M4 — LINEARIZATION & AIRCRAFT DYNAMIC STABILITY · LECTURE 02

From Disturbance to Dynamic Modes

After an aircraft is disturbed from trim, what determines whether the motion dies out, oscillates, or diverges?

SECTION 01 · 6 MINUTES

Disturb an aircraft from trim

What are we measuring when we say the aircraft returns to trim?

The reference is a motion through space.

The gust has passed: what happens next? Picture a conventional fixed-wing aircraft in straight, wings-level reference flight. Its state and controls satisfy the trim equations for the selected operating condition. That reference aircraft is moving. We compare the disturbed aircraft with this continuing nominal motion, rather than measuring how far it is from a fixed point on the ground.

A brief gust or control pulse creates a departure in forward or vertical velocity, angle of attack, pitch rate, or attitude. These quantities can change together even if the first visible cue is nose motion. Once the gust has ended and the controls have returned to their reference values, the initial perturbation evolves according to the local aircraft dynamics. A persistent gust or continuing control change instead produces a forced response.

Subscript 0 denotes the reference condition. The time-zero departure is a different object: the perturbation state just after release. The controls may retain nonzero trim elevator and throttle values throughout the free interval; it is the control perturbation that is zero. A decaying perturbation can therefore approach the reference flight condition while the aircraft continues to translate.

u=u0+Δu,q=q0+Δq,θ=θ0+ΔθEQ-L02-01
Δxlon=[ΔuΔwΔqΔθ]TEQ-L02-02
V02-01

Disturb, release, keep flying

Aircraft reference, disturbance and free responseSide view of a conventional aircraft translating to the right along a dashed reference path. A brief gust creates departures in speed, angle of attack, pitch rate and pitch angle. At release the input ends and controls remain at reference while translation and free motion continue. Pitch angle is relative to the horizon; angle of attack is relative to air velocity.1 · Reference2 · Brief disturbance3 · Free responseMoving reference trajectorytranslationcontinuesbrief gustΔw, ΔαΔu, Δq, Δθcontrols at referencereferencedisturbanceinput endsfree response
Original AE 426 schematic · zero wind · motion exaggerated; snapshots are qualitative. The dashed path is a moving reference, not a target ground position. Δθ and Δα are different angles.

Assumptions & scope

Rigid aircraft; fixed operating point; small perturbations; fixed reference controls after release; local flat, nonrotating navigation frame. The displayed example assumes zero wind, so ground-relative and air-relative velocities coincide.

Interpretation cue

Recovery of a reference flight condition does not imply recovery of the same geographic position. Pitch attitude is measured from the horizon; angle of attack is measured from air-relative velocity.

Pause & interpret

At the release instant, name two state perturbations that can be nonzero while the perturbation controls are zero.

Read further · printed pages

Nelson §4.1 pp.131–132; §4.4 pp.147–149, especially Fig.4.10 and Eqs.4.49–4.52.

Yechout Chapter 7 introduction p.331; §7.3.2 pp.356–357 (longitudinal variable relationships).

Equation & visual provenance

EQ-L02-01–02 · AE426-INSTRUCTIONAL-SYNTHESIS; course notation standard §§6/8, Nelson Eq.4.52 p.149. Original reference/release schematic.

Section 1 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 2 →

SECTION 02 · 7 MINUTES

Static versus dynamic stability

Does an initial restoring tendency guarantee that the motion settles?

The first tendency and the complete history answer different questions.

Give the same aircraft a small upward angle-of-attack disturbance. Under the declared constraints, an initial nose-down pitching moment is a restoring tendency. Inertia can carry the motion through the reference condition, however, and the aerodynamic damping and coupled state changes determine what follows. One restoring derivative does not fix the complete set of aircraft roots.

Static stability describes this initial restoring tendency. Dynamic stability describes the time evolution of perturbations after the disturbance. A decaying oscillation approaches zero departure, a bounded neutral oscillation persists, and an unstable linear response grows. The three mathematical histories below begin with the same displacement and zero initial rate; each initially accelerates toward the reference, yet their later envelopes differ.

Asymptotic stability requires every sufficiently small initial perturbation to tend to zero. Seeing one decaying trace does not establish that whole-model property: an unstable mode may be weakly excited or absent from the measurement. Even asymptotic stability alone does not establish good flying qualities; a response can settle too slowly or demand excessive pilot attention for a particular task.

Δx(t)→0 as t→∞EQ-L02-03
V02-02

Initial tendency versus subsequent evolution

Initial restoring tendencySide-view aircraft with positive angle-of-attack departure and a clockwise nose-down moment arrow, before the later dynamics are compared.nose-down restoring momentA · Initial tendencyUpward angle-of-attack departure; constraints declaredB · Longer-time historiesThree manufactured scalar histories share x(0)=1, initial rate zero, natural frequency 2 radians per second, and common axes. All initially accelerate toward zero. The envelopes then decay, remain bounded or grow.x(t) [dimensionless]0-51.5-2.5304.52.565time t [s]
  • decaying · ζ=0.25
  • bounded neutral · ζ=0
  • divergent · ζ=−0.15
DS-C-L02-RESP · Manufactured mathematical fixtures, not measurements of one aircraft. Common linear scale: x dimensionless; t in seconds. All three start at x=1, x˙=0 and x¨=−4 s−2. Static is the initial tendency; dynamic is the subsequent evolution.

Assumptions & scope

Local, continuous-time LTI free response. Neutral means bounded homogeneous motion without decay. Imaginary-axis roots of a linearization do not alone settle the nonlinear aircraft stability question.

Interpretation cue

An initial restoring moment is compatible with poorly damped or divergent subsequent motion. Judge the complete coupled dynamics and the relevant task.

Pause & interpret

Which of the three histories approaches zero? What additional evidence would you need before declaring the entire aircraft model asymptotically stable?

Read further · printed pages

Nelson §4.1 p.132 (pilot/system interpretation); §4.2 pp.133–138, Fig.4.2 and Table4.1.

Yechout p.331 (dynamic-stability definitions); §7.2 pp.346–347, Fig.7.10.

Equation & visual provenance

EQ-L02-03 · AE426-DERIVED stability requirement. Static/dynamic teaching comparison · AE426-INSTRUCTIONAL-SYNTHESIS. Scalar response families · BOTH / CROSS-CORROBORATED.

Section 2 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 3 →

SECTION 03 · 8 MINUTES

First-order response and time constant

What does a single negative real root tell us about the rate of recovery?

An exponential removes the same fraction in each equal interval.

A predominantly roll-rate decay after a brief aileron disturbance offers an aircraft intuition for first-order motion. For now we isolate a scalar mathematical coordinate. It is not the complete aircraft model; the reduced roll approximation and its validity belong to the later lateral-directional lesson.

The balance says that the rate of change is proportional to the present departure. Substituting an exponential verifies the solution by differentiation. A negative real root produces decay, zero produces a constant departure, and a positive real root produces growth. Each individual real mode is nonoscillatory, although a sum of real modes can have a turning point.

For a stable real root, one time constant leaves 1/e, or about 36.8%, of the initial departure. The half-time instead asks when half the remaining amplitude survives. A growing real root has a doubling time and no positive stable decay time constant. The small forced-step inset shows a related but different statement: 63.2% of the final change has been completed after one time constant. Reversing the initial sign reflects the history about zero without changing any of these time scales.

x˙+ax=0EQ-L02-04
x(t)=x(0)e−at=x(0)eλt,λ=−aEQ-L02-05
τ=−1λ=1a for λ<0;x(τ)x(0)=e−1EQ-L02-06
t12=ln2|λ| for λ<0;t2=ln2λ for λ>0EQ-L02-07
V02-03

One real root, one exponential

First-order free responseStable, constant and growing real exponentials start from one. Markers identify stable time constant, stable half-amplitude time and unstable doubling time.x(t) [dimensionless]000.751.251.52.52.253.7535time t [s]half: 0.347 sτ: 0.5 sdouble: 1.386 s
  • λ=−2 s−1 · stable
  • λ=0 · neutral constant
  • λ=+0.5 s−1 · unstable
Stable step insetStable zero-initial-state unit step 1 minus exp minus 2t reaches 63.2 percent at 0.5 seconds. Free decay leaves 36.8 percent at that same time.step completion [dimensionless]000.50.2510.51.50.7521time t [s]63.2% at τ

Step inset: x˙+2x=2, x(0)=0. Free plot: x˙=λx, x(0)=1.

DS-C-L02-RESP · Manufactured mathematical fixture · linear axes. Markers belong to their explicitly labelled roots; the neutral case has no finite decay time.

Assumptions & scope

One scalar homogeneous coordinate; constant real coefficient; elapsed time in seconds. Fixture DS-C-L02-RESP: x(0)=1 dimensionless and λ=−2, 0, +0.5 s−1.

Interpretation cue

“First order” specifies an equation order. It does not establish that every measured aircraft response contains only one exponential.

