1. Introduction
With the growing market requirements for fuel economy, noise, and emissions of civil aircraft, the research of novel configurations for civil aviation, such as Blended Wing Body [
1,
2,
3,
4,
5,
6,
7], Double Bubble, Truss Braced Wing, Hybrid Wing body [
8], Box Wing [
9,
10], etc., have become the focus of the industry. Among them, the HWB is an aircraft concept that adopts the integration of the fuselage and wing [
11,
12,
13,
14]. This configuration can reduce the wet area of the aircraft, thereby reducing the aircraft drag and improving the operation economy. At present, the extension of aft-body is one of the main design trends of HWB concept [
15,
16], which is mainly to increase the control arm of HWB to improve its takeoff and landing performance and flight control authority.
However, the current research on this design trend has the following two problems: First, although it is now accepted that the aft-body extension is designed to improve the short fuselage HWB aircraft with control arms to promote its takeoff and landing performance and control authority. The effect of aft-body extensions on these two aspects of performance is rarely mentioned in today’s research, and there is uncertainty about the effect of aft-body extension on other basic flight-performance aspects, such as weight, while improving takeoff and landing and control authority. Moreover, there is a lack of planform design methods to obtain HWB civil configurations with different aft-body lengths. Therefore, this study developed a method to obtain an aft-body extension design from the perspective of planform optimization, and based on this method, this paper discusses the effects of aft-body extension on the HWB performance mentioned above, including weight, basic takeoff and landing performance, and flight control authority. Because of the high coupling between aerodynamic, weight, and stability-balance characteristics in the concept design of HWB, which come from its highly integration of lifting fuselage, wings, and control surfaces, this paper needs to establish an MDO design platform for the HWB and study the characteristics mentioned above based on this platform.
The MDO method has long been used in the design of new-concept civil aircraft. Boeing used the WingMDO tool for early BWB multidisciplinary optimization, which uses the traditional vortex lattice method for aerodynamic estimation and the single-beam simplification assumption for structural weight estimation. Through a multidisciplinary optimization approach, adjusting the planform, center body airfoil shape, and torsional distribution, Boeing optimized the design of the BWB450 to achieve a statically stable trim (static stability margin = 5%) [
17]. Lyu et al. established a high-fidelity multidisciplinary optimization platform based on the CFD (Computational Fluid Dynamics) method. Optimization constraints involve lift, trim, static stability margin, and the allowable bending moment of the central fuselage. In the aerodynamic module of MDO, a high-order model based on the Navier–Stokes equation is used. Due to the high-order aerodynamic calculation method, the shape of the aircraft does not change drastically during the optimization process, as the plane shape of the aircraft is not involved; only the spanwise torsion distribution of the wing is changed [
18]. Thomas comprehensively studied the influence of various stability constraints on a 100-seat BWB layout design. In this author’s research, a multi-objective optimization design framework was adopted. The optimization objective is not limited to cruise aerodynamic drag; it also combines the maximum/minimum takeoff weight [
19]. MingHui Zhang et al. discussed the impact of two key constraints —static stability margin and thrust-specific fuel consumption (TSFC)—on the HWB optimization results [
20].
According to previous studies on MDO aircraft, there are two conclusions. First, the multidisciplinary optimization design for an aircraft with blended wing and body can be divided into two types: planform change or not. The former includes the change of aircraft planform, and accordingly, its design space consists of parameters such as wing swept-back angle, wingspan, fuselage length and width, transition part width, etc., which can be used to realize the exploration of various potential configurations in the aircraft conceptual design stage. Due to the drastic changes in the aerodynamic shape, the kind of optimization is more suitable for using low-order aerodynamic models. The latter optimizes the layout of aircraft through parameters such as wing torsion distribution, cross-sectional airfoil, etc., under a fixed planform. Therefore, this kind of optimization is essentially a way of fine-tuning the aerodynamic shape based on a relatively fixed layout, and, thus, a high-order aerodynamic models can be used. Secondly, the static stability margin is a very important constraint in the MDO of HWB or BWB. Compared to the conventional TAW aircraft, the static stability margin has more influence on the resultant layout of HWB or BWB aircraft in the optimization due to the highly integrated wing-body.
In this paper, since the influence of the aft-body extension design on the main characteristics of the aircraft needs to be studied, a multidisciplinary optimization design with planform variation should be chosen, and the design space should include kinds of planform parameters. As for the optimization constraint, this paper adopts the longitudinal static stability margin as the main constraint for the following reason: there is a clear correspondence between the static stability margin and the planform of the aircraft, and the configurations with different planform (including different aft-body lengths) can be obtained by setting different static stability margin constraints in the optimization design.
