CHAPTER VII

EQUILIBRIUM AND CONTROL

In an aerodrome it is essential not only that its component parts

shall be so disposed that the initial equilibrium is correct and

highly stable, but also that some efficient means be provided for

quickly and accurately restoring the equilibrium, if for any reason

it is disturbed. If the aerodrome is of sufficient size and power to

carry a human being it is, of course, possible merely to supply an

efficient means of controlling the lateral and horizontal equilibrium

of the machine and depend upon the intelligence and skill of the

operator, as developed by practice and experience, to maintain the

proper equilibrium of the machine while in the air. This method,

however, is open to the objection that no matter how skilled the

aviator may be there remains the probability of a serious if not

fatal accident as the result of any momentary lapse or diversion

of attention until the “sense of equilibrium” has been developed.

One of the chief problems, therefore, which had impressed itself

from the beginning of the work, was to devise some means by which

the equilibrium of the aerodrome would be automatically maintained

under the varying conditions of flight, so as to leave the aviator

free, as far as possible, to control the direction of flight and

to devote his attention to other important matters connected with

the proper functioning of the various parts of the aerodrome. In

the development of the models it had been absolutely necessary to

develop some efficient automatic control, as they were far too small

to carry an aviator, and the conditions of flight in the open air,

even on the calmest day, were such that constant readjustments of the

equilibrium were necessary. The success attained in the automatic

control of the equilibrium of the models had been so great, and so

much time would have been required for an aviator to acquire skill

sufficient to control a machine without such automatic equilibrium,

that it was considered both expedient and safe to embody in the large

aerodrome the plans which had proved so successful in the models.

It was necessary, however, to provide in addition in the large

machine means whereby the aviator could quickly and accurately either

modify the action of the automatic devices or, if desired, entirely

supersede the automatic control by purely manual control. Three

distinct problems were, therefore, encountered in connection with the

equilibrium and control of the large aerodrome. In the first place,

the machine as a whole had to be so designed, and its component parts

so disposed as to secure a highly stable initial equilibrium; second,

automatic means had to be provided for [p208] maintaining this

equilibrium under the varying conditions of flight and for restoring

it if for any reason it was disturbed, and, finally, provision had

to be made for the quick and accurate control of the flight by the

aviator. These problems, while intimately related, had to be met one

by one and solved separately.

The general type of machine adopted was that which had been developed

in the years of experiment with the steam-driven models. From

the very first consideration of the large aerodrome, it seemed

advisable to follow this type, which not only had shown itself to

be distinguished by remarkable longitudinal and lateral stability

in the tests, but was actually the only type in the world which had

at that time shown any possibility of successful flight. There was,

of course, a question whether single surface or superposed wings

would be used, and in spite of the negative results obtained in the

tests of the models with the superposed wings, it was felt that

a considerable field for development was open in this direction.

However, in spite of the advantages which theoretical considerations

showed might be obtained through the introduction of this and various

other modifications of the original type, the whole teaching of past

experience in the construction of the model aerodromes had been that

success was more certain to be achieved by following the course in

which genuine practical results had been achieved. It was decided,

therefore, that in the construction of the large aerodrome the design

should follow as closely as constructional conditions would permit

the lines of the successful model Aerodromes Nos. 5 and 6, which have

already been fully described.

The longitudinal stability of an aerodrome is largely dependent

upon the relation of three chief factors; the center of pressure,

the center of gravity and the line of thrust. For an aerodrome of

the “Langley” type, the relative positions of these which give the

greatest degree of stability had been determined as far as possible

through the years of experiment with the models. However, while it

is the usual experience in designing machinery, or even scientific

apparatus, that what appears theoretically to be the best plan has

to be considerably modified for constructional reasons, yet in the

design of an aerodrome this is particularly true, for not only must

all the various parts function properly, both separately and as

a whole, but this result must be secured for the very minimum of

weight. Experience alone can enable one to appreciate thoroughly how

seriously this consideration of weight complicates the problem.