Pause & interpret

For λ=−2 s−1, compare the departure remaining at 0.5 s with that remaining at the half-time. State whether you are discussing free decay or a forced step.

Read further · printed pages

Nelson §5.2 p.182, Eqs.5.3–5.5 (constrained rolling response); §4.2 pp.134–135 (exponential ansatz); §4.3 pp.145–146 (half/doubling concepts).

Yechout §7.1.1 pp.334–339, Eqs.7.7–7.11; Examples7.1–7.2 pp.335–337.

Equation & visual provenance

EQ-L02-04–07 · YECHOUT-EXPLICIT with AE426 sign notation. Initial-condition constants and manufactured forced example · AE426-DERIVED. DS-C-L02-RESP · Category C.

Section 3 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 4 →

SECTION 04 · 12 MINUTES

Second-order response

How can a restoring motion oscillate, and what changes as damping changes?

Restoring tendency, inertia and damping act together.

Return to the disturbed pitch picture. Inertia allows an overshoot even when the initial moment restores. A scalar second-order pattern is the minimum model for one oscillatory component of a coupled aircraft response. It does not assert that a free aircraft is literally a pitch spring at fixed speed.

The undamped natural frequency is the coefficient-based frequency scale of this canonical model; it equals the sinusoidal frequency when damping is zero. Damping ratio compares the rate coefficient with the critical value. The actual oscillation frequency is lower than the natural frequency for a damped pair. A forced response can also follow an imposed frequency, and a higher-order aircraft contains several natural components.

Hold both initial displacement and initial rate fixed while varying damping. Positive underdamping gives a decaying sinusoid, zero damping gives a bounded sinusoid, critical damping gives a repeated negative root, and overdamping gives two negative real roots. Negative damping is unstable: it may produce a growing sinusoid, a repeated positive root, or two positive real roots. The growing trace uses a separate scale so the stable family remains readable.

Both initial conditions determine the free-response constants. At the repeated root the solution contains a time multiplier; dividing an oscillatory formula by zero frequency is invalid. Nor does a stable nonoscillatory response have to be monotonic for every possible initial rate.

x¨+2ζωnx˙+ωn2x=0,ωn>0EQ-L02-08
s2+2ζωns+ωn2=0EQ-L02-09
λ1,2=−ζωn±ωnζ2−1EQ-L02-10
V02-04

The complete damping family

Stable and neutral damping familyActual canonical second-order free responses at natural frequency 2, initial displacement 1 and initial rate zero. Zero damping oscillates indefinitely; quarter damping decays; critical and overdamped cases have real roots.x(t) [dimensionless]0-1.12-0.554060.5581.1time t [s]
  • ζ=0
  • ζ=0.25
  • ζ=1
  • ζ=2
Negative damping growing oscillationDamping ratio minus 0.25 uses a separate vertical range to preserve readability of the stable cases.x(t) [dimensionless]0-221.5-11304.511622time t [s]
  • ζ=−0.25 · growing oscillation
Negative real-root cases: ζ=−1 and ζ=−2Negative damping need not oscillateNegative critical and overdamped fixtures use repeated-root and distinct-real-root formulas, respectively.x(t) [dimensionless]0-400.2-29.50.4-190.6-8.50.82time t [s]
  • ζ=-1 · repeated positive root
  • ζ=-2 · two positive real roots
DS-C-L02-RESP · Manufactured mathematical fixture · ωn=2 rad/s, x(0)=1, x˙(0)=0 for every trace. Linear axes; the growing panel and negative-real inset use separate labelled scales.
Corresponding roots · computed from the same canonical polynomial
ζRoots λ [s−1]Classification
-0.250.5 + j1.936 s−1 ; 0.5 − j1.936 s−1negative-damping complex
00 + j2 s−1 ; 0 − j2 s−1undamped
0.25-0.5 + j1.936 s−1 ; -0.5 − j1.936 s−1underdamped
1-2 s−1 ; -2 s−1critical
2-0.536 s−1 ; -7.464 s−1overdamped
-12 s−1 ; 2 s−1negative-damping repeated
-27.464 s−1 ; 0.536 s−1negative-damping real

Assumptions & scope

Canonical scalar model; real constant coefficients; ωn>0; no continuing input. Every V02-04 trace uses ωn=2 rad/s, x(0)=1 and x˙(0)=0.

Interpretation cue

Second order does not imply oscillation. Negative damping does not imply oscillation either; inspect the discriminant and the root signs.

