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A World War I pilot took off in his
biplane early one morning, and made a high speed pass at an enemy
aircraft. He took several shots at him with his government-issued
handgun. The air war had begun. From this point forward,
advancements in technology drove the equation and the fighter pilot
was born. In the beginning, the best fighter pilots were the ones
who were able to quickly and aggressively maneuver their aircraft
into a position of advantage (closely behind the enemy) and move in
for the quick kill. Get five of these and you’re in the air-to-air
combat history books. You’re a famous ace and a hero.
Fighter pilots can be an arrogant,
cocky lot with planet-sized egos. But who wants a wimpy, milquetoast
kind of guy fighting your wars? Fighting a dogfight is all about
winning. NOTHING else matters. “There are no points for second
place!” “If you ain’t cheating you ain’t trying!” A dogfight is the
ultimate manly sport. The only thing that comes even remotely close
is jousting! Today, the F-16 has the ability to accelerate in
afterburner to over 450 knots in the length of the runway and climb
straight up through 20,000 feet. This fighter jet provides a ride
that few in aviation circles would turn down if given the chance. Go
to any big-city air show and you can find “Tom Cruise” standing by
his jet in his flight suit and sunglasses. The crowd of spectators
pound him with comments as to how cool it must be to be a real
fighter pilot. He gives them all an approving nod.
Enter the commercial ACM operators:
“Yes, you too, can be a fighter pilot” “Just sign up for our Fighter
Pilot for a Day Program and we will put you in a real air-to-air
engagement in one of our T-34s”. “You fly the airplane yourself,
wear a real flight suit and helmet, and even get a call sign and
videotape.” “But more importantly, you get a chance to win this
contest and prove your manhood by kicking your coworkers butt in a
real dogfight.” “I bet you can just taste the fun.”
It is this very attitude coupled with
a lack of flight discipline and real world physics that has lead to
three fatal in-flight structural failures in T-34s used in
commercial simulated air combat. At least two other non-fatal
incidents occurred where their T-34s sustained major structural
damage and underwent extensive repairs. If you consider only 10 or
so T-34 airframes have been involved in commercial combat
simulations, you can see that they have had a horrific safety
record. The military has not been immune to these same three
problems. They have put great effort into developing effective
programs for fatigue-life monitoring that yields equipment and a
training methodology that is effective and as safe as possible. The
real fighter pilot world has had many failures in these areas that
resulted in both the loss of life and aircraft. It is my intention
to point out, from a real fighter pilot’s perspective, how the ACM
operators marched down the very same path. Their operation, and more
specifically, fatigue-life accumulation, is vastly different from
the majority of other T-34 operations that are in private,
non-commercial usage.
What is ACM anyway? Air Force Manual
3-1, the fighter pilot’s bible, is a source of terminology and
tactics that forms the basis for the way we employ our jets in
air-to-air combat. In layman’s terms, ACM is Air Combat Maneuvering.
This term can be loosely applied when describing any air-to-air
activities. However, the classic definition involves advanced
maneuvering with three aircraft in a 2-v-1 (2 versus 1) scenario.
The commercial operators have chosen the term “ACM” (I guess because
it sounds cool) to describe what they do. However, they usually
engage in a 1-v-1 (one versus one) scenario. This is known as BFM,
or basic fighter maneuvering. They may at times have three aircraft
airborne, but usually “engage” only two aircraft at a time when
flying with customers. BFM is practiced from many different starting
points, or setups, but the most common is the ‘perch’ setup. In this
scenario, one aircraft (the offensive fighter) starts the engagement
from a position of advantage behind the other aircraft (the
defensive fighter), usually about 30˚ off his tail and some set
distance back. The offensive fighter’s objective is to maneuver his
aircraft into a ‘weapon employment zone’ (WEZ), turn on the gun, and
“kill” the ‘Bandit’ while the defensive bandit’s objective is to
survive by flying in an unpredictable manner in an attempt to defeat
the fighter’s attack. Another more advanced setup, called the
“butterfly” or “neutral” set up, is used for full up maneuvering
where both players start from a neutral head on pass. Neither one
starts with an advantage. Both pilots objective is to “kill” the
other guy. Only one pilot can “win” this aerial duel.
