The inviscid, irrotational, isentropic flow of an ideal fluid [
30] can be assumed as representative of unsteady aerodynamic phenomena that are characterised by the absence of strong shock waves and large separation of boundary layer and wake, for small perturbations (e.g., moderate angle of attack) [
31]. In the latter case, the flow velocity components have steady and unsteady aerodynamic contributions that may separately be obtained and eventually superposed (e.g., the camber of a rigid aerofoil affects the steady flow only) [
32]. If the Mach number remains sufficiently low, the flow may also be considered as incompressible (i.e., its density
is constant) and analytical solutions for the unsteady airload are available from thin aerofoil theory, featuring a flat unloaded wake travelling with the freestream
along the horizontal axis [
33]. Depending on physical effects and mathematical terms retained or neglected, a few approximations for the aerofoil’s time-varying lift and moment can be formulated. In particular, the unsteady (US), quasi-unsteady (QU) and simplified quasi-unsteady (SQU), quasi-steady (QS) and simplified quasi-steady (SQS), degenerate unsteady (DU), and steady (SS) airload models for incompressible potential flow will thoroughly be considered hereafter.
3.1. Exact Solution for Unsteady Flow
Adopting a vorticity-based approach for incompressible potential flow [
14,
15], the unsteady airload was divided into circulatory and non-circulatory contributions [
4,
16]: the former one originates from pairs of counter-rotating bound and wake vortices with a stretching distance given by Joukowski’s conformal transformation [
33] (mapping a circle into a slit [
34]) in the complex plane, whereas the latter one originates from fixed pairs of symmetric sources and sinks placed along a complex circle (representing a streamline). Due to the linearity of the fluid dynamics equations for small irrotational perturbations [
35], the principle of superposition applies. This ideal arrangement of “virtual” singular elements grants upper and lower surfaces of the flat aerofoil as streamlines for inviscid flow and demonstrates as formally equivalent to unsteady thin aerofoil theory [
36,
37,
38].
In particular, two vortex sheets
and
are placed along the aerofoil’s chord (i.e.,
) and its shed wake (i.e.,
), giving rise to the respective equal and opposite circulations
and
as [
4,
33]:
which satisfies Helmholtz’s and Kelvin’s theorems for the conservation of the total (null) circulation
on all streamlines of the simply connected region including the wake discontinuity. Thus, with infinitesimal vortices
counteracting infinitesimal variations of bound circulation
, the condition for an unloaded wake results in a transport equation for the shed vorticity as it stretches with
, namely [
14]:
where Kutta’s condition [
39] and Joukowski’s theorem [
40] grant that the airflow leaves the aerofoil’s trailing edge smoothly with finite velocity and finds a unique bound circulation while relating its rate of change with the wake’s vorticity. With Dirichlet’s boundary condition for the asymptotic airflow inherently embedded in the freestream [
7], the Neumann’s type impermeability condition accomplishes the fluid–structure interaction (FSI) [
41] along the thin aerofoil and involves its own kinematics
by imposing the airflow as always tangential to its mean surface
, namely [
4,
14]:
which drive the aerodynamic flow and pressure load while being affected by the latter in turn, with
the vertical perturbation velocity and
the wake’s inflow.
