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Save the Mentor!
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T-34
owners are the latest to prove the value of good old-fashioned
American ingenuity.
By
Peter Garrison.
Originally published in Air & Space/Smithsonian,
December/January 2005 . All rights reserved. Used by permission
of the author. |
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The mock dogfight,
on April 19, 1999, began with the airplanes outside each other's
visual range. When the pilots caught sight of each other- both flying
Beech T-34 Mentors in gray and blue U.S. Air Force camouflage paint,
with "SW" in big black letters on their tails-the one at "perch" (the
higher altitude) began a descending turn to intercept the aircraft
below it.
In the rear seat of the attacking airplane was Dan Bouck, 51, of
Atlanta, an airline pilot with 15,500 hours of flight time. Bouck, the
safety pilot, had been flying for the Sky Warriors civilian aerial
combat school for two years and had logged 450 hours in the T-34. In
the front seat was the customer, another professional pilot, Ted
McFann Sr., 60, who had retired from the airlines with some 25,000
hours.
Bouck urged McFann not to be shy as he closed on the other
airplane. "Roll all the way through-harder, harder! All the way
through! That's it, that's right. Bury your nose, bring it down.
That's it, good! Now don't chase him into the ground."
Without warning, as the T-34 made a tight left turn, its right wing
separated near the fuselage. The aircraft whirled out of control. Both
pilots were wearing parachutes, but as the wing failed it swung over
and crushed the canopy. Both men died in the crash, which also
destroyed a half-century of confidence in the structural integrity of
the T-34.
The T-34 Mentor is a military trainer version of Beech's
tremendously successful Bonanza, the V-tail four-seat airplane that
came onto the market in 1947. For the trainer, Beech replaced the
Bonanza's cabin and upper fuselage with a greenhouse-style canopy,
similar to that on the World War II North American T-6 Texan trainer.
Tandem seating put the student in front, instructor behind. The
original engine was a six-cylinder, 225-horsepower Continental O-470.
A conventional three-surface empennage replaced the Bonanza's
trademark V tail, which had been intended to produce less drag but
never quite provided solid yaw stability.
The Bonanza had originally been certified in the "utility"
category, with a load limit of 4.4 Gs. Airplanes used for
aerobatics-and those used by military pilots-must be sturdier. Their
structures must be able to withstand plus 6 and minus 3 Gs without
permanent deformation. They must withstand 9 Gs or minus 4.5 Gs
without breaking, though the structure may be permanently bent. These
are the limits the Mentor was certified to withstand. (With minor
reinforcments, the Bonanza also proved capable of handling the higher
aerobatic loads.)
The U.S. Air Force bought 348 T-34As, with deliveries beginning in
1953. A year later the Navy ordered a slightly modified version, the
T-34B; Beech eventually delivered 423. A few foreign air forces also
bought the airplane, and some were assembled under license in Japan,
Canada, and Argentina. Production of the piston-engine versions ended
in 1959, but Beech delivered 441 copies of a turbine version, the
T-34C (or "Charlie"), to the Navy between 1976 and 1990. The 300-mph
Charlie, powered by a 400-horsepower Pratt & Whitney turboprop, is
1,000 pounds heavier than the A and B models, and uses a stronger main
wing spar, adapted from Beech's twin-engine Duke.
Mentors began to filter into the civil registry during the 1970s as
the Air Force and Navy released airplanes to the Civil Air Patrol,
foreign air forces started to retire them, and enterprising shops
began assembling airplanes out of scrapped parts. (Charlies have not
yet trickled down into civil hands, though many T-34 aficionados would
sacrifice minor body parts or close relatives to get one.) Owners
often paint them in military camouflage or in fanciful schemes
mingling inspirations from several military liveries. Many T-34s have
received newer, more powerful engines of 260 or 285 hp.
Eventually, the civil fleet grew to nearly 500. Owners banded
together in a T-34 Association, which organizes fly-ins and formation
flights and publishes a quarterly magazine. A six-plane T-34 acrobatic
team, Lima Lima, maintains a year-round schedule of performances, as
does T-34 airshow performer Julie Clark.
Inflight structural failures are rare events. Usually they occur
when a pilot loses control in clouds, emerges in a spin, and, in a
desperate effort to recover, overstresses the airplane. Occasionally,
an airplane is torn apart by turbulence in a thunderstorm. But the Sky
Warriors accident was obviously in a different category.
National Transportation Safety Board and Federal Aviation
Administration accident investigators found that the main beam, or
spar, of the Sky Warriors airplane's wing had failed about a foot
outboard of the fuselage. If the spar had failed from simple
overstress, investigators would have concluded that McFann had pulled
too hard, and that would have been that. Instead, they found that the
fracture surface showed clear signs of metal fatigue. A crack had been
developing in the spar for some time before the accident. Detailed
examination of the entire wreckage uncovered fatigue cracking in the
lower rear attachment fitting of the rear spar as well.
