How to Prevent a Dead Engine from Turning into a Killing Engine
Imperfections and deficiencies in aviation regulations, certifica- tion specifications, flight manuals, textbooks, etc., etc., lead to incorrect understanding of air minimum control speed and of takeoff safety speed which in turn leads to takeoff, go-around and training accidents after engine failure on multi-engine air- planes because of inappropriate crew response
June 2005
Harry Horlings
AvioConsult Independent Aircraft Expert and Consultant Committed to Improve Aviation Safety Airplane Control after Engine Failure ii Copyright 2005 AvioConsult
Airplane Control after Engine Failure
How to prevent a dead engine from turning into a killing engine
Imperfections and deficiencies in aviation regulations, certification specifications, flight manuals, textbooks, etc., etc., lead to incorrect understanding of the air minimum control speed and the takeoff safety speed which in turn leads to takeoff, go-around and training accidents after engine failure on multi-engine airplanes because of inappropriate crew response.
This paper is an initiative of and is written by Harry Horlings, AvioConsult. An oral presentation to accompany this paper is available as well. Availability of both paper and presentation can be checked via the products page of website: www.avioconsult.com.
The author is graduate Flight Test Engineer of the USAF Test Pilot School, Edwards Air Force Base, CA, USA, 1985 and is Lt Col ret'd (2003), FTE from 1986 and Chief Flight Test of the Royal Netherlands Air Force from 1994 to 2000. AvioConsult is an independent aircraft expertise and consultancy bureau founded by the author. E-mail: info@avioconsult.com.
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Paper date: 2005-06-24. Change: 2011-02-10 Paper Number: AC07 Airplane Control after Engine Failure Copyright 2005 AvioConsult iii CONTENTS LIST OF FIGURES ............................................................................................................................................................................... IV LIST OF ABBREVIATIONS AND SYMBOLS .................................................................................................................................. IV EXECUTIVE SUMMARY .................................................................................................................................................................... V 1. INTRODUCTION ........................................................................................................................................................................... 1 2. AIRPLANE CONTROL AFTER ENGINE FAILURE................................................................................................................... 1 2.1. Recovery ............................................................................................................................................................................ 2 2.2. Straight flight after engine failure ...................................................................................................................................... 3 2.2.1. Straight flight with wings level ( = 0) ............................................................................................................. 3 2.2.2. Straight flight with zero sideslip ( = 0) ........................................................................................................... 4 2.2.3. Straight flight for certification ( = 3 5) ....................................................................................................... 4 2.2.4. Straight flight with zero rudder ( r = 0).............................................................................................................. 4 3. VARIABLE FACTORS THAT INFLUENCE V MCA ...................................................................................................................... 5 3.1. Effect of bank angle and weight on V MCA .......................................................................................................................... 5 3.2. Two engines inoperative .................................................................................................................................................... 6 3.3. Critical engine .................................................................................................................................................................... 7 3.4. Engine thrust, altitude and temperature ............................................................................................................................. 8 3.5. Thrust derating and flexible thrust ..................................................................................................................................... 8 3.6. Control deflection .............................................................................................................................................................. 9 3.7. Slipstream effects ............................................................................................................................................................... 9 3.8. Propellers ........................................................................................................................................................................... 9 3.9. Effect of center of gravity on V MCA ................................................................................................................................... 9 3.10. Rudder boosting ............................................................................................................................................................... 10 3.11. Landing gear, flaps, slats and spoilers ............................................................................................................................. 10 3.12. Ground effect ................................................................................................................................................................... 10 3.13. Stall speed ........................................................................................................................................................................ 10 3.14. Load factor ....................................................................................................................................................................... 11 3.15. Configuration changes ..................................................................................................................................................... 11 3.16. Climbing flight ................................................................................................................................................................ 11 4. FLIGHT-TESTING V MCA ............................................................................................................................................................. 11 4.1. Static V MCA flight-testing ................................................................................................................................................. 12 4.2. Dynamic V MCA or transient effects flight-testing ............................................................................................................. 13 4.3. Other airborne engine-out evaluations ............................................................................................................................. 13 5. IMPROVED ENGINE EMERGENCY PROCEDURE ................................................................................................................ 13 6. TAKEOFF SAFETY SPEED V 2 ................................................................................................................................................... 14 7. IMPERFECTIONS AND DEFICIENCIES IN AVIATION REGULATIONS ............................................................................ 16 8. IMPERFECTIONS ON V MCA IN MANUALS AND TEXTBOOKS ........................................................................................... 16 8.1. Flight manuals ................................................................................................................................................................. 16 8.2. Textbooks and training manuals ...................................................................................................................................... 16 8.3. Recommended text on V MCA in flight manuals, training manuals and in textbooks ........................................................ 17 9. TRAINING AND DEMONSTRATION OF V MCA ....................................................................................................................... 18 9.1. Cautions for training and demo ........................................................................................................................................ 18 10. CONCLUSIONS ........................................................................................................................................................................... 19 11. RECOMMENDATIONS .............................................................................................................................................................. 19 REFERENCES ...................................................................................................................................................................................... 20 Airplane Control after Engine Failure iv Copyright 2005 AvioConsult LIST OF FIGURES Figure 1. Motions after engine failure turboprop ............................................................................................................................ 2 Figure 2. Motions after engine failure turbofan ................................................................................................................................ 2 Figure 3. Straight flight with wings level ............................................................................................................................................ 3 Figure 4. Straight flight with zero sideslip ......................................................................................................................................... 4 Figure 5. Straight flight for certification ............................................................................................................................................. 4 Figure 6. Straight flight with zero rudder ........................................................................................................................................... 5 Figure 7. Banking more than 5 away from the inoperative engine .................................................................................................... 5 Figure 8. Banking into the inoperative engine..................................................................................................................................... 5 Figure 9. Effect of Bank Angle and Gross Weight on V MCA One Engine Inoperative ..................................................................... 6 Figure 10. Effect of Bank Angle and Gross Weight on V MCA2 Two Engines Inoperative ................................................................. 7 Figure 11. Side view Nomad with Lift, Drag and Weight vectors ....................................................................................................... 7 Figure 12. Thrust distribution on propeller blades ................................................................................................................................ 7 Figure 13. P-factor ............................................................................................................................................................................... 7 Figure 14. Airbus A400M .................................................................................................................................................................... 7 Figure 15. Center of gravity shift, longitudinal and lateral ................................................................................................................... 9 Figure 16. Effect of Bank Angle on V MCA. Turbojet, One Engine Inoperative; rudder and aileron deflections and sideslip angle .... 12 Figure 17. Effect of Bank Angle on V MCA2. Turbojet, Two Engines Inoperative .............................................................................. 12 Figure 18. Effect of Bank Angle on V MCA and V 2 , One Engine Inoperative, 4-engine turbojet .......................................................... 14 Figure 19. Effect of weight and bank angle on takeoff safety speed V 2 . V MCA with bank angle 3 was used here ............................ 15 Figure 20. Effect of Bank Angle on V MCA2 and V 2 , Two Engines Inoperative, 4-engine turbojet ...................................................... 15
LIST OF ABBREVIATIONS AND SYMBOLS Angle of attack Sideslip angle Air density Bank angle Pitch angle a Aileron deflection angle r Rudder deflection angle AC Advisory Circular ADI Attitude & Direction Indicator AGL Above Ground Level C L Lift coefficient due to angle of attack CS Certification Specification (EASA) D Drag EASA European Aviation Safety Agency FAA Federal Aviation Administration FAR Federal Aviation Regulation ft foot, or feet FTG Flight Test Guide ICR Inappropriate Crew Response IFR Instrument Flight Rules IMC Instrument Meteorological Conditions JAR Joint Airworthiness Requirements kg kilogram kt knot or knots L Lift L Rolling moment L Rolling moment due to sideslip angle L a Rolling moment due to aileron deflection a
lb Pound or pounds L T Rolling moment due to (asymmetric) thrust T N Yawing moment N Newton N Yawing moment due to sideslip angle N r Yawing moment due to rudder deflection r
N T Yawing moment due to (asymmetric) thrust T OEI One Engine Inoperative PFD Primary Flight Display PSM Propulsion System Malfunction RNLAF Royal Netherlands Air Force S Surface area SL Sea Level T Thrust of propeller or turbofan/ jet TEI Two Engines Inoperative TPS Test Pilot School USAF United States Air Force V Velocity or speed V 1 Decision speed V 2 Takeoff Safety Speed V 2MIN Minimum Takeoff Safety Speed V MC Minimum Control Speed V MCA Minimum Control Speed in the Air V MCA1 Minimum Control Speed in the Air, OEI V MCA2 Minimum Control Speed in the Air, TEI V MCG Minimum Control Speed on the Ground V MCL Minimum Control Speed Landing configuration V MCL1 Minimum Control Speed Landing configuration, OEI V MCL2 Minimum Control Speed Landing configuration, TEI V R Rotation speed V S Stall speed V S0 Stall speed, landing configuration V S1 Stall speed, specified configuration V SR Reference stall speed V SSE Safe intentional OEI speed (FAR/ CS 23.149) V XSE Speed for best single engine angle of climb V YSE Speed for best single engine rate of climb W Weight Y Side force due to sideslip angle Y r Side force due to rudder deflection r
Airplane Control after Engine Failure Copyright 2005 AvioConsult v EXECUTIVE SUMMARY The aviation community has achieved the lowest airplane ac- cident rate in history, although accidents following the failure of an engine or propeller system during takeoff, go-around and accidents during training flights with an inoperative engine continue to happen quite frequently. The conclusion in many accident investigation reports is either 'out of control' or 'inappropriate crew response to propulsion system malfunction'. Many publications were written to prevent these kinds of acci- dents, but most reports and papers deal with the early recognition of propulsion system problems only. This paper reveals the real cause of many propulsion system malfunction related accidents and presents many recommendations to improve aviation safety. Propulsion systems (engines and/ or propellers) are not 100% perfect and may occasionally fail during takeoff, go-around or while en-route. This is why multi-engine airplanes are always designed to be able to continue to fly safely when an engine fails or is inoperative. The vertical tail is designed to be just big enough to generate the side force required to maintain straight flight down to a certain speed, but while maintaining a small bank angle. During the experimental flight-test phase following prototype production, experimental flight test crews determine, besides other operational limitations, that speed, which is called the air minimum control speed (V MCA ), for one or more engine- out configurations as well as a special type of V MCA for landing (V MCL ). The flight test techniques and procedures to be used are published in flight test guides issued by the Federal Aviation Administration (FAA) or the European Aviation Safety Agency (EASA), and in Military Specifications and Standards published by Air Forces. These flight test techniques require the use of standardized test conditions, like an aft center of gravity, lowest possible weight, critical engine inoperative and several others to reduce the otherwise huge amount of data required to determine V MCA for all values of all variable factors that have influence on V MCA . These standardized test conditions provide the worst- case, the highest V MCA for a certain configuration. This worst- case V MCA is listed in flight manuals, as a single number or in charts in which altitude, temperature and ground effect are often the only variable factors. This also simplifies calculating V MCA
by pilots before takeoff and again before landing (to be prepared for a go-around). However, there is one test condition used during flight-testing that has may be the greatest influence on the value of V MCA , that is regrettably 'forgotten' in Federal Avia- tion Regulations (FAR) and EASA Certification Specifications (CS) and consequently in many airplane flight and operating manuals as well as textbooks. This very influential variable on V MCA is the bank angle. Its exclusion caused and will continue to cause many accidents, not only immediately after engine failure, but also during the remainder of the flight following the engine failure or during training flights with an inoperative engine, unless improvements are made to rules and regulations and to flight manuals. Part 25 airplanes use a takeoff safety speed (V 2 ) to ensure a safe continuation of takeoff following the failure of an engine. V 2 is calculated before flight using both V MCA and the stall speed (V S ) of the airplane that applies for the takeoff weight. Either V 2 or V MCA is always displayed in the direct field of view of the pilots, either on a(n electronic) display, on a takeoff and landing data card, on a placard or as a red radial line on the airspeed indicator, because V MCA and/ or V 2 are of vital impor- tance for maintaining control while an engine is inoperative during takeoff, go-around and during low speed flight. This paper, an initiative of Harry Horlings of AvioConsult, tho- roughly explains V MCA and most of the variables that influence V MCA and therewith V 2 and comments on existing regulations, flight manuals, textbooks and training programs. The major conclusions of this paper are: Pilots are not made aware that manufacturers use a small bank angle to design and dimension the vertical tail of their airplane and to determine V MCA and, hence, that this bank angle is a condition for the listed V MCA (and derived V 2 ) to be valid. Many regulatory paragraphs in FAR/ CS 23 & 25 on takeoff safety and on V MCA do not take into account the adverse ef- fects of many variable factors, including bank angle, on V MCA
and therewith on the derived V 2 . This has led to imperfect, deficient, dangerous and even impossible requirements. Flight manual writers copy these imperfect and incorrect regulatory paragraphs into their manuals; textbook authors copy them into their textbooks. Readers will or might get an inappropriate understanding of the controllability of an air- plane in the event that an engine is inoperative. The applicant for certification of a multi-engine airplane may select a bank angle for determining V MCA ; a bank angle 3 5 degrees away from the inoperative engine is commonly used. Flight Manuals publish this V MCA and allow a maximum bank angle of 5, in accordance with the definition in FAR and CS, without specifying the approved direction of banking. How- ever, the actual V MCA varies considerably with bank angle. If an airline pilot does not maintain the same small bank angle that was used to determine V MCA while an engine is inopera- tive, then the actual V MCA is higher than the listed V MCA and might easily increase above the indicated airspeed (or V 2 ), leading to an uncontrollable airplane at once. V MCA as well as V 2 are only valid and safe if the same bank angle is applied that was used to determine V MCA . Flight manuals do regretta- bly not specify the selected bank angle as an essential re- quirement for being able to maintain straight flight (maintain control) following the failure of an engine and do not issue warnings for this vital requirement because a rule or regula- tion to do so does not exist for the applicant/ manufacturer. The small bank angle is also used to determine climb perfor- mance after engine failure: it might mean the difference be- tween life and death. Some departure procedures require bank angles up to 15 de- grees for takeoff obstacle clearance or noise abatement proce- dures, even after engine failure. If the airspeed is V MCA or V 2 , this 15-degree bank angle might also lead to an immediate loss of control, ending the flight in calamity. Much design effort has been made to display many cues and alerts of approaching dangerous airspeeds and attitudes, etc. However, the perhaps most important cause of engine failure related accidents never made it to be included in the design of cockpit displays and alerting systems, may be except for a few airplane types. There is no bank angle advisory for keeping the actual V MCA after engine failure to a safe lowest possible value, no warning of approaching the actual V MCA or of dece- lerating below the actual takeoff safety speed V 2 in any air- plane yet. The underestimated, yet life-threatening increase of actual V MCA if the bank angle deviates from the bank angle used during flight-testing V MCA , never made it to be included appropriately in the design of display, warning and alert sys- tems. In addition, a yaw rate indication to early detect a thrust asymmetry is no longer present on modern displays; a slow moving heading scale has to be used instead. Many recommendations are presented in the paper to im- prove regulatory paragraphs, flight manuals, textbooks, training programs, etc. These improvements are definitely required to decrease the number of multi-engine airplane accidents due to engine failure. Prevention of Airplane Accidents after Engine Failure vi Copyright 2005 AvioConsult
This page intentionally left blank Airplane Control after Engine Failure Copyright 2005 AvioConsult 1 1. INTRODUCTION The vertical fin and rudder of a multi-engine airplane are de- signed to counter the big asymmetrical yawing moment caused by the remaining engine(s) after engine failure. The aerodynam- ic side force that can be generated by the vertical fin and rudder depends highly on the (square of the) airspeed. As the airspeed decreases, the rudder deflection has to increase since the engine thrust remains the same. However, there are mechanical limits to the rudder deflection angle and the vertical fin is also limited in size. So there must be a lower speed at which the vertical fin plus rudder generate just a high enough side force to counter the asymmetrical thrust and maintain the heading. The designers of the vertical fin know that the size of the fin and/ or rudder deflection can be reduced by banking a few de- grees away from the inoperative engine. FAR 23.149, 25.149 and equivalent allow a bank angle of maximum 5 degrees. This small bank angle adds a component of the airplane gross weight as a side force to the other side forces that act on the airplane. The weight and bank angle related side force reduces the size of the vertical fin, which saves manufacturing cost. Therefore, the vertical fin including rudder of a multi-engine airplanes is de- signed and built to a size that generates just a high enough side force for maintaining straight flight after engine failure, while banking a few, up to maximum 5 degrees away from the in- operative engine down to an airspeed that is lower than or equal to 1.2 V S . From the engineering or hardware point of view, there is noth- ing wrong with this tail design approach, because it is in accor- dance with the aviation regulations. During flight, the lowest airspeed for maintaining straight flight that was used for design- ing the vertical tail can deviate from the actual in-flight value. Therefore, the regulations require flight-tests to be performed to determine the airspeed below which straight flight cannot be maintained after engine failure. During testing, the flight-test crew would normally use the same bank angle that was used to design the vertical tail. The measured lowest speed for maintain- ing straight flight while banking the same bank angle as was used to design the vertical tail is called the minimum control speed in the air (V MCA ) and is to be published in the Airplane Flight Manual as an operational limitation. The problem is that nobody ever told the airline pilots (yet) about the tail design limitations, which are in fact hardware limitations, and about the bank angle that needs to be applied for V MCA to be valid. Hence, pilots do not know that they should maintain straight flight only while also maintaining a small bank angle away from the inoperative engine for the vertical fin to be able to maintain the equilibrium of side forces and yawing mo- ments, because this is neither prescribed in the Airplane Flight Manual nor included in the engine emergency procedures. This is, to the opinion of the author, why accidents after engine failure happen. Pilots of Part 25 airplanes use takeoff safety speed V 2
and not V MCA anymore. However, V 2 is derived from V MCA and stall speed V S , making V MCA important to all multi-engine pilots. V MCA is in fact a software fix for a hardware shortcoming. The significance of V MCA for the controllability of a multi- engine airplane after engine failure seems well documented in Federal Aviation Regulations (FAR), EASA Certification Speci- fications (CS) and in flight manuals and textbooks, but in fact it is not. If the applicable V MCA and/ or V 2 are readily availa- ble to pilots before every takeoff or go-around, why do engine failures, or in-flight simulation or demonstration of engine fail- ures during training, still turn into catastrophes so often? Many publications were written to answer this question, but most reports and papers only discuss the early recognition of engine problems, for instance references [1] and [2]. It is the objective of this paper to answer this question by tho- roughly explaining the effect of an inoperative engine on the controllability of a multi-engine airplane while in the air during takeoff and go-around and to present a few different options for continuing the flight safely, bringing down the engine failure related airplane accident rate. The first version was published in the Aviation Safety Magazine of the Royal Netherlands Air Force in 1999 [3] and was written after four catastrophic acci- dents happened with both propeller and turbofan airplanes after engine failures within a short period of time. Since then, the author reviewed several flight manuals, relevant texts in maga- zines and on the Internet, accident reports and sections and paragraphs out of FAR's and CS's on the subject of controllabili- ty after engine failure. It was concluded that most of these pub- lications were imperfect, in many cases even incorrect and defi- cient. For preparing this paper, USAF Test Pilot School (TPS) text- books [4] were used, including the USAF Paper 'Procedures and analysis techniques for determining V MCA ' [5], as well as the formal FAA and EASA Flight Test Guides [6], [7], [8]). To avoid proprietary rights problems, no airplane data was copied from formal airplane flight manuals; instead, data resulting from analysis using the V MCA prediction techniques taught at the TPS [9] were reworked and used. These are presented in paper 'The Effect of Bank Angle and Weight on the Minimum Control Speed V MCA of an Engine-out Airplane' [12]. The author believes that it is very important that multi-engine rated pilots, aviation authorities, accident investigators and textbook writers, etc., have a good knowledge of the real value of V MCA and V 2 , as well as of the variables that have influence on the value of V MCA . Most of these variable factors will be discussed, as will be the effect thereof on takeoff safety speed V 2 . A few 'secrets' of flight-testing V MCA as performed by expe- rimental test pilots and flight-test engineers will be revealed. Several imperfections and deficiencies in FAR/ CS 23 and 25, in flight manuals, in training manuals and in textbooks will be discussed and recommendations for improvement are included. Although text and figures mainly present propeller airplanes, the theory also applies to turbofan-equipped airplanes. In this paper, minimum control speed means directional min- imum control speed in the air. Lateral minimum control speed, which is applicable to airplanes with powered lift devices or very big propellers, will not be discussed, nor will ground minimum control speed V MCG . This paper is not applicable to multi-engine airplanes with two in-centerline engines either.