Within this framework for incompressible inviscid flow, the fluid potential function
satisfies Laplace’s equation [
28], the horizontal perturbation velocity
is given by its longitudinal derivative and Bernoulli’s unsteady linearised equation [
4,
14] then provides the net pressure airload
acting across upper and lower surfaces of the aerofoil, namely [
16]:
where Kutta’s, Dirichlet’s and Neumann’s conditions must be fulfilled [
7]. The pressure airload can eventually be integrated to obtain the unsteady lift and moment around the elastic axis as [
4,
14]:
which drive the aerofoil’s motion while being strongly affected by the latter in turn. However, by exploiting linear superposition, the problem formulation is conveniently split into circulatory and non-circulatory parts, namely [
16]:
where the definition of the respective contributions is straightforward; the latter are then treated separately, based on their physical nature. Thus, taking advantage of the aerofoil’s impermeability condition and Joukowski’s conformal transformation as the wake stretches [
34], the proposed arrangement of vortices, sources and sinks gives [
16]:
which correspond to the theoretical solutions found by unsteady thin aerofoil theory [
15]:
where the wake’s inflow induces a circulatory perturbation
to a quasi-steady state
, namely [
4,
14]:
with a stagnation point at the unloaded trailing edge (i.e.,
with
). These provide the aerofoil with a unique bound circulation also given by an unsteady perturbation
to a quasi-steady state
, namely [
4,
14,
16,
33]:
where the last equality is granted by Kutta’s condition and relates the wake’s vorticity with the aerofoil’s kinematics while implicitly allowing the circulatory
and non-circulatory
parts of the quasi-steady vorticity (i.e., what does and does not contribute to the bound circulation, respectively) to be separated as [
15]:
as rigorously confirmed by exact conformal solutions specialised for flat aerofoil [
7,
14]. Thus, for the unsteady pressure airload it can readily be identified that [
15,
16,
36]:
which then give the non-circulatory unsteady lift and moment around the elastic axis as [
4,
15,
16,
36]:
where the shed wake plays no role and all double integrals are reduced to standard integrals by interchanging the order of quadrature [
14], whereas the circulatory unsteady lift and moment read [
4,
15,
16,
36]:
respectively. Note that the net effect of the airfoil’s quasi-steady vorticity is indeed not limited to the quasi-steady circulation per se, as the non-circulatory contributions do give rise to apparent flow inertia loads (including centrifugal ones [
28]). The total unsteady pressure airload is then found as [
4,
42]:
and integrated [
15] to give the aerofoil’s total unsteady lift and moment around the elastic axis as [
4,
33,
36,
42]:
After substituting the aerofoil’s kinematics, the contributions to the quasi-steady vorticity read [
15,
16]:
and the non-circulatory airload has an explicit expression with respect to the aerofoil’s degrees of freedom [
15,
16]:
which include quasi-unsteady contributions only. Note that apparent flow inertia effects (particularly important in the presence of a tab [
18]) pertain to both vertical acceleration at the aerofoil’s mid-chord and centrifugal acceleration [
28], while the pitch rate does not contribute to the moment (as equal and opposite terms cancel out among those from the non-circulatory vorticity and its time derivative), regardless of the position of the elastic axis. On the contrary, the wake vorticity in the circulatory airload is generally not available in explicit analytical form; however, assuming harmonic motion (as indeed suitable for flutter investigations) simplifies the problem formulation and the circulatory airload is found multiplied by Theodorsen’s lift-deficiency function
[
16], namely:
where
are Hankel’s functions of the
n-th order and second kind [
4], with
the reduced frequency (i.e., Strouhal’s number in terms of travelled semichords [
3]). Note that Kutta’s condition is implicit in the definition of Theodorsen’s function, which multiplies the bound circulation acting at the aerodynamic centre (i.e., the first-quarter chord) but is not necessary to depict the wake’s inflow mechanism per se [
5,
43] (rather driven by the counter-rotating vorticity in the shed wake [
33,
44]). Thus, for the circulatory flow (always contributing to the bound circulation) over the aerofoil’s surface it is [
4,
16]:
where the vertical flow speed at the aerofoil’s control point (i.e., third-quarter chord)
gives the instantaneous effective angle of attack
[
7], whereas
represents the sectional steady lift derivative for flat aerofoil, according to thin aerofoil theory [
32]. Theodorsen’s (complex transfer) function can then be considered as the Fourier transform of the (unit) unsteady airload due to impulsive plunging of the aerofoil at its control point [
5] in the reduced-frequency domain: it introduces a lag in the airload build-up because of the counteracting vorticity that is shed in the wake from infinitesimal variations of the bound circulation according to Kelvin’s and Helmholtz’s theorems [
7]. Theodorsen’s function generalises for the swept wing and subsonic compressible flow [
45,
46,
47] by considering the effective freestream relative to the aerodynamic axis and Prandtl-Glauert’s compressibility factor [
10,
32]; for finite wings [
34,
48], it is modified by unsteady downwash effects (which reduce the sectional effective angle of attack and the related airload as well as its build-up rate [
49,
50]) within modified strip theory [
12].