"Metal fatigue goes on continually in aluminum airplanes," says
aeronautical engineer George Braly, a partner in General Aviation
Modifications, Inc., an Ada, Oklahoma developer of equipment to
improve the performance of general aviation engines (se e
"First Church of Combustion,"
June/July 2004).
As co-owner, with
business partner Tim Roehl, of a T-34, Braly has a personal interest
in the airplane's fate.
Contrary to what many pilots believe, it's not only intermittent
high loading that fatigues metal; it's any flexing due to changes in
loading, even the small changes that turbulence causes during routine
cruising flight. Given enough time in service, all aluminum wings will
eventually fail from fatigue, but airplane structures are designed to
support many tens of thousands of hours of flexing.
"The amount of fatigue that occurs," Braly says, "depends both on
the [magnitude of] stresses the structure experiences and on the
number of times they occur." In other words, thousands of hours of
cross-country cruising will fatigue a structure as much as repeated
high-G loadings occurring a few times a day. Unfortunately, fatigued
material looks the same as new material, until it's far enough gone
for cracks to appear.
Evidence of fatigue cracking in even a single airplane raises a red
flag with the FAA. If one airplane has cracks, it's likely that others
of that type do as well. Within a month of the Sky Warriors accident,
the FAA issued an emergency Airworthiness Directive, or AD,
temporarily limiting all civil T-34s to 2.5 Gs positive and
prohibiting them from exceeding 175 mph. The emergency action was not
so drastic as some the FAA had taken, completely grounding Learjets in
one case and Cessna 441 Conquests in another, but it was still a
burden for airplanes that are widely used for aerobatics.
The FAA enlisted Raytheon Corporation, the parent of Beech
Aircraft, to determine how best to ensure the future safety of the
T-34 fleet. Raytheon spent almost two years on the problem while T-34
owners dangled in suspense. From the first, some owners darkly
suspected that it was probably in Raytheon's interest, from the
standpoint of limiting its liability exposure, to wipe out the whole
fleet. Others, more charitable, thought that Raytheon's Beech
engineers were as eager as anyone to keep the fine old airplanes
flying, and that the length of time they spent coming up with a
prescription was really intended to give beleaguered T-34 owners, who
were faced with the possible reduction to junk-bond status of their
$200,000 investments, a little breathing room.
Whatever Raytheon's motives may have been, the company's eventual
response was draconian. According to an AD issued in August 2001, each
T-34 front spar and rear spar attachment would have to be subjected to
a magnetic eddy-current inspection for cracks every 80 flight hours.
The inspections, which are relatively difficult to perform (and also
prone to yield occasional false positive findings), would cost
thousands of dollars, even after initial modifications had been
performed to make the suspect areas more accessible. For a heavily
used airplane, the 80-hour interval could mean two or three
inspections a year. Nobody would want an airplane saddled with such
demanding inspection requirements; in five years, says Lima Lima's
Bill Cherwin, the requirement would "turn the whole fleet into beer
cans."
Even before the FAA published the Raytheon inspection procedure,
however, T-34 operators and their support organizations and businesses
had begun to think about what the FAA calls alternative means of
compliance. The FAA allows AMOCs as an avenue for independent
solutions to engineering problems. Raytheon had not come up with a
solution that T-34 owners could afford. If there was to be an
affordable solution, owners would have to come up with it themselves.
In principle, two paths lay open. One would completely eliminate
the suspect spar components, and therefore inspections for fatigue
cracking. The other would perform one eddy-current inspection of the
existing spar to ensure that it was free of cracks, and then
strengthen it so as to preclude future fatigue failures.
The simplest repair, the Saunders Strap, had been around for
decades-the T-34 was not the first Beech airplane to have spar
problems. The first was the pre-World War II Beech 18. When Model 18
spars got into trouble, Dave Saunders, a freelance engineer, stretched
a stainless steel strap under the belly of the airplane from one outer
wing panel to the other. The strap took over a share of the load being
carried by the lower elements in the spar, which were the only ones
subject to significant fatigue.
Other Beech aircraft-Queen Airs, King Airs, and Beech 99
Airliners-experienced fatigue cracking, and Saunders adapted his
straps to all of them. When it became apparent that T-34s were going
to need spar work, Saunders lost no time designing a strap for them;
it is also suitable for Barons and Bonanzas.
