design and evaluation of advanced electronic cockpit

116
Design and Evaluation of Advanced Electronic Cockpit Displays For Instrument Approach Information by MARK G. MYKITYSHYN B.S., United States Naval Academy (1981) M.P.A., Harvard University (1990) Submitted to the Department of Aeronautics and Astronautics in Partial Fulfillment of the Requirements For the Degrees of ENGINEER OF AERONAUTICS AND ASTRONAUTICS and MASTER OF SCIENCE IN AERONAUTICS AND ASTRONAUTICS at the MASSACHUSETTS INSTITUTE OF TECHNOLOGY September 1991 © Mark G. Mykityshyn, 1991 The author hereby grants MIT permission to reproduce and to distribute copies of this document in whole or in part. Signature of Author lepartme'it ofieronautics and Astronautics September 1991 Certified by - Associate Professor R. John Hansman, Jr. Depayment of Aeronautics and Astronautics Thesis Supervisor Accepted by Professor Harold Y. Wachman Chairman, -Department Graduate Committee A; p A r Es >p hF- A.R ' ARCHIVES

Upload: others

Post on 26-Dec-2021

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Design and Evaluation of Advanced Electronic Cockpit

Design and Evaluation of Advanced ElectronicCockpit Displays For Instrument

Approach Information

by

MARK G. MYKITYSHYN

B.S., United States Naval Academy(1981)

M.P.A., Harvard University(1990)

Submitted to the Department of Aeronautics and Astronauticsin Partial Fulfillment of the Requirements

For the Degrees of

ENGINEER OFAERONAUTICS AND ASTRONAUTICS

and

MASTER OF SCIENCE INAERONAUTICS AND ASTRONAUTICS

at theMASSACHUSETTS INSTITUTE OF TECHNOLOGY

September 1991

© Mark G. Mykityshyn, 1991

The author hereby grants MIT permission to reproduce and todistribute copies of this document in whole or in part.

Signature of Authorlepartme'it ofieronautics and Astronautics

September 1991

Certified by -Associate Professor R. John Hansman, Jr.

Depayment of Aeronautics and AstronauticsThesis Supervisor

Accepted byProfessor Harold Y. Wachman

Chairman, -Department Graduate Committee

A; p A r Es>p hF- A.R '

ARCHIVES

Page 2: Design and Evaluation of Advanced Electronic Cockpit

Design and Evaluation of Advanced ElectronicCockpit Displays For Instrument

Approach Information

by

Mark G. Mykityshyn

Submitted to the Department of Aeronautics and Astronautics

in partial fulfillment of the Requirements for the Degrees of

Engineer and Master of Science

Systems and human engineering design issues associated with the electronic

presentation of Instrument Approach Plates (IAPs) are investigated. Specifically, the

effects on information retrieval performance and pilot preference that are induced by the

capabilities and limitations of electronic systems are addressed. The information content of

current IAP paradigms, and the relative importance of this information at certain points

during the execation of a published instrument approach were investigated through a user

centered survey of IAP information requirements. The survey produced an information

database from which several Electronic Instrument Approach Plate (EIAP) chart modes

were constructed. These charts were evaluated using a Boeing 757/767 part-task flight

simulation that sought to identify specific areas where improved human engineering in IAP

design could create a more efficient information transfer to improve pilot performance and

further enhance flight safety. Selectable Instrument Approach Plate information presented

to the pilot in a color, electronic display separate from the primary navigation display was

observed to be the most effective means of information transfer. Potential problems

associated with the implementation of these electronic IAP systems are identified.

Thesis Supervisor: Dr. R. John Hansman, Jr.Associate Professor of Aeronautics and Astronautics

2

Page 3: Design and Evaluation of Advanced Electronic Cockpit

Acknowledgements

As is the case with many things that I have been fortunate enough to have been a

part of, there are many people to thank for making this experience possible.

I would like to thank everyone in the lab for making me feel so welcome and for

making the lab such a nice place to be! I would especially like to thank Jim for his patience

in the design and running of the experiments. Thank you for "Map"; my experiment

wouldn't have been possible without it. I would also like to thank Craig for the insights

about designing experiments, and for all the helpful hints. "Pax" provided invaluable

support and added much to the content of the report. Thanks for all the long hours of

work, and for showing me the MIT technique of how to stay up all night and still be

productive. Thanks also to Amy for entering all the data. Thanks to Alan for the "sanity

checks" on the experiment, and for the insights to the world of civil aviation.

I am grateful to the professional pilots who took time from their busy schedules to

participate in both the survey and the experiment. I would like to express my sincere

thanks to Gary Donovan who made the trip to Atlanta so successful. Without his attention

to detail and tireless liaison work with ALPA, the experiment would have taken

significantly longer to complete, and certainly would not have been as much fun. I

appreciate all the time and support for this project.

Life here would have been much more difficult without my family. They have

always supported me throughout each new experience, and I'm lucky to have a family that

cares so much. I would like to thank Jill for her friendship and support these past two

years, and for making my life here at school so much more pleasant. I hope I can return

the favor someday. I don't think that I could ever thank Chad, and all the "Wish" kids

from whom I've learned the true meaning of patience and perseverance, and who provide a

constant source of inspiration. I feel very fortunate to have been a part of Naval Aviation

these past years, and a very special thanks to all the Naval Aviators with whom I have had

the pleasure of serving. You have contributed more to this work than you could know.

I am very grateful to John Hansman for the opportunity to participate at MIT. I

truly admire his personal dedication and committment to aviation. Thanks for taking me

into the lab, and for all the help and support. It has truly been my pleasure to work with

you.

3

Page 4: Design and Evaluation of Advanced Electronic Cockpit

Table of Contents

Abstract .............................. 2.......Acknowledgements . . . ............................................................................. 3

Table of Contents ................. .......... 4

List of Figures. ........................................ .61. Introduction ... . ...... . .7.........................................................................

2. Background .................. 9....................................................92.1 Documentation of IAP Design Deficiencies . ..................................... 9

2.2 Approach Procedures and Information Transfer ................................. 9

2.3 Current IAP Structure and Design .................................. 10

2.4 Discussion . .......................................................... 142.5 Electronically Based Instrument Approach Plates ............................... 14

2.5.1 Information Update . ....................................... 15

2.5.2 Format Flexibility and Enhanced Display Capability ............ 15

2.5.3 Potential Problems . ...................................................... 16

3. Survey of IAP Information Requirements ......... ......................... 17

3.1 Objectives ............................................................................ 17

3.2 Survey Approach and Design .......... ....................... 17

3.3 Survey Results ....................................................................... 183.3.1 General IAP Usage . ............................................ 20

3.3.2 IAP Information Analysis ............................................... 22

3.3.2.1 "Information Element" Defined ......................... 22

3.3.2.2 Identification of "Critical" and "Extraneous" IAP

Information Elements .. . ................................................22

4. Electronically Based Instrument Approach Plates . ......................................... 27

4.1 Information Selection and Decluttering . .......... .................... 27

4.2 Design Overview .................................................................... 29

4.2.1 Experimental Charts ....... ................................. .29

4.2.2 EIAP Prototype Charts ........................................... 31

5. Part-Task Flight Simulation Experimental Study . .......................................... 36

5.1 Experimental Goals ................................................................. 36

5.2 Experimental Design Overview . ................................. .36

5.3 Simulation Facility .................................................................. 37

5.4 Subject Selection . ....................................... . 39

4

Page 5: Design and Evaluation of Advanced Electronic Cockpit

5.5 Phase I Experimental Design .............................. 39

5.5.1 Introduction to Measurements ................. ......... .... 39

5.5.2 Approach Scenario Structure ........ ........ 41............ ... 41

5.5.3 General Experimental Procedure ....................................... 46

5.6 Phase II Experimental Design ................................ 47

5.6.1 Introduction to Measurements .......................................... 47

5.6.2 Approach Scenario Variations ..... .. ................... ................47

5.6.3 Experimental Procedure .......................... .......... 48

6. Discussion of Results .......................................................................... 49

6.1. Phase I Results ..................................................................... 49

6.1.1 Experimental Chart Rankings . ......................................... 49

6.1.2 Experimental Chart Task Rankings .50

6.1.3 Average Response Time Per Chart .................................... 52

6.1.4 Error Rate Results ....................................................... 55

6.1.5 Phase I Terrain "Fly-Through" ......................... 56

6.2 Phase II Results ..................................................................... 57

6.2.1 EIAP Prototype Chart Rankings ................................ .58

6.2.2 EIAP Prototype Chart Task Ranking . ................................. 59

6.2.3 Preference Ranking For All Chart Modes ............................. 61

6.2.4 Phase II Terrain "Fly-Through" .................................. 62

6.2.5 Preferences For Electronic IAPs ...................................... 63

7. Conclusions ................................................................. 65

References .......................................................................................... 67

Appendix A: .... ............. .......................................69Appendix B: ........................................................................................ 92

Appendix C: ........................................................................................ 98

Appendix D: ........................................................................................ 107

5

Page 6: Design and Evaluation of Advanced Electronic Cockpit

List of Figures

Figure 2.1 Representative Jeppesen Instrument Approach Plate .................. 1........... 12

Figure 2.2 Representative NOAA Instrument Approach Plate ...................... 13

Figure 3.1 Representative Information Element Selection Process, Approach Phase

( Yellow+"Critical"; Pink="Extraneous"') ......................................... 19

Figure 3.2 Information Contributing to IAP Clutter ............................................ 20

Figure 3.3 Example of the Information Element Ranking Procedure ........................ 24

Figure 3.4 LAP Information Element Flow Diagram . ...... 26

Figure 4.1 Prototype Information Layering Scheme ........................................... 28

Figure 4.2 Example of Experimental Paper Chart ............................................ 30

Figure 4.3 Color Scheme For Electronically Based IAPs.. ................................. 31

Figure 4.4 Example of Experimental Color Chart .............................................. 33

Figure 4.5 Example of Track-Up (Moving Map) EIAP Prototype Chart,... 34

Figure 4.6 Representative EFIS Integrated Prototype Chart .................................. 35

Figure 5.1 MIT Part-Task Simulation Facility .................................................. 38

Figure 5.2 Explicit Information Retrieval Performance Questions ........................... 40

Figure 5.3 Relative Ranking Scale ............................................................... 41

Figure 5.4 Representative Experimental Matrix .............................................. 42

Figure 5.5 Representative Approach Scenario ................................................. 43

Figure 5.6 Representative Terrain "Fly-Through" Scenario .................................. 45

Figure 6.1 Experimental Chart Ranking .............................................. ......... 49

Figure 6.2 Experimental Chart Task Ranking ................................................... 5 1

Figure 6.3 Average Response Tune Per Chart .................................................... 53

Figure 6.4 Phase I Error Rate ..................................................................... 55

Figure 6.5 Phase I Terrain Penetration Data .................................................... 56

Figure 6.6 EIAP Prototype Chart Ranking .................................................... 58

Figure 6.7 EIAP Prototype Chart Task Ranking ................................................. 59

Figure 6.8 Preference Ranking For All Chart Modes ........................................... 62

Figure 6.9 Phase II Terrain Penetration Data ..................................................... 62

Figure 6. 10 Preferences For Electronic IAPs ................................................... 64

6

Page 7: Design and Evaluation of Advanced Electronic Cockpit

1. Introduction

One of the most complex and crucial tasks required of today's commercial transport

aviator is the approach and landing of the aircraft during Instrument Meteorological

Conditions (IMC). An Instrument Approach Plate (AP) similar to those depicted in

Figures 2.1 and 2.2 provides the pilot with the requisite navigation, communication, and

obstruction information to effect a smooth transition from enroute flight to a safe and

expedient approach to landing, or the execution of a missed approach at an airport under

these weather conditions.

Currently, IAP information is presented in paper format only. There are two

widely used AP formats in the United States that have evolved in the absence of any

formal human factors review. However, these designs have been developed through a

mature design process evoked by user feedback and a concern for flight safety. The

detailed formats of these charts represents a cartographic balance of innate design tradeoffs

including cost considerations, chart size versus legibility, and liability of the charting

agency.

On the paper charts, the information required for all user groups and all situations is

contained on a single chart because it is too expensive to produce separate charts for

different user groups. The small size of the chart (8.5 x 5 in.) forces the textural print to be

quite small in order to accommodate all the information that it must contain. Fear of

litigation and the ultimate liability of the charting agency often preclude the cartographer

from removing marginally useful information from the chart. Therefore, the resulting IAPs

tend to contain a high information content and may have clutter problems. The high

information content and complexity of the LAP may adversely affect the users' ability to

easily and accurately extract the information that is required to safely execute the approach

procedure.

Electronically based Instrument Approach Plates (EIAPs) offer a more flexible

medium to present approach information to the pilot. However, because of electronic

display limitations, larger type fonts and symbol sizes are required to avoid aliasing

problems. As a result, it may be desirable to use the flexibility of the electronic format to

adjust the information displayed during certain phases of the approach to minimize clutter

problems.

7

Page 8: Design and Evaluation of Advanced Electronic Cockpit

This thesis results from an endeavor to investigate AP information requirements

and to resolve AP presentation and clutter issues. AP information requirements have

been addressed through a user centered survey which explored IAP information content,

usage patterns, and crew preferences in order to more accurately assess the information

requirements of advanced EIAP charts. IAP presentation and clutter issues were addressed

through a part-task flight simulation experiment in which pilots evaluated several EIAP

prototype charts, and a prototype AP information selection and decluttering technique.

The investigations and findings are presented as follows. Chapter 2 briefly

summarizes the motivation for this work, describes a typical instrument approach

procedure, and discusses the structural design of current IAP formats. Chapter 3 reviews

the Survey of Information Requirements for Instrument Approach Charts, including pilot

opinion concerning the replication of paper AP information in electronic format. Chapter 4

discusses electronically based APs, while Chapter 5 outlines the objectives of the part-task

flight simulation experiment and describes the experimental procedure. Chapter 6 contains

a discussion of experimental results and findings. A summary of this effort is contained in

Chapter 7.

8

Page 9: Design and Evaluation of Advanced Electronic Cockpit

2. Background

2.1 Documentation of IAP Design Deficiencies

Instrument Approach Plates depict terminal arrival and missed approach procedures

that i re performed at low altitudes with minimal terrain clearance and a subsequently low

threshold for procedural error. Even though the IAP often contains a high level of

cartographic and procedural complexity, it has evolved to its current format in the absence

of any formal human engineering review [Hansman and Mykityshyn, 1990]. Hcwever,

IAP design deficiencies have been previously documented on several occasions.

The Special Air Safety Advisory group (SASAG) was contracted by the Flight

Standards Service of the Federal Aviation Administration (FAA) in 1976 in order to study

approach and landing procedures, vertical guidance and navigation information, and air

traffic control systems. Part of their findings indicated that current AP designs were

"superb as a legal document, but a disaster as a work tool" [Ashworth et .al, 1976]. They

concluded that APs were too cluttered with unnecessary information that was presented in

textural print too small to read at night or in turbulent conditions.

The Presidents Task Force on Aircrew Compliment was commissioned in 1980 to

evaluate the DC-9-80 for certification with a two versus three man crew compliment.

During its' certification review process, the Task Force further identified IAP design

deficiencies, citing that "instrument approach charts are frequently designed in a way that

makes them difficult to use" [McLucas et .al, 1976].

Finally, the 1985 FAA Human Factors Plan identified chart design as a cockpit

human performance problem area which could be addressed through formal human factors

research. The review process has been subsequently designed in order to identify areas

where improved human engineering in IAP design could create a more efficient information

transfer.

2.2 Approach Procedures and Information Transfer

Instrument approach procedures have been designed in order to meet the criteria as

outlined in the United States Standard for Terminal Instrument Procedures (TERPS)

manual. As such, they are designed to unambiguously define the approach procedure. An

9

Page 10: Design and Evaluation of Advanced Electronic Cockpit

important criteria of these procedures is that they help to ensure that both the pilot and air

traffic controller are aware of the state of the aircraft at all times relative to airport

orientation (correct runway alignment), and to potential aviation hazards that exist within

the terminal area.

The increased demand for air travel has generated the development of new and more

complex instrument approach procedures that were designed to make use of the available

airspace, especially in high density hub areas. Since communications with air traffic

control (ATC) are limited within the terminal area and tend to include only the minimum

information needed to define the approach procedure to be followed, pilots use the IAP as

the primary source of approach information. As such, with a general trend over the past

ten years toward crew compliment reduction in commercial aviation, LAP information needs

to be presented in a "clean" format that allows the pilot to easily and accurately extract the

vital information.

In a recent survey of current air carrier pilots [Mykityshyn and Hansman, 1990],

93.1% stated that it was possible to make operational errors in the cockpit that can be

directly attributed to charting considerations. Chart interpretational errors such as the use

of outdated information, misinterpretation, or the inability to accurately extract vital IAP

information from among "clutter" can often be corrected by either the flight crew or ATC.

However, if these errors remain uncorrected, the aircraft may be placed in a hazardous

situation.

2.3 Current IAP Structure and Design

In the United States, the two most widely used IAP formats are manufactured by

Jeppesen Sanderson, Inc., and the United States Government (NOAA and the Department

of Defense in conjunction with the FAA). In the following, Jeppesen Sanderson, Inc.

charts are referred to as Jeppesen, while U.S. Government charts are referred to as NOAA.

Specifications for NOAA low altitude instrument approach procedures are developed by the

Interagency Air Cartographic Committee.(IACC) which is composed of representatives of

the Department of Commerce, Department of Defense, and the Fedeial Aviation

Administration. Jeppesen charts are manufactured "in house" and comply with internally

generated specifications.

10

Page 11: Design and Evaluation of Advanced Electronic Cockpit

Both of these formats are typically printed on 8.5 x 5 in.paper and include plan and

profile depictions of the approach, as well as information concerning communications,

minimums, and terrain. While there are variations in detail, both Jeppesen and NOAA

IAPs are constructed using the same basic structural format that is depicted in Figures 2.1

and 2.2, respectively. The format is discussed below.

Area A: Communication and Airport Identification Information

The top section of the IAP is used to identify the approach procedure.

