Hot air ballooning is the recreational and competitive adventure sport of flying hot air balloons. Attractive aspects of ballooning include the exceptional quiet (except when the propane burners are firing), the lack of a feeling of movement, and the bird's-eye view. Since the balloon moves with the direction of the winds, the passengers feel absolutely no wind, except for brief periods during the flight when the balloon climbs or descends into air currents of different direction or speed. Hot air ballooning has been recognized by Fédération Aéronautique Internationale (FAI) as the safest air sport in aviation, and fatalities in hot air balloon accidents are rare, according to statistics from the National Transportation Safety Board (NTSB).
History
First manned flight
The first clearly recorded instance of a balloon carrying passengers used hot air to generate buoyancy and was built by the brothers Joseph-Michel and Jacques-Etienne Montgolfier in Annonay, France. After experimenting with unmanned balloons and flights with animals, the first tethered balloon flight with humans on board took place on October 19, 1783, with the scientist Jean-François Pilâtre de Rozier, the manufacture manager, Jean-Baptiste Réveillon and Giroud de Villette, at the Folie Titon in Paris. The first free flight with human passengers was on November 21, 1783. King Louis XVI had originally decreed that condemned criminals would be the first pilots, but de Rozier, along with Marquis Francois d'Arlandes, successfully petitioned for the honor.
Modern revival Modern hot air ballooning was born in 1960, when Ed Yost launched a balloon with a new nylon envelope and propane burner system of his own invention. Yost's first balloon was basketless, with nothing but a seat for him to ride on, but in a few years he and other balloon enthusiasts would develop balloons much like the ones used today.
Today, hot air balloons are used primarily for recreation. According to the FAA's General Aviation Survey data, in 2012, there were about 2,300 personally owned and flown balloons, and about 495 commercial sightseeing ride operators in the United States. Balloon rides are available in many locations around the world and are especially popular in tourist areas. At balloon festivals many balloons will fly at once, with other entertainment available.
Hot air balloons are able to fly to extremely high altitudes. On November 26, 2005, Vijaypat Singhania set the world altitude record for highest hot air balloon flight, reaching . He took off from downtown Mumbai, India and landed south in Panchale. The previous record of had been set by Per Lindstrand on June 6, 1988, in Plano, Texas. However, as with all unpressurised aircraft, oxygen is needed for all crew and passengers on any balloon flight that reaches and exceeds an altitude of .
On January 15, 1991, a balloon called the Pacific Flyer carrying Per Lindstrand (born in Sweden, but resident in the UK) and Richard Branson of the UK flew from Japan to Northern Canada, completing 7,671.91 km. With a volume of , the balloon envelope was the largest ever built for a hot air craft. Designed to fly in the trans-oceanic jetstreams the Pacific Flyer recorded the highest ground speed for a manned balloon of .
The distance record was broken on March 21, 1999, when the Breitling Orbiter 3 carrying Bertrand Piccard and Brian Jones touched down in Egypt, having circumnavigated the globe and set records for duration (19 days, 21 hours and 55 minutes) and distance (46,759 km).
Flight techniques
Most hot air balloon launches are made during the cooler hours of the day, at dawn or two to three hours before sunset. At these times of day, the winds are typically light making for easier launch and landing of the balloon. Flying at these times also avoids thermals, which are vertical air currents caused by ground heating that make it more difficult to control the balloon. In the extreme, the downdrafts associated with strong thermals can exceed the ability of a balloon to climb and can thus force a balloon into the ground.
Sequence
Preflight preparation Before a safe hot air balloon flight can begin, the pilot must check the weather and select a suitable take-off point. The current and forecast weather must have sufficient visibility for the pilot to see and avoid obstructions (little or no fog or low clouds) and sufficiently slow winds to allow take off and landing (less than 5 or 10 mph depending on skill and experience of pilot, passengers, and ground crew).
The take-off point must be large enough to lay out and inflate the envelope and clear of obstructions such as power lines and poles, trees, and buildings to allow lift-off under the predicted wind conditions. Finally, the take-off point must be situated such that the predicted winds will move the balloon in the direction of suitable landing sites. Taking off from a location that is directly up wind of a hazard, such as a large body of water, a large metropolitan area, or a large uninterrupted forest, without sufficient fuel to pass over the hazard is not safe.
Set up
The next step in a hot air balloon flight is unpacking the balloon from its carrying bag, laying it out on the ground, and connecting it to the basket and burner. A fan, often gasoline-powered, is used to blow cold (outside) air into the envelope. The cold air partially inflates the balloon to establish its basic shape before the burner flame is aimed into the mouth heating the air inside. A crew member stationed opposite the mouth, holds a rope (crown line) tied to the apex (crown) of the envelope. Some balloons, AX7 and larger, may have two (or more) crown lines. The "crown-man" role is twofold: one is to prevent the envelope from excessive sway, and two is to prevent the envelope from rising before it is sufficiently buoyant. Once the balloon is upright, pilot and passengers climb into the basket. When the pilot is ready for launch, more heat is directed into the envelope and the balloon lifts off.