To understand the stresses imposed on
an aircraft during BFM, one must understand the radically changing
dynamics involved. In an entry-level setup, you start with a
“canned” or predictable Bandit. From the initial perch set up, both
aircraft call “Ready” and then a “Fight’s On” call is made. The
defensive Bandit enters at a level 3 or 4G turn, stays in that
“canned” turn until the offensive fighter maneuvers just behind the
Bandit’s tail, takes a gunshot, and calls a “kill”. The maneuvering
required to get the kill is called BFM. The offensive fighter must
control his speed, overtake, and angles in order to solve the
problem presented by the Bandit. A novice tends to use “brute force”
(i.e. more Gs than the Bandit), while an experienced pilot will be
able to “BFM” his way to a solution using vertical maneuvering. This
dynamic ever changing maneuvering in three dimensions uses elements
of acrobatic flight, including parts of loops, barrel rolls, and
vertical pulls.
The maneuvering quickly gets very
aggressive when we raise the bar, turn the Bandit loose and let him
maneuver freely without restriction. The Gs required to solve the
BFM problem increases dramatically as the Bandit pulls harder. The
conditions are now ripe for an “over-G” situation, especially with
asymmetric rolling Gs. A rolling or asymmetric G-loading is defined
by a loaded pull, coupled with any roll rate. A typical rolling
limit on many aircraft is 2/3 of the maximum G. The T-34 has a 4G
rolling limit. It is very easy to over G an airplane when engaged in
a dogfight, especially while rolling. It takes skill and great feel
for the aircraft to maintain G-forces within limits. In a
symmetrical pull, a balanced load is placed on both wings. The angle
of attack increases as you pull back on the pole and demand more Gs.
If you roll the aircraft during this pull, one wing has to produce
more lift than the other does in order to generate the roll. This
unbalanced, asymmetrical loading, typically found during BFM, is
very damaging in terms of fatigue-life usage. The finite data
analysis performed on the T-34 wing structure by the T-34 Spar
Corporation fully supports this increased loading with solid,
empirical facts.
Unrestricted engagements that begin
from a neutral starting point can last 5 minutes or longer. They
will include numerous aggressive high-G cycles. In a typical
one-hour sortie, it would be very easy to accomplish five full up
engagements and accumulate a hundred g-cycles. This is way outside
the design spectrum of a training aircraft even if the Gs are held
within limits. If you over-G the aircraft in this process, all bets
are off in terms of fatigue life accumulation.
I witnessed the damaging effects of
excessive of G cycles and over Gs first hand as an instructor pilot
in the AT-38B while stationed at Holloman Air Force during the
1980s. In an effort to save training costs, the U.S. Air Force
developed what is known as Lead-In Fighter Training or “LIFT” as it
is commonly called. A standard T-38 was modified into a ‘beginner’
fighter jet, complete with an external bomb pod and gun sight. This
AT-38B was more economical to operate than the F-15s and F-16s that
were being used for BFM training, so it became the new equipment of
choice for basic fighter training. We flew hundreds and hundreds of
BFM missions with thousands of perch setups while training our
newest fighter pilots. It was not long before we started developing
serious fatigue cracking problems in the wings. We experienced
several in-flight structural failures where we lost a wing tip
during an engagement. The jets were able to land safely, but they
were missing nearly 3 feet of wingtip! We realized we had a big
problem. The constant stress of numerous G-cycles per hour and many
over Gs had finally taken its toll.
