Upset Recovery Training: Not Just a Fad

Boeing-787-9-Aerobatics

Upset recovery training has been all the rage over the past couple of years. A Google search of that exact phrase returns more than 24,000 results. There’s a professional association dedicated to such training. ICAO even declared aircraft upsets to be the cause of “more fatalities in scheduled commercial operations than any other category of accidents over the last ten years”.

Nevertheless, I get the impression that some folks wonder if it isn’t more of a safety fad than an intrinsic imperative. It’s hard to blame them. You can hardly open a magazine or aviation newsletter these days without seeing slick advertisements for this stuff. When I was at recurrent training a couple of months ago, CAE was offering upset recovery training to corporate jet pilots there in Dallas. “If I wanted to fly aerobatics, I’d fly aerobatics!” one aviator groused.

He didn’t ask my opinion, but if he had, I’d remind him that 99% of pilots spend 99% of their time in straight and level flight — especially when the aircraft in question is a business jet. I’m not exaggerating much when I say that even your typical Skyhawk pilot is a virtual aerobat compared to the kind of flying we do on charter and corporate trips. For one thing, passengers pay the bills and they want the smoothest, most uneventful flight possible.

In addition, these jets fly at very high altitudes – typically in the mid-40s and even as high as 51,000 feet. Bank and pitch attitudes tend to stay within a narrow band. Yaw? There shouldn’t be any. The ball stays centered, period. We aim for a level of smoothness that exceeds even that of the airlines. Passengers and catering may move about the cabin frequently during a flight, but it shouldn’t be because of anything we’re doing up front.

Fly like that for a decade or two, logging thousands and thousands of uneventful, straight-and-level hours and the thought of all-attitude flying can become – to put it mildly – uncomfortable. I’ve even seen former fighter pilots become squeamish at the thought of high bank or pitch angles after twenty years of bizjet flying.

Unfortunately, there are a wide variety of things that can land a pilot in a thoroughly dangerous attitude: wind shear, wake turbulence, autopilot failure, mechanical malfunction (hydraulic hard-overs, asymmetric spoiler or flap deployment, etc.), inattention, and last but not least, plain old pilot error. Look at recent high-profile accidents and you’ll see some surprisingly basic flying blunders from the crew. Air France 447, Colgan 3407, and Asiana 214 are just three such examples. It may not happen often, but when it does it can bite hard.

So yes, I think there is a strong need for more manual flying exposure in general, and upset recovery training in particular. This isn’t specific to jet aircraft, because some light aircraft have surpassed their turbine-powered cousins in the avionics department. I only wish the 1980’s era FMS computer in my Gulfstream was as speedy as a modern G1000 installation.

Defining the Problem

To the best of my knowledge, neither the NTSB or FAA provide a standard definition for “upset”, but much like Supreme Court Justice Potter Stewart, we pretty much know it when we see it. The term has generally come to be defined as a flight path or aircraft attitude deviating significantly from that which was intended by the pilot. Upsets have led to loss of control, aircraft damage or destruction, and more than a few fatalities.

As automation proliferates, pilots receive less hands-on experience and a gradual but significant reduction in stick-and-rudder skill begins to occur. The change is a subtle one, and that’s part of what makes it so hazardous. A recent report by the FAA PARC rulemaking workgroup cites poor stick and rudder skills as the number two risk factor facing pilots today. The simple fact is that windshear, wake turbulence, and automation failures happen.

The purpose of upset recovery training is to give pilots the tools and experience necessary to recognize and prevent impending loss of control situations. As the saying goes, an ounce of prevention is worth a pound of cure, and that’s why teaching recovery strategies from the most common upset scenarios is actually a secondary (though important) goal.

What about simulators? They’ve proven to be an excellent tool in pilot training, but even the most high fidelity Level D sims fall short when it comes to deep stalls and loss of control scenarios. For one thing, stall recovery is typically initiated at the first indication of stall, so the techniques taught in the simulator may not apply to a full aerodynamic stall. Due to the incredibly complex and unpredictable nature of post-stall aerodynamics, simulators aren’t usually programmed to accurately emulate an aircraft in a deeply stalled condition. Thus the need for in-aircraft experience to supplement simulator training.

