Optimal Pitch Scheduling
Optimal Pitch Scheduling
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All content following this page was uploaded by Robert Alan McDonald on 21 March 2021.
Robert A. McDonald∗
California Polytechnic State University, San Luis Obispo, CA, 93407
An alternate form of the propeller thrust coefficient sometimes used in the early days
of aviation was used to derive optimal propeller speed/pitch scheduling and also provide
insight into propeller/airframe matching. Although constant speed propellers behave very
differently from this optimum, their behavior is shown to be optimal for the speed-limited,
high thrust case where they usually operate. Situations where optimal pitch control pro-
vides an advantage over constant speed control are identified. The influence of propeller
size and type on aircraft performance is investigated with an aim of providing the aircraft
designer with intuitive decision making tools.
I. Introduction
he constant speed propeller has been the de facto standard for advanced propeller driven aircraft since
T its introduction in the 1930’s. Some references describe a constant speed propeller’s benefits as allowing
the propeller to operate at peak efficiency at all times; unfortunately, this perspective is more myth than
fact. The constant speed propeller’s primary benefit is that it allows the propeller to absorb more power (and
thereby produce more thrust) across a much greater range of operating conditions. This allows significant
improvement in aircraft performance for the same size propeller.
This paper is a short meander as part of an ongoing study to investigate the design and performance of
electric aircraft. In particular, the overall study has multiple aims. First, to develop modeling techniques
for electric aircraft appropriate for conceptual design. Further, to illustrate the kinds of decisions and trades
a would-be designer of an electric aircraft will face. Finally, to develop the canonical presentation of these
factors that will be most useful and will become most familiar to designers of these systems. Although this
paper is not restricted to electric aircraft in any way, it provides a necessary step along the greater path.
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0.6
0.5
0.4
90
CP
0.3 85
70
50
0.2
30
10
0.1
0
0 1 2 3
J
Figure 1. Typical propeller efficiency map. Bold line depicts approximate stall boundary.
Propeller manufacturers have provided data in this form to aircraft manufacturers to use in aircraft
design and propeller selection activities. The venerable Hamilton Standard Red Book17 is perhaps the best
known example of such a catalog. Computer programs capable of generating these maps18 have also been
developed to provide the aircraft designer with parametric propeller performance maps.
A published propeller performance map19 was used in this paper; this particular propeller was chosen
because the data was presented in tabular form rather than graphically. The chosen propeller is a 4-bladed
propeller with activity factor of 100 and integrated design lift coefficient of 0.55. The maximum rotational
speed for the propeller was set to 1900 RP M .
The published map tabulates thrust coefficient as a function of advance ratio and power coefficient.
However, the published map provides no information about the propeller pitch angle at each operating
condition. A separately published model18 relating power coefficient, advance ratio, and blade pitch at 3/4
of the radius, β3/4 , was used to provide a pitch angle reference for the blades and to simplify the variable
pitch propeller map to one suitable for use as a fixed pitch propeller as required. When representing a fixed
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0.6
0.5
45 50
0.4
40
CP 0.3 35
30
0.2 25
20
0.1 15
10
0
0 1 2 3
J
Figure 2. Propeller map depicting propeller pitch variation with the fixed pitch propeller used in this study highlighted
in bold (β3/4 = 30◦ ).
Before constant speed props were commonplace, aeronautical engineers also employed propeller coeffi-
cients different from those of Equations 2 and 3 depending on the task at hand. Though many texts of the era
discuss the alternate forms, only a few texts elucidate why an engineer would prefer one over another.20, 21
These alternate coefficients are obtained by dividing the conventional coefficients by the advance ratio raised
to some power. The advance ratio can be used to cancel out any of the three terms appearing in its definition
(V , n, or Dp ). Airspeed does not appear in the definition of the standard propeller coefficients, making it
ideal for use in situations such as the performance analysis of a known constant speed propeller where the
propeller speed and diameter are both known.
Equation 2 can be divided by J 3 and Equation 3 can be divided by J 2 resulting in the first alternate
forms of the propeller coefficients given below as Equations 5 and 6.
