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Center for Intelligent Material Systems and Structures, Virginia Tech, Blacksburg, VA 24061, USA
ABSTRACT: Aircraft wings are a compromise that allows the aircraft to fly at a range of
flight conditions, but the performance at each condition is sub-optimal. The ability of a wing
surface to change its geometry during flight has interested researchers and designers over the
years as this reduces the design compromises required. Morphing is the short form for metamorphose; however, there is neither an exact definition nor an agreement between the
researchers about the type or the extent of the geometrical changes necessary to qualify an
aircraft for the title shape morphing. Geometrical parameters that can be affected by morphing solutions can be categorized into: planform alteration (span, sweep, and chord), out-ofplane transformation (twist, dihedral/gull, and span-wise bending), and airfoil adjustment
(camber and thickness). Changing the wing shape or geometry is not new. Historically,
morphing solutions always led to penalties in terms of cost, complexity, or weight, although
in certain circumstances, these were overcome by system-level benefits. The current trend for
highly efficient and green aircraft makes such compromises less acceptable, calling for innovative morphing designs able to provide more benefits and fewer drawbacks. Recent developments in smart materials may overcome the limitations and enhance the benefits from
existing design solutions. The challenge is to design a structure that is capable of withstanding
the prescribed loads, but is also able to change its shape: ideally, there should be no distinction
between the structure and the actuation system. The blending of morphing and smart structures in an integrated approach requires multi-disciplinary thinking from the early development, which significantly increases the overall complexity, even at the preliminary design
stage. Morphing is a promising enabling technology for the future, next-generation aircraft.
However, manufacturers and end users are still too skeptical of the benefits to adopt morphing
in the near future. Many developed concepts have a technology readiness level that is still very
low. The recent explosive growth of satellite services means that UAVs are the technology of
choice for many investigations on wing morphing. This article presents a review of the stateof-the-art on morphing aircraft and focuses on structural, shape-changing morphing concepts
for both fixed and rotary wings, with particular reference to active systems. Inflatable solutions have been not considered, and skin issues and challenges are not discussed in detail.
Although many interesting concepts have been synthesized, few have progressed to wing
tunnel testing, and even fewer have flown. Furthermore, any successful wing morphing
system must overcome the weight penalty due to the additional actuation systems.
Key Words: bio-inspired, morphing < piezoelectric, shape change, review.
INTRODUCTION
HE observation of flight in nature has motivated the
human desire to fly, and ultimately the development
of aircraft. The designs of the first flying machines were
relatively crude and even today nature has much to
teach us and continuously inspires research. By directly
comparing aircraft with nature, designers seek inspiration, in order to achieve the simplicity, elegance, and
efficiency that characterize animal species obtained by
thousands of years of biological evolution. In particular,
JOURNAL
OF INTELLIGENT
MATERIAL SYSTEMS
AND
823
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S. BARBARINO ET AL.
structures that are unable to adapt to different aerodynamic conditions, characterizing a typical mission profile. The deployment of conventional flaps or slats on a
commercial airplane changes the geometry of its wings.
The wings are designed as a compromise geometry that
allows the aircraft to fly at a range of flight conditions,
but the performance at each condition is often sub-optimal. Moreover, these examples of geometry changes are
limited, with narrow benefits compared with those that
could be obtained from a wing that is inherently deformable and adaptable. The ability of a wing surface to
change its geometry during flight has interested
researchers and designers over the years: an adaptive
wing diminishes the compromises required to insure
the operation of the airplane in multiple flight conditions (Stanewsky, 2001).
In spite of the apparent complexity of variable-geometry aircraft, nature has evolved thousands of flying
insects and birds that routinely perform difficult missions. Observations by experimental biologists reveal
that birds such as falcons are able to loiter on-station
in a high-aspect ratio configuration using air currents
and thermals until they detect their prey. Upon detection, the bird morphs into a strike configuration to
swoop down on an unsuspecting prey.
Morphing is short for metamorphose and, in the aeronautical field, is adopted to define a set of technologies
that increase a vehicles performance by manipulating
certain characteristics to better match the vehicle state
to the environment and task at hand (Weisshaar, 2006).
Using this definition, established technologies such as
flaps or retractable landing gear would be considered
morphing technologies. However, morphing carries the
connotation of radical shape changes or shape changes
only possible with near-term or futuristic technologies.
There is neither an exact definition nor an agreement
between the researchers about the type or the extent of
the geometrical changes necessary to qualify an aircraft
for the title shape morphing.
As early as 1890, the French aviation pioneer Clement
Ader proposed a bat wing for an airplane (Eole) that
could reduce its size to half or one-third of its full
deployment. The first examples of polymorphic aircraft
include the Pterodactyl IV, designed by Geoffrey Hill at
Westland that flew in 1931, and the Russian fighter IS-1,
which flew in 1940 and was able to switch from a
maneuverable biplane to a faster monoplane.
Weisshaar (2006) gave an historical overview and
Figure 1 shows a broad summary of fixed-wing aircraft
(of different categories and sizes) implementing flying
morphing technologies as a timeline. Historically,
morphing solutions always led to penalties in terms of
cost, complexity, or weight, although in certain circumstances, these were overcome by the benefits attained at
the overall system level. Airplanes such as the F-14
Tomcat and the Panavia Tornado are good examples,
where varying the wing sweep angle allows good performance at both low and high speeds (alleviating the problems of compressibility).
Recent developments in SMART materials may overcome these limitations and enhance the benefits from
similar design solutions. Chopra (2002) presented a
review of the state-of-the-art of smart structures and
integrated systems. The design of a morphing aircraft
by means of smart materials is a multidisciplinary problem. The challenge is to design a structure that is capable
of withstanding not only the prescribed loads, but also
to change its shape in order to withstand several load
conditions. In order to reduce the complexity and hence
increase the reliability, the actuation system, consisting
of active materials, should be embedded in the structure.
Ideally there should be no distinction between the structure and the actuation system, so that the system used to
produce and carry the loads, is also capable of changing
shape. In addition to benefits in terms of complexity,
reliability, and production cost, such a concept could
also prove to be lighter.
The timeline in Figure 1 highlights that most large
shape modification techniques have been developed for
military applications, where a more versatile vehicle
compensates for the additional complexity and weight.
Furthermore, in recent years, focus has moved to small
aircraft (mostly unmanned aerial vehicles, or UAVs).
The move toward UAVs results from greater efficiency
requirements and a short time-to-deliver because of
reduced certification issues and qualification tests. The
lower aerodynamic load on UAVs also increases the
number of potential morphing technologies. Except for
variable-sweep and swing-wing concepts, most previous
morphing concepts were applied to lightly loaded, relatively low-speed airplane designs. It is fair to ask why
new investment should be made in morphing wings
when this concept has been tried in the past and has
had so little impact. The answer to this question has
two parts, both of which are concerned with the technology that exists today, compared to that which existed
several decades ago. First, many new, novel materials,
material systems, and actuation devices have been developed during the past decade. These developments allow
designers to distribute actuation forces and power optimally and more efficiently. Properly used, these devices
reduce weight compared to other, more established
designs. Second, missions today differ markedly from
those a decade ago. Adversaries may be sophisticated
or unsophisticated. Targets are more distributed and
are smaller, but the proliferation of sophisticated air
defenses mean that these targets may be very dangerous
to attack. Morphing provides mission flexibility and versatility to deal with these kinds of targets in a cost-effective manner.
Wing shape-changing concepts require actuators
attached to internal mechanisms, covered with flexible/
825
Morphing Aircraft
1903
1931
1931
1932
1937
1947
1951
Wright Flyer
Twist
Pterodactyl IV
Sweep
MAK-10
Span
IS-1
Bi-to monoplane
LIG-7
Chord
MAK-123
Span
X5
Sweep
1952
1964
1964
1966
1967
1967
1969
XF10F
Sweep
F 111
Sweep
XB 70
Span bending
Su 17 IG
Sweep
MIG 23
Sweep
SU 24
Sweep
Tu 22 M
Sweep
1970
1972
1974
1974
1979
1981
1985
F 14
Sweep
FS 29
Span
B1
Sweep
Tornado
Sweep
1993
1994
2001
2002
FLYRT
Span
MOTHRA
Camber
AAL
Pitch
F/A 18
A.A.W.
