1. Introduction
Gust and turbulence loads are critical scenarios in the flight load requirements outlined by civil aviation regulations. The distribution of gust loads across the entire aircraft must be assessed to evaluate structural strength and safety from the preliminary design stage to the civil aircraft design certification stage. Gust load limits are a crucial criterion in aircraft design.
According to civil aviation regulations [
1,
2,
3], the evaluation of limit gust loads must be conducted through dynamic analysis within the aircraft’s flight envelope, accounting for unsteady aerodynamic characteristics and all critical structural degrees of freedom, including rigid body motions. The stiffness of the aircraft is a significant factor influencing gust loads. With the increasing size of modern civil aircraft and the extensive use of composite materials, the airframe’s flexibility has risen, amplifying the impact of inertial force and aerodynamic force in gust analysis. This change alters the relationship of inertial force, aerodynamic force, and gust-induced aerodynamic force, resulting in different gust loads of flexible aircraft compared with rigid aircraft analyses, and the difference depends on the aircraft’s stiffness.
Regarding the importance of aircraft stiffness on gust load, Castrichini et al. [
4] investigated the effect of exploiting the folding wingtips in flight as a device to reduce dynamic gust loads with the introduction of a passive nonlinear negative stiffness hinge spring. It was found that significant reductions in the dynamic loads are possible with different structure stiffnesses. This study focuses mainly on the local stiffness difference, so the influence of wing stiffness on gust load will not be discussed. Ricci and Scotti [
5] performed the analytical activity to design a gust alleviation system on an unconventional flexible three-surface aircraft using the rigid modes and the elastic modes of the aircraft to show the gust alleviation effect with control law. Stiffness in this paper is the factor considered by the control law, and the gust load difference between flexible aircraft and rigid aircraft is not discussed. Guo et al. [
6] developed a methodology for calculating the flight dynamic characteristics and gust response of free flexible aircraft in a coupled numerical tool based on Computational Fluid Dynamics (CFD) and Computational Structure Dynamics (CSD). The coupled way is not suitable in engineering, and the relationship between the gust load of rigid aircraft and flexible aircraft is not presented in this paper. Su and Cesnik [
7] investigated the dynamic response of highly flexible wings. Their structural model is a strain-based finite element framework. The aerodynamic model is based on the 2D finite inflow theory and includes stall and unsteady effects. The effect of stiffness is not included in this paper, and the method is not suitable in engineering. Gov and Karpel [
8] developed a novel model integration using a modal formulation with a 3D nonlinear structural dynamic model for the effective study of very flexible structures under gust load. The presented modal formulation links linear segments with nonlinear coupling terms to perform large geometric nonlinear analysis. This method is also not suitable in engineering, and the stiffness effects were not discussed.
In the context of considering gust loads in aircraft design with composite materials, Wang et al. [
9] developed an aeroelastic optimization framework in 2022 for the preliminary design of variable stiffness composite wing structures. This framework minimizes wing mass by optimizing lamination parameters, laminate thickness, and wing jig twist distribution during aeroelastic tailoring. The load conditions considered include the limit gust load case, underscoring the importance of stiffness design for composite wings and its close relationship with gust loads. This study focuses on gust load as a restrictive load condition for wing stiffness design and will not delve into the composition of gust loads or the effects of stiffness on gust load.
The study of the structure stiffness’ impact on gust load is also crucial for developing the civil aircraft fatigue test load spectrum. In 1972, Boeing’s fatigue program explicitly highlighted the need to consider the dynamic magnification effect of gust loads when determining equivalent gust loads in the fatigue test environment [
10]. The gust analysis with rigid and flexible degrees of freedom was still important for the fatigue analysis in Boeing in 2024 [
11]. The same practice is also recognized by the Chinese aviation industry. Min et al. [
12] emphasized that in the fatigue analysis of civil aircraft, particularly for flight profiles, including cruise, the dynamic magnification factor of gust loads for flexible aircraft relative to rigid aircraft should be accounted for. They provided a method for calculating this dynamic magnification factor to guide the compilation of fatigue load spectra. Recently, Kemper [
13] introduced two different frequency-based levels of simplification for the future codification or engineering design work. The level 2 simplification in this paper is denoted as the damage equivalence factor approach, considering the influence of wind characteristics and structural dynamic properties on fatigue life. Rajpal et al. [
14] developed a numerical design methodology for optimizing composite wings subject to gust using static and dynamic experiments to assess the effect of fatigue on the aeroelastic performance of the wing and validate the analytical fatigue model. In this paper, the fatigue process resulted in degradation of the wing stiffness, leading to the change in the aeroelastic response of the wing, and a current knockdown factor was produced for a lighter wing compared with the traditional knockdown factor considering the degradation in stiffness over its design life. Simon et al. [
15] developed a method for the continuous estimation of structural aircraft loads from recorded flight data for fatigue analysis. The responses of different gust zones under different gust gradients were used to solve the inverse problem. In conclusion, examining the differing response processes of rigid and flexible aircraft is essential for effective fatigue load spectrum compilation and fatigue analysis.
