be used to solve this problem. are defined that allow the sizing of the control surface
In this study, the maneuvers are simulated offline, required for each function. Particularly, the elevator for
i.e., not in the flight simulator. This allows the testing pitch control, the aileron for roll control, and the rudder
of new control surface layouts with low workload and for yaw control. However, the control surface on the
computational efforts. Previous studies have sized trailing-edge area can potentially act as both elevator and
control surfaces similarly based on offline handling aileron, i.e., an elevon. To discriminate between high-rate
quality evaluations in unconventional aircraft [6]-[19]. A and low-rate actuators which have a direct impact on the
similar approach is also pursued in this paper, with an power consumption and the weight, the elevon is sized to
aerodynamic model of the aircraft which incorporates provide the required roll control, and if the elevon cannot
Reynolds-averaged Navier–Stokes (RANS) simulations provide enough pitch control an additional control surface
and hence nonlinear effects in the early phase of the is designed to serve as a pure elevator and it is located more
control surface sizing process [1]. inboard than the elevon.
The contribution of this paper is to size, position, and Herein, the functions used to size the different control
define the control surfaces required for a Flying-V aircraft. surfaces are summarized:
The control surface layout is driven by the maneuvers
that the Flying-V must be able to perform inside its flight 2.1.1 Elevator
envelope. The maneuvers are defined by handling quality
requirements, and compliance is demonstrated through • Longitudinal trim: the elevon and the elevator are sized
offline simulations. to longitudinally trim the aircraft. The procedure to
The aerodynamic model of the Flying-V is introduced distinguish between elevon and elevator is discussed
in Sect. 2.2, together with the flight conditions considered. in detail in Sect. 3.1. The longitudinal trim procedure
The maneuvers tested are presented in Sect. 2.1. For each allows determining the required angle of attack 𝛼 and
maneuver, the required control authority of the elevator, the thrust T at a certain flight condition. The identified
aileron, and the rudder is estimated, and then, the control longitudinal trim condition is then used as the starting
surfaces are each sized and placed on the wing accordingly. point for the remaining cases. Furthermore, the thrust
S. Asaro et al.
• Steady-heading sideslip: The aircraft should keep a The parameters influencing the aerodynamic forces and
constant heading while facing a certain sideslip angle moments are determined with a combination of Reynolds-
𝛽 . This maneuver assesses the capabilities of the aircraft averaged Navier–Stokes (RANS) and Vortex Lattice Method
during crosswind. The certification documentation EASA (VLM) simulations. These models are thoroughly discussed in
CS-25 (AMC 25.177(c)) [7] defines 𝛽 = asin(30∕U∞ ), [1]. A summary of the parameters that influence the forces and
where the velocity is expressed as calibrated airspeed in moments acting on the aircraft is presented in Table 2, which
knots. The sideslip values in absolute value are listed in also indicates if the parameter is determined with RANS (R) or
Table 1 for the flight conditions considered here. VLM (V). The variables in this table are the angle of attack (𝛼),
• One-engine-inoperative: A second function of the rudder the sideslip angle (𝛽 ), the elevator deflection (𝛿e), the aileron
is to compensate the Cn induced by one engine when the deflection (𝛿a), the rudder deflection (𝛿r), and the high/lift flap
other engine fails. Although the precise location of the deflection (𝛿f ). Furthermore, it contains the dimensionless
engines is still under investigation [10], it is assumed to angular rates, i.e. the roll rate ( p̂ = pb∕(2U∞ )), the pitch rate
be located at y = 5.7 m, z = 0 m. Furthermore, it is tested (q̂ = qc∕(2U∞ )), and the yaw rate (r̂ = rb∕(2U∞ )), where p,
the one-engine-inoperative case in combination with the q, and r are the angular rates with respect to the x-, y-, and
crosswind cases. z-axes, respectively.
