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Mountain Operations
A Primer
John Ostrander
Mountain Flying
Performance is the primary limiting factor in high-altitude
operations, particularly when operating aircraft with normally-aspirated
engines
Preflight planning and the estimating performance data are essential.
Preparation is important to any flight; it is essential in mountain
flying.
Introduction
High country accident records are replete with pilots who defied the
golden rules of mountain flying.
With each of these accidents, the safety record of the entire general
aviation industry is marred, with the associated legal, regulatory and
public relations consequences.
As pilots, we have a responsibility for both our own safety and, to
some degree, the public perception of general aviation.
Mountain Flight Training
Section 1 – Planning the Flight
Section 2 – Flight Operations
Section 3 - Cautions and Suggestions for Safe Mountain Flying
Section 1
Planning the Flight
Planning
The Pilot
Weather
Atmospheric Stability,
Temperature and Moisture Content
Mountain Airflow
Mountain Waves
Aircraft Performance: Density Altitude
Performance Prediction
The Pilot
Hypoxia
Increase in altitude is likely to result in a decrease in human
performance
Humans can acclimate to altitudes of 20,000 feet, as evidenced by the
Andean natives living and working at these extreme elevations.
Altitude tolerance varies from person to person
Weather
Atmospheric Stability and Temperature
Moisture Content
Mountain Airflow
Mountain Waves
Atmospheric Stability and Temperature
Stable air is less likely to generate intolerably turbulent
conditions.
Temperature plays a role in stability,
Warm air overlying a colder layer creates an inherently stable
condition.
Conversely, cold air above warm causes both to seek their proper
place in terms of density, resulting in convective churning.
Atmospheric Stability and Temperature
There are other ways to predict stability.
One of the best indicators is the lapse rate.
As a rule of thumb, calm air cools at a rate of 2 °
Celsius (or 3.5°
F) for each 1,000 foot increase in altitude.
This standard lapse rate is for marginally stable air. If the air
doesn't get as cold as quickly, or even warms with an increase in
altitude, the air is in the stable range. If the temperature drops at a
greater rate than standard, unstable air is present. As mentioned
earlier, air stability plays a key role in the development of mountain
weather systems. .
Atmospheric Stability and Temperature
Another temperature consideration for mountain flying involves
survival after a forced landing.
Climbing from sea level to an altitude of 10,000 feet, temperature
decreases by about 20 °C,
or 35°F
At a climb rate of 500 feet per minute, our aircraft can propel us
from summertime conditions to snow-ski weather in just 20 minutes.
Exacerbated by wind often associated with mountainous terrain.
A balmy temperature of 30 °F
will feel like 4°
in a 20 mph wind.
Atmospheric Stability and Temperature
Survival Implications:
In the event of an emergency landing in high terrain, survival may
depend on the cold-weather clothing we thought to pack in the aircraft.
Essentials:
warm boots, a full-body snowsuit with face protection and good
gloves. Ski apparel is well suited to most situations.
When operating in remote areas, particularly in the cooler months, a
full survival kit should be a checklist item. In any season, a supply of
drinking water is essential to survival.
Moisture Content
Clouds
Moist air will generate clouds.
Dry air won't.
Cloud formation offers insights into the type of air around them.
Cumulus cloud types indicate unstable air.
Stratus clouds tell of more stable atmospheric conditions.
Mountain Airflow
Imagine a slow-moving river with smooth flowing water.
Add rocks
Air flowing to a mountain or ridgeline is either deflected through
passes or lifted mechanically.
Often, it gains speed and becomes less stable.
Mountain Airflow
Windward Side
Lifted air tends to cool, often causing moisture to condense and form
clouds.
Can create upslope fog.
The way in which clouds develop offer clues as to the properties of
the air itself.
Billowing cumulous clouds hint at unstable air and similarly unstable
flight conditions;
Smooth stratiform clouds hint at the opposite.
The formation of clouds on the windward side of a mountain offers an
increased likelihood of precipitation there, as well.
Generally, smoother flight is to be found on the windward side, where
we receive the additional benefit of orographic lift.
