1. Introduction and functionality
1.1 Sensors for quadcopters and drones
The name of this model construction division, which was completely new just a few years ago, has developed. At the beginning there was the term 'quadcopter'. Since many model makers also build systems with six or eight propellers, there are also the terms 'hexacopter' and 'octocopter'. These different designs are also referred to with the general term of the multicopter.
The term 'drone' has also been used for these systems since around 2010. This term is originally known for military flight systems. This refers to unmanned flying objects that can fly autonomously via GPS or also remotely. It is important that they are unmanned, i.e. that no pilot is sitting in the cockpit. In principle, this can mean the systems of all possible flight principles, i.e. in addition to quad- and multicopters also fixedwing aircraft, as well as helicopters. In colloquial terms, however, the term drone has now almost become a synonym for quadcopter or general multicopter. This book only deals with this colloquial term drone, i.e. with the quad- or multicopters. The unmanned fixed-wing aircraft are therefore not dealt with here.
The sensors used have also evolved. The first quadcopters only had gyros in two or three axes. This resulted in high demands on the pilot of the drone. The acceleration sensors were added later, the combination allowed an automatic angular control. Then came the compass, the air pressure sensor and the GPS. Today all types and other sensors are used, which greatly simplifies the control of the drones. The sensors are the key for a simple control. The aim of this booklet is to explain their function in context with drones.
1.2 Steering mechanism and technical background
Quadrocopters are aircraft with four propellers. They have the same control capabilities as helicopters. Figure 1 illustrates this. The stick assignment of the remote control, as shown in Figure 2, is most commonly selected. However there are also model pilots who swap the left and right sides.
Figure 1: Steering possibilities.
Figure 2: Stick assignment.
‘Nick’ describes the tilting forward and backward. For that purpose, the stick of the remote control needs to be moved upwards (tilting forward) and downwards (tilting backward).
‘Roll’ describes the tilting to the left and right. The stick needs to be moved to the left and the right side.
‘Yaw’ describes the rotation around the vertical axis (z). The left stick needs to be moved to the left (counterclockwise yaw, view from top side) or the right (clockwise yaw, view from top side).
‘Gas’ describes the movement along the vertical axis (z). If the left stick is moved down, it means descent flight, and if the left stick is moved up into the full throttle position, it means climb flight.
1.3 Physical movement
The immediate question is now how a quadrocopter can be controlled physically with the above functions. A helicopter will again serve as a comparison.
‘Nick’ and ‘Roll’ are there realized with a so-called swash plate. This provides at the end an angle-shift of the main rotor force axis to the fuselage. ‘Gas’ is provided by ‘pitching’, which is achieved by changing the pitch of the rotor blades. ‘Yaw’ is realized by a change in speed of the tail rotor. Some models also reach yaw by pitching the tail rotor blades.
Anyone who has ever built and flown helicopters knows that this requires quite a complex mechanism. A hard landing is rarely forgiven: bent rods, ragged ball heads and expensive repairs are the consequence. Many have thus abandoned the model helicopter hobby, the so-called pinnacle of model aircraft.
Quadrocopters, which – as mentioned above – have the same movement possibilities as helicopters, in contrast stand out by virtue of their much simpler and thereby massively less sensitive mechanics: There are four motors, which are rigidly connected with two right- and two left-rotating propellers – and that’s all. Everything else is provided by a little electronic control board or a flight controller. Figure 3 illustrates this.
Figure 3: Two left- and right- rotating propellers, view from top side.
‘Nick’ is physically achieved by a change in speed of the upper and lower propeller (see figure 3). To move the quadcopter in the X direction, the lower propeller is turning faster and the upper one slower. Thus, an inclination in the direction of the x-axis is achieved.
‘Roll’ is achieved by a change in speed of the left and right propeller. A movement in the Y direction requires a higher speed of the right and a lower speed of the left propeller.
The main rotor of a helicopter produces a torque about the vertical axis (z) because of its twisting. The tail rotor serves to compensate for that torque. The two right- and left-rotating propellers of the quadrocopter do this job instead. Thus a tail rotor is not needed. ‘Yaw’ is achieved by ensuring that both left and right propellers have a different speed than both upper and lower ones. A counter-clockwise yaw (viewed from above) requires a higher speed of the upper and lower propeller and a lower speed of the left and right one.
A change in ‘Gas’ requires a change in the speed of all propellers together. During the climb flight, all propellers have a higher speed.
As mentioned above, quadrocopters and helicopters are controlled by the same functions and also have the same possibilities of movement – almost. Because of the control over the speed of the propellers it is not possible to fly stably overhead and to ‘mow the lawn’, as some pilots demonstrate with their pitch-controlled helicopters.
Loopings, on the other hand, are also possible with quadcopters, they are flown in the same way as with a wing plane, whereby the gas is slightly removed shortly before the apex and then strongly tightened again for the subsequent stabilization in the hover position. However, this presupposes that the operation allows this, because the sensor support at many systems ensures that the maximum angular position is limited by the software. However, many ready-to-fly quadcopters support automatic loops, which can be triggered by pressing a switch or a button.
1.4 Flight in ‚x’- or ‚+’- configuration
Since a quadrocopter is constructed so perfectly symmetrically, the question of where the front is, is justified. For most systems it is as shown in figure 4. This flight configuration is called the 'x' configuration. So here is not one boom at the front, but the middle between two booms. This configuration is also the standard for a photo flight, because it allows the camera to be mounted facing forwards without the annoying boom and motor / propeller combination. It is then mounted with or without an existing gimbal, a camera holder that can rotate and swivel. In the normal position, it is inclined slightly downwards so that the front propellers do not come into the picture on the left and right ...