The RANS simulations determine the forces and moments
generated by a single control surface design for the aileron,
elevator, high-lift flap, and rudder. The results are then used to
the force along x. Based on these assumptions, the system of The inertia terms are calculated by dividing the aircraft
equations can be expressed as follows: mass into 100 point masses along the span, being located at
the mid-chord of each section. The masses distribution along
Cx
Ax = − g sin 𝜃 the aircraft is detailed in [18], where higher masses are used
m in the inner zone to indicate the passenger and cargo contri-
Cy
Ay = + g sin 𝜙 cos 𝜃 bution as in Fig. 1b. The mass distribution is then adjusted
m to obtain the required CG location, by employing a pump-
Cz ing system to distribute the kerosene between the different
Az = + g cos 𝜃 cos 𝜙
m fuel tanks [18]. As expected for both weights, when moving
from forward to aft CG location, the inertia term increases
( )
Izz Ixz Ixx − Iyy + Izz Ixz
ṗ = ∗ Cl + ∗ Cn + pq
I ( I I∗ in absolute value. The increase is higher for the MLW case,
(2) because the CG range is higher than at MTOW.
2
)
(Iyy − Izz )Izz − Ixz
+ qr The impact of the moments and products of inertia on
I∗
C I (r2 − p2 ) Izz − Ixx the Dutch roll characteristics of the aircraft is considered
q̇ = m + xz + pr in Section 2.5. For the control surface sizing in Section 3,
Iyy Iyy Iyy
( ) initial tests show a limited impact of the inertia, with the
Ixz Ixx −Ixx + Iyy − Izz Ixz CG location being the main driver. For a more conservative
ṙ = ∗ Cl + ∗ Cn + qr
I ( I I∗ design, the most forward CG location of the aircraft at any
weight (forw0 ) is considered for the sizing process of the
2
)
(Ixx − Iyy )Ixx + Ixz
+
I∗
pq, control surfaces.
J(u,
̇ w,
̇ q, ̇ 𝛾)
̇ V, ̇ = 100 ⋅ u̇ 2 + 1 ⋅ ẇ 2
(5)
+ 100 ⋅ q̇ 2 + 100 ⋅ (Udes − Utrim )2 + 100 ⋅ 𝛾 2 .
Fig. 4 PD controller used in basic augmentation The variables of this cost function can all be expressed in
terms of aerodynamic forces and moments using Equation 2.
augmentation serve as inputs to the aerodynamic model Hence, the problem of minimizing the accelerations
to calculate the forces and moments acting on the aircraft. indirectly becomes a net force/moment minimization
These are then used in dynamical equations given in Equa- problem. Given that longitudinal forces and moments are
tion 2. The final states of the aircraft are calculated by related to elevator deflection 𝛿e, angle of attack 𝛼 , and engine
integrating the linear and rotational accelerations of the thrust T, the minimization algorithm tries to iteratively
aircraft, and using the kinematic transformations given in change these parameters to find the global minimum of the
Equation 3. The structure of the PD controller is shown cost function. The algorithm is implemented in Matlab using
in Fig. 4. the "fmincon" function, employing a sequential quadratic
When the controller is active, it is applied only to the programming (SQP) approach.
roll and sideslip channels. Several maneuvers in this study
require the aircraft to reach and maintain a specific sideslip 2.6 Dutch roll analysis
and/or bank angle. The pitch channel uses the direct law
in all cases, controlling the symmetric deflection of the In a recent simulator flight test conducted on an aerodynamic
elevons, which corresponds to an elevator input. The model of the Flying-V which relied only on VLM simula-
resulting motion causes changes in the angle of attack, tions, the open loop Dutch roll is found to be unstable [2].