When the aircraft encounters gust excitation, the nose enters the gust first, followed by the empennage, resulting in a phase difference in gust excitation across different components. The structure vibrates under the excitation of gust-induced aerodynamic force. The gust load is the interaction result of inertial force, aerodynamic force, and gust-induced aerodynamic force. It is important to note that, for both elastic and rigid aircraft, the external forces under gust excitation must always include inertial force, aerodynamic force, and gust aerodynamic force. The inertial force and the aerodynamic force are caused by the free movements and vibration of the aircraft under gust excitation.
Additionally, the aerodynamic force and gust-induced aerodynamic force are unsteady forces that can be simulated in both time and frequency domains. The methods for analyzing unsteady aerodynamic forces can be categorized into the strip method, panel method, and Computational Fluid Dynamics (CFD) method [
16]. The strip method, which originated in the 1930s [
17], is known for its simplicity and fast computational speed for the unsteady aerodynamic force of two-dimensional incompressible fluid flow. Shams et al. [
18] established a nonlinear aeroelastic response model for slender wings based on the Wagner function in 2008, and Masrour et al. [
19] conducted an unsteady response analysis of flexible aircraft with nonlinear structures using the Wagner function in 2023. However, the strip method has limitations in calculating the unsteady aerodynamic forces of the three-dimensional compressible fluid flow on the complex surfaces of the actual aircraft. The panel method is effective and simple for engineering, dividing the aircraft surface into a large number of boxes with fundamental solutions, i.e., source, eddy, and doublet [
20]. The doublet-lattice method [
21] and the Unsteady Vortex-Lattice Method (UVLM) [
22] are the commonly used panel methods. The doublet-lattice method, which was first developed by Albano and Rodden [
23] and then enhanced by Rodden [
24,
25,
26], is also implemented in the aerodynamic force of gust analysis in the business software MSC.Nastran and Zaero. The UVLM is a time-domain method used for the unsteady aerodynamic force, capable of coupling analysis with the structure geometric nonlinear analysis [
27,
28], and the UVLM has not been widely used in thousands of gust analysis cases in engineering.
Numerous researchers have employed CFD to perform fluid–structure coupling calculations of gust loads [
29,
30]. However, the CFD method is time-consuming and not practical for analyzing the thousands of gust cases encountered in engineering. As a result, these methods have not been widely adopted in engineering applications. Conversely, the doublet-lattice method applied to plane elements is widely used in engineering due to its efficiency in calculating unsteady aerodynamic forces in the frequency domain [
31,
32,
33]. After obtaining the aerodynamic forces using the aforementioned methods, gust loads can be determined through fluid–structure coupling analysis in both the time domain and frequency domain, where the aircraft structure stiffness influences the inertial force and the aerodynamic force in gust load analysis.
Research on gust load analysis for rigid aircraft began as early as 1988. Hoblit [
34] provided a function for the gust response of rigid aircraft, focusing solely on the heaving motion. This approach, derived from solving the differential equation of motion with the quasi-steady and unsteady treatments of the aerodynamic forces, has proven useful in engineering applications. However, due to the omission of pitch motion, Hoblit’s method lacks sufficient accuracy in simulating unsteady aerodynamic force and unsteady gust-induced aerodynamic force. Even when replacing the aerodynamic calculation method with CFD, it is essential to account for the coupling effects of aerodynamic forces and structural dynamics response on gust load calculations. In other words, regardless of the accuracy of the aerodynamic calculations, it is critical to include sufficient degrees of freedom in gust load analysis. For rigid aircraft, this means incorporating all free modes, while for flexible aircraft, elastic modes must be superimposed onto the rigid modes.
As noted earlier, gust response in engineering is typically analyzed in frequency-domain methods using the doublet-lattice method for aerodynamic forces. Regarding gust load establishment, Karpel et al. [
35] utilized the modal approach in 1995 to analyze flexible, dynamic loads in response to impulsive excitation. This approach involves constructing first-order, time-domain equations of motion in generalized coordinates, both with and without considering unsteady aerodynamic effects. The dynamic loads associated with structural responses are expressed using the mode displacement (MD) method and the summation-of-forces (SOF) method. The key advantage of the SOF method is its ability to distinguish between different types of external forces and accumulate these forces, providing better convergence speed compared to the MD method. The phase and magnitude relationships of the three types of forces determine the gust load, and this method is less influenced by local load excitations. On the other hand, the MD method focuses on establishing a specific stiffness matrix and structural deformation, which is not constrained by the type of dynamic response analysis. However, the MD method requires a higher number of modes for accurate results, exhibits slower convergence speed, and is more susceptible to local excitation effects. Despite these limitations, the MD method remains applicable for gust load analysis.
When using the MD method to extract internal loads for gust analysis, the process involves multiplying the element stiffness matrix by the relative deformation of the element. This method is well suited for stick models with beam elements under gust excitation. However, it is not applicable for the gust analysis of rigid aircraft to deduce the internal load based on the deformation of the structure, as the structural elements in such aircraft are rigid and lack relative deformation. Consequently, the gust load cannot be determined using the MD method in this case. Therefore, the SOF method remains more practical for analyzing gust loads in rigid aircraft.
However, the SOF method is not always preferred. Firstly, when the structural force transmission path is complex, it can be challenging to determine how to accumulate external forces using the SOF method. Secondly, the SOF method typically requires considerably more computational time and storage space compared to the MD method. Lastly, the MD method offers advantages in obtaining specific section loads for structures, with localized stiffness defined at particular sections.
To address the difficulties associated with the MD method in gust load analysis, this paper presents the following three solution approaches: (1) rigid modes analysis, (2) secondary processing based on elastic modes, and (3) analysis with enlarged stiffness. All these three methods yield consistent results and effectively resolve the issue of extracting internal loads for rigid aircraft. These approaches can be extended to other gust response calculations that do not use the doublet-lattice method for aerodynamic forces calculation and other dynamic response calculations where the aerodynamic forces are absent.
Regarding the effects of gust dynamic magnification factors in civil aircraft fatigue analysis, this paper establishes a model of a typical single wing with a high aspect ratio; analyzes the resonant coupling effects of inertial force, aerodynamic force, and gust-induced aerodynamic force using the doublet-lattice method; and determines the dynamic gust load amplification factor of flexible aircraft relative to rigid aircraft. The results indicate the following:
At very low gust excitation frequencies, the response of flexible aircraft closely resembles that of rigid aircraft, exhibiting a quasi-rigid response. As the gust excitation frequency increases, the inertial force and the aerodynamic force of flexible aircraft significantly surpass those of rigid aircraft.
The three forces act in succession. The flexible aircraft experience a delay in the occurrence of extreme gust loads compared to rigid aircraft, with the delay time interval proportional to the gust excitation frequency.
The gust load of flexible aircraft is more affected by gust excitation frequency than rigid aircraft. Both loads change nonlinearly under different gust analysis frequencies with quite low values under low gust gradients than the ones under high gradients generally.
The maximum gust load of flexible aircraft under a certain range of gust analysis frequencies exceeds that of rigid aircraft, although this does not necessarily occur at the specific gust frequency.
The dynamic magnification factor is almost constant throughout the wing with a notable increase at the wing tip, which depends on gust excitation frequency and reaches its maximum value when the gust excitation frequency coincides with the first bending mode frequency, where the gust loads for both elastic and rigid aircraft also peak.
