Tag Archives: Inertial Roll Coupling

20 October 1952

Douglas X-3 (NASA)
Douglas X-3 49-2892. Rogers Dry Lake is in the background. (NASA)

20 October 1952: At Edwards Air Force Base, California, Douglas Aircraft Company test pilot William Barton (“Bill”) Bridgeman made the first test flight of the X-3 twin-engine supersonic research airplane. During a high-speed taxi test five days earlier, Bridgeman and the X-3 had briefly been airborne for approximately one mile over the dry lake bed, but on this flight he spent approximately 20 minutes familiarizing himself with the new airplane.

William Barton “Bill” Bridgeman, 1916–1968. (LIFE Magazine)

Bill Bridgeman had been a Naval Aviator during World War II, flying the Consolidated PBY Catalina and PB4Y (B-24) Liberator long range bombers with Bombing Squadron 109 (VB-109), “The Reluctant Raiders.”

Bridgeman stayed in the Navy for two years after the war, then he flew for Trans-Pacific Air Lines in the Hawaiian Islands and Southwest Airlines in San Francisco, before joining Douglas Aircraft Co. as a production test pilot. He checked out new AD Skyraiders as they came off the assembly line at El Segundo, California. He soon was asked to take over test flying the D-558-2 Skyrocket test program at Muroc Air Force Base (now, Edwards AFB.) With the Skyrocket, he flew higher—79,494 feet (24,230 meters)—and faster—Mach 1.88—than any pilot had up to that time.

Douglas X-3 parked on Rogers Dry Lake, 1956 (NASA)
Douglas X-3 parked on Rogers Dry Lake, 1956 (NASA)

The Douglas X-3, serial number 49-2892, was built for the Air Force and NACA to explore flight in the Mach 1 to Mach 2 range. It was radically shaped, with a needle-sharp nose, very long thin fuselage and small straight wings. The X-3 was 66 feet, 9 inches (20.345 meters) long, with a wing span of just 22 feet, 8.25 inches (6.915 meters). The overall height was 12 feet, 6.3 inches (3.818 meters). The X-3 had an empty weight of 16,120 pounds (7,312 kilograms) and maximum takeoff weight of 23,840 pounds (10,814 kilograms).

It was to have been powered by two Westinghouse J46 engines, but when those were unsatisfactory, two Westinghouse XJ34-WE-17 engines were substituted. This was an axial flow turbojet with an 11-stage compressor and 2-stage turbine. It was rated at 3,370 pounds (14.99 kilonewtons) of thrust, and 4,900 pounds (21.80 kilonewtons) with afterburner. The XJ34-WE-17 was 14 feet, 9.0 inches (4.496 meters) long, 2 feet, 1.0 inch (0.635 meters) in diameter and weighed 1,698 pounds (770 kilograms).

The X-3 had a maximum speed of 706 miles per hour (1,136 kilometers per hour) and a service ceiling of 38,000 feet (11,582 meters).

This view of the Douglas X-3 shows its very small wings and tail surfaces. (NASA)
This view of the Douglas X-3 shows its very small wings and tail surfaces. (NASA)

The X-3 was very underpowered with the J34 engines and could just reach Mach 1 in a shallow dive. Its highest speed, Mach 1.208, required a 30° dive. The research airplane was therefore never able to be used in flight testing in the supersonic speed range for which it was designed. Because of its design characteristics, though, it became useful in exploring stability and control problems encountered in the transonic range.

Two X-3 aircraft had been ordered from Douglas, but only one completed.

In addition to Bill Bridgeman, the Douglas X-3 was flown by Air Force test pilots Major Chuck Yeager and Lieutenant Colonel Frank Everest, and NACA High Speed Flight Station research pilot Joseph A. Walker.

NACA flight testing began in August 1954. On the tenth flight, 27 October, Joe Walker put the X-3 into abrupt left aileron rolls at 30,000 feet (9,144 meters), first at 0.92 Mach and then at Mach 1.05. Both times, the aircraft violently yawed to the right and then pitched down.