Pause & interpret

Compare ζ=0.25 with ζ=2. Which trace crosses the reference repeatedly? Explain using its roots rather than its color.

Read further · printed pages

Nelson §4.2 pp.133–138, Eqs.4.1–4.27; Table4.1 p.138. The ζ=−1 repeated positive-root row is obtained by direct substitution.

Yechout §7.1.2 pp.339–343, Eqs.7.12–7.22; Examples7.3–7.6 pp.343–349.

Equation & visual provenance

EQ-L02-08–12 · BOTH / CROSS-CORROBORATED. Initial-condition algebra, negative-critical case and plots · AE426-DERIVED; DS-C-L02-RESP · Category C. Source frequency wording repaired under DS-C04.

Section 4 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 5 →

SECTION 05 · 14 MINUTES

Complex-plane roots and time response

Can we read the kind and speed of motion directly from a root location?

Horizontal position sets the envelope; vertical distance sets the oscillation.

Each root describes a natural time factor. Euler’s identity separates a complex exponential into a real exponential envelope and sine/cosine motion. A real aircraft matrix produces nonreal roots in conjugate pairs, whose contributions combine into a real state history. The shared real part determines decay or growth; the imaginary part determines the sinusoidal frequency.

Left-half-plane roots decay and right-half-plane roots diverge. A simple imaginary-axis pair produces a bounded undamped oscillation. Negative real roots produce individual nonoscillatory decays; positive real roots produce nonoscillatory growth. At the origin a scalar response stays constant. For a larger matrix, repeated axis roots require the qualification introduced in Section 6.

The root radius gives the pair natural frequency. For a stable upper-half-plane root, χ is the angle from the negative real axis and ζ=cosχ. This geometric angle is distinct from bank angle and from the initial-condition phase. Moving a pair vertically at fixed real part changes the period while leaving the envelope rate unchanged. Moving it horizontally changes the envelope even if the period stays fixed.

The fixture λ=−0.4±j1.2 s−1 has ωn=√1.6 rad/s, ζ=0.4/√1.6, period 2π/1.2 s and envelope half-time ln(2)/0.4 s. A half-time measures the envelope, not the instant at which a sign-changing state first crosses half its initial value. For a real root there is no oscillation period or isolated-pair damping ratio.

λ1,2=σ±jωd,ωd>0EQ-L02-13
ωn=σ2+ωd2,ζ=−σωnEQ-L02-14
ωd=ωn1−ζ2,T=2πωdEQ-L02-15
e(σ+jωd)t=eσt(cos(ωdt)+jsin(ωdt))EQ-L02-16
τenv=−1σ if σ<0;t12=ln2|σ|;t2=ln2σ if σ>0EQ-L02-17
V02-05

Read a root’s geometry

Complex root mapReal part -0.8 per second, imaginary parts plus and minus 2.4 radians per second. Horizontal real axis and vertical imaginary axis have equal geometric scales. Left half plane decays, right half plane grows. The axis pair is undamped when simple; the origin has no pair damping ratio.LHP · decayRHP · growthσ [s⁻¹]ωd [rad/s]-8-6-4-20246-4-224ωn radiusχζ=cosχ for the stable pairχ is not bank angle or response phasestable real −2unstable real +1Equal axis scale · ring: selected root · open: conjugate
DS-C-L02-RESP · Manufactured mathematical fixtures · equal linear axis scales. Circle: constant ωn; stable ray: constant ζ. Real-root markers have no oscillation period. The origin has no defined damping ratio.
V02-06

Root ↔ envelope ↔ waveform

Complex root mapReal part -0.4 per second, imaginary parts plus and minus 1.2 radians per second. Horizontal real axis and vertical imaginary axis have equal geometric scales. Left half plane decays, right half plane grows. The axis pair is undamped when simple; the origin has no pair damping ratio.LHP · decayRHP · growthσ [s⁻¹]ωd [rad/s]-8-6-4-20246-4-224ωn radiusχζ=cosχ for the stable pairχ is not bank angle or response phaseEqual axis scale · ring: selected root · open: conjugateLinked waveform and envelopeManufactured decaying oscillation; amplitude 1, phase 0 radians, same σ as the root map. Dashed bounds are plus/minus amplitude exp(σt) for a conjugate pair.x(t) [dimensionless]0-1.121.5-0.56304.50.5661.12time t [s]T=5.236 shalf=1.733 s
  • real waveform
  • positive envelope
  • negative envelope
DS-C-L02-RESP · Manufactured mathematical fixture · default x(t)=e−0.4tcos(1.2t), A=1, phase=0 rad. The controls below update the root point, waveform and envelope together. Each time plot reports its linear vertical range; growing responses rescale it.

I02-01 · Manufactured mathematical fixture

Pole ↔ response explorer

1 · Predict Move the root vertically at fixed σ. Does the envelope decay rate change?

3 · Manipulate the roots and initial response

Static equivalent: exact response samples

DS-C-L02-RESP · Continuous-time analytic fixture. The real-root boundary models one scalar exponential; it makes no repeated-root matrix stability claim. Controls use keyboard arrow keys. Reduced motion keeps playback paused until explicitly requested.

Assumptions & scope

Real continuous-time LTI model; nonzero modal excitation. Oscillatory metrics require ωd>0. Zero real part has no finite envelope decay or doubling time.

Interpretation cue

More negative real part and larger damping ratio are different comparisons. The envelope rate and the oscillation period are independent coordinates on this map.

Pause & interpret

Compare λa=−0.2±j1.6 and λb=−0.8±j1.6 s−1. Predict their relative periods, decay rates and natural frequencies before checking the explorer.

Read further · printed pages

Nelson §4.2 pp.137–138, Figs.4.3–4.4, Eqs.4.21–4.27; §4.3 pp.145–146 (half-time/period).

Yechout §7.1.2.3–7.1.2.4 p.342, Eqs.7.19–7.21; §7.2 pp.344–349, Figs.7.9–7.10.

Equation & visual provenance

EQ-L02-13–15/17 · BOTH / CROSS-CORROBORATED with domain synthesis; EQ-L02-16 · AE426-DERIVED. χ versus response phase corrected under DS-R06. V02-05/06 original plots; DS-C-L02-RESP · Category C.

Section 5 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 6 →

SECTION 06 · 12 MINUTES

Linearized state-space free response

Where do the aircraft’s characteristic roots come from?

A natural mode is an exponential time law attached to a state pattern.

The aircraft’s forward and vertical velocity departures, pitch rate and pitch attitude are linked. In the declared order [Δu, Δw, Δq, Δθ]ᵀ, matrix A describes the local state couplings. Matrix B describes how perturbation controls enter. The bold input vector Δuc means [Δδe, ΔδT]ᵀ here; scalar forward-speed perturbation Δu remains a state.

Free response sets the perturbation controls to zero after release. This leaves the trim elevator and throttle at their reference values and leaves the state disturbance available to evolve. The already-solved state model comes from Lecture 01; any acceleration-coupling mass matrix must have been inverted under its stated nonsingularity assumption.

Assume that a special nonzero state pattern is multiplied by one exponential. Substituting that pattern into the free equation gives A v=λv. A nonzero vector can satisfy the homogeneous equation only when A−λI is singular. The characteristic determinant supplies the candidate eigenvalues; the corresponding homogeneous equations supply their eigenvectors.

Eigenvalues determine temporal behavior, eigenvectors give the relative state pattern, and the initial condition determines how strongly the patterns are excited. The matrix exponential is the exact free-response operator, including cases without a complete eigenvector basis. A four-state model has four roots counted with multiplicity; one conjugate pair represents one real oscillatory mode.

Δxlon=[ΔuΔwΔqΔθ]TEQ-L02-02
Δx˙=AΔx+BΔucEQ-L02-18
Δuc=0⇒Δx˙=AΔxEQ-L02-19
Δx=veλt,v≠0EQ-L02-20
(A−λI)v=0EQ-L02-21
det(λI−A)=0EQ-L02-22
Δx(t)=eAtΔx(0)EQ-L02-23
V02-07

State model → eigenstructure → motion

Aircraft state order

Δxlon=[ΔuΔwΔqΔθ]T

Symbolic A couplings · no aircraft numbers
Rate rowΔuΔwΔqΔθ
Δu˙A11A12A13A14
Δw˙A21A22A23A24
Δq˙A31A32A33A34
Δθ˙A41A42A43A44
  1. State model → candidate time factorsApply the exponential ansatz Δx=veλt and solve det(λI−A)=0.
  2. Selected eigenvalue → time laweλt supplies decay/growth and oscillation.
  3. Selected eigenvector → state patternv supplies relative state amplitudes and phases.
  4. Initial state → modal coefficientsc=V−1Δx(0), when V is nonsingular.
  5. Eigenpairs + coefficients → assembled responseSum the real modal contributions.
  6. State/input/output realization → G(s)C(sI−A)⁻¹B+D is a separate zero-IC input/output view; visibility depends on B and C.