The crew then pack up inflation equipment and follow the balloon with the retrieve vehicle (also called a chase vehicle).
Flight During the flight, the pilot's only ability to steer the balloon is the ability to climb or descend into winds going different directions. Thus, it is important for the pilot to determine what direction the wind is blowing at altitudes other than the balloon's altitude. To do this, the pilot uses a variety of techniques. For example, to determine wind directions beneath the balloon a pilot might simply spit or release a squirt of shaving cream and watch this indicator as it falls to determine where possible turns are (and their speed). Pilots are also looking for other visual clues such as flags on flagpoles, smoke coming from chimneys, etc. To determine wind directions above the balloon, the pilot will obtain a weather forecast prior to the flight which includes upper-level wind forecasts. The pilot will also send up a helium pilot balloon, known as a met-balloon in the UK and pibal in the US, prior to launch to get information about what the wind is actually doing. Another way to determine actual wind directions is to watch other hot air balloons, which are the equivalent of a large met-balloon.
Control
The direction of flight depends on the wind, but the altitude of the balloon can be controlled by changing the temperature of the air inside the envelope. The pilot may open one or more burner blast valves to increase the temperature inside the envelope, thereby increasing lift, and thus ascend or slow or stop a descent. The pilot may also open a vent, if the envelope is so equipped, to let hot air escape, decreasing the temperature inside the envelope, thereby decreasing lift, and thus descend or slow or stop an ascent. Unless the pilot intervenes, the air inside the envelope will slowly cool, by seepage or by contact with cooler outside air, and slowly provide less lift.
Delayed response One of the tricks involved in flying a balloon is learning to deal with the delayed response. To slow or stop a descent requires the pilot to open a burner blast valve. This sends hot combustion exhaust through the mouth into the envelope where it expands and forces some cooler air out of the mouth. This lightens the total weight of the system and increases its buoyancy, but not immediately. From the time that the burner is lit until the balloon slows or stops its descent can take 30 seconds or more, depending on its rate of descent, how cold it has become, and how powerful the burner. This delay requires a great deal of anticipation on the part of the pilot.
Steerage The ability to change direction with altitude is called steerage. In the ideal case, in the northern hemisphere, wind direction turns to the right with an increase in altitude. This is due to the Coriolis effect. Winds spiral clockwise, when seen from above, out of a high pressure system and counter clockwise into a low pressure system. However, air travelling close to the ground will tend to move in more of a straight line from high to low pressure due to drag with the ground. Thus, a pilot may hope to find a turn to the left during the descent to landing. In the southern hemisphere, the direction of the spirals is reversed. In reality, interaction with an uneven terrain may lessen or eliminate this phenomenon.
Level flight
The burner is designed to create enough heat to warm up the balloon quickly. It is most efficient only when wide open. There is no good way to maintain the exact temperature required to maintain equilibrium.
Add to that the fact that when a hot air balloon is not actively being heated, it is cooling off. This means that it is in perfect equilibrium only momentarily. The rest of the time it is either too warm or too cool and so either climbing or descending.
These two facts together mean that under most conditions level flight is anything but. The goal of the pilot is to light the burner at the right interval and for the right duration (a few seconds) to keep the balloon slowly drifting up and down about the desired altitude.
An exception is made when flying close to the ground, as in an approach to a landing. Then the burner may be lit for very short bursts at a much higher frequency, thus sacrificing efficiency for accuracy.
Chase
While it is certainly possible to enjoy the sport of hot air ballooning without a chase vehicle, returning from the landing site by foot, bicycle, or hitch hiking, many balloonists opt to be followed by their ground crew in some sort of chase vehicle. Crew at the landing site can aid with the landing itself, by catching a drop line and guiding the balloon into a tight space; with extracting the balloon system from a remote location, such as deep in a farmer's field; and with packing up all the equipment.
Sometimes, a chase vehicle may be equipped with a trailer, which can provide more room at the cost of being more difficult to maneuver. A pickup truck or van by itself can be more maneuverable but at the cost of squeezing all the equipment, crew, pilot, and passengers into a single vehicle. Many chase vehicles are fitted with a cargo liftgate to aid in loading heavy equipment into the cargo space (the envelope itself can weigh 250 lbs or more).
Communication between the balloon and chase vehicle can be accomplished by two-way radio, or even shouting, when they are close enough together. The use of cell phones for this purpose, while the balloon is flying, may violate local telecommunication laws and should therefore be avoided except in an emergency situation.
Landing