In making the original designs for the large aerodrome it had been

recognized that the relative positions of the line of thrust, center

of pressure, and center of gravity were much better in model No. 6

than in model No. 5. From Data Sheet No. 1, for Aerodrome No. 5 when

it made its flight on May 6, 1896, it will be noted that the line

of thrust being assumed to be at the point 1500,[43] [p209] the

center of gravity was at the point 1497, and that, assuming the rear

wings to have two-thirds of the lifting effect of the front ones,

the center of pressure was calculated to be at the point 1498, or

one centimetre in front of the center of gravity, measured in the

horizontal plane. In the vertical plane the center of pressure was

calculated to be at the point 2536, and the center of gravity was

found by test to be at the point 2501, when the line of thrust was

assumed to be at the point 2500, the center of gravity being actually

one centimetre above the line of thrust.

From the data sheet of Aerodrome No. 6, for its flight of November

28, 1896, it will be noted that the line of thrust being at the point

1500 the center of pressure was at the point 1487, and the center

of gravity at the point 1484; that is, the center of pressure was

three centimeters in front of the center of gravity, measured in the

horizontal plane. In the vertical plane, taking the line of thrust at

the point 2500, the center of pressure was at the point 2525, and the

center of gravity at the point 2486, the center of gravity being 14

centimetres ‹below› the line of thrust and 39 centimetres below the

center of pressure, the distance from the center of pressure to the

line of thrust being, therefore, 64 per cent of the distance between

the center of pressure and the center of gravity.

As has been explained in Part I, while it is not desirable that the

center of gravity be a great distance below the center of pressure,

as such a relation tends to produce a special kind of rolling and

pitching in varying currents of air, it is highly desirable that the

center of gravity should lie some distance below the line of thrust

in order that the three forces may be balanced. In a machine like

model No. 5, where the center of gravity was actually, though very

slightly above the line of thrust, there is a constant tendency to

produce rotation of the aerodrome, if for any reason its equilibrium

is disturbed, which is corrected in practice by the action of the

Pénaud tail. In model No. 6, on the other hand, the disposition of

the three factors was such that they tended to maintain, rather than

to destroy, the initial equilibrium of the machine.

These desirable relative positions had been made possible in model

No. 6 by the fact that the center of gravity and line of thrust could

be located at practically any desired point, since with the use of

steam the power plant consists of two separable parts, the boiler,

with its fuel and water tanks, and the engine. These parts can,

therefore, be placed in any part of the aerodrome that constructional

or theoretical reasons demand. Furthermore, the engine constitutes

such a relatively small portion of the weight of the entire machine

that, if for any reason it is desirable to place the engine in the

same plane as the line of thrust, its weight is not sufficient to

alter materially the position of the center of gravity, since the

boiler, water and fuel tanks can be placed as low as desirable and

connected with the engine by suitable pipes. [p210]

With a gasoline engine, however, the conditions are very greatly

altered. Here the engine constitutes practically the entire weight

of the power plant, only such accessories as the ignition coil,

batteries, and carburetor being available for lowering the center of

gravity, unless the fuel, cooling water tanks and radiator be placed

below the engine and the liquids forced up by means of a pump. In

making the first designs for the large aerodrome, therefore, it was

found that it would be practically impossible to make the relative

positions of the center of gravity and line of thrust the same as had

existed in model No. 6, however desirable it might be. The center of

gravity could be brought appreciably lower than the line of thrust

only by placing the gasoline engine in a plane considerably below

that of the propellers, and this necessitated the addition of at

least two more sets of gears with heavy bearings and braces. Besides

this almost prohibitive factor of weight, it was also foreseen that

great difficulty would be experienced in keeping even the two sets

of bevel gears already necessary aligned and in proper condition for

efficiently transmitting the power to the propellers unless the frame

and other parts were made prohibitively heavy. It was, therefore,

found necessary to bring the center of gravity practically in the

same plane with the line of thrust, which made its general features

as regards equilibrium more nearly resemble those of model No. 5 than

of No. 6.

The weight of the aviator, it is true, constituted an appreciable

part of the flying weight of the large machine, and it at first

seemed possible to lower the center of gravity by placing him at a

considerable distance below the line of thrust. But it was recognized

from the beginning that the aviator would probably have to give a

great deal of attention to any form of engine in order to insure its

working properly, and his position must, therefore, be selected with

a view to the proper supervision of the engine and without regard to

its effect on the center of gravity.

