Messerschmitt Bf.109 E
On May 4, 1940,
a Bf.109E (Wn: 1304) was flown to RAF
Boscombe Down, where it was appraised by the
Aircraft and Armament Experimental
Establishment (A & AEE); then later flown to
the Royal Aircraft Establishment (RAE) at
Farnborough for handling trials, and
allocated the serial number AE479. The
results of the RAE's evaluation were
discussed on Thursday, March 9, 1944 at a
meeting of the Royal Aeronautical Society in
London, at which M.B. Morgan and R. Smelt of
the RAE lectured on 'The aerodynamic
features of German aircraft'. About the
Bf.109E they had this to say:
Take-off
This is best done with the flaps at 20
degrees. The throttle can be opened very
quickly without fear of choking the engine.
Acceleration is good, and there is little
tendency to swing or bucket. The stick must
be held hard forward to get the tail up. It
is advisable to let the airplane fly itself
off since, if pulled off too soon, the left
wing will not lift, and on applying aileron
the wing lifts and falls again, with the
ailerons snatching a little. If no attempt
is made to pull the airplane off quickly,
the take-off run is short, and initial climb
good.
Approach
Stalling speeds on the glide are 75 mph
flaps up, and 61 mph flaps down. Lowering
the flaps makes the ailerons feel heavier
and slightly less effective, and causes a
marked nose-down pitching moment, readily
corrected owing to the juxtaposition of trim
and flap operating wheels. If the engine is
opened up to simulate a baulked landing with
flaps and undercarriage down, the airplane
becomes tail-heavy but can easily be held
with one hand while trim is adjusted. Normal
approach speed is 90 mph. At speeds above
100 mph, the pilot has the impression of
diving, and below 80 mph one of sinking. At
90 mph the glide path is reasonably steep
and the view fairly good. Longitudinally the
airplane is markedly stable, and the
elevator heavier and more responsive than is
usual in single-seater fighters. These
features add considerably to the ease of
approach. Aileron effectiveness is adequate;
the rudder is sluggish for small movements.
Landing
This is more difficult than on the Hurricane
I or Spitfire I. Owing to the high ground
attitude, the airplane must be rotated
through a large angle before touchdown, and
this requires a fair amount of skill. If a
wheel landing is done the left wing tends to
drop just before touchdown, and if the
ailerons are used to lift it, they snatch,
causing over-correction. The brakes can be
applied immediately after touchdown without
fear of lifting the tail. The ground run is
short, with no tendency to swing. View
during hold-off and ground run is very poor,
and landing at night would not be easy.
Taxing
The aircraft can be taxied fast without
danger of bucketing, but is is difficult to
turn quickly; an unusually large amount of
throttle is needed, in conjunction with
harsh braking, when manoeuvring in a
confined space. The brakes are
foot-operated, and pilots expressed a strong
preference for the hand operation system to
which they are more accustomed.
Lateral Trim
There is no pronounced change of lateral
trim with speed of throttle setting provided
that care is taken to fly with no sideslip.
Directional Trim
Absence of rudder trimmer is a bad feature,
although at low speeds the practical
consequences are not so alarming as the
curves might suggest, since the rudder is
fairly light on the climb. At high speeds,
however, the pilot is seriously
inconvenienced, as above 300 mph about 2 1/2
degrees of port (left) rudder are needed for
flight with no sideslip and a very heavy
foot load is needed to keep this on. In
consequence the pilot's left foot becomes
tired, and this affects his ability to put
on left rudder in order to assist a turn to
port (left). Hence at high speeds the
Bf.109E turns far more readily to the right
than to the left.
Longitudinal Trim
Five three-quarter turns of a 11.7 in
diameter wheel on the pilot's left are
needed to move the adjustable tailplane
through its full 12-degrees range. The wheel
rotation is in the natural sense. Tailplane
and elevator angles to trim were measured at
various speeds in various condition; the
elevator angles were corrected to constant
tail setting. The airplane is statically
stable both stick fixed and stick free.
