Doc's note: This is not as comprehensive as Peter Goldsmith's excellent write up, but more a basic primer to help the new guys get the most out of their planes without overwhelming them. I'm a big believer in keeping things simple, and that's what I tried to do here. I hope this gets you started well.
There's always a lot of confusion about set up. Your best friend is going to be experience, but if you get a decent basic knowledge that will take a lot of the fear, loathing and mystery out of what might seem like a black art. I know it's overwhelming because I went through it too, but hitting my set ups really helped me raise my game, and it didn't take that long for me to come to grips with it and get the most out of my planes.
Let's get the disclaimers out of the way first. Set up can be an extremely personal thing, so there are no hard and fast absolutes. However, you'll get there faster if you start with a good baseline. The manual provides this. One exception for me was Extreme Flight's "insane rate." The new planes are so much livelier and more advanced they simply don't need it, and all that throw made the planes jumpier that I was after. So, now I just never put it on the plane, again a personal preference. If you want to spin the thing into orbit, have at it, but using just the low and 3D rates from modern manuals not only suits the new planes better, but they are easier to fly, more composed and make your flying smoother and more precise.
When I started 3D the big throws scared me, so I tried to sneak up on it a little at a time. This blew up in my face with a plane that was too much for sport and not enough for 3D, essentially giving me a very badly set up plane. At Ben Fisher's urging I went back to the manual and got good results instantly. Remember, there is no such thing as "mild 3D." You either have enough throw for 3D, or you don't. You have a good flying plane or you have a pig, so don't discount the set up knowledge of the people who design and manufacture these planes.
Virtually every 3D plane I have flown that didn't fly right had a basic set up issue, so this article is meant to steer you away from that. I always tell my students that "Set Up is everything."
I thought I would write up a little piece and outline how I do it. What's here is simply how I do it on my 48 and 60" planes, but it's very close to what is in the manual. I've adjusted a few things to suit how I like the plane to behave, but if you stick to the original Extreme Flight manual or 3DHS manuals, you can't go wrong.
Worth pointing out is the Extreme Flight set up is almost identical to the old pre-merger 3DHS manual. My guess is this is because it's what both companies found works best. Granted that's what I learned on and what I got used to, but the set up works on every 48-60" plane I have owned or set up for friends and customers.
Let's start with the set up from the 3DHS 47" Extra SHP. Most of us learned on this plane and are comfortable with it. It's capable but not overbearing.
Here's the numbers, and we will follow by breaking it down:
High/3D Rates (in degrees) and Corresponding Exponential
Aileron 28 degrees 75% Expo
Elevator 45 degrees 75% Expo
Rudder 45 degrees 75% Expo
Low/Precision Rates (in degrees and inches) and Corresponding Exponential
Aileron 15 degrees 30% Expo
Elevator 13 degrees 30% Expo
Rudder 45 degrees 75% Expo
Granted, this is just a starting point because you may like something different. Its a nice, safe set up that won't surprise or jump out from under you, but as you get experience you will learn to tailor it to make the plane suit you.
I deviated a little here and there because the planes have become more capable, and on the low rate I deviate just a degree or two to give me a really good, smooth precision rate that suits me.
Worth noting here is expo values differ a bit from radio to radio. 75% on Futaba is roughly equivalent to 65% on Spectrum and Hitec, so if you fly those adjust accordingly.
You will notice I deviate from the manual just a little, but I will explain why I do this as we go along.
52 Slick EXP__Between The Stars from Doc Austin on Vimeo.
The 3D is the rate I use for everything except precision maneuvers. Expos values are different from radio to radio. I fly 75% on all channels, though for Spectrum that would be more like 65%.
3D Rate
ELEVATORI've found 45-50 degrees to be bang on perfect. The way most Extreme Flight and 3DHS planes are set up mechanically, you can get that 45-50 with your end points cranked and get the most resolution out of your servos. I don't understand this well enough to put it in writing other than you get a finer and less jumpy feel . It's sort of like a high resolution TV vrs a low resolution, The high res is a lot smoother, and finer.
I like 75% expo, maybe because that's how I learned, but it still works. Remember, Spectrum would be about 65%.
AILERONS Here I deviate from the manual just a bit because I believe I have improved my skills a bit since the SHP days. I usually go for 31-33 degrees because even that is barely enough to correct torque in a hover, but it's not so lively I can't keep up with it. Personally, much more feels jumpy, and I find myself overcorrecting, but 31-33 is what feels best to me.
RUDDER
Again, on most planes the elevator halves get in the way and won't allow much more than 45 degrees, and that seems about right. On some planes like the MXS, you can get a lot more, but I discovered that much rudder acted more like an airbrake and won't let the plane yaw correctly. Again 75 for Futaba and 65% for Spectrum users.
Low Rate
The low rate is a rate for precision flying, flying, but it is very, very similar to a sport plane. In fact, you can set the plane up with the low rate from the manual and you'll have a cracking good sport plane, maybe even better than the best sport planes.
AileronsStart with the low rate from the manual. From there I like to set my aileron rate to deliver three rolls in five seconds at full speed. The three in five used to be a maneuver from the old AMA pattern and it is just the right speed to roll the plane fast enough that all it takes to keep the plane level is a little elevator correction while not being so fast it's a struggle to keep up with and not so slow you get behind. You just bury the aileron stick and give it a gentle down elevator when it is inverted and a gently up when it's upright.
Elevator
Like the manual says, 15-20 degrees is nice and smooth. I've played with the expo a bit and discovered the manual seems to always be right.
RUDDER
You may notice the low and high rates are identical for the rudder. This works well because you have full throw for snaps and spins, while the big expo keeps things smooth for precision maneuvers.
So that was a lot of writing when all I really did was validate the manual. Worth noting is the 3DHS and Extreme Flight manuals are extremely similar, and my best guess this is because the set up works.
CG
Well, here's the source of a lot of unnecessary butthurt, but it's a lot simpler than all the talk would have you believe. Here's the secret: start at the front of the CG range specified by the manual, and this will be different from one airframe to the next. That's simply a starting point, but most people will be happy enough with that. I generally like to balance my planes a tiny bit nose heavy because that doesn't really sacrifice much 3D performance but does enhance high speed tracking and precision.
It is crucial to trim the plane first, and then follow the tests below I copy/pasted from the 3DHS 47" Extra SHP manual:
For this type of aircraft where I am going to predominantly fly aggressive 3D. I typically set the airplane up with a neutral CG, meaning that when the aircraft is flown inverted straight and level it requires no down elevator to maintain altitude. If your flying style leans more toward precision aerobatics then I recommend setting your CG using the 45 degree line test. Fly the aircraft from left to right or right to left, whichever direction you are more comfortable with at 3/4 to full throttle. Pull the aircraft to a 45 degree up line and establish this line and immediately roll the aircraft inverted. Establish this line and let go of the elevator stick. Ideally the aircraft will continue to track on that 45 degree line for several hundred feet before slowly starting to level off. Adjust the position of your battery to achieve this flight condition.
Plagiarism aside, I am aware I made this as simple as possible, but that is the point. I can't cite you all the aerodynamic theory that goes into it, I just know the manual works, I follow that and setting up CG is so simple it's been reduced to merely time consuming instead of black magic.
I like to mix a lot of precision in with my 3D to get a well-rounded presentation, so I like the roll over and 45 degree tests. If the plane flies upright and inverted trimmed, to me that's a little tail-heavy for what I am doing. Being just a tiny bit nose heavy locks the plane in and makes it track better, and if that sacrifices a little 3D it's not enough to notice.
Also my personal observation is every time I have not been happy with a plane, it was tail heavy, so I suggest starting at the front of the suggested range and slowly working back 1/4" at a time. Generally, the more you go back, the plane gets better, until it gets worse. I go for worse and then put the pack where I had it the last time I was happy with it.
Things I look for to avoid is a plane that won't trim on the elevator or won't do the same thing from one test to the next. That's usually an indication you are tail heavy. Conversely a nose heavy plane always flies nose heavy. Roll it over and if it drops like a pig you know you are nose heavy.
Eventually you will learn just how fast you want the plane to drop and how much you have to move the pack to make corrections, There is no easy path to this knowledge except lots and lots of stick time and experience. You not only have to learn to tune the plane, but also to get it to where you like it personally. This is why I tried to simplify the tests as much as possible.
A Set Up Snafu Of My Own MakingBelow is an illustration of how much set up plays it's part in pilot confidence. My radio only has two rates, so I opted for low/insane. It's a Velox and it's supposed to be wild, right? The plane scared me a bit and I was not comfortable with it. The stability was there and the plane's most notable attribute, so I knew that, like everything else, that set up was the answer. I was going to get it right or bring it back in a bucket, and since I was uncomfortable, there was nothing to lose and everything to gain. I went back to the 3D rates, and this was the very first flight, in bad conditions no less, with the revised set up. This turned the Velox from a plane I was ready to give up on into one of the best planes I've ever had my hands on.
3DHS Velox__Doc Austin's Day Off from Doc Austin on Vimeo.
Mixes
Knife Edge MixFor more advanced flying you need a plane that tracks like an arrow, even when it is on it's side. For example, in knife edge a plane can tuck toward or away from the canopy, so the best answer is to use a rudder (master) to elevator (slave) mix. For my style (or lack of), I start with a mix of 5% up elevator to left rudder and 3% to right rudder. That usually gets them really dialed in, but it is just a starting point because different CGs will react differently.
Look at it this way, when the plane is on it's side, the elevator, in relation to the ground, the elevator is acting more like a rudder because now that controls your yaw, and the rudder controls your pitch, in relation to the ground, that is. The ground is what you don't want to hit so it simplifies things to look at it that way.
If you are carrying any elevator trim, that will make the plane tuck either way. This is why you need to get the plane trimmed and balanced dead on before you get your mix set.
Other Mixes (In Progress)
Once you get your plane died in, you might find a spolieron mix improves your harrier and elevator performance. Once you lean how to use it, it's quite helpful, and you can read bout it here:
Laser EXP__The Spoileron Files
For now I just wanted a basic primer to aid the new guys. I'll add more stuff as I think about it some more, but hopefully you will find it helpful.