Basic Aerodynamics
Modern flight was made possible largely through the development of engines light enough and powerful enough to be able to overcome the drag forces discussed in the previous section. From the Wright brothers through most of WWII, the internal combustion engine was refined as an aircraft powerplant. Probably the most highly developed of all the internal combustion engine types was the air-cooled radial which reached its pinnacle with the Pratt and Whitney R-4360 Wasp Major, a turbo-supercharged 28 cylinder engine with 4 rows of seven cylinders each, displacing a total of 4,360 cubic inches. As installed in the Convair B-36, it produced 3800 horsepower and represented the crowning achievement of the engine designers. No discussion, however, of aviation powerplants would be complete without mentioning the another engine type which was also highly successful in its application in the P-51D. That engine is the Rolls-Royce-designed Merlin, a liquid-cooled narrow V-12 with a displacement of 1649 cubic inches and a power output of 1695 horsepower.
Well before the end of WWII, though, a German aircraft, the Messerschmitt Me-262 Schwalbe (Swallow) heralded the end of an era. With two Junkers Jumo 004B-1 engines, the Me-262 was the first operational jet aircraft. Even though it was not brought on line early enough to have a significant effect on the outcome of the war and had notoriously unreliable engines, the Me-262 showed the promise of turbine propulsion. Even the Convair B-36 was a hybrid, with 6 Pratt and Whitney R-4360s and 4 J47-GE-19 jet engines.
The military, of course, pioneered the jet engine revolution as only the government had the money required for the necessary research and development. The six engine B-47 flew years before Boeing developed its famous 707. In fact, the Pratt & Whitney J-57 engine which, in May of 1953, enabled the Air Force F-100 to be the first production aircraft to break the speed of sound, was used just about a year later in July of 1954 to power the first prototype of the B707. That commercial version of the military J-57 was designated the JT-3. The Douglas DC-8 later used the same engine. The commercial switch to turbine powerplants lagged the military by nearly a decade. In their early days, jet engines were pretty unreliable, wheezy affairs that only really provided advantage at higher altitudes and airspeeds unattainable by piston-powered aircraft. The engineering challenges were overcome, though, and the jet engine became the mainstream for both heavy aircraft and high performance aircraft.
What are the differences between the powerplant types? The first glance provides some insight. All recips have a big fan mounted on the business end of the crankshaft (the "business" end varies among aircraft - on most airplanes it is the front, but the historical turning point, the B-36, had its R-4360s mounted as "pushers" with the props aft of the wing trailing edge). The propeller consists of a number of blades (I have seen anywhere from 2 to 6). Each blade is, in effect, a long narrow "wing"; that is, an airfoil. As the prop is turned by the engine, the blades produce lift, which is manifested as forward thrust. The design of the blades, however, is complicated by the fact that their tangential velocity increases with increasing distance from the hub. Without delving into the math, in order to maintain a more or less constant angle of attack along the length of a blade, it is necessary to impart to its airfoil a significant amount of twist. The problem encountered with a prop is that the tip velocity must be kept in the subsonic realm. Consider a 15 foot diameter prop turning at 1000 RPM. I'll leave the arithmetic to you, but I calculate a tip speed of 535.50 mph. At sea level in a standard atmosphere that corresponds to Mach .70, while at 20,000 feet it is .76 Mach - already encroaching into the transonic region. You might ask why not make the blades shorter and allow them to turn faster? The issue here is one of tip losses. The most efficient airfoils are those with a high aspect ratio; that is large wingspan compared to chord width. As you approach the end of a wing, a significant amount of spanwise flow develops, spilling the lower pressure air from above the wing off the end and mixing it with the higher pressure air from below. This creates a vortex at the tip which increases drag and generally reduces the effective lift of the wing. This is a significant effect and a large waste of engine horsepower. The next problem is that as aircraft speed increases, the effective angle of attack of the blade increases and since we can't increase the blade's tangential speed to compensate, we can only increase the pitch. These effects end up in a stalemate - you just get up against a wall at some speed.
