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ISTANBUL TECHNICAL UNIVERSITY FACULTY OF AERONAUTICS AND ASTRONAUTICS
STABILITY ANALYSIS OF F-4C PHANTOM AIRCRAFT: MODELLING AND
SIMULATING
GRADUATION PROJECT
Yusuf Kadri KAYAR
Department of Aeronautical Engineering
Thesis Advisor: Prof. Dr. Elbrus CAFEROV
JUNE, 2021
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ISTANBUL TECHNICAL UNIVERSITY FACULTY OF AERONAUTICS AND ASTRONAUTICS
STABILITY ANALYSIS OF F-4C PHANTOM AIRCRAFT: MODELLING AND
SIMULATING
GRADUATION PROJECT
Yusuf Kadri KAYAR
110160542
Department of Aeronautical Engineering
Thesis Advisor: Prof. Dr. Elbrus CAFEROV
JUNE, 2021
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Yusuf Kadri Kayar, student of ITU Faculty of Aeronautics and Astronautics
student ID 110160542, successfully defended the graduation entitled “STABILITY
ANALYSIS OF F-4C PHANTOM AIRCRAFT: MODELLING AND
SIMULATING”, which he prepared after fulfilling the requirements specified in the
associated legislations, before the jury whose signatures are below.
Thesis Advisor: Prof. Dr. Elbrus CAFEROV
Istanbul Technical University
Jury Members: Asst. Prof. Dr. Hayri ACAR
Istanbul Technical University
Dr. Cemil KUTCEBE
Istanbul Technical University
Date of Submission : 14 June 2021
Date of Defense : 28 June 2021
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To my family,
To my thesis advisor Prof. Dr. Elbrus CAFEROV
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FOREWORD
Initially, i must state that i am so grateful and honored to be taking graduation project
from my dear advisor Prof. Dr. Elbrus CAFEROV, who enlightened my path and
guided me with his trust and help. I also want to thank you to my parents Selim
KAYAR and Sevinç KAYAR who have been always supporting me throughout my
education life with a great love and sacrifice.
June 2021 Yusuf Kadri KAYAR
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TABLE OF CONTENTS
Page
FOREWORD ......................................................................................................................... v
TABLE OF CONTENTS ................................................................................................... vii
ABBREVIATIONS ........................................................................................................... viii
LIST OF SYMBOLS ........................................................................................................... ix
LIST OF TABLES ............................................................................................................. xii
LIST OF FIGURES .......................................................................................................... xiii
SUMMARY .......................................................................................................................... xv
1. INTRODUCTION ..............................................................................................................1
2. F-4C PHANTOM AIRCRAFT ..........................................................................................2
2.1 Design .............................................................................................................................3
2.2 Development ...................................................................................................................4
2.3 Specifications ..................................................................................................................4
3. INTRODUCTION TO STABILITY .................................................................................6
3.1 Static Stability .................................................................................................................6
3.2 Dynamic Stability ...........................................................................................................8
4. LONGITUDINAL MOTION ..........................................................................................10
4.1 Longitudinal Approximation ........................................................................................11
4.2 Short-Period Approximation ........................................................................................12
5. STABILITY OF F-4C PHANTOM AIRCRAFT ..........................................................14
5.1 Stability Derivatives .....................................................................................................17
5.2 Longitudinal Motion ....................................................................................................20
5.2.1 Short-Period Dynamics ....................................................................................20
5.2.2 Long-Period Dynamics ....................................................................................22
5.3 Lateral Motion ..............................................................................................................23
5.3.1 Roll Dynamics ..................................................................................................23
5.3.2 Dutch-Roll Approximation ..............................................................................24
5.4 Longitudinal Motion Modes ........................................................................................27
5.5 Lateral Motion Modes ..................................................................................................28
6. TIME RESPONSES .........................................................................................................30
7. ROOT LOCUS ANALYSIS METHOD ..........................................................................32
8. AUTOPILOT MODELLING .........................................................................................33
9. CONCLUSION ................................................................................................................38
REFERENCES .....................................................................................................................39
APPENDICES ......................................................................................................................40
APPENDIX A .....................................................................................................................41
APPENDIX B .....................................................................................................................42
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ABBREVIATIONS
BLC : Boundary Layer Control
GE : General Electric
MATLAB : Matrix Labaratory
NASA : National Aeronautics and Space Administration
SAS : Stability Augmentation System
TURAF : Turkish Air Forces
USAF : United States Air Fores
USAN : Unites States Navy
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LIST OF SYMBOLS
Symbol Desription Units
Aspect ratio -
Wing span Feet
Chord Feet
Inner chord Feet
Outer chord Feet
Drag coefficient -
Parasite drag coefficient -
Induced drag coefficient -
Skin friction coefficient -
Lift coefficient -
Roll moment coefficient -
Pitch moment coefficient -
Zero-angle of attack pitch
moment coefficient -
Yaw moment coefficient -
Pressure coefficient -
Side force coefficient -
Drag force Lbf.ft.sec2
Oswald efficiency number -
Slenderness(ratio between
length and diameter) -
Force Ft/sec2
Aerodynamic Forces -
Speed of sound in air Ft/sec
Altitude Feet
Moments of inertia referred to
body axis Slug.ft
2
Product of inertia referred to
body axis Slug.ft
2
Mass Slugs
Mach number -
