A helicopter main rotor or rotor system is the combination of several rotary wings (rotor blades) and a control system that generates the aerodynamic lift force that supports the weight of the helicopter, and the thrust that counteracts aerodynamic drag in forward flight. Each main rotor is mounted on a vertical mast over the top of the helicopter, as opposed to a helicopter tail rotor, which connects through a combination of drive shaft(s) and gearboxes along the tail boom. The blade pitch is typically controlled by a swashplate connected to thehelicopter flight controls. Helicopters are one example of rotary-wing aircraft (rotorcraft). The name is derived from the Greek words helix, helik-, meaning spiral; and pteron meaning wing.
The rotor head of a Sikorsky S-92
A decorated
Japanese taketombo bamboo-copter. The toy consists of a rotor
attached to a stick.
The first
autogyro to fly successfully in 1923.
The use of a rotor for vertical flight has existed since 400 BC in the form of the bamboo-copter, an ancient Chinese toy. The bamboo-copter is spun by rolling a stick attached to a rotor. The spinning creates lift, and the toy flies when released. The philosopher Ge Hong's book the Baopuzi (Master Who Embraces Simplicity), written around 317, describes the apocryphal use of a possible rotor in aircraft: "Some have made flying cars [feiche 飛車] with wood from the inner part of the jujube tree, using ox-leather (straps) fastened to returning blades so as to set the machine in motion." Leonardo da Vinci designed a machine known as an "aerial screw" with a rotor based on a water screw. The Russian polymath Mikhail Lomonosov developed a rotor based on the Chinese toy. The French naturalist Christian de Launoy constructed his rotor out of turkey feathers. Sir George Cayley, inspired by the Chinese toy in his childhood, created multiple vertical flight machines with rotors made of tin sheets. Alphonse Pénaud would later develop the coaxial rotor model helicopter toys in 1870, powered by rubber bands. One of these toys, given as a gift by their father, would inspire the Wright brothers to pursue the dream of flight.
Before
development of powered helicopters in the mid 20th century, autogyro pioneer Juan de
la Cierva researched and
developed many of the fundamentals of the rotor. De la Cierva is
credited with successful development of multi-bladed, fully articulated rotor
systems. This system, in its various modified forms, is the basis of most
multi-bladed helicopter rotor systems.
The first successful attempt at a single-lift rotor helicopter design used a four-blade main rotor, as designed by Soviet aeronautical engineers Boris N. Yuriev and Alexei M. Cheremukhin, both working at the Tsentralniy Aerogidrodinamicheskiy Institut (TsAGI, the Central Aerohydrodynamic Institute) near Moscow in the early 1930s. Their TsAGI 1-EA helicopter was able to fly in low altitude testing in 1931-32, with Cheremukhin flying it as high as 605 meters (1,985 ft) by mid-August 1932.
In the
1930s, Arthur Young improved the
stability of two-bladed rotor systems with the introduction of a stabilizer
bar. This system was used in several Bell and Hiller helicopter models. The Hiller system variant using airfoiled paddles
at the flybar's ends has been used in many of the earliest designs
of remote control model helicopters, from their 1970s origins
onwards to the very early 21st century.
In the late
1940s, the making of helicopter rotor blades was a job that inspired John T. Parsons to be a pioneer of numerical
control (NC).
NC and CNC turned out to be an important new technology that later affected
all machining industries.
Unlike the small diameter fans used in turbofan jet engines, the main rotor on a helicopter has a large diameter that lets it accelerate a large volume of air. This permits a lower downwash velocity for a given amount of thrust. As it is more efficient at low speeds to accelerate a large amount of air by a small degree than a small amount of air by a large degree, a low disc loading (thrust per disc area) greatly increases the aircraft's energy efficiency, and this reduces the fuel use and permits reasonable range. The hover efficiency ("figure of merit") of a typical helicopter is around 60%. The inner third length of a rotor blade contributes very little to lift due to its low airspeed.
The simple rotor
of a Robinson R22
Robinson R44
rotor head
The simple rotor
of a Robinson R22 showing (from the
top):
● The following are driven by
the link rods from the rotating part of the swashplate.