Even though it flew its fair share of
acrobatic maneuvers in primary training in the Air Force, the T-38
never experienced any of the same structural or fatigue issues that
the AT-38s were facing. In short, the AT-38s were being “BFM-ed” to
death! The Air Force engineers determined that our excessive
G-cycles per hour and regular asymmetrical over-Gs had dramatically
consumed the fatigue life of our AT-38s. The root cause of our
problem was pure and simple abuse. We learned some major lessons,
especially in how we applied the G-loading during BFM training. We
stopped doing loaded rolls and put the emphasis on lift-vector
control. We would simply pull in one plane of motion, unload, roll
to the desired direction, then re-apply the G. We made it plain to
everyone that an occasional over-G was no big deal as long as we
ended the flight, came home, and reported the over-G to maintenance
so the aircraft could be inspected. In addition to modifying our
flying behavior, we also performed several fatigue-life
enhancements, including putting thicker skin on the wings and
beefing up several critical structural areas.
The F-16 also has had its share of
fatigue-life issues over the years as it struggles to meet the
demands of a high operational tempo. The F-16 was originally
designed to be a low-cost, daytime VFR fighter. Over time, we have
added mission after mission to our playbook. We increased the gross
weight as more equipment was added to the jet. The F-16 is a 9G jet
that is flown at a very high G and high G-cycle rate per hour. It
would have never met its projected service life had it not been for
several fatigue-life and structural enhancement programs. When
computing fatigue-life accumulation, the F-16 community uses an
equivalent hour program based on types of use. A complete air-to-air
mission counts much more than a cross-country flight. Because of
this use, the F-16 is inspected on a regular basis, especially after
an over-G. The C-130 fleet was recently placed on an equivalent hour
program based on use. Many of the C-130’s with as many as 45,000
airframe hours were grounded because of fatigue issues caused by
recent hi-demand combat operations.
Putting physics aside for a moment,
there are several other factors that affect the fatigue life
accumulation on an aircraft. One of these factors is the attitude of
the pilot. Many pilots possess an “I must win no matter what”
attitude, which often leads to a lack of flight discipline. Fighter
pilots view an air-to-air dogfight as the ULTIMATE CONTEST. The
problem with this is that sometimes rules and limits are exceeded in
an all out competitive attempt to win. The Air Force has developed
several rules of engagement (ROEs) that govern its fighter pilots
when engaged in dogfights. Although fighter pilots consider it cool
and manly to pull Gs, one such ROE states that the flight must be
terminated with a “knock it off” if an over-G occurs.
There have been several classic
accidents over the years where two adrenalin-charged fighter pilots
BFM-ed himself into a mid-air collision. In the course of this
“contest”, several ROEs were violated in an attempt to win. Pilots
have needlessly died and jets were lost in the process. The senior
Air Force leadership put an end to this by demanding that pilots
change their philosophy regarding engagement; no diametrically
opposed objectives! The new thinking is that there are no winners or
losers in BFM contests. Instead, one pilot is designated the
“Training Aid” and he limits his use of the afterburner, pulls
limited Gs, or purposely makes common BFM errors. Since one pilot is
little more than a flying platform for the other’s benefit, it is no
longer a contest between two Fighter Pilots who think that they
“must win”. This new way of doing “business” serves to reign in the
egos and makes the entire process safer overall. Apparently, it is
okay to “lose” when you are the Training Aid.