Roll rate, angular velocity
about x axis Rad/sec
Pitch rate, angular velocity
about y axis Rad/sec
Dynamic pressure Lbs/ft2
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Symbol Desription Units
Pitch moment Pound-force-feet
Mean aerodynamic chord Feet
Yaw moment Pound-force-feet
Reynolds number -
Planform area Feet2
Zero-lift drag area Feet2
Reference area Feet2
Wetted area Feet2
Wing area Feet2
Thickness Feet
Time Sec
Time to damp half the
amplitude Sec
True air speed Ft/sec
Air speed Ft/sec
Velocity in the x body axis Ft/sec
Velocity in the y body axis Ft/sec
True air speed Ft/sec
Velocity in the z body axis Ft/sec
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Symbol Description Units
α Angle of attack Rad
β Sideslip angle Rad
Γ Dihedral angle Rad
δ Deflection angle of a control
surface Rad
η Real part of the Dutch roll
eigenvalue -
θ Pitch angle Rad
λ Eigenvalue -
λ Taper ratio (Ratio between tip
chord and root card) -
˄ Sweep angle Rad
μ Imaginary part of the Dutch
roll eigenvalue -
ξ Damping ratio -
ρ Air density -
σ Real part of the phugoid and
short period eigenvalues -
Φ Roll angle Rad
ψ Yaw angle Rad
ω Oscillation frequency 1/sec
ω Damped frequency 1/sec
ω Natural undamped frequency 1/sec
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LIST OF TABLES
Page
Table 1.1: F-4 Phantom II General Characteristics ................................................ 5
Table 1.2: F-4 Phantom II Performance Characteristics ......................................... 5
Table 5.1: Stability and Inertia Characteristics of F-4C ....................................... 16
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LIST OF FIGURES
Page
Figure 1.1: F-4C Phantom Aircraft ........................................................................... 1
Figure 2.1: A U.S. Navy F-4B bombing over Vieatnam, 25 November 1971 .......... 2
Figure 2.2: Retired TURAF F-4E Phantom II, housed at the Istanbul
Aviation Museum ................................................................................... 2
Figure 2.3: The McDonnell F3H-G/H model, 1954 ................................................. 3
Figure 2.4: An F4H-1F aboard an aircraft carrier, April 1960 ................................. 3
Figure 2.5: Iran Air Force F-4 Phantom II refueling through a boom in
Iran-Iraq War, 1982 ............................................................................... 4
Figure 2.6: Three side views of the F-4E/F .............................................................. 4
Figure 3.1: Positive Static Stability ............................................................................ 7
Figure 3.2: Neutral Static Stability ............................................................................ 7
Figure 3.3: Negative Static Stability .......................................................................... 7
Figure 3.4: Positive Dynamic Stability ...................................................................... 8
Figure 3.5: Neutral Dynamic Stability ....................................................................... 9
Figure 3.6: Negative Dynamic Stability .................................................................... 9
Figure 4.1: The long-period (phugoid) mode ........................................................... 10
Figure 4.2: The short-period mode .......................................................................... 10
Figure 5.1: F-4C General Arrangement ................................................................... 14
Figure 5.2: Flight Conditions of F-4C ..................................................................... 15
Figure 5.3: Roll motion ............................................................................................ 23
Figure 5.4: Dutch Roll Motion ................................................................................. 24
Figure 6.1: Time response of the transfer function for the change in angle of attack
to the change in elevator angle .............................................................. 30
Figure 6.2: Time response of the transfer function for the change in pitch rate
to the change in elevator angle .............................................................. 30
Figure 6.3: Time response of function for the change in velocity
to the change in the transfer elevator angle ........................................... 31
Figure 6.4: Time response of the transfer function for the change in pitch angle
to the change in elevator angle .............................................................. 31
Figure 7.1: A root locus analysis done in MATLAB ............................................... 32
Figure 8.1: An autopilot control panel used in World War II .................................. 33
Figure 8.2: The modern autopilot control system of Airbus A340 .......................... 33
Figure 8.3: Pitch displacement autopilot system of F-4C ........................................ 34
Figure 8.4: Root locus of inner loop ........................................................................ 34
Figure 8.5: The block diagram with the value of .................................... 35
Figure 8.6: The root locus of outer loop .................................................................. 35
Figure 8.7: Zoomed version of Figure 8.6 ................................................................ 36
Figure 8.8: The block diagram with the value of and ...... 36
Figure 8.9: The time response of .......................................................................... 37
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STABILITY ANALYSIS OF F-4C PHANTOM AIRCRAFT: MODELLING
AND SIMULATING
SUMMARY
In this graduation project it is aimed to make the stabiltiy analysis of a fighter jet.
After pre-research about fighter jets, F-4C phantom aircraft was chosen. By using the
Newton’s second law, stability equations were obtained through derivatives of
motion equation. Stability analysis covers both longitudinal emotion and lateral
emotion in dynamic stability. The analysis was done for a special case. In this case, a
F-4C phantom aircraft flies at a speed of 230 ft/s at sea level.
Initially, stability derivatives were obtained with the parameters which were found in
pre-research. After, transfer functions were obtained with the help of MATLAB. And
then time responses were found and graphics were plotted in MATLAB. Stability
analysis was carried out with longitudinal motion. After completing these analyzes,
autopilot modeling was done for time response of the transfer function of the change
in pitch angle to the change in elevator angle. A point was selected with the root
locus method and gain constant was obtained. And then this value was used in outer
loop. Since all these calculations done in matrix systems and results should be shown
by plotting graphics, MATLAB (matrix labaratory) was used as the appropriate
programming language.
The required data for this stability analysis for the F-4C phantom aircraft was taken
from “AIRCRAFT HANDLING QUALITIES DATA” by Robert K. Heffley and
Wayne F. Jewell prepared for NASA (National Aeronautics and Space
Administration). F-4C phantom aircraft was chosen for this thesis because it was
used in Vietnam War by USAF (United States Air Forces) in bombing roles and it
has been still available in inventory of Turkish Air Forces. It is so interesting that
despite being an old aircraft, it has been still used by TAF with the modernizations.
Hence it worths to make research about it.