● Pitch hinges, allowing the
blades to twist about the axis extending from blade root to blade tip.
● Teeter hinge, allowing one
blade to rise vertically while the other falls vertically. This motion occurs
whenever translational relative wind is present, or in response to a cyclic
control input.
● Scissor link and
counterweight, carries the main shaft rotation down to the upper swashplate
● Rubber covers protect
moving and stationary shafts
● Swashplates, transmitting
cyclic and collective pitch to the blades (the top one rotates)
● Three non-rotating control
rods transmit pitch information to the lower swashplate
● Main mast leading down to main gearbox
For More: Swashplate (helicopter)
Controls vary
the pitch of the main rotor blades cyclically throughout rotation. The pilot
uses this to control the direction of the rotor thrust vector, which defines the part of the rotor disc where the maximum
thrust develops. Collective pitch varies the magnitude of rotor thrust by
increasing or decreasing thrust over the whole rotor disc at the same time.
These blade pitch variations are controlled by tilting, raising, or lowering
the swash plate with the flight controls. The vast majority of helicopters
maintain a constant rotor speed (RPM) during flight, leaving the angle of
attack of the blades as the sole means of adjusting thrust from the rotor.
The swash plate
is two concentric disks or plates. One plate rotates with the mast, connected
by idle links, while the other does not rotate. The rotating plate is also
connected to the individual blades through pitch links and pitch horns. The
non-rotating plate is connected to links that are manipulated by pilot
controls—specifically, the collective and cyclic controls. The swash plate can
shift vertically and tilt. Through shifting and tilting, the non-rotating plate
controls the rotating plate, which in turn controls the individual blade pitch.
Diagram of fully
articulated main rotor head
Juan de la Cierva developed the fully articulating rotor for the autogyro. The basis of his design permitted successful helicopter
development. In a fully articulated rotor system, each rotor blade is attached
to the rotor hub through a series of hinges that let the blade move
independently of the others. These rotor systems usually have three or more
blades. The blades are allowed to flap, feather, and lead or lag independently
of each other. The horizontal hinge, called the flapping hinge,
allows the blade to move up and down. This movement is called flapping and is
designed to compensate for dissymmetry
of lift.
The flapping hinge may be located at varying distances from the rotor hub, and
there may be more than one hinge. The vertical hinge, called the lead-lag
hinge or drag hinge, allows the blade to move back and
forth. This movement is called lead-lag, dragging, or hunting. Dampers are
usually used to prevent excess back and forth movement around the drag hinge.
The purpose of the drag hinge and dampers is to compensate for acceleration and
deceleration caused by Coriolis effect. Later models have switched from using traditional bearings
to elastomeric bearings. Elastomeric
bearings are naturally fail-safe and their wear is gradual and visible. The
metal-to-metal contact of older bearings and the need for lubrication is
eliminated in this design. The third hinge in the fully articulated system is
called the feathering hinge about the feathering axis. This hinge is
responsible for the change in pitch of rotor blades excited via pilot input to
the Collective or Cyclic. A variation of the fully articulated system is the
"soft-in-plane" rotor system. This type of rotor can be found on
several aircraft produced by Bell Helicopter, such as the OH-58D Kiowa Warrior. This system is similar to the fully articulated type in that
each blade has the ability to lead/lag and hunt independent of the other
blades. The difference between a fully articulated system and soft-in-plane
system is that the soft-in-plane system utilizes a composite yoke. This yoke is
attached to the mast and runs through the blade grips between the blades and
the shear bearing inside the grip. This yoke does transfer some movement of one
blade to another, usually opposing blades. While this is not fully articulated,
the flight characteristics are very similar and maintenance time and cost are
reduced.
● AgustaWestland AW109
● Hughes TH-55 Osage
● MD Helicopters MD 500
● Sikorsky S-300
The term "rigid rotor" usually refers to a hingeless rotor system with blades flexibly attached to the hub. Irv Culver of Lockheed developed one of the first rigid rotors, which was tested and developed on a series of helicopters in the 1960s and 1970s. In a rigid rotor system, each blade flaps and drags about flexible sections of the root. A rigid rotor system is mechanically simpler than a fully articulated rotor system. Loads from flapping and lead/lag forces are accommodated through rotor blades flexing, rather than through hinges. By flexing, the blades themselves compensate for the forces that previously required rugged hinges. The result is a rotor system that has less lag in control response because of the large hub moment typically generated. The rigid rotor system thus eliminates the danger of mast bumping inherent in teetering rotors.