Communication information is depicted in the upper left comer of Area A on the Jeppesen

IAP, while this same information is presented in Area B (plan view depiction) on the

NOAA chart. Communication information is depicted in such a manner so as not to

interfere with significant items of the approach procedure. Terminal area communication

information is depicted by name; i.e., "New York Approach". The Minimum Safe Altitude

(MSA) circle is depicted on the Jeppesen LAP, while this same information is presented in

Area B (plan view depiction) on the NOAA chart.

* Area B: Plan view Depiction of the Terminal Area

The plan view depiction is a north-up overhead view of the terminal area that

depicts the instrument approach procedure. Supplemental information such as enroute

facilities, feeder facilities, approach facilities, missed approach, terminal routings, and

communications are also depicted. Enroute and feeder facilities are used for depicting

terminal routes from Radio Aides to Navigation (NAVAIDS), fixes and intersections to the

initial approach facility or fix. Ground information such as terrain hazards to aviation also

appear in the plan view.

* Area C: Profile Depiction of the Terminal Area

The profile view is a "side" view of the aircraft flight path that portrays vertical

guidance and navigation information. The facilities and intersections identified in the

procedure to be used in the final approach segment with minimum altitudes as required by

the procedure are depicted. Both mean sea level (MSL) and above ground level (AGL)

altitudes are depicted above and below the course line, respectively. Missed approach

instructions are depicted in both graphic and narrative form.

11

Page 12: Design and Evaluation of Advanced Electronic Cockpit

JEPPESEN MAY 2.6 1 -3 ) ATISArrvl 128.72 N 1 17.7 sw 1 15.4

Nw Yoe Approahd, 1R 127.4

KEI*DO To-w 119. 1

Gromd 121.9

A 624'Teterboro

0- S0 d

A51 0 '

NEW YORK, NYKENNEDY INTL

ILS wy 13LLOC 111.5 ITLK

Apt. Elev 13'I 549'

LA GUARDIA

l, .113.1 LGA

I475'

509'/A

1522'509'

4117,

M

617'

12' a.

TELEX -07.7 ILK IL.

D6.d40nc ro4

DME distance fromto 1522' building N112.3 NM & 1742' buWNW oft apt., 12.5

A"- 693'693'

101' hangr aben rwy threshold850' left of rwy centerliwn.Vehicle overa ss 670' riht on rwycenteline ISO' from displaced thresholdextending 450' parallel to rwy.

7 o 7Os

48 0 '

DEER PARK117.7 DPK.... -

MISSEDAPCH FIX

7340

Radar required. TELEX07.7 TLK ULS PONEY LK I

GS 2000'( 1987') 06. InK ILS2000' GS1476' 1463') MM I, 1987' i3 GS 212/199)' I

1500 = TCH at displaced('_ threshold 54'.5187)' 1

1.6 5.9 .5 .sl rOZE 13'APT. 13'

mm APOACH: Climb to 500' then climbing LEFT turn to 4000' outboundvia JFK VOR R-078 to DPK VOR and hold.

STRAIGHT-IN LANOING RWY 13 CIRCLE-TO-LANDILS LOC (GS out)

oA,m, 213'(oo00' oAI,, 263'250o': mOA,, 600',se7'!FU.LU TZ or CL 0ut ALS or M out I ALS ou Kts MDA,M'

v 24or/2 tvt 50orl 1 600'. 587 -1

l I I I m~sv40 or¾ tv60ore1l/ 1¾y 1"5 620'.o 607 -2_AC or 01, .

and = ,-is 70 90 1 00 _ 4 120 1 40I I6O

AP at OD 7t ZTlK oI I IYtoMA 4.43:462:38212 1531 1:39c~ ~ ~ o_ _2 o.¥ oY .vt0 I I ,o60'5?-lb

CHANGES: Plav,.w notes. Telex Int formetlon. rCn. JEPPESN SANOIESON INC.. 19". 1990. ALL RIGnTS IESERVED.

AREA A

CommunicationsAirport I.D.

Procedure I.D.

AREA B

Plan viewDepiction

AREA C

ProfileDepiction

AREA D

Minima DataPerformance Data

Figure 2.1 Representative Jeppesen Instrument Approach Plate.

Reproduced with permission of Jeppesen Sanderson, Inc.

12

z

O:

0-

11,

A

0re14

�-� �----

III I I I r

I

L I I I

o

La

Page 13: Design and Evaluation of Advanced Electronic Cockpit

Amdt 13 88154

ILS RWY 13LNEW YORK APP CON127.4 269.0KENNEDY TOWER11i9.1 258.3GND CON121.9 348.6o1-e -al /

NEW YORK/JOHN F.AL.610 (FAA)

KENNEDY INTL (JFK)NEW YORK. NEW YORK

/-

135.05AnS(NE) 117.7 /(SW) 115.4

/

I

NOTE: 101'runway thisrunway cent \

RADAR REQUIREb D - _. .. .-- --.TELUEX INT PONEY OM

7.7 DM I-TLKC 6.1 DME

GS 3.00-TC 53

MISSE6 APPIOA0I2000 Climb to 500 the climbin lft

uIm to 4000. via JFK R-078 toDPK VORTAC and hold.

2000 1-...... 1.7 DME

2000 1 r g_ m1500 -1 3 4-

___ ,- -° - J., - 0 F1

CATEGORY A I I C 3 D

.LS 13L 213/18 200(2 oo) 213/20_213/~~~~1 00 (o0)

S.LOC 13L 580/24 67 (600.) 580/1 580/6056 (600.1 567 (601) 67 (600-2)

CIRQNG 6580-1 567 (600-1)2567 (600.11) 607 (700.2)

40'38'N - 73'46'W

/ 270@

_o JELEV 13 Rw 13L Idg 9010'

Rwy 13R Idg 11966'Rwy 22R Idg 8342'

133' 4.4 NM Rwv 31L kId 11248'from FAF. Rwy 31R ldg 8976'

68 13101

TDZ/CL Rwy . ~ 15813L and 22L

and 14 AMIRL wy 14- 32HIRL Rwy 4 L-22R.4R122Lt. 13 31L. and 13L 311

FAF t MAI

*.4 NMKina 60 90 1 12150 180in.Secj4:24 12:6 212 11:461 :28

NEW YORK, NEW ',0 RKNEW YORK/JOHN F. KENNEDY INTL(jFK)

Representative NOAA Instrument Approach Plate.

13

ILS RWY 13L

Figure 2.2

-___

"-.-. I

,m

__-aoUI IIOS---

V

Page 14: Design and Evaluation of Advanced Electronic Cockpit

* Area D: Minima Data

The bottom of the IAP depicts landing minima data for the airport. This data

consists of the Minimum Descent Altitude (MDA) or Decision Height (DH), Runway

Visual Range (RVR) or visibility, and Height Above Airport (HAA) or Height Above

Touchdown (HAT). Ceiling-visibility minimums are depicted in statute miles for various

approach types and aircraft approach speed categories. Aircraft "performance" information

such as ground speed, approach procedure timing, and aircraft descent rates are also

depicted. An airport diagram is included on the NOAA IAP, while Jeppesen presents an

enlarged version of this same information on a separate page.

2.4 Discussion

The variability in IAP formats reflect the different design balances chosen by each

cartographic agency. These differences result from individual philosophies regarding

several design tradeoffs such as chart size versus legibility, information content versus

chart clutter, cost considerations, and liability.

Regardless of design philosophy, both charting agencies encourage and solicit user

feedback in order to identify specific chart errors, and to recommend changes for chart

improvement. Data from accident and incident investigations used in conjunction with user

comments constitute the primary source of feedback. Substantial format changes are

generally implemented based on the best cartographic judgement of the senior management

at Jeppesen, or the Inter-Agency Cartographic Committee of the U.S.Government.

2.5 Electronically Based Instrument Approach Plates

Electronic Library Systems (ELS) are currently being developed for use in

commercial transport aircraft to initially supplement, and ultimately to help replace paper

manuals, including IAPs. Although there is some concern about the impact of major

format changes for paper IAPs, the flexibility and capabilities of electronically based

information systems provide an opportunity to reevaluate and, if necessary, change

conventional IAP design parameters. Currently, some approach information; i.e., aircraft

trajectory and flight path, is available electronically on Electronic Flight Information

Systems.

14

Page 15: Design and Evaluation of Advanced Electronic Cockpit

However, full depiction of all IAP information on these display systems is

unavailable. In the near future, electronically stored data could be used to generate EIAPs

[Mincer, 1988] that will interact with aircraft flight control, navigation and communications

systems. Potential advantages offered by EIAPs include information update, format

flexibility, and enhanced display capability. Potential problems include display clutter, and

short term cost, and workload considerations.

2.5.1 Information Update

The currency of information contained on conventional paper IAPs is limited by the

preparation and update cycle of the charting agency. NOAA charts are completely updated

and redistributed on a 58-day cycle, with a Change Notice (CN) issued midway through

the cycle. Jeppesen APs are revised on a 14-day cycle which allows changes to be

implemented much more rapidly. However, these changes are individually reissued.

Therefore, a substantial amount of manual labor is required in order to update the IAP set.

This revision process provides a large opportunity for collation error, and is extremely

expensive to implement.

EIAPs that are generated by electronically stored data could be easily uploaded to

the aircraft as a unit. This uploading process would provide for enhanced control and

ensure that current chart data is maintained. Also, manual labor costs associated with the

revision process would be alleviated, and the opportunity for input error would be

minimized. In the long term, costs will be reduced as paper APs are eventually replaced.

2.5.2 Format Flexibility and Enhanced Display Capability

One of the advantages of electronically based IAPs is the potential format flexibility.

Electronically generated lAPs could be used to selectively display or suppress information

at the discretion of the pilot to provide for a "clean", less cluttered presentation. Such

EIAPs would require some mechanism to provide for an information selection and

decluttering capability.

Another advantage of electronically based APs is an enhanced display capability

that could include the depiction of IAP information in color. Type fonts and symbol sizes

could be varied while providing for a chart scaling capability. More descriptive terrain

alerting methods such as smoothed color contour lines that provide pilots with an intuitive

15

Page 16: Design and Evaluation of Advanced Electronic Cockpit

representation of potentially hazardous terrain could be added. Graphical Ground

Proximity Warning Systems (GGPWS) [Kuchar, 1991] that use colors or patterns in order

to indicate various terrain hazard levels could also be added. These features could provide

a direct interface between the chart and the Flight Management Computer (FMC) which

would reduce operator error.

2.5.3 Potential Problems

Due to resolution limitations that exist in current cockpit rated display systems,

type fonts and symbol sizes must be increased in order to maintain legibility and readability

of the display. Consequently, clutter problems that exist on current paper IAP formats will

be exacerbated when IAP information is presented in electronic format.

One solution is to selectively declutter the chart. However, in order te accomplish

this, the information presented on the display needs to be separated into individual elements

or, layered. This layering process requires an object oriented database in which symbols

and text are treated as individual items. The implementation of a detailed, object oriented

database for EIAPs requires a substantial short term financial commitment on the part of the

cartographic agency. Another factor which needs to be addressed for information selection

is the impact on flight crew workload.

16

Page 17: Design and Evaluation of Advanced Electronic Cockpit

3. Survey of IAP Information Requirements

3.1 Objectives

Electronic Library Systems and the possibility of electronically based IAPs provide

an opportunity to reconsider conventional IAP design parameters. Since increased text and

font sizes are required to attain requisite display legibility, the EIAP format could be used to

adjust the information displayed during certain phases of an instrument approach to

minimize clutter problems.

The primary goal of the survey was to evaluate IAP information requirements

during the execution of an instrument approach. The importance of specific information

elements was recorded as a function of phase of flight. In addition, the information content

of current IAP formats was reviewed, and pilot opinion data concerning EIAPs, as well as

information selection and decluttering were collected.

3.2 Survey Approach and Design

Initially, a user centered survey of IAP information requirements (Appendix A)

was distributed to a group of pilots who were selected to represent the full spectrum of IAP

users from major domestic air carriers to general aviation. However, 88% of those who

responded were current air carrier pilots. Survey respondents were all male and averaged

39 years in age with approximately 5000 total flight hours. Approximately 20% of the

pilots were experienced in "glass-cockpit' aircraft.

The survey contained four parts. Section I ("Background") collected personal

information and flight experience data. Pilots were also asked to indicate any familiarity

they had with computer systems, and/or any experience with Flight Management Computer

(FMC) equipped aircraft.

Section II ("General AP Usage") was designed to evaluate the information content

of current lAP formats. Data concerning IAP experience, and preferences for chart formats

were accumulated. Pilots were also asked to indicate on a scale from 1 (No contribution to

clutter) to 5 (Significant ontribution to clutter) how much specific IAP information

contributed to chart clutter. Pilot opinion data concerning the amount of time spent locating

17

Page 18: Design and Evaluation of Advanced Electronic Cockpit

and interpreting information while in the terminal area was also collected. Finally, pilots

were asked to cite any operational errors that were directly related to current IAP formats.

Section III ("Approach Plate Information Analysis") was the primary focus of the

survey. Here, pilots indicated their preferences for IAP information as a function of phase

of flight in order to analyze the dynamics involved with information selection. For

example, at a specific point, pilots might consider certain information to be "critical" to

have access to, while at another point this same information might be considered to be

"marginally useful".

"Pre-approach", "approach", and "missed approach" phases of flight were

subjectively constructed in accordance with the guidelines as outlined in the United States

Standard for Terminal Instrument Procedures (TERPS) manual. The Jeppesen IAP format

was selected for this procedure because it is used by more than 90% of U.S. commercial

airlines [Hansman and Mykityshyn, 1990]. Since the critical information elements are

essentially the same for both NOAA and Jeppesen LAPs, the same results should be

applicable to both.

Pilots were presented with the sample IAP depicted in Figure 2.1 for each phase of

flight and asked to separately identify the approach information they felt was "critical" (and

"extraneous") for that phase. Pilots indicated their preferences for IAP information by

highlighting in yellow the information they felt was "critical" to have access to.

Information that was considered to be "extraneous" and that would be suppressed, if

possible, was highlighted in pink. Information which pilots felt was neither "critical" nor

"extraneous" was not highlighted. A typical IAP resulting from this procedure for the

approach phase is depicted in Figure 3.1.

The final section of the survey, "Electronic Approach Charts", was incorporated in

order to collected pilot opinion data concerning electronically based LAPs and the concept of

information selection and decluttering. Pilots also commented on issues concerning LAP

"customization". Results from the analysis are presented and discussed in Chapter 6.

3.3 Survey Results

The survey attained a response rate of 9.7% ( 29 respondents). This low rate was

thought to be attributed to the extensive nature of the survey, which took approximately 1.5

18

Page 19: Design and Evaluation of Advanced Electronic Cockpit

ATISAe.,al 128.721 N 117.7 swI 115.4

NEW 0,o1 Aorch i 127.4

KINNI o( o, 119.1

Gond 121.9 I

O rtboroI

A 624'

oc I111.5 ITLK.. _i ... . ..

549'

475'A

617'

TELEX07.7 ITLK ILS

PONEY06. I rllK ILS

DME distance from ITLK DMEto 1522' building NW of apt.,12.3 NM & 1742' buildingWNW of apt.. 12.5 NM.

- A-- 693'i 693'

I01' hangir abeam rwy threshold850' left of rwy centerline.Vehicle overpass 670' right an rwycenterIine IS0' from displaced threshldextending 450' parallel to rwy.

APT. 1 3'"s"O APOACH: Climb to 500' then climbing LEFT turn to 4000' outbound

via\FK VOR R-078 to DPK VOR and hold.r-IN LANDING RIWY 3

IUSI oDAi 263', 250'

m 24 ./2

LOC cGS out).OA,,, 600', 57'

I ALS ou

am24o, 2

ve 50 OI

,600, /4J

| 5 or 1

1 Y2! I-I1 Y

90_170(

600'. 17 ' I 1/2

16sJ 620'.6o7'1-2

140

Figure 3.1 Representative Information Element Selection Process,Approach Phase. ("Yellow="Critical"; Pink="Extraneous")

19

Pink

Yellc

1

509'

vJ

z

Pink

YeUll

Yello

Pink

! -

- i @ I

I

IL

I

Page 20: Design and Evaluation of Advanced Electronic Cockpit

hours to complete. The respondents were self-selected, and may have had opinions

regarding instrument approach information that differed from the general user group.

Therefore, the data analyzed below may not be fully representative of the pilot community.

3.3.1 General IAP Usage

Pilots indicated how certain lAP information contributed to chart clutter and zhe

amount of time spent locating and interpreting information while in the terminal area. In

addition, pilots were asked to cite operational errors (if any) that could be directly attributed

to current IAP formats. Results are depicted below in Figure 3.2.

4

3

2-

c a a= c E & 0I -a e5 -C 1c0I.]a

C=-sS.1 >2"3

4-

a

·5bor n. O

ba 0 =

Figure 3.2 IAP Information Contributing to Chart Clutter.

[1= No Chart Clutter; 5= Significant Clutter]

As can be seen in Figure 3.2, pilots indicated that terrain information contributed

the most to chart clutter.

"...For my purposes, remove terrain information from the IAP entirely.Give me a single, close-in area chart showing terrain and significantgeographic features within 20 nautical miles of the airport. Use color, and make itlook like a sectional chart ... I can look that over while in cruise. I don't needor want that information on the IAP..."

20

-.I-- - --

C

·C -Q

E-UL

I

1- -

! r -

-l. --4- -

Page 21: Design and Evaluation of Advanced Electronic Cockpit

Some pilots offered differing opinions that included increasing the amount of terrain

information that is depicted on the AP. However, 84.3% of the responding pilots

indicated that they would like to see the amount of terrain information contained on an IAP

reduced.

"...Too much undesirable information is contained on the plate in the form oftransition altitudes, spot-elevations, and other terrain information thatshould be excluded...Just give me the MSA and I have all the obstacleclearance information I need..."

Of those pilots that responded, 93. 1% felt that it is possible to make operational

errors in the cockpit that are due to charting considerations. The most frequently cited

critical operational error related to IAP design was confusion between the primary and

secondary NAVAID frequency; 47% of the responding pilots reported making this error.

However, 59% indicated that a new paper IAP format is neither warranted nor desired.

