Effects of Controls — Theory Part 1: Primary and Secondary Effects

The Effects of the Aeroplane Controls

CASA Recreational Pilot License (Aeroplane) — Lesson 1, Pre-flight theory part 1

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Effects of Controls — Theory Part 1: Primary and Secondary Effects

The Lift Equation Feeling

Aerodynamics lesson 101

Have you ever done this?

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Theory Lesson Overview

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Learning Objectives for this lesson

By the end of this lesson, our aim is to be able to:

  • Name the three rotational axes of the aeroplane
  • Identify the main control surfaces of an aeroplane
  • Describe the primary effect of each control surface — that is, how it causes a rotation in one of the rotational axes of the aeroplane
  • Describe the secondary effect of each control surface and explain why it occurs
Effects of Controls — Theory Part 1: Primary and Secondary Effects

Learning Objectives for this lesson (cont)

And then later in our actual flight:

  • Test the primary and secondary effects with a (safe!) experiment — we'll verify whether or not what we've learned about the primary and secondary effects of the main control surfaces is true.
Effects of Controls — Theory Part 1: Primary and Secondary Effects

Waypoint 1 — Pitch, Roll and Yaw

Effects of Controls — Theory Part 1: Primary and Secondary Effects

The Three Axes of Flight

Every aircraft movement occurs about one of three axes, all passing through the centre of gravity (CG).

Hover over each of the three axis controls to reveal the axis name. Drag the slider to rotate the aircraft about that axis.

Click on the reset icon on the top-right to have a random movement that you can guess before confirming your guess with the axis controls!

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Waypoint 2 — Primary and Secondary Effects of each control

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Aerodynamics lesson 101

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Aerodynamics lesson 101 — cont.

DON'T try this during our flight... but it gives you a sense of how powerful the forces are on an aerofoil.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

What are the primary control surfaces of an aeroplane?

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The primary control surfaces of an aeroplane are the surfaces that we can affect as the pilot to control the aeroplane's pitch, roll and yaw.

  • elevator (or stabilator)
  • ailerons
  • rudder

A physical aeroplane model, or the aeroplane itself, is useful to identify these controls.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Primary effect of the elevator

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Just like your hand being pushed up or down by the airflow as you change the angle of your hand, the elevator causes the tail of the plane to be pushed up or down depending on its angle.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Primary effect of the elevator - cont

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This pitches the aeroplane around the lateral axis.

  • As the elevator pitches up, the tail is pushed down
  • As the elevator pitches down, the tail is pushed up

The primary effect of the elevator is to pitch the aeroplane around the lateral axis.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Secondary effect of the elevator

What happens when you're driving your car along a flat road and encounter a hill?

Try modifying the throttle setting as you would when driving.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Secondary effect of the elevator — cont.

So how does that translate to an aeroplane? Well we don't have a road to climb, but otherwise, it's the same physics — we slow down as we climb (with the same throttle setting). The secondary effect of using the elevator to pitch the aeroplane around the lateral axis is: a change in airspeed as the pitch changes.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

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Primary effect of the ailerons

The forces causing the primary effect are similar across the other surfaces, even if the actual effect differs due to where the force is applied to the aeroplane.

Just like your hand being pushed up or down by the airflow as you change the angle of your hand in the airflow (the angle of attack), the aileron causes the wing of the plane to be pushed up or down depending on its angle.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

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Primary effect of the ailerons

This rolls the aeroplane around the longitudinal axis.

  • As the right aileron pitches up, the right wing is pushed down
  • As the right aileron pitches down, the right wing is pushed up
  • The two ailerons are connected so that as one goes up, the other goes down

The primary effect of the ailerons is to roll the aeroplane around the longitudinal axis.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Secondary effect of the ailerons

Have you ever driven along a road which was banked very heavily to one side? What did it feel like?

