In connections with the comments about FORMATION FLIGHT

FORMATION FLIGHT  by PETER LISSAMAN

The formation flight of birds has long been of interest to natural
scientists.  Leonardo da Vinci discussed this in 1504, as did Lord Rayleigh
in 1889.  The Vee formation produces significant energy saving.  There is
no debate about this.  It has been established unequivocally theoretically,
measured in flight tests with aircraft, and also, indirectly, in the
remotely monitored pulse rate of formations of our feathered friends,
actually Brown Pelicans. The mathematics is complicated.  It relates to the
flows induced by the vortex wake behind a lifting wing.  Outboard of the
wing a large upwash is induced, proportional to the circulation on the
wing, and the wing man (“bird”?), if he tucks up tight on the tip, is
flying in a strong upwash, with big drag savings.  That’s all there is to
it!  But, Ah, the Details!  As Leonardo said "God is in the Details"!   It
would be boring to go into those mathematics, except to say that the
procedure is considered well-understood and correct, but a helluva mess!
The birdies jus' do it, and could care less!

 The first paper I know of that treated the topic mathematically (and
brilliantly) was Wieselsberger in ZFM, 1914; and there has been a fairly
lively activity since then, as computers have removed the formidable and
intelligent math required, and made it possible for anyone to get results
without understanding them.  In 1969 Carl Shollenberger, my valued friend
and colleague, and I worked on this, and published the results in Science. 
The paper (Lissaman & Shollenberger, Formation Flight of Birds, Science, 
Vol. 168, 1970) shows the very large size of these savings.  We used the
impressive new IBM 360 computer at Caltech.  It occupied a three storey
building about the size of a four unit apartment block, and had men’s and
women’s toilets inside, as well as 12 real people who punched cards, fed
data and generally dealt with the I/O.   One picked up outputs at about
3:00 am each night.  My wife never really believed that was what kept me
up, although I did my thesis on mathematics of wing theory some years
before using that old 360!  And used the same story!   Computation is
clumsy, but more than Doktor Wieselsberger ever had!  Carl was killed a few
years later, flying in night mountain turbulence over the Sierra Madres. 
It was a great loss to aviation – he was a fine pilot and aerodynamicist. 
I acknowledge his contribution fondly.  He would be glad that his work was
still used.   Recently I revisited this subject in a paper Simplified
Analytical methods for Formation Flight (Lissaman, AIAA. Jan. 2005) and
next week will give a paper  Neutral Energy Cycles for a Vehicle in
Sinusoidal and Turbulent Vertical Gusts (Lissaman & Patel, AIAA. Jan 2007)

The Science paper shows that in theVee, for tight formations, one can
almost double the range for a given energy input.  Also that there is a
stability mechanism, by which a member finds that moving ahead of the line
of the Vee requires power increases. So there’s a comfortable “groove” to
fall into, which animals love!  One should always be skeptical of
attributing effects derived from theoretical calculations to animal
behavior, but the general consensus of ornithologists and aerodynamicists
is that this Vee formation saving is so significant, and its application so
ubiquitous, that migrating birds DO use it to extend their range.  The
paper addressed the savings for different positions in the Vee.  In line
abreast, the center birds experience twice the saving of the tip members,
but if the tip members find this hard work and fall back to take advantage
of the increased favorable downstream upwash of the vortex wakes of the
inner members, then a balancing of savings occurs. We calculated the angle
of the Vee for equipartition.   It is about the same as is observed with
migrating birds.  We also showed that it was not necessary have equal legs
of the Vee.  Provided there are at least about 6 birds on one side of the
Vee, the other leg can be almost as long as the birds choose to make it.  
Interestingly, for a linear Vee, the wing at the apex of the Vee has the
maximum saving.  In 1971 I was in communication with ornithologists in
Florida, who noted that their observations validated our Vee estimates and
indicated that the apex position was usually taken by the older and more
powerful birds.  They wondered why the more powerful members of the flight
should take the easiest jobs!  My answer was that most intelligent species
are pretty anthropomorphic!

It may be noted that the savings are not related to drafting, that is
following behind a draggy object to take advantage of its lower dynamic
pressure wake.  I am very familiar with this, and, as an automobile
aerodynamicist, have utilized this theory in race car design, and as is
obvious, the slingshot maneuver is very significant. But not in flight!  It
is, in fact, horrible to fly directly astern of another flight vehicle, as
every pilot knows.  Folks can, and do, get killed tangling with wake
vortices, as I know to my sadness, when an old friend and experienced Navy
pilot died as a consequence of following too close on final.

Peter Lissaman,  Da Vinci Ventures

Expertise is not knowing everything, but knowing what to look for.

1454 Miracerros Loop South, Santa Fe, New Mexico 87505
TEL: (505) 983-7728                        FAX: (505) 983-1694




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