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Müller, S., Sadovitch, V., & Manzey, D. (2018). Attitude Indicator Design in Primary Flight Display:
Revisiting an Old Issue With Current Technology. The International Journal of Aerospace Psychology, 28
(1–2), 46–61. https://doi.org/10.1080/24721840.2018.1486714
This is an Accepted Manuscript of an article published by Taylor & Francis in The International Journal of
Aerospace Psychology on 06 July 2018, available online:
http://www.tandfonline.com/10.1080/24721840.2018.1486714.
Simon Müller, Vitalij Sadovitch, Dietrich Manzey
Attitude Indicator Design in Primary Flight
Display: Revisiting an Old Issue With
Current Technology
Subtitle
Accepted manuscript (Postprint)
Journal article |
1
Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With
Current Technology
Simon Müller, Vitalij Sadovitch, and Dietrich Manzey
Work, Engineering, & Organizational Psychology, Department of Psychology and Ergo-
nomics, Technische Universität Berlin, Berlin, Germany
Corresponding author: Simon Müller, simon.mueller@tu-berlin.de, Department
of Psychology and Ergonomics, Technische Universität Berlin, Marchstr. 12, 10587 Ber-
lin, Germany
2
Abstract
Objective: The experiments investigated the “old issue” of the attitude indica-
tor’s moving-horizon versus moving-aircraft format with current primary flight display
technology. Of interest was whether the effects found in earlier studies, favoring the
moving-aircraft format, could be replicated with most recent technology including ex-
tended horizon displays, which depict the artificial horizon extended over the whole
screen with overlaying speed and altitude scales (e.g., B787).
Background: Although the moving-horizon format represents the standard ap-
proach in Western aviation, human factors research from the 1950s to the 1970s with
round electromechanical instruments favored the moving-aircraft format with respect to
better support of flight-path tracking and unusual attitude recoveries. However, recent
studies using laboratory displays more similar to modern primary flight displays pro-
vided inconsistent results. This led to the assumption that the display’s design is a mod-
erating factor of those effects.
Method: Thirty-two novices and 13 pilots flew several tracking and recovery
tasks in a PC-based simulator equipped with moving-horizon and moving-aircraft for-
mats in classic and extended horizon design.
Results: The data show that the previous effects favoring a moving-aircraft for-
mat of displaying bank information can be replicated with current primary flight display
designs. However, the extended horizon design seems to reduce this effect, at least for
pilots.
Conclusion: The results suggest reconsidering the format of the attitude indica-
tor at least for new applications, such as control of remotely piloted aircraft.
3
Keywords: display-control or stimulus-response compatibility, display design
principles, spatial disorientation, attitude indicator
4
Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With
Current Technology
Flying an aircraft in instrument meteorological conditions (IMC), for example,
clouds or night skies, precludes the direct reference to the outside view, possibly con-
tributing to an unrecognized spatial disorientation. Spatial disorientation can be defined
as an “erroneous sense of one’s position and motion relative to the plane of the earth’s
surface” (Gillingham & Previc, 1993, p. 77) and has been a constant contributing factor
to a number of fatal aviation accidents (Comstock, Jones, & Pope, 2003; Gibb, Ercoline,
& Scharff, 2011; Poisson & Miller, 2014; Roscoe, 2004). Especially untrained and begin-
ner pilots who are not familiar with flying under IMC tend to experience difficulties
maintaining proper spatial orientation, when unsuspectedly losing the natural horizon
as visual reference (Roscoe, 2004). In IMC, pilots depend on the attitude indicator (AI)
to assess the orientation of their aircraft. The AI is one among other instruments that of-
fer ownship orientation information. It provides information on the aircraft’s pitch and
bank angles in relation to the natural horizon and represents the central element of the
primary flight display (PFD) in modern aircraft.
In aviation history, two alternative design options have primarily been used to
present attitude information: the moving-horizon (MH) format and the moving-air-
craft (MA) format.1 The MH format was introduced in 1929 and has been the standard
1 There are several other concepts proposed for displaying the flight attitude, such as frequency-
separated display (Beringer, Williges, & Roscoe, 1975; Roscoe, 1968), kinalog display (Fogel, 1959), or
Arc-Segmented Attitude Reference display (Self, Breun, Feldt, Perry, & Ercoline, 2002). These concepts
5
AI format in Western aviation ever since (Previc & Ercoline, 1999). It shows a fixed air-
plane symbol in the center of the display as a stable element, while the artificial horizon
is moving according to the outside view (the natural horizon). That is, banking of the
aircraft to the right is indicated by rotating the artificial horizon to the left and vice
versa. Pitching of the aircraft is indicated by upward or downward movements of the
horizon line. This attitude display format is based on the so-called principle of pictorial
realism (Roscoe, 1968), because it indicates changes of bank angles by movements of an
artificial horizon, as if looking through a porthole in front of the aircraft to the outside or
drawing the aircraft symbol on the windscreen and viewing it against the natural hori-
zon. It can be considered as an abstract version of a so-called contact analog display,
which provides visual cues conformal to the “same laws of motion perspective as their
visual-world counterparts” (Roscoe & Eisele, 1976, p. 44).
The MA format has been used for a long time in Soviet and later Russian aviation
(Previc & Ercoline, 1999). It also shows an aircraft symbol in the center and an artificial
horizon line. Congruent with the MH format, the pitch angle of the aircraft is indicated
by an upward or downward shift of the artificial horizon line. However, contrary to the
MH format, the bank angle is indicated by rotating the aircraft symbol while keeping the
artificial horizon in a steady horizontal position in reference to the instrument panel.
That is, a bank movement of the aircraft to the right or left is indicated by a rotation of
the aircraft symbol in the AI to the same direction. Thereby, the MA format fulfills what
has been referred to as the principle of moving part (Roscoe, 1968), that is, “the moving
have been widely discussed, but they still lack broad adoption in civil aviation. This article is therefore
limited to contrasting the two standard formats of Western and Russian aviation.
6
element on a display should correspond with the element that moves in the pilot’s ‘men-
tal model,’ . . . and should move in the same direction as that mental representation”
(Wickens, 2003, p. 152).
The general question of which AI format would be better suited to display the air-
craft’s attitude on head-down instruments in terms of intuitive understanding and com-
patibility has been addressed by many studies since 1945. Most of the early studies
(1950s–1970s) comparing the effectiveness of the different AI formats, have investigated
the performance of flight novices (i.e., nonpilots without prior knowledge of flying an
aircraft) in recovery tasks. The recovery task simulates a flight situation where a pilot is
surprised by a possibly dangerous change of aircraft attitude, for example, an unusually
high bank angle. To recover to a horizontal attitude, it is necessary to establish quickly a
proper spatial orientation and to initiate a rapid compensatory bank movement (e.g.,
Roscoe & Williges, 1975). What this research usually found was a clear advantage of the
MA over the MH format. Especially, flight novices committed significantly fewer rever-
sal errors—that is, initial movement away from the nearest horizon—when flying with
the MA compared to the MH format (cf. reviews by Johnson & Roscoe, 1972; Previc &
Ercoline, 1999). In contrast, results of studies with experienced pilots were less con-
sistent. For example, Browne (1954), Gardner, Lacey, and Seeger (1954), and Hasbrook
and Rasmussen (1973) did not find significant differences between MH and MA format
for pilots. Whereas in the study of Beringer, Williges, and Roscoe (1975) pilots per-
formed better with the MH format, in the study of Dunlap and Associates (as cited in
Previc & Ercoline, 1999) the pilots performed better with the MA format. However, the
studies suggested at least that changing from the familiar MH format to the MA format
would not lead to significant performance decrements. Altogether, these results have
7
been taken as evidence that the MA format of the AI is more intuitive to understand
than the MH format, which directly contrasts to the current standard in most aircraft to-
day (Previc & Ercoline, 1999).
Several theoretical explanations have been raised to explain the putative superi-
ority of the MA format for maintaining spatial orientation. The two most common ones
attribute it to effects of display-control compatibility and figure–ground relation.
Regarding display-control compatibility, two related aspects can be distin-
guished. The first one involves what has been referred to as response–effect compatibil-
ity (Janczyk, Pfister, Crognale, & Kunde, 2012). It concerns the compatibility of the rela-
tionship between the direction of the movement at the controls and the anticipated ef-
fect in terms of a change indicated in the display. The relationship is compatible when
the movement direction within the display directly corresponds to the movement direc-
tion of the control input device that causes the movement. This sort of compatibility is
fulfilled with the MA but violated with the MH format. With the MA format, a leftward
(or counterclockwise) control input causes a corresponding counterclockwise rotation of
the moving element in the display. With the MH format, this relationship is reversed.
Based on the ideomotor theory (Greenwald, 1970), it can be expected that pilots’ control
movements can be selected faster and more reliably with the MA than the MH display.
Direct support for this assumption has been provided by a study by Janczyk, Yamagu-
chi, Proctor, and Pfister (2015). In this study, novices were required to bank their simu-
lated aircraft from a horizontal starting position either to the left or to the right with
both AI formats. Responses were quicker and more correct when conducting the task
with the MA display. Further, more indirect support can be derived from the positive re-
sults of studies with the frequency-separated displays, which have been proposed to
8
provide display-control-compatible initial indications of flight attitude changes for the
conventional MH format (Beringer et al., 1975; Roscoe & Williges, 1975).
The second aspect concerns to what extent the stimulus–response mapping—that
is, the relationship between observed changes in the display and required responses at
the controls—fits to the mental representation of the task. In case of recovery tasks, the
goal of the control movement is to compensate a given attitude deflection indicated by a
change in the display. That is, the expected relationship between the direction of the
change (deflection) seen in the display and the needed direction of movements at the
controls required to compensate for it, is reversed. This, again, is fulfilled by the MA for-
mat where movements in the display to the left or right require compensatory move-
ments at the controls to the right or left, but violated with the MH display where move-
ments in the display to the left or right have to be compensated by movements in the
same direction.
A second effect that might contribute to the superiority of the MA format is pro-
posed to be a figure–ground reversal issue (Johnson & Roscoe, 1972). Typically, an ob-
ject will be perceived as a figure, when it is moving in front of a stable background or
ground. Yet, if most of the visual field is moving uniformly, it also can be perceived as a
stationary background, while the observer is moving (Fitts & Jones, 1947). The latter is
exactly what happens when pilots look out of the cockpit windscreen when flying a turn.
In this case, they see the natural horizon moving but immediately interpret it as a move-
ment of their aircraft. However, this is different when considering the movement of the
artificial horizon line in an MH formatted AI. Although, representing what would be
seen if one looks outside through a small porthole, the horizon line does not fulfill the
typical characteristics of a (back)ground. First, it is not presented far behind the aircraft
9
symbol. Second, it represents a comparatively small moving element included in a larger
(and stable) instrument panel. This can easily lead to a figure–ground reversal, where
the horizon line is perceived as the figure and the instrument panel as the ground. John-
son and Roscoe (1972) suggested that flight novices, but also experienced pilots, could
easily misinterpret the horizon as the moving part that is being manipulated by their
control input, which then leads to exact reversed control responses compared to what is
required.