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ÖZET
Bu mezuniyet çalışmasında bir savaş uçağının kararlılık analizinin yapılması
hedeflenmektedir. Bunun için F-4C hayalet savaş uçağı seçilmiştir. Newton’un ikinci
yasasını kullanarak hareket denkleminin türevlerinden kararlılık denklemleri elde
edilmiştir. Kararlılık analizi dinamik kararlılıkta hem uzunlamasına hareketi hem de
yanal hareketi kapsamaktadır. Bu analiz belirli bir durum için yapılmıştır. Bu
durumda F-4C uçağı deniz seviyesinde 230 ft/s hızında uçmaktadır.
Öncelikle, kararlılık türevleri yapılan ön araştırmada bulunan parametrelerle elde
edilmiştir. Sonra transfer fonksiyonları MATLAB yardımıyla elde edilmiştir ve
zaman cevapları bulunmuştur ve grafikler MATLAB’da çizdirilmiştir. Kararlılık
analizi için uzunlamasına hareket seçilmiştir. Bu analizlerden sonra, otopilot
modellemesi için eğim açısındaki değişimin elevator açısındaki değişime aktarım
fonksiyonunun zaman cevabı kullanılmıştır. Root-locus yöntemi kullanılarak bir
nokta seçilmiş ve kazanç sabiti elde edilmiştir. Sonra bu değer dış halka için
kullanılmıştır. Bütün bu hesaplamalar matris yöntemiyle yapıldığı için ve sonuçların
grafiklerde çizdirilip gösterileceği için uygun bir programlama dili olan MATLAB
kullanılmıştır.
F-4C hayalet savaş uçağı analizi için gerekli tüm bilgi Robert K. Heffley ve Wayne
F. Jewell tarafından NASA (Ulusal Havacılık ve Uzay Dairesi) için hazırlanmış
“AIRCRAFT HANDLING QUALITIES DATA” makalesinden alınmıştır. Bu tez
çalışması için F-4C hayalet uçağı seçilmiştir çünkü bu uçak Vietnam Savaşı’ nda
Birleşik Milletler Hava Kuvvetleri tarafından bombardıman uçağı ularak
kullanılmıştır ve günümüzde ise hala Türk Hava Kuvvetleri envanterinde
bulunmaktadır. Çok eski bir uçak olmasına rağmen yapılan modernizasyonlarla THK
tarafından kullanılması ilgi çekici ve araştırmaya değer bi konudur.
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1. INTRODUCTION
Figure 1.1 : F-4C Phantom Aircraft
In this thesis, stability analysis of F-4C phantom aircraft is performed by using
longitudinal equations. Longitudinal and lateral stability are analyzed and autopilot
modelling done. Before starting stability analysis, F-4C is introduced to the readers
with briefed information in terms of history, design and development process and
specifications. It is important to know in which date this aircraft was created, in
which wars it was used, which developments and modernizations have been applied
on it. After having enough general information about F-4C aircraft, it is necessary to
give information about two kinds of stability which are static and dynamics
stabilities. And then dynamic stability is explained in more details because this
concept should be examined more to understand stability analysis. Longitudinal and
lateral motions are explained before starting to obtain stability derivatives. In order to
perform stability analysis stability derivates should be obtained from the data which
was taken from pre-research sources. Stability analysis will be made only for one
condition as it was stated before. MATLAB programming language will be used as
the most appropriate analysis tool. It is important to state once again that the required
data for stability analysis was taken from a reliable source that named “AIRCRAFT
HANDLING QUALITIES DATA” by Robert K. Heffley and Wayne F. Jewell who
prepared for NASA. Algorithm codes are used to obtain stability derivatives. The
obtained derivatives are placed in state space models and results were obtained for
different modes which are called as short and long (phugoid) methods for
longitudinal dynamic stability while are called as Spiral, Roll, and Dutch Roll modes
for lateral dynamic stability. Finally, in order to perform autopilot modelling, time
response of the transfer function for the change in pitch angle to the change in
elevator angle is used.
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2. F-4C PHANTOM AIRCRAFT
F-4 Phantom was produced by McDonnell company for the Unites States Navy
(USN) in 1961. It is a long-range supersonic jet figther-bomber which has two seats
and two engines. This aircraft is a large fighter and can reach a speed of over Mach
2.2. It can carry about 20,000 pounds of weapons including air-to-air missiles air-to-
ground missiles, and variety of bombs. It has so many records of high speed and
high altitude in the wars.
The F-4 Phantom was used in Vietnam War by the Unites States Air Forces, Navy
and Marine Corps. It became an important weapon in the ground-attack missions.
This aircraft was also operated by 11 countries and used in other wars. Israel used
these aircrafts in Arab-Israel War and Iran used them in Iran-Iraq War. Since F-4
Phantom was created many years ago, this aircraft still serves in active service to
some countries which are Iran, South Korea, Greece and Turkey. F-4 Phantom was
also used against Islamic State militans in Middle East.
Figıre 2.1: A U.S. Navy F-4B bombing over Vieatnam, 25 November 1971
Figure 2.2 : Retired TURAF F-4E Phantom II, housed at the Istanbul Aviation
Museum
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2.1 Development
In 1952, McDonnell company started internal studies with United States Navy. Navy
was in a great need of new aircraft that can both attack to enemies and defend the
Navy. So Mcdonnel company devoloped an aircraft model which is shown figure
below.
Figure 2.3: The McDonnell F3H-G/H model, 1954
This figure shows the origins of F-4 aircraft. The Unites States Navy would order
these aircrafts but then they changed their minds after the upcoming Grumman
XF9F-9 and Vought XF8U-1 aircrafts. Because these aircrafts satisfied the needs and
fulfilled the expectations for supersonic fighter aircraft.