Based on the above two premises, a physics-based MDO design planform was developed to obtain a family of configurations with different aft-body lengths of HWB by setting different static stability margins. Then, by evaluating, comparing, and analyzing the weight, basic takeoff, and landing performance, as well as flight control authority, of the aircrafts in the configuration family, we can obtain the influence of the aft-body extension design on the performance of the HWB civil aircraft, which provides advice for the layout design of the HWB civil aircraft.
2. MDO Optimization Platform
The optimization planform in this paper uses NSGAII (Nondominated Sorting Genetic Algorithm II) as the optimization algorithm, and the initial population is set to 120. NSGAII is a multi-objective optimization algorithm, and the optimization objectives in this paper are to maximize the cruise lift-to-drag ratio and minimize the maximum takeoff weight (MTOW). The whole optimization architecture is shown in
Figure 1 and contains five modules with three constraints. The five modules are described in detail in later sections, and here we introduce the three levels of optimization constraints: (1) The cabin area, with reference to the cabin density of conventional TAW civil aircraft [
21], should have a lower limit set to 300
for a 400-seat HWB civil aircraft. (2) There should be a clean configuration at cruise altitude and Mach number, meaning that the total aircraft pitch moment should be kept to zero when each control surface is in neutral position during cruise flight. (3) The stability and control constraint should be applied, which contains two aspects: One is the static stability margin constraint, which will largely determine the planform of the HWB, so by controlling the range of values of this constraint, different layouts of HWB configurations will be obtained. The other one is the basic control constraint, which is used to ensure that the resulting configuration is basically maneuverable. This constraint is determined by short-period frequency,
, and the control anticipant parameter,
, of the cruise state. The design has an acceptable maneuvering performance or not depending on whether the point
lies within the envelope of Class 2 flight quality.
In this paper, the inputs to the MDO design platform are nine aircraft planform geometry parameters that can determine the main features of the aircraft’s plan layout, and the lift-to-drag ratio, MTOW, and static stability margin of the design were set as output parameters. The entire MDO design program consists of five modules: geometry module, weight module, aerodynamic module, trim module, and stability and control characteristics calculation module. According to the
Figure 1, the data flow unidirectionally in the above five calculation programs; that is, only the result of the planform planning of the HWB will determine the inertial characteristics of the aircraft, while the planform and inertial characteristics will jointly determine the aerodynamic characteristics and S&C characteristics of the aircraft.
2.1. Geometry Module
As mentioned above, the input of the geometry module is also the input to the entire MDO design program, which is composed of 9 geometric parameters that determine the HWB planform; these 9 geometric parameters are shown in
Figure 2. The functionalities of the geometry module include settling down the HWB baseline of planform; spline interpolation of the baseline of the planform to make its profile smooth for subsequent aerodynamic calculations; planning the cabin area and calculating the cabin area; and planning the main structure dimensions to provide geometric parameters for subsequent mass calculations.
The 9 parameters of the geometry module together determine the planform of HWB aircraft, which consists of the center fuselage, the transition part, and the outer-wing section. In the specific calculation procedure, these 9 parameters are substituted into the geometric formulas to obtain the coordinates of eight points located in the aircraft construction coordinate system. These points are connected by straight lines to form the baseline of the planform (shown as black dashed lines in
Figure 2). After the baseline is determined, the leading and trailing edges of the transition part and the leading edge of the center fuselage in the baseline are interpolated by cubic spline interpolation, and the resulting smooth profile (as shown by the solid black line in
Figure 2) can be used in the subsequent trim and aerodynamic calculation modules.
The geometry module not only determines the planform of the aircraft but also divides the internal area of the aircraft for subsequent structural estimation. In the geometry module, the planform of the aircraft is divided into three parts: the yellow area is the passenger cabin area; the red area is the aft-body area, which is mainly used for the structural bearing of the engine weight; and the green area is the simplified shape of the outer-wing section (as shown in
Figure 3).
2.2. Weight Module
The weight module is a key part of the multidisciplinary optimization design, which will be used to estimate the mass of the configuration and its distribution and, thus, determine important parameters such as center of mass and moment of inertia, the results of which will also affect the static stability margin. The total mass of the aircraft includes the mass of several major components, including the structural mass, propulsion system, fixed airborne equipment, landing gear, fuel, crew, and cargo. The location of the center of mass of the entire aircraft is derived by combining the masses of the above major components and their locations.
The total mass of the aircraft is calculated by the following regression equation:
The first five items on the right hand of the above equation are the structural masses of the whole aircraft, specifically the mass of the cabin part of the center body, the mass of the aft-body of the central fuselage, the mass of covers and webs, and the mass of ribs of the outer wing, which will change with the different parameters of the planform; the subsequent items are the items corresponding to the propulsion system, fixed airborne equipment, landing gear, fuel, crew, and cargo, which are set as constant values in the calculation. However, the positions of these parts have an influence on the calculation of the rotational inertia and the position of the center of mass of the entire aircraft.