Previc and Ercoline (1999) added a neuropsychological explanation for the fig-
ure–ground reversal effect based on the assumption that objects in close proximity to
the pilot, like cockpit instruments, are perceived and processed differently than infor-
mation that is farther away, for example, the natural horizon. Specifically, they assumed
four major brain systems are involved when interacting with the external three-dimen-
sional world (Previc, 1998). The first and closest system is called the peripersonal sys-
tem. It is involved in manipulating and interacting with objects near our bodies. Accord-
ingly, movements of objects in this space are usually perceived as what they are (move-
ments of objects) but not consequences of a self-motion. The other extreme is the ambi-
ent extrapersonal system. It processes information in far distances of the field of view
and is mainly involved in monitoring, controlling, and stabilizing one’s position in refer-
ence to Earth. Perceived large-scale movements in this domain are usually interpreted
as consequences of self-motion. Based on this framework, the main problem of the MH
format and the basis for the figure–ground reversal is that movements of the natural
horizon, which usually are perceived as large-scale changes in the far domain and pro-
cessed by the ambient extrapersonal system, are visualized by a small instrument (i.e.,
the AI) positioned in the peripersonal space. Consequently, it can be expected that the
10
artificial horizon in the MH format intuitively is perceived as the controllable element,
instead of a consequence of self-motion as implicitly assumed by the principle of picto-
rial realism (Previc & Ercoline, 1999).
However, the results of more recent studies are less consistent and could not al-
ways replicate the advantages of the MA compared to the MH format (Gross & Manzey,
2014; Yamaguchi & Proctor, 2006, 2010). This might be caused by two factors. Firstly,
some of the latter studies have used only continuous tracking tasks instead of discrete
recovery tasks (Yamaguchi & Proctor, 2010). Tracking tasks simulate an attitude-hold-
ing task with atmospheric disturbances; that is, participants need to compensate for dis-
turbances in pitch and bank to maintain or regain a stable horizontal flight over a dis-
tinct period of time (e.g., Cohen, Otakeno, Previc, & Ercoline, 2001; Yamaguchi & Proc-
tor, 2010). In contrast to recovery tasks, which request quick discrete movements in re-
sponse to a sudden change in the AI, tracking movements represent continuous move-
ments controlled by continuous visual feedback. This feedback might make it easier to
adapt to the different formatted AIs without any visible performance differences. Sec-
ond, most of the early evidence revealing advantages of the MA stemmed from studies
using small round electromechanical instruments, as they were common in cockpits at
that time. In the more recent studies, usually considerably larger, computer-generated,
rather abstract laboratory AI displays expanding over the whole screen were deployed,
which often did not correspond to any real cockpit display (Gross & Manzey, 2014; Ya-
maguchi & Proctor, 2006, 2010).
This suggests that general aspects of AI format like display size or presentation
on monitors might also make a difference with respect to the MA versus MH issues.
11
However, just a bigger display does not seem to better support the pilot’s spatial orienta-
tion when using an MH-formatted AI (Ding & Proctor, 2017; Previc & Ercoline, 1999).
More likely, the specific display design itself might be the key factor here. Especially,
most recent AI designs, as used in the B787, have the potential to be superior to small
electromechanical indicators or the current AIs integrated into the standard glass-cock-
pit PFDs (e.g., A320). These new designs, which we refer to as extended horizon de-
signs, comprise an artificial horizon that is extended over the whole screen behind speed
and altitude scales. This might better support an interpretation of the artificial horizon
as (back)ground, and, thus, reduce the figure–ground reversal issue. This is also sug-
gested by some early approaches of AI enhancements that extended the artificial hori-
zon even beyond the actual display or instrument and successfully improved the spatial
awareness of pilots (e.g., Liggett, Reising, & Hartsock, 2009; Malcolm, 1983).
Based on these considerations, this research addresses to what extent the issue of
MA versus MH format persists with the typical head-down PFDs usually found in cur-
rent commercial aircraft (A320) or more recent versions (B787), how the formats affect
the performance in different flight tasks (flight-path tracking, attitude recovery), and
what difference expertise (novices vs. pilots) makes. Two experimental studies are re-
ported. The first one included flight novices, whereas the second one included experi-
enced pilots. For novices, it was hypothesized that the earlier results of a better flight
performance with the MA format compared to the MH format can be replicated with the
classic PFD design, at least for the recovery task. However, we also assumed that the pu-
tative superiority of the MA format would be reduced with the extended horizon design.
For pilots, predictions were more difficult. The fact that the pilots have extended train-
12
ing and experience with their MH format must be considered and might affect perfor-
mance in favor of the MH display. Yet, it has been shown that a significant portion of
MH trained pilots (about 33%) still have a mental model of attitude changes that con-
forms to the MA format (Kovalenko, 1991). This would suggest that even the effects for
MH trained pilots might be similar to what is expected for novices, primarily for tasks
that are not frequently trained on the job and thus require some spontaneous and intui-
tive behavior (e.g., recoveries from unusual attitudes). In the following, first the general
method of both experiments is described. Subsequently, for each experiment, the spe-
cific methods and results are presented and discussed. The article closes with a summa-
rizing discussion of both studies in context and some conclusions for applications and
further research.
General Method
Apparatus
The experiments were conducted in a PC-based flight simulator. It consisted of a
cockpit panel mock-up (Cessna 172 Skyhawk SP G1000) with an integrated screen dis-
playing a PFD and an outside-view projection on the wall approximately 1.2 m in front
of the mock-up cockpit. The PFD design corresponded in almost all aspects to the PFD
currently used in the A320. Some adaptations were made with respect to the implemen-
tation of the two AI formats (MA and MH) and both design types; that is, classic and ex-
tended horizon (see Figure 1). All PFDs were 12.6 cm high and 19.9 cm wide. The AI of
the classic PFDs was 8.3 cm high and 7.1 cm wide. The participants were placed in usual
seating distance to the PFD (approximately 60 cm). The input device consisted of a com-
mercially available Logitech Extreme 3D Pro joystick. The simulation was a reduced lin-
13
ear flight model with two degrees of freedom, one each in pitch and bank. The input de-
flections of the joystick were linearly transferred into pitch and bank rates. There was no
need for thrust control. The outside view was generated using the X-Plane 10 flight sim-
ulation.
Figure 1. All primary flight display (PFD) configurations used in the experiments. The
left side shows the moving-horizon (MH) format and the right side the moving-aircraft
(MA) format, whereas the upper PFDs are in classic horizon design and the bottom
PFDs are in extended horizon design. All PFDs show a bank angle of 45° to the right and
pitch up of 10°. Note. AI = attitude indicator.
14
Tasks
Tracking. The participants had to maintain a stable horizontal flight with pitch
and bank angle of 0°, thereby compensating for preprogrammed disturbances by proper
corrections on x- and y-axes of the joystick. The disturbances were simulated by two
separate disturbance functions for each axis, based on the sum of five sine functions
with input frequencies of 0.1705 Hz, 0.2885 Hz, 0.4918 Hz, 0.8333 Hz, and 1.4286 Hz
vertically, as well as 0.1304 Hz, 0.2222 Hz, 0.3750 Hz, 0.6383 Hz, and 1.1111 Hz hori-
zontally (cf. Fracker & Wickens, 1989). The amplitude in pitch direction was reduced to
a third of the amplitude of the bank function.
Recovery. The participants had to perform unusual-attitude recoveries to main-
tain a horizontal flight attitude. The unusual-attitude stimuli included a sudden discrete
skip of the AI in one frame to the left or right, indicating the change of bank angle of the
aircraft by 45°, 90°, and 135°. The pitch angle initially stayed at 0°, but could be altered
by the participants during recovery. Participants were instructed to recover to a stable
horizontal attitude as quickly as possible.
Design
The experiment included three factors. The first factor comprised the two PFD
design approaches (classic vs. extended horizon). The second factor represented the two
formats of the attitude reference, MA and MH (see Figure 1). The third factor, only used
for the investigation of recovery-task performance, was the bank angle of unusual atti-
tudes (45°, 90°, and 135°).
Dependent Measures
Performance in the tracking task was assessed by means of deflections in relation
to 0° for both axes, bank and pitch, separately recorded with a frequency of 60 Hz.
15
Based on these data, the root mean square error (RMSE) was calculated across trials to
assess the tracking error for bank and pitch movements. Note that the tracking error for
pitch movement was just calculated as a control variable. No effects were expected for
this measure because the AI formats did not differ in depicting pitch movements. Per-
formance in the recovery task was assessed by two measures. The first one included the
percentage of reversal errors, counted whenever the initial joystick input to an unusual
attitude change was initiated to the wrong direction; that is, an initial input that ampli-
fies instead of compensates for a given attitude change. The second measure included
the response time needed to respond to a given attitude change. It was defined as the
time between the occurrence of the unusual attitude stimulus and the first input de-
tected at the joystick. Only correct trials without reversal errors were considered for this
measure. In addition, for both tasks, the subjectively perceived workload was assessed
by means of the unweighted mean score of the NASA–TLX (Hart, 2006; Hart &
Staveland, 1988).
Data Analysis
Prior to data analyses, outlier corrections were made. For analyses of tracking
performance, participants’ data were excluded if their bank RMSE exceeded 3 standard
deviation (SDs) from the mean of the respective condition. Regarding the recovery task,
only successfully completed recovery trials were considered in the analysis. A recovery
was defined as successful if the bank and pitch angles of the aircraft were restabilized
within 10 s and remained stable for at least 2 s within a range of ±2°. Furthermore, trials
for which response time was shorter than 100 ms were excluded from both measures of
the recovery task. Data for participants who could not successfully finish more than 25%
of the recovery trials in one of the conditions were entirely removed from the analysis.
16
Analyses of variance (ANOVAs) with repeated measures were used to analyze the
dependent measures for tracking and recovery tasks. Percentage data of reversal errors
were arcsine transformed to achieve better distribution characteristics (Sokal & Rohlf,
1981). We report the back-converted descriptive statistics for reversal errors in percent
to facilitate interpretation. An alpha level of 5% was defined for considering effects as
significant. In case of violations of the sphericity assumption (Mauchly, 1940), degrees
of freedom of the F test were corrected according to the Huynh–Feldt procedure (Huynh
& Feldt, 1976).
Experiment 1
Method
Participants. A total of 36 participants (16 female, 20 male) took part in the
study. None of them had any prior knowledge of flying a real aircraft whatsoever. Eight-
een participants had some limited experiences based on casually flying in flight simula-
tors of different fidelity (including PC-based games). They were randomly assigned to
two groups constrained by an equal distribution of gender. The first group performed all
tasks with the classic PFD design as used, for example, in the A320. The mean age of the
participants of this group was 27.0 years (SD = 4.3). The second group performed the
tasks with the extended horizon PFD. Their mean age was 25.7 years (SD = 3.8). For
participation they received a compensation of 10€ or course credits.
Design. The experiment included a 2 (horizon design) × 2 (AI format) mixed-
factor design. The first factor representing the classic versus extended horizon design
was defined as a between-groups factor. The second factor representing the two AI for-
17
mats was defined as a within-subject factor. For investigating recovery task perfor-
mance, a third factor was added, defined as within-subject factor representing the dif-
ferent bank angles of unusual attitudes (45°, 90°, and 135°) used in the recovery task.
Procedure. Prior to the data collection, every participant read a brief standard-
ized introduction including information on the test procedure and the tasks. This was
followed by a 4-min accommodation phase to familiarize the participants with the simu-
lation, aircraft controls, and flight displays. During this phase, only the outside view was
displayed as reference to control the aircraft, and participants were requested to make
several flight maneuvers, including different turns and level flights.
This accommodation phase was followed by two experimental blocks correspond-
ing to the two AI format conditions. Each block started with a familiarization phase of
the respective AI format. This phase first included flying with both outside view as well
as PFD. Yet, after a couple of minutes, the outside view was removed and only the PFD
remained as a reference to control the attitude of the simulated aircraft. The outside-
view projection was only enabled at the beginning of each AI training, not during the ex-
periment. To ensure that all participants gained a similar knowledge about the aircraft’s
reaction to the control inputs, all participants needed to complete several defined flight
tasks and a free flight phase. Each familiarization phase lasted 4 min. Besides the PFD,
there were no other displays active during the following experimental tasks. First, the
participants performed the tracking task for 2 min. Subsequently, they had to provide
the NASA–TLX ratings for this task. Then 24 trials (3 bank angles × 2 directions × 4
replications) of the recovery task were performed with a random time interval of 5 to 20
s between two successive trials. After 12 trials, a short break was taken where the partici-
18
pants provided initial NASA–TLX ratings for this task. After the second set of 12 recov-
ery trials, another sampling of NASA–TLX ratings followed. Performing the 24 recovery
trials with a given AI format lasted about 10 min. The order of experimental blocks, cor-
responding to the two AI format conditions, was counterbalanced across participants.
Overall, each experimental session lasted about 1.5 hr.
Results
Tracking task. No participant was considered an outlier in the tracking task.
Thus, all 36 participants were included in the following analysis. The participants of
both groups were significantly better in maintaining a stable bank attitude with the MA
format (M = 4.63°, SE = 0.37°) than the MH format (M = 5.53°, SE = 0.65°), in terms of
the RMSE of bank angle, F(1, 34) = 6.67, p = .014, ηp² = .16. However, the ANOVA re-
vealed neither a significant main effect of the horizon design, F(1, 34) = 2.23, p = .144,
ηp² = .06, nor a significant interaction effect of Horizon Design × AI Format,
F(1, 34) = 2.21, p = .146, ηp² = .06. As expected, no significant effects emerged, when
considering the RMSE of pitch, all F < 2.5, p > .12, ηp² ≤ .07.
The participants rated their perceived workload in the NASA–TLX significantly
lower in condition MA (M = 37.6, SE = 2.8) compared to MH (M = 42.3, SE = 3.2),
F(1, 34) = 4.99, p = .032, ηp² = .13. In addition, they rated their workload somewhat
lower when flying with the extended horizon (M = 35.0, SE = 4.0) than when flying with
the classic PFD design (M = 45.0, SE = 4.0). However, this latter effect just failed to
reach statistical significance, F(1, 34) = 3.11, p = .087, ηp² = .08. No significant interac-
tion effect for Horizon Design × AI Format was found, F(1, 34) = 0.11, p = .744,
19
ηp² < .01. Inspection of the different NASA–TLX subscales revealed that the mental de-
mand and effort contributed subscales most to these results.
Recovery task. Data of 3 participants were excluded from analysis in the recov-
ery task. All three outliers were found in the group flying with the classic MH display.
Therefore, the sample size was reduced to 33 participants. For these participants, 3.7%
of all individual trials were discarded due to unsuccessfully finished recoveries or re-
sponse time constraints.
Reversal error. The mean percentage of reversal errors committed by the par-
ticipants of both groups for both AI formats and the three bank angles are shown in Fig-
ure 2A. The 2 (horizon design) × 2 (AI format) × 3 (bank angle) mixed-factor ANOVA
revealed that the participants of both groups were significantly better able to avoid this
sort of error with the MA format (M = 4.3%, SE = 0.9%) than with the MH format
(M = 13.1%, SE = 2.6%), F(1, 31) = 11.90, p = .002, ηp² = .28. In addition, the main effect
of bank angle became significant, F(1.92, 59.66) = 5.60, p = .006, ηp² = .15. As becomes
evident from Figure 2A, the participants made fewer reversal errors the smaller the
bank angle of the stimulus was. Although it seems that this effect was stronger for the
MA than the MH format, the AI Format × Bank Angle interaction just failed to become
significant, F(2, 62) = 2.78, p = .070, ηp² = .08. No other effect became significant, all
F < 1.6, p > .22, ηp² ≤ .05.
Response time. The mean time needed to respond to a given attitude change
did not differ significantly over all conditions, which can be seen in Figure 2B. Neither
any main effect nor any interaction effect became significant, all F < 1.9, p > .16,
ηp² ≤ .06.
20
Figure 2. Novices’ means of (A) reversal error and (B) response time over both horizon
design groups for both attitude indicator (AI) format conditions, moving horizon (MH)
and moving aircraft (MA), and for each bank angle condition, 45°, 90°, and 135°. Error
bars represent standard errors.
Workload. Generally, the group performing the recovery tasks with the ex-
tended horizon design rated their perceived workload on the NASA–TLX lower
(M = 23.9, SE = 2.7) than the classic horizon group (M = 34.1, SE = 3.0), F(1, 31) = 6.42,
p = .017, ηp² = .17. In addition, the mean subjective workload was also lower with the
MA format (M = 26.4, SE = 1.7) compared to the MH format (M = 31.6, SE = 2.7),
F(1, 31) = 7.09, p = .012, ηp² = .19. However, the Horizon Design × AI Format interac-
tion effect did not become significant, F(1, 31) = 0.12, p = .736, ηp² < .01. Considering
the subscales of the NASA–TLX, the horizon design effect was primarily observable in
mental demand, temporal demand, effort, and frustration, whereas the format effect
was observable in physical demand, temporal demand, and performance.
21
Discussion
This research provides evidence that the superiority of the MA versus MH format
of AIs persists also with the AIs integrated in the typical PFDs of glass cockpits in mod-
ern commercial aircraft. This holds true for both flight-path tracking as well as quick re-
coveries from unusual flight attitudes. Contrary to our expectations, essentially the same
pattern of effects was found for the classic PFDs and the new generation of PFDs with
extended horizon designs.
Let us first consider the results for flight-path tracking and recoveries with the
classic PFD design. When required to maintain a horizontal flight attitude towards ex-
ternal disturbances (flight-path tracking), flight novices were better able to correct con-
tinuously for bank-angle deflections with the MA than the MH format. Likewise, the
participants reported less workload involved in flight-path tracking with the MA com-
pared to the MH format. As expected, no such differences were found for corrections of
pitch deflection, which were depicted in the same way with both formats. Thus, the re-
sults suggest that not only the effectiveness but also the efficiency of flight-path tracking
benefits from depicting bank deflections in terms of a moving airplane compared to a
moving artificial horizon line. These findings support the results of Cohen et al. (2001),
but are in contrast with recent results reported from a study by Yamaguchi and Proctor
(2010), who did not find such an effect with comparable groups of flight novices (i.e.,
undergraduate students). The reasons for this partial inconsistency are difficult to as-
sess. One possible reason might be related to the sort of external disturbance functions
used to produce random deflections of the indicated bank and pitch angle from a hori-
zontal flight. Perhaps only relatively large deflections as used in this study are sufficient
to produce the performance difference between the two AI formats. Unfortunately, no
22
detailed descriptions of the disturbance functions as used by Cohen et al. (2001) and Ya-
maguchi and Proctor (2010) are available. Thus, no decisive conclusion can be reached
in this respect, and certainly, other factors, such as different displays, other control in-
put devices, or different instructions might have contributed to finding different effects.
More clearly and in line with the majority of earlier research are the findings with
respect to recovery task performance. First, as expected, the rate of reversal errors in-
creased with increasing bank-angle changes for both display formats. However, more
importantly and largely independent of the degree of bank-angle changes, the partici-
pants committed a higher rate of reversal errors with the MH compared to the MA for-
mat. The fact that the response times until the initiation of recovery movements did not
differ significantly between conditions eliminates the possibility that the differences in
reversal error were only caused by a sort of speed–accuracy trade-off. Rather, it directly
supports the hypothesis of a real difference between both AI formats in terms of better
support for quick and correct recovery performance by the MA format. This is further
mirrored by the NASA–TLX data, which show that the participants perceived lower
workload when flying with the MA than the MH format. This pattern of results directly
confirms the results of early studies with recovery tasks (Browne, 1954; Gardner et al.,
1954). It indicates that the classic design of PFDs in glass cockpits does not appear to
change much of pilots’ performance and compatibility issues compared to electrome-
chanic AI instruments used in earlier studies, primarily of the 1950s to 1970s. Obvi-
ously, the principle of the moving part still represents the dominant compatibility prin-
ciple, guiding intuitive and quick responses in current glass cockpits.
Contrary to expectations, the extended horizon design did not change this effect
much, either. Actually, the same pattern of findings was observed for both tracking and
23
recovery when using the extended horizon design. Originally, we had expected that the
extended horizon design would ease the appropriate perception of figure and ground re-
lation and, thus, facilitate the correct interpretation of the MH format. Consequently,
differences in performances between the MH and MA format were expected to decrease.
However, neither the results of the tracking task, nor the results of the recovery task
provide evidence for this assumption based on the performance measures. A general
benefit of the extended horizon design is only reflected in the assessments of subjective
workload after performance of the recovery task. This effect emerged independently of
the AI format, though.
Why the expectations concerning the extended horizon format were not sup-
ported is not clear at this moment. A possible explanation is that in an extended horizon
design the artificial horizon is still displayed in the peripersonal system. Thus, according
to the neuropsychological theory of Previc and Ercoline (1999), even with a better fig-
ure–ground representation, the artificial horizon of the MH format will not be inter-
preted as a stable reference system. Additionally, the familiarization phase might not
have been sufficient to provide novices with a proper and good understanding of the
basic logic of the MH format and its relationship to the natural horizon. Lacking this un-
derstanding, any design features making the figure–ground relationship more intuitive
might not have been effective for them.
This leads to a general limitation of the first experiment, namely the use of flight
novices. It might be questioned to what extent the results favoring the MA over the MH
format might be generalized to pilots. Experienced Western pilots trained with the MH
display have knowledge that novices do not have and, thus, can be expected to have a
better understanding of the AI format reference with respect to the basic principle of
24
pictorial realism. Earlier findings indeed suggest that the superiority of MA might not
emerge with such pilots (Browne, 1954; Gardner et al., 1954; Hasbrook & Rasmussen,
1973). This is expected especially for tasks they perform in daily flying (e.g., tracking).
However, results also suggest that pilots would not have much difficulty switching from
the MH to the unfamiliar but putatively more intuitive MA format (Previc & Ercoline,
1999). Thus, a second experiment was conducted including pilots as participants.
Experiment 2
Method
Participants. Thirteen certified pilots (2 female) participated in the study. The
pilots’ age ranged from 23 to 33 years (M = 27.4, SD = 2.8). All pilots had experience
with flying according to instrument flight rules (IFR), ranging from 50 to 1,400 flight
hours with a mean of 379.8 hr (SD = 404.1). Three of them were helicopter pilots. All 13
pilots obtained their IFR training and experience with MH formatted displays or instru-
ments. They volunteered their time to participate in the study.
Design. The same factors were used as in the first experiment. However, instead
of one between-subject factor both factors were defined as within-subjects factors.
Procedure. The experimental procedure corresponded in most aspects to the
first experiment. However, the standardized introduction was shortened, and the phases
to adapt to the simulator and to familiarize with the different display configurations
were condensed to one session displaying both outside view and PFD at the same time.
However, during data collection the outside view was removed as in the first experi-
ment.
25
Each participant performed both tasks with all four possible display conditions.
However, the factor horizon design was always sequenced en bloc to resemble a proce-
dure similar to the first study. The resulting possible combinations were counterbal-
anced over all participants. Between switching the horizon design, the participants had a
break of about 15 min.
Results
Tracking task. One participant was considered an outlier in the tracking task,
thus reducing the sample size to 12 participants for this analysis. Mean bank tracking
performance was somewhat better when using the MH format (M = 2.22°, SE = 0.08°)
compared to the MA format (M = 2.64°, SE = 0.15°), F(1, 11) = 20.32, p < .001,
ηp² = .65. Yet, no further effect became significant when considering the RMSE of bank,
all F < 1.4, p > .26, ηp² ≤ .11. A similar effect emerged for the pitch error, which was
slightly smaller in the condition with the MH format (M = 0.87°, SE = 0.02°) compared
to the MA format (M = 0.94°, SE = 0.04°), F(1, 11) = 5.64, p < .037, ηp² = .34. Again, no
other effect was significant, as all F values < 1.0. No significant effects were found when
analyzing the NASA–TLX data, all F < 3.3, p > .10, ηp² ≤ .23.
Recovery task. No participants’ data were removed from the recovery analysis
due to the outlier definition, but 2.1% of all individual trials were disregarded due to un-
successfully finished recoveries or response time constraints.
Reversal error. The percentages of reversal errors when recovering different
bank angles with both AI format conditions and both horizon design conditions are pre-
sented in Figure 3A. As becomes evident, the pilots performing the recovery task with
the classic horizon design committed considerably more reversal errors when using
26
their familiar MH format (M = 4.0%, SE = 1.7%) than when using the MA format
(M = 0.8%, SE = 0.5%). However, no comparable difference emerged for the extended
horizon design (MH: M = 1.2%, SE = 0.9%; MA: M = 1.6%, SE = 1.3%). In the ANOVA,
this was reflected in a significant Horizon Design × AI Format interaction effect,
F(1, 12) = 6.48, p = .026, ηp² = .35. Neither of the main effects became significant: AI
format, F(1, 12) = 2.30, p = .155, ηp² = .16; horizon design, F(1, 12) = 0.45, p = .516,
ηp² = .04. These findings suggest that the benefits of the MA display mainly emerged
when flying with the classic PFD, compared to the condition with the extended horizon
design.
In addition, the main effect of bank angle also became significant,
F(1.43, 17.18) = 8.05, p = .006, ηp² = .40, reflecting that the number of reversal errors
was, as expected, higher in the 135° condition than the other two conditions (compare
Figure 4A). No interaction effect involving the bank angle became significant; all F value
were ≤ 1.0.
Response time. The mean response times corresponding to the effects found
for reversal errors are shown in Figure 3B and Figure 4B. None of the three main ef-
fects—that is, AI format, F(1, 12) = 0.31, p = 0.588, ηp² = .03; horizon design,
F(1, 12) = 0.23, p = .641, ηp² = .02; and bank angle, F(2, 24) = 0.46, p = .639,
ηp² = .04—nor the interaction effects became significant. Only the AI Format × Bank
Angle interaction at least approached the usual level of significance,
F(1.57, 18.86) = 3.49, p = .061, ηp² = .23, reflecting that differences between response
times for the different bank angles were somewhat larger in the MH compared to the
MA condition. For all other interaction effects, the F values were < 1.0.
27
Figure 3. Pilots’ means of (A) reversal error and (B) response time for both horizon de-
sign conditions, classic and extended, and both attitude indicator (AI) format condi-
tions, moving horizon (MH) and moving aircraft (MA). Error bars represent standard
errors.
Figure 4. Pilots’ means of (A) reversal error and (B) response time over both horizon de-
sign conditions for both attitude indicator (AI) format conditions, moving horizon (MH)
and moving aircraft (MA), and for each bank angle condition, 45°, 90°, and 135°. Error
bars represent standard errors.
28
Workload. No significant effects whatsoever were found for the NASA–TLX
data, all F ≤ 1.4, p ≥ .26, ηp² ≤ .10.
Discussion
The results of the second experiment suggest that the MA format provides perfor-
mance advantages compared to the MH format even for pilots who are familiar and well
trained with the MH format. However, these advantages only emerged in the recovery
task whereas for flight-path tracking a reverse effect was found. In addition, the ad-
vantages seem to be largely reduced when using an extended horizon compared to the
classic horizon design.
Let us again first consider the results in condition classic horizon design. In con-
trast to the first experiment, no benefit of the MA compared to the MH format was
found for flight-path tracking. Instead, a reverse effect emerged, favoring the MH for-
mat. Most likely, it reflects the fact that our pilots all have gained extensive practice in
conducting such tracking tasks with the MH format from flight training and on-the-job
experience. This obviously helped to more than compensate for the disadvantages of this
format in terms of compatibility. Given this, it is remarkable that the differences be-
tween both AI formats were small (RMSE of 2.22° vs. 2.64°), and hardly of any practical
significance. This corresponds to other studies, which often have found MH trained pi-
lots performing tracking tasks almost as well with the MA as with the MH format (Ber-
inger et al., 1975; Cohen et al., 2001).
In contrast, the results of recovery task performance with the classic PFD design
directly mirrored the results of novices. Even though the pilots were trained with the
MH format and had a mean of about 380 flight hours of IFR experience, they committed
29
a higher rate of reversal errors when performing the recovery task with the MH com-
pared to the MA format in the classic horizon condition. The rate of reversal errors with
the classic MH format directly corresponds to what has been found in previous research
with pilots (Previc & Ercoline, 1999). The finding of an advantage of the MA compared
to the MH format was almost surprising because previous research with pilots was
somewhat inconsistent in this respect, with most studies not reporting a clear advantage
for either format (cf. Previc & Ercoline, 1999). A straightforward explanation for this
finding is that the recovery task used in this study with sudden and distinct changes of
the attitude by 45° to 135° represents a rather unusual and less practiced task, even for
pilots. Hence, our finding confirms the assumption that the MA format is generally
more intuitive and better able to support tasks one is not specifically trained for than the
MH format. It also suggests that a transfer from MH to MA would be possible without
many problems even for MH trained pilots. Overall, this again supports the assumption
that the mental representation of most pilots rarely includes a world moving around
their aircraft, but rather an aircraft moving in reference to a stable world, which is better
represented by the MA than the MH format (Johnson & Roscoe, 1972; Kovalenko, 1991;
Previc & Ercoline, 1999).
However, with the extended horizon PFD, the previously discussed effect is re-
duced or even eliminated in the recovery task. It is interesting that this expected reduc-
tion of differences in performance between the AI formats was only observable with pi-
lots, but not with novices. This finding supports what we suspected when discussing the
results of the first experiment. We assumed that the novices might not have acquired a
proper understanding of the basic idea of the MH display and, therefore, could not ben-
efit from an improved figure–ground representation provided by the extended horizon
30
design. The pilots, on the contrary, had much experience with visual as well as instru-
ment flying and thus had a much better understanding of the relationship between the
perceived “movements” of the natural horizon induced by a banking aircraft and the
movements of their MH AI display. Consequently, they could benefit from the better fig-
ure–ground separation achieved by the extended horizon display than novices, despite it
still being presented in the peripersonal space. Thus, extended horizon displays at least
seem to be able to reduce or even eliminate the differences between the two AI formats,
although they still cannot be expected to reverse the usually found performance differ-
ences between these formats. This seems true for pilots who have a proper understand-
ing of what the basic idea of the MH format is.
Summary and Conclusion
The intention of the experiments presented in this article was to investigate to
what extent the superiority of the MA format over the MH format in maintaining spatial
orientation persists with current PFD technology. Four findings seem to be important in
this respect.
First, the overall results of our experiments show that even with modern PFD
technology found in today’s glass cockpits of civil aircraft, the findings of the early stud-
ies with small round electro-mechanical instruments can be replicated in most aspects.
This provides strong evidence that the superiority of the MA format over the MH format
with respect to supporting spatial orientation and intuitive understanding of the de-
picted attitude changes still persists with current PFDs. Thus, Western civil aircraft still
seem to use an inferior AI format as part of the PFD.
Second, the fact that this was not only true for novices, but also experienced pi-
lots, provides evidence that even for this latter group the principle of the moving part
31
represented by the MA format is the more efficient principle for supporting quick and
correct responses to unexpected attitude changes than the competing principle of picto-
rial realism underlying the MH format.
Third, and related to the conclusion before, these findings suggest that even pi-
lots trained and experienced to fly with an MH formatted AI would probably be able to
switch to the MA format without any negative performance consequences. Thus, our
findings support the conclusion of Previc and Ercoline (1999) that the aviation commu-
nity might seriously reconsider an implementation of the MA concept. However, we
frankly acknowledge that the chances for such change are probably close to zero, given
the enormous effort in terms of investments and new certifications needed. However,
for rather new applications, such as control stations for remotely piloted aerial systems,
an implementation of AIs corresponding to the MA format should seriously be taken
into consideration. Here it is especially advisable, because the principle of pictorial real-
ism does not seem to be appropriate in any way for remote controllers not sitting in the
aircraft they control (cf. Previc & Ercoline, 1999).
Fourth, the extended horizon PFD used in our experiments seemed to reduce or
even eliminate the effect of a superior MA format at least for pilots. Thus, if the use of
the MH format is inevitable, it is recommended at minimum to implement the extended
horizon design, due to the better support of a proper figure–ground separation when in-
terpreting the display.
Some limitations of this research should be considered along with these conclu-
sions. First, our study involved only novices and pilots trained with the MH format.
Given the latter, we only could investigate possible effects involved in a transfer from
the MH to the MA format but not vice versa. Yet, it would be interesting to investigate
32
the reverse transfer as well. If our conclusions are correct, we would suggest that trans-
ferring from the MA to the MH format should be associated with much more severe per-
formance consequences. This has been supported by observations of Kovalenko (1991)
and Ponomarenko, Lapa, and Lemeshchenko (1990) but has rarely been addressed in
systematic studies. The only exception we are aware of is the training study of Yamagu-
chi and Proctor (2010), although they did not find asymmetric transfer effects.
Second, the pilots we were able to recruit for the experiment, were relatively
young. It cannot be excluded that pilots with a year-long experience would produce dif-
ferent results.
Third, the classic recovery task used in our studies only involved discrete bank
deflections as stimulus. In aviation, however, dynamic deflections or disturbances are
usually occurring. These could even increase time pressure on recoveries from unusual
attitudes and exacerbate the problems of the MH format. A current study in our lab is
addressing this issue.
Fourth, the studies were conducted in a simplified fixed-base flight simulator. It
is not certain that the results obtained here can be generalized to real flying situations,
which provide further cues for spatial awareness (e.g., vestibular feedback). Finally, with
the extended design, one of the most recent design variants of civil aviation PFDs was
considered in our experiments. However, other new developments are already available
in some modern cockpits, which might create entirely new circumstances for the evalua-
tion of proper AI formats, such as synthetic vision and head-up displays. With these dis-
plays, the issue of MH versus MA could be different (e.g., Beringer & Ball, 2009) and
more research will be needed to see whether this issue eventually will become moot.
33
Thus, it seems that questions concerning proper AI design will remain an important
topic of human factors research also in the future.
Acknowledgments
The authors thank all experimental participants and Stephan Pietschmann for his
software support.
34
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Müller_etal_Attitude_2018.pdf

  • 1. This version is available at https://doi.org/10.14279/depositonce-10979 Copyright applies. A non-exclusive, non-transferable and limited right to use is granted. This document is intended solely for personal, non-commercial use. Terms of Use Müller, S., Sadovitch, V., & Manzey, D. (2018). Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With Current Technology. The International Journal of Aerospace Psychology, 28 (1–2), 46–61. https://doi.org/10.1080/24721840.2018.1486714 This is an Accepted Manuscript of an article published by Taylor & Francis in The International Journal of Aerospace Psychology on 06 July 2018, available online: http://www.tandfonline.com/10.1080/24721840.2018.1486714. Simon Müller, Vitalij Sadovitch, Dietrich Manzey Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With Current Technology Subtitle Accepted manuscript (Postprint) Journal article |
  • 2. 1 Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With Current Technology Simon Müller, Vitalij Sadovitch, and Dietrich Manzey Work, Engineering, & Organizational Psychology, Department of Psychology and Ergo- nomics, Technische Universität Berlin, Berlin, Germany Corresponding author: Simon Müller, simon.mueller@tu-berlin.de, Department of Psychology and Ergonomics, Technische Universität Berlin, Marchstr. 12, 10587 Ber- lin, Germany
  • 3. 2 Abstract Objective: The experiments investigated the “old issue” of the attitude indica- tor’s moving-horizon versus moving-aircraft format with current primary flight display technology. Of interest was whether the effects found in earlier studies, favoring the moving-aircraft format, could be replicated with most recent technology including ex- tended horizon displays, which depict the artificial horizon extended over the whole screen with overlaying speed and altitude scales (e.g., B787). Background: Although the moving-horizon format represents the standard ap- proach in Western aviation, human factors research from the 1950s to the 1970s with round electromechanical instruments favored the moving-aircraft format with respect to better support of flight-path tracking and unusual attitude recoveries. However, recent studies using laboratory displays more similar to modern primary flight displays pro- vided inconsistent results. This led to the assumption that the display’s design is a mod- erating factor of those effects. Method: Thirty-two novices and 13 pilots flew several tracking and recovery tasks in a PC-based simulator equipped with moving-horizon and moving-aircraft for- mats in classic and extended horizon design. Results: The data show that the previous effects favoring a moving-aircraft for- mat of displaying bank information can be replicated with current primary flight display designs. However, the extended horizon design seems to reduce this effect, at least for pilots. Conclusion: The results suggest reconsidering the format of the attitude indica- tor at least for new applications, such as control of remotely piloted aircraft.
  • 4. 3 Keywords: display-control or stimulus-response compatibility, display design principles, spatial disorientation, attitude indicator
  • 5. 4 Attitude Indicator Design in Primary Flight Display: Revisiting an Old Issue With Current Technology Flying an aircraft in instrument meteorological conditions (IMC), for example, clouds or night skies, precludes the direct reference to the outside view, possibly con- tributing to an unrecognized spatial disorientation. Spatial disorientation can be defined as an “erroneous sense of one’s position and motion relative to the plane of the earth’s surface” (Gillingham & Previc, 1993, p. 77) and has been a constant contributing factor to a number of fatal aviation accidents (Comstock, Jones, & Pope, 2003; Gibb, Ercoline, & Scharff, 2011; Poisson & Miller, 2014; Roscoe, 2004). Especially untrained and begin- ner pilots who are not familiar with flying under IMC tend to experience difficulties maintaining proper spatial orientation, when unsuspectedly losing the natural horizon as visual reference (Roscoe, 2004). In IMC, pilots depend on the attitude indicator (AI) to assess the orientation of their aircraft. The AI is one among other instruments that of- fer ownship orientation information. It provides information on the aircraft’s pitch and bank angles in relation to the natural horizon and represents the central element of the primary flight display (PFD) in modern aircraft. In aviation history, two alternative design options have primarily been used to present attitude information: the moving-horizon (MH) format and the moving-air- craft (MA) format.1 The MH format was introduced in 1929 and has been the standard 1 There are several other concepts proposed for displaying the flight attitude, such as frequency- separated display (Beringer, Williges, & Roscoe, 1975; Roscoe, 1968), kinalog display (Fogel, 1959), or Arc-Segmented Attitude Reference display (Self, Breun, Feldt, Perry, & Ercoline, 2002). These concepts
  • 6. 5 AI format in Western aviation ever since (Previc & Ercoline, 1999). It shows a fixed air- plane symbol in the center of the display as a stable element, while the artificial horizon is moving according to the outside view (the natural horizon). That is, banking of the aircraft to the right is indicated by rotating the artificial horizon to the left and vice versa. Pitching of the aircraft is indicated by upward or downward movements of the horizon line. This attitude display format is based on the so-called principle of pictorial realism (Roscoe, 1968), because it indicates changes of bank angles by movements of an artificial horizon, as if looking through a porthole in front of the aircraft to the outside or drawing the aircraft symbol on the windscreen and viewing it against the natural hori- zon. It can be considered as an abstract version of a so-called contact analog display, which provides visual cues conformal to the “same laws of motion perspective as their visual-world counterparts” (Roscoe & Eisele, 1976, p. 44). The MA format has been used for a long time in Soviet and later Russian aviation (Previc & Ercoline, 1999). It also shows an aircraft symbol in the center and an artificial horizon line. Congruent with the MH format, the pitch angle of the aircraft is indicated by an upward or downward shift of the artificial horizon line. However, contrary to the MH format, the bank angle is indicated by rotating the aircraft symbol while keeping the artificial horizon in a steady horizontal position in reference to the instrument panel. That is, a bank movement of the aircraft to the right or left is indicated by a rotation of the aircraft symbol in the AI to the same direction. Thereby, the MA format fulfills what has been referred to as the principle of moving part (Roscoe, 1968), that is, “the moving have been widely discussed, but they still lack broad adoption in civil aviation. This article is therefore limited to contrasting the two standard formats of Western and Russian aviation.
  • 7. 6 element on a display should correspond with the element that moves in the pilot’s ‘men- tal model,’ . . . and should move in the same direction as that mental representation” (Wickens, 2003, p. 152). The general question of which AI format would be better suited to display the air- craft’s attitude on head-down instruments in terms of intuitive understanding and com- patibility has been addressed by many studies since 1945. Most of the early studies (1950s–1970s) comparing the effectiveness of the different AI formats, have investigated the performance of flight novices (i.e., nonpilots without prior knowledge of flying an aircraft) in recovery tasks. The recovery task simulates a flight situation where a pilot is surprised by a possibly dangerous change of aircraft attitude, for example, an unusually high bank angle. To recover to a horizontal attitude, it is necessary to establish quickly a proper spatial orientation and to initiate a rapid compensatory bank movement (e.g., Roscoe & Williges, 1975). What this research usually found was a clear advantage of the MA over the MH format. Especially, flight novices committed significantly fewer rever- sal errors—that is, initial movement away from the nearest horizon—when flying with the MA compared to the MH format (cf. reviews by Johnson & Roscoe, 1972; Previc & Ercoline, 1999). In contrast, results of studies with experienced pilots were less con- sistent. For example, Browne (1954), Gardner, Lacey, and Seeger (1954), and Hasbrook and Rasmussen (1973) did not find significant differences between MH and MA format for pilots. Whereas in the study of Beringer, Williges, and Roscoe (1975) pilots per- formed better with the MH format, in the study of Dunlap and Associates (as cited in Previc & Ercoline, 1999) the pilots performed better with the MA format. However, the studies suggested at least that changing from the familiar MH format to the MA format would not lead to significant performance decrements. Altogether, these results have
  • 8. 7 been taken as evidence that the MA format of the AI is more intuitive to understand than the MH format, which directly contrasts to the current standard in most aircraft to- day (Previc & Ercoline, 1999). Several theoretical explanations have been raised to explain the putative superi- ority of the MA format for maintaining spatial orientation. The two most common ones attribute it to effects of display-control compatibility and figure–ground relation. Regarding display-control compatibility, two related aspects can be distin- guished. The first one involves what has been referred to as response–effect compatibil- ity (Janczyk, Pfister, Crognale, & Kunde, 2012). It concerns the compatibility of the rela- tionship between the direction of the movement at the controls and the anticipated ef- fect in terms of a change indicated in the display. The relationship is compatible when the movement direction within the display directly corresponds to the movement direc- tion of the control input device that causes the movement. This sort of compatibility is fulfilled with the MA but violated with the MH format. With the MA format, a leftward (or counterclockwise) control input causes a corresponding counterclockwise rotation of the moving element in the display. With the MH format, this relationship is reversed. Based on the ideomotor theory (Greenwald, 1970), it can be expected that pilots’ control movements can be selected faster and more reliably with the MA than the MH display. Direct support for this assumption has been provided by a study by Janczyk, Yamagu- chi, Proctor, and Pfister (2015). In this study, novices were required to bank their simu- lated aircraft from a horizontal starting position either to the left or to the right with both AI formats. Responses were quicker and more correct when conducting the task with the MA display. Further, more indirect support can be derived from the positive re- sults of studies with the frequency-separated displays, which have been proposed to
  • 9. 8 provide display-control-compatible initial indications of flight attitude changes for the conventional MH format (Beringer et al., 1975; Roscoe & Williges, 1975). The second aspect concerns to what extent the stimulus–response mapping—that is, the relationship between observed changes in the display and required responses at the controls—fits to the mental representation of the task. In case of recovery tasks, the goal of the control movement is to compensate a given attitude deflection indicated by a change in the display. That is, the expected relationship between the direction of the change (deflection) seen in the display and the needed direction of movements at the controls required to compensate for it, is reversed. This, again, is fulfilled by the MA for- mat where movements in the display to the left or right require compensatory move- ments at the controls to the right or left, but violated with the MH display where move- ments in the display to the left or right have to be compensated by movements in the same direction. A second effect that might contribute to the superiority of the MA format is pro- posed to be a figure–ground reversal issue (Johnson & Roscoe, 1972). Typically, an ob- ject will be perceived as a figure, when it is moving in front of a stable background or ground. Yet, if most of the visual field is moving uniformly, it also can be perceived as a stationary background, while the observer is moving (Fitts & Jones, 1947). The latter is exactly what happens when pilots look out of the cockpit windscreen when flying a turn. In this case, they see the natural horizon moving but immediately interpret it as a move- ment of their aircraft. However, this is different when considering the movement of the artificial horizon line in an MH formatted AI. Although, representing what would be seen if one looks outside through a small porthole, the horizon line does not fulfill the typical characteristics of a (back)ground. First, it is not presented far behind the aircraft
  • 10. 9 symbol. Second, it represents a comparatively small moving element included in a larger (and stable) instrument panel. This can easily lead to a figure–ground reversal, where the horizon line is perceived as the figure and the instrument panel as the ground. John- son and Roscoe (1972) suggested that flight novices, but also experienced pilots, could easily misinterpret the horizon as the moving part that is being manipulated by their control input, which then leads to exact reversed control responses compared to what is required. Previc and Ercoline (1999) added a neuropsychological explanation for the fig- ure–ground reversal effect based on the assumption that objects in close proximity to the pilot, like cockpit instruments, are perceived and processed differently than infor- mation that is farther away, for example, the natural horizon. Specifically, they assumed four major brain systems are involved when interacting with the external three-dimen- sional world (Previc, 1998). The first and closest system is called the peripersonal sys- tem. It is involved in manipulating and interacting with objects near our bodies. Accord- ingly, movements of objects in this space are usually perceived as what they are (move- ments of objects) but not consequences of a self-motion. The other extreme is the ambi- ent extrapersonal system. It processes information in far distances of the field of view and is mainly involved in monitoring, controlling, and stabilizing one’s position in refer- ence to Earth. Perceived large-scale movements in this domain are usually interpreted as consequences of self-motion. Based on this framework, the main problem of the MH format and the basis for the figure–ground reversal is that movements of the natural horizon, which usually are perceived as large-scale changes in the far domain and pro- cessed by the ambient extrapersonal system, are visualized by a small instrument (i.e., the AI) positioned in the peripersonal space. Consequently, it can be expected that the
  • 11. 10 artificial horizon in the MH format intuitively is perceived as the controllable element, instead of a consequence of self-motion as implicitly assumed by the principle of picto- rial realism (Previc & Ercoline, 1999). However, the results of more recent studies are less consistent and could not al- ways replicate the advantages of the MA compared to the MH format (Gross & Manzey, 2014; Yamaguchi & Proctor, 2006, 2010). This might be caused by two factors. Firstly, some of the latter studies have used only continuous tracking tasks instead of discrete recovery tasks (Yamaguchi & Proctor, 2010). Tracking tasks simulate an attitude-hold- ing task with atmospheric disturbances; that is, participants need to compensate for dis- turbances in pitch and bank to maintain or regain a stable horizontal flight over a dis- tinct period of time (e.g., Cohen, Otakeno, Previc, & Ercoline, 2001; Yamaguchi & Proc- tor, 2010). In contrast to recovery tasks, which request quick discrete movements in re- sponse to a sudden change in the AI, tracking movements represent continuous move- ments controlled by continuous visual feedback. This feedback might make it easier to adapt to the different formatted AIs without any visible performance differences. Sec- ond, most of the early evidence revealing advantages of the MA stemmed from studies using small round electromechanical instruments, as they were common in cockpits at that time. In the more recent studies, usually considerably larger, computer-generated, rather abstract laboratory AI displays expanding over the whole screen were deployed, which often did not correspond to any real cockpit display (Gross & Manzey, 2014; Ya- maguchi & Proctor, 2006, 2010). This suggests that general aspects of AI format like display size or presentation on monitors might also make a difference with respect to the MA versus MH issues.