2006
2006
2007
2007
MFX 1
Sweep & Span
Univ. of Florida
Sweep
Virginia Tech
Camber
Univ. of Florida
Folding
AD 1
Obliquing
Tu 160
Sweep
2003
2004
Virginia Tech
Span
Univ. of Florida
Twist
2007
2008
MFX 2
Sweep & span
Delft Univ.
Sweep
AFTI/F 111
M.A.W.
2005
Univ. of Florida
Gull
2010
Virignia tech
Camber
sliding aerodynamic surfaces, together with load-transfer attachments between the skin and the skeleton. This
requires a distributed array of actuators, mechanisms,
and materials that slide relative to each other or skin
materials that stretch. Inman (2001) presented the actuator requirements for controlled morphing air vehicles.
Mechanism design requirements include the range of
motion, concerns about binding and friction, the effects
of wing structural deformability under load, and the
control of the actuator stroke under load. Actuator performance power and actuator force capability are essential to design success. The size, weight, and volume of
the actuators are important metrics, as are the range of
motion, bandwidth, and fail-safe behavior. Locking is
important when the wing is under load since, without
locking features, the actuators must withstand full load
826
S. BARBARINO ET AL.
Planform
Sweep
Span
Chord
Out-of-plane
Twist
Dihedral/
Gull
Spanwise
bending
Airfoil
Camber
Thickness
Morphing Aircraft
827
828
S. BARBARINO ET AL.
Firebee
Airfoil
Takeoff: SL
goemetry
Climb: SL
S-Turn: 60k
Climb: 30k
I-Turn: SL
Cruise: SL
Loiter: 60k
Cruise: 30k
Dash: 30k
Accel: 30k
Cruise: 60k
Figure 3. Spider plot comparing predicted performance of the baseline Firebee, a morphing airfoil Firebee and a morphing planform Firebee
(Joshi et al., 2004, reprinted with permission of the American Institute of Aeronautics and Astronautics).
Morphing Aircraft
829
830
S. BARBARINO ET AL.
UAV
UAV
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Span
Span
Span
Obliquing
and Span
Span, sweep,
and twist
Span and sweep
Span
Heryawan et al.
(2005)
Joo et al. (2006)
Vale et al.
(2006, 2007)
Gamboa et al.
(2007)
Bharti et al. (2007)
UAV
Fixed wing
Fixed wing
Span
Fixed wing
Span
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Rotary wing
Rotary wing
UAV
UAV
Cruise
missile
MAV
UAV
UAV
Civil tiltrotor
Civil tiltrotor
Civil tiltrotor
UAV
Civil tiltrotor
Helicopter
Rotary wing
Span
Rotary wing
Rotary wing
Span
Civil tiltrotor
Size
Span
Rotary wing
Span
Category
Vehicle
References
Geometrical
parameters
DC motor
Pneumatic
DC motor
Pneumatic and
electromechanical
DC motor and servos
Electromechanical
Jackscrew (electric)
Strap around a
drum (main rotor)
Jackscrew (main rotor)
Actuation
Flexible
Rigid
Sliding
Sliding
Sliding
Sliding
Sliding
Sliding
Rigid
Rigid
Rigid
Sliding
Skin
Performance (CD)
Performance (L/D)
Performance (L/D)
Control (roll)
Performance (L/D)
Performance (cruise
and hover efficiency)
Performance (disc
loading
and rotor tip speed)
Performance (disc
loading
and rotor tip speed)
Performance (L/D)
Performance (L/D)
Performance (cruise
and hover efficiency)
Performance (disc
loading, rotor tip speed)
Performance (drag at
high forward speeds)
Purpose
Numerical
Prot.
8
8
8
FTB
(continued)
8
8
8
WT
Experimental
Investigation
Morphing Aircraft
831
Grady (2010)
Prabhakar et al.
(2007)
Supekar (2007)
Yu et al. (2007)
Gamboa et al. (2009)
References
Table 1. Continued.
Fixed wing
Span
Fixed wing
Fixed wing
Fixed Wing
Span
Span
Span
airfoil
Span
Span
Fixed wing
Fixed wing
Fixed wing
Rotary wing
Span
and gull
and sweep
and
shape
Fixed wing
Fixed wing
Category
Geometrical
parameters
Size
UAV
UAV
UAV
UAV
UAV
UAV
UAV
Vehicle
Pneumatic
Pneumatic
SMP hinge
Variable RPM
(main rotor)
Servos
Electric motor
Rotary mechanical
system
Actuation
Hybrid (rigid
and flexible)
Flexible
Sliding
Sliding
Flexible
Hybrid (rigid
and flexible)
Skin
Performance (L/D)
Performance (L/D)
Performance (L/D)
Performance (L/D)
Performance (CD)
Performance (L/D)
Control (roll)
Performance (L/D)
Performance (L/D)
Performance (L/D)
Purpose
Numerical
8
Prot.
8
8
8
8
8
WT
8
8
8
8
8
FTB
Experimental
Investigation
832
S. BARBARINO ET AL.
833
Morphing Aircraft
Table 2. Planform morphing: Chord.
Vehicle
Investigation
Experimental
Authors
Perkins et al. (2004)
Reed et al. (2005)
Leon et al. (2009)
Leon and Gandhi
(2009)
Barbarino et al.
(2010b)
Khoshlahjeh et al.
(2010, 2011)
Geometrical
Year parameters Category
Chord
Chord
Chord
Chord
Size
Actuation
DC motor
Skin
Purpose
Fixed
wing
Rotary
wing
UAV
Performance
(flight envelope)
Rotary
wing
Rotary
wing
Helicopter DC motor
Rigid
Investigation
Experimental
References
Geometrical
parameters
Marmier and
Wereley (2003)
Neal et al.
(2004, 2006)
Alemayehu et al.
(2004, 2005)
Hall et al. (2005)
Span and
sweep, twist
Span and
sweep
Sweep
Sweep
Span and
sweep
Sweep
Sweep
Category
Size
Fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
UAV
Pneumatic
Rigid
UAV
Pneumatic and
electromechanical
DC motor
and servos
Sliding
Sweep and
span
Span and
sweep
Fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
Sweep and
span
Fixed
wing
Span and
sweep
Span and
sweep
Sweep
Fixed
wing
Fixed
wing
Fixed
wing
UAV
Actuation
Skin
Servos
Numerical
Prot.
WT
FTB
Performance
(L/D)
Performance
(L/D)
Performance
(L/D)
Performance
(L/D)
Performance
(L/D)
Sliding
MAV
MAV
Purpose
Rigid
Performance
(L/D)
Control (turn
radius and
crosswind
rejection)
Pneumatic
UAV
DC motor
UAV
Rotary
mechanical
system
Electric motor
UAV
Hybrid
(rigid and
flexible)
Flexible
SMP hinge
Pneumatic
UAV
SMA
Performance
(power
consumption)
834
S. BARBARINO ET AL.
Morphing Aircraft
835
836
S. BARBARINO ET AL.
Morphing Aircraft
Reed et al. (2005) used an interpenetrating rib mechanism to change the chord length by means of miniature
DC motors and lead screws. They used partial rib structures that could slide through a central slotted box and
alter the chord-wise position of the leading and trailing
edges. The ribs were designed to support camber bending due to the aerodynamic loads; an additional flexible
honeycomb could be attached to these ribs to maintain
the airfoil shape. The smooth operation of the mechanism under aerodynamic loads and maintaining the
chord-wise bending stiffness are significant challenges.
The added weight and complexity of the design are disadvantages. A solution for the skin using SMPs was
suggested with thin wires for heating.
The application of smart materials to achieve chord
change has received little attention. The Cornerstone
Research Group experimented with dynamic modulus
foam (DMF) to alter chord length (Perkins et al.,
2004) and their goal was to achieve an 80% increase in
lift. DMF foam is a lightweight form of SMP with similar behavior. An SMP was proposed for the skin, to
accommodate large strains, and temperature activation
was realized using thin nichrome wires embedded in the
skin. Although the prototype wing section was able to
extend the chord upon heating, it could not return to its
original shape upon cooling because of the low recovery
stress of shape memory foams.