Selected-root interpretation · dimensionless mathematical inset

Selected λ=−0.5+j√15/2 s−1 and eigenvector [1,λ(1 s)]ᵀ → scaled/normalized amplitudes → phase relative to state 1.

Scaled eigenvector amplitudes and relative phasesAmplitude bars normalized by the largest scaled component; phasor arrows show phase relative to nonzero state one. Values depend on declared coordinate scaling.Normalized amplitude [0–1]Relative phase [rad]state 10.50 radstate 211.823 rad

S=diag(1,1); max-amplitude normalization; common reference is state 1. This inset uses DS-C-L02-MODE, not the symbolic aircraft matrix.

Original AE 426 relationship map. Symbolic aircraft state entries retain their row/column dimensions; the separate numerical inset has dimensionless mathematical states. Time law and state pattern are distinct contributions.

Assumptions & scope

Finite-dimensional real continuous-time LTI model about one operating point; ordinary solved state-space form. Matrix entry units follow [Aᵢⱼ]=[x˙ᵢ]/[xⱼ], because aircraft states have mixed units.

Interpretation cue

All real parts negative gives asymptotic stability. Any positive real part gives instability. With no positive real part, bounded axis motion additionally requires semisimple imaginary-axis eigenvalues. det(A)=0 alone is not the characteristic equation.

Pause & interpret

In the symbolic diagram, identify which object gives a time law, which gives a state pattern, and which supplies the modal amplitudes.

Read further · printed pages

Nelson §4.4.1 pp.148–152, Eqs.4.49–4.60 and Example4.2.

Yechout §7.3.2 pp.356–358 (aircraft characteristic equations through Laplace algebra; corroborating aircraft context).

Equation & visual provenance

EQ-L02-18–22 · NELSON-EXPLICIT with AE426 state/input notation. EQ-L02-23 and semisimple/defective examples · AE426-DERIVED. V02-07 symbolic aircraft couplings, with no numerical aircraft matrix.

Section 6 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 7 →

SECTION 07 · 10 MINUTES

Eigenvalues, eigenvectors and mode identity

How does an eigenvalue become an identifiable aircraft mode?

Separate the time law, the state pattern and its excitation.

Two aircraft responses may share decay rate and frequency yet look different because different state patterns or initial disturbances are involved. With a complete eigenvector basis, the initial state can be resolved into natural patterns. Each pattern keeps its own exponential time law, and the total motion is their superposition.

An eigenvector stores relative state amplitude and, for a complex mode, relative phase. Its overall multiplier and common phase are arbitrary. Before comparing aircraft components with different units, choose declared state scales and one common normalization. Changing those coordinates changes the displayed components while preserving the eigenvalues. Relative normalized amplitudes are mode-shape information; they are not unit-independent participation percentages.

The dashboard uses dimensionless mathematical states and the approved two-state matrix. Select either conjugate root, change the initial modal coefficient, and inspect the reconstructed real histories. Multiplying the eigenvector by five while dividing its coefficient by five leaves the physical response and frequency unchanged. Changing a state scale instead changes the comparison coordinates.

An eigenvalue belongs to a state matrix; a characteristic root solves the associated characteristic equation; a pole belongs to an input/output transfer model. For an appropriate minimal realization the system pole set matches the eigenvalues. A particular input/output channel can hide a mode through lack of controllability, observability, or cancellation, so one output history need not display every internal eigenvalue.

Δx(t)=∑k=1nckvkeλkt,c=V−1Δx(0)EQ-L02-24
Δxpair(t)=2Re(cve(σ+jωd)t)EQ-L02-25
z=S−1Δx,Az=S−1AS,vz=S−1vEQ-L02-26

I02-02 · DS-C-L02-MODE

Eigenvalue / mode-shape dashboard

Dimensionless mathematical states x1 and x2; time in seconds. Matrix coefficients carry s−1. These coordinates have no aircraft names.

A=[01−4−1]

1 · Predict Can multiplying an eigenvector by 5 change the frequency?

3 · Examine time law, shape and excitation

Static equivalent: state-history samples

Same internal roots, different output visibility

Separate Category C nonminimal example: A=diag(−1,+1) s−1, B=[1,0]ᵀ s−1, D=0. Both states and the input are dimensionless. Free initial state [1,1] excites both internal motions.

Assumptions & scope

Modal sum requires a complete eigenvector basis; matrix exponential remains valid otherwise. Real systems permit conjugate reconstruction. State scaling is fixed and nonsingular; zero components have no defined relative phase.