  • 12. 11 However, just a bigger display does not seem to better support the pilot’s spatial orienta- tion when using an MH-formatted AI (Ding & Proctor, 2017; Previc & Ercoline, 1999). More likely, the specific display design itself might be the key factor here. Especially, most recent AI designs, as used in the B787, have the potential to be superior to small electromechanical indicators or the current AIs integrated into the standard glass-cock- pit PFDs (e.g., A320). These new designs, which we refer to as extended horizon de- signs, comprise an artificial horizon that is extended over the whole screen behind speed and altitude scales. This might better support an interpretation of the artificial horizon as (back)ground, and, thus, reduce the figure–ground reversal issue. This is also sug- gested by some early approaches of AI enhancements that extended the artificial hori- zon even beyond the actual display or instrument and successfully improved the spatial awareness of pilots (e.g., Liggett, Reising, & Hartsock, 2009; Malcolm, 1983). Based on these considerations, this research addresses to what extent the issue of MA versus MH format persists with the typical head-down PFDs usually found in cur- rent commercial aircraft (A320) or more recent versions (B787), how the formats affect the performance in different flight tasks (flight-path tracking, attitude recovery), and what difference expertise (novices vs. pilots) makes. Two experimental studies are re- ported. The first one included flight novices, whereas the second one included experi- enced pilots. For novices, it was hypothesized that the earlier results of a better flight performance with the MA format compared to the MH format can be replicated with the classic PFD design, at least for the recovery task. However, we also assumed that the pu- tative superiority of the MA format would be reduced with the extended horizon design. For pilots, predictions were more difficult. The fact that the pilots have extended train-
  • 13. 12 ing and experience with their MH format must be considered and might affect perfor- mance in favor of the MH display. Yet, it has been shown that a significant portion of MH trained pilots (about 33%) still have a mental model of attitude changes that con- forms to the MA format (Kovalenko, 1991). This would suggest that even the effects for MH trained pilots might be similar to what is expected for novices, primarily for tasks that are not frequently trained on the job and thus require some spontaneous and intui- tive behavior (e.g., recoveries from unusual attitudes). In the following, first the general method of both experiments is described. Subsequently, for each experiment, the spe- cific methods and results are presented and discussed. The article closes with a summa- rizing discussion of both studies in context and some conclusions for applications and further research. General Method Apparatus The experiments were conducted in a PC-based flight simulator. It consisted of a cockpit panel mock-up (Cessna 172 Skyhawk SP G1000) with an integrated screen dis- playing a PFD and an outside-view projection on the wall approximately 1.2 m in front of the mock-up cockpit. The PFD design corresponded in almost all aspects to the PFD currently used in the A320. Some adaptations were made with respect to the implemen- tation of the two AI formats (MA and MH) and both design types; that is, classic and ex- tended horizon (see Figure 1). All PFDs were 12.6 cm high and 19.9 cm wide. The AI of the classic PFDs was 8.3 cm high and 7.1 cm wide. The participants were placed in usual seating distance to the PFD (approximately 60 cm). The input device consisted of a com- mercially available Logitech Extreme 3D Pro joystick. The simulation was a reduced lin-
  • 14. 13 ear flight model with two degrees of freedom, one each in pitch and bank. The input de- flections of the joystick were linearly transferred into pitch and bank rates. There was no need for thrust control. The outside view was generated using the X-Plane 10 flight sim- ulation. Figure 1. All primary flight display (PFD) configurations used in the experiments. The left side shows the moving-horizon (MH) format and the right side the moving-aircraft (MA) format, whereas the upper PFDs are in classic horizon design and the bottom PFDs are in extended horizon design. All PFDs show a bank angle of 45° to the right and pitch up of 10°. Note. AI = attitude indicator.
  • 15. 14 Tasks Tracking. The participants had to maintain a stable horizontal flight with pitch and bank angle of 0°, thereby compensating for preprogrammed disturbances by proper corrections on x- and y-axes of the joystick. The disturbances were simulated by two separate disturbance functions for each axis, based on the sum of five sine functions with input frequencies of 0.1705 Hz, 0.2885 Hz, 0.4918 Hz, 0.8333 Hz, and 1.4286 Hz vertically, as well as 0.1304 Hz, 0.2222 Hz, 0.3750 Hz, 0.6383 Hz, and 1.1111 Hz hori- zontally (cf. Fracker & Wickens, 1989). The amplitude in pitch direction was reduced to a third of the amplitude of the bank function. Recovery. The participants had to perform unusual-attitude recoveries to main- tain a horizontal flight attitude. The unusual-attitude stimuli included a sudden discrete skip of the AI in one frame to the left or right, indicating the change of bank angle of the aircraft by 45°, 90°, and 135°. The pitch angle initially stayed at 0°, but could be altered by the participants during recovery. Participants were instructed to recover to a stable horizontal attitude as quickly as possible. Design The experiment included three factors. The first factor comprised the two PFD design approaches (classic vs. extended horizon). The second factor represented the two formats of the attitude reference, MA and MH (see Figure 1). The third factor, only used for the investigation of recovery-task performance, was the bank angle of unusual atti- tudes (45°, 90°, and 135°). Dependent Measures Performance in the tracking task was assessed by means of deflections in relation to 0° for both axes, bank and pitch, separately recorded with a frequency of 60 Hz.
  • 16. 15 Based on these data, the root mean square error (RMSE) was calculated across trials to assess the tracking error for bank and pitch movements. Note that the tracking error for pitch movement was just calculated as a control variable. No effects were expected for this measure because the AI formats did not differ in depicting pitch movements. Per- formance in the recovery task was assessed by two measures. The first one included the percentage of reversal errors, counted whenever the initial joystick input to an unusual attitude change was initiated to the wrong direction; that is, an initial input that ampli- fies instead of compensates for a given attitude change. The second measure included the response time needed to respond to a given attitude change. It was defined as the time between the occurrence of the unusual attitude stimulus and the first input de- tected at the joystick. Only correct trials without reversal errors were considered for this measure. In addition, for both tasks, the subjectively perceived workload was assessed by means of the unweighted mean score of the NASA–TLX (Hart, 2006; Hart & Staveland, 1988). Data Analysis Prior to data analyses, outlier corrections were made. For analyses of tracking performance, participants’ data were excluded if their bank RMSE exceeded 3 standard deviation (SDs) from the mean of the respective condition. Regarding the recovery task, only successfully completed recovery trials were considered in the analysis. A recovery was defined as successful if the bank and pitch angles of the aircraft were restabilized within 10 s and remained stable for at least 2 s within a range of ±2°. Furthermore, trials for which response time was shorter than 100 ms were excluded from both measures of the recovery task. Data for participants who could not successfully finish more than 25% of the recovery trials in one of the conditions were entirely removed from the analysis.
