Birdlike Morphing Tail

The fundamental principles of flight are essentially same whether it is a human-made aircraft or an avian species (bird). A bird’s tail on the other hand, has a quite different form, lacking the vertical fin of a conventional aircraft. The bird can change its direction in mid-flight by just twisting its tail. It’s intriguing that nature, in its evolutionary path, hasn’t found the need to put an upright tail on its flying creations, nevertheless.

Introduction

When looking into nature, medium and large sized predatory birds that need to be agile have a distinct functional tail (as opposed to an aesthetic large tail) than most other birds. Examples are eagles, kites, falcons, ospreys and hawks. It’s also interesting that pigeons can outsmart a falcon most times, with their wide field of vision and cunning escape maneuvers for which their tail plays an important role [1]. The most agile northern goshawk that inhabits dense forests in the northern hemisphere manoeuvres through impossibly tight spaces, without hitting anything, in the pursuit of prey. Despite having a wingspan of over a metre, these birds can chase prey at up to 60km/h while manoeuvring zigzag through dense forest. They have relatively flexible wings and larger tails that make them extremely agile. For dodging obstacles they shrink and fold their wings, and uses their tail as a third wing to sustain lift [2]. No human made aircraft can match the agility of the northern goshawk. As a rule of thumb, agility is synonymous to a distinct functional tail among larger bird species.

Adrian Thomas [3] mentioned that the birds could be using the asymmetric orientation of tail for control during turning manoeuvres. The moment arm of the tail about its apex is more than twice the moment arm of a conventional wing about its leading edge, and hence any force would generate a significant moment about its tail. Birds use their tail efficiently and effectively during manoeuvres and hovering, where they do this by change in spread, in angle of attack and in roll relative to the body. Furthermore, they use the tail to produce enough lift during take off and landing, by spreading and drooping the tip feathers. This drooping of tip feathers reduces the induced drag by half and may be used for control as well. This lift generated by the tail is proportional to the square of its maximum span and beyond the point of maximum width drag supersedes lift.

Compared to the aerodynamic function of bird wings, the aerodynamic function of bird tail has been subject of speculation and was never fully agreed upon [3]. The question on why birds excel flight without a vertical tail was always under debate and handful of theories was proposed to substantiate this [3-5]. Sinha and Ananthkrishnan [5] debunked the rationale that vertical tailless flight is achievable only in the realm of scale where birds and miniature aircrafts encompass.

In 1921, Ludwig Prandtl published a paper [6] showing the elliptical spanload as the most efficient wing choice that soon became the standard in aviation. But in 1933 Prandtl published a lesser known second paper [7] proposing a new bell-shaped spanload that is far more efficient and has a longer span than with the elliptical spanload. During roll, the adverse yaw (as a resultant of induced drag) created by a wing based on an elliptical spanload necessitates a vertical tail with rudder. On the other hand, a bell spanload creates a proverse yaw where an auxiliary yaw device like the vertical tail is not essential. This allows for improved aircraft designs, particularly all flying-wing aircrafts and blended-wing body aircrafts [8, 9].

Robert Hoey [10] undertook an effort to determine whether birds are statically stable in soaring flight, and to identify the control method they use while initiating turns. He used a full-scale radio-controlled (RC) glider to model ravens in their soaring flight. The glider tested two tail configurations: (1) a simple elevator at the back of the tail for just pitch control and (2) a more complex “rolling tail” mechanism that allowed the entire tail area aft of the wing to pivot up and down for pitch control and also rotate around a longitudinal axis for a combined pitch and yaw control.

Zheng et. al. [11] in a prepublication paper discusses the application of deep reinforcement learning on a bionic morphing tail for drones. They devised a mechanism that can spread the tail with an area increase of 49.6%, in addition to deflection (up and down at the trailing edge) and rotation (along longitudinal symmetry of the aircraft) of the tail assembly. The variable area mechanism uses the deformation principle of parallelogram. The mechanism is yet to be tested in actual flight conditions on a drone, as inferred from the paper.

