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Internship Report
Internship Report
Internship Report
INTERNSHIP REPORT
AT
ROTARY WING RESEARCH AND DESIGN CENTRE(RWRDC)
Submitted By:
SHUBHAM KUMAR JHA(1MV19ME058)
B. Tech Third Year
ACKNOWLEDGEMENTS
I am very grateful and would like to appreciate all the people who helped me to
complete my training as the knowledge I gained during this period was immense. I
also offer a very special thanks to “HAL, HELICOPTER DIVISION” forgiving me such a
golden opportunity of grateful stay in its industry as a trainee. I would like to
express my deepest sense of respect to Mr. P MUEEN AHAMADULLA KHAN,
MANAGER GTC, RWRDC & Mr. V RAJESH, GTC, RWRDC, for all their constant
support, guidance, encouragement and advice during the training I hope that I can
build upon the experience and knowledge that I have gained and make some
valuable contributions to the society in the coming future
DECLARATION
I, SHUBHAM KUMAR JHA, student of sixth semester,
Bachelors of Technology in Mechanical Engineering,
Sir M. Visvesvaraya Institute of Technology, declare
that the Internship Report is submitted in partial
fulfilment for the award of Bachelors of Technology in
Mechanical Engineering in Sir M. Visvesvaraya Institute
of Technology, Bengaluru during the
academicyear2021-2022
CONTENTS
1. Introduction
2. History of H.A.L.
3. History of Helicopter Division
4. Objectives & strategies
5. Organization structure
6. Divisions of H.A.L.
7. Products of H.A.L.
8. Different Helicopters
9. General Helicopter Structure
10. Helicopter engine starting system
11. How does a helicopter stay in the air?
12. How does a helicopter hover and steer?
INTRODUCTION
HISTORY OF HAL
Hindustan Aeronautics Limited (HAL) is an Indian state-owned aerospace and defence company
based in Bangalore, Karnataka. It is governed under the management of the Indian Ministry of
Defence.
The government-owned corporation is primarily involved in the operations of the aerospace
industry. These include manufacturing and assembly of aircraft, navigation and related
communication equipment and airports operation.
HAL built the first military aircraft in South Asia. It is currently
involved in the design, fabrication and assembly of aircraft, jet
engines, helicopters and their spare parts. It has several facilities
spread across India.
The locations where the manufacturing plants are operated by HAL
include Nasik, Korwa, Kanpur, Koraput, Lucknow, Bangalore and
Hyderabad. The German engineer Kurt Tank designed the HF-24
Marut fighter-bomber, the first fighter aircraft made in India.
Hindustan Aeronautics has a long history of collaboration with
several other international and domestic aerospace agencies such as Airbus, Boeing, Lockheed
Martin, Sukhoi Aviation Corporation, Elbit Systems, Israel Aircraft Industries, RSK MiG, BAE
Systems, Rolls-Royce plc, Dassault Aviation, MBDA, EADS, Tupolev, Ilyushin Design Bureau,
Dornier Flugzeugwerke, the Indian Aeronautical Development Agency and the Indian Space
Research Organisation.
HAL was established as Hindustan Aircraft in Bangalore in 1940 on 23 Dec 1940. Hindustan
Aircraft Company was duly incorporated under the Mysore Companies Act as a private Ltd
Company. Walchand–Tulsidas-Khatau Ltd was the Managing agency. It first directors were: Mr.
Walchand Hirachand, Chairman, Mr. Tulsidas Khilachand, Mr. Dharmsey Mularaj Khatau,
Mr.A.N. Raghavachar (Mysore State Representative), Mr. Venkatanaranappa (Mysore State
Representative). Company’s office was opened at a bungalow called "Eventide" on Domlur
Road. The initiative was actively encouraged by the Kingdom of Mysore, especially by its Young
Maharaja, H.H. Jayachamarajendra Wadiyar and the Diwan, Sir Mirza Ismail. Walchand had fist
approached shareholders of his own company - The Scindia Steam Navigation Company Ltd for
diversifying but was refused. Then he wrote to the Rulers of Baroda, Gwalior and Bhavanagar
without success. Only Maharaja of Mysore responded favourably by agreeing to invest 25 lakhs
and gave initial 700 acres of land free.
