Copyright © 1996-2005 jsd
The most important part of taking off is making the decision to do so. Discussion of decisionmaking (section 13.7) will be postponed until after we have discussed normal takeoffs — not because it gets lower priority, but just because it’s hard to appreciate an abnormal situation unless you understand the normal situation.
Also: Before taking off, remind yourself of your duty to see and avoid other traffic, as discussed in section 16.2. You remain responsible until the aircraft is parked at the end of the flight.
This section presents a “case study” of a takeoff in which the pilot has to do remarkably little work. (In subsequent sections we will describe ways in which you can get better results by doing a little more work.)
This procedure applies when you have a well-paved runway with plenty of length and no obstructions to worry about. As shown in figure 13.1 and table 13.1, part way down the runway you rotate so that the pitch attitude is about 7.5 degrees. You then just hold that pitch attitude. Period.
Angle of Attack Angle of Climb Pitch Attitude Incidence Airspeed Initial roll 4.5∘ 0∘ 0.0∘ 4.5∘ small, incr. After rotation 12.0∘ 0∘ 7.5∘ 4.5∘ increasing At liftoff 12.0∘ 0∘ 7.5∘ 4.5∘ 6% below VY Initial climb decr. incr. 7.5∘ 4.5∘ increasing Steady climb 7.0∘ 5∘ 7.5∘ 4.5∘ 10% above VYTable 13.1: Simplified Takeoff
Remarkably, at the moment of liftoff, the pilot doesn’t have to do anything. The plane lifts off when it is ready, that is, when it has enough airspeed to support its weight at a 12 degree angle of attack. This will occur a few knots below VY, assuming VY corresponds to a 8.5 degree angle of attack (which is pretty typical; see also section 2.4). To construct the last phase of the scenario (asymptotic climb), I made some additional assumptions, namely that your engine is just powerful enough to provide a climb gradient of 5∘ at a speed 10% above VY. In particular, I imagine climbing out with airspeed = 83 knots and vertical speed = 735 feet per minute, in an airplane where VY is 75 knots. These are certainly believable numbers.
Note that before liftoff, most of the engine power is going into increasing your kinetic energy; a little is needed to overcome drag, and none is going into potential energy. Then, in the initial climb, we have a funny situation where we are climbing and accelerating at the same time. Finally, in the asymptotic climb phase, most of the power is going into potential energy; some is needed to overcome drag and none is going to increase airspeed.
The technique just described is smooth, simple, and elegant, but it has drawbacks. It does not give optimal climb performance (see section 13.3), it can cause problems if there is a gusty wind (section 13.2) or a crosswind (section 13.5), and it can cause problems if climb performance is impaired for any reason (section 13.7.3 and section 2.9).
Imagine that you are using the simplified technique of the previous section, that is, rotating early and letting the airplane “fly itself off” whenever it is ready. Then imagine that just after liftoff, a gust of wind comes along and robs you of a few knots of airspeed. This will cause the airplane to settle back onto the runway. This is not elegant. To get around this, use a refined procedure: do not rotate until the airplane has a few knots more than the liftoff airspeed. This means that liftoff will occur right then, while you are rotating. It also means that by the time you are airborne, you can stay airborne even if you lose a few knots.
Here is another issue to consider: Most runways are not perfectly smooth. If the nosewheel hits a bump at 50 knots, it is likely to knock the nose of the airplane into the air, which has several disadvantages: (1) It will cause your passengers to be bounced around more than is necessary. (2) It could cause a premature liftoff. (3) It causes unnecessary wear and tear (and possibly outright damage) to the airframe.
To deal with this, you can use a second refinement, called semi-rotatation. That is, fairly early in the takeoff roll, rotate to a pitch attitude of 3 degrees or so. This is enough to get the nosewheel slightly off the ground, but not so much that the airplane will lift off (at any reasonable speed), and not so much that the nose will obstruct your vision (in most airplanes). This semi-rotation involves a pretty tiny pitch attitude compared to, say, proper landing attitude. When the airspeed reaches VX or thereabouts, you raise the nose another few degrees, whereupon you will get a nice positive lift-off.
