(THESIS) Krishnan Morphing Blade
(THESIS) Krishnan Morphing Blade
12-2017
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AERODYNAMIC AND PERFORMANCE ANALYSIS OF A MORPHING
A Thesis
of
by
of
December 2017
ACKNOWLEDGMENTS
To begin with, I would like to thank my advisor Dr. J Gordon Leishman for all the help
and support that he provided. More than all, he has shown extreme patience and provided
valuable guidance during moments of confusion. I am also grateful to Dr. Lyrintzis and Dr.
Ekaterinaris for the help they have provided me. I’d like to thank my parents for always
being supportive of my passion and encouraging me. Lastly, I’d like to thank Stanrich,
Yogesh, Paolo and every other friend who has helped me in the completion of this thesis.
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TABLE OF CONTENTS
Page
LIST OF TABLES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
LIST OF FIGURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
ABBREVIATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
NOMENCLATURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
ABSTRACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.1 Literature Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2 Objectives of this Thesis . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.3 Summary of Thesis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2 Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1 Basic Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2.1.1 Inflow Distribution . . . . . . . . . . . . . . . . . . . . . . . . 19
2.1.2 Rotor Thrust, Power and Drag . . . . . . . . . . . . . . . . . . 21
2.1.3 Blade Flapping . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.1.4 Airfoil Characteristics . . . . . . . . . . . . . . . . . . . . . . 26
2.2 Rotor Trim . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3 Results and Discussion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
3.1 Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
3.2 Blade Morphing: Varying Single Parameters . . . . . . . . . . . . . . . 37
3.2.1 Blade Twist Variations . . . . . . . . . . . . . . . . . . . . . . 38
3.2.2 Rotor Radius Variations . . . . . . . . . . . . . . . . . . . . . 42
3.2.3 Rotor Speed (rpm) Variations . . . . . . . . . . . . . . . . . . 45
3.2.4 Blade Chord Variations . . . . . . . . . . . . . . . . . . . . . 46
3.3 Morphing Variations with Airspeed . . . . . . . . . . . . . . . . . . . 47
3.3.1 Individual Effects . . . . . . . . . . . . . . . . . . . . . . . . 47
3.3.2 Morphing Two Effects Together . . . . . . . . . . . . . . . . . 49
3.3.3 Morphing Three Effects Together . . . . . . . . . . . . . . . . 50
4 Conclusion and Recommendations for Future Work . . . . . . . . . . . . . . 71
4.1 Conclusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
4.2 Recommendations for Future Work . . . . . . . . . . . . . . . . . . . 74
A Appendix: Main MATLAB Code . . . . . . . . . . . . . . . . . . . . . . . 81
v
LIST OF TABLES
Table Page
3.1 Parameters used for the validation. . . . . . . . . . . . . . . . . . . . . . . 33
vii
LIST OF FIGURES
Figure Page
1.1 Igor Sikorsky’s VS-300 in 1940 [Ref. 1] . . . . . . . . . . . . . . . . . . . 1
1.2 Sikorsky’s UH-60 Black Hawk in 2004 [Ref. 2] . . . . . . . . . . . . . . . 2
1.3 Complications related to helicopter aerodynamics including stall, compress-
ibility etc. [Ref. 3] . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.4 Futuristic vision of a helicopter . . . . . . . . . . . . . . . . . . . . . . . 4
1.5 Airfoil tab controlled by SMA’s [Ref. 10] . . . . . . . . . . . . . . . . . . 5
2.1 Discretization into blade elements along the blade span and showing the rela-
tive flow velocities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2.2 Drag vs angle of attack curve for the SC1095 showing the polynomial second-
order curve fit and equation used. . . . . . . . . . . . . . . . . . . . . . . 19
2.3 Longitudinal and lateral forms of the linear inflow model. . . . . . . . . . . 21
2.4 Compressibility and reverse flow regions on the rotor disk. . . . . . . . . . 26
2.5 Forces on a helicopter in forward flight. . . . . . . . . . . . . . . . . . . . 28
2.6 Forces acting on a helicopter in forward flight. . . . . . . . . . . . . . . . . 30
3.1 Lift distribution for different linear twists. . . . . . . . . . . . . . . . . . . 34
3.2 Thrust distribution for different linear twists. . . . . . . . . . . . . . . . . . 35
3.3 Inflow distribution for different linear twists. . . . . . . . . . . . . . . . . . 36
3.4 Collective pitch variations with thrust at hover. . . . . . . . . . . . . . . . 37
3.5 Flapping response for different initial values of β0 . . . . . . . . . . . . . . 38
3.6 Flapping response at airspeed of 60 knots before trimming. . . . . . . . . . 39
3.7 Flapping response at 60 knots after being trimmed to meet propulsive require-
ment with αTPP = 4.5◦ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
3.8 Comparison of control input angles between flight test and current method. . 41
3.9 Power comparison between current method and test flight for the UH-60 (Weight
= 16,000 lb and altitude = 5,200 ft). . . . . . . . . . . . . . . . . . . . . . 42
viii
Figure Page
3.10 Lift-to-drag ratio comparison between current method and test flight for the
UH-60. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
3.11 Power comparison for variable radius between the present method and [Ref.
32] (W = 18,000 lb). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
3.12 Power comparison for variable RPM between the present method and [Ref. 32]
(W = 18,400 lb). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
3.13 Blade twist effect on power and variation from the baseline case. . . . . . . 51
3.14 Twist effect on rotor drag and variation from the baseline case. . . . . . . . 52
3.15 Twist effect on L/D and variation from the baseline case. . . . . . . . . . . 53
3.16 Total thrust (CT MR ) variation with twist. . . . . . . . . . . . . . . . . . . . 54
3.17 Power variation with rotor radius and airspeed. . . . . . . . . . . . . . . . 55
3.18 L/D variation with rotor radius and airspeed. . . . . . . . . . . . . . . . . 56
3.19 Rotor drag variation with rotor radius and airspeed. . . . . . . . . . . . . . 57
3.20 Total Thrust (CT MR ) variation with rotor radius and airspeed. . . . . . . . . 58
3.21 Power variation with rotor rpm. . . . . . . . . . . . . . . . . . . . . . . . 59
3.22 L/D variation with rotor rpm. . . . . . . . . . . . . . . . . . . . . . . . . 60
3.23 Rotor drag variation with rotor rpm. . . . . . . . . . . . . . . . . . . . . . 61
3.24 Total Thrust (CT MR ) variation with rotor rpm. . . . . . . . . . . . . . . . . 62
3.25 Power variation with chord. . . . . . . . . . . . . . . . . . . . . . . . . . 62
3.26 Rotor drag variation with chord. . . . . . . . . . . . . . . . . . . . . . . . 63
3.27 L/D variation with chord. . . . . . . . . . . . . . . . . . . . . . . . . . . 63
3.28 Total Thrust (CT MR ) variation with chord. . . . . . . . . . . . . . . . . . . 64
3.29 Power comparison for a single morphing effect. . . . . . . . . . . . . . . . 65
3.30 L/D comparison for a single morphing effect. . . . . . . . . . . . . . . . . 65
3.31 Rotor Drag comparison for a single morphing effect. . . . . . . . . . . . . 66
3.32 Total thrust (CT MR ) comparison for a single morphing effect. . . . . . . . . 66
3.33 Power comparison for two morphing effects. . . . . . . . . . . . . . . . . . 67
3.34 L/D comparison for two morphing effects. . . . . . . . . . . . . . . . . . 67
3.35 Rotor drag comparison for two morphing effects. . . . . . . . . . . . . . . 68
ix
Figure Page
3.36 Total thrust (CT MR ) comparison for two morphing effects. . . . . . . . . . . 68
3.37 Power comparison for all three morphing effects. . . . . . . . . . . . . . . 69
3.38 L/D comparison for all three morphing effects. . . . . . . . . . . . . . . . 69
3.39 Rotor Drag comparison for all three morphing effects. . . . . . . . . . . . . 70
3.40 Total Thrust (CT MR ) comparison for all three morphing effects. . . . . . . . 70
x
ABBREVIATIONS
NOMENCLATURE
c Blade chord
CH Main rotor drag
Cl Coefficient of lift
Clα Lift curve slope
Cd Coefficient of drag
CP Coefficient of power
CPMR Coefficient of power of main rotor
C pi Induced power coefficient
C p0 Profile power coefficient
Cp p Parasitic power coefficient
e Hinge offset
f Equivalent drag area of the airframe
Ib Mass moment of inertia about flapping hinge
L/D Lift to drag ratio
M̄β Aerodynamic moment about the flapping hinge
Nb Number of blades
R Blade radius
UP Inflow perpendicular to rotor disk
UT In-plane velocity to rotor disk
VT IP Blade tip speed
W Gross weight of helicopter
GREEK ALPHABETS
α Angle of attack
αT PP Angle of attack of Tip Path Plane
β˙ Blade flapping velocity
β1c Longitudinal flapping angle
β1s Lateral flapping angle
γ Lock number
θ Blade pitch
θTW Blade linear twist rate
θ1c Lateral cyclic
θ1s Longitudinal cyclic
λ Nondimensional inflow
λ0 Average nondimensional Inflow
µ Advance ratio
xii
νβ Flap frequency
ρ Density of air
σ Rotor solidity
χ Wake skew angle
φ Inflow angle
ψ Blade azimuth angle
xiii
ABSTRACT
The purpose of this study was to investigate the effect of rotor morphing, specifically
variable rotor speed and variable blade twist, on various parameters such as the distribution
of angle of attack, lift, power, thrust and/or other metrics describing the performance of
a helicopter rotor. A MATLAB based blade element theory model was developed and
executed for different flight conditions. The model was validated against the flight test
data of a UH-60. Effects on power, lift to drag ratio and rotor drag from variations in blade
twist, rotor speed, rotor radius and blade chord was analyzed. Morphing cases were applied
as linear functions of airspeed. Linearly varying rotor speed provides the most benefits at
higher airspeeds for individual morphing cases, while linearly varying twist with airspeed
provided the most rotor drag reduction. For cases where two elements of morphing were
used, varying blade twist and radius provided the most benefits at higher airspeeds, while
also providing the most drag reductions in all cases. When morphing twist, radius and
rotor speed simultaneously, the power reductions obtained were the most significant, while
also having substantial decreases in rotor drag. A maximum power reduction of about 20%
was obtained at higher airspeeds with the judicious application of all elements of blade and
rotor morphing.