Upset Recovery vs. Aerobatics

It’s important to note that upset recovery training may involve aerobatic maneuvering, but it does not exist to teach aerobatics. Periodically over the years, discussions on the merits of this training will cause a co-worker to broach the subject of flying an aerobatic maneuver in an airplane which is not designed and built for that purpose. This happened just the other day, actually. Typically they’ll ask me if, as an aerobatic pilot, I would ever consider performing a barrel or aileron roll in the aircraft.

I used to just give them the short answer: “no”. But over time I’ve started explaining why I think it’s such a bad idea, even for those of us who are trained to fly such maneuvers. I won’t touch on the regulations, because I think we are all familiar with those. I’m just talking about practical considerations.

Normal planes tend to have non-symmetrical airfoils which were not designed to fly aerobatics. They feature slower roll rates, lower structural integrity under high G loads, and considerably less control authority. You might have noticed that the control surfaces on aerobatic airplanes are pretty large — they are designed that way because they’re needed to get safely into and out of aerobatic maneuvers.

Clay Lacy has been flying an airshow sequence in his 1966 Lear 24 for many years.

Clay Lacy has been flying an airshow sequence in his 1966 Lear 24 for many years.

That’s not to say an airplane with small control surfaces like a business jet or light GA single cannot perform aerobatics without disaster striking. Clay Lacy flies an airshow sequence in his Learjet. Duane Cole flew a Bonanza. Bob Hoover used a Shrike Commander. Sean Tucker flew an acro sequence in a Columbia (now known as the Cessna TTx). However, the margins are lower, the aerobatics are far more difficult, and pilots not experienced and prepared enough for those things are much more likely to end up hurt or dead.

Sean Tucker will tell you that the Columbia may not recover from spins of more than one or two turns. Duane Cole said the Bonanza (in which he did inverted ribbon cuts) had barely enough elevator authority for the maneuver, and it required incredible strength to hold the nose up far enough for inverted level flight. Bob Hoover tailored his performance to maneuvers the Shrike could do — he’ll tell you he avoided some aerobatic maneuvers because of the airplane’s limitations.

Knowing those limitations and how to deal with them — that’s where being an experienced professional aerobatic pilot makes the difference. And I’m sure none of those guys took flying those GA airplanes upside down lightly. A lot of planning, consideration, training and practice went into their performances.

Now, consider the aircraft condition. Any negative Gs and stuff will be flying around the cabin. Dirt from the carpet. Manuals. Items from the cargo area. Floor mats. Passengers. EFBs. Drinks. Anything in the armrest or sidewall pockets. That could be a little distracting. Items could get lodged behind the rudder pedals, hit you in the head, or worse.

If the belts aren’t tight enough, your posterior will quickly separate from the seat it’s normally attached to. And I assure you, your belts are not tight enough. Getting them that way involves cinching the lap belt down until it literally hurts. How many people fly a standard or transport category aircraft that way?

Now consider that the engine is not set up for fuel and oil flow under negative Gs. Even in airplanes specifically designed for acro, the G loads move the entire engine on the engine mount. In the Decathlon you can always see the spinner move up an inch or two when pushing a few negative Gs. Who knows what that would do with the tighter clearances between the fan and engine cowl on an airplane like the Gulfstream?

Next, let’s consider trim. The jet flies around with an electric trim system which doesn’t move all that quickly. The aircraft are typically trimmed for upright flight. That trim setting works heavily against you when inverted, and might easily reach the point where even full control deflection wouldn’t be sufficient.

I could go on, but suffice it to say that the more I learn about aerobatics, the less I would want to do them in a non-aerobatic aircraft – and certainly not a swept wing jet! Sure, if performed perfectly, you might be just fine. But any unusual attitude is going to be far more difficult — if not outright impossible — to recover from.

Dang it, Tex!

Every time someone references Tex Johnson’s famous barrel roll in the Boeing 707 prototype, I can’t help but wish he hadn’t done that. Yes, it helped sell an airplane the company had staked it’s entire future on, but aerobatic instructors have been paying the price ever since.

Aerobatic and upset recovery training: good. Experimenting with normal category airplanes: bad. Very bad.


This post first appeared on the AOPA Opinion Leaders blog.

Liability: The Price We Pay

courtroom

As large as the aviation industry looks to those on the outside, once you’re on the other side of the fence, it doesn’t take long to realize that it’s a very small world. One of the big challenges facing that world has been from product liability issues.

The $100 screw. The $9.00 gallon of fuel. The $5,000 part that costs $50 at a local hardware store. We’ve all seen it. I recall the day a friend told me the seat back for my Pitts S-2B, which is literally a small flat piece of ordinary plywood, cost something like $600. I’m not averse to parts manufacturers turning a profit, but that left my mouth hanging open. My friend? He just shrugged and walked away, as though this was ordinary and normal. The saddest part is that I realized he was right. It is.

Liability concerns are a major expense and motivator for many industries. That’s why Superman costumes come with warnings that “the cape does not enable the wearer to fly”, Zippo cautions users not to ignite the lighter in your face, and irons are sold with tags advising against ironing clothes while they’re being worn. But for general aviation, this sort of thing is dragging the lot of us down as surely as a cement block tossed into the murky waters of the East River.

The classic example of this phenomenon can be seen in the high cost for new products like airplanes. Look at the sharp rise in the price of a new Skyhawk over the past thirty years. The first one was built in 1955, so the research and development costs for this model must have been recouped decades ago. A new Bonanza is a cool million. Low production volumes and high liability costs — a chicken and egg pair if there ever was one — are prime culprits for that inflation.

In fact, for about a decade, the general aviation industry essentially stopped producing new piston airplanes. From the mid-80s to the mid-90s, product liability was such that nearly every major OEM exited the business. The insurance costs rose, the manufacturers had no choice but to pass that on to the consumer, who was summarily priced out of the market. Sales fell, per-unit liability costs rose further, and the cycle spiraled downward until even those companies which still had an operating production line were only turning out a handful of airplanes per year.

The General Aviation Revitalization Act of 1994 helped somewhat. Aircraft manufacturers started producing planes again. The Cirrus, DiamondStar, Columbia, and other such advanced aircraft were brought to market. New avionics systems were developed. But the liability problem never went away. Frivolous lawsuits still abound, grinding away at our diminished world like a wood chipper consuming a sturdy log. Manufacturers have been sued for things as idiotic as not telling a pilot that the engine wouldn’t operate without fuel. I don’t have to tell you how this lunacy looks to people from other countries, do I?

I often wonder, what would an aircraft like the RV-6 cost if it was certified? You can buy one for as little as $45,000 today. Speaking of Amateur-Built aircraft, liability is one of the primary reasons advancements such as electronic ignition proliferate in the E-AB world when they’re almost unheard of in aircraft with a standard airworthiness certificate.

Mike Busch has penned many articles about the ways liability concerns drive decisions in the maintenance business. The result? Lower efficiency, higher cost, and at times even a decrease in the level of safety that is supposedly paramount. But it goes beyond that. Many products which would otherwise be brought to market are not because liability issues tilt the scale away from taking that risk in the first place.

Even proven, well-established products are sometimes lost to this phenomenon. Seven years ago, the largest manufacturer of aircraft carburetors, Precision Airmotive, abruptly decided to stop making, selling, and supporting them. In a letter to customers on their web site, they wrote:

Precision Airmotive LLC has discontinued sales of all float carburetors and component parts as of November 1, 2007. This unfortunate situation is a result of our inability to obtain product liability insurance for the product line. Precision Airmotive LLC and its 43 employees currently manufacture and support the float carburetors used in nearly all carbureted general aviation aircraft flying today. Precision has been the manufacturers of these carburetors since 1990. These FAA-approved carburetors were designed as early as the 1930s and continue to fly over a million flight hours a year. After decades of service, the reliability of these carburetors speaks for itself.

Nonetheless, Precision has seen its liability insurance premiums rise dramatically, to the point that the premium now exceeds the total sales dollars for this entire product line. In the past, we have absorbed that cost, with the hope that the aviation industry as a whole would be able to help address this issue faced by Precision Airmotive, as well as many other small aviation companies. Our efforts have been unsuccessful.

This year, despite the decades of reliable service and despite the design approval by the Federal Aviation Administration, Precision Airmotive has been unable to obtain product liability insurance for the carburetor product line. While we firmly believe that the product is safe, as does the FAA, and well-supported by dedicated people both at Precision and at our independent product support centers, unfortunately the litigation costs for defending the carburetor in court are unsustainable for a small business such as Precision.

Even if you don’t own an airplane, you’ve probably noticed that aircraft rental is prohibitively difficult and expensive. Companies like OpenAirplane are trying to make a dent in this formidable problem, but many aircraft types simply cannot be rented at all for solo flight anymore. Seaplanes, aerobatic aircraft, twins, turbines, and many other types might as well not exist unless you have the cash to buy them outright. And those that are still rented require extensive checkouts, form filling, and a large expenditure of time, money and energy. Why? To check every possible box off when it comes to liability. The manager of one FBO here in Southern California told me in no uncertain terms that it wouldn’t matter if Bob Hoover himself walked through the door, he wouldn’t get one iota of consideration in that regard. Does that sound right to you?

There’s an obvious answer here. If you’re thinking tort reform, you’re only half-right. Suing manufacturers for accidents that are clearly not their fault simply because the plaintiff knows they’ll settle is only ensuring the next generation won’t be able to fly. The real solution is to — in the words of a pilot I know — put on our big-boy britches and come to terms with the fact that life in general, and aviation in particular, involves risk. From the Doolittle Raiders to the folks at Cirrus Aircraft, history shows over and over again that risk is a part of every successful venture. We’d all love to live in a world where there is no risk, where following the dictates of Title 14 would ensure nothing ever goes wrong and nobody ever gets hurt. It’s a fallacy.

Crushing liability costs aren’t limited to carbs. And many parts of our airplanes are manufactured by a very small number of companies. Prop governors come to mind. Vacuum pumps. Brakes. Fasteners. If one firm is having trouble staying in business, odds are the others might be as well. It doesn’t portend a rosy future for the industry, especially when you consider that many of the advances we now enjoy came from small companies just like Precision Airmotive.

Sure, with Experimentals you have more freedom to put what you want on your aircraft. But many of the components on experimental aircraft are certified anyway. Most of them essentially have certified engines, props, skins, wiring, brakes, tires, fasteners, etc. This liability issue affects everyone regardless of what it says on the plane’s airworthiness certificate. This sort of thing isn’t limited to aviation. But GA is particularly vulnerable to abuse because of the implication that anyone involved in it must have deep pockets. The end result is a case like this one, where a jury awarded $480 million verdict against an aircraft manufacturer even though the NTSB indicated pilot error was the cause.

Liability concerns hurt everyone in aviation, not just those with reciprocating single-engines. I’ll give you one example from the corporate and charter business that I work in: time and time again, thousands of dollars of catering from one of our charter flights will go untouched by the passengers. We’ll land at our destination with a eighty pounds of beautifully packaged and prepared food. Five-star presentation of the highest-quality and healthiest food you’ll see anywhere.

At the same time, just beyond the airport fence are people who go to bed hungry. Logic dictates that we might want to put two and two together. But because the operators and customers of these aircraft are high net worth individuals who would certainly find themselves on the receiving end of a lawsuit at the first indication of food poisoning or other malady, load after load of this food goes into the trash every single day all across the country. Over the past three years I’d imagine the total weight of the food from flights I’ve flown that went into the trash would total a couple of tons.

While lawsuits and courtrooms have their place, I personally think it’s high time our society acknowledged the fact that safety does not equate an absence of risk. Failure to do so is putting us, our industry, our economy, and even our way of life at risk. That’s the cost of the society we’ve built. Is it worth it?


This post first appeared on the AOPA Opinion Leaders blog.

Time is Money

time_is_money2

One of the first things people discover about flying is that it requires an abundance of two resources: time and money. The money part is pretty obvious. Anyone who inquires about flight instruction at a local school will figure that one out before they even take their first lesson. The importance of time is a bit more nebulous.

When I began working as an instructor, I noticed that even in affluent coastal Orange County, at least one of those two assets always seemed to be in short supply. Those who had plenty of money rarely had much free time; they were financially successful because they worked such long hours. Younger pilots typically had fewer demands on their schedule, but funds were limited at best. It reminds me of Einstein’s famous mass-energy equivalence formula, E=mc2. But instead of matter and energy being interchangeable, it’s time and money. Benjamin Franklin took it a step further in a 1748 letter, concluding that “time is money”.

I learned to fly during a period when both of those elements were readily available. It was a luxury I didn’t appreciate — or even recognize — at the time. It’s probably for the best, since I would have been sorely tempted to spend even more on my addiction.

After flying Part 135 for the past three years, it’s interesting to note how those same limits apply to charter customers despite being much higher up on the proverbial food chain. These restrictions are the very reason Part 91/135 business aviation exists at all.

Case in point: I recently flew a dozen employees of a large retailer around the U.S. to finalize locations for new stores. They were able to visit ten cities in four days, spending several hours working at each destination. Out of curiosity, I ran our itinerary through booking sites like Kayak, Orbitz, and Travelocity to see how a group of twelve might fare on the airlines. Would you be surprised to learn that the answer is “not well”?

Our first leg, three hours in length, would have taken twelve hours and two extra stops on the airlines and actually cost more, assuming business class seats. Some of the subsequent legs wouldn’t have been possible at all on the airlines because they simply don’t serve those destinations. Overall, chartering the Gulfstream IV-SP cost less than trying to do the same trip on an airline. As far as time saved, on an airline, each of those ten legs would have required passengers to be at the airport 90 minutes in advance of their scheduled departure time. That alone would have wasted fifteen hours — the equivalent of two business days.

A chartered aircraft waits for passengers if they’re running late. If they need to change a destination, we can accommodate them. Travelers spend more time working and less time idle, literally turning back the clock and making everything they do more productive. And once we’re airborne, they can continue to do business, preparing for their next meeting and using the cabin as a mobile office. They can conference, spread out papers, and speak freely without worrying about strangers overhearing sensitive information.

This time/money exchange is present on every trip. Since I’m based in Los Angeles, our passengers are often in the entertainment industry. Imagine an artist or band who had a concert in Chicago on Monday, Miami on Tuesday, Denver on Wednesday, and Seattle on Thursday. They need to be in town early for rehearsals, interviews, and appearances. These tours sometimes last weeks or even months. Keeping a schedule like that would be nearly impossible without chartering. Imagine the cast of big budget film needing to be at film festivals, premieres, media interviews, awards shows, and such. Or the leaders of a private company about to go public or meeting with investors around the country prior to a product launch. Franklin was right: time is money.

When I fly on an scheduled airline, the inefficiency and discomfort remind me of why charter, fractional, and corporate aviation will only continue to grow. The price point of private flying doesn’t make sense for everyone, but for those who need it, it’s more than a convenience. It’s what makes doing business possible at all.


This post first appeared on the AOPA Opinion Leaders blog.

The Ab Initio Flaw

For decades, Japan Airlines ran an ab initio flight school in Napa, CA using Beech Bonanzas

Ecclesiastes tells us there’s nothing new under the sun. Where the pilot shortage debate is concerned, that’s definitely true. More than one industry veteran has wryly noted the “impending pilot shortages” of every decade since the Second World War. And considering the number of pilots trained during that conflict, you could say the shortage history goes back a lot further. How about to the very dawn of powered flight? I mean, Wilbur and Orville could have saved themselves tremendous time and money if only they’d had an experienced instructor to guide them!

Every “pilot shortage” article, blog post, and discussion I’ve seen centers around short-term hiring trends and possible improvements in salary and benefits for aviators. Nobody asked my opinion, but for what it’s worth, it seems both clear and logical that the regional airlines are hurting for pilots. The pay and working conditions at those companies are horrific. Major airlines will probably never have trouble attracting people, however. I don’t know if that qualifies as a pilot shortage. I tend to think it does not. It’s more of a shortage of people who are willing to participate like lab rats in a Part 121 industry cost-cutting experiment.

