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By Richard N. Aarons/Business & Commercial Aviation
We tend to think of spatial disorientation as something that
happens to low-time recreational pilots who stray into IMC and
spiral in. Yet spatial disorientation can overtake experienced,
high-time pilots as well and can lead to complete loss of control if
not remedied immediately.
Such was the case on Jan. 27, 2001, when a King Air 200 (N81PF)
spiraled out of control and crashed into rolling terrain near
Strasburg, Colo., killing both pilots and eight members of the
Oklahoma State University basketball team. The airplane, owned by
North Bay Charter, LLC, and operated by Jet Express Services, was on
an IFR flight plan under CFR Part 91 when the accident occurred.
The NTSB's investigation was long and painstaking, ultimately
leading to a finding in January that the probable cause "was the
pilot's spatial disorientation resulting from his failure to
maintain positive manual control of the airplane with the available
flight instrumentation." Contributing to the cause, said the Safety
Board, "was the loss of AC electrical power during instrument
meteorological conditions."
The 55-year-old pilot held an FAA ATP certificate, a second-class
medical and type ratings in the Cessna Citation and Bombardier
Learjet. He was also a certified flight instructor and had
accumulated some 5,117 hours total flying time, including 3,650
hours multiengine PIC and 2,520 hours in King Airs. He had flown
approximately 51, 13 and 0.4 hours in the 90 days, 30 days and 24
hours, respectively, before the accident. His training and flight
checks met all the regulations. The pilot's family told
investigators his health had been "good." He was a non-smoker, drank
only in moderation and had experienced no significant changes in his
personal, professional or financial situation in the previous year.
The 30-year-old second pilot essentially was along for the ride.
He was not required to be on board for the Part 91 flight nor had he
received any formal training in the King Air 200. Nevertheless, he
was fairly experienced. He held a commercial certificate, IFR and
multiengine ratings, and was an active flight instructor. He had
accumulated 1,828 hours total flying time, including 1,218 hours as
a multiengine pilot. He had flown approximately 87, 17 and 0.4 hours
in the 90 days, 30 days and 24 hours, respectively, before the
accident. Friends said the second pilot "wanted to work for an
airline and was logging flight time as fast as he could."
The Accident
The accident airplane was one of three transporting the OSU team
to Stillwater Regional Airport (SWO), Stillwater, Okla., after a
game at the University of Colorado at Boulder that afternoon.
The pilot had contacted the Denver AFSS about 1100 on the day of
the accident to obtain a weather briefing and file IFR flight plans
for the return trip to SWO. The briefing included a general synopsis
of the weather situation for the proposed flights, AIRMET flight
advisories for occasional moderate icing and occasional moderate
turbulence, forecast airport conditions, winds and temperatures
aloft, and NOTAMs in effect. Generally, the weather in Colorado was
IMC with clouds from about 600 feet agl to over 26,000 feet. No
icing was reported in the area.
A Stevens Aviation ramp worker at Jeffco Airport (BJC) stated
that the airplane had been pulled outside from its overnight hangar
between 1115 and 1130 on the day of the accident. When the crew
arrived at the FBO sometime after 1300, the pilot requested that the
airplane be returned to a hangar until after the passengers boarded.
The airplane was towed to another hangar, and the pilots left the
airport to attend the first half of the basketball game.
The crew returned to the airport around 1600 and the pilot
contacted BJC ground control at 1631 to obtain an IFR clearance to
SWO. (The flight was cleared as filed.) The passengers arrived at
BJC at 1700 and boarded the airplane in the hangar. Investigators
determined later that the airplane was loaded within its center of
gravity limits but about 314 pounds overweight. Stevens personnel
towed the airplane to the ramp and the pilot contacted ground
control at 1712 for taxi instructions. The controller issued current
weather information -- wind was variable at three knots, visibility
was one mile in light snow, sky condition was an indefinite ceiling
of 200 feet, temperature was -4ºC, dew point was -5ºC -- and a taxi
clearance to Runway 29R.
About 1717:15, the pilot reported that the airplane was ready to
depart from Runway 29R and the BJC controller cleared the flight for
takeoff with an instruction to turn right to a heading of 040. About
1719:47, the local controller instructed the pilot to contact the
Denver TRACON.
At 1719:55, the pilot checked in with the Denver Departure Radar
Four position and reported that he was climbing through 6,500 feet
to 8,000 feet. The departure controller cleared the flight to climb
to 12,000 feet and to fly heading 060. About 1722:09, the controller
instructed the pilot to proceed to the EPKEE intersection, join the
Garden City transition, and climb to 23,000 feet. The pilot
acknowledged the clearance.
At 1724:07, the departure controller instructed the pilot to fly
the airplane on a 110-degree heading, and the pilot acknowledged
this instruction. About 1725:53, the controller instructed the pilot
to contact the Satellite Radar Two controller. The pilot contacted
the Satellite Radar Two controller at 1726:06, reporting out of
16,300 feet and climbing to 23,000 feet. The controller asked the
pilot whether he was flying directly to the EPKEE intersection, and
the pilot responded that he had been proceeding to the intersection
but had been assigned a heading of 110 degrees. The controller
cleared the airplane to proceed directly to the EPKEE intersection.
About 1726:27, the pilot stated that he was going directly to the
EPKEE intersection and that he needed to make about a three-degree
left turn. ATC heard nothing more from the flight.
Radar tapes, examined after the accident, showed that the
airplane reached its cruising altitude of 23,000 feet at about
1732:35. Investigators determined the airplane's climb through this
altitude was normal, and its airspeeds had been steady. The last
Mode C transponder return occurred about 1735:44, when the airplane
was at an altitude of 23,200 feet; however, Mode A returns
continued. Some 42 seconds later, the airplane started to deviate
from its heading and turn to the right.
Mode A information from the transponder remained available until
1737:12. Within the next five to eight seconds (sometime between
1737:17 and 1737:20) the airplane impacted terrain at an elevation
of 5,223 feet some 42 miles east of BJC.
The wreckage pattern indicated that the airplane broke up just
before impact. All aboard died of multiple blunt force trauma.
Despite extreme crash and fire damage to the aircraft structure,
NTSB investigators were able to determine that there were no
preimpact failures of the airframe, flight controls or powerplants.
However, indications recovered from some of the badly damaged
cockpit instruments caused investigators to turn their focus to the
AC power system.
Examination of the crushed pilot-side altimeter revealed that the
pre-impact altitude indication was 23,220 feet and that a flag had
been visible. This reading suggests that the instrument had lost AC
power at cruise altitude and that the AC power had not been
reestablished. (The copilot-side altimeter was not recovered.) The
RMIs also indicated a cruise-level AC power failure. The pilot-side
attitude indicator was damaged by impact forces and fire.
Disassembly of the unit showed witness marks that were consistent
with a wings-level and an approximately 10-degree nose-down
position. The copilot-side attitude indicator was not recovered.
Twinning
is a term that was coined some years ago for the philosophy of
close juxtaposition of critical flight instruments which are
essentially there to back each other up (and so require
subconscious ongoing cross-check – i.e. the failure of one to
replicate the other’s movement becoming cause for instant
alarm). Examples are altimeter and standby altimeter, Main
attitude display – whether on PFD/EFIs or not - and its
backup/stby attitude instrument. An HSI (horizontal Situation
Indicator – compass) will not immediately kill you if it
fails. However a faulty attitude indication will. Why? A good
example is the Air India 747 (LINK) that crashed over the
inky-black water west of Bombay. Once he got past a certain
attitude in pitch and roll, the heavy aircraft was quite
unrecoverable at that altitude. A classic example is the
KAL
747F freighter out of Stansted (LINK). That report will be out
in a few days.
The moral of the story is that it is critically essential to
be able to recognize a failed/frozen/erroneous attitude
instrument instantaneously. As things now stand in many
airplanes, you can have a failed/frozen instrument with or
without OFF Flag – become uneasy and perhaps look hopefully
across the cockpit and see the standby and F/O’s instruments
also dynamically in a state of flux (as the airplane enters
its unusual attitude). One should be able to rely upon a good
F/O’s cross-check, but experience has shown that the classic
cases after take-off always have the F/O involved in changing
freqs and communicating (or playing with the FMS
data-inputting). In
the Air India case the F/O was aware of
the captain’s failed instrument but the Captain would not
relinquish control (and died chasing his failed instrument). |
Investigators discovered the AC volt/frequency meter at the
accident site after snow had melted almost three months after the
crash. The meter face showed two witness marks aligned with the
380-Hz/100-volt position.
The No. 1 and No. 2 inverters were found broken, and their
internal components and wiring were destroyed. The internal fuses
for both inverters were broken but not melted or burned. The
inverter select switch, inverter select relay and avionics inverter
select relay were not recovered from the wreckage. The circuit
breaker panel had broken away from the airplane and showed impact
and post-crash fire damage. Almost all of the circuit breakers were
found in the open position -- probably due to impact forces.
The Safety Board conducted an airplane performance study to
develop the time history of the airplane's movement and to calculate
various performance parameters.
The study revealed that the airplane banked slightly in the
right-wing-down direction several seconds after the last Mode C
transponder return, the probable time that the pilot lost AC-powered
flight instruments. Calculated performance parameters showed that by
1736:15, the airplane's airspeed was about 200 knots, its bank was
30 degrees right-wing down, and its pitch was 15 degrees airplane
nose down. Ten seconds later, the airplane started to deviate from
its heading and make a right turn to the south. During the next 30
seconds, the airplane's bank angle continued to increase in the
right-wing-down direction, and its pitch angle remained near 20
degrees nose down.
At 1736:45, the airplane had turned to the north and was
continuing its turn to the right. At that point, the airplane's
altitude was about 17,200 feet, and its airspeed had accelerated to
about 250 knots. The airplane's right bank, nose-down pitch and
airspeed continued to increase as the airplane completed a
360-degree rotation in heading by 1737:02.
During the time that the airplane was executing the 360-degree
turn, its descent rate was increasing constantly to more than 15,000
feet per minute. By 1737:10, the airplane had entered a steep dive
and it was descending through 10,000 feet with its pitch angle
exceeding 80 degrees nose down and its bank angle exceeding 100
degrees right-wing down.
Calculated performance parameters showed that, about the time of
the last Mode A transponder return (1737:12), the airplane rolled to
the left toward wings level, its descent rate began to be arrested,
and its nose-down pitch decreased. During the next five seconds, the
airplane's airspeed increased rapidly to more than 350 knots as the
descent rate was reduced. The calculated performance parameters also
showed that by 1737:15 the airplane was on a 130-degree heading at
an altitude of 6,200 feet. A moment later it impacted terrain.
Putting It All Together
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from a
discussion of the
B1 electrical failure and loss of control near Diego
Garcia |
It really gets back to the need for
"twinning" the primary and standby attitude systems
(twinning=very close adjacent to each other). Early/immediate
awareness of a primary or secondary instrument failure will
more often than not preclude an unusual attitude developing at
all. Looking at the cost and capability of a B-1, I'd say that
would be a cheap solution to "early outs" by confused pilots
who've allowed the airplane to depart straight and level [and
then become confused by the dynamism of unwinding altimeters,
spinning HSI's, VSI's locked on the down stop, increasing g
and airspeed, audio alarms, urgent intercom calls and a high
ambient air-rush noise]. Once it gets to that stage, it
doesn't really matter that there's a bright panoply of stars
in the night's canopy - everything from there on in is a
disoriented blur and avenues of escape are then in the
forefront of one's mind. Recovery as a solution becomes
quickly discarded when you are sitting on a bang-seat..... and
someone has just audibly pointed the way. Once spatial
disorientation results from an incipient unusual attitude,
statistics give the probability of a successful recovery by a
disoriented pilot with a serviceable (STBY) attitude indicator
to be as low as 15 to 20%. The only solution is to give him
the clearly visible (and direct comparison) tools to avoid
entering that unusual attitude.