Very recently scientists at the Laboratory of Intelligent Systems at EPFL (École Polytechnique Fédérale de Lausanne, Switzerland), led by Prof. Dario Floreano, developed a next-generation drone inspired by the northern goshawk [12 & 13]. They modelled the drone mimicking the bird’s wings and tail, and its flight behaviour. The drone, using foldable wings and a morphing tail, displayed considerable agility and maneuverability.  However, they still kept a vertical stabiliser in the middle of the tail assembly for stability that undermine the actual mimicking from the nature’s finest creations.

Video: EPFL (École Polytechnique Fédérale de Lausanne, Switzerland) Raptor-inspired drone with morphing wing and tail

Birdlike Morphing Tail on a BWB Design

The fusion of a birdlike morphing tail assembly to a BWB (blended wing body) design will solve the typical drawbacks of a pure BWB design. The tail assembly will act as an extension of the centerbody (or fuselage) airfoil section, with the extended tail offering continuous streamlined air flow through the centerbody. This will effectively reduces the thickness-to-chord ratio compared to a pure BWB design. The wing trailing-edge control surfaces can also be used as flaps because the tail can trim the resulting pitching moments. The engines can be moved forward in the design, like the Lockheed HWB (Hybrid Wing Body) design, as the extended tail assembly would provide necessary balance. The control surfaces for pitch and directional control are further back and provide a longer moment arm. As such this would alleviate the efforts required on the wing mounted control surfaces. Overall, with multiple control surfaces on tail, the fusion enhances low-speed stall protection.

It should be worth to note that birds use their tail to produce enough lift on take off and landing, by spreading and drooping the tip feathers [2, 3]. Similarly, the morphing tail assembly can act as additional lift generating surface, like in birds, to allow short take off and landing. This can help in better dynamic control of BWB aircraft in low-speed flight. Additionally, survivability of the aircraft greatly increases by using a morphing tail with multiple control surfaces, like in birds, as any damage to one control surface can be compensated by others.

References

[1] Animal’s Look | The World’s Best Flyers – 11 Pictures, http://www.animalslook.com/the-worlds-best-flyers-11-images/

[2] BBC video documentaries: https://youtu.be/p-_RHRAzUHM and https://youtu.be/2CFckjfP-1E 

[3] A. L. R. Thomas, “On the aerodynamics of bird’s tails”, Phil. Trans. R. Soc. London B, Vol.340, 1993, pp. 361-380.

[4] G. Sachs, “Why birds and miniscale airplanes need no vertical tail”, Journal of Aircraft, Vol.44, No.4, 2007, pp.1159-1167.

[5] N. Ananthkrishnan, and N. K. Sinha, “Why birds and airplanes need no vertical tail”, Technical Note, Journal of Aerospace Sciences and Technologies, Vol. 66, No.1, February 2014, pp. 1-7.

[6] L. Prandtl, “Applications of modern hydrodynamics to aeronautics”, NACA Report No 116 (Washington, DC), 1921.

[7] L. Prandtl, “Über tragflügel kleinsten induzierten widerstandes”, Zeitschrift für Flugtecknik und Motorluftschiffahrt, 1 VI 1933 (München, Deustchland), 1933.

[8] A. H. Bowers, O. J. Murillo, R. Jensen, B. Eslinger, and C. Gelzer, “On Wings of the Minimum Induced Drag: Spanload Implications for Aircraft and Birds”, NASA/TP-2016-219072.

[9] NASA video: http://amaflightschool.org/video/proving-prandtl-twist

[10] R. Hoey, “Research on the stability and control of soaring birds”, AIAA Paper 1992-4122, Lancaster CA, 1992.

[11] L. Zheng, Z. Zhou, P. Sun, Z. Zhang and R. Wang, “A Novel Control Mode of Bionic Morphing Tail Based on Deep Reinforcement Learning”,  IEEE Robotics and Automation Letters and ICRA (under review).

[12] E. Ajanic, M. Feroskhan, S. Mintchev, F. Noca, and D. Floreano, “Bioinspired wing and tail morphing extends drone flight capabilities”, Science Robotics, Vol. 5, No. 47, 2020, eabc2897.

[13] AZO Robotics | Morphing Wing and Tail Give New Drone Exceptional Flight Agility  https://www.azorobotics.com/News.aspx?newsID=11742