What the pilot shortage mishegas really has me thinking about is the long-term possibility of ab-initio schemes migrating to the United States and what a profoundly bad thing that would be for aviation at every level.

According to Wikipedia, “ab initio is a Latin term meaning ‘from the beginning’ and is derived from the Latin ab (‘from’) + initio, ablative singular of initium (‘beginning’)”. In aviation, it refers to a method of training pilots. In fact, it’s the de facto technique in use for the majority of airlines around the world. Essentially, foreign airlines will hire people off the street who have no flight time or experience. They are shepherded through the various ratings and certificates necessary to fly an Boeing or Airbus while on the airline’s payroll.

This might sound like a brilliant idea — and to an airline, it probably is. Imagine, no bad habits or “we did it this way at my last job” issues, just well-trained worker bees who have been indoctrinated from day one as multi-pilot airline crew members.

I don’t know if the airlines love ab initio or not. What I do know is that non-U.S. airlines use it because there’s no other choice. The fertile, Mesopotamian breeding ground of flying experience we call general aviation simply does not exist in those countries. Without GA’s infrastructure, there are no light aircraft, flight schools, mechanics, or small airports where aspiring pilots can learn to fly. Those who do manage to get such experience more often than not get it here in the United States.

To put it another way, the “pilot shortage” has been going on in foreign countries since the dawn of aviation, and ab initio is the way they’ve solved the problem in most places.

So what’s my beef with this method of training? To put it simply, in an era of atrophying pilot skills, ab-initio is going to make a bad problem worse. While it’s a proven way of ensuring a steady supply of labor, ab initio also produces a relatively narrow pilot who is trained from day one to do a single thing: fly an airliner. These airline programs don’t expose trainees to high Gs, aerobatics, gliders, sea planes, banner towing, tailwheels, instructing, or any of the other stuff that helps create a well-rounded aviator.

If airlines in the U.S. adopt the ab initio system, the pilots they hire will only experience things that are a) legally required, and b) directly applicable to flying a modern, automated airliner. Nothing else. After all, an airline will only invest what’s necessary to do the job. It’s a business decision. And in an era of cutthroat competition and razor thin profit margins, who could blame them?

The problem is, all those crap jobs young fliers complain about (and veterans seem to look back on with a degree of fondness) are vital seasoning for a pilot. He or she is learning to make command decisions, interact with employers and customers, and generally figure out the art of flying. It’s developing that spidey sense, taking a few hard knocks in the industry, and learning to distinguish between safe and legal.

These years don’t pay well where one’s bank account is concerned, but they are create a different type of wealth, one that’s often invisible and can prove vital when equipment stops working, weather is worse than forecast, or the holes in your Swiss cheese model start to line up.

Thus far, airline ab initio programs haven’t been a major part of the landscape here in the U.S. because our aviation sector is fairly robust. We are blessed with flying jobs which build the experience, skill, and time necessary for larger, more complex aircraft. But it’s easy to see why it might become an attractive option for airlines. For one thing, that darn pilot shortage. The cost of flying has risen dramatically over the past decade while the benefits (read: money) remain too low for too long. Airlines can cure the shortage by training pilots from zero hours… but at what cost?

Coming up through the ranks used to mean you were almost certain to be exposed to some of those elements. That’s why I believe ab initio would be just one more nail in the coffin of U.S. aviation, one more brick in the road of turning us into Europe. While I like visiting The Continent, I do not envy the size or scope of their aviation sector and sincerely hope we don’t go down that path.

Addendum

Apparently I’m not the only one with ab initio on my mind. The day before the deadline for this post, AVweb reported on a major announcement from Boeing:

Now, with its subsidiary company Jeppesen, [Boeing] will undertake ab initio airline pilot training to provide a supply of pilots with an “Airline Transport Pilot License” (certificate in the U.S.) and a Boeing type rating who “will be ready to move into the first officer’s seat,” according to Sherry Carbary, vice president of flight services.