Finally, the total “unsteady” airload acting on the oscillating aerofoil reads [
4,
16]:
where cancellations occurred between some circulatory and non-circulatory terms, still due to Kelvin’s theorem; this is formally equivalent to Wagner’s solution employing Duhamel’s convolution in the reduced time
, since [
18]:
where Wagner’s indicial-admittance function
from a unit step-change in the angle of attack modulates the vertical flow speed at the aerofoil’s control point [
17], which has an initial value
directly related to the initial conditions of the aerofoil motion. When added aerodynamic states are conveniently defined [
51], a state-space formulation is then possible [
52] and often useful to study stable sub- or super-critical limit cycles oscillations of nonlinear aeroelastic systems [
53]. Finally, it is worth stressing that several research studies did build (and still build) on this fundamental model [
54,
55,
56,
57], including linear effects due to morphing capabilities [
36,
37,
38,
43,
58,
59] and flow compressibility [
60,
61] or nonlinear effects due to aerofoil thickness [
62,
63], large angles of attack and free wake [
64,
65], viscous boundary layer [
66], flow separation and stall [
67,
68].
For the sake of completeness, note that the wing’s gust response is also important in aircraft design and certification [
69]. In particular, a “frozen” approach [
70,
71] is typically adopted for lower-fidelity analytical models [
49,
72] (where the aerofoil’s presence is assumed not to affect the wind gust [
15]), which relate Kussners’s function for the indicial lift from a unit sharp-edge gust to the indicial circulation relative to Wagner’s function [
73,
74]; an arbitrary gust can then be considered by exploiting Duhamel’s convolution with Kussners’s indicial-admittance function directly [
75]. Later numerical studies [
76] and higher-fidelity simulations [
77] confirmed that quasi-steady aerodynamics is not appropriate for calculating gust responses unless the wind gust is very smooth and its length is much longer than the aerofoil’s chord [
75].
3.2. Degenerate Unsteady and Quasi-Steady Approximations
In order to simplify the unsteady airload’ expression and avoid a mixed formulation in both time and frequency domains, different aerodynamic models have been proposed in the literature as approximate ROMs (e.g., to estimate the stability margin in robust MDO [
13] and safe flight tests [
78]) that neglect the shed wake’s inflow. In particular, let the potential incompressible flow around the thin aerofoil undergo small quasi-steady perturbations (e.g., due to a moderate and slowly-varying angle of attack). In the absence of wake vorticity, an equal and opposite lumped vortex of intensity
counteracts the instantaneous (quasi-steady) circulation infinitely far behind the aerofoil to satisfy Helmholtz’s and Kelvin’s theorems [
7] for the conservation of the total (null) circulation at all times, with:
where an unloaded wake is still implicitly assumed but its vorticity and inflow are neglected in the proximity of the aerofoil. From the exact solution for unsteady flow [
16], simply imposing
for
(i.e., neglecting any feedback from the wake’s inflow at low reduced frequencies) while retaining all non-circulatory terms results in a “degenerate unsteady” aerodynamic model [
4] where pressure distribution and circulatory loads read:
and the total lift and moment around the elastic axis result in:
with both circulatory and non-circulatory contributions directly related to the aerofoil’s motion, namely:
where double integrals have been reduced to standard ones by interchanging the order of quadrature [
14] and the non-circulatory airload is that of unsteady flow. Finally, substituting the aerofoil’s kinematics in terms of its degrees of freedom gives:
and the total lift and moment around the elastic axis reduce to [
4]:
with aerodynamic inertia, damping and stiffness terms. However, some cancellations between circulatory and non-circulatory contributions to the airload do not occur in the absence of wake vorticity [
36]. A second-order Taylor expansion of Theodorsen’s function has then been considered for low reduced frequencies [
79] but revealed an inconvenient logarithmic singularity that tends to trigger an unphysical behaviour for harmonic motion [
80,
81,
82] (e.g., on the flutter boundary) especially through the undamped pitch rate [
9]; moreover, inaccurate extrapolation for
would lead to unrealistic results. At high reduced frequencies, imposing
for
also eliminates lag effects but still includes the wake’s influence on the unsteady airload (which is in fact halved) and therefore cannot be considered as a proper quasi-unsteady approximation within the present theoretical framework. In any case, the relative position of elastic axis and centre of gravity (typically forward of the mid-chord) was found to have a significant influence on the accuracy of flutter analyses [
83,
84,
85], especially at low reduced frequencies with negligible apparent flow inertia. An alternative formulation has been proposed where the time rate of the circulatory vorticity was also included [
7] (see the
Appendix A); however, this is not investigated further, because the trailing edge becomes questionably loaded (i.e., still a stagnation point with
yet with
) but for marginal variations of the bound circulation.