Leon et al. (2009) quasi-statically increased the chord
through the extension of a flat plate (named the trailingedge plate or TEP) through a slit trailing edge over a
section of a rotor blade. The objective was to increase
the maximum speed, altitude, and gross-weight, and
reduce the main rotor power near envelope boundaries.
The concept, referred to as the static extended trailing
edge (SETE) appeared to give better high-lift performance than trailing edge or Gurney flaps at high lift
coefficients. Simulation results, based on a UH-60 helicopter, indicated that in stall-dominated conditions,
increases of up to 3000 ft in the maximum altitude,
2400 lbs in the maximum gross-weight, and 26 knots in
the maximum speed, and reductions of up to 33.4% in
the rotor power, may be obtained. They also demonstrated the feasibility of a morphing X-truss mechanism
to actuate the extendable plate. Barbarino et al. (2010b)
extended this work by substituting the flat plate with a
morphing cellular structure, suitably designed to accommodate large deformations and undergo cyclic actuation. The chord may be increased by almost 30%. The
flexible pre-strained skin must maintain a smooth, continuous shape in the presence of aerodynamic loads, and
several methods to attach the skin to the cellular honeycomb were investigated. The inherent centrifugal force
was proposed for actuation, using a variable-speed main
rotor, thus reducing the overall complexity.
Khoshlahjeh et al. (2010, 2011) investigated the chord
extension of rotor blade for a utility helicopter, adopting
837
838
S. BARBARINO ET AL.
Morphing Aircraft
839
840
S. BARBARINO ET AL.
841
Morphing Aircraft
Table 4. Out-of-plane morphing: Twist.
Vehicle
Investigation
Experimental
References
Geometrical
parameters
Miller (1988)
Twist
Griffin and
Hopkins (1997)
Chen et al. (2000)
Twist
Twist
Twist
Pendleton et al.
(2000)
Wilson (2002)
Clarke et al.
(2005)
Kuzmina et al.
(2002)
Amprikidis et al.
(2004)
Cooper et al.
(2005)
Amprikidis and
Cooper (2003)
Cooper (2006)
Florance et al.
(2004)
Runge et al.
(2010)
Garcia et al.
(2003)
Stanford et al.
(2007)
Bartley-Cho et al.
(2004)
Guiler and
Huebsch (2005)
Majji et al. (2007)
Twist
Mistry et al.
(2008)
Vos et al.
(2008b, 2010)
Mistry et al. (2010)
Category
Fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
Size
Actuation
Skin
Advanced
fighter
Fighter
Hydraulic
Rigid
Advanced
Fighter
Fighter
Electric
motor
Mechanical
Flexible
Advanced
fighter
Hydraulic
Rigid
Rigid
Rigid
Purpose
Control
(Roll)
Control
(Roll)
Control
(Roll)
Control
(Roll)
Control
(Roll)
Numerical
Prot.
WT
FTB
Twist
Fixed
wing
Pneumatic
Rigid
Control
(Yaw)
Twist
Fixed
wing
Rigid
Performance
(CD)
Twist
Fixed
wing
Electric
MotorPneumatic
Hydraulic
Rigid
Control
(Roll)
Advanced
Fighter
Twist
Twist
Fixed
wing
MAV
Servo
Flexible
Control
(Roll)
Twist
Fixed
wing
Fixed
wing
Fixed
wing
Rotary
wing
Fixed
wing
Fixed
wing
UCAV
Ultrasonic
Motor
Servo
Stretchable
Flexible
Control
(Roll and Pitch)
Control (Roll,
Yaw, Pitch)
Servo
Elastomeric
Performance
Flexible
Control (Roll)
Rigid
Performance
Twist
Twist
Twist
Twist
Twist
UAV
Helicopter
Helicopter
Threaded
rod
Threaded rod
high-performance fighter aircraft at large dynamic pressures. In the AFW technology, the conventional control
surfaces were not used as primary control force-producing devices, but were used as aerodynamic tabs to control the aeroelastic twist of the wing. The wing
aeroelastic twist was used to produce the required roll
moments for control. This allowed the aircraft to operate beyond the dynamic pressure where conventional
aileron reversal begins. The AFW program was followed
by the Active Aeroelastic Wing (AAW) research program, funded jointly by the US Air Force and NASA.
In the AAW program, the AFW technology was
842
S. BARBARINO ET AL.
Table 5. Out-of-plane morphing: Twist and rigid-body rotation with piezoelectric actuation.
Vehicle
Investigation
Experimental
References
Crawley et al.
(1989)
Barrett
(1990, 1992a, b)
Ehlers and
Weisshaar
(1990, 1992)
Barrett et al.
(1997)
(Mothra)
Barrett et al.
(1996)
(Gamara)
Barrett et al.
(1998)
(Kolibri)
Barrett and
Stutts (1998)
Barrett et al.
(1998, 2001)
(LuMAV)
Sahoo and
Cesnik (2002)
Cesnik and
Brown (2003)
Detrick and
Washington
(2007)
Geometrical
parameters
Bending
and twist
Twist
Camber
and twist
Category
Size
Actuation
Skin
Purpose
Flexible
Performance
Numerical
Prot.
WT
FTB
Fixed wing
PZT
Rotary wing
and missiles
Fixed wing
PZT
PZT
Rotation
Fixed wing
Small UAV
PZT
Flexible
Rigid
Control
(Yaw and
pitch only)
Control
Twist
Rotary wing
Small UAV
PZT
Rotation
Rotary wing
(tethered)
MAV
PZT
Rigid
Control
Rotation
Missiles
PZT
Rigid
MAV
PZT
Rigid
Performance
(CL)
Control
Rotation
Rotary wing
Twist
Fixed wing
UCAV
PZT
Flexible
Control (roll)
Twist
Fixed wing
PZT
Flexible
Control (roll)
Twist
Fixed wing
Joint-wing
Sensorcraft
UAV
PZT
FlexibleSliding
Control (roll)
843
Morphing Aircraft
Table 6. Out-of-plane morphing: Twist and rigid-body rotation with SMA actuation.
Vehicle
Investigation
Experimental
References
Geometrical
parameters
Category
Size
Actuation
Twist
Fixed wing
Twist
Twist
Rotary wing
Rotary wing
Advanced
fighter
Helicopter
Tiltrotor
SMA
SMA
Twist
Twist
Fixed wing
Rotary wing
Fighter
Tiltrotor
SMA
SMA
Twist
Twist
Fixed wing
Rotary wing
Tiltrotor
SMA
SMA
Sliding
Flexible
Twist
Twist
Fixed wing
Rotary wing
SMA
SMA
Flexible
Helicoptor
SMA
Skin
Rigid
Purpose
Numerical
Prot.
WT
FTB
8
8
8
8
Control (roll)
Performance
8
8
8
8
8
Performance
8
8
8
8
8
8
Performance
(CL)
(References: Caldwell et al. (2007); Geometrical parameter: Twist; Category: Rotary wing; Actuation: SMA; Purpose: Performance; Investigation: Numerical)
Investigation
Experimental
References
Abdulrahim and
Lind (2004)
Geom.
parameters Category
Gull
Fixed
wing
Size
MAV
Actuation
Linear
actuator
Bourdin et al.
Dihedral
(2008, 2010)
Gatto et al. (2010)
Shelton et al.
Dihedral
(2006)
Flying
wing
Fixed
wing
UAV
Fixed
wing
UCAV
Electrical
actuator
Fixed
wing
Fixed
wing
UAV
Servo
Narrow
body
transport
aircraft
Servo
Supekar (2007)
Dihedral
(wing
folding)
Dihedral
Ursache et al.
(2007, 2008)
Dihedral
Dihedral
Dihedral
Fixed
wing
Fixed
wing
Servo
Skin
Numerical Prot.
WT
FTB
Performance
Performance
(SAR)
Control (roll
and turning flight)
Performance
(SAR, take-off, and
landing distances)
Flexible
(nylon film)
Control
(Flight
dynamics)
Flexible
Control
(carbon fiber) (multi-axis
control)
Performance
(range,
endurance, L/D)
Elastomer
Performance
Corrugated
Narrow body
transport
aircraft
Purpose
844
S. BARBARINO ET AL.
Investigation
Experimental
Authors
Wiggins et al.