Most of those responding indicated that IAPs were difficult to read in low lighting

conditions, and in turbulent weather. Users indicated that the charts could be made more

readable by "getting rid" of some information and increasing the size of the print.

"...This question must consider phase of flight. Lots ofinformation and a "busy" chart may be o.k. in the pre-approachphase (after receiving the ATISlbut still in cruise or earlydescent), but the chart clutter becomes a major handicap as theapproach progresses. You must also consider ambient lighting andflight conditions. When you are sitting at a desk in good light withall the time you need, the chart looks fine to you. If I'm looking at achart at night in poor lighting conditions andflying in lightturbulence and I'm in a hurry, I can'tfind the information Ineed..."

Some of the information contained on the AP appears to be situation dependent. A

large portion of those surveyed felt that it is possible to make errors in the cockpit that are

due to charting considerations. Therefore, it may be necessary to provide pilots with'some

mechanism to control the amount of information contained on EIAPs.

1 ATIS (Automatic Terminal Information Service) information provides approach and landing informationthat is generally acquired prior to terminal area entry.

21

Page 22: Design and Evaluation of Advanced Electronic Cockpit

3.3.2 AP Information Analysis

3.3.2.1 "Information Element" Defined

In order to tabulate pilot preferences concerning instrument approach information, it

was first necessary to define an "information element". This was the primary unit of

measure used by pilots throughout this procedure to indicate their preferences for

information during the execution of an instrument approach.

As it pertains to an IAP, an information element can be defined as a quantity of

information that cannot be subdivided and still have utility in the completion of the task at

hand. Taken in this context, an example of an information element is a localizer frequency

for an instrument landing system (ILS) approach. Procedurally, for the pilot to correctly

execute the ILS approach, both the numerical frequency itself and its identity as the local-

izer frequency as well must be specified for the element to be useful.

Though the frequency itself consists of several digits and a decimal point which

would require a certain number of bits to code in an engineering system, the whole

frequency has no useful meaning to the pilot except as a complete element. Note here that

the specific coding method used to present an information element may be mixed within the

element. For example, the localizer numerical frequency itself may be presented with

alphanumeric text, but its identification as the localizer frequency may be indicated by its

location on the approach chart, the type font used for the frequency, or with a symbol.

Because an information element is defined by utility, (which depends upon the task being

performed) it is difficult to develop strict criterion that can be used to identify information

elements across widely different tasks. However, by recognizing each information element

as being well-defined for a given task, the analysis was predicated on this information

element definition as an initial assumption.

3.322 Identification of"Critical" and "Extraneous" IAP Information Elements

In order to analyze the dynamics involved with information selection as a function

of phase of flight, the most critical information elements were identified [Mykityshyn and

Hansman, 1990] from a procedure that scored all information elements contained on the

IAP with a "Net Interest Ranking".

22

Page 23: Design and Evaluation of Advanced Electronic Cockpit

Pilots indicated their preferences for "critical" and "extraneous" IAP information

for each phase of flight using the following procedure. On a typical IAP, each subject

indicated which information elements were "critical" by highlighting them in yellow.

Information that was considered to be "extraneous" and would be suppressed, if possible,

was highlighted in pink. Information elements that were neither "critical" nor "extraneous"

were not highlighted.

The total number of "critical" minus "extraneous" scores for each information

element were tabulated and normalized by the total number of respondents. This

calculation generated a "Net Interest Ranking" that was used as a criteria to rank all

information elements for each phase of flight. An example of this procedure for the pre-

approach phase is depicted in Figure 3.3.

Pilot preferences for specific information elements increase with rank. A higher

rank indicates a higher preference, while a lower ranking indicates a lower preference. The

procedure described above was used to identify those information elements for each phase

of flight that were the most preferred and the least preferred. Data for all phases has been

provided in "An Exploratory Survey of Information Requirements For Instrument

Approach Charts" [Mykityshyn and Hansman, 1990].

As can be seen from the example, those information elements that attained a "Net

Interest Ranking" greater than 0.4 were clearly identified as the most preferred. Below

0.4, the number of elements above any critical "Net Interest Ranking" threshold is very

sensitive to the value of the "Net Interest Ranking" chosen by individual users. Those

information elements that attained a "Net Interest Ranking" of zero or below were clearly

identified as unnecessary, and would be suppressed if possible2.

The width of the plateau between the most preferred and the unnecessary

information elements illustrates the large dispersion of opinion concerning the amount of

information required in order to execute an instrument approach. It also indicates the

difficulty in reducing chart clutter.

It seemed unlikely that IAP information requirements could be resolved in a such a

manner that would satisfy all user group preferences. The width of the plateau also

2 A "Net Interest Ranidng" value of "zero" means that an equal number of respondents indicated yes and noto the information element.

23

Page 24: Design and Evaluation of Advanced Electronic Cockpit

Pre-Approach Phase

AppWmacbLS DME Box

I.S CourseMininums (Category)

RVR (Category)irport

CityMissed Approach Inrucuotins

Kennedy VORATIS Amval Frequency

Airport ElevauionMSA Altitude Depicuon

Glide Slope Intenc AltitudeL& Guardia VOR Fruquency

Localizer FrequencyATIS Arrival Frequency (SW)ATIS Amvl Frequency (NE)

Timing (Category)Ground Speed (Catgory)

Tower FrequencyGlide Slope (Category)

RVR (All Other Categones)

Final Approach CouseMissed Approach Heading

L.-~ !w~MSA Identifier.. ~ Glide Slope (^U Other CalegonE Ground Specd (All Other Cateor

FAF Intercept Altitude (MSL)Z Glide Intercept Altitude (MSL)

FAFDMEFAF Name

.-. IAF .sneApproach FrequencyAppmach Pla D m

Timing (All Other Cauornes)Nlnunums (All Other Categores)

Glide Intercept Altitude (AGL)

Glide Slope Intercept AltitudeEQ~~~ ILS DME

I- .%sed Approach Fixrt'l;~~ ~ Airfield Diarm°. Ground Frequency

· : 'Circle to Land (Catgory)Airport Elevation

Glide Slope Intercept AltitudeMiddle Marker.A Guadi VOR

D.MEDME

Final Approach Fix (AGL)Glide Slope Intercept Altitude

AF Name'Radar Reqauired'

FAFDMEFAF Nane

Cross Radial HeadingApproach Plate age

ChangesCircle to Land (All Other Categ

.liddle Marn DMEDashed CouMe

Glide Intercept Altitude (MSL)Middle Markte

Glide Intercept Altitude (AGLScalin8

Final Approach Course Obucles.;ote

Numencal ScalingTe.rboro Airporl

ObstaclesNotes

-0.5 -0.4 -0.3 -0.2 -0.1 0.0 0.1 0.2 0.3 0.4 0.5

"Net Interest Ranking"

Figure 3.3 Example of the Information Element Ranking Procedure.

0.6 0.7 0.8

24

Page 25: Design and Evaluation of Advanced Electronic Cockpit

suggests that the depiction of specific information elements may depend on user

preferences and the situation. Therefore, it seemed logical for pilots to individually control

the total amount of specific information elements presented on the chart.

Both the total amount of information, and the flow of specific information elements

were tracked throughout each phase in order to investigate the hypothesis that information

requirements change as a function of phase of flight. An illustration of this procedure is

depicted on the following page in Figure 3.4. Data for all phases has been provided in "An

Exploratory Survey of Information Requirements For Instrument Approach Charts"

[Mykityshyn and Hansman, 1990].

It can be seen from Figure 3.4 that the amount and content of the preferred

information changed with each phase. Respondents preferred to see a total of 20

information elements for the pre-approach phase of flight, 27 for the approach phase of

flight, and 25 for the missed approach phase of flight.

Preferences for specific information elements also changed with each phase. For

example, only 9 of the 20 preferred information elements from the pre-approach phase

were included among the 27 information elements for the approach phase. Differences in

information requirements indicate a clear separation between the approach and missed

approach phases. Pilots preferred a total of 52 information elements from the approach and

missed approach phases of flight; however, only 11 information elements (21.2%) were

common to both.

Results from this procedure indicate that information requirements clearly change as

a function of phase of flight. However, the dispersion of opinion regarding the amount of

information required to execute the approach suggests that depiction of specific information

elements may depend on the situation and user preferences. Therefore, it seemed logical to

provide pilots with some mechanism to individually control the information contained on

EIAPs.

25

Page 26: Design and Evaluation of Advanced Electronic Cockpit

26

AriC6Ln.

l

Im

S*-

C

co

4am

Al

C.C.IL

om

CrCa;o

L.

-

wab.C.

6

ai.4c1.

Page 27: Design and Evaluation of Advanced Electronic Cockpit

4. Electronically Based Instrument Approach Plates

Results from the survey described in Chapter 3 indicated that pilots felt that current

LAP designs are too cluttered which detracts from their ability to extract the pertinent

information. They also felt (Figure 3.2) that terrain information was a major contributor to

chart clutter (84.3% thought that it should be reduced). Although 72.4% of pilots

surveyed supported electronically generated IAPs, the increased font and symbol sizes that

are necessary to prevent aliasing will exacerbate existing clutter problems. In this Chapter,

the design of various experimental and prototypical charts is discussed. A prototype IAP

information selection and decluttering technique is also presented.

4.1 Information Selection and Decluttering

A prototype information selection and decluttering feature was designed in order to

provide a mechanism to control the amount of information contained on the display. Baker

[1960] showed that as the the amount of "irrelevant" information on a display increases, the

time required to "search" for and locate desired information increases proportionately. As

such, the amount of clutter present on current IAP formats directly affects the time it takes

to locate desired information.

Due to resolution limitations of current cockpit rated electronic displays, it is

necessary to provide a display decluttering capability. One approach that is currently in use

on many Electronic Flight Information System (EFIS) displays is grouping the information

into various layers. This information may either be shown alone, or in combination with

other information layers. For example, on the nominal 757/767 EHSI, pilots can either

maintain or suppress information from one of four layers: NAVAIDS, airports,

intersections, and weather radar information.

Electronically based IAPs will be used to display complex Terminal Arrival and

Missed Approach procedures that often require a high density of information in order to be

accurately depicted. Therefore, due to the increased detail and complexity of this

information and existing display resolution limitations, the development of an expanded

multi-layer decluttering technique was required.

In a prototypical EIAP decluttering design, six information categories were

constructed based on an analysis of AP information elements [Mykityshyn and Hansman,

27

Page 28: Design and Evaluation of Advanced Electronic Cockpit

1990], liaison with Jeppesen Sanderson, and in accordance with the TERPS manual. In a

manner similar to the current 757/767 EHSI, each of the six categories was linked to an

individual switch. The specific information contained on each is depicted in Figure 4.1.

The expanded multi-layer decluttering technique was necessary to accommodate

LAP information that is not available on current EFIS displays. The selectable information

available on current EFIS displays is primarily concerned with navigation related

information; however, it seemed logical to group approach information in an IAP specific

manner. Therefore, each of the six switches contain information elements that specifically

pertain to executing the approach.

1. Primary Approach Information

* ILS Arrow* ILS/DME "Box"* Altitudes (MSL & AGL)* Vertical Distance Lines (Profile)* Fix/Marker Beacon Graphical and Textural Identification

2. Secondary NA VAlDS

* All Other NAVAIDS* DME Distances (Planform & Profile)* Intersections* Procedural Notes

3. Terrain Information

* Obstacles· Airports* Spot Elevations* MSA Circle* Water* Notes That Specifically Pertain to Terrain

4. Minimums

* Category Specific Procedure Information* Category Specific "Performance" Data: i.e., Ground Speed, Timing, G.S.* Localizer Only Course, Profile View (Dashed Line)

5. Missed Approach

* Graphics^ Text* Missed Approach Fix and Cross-Radials Used for Identification· Holding Fix/NAVAIDS and Cross-Radials Used for Identification

6. Procedure Turn

· Procedure Turn (Graphics & Text)· Holding Pattern Procedure Turn (Graphics & Text)

Figure 4.1 Prototype Information Layering Scheme.

28

Page 29: Design and Evaluation of Advanced Electronic Cockpit

A part-task flight simulation experiment was designed in order to test the prototype

decluttering method and the prototype EIAPs. The experimental design and procedure is

described in Chapter 5.

4.2 Design Overview

In order to investigate the transition from paper to various electronic IAP formats,

three experimental IAP charts were designed. They were Paper, Monochrome, and Color.

In order to evaluate potential EIAP designs, and to investigate information selection and

decluttering methods, three EIAP prototype charts were designed. They were North-Up

(Static), Track-Up (Moving Map), and EFIS Integrated.

The three experimental charts and three EIAP prototype charts were generated using

the following design methodology. Starting with the conventional paper IAP and the

current conventional EFIS, the designs were constructed in increasing technical levels

toward more advanced electronically based IAPs. Each electronically based IAP was

derived from the current paper LAP format and current EFIS, and was designed to utilize

the format flexibility provided by electronic systems. The prototype information selection

and decluttering capability described above was also investigated. A brief description of

each experimental chart is provided below.

4.2.1 Experimental Charts

1) Paper This experimental chart is depicted in Figure 4.2 and was modelled after

the Jeppesen AP format with two modifications so as to have the same dimensions as the

experimental electronic charts discussed below. Font sizes were larger, and the physical

size of the chart was elongated vertically by approximately 10%. The paper chart was used

as a control from which pilots could base their reactions to increasingly non-conventional

charts.

2) Monochrome Electronic: This chart was designed to electronically replicate the

Paper chart described above with alphanumerics presented in black against a white

background. This chart was designed to match the Paper chart in order to investigate the

transition to electronic format; however, this was not considered viable for operational use.

A more practical operational design would be to present alphanumerics in white against a

black background.

29

Page 30: Design and Evaluation of Advanced Electronic Cockpit

Ans 124.95 PLAINFIELD, MICHPLAINFIELD ApOach (R) 125.25 LAWRENCE INTL

LAWRENCE Tower (Et)>1 18.8 (st)134.6 ILS Rwy 20L7800' . LOC 111.3 ILRC

GroJnd (East) 120.75<(wst) 122.3 t0t EA25...............-________ _ ...-. .)'M VOi9 A$ E~V -- 25'

,1376'

26 5500ooo4.7

, FR/77""*t ..... ,O . Otl2.0RC //.''

176 / .\11257

O" .. 16 /Cr

l 3000 whendirected by ATC

DME or Radar required. PA/.ULA CHET'04 9 1lC I/S 06.7.ItRC I$

GS2165'(1540') GS 2730'(2106')

PR/77' AIMEEt2.01 /-RC t$ Dt.9.01R I

GS 4400'(3773') GS 6600'(5974')

ATC.; ATC.TCH 65'

TDZE 625

APT. 625' 0 05

MISSED APPROACH: Climb to 1100' then climbing LEFT turn to .;000' di.tec1 toDO LOM and hold.

STRAIGHT-IN LANDING RV Z0L C IRC LE-T-LA-,fJCIL3 LOC (GS out)

DH 825'M'0' o / 875''2s') zA4 1093';- .-!'FULL ALS out MM out RAIL out .AL out A

R\v 24 RvR 40 RVR 24 RVR40 RVR 60 1086' .11or 12 or314 or IQ or 314 or 1114 (461')

;nd e-ts 70 7 90 0 tt0 14 6 oG$6 3.000 377 485 538 646 754 861 SIMULTANEOUS APPROACH

PAULA to MAP 4 9 448 344 3:22 2.48 2:24 206 AUTHORIZED WITH RWY 21R.

Figure 4.2 Example of Experimental Paper Chart.

30

- NM

..- , Lowry

(9

-0

III II

A. Cqcu

16600'!(5775'f207.5.

I

Page 31: Design and Evaluation of Advanced Electronic Cockpit

3) Color Electronic: In this mode, (Figure 4.4) IAP information was presented in

color against a black background. The color scheme that was selected for this mode was

consistent with the primary navigation display contained on current Electronic Flight

Information System (EFIS) equipped aircraft. However, two additions were made;

obstruction information was depicted in yellow, while missed approach information was

depicted in red. The color scheme used for this mode is depicted below in Figure 4.3.

Figure 4.3 Color Scheme For Electronically Based IAPs.

4.2.2 EIAP Prototype Charts

The North-Up (Static), Track-Up (Moving Map), and EFIS Integrated charts

described below have been referred to as "EIAP Prototype Charts" since they more closely

resemble potential EIAP designs. The color scheme incorporated into each was the same as

the color mode described in Figure 4.3 above. They also featured a prototype information

selection and decluttering capability described in section 4.1. A brief description of each is

provided below. They are depicted in Figures 4.4, 4.5, and 4.6, respectively.

4) North-Up (Static): This EIAP prototype chart is depicted in Figure 4.4 and is

based on the Color chart described above. However, the information selection and

decluttering capability described in section 4.1.2 was added to the display, along with a

moving aircraft symbol. This symbol was displayed on both the plan view and profile

depictions in order to provide real-time aircraft position and navigation information.

5) Track-Up (Moving Map): This EIAP chart is depicted in Figure 4.5 and is a

prototype moving map with the same color convention and decluttering capability as the

North-Up prototype chart. The plan view depiction could be configured as either a moving

31

Information Color

Terrain Yellow

Missed Approach Red

Course Magenta

NAVAIDS Blue

Text White

Track Green

Page 32: Design and Evaluation of Advanced Electronic Cockpit

map or a conventional north-up depiction. When configured as a moving map, the plan

view replicated the current EHSI. Pilots could scale it from 2.5 miles (full scale) to 80

miles. When selected as a conventional north-up depiction, the plan view did not contain

the moving aircraft symbol that was depicted in North-Up prototype chart described above.

6) EIS Interated: This EFIS Integrated chart is shown in Figure 4.6. This was

the final design iteration and represented the most non-conventional EIAP design. The

current paper IAP was directly merged with the EHSI primary navigation display since

pilots are familiar with both. Information that is normally presented on the current IAP

plan view was integrated with the EHSI, while a profile depiction was presented

electronically below the EHSI. A switch contained on the EIAP control box enabled pilots

to convert the normal EHSI moving map presentation to a static, north-up mode for

approach planning; consequently, while operating in this mode, pilots had no access to

real-time aircraft navigation information. Communication frequencies and procedure

minima data were presented in a separate window that was dedicated to textural

information. The MSA circle was also overlaid on the EHSI. It should be noted that this

display was developed by simply adding the information contained on the paper IAP plan

view to the EFIS. Therefore, this may not represent an optimized display design.