Finally, here is a third refinement: You know that the airplane will climb more rapidly at VY than at any other airspeed. Therefore, during the earliest part of the climb-out, where the plane is both climing and accelerating, you should watch for the point where the airplane reaches VY. At that point, you should make one more pitch adjustment: increase the pitch attitude a small amount (another 2.5 degrees, according to the numbers in our scenario) and trim to maintain VY. See figure 13.2 and table 13.2
Angle of Attack Angle of Climb Pitch Attitude Incidence Airspeed Initial roll 4.5∘ 0∘ 0.0∘ 4.5∘ small, incr. After semi-rotation 7.5∘ 0∘ 3.0∘ 4.5∘ increasing Just after rotation & liftoff 12∘ 0∘ 7.5∘ 4.5∘ just above VX Initial climb decr. incr. 7.5∘ 4.5∘ increasing Steady climb 8.5∘ 6∘ 10.0∘ 4.5∘ VYTable 13.2: Normal Takeoff
The last phase of this scenario assumes your engine can sustain a 6 degree climb gradient at VY. In particular, I imagine 800 feet per minute at 75 knots.
In the figure, the dotted-line flight path and the uncolored airplane show the results you would have obtained using the simplified procedure described in the previous section. Remember that by climbing out at VY you gain more altitude (per unit time) than you would at any other airspeed.
Extending the flaps for takeoff will improve your ability to see over the nose. This is because it increases the incidence; therefore the airplane will fly at a lower pitch attitude (for any given angle of attack). If the Pilot’s Operating Handbook recommends flaps for a short-field or soft-field takeoff, there’s no law against using them even when the field is long and smooth.
Choosing an attitude and letting the airplane “fly itself off” as described in the previous section has the advantage that you don’t need to look at the airspeed indicator, meaning you can devote all your attention to outside references. However, this can get you into trouble if you choose the wrong attitude (see section 2.9). Airspeed, not attitude, is your best information about angle of attack (section 2.13).
At the opposite extreme, certainly it is not a good idea to devote all of your attention to the airspeed indicator. Fortunately, you can use your eyes (to perceive your speed relative to ground references), your ears (to perceive the sound of the engine and the sound of the wind on the airframe), and your fingertips (to perceive the forces on the yoke). This means you can get qualitative information about airspeed while keeping most of your attention focused outside. Every so often, though, you should glance at the airspeed indicator to supplement the qualitative information with quantitative information.
This section describes the procedure to use when you have a well-paved runway with an obstruction relatively nearby in the departure area.1
Plan the takeoff carefully. Take into account density altitude, runway slope, headwind or lack thereof, et cetera. Make sure you know the value of VX under these conditions, and choose a suitable rotation speed VR as discussed below.
Use the proper flap settings, as specified in the Pilot’s Operating Handbook. Here’s a useful cross-check: on most light aircraft, when you extend the flaps for an obstructed-field takeoff, you will observe that the angle of the flap matches the angle of a fully-deflected aileron.
Start at the beginning of the runway. If the taxiway leads you onto the runway some distance from the beginning, you will have to back-taxi on the runway, back to the very beginning.
Open the throttle smoothly, but not so slowly that you use up significant amounts of runway before the engine reaches full power. Some people advocate using the brakes to hold the aircraft stationary until the engine comes up to full power, but this is rarely necessary; if you open the throttle properly the airplane will move only a few feet while you’re doing so.2
As shown in figure 13.3 and table 13.3, you should choose a rotation speed VR at or near VX — that is, quite a bit higher than what you would use for a soft-field takeoff (section 13.4) or even a normal takeoff. The idea is to use the wheels to support the weight of the airplane until you have built up a lot of energy. It’s OK to semi-rotate a little bit, to take some load off the nosewheel, but you don’t want the wings to be producing significant lift until you’re ready to climb away. Then rotate smoothly to the “climb-out” pitch attitude, whereupon the airplane will lift off immediately. Climb away at VX. Trim for VX. After you have cleared the obstruction, you can accelerate to VY. Finally, after you have reached a comfortable altitude, you can accelerate to “cruise climb” speed and trim again.
Angle of Attack Angle of Climb Pitch Attitude Incidence Airspeed Initial roll 4.5∘ 0∘ 0.0∘ 4.5∘ small, incr. climb 13.0∘ 7∘ 15.5∘ 4.5∘ VXTable 13.3: Obstructed Field Takeoff
In the last phase of the example scenario, I imagine a climb rate of 780 fpm at 63 knots, which gives a climb gradient of 7 degrees.
In the figure, the dotted-line flight path and the uncolored airplane show the results you would have obtained following the normal-takeoff procedure, that is, accelerating while climbing and then climbing at VY. Note that using by using obstructed-field procedure, you have not climbed as high, but you have better obstacle clearance because you have not flown nearly so far horizontally.