Mountain Airflow
Leeward Side
Tends to receive less precipitation, since the descending air is
warmed and dried.
Air is "shaken up" by its tumultuous ride over the summit.
Airflow on the lee side tends to be far more turbulent and unstable.
Mountain Airflow
The Peaks and Ridgelines
As wind crosses a ridgeline, it accelerates.
Not uncommon for ridge top velocities to be twice as strong as
undisturbed airflow velocities.
This acceleration amplifies the effects of updrafts, downdrafts, and
the development of mini-weather systems.
Mountain Airflow
Preflight considerations include:
Speed and stability of the mountain airflow.
In
the face of high winds and unstable air, even experienced mountain
pilots in powerful aircraft will decline a scheduled flight.
During preflight weather briefings in mountainous areas, be certain
to request as much information as is available regarding wind speeds and
stability indices.
If a "go" decision is made, continuously look for signs of
adverse conditions, which we will explore in the following pages.
Mountain Waves
Formed by strong airflow over mountainous terrain.
Also called a "standing
wave."
Form on the downwind side of a mountain or ridgeline, and can extend
for 100 miles or more.
The intensity of the wave action is determined mainly by mountain
height, slope and wind velocity.
Mountain Waves
Can be predicted with some degree of accuracy.
Absent forecast information or PIREPs be alert for the presence of
the conditions necessary for mountain wave formation:
Wind flow perpendicular to the ridgeline, with velocities of 20 knots
or more at mountaintop level.
A wind profile marked by an increase in velocity near the summit. A
strong, steady airflow is usually found in the upper atmosphere.
An inversion layer near the mountaintop.
Mountain Waves
Visual signatures include:
lenticular clouds,
cap clouds and
rotor clouds.
These clouds are peculiar in that they appear to hold perfectly still
in the roiling airflow.
In fact, the clouds are anything but still; the passing airflow
offers moisture for condensation at a given location, then continuously
dissipates the visible moisture at the trailing edge of the cloud. These
clouds are constantly forming and dissipating in the same place.
Lenticular Clouds
Lens- or almond-shaped altocumulus clouds found in the upper regions
of the mountain wave, anywhere from just above ridge top level to more
than 40,000 feet.
Always form downwind from the ridge responsible for the wave, and may
form in bands or as a single cloud. Although the smooth form of
lenticular clouds indicates stable, laminar airflow in the vicinity of
the clouds, very unstable air is a virtual certainty in the area
immediately below.
The Cap Cloud
Or "foehnwall" has been described as resembling a fur cap
sitting on the crown of a mountain.
The largest part of the cloud hangs over the upwind side of the
mountain, with finger-like extensions running down the ridge on the lee
side.
The Rotor Cloud
Often described as a "horizontal tornado."
Rotor clouds mark the core area for violent updrafts and downdrafts,
which have been measured in velocities exceeding 5,000 feet per minute.
Found on the lee side of a ridge, expect turbulent air regardless of
mountain wave activity.
Bases are generally just below ridge top level, tops sometimes reach
the base of low-lying lenticular.
As with all clouds, those marking mountain waves are visual
signposts, offering valuable insights into atmospheric conditions.
"Reading" clouds is a particularly valuable skill in
mountainous areas.
Mountain Waves
Mountain waves usually offer visible clues of their existence, as
well as predictable atmospheric influences.
The existence of a mountain wave is a near certain indicator of
turbulence.
This varies from light to extreme, but generally tends toward severe.
The degree of turbulence varies with wind velocity, air stability and
location within the wave.
Mountain Waves
As with all clouds, those marking mountain waves are visual
signposts, offering valuable insights into atmospheric conditions.
"Reading" clouds is a particularly valuable skill in
mountainous areas.
Aircraft Performance
Density Altitude
Predicting Performance
Density Altitude
Density altitude is where your airplane thinks it is.
Pressure Altitude corrected for non-standard temperature.
Why it’s important.
Density Altitude
Why it’s important
Both lift and engine output are affected by changes in density
altitude.
Combined, these changes can be significant.