One Control' tests, flat turns, sideslips
The airplane was trimmed to fly straight and
level at 230 mph at 10,000 feet. In this
condition the airplane is not in trim
directionally and a slight pressure is
needed on the left rudder pedal to prevent
sideslip. This influences the results of the
following tests:
Ailerons fixed central On suddenly applying
half-rudder the nose swings through about
eight degrees and the airplane banks about
five degrees with the nose pitching down a
little. On releasing the rudder it returns
to central, and the airplane does a slowly
damped oscillation in yaw and roll. The
right wing then slowly falls. Good balanced
turns can be done in either direction on
rudder alone, with little sideslip if the
rudder is used gently. Release of the rudder
in a steady 30-degree banked turn in either
direction results in the left wing slowly
rising.
Rudder fixed central Abrupt displacement of
the ailerons gives bank with no appreciable
opposite yaw. On releasing the stick it
returns smartly to central with no
oscillation. If the ailerons are released in
a 30-degree banked turn, it is impossible to
assess the spiral stability, since whether
the wing slowly comes up or goes down
depends critically on the precise position
of the rudder. Excellent banked turns can be
done in either direction on ailerons alone.
There is very little sideslip on entry or
recovery, even if the ailerons are used very
harshly. In the turn there is no appreciable
sideslip.
Steady flat turns Only half-rudder was used
during this test. Full rudder can be applied
with a very heavy foot load, but the
nose-down pitching movement due to sideslip
requires a quite excessive pull on the stick
to keep the nose up. When flat turning
steadily with half-rudder, wings level,
about half opposite aileron is needed. The
speed falls from 230 mph to 175 mph, rate of
flat turn is about 110.
Steady sideslip when gliding Gliding at 100
mph with flaps and undercarriage up the
maximum angle of bank in a straight sideslip
is about five degrees. About 1/4 opposite
aileron is needed in conjunction with full
rudder. The airplane is faily nose-heavy,
vibrates and is a little unsteady. On
release of all three controls the wing comes
up quickly and the airplane glides steadily
at the trimmed speed. With flaps and
undercarriage down, gliding at 90 mph, the
maximum angle of bank is again five degrees
1/5 opposite aileron being needed with full
rudder. The nose-down pitching movement is
not so pronounced as before, and vibration
is still present. Behaviour on releasing the
control is similar to that with flaps up.
Stalling Test
The airplane was equipped with a 60 foot
trailing static head and a swivelling pitot
head. Although, as may be imagined,
operation of a trailing static from a
single-seater with a rather cramped cockpit
is a difficult job, the pilot brought back
the following results:
Lowering the ailerons and flaps thus
increases CL max of 0.5. This is roughly the
value which would be expected from the
installation. Behaviour at the stall. The
airplane was put through the full official
tests. The results may be summarized by
saying that the stalling behaviour, flaps up
and down, is excellent. Both rudder and
ailerons are effective right down to the
stall, which is very gentle, the wing only
falling about 10 degrees and the nose
falling with it. There is no tendency to
spin. With flaps up the ailerons snatch
while the slots are opening, and there is a
buffeting on the ailerons as the stall is
approached.. With flaps down there is no
aileron snatch as the slots open, and no
pre-stall aileron buffeting. There is no
warning of the stall, flaps down. From the
safety viewpoint this is the sold adverse
stalling feature; it is largely off-set by
the innocuous behaviour at the stall and by
the very high degree of fore and aft
stability on the approach glide.
Safety in the Dive
During a dive at 400 mph all three controls
were in turn displaced slightly and
released. No vibration, flutter or snaking
developed. If the elevator is trimmed for
level flight at full throttle, a large push
is needed to hold in the dive, and there is
a temptation to trim in. If, in fact, the
airplane is trimmed into the dive, recovery
is difficult unless the trimmer is would
back owing to the excessive heaviness of the
elevator.