Interpretation cue

Changing excitation changes modal coefficients, while changing eigenvector normalization can be compensated by inverse coefficient scaling. Neither operation changes the eigenvalues of a fixed A.

Pause & interpret

Predict: can multiplying an eigenvector by 5 change the frequency? Commit your prediction, then use the dashboard to verify the residual and reconstructed histories.

Read further · printed pages

Nelson §4.4.1 pp.150–151, Eqs.4.56–4.60; §4.5 pp.160–161, Eqs.4.82–4.84 and Figs.4.12–4.13 (eigenvectors/relative amplitudes).

Yechout §7.3.1 pp.349–355, especially §7.3.1.4 p.352 and §7.3.1.5 p.354; §7.3.2 pp.355–358 (aircraft characteristic denominator).

Equation & visual provenance

EQ-L02-24–28 · AE426-DERIVED modal/scaling/realization algebra; Nelson supports eigenvector interpretation. Yechout supplies Laplace/TF recap; quotient and theorem repairs DS-R03–05/21. DS-C-L02-MODE and hidden-mode example · Category C.

Section 7 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Continue to section 8 →

SECTION 08 · 6 MINUTES

Bridge to the five classical aircraft modes

Which combinations of time scale and state pattern will we study next?

Names connect a temporal pattern with a physical state pattern.

For a conventional fixed-wing aircraft near a symmetric reference, a useful local partition often identifies two longitudinal oscillatory modes and three lateral-directional modes. Fast or slow describes the temporal law; the states that vary together describe the mode shape. Their combination supports the familiar names.

Short period is relatively fast angle-of-attack and pitch-rate motion with limited speed change. Phugoid is a slower variation in speed, attitude and flight path, with approximate exchange of kinetic and potential energy and relatively small angle-of-attack change. Dutch roll couples sideslip, yaw and roll in an oscillation. Roll subsidence is predominantly rapid roll-rate decay. Spiral is a very slow coupled bank/turn tendency that may be weakly unstable.

The factor pattern below is conditional on those physical identities and adequate separation. A real quartic’s algebraic factors do not prove a particular aircraft interpretation. Configuration, operating condition or augmentation can make roots real, bring them together, or exchange their character. No universal numerical frequency bands follow from the names; mathematical stability also remains separate from task suitability. The next lectures test the physical identities against full longitudinal and lateral state models.

Plon(λ)≈PSP(2)PPH(2);Plat(λ)≈PDR(2)Proll(1)Pspiral(1)EQ-L02-30
V02-08

The five classical aircraft modes

LONGITUDINAL

Short period
Short period qualitative aircraft schematicShort period. side view. Qualitative exaggerated motion with compressed time. No calibrated aircraft trajectory.nose attitude / α / qComplex pair illustrative root patternNonnumeric qualitative eigenvalue sketch. Axis labels give real and imaginary directions; positions have no numerical scale. Spiral may have either sign.σωd

Complex pair · relatively fast

α / q dominant; limited speed change

Phugoid
Phugoid qualitative aircraft schematicPhugoid. side view. Qualitative exaggerated motion with compressed time. No calibrated aircraft trajectory.rise / slow ↔ descend / speed upComplex pair illustrative root patternNonnumeric qualitative eigenvalue sketch. Axis labels give real and imaginary directions; positions have no numerical scale. Spiral may have either sign.σωd

Complex pair · relatively slow

speed / attitude / flight path

LATERAL-DIRECTIONAL

Dutch roll
Dutch roll qualitative aircraft schematicDutch roll. top view. Qualitative exaggerated motion with compressed time. No calibrated aircraft trajectory.alternating sideslip / yaw / rollComplex pair illustrative root patternNonnumeric qualitative eigenvalue sketch. Axis labels give real and imaginary directions; positions have no numerical scale. Spiral may have either sign.σωd

Complex pair · oscillatory

β / yaw / roll coupled

Roll subsidence
Roll subsidence qualitative aircraft schematicRoll subsidence. front view. Qualitative exaggerated motion with compressed time. No calibrated aircraft trajectory.roll rate decays; bank need not recoverUsually negative real root illustrative root patternNonnumeric qualitative eigenvalue sketch. Axis labels give real and imaginary directions; positions have no numerical scale. Spiral may have either sign.σωd

Usually negative real root · relatively fast

predominantly p decay

Spiral
Spiral qualitative aircraft schematicSpiral. top view. Qualitative exaggerated motion with compressed time. No calibrated aircraft trajectory.slow coupled bank / turn evolutionReal root; either sign illustrative root patternNonnumeric qualitative eigenvalue sketch. Axis labels give real and imaginary directions; positions have no numerical scale. Spiral may have either sign.σωdeither sign

Real root; either sign · very slow

bank / turn tendency

Original AE 426 schematics · conventional fixed-wing pattern under suitable separation · illustrative roots have no numerical scale. SP/PH are typically pairs; DR is a pair with roll/spiral real roots. Side views for longitudinal, plan view for Dutch roll/spiral, front view for roll. Motion exaggerated and time compressed.