32

Page 33: Design and Evaluation of Advanced Electronic Cockpit

I

Figure 4.4 Example of Experimental Color Chart.

33

Page 34: Design and Evaluation of Advanced Electronic Cockpit

N I . I

Figure 4.5 Example of Track-Up (Moving Map) EIAP Prototype Chart.

34

I

Page 35: Design and Evaluation of Advanced Electronic Cockpit

Figure 4.6 Example of EFIS Integrated EIAP Prototype Chart.

35

Page 36: Design and Evaluation of Advanced Electronic Cockpit

5. Part-Task Flight Simulation Experimental Study

5.1 Experimental Goals

To date, no studies have been conducted to investigate the effects on pilot

performance when instrument approach infonration is presented to the pilot in various

electronic (vs. paper) formats. Therefore, a part-task simulation experiment was developed

to investigate the systems and human engineering issues that are induced by the capabilities

and limitations of electronic systems. The experiment was constructed with the following

objectives.

1) Investigate the impact of experimental IAP charts on information retrieval performance

and pilot preference. Specifically, Paper versus Electronic, and Monochrome

versus Color were compared.

2) Investigate the feasibility and desirability of a prototypical IAP information selection and

decluttering technique.

3) Investigate the feasibility and desirability of potential EIAP prototype charts.

Specifically, North-Up (Static) versus Track-Up (Moving-Map), and EFIS

Integrated versus Separate EIAP displays were evaluated.

5.2 Experimental Design Overview

The experiment consisted of two distinct Phases. Phase I was designed to study

the impact of Paper, Monochrome Electronic, and Color Electronic LAP charts on pilot

preference and performance in IAP related information retrieval tasks. As such, this phase

was carefully counterbalanced. Pilots who are currently qualified line pilots flying

autoflight equipped aircraft (B-757/767, etc) flew several approaches using each chart.

Phase II was designed as an exploratory effort in order to evaluate potential EIAP prototype

charts and information selectability issues, and as such, was not counterbalanced.

36

Page 37: Design and Evaluation of Advanced Electronic Cockpit

5.3 Simulation Facility

The part-task flight simulation experiment was conducted using the MIT Advanced

Cockpit part-task simulator shown schematically in Figure 5.1. The simulator replicates

the "autoflight" systems of a typical advanced automated, "glass-cockpit" transport

category aircraft including the Flight Management Computer (FMC), Electronic Horizontal

Situation Indicator (EHSI), and Mode Control Panel (MCP). Additional displays

(including EIAPs) can be added to the simulator through the IRIS 4D computer on which

the primary flight displays are presented.

Pilots generally agreed that the simulation environment was accurate and realistic

for the tasks that they were asked to perform. Since the experiment was concerned with

cognitive issues rather than airmanship skill, the fact that the MIT part-task simulator is not

"full motion" had no deleterious effects on the experiment. Major simulator components

are discussed below.

Flight Management Computer: In a manner similar to 757/767 series aircraft

currently in service, the MIT simulator has a Control Display Unit (CDU) that contains an

alphanumerics keyboard and display that provides for pilot input and control of the FMC.

Although the simulator CDU provides for flight path programming and updates, all routes

flown during the simulation were pre-programmed into the CDU in order to provide the

pilot with more time to evalvate the electronic IAP display formats.

The simulator is "flown" through the autoflight system using either the Flight

Management Computer or Mode Control Panel. The simulator contains a replication of the

757/767 autothrottle and autoflight systems to include an LNAV/VNAV capability, and a

"hold and capture" mode for altitude, vertical speed, airspeed, and heading. Situational

awareness cues are provided to pilots by a small visual external display that has been

incorporated into the simulator.

* lectronic Fiht Information Systems: The Electronic Horizontal Situation

Indicator (EHSI) contains a moving map display where the pilot may select various

presentations, including a track-up MAP mode that contains programmed flight path and

navigational information, or an ILS mode that depicts glideslope and localizer information.

The EHSI panel allows the pilot to scale the map display range, and to switch between

MAP and ILS modes as desired.

37

Page 38: Design and Evaluation of Advanced Electronic Cockpit

g S ! o Cv7U\I ojz ' t own E o .x 0 / 0

II0n

i

aJO

z

iifIi lI

· 0a r~~~~a1 aU1 cn~

aS < i9_"

r.I.atoG&

38

Iz

0nBy

c;

* 1

an

30 20

ofI

I~~~

!10 el

i* o!#-.O · ihogr' s

= k

7_5 _ I I4--,]

I

Page 39: Design and Evaluation of Advanced Electronic Cockpit

*Communications and Provisions for Air Traffic Control: The simulation facility

contains a separate IRIS based ATC/Experimental Station which can present either an ATC

display, or replicate the flight displays for experimental monitoring. During simulation

runs, one experimenter can monitor the particular scenario from the ATC/Experimenters

station and impersonate an Air Traffic Controller communicating through a radio link with

the "flight station".

Simulator Hardware and Software

The MIT simulation facility requires the use of two computers in order to implement

the experimental process. A Silicon Graphics IRIS 4D computer was used for the primary

flight displays and calculation of flight dynamics, and an IBM-XT was used to simulate the

flight management system.

The majority of the IRIS software was written in "C" [Wanke, 1990] to simulate

the aircraft/autopilot dynamics, and implementation of FMC navigation algorithms.

Various chart prototypes that were contained on the IRIS display were produced using data

files generated fiom Map, a rapid prototyping software program developed at MIT

[Kuchar, 1990]. IBM software simulated user interface to the FMC.

5.4 Subject Selection

With the aid of the Air Line Pilots association (ALPA), thirteen currently qualified

line pilots flying autoflight equipped aircraft (Boeing 757/767, etc) volunteered to

participate in the experiment. The volunteers were all male and consisted of six Captains

and seven First Officers who averaged 44 years in age, over 10,300 total flight hours, and

1,850 hours in FMC equipped aircraft.

5.5 Phase I Experimental Design

5.5.1 Introduction to Measurements

The experimental objectives were investigated using explicit, implicit, and

subjective measures. The number of instrument approach scenarios and experimental

charts were used as controlled variables throughout the measurement process. As such,

39

Page 40: Design and Evaluation of Advanced Electronic Cockpit

they were carefully counterbalanced. A brief description of each measurement is provided

below.

Explicit Measurements

Ten "performance questions" were established in order to explicitly measure pilot

performance in IAP related information retrieval tasks. The questions were carefully

designed so as to force the pilot to use each major area of the IAP in order to extract the

requested information. Response time and error rate were used as indicators of the ease

and accuracy with which information could be extracted from each experimental chart. The

procedure that was used to query the pilot is described in more detail in section 5.5.3. The

explicit information retrieval performance questions are depicted below in Figure 5.2.

Figure .2 Explicit Information Retrieval Performance Questions.

Implicit Measurements

Six different scenarios were used in order to implicitly measure pilot performance

and the efficacy of each experimental chart in the following manner. Pilots were either

vectored into terrain or forced to execute a missed approach. In both cases, pilots needed

to extract information from the IAP that would enable them to either avoid the terrain

hazard, or execute the missed approach at the appropriate time.

40

1) Prior to Intercepting the Final Approach Cours

*What is the Glide Slope intercept altitude (AGL) at the OM?*What is the ILS Frequency?*How do you identify the missed approach holding fix?*What is the distance between the OM and the threshold?*What is the inbound course?

2) Prior to the Final Approach Fix

*What is the Minimum Safe Altitude over the airport?oIf the Glide Slope goes out, could we still shoot the approach?

3) Between the OM and the Threshold

.What is the Timing between the FAF and the MAP?*What is the TDZE? (Touchdown Zone Elevation)-What is the highest obstacle in the chart?

Page 41: Design and Evaluation of Advanced Electronic Cockpit

Subjective Measurements

Subjective opinion measures were obtained by asking pilots to complete the Phase

I evaluation questionnaires shown in Appendix B. At the conclusion of each approach

scenario, pilots completed a "Post-Format" evaluation in which they assigned a rank to

each experimental chart using a relative ranking scale referenced to the current paper LAP.

This scale that was used is depicted below in Figure 5.3.

1 2 3 4 5 6 7

Better Your Chart Worsei i _ i i

Figure 5.3. Relative Ranking Scale.

Pilots evaluated the AP for overall acceptability, for the task of "shooting" the

approach, situational awareness, and for executing the missed approach.

At the conclusion of all six Phase I approach scenarios, pilots completed a

"Debrief' evaluation in which they ranked the Paper, Monochrome, and Color charts in

order from the most desirable (1) to the least desirable (3). Pilots also described the best

and worst feature (if applicable) of each chart and commented on questions that were

concerned with the general format and information content of current IAPs.

5.5.2 Approach Scenario Structure

In Phase I, pilots flew two approach scenarios for each of the following

experimental charts:

1. Paper

2. Monochrome Electronic

3. Color Electronic

When used, each chart was displayed on the left side of the IRIS separate from the

primary navigation (EHSI) display, as depicted in Figure 5.1. The Paper chart was taped

to the same location during the Paper simulation runs in order to remove chart position as a

variable.

41

Page 42: Design and Evaluation of Advanced Electronic Cockpit

Each approach scenario began with the aircraft positioned below 10,000 feet inside

the terminal area under radar control on an initial flight plan that was pre-programmed into

the FMC. Pilots then received radar vectors to intercept the Instrument Landing System

(ILS) final approach course. A representative approach scenario is depicted on the

following page in Figure 5.5. The aircraft flight path is indicated by the dark thick line;

communications with ATC, aircraft descents, and points during the approach procedure

where performance questions were asked have also been depicted.

In order to negate subject familiarity with specific airports, all IAPs and approach

scenarios were created for fictitious airports. In order to maintain accuracy and realism,

the information content of these IAPs was based on actual approaches with the names and

frequencies changed.

Approach Scenario Variations

The six different approach scenarios and the Paper, Monochrome, and Color charts

were arranged in a pseudorandomly counterbalanced design matrix in order to control for

statistical artifacts. The matrix was run on two groups of six subject pilots. The matrix,

depicted below in Figure 5.4, ensured that each scenario was flown an equal number of

times per experimental chart.

Figure 5.4 Representative Experimental Matrix.

As depicted in Figure 5.4, one scenario per chart block contained an intentional

ATC generated terrain "fly-through. The other scenario in each chart block was varied in

order to prevent pilots from anticipating erroneous. ATC clearances for each approach

42

Approach Missed Uneventful Terra in ExpeimentalScenario Approach Approach "Fly-Through" art

1 X

2 X Paper3 l X4 __ . . X . Monochrome5 X _ - X Color6 _ _ _ _ X Color

Page 43: Design and Evaluation of Advanced Electronic Cockpit

(NE) 1

(sw) 115.4

HALEGCIN Appoh 127.4

JOHNSON Tower 119.1

lOWNSVILLE,JOHNSON INTL

ILS Rwy 13LLOC 110.1 IKTL

,2610'

A2460'

S DhOME

742'

PADLOK 220°116.6 PDK

/

/ 615' ,

/ 040'

/

5 NM

0

Radar required

ZE 11'

MISSED APPROACH: Climb to 500' then climbingvia JON VOR R-040 to PDK VOR and hold.

STRAIGHT-IN LANDING R",'/i" 13L

ILS

MM out

RVR 24or 12

LOC (GS out)

M0.4 60'( *9,II ALS out

111t2

APT. 11'LEFT turn to 4000' outbound

ii

M DA

600 (.589l -1

Figure 5.5 Representative Approach Scenario.

43

6.6(1

~ , T

- i

I

I

I

,7zr- 261 r3'

Page 44: Design and Evaluation of Advanced Electronic Cockpit

scenario. This scenario either forced the pilot to execute a missed approach, or was

uneventful. Each respective scenario is briefly described below.

Terrain "Fly-Through" Scenarios

In several scenarios, the aircraft was intentionally vectored into terrain in order to

implicitly measure the efficacy of terrain information depiction by spot elevations. In each

case, the erroneous vector required no course deviation and entailed a premature descent

clearance issued shortly after the "flight" had begun. However, prior to commencing the

approach scenario, the pilot had ample time to orient himself to the headin. assigned by

ATC and to study the situation. If the pilot accepted the erroneous descent clearance

without noting the hazardous terrain, a "terrain fly-through" event was recorded. If the

pilot correctly identified the hazardous terrain, ATC would immediately comply with his

request for either a climb to a safe altitude, or a correct vector clear of terrain.

An example of a representative terrain "fly-through" approach scenario is depicted

on the following page in Figure 5.6. The initial aircraft position was north-west of the

PRIT intersection at 6800'. The route of flight assigned by ATC entailed radar vectors

direct PRIIT, direct CHETT, and was programmed into the FMC before the pilot began

flying. When the aircraft was approximately six miles from the PRIIT intersection, the

pilot received an ATC descent clearance to 6500'. If the pilot accepted the descent, the

aircraft would fly very near (or through) the 6723' obstacle near PRITT which constituted a

terrain "fly-through" event. If the pilot noticed that he would be flying too close to

hazardous terrain, ATC complied with whatever request was made in order to keep the

aircraft clear of terrain.

Missed Approach Scenario

In these scenarios, the pilot was unable to proceed with the normal ILS approach

procedure due to one of the malfunctions described below.

1. Approach lighting system out of service.

2. Middle Marker (MM) out of service.

3. Glide slope out of service.

44

Page 45: Design and Evaluation of Advanced Electronic Cockpit

II

Figure 5.6 Representative Terrain "Fly-Through" Scenario.

45

Page 46: Design and Evaluation of Advanced Electronic Cockpit

One of these malfunctions was intentionally scrip!d into the approach scenario in

order to implicitly measure the efficacy of each chart in depicting procedure minima data. If

the pilot noticed that he would require an alternate approach procedure, ATC complied with

whatever request was made in order to enable the aircraft to safely proceed.

No aircraft or equipment malfunctions were scripted into the other non terrain "fly-

through" approach scenario. Pilots completed the normal ILS approach procedure, "saw"

the runway environment on the external display window and "landed" the aircraft.

5.5.3 General Experimental Procedure

At the start of each session, pilots received a thorough brief concerning the structure

and design of the experiment. After the features of the simulator were demonstrated, pilots

were afforded the opportunity to ask questions concerning its capabilities and limitations.

A practice approach scenario was then flown with the experimental chart that would be

used for the two ensuing data collection runs. Prior to flying each scenario, pilots received

ATIS information for the destination airfield, and were allocated as much time as they

required to situate themselves and to conduct their standard approach brief, if desired.

When the pilots felt comfortable with both the simulator and the IAP, the simulator was

taken off "freeze" and the first data collection scenario began. This process was repeated

for each chart. Each scenario lasted approximately twenty minutes.

During each simulation run, one experimenter monitored the approach scenario

from the ATC/Experimenters station and acted as the Air Traffic Controller communicating

with the "flight station" through a radio link. An additional experimenter who was an

experienced aviator familiar with IFR operations and instrument flight procedures acted as

the Pilot Not Flying (PNF). This experimenter performed radio communications,

checklists, etc., leaving the subject pilot free to monitor the instruments and the IAP.

In addition, the experimenter acting as PNF queried the subject pilot with the

questions that are depicted in Figure 5.2 to explicitly assess the pilots' ability to retrieve

information from various areas of the IAP. The questions were asked non-intrusively by

the PNF at predetermined points during the approach scenario when it would be most

desirable to know that particular piece of information. All simulator parameters and switch

settings were automatically recorded by the simulator during each run, and cockpit

46

Page 47: Design and Evaluation of Advanced Electronic Cockpit

communications between the subject, the PNF, and ATC were videotaped for post run

analysis. Both quantitative and qualitative data were collected.

5.6 Phase II Experimental Design

5.6.1 Introduction to Measurements

The primary focus of Phase II was to evaluate the MIT prototype decluttering

technique, and the viability of the North-Up (Static), Track-Up (Moving Map), and EFIS

Integrated prototype charts that were described in Chapter 4. Due to time constraints and

the exploratory nature of the study, pilots flew only one scenario per prototype chart.

Consequently, Phase II was not carefully counterbalanced; as such, care must be exercised

in extrapolating the results. Subjective and implicit measurements were collected.

Subjective Measurements

At the completion of each Phase II approach scenario, pilots completed a "Post-

Format" evaluation similar to the one completed in Phase I; however, pilots also described

their preferences for information selection and decluttering, as well as the efficacy of the

prototype chart.

At the conclusion of Phase II, pilots completed a "Debrief" evaluation in which they

ranked each prototype chart in order from the most desirable (1) to the least desirable (3).

Pilots described the best and worst feature of prototype chart, and then ranked all six chart

modes used in the experiment in order from the most desirable (1) to the least desirable (6).

Phase II evaluation questionnaires are contained in Appendix C.

5.6.2 Approach Scenario Variations

Approach scenario variations were designed and constructed in a manner similar to

Phase I. However, pilots were given only one terrain "fly-through" scenario. The other

two "terrain fly-through" scenarios were constructed in a manner similar to Phase I.

47

Page 48: Design and Evaluation of Advanced Electronic Cockpit

Terrain "Fly-Through" Scenarios

In a manner similar to Phase I, the efficacy of presentation of terrain information by

spot elevations was implicitly measured by issuing an erroneous ATC clearance into

haiardous terrain in one of three Phase II approach scenarios. If the pilot accepted the

erroneous descent clearance without noting the hazardous terrain, a "terrain fly-through"

event was recorded. If the pilot correctly identified the hazardous terrain, ATC would

immediately comply with his request for either a climb to a safe altitude, or a correct vector

clear of terrain. Care was taken to note whether or not the pilot had terrain information

selected at the point where he received the erroneous clearance.

5.6.3 Experimental Procedure

The experimental procedure followed in Phase II mirrored the Phase I experimental

procedure with the following exceptions.