pitch angle, flight path angle, and altitude. The gains of the Consequently, this is a point of concern for the new aero-
controller are obtained by trial and error, separately for dynamic model used in this study. For this reason, as a pre-
roll and sideslip, resulting in Kp𝛽 = Kd𝛽 = Kp𝜙 = 5000 and check before running the actual sizing simulations, an offline
Kd𝜙 = 1000 . The trial-and-error process aims to find a fast Dutch roll simulation is conducted for all flight conditions
control response without excessive overshoot. Although using the direct law. Control augmentation for the Dutch
the gains might seem high at first glance, this is because roll is avoided to prevent masking the fundamental response
the sideslip and beta are defined in radians, whereas the of the aircraft. To this end, the nonlinear simulation model
aileron and rudder deflections are in degrees. is excited using a doublet rudder input and then allowed to
For the sizing maneuvers explained in Section 2.1, evolve without interference to observe whether the sideslip
the controller is active for steady-heading sideslip, one- oscillations dampen out over time. In Dutch roll simula-
engine-inoperative, bank-to-bank, and coordinated turn. tions, the aircraft is initialized from a trimmed steady-level
The longitudinal trim condition is calculated statically condition, where it stays for 10 s until the rudder doublet
using a cost function and minimization algorithm. The excites the lateral–directional dynamics and the simulation
direct law is used without any control augmentation to test is then run for 300 s. Figure 5a shows the rudder input vary-
the calculated trim point in a steady-level flight scenario. ing between 𝛿r = ± 30◦ , and the time histories of the sideslip
The aim of the cost function and the minimization angles at two different operating conditions, M∞ = 0.25 and
algorithm is to find a steady state for the aircraft such that MLW, and M∞ = 0.85 and MTOW. For the sake of demon-
the longitudinal acceleration terms, u̇ , ẇ , q̇ and the flight stration, the figure discards the first 10 s of the simulation
path angle 𝛾 are zero. In addition, the cost function seeks where the steady flight takes place. Each condition is tested
at two CG locations with their related inertia presented in
S. Asaro et al.
Table 5. Moving from the forward to the aft CG locations at linearized aircraft models. However, one could argue that
both M∞, the frequency increases and the oscillations damp using a nonlinear simulation model is more accurate and
out more slowly. To analyze these time histories in more allows for the possibility of revealing undesired phenom-
detail, the logarithmic decrement method is used to calcu- ena. Nevertheless, due to the nonlinear nature of the model,
late the natural frequency 𝜔d and the damping ratio 𝜁d of the the handling quality ratings for the Dutch roll serve as an
oscillations, which are given as follows: approximation.
( n ) Using Equations 6 and 7, and comparing the results with
2𝜋 ∑ the Dutch roll requirements, it can be observed that the
𝜔d = t −t (6)
n k=0 k+1 k Dutch roll is stable and damped under all flight conditions.
The results are summarized in Fig. 5b and Table 7. The
( n ) figure only depicts the damping-frequency product, because
1 ∑ x(tk ) it serves as the primary driving factor for the Handling
𝜁d = log , (7)
n k=0
x(tk+1 ) Qualities (HQ) classifications in this application. For M∞ ≥
0.3 and MTOW, Fig. 5b shows that the Dutch roll is within
where n is the number of peaks, x is the amplitude of the Level 2. At MLW, the Dutch roll is at Level 1 for M∞ = 0.25
peaks, and tk is the time at which the peaks occur. Hence, the and 0.3, and at Level 2 for M∞ = 0.2. As will be discussed in
damping ratio is calculated by taking the sum of consecutive Section 3, at M∞ = 0.2, a high-lift flap could be required, and
peaks and averaging them, whereas the frequency comes when simulating the Dutch roll of high-lift configuration,
from averaging the consecutive periods of oscillation. 𝜔d the HQ diminishes to Level 3 at the forward CG and drops
and 𝜁d are calculated considering the peaks with positive below 3 at the aft CG. Further investigations are underway
sideslip angle. to identify the source of the drop in HQ level.
