Instrument Rating Training: Honing the BAI-Blade and Introducing Approaches

Things are starting to get a little more interesting!

The following two weeks of instrument training since beginning on the 13th of June were very productive! In fact, since the first lesson on basic attitude flying, I managed to fly (or log time in a sim) nine times within a two week period. Paradoxically, the best way to save time and money while pursuing any rating or certificate is to fly as often as your schedule and instructor availability allow for. By building on top of previous lessons quickly, you forget less over time and refine technique without letting the concepts lapse. (In psychology, this is referred to as the Ebbinghaus forgetting curve and is a fundamental topic that is taught to flight and ground instructors. We’ll cover that one at another time…)

The way that Doug has been introducing new instrument flying concepts is layering something new on top of old topics. So, day one was all about basic attitude flying: turns and basic navigation with reference only to the instruments. Then we started introducing wind correction and course tracking — keeping the CDI needle aligned and centered under less-than-perfect conditions (hint: it’s always less than perfect out… especially with IFR weather!).

Once Doug was satisfied enough with my BAI flying and being able to control the airplane with foggles on, it was time to introduce basic procedures. The first procedure we started with were holds and hold entries. The FAA makes a big production out of the proper entry type for holds on the written, but holds are also important in the sense that procedure turns in approaches are basically the same thing as a hold. Holds aren’t terribly difficult in of themselves; unless otherwise stated, a hold has a fix and the legs are supposed to be one minute in length each. The GPS in my plane makes holds incredibly easy to manage, but we still timed each leg one minute using a timer before conducting a standard rate turn 180 degrees. One thing that I need to get better at is tightening up the inbound leg turn so that I’m not overshooting into the nonholding side…

Anatomy of a hold. Things get more interesting when you factor in wind correction.

After introducing altitude changes into holds, we reviewed the VOR-A approach into Danielson. My plane has two VORs in addition to the GPS, so it makes for a very capable instrument trainer. I actually like VOR approaches, as I learned how to fly them back when I had a Cessna 172K with only two VOR receivers.

As of mid-2020, KLZD only has a single instrument approach (the VOR-A depicted here).

The VOR-A into KLZD is relatively simple on paper, but it’s actually a somewhat challenging approach. You start with a hold at the Putnam VOR no lower than 2600 feet (ie, a procedure turn), and then you turn inbound to the 211 approach course. This point represents your final approach fix and you descend to an MDA of 1120 feet MSL, with obstructions all around. The approach dumps you perpendicular to the runway and your only option for landing is to circle to either 13 or 31. A missed approach has you climb back to 2600 and head back to the Putnam VOR and hold.

We were to fly this approach in my plane, but a thunderstorm popped up right in our flight path before we took off (realities of summer). Thankfully, AirVentures has a basic aviation training device — in other words, a certified computer with a flight simulator program on it. A BATD can be used for up to ten hours of simulated instrument training, so if the weather is too bad for us to go flying, we can still get useful time out the day! I shot the approach into Danielson using the sim and worked on VOR tracking.

Doug had to go on a multi-day trip, so he left me to my own devices for a few days. You need forty hours of simulated instrument time to take the checkride but twenty five of those hours can be accumulated with a safety pilot — in other words, it doesn’t have to be done with an instructor, but it can be done with other private pilots. I have two friends (both commercial pilots and instrument rated) that are happy to provide safety pilot time, and once I had something to work on (ie, the approaches), it was a no-brainer to get them engaged.

Holding altitude, being precise, and demanding excellence

While flying with my friend Bill, we shot two VOR approaches (VOR-A LZD, VOR-B SFZ) and a localizer approach (LOC 05 SFZ) as well as two RNAV approaches into 23 SFZ (ignoring the glideslope and using LNAV minimums). During this time, I got myself down to the MDA, but flew below the MDA a handful of times. The MDA is a minimum descent altitude, meaning that by busting through the altitude assigned to the MDA, I would flunk the checkride. The ACS states the following:

“For the final approach segment, maintain no more than a 3/4-scale deflection of the CDI, maintain airspeed +/- 10 knots, and altitude, if applicable, above MDA, +100/-0 feet, to the Visual Descent Point (VDP) or Missed Approach Point (MAP).”

