One spring day in 1962,
test pilot Louis Schalk, employed by Lockheed Aircraft Corp., took off from the Nevada desert
in an aircraft the like of which had never been seen.
The long, slim aircraft
sported two enormous jet engines, a long, sharp,
projecting nose, and
swept-back wings that appeared far too short
to support the fuselage
in flight. This revolutionary airplane could fly at three times the speed of
sound for more than 3,000 miles without refueling. Toward the end of its flight,
when fuel began to run low, it could cruise at over 90,000 feet.
The aircraft had been designed and built for reconnaissancea
projected successor to the U-2. Its development had
been carried out in profound secrecy.
Despite the numerous designers, engineers, skilled and unskilled workers, administrators,
and others who had been involved in the affair, no authentic accounts, and
indeed scarcely any accounts at all, had leaked. Many
aspects of the planes development
have not been revealed to this day, and many are likely to remain classified
for some time.
The official designation of the aircraft was A-12.
It came to be called Oxcart, a
code word also applied to the program under which it was developed. This remarkable
airplane no longer flies, but it left a legacy of technological achievement
that points the way to new projects. It became the
progenitor of a similar but less
sophisticated reconnaissance vehicle called the SR-71, whose existence is well
known.
Beyond the U-2
The U-2 dated from 1954, when its development began
under the direction of Richard M. Bissell of the CIA.
In June 1956, the aircraft became operational,
but officials
predicted that its useful lifetime flying over the USSR could not be much greater
than two years. Its first flight over Soviet territory revealed that the Soviets defense
warning system not only detected the U-2 but tracked it quite accurately. Nevertheless,
it remained a unique and invaluable source of intelligence information for
almost four years until Francis Gary Powers was shot down near Sverdlovsk on
May 1,
1960.
Even as the U-2 commenced its active career, efforts
were under way to make it less vulnerable. The hope
was to reduce the vehicles radar cross section
so it would be more difficult to detect. New developments in radar-absorbing
materials achieved considerable success, though not enough to solve the problem.
Various far-fetched designs were explored, most of them seeking to create an
aircraft capable of flying at extremely high altitudes at relatively slow speeds.
None proved practical.
Eventually, in the fall of 1957, Mr. Bissell contracted
for an operations analysis to determine how the probability
of shooting down an airplane varied with the
planes speed, altitude, and radar cross section. The analysis demonstrated
that supersonic speed greatly reduced the chances of detection by radar. The
probability of being shot down was not, of course, reduced to zero, but the
supersonic line of approach was eminently worthy of serious consideration.
From then on, attention focused increasingly on the
possibility of building a vehicle that could fly
at extremely high speeds and altitudes and would
also
incorporate the best radar-absorbing capabilities. Lockheed and the Convair
Division
of General Dynamics were informed of the general requirements, and their designers
set to work without a contract or government funds. From fall 1957 to late
1958, the designs were continually refined and adapted.
Late in November 1958, a CIA review panel held a crucial
meeting and agreed that it appeared feasible to build
an aircraft capable of speeds and altitudes
that
would make it virtually undetectable by radar. The panel recommended asking
President Dwight D. Eisenhower to approvein principlefurther development
of the project and to make funds available for more studies and tests.
The President and his scientific advisor, Dr. James
Killian, were already aware of the research, and
the President gave his approval. Lockheed and Convair
were then asked to submit definite proposals, and funds were made available.
The project
took on the code name Gusto.
Less than a year later, proposals from the two companies
were essentially complete, and in July 1959, the
President was again briefed. His final approval allowed
the program to proceed.
The Start of Oxcart
The next major step was to choose between the Lockheed
and Convair designs. In August 1959, specifications
of the two proposals were submitted to a DoD/USAF/CIA
selection panel [see box]. The Lockheed design was selected, Project Gusto
was
terminated, and the program to develop a new U-2 follow-on aircraft was named
Oxcart. In September, the CIA authorized Lockheed to proceed with antiradar
studies, aerodynamic structural tests, and engineering designs, and in January
1960 gave
the green light to produce twelve aircraft.
Pratt & Whitney Division of United Aircraft Corp.,
which had been involved in project discussions, undertook
to develop the A-12s propulsion system.
The J58 engine, to be capable of a speed of Mach 3.0, had been sponsored originally
by the US Navy for its own purposes, but Navy interest in its development was
diminishing, and the Secretary of Defense had decided to withdraw from the
program at the end of 1959. The engine would be further
developed and optimized for a
speed of Mach 3.2.
