1. Introduction
In the mid-1980s, technologists from MIT’s Space Engineering Research Center made pioneering inventions and discoveries with respect to aircraft flight control. At the time, piezoelectric elements had been used for nearly 60 years as sensor and actuator elements in civil and naval structures, as well as for geophysical exploration, among other uses. One of the first of the public documents in the US to describe the sensing capabilities of piezoelectric elements was US Patent 2,212,845 (filed in 1918). This work included the lamination of piezoelectric elements to structural components so as to generate varying electrical currents in response to structural motions [
1]. For more than half a century, piezoelectric elements had been used to generate sensor signals, stable crystal oscillators, and small displacements in high-rate actuator piles that were found at the cores of devices such as sonar sensors and accelerometers.
The MIT group under Prof. Ed Crawley was the first in the aerospace industry to significantly deviate from small-displacement/high-rate actuation schemes, applying piezoelectric elements to aerostructures with the goal of manipulating air loads. To do this, much larger displacements were required than the usual microstrain-level deflections. While the group would go on to fabricate a myriad of devices, perhaps their most important contribution to the field is the understanding that piezoelectric elements can be modeled as discrete layers in a laminated structure. In doing so, their behavior can be captured through simple laminated plate theory with only small adjustments accounting for piezoelectric activity. The authors of [
2] effectively “translated” the often confusing and pedantic models of piezoelectric elements enshrined by ceramicists and crystallographers into simple classical laminated plate theory (CLPT), which had been used in the aerospace industry for decades and was regularly taught at the undergraduate and graduate levels. This seminal work acted as a form of “Rosetta Stone” for many aerospace engineers, and enabled the confident integration of piezoelectric elements into a whole host of structures (it should be noted that [
2] is still required reading in many adaptive structures courses taught around the world). After the establishment of the earliest laminated plate models, Crawley and Anderson used piezoelectric elements to manipulate bending moments in a cantilevered beam [
3,
4,
5]. The first and most substantial patent generated by this group covering concepts that could substantially manipulate air loads was US Patent 5,374,011 by Lazarus and Crawley [
6]. This patent draws upon the idea that by using anisotropic laminated plates as lifting surfaces, isometric piezoelectric elements can generate twist deformations which, in turn, can change air loads [
7]. The most important of these twist-active plates is shown below.
The concept of the laminated plate above was to use laminated isotropic piezoelectric elements bonded on either side of a bending–twist-coupled graphite–epoxy plate, and then actively bend the plate using differential piezoelectric actuation. As a result, the inherent bending–twist coupling would then result in twist deformations. The plate would be oriented so that twist deformations would generate more bending deformations, which would, in turn, produce more twist. Lazarus and Crawley properly captured this very intentional aeromechanical instability, demonstrating that full flight control in roll could potentially be commanded up to divergence speeds. Excellent results were shown both on the bench and in the wind tunnel, with good correlation between theory and experiment. Although the plate shown in
Figure 1 has no aerodynamic profile, it was enough to spark imaginations and research across the field, and to spawn a small industry of adaptive aerostructures research. Weisshaar’s group in at Purdue University took this concept and extended the theory, leading to concepts for aeroelastic control [
8]. Ehlers and Weisshaar demonstrated that wing sweep and the inherent bending–twist coupling derived from simple geometry and kinematics could also be used in conjunction with piezoelectric elements to induce aeroelastically enhanced flight control—again, with well-modeled divergence characteristics and speeds predicted.
The first efforts to make a piezoelectrically driven twist-active aircraft surface with an aerodynamic profile took place in 1989, with twist-active rotor blades bearing an NACA 0012 profile. Early in that year, a new sub-branch of structural mechanics had been invented. This sub-branch was centered on modifying the lamination and integration methods of active materials such as piezoelectric elements, such that isotropic materials could behave as if they were highly orthotropic. These directionally attached piezoelectric (DAP) elements would significantly change the nature of twist activation, allowing isotropic structures such as aluminum and uncoupled fiber-reinforced composite wing structures to be directly manipulated by twist. As a result, the first patent ever filed (which was also the first to generate royalties) from the US Army Rotorcraft Center of Excellence was centered on twist generation of helicopter rotor blades using DAP elements [
9].
The DAP rotor blade described above was made with 7.5 mil (191 µm) thick PZT-5H piezoelectric sheets, which were cut to rhomboid shapes. Then, 128 rhomboid DAP elements were mounted on a rotor blade foam core that had been fitted with a lead leading-edge counterbalance going from 0.5 to 5% c. The PZT elements were placed from the 5% to 30% rotor blade chords so as to help keep the rotor blade’s center of gravity collocated with the aerodynamic center and elastic axis, at the 25% chord.
