2.8.09

How Airplanes Work

Aerodynamic Forces

Before we dive into how wings keep airplanes up in the air, it's important that we take a look at four basic aerodynamic forces: lift, weight, thrust and drag.


Straight and Level Flight
In order for an airplane to fly straight and level, the following relationships must be true:

  • Thrust = Drag
  • Lift = Weight

If, for any reason, the amount of drag becomes larger than the amount of thrust, the plane will slow down. If the thrust is increased so that it is greater than the drag, the plane will speed up.

Similarly, if the amount of lift drops below the weight of the airplane, the plane will descend. By increasing the lift, the pilot can make the airplane climb.

Thrust
Thrust is an aerodynamic force that must be created by an airplane in order to overcome the drag (notice that thrust and drag act in opposite directions in the figure above). Airplanes create thrust using propellers,
jet engines or rockets. In the figure above, the thrust is being created with a propeller, which acts like a very powerful version of a household fan, pulling air past the blades.

Now, let's look at drag.

Drag

Drag is an aerodynamic force that resists the motion of an object moving through a fluid (air and water are both fluids). If you stick your hand out of a car window while moving, you will experience a very simple demonstration of this effect. The amount of drag that your hand creates depends on a few factors, such as the size of your hand, the speed of the car and the density of the air. If you were to slow down, you would notice that the drag on your hand would decrease.

We see another example of drag reduction when we watch downhill skiers in the Olympics. You'll notice that, whenever they get the chance, they will squeeze down into a tight crouch. By making themselves "smaller," they decrease the drag they create, which allows them to move faster down the hill.

If you've ever wondered why, after takeoff, a passenger jet always retracts its landing gear (wheels) into the body of the airplane; the answer (as you may have already guessed) is to reduce drag. Just like the downhill skier, the pilot wants to make the aircraft as small as possible to reduce drag. The amount of drag produced by the landing gear of a jet is so great that, at cruising speeds, the gear would be ripped right off of the plane.

But what about the other two aerodynamic forces, weight and lift?

Weight
This one is the easiest. Every object on earth has weight (including
air). A 747 can weigh up to 870,000 pounds (that's 435 tons!) and still manage to get off the runway. (See the table below for more 747 specs.)

Lift
Lift is the aerodynamic force that holds an airplane in the air, and is probably the trickiest of the four aerodynamic forces to explain without using a lot of math. On airplanes, most of the lift required to keep the plane aloft is created by the wings (although some is created by other parts of the structure).

A principal concept in aerodynamics is the idea that air is a fluid. Let's investigate that concept more closely.

The Longer Path Explanation

What is it?
The Longer Path explanation holds that the top surface of a wing is more curved than the bottom surface. Air particles that approach the leading edge of the wing must travel either over or under the wing. Let's assume that two nearby particles split up at the leading edge, and then come back together at the trailing edge of the wing. Since the particle traveling over the top goes a longer distance in the same amount of time, it must be traveling faster.


Bernoulli's equation, a fundamental of fluid dynamics, states that as the speed of a fluid flow increases, its pressure decreases. The Longer Path explanation deduces that this faster moving air develops a lower pressure on the top surface, while the slower moving air maintains a higher pressure on the bottom surface. This pressure difference essentially "sucks" the wing upward (or pushes the wing upward, depending on your point of view).

Why is it not entirely correct?
There are several flaws in this theory, although this is a very common explanation found in high school textbooks and even encyclopedias:

  1. The assumption that the two air particles described above rejoin each other at the trailing edge of the wing is groundless. In fact, these two air particles have no "knowledge" of each other's presence at all, and there is no logical reason why these particles should end up at the rear of the wing at the same moment in time.
  2. For many types of wings, the top surface is longer than the bottom. However, many wings are symmetric (shaped identically on the top and bottom surfaces). This explanation also predicts that planes should not be able to fly upside down, although we know that many planes have this ability.

Why is it not entirely wrong?
The Longer Path explanation is correct in more than one way. First, the air on the top surface of the wing actually does move faster than the air on the bottom -- in fact, it is moving faster than the speed required for the top and bottom air particles to reunite, as many people suggest. Second, the overall pressure on the top of a lift-producing wing is lower than that on the bottom of the wing, and it is this net pressure difference that creates the lifting force.

