Task A. Loading and Performance

UA.IV.A.K1 General loading and performance (FAA-G-8082-22 Ch. 4)

Before any flight, the remote pilot-in-command (PIC) should verify the aircraft is correctly loaded by determining the weight and balance condition of the aircraft. An aircraft’s weight and balance restrictions established by the manufacturer or the builder should be closely followed. Compliance with the manufacturer’s weight and balance limits is critical to flight safety. The remote PIC must consider the consequences of an overweight aircraft if an emergency condition arises.

• Although a maximum gross takeoff weight may be specified, the aircraft may not always safely take off with this load under all conditions. Conditions that affect takeoff and climb performance, such as high elevations, high air temperatures, and high humidity (high density altitudes) may require a reduction in weight before flight is attempted. Other factors to consider prior to takeoff are runway/launch area length, surface, slope, surface wind, and the presence of obstacles. These factors may require a reduction in weight prior to flight.

• Weight changes during flight also have a direct effect on aircraft performance. Fuel burn is the most common weight change that takes place during flight. As fuel is used, the aircraft becomes lighter and performance is improved, but this could have a negative effect on balance. In small UA operations, weight change during flight may occur when expendable items are used on board (e.g., a jettisonable load).

Adverse balance conditions (i.e., weight distribution) may affect flight characteristics in much the same manner as those mentioned for an excess weight condition. Limits for the location of the center of gravity (CG) may be established by the manufacturer. The CG is not a fixed point marked on the aircraft; its location depends on the distribution of aircraft weight. As variable load items are shifted or expended, there may be a resultant shift in CG location. The remote PIC should determine how the CG will shift and the resultant effects on the aircraft. If the CG is not within the allowable limits after loading or do not remain within the allowable limits for safe flight, it will be necessary to relocate or shed some weight before flight is attempted.

UA.IV.A.K1a Effects of loading changes (FAA-H-8083-25 Ch. 5 & Ch. 10)

FAA-H-8083-25 Ch. 10 Weight and Balance

Effects of Weight

Any item aboard an aircraft that increases the total weight is undesirable for performance. Manufacturers attempt to make an aircraft as light as possible without sacrificing strength or safety. The pilot should always be aware of the consequences of overloading. An overloaded aircraft may not be able to leave the ground, or if it does become airborne, it may exhibit unexpected and unusually poor flight characteristics. If not properly loaded, the initial indication of poor performance usually takes place during takeoff. Excessive weight reduces the flight performance in almost every respect. For example, the most important performance deficiencies of an overloaded aircraft are:

• Higher takeoff speed

• Longer takeoff run

• Reduced rate and angle of climb

• Lower maximum altitude

• Shorter range

• Reduced cruising speed

• Reduced maneuverability

• Higher stalling speed

• Higher approach and landing speed

• Longer landing roll

The pilot must be knowledgeable about the effect of weight on the performance of the particular aircraft being flown. Preflight planning should include a check of performance charts to determine if the aircraft’s weight may contribute to hazardous flight operations. Excessive weight in itself reduces the safety margins available to the pilot and becomes even more hazardous when other performance-reducing factors are combined with excess weight. The pilot must also consider the consequences of an overweight aircraft if an emergency condition arises. If an engine fails on takeoff or airframe ice forms at low altitude, it is usually too late to reduce an aircraft’s weight to keep it in the air.

(AC 107-2A B.2.1.2) Weight changes during flight also have a direct effect on aircraft performance. Fuel burn is the most common weight change that takes place during flight. As fuel is used, the aircraft becomes lighter and performance is improved, but this could have a negative effect on balance. In UAS operations, weight change during flight may occur when expendable items are used on board (e.g., a jettisonable load).

FAA-H-8083-25C Ch. 5 Aerodynamics

Load Factors

In aerodynamics, the maximum load factor (at given bank angle) is a proportion between lift and weight and has a trigonometric relationship. The load factor is measured in Gs (acceleration of gravity), a unit of force equal to the force exerted by gravity on a body at rest and indicates the force to which a body is subjected when it is accelerated. Any force applied to an aircraft to deflect its flight from a straight line produces a stress on its structure. The amount of this force is the load factor. While a course in aerodynamics is not a prerequisite for obtaining a remote pilot’s license, the competent pilot should have a solid understanding of the forces that act on the aircraft, the advantageous use of these forces, and the operating limitations of the aircraft being flown.

With the structural design of aircraft planned to withstand only a certain amount of overload, a knowledge of load factors has become essential for all pilots. Load factors are important for two reasons:

1. It is possible for a pilot to impose a dangerous overload on the aircraft structures.

2. An increased load factor increases the stalling speed and makes stalls possible at seemingly safe flight speeds.

Load Factors in Steep Turns

At a constant altitude, during a coordinated turn in any aircraft, the load factor is the result of two forces: centrifugal force and weight. [Figure 5-52] For any given bank angle, the ROT varies with the airspeed—the higher the speed, the slower the ROT. This compensates for added centrifugal force, allowing the load factor to remain the same. Figure 5-53 reveals an important fact about turns—the load factor increases at a terrific rate after a bank has reached 45° or 50°. The load factor for any aircraft in a coordinated level turn at 60° bank is 2 Gs. The load factor in an 80° bank is 5.76 Gs. The wing must produce lift equal to these load factors if altitude is to be maintained.

