CHAPTER 24, Inc., MADISON, WI
SBE 24 GeoSat Pt5

GEOSTATIONARY ORBITS PART 5:
INCLINED-ORBIT SATELLITES

by Neal McLain, CSBE
Copyright © 1995-2002 by Neal McLain

This is the fifth in a series of articles about geostationary orbits; i.e., the orbits occupied by communications satellites which remain at fixed points in the sky.

This fifth article describes inclined-orbit satellites.


SATELLITE DRIFT

A satellite intended for radio communications among fixed earth stations must meet two criteria:

• The satellite must remain at a fixed position in the sky. As we have noted in previous articles in this series, this means that the satellite must move in a geostationary orbit. The owners of most geostationary satellites try to maintain their satellites within a box measuring 0.1° x 0.1°.

• The satellite must be maintained at the proper attitude. This term describes the orientation of the satellite within its box. If the satellite is not maintained at the proper attitude, its antennas will not be aimed properly.

Unfortunately, once a satellite is placed in proper position and attitude, it doesn't stay there: it tends to drift. Drift degrades satellite performance in two ways: the satellite may move out of position, or it may assume an improper attitude.

Drift results from external forces. While there are hundreds of external forces acting on the satellite, the primary forces are these:
• The gravitational pull of the sun. The intensity and direction of this force changes continuously, in daily, yearly, and 55-year cycles. The cyclic nature of this force tends to cause it to cancel itself: an easterly pull at one part of the cycle is offset by a westerly pull half a day later; similarly, a northerly pull is offset by a southerly pull. Nevertheless, there is a net resultant force which, over the course of several months, causes the satellite to drift away from its geostationary position.

• The gravitational pull of other objects in the solar system. Although these forces are considerably weaker than the sun's gravity, their effects can be measured and predicted. Precise orbit calculations usually account for the moon's gravity, and sometimes include the gravitational forces of other planets as well.

• The uneven distribution of land mass on the surface of the earth. The following figure illustrates this situation:

A satellite at 90° west longitude.  Point C = geometric center.  Point G = apparent center of gravity.
Point G lies east of Point C because of the land mass of South America.  Note that the vector
to the earth's apparent center of gravity (Point G) is not congruent with the vector to
the earth's geometric center (Point C).  In the case of geostationary satellites visible from
North America, the land mass of South America tends to cause them to drift to the east.



ROCKETS

To counteract these forces, the satellite must be fitted with some mechanism to move the satellite back into position when it drifts. In outer space, only one such mechanism is available: the rocket.

Now, let's stop and discuss rockets. The popular conception of a rocket is something very large which burns some sort of fuel to produce an enormous thrust.

More generally, a rocket is any device which produces a force by ejecting mass. Fuel-burning rockets produce force by ejecting the products of combustion. But combustion isn't necessary: any mechanism for ejecting mass will produce a force. A common example: a loose balloon flying around the room ejecting its air supply.

The direction of the force produced by a rocket is equal and opposite to the force required to eject the mass. This, of course, is Newton's Third Law: for every force, there is an equal and opposite reaction force.


STATIONKEEPING

Communications satellites are fitted with small rockets called thrusters. On command from the a control station, a thruster is fired; during the firing, it ejects a gas called fