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The Rolls-Royce LiftSystem, together with the F135 engine, is an
aircraft propulsion A powered aircraft is an aircraft that uses onboard propulsion with mechanical power generated by an aircraft engine of some kind. Aircraft propulsion nearly always uses either a type of propeller, or a form of jet propulsion. Other potential ...
system designed for use in the
STOVL A short take-off and vertical landing aircraft (STOVL aircraft) is a fixed-wing aircraft that is able to take off from a short runway (or take off vertically if it does not have a heavy payload) and land vertically (i.e. with no runway). The ...
variant of the
F-35 Lightning II The Lockheed Martin F-35 Lightning II is an American family of single-seat, single-engine, all-weather stealth multirole combat aircraft that is intended to perform both air superiority and strike missions. It is also able to provide elect ...
. The complete system, known as the Integrated Lift Fan Propulsion System (ILFPS), was awarded the
Collier Trophy The Robert J. Collier Trophy is an annual aviation award administered by the U.S. National Aeronautic Association (NAA), presented to those who have made "the greatest achievement in aeronautics or astronautics in America, with respect to im ...
in 2001.


Requirement

The F-35B STOVL variant of the Joint Strike Fighter (JSF) aircraft was intended to replace the
McDonnell Douglas AV-8B Harrier II The McDonnell Douglas (now Boeing) AV-8B Harrier II is a single-engine ground-attack aircraft that constitutes the second generation of the Harrier family, capable of vertical or short takeoff and landing (V/STOL). The aircraft is primari ...
and the
McDonnell Douglas F/A-18 Hornet The McDonnell Douglas F/A-18 Hornet is an all-weather, twin-engine, supersonic, carrier-capable, multirole combat aircraft, designed as both a fighter and attack aircraft (hence the F/A designation). Designed by McDonnell Douglas (now p ...
used by the
United States Marine Corps The United States Marine Corps (USMC), also referred to as the United States Marines, is the maritime land force service branch of the United States Armed Forces responsible for conducting expeditionary and amphibious operations through combi ...
. It would also replace the
British Aerospace Harrier II The British Aerospace Harrier II is a second-generation vertical/short takeoff and landing (V/STOL) jet aircraft used previously by the Royal Air Force (RAF) and, between 2006 and 2010, the Royal Navy (RN). The aircraft was the latest develop ...
and the British Aerospace Sea Harrier used by
Royal Air Force The Royal Air Force (RAF) is the United Kingdom's air and space force. It was formed towards the end of the First World War on 1 April 1918, becoming the first independent air force in the world, by regrouping the Royal Flying Corps (RFC) and ...
and
Royal Navy The Royal Navy (RN) is the United Kingdom's naval warfare force. Although warships were used by English and Scottish kings from the early medieval period, the first major maritime engagements were fought in the Hundred Years' War against F ...
. The aircraft had to have a
supersonic Supersonic speed is the speed of an object that exceeds the speed of sound ( Mach 1). For objects traveling in dry air of a temperature of 20 °C (68 °F) at sea level, this speed is approximately . Speeds greater than five times ...
capability, and a suitable
vertical lift Vertical is a geometric term of location which may refer to: * Vertical direction, the direction aligned with the direction of the force of gravity, up or down * Vertical (angles), a pair of angles opposite each other, formed by two intersecting ...
system that would not compromise this capability was needed for the STOVL variant. This requirement was met by the
Rolls-Royce Rolls-Royce (always hyphenated) may refer to: * Rolls-Royce Limited, a British manufacturer of cars and later aero engines, founded in 1906, now defunct Automobiles * Rolls-Royce Motor Cars, the current car manufacturing company incorporated in ...
LiftSystem, developed through a $1.3 billion System Development and Demonstration (SDD) contract from
Pratt & Whitney Pratt & Whitney is an American aerospace manufacturer with global service operations. It is a subsidiary of Raytheon Technologies. Pratt & Whitney's aircraft engines are widely used in both civil aviation (especially airlines) and military aviat ...
.LiftSystem
Rolls-Royce website. Retrieved: July 2017
This requirement was met on 20 July 2001.
. Lockheed Martin press release, 28 February 2003. Retrieved: 3 November 2008

