Concept

Upwash — where it appears

The upward flow a lifting wing induces beyond its tips and ahead of itself, the counterpart of the downwash behind and between. A second wing flying in it meets the air at a larger angle and needs less power for its lift, which is the saving formation flight exploits.

Named by 5 essays across one field — each of them below, with the objects they name alongside it.

Tip to tip, two wings cost exactly half of what they cost apart. The induced-drag saving of a pair of wings against the gap between their tips, as a fraction of what the two pay flying alone. With the tips touching the pair is one wing of twice the span carrying twice the lift, and the arithmetic of that is exact: the drag halves, and the computation returns 0.499257 of the separate figure. Pull them apart and the saving falls away with the square of the distance. Birds fly in a V because the tips are the part worth overlapping, and the spacing that pays is a small fraction of a span rather than any distance a formation could hold by eye.

The lift beside a wing

Fly two aeroplanes with their wingtips touching and the pair costs exactly half what the two cost apart. Not approximately half — the arithmetic is a closed form, because two wings tip to tip are one wing of twice the span, and induced drag goes as the square of it.

circulation · Formation
The V in which every bird pays the same is curved. Nine birds one span apart, flying up the page, in plan: each short line is a wing, its height its distance behind the leader in spans. The straight V at 7.5° — the fairest straight V — and the V whose members' positions are solved so that every one pays exactly the same share of the induced drag. The equal-share arms leave the leader almost abreast and bend back ever more steeply: 1.6°, 7.6°, 17°, 32° from the apex to the tips.

A fair V is a curved V

In a straight V of birds somebody always pays more than somebody else: at the fairest angle the leader and the two birds at the tips pay half again what the birds between them pay. The V in which every bird pays exactly the same can be solved for, and it is not straight. Its arms leave the leader almost abreast and bend back ever more steeply, to thirty-two degrees at the tips of a flock of nine. The share every bird then pays is the flock's average, fixed by Munk's theorem before any position is chosen — so fairness costs nothing, and the only thing that can make the flock cheaper is flying closer together sideways.

circulation · Formation
The wake a flapping bird leaves is a wave in the air. Side view, the air at rest: the path the leader's wingtip traced, where its tip vortex now lies, over two wingbeats; lengths along the flight path in wake wavelengths — the distance flown in one beat — and heights in spans, for a tip swinging a fifth of a span each way. A follower three-tenths of a wavelength behind that beats three-tenths of a beat later traces the same path and flies along the leader's vortex all the way; one that beats half a beat off that traces the mirror image and meets the vortex only twice a beat.

The follower beats in time with the wake, not the bird

A gliding bird can sit in its neighbour's upwash and stay there. A flapping bird's wake is a wave left in the air — the path its wingtip traced, rising and falling with every beat — and a bird behind gains only if its own wing is where that wave is when it arrives. The best timing is a rule with no aerodynamics in it: lag the bird ahead by the time the wake took to come, so that each wingtip retraces the path of the one before. Directly behind, the rule flips by half a beat, and it buys a smaller loss rather than a gain.

circulation · Formation
A follower can wander further fore and aft than sideways. A flapping follower's saving, averaged over a wander of its place with the standard deviation shown, as a fraction of its own induced drag: fore and aft, holding the phase that suits its average place, for tips swinging a tenth, a fifth and four-tenths of a span; and sideways, beating in phase. The saving in place is 0.837. Sideways it has halved at a wander of 0.185 spans; fore and aft, with a fifth-span swing, only at 0.804, a third of the wake's wavelength, and with the four-tenths a cruising bird swings, at 0.37. With a tenth-span swing it never halves.

A flapping follower can drift fore and aft, but not sideways

A bird in a flapping V has to be in the right place and beat at the right phase for that place, and no bird holds its place exactly. Drifting fore and aft costs it phase, at a full beat for every wavelength of the wake; drifting sideways takes it off the leader's tip vortex. The first is two to four times cheaper than the second, it can be bought back by re-timing the beat within about one beat of the drift, and the second cannot be bought back at all. So the precision a follower needs is sideways, and the attention it needs is on its timing.

circulation · Formation
A lagged re-timing passes no error down the V. The variance of each bird's phase error, in radians squared, against its place in one arm of a V, for fore-and-aft wander of half a span correlated over four beats. Holding a fixed phase, every bird's error is its offset from the bird ahead, 3.16. Re-timing with a one-beat lag, every bird's error is 0.632 — the first follower's and the thirtieth's alike, to the last digit. Re-timing as smoothly but through two half-beat lags, the error grows from 0.819 at the first follower to 1.05 at the tenth and 1.08 at the thirtieth, and is still growing slowly there.

A wandering flock passes no error down the V

In a flapping V every bird re-times its beat to the wake of the bird ahead, whose own beat is imperfectly timed, so the errors ought to pile up along the arm. With the simplest way of re-timing they do not, at all: the thirtieth bird is off its phase by exactly as much as the first. A one-beat lag and its complement add to one at every frequency, and that identity telescopes the whole arm. Re-time more smoothly and the errors do accumulate — by about a third, and then they stop.

circulation · Formation

Named alongside it

The objects these essays reach for when they reach for this one.

Induced dragModel limitThe Trefftz planeWakeFlapping wingFormation flightPhaseFormationMunk's stagger theoremOptimisationSpan loadingTrailing vortex

All concepts