Moving back into the world of
commercial T-34 ACM operators, one can clearly see numerous examples
of the same ego-driven attitudes, lack of basic flight discipline,
and disregard for the laws of physics mentioned above. If one
closely examines the video tapes from these engagements, the typical
pattern of abuse quickly emerges. In several places on these tapes
one can hear the official “fighter pilot” muttering and cussing
under his breath because he is losing ground in the contest or
“engagement”; he is getting his butt kicked. He knows that losing
the BFM contest is unacceptable. The offensive guy, on the other
hand, is rolling and pulling as hard as he can. He can be heard
saying, “Just a little more turn and he’s mine.” Although the video
does not include a shot of the G-meter or airspeed indicator, you
can still get a good idea of what is going on by looking at the
nose-tracking rate across the clouds or ground. The setups usually
started around 175 knots, so when you see a hard turn to the buffet
or accelerated stall point, (where the nose track rate slows or
stops), you know they just pulled close or exceeded the maximum
available G. The V/G diagram for the T-34 shows that if you are at
maneuvering speed (152 knots), and you pull to the buffet, you just
pulled to the 6G line. If you accelerate to 180 knots, you have
almost 9Gs available. In addition, over-pulling at high G to the
buffet compounds the stress because wing buffet is also a G-cycle
stress. Roll rate is easy to see and after viewing a few of these
video tapes, one gets a good feel for the nose rate/current-G
relationship. We record and review every BFM mission that is flown
in the F-16. I personally have reviewed hundreds of hours of
air-to-air footage over the last 25 years, so I am very familiar
with BFM video review and analysis. The VCR tapes from the ACM
operators documents numerous over-Gs. The “I Must Win” attitude and
total lack of flight discipline becomes very apparent, especially
when you hear comments like, “WOW, we just pulled over 6Gs” and
“Hey, you better not say that over the radio” and “We’re going to
need a wheelbarrow to pick up the pieces”. They even laugh and seem
proud that they pulled so hard! On many missions, the instructor
would do a demonstration of a full-up neutral engagement if their
customers were up to it. I have reviewed tapes where the instructor
called for “Cameras Off” prior to the demo engagement. I can only
imagine what went on with the cameras off.
A few years ago, at my job with United Airlines, I flew with a
former fighter pilot who was a part time instructor pilot with one
of the ACM operators. He told me that he was “paid” in flying hours
in the T-34. He went on to say that he used to get together with the
other instructors so that they could spend their ‘pay’ in a full up,
“let’s take off the gloves” dogfight. They did NOT film these
flights. Gosh, I wonder why? I asked him about G-limits and he was
unaware that the T-34 even had a rolling G-limit.
Most of the commercial ACM operators
hire former or retired fighter pilots as their instructors. These
are the guys who knew the most about BFM and how to set up simulated
“Fighter Pilot” programs. They know how to build mock fighter
squadron buildings, complete with pictures of real fighter jets, and
inspirational banners such as “Through these doors pass the World’s
Greatest Fighter Pilots” and “Fly, Fight, Win!” The long-retired
military T-34 trainer seemed the perfect choice for the mission.
With its military markings, camouflage paint scheme, bubble canopy
and stick, it looked just like a mini-fighter plane. It was
relatively easy to fly and economical to operate. However, there was
one major problem. It was NEVER designed to be a BFM machine. The
T-34, just like the T-38, is not a fighter; it is a trainer. It was
designed and built to be flown by the military as a primary trainer.
Primary military programs include transition training (take-offs and
landings), instrument work, formation flying, cross-country
navigation, and aerobatics. The aerobatic part of the training made
up only a small portion of the program in terms of total number of
hours flown. These hours included mostly symmetrical maneuvers such
as loops and rolls. The commercial ACM outfits decided to adopt the
T-34 as their new ‘fighter’ plane anyway. The instructors eagerly
looked forward to getting back into the BFM game. They had no idea
how much fatigue-life they would gobble up as they eagerly took the
T-34 into the air-to-air arena.