Helicopter Division was established in July 1970. The division manufactures single engine as well
as twin engine helicopters to cater the growing needs of the market. Helicopter Division
manufactures Rudra, Dhruv, Cheetah, Chetak, Cheetal & Lancer helicopters. The division is
supported by the co-located R&D centre – Rotary Wing Research & Design Centre (RWR&DC).
The MRO division caters to the Maintenance, Repair & Overhaul activities of helicopters. The
Rotory Wing Academy focuses on training of pilots. HAL started manufacturing of helicopters in
1962, by entering an agreement with M/s SUD-AVIATION (Presently M/s EUROCOPTER, France)
for production of Aloutte III helicopters. (Chetak). The first Chetak (Aloutte III) in ‘Fly Away’
condition delivered in 1965. License agreement for production of Cheetah (LAMA SA 315-B)
signed with M/s SNIAS (presently M/s, Eurocopter) in 1970. First Cheetah manufactured from
raw materials was delivered in 1976-77. In 1990s, HAL has developed a light attack helicopter
“Lancer”. The basic structure of the lancer is derived from reliable and proven Cheetah
helicopter. The helicopter has bullet proof front panels. Gun cum Rocket pod one each (70 mm
Rocket+12.5 mm Gun) fitted on either side. An optical sight has been fitted for accurate firing.
The Cheetal helicopter is a re-engined variant of Cheetah helicopter. The Cheetal helicopter set
the world record of world’s highest landing at ‘Saser Kangri’ of Himalayas in 2006. HAL
Helicopter division has successfully manufactured 600 Single Engine helicopters. HAL achieved
self-reliance in design, developing & manufacturing of twin engine Advanced Light Helicopter
“Dhruv”. Dhruv is a multi-role, multi mission all weather helicopter in the 5.5-ton category. The
indigenously designed twin engine helicopter started series production during 2001-2002. The
division is accredited with AS 9100 C & ISO 14001:2004 certifications. The division is also
approved by Directorate General of Civil Aviation (DGCA) for CAR 21, CAR 145 & CAR M
certifications. HAL with the proven track record of manufacturing more than 700 helicopters,
the helicopter division has expanded its design, developing & production range by
manufacturing new helicopters like Weapon System Integrated (WSI) version of Dhruv
(Christened as “Rudra”), Light Combat Helicopter (LCH) and Light Utility Helicopter (LUH).
DIFFERENT HELICOPTERS
HELICOPTERS AT HAL:
CHEETAH
Technical Parameters
Length 12.91 m
Width 2.38 m
Height 3.09 m
MTOW 1950 kg
Cruise Speed 192 Km/h
Range 560 km
Endurance 3.10 hr
No. of Passengers 3+2
HAL signed license agreement for Cheetah with M/s SNIAS in 1970. First Cheetah
manufactured from raw materials was delivered in 1976-77.
Till date, HAL has produced and sold more than 275 of these versatile Helicopters which are
in service both in India and abroad. Recently, HAL has received orders for Cheetah
helicopters from MoD Namibia.
CHEETAL
Cheetal is the re-engined version of the Cheetah helicopter. The project initiated during
2002 and aimed to enhance high altitude operational capabilities and maintainability as
well as to provide a mid-life upgrade for safe & reliable operations.
Artouste-IIIB engine of Cheetah was replaced with the modern fuel efficient
TM333–2M2 engine with FADEC for better performance. In addition, an automatic
Backup Engine Control system (EBCB) is equipped with engine.
Salient features:
Quicker start-up and easier re-light procedure.
Improved reliability and easier handling of engine.
Higher thermal margins resulting in better climb performance at high altitudes.
Lower noise levels.