(2004)
Manzo et al.
(2005)
Manzo and
Garcia (2010)
Lazos and
Visser (2006)
Sofla et al. (2010)
Geometrical
parameters
Category
Span-wise
bending
Span-wise
bending
Fixed wing
Span-wise
bending
Span-wise
bending
Fixed wing
Fixed wing
Fixed wing
Size
UAV
UAV
Actuation
SMA and
DC motor
SMA
partially funded by the European Community, developed active aeroelastic design concepts to exploit structural flexibility in a beneficial manner to improve the
aircraft efficiency (Kuzmina et al., 2002; Simpson
et al., 2005). One of these novel concepts is the allmoving vertical tail (AMVT) with a variable torsional
stiffness attachment. The AMVT concept provides a
smaller and lighter fin while maintaining stability and
control effectiveness at a wide range of airspeeds. The
AMVT employed a single attachment and the position
of the attachment can be adjusted in the chordwise
direction relative to the position of the center of pressure
to achieve aeroelastic effectiveness above unity
(Amprikidis et al., 2004). The 3AS project also investigated a variety of variable stiffness attachments and
mechanisms for the AMVT concept, including a pneumatic device (Cooper et al., 2005). Amprikidis and
Cooper (2003) and Cooper (2006) investigated two
AAS concepts that modified the static aeroelastic twist
of the wing by modifying its internal structure. The first
concept exploited the chord-wise translation of an intermediate spar in a three-spar wingbox to vary its torsional stiffness and the position of the shear center.
The second concept was similar to the VSS concept
and used rotating spars to vary the torsional and bending stiffnesses, and also the shear center position.
Prototypes of the concepts were built and tested in a
wind tunnel to examine their behavior under aerodynamic loading.
Ajaj et al. (2011a, b) investigated the adaptive torsion
structure (ATS) concept to control the static aeroelastic
twists of the wing. Their concept has a wingbox with two
spars, where the webs of the spars can translate inward
to vary the torsional stiffness and the position of the
shear center. This allows the external aerodynamic
flow to induce aeroelastic twist deformation on the
Skin
Stretchable
Flexible
Purpose
Numerical
Prot.
WT
FTB
Performance
Performance
(Drag)
Performance
(L/D)
Performance
(L/D)
Morphing Aircraft
mechanism could allow a swept wing tail-less aircraft to fly in cruise without the added drag of built
in washout or winglets normally used to prevent
adverse yaw during maneuvering. Tests showed that
lift-to-drag ratio could be improved by 15% compared
to an elevon-equipped wing with built-in 10 of
washout.
Majji et al. (2007) studied a wing consisting of an
elastic wingbox structure (ABS plastic material) covered
with an elastomeric skin. The wingbox was rigidly coupled to four concentric tubes, which were independently
attached to the wing at four locations along the span.
The outer tubes passed through the inner tubes and were
connected to servomotors at the wing root. The wing
could be twisted by the arbitrary rotation of the tubes.
It was shown that the angle of attack envelope of the
twisted wing was increased because the tip section stalled
later than the inner sections.
Vos et al. (2008b, 2010) investigated a novel mechanism to actively control wing twist. A longitudinal slit
was introduced along the entire span of the wing, and a
threaded rod mechanism was positioned near the slit to
induce relative displacement between the upper and
lower skin. This induced warping of the wing and
hence modified its twist distribution.
Mistry et al. (2008) examined the twisting of an Ibeam spar through the application of differential loads
(Vlasov Bimoments) applied at the tip of a variable-twist
helicopter rotor blade. By clamping the web of the spar
at the root, while leaving the flanges free to warp, the Ibeam will have no warping restraint, and displays the
reduced torsion stiffness of a freefree beam, producing
larger twist deformations. Mistry et al. (2010) examined
a warp-induced twist concept to achieve a large quasistatic twist of a helicopter or tilt-rotor blade. The concept employed a cylindrical spar with rotating ribs with
the ribs attached to the skin, which was slit along the
trailing edge. Warping the skin then produced twisting
of the blade section. A threaded rod near the trailing
edge implemented warp actuation. During warp actuation, the torsion stiffness reduced and the blade
twisted easily. However, without power, the threaded
rod effectively produced a closed section with high torsional stiffness. A prototype based on this concept was
built and tested, and the results show tip twist variations
of up to 18 .
Runge et al. (2010) developed a novel method to control the wing twist by modifying the internal structure of
the wing using a mechanical system to change the shear
center position relative to the aerodynamic center, although details of the internal mechanism were
not provided. Their method is similar to the approach
used by Amprikidis and Cooper (2003) and Cooper
(2006). A full demonstrator was built and tested to
verify the ability of the concept to control the twist of
the structure.
845
846
S. BARBARINO ET AL.
ribs and achieved wing twist using levers and a piezoelectric actuator. This design suffered from limitations
because the wing skin was attached directly to the ribs
and so stiffened the wing. The second concept used onepiece ribs interconnected by a truss structure. Wing
twisting was accomplished by varying the length of
some of the truss structure members. The ribs had rollers in contact with the skin to allow sliding, and so avoid
stiffening the wing.
Wilbur and Wilkie (2004) proposed an active twist
rotor (ATR) concept with active fiber composites piezocomposite actuators. The concept can reduce vibration
and noise, and reduce the rotor power requirements by
23% and improve its performance by 1%.
Shape Memory Alloy Actuation of Twist and
Rigid-Body Rotation
The Smart Wing program of DARPA, AFRL,
NASA, and Northrop Grumman (Martin et al., 1998;
Kudva and Carpenter, 2000) realized an UCAV by integrating SMAs within a morphing wing. This experimental study implemented both shape memory alloy (SMA)
torque tubes for wing twist and flexible leading and
trailing edges actuated by SMA wires. The SMA
torque rods were connected to a torque transmission
rod to transfer the loads to the wingbox. Martin et al.
(1998) provided a detailed description of the design,
integration, and testing of the mechanism.
Barrett et al. (2001) introduced the pitch active SMA
wing UAV with a 2 m span. This flight-tested fixed-wing
aircraft had SMA wires that changed the pitch of the
main wings. The SMAs caused a rigid-body rotation of
the wings. Nam et al. (2002) used SMA spars to replace
the mechanically actuated VSS concept to enhance the
aeroelastic performance of the wing. They adopted
active property tuning where the SMA was embedded
without plastic elongation. Therefore, no internal stresses are induced, and the SMA varies its stiffness. A wing
model based on the F-16 demonstrated that the SMA
spar can further amplify the aeroelastic forces and significantly enhance roll performance compared to the traditional VSS concept. Furthermore, locating the SMA
spar toward the trailing edge maximized the improvement in roll rate in comparison to the traditional VSS
concept (61%).
Elzey et al. (2003) developed an antagonistic shape
morphing structural actuator, comprising a cellular flexible core sandwiched between SMA face sheets that
induced curvature upon heating. The core was an assembly of modular elements able to rotate relative to one
another (vertebrate structure); hence, the actuator could
reverse its shape without any bias mechanism to provide
the elastic restoring force. A prototype wing was built in
which the vertebrate actuators were incorporated as
ribs. The wing also twisted by asymmetric actuation of
Morphing Aircraft
847
produce a high-torque SMA actuator for the rotor environment. The actuator provided approximately 250
twist transitions during 75 h of testing with no loss of
performance or operational anomalies.
Pagano et al. (2009), within the European
Friendcopter project, investigated the control of a
rotor blade twist using an SMA-based device to extend
the flight envelope of the helicopter. An SMA rod was
pre-twisted to achieve a martensitic phase and then integrated in the span-wise direction within the blade structure at different positions. When heated, the SMA
actuator transmitted a torque couple which induced
twist into the blade. A prototype was been built and
tested, and achieved a maximum angular rotation of
6 , with a corresponding transmitted moment of
21.6 Nm.
Dihedral/Gull
Recently variable dihedral/gull wings have aroused
much interest because of their ability to enhance aircraft
performance and flight control. A variable dihedral wing
can: control the aerodynamic span; replace conventional
control surfaces; enhance the agility and flight characteristics of high-performance aircraft; reduce the
induced drag (by changing the vorticity distribution);
and improve the stall characteristics.
