So I'm having a hard time with understanding why pivotal altitude changes.
First, keep in mind that the pylon must stay positioned not only horizontally, but vertically, too. In this example, we'll assume we want it exactly on the wingtip leading edge.
Let's say you're flying 1500 feet above the ground when you reach the abeam position of a pylon, exactly 1/4 nm away, and you roll into a 30 degree bank. We'll also assume you have 100 TAS and there is no wind. There are two things to evaluate:
- Does this bank put the pylon on your wingtip, and
- Will the bank angle produce a radius of turn equal to your present distance from the pylon?
The first question is easy to answer: your bank angle needs to be the same as the angle from you to the pylon. You can calculate this by atan(altitude/distance), as shown in the figure below. For the current scenario, atan(1500/1519) = 44.6 degrees. Let's call it 45 degrees. So, at this altitude and this distance away from the pylon, only a 45 degree bank would put the pylon right on the wingtip.
The conclusions, based on the math above:
- For a given distance away from the pylon, you need a steeper bank the higher your altitude.
- Conversely, for a given altitude, you need a shallower bank the further you are from the pylon.
Now for the second question. The 45 degree bank, at a constant airspeed, will produce a turn of a specific radius.
If this radius is exactly the same as the present distance from the pylon, then the aircraft's wingtip will remain on the pylon because the aircraft will fly a perfect circle around the pylon, with the pylon at the center. But if the resulting turn radius is different from the distance to the pylon, the aircraft will essentially be flying a circle around some other
imaginary pylon.
From the figure below, you can see that at the moment of banking, the aircraft is positioned on the circumference of several potential flight paths. Which one it actually follows will depend on the bank angle chosen. For a given airspeed, there is only one bank angle that will produce a turn of the proper radius, a radius equal to the present distance from the pylon. When the bank angle is wrong, then the radius will be wrong, and the wing tip will not remain aligned with the real pylon.
In our current scenario, the 30 degree bank that the pilot initiated will not put the pylon on the wingtip, so that bank is a non-starter. However, if the aircraft rolls over into the required 45 degree bank, it will follow the flight path of the steep bank in the figure above. The pylon will move ahead of the wing tip.
One way to solve this problem: since lower altitudes require shallower bank angles to position the pylon vertically, you could descend and shallow out your bank.
There must be some altitude at which the bank required to position the pylon vertically will be exactly the bank that produces a circle of the required radius. This is pivotal altitude.
How to Use This
Assuming the initial conditions given above, and tossing in a 45 degree bank, since the pylon is moving ahead of the wing, the pilot knows his turn radius is too tight, so he needs to descend to an altitude where he can apply a lower bank angle. Since power must remain constant, he initiates this descent by pushing forward on the yoke.
If the pilot were flying only 500 feet above the ground, the required bank angle to position the pylon vertically would be only 18 degrees, but this bank angle would produce a turn radius that is too large, and the pilot would see the pylon move behind the wing. Since higher altitudes allow steeper banks, the pilot needs to climb to a higher altitude where the bank angle required to vertically center the pylon would also produce a turn of the required radius.
Wind
Adding back the wind doesn't change the nature of the analysis, it just changes the values of some of the variables we've already discussed. Most importantly, the effective velocity of the aircraft changes due to the existence of a head or tailwind, which changes the radius of the circle being flown at every point around the pylon. And, the wind may blow the aircraft closer or further from the pylon, changing the required bank angle to keep the pylon centered vertically.
For instance, an increasing headwind slows down the velocity of the aircraft with respect to the ground and the turn radius with respect to the ground will get smaller, tending the aircraft to turn too tightly. This would cause the pylon to move ahead of the wingtip reference. The pilot must descend in order to shallow out the bank so that the turn radius will increase.