2. AIRPLANE CONTROL AFTER ENGINE FAILURE For equilibrium flight, balance is required of the forces and moments (a moment = a force its moment arm) that act on an airplane. This also applies after engine failure. The lift or force that an aerodynamic airfoil produces can be expressed with equation V 2 SC L in which is the air density, V is the air- speed and S is the surface area of the aerodynamic airfoil. C L
does not only depend on the shape and other characteristics of the aerodynamic airfoil, but also on its angle of attack to the incoming air stream. Airspeed V has a significant (squared) influence on the generated lift or force. The lift equation does not only apply to 'horizontal' airfoils, but also to the vertical fin and rudder. In the figures presented below, not all of the forces and moments that act on an airplane are shown and the shown ones are not to scale. The power or thrust (T) of engines de- pends on the engine characteristics, and mostly also on air tem- perature, pressure altitude and airspeed. After engine failure, the power or thrust distribution on the airplane is no longer symmetrical. The asymmetrical thrust (T) generates a yawing moment (N T ) that, if the airspeed is low and the thrust is high, rapidly yaws the airplane through a large angle in the direction of the failed or inoperative engine. The drag of Airplane Control after Engine Failure 2 Copyright 2005 AvioConsult the propeller of the failed engine, unless feathered, adds to the asymmetrical thrust T. A sideslip develops, which instantaneously increases the drag (D) and hence decreases (climb) performance and airspeed. The vertical tail generates side force Y due to sideslip that is stabilizing because the moment N that this force generates, tends to return the nose of the airplane back into the relative wind (weathercock stability). The sideslip also generates a destabilizing side force Tsin (in front of the center of gravity) generated by airflow bending on all propeller discs or turbofan inlets, as long as the thrust setting is high. On propeller airplanes, the blown wing section(s) behind the propeller(s) of the operating engine(s) produce more propul- sive lift than the other wing, which generates a rolling mo- ment (L T ) into the failed or inoperative engine. Sideslip also generates a rolling moment L caused by blanking of a wing, in this case the left wing, and by the relative wind blowing under the high wing. The asymmetrical slipstream of the propellers will also have effect on the vertical fin as sideslip increases.
Turbofans mounted under- neath the wings (Figure 2) do not produce propulsive lift. The wings of these types of airplane however, generate a bigger rolling moment L due to the sideslip, the dihedral effect, and the swept wings. Without appropriate crew response to propulsion system malfunction, the rolling motion will continue under influence of the dihedral of the wings or, on propeller airplanes, under influ- ence of the asymmetrical pro- pulsive lift. Ailerons might not be effective enough to counte- ract the rolling moment if the airspeed is low, then spoilers might kick in to assist. This generates additional drag and deteriorates the already reduced performance. The side forces will start ac- celerating and consequently displacing the airplane to the dead engine side along a descending flight path in the direction of the low wing. Then the relative wind and sideslip angle reverse to the other side and the weathercock stability will start to turn the nose of the airplane to the ground. This of course is just one possible scenario. Nevertheless, this actually took place during several accidents. The crews could not put an end to this out of control situation because the aerodynamic control power of the control surfaces was not high enough due to a too low airspeed and even more important because the crew was not familiar enough with controllability of the airplane after engine failure. The pitching moment change caused by engine failure is small and the elevator is dimensioned to be able to handle the change easily. After an engine failure during takeoff or go-around, big changes in forces and moments occur due to the high asymme- trical engine thrust and the limited control power of the aerody- namic control surfaces at low speed ( V 2 ). The resulting dy- namics and motions can be very violent. Motions will continue until a new balance of forces and moments is established. If the airspeed and altitude are both low, this might never happen while the airplane is still in the air. Turbofans, after failure, take long- er to spool down, so the dynamics of engine failure might not be as violent as the dynamics after engine failure of turboprops. In any engine failure case, the crew response to a propulsion system malfunction must be rapid and appropriate. 2.1. Recovery To recover to steady straight and controlled flight, first the airplane motion must be arrested as soon as possible to prevent an uncontrollable attitude from developing. The controls availa- ble to the pilots for recovery are aerodynamic controls, like rudder, ailerons and elevator, but also propulsive directional controls: the throttles or power levers. A rudder is normally sized and on big airplanes boosted to be able to provide enough control power to counteract the yawing motions generat- ed by asymmetrical engine thrust after one or two engines fail on the same wing, down to a certain minimum control speed. Aile- rons have small control power under low speed conditions too, but are on some airplanes assisted by powerful spoilers. All pilots are aware though that the downward deflection of an aileron increases the local angle of attack of the wing section in front of that aileron, which if the airspeed is low might lead to a partial wing stall that causes an uncommanded roll, which only aggravates an already critical situation. Aileron deflection also generates adverse yaw and additional drag that both increase the asymmetrical thrust moment N T as well. The moments needed for recovery after engine failure are a yawing moment N equal to and opposite of asymmetrical thrust moment N T and also a rolling moment L. The side force due to rudder deflection Y r can provide a yawing moment N r
that adds to the yawing moment N due to side force Y (that normally provides the weathercock stability). The rudder is the only aerodynamic control available to balance or counteract N T . The ailerons (supported by spoilers) are used to balance the propulsive lift moment L T and the rolling moment due to sideslip L . If the aerodynamic control power is insufficient to recover to a safe equilibrium under high asymmetrical thrust conditions, then the airspeed is below the actual minimum control speed. Nor- mally the elevator (pitch control) is used to adjust the flight path and therewith to increase the airspeed as required. However, if the airplane is just after liftoff and still close to the ground this might not be an option. If rudder and/ or ailerons are not effec- tive enough to provide the control power needed for recovery, then the only option left is to decrease the problem-causing asymmetrical yawing moment N T and rolling moment L T . This can be achieved by partly closing the throttle of the engine oppo- site of the failed or inoperative engine to reduce the asymmetric- al thrust moments N T and propulsive lift L T to a level that is equal to or lower than the aerodynamic moments that are being generated by rudder (N r ), vertical fin (N ) and ailerons at that very instant (and speed). The throttle of the opposite engine has very big control power because it decreases or even nulls the asymmetrical yawing moment on the airplane and decreases propulsive lift L T . Of course, this 'propulsive control' aggravates an already critical performance problem; the overall performance is decreased for a while (until control is regained). Nevertheless, T Y N T Tsin r Y r N +N r T Y N T Tsin r Y r N +N r Figure 1. Motions after engine failure turboprop. Wsin T Y N N T Tsin Tsin Y L T Wsin W L Prop. drag Wsin T Y N N T Tsin Tsin Y L T Wsin W L Prop. drag Figure 2. Motions after engine failure turbofan. T Y N N T Tsin L Wsin Tsin Y W Wsin T Y N N T Tsin L Wsin Tsin Y W Wsin Tsin Y W Wsin Airplane Control after Engine Failure Copyright 2005 AvioConsult 3 controllability is more vital to survival than performance, espe- cially if the altitude is low during takeoff or go-around; a wingtip hitting the ground first causes more trouble than a wings-level landing in the dirt. The required control inputs in the roll and yaw axes to stop the dynamic or transient motions after engine failure and return to stabilized flight will be bigger than for maintaining equilibrium straight flight. Therefore, both a static and a dynamic V MCA
(transient effects) are determined during experimental flight- tests. These flight-tests will be briefly described later in this paper ( 4). Using the explanation presented above, an engine emergency procedure for recovery can be drafted to establish straight flight following the failure of an engine during takeoff or go-around. This procedure is applicable to all multi-engine airplanes. Identify which engine failed (e.g. dead leg dead engine); Apply both rudder and aileron away from the inoperative engine to recover to straight flight; Increase thrust on remaining engine(s) to maximum availa- ble (takeoff) thrust; Note: If rudder and/ or ailerons do not generate enough con- trol power for recovery, reduce the opposite throttle tempo- rarily as much as required (propulsive control); Increase airspeed using pitch control, if feasible, to the best single engine rate of climb V YSE or to the best angle of climb speed V XSE , or to takeoff safety speed V 2 , etc. In 5, after thoroughly describing the effects of an inoperative engine on the controllability of an airplane, this emergency procedure will be improved with a life saving addition. In the paragraphs to follow, several options for straight flight after engine failure will be discussed. 2.2. Straight flight after engine failure After recovery, many combinations of rudder and aileron def- lections are possible that will achieve balance of lateral and directional forces and moments for a safe straight (equilibrium) flight. Three combinations or options that are most relevant to takeoff and go-around will be discussed. A fourth option, straight flight with no rudder input, is presented for reference purposes only. The options to be discussed are: 1. Straight flight with wings level (bank angle = 0), which is easy to fly with outside reference or by using the attitude display on the primary flight display; 2. Straight flight with zero sideslip ( = 0), because in this case the drag is as low as possible and hence the effect of an inoperative engine on airplane performance is minimal; 3. Straight flight for certification ( = 5, or the number of de- grees specified by the applicant, away from the inoperative engine), which is also the equilibrium of lateral and direc- tional forces and moments used to determine V MCA during experimental flight-testing; 4. Straight flight with zero rudder ( r = 0). 2.2.1. Straight flight with wings level ( = 0) In the accompanying figures below, not all forces and mo- ments that act on an airplane are shown, only the most important ones. After failure of the left hand engine (#1) on our sample multi- engine airplane, the asymmetrical thrust T of engine #2 gene- rates a yawing moment N T about the center of gravity that can be balanced only by a yawing moment N r generated by rudder side force Y r ( 2.1). However, Y r also causes sideward accelera- tion and hence a sideslip built-up. This sideslip causes a side force Y opposite of Y r , an 'air-bending' side force Tsin and a side component of the drag, that all decrease the sideward acce- leration. The yawing moment N ,
generated by Y ,
adds to the asymmetrical thrust moment N T . Therefore, the rudder deflection needs to be increased to counteract this moment as well. Aileron deflection a not only generates a rolling mo- ment L a to counteract the propulsive lift moment L T , but also an adverse yawing moment N a for which also additional rudder deflection is required to compensate for. On turbofan- equipped airplanes, the deflec- tion of ailerons might be differ- ent from the deflection in the figures, because turbofans do not generate propulsive lift. With the wings kept level, the only side force available to achieve a balance of forces is the side force due to sideslip Y . As airspeed is decreased, Y decreases (control power of the vertical fin with rudder deflected V 2 ) and more rudder deflec- tion is needed to increase Y again and achieve a balance of side forces and yawing moments for straight flight with wings level. The airspeed can be decreased until either one or more of the following limitations are met, both with the trims at normal setting: Rudder deflection is maximum or pedal force is 150 lb (667 N) or 180 lb (FAR/ CS and military requirements, respec- tively); Aileron force is 25 lb and deflection is maximum or 75% throw (FAR/ CS and military requirement, respectively). Below this airspeed, straight flight cannot be maintained. There- fore, this airspeed is the actual air minimum control speed V MCA for flight with the wings level. 'Actual V MCA ' in this paper means the real and instantaneous V MCA in the actual confi- guration with the actual values of all variable factors that influ- ence V MCA and not the worst case of the values used to deter- mine the V MCA that is published in flight manuals. These varia- ble factors and their worst case values will be discussed in detail in 3. Conclusion. Straight equilibrium flight following engine failure while the wings are kept level requires a sideslip angle and deflection of both rudder and aileron to balance forces and moments. The disadvantage of this lateral and directional balance of forces and moments is the drag generated by the sideslip, which decreases climb performance. Furthermore, due to the sideslip angle , the prop wash of the inner engines of a 4 or more engine airplane (#2 or #3) might disturb the airflow around the vertical fin, affecting the local angle of attack and hence influencing the maximum obtainable rudder control power. The stall characte- ristics are degraded as well. Although a good and easy to fly straight flight with the wings level can be achieved, a sideslip is required. The drag is not as low as possible to achieve maximum takeoff performance. As an example, the sideslip angle required for straight flight during testing a small twin-engine airplane in a certain configuration with an inoperative engine and level wings was 14 degrees. Figure 3. Straight flight with wings level. T Y Y Y r L T r a L a N T W Tsin N r -N N a Tsin T Y Y Y r L T r a L a N T W Tsin N r -N N a Tsin Airplane Control after Engine Failure 4 Copyright 2005 AvioConsult 2.2.2. Straight flight with zero sideslip ( = 0) If sideslip is zero, there will be no side force due to sideslip (Y ). As explained in the previous paragraph, besides rudder and aileron deflection to balance the asymmetrical thrust mo- ments N T and L T , another side force is definitely required for straight flight to balance side force Y r and prevent the airplane from slipping again to the dead engine side. This force can easily be generated. The tail design engineer already used it at the drawing board for sizing the vertical tail When an airplane is banking, a component of the weight vector acts as side force in the center of gravity ( 2). This side force Wsin can also be used to replace Y and achieve straight flight after engine failure. It generates no rolling or yawing moments because this force acts in the center of gravity (the moment arm is zero). Side force Wsin varies obviously with weight (W) and bank angle ( ), acts in the direction of banking and is zero if the wings are level (sin 0 = 0). In Figure 4, bank angle is a few degrees away from the inoperative engine, which generates a side force Wsin opposite of Y r , as is required for the balance of the side forces. In this zero sideslip case, the rudder side force Y r only has to generate a moment for balancing N T and N a (adverse yaw) and does not have to overcome Y and the other side forces due to as well, so less rudder deflection r is required as compared to straight flight with wings level of the previous paragraph. Therefore, the airspeed can be further decreased until again the rudder and/ or aileron limitations are reached that were listed in the previous paragraph. The speed at which this happens is the actual air minimum control speed V MCA for straight flight with zero sideslip in the given configuration. Flight-testing has shown that a favorable bank angle of only 3 5 degrees away from the inoperative engine generates a side force Wsin that is big enough to re- place Y and the other side forces due to . Wsin generates no side effects since it acts in the center of gravity. The ball of the slip indicator is in this case about half a ball width to the right (into the good engine). An example: the actual V MCA of a small twin-engine airplane in a certain configuration during testing decreased from 58 kt with the wings level to approximately 53 kt with a favorable bank angle of 5. This small bank angle adds 5 kt or 10% of 'safety'. As will be shown later, the decrease of actual V MCA will be much higher on bigger airplanes. Conclusion. Actual V MCA during straight equilibrium flight with zero sideslip is lower than actual V MCA with wings level, leading to the conclusion that the margin between the actual takeoff airspeed and the actual air minimum control speed during takeoff increases if a small bank angle is used, which means that this small bank angle increases the safety considera- bly. For takeoff and go-around after engine failure, it is impor- tant that the remaining performance after engine failure is max- imal, requiring the drag to be minimal, which will be the case if the sideslip is zero and a small bank angle of 3 to 5 is attained and maintained. 