● MBB Bo 105
● Eurocopter EC135
● HAL Dhruv/HAL Rudra
● HAL Light Combat Helicopter
Semirigid rotor system
The semirigid rotor
can also be referred to as a teetering or seesaw rotor. This system is normally
composed of two blades that meet just under a common flapping or teetering
hinge at the rotor shaft. This allows the blades to flap together in opposite
motions like a seesaw. Thisunderslinging of
the blades below the teetering hinge, combined with an adequate dihedral or
coning angle on the blades, minimizes variations in the radius of each
blade's center of mass from the axis of rotation as the rotor turns,
which in turn reduces the stress on the blades from lead and lag forces caused
by the Coriolis effect.
Secondary flapping hinges may also be provided to provide sufficient
flexibility to minimize bouncing. Feathering is accomplished by the feathering
hinge at the blade root, which allows changes to the pitch angle of the blade.
A
number of engineers, among them Arthur M. Young in the U.S. and radio-control aeromodeler Dieter Schlüter in
Germany, found that flight stability for helicopters could be achieved with a
stabilizer bar, or flybar. The flybar has a weight or paddle (or
both for added stability on smaller helicopters) at each end to maintain a
constant plane of rotation. Through mechanical linkages, the stable rotation of
the bar mixes with the swashplate movement to damp internal (steering) as well
as external (wind) forces on the rotor. This makes it easier for the pilot to
maintain control of the aircraft. Stanley Hiller arrived at a similar method to improve
stability by adding short stubby airfoils, or paddles, at each end.
However, Hiller's "Rotormatic" system also delivered cyclic control
inputs to the main rotor as a sort of control rotor, and the paddles provided
the added stability by damping the effects of external forces on the rotor.
The
Lockheed rotor system used a control gyro, similar in principle to that of the
Bell stabilizer bar, but designed for both hands-off stability and rapid
control response of the hingeless rotor system.
In fly-by-wire helicopters
or RC models, a microcontroller with gyroscope sensors and a Venturi sensor can
replace the stabilizer. This flybar-less design has the
advantage of easy reconfiguration and fewer mechanical parts.
● Bell 47
● Bell 206/OH-58
● Bell UH-1 Iroquois
● Robinson R22
Modern
rotor systems may use the combined principles of the rotor systems mentioned
above. Some rotor hubs incorporate a flexible hub, which allows for blade
bending (flexing) without the need for bearings or hinges. These systems,
called "flexures", are usually constructed from composite material.
Elastomeric bearings may also be used in place of conventional roller bearings.
Elastomeric bearings are constructed from a rubber type material and provide
limited movement that is perfectly suited for helicopter applications. Flexures
and elastomeric bearings require no lubrication and, therefore, require less
maintenance. They also absorb vibration, which means less fatigue and longer
service life for the helicopter components.
● Bell 407
● Bell 430
● Eurocopter AS350
Most
helicopters have a single main rotor but require a separate rotor to overcome
torque. This is accomplished through a variable-pitch antitorque rotor
or tail rotor. This is the design that Igor Sikorsky settled on for his VS-300 helicopter, and it has
become the recognized convention for helicopter design, although designs do
vary. When viewed from above, the vast majority of helicopter rotors turn
counter-clockwise; the rotors of French and Russian helicopters turn clockwise.
Antitorque: Torque effect on a helicopter
With
a single main rotor helicopter, the creation of torque as the engine turns the
rotor creates a torque
effect that causes the body of the helicopter to turn in the
opposite direction of the rotor. To eliminate this effect, some sort of antitorque control
must be used with a sufficient margin of power available to allow the
helicopter to maintain its heading and provide yaw control. The three most
common controls used today are the tail rotor, Eurocopter's Fenestron (also
called a fantail), and MD Helicopters' NOTAR.