Another problem endemic to the recip engine is that with increasing altitude comes decreasing air density. As any hot rodder knows, the way to get more power out of a recip engine is to cram more fuel and air into the cylinders to increase its Brake Mean Effective Pressure (BMEP). Decreasing the air density is destructive to this end. Recip engines, therefore, need superchargers to maintain efficiency at altitude. Relatively simple radial engines, like the P & W R-2000, have a single speed supercharger which provides about 15 psi of boost at takeoff and, typically, 10 psi of boost at cruise. More sophisticated engines use gearboxes in the supercharger drives to allow for higher speed operation at higher altitudes. Once again, however, it is a losing battle. The rule of thumb aviators learn quickly is that at 18,000' altitude, half of the atmosphere is below you. That is the point at which pressure has dropped to half that of sea level. At sea level, 10 psi of boost gives you a net absolute manifold pressure of almost 25 psi, while at 18,000', you only have a bit over 17 psi. A high performance recip aircraft, such as the P-51D, could only achieve a maximum speed of about 380 knots at 25,000 feet. Virtually any modern jet passenger aircraft can easily exceed that.
In an engine/propeller system, the propeller is the speed governor for the engine. The propellers are deceptively complicated devices which can vary the blade angle over a wide range. The props are literally set up as governors for engine speed through a complex mechanical linkage which varies the blade pitch angle to regulate engine speed. The pilot can control engine speed by setting it with his prop levers. He then sets the desired power output with engine's throttles. Power output is determined by directly measuring the intake manifold pressure or even BMEP. In the C-7A, a typical cruise setting was 2000 RPM (engine speed - prop speed was half that through a planetary gearset) and 20 inches (of mercury) manifold pressure boost.
It is not coincidental that recip engines are measured by their horsepower and jet engines are measured by their thrust. To a first order approximation, a jet engine does, indeed, produce a fixed amount of thrust, independent of its speed through the air. Thrust is nothing more than the total force the engine produces and if you remember from that physics class of long ago, power is Force x Velocity. Thus the "horsepower" of a jet engine increases in direct proportion to its speed, whereas the net "thrust" of a recip engine decreases with increased speed. To put some numbers on that, a C-141A with P & W TF-33 P7 engines (21,000 lbs. of thrust at takeoff, and perhaps 15,000 lbs. in cruise) in a 500 mph cruise produces somewhere on the order of 20,000 horsepower per engine! Those are only medium-sized engines by today's standards. Large, wide-body commercial aircraft now have engines in the 50,000 - 90,000 pound thrust class. What is ironic is that modern jet engines bypass varying amounts of air past the high pressure compressors and combustion chambers and directly out the rear of the engine. In a TF-33 P7, the bypass ratio was about 50%, while in the new large commercial engines, the ratio may be 6 or 7 to one. The low pressure compressor, in effect, is nothing more than a ducted propeller!
That duct makes all the difference. By maintaining very close clearances between the end of the compressor blades and the compressor shroud, blade tip effects are almost eliminated and thrust is produced very efficiently by relatively short, wide chord blades. This concept is being explored with great interest now, since we have both the supercomputers to analyze three-dimensional compressible flow and the precise numerically controlled machine tools to create extremely complex fan blade shapes.
Another difference between the recip and the jet is that of reliability. A C-7A had a high time engine at 1000 hours of total time. At 1200 hours, you literally held your breath when you made power changes (the most likely time for failure) and I never saw one with 1300 hours on it. In something like 700 hours of flying time in the C-7A, I had two catastrophic engine failures. A modern jet engine routinely goes 10,000 hours or more between overhauls and in thousands of flying hours, I have never seen a catastrophic failure. The jet, unlike the recip, has no reciprocating parts which generate very high periodic bearing loadings and has almost no direct contact parts like the piston/piston rings and cylinder wall. The rotating parts in a jet engine are very precisely balanced, using machines similar to the dynamic wheel balancers we have all seen when we buy a new set of tires.