1
1. Introduction
The quest for vertical flight goes back over a century, but the vision of a helicopter that was
a practical an useful form of aircraft took many years to realize even after airplanes were
flying successfully. Juan de la Cierva and Igor Sikorsky were among many of the early
pioneers who tried their hand at developing rotating wing aircraft. But because of limita-
tions with engine power, airframe weight, rotor vibrations, etc., amongst other problems,
their efforts did not at first lead to practical concepts. Most early helicopters hopped off the
ground for a few seconds more than flew, leading to the nickname of “hoppers.”
Comparing those early attempts at vertical flight to the capabilities of modern heli-
copter, it can be seen that there have been many technological developments. These de-
velopments easily become apparent when comparing the VS-300 (Fig. 1.1) to the UH-60
Black Hawk (Fig. 1.2). The modern helicopter is indeed a triumph of aeronautical engi-
neering, the aircraft being able to hover, fly forward, sidewards or backwards, all at the
whim of the pilot. However, while there have been many advancements, helicopters still
continue to experience several aeromechanical problems that limit their flight capabilities.
The main limitations of helicopters are relatively low maximum forward flight speeds (typ-
ically less than 150 knots), high vibration levels, and obtrusive noise levels under many
stall on the retreating side and compressibility issues near the advancing blade tips. While
3
forward speed can be increased by adding more power, the associated increase in empty
weight can decrease useful load, i.e., a reduction of payload and/or fuel. Therefore, other
means become necessary to further push the boundaries of helicopters, namely airfoil opti-
Figure 1.4 shows a summary of just some the ideas that have been put forth to extend
the capabilities of a conventional helicopter. The ideas include advanced blade shapes and
blade tips, morphing blades, lift compounding, propulsive compounding, elimination of the
tail rotor in leu of some other type of system, etc. However, implementation of all these
technologies, especially at the same time, would be extremely difficult if not impractical.
4
Each system shown in Fig. 1.4 requires its own supporting systems, which would not only
increase the total empty weight but also drive up significantly the cost of the helicopter.
That being said, some of the technologies shown in Fig. 1.4 continue to be researched,
and indeed some may be eventually implemented in modern helicopters. For example,
nearly all modern helicopters use swept tips to delay the onset of compressibility. Im-
provements in airfoils have been tremendous, modern day helicopters using special cam-
bered airfoils that are optimized to the blade stations. Other research has been conducted
Most recently novel means at overcoming these barrier problems have been considered,
including “morphing,” for example, active blade twist, rotor radius variations, etc. Such
concepts may even be practical with the used of smart materials, which can change their
5
shape in response to an external stimuli, e.g., electric current, heat, etc. There are many
types of shape changing materials with the elements that influence them being different.
For example, piezoelectric actuators (PZT) and dielectric polymers (DEAP) are responsive
to electricity, while shape memory alloys (SMA) react to heat. Some common materials
used to alter the shapes of airfoils and wings are PZT’s and SMA’s. PZT’s have many
applications ranging from biomedical [Ref. 5] to aerospace [Ref. 6]. Similarly SMA’s have
a wide range of applications varying from dental wires [Ref. 7], blood pumps [Ref. 8]
to airfoils [Ref. 9]. PZT’s and SMA’s are the most commonly used smart materials in the
aerospace industry. Figure 1.5 shows an example of a tab on a blade section that is proposed
to be controlled by SMA’s.
Changing the shape of rotor parameters during flight (e.g., rotor radius, blade chord,
blade twist, etc.) might also help extend the boundaries of helicopter flight, however it
is recognized that this is a more ambitious approach. Therefore, this thesis examines the
impact of morphing on a helicopter rotor system, but from a purely aerodynamic and per-
formance point of view. Structural deformations and aeroelastic effects etc. are ignored,
6
the reason being that unless a “morphing” rotor can be well justified from an aerodynamic
and performance perspective then it is unlikely to be justified from any other perspective.
Only the main rotor, which is the primary mover, is taken in consideration, and both hover
There has been considerable work done in three fields related to the potential of making
and performance. This thesis examines the aerodynamic and performance aspects of a
morphing rotor, so a thorough literature review of prior work was conducted mainly in this
area.
From a flight controls perspective, a variable sweep and span morphing Unmanned
Aerial Vehicle (UAV) was analyzed by using Surfaces (a vortex lattice method software)
and Simulink by Prabhakar [Ref. 11]. Haibo et al. [Ref. 12] conducted research related
to a variable rotor speed control for a helicopter/engine system. Similarly, the National
Aeronautics and Space Administration (NASA) [Ref. 13] conducted research on a control
shifting algorithm for a variable rotor speed system. Belmonte et al. [Ref. 14] performed an
analysis on disturbance rejection controls for a small–scale helicopter rotor with variable
speed rotor.
There has been several advancements related to morphing wings and airfoils from a
structural point of view. After the development of smart materials such as SMA’s, stack
PZT, etc., research has been done into altering the camber, twist and even the span of
7
a wing. Woods et al. [Ref. 15] used curvilinear fiber composites (CVF) on the skin to
produce an airfoil for a rotor system that can change its camber. Han and Smith [Ref.
16] conducted research related to aeroelastic effects of a variable speed rotor in forward
flight. The 2/revolution lagwise root bending moment was found to increase significantly
while flapping motion contributed significantly to the lagwise loads. It was concluded
that increasing blade lag damping could significantly reduce the maximum transient rotor
torque.
Chen and Chopra [Ref. 17] conducted wind tunnel testing of a smart rotor with blade
twist control. 1/8 th scaled bearingless rotor model was tested in the University of Mary-
land’s Glenn L. Martin Wind Tunnel. The blade twist was induced using PZT actuators.