Main article: Tail rotor
Tail
rotor of an SA 330 Puma
The
tail rotor is a smaller rotor mounted so that it rotates vertically or
near-vertically at the end of the tail of a traditional single-rotor
helicopter. The tail rotor's position and distance from the center of gravity allow
it to develop thrust in a direction opposite of the main rotor's rotation to
counter the torque effect created by the main rotor. Tail rotors are simpler
than main rotors since they require only collective changes in pitch to vary
thrust. The pitch of the tail rotor blades is adjustable by the pilot via the
anti-torque pedals, which also provide directional control by allowing the
pilot to rotate the helicopter around its vertical axis, thereby changing the
direction the craft is pointed.
Fenestron on
an EC 120B
For More: Fenestron
Fenestron and
FANTAIL are trademarks for
a ducted fan mounted
at the end of the tail boom of the helicopter and used in place of a tail
rotor. Ducted fans have between eight and eighteen blades arranged with
irregular spacing so that the noise is distributed over different frequencies.
The housing is integral with the aircraft skin and allows a high rotational
speed; therefore, a ducted fan can have a smaller size than a conventional tail
rotor.
The Fenestron was
used for the first time at the end of the 1960s on the second experimental
model of Sud Aviation's SA 340 and produced on the later model Aérospatiale SA 341 Gazelle.
Besides Eurocopter and its predecessors, a ducted fan tail
rotor was also used on thecanceled military helicopter project, the United States Army's RAH-66 Comanche, as the
FANTAIL.
Diagram
showing the movement of air through the NOTAR system
NOTAR,
an acronym for NO TAil Rotor,
is a helicopter anti-torque system that eliminates the use of the tail rotor on
a helicopter. Although the concept took some time to refine, the NOTAR system
is simple in theory and provides antitorque the same way a wing
develops lift by using the Coandă effect. A variable pitch fan is enclosed in the aft
fuselage section immediately forward of the tail boom and is driven by the main
rotor transmission. To provide the sideways force to counteract the clockwise
torque produced by a counterclockwise-spinning main rotor (as seen from
above the main rotor), the variable-pitch fan forces low pressure air through
two slots on the right side of the tailboom, causing the downwash from the
main rotor to hug the tailboom, producing lift and thus a measure of antitorque proportional
to the amount of airflow from the rotorwash. This is augmented by a direct
jet thruster which also provides directional yaw control, with the presence of
a fixed-surface empennage near the end of the tail, incorporating vertical
stabilizers.
Development
of the NOTAR system dates back to 1975 when engineers at Hughes Helicopters began
concept development work. In December 1981, Hughes flew an OH-6A fitted with NOTAR for
the first time.A more heavily modified prototype demonstrator first
flew in March 1986 and successfully completed an advanced flight-test program,
validating the system for future application in helicopter design. There are
currently three production helicopters that incorporate the NOTAR design, all
produced by MD Helicopters. This antitorque design also improves
safety by eliminating the possibility of personnel walking into the tail rotor.
A predecessor (of sorts) to this system existed in the form of Great Britain's Cierva W.9 helicopter, a late 1940s aircraft using the cooling fan from its piston engine to push air through a nozzle built into the tailboom to counteract rotor-torque.
For More: Tip jet
The
main rotor may be driven by tip jets. Such a system may be powered by high
pressure air provided by a compressor. The air may or may not be mixed with
fuel and burnt in ram-jets, pulse-jets, or rockets. Though this method is
simple and eliminates torque reaction, prototypes that have been built are less
fuel efficient than conventional helicopters. Except for tip jets driven by
unburnt compressed air, very high noise levels is the single most important
reason why tip jet powered rotors have not gained wide acceptance. However,
research into noise suppression is ongoing and may help make this system viable.
There
are several examples of tip jet powered rotorcraft. The Percival P.74 was
under-powered and could not fly. The Hiller YH-32 Hornet had good lifting capability but performed
poorly otherwise. Other aircraft used auxiliary thrust for translational flight
so that the tip jets could be shut down while the rotor autorotated. The
experimental Fairey Jet Gyrodyne, 48-seat Fairey Rotodyne passenger
prototypes and McDonnell XV-1 compound gyroplanes flew well using this method.