2.2.3. Straight flight for certification ( = 3 5) A small bank angle away from the inoperative engine decreas- es the rudder requirement and therewith decreases the air mini- mum control speed V MCA as was explained in the previous para- graphs. In other words, applying a small bank angle decreases actual V MCA and therewith increases the small margin between V MCA and the airspeed during takeoff, which increases takeoff safety. The small bank angle decreases sideslip to almost zero, which is favorable to the remaining climb performance. Zero sideslip is very difficult to determine in-flight because sideslip angle cannot easily be measured and displayed. A simple means would be a woo- len tuft on the windscreen, but that does not look very profes- sionally... A bank angle how- ever, can be read directly and fairly accurately from the atti- tude display (ADI or FD). The maximum allowable bank angle is 5 (FAR/ CS 23.149 and 25.149 [8], [10]). The reason for this 5 will become clear in 3.1. The applicant (manufacturer) may select a bank angle that will be used to determine the V MCA of the airplane. In most cases, this bank angle will be between 3 and 5. A bank angle of 5 is most often used on multi- engine airplanes with straight wings and is very close to the bank angle for straight flight with zero sideslip as well as for lowest drag, which again is im- portant for (remaining) climb performance ( 2.2.2). Using 5 of bank on straight wing airplanes will result in only a small sides- lip angle of approximately 3. Swept wing airplanes might only have to use 3 of bank for lowest drag; Figure 16 illustrates this. As will be shown later, even this small 3 bank angle might prevent a catastrophic accident after engine failure. Figure 5 shows the most important forces and moments for this lateral and directional balance of forces and moments. This case is usually used for determining the V MCA that is listed in flight manuals. Conclusion. Straight equilibrium flight with a small bank angle (3 5) away from the inoperative engine is relatively easy to fly using the cockpit displays and provides a lower and therewith more safe actual V MCA . The drag will be minimal which is favorable to the remaining climb performance with an inoperative engine. Therefore, this lateral and directional equili- brium is used during flight-testing to determine the V MCA that will be listed in flight manuals. 2.2.4. Straight flight with zero rudder ( r = 0) To complete the overview of four of many possible options for lateral and directional balance of forces and moments for straight flight while an engine is inoperative, Figure 6 shows straight flight with zero rudder. Y is now the only side force that can provide the moment N required to act against N T . Therefore, the sideslip angle needs to be quite considerable at low airspeed or the airspeed needs to be high enough to generate an appropriate side force Y . Side force Wsin is in turn re- quired to balance Y + Tsin . The bank angle is again away from the inoperative engine and will usually be around 8 degrees at high weight and bigger at lower weights. This option for straight flight might look attractive because no rudder input is required. However, the sideslip angle at low takeoff or go- Figure 4. Straight flight with zero sideslip. N r L T W a L a T N T Wsin Y r r N a Wsin N r L T W a L a T N T Wsin Y r r N a Wsin Figure 5. Straight flight for certification. Wsin r Y L T W a L a Y N T T Y r N r + N N a Wsin Wsin r Y L T W a L a Y N T T Y r N r + N N a Wsin Airplane Control after Engine Failure Copyright 2005 AvioConsult 5 around speed can be quite considerable (more than 20) leading to high drag (which should be avoided during ta- keoff) and to a high local angle of attack on the vertical fin which might lead to fin stall and consequently the loss of directional control. The actual V MCA with zero rudder is higher than when rudder is deflected to balance forces. Conclusion. The drag during straight equilibrium flight with zero rudder is much high- er than in the cases with wings level and with a small bank angle away from the failed engine. This option for straight flight is therefore definitely not recommended during flight following an engine failure and with an inoperative engine.
3. VARIABLE FACTORS THAT INFLUENCE VMCA Many variable factors have influence on the value of V MCA . Besides the already discussed influence of bank angle on V MCA
(through side force Wsin ), any factor that influences the thrust or drag symmetry in the yaw and/ or roll axes and that requires a change of rudder or aileron deflection to compensate for, will have an effect on the value of V MCA . In the paragraphs below, most of these variable factors will be discussed. The value that a factor should have during flight-testing to determine V MCA will also be presented. Since V MCA is used as one of the factors to calculate V 2 , this paragraph is applicable to all multi-engine airplanes, including Part 25 airplanes. 3.1. Effect of bank angle and weight on VMCA As was already explained in 2.2.2 above, a small bank angle away from the inoperative engine decreases the actual air mini- mum control speed V MCA . Below, the effect of a change of bank angle and weight on V MCA will be discussed in greater detail. A bank angle of more than 5 away from the inoperative engine (see Figure 7) increases side force Wsin , which (in this example) causes a sideslip to the right. Consequently, side force Y develops to the left, reducing the rudder requirement (Y r ) for straight flight. Since the rudder is not fully deflected anymore, the airspeed can be further decreased until again the rudder deflection or pedal force is the maximum allowed (see 2.2.1). Hence, the result of maintaining a bank angle more than 5 away from the inopera- tive engine is that actual V MCA
would decrease. However, because the sideslip angle in- creases, the angle of attack of the vertical fin is increased, which might cause flow separation off the vertical fin and even- tually cause the vertical fin to stall. Although V MCA might be lower if bank angle is more than 5 away from the inoperative engine (which in itself is safer), straight flight using a bank angle in excess of 5 away from the inoperative engine is not recom- mended because of the risk of fin stall; in addition, performance decreases as well. These are the real reasons that this 5 limita- tion exists in FAR, CS and Military Specifications. A bank angle less than 5 away from the inoperative engine or into the inoperative engine (as will be the case during a turn as shown in Figure 8) decreases or reverses the direction of side force Wsin . This will cause a sideslip to the left and side force Y to develop to the right, increasing the total yawing moment N into the inoperative engine. To counteract this in- creased yawing moment, N r needs to be increased by increasing the rudder deflection r . However, if the airspeed is as low as V MCA , and hence the rudder is already (almost) fully deflected, the required increase of N r with Y r is not possible unless the airspeed is increased, since the control power of aerodynamic surfaces is a square function of the airspeed ( V 2 ,
see
2). This required increase of air- speed for straight flight with this bank angle change leads to a higher actual V MCA . In other words, if the airspeed is as low as published V MCA (at which speed a straight flight equilibrium can be maintained), a wings level attitude or a bank- ing maneuver in the direction of the inoperative engine causes the airplane to start slipping to that side. Sideslip angle and drag both increase; performance and altitude both decrease. If rudder and/ or aileron deflection were maximum before banking (as was required for straight flight if the airspeed is V MCA ), it might not be possible to reverse the bank angle unless the air- speed is increased first to a value well above V MCA or the thrust asymmetry is temporarily reduced ( 2.2.1). If the altitude is low, the required increase of airspeed might not be possible at all; the airplane is already out of control and disaster is immi- nent. Therefore, if rudder and/or aileron deflections are (near) maximum, do not bank away from the favorable 3 to 5. Figure 9 below shows the effect of bank angle and gross weight on V MCA (through side force Wsin ) for a sample 4- engine swept wing airplane with one outboard engine (#1) in- operative during straight, constant heading, 1 g flight and with the remaining engines producing maximum available takeoff thrust. The data basis is the result of analysis of the stability derivatives of this sample airplane while the thrust is asymme- trical [12]. Actual airplane data could not be used, because manufacturers are very hesitant in allowing the use of their proprietary airplane data. A positive bank angle is in this case a bank angle away from the inoperative engine #1. On this sample airplane, the V MCA determined by analysis (prediction, [12]) is below stall speed if a bank angle of 5 would be used. The airplane flight manual will then state that the air- plane is controllable down to the stall. Flight-testing this air- plane will have to confirm that V MCA is indeed lower than V S . If the manufacturer had opted for a bank angle of 3 away from the inoperative engine for determining V MCA (3 line in Figure 9), then the V MCA of the airplane for this configuration would be 95 knots calibrated airspeed and the actual V MCA
would decrease with increasing weight, which is favorable for maintaining control after engine failure. This decrease is also Figure 6. Straight flight with zero rudder. T Y N N T Tsin Tsin Y L T a W Wsin N a Wsin T Y N N T Tsin Tsin Y L T a W Wsin N a Wsin Figure 7. Banking more than 5 away from the inop. engine. Y L T W a L a Y Tsin Tsin N T T Wsin r Y r N r +N N a Wsin Y L T W a L a Y Tsin Tsin N T T Wsin r Y r N r +N N a Wsin Figure 8. Banking into the inoperative engine. Y r Y Wsin Tsin T L T Wsin L a W r Y N T N r -N N a a Y r Y Wsin Tsin T L T Wsin L a W r Y N T N r -N N a a Airplane Control after Engine Failure 6 Copyright 2005 AvioConsult very common for straight wing turboprop airplanes with 5 bank. If however highest gross weight would have been chosen to determine V MCA , then the actual V MCA for any lower weight is higher and pilots would have to use weight as entry variable to determine the actual V MCA ; this would require too much data and be too complex. Low weight is the worst-case weight for deter- mining V MCA and is therefore used during flight-testing and thus for listing V MCA in airplane flight manuals. Things change dramatically for this and other multi-engine airplanes if a bank angle is not maintained away from the in- operative engine. If the wings are kept level, the analysis shows that actual V MCA for this sample airplane, in this configuration, at all gross weights (Wsin = 0) will have become 119 kt, 24 kt higher than V MCA with 3 bank away from the inoperative engine and 11 kt higher than the stall speed V S at high weight. At or below an airspeed of 119 kt, straight flight cannot be maintained following the failure of an outboard engine while the wings are kept level and the opposite engine is at maximum available takeoff thrust setting, and also provided the other factors that have influence on V MCA are at their worst-case values. Actual V MCA will be even higher if the bank angle is only 5 degrees into the wrong side, which is into the failed or inopera- tive engine: more than approximately 85 kt above V S for this sample airplane. The 10 line is presented too and speaks for itself. The increase of actual V MCA on straight wing airplanes will be smaller, but still a factor to consider. The powerful adverse effect of side force Wsin (if is to the wrong side) can be observed in Figure 9. Of course, V MCA is the minimum speed for maintaining straight flight (equilibrium) only, which an intentional turn is not, but the control power of rudder and ailerons might be insufficient to be able to end the turn and return to a wings level attitude once the airplane is allowed to bank away from the favorable 3 5 degrees. The remaining control power at V MCA is not subject of flight-testing, and may therefore not be counted on. Figure 9 will be used again in 6, while discussing the takeoff safety speed V 2 . The same data will be used for a V MCA versus bank angle plot in 4. The V MCA that is listed in flight manuals is always determined using the lowest possible gross weight and a bank angle of 3 to 5 away from the inoperative engine, which provides a safe V MCA whatever the airplane gross weight is. This in fact means that this listed V MCA is only safe on the condition that the bank angle is 3 to 5 away from the inoperative engine. Although the flight manual of this sample airplane might state that the airplane is controllable down to the stall, this will only be the case as long as the bank angle is the same as used to determine V MCA : between 3 and 5 away from the inoperative engine as opted by the manufacturer. Maintaining this small bank angle is therefore essential for the takeoff and in-flight safety after engine failure or while an engine is inoperative for this airplane and most probably for all multi-engine airplanes. Conclusions. V MCA published in flight manuals is a constant value, but actual V MCA varies considerably with bank angle; actual V MCA is definitely not a constant airspeed. Actual V MCA increases many knots (at high power settings) if the wings are kept level, instead of banking 3 5 away from the inoperative engine. The increase will be smaller on straight wing airplanes (approximately 10 knots). Actual V MCA increases even more while maneuvering into the inoperative engine side. If actual V MCA increases above the indicated (or calibrated) airspeed due to a change of bank angle, control will be lost right away. The V MCA that is published in Flight Manuals is a minimum speed for maintaining a straight flight equilibrium following the failure of an engine, and is definitely not a minimum speed for maneuvering the airplane. These facts about the effect of bank angle and weight on V MCA
are not elaborated in most flight, training and operating manuals, nor in many textbooks on asymmetrical flight, nor in FAR's and CS's. This might very well be the real cause of many engine failure related accidents. More on this subject will follow. 3.2. Two engines inoperative On 4 or more engine airplanes, two engines might occasional- ly be inoperative simultaneously, for instance after simultaneous bird ingestion or following the failure of another engine. There- fore, for 4 or more engine airplanes, both V MCA1 and V MCA2
(V MCA with one engine (n-1) and two engines (n-2) on the same wing inoperative respectively) are determined and presented in the flight manuals of these airplanes. FAR/ CS 25 do not use V MCA1 and V MCA2 , but use V MCL1 and V MCL2 (V MCA for landing configuration) only. FAR/ CS do obviously not anticipate a dual engine failure in the takeoff or cruise configuration. The FAR/ CS requirements for V MCL do not make any difference for the explanation in this paragraph. V MCA1 is the V MCA , that is the minimum approved flying speed, in anticipation of the failure of any one engine of a 4 or more engine airplane. After any one of the engines failed or is inoperative, V MCA2 will have become the minimum airspeed for maintaining airplane control in anticipation of the failure of a second engine. V MCA2 is much higher than V MCA1 because it is determined after shutting down the critical engine as well as the engine next to it on the same wing. On a 4- or more engine airplane, the asymmetrical thrust moment will then be as high as it can get. V MCA2 is also to be used as the minimum control speed after failure of any two engines and not only for two in- operative engines on the same wing! The value of V MCA2 , again, represents a worst-case airplane configuration. In Figure 10 below, the effect of bank angle and weight is pre- sented for the same 4-engine turbojet airplane as used in Figure 9 on page 5 for the one-engine inoperative case. As shown in the figure, V MCA2 from this analysis is expected to be 117 kt. This V MCA2 is determined with the lowest possible weight (160,000 lb in this example) and with a 5 bank angle away from the inoper- ative engine, as well as other standardized test conditions. If the gross weight is above 225,000 lb, V MCA2 is below the stall speed; then the airplane is controllable down to the stall, but only if bank angle is 5 away from the failed engines. A bank angle of 3, less than 3 or to the other side increases actual V MCA
above the stall speed V S for these weights. In paragraph 6 on takeoff safety speed V 2 , Figure 10 will again be used for analyz- ing takeoff safety. Figure 9. Effect of Bank Angle and Gross Weight on VMCA One Engine Inoperative, Maximum Continuous Takeoff Thrust. 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A