  • 17. 16 Analyses of variance (ANOVAs) with repeated measures were used to analyze the dependent measures for tracking and recovery tasks. Percentage data of reversal errors were arcsine transformed to achieve better distribution characteristics (Sokal & Rohlf, 1981). We report the back-converted descriptive statistics for reversal errors in percent to facilitate interpretation. An alpha level of 5% was defined for considering effects as significant. In case of violations of the sphericity assumption (Mauchly, 1940), degrees of freedom of the F test were corrected according to the Huynh–Feldt procedure (Huynh & Feldt, 1976). Experiment 1 Method Participants. A total of 36 participants (16 female, 20 male) took part in the study. None of them had any prior knowledge of flying a real aircraft whatsoever. Eight- een participants had some limited experiences based on casually flying in flight simula- tors of different fidelity (including PC-based games). They were randomly assigned to two groups constrained by an equal distribution of gender. The first group performed all tasks with the classic PFD design as used, for example, in the A320. The mean age of the participants of this group was 27.0 years (SD = 4.3). The second group performed the tasks with the extended horizon PFD. Their mean age was 25.7 years (SD = 3.8). For participation they received a compensation of 10€ or course credits. Design. The experiment included a 2 (horizon design) × 2 (AI format) mixed- factor design. The first factor representing the classic versus extended horizon design was defined as a between-groups factor. The second factor representing the two AI for-
  • 18. 17 mats was defined as a within-subject factor. For investigating recovery task perfor- mance, a third factor was added, defined as within-subject factor representing the dif- ferent bank angles of unusual attitudes (45°, 90°, and 135°) used in the recovery task. Procedure. Prior to the data collection, every participant read a brief standard- ized introduction including information on the test procedure and the tasks. This was followed by a 4-min accommodation phase to familiarize the participants with the simu- lation, aircraft controls, and flight displays. During this phase, only the outside view was displayed as reference to control the aircraft, and participants were requested to make several flight maneuvers, including different turns and level flights. This accommodation phase was followed by two experimental blocks correspond- ing to the two AI format conditions. Each block started with a familiarization phase of the respective AI format. This phase first included flying with both outside view as well as PFD. Yet, after a couple of minutes, the outside view was removed and only the PFD remained as a reference to control the attitude of the simulated aircraft. The outside- view projection was only enabled at the beginning of each AI training, not during the ex- periment. To ensure that all participants gained a similar knowledge about the aircraft’s reaction to the control inputs, all participants needed to complete several defined flight tasks and a free flight phase. Each familiarization phase lasted 4 min. Besides the PFD, there were no other displays active during the following experimental tasks. First, the participants performed the tracking task for 2 min. Subsequently, they had to provide the NASA–TLX ratings for this task. Then 24 trials (3 bank angles × 2 directions × 4 replications) of the recovery task were performed with a random time interval of 5 to 20 s between two successive trials. After 12 trials, a short break was taken where the partici-
  • 19. 18 pants provided initial NASA–TLX ratings for this task. After the second set of 12 recov- ery trials, another sampling of NASA–TLX ratings followed. Performing the 24 recovery trials with a given AI format lasted about 10 min. The order of experimental blocks, cor- responding to the two AI format conditions, was counterbalanced across participants. Overall, each experimental session lasted about 1.5 hr. Results Tracking task. No participant was considered an outlier in the tracking task. Thus, all 36 participants were included in the following analysis. The participants of both groups were significantly better in maintaining a stable bank attitude with the MA format (M = 4.63°, SE = 0.37°) than the MH format (M = 5.53°, SE = 0.65°), in terms of the RMSE of bank angle, F(1, 34) = 6.67, p = .014, ηp² = .16. However, the ANOVA re- vealed neither a significant main effect of the horizon design, F(1, 34) = 2.23, p = .144, ηp² = .06, nor a significant interaction effect of Horizon Design × AI Format, F(1, 34) = 2.21, p = .146, ηp² = .06. As expected, no significant effects emerged, when considering the RMSE of pitch, all F < 2.5, p > .12, ηp² ≤ .07. The participants rated their perceived workload in the NASA–TLX significantly lower in condition MA (M = 37.6, SE = 2.8) compared to MH (M = 42.3, SE = 3.2), F(1, 34) = 4.99, p = .032, ηp² = .13. In addition, they rated their workload somewhat lower when flying with the extended horizon (M = 35.0, SE = 4.0) than when flying with the classic PFD design (M = 45.0, SE = 4.0). However, this latter effect just failed to reach statistical significance, F(1, 34) = 3.11, p = .087, ηp² = .08. No significant interac- tion effect for Horizon Design × AI Format was found, F(1, 34) = 0.11, p = .744,
  • 20. 19 ηp² < .01. Inspection of the different NASA–TLX subscales revealed that the mental de- mand and effort contributed subscales most to these results. Recovery task. Data of 3 participants were excluded from analysis in the recov- ery task. All three outliers were found in the group flying with the classic MH display. Therefore, the sample size was reduced to 33 participants. For these participants, 3.7% of all individual trials were discarded due to unsuccessfully finished recoveries or re- sponse time constraints. Reversal error. The mean percentage of reversal errors committed by the par- ticipants of both groups for both AI formats and the three bank angles are shown in Fig- ure 2A. The 2 (horizon design) × 2 (AI format) × 3 (bank angle) mixed-factor ANOVA revealed that the participants of both groups were significantly better able to avoid this sort of error with the MA format (M = 4.3%, SE = 0.9%) than with the MH format (M = 13.1%, SE = 2.6%), F(1, 31) = 11.90, p = .002, ηp² = .28. In addition, the main effect of bank angle became significant, F(1.92, 59.66) = 5.60, p = .006, ηp² = .15. As becomes evident from Figure 2A, the participants made fewer reversal errors the smaller the bank angle of the stimulus was. Although it seems that this effect was stronger for the MA than the MH format, the AI Format × Bank Angle interaction just failed to become significant, F(2, 62) = 2.78, p = .070, ηp² = .08. No other effect became significant, all F < 1.6, p > .22, ηp² ≤ .05. Response time. The mean time needed to respond to a given attitude change did not differ significantly over all conditions, which can be seen in Figure 2B. Neither any main effect nor any interaction effect became significant, all F < 1.9, p > .16, ηp² ≤ .06.
  • 21. 20 Figure 2. Novices’ means of (A) reversal error and (B) response time over both horizon design groups for both attitude indicator (AI) format conditions, moving horizon (MH) and moving aircraft (MA), and for each bank angle condition, 45°, 90°, and 135°. Error bars represent standard errors. Workload. Generally, the group performing the recovery tasks with the ex- tended horizon design rated their perceived workload on the NASA–TLX lower (M = 23.9, SE = 2.7) than the classic horizon group (M = 34.1, SE = 3.0), F(1, 31) = 6.42, p = .017, ηp² = .17. In addition, the mean subjective workload was also lower with the MA format (M = 26.4, SE = 1.7) compared to the MH format (M = 31.6, SE = 2.7), F(1, 31) = 7.09, p = .012, ηp² = .19. However, the Horizon Design × AI Format interac- tion effect did not become significant, F(1, 31) = 0.12, p = .736, ηp² < .01. Considering the subscales of the NASA–TLX, the horizon design effect was primarily observable in mental demand, temporal demand, effort, and frustration, whereas the format effect was observable in physical demand, temporal demand, and performance.
  • 22. 21 Discussion This research provides evidence that the superiority of the MA versus MH format of AIs persists also with the AIs integrated in the typical PFDs of glass cockpits in mod- ern commercial aircraft. This holds true for both flight-path tracking as well as quick re- coveries from unusual flight attitudes. Contrary to our expectations, essentially the same pattern of effects was found for the classic PFDs and the new generation of PFDs with extended horizon designs. Let us first consider the results for flight-path tracking and recoveries with the classic PFD design. When required to maintain a horizontal flight attitude towards ex- ternal disturbances (flight-path tracking), flight novices were better able to correct con- tinuously for bank-angle deflections with the MA than the MH format. Likewise, the participants reported less workload involved in flight-path tracking with the MA com- pared to the MH format. As expected, no such differences were found for corrections of pitch deflection, which were depicted in the same way with both formats. Thus, the re- sults suggest that not only the effectiveness but also the efficiency of flight-path tracking benefits from depicting bank deflections in terms of a moving airplane compared to a moving artificial horizon line. These findings support the results of Cohen et al. (2001), but are in contrast with recent results reported from a study by Yamaguchi and Proctor (2010), who did not find such an effect with comparable groups of flight novices (i.e., undergraduate students). The reasons for this partial inconsistency are difficult to as- sess. One possible reason might be related to the sort of external disturbance functions used to produce random deflections of the indicated bank and pitch angle from a hori- zontal flight. Perhaps only relatively large deflections as used in this study are sufficient to produce the performance difference between the two AI formats. Unfortunately, no
  • 23. 22 detailed descriptions of the disturbance functions as used by Cohen et al. (2001) and Ya- maguchi and Proctor (2010) are available. Thus, no decisive conclusion can be reached in this respect, and certainly, other factors, such as different displays, other control in- put devices, or different instructions might have contributed to finding different effects. More clearly and in line with the majority of earlier research are the findings with respect to recovery task performance. First, as expected, the rate of reversal errors in- creased with increasing bank-angle changes for both display formats. However, more importantly and largely independent of the degree of bank-angle changes, the partici- pants committed a higher rate of reversal errors with the MH compared to the MA for- mat. The fact that the response times until the initiation of recovery movements did not differ significantly between conditions eliminates the possibility that the differences in reversal error were only caused by a sort of speed–accuracy trade-off. Rather, it directly supports the hypothesis of a real difference between both AI formats in terms of better support for quick and correct recovery performance by the MA format. This is further mirrored by the NASA–TLX data, which show that the participants perceived lower workload when flying with the MA than the MH format. This pattern of results directly confirms the results of early studies with recovery tasks (Browne, 1954; Gardner et al., 1954). It indicates that the classic design of PFDs in glass cockpits does not appear to change much of pilots’ performance and compatibility issues compared to electrome- chanic AI instruments used in earlier studies, primarily of the 1950s to 1970s. Obvi- ously, the principle of the moving part still represents the dominant compatibility prin- ciple, guiding intuitive and quick responses in current glass cockpits. Contrary to expectations, the extended horizon design did not change this effect much, either. Actually, the same pattern of findings was observed for both tracking and
  • 24. 23 recovery when using the extended horizon design. Originally, we had expected that the extended horizon design would ease the appropriate perception of figure and ground re- lation and, thus, facilitate the correct interpretation of the MH format. Consequently, differences in performances between the MH and MA format were expected to decrease. However, neither the results of the tracking task, nor the results of the recovery task provide evidence for this assumption based on the performance measures. A general benefit of the extended horizon design is only reflected in the assessments of subjective workload after performance of the recovery task. This effect emerged independently of the AI format, though. Why the expectations concerning the extended horizon format were not sup- ported is not clear at this moment. A possible explanation is that in an extended horizon design the artificial horizon is still displayed in the peripersonal system. Thus, according to the neuropsychological theory of Previc and Ercoline (1999), even with a better fig- ure–ground representation, the artificial horizon of the MH format will not be inter- preted as a stable reference system. Additionally, the familiarization phase might not have been sufficient to provide novices with a proper and good understanding of the basic logic of the MH format and its relationship to the natural horizon. Lacking this un- derstanding, any design features making the figure–ground relationship more intuitive might not have been effective for them. This leads to a general limitation of the first experiment, namely the use of flight novices. It might be questioned to what extent the results favoring the MA over the MH format might be generalized to pilots. Experienced Western pilots trained with the MH display have knowledge that novices do not have and, thus, can be expected to have a better understanding of the AI format reference with respect to the basic principle of
  • 25. 24 pictorial realism. Earlier findings indeed suggest that the superiority of MA might not emerge with such pilots (Browne, 1954; Gardner et al., 1954; Hasbrook & Rasmussen, 1973). This is expected especially for tasks they perform in daily flying (e.g., tracking). However, results also suggest that pilots would not have much difficulty switching from the MH to the unfamiliar but putatively more intuitive MA format (Previc & Ercoline, 1999). Thus, a second experiment was conducted including pilots as participants. Experiment 2 Method Participants. Thirteen certified pilots (2 female) participated in the study. The pilots’ age ranged from 23 to 33 years (M = 27.4, SD = 2.8). All pilots had experience with flying according to instrument flight rules (IFR), ranging from 50 to 1,400 flight hours with a mean of 379.8 hr (SD = 404.1). Three of them were helicopter pilots. All 13 pilots obtained their IFR training and experience with MH formatted displays or instru- ments. They volunteered their time to participate in the study. Design. The same factors were used as in the first experiment. However, instead of one between-subject factor both factors were defined as within-subjects factors. Procedure. The experimental procedure corresponded in most aspects to the first experiment. However, the standardized introduction was shortened, and the phases to adapt to the simulator and to familiarize with the different display configurations were condensed to one session displaying both outside view and PFD at the same time. However, during data collection the outside view was removed as in the first experi- ment.
