What Really Can Be Done in Simulation to Improve Upset Training?

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Air Line Pilots Association What Really Can Be Done in Simulation to Improve Upset Training? Sunjoo K. Advani International Development of Technology Jeffery A. Schroeder Federal Aviation Administration Bryan Burks Air Line Pilots Association AIAA Guidance, Navigation, and Control Conference August 2, 2010 1

Outline The problem Today s requirements Training needs Technology gaps and possible improvements Pros and cons of possible training solutions Conclusions 2

Take-away Today s simulators are inadequate to meet NTSB recommendations for upset training Improvements in awareness, recognition & avoidance, recovery warranted Simulator improvements needed in the following areas: startle factor lateral/directional characteristics in the stall regime motion cueing 3

The Problem

ICATEE s target

What is the Problem? Loss of control is the leading cause of fatalities in the worldwide commercial jet fleet In early 2010, the NTSB recommended: training centers develop and conduct training that incorporates stalls that are fully developed and unexpected simulation model fidelity requirements to support an expanded set of stall recovery training requirements be defined and codified 6

What is the Problem? Industry Aircraft Upset Recovery Training Aid (1998) Provides academic training Swept-wing jets 100+ passengers Non-regulated Perhaps too large to absorb and recall at time of need 7

FAA: Today s Upset Training Requirements Requires recoveries in the simulator from approach-to-stalls in the clean, takeoff, and landing configurations European Aviation Safety Agency Used to demonstrate ability to recover from full stall, although now it is typically a briefing Transport Canada Upset training is required for airline operations 8

icatee ICATEE International Committee for Aviation Training in Extended Envelopes International Committee for Aviation Training in Extended Envelopes Formed in 2009 by Flight Simulation Group of the Royal Aeronautical Society AIM: Upset Prevention and Recovery MISSION: To deliver a complete and comprehensive long-term strategy to eliminate or reduce the rate of Loss of Control In-Flight accidents and incidents through enhanced Upset Prevention and Recovery Training (UPRT) Flight Simulation Group - Royal Aeronautical Society London, UK 9

Deliverables (internal) ICATEE International Committee for Aviation Training in Extended Envelopes Steering Committee S. S. Advani, Advani, P. P. Tharp, Tharp, G. G. Woolley Woolley Training & Regulations Stream Stream B. B. Burks Burks Research & Technology Stream Stream J. J. Schroeder Training Core Sub-Group Training Core Sub-Group Modelling Sub-Group Modelling Sub-Group Training Matrix Sub-Group Training Matrix Sub-Group Surprise Research Sub-Group Surprise Research Sub-Group Regulatory Regulatory Sub-Group Sub-Group Flight Simulation Group - Royal Aeronautical Society London, UK 10

Participants ICATEE International Committee for Aviation Training in Extended Envelopes Transport Canada FAA Embry-Riddle Airbus NASA Boeing IDT ALPA KLM AIAA MSTC DLR Boeing Flight Training ETC UTIAS SOS Bihrle APS Emergency Maneuver Training Opinicus CAA ATA CALSPAN IFALPA FlightSafety BBGA CAE NLR NTSB FedEx TNO Volpe Flight Simulation Group - Royal Aeronautical Society London, UK 11

Deliverables (external)* ICATEE International Committee for Aviation Training in Extended Envelopes Master Document Recommended training practices: What to to train How to to train Whom to to train How often to to train Training & Regulations Upset Prevention (Awareness, Avoidance/Recognition, Recovery) Manuals: Operator Instructor Research & Technology Adaptations to to FSTD standards (e.g. ICAO 9625) to to enhance qualification for for UPRT in in FSTD s Regulatory recommendations: Approved Training Program Professional Pilot Licensing & Certification Qualification at at appropriate licensing levels Instructor qualification Guideline for for the the use use of of alternative training devices *subject to advice from ICAO Flight Simulation Group - Royal Aeronautical Society London, UK 12

Training Needs Levels of mitigation Awareness Recognition and avoidance Recovery Hazards Training criteria Training media Frequency of training Training matrix and challenges 13

Simulator vs aircraft as training medium Training medium Aircraft Advantage Disadvantage or currently missing available surmountable insurmountable continuous increased and decreased g-loads for awareness realistic startle factors, fear/threat, aerodynamics α-management knowledge transferability - trainer aircraft to target environment risk exposure from aircraftbased training dissimilarity with target environment cost to train several thousand pilots (initial & recurrent) FFS type-specific environment repeatable, measurable, safe procedures model limitations less startle than aircraft motion cueing (improvement) lack of feedback on airplane envelope limits identical g-cueing identical stress, fear, startle expectations of trainee 14

