Flying High This Past Week: 30 March-5 April

A day late on posting the latest edition of Flying High This Past Week, but no worries, here's what's been getting a lot of hits lately here at TAILS THROUGH TIME:

• The Early History of the Air Line Pilots Association, ALPA: Quite obviously the latest article on TAILS THROUGH TIME is going to be getting the most hits in the past week! The early history of Northwest Airlines is weaved into the early history of ALPA as the founder of the union, Dave Behncke, was Northwest's first pilot and flew its first passengers in 1927. The early history of ALPA gives us a good look at the state of the airline industry in the 1920s which was just on the cusp of making the leap into greater technologies led off by the Boeing 247 and Douglas DC-3. Despite the landmark in aviation history those aircraft were, flying for many professional pilots was still a hazardous profession in the years prior and many airline heads of the day tried to do what they could to stamp out ALPA in its early days. Fortunately a strike at a small airline that ran between St. Louis and Chicago thrust ALPA into the national spotlight and won it friends in high places. 
• Francis Gary Powers: After the Return: Best known as the Lockheed U-2 pilot that was shot down over the Soviet Union in May 1960 that ended US overflights of the USSR, his return to the United States was less than hospitable as the Director of Central Intelligence sought to blame Powers for any number of error that resulted in his shoot down despite being cleared by a CIA damage assessment team, the USAF, and a formal board of inquiry. Recognition of Powers' integrity and bravery were finally acknowledged posthumously in 2000 on the 40th anniversary of his shoot down. Note the comment at the bottom of my article by Powers' son, Francis Gary Powers Jr, who is the founder of the Cold War Museum! 
• The First Steps to a Turboprop Transport, Part Two: The Boeing YC-97J was a Stratofreighter that was modified with Pratt & Whitney T34 turboprops so the USAF could gain operating experience with the new class of engines before the Lockheed C-130 Hercules and Douglas C-133 Cargomaster become operational. Two KC-97Gs were converted to use the same engines and propellers as what would be used on the upcoming C-133. 
• Soviet Wild Weasels, Part One: Doctrine/Tactics: This was the first part of a three article series I did back in 2010 on the differences between American and Soviet SEAD (suppression of enemy air defenses) doctrines. The second part looked at the aircraft that functioned as the Soviet equivalent of the Wild Weasels and the third part looked at the missiles used by those aircraft. 
• Frontier Airlines and the Boeing 737-200: In the 1970s, Denver-based Frontier Airlines (the first incarnation, not the current one flying) became one of the most significant operators of the Boeing 737-200. Originally investing in the Boeing 727-100/200, the switch to the 737-200 and its better operating economics for Frontier's route system undoubtedly helped the airline weather the economic roller coaster that buffeted the US economy in the 1970s.

The next article will be posted tomorrow night and it will cover the development of the Boeing flying boom used in air refueling. Remember, every five days a new article is posted here at TAILS THROUGH TIME and you'll never be quite sure until then where in aviation history we'll be flying!

Two's Company and Three's A Crowd: The Boeing 737-200 Flight Crew Controversy

In the late 1950s and early 1960s propliners still served a lot of the shorter routes in the US domestic market as jets were becoming the fashionable on the longer routes where the time savings of the jets over propliners was most apparent. However, the travelling public was irreversibly enamored with jet aircraft for travel and soon shorter domestic routes would be singing with jet noise- the first designs for the medium-range domestic routes, the Convair 880 and the Boeing 720, were too large and uneconomical to operate on short-range routes. Boeing responded with the 727 which would prove to be one of its outstanding commercial successes, but airlines were looking for an even smaller jet. By the early 1960s the Douglas DC-9, BAC 1-11, and the Sud-Aviation Caravelle were established in the market and Boeing's smallest offering, the 727-100, was too big for most short-range routes. When long-time Boeing customer American Airlines turned to Great Britain for the BAC 1-11 for a short-range jet to complement its 727 services, the engineers at Renton got yet another kick in the pants to produce an offering to compete with the twin-jets. 

With the first generation of twin-jets disproving the skeptics that thought short-range routes would too uneconomical for jets, Boeing designers aimed for a small twin jet that was more flexible than the existing competition that could not only fly into smaller communities and smaller airports, but would blend seamlessly with larger jet operations at major airports. Key in making this possible was the decision by 737 lead engineer John Steiner to make the new 737 the same cross-section as the 707 and the 727. This would give the 737 the lead in comfort by offering 3-3 seating whereas the competition could only offer 3-2 seating. For the first time, big jet comfort was possible on shorter sectors. 

A United Boeing 737-200 in its delivery livery, the Mainliner scheme.

But the design decision had an unforeseen consequence that would result in considerable controversy between the pilots, the airlines, and the FAA who would be certifying the aircraft. At the time, the FAA had imposed a limit on the size of aircraft that could be operated by a two-man flight crew- it was set at 80,000 pounds maximum takeoff weight (MTOW). This limit dictated the size of the first DC-9s and as the BAC 1-11s were below the limit, Braniff and American who had ordered One-Elevens operated them with two-man crews. Aircraft over the 80,000 pound limit required three crew in the cockpit. Boeing's original 737 proposals weighed in at 79,000 pounds, but potential customers found the design too small. Eastern and United in particular wanted a larger aircraft. Even despite a rule change by the FAA raising the two-man crew limit to 90,000 pounds, the revised 737 design needed a three-man crew as it tipped the scales at 93,000 pounds. 

In April 1965 the FAA announced that it was abolishing the weight limit criteria and from then on, aircraft would be certified for two-crew operation on an individual basis. This followed two years of deliberation and consultations with the pilots' unions, airline managers, airframe manufacturers and human factors studies. 

Of the four major airlines in the US at the time ("The Big Four"), three had already made their choices in the short-range jet category. Eastern and TWA ordered the DC-9 and American ordered the BAC 1-11. That left United as the only major interested in the 737. Of the early orders for the 737, only United's order was sizable (40 -200s ordered in 1965). Lufthansa also had a significant order, but they weren't encumbered by the FAA-mandated weight restrictions on two-man crew operations. However, United's managers found the 737 to have a political disadvantage since the pilots' unions at the time felt that as the largest of the twin jets available, it should be operated with a crew of three. While expensive for the airlines in terms of labor costs, the 737 design from the outset was intended for a two-man crew. Only a small jumpseat was available on the flight deck.

Now the third crew issue had already been visited previously before the introduction of aircraft like the 737. In the late 1950s the Lockheed Electra sparked considerable debate among its customer airlines. However, in each of the three cases, the issue was deferred- Eastern's dispute revolved around whether or not the third crew should be a pilot or a flight engineer. In the cases involving National and Western, ALPA used the two-crew issue as a test case to set a precedent (even though the Electra was never intended to be used by two pilots). National put the issue in arbitration that deferred the issue. Western's management was more inflexible and for four months a pilots' strike nearly grounded Western until it was agreed by both parties to defer the issue. So from a precedent standpoint, the impending dispute over the 737 flight deck had no prior rulings or standards to build upon for either side involved. 

In late 1965 Boeing showed a mockup of the 737 cockpit to representatives from United's ALPA union, the FAA, and airline managers. While the FAA felt that the mockup was inconclusive from a certification standpoint, the pilots' union disapproved of the two-man cockpit. A year later, a working mockup that was "functional" and more detailed to test workloads was presented and again the United pilots balked at the layout for two-crew. Not long afterward, ALPA's leadership made it the union's official recommendation that the 737 be operated with a three-man crew at all times. During this same time, the pilots' contract at United was up for negotiation and the 737 crew issue became a major stumbling block in the discussions for a new contract. To further complicate the picture, the FAA at the same time also tentatively approved two-man operation of the 737 pending the start of flight testing in 1967. 

By 1967 the dispute at United still had not been settled and a presidential mediation board was convened to help in reaching a compromise between ALPA and United's management. That summer the board failed in reconciling both sides and a strike vote taken showed 92% of United's pilots in favor of striking if the 737 couldn't be operated by a three-man crew. As an effort to reach out for a compromise, ALPA proposed to the FAA that the 737 as well as the BAC 1-11 and DC-9 be operated with a three-man crew. This proposal provoked the ire of the airlines that already had the One-Eleven and the DC-9 in service and the proposal was quietly shelved with the assent of ALPA members at those other airlines. By this point the dispute was discouraging further US sales of the 737 and indirectly helped Douglas with it's DC-9 which now offered increased capacity versions to regional airlines since it had already set the precedent for two crew operations with the first DC-9 Series 10 models. 