The structural mass corresponding to the central body is divided into two parts, namely the cabin part and rear part, for which the mass calculation method of these two parts is given in the literature [
22].
The two terms corresponding to the structural mass of the outer wing and transition part can be estimated by a method based on empirical equations, which is similar to the estimation methods of traditional wing [
23]. Moreover, the masses of covers and webs in outer wing and transition part are as follows:
Furthermore,
is the ratio of allowable stress in the kink station between the transition part and center body to the allowable stress of the structural material:
The mass of the rib structure in the outer wing and transition part is calculated as follows:
As for the mass of the V-tail, the calculation can refer to the following equation:
where
is the aircraft design speed and
is the wing area of the V-tail.
The coordinates of the center of mass of each major mass part are varied with the value of the planform geometric parameters, and the distribution of the main mass part is shown in the
Figure 4. Based on the mass of each main part and its position, the total mass and moment of inertia, as well as the position of the center of mass of the entire aircraft, can be derived.
2.3. Aerodynamic Module
The main function of the aerodynamic module is to construct the aerodynamic model of the studied configuration, and the built aerodynamic model is then used for the aerodynamic calculation in the trim module and stability and control module. The optimization calculation in this paper has the following characteristics: first, the aircraft planform changes very drastically for the need of exploring different planform layout aircraft; second, the optimization process requires aerodynamic calculations for many cases. Based on the above two characteristics, this paper adopts the low-order method based on the potential flow theory, i.e., the vortex lattice method, for aerodynamic calculations. AVL (Athena Vortex Lattice), a general software for aerodynamic analysis based on the vortex lattice method, is used, which can realize fast and automatic calculation of aerodynamic characteristics of aircraft of different configurations in the form of batch files. Since the AVL calculation of aerodynamics requires the meshing of the aircraft geometry, it needs the whole aircraft’s shape information, which can be provided by the geometry module. Due to the limitation of theoretical assumptions, the vortex lattice method is only available for the calculation of lift and lift-induced drag, but not the calculation of friction drag and form drag. Therefore, this paper needs to introduce the FRICTION code based on the classical flat plate theory as a supplement to the vortex-lattice-method aerodynamic calculation software to realize the calculation of friction drag and form drag. This part of the calculation does not require the aircraft planform information; it requires only the average aerodynamic chord length and the airfoil parameters of three segments of the HWB, as well as the reference area of entire aircraft.
As mentioned before, the AVL calculation requires aircraft-shape information, which consists of two parts. The first part is the planform-shape information, which can be concretely reflected in the mesh model of AVL software, as shown in
Figure 5. The planform shape is determined by the coordinates of the leading and trailing edges of several chordal sections, which are derived from the aircraft’s planform curves’ output by the geometry module.
The second part is the airfoil, which corresponds to the three fuselage segments of the HWB civil aircraft—the center body, the blending area, and the outer wing. Each segment of the fuselage selects the corresponding airfoil according to its own functional characteristics
Figure 6 [
24]. The center fuselage airfoil is selected based on the following considerations: The first consideration was to choose an airfoil with both a suitable lift coefficient and the ability to achieve longitudinal aerodynamic moment balancing. For this purpose, an airfoil with a reflected camber design was selected, which allows the aerodynamic loads to be unloaded at the trailing edge of the airfoil to achieve pitch moment balancing. The second is the demand for a reasonable span-wise distribution of lift on the aircraft. Since the chord length of the center fuselage is longer than the other two segments, if the lift coefficients of the three airfoils are similar, the lift contributed by the center fuselage per unit span length will be excessive, and such a lift distribution is not conducive to drag reduction. So, the lift coefficient of the center fuselage airfoil should not be too large if the configuration is to obtain a reasonable lift distribution along the span. The transition-part airfoil, which is close to a symmetric airfoil, is used to achieve the airfoil transition between the outer wing section and the center fuselage. For the outer wing, a supercritical airfoil with a positive camber trailing-edge is used to ensure the transonic performance of the aircraft. In addition, the relative thickness of each airfoil is set with reference to the airfoil thickness distribution in the literature [
25]; that is, the spanwise thickness to chord ratio in the center fuselage section is 8% on average and reaches a maximum at the point of 0.16 of the full aircraft span, while the spanwise thickness-to-chord ratio of the outer-wing airfoil section is maintained at 8%. In addition, to ensure a positive zero-lift moment and aircraft balance, the airfoil twist needs to show a certain spanwise distribution, as shown in the
Figure 7 where the center fuselage airfoil has a positive twist and the outer-wing airfoil has a negative twist. The flight conditions of the aerodynamic module are shown in
Table 1, including the flight Mach number and altitude.
