There are three versions of the F-35 (a 5th generation fighter): the
conventional take-off and landing (CTOL) F-35A, the short take-off and
vertical landing (STOVL) F-35B and the catapult and arrested landing
(CV) F-35C. The F-35B, developed in conjunction with BAE Systems, was
for the USMC and the RN/RAF for operation on two the Queen Elizabeth
(QE) class carriers . However, in the 2011-2012 period, with the
carriers in build and the aircraft programme well under way, the UK
Government changed its mind under RN pressure, and thought that the
F-35C would be preferable because of its slightly greater range than
the STOVL B model. A very expensive study ensued. It was realised that
the QEs, designed for STOVL, had no catapults or arrester gear,
although there was space, and the ships were gas turbine powered so
there was no steam on tap for the catapults making the only option
electromagnetic power - which did not exist full scale at the time;
development would be very costly and the ships would be delayed by some
years. So, back to square one, the F-35B!
The F-35 missions are suppression of air defences
flying in the clean, stealthy configuration, by day or night; fly
deeply into heavily defended areas; locate, identify and destroy
relocatable or moving targets; all while possibly outnumbered by 4th
generation fighters which can’t see the stealthy F-35 but which the
F-35 can see.
Trials took place at four sites: Naval Air Station,
Patuxent River (Pax River), Maryland; Marine Corps Air Station (MCAS),
Beaufort, South Carolina; Eglin Air Force Base (AFB), Florida; and
Edwards AFB, California. The Joint Project Office (JPO) was at
Arlington, Virginia and the manufacturer was Lockheed-Martin at Fort
Worth, Texas, with its mile long production line. (Editor’s note. The
UK is a Tier 1 partner, the main contributions being: BAES builds all
the F-35 rear fuselages, and Rolls-Royce supplies the jet lift systems
including the fan for the B model)
The US/UK F-35 Integrated Test Force (ITF) had five
F-35Bs and four F-35Cs including the first UK aircraft, serial number
ZM135 (like the first English Electric Lightning F1 accepted by the
RAF, XM135). All were instrumented. Two of the F-35Bs were devoted to
mission systems testing and three to flight systems testing. The ITF
was manned by 600 contractors’ personnel and 324 government personnel.
The ITF trials included flight and ground safety,
flight envelope expansion, software development testing, aerodynamic
properties (handling and stability and control) in conventional and
STOVL flight, survival equipment, especially the helmet with its visor
display which, by means of airframe mounted external cameras, gives the
pilot all-round vision including seeing through the cockpit floor. The
mission system includes the radar and other sensors, information from
which is displayed on a large screen taking up most of the panel space
in front of the pilot who can see all the relevant information at once
instead of looking at a number of smaller dedicated screens found in
‘legacy’ aircraft. All this information can be shared with other F-35s
and all suitably equipped command and control bodies involved in the
battle.
Facilities unique to Pax River were concerned with
carrier suitability, STOVL, the Ski Jump, the hover pit and low
observables/radar cross section (stealth) testing. Unique to Edwards
were its long runways, flat desert surroundings, weapon ranges, an
artificially wet runway, multi aircraft mission systems testing and
engine-stopped testing facilities. Its remote location also ensured
security - Russian electronic information gathering ‘trawlers’ were not
around to gather electronic intelligence. Eglin AFB provided training
facilities for ground and air crew and had a comprehensive climatic
hangar for hot, cold and wet ground testing and running.
Weapons integration testing was in two phases:
internal carriage for stealthy operation (day one of the war) and
external carriage for non-stealthy operations once the enemy surface to
air weapon systems are disabled. The internally carried stores cleared
were: the Joint Direct Attack Munition (JDAM), an all weather,
precision guided bomb; the Paveway laser guided bomb; and the AIM-120
Advanced Medium Range Air-to-Air Missile (AMRAAM). Sidewinder AIM-9X
air-to-air missiles were carried on the wing outboard pylons. A range
of US and UK weapons was cleared for use on the six under wing pylons.