By Chris Kjelgaard Senior Editor posted: 21 December 2007


Design and development

Instead of using separate lift engines, like the
Yakovlev Yak-38 The Yakovlev Yak-38 (russian: Яковлев Як-38; NATO reporting name: "Forger") was the Soviet Naval Aviation's only operational VTOL strike fighter aircraft in addition to being its first operational carrier-based fixed-wing aircraft. It w ...
, or rotating nozzles for engine bypass air, like the Harrier, the "LiftSystem" has a shaft-driven LiftFan, designed by
Lockheed Martin The Lockheed Martin Corporation is an American aerospace, arms, defense, information security, and technology corporation with worldwide interests. It was formed by the merger of Lockheed Corporation with Martin Marietta in March 1995. It ...
and developed by Rolls-Royce, and a
thrust vectoring Thrust vectoring, also known as thrust vector control (TVC), is the ability of an aircraft, rocket, or other vehicle to manipulate the direction of the thrust from its engine(s) or motor(s) to control the attitude or angular velocity of the v ...
nozzle for the engine exhaust that provides lift and can also withstand afterburning temperatures in conventional flight to achieve supersonic speeds. The lifting/propulsion system with its Three Bearing Swivel Duct Nozzle (3BSD) most closely resembles plans for the
Convair Model 200 The Convair Model 200 was a design for a supersonic vertical takeoff and landing (VTOL) fighter requirement for the United States Navy Sea Control Ship. Further versions were planned for conventional catapult launches and landing using the ar ...
Sea Control Fighter of 1973 than the preceding generation of STOVL designs to which the Harrier belongs. The team responsible for developing the propulsion system included Lockheed Martin,
Northrop Grumman Northrop Grumman Corporation is an American multinational aerospace and defense technology company. With 90,000 employees and an annual revenue in excess of $30 billion, it is one of the world's largest weapons manufacturers and military techn ...
,
BAE Systems BAE Systems plc (BAE) is a British multinational arms, security, and aerospace company based in London, England. It is the largest defence contractor in Europe, and ranked the seventh-largest in the world based on applicable 2021 revenues. ...
, Pratt & Whitney and Rolls-Royce, under the leadership of the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territorie ...
Department of Defense Department of Defence or Department of Defense may refer to: Current departments of defence * Department of Defence (Australia) * Department of National Defence (Canada) * Department of Defence (Ireland) * Department of National Defense (Philipp ...
Joint Strike Fighter Program Office.
Paul Bevilaqua Paul Bevilaqua is an aeronautics engineer at Lockheed Martin in California. In 1990, he invented the lift fan for the Joint Strike Fighter F-35B along with fellow Skunk Works engineer Paul Shumpert. In 2005, Bevilaqua was elected as a member ...
,Undated Lockheed Martin video.
Retrieved December 2009
Chief Engineer of Lockheed Martin Advanced Development Projects (
Skunk Works Skunk Works is an official pseudonym for Lockheed Martin's Advanced Development Programs (ADP), formerly called Lockheed Advanced Development Projects. It is responsible for a number of aircraft designs, beginning with the P-38 Lightning in 1 ...
), invented the lift fan propulsion system."Propulsion system for a vertical and short takeoff and landing aircraft"
United States Patent 5209428
The concept of a shaft-driven lift-fan dates back to the mid-1950s. The lift fan was demonstrated by the
Allison Engine Company The Allison Engine Company was an American aircraft engine manufacturer. Shortly after the death of James Allison in 1929 the company was purchased by the Fisher brothers. Fisher sold the company to General Motors, which owned it for most of it ...
in 1995-97.-as Allison begins JSF lift-fan tests
''Flight International'', 21 May 1997. Retrieved: 19 September 2010
Archived
on 2 November 2012.
The U.S. Department of Defense (DOD) awarded
General Electric General Electric Company (GE) is an American multinational conglomerate founded in 1892, and incorporated in New York state and headquartered in Boston. The company operated in sectors including healthcare, aviation, power, renewable energ ...
and Rolls-Royce a $2.1 billion contract to jointly develop the F136 engine as an alternative to the F135. The LiftSystem was designed to be used with either engine. Following termination of government funding GE and Rolls-Royce terminated further development of the engine in 2011. Rolls-Royce managed the overall development and integration program in
Bristol Bristol () is a city, ceremonial county and unitary authority in England. Situated on the River Avon, it is bordered by the ceremonial counties of Gloucestershire to the north and Somerset to the south. Bristol is the most populous city in ...
, UK, and was also responsible for the LiftFan turbomachinery, 3BSM and Roll Post designs. Rolls-Royce in
Indianapolis Indianapolis (), colloquially known as Indy, is the state capital and most populous city of the U.S. state of Indiana and the seat of Marion County. According to the U.S. Census Bureau, the consolidated population of Indianapolis and Marion ...
provided the gearbox, clutch, driveshaft and nozzle and conducted the build and verification testing of the LiftFan.