Figure 2.4: An F4H-1F aboard an aircraft carrier, April 1960
McDonnell company did not stop development process and designed another
prototype which is called XF4H-1. This prototype was designed to have a capacity of
carrying four radar-guided missiles named AAM-N-6 Sparrow III. It has two J79-
GE-8 engines which sat low section in the fuselage in order to satisfy more capacity
of internal fuel. The wings were designed in a way to improve control at high angle
of attacks and had a leading edge sweep of 45° and had blown flaps which satisfy an
advantage of handling in low speeds. 23° of anhedral was given the tailplane in order
to improve control at high angle of attack. In addition, air intakes has different kinds
of geometry rampts for regulating aitflow to the engines at supersonic speeds. To
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perform carrier missions, the landing gear was designed to withstand high loads and
AN/APQ-50 radar helped to maintain flight in all weather conditions.
Production process brought many upgrades for the radar, nose and canopy. After
upgrades F-4 has a larger radar antenna, sharper nose, and new canopy which was
rebuilt to improve pilot’s eyeshot for better visibility. And rear cockpit, second seat,
is made larger to prevent claustrophobia due to its narrow and small room. In many
years, more types of F-4 Phantom was produced and began to operated in variety of
different operations.
2.2 Design
The F-4 Aircraft was designed as tandom-seat for two people. It is a fighter-bomber
as a interceptor which was operated in the United States Navy. Its main role was to
defend the Unites States Navy fleet against enemy aircrafts. It has maximum takeoff
weight over 60,000 lb, has a top speed of 2.2 Mach, climb rate over 41,000 ft/min. It
has 9 external hardpoints that can carry heavy weapons about 20,000 pounds. These
weapons are air-to-air and air-to-surface missiles. F-4 was designed without an
internal cannon as other interceptor aircrafts.
Figure 2.5: Iran Air Force F-4 Phantom II refueling through a boom in Iran-Iraq
War, 1982
2.3 Specifications
Figure 2.6: Three side views of the F-4E/F
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F-4 Phantom II specifications were shown in two tables below which are general
characteristics and perfomance data of this aircraft.
Crew 2
Length 63 feet 0 inch
Height 16 feet 5 inch
Wing area 530 square feet
Wingspan 38 feet 5 inch
Airfoil NACA 0006.4–64 root, NACA 0003-64
tip
Aspect Ratio 2.77
Maximum takeoff weight 61,795 lb
Maximum landing weight 36,831 lb
Empty weight 30,328 lb
Gross weight 41,500 lb
Fuel capacity
1,994 US gal internal, 3,335 US gal with
2x 370 US gal external tanks on the outer
wing hardpoints and either a 600 or 610
US gal tank for the center-line station.
Powerplant
2 × General Electric J79-GE-17A after-
burning turbojet engines, 11,905 lbf thrust
each dry, 17,845 lbf with afterburner
Table 1.1 F-4 Phantom II General Characteristics
Cruise speed 510 knots
Maximum speed Mach 2.23, 1,280 knots at 40,000 feet
Combat range 370 nmi
Ferry range 1,457 nmi
Service ceiling 60,000 feet
Rate of climb 41,300 ft/min
Wing loading 78 lb/sq feet
Lift-to-drag ratio 8.58
Thrus-to-weight ratio 0.86 at loaded weight, 0.58 at maximum
takeoff weight
Takeoff roll 4,490 feet at 53,814 lb
Landing roll 3,680 feet at 36,831 lb
Table 1.2 F-4 Phantom II Performance Characteristics
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3. INTRODUCTION TO STABILITY
Initially, it is important to know and understand what stability means in flight
mechanics. Stability is the natural tendency of an aircraft to return to its equilibrium
position after having any disturbance. Atmospheric events or pilot’s actions may
cause disturbance. For example, turbulent air or wind gradients are atmospheric
events that are seen and experienced by pilots frequently. Hence, it is so critical to
maintain stability of aircraft after any disturbances.
Stability can be satisfied with manually by pilot’s commands but this is not enough
and safe method. Because it will be difficult and fatiguing for pilot to keep aircraft
stable after each time aircraft gets disturbed. So there must be an automatic control in
aircraft that will make it easier to keep aircraft in stable position. This automatic
control is satisfied by flight control systems that are placed to aircrafts. Stability
Augmentation System (SAS) is an example for a flight control system. This system
actuates the aircraft flight controls in order to dampen out the disturbance because
artificial damping is needed.
Stability control is important for aircraft’s perfomance. Aircraft with poor stability
control causes poor handling qualities and poor handling qualities will result poor
and weak flight performance which can be dangerous for pilot’s life and aircraft.
Regardless how aircraft is designed perfecly, flight performance will be achieved by
good stability control. Hence, stability and control studies on good handling in every
condition that aircraft is going through and how control systems are designed in
order to achieve best flight perfomance for aircraft. In the next chapters, static
stability and dynamic stability will be explained in detail.
3.1 Static Stability
In earlier chapter, stability is defined as the natural tendency of an aircract to return
its equilibrium position after having a disturbance. Static stability means when a
system perturbed it gives an instantaneous response which is a statically stable
system will firstly move back towards its equilibrium position. There are three types
of static stability which are positive, neutral and negative stabilities.
An aircraft that has positive static stability tends to return its equilibrium altitude
when it has perturbation. Let’s assume that an aircraft is flying in an specific altitude
and it hit some turbulance. As a result of turbulence the nose pitches up. And then
the nose lowers and move back towards to its original altitude with the help of
automatic control systems in aircraft.
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Figure 3.1: Positive Static Stability
On the other hand, an aircraft that has neutral static stabiliy tends to stay in its new
altitude after having perturbation. So it means there is no tendency to return its
equilibrium point. For example, if aircraft hits turbulence and the nose pitches up at
some degrees, aircraft will stay at that degrees.