CP Pshaf t
CP 0 ≡ = (5)
J3 ρ V 3 Dp 2
CT T
CT 0 ≡ = (6)
J2 ρ V 2 Dp 2
The engine speed does not appear in Equations 5 and 6, making the first alternate propeller coefficients
ideal for applications where the engine speed is unknown.
Equation 2 can be divided by J 5 and Equation 3 can be divided by J 4 resulting in the second alternate
forms of the propeller coefficients given below as Equations 7 and 8.
CP Pshaf t n2
CP 00 ≡ 5
= (7)
J ρV 5
CT T n2
CT 00 ≡ = (8)
J4 ρV 4
The propeller diameter does not appear in Equations 7 and 8, making the second alternate propeller
coefficients ideal for determining the propeller size. The second alternate
p propeller power coefficient was
often further manipulated to form the ‘speed-power coefficient’, CS ≡ 5 1/CP 00 , a form without propeller
diameter and linear in velocity.
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0.6
0.5
0.4
CP
0.3
0.2
0.1
0
0 1 2 3
J
Figure 3. Propeller map depicting lines of constant CT 0 . These lines represent constant thrust at a given flight condition,
or for equilibrium flight and some minor restrictions, lines of constant drag coefficient, lift coefficient, lift to drag ratio,
and equivalent airspeed.
Manipulation of the rightmost equality of Equation 6 may continue leading to some interesting results.
First, the propeller diameter squared may be written in terms of the propeller area Dp 2 = 4 Sp /π. Substi-
tution of this relation and multiplication by Sref /Sref yields the following equality.
π T Sref
CT 0 =
4 ρ V 2 Sref Sp
This relationship may be specialized for the common cruise case of equilibrium flight where thrust equals
drag T = D, and the terms may be grouped as in Equation 9 to reveal the aircraft total drag coefficient
CD ≡ 2 D/(ρ V 2 Sref ), where Sref is the aircraft reference area.
π Sref
CT 0 = CD (9)
8 Sp
The equivalence represented in Equation 9 means that Figure 3 also depicts lines of constant drag
coefficient in equilibrium flight for a given ratio of reference area to propeller area. Aside from the requirement
that the drag coefficient correspond to equilibrium flight, Equation 9 contains no direct dependence on the
flight condition; consequently Figure 3 applies at all points across the flight envelope.
Figure 3 intrepreted in terms of the drag coefficient becomes a crucial depiction of the match between an
aircraft and its propeller. The designer may manipulate this match via the parameter Sref /Sp , representing
the relative size of the propeller to the size of the aircraft.
Ignoring the effects of altitude (Reynolds number) and compressibility (Mach number), an aircraft’s clean
drag coefficient may be thought of as a function of lift coefficient CD = f (CL ). Although the drag polar
is not invertible, since we are considering only equilibrium flight it is reasonable to restrict ourselves to
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6 of 16
0.5
0.4
CP
0.3
0.2
0.1
0
0 1 2 3
J
Figure 4. Propeller map depicting the line of optimal efficiency for a given thrust.
equality constraint to construct each point along the line. The tabulated nature of the underlying data
and the interpolation performed to form the propeller map leads to the oscillations visible in the efficiency
contours. These oscillations also resulted in a great deal of scatter in the optimal pitch points.
The approximate optimal pitch line depicted in Figure 4 was obtained by fitting a quadratic curve to
the optimal pitch points. Though there is no reason to believe the optimal power coefficient is a quadratic
function of advance ratio, this approximation is sufficient and appropriate for this study. If this curve does
differ substantially in character from the behavior of the true optimal pitch curve, the difference would occur
for very small advance ratios (say J < 0.2).
At first glance, the optimal pitch line of Figure 4 stands in stark contrast to the vertical operating line
characteristic of a constant speed propeller; it would seem that constant speed propellers are nearly as far
from optimal behavior as possible. However, the aircraft designer also faces the need to use as small a
propeller as possible and to utilize that propeller to the maximum effort possible while remaining within the
engine manufacturer’s operating limits as mentioned by Caldwell.5 These goals are achieved by turning the
propeller at high speed and near the stall boundary. In particular, maximum thrust operation will occur
near the stall boundary and at maximum allowed rotational speed.