( k t ) -10 -5 0 3 Vs 4-engine turbojet, OEI Data basis: analysis X 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A
( k t ) -10 -5 0 3 Vs 4-engine turbojet, OEI Data basis: analysis 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A
( k t ) -10 -5 0 3 Vs 4-engine turbojet, OEI Data basis: analysis XX VMCA Flight Manual for = 3 Airplane Control after Engine Failure Copyright 2005 AvioConsult 7 The V MCA2 used in this example is obtained from analysis that is normally performed before flight-testing V MCA2 to predict V MCA2 as well as any control limitation that might be encoun- tered during testing [12]. Actual flight-testing is always required to determine the real V MCA2 that is to be published in flight manuals. As can be observed in Figure 10, banking away from the fa- vorable 5 bank angle during straight flight into the other side will increase actual V MCA2 in the analyzed configuration to 190 knots at low gross weight and to 213 knots at high gross weight, which is 73 kt respectively 96 kt above the standardized V MCA2
that is listed in the flight manual. Compare this chart also to the chart in Figure 9 in 3.1 for one engine inoperative. These graphs show that there definitely is a reason for maintain- ing a small bank angle away from the inoperative engine. Procedures for go-around if one engine is already inoperative require the airspeed to be increased first to at least V MCA2 by accelerating down the glide slope to exchange available altitude for airspeed and by using symmetrical thrust only. Asymmetric- al thrust may be added, provided directional control can be maintained. Any increase of asymmetrical thrust increases the requirement for rudder deflection, which increases actual V MCA , and should be accompanied by gradual banking to a bank angle of 5 away from the inoperative engine. 3.3. Critical engine During low speed flight (including takeoff and go-around), the angle of attack is increased for the wings to develop the re- quired lift, as shown in Figure 11. The relative wind not only hits the lift-producing wings with the increased , but also the propeller blades. This in- crease affects the resulting thrust of each individual blade as is illustrated in side views in Figure 12. V r is the rotational speed of the propellers; V is the forward airspeed of the airplane. The resulting blade velocity is shown with a dotted vector. The top half of Figure 12 shows the down-going or descending pro- peller blade and the right-hand side shows the angles of attack of two propeller blades (both at the instant they are horizontal) and the resulting thrust T after the of the wings has been increased. The b (b = blade) of the descending propeller blade in Figure 11 increases if is increased as can be observed from this fig- ure, so the thrust T of this blade increases; b of the ascending propeller blade decreases, so the thrust T of the blade on this side of the spinner decreases. At low speed, when is in- creased, the thrust vector of whole propeller disc shifts in the direction of the descending propeller blade. This asymme- trical loading of the propeller disc is also called P-factor, see Figure 13. If the propellers both rotate clockwise, then the mo- ment arm of the propeller thrust on the left wing (T 1 ) decreases and the moment arm of the propeller thrust on the right wing (T 2 ) increases with in- creasing . Then the yawing moment of engine #2 (T 2 arm T 2 ) is bigger than the yawing moment of engine #1 (T 1 arm T 1 ). This effect is also noticeable during normal allenginesoperating opera- tions at low speed (when is high), when a rudder input will also be required to counteract the difference in thrust yawing moments for maintaining the heading. If engine #1 fails, the total remaining thrust moment N T (in this case generated by engine #2) is bigger than the remaining thrust moment if engine #2 would fail. A bigger asymmetrical thrust moment N T requires greater rudder deflection to counte- ract this N T or if the rudder is at its limit as required for deter- mining V MCA a higher speed. Hence, V MCA after failure of engine #1 will be higher than V MCA after failure of engine #2. The engine that, after failure, leads to the highest V MCA is called the critical engine. In this case, the (most) left engine #1 is the critical engine because both propellers rotate clockwise. If the airplane is equipped with counter-rotating propellers or with turbofans, there is no difference between N T after failure of a left- or right-hand engine provided the gyroscopic effects of rotating engines and propellers are negligible. In this case, the opposite engines are equally critical. N T and hence actual V MCA
differ for inboard and outboard inoperative engines though. The failure of the centerline engine on a tri-jet has no influence on the yawing moments and hence not on V MCA , but only on the pitching moment requiring a change of elevator input. Slipstream effects or rudder boosting might influence the se- lection or determination of the critical engine; refer to the appli- cable paragraphs below. A new airplane design shown in Figure 14 is the Airbus A400M. Unique on the propulsion of this airplane are the coun- ter-rotating propellers on both wings; both propellers on each wing rotate in opposite directions to each other, down in- between. If both engines on a wing are operating, the shift of the thrust vector with increasing angle of attack is always to- wards the other engine on the same wing. The effect of this is that the resulting (combined) thrust vector of both engines on the same wing does not shift as the angle of attack of the air- plane increases when the speed is decreased, or is low, as long W L D W L D Figure 11. Side view with Lift, Drag and Weight vectors. Figure 14. Airbus A400M with counter-rotating propellers. N T Arm R Arm L N r N T Arm R Arm L N r Figure 12. Thrust distribution on propeller blades, side view. b b T b b V r T V V r V r V T T V r b b T b b V r T V V r V r V T T V r Figure 13. P-factor. N T Arm T 2 T 1 T 2 Arm T 1 N T Arm T 2 T 1 T 2 Arm T 1 Figure 10. Effect of Bank Angle and Gross Weight on VMCA2 Two Engines Inoperative, Maximum Continuous Takeoff Thrust. 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A 2
( k t ) -10 -5 0 3 5 Vs 4-engine turbojet, TEI Data basis: analysis X X 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A 2
( k t ) -10 -5 0 3 5 Vs 4-engine turbojet, TEI Data basis: analysis 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A 2
( k t ) -10 -5 0 3 5 Vs 4-engine turbojet, TEI Data basis: analysis X X X X VMCA2 Flight Manual ( = 5) Airplane Control after Engine Failure 8 Copyright 2005 AvioConsult as both engines are operating. There is no overall P-factor; there will be no difference in magnitude of thrust yawing moments N T
after failure of either engine #1 or #4 with increasing , only in direction. This means that V MCA after failure of either one of the outboard engines will be the same, unless (boosting) systems, that may be required for controlling the airplane, are not installed on both outboard engines. This airplane does therefore not have a left- or right-hand critical engine; both outboard engines are equally critical. If an outboard engine fails, for instance #1 as shown in Figure 14 above, the moment arm of the vector of the remaining thrust on that wing reduces from in between the engines to a bit outside of the remaining inboard engine, as shown in Figure 14. The resulting N T is much lower than would be the case for conven- tional propeller rotation. The maximum Y r and N r to be gener- ated by the rudder can be smaller and consequently, the size of vertical fin of this airplane can be reduced. There is however one very important condition: the feathering system of the big 8- bladed, 17.5 ft (5.33 m) diameter and therefore high drag propel- lers must be automatic, very rapid and failure free to ensure the lowest possible propeller drag following a propulsion system malfunction. If not, the failure of the feathering system of an outboard engine will increase propeller drag, which in turn en- hances N T considerably therewith increasing actual V MCA . The control power generated by the small vertical fin and rudder alone is low by the small design. Only rapid reduction of thrust of the opposite engine, or (increased) airspeed can restore the required control power to maintain straight flight following the failure of a feathering system. Designing and approving the feathering system for this airplane will be a real challenge to design engineers and to certification authorities. On airplanes with very powerful engines, an asymmetrical thrust problem is also being solved by applying automatic thrust asymmetry compensation, see also 3.4, but this has conse- quences for takeoff performance as well. Flight manuals present the V MCA that is determined after fail- ure of the (or a) critical engine. This provides the highest, the worst case, V MCA that is valid as long as the bank angle is the same as used for sizing the vertical tail and during V MCA testing, and the thrust is maximal. The actual V MCA after failure of any other engine is lower which is safer. The word 'critical' is only of use to airplane design engineers and test pilots to make sure they use and determine the highest V MCA after failure of any of the engines. Airline pilots should not have to worry whether a failing engine is critical or not; they should not even have to learn about the criticality of an engine. Just a single V MCA , that is a safe minimum control speed before and after failure of any of the engines, applies, as does only a single engine emergency procedure. Maintaining the small bank angle away from the inoperative engine(s) however, is a live-saving condition for the lowest, safest possible actual V MCA , whether the inoperative engine is critical or not. 3.4. Engine thrust, altitude and temperature The thrust setting used on the remaining engine(s) for deter- mining V MCA is the maximum thrust that is guaranteed by the manufacturer in the specification of the engines. The higher the asymmetrical thrust setting, the higher the rudder requirement will be and/ or the higher the airspeed must be to provide the required rudder control power ( V 2 ) for straight flight; actual V MCA is higher. As discussed before, if the aerodynamic control power is insufficient to restore control, or to maintain straight flight after engine failure, the throttle setting of the engine oppo- site of the failed or inoperative engine must be decreased a little, but only as much as required to restore or maintain control. On some airplanes with very powerful engines (and a too small vertical fin), a thrust asymmetry control system decreases the thrust of the engine opposite of the failing engine automati- cally as required. This keeps the actual V MCA to a safe low level. A system like this, if fitted, must have been considered important if not indispensable by the manufacturer for restoring and maintaining control after engine failure. The consequence is that this system will also decrease the remaining climb perfor- mance upon activation. If the thrust of the engines depends on air density (altitude) and temperature, increasing altitude will decrease the thrust. After engine failure at high altitude, the asymmetrical thrust will be lower as well as is the requirement for rudder control power after engine failure. The actual V MCA will be lower as well. If the outside air temperature increases, engine thrust decreas- es and actual V MCA decreases. A too big variation of engine thrust with density and temperature leads to a big variation of actual V MCA 's, which is the reason that (turboprop) airplane manufacturers provide several charts with V MCA data for differ- ent altitudes and temperatures in the flight manual. During an approach while an engine is inoperative, the thrust setting is low and hence the actual V MCA is low as well. If a go- around becomes necessary, adding asymmetrical thrust increases actual V MCA simultaneously with the thrust. To avoid controlla- bility problems, the acceleration to the go-around speed must be performed while still flying down the glide path before initiating the climb, using symmetrical thrust, while adding as much asymmetrical thrust as possible to maintain straight flight. While adding asymmetrical thrust, simultaneous rudder deflec- tion as well as gradual banking to the specified 3 to 5, both away from the inoperative engine is required to keep actual V MCA as low as possible and prevent the loss of control. Asymmetrical engine thrust has the greatest effect on V MCA . Actual V MCA is most critical (highest) when the thrust setting is high and will be no factor for airplane control if the thrust is low. 3.5. Thrust derating and flexible thrust In the case of thrust derating, the surplus thrust that is in the engine design is not available at hand by setting the thrust or power levers (throttles) in the cockpit, but only by engineers by changing settings on the engine itself at the time of engine fit- ting. This is common practice for installing similar engines on different types of airplane. Thrust derating might be required to limit the maximum asymmetrical thrust moment to the maxi- mum available rudder control power at the desired takeoff speed following the failure of an engine. The V MCA listed in the flight manual will be based on this derated thrust. On some modern types of airplane though, thrust derating is settable to several levels during preflight from the cockpit for the next takeoff. Then the flight manual must present a set of per- formance data for every possible derated maximum thrust set- ting, including a specific V MCA as operating limitation, because V MCA is dependent on the maximum thrust that can be set with the thrust levers. The V MCA after this kind of thrust derating is lower because the maximum thrust yawing moment N T is lower following engine failure and after moving the throttles fully forward (to the derated maximum). Flexible or reduced takeoff thrust is a thrust level less than the maximum settable thrust with the throttles. It is being used to preserve engine life. An assumed higher outside air temperature and/ or reduced throttle setting are used to achieve the lowest possible thrust level for a takeoff on the available runway length. In this case, still the same V MCA data apply as for the available highest takeoff thrust setting, because maximum takeoff thrust is still settable anytime by moving the throttles forward. As long as the thrust setting during flexible or reduced takeoff is lower, the actual V MCA is lower. If however, following the failure of an engine, the thrust levers of the operating engines are set (by procedure) from the flex setting to maximum available thrust to achieve maximum climb performance, then the actual V MCA
Airplane Control after Engine Failure Copyright 2005 AvioConsult 9 increases again to the value presented in the flight manual, pro- vided the bank angle is 5, or the number of degrees specified by the applicant, away from the failed engine. 3.6. Control deflection V MCA of a multi-engine airplane is determined when the rud- der and/ or ailerons are either fully deflected or after reaching a predetermined rudder or aileron control force limit, whichever occurs first during the test (explained in 4). If the rudder is not fully deflected (while the thrust is maximum) to maintain the straight flight equilibrium, then the actual airspeed for the ver- tical fin with rudder to generate a side force high enough to counter the still same high asymmetrical thrust will have to be higher than the airspeed that was measured during the flight- test to determine the FAR and CS based V MCA for which fully deflected directional controls were used (provided the maximum approved control force is not exceeded). This actual airspeed for maintaining control is therefore higher than the AFM published V MCA that was determined under FAR and CS 23.149 and 25.149. On military transport airplanes, only a maximum of (75%) of the available control power of rudder and ailerons may be used to determine V MCA , to leave some control power margin for countering gusts and control forces may be higher. This in fact means that the V MCA 's of airplane types that are used both as civilian and as military transports could differ from each other; the 'military' V MCA 's are higher. 3.7. Slipstream effects Asymmetrical and spiraling slipstream effects might influence the recovery after engine failure, as well as the value of V MCA , because the slipstream might influence the air stream around the horizontal and vertical tail. Some airplanes have vortex inducers on the vertical fin to prevent an early fin stall when the sideslip angle increases during equilibrium flight with an inoperative engine. Slipstream effects might have influence on the value of both static and dynamic V MCA and, if the effects are dominant, the slipstream might even determine which of the engines is critical. During flight-testing V MCA , slipstream effects, if any, will have effect during the determination of V MCA , for the sides- lip and bank angles tested. However, if during operations fol- lowing engine failure a bank angle is allowed that leads to an increased sideslip angle, the slipstream effects might increase actual V MCA to a value higher than the listed V MCA or to an early fin stall.
