InfoDotInc / archive systemEstablished online record · rebuilding deliberately
InfoDotInc

Technical documents, historic paths, and source-backed reference material.

Archive / FAA Instrument Flying Handbook / FAA Instrument Flying Handbook: Chapter 3 — Human Factors

Chapter 3 — Human Factors, Part 2

Chapter 3 — Human Factors — Part 2

FAA-H-8083-15B (2012)

Graveyard spiral

Graveyard spin Correct path

Figure 3-7. Graveyard spiral.

Coriolis Illusion

The coriolis illusion occurs when a pilot has been in a turn

long enough for the fluid in the ear canal to move at the same

speed as the canal. A movement of the head in a different

plane, such as looking at something in a different part of the

flight deck, may set the fluid moving and create the illusion

of turning or accelerating on an entirely different axis.

This action causes the pilot to think the aircraft is doing a

maneuver that it is not. The disoriented pilot may maneuver

the aircraft into a dangerous attitude in an attempt to correct

the aircraft’s perceived attitude.

For this reason, it is important that pilots develop an

instrument cross-check or scan that involves minimal

head movement. Take care when retrieving charts and

other objects in the flight deck—if something is dropped,

retrieve it with minimal head movement and be alert for

the coriolis illusion.

Graveyard Spiral

As in other illusions, a pilot in a prolonged coordinated,

constant-rate turn, will have the illusion of not turning. During

the recovery to level flight, the pilot experiences the sensation

of turning in the opposite direction. The disoriented pilot may

return the aircraft to its original turn. Because an aircraft tends

to lose altitude in turns unless the pilot compensates for the

loss in lift, the pilot may notice a loss of altitude. The absence

of any sensation of turning creates the illusion of being in a

level descent. The pilot may pull back on the controls in an

attempt to climb or stop the descent. This action tightens the

spiral and increases the loss of altitude; hence, this illusion is

referred to as a graveyard spiral. [Figure 3-7] At some point,

this could lead to a loss of control by the pilot.

Somatogravic Illusion

A rapid acceleration, such as experienced during takeoff,

stimulates the otolith organs in the same way as tilting the

head backwards. This action creates the somatogravic illusion

of being in a nose-up attitude, especially in situations without

good visual references. The disoriented pilot may push the

aircraft into a nose-low or dive attitude. A rapid deceleration

by quick reduction of the throttle(s) can have the opposite

effect with the disoriented pilot pulling the aircraft into a

nose-up or stall attitude.

Inversion Illusion

An abrupt change from climb to straight-and-level flight can

stimulate the otolith organs enough to create the illusion of

tumbling backwards or inversion illusion. The disoriented

pilot may push the aircraft abruptly into a nose-low attitude,

possibly intensifying this illusion.

Elevator Illusion

An abrupt upward vertical acceleration, as can occur in

an updraft, can stimulate the otolith organs to create the

illusion of being in a climb. This is called elevator illusion.

The disoriented pilot may push the aircraft into a nose-low

Skid, slip, and uncoordinated turns feel alike.

Pilots feel they are being forced sideways in their seat.

Level Coordinated turn Pull out

Level skid Forward slip Uncoordinated turn

Figure 3-8. Sensations from centrifugal force.

attitude. An abrupt downward vertical acceleration, usually

in a downdraft, has the opposite effect with the disoriented

pilot pulling the aircraft into a nose-up attitude.

Visual Illusions

Visual illusions are especially hazardous because pilots rely

on their eyes for correct information. Two illusions that lead

to spatial disorientation, false horizon and autokinesis, are

concerned with only the visual system.

False Horizon

A sloping cloud formation, an obscured horizon, an aurora

borealis, a dark scene spread with ground lights and stars,

and certain geometric patterns of ground lights can provide

inaccurate visual information, or false horizon, for aligning

the aircraft correctly with the actual horizon. The disoriented

pilot may place the aircraft in a dangerous attitude.

Autokinesis

In the dark, a stationary light will appear to move about when

stared at for many seconds. The disoriented pilot could lose

control of the aircraft in attempting to align it with the false

movements of this light called autokinesis.

Postural Considerations

The postural system sends signals from the skin, joints, and

muscles to the brain that are interpreted in relation to the

Earth’s gravitational pull. These signals determine posture.

Inputs from each movement update the body’s position to

the brain on a constant basis. “Seat of the pants” flying is

largely dependent upon these signals. Used in conjunction

with visual and vestibular clues, these sensations can be

fairly reliable. However, because of the forces acting upon

the body in certain flight situations, many false sensations

can occur due to acceleration forces overpowering gravity.

[Figure 3-8] These situations include uncoordinated turns,

climbing turns, and turbulence.

Demonstration of Spatial Disorientation

There are a number of controlled aircraft maneuvers a pilot

can perform to experiment with spatial disorientation. While

each maneuver normally creates a specific illusion, any false

sensation is an effective demonstration of disorientation. Thus,

even if there is no sensation during any of these maneuvers,

the absence of sensation is still an effective demonstration

in that it shows the inability to detect bank or roll. There are

several objectives in demonstrating these various maneuvers.