It may seem paradoxical that you get better obstacle clearance by staying on the runway longer, but it’s true (if the obstacle is not too near the runway). The rationale is as follows: You want to pass over the obstacle at a reasonable altitude with a reasonable airspeed. This requires a certain amount of energy. To maximize energy you want to minimize drag throughout the maneuver. Keeping the airplane on the runway until reaching a high speed is rough on the airplane, but supporting its weight with the wheels usually involves less drag than supporting its weight with the wings. To say it another way: rolling resistance is less than induced drag, unless the field is quite soft or bumpy.
Once airborne, you want to climb at VX until you have cleared the obstacles, for reasons discussed in section 7.5.4.
The idea of choosing VR to be equal to VX is only an approximation. There are exceptions:
Still, for typical circumstances, choosing VR at or near VX is a reasonable guideline.
The procedure outlined above (staying on the runway at high speed, with the flaps extended) may not be possible in your airplane. Depending on the incidence of the wings, the airplane may fly itself off well before you reach the desired rotation speed.
Usually the best way to deal with this situation is to let the airplane come off the ground, and then skim along in ground effect, rather like a soft-field takeoff.
Another possible procedure (which is usually not recommended) is to keep the flaps retracted until you are ready to leave the runway. Less flaps means less incidence. A big disadvantage is that “popping” the flaps like this increases your workload at a time when there are lots of other things you should be attending to. Another disadvantage is that you run the risk of extending the flaps past the takeoff position to the landing position, creating lots of drag, which is really not what you want in this situation. If your POH calls for this procedure, go ahead, but be careful. Make sure you have some sort of detent to block inadvertent over-extension.
An even worse situation arises if you try to keep the plane on the ground by pushing forward on the yoke. This is called wheelbarrowing . What happens is that while you are holding the nose wheel down, the main wheels come off the ground. You are counteracting the incidence with a negative pitch attitude. The steering becomes dangerously unstable. There is also a risk of the propeller striking the ground.
Sometimes you want to get the airplane airborne at the lowest possible airspeed, using the shortest possible takeoff roll. For example, gooey mud on the runway will cause tremendous amounts of friction on the wheels. The sooner you become airborne, the sooner you are free of that friction and the better you will be able to accelerate. Additional reasons for using soft-field procedure will be given below.
The procedure is as follows: Extend the flaps as recommended by the manufacturer; in the absence of a specific recommendation, extend the flaps so that they just match a fully down-deflected aileron. The idea is to get the most coefficient of lift without undue drag.
At the beginning of the takeoff roll, pull the yoke fully backward. Early in the takeoff roll, the nose will rise, as indicated in figure 13.4. Allow it to rise to the pitch attitude that corresponds to the stalling angle of attack, or slightly less. This is typically about 15 degrees nose up.
To maintain this pitch attitude as the aircraft accelerates, you will have to gradually let the yoke move forward. You will become airborne at a very low airspeed — roughly the stalling speed.4 If you were to maintain the liftoff attitude, a typical airplane will accelerate poorly while climbing poorly, but that’s not what we want. (A lower-powered airplane might get into a situation where it can neither accelerate nor climb.) Instead, gradually lower the nose, so that you fly parallel to the ground, remaining one foot above the ground. As the aircraft accelerates in ground effect, the required angle of attack will decrease, so you will see the pitch attitude get lower and lower.
There are two ways of completing the maneuver.
You may be surprised at how well soft-field procedure works. Just after liftoff, the airspeed is extremely low. In ordinary conditions of flight, your airplane might well have a negative rate of climb at that airspeed — yet in this case it not only maintains altitude, but accelerates. The special ingredient in this case is ground effect: a wing produces very little induced drag while it is in ground effect (that is, roughly, within one wingspan or less of the ground) for reasons discussed in section 3.12.4.
Just after liftoff using this procedure,
The engine is producing full power, so if none of it goes into drag and none of it goes into climb, the airplane will accelerate like crazy.
There are many situations where this procedure is useful.
In all cases you must be careful to remain in ground effect until you have accelerated to a proper climb speed. If you try to climb at the liftoff speed you will have a big problem: in many cases, you will be unable to climb out of ground effect. That is, as soon as you climb to a height where ground effect is no longer significant, the induced drag will become so large that you will be unable to climb or accelerate.
If you have passengers aboard who haven’t seen a soft-field takeoff before, give them the courtesy of an explanation. Otherwise, they may find the procedure extremely disturbing.5 Just tell them you will lift off at a low airspeed and then fly horizontally for a few moments while you accelerate to the optimal climb speed. Tell them that (a) this is standard procedure for getting best performance, and (b) it minimizes jolts to the passengers.