Figure 2 shows dark stripes on the piezoelectric elements, which were 2 mil (51 µm) thick Flashbreaker 1 lateral stiffness-reduction sheets. The rhomboid elements were cut and mounted at 45° on the rotor blade section, covered with style #1581 fiberglass cloth, and cured using Epolite Safe-T-Poxy at 104 °F (40 °C). The transverse stiffness-reduction sheets covered the lateral 2/3 of the piezoelectric elements, resulting in an orthotropy ratio of roughly 5.5:1. The DAP rotor blade shown above was successfully bench-, vacuum-chamber-, and whirl-stand-tested, showing comparatively small static deflections, in the order of only ±0.1° at 500 V/mm field strength (±95 V). While the static deflections were indeed small, the 27″ (68.6 cm) rotor blade was aeromechanically balanced and strengthened to the point to where it was suitable for flight on a subscale rotary-wing UAV. The small deflections were clearly not suitable for primary flight control; however, with a corner frequency in excess of 250 Hz, it was clear that the blade was suitable for higher harmonic control (HHC) or other advanced structural control methods. Because the Froude-scaled blade rotational speed was 817 RPM (13.6 RPS), the blade could reach more than 18/rev actuation speed, which is more than fast enough to control all envisioned high-frequency vibration modes from the flap through to the seventh mode.
While torsional blade control was being explored at the Universities of Maryland and Kansas, flap-based rotor blade control was de rigueur [
11,
12,
13,
14]. A handful of investigators explored other approaches to the induction of twist deformations to aerostructures. The most successful of these approaches was clearly the use of interdigitated electrode (IDE) piezoelectric fibers. Hagood and Bent would go on to show that individual piezoelectric fibers could be actuated to high field strengths in the poling direction (using d
11 rather than d
31 as is the case with DAP elements) [
15,
16]. This proved to be an outstanding approach to twist activation to generate high strain levels. Unfortunately, high manufacturing costs and low total fiber volume densities adversely affected its acceptance by the adaptive structures and commercial products communities.
Since those early days in the development of adaptive aerostructures, the technical community has gone on to see the development of a nontrivial number of adaptive aerostructures for many types of aircraft and spacecraft, Including adaptive latch mechanisms; flight control for missiles, munitions, and UAVs; and active noise-suppressing chevrons and stall suppression mechanisms, to name but a few [
17,
18,
19].
Highly efficient PBP techniques were first seen in [
20,
21], as Lesieutre et al. had figured out how to drive the coupling coefficients (and, therefore, efficiencies per stroke) of piezoelectric devices close to 100% efficiency. When combining the pre-compression techniques of PBP elements with in-plane pre-compression techniques during the lamination process that had previously been developed for guided ammunition flight control actuators, a third, new method of driving emerged: limit dynamic driving (LDD). Such drivers were first used a decade ago (although they were unnamed back then) to achieve extremely high speeds, high precision, and high deflection actuation [
22,
23]. Since that time, LDD has been successfully used on a host of actuator classes and types. The most recent applications have been on subscale Flexspar-class piezoelectric actuators as shown below in
Figure 3 [
24].
Given that modern improvements in piezoelectric actuation have evolved so dramatically, this paper is centered on applying them to twist-active aerosurface concepts to examine the performance improvements that can now be achieved.
2. Directionally Attached Piezoelectric (DAP) Modeling
One of the most successful analytical modeling techniques used to capture the behavior of DAP elements is the principle of smeared properties. This is at the heart of most laminated plate models, and has been successfully used for several decades. Once the smeared properties at the ply level are determined, they are integrated into higher-order structural constructs to develop full laminates, and then aerosurface stress–strain relations and deflections.
2.1. Fundamental DAP Effective Stiffness Modeling
The first DAP CLPT models were conceived in 1989, just after the invention of directional attachment methods [
10]. In the most basic sense, the designs and modeling techniques conceived 33 years ago are still valid today, and lead to excellent smeared-properties models for the prediction of structures built with DAP elements used as actuators. An active element (in this case, a piezoelectric element) with an aspect ratio (i.e., mean length divided by mean width) greater than 1 is attached to a substrate in such a way that the sides are free to expand and contract while the element is held firm with respect to the substrate in the lengthwise direction. In doing so, the element develops a far higher effective stiffness in the longitudinal direction than in the lateral direction.
Figure 4 shows the basic geometry of DAP element integration.