The IS-1 fighter, designed by Nikitin-Shevchenko in
1932, was one of the first applications of variable dihedral wings, and was capable of out-of-plane morphing
from a bi-plane to a monoplane to operate at high speed.
The XB-70 supersonic bomber also used a form of threedimensional wing morphing. This design used outer
wing panel rotation to control the lift-to-drag ratio at
both low subsonic and supersonic speeds.
Abdulrahim and Lind (2004) studied the flight
dynamics and characteristics of a variable gull-wing
morphing MAV. They used a hinged spar structure to
split the wing into inboard and outboard partitions and
vary the dihedral angle of each partition. A vertical
linear actuator controlled the angle of the inboard spar
via a telescoping shaft to prevent binding. The angle of
the outboard spar was passively controlled via a
mechanical linkage connected to the fuselage. During
actuation, the linkage caused the inboard and outboard
sections to deflect in opposite directions.
Shelton et al. (2006) studied the benefits of active multiple winglets for a UAV. The use of actively controlled
winglets can enhance the low-speed performance and
maneuverability of the vehicle and can increase the
range and endurance of the vehicle by up to 40%.
As part of the MAS program, Lockheed Martin
developed the folding wing (Z-wing), where the span
length, aspect ratio, and effective sweep angle may be
varied (Skillen and Crossley, 2008a). The folding wing
design incorporates hinged joints at two span-wise
848
S. BARBARINO ET AL.
Span-wise Bending
Another way to achieve a continuous out-of-plane
wing morphing is through the biologically inspired
hyper elliptic cambered span (HECS) concept, developed by NASA researchers. Manzo et al. (2005) investigated two approaches to allow shape morphing of a
furled HECS wing. The first approach employed
a tendon-based spool system that was actuated using a
DC motor, while the second approach used an SMA
system. Manzo and Garcia (2010) studied the aerodynamic benefits of a furled and a planar (rigid) HECS
wings, in contrast to an elliptical rigid wing. A wing
was constructed that could mimic a furled HECS profile
by splitting the wing into five segments across the span.
The shape morphing of the HECS wing was achieved
using SMA-actuated segments that were powered in
tandem using closed-loop feedback control. Wiggins
et al. (2004) investigated the feasibility of a singledegree-of-freedom mechanism to continuously morph
a flat wing to a non-planar shape. Their scissor-like
mechanism used a repeating quaternarybinary link
configuration to translate the motion of one wing segment to the next. The mechanism was synthesized such
that only one actuator displacement to the first linkage
was required to deform all the segments.
Sofla et al. (2010) developed a morphing wing concept
where the wing can flex laterally in a continuous fashion
and is similar to the HECS wing concept. A prototype,
made from carbonepoxy and actuated using SMAs,
was built to examine the performance of the actuators.
The prototype showed excellent and smooth movement
under applied representative loads. A three-dimensional,
parametric aerodynamic analysis was also conducted to
evaluate the effect of the reconfigured wing shape on the
lift and drag coefficients. The power consumption of a
typical UAV was estimated from the aerodynamic performance of the wing. The numerical results showed
considerable benefits of the wing morphing concept.
Supekar (2007) designed a morphing wing concept
with adjustable span and gull angles. The gull angle
was controlled using a servomotor and bell-crank
arrangement, whereas the outer wing allowed an
increase in span.
Summary
Out-of-plane morphing is probably the least common
type of morphing solution, perhaps with the exception
of wing twist. Twist is the oldest shape morphing, but
was discarded for almost 80 years to prevent aeroelastic
problems. Advances in aerospace materials (composites)
have made twist morphing possible, for example with
the AFW research program. Following the AFW program, large numbers of research projects across the
world have investigated methods and techniques to
Morphing Aircraft
AIRFOIL ADJUSTMENT
Airfoil adjustment is mainly concerned with camber
variation, although there is also some research concerned with thickness change. Tables 911 summarize
the literature available, with an additional categorization using the adopted activation method/strategy. In
aerodynamics, camber represents the effective curvature
(or shape) of an airfoil. The term camber control simply
refers to the change of the curvature of the airfoil by
means of actuators. There are many methods that can be
implemented in order to effectively vary the camber. The
wing camber can change either on specific parts (leading
or trailing edge) or in a global manner, letting the entire
wing act as a unique control surface. The choice of actuators can be conventional (i.e., electromagnetic motors,
hydraulic, pneumatic, and actuators with moving
parts) or solid-state smart materials (i.e., piezoelectrics,
SMAs, rubber muscle actuators (RMAs), magnetostrictive materials, etc.). The actuation (whether it is induced
849
Fixed wing
Fixed wing
Fixed wing
Camber
Camber
Camber (TE)
Camber
Camber and twist
Camber
Camber
Camber (TE)
Camber (TE)
Camber (TE)
Camber (TE)
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Fixed wing
Camber
Camber and twist
UAV
Transport
MAV
UAV
Transport
MAV
Transport
Transport
UAV
MAV
Fighter UAV
Servo
Servo
Servo
Active
Servo
Pneumatic
Servo
Fixed wing
Fixed wing
Hydraulic
Transport
Linear-wave motor
Motor
Electro-hydraulic
Actuation
Pneumatic
Fixed wing
Transport
Fighter
Size
Camber
Camber (TE)
Camber (TE)
Monner (2001)
Monner et al. (1998)
Campanile (2008)
Campanile and Sachau (2000)
Ifju et al. (2001)
Bartley-Cho et al. (2004)
Fixed wing
Camber
Fixed wing
Fixed wing
Fixed wing
Camber
Camber
Category
Boeing (1973)
de Camp and Hardy
(1984)
Bonnema and Smith
(1988)
Smith and Nelson (1990)
Smith et al. (1992)
Powers et al. (1992)
Szodruch and Hilbig (1988)
References
Geometrical
parameters
Vehicle
Flexible
Rigid
Membrane
Rigid
Flexible
Flexible
Rigid
Flexible
Stretchable
Flexible
Stretchable
Flexible
Membrane
Flexible
Flexible
Rigid
Rigid
Rigid
Rigid
Flexible
Skin
Performance
(L/D)
Performance
(L/D)
Control (roll)
Performance
(CL)
Performance
(CL, CLmax)
Performance
(CL, range)
Performance
(CL, CLmax)
Performance
(L/D)
Performance
(CL, CLmax)
Performance
(CL, CLmax)
Performance
(L/D, CLmax)
Performance
(L/D)
Performance
(CD, Range)
Control and
performance
(L/D, CLmax)
Purpose
Numerical
8
8
8
8
Prot.
8
8
8
8
8
8
8
8
8
8
FTB
(continued)
WT
Experimental
Investigation
850
S. BARBARINO ET AL.
Fixed wing
Fixed wing
Fixed wing
Camber (TE)
Camber (TE)
Camber (TE)
Camber
Camber (TE)
Camber (TE)
Camber (LE)
Camber (TE)
Camber (TE)
Ricci (2008)
Miller et al. (2010)
Shili et al. (2008)
Wildschek et al. (2008)
Boria et al. (2009)
Fixed wing
Fixed wing
Fixed wing
Rotary wing
Fixed wing
Rotary wing
Camber (LE)
Fixed wing
Category
Camber
Geometrical
parameters
Size
Small UAV
UAV
Transport
Transport
MAV
Transport
Vehicle
References
Table 9. Continued.
Servo
Electromagnetic
Servo
Servo and
hydraulic
Motor
Actuation
Flexible
Rigid
Flexible
Flexible
Flexible
Flexible
Flexible
Flexible
Flexible
Skin
Performance
(L/D, range)
Performance
(CL, CLmax)
Performance
(CD)
Performance
(L/D)
Performance
(L/D)
Performance
(CLmax)
Purpose
Numerical
Prot.
8
8
WT
Experimental
Investigation
8
8
8
8
FTB
Morphing Aircraft
851
852
S. BARBARINO ET AL.
Table 10. Airfoil morphing: Camber with SMA (and similar) actuation.
Vehicle
Investigation
Experimental
Authors
Roglin and
Hanagud (1996)
Roglin et al. (1996)
Kudva et al. (1996b)
Martin et al. (1999)
Florance et al.