The study examines the coupling resonant effects of inertial force, aerodynamic force, and gust-induced aerodynamic force at different frequencies, providing a reference for the dynamic magnification effects of aircraft structure stiffness. The difficulty of the MD method in gust load analysis is resolved using the above methods. These three methods exhibit the suitable approaches and underlying principles of the gust magnification factor considering aircraft stiffness in engineering, with the relationship between the gust load of elastic aircraft and rigid aircraft revealed under different gust excitation frequencies. The above methods could be extended to gust analysis with other aerodynamic forces calculation methods and other dynamic response calculations without aerodynamic forces.
2. Methods
2.1. Gust Load Analysis Method for Flexible Aircraft
When the nonlinear characteristics of the structure are not pronounced, gust load analysis can be conducted using frequency-domain calculations. In the modal coordinate system, and without considering the deflection of the control surfaces, the aeroelastic analysis equation in the frequency domain for an open-loop flexible aircraft can be established as follows:
When the control surface deflection is considered, the closed-loop analysis equation is established as follows:
In Equation (2), is the generalized mass matrix; is the generalized rudder coupled inertial mass matrix; is a generalized damping matrix; is the generalized stiffness matrix; is the Mach number; is the speed of flight; is the reduction frequency where ; is the length of mean aerodynamic chord; is the generalized aerodynamic coefficient matrix; is the generalized aerodynamic influence coefficient matrix of control surface; is the circular frequency; is structural damping; is the atmospheric density; is the modal amplitude vector; and is the generalized coordinate corresponding to the deflection of the control surface, where the closed-loop relationship with q is established through the transfer function , i.e., . is the gust-induced aerodynamic force converted to the modal coordinate system.
According to the civil aircraft regulation discrete gust design criteria, the shape of the discrete gust is defined by a 1-COS function, as shown in
Figure 1.
Figure 1 illustrates the discrete gust velocity
with a gust velocity amplitude of 1 m/s and a gust gradient of 52.00 m. The gradient determines the gust excitation frequency. At the same flight speed, a larger gradient corresponds to a lower gust excitation frequency. While the 1-COS gust velocity shape is a standard form, actual gust excitation can take various forms. The frequency-domain gust excitation used in continuous gust analysis can also be converted into time-domain gust excitation [
36,
37]. The gust excitation velocity remains consistent at the same longitudinal position, but there is a phase difference in gust excitation between different longitudinal positions.
The Fourier transform is applied to the vertical time-domain gust excitation shown in
Figure 1 to obtain the frequency-domain representation. Using the doublet-lattice method, which is commonly employed in engineering, the aerodynamic surface model for gust analysis is established. The excitation function
in the modal coordinate system is then expressed as follows:
where
is the frequency calculation interval;
is the vector of the modal amplitude vector on the aerodynamic interpolation point
set;
is the integral matrix of the force and moment on each element;
is the aerodynamic coefficient matrix of the current frequency
, which can be obtained by the interpolation of
at the given frequency as several decreasing frequencies are usually given in gust analysis for interpolation.
and
are the longitudinal positions of the specific excitation point and the fixed gust reference point, respectively.
is the dot product of the unit vector in the normal direction of the aerodynamic panel element and the unit vector in the gust excitation direction;
is the Fourier transform of gust velocity in the frequency domain.
is the gust-induced aerodynamic force converted to the modal coordinate system. The excitation force
is the distribution value over the frequency interval
, taking into account the phase difference caused by the distance difference between
and
.
The generalized frequency-domain excitation value of discrete gust can be obtained by Equation (3). This value can also be output in matrix by adding the DMAP statement in MSC. Nastran, i.e., adding the following statement to the execution control segment. and are the same matrix.
COMPILE FREQRS SOUIN=MSCSOU LIST
ALTER ‘GUST CASES‘
OUTPUT4 PDFX,,,,//0/37/99//9
ENDALTER
The number 37 in the above contents is the FORTRAN unit number on which the
matrix will be written into. Other matrices in Equation (3) can be output using the DMAP statement [
38,
39] in MSC.Nastran. The aerodynamic coefficient matrix
is output by MSC. Nastran must be inverted before use. The inverted matrix
corresponds directly to the matrix
in Equation (3), preserving its intended meaning and application within the context of the equation.
In the frequency-domain analysis, the initial step is to obtain the frequency-domain response for the primary vibration of each mode. For the open-loop gust response, the response of h-the mode at a given frequency
is represented by Equation (4).
In Equation (4), both and are diagonal matrices, while is full matrix. There is a coupling effect between different modes in .