This was a new and little understood condition called inertial roll coupling. It was a result of the aircraft’s mass being concentrated within its fuselage, the torque reactions and gyroscopic effect of the turbojet engines and the inability of the wings and control surfaces to stabilize the airplane and overcome its rolling tendency. (Just two weeks earlier, North American Aviation’s Chief Test Pilot George S. Welch had been killed when the F-100A Super Sabre that he was testing also encountered inertial roll coupling and disintegrated.) A post-flight inspection found that the X-3 had reached its maximum design load. The X-3 was grounded for the next 11 months.

Joe Walker resumed flight testing the X-3 in 1955. It’s last flight was 23 May 1956. After the flight test program came to an end, the X-3 was turned over to the National Museum of the United States Air Force, Wright-Patterson Air Force Base, Ohio.

Douglas X-3 49-2892 at the National Museum of the United States Air Force. (NASM)

© 2016, Bryan R. Swopes

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15 October 1952

William Barton Bridgeman
William Barton Bridgeman. (Photograph courtesy of Neil Corbett, Test and Research Pilots, Flight Test Engineers)

15 October 1952: At Edwards Air Force Base, California, Douglas Aircraft Company test pilot William Barton (“Bill”) Bridgeman, while conducting high speed taxi tests, took a short flight in the new Douglas X-3. The experimental airplane flew about one mile (1.6 kilometers) over the dry lake bed before touching down. The official first flight would come five days later on 20 October.

In his biography, The Lonely Sky, Bill Bridgeman discussed his concerns about taking on the new project:

Then one morning Johnny called me to his office. "Bill, we would like you to take a look at the X-3. Maybe you would like to test her. She's in the final stages over in Hangar Three. Go over and take a look at the mock-up. See what you think. . ." On the ground floor in front of a door marked KEEP OUT. SECRET PROJECT MX656. . . . — The Lonely Sky, by William Bridgeman and Jacqueline Hazard, Cassell and Company Limited, London, 1956, Chapter XXIII at Page 276.
Mock-up of the Douglas X-3 (U.S. Air Force)
William B. Bridgeman with the Douglas X-3.
William B. Bridgeman with the Douglas X-3.

“Then one morning Johnny called me to his office. ‘Bill, we would like you to take a look at the X-3. Maybe you would like to test her. She’s in the final stages over in Hangar Three. Go over and take a look at the mock-up. See what you think. . . ‘ On the ground floor in front of a door marked KEEP OUT. SECRET PROJECT MX656. . .

“I climbed aboard. In order to get into the cockpit, the seat was mechanically lowered to the ground. There was a button to raise the elevator. It buzzed ominously as it very slowly lifted me into the nose. Visibility was extremely poor from her windows, they were faired-in exaggerations of the Skyrocket slits. It was impossible to see the ground. The thin, insecure looking wings were so far behind me that they were out of sight. It would take some weighing to decide whether or not I wanted to bet my life on the integrity of this ship. . .

“I was afraid to take on this airplane. I was also afraid someone else would accept the challenge. And I was afraid that I would decide to accept it.”

The Lonely Sky, William Bridgeman with Jacqueline Hazard, Cassell and Company Limited, London, 1956, Chapter XXIII at Page 276–278.

Douglas X-3 Stilleto

The Douglas X-3, serial number 49-2892, was built for the Air Force and the National Advisory Committee for Aeronautics (NACA) to explore flight in the Mach 1 to Mach 2 range. It was radically shaped, with a needle-sharp nose, very long thin fuselage and small straight wings. The X-3 was 66 feet, 9 inches (20.345 meters) long, with a wing span of just 22 feet, 8.25 inches (6.915 meters). The overall height was 12 feet, 6.3 inches (3.818 meters). The X-3 had an empty weight of 16,120 pounds (7,312 kilograms) and maximum takeoff weight of 23,840 pounds (10,814 kilograms).