The modeling described in [
10] determined that a reasonable approximation for the longitudinal and lateral stiffness can be achieved through directional attachment by estimating the effects of shear lag on the piezoelectric element. Once the effective longitudinal stiffness
ELeff and transverse stiffness
ETeff are determined, they can be introduced to CLPT and FEM models as actuator elements with smeared properties, as follows:
The transverse ply modulus is similarly a function of geometry and bond shear moduli. As the width of the elements
Weffo is reduced relative to the thickness of the bond, the total amount of work done by the element laterally decreases. It should be noted that the original width counted,
Weffo, relates to the mean bond width—not the element width. By considering such geometries, the aspect ratios of both the piezoelectric element and the boding stripe come into play.
The overarching goal of directional attachment is to maintain as much ply longitudinal stiffness as possible while reducing the transverse stiffness as much as possible. The result leads to a high orthotropy ratio (OR = ELeff/ETeff). With a reasonable amount of effort, orthotropy ratios in excess of 50 can be readily attained. OR values as low as 2 or 3 have been shown to generate good directional stress and shear strain fields, and can manipulate structures in torsion.
The effective smeared property shear modulus is accounted for similarly, with no change in the Poisson’s ratios (ν
LT, ν
TL). Because the elements work longitudinally but very little laterally, the shear moduli trend mostly with directional attachment properties in the ply longitudinal direction, as follows:
When one accounts for end-bonding, the longitudinal stiffness ratio approaches 100%. The lateral effective stiffness is unchanged by end-bonding. It should be noted that end-bonding methods are often used not only to increase orthotropy ratios, but also to accommodate electrical leads. Given extremely high field strengths, this is important to prevent electrical breakdown on the ends. When considering DAP actuators, they can be made such that they behave as layers of active composites with nearly 100% fiber volume fractions in the longitudinal direction and 10–15% volume fractions laterally. This is substantially different from IDE layers, which tend to have fiber volume fractions of only 20–30% longitudinally, but (quite favorably) contract laterally when energized.
The local artifacts and complicated, nonlinear stress fields associated with directional attachment are smeared into properties that can then be included in highly useful global models. The first step is to integrate those properties into laminate models. Then, once in laminate models, the active laminas are then used as components in finite element models. To take the first step, the nanostructure models of directional attachment are translated into effective longitudinal, transverse, and shear moduli (
ELeff,
ETeff, and
GLTeff, respectively) using Equations (1)–(3), respectively. Those effective moduli are then included in classical laminated plate theory (CLPT) models of the entire laminate. By examining the work of Jones [
25], the reduced stiffnesses can be calculated from the effective stiffnesses above, as follows:
The following expressions are then used to rotate the stiffnesses to laminate coordinates around the ply orientation angle
:
The reduced stiffnesses of Equation (5) can then be used to solve the linear stress–strain relationships of the laminate, considering mid-plane strains
and curvatures;
as a function of the vertical coordinate through the laminate, as defined by Jones, yields:
Solving for the forces,
N in the laminate in the
x,
y, and shear (
xy) directions and the associated moments (
M), as a function of the sum of all of the ply properties, yields:
From here, it is a simple matter of assembling the ABBD matrix and using such values in a finite element code such as the one described below.
2.2. Subsonic DAP Wing Geometry and Fabrication
To demonstrate the utility of DAP twist actuation for missiles, munitions, and UAVs, a 15″ (38.1 cm) semispan × 3″ (7.62 cm) chord wing was fabricated using DAP elements. In total, 120 PZT-5H elements were mounted to a foam core, as shown below. A polystyrene foam core with four flat faces was fabricated as a high-thickness substrate upon which the PZT elements and the pre-compression sheets would be mounted as shown below in
Figure 5.
The PZT sheets were cut to 0.45″ (11.4 mm) widths (counted in the spanwise direction) and coated with 1 mil (25 µm) of Epolite Safe-T-Poxy so as to seal all of the cut edges and surfaces, except for a 0.2″ (5 mm) diameter masked area on top of the elements, which was left uncoated so as to accommodate a 1 mil (25 µm) thick dot of conducting epoxy. The PZT sheets were bonded to a 3 mil (76.2 µm) thick AISI 1100-H19 aluminum sheet with 2 mil (51 µm) thick layers of Hysol 9340 using Masterbond EP21TDC-N conducting epoxy for electrical transfer at the masked dot locations in a 180 °F (82 °C) cure under 2 bar of pressure. Following full hard curing of the laminated PZT sheets, they were bonded to the surface of the polystyrene foam core with a 1/3 directional attachment stripe oriented along the 45° element ply axis. The 120 elements were laid up antisymmetrically so as to generate simultaneous shear flows on either side of the wing surface in the same direction, with both faces working to twist the wing in the same direction, as seen below in
Figure 6.