Operation

The Rolls-Royce LiftSystem comprises four major components: *LiftFan *Engine to fan driveshaft *Three-bearing swivel module (3BSM) *Roll posts (two) The three-bearing swivel module (3BSM) is a thrust vectoring nozzle at the rear of the aircraft which directs engine exhaust to pass either straight through with reheat capability for forward flight, or to be deflected downward to provide lift. For vertical flight, 29,000 hpLockheed Propulsion System
''VTOL.org''. Retrieved: 19 September 2010.
is transferred by an extension shaft on the engine fan using a clutch and bevel-gearbox to a
contra-rotating Contra-rotating, also referred to as coaxial contra-rotating, is a technique whereby parts of a mechanism rotate in opposite directions about a common axis, usually to minimise the effect of torque. Examples include some aircraft propellers, res ...
lift-fan located forward of the engine. The fan airflow (low-velocity unheated air) leaves through thrust-vectoring vanes on the underside of the aircraft, and balances the lift from the rear nozzle. For lateral stability and
roll control Roll or Rolls may refer to: Movement about the longitudinal axis * Roll angle (or roll rotation), one of the 3 angular degrees of freedom of any stiff body (for example a vehicle), describing motion about the longitudinal axis ** Roll (aviation), ...
, bypass air from the engine is used in a roll-post nozzle in each wing. For
pitch control A variable speed pitch control (or vari-speed) is a control on an audio device such as a turntable, tape recorder, or CD player that allows the operator to deviate from a standard speed (such as 33, 45 or even 78 rpm on a turntable), resulting ...
, the areas of exhaust nozzle and LiftFan inlet are varied while keeping the total lift constant. Yaw control is achieved by yawing the 3BSM. Forward, and also backward, motion is controlled by tilting the 3BSM and vanes in the LiftFan variable area vane box nozzle. The following are the component thrust values of the system in lift mode: In comparison, the maximum thrust of the
Rolls-Royce Pegasus The Rolls-Royce Pegasus, formerly the Bristol Siddeley Pegasus, is a British turbofan engine originally designed by Bristol Siddeley. It was manufactured by Rolls-Royce plc. The engine is not only able to power a jet aircraft forward, but also ...
11-61/F402-RR-408, the most powerful version which is used in the
AV-8B The McDonnell Douglas (now Boeing) AV-8B Harrier II is a single-engine ground-attack aircraft that constitutes the second generation of the Harrier family, capable of vertical or short takeoff and landing (V/STOL). The aircraft is primaril ...
, is . The weight of the
AV-8B The McDonnell Douglas (now Boeing) AV-8B Harrier II is a single-engine ground-attack aircraft that constitutes the second generation of the Harrier family, capable of vertical or short takeoff and landing (V/STOL). The aircraft is primaril ...
is about 46% of the weight of the
F-35B The Lockheed Martin F-35 Lightning II is an American family of single-seat, single-engine, all-weather stealth multirole combat aircraft that is intended to perform both air superiority and strike missions. It is also able to provide elect ...
. Like lift engines, the added LiftSystem components are dead weight during flight, but the advantage of employing the LiftSystem is that its greater lift thrust increases takeoff payload by an even larger amount.


