Aviation History, Part I
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The history of aviation has extended over more than two thousand years, from the earliest forms of aviation, kites, and attempts at tower jumping, to supersonic, and hypersonic flight by powered, heavier-than-air jets.
Kite flying in China dates back to several hundred years BC and slowly spread around the world. It is thought to be the earliest example of man-made flight.
Leonardo da Vinci’s 15th-century dream of flight found expression in several rational but unscientific designs, though he did not attempt to construct any of them.
The discovery of hydrogen gas in the 18th century led to the invention of the hydrogen balloon, at almost exactly the same time that the Montgolfier brothers rediscovered the hot-air balloon and began manned flights. Various theories in mechanics by physicists during the same period of time, notably fluid dynamics and Newton’s laws of motion, led to the foundation of modern aerodynamics, most notably by Sir George Cayley.
Balloons, both free-flying and tethered, began to be used for military purposes from the end of the 18th century, with the French government establishing Balloon Companies during the Revolution.
The term aviation, noun of action from stem of Latin avis “bird” with suffix-ation meaning action or progress, was coined in 1863 by French pioneer Guillaume Joseph Gabriel de La Landelle (1812–1886) in “Aviation ou Navigation aérienne sans balloons”.
Experiments with gliders provided the groundwork for heavier-than-air craft, and by the early-20th century, advances in engine technology and aerodynamics made controlled, powered flight possible for the first time. The modern airplane with its characteristic tail was established by 1909 and from then on the history of the airplane became tied to the development of more and more powerful engines.
The first great ships of the air were the rigid dirigible balloons pioneered by Ferdinand von Zeppelin, which soon became synonymous with airships and dominated long-distance flight until the 1930s when large flying boats became popular. After World War II, the flying boats were in their turn replaced by land planes, and the new and immensely powerful jet engine revolutionized both air travel and military aviation.
In the latter part of the 20th century, the advent of digital electronics produced great advances in flight instrumentation and “fly-by-wire” systems. The 21st century saw the large-scale use of pilotless drones for military, civilian and leisure use. With digital controls, inherently unstable aircraft such as flying wings became possible.
The origin of mankind’s desire to fly is lost in the distant past. From the earliest legends, there have been stories of men strapping birdlike wings, stiffened cloaks or other devices to themselves and attempting to fly, typically by jumping off a tower. The Greek legend of Daedalus and Icarus is one of the earliest known, others originated from India, China, and the European Middle Age. During this early period, the issues of life, stability, and control were not understood, and most attempts ended in serious injury or death.
In medieval Europe, the earliest recorded tower jump dates from 852 AD, when Armen Firman, also known as Abbas Ibn Firnas (810–887 A.D.), made a jump in Cordoba, Spain, reportedly covering his body with vulture feathers and attaching two wings to his arms. Eilmer of Malmesbury soon followed and many others have continued to do so over the centuries. As late as 1811, Albrecht Berblinger constructed an ornithopter and jumped into the Danube at Ulm.
The kite may have been the first form of man-made aircraft. It was invented in China possibly as far back as the 5th century BC by Mozi (Mo Di) and Lu Ban (Gongshu Ban). Later designs often emulated flying insects, birds, and other beasts, both real and mythical. Some were fitted with strings and whistles to make musical sounds while flying. Ancient and medieval Chinese sources describe kites being used to measure distances, test the wind, lift men, signal, and communicate and send messages.
Kites spread from China around the world. After its introduction into India, the kite further evolved into the fighter kite, where an abrasive line is used to cut down other kites.
Man-carrying kites are believed to have been used extensively in ancient China, for both civil and military purposes and sometimes enforced as a punishment. An early recorded flight was that of the prisoner Yuan Huangtou, a Chinese prince, in the 6th Century AD. Stories of man-carrying kites also occur in Japan, following the introduction of the kite from China around the seventh century AD. It is said that at one time there was a Japanese law against man-carrying kites.
The use of a rotor for vertical flight has existed since 400 BC in the form of the bamboo-copter, an ancient Chinese toy. The similar “moulinet à noix” (rotor on a nut) appeared in Europe in the 14th century AD.
Hot air balloons
From ancient times the Chinese have understood that hot air rises and have applied the principle to a type of small hot air balloon called a sky lantern. A sky lantern consists of a paper balloon under or just inside which a small lamp is placed. Sky lanterns are traditionally launched for pleasure and during festivals. According to Joseph Needham, such lanterns were known in China from the 3rd century BC. Their military use is attributed to the general Zhuge Liang (180–234 AD, honorific title Kongming), who is said to have used them to scare the enemy troops.
There is evidence that the Chinese also “solved the problem of aerial navigation” using balloons, hundreds of years before the 18th century.
Eventually, some investigators began to discover and define some of the basics of rational aircraft design. Most notable of these was Leonardo da Vinci, although his work remained unknown until 1797, and so had no influence on developments over the next three hundred years. While his designs were at least rational, they were not based on particularly good science.
Leonardo studied bird flight, analyzing it and anticipating many principles of aerodynamics. He did at least understand that “An object offers as much resistance to the air as the air does to the object.” Newton would not publish the Third law of motion until 1687.
From the last years of the 15th century on he wrote about and sketched many designs for flying machines and mechanisms, including ornithopters, fixed-wing gliders, rotorcraft, and parachutes. His early designs were man-powered types including ornithopters and rotorcraft, however, he came to realize the impracticality of this and later turned to controlled gliding flight, also sketching some designs powered by a spring.
In 1670 Francesco Lana de Terzi published a work that suggested lighter than air flight would be possible by using copper foil spheres that, containing a vacuum, would be lighter than the displaced air to lift an airship. While theoretically sound, his design was not feasible: the pressure of the surrounding air would crush the spheres. The idea of using a vacuum to produce lift is now known as vacuum airship but remains unfeasible with any current materials.
In 1709 Bartolomeu de Gusmão presented a petition to King John V of Portugal, begging for support for his invention of an airship, in which he expressed the greatest confidence. The public test of the machine, which was set for June 24, 1709, did not take place. According to contemporary reports, however, Gusmão appears to have made several less ambitious experiments with this machine, descending from eminences. It is certain that Gusmão was working on this principle at the public exhibition he gave before the Court on August 8, 1709, in the hall of the Casa da Índia in Lisbon, when he propelled a ball to the roof by combustion.
Balloons
1783 was a watershed year for ballooning and aviation, between June 4 and December 1 five aviation firsts were achieved in France:
On 4 June, the Montgolfier brothers demonstrated their unmanned hot air balloon at Annonay, France.
On 27 August, Jacques Charles and the Robert brothers (Les Freres Robert) launched the world’s first unmanned hydrogen-filled balloon, from the Champ de Mars, Paris.
On 19 October, the Montgolfiers launched the first manned flight, a tethered balloon with humans on board, at the Folie Titon in Paris. The aviators were the scientist Jean-François Pilâtre de Rozier, the manufacture manager Jean-Baptiste Réveillon, and Giroud de Villette.
On 21 November, the Montgolfiers launched the first free flight with human passengers. King Louis XVI had originally decreed that condemned criminals would be the first pilots, but Jean-François Pilâtre de Rozier, along with the Marquis François d’Arlandes, successfully petitioned for the honor. They drifted 8 km (5.0 mi) in a balloon powered by a wood fire.
On 1 December, Jacques Charles and the Nicolas-Louis Robert launched their manned hydrogen balloon from the Jardin des Tuileries in Paris, as a crowd of 400,000 witnessed. They ascended to a height of about 1,800 feet (550 m) and landed at sunset in Nesles-la-Vallée after a flight of 2 hours and 5 minutes, covering 36 km. After Robert alighted Charles decided to ascend alone. This time he ascended rapidly to an altitude of about 9,800 feet (3,000 m), where he saw the sun again, suffered extreme pain in his ears, and never flew again.
Ballooning became a major “rage” in Europe in the late 18th century, providing the first detailed understanding of the relationship between altitude and the atmosphere.
Non-steerable balloons were employed during the American Civil War by the Union Army Balloon Corps. The young Ferdinand von Zeppelin first flew as a balloon passenger with the Union Army of the Potomac in 1863.
In the early 1900s ballooning was a popular sport in Britain. These privately owned balloons usually used coal gas as the lifting gas. This has half the lifting power of hydrogen so the balloons had to be larger, however coal gas was far more readily available and the local gas works sometimes provided a special lightweight formula for ballooning events.
The history of ballooning, both with hot air and gas, spans many centuries. It includes many firsts, including the first human flight, first flight across the English Channel, first flight in North America, and first aircraft related disaster.
Unmanned hot air balloons are popular in Chinese history. Zhuge Liang of the Shu Han kingdom, in the Three Kingdoms era (c. AD 220-280) used airborne lanterns for military signaling. These lanterns are known as Kongming lanterns (To).
It has been demonstrated that manned hot air balloons can be built using ancient materials. While there is no direct documentary or archaeological evidence that any manned or unmanned flights prior to those discussed below occurred using these methods, Ege notes an indirect report of evidence that the Chinese “solved the problem of aerial navigation” using balloons, hundreds of years before the 18th century. The Mongolian army studied Kongming lanterns from China and used them in the Battle of Legnica during the Mongol invasion of Poland. This is the first time ballooning was known in the western world.
The first documented balloon flight in Europe was by the Brazilian-Portuguese priest Bartolomeu de Gusmão. On August 8, 1709, in Lisbon, Bartolomeu de Gusmão managed to lift a small balloon made of paper full of hot air about four meters in front of king John V and the Portuguese court. According to the Portuguese speaking community, this was the “earliest recorded model balloon flight”.
Following Robert Boyle’s Boyle’s Law which had been published in 1662, and Henry Cavendish’s 1766 work on hydrogen, Joseph Black proposed that if the gaseous element filled a balloon, the inflated object could rise up into the air. Jacques Charles, whose study of gases led to his namesake law of volumes, had studied the works of Cavendish, Black, and Tiberius Cavallo, and also thought that hydrogen could lift a balloon.
Jacques Charles designed the balloon, and the Robert brothers constructed a lightweight, airtight gas bag. Barthélémy Faujas de Saint-Fond organized a crowd-funded subscription to finance the brothers’ project. The Roberts dissolved rubber in a solution of turpentine, with which they varnished stitched-together sheets of silk, to make the main envelope. They used alternating strips of red and white silk, but the rubberising varnish yellowed the white silk.
Jacques Charles and the Robert brothers began filling the world’s first hydrogen balloon on the 23rd of August 1783, in the Place des Victoires, Paris. The balloon was comparatively small, a 35 cubic meter sphere of rubberised silk (about 13 feet in diameter), and only capable of lifting about 9 kg. It was filled with hydrogen that had been made by pouring nearly a quarter of a tonne of sulphuric acid onto half a tonne of scrap iron. The hydrogen gas was fed into the envelope via lead pipes; as it was not passed through cold water, the gas was hot when produced, and then contracted as it cooled in the balloon, causing great difficulty in filling the balloon completely. Daily progress bulletins were issued on the inflation, attracting a crowd that became so great, that on the 26th the balloon was moved secretly by night to the Champ de Mars (now the site of the Eiffel Tower), a distance of 4 kilometers. On August 27, 1783, the balloon was released; Benjamin Franklin was among the crowd of onlookers.
The balloon flew northwards for 45 minutes, pursued by chasers on horseback, and landed 21 kilometers away in the village of Gonesse where the reportedly terrified local peasants attacked it with pitchforks and knives and destroyed it.
First unmanned flight
On 19 September 1783, the Montgolfier brothers’ balloon Aerostat Réveillon was flown with the first (non-human) living creatures in a basket attached to the balloon: a sheep called Montauciel (“Climb-to-the-sky”), a duck and a rooster. The sheep was believed to have a reasonable approximation of human physiology. The duck was expected to be unharmed by being lifted aloft. It was included as a control for effects created by the aircraft rather than the altitude. The rooster was included as a further control as it was a bird that did not fly at high altitudes. This demonstration was performed before a crowd at the royal palace in Versailles, before King Louis XVI of France and Queen Marie Antoinette. The flight lasted approximately eight minutes, covered two miles (3 km), and obtained an altitude of about 1,500 feet (460 m). The craft landed safely after flying.
First manned flight
The first clearly recorded instance of a balloon carrying (human) passengers used hot air to generate buoyancy and was built by the brothers Joseph-Michel and Jacques-Etienne Montgolfier in Annonay, France. These brothers came from a family of paper manufacturers and had noticed ash rising in paper fires. The Montgolfier brothers gave their first public demonstration of their invention on June 4, 1783. After experimenting with unmanned balloons and flights with animals, the first tethered balloon flight with humans on board took place on October 19, 1783, with the scientist Jean-François Pilâtre de Rozier, the manufacture manager, Jean-Baptiste Réveillon and Giroud de Villette, at the Folie Titon in Paris.
The first untethered, free flight with human passengers was on 21 November 1783. King Louis XVI had originally decreed that condemned criminals would be the first pilots, but de Rozier, along with the Marquis François d’Arlandes, successfully petitioned for the honor. For this occasion the diameter of the balloon rose to almost 50 feet with a smoky fire slung under the neck of the balloon placed in an iron basket, it was controllable and replenishable by the balloonists. In 25 minutes the two men traveled just over five miles. Enough fuel remained on board at the end of the flight to have allowed the balloon to fly four to five times as far, but burning embers from the fire threatened to engulf the balloon and the men decided to land as soon as they were over open countryside.
The pioneering work of the Montgolfier brothers in developing the hot air balloon was recognized by this type of balloon being named Montgolfière after them.
First manned hydrogen balloon flight
Only a few days later, at 13:45 on December 1, 1783, professor Jacques Charles and the Robert brothers (Les Frères Robert) launched a new, manned hydrogen balloon from the Jardin des Tuileries in Paris, amid vast crowds and excitement. The balloon was held on ropes and led to its final launch place by four of the leading noblemen in France, the Marechal de Richelieu, Marshal de Biron, the Bailli de Suffren, and the Duke of Chaulnes. Jacques Charles was accompanied by Nicolas-Louis Robert as co-pilot of the 380-cubic-metre, hydrogen-filled balloon. The envelope was fitted with a hydrogen release valve and was covered with a net from which the basket was suspended. Sand ballast was used to control altitude. They ascended to a height of about 1,800 feet (550 m) and landed at sunset in Nesles-la-Vallée after a flight of 2 hours and 5 minutes, covering 36 km. The chasers on horseback, who were led by the Duc de Chartres, held down the craft while both Charles and Robert alighted.
Charles then decided to ascend again, but alone this time because the balloon had lost some of its hydrogen. This time he ascended rapidly to an altitude of about 3,000 metres, where he saw the sun again. He began suffering from aching pain in his ears so he ‘valved’ to release gas and descended to land gently about 3 km away at Tour du Lay. Unlike the Robert brothers, Charles never flew again, although a balloon using hydrogen for its lift came to be called a Charlière in his honor.
Charles and Robert carried a barometer and a thermometer to measure the pressure and the temperature of the air, making this not only the first manned hydrogen balloon flight but also the first balloon flight to provide meteorological measurements of the atmosphere above the Earth’s surface.
It is reported that 400,000 spectators witnessed the launch and that hundreds had paid one crown each to help finance the construction and receive access to a ‘special enclosure’ for a “close-up view” of the take-off. Among the ‘special enclosure’ crowd was Benjamin Franklin, the diplomatic representative of the United States of America. Also present was Joseph Montgolfier, whom Charles honored by asking him to release the small, bright green, pilot balloon to assess the wind and weather conditions.
The next great challenge was to fly across the English Channel, a feat accomplished on January 7, 1785, by Jean-Pierre Blanchard.
The first aircraft disaster occurred in May 1785 when the town of Tullamore, County Offaly, Ireland was seriously damaged when the crash of a balloon resulted in a fire that burned down about 100 houses, making the town home to the world’s first aviation disaster. To this day, the town shield depicts a phoenix rising from the ashes.
Blanchard went on to make the first manned flight of a balloon in America on January 10, 1793. His hydrogen-filled balloon took off from a prison yard in Philadelphia, Pennsylvania. The flight reached 5,800 feet (1,770 m) and landed in Gloucester County, New Jersey. President George Washington was among the guests observing the takeoff.
Gas balloons became the most common type from the 1790s until the 1960s.
Balloonists sought a means to control the balloon’s direction. The first steerable balloon (also known as a dirigible) was flown by Henri Giffard in 1852. Powered by a steam engine, it was too slow to be effective. Like heavier than air flight, the internal combustion engine made dirigibles—especially blimps—practical, starting in the late 19th century. In 1872 Paul Haenlein flew the first (tethered) internal combustion motor-powered balloon. The first to fly in an untethered airship powered by an internal combustion engine was Alberto Santos Dumont in 1898.
On 3 July 2002, Steve Fossett became the first person to fly around the world alone, nonstop, in any kind of aircraft, by hot air balloon. He launched the balloon Spirit of Freedom from Northam, Western Australia on 19 June 2002 and returned to Australia on 3 July 2002, subsequently landing in Queensland. Duration and distance of this solo balloon flight were 13 days, 8 hours, 33 minutes (14 days 19 hours 50 minutes to landing), 20,626.48 statute miles (33,195.10 km). The trip set a number of records for ballooning: Fastest (200 miles per hour (320 km/h), breaking his own previous record of 166 miles per hour (270 km/h)), Fastest Around the World (13.5 days), Longest Distance Flown Solo in a Balloon (20,482.26 miles (32,963.00 km)), and 24-Hour Balloon Distance (3,186.80 miles (5,128.66 km) on July 1).
The first manned balloon flight in The British Isles was by James Tytler on August 27, 1784. Tytler flew his balloon from Abbeyhill to Restalrig, then suburbs of Edinburgh. He flew for ten minutes at a height of 350 feet.
The first manned balloon flight in England was by Signor Vincent Lunardi who ascended from Moorfields (London) on 15 September 1784.
Jean-Pierre Blanchard and Jeffries flew from Dover to Calais in 1785.
In the same year, a Mr. Arnold went up from St Georges Fields (London) but came down in the River Thames, and a Major John Money (1752–1817) took off from Norwich, in an attempt to raise money for the Norfolk and Norwich Hospital. He passed over Lowestoft at 6 pm and came down about 18 miles (29 km) into the North Sea and was saved by a revenue cutter about five hours later.
The first ascent in Ireland was from Ranelagh Gardens in Dublin in 1785 by Richard Crosbie.
James Sadler made many flights in England, but on 9 October 1812 he came down in the sea and was rescued near Holyhead. His son, Windham Sadler was killed when he fell from a balloon in 1825. Lieutenant Harris was killed falling from a balloon on 25 May 1824.
Charles Green and others made a number of ascents in London between 1821 and 1852. His first ascent was on July 19, 1821. He claimed that in May 1828 he actually took his horse up with him but this was disputed, and the public had to wait until July 1850 when he lifted off from Vauxhall Gardens with a somewhat diminutive pony as his “steed”. Further attempts were made in France until Madame Poitevin took off from Cremorne Gardens in London, August 1852, as “Europa on a Bull” (the bull dressed as rather a nervous “Zeus”) but this led to a charge of cruelty to animals, a police case, a diplomatic dilemma and general public outrage after which no animals were used.
In 1836, the “Royal Vauxhall” balloon which was used as a pleasure balloon in Vauxhall Gardens was used by Charles Green with two crew and after 18 hours came down safely at Weilburg in the German Duchy of Nassau, setting a record unbeaten until 1907.
Robert Cocking, an artist, devised a parachute based upon Garnerin’s prototype (in which he had great faith) and ascended in a balloon from Vauxhall (London) on 24 July 1837 to about 1500m. The parachute failed to open properly and Cocking was killed.
Military use
The first military use of aircraft in Europe took place during the French Revolutionary Wars when the French used a tethered hydrogen balloon to observe the movements of the Austrian army during the Battle of Fleurus (1794).
In 1811 Franz Leppich went to Napoleon and claimed that he could build a hydrogen balloon that would enable the French to attack from the air. Napoleon then ordered that he be removed from French Territory. In 1812 the secret service from Russia got Leppich Passports with the name Schmidt and then he and a secret undercover person went to Moscow to Count Rostopchin. Near Moscow, a “Werft” was set up and with about 50 other German-speaking mechanics, and he started to build “air bouts”. When the balloon was finally tried out, they worked but were unable to move against the wind. Leppich did final work after the burning of Moscow, on this about a year longer near St. Petersburg and then he left for Germany again. There he worked on the subject up to 1817. In 1818 he received a patent in his and his brothers’ name in Vienna for making nails with a punch.
In Tolstoy’s novel, “War and Peace”, Count Pyótr Kiríllovich Bezúkhov (Pierre) makes an excursion to see this balloon though he does not see it. Tolstoy also includes a letter from the sovereign Emperor Alexander I to Count Rostopchin concerning the balloon.
French Emperor Napoleon III employed a corps of observation balloons, led by Eugène Godard, for aerial reconnaissance over battlefields both in a Franco-Austrian war of 1859 and in 1870 during the Franco-Prussian War and the Siege of Paris.
Hot air balloons were employed during the American Civil War. The military balloons used by the Union Army Balloon Corps under the command of Prof. Thaddeus S. C. Lowe were limp silk envelopes inflated with coal gas (town gas) or hydrogen.
During World War II, a large number of barrage balloons were inflated over the city of London in an effort to obstruct Luftwaffe air attacks during the Battle of Britain. Whatever their effectiveness, they were a cheap defense but did not stop heavy damage inflicted on Londoners during the Blitz, probably because the Heinkel He 111 bombers flew too high. Nonetheless, some 231 V-1 flying bombs were destroyed.
In the early and mid-20th century, hydrogen balloons were used extensively in upper-atmosphere research in such projects as Osoaviakhim-1, the Stratobowl launches, Project Manhigh, and Project Strato-Lab. A series of ascensions set a number of high-altitude records before space flight eclipsed ballooning as an endeavor. When governments lost interest in manned balloons, private citizens continued to strive to set records, especially for long distances and to achieve “first” marks (such as Double Eagle II (first to cross the Atlantic Ocean) and Breitling Orbiter 3 (first to circumnavigate the world).
Although manned high-altitude balloon ascensions are still undertaken, they are more likely to be the work of adventurers than researchers.
Modern hot air balloons, with a more sophisticated onboard heat source than the Montgolfier brothers’ basket of hot coals, were pioneered by Ed Yost beginning in the 1950s which resulted in his first successful flight on October 22, 1960. The first modern day hot air balloon to be built in the United Kingdom (UK) was the Bristol Belle in 1967. Today, hot air balloons are used primarily for recreation, and there are some 7,500 hot air balloons operating in the United States.
The first tethered balloon in modern times was made in France at Chantilly Castle in 1994 by Aérophile SA.
Notable accidents
November 1975 Pilot Terry McCormack and passenger Tony Hayes were killed near Wagga Wagga, NSW as the balloon ‘The New Endeavour’ was struck by a whirlwind causing the envelope to collapse.
See also: 1989 Alice Springs hot air balloon crash, 2012 Carterton hot air balloon crash, 2012 Ljubljana Marshes hot air balloon crash, 2013 Luxor hot air balloon crash, and List of ballooning accidents
On 13 August 1989, two hot air balloons collided near Alice Springs, Northern Territory in Australia. One balloon crashed to the ground killing 13 people.
On 12 September 1995, three gas balloons participating in the Gordon Bennett Cup entered Belarusian air space. Despite the fact that competition organizers had informed the Belarusian Government about the race in May and that flight plans had been filed, a Mil Mi-24B attack helicopter of the Belarusian Air Force shot down one balloon, killing two American citizens, Alan Fraenckel and John Stuart-Jervis. Another of the balloons was forced to land while the third landed safely over two hours after the initial downing. The crews of the two balloons were fined for entering Belarus without a visa and released. Belarus has neither apologized nor offered compensation for the deaths.
On 11 August 2007, a hot air balloon burned & crashed in British Columbia when a fuel line became dislodged from a propane tank, killing two passengers; the Transportation Safety Board of Canada subsequently ruled that fuel tanks should have automatic shutoff valves.
On 1 January 2011, a hot air balloon crashed in Westfield, Somerset, United Kingdom, killing both people on board.
On 7 January 2012, a scenic hot air balloon flight from Carterton, New Zealand, touched a power line, caught fire, and crashed just north of the town, killing all eleven people on board.
On 23 August 2012 in Slovenia, a hot air balloon crash-landed due to a thunderstorm, killing 6 and injuring the other 26 people on board.
On 26 February 2013 the deadliest ballooning accident in history occurred when a hot air balloon exploded and crashed near Luxor, Egypt. The crash killed 19 of the 21 people on board.
On 30 July 2016, a hot air balloon carrying 16 people caught fire and crashed near Lockhart, Texas. There were no survivors.
Airships
An airship or dirigible balloon is a type of aerostat or lighter-than-air aircraft that can navigate through the air under its own power. Aerostats gain their lift from large gas bags filled with a lifting gas that is less dense than the surrounding air.
In early dirigibles, the lifting gas used was hydrogen, due to its high lifting capacity and ready availability. Helium gas has almost the same lifting capacity and is not flammable, unlike hydrogen, but is rare and relatively expensive. Significant amounts were first discovered in the United States and for a while, helium was only used for airships by the United States. Most airships built since the 1960s have used helium, though some have used hot air.
The envelope of an airship may form a single gas bag or may contain a number of internal gas-filled cells. An airship also has engines, crew, and optionally also payload accommodation, typically housed in one or more “gondolas” suspended below the envelope.
The main types of airship are non-rigid, semi-rigid, and rigid. Non-rigid airships often called “blimps”, rely on internal pressure to maintain the shape of the airship. Semi-rigid airships maintain the envelope shape by internal pressure but have some form of supporting structure, such as a fixed keel, attached to it. Rigid airships have an outer structural framework which maintains the shape and carries all structural loads, while the lifting gas is contained in one or more internal gas bags or cells. Rigid airships were first flown by Count Zeppelin and the vast majority of rigid airships built were manufactured by the firm he founded. As a result, rigid airships are called zeppelins.
Airships were the first aircraft capable of controlled powered flight and were most commonly used before the 1940s, but their use decreased over time as their capabilities were surpassed by those of airplanes. Their decline was accelerated by a series of high-profile accidents, including the 1930 crash and burning of British R101 in France, the 1933 and 1935 storm-related crashes of the twin airborne aircraft carrier U.S. Navy helium-filled rigid, the USS Akron and USS Macon respectively, and the 1937 burning of the hydrogen-filled Hindenburg. From the 1960s, helium airships have been used in applications where the ability to hover in one place for an extended period outweighs the need for speed and manoeuvrability such as advertising, tourism, camera platforms, geological surveys, and aerial observation.
During the pioneer years of aeronautics, terms such as “airship”, “air ship” and “ship of the air” meant any kind of navigable or dirigible flying machine. In 1919 Frederick Handley Page was reported as referring to “ships of the air,” with smaller passenger types as “Air yachts.” In the 1930s, large intercontinental flying boats were also sometimes referred to as “ships of the air” or “flying-ships”. Nowadays the term “airship” is used only for powered, dirigible balloons, with sub-types being classified as rigid, semi-rigid or non-rigid. Semirigid architecture is the more recent and the late appearance is caused by both advancements about deformable structures and exigency of reducing weight and volume of the airships. They have a minimal structure that ensures to keep the shape jointly with an overpressure of the gas envelope.
An aerostat is an aircraft which remain aloft using buoyancy or static lift, as opposed to the aerodyne which obtains lift by moving through the air. Airships are a type of aerostat.
The term aerostat has also been used to indicate a tethered or moored balloon as opposed to a free-floating balloon.
Airships were originally called dirigible balloons, from the French “ballon dirigeable” or shortly “dirigeable” (meaning “steerable”, from the French “diriger” – to direct, guide or steer) – the name that the inventor Henri Giffard gave to his machine that made its first flight on 24 September 1852.
A blimp is a non-rigid aerostat. In American usage, it refers specifically to a non-rigid type of dirigible balloon or airship. In British usage it refers to any non-rigid aerostat, including barrage balloons and other kite balloons, having a streamlined shape and stabilizing tail fins.
The term zeppelin is a genericized trademark which originally referred to airships manufactured by the German Zeppelin Company, which built and operated the first rigid airships in the early years of the twentieth century. The initials LZ, for Luftschiff Zeppelin (German for “Zeppelin airship”), usually prefixed their craft’s serial identifiers.
Streamlined Parsifal-shaped rigid (or semi-rigid) airships are usually referred to as “Zeppelin”, because of the fame that this company has acquired due to the number of airships it produced.
Hybrid Airships fly with a positive aerostatic contribution (usually equal to the empty weight of the system) the variable payload is sustained by propulsion or aerodynamic contribution.
Airships are classified, according to their method of construction, into rigid, semi-rigid and non-rigid types.
