Introduction to Flight Testing. James W. Gregory
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Figure 1.12 The Ohio State University's Avanti jet unmanned aircraft system.
Source: Photo courtesy of Kamilah King.
1.2.3 Developmental Test and Evaluation
Within the US military, a significant amount of time and energy are invested in development test and evaluation (DT&E) flight testing. This aspect of flight testing involves a careful assessment of how an aircraft flies, including evaluation of aircraft performance, stability, and handling qualities. DT&E also includes performance assessment of new weapons, new software, and new airframes. These tests are centered on assessment of compliance with performance standards and focus on identifying anomalies in new systems. Test pilots (see Figure 1.13) push the performance limits of the system and are often involved in test planning very early in the design cycle. For example, if a new weapon system is designed for an aircraft, the developmental test pilot will evaluate the separation characteristics, compatibility of the new weapon with the aircraft system across a wide range of flight conditions, and evaluation of flutter flight characteristics. This testing and evaluation are done through a gradual build‐up approach that minimizes (but does not eliminate) risk.
1.2.4 Operational Test and Evaluation
Operational test and evaluation (OT&E) involves assessment of an air vehicle's performance under representative operational conditions. This often includes operation on different runways under different conditions (e.g., rain, sleet, snow, etc.) or at high‐density altitude (high elevation, hot day). Operational testing also involves determination of crosswind limits on landing and taxiing operations. Aircraft manufacturers will also assess aircraft system robustness and reliability under a wide range of extreme weather conditions, including heat, cold, and icing.
Figure 1.13 Maj Rachael Winiecki, a developmental test pilot with the 461st Flight Test Squadron at Edwards Air Force Base, and the first F‐35 female test pilot. Also shown is Airman 1st Class Heather Rice, a crew chief with the 412th Aircraft Maintenance Squadron.
Source: U.S. Air Force.
1.2.5 Airworthiness Certification
Airworthiness certification is the process by which an aircraft is demonstrated to conform to approved design principles and that it is in a condition for safe operation. But what constitutes safe flight? This generally involves an insignificant hazard to people or property on the ground and minimal hazard to the occupants of the aircraft. Typically, a government's civil aviation authority, such as the Federal Aviation Administration (FAA) in the United States, grants an airworthiness certificate to an applicant submitting reports that document airworthiness for a new aircraft type. This process can be lengthy, involving flight testing to document aircraft performance and demonstrate compliance with safety standards.
In the United States, the regulatory authority for the FAA to certify the airworthiness of light aircraft is Title 14 of the Code of Federal Regulations (“Aeronautics and Space”), Chapter I (“Federal Aviation Administration, Department of Transportation”), Subchapter C (“Aircraft”), Part 23 (“Airworthiness Standards: Normal Category Airplanes”) – we'll refer to this as 14 CFR §23 or simply part 23 (U.S. Code of Federal Regulations 2021). Part 23 covers the certification standards for general aviation aircraft, which have a maximum takeoff weight of 19,000 lb or less and carry 19 or fewer passengers. Since the scope of this book focuses on light aircraft, Part 23 is most relevant for our purposes. The subpart that is most relevant for flight testing is Subpart B (14 CFR §23.2100 through §23.2165), which defines the requirements for flight testing of aircraft for airworthiness certification.
Aircraft certified under Part 23 are grouped into different certification and performance levels based on number of passengers that can be carried and flight speed (14 CFR §23.2005), which are summarized in Table 1.1. Each level indicates a higher hazard, and a correspondingly higher bar is set to mitigate the risks associated with those hazards. Aircraft at the higher certification levels and higher performance levels will have higher standards to meet for certification.
Part 23 details the standards of safe flight that must be met for an aircraft to be certified as airworthy by the FAA, organized into broad categories of performance metrics and flight characteristics. Performance metrics include defining limits on the aircraft weight and center of gravity position, the stall speed of the aircraft under various operating conditions, takeoff performance, climb performance, glide performance, and landing distance required. The flight characteristics for certification include demonstration that the airplane is controllable and maneuverable; that the airplane can be trimmed in flight; that it has static and dynamic longitudinal, lateral, and directional stability; that the aircraft has controllable stall characteristics in all maneuvers and that sufficient stall warning is provided; that spins are recoverable; that the airplane has controllable ground handling characteristics; and that vibration and buffeting do not interfere with control of the airplane or cause excessive fatigue. If certification is requested for flight into known icing conditions, then the aircraft performance and handling characteristics must be shown to the same level of safety even in icing conditions. This textbook provides an introduction to the underlying principles for some of these flight tests; more detailed information is available from Kimberlin (2003) or FAA Advisory Circulars (2003, 2011).
Table 1.1 Airworthiness certification levels defined by part 23.
Source: Based on FAA (2011).
Airplane certification levels | Airplane performance levels | ||
---|---|---|---|
Level 1 | Maximum seating configuration of 0–1 passengers | Low speed | Airplanes with a VNO and VMO ≤ 250 KCAS (and MMO ≤ 0.6) |
Level 2 | Maximum seating configuration of 2–6 passengers | ||
Level 3 | Maximum seating configuration of 7–9 passengers | High speed | Airplanes with a VNO or VMO > 250 KCAS (and MMO > 0.6) |
Level 4 | Maximum seating configuration of 10–19 passengers |
VNO = maximum structural cruising speed, VMO = maximum operating limit speed, MMO = maximum operating Mach number, and KCAS represents the units for knots calibrated airspeed.
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