Helicopters
Last updated: April 26, 2006.
Helicopters are highly maneuverable aircraft that fly not by forcing
air over a pair of fixed wings, like an airplane, but by spinning a
rotor blade at high speed. Leonardo da Vinci (1452–1519) is generally
credited with inventing the helicopter, but the first practical
helicopter was developed only in 1939 by Russian-born Igor Sikorsky
(1889–1972). Today, typical uses for helicopters include military
transportation and air-sea rescue.
Photo of Sikorsky's prototype helicopter/airplane, 1984. Picture courtesy of NASA Glenn Research Center (NASA-GRC).
Rotors are spinning wings
Each blade in a helicopter rotor is an airfoil, a wing with a curved
top and a straight bottom. As the blade spins around, air travels
faster over the top surface than under the bottom. This reduces air
pressure above the blade and produces an upward force called lift. The
pitch of the blades (the angle they make to the incoming airflow)
controls the amount of lift. During takeoff, the pilot increases the
pitch with a control called the collective pitch stick. The lift
produced is greater than the helicopter's weight and this makes the
helicopter rise upward. If the lift exactly equals the weight, the
helicopter hovers. If the weight is greater than the lift, the
helicopter descends to Earth. Turning the throttle increases the speed
of the blades and also increases lift.
Normally the lift produced by the rotor aims straight upward, but
the pilot can tilt the rotor blades with a device called the cyclic
pitch control to make the helicopter fly in a particular direction.
Although most of the lift force still points upward, some of it now
also points to the front, back, left, or right, tilting the entire
helicopter and pushing it in that direction.
The pilot's movements are transmitted from the cockpit to the rotor
blades by two disks called the upper and lower swash plates. The lower
swash plate does not rotate, but can tilt or move up and down. The
upper swash plate spins with the rotors on ball bearings on top of the
lower swash plate. When the pilot pushes the controls, the lower swash
plate nudges the upper swash plate, and the blades are tilted in turn
by a system of control rods.
Rotors and torque
According to the laws of physics, any force (or action) produces an
equal force (or reaction) in the opposite direction. This means the
torque (rotating force) produced by a helicopter's blades tends to turn
the fuselage (the main helicopter body) in the opposite direction. All
helicopters have either a second propeller or another device to
counteract the torque of the main blade. In most helicopters, a tail
rotor balances the torque by pushing in the opposite direction to the
main rotor. Some helicopters have two rotors mounted on the same shaft,
which turn in opposite directions to cancel the torque. Others (notably
the large military Chinook helicopters) have a rotor at the front and a
rotor at the back and cancel the torque by turning in opposite
directions. Tail rotors solve one problem but can cause others. Noisy
and dangerous to passengers, the tail rotor of a helicopter is also
highly susceptible to damage from passing birds or debris. This is a
big problem, because a helicopter with a damaged tail rotor is
dangerously uncontrollable. NOTAR helicopters have a giant fan inside
the fuselage that sucks in air just behind the cockpit and blows it out
again through a side hole near the tail. This produces the same
sideways force as a tail rotor, but is quieter and safer.
Tilt-rotor aircraft
Photo of NASA's prototype tilt-rotor airplane, 1980. Picture courtesy of NASA Dryden Flight Research Center.
Tilt-rotor aircraft combine the maneuverability of a helicopter with
the speed, range, and economy of a small airplane. Like an airplane,
they have wings and propellers. But the propellers can be rotated to
point upward, enabling the airplane to take off and land vertically in
a confined space. Once the craft is airborne, the propellers can be
turned back so it can fly along like a conventional airplane. Boeing's
Osprey is an example of a tilt-rotor craft like this.