Engineering challenges

While developing the LiftSystem many engineering difficulties had to be overcome, and new technologies exploited. The LiftFan uses hollow-bladed titanium
blisk A blisk (portmanteau of bladed disk) is a turbomachine component comprising both rotor disk and blades. It serves as a critical component of the engine compressor to allow a sufficient quantity of compressed air to enter the engine for combustion ...
s (a bladed disk or "blisk" achieved by super-plastic forming of the blades and linear
friction welding Friction welding (FRW) is a solid-state welding process that generates heat through mechanical friction between workpieces in relative motion to one another, with the addition of a lateral force called "upset" to plastically displace and fuse the m ...
to the blisk hub). Organic matrix composites are used for the interstage vanes. The LiftFan is cleared for flight up to This condition appears as a crosswind to the horizontal intake and occurs when the aircraft transitions between forward flight and hover.Zolfagharifard, Ellie.
Rolls-Royce's LiftSystem for the Joint Strike Fighter
''
The Engineer (UK magazine) ''The Engineer'' is a London-based monthly magazine and website covering the latest developments and business news in engineering and technology in the UK and internationally. History and description ''The Engineer'' was founded in January 185 ...
'', 28 March 2011
Archived
on 19 December 2013]
The clutch mechanism uses dry plate carbon–carbon technology originally derived from aircraft brakes. Friction is only used to engage the lift fan at low engine speeds. A mechanical lock-up is engaged before increasing to full power. The gearbox has to be able to operate with interruptions to its oil supply of up to a minute while transferring full power through 90 degrees to the LiftFan. The Three-Bearing Swivel Module has to both support the final hot thrust vectoring nozzle and transmit its thrust loads back to the engine mounts. The "fueldraulic" actuators for the 3BSM use fuel pressurised to 3,500 lbf/in2, rather than hydraulic fluid, to reduce weight and complexity. One actuator travels with the swivel nozzle, moving through 95 degrees while subject to intense heat and vibration.


Testing

During concept definition of the Joint Strike Fighter, two Lockheed airframes were flight-tested: the Lockheed X-35A (which was later converted into the X-35B), and the larger-winged X-35C, with the STOVL variant incorporating the Rolls-Royce LiftFan module. LiftSystem flight testing commenced in June 2001, and on 20 July that year the X-35B became the first aircraft in history to perform a short takeoff, a level supersonic dash and vertical landing in a single flight. By the time testing had been completed in August, the aircraft had achieved 17 vertical takeoffs, 14 short takeoffs, 27 vertical landings and five supersonic flights. During the final qualifying Joint Strike Fighter flight trials, the X-35B took off in less than , transitioned to supersonic flight, then landed vertically. Ground tests of the F136/LiftSystem combination were carried out at the General Electric facility in
Peebles, Ohio Peebles is a village in Meigs Township, Adams County, Ohio, United States. It is sixty-four miles east of Cincinnati. The population was 1,782 at the 2010 census. History Peebles was founded in 1881 with the building of the railroad through t ...
in July 2008. On 18 March 2010, a STOVL equipped F-35B performed a vertical hover and landing demonstration at Patuxent River Naval Air Station in Lexington Park, MD.


Collier Trophy award

In 2001, the LiftSystem propulsion system was awarded the
Collier Trophy The Robert J. Collier Trophy is an annual aviation award administered by the U.S. National Aeronautic Association (NAA), presented to those who have made "the greatest achievement in aeronautics or astronautics in America, with respect to im ...
,Collier 2000–2007 Winners
National Aeronautic Association. Retrieved: 10 November 2008
in recognition of "the greatest achievement in aeronautics or astronautics in America", specifically for "improving the performance, efficiency and safety of air or space vehicles, the value of which has been thoroughly demonstrated by actual use during the preceding year."