3.8. Propellers After an engine failure, the airflow will start driving the not yet feathered propeller (windmilling) causing the drag of the propeller to increase significantly. The yawing moment generat- ed by this drag increases the asymmetrical yawing moment of the opposite operating engine, which during takeoff or go- around is at maximum available takeoff thrust setting to attain the maximum available climb performance. The lower the pro- peller drag, the lower the asymmetrical yawing moment and the less rudder deflection is required to maintain straight flight at any given airspeed. Most propellers are equipped with a fea- thering system that automatically feathers the propeller blades after engine failure (unless disabled or not armed). Feathering a propeller will decrease its drag considerably. Small twin-engine airplanes might not have a feathering system; after engine fail- ure, the propeller might continue to windmill, causing high propeller drag. The V MCA of these airplanes is determined with this high drag and will therefore be high enough to be able to maintain control, provided again the bank angle is 5, or the number of degrees specified by the manufacturer during certifi- cation, away from the failed engine. Propellers will only auto-feather after engine failure if the feathering system is enabled or armed, which is normally set prior to both takeoff and landing (in anticipation of an engine failure during go-around). If feathering was used for determin- ing V MCA , the asymmetrical thrust yawing moment N T without feathering is (much) bigger and hence greater rudder deflection is required for straight flight: actual V MCA is higher. This has a consequence for training too. A realistic V MCA cannot be dem- onstrated by just idling one engine. This is the reason that air- plane manufacturers provide a (number of) thrust setting(s) to be set on the simulated inoperative engine to match the drag of a feathered propeller. The setting corresponds to zero drag, or zero thrust. For determining V MCA , the propeller has to be in the pitch set- ting that it assumes by itself after engine failure without pilot intervention, which is either windmilling or feathered. V MCA
data in flight manuals are based on this condition although some manufacturers report two V MCA 's, one with and one without auto- feathered propeller depending on the criticality of the auto feath- er system of the airplane. The drag of an idling propeller is higher than the drag of a feathered propeller. This higher drag enhances the asymmetrical thrust yawing moment N T . More rudder deflection is required for straight flight or a higher air- speed if the rudder is at maximum deflection; hence, V MCA is higher. Torque and gyroscopic effects due to rotating engines and propellers are mostly neglected in the V MCA analysis. These effects, as well as the rapidness of the automatic feathering process, if any, play their role in determining the dynamic V MCA
or during transient effects testing ( 4.2) . The effects will be included in the listed V MCA . Conclusion. In the case that the propeller of an inoperative engine is in a configuration other than used during testing for V MCA , the actual V MCA might be much higher than the charted V MCA , which is very unsafe if (much) thrust has to be added on the operating engine(s) during a go-around. A suspected failed propeller-engine should never be left idling as a 'standby source of thrust '; the engine should be shut down or set to provide zero thrust/ drag in order for the actual V MCA to be as low as, or be- low the listed V MCA . If a propeller is not feathered (because the engine is kept idling) or if the feathering system fails (or is not armed), the drag and, hence, actual V MCA is much higher the han listed (and indicated) V MCA . Loss of control will occur as soon as (asymmetrical) thrust is increased (during approach or go- around). Flight training with an inoperative propeller-engine should be performed using some thrust on the simulated dead engine to simulate zero thrust/ drag to be able to demonstrate a more rea- listic V MCA . Training the appropriate response to a sudden en- gine failure however, requires actually shutting down an engine in-flight. 3.9. Effect of center of gravity on VMCA Longitudinal center of gravity. The yawing moment generat- ed by the rudder (N r ), is the product of the moment arm or distance from the center of gravity to the aerodynamic force Y r developed by the rudder. If the center of gravity is at its approved aft limit, the yawing moment generated by the vertical tail and rudder deflection is smallest. If the center of gravity is more for- ward, the moment arm to the rudder force Y r is longer and rudder deflection can be small- er to counter N T (Figure 15 below). Now the airspeed Figure 15. Center of gravity shift, longitudinal and lateral. N T Arm T 2 T 2 Arm r N r Y r N T Arm T 2 T 2 Arm r N r Y r Airplane Control after Engine Failure 10 Copyright 2005 AvioConsult could be further decreased until rudder deflection is again maxi- mum: actual V MCA with a forward center of gravity is lower. Lateral center of gravity. A lateral center of gravity shift also affects V MCA . A lateral shift of the center of gravity into the inoperative engine for instance increases the asymmetrical thrust moment of the live engine(s) and requires a higher counteracting force: more rudder and aileron deflection are required, or if these are maximum already, the airspeed needs to be higher: actual V MCA increases. Therefore, flight manuals present a maximum allowable wing-fuel asymmetry or imbalance to avoid controlla- bility problems after engine failure due to the lateral shift of the center of gravity. Considering all possible centers of gravity for determining the V MCA would be excessively complicated. V MCA is therefore determined with the center of gravity at the maximum approved lateral position into the critical engine and most aft, both representing the worst case, because this returns the highest V MCA due to center of gravity shift (at the proper bank angle). During normal operations, the actual V MCA will not increase above the published value due to any center of gravity shift within the approved envelope. Airline pilots therefore do not have to worry whether the center of gravity is forward or aft, left or right. The listed V MCA is valid for any center of gravity, as long as the small bank angle is maintained away from the in- operative engine. Conclusion. The worst-case center of gravity position is used for determining V MCA , which is a center of gravity positioned most aft and laterally into the critical engine, both within the approved envelope. The position of the center of gravity is not a variable factor in the V MCA charts in flight manuals; this would unnecessary complicate the looking-up of the applicable V MCA
during preflight or before landing. As preparation for any landing, a go-around has to be antic- ipated. To increase the safety of a go-around, part of the prepa- ration for a landing with an already inoperative engine on a 4 or more engine airplane could be to move the center of gravity to a position that decreases actual V MCA , i.e. as much forward and away from the inoperative engine as the center of gravity envelope allows. This could be done by transferring fuel away from the inoperative engine and forward, and/ or by moving cargo or passengers forward, if at all possible and feasible. 3.10. Rudder boosting On big airplanes, the rudder is boosted by a hydraulic system to increase the rudder deflection per pound (or Newton) of pedal force, which is of course important for maintaining control under asymmetrical thrust conditions. The boost system will only be available at low airspeeds to avoid damage to the vertical tail and might be automatically switched on as flaps are selected down in stages of one or more different boost pressure levels. If a hy- draulic pump that powers the boost system happens to be driven by the inoperative engine, the boost pressure might be lower than required, or not be available at all. If the airplane is equipped with only one hydraulic pump driven by one of the engines, that engine might have to be defined as the critical engine. If the flap handle is not selected above a certain setting, rudder boosting might not be switched on and actual V MCA will be much higher than anticipated. The boost system has a very powerful effect on the value of V MCA . If not switched on, a V MCA increase of 30 knots is not exceptional. Refer to your flight manual to find out whether flap handle position affects V MCA on the air- plane of interest. 3.11. Landing gear, flaps, slats and spoilers The drag of the landing gear is symmetrical about the center of gravity, provided the pilot maintains straight flight with no sideslip. Then, the extended landing gear might have no influ- ence on V MCA . The total drag of course is higher, on some air- planes just a little, on other airplane types more. If however sideslip angle is not zero, the extended landing gear has some influence on the equilibrium of lateral forces and moments. Because the moment arms of the main landing gears to the center of gravity are small, the yawing moments due to gear drag will not be big; furthermore, the drag induced forces act behind the center of gravity (for nose gear airplanes). It depends on the direction of the sideslip, whether these forces are in the same direction or opposite of the rudder generated side force. During side slipping, the side force of the nose gear on big airplanes has a much longer moment arm to the center of gravity. If the pilot allows a sideslip to build up by keeping the wings level after engine failure, the nose gear will generate a side force due to drag and hence an additional yawing moment that requires a change of rudder deflection: actual V MCA will either increase or decrease. A lowered landing gear has no asymmetrical effects if the sides- lip is zero. Zero sideslip can be achieved with a small 3 to 5 bank angle, as was explained in 2.2.2 and 3.1. In addition, as long as the landing gear is down, its drag of course decreases the rate of climb, but retracting the gear might temporarily decrease the available rudder boost pressure ( 3.10), therewith temporari- ly reducing the rudder deflection and increasing actual V MCA . Check your airplane flight manual whether the gear should be left extended until reaching a safer speed and/ or altitude. Flaps and slats, after extension, might have an effect on the airflow striking the tail and therewith affect V MCA . In addition, on propeller airplanes, flaps might lead to a roll rate due to asymmetrical propulsive thrust. The flap handle might also be mechanized to switch on or increase the rudder boost pressure system, so the position of the flap selector handle has influence on the rudder control force and on V MCA . On some airplanes, V MCA with flaps up is more than 10 kt higher than with takeoff flaps. If boost would be off or low as might be the case with the flap handle at zero V MCA would be much higher. This increase of V MCA is indeed a factor to consider while returning to base while an engine is inoperative. V MCA is to be determined with gear and flaps extended, but not with gear and flaps in transition. Refer to the flight manual of your airplane to find out whether transitioning or retracted flaps affect V MCA on a particular airplane. This would be 'nice' to know for a safe return to base following the failure of an engine. Spoilers affect the lift distribution on, and the drag of the wings. When flight spoilers kick-in asymmetrically to assist roll control during the early phases of takeoff, they not only affect V MCA but also decrease the already reduced OEI climb perfor- mance. 3.12. Ground effect An airplane is in ground effect if the altitude is less than about half a wingspan above the ground. On some airplanes, V MCA
might be influenced by the ground effect, because the aerody- namic control power might change while the airplane is close to the ground. On other airplanes, the pitot-static air data system might be influenced by the ground effect. Then, V MCA out of ground effect might differ a few knots from V MCA in ground effect. The highest V MCA of in and out of ground effect should be used for takeoff. 3.13. Stall speed Some multi-engine airplanes with the engines mounted close to the fuselage or with counter-rotating propellers have a V MCA
that is lower than stall speed V S ,
in which case the flight manual either lists no V MCA at all, or states that 'the airplane is controlla- ble down to the stall', which is of course the preferable and most safe situation. However, as was explained in 3.1, this will only Airplane Control after Engine Failure Copyright 2005 AvioConsult 11 be the case if the pilot (after engine failure) actually maintains the bank angle that was used to determine V MCA , in most cases 5 away from the inoperative engine. If the bank angle differs from this favorable bank angle, actual V MCA might increase to a value higher than V S and a controllability problem might arise despite of the statement in the flight manual. Refer to Figure 16 and to 6. 3.14. Load factor For airplanes that are controllable down to the stall while an engine is inoperative ( 3.13), a pushover maneuver was some- times used to decrease the load factor to be able to demonstrate V MCA . During this maneuver, a load factor less than 1 g decreas- es the apparent weight of the airplane and hence decreases the stall speed V S temporarily below V MCA . This way, as was be- lieved, V MCA could be determined or demonstrated. However, V MCA is defined for straight flight (equilibrium), and its determination includes transient effects. Transient effects of a sudden engine failure can only be determined from steady flight, a flight path similar to a normal takeoff flight path, i.e. unaccelerated flight with a load factor of 1 g, as well as many other standardized factors and conditions (discussed above). The dynamics involved, the different air stream and angle of attack from a normal takeoff flight path (P-factor) and the dura- tion of these maneuvers make the use of load factor inappro- priate for determining or demonstrating V MCA . 3.15. Configuration changes Any configuration change, modification or alteration that changes the position of the lateral center of gravity or changes the asymmetrical drag, and/ or affects the required rudder and aileron deflections after failure of an engine, will have influence on the listed V MCA . For instance, the installation of external (camera) wing pods, antennas and other external equipment on the wings, as well as changes inside the cabin that influence the position of the lateral center of gravity, etc. could change the flight manual listed V MCA significantly. Flight-tests are required to determine the effect of these configuration changes on V MCA . 3.16. Climbing flight An airplane at low gross weight with the engines at takeoff power setting might develop a considerable rate of climb even with one engine inoperative. This causes the side force Wsin to be reduced by a factor cosine of the pitch angle (cos ). The consequence of a 30 climbing pitch angle is that the bank angle should be increased by approximately one degree to generate the same side force as for level flight. If a 5 bank angle was used to determine V MCA , the climbing flight requires a bank angle of 6 to match the listed V MCA , which is however is against regula- tions; so more rudder deflection is required, or a higher speed, for straight flight: actual V MCA increases. On three and four-engine airplanes, a high rate of climb can be avoided by reducing the thrust of the centerline engine or of the symmetrical inboard engines. This does affect neither the thrust asymmetry nor V MCA . 4. FLIGHT-TESTING VMCA To assist in understanding V MCA better, this paragraph is in- cluded. The flight-test techniques presented below are not the complete flight-test techniques for engine-out testing; they are provided to a certain extent and for information purposes only. Please do not start testing V MCA on your own. V MCA testing is not without danger. Experimental test pilots take many precau- tions; for instance on new or unknown airplanes, they will have parachutes in the seats and a prepared escape hatch! As was explained in the previous paragraphs, many variable factors have influence on the value of V MCA . It would be im- possible to determine a separate V MCA for all values of all varia- ble factors. Therefore, the worst case of many of the variable factors that influence V MCA and produce the highest most unsafe V MCA are used to determine the V MCA that will be listed in the flight manual, with the exception of bank angle. The advantage of standardizing these factors is that both the testing and looking up V MCA by the flight crew during preflight and before approach are very much simplified. The consequence however is that the standardized V MCA presented in flight ma- nuals almost never corresponds to the actual V MCA that will be encountered during a particular flight, but is always on the safe side for any value of the variable factors. In most cases, only altitude, temperature and flap setting are the variable factors during the testing and in the V MCA data pro- vided in the flight manual. As was explained in 3.1, bank angle influences V MCA considerably. During testing, a bank angle of 3 5 (as opted by the airplane manufacturer) away from the inoperative engine is used. The standardized values of the variable factors used during testing of V MCA are presented below; the numbers between pa- rentheses refer to the paragraphs where more details can be found: A bank angle of 5 away from the inoperative engine, or less than 5 at the option of the applicant of the certificate of airworthiness of the airplane (the airplane manufacturer, 3.1); Lowest possible gross weight (empty airplane, low on fuel, 3.1); Critical engine inoperative ( 3.3); Maximum available takeoff thrust on the operating en- gine(s) ( 3.4, 3.5); Propeller of the inoperative engine feathered if an automatic feathering system is installed, otherwise windmilling ( 3.6); Center of gravity most aft and laterally into the inoperative engine, in the approved envelope ( 3.9); A maximum of 150 lb (667 N) on the rudder pedal and a maximum of 25 lb (112 N) on the aileron control as per FAR/ CS 23.149 and 25.149; military requirements are 180 lb and 75% control power/ travel respectively, the latter to maintain a margin to cope with gusts, for transient effects and to maneuver ( 3.10); Flaps in takeoff setting or as opted ( 3.11); Landing gear down or as opted by manufacturer ( 3.11); Normal load factor 1 g ( 3.14). The flight-test techniques for performing the V MCA testing ([4], [5]) are trained by formal Test Pilot Schools and can also be found in CS 23 [8] and in FAA Flight Test Guides (AC 23-8B [6] and AC 25-7A [7]). V MCA is determined at a safe altitude of at least 5,000 ft AGL after which the data are reduced and extrapolated to sea level (SL) on a standard day or to different altitudes and temperatures as required for use in charts. To prepare for the safe conduct of V MCA flight-testing, the ap- proximate value of V MCA is determined by using computer anal- ysis of models or stability derivatives of the subject airplane. The technique of predicting V MCA is presented in the paper The Effect of Bank Angle and Weight on the Minimum Control Speed V MCA of an Engine-out Airplane [12]. This technique was also used to calculate and plot Figures 9, 10, 16 20 in this paper. Flight-testing begins with selecting the configuration to test, like takeoff or landing, followed by static and dynamic V MCA