(2003)
Kudva (2004)
Sanders et al. (2004)
Beauchamp and
Nedderman (2001)
Chopra (2001)
Epps and
Chopra (2001)
Singh and
Chopra (2002)
Strelec et al. (2003)
Alasty et al. (2004)
Benavides and
Correa (2004)
Madden et al. (2004)
Yang et al. (2006)
Mirone (2007)
Mirone and
Pellegrino (2009)
Song and Ma
(2007)
Brailovski et al.
(2008)
Peel et al. (2009)
Chou and Philen
(2008)
Popov et al. (2008)
Seow et al. (2008)
Abdullah et al.
(2009)
Barbarino et al.
(2007)
Icardi and
Ferraro (2009)
Lv et al. (2009)
Barbarino
et al. (2010a)
Geometrical
param.
Category
Size
Actuation
Skin
Camber
(TE)
Rotary wing
UAV
SMA
Rigid
Camber
Fixed wing
Fighter
UAV
SMA
Flexible
Camber
Rotary wing
Wind mill
SMA
Flexible
Camber
(TE)
Rotary wing
SMA
Camber
Fixed wing
SMA
Flexible
Camber
(TE)
Camber
(TE)
Camber
(TE)
Camber
Fixed wing
SMA
Flexible
Fixed wing
SMA
Flexible
Rotary wing
PPy
Rigid
Fixed wing
Marine
Propeller
Small UAV
SMA
Flexible
Camber
Fixed wing
UAV
SMA
Flexible
Camber
(TE)
Thickness
Fixed wing
UAV
SMA
Purpose
Performance
(CLmax)
Performance
(CL)
Performance
(L/D)
Performance
(L/D, CLmax)
Performance
(L/D)
Performance
(CL)
Performance
(L/D)
Num.
Prot.
WT
FTB
Fixed wing
SMA
Flexible
Camber
Camber
(TE)
Thickness
Fixed wing
RMA
FMC
Flexible
Flexible
8
8
8
8
8
Fixed wing
SMA
Flexible
Camber
(TE)
Camber
and
thickness
Thickness
Camber
Camber
(TE)
Camber
and twist
Camber
(TE)
Fixed wing
Small UAV
SMA
Stretchable
UAV
SMA
Flexible
Fixed wing
Transport
SMA
Flexible
Fixed wing
UAV
SMA
Corrugated
and stretchable
Fixed and
rotary wing
Fixed wing
SMA
Transport
SMA
Stretchable
Performance
(CD)
Performance
(L/D)
853
Morphing Aircraft
Table 11. Airfoil morphing: Camber with piezoelectric (and similar) actuation.
Vehicle
Investigation
Experimental
Authors
Spangler and
Hall (1990)
Lazarus et al.
(1991)
Pinkerton and
Moses (1997)
Lee (1999)
Chopra (2001)
Koratkar and
Chopra (2000)
Lee and Chopra
(2001a, b)
Bernhard and
Chopra (2001)
Geissler et al.
(2000)
Munday and
Jacob (2001)
Straub et al.
(2001, 2009)
Wang et al.
(2001)
Barrett (2002)
Barrett and
Tiso (2004)
Barrett et al.
(2005) (XQ-138)
VT Senior
Design, Eggleston
et al. (2002)
Vos et al.
(2007, 2008a)
Geometrical
parameters
Camber
(TE)
Camber
and twist
Camber (LE)
Camber
Camber (LE)
Camber and
thickness
Camber (TE)
Camber and
twist
Camber
Category
Size
Rotary
wing
PZT
Fixed
wing
Rotary
wing
Fixed
and
rotary
Fixed
wing
Rotary
wing
Fixed
wing
Rotary
wing
Actuation
PZT
Skin
Purpose
Numerical
Prot.
WT
FTB
Rigid
Control
Flexible
Performance
(CL, Weight)
Performance
(L/D, CLmax)
Control and
performance
Membrane
PZT and
magnetostrictive
PZT
Rigid
PZT
Membrane
PZT
Flexible
Fighter
UAV
UAV
PZT and
others
PZT
Flexible
Flexible and
membrane
Performance
(L/D, CLmax)
Performance
and control
Camber
Fixed
wing
Small
UAV
PZT, SMA,
servo
Flexible
Camber
Rotary
and
fixed
wing
Fixed
wing
Rotary
wing
Rotary
and
fixed
wing
Fixed
wing
Fixed
wing
Fixed
wing
Small
UAV
PZT
Membrane
Small
UAV
PZT
Flexible
PZT
Flexible
Small
UAV
PZT
Flexible
UAV
PZT
Flexible
UAV
PZT
Membrane
Small
UAV
PZT
Flexible
Bilgen et al.
(2007, 2009)
Grohmann et al.
(2006, 2008)
Bilgen et al.
(2009, 2011a)
Camber (TE)
Paradies and
Ciresa (2009)
Wickramasinghe
et al. (2009)
VT Senior
Design, Butt et al.
(2010a), Bilgen
et al. (2011b)
Camber
Camber (TE)
Camber
Camber (TE)
Camber (TE)
Control (roll)
Performance
(L/D, CLmax)
Control (roll,
pitch, and yaw)
854
S. BARBARINO ET AL.
Morphing Aircraft
855
856
S. BARBARINO ET AL.
Morphing Aircraft
industry) are discrete and rotating leading- and trailingedge controls. While some of those mentioned (earlier)
may already be in use (i.e., leading electrolyte (LE) and
trailing electrolyte (TE) devices), those that focus on
morphing the complete airfoil to provide control of
the aircraft are still in development and are more interesting. Complete camber morphing offers huge potential
for advancement in the way modern and future aircraft
perform; however, due to its complexity, this method is
often utilized in small unmanned aircraft. In this section,
attention is given to camber morphing for fixed-wing
and rotary aircraft in the subsonic regime to achieve a
smooth variation of the airfoil shape using lumped (not
distributed) actuator systems.
Boeing (1973) presented an advanced technology variable-camber wing wind tunnel test in the NASA Ames
14-ft transonic wind tunnel. The wing had simple hinged
leading- and trailing-edge flaps but also smooth and
curved variable-camber flaps. Large improvements
over standard airfoil performance were obtained, but
the device was mechanically complex in the wing interior. Starting from the mid-80s, the researchers at
Boeing (de Camp and Hardy, 1984; Bonnema and
Smith, 1988; Smith and Nelson, 1990) integrated, on
board a military aircraft, a device capable of controlling
the wing curvature by means of an automated control
system. The goal was to optimize performance according
to the external wing pressure loads. This program,
named Advanced Fighter Technology Integration
(AFTI)/F-111, was promoted by NASA in collaboration
with the USAF. The F-111 wing was suitably modified,
adopting six independent sections for the trailing edge
(three for each wing, based on sliding panels for the
lower surface and flexible panels made of glass fiber
for the upper one) and two for the leading edge in flexible composite; all these surfaces were commanded by
electro-hydraulic actuators. Flight tests were conducted
on the AFTI/F-111 aircraft and confirmed the performance increase: 2030% range enhancement, 20% aerodynamic efficiency growth, and 15% increase of wing
airload at a constant bending moment. Bonnema and
Smith (1988) presented the comparative analysis
between Mission Adaptive wings and aircrafts with
fixed wings under the research program. Smith et al.
(1992) focused mainly on integration of the variablecamber control into the aircraft and assessed the performance and reliability. Powers et al. (1992) presented
additional flight test results from the Mission Adaptive
Wing program.
Szodruch and Hilbig (1988) presented a variablecamber wing concept to reduce drag and hence fuel consumption of a transport aircraft. The research gave
various wind tunnel results on wings of different cambers, wing design philosophy, systems requirements, and
finally the benefits of new wing concept. Austin et al.
(1997) proposed an adaptive trailing edge actuated by a
857
858
S. BARBARINO ET AL.
Bartley-Cho et al. (2004) presented the smooth variablecamber wing that was applied in a Northrop Grumman
UCAV test model (part of the Smart Wing Program,
discussed in the next section). The unmanned aircraft
demonstrated high actuation rate (80 /s), large deflection (20 ), hinge-less, smoothly contoured control surfaces with chord-wise and span-wise shape variabilities.