A rigid airship has a rigid framework covered by an outer skin or envelope. The interior contains one or more gas bags, cells or balloons to provide lift. Rigid airships are typically unpressurized and can be made to virtually any size. Most, but not all, of the German Zeppelin airships, have been of this type.
A semi-rigid airship has some kind of supporting structure but the main envelope is held in shape by the internal pressure of the lifting gas. Typically the airship has an extended, usually articulated keel running along the bottom of the envelope to stop it sinking in the middle by distributing suspension loads into the envelope, while also allowing lower envelope pressures.
Non-rigid airships are often called “Blimps”. Most, but not all, of the American Goodyear airships have been blimps.
A non-rigid airship relies entirely on the internal gas pressure to retain its shape during flight. Unlike the rigid design, the nonrigid airship’s gas envelope has no compartments. However, it typically has smaller internal bags or “ballonets” containing air. At sea level, the ballonets are filled with air. As altitude is increased, the lifting gas expands and air from the ballonets is expelled through valves to maintain the hull shape. To return to sea level, the process is reversed. Air is forced back into the ballonets by both scooping air from the engine exhaust and using auxiliary blowers.
The two main parts of an airship are its gas-containing envelope and a gondola or similar structure slung beneath and containing crew and other equipment. The engines may be mounted in the gondola or elsewhere off the envelope.
The envelope itself is the structure, including textiles that contains the buoyant gas. Internally two ballonets placed in the front part and in the rear part of the hull contains air. surrounding one or more gas-bags or ballonets within it.
The problem of the exact determination of the pressure on an airship envelope is still problematic and has fascinated major scientists such as Theodor Von Karman over history.
Fins at the rear, together with propulsion, acts as rear ailerons on aircraft. They allow of the envelope stabilize the airship, allowing it to fly straight. On some designs (in particular, not rigid) these fins are themselves part of a gas bag and gain their shape only when inflated.
A few airships have been metal-clad, with rigid and nonrigid examples made. Each kind used a thin gas-tight metal envelope, rather than the usual rubber-coated fabric envelope. Only four metal-clad ships are known to have been built, and only two actually flew: Schwarz’s first aluminum rigid airship of 1893 collapsed, while his second flew; the nonrigid ZMC-2 built for the US Navy flew from 1929 to 1941 when it was scrapped as too small for operational use on anti-submarine patrols; while the 1929 nonrigid Slate Aircraft Corporation City of Glendale collapsed on its first flight attempt. Both nonrigid ships nevertheless had strong metal monocoque envelopes which, while they maintained their shape uninflated, required an overpressure during flight.
Early airships used hydrogen as their lifting gas, which is the lightest available. Typically it was generated during the filling process, by reacting dilute sulphuric acid with metal filings. The first hydrogen balloon in 1783 used iron filings, while the British Nulli Secundus of 1907 used zinc.
Later, the USA began to use helium because it is non-flammable and has 92.7% of the buoyancy (lifting power) of hydrogen. Following a series of airship disasters in the 1930s, and especially the Hindenburg disaster where the airship burst into flames, hydrogen fell into disuse.
Thermal airships use a heated lifting gas, usually air, in a fashion similar to hot air balloons. The first to do so was flown in 1973 by the British company Cameron Balloons.
The term “gondola” is used to describe a crew car of an airship, slung beneath the center of the envelope. These may be short, for cockpit and landing gear alone, or longer to provide passenger space. Early gondolas were open structures slung beneath the envelope, while later ones were enclosed and hung directly from the internal framing. A nonrigid blimp carries all of its passengers within a gondola. Rigid airships may have further passenger or cargo space inside the envelope. The large airship Graf Zeppelin was noted for its distinctively short passenger gondola, mounted far forward so as to improve ground clearance. The majority of crew accommodation and cargo holds were placed inside the envelope.
Small airships carry their engine(s) in their gondola. Where there were multiple engines on larger airships, these were placed in separate nacelles, termed power cars or engine cars. To allow asymmetric thrust to be applied for maneuvering, these power cars were mounted towards the sides of the envelope, away from the center line gondola. This also raised them above the ground, reducing the risk of a propeller strike when landing. Widely spaced power cars were also termed wing cars, from the use of “wing” to mean being on the side of something, as in a theater, rather than the aerodynamic device. These engine cars carried a crew during flight who maintained the engines as needed, but who also worked the engine controls, throttle etc., mounted directly on the engine. Instructions were relayed to them from the pilot’s station by a telegraph system, as on a ship.
While elevators and swiveling propellers provide fine control of altitude, larger changes of height used to be controlled by either venting gas to lose altitude or dropping ballast to gain altitude. Large airships typically carried several water tanks fore and aft, allowing them to adjust longitudinal trim as well as height. Some modern designs instead pump lifting gas between the gas bags and storage cylinders.
In 1670 the Jesuit Father Francesco Lana de Terzi, sometimes referred to as the “Father of Aeronautics”, published a description of an “Aerial Ship” supported by four copper spheres from which the air was evacuated. Although the basic principle is sound, such a craft was unrealizable then and remains so to the present day, since external air pressure would cause the spheres to collapse unless their thickness was such as to make them too heavy to be buoyant. A hypothetical craft constructed using this principle is known as a Vacuum airship.
A more practical dirigible airship was described by Lieutenant Jean Baptiste Marie Meusnier in a paper entitled “Mémoire sur l’équilibre des machines aérostatiques” (Memorandum on the equilibrium of aerostatic machines) presented to the French Academy on 3 December 1783. The 16 watercolor drawings published the following year depict a 260-foot-long (79 m) streamlined envelope with internal ballonets that could be used for regulating lift: this was attached to a long carriage that could be used as a boat if the vehicle was forced to land in water. The airship was designed to be driven by three propellers and steered with a sail-like aft rudder. In 1784 Jean-Pierre Blanchard fitted a hand-powered propeller to a balloon, the first recorded means of propulsion carried aloft. In 1785 he crossed the English Channel in a balloon equipped with flapping wings for propulsion and a birdlike tail for steering.