testing and handling qualities testing. Static and dynamic (or transient effects) V MCA flight-testing are both described in the following paragraphs. V MCL is the minimum control speed in the approach and land- ing configuration. V MCL testing is performed in the same way as Airplane Control after Engine Failure 12 Copyright 2005 AvioConsult V MCA testing, but the flaps are selected in the landing position and the asymmetric thrust setting used is go-around thrust. In addition, a roll requirement exists (FAR/ CS 25.149f). On 4 or more engine military airplanes, both V MCA1 and V MCA2 (V MCA with one (n-1) and two engines (n-2) inoperative respectively) are determined. FAR and CS however, only re- quire V MCA (is V MCA1 ) to be determined for civil airplanes, but do require both V MCL1 and V MCL2 ( 3.2). Figure 16 below shows the effect of bank angle on actual V MCA (during equilibrium flight) in a different way as the chart in Figure 9 in 3.1 for the same airplane and conditions. This plot is also the result of analysis of the stability derivatives [12] and is used to become aware of limitations that might show up during actual flight-testing. These plots can be made for sea level and for any altitude, including the test altitude (the engine thrust changes with altitude). V MCA in the plots was calculated using the maximum of either aileron deflection (20), rudder deflection (30) or sideslip (14) versus bank angle. The pedal force limit (150 lb or 667 N) was not included. On this airplane, a in excess of 14 should be avoided to prevent the vertical fin from stalling, therefore, as shown in the second plot in Figure 16, sideslip (14) is the limiting factor for bank angles exceed- ing the range 1 to +10; rudder deflection (max. 30) is the limiting factor between 0 and +6. Furthermore, on this specif- ic airplane type, V MCA is expected to be lower than the stall speed at bank angles between 4 and 7 (at the test weight, which is low weight). The airplane is said to be controllable down to the stall but, as is shown in Figure 16, this is true only for bank angles between 4 and 7 away from the inoperative engine (test weight). Actual flight-test data, or analysis of dif- ferent types of airplane, might show different lines from the ones shown here. Refer to 2.2.3 for details on this equilibrium. The same test procedure is prepared and repeated on military 4 or more engine airplanes to determine V MCA2 . The second engine to be shut down is the engine next to the outer (critical) engine on the same wing. This generates the highest yawing moments possible, hence the worst case V MCA2 . Figure 17 below illustrates the results of the pre test-flight analysis. At the test weight (low gross weight) and at a bank angle of 5 away from the inoperative engine (positive in this example), V MCA2 is ex- pected to be 117 kt and higher than the stall speed. The lowest theoretical V MCA2 will be reached at about a 9 bank angle. However, regulations do not allow the use of a bank angle in excess of 5 away from the inoperative engine because of the flow separation on the vertical fin (which on this airplane is expected above 10 of bank). Flight-testing will be required to confirm this. Both Figures 16 and 17 illustrate again the huge influence of bank angle on the value of actual V MCA and lead to one of the most important recommendations presented in this paper: the bank angle used to determine V MCA must be listed with V MCA data in flight manuals. The presented V MCA is only valid if this bank angle is being maintained. 4.1. Static VMCA flight-testing Static V MCA flight-testing is performed to determine the lowest airspeed at which the airplane can maintain straight flight with an inoperative engine in a pre-determined configuration. First, a trim shot at a safe altitude with symmetrical thrust in the required test configuration is established at an airspeed ap- proximately 20 knots higher than the expected V MCA that was determined during the analysis. Then the engine that is expected to be the critical engine ( 3.3) will be idled, then shut down, propeller feathered, if applicable, and the opposite engine se- lected at maximum available thrust while maintaining straight flight without changing the trim controls. The throttles of the symmetrical operating engines on 4 or more engine airplanes, or the centerline engine on 3-engine airplanes, may be set at a lower (reduced) thrust level as to be able to maintain the altitude and decrease the speed during the testing of the lightweight test airplane. For 2-engine airplanes, airspeed will be decreased by establishing a rate of climb. Data are taken while passing the test altitude. While keeping the wings level, the airspeed is gradually de- creased until the heading can no longer be maintained by rudder and/ or aileron inputs or until one of the control travel or force limits (listed in 2.2.1 and on the previous page) is reached. The speed at which this occurs is the actual V MCA for wings level. Then, while slowing down and maintaining heading, the bank angle is slowly increased away from the inoperative engine until the bank angle is 5 degrees (or the number of degrees opted by the applicant, for instance 3) or until again one of the control travel or force limits is reached. The turn needle will be centered and the slip ball will be approximately half a ball width off center (refer to 2.2.3). The speed at which this occurs is the formal V MCA of the airplane for the test day and test altitude. The test will also end if during the deceleration the stall speed V S is reached while the bank angle is the opted degrees away from the inoperative engine. If this happens, the airplane ob- viously is controllable down to the stall (at this bank angle), which would be the preferable test result. The prediction for the sample airplane in Figure 16 shows that the airplane is controlla- ble down to the stall only if the bank angle is 4 7 away from the inoperative engine. Figure 17. Effect of Bank Angle on VMCA2. Turbojet, TEI, 1 g constant heading flight. Maximum Continuous Takeoff Thrust. 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light V M C A 2 L o w
w e ig h t Vs - Low weight X X V MCA2 > 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light V M C A 2 L o w
w e ig h t Vs - Low weight X X V MCA2 > Figure 16. Effect of Bank Angle on VMCA and on rudder ( r) and aileron ( a) deflections and sideslip angle . Turbojet, OEI, 1 g constant heading flight. Maximum Continuous Takeoff Thrust. V M C A - L o w
w e ig h t Vs - Low weight X V MCA > 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light Control surface deflection and sideslip angle -35 -25 -15 -5 5 15 25 35 -15 -10 -5 0 5 10 15 Bank angle (deg) A n g l e
( d e g ) delta r Beta delta a 0 a r V M C A - L o w
w e ig h t Vs - Low weight X V MCA > 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light Control surface deflection and sideslip angle -35 -25 -15 -5 5 15 25 35 -15 -10 -5 0 5 10 15 Bank angle (deg) A n g l e
( d e g ) delta r Beta delta a 0 a r V M C A - L o w
w e ig h t Vs - Low weight X V MCA > 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light V M C A - L o w
w e ig h t Vs - Low weight XX V MCA > 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) S p e e d
( K C A S ) Vmca light Vs light Control surface deflection and sideslip angle -35 -25 -15 -5 5 15 25 35 -15 -10 -5 0 5 10 15 Bank angle (deg) A n g l e
( d e g ) delta r Beta delta a 0 a r Sign conventions: +a = right aileron +r = right rudder + = wind in right ear + = bank to right Airplane Control after Engine Failure Copyright 2005 AvioConsult 13 While decelerating, several false bank angle zero (false = 0) points might be observed. At these unstable points, the slip ball will not be centered. The direction of sideslip should also be noted. Other data to be recorded are bank angle, sideslip, rudder force and deflection, aileron force and deflection. This procedure is normally repeated at lower, still safe alti- tudes. The acquired V MCA test data will be extrapolated to sea level conditions resulting in the V MCA of the tested configuration that will be published in flight manuals. To ensure that the engine that is made inoperative in the pro- cedure described above is indeed the critical engine, the proce- dure is repeated after shutting down the opposite engine. The engine that after shutting down returns the highest V MCA is the critical engine ( 3.3). The same test procedure is repeated on 4 or more engine air- planes to determine the minimum control speed with two engines inoperative (TEI, V MCA2 ). The second engine to be shut down is the engine inboard of the first shutdown engine on the same wing. This generates the highest, the worst case V MCA2 . As already mentioned before, the bank angle has great influ- ence on V MCA . Therefore the bank angle that is used to deter- mine V MCA , which is in most cases 3 5 away from the in- operative engine, is an important test condition and should be specified in certification documentation as well as in the airplane flight manual with the V MCA data. It will be obvious that the V MCA that is determined this way is definitely not a minimum speed for maneuvering, but for main- taining straight flight while maintaining the opted bank angle only. Any deviation from this bank angle might result in a high- er actual V MCA and the risk of loosing control. 4.2. Dynamic VMCA or transient effects flight-testing An airline pilot must be able to avoid dangerous conditions that might result from a sudden engine failure in flight, especial- ly during takeoff or go-around when the airspeed is low. The test method is to stabilize with symmetrical thrust (trim shot) and then cut-off the fuel supply to the critical engine. After observ- ing a realistic time delay for recognition, decision and reaction (normally 2 seconds total), the test pilot arrests the airplane motion and achieves engine-out straight flight. Data to be rec- orded are the changes in yaw, bank angle, sideslip, rudder force and deflection, aileron force and deflection, the lost airspeed and the new rate of climb. Of course, experimental test pilots start the engine cuts at a safe airspeed higher than V MCA and gradually decrease speed for the next test points. Tests on propeller airplanes are performed with auto-feather on and off, if applicable. Normally, only a small number of test points are required to check the validity of the measured static V MCA 's for transient effects. Requirements for these tests are that control should be main- tained without exceeding a heading change of 20 (or excessive yaw or a rudder pedal force of 150 lb in accordance with FAR/ CS 23/ 25 Flight Test Guides ([6], [7], [8]). The bank angle should not exceed 45; no dangerous attitudes may occur. The lowest airspeed at which these requirements are met is called dynamic V MCA . Torque and gyroscopic effects of rotating engines or propellers might have influence on the dynamic V MCA , as might propeller slipstream effects. The flight manual should present the higher of the dynamic V MCA and static V MCA to be able to survive an engine failure. 4.3. Other airborne engine-out evaluations Other airborne engine-out evaluations may include, but are not limited to a go-around evaluation (performed at a safe altitude), an approach, a landing and a takeoff. These tests are very dan- gerous, require extreme care and hence are not recommended to be performed without proper knowledge and training; the crew must be very cognizant and well prepared. The incorrect appli- cation of rudder and ailerons might lead to an attitude from which safe recovery is not possible. In case another engine fails during the maneuver, immediate reduction of asymmetrical thrust might be required to save the airplane and the souls on board. The flight-testing of airplanes with fly-by-wire flight control systems might have to differ from the procedures described above. Some flight control systems of electric jets schedule controls without the pilot noticing, following the failure of an engine. Control surfaces are deflected without any stick input, and without the test pilot realizing what is going on. It will be evident that the data acquired during V MCA testing need to in- clude the actual control surface deflection data of aileron, rudder and elevator, as well as actual thrust data measured at each en- gine.
5. IMPROVED ENGINE EMERGENCY PROCEDURE In 2.1 of this paper, a part of a possible engine emergency procedure was described that is listed in most flight manuals today. In 2.2, several options for straight flight were discussed that are possible after engine failure and which warrant a safe continuation of a flight. In 3 most variable factors were dis- cussed that have influence on V MCA and in 4, a brief descrip- tion was presented of how the flight-testing is performed to determine V MCA . Using all of this information, readers of this paper might agree that a few more very important control inputs are definitely required to improve the engine failure emergency procedure and therewith increase the probability of survival of an engine failure during takeoff or go-around as well as the subsequent return to the airport. The recommended first steps of the procedure are as follows; the modified and added parts are in italic print. Identify which engine failed (e.g. dead leg dead engine); Apply both rudder and aileron away from the inoperative engine to return to runway heading, and simultaneously: Bank the specified number of degrees (3 5) away from the inoperative engine and maintain this bank angle; Note: If rudder and/ or ailerons do not generate enough control power for recovery, reduce the opposite throttle temporarily as much as required to regain control; On 3- and 4 or more engine airplanes: Increase thrust on the centerline or on the symmetrical en- gine(s) first to maximum available (takeoff) thrust and add as much asymmetrical power as possible to maintain direc- tional control, while maintaining the specified bank angle (3 5) away from the inoperative engine. (During go- around, accelerate to V MCA2 down the glide slope before applying maximum asymmetrical thrust.) On 2-engine airplanes: Apply as much thrust as possible to maintain directional control, while maintaining the specified bank angle (3 5) away from the inoperative engine. Increase airspeed using pitch control, if feasible, to the best single engine rate of climb speed, the best angle of climb speed, or to takeoff safety speed V 2 . During the flight following the engine failure, maintain a speed well above V MCA and avoid turns into the dead engine side to prevent actual V MCA from increasing above indicated (calibrated) airspeed. If the airplane does not respond to the control inputs, reduce the opposite throttle as much as required to regain control. WARNI NG: The listed V MCA is the minimum speed for main- taining straight flight with an inoperative engine while the thrust on the remaining engines is at maximum available (ta- keoff) setting. This V MCA is valid only while banking the speci- Airplane Control after Engine Failure 14 Copyright 2005 AvioConsult fied number of degrees away from the inoperative engine. V MCA is not a safe minimum speed for maneuvering! This part of the engine emergency procedure is the same for all multi-engine airplanes after failure of any of the engines. Feathering the propeller of the inoperative turboprop engine is not in this procedure, since V MCA is determined with the propel- ler in the position it assumes by itself after engine failure. How- ever, it will not hurt to check whether the propeller is indeed feathered, or to manually feather the propeller as soon as possi- ble to reduce the asymmetrical propeller drag, therewith decreas- ing actual V MCA , and improving flight safety. As was explained before, the V MCA listed in flight manuals is a standardized minimum control speed for maintaining straight flight. Actual V MCA might be lower (safer), for instance because the center of gravity is forward ( 3.9) or the failed engine is not the critical engine ( 3.3). If the airspeed is not increased to a value (well) above actual V MCA before maneuvering away from the also called favorable 3 to 5 of bank angle while the thrust setting of the opposite engine is high, straight flight can definitely not be maintained (refer to 3.1). The airplane will become uncontrollable and, if the altitude is too low to recover, the flight will still end in calamity, even after surviving the dynamics of the engine failure itself. Besides copying this improved emergency procedure to all multi-engine airplane flight manuals, it is recommended to in- clude also the cautions and notes that are presented in 8.3. Unfortunately, actual V MCA is not displayed (yet) on cockpit instruments or displays. The V MCA data taken from flight ma- nuals and copied to a takeoff & landing data (TO/LD) card and correct procedures must be used instead.
6. TAKEOFF SAFETY SPEED V2 Takeoff safety speed V 2 is one of the procedural speeds used for planning and performing a takeoff with FAR/ CS Part 25 multi-engine airplanes. As the name implies, V 2 is supposed to be a safe speed during takeoff, especially if an engine fails after passing decision speed V 1 . In the analysis below, airspeed data of the sample 4-engine turbojet airplane presented before in this paper will be used to show that there is a very important condition to indeed make V 2
a safe takeoff speed. V 2 as defined in FAR/ CS 25.107 (c) must provide at least a (certain) positive one engine inoperative gradient of climb and may not be less than: minimum V 2 (V 2MIN ); V R plus the speed increment attained before reaching 35 ft above the runway level. V 2MIN may not be less than 1.10 V MCA for all airplanes. In addition, a requirement exists for V 2MIN to be at least 1.08 or 1.13 V SR , dependant on the number of engines and provisions for power-on stall speed reduction. V SR is the reference stall speed. Since the exact increment above rotation speed V R , which is attained before reaching 35 ft above the runway level, is unknown for this sample airplane, the V 2 data shown in the figures below is V 2MIN . As was mentioned before in this paper, it was not possible to use flight-test determined V MCA , V S and V 2 data of a real air- plane since these data are usually proprietary and not accessible. Therefore, data from analysis of stability derivatives of a sample 4-engine turbojet airplane, that are normally used to prepare for V MCA flight-testing, were used [12]. As was explained before in 3, other standardized variables for determining V MCA are the lowest gross weight possible and the most aft center of gravity in the approved envelope as well as the worst cases of other va- riables that have influence on V MCA . V MCA of the sample airplane of Figure 18 at a bank angle of 5 is expected to be 75 kt (solid low-weight line). This is lower than the stall speed V S at low weight (85 kt, see Figure 16). Therefore V 2MIN by regulatory definition depends on V S
only: V 2MIN at low weight and small bank angle for this sample airplane is 1.13 V SR = 1.13 85 = 96 kt. However, as was explained in 3.1, bank angle has great ef- fect on the actual value of V MCA . If the pilot does not maintain a favorable bank angle of 5 away from the inoperative engine, but only 3, the actual V MCA will increase to 95 kt and is now very close to the preflight calculated V 2MIN (96 kt). If the pilot would maintain an airspeed equal to V 2MIN while the bank angle is less than 5, or while keeping the wings level following the failure of an engine, controllability problems at this low takeoff weight will almost be unavoidable. If the manufacturer had recommended a 3 bank angle away from the failed engine (instead of 5), the standard V 2MIN for low takeoff weights would have to be the higher of 1.10 V MCA at 3 = 1.10 95 = 104 kt and 1.13 V S = 1.13 85 = 96 kt, so the actual V 2MIN would have to be 104 kt. V 2MIN for a takeoff with the wings kept level, should have to be recalculated to 1.10 119 = 131 kt! This higher takeoff speed leads to longer takeoff runs or less payload, which is what airlines do not like. There- fore, V MCA is being determined while using a small bank angle; this keeps actual V MCA and therewith also V 2MIN lower, required takeoff length shorter (and profits higher). Normally, while using a small bank angle and at high gross weight, V 2MIN is well above actual V MCA and by definition 8 to 13% above V S . This is also illustrated in Figure 19 below. Figure 19 is similar to Figure 9, but with V 2MIN data added. The V 2MIN data in this figure are calculated using V MCA for 3 bank angle. The figure shows that, if the 3 bank angle that was used to determine V MCA is not maintained, actual V MCA is almost always higher than V 2MIN . If the pilot does not bank 3 away from the inoperative engine, but keeps the wings level following the failure of an engine, as is being advertised in many engine emer- gency procedures, the actual V MCA will be 119 kt for all weights (Figure 19). For wings level and at gross weights of 245,000 lb or above, the actual V MCA is just below the preflight calculated V 2MIN (122 kt). This implies that at this weight and bank angle, the 10% safety margin that V 2MIN is supposed to provide (above V MCA ) is almost completely vanished; takeoff safety is at stake. Therefore, the consequence of keeping the wings level following the failure of an engine is that the actual value of V 2MIN should be increased to 1.1 actual V MCA = 1.1 119 = 131 kt to main- tain the regulatory intended safety margin. 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) V M C A
( K C A S ) Vmca light Vmca heavy V2 light V2 heavy V 2MIN high weight V 2MIN low weight X V M C A h i g h
w e i g h t V M C A l o w
w e i g h t Safe for any V 2MIN Data basis: analysis 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) V M C A
( K C A S ) Vmca light Vmca heavy V2 light V2 heavy V 2MIN high weight V 2MIN low weight XX V M C A h i g h
w e i g h t V M C A l o w
w e i g h t Safe for any V 2MIN Data basis: analysis Figure 18. Effect of Bank Angle on VMCA and V2, One Engine Inoperative, Maximum Continuous Takeoff Thrust. Airplane Control after Engine Failure Copyright 2005 AvioConsult 15 Since the airspeed during takeoff or go-around will be V 2MIN