Lower specific fuel consumption (SFC) provides - Higher payload, better range
and Increased Endurance
Cheetal has been designed to incorporate upgraded features such as light weight
electrically driven Artificial Horizon, Directional Gyro, Flight Monitoring System
(FMS), Cockpit Voice Recorder (CVR), Modular Warning Lights, Master Flasher
Warning and modern electrical system.
HAL has delivered 1st production batch of 10 Cheetal helicopters and in operation by
Indian Air Force at LEH region. Helicopter is in production for other operators.
Technical
Parameters
Length 12.92 m
Width 2.38 m
Height 3.09 m
MTOW 1950 kg
Cruise Speed 192 Km/h
Range 640 km
Endurance 3.50 hr
No. of Passengers 3+2
Advanced Light Helicopter (ALH- DHRUV)
Certification of the utility military variant was completed in 2002 and that of the civil
variant was completed in 2004. The deliveries of production series helicopters commenced
from 2001-02 onwards. A total of 117 Helicopters have been produced by Mar 2011
including 96 for the Indian Armed Forces.
The major variants of Dhruv are classified as Dhruv Mk I, MK II, MK III & Mk IV. The major
features of them are furnished below.
Power Plant
TM 333 – 2B2 (For Dhruv Mk-I and Mk-II) & ARDIDEN 1H1 (Shakti) (for Dhruv
Mk III & Mk IV). TM 333 – 2B2 (For Dhruv Mk-I & Mk-II)
Max. Power is 801 kW
HAL Supplied 7 Dhruv to Ecuadorian Air Force during 2009-2012. Dhruv has also
been supplied to Nepal Army & Mauritius Police.
More than 100 Dhruvs are operating with Indian Defence Forces. HAL is executing
an order for 159 Dhruv helicopters from Indian Army & IAF which is under supply.
Dhruv is also being operated by Civil customers such as ONGC, GSI, Government of
Jharkhand and para military force (BSF).
More orders for Dhruv expected from Defence, Civil & Export markets.
ALH Sarang
Sarang – the ALH (Dhruv) display team of Indian Air force formed in October 2003 with
the aim of showcasing professionalism of the Indian Air Force and giant leap by Indian
aviation industry. The word Sarang means peacock in Sanskrit and the team epitomizes
beauty and grace of peacock - the hallmark of its display.
As the word “Sarang” suggests, with the new role of display flying, the
team’s display aims to enchant its audience and embodies beauty and
grace. The “Sarang” helicopters have been painted in a unique paint scheme
which utilizes bright colours with a peacock form embossed on it. The team has carried out
numerous displays in India and abroad. The team has displayed its capability at prestigious
Air Shows at Aero India, Paris, Farnborough, Berlin, Al-Ain etc. The team has also
performed during various prestigious events such as Air Force Day, National Defence
Academy Passing Out Parade and other events of national and international significance.
The team displayed its skill and versatility with single cross, dolphin leap, double cross
etc. and weaved beautiful array in the sky. The team continuously strives to upgrade
and perform new profiles for each display.
LUH (Light Utility Helicopter)
Sanction for the development of LUH was accorded by GoI in Feb 09. The time frame for
development is 6 years.
The helicopter in 3 Ton Weight class with Glass Cockpit with MFDs will be deployed for
Reconnaissance and Surveillance role. It will be powered by a single engine. The
helicopter will be capable of flying at 220 Kmph; service ceiling of 6.5 Km and a range of
350 Km with 500 kg payload.
Glass Cockpit
Crash worthy under floor structure
Crash worthy fixed tricycle type with tail wheel landing gear
Canted flat panels for low Radar Cross Section
Integrated Dynamic System
Hinge less Main Rotor / Bearing less Tail Rotor
Anti-Resonance isolation system
Integrated Avionics and Display System (IADS)
IR Suppressor
20mm Gun, Rocket & Missiles
Technical Parameters
MTOW: 5.5 t
Max. speed: 265 Kmph
Range: 550 Km
Service Ceiling: 6.5 km
Climb rate: 5 m/s
Power Plant
SHAKTI engine (2 no.)