It was to have been powered by two Westinghouse J46 engines, but when those were unsatisfactory, two Westinghouse XJ34-WE-17 engines were substituted. This was an axial flow turbojet with an 11-stage compressor and 2-stage turbine. It was rated at 3,370 pounds (14.99 kilonewtons) of thrust, and 4,900 pounds (21.80 kilonewtons) with afterburner. The XJ34-WE-17 was 14 feet, 9.0 inches (4.496 meters) long, 2 feet, 1.0 inch (0.635 meters) in diameter and weighed 1,698 pounds (770 kilograms).

The X-3 had a maximum speed of 706 miles per hour (1,136 kilometers per hour) and a service ceiling of 38,000 feet (11,582 meters).

Three-view drawing of the Douglas X-3. (NASA)
Three-view drawing of the Douglas X-3. (NASA)

The X-3 was very underpowered with the J34 engines, and could just reach Mach 1 in a shallow dive. The X-3′s highest speed, Mach 1.208, required a 30° dive. It was therefore never able to be used in flight testing the supersonic speed range for which it was designed.

The X-3 was prone to Inertial Roll Coupling, a newly discovered and very dangerous situation in which an aircraft goes out of control in all three axes. Because of its design characteristics—a very long, thin, fuselage, small wings and tail surfaces, and concentrated mass—the X-3 was very useful in exploring stability and control in the transonic range.

At one point, replacing the X-3’s turbojet engines with two Reaction Motors XLR-11 rocket engines was considered. Predictions were that a rocket-powered X-3 could reach Mach 4.2. However, with Mach 2 Lockheed F-104 becoming operational and North American Aviation’s X-15 hypersonic research rocketplane under construction, the idea was dropped. Technology had passed the X-3 by.

Two X-3 aircraft had been ordered from Douglas, but only one completed. In addition to Bill Bridgeman, the Douglas X-3 was flown by Air Force test pilots Major Chuck Yeager and Lieutenant Colonel Frank Everest, and NACA test pilot Joseph A. Walker.

After the flight test program came to an end in May 1956, the X-3 was turned over to the National Museum of the United States Air Force, Wright-Patterson Air Force Base, Ohio.

The Douglas X-3 in flight, just a few feet above the dry lake bed at Edwards AFB, California. (Cropped from a LIFE Magazine image at Jet Pilot Overseas)
The Douglas X-3 in flight, just a few feet above the dry lake bed at Edwards AFB, California. (Cropped detail from a LIFE Magazine image at Jet Pilot Overseas)

© 2016, Bryan R. Swopes

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12 October 1954

North American Aviation’s Chief Engineering Test Pilot, George S. Welch, with the first prototype YF-100A Super Sabre, 52-5754. (U.S. Air Force)

12 October 1954: North American Aviation Chief Engineering Test Pilot George S. Welch, testing the ninth production F-100A-1-NA Super Sabre, serial number 52-5764, made a planned 7.3 G pullout from a Mach 1.55 dive to verify the aircraft’s design limits.

A Boeing B-47 Stratojet crew flying at 25,000 feet (7,620 meters) reported that Welch’s F-100 winged over and began a rapid descent, passing within four miles (6.4 kilometers) of their position and diving at a very high speed. The aircraft appeared to be under control but then suddenly disintegrated.

The Super Sabre had encountered Inertial Roll Coupling. It went out of control and then disintegrated. Its nose folded over the windshield, crushing Welch in his seat. The vertical fin broke away. The ejection seat fired but because of the supersonic speeds the parachute was shredded.

Welch was still alive when rescue teams arrived. He died while being flown to a hospital by helicopter.

