Tailplane

A tailplane, also known as a horizontal stabilizer, is a small lifting surface located on the tail (empennage) behind the main lifting surfaces of a fixed-wing aircraft as well as other non-fixed-wing aircraft such as helicopters and gyroplanes. Not all fixed-wing aircraft have tailplanes. Canards, tailless and flying wing aircraft have no separate tailplane, while in V-tail aircraft the vertical stabilizer, rudder, and the tail-plane and elevator are combined to form two diagonal surfaces in a V layout.

The function of the tailplane is to provide stability and control. In particular, the tailplane helps adjust for changes in position of the centre of pressure or centre of gravity caused by changes in speed and attitude, fuel consumption, or dropping cargo or payload.

Tailplane types

The tailplane comprises the tail-mounted fixed horizontal stabilizer and movable elevator. Besides its planform, it is characterised by:

Number of tailplanes - from 0 (tailless or canard) to 3 (Roe triplane)
Location of tailplane - mounted high, mid or low on the fuselage, fin or tail booms.
Fixed stabilizer and movable elevator surfaces; movable stabilizer and movable elevator (e.g. Boeing 737); or a single combined stabilator^[1] (e.g. General Dynamics F-111 Aardvark)

Some locations have been given special names:

Cruciform: mid-mounted on the fin (Hawker Sea Hawk, Sud Aviation Caravelle)
T-tail: high-mounted on the fin (Gloster Javelin, Boeing 727)

Fuselage mounted

Cruciform

T-tail

Flying tailplane

Stability

Tailplane (in shadow) of an easyJet Airbus A319

A wing with a conventional aerofoil profile makes a negative contribution to longitudinal stability. This means that any disturbance (such as a gust) which raises the nose produces a nose-up pitching moment which tends to raise the nose further. With the same disturbance, the presence of a tailplane produces a restoring nose-down pitching moment, which may counteract the natural instability of the wing and make the aircraft longitudinally stable (in much the same way a weather vane always points into the wind).

The longitudinal stability of an aircraft may change when it is flown "hands-off"; i.e. when the flight controls are subject to aerodynamic forces but not pilot input forces.

Damping

In addition to giving a restoring force (which on its own would cause oscillatory motion) a tailplane gives damping. This is caused by the relative wind seen by the tail as the aircraft rotates around the centre of gravity. For example, when the aircraft is oscillating, but is momentarily aligned with the overall vehicle's motion, the tailplane still sees a relative wind that is opposing the oscillation.

Lift

Depending on the aircraft design and flight regime, its tailplane may create positive lift or negative lift (downforce). It is sometimes assumed that on a stable aircraft this will always be a net down force, but this is untrue.^[2]

On some pioneer designs, such as the Bleriot XI, the centre of gravity was between the neutral point and the tailplane, which also provided positive lift. However this arrangement can be unstable and these designs often had severe handling issues. The requirements for stability were not understood until shortly before World War I – the era within which the British Bristol Scout light biplane was designed for civilian use, with an airfoiled lifting tail throughout its production run into the early World War I years and British military service from 1914 to 1916 – when it was realised that moving the centre of gravity further forwards allowed the use of a non-lifting tailplane in which the lift is nominally neither positive nor negative but zero, which leads to more stable behaviour.^[3] Later examples of aircraft from World War I and onwards into the interwar years that had positive lift tailplanes include, chronologically, the Sopwith Camel, Charles Lindbergh's Spirit of St. Louis, the Gee Bee Model R Racer - all aircraft with a reputation for being difficult to fly, and the easier-to-fly Fleet Finch two-seat Canadian trainer biplane, itself possessing a flat-bottom airfoiled tailplane unit not unlike the earlier Bristol Scout. But with care a lifting tailplane can be made stable. An example is provided by the Bachem Ba 349 Natter VTOL rocket-powered interceptor, which had a lifting tail and was both stable and controllable in flight.^[4]

Some aircraft and flight modes can require the tailplane to generate substantial downforce. This is particularly so when flying slowly and at a high angle of attack (AoA). On some types, the demand in this flight mode has been so extreme that it has caused the tailplane to stall. On the Gloster Meteor T.7 a stall could be triggered by turbulence when the airbrakes were deployed. On the McDonnell Douglas F-4 Phantom II it initially occurred during takeoff and landing approach, and leading-edge slats were fitted to the tailplane upside-down in order to maintain smooth airflow and downforce "lift" at high AoA. The Pilatus P-3 trainer required a ventral keel to cure a similar effect when spun, while the McDonnell Douglas T-45 Goshawk suffered excess downwash from the wing when the flaps were deployed, necessitating a small "SMURF" surface fixed to the fuselage, such that it aligned with the stabilizer leading-edge root at the critical angle.^[5]

Active stability

Using a computer to control the elevator allows aerodynamically unstable aircraft to be flown in the same manner.

Aircraft such as the F-16 are flown with artificial stability. The advantage of this is a significant reduction in drag caused by the tailplane, and improved maneuverability.

Mach tuck

At transonic speeds, an aircraft can experience a shift rearwards in the center of pressure due to the buildup and movement of shockwaves. This causes a nose-down pitching moment called Mach tuck. Significant trim force may be needed to maintain equilibrium, and this is most often provided using the whole tailplane in the form of an all-flying tailplane or stabilator.

Control

A tailplane usually has some means allowing the pilot to control the amount of lift produced by the tailplane. This in turn causes a nose-up or nose-down pitching moment on the aircraft, which is used to control the aircraft in pitch.