Failing to “twin”
crucial attitude instruments in close juxtaposition has caused
countless numbers of aviation accidents. That’s a fact.
It’s also a fact that most airplanes’ instrument panel
lay-outs don’t incorporate “twinning”….. and that’s a lethal
pity. |
Ultimately, the investigation team gathered to come up with a
coherent explanation of what had happened. It was clear from early
in the investigation that the pilot was healthy and properly
certificated and qualified under federal regulations.
The pilot had filed an IFR flight plan under Part 91 for the
accident flight and, as a result, he was the only person responsible
for the airplane.
As a side issue, the FAA determined in January 2002 that the
pilot should have been operating the airplane under Part 135 because
he had the primary responsibility for providing the airplane and the
pilot services and was receiving compensation for both.
The second pilot was properly certificated and qualified under
federal regulations; however, the second pilot was not a required
flight crewmember because the airplane was certified for
single-pilot operation under Part 91. Even if the flight had been
operated under Part 135, the second pilot still would not have been
a required crewmember -- the airplane was certified for single-pilot
operation under Part 135 in IFR conditions because a three-axis
autopilot was installed and operating.
Safety Board members believe the circumstances of this accident
would not have been any different if the pilot had operated the
flight under Part 135 rather than Part 91 because the flight was
conducted with two qualified pilots and an operational autopilot and
thus exceeded Part 135 requirements.
The accident airplane was properly certified, equipped and
maintained in accordance with federal regulations. IMC prevailed
from the surface to altitudes above those of the accident airplane.
However, icing was not a factor in this accident. No pilot reports
surrounding the time of the accident indicated any inflight icing
over Colorado, and none of the pilot witnesses indicated any
inflight icing along or near the accident airplane's route of
flight. Also, radar data for the accident airplane indicated no
degradation of airplane performance (airspeed or altitude)
consistent with ice accretion.
No evidence of a cabin pressurization problem was found.
Radar data indicated that the flight from BJC to SWO was routine
until the airplane was at an altitude of 23,200 feet. At that point,
the airplane stopped transmitting Mode C altitude transponder
information, which is generated from electrical output signals from
the airplane's AC-powered air data computer. The airplane continued
to transmit Mode A identifying transponder information, which is
generated from DC electrical power, until the time of impact. Thus,
a total power loss aboard the airplane did not occur, but a partial
or complete loss of AC power did occur.
Investigators believe it is possible that the AC electrical
malfunction involved a failure of the air data computer only.
However, the pilot-side altimeter indicated that the altitude
reading was 23,220 feet, which was consistent with the last reported
altitude (23,200 feet) before the airplane stopped transmitting Mode
C information. Also, both radio magnetic indicator (RMI) compass
cards showed a heading of 115 degrees, which was consistent with the
airplane's heading when Mode C information was lost. In addition,
witness marks on the volt/frequency meter showed that it was at the
380-Hz/100-volt position (the lowest reading) at the time of impact,
indicating that no AC power was available. The Safety Board
concluded that "the physical evidence recovered from the wreckage
site and the recorded radar data indicate that a complete loss of AC
electrical power occurred aboard the airplane." Further, AC power
was not restored any time after it was lost. "If AC power had been
restored, the altimeter would have shown an altitude lower than
23,220 feet."
The complete loss of AC electrical power, said NTSB
investigators, would have rendered most of the pilot's flight
instruments inoperative. The only instruments that would have been
available to the pilot were those that were operated by the pitot
static or vacuum systems. On the left side of the cockpit, only the
airspeed indicator and the turn and slip indicator would have been
operational. On the right side of the cockpit, the airspeed
indicator, turn and slip indicator, altimeter and attitude indicator
would have been operational. Despite the loss of the airplane's
primary flight instruments, the pilot made no radio transmissions to
the controller after Mode C information was lost. (Between one
minute, 33 seconds and one minute, 36 seconds elapsed between the
time of the last Mode C return and airplane impact.) The airplane's
air data computer also produces electrical output signals for the
autopilot. Thus, the complete loss of AC power would have caused the
autopilot to cease operating if it were being used.