George S. Welch, North American Aviation test pilot, wearing his orange flight helmet. An F-86 Sabre is in the background. (San Diego Air and Space Museum Photo Archives)

Inertial roll coupling led to the death of test pilot Mel Apt when his rocket-powered airplane, the Bell X-2, went out of control at Mach 3.2 It nearly killed Chuck Yeager when he lost control of the Bell X-1B at Mach 2.4. It is a complex phenomenon which I will briefly attempt to explain:

To increase maximum speed of transonic and supersonic airplanes during the late 1940s and early 1950s, their wings and tail surfaces were made smaller in order to decrease aerodynamic drag. At the same time, the fuselage became longer and the placement of engines, armament, landing gear, fuel, etc., within the fuselage concentrated the airplane’s mass near its center. While the gyroscopic effects of the turbojet engine contributed some degree of longitudinal stability, the torque effect made rolls to the left occur more easily, but with a higher rate than a roll to the right. The resistance to a change in attitude—inertia—decreased at the same time that the control surfaces’ ability to control the airplanes’ attitude also decreased. The airplanes became unstable.

This North American Aviation F-100-1-NA Super Sabre, 52-5761, is from the same production black as the aircraft flown by George Welch, 12 October 1954. (U.S. Air Force)
This North American Aviation F-100-1-NA Super Sabre, 52-5761, is from the same production block as the aircraft flown by George Welch, 12 October 1954. This photograph shows FW-761 with the original short vertical fin of the F-100A. (North American Aviation, Inc.)
North American Aviation F-100A-1-NA Super Sabre  52-5763, sister ship of the airplane flown by George Welch, 12 October 1954. (North American Aviation, Inc.)

When George Welch tried to pull the F-100 out of its supersonic dive, the airplane’s speed began to decrease as the angle of attack increased. The wings’ ability to stabilize the natural roll instability of the fuselage’s concentrated mass was lessened, and the ailerons could not provide sufficient control to counteract this rolling tendency. The low vertical fin of the original F-100A did not provide adequate directional stability. The Super Sabre rolled and then yawed, entering a side slip. This caused the Super Sabre to pitch down and it was suddenly out of control in all three axes. The physical forces exceeded the strength of the aircraft structure and it came apart.¹

[Aerodynamicists and Aeronautical Engineers: Your corrective comments are welcome.]

Wreckage of North American Aviation F-100A Super Sabre, 12 October 1954. (U.S. Air Force)
Wreckage of North American Aviation F-100A-1-NA Super Sabre 52-5764, 12 October 1954. (North American Aviation, Inc.)

Following the death of George Welch, NACA High Speed Flight Station research test pilot Albert Scott Crossfield spent three months conducting flight tests of the F-100A, demonstrating its inertial roll coupling characteristics using three different vertical fins. F-100A-5-NA 52-5778 was Crossfield’s test aircraft.

Scott Crossfield flew the F-100A-5-NA, 52-5778, in flight testing at the NACA High Speed Flight Station, October–December 1954. (NASA)
Test Pilot A. Scott Crossfield flew this F-100A-5-NA, 52-5778, in flight testing at the NACA High Speed Flight Station, October–December 1954. (NASA)

The North American Aviation F-100 Super Sabre was designed as a supersonic day fighter. Initially intended as an improved F-86D and F-86E, it soon developed into an almost completely new airplane. The fuselage incorporated the “area rule,” a narrowing in the fuselage width at the wings to increase transonic performance, similar to the Convair F-102A. The Super Sabre had a 49° 2′ sweep to the leading edges of the wings and horizontal stabilizer. The ailerons were placed inboard on the wings and there were no flaps, resulting in a high stall speed in landing configuration. The horizontal stabilizer was moved to the bottom of the fuselage to keep it out of the turbulence created by the wings at high angles of attack. The F-100A had a distinctively shorter vertical fin than the YF-100A. The upper segment of the vertical fin was swept 49° 43′.

There were two service test prototypes, designated YF-100A, followed by the production F-100A series. The first ten production aircraft (all of the Block 1 variants) were used in the flight testing program.