Pilots flew one scenario for each prototype chart. The North-Up and Track-Up

EIAPs were displayed on the left side of the IRIS separate from the EHSI primary

navigation display. However, the EFIS Integrated chart contained information that is

normally presented on the current IAP plan view integrated with the EHSI. Performance

questions were asked in an attempt to force the pilot to utilize the entire IAP in order to

extract the requisite information.

48

Page 49: Design and Evaluation of Advanced Electronic Cockpit

6. Dlscussicn of Results

6.1. Phase I Results

Experimental results obtained from Phase I of the part-task flight simulation

experiment are presented below.

6.1.1 Experimental Chart Rankings

In the Phase I "Debrief' questionnaire, pilots ranked the Paper, Monochrome, and

Color charts in order from the most desirable (1) to the least desirable (3). The results of

this procedure are depicted below in Figure 6.1.

Paper Monochrome Color

nO q-lm

6.67%

71.UI7

* Ranked First

Ranked Second

L Ranked Third

Figure 6.1 Experimental Chart Ranking.

Twelve of thirteen pilots ranked the Color chart first. It became evident from the

debriefing responses that the subject pilots thought that the separation of information

depicted on the Color chart-quickly drew attention to the major components of the approach

while allowing them to "mentally eliminate" the extraneous information.

The color scheme used for the Color chart was consistent with the EFIS display

which was considered to be advantageous. Information depicted on both the EIAP and the

EHSI was easily assimilated (i.e., the inbound course), while a heightened awareness was

49

75.00%,V

I

A I vj

1%/

Page 50: Design and Evaluation of Advanced Electronic Cockpit

generated toward certain information (i.e., terrain) that was depicted on the lAP but not on

the EHSI;

Pilots indicated that there was no discernable difference between the Monochrome

chart and the current paper IAP.

"It looked like a Jeppesen chart on the screen".

Even though the Paper chart was ranked last by 75% of the pilots, they appreciated

the reliability and portability of the paper charts. These features were considered to be its'

primary attribute.

".i've never seen paperfail".....".1 can put it where I can see it the best, and light

it the way I want.."

The paper LAP can be relocated to virtually any location within the cockpit in order

to accommodate individual user preferences and needs. This is an especially appealing

feature to older pilots who have experienced some loss in visual accommodation. In this

regard, the portability aspect of the Paper chart was preferred.

On the negative side, IAPs are currently printed on paper that is easily damaged and

hard to read at night. Pilots expressed frustration with the chart update process, and the

need to carry a full set of IAPs for each flight.

6.1.2 Experimental Chart Task Rankings

At the conclusion of each approach scenario, pilots completed a "Post-Format"

evaluation in which they ranked that particular experimental chart on a 7 point scale where

the midpoint was equivalent to the IAP they currently use. Pilots evaluated the LAP for

overall acceptability, for the task of "shooting" the approach, situational awareness, and for

executing the missed approach. Results of this task ranking are presented below in Figure

6.2.

50

Page 51: Design and Evaluation of Advanced Electronic Cockpit

Current IAP

I Paper

- Monochrome

n Color

i

Acceptability Shooting the Situational Missed

Approw-"h Awareness Approach

Figure 6.2. Experimental Chart Task Ranking.

Pilots indicated a strong preference for the Color chart for each task which is

consistent with the overall preference for this chart. Task rankings for the Paper and

Monochrome charts were virtually identical. This result was consistent with the general

sentiment obtained from pilot comments that the Monochrome chart was essentially a paper

IAP on a screen.

Contributing to the overall effectiveness of a chart is the degree of situational

awareness attained while using it. Pilots were in general agreement that the use of colors

provided for a "nice orientation" and segmented the chart well, especially in the profile

view. While some pilots were of the opinion that a multi-colored display was somewhat

distracting, the vast majority indicated that it provided for an easy interpretation and

allowed them to 'fiate and compartmentalize" the approach information. Depiction of the

missed approach holding pattern in red provided for a "clean", easily discernable procedure

that was appreciated. The general sentiment was that even thought the same missed

approach information was presented in each chart, the color presentation enabled pilots to

"just follow the lines."

An analysis was performed in order to determine any statistically significant

differences that might exist between the task rankings that were assigned and the IAP

currently used. Pilots assigned a rank to each chart using the relative ranking scale

51

.

. _ _ 1. __ _

Page 52: Design and Evaluation of Advanced Electronic Cockpit

depicted in Figure 5.3. In this scale, the midpoint was equivalent to the IAP currently

used.

A paired T-Test (Appendix D) was used to statistically evaluate the data for any

differences that exist when the mean task ranking per chart was compared to the same task

from the other charts. Also, each mean task rank per chart was compared to the LAP

currently used.

Results from the analysis indicated that no statistically significant differences (to a

95% confidence level) exist between the Paper chart ranking and the expected mean

response (the midpoint of the relative ranking scale) for the paper IAP currently used. In

addition, no statistically significant differences exist between the Paper and Monochrome

charts; however, there was a statistically significant difference between the Color and

Paper/Monochrome charts for each task. Since the mean rank for each task was highest for

the Color chart, it was conclusively preferred over the other experimental charts.

6.1.3 Average Response Time Per Chart

Ten "performance questions" were established in order to quantitatively compare

information retrieval performance. Pilots responded to ten performance questions per chart

for a total of thirty Phase I questions for each pilot. Response time has been defined as the

time taken by pilots to locate and extract the desired information from the IAP. As such, a

"faster" response time was used as an indicator of the ease with which information could be

extracted from the IAP.

Videotapes of all cockpit communications between the subject pilot, the PNF, and

ATC were reviewed during a post run analysis in which an experimenter used a stopwatch

to record response times to each performance question asked during Phase I. Even though

response times were subjectively recorded, care was taken to maintain a high level of

consistency throughout the measurement. process. The average response time per question

for each experimental chart was tabulated across all pilots and is depicted on the following

page in Figure 6.3.

52

Page 53: Design and Evaluation of Advanced Electronic Cockpit

Average Response Tme (sc)

0 1 2 3 4 S 6 7 8 9 10

A) Glide Splwepru Alds(AOL) a u OM

B) IS Fquncy

C) Idawtify Msed

D) Disan beweOMdft

OM andthe AP

H)E) D

I) Highe ObSceon asn

J) Inbound Course

U Paper

* Monochme

* Color

Figure 6.3 Average Response Time Per Chart.

53

Page 54: Design and Evaluation of Advanced Electronic Cockpit

As can be seen from Figure 6.3, response times were generally faster when pilots

used the Color chart. Response times generated for the Paper chart versus the

Monochrome chart were nearly even. These results were consistent with pilot comments

which indicated that there was no discernable difference between the Monochrome chart

and the current paper IAP, but the Color chart was superior. Overall, there was no loss in

performance and possibly a limited gain in response time performance when pilots used the

Color chart.

It should be noted that response times may be influenced by habitual memorization

and/or approach brief content. Collectively, the fastest response times were generated for

the following explicit performance questions: "The ILS frequency", and "The inbound

course". Survey data from Chapter 3 indicated that these two items were among the top

four "critical" information elements desired for the both the pre-approach and approach

phases of flight. It appears that pilots may commit the most "critical" information to

memory.

Response times to the performance question concerning the location of the "highest

obstacle on the chart" were considerably faster when pilots used the Color chart. This

prompted further investigation of response times for each question per chart. An Analysis

of Variance (ANOVA) was conducted (Appendix D) in order to determine statistically

significant differences that exist between the average response time for each question per

chart.

Results from the analysis indicated that there was no statistically significant

difference (to 95% confidence) between the average response time for each question when

the Paper and Monochrome charts were used. However, there was a statistically

significant difference in response times when the Color chart was used to locate obstruction

information. This result was consistent with the general sentiment obtained from pilot

comments which indicated that the separation of information depicted on the Color chart

drew attention toward certain information (i.e., terrain) that was depicted on the IAP but

not on the EHSI.

54

Page 55: Design and Evaluation of Advanced Electronic Cockpit

6.1.4 Error Rate Results

Error rate was used as an indicator of the accuracy with which information could

be extracted from each chart. Taken in this context, error was defined to be an incorrect

response elicited to an information retrieval performance question. The average error rate

for each question per experimental chart was tbulated across all pilots and is depicted

below in Figure 6.4.

40%

30%

20%

10%

0%I I

A: Glide 8: ILS C: ldnif D: E F: Glide G: Tmiag H: DZE I: Hihe J: InboundSlope Fhque Mie d Distance Minimn Slop baowen Oback CouneCmu Appeod betmn Safe sopemble OMad on Can

Ahltiude OM aud Altitude te MAP

Figure 6.4 Phase I Error Rate.

The error rate depicted in Figure 6.4 also indicates that there is no loss and

possibly a limited gain in performance when IAP information is presented in electronic

format. The error rate generated while using the Color chart was slightly lower for each

question than for the other charts, but may not be significant. However, in general, the

error rate was higher than expected.

As can be seen from Figure 6.4, pilots made no errors in response to questions

concerning "The ILS frequency", and "The inbound course". Survey data from Chapter 3

indicated that these two items were among the top four "critical" information elements

desired for the both the pre-approach and approach phases of flight. As depicted in Figure

3.3, both attained a "Net Interest Ranking" greater than 0.6. Therefore, no errors were

made concerning the most "critical" information that might be committed to memory.

55

* Paper

19 Monochrome

* Color-

Page 56: Design and Evaluation of Advanced Electronic Cockpit

Conversely, when averaged across all charts, the highest error rate per question

was recorded for the following questions: "What is the distance between the Outer Marker

(OM) and the threshold", and "What is the glide slope intercept altitude (AGL) at the OM".

Survey data from Chapter 3 indicated that the information elements required to answer

these questions attained a "Net Interest Ranking" below "zero" for the both the pre-

approach and approach phases of flight. As such, they were considered to be unnecessary.

This implies that pilots may be more susceptible to error while extracting information that is

considered to be "extraneous".

6.1.5 Phase I Terrain "Fly.Through"

For the implicit information retrieval test, terrain penetration rate was defined as

the ratio of approach scenarios in which pilots "fly-through" hazardous terrain to the total

number of terrain fly-through opportunities. Pilots accepted an erroneous ATC clearance

and penetrated hazardous terrain without question 38 of 39 times, generating a terrain

penetration rate of 97.4% that is depicted below in Figure 6.5.

luW' I

a 80%

·° 60%

& 40%

E 20%

0%

I I

-O No-Penetration

Penetration

- 4-- -4

Paper Monochmme Color

Figure 6.5 Phase I Terrain Penetration Data.

The extremely high number of recorded terrain "fly-through" events indicates that

the current methods of terrain depiction were not being used to their full potential. While

hazardous terrain information was depicted on the chart, pilots did not appear to have been

56

_~~

Page 57: Design and Evaluation of Advanced Electronic Cockpit

aware that a hazard existed. The fact that pilots often accepted ATC clearances without

checking the LAP to confinn adequate terrain separation indicates a general tendency to rely

on ATC for terrain clearance.

It was observed that pilots tended to be considerably more concerned with flying

near hazardous weather than they were with flying near hazardous terrain. Pilots

frequently accepted an erroneous ATC clearance without confirming that the aircraft would

remain clear of terrain; however, whenever weather radar information indicated a hazard,

pilots promptly requested a re-routing from ATC.

The perception that weather poses more of a hazard than terrain might be attributed

to differences in information accessibility. Weather radar information currently available in

transport aircraft far exceeds the area weather presentation available to the air traffic

controller. Pilot Reports (PIREPS) and enroute information obtained from Flight Service

Stations (FSS) serve to augment weather radar information. Conversely, pilots do not

have access to Minimum Vectoring Altitudes (MVA) that are used by ATC. Therefore,

pilots may perceive more responsibility for weather avoidance than for terrain avoidance.

It should be noted that two of the nine lAPs used in this experiment did not fully

comply with the guidelines as outlined in the TERPS manual. The TERPS manual requires

that published airways and MSA sectors must provide the aircraft with 1000' of terrain

clearance within 4 nautical miles of the depicted route or sector.

In one of the experimental IAPs, spot elevation symbols higher than 4000' were

located within 4 nautical miles of a 3500' MSA sector altitude. Similarly, the second IAP

depicted terrain obstacles that were located within 4 nautical miles and 1000' of a published

airway.

6.2 Phase II Results

Experimental results from Phase II of the part-task simulation experiment are

presented below.

57

Page 58: Design and Evaluation of Advanced Electronic Cockpit

6.2.1 EIAP Prototype Chart Rankings

In the Phase II "Debrief"' questionnaire, pilots ranked the North-Up (Static), Track.

Up (Moving Map), and EFIS Integrated prototype charts in order from the most desirable

(1) to the least desirable (3). The results are depicted below in Figure 6.6.

Track-Up (Moving Map) North-Up (Static) EFIS Integrated

25.0(

41.67%50.00%

.00%

*Ranked First

I Ranked Second

- Ranked Third

Figure 6.6 EIAP Prototype Chart Rankings.

The North-Up (Static) prototype chart was ranked first by ten of thirteen pilots.

Each pilot commented that the real-time aircraft position and navigation information

depicted by the moving aircraft symbol provided a cue for error reduction.

The general pilot sentiment was that this chart was the closest of any EIAP chart to

being the "complete display picture". It was felt that the use of colors on the display drew

attention to the major components of the approach. In this Phase of the experiment

however, pilots could eliminate the extraneous information by using the information

selection and decluttering capability. Most felt that this option should be considered for

EIAP implementation.

Pilots liked the Track-Up (Moving Map) chart because of the "hybrid" plan view

section. Those who favored the moving map plan view depiction did so because it was a

replication of the EHSI. As such, one did not "have to reorientyour mind to the approach"

when scanning back and forth between displays. On the negative side, some thought that it

58

50.00%

Ic 13%

m

Page 59: Design and Evaluation of Advanced Electronic Cockpit

was a redundant depiction of the EHSI that did not provide for the transfer of any

additional information.

The most salient result obtained from the EFIS Integrated prototype chart was that

each pilot specifically stated that it was desirable to have the IAP separate from the primary

navigation display for planning purposes. Since this chart was a synthesis of the current

paper IAP and the current EHSI, it may not have represented an optimized display

presentation. Pilots indicated that there would be large learning curve effects in order to

become proficient with this type of non-conventional display configuration.

6.2.2 EIAP Prototype Chart Task Ranking

Pilots completed a "Post-Format" questionnaire in which they ranked that

particular EIAP prototype chart on a 7 point scale where the midpoint was equivalent to the

LAP they currently use. Pilots evaluated the chart for overall acceptability, and for each of

three tasks that are normally performed in the execution of an instrument approach. Results

of this task ranking are presented below in Figure 6.7.

Bytr

Current IAP

Worse

* EFIS Integrated

* Nonh-up

* Track-up (Moving Map)

Acceptbility Shooting the Siamtional Missed SeletabilityApproch Awaness Approach

Figure 6.7 EIAP Prototype Chart Task Ranking.

59

Page 60: Design and Evaluation of Advanced Electronic Cockpit

It is important to note that each task ranking depicted in Figure 6.7 for the prototype

charts is higher than the same task ranking for the non-selectable experimental charts

(Figure 6.2). The greater preference for the prototype charts is thought to be due to

information selectability and the depiction of real-time aircraft position information. This

result was also found to be consistent with pilot preferences for the North-Up prototype

chart.

The strongest preference for the North-Up chart was found to be for the

acceptability "task" which provided pilots with a means by which to assign a general rank

to each chart. Although both the EFIS Integrated and Track-Up charts depicted real-time

navigation information, pilot comments indicated that the aircraft position information

depicted on the North-Up format was the most compelling. This was consistent with the

high situational awareness score attained by the North-Up format. Pilots indicated that this

format provided for the quickest orientation "with respect to the rest of the world".

Recent surveys of operational IAP usage patterns in EFIS displays indicated that the

"Map Mode" moving map display was preferred to North-Up oriented charts [Chandra,

1989]. The fact that North-Up charts were preferred for the depiction of IAP information

was thought to be attributed to the moving aircraft symbol and past experience with north-

up oriented IAPs. Since specific position and attitude reference information was constantly

available, orientation may have been better facilitated using a reference frame that was fixed

with respect to the runway.

The North-Up chart provided the highest degree of situational awareness as

indicated by the high task ranking score it attained. For the task of shooting the approach,

some pilots thought that the moving aircraft symbol depicted on the profile view provided

an advantage with regard to vertical guidance and navigation. Others however, felt that this

symbol was a "nice reference", but was not critical to have. Pilots were especially

receptive to having the moving aircraft symbol depicted when executing a missed approach,

and for terminal area maneuvering. Pilots indicated that if they were flying at night with

minimum ceiling-visibility conditions, they would clearly prefer to have this EIAP.

Preferences for the EFIS Integrated and Track-Up charts were mixed. Pilots liked

the Track-Up EIAP because it provided a selectable north-up mode for approach planning

that was separate from the primary navigation display. Therefore, north-up and moving-

map information could be displayed concurrently. However, on the EFIS Integrated chart,

60

Page 61: Design and Evaluation of Advanced Electronic Cockpit

pilots were able to select only one or the other. Some pilots were reluctant to sacrifice

moving-map information in order to have access to the north-up depiction.

"It gave the impression that everything was frozen".

However, pilots who did not favor the display indicated that once learning curve

effects with the format were negated, it may have the potential to provide better situational

awareness information.

Pilots consistently indicated that a situation dependent IAP decluttering capability

would help to reduce clutter problems. Those who used the prototype decluttering

technique in the experiment unanimously agreed that it was desirable to customize the AP.

Pilots indicated that this procedure would not constitute a workload increase while

maneuvering in the terminal area.

"..If I didn't have time to do it, I wouldn't.."

6.2.3 Preference Ranking For All Chart Modes

At the conclusion of Phase II, pilots ranked all chart modes in order from the most

desirable (1) to the least desirable (6). The results of this procedure are depicted in Figure

6.8.

The overall preference rankings were consistent with pilot preferences for the

North-Up prototype chart, and previous experimental and prototype chart rankings. The

general preference for the prototype charts may imply the importance of color, information

selectability and the depiction of real-time aircraft position information. The fact that the

EFIS Integrated chart was ranked in the bottom half of all chart modes 41.66% of the time

may be attributed to learning curve effects associated with the "non-conventional" nature of

the display.