N9013U "Mainliner City of Charlotte"

The 737 made its maiden flight in April 1967 and over the Thanksgiving holiday week of that year, the FAA decided to run a series of tests to put the crew number issue to rest. One of the 737s was borrowed from Boeing and two-crew operations would be tested in the busy Boston-New York-Washington corridor. One pilot was from Boeing, the other pilot from the FAA. Two round-trips were made each day that week in both day and night conditions, both VFR and IFR weather conditions, as well as operations below minimum landing conditions, diversion operations, simulated instrument failures and even simulated crew incapacitation (could one pilot fly the 737 to safety). As a result of these tests, the FAA issued the following statement:

"The far-reaching evaluation of the Boeing 737 was started in September 1965, with the evaluation of the cockpit mock-up. Continuous evaluations over the past two years included regular operations of the aircraft in a high-density air traffic environment to determine workload, complexity, and safety of operations in a fail-safe concept. These flights were part of a very extensive flight-testing programme accomplished by the FAA and Boeing personnel. The technical findings coming out of these evaluations are that the aircraft can be safely flown with a minimum of two pilots."

Certification by the FAA of both the 737-100 and 737-200 followed in December 1967 for full airline operations. 

The third flight deck crew sat on the jumpseat on United 737-200s

Despite the issue being settled by the FAA, several airline pilot unions continued the crew issue as a bargaining chip in labor negotiations with airline management. Anxious to avert a strike in 1967, United reached an agreement with ALPA as part of a broader contract agreement to crew the 737-200 with a crew of three. Western Airlines, Frontier Airlines, and Wien Air Alaska were the only other US airlines bound by contract agreements with the pilots' union to use three crew in the flight deck. Frontier and Wien switched to a two-crew flight deck in 1976 and 1979 respectively. It wasn't until 1981 (ostensibly due to the impending introduction of the 737-300) that United finally went to a two-crew operation on the 737-200. At United, the third crewman sat in the jumpseat which is sited immediately in front of the cockpit door. Duties of the third crewman included preflight, performing the checklists, performance calculations (weight, balance, takeoff and landing distances, etc.) and company communications. All the relevant controls such as radio, electrical, hydraulic and other functions necessary were reachable from the jumpseat. Once United reverted to a two-crew flight deck in 1981, no modifications were necessary to the -200 cockpits.

Source: Boeing 737 (Crowood Aviation Series) by Malcolm L. Hill. Crowood Publishing, 2002, pp 23-31. Photos: Bob Garrard Collection/Flickr, JP Santiago

Frontier and the Boeing 737-200

There was a time in the 1970s when Frontier Airlines was the one of the most significant operators of the Boeing 737 and it was on the dependable 737-200 that the airline rose to prominence to challenge the established major carriers of the day. To go from humble beginnings flying second-hand Douglas DC-3s to having the second largest route network in the United States when the first 737-200s arrived at the airline is a story that for the most part has remained hidden to history, overshadowed by the storied legacies of larger airlines like American, Delta, or United.

Frontier's first jets were actually 727-100s styled as "Arrow Jets" which first entered service with Frontier in 1966, becoming the first local service carrier to fly the 727. Route expansions (aided by the acquisition of Fort Worth-based Central Airlines in 1967) and further route authorities granted by the Civil Aeronautics Board brought about the move in 1968 to larger 727-200s. Only a year later in 1969 Lewis Dymond, president of Frontier, retired- at the helm of the airline since 1962, Dymond did much to restore the airline to profitability through the latter half of 1960s that allowed the acquisition of jet equipment. Replacing Dymond was E. Paul Burke. Burke only served at the helm of the airline for a short two years, but his legacy to the airline was his realization in 1969 that the 737-200 was far more suited to Frontier's network than the 727s. The first five 737-200s were ordered as one of his first acts as president of the airline and the 727-100s were traded in to Boeing as part of the payment for the first 737s.

The 737-200s could serve even smaller airports than the larger 727s and this allowed Frontier a more flexible aircraft for its route network- the new jets were at home flying to smaller cities like Scottsbluff, Nebraska or Grand Junction, Colorado just as easily as larger cities like Dallas or Denver. By the time the first 737-200s were delivered, in terms of cities served, Frontier had the second-largest route network in the United States.