The model was tested at three different rotor speeds and the rotor was trimmed to a spec-
ified flight condition before being tested with active twist control. The authors observed
reductions in vibratory rotor torque and moment,s while an increase in hub loads was also
noticed. The authors state that further work is needed to be done to compare the data ob-
tained with UMARC (University of Maryland Advanced Rotor Code) to refine the rotor
There has been similar work done in controlling vibrations in wind turbines using vari-
able rotor speed by Staino and Basu [Ref. 18]. Han et al. [Ref. 19] studied transient loads
that occur in a variable speed rotor. Prahlad and Chopra [Ref. 20] designed a variable twist
rotor blade for a tilt rotor using SMA actuators. Ajaj et al. [Ref. 21] performed a feasi-
bility study on twist morphing using variable cross section spar. Gandhi et al. [Ref. 22]
conducted research into a “conformable” rotor airfoil using PZT’s [Ref. 23].
8
From an aerodynamic point of view, there have been various research activities con-
ducted using morphing wings and optimizing airfoils undergoing morphing. A variable
span wing was analyzed for drag reduction by Mestrinho et al. [Ref. 24]. The wing was
experimentally tested, while the aerodynamic coefficients were computed using a mathe-
matical model. A traditional aileron system could not be used, so roll was achieved by
using differences in wing semi-span. The results showed significant decrease in drag at
higher flight speeds and roll rate performance was similar to that with a traditional aileron.
Several factors that would be crucial to flight are flutter, gust response etc., however, none
of these concepts were actually analyzed. These phenomena would have significant effect
on flight performance because the impact of ailerons were obtained by adjusting wing span
Similar research related to morphing wings for small UAV’s have been conducted by
Secanell et al. [Ref. 25]. The purpose of this study was to alter the airfoil during take-off,
landing, cruise, loiter and even at the onset of wing stall. The analysis was conducted using
CFD with Spalart-Allmaras turbulence model and a sequential quadratic programming al-
gorithm. From the results, it was concluded that the airfoils for all flight conditions except
stall shared one common feature, namely their thickness distribution. The airfoil needed
at stall had a higher leading edge thickness, while the camber was different for all other
cases. The power required for flight decreased but the decrement was small for the given
flight conditions. Each case was tested at a different flight condition. Hence, it was con-
cluded that the power savings could be more significant for other flight regimes and even
in sustained low-speed maneuvers. Two factors ignored in this paper were the additional
9
weight because of the mechanisms required for morphing, and only the aerodynamics of
the airfoil were considered not the entire aircraft, as compared to that done by Mestrinho
et al. although they only considered variable span. Miste and Benini [Ref. 26] conducted a
When it comes to helicopters, work related to optimizing airfoils for helicopter blades
had been undertaken by Fusi and Congedo [Ref. 4]. The two objectives were to maximize
3
the lift to drag ratio, Cl /Cd , on the advancing side of the rotor and the ratio Cl2 /Cd on the
retreating side, while also designing an airfoil that was insensitive to gusts, etc. The eval-
uation was conducted using Computational Fluid Dynamics (CFD) using a MSES solver
coupled with a Euler/integral boundary layer code. MSES is a suite of programs used to de-
sign and analyze airfoils [Ref. 27]. Both angle of attack and Mach number were considered
as variables on the advancing side, while only angle of attack was considered as a variable
on the retreating side. Two different airfoils were obtained based on the defined conditions,
an assumption being that there are no geometrical constraints for the morphing shape. The
airfoil that was optimized for the advancing side had its maximum camber located farther
from the leading edge than the airfoil optimized for the retreating side. Hence, the opti-
mization results were two decoupled optimizations at two different operating conditions.
From the results, it could be inferred that morphing an airfoil does give some benefit from
an aerodynamic point of view as long as there are no constraints on the geometric shape
of the airfoil. However, this study ignored the requirements for rotor trim as well as lift
constraints on the airfoil, which are essential to analyze a rotor system in forward flight.
10
NASA and Sikorsky have conducted wind tunnel test on a variable diameter tilt rotor
[Ref. 28]. Although a wind tunnel test was conducted, the variable diameter rotor was never
put into production. The benefits of a VDTR concept include better hovering efficiency
(with the blades extended like helicopter) and better propulsive efficiency in forward flight
(with the blades retracted like a propeller). Khoshlajeh and Gandhi [Ref. 29] conducted
research into using extendable chord rotors for performance improvement. Mistry and
Gandhi [Ref. 30] performed analysis on variable rotor radius and rotor speed. With rotor
speed variation only, power reductions of up to 14% was obtained. On combining radius
and rotor speed variations, the power reductions were found to be significantly higher than
with radius or speed variation alone. It was also concluded that weight and altitude play a
significant effect on the performance gains that could be obtained. Porter et al. [Ref. 31]
have conducted an experimental analysis on variable collective pitch rotor, the outcomes
showing that variable collective pitch rotors have better performance over fixed pitch rotors.
Although there are several papers related to morphing rotor systems, only two papers
focus on representing the aerodynamic and performance effects on a morphing rotor sys-
tem. Chopra [Ref. 32] examined the aeromechanics of an actively morphing rotor system,
which includes the interactions between the aerodynamic and structural components. Two
parameters considered were variable rotor speed and variable blade radius. The baseline
helicopter used was the UH-60 Black Hawk. The program used for this analysis was Uni-
versity of Maryland Advanced Rotor Code (UMARC). For the analysis of variable rotor
speed, the paper states that “at a mission weight of 18,400 lb, a maximum power reduction
of 10% can be achieved at moderate cruise speeds. At 14,000 lb, which corresponds to
11
the empty weight of the UH-60, up to 20% power reduction is achievable.” The authors
concluded that the effects of variable rotor speed were dependent on the operating weight
and flight conditions. In regard to variable rotor radius, it was shown to reduce power at
higher airspeeds. The authors state “for a 16,000 lb helicopter, up to 180 hp reduction can
be achieved at 170 knots with just a 5% reduction in radius. This would approximately
be equal to a 5% reduction in total power.” It was also found that the benefits reduce as
thrust increases but at more conservative mission profiles there are potential fuel savings of
Barakos et al. [Ref. 33] have conducted an aerodynamic as well as structural analysis
for a rotor with variable rotor speed and blade twist. Two models were used, a semi-
empirical aerodynamic model and CFD. The blade used was selected to mimic the UH-
60A. The model used for the induced velocity over the rotor was the Pitt-Peters dynamic
inflow model. The CFD model used was the Reynolds-Averaged Navier-Stokes (RANS)
method with the k − ω turbulence closure model. Four different aircraft weight coefficients
were considered and the corresponding power curves for flight were obtained. Rotor power
reductions of 7–17% were noticed while decreasing speed between 5–15%. Reducing the
rotor speed too much at higher airspeeds led to a larger stall area. As twist changed from
−16◦ to 0◦ , power increased from 0.5–10% of the initial required power, although for
advance ratios near 0.3 the power decreased. Combining blade twist variations with rotor
speed variation resulted in a more significant decrease in power required. The authors
also stated that variable twist could also possibly reduce the blade loads introduced by
varying rotor speed. A conclusion was drawn that large decrease in rotor speed is to be
12
avoided because it then has a negative effect on performance, namely increase in power
requirements. The paper does not mention the procedure used for rotor trim, a fundamental
Recently, Bell came out with a concept named the “FCX-001” that has morphing blade
tips [Ref. 34]. Depending on flight condition, the tips adjust their sweep to optimize flight
performance. Sweeping back the rotor blades at higher speeds helps alleviate compress-
ibility effects while having no sweep in hover enables a larger disk area and a lower disk
loading and hence a lower power requirement. However, the mechanical methods used to
From the foregoing discussion, two primary observations can be made. Firstly, morph-
ing wings and helicopters rotors may be possible and may have some performance advan-
tages. Research has been made using smart materials or other mechanisms to alter camber,
blade twist and even rotor radii. Although from a structural as well as singular focus (blade
twisting alone and variable radius alone), some wind tunnel testing has also been conducted
to explore the potential benefits. Advancements in flight controls means that it is possible
to design and control morphing wings or blades. Secondly, most of the research related
to morphing rotors has been done in the field of structures or controls. There seems to be
Even though there are two papers associated with the aerodynamic and performance aspect
i.e., Chopra [Ref. 32] and Barakos et al. [Ref. 33], they are not particularly comprehensive
and seem to cover just a few concepts, e.g., just variable speed or rotor radius, etc.