Ailerons
At low speeds the aileron control is very
good, there being a definite resistance to
stick movement, while response is brisk. As
speed is increased, the ailerons become
heavier, but response remains excellent.
They are at their best between 150 mph and
200 mph, one pilot describing them as an
'ideal control' over this range. Above 200
mph they start becoming unpleasantly heavy,
and between 300 mph and 400 mph are termed
'solid' by the test pilots. A pilot exerting
all his strength cannot apply more than
one-fifth aileron at 400 mph. Measurements
of stick-top force when the pilot applied
about one-fifth aileron in half a second and
then held the ailerons steady, together with
the corresponding time to 45 degrees bank,
were made at various speeds. The results at
400 mph are given below:
Max sideways force a pilot can apply
conveniently to the Bf.109 stick 40 lbs.
Corresponding stick displacement 1/5th.
Time to 45-degree bank 4 seconds.
Deduced balance factor Kb2 - 0.145
Several points of interest emerge from these
tests:
a. Owing to the cramped Bf.109 cockpit, a
pilot can only apply about 40 lb sideway
force on the stick, as against 60 lb or more
possible if he had more room.
b. The designer has also penalized himself
by the unusually small stick-top travel of
four inches, giving a poor mechanical
advantage between pilot and aileron.
c. The time to 45-degree bank of four
seconds at 400 mph, which is quite excessive
for a fighter, classes the airplane
immediately as very unmanoeuvrable in roll
at high speeds.
Elevator
This is an exceptionally good control at low
air speeds, being fairly heavy and not
over-sensitive. Above 250 mph, however, it
becomes too heavy, so that manoeuvrability
is seriously restricted. When diving at 400
mph a pilot, pulling very hard, cannot put
on enough 'g' to black himself out; stick
force -'g' probably exceeds 20 lb/g in the
dive.
Rudder
The rudder is light, but rather sluggish at
low speeds. At 200 mph the sluggishness has
disappeared. Between 200 mph and 300 mph the
rudder is the lightest of the three controls
for movement, but at 300 mph and above,
absence of a rudder trimmer is severely
felt, the force to prevent sideslip at 400
mph being excessive.
Harmony
The controls are well harmonised between 150
mph and 250 mph. At lower speeds harmony is
spoiled by the sluggishness of the rudder.
At higher speeds elevator and ailerons are
so heavy that the worn 'harmony' is
inappropriate.
Aerobatics
These are not easy. Loops must be started
from about 280 mph when the elevator is
unduly heavy; there is a tendency for the
slots to open at the top of the loop,
resulting in aileron snatching and loss of
direction. At speeds below 250 mph the
airplane can be rolled quite quickly, but in
the final stages of the roll there is a
strong tendency for the nose to fall, and
the stick must be moved well back to keep
the nose up. Upward rolls are difficult.
Owing to elevator heaviness only a gentle
pull-out from the dive is possible, and
considerable speed is lost before the upward
roll can be started.
Fighting Qualities
A series of mock dogfights with our own
fighters brought out forcibly the good and
bad points of the airplane. These may be
summarised as follows:
Good Points;
High top speed and excellent rate of climb
Engine does not cut immediately under
negative 'g'
Good control at low speeds
Gentle stall, even under 'g'
Bad Points;
Ailerons and elevator far too heavy at high
speeds
Owing to high wing loading the airplane
stalls readily under 'g' and has a
relatively poor turning circle
Absence of a rudder trimmer, curtailing
ability to bank left in the dive
Cockpit too cramped for comfort
Further Comments
At full throttle at 12,000 feet the minimum
radius of steady turn without height loss is
about 890 feet in the case of the Bf.109E,
with its wing loading of 32 lb/sq ft. The
corresponding figure for a comparable
fighter with a wing loading of 25 lb/sq ft,
such as the Spitfire I or Hurricane I, is
about 690 feet. Although the more heavily
loaded fighter is thus at a considerable
disadvantage, it is important to bear in
mind that these minimum radii of turn are
obtained by going as near to the stall as
possible. In this respect the Bf.109E scores
by its excellent control near the stall and
innocuous behaviour at the stall, giving the
pilot confidence to get the last ounce out
of his airplanes turning performance.