The final values of 𝜁d and 𝜔d determine the handling quali- With MLW at the forward CG, the aircraft is more sta-
ties based on the MIL-STD-1797A standards [14]. Assum- ble than at the aft CG. Differently, the opposite occurs at
ing that the Flying-V model falls under class III aircraft, the MTOW with the exception of M∞ = 0.85. Table 7 shows
classifications in Table 6 are considered for the terminal and that for all the cases, 𝜁d decreases and vice versa 𝜔d increases
nonterminal flight phases. An important point to mention when moving from forward to aft CG. The main trend that
is that these Dutch roll classifications are mainly used for can be observed with increasing M∞ is that 𝜔d increases at
Table 6 Dutch roll Category C - terminal flight phases Category B - nonterminal flight phases
classifications based on MIL-
STD-1797A 𝜔d/(rad/s) 𝜁d 𝜁d 𝜔d/(rad/s) 𝜔d/(rad/s) 𝜁d 𝜁d 𝜔d/(rad/s)
Table 7 Dutch roll analysis and Flight conditions Flight phase CG 𝜔d/(rad/s) 𝜁d 𝜁d 𝜔d/(rad/s) HQ level
classification results
M = 0.2 (MLW) Terminal forw1 0.42 0.20 0.087 2
aft 0.47 0.17 0.081 2
M = 0.25 (MLW) Terminal forw1 0.45 0.27 0.125 1
aft 0.82 0.13 0.105 1
M = 0.3 (MLW) Terminal forw1 0.46 0.22 0.101 1
aft 0.90 0.11 0.100 1
M = 0.3 (MTOW) Nonterminal forw 2 0.49 0.18 0.089 2
aft 0.84 0.12 0.103 2
M = 0.4 (MTOW) Nonterminal forw 2 0.55 0.17 0.093 2
aft 0.80 0.12 0.100 2
M = 0.6 (MTOW) Nonterminal forw 2 0.69 0.13 0.091 2
aft 0.88 0.12 0.104 2
M = 0.7 (MTOW) Nonterminal forw 2 0.69 0.14 0.096 2
aft 0.81 0.13 0.102 2
M = 0.85 (MTOW) Nonterminal forw 2 0.70 0.17 0.116 2
aft 0.77 0.13 0.103 2
the aft CG location. Additionally, some differences in trends span and four along the chord. Initially, for the elevator siz-
can be noticed between subsonic and high subsonic/tran- ing, the most inboard sections are considered to leave the
sonic cases as it will also be seen in Section 3. outer sections to place the aileron. For example, the first
elevator considered is the most inboard panel with the hinge
line closer to the trailing edge, xhinge ∕c = 0.95. After that,
3 Results the hinge line is moved upstream, up to xhinge ∕c = 0.65. The
control authority of the four different described elevators
Section 3.1 introduces how the initial trim conditions are is shown in Fig. 6b as the blue line closer to zero in terms
obtained that are required for all subsequent simulations. of Cm,𝛿e . The same procedure is then applied when increas-
Section 3.2 presents the aileron dimensions and ing the number of panels along the span where each panel
deflection needed to satisfy the certification requirements. has an extension of 2.8%b, and with the simplification that
Subsequently, the sized aileron is also assigned a pitch the hinge line is fixed, to avoid steps in the control surface
control function, making it an elevon. If this elevon is or “hollowed” control surfaces. Figure 6b shows the con-
unable to satisfy a pitch control requirement by itself, an trol authority of the considered elevators, which are 32 in
additional elevator is sized next to the elevon on the inboard total, and Fig. 6c shows the corresponding deflection angle
side (Section 3.3). Section 3.4 presents the sizing of a required to satisfy the considered trim condition.
high-lift flap and discusses why it is needed at low speed. The black horizontal line in Fig. 6b indicates the mini-
Section 3.5 investigates the dimension and deflection of the mum requirement in absolute value to satisfy the longitu-
rudder to satisfy the certification requirement. The newly dinal trim conditions. This requirement is determined in
defined control surfaces are tested with the coordinated turn the different flight conditions introduced in Table 3, with
in Section 3.6. Finally, Section 3.7 defines the stall speed a maximum possible deflection of 20◦ as shown in Fig. 6c,
and related speeds as the rotation speed, indicating which are the limit is lower than in Table 4 to avoid saturation of the
the maneuver that the aircraft can perform at these speeds. control surface for other maneuvers. The minimum require-
ment is determined by running ten simulations introduced
3.1 Initial trim conditions in Section 2.5 and selecting the smaller control authority
that can satisfy the deflection angle constraint. A similar
An elevator is initially sized to find longitudinal trim condi- procedure is then repeated with the other control surfaces
tions. The trim conditions are required to define the angle for the selected maneuvers.
of attack 𝛼 and the thrust T, which are needed for all the The output of the longitudinal trim simulations is also
remaining simulations. the angle of attack 𝛼 and the thrust T as depicted in Fig. 7a
Figure 6a shows the discretization of the outer wing trail- and b, respectively. As expected, at fixed weight, 𝛼 tends to
ing-edge area used to test different elevator designs. The decrease with M∞, because the dynamic pressure increases.