Figure 3.2: Neutral Static Stability
Finally, an aircraft that has negative static stability tends to maintain moving away
from its original altitude after having perturbation. For example, if aircraft hits
turbulence and the nose pitches up, after aircraft will maintain the moving away and
continue to pitch up. In most of aircrafts, this situation is undesirable.
Figure 3.3: Negative Static Stability
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Static stability is very important matter in aircrafts. Some aircrafts are designed to be
very stable. For example commercial aircrafts. Because in these type of aircrafs
maneuver is not desired. The purpose of aircraft performance determines the required
properties. If stability is increased, aircraft will flight safer and stable. But this is not
a desired property for fighter jets. These aircrafts need high manuevering skills.
Hence, their designs tend to be very unstable.
3.2 Dynamic Stability
Dynamic stability means how an aircraft responds over time after it is disturbed from
its equilibrium state. In dynamic stability not only initial tendancy, but also the
amplitudes of the response due to disturbance decay in finite time to return its
equilibrium state. But it is important to point out that if an aircraft is statically stable,
it does not mean that it will also automatically satisfy dynamic stability. However, a
system must be statically stable in order to be dynamically stable. There are three
types of dynamic stabilities which are positive, neutral and negative dynamic
stabilities.
Aircraft that has positive dynamic stability has oscillations that dampen out over
time. For example, if an aircraft is trimmed for level flight and pilot pull back on the
yoke and leave it free, the nose will instantenously begin pitching down. How much
pilot pitched up the nose initially will effect how much the nose will pitch down and
then pitch will nose up again over time but this will be less than pilot’s intial control
input. The pitching will end over time and aircraft will return back to its original
state.
Figure 3.4: Positive Dynamic Stability
Aircraft that has neutral dynamic stability has oscillations that never dampen out. For
example, if a neutrally dynamic stable aircraft is pitched up, aircraft will nose down
and then nose up again. And the oscillations will contunie in this status if pilot does
not change this situation. In theory, this situation can last forever.
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Figure 3.5: Neutral Dynamic Stability
Finally, aircraft that has negative dynamic stability has oscillations that goes unstable
over time if pilot does not control it. For example if an aircraft has a negative
dynamic stability, it has pitch oscillations that will be amplified more over time.
Figure 3.6: Negative Dynamic Stability
So far, the types of static stability and dynamic stability are explained in detail with
the help of figures. As a result, the type of aircraft and its purpose determines which
stability type is used for that aircraft. For example, stable aircrafts such as Cessna
training aircraft and commercial aircrafts are designed to be statically and
dynamically stable. Because in these type of aircrafts, it is important to get trim point
easily for safe flight. However, fighter jets such as F-4 and F-16, they are designed to
be unstable. Because in these type of aircrafts high maneuverability is desired.
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4. LONGITUDINAL MOTION
The motion of an aircraft in flight process has tree translation motions which are
vertical, horizontal and transverse motions and three rotational motions which are
pitch, yaw, and roll motions. To analyze aircraft motion in flight, rigid-body
equations of motion are used in order to simplify the complexity of the flight process.
There will be two assumptions to be done. In first assumption, aircraft will make
small deviations from its equilibrium flight state. In second assumption, equations of
motion will be divided into two groups in order to analyze motion of the aircraft.
Longitudinal equations consist of the X-force, Z-force, and pitching moment
equations while lateral equations consist of the Y-force, rolling and yawing moment
equations.
The parameters of oscillation motions are the period of time which is needed for one
complete oscillation and the time which is needed to damp to half-amplitude or the
time to double the amplitude (for a dynamically unstable motion). The longitudinal
motion consists of two different types of oscillations. These are short-period
oscillation which is called as the short-period mode and long-period oscillation
which is called as the phugoid (long) mode. In phugoid mode, air-speed, pitch angle,
and altitude vary in a large amplitude. However, angle-of-attack doesn’t vary in a
large-amplitude like other parameters, on the contrary there is almost no variation.
When aircraft is perturbed it re-establishes itself to go back towards its equilibrium
flight condition. This process happens slowly in phugoid mode so inertia forces and
damping forces are very low. In this case, the oscillation usually is controlled by
pilot and this period lasts from 20 seconds to 60 seconds.
Figure 4.1: The long-period (phugoid) mode
In short-period, oscillations are usually heavily damped with a period of a few
seconds. In this motion, aircraft is pitching rapidly about the center of gravity and
angle of attack variation is seen. The time to damp the amplitude to one-half of its
value only takes a second.
Figure 4.2: The short-period mode
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4.1 Longitudinal approximations
Longitudinal approximations will be done according to assumptions that are
mentioned before. Before starting approximations, it will be helpful to consider that
long-period can be referred as an interchange of potential and kinetical energy in
terms of equilibrium altitude and airspeed. Long-period is designated by an angle of
attack that does not change. In this case, analysis will start with neglection. As it is
seen in the equation below, momentum equation is neglected and due to no variation
in angle of attack, AoA will be zero.
Homogenous longitudinal state equation takes this state according to assumptions
made above:
* + [
] * θ+
When equality is solved, eigenvalues of the long-period approach are found:
| |
or
|
|
Expanding this determinat gives
or
[ √
]
The frequency and damping ratios expressions are obtained as
√
√
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The forward speed and the lift to drag ratio are inversely proportional to the
frequency of oscillation and the damping ratio, respectively. The phugoid damping
decreases as the aerodynamic efficiency (L/D) increases, as we can see from this
approximation. When pilots fly an airplane under visual flight rules, the phugoid
damping and frequency will differ a lot, but they will always find the plane to be safe
to fly. Low phugoid damping, on the other hand, can become very objectionable if
they are flying the plane under instrument flight rules. The lift to drag ratio of the
airplane will have to be reduced to increase the damping of the phugoid motion.