1. They teach pilots to understand the susceptibility of

the human system to spatial disorientation.

2. They demonstrate that judgments of aircraft attitude

based on bodily sensations are frequently false.

3. They help lessen the occurrence and degree of

disorientation through a better understanding of the

relationship between aircraft motion, head movements,

and resulting disorientation.

4. They help instill a greater confidence in relying on

flight instruments for assessing true aircraft attitude.

A pilot should not attempt any of these maneuvers at

low altitudes or in the absence of an instructor pilot or an

appropriate safety pilot.

Climbing While Accelerating

With the pilot’s eyes closed, the instructor pilot maintains

approach airspeed in a straight-and-level attitude for several

seconds, and then accelerates while maintaining straight-

and-level attitude. The usual illusion during this maneuver,

without visual references, is that the aircraft is climbing.

Climbing While Turning

With the pilot’s eyes still closed and the aircraft in a straight-

and-level attitude, the instructor pilot now executes, with a

relatively slow entry, a well-coordinated turn of about 1.5

positive G (approximately 50° bank) for 90°. While in the

turn, without outside visual references and under the effect of

the slight positive G, the usual illusion produced is that of a

climb. Upon sensing the climb, the pilot should immediately

open the eyes and see that a slowly established, coordinated

turn produces the same feeling as a climb.

Diving While Turning

Repeating the previous procedure, with the exception that

the pilot’s eyes should be kept closed until recovery from

the turn is approximately one-half completed can create this

sensation. With the eyes closed, the usual illusion is that the

aircraft is diving.

Tilting to Right or Left

While in a straight-and-level attitude, with the pilot’s eyes

closed, the instructor pilot executes a moderate or slight

skid to the left with wings level. This creates the illusion of

the body being tilted to the right. The same illusion can be

sensed with a skid to the right with wings level, except the

body feels it is being tilted to the left.

Reversal of Motion

This illusion can be demonstrated in any of the three planes of

motion. While straight and level, with the pilot’s eyes closed,

the instructor pilot smoothly and positively rolls the aircraft

to approximately a 45° bank attitude. This creates the illusion

of a strong sense of rotation in the opposite direction. After

this illusion is noted, the pilot should open his or her eyes

and observe that the aircraft is in a banked attitude.

Diving or Rolling Beyond the Vertical Plane

This maneuver may produce extreme disorientation. While

in straight-and-level flight, the pilot should sit normally,

either with eyes closed or gaze lowered to the floor. The

instructor pilot starts a positive, coordinated roll toward a

30° or 40° angle of bank. As this is in progress, the pilot

tilts his or her head forward, looks to the right or left, then

immediately returns his or her head to an upright position.

The instructor pilot should time the maneuver so the roll is

stopped as the pilot returns his or her head upright. An intense

disorientation is usually produced by this maneuver, and the

pilot experiences the sensation of falling downward into the

direction of the roll.

In the descriptions of these maneuvers, the instructor pilot is

doing the flying, but having the pilot do the flying can also

be a very effective demonstration. The pilot should close his

or her eyes and tilt their head to one side. The instructor pilot

tells the pilot what control inputs to perform. The pilot then

attempts to establish the correct attitude or control input with

eyes closed and head tilted. While it is clear the pilot has no

idea of the actual attitude, he or she will react to what the

senses are saying. After a short time, the pilot will become

disoriented, and the instructor pilot then tells the pilot to

look up and recover. The benefit of this exercise is the pilot

experiences the disorientation while flying the aircraft.

Coping with Spatial Disorientation

To prevent illusions and their potentially disastrous

consequences, pilots can:

1. Understand the causes of these illusions and remain

constantly alert for them. Take the opportunity to

understand and then experience spatial disorientation

illusions in a device, such as a Barany chair, a

Vertigon, or a Virtual Reality Spatial Disorientation

Demonstrator.

2. Always obtain and understand preflight weather

briefings.

3. Before flying in marginal visibility (less than 3 miles)

or where a visible horizon is not evident such as flight

over open water during the night, obtain training and

maintain proficiency in airplane control by reference

to instruments.

4. Do not continue flight into adverse weather conditions

or into dusk or darkness unless proficient in the use of

flight instruments. If intending to fly at night, maintain

night-flight currency and proficiency. Include cross-

country and local operations at various airfields.

5. Ensure that when outside visual references are used,

they are reliable, fixed points on the Earth’s surface.

6. Avoid sudden head movement, particularly during

takeoffs, turns, and approaches to landing.

7. Be physically tuned for flight into reduced visibility.

Ensure proper rest, adequate diet, and, if flying at

night, allow for night adaptation. Remember that

illness, medication, alcohol, fatigue, sleep loss, and

Water Refraction

Rain on the windscreen can create an illusion of being at a

higher altitude due to the horizon appearing lower than it is.