considered area is discretized into eight panels along the However, at MTOW, this is not the case between M∞ = 0.3
S. Asaro et al.
Fig. 6 Discretization of the elevator in the trailing-edge area, and corresponding pitching moment coefficient and related deflection due to eleva-
tor for trimming
Fig. 7 Angle of attack and thrust required for longitudinal trim at various flight conditions and at xCG = forw0
Control surface allocation based on offline handling quality simulations for a flying wing…
and 0.4, because also the altitude is varied between the two The deflections required from the aileron for the bank-to-
cases, leading to a reduction of density, which is higher bank maneuver and steady-heading sideslip maneuver are
than the increase due to the freestream velocity squared. At shown in Fig. 10a and b, respectively. The results for the
MLW, also between M∞ = 0.2 and 0.25, 𝛼 increases, in this one-engine-inoperative condition are not included for the
case, because a high-lift flap is used as it will be discussed aileron, because the deflections are much lower than for the
in Section 3.4. depicted cases, being at most 𝛿a = 1.1◦ at M∞ = 0.2.
The thrust-to-weight ratio is shown in Fig. 7b, where the Figure 10a and b comprises the deflection required in the
weight is the maximum take-off weight (MTOW). T is the various flight conditions introduced in Table 3. Bold lines
required trim-thrust for level flight, i.e., to compensate the indicate MTOW and dashed lines MLW. Additionally, for all
component of the weight and the force along the x axis due the cases, the deflections are calculated with VLM and with
to 𝛼 and 𝛿e . The elevator considered here is the final one VLM calibrated with RANS, as introduced in Section 2.2.
sized in this work. Figure 7b considers the engine introduced Particularly, the aileron is sized so to obtain a maximum
in Section 2.1.1. The results show that the thrust available is deflection of 25◦ , which occurs at M∞ = 0.2, MLW, xCG =
at least 8% higher than the thrust required. forw0 , with a high-lift flap deflection of 𝛿f = 40◦ to satisfy
𝛼 and T are the initial conditions for the remaining the sideslip requirement. Further details on the high-lift flap
simulations and they are kept constant for all of them. can be found in Section 3.4.
The center of gravity (CG) used in all the considered The difference between the VLM and VLM calibrated
simulations is located at 28.1 m from the aircraft nose with RANS results is related to the different scaling applied
(Fig. 9) and indicated as forw0 (Fig. 2), corresponding to the to take into account the 𝛼 and Mach effects. For both VLM
most forward CG location considered for this aircraft. The and RANS simulations, the increase of 𝛼 leads to a decrease
combination of MTOW and the most forward CG location in control authority. Conversely, the increase in M∞ leads
of the aircraft represents an extreme combination that would to an increase in control authority for VLM due to the
likely not occur in reality, as it is shown in Fig. 2. compressibility correction, while for RANS, the change in
control authority is nonlinear due to the formation of shocks
and local flow separation [1]. As a result, the deflections for
3.2 Aileron sizing the aileron predicted by the VLM are between 31 and 44%
lower than those for the VLM-calibrated-with-RANS. This
As introduced in Section 2.1.3, the aileron is required for difference is mainly due to the higher reduction in control
three maneuvers. First, during the bank-to-bank maneuver, authority with 𝛼 as predicted by RANS.
where the aircraft has to bank from −30◦ to 30◦ in 7 s or less. It should be noted that, as introduced in Section 2.2, the
Second, to maintain a bank angle of ±2◦ during the steady- forces and moments due to 𝛼 and 𝛽(𝛼) are always calculated
heading sideslip maneuver. Finally, to compensate for the with RANS simulations. Hence, if the aerodynamic model
rolling moments induced by the rudders when the aircraft had been derived only with VLM simulations, the obtained
faces the one-engine-inoperative condition (Section 2.1.2). deflections could have been even further from the VLM-
In this scenario, the rudders help maintain a sideslip angle calibrated-with-RANS simulations.
of ±2◦ , while the ailerons ensure wings-level flight. As mentioned before, the most critical condition,
Starting from the trim conditions identified in Section 3.1, in terms of deflection, for the aileron occurs at M∞
the aileron is sized with a procedure similar to the initial = 0.2 during the approach; being for the sideslip
elevator sizing, but differently than for the elevator the maneuver 𝛿a = 25◦ , and for the bank-to-bank maneuver,
aileron sizing starts from the aircraft tip moving inboard 𝛿a ≃< spanclass =� crossLinkCiteEqu� > 19 < ∕span >◦ .