Specifications (LiftSystem)

;Main engine: ;
Pratt & Whitney F135 The Pratt & Whitney F135 is an afterburning turbofan developed for the Lockheed Martin F-35 Lightning II, a single-engine strike fighter. It has two variants; a Conventional Take-Off and Landing ( CTOL) variant used in the F-35A and F-35C, and a ...
: dry thrust Components: ;LiftFan :Two-stage contra-rotating hollow titanium
blisk A blisk (portmanteau of bladed disk) is a turbomachine component comprising both rotor disk and blades. It serves as a critical component of the engine compressor to allow a sufficient quantity of compressed air to enter the engine for combustion ...
fan of diameter. Uppermost fan fitted with variable inlet guide vanes. Capable of generating more than cold thrust"Rolls-Royce's LiftSystem for the Joint Strike Fighter"
By Ellie Zolfagharifard, The Engineer 28 March 2011
;Three-bearing swivel module :Able to rotate through 95 degrees in 2.5 seconds and vector dry thrust in lift mode, with reheat capability in normal horizontal attitude ;Roll posts :Two: hydraulically actuated


Gallery

File:F-35 compilation.ogg, X-35/LiftSystem flight demonstration of transition to VTOL configuration, hover, take off in STOVL configuration, in-flight re-fuelling, vertical hover and landing. File:F-35_vertical_landing.ogg, Vertical landing demonstration showing operation of the 3BSM. File:F-35B_STOVL_Engine_and_Lift_Fan.JPG, Turbine and lift fan assembly on display at the National Air and Space Museum,
Steven F. Udvar-Hazy Center The Steven F. Udvar-Hazy Center, also called the Udvar-Hazy Center, is the Smithsonian National Air and Space Museum (NASM)'s annex at Washington Dulles International Airport in the Chantilly area of Fairfax County, Virginia. It holds numerous ...


See also

* Boeing X-32 *
Lift fan Lift fan is an aircraft configuration in which lifting fans are located in large holes in an otherwise conventional fixed wing or fuselage. It is used for V/STOL operation. The aircraft takes off using the fans to provide lift, then transitions ...
*
XV-4 Hummingbird The Lockheed XV-4 Hummingbird (originally designated VZ-10) was a U.S. Army project to demonstrate the feasibility of using VTOL for a surveillance aircraft carrying target-acquisition and sensory equipment.Rolls-Royce RB108 The Rolls-Royce RB.108 was a British jet engine designed in the mid-1950s by Rolls-Royce Limited, Rolls-Royce specifically for use as a VTOL Lift jet, lift engine. It was also used to provide horizontal thrust in the Short SC.1. Design and de ...
*
Rolls-Royce Thrust Measuring Rig The Rolls-Royce Thrust Measuring Rig (TMR), was a pioneering vertical take-off and landing (VTOL) aircraft developed by Rolls-Royce in the 1950s. It has the distinction of being "the first jet-lift aircraft to fly anywhere in the world". The ...
*
Yakovlev Yak-38 The Yakovlev Yak-38 (russian: Яковлев Як-38; NATO reporting name: "Forger") was the Soviet Naval Aviation's only operational VTOL strike fighter aircraft in addition to being its first operational carrier-based fixed-wing aircraft. It w ...
;Related lists *
List of aircraft engines This is an alphabetical list of aircraft engines by manufacturer. 0–9 2si *2si 215 *2si 230 * 2si 430 * 2si 460 *2si 500 * 2si 540 * 2si 690 3W ''Source: RMV'' *3W 106iB2 *3W-110 *3W-112 *3W-170 *3W-210 *3W-220 A Abadal (Fr ...


References


External links


Pratt & Whitney F135 - Project milestones

Rolls-Royce - LiftSystem

GovExec: The engine that could

The man with the fan
*Paul M. Bevilaqua
The shaft driven Lift Fan propulsion system for the Joint Strike Fighter
DTIC.MIL Word document, 5.5 MB. Date: 1997.
Two approaches to achieving short takeoff and vertical landing
Design Engineer - Aerospace, 21 February 2013

Code One Magazine, 12 August 2014 {{Lockheed Martin F-35 Lightning II Collier Trophy recipients Articles containing video clips Rolls-Royce