The primary camera manufacturer was Perkin-Elmer.
Because of the complexity of the design, a backup system
might be necessary if the Perkin-Elmer design
ran
into production problems. Eastman Kodak was also asked to build a camera. Minneapolis-Honeywell
Corp. was selected to provide the inertial navigation and automatic flight
control systems. The Firewell Corp. and the David Clark Corp. became the prime
sources
of pilot equipment and associated life-support hardware.
Lockheeds designer was Clarence L. Kelly Johnson,
creator of the U-2. He called his new vehicle not A-12
but A-11. Its design exhibited many
innovations.
Models of the A-11 were tested and retested, adjusted
and readjusted during thousands of hours in the wind
tunnel. Mr. Johnson was confident in his design,
but no
one could say whether the bird would fly, let alone whether it would fulfill
the demanding requirements laid down for it. Supersonic airplanes pose many
design problems. Their payload-range performance is highly sensitive to engine
weight,
structural weight, fuel consumption, and aerodynamic efficiency. Small design
mistakes can lead to large errors in performance.
New Materials, New Methods
To make the drawings and test the model was one thing;
to build the aircraft was another. Most problems arose
from the simple fact that when the aircraft
flew at its designed speed, its skin could reach temperatures of more than
550° Fahrenheit.
No metal hitherto used in aircraft production could withstand such extreme
temperatures. Metal that could do so was too heavy.
During the design phase, Lockheed evaluated many materials
and finally chose a titanium alloy, a strong, relatively
lightweight material resistant to high
temperatures. Titanium was scarce and very costly. Methods for milling it and
controlling its quality were not fully developed. Some eighty percent of the
early deliveries from Titanium Metals Corp. were rejected. Not until 1961,
when CIA officials informed Titanium Metal Corp. of the objectives and high
priority
of the Oxcart program and gained their full cooperation, did the titanium supply
become consistently satisfactory.
This solved only an initial problem. One of the virtues
of titanium is its exceeding hardness, but this very
characteristic makes machining and shaping
the material
difficult. Drills that worked well on aluminum soon broke. New ones had to
be devised. Assembly-line production was impossible; each aircraft of the small
Oxcart fleet was, so to speak, turned out by hand.
Since every additional pound of weight was critical,
adequate insulation was out of the question. The
inside of the aircraft would be like a moderately
hot oven. The pilot would have to wear a kind of spacesuit, with its own cooling
apparatus, pressure control, oxygen supply, and other necessities. The fuel
tanks,
constituting by far the greater part of the aircraft, would heat to about 350° F.,
so that special fuel had to be supplied and the tanks rendered inert with nitrogen.
Lubricating oil was formulated for operation at 600° F.
and contained a diluting agent in order to remain fluid
at operation below 40° F. Insulation
on the planes intricate wiring soon became brittle and useless. During
the lifetime of the Oxcart, no better insulation was found; the wiring
and related connectors
required special attention and handling.
The camera window posed its own problems. The Oxcart
was to carry a delicate and highly sophisticated
camera that would look out through a quartz glass
window. There could be no optical distortion, despite the great heat to
which the window
would be subjected. The equipment needed to be resistant to high temperature,
and there could be no temperature fluctuation throughout the window area.
It took three years and $2 million to arrive at a satisfactory solution.
The program
scored one of its most remarkable successes when the quartz glass was
successfully fused to its metal frame by an unprecedented
process involving high-frequency
sound waves.
Another major problem was to achieve the desired low
radar cross section. The airframe areas giving the
greatest radar return were the vertical
stabilizers, the engine inlet, and the forward side of the engine nacelles.
Researchers
studied ferrites, high-temperature-absorbing materials, and high-temperature
plastic
structures to find methods to reduce the return. The vertical tail section
fins were constructed from laminated plasticthe first
such material used for an important part of an aircrafts structure.
With these changes in structural materials, the A-11 was redesignated
A-12.
To test the effectiveness of antiradar devices, a
small-scale model is inadequate. Only a full-size mockup
will
do. Lockheed accordingly built
one and, as early
as November 1959, transported it in a specially designed trailer hundreds
of miles from the Burbank plant to the test area. There it was hoisted
to the
top of a pylon and looked at from various angles by radar. Tests and
adjustments went on for a year and a half before the results were deemed
satisfactory.