13
1. Use a blade element based rotor model to examine the possible performance benefits
that could be obtained by the use blade “morphing,” either as individual effects or
2. Conduct parametric study of “morphing” effects such as by varying blade twist, rotor
speed, rotor radius and blade chord to determine their effects on power requirements
for flight, the effects on rotor and vehicle lift to drag ratio, and other factors that may
Chapter 1 of this thesis contains a discussion of the motivation for this work as well
as the previous work related to the field of blade and/or rotor morphing. Discussed in
Chapter 2 is the methodology used for this thesis. The methodology chapter discusses the
implementation of the blade element theory in MATLAB and its validation using flight
test data of the UH-60. Chapter 3 discusses the results that were obtained. The effects of
varying blade twist, rotor rpm, rotor radius and blade chord on power, lift to drag ratio,
rotor drag and thrust are examined. First, individual morphing methods (e.g., blade twist
only, rotor speed only etc.) are considered, then combinations of methods are examined.
14
2. Methodology
The blade element theory (BET) was used as a means of analyzing the aerodynamics of a
morphing helicopter rotor. The BET, with certain assumptions and simplifications, provides
an estimate of the blade loads in space along the span of the blade, as well as in time around
the rotor azimuth. After the elemental values at each blade element have been determined,
the overall rotor performance such as thrust and power, and also rotor drag etc., can be
obtained by integrating sectional airloads over the blade span and around the azimuth. The
also be modulated using blade pitch inputs to trim the rotor to a particular operating state,
The BET is a relatively powerful yet simplified theory, which assumes as a basis that
each section at the blade behaves as a 2-dimensional airfoil section. This theory does
not explicitly account for effects such as highly non-uniform inflow velocities induced by
the tip vortices, yet a method known as Prandtl’s tip loss function can be used within the
theory to represent the 3-dimensional effects that we associated with the rollup of a vortex
from the blade tip. The BET generally slightly over-predicts rotor thrust and somewhat
under-predicts torque, but the method does provide a good computative tool for relative
comparison purposes. Hence, the BET was used as the basis for the results in this thesis,
The BET calculates the local coefficients at each blade element such as section lift,
thrust, drag, torque, etc. and then integrates these values over the span of the blade and
around the azimuth, thereby obtaining the total performance metrics for the rotor. For
the spanwise integration, the blade was divided into N discrete blade elements and the
the hub, are considered. This discretization into blade elements along the blade span and
The airloads depend on the angle of attack and the velocity relative to each blade sec-
tion, the blade element diagram also being shown in Fig. 2.1. The blade pitch is defined in
terms of the collective pitch θ0 , lateral cyclic θ1c and longitudinal cyclic θ1s by
where θTW is the linear twist rate along the blade and is measured in units of twist angle
per rotor radius. The inflow perpendicular to the rotor disk, UP , is calculated by using
˙
UP = λ(y, ψ) Vtip + βy (2.2)
where the blade flapping velocity is given by β˙ = dβ(ψ)/dt (flapping is considered later)
and λ(y, ψ) is the non-dimensional inflow distribution, which is also defined later. The
Figure 2.1: Discretization into blade elements along the blade span and showing the
which is the sum of the rotational and translational parts. The rotor advance ratio is defined
as
V∞ cos(αTPP )
µ= (2.4)
Vtip
18
where Vtip = ΩR is the hover tip speed and αTPP is the tip path plane angle of attack.
The local coefficients of lift and drag are then calculated using
where Clα is the lift curve slope of the airfoil. The SC1095 was chosen as it is the airfoil
used in the UH-60. . The airfoil characteristics of the SC1095 are obtained from [Ref.
35]. Zero-lift angle (α◦ ), is −0.7◦ . The coefficient of drag below stall is given in terms of
constants d1 and d2 ,
Cd = Cd0 + d1 α + d2 α2 (2.8)
where d1 = -0.0002, d2 = 0.0002 and Cd0 = 0.007 for the SC1095. From [Ref. 36], the Cd
vs α curve is obtained and plotted in EXCEL as shown in Fig. 2.2 and a polynomial fit of
the second order to the curve is added. Comparing Eq. 2.8 with the equation in Fig. 2.2,
enables finding the constants, d1 , d2 and Cd0 . Data used from [Ref. 36] to plot Fig. 2.2 is
shown in Appendix 2.
The elemental lift and drag forces per element over the span are then obtained from the
Figure 2.2: Drag vs angle of attack curve for the SC1095 showing the polynomial
and
1
dD = ρ U 2 c Cd dy (2.10)
2
q
where the resultant velocity is given by U = UT2 +UP2 .
The inflow varies over the span and azimuth and in the present work is described by the
linear model Coleman et al. as discussed in [Ref. 3]. The longitudinal and lateral weighting
20
of the inflow is performed using the coefficients kx and ky , and the inflow is calculated by
using,
λ(y, ψ) = λ0 1 + kx y cos(ψ) + ky y sin(ψ) (2.11)
where λ0 is the average inflow given according to the simple momentum theory, i.e.,
CT
λ◦ = µ αTPP + p (2.12)
2 µ2 + λ2◦
which is solved iteratively as part of the overall solution process for trim. The local inflow
is corrected by the Prandtl tip loss factor to account for the effect of tip loss on inflow.
Prandtl’s tip loss factor is accounted for using the correction factor F, which was calculated
where f is given by
Nb R−y
f= (2.14)
2 yφ
An initial value of 1 was taken and F converged to a value between 0.95–0.98. The inflow
ky = 0 (2.15)
and
kx = tan(χ/2) (2.16)
Figure 2.3: Longitudinal and lateral forms of the linear inflow model.
and the integration of rotor thrust over the blade span gives the blade lift, and integration
around the azimuth gives the rotor thrust, which in non-dimensional terms is
Z 2π Z R
Nb
TMR = dT dψ (2.19)
2π 0 0
M N
∆Ti, j + ∆T(i−1), j
Nb
TMR = ∑∑ ∆ψ (2.21)
4π j=2 i=2 2
using the trapezoidal method, where i is the counter in the spanwise direction and the
azimuth discretization is
2π
∆ψ = (2.22)
M
where M is the number of time stepping sections over the azimuth and j is the counter in
TMR
CT MR = (2.23)
ρ A (ΩR)2
and the corresponding increment in profile power is calculated along the span by
Let Ps be the sum of the induced power and the profile power, i.e.,
Z 2π Z R
Nb
PMR = dPs dψ (2.30)
2π 0 0
Numerically, the power is obtained from a sum along the span and around the azimuth
using
M N
∆Psi, j + ∆Ps(i−1), j
Nb
PMR = ∑∑ ∆ψ (2.31)
4π j=2 i=2 2
PMR
CPMR = (2.32)
ρA(ΩR)3
Parasitic power is the power loss from the airframe, rotor hub, etc. is already a pre-
where f is the equivalent drag area of the airframe. Therefore, the total power for the
helicopter is the sum of main rotor power and parasitic power and is given by
The rotor drag can be also calculated by integrating the spanwise drag components over
HMR
CH = (2.36)
ρA(ΩR)2
Blade flapping about the hinge affects the value of UP and hence the angles of attack
˙ − eR)
UP = λ(y, ψ) + β(y (2.40)
where the blade flapping velocity is given by β˙ = dβ(ψ)/dt and the hinge is located at a
distance eR from the rotational axis. The governing equation for blade flapping is
where γ is the Lock number, νβ is flapping frequency and M̄β is the aerodynamic moment
where ρ is the air density at flight altitude, L is lift force distribution across the blade, and
where
s
3e
νβ = 1+ (2.43)
2(1 − e)
where Ib is the mass moment of inertia about the flapping hinge. For this thesis, the Lock
To solve the foregoing flapping equation, it was first split into a system of two first order
equations, i.e.,
β˙1 = β2 (2.45)
and
These two latter equations were then solved in MATLAB using the ode45 solver. Ac-
cording to [Ref. 37], ode45 is used to solve differential equations and is quite robust and
versatile. The solver does require initial conditions to start the computations, which are
β = 0 and β˙ = 0. After the first iteration, the initial conditions are the previous calculated
˙ The time step ran from the previous time step to the current time step.
β and β.
26
Figure 2.4: Compressibility and reverse flow regions on the rotor disk.
