A high-wing aircraft is considered to be more stable in a side-slip because of the pendulum effect. How does the pendulum effect increase stability in high wing aircraft?

This question is about high-wing stability, not about comparisons between low and high-wing design also in the question that talks about pros and cons of high and low-wing design, it doesn't really explain the stability from an aerodynamic point of view.

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    $\begingroup$ related: aviation.stackexchange.com/questions/701/… $\endgroup$ – Jay Carr Mar 25 '16 at 4:53
  • $\begingroup$ See: 3.3.4. High wing and keel surface $\endgroup$ – mins Mar 25 '16 at 10:04
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    $\begingroup$ this is not a duplicate of the linked question: it is stated there that the stability is an advantage, but lacks in details explaining where the stability comes from. $\endgroup$ – Federico Mar 25 '16 at 12:04
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    $\begingroup$ I'm with @Federico, the question is related, but this is not a dupe. $\endgroup$ – Jay Carr Mar 25 '16 at 14:18
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    $\begingroup$ @PeterKämpf pendulum effect is also called Keel Effect. I don't know much about this, but the FAA's Pilot's Handbook of Aeronautical Knowledge has a chapter about the aerodynamics of flight in which they explain the keel effect. $\endgroup$ – kepler22b Mar 25 '16 at 18:39

Are they really?

In a high wing aircraft the center of lift is above the center of gravity. This will not increase stability when the aircraft banks, however, as you rightly say, will help once the aircraft is in a sideslip. In order to keep the fuselage at an angle to the airflow, the wing has now to create a sideways lift component, which it does by flying at an angle to the horizontal. This roll angle of the aircraft will shift the center of gravity sideways, so it is not exactly below the center of lift, but offset laterally. This lateral offset seems to produce a rolling moment which works against the roll angle.

Below I sketched the major forces in a sideslip. Note that the aircraft has a sideways speed component which creates a side force on fuselage and tail (green) which needs to be counteracted by the sideways component of lift (blue).

Short Sandringham in sideslip

Short Sandringham in sideslip (based on this source)

But still the weight (black) is attacking at the center of gravity, so it will not roll the aircraft, and the lift is in the vertical plane of symmetry, so it, too, will not create a rolling moment. Ergo, we have no stabilizing effect due to the high wing location!

In a sideslip of a high-wing aircraft the windward wing root will see a slightly increased angle of attack while the leeward wing root will experience a reduced angle of attack due to the crossflow around the fuselage. This would indeed create a rolling moment because it will shift the center of lift sideways, out of the plane of symmetry. In a static sideslip the pilot will deflect the ailerons to maintain the roll angle as well as the rudder to maintain the sideslip, shifting the lift vector back into the vertical plane of symmetry. Now any stabilizing effect of the lift asymmetry is on purpose cancelled by the pilot!

However, this is achieved in a low wing airplane by adding dihedral. Therefore, a low wing aircraft can easily be made as stable as a high wing aircraft in a sideslip.

You will notice that the lateral aerodynamic force (green) acts above the center of gravity and also produces a correcting rolling moment. This is dictated by the location of the vertical tail, which contributes little to the location of the center of gravity, but produces a considerable share of the lateral force (reduced in the sideslip case by rudder deflection, however). This rolling moment, though, is almost independent of wing location. In a low wing, the center of gravity will be lower in total, especially when the engines are mounted on the wing, so the rolling moment contribution of the vertical tail is somewhat higher. The effect is small in a sideslip since the rudder deflection means that the fuselage contributes the majority of the side force. And this is not the pendulum effect which you asked about and which does not exist.

In airships, the pendulum effect is real, however: Since buoyancy always acts against gravity, a lateral offset of the heavy gondola will create an uprighting moment, just as it does in a pendulum. When turning, the heavy gondola will be pulled sideways by centrifugal forces, and the airship will roll. Since the turn is commanded with rudder, the rotation will give the rudder a small nose-down moment, which must be compensated by a nose-up elevator command. The pendulum effect will ensure that the gondola is at the lowest point in straight flight.

P.S.: Thanks to the hint of @kepler22b I have now discovered the keel effect page on Wikipedia. It also mentions the pendulum effect and calls both the fuselage contribution to the dihedral effect. Man, if there is ever a competition for the most misleading name of an effect, this would be the winning entry.

A pendulum is a mass mounted below the hinge point, so it will stabilize in the down position. A flying airplane is not hinged, so all motion is around the center of gravity. There simply is no pendulum effect in airplanes.

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    $\begingroup$ Good answer, but I have a question. If I look at your picture, and imagine this situation for a low wing, it will result in the same Sideforce, and the same Lift, but then at a lower location. As such both the sideways component of the Lift and the Sideforce will generate a clockwise moment. In the high wing case these cancel eachoter, in the low wing case they will add up. Isn't this a difference between high and low wing? $\endgroup$ – ROIMaison Mar 25 '16 at 12:30
  • $\begingroup$ @ROIMaison: The lateral center of pressure is not where the wing is, but determined by fuselage and vertical tail. In the example it is very close to the wing height (the vertical tail is pointing up, after all), but that will not change with a low wing location. Yes, it does produce a rolling moment, as discussed in this answer $\endgroup$ – Peter Kämpf Mar 25 '16 at 16:47
  • $\begingroup$ @ROIMaison: The pilot will make sure that the lift vector stays in the vertical plane of symmetry (by deflecting the ailerons), so regardless of wing position there is no rolling moment from the lift vector. $\endgroup$ – Peter Kämpf Mar 26 '16 at 7:49
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    $\begingroup$ @RyanMortensen: Please explain why a gondola has a pendulum effect! And which gondola? The engine gondola of an airship? This one has a pendulum effect, but is not hinged. A Venetian boat? Also not hinged, and it is stabilized by the center of gravity being below the metacenter. No pendulum effect, either. $\endgroup$ – Peter Kämpf Jun 15 '16 at 6:47
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    $\begingroup$ @RyanMortensen: It's even worse: As I understand it, they think the wing root is the hinge. The weight is the center of gravity, and if it is below the wing, this is supposed to stabilize the aircraft and pull it out of a roll angle. $\endgroup$ – Peter Kämpf Jun 15 '16 at 16:28

To have a simple sense about it, we can consider when an high wing aircraft is side slip to the right as shown in figure, there is a high pressure region near the fuselage below the right wing (windward wing, the direction from which the wind is coming) and a low pressure region on the other side.

High-wing stability

This will increase the lift of right wing and reduce lift of left wing, so a moment will be produced which tries to roll back the aircraft towards normal position.

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  • $\begingroup$ Reminds me of this question, where the air pockets would be created by the doors of a small airplane. $\endgroup$ – Sanchises Sep 18 '17 at 19:35
  • $\begingroup$ You are right, a high wing contributes some dihedral effect. But that is not directional stability by itself - add more dihedral on low wing airplanes and both come out the same. $\endgroup$ – Peter Kämpf May 31 '19 at 11:32

Love the diagrams. Does a parachute have no pendulum stability either?

Try scratch building gliders. What you can learn from paper, glue, and balsa is amazing!

Yes, a high wing has pendulum stability, as do HANG GLIDERS! As a matter of fact, the hang glider adjusting to (pendulum) weight shift ELIMINATES the need for control surfaces!

Pendulum effect can not be described aerodynamicly because it is NOT an aerodynamic force! This is a hard learned lesson for people who try to "trim out" a CG that is too far back.

In scratch building gliders one learns at higher speeds, aerodynamic forces rule, but as one slows down, weight distribution factors in more and more. An aircraft, IN STRAIGHT AND LEVEL FLIGHT, the CG will always try to be directly under CL.

On the flying boat, breaking the lift components down to vertical and horizontal may help clarify the point. For "pendulum effect" to work, weight underneath the center of lift (such as landing gear) is displaced from being directly under the center of lift. As the plane rolls, the center of lift in relation to CG can change. Easier to see in a hang glider or airship, but still present in a high wing aircraft.

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    $\begingroup$ Hang gliders only shift their wing relative to their center of gravity. See here for more. $\endgroup$ – Peter Kämpf May 31 '19 at 11:35
  • $\begingroup$ @Peter Kampf I believe this discussion has been resolved for turning and non turning cases. In the non turning case ANY displacement of CG from directly under Clift will result in a rolling moment to restore the alignment of lift and weight in the gravitational field (defining "lift" as all upward forces including buoyancy). Turning cases are indeed another story worthy of close examination and thought. $\endgroup$ – Robert DiGiovanni May 31 '19 at 11:49
  • $\begingroup$ @Peter Kampf after studying many of the beautiful mid wing glider designs of the 1930's (which also included drag reducing fairings) I can see how a whole generation of people grew up on center of gravity theory, indeed that was a GOOD place to put the wing for light, responsive roll control also needed in giant airliners. But, alas, the wing, or the ballon, or the parachute, or the hang glider, or a string, holds it up against gravity. That is reality. $\endgroup$ – Robert DiGiovanni May 31 '19 at 12:06

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