Choosing a Base
One thing to be decided in the earliest stages of
the program was where to base and test the aircraft.
Lockheed
clearly could not do it at Burbank,
where the
aircraft were being built, if for no other reason than its runway was
too short.
The ideal location would be remote from metropolitan
areas, well away from civil and military airways,
easily accessible by air, blessed with
good
weather year-round,
capable of accommodating large numbers of people, equipped with fuel
storage facilities, close to an Air Force installation, and furnished
with a runway
at least 8,000 feet long. No such place seemed to exist.
Ten Air Force bases programmed for closure were considered,
but none provided the necessary security, and annual
operating costs at most of
them would
be unacceptable. Edwards AFB, Calif., seemed a likely candidate, but
in the end
it was passed
over. A secluded site in Nevada was finally chosen. It was deficient
in personnel accommodations and fuel storage, and its long-unused runway
was
inadequate,
but security was good or could be made so, and a moderate construction
program could
provide sufficient facilities.
Construction began in September 1960 and continued
on a double-shift schedule until mid-1964. One of
the most urgent tasks was to build the
runway. According
to initial estimates of A-12 requirements, it had to be 8,500 feet long.
The existing asphalt runway was 5,000 feet long and incapable of supporting
the
weight of the A-12. The new runway was built between September 7 and
November 15, 1960,
and involved pouring more than 25,000 yards of concrete.
Another major problem was to provide some 500,000
gallons of PF-1 aircraft fuel per month. Neither storage
facilities nor a means of transporting
fuel existed.
Trucking in fuel was the most economical solution and could be made feasible
by resurfacing no more than eighteen miles of highway leading into the
base.
Three surplus Navy hangars were obtained, dismantled,
and erected on the north side of the base. More than
100 surplus Navy buildings were
brought
on base
and prepared for occupancy. By early 1962, a tank farm with a capacity
of 1,320,000 gallons was ready. Warehousing and shop space were begun
and older
buildings
repaired. The essential facilities were ready for the forecast delivery
date of Aircraft No. 1 in August 1961.
The facilities were ready, but the aircraft were not.
Delivery was originally promised for the end of May
1961, but the date slipped to August, largely
because of Lockheeds difficulties in procuring and fabricating
titanium. Pratt & Whitney
had unexpected trouble in bringing the J58 engine up to Oxcart requirements.
In September 1961 Pratt & Whitney informed Lockheed
of continuing difficulties with the J58 engines
weight, delivery, and performance. Completion date
for Aircraft No. 1 by now had slipped to December 22,
1961, and first flight
to February 27, 1962. Even by this last date the J58 would not be ready,
so it was decided that a Pratt & Whitney J75 engine,
designed for the F-105 and flown in the U-2, would
be used for early flights. The engine, along
with other
components, could be fitted to the A-12 airframe, and it could power
the aircraft safely to altitudes up to 50,000 feet
and at speeds up to Mach 1.6.
In January 1962, an agreement was reached with the
Federal Aviation Administration that expanded the
restricted airspace in the vicinity of the test area.
Certain FAA air traffic controllers were cleared for the Oxcart project.
Their function
was to ensure that aircraft did not violate the order. North American
Air Defense Command established procedures to prevent its radar stations
from
reporting
the appearance of high-performance aircraft on their scopes.
A-12 refueling concepts required prepositioning vast
quantities of fuel at certain points outside the
US. Special tank farms were set up in California;
Eielson
AFB, Alaska; Thule AB, Greenland; Kadena AB, Okinawa; and Adana, Turkey.
Since the A-12 used specially refined fuel, these tank farms were reserved
exclusively
for the Oxcart program. Small detachments of technicians at these locations
maintained the fuel storage facility and arranged for periodic quality-control
fuel tests.
First Flight
At the Lockheed Burbank plant, Aircraft No. 1 (serial
number 121) received its final tests and checkout in
January and February 1962 and was partially
disassembled
for shipment to the site in a specially designed trailer that cost about
$100,000.
Finally, on April 26, 1962, Aircraft 121 was ready.
On that day, in accordance with Kelly Johnsons
custom, Louis Schalk took it for an unofficial, unannounced,
maiden flight lasting about forty minutes. As in
all maiden
flights, minor
problems were detected, but it took only four more days to prepare the
aircraft for its
first official flight.
On April 30, 1962, not quite one year later than originally
planned, the A-12 officially lifted from the runway.