As seen from Fig. 2.4, a rotor has its airfoil performing under varying conditions includ-
ing high subsonic Mach numbers and reverse flow. Compressibility affects the lift curve
slope and needs to be corrected using the Glauert correction factor, β(M). Reverse flow
region occurs on the retreating side of the rotor where the blade sections operate with their
trailing edges into the wind. This relates to the blade sections operating at higher angles of
attack to compensate for the difference in lift. Hence, the airfoil sections function closer
to stall on the retreating side than the advancing side. Also, UT and the sectional drag
Compressibility issues occur on the advancing side of the rotor where the tip of the
blades approach and exceed drag divergence Mach number. The drag divergence Mach
27
number, Mdd , is the Mach number at which drag begins to rapidly increase. Drag diver-
gence leads to the drag increasing quickly at the tip. The increment is modeled by,
when M ≥ Mdd . Drag divergence Mach number, Mdd , is set to 0.8 for SC1095 airfoil.
1. The reverse flow region was taken into consideration when UT < 0
Cd = 3 Cd (2.48)
2. Compressibility effects on the lift curve slope, i.e., for the Mach number
UT
M= (2.49)
a
√
where a = γ R T . The effect on local lift curve slope is
2π
Clα = p (2.50)
1 − M∞ 2
3. If Cl > Clmax , where Clmax is the maximum sectional lift coefficient of 1.5. The cal-
culations are stopped because exceeding maximum sectional lift coefficient indicates
A trim procedure was needed to trim the rotor before the coefficients can be calculated.
After the blade flapping was calculated, the Fast Fourier Transform (FFT) [Ref. ? ]
was taken of the 10th revolution of the rotor. The 10th revolution was used to make sure
29
that the rotor had settled into its steady state flapping response. This FFT provides the first
two amplitudes corresponding to β1c and β1s , and the higher harmonics are small and are
ignored.
where J is the Jacobian and denotes the relationship between the control inputs and the
rotor trim variables. The right hand side of the above equation has to converge to 0 ± 0.1
for the rotor to be trimmed. Tolerances needed to be set for the code to converge, which
were:
When the three flight controls (θ0 , θ1c and θ1s ) were obtained, they were used in the main
rotor code. While this procedure trimmed the rotor sufficiently well at low and moder-
ate airspeeds, the rotor could not be trimmed at speeds above 160 knots and hence, all
From Fig. 2.6, αTPP is calculated using propulsive trim, i.e., when the propulsive force
component of the rotor thrust is equal to drag. The drag of the airframe is calculated using
30
equivalent flat plate area, f , of a UH-60 helicopter which is 23 ft2 . The drag on the airframe
is given by
1
Df = ρ V∞2 f (2.51)
2
so the angle of attack of the tip path plane for propulsive trim is then calculated using
Df
sin αTPP = (2.52)
TMR
From Fig. 2.6, it can be seen that rotor thrust has two components, one to overcome weight
of the aircraft and the other to overcome drag of the airframe. Hence, αTPP had to be
set such as to produce the required total rotor thrust to overcome both weight and drag.
31
To achieve this, an initial αTPP of 0.1◦ was set and the thrust required was calculated. If
the rotor cannot be trimmed, then αTPP is increased until the required thrust is produced.
The control angles θ0 , θ1c and θ1s were adjusted accordingly as part of the overall trim
Endurance is the maximum amount of time an aircraft can stay in cruise and is typically
calculated using the Breguet equation obtained from [Ref. 38]. For a rotorcraft at constant
where SFC is the specific fuel consumption and is assumed to be 0.45 hplbhr for the UH-60,
P is the power required to attain level cruise flight at given altitude and velocity and the
dW◦
ratio dt is the fuel consumption in lb/hp/hr.
Z t1 Z W◦
dW◦
dt = (2.54)
t2 W1 (SFC) P
1
t2 − t1 = W◦ −W1 (2.55)
(SFC) P
The gross takeoff weight (W◦ ) can be written in terms of fuel weight (W f ) and weight of
W◦ = W1 +W f (2.56)
Wf
E= (2.57)
(SFC) P
32
The UH-60 carries approximately 360 gallons of fuel [Ref. 39]. One gallon of fuel equates
to about 6.7 lbs. Hence, the helicopter carries 2412 lbs of fuel.
33
3.1 Validation
Representative parameters of the UH-60A Blackhawk were used to validate the method,
Parameters Value
Weight 16,000 lb
Chord 1.73 ft
Cdo 0.008
Using outcomes from the model described in Chapter 2, the spanwise variations of
inflow, coefficient of thrust and lift for different linear twist rates are shown in Figs. 3.1,
These results are in excellent agreement to the ones found in [Ref. ? ]. Notice from
Fig. 3.1 that increasing blade twist redistributes the lift over the blade makes the distribu-
tion increasingly more linear, i.e., closer to the ideal case. From the results Fig. 3.2, it can
also be noted that with higher blade twist, the thrust distribution over the blade decreases
towards the tip and is considerably more near the mid-span. As seen from Fig. 3.3, increas-
ing twist affects the inflow, and with higher twist there is lower inflow at the tip and more
near the mid-span of the blade. Shown in Fig. 3.4 is the amount of collective pitch needed
From Fig. 3.5, it can be seen that blade flapping response (β) converges to the same
value regardless of initial condition, as it should. Figure 3.6 shows the blade flapping
35
response at 60 knots. It can be noted that the rotor blade flaps up at around 180◦ and
flaps down at 360◦ denoting the rotor, without being trimmed using θ1c and θ1s , is tilting
After the rotor is trimmed using the collective, lateral cyclic, and longitudinal cyclic,
i.e., θ0 , θ1c and θ1s , the forward flight blade flapping response obtained is shown in Fig. 3.7.
It can be observed that the rotor flaps up at around 360◦ and flaps down at approximately
180◦ , which shows that the rotor disk is now tilted forward at αTPP of 4.5◦ to meet the
propulsion requirement.
Figure 3.8 shows the comparison between the flapping responses obtained from flight
test [Ref. ? ] to the responses attained from the current method. The power as well as
36
the lift-to-drag ratio curves were to be compared but flight test data is not available for all
airspeeds. The data available are taken from [Ref. ? ] and are plotted against the values
From Figs. 3.9 and 3.10, it can be seen that the power is under predicted, especially at
higher airspeeds. Similarly, lift to drag ratio is slightly under predicted as well.
Chopra [Ref. 32] conducted research on a rotor with variable radius and variable rpm,
which was done using the University of Maryland Advanced Rotor Code (UMARC).
From the results in Figs. 3.11 and 3.12, it can be seen that the difference between the
present method and UMARC is of the order of 10–40 hp. A maximum difference of 40 hp
occurs at 120 knots, as shown in Fig. 3.12, while a minimum difference of 5 hp occurs at
37
140 knots, as shown in Fig. 3.11. The present method under predicts the power as compared
to UMARC.
The flight endurance of the UH-60 is roughly 2.1 hours at 150 knots [Ref. 40]. From
Eq. 2.57, the endurance obtained was 2.14 hours at the same airspeed, this difference trans-
Four blade and rotor morphing strategies were considered: varying blade twist, varying
rotor rpm, varying rotor radius and varying blade chord. The objectives were to assess
the effects on rotor power and drag as a function of airspeed and also aircraft weight.
38
To begin with, the impact of varying individual elements (e.g., only blade twist or only
rotor speed etc.) were considered. Then, the rotor was morphed as a function of airspeed.
Finally, combinations of blade and rotor morphing were analyzed to assess the possible
An analysis of linear blade twist rate of θTW = 0◦ , −5◦ , −10◦ and −15◦ per radius
were conducted. The inboard sections of the blade stalled with −20◦ linear twist because
a higher θ0 was required for thrust trim, and hence the inboard sections operated at higher
The power curves, as shown in Fig. 3.13, that were calculated with the various blade
twist rates show that higher twist was required to minimize power during hover but much
less or even no twist is beneficial during forward flight. In hover, there is a axisymmetrical
distribution of lift over the entire rotor disk, and hence more twist would be beneficial to
improve the uniformity of the inflow. The risk is that with too much blade twist the highest
lift coefficients move inboard increasing the propensity to stall there, as seen from Fig. 3.1.