Ultrasonic (piezoelectric material driven) motors were
used as actuators. van Dam (2002) presented a comprehensive review of recent developments in aerodynamic
design and analysis methods for multi-element high-lift
systems on transport airplanes. Attention was given to
the associated mechanical and cost problems since a
multi-element high-lift system must be as simple and
economical as possible while meeting the required aerodynamic performance levels.
Poonsong (2004) designed and implemented a multisection wing model based on the NACA 0012 airfoil,
capable of variable curvature. Each rib was divided
into six sections, each able to rotate up to 5 with respect
to the previous one without significant discontinuities on
the wing surface. The camber change was obtained by
means of pneumatic actuators. Wind tunnel tests
showed that the lift produced by a similar wing was
comparable to that of the same one piece airfoil, but
the surface drag was higher due to the increased required
flexibility of the skin. Baker et al. (2005) and Baker and
Friswell (2006, 2009) proposed a compliant structure to
effect a change in airfoil camber. The trailing edge of the
airfoil section was morphed using a combination of 3 or
88 actuators placed within 14- or 1752-element truss
structures, respectively. The trusses supported and
defined the shape of the airfoil. The focus of the paper
was to select which truss elements to replace by active
materials capable of extending or contracting their
length while minimizing the required actuation strain.
Several optimization algorithms were evaluated the
best optimization being performed by a relatively timeconsuming genetic algorithm (GA). This sort of concept
is well suited to actuation by SMAs or piezoelectric
stacks.
Bornengo et al. (2005) examined a possible internal
wing structure that is adaptive to shape/camber changes.
The chiral honeycomb design differed from classical
wing box structures and presented unique structural
behavior in terms of its effective Poissons ratio. The
paper details the numerical finite element analysis
models used to better predict a homogenized material
behavior. It was determined that the material would
change camber with changes in flow speed. Gern et al.
(2005) proposed the replacement of trailing-edge flaps
by distributed structural actuation. The power requirements for the actuation of the conventional flaps were
compared to that of the morphing wing design.
Lajux and Fielding (2005) developed a new methodology for wing leading-edge devices for variable camber
Morphing Aircraft
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S. BARBARINO ET AL.
Morphing Aircraft
861
NiTiNOL wires that could pull, upon electrical activation, the upper part of the wing trailing edge downward.
In a different application, Madden et al. (2004) varied
the camber of a marine propeller using polypyrrole actuators. These actuators behave like artificial muscle by
extending and contracting with voltage, and promise
to provide the actuation forces and strains required to
change the camber of the propeller foils. Two polypyrrole actuators operated as an antagonistic pair to operate tendons attached to the trailing edge of the foil. In
order to achieve the desired degree of strain, two concepts were compared; the two actuators were arranged
in the form of a bimetallic strip so as to complement
each other, or a lever arrangement was used. Both
these methods were examined by experimental testing.
Yang et al. (2006) presented the camber change of an
airfoil via the use of SMAs. A symmetric wing containing four pairs of SMA actuators was used in the wind
tunnel experiments. The smooth change in the camber
caused a significant lift increase with a small drag
penalty.
Mirone (2007) and Mirone and Pellegrino (2009)
investigated the ability of the wing to modify its crosssection (assuming the shape of two different airfoils) and
the possibility of deflecting the profiles near the trailing
edge in order to obtain hingeless control surfaces. Oneway SMA wires coupled to springs provided the actuation. The points to be actuated along the profiles and the
displacements to be imposed were selected so that they
satisfactorily approximated the change from one airfoil
to the other and resulted in an adequate deflection of the
control surface. The actuators and their performance
were designed to guarantee adequate wing stiffness in
order to prevent excessive deformations and undesired
airfoil shape variations due to aerodynamic loads. Two
prototypes were realized, incorporating the variable airfoil and the hingeless aileron features respectively, and
the verification of their shapes in both the actuated and
non-actuated states. The comparison of the real wing
profiles with the theoretical airfoil coordinates showed
a good performance of the actuation system. A significant trailing edge displacement, close to 10% of the wing
chord, was achieved in the experimental tests. Song and
Ma (2007) used SMA wires to control the flap movement of a model airplane wing mainly to achieve weight
reduction. Two SMA actuators were used in an antagonistic way. A sliding mode-based non-linear robust
controller was designed and implemented on a realtime data acquisition and control platform to control
the position of the flap. Experimental results show that
high control accuracy has been achieved for both the
position regulation and tracking tasks, even with uncertainties and disturbances.
Brailovski et al. (2008) considered a morphing wing
concept designed for subsonic cruise flight conditions
combining three principal sub-systems: a flexible skin,
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Static control of aerodynamic surfaces using piezoelectrics started in early 1990s. Lazarus et al. (1991)
examined the feasibility of using representative box
wing adaptive structures for static aeroelastic control.
Greater control authority and a lower weight penalty
are achieved using adaptive aeroelastic structures for a
variety of wing designs. In addition, the important
parameters associated with inducing curvature and
twist, to alter the lift on the airfoil, were determined:
the airfoil thickness ratio, the actuation strain produced
by the induced strain actuators, and the relative stiffness
ratio of the actuator to the wing skin for both camber
and twist control.
Pinkerton and Moses (1997) discussed the feasibility
of controlling the wing geometry employing a piezoelectric actuator known as thin-layer composite-unimorph
ferroelectric driver and sensor (known as the
THUNDER actuator). This morphing skin was used
to create a bubble in the skin of the airfoil near the
leading edge to extend the region of attached flow further toward the trailing edge. Such a capability would
expand the airspeeds over which the aircraft could maintain flight in general, but more importantly efficient
flight. Hysteresis non-linearity was observed in the voltage-to-displacement relationship.
Geissler et al. (2000) adopted piezoelectric materials
as the actuation element for a morphing leading edge;
however, in this case, the leading edge is an independent
element able to rotate around an internal hinge. This
technique was conceived and adopted for rotorcraft
morphing, due to the small size of actuators. Munday
and Jacob (2001) developed a wing with conformal curvature, characterized by a piezoelectric actuator internally mounted in a position to alter the upper surface
shape of the airfoil, resulting in a variation of the effective curvature. The concept allowed for the modification
of airfoil thickness and position of its maximum value.
The piezoelectric actuator (THUNDER) allows for a
continuously variable movement, thus resulting in both
static and dynamic shape change controls.
In 2001, Barrett (2002) introduced a convertible
coleopter UAV, capable of hovering like a helicopter,
and then transition nearly 90 to fly like an airplane.
The XQ-138 aircraft achieved yaw control through
deflections of its turning vane flaps, and pitch and roll
control were maintained by a set of cascading grid fins.
The aircraft was later fitted with the post-buckled-precompression (PBP) actuators (Barrett and Tiso, 2004).
Wang et al. (2001) presented results from the Smart
Wing Phase 2 program which demonstrated high-rate
actuation of hingeless control surfaces using several
smart material-based actuators. In the first study, several actuation concepts with different transducers were
modeled and analyzed. These concepts included distributed piezoelectric stack actuators with and without
hydraulic amplifiers and pumps, antagonistic tendon
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coupled structural fluid dynamics model that implemented constraints from available materials and
manufacturing. A scaled prototype wing was manufactured. The design model was validated with static and
preliminary dynamic tests of the prototype wing. The
qualitative agreement between the numerical model
and experiments was good. Dynamic tests were also performed on a sandwich wing of the same size with conventional aileron control for comparison. Even though
the roll moment generated by the active wing was lower,
it proved sufficient for the intended control of the UAV.
The active wing with piezoelectric flight control was one
of the first examples where such a design had been optimized and the numerical model had been validated in
experiments. Wickramasinghe et al. (2009) presented the
design and verification of a smart wing for a UAV. The
proposed smart wing structure consisted of a composite
spar and ailerons that had bimorph active ribs consisting
of MFC actuators. The actuation was enhanced by preloading the piezoceramic fiber actuators with a compressive axial load. The preload was exerted on the actuators
through a passive latex or electro active polymer skin
that wrapped around the airfoil.
Bilgen et al. (2010a, b) presented research to enable
solid-state aerodynamic force generation in highdynamic pressure airflow. A bi-directional variablecamber airfoil employing MFCs was presented. The
airfoil employed two active surfaces and a single solidstate four-bar (box) mechanism as the internal structure.