After obtaining the frequency-domain response for all modes, the next step involves calculating the response over a range of frequencies starting from 0 Hz. This is carried out by dividing the frequency range into
equal intervals of
. Using
as the uniform output time, the displacement and acceleration functions for all stations are then calculated, as shown in Equations (5) and (6).
In Equation (5), the integration is performed over a frequency range with 0 Hz and as the starting and ending points, respectively. These boundary points should be included in the integration, but only half of their response values ensure accurate calculation.
As the fundamental responses, displacement and acceleration represent the dynamic behavior of the structure at every moment. In the context of gust analysis, the cumulative load on the structure can be determined using two methods. The first method involves obtaining the element load by multiplying the element stiffness matrix by the displacement difference matrix between elements. This relationship is expressed in Equation (7).
Using the stick model with beam elements, the function for calculating the vertical bending moment and shear force with the element stiffness matrix
is given as follows:
where
is the length of the element;
is the vertical bending stiffness of the element; and the displacement difference matrix
between the elements takes the vertical displacement and deflection angle of the adjacent elements in turn. The principle is straightforward and will not be elaborated further. The symbols used in Equation (7) correspond to the actual coordinate system employed in the analysis.
Most of the aircraft structure can be established as beam elements including the fuselage, the wing, and the empennage. The advantage of using Equation (7) is its convenience and speed, allowing for the calculation of section loads when the element stiffness matrix is known. However, it has the drawback of slow convergence, and the accuracy of the results depends on the number and shape of the modes. When the number of modes is insufficient, the section load obtained may exhibit significant deviation.
Gust loads can be determined by accumulating the contributions from inertial force, aerodynamic force due to structural movement, and aerodynamic force induced by gust to address this issue. The frequency-domain response functions for these three types of forces are given by Equations (9)–(11).
where
is the mass matrix on the analytical freedom set, i.e., a-set;
is a transformation matrix from the a-set of structural analysis degrees of freedom to the k-set of aerodynamic interpolation degrees of freedom. The
matrix can be obtained using
matrix interpolation at different frequencies. The relationship between
and
is as shown in Equation (12).
where
and
are the real and imaginary parts of the differential matrix of downwash generated by aerodynamic surface elements due to structural deformation.
The time-domain responses corresponding to Equation (9), Equation (10), and Equation (11) are given by Equation (13), Equation (14), and Equation (15).
In Equations (13)–(15), the integration is performed over the frequency range from 0 Hz to , with half of the response values of these boundary points to ensure accurate integration.
To determine the cumulative load at a specific station caused by gust excitation, the section load can be obtained by summing the three forces described by Equations (13)–(15), according to the cumulative relationship of node freedom to the section load in the a-set of
Figure 2. The external cumulative forces are represented by Equation (16).
where
is the number of degrees of freedom of nodes in a-set included when accumulated to a specific station. The symbols used in Equation (16) correspond to the actual coordinate system employed in the analysis. As illustrated in
Figure 2, to determine the gust load at the cumulative station, the degrees of freedom of all structural nodes from the wing tip station to the cumulative station should be considered. By accumulating the three forces, the gust section load for the wing can be obtained. The symbols used in Equation (16) correspond to the actual coordinate system employed in the analysis. The same principle applies to handling gust loads for the fuselage and empennage. In Equation (16),
,
, and
are, respectively, the inertial force, the aerodynamic force caused by structural movement, and the gust-induced aerodynamic force in the time domain corresponding to the degree of freedom a in the a-set.
2.2. Gust Load Analysis Method of Rigid Aircraft
The movement of the aircraft structure is induced by gust excitation, and the resulting acceleration corresponds to the inertial force. For vertical gust excitation, the distinction between rigid and flexible aircraft lies in how the inertial force and aerodynamic force, resulting from structural movement, differ between the two models.
Given that is a full array in Equation (4) and the vibrations of different modes are coupled, calculating the gust load for a rigid aircraft cannot be accomplished by merely considering the primary vibration responses of the first six rigid body modes after obtaining the primary vibration responses from the elastic structural modes. The following three methods are proposed for calculating the gust load of rigid aircraft to address this issue.