Piloted again by Mr. Schalk,
it
took off
at 170 knots, with a gross weight of 72,000 pounds, and climbed to 30,000
feet. Top speed was 340 knots, and the flight lasted fifty-nine minutes.
The pilot
reported that the aircraft responded well and was extremely stable. Mr.
Johnson declared it the smoothest official first flight of any aircraft
he had designed
or tested. The aircraft broke the sound barrier on its second official
flight, May 4, 1962, reaching Mach 1.1again with only minor problems.
The new CIA director, John McCone, sent a congratulatory
telegram to Kelly Johnson. A critical phase had been
triumphantly passed, but there
remained
the long, difficult,
and sometimes discouraging process of working the aircraft up to full
operational performance.
Aircraft No. 122 arrived at the base on June 26 and
spent three months in radar testing before engine
installations and final assembly. Aircraft
No.
123 arrived
in August and flew in October. Aircraft No. 124, a two-seat version intended
for training the projects pilots, was delivered in November. It
was to be powered by the J58 engine, but delivery delays and a desire
to begin
pilot
training prompted a decision to install the smaller J75. The trainer
flew initially in January 1963. The fifth aircraft, No. 125, arrived
in December.
Engine Problems
At the end of 1962, there were two A-12 aircraft engaged
in flight tests. Mach 2.16 and 60,000 feet had been
achieved. Progress was still slow,
however, because
of delays in the delivery of engines and shortcomings in their performance.
One of the two test aircraft was still flying with two J75 engines and
the other
with one J73 and one J38. It had become clear that Pratt & Whitney
had been too optimistic in its forecast: Developing the J58 to Oxcart
specifications
had
proved a good deal more difficult than expected.
By the end of January 1963, ten J58s were available,
and the first flight with two of them installed occurred
on January 13. After that, A-12 aircraft
were
fitted with their intended propulsion system. Flight testing accelerated,
and contractor personnel went to a three-shift work day.
New problems arose with each succeeding step into
a higher Mach regime. The worst of theseone of
the most formidable in the programs historywas
revealed when flight testing moved into speeds between Mach 2.4 and 2.8.
The aircraft experienced such severe turbulence that it became nearly
impossible to operate. The trouble was the air inlet system, which admitted
air to the
engine. At higher speeds, airflow was uneven, and the engine could not
function properly.
Only after a long period of experimentation was a solution reached.
Another, more mundane discovery was that nuts, bolts,
clamps, and other debris of the manufacturing process
that had not been cleared away were
sucked into
the engine on engine runup or takeoff. The engine parts were machined
to such close tolerances that this could ruin them. Inspection procedures
were revised,
and workers at Burbank found it prudent to hoist the engine nacelles
into
the air, rock them back and forth, listen for loose objects, and then
remove them
by hand.
Keeping the Secret
On a routine flight on May 24, 1963, one of the detachment
pilots recognized an erroneous and confusing airspeed
indication and decided to eject from
the aircraft. It crashed fourteen miles south of Wendover, Utah. The
pilot was
not hurt. The wreckage was recovered in two days, and witnesses were
identified and
requested to sign secrecy agreements. A cover story for the press described
the accident as involving a F-105, and it is still listed this way on
official records.
All A-12 aircraft were grounded for a week during
investigation of the accident. A plugged pitot static
tube in icing
conditions turned out
to be responsible
for the faulty cockpit instrument indication. The problem would not hold
things up for long.
Loss of this aircraft nevertheless exacerbated a policy problem that
had been troubling the CIA for some time. With the growing number of
A-12s,
how much
longer could the project remain secret? The Department of Defense was
having difficulty
concealing its participation because of increasing Oxcart expenditures.
It also realized that the technological data would be extremely valuable
in
connection with feasibility studies for the commercial supersonic transport.
Awareness
grew
in the aircraft industry that something new and remarkable was going
on. Commercial airline crews had sighted the A-12 in flight.
In spite of all this, 1963 went by without any public
revelation. President Lyndon B. Johnson was brought
up to date on the project a week after
taking office and
ordered an announcement for the spring of 1964. At his press conference
on February 24, he stated:
The United States has successfully developed an advanced experimental
jet aircraft, the A-11, which has been tested in sustained flight at more
than 2,000 miles
per hour and at altitudes in excess of 70,000 feet. The performance of
the A-11 far exceeds that of any other aircraft in the world today. The development
of
this aircraft has been made possible by major advances in aircraft technology
of great significance for both military and commercial applications.