The Saunders Strap costs only $12,000 installed, and the down time,
assuming that the required eddy-current inspection doesn't turn up
cracks in the spar, is only two to three weeks. While no one questions
the structural effectiveness of the strap-no airplane equipped with
one has ever suffered a wing failure-some T-34 owners object to the
ridge it produces along the underside of the wing; purists don't like
the idea of tacking a conspicuous structural Band-Aid to the outside.
And, though Saunders denies it, some say that the strap saps
performance.
Earle Parks' Amarillo, Texas shop is equipped to rebuild T-34s from
any condition. In addition to a huge inventory of spare parts, Parks
has enough tooling to build an entire airframe from scratch-if it were
legal to do so.
Parks had his own ideas about the T-34 spar. He had seen enough
disassembled T-34 wings to know that there was some random variation
in the size and shape of the many small parts, some of them shims and
spacers to bring larger members into alignment with one another. Beech
had eliminated the buildup of small parts when it designed a new spar
that it has installed in new Bonanzas and Barons since 1973, and Parks
decided that he could do the same. He replaced the inboard section of
the shear web-the thin vertical element of the I-shaped main spar-with
a sheet of heavier stock, eliminating the joggled lap joint that
coincided with the location of the fatigue failure in the Sky Warriors
airplane. He replaced the complicated buildup of small parts in the
lower spar cap-only the lower cap is subject to significant
fatigue-with a single long part machined from a solid piece of
aluminum.
Replacing a spar sounds like a huge job. In most wings, skins and
ribs are riveted directly to the spar, so removing the spar entails
drilling out nearly every rivet in the wing. The Beech wing, however,
is an unusual design. It consists of three separate assemblies: the
D-shape leading edge, the main spar, and the main torque box, a sheet
metal structure between the main and rear spars. The three assemblies
are neither riveted nor bolted together; instead, they are joined by
stainless steel wires, about the thickness of a wire hanger, that run
the full length of the wing through interlocking piano-style hinges.
To separate the spar from the rest of the wing, all you do is pull out
the wires. In building the first post-World War II high-performance
personal airplane, Beech seems to have anticipated that periodic spar
inspections might be needed someday.
The FAA required that Parks perform a stress test to the 9 G
ultimate load. Parks built a heavy steel fixture, put a wing into it,
and pushed on the wing with a hydraulic ram. The steel fixture
deformed, but the wing did not. Parks got his Supplemental Type
Certificate.
The most technically economical response to the spar situation
emerged from GAMI, George Braly and Tim Roehl's company. GAMI first
did a computer survey of the T-34 spar, using the now-universal method
called finite element analysis, and found a hot spot of concentrated
stress at the exact point where the Sky Warriors wing had failed.
Then, using electronic strain gauges affixed to wing and spar
surfaces, the engineers recorded the structure's reactions to G-loads
applied in flight. The results confirmed the computer's diagnosis.
FAA Designated Engineering Representative Victor Juarez then
designed a small, artfully tapered gusset that bridges the critical
area, eliminating the stress concentration. The GAMI team hardened the
perimeters of rivet and bolt holes in the affected area, increasing
their lives several-fold. The FAA approved the modification without
testing a wing, solely on the basis of extensive analytical
documentation the company supplied.
GAMI intended to turn over the rights to the AMOC to the T-34
Association, but to Braly and Roehl's surprise, the association's
board chose not to involve itself in the airframe repair business or
to endorse any particular AMOC. So Braly and Roehl formed the T-34
Spar Corporation, which provides the required inspections and
modifications at a number of sites for $14,000.
The costliest repair is offered by Nogle & Black Aviation of
Tuscola, Illinois. Charlie Nogle and his son Jud are, like Earle
Parks, longtime eminences in the T-34 community. The Nogles scrap the
existing spars and replace them with one more massive and better made
than the original. The new spar also provides a shear web that runs
all the way out to the wingtip (the original T-34 web stops a little
outboard of the landing gear). The full-length web looks stronger, but
its real function is to provide support for supplemental rubber fuel
bladders in the leading edges outboard of the standard tanks, whose
50-gallon capacity may not be enough for the bigger-engine airplanes.
New spars-two are required-cost around $12,000 each, and the
additional cost of dismantling the airplane and wing and refurbishing
the wings as needed (it would be foolish to take the wings apart and
not bring them up to near-new standard) runs another $12,000 to
$20,000. Nevertheless, says Jud Nogle, the mod sells itself. "Pilots
take one look at the new spar next to an old one, and they want to
have it."
T-34 owners grumbled over the cost of modifying their airplanes.
Many felt that the FAA had overreacted to the cracks. After all, only
one airplane had had the problem, and that airplane, they felt, had
been systematically abused. The same might be true of all airplanes
used in air combat schools, which also provides "upset training" to
pilots wanting to learn to recover from unusual attitudes, such as
those produced by an encounter with the wake of a larger airplane.