The 19th century saw continued attempts to add methods of propulsion to balloons. The Australian Dr. William Bland sent designs for his “Atmotic Airship” to the Great Exhibition held in London in 1851, where a model was displayed. This was an elongated balloon with a steam engine driving twin propellers suspended underneath. The lift of the balloon was estimated as 5 tons and the car with the fuel as weighing 3.5 tons, giving a payload of 1.5 tons. Bland believed that the machine could be driven at 80 km/h (50 mph) and could fly from Sydney to London in less than a week.
In 1852 Henri Giffard became the first person to make an engine-powered flight when he flew 27 km (17 mi) in a steam-powered airship. Airships would develop considerably over the next two decades. In 1863 Solomon Andrews flew his aereon design, an unpowered, controllable dirigible in Perth Amboy, New Jersey and offered the device to the US Military during the Civil War.[40] He flew a later design in 1866 around New York City and as far as Oyster Bay, New York. This concept used changes in a lift to provide propulsive force and did not need a power plant. In 1872, the French naval architect Dupuy de Lome launched a large navigable balloon, which was driven by a large propeller turned by eight men. It was developed during the Franco-Prussian war and was intended as an improvement to the balloons used for communications between Paris and the countryside during the siege of Paris, but was completed only after the end of the war.
In 1872 Paul Haenlein flew an airship with an internal combustion engine running on the coal gas used to inflate the envelope, the first use of such an engine to power an aircraft. Charles F. Ritchel made a public demonstration flight in 1878 of his hand-powered one-man rigid airship and went on to build and sell five of his aircraft.
Dyer Airship 1874 Patent Drawing Page 1
In 1874 Micajah Clark Dyer filed US Patent 154,654 ‘Apparatus for Navigating the Air”. It is believed successful trial flights were made between 1872-1874, but detailed dates are not available. The apparatus used a combination of wings and paddle wheels for navigation and propulsion. “In operating the machinery the wings receive an upward and downward motion, in the manner of the wings of a bird, the outer ends yielding as they are raised, but opening out and then remaining rigid while being depressed. The wings, if desired, may be set at an angle so as to propel forward as well as to raise the machine in the air. The paddle-wheels are intended to be used for propelling the machine, in the same way that a vessel is propelled in water. An instrument answering to a rudder is attached for guiding the machine. A balloon is to be used for elevating the flying ship, after which it is to be guided and controlled at the pleasure of its occupants.” More details can be found in the book about his life.
In 1883 the first electric-powered flight was made by Gaston Tissandier, who fitted a 1.5 hp (1.1 kW) Siemens electric motor to an airship.
The first fully controllable free-flight was made in 1884 by Charles Renard and Arthur Constantin Krebs in the French Army airship La France. La France made the first flight of an airship that landed where it took off; the 170 ft (52 m) long, 66,000 cu ft (1,900 m3) airship covered 8 km (5.0 mi) in 23 minutes with the aid of an 8.5 hp (6.3 kW) electric motor, and a 435 kilograms (959 lb) battery. It made seven flights in 1884 and 1885.
In 1888 the design of the Campbell Air Ship, designed by Professor Peter C. Campbell, was submitted to aeronautic engineer Carl Edgar Myers for examination. After his approval, it was built by the Novelty Air Ship Company. It was lost at sea in 1889 while being flown by Professor Hogan during an exhibition flight.
References
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Petrescu, F.I., Petrescu, R.V., 2014b High Efficiency Gears Synthesis by Avoid the Interferences, Independent Journal of Management & Production, 5(2):275-298.
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Petrescu, F.I., Petrescu, R.V., 2014e Machine Equations to the Classical Distribution, International Review of Mechanical Engineering 8(2):309-316.
Petrescu, F.I., Petrescu, R.V., 2014f Forces of Internal Combustion Heat Engines, International Review on Modelling and Simulations 7(1):206-212.
Petrescu, F.I., Petrescu, R.V., 2014g Determination of the Yield of Internal Combustion Thermal Engines, International Review of Mechanical Engineering 8(1):62-67.
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Petrescu, F.I., Petrescu, R.V., 2013c An Algorithm for Setting the Dynamic Parameters of the Classic Distribution Mechanism, International Review on Modelling and Simulations 6(5B):1637-1641.
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Petrescu, F.I., Petrescu, R.V., 2011b Trenuri planetare, Create Space publisher, USA, December 2011, ISBN 978-1-4680-3041-9, 204 pages, Romanian version.
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Petrescu, FIT.; Calautit, JK.; 2016 About Nano Fusion and Dynamic Fusion, American Journal of Applied Sciences, 13(3):261-266.
Petrescu, R.V.V., R. Aversa, A. Apicella, F. Berto and S. Li et al., 2016a. Ecosphere protection through green energy. Am. J. Applied Sci., 13: 1027-1032. DOI: 10.3844/ajassp.2016.1027.1032
Petrescu, F.I.T., A. Apicella, R.V.V. Petrescu, S.P. Kozaitis and R.B. Bucinell et al., 2016b. Environmental protection through nuclear energy. Am. J. Applied Sci., 13: 941-946.
Petrescu, F.I., Petrescu R.V., 2017 Velocities and accelerations at the 3R robots, ENGEVISTA 19(1):202-216.
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Aversa, R., Petrescu, RV., Apicella, A., Petrescu, FIT., 2017 Under Water, OnLine Journal of Biological Sciences, 17(2): 70-87.
Aversa, R., Petrescu, RV., Apicella, A., Petrescu, Fit., 2017 Nano-Diamond Hybrid Materials for Structural Biomedical Application, American Journal of Biochemistry and Biotechnology, 13(1): 34-41.