Whereas in a normal takeoff you can guide the airplane by looking out the front, in a soft-field takeoff the nose will block your view during most of the maneuver. Therefore you must use the edge of the runway as your reference. Practice this skill during taxi. You will need this skill for landings and for soft-field takeoffs, but those aren’t the best times to be learning it.
There is not a “crosswind procedure” that you would use instead of normal procedure, soft-field procedure, or obstructed-field procedure. Rather, you use crosswind technique in conjunction with such procedures.
A crosswind takeoff is not as tricky as a crosswind landing, but it does call for some special care. Consider the following scenario: You are trying to take off in gusty conditions using the (over)simplified techniques of section 13.1. You’ve already rotated, and are accelerating toward liftoff speed with the wings level. As the speed increases, the wings produce more and more lift, lightening the load on the main wheels. The wind is still blowing against the side of the fuselage as strongly as ever. The ability of the wheels to provide a sideways force to resist the wind is proportional to the downward load on the wheels.6 If you keep the wings level, there will necessarily come a point — prior to liftoff — where the wind overpowers the wheels and blows the airplane to the side, scraping the tires across the runway.
So, here are the correct techniques for handling a crosswind takeoff.
Regarding rudder usage: To counteract the airplane’s weathervaning tendency (section 8.12), you must press on the downwind pedal to keep the plane going straight. Before rotation, both the rudder and the nosewheel contribute useful steering. In the period after rotation but before liftoff, with just the main wheels on the runway, weathervaning continues, but the rudder has to do 100% of the steering. Therefore you can plan on applying a little additional pedal deflection during this period. Once you are fully airborne, there is no weathervaning tendency.
Regarding aileron usage, there are two options:
Suppose the crosswind is coming from the left. Just before liftoff, you are holding the ailerons deflected to the left, and the rudder deflected to the right. That is, you are commanding a slip, a nonturning slip, which is just what you want at this point. A moment later, after liftoff, this slip is no longer what you want. You promptly and smoothly undo the left aileron deflection and apply some right aileron, to roll the wings level. At the same time, you undo the right rudder deflection and maybe apply a bit of left rudder, to yaw the nose around to establish zero slip. (The adverse yaw from the aforementioned right-rolling maneuver decreases the amount of left rudder you need.) The goal is to keep the direction of flight aligned with the runway, while the nose moves to the left, to the proper wind-corrected heading.
Immediately before liftoff you are holding some right rudder pressure (to counteract the weathervaning tendency). Immediately after liftoff you use left rudder to align the fuselage with the airflow. Some tiny amount of aileron deflection may be needed to keep the wings level while the heading is changing. Again the goal is to keep the direction of flight aligned with the runway, while the nose moves to the left, to the proper wind-corrected heading.
Note that in both cases, the heading change that occurs right after liftoff is not a normal, coordinated turn. The motion of the center of mass is already aligned with the runway, so you do not want to change the direction of motion, just the heading.
After you have lifted off, you must take care not to settle back onto the runway. Since the airplane’s heading is no longer aligned with the runway, re-landing would cause a severe sideways force on the landing gear.
As you climb out, you should expect that the crosswind will be stronger at altitude than it was near the ground. To compensate, make the appropriate heading changes.
In a multi-engine airplane, an engine failure shortly after takeoff is a very critical situation. It places considerable demands on the pilot. Make sure you know what to do; brief yourself in detail before the takeoff. Engine failures and related procedures are discussed in section 17.1.
Early in the takeoff roll, verify that both engines are developing the same amount of power. If the aircraft is trying to pull to one side, you’ve got a problem. Also, check the engine gauges to make sure (a) you’ve got the normal RPM on both engines, (b) you’ve got the normal manifold pressure on both engines, and (c) you’ve got the normal fuel flow on both engines. The instruments that measure these three quantities are usually a single gauge with two needles, so if you notice that the needles are split you’ve got a problem.
If anything funny happens while there is runway remaining ahead of you, close both throttles immediately and stop straight ahead. Even if you are airborne, close the throttles and re-land if there is sufficient runway available. Indeed, even if the remaining runway is not quite enough, you might want to land on it: Suppose that because of density altitude or whatever, your aircraft has poor single-engine climb performance. You will sustain vastly less damage if you land and run off the end of the runway at low speed, rather than making an unsuccessful attempt to climb out on one engine.
You really don’t want to be airborne at a speed below VMC, i.e. at a speed where you can’t maintain directional control on one engine. In many aircraft, you should aim for a lift-off speed of VMC plus 5 knots. To make sure you do not lift off too soon, you can delay rotation until reaching VMC. You can semi-rotate earlier if you want; just make sure you don’t rotate to a pitch attitude that will cause liftoff below the desired airspeed. After liftoff, climb while accelerating to VY (which ought to be greater than or equal to VYSE).
In many twins, VMC is essentially equal to the stalling speed. In others, however, it is considerably higher, which makes soft-field takeoffs problematic. You don’t want to lift off at “the lowest possible airspeed” (like you would in a single) since if you lost an engine at that speed you’d have a big problem: uncontrollable yaw. It would be a lot safer to lift off at VMC or higher, even if this means staying away from soft, bumpy fields.
As a pilot, the most important thing you can do to promote aviation safety is to leave the airplane tied down, when appropriate. Don’t pressure yourself into making a questionable flight. Also, don’t let your employer or passengers or anybody else pressure you into doing something questionable.
Well in advance of any flight, I advise all my passengers explicitly, usually in writing:
Plan every takeoff. Sometimes today’s takeoff is exactly equivalent to yesterday’s takeoff, which simplifies the planning, but don’t get complacent. If something changes, you need to take that into account. There might be less headwind, higher density altitude, more passengers, less runway, more obstacles, or whatever.
In general, you have to ask yourself a number of questions, including:
Note that you need to calculate the required runway length twice: Once for the desired takeoff and climb-out scenario, and again for the rejected takeoff scenario, i.e. accelerate/stop. A rejected takeoff is less desirable than a successful takeoff that leads to a normal flight, but still vastly preferable to an unsuccessful takeoff that leads to a crash.
By way of analogy, remember that on every approach, you should be prepared for a successful landing and prepared for a go-around. The same logic tells us that on every takeoff, you should be prepared for a successful takeoff and prepared for a rejected takeoff.
It is likely that at sea level, the accelerate/stop scenario requires more runway (relative to the accelerate/climb scenario) and therefore determines how much runway you need. However, as the density altitude approaches the aircraft’s absolute ceiling, climb performance becomes more critical, so it pays to check both scenarios.
Use a takeoff checklist that is appropriate to the particular aircraft you are flying (not a generic “all purpose” checklist). See section 21.6 for more on this. Some airplanes require the fuel boost pump on for takeoff, while others require it off. A C-152 requires 10 degrees of flaps for short-field takeoff, while a C-172 requires zero.
In many cases, you will need to add things to the checklist. For example, right before takeoff you should brief yourself (and your copilot) about the takeoff decision point and rejected takeoff procedure (as discussed in section 13.7.4). This topic is missing from the checklist in the POH for most single-engine aircraft.
Predicting takeoff performance, beyond what is covered in the POH, requires knowing a tremendous amount about your airplane. It is a challenge for professional engineers and test pilots. The methods are beyond the scope of this book.
When planning your takeoff, do not trust the so-called Koch chart. It purports to predict takeoff and climb performance as a function of altitude and temperature. It says it applies to “personal” airplanes, whatever that means. The bottom part of the chart is fairly accurate but useless, because better information is available in your POH. The upper part of the chart, if it were accurate, would be informative in situations not covered in a typical POH, such as takeoffs from airports high in the mountains. Alas, though, this chart is not reliable. For one thing, it is based on the assumption that all “personal” airplanes have the same absolute ceiling at standard temperature. That’s nowhere near true. Even for a specific airplane, you can increase the absolute ceiling by operating at a reduced gross weight. Ceiling can have an infinitely large effect on takeoff performance, as will be discussed in conjunction with figure 13.5, yet the Koch chart takes no account of it whatsoever. In some conditions the chart is absurdly pessimistic, while in other conditions it is dangerously over-optimistic. Other simple extrapolation schemes are just as bad.
I sometimes hear statements which are even worse, such as:
People even claim to “prove” statement #1, using physics plus a number of hare-brained assumptions, including:
The following modified version is also wrong, and even more dangerous:
A little thought shows this cannot possibly be correct in general. It cannot even be repaired by changing the percentages. As shown in figure 13.5, consider a very, very long runway and a density altitude slightly above the airplane’s absolute ceiling. You will able to reach 100% of flying speed before you have used up even 10% of the runway. You will be able to take off and climb a few feet, but you will never be able to climb out of ground effect, no matter how long the runway. Therefore:
Suppose that you are on your takeoff roll, and several subtle things have gone wrong: (a) you have underestimated the density altitude; (b) for various reasons (see below) the engine is only producing 80% as much power as it should, even at this altitude; (c) the parking brake is partially stuck so the brakes are dragging; (d) you didn’t notice a shift in the wind, so you now have a few knots of tailwind; (e) you didn’t notice that the runway has a slight up-slope; and (f) your mother-in-law has stowed away in the back seat, so the airplane is 15% heavier than you planned for. You may not be able to complete the takeoff safely. The question is, can you somehow notice the performance deficit in time to abort the takeoff?