Since such a choice would decrease the airplane's output, the designer would reject it
and look for another option, such as an automatic stabilization system to provide the
proper damping characteristics.
4.2 Short-Period Approximation
In short-period approximation, will be assumed in order to obtain short
period mode of motion. In this case, the longitudinal state space equation yields
[ ] [
] [ ]
Using the relationship, this equation can be written in terms of the angle of attack.
By using following formula, derivatives can be replaced due to and with
derivatives due to and . The derivative is defined as is
( )
It also can be shown as
The state equations for the short period approximations can be rewritten as by using
these expressions
[ ]
[
]
[ ]
When equality is solved, eigenvalues of the short-period approach are found:
| |
which yields
Page 29
13
[
( )]
Characteristic equation is obtained from the determinant obtained above
( )
The roots are obtained from the characteristic equation,
(
)
[(
)
( )]
Damping and frequency can be expressed as:
[( )]
(
)
Page 30
14
5. STABILITY OF F-4C PHANTOM AIRCRAFT
Before starting stability analysis of F-4C, it will be useful to give more information
about this aircraft. The F-4C is a tactical fighter of the United States Air Forces
whose primary role is to engage in all-weather air-to-air missile combat. Ailerons in
conjunction with spoilers on a swept wing provide lateral control. Longitudinal
stability and control are provided by a swept stabilator. A conventional fin-rudder
configuration is used to provide directional stability and control. Complete span
leading edge flaps and inboard plain trailing edge flaps, combined with blowing-type
boundary layer control (BLC), minimize landing speed. When a complete flap
deflection occurs, boundary layer control is automatically induced.
Figure 5.1: F-4C General Arrangement
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15
Figure 5.2: Flight Conditions of F-4C
Page 32
16
Aircraft F-4C
W
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
[ ]
Table 5.1: Stability and Inertia Characteristics of F-4C
Page 33
17
5.1 Stability Derivatives
By using data given of Stability and Inertia Characteristics of F-4C in table 1.1,
dimensional longitudinal stabillity derivatives are determined in the following
calculations. The dynamic pressure Q and the following equations are
(
) ( )( )
( )( )
( )( )
( )( )
( )( )
( )( )
( )( )
[ ( )( )]( )
( )( )
( )( )
[ ( )( )]( )
( )( )
( )( )
( )( )
( )( )
( )( )
( )( )
( )( )
Page 34
18
( )
( )( )
( )( ) (
( )( ))
( )( ) (
( ))
( ) (
( ))
( )( )
( )( )
( )( )
Page 35
19
( )( ) (
)
( )( ) (
)
( )( ) (
)
( )( ) (
)
Page 36
20
5.2 Longitudinal Motion
In this section, short-period dynamics and long-period dynamics are determined.
5.2.1 Short-Period Dynamics
The equation with control input from the elevator in state space form is written as
[ ]
[
]
[ ]
[
]
[ ]
Propulsion system control is neglected and Laplace transform of this equation yields
( ) ( ) ( )
( )
( ) ( ) [ ( )] ( ) (
)
Dividing equations by ( ) algebraic equations are obtained
( ) ( )
( ) ( )
( )
( ) ( )
( ) [ ( )]
( )
( )
Solving these equations with Cramer’s rule yields
Page 37
21
( )
( ) ( )
( )
|
( )
|
|
( ) ( )
|
From the shorthand notation to express function polynomials
( )
( ) ( )
( )
The transfer function for the change in pitch rate to the change in elevator angle is
shown as
( )
( ) ( )
( )
|
( )
|
|
( ) ( )
|
or
( )
( ) ( )
( )
The transfer function for the change in angle of attack to the change in elevator
angle:
( )
( )
( )
( ) ( )( )
(
)
( )( )
( )
The transfer function for the change in pitch rate to the change in elevator angle:
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22
( )
( ) (
)
( )
( ( )
) ( )
( )
(
)
( )( )
( )
5.2.2 Long-Period Dynamics
The state space equation is given for the long-period approximations
* + [
] * + [
] [
]
Laplace transformation of this equation is
( ) ( ) ( ) ( ) ( )
( ) ( )
( )
( )
By setting ( ) to 0 and solving transfer functions
( ) ( )
( )
( )
( )
( )
( )
( )
( )
then it yields
( )
( )
|
|
|
|
similarly
( )
( )
|
|
|
|
Page 39
23
equation is obtained. The transfer function for the change in velocity to the change in
elevator angle:
( )
( )
( )( )
( )( )
The transfer function for the change in pitch angle to the change in elevator angle:
( )
( ) (
)
(( )( )
)
( )( )
5.3 Lateral Motion
In this section roll dynamics and dutch roll approximation are determined.