The Newtonian Explanation

What is it?
Isaac Newton stated that for every action there is an equal, and opposite, reaction (Newton's Third Law). You can see a good example of this by watching two skaters at an ice rink. If one pushes on the other, both move -- one due to the action force and the other due to the reaction force.

In the late 1600s, Isaac Newton theorized that air molecules behave like individual particles and that the air hitting the bottom surface of a wing behaves like shotgun pellets bouncing off a metal plate. Each individual particle bounces off the bottom surface of the wing and is deflected downward. As the particles strike the bottom surface of the wing, they impart some of their momentum to the wing, thus incrementally nudging the wing upward with every molecular impact.

Note: Actually, Newton's theories on fluids were developed for naval warfare, in order to help decrease the resistance that ships encounter in the water -- the goal was to build a faster boat, not a better airplane. Still, the theories are applicable, since water and air are both fluids.

Why is it not entirely correct?
The Newtonian explanation provides a pretty intuitive picture of how the wing turns the air flowing past it, with a couple of exceptions:

  1. The top surface of the wing is left completely out of the picture. The top surface of a wing contributes greatly to turning the fluid flow. When only the bottom surface of the wing is considered, the resulting lift calculations are very inaccurate.
  2. Almost a hundred years after Newton's theory of ship hulls, a man named Leonhard Euler noticed that fluid moving toward an object will actually deflect before it even hits the surface, so it doesn't get a chance to bounce off the surface at all. It seemed that air did not behave like individual shotgun pellets after all. Instead, air molecules interact and influence each other in a way that is difficult to predict using simplified methods. This influence also extends far beyond the air immediately surrounding the wing.

Why is it not entirely wrong?
While a pure Newtonian explanation does not produce accurate estimates of lift values in normal flight conditions (for example, a passenger jet's flight), it predicts lift for certain flight regimes very well. For
hypersonic flight conditions (speeds exceeding five times the speed of sound), the Newtonian theory holds true. At high speeds and very low air densities, air molecules behave much more like the pellets that Newton spoke of. The space shuttle operates under these conditions during its re-entry phase.

Unlike the Longer Path explanation, the Newtonian approach predicts that the air is deflected downward as it passes the wing. While this may not be due to molecules bouncing off the bottom of the wing, the air is certainly deflected downward, resulting in a phenomenon called downwash. (See NASA: Glenn Research Center for more on downwash.)

How Lift is Created

Consider This

It is important to realize that, unlike in the two popular explanations described earlier, lift depends on significant contributions from both the top and bottom wing surfaces. While neither of these explanations is perfect, they both hold some nuggets of validity. Other explanations hold that the unequal pressure distributions cause the flow deflection, and still others state that the exact opposite is true. In either case, it is clear that this is not a subject that can be explained easily using simplified theories.

Likewise, predicting the amount of lift created by wings has been an equally challenging task for engineers and designers in the past. In fact, for years, we have relied heavily on experimental data collected 70 to 80 years ago to aid in our initial designs of wings.

Pressure Variations Caused By Turning a Moving Fluid
Lift is a force on a wing (or any other solid object) immersed in a moving fluid, and it acts perpendicular to the flow of the fluid. (Drag is the same thing, but acts parallel to the direction of the fluid flow). The net force is created by pressure differences brought about by variations in speed of the air at all points around the wing. These velocity variations are caused by the disruption and turning of the air flowing past the wing. The measured pressure distribution on a typical wing looks like the following diagram:

A. Air approaching the top surface of the wing is compressed into the air above it as it moves upward. Then, as the top surface curves downward and away from the airstream, a low-pressure area is developed and the air above is pulled downward toward the back of the wing.

B. Air approaching the bottom surface of the wing is slowed, compressed and redirected in a downward path. As the air nears the rear of the wing, its speed and pressure gradually match that of the air coming over the top. The overall pressure effects encountered on the bottom of the wing are generally less pronounced than those on the top of the wing.

C. Lift component

D. Net force

E. Drag component

When you sum up all the pressures acting on the wing (all the way around), you end up with a net force on the wing. A portion of this lift goes into lifting the wing (lift component), and the rest goes into slowing the wing down (drag component). As the amount of airflow turned by a given wing is increased, the speed and pressure differences between the top and bottom surfaces become more pronounced, and this increases the lift. There are many ways to increase the lift of a wing, such as increasing the angle of attack or increasing the speed of the airflow. These methods and others are discussed in more detail later in this article.