If you are familiar with the airplane, you should know how the engine is supposed to sound; if it sounds rough, have it checked. Similarly, you may know what engine RPM to expect early in the takeoff roll; if you get less, abort the takeoff and investigate.
Unfortunately, if you are not intimately familiar with the airplane, it can be very difficult to notice a performance deficit until it is too late. Careful planning and checking is required, as we shall see.
Using the Pilot’s Operating Handbook (POH), calculate two numbers:
Observe and note well what part of the runway should be consumed by the takeoff roll, i.e. the small number. Translate this into a “decision point” somewhere along the runway. There are several good ways to do this: (a) Some runways have standard markings every 500 feet. (b) Sometimes the required takeoff distance is a half or a third (or some other convenient fraction) of the total runway length. (c) Sometimes you can pace off the distance between runway lights, and then count lights. (d) Sometimes you just have to pace off the whole distance from the starting point to the decision point. Then, during takeoff, if you are not airborne by the chosen decision point, close the throttle and apply the brakes immediately. Taxi back to the hangar and figure out what’s wrong.
Do not attempt to use “extra” runway length to salvage the takeoff if there is a significant performance deficit. If you’ve got a deficit, you should figure out why, and the takeoff roll is no place to be doing complicated figuring.
Now let’s consider the annoying situation where the available runway is just a little shorter than the aforementioned “takeoff plus landing” ground roll distance. The POH tells you that a takeoff should be possible, if everything goes right, but it does not tell you how to make a timely determination that you’ve got a problem. In such a situation, there are three possibilities. One is to change the situation; that is, you can offload some fuel, toss out some payload, wait for cooler air, and wait for more headwind — so that you can attempt a takeoff using the procedure described two paragraphs ago. The second possibility is to figure out how much runway your airplane should consume reaching various speeds less than flying speed, so that you can have earlier opportunities to abort the takeoff. This is a job for a test pilot; the typical POH does not provide such information, and takeoff performance is notoriously hard to predict accurately. Please do not try this; playing “amateur test pilot” is like playing Russian roulette. The third possibility, if you have any remaining doubts about your airplane’s performance, is to stay home.
Last but not least, let’s consider the situation where the runway is too short, and/or you did not notice the performance deficit until it is too late, so that there is no possibility of stopping on the remaining runway. In almost all cases, you should reject the takeoff anyway. Pull the throttle and apply the brakes immediately. The rationale is simple: It is much, much better to go off the end of the runway at 5 knots then to go into the trees at 50 knots. The energy involved is 100 times less. The chance of serious injury is more than 100 times less. To say the same thing another way: given the choice between (a) a 100% chance of destroying the airplane and walking away uninjured, or (b) a 50-50 chance of saving the airplane coupled with a 50-50 chance of getting killed, I recommend option (a).
There are dozens of things that could go wrong with an aircraft engine.
Such problems are not particularly rare; I have personally experienced the first four items in this list.
If some such thing goes wrong, the engine will usually not stop cold. It will continue to run, producing a fairly large percentage of its normal power. In flight, this resilience is clearly an advantage.
During takeoff, however, this resilience is a two-edged sword. Because the engine continues to develop lots of power, you might not notice the degradation. You might be tempted to take off with such an engine. This could lead to big trouble, especially on an obstructed-field takeoff.
There are many types of problems that you may not notice until you have begun your takeoff roll. Early in the takeoff roll, scan the airspeed, engine RPM, manifold pressure, and fuel flow to make sure you’re getting reasonable readings.8
You should always plan your takeoff. This includes planning for a rejected takeoff, for reasons discussed in section 13.7.4.
Be sure you practice this. The first few times the rejected-takeoff situation arises, your expectation of a normal takeoff will be so strong that it is difficult to accept the situation and make the correct decision. After the decision is made, the maneuver is easy to carry out, but the decision is hard, especially if you have not sufficiently practiced it. There is a psychological barrier. The rejected-takeoff decision is psychologically at least as difficult as the go-around decision. Actually, most single-engine pilots find it more difficult than a go-around, if only because it isn’t given as much emphasis during training.
