Aviation spatial orientation in relationship to head position and attitude interpretation

BACKGROUND

Conventional wisdom describing aviation spatial awareness assumes that pilots view a moving horizon through the windscreen. This assumption presupposes head alignment with the cockpit "Z" axis during both visual (VMC) and instrument (IMC) maneuvers. Even though this visual paradigm is widely accepted, its accuracy has not been verified. The purpose of this research was to determine if a visually induced neck reflex causes pilots to align their heads toward the horizon, rather than the cockpit vertical axis.

HYPOTHESIS

Based on literature describing reflexive head orientation in terrestrial environments it was hypothesized that during simulated VMC aircraft maneuvers, pilots would align their heads toward the horizon.

METHODS

Some 14 military pilots completed two simulated flights in a stationary dome simulator. The flight profile consisted of five separate tasks, four of which evaluated head tilt during exposure to unique visual conditions and one examined occurrences of disorientation during unusual attitude recovery.

RESULTS

During simulated visual flight maneuvers, pilots tilted their heads toward the horizon (p < 0.0001). Under IMC, pilots maintained head alignment with the vertical axis of the aircraft.

CONCLUSION

During VMC maneuvers pilots reflexively tilt their heads toward the horizon, away from the Gz axis of the cockpit. Presumably, this behavior stabilizes the retinal image of the horizon (1 degree visual-spatial cue), against which peripheral images of the cockpit (2 degrees visual-spatial cue) appear to move. Spatial disorientation, airsickness, and control reversal error may be related to shifts in visual-vestibular sensory alignment during visual transitions between VMC (head tilt) and IMC (Gz head stabilized) conditions.

Aviation spatial orientation in relationship to head position, altitude interpretation, and control

INTRODUCTION

Recently, a visually driven neck reflex was identified as causing head tilt toward the horizon during VMC flight. If this is the case, then pilots orient about a fixed rather than moving horizon, implying current attitude instruments inaccurately present spatial information. The purpose of this study was to determine if the opto-kinetic cervical neck reflex has an effect dependent on passive (autopilot) or active control of the aircraft. Further, findings could help determine if the opto-kinetic cervical reflex is characteristic of other flight crewmembers.

METHODS

There were 16 military pilots who flew two 13-min VMC low-level routes in a large dome flight simulator. Head position in relation to aircraft bank angle was recorded by a head tracker device. During one low-level route, the pilot had a supervisory role as the autopilot flew the aircraft (passive). The other route was flow manually by the pilot (active).

RESULTS

Pilots consistently tilted the head to maintain alignment with the horizon. Similar head tilt angles were found in both the active and passive flight phases. However, head tilt had a faster onset rate in the passive condition.

CONCLUSION

Results indicate the opto-kinetic cervical reflex affects pilots while actively flying or in a supervisory role as the autopilot flies. The consistent head tilt angles in both conditions should be considered in attitude indicator, HUD, and HMD designs. Further, results seem to indicate that non-pilot flight crewmembers are affected by the opto-kinetic cervical reflex which should be considered in spatial disorientation and airsickness discussions.