The G-limits for the T-34 are based
on operating the aircraft within the gross weight limit. The
commercial ACM operators added cameras, VCRs, gun sights, laser
sensors, and smoke systems to their T-34s. The weight of this
equipment, combined with the extra weight of required parachutes
would push the gross weight limit of the aircraft if the mission
were flown with full fuel tanks. I do not think it was company
policy to weigh the instructors and their customers, so if both
persons on board happened to be on the large size, it could easily
be over gross weight. I weigh 215 pounds and if I top off the fuel
tanks of my T-34B, then add the weight of my two parachutes, I only
have about 120 pounds left for a passenger. If I want to carry a
bigger person, I must download fuel. I am willing to bet that many
of the missions accomplished by ACM operators were flown over gross
weight. I have a copy of the U.S. Department of Interior operational
memorandum (#05-50) dated January 1, 2005. This memo gives the
department the operating guidelines and authority to fly their
Amphibious Cessna 206 over gross-weight. They are required to do
additional inspections and install a continuous electronic
accelerometer to monitor airframe stress. Sadly, the ACM operators
had no such monitoring program in place and did not do any
additional inspections.
After the first T-34 wing separation
in 1999 and subsequent investigation, the National Transportation
Safety Board made the following recommendations:
---"The Safety Board believes that
the FAA should require the development of operational and inspection
criteria for the critical flight control surfaces and structural
elements, as necessary, for any airplane used in air combat
simulation flights."
It is obvious that the NTSB
determined that there was a difference in how the ACM operators were
using their T-34s, as they went on to state:
----"The Safety Board has found no
other examples of possible wing structure fatigue cracking in the
long history of the T-34 series of airplanes. Although typical wing
loading spectra generated by training missions, aerobatics, and air
combat simulation flights are not available, the Safety Board
believes that air combat simulation flights may induce a larger
number of high positive wing loading events per flight hour than
other operations. In addition, the multiple initiation sites and
large number of fatigue cracks in the wing structure suggest that
the fatigue damage is both recent and related to high stress.
Considering these factors, it is likely that the fatigue cracking on
the accident airplane was the result of the loading conditions
experienced during the air combat simulation flights.'
---"Beech YT-34, T-34A, and T-34B
airplanes operated only for personal and aerobatic use are of
somewhat lesser concern than those used for air combat simulation
flights. Although these airplanes, especially those regularly
performing aerobatics, may experience occasional G loads of the same
magnitude as those experienced by air combat simulation airplanes,
the number of high G load applications would be expected to be much
less for the airplanes in personal and aerobatic use."
Some may argue that prior to the
first T-34 accident, by the ACM operators were unaware of the amount
and extent of damage that was occurring in their aircraft. However,
afterwards, they should have known better. If they had followed the
NTSB recommendations and FAA restrictions, the second and third
accidents could have been prevented. Yet, it gets worse. After the
second accident, the NTSB determined that one of the operators had
totally disregarded the flying restrictions imposed after the first
accident and had over-flown the specified grace period for
implementing said restrictions. This total and wanton disregard for
the rules is inexcusable. They continued to conduct upset training
(recovery from unusual attitudes, which is an exercise ripe with
potential for over Gs) in their T-34s during this period of flight
restrictions. The T-34s had been restricted by FAA regulation to no
aerobatic flight, 2½ Gs, and a maximum speed of 152 knots yet,
amazingly, this outfit had a picture of one of their T-34s upside
down on the cover on the cover of the April 2001 issue of FLYING
magazine!
I am convinced that the center
section of the T-34 involved in the third accident had pre-existing
fatigue cracking from previous hours of abuse. Although its wings
had been repaired with Baron Spars, it still suffered a structural
failure.
It is vitally important that we
maintain and fly our prized T-34s with Safety as the Number One
Priority. We all want this. However, when developing fatigue-life
timelines, rules, inspections, etc. we need to apply logic and
common sense. We want and need to verify, monitor and maintain the
structural integrity of our T-34 fleet. But, we want to do it
fairly. We do not want to be unfairly restricted or denied the
privilege to fly based on the irresponsible actions of a few. The
first step in this process is to place each aircraft appropriately
on a logically established fatigue life highway that is based on
aircraft condition, type and intensity of use, and number of
G-cycles per hour. If you go to Oshkosh or Sun-n-Fun, you will be
amazed at the number of quality, pristine T-34s that you find on the
ramp. Over the last decade, several of these T-34s were among the
top award winners. Numerous owners have spared no expense restoring
their prized T-34s to perfection. The EAA Warbirds of America have
recognized several of these fine examples of craftsmanship with
their top “Grand Champion” and “Reserve Grand Champion” awards.