The overall lack of preference for the Paper and Monochrome experimental charts

was clearly indicated. Paper attained the highest overall rank attained by either chart; a

rank three was assigned by one pilot. These charts were clearly the least preferred of all the

chart modes that were evaluated.

61

Page 62: Design and Evaluation of Advanced Electronic Cockpit

100%

80%

6

-_

u 40%

20%

0%

North-Up Color Track-Up EFIS Integrated Paper Monochrome(Static) (Moving-Map)

Chart Modes

Figure 6.8 Preference Ranking For All Chart Modes.

6.2.4 Phase II Terrain "Fly-Through"

The ratio of approach scenarios in which pilots penetrated hazardous terrain to the

total number of terrain fly-through approach scenarios has been defined as the terrain

penetration rate. In Phase II, pilots accepted an erroneous ATC clearance and penetrated

hazardous terrain without question 11 of 13 times, generating a terrain penetration rate of

84.6% that is depicted below in Figure 6.9.

IUV/o

· 80%

._c° 60%

40%.

0%C.)&- 20%

O No-Penetration

I Penetration

.------

North-Up Track-Up EFIS

Figure 6.9 Phase II Terrain Penetration Data.

62

__· _

- -

- -

- - - - - - -

- - -

--.I - I I I

· 1

.- i

Page 63: Design and Evaluation of Advanced Electronic Cockpit

As is depicted in Figure 6.9, pilots were using the Track-Up chart in each instance

when the hazardous terrain was identified and avoided. However, these results were

obtained using a limited data set, and may not be significant. A more complete study of

terrain depiction methods has been conducted at MIT [Kuchar and Hansman, 1991].

When using the Phase II prototype charts, pilots successfully identified the

hazardous terrain 2 out of 13 times, generating a 84.6% terrain penetration rate. The

improvement in terrain avoidance performance between Phase I and Phase II may indicate

that charts which do not contain a specific display of aircraft location with respect to terrain

are not as effective as those that do.

Pilot comments were recorded by an additional experimenter during the terrain "fly-

through" scenarios. When using the North-Up chart, two pilots commented on high terrain

as they observed the moving aircraft symbol penetrating the hazard. However, neither pilot

requested an altitude change or an ATC vector clear of terrain.

Individual LAP configuration techniques were carefully noted during the terrain fly-

through approach scenarios. Pilots flew the approach with terrain information deselected in

five of the thirteen terrain fly-through scenarios, generating a 62% terrain penetration rate

when the pilot did not have access to terrain information. Several pilots indicated that they

rarely (or never) look at the plan view depiction of terrain information when executing an

instrument approach procedure. As indicated by ahe survey data presented in Chapter 3,

terrain clearance information was primarily acquired from the MSA circle.

6.2.5 Preferences For Electronic IAPs

A section was included in the Phase II "Debrief' questionnaire in order to determine

pilot preferences concerning the replication of paper IAP information in electronic format.

These questions were asked of the subject pilots after they experienced the flexibilities and

capabilities of these electronic systems. These same questions were asked on the general

survey discussed in Chapter 3; however, pilots who responded to that survey did not have

the opportunity to "fly" with these electronic systems. It should be noted that all pilots who

participated in the experiment were qualified "glass-cockpit" pilots, while only a portion of

those who responded to the survey held that same qualification. Results are presented in

Figure 6.10.

63

Page 64: Design and Evaluation of Advanced Electronic Cockpit

Figure 6.10 Preferences For Electronic IAPs.

The results indicate that pilots who have experienced the capabilities provided by

electronic LAPs tend to prefer them more than those who had not. Most of the reluctance

toward the use of electronic charts was attributed to concern for the reliability of the

electronic systems. While over 90% of the subject pilots were in favor of EIAPs, only half

stated that they were comfortable using them without a paper backup. Subject pilots

generally acknowledged that the advent of EIAPs was inevitable, and that if these systems

proved to be reliable, they would eventually trust them without requiring a backup.

64

No EIAP Experience EIAP Experience

Electronic Replication of Paper IAP's 72.4% Yes 91.6%

Use of Electronic AP without backup 31.0% Yes 50%

Prefer Static Electronic AP 27.50% 50%

Prefer Dynamic Electronic IAP 72.5% 25%

Prefer EFIS Integrated NA 25%

Desire to Customize own AP 69.0% Yes 100%

Workload Increase if Customize Plate 31.0% Yes 25%iii i ' i Ell I~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Page 65: Design and Evaluation of Advanced Electronic Cockpit

7. Conclusions

Systems and human factors engineering issues associated with the electronic

presentation of Instrument Approach Plates (IAPs) were investigated. Specifically, the

effects on information retrieval performance and pilot preference that are induced by the

capabilities and limitations of electronic systems were addressed. These investigations

resulted in the following findings.

1. Error rates obtained firom the experimental charts indicate that there appears to be no

loss in performance and possibly a limited gain in information retrieval performance

when IAP information was presented in electronic format. Pilot comments

indicated that there was no discernable difference between the Monochrome and

Paper charts, but that the Color chart was superior to both.

2. Paper and Monochrome charts were clearly the least preferred of all chart modes.

The Paper chart was ranked in the bottom 50% of all modes 91.66%

of the time.

3. Information requirements clearly change as a function of phase of flight; however, there

was a large dispersion of opinion regarding the amount of information required to

execute the approach. The depiction of specific information elements may depend

on the situation and user preferences. Therefore, a mechanism for pilots to

individually control the information contained on EIAPs was evaluated.

4. The prototype information selection and decluttering capability was preferred by each

subject pilot. Pilot comments indicated that this feature should be an integral part

EIAPs. No negative comments were received concerning the impact of information

selection on flight crew workload.

5. The strongest pilot preference was for a North-Up (Static) chart which was ranked first

by twelve of thirteen subject pilots. This preference was thought to be attributed to

the incorporation of a moving aircraft symbol and past experience with north-up

65

Page 66: Design and Evaluation of Advanced Electronic Cockpit

oriented lAPs. The North-Up (Static) chart provided the highest degree of

situational awareness as indicated by the high task rank score it attained.

6. Prototype charts with information selection scored higher than the non-selectable

experimental charts. The greater preference for the prototype charts is thought to be

due to information selectability and the depiction of real-time aircraft position

information. This result was consistent with pilot preferences for the North-Up

(Static) prototype chart.

7. Depiction of terrain information by spot elevations does not appear to be effective.

When given erroneous vectors into terrain, the subject pilots were uniformly unable

to identify the problem when provided with spot elevation terrain information.

8. Higher than expected error rates were observed; however, there was a significant

difference depending on the perceived importance of the information.

9. Differences in error rates imply that pilots may commit critical approach information to

memory. The lowest error rates were recorded in response to performance

questions that contained information that pilots felt was critical. Conversely,

the highest error rates were recorded in response to performance questions that

contained information that was considered to be extraneous. This indicates that

pilots may be more susceptible to error while extracting information that is

considered to be unnecessary.

66

Page 67: Design and Evaluation of Advanced Electronic Cockpit

References

1. Baker, C. A., Morris, D. F., and Steadman, W. C., 'Target Recognition in ComplexDisplays", Human Factors, 190.

2. Bergeron, H. P., (1981) "Single Pilot IFR Autopilot Complexity/Benefit TradeoffStudy", AIAA Paper 80-1869.

3. Billings, C. E., and Cheaney, E. S., "Information transfer Problems in the AviationSystem", National Aeronautics and Space Administration TN-1875, AmesResearch Center, Moffett Field, CA. 1981.

4. Boeing Commercial Aircraft Company, Boeing 767 Operations Manual, BoeingDocument No. D632T001-200, July 25, 1983.

5. Chandra, D., (1989)."An Evaluation of Automation For Flight Path ManagementTransport Category Aircr'ft", SM Thesis, Department of Aeronautics andAstronautics, Massachusetts Institute of Technology, Cambridge, MA.

6. Cooper, G. E., and Harper, R. P., 'The Use of Pilot Rating in the Evaluation ofAircraft Hca-dling Qualities", National Aeronautics and Space Administration, TN-D-5153, Ames Research Center, Moffett Field, CA. 1969.

7. Erickson, R.A., "Visual Detection of Targets: Analysis and Review", NAVWEPSReport # 8617, NOTs TP 3645, 1965.

8. Ginsburgh, A.D., "Contrast Sensitivity: Relating Visual Capability to Performance",Proc. NAECON, Summer, 1983.

9. Hansman, J. and Mykityshyn, M., "Current Issues in the Design and InformationContent of Instrument Approach Charts", Massachusetts Institute of TechnologyAeronautical Systems Laboratory Report ASL-90-1-1, November, 1990.

10. Inter-Agency Air Cartographic Committee, "Low Altitude InstrumentApproachProcedures", Fifth Edition, Inter-Agency Air Cartographic Committee, December,1990.

11. International Civil Aviation Organization, Aeronautical Manual", Doc 8697-AN/889/2,Second Edition, 1987

12. Kuchar, J. K., "Electronic Approach Plate Prototyping Software Documentation",Massachusetts Institute of Technology Aeronautical Systems Laboratory ReportASL-90-6, October, 1990.

13. Kuchar, J. K. (1991)."Advanced Terrain Displays For Transport Category Aircraft",SM Thesis, Department of Aeronautics and Astronautics, Massachusetts Institute ofTechnology, Cambridge, MA.

14. Kuchar, J. K., "MAP- Electronic Instrument Approach Plate Prototyping SoftwareDocumentation", Massachusetts Institute of Technology Aeronautical SystemsLaboratory Report ASL-90-6 October, 1990.

67

Page 68: Design and Evaluation of Advanced Electronic Cockpit

15. Mason, R.L., Gunst, R.F., and Hess, J.L., "Statistical Design and Analysis ofExperiments", John Wiley & Sons, New York, N.Y., 1989.

16. McLucas, J. L. (Chairman), Drinkwater, F. J., and Leaf, H. W., " Report of thePresidents' Task Force on Aircraft Crew Compliment", Washington D.C., 1981.

17. Mincer, E., "Aircraft Automation With an Electronic Library System", Society ofAutomotive Engineers, Aerospace Technology Conference and Exposition, CA.,October, 1988.

18. Montgomery, D., "Design and Analysis of Experiments", John Wiley & Sons, NewYork, N.Y., 1976

19. Mykityshyn, M. and Hansman, J.,"An Exploratory Survey ofInformationRequirements For Instrument Approach Charts", Massachusetts Institute ofTechnology Aeronautical Systems Laboratory Report ASL-90-1-2, November,1990.

20. Plusche, H., and Hansman, R.J., "Review of the Technology For PresentingElectronic Instrument Approach Charts", Massachusetts Institute ofTechnology Aeronautical Systems Laboratory Report ASL-90-3, March, 1990.

21. Rosner, B., "Fundamentals of Biostatics", PWS Publishers, Boston, MA., 1982.

22. United States Department of Transportation, "Special Air Safety Advisory Group",Federal Aviation Administration, Flight Standards Service, Washington, D. C.,1976.

23. United States Department of Transportation, "The National Plan for Aviation HumanFactors", Federal Aviation Administration, Washington, D.C., 1985.

24. United States Federal Aviation Regulations, (Parts 61,91,135,121), Federal AviationAdministration, Washington, D.C., 1990.

25. United States Standardfor Terminal Instrument Procedures (TERPS), Federal AviationAdministration Handbook 8260.3B, 1976.

26. Wanke, C. (1990). "Operational cockpit Display of Ground-Measured HazardousWindshear Information", SM Thesis, Department of Aeronautics and Astronautics,Massachusetts Institute of Technology, Cambridge, MA.

68

Page 69: Design and Evaluation of Advanced Electronic Cockpit

Appendix

Survey of Approach Chart InformationRequirements

69

A:

Page 70: Design and Evaluation of Advanced Electronic Cockpit

SURVEY OF APPROACH CHART INFORMATION REQUIREMENTS

Purpose

The Dep tn of Ae cs and Astonaucs at he Musachuew Instut of Technoloyis currently evaluating the desig and formt of raucal cha. The focus of this survey is toevaluate the im nce of instunt appach inf ion available to thepilo, an to demin atwhat point during the approach proedure it is most desirable to have this infomntion.

By investigating cew p refce related to Instrument Approh Paes (A), and surveyingthe informati con conte of these plate we hope to gain an underandng of piot pmfee cesconcening the c g i and priition of approach chart infomaon as it to phase offligh. This information will help us to dctnie what information shuld conaied on advancedelectonic insmnmt approach plate design.

Structure

This surey consists of four pam and will take approimanely 30 minutes to complete. As anintoduction to each individual section, a brief description and backg d is provided. Section Iconsists of questions concrning yom aviation bakground.The second asks you to descibeyour pref ces om g the utilition of the information ctmnldy conid on s umetappoch plates. In the third section, you will be presented with sample cision ad non- cisionJeppeso-Sanderson lAPs and asked to identify, p phase of flight, the a ach informaon youfeel is critical to onmplem that pticular phase of fligh. The final setion se t deterine yourirefencs regarding electic iu approach plaes.

Plase rememnrr that tah is only a survey of your opinion and that there areno "correct" answers to these questions. Your assstane In this survey is crucial tohelping us prioritize the iformation content of current IAP's.

**All information provided will remain strictly confldential.**

The Survey Team

The indiviuals conducing this s avey are expeenced aviators well versed in instumentapproach procedures. We are always available and intested in your opinions. m feel free to callor contact us at any ti if you have any questions regading the srvey or wish to discuss anythingconcerned with this project

Faculty Representativ: Research Assistant

Prof. R. John Hansman, Jr. Mark G. MykityshynAeronautical Systems Labora Aeronautical Sysems LaboratryMiT, Rm. 33-115 MIT, Rm. 37-44277 Massachusetts Ave. 77 Massachusetts Ave.Cambridge, MA. 02139 Cambridge, MA. 02139(617) 253-2271 (617) 253-7748

70

Page 71: Design and Evaluation of Advanced Electronic Cockpit

I BACKGROUND INFORMATION

A. Purpose

I nf on concraing yo avn av backpun win help us ma accuraely aVess thevariables that affect pilot erefncs. Remem r, U itformin you provide will remaincompletely anonymous.

B. Personal Datal Miscellaneous Informatlon

1. Age: Sex: Male ( ) Femal( )

2. Highest Education Level:

( )gh School ( )CoUege ( )CollegeDegree ( )radua Work/ Degree

3. Highest math level:

Beyond Calculus

2 3 4 5

4. Do you have any expeience on Flight Management Comput (FMC) equipped aicraft?

No( )

5. Computer expiec (other than FMC) as a user:

No knowledge ofsoftware packages

1 2 3

Knowledge ofseveral software packages

4

6. How often do you use computers (hours per week) as a(n):

Recreational User

Do not use computersif I don't have to

( ) Operational Usar(Workplace only)

( )

71

Arithmide

1

Yes( )

S

( )

Page 72: Design and Evaluation of Advanced Electronic Cockpit

C. Aviation ZaporleDe

1. How we you Inlly wd t fly?

clil ( ) Mltm ( )

2. Civil Eqxprlmc:

A. Total c" i pi tbt ighrm

B. Pilot radn held:

Fixed Wing: ATP (

Rotry Wing: ATP (

)

)

Comme cial Pilot (

ComrcialPilot ()

)

F.E. Written ( )

Other

C Civil fight experience by airaft type:

Rotary Wing ( ) FixedWing ( ) () oth

3. Miliy Flight a Eperenm:

A. Total military flight tim:

B. Military fht expence by aircraft type:

Rotary Wing ( ) Fixed Wing Tactical ( ) Transport ( )

C. Do you cmnntly fy in the military rserves?

Yes( ) No( )

D. Transport Category Arcraft Flying Experience

1.AIRCRAFT TYPE

1.

FLIGHT HOURS (Approximae)

2.3.4.5.

Capur F Officer, Second Offi, Flight Isucor Check Pilot

2. Esdtimated ight Hours in 1989

72

Both( )

POSITION*

I - - - --

Page 73: Design and Evaluation of Advanced Electronic Cockpit

II GENERAL IAP USAGE

A. Purpo

The purpae of this section of the survey is to help us evaluate the information content of thetwo most dely used domestic lAPs, Jepeon Saueron Inc., and the U.S. government (NOAAand the Department of Defse in conjunction with the FAA).

Please evaluate the informaion content of these lAs with trepd to facto that contribute toapproach plate cluter, for examlc n and obsucn infotion, and describe your preferencesconcerning the use of availablnsument approach plate inf aion.

B. Information Content

1. With which lAP have you had the most experience? If other, please specify.

( ) Jeppeson-Sanderson ( ) NOAA/DOD ()Other

2. Which lAP do you currenty use the most often?

( ) Jeppeson-Sanderson ( ) NOAA/DOD

For questions 3-7, please answer based on theabove.

response iven for question ()

3. Aviators have stated that there can be both too much and too little infomation contained at the sametime on an lAP. How do you feel about the quantity of information presented on lAPs? PleasecommenL

Not enoughinformation

1 2 3 4

Too muchinfm

S

73

( ) Or

II

I _

I _I I

_C C

Page 74: Design and Evaluation of Advanced Electronic Cockpit

4. Is h tldm nfmadmia, L l ai futy, d dllt to oe or I Plo

NVr'

1 2

Occulonly

3

Always

4 5

*NOTE: For questions 5 and 6, assume that the terminal area is defined as the area within a30NM radius of the airfield. You are the pilot "hand flying" the approach in IFR conditions underradar controL

5. What percentage of your time on avrage, do you spend in theminal area finding andselecting oh information fromn the IAP? Please circle one of the following and comment on yourinterpretation of how much time comprises the two categries proided.

An U blantAnaccepaleamunt

1

Category

2 3 4 5

Time spent (apprximat)

1. "An ccepal ant"

5. " An un le amount"

6. Dining peak workload conditions iLe., when you are performing a ifcult insment approachprocedure to an unfanilia airfield, what is the maximum percentage of ime you spend in theterminal aea intpreding and selecting approach information? Please comment on your interpretationof how much time comprses these categories.

