|Igor Sikorsky in his VS-300 helicopter|
On May 13, 1940, Russian American aviation pioneer Igor Ivanovitsch Sikorsky made the maidenflight with his newly developed helicopter VS-300, which led to the R-4, the world’s first mass-produced helicopter in 1942. Sure we all know helicopters today. They have become an everyday object, although not everybody of us already had the chance to fly with a helicopter. Actually, I had the pleasure to fly as helicopter passenger during my time of service in the airforce. I really enjoyed flying on a low profile following the terrain, being also able to look down through the glass that was part of the bottom of the aircraft.
The principle of a helicopter is that its wings are not fixed as for a plane. Instead the wings move (rotate) and create a lift. Thus, the helicopter is able to fly also vertically. The principle behind a helicopter actually is rather old. The earliest references for vertical flight have come from China. Since around 400 BC, Chinese children have played with bamboo flying toys. This bamboo-copter is spun by rolling a stick attached to a rotor. The spinning creates lift, and the toy flies when released. It was not until the early 1480s, when Leonardo da Vinci created a design for a machine that could be described as an “aerial screw”, that any recorded advancement was made towards vertical flight. His notes suggested that he built small flying models, but there were no indications for any provision to stop the rotor from making the craft rotate.
In 1861, the word “helicopter” was coined by Gustave de Ponton d’Amécourt, a French inventor who demonstrated a small, steam-powered model. While celebrated as an innovative use of a new metal, aluminum, the model never lifted off the ground. In 1906, two French brothers, Jacques and Louis Breguet, began experimenting with airfoils for helicopters. In 1907, those experiments resulted in the Gyroplane No.1. Although there is some uncertainty about the dates, sometime between 14 August and 29 September 1907, the Gyroplane No. 1 lifted its pilot into the air about two feet (0.6 m) for a minute. The Gyroplane No. 1 proved to be extremely unsteady and required a man at each corner of the airframe to hold it steady.
Helicopters were developed and built during the first half-century of flight, with the Focke-Wulf Fw 61 being the first operational helicopter in 1936. The Fw 61 broke all of the helicopter world records in 1937, and Nazi Germany used helicopters in small numbers during World War II for observation, transport, and medical evacuation. But it was not until 1942 that a helicopter designed by Russian-born engineer Igor Sikorsky reached full-scale production, with 131 aircraft built. By the time Igor Sikorsky competed with Lawrence LePageto to produce the U.S. military’s first helicopter. LePage received the patent rights to develop helicopters patterned after the Fw 61, and built the XR-1, an early American twin-rotor helicopter, winner of a United States Army Air Corps design competition held in early 1940. But, the flight testing of the XR-1 proved troublesome.
Meanwhile, Sikorsky settled on a simpler, single rotor design, the VS-300, which turned out to be the first practical single lifting-rotor helicopter design. After experimenting with configurations to counteract the torque produced by the single main rotor, Sikorsky settled on a single, smaller rotor mounted on the tailboom. The cyclic control was found to be difficult to perfect, and led to Sikorsky locking the cyclic and adding two smaller vertical-axis lifting rotors to either side aft of the tail boom. By varying pitch of these rotors simultaneously, fore and aft control was provided. Roll control was provided by differential pitching of the blades. In this setup, it was found that the VS-300 couldn’t fly forward easily and Sikorsky joked about turning the pilot’s seat around. Sikorsky fitted utility floats (also called pontoons) to the VS-300 and performed a water landing and takeoff on 17 April 1941, making it the first practical amphibious helicopter.
Developed from the VS-300, Sikorsky’s R-4 was the first large-scale mass-produced helicopter, with a production order for 100 aircraft. The R-4 was the only Allied helicopter to serve in World War II, when it was used primarily for rescue in Burma, Alaska, and other areas with harsh terrain. Total production reached 131 helicopters before the R-4 was replaced by other Sikorsky helicopters such as the R-5 and the R-6. In all, Sikorsky produced over 400 helicopters before the end of World War II.
At yovisto you can learn more about the history of early helicopters in a short documentary produced for Encyclopedia Britannica, now part of the Prellinger archive on Helicopters from 1953.
References and Further Reading:
- A surviving exemplar of the VS-300 on display at the Henry Ford Museum
- A popular mechanics articles on early helicopters from 1936
- The FockeWulf FW61 helicopter
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