The Presidents reference to the A-11 was
deliberate. A-11 had
been the original designation for the all-metal aircraft first proposed
by Lockheed; subsequently, it became the designation for the Air Force
YF-12A
interceptor
that differed from its parent mainly in that it carried a second man
for launching air-to-air missiles. To preserve the distinction between
the A-11
and the A-12,
nearly all concerned government and industry personnel had been briefed
on the impending announcement.
President Johnson also said that the A-11 aircraft
now at Edwards AFB are undergoing extensive tests to
determine their capabilities as long-range interceptors. It
was true that the Air Force had contracted in October 1960 for three
interceptor versions of the A-12, and they were available
by this time. When the President
made his announcement, however, there were no A-11s at Edwards, and
there never had been. Project officials had known that
the public announcement was about
to be made, but they had not been told exactly when.
Caught by surprise,
they hastily flew two Air Force YF-12As to Edwards
to support the Presidents
statement. So rushed was this operation, so speedily were the aircraft
put into hangars on arrival, that heat from them activated the hangar
sprinkler
system,
dousing the reception team awaiting them.
From then on, while the Oxcart continued its secret career at its own
site, the A-11 performed at Edwards AFB in a considerable glare of
publicity.
Going Operational
Three years and seven months after first flight, the
Oxcart was declared ready for operational use at design
specifications. The first long-range,
high-speed
flight occurred on January 27, 1965, when one of the test aircraft
flew for an hour and forty minutes, an hour and fifteen minutes of
that time
above
Mach 3.1.
Its total range was 2,580 nautical miles with altitudes between 75,600
and 80,000 feet.
Two more aircraft were lost during this phase of the
program. On July 9, 1964, Aircraft No. 133 was making
its final approach to the runway
when,
at an altitude
of 500 feet and an airspeed of 200 knots, it began a smooth steady
roll to the left. Lockheed test pilot Bill Parks could not overcome
the roll.
At
about a
45° bank angle and 200-foot altitude, he ejected. As he swung down
to the vertical in the parachute, his feet touched the groundone
of the narrower escapes in the perilous history of test piloting. The
primary
cause of the
accident was a frozen servo for the right outboard roll and pitch control.
No news of
the accident filtered out.
The next year, activity at the test site reached its
zenith. Completion of construction brought it to
full size. All detachment pilots were
Mach 3.0qualified.
Site population reached 1,835. Contractors worked three shifts a day.
Lockheed C-121 Constellations made daily flights between the factory
at Burbank and
the site, and there were two C-47 flights a day between the site and
Las Vegas. Officials
considered how, when, and where to use Oxcart in its appointed role.
All through the Oxcart program, the Air Force had been exceedingly
helpful. It gave financial support, conducted the refueling program,
provided
operational facilities at Kadena AB, and airlifted Oxcart personnel
and supplies to
Okinawa for operations over Vietnam and North Korea. It also ordered
from Lockheed
a
small fleet of A-11s, which upon being finished as two-seat reconnaissance
aircraft would be named SR-71. These became operational about 1967.
The SR-71 order eased the path of Oxcart development
because it meant the financial burden was shared
with the Air Force, and the cost per
aircraft
was somewhat
reduced by economies of scale. In the long run, however, the existence
of SR-71s in a parallel fleet spelled Oxcarts doom.
The Oxcart program lasted more than ten years, from
its inception in 1957 through first flights in 1962
to termination in 1968. Lockheed
produced fifteen Oxcarts,
three YF-12As, and thirty-one SR-71s. The forty-nine supersonic aircraft
completed more than 7,300 flights, with 17,000 hours in the air. More
than
2,400 hours
had been above Mach 3. Five Oxcarts were lost in accidents; two pilots
were killed, and two narrowly escaped death. Two F-101 chase planes
were lost
with their Air
Force pilots during Oxcarts test phase.
The main objective of the programto create a
reconnaissance aircraft of unprecedented speed, range,
and altitude capabilitywas triumphantly achieved.
The most important aspects of the effort may be its by-productsthe
notable advances in aerodynamic design, engine performance, cameras,
electronic countermeasures,
pilot life-support systems, antiair devices, and the milling, machining,
and shaping of titanium. Altogether it was a pioneering accomplishment.
Copyright Air Force Association. All rightsreserved.
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