Similarly, in forward flight, higher amounts of twist lead to higher values of collective
pitch θ0 to trim, and hence the angles of attack at the inboard sections are higher and
40
Figure 3.7: Flapping response at 60 knots after being trimmed to meet propulsive
thereby more likely to stall. Notice that the power requirements decrease by 10% at 160
knots without any blade twist compared to the baseline case, which is equivalent to a 150 hp
decrease in power for the UH-60. Putting this result into perspective, means that if the UH-
60 carries approximately 2,412 lb of fuel, for a 2 hour flight leads to an extended endurance
of approximately 8 minutes.
An analysis of the results from Fig. 3.14 for rotor drag reveals that rotor drag is rela-
tively the same at low to moderate airspeeds but decreases by approximately 30% at higher
41
Figure 3.8: Comparison of control input angles between flight test and current method.
airspeeds; this 30% change is around 260 lb of drag in this case. The use of higher blade
The comparisons made of the lift-to-drag ratios from the results in Fig. 3.15 reveals
that the ratio is relatively similar for all blade twists at low to moderate airspeeds. The
maximum changes occur at higher airspeeds and gives a lift-to-drag ratio differences of
about 0.5 from the baseline. Also, at 140 knots, the lift-to-drag ratio is nearly the same for
From the results in Fig. 3.16, it can be observed that higher blade twist require more
rotor thrust for the same forward speed, the total thrust being comprised of the thrust needed
to overcome weight and the extra thrust needed to overcome rotor and airframe drag.
42
Figure 3.9: Power comparison between current method and test flight for the UH-60
The effects of rotor radius reductions of 5% and 10% were analyzed. Because lower
values of blade radius led to premature blade stall issues (not enough blade area to carry
the the thrust without stall), further reductions in radius were not made. Decreasing radius
leads to a smaller rotor disk areas and blade areas and hence the blade sections must now
43
Figure 3.10: Lift-to-drag ratio comparison between current method and test flight for the
UH-60.
operate at higher angles of attack to generate the same total thrust. This all leads very
Notice from Fig. 3.17 that the power requirements in hover increases with a radius
reduction, which is a direct consequence of rotor operation at a higher disk loading. For
fixed tip speeds, the power requirements decrease with increasing values of θTW . However,
in forward flight a power savings of approximately 180 hp can be obtained at 160 knots for
a 10% reduction in rotor radius. At moderate and higher airspeeds, a reduction of radius
leads to a decrease in total power requirements. At lower airspeeds, the power requirements
are generally higher for reductions in rotor radius, with the 10% radius reduction being the
44
Figure 3.11: Power comparison for variable radius between the present method and [Ref.
most that could be used without promoting blade stall. Also note that only reductions in
As shown in Fig. 3.18, the corresponding lift-to-drag ratio remains similar at low and
moderate airspeeds and modestly increases at higher airspeeds with a maximum difference
of 0.4 at 100 knots for a 10% reduction in rotor radius. The reason for these outcomes
comes from a reduction of rotor drag, as can be inferred from Fig. 3.19. Nevertheless,
the difference between the two lift-to-drag ratio curves is small, with any difference being
Figure 3.12: Power comparison for variable RPM between the present method and [Ref.
Because a propulsive trim requirement was imposed, i.e., the sum of rotor drag and
airframe drag is equal to forward propulsive thrust, the total thrust required shows a small
decrease with a reduction in blade radius because of the reduction in rotor drag. This can
be seen in Fig. 3.20. From Fig. 3.19, it can be seen that a maximum drag reduction of
approximately 150 lb can be achieved at 160 knots by decreasing the rotor radius by 10%.
Rotor speed was reduced by 5% and 10% for analysis purposes. With reductions up to
15%, stall issues were found on the retreating side of the rotor disk at 60 knots and above.
46
Recall that reducing rotor speed leads to the blade sections operating at higher angles of
attack to produce a given lift, and hence they will generally all operate closer to the onset
From Fig. 3.21, it can be observed that the power required in hover and forward flight is
considerably lower with reductions of rotor rpm. Although this does mean that the blades
are operating closer to their maximum lift capabilities, there are still some power reductions
to be obtained. A rotor with 5% rotor speed reduction requires slightly less power than for
the baseline case, with a maximum power reduction of 170 hp obtained by reducing the
speed by 10% at 160 knots. Recall that all of these observations are based on trimmed
flight conditions.
The corresponding lift-to-drag ratio increases, as noted from Fig. 3.22, with a decrease
in rotor rpm. A maximum difference of 0.6 is obtained at 100 knots with a 90% speed
reduction. However, overall the differences between the two speed reduction cases are
fairly small. As noted from the results in Fig. 3.23 and 3.24, the rotor drag was found to be
close to the baseline case for both speed reductions, thereby having almost no effect on the
An analysis of the effects of blade chord variations were conducted for chord changes of
5% and 10%. It was found that decreasing chord generally increased the operating angles
of attack of the blade sections, and hence led to the onset of stall. As shown in Fig. 3.25,
the power requirements were found to be modestly higher than the baseline case for 5%
47
and 10% increases in blade chord, which is a consequence of an increase in rotor drag from
more blade surface area. As seen in Fig. 3.26, the drag is similar to the baseline case for
both cases at low and moderate airspeeds while being modestly higher at higher airspeeds.
The corresponding lift-to-drag ratio is shown in Fig. 3.27, which decreases slightly
as the ratio is inversely proportional to drag. Larger increases in chord length leads to
lower rotor lift-to-drag ratios, as would be expected as the increased blade area increases
rotor drag. The total rotor thrust shown in Fig. 3.28 increases with increasing chord length
to reach propulsive trim requirement, the rotor drag being part of the total rotor thrust
requirements.
In this section, several of the forgoing effects are morphed as a function of airspeed.
For example, more blade twist is used in hover while lower amounts of twist were used at
moderate and higher airspeeds. Hence, blade twist was morphed using a linear schedule
such that it was −18◦ in hover and has reduced to 0◦ at 160 knots.
Blade twist, rotor rpm, rotor radius and blade chord were morphed individually. As
previously mentioned, blade twist was linearly changed such that it was −18◦ at hover to
0◦ at 160 knots. Rotor speed was changed according to the schedule that it was 100% at
hover to 90% at 160 knots. Rotor radius was changed such that it was 100% at hover to
48
90% at 160 knots. Because there were no substantial benefits to be obtained by morphing
the blade chord (i.e., too much chord increases rotor drag and too little chord increases the
From an examination of Fig. 3.29 it can be seen that, at lower speeds, linear blade twist
provides the most benefits with the maximum power reduction of 50 hp at 20 knots. At
130 hp at 100 knots. At airspeeds between 100 and 150 knots, varying speed gives the
most benefit compared to reductions in blade radius or blade twist. That being said, the
appropriate use of blade twist does provide a 180 hp power reduction at 160 knots, which
At all airspeeds, as seen from Fig. 3.30, varying rotor speed provides the most gains in
lift-to-drag ratio with a maximum gain of 0.6 at 100 knots. Morphing the rotor radius had
lower gains to be obtained than by changing rpm, but higher benefit than morphing just the
blade twist.
Changing rotor speed had almost no effect on rotor drag, while blade twist variations
leads to the most drag reduction of approximately 300 lb at 160 knots, as can be seen from
Fig. 3.31. Morphing the rotor radius leads to lower drag than the baseline, but more so than
morphing blade twist alone. Inspecting Fig. 3.32, it can be seen that varying rotor radius
requires more net rotor thrust than varying twist, but less than the baseline case as well as
the varying speed case. Linearly morphing twist requires least amount of propulsive thrust
Two morphing effects were varied simultaneously. For example, while twist was varied
from −18◦ in hover to 0◦ at 160 knots, speed was simultaneously varied from 100% at
hover to 90% at 160 knots. As shown in Fig. 3.33, varying twist and speed together was
found to provide maximum power reductions at lower airspeeds of 20–50 knots, with the
maximum reduction being 50 hp. For airspeeds between 60–100 knots, changing speed and
radius together provides the most gains with a maximum reduction of 150 hp at 80 knots.