A US 25 mm gun pod was cleared for under fuselage centre line carriage
(not for UK use at present).
The night vision system was tested for correct
operation with the helmet mounted display. Any effects of the adjacent
aircraft on engine surge sensitivity were explored in formation flying.
Correct engine functioning was tested at high angles of attack as was
aircraft handling with the engine stopped. Probe and drogue air-to- air
refuelling from the C-130, and Tristar was carried out .
The initial sea trials, DT-1, were carried out on
USS Wasp in October 2011. This trial was crucial because at this
time the UK was heading for the F-35C so the future of the USMC
committed to the type depended on the trial’s success. Areas covered
were deck handling and manoeuvring, tie down, systems performance
during carrier approach and landing, vertical landings (VL) in varying
wind conditions, nominal and excess speed short take-offs (STO), deck
edge clearance during STO, effects of airflow round the ship on STO and
VL, deck markings and lighting, development of procedures, operating
limits and techniques and STOL-mode helmet display symbology. The trial
was extremely successful assuring the future of the USMC - and also in
due course the effectiveness of the RAF/RN when the B version was
confirmed as the UK choice.
DT-2 sea trials were in August 2013, again on USS Wasp. Here the
operating envelope was expanded, external stores were flown, initial
night STOs and VLs were carried out, operations with increased deck
motion, and wet deck operations were carried out, landing aids were
tested, updated mission system software was tested and a production
standard aircraft (BF-5) was checked out. Vertical take-offs, although
not a requirement, were successfully demonstrated.
DT-3 sea trials were on USS America, in December
2015. Here the aircraft operating envelope was developed, refined and
expanded, data was collected for updated mission system software,
launch and recovery was flown with increased deck motion and with heavy
external and asymmetric loads, the improved Gen 3 helmet was tested,
embarked maintenance and logistics were exercised including an engine
change, as was the approach and landing instrument system.
Other trials covered: further US under fuselage gun
pod firing, expeditionary testing using austere sites, the integration
and release of UK weapons - ASRAAM outboard underwing instead of
Sidewinder and Paveway 4 laser guided bombs on the middle and inboard
underwing - airfield ski-jump launches, and air-air refuelling with the
RAF, Airbus A-330 derived, Voyager tanker.
The above testing allowed the F-35B to be tested on
the HMS Queen Elizabeth in the First of Class Flight Trials (FOCFT) in
the Autumn of 2018. This 65,000 ton, 25 plus knots CVF type vessel with
a crew of 1450 is 280 metres long (vs. the 194 m of the Invincible
class) with a total capacity of 40 F-35Bs. The FOCFTs were to generate
a carrier strike capability with an Initial Operational Clearance (IOC)
in December 2020.
FOCFT DT-1 and 2 achieved 200 Ski Jump STOs, 187
VLs, and 15 short rolling vertical landings (SRVLs).The latter consists
of an axial, nozzle deflected/fan-on, approach to the carrier at a
speed necessary to generate enough wing lift to enable landing back on
the carrier with unexpended (expensive) weapons in hot weather
conditions where a jet borne VL is not possible. SRVL and Ski-Jump
modelling had previously been carried out on a BAES Warton flight
simulator incorporating a landing signals officer (LSO) training
facility. In addition 54 dummy weapons were released. Also, the cross
wind effects of the unique twin island architecture were explored
during STOVL. Such was the success of DT-1 and 2 that the planned DT-3
was cancelled and the joint Operational Trial (OT) went ahead with RAF
Squadrons 17 and 617 and USMC Squadron VMA 211 participating.
Running short of time Robin stopped here and was
rewarded with many questions from the well informed audience, several
of whom had been intimately involved in Harrier and Sea Harrier ship
trials and Ski Jump development trials. The vote of thanks for this
comprehensive and informative talk was given by Frank Rainsborough.
Please visit the HA online video library for a recording of this talk.