The Safety Board was unable to determine from the available
evidence whether the pilot was flying the airplane with the
autopilot engaged or whether he was flying manually.
Ambient cockpit and instrument panel lighting are powered by DC
electrical power. Thus, the pilot would have been able to see within
the cockpit to attempt to diagnose the electrical problem. The
flashing red master warning light and the autopilot disconnect
annunciator light would have signaled the loss of the autopilot if
it were engaged. Also, instrument flags would have appeared on the
pilot's altimeter, attitude indicator, horizontal situation
indicator (HSI), radio altimeter, RMI and altitude preselect.
"The pilot's experience and recent training should have prepared
him to complete all prescribed checklist actions for diagnosing and
resolving an electrical system failure," said the Safety Board.
"Further, it is possible that the second pilot would have been able
to provide some assistance to the pilot. The post-accident
examination and testing of a King Air 200 airplane showed that
instrument flags would have appeared on the HSI and RMI on the
second pilot's [right] side of the cockpit. However, because the
second pilot had not received any formal King Air training, he would
have had limited experience with the airplane's systems and
emergency procedures."
The King Air 200 Pilot's Operating Handbook indicates that if one
inverter is inoperative, the other should be selected using the
inverter select switch. This switch is located away from other
switches on a panel below the instrument panel and to the left of
the pilot-side control wheel. The NTSB was unable to determine from
the available evidence whether the pilot attempted to restore AC
power using the inverter select switch.
"Despite the loss of AC electrical power, the pilot could have
safely flown and landed the airplane from the left seat by
referencing the available [non-AC-powered] flight instruments on the
right side of the cockpit [the altimeter and the airspeed, attitude,
and turn and slip indicators]," the Board said. "Also, the pilot
could have asked the second pilot to fly the airplane because the
available flight instruments would be more easily viewed from the
right seat."
The Board said it could not determine from the available evidence
what actions the pilot took (or did not take) and the extent to
which the pilot might have coordinated with the second pilot.
"Nevertheless, the Safety Board concludes that the pilot did not
appropriately manage the workload associated with troubleshooting
the loss of AC electrical power with the need to establish and
maintain positive control of the airplane."
Based on radar returns and performance calculations, the Safety
Board concluded that the "airplane's estimated flight path in the
final two minutes of flight was consistent with a graveyard spiral
resulting from pilot spatial disorientation.
"The pilot probably did not sense the right descending turn at
first because the airplane's bank was entered gradually. As the
airplane's bank angle and descent rate began increasing, the pilot's
spatial disorientation most likely persisted, and he was not able to
successfully use the available instruments to regain positive
control of the airplane. Any head movements that the pilot made
while attempting to diagnose the electrical system malfunction [for
example, looking down and to the right at the circuit breaker panel]
might have exacerbated his spatial disorientation because the motion
sensing organs of the inner ear could have been stimulated by these
head movements in addition to the motion of the airplane."
In a post-accident interview, the air safety inspector who
conducted the pilot's March 1998 Part 135 checkride indicated that
the pilot tended to "lock in on a problem and not fly the airplane."
This observation is consistent with the circumstances of this
accident.
Radar data, ground scars and wreckage distribution indicated that
the airplane impacted terrain at an angle that was less steep than
the descent. The Safety Board concluded that the pilot attempted to
arrest the descent in the final portion of the flight, possibly in
response to obtaining visual references of the ground after emerging
from the lowest layer of clouds. "The pilot input and the airplane
reaction required to arrest the descent rate with the available
altitude would have placed a large aerodynamic loading on the
airplane. The aerodynamic loading caused the airplane to break apart
in flight at a low altitude [within several hundred feet of the
ground] and crash into terrain."