The F-100A Super Sabre was 47 feet, 1¼ inches (14.357 meters) long with a wingspan of 36 feet, 6 inches (11.125 meters). With the shorter vertical fin, the initial F-100As had an overall height of 13 feet, 4 inches (4.064 meters), 11 inches (27.9 centimeters) less than the YF-100A.

Following Welch's accident, NACA designed a new vertical fin for the F-100A. Ii was taller but also had a longer chord. This resulted in a 10% increase in area. (NASA E-1573)
Following Welch’s accident, the NACA High Speed Flight Station tested the Super Sabre and designed a new vertical fin for the F-100A. The two F-100As in this photograph are both from the second production block (F-100A-5-NA). 52-5778, on the left, has the new fin, while 52-5773 retains the original short fin. The new fin is taller but also has a longer chord. This resulted in a 10% increase in area. (NASA)

The F-100A had an empty weight of 18,135 pounds (8,226 kilograms), and gross weight of 28,899 pounds (13,108 kilograms). Maximum takeoff weight was 35,600 pounds (16,148 kilograms). It had an internal fuel capacity of 755 gallons (2,858 liters) and could carry two 275 gallon (1,041 liter) external fuel tanks.

The early F-100As were powered by a Pratt & Whitney Turbo Wasp J57-P-7 afterburning turbojet engine. It was rated at  9,700 pounds of thrust (43.148 kilonewtons) for takeoff, and 14,800 pounds (65.834 kilonewtons) with afterburner. Later production aircraft used a J57-P-39 engine. The J57 was a two-spool axial flow turbojet which had a 16-stage compressor, and a 3-stage turbine. (Both had high- and low-pressure stages.) The engine was 15 feet, 3.5 inches (4.661 meters) long, 3 feet, 5.0 inches (1.041 meters) in diameter, and weighed 4,390 pounds (1,991 kilograms).

The Super Sabre was the first U.S. Air Force fighter capable of supersonic speed in level flight. It could reach 760 miles per hour (1,223 kilometers) at Sea Level. (Mach 1 is 761.1 miles per hour, 1,224.9 kilometers per hour, under standard atmospheric conditions.) Its maximum speed was 852 miles per hour (1,371 kilometers per hour) at 35,000 feet (10,668 meters). The service ceiling was 44,900 feet (13,686 meters). Maximum range with external fuel was 1,489 miles (2,396 kilometers).

The F-100 was armed with four M-39 20 mm autocannons, capable of firing at a rate of 1,500 rounds per minute. The ammunition capacity of the F-100 was 200 rounds per gun.

North American Aviation built 199 F-100A Super Sabres at its Inglewood, California, plant before production shifted to the F-100C fighter bomber variant. Approximately 25% of all F-100As were lost in accidents.

his is the fifth production F-100A-1-NA Super Sabre, 52-5760, in flight southeast of San Bernardino, California. This fighter is from the same production block as 52-5764, the fighter being tested by George Welch, 12 October 1954. In this photograph, FW-760 has the taller vertical fin that was designed to improve the Super Sabre's controlability. (U.S. Air Force)
This is the fifth production F-100A-1-NA Super Sabre, 52-5760, in flight southeast of San Bernardino, California, 24 June 1955. This fighter is from the same production block as 52-5764, the fighter being tested by George Welch, 12 October 1954. In this photograph, FW-760 has the taller vertical fin that was designed by NACA to improve the Super Sabre’s stability. (North American Aviation, Inc.)

George Welch was born George Lewis Schwartz, Jr., in Wilmington, Delaware, 10 May 1918. He was the first of two sons of George Lewis Schwartz, a chemist at the Dupont Experimental Station in Wilmington, and Julia Welch Schwartz. His parents changed his surname to Welch, his mother’s maiden name, so that he would not be effected by the anti-German prejudice that was widespread in America following World War I.

He studied mechanical engineering at Purdue University, Indiana, and enlisted in the Army Air Corps in 1939. Welch graduated from pilot training at Kelly Field, Texas, and on 4 October 1940, was commissioned as a second lieutenant, U.S. Army Air Corps.

