Moments, Couples and Equilibrium

British Young Pilots ยท Principles of Flight ยท Module POF-6.1INSTRUCTOR

Content:

The see-saw trick: what is a moment?

A moment is a turning effect. Balance a ruler on a pencil and put a coin near the middle: it tips a little. Slide the same coin out to the end: it tips a lot. Same force, further from the pivot, bigger turning effect. That is why a door handle sits far from the hinge and a long spanner shifts a stiff nut. An aeroplane in the air turns about its centre of gravity, so that is its pivot.

Source: Pooleys Vol 4 (10th ed.) p.67 and p.69.

Equilibrium: equal forces, different places

In straight and level flight the opposing forces are equal: lift equals weight and thrust equals drag. With no resultant force the aeroplane carries on in steady, unaccelerated flight. Lift and weight are much the larger pair.

The four forces do not act through one point, though:

  • Weight acts straight down through the centre of gravity (CG), which moves as fuel burns off or as passengers and cargo move
  • Lift acts through the centre of pressure (CP), which moves with every change of angle of attack
  • Thrust acts along the propeller shaft
  • Drag acts parallel to the relative airflow, through a point that shifts with angle of attack, airspeed, flap and landing gear

The turning moment of any force on the aeroplane depends on the size of the force and its distance from the CG.

Source: Pooleys Vol 4 (10th ed.) p.65โ€“66 and p.69.

A couple: two forces that twist

Turn a steering wheel with two hands: one hand pushes up, the other pulls down. Open a jam jar: fingers push one way, thumb the other. Two equal forces, pointing in opposite directions, that do not line up. They cannot cancel out. They twist. Pilots call that pair a couple. Make the forces bigger, or move them further apart, and the twist gets stronger. Try it: grip a pencil with two fingers close together, then far apart, and twist.

PUSH UPPUSH DOWNequal, opposite, not lined up: TWIST

Source: Pooleys Vol 4 (10th ed.) p.66โ€“67.

Couples and pitching moments

A couple is a pair of equal, parallel forces acting in opposite directions along different lines of action. The pair produces no resultant force, but it does produce a turning moment, whose size depends on the magnitude of the two forces and the distance between their lines of action.

  • Lift-weight couple: CP behind the CG gives a nose-down pitching moment. CP in front of the CG gives nose-up.
  • Thrust-drag couple: drag line above the thrust line gives a nose-up pitching moment. Drag line below the thrust line gives nose-down.

For the two moments to match, the big forces (lift and weight) need their lines of action fairly close together, while the much smaller thrust and drag need rather more distance between theirs.

STRETCHLift and weight are far larger than thrust and drag. How can two couples built from such different forces produce the same turning moment?

Source: Pooleys Vol 4 (10th ed.) p.66โ€“68.

Two couples, pulling opposite ways

FOUNDATIONSThe four forces make two twisting pairs. On many aeroplanes lift sits just behind weight: that pair twists the nose down. Drag pulls back along a line above thrust: that pair twists the nose up. Swap a pair round and its twist swaps too. The designer sets one twist against the other. Clever bonus: if the engine stops, the nose-up twist fades and the nose lowers itself into a glide.

In many aeroplanes the lines of action are arranged so that the thrust-drag couple pitches nose-up and the lift-weight couple pitches nose-down, with the distances chosen so the two moments cancel. The practical pay-off: if thrust is lost, the nose-up couple weakens and the lift-weight couple lowers the nose into a gliding attitude without any action from the pilot. Add power and the nose tends to pitch up.

Source: Pooleys Vol 4 (10th ed.) p.66โ€“69.

The tailplane: small push, long arm

The two twists hardly ever match perfectly. Usually a little nose-down is left over. The tailplane (the small wing at the back) fixes it with a gentle push down on the tail, which lifts the nose. Remember the see-saw: the tail is a long way behind the centre of gravity, so a small force does a big job. That is why the tailplane can be so much smaller than the wings.

The centre of gravity moves when people, bags and fuel move, and that changes the twists. It is why pilots load an aeroplane carefully: see the module Weight and the Centre of Gravity (POF-1.2).

Source: Pooleys Vol 4 (10th ed.) p.65โ€“66 and p.68โ€“69.

The tailplane: the final balancing force

A perfect balance between the four forces and their two couples is rarely possible, so there is usually a residual pitching moment. The tailplane (horizontal stabiliser) counteracts it. It is simply another aerofoil, usually of symmetrical section, that can produce an upward or downward force depending on its angle of attack to the local airflow.

The residual moment is usually nose-down, so the tailplane normally produces a downward force, giving a nose-up moment. Because its moment arm from the CG is long, a small force is enough, which is why the tailplane is small compared with the mainplanes. The pilot varies the force with the elevators (held by hand or by trim) or, on some types, by moving the whole tailplane.

Aeroplanes are designed so the forces and couples are in approximate equilibrium in the cruise, leaving the tailplane only a small balancing job. How loading moves the CG is covered in POF-1.2.

Source: Pooleys Vol 4 (10th ed.) p.68โ€“69.

Instructor notes ๐Ÿ› 

Misconception 1: "equal and opposite forces always cancel." They cancel as a push, but if they do not line up they still twist. That twist is the whole point of a couple.

Misconception 2: "the tailplane lifts the tail like a small wing." On most aeroplanes it normally pushes down, to cancel the leftover nose-down moment.

Misconception 3: "a bigger force always wins." A small force a long way from the pivot can beat a big force close in. The tailplane is the proof.

Props: a 30 cm ruler, a pencil and two identical coins with a blob of tack (the see-saw); a jam jar with its lid on, or a toy steering wheel (the couple); a model aeroplane held at its balance point between finger and thumb.

Hook: ask who has been on a see-saw with someone much bigger. How did the smaller person win? By getting the bigger one to shuffle in towards the middle. Same force, less distance, smaller turning effect.

Delivery tip: always say which way the NOSE goes, never "clockwise", because the class sees the model from both sides. When you show the two couples on the model, push up behind the balance point and down at it with two fingers for lift and weight, then pull back high and forward low for drag and thrust.

Ailerons and the BYP deck: the BYP Wings deck describes the ailerons rolling the aircraft as a couple. The pages behind this module (the start of the Stability chapter) describe only two couples, lift-weight and thrust-drag, both in pitch. They do not describe the ailerons as a couple. Present aileron roll with what is supported: one wing gains lift, the other loses it, and that gives a rolling moment, made bigger because the ailerons sit far out from the centre of gravity (the see-saw idea again). For the detail use module POF-7.3, Ailerons and Adverse Yaw. If a student asks, it is fair to say "one wing pushed up and the other pushed down twists the aeroplane like your two hands on the wheel", as an analogy rather than as a quoted fact.

Wings delivery: Week 4, straight after the four forces revision. Project Foundations card 1 and run the ruler, pencil and coin demo at the front while stepping the see-saw animation (5 minutes). Card 2: everyone does the two-finger pencil twist (2 minutes). Card 3: step the couples animation and have the class call "nose up" or "nose down" before each step plays (4 minutes). Card 4, then the "Nose up or nose down?" sort game with hands-up voting (5 minutes). About 16 minutes in total. Hand over to POF-1.2 for loading and the centre of gravity.

Instructor copy only. Sources: Vol 4 (10th ed.) p.65โ€“69.

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Nose up or nose down?

One statement at a time: which way does it try to twist the aeroplane? Tap to sort it.

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