In the summer months, it is not uncommon for density altitude at
high-elevation airports to exceed the service ceiling of
many normally aspirated aircraft.
Density Altitude
During the cool hours of early morning and evening, the cooler
temperatures may lower density altitude to a reasonable level.
The less turbulent air and lighter winds associated with these times
of the day are added benefits.
Density Altitude
Review the essential elements of temperature and pressure.
Ambient Condition Standards:
Temperature 15 degrees Celsius or 59 degrees Fahrenheit.
Pressure – 29.92 inches Hg
Lapse Rate:
-2 degrees Celsius/1,000 feet of elevation
-1 inch Hg/1,000 feet of elevation
Density Altitude
Armed with pressure altitude and outside air temperature, we can
determine density altitude from a chart or by using a slide-rule or
electronic computer.
The most profound effect of elevated density altitude values is a
decrease in take-off and climb performance.
In hot and high conditions, density altitude consideration is vital
for several reasons.
Density Altitude
First, even if the available runway is adequate for takeoff,
conditions may not allow a reasonable climb rate.
As a rule, it takes 40 to 80 percent more distance to clear a 50-foot
obstacle than it does to get the wheels off the ground.
This assumes that the aircraft is actually flying and not just
mushing along in ground effect.
Density Altitude
First, even if the available runway is adequate for takeoff,
conditions may not allow a reasonable climb rate.
As a rule, it takes 40 to 80 percent more distance to clear a 50-foot
obstacle than it does to get the wheels off the ground.
This assumes that the aircraft is actually flying and not just
mushing along in ground effect.
Predicting Performance
POH/IM
Computers
Technique
POH/IM
The best source for aircraft performance data
Complex and more recently manufactured aircraft generally more
comprehensive is the POH
Some older aircraft are left without much information
Computers
There are a number of computers that provide general estimates of
predicted performance.
The Denalt computer is a simple circular slide rule capable of
arriving at relatively conservative takeoff distance and rate-of-climb
values. The Denalt factors ambient temperature and density altitude into
sea-level performance for a given aircraft to arrive at its estimates..
More sophisticated computers allow a wide range of
performance-changing variables to be factored into its final estimate of
aircraft performance.
Technique
Takeoff and climb performance are critical in high-country
operations,
It is a good idea to use more than one source for calculation.
The value obtained by the aircraft POH is considered the most
accurate.
However, a significantly longer ground roll computed on a slide rule
computer should be taken quite seriously.
Technique
Performance values obtained from the POH should be considered very
optimistic in nature.
Original figures were obtained in a new, perfect-condition aircraft
with an experienced test pilot at the controls.
Calculated performance figures should be padded by 50%-100% to allow
for less definitive variables.
Technique
Climb out at a calculated airspeed, rather than a
"ballpark" figure.
(be
precise)
The best-rate and best-angle of climb airspeeds that we've likely
committed to memory for our aircraft are usually values for sea-level,
standard-day, gross weight operations.
For high-country operations, an understanding of performance values
beyond the baseline is critical.
Technique
First, best rate of climb airspeed (Vy) decreases with altitude.
For example, a Cessna 172N offers its best sea-level climb
performance at 73 knots; at 12,000 feet, Vy is 67. Climbing through
12,000 feet at any airspeed other than 67 knots will result in decreased
climb performance.
Technique
For aircraft without published Vy values other than sea level, it is
generally assumed that Vy decreases by approximately 1% per 1,000-foot
increase in altitude.
As with all rules of thumb, this is a rough estimate, which is better
than no estimate at all.
Technique
Best angle of climb airspeed (Vx), on the other hand,
increases as altitude increases.
The change is not as great as the VY change.
The rule of thumb here is to allow for just less than a .05% increase
per 1,000-foot increase in altitude.
Technique
Airspeed control required for flight at the absolute ceiling is a
cogent reminder that speed ranges become smaller and smaller and
airspeed control becomes increasingly critical as altitude increases.
Technique
Many POHs fail to offer much guidance on target climb speeds at
reduced weights.