You want the rejected-takeoff decision to be thoughtful, but when the time comes, you won’t have much time to think about it, so it needs to be a pre-thought decision. Decide before takeoff that if anything fishy happens during the takeoff roll, you will reject the takeoff. Decide before takeoff that if you use up the expected takeoff-roll distance without achieving the expected takeoff speed, you will reject the takeoff.
After you’ve got the airplane stopped, there will be plenty of time to figure out what went wrong and how to fix it. See also section 15.3.
Instructors: here’s an instructional technique: During preflight, brief the student on the procedures for rejected takeoff. Choose a runway that is plenty long. During the takeoff roll, wait until the airspeed is about half of the liftoff speed. Then simulate some sort of malfunction, perhaps by slapping a suction cup on the airspeed indicator and saying, “simulated airspeed indicator failure” or perhaps by gently applying the left brake. Let the pilot make the decision. The correct decision is to close the throttle and apply the brakes immediately.
Here is a recipe for disaster: Suppose somebody who lives in a relatively flat area becomes complacent and develops the habit of turning on-course immediately after takeoff. That might work OK at some airports in flat territory, but it is a Bad Idea in mountainous territory, especially at night or in reduced-visibility conditions. The vast majority of pilots live within a few hours’ flying time of some mountains, so beware.
Obstacle clearance is a particular problem if you are operating VFR at night at an unfamiliar field. I recommend you don’t attempt such operations, unless you can remove at least one of the risk factors. That is, get familiar with the field and its environs, or take off while there’s still daylight, and/or adhere to the IFR procedures. I’m not saying you need to file IFR or even have an instrument rating, but if you really want to depart an unfamiliar field at night, you should have a copy of the approved Terminal Procedures and know how to use them.
The Terminal Procedures can be purchased in booklet form, and/or downloaded for free from the web. In most cases the procedures are quite easy to follow. There is a particularly simple “default” procedure that is approved for a great number of airports. It can be summarized as 35 feet, 400 feet, and 200 feet per nautical mile. That is, you must cross the departure end of the runway at least 35 feet above field elevation. You must climb straight out along the extended centerline until reaching at least 400 feet above field elevation, and then you can turn at your discretion. You must maintain a climb gradient of at least 200 feet per nm all the way from liftoff until reaching a safe enroute altitude.
Such a procedure should be well within the capabilities of the ordinary pilot and the ordinary airplane. The required climb-out slope is less than two degrees. That should be no problem unless you have an impaired rate of climb, an unusually high airspeed, and/or a huge tailwind.
At some other airports, the published departure procedure is only slightly more complicated than the default – for instance, it might require a slightly steeper climb gradient.
If you find an airport where the approved departure procedure is complicated, you should assume it’s complicated for a reason. There are probably nasty obstacles in the area.
Airlines and air-taxi operators are required to follow an approved departure procedure. In contrast, as a Part 91 general aviation operator, VFR or IFR, you are allowed to invent your own DP ... but I don’t recommend this, unless you are very careful and are experienced enough to know what a huge responsibility you are taking on. In particular: If you file an IFR flight plan, receive a clearance “as filed”, and then fly the flight as cleared, terrain separation is not guaranteed during the departure climb. Absolutely not. I personally have received clearances that would have flown me into the side of a mountain if I had not followed a complicated departure procedure, including circling over the field to gain altitude before proceeding enroute. Remember: As the pilot, you are responsible for terrain clearance. ATC is not. Except at the busiest airports, controllers generally don’t care what departure procedure you use, and they are certainly not required to assign one as part of your clearance. They are not going to ask whether you have done your homework properly.
If you are worried that ATC might be surprised by your departure procedure, you can mention it in the Remarks section of the flight plan. For example: “Homebrew DP: circle over field to 4000, then climb on course”.
Usually the simplest thing is to just follow the approved departure procedure. Sometimes, however, the approved procedure is annoyingly complicated and inefficient, in which case you may be tempted to cook up a simplified version, especially if you only need VFR terrain clearance (as opposed to IFR terrain clearance, which is higher). Also, sometimes you want to depart at night – or in bad weather – from a mom-and-pop airport that doesn’t have any published instrument procedures at all. Creating a homebrew departure procedure is difficult, because it is hard to obtain enough information. Scouting the area under day VFR conditions might help. The VFR chart will tell you about some nasty terrain and some obstructions, but it is easy to find examples where it doesn’t tell you enough. The Airport/Facility Directory will usually tell you about the 50-foot tree near the end of the runway, but it may not tell you about the power lines on the hill half a mile away. The circling minimums on the IFR approach plate may provide additional information. Experienced local pilots may have useful warnings and suggestions. On the other hand, it might be simpler to just follow the published procedure, or wait for good day VFR conditions.