(Section 3.1). Figure 8a shows the discretization of the This is in line with the aileron deflection limits implemented
trailing-edge area, Fig. 8b shows the rolling moment in modern aircraft.
generated by each aileron considered, and Fig. 8c shows Up to M∞ = 0.4, the aileron deflection required during
the corresponding deflection required to satisfy the sideslip a steady-heading-sideslip maneuver is higher than the one
requirement at low speed which is the most demanding required for the bank-to-bank maneuver. Differently, for
for the aileron. The last two figures include the minimum M∞ ≥ 0.6 , the bank-to-bank maneuver requires higher
requirement in absolute value in term of Cl,𝛿a which deflections.
corresponds to a maximum deflection of 15◦.
The final aileron geometry considered is depicted in 3.3 Elevator sizing
Fig. 9, where the aileron is located in the outer part of the
aircraft. In the figure, the surface here sized is labeled as The aileron sized in Section 3.2 can also be employed as a
elevon, because it serves both as elevator and aileron, but pitch control device. Therefore, from now on, the aileron
its dimension is driven by the requirement for the aileron. is used as an elevon. However, the moment created by this
S. Asaro et al.
Fig. 8 Discretization of the aileron in the trailing-edge area, and corresponding rolling moment coefficient and related deflection due to aileron
for sideslip requirement
Fig. 9 Control surfaces sized in this study positioned on the aircraft. The drag rudder is part of the elevon
Control surface allocation based on offline handling quality simulations for a flying wing…
Fig. 10 Maximum aileron deflections for bank-to-bank and steady-heading sideslip requirements at various flight conditions and at xCG = forw 0
3.4 High‑lift flap
3.5 Rudder sizing
Fig. 13 Discretization of the rudder in the winglet, and corresponding yawing moment coefficient and related deflection due to rudder for one-
engine-inoperative requirement
Control surface allocation based on offline handling quality simulations for a flying wing…
Fig. 14 Rudder deflections for sideslip and one-engine-inoperative requirements at various flight conditions and at xCG = forw 0
However, the required rudder deflection to compensate the On military airplanes, a combination of an aileron and drag
sideslip angle does not decrease with M∞, as depicted in rudder is sometimes referred to as a "splitteron". In the
Fig. 14a. The reason for this trend is related to two main current implementation, this surface acts as a drag rudder,
effects. First, at fixed 𝛼 and 𝛽 , the forces and moments elevator, and aileron at the same time. The drag rudder
acting on the aircraft increase with M∞ . However, this has a span of 0.05b. Supposing that the maximum rudder
effect is largely compensated by the lower required 𝛽 with deflection is 𝛿r = 30◦ , the drag rudder should be deflected
increasing M∞ (see Table 1). The second effect is related to at ca. 30◦ to compensate the one-engine-inoperative yawing
the difference in aerodynamic behavior below and above moment; at sea level and M∞ = 0.2 with a flap deflection
M∞ = 0.6, resulting from transonic effects. In fully subsonic of 𝛿f = 40◦, which leads to 𝛼 = 10.5◦ . Here, it is supposed
conditions and with fixed 𝛽 , Cn decreases with 𝛼 . Conversely, that the effects of the drag rudder and of the rudder are
in transonic conditions, yawing moment coefficient increases superposable; however, this hypothesis will be tested in
with 𝛼 . For this reason, in transonic conditions, the required future studies.
deflections increase (Fig. 14a). It should also be noted that When combining the sideslip and the one-engine-
the control authority of the rudder decreases with 𝛼 , which inoperative requirements, the maximum rudder deflections
explains the large peak in required rudder deflection at needed are occurring at M∞ = 0.2 and 0.25 amounting to
M∞ = 0.25. ca. 32◦ , supposing the use of the drag rudder at M∞ = 0.2.
Figure 14b depicts the rudder deflections for the one- Overall, these results show a different trend of the rudder
engine-inoperative requirement, showing for subsonic cases deflection with Mach number compared to those for the
higher rudder deflections than for the sideslip cases with the elevon/elevator and the aileron. For elevon/elevator and
exception of M∞ = 0.4. Differently, the rudder deflections aileron, the requirements in terms of deflection angles tend
are lower for the one-engine-inoperative requirement than to decrease with M∞. Conversely, the requirement for the
sideslip cases at higher M∞. Once again, the requirement at rudder increases with M∞ to satisfy the sideslip requirement,
M∞ = 0.2 is the highest and surpasses the limits considered while showing a similar trend to elevon/elevator and aileron
in Table 4. for the one-engine-inoperative condition.