or a little higher before and after engine failure at or below 400 ft, the consequences of banking away from the favorable bank angle (3 to 5 away from the inoperative engine) might be that the airplane will start drifting away from the runway centerline and that control will be lost already as soon as the wings turn through wings level. The airplane might continue to roll into the dead-engine-side until the flight ends in calamity. If controls seem ineffective, these uncommanded yawing and rolling mo- tions, can only be counteracted by immediately decreasing ac- tual V MCA , which at that time can only be achieved by tempo- rarily reducing the asymmetrical thrust, which instantaneously decreases actual V MCA to a more safe value. If altitude is availa- ble to exchange it for speed, that is an option too, but this might take too much time. Instrument flying procedures and departure procedures are simpler with bank angle zero, so may be because of the 8 to 13% margin of V 2MIN above V S , it is often said that the wings can be kept level while maintaining V 2 . However, if the wings are indeed kept level, the actual V MCA is usually 10 40 kt higher than the flight manual listed V MCA (depending on airplane type) and a sideslip cannot be avoided. Therefore, if a (procedural) bank angle is to be used that differs from the bank angle used to determine V MCA , it is evident that (actual) V 2 needs to be revised as well, to allow for the procedural wings-level attitude to be safe. V MCA is the minimum speed for maintaining straight (equili- brium) flight only, if an engine is inoperative. If however, one or more of the variable factors that influence V MCA (refer to 3) are not at their worst-case value, actual V MCA might be lower than the published V MCA and not increase excessively after bank- ing away from the favorable bank angle as illustrated in this paragraph. This might be the reason that following many engine failures, control could be maintained easily while the wings were kept level following the failure of an engine or during a training session with an inoperative engine. Nevertheless, quite a few accidents have also learned that after initiating a turn, it was impossible to end the turn (while the thrust was high), return to the original bank angle because of insufficient control power, and because the actual V MCA increased above the indicated airspeed. V MCA is definitely determined for a reason and the bank angle condition exists, which is of relevance to pilots 'who only use V 2 ' as well. V 2MIN is supposed to add at least a 10% safety margin on top of the minimum control speed V MCA , but that is obviously not the case if the bank angle is less than the bank angle used to determine V MCA . The pilot assumes to be safe while maintaining V 2MIN on the airspeed indicator after engine failure, but the actual V 2MIN that should be maintained after banking away from the favorable bank angle is many knots higher. Not maintaining the favorable bank angle reduces the safety margin required by FAR/ CS 25.107 considerably or even nulls it. As illustrated in Figure 19, V MCA is usually considered the leading factor for calculating V 2 at low airplane weights; V S is the leading factor for calculating V 2 at high weights and for airplanes that are said to be controllable down to the stall. V S
increases with weight and only slightly with small bank angles around wings level (by a factor of 1/cos ). Referring to the analysis above, it will be clear that V MCA is not only the leading factor for calculating V 2 for low weights, but also for high weights and for airplanes that are controllable down to the stall, if the bank angle is deviating from the bank angle used to deter- mine V MCA , even if this is just a few degrees. This however, is never mentioned with the calculation and display of V 2 . Figure 20 below shows the effect of bank angle and weight on actual V MCA2 and on (actual) V 2 after failure of two engines on the same wing. V MCA2 (with a bank angle 5 away from the inoperative engine) is 117 kt. V 2MIN at low gross weight is the higher of 1.1 V MCA2 = 1.1 117 = 129 kt and 1.13 V S = 1.13 85 = 96 kt, so the actual V 2MIN would have to be 129 kt, as shown in Figure 20. If the airplane weight is low and the bank angle is 3 instead of 5 away from the inoperative engine, then actual V MCA2 is already higher than V 2MIN ; the airplane will not be controllable at or below this 3 bank angle. At maximum gross weight and a 3 bank angle, 1.13 V S = 1.13 108 = 123 kt (see V S line in Figure 19). Hence, actual V MCA2 is dominating and actual V 2MIN is still 129 kt (1.1 actual V MCA2 ). If the wings are kept level, actual V MCA2 is 150 kt for all weights, 21 kt higher than calculated V 2MIN . Control will be impossible as well, which will also be the case for other bank angles. For this airplane, the preflight calculated V 2MIN is only safe if a bank angle is maintained between 3 and 7 degrees, i.e. only during straight (equilibrium) flight! V MCA2 , by the way, is only used for military multi-engine air- planes [11]; FAR 25 and CS 25 do not have a requirement for determining and using V MCA2 anymore. () V MCA2 though, should be the go-around speed in case one of the engines is already inoperative during the approach. V MCA2 should not have been deleted out of civil regulations. Conclusion. In order to prevent takeoff accidents after engine failure, it is certainly required for this sample airplane and most probably for all multi-engine airplanes to bank the num- ber of degrees that were used to determine V MCA (mostly 3 to 5) away from a failing engine immediately. This will keep the actual V MCA below the preflight calculated takeoff safety speed V 2MIN . 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A
( k t ) -10 -5 0 3 Vs V2 4-engine turbojet, OEI Data basis: analysis X Bank angle : 60 80 100 120 140 160 180 200 220 240 260 160 180 200 220 240 260 Weight (1,000 lb) A c t u a l
V M C A
( k t ) -10 -5 0 3 Vs V2 4-engine turbojet, OEI Data basis: analysis XX Bank angle : Figure 19. Effect of weight and bank angle on takeoff safety speed V2. VMCA with bank angle 3 was used here. MIN 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) V M C A 2
( K C A S ) Vmca light Vmca heavy V2 light V2 heavy X X V M C A 2 l o w
w e i g h t V 2MIN - All weights Data basis: analysis V M C A 2 h i g h
w t Safe for V 2MIN 50 100 150 200 250 -15 -10 -5 0 5 10 15 Bank Angle (deg) V M C A 2
( K C A S ) Vmca light Vmca heavy V2 light V2 heavy X X X X V M C A 2 l o w
w e i g h t V 2MIN - All weights Data basis: analysis V M C A 2 h i g h
w t Safe for V 2MIN Figure 20. Effect of Bank Angle on VMCA and V2, Two Engines Inoperative, Maximum Continuous Takeoff Thrust. Airplane Control after Engine Failure 16 Copyright 2005 AvioConsult V 2 is only a safe takeoff speed as long as all engines are pro- viding equal (symmetrical) thrust and, following the failure of an engine, only as long as a bank angle of 5 degrees (or a number of degrees as opted by the applicant and used to determine V MCA ) is maintained away from the inoperative engine. This banking requirement is regrettably listed neither with V 2 nor with V MCA
in most flight manuals. On the contrary, some flight manuals even allow and some departure procedures require a danger- ous 15 degrees of bank to either side while the airspeed is as low as V 2 . Appropriate crew response to propulsion system malfunction remains of utmost importance for takeoff and go-around accident prevention. The use of takeoff safety speed V 2 alone warrants no safety if an engine fails during initial climb.
7. IMPERFECTIONS AND DEFICIENCIES IN AVIA- TION REGULATIONS After the thorough review of almost everything there is to know about V MCA and V 2 , a few paragraphs of FAR/ CS 23 and 25 were reviewed for correct definitions and wording as the next step in preventing accidents after engine failure. Many organiza- tions, authors of flight manuals and textbooks, but also pilots and many more aviation personnel use these regulations and copy parts of them into their products. Of course, regulations are for publishing certification requirements, but their contents should be unambiguous, whether for certification, for operational use or for background information purposes. The remarks and comments of the reviewed FAR and CS pa- ragraphs are presented in a separate paper: Imperfections and Deficiencies in FAA/ FAR and EASA/ CS 23 & 25 that might lead to Accidents after Engine Failure [13].
8. IMPERFECTIONS ON VMCA IN MANUALS AND TEXTBOOKS Multi-engine rated pilots know V MCA from flight manuals and textbooks in which most probably either one of the following definitions of V MC / V MCA is given: 1. 'Air minimum control speed is the minimum flight speed at which the airplane is controllable with a bank angle of not more than 5 degrees when one engine suddenly becomes inoperative and the remaining engine is operating at takeoff power'; or 2. 'V MCA is the airspeed at which, with the airplane airborne and maximum takeoff power on the engines, when the criti- cal engine is suddenly made inoperative, it is possible to re- cover control of the airplane and maintain straight flight with an angle of bank of not more than 5 degrees.', or; 3. 'V MC is the minimum airspeed at which control can be maintained with the critical engine inoperative and the re- maining engine operating at full power.' These definitions are copied straight from the regulatory para- graphs ( 23.149 or 25.149) presented in [8], [10] or [13], or are an interpretation thereof by the textbook or manual writer, but these paragraphs are intended for designing (sizing) the vertical tail of the airplane, not for use by the airline pilot. If pilots would interpret V MCA from only these definitions, they might after engine failure and with the thrust setting of the remaining engine(s) high certainly try to keep the bank angle to either side within 5 degrees, which is approximately wings level. They also might think that the airplane is controllable at V MCA . However, as was explained in 3.1 of this paper, a bank angle change of 10 degrees at a speed as low as the listed V MCA
can be catastrophic. On some airplanes, the actual V MCA in- creases 60 knots by doing so; returning to the original heading might not be possible. V MCA is only for maintaining straight flight after engine failure. The unexpected increase of actual V MCA during maneuvering will be the real cause of many air- plane crashes during takeoff after engine failure or during subse- quent flight while an engine is inoperative. The second and third definition above might also suggest that it is not a problem when a non-critical engine fails. During flight-testing, the critical engine is made inoperative because this provides the highest and most unsafe V MCA . The worst cases of many other variable factors that influence V MCA are used during testing but are not listed. So the word critical with engine should not be used in flight manuals either. The listed V MCA
applies after failure of any of the engines and for all values of the other variables that influence V MCA . More comments on these definitions are presented in [13]. 8.1. Flight manuals Most airplane manufacturers present V MCA in their flight ma- nuals as a single speed or as a speed that depends only on am- bient temperature, flap setting and pressure altitude. They re- grettably do not explain that V MCA was determined using a 3 5 bank angle away from the failed engine and that V MCA
changes considerably with bank angle to some higher actual value. Furthermore, they do not issue a warning for the potential hazardous consequences of maneuvering at airspeeds near or below V MCA while an engine is inoperative and the thrust setting on the operating engine(s) is high. The same applies to many multi-engine flight crew training programs, including simulator training. Not stating the bank angle that was used to determine V MCA and therewith takeoff safety speed V 2 , is definitely a very dangerous omission and has led and will lead again to misun- derstanding of V MCA as well as V 2 and consequently to accidents due to loss of control immediately following the failure of an engine or during the flight following the engine failure, while returning to base ( 3.1). Manufacturers are therefore encouraged to add written warn- ings to V MCA and V 2 data in their flight manuals telling pilots that the V MCA and V 2 data presented in the manuals are only valid as long as a bank angle is maintained away from the in- operative engine. This bank angle is the same bank angle as was used for sizing the vertical tail and during flight-testing to de- termine V MCA (3 5 away from the inoperative engine) and should be applied while asymmetrical thrust is high and airspeed is low. Recommended text is presented in 8.3. 8.2. Textbooks and training manuals Below, a number of imperfect and deficient lines are quoted from a few textbooks and training manuals. It is irrelevant for the purpose of this paper to list the sources; it merely supports the conclusion that many authors do not understand V MCA . Seen in a training manual of a 4-engine turbofan airplane: 'At low weights, lift off/ take-off speed is close to V MCA . Limit bank to 15 max.' It is indeed correct that at low weights lift off/ takeoff speed is close to V MCA (within 10%), but banking 15 into an in- operative engine at this low speed increases actual V MCA
considerably, up to 60 knots! Control of the airplane will be lost and the flight will end in calamity if the other va- riables that have influence on V MCA happen to be at their worst-case value ( 3.1). 'At higher weight, smaller control wheel deflections are required and very small bank angles are required to maintain heading.' Why is this 'higher' weight mentioned? Is this a reference to the effect of bank angle and weight on V MCA ? (Wsin , 3.1) The author obviously is aware of the effect of weight on V MCA , but does not say it. Why does the writer say 'angles' (plural) and not 'small angle away from the failed engine'? Airplane Control after Engine Failure Copyright 2005 AvioConsult 17 'With one engine out: use full rudder and wings level.' By recommending wings level, the writer accepts a drag pe- nalty and a 10 30 kt higher actual V MCA ( 2.2.1, 3.1). 'With two engines out: 3 bank required to maintain heading.' Seems good point, but the bank is not only required to maintain heading, but for keeping actual V MCA and the drag as low as possible. It is not specified into which direction the bank should be. 'During IFR conditions & engine out: apply aileron to level wings, then smoothly rudder in same direction.' What to do if not IFR/ IMC? Rudder is the only aerodynamic control available to counte- ract the thrust yawing moment and should be applied first (this will also roll the airplane), then ailerons are required to bank the manufacturer-opted bank angle (3 to 5) away from the inoperative engine. Applying ailerons first might delay reducing the sideslip angle and deploy spoilers, in- creasing drag and reducing climb performance. To recog- nize an engine failure early, a turn needle (yaw rate indica- tor) might be of great help, but people who might have for- gotten V MCA took this indication off the electronic displays on many airplanes. 'V MCA is the minimum airspeed at which the airplane may be controlled in roll along the longitudinal axis with the critical engine failed, full thrust on the operating engines, and a maxi- mum 5 degree bank toward the operating engine.' The writer got confused about the effect of an inoperative engine. V MCA is for directional/ heading control except for airplanes on which propellers provide very high propulsive lift. Then V MCA might refer to a lateral or aileron limited minimum control speed. The remaining roll authority at V MCA on civil airplanes is never tested nor documented and may therefore not be counted on. If roll inputs are made at V MCA , control might very well be lost right away. V MCA is the lower speed limit for maintaining straight flight, not for any controlling, neither in roll, nor in yaw. This definition is dangerously wrong! Refer to 3.1. 'At V 2MIN , the stall warning (after engine failure) occurs at about 35 bank angle whatever the configuration.' V 2MIN is normally the greater of 1.1 V MCA and 1.08 or 1.13 V S (FAR/ CS 25.107). Can this airplane then safely use bank angles at V 2MIN with one engine inoperative up to 35 without any increment to V MCA and therewith to V 2MIN ? No, definitely not. This simply cannot be true by physics and aerodynamics laws. A truly dangerous statement made by somebody who does not understand asymmetrical flight ( 6). (V S at = 35 is 1.1 V S at = 0). At V 2MIN (1.1 V MCA if the gross weight is low) the air- plane might already become uncontrollable if the wings are about level ( 3.1). 'The speed increment values against V 2MIN required by the JAR- OPS for bank angles at takeoff exceeding 15 are very conserva- tive for [this airplane] and could be penalizing. The manufac- turer recommends minor speed increments against V 2MIN : no speed increment whatever the bank angle up to 30, and a 5 kt increment at 30 bank angle.' As was explained many times before in this paper, actual V MCA increases considerably while banking away from the favorable bank angle of 5 away from the failed engine. V 2MIN is normally 10% higher than V MCA (at low weights), but after banking, actual V MCA will be much higher than V 2MIN which definitely leads to controllability problems at bank angles up to 30 ( 6). A 5 kt increment at 30 bank angle will never have to be applied; the control of the air- plane will already be lost by then. Authorities should require data on the effect of bank angle on V MCA before approving speed increments. 8.3. Recommended text on VMCA in flight manuals, training manuals and in textbooks The following text, cautions and notes should be included in textbooks and in flight manuals of multi-engine airplanes in the operation and limitation sections and/ or in the sections that discuss engine failure. For a Part 25 airplane, V MCL should be included in addition to V MCA in the paragraphs below. V MCA is the minimum speed for maintaining straight (equi- librium) flight after failure of any one of the engines and is valid only as long as the bank angle is 3 5 (as specified by the manufacturer) away from the inoperative engine. V MCA is definitely not a minimum speed for controllability during turns. Bank angle has a very powerful effect on V MCA : actual V MCA will increase considerably when the bank angle is not the specified 3 5 away from the inoperative engine, for instance if the wings are kept level or if the bank angle is into the inoperative engine(s) during a turn. Therefore, if rudder and/or aileron deflection are (near) maximum, the airspeed is close to actual V MCA ; if this is the case, never ever bank away from the specified bank angle and turn into the dead engine! A small increase of bank angle is in most cases less dangerous. A shallow 270 turn at low speed into the live engine is much safer than a 90 turn into the dead engine. V MCA is not only the lower speed limit for takeoff, but also for the remainder of the flight. If flaps are selected up, actual V MCA might increase and control might be lost even after surviving the engine failure itself. In general, V MCA is the minimum speed to be observed all the time, even before an engine fails. If the thrust setting is high and the airspeed is lower than V MCA at the instant an engine fails, control might very well be lost right away. For determining V MCA , worst case conditions of all factors that have influence on the value of V MCA were used, al- though separate charts might be presented for several tem- peratures, altitudes, flap settings and ground effect. It may be required to reduce thrust of the opposite operating engine to recover from an engine failure or to restore and maintain directional control. Some modern types of air- plane have a system that reduces the thrust of the opposite engine automatically to reduce the asymmetrical thrust moment and therewith decrease actual V MCA as well. Decrease the propeller drag by feathering the propeller im- mediately after engine failure (if not automatic) and there- with reducing the asymmetrical thrust moment. If feather- ing is not possible while the engine is running, then do not leave that engine idling as a possible back-up thrust source. If the airspeed is below V MCA (with or without an inopera- tive engine) and a go-around might become necessary, first accelerate to an airspeed higher than V MCA before applying maximum available takeoff thrust on the remaining engines while banking 5 away from the inoperative engine. On a 4 or more engine airplane, accelerate to V MCA2 first if any one of the engines is already inoperative in anticipation of the failure of another engine. An alternative and safe procedure is to accelerate down the glide slope, exchanging altitude for airspeed while applying go-around thrust to the symme- trical operating engines only and adding as much asymme- trical thrust as possible to just maintain control, while bank- ing the specified number of degrees (or 5) away from the inoperative engines. Airplane Control after Engine Failure 18 Copyright 2005 AvioConsult If an engine failure has taken place en-route, consider trans- ferring as much fuel as approved into the good engine side to decrease the asymmetrical thrust moment and move as much cargo and/ or passengers forward as possible to in- crease the rudder moment arm and therewith decrease ac- tual V MCA for the case that a go-around at the destination might become necessary. Also, verify that a go-around with asymmetrical thrust at the destination will be feasible since go-around and turning performance (at low speed) af- ter engine failure are considerably impaired. The airplane might just be committed to land. Before landing with an inoperative engine, set the trims to their normal position and use controls to counteract the asymmetrical yawing and rolling moments. These mo- ments will change while varying the thrust on the glide slope. On 4 or more engine airplanes, the use of symme- trical thrust only could be considered. The engine opposite of the failed engine could be set to the zero thrust setting to cancel asymmetrical thrust, but keep the engine thrust readi- ly available.