Perhaps the most unusual design of this type was the Rotary RocketRoton ATV, which was originally
envisioned to take off using a rocket-tipped rotor. The French Sud-Ouest Djinn used
unburnt compressed air to drive the rotor, which minimized noise and helped it
become the only tip jet driven rotor helicopter to enter production.
Counterrotating rotors
are rotorcraft configurations
with a pair or more of large horizontal rotors that turn in opposite directions
to counteract the torque effect on the aircraft without relying on an antitorque tail
rotor. This lets the aircraft apply the power that would have driven a tail
rotor to the main rotors, increasing lifting capacity. Primarily, three common
configurations use the counterrotating effect on rotorcraft. Tandem
rotors are two rotors—one mounted behind the other. Coaxial
rotors are two rotors mounted one above the other on the same
axis. Intermeshing rotors are two rotors mounted close to each
other at a sufficient angle to let the rotors intermesh over the top of the
aircraft. Another configuration—found on tiltrotors and some early
helicopters—is called transverse rotors, where a pair of rotors are mounted at
each end of a wing-type structure or outrigger.
Boeing CH-47 Chinook
For More: Tandem rotors
Tandem
rotors are two horizontal main rotor assemblies mounted one behind the other.
Tandem rotors achieve pitch attitude changes to accelerate and decelerate the
helicopter through a process called cyclic pitch. To pitch forward and
accelerate, both rotors increase the pitch at the rear and reduce the pitch at
the front (cyclic)keeping torque
the same on both rotors, flying sideways is achieved by increasing the pitch on
one side and reducing pitch on the other. Yaw control develops through opposing
cyclic pitch in each rotor. To pivot right, the front rotor tilts right and the
rear rotor tilts left. To pivot left, the front rotor tilts left and the rear
rotor tilts right. All rotor power contributes to lift, and it is simpler to
handle changes in the center of gravity fore-aft. However, it
requires the expense of two large rotors rather than the more common one large
main rotor and a much smaller tail rotor. The Boeing CH-47 Chinook is
the most common tandem rotor helicopter.
Kamov Ka-50 of
the Russian Air Force, with coaxial rotors
For More: Coaxial rotors
Coaxial
rotors are a pair of rotors mounted one above the other on the same shaft and
turning in opposite directions. The advantage of the coaxial rotor is that, in
forward flight, the lift provided by the advancing halves of each rotor
compensates for the retreating half of the other, eliminating one of the key
effects of dissymmetry of lift: retreating blade stall. However, other design considerations plague
coaxial rotors. There is an increased mechanical complexity of the rotor system
because it requires linkages and swashplates for two rotor systems. Also, because the
rotors must rotate in opposite directions, the mast is more complex, and
control linkages for pitch changes to the upper rotor system must pass through
the lower rotor system.
HH-43 Huskie
For More: Intermeshing rotors
Intermeshing
rotors on a helicopter are a set of two rotors turning in opposite directions
with each rotor mast mounted on the helicopter with a slight angle to the other
so that the blades intermesh without colliding. This configuration is sometimes
referred to as a synchropter. Intermeshing rotors have high stability and
powerful lifting capability. The arrangement was pioneered in Nazi Germany in
1939 with Anton Flettner's successful Flettner Fl 265 design, and later
placed in limited production as the successful Flettner Fl 282 Kolibri, used by
the German Kriegsmarine in
small numbers (24 airframes produced) as an experimental light anti-submarine warfare helicopter.
During the Cold War, an
American company, Kaman
Aircraft, produced the HH-43 Huskie for USAF firefighting and rescue missions. The latest Kaman
model, the Kaman K-MAX, is a
dedicated sky crane design.
