A New Science
The first 50 years of powered human flight were marked by a desire to always go faster and higher. At first, the daredevils-be they racers or barnstormers-drove this. By the end of the 1930s, however, increases in speed and altitude were largely the province of government-the cost of designing and building the ever-faster aircraft was becoming prohibitive for individuals.
As is usually the case, war increased the tempo of development, and two major conflicts within 30 years provided a tremendous impetus for advancements in aviation. By the end of World War II the next great challenge was in sight: the "sound barrier" that stood between the pilots and supersonic flight.
Contrary to general perception, the speed of sound was not a discovery of the 20th century. Over 250 years before Chuck Yeager made his now-famous flight in the X-1, it was known that sound propagated through air at some constant velocity. During the 17th century, artillerymen determined that the speed of sound was approximately 1,140 feet per second (fps) by standing a known distance away from a cannon and using simple timing devices to measure the delay between the muzzle flash and the sound of the discharge. Their conclusion was remarkably accurate. Two centuries later the National Advisory Committee for Aeronautics^1 (NACA) defined the speed of sound as 1,117 fps on an ISO standard day, although this number is for engineering convenience and does not represent a real value.-12!
The first person to recognize an aerodynamic anomaly near the speed of sound was probably Benjamin Robins, an 18th-century British scientist who invented a ballistic pendulum that measured the velocity of cannon projectiles. As described by Robins, a large wooden block was suspended in front of a cannon and the projectile was fired into it. The projectile transferred momentum to the block, and the force could be determined by measuring the amplitude of the pendulum. During these experiments, Robins observed that the drag on a projectile appeared to increase dramatically as it neared the speed of sound. It was an interesting piece of data, but there was no practical or theoretical basis for investigating it further.-13!
The concept of shock waves associated with the speed of sound also predated the 20th century. As an object moves through the atmosphere, the air molecules near the object are disturbed and move around the object. If the object passes at low speed (typically less than 200 mph), the density of the air will remain relatively constant, but at higher speeds some of the energy of the object will compress the air, locally changing its density. This compressibility effect alters the resulting force on the object and becomes more important as the speed increases. Near the speed of sound the compression waves merge into a strong shock wave that affects both the lift and drag of an object, resulting in significant challenges for aircraft designers.!41
Austrian physicist Ernst Mach took the first photographs of supersonic shock waves using a technique called shadowgraphy. In 1877 Mach presented a paper to the Academy of Sciences in Vienna, where he showed a shadowgraph of a bullet moving at supersonic speeds; the bow and trailing-edge shock waves were clearly visible. Mach was also the first to assign a numerical value to the ratio between the speed of a solid object passing through a gas and the speed of sound through the same gas. In his honor, the "Mach number" is used as the engineering unit for supersonic velocities. The concept of compressibility effects on objects moving at high speeds was established, but little actual knowledge of the phenomena existed.-131
None of these experiments had much impact on the airplanes of the early 20th century since their flight speeds were so low that compressibility effects were effectively nonexistent. However, within a few years things changed. Although the typical flight speeds during World War I were less than 125 mph, the propeller tips, because of their combined rotational and translational motion through the air, sometimes approached the compressibility phenomenon.-131
To better understand the nature of the problem, in 1918 G. H. Bryan began a theoretical analysis of subsonic and supersonic airflows for the British Advisory Committee for Aeronautics at the Royal Aeronautical Establishment. His analysis was cumbersome and provided little data of immediate value. At the same time, Frank W. Caldwell and Elisha N. Fales from the Army Air Service Engineering Division at McCook Field in Dayton, Ohio, took a purely experimental approach to the problem.171 To investigate the problems associated with propellers, in 1918 Caldwell and Fales designed the first high-speed wind tunnel built in the United States. This tunnel had a 14-inch-diameter test section that could generate velocities up to 465 mph, which was considered exceptional at the time. This was the beginning of a dichotomy between American and British research. Over the next two decades the United States—primarily the NACA—made most of the major experimental contributions to understanding compressibility effects, while the major theoretical contributions were made in Great Britain. This combination of American and British investigations of propellers constituted one of the first concerted efforts of the fledgling aeronautical community to investigate the sound barrier. 181
Within about five years, practical solutions, such as new thin-section propeller blades (made
practical by the use of metal instead of wood for their construction) that minimized the effects of compressibility, were in place. However, most of the solution was to avoid the problem. The development of reliable reduction-gearing systems and variable-pitch, constant-speed propellers eliminated the problem entirely for airplane speeds that were conceivable in 1925 because the propeller could be rotated at slower speeds. At the time, the best pursuit planes (the forerunners of what are now called fighters) could only achieve speeds of about 200 mph, and a scan of literature from the mid-1920s shows only rare suggestions of significantly higher speeds in the foreseeable future. Accordingly, most researchers moved on to other areas.-19
The public belief in the "sound barrier" apparently had its beginning in 1935 when the British aerodynamicist W. F. Hilton was explaining to a journalist about high-speed experiments he was conducting at the National Physical Laboratory. Pointing to a plot of airfoil drag, Hilton said, "See how the resistance of a wing shoots up like a barrier against higher speed as we approach the speed of sound." The next morning, the leading British newspapers were referring to the "sound barrier," and the notion that airplanes could never fly faster than the speed of sound became widespread among the public. Although most engineers refused to believe this, the considerable uncertainty about how significantly drag would increase in the transonic regime made them wonder whether engines of sufficient power to fly faster than sound would ever be available.-110!
John Stack, head of the Compressibility Research Division at NACA Langley, was one of the driving forces behind the original set of experimental airplanes, such as the Bell X-1 and Douglas D-558 series. Although he lent expertise and advice to the groups developing the X-15, he remained in the background and did not repeat the pivotal roles he had played on earlier projects. (NASA)
characteristics of the test sections. However, the beginning of the Second World War increased the urgency of the research. Therefore, on a spring morning in 1940, John V. Becker and John Stack, two researchers from the NACA Langley Memorial Aeronautical Laboratory in Hampton,
Virginia,11 drove to a remote beach to observe a Navy Brewster XF2A-2 attempting to obtain supercritical aerodynamic data in free flight over Chesapeake Bay. After it reached its terminal velocity in a steep dive—about 575 mph—the pilot made a pull-up that was near the design load factor of the airplane. This flight did not encounter any undue difficulties and provided some data, but the general feeling was that diving an operational-type airplane near its structural limits was probably not the best method of obtaining research information.-112!