Since we all are familiar with automobiles and the engines which power them, understanding the basic principle of a recip engine is almost second nature. Jet engines, on the other hand, are much more mysterious. A jet engine inhales air at the front and compresses it through a number of axial compressor stages. The high pressure air exiting the compressor is introduced into a combustion chamber where it is mixed with fuel and ignited. The now very hot gases exiting the combustion chamber flow through a set of axial flow turbine stages which extract enough energy to run the compressor and to power accessories such as the hydraulic pump, the generator, and the high pressure fuel pump. The whole idea, though, is to take a in mass of air and accelerate it before expelling it out the back. If Sit Isaac Newton can be believed, then Force = Mass x Acceleration. To put some rough numbers on things, the compressor increases the inlet pressure by about a factor of about 30 and increases inlet air temperature by over 1000° F. Temperature rises to around 4000° F in the combustor and has dropped to about 750° F at the turbine exit.
In modern fan jet engines, like those pictured above, it is desirable to run the fan (first compressor) stage at a much slower speed than the high pressure end of the compressor section, so the engine will have two, or even three separate "spools". In a two spool engine, the outermost compressor and turbine stages are mounted on a shaft. A second hollow shaft, through which the first spool's shaft runs coaxially, connects the inner compressor and turbine stages. Turbine and compressor blade geometries are carefully designed the achieve the correct rotational speeds on each spool. The first spool, or N1 section is completely mechanically independent of the second, or N2 spool. In fact, you can reach up and spin the fan section with your finger - it rotates freely. Since the accessory drive must be taken off the outermost shaft, it is the N2 section which drives the accessories and provides a connection point for a starter. A three spool engine, such as the Rolls-Royce RB-211, adds another spool in an attempt to better match compressor speed with the very short compressor blade lengths in the highest pressure section. In this case, the N1 and N2 sections are both free-rotating and the N3 section drives the accessories.
The accessories themselves are quite impressive. Generators are driven by hydraulic devices called constant speed drives or CSDs. A CSD is basically a variable volume hydraulic pump which is closely connected to a hydraulic motor. The gear-driven engine power takeoff runs the pump and the generator is connected to the motor. Over a reasonable range of input speeds (engine idle to takeoff thrust) the output motor is able to maintain an almost constant speed. For most aircraft, 115 volt, three phase, 400 Hz. power is standard. These generators are large - a B727 has three 40 KVA units and a C-141 has four 50 KVA units. The generators are sized generously to allow for engine failure situations. Both of those aircraft can maintain essential electrical power in a two engine out situation. The hydraulic pump is also a variable volume pump which can produce high volumes of hydraulic fluid at 3000 psi. For most modern aircraft, 3000 psi is about the standard hydraulic system pressure. In addition to operating the flight controls, hydraulic cylinders operate the landing gear, hydraulic motors operate the trailing edge flaps, and even the brakes are powered by the hydraulic system through control valves operated by the rudder pedals and moderated by the anti-skid system. Unlike the electrical system, in which the generators operate in parallel on a common bus system with a hierarchical load-shedding system, the hydraulic systems are carefully isolated. The flight controls, which have the highest priority, have completely independent dual hydraulic systems, operated from separate pumps. In the B727, system A is provided by the pumps on engines 1 and 2, while system B is powered by two electrical pumps. In the C-141, the two primary systems are powered by engine pumps and the tertiary system is powered by electric pumps.
All in all, jet engines are more powerful, retain their performance at high speed and altitude, and are more reliable. They certainly have removed some of the romance of flying, however. Starting a jet engine is pretty boring. Some aircraft like the T-38 and C-141 have completely automatic engine start sequencers - you just push the start button and make sure you get a clean light off. Others, like the Boeing 727 allow the pilot to actually turn on the fuel at the appropriate N2 RPM. Nothing can compare to the art of starting a cantankerous P & W radial, though. With the radial there is absolutely no science involved - it is a black art which requires a complex vocabulary of curses and encouragements, appropriate body English, and a highly skilled left hand (at least on a Caribou). There is no finer sound than 2000 cubic inches of Pratt and Whitney coming to life in a billowing cloud of blue oil smoke and settling down to a contented idle.