Another rule-of-thumb is useful here. For most single-engine light
aircraft, Vy and Vx each decrease about .5 knots
for each 100 pounds below maximum gross weight.
The climb performance improvement available varies significantly from
aircraft to aircraft, but can be as much as 100-feet-per-minute for each
100 pounds off-loaded.
Section 2
Flight Operations
Flight Operations
Routing and Terrain
High-Elevation Takeoffs
Enroute: Leaning
Cruising Flight Cockpit Check
Rough Air Procedures
Landings
Specific Mountain Airport Peculiarities
Summary
Routing and Terrain
A thorough study of the terrain along the proposed route.
Highest elevations along that route will determine the cruise
altitude requirement.
Climbs-to-altitude and circuitous routings can substantially increase
fuel use.
File a flight plan.
Routing and Terrain
Safe crossing altitudes are determined in large part by wind and
turbulence.
In placid air, a margin of just 1,000 feet above the ridge may be
adequate.
Winds greater than 20 knots or unstable air, 3,000 feet or more.
Cardinal rule of operating in mountainous terrain:
Always be able to turn toward lower terrain. Note: Initially, you
must be able to descend without turning; otherwise you are too low.
Routing and Terrain –
In Flight Emergency
In-flight emergency requiring a landing,
turn downhill immediately.
look for valleys or meadows or other favorable landing areas
if landing in trees is necessary, look for a stand containing smaller
trees.
The landing should be made upwind and uphill if at all possible.
Contact with the ground should be made at a slow airspeed, but at a
flying airspeed.
Do not try to stall out at any significant height above the ground or
attempt to pancake the airplane.
Attempting to minimize forward speed often results in high vertical
and horizontal impact loads.
Both the aircraft structure and your body are capable of sustaining
stronger forward impact loads compared to vertical loads. The best
approach involves slow, but controlled, ground contact at a minimum
vertical sink rate.
High-Elevation Takeoffs
Go/no-go decisions at high-country airports are influenced by:
density altitude,
aircraft weight,
wind, and
runway surface and slope.
High-Elevation Takeoffs
After these variables are applied to POH or computer-generated
estimates, takeoff roll and initial climb estimates are made, and a 50
to 100% safety factor is applied. If a go decision is made, the pilot
then needs to apply proper high-country operating techniques to obtain
the best possible aircraft performance.
High-Elevation Takeoffs
Select an abort marker. This can be a crossing runway, the fifteenth
(for example) runway light, or a point adjacent to an object on the
ground.
This point should consider your takeoff distance estimate and its
associated safety factor, balanced against the distance required to stop
the aircraft.
This point should be considered a non-negotiable go/no-go decision
point.
During a long, fast takeoff roll, it will prevent having to make a
critical decision late in the takeoff sequence.
High-Elevation Takeoffs
Departure flight path more important in the mountains than in lower
elevations.
Particularly true of airports situated in craggy terrain, where
straight-out departures could result in an off-airport mountainside
landing.
Local pilots great help describing safe departure corridors.
Look for a path offering the gentlest turns possible, since any
departure from straight flight consumes lift.
Visualize the airflow over mountains along the route. The lowest pass
may not be the best if it requires passing through downdrafts.
High-Elevation Takeoffs
Also ask local pilots about runway grade. In mountainous terrain,
visual illusions abound, and what appears to be a perfectly level
airstrip may have a substantial slope.
High-Elevation Takeoffs
Run-up
Density altitude above 5,000 feet, make a full-power run-up.
Allows you to set the mixture for maximum power at take-off.
Requires a hard surface free of sand or pebbles
If there is no debris-free location for a full-power run-up, you have
no choice but to estimate the mixture setting and tweak it during the
takeoff roll.
High-Elevation Takeoffs
Flaps.
Add drag as well as lift, their value to takeoff performance
diminishes as altitude increases.
General rule - if the POH recommends 20° flaps for a short field
takeoff at sea level, we would use half that, or 10°, at a density
altitude between sea level and the aircraft's absolute ceiling.
At density altitudes closer to absolute ceiling, even minimal drag is
undesirable, don’t use flaps.