In fact, neglecting all apparent inertia terms by assuming very slow variations of the airflow speed provides the airload with damping and stiffness features only and results in a “quasi-steady” aerodynamic model where the pressure distribution becomes:
while the non-circulatory and circulatory components of the airload simplify as:
and the total lift and moment around the elastic axis reduce to [
28]:
where the circulatory term proportional to the pitch rate in the moment always contributes to stabilising the aeroelastic response. However, note that disregarding the flow’s acceleration would require the pitch rate to be negligible as well (and also centrifugal loads), from a rigorous mathematical standpoint (see the
Appendix A too). It is worth anticipating that both degenerate unsteady and quasi-steady aerodynamic approximations have been coupled with an Euler-Bernoulli beam for flutter analyses of flexible wings in subsonic flow, but eventually not suggested to this purpose [
86].
3.4. Quasi-Unsteady, Simplified Quasi-Unsteady and Simplified Unsteady Approximations
Recently, a “quasi-unsteady” aerodynamic model was published where the circulatory wake’s inflow is kept whereas the non-circulatory apparent inertia is neglected [
3]; thus, this approximation maintains a mixed formulation in both time and frequency domains, where Theodorsen’s (complex) function multiplies the circulatory quasi-steady airload related to the wake’s inflow. In particular, from the exact solutions for unsteady flow, it is:
and the non-circulatory airload coincides with the quasi-steady one directly as:
whereas the circulatory airload involves Theodorsen’s lift-deficiency function as:
where Hankel’s functions are a combination of Bessel’s functions [
4]. The total lift and moment around the elastic axis then reduce to [
3]:
with aerodynamic damping and stiffness terms only.
More recently, the unsteady airload perturbation was found due to non-circulatory effects induced by the wake’s vorticity [
36,
37]; this is rather counterintuitive indeed (as Theodorsen’s function modulates the amplitude and phase of the circulatory airload related to the wake with the reduced frequency of the flow perturbations), yet embedded in the definition of Theodorsen’s function exploiting Kutta’s condition [
16]. A “simplified quasi-unsteady” aerodynamic model was then proposed that disregards the contribution of the pitch rate (often seen as a “morphing camber” effect [
4]) to the instantaneous effective angle of attack while keeping all non-circulatory terms, including apparent inertia [
87]. From the unsteady airload directly, the pressure distribution without contribution from the wake’s inflow reads as (but is not) the degenerate unsteady one, namely:
but the total lift and moment around the elastic axis then reduce to [
87]:
with aerodynamic inertia, damping and stiffness contributions to the aeroelastic response of the typical section. Within the framework of flutter analysis using tuned strip theory [
12] (i.e., scaling the circulatory contributions by the ratio between wing’s and aerofoil’s lift coefficient derivatives with respect to the angle of attack in order to account for the overall steady effect of the three-dimensional downwash [
11]), it is worth stressing that this lower-fidelity aerodynamic approximation did compare favourably with higher-fidelity tools coupling a beam-based finite element model with doublet lattice or boundary element aerodynamics [
87], as the latter provides a faster development of the indicial airload than Wagner’s model and approaches a quasi-steady behaviour while decreasing the wing’s aspect ratio (i.e., increasing unsteady downwash effects) [
49,
50].