The elements’ poling direction was toward the foam core with the grounded side outwards, facing the wing skin. Outside of the AISI 1100 foil sheets, a style 120 fiberglass cloth oriented orthogonally was applied with Safe-T-Poxy at room temperature, and then a 50% glass bead and Safe-T-Poxy surface layer was added to bring the airfoil to surface conformity with a NACA 0012 to within 1% of the surface profile in a room temperature cure. After application and working of the glass bead layer to a profile just below the NACA 0012 profile, the wing was dipped in Safe-T-Poxy, forming a skin. The skin was then finished further to within 0.1% of the prescribed NACA 0012 profile, as seen below in
Figure 7.
4. Experimental Benchtop Testing
The wing was tested on the bench in several ways. First, weight, inertias, and electrical characteristics were measured. The wing weight (without root mount) was 10 oz (283 g). The measured quiescent capacitance was 72 µF, and the DC resistance was 1.4 MΩ, considering all DAP elements wired in parallel. The center of gravity and the elastic axis were collocated at the 36% chord with a mass moment of inertia (Iyy) of 0.31 lbm-in
2 (91 kg-mm
2) measured about the center of gravity (which was constant along the span). Torsional loads were applied to the tip to measure the passive, open-lead torsional stiffness. Loads from 1.00 in-lb (0.113 N-m) to 12 in-lbf (1.35 N-m) were applied to the wing tip. Root and tip torsional deflections were measured by laser reflection techniques, as shown below in
Figure 9.
The test results showed a linear torsional stiffness of 269 in-lbf/rad (4.69 in-lbf/deg, 30.4 N-m/rad, 0.53 N-m/deg), which was consistent with the predicted value of 4.1 in-lbf/deg. Quasi-static deflection testing was conducted at 1 Hz. LDD methods were applied to the drivers, taking advantage of the 550 µstrain pre-compression values and the high level of resistance to depoling provided by the adverse applied fields. Considering LDD applied field limits of +1800 V/mm in the poling direction across the DAP elements and −230 V/mm against the poling direction, the following results were obtained from quasi-static fields:
From
Figure 10, it is clear that the use of smeared properties via DAP modeling and FEM methods can be combined, leading to reasonably accurate models—in this case, within 3.5%. Dynamic testing was conducted using a sinusoidal LDD signal and the aforementioned limits.
Figure 11 shows the dynamic response of the wing to an actuation field of 450 V/mm. At 450 V/mm, the 191 µm thick PZT elements were operating at 86 V. (As an aside, aircraft systems such as those found in commercial aircraft regularly operate at many hundreds of volts (DC and AC)).
5. Wind Tunnel Testing
The wing was mounted in the University of Kansas’ 21 × 30″ (53.3 × 76.2 cm) open-circuit wind tunnel for aerodynamic testing. The wing was placed on a boundary-layer splitter plate and instrumented to measure the rolling moment coefficient about the wing root, as a twist-active wing is the most useful in roll control. Data were collected at a rate of 1 kHz with 32-bit resolution via six channels. Rolling moments about the wing root were determined via instrumented load cells, and testing was conducted from 20 ft/s up to 160 ft/s in the open-circuit wind tunnel as shown below in
Figure 12. Testing at 0 ft/s airspeed concluded that the collocation of the lines of elastic axes and the centers of gravity at the 36% chord eliminated the corruption of high-frequency rolling moment measurements, which could have been induced by high rate of local pitch angle changes (due to dynamic twist) had the two not been collocated. The total measured rolling moments due to even the highest rates measured (300 Hz) were under 0.01 in-lb (0.001 N-m) (the lower limit of moment resolution for the load cells used).
The first series of wind tunnel tests were conducted to verify that aerodynamic pitch damping would have a negligible effect on the pitch deflections commanded during a step change in the applied field. The stiffness of the wing was so great that the differences in root-to-tip wing twist between 0 and 160 ft/s (0–49 m/s) wind tunnel speeds were effectively in the noise band—below 2% of the total values.
Figure 13 shows twist deflection responses from an applied step field change of 1.1 kV/mm over the DAP elements.