High-Elevation Takeoffs
Best angle-of-climb airspeed (VX) for our aircraft at the
heightened altitude.
Rotation speed (VR) should be approximately five knots
slower than VX.
Offers a good balance between the too fast/too slow dilemma described
in the previous section.
Pilots inexperienced in high-country operations often try to rotate
early, resulting in a significant drag increase for the duration of the
takeoff roll.
Leaning
Proper Leaning
Most efficient, most power
Mixture should be adjusted whenever a power setting or altitude
changes.
After startup at a high density-altitude airport, the power should be
set to 1,000 RPM and the mixture leaned for maximum RPM.
Leaning
For the run-up, it is necessary to enrich the mixture from its taxi
setting.
Usually, pushing the mixture half way in from its taxi position
provides a usable setting.
After run-up, lean the mixture again for maximum RPM until ready for
takeoff.
Leaning
Engine manufacturers require that the mixture be set to the full rich
position for takeoff.
This setting is intended to augment engine cooling.
However, the "full rich" stipulation usually doesn't apply
at density altitudes above 5,000 feet.
There, the reverse applies;
to obtain maximum power for takeoff, it is necessary to lean to the
best power setting prior to takeoff.
During climb-out, the process of leaning for best power will
continue.
Only upon reaching cruise altitude does the mixture control come to
rest..
Leaning
Another leaning consideration has to do with equipment installed in
the aircraft.
Exhaust Gas Temperature (EGT) gauge.
The best mixture setting is obtained when the EGT on the hottest
cylinder is taken to its hottest point, then the mixture enriched until
the temperature cools by 50° to 100°, depending on advice offered by
the manufacturer.
Fuel flow meter also provides good leaning counsel. When neither of
these aids is available, engines paired with fixed-pitch props can be
leaned to maximum RPM.
Use a good ear in the engine tuning process.
Cruising Flight Cockpit Check
Performance decreases drastically above 6,000 feet.
Practiced routine for cockpit chores.
Systematic approach
Comms
Avionics
Nav
Gyro
Engine
Trim
Rough Air Procedures
Use VA in turbulent conditions
Keep pitch and bank as level as possible.
Don’t fight the controls-be gentle.
Mountain waves may prevent climbs at VY
There are situations in which an aircraft cannot keep from climbing
even while pitched nose-down and at idle power .
Accept and notify ATC if on IFR flight plan
Landings
Plan performance from POH
Expect higher than normal ground speed – its not an illusion.
Fly the approach at the minimum acceptable approach speed.
Increase approach speed only for gusty or wind shear conditions.
Landings
The Approach
Stabilized approach essential to high-altitude operations.
Adjust power for a reasonable descent profile at the planned
airspeeds.
On short final, trim the airplane for five knots faster than the
over-the-fence airspeed.
Once below 200 feet AGL and committed to landing, add up to full
flaps.
Keep in mind, with flaps and gear extended, there may not be
sufficient power to maintain level flight, let alone enter a climb. At
this point, you’ve committed to land.
Landings
The Round out, Flare and Touchdown.
Entering ground effect, usually below 20 feet AGL, reduce power to
idle and initiate flare per normal procedure.
At touchdown, the sensation of speed and vibration will be
accentuated due to the increased true airspeed.
Use short field braking technique.
Raising the flaps, too, can reduce lift and allow improved braking.
At turn-off, you should further lean the mixture setting to a taxi
power setting. Prevent over-rich engine settings on the ground to
prevent spark plug fouling, make more engine power available for the
next departure.
Landings
Go Around
If a go-around is necessary,
apply full power without delay
establish the airplane in the best angle of climb attitude.
Bear in mind that published best angle-of-climb airspeeds generally
are intended for gear-up, no-flap, sea-level climbs. In a dirty
configuration half way to the aircraft's absolute altitude, best climb
performance could occur as much as five knots slower than published Vx.
Reduce flaps to the setting recommended in the POH. The landing gear
should be retracted when the runway and any rollout area cease to be
usable.