Assumptions & scope

Conventional fixed-wing symmetric reference; local longitudinal/lateral separation. Sketches are qualitative, with exaggerated motion and compressed time. No numerical aircraft dataset or playback is implied.

Interpretation cue

“Limited” or “small” state variation is not identically zero. A mode can be weak in a particular measured state without being absent internally.

Pause & interpret

For each sketch, identify the likely root type and one dominant state. Explain why the root location alone cannot supply the physical name.

Read further · printed pages

Nelson §4.4 p.148, Fig.4.10; §4.5 pp.152–160; Chapter5 §5.3 pp.189–193 and §5.4 pp.193–202.

Yechout §7.3.2.1 pp.358–360; §7.3.3.1 pp.371–375, Table7.2 p.375.

Equation & visual provenance

EQ-L02-29 · AE426-DERIVED coordinate differential; EQ-L02-30 · AE426-INSTRUCTIONAL-SYNTHESIS under classical separation. Mode interpretations · BOTH / CROSS-CORROBORATED. Original qualitative aircraft schematics.

Section 8 follows the approved AE 426 M4 Lecture 02 architecture. Text and artwork are original course material; citations identify the supporting mathematical content.

Back to the central question ↑

M4 · LECTURE 02 REFERENCE

Reading guide

1. Disturb an aircraft from trim

Nelson: §4.1 pp.131–132; §4.4 pp.147–149, especially Fig.4.10 and Eqs.4.49–4.52.

Yechout: Chapter 7 introduction p.331; §7.3.2 pp.356–357 (longitudinal variable relationships).

2. Static versus dynamic stability

Nelson: §4.1 p.132 (pilot/system interpretation); §4.2 pp.133–138, Fig.4.2 and Table4.1.

Yechout: p.331 (dynamic-stability definitions); §7.2 pp.346–347, Fig.7.10.

3. First-order response and time constant

Nelson: §5.2 p.182, Eqs.5.3–5.5 (constrained rolling response); §4.2 pp.134–135 (exponential ansatz); §4.3 pp.145–146 (half/doubling concepts).

Yechout: §7.1.1 pp.334–339, Eqs.7.7–7.11; Examples7.1–7.2 pp.335–337.

4. Second-order response

Nelson: §4.2 pp.133–138, Eqs.4.1–4.27; Table4.1 p.138. The ζ=−1 repeated positive-root row is obtained by direct substitution.

Yechout: §7.1.2 pp.339–343, Eqs.7.12–7.22; Examples7.3–7.6 pp.343–349.

5. Complex-plane roots and time response

Nelson: §4.2 pp.137–138, Figs.4.3–4.4, Eqs.4.21–4.27; §4.3 pp.145–146 (half-time/period).

Yechout: §7.1.2.3–7.1.2.4 p.342, Eqs.7.19–7.21; §7.2 pp.344–349, Figs.7.9–7.10.

6. Linearized state-space free response

Nelson: §4.4.1 pp.148–152, Eqs.4.49–4.60 and Example4.2.

Yechout: §7.3.2 pp.356–358 (aircraft characteristic equations through Laplace algebra; corroborating aircraft context).

7. Eigenvalues, eigenvectors and mode identity

Nelson: §4.4.1 pp.150–151, Eqs.4.56–4.60; §4.5 pp.160–161, Eqs.4.82–4.84 and Figs.4.12–4.13 (eigenvectors/relative amplitudes).

Yechout: §7.3.1 pp.349–355, especially §7.3.1.4 p.352 and §7.3.1.5 p.354; §7.3.2 pp.355–358 (aircraft characteristic denominator).

8. Bridge to the five classical aircraft modes

Nelson: §4.4 p.148, Fig.4.10; §4.5 pp.152–160; Chapter5 §5.3 pp.189–193 and §5.4 pp.193–202.

Yechout: §7.3.2.1 pp.358–360; §7.3.3.1 pp.371–375, Table7.2 p.375.