Figure 13 also shows comparatively little participation from other structural modes, and effectively no participation from aerodynamic loads. The collocation of the lines of elastic axes and centers of gravity effectively nullifies the primary twist–flap coupling mode. The second set of wind tunnel tests was conducted to determine the amount of roll control available as a function of flight speed (and Reynolds number). The wing was mounted in the tunnel as shown in
Figure 12, and then a step field change across the piezoelectric elements was applied. The purpose of the test was to highlight a curious phenomenon that was discovered during impulse testing: dynamic lift overshoot. As the airfoil is twisted at a rapid rate, and then oscillates at a high frequency, it is postulated that a spanwise vortex is formed, which then enhances the effective camber, keeps flow attached, and produces the dynamic lift overshoot. Leishman [
26,
27,
28,
29,
30] described just such a phenomenon occurring with rapidly pitching airfoils. Testing was conducted with the wing starting at a zero-degree angle of attack. Data were sampled at 1 kHz with moment resolutions of 0.01 in-lb (0.001 N-m) (the lower limit of moment resolution for the load cells used).
Figure 14,
Figure 15,
Figure 16 and
Figure 17 show test results from 40 ft/s (12.2 m/s) to 160 ft/s (48.8 m/s), Rn = 64,000 to 255,000).
One curious phenomenon observed is that the dynamic lift overshoot peak shifts to the left with increasing airspeed. This appears to be one of the first documented instances of such a pronounced dynamic lift overshoot occurring for roll control, as this phenomenon is usually seen only in helicopter rotor blades at high reduced frequencies. At 40 ft/s, the peak was observed to occur at roughly 30 ms, while at 160 ft/s, the peak shifted to 22 ms—a substantial reduction. It is thought that this is very much a function of the effects of the strength of the spanwise vorticity generated due to rapid pitch motions and exceedingly high reduced local-section pitch frequencies near the wing tip.
From
Figure 14,
Figure 15,
Figure 16 and
Figure 17, it can be seen that the dynamic lift overshoot phenomenon mostly settles out by 40 ms, reaching a relatively steady state. Error bars show the range of data observed (not including standard deviation). Because of the extremely high natural frequency of the wing in torsion (228 Hz), we believe that several secondary structural modes of the tunnel mount itself were slightly excited (generating observable error bands). The flap deviations were measured below ±0.01″ (254 µm) at the 36% chord of the wing tip, and may still have been enough to contribute to the noise bands seen above. This plunge deviation is just 0.3% of the wing tip chord.
In spite of the data ranges observed, the overshoot phenomena are undeniable and nontrivial. If one examines the steady-state levels of the rolling moment coefficient and compares those levels to the peak rolling moment coefficient, it can be seen that the overshoot levels are nearly 2:1. Given that 1° of wing twist is roughly equivalent to 4–5° of aileron deflection, the amount of roll control available eclipses the control levels seen on many missile, munition, and UAV systems. What is most important is that the dynamic lift overshoot occurs precisely when a control system design engineer needs it, i.e., when high roll rates are required. This property contributes to the superior handling qualities and responsiveness of such aircraft.
6. Implications for Subscale Aircraft Flight Control
Most flight control actuators for subscale aircraft roll off at “reasonable” rates. It is rare to see flight control actuators with corner frequencies greater than 10 Hz or so. While perfectly acceptable for commercial toys and large UAVs and missiles, there is a drive for faster and faster actuation with lower levels of stiction, friction, and slop. The author of [
24] showed the dynamic response of several families of commercially available subscale actuators as shown below in
Figure 18.
Because the DAP wing possesses a corner frequency in excess of 250 Hz, with levels of precision not attainable by the conventional electromagnetic actuators described above, it is ideal for precision guidance through gust fields. Such gust fields become more and more important during terminal maneuvers, and are typically only seen in hard-launched subscale munition flight control actuators [
31,
32].
Because mitigation of collateral damage is an extremely high priority in modern warfare, precision terminal guidance is of the utmost importance.
Figure 19 shows the frequency spectrum of a typical gust field found in and around urban terrain. Given a relatively low-speed aircraft, a 0.5 kt vertical shear gust is enough to cause nontrivial terminal engagement deviation, and
Figure 19 shows that such disturbances can occur as fast as 10 ms. As shown in Mil-F-8785 [
33], the gust spectrum close to the ground becomes extremely robust. Low-speed aircraft will encounter high upset angles at high frequencies. Higher-speed aircraft will experience lower upset angles, but the frequency content becomes more extreme. The 255 Hz bandwidth of the DAP wing appears to be substantially faster than any fielded family of flight control actuators for missiles, munitions, and UAVs. It is so fast that not only can flight path deviations be corrected, but many buffet modes that tend to blur optics can be actively suppressed.