2.4. Trim Module
In the trim module, the first step is to trim the longitudinal forces of the design aircraft at cruising altitude and Mach number with zero deflection of the control surfaces to obtain the aircraft cruise attack angle. If the pitch moment of the aircraft is not zero at this attack angle, instead of using the control surface to trim the pitch moment, the longitudinal position of center of mass (derived from the weight module) is translated along the direction of the construction axis of the aircraft to achieve the trim of the longitudinal moment to maintain the neutral position of the control surface and thus to acquire a clean cruising configuration, and the translated distance is obtained by the Equation (7):
In engineering practice, considering that the capability of aircraft to adjust position of center of mass is limited, the translation distance must be less than 7% of the average aerodynamic chord length in this procedure. Moreover, if exceed this limit, it is determined that the design aircraft cannot satisfy the constraint of longitudinal aerodynamic moment trim at cruising state in the case of neutral position of control surface, and the optimization calculation should skip this cycle.
2.5. Stability and Control Characteristics’ Calculation Module
In the stability and control characteristics’ calculation module, firstly a group of pitch moment and lift coefficients are calculated at ±0.4°, ±0.8°, and ±1.2° of the cruise attack angle which is derived from the trim module. Based on the above group of data, we can fit the curve of lift coefficient and pitch moment coefficient with the angle of attack, the slope of the fitted curve is
and
. Subsequently,
is obtained according to Equation (8), and the static stability margin is obtained after changing the sign of
:
Based on the equilibrium state points derived in the trim module, the linearized equations of small perturbations in the form of state space are obtained, and the corresponding short-period frequency, , and the control anticipant parameter, , are calculated. These two parameters are later used in the judging session as evidence for determining whether the aircraft has basic control authority, as mentioned above.
2.6. Validation of the Modules of MDO Platform
The SAX40 is selected to verify the three main calculation modules of MDO constructed in this paper for the following reasons: first, SAX40 is like the HWB aircraft studied in this paper in terms of seat stage and cross section airfoil; secondly, SAX-40 has more detailed mass and aerodynamic data to provide reference. The selected verification data include MTOW, cruise lift coefficient, drag coefficient, trim angle of attack, and so on. As can be seen from
Table 2, the error between the calculated value and the reference data is within an acceptable range.
3. Optimization Results
As mentioned in
Section 2, this paper intends to set different static stability margin constraints in the optimization calculation to obtain different degrees of aft-body extension design of HWB planform based on the significant influence of static stability margin on the planform of HWB aircraft. Specifically, the static stability margins in the range of −0.1–0.2 are divided into four intervals, namely −0.1–0, 0–0.05, 0.05–0.1, and 0.1–0.2, and then these four intervals are applied as constraints to four optimization tasks. The results of the optimization calculation are shown in
Figure 8. Moreover,
Figure 8 includes the scatter plots of the four sets of optimization results; each set of results corresponds to a specific static stability margin constraint range, where the blue points form the pareto frontier of each set of optimization calculations, the red points indicate that the sample point does not satisfy the optimization constraints, and the black points indicate that the sample point satisfies all the optimization constraints.
The pareto frontiers of the four sets of optimization results are extracted and placed in the same coordinate system, and the points corresponding to these four pareto frontiers at k = 23.5 (the red line shown in
Figure 9 are chosen to form the configuration family, which is used as the basis for the subsequent analysis. The four configurations of configuration family were named OPT1~4 according to the ascending order of static margin, and the planform of the configuration family is shown in
Figure 10. We selected configurations according to a fixed lift–drag ratio, rather than the aft-body length, based on the following consideration: A single value of aft-body length on the pareto frontier may correspond to multiple combinations of lift–drag ratio and weight and one combination may pareto dominate the other one, which made it difficult to choose a proper configuration from these combinations. So, we must determine the value of lift–drag ratio or weight before the choice of configuration for analysis. Considering that the lift–drag ratio is a more general parameter than weight, the data from other HWB designs can be used as a reference. At present, the cruise lift–drag ratio of HWB is generally between 22 and 24. [
26,
27] Combined with the calculation results in this paper, the design lift–drag ratio is determined to be 23.5.
Figure 10 shows that, for the HWB configuration, the smaller the longitudinal static stability margin, the more forward the outer wing moves, and the longer the aft-body length is. The fundamental reason for this phenomenon is that the aft-body extension design causes a larger shift of the center of mass backward compared to the aerodynamic center. This difference in offset distance results in lower static stability margins for configurations with aft-body extensions and higher static stability margins for short fuselage configurations.