The ACS (Airman Certification Standards) has replaced the old PTS for most certificates and ratings. It prescribes the expected knowledge, risk assessment, and skills expected from an airman applicant, and is in essence an open-book test. No surprises, which means no excuses…

A side note about a pilot’s certificate being “a license to learn”: it’s critical that as pilots, we demand excellence from ourselves and not be complacent with lax tolerances. In VFR flying, being sloppy with your altitude or heading leads to sloppy performance further into the flight. In IFR flying, sloppy flying will get you violated or worse, careening into terrain or other obstruction. The message here is even if you’re not a professional pilot, strive for professionalism. I’m certainly not perfect at this, nor is any weekend warrior private pilot, but the constant pursuit should be ever present. We owe it to ourselves and to our passengers, and in fact, this is why I am pursuing an instrument rating in the first place.

Conclusion

The biggest takeaway that I have had so far is that the parts that will eat non-proficient instrument pilots alive are the transitions. Takeoff to cruise is a transition, cruise to approach is a transition, and approach to landing is a transition. Each one of these segments has a sudden burst of workload and it’s up to the instrument pilot to manage them appropriately. The biggest and most important task, however, is to maintain positive aircraft control through these transitions. That is why there has been so much emphasis on basic attitude instrument flying, so far. As the time and lessons have progressed, I have been tasked with doing more and more items that an instrument pilot would be expected to do. The “big picture” is starting to come into focus as I become more proficient and comfortable with being a pilot without reference to the ground. Stay tuned for what comes next: flying in the actual clouds…

Instrument Rating Training: Learning to Fly All Over Again!

One of my 2020 New Years Resolutions was to finally stop talking about how I wanted to get an instrument rating and to actually go and get it done. With the COVID-19 pandemic injecting chaos across the world, cancelling all of my work trips and with me working from home, this seemed like the ideal time to make this happen. My plane came out of annual in April, I flew for a couple of months, and decided to make good on my journey.

A little background: I had actually started training for the instrument rating about five years prior, going so far as to take the written exam and to start taking some lessons. My head was unfortunately not in the game as much as it should have been, and I was not in a position to fly as often as the instrument rating training regiment really demands. The adage of “fly as often as you can” rings true. So, I let my training lapse and pretty much had to start from the beginning once more.

The Written Exam

The IRA (Instrument Rating – Airplane) written exam is known for being pretty challenging. I got a 93% thanks to Sporty’s, Sheppard Air, and being heads-down for a week and a half.

Before starting to train in earnest, I decided to focus all my efforts on passing the written exam first and foremost. There is a two year timer for passing your checkride that begins once you pass the written exam; whether real or perceived, this timer gives me a sense of urgency to take my flying seriously and to focus.

After researching various home study course options for the written, I purchased the Sporty’s Instrument Rating course. There are other perfectly fine options out there, including the ever-present King courses, free options on Youtube, and some others, but I picked Sporty’s for two reasons:

  1. The material seems up to date and well presented. The presentation itself is professional and accessible.
  2. Sporty’s makes their content easily accessible and synced across multiple devices. While my PC is usually my primary method of studying, I have a Roku and there is a Sporty’s channel that you can add. I found myself using the Roku channel for learning almost exclusively after a couple of hours, and then I would use the smartphone app to take post-lesson quizzes.

After finishing the Sportys course, I used Sheppard Air for test prep. I would say that I was prepared to pass the written after finishing the Sporty’s course but Sheppard Air helped me identify the gaps that I had. I started studying with Sporty’s on May 28th, purchased Sheppard Air on June 1, and passed my written with a 93 on June 9. Twelve days from zero to hero wasn’t a bad turnaround, I’d say!

The topics that I found myself having the most difficulty prior to the test were related to hold entries and “which airplane are you based on this HSI readout”. For the HSI questions, I found this blog article particularly useful, and for hold entries I used a hold entry circular calculator to help visualize everything.

A holding pattern entry calculator like this one can really help visualize entries and will help you score a few extra points on the written.

I don’t know the exact questions I got wrong, but the FAA tells you the knowledge topic codes of the questions that you got wrong, which you can then cross reference with the Airman Certification Standards. In my case, I had five incorrect answers. They were on the topics of:

  • temperature (IR.I.B.K3c)
  • personal weather minimums (IR.I.B.R1b)
  • IFR airworthiness, to include airplane inspection requirements and required equipment for IFR flight (IR.II.C.K2)
  • Determine airplane position relative to the navigational facility or waypoint (IR.V.A.S2) (I’m assuming this was one of those HSI questions!)
  • Procedures and limitations associated with a precision approach, including determining required descent rates and adjusting minimums in the case of inoperative equipment (IR.VI.B.K1)

Prior to receiving an endorsement to take the practical exam (checkride), the CFII will ensure that any missed FAA knowledge test questions are remediated (ie, they’ll ensure that those topics you missed are gone over).