At higher airspeeds of 110–150 knots, changing both blade twist and rotor radius together
helped to obtain a maximum reduction of 280 hp at 140 knots. At 160 knots, reducing both
speed and rotor radius helped to attain a 300 hp power reduction. Over a 2 hour flight time,
From the results in Fig. 3.34, it can be seen that lift-to-drag ratio increases for all cases
over the baseline rotor. Varying speed and radius provides the highest gains in lift-to-drag
ratio at all airspeeds, with a maximum gain of 0.7 at 80 knots. The baseline rotor gives the
lowest lift-to-drag ratio while varying twist and radius provides gains at all airspeeds. As
shown in Fig. 3.35, rotor drag significantly decreases on varying twist and radius with a
maximum drag reduction of 370 lb at 160 knots. Varying blade twist and radius together
provides the second-best gains, while using speed and twist provides the least benefit. All
cases provide more benefit than the baseline rotor. Recall that because this is a propul-
sive trim where forward propulsive thrust component is equal to the rotor drag, it can be
50
from Fig. 3.35 that morphing twist and radius linearly provides the least rotor drag at all
airspeeds.
Three morphing effects were also varied simultaneously. For example, while twist was
varied from −18◦ at hover to 0◦ at 160 knots, both rotor speed and radius was varied from
100% at hover to 90% at 160 knots. The power reductions were obtained at all airspeeds
other than hover, as can be seen from Fig. 3.37. A maximum power reduction of 420 hp
was attained at 160 knots, which results in fuel savings of 190 lb/hr and, hence, a total fuel
saving of 380 lb over a 2 hour flight, and perhaps an extra flight time of approximately 20
minutes as calculated using Eq. 2.57. While this could be significant, unfortunately the
blade sections function on the threshold of stall because of a reduction of both radius and
rpm, so it is probably not a practical flight condition other than in perfectly smooth air.
The lift-to-drag ratio, as shown in Fig. 3.38, was better at every airspeed as compared to
the baseline rotor with a maximum gain of 0.8 at 120 knots. This outcome is mainly because
rotor drag, as seen from the results in Fig. 3.39, was significantly lower for the morphed
rotor system than the baseline rotor with a maximum reduction of 300 lb occurring at 160
knots.
51
Figure 3.13: Blade twist effect on power and variation from the baseline case.
52
Figure 3.14: Twist effect on rotor drag and variation from the baseline case.
53
Figure 3.15: Twist effect on L/D and variation from the baseline case.
54
Figure 3.19: Rotor drag variation with rotor radius and airspeed.
58
Figure 3.20: Total Thrust (CT MR ) variation with rotor radius and airspeed.
59
Figure 3.32: Total thrust (CT MR ) comparison for a single morphing effect.
67
Figure 3.36: Total thrust (CT MR ) comparison for two morphing effects.
69
Figure 3.39: Rotor Drag comparison for all three morphing effects.
Figure 3.40: Total Thrust (CT MR ) comparison for all three morphing effects.
71
4.1 Conclusions
The rotor blade element method has been used as a means for analysis in this thesis
to examine the potential aerodynamic performance benefits from a morphing rotor system.
Only aerodynamic effects were considered with no consideration as to how such morphing
might be practically implemented. From the work reported in this thesis, it can be con-
cluded that from an aerodynamic and performance perspective rotor system and/or blade
morphing does have some benefits, but those benefits are relatively small. It was found
that in some cases the use of morphing would be limited anyway because of other aero-
dynamic problems that are produced, such as the premature onset of retreating blade stall,
1. Higher (negative, nose-down) blade twist was found to maximize hovering perfor-
mance, while low to moderate blade twist was found to produce lower power re-
quirement and lower rotor drag at higher airspeeds. Little or no blade twist was
found to produce the lowest rotor drag at the highest airspeeds. At airspeeds between
hover and 60 knots, the effects of blade twist on rotor drag was shown to be very
small.
72
2. On decreasing the rotor radius by up to 10%, the rotor power requirements increased
in hover and also at lower airspeeds up to 50 knots, which was because of an increase
in rotor disk loading. At airspeeds above 50 knots, decreasing rotor radius begins to
reduce the rotor power requirements. Although too much of a reduction in radius
results in significantly increased disk loadings and higher power requirements, the
blade sections also begin to operate at higher angles of attack on the retreating side
of the rotor disk, thereby causing premature blade stall. Decreasing rotor radius
decreases rotor drag and, thereby, reduces the propulsive requirements of the rotor
system. The lift to drag ratio was also found to increase at higher airspeeds with
3. Reducing the rotational speed (rpm) of the rotor results in lower power requirements
at all airspeeds. But to generate the same total rotor thrust this approach also leads to
the blade sections operating at higher angles of attack, so are most likely to stall on
the retreating side of the rotor in forward flight. There was a significant increase in
the rotor lift to drag ratio at moderate and higher airspeeds, with a maximum gain of
4. Although Khoshlajeh and Gandhi [Ref. 29] have conducted research into a “mor-
phing chord” blade by using part-span extendable flaps at moderate and higher air-
speeds and have claimed modest rotor performance improvements, the area increase
from a flap is smaller compared to increasing the entire blade chord. It was shown
in this thesis that any increase in blade chord leads just leads to higher rotor drag
73
because of higher blade area, the upshot being an increase in power requirements at
any airspeed and also a decrease in rotor lift to drag ratio in forward flight.
5. Changing blade twist was found to provide the most power reductions at lower air-
speeds while reducing rpm provided the most gains at moderate and higher airspeeds.
Lift to drag ratio decreased at all airspeeds with a maximum gain of 0.75 at 100 knots
obtained from varying rotor rpm. A blade twist reduction from the hover value pro-
vided a power saving of 150 hp at 160 knots, but this is equivalent only to about a
67 lb/hr fuel savings. For a flight of 2 hours, 135 lbs of fuel is saved and hence flight
6. Morphing of the rotor was carried out by systematically varying blade twist, blade
radius and rotor rpm as a function of airspeed. Blade twist was changed such that
it was −18◦ in hover to 0◦ at 160 knots, rpm was varied such that it was 100% at
hover to 90% at 160 knots, and rotor radius was changed such that it was 100% in
hover to 90% at 160 knots. On morphing two effects simultaneously, power gains
airspeeds, morphing blade twist and rotor rpm provided the most benefits while at
moderate airspeeds of 50–110 knots, varying rotor rpm and blade radius offer the
most benefits. At higher airspeeds, morphing blade twist and rotor radius together
gave the most gains in performance. Reducing both rpm and radius at 160 knots gave
7. Reducing blade twist and radius simultaneously leads to more drag reductions at all
airspeeds than other forms of morphing, with a maximum drag reduction of 370 lb
at 160 knots. The lift to drag ratio was shown to increase for these cases over the
baseline rotor. Varying blade twist, rotor rpm and blade radius simultaneously gives
the maximum power reductions possible at all airspeeds when compared to all other
morphing cases. A maximum power reduction of 420 hp was attained at 160 knots,
which results in fuel savings of 189 lb/hr and total fuel saving of 378 lbs over a 2 hour
flight. A fuel savings of 378 pounds is equivalent to an extra flight time of about 21
minutes.