The first 737-191s arrived in April 1969 and by 1970 had 10 737-200s on strength with the airline. By the time of Burke's departure from the executive suite in 1971, the 727s were being phased out, with the last of the 727-191s sold in 1972 and as well as the sale of the larger 727-291s to Braniff International. Succeeding Burke would be Frontier's greatest president, Al Feldman. Under Feldman's tenure from 1971 to 1979, Frontier standardized its jet equipment on the 737-200 and entered a period of impressive expansion, profitability and rise to prominence as one of the largest regional carriers in the United States. By the time of the introduction of the final Saul Bass colors in April 1978, Frontier had 32 737-200s on strength with 10 more on order. Frontier's western route network stretched into both Canada and Mexico, from California and Washington in the West to as far east as Michigan and Georgia. Denver Stapleton became one of the few three-airline major hubs of its day, with Frontier ably holding its own against incumbents Continental and United. Undoubtedly it was the flexible operating economics of the 737-200 that allowed Frontier to weather the economic turmoil that hit the industry in the early 1970s.

One item of interest was the introduction of first-class legroom in coach class on Frontier's 737-200s. The aircraft were configured for 106 passengers in a single-class layout and it proved to be immensely popular with passengers. It was just one of the many changes Al Feldman implemented in Frontier's service image that formed the foundation for its impressively profitable growth during the turbulent 1970s.

Just to think that there was a time in the 1970s when Frontier flew their 737s into cities in Colorado like Durango and Grand Junction and cities in Nebraska like Scottsbluff and Grand Island- cities that today rate only small regional prop service if at all! A lot of Frontier's 737 destinations in those days today have only small regional prop service. Quite a change from just 30 years ago for these communities!

Source: Boeing 737 (Crowood Aviation Series) by Malcolm L. Hill. Crowood Press Ltd, 2002.

Mohawk Airlines Gets the BAC One-Eleven

When the BAC One-Eleven was developed, it faced competition from two other short-haul twinjets in the form of the Sud-Aviation Caravelle and the Douglas DC-9 Series 10. And further ahead lay Boeing's 737-100/200. BAC's sales team as soon as the One-Eleven was launched wasted no team in getting themselves set up in the United States, keen to follow on the success of the Viscount turboprop in the world's most lucrative air travel market. However, the BAC sales team found opposition not from the airlines, but from a completely different quarter.

Shortly after the launch of the One-Eleven letters of intent came in from local service carriers Ozark Air Lines (five aircraft) and Frontier (six aircraft). However, the US airlines of the day were tightly regulated by the Civil Aeronautics Board which not only set fares and routes, but also administered government subsidies to maintain "competition". The local service carriers of the day were particularly dependent on the government subsidies for what were usually uneconomic short-haul routes to smaller cities. In the case of Frontier and Ozark, the CAB felt that operating pure jets would require increased subsidies and threatened to withdraw financial support. As a result, Ozark and Frontier had to abandon their plans to buy the BAC One-Eleven.

The following year in 1962 Bonanza Air Lines signed a letter of intent for three One-Elevens. This time the CAB refused to guarantee Bonanza's loan and the purchase had to be canceled. When Bonanza was able to later on order the Douglas DC-9 Series 10 (as well as Ozark), accusations of protectionism flew from the British government and press.

Though success came with Braniff's order for six One-Elevens and options on six more (Braniff was much less dependent on government subsidies), the next local service carrier to order the One-Eleven, Mohawk Air Lines, was determined to make a case for operating the jet. When Mohawk ordered four One-Elevens, the CAB again tried to intervene and prevent Mohawk from getting jet equipment. The CAB stated in their denial that Mohawk's Convair twins carried on average 20 passengers and at least 30-35 passengers would be needed on the One-Eleven to operate without an increased subsidy.

Mohawk's president, Robert Peach, wasn't going to accept the CAB's verdict. In a very detailed rebuttal and analysis written by Peach himself, he pointed out that the CAB had just awarded Mohawk route extensions as well as nonstop route authorities between major cities in the Northeast that brought Mohawk in direct competition with the trunk carriers like American and United. Peach argued that modern equipment was needed to compete on these routes and that failure to acquire jets would mean an increase in subsidy would be needed for Mohawk to maintain those very routes.

Peach then detailed the rationale for the One-Eleven purchase, showing that operating the One-Eleven over a 200-mile route would break even at a load factor of 46%, something he pointed out that Mohawk had easily done historically. Mohawk wasn't getting jets for sake of getting jets, Peach concluded, the airline was doing it to meet economic and customer demand for modern aircraft on its route network.

It was one of the rare victories against the CAB that increased Robert Peach's stature amongst the other local service carriers. The CAB conceded and Mohawk operated their first BAC One-Eleven service on 15 July 1965 between Utica, New York, and New York City.

Source: BAC One-Eleven by Malcom L. Hill (Crowood Aviation Series). The Crowood Press Ltd, 1999, p25-27.