The matrix required in Equation (16) is extracted by using the DMAP statement of MSC.Nastran. For other aeroelastic analysis software or programming processes, the approach remains consistent. Method 1 involves using only the first six rigid body modes to obtain the gust load. This approach can be achieved by setting up a gust analysis using rigid body modes in MSC. Nastran and applying the MONITOR card to obtain the cumulative section load. However, this method does not provide the internal load of the element, as there is no deformation in the structural elements of a rigid aircraft.
Method 2, described as a secondary process based on elastic modes calculation, involves the following steps,
Increase Stiffness: Since the structure stiffness of a rigid aircraft is theoretically infinite compared to the structure stiffness of a flexible aircraft after analyzing the gust load for the flexible aircraft, the stiffness of the flexible aircraft is assumed to be uniformly increased by a large factor, denoted as , using the modal mass normalization method.
Frequency Adjustment: If the flexible aircraft modes are calculated up to a natural frequency of Fmax, then the modes for the rigid aircraft should be calculated up to a frequency of .
Modal Consistency: The structural distribution stiffness remains unchanged, so the modal amplitude vector for both the elastic and rigid structure models remain consistent.
Gust Load Calculation: Equation (7) is used to determine the gust section load using the element stiffness matrix. Equation (16) is applied to compute the external force accumulation when the rigid aircraft encounters gusts.
The gust load calculated by this method is generally consistent with the gust load obtained by considering only the first six rigid body modes as described in Method 1. The reasons are analyzed as follows: after the stiffness of the flexible aircraft is uniformly increased by a factor of
, this process is equivalent to multiplying
by
, while maintaining modal mass normalization with
as the unit diagonal matrix. Consequently, the main vibration response of the mode described by Equation (4) transforms into Equation (17).
For the generalized stiffness matrix , the values of the first 6 orders of are 0, while in the actual calculation, the frequency should be a real number close to 0.
After multiplying by , the values of the first six orders of remain either zero or very close to zero. However, despite this multiplication of , the influence of elastic modes on rigid modes cannot be directly eliminated. The effect of this influence is dependent on the shape of the mode. Specific values and examples illustrating this impact are provided in a later subsection.
The for the elastic modes is non-zero. For a civil aircraft, where the first wing bending frequency is approximately 2 Hz, the corresponding modal stiffness value in is 16π2 (the value is 157.9), and the modal mass value in is 1, so is the dominant term. When multiplied by a larger factor , becomes the dominant term in the denominator of Equation (17), even though remains a full matrix. As a result, after multiplying by , the response of the elastic modes at each frequency point depends primarily on , and the value approaches zero.
After the above operations, the gust load in Equation (7) is given in the following form:
Considering the displacement time-domain response integration process described in Equation (5), after multiplying
by
, the displacement between elements
is given by Equation (19), and the section load
, based on
, is shown in Equation (20).
When
dominates the denominator in Equation (20), ignoring the influence of
and
, Equation (20) can be simplified as
After the numerator and denominator eliminate , Equation (21) is the static response result of the structure under gust excitation .
This process can also be derived using Equation (16). When in Equation (17) dominates and the vibration response corresponding to the elastic mode approaches zero, then the inertial force and aerodynamic force in Equation (16) include only the rigid modes. The gust-induced aerodynamic force is unaffected, allowing the gust section load to be obtained by considering only the rigid modes.
Method 1, Method 2, and Method 3 are performed by programming in the same method as the frequency-domain method of [
41], which is widely used in engineering. The only difference is there are only rigid modes in Method 1 and an amplification treatment of the stiffness matrix in Method 2 and Method 3 to address the difficulties associated with the MD method in gust load analysis in engineering.
Additionally, Method 2 requires the establishment of structural model matrices and additional post-processing, which may not be suitable for engineering software applications. Instead, Method 3 can be adopted, which follows a similar principle to Method 2: performing gust analysis after increasing the stiffness of the structural model and obtaining the gust section load through either the internal load calculation from Equation (7) or the section load accumulation process from Equation (16). Accordingly, the internal loads are obtained from the CBAR element in the stick model using beam elements in MSC. Nastran. The accumulated section load output is produced using the MONITOR card in MSC. Nastran. The key difference is that in Method 3, the modal amplitude vector must be recalculated, whereas in Method 2, this recalculation is not necessary. Method 3 is generally easier to implement in engineering applications compared to Method 2, although Method 2 provides the underlying principle for Method 3.