These aircraft are not just “paint jobs” (“a pig in a tux”) many
have been stripped to the bone, carefully inspected and had numerous
structural parts, flight controls and hardware replaced with new
parts. Yes, the T-34 may an older aircraft but most owners maintain
and document their aircraft at a level that is well above the
typical single engine light airplane that you find sitting on the
ramp at your local airport.
The restoration process accomplished
by many T-34 owners, completion of the approved AMOCS, which
included cold working critical structural areas, and replacing or
rebuilding the spars, has served to preserve, and even extend our
available fatigue-life. The inspections performed thus far have
served to verify and confirm the structural integrity of our fleet.
Over the course of the last few years, we have eddy-current
inspected almost 6000 rivet holes in the T-34 fleet. Only one
revealed any cracking. The crack found, was (you guessed it) in one
of the commercial ACM operator’s T-34s! We inspected the entire
flying T-34 fleet at every location where fatigue cracking was
identified in the first two accident aircraft. We found more or less
nothing. There was not a global fatigue problem. When the inspection
process is developed for the center section (failure point in the
third accident), I believe we will find the same.
Condition, type of use, and intensity
of use are the driving factors that should establish the rightful
position of each T-34 on the fatigue life highway. The publication
“Best Practices Guide for Maintaining Aging General Aviation
Airplanes” dated September 2003, which is endorsed by the FAA,
discusses condition and usage as key factors in aircraft aging. The
T-34 enjoyed a very long 50-year history of safe structural
integrity prior to the three in-flight failures experienced by the
commercial ACM operators. They were clearly flying beyond the design
limits of their aircraft. The NTSB, in their accident investigation
report from the first accident, stated the probable cause as; “The
safety pilot exceeded the airframe design limits that resulted in
the overload failure of the right wing.” I am tired of reading
article after article in various aviation publications about the
“aging” and “wing spar” issues that are accruing in the T-34 fleet.
If you honestly look at the facts surrounding these three accidents,
it is clearly NOT a fleet-wide T-34 aging-aircraft issue. It is pure
and simple operator error caused by a lack of integrity, poor flight
discipline, poor supervision, poor maintenance, and a total
disregard for the stress that their intense, high-G operation was
placing on their aircraft. The NTSB reported that the ACM operator
involved in the first accident had accumulated over 8400 simulated
combat missions in their fleet of three T-34s. The accident aircraft
had accumulated 8200 total hours of which roughly 4000 were
accumulated in the ACM fleet. This accumulation is actually, in my
opinion, a testament to the robust nature of the T-34 structure as
it survived thousands of hours of abuse prior to failure.
Once we develop an inspection for the
center section and get back into the air, we must develop a system
to document our type and intensity of use so we can verify our march
down the fatigue life highway. Future inspections and the hour
accumulation allowed should be driven by the intensity and type of
use. Using the abusive hours accumulated by the ACM fleet in
calculation to determine failure points under normal operations is
scientifically and statistically unsound. We need to continue to
educate ourselves on safety, accident prevention, flight discipline,
and how fatigue accumulates on our aircraft. I am all for installing
a recording G-meter in my T-34 so I can download an annual history
of G-cycles and protect myself from future grounding. I will show
everyone that I am sipping my fatigue life through the thinnest of
straws.
--
(LTC Rothenanger has been flying
fighters for the military for over 25 years. He is currently an F-16
pilot for the Indiana Air National Guard and a 767 pilot for United
Airlines. He has a degree in aerospace engineering is a certified
A&P mechanic and is the owner, operator & maintainer of an
award-winning, pristine T-34B) |