Syed, J., Dharrab, AA., Zafa, MS., Khand, E., Aversa, R., Petrescu, RV., Apicella, A., Petrescu, FIT., 2017 Influence of Curing Light Type and Staining Medium on the Discoloring Stability of Dental Restorative Composite, American Journal of Biochemistry and Biotechnology 13(1): 42-50.
Aversa, R., Petrescu, RV., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Chen, G., Li, S., Apicella, A., Petrescu, FIT., 2017 Kinematics and Forces to a New Model Forging Manipulator, American Journal of Applied Sciences 14(1):60-80.
Aversa, R., Petrescu, RV., Apicella, A., Petrescu, FIT., Calautit, JK., Mirsayar, MM., Bucinell, R., Berto, F., Akash, B., 2017 Something about the V Engines Design, American Journal of Applied Sciences 14(1):34-52.
Aversa, R., Parcesepe, D., Petrescu, RV., Berto, F., Chen, G., Petrescu, FIT., Tamburrino, F., Apicella, A., 2017 Processability of Bulk Metallic Glasses, American Journal of Applied Sciences 14(2): 294-301.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Calautit, JK., Apicella, A., Petrescu, FIT., 2017 Yield at Thermal Engines Internal Combustion, American Journal of Engineering and Applied Sciences 10(1): 243-251.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Velocities and Accelerations at the 3R Mechatronic Systems, American Journal of Engineering and Applied Sciences 10(1): 252-263.
Berto, F., Gagani, A., Petrescu, RV., Petrescu, FIT., 2017 A Review of the Fatigue Strength of Load Carrying Shear Welded Joints, American Journal of Engineering and Applied Sciences 10(1):1-12.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Anthropomorphic Solid Structures n-R Kinematics, American Journal of Engineering and Applied Sciences 10(1): 279-291.
Aversa, R., Petrescu, RV., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Chen, G., Li, S., Apicella, A., Petrescu, FIT., 2017 Something about the Balancing of Thermal Motors, American Journal of Engineering and Applied Sciences 10(1):200-217.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Inverse Kinematics at the Anthropomorphic Robots, by a Trigonometric Method, American Journal of Engineering and Applied Sciences, 10(2): 394-411.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Calautit, JK., Apicella, A., Petrescu, FIT., 2017 Forces at Internal Combustion Engines, American Journal of Engineering and Applied Sciences, 10(2): 382-393.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Gears-Part I, American Journal of Engineering and Applied Sciences, 10(2): 457-472.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Gears-Part II, American Journal of Engineering and Applied Sciences, 10(2): 473-483.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Cam-Gears Forces, Velocities, Powers and Efficiency, American Journal of Engineering and Applied Sciences, 10(2): 491-505.
Aversa, R., Petrescu, RV., Apicella, A., Petrescu, FIT., 2017 A Dynamic Model for Gears, American Journal of Engineering and Applied Sciences, 10(2): 484-490.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Kosaitis, S., Abu-Lebdeh, T., Apicella, A., Petrescu, FIT., 2017 Dynamics of Mechanisms with Cams Illustrated in the Classical Distribution, American Journal of Engineering and Applied Sciences, 10(2): 551-567.
Petrescu, RV., Aversa, R., Akash, B., Bucinell, R., Corchado, J., Berto, F., Mirsayar, MM., Kosaitis, S., Abu-Lebdeh, T., Apicella, A., Petrescu, FIT., 2017 Testing by Non-Destructive Control, American Journal of Engineering and Applied Sciences, 10(2): 568-583.
Petrescu, RV., Aversa, R., Li, S., Mirsayar, MM., Bucinell, R., Kosaitis, S., Abu-Lebdeh, T., Apicella, A., Petrescu, FIT., 2017 Electron Dimensions, American Journal of Engineering and Applied Sciences, 10(2): 584-602.
Petrescu, RV., Aversa, R., Kozaitis, S., Apicella, A., Petrescu, FIT., 2017 Deuteron Dimensions, American Journal of Engineering and Applied Sciences, 10(3).
Petrescu RV., Aversa R., Apicella A., Petrescu FIT., 2017 Transportation Engineering, American Journal of Engineering and Applied Sciences, 10(3).
Petrescu RV., Aversa R., Kozaitis S., Apicella A., Petrescu FIT., 2017 Some Proposed Solutions to Achieve Nuclear Fusion, American Journal of Engineering and Applied Sciences, 10(3).
Petrescu RV., Aversa R., Kozaitis S., Apicella A., Petrescu FIT., 2017 Some Basic Reactions in Nuclear Fusion, American Journal of Engineering and Applied Sciences, 10(3).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Bucinell, Ronald; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017a Modern Propulsions for Aerospace-A Review, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Bucinell, Ronald; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017b Modern Propulsions for Aerospace-Part II, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Bucinell, Ronald; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017c History of Aviation-A Short Review, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Bucinell, Ronald; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017d Lockheed Martin-A Short Review, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017e Our Universe, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, Relly Victoria; Aversa, Raffaella; Akash, Bilal; Corchado, Juan; Berto, Filippo; Mirsayar, MirMilad; Apicella, Antonio; Petrescu, Florian Ion Tiberiu; 2017f What is a UFO?, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, RV., Aversa, R., Akash, B., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 About Bell Helicopter FCX-001 Concept Aircraft-A Short Review, Journal of Aircraft and Spacecraft Technology, 1(1).
Petrescu, RV., Aversa, R., Akash, B., Corchado, J., Berto, F., Mirsayar, MM., Apicella, A., Petrescu, FIT., 2017 Home at Airbus, Journal of Aircraft and Spacecraft Technology, 1(1).
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History of aviation, From Wikipedia, the free encyclopedia. Retrieved from: https://en.wikipedia.org/wiki/History_of_aviation
History of ballooning, From Wikipedia, the free encyclopedia. Retrieved from: https://en.wikipedia.org/wiki/History_of_ballooning
Airship, From Wikipedia, the free encyclopedia. Retrieved from: https://en.wikipedia.org/wiki/Airship