Elevator: A conventional tailplane normally has a hinged aft surface called an elevator,

Stabilator or all-moving tail: In transonic flight shock waves generated by the front of the tailplane render any elevator unusable. An all-moving tail was developed by the British for the Miles M.52, but first saw actual transonic flight on the Bell X-1; Bell Aircraft Corporation had included an elevator trim device that could alter the angle of attack of the entire tailplane. This saved the program from a costly and time-consuming rebuild of the aircraft.^{[citation needed]}

Transonic and supersonic aircraft now have all-moving tailplanes to counteract Mach tuck and maintain maneuverability when flying faster than the critical Mach number. Normally called a stabilator, this configuration is often referred to as an "all-moving" or "all-flying" tailplane.

References

^ Anderson, John D., Introduction to Flight, 5th ed, p 517
^ Burns, BRA (23 February 1985), "Canards: Design with Care", Flight International, pp. 19–21, It is a misconception that tailed aeroplanes always carry tailplane downloads. They usually do, with flaps down and at forward c.g. positions, but with flaps up at the c.g. aft, tail loads at high lift are frequently positive (up), although the tail's maximum lifting capability is rarely approached..p.19 p.20 p.21
^ Answers to correspondents, Flight, 2 November 1916, Page 962; "A "lifting tail" is one which normally carries a certain amount of load, and which is therefore often cambered in order to make it more efficient. For instance, the tail planes of the old Farman biplanes were "lifting tail planes," and were, as a matter of fact, rather heavily cambered. By a non-lifting tail plane is meant one which does not, in the normal flying attitude, carry any portion of the load, but is merely "floating." This type of plane is usually, although not invariably, made of symmetrical section – i.e., it is either a perfectly flat plane, built up of a framework of steel tubes, or it is constructed of spars and ribs after the fashion of the main planes, but symmetrical in section and convex on both sides. The object of the latter form of section is, of course, to provide a good "streamline" shape which will offer a minimum of resistance. During flight it constantly occurs that such a tail plane is momentarily loaded, the load being either upwards or downwards according to circumstances, and then, of course, the tail plane is no longer, strictly speaking, " non-lifting." ... a non-lifting tail plane is not invariably symmetrical in section. Some designers favour a section in which the upper surface is convex, while the lower surface is perfectly flat. The reasons usually advanced for the employment of such a section are that, as the tail planes may – and, indeed, frequently do – work in the down draught from the main planes, a tail plane set parallel to the path of the machine, or, in other words, parallel to the propeller shaft, is virtually subject to a load acting in a downward direction. Now, an unsymmetrical tail plane like that referred to above is still giving a certain amount of lift a to angle of incidence, whereas the symmetrical .section would, of course, give no lift when the incidence was zero. The plano-convex section therefore tends, owing to the slight lift at no angle of incidence, to counteract the effect of the down draught from the wings, and may therefore be said to be equivalent to a flat or streamline plane set at a slight angle to the propeller shaft. The tail plane of the B.E.2C, as is the case on the majority of modern machines, is of the non-lifting type." [1]
^ Green, W.; Warplanes of the Third Reich, Macdonald and Jane's, 1970.
^ Oakey, Mick; "Out of the Blue", The Aviation Historian, No. 1, 2012, pp.109-113.

[1] Anderson, John D., Introduction to Flight, 5th ed, p 517

[2] Burns, BRA (23 February 1985), "Canards: Design with Care", Flight International, pp. 19–21, It is a misconception that tailed aeroplanes always carry tailplane downloads. They usually do, with flaps down and at forward c.g. positions, but with flaps up at the c.g. aft, tail loads at high lift are frequently positive (up), although the tail's maximum lifting capability is rarely approached..p.19 p.20 p.21

[3] Answers to correspondents, Flight, 2 November 1916, Page 962; "A "lifting tail" is one which normally carries a certain amount of load, and which is therefore often cambered in order to make it more efficient. For instance, the tail planes of the old Farman biplanes were "lifting tail planes," and were, as a matter of fact, rather heavily cambered. By a non-lifting tail plane is meant one which does not, in the normal flying attitude, carry any portion of the load, but is merely "floating." This type of plane is usually, although not invariably, made of symmetrical section – i.e., it is either a perfectly flat plane, built up of a framework of steel tubes, or it is constructed of spars and ribs after the fashion of the main planes, but symmetrical in section and convex on both sides. The object of the latter form of section is, of course, to provide a good "streamline" shape which will offer a minimum of resistance. During flight it constantly occurs that such a tail plane is momentarily loaded, the load being either upwards or downwards according to circumstances, and then, of course, the tail plane is no longer, strictly speaking, " non-lifting." ... a non-lifting tail plane is not invariably symmetrical in section. Some designers favour a section in which the upper surface is convex, while the lower surface is perfectly flat. The reasons usually advanced for the employment of such a section are that, as the tail planes may – and, indeed, frequently do – work in the down draught from the main planes, a tail plane set parallel to the path of the machine, or, in other words, parallel to the propeller shaft, is virtually subject to a load acting in a downward direction. Now, an unsymmetrical tail plane like that referred to above is still giving a certain amount of lift a to angle of incidence, whereas the symmetrical .section would, of course, give no lift when the incidence was zero. The plano-convex section therefore tends, owing to the slight lift at no angle of incidence, to counteract the effect of the down draught from the wings, and may therefore be said to be equivalent to a flat or streamline plane set at a slight angle to the propeller shaft. The tail plane of the B.E.2C, as is the case on the majority of modern machines, is of the non-lifting type." [1]

[4] Green, W.; Warplanes of the Third Reich, Macdonald and Jane's, 1970.

[5] Oakey, Mick; "Out of the Blue", The Aviation Historian, No. 1, 2012, pp.109-113.

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