  • 26. 25 Each participant performed both tasks with all four possible display conditions. However, the factor horizon design was always sequenced en bloc to resemble a proce- dure similar to the first study. The resulting possible combinations were counterbal- anced over all participants. Between switching the horizon design, the participants had a break of about 15 min. Results Tracking task. One participant was considered an outlier in the tracking task, thus reducing the sample size to 12 participants for this analysis. Mean bank tracking performance was somewhat better when using the MH format (M = 2.22°, SE = 0.08°) compared to the MA format (M = 2.64°, SE = 0.15°), F(1, 11) = 20.32, p < .001, ηp² = .65. Yet, no further effect became significant when considering the RMSE of bank, all F < 1.4, p > .26, ηp² ≤ .11. A similar effect emerged for the pitch error, which was slightly smaller in the condition with the MH format (M = 0.87°, SE = 0.02°) compared to the MA format (M = 0.94°, SE = 0.04°), F(1, 11) = 5.64, p < .037, ηp² = .34. Again, no other effect was significant, as all F values < 1.0. No significant effects were found when analyzing the NASA–TLX data, all F < 3.3, p > .10, ηp² ≤ .23. Recovery task. No participants’ data were removed from the recovery analysis due to the outlier definition, but 2.1% of all individual trials were disregarded due to un- successfully finished recoveries or response time constraints. Reversal error. The percentages of reversal errors when recovering different bank angles with both AI format conditions and both horizon design conditions are pre- sented in Figure 3A. As becomes evident, the pilots performing the recovery task with the classic horizon design committed considerably more reversal errors when using
  • 27. 26 their familiar MH format (M = 4.0%, SE = 1.7%) than when using the MA format (M = 0.8%, SE = 0.5%). However, no comparable difference emerged for the extended horizon design (MH: M = 1.2%, SE = 0.9%; MA: M = 1.6%, SE = 1.3%). In the ANOVA, this was reflected in a significant Horizon Design × AI Format interaction effect, F(1, 12) = 6.48, p = .026, ηp² = .35. Neither of the main effects became significant: AI format, F(1, 12) = 2.30, p = .155, ηp² = .16; horizon design, F(1, 12) = 0.45, p = .516, ηp² = .04. These findings suggest that the benefits of the MA display mainly emerged when flying with the classic PFD, compared to the condition with the extended horizon design. In addition, the main effect of bank angle also became significant, F(1.43, 17.18) = 8.05, p = .006, ηp² = .40, reflecting that the number of reversal errors was, as expected, higher in the 135° condition than the other two conditions (compare Figure 4A). No interaction effect involving the bank angle became significant; all F value were ≤ 1.0. Response time. The mean response times corresponding to the effects found for reversal errors are shown in Figure 3B and Figure 4B. None of the three main ef- fects—that is, AI format, F(1, 12) = 0.31, p = 0.588, ηp² = .03; horizon design, F(1, 12) = 0.23, p = .641, ηp² = .02; and bank angle, F(2, 24) = 0.46, p = .639, ηp² = .04—nor the interaction effects became significant. Only the AI Format × Bank Angle interaction at least approached the usual level of significance, F(1.57, 18.86) = 3.49, p = .061, ηp² = .23, reflecting that differences between response times for the different bank angles were somewhat larger in the MH compared to the MA condition. For all other interaction effects, the F values were < 1.0.
  • 28. 27 Figure 3. Pilots’ means of (A) reversal error and (B) response time for both horizon de- sign conditions, classic and extended, and both attitude indicator (AI) format condi- tions, moving horizon (MH) and moving aircraft (MA). Error bars represent standard errors. Figure 4. Pilots’ means of (A) reversal error and (B) response time over both horizon de- sign conditions for both attitude indicator (AI) format conditions, moving horizon (MH) and moving aircraft (MA), and for each bank angle condition, 45°, 90°, and 135°. Error bars represent standard errors.
  • 29. 28 Workload. No significant effects whatsoever were found for the NASA–TLX data, all F ≤ 1.4, p ≥ .26, ηp² ≤ .10. Discussion The results of the second experiment suggest that the MA format provides perfor- mance advantages compared to the MH format even for pilots who are familiar and well trained with the MH format. However, these advantages only emerged in the recovery task whereas for flight-path tracking a reverse effect was found. In addition, the ad- vantages seem to be largely reduced when using an extended horizon compared to the classic horizon design. Let us again first consider the results in condition classic horizon design. In con- trast to the first experiment, no benefit of the MA compared to the MH format was found for flight-path tracking. Instead, a reverse effect emerged, favoring the MH for- mat. Most likely, it reflects the fact that our pilots all have gained extensive practice in conducting such tracking tasks with the MH format from flight training and on-the-job experience. This obviously helped to more than compensate for the disadvantages of this format in terms of compatibility. Given this, it is remarkable that the differences be- tween both AI formats were small (RMSE of 2.22° vs. 2.64°), and hardly of any practical significance. This corresponds to other studies, which often have found MH trained pi- lots performing tracking tasks almost as well with the MA as with the MH format (Ber- inger et al., 1975; Cohen et al., 2001). In contrast, the results of recovery task performance with the classic PFD design directly mirrored the results of novices. Even though the pilots were trained with the MH format and had a mean of about 380 flight hours of IFR experience, they committed
  • 30. 29 a higher rate of reversal errors when performing the recovery task with the MH com- pared to the MA format in the classic horizon condition. The rate of reversal errors with the classic MH format directly corresponds to what has been found in previous research with pilots (Previc & Ercoline, 1999). The finding of an advantage of the MA compared to the MH format was almost surprising because previous research with pilots was somewhat inconsistent in this respect, with most studies not reporting a clear advantage for either format (cf. Previc & Ercoline, 1999). A straightforward explanation for this finding is that the recovery task used in this study with sudden and distinct changes of the attitude by 45° to 135° represents a rather unusual and less practiced task, even for pilots. Hence, our finding confirms the assumption that the MA format is generally more intuitive and better able to support tasks one is not specifically trained for than the MH format. It also suggests that a transfer from MH to MA would be possible without many problems even for MH trained pilots. Overall, this again supports the assumption that the mental representation of most pilots rarely includes a world moving around their aircraft, but rather an aircraft moving in reference to a stable world, which is better represented by the MA than the MH format (Johnson & Roscoe, 1972; Kovalenko, 1991; Previc & Ercoline, 1999). However, with the extended horizon PFD, the previously discussed effect is re- duced or even eliminated in the recovery task. It is interesting that this expected reduc- tion of differences in performance between the AI formats was only observable with pi- lots, but not with novices. This finding supports what we suspected when discussing the results of the first experiment. We assumed that the novices might not have acquired a proper understanding of the basic idea of the MH display and, therefore, could not ben- efit from an improved figure–ground representation provided by the extended horizon
  • 31. 30 design. The pilots, on the contrary, had much experience with visual as well as instru- ment flying and thus had a much better understanding of the relationship between the perceived “movements” of the natural horizon induced by a banking aircraft and the movements of their MH AI display. Consequently, they could benefit from the better fig- ure–ground separation achieved by the extended horizon display than novices, despite it still being presented in the peripersonal space. Thus, extended horizon displays at least seem to be able to reduce or even eliminate the differences between the two AI formats, although they still cannot be expected to reverse the usually found performance differ- ences between these formats. This seems true for pilots who have a proper understand- ing of what the basic idea of the MH format is. Summary and Conclusion The intention of the experiments presented in this article was to investigate to what extent the superiority of the MA format over the MH format in maintaining spatial orientation persists with current PFD technology. Four findings seem to be important in this respect. First, the overall results of our experiments show that even with modern PFD technology found in today’s glass cockpits of civil aircraft, the findings of the early stud- ies with small round electro-mechanical instruments can be replicated in most aspects. This provides strong evidence that the superiority of the MA format over the MH format with respect to supporting spatial orientation and intuitive understanding of the de- picted attitude changes still persists with current PFDs. Thus, Western civil aircraft still seem to use an inferior AI format as part of the PFD. Second, the fact that this was not only true for novices, but also experienced pi- lots, provides evidence that even for this latter group the principle of the moving part
  • 32. 31 represented by the MA format is the more efficient principle for supporting quick and correct responses to unexpected attitude changes than the competing principle of picto- rial realism underlying the MH format. Third, and related to the conclusion before, these findings suggest that even pi- lots trained and experienced to fly with an MH formatted AI would probably be able to switch to the MA format without any negative performance consequences. Thus, our findings support the conclusion of Previc and Ercoline (1999) that the aviation commu- nity might seriously reconsider an implementation of the MA concept. However, we frankly acknowledge that the chances for such change are probably close to zero, given the enormous effort in terms of investments and new certifications needed. However, for rather new applications, such as control stations for remotely piloted aerial systems, an implementation of AIs corresponding to the MA format should seriously be taken into consideration. Here it is especially advisable, because the principle of pictorial real- ism does not seem to be appropriate in any way for remote controllers not sitting in the aircraft they control (cf. Previc & Ercoline, 1999). Fourth, the extended horizon PFD used in our experiments seemed to reduce or even eliminate the effect of a superior MA format at least for pilots. Thus, if the use of the MH format is inevitable, it is recommended at minimum to implement the extended horizon design, due to the better support of a proper figure–ground separation when in- terpreting the display. Some limitations of this research should be considered along with these conclu- sions. First, our study involved only novices and pilots trained with the MH format. Given the latter, we only could investigate possible effects involved in a transfer from the MH to the MA format but not vice versa. Yet, it would be interesting to investigate
  • 33. 32 the reverse transfer as well. If our conclusions are correct, we would suggest that trans- ferring from the MA to the MH format should be associated with much more severe per- formance consequences. This has been supported by observations of Kovalenko (1991) and Ponomarenko, Lapa, and Lemeshchenko (1990) but has rarely been addressed in systematic studies. The only exception we are aware of is the training study of Yamagu- chi and Proctor (2010), although they did not find asymmetric transfer effects. Second, the pilots we were able to recruit for the experiment, were relatively young. It cannot be excluded that pilots with a year-long experience would produce dif- ferent results. Third, the classic recovery task used in our studies only involved discrete bank deflections as stimulus. In aviation, however, dynamic deflections or disturbances are usually occurring. These could even increase time pressure on recoveries from unusual attitudes and exacerbate the problems of the MH format. A current study in our lab is addressing this issue. Fourth, the studies were conducted in a simplified fixed-base flight simulator. It is not certain that the results obtained here can be generalized to real flying situations, which provide further cues for spatial awareness (e.g., vestibular feedback). Finally, with the extended design, one of the most recent design variants of civil aviation PFDs was considered in our experiments. However, other new developments are already available in some modern cockpits, which might create entirely new circumstances for the evalua- tion of proper AI formats, such as synthetic vision and head-up displays. With these dis- plays, the issue of MH versus MA could be different (e.g., Beringer & Ball, 2009) and more research will be needed to see whether this issue eventually will become moot.
  • 34. 33 Thus, it seems that questions concerning proper AI design will remain an important topic of human factors research also in the future. Acknowledgments The authors thank all experimental participants and Stephan Pietschmann for his software support.
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