See section 12.1.3 for an analogous discussion of approaches. See section 21.4 for a discussion of general decisionmaking issues.
At a tower airport, you will need to get taxi instructions before taxiing, and get takeoff clearance before taking off.
During the takeoff roll and climb-out, you will need to apply right rudder to compensate for the helical propwash, as discussed in section 8.4.
In an aircraft with retractable landing gear, you have to decide when to retract them. It is not a good procedure to retract them the instant you become airborne. The reason is that sometimes things go wrong in the first seconds after liftoff, and you don’t want to foreclose the option of re-landing on the remaining runway. Therefore the usual procedure is to retract the gear when it is no longer possible to re-land on the departure runway. You should say aloud the checklist item: “No more useful runway; gear coming up”.
On a really, really long runway, it’s OK to reduce drag by getting the gear up somewhat before you’ve flown all the way down the runway. However: (1) it’s usually not worth the trouble, and (2) make sure that you’re high enough that, in the event you do want to land immediately, you have time to re-extend the gear.
When ATC gives you a takeoff clearance, supposedly nobody but you should be on that runway. This applies to the runway itself, not to the airspace, so as soon as you are airborne, you are 100% responsible for seeing and avoiding other traffic. Even on the runway, it pays to keep your eyes open; there’s always a chance that ATC has made a mistake, and an even bigger chance that some other pilot has made a mistake and is encroaching on your runway without a clearance.
Very early in the climb, pick a landmark somewhere a few miles along your intended flight path, so you can maintain direction of flight primarily by outside references. The upwind leg of the traffic pattern is supposed to be an extension of the runway centerline. Similarly, note the pitch angle relative the horizon, so you can maintain the proper angle of attack and detect any windshear. You can cross-check direction, pitch angle, and angle of attack using the directional gyro, horizon gyro, and airspeed indicator, but you don’t want to spend more than a tenth of your time looking at gauges. You need to be looking outside to check for traffic.
Upon reaching a comfortable altitude, say 500 feet AGL, there are a number of things that might need doing: If your aircraft has cowl flaps, check them. On a normal takeoff they will already be open, but on a go-around you will have to open them. This is also be a good time to throttle back to normal climb power, which is less than takeoff power on most aircraft with controllable-pitch propellers. This is also a good time to retract any remaining flaps. Finally, this might be a good time to accelerate from VY to a nice cruise-climb speed.
You should not mess with the cowl flaps or other items until you are several hundred feet up. Turbulence might cause a pitch or bank excursion while your attention is distracted, or you might bump the yoke. At low altitude, basic aircraft control should get your undivided attention.
In some aircraft, the fuel-boost pumps should be turned off at 1000 AGL; in other aircraft they stay on throughout the initial climb. Other aircraft don’t use boost pumps at all.
Four of the most-common takeoff procedures are related in a fairly logical way, as summarized in table 13.4.
Unobstructed Obstructed Well-paved Semi-rotate early.
Fully rotate at VR.
Climb while accelerating to VY.
Rotate at VX.
Climb at constant airspeed: VX.
Soft Hop into ground effect just above VS.
Accelerate horizontally (1 foot AGL) to VR.
Climb while accelerating to VY.
Hop into ground effect just above VS.
Accelerate horizontally (1 foot AGL) to VX.
Climb at constant airspeed: VX.Table 13.4: Basic Takeoff Procedures
Additionally, in each of the four cases, you must take into account the crosswind if any.
Proper planning is important. A wise “no-go” decision could save you a lot of trouble. Make sure you know the proper procedures, including the critical airspeeds. Make sure you know how much runway you will need. If, during the takeoff roll, it looks like you are getting less performance than you should, stop and figure out what’s wrong. Practice rejected takeoffs.
Make sure you know what angle of climb you should expect. You need this to check obstacle clearance. This also affects your choice of initial pitch attitude.
When choosing an initial pitch attitude, remember that pitch attitude is not the same as angle of attack. See section 2.9 for information on the right (and wrong) ways to handle cases where the correct pitch attitude differs from what you expected.
Keep the aircraft properly trimmed and fly with a light touch. Don’t forget the after-takeoff checklist.