At a given airspeed, the maximum allowable rotational speed boundary forms a vertical line on the
propeller map; any point to the left of this line is unavailable. Starting from maximum available thrust
(where the vertical speed boundary intersects the stall boundary), reducing required thrust is best achieved
by maintaining maximum speed and reducing pitch. This is exactly the behavior of a constant speed
propeller. Continued reductions in required thrust are best achieved by reducing pitch to move down the
vertical constant speed line on the propeller map until you reach the optimal pitch curve of Figure 4. At
that point, as required thrust continues to be reduced, the optimal strategy changes to one of reducing speed
and increasing pitch to follow the optimal pitch curve on the propeller map up and to the right.
From this discussion, we observe that although a constant speed propeller does not achieve optimal
efficiency at all times, it does achieve optimal behavior for high thrust requirements for rotational speed
constrained systems (the usual case); these requirements are met so long as the constant speed propeller
operates above the optimal pitch line. If a constant speed propeller is required to operate below the optimal
pitch line for a significant portion of the mission, significant gains in performance may be achieved through
use of optimal pitch scheduling instead. This is readily observed by choosing an operating point below the
optimal pitch line and following a constant thrust contour up until it intersects the optimal pitch line; the
efficiency difference between these points can be quite significant.
This discussion of optimal pitch control assumes that the objective is to minimize shaft power required
to produce a given amount of thrust at a particular flight condition. A different objective, such as low noise
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VII. Conclusions
An alternate form of the propeller thrust coefficient, CT 0 was employed to provide a means of deriving
optimal propeller speed/pitch scheduling and to provide insight into propeller/airframe matching. Although
constant speed propellers behave very differently from the optimum pitch/speed schedule, their behavior was
shown to be optimal for the speed-limited, high thrust case that is common for most aircraft. An aircraft
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References
1 Kinney, J. R., “Frank W. Caldwell and Variable-Pitch Propeller Development, 1918-1938,” Journal of Aircraft, Vol. 38,
Transactions, Vol. 40, No. 1, January 1937, pp. 28–33, Presented in White Sulfur Springs, WV, June 3, 1936.
6 Anonymous, “Constant-Speed Propeller,” Automotive Industries, Vol. 74, No. 26, June 27 1936, pp. 907–908.
7 Smith, G. G., “The Constant-Speed Airscrew An Explanation of the Principle of the Hamilton Standard, Advantages to
be Expected,” The Aircraft Engineer , Vol. 13, No. 2, August 27 1936, pp. 228a–228d, Supplement to Flight Vol. 30, No. 1444.
8 Klemin, A., “Mystery of the Constant Speed Propeller,” Scientific American, Vol. 155, November 1936, pp. 301–303.
9 Smith, D. D. F., “Correspondence, Constant-Speed Airscrews,” Flight, Vol. 30, No. 1446, September 10 1936, pp. 272.
10 McEvoy, M. A., “Correspondence, Constant-Speed Airscrews,” Flight, Vol. 30, No. 1447, September 17 1936, pp. 292.
11 Anonymous, “Correspondence, A Pilot on Constant-Speed Airscrews,” Flight, Vol. 30, No. 1452, October 22 1936, pp. 410.
12 Smith, G. G., “Private Flying, Topics of the Day – V.P. Airscrews for Us,” Flight, Vol. 30, No. 1446, September 10 1936,
pp. 275.
13 Smith, G. G., “Airscrew Development; Concluding Sections of the Paper Read Recently by Dr. H. C. Watts Before the
R.Ae.S.” The Aircraft Engineer , Vol. 12, No. 2, February 27 1936, pp. 228a–228e, Supplement to Flight Vol. 29, No. 1418.
14 Pankhurst, R. C., Conn, J. F. C., Fowler, R. G., and Love, E. M., “The Effect of Variation of Gear Ratio on the Per-
formance of a Variable-pitch Airscrew for a High-speed Aeroplane,” Tech. Rep. R&M 2039, Aeronautical Research Committee,
1941.
15 Fairhurst, L. G., “Airscrews, A Review of the Present Position and Future Outlook of Constant-speed Airscrews,” Flight,
1971.