Although the repeated successful flights of model No. 5 under varying

conditions of wind and power inspired the belief that the minor

adjustments, as well as the general plan of the large aerodrome,

were such as to give highly stable equilibrium, nevertheless, more

direct corroboration of this opinion was desired, and it was largely

for this reason that the quarter-size model was constructed. In it

every detail of the larger machine which in any way affected its

equilibrium was exactly reproduced to scale, and the greatest care

was taken that the same relative positions of the center of pressure,

the center of gravity and the line of thrust which it was proposed

to employ for the large aerodrome should be used on the model in

its flight of August 8, 1903, which is later described. The entire

success of this flight, so far as the balancing was concerned, in

spite of the fact that the engine worked erratically and that the

launching speed was much less than it should have been, removed every

doubt [p211] that the equilibrium of the large aerodrome would be

satisfactory under normal conditions.

The second problem encountered in connection with the balancing and

control of the large aerodrome was that of providing an efficient

means for maintaining the equilibrium under varying atmospheric

conditions. Although much had been done toward the solution of

this problem in the development of the models, the whole question

was reopened and thoroughly reconsidered in designing the large

aerodrome. The Pénaud tail, when made elastic or when more or less

rigid, but attached to the frame through an elastic connection,

and normally set at a negative angle, furnishes a means of

automatically controlling the equilibrium, which is sufficiently

sensitive and accurate to enable a machine to fly for a considerable

distance, at least in moderately calm weather, as is evidenced by

the various flights of the model aerodromes, where there was no

human intelligence to control them. But owing to the principle of

action of the Pénaud tail, the flight of an aerodrome controlled

by it must of necessity be more or less undulatory in its course.

Furthermore, the tests with the models had indicated that, while the

Pénaud tail served remarkably well as a means of controlling the

equilibrium of the machine, provided the balancing had been rather

accurately determined, and, further, provided nothing happened to

affect seriously the equilibrium of the machine, it was limited in

its effectiveness by its narrow range of action. It was thought

that a control mechanism which should be more sensitive and at the

same time should act more powerfully to prevent the upsetting of

the equilibrium when the machine was subjected to rather strong

disturbing forces was desirable for any machine which was to

transport a human being and, therefore, involved the risk of a fatal

accident.

In the earlier period of the work and before the correct application

of the Pénaud tail to the model aerodromes had been found, Mr.

Langley had planned a large number of different forms of automatic

control for preserving the equilibrium of the machines. The more

frequently recurring of these were devices for changing the angle of

the wings or tail, and others for shifting the wings or tail bodily

so as to shift the position of the center of pressure with respect

to the center of gravity, the motive power for operating the devices

being in some cases that derived from a gyroscope or a pendulum, and

in others small electric motor apparatus controlled by a pendulum

or a gyroscope. Most of these, however, never reached the stage

of development where they were actually tried on the machines in

flight, as the tests of some of them in the shop showed that they

were unreliable, while others were abandoned either when partly

built or when only the drawings for them had been made. Among the

better-preserved models of devices for this purpose which were in

existence when the writer became associated with the work are those

shown in Plate 68, [p212] where the piece at the top is a pendulum

(inverted or direct) which controls the movement of the horizontal

tail by means of the cords and apparatus shown, actuating these

through the small electro magnets and apparatus attached. Just below

the rod, which represents a piece of the midrod, are three parts,

the first of which is a group of six little batteries clustered in a

circle, while next to it is a system of needles hung in gymbals, with

electro-steering apparatus in cups which itself turns on a graduated

base, these electric connections, together with the battery,

controlling the vertical rudder. On the right of this is another

piece of apparatus for actuating windlass cylinders which turn one

way or the other as the contact is made by one side or the other of

the pendulum or the needle. At the bottom, on the two rods, is a

tail-piece which automatically throws the center of pressure forward

or backward according as the aerodrome departs one way or the other

from the horizontal.