The rudder requirement for the one-engine-inoperative
condition at M∞ = 0.2 of 𝛿r ≃ 40◦ is considered too large. 3.6 Coordinated turn
The rudder requirement could be reduced by employing
an additional control surface as the drag rudder. Here, the Based on the results shown in Section 2.1.1, the coordi-
drag rudder is not sized as the other control surfaces, but the nated turn is utilized as a verification maneuver to assess
dimension and deflection required to unload the rudder are the final sizing of the control surfaces. As mentioned in
estimated based on [20]. The drag rudder is located on the Section 2.1.4, executing this maneuver requires reaching
outer part of the elevon, as visible in Fig. 9. It comprises two and maintaining a bank angle 𝜙 between 40◦ and 45◦ while
surfaces that move as one and in combination with the rest keeping the sideslip angle 𝛽 as close to zero as possible,
of the elevon, but the two surfaces can open, inducing drag with a flight path angle 𝛾 between 0 ◦ and 5 ◦ . The maneu-
and hence a yawing moment when required at low speed. ver is considered successful if these margins are satisfied
S. Asaro et al.
for 10 s. Figure 15a shows the time history of the required when using an aerodynamic model, which includes nonlin-
angles. The angles are nondimensionalized for ease of com- earities, such as the pitch break.
parison, where 𝛽 ∗ = 𝛽∕(max(𝛽) − min(𝛽)), 𝛾 ∗ = 𝛾∕max(𝛾) However, the offline simulations also allows to
and 𝜙∗ = 𝜙∕max(𝜙) . The max and min are the indicated determine speeds which are important to characterize the
margins above. aircraft. The rotation speed, approach speed, and landing
Figure 15a shows, for M∞ = 0.85, that with the layout speed are a function of the stall speed. The stall speed is
of the selected control surfaces, it is possible to perform a calculated here as the lowest speed at which the aircraft can
coordinated turn within the limits defined by the certification be trimmed. Hence, the stall speed considered here is not
specifications. Similar results are obtained in the other directly comparable with the stall speed of a conventional
operating conditions considered in this study (Table 3). aircraft, because the limit factor here is not the maximum lift
The most demanding requirements are for the elevon coefficient but the occurrence of the pitch break [1].
and elevator, which is shown in Fig. 15b. The required The stall speed is calculated at the two CG locations
deflections are higher than those for the longitudinal trim discussed in Section 2.3. Additionally, for each CG
in Section 3.3. In particular, as seen for all the cases so far, position, two cases are tested, with and without high-lift
the highest 𝛿e is required at M∞ = 0.2, leading to 𝛿e = −32◦ , flap, and finally, the calculations are conducted using MLW
which is higher than the deflections used in conventional and MTOW. The stall speeds for the different cases are
aircraft. summarized in Table 8.
Identifying the lowest speed at which the aircraft could
3.7 Discussion be trimmed corresponds to finding the highest CL before
the pitch break region. Table 8 shows that the stall speed
The study so far conducted has focused on operating condi- increases with weight and decreases when the high-lift
tions, which should fall inside the flight envelope, helping flap is employed, as expected. At MLW, moving from the
to analyze how the requirements for control surfaces change most forward to the most aft CG location, the stall speed
Fig. 15 Angles evolution for coordinated turn and elevator deflection for coordinated turn at various flight conditions and at xCG = forw 0
increases. This is counterintuitive, but can be explained by rudder deflection is limited at 30◦ assuming that a drag rud-
the interaction between the elevator deflection and the stall der is added to increase the yawing moment further.