19 Smith, C., Hirschkron, R., and Warren, R., “Propulsion System Study for Small Transport Aircraft Technology (STAT),”
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4 4
Torque (1000 ft lbf)
2 2
1 1
0 0
0 1000 2000 3000 4000 0 1000 2000 3000 4000
Speed (rpm) Speed (rpm)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
5 5
4 4
Torque (1000 ft lbf)
3 3
2 2
1 1
0 0
0 1000 2000 3000 4000 0 1000 2000 3000 4000
Speed (rpm) Speed (rpm)
(c) Small (Dp = 81 in) constant speed propeller. (d) Large (Dp = 87 in) constant speed propeller.
5 5
4 4
Torque (1000 ft lbf)
3 3
2 2
1 1
0 0
0 1000 2000 3000 4000 0 1000 2000 3000 4000
Speed (rpm) Speed (rpm)
(e) Small (Dp = 81 in) optimal pitch propeller. (f) Large (Dp = 87 in) optimal pitch propeller.
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30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
18
50
15 15
10 10
18
50
5 5
180 0
177500
1 650
1 600
1 0
180 0
0
177500
15500
1 50
15 50
16
16
14
0
0 14
0 00
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
35 35
30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
1850
5 5 1800
0
175
1700
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(c) Small (Dp = 81 in) optimal pitch propeller. (d) Large (Dp = 87 in) optimal pitch propeller.
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30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
200
10 10
40
200
0
40
5 5
60
0
0
80
60
0
0
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
35400 35
400
30 30
400 600
25 25
h (1000 ft.)
h (1000 ft.)
800
20 600 20
100
15 15 0
800
120
0
10 10
100 140
0 0
5 5 160
1200 0
1800
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(c) Small (Dp = 81 in) constant speed or optimal pitch (d) Large (Dp = 87 in) constant speed or optimal pitch
propeller. propeller.
Figure 7. Maximum effort thrust available (lbf ).
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30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
5 5
1200000
0
345000
0
1150500000
6000
00
225 0
0
80
7
3050
40
0
3
4500 900 0
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
35 35
30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
25 0
0
50 0
0
100000
75 00
23000
0
10
4 00 0
5 5
5 60
12
70 50
0
800 1500
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(c) Small (Dp = 81 in) constant speed or optimal pitch (d) Large (Dp = 87 in) constant speed or optimal pitch
propeller. propeller.
Figure 8. Rate of climb (f t/min) plotted vs. equivalent airspeed.
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30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
5 5
10
2000
00
30 0
40
500
10
15
600
50
20500
0
700
2
30500
00
80
3 0
40
450 900
0
0 0
50 100 150 200 250 50 100 150 200 250
V (kts) V (kts)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
35 35
30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
250
0
500
750
1000
20
1000
300
0
400
500
5 5
600
125
70
0
0
800
1500
0 0
50 100 150 200 250 50 100 150 200 250
V (kts) V (kts)
(c) Small (Dp = 81 in) constant speed or optimal pitch (d) Large (Dp = 87 in) constant speed or optimal pitch
propeller. propeller.
Figure 9. Rate of climb (f t/min) plotted vs. true airspeed.
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30 30
25 25
h (1000 ft.)
h (1000 ft.)
20 20
15 15
10 10
5 5
72
70
74
76
78
80
82
72
68
70
74
76
78
84
80
82
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(a) Small (Dp = 81 in) fixed pitch propeller. (b) Large (Dp = 87 in) fixed pitch propeller.
35 35
30 30
74
72
76
25 25
70
h (1000 ft.)
h (1000 ft.)
20 20
72
70
68
15 15
10 10
80
82
78
78
76
74
5 5
80
84
82
76
0 0 80
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(c) Small (Dp = 81 in) constant speed propeller. (d) Large (Dp = 87 in) constant speed propeller.
35 35
30 30
25 25
72 7068
h (1000 ft.)
h (1000 ft.)
20 20
74
70 686664
15 15
10 10
80
78
76
76
82
72
74
78 0
5 5
8
84
82
0 0
50 100 150 200 250 50 100 150 200 250
Ve (KEAS) Ve (KEAS)
(e) Small (Dp = 81 in) optimal pitch propeller. (f) Large (Dp = 87 in) optimal pitch propeller.
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