Surely it was unfair to lump them together with the T-34 operators who
used their airplanes primarily for weekend outings and formation
flights, and who rarely, if ever, indulged in acrobatics. It was
rumored that in addition to the fatal Sky Warriors accident, a couple
of other T-34s had experienced partial wing failures and had flown
home to be repaired, and that these too had been air combat school
airplanes.
As more and more airplanes underwent eddy-current testing and
emerged with clean bills of health, and as more and more of the spars
removed and inspected by the Nogle and Parks organizations proved free
of cracks, owners and maintainers increasingly complained that the
whole business was, as Earle Parks put it, a "fool's errand."
Then, on November 19, 2003, a second wing failed, in nearly a
carbon copy of the first: The airplane, operated by Texas Air Aces of
Houston, shed its right wing while maneuvering. The failure occurred
at the same point as the failure on the first airplane. Both pilots
died. The airplane's spars had not been modified, and it seemed
probable that the airplane had been operating beyond the 2.5-G, 175
mph limits imposed by the AD.
Now the FAA raised new concerns. It had found cracks in the rear
spar of the accident airplane. Owners became frantic, worrying over
rumors of a new AD and possible cancellations of the existing AMOC
authorizations. In the meantime, stung by suggestions that the local
office had looked the other way while Texas Air Aces continued to
operate its non-AMOC'ed airplane in violation of the 1999 flight
restrictions, the FAA ordered a fine-tooth-comb inspection of all T-34
logbooks, paperwork, and service and maintenance histories.
The resentment many owners felt toward the air combat schools rose
sharply. Was there not some way to differentiate between ordinary
users and those who routinely applied high stresses to their
airplanes?
The difference was not as great as all that, countered Robert Gold,
owner of Sky Fighters, a Denver T-34 operator specializing in mock
dogfighting and upset training. His company, Gold said, specifically
discourages pulling lots of Gs during air combat maneuvering; in fact,
it has a "strict and absolute limit of four Gs" and usually pulls no
more than 3.5 on a simulated combat mission. Gold summed up the bottom
line with an earthily persuasive argument: "It's not that much fun
cleaning vomit out of the airplanes." In fact, said Gold, upset
training occasionally involves higher G loadings than the "very
choreographed" dogfighting does. Other operators of air combat schools
flying different aircraft types, such as Siai-Marchetti 260s and Extra
300s, back Gold up. They don't pull lots of Gs because most customers
don't like it.
The FAA had already turned a cold shoulder to the proposal that
combat school airplanes be treated differently, arguing that because
parts of airplanes often get exchanged without detailed
record-keeping, it is impossible to know the service history of, say,
a given set of wings. Nevertheless, it began to categorize T-34s as
Type 1, those used in aggressive air combat or upset training, and
Type 2-all others.
Early in March, the FAA published the latest revision of the T-34
AD. Citing new cracks found in the vicinity of the landing gear pivot
fitting on the rear spars of several aircraft, it cancelled all the
existing AMOCs and grounded, as of March 15, all T-34s that were not
in compliance with the original 80-hour-interval Raytheon inspection
requirement.
T-34 owners were furious. "Great news, guys!" announced one
sarcastic posting
on
http://www.T-34.com
. "Scrap
aluminum hit .71 a pound today!" Another presented a sketch of a T-34
mounted atop a house as a weathercock, labeling it the FAA's "final
AMOC." A new wave of resentment against combat schools arose, with the
same arguments pro and con.
This time, the dust settled quickly. Holders of AMOC authorizations
modified them to include inspections of three rivet holes in the rear
spar, and the FAA, by now accustomed to working cooperatively with
representatives of the T-34 community, reinstated the AMOCs without
delay. The FAA also terminated the sweeping program of inspections of
T-34 paperwork, not having found enough discrepancies to justify
continuing with it. T-34s were soon flying again; Lima Lima's
exhibition schedule barely missed a beat. Once a T-34 had emerged from
the inspection and modification process with a clean bill of health,
the re-inspection period was extended to intervals that represented,
depending on the work done, anywhere from several years to a lifetime
of flying.
Nevertheless, pilots would be watching G-meters now, and in the
back of their minds would be the worry that somewhere-if not in their
own airplane, then in someone else's-a fatigue crack might be starting
to form. Like an athlete who discovers in his 40s that his body can no
longer take the punishment it used to, the T-34 was passing into a new
phase: not old age, but perhaps middle age, a time for reflection,
restraint, and an awareness of mortality.
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Updated December 13, 2004. Click
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