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Secondary effect of the ailerons

  • That feeling is no different for a banked plane... other than the plane not having tyres on the ground to stop it sliding down.
  • But imagine if this car only had tyres at the back, while at the front it had something like huge shopping trolley wheels which could move in any direction?
  • What would you expect to happen to the car in its current position then?
  • An aeroplane does have a vertical stabiliser — which helps stop the back of the plane from sliding down when banked.

So the secondary effect of using the ailerons to roll the plane around the longitudinal axis is: slip and yaw in the direction of the lower wing.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

A video explanation from GoFly

Effects of Controls — Theory Part 1: Primary and Secondary Effects

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Primary effect of the rudder

Again, the forces causing the primary effect are similar across the other surfaces, even if the actual effect differs due to where the force is applied to the aeroplane.

Just like your hand being pushed up or down by the airflow as you change the angle of your hand in the airflow (the angle of attack), the rudder causes the vertical stabiliser of the plane to be pushed left or right, depending on its angle.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

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Primary effect of the rudder

This yaws the aeroplane around the normal axis.

  • As the rudder is moved to the right, the tail is pushed to the left, yawing the plane to the right around the normal axis.
  • As the rudder is moved to the left, the tail is pushed to the right, yawing the plane to the left around the normal axis.

The primary effect of the rudder is to yaw the aeroplane around the normal axis.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Secondary effect of the rudder

As the aeroplane is being yawed while moving forward, what can you imagine might be happening to the airflow over each wing?

  • The more the aeroplane yaws, the more it is blocking the airflow from part of one of the wings — resulting in a smaller lift force for that wing
  • the outside wing moves faster than the inside wing during the yaw, which results in a stronger lift effect being generated by that wing (remember the hand being stuck out of the aeroplane!) and less by the opposite wing
  • as a result, the aeroplane rolls in the same direction as the yaw

So the secondary effect of using the rudder to yaw the plane around the normal axis is: skid and then roll in the direction of the yaw.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

A video explanation using a simulator

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Waypoint 3 — Recap

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Lesson Summary

The Effects of the Aeroplane Controls:

Control Primary Effect Around which Axis Secondary Effect
Elevator
Ailerons
Rudder
Effects of Controls — Theory Part 1: Primary and Secondary Effects

Lesson Summary

The Effects of the Aeroplane Controls:

Control Primary Effect Around which Axis Secondary Effect
Elevator Pitch Lateral Airspeed change
Ailerons Roll Longitudinal Slip → yaw toward lower wing
Rudder Yaw Normal Skid → roll in direction of yaw

Key principle: Secondary effects only occur when a control is used on its own. Coordinated use of controls eliminates them.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Objectives check

At the start of the lesson, we set out to be able to:

  • Name the three rotational axes of the aeroplane
  • Identify the main control surfaces of an aeroplane
  • Describe the primary effect of each control surface — that is, how it causes a rotation in one of the rotational axes of the aeroplane
  • Describe the secondary effect of each control surface and explain why it occurs

Next up, in part 2 of our Effects of Control theory, we'll be jumping on the simulator briefly to see how we change those controls, as well as learning about some ancillary controls like throttle, trim and flaps.

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Arrival

Effects of Controls — Theory Part 1: Primary and Secondary Effects

Questions?

Any further questions that we haven't yet asked or addressed?

We won't be focusing on learning to fly the plane in this lesson (though we will do some of that), that will start in earnest next lesson. Instead, in this lesson, we'll be learning what the effects of each of the aeroplane's controls are. Later on today we'll be experimenting (in a safe way) and experiencing those effects in the aeroplane. Understanding the effects of the aeroplane controls will be the basis of all our safe flying into the future. Question: Have you ever done this...

Have you ever felt the force of the air flowing around your hand when sticking your hand out the car window? What did you notice? The **forces on your hand** are not too strong at normal speeds, but you definitely feel your hand being pushed up or down as you change the angle of your hand. But what would it be like when your hand is moving much faster through the air? We'll find out later! Key point: the forces you feel on your hand as you change the angle are the same forces which the aeroplane controls experience as we manipulate them.

