Chapter 3
Human Factors
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:
- 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.
- Always obtain and understand preflight weather briefings.
- 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.
- 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.
- Ensure that when outside visual references are used, they are reliable, fixed points on the Earth’s surface.
- Avoid sudden head movement, particularly during takeoffs, turns, and approaches to landing.
- 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 mild hypoxia are likely to increase susceptibility to spatial disorientation.
- 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.
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.