An acceptableamounmt

1

Category

32

An unacceptablallmlmt

4 S

Time spent (approximate)

1. An acceptable amount"

5. " An unacceptable amount"74

I II

I

I -

--

I

I - - -- -·I I U

I - I

Page 75: Design and Evaluation of Advanced Electronic Cockpit

7. Instad o d p" t 9 rc um that you a m S an onigh t approch.Pleas describe any dfelencs mt spent intng oc inf ation.

8. Doyou fee that it is possible to meteoc i in the cocpit that can be dirrctly amibuted tocharting consideations? f ys, please comment on the naNe of dree errors

( ) Yes ( )No

9. What are the most common errou you mae or are aware that others have mad reading theinstrument approach plate?isment approh ply7?

10. What mistakes, if any, have you made looking for communication freuencies?

11. Do your require th same approach information for a precision and non precision approach? If no,what informaion is different?

( ) Yes ( ) No

12. Do you follow a certain procedure that allows you to have access to a full set of NOTAMS?

( ) Yes ( ) No

13. Have you ever observed anyone using non-current charts?

Never Frequently

1 2 3 4 5

75

I ''

Page 76: Design and Evaluation of Advanced Electronic Cockpit

14. Under which condidons do you expeence mo problems ading the chat? Please comment onwhat Informaion is hud to ra

( ) Bright Light ( ) Low Light

_ I ii i ii i_ 111111111 ___ _

Please answer the following three questions only V you use both Jeppeson-Sanderson and NOAAcharts:

1. What problems do you encounter when switching back and forth fom NOAA charts to Jeppeson-Sanderson charts?

2. Do you confuse the primary navaid frequency for the approach with other navaid frequencies? Ifyes, please comment.

( ) Yes ( ) No

3. Is a major change in approach chart format warranted or desirable? If yes, please comment

( ) Yes ( ) No

Please answer the following two quetions only if you have any experienceflying non-precision loranapproaches.

1. Have you flown loran approaches as part of recreational flying?

76

2. What are the problems, if any, that you have experienced while flying these approaches?

ii~~~

Page 77: Design and Evaluation of Advanced Electronic Cockpit

C. Factors Affectlnl Chart Clutter

Chart clutter can deprade pilot perforance by detacting fro hisher ability to extract relevantinformadon from the LAP to perform an insument appoach procedure.

The following presents a nonexhausive list of categories of information that can contributeto approach chart clutter

1. Chart Idenication Iuormation

2. Airport Identification

3. Terrain ltormation

4. Navigation Waypoints

6. Missed Approach Information

7. Communication Frequencies

8. Mlnimwn altiudes

9. Airport Notes

5. Routing Procedures

An example from each of these categories (if applicable) is shown on the following page(Figure I). Each sample LAP contained throughout this document has been reduced to 95% of itsoriginal size.

* THESE CHARTS HAVE BEEN REPRODUCED FOR ILLUSTRATIVE PURPOSES ONLY

77

Page 78: Design and Evaluation of Advanced Electronic Cockpit

ormtion Cori Co bu ATi To Ct Cl

Information Categories Contributing To Chart Clutter

CommunicatlFrequencies

I-W*-

Terrain Infor

NavigationWaypoints

A 4"?' ,ttrtre"· OT teoro /.)

6IS'/ S 0'/

W'/A

Al462

IM2

174l

ChartIdentification

RoutingProcedures

MissedApproachInformatiol

a

II2

i * f 93'1s' 693. '

KCppe O

t4.m

?

GORIIY LOM

:ifl -TV ~ul'0001 .Q9q, _ 1700'299 d, ,a.0 I.ACI I 6.2

MinimumAltitudes

Figure I

78

J

'S11

Page 79: Design and Evaluation of Advanced Electronic Cockpit

Uslin th wle pm'idd, plMs Indie bow mu och mahy owfibuas to chnt clur.

1. Carn !sntldcsdos Info

2. Airport Ifom on

3. Terain Information

4. Navigation Waypoints

5. Routing Procedures

6. Missed ApproachInformation

7. CommunicationFrequencies

8. Minimum Altitudes

1No

clutter

1No

clutter

1

Nocluter

1

Noclutter

1

Noclutter

1

Noclutter

1

Noclutter

1

Noclutter

3

3

3

3

3

3

3

3

4

4

4

4

4

4

4

4

sipificantclutter

5Significant

clutter

SSignificant

clutter

5Significant

clutter

5Significant

clutter

5Significant

clutter

SSignificant

clutter

5Significant

clutter

79

Page 80: Design and Evaluation of Advanced Electronic Cockpit

Please comnnt on how you mit like to rduce appoach chut clutte.

More on AdwhICh ut

1. Would you like to see the level of terain information on the AP incrased or decreased? Pleasecormment.

( ) Inreased ( )Decreased

2. Trade-offs exist between the presentation of terrain information and chart clutter. HOW shouldterrain information he presented? Some possibilities ate the depiction of "spot elevations'; i.e., heightof communication towers, prominent terrain features, or the depiction of trerrain contours in color.Pleas comment.

D. Operator Preferences

1. Do you use the IAP while landing in VFR conditions?

( ) Yes ( ) No

2. How do you use an LAP differently, if at all, if you are fa nfamiliar with the airport?

IS I I I S l I II Il l II II _

- I I II

_ _ .I I . I . . . II I

3. Does your company require you to brief an instrument approach procedure in a specified manner?

( )Yes ( ) No

4. If not, do you brief an instrument approach procedure the way you were initially trained?

( ) Yes ( ) No

5. Procedurally, do you brief a precision and non-precision approach procedure in the same manner?

( ) Yes ( ) No

The following page (Figure I1) contains a sample Jeppeson-Sanderson LAP. Please highlightin yellow the information you normally include in your approach brief, if applicable.

80

Page 81: Design and Evaluation of Advanced Electronic Cockpit

cNOT FOM NAVGATONraibroud Couatt o Your mlruIt AppracL BDri

Nan

,ao'A Sr

t4T1W

6a0

Figure II

81

I

I

l

!

-'AwW"

Page 82: Design and Evaluation of Advanced Electronic Cockpit

III APPROACH PLATE INFORMATION ANALYSIS

A. Purpose

Depending on company aining policy and/or aviation bagrnd piots/flight crews maygroup, and subsequently utilize, the im contained on an AP differently. We would like to

e-rmiine the instrument approach information pilots would pfer to have available to them as itpertains to phase of flight.

Individuals within the Aeronautical Systems Laboratory have subjectively divided aninstrument approach procedure into four phases of flight It should be noted here that the phases offlight remain constant for both precision and non-precision approaches. They are as follows:

1. Pre-Approach ( Prior to arrival in the terminal area)

2. Approach ( Excution of the approach procedure)

3. Missed Approach (If required)

4. Ground Operations ( Taxi for ake-off, tad to parking)

Assume IFR conditions, and flight operations conducted in a radar controlled environment.

B. Procedure

On each of the following pages ( Figures MI-IX ), sample Jeppeson-Sanderson precision andnon-precision approach plates are provided for each of the four instument approach phases of flight.

A. ILS 13R at Kennedy

You will be approaching from the north and can expect to receive vectors to interceptthe localizer.

B. NDB 4R to Newark

You will be approaching from the south and have been told to expect your ownnavigation direct to "Grity".

C. Directions

Please evaluate the information content of both the precision and non-precision AP as itpertains to phase of flight in the following manner:

Using the yellow highlighter, indicate the information you feel is critical to haveaccess to during the given phase of flight. For example, if you feel that it is critical to have missedapproach information available to you during the pre-approach phase of flight, highlight thisinformation.

Using the pink highlighter, highlight the information you would suppress if youhad the opportunity to customize the LAP for this particular phase of flight

* Please note that each piece of information contained on the plate does not have to behighlighted.

82

Page 83: Design and Evaluation of Advanced Electronic Cockpit

N(IT cI NAVIGAIWTONPhase ': PreApproach (Prior to entering te terminal area)

A. Precision Approach

t,, ,..w 1I28.7 2 , 117.7 sw, I15.4

,w wom *Wm m 12.4

Mwv -~ 119:1Gm 121.9

.ft ... e A.,.to riliuiN - -

NEW YORK, NY

KINNIDY INTL

ILS Rwy 13LLoc 111.5 ITI

.. d ._ -

['e ' 11. GA

42s, '

COMI derrmw rse Itx OMoe ,t ' kbwi NW t Or.. 2.3 N 174? bdn Nw t t.. Il.5 NA.

6r ftl' loei .t rw y croiitii.

1-l

htV 13'

_M SAp=Aok Climb to 500' then climbtng LEFT turn to 4000' outboundvi JPK VOI R-078 to OPK VOR and hold.

STI&IV.IN LAbOeG AWY I St C.AcL5LA¢:IICC'-s OLwW213',,, 1 263I 23O 1 ... ' § * Ia... 21'i, I D,,,, 263' ;so I -oA.- 600' 5f8?" __

L. ieTw/I

1:lT

24V *t

IW.Figure IIt

83

V --4&0

As 10,

Page 84: Design and Evaluation of Advanced Electronic Cockpit

NOIT OR NAVWCATWONPhb : PreApproach (Prior to enternlg the terminal area)

B. Non-Precision Approach

JzE3~N-N one a* 1i62 '7 M

-A,,,..., 13.7Ntow wi , 128.55,idmwI ,.. I 1 .3i,.w 121.8.,(t.e4w w s. 127.85

I _1.@o

''no

-. I- '57- --- ...

I %Y'

NEWARK, NJNEWARK INtl

NOB Rwy 4Rmoe 204 Z

552 , ., .A

i I·

. I

Al 4 2 ' AOS

,,,0. ,.. C.

IRNzs ... S c;, , :'fiw "*24

e ?eeteots

ISq

'"As.').

,S,%

-. ..

I

1- u

Q·P

P,

.6.4

amlry tm3000 1'039.._ I !

1'P Iolsco I _ I . .- o. I'scn~nOlO Ii. l..P *- r 18'

vaoAel WmIG Climb to 2000' ?"n climbing LEFT turn to 3000' inboundvia STW VON R- 121 to MORNS INT 3nd od.

Ir IN~r LAE1~I~G vv 41 C;C.E. TO.LM

,,.- 620 ,.J

*jev4OMv¾ '.5502'! '26 66O%: .41**l_ ,rla 16, * .50 ,, I L',o Y, 2 , I20' lor .3

&_4M eM4 P 4 1 _ .0 ·!'rU_., to j : .

c.AN S I * v-lM. : iV·-fidl .- 111·11 tqC. It 1 4 N &lltIGr $111

Figure

84

J

I3

_ ~ ~~~~~~~~~~~. .. ._ -

I III I I I II II l

-- "-- "

-�----�

,ii

I

Ilb\%:,

MMI

,lo'A

A'

Page 85: Design and Evaluation of Advanced Electronic Cockpit

NOT IF NAVIGATIONPbuhM I Approach

A. Precision Approach

Figure V

85

Page 86: Design and Evaluation of Advanced Electronic Cockpit

Phau It: Approach

B. Non-Precision approach

Figure VI

86

Page 87: Design and Evaluation of Advanced Electronic Cockpit

NOT F NAVGAIONPheiu m: Missed Approach

A. Precision Approacbh

-I I .

tAP 13'MAnu APmoAo Climb to 500' ,hen cltmbing LEFt turn to 4000' outboundvia JFK VOR R-07S to OPK VOR nd hold.

tMAIG04t. IN LANOImG a, I IL I ':Le.ra.LA

in-I

Figure

87

L

I

p

Page 88: Design and Evaluation of Advanced Electronic Cockpit

Phm IIl: Mbled Approach

B. Non-Precision Approach

Afnlvll I 15.7

r~ t,., 1118.3a,&, 121.0

S52'

N02'.*

A,,*.

TaU""O

,.,,, 620', do4'

Figure VmI

88

610A,

4

ma0

,s. ISul

\ t.' 1 742

),A1

a 4. .1

iSI

t

Page 89: Design and Evaluation of Advanced Electronic Cockpit

NOT I RPh 1 N dAVn rATIONPhase IV: Ground Operatlons

t ,sAm 128.72 4 11 7.7 '*t S114sow ON m* .i. 127.4

@ow,, 121.9

Tetgem ee

lit.#1

i

.m

a I?174

*24'

522'

-0

r. GUAIA-

I

ItR 4:.44

M I*X0. t nit IsPONtY

0o. I irl IL

o0M diesawe fme InK OMa'e T122' bwolds NW of "I..t2.3 NM I t74-' bwi4dinlWNW of M.. 2.S NM.,I >*"

101' hW _ *. Cl tV'* ,i.4dSM' lIt of tWt go"tI.l

*s 10so

t.7lrLK ILS

UM I5s 2 '4: 'I

I ,---q-

.0respelg 53'

i , i_ _s o 'g"" sML on 13'suMM AMqUA:c, Climb to 500' then cl mbng LFt turn to 4000' outbound

via JFK VOR R1078 to DPK VOII nd hoid.· LN IOIfG IWv I

1I · 263' :sa

Figure IX

89

IIII

I I

I

.,mn 1,_,, 1 19. 1

1I1'A

~II'

m ..

r

Page 90: Design and Evaluation of Advanced Electronic Cockpit

IV Electronic Approach Charts

A. Purpose

Replication of paper approach plates in electronic format may limit the amount of approachinformation available to the pilot due to litations in display technology. However, electronicappmoach plates may also prvide the pilot with the flexbility to select only desired approachinformation.

The following questions seek to determine your preferences regarding some of the optionscurrently available for electronic replication of approach plates, given the available technology.

1. Would you favor the replication of paper instrument approach plates in electronic format?

( ) Yes ( ) No

2. Would you feel comfortable using solely electronic plates with no paper approach plates availableas a back-up?

nsl i i i iii i i ii I ii iiiiii~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

iiii. . .. _ i_ _ iii

3. Two prototype designs for electronic approach plates are static and dynamic. The static plate is areplication of the paper chart with a north-up orientation while the dynamic chart has a moving mapplanform view similar to the EHSI and a track-up orientation. Which would you prefer and why?

I i i I II I III ~ ii~~~~

I I II IIII I I i i~~~~~~~~~~~~~~~~~~~~

III lB I II I I I I IIIII.

For the following three questions, "customizing" an approach plate refers to being able to select ordeselect approach iionnaon of your choice in an attnpt to have a "cleaner" prsenation withreduced chart clutter. Selection of irformadon could be accomplshed p to departure; however, allinformation would be contanty accessible to you at any time you desire to select it. Also, in the eventof a missed aproach, missed approach iformoaion will autonmtically be displayed.

4.Would you find it desirable to be able to customize your approach plate? Why?

( ) Yes ( ) No

5. Would this procedure cause a significant workload increase during the approach phase of flight?How?

( ) Yes ( ) No

9(

- -

Page 91: Design and Evaluation of Advanced Electronic Cockpit

6. Would y require the sae information dsplay if you we hand flying the approach as opposedto performing an autoflight approach? If yes, how?

( ) Yes ( ) No

7. Would a moving map display of the airpt be useful while taxiing to the gate?

( ) Yes ( ) No

Conclusion

The information you have ided will be extremely useful in our research. Yourparticipation in this survey is grady apciated

Please keep the highlighte, and retum the survey to us as soon as possible; preferably withinone week of receipt. Tin for your articialon!

91

Page 92: Design and Evaluation of Advanced Electronic Cockpit

Appendix B:

Phase I Evaluations

92

Page 93: Design and Evaluation of Advanced Electronic Cockpit

Revised 18 May 91

Phase I: "Post-Format"

To be Filled Out By Experimenter

Subject # (

Scenario # (

)

)

lAP Format Used:

0 Paper

O Full Static Electronic, Non-Selectable (Monochromatic)O[ Full Static Electronic, Non-Selectable (Color)

A.Task Rating the Chart

Using the rating scale discussed in the brief (and that you have in front of you), please rate how thethe chart helped you to perform the following tasks.

Please remember to rate the chart completely on its own merits; there are no right and wronganswers.

Rating Scale

1 2 3 4 5 6 7Better Your Worse

Chart

1. Do you find the chart to be acceptable?

Why?

Yes No

93

_ · I I_L

II ,

- -- -c-

Page 94: Design and Evaluation of Advanced Electronic Cockpit

2. TASK: "Shooting" the approach.

Rating Assigned:1 2 3 4 '5 6 7

Better Your WorseChart

3. TASK: General Orientation and "Situational Awareness"

Rating Assigned:1 2 3 4

Beuer YourChart

5 6 7Worse

4. TASK: Missed Approach (If applicable)

Rating Assigned:1 3' 4 5 6 7

Beuer Your WorseChart

Why?

94

Why?

Why?

- --

-

Page 95: Design and Evaluation of Advanced Electronic Cockpit

Revised: 18 May 91

Phase I Debrief

Part I: To be Filled Out By Experimenter

Date:

Subject #( )

IAP Formats Used:

O Full Static Electronic, Non-Selectable (Monochromatic)O Full Static Electronic, Non-Selectable (Color)

1. Ranking The Chart Formats

Please rank the three chat zs that you just flew (in order) from the most desirable (1) to the leastdesirable (3).

[ Paper

[ Full Static Electronic, Non-Selectable (Monochromatic)

E Full Static Electronic, Non-Selectable (Color)

** NOTE: It would be useful to have a picture available to the pilot to facilitate an easy comparison between the two.

1. In order to review each of the charts that you just flew, and based on the rankings that you justassigned, would you say that there is a single best and/or worst feature of each chart? Please comment.

A. Paper

Best

Worst

95

__

Page 96: Design and Evaluation of Advanced Electronic Cockpit

B. Full Static Electronic, Non.Selectable (Monochromatic)

BestI II ,Ill II . . . . . . .. . . . . . . . . . . . .. . ............. i , ,l, ,, ·......................

Worst

C. Full Static Electronic, Non-Selectable (Color)

Best.

Worst

2. General IAP Format Questions

1. Do you require both the AGL and MSL altitudes to be displayed on the profile view of the IAP in orderto safely execute the approach? If not, which altitude do you prefer and why?

Neither Agree0 Nor Disagree

0 Disagree a0 Strongly

Why?

