LOAD FACTORS AND STALLING SPEEDS

Any airplane, within the limits of its structure, may be stalled at any airspeed. When a sufficiently high angle of attack is imposed, the smooth flow of air over an airfoil breaks up and separates, producing an abrupt change of flight characteristics and a sudden loss of lift, which results in a stall.

A study of this effect has revealed that the airplane’s stalling speed increases in proportion to the square root of the load factor. This means that an airplane with a normal unaccelerated stalling speed of 50 knots can be stalled at 100 knots by inducing a load factor of 4 G’s. If it were possible for this airplane to withstand a load factor of 9, it could be stalled at a speed of 150 knots. Therefore, a competent pilot should be aware of the following:


The danger of inadvertently stalling the airplane by increasing the load factor, as in a steep turn or spiral; and
That in intentionally stalling an airplane above its design maneuvering speed, a tremendous load factor is imposed.

Reference to the charts in figures 3-36 and 3-37 will show that by banking the airplane to just beyond 72° in a steep turn produces a load factor of 3, and the stalling speed is increased significantly. If this turn is made in an airplane with a normal unaccelerated stalling speed of 45 knots, the airspeed must be kept above 75 knots to prevent inducing a stall. A similar effect is experienced in a quick pullup, or any maneuver producing load factors above 1 G. This has been the cause of accidents resulting from a sudden, unexpected loss of control, particularly in a steep turn or abrupt application of the back elevator control near the ground.

Since the load factor squares as the stalling speed doubles, it may be realized that tremendous loads may be imposed on structures by stalling an airplane at relatively high airspeeds.

The maximum speed at which an airplane may be stalled safely is now determined for all new designs. This speed is called the “design maneuvering speed” (VA) and is required to be entered in the FAA-approved Airplane Flight Manual or Pilot’s Operating Handbook (AFM/POH) of all recently designed airplanes. For older general aviation airplanes, this speed will be approximately 1.7 times the normal stalling speed. Thus, an older airplane which normally stalls at 60 knots must never be stalled at above 102 knots (60 knots x 1.7 = 102 knots). An airplane with a normal stalling speed of 60 knots will undergo, when stalled at 102 knots, a load factor equal to the square of the increase in speed or 2.89 G’s (1.7 x 1.7 = 2.89 G’s). (The above figures are an approximation to be considered as a guide and are not the exact answers to any set of problems. The design maneuvering speed should be determined from the particular airplane’s operating limitations when provided by the manufacturer.)

Since the leverage in the control system varies with different airplanes and some types employ “balanced” control surfaces while others do not, the pressure exerted by the pilot on the controls cannot be accepted as an index of the load factors produced in different airplanes. In most cases, load factors can be judged by the experienced pilot from the feel of seat pressure. They can also be measured by an instrument called an “accelerometer,” but since this instrument is not common in general aviation training airplanes, the development of the ability to judge load factors from the feel of their effect on the body is important. A knowledge of the principles outlined above is essential to the development of this ability to estimate load factors.

A thorough knowledge of load factors induced by varying degrees of bank, and the significance of design maneuvering speed (VA) will aid in the prevention of two of the most serious types of accidents:


Stalls from steep turns or excessive maneuvering near the ground; and
Structural failures during acrobatics or other violent maneuvers resulting from loss of control.

The Cause of Load Factors Changes

Figure 3-36 reveals an important fact about turns— that the load factor increases at a terrific rate after a bank has reached 45° or 50°. The load factor for any airplane in a 60° bank is 2 G’s. The load factor in an 80° bank is 5.76 G’s. The wing must produce lift equal to these load factors if altitude is to be maintained.

It should be noted how rapidly the line denoting load factor rises as it approaches the 90° bank line, which it reaches only at infinity. The 90° banked, constant altitude turn mathematically is not possible. True, an airplane may be banked to 90° but not in a coordinated turn; an airplane which can be held in a 90° banked slipping turn is capable of straight knifeedged flight. At slightly more than 80°, the load factor exceeds the limit of 6 G’s, the limit load factor of an acrobatic airplane.