The extremely bad manoeuvrability of the
Bf.109E at high speeds quickly became known
to our pilots (RAF). On several occasions a
Bf.109E was coaxed to self-destruction when
on the tail of a Hurricane or Spitfire at
moderate altitude. Our pilot would do a
half-roll and quick pull-out from the
subsequent steep dive. In the excitement of
the moment the Bf.109E pilot would follow,
only to find that he had insufficient height
for recovery owing to his heavy elevator,
and would go straight into the ground
without a shot being fired.
Pilots verbatim impressions of some features
are of interest. For example, the DB 601
engine came in for much favourable comment
from the viewpoint of response to throttle
and insusceptibility to sudden negative 'g';
while the throttle arrangements were
described as 'marvellously simple, there
being just one lever with no gate or
over-ride to worry about'. Surprisingly
though, the manual operation of flaps and
tail setting were also liked; 'they are easy
to operate, and being manual are not likely
to go wrong'; juxtaposition of the flap and
tail actuating wheels in an excellent
feature.
Performance by 1940 standards was good. When
put into a full throttle climb at low air
speeds, the airplane climbed at a very steep
angle, and our fighters used to have
difficulty in keeping their sights on the
enemy even when at such a height that their
rates of climb were comparable. This steep
climb at low air speed was one of the
standard evasion manoeuvres used by the
German pilots. Another was to push the stick
forward abruptly and bunt into a dive with
considerable negative 'g'. The importance of
arranging that the engine would not cut
under these circumstances cannot be
over-stressed. Speed is picked up quickly in
a dive, and if being attacked by an airplane
of slightly inferior level performance, this
feature can be used with advantage to get
out of range. There is no doubt that in the
autumn of 1940 the Bf.109E in spite of its
faults, was a doughty opponent to set
against our own equipment'.
Selected comments from the men who flew and
fought in the Bf.109E make interesting
footnotes to the foregoing 'enemy' opinions:
Hauptmann Gunther Schack, 174 victories;
'In March 1941, as a Gefreiter, I joined
Jagdgeschwader Molders, JG 51, stationed at
St. Over, France. By then I had only taken
off with the 109 straight into wind, and
never from a concrete runway. On April 4th,
during a cross-wind take-off on the concrete
runway, the 109 swung so much to the left
that I feared it would crash into some other
machines parked along the edge of the field.
I closed the throttle and my first crash
began. The machine swung left even more, the
left undercarriage leg broke, and the 109
dropped on its left wing. This happened to
me twice - the second time on April 10th -
and my future as a fighter pilot seemed
sealed.... In all, I was shot down 15
times.... On one occasion I saw the right
wing of my 109 flying right alongside me !
During an attack on a bomber formation, I
was hit by an enemy fighter, right in one of
the main spar attachment lugs. Luckily, I
was over 2,000 metres high, but even then I
only succeeded in getting out of the
crazily-spinning machine close to the
ground. I crashed against the tailplane, and
for the next two weeks I could only walk
bent in two....'
Major Gunther Rall, 275 victories;
'The 109? That was a dream, the non plus
ultra. Just like the F-14 of today. Of
course, everyone wanted to fly it as soon as
possible. I was very proud when I converted
to it.'
Generalleutnant Werner Funck, Inspector
of Fighters, 1939;
'The 109 had a big drawback, which I didn't
like from the start. It was that rackety - I
always said rackety - undercarriage; that
negative, against-the-rules-of-statics
undercarriage that allowed the machine to
swing away.'
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