Load Factors and Stalling Speeds

Any aircraft, within the limits of its structure, may be stalled at any airspeed. When a sufficiently high angle of attach (AOA) 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 an aircraft’s stalling speed increases in proportion to the square root of the load factor. This means that an aircraft with a normal unaccelerated stalling speed of 50 knots can be stalled at 100 knots by inducing a load factor of 4 Gs. If it were possible for this aircraft to withstand a load factor of nine, it could be stalled at a speed of 150 knots. A pilot should be aware of the following:

• The danger of inadvertently stalling the aircraft by increasing the load factor, as in a steep turn or spiral;

• When intentionally stalling an aircraft above its design maneuvering speed, a tremendous load factor is imposed.

Figure 5-53 shows that banking an aircraft greater than 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 aircraft with a normal unaccelerated stalling speed of 45 knots, the airspeed must be kept greater than 75 knots to prevent inducing a stall. A similar effect is experienced in a quick pull up or any maneuver producing load factors above 1 G. This sudden, unexpected loss of control, particularly in a steep turn or abrupt application of the back elevator control near the ground, has caused many accidents.

Since the load factor is squared as the stalling speed doubles, tremendous loads may be imposed on structures by stalling an aircraft at relatively high airspeeds.

What is Angle of Attack? (Angle of Attach Awareness)

The angle of attack (AOA) is the angle at which the chord of an aircraft’s wing meets the relative wind. The chord is a straight line from the leading edge to the trailing edge.

What’s So Critical About AOA? (Angle of Attach Awareness)

At low angles of attack, the airflow over the top of the wing flows smoothly and produces lift with a relatively small amount of drag. As the AOA increases, both lift and drag increase; however, above a wing’s critical AOA, the flow of air separates from the upper surface and backfills, burbles and eddies, which reduces lift and increases drag. This condition is a stall, which can lead to loss of control and an abrupt loss of altitude if the AOA is not reduced.

It is important for the pilot to understand that a stall is the result of exceeding the critical AOA, not of insufficient airspeed. The critical AOA is an aerodynamic constant for a given airfoil in a given configuration. The velocity of the relative wind does not matter; the airfoil will ALWAYS stall when the critical AOA is reached.

Please also note that the term “stalling speed” can be misleading, as this speed is often discussed when assuming 1G flight at a particular weight and configuration. Increased load factor directly affects stall speed (as do other factors such as gross weight, center of gravity, and flap setting). Therefore, it is possible to stall the wing at any airspeed, at any flight attitude, and at any power setting.

AOA in Steep Turns (Angle of Attach Awareness)

Due to the increased aerodynamic loading of the aircraft in a steep turn, the wing is much closer to the critical AOA. Here a few things you’ll want to remain aware of during a steep turn:

• The increase in pitch angle may be much smaller than expected to stall the wing.
• The indicated airspeed at the critical AOA is significantly higher than in normal flight.
• The increased load (i.e. aerodynamic loading) of the airplane requires greater lift which can be created by increasing airspeed or increasing AOA.
• Due to the increased aerodynamic loading, the stall sequence is condensed. The progression from indication, to buffeting, to fully stalled can be very rapid.

UA.IV.A.K1b Balance, stability, and center of gravity (FAA-H-8083-25 Ch. 10, AC 107-2A B.2.2)

FAA-H-8083-25 Ch. 10

Balance refers to the location of the CG of an aircraft, and is important to stability and safety in flight. The CG is a point at which the aircraft would balance if it were suspended at that point.

Location of the CG with reference to the lateral axis is also important. For each item of weight existing to the left of the fuselage centerline, there is an equal weight existing at a corresponding location on the right. This may be upset by unbalanced lateral loading. The position of the lateral CG is not computed in all aircraft, but the pilot must be aware that adverse effects arise as a result of a laterally unbalanced condition. In an airplane, lateral unbalance occurs if the fuel load is mismanaged by supplying the engine(s) unevenly from tanks on one side of the airplane. The pilot can compensate for the resulting wing-heavy condition by adjusting the trim or by holding a constant control pressure. This action places the aircraft controls in an out-of-streamline condition, increases drag, and results in decreased operating efficiency. Since lateral balance is addressed when needed in the aircraft flight manual (AFM) and longitudinal balance is more critical, further reference to balance in this handbook means longitudinal location of the CG.

The primary concern in balancing an aircraft is the fore and aft location of the CG along the longitudinal axis. The CG is not necessarily a fixed point; its location depends on the distribution of weight in the aircraft. As variable load items are shifted or expended, there is a resultant shift in CG location. The distance between the forward and back limits for the position of the center for gravity or CG range is certified for an aircraft by the manufacturer. The pilot should realize that if the CG is displaced too far forward on the longitudinal axis, a nose-heavy condition will result. Conversely, if the CG is displaced too far aft on the longitudinal axis, a tail heavy condition results. It is possible that the pilot could not control the aircraft if the CG location produced an unstable condition.