After the pass, I let my instructor know I was ready to begin in earnest and we agreed to start flying as often as our schedules would allow. Time to get out of the books and into the cockpit…

Day 1 of Instrument Flight Training: Basic Attitude Flying: Ground Lesson

Lesson 1 was on the 13th of June. We had a brief ground lesson before flying where Doug emphasized that the number one issue that pilots run into in IFR flying is having a weak instrument scan. This can manifest in a variety of ways, including fixation on things like the airspeed indicator or turn coordinator, or just not switching your focus between instruments often enough. Another problem that occurs is incorrectly interpreting what the instruments are telling you. The attitude indicator is the only instantaneous source of information that we have that tells us what the plane is doing; chasing the altimeter or directional gyro and fixating on them is how we find ourselves deviating from our assigned altitude or finding ourselves overshooting our course. The result of “chasing the needles” is a course or altitude track that oscillates from where we want to be. Another big problem that instrument pilots run into is a loss of situational awareness. Now with modern avionics (which I am lucky enough to have in the form of a GTN 750) and with EFBs, instrument pilots have more access to information than available ever before, and they should be used during your instrument scan.

The golden rule, as Doug put it, is always know your heading. We will be making liberal use of the heading bug, and any time you are assigned a heading, we will be bugging it.

If a deviation does occur, we don’t want to over-correct; this is how an unstable situation arises and how those oscillations that we spoke of manifest. What we do instead is correct to neutral; that is, get back onto the course or stop the climb/descent, and then apply correction as necessary. This also applies to wind correction, as we were about to find out during our flight.

Finally, Doug said that boiled down, instrument flying is not just about maintaining control of the aircraft via a rock-solid instrument scan and maintaining situational awareness, but it is doing those things successfully during transition points. Takeoff transitions to the en-route phase, en-route transitions to the terminal phase, and the terminal phase transitions to landing. Each of these points is a “hot spot” for pilots, and being able to tackle these transitions is key to safe IFR flying.

With our ground lesson out of the way, we went to the plane for our flight!

Day 1 of Instrument Flight Training: Basic Attitude Flying: Flight Lesson

The conditions at North Central State Airport were winds flitting between variable and out of the north at around six to nine knots, scattered clouds at 6000 feet. There existed a cold front off the coast that was moving away to the south, and visibility was excellent. After starting the engine, we programmed the GTN750 to have a flight plan from KSFZ, the PUT VOR, the ORW VOR, the SEY VOR, and then back to KSFZ. We also explored the screen setup of the GTN750; I am constantly amazed at how much information that this unit can display, and how versatile it is. We set up the screen to have a variety of IFR related functions on it, including ground speed, time to next waypoint, and a few other things.

We took off from runway 33 at North Central, the shorter of the two runways at 3200 feet, but more than sufficient for the Archer II. Shortly after reaching 1400 feet, Doug had me put on the foggles and we began. We worked on my scan and setting appropriate power settings for different phases of flight (2300-2400 RPM for cruise, 2000 for cruise descent), and we worked on different maneuvers, including standard rate and half-standard rate turns (more than 30 degrees of directional change? Standard rate. Less than 30? Half standard.), leveling off from climbs, and so on. This all involves a rock-solid instrument scan, and I found myself focusing mostly on the attitude indicator. Despite us encountering light chop the entire flight, I found myself able to maintain a reasonably precise heading and altitude at all times, even after “transitions”. Certainly not checkride ready, of course, but there does seem to be some truth to all of this “trust the instruments” stuff 🙂

A beautiful day out… and I couldn’t look outside! Pic taken by CFII near Block Island

Other things of note on this flight: the vacuum-driven directional gyro has a tendency to drift. You must set the DG every fifteen minutes or so to ensure you’re on the correct path, and this requires you to be in straight-and-level, unaccelerated flight to check against the magnetic compass. Other thing of note: when in approach, you should be configured for landing well ahead of time. By the time that we were approaching KSFZ and Doug had me take the foggles off, I was pretty fatigued from the constant instrument scan (which did degrade after a while, something that I was warned would happen), and found myself diving at the runway because I delayed putting in flaps and taking power out. Staying ahead of the airplane is critical!

We landed and wrapped up for the day with 1.4 hours logged, 1.3 simulated instrument. All in all, it was a successful end to our flight and we scheduled the next lesson in a few days time.