This can result in the pilot flying a lower approach.

Haze

Atmospheric haze can create an illusion of being at a greater

distance and height from the runway. As a result, the pilot

has a tendency to be low on the approach. Conversely,

extremely clear air (clear bright conditions of a high attitude

airport) can give the pilot the illusion of being closer than

he or she actually is, resulting in a high approach that may

cause an overshoot or go around. The diffusion of light due

to water particles on the windshield can adversely affect

depth perception. The lights and terrain features normally

used to gauge height during landing become less effective

for the pilot.

Fog

Flying into fog can create an illusion of pitching up. Pilots

who do not recognize this illusion often steepen the approach

quite abruptly.

Ground Lighting Illusions

Lights along a straight path, such as a road or lights on

moving trains, can be mistaken for runway and approach

lights. Bright runway and approach lighting systems,

especially where few lights illuminate the surrounding

terrain, may create the illusion of less distance to the

runway. The pilot who does not recognize this illusion will

often fly a higher approach.

How To Prevent Landing Errors Due to

Optical Illusions

To prevent these illusions and their potentially hazardous

consequences, pilots can:

1. Anticipate the possibility of visual illusions during

approaches to unfamiliar airports, particularly at night

or in adverse weather conditions. Consult airport

diagrams and the Airport/Facility Directory (A/FD)

for information on runway slope, terrain, and lighting.

2. Make frequent reference to the altimeter, especially

during all approaches, day and night.

3. If possible, conduct aerial visual inspection of

unfamiliar airports before landing.

4. Use Visual Approach Slope Indicator (VASI) or

Precision Approach Path Indicator (PAPI) systems

for a visual reference or an electronic glideslope,

whenever they are available.

mild hypoxia are likely to increase susceptibility to

spatial disorientation.

8. Most importantly, become proficient in the use of

flight instruments and rely upon them. Trust the

instruments and disregard your sensory perceptions.

The sensations that lead to illusions during instrument

flight conditions are normal perceptions experienced by

pilots. These undesirable sensations cannot be completely

prevented, but through training and awareness, pilots can

ignore or suppress them by developing absolute reliance

on the flight instruments. As pilots gain proficiency in

instrument flying, they become less susceptible to these

illusions and their effects.

Optical Illusions

Of the senses, vision is the most important for safe

flight. However, various terrain features and atmospheric

conditions can create optical illusions. These illusions

are primarily associated with landing. Since pilots

must transition from reliance on instruments to visual

cues outside the flight deck for landing at the end of an

instrument approach, it is imperative they be aware of the

potential problems associated with these illusions and take

appropriate corrective action. The major illusions leading

to landing errors are described below.

Runway Width Illusion

A narrower-than-usual runway can create an illusion the

aircraft is at a higher altitude than it actually is, especially

when runway length-to-width relationships are comparable.

[Figure 3-9A] The pilot who does not recognize this illusion

will fly a lower approach with the risk of striking objects

along the approach path or landing short. A wider-than-usual

runway can have the opposite effect with the risk of leveling

out high and landing hard or overshooting the runway.

Runway and Terrain Slopes Illusion

An upsloping runway, upsloping terrain, or both can create

an illusion the aircraft is at a higher altitude than it actually

is. [Figure 3-9B] The pilot who does not recognize this

illusion will fly a lower approach. Downsloping runways and

downsloping approach terrain can have the opposite effect.

Featureless Terrain Illusion

An absence of surrounding ground features, as in an

overwater approach, over darkened areas, or terrain made

featureless by snow, can create an illusion the aircraft is at

a higher altitude than it actually is. This illusion, sometimes

referred to as the “black hole approach,” causes pilots to fly

a lower approach than is desired.

Normal Approach

25 Normal Approach

Normal Approach

Normal Approach

Downsloping runway Upsloping runway

Upsloping runway Downsloping runway

Wider runway Narrower runway

Wider runwayNarrower runway

Normal approach Approach due to illusion

Figure 3-9A

Runway width illusion

• A narrower-than-usual runway can

created an illusion that the aircraft

is higher than it actually is, leading

to a lower approach.

• A wider-than-usual runway can

create an illusion that the aircraft is

lower than it actually is, leading to

a higher approach.

Figure 3-9B

Runway slope illusion

• A downsloping runway can create

the illusion that the aircraft is lower

than it actually is, leading to a

higher approach.

• An upsloping runway can create

the illusion that the aircraft is higher

than it actually is, leading to a lower

approach.

Figure 3-9. Runway width and slope illusions.

5. Utilize the visual descent point (VDP) found on many

nonprecision instrument approach procedure charts.

6. Recognize that the chances of being involved in an

approach accident increase when some emergency or

other activity distracts from usual procedures.

7. Maintain optimum proficiency in landing procedures.

Original source PDFPublished from pages 73–77 of the recorded source chapter.
Open source PDF ↗