Isolating the bound circulation within the total quasi-unsteady airload, a “simplified unsteady” aerodynamic model was also formulated that still neglects the contribution of the pitch rate to the instantaneous effective angle of attack [
9], avoiding unphysical behaviours from inconvenient singularities related to some circulatory terms that involve the pitch rate [
80]. Neglecting all apparent inertia terms as well, the pressure distribution becomes:
and the total lift and moment around the elastic axis then reduce to [
9]:
with aerodynamic damping and stiffness terms only. In particular, a stabilising couple proportional to the pitch rate remains and does play a key role in damping the aeroelastic response of the typical section within a consistent analytical framework where the nature of all terms can be traced.
3.5. Summary and Comparison
Table 1 summarises the main physical features of the different aerodynamic models introduced earlier, ranked in order of increasing complexity (with the wake’s inflow introducing the highest one); note that higher complexity does not imply higher accuracy and generality, depending on the application.
Recall that non-circulatory contributions involve but are not limited to apparent inertia effects, which are separately considered; of course, when the effective instantaneous angle of attack is given at the elastic axis, then it is uniform along the aerofoil’s chord and disregards contributions from the pitch rate.
Figure 1 and
Figure 2 then show the normalised coefficients of the aerodynamic damping terms for both lift and moment as a function of the elastic axis position along the aerofoil’s chord, as they both provide key insights on aeroelastic stability; of course, positive values are destabilising whereas negative ones are stabilising (with the total airload appearing on the right side of the aeroelastic equations). First of all, note that the plunge rate provides all approximations with the same effects: the lift derivative is independent of the position of the elastic axis and always stabilising, whereas the moment derivative decreases with moving the elastic axis backwards and becomes stabilising only when the latter is beyond the aerodynamic centre (i.e., the first quarter chord).
Variations in the characterisation of the aeroelastic stability of the typical section are then mostly driven by the pitch rate, the contribution of which differs among almost all aerodynamic models. In particular, the lift derivative of the DU model decreases with the elastic axis moving backwards but does remain always destabilising, whereas the moment derivative shows a parabolic dependence on the position of the elastic axis and is destabilising when the latter lies between the aerofoil’s mid-chord and control point (i.e., between the second and third quarter chord). Thus, this aerodynamic approximation gave controversial flutter results [
4], since some cancellations between the circulatory and non-circulatory contributions to the unsteady airload do not hold in the absence of wake vorticity [
15] and such inconsistencies can lead to very unrealistic results. The lift derivative of the QS model also decreases with the elastic axis moving backwards, but it becomes stabilising only when the latter lies beyond the aerofoil’s control point, whereas the moment derivative shows a parabolic dependence on the position of the elastic axis and is always stabilising but at the aerofoil’s mid-chord; however, this aerodynamic approximation also gave controversial flutter results [
2]. The derivatives of the SQS model are always zero and thus do not contribute to the stability, which can lead to unrealistic results; the lift derivative of the SU model is also always zero, but the moment derivative is constant and always stabilising. Finally, the lift derivative of the SQU model is constant and always destabilising, whereas the moment derivative increases with the elastic axis moving backwards and becomes destabilized when the latter lies beyond the aerofoil’s control point (where SQU and DU models, as well as SU and QS models, are equivalent). The SQU aerodynamic approximation shall then not be used in such a case, which is, however, unlikely for practical application (due to both the geometrical features of real wings and static divergence issues in the first place).
Note that an iterative process where the value of these aerodynamic derivatives is refined based on successive flutter solutions was also proposed [
9,
80] (e.g., by updating the real part of Theodorsen’s function with a predictor-corrector scheme using the flutter reduced-frequency calculated at the last iteration, rather than just fixing the unitary value a priori). However, this approach is not considered here, since it is deemed ultimately inefficient in terms of computational cost when compared to that of the exact US model.