Mi-12
For More: Transverse rotors
Transverse rotors are
mounted on the end of wings or outriggers perpendicular to the body of the
aircraft. Similar to tandem rotors and intermeshing rotors, the transverse
rotor also uses differential collective pitch. But like the intermeshing
rotors, the transverse rotors use the concept for changes in the roll attitude
of the rotorcraft. This configuration is found on two of the first viable
helicopters, the Focke-Wulf Fw 61 and the Focke-Achgelis Fa 223, as well
as the world's largest helicopter ever built, the Mil Mi-12. It is also the
configuration found ontiltrotors such
as the Bell-Boeing V-22
Osprey and the AgustaWestland AW609.
de Bothezat helicopter, 1923 photo
For More: Quadcopter
A quadcopter has
four rotors in an "X" configuration designated as front-left,
front-right, rear-left, and rear-right. Rotors to the left and right are in a
transverse configuration while those in the front and to the rear are in a
tandem configuration.
The main attraction of quadcopters is their mechanical simplicity, since a quadcopter using electric motors and fixed-pitch rotors has only four moving parts.
The
blades of a helicopter are long, narrow airfoils with
a high aspect ratio, a shape
that minimizes drag from tip vortices (see the wings of a glider for comparison). They
generally contain a degree of washout that reduces the lift generated at the
tips, where the airflow is fastest and vortex generation would be a significant
problem. Rotor blades are made out of various materials, including aluminium,
composite structure, and steel or titanium, with abrasion shields along the leading edge.
Rotorcraft
blades are traditionally passive; however, some helicopters include active
components on their blades. The Kaman K-MAX uses trailing edge flaps for blade pitch
control and the Hiller
YH-32 Hornet was powered by ramjets mounted on the
blade ends. As of 2010, research into active blade control through trailing
edge flaps is underway.Tips of some helicopter blades can be
specially designed to reduce turbulence and noise and to provide more efficient
flying. An example of such tips are the tips of the BERP rotors created
during the British Experimental Rotor Programme.
The
two families of airfoils are
● symmetrical airfoils
● asymmetrical airfoils
Symmetrical
blades are very stable, which helps keep blade twisting and flight control
loads to a minimum. This stability is achieved by keeping the center of
pressure virtually unchanged as the angle of attack changes. Center of
pressure is the imaginary point on the chord line where the resultant of all
aerodynamic forces are considered to be concentrated. Today, designers use
thinner airfoils and obtain the required rigidity by using composite
materials.
In addition, some airfoils are asymmetrical in design, meaning the upper and lower surface do not have the same camber. Normally these airfoils would not be as stable, but this can be corrected by bending the trailing edge to produce the same characteristics as symmetricalairfoils. This is called "reflexing." Using this type of rotor blade allows the rotor system to operate at higher forward speeds. One of the reasons an asymmetrical rotor blade is not as stable is that the center of pressure changes with changes in angle of attack. When the center of pressure lifting force is behind the pivot point on a rotor blade, it tends to cause the rotor disc to pitch up. As the angle of attack increases, the center of pressure moves forward. If it moves ahead of the pivot point, the pitch of the rotor disc decreases. Since the angle of attack of the rotor blades is constantly changing during each cycle of rotation, the blades tend to flap, feather, lead, and lag to a greater degree.
Mast Bumping - Causes and Prevention, US Army |
Helicopters with teetering rotors—for example the two-blade system on the Bell, Robinson and others—must not be subjected to a low-g condition because such rotor systems do not control the fuselage attitude. This can result in the fuselage assuming an attitude controlled by momentum and tail rotor thrust that causes the tail boom to intersect the main rotor tip-path plane or result in the blade roots contacting the main rotor drive shaft, causing the blades to separate from the hub (mast bumping).
For More: Brownout (aviation) — Sensory illusions
When operating in sandy environments, sand hitting the moving rotor blades erodes their surface. This can damage the rotors and presents serious and costly maintenance problems.
Abrasion strips on helicopter rotor blades are made of metal, often titanium or nickel, which are very hard, but less hard than sand. When a helicopter flies low to the ground in desert environments, sand striking the rotor blade can cause erosion. At night, sand hitting the metal abrasion strip causes a visible corona or halo around the rotor blades. The effect is caused by the pyrophoric oxidation of eroded particles, and by tripoluminescence where by impact with the sand particles produces photoluminesce.
The combat photographer and journalist Michael Yon observed the effect while accompanying U.S. soldiers in Afghanistan. When he discovered the effect had no name he coined the name "Kopp-Etchells Effect" after two soldiers who had died in the war, one American and one British.