5.3.1 Roll Dynamics
Figure 5.3: Roll motion
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24
The transfer function ( ) ( ) and ( ) ( ) can be obtained by taking
the Laplace transform of the roll equation:
( ) ( ) ( )
The transfer function for the change in roll rate to the change in aileron angle:
( )
( )
( )
The transfer function for the change in roll angle to the change in aileron angle:
( )
( )
( )
[ ( )]
5.3.2 Dutch Roll Approximation
Figure 5.4: Dutch Roll Motion
The approximate equations are given for the final simplified transfer function of
Dutch roll motion
[ ] [
(
)
] * + [
] [
]
Taking the Laplace transform yields
(
) ( ) (
) ( )
( )
( ) ( ) ( ) ( ) ( )
Page 41
25
By setting ( ) and ( ) to 0 and solving equations, transfer functions are
obtained as follows:
(
) ( )
( ) (
) ( )
( )
( )
( ) ( )
( )
( )
Solving for transfer function yields
( )
( )
|
|
|
|
( )
( )
|
|
|
|
( )
( )
|
|
|
|
( )
( )
|
|
|
|
The transfer function for the change in sideslip angle to the change in rudder angle:
( )
( )
( )( ) ( )( )
( ) ( )( )
( )( )
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26
The transfer function for the change in yaw rate to the change in rudder angle:
( )
( )
( )( ) ( )( )
( ) ( )( )
( )( ) ( )( )
The transfer function for the change in sideslip angle to the change in aileron angle:
( )
( )
( )( )
( ) ( )( )
( )( ) ( )( )
The transfer function for the change in yaw rate to the change in aileron angle:
( )
( )
( )( )
( ) ( )( )
( )( ) ( )( )
Page 43
27
5.4 Longitudinal Motion Modes
[
]
[
( )( ) ( )( ) ( )( )
]
[
]
The eigenvalues can be determined by finding eigenvalues of the matrix A:
| |
The resulting characteristic equation is obtained by using MATLAB
The solution of the characteristic equation yields the eigenvalues:
( ) ( )
( ) ( )
When comparing the responses of the short and phugoid modes, it is clear that the
short period mode is indeed heavily damped, but the phugoid mode is just lightly
damped. Despite the phugoid mode's light damping, it rarely causes problems for the
pilot since its time scale is long enough that minor control inputs may compensate
for disturbance-induced excitation of this mode. Short mode and phugoid mode
approximations were also used to produce transfer functions.
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28
5.5 Lateral Motion Modes
[
(
)
]
[
]
[
]
The eigenvalues can be determined by finding eigenvalues of the matrix A:
| |
The resulting characteristic equation is obtained by using MATLAB.
The solution of the characteristic equation yields the eigenvalues:
( ) ( )
( )
( )
The Dutch Roll mode is represented by the first pair of roots, whereas the rolling and
spiral modes are represented by the real roots. To put it in perspective, the period of
the Dutch Roll mode is on par with the longitudinal short period mode, but it is much
more lightly damped.
A typical aircraft's response to lateral and directional disturbances is composed of
two exponential modes and one oscillatory mode, as seen below:
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29
A heavily damped rolling mode whose time to damp to half amplitude is mostly
determined by the roll damping ;
A spiral mode that is usually only lightly damped, if at all, and is potentially
unstable. For this mode, the dihedral effect has a significant stabilizing factor,
whereas stability is destabilizing;
The Dutch Roll mode, which consists of a coordinated yawing, rolling, and side
sliding motion, is a lightly damped oscillatory, intermediate frequency mode. The
dihedral impact is often destabilizing in this mode, whereas stability is stabilizing..
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30
6.TIME RESPONSES
( )
( )
Figure 6.1: Time response of the transfer function for the change in angle of attack
to the change in elevator angle
( )
( )
Figure 6.2: Time response of the transfer function for the change in pitch rate to the
change in elevator angle
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31
( )
( )
Figure 6.3: Time response of function for the change in velocity to the change in the
transfer elevator angle
( )
( )
Figure 6.4: Time response of the transfer function for the change in pitch angle to
the change in elevator angle
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7. ROOT LOCUS ANALYSIS METHOD
Before modelling autopilot, it is necessary to explain the importance of the root locus
method. Root locus analysis is a graphical tool for studying how the roots of a
system vary with adjustment of a system parameter, most frequently a gain in a
feedback system, in control theory and stability theory. This is a technique developed
by Walter R. Evans and used as a stability criterion in the field of classical control
theory to determine the system's stability.
The root locus of a feedback system is the graphical representation of the possible
positions of its closed-loop poles for various values of a system parameter in the
complex s-plane. The angle condition, which is a constraint in mathematics that the
locus of points in the s-plane on which a system's closed-loop poles reside satisfies
this condition, is satisfied by the points that make up the root locus. And then the
magnitude condition, which is a constraint satisfied by the locus of points in the s-
plane where a system's closed-loop poles are located, can be used to get the value of
the parameter for a certain point on the root locus. If to summarize, root locus gives
the answers of the questions; what happens when the gain of the controller changes,
will the system be stable and will the response change? Questions of these answers
will be answered in next chapter when autopilot modelling is done.
Figure 7.1: A root locus analysis done in MATLAB
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8. AUTOPILOT MODELLING
An autopilot system controls aircraft without requiring pilot’s constant manual
control but it does not mean that autopilot replace the pilots. Autopilot system assists
the pilot in operating control of aircraft. In this way, pilot can focus on other
operations such as weather and on-board systems.
Figure 8.1: An autopilot control panel used in World War II
In the figure above an old type of autopilot model is seen which is used in World
War II. This autopilot system helped pilots of United States Arm Air Corps aircrafts
on a true heading and altitude for many hours. The autopilot system was further
developed and control algorithms and hydraulic servomechanicsms were improved.
Radio-navigation was added to this system in order to have capability of flying in the
night and in bad weather conditions. And developments were maintained to gain an
ability of takeoff and landing completely under the control of autopilot system.
Modern autopilots include computer software systems in order to control the aircraft.
Aircraft’s current position is read by the software and then aircraft is guided by a
flight control system. Here you see in the figure below an modern autopilot control
system.