Loss of Electrical Power
Four possibilities exist to explain the loss of AC power aboard
the accident airplane, according to the investigators. First, the
selected inverter could have failed, and the pilot might not have
switched to the other inverter. However, the pilot should have been
familiar with this switch because it is always used to supply AC
power after engine start and to terminate AC power before engine
shutdown.
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The donated 25-year-old Beechcraft KingAir 200 that crashed
had a history of electrical and mechanical problems, according
to published reports. The KingAir was one of three planes
being used by the team that day. |
Second, a dual inverter failure could have occurred. However, it
is extremely unlikely that both inverters would have failed
simultaneously because of the inverters' history of reliability
aboard King Air 200s.
Third, failure of the inverter selector switch, or the inverter
select relay, or the avionics inverter select relay could lead to
total AC system failure under some circumstances. None of these
items was recovered from the wreckage.
Fourth, wiring failures, shorts or opens are possible reasons for
the loss of AC power.
"The Safety Board cannot make a definitive determination
regarding what caused the AC electrical system to fail. However, the
Safety Board concludes that the AC electrical failure was a
contributing factor to this accident but was not a causal factor
because non-AC-powered instrumentation remained available for the
duration of the flight for the pilot to use to safely fly and land
the airplane."
Spatial Disorientation
The NTSB did not make any recommendations regarding spatial
disorientation in its report on this accident "because the FAA has
already published many resources to acquaint pilots with the hazards
of spatial disorientation."
Included on the list of FAA references are: Advisory Circular
(AC) 60-4A, "Pilot's Spatial Disorientation"; Aeronautical
Information Manual Paragraph 8-1-5, "Illusions in Flight"; Airplane
Flying Handbook (FAA-H-8083-3) Chapter 9, "Flight by Reference to
Instruments"; Instrument Flying Handbook (FAA-H-8083-15) Chapter 1,
"Human Factors"; AC 00-6A, "Aviation Weather"; AC 61-23C, "Pilot's
Handbook of Aeronautical Knowledge"; and Medical Facts for Pilots
(FAA-P-8740-41). You can find all of these references online at the
FAA's Web site -- www.faa.gov.
Despite the Board's reluctance to issue a recommendation, the
discussion in the report on the phenomenon is worth reading. Spatial
disorientation occurs, the NTSB says, when a pilot has inadequate
visual information or fails to attend to or properly interpret
available information regarding the airplane's pitch and bank.
Instead, a disoriented pilot relies on cues that are often
misleading.
The most hazardous illusions that lead to spatial disorientation
result from ambiguous information received from motion-sensing
organs located in our inner ears. The sensory organs of the inner
ear detect angular accelerations in the pitch, yaw and roll axes and
gravity and linear accelerations. During flight, the inner ear
organs may be stimulated by motion of the aircraft alone or along
with head and body movement.
Spatial disorientation can occur in a banked airplane when it
rolls very slowly at a rate that is not detected by the
motion-sensing organs of the inner ear. The threshold for the
detection of roll rate (roll to bank) by humans is about two degrees
per second. Spatial disorientation can also occur in a banked
airplane when a constant-rate turn is maintained and stimulation of
the inner ear organs ceases.
A disoriented pilot who falsely perceives a constant-rate turn as
a descent may respond with elevator pitch-up controls, which will
tighten the turn. As the turn tightens and the airplane's bank
continues to increase, the airplane will lose altitude from the
resulting loss of vertical lift. A disoriented pilot who still
perceives a wings-level flight attitude may respond to the loss of
altitude with increased pitch-up controls, resulting in a steep
spiral dive (commonly referred to as a "graveyard spiral").
According to the FAA Aeronautical Information Manual, Paragraph
8-1-5, spatial disorientation can be prevented only by visual
reference to reliable fixed points on the ground or to flight
instruments. FAA AC 60-4A, "Pilot's Spatial Disorientation," states
that tests conducted with qualified instrument pilots showed that it
could take as long as 35 seconds to establish full control solely by
reference to flight instruments when a loss of visual reference
occurs.
Bottom line -- know your systems and procedures. Practice partial
panel. B/CA
from this
link

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