Second Lieutenant Kenneth M. Taylor and Second Lieutenant George S. Welch, 47th Pursuit Squadron, 15th Pursuit Group, the two Curtiss P-40B Warhawk pilots who shot down 8 Japanese aircraft during the attack on Pearl Harbor, Hawaii, 7 December 1941. Both officers were awarded the Distinguished Service Cross. (U.S. Air Force)

George S. Welch is best remembered as one of the heroes of Pearl Harbor. He, along with Second Lieutenant Kenneth M. Taylor, were the only two fighter pilots to get airborne from Haleiwa Auxiliary Airfield during the Japanese surprise attack on Hawaii, 7 December 1941. Flying a Curtiss P-40B Warhawk, he shot down three Aichi D3A “Val” dive bombers and one Mitsubishi A6M2 Zero fighter. Taylor also shot down four Japanese airplanes. For this action, Lieutenant General Henry H. “Hap” Arnold recommended the Medal of Honor, but because Lieutenants Welch and Taylor had taken off without orders, an officer in their chain of command refused to endorse the nomination. Both fighter pilots were awarded the Distinguished Service Cross.

During the War, Welch flew the Bell P-39 Airacobra and Lockheed P-38 Lightning on 348 combat missions. He had 16 confirmed aerial victories over Japanese airplanes and rose to the rank of Major. In addition to the Distinguished Service Cross, George Welch was awarded the Silver Star, the Distinguished Flying Cross with two oak leaf clusters (three awards), the Air Medal with one oak leaf cluster (two awards), the Presidential Unit Citation with two oak leaf clusters (three awards), American Defense Service medal with one service star, American Campaign Medal, Asiatic-Pacific Campaign Medal with one silver and one bronze star (six campaigns), and the World War II Victory Medal.

George Welch, circa 1943. (Unattributed)
George Welch, circa 1943. (Unattributed)

Welch received the nickname, “Wheaties,” because he was the first military officer to be featured on a box of Wheaties cereal. (Wheaties, “The Breakfast of Champions,” was a toasted wheat bran cereal produced by General Mills. It normally featured champion athletes on its distinctive orange-colored boxes.)

Suffering from malaria, George Welch was out of combat and recuperating in Australia. There he met Miss Janette Alice Williams and they were soon married. Welch returned to the United States with his new wife. They had a son, Giles, born in October 1947. Their home was in Brentwood, California.

North American Aviation approached General Arnold to recommend a fighter pilot who could bring his combat experience to testing new fighters. Welch was one of two that General Arnold suggested. The general authorized Welch’s release from active duty so that he could join North American. Welch held the rank of major, Air Reserve, from 13 November 1944 to 1 April 1953.

George S. Welch, now a civilian test pilot forNorth American Aviation, Inc., sits on the canopy rail of a P-51H Mustang, circa 1945. (North American Aviation Inc.)
George S. Welch, now a civilian test pilot for North American Aviation, Inc., sits on the canopy rail of a P-51H Mustang, circa 1945. (North American Aviation Inc.)

Welch went on to test fly the North American P-51H Mustang, FJ-1 Fury, F-86 Sabre and F-100 Super Sabre.

George Welch made the first flight of the XP-86 prototype, 1 October 1947. There is some evidence that on that flight, and during a subsequent flight on 14 October, Welch exceeded the speed of sound while in a dive. It has been said that during the Korean War, while teaching U.S. Air Force pilots how to best use the F-86 Sabre, he shot down several enemy MiG-15 jet fighters.

George S. Welch is buried at the Arlington National Cemetery, Section 6, Site 8578-D.

¹ Recommended: Coupling Dynamics in Aircraft: A Historical Perspective, by Richard E. Day, Dryden Flight Research Center, Edwards AFB, California. NASA Special Publications 532, 1997.

© 2016, Bryan R. Swopes

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