Figure 8.2: The modern autopilot control system of Airbus A340
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The pitch displacement autopilot system of F-4C was designed and shown in the
figure below. Autopilot with and inner and outer loops is
Figure 8.3: Pitch displacement autopilot system of F-4C
The root locus transfer function for the inner loop is given below
(
) (
)
The inner-loop root locus is
Figure 8.4: Root locus of inner loop
was selected for the inner loop. The closed-loop system for the inner loop
is
(
)
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35
The block diagram for the system with the value of can be shown as
Figure 8.5: The block diagram with the value of
After getting the block diagram, a value will be determined. Hence, required
root locus transfer function for the outer loop is given as
Then the outer-loop root locus is
Figure 8.6: The root locus of outer loop
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Figure 8.7: Zoomed version of Figure 8.6
was selected for the closed loop transfer function so autopilot can be
written as
( )
( )( )( )
And then the pitch displacement autopilot with the value of and
can be shown as
Figure 8.8: The block diagram with the value of and
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, the unit step, was put in order to get the response of
Figure 8.9: The time response of
In the figure above time response of is shown. This graphic can be changed with a
lead-compensator if time response is desired to be improved.
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9. CONCLUSION
In this graduation project, stability analysis and autopilot modelling of F-4C aircraft
was aimed and done with the help of MATLAB. F-4C was chosen for this project
due to its importance in history. This aircraft was used in important wars by many
countries. More importantly, although this aircraft is old and out of service in many
countries, Turkey has been still using this aircraft with the new developments and
modernizations. It has been serving well for the Turkish Air Force in the operations
has been done in Middle East against terrorist groups and organizations.
The information which includes the required data for the stability analysis was taken
from a reliable source which is “AIRCRAFT HANDLING QUALITIES DATA” by
Robert K. Heffley and Wayne F. Jewell prepared for NASA (National Aeronautics
and Space Administration). After the data required for stability analysis was taken
from this source, stability derivatives were obtained for both, longitudinal and lateral
motions. In longitudinal motion of F-4C aircraft, the transfer function for the change
in angle of attack to the change in elevator angle and the transfer function for the
change in pitch rate to the change in elevator angle were found. On the other hand, in
the long-period dynamics, the transfer function for the change in velocity to the
change in elevator angle and the transfer function for the change in pitch angle to the
change in elevator angle were found. As a result, four different time responses were
found. This process was also done for lateral motion. For roll mode, the transfer
function for change in roll angle to change in aileron angle was found, as well as the
transfer function for change in roll angle to change in aileron angle. In addition, four
separate transfer functions for Dutch-Roll dynamics were obtained. And then the time
responses for both motions, characteristic equations and eigenvalues for various modes
were calculated. With the help of MATLAB, graphics of time responses for lateral
motion were plotted by using the transfer function found.
Finally, modelling autopilot system was done. The time response of the transfer function
for pitch angle change to elevator angle change was used. Gain value was selected for
the inner root locus and then was put in the block diagram. An outer-loop was obtained
in this manner, and then the aircraft's time response graph for this transfer function was
obtained. According to analysis, stability of F-4C was observed to be very low because
F-4C is fighter jet plane and in this aircraft low stability was desired in order to have
high maneuvrability and controllability.
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REFERENCES
[1] Jafarov E., Lecture Notes, Istanbul Technical University, 2006.
[2] Nelson,R. Flight Stability and Control, 2nd Ed.
[3] Yechout T.R., Morris S.L., Bossert D.E., and Hallgren W.F. Introduction to
Aircraft Flight Mechanics: Performance, Static Stability, Dynamic Stability, And
Classical Feedback, AIAA, 2003.
[4] Heffley, R. K.; and W. F. Jewell. Aircraft Handling Qualities Data. NASA CR-
2144,
December 1972.
[5] Hull D.G., Fundamentals of Airplane Flight Mechanics, Springer, 2007.
[6] Roskam J., Airplane Flight Dynamics and Automatic Controls, Roskam Aviation
and Engineering Corporation, 1979
[7] Hull D.G., Fundamentals of Airplane Flight Mechanics, Springer, 2007.
[8] Kosar, Durmaz, Jafarov, Longitudinal Dynamics Analysis of Boeing 747-400
(WSEAS proceedings).
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40
APPENDICES
APPENDIX A Codes of determining eigenvalues
APPENDIX B Codes of determining time responses
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APPENDIX A
%Longitudinal characteristic equation and eigenvalues
A = [-0.058032239 0.043164476 0 -32.2; -0.219419417 -
0.306707579 230 0; 0.000138297 -0.001671324 -0.450157794
0; 0 0 1 0];
charpoly(A) %Characteristic equation
e = eig(A) %Eigenvalues
%Lateral characteristic equation and eigenvalues
A = [-0.078535365 0 -1 0.14; -8.043680031 -1.179004413
0.888587885 0; 1.835527350 -0.010080161 -0.248127043 0; 0
1 0 0];
charpoly(A) %Characteristic equation
e = eig(A) %Eigenvalues
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42
APPENDIX B
% Time response of the transfer function for the change
in angle of attack to the change in elevator angle
title('Step Response')
% Time response of the transfer function for the change
in pitch rate to the change in elevator angle
title('Step Response')
% Time response of function for the change in velocity to
the change in the transfer elevator angle
title('Step Response')
num=[-0.028776317 -1.417915941]
den=[1 0.756865373 0.522471373]
sys=tf(num,den)
step(-0.1*sys)
ylabel('Angle of Attack')
num=[-1.404962057 -0.419850763]
den=[1 0.756865373 0.522471373]
sys=tf(num,den)
step(-0.1*sys)
ylabel('Pitch Rate')
num=[-0.926597409]
den=[1 0.058032239 0.030718718]
sys=tf(num,den)
step(-0.1*sys)
ylabel('Velocity’)
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43
% Time response of the transfer function for the change
in pitch angle to the change in elevator angle
title('Step Response')
% Root locus of inner loop for autopilot modelling
h = tf([0.28776317 0.01669954],[1 10.058032239
0.611041108 0.30718718]);
num=[0.028776317 0.001669954]
den=[1 0.058032239 0.030718718]
sys=tf(num,den)
step(-0.1*sys)
ylabel('Pitch Angle')