The aerodynamics of formation flight are studied by modeling wings using a horseshoe vortex. During flight in formation, wings receive upwash created by other wings, and the required power consequently decreases. The leading wing in a V formation receives less benefit, while in a U formation, the power reduction rate remains identical over all wings. In long-distance flights, the U formation is optimal. However, when the process of shifting the leader position in a V formation is considered, as is often observed in actual bird flocks in long-distance flights, the power reduction rates of all wings converge into the same value after several shifts. This value is identical to that of the U formation.Key Words: Flight Dynamics, Formation Flight, Horseshoe Vortex, Flight Power Reduction, Leader Shift
Background and Purpose of StudyBirds often fly in formation. Since the lifting-line theory was proposed by Prandtl, a variety of research has been done on formation flight based on this theory. In the 1970s, Lissaman et al. 1) reported that birds attain higher aerodynamic efficiency by flying in a V formation, extending their flight distance. Recently, Weimerskirch et al. 2) found from measurements of white pelicans during formation flight that wing flapping rate and heart beat rate are less than normally observed during solo flight. The Autonomous Formation Flight Project by NASA, Boeing and UCLA proved that an airplane in the rear position in a formation consumes less fuel during a cruise flight. Flight control of two airplanes in formation has also been attracting attention.
3,4)The optimal formation pattern has also been studied. Lissaman et al. 1) and Hummel 5,6) found that the power required by each bird in a formation becomes uniform if they fly in a U formation. Filippone 7) derived a similar result. In actual airplane operations, however, the importance of visually confirming the position of other airplanes in the formation is more important than maximizing the aerodynamic efficiency, and the two-airplane formation is usually used. The formation pattern and leadership are scarcely altered. Although the V formation is used for securing maximum visibility when more than two airplanes fly together, they never fly as close to each other as seen in the formation flights of birds.Birds also often fly in a V formation in long-distance flights in spite of its unfavorable power requirement compared to a U formation. It is also often observed that the leader position in a V formation is taken alternately by different birds. This suggests that the leader shift in a V formation has some aerodynamic advantage other than securing visibility. Analysis of formation flights taking leader shifts into consideration, which will contribute to the understanding of the formation flight of birds, has not been carried out so far. In this paper, first the optimal formation pattern is analyzed by approximating the wing with a horseshoe vortex and determining the reduction ratio of the required power obtained by flying in formation. Vario...