From above conclusions, it can be seen that the maximum extra flight endurance that
could be obtained by morphing a rotor is around 5–15 minutes for all cases except the one
where twist, radius and rpm are all morphed. While even an extra 10 minutes could be
critical to certain flight missions, the work in this thesis ignores all of the other penalties
incurred by “morphing” a blade or a rotor system. For instance, morphing twist, radius and
rpm offers benefits at higher speeds and modestly increased flight time but each morphing
system requires its own actuators and combining three such systems would make the rotor
and blade morphing with respect to airspeed. Another factor that could be considered
75
is to morph the blade as a function of blade azimuth location because helicopter blade
operates very differently on the retreating and advancing sides of the rotor disk. However,
it is recognized that morphing the blade as a function of time may be very challenging in
weight perspective and analyze the impact of adding such systems to a rotor blade. Also,
analyzing the aspect of reliability, maintenance and certification of such systems would be
critical to understanding the practical feasibility of morphing blades and morphing rotors,
in general. Even if such morphing was to be aerodynamically useful and even practical,
there would still have to be further studies on the effects of morphing on vibrations and
noise. Most helicopters have high amounts of vibrations and noise, so if morphing reduces
vibrations and acoustics significantly then it might prove advantageous even if only small
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81
% Main R o t o r c o d e
clc ;
clear ;
r u n ( ’ C o n s t a n t s .m’ )
r e v = 1 ∗ 3 6 ; % number o f t o t a l s e c t i o n s
else
end
82
else
end
else
end
a n g l e p l o t ( : , count ) = angle ;
f o r i = 1 : ( n −1)
83
% B l a d e Geometry
y = (R / n ) ∗ i ; % y
y1 ( : , i ) = y ;
c = 1 . 7 3 ; % chord at segment ( f t )
c save (: , i ) = c ;
% pitch1s = 0 /57.3;
% pitch1c = 0 /57.3;
% Solidity
s i g m a = ( Nb∗ c ) / ( p i ∗R ) ;
%s i g m a = 3∗ s i g m a e q ∗ r ∗ r ∗ d r ;
sigma1 ( : , i ) = sigma ;
%t h e t a t i p = 4 / 5 7 . 3 ;
t h e t a = t w i s t o + t w i s t r a t e ∗ y + p i t c h 1 s ∗ sin ( p s i ) + p i t c h 1 c ∗ cos (
%t h e t a = t h e t a t i p / r ; % h y p e r b o l i c t w i s t
% Compressibility effects
V e l e m e n t = ( V t i p / R) ∗ y ; % E l e m e n t v e l o c i t y
Minf = u t / 1 1 1 7 ;
c l a = 2∗ p i / ( s q r t (1− Minf ˆ 2 ) ) ; % 1 / r a d i a n s
%I n f l o w
l a m d a a v g = ( a d v a n c e ∗ t a n ( a l p h a t p p ) ) + ( ( Ct ) / ( 2 ∗ s q r t ( a d v a n c e ∗ a d v a n c
F = 1 ; % Assume F f o r i n i t i a l iteration
ff = 1;
for i n f l o w i t e r = 1:10
f f = ( Nb / 2 ) ∗ ( ( R − y ) / p h i ∗y ) ;
F = ( 2 / p i ) ∗ ( a c o s ( exp(− f f ) ) ) ;
end
e r r o r i n f l o w = abs ( ( l a m d a a v g − l a m d a a v g p r e v ) / l a m d a a v g ) ;
i f i >1
l a m d a a v g p r e v = lamda1 ( : , i − 1 ) ;
end
end
kx = t a n ( c h i / 2 )
ky = 0 ;
85
lamda1 ( : , i ) = lamda ;
% L i f t Coeff
up = lamda ∗ V t i p + ( b e t a d o t ∗ y ) ;
p t = up / u t ;
phi = atan ( p t ) ;
alpha = t h e t a − phi ;
a l p h a 1 ( : , i )= a l p h a ;
Cl = c l a ∗ ( a l p h a − ( −0.7 / 5 7 . 3 ) ) ;
Cl1 ( : , i ) = ( Cl ) ;
f p r i n t f ( ’ C o m p r e s s i b l i t y Cl ! ’ )
d i s p ( Cl )
disp ( angle )
disp ( y )
pause
end
% Drag From e x c e l
86
cdo = 0 . 0 0 7 ;
d1 = −0.0002;
d2 = 0 . 0 0 0 2 ;
dcd = cdo + a l p h a ∗ d1 + a l p h a ∗ a l p h a ∗ d2 ;
i f u t <=0
dcd = 3∗ dcd ;
end
i f Minf > 0 . 8
end
d c d s a v e ( : , i ) = dcd ;
% T h r u s t & mb
dy = R / n ;
u = s q r t ( u t ˆ 2 + up ˆ 2 ) ;
d e l t a l i f t = 0 . 5 ∗ r h o ∗ u ∗ u ∗ c ∗ Cl ∗ dy ;
d e l t a d r a g = 0 . 5 ∗ r h o ∗ u ∗ u ∗ c ∗ dcd ∗ dy ;
dmb save ( : , i ) = d e l t a m b ;
87
dPo = d e l t a d r a g ∗ c o s ( p h i ) ∗ V e l e m e n t ;
d P o s a v e ( : , i ) = dPo ;
end
% Blade Flapping
l o c k = 8 ; %( r h o ∗ c l a ∗ c ∗ ( R ˆ 4 ) ) / I b ;
mb = t r a p z ( dmb save ) ;
vb = s q r t ( 1 + ( ( 3 ∗ e ) / ( 2 ∗ ( 1 − e ) ) ) ) ;
p r e v t i m e = c o u n t −1;
s a v e ( ’ M a i n c o d e ’ , ’ vb ’ ) ;
s a v e ( ’ M a i n c o d e ’ , ’mb ’ ) ;
i f c o u n t == 1
[ t t , b ] = ode45 ( @flap , [ a n g l e p r e v a n g l e ] , [ 0 ∗ 0 . 0 1 7 4 5 0 ] ) ;
else
88
[ t t , b ] = ode45 ( @flap , [ a n g l e p r e v a n g l e ] , [ b e t a 0 ] ) ;
end
b e t a d o t = ( b ( end , 2 ) ) ; % b e t a d o t
b e t a = ( b ( end , 1 ) ) ; % b e t a
b e t a d o t s a v e ( : , count ) = b e t a d o t ∗(180/ pi ) ;
cc = b e t a s a v e ( : , ( i n d i c e ) : ( rev ) ) ;
f f = f f t ( cc ) ;
P2 = abs ( f f / ( l e n g t h ( c c ) ) ) ;
P1 = P2 ( : , 1 : ( l e n g t h ( c c ) ) / 2 + 1 ) ;
b e t a 1 s = P1 ( : , 2 ) ;
b e t a 1 c = P1 ( : , 3 ) ;
d t t = trapz ( d t h r u s t s a v e ) ;
d t t s a v e ( : , count ) = d t t ;
dpoo = t r a p z ( d P o s a v e ) ;
89
dp = d p i i +dpoo ;
d p s a v e ( : , c o u n t ) = dp ;
end
end
Power = Nb∗ t r a p z ( d p s a v e ) ∗ d p s i / ( 2 ∗ p i ) ;
T h r u s t = Nb∗ t r a p z ( d t t s a v e ) ∗ d p s i / ( 2 ∗ p i ) ;
Drag = Nb∗ t r a p z ( d d r a g s a v e ) ∗ d p s i / ( 2 ∗ p i )
f l a t a r e a = 0.01
Cpp = 0 . 5 ∗ f l a t a r e a ∗ a d v a n c e ˆ 3 ;
Cp = Cpmr + Cpp ;
Ctmr = T h r u s t / r h o ∗ V t i p ˆ 2 ∗ p i ∗R∗R ;
90
Ch = Drag / V i n f ∗ V i n f ∗ r h o ∗ p i ∗R∗R ;
% Plots
% figure (1)
% y l a b e l ( ’ b e t a ( deg ) ’ )
% a x i s ( [ 0 360 0 1 0 ] )
% x t i c k s ( [ 0 90 180 270 3 6 0 ] )
% figure (2)
% p l o t ( r1 , d e l t a c t d r 1 )
% t i t l e ( ’ d c t / dr vs r ’ )
% xlabel ( ’r ’)
% y l a b e l ( ’ d c t / dr ’ )
% figure (3)
% p l o t ( r1 , Cl1 )
% %a x i s ( [ 0 1 0 2 ] )
% t i t l e ( ’ Cl v s r ’ )
% xlabel ( ’r ’)
91
% y l a b e l ( ’ Cl ’ )
% figure (4)
% p l o t ( r1 , lamda1 )
% %a x i s ( [ 0 1 0 0 . 1 ] )
% t i t l e ( ’ Inflow vs r ’ )
% xlabel ( ’r ’)
% y l a b e l ( ’ lambda ’ )
%f i g u r e ( 2 )
%p l o t ( P1 )
92
f u n c t i o n d y d t = f l a p ( t t , yy )
% y1 = b e t a
% y2 = b e t a d o t
l o a d ( ’ M a i n c o d e . mat ’ )
vb1 = e v a l i n ( ’ b a s e ’ , ’ vb ’ ) ;
mb1 = e v a l i n ( ’ b a s e ’ , ’mb ’ ) ;