96

StronglyAgree

StronglyDisagree

- -

Page 97: Design and Evaluation of Advanced Electronic Cockpit

2. Primarily, where do you look on the IAP in order to find the ILS frequency?

Why? .. . ._

3. In the minimums section of the IAP that you currently use, do you prefer to see minimums for allcategory aircraft, or would you desire to see only those minimums that pertain to your category aircraft?

Why?

97

_ _

_ __

Page 98: Design and Evaluation of Advanced Electronic Cockpit

Appendix C.

Phase II Evaluations

98

Page 99: Design and Evaluation of Advanced Electronic Cockpit

Revised 28 February 91

Phase II "Post-Format"

To be Filled Out By Experimenter

Date:

Subject # ( )

Scenario #( )

LAP Format Used:

O EFIS Integrated, Selectable (Color)

El Static Selectable (Color)[O Remote Dynamic, Selectable (Color)

I I I I I I I I I I I I llll_ I _

A. "Task Rating" the Chart

Using the rating scale discussed in the brief (and that you have in front of you), please rate how thechart just flown helped you to perform the following tasks.

Please remember to rate the chart completely on its own merits; there are no right or wronganswers.

1ating Scale

1 2 3 4 5 6 7Better Your Worse

Chart

1. Do you find this chart to be acceptable?

Why?

99

Page 100: Design and Evaluation of Advanced Electronic Cockpit

2. TASK: "Shooting" the approach.

Rating Assigned:2 3 4

YourChart

5 6 7Worse

3. TASK: General Orientation and "Situational Awareness"

Rating Assigned:1 2 3 4 5 6 7

Better Your WorseChart

Why?

4. TASK: Missed Approach ( If applicable)

Rating Assigned:1 2 3 4 5 6 7

Better Your WorseChart

Why?

100

Why?

1

Better

I--

Page 101: Design and Evaluation of Advanced Electronic Cockpit

5. TASK: Selecting and Deselecting Information

Rating Assigned:1 2 3 4

Better Your5 6 7

Worse

(Comment On theNumber of Switches)

Why?

B. General IAP Format Questions

Please answer the following questions with respect to the chart that you just used.

1. When flying in the worst conditions; i.e., at night in IFR conditions down to minimums, you wouldlike to fly an aircraft that is equipped with this type of electronic IAP.

StronglyEl Agree

Neither AgreeE[ Agree [ Nor Disagree El Disagree

StronglyDisagree

Why?

2. If the EHSI failed, you would have enough information available to orient yourself during each phaseof the approach.

Neither Agreel Agree ° Nor Disagree 0 Disagree a Strongly[-[sagne tl Disagree

Why?

101

Chart

StronglyE Agree

_

- I--

'I - -

--

Page 102: Design and Evaluation of Advanced Electronic Cockpit

3. This chart compelling enough that I found myself using it, instead of the needles, as the primary meansof navigation.

Neither AgreeO Agree O Nor Disagree

Disagr tronglyrO Disagree ° ~Disagree

Why?

102

Strongly[2 Agree

--

Page 103: Design and Evaluation of Advanced Electronic Cockpit

Phase II: DebriefRevised: 28 February 91

Part I. To be Filled Out By Experrnenter

Date:

Subject # ( )

LAP Formats Used:

0 EFIS Integrated, Selectable (Color)

O Static Selectable (Color)O Remote Dynamic, Selectable (Color)

r l [ i n

1 I [ [ l [

1. Ranking The Charts

Please rank the three charts that you just flew (in order) from the most desirable (1) to leastdesirable (3).

E EFIS Integrated, Selectable (Color)

I] Static Selectable (Color)

[ Remote Dynamic, Selectable (Color)

** NOTE: It would be useful to have a picture available to the pilot to facilitate an easy comparison between the two.

1. In order to review the charts, and based on the rankings that you just assigned, would you say that thereis a single best and/or worst feature of each chart? Please comment.

A. EFIS Integrated, Selectable (Color)

Best

Worst

103

I _I II - I - · I I __1�1� I I- _ I - r -I I _�

Page 104: Design and Evaluation of Advanced Electronic Cockpit

B. Static Selectable (Color)

Best

Worst

C. Remote Dynamic, Selectable (Color)

Best

Worst

2. Ranking the Charts

Now that you've had the opportunity to use each of the six charts, please rank them (in order) fromthe most desirable (1) to the least desirable (6).Note: Have pictures of each format

[j Paper

E- Full Static Electronic, Non-Selectable (Monochromatic)

D Full Static Electronic, Non-Selectable (Color)

-" ]EFIS Integrated, Selectable (Color)

L] Static Selectable (Color)

I Remote Dynamic, Selectable (Color)

Why?

104

_ _

Page 105: Design and Evaluation of Advanced Electronic Cockpit

4. Electronic IAP's

1. After your practical experiences here today, do you favor the replication of paper instrument approachplates in electronic format?

( ) Yes ( ) No

Why?

2. Do you trust the technology available today; would you feel comfortable using electronic IAP's with nopaper approach plates available as a back-up?

Why?

3. As you have experienced, two prototype designs for electronic IAP's are static and dynamic. The staticplate is a replication of the paper chart with a north-up orientation, while the dynamic chart has a movingmap planform view similar to the EHSI and a track-up orientation. Based upon your experiences heretoday, which do you prefer?

Why?

For the following three questions, "customizing" an approach plate refers to being able to select ordeselect approach information of your choice in an attempt to have a "cleaner" presentation with reducedchart clutter. Selection of information could be accomplished prior to departure; however, all informationwould be constantly accessible to you at any time you desire to select it. Also, in the event of a missedapproach, missed approach infornation will automatically be displayed.

4. Do you find it desirable to be able to customize your approach plate?

( ) Yes ( ) No

105

- --

e

- -

Page 106: Design and Evaluation of Advanced Electronic Cockpit

Why?

5. From your experience today, do you think that this procedure caused a significant workload increaseduring the approach phase of flight? How?

( ) Yes ( ) No

Why?

6. Would a moving map display of the airport be useful while taxiing to the gate?

( ) Yes ( ) No

Why?

, , , , ,

106

I - L-

Page 107: Design and Evaluation of Advanced Electronic Cockpit

Appendix D:

Statistical Analyses

107

Page 108: Design and Evaluation of Advanced Electronic Cockpit

Experimental Statistical Analyses

by

Ricardo Paxson

Mark Mykityshyn

Experimental Chart Task Ranking

A description of the statistical procedure used to determine pilot preferences

regarding specific tasks while using each of the experimental and prototype charts is

presented. Each subject "flew" two approaches using each experimental chart, and was

asked to provide his preferences regarding specific tasks. Preferences were ranked using a

7 point scale where the mid-point was suggested to be equivalent to the paper IAP currently

used. Since subjects "flew" two approaches using each chart, each approach was ranked

twice. The average of the two ranks was then used in the statistical analysis of each

respective task. Data was arranged according to task for each of the experimental and

prototype charts as depicted in the following table.

Subiect Paper Monochrome Color

1 4 2 1.5

2 4 4.5 2

3 3 2 1.75

4 3.5 4 2.5

5 4.5 6 4

6 2.5 4 1

7 5 4.5 2

8 3.5 5.5 4.25

9 4 3 1.75

10 4 4 2.5

11 4.5 3.5 1

12 4 4 4

Acceptability Task Ranking for Experimental Charts.

108

Page 109: Design and Evaluation of Advanced Electronic Cockpit

The objective of this statistical procedure was to determine any statistically

significant differences between the mean rank (across all subjects) for each chart. The

method used to examine differences between average ranks per task was a Paired t-test. A

Paired t-test is equivalent to performing a one-sample t-test; however, in order to compare

two means, the data used is the difference between one column (for example the ranks for

the Paper presentation) and the column desired to compare with. As such, the statistical

procedure is now equivalent to having one set of data. In order to determine if the means

are statistically different, the following hypothesis was used.

HO: A=O

Hi: A•O

"A" is the difference between the columns of data that are being compared. Acceptance of

the null hypothesis indicates that the means are statistically equivalent. However, if the null

hypothesis is rejected, we can conclude that the means for the two experimental charts (or

prototype charts) are statistically different.

Assuming that the probability distribution for the group is normal; i.e., that the

rankings obtained by the group for each task would be normally distributed, then the

sample's distribution follows a t-student. The data is therefore normalized to a t

distribution as follows.

_-dffnSd

In the equation, "d" is the average difference, n is the sample size (12 in this case)

and Sd is the sample standard distribution. The computed X, value is then compared to a t

distribution to verify that it is contained within the acceptance region, in which case we

accept the null hypothesis. If X is outside this region, the null hypothesis is rejected. A

typical t distribution showing the acceptance and rejection regions is presented in the

following figure.

109

Page 110: Design and Evaluation of Advanced Electronic Cockpit

Rejection Region Region Rejection Region

-t(n-l,l-a/2) t(n-l,l-a/2)

In the figure, the region of acceptance is defined as the area that sums to 1-ox

symmetrically around the mean. Therefore, the tails on both sides sum to

a. As is depicted in the figure, the acceptance criterion is the following.

|9 < ~tn-11 a

It can also be seen that the rejection criterion is the following.

A sample calculation is presented for reference. Using the data presented in the

previous table, the difference between Paper and Monochrome, and between Paper and

Color is computed. For each case, the average of the difference, as well as the sample

standard deviation is computed. The t-statistic is computed and compared to the t-

distribution. Using a 5% (a=.05) significance of the test and a sample size of 12, the

value for the t-distribution can be found from most statistics books. For this case

t12,1-0.025 = 2.201.

The computed lambda values were the following for each case described above.

110

Page 111: Design and Evaluation of Advanced Electronic Cockpit

Paired t-Test XI: paper task I

DF: Mean X - Y: Paired t value: Prob. (2-tail):

11 1-.042 1-119 1.9076 1

Paired t-Test XI: paper task 1 YI: color task 1

DF: Mean X - Y: Paired t value: Prob. (2-tail):

111 11.521 14.278 T.0013

Since the null hypothesis was accepted; i.e. the computed t-statistic was -0.119 and

was contained within -2.201 and 2.20, the Paper and Monochrome experimental charts

were equivalent. The Paper and Color charts were not equivalent since the t-statistic was

4.278 (>2.201). Therefore, the null hypothesis was rejected.

It can be concluded that the Paper and Monochrome experimental charts were

equally preferred. The Color chart was preferred over the Paper chart. Another

comparison between Monochrome and Color would complete the possibilities for

comparison sake. This comparison was completed, but has not been included. However,

since the paper and Monochrome charts were equally preferred and Color was preferred to

Paper, it followed that Color was preferred to Monochrome.

Analysis of Variance

The following procedure was used for the analysis of pilot performance data.

Response time to explicit performance questions that were asked during the approach was

the variable used to measure pilot performance. Videotapes of all cockpit communications

between the subject pilot, the PNF, and ATC were reviewed during a post run analysis in

which an experimenter used a stopwatch to record response times to each performance

question asked during Phase I. Even though response times were subjectively recorded,

care was taken to maintain a high level of consistency throughout the measurement process.

The average response time for question "A" for each experimental chart was tabulated

across all pilots and is depicted fro reference below.

111

Yl: mono task

Page 112: Design and Evaluation of Advanced Electronic Cockpit

[Subiect

1

2

3

4

5

6

7

8

9

10

11

12

Presenation Mode

Paper Monochrome Color

4.970000 4.190000 4.900000

11.340000 3.680000 5.280000

9.650000 3.700000 1.200000

14.720000 4.970000 9.750000

4.080000 15.160000 3.350000

4.080000 5.890000 6.310000

17.389999 7.130000 2.720000

6.170000 9.480000 1.730000

1.790000 1.660000 1.150000

3.630000 4.070000 3.660000

3.360000 6.290000 3.740000

6.090000 5.000000 1.710000

Response Times for Question A

A one way analysis of variance was conducted for each question in order to

determine any significant differences in pilot performance when using each experimental

charts.

A one factor linear statistical model was used to analyze the data.

y(ij) = g + fl(i) + e(ij)

In the above equation, y(ij) is the time observed for subject j in the i format, g is the

overall mean of all times measured (for each question), B(i) is the effect of the experimental

chart used, and e(ij) is the experimental error.

The statistical hypothesis that is tested in an analysis of variance is equivalent to the

statistical hypothesis that is tested in a t-test. However, it is tested across multiple samples.

Therefore, the null hypothesis being tested relates to the equality of the response times

averages for each chart.

Ho: g(paper)=gl(monochrome)=pg(color)

112

- 2

i~~~~~~~~~~~ I

Page 113: Design and Evaluation of Advanced Electronic Cockpit

Therefore, if the null hypothesis is rejected, it must be true that for at least one pair of the

charts being analyzed:

HI: pt(i)=gL('i)

(1) represents a deviation from the mean caused by the influence of each chart.

Therefore, if the above null hypothesis is true, it also must be true that:a

f (i)--Oi=l

Therefore, the statistical hypothesis can be rewritten as

follows:

Ho: 6(1)=B(2)= ....... =B(a)=OH1: B(i) = 0 for at least one i.

The procedure used to determine the truth of this hypothesis was Analysis of

Variance (ANOVA). This analysis consisted of partitioning the sources of variation that are

contained in the data, and is accomplished by calculating the sum of squares. The total sum

of squares for the experimental matrix was computed as follows:

a n

SST=E E (Yj-Y..)i=l j=l1

In the statistical model, it was assumed that it is possible to partition nis measure of

variability into two different sources; different experimental charts, and the experimental

error.

SST = SSTREATMENTS + SSE

In the statistical model, SS(treatments) is the sum of squares of the treatments.

SS(E) is the source of variability due to experimental error, plus any other effect that was

not explicitly accounted for in the statistical model, but that might contribute to the

variability of the data. The sum of squares for the treatments was computed as follows:

a

SS TREATME=I -nX (-y,. i l 2i=1

113

Page 114: Design and Evaluation of Advanced Electronic Cockpit

In the above equation, a period (subscript) denotes summation over the index it

replaces. As such, Yi. denotes the summation over subjects; therefore, the above

expression is simply the difference of average time per chart and the overall average

squared multiplied by the number of subjects. Once the sum of squares of the treatments

was obtained, the sum of squares for the error term can be found by subtracting the

treatments sum of squares from the total sum of squares:

SSE = SST - SSTREATMES

The mean sum of errors was computed by spreading the sum of errors over all the

error degrees of freedom, which was done for each variable. Therefore, in order to

compute the mean square of the treatments, SSTREATMENTS was divided by the degrees

of freedom of the treatments.

MSmm,, = ;SSRZATMEN'a-i

In order to test the hypothesis, the statistical model

previously described was assumed. Accordingly, it is assumed that the residuals e(ij) are

normally and independently distributed with mean zero and variance a2 , and that the

observations y(ij) were normally and independently distributed with mean g + t and

variance a 2. Therefore, the sum of squares divided by the variance c 2 is distributed like a

chi-square with the respective degrees of freedom. If the null hypothesis is true, then

SS(treatments)/c2 would be chi-square distributed with (a-l) degrees of freedom. As

such, the mean square of the TREATMENTS. and the residual would be independent.

Under these circumstances, if the null hypothesis is true, the ratio of the treatment and error

mean squares is F-distributed with a-i and N-a degrees of freedom. By comparing the

ratio of these means to the F distribution, a determination can be made as to wether or not

to accept the null hypothesis.

The first step in the procedure was to verify the assumption of normality. In order

to investigate if this assumption is satisfied, various tests were performed. Only one such

test was performed with satisfactory results. This test consisted of plotting a histogram of

the residual term e(ij). It was convenient to first standardize these residuals by plotting

the histogram for d(ij) instead of e(ij) where d(ij) is given by:

114

Page 115: Design and Evaluation of Advanced Electronic Cockpit

dij = . ..

The mean of the new probability distribution remained unchanged, but the standard

deviation became one. Usually, most data must fall within 3 standard deviations from the

mean to remain within the normality assumption. A sample histogram using performance

question "B" is presented below.

Histogram of X: Column 2

-2 -1.5 -1 -. 5 0 .5 1 1.5 2 2.5 3 3.5

Column 2

This is a typical histogram of the data that was analyzed. Note the occurrence of the

bar at 3.25 standard deviations from the mean. This represents a potential outlier. The

statistics for this distribution are the following:

X1: Column 2Mean: Std. Dev.: Std. Error: Variance: Coef. Var.: Count:

1-1.257E.7 1.971 1.162 1.943 I-7.726E8 136 IMinimum: Maximum: Range: Sum: Sum Squared: # Missing:

-1.631 13.393 15.024 1-4.526E-6 133.021 0I

Note from the figure that the mean is nearly zero, and the standard deviation is 0.971.

This value is close enough to a normal distribution so as to proceed with the analysis of

variance. It should be noted that additional tests such as checks for the independence of the

variables in the statistical model were not completed.

115

1

1

Page 116: Design and Evaluation of Advanced Electronic Cockpit

After conducting analysis of variance on all questions, it was found that only in

question "I" (obstruction information) the means of the treatments were significantly

different. The ANOVA table for this question is the following:

One Factor ANOVA-Repeated Measures for X ... X12

{Mf. QiIm nf 'tnlnrae. Mann Qnl nra .tA-et 0 ,, ,.-v 1 1-v I . 11! VEn ¥~UIAlg. I! 1 ~,~U-, I v-u,.-

Between subjects 2 340.133 170.066 3.912 .0299Within subjects 33 1434.761 43.478

treatments 11 412.365 37.488 .807 .6336residual 22 1022.396 46.473

Total 35 1774.894

Reliability Estimates for- All treatments: .744 Single Treatment: .195

The F statistic for 95 % significance was 3.293. Since Fo is 3.912 for question

"r', it was concluded that the mean response time was statistically different between at least

one pair of charts.

In order to determine which means within the group are different, a Duncan test

was performed. The results from the Duncan test suggest that there is no difference in the

means between the Paper and the Monochrome chart but that both are different than the

Color chart. The mean response time for this question is depicted below.

Paper Monochrome Color

8.72 9.53 2.64

Therefore, it was concluded that Color had a faster response time than the other charts.

116

ON Il rna