Boeing’s ab initio training program is divided into two parts. The first, run by Jeppesen, will take an applicant—referred to as a cadet—who must hold a first-class medical at the time of application, and put her or him through a screening process. Those who pass will go through 12-18 months of flight training, resulting in, according to David Wright, director of general aviation training, an Airline Transport Pilot License. The second phase involves the cadet going to a Boeing facility for another two months of training where she or he gets a first exposure to a full-motion jet simulator, and that will result in a type rating in a Boeing jet. Wright said that cadets will come out of the $100,000-$150,000 program with 200-250 hours of flying time and will be ready to go into the right seat of an airliner.

Boeing jets are operated by major airlines, not regionals. An American pilot would typically sport several thousand of hours of flight experience before being hired there. Now Boeing is proposing to put 200 hour pilots into their airplanes on a worldwide basis. That won’t fly (yet) in the U.S., where 1,500 hours is currently required for an Airline Transport Pilot certificate. But I believe the ab inito trend bodes ill for airlines and general aviation alike.


This article first appeared on the AOPA Opinion Leaders blog.

We Don’t Train For That

Gulfstream G550 simulator

The tragic Gulfstream IV accident in Boston has been on my mind lately, partly because I fly that aircraft, but also because the facts of the case are disquieting.

While I’m not interested in speculating about the cause, I don’t mind discussing factual information that the NTSB has already released to the public. And one of the initial details they provided was that the airplane reached takeoff speed but the pilot flying was not able to raise the nose (or “rotate”, in jet parlance).

My first thought after hearing this? “We don’t train for that.” Every scenario covered during initial and recurrent training — whether in the simulator or the classroom — is based on one of two sequences: a malfunction prior to V1, in which case we stop, or a malfunction after V1, in which case we continue the takeoff and deal with the problem in the air. As far as I know, every multi-engine jet is operated the same way.

But nowhere is there any discussion or training on what to do if you reach the takeoff decision speed (V1), elect to continue, reach Vr, and are then unable to make the airplane fly. You’re forced into doing something that years of training has taught you to never do: blow past V1, Vr, V2, and then attempt an abort.

In this case, the airplane reached 165 knots — about 45 knots beyond the takeoff/abort decision speed. To call that uncharted territory would be generous. Meanwhile, thirty tons of metal and fuel is hurtling down the runway at nearly a football field per second.

We just don’t train for it. But maybe we should. Perhaps instead of focusing on simple engine failures we ought to look at the things that are causing accidents and add them to a database of training scenarios which can be enacted in the simulator without prior notice. Of course, this would have to be a no-jeopardy situation for the pilots. This wouldn’t be a test, it would be a learning experience based on real-world situations encountered by pilots flying actual airplanes. In some cases there’s no good solution, but even then I believe there are valuable things to be learned.

In the case of the Gulfstream IV, there have been four fatal accidents since the aircraft went into service more than a quarter of a century ago. As many news publications have noted, that’s not a bad record. But all four have something in common: each occurred on the ground.

  • October 30, 1996: a Gulfstream IV crashed during takeoff after the pilots lose control during a gusting crosswind.
  • February 12, 2012: a Gulfstream IV overran the 2,000 meter long runway at Bukavu-Kamenbe
  • July 13, 2012: a G-IV on a repositioning flight in southern France departs the runway during landing and broke apart after hitting a stand of trees.
  • May 31, 2014: the Gulfstream accident in Boston

In the few years that I’ve been flying this outstanding aircraft, I’ve seen a variety of odd things happen, from preflight brake system anomalies to flaps that wouldn’t deploy when the airplane was cold-soaked to a “main entry door” annunciation at 45,000 feet (believe me, that gets your attention!).

This isn’t to say the G-IV is an unsafe airplane. Far from it. But like most aircraft, it’s a highly complex piece of machinery with tens of thousands of individual parts. All sorts of tribal knowledge comes from instructors and line pilots during recurrent training. With each anomaly related to us in class, I always end up thinking to myself “we should run that scenario in the simulator”.

Cases like United 232, Apollo 13, Air France 447, and US Air 1549 prove time and time again that not every failure is covered by training or checklists. Corporate/charter aviation is already pretty safe… but perhaps we can do even better.


This article first appeared on the AOPA Opinion Leaders blog.