over the outboard wing. At forward CG, the elevator and Finally, it should be noted that because the elevon is
elevon are deflected trailing-edge up, which postpones stall used at the same time as aileron and elevator, when two
over the outer wing. Therefore, the pitch break occurs at a maneuvers are combined, such as during longitudinal trim
higher angle of attack, corresponding to a higher lift coef- and a bank-to-bank maneuver, the deflection of the elevon
ficient. At MTOW, the stall speed between the forward and would exceed 40◦ which is unrealistic. Apart from the
aft CG locations is shown to be the same. This is because the take-off rotation and the pull-up at approach speed cases,
difference in speed is lower than M∞ = 0.005, which is the the results are shown at stall speed. However, the approach
interval in Mach number for which the Mach trim routines speed or landing speeds are always greater than the stall
are performed. For both the MLW and MTOW cases, the speed, and as seen throughout this work, an increase in speed
elevator deflection decreases when the CG is moving aft, greatly decreases the maximum deflection required as does
as is expected. the deployment of a high-lift flap at low speeds.
As seen during the control surface sizing, an increase
in speed leads to a lower deflection required by the control
surfaces. For this reason for a more conservative analysis, 4 Conclusion
the two lowest speeds identified in Table 8 are used as stall
speeds, Ustall = 68 m/s at MLW and Ustall = 78 m/s at MTOW, The present work proposes a control surface layout for
to calculate the related speeds a flying wing aircraft based on offline handling quality
simulations. The simulations employ an aerodynamic
• At MLW, Uapproach = 1.23 ⋅ Ustall = 84 m/s = 162 knots model based on Reynolds-Averaged Navier–Stokes
( Mapproach = 0.25) (RANS) and Vortex Lattice Method (VLM) simulations.
• at MTOW, Urotation = 1.2 ⋅ Ustall = 94 m/s = 182 knots The control authority of the elevator, aileron, and rudder is
( Mrotation = 0.28). estimated both with VLM and VLM calibrated with RANS
simulations.
At the identified rotation speed, the take-off rotation Initial simulations show that the Dutch roll is stable for
requirement leads to an additional elevator and elevon most flight conditions, resulting in Level 2 handling qualities
deflection of ca. −8◦ , leading to 𝛿e > −25◦, when using the based on MIL-STD-1797A. These results allow simulations
high-lift flap deflected at 20◦. to be performed that would excite the aircraft simultaneously
Regarding the pull-up and push-over maneuvers, longitudinally and laterally without causing divergent
the former is the critical one, because it requires a more behavior. Several simulations are then conducted to size
negative elevator and elevon deflection than the trim each control surface. In particular, longitudinal trim, pull-up
condition. Particularly, to obtain a load factor of 1.3 at and take-off rotation maneuver for the elevator, steady-
Uapproach in combination with the high-lift flap, the additional heading sideslip and a one-engine-inoperative condition for
requirement leads to 𝛿e > −25◦. the rudder, and steady-heading sideslip and bank-to-bank
Table 9 summarizes for all tested requirements which for the aileron. Finally, coordinated turns are performed to
is the most critical condition in terms of speed and weight verify whether the sized control surfaces could also comply
with the control surfaces as sized in this paper (Fig. 9). For with this requirement.
all cases, a high-lift flap is required, to obtain deflections The defined control surface layout comprises an elevator,
smaller than 32◦ . The highest deflections are always reached an elevon and a rudder. Where the elevon acts simultane-
with the elevator and elevon used together as elevator. The ously as elevator and aileron, having the same deflection
Table 9 Summary of various Certification req. Speed Weight Max |𝛿| Addition
requirements at most critical
conditions and at xCG = forw 0 Longitudinal trim Stall speed MLW 𝛿e > - 25◦ High-lift 𝛿f = 40◦
Pull-up Approach speed MLW 𝛿e > - 25◦ High-lift 𝛿f = 40◦
Coordinated turn Stall speed MLW 𝛿e > - 32 ◦
High-lift 𝛿f = 40◦
Take-off rotation Rotation speed MTOW 𝛿e > - 25 ◦
High-lift 𝛿f = 20◦
Bank-to-bank Stall speed MLW - 20◦ < 𝛿a < 20◦ High-lift 𝛿f = 40◦
Sideslip Stall speed MLW - 25◦ < 𝛿a < 25◦ High-lift 𝛿f = 40◦
OEI Stall speed MLW - 30 < 𝛿r < 30
◦ ◦
High-lift 𝛿f = 40◦,
Drag rudder 𝛿dr ≃ 30◦
S. Asaro et al.
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