The unique choice of boundary conditions allowed variable and smooth deformation in both directions from a
flat camber line. The paper focused on actuation modeling and response characterization under aerodynamic
loads. First, a parametric study of the aerodynamic
response was used to optimize the kinematic parameters
of the airfoil. The concept was fabricated with MFC
actuators in a bimorph configuration for the active surfaces. Wind tunnel experiments were conducted on a
12.6% maximum thickness airfoil. Non-linear effects
due to aerodynamic and piezoceramic hysteresis were
identified and discussed. A lift coefficient change of
1.54 was observed and the results compared to conventional, zero-camber NACA and other airfoils. The variable-camber airfoil produced 72% higher lift curve slope
when compared to the lift curve slope of a symmetric
NACA 0009 airfoil. Bilgen et al. (2011a) presented a
surface-actuated variable-camber morphing airfoil
employing MFC actuators. The continuity of the airfoil
surface was achieved using a single substrate that wraps
around the airfoil shape. This substrate forms the surface of the airfoil and serves as the host material for the
two cascading bimorph actuators. A parametric study of
the fluidstructure interaction problem optimized the
geometric parameters and the boundary conditions of
the variable-camber airfoil. The coupled treatment of
the fluidstructure interaction allowed a design that
865
can sustain large aerodynamic loads. The paper identified the effects of four important structural parameters
to achieve the highest possible lift coefficient and lift-todrag ratio.
The 2010 Virginia Tech Wing Morphing Design Team
(Butt et al., 2010a, b; Bilgen et al., 2011b) developed a
completely servo-less, operational, wind-tunnel, and
flight-tested remotely piloted aircraft. The team members were able to develop lightweight control surfaces
and the necessary driving high-voltage DCDC converters, culminating in a landmark first flight on April
29, 2010. The morphing design replaced all the traditional servomotor-controlled surfaces with MFC-actuated surfaces in an effective manner and all systems
were powered with a single Lithium polymer battery.
This vehicle became the first fully solid-state piezoelectric controlled, non-tethered, flight-tested aircraft. The
MFC-actuated control surfaces did not employ any
rotating, moving, or multi-piece parts or mechanisms.
Kinematic or compliant mechanical amplification mechanisms were not employed, which resulted in a virtually
solid-state and practical aerodynamic control surface.
Summary
It is clear that the airfoil morphing, and more specifically camber morphing, is the dominant research topic
in subsonic aerodynamic applications when compared to
the planform and out-of-plane morphing methods. The
research in airfoil morphing (which includes camber and
thickness distribution changes) is dominated by the
camber morphing concepts. The categorization of
camber morphing by the method of actuation causes a
relatively distinct division of the size of the aircraft
where (1) conventional actuators are used in all aircraft
sizes (except sub-MAV scale), (2) SMAs are used in
rotorcraft blades and UAVs, and (3) PZTs are used
mostly in small UAVs and MAVs.
The most common actuation method in airfoil
morphing is conventional (lumped) actuators. Airfoil
morphing through conventional actuation has one
example in 1973 with the rest of the examples starting
from 1984. Of the total number of academic works, less
than a third of these papers provide wind tunnel and
flight tests. The applications are broad, ranging from
transport and fighter aircraft to small UAVs and
MAVs. The lumped actuation methods are servo- and
ultrasonic motors, and pneumatic and hydraulic devices.
Observing the number of papers, the range of actuators
and applications, it is important to note that these conventional (and lumped) actuation methods appear to be
able to provide the force and frequency requirements for
subsonic aerodynamic flight control. It is also observed
that the conventional actuators are almost solely used in
morphing of fixed-wing aircraft (and rarely in airfoil
morphing of blades of rotary-wing aircraft).
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The second most popular actuation method is SMAlike actuation where relatively large strains can be
applied by the contracting active elements. Although
SMAs are smart material actuators, due to their slow
frequency response (inherent due to the thermodynamic
heating and cooling behavior), they are used with conventional logistical systems. In most applications, where
a low-temperature thermal sink is not available, SMAs
are typically employed with relatively complex mechanical components (such as active fluidic cooling systems)
to speed up their thermodynamic behavior. Applications
of SMAs (and similar devices) vary between fighter aircraft, transport aircraft, and UAVs, both for fixed-wing
and rotary-wing configurations. The research has the
first example in 1994, and other examples of wind
tunnel testing in the 19942006 period. Only one flight
test has been achieved, where the application was a
rotary-wing UAV. Almost all the research employs theoretical analysis, whereas only half employs experimental (benchtop) validation. The research has been directed
mostly toward the fixed-wing application since 2003.
The third actuation method for inducing camber
change is via PZTs (which has typical characteristics of
high frequency, high load, and low strain). The research
in this area has examples since 1990, almost all having
theoretical analysis and benchtop and wind tunnel validation. There are four flight-tested aircrafts which are
all small UAVs. Equal attention is given to rotary- and
fixed-wing aircrafts. PZT actuation is directed mostly to
overall camber change of the airfoil, and specifically the
camber of the trailing section. No MAV applications are
presented for PZT actuation (mainly because flappingwing aircrafts are not considered in this review). PZTs
are good candidates for actuation in small UAVs and
MAVs due to the required high-frequency response.
Overall, the lack of benchtop and wind tunnel validation of the proposed airfoil morphing concepts is consistent for all actuation methods in the topic of camber
morphing (for subsonic aerodynamic applications). Due
to their inherent frequency response, SMAs are more
popular (and probably more attractive in the future)
for large vehicles such as transport aircrafts, where
PZTs are more popular (and desired) for small UAVs
and MAVs. For all applications and actuation methods,
the importance of the skin is usually overlooked because
the proposed concepts usually deal with 2D aerodynamic configurations. This could be one reason why
there are a significant number of wind tunnel evaluations, however only a few flight tests.
CONCLUSIONS
The field of shape morphing aircraft has attracted the
attention of hundreds of research groups worldwide.
Although many interesting concepts have been synthesized, few have progressed to wing tunnel testing, and
even fewer have ever flown. Wing morphing is a promising technology, because it allows the aerodynamic
potential of an aircraft wing to be explored, by adapting
the wing shape for several flight conditions encountered
in a typical mission profile. Moreover, the aero-elastic
deformations can increase the performance and maneuverability, and improve the structural efficiency.
Variable sweep has proven successful, particularly to
enable military aircraft to fly at supersonic speeds, albeit
with a large weight penalty. The current trend for highly
efficient and green aircraft makes this compromise less
likely to be acceptable, calling for innovative morphing
designs able to provide more benefits and fewer drawbacks. For military applications, the current level of performance required by the next-generation vehicles
cannot sustain this trade-off. In general, any successful
wing morphing system must overcome the weight penalty due to the additional actuation systems. Compared
to supersonic aircrafts, small or low-speed vehicles
require more dramatic wing variations to produce a
noticeable and practical change in their aerodynamic
properties.
The explosive growth of satellite services during the
past few years has made UAVs the technology of choice
for many routine applications such as border patrol,
environmental monitoring, meteorology, military operations, and search and rescue. For this and other reasons
(such as lower production costs, lower safety and certification requirements, and lower aerodynamic loads),
many investigations on wing morphing are focused
toward small or radio-controlled aircraft, i.e., UAVs.
This also offers a great opportunity to showcase and
test successful designs at an early stage, and to attract
industry attention to develop new technologies for largescale vehicles. However, manufacturers are still too
skeptical of the benefits to adopt morphing technologies
in the near future, as many developed concepts have a
technology readiness level that is still too low.
Recent advances in smart materials research, including developments in actuation technology, constitutive
laws and modeling, optimization and control, and failure prediction, demand more purposeful steps to progress variable-geometry small aircraft. The blending of
morphing and smart structures (defined as structures
capable of sensing the external environment, processing
the information and reacting accordingly) seems mandatory to enable innovative solutions to be realizable and
competitive with traditional designs, and overcome the
penalties associated with current morphing applications.
This integrated approach requires multi-disciplinary
thinking from the early stages of development, which
significantly increases the overall complexity even of
the preliminary design. Design interactions are more
problematic with morphing vehicles.
The future of morphing is uncertain. Technology programs (beyond basic research) need to be matched to
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