For a coordinated, constant altitude turn, the approximate maximum bank for the average general aviation airplane is 60°. This bank and its resultant necessary power setting reach the limit of this type of airplane. An additional 10° bank will increase the load factor by approximately 1 G, bringing it close to the yield point established for these airplanes. [Figure 3-36]

In a constant altitude, coordinated turn in any airplane, the load factor is the result of two forces: centrifugal force and gravity. [Figure 3-35] For any given bank angle, the rate of turn varies with the airspeed; the higher the speed, the slower the rate of turn. This compensates for added centrifugal force, allowing the load factor to remain the same.

Airplane Design Load Factors Problem

The problem of load factors in airplane design then reduces to that of determining the highest load factors that can be expected in normal operation under various operational situations. These load factors are called “limit load factors.” For reasons of safety, it is required that the airplane be designed to withstand these load factors without any structural damage. Although the Code of Federal Regulations requires that the airplane structure be capable of supporting one and one-half times these limit load factors without failure, it is accepted that parts of the airplane may bend or twist under these loads and that some structural damage may occur.

The answer to the question “how strong should an airplane be” is determined largely by the use to which the airplane will be subjected. This is a difficult problem, because the maximum possible loads are much too high for use in efficient design. It is true that any pilot can make a very hard landing or an extremely sharp pullup from a dive, which would result in abnormal loads. However, such extremely abnormal loads must be dismissed somewhat if airplanes are built that will take off quickly, land slowly, and carry a worthwhile payload.

This 1.5 value is called the “factor of safety” and provides, to some extent, for loads higher than those expected under normal and reasonable operation. However, this strength reserve is not something which pilots should willfully abuse; rather it is there for their protection when they encounter unexpected conditions.

The above considerations apply to all loading conditions, whether they be due to gusts, maneuvers, or landings. The gust load factor requirements now in effect are substantially the same as those that have been in existence for years. Hundreds of thousands of operational hours have proven them adequate for safety. Since the pilot has little control over gust load factors (except to reduce the airplane’s speed when rough air is encountered), the gust loading requirements are substantially the same for most general aviation type airplanes regardless of their operational use. Generally, the gust load factors control the design of airplanes which are intended for strictly nonacrobatic usage.

An entirely different situation exists in airplane design with maneuvering load factors. It is necessary to discuss this matter separately with respect to: (1) Airplanes which are designed in accordance with the Category System (i.e., Normal, Utility, Acrobatic); and (2) Airplanes of older design which were built to requirements which did not provide for operational categories.

Airplanes designed under the Category System are readily identified by a placard in the cockpit, which states the operational category (or categories) in which the airplane is certificated. The maximum safe load factors (limit load factors) specified for airplanes in the various categories are as follows:

CATEGORY	LIMIT LOAD
Normal *	3.8 to –1.52
Utility (mild acrobatics, including spins)	4.4 to –1.76
Acrobatic	6.0 to –3.0

* For airplanes with gross weight of more than 4,000 pounds, the limit load factor is reduced. To the limit loads given above, a safety factor of 50 percent is added.

There is an upward graduation in load factor with the increasing severity of maneuvers. The Category System provides for obtaining the maximum utility of an airplane. If normal operation alone is intended, the required load factor (and consequently the weight of the airplane) is less than if the airplane is to be employed in training or acrobatic maneuvers as they result in higher maneuvering loads.

Airplanes that do not have the category placard are designs that were constructed under earlier engineering requirements in which no operational restrictions were specifically given to the pilots. For airplanes of this type (up to weights of about 4,000 pounds) the required strength is comparable to present-day utility category airplanes, and the same types of operation are permissible. For airplanes of this type over 4,000 pounds, the load factors decrease with weight so that these airplanes should be regarded as being comparable to the normal category airplanes designed under the Category System, and they should be operated accordingly.