Specific Mountain Airport Peculiarities
Big Bear and Tahoe, California, are popular high-altitude airports
with excellent facilities. Both occasionally have turbulent conditions,
generally associated with unstable afternoon air.
Visual illusions are not uncommon at high-country airports. Mariposa,
California, features a sloped runway that appears level during the
approach.
Mammoth, California, the seemingly level terrain past the end of the
runway actually slopes up about 200 feet per mile. At 90 knots, an
aircraft climbing at 300 feet per minute would just keep pace with the
terrain gradient.
Summary
If you can recognize certain hazards and appropriately address them,
the high country offers safe flying in some of the planet's most
breathtaking scenery. It is a substantial reward for completing mountain
flight training.
Section 3
Cautions and Suggestions for Safe Mountain Flying
Terrain
The flight should be planned and flown to avoid terrain that would
prevent a safe (survivable) forced or precautionary landing.
Altitude
Sufficient altitude should be maintained at all times to permit
gliding to a reasonably safe landing area.
Routes
The flight should be made along routes that include populated areas,
roads and/or rivers and well-known mountain passes.
Sectional Charts
Are much better than WAC charts for detailed information useful in
pilotage.
Study them thoroughly for prominent navigational information and
check points useful over the route to be flown.
Magnetic Compass.
With proper application of variation, deviation, and wind correction
information, it is the only device you can rely on to get you out of
trouble.
However, be alert to compass irregularities in areas of local
magnetic disturbance, usually marked on maps and charts.
Winds
Don't fly in light aircraft when winds aloft, at your proposed
altitude, are reported above 30 knots. Expect winds to be of much
greater velocity over ridges and through passes than reported a few
miles from them.
Know the wind direction at all times; compare it to water as it flows
up, over and down mountain ranges. Watch for abrupt changes of wind
direction and speed in mountainous terrain.
Terrain to Avoid
Don't fly near or above abrupt changes of terrain such as cliffs,
peaks or rugged edges. Extreme turbulence may be expected, especially
with high winds.
Don't fly up the MIDDLE of a canyon at any time. It is better to fly
up one side or the other to so as to be in better position to make a 180
degree turn. The sun side is the lift side (normally).
Downdrafts
Don't get excited if you get in a downdraft. It will usually cease,
leaving enough altitude above the ground to maneuver safely away.
DO NOT count on this in extremely turbulent air or canyon areas.
When encountering a downdraft, maintain sufficient airspeed, guard
against stalling and fly out of the downdraft to an updraft area or
smoother air (use maximum available power).
Horizon
Realize the actual horizon is near the base of the mountain. The
mistake of using the summit of the peaks as the horizon will result in
the aircraft being placed in a climb attitude. This could inadvertently
lead to a stall.
Mountain Passes
Approach mountain passes with as much excess altitude as possible.
Downdrafts of 1,500 to 2,000 (or more) may be encountered on the leeward
side.
Approaching the passes over a ridge will reduce this effect
considerably. A clearance of 1,500 feet to 2,000 feet is preferred on
windy days (at least!).
Expect winds above 10,000 feet to be prevailing westerlies in most
western state areas.
Approach passes and ridges at a 45-degree angle so that you will be able
to turn 90 degrees to the low country, instead of 180 degrees, if you
encounter too great a downdraft.
Landings
Many experienced pilots advise that an inexperienced pilot should
make a power-on approach and landing at a high altitude airport.
This procedure is definitely advisable in gusty air.
Parking on sloping terrain may cause fuel to siphon overboard. Place
the fuel selector in OFF when parked or tied down. (don't forget to turn
the fuel selector back to ON before departure!).
Takeoffs
When taking off in a narrow canyon with several sharp bends, DOWN AIR
may be encountered without warning.
General
Remember that seldom is a flight in mountainous terrain purely
routine - - EXPECT THE UNEXPECTED!!
Remember that YOU, the PILOT, have responsibility for the GO/NO-GO
decision based on the best information available.
DO NOT let compulsion take the place of good judgment: Know you CAN
go or stay on the ground!
Always remain in a position that permits a turn toward
lower terrain.
Enjoy the adventure! |
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