9. TRAINING AND DEMONSTRATION OF VMCA Accidents due to engine failure continue to happen, so training to be prepared to handle engine failures is of utmost importance. An engine failure during takeoff always happens unexpectedly which should be taken into account during engine failure train- ing. Much engine failure related training can be done in simula- tors, provided these are modeled to simulate the real thing as closely as possible. The ultimate engine-out training can only be performed in the air in a multi-engine airplane. After the first version of this paper [3] was finished, the author got the opportunity to attend a 3-hour detail in the simulator of a big 4-engine airplane. After the planned training session was finished, a few engine failure test points were flown at the re- quest of the author of this paper to be able to confirm some of the statements in this paper. The unexpected result of this little test was that the aileron deflection required for straight flight after failure of engine #4 was the same as for failure of engine #1, which of course should be opposite! This simulator was definitely not modeled correctly for engine-out training after failure of engine #4, only for training with engine #1 inoperative. This occasional test result came by surprise; the simulator in- structors had never noticed this. They adduced that the simulator was FAA approved. It is unknown whether there was a require- ment for this simulator to be used for engine-out training after failure of engine #4. It could very well be that in this simulator never a failure of any other engine than the critical engine (#1) was or had to be simulated during training sessions. The result of this little test also adds to the point that the train- ing program itself, the syllabus, the simulator and any changes to either the simulator hardware or software should be properly verified and approved by (experimental) flight-test experts in order to avoid training for which the simulator is not (correctly) modeled. For this simulator, somewhere should have been stated not to simulate engine failures on the right wing! Demonstration of V MCA in flight should be performed with a low gross weight airplane, for instance as the last exercise during a training flight. A low weight as well as an aft center of gravity (within the approved envelope) will cause the actual V MCA to be as close to the listed V MCA as possible. Start with a trim shot, about 20 knots above the listed V MCA . Then reduce thrust of anyone of the engines to the so-called zero thrust setting. This is a certain thrust or power (torque) level to match the drag of (the propeller of) a failing engine. The airplane manufacturer can provide this zero power/ thrust setting. An idling propeller generates much drag, which adds to the asymmetric thrust yaw- ing moments, which in turn leads to a higher actual V MCA than the V MCA listed in the flight manual. With the zero thrust level set on the simulated inoperative engine using the throttle, the asymmetrical thrust moment is realistic as will be the observed V MCA (provided the center of gravity is aft and gross weight is low). The procedure for demonstrating or training V MCA can be the same as used for determining V MCA . Refer to 4 for the procedure to demonstrate both dynamic and static V MCA , the latter with both wings level and with a small 5 bank angle into the operating engine. It is strongly recommended to demonstrate both the influence of bank angle as well as the effect of reducing asymmetrical thrust on V MCA to achieve an improved apprecia- tion of the minimum control speed. Keep in mind that thrust decreases with increasing altitude and that V MCA will decrease as well. If V MCA decreases below V S , the airplane during training (at altitude) might be controllable down to the stall. A real sudden engine shutdown should be part of the training as well. As a reaction to engine failure, normally all throttles have to be moved forward and not only the throttles of the live engine(s) ( 23.149 & 25.149 (b)). Only after a 'real' engine failure, the student pilot will get a feeling of the dynamics in- volved and will have to perform the standard emergency proce- dure and recover to and maintain straight flight. 9.1. Cautions for training and demo A number of warnings and cautions for training and demon- stration of V MCA are listed below. If the airspeed is close to V MCA , the sudden reduction of thrust on one wing generates both a yaw (heading change), and on propeller airplanes also a rapid roll due to the imbalance of propulsive lift. The pilot must react fast with rudder and roll inputs to prevent excessive yawing and adverse bank angle from building-up. Any improper control input can result in an imme- diate loss of control of the airplane. Allowing a sideslip to build- up will increase drag and loss of airspeed, leading to big trouble. Keep in mind that it is very dangerous to fly an airplane at low altitude and low airspeed while one engine is, or more engines are, inoperative. A catastrophic accident is to be expected while maneuvering at an airspeed that is close to the actual V MCA or to the actual stall speed, and also in the event that another engine fails. High risks are taken if the fuel supply is suddenly cut in ta- keoff; it is a very dangerous practice. Instructors who do this are jeopardizing safety. One engine inoperative go-around training should initially be performed at an altitude of at least 5,000 ft AGL. An actual engine-out go-around could then be practiced provided it is made sure that a bank angle of a few degrees into the good engine is applied as thrust or power is increased. Consider also rendering another engine inoperative than the critical engine, for training purposes. Every inoperative wing engine causes an asymmetric- al thrust moment and has its own actual V MCA that is equal to or lower safer than the listed V MCA . Also, keep in mind that the go-around speed of a 4-engine airplane with one engine inopera- tive is V MCA2 , which is much higher than V MCA1 . If rudder and/or aileron deflections are (near) maximum for maintaining equilibrium flight, the airspeed is very close to the actual V MCA ; then maintain, and do not bank away from, the favorable 3 to 5 into the good engine. During training or demonstrations, the instructor should be prepared to immediately reduce asymmetrical thrust or power by closing the opposite throttle(s) if the attitude of the airplane changes unexpectedly. Do not release the rudder if initial buffet is encountered. This will cause the sideslip to increase rapidly with a resulting roll into the idling engine. A combination of Airplane Control after Engine Failure Copyright 2005 AvioConsult 19 high angle of attack and sideslip can produce a spin. Also, be prepared for the case that another engine fails. The airplane might stall before reaching V MCA . Consider switching the rudder boost off, which will increase actual V MCA
or on 4 or more engine airplanes shut down the other engine on the same wing too to be able to demonstrate V MCA2 . It is strongly recommended to review 3 in which most varia- ble factors that have influence on V MCA are discussed, before training or demonstrating V MCA .
10. CONCLUSIONS Many papers and reports, including accident investigation re- ports, were written on airplane control after engine failure but still, accidents continue to happen. This was reason for Avio- Consult to review accident reports, formal multi-engine airplane flight manuals, textbooks and aviation regulations on the subject of controllability while flying on asymmetrical thrust. As a result, many imperfections and even deficiencies were found. Consequently, by reading (only) these imperfect documents, pilots, instructors, tutors, writers, etc. receive an incomplete and hence incorrect comprehension of V MCA , which definitely must have contributed to many engine failure related accidents in the past. In the Executive Summary on page v and throughout this pa- per, many conclusions were already presented; these will not be repeated here. The most important conclusion is that the value of V MCA that is listed in flight manuals and that is used by pilots of multi- engine airplanes is in reality, that is during the actual flight with an inoperative engine, not a constant number as the manuals might suggest and pilots assume it is, but that actual V MCA varies considerably with bank angle and power setting. The standardized V MCA that is listed in flight manuals is deter- mined while maintaining straight flight using the worst case of many variable factors that have influence on V MCA nd a small 3 to 5 bank angle away from the inoperative engine, at the option of the applicant (the manufacturer), and while the power setting is maximum available takeoff. Actual V MCA might in- crease more than 60 knots above the listed V MCA if the bank angle is not maintained at the opted number of degrees away from the inoperative engine, which might lead to an uncontrolla- ble airplane and consequently to a calamity. The influence of bank angle on V MCA is not made clear in flight manuals (may be except for a very few), aviation regulations and most textbooks, etc. ( 3, 4). The V MCA listed in flight manuals is a minimum control speed for maintaining straight flight only, certainly not for maneuver- ing and is only valid as long as the same small bank angle that was used to determine V MCA is indeed applied. Takeoff safety speed V 2 is used on Part 25 airplanes. It is supposed to provide safety during takeoff, even after engine failure. V 2 is calculated during preflight (or by the on-board computers) using V MCA and stall speed V S , and is normally the greater of 1.1 V MCA and 1.08 to 1.13 V S (FAR/ CS 25.107). In 6 an example was given where actual V MCA at high takeoff gross weight increased with 71 kt to 190 kt, which is 60% above the preflight calculated V 2 (119 kt) after banking only 5 degrees into the failed engine. If the pilot would attempt to maintain equilibrium flight with this bank angle, the airplane would run out of control and crash. The V 2 listed in flight manuals is not a safe takeoff speed after engine failure, unless the same bank angle is applied that was used to determine V MCA (which is a bank angle between 3 and 5 away from the inoperative engine at the option of the applicant, the manufacturer of the airplane) and straight flight is maintained as well. 'Unfortunately', no requirement exists to list this required bank angle with V MCA or with V 2 in flight manuals. Modern avionics provide the pilots with many warnings, cau- tions and alerts if operating limitations are approached. But the most important speed limitation that even becomes life threaten- ing after engine failure is not included in the warning systems. Pilots are not alerted of approaching the actual air minimum control speed V MCA (or the actual takeoff safety speed V 2 ) yet, while all of the data that is required to calculate an actual air minimum control speed is available in the on-board computers. Advices on safe bank angles for the actual airspeed are not pre- sented. Turn-rate indication is not presented anymore on many mod- ern electronic cockpit displays. The slower moving heading scale has to be used for detecting the yaw rate caused by engine failure, which delays the early detection of a propulsion system malfunction and increases the reaction time of the flight crew (if under Instrument Meteorological Conditions), which might lead to recovery problems. Additional flight-testing will be required to acquire data of the effect of bank angle and weight on minimum control speeds of individual airplane types in order to be able to continuously calculate and display the actual air minimum control speed V MCA
and takeoff safety speed V 2 in-flight. This will cost money, but might save lives and avoid lawsuits in the future too.
11. RECOMMENDATIONS Several recommendations were already presented in the fol- lowing paragraphs: 5, for an improved engine emergency procedure; 7, for improved aviation regulations FAR and CS; 8, for improved texts describing V MCA and V 2 in airplane flight manuals and textbooks; 9, for improved training and demonstration of V MCA .
On the title page of this paper, the question was asked 'How to prevent a dead engine from turning into a killing engine'. This paper presents a number of answers. Accidents due to engine failure can be prevented by: implementing the recommendations presented in the para- graphs listed above; presenting this paper to all multi-engine rated pilots and student pilots, to regulatory authorities, to airplane accident investigators, to flight manual and textbook writers, to si- mulator companies and instructors, and to everyone else in- volved in multi-engine airplane operations. Then everyone will know and understand that the most important control inputs after engine failure are the rudder to return to and maintain straight flight and (simultaneously) ailerons to bank 3 5 (as determined by the manufacturer) away from the inoperative engine, which decrease the actual V MCA and V 2 to the safe preflight calculated values and the- rewith increase the safety margin to the indicated airspeed considerably; appropriately including the most important conditions of the formal flight-test techniques used to determine V MCA into the applicable FAR/ CS 23 and 25 paragraphs/ sections, in airplane flight manuals, in airplane operating manuals, in textbooks, test descriptions, simulator specifications, train- ing requirements, etc., etc. The flight-test techniques are readily available in Flight Test Guides of FAA and EASA and in military specifications, but were for inexplicable rea- sons never used to improve the regulations, manuals, etc. used by airline pilots ( 8.3). Below, a shortlist of actions that are absolutely required for improving takeoff safety is presented. Actions should include, but not be limited to: Airplane Control after Engine Failure 20 Copyright 2005 AvioConsult include in FAR/ CS 23 and 25 the requirement for testing the effect of bank angle on V MCA prior to and during certifi- cation and add these data to flight manuals to convince pi- lots of the fact that a small bank angle has great effect on V MCA and V 2 . Consider also to require data on the differ- ences in V MCA with forward center of gravity and with fail- ure of the engine opposite of the critical engine. Properly informing pilots about these effects might help prevent fatal accidents while an engine is inoperative ( 3.1, 6); review all of the not included FAR/ CS definitions and oth- er paragraphs in FAR/ CS 23 and 25 in this paper on the subject of thrust asymmetry and improve these by at least using the recommendations presented in 7; review and if necessary revise flight and operating manual texts on V MCA , V 2 , its definitions as well as numbers, charts and legends ( 8); review and if necessary rewrite textbooks on V MCA ( 8.2 and 8.3); review and if necessary rewrite flight crew training text- books ( 9); review and if necessary rewrite engine failure training pro- cedures ( 9); review and if necessary rewrite simulator training syllabi for engine failures and for simulated flight with an inopera- tive engine ( 9); to increase pilot awareness and therewith reduce accidents when an engine is inoperative, implement bank angle and rudder advisories to electronic displays using on-board dy- namically calculated actual takeoff data and add warnings and alerts for approaching actual V MCA and/ or actual V 2
similar to the existing V S warnings and alerts (Ask Avio- Consult); review operational requirements for departure procedures for reduced turn capability after failure of left and right en- gines at low speed; to 'expedite' the detection of a malfunctioning propulsion system, yaw-rate indication should be made available again. Although not reviewed and discussed in this paper, it might have become obvious that the following actions are strongly recommended as well in order to improve aviation safety: review and if necessary rewrite airplane accident investiga- tion methods and techniques using the facts presented in this paper; review and if necessary rewrite multi-engine rating exams, test rides and proficiency programs and sequences; review and if necessary modify spoiler assisted roll control during takeoff on spoiler equipped airplanes and flight con- trol systems on fly-by-wire jets; rewrite the flight safety audit checklist, etc., etc.
REFERENCES [1] Flight Safety Foundation. Propulsion System Malfunc- tion plus Inappropriate Crew Response (PSM+ICR), Flight Safety Digest, November December 1999. Via Internet: http://www.flightsafety.org/fsd_home.html [2] FAA package on CD-ROM: Turboprop Engine Malfunc- tion Recognition and Response. A combined effort by the Air Transport Association (ATA) and the Flight Standards Division of the FAA, the CAA, ALPA, and several turboprop airplane and engine manufacturers (GEAE), operators and AvioConsult. FAA Engine & Propeller Directorate, ANE-110, 12 New England Ex- ecutive Park, Burlington, MA 01803, USA. [3] Horlings, Harry. Flying safely with a dead engine, RNLAF Flight Safety Magazine, Nov. 1999, in the Dutch language. http://www.avioconsult.com [4] USAF Test Pilot School. Stability and Control, Chapter 8, Engine-Out Operation, Edwards Air Force Base, CA. [5] Bradley, Edward N. Procedures and analysis techniques for determining static air minimum control speeds, Air Force Flight Test Center, Edwards AFB, CA, USA. [6] Advisory Circular 23-8B. Flight Test Guide. FAA. Via Internet: http://www.faa.gov/regulations_policies/ [7] Advisory Circular 25-7A. Flight Test Guide. FAA. Via Internet: http://www.faa.gov/regulations_policies/ [8] Certification Specifications (CS) 23 and 25 (CS 23 in- cluding flight test guide). European Aviation Safety Agency. Via Internet: http://www.easa.eu.int/home/certspecs_en.html [9] USAF Test Pilot School. Failure State Testing, Chapter 32. Edwards Air Force Base, CA, USA. [10] Federal Aviation Regulations (FAR) 23 and 25. Via Internet: http://www.faa.gov/regulations_policies/ [11] Military Specification MIL-F-8785C, superseded by MIL-STD-1797. Flying Qualities of Piloted Airplanes. [12] Horlings, Harry. The Effect of Bank Angle and Weight on the Minimum Control Speed V MCA of an Engine-out Airplane. http://www.avioconsult.com [13] Horlings, Harry. Imperfections and Deficiencies in FAA/ FAR and EASA/ CS 23 & 25 that might lead to Accidents after Engine Failure. Via Internet: http://www.avioconsult.com
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