Simulator vs aircraft as training medium Training medium Aircraft Advantage Disadvantage or currently missing available surmountable insurmountable continuous increased and decreased g-loads for awareness realistic startle factors, fear/threat, aerodynamics α-management Technology gaps knowledge transferability - trainer aircraft to target environment risk exposure from aircraftbased training dissimilarity with target environment cost to train several thousand pilots (initial & recurrent) FFS type-specific environment repeatable, measurable, safe procedures model limitations less startle than aircraft motion cueing (improvement) lack of feedback on airplane envelope limits identical g-cueing identical stress, fear, startle expectations of trainee 15

Gaps and Improvements Need to do better to achieve startle in simulation Some operators achieving this in clever ways Create immersion by making simulator training environment more like airplane (e.g., wear uniforms, more realistic air traffic communication) Increase workload by having instructor add distractions Invoke a startling situation (e.g., wake upset) at the will of the instructor after distraction accomplished 16

Gaps and Improvements Reduction in lateral stability and control effectiveness typically not modeled adequately Although some simulations account for these effects Flight data past approach-to-stall often not part of the data package used to build simulator model Sometimes data in this region exists, but is not comprehensive Instead, extrapolated values used, which too often give pilots a false sense of security in recoveries (i.e., simulated aircraft is more stable and is more easily controlled than the aircraft) Neither pilots nor instructors are informed when they are operating in the extrapolated region To train confidently in the post approach-to-stall region, the above deficiencies need improvement 17

Modelling Gaps 18

Modelling Gaps courtesy Bihrle Applied Research 19

Gaps and Improvements Need: Vibration indicative of stall buffet, degradations in pitch/roll control, show difficulty in arresting descent Motion cues need improvement, primarily vertical axis Important: Define and avoid negative cueing Vertical accelerations in simulator are often on the order of 10% that experienced in the aircraft Usually no feedback to the pilot or instructor as to how many g s were pulled in the last maneuver Instances of when excessive control might have compromised aircraft structural integrity not fed back to the pilot or instructor 20

Possible Tools for Upset Prevention & Recovery Training ICATEE International Committee for Aviation Training in Extended Envelopes Maximum use of existing infrastructure Specialized devices to support our internal research goals Aerobatic-capable aircraft for basic-level training Modern tools for academics training: content is the key, not necessarily the tools themselves Flight Simulation Group - Royal Aeronautical Society London, UK 21

Pros and Cons of Possible Training Solutions Status quo Pros: changes may result in unknown and unintended consequences Cons: If we know we can do better, we should endeavor to do so Mandate use of Upset Recovery Training Aid Pros: Tests show simulators can be used to improve recovery from upsets Cons: May go outside simulator envelope. Also, lack of consensus on proper technique for envelope-protected aircraft 22

Pros and Cons of Possible Training Solutions Extend envelope in today s simulators Pros: Know how to make representative improvements, and in some cases flight data exist to check Cons: The benefit/cost ratio may not support this approach, especially if near foolproof recognition and avoidance can be achieved Mandate upset recovery training in aircraft Pros: There s nothing like the real thing, and studies support this fact Cons: Infrastructure does not exist to allow it now, and benefit/cost ratio may not support this approach 23

Pros and Cons of Possible Training Solutions Embrace scenario-based training for upset recovery Pros: Invokes some surprise instead of using today s scripted approach Cons: Concerns about evaluating pilots on these events, as simulator may not be representative and probability of seeing such an in-flight scenario may be remote Cost-effective combination of previous solutions Pros: Graduated approach is more comprehensive and allows strengths to be emphasized and weaknesses to be de-emphasized Cons: Would prefer one way to skin a cat for simplicity instead of multiple ways 24

UPRT is not only a simulator problem Regulatory: When in a career should UPRT occur? Instructional: How do we enhance the instructor s role? CRM: Encourage teamwork in upset prevention and recovery 25

FAA Deliverables ICATEE has delivered to the FAA/Industry Stall/Stick-Pusher Working Group: Recommendations on how to implement startle in simulation during UPRT Recommendations on how to provide feedback via Instructor Operator Station on effective UPRT 26

Summary Today s simulators are inadequate to meet NTSB recommendations for upset training Improvements in awareness, recognition & avoidance, recovery warranted Simulator improvements needed in the following areas: startle factor lateral/directional characteristics in the stall regime motion cueing ICATEE is prioritizing recommendations from a mix of possible solutions Will propose recommendations through RAeS to FAA and ICAO 27