Outline the lesson plan based on the image: Pitch, roll and yaw will give us the vocabulary to talk more about aeroplane controls. The bulk of our time will be learning the primary and secondary effects of the main controls. Recap what we've learned, revisiting our objectives.

Use a prop such as the physical 3d model of the aeroplane to walk through each of these objectives, visually introducing each.

Click Direct-To when ready to advance to waypoint 1.

Start with rolling along the longitudinal axis, as that's "along" the length of the plane — easier to remember. Use the physical 3D model first, then support with the viewer's visual axis. Use the physical 3D model with random movement, so student can name/call out "pitch", "roll" etc. Next "pitch around lateral axis" etc. Finish by using the random movement to have a bit of fun testing our use of the vocabulary.

Click Direct-To when ready to advance to waypoint 2.

Earlier we talked about the feeling of your hand being pushed gently up and down like a wing, when holding your hand outside the car window. But what do you think would happen if you did the same thing out the window of something moving much faster, like an aeroplane?

Well don't try this at home, but here's someone who tried the similar trick by sticking their hand out the window of an aeroplane at 10,000 feet. Notice the forces on their hand as they change the angle of their hand (the angle of attack). It is the very same forces that you feel on your hand as you change the angle of your hand in the wind, that enable us to control a plane!

Clearly sticking our hands out of the cabin window does not give us much control of the aeroplane! Let's look at our physical model and first learn where they are. Once the student knows which of the three control surfaces is which, play a quick "game" of I point, you say. Again, just like the experiment with your hand in the wind, with a sufficient air flow you can: push the elevator up or down, pitching the aeroplane to rotate around the lateral axis, or push the ailerons of one wing down and the other wing up, rolling the aeroplane to rotate around the longitudinal axis, or push the tail of the plane to the left or right, yawing the aeroplane to rotate around the normal axis. Let's look at those one at a time.

Start with the physical model again, showing how with the elevator pitched up, the tail will be pushed down, and vice-versa, before showing the NASA graphic. (Image originally produced by Nancy Hall at the NASA Glenn Research Center — still used on Wikipedia today.)

While on the flat road, the car maintains constant speed because thrust exactly balances the drag on the car from friction. When the car encounters the hill, it not only has the friction to contend with, but it's also pushing against gravity up the slope — so the speed drops. 50% throttle cruises at around 90 kts and slows down to around 60. 35% throttle cruises at around 60 kts and slows down to around 25. 30% stalls — it just can't pull anywhere. DON'T go into stalling or even make a point of it — leave it for later.

Leave the throttle at 60% and just show that as we climb, the speed slows down, which then generates less lift. Pitching forward causes the speed to increase (and lift to increase too). NO NEED to talk about stalling here or anything more technical. So the key point is that the secondary effect of the elevator is our airspeed — and our airspeed is very very important for us to monitor. Just like a car going up a hill that slows down without adding more power or throttle, the aeroplane behaves in the same way, the main difference being that when the aeroplane stalls on a hill, it doesn't have a road beneath it.

Start with the physical model again, showing how with the elevator pitched up, the tail will be pushed down, and vice-versa, before showing the NASA graphic.

Use the physical 3D model again to show this tendency once reaching the end here. Also, it may be worth mentioning that there's actually another more interesting secondary effect of the ailerons, called adverse yaw, which we'll learn about another time as it's actually much harder to notice these days as most planes are designed to counter the adverse yaw. If the student is very on top of the theory already, we could talk about adverse yaw too.

So again, the secondary effect of using the ailerons to roll the plane around the longitudinal axis is: slip and yaw in the direction of the lower wing — and (very slowly!) potentially entering into a spiral dive.

Using the physical 3D model to demonstrate the rudder and yaw through these points.

The skid is the mirror of the slip from aileron-alone use. Both uncoordinated sequences (aileron alone, rudder alone) end in a spiral descent. This is the safety message: cross-coupling of controls, if ignored, leads to the same dangerous outcome. Use gentle rudder inputs only — large inputs are not needed to demonstrate the effect.

Click Direct-To to advance to the recap waypoint.

Click Direct-To to advance to arrival.