AC 107-2A B.2.2

Adverse balance conditions (i.e., weight distribution) may affect flight characteristics in much the same manner as those mentioned for an excess weight condition. Limits for the location of the CG may be established by the manufacturer. The CG is not a fixed point marked on the aircraft; its location depends on the distribution of aircraft weight. As variable load items are shifted or expended, there may be a resultant shift in CG location. The remote PIC should determine how the CG will shift and the resultant effects on the aircraft. If the CG is not within the allowable limits after loading or does not remain within the allowable limits for safe flight, it will be necessary to relocate or shed some weight before flight is attempted.

FAA-H-8083-25 Ch. 10

Adverse balance conditions affect flight characteristics in much the same manner as those mentioned for an excess weight condition. It is vital to comply with weight and balance limits established for all aircraft. Operating above the maximum weight limitation compromises the structural integrity of the aircraft and can adversely affect performance. Stability and control are also affected by improper balance.

Stability Loading in a nose-heavy condition causes problems in controlling and raising the nose, especially during takeoff and landing. Loading in a tail heavy condition has a serious effect upon longitudinal stability, and reduces the capability to recover from stalls and spins. Tail heavy loading also produces very light control forces, another undesirable characteristic. This makes it easy for the pilot to inadvertently overstress an aircraft.

Stability and Center of Gravity

Limits for the location of the CG are established by the manufacturer. These are the fore and aft limits beyond which the CG should not be located for flight. These limits are published for each aircraft in the Type Certificate Data Sheet (TCDS), or aircraft specification and the AFM or pilot’s operating handbook (POH). If the CG is not within the allowable limits after loading, it will be necessary to relocate some items before flight is attempted.

The forward CG limit is often established at a location that is determined by the landing characteristics of an aircraft. During landing, one of the most critical phases of flight, exceeding the forward CG limit may result in excessive loads on the nosewheel, a tendency to nose over on tailwheel type airplanes, decreased performance, higher stalling speeds, and higher control forces.

Control

In extreme cases, a CG location that is beyond the forward limit may result in nose heaviness, making it difficult or impossible to flare for landing. Manufacturers purposely place the forward CG limit as far rearward as possible to aid pilots in avoiding damage when landing. In addition to decreased static and dynamic longitudinal stability, other undesirable effects caused by a CG location aft of the allowable range may include extreme control difficulty, violent stall characteristics, and very light control forces which make it easy to overstress an aircraft inadvertently. A restricted forward CG limit is also specified to assure that sufficient elevator/control deflection is available at minimum airspeed. When structural limitations do not limit the forward CG position, it is located at the position where full-up elevator/control deflection is required to obtain a high angle of attach (AOA) for landing. The aft CG limit is the most rearward position at which the CG can be located for the most critical maneuver or operation. As the CG moves aft, a less stable condition occurs, which decreases the ability of the aircraft to right itself after maneuvering or turbulence. For some aircraft, both fore and aft CG limits may be specified to vary as gross weight changes. They may also be changed for certain operations, such as acrobatic flight, retraction of the landing gear, or the installation of special loads and devices that change the flight characteristics. The actual location of the CG can be altered by many variable factors and is usually controlled by the pilot. Placement of baggage and cargo items determines the CG location. The assignment of seats to passengers can also be used as a means of obtaining a favorable balance. If an aircraft is tail heavy, it is only logical to place heavy passengers in forward seats. Fuel burn can also affect the CG based on the location of the fuel tanks. For example, most small aircraft carry fuel in the wings very near the CG and burning off fuel has little effect on the loaded CG.

UA.IV.A.K2 Importance and use of performance data to calculate the effect on the aircraft’s performance of an sUAS. 

Weight and Balance (W&B) (AC 107-2A B.2.1) Before any flight, the remote PIC should verify the aircraft is correctly loaded by determining the W&B condition of the aircraft. An aircraft’s W&B restrictions established by the manufacturer or the builder should be closely followed. Compliance with the manufacturer’s W&B limits is critical to flight safety. The remote PIC must consider the consequences of an overweight aircraft, as it may result in an unsafe condition.

AC 107-2A B.2.1.1 Although a maximum gross takeoff weight may be specified, the aircraft may not always safely take off with this load under all conditions. Conditions that affect takeoff and climb performance, such as high elevations, high air temperatures, and high humidity (high density altitudes) may require a reduction in weight before flight is attempted. Other factors to consider prior to takeoff are runway/launch area length, surface, slope, surface wind, and the presence of obstacles. These factors may require a reduction in weight prior to flight.

(FAA-H-8083-25 Ch. 10) The manufacturer may provide operational and performance information that contains the operational performance data for the aircraft such as data pertaining to takeoff, climb, range, endurance, descent, and landing. To be able to make practical use of the aircraft’s capabilities and limitations, it is essential to understand the significance of the operational data. The use of this data in flying operations is essential for safe and efficient operation. It should be emphasized that the manufacturers’ information regarding performance data is not standardized. If manufacturer-published performance data is unavailable, it is advisable to seek out performance data that may have already been determined and published by other users of the same small UA manufacturer model and use that data as a starting point.