Power is 895 kW
GENERAL HELICOPTER STRUCTUER
The structures of helicopter are designed to give the helicopter its unique
flight characteristics. A simplified explanation of how a helicopter flies is that
the rotors are rotating aerofoils that provide lift similar to the way wings
provide lift on a fixed-wing aircraft. Air flows faster over the curved upper
surface of the rotors, causing a negative pressure and thus, lifting the aircraft.
Changing the angle of attack of the rotating blades increases or decreases lift,
respectively raising or lowering the helicopter. Tilting the rotor plane of
rotation causes the aircraft to move horizontally.
AIRFRAME:
FUSELAGE:
The two most common types of engines used in helicopters are the
reciprocating engine and the turbine engine. Reciprocating engines, also called
piston engines, are generally used in smaller helicopters. Most training
helicopters use reciprocating engines because they are relatively simple and
inexpensive to operate.
TURBINE ENGINES:
Turbine engines are more powerful and are used in a wide variety of
helicopters. They produce a tremendous amount of power for their size but
are generally more expensive to operate. In most applications, the exhaust
outlets simply release expended gases and do not contribute to the forward
motion of the helicopter. Because the airflow is not a straight-line pass
through as in jet engines and is not used for production, the cooling effect of
the air is limited. Approximately 75 percent of the incoming airflow is used to
cool the engine.
Power is provided to the main rotor and tail rotor systems through the
freewheeling unit which is attached to the accessory gearbox power output
gear shaft. The combustion gas is finally expelled through outlet. The
temperature of gas is measured at different locations and is referenced
differently by each manufacturer. Some common terms are: inter-turbine
temperature (ITT), exhaust gas temperature (EGT), or turbine outlet
temperature (TOT).
Figure 2.2 Many helicopters use a turboshaft engine to drive the
main transmission and rotor systems
TRANSMISSION
The transmission system transfers power from the engine to the main rotor, tail
rotor, and other accessories during normal flight conditions. The main
components of the transmission system are the main rotor transmission, tail rotor
drive system, clutch, and freewheeling unit. The freewheeling unit, or autorotative
clutch, allows the main rotor transmission to drive the tail rotor drive shaft during
autorotation. Helicopter transmission are normally lubricated and cooled with
their own oil supply. A sight gauge is provided to check the oil level. Some
transmissions have chip detectors located in the sump. These detectors are wired
to warning lights located on the pilot’s instrument panel that illuminate in the
event of an internal problem. Some chip detectors on modern helicopters have a
“burn off” capability and attempt to correct the situation without pilot action. If
the problem cannot be corrected on its own, the pilot must refer to the emergency
procedures for that particular helicopter.
Figure shows the transmission system in advanced helicopter.
The rotor system is the rotating part of a helicopter which generates lift. The
rotor consists of a mast, hub, and rotor blades. The mast is a cylindrical metal
shaft that extends upwards from and is driven, and sometimes supported, by
the transmission. At the top of the mast is the attachment point for the rotor
blades called hub. The rotor blades are then attached to the hub by any
number of different methods. Main rotor systems are classified according to
how main rotor blades are attached and move relative to the main rotor hub.
There are three basic classifications:
Semi rigid
Fully articulated
The simplest is the rigid rotor system. In this system, the rotor blades are
rigidly attached to the main rotor hub and are not free to slide back and
forth (drag) or move up and down (flap). The forces tending to make the
rotor blades do so are absorbed by the flexible properties of the blade. The
pitch of the blades, however, can be adjusted by rotation about the span
vice axes via the feathering hinges. [Figure 3]
Figure , the teetering hinge allows the main rotor hub to tilt, and the feathering
hinge
enables the pitch angle of the blades to change.
ANTITORQUE SYSTEM:
Ordinarily, helicopter have between two and seven main rotor blades. These
rotors are usually made of a composite structure. The large rotating mass of
the main rotor blades of helicopter produces torque. This torque increases with
engine power and tries to spin the fuselage in the opposite direction. The tail
boom and tail rotor, or antitorque rotor, counteract this torque affect.
Figure 2.7. Tail rotor designed to produce thrust in a direction opposite to that
of the torque produced by rotation of the main rotor blades. it is sometimes
called an antitorque rotor.
CONTROLS:
The controls of a helicopter differ slightly from those found in an aircraft. The
collective, operated by the pilot with the left hand, is pulled up or pushed
down to increase or decrease the angle of attack on all the rotor blades
simultaneously. This increases or decreases lift and moves the aircraft up or
down. The engine throttle control is located on the hand grip at the control
“stick” located between the pilot’s legs. It can be moved in any direction to tilt
the plane of rotation of the rotor blades. This causes the helicopter to move in
the direction that the cyclic is moved. As stated, the foot pedals control the
pitch of the tail rotor blades thereby balancing main rotor torque.
Figure 8 and 9 illustrate the controls found in a typical helicopter.
Figure 2.8. The collective changes the pitch of all rotor blades simultaneously and
STARTING ACCESSORIES:
Helicopter engine
Starter
Shutdown electro valve
Starting electro valve
Starting injector and cracking
Ignition component
Control switches and relays
DECU (Digital Electronic Control Unit)
1. Helicopter Engine:
III B (HAL Cheetah and Chetak), TM333-2B2 (Dhruv MkII), and TM333-2M2
(HAL Cheetal & Cheetah), Ardiden 1H1/Shakti (HAL Dhruv Mk III & Mk IV). The
figure 3.1 shows the HAL Shakti Turboshaft Engine and figure 3.2 shows the
working of turboshaft engine. The Power transmitted from engine to rotor
blade.
3. Fuel Supply:
During starting phase, the fuel supplied to the combustion chamber is based on
the following accessories:
This valve opens during engine shutdown and causes the differential
value to open and therefore the injection pressure drops closing the
pressurising valve in starting electro valve assembly and shut off the fuel
supply to the fuel injector’s manifold.
This valve closes, during the engine starting and enables fuel to reach
starting electro valve.
The avionic system technology is concerned with the development and use of
electronic devices for an aircraft.
Generally avionic system is defined as the system required for certain functions
like communication, navigation, identification, weather details, display, control,
recording, target acquisition and other weapon related applications.
Basic Avionics
Mission Avionics
The principle of operation of the system is line of sight propagation which is also known as
space wave propagation.
6. RADIO ALTIMETER
Radio altimeter is one of the navigational aids for measuring the altitude of the aircraft
with respect to the immediate terrain on which it is flying. The radio altimeter gives
accurate altitude information within .
Figure 4.5 RADIO ALTIMETER LRU'S INTERCONNECTION AND INTERFACES WITH ONTHER
SYSTEMS
BASIC PRINCIPLE OF RADIO ALTIMETER
Radio height is measured using the basic idea of radio ranging i,e measuring the elapsed
time between the transmission of electromagnetic wave and its reception after reflection
from the ground.
H= (1/2)(C.T)
C=3*10^8 m/sec.
a) Transceiver
b) Indicators
c) Antennae
Transceiver: it generates frequency modulated continuous waves in the ‘c’ band and emits
towards the terrain, the reflected signal will be received by the receiver and calculated the
height with the help of time modulation period by maintaining constant difference
frequency. Digital Indicator: it facilitates to read the radio height from the ground to 1500
mts.it also facilitates to select the pre-set decision height and given a visual indication of
glowing LED lamp, when the aircraft comes below the present decision height.
Antenna: This system has two antennas, one for transmission and other for reception of the
signals. The two antennas are connected to transceiver unit.
Two antennas are located at the bottom of tail boom.
Introduction:
The main purpose of the FDR/CVR is to acquire and record the essential flight data
and also voice data for the purpose of accident or incident prevention and investigation.
The FDR and CVR also contain an underwater locater device (UDL), which will transmit in
audible sound waves under the water to give the information of its location in case of
accidents under water.
Basic Principle:
It is a solid-state recorder.
It consists of the following LRU’s to record all the flight data and voice data.
1. Area mic (remote micro phone.
The joint development by Euro copter and ELT manufacturer Kannad of a new emergency
distress beacon for helicopters was recognized Thursday with an award presented during a
conference of industry, economic, and technology managers, entrepreneurs, and
agencies.
Innovative features of the Integra beacon include the first use of an internal GPS and an
integrated antenna for signal transmissions detected by search and rescue systems. When
activated manually - or automatically by immersion in water or as a result of high ‘g’ forces
on impact - ELTs transmit a distress signal which can be detected by non-geostationary
satellites and then located precisely by either or both of GPS trilateration and doppler
triangulation.
(a) (b)
Figure 4.8: a) The ELT Device, b) The connections for data acquisition.
Concerns:
Dedicated research made by the ATSB found that in accidents where ELTs did not work
effectively (or at all) their performance could be affected by:
not selecting the ELT activation to armed before flight
incorrect installation
flat batteries
lack of water proofing
lack of fire protection
disconnection of the co-axial antenna cable from the unit during impact
damage and/or removal of the antenna during impact
An aircraft coming to rest inverted after impact.
Another concern related to ELTs is that their batteries might cause fires (see example in the
A&I section below). This issue has begun to affect aircraft type certification of ELTs.
FUEL SYSTEM
The fuel system provides continuous supply of fuel to both the engines of the Helicopter
(one engine in the case of CHEETHAH and CHETHAK) under all conditions.
Generally, the fuel system consists of 3 main tanks and 2 supply tanks they are as follows:
ST-1, ST-2 is the supply tanks which supplies fuel to engine-1 and engine-2 through
prime pump-1 and prime pump-2. These prime pumps are known as Booster pumps.
If one prime pump failures, the other healthier prime pump can transfer fuel to
both the engines through ‘Fuel cross feed valve’.
Fuel transfer pumps and Prime pumps:
Two Fuel transfer pumps are installed in FMT and in MMT. And two Prime pumps are
installed in ST-1 and in ST-2.
XFR PMP MID: used to transfer fuel form MMT and ST’s.
The fuel transfer pumps and Prime pumps are electrical motor driven type.
It is located in equipment bay in each fuel feed line of the engine (two shunt off
valves one per engine)
Helicopters also make air move over airfoils to generate lift, but instead of having their
airfoils in a single fixed wing, they have them built into their rotor blades, which spin
around at high speed (roughly 500 RPM, revolutions per minute). The rotors are like thin
wings, "running" on the spot, generating a massive downdraft of air that blows the
helicopter upward. With skillful piloting, a helicopter can take off or land vertically, hover
or spin on the spot, or drift gently in any direction—and you can't do any of that in a
conventional plane.
A typical helicopter has thousands of intricate components, but we only need to worry
about a handful of the bigger bits. The main framework is called the fuselage and it's
typically made from strong but relatively lightweight composite materials. It contains one
or two engines, a transmission, and gearboxes, which power one or two main rotors and a
much smaller tail rotor at the back.
Artwork:
A quick summary of the essential, mechanical parts of a helicopter. Each rotor blade (1) is
connected to the hub (2) and rotating mast by a feathering hinge (3), which allows it to
swivel. A pitch link (a short rod) attached to each blade (4, orange) can tilt it to a steeper or
shallower angle according to the position of the rotating upper swash plate (5, blue), which
spins on bearings around the static lower swash plate (6, red). That's how a chopper hovers
and steers and it's described in more detail later in this article. The two swash plates are
moved up and down or tilted to the side by the pilot's cyclic and collective cockpit controls
(not shown), which are explained below. The rotor is powered by a driveshaft (7)
connected to a transmission and gearbox (8, red). The same transmission powers a second,
longer driveshaft (9, yellow) connected to a gearbox that spins the tail rotor (10, orange).
The power from both rotors comes from one or two turboshaft jet engines
Engines
Although some small helicopters still use piston engines (also called reciprocating engines,
similar to the ones used in cars and trucks), most now use gas turbines more like the jet
engines on conventional airplanes. Turbine engines are smoother in operation (vibrating
much less), more powerful, less mechanically complex, and more reliable. Some helicopters
have a single engine mounted horizontally, underneath and just behind the rotor; most
small Bell helicopters, for example, work like this. Others have one engine mounted either
side of the rotor mast; military Seahawk and Apache helicopters are powered this way.
Most modern choppers have turboshaft engines, which are similar to normal jet engines on
airplanes. However, instead of squirting out a hot jet of exhaust gas that thrusts them
forward, they use the energy from the burning gas to spin a central turbine and driveshaft
that powers the transmission (the mechanism that allows the engine to power the
rotors). Our main article on jet engines tells you more about how turbojet engines work.
Main rotor
The huge spinning rotor is the single most noticeable feature of any helicopter, but no
chopper can get by with just one rotor. Why? A basic principle of physics called Newton's
third law of motion tells us that when a force (called an action) makes something move,
another force, just as big (called a reaction), makes something else move in the opposite
direction; action and reaction are equal and opposite is another way of putting it. As a
helicopter rotor spins around (the action), the entire body of the craft tends to rotate
somewhat more slowly in the opposite direction (the reaction). Left to its own devices,
this torque (turning force) would make a helicopter completely uncontrollable, so we
have to counteract it in some way with what's called counter-torque (a turning force in the
opposite direction). One solution is to have a second large rotor spinning the other way.
Sometimes this is mounted on the same mast as the first rotor (a design called a coaxial
rotor); sometimes, as in the huge military Chinook helicopters, there's a large rotor at
either end of the craft (a design called a tandem rotor).
The blades of a helicopter's main rotor come in three basic kinds that allow increasing
amounts of movement as they spin around: they're called rigid, semi-rigid, and fully
articulated. As the name suggests, rigid blades are firmly attached to the rotor hub (the
"wheel" to which the blades are fixed at the top of the spinning rotor mast) by a swiveling
connection called a feathering hinge (or pitch hinge). This allows them to "feather"
(swivel as they rotate, which, as we'll discover in a moment, is how a helicopter steers).
Semi-rigid blades have the same feathering hinge, but they also have a teetering hinge
(or flapping hinge) that lets them flap up and down. Fully articulated blades can feather
and flap, and they also have a third hinge (a drag hinge) that allows them to move slightly
ahead of ("lead") or behind ("lag") their normal position. Each of these blade types has
advantages and drawbacks.
Tail rotor
Apart from adding a second large rotor, another way to counteract the torque from the
main rotor is by using a small, sideways-pointing propeller called a tail rotor, powered by a
driveshaft from the engine that runs through the tail end of the craft. Sometimes, for safety
reasons, the tail rotor is built right inside the tail (a design called a fenestron or fan-tail).
Another alternative is called a NOTAR ("no tail rotor"), which uses a jet of air, fired through
a vent on the tail, to counteract the main rotor torque instead. If a helicopter has a single
main rotor blade, it has to have a tail rotor, fenestron, or NOTAR or it can't fly safely;
similarly, any damage to the tail rotor—such as a bird strike or missile hit—makes a copter
dangerously uncontrollable and usually results in it crashing quite quickly afterward. Most
helicopters have a
vertical tail fin (pylon) that also helps to counteract some of the torque from the main rotor.
How does a helicopter hover and steer?
A helicopter's rotors are ingenious things that allow it to hover in mid-air or steer in any
direction. The pilot has five basic movement and steering controls: two hand levers called
the collective and cyclic pitch, a throttle, and two-foot pedals. Most maneuvers that a pilot
executes involve a complex interplay between these different controls, which is why flying a
helicopter requires such skill and concentration.
Hovering
As they start to spin around, the airfoils on the rotor blades generate lift that overcomes
the weight of the craft, pushing it up into the air. If the lift is greater than the weight, the
helicopter climbs; if it's less than the weight, the helicopter falls. When the lift and the
weight are exactly equal, the helicopter hovers in mid-air. The pilot can make the rotor
blades generate more or less lift using a control called the collective pitch (or
"collective"), which increases or decreases the angle ("pitch") that all the blades make to
the oncoming air as they spin around. For takeoff, the blades need to make a steep angle
to generate maximum lift.
How does that happen? As we've already seen, the main rotor is connected to the hub at
the top of the mast by a feathering hinge that allows each blade to swivel as it spins, so it
makes a steeper or shallower angle to the oncoming air. The blades have short vertical rods
(pitch links) attached to them that are connected to a rotating metal disc called a swash
plate, a bit lower down the mast. This swash plate slides on bearings around a second,
similar plate directly underneath that doesn't rotate. When the pilot moves the collective
one way, both swash plates move upward, pushing up on the pitch links that tilt the rotor
blades to a steeper angle. Moving the collective the other way moves the swash plates
back down, pulling on the pitch links and tilting the blades to a shallower angle.
At the end of the collective, there's a throttle connected by a cable to the engine. This is
like the accelerator of a car or the throttle of a motorbike, increasing or decreasing the
engine speed so the rotor makes more or less lift.
Artwork: How a helicopter hovers and steers: Top drawing: The collective pitch control
changes the angle (or pitch) of each of the rotor blades by the same amount at the same
time (green arrows)—in other words, collectively. If the blades make a steeper angle, they
generate more lift so the entire craft moves straight upward (orange arrow). Bottom
drawing: The cyclic pitch control changes the angle of selective rotor blades as they spin, so
(in this case) whichever blade is on the left always produces slightly more lift, while the
opposite blade (shown here on the right) always produces slightly less lift. That means
more lift is produced on the left side of the helicopter, so the overall lift (orange arrow) is
tilted to the right, steering the entire helicopter in that direction.
Steering
The rotors also provide the steering for a helicopter by making more lift on one side than
the other. They do this by swiveling back and forth (feathering) as they rotate, so, for
example, they make a steeper angle when they're on the left side of the craft than when
they're on the right. That means they generate more lift on the left, tilting the craft over to
the right and steering it in that direction. The pilot steers like this using a second lever
called the cyclic pitch (also known as the "cyclic stick" or just "cyclic"), similar to a joystick,
which makes the blades swivel as they cycle around. The ingenious swash plate mechanism
translates the pilot's movements into appropriate movements of the rotor blades. Suppose
the pilot wants to fly to the right. First, she moves the cyclic to the right, and a system of
connected levers makes the two swash plates tilt to the right as well. This makes the rotor
blades tilt to a steep angle when they're on the left and a shallow angle when they're on
the right, so the rotor produces more lift on the left-hand side, steering the craft to the
right.
Artwork:
How the swash plate steers a helicopter. In the centre, you can see a simplified view of the
swash plate mechanism. There are two discs at the top of the rotor mast, an upper one
(red) that rotates on ball bearings (orange) around a lower one (blue) that doesn't rotate at
all. Four pitch links (green) connect the upper swash plate to the rotor blades. Now
suppose you want to fly to the right. You tilt the cyclic in that direction. That tilts both
swash plates over to the right. As the rotor blades rotate, the tilted swash plates force the
pitch links up when they're on the left and down when they're on the right. That makes
each rotor
blade tilt to a steeper angle when it's on the left and a shallower angle when it's
on the right. This produces more lift on the left, steering the chopper to the right.
The pilot can also steer the nose of a helicopter in a certain direction using a
pair of foot controls, known as antitorque pedals, which change the pitch
of the tail rotor blades so they make more or less sideways thrust than in
normal straight flight. That makes the entire craft rotate slowly clockwise or
counterclockwise so it heads in a different direction. On tandem rotor
helicopters like the Chinook, which have no tail rotor, the foot pedals tilt the
swashplates for the front and back rotors in opposite ways, steering the craft
accordingly.