In spite of the fact that all the early attempts of Mr. Langley

to devise such a mechanical control had been very unsatisfactory,

the idea that something of this kind was necessary had never

really been abandoned by him. Here was to be seen one of his chief

characteristics, which was never to abandon any idea that seemed

valuable until it was brought to a successful issue or some very

strong proof was developed that the idea was impracticable. While

on a trip abroad during the summer of 1899, and especially while

resting at Vallombrosa, Italy, Mr. Langley’s mind again turned to

this problem, and he wrote a number of very interesting letters

emphasizing the importance of devising such a mechanism which should

be controlled by gravity. When he returned to the Institution in the

fall he insisted upon the same idea.

[Illustration: PL. 68

AUTOMATIC EQUILIBRIUM DEVICES]

[Illustration: PL. 69

FIG. 1

FIG. 2

MECHANISM OF CONTROL]

A mechanism which had been devised by the writer for another, but

somewhat similar, purpose seemed to be well adapted to this end,

and it was accordingly decided to construct a small model of such a

size as would be suitable for use on one of the steam-driven models.

The plan of control which it was proposed to follow was to have

some mechanism which would control the angle of the tail through

the action of gravity on a pendulum bob. Since it would require an

exceedingly heavy pendulum should the deflections of it be directly

utilized to produce corresponding movements of the tail, the most

feasible plan seemed to be to have a light pendulum, which, while

free to move under the action of gravity, would nevertheless by

its movement cause some outside force to produce corresponding and

simultaneous movements of the tail. The general scheme of arrangement

is shown in Plate 69, Figs. 1 and 2. This device consists essentially

of a cylinder (1) in which is mounted a piston with the piston rod

(3) passing through the cylinder head and connected to the cord (5)

which passes over the pulley (6), fastened to the tube (2), which is

slidably mounted on the midrod (7), whence it is carried over the

pulley (8) on the guy-post (9). From here it is connected to the

spring (10) which is fastened by the [p213] bridle (11) to the

upper side of the Pénaud tail (12). The other end of the piston rod

(3) passes through the head in the other end of the cylinder, and

has connected to it a cord (14) which passes over the pulley (15)

fastened to the tube (2), whence it is continued over the pulley (16)

and is joined to the spring (17), which is connected by the bridle

(18) to the lower side of the tail. Mounted on top of the cylinder

(1) is a valve chamber (20) having ports leading to the two ends

of the cylinder. Mounted in the valve chamber is a rocking valve

surrounded by a bushing having ports in it, and to which is fastened

a rod (25) which passes through the said valve and the head of the

valve chamber. Fastened to the rod (25) of the bushing is a lever

(26), which by means of the link (27) is connected to the piston rod

(3). Fastened to the rocking valve is a rod (28) which telescopes

over the rod (25) and also passes through the same head of the valve

chamber, and carries at its outer end a pendulum (29) on the lower

end of which is the bob (30).

If steam or any other fluid under pressure is furnished to the valve

chamber through the pipe (31), none will be admitted to the cylinder

so long as the pendulum is vertical or at right angles to the axis

of the cylinder; and the tail will be in its normal position, which

we will suppose to be an upward inclination of five degrees. If,

now, the front of the machine be depressed, thereby causing the

pendulum to move to the right, such movement of the pendulum will

cause the valve to open, admitting fluid to the left-hand end of

the cylinder. This, acting on the piston, will force it towards

the right, which, by means of the cord, will cause the angle of

the tail to be increased, thereby causing the rear of the machine

to be depressed and the front to be raised. But as soon as the

piston begins to move under the action of the fluid pressure it

simultaneously moves the bushing which surrounds the valve by means

of the connecting links and levers, so that as soon as the piston

has moved a distance proportional to the amount that the valve has

been opened by the pendulum, it causes the bushing to shut off the

port and thus prevents further fluid entering the cylinder. As soon

as the aerodrome responds to the action of the tail the pendulum

will, of course, begin to move back to its normal position of

perpendicularity to the cylinder, and will then open the valve to

the other port, thereby causing fluid to pass into the opposite end

of the cylinder. This fluid acting on the piston will move it in the

opposite direction and thereby cause the tail to be drawn back to its

normal position at the same time that the pendulum gradually reaches

its normal position, owing to the return of the aerodrome to its

normal position. In the explanation given above it was assumed that

the slidable tube (2) was in a fixed position. It was planned to have

the equilibrium normally maintained automatically and at the same

time permit the operator to modify the automatic control and even to

assume full manual control. To secure this, the slidable tube (2) was

connected at each end to an [p214] endless cord (20) which after

passing over suitable pulleys was connected to the control wheel (51)

at the aviator’s car.

A model of this device was constructed in the spring of 1900 and was

tested with steam pressure in the shop. The test showed that the

device acted immediately and with precision, the piston performing

movements simultaneously and in exact accordance with the pendulum.

The device, however, was never tried in a flight of any of the

aerodromes owing to the lack of time necessary to properly install

it on the machine. Furthermore, it was thought probable that the

rapid acceleration of the aerodrome at the moment of launching would

so disturb the pendulum as to cause it to be in a very different

position from that of vertical, and also that the motion of the

aerodrome through the air would itself be a somewhat disturbing

factor.

Because of the difficulties involved in this or any other mechanical

device for controlling the equilibrium, it was in every way advisable

to retain in the large machine the Pénaud system, which, though

itself imperfect in many ways, had been thoroughly tested in actual

flight. In the models, it will be remembered, the combined Pénaud

tail and rudder controlled the longitudinal equilibrium by movement

in the vertical plane under the combined influence of its initial

negative angle and the elasticity of its connection with the frame,

the flight being kept as nearly as possible in a straight line by the

vertical surfaces of the tail. Although it was necessary that the

large aerodrome should be capable of being steered in a horizontal

direction, it was felt to be unwise to give the combined Pénaud

tail and rudder motion in the horizontal plane in order to attain

this end, since the use of it for such a double function might

very seriously interfere with its proper action in preserving the

longitudinal stability. It was, therefore, at first thought best to

dissociate the rudder and tail so that the rudder might be used for

horizontal steering without in any way interfering with the proper

functioning of the tail. But, as the main desideratum was to obtain

a flight of the large machine as soon as possible, and perfection

of steering control seemed secondary, it was decided, after further

consideration, in order not to risk the unpredictable effects that

might result from small changes, to duplicate on the large machine

the combined Pénaud tail and rudder of the model, and to add

another rudder for steering in the horizontal plane. Constructional

requirements determined as the only available position for this

rudder a rather disadvantageous one. As will be seen from Plate 53,

its efficiency was diminished by its being only about half as far

from the center of gravity as the combined Pénaud tail and rudder,

and by being located in the lee of a considerable portion of the

frame, where it would be subject to the cross-currents of air created

by the forward motion of the frame. [p215]

For the preservation of the equilibrium of the aerodrome, though the

aviator might assist by such slight movements as he was able to make

in the limited space of the aviator’s car, the main reliance was upon

the Pénaud tail. But, in the absence of any data for determining

the effect produced in passing from the model to the large machine,

it could not be certain that calculations based upon the balancing

of the model would accurately determine the proper balancing of the

large machine. It was therefore decided to provide such attachment

for the Pénaud tail that, while it would always have elastic

connection with the main frame, yet its angle could be appreciably

changed without affecting in any way the degree of elasticity of this

connection. After many changes in plans for securing this result,

it was finally decided to arrange it in the manner shown in the

drawings. Referring to the general plans in Plates 53 and 54, and to

the details in Fig. 1 of Plate 56, the main stem of the Pénaud tail

is seen to be connected by a pin to the horn (17), which is brazed

to the clamping thimble, by which it is mounted on the vertical tube

(16), suitably connected and braced to the rear end of the midrod,

the horn (17) being larger than the stem of the tail and set at an

angle to the vertical tube (16), the pin connection permitting the

tail to swing up and down. The bridle (40), connected to the center

of the tail on its upper side, passes upward where it is connected

to the spring (41), the other end of which is connected to a single

wire rope (42), which passes over the pulley mounted on the top of

the post (43), which is guyed to the upper guy-post by the wire (44).

The wire rope (42), after passing over the pulley, is connected to

the spring (45), around the two ends of which it forms a loop, and

from there it passes down to the plane of the main frame and through

suitable pulley blocks to the aviator’s control wheel (50), which is

mounted on the starboard side of the main frame, convenient to the

aviator’s right hand when he is facing forward. From this point the

wire rope passes through the various pulley blocks towards the rear

of the machine, and through the pulley block (46) mounted on the side

and near the bottom of the rear lower guy-post. At a short distance

beyond this pulley it is connected to a weaker spring (47), the other

end of which is connected by a second bridle (48) to the under side

of the Pénaud tail at its center. In order to prevent the springs

(41), (45) and (47), which furnish the elasticity for the Pénaud-tail

connection, from being strained beyond their elastic limit, either

by a sudden gust of wind or by the aviator attempting to move so

large an area of surface too suddenly, the wire rope (42) was made

continuous around the springs, the portion between the points where

it was joined to the two ends of the springs being made of such a

length as to take the entire strain should the strain on the cord

become greater than sufficient to stretch the springs 50 per cent of

their original length. [p216]

In the construction of the equilibrium control wheel it was decided

that some arrangement must be secured whereby the wheel would

normally be inactive and maintain whatever position it had been set

to, and at the same time could be moved by the aviator with one

hand, the mere act of grasping it rendering it free to be moved, and

whereby it must automatically lock itself in any position in which it

might be when the aviator removed his hand from it. The multiplicity

of things requiring the attention of the aviator made it desirable

that his attention to any one of the important details, whether the

engine, the equilibrium, or the steering, should never require more

than one hand, thus leaving the other hand free either to hold on to

the machine or to control some other detail at the same time. While

an irreversible wheel, such as would be secured by the use of a worm

and worm-wheel, at first seemed likely to answer the purpose, yet the

movement of a worm-wheel by means of a worm is necessarily very slow

if it is irreversible, and it here seemed desirable to so arrange the

wheel that in case of emergency, of for rising or descending, the

aviator could swing the Pénaud tail from its extreme upper position

to its extreme lower one by a small motion of his hand, and thus

small or large adjustments of the Pénaud tail could be intuitively

felt to have been produced without the aviator having to remember how

many turns he had made of the wheel.

The control of the steering rudder was effected by a steering wheel

(51) similar in construction to the equilibrium control wheel (50), a

continuous cord (52) passing from the steering wheel through suitable

pulleys to either side of the steering rudder (‹r›), springs being

interposed in loops in the cord on either side of the steering rudder

to give some elasticity to the control apparatus in order to prevent

possible danger from the aviator attempting to move the rudder too

suddenly. This steering rope passed directly through the steering

rudder at the points where it was joined to it; so that, should one

side of the cord in any way become entangled with the frame or with

its pulleys, the strain produced by the aviator in attempting to

move it in the opposite direction would be taken up by the cord and

thereby avoid the possibility of destroying the rudder. For even

should the cord become entangled on one side, the rudder could be

given a slight amount of adjustment through the elasticity of the

coiled springs.

The design of the combined Pénaud tail and rudder followed very

closely that which had been used for the models, and its area

of ninety-five square feet on the horizontal surface with a

corresponding area of vertical surface bore the same relation to the

area of the tail and rudder of the models that the area of the wings

of the large machine bore to that of the wings of its prototype.

While the provisions for automatic equilibrium and manual control

were not entirely ideal, even for the quiet atmospheric conditions

under which it [p217] was proposed to make the first tests,

nevertheless it was and still is believed that the provisions for

such conditions were sufficient to enable a successful flight of a

few miles to be obtained. It was thought to be very certain that,

once a successful flight could be made, the funds for the further

prosecution of the work would be readily forthcoming, and that when

these funds were obtained the many problems of control, rising and

alighting, could be undertaken.

[p218]

Langley Memoir on Mechanical Flight, Parts I and II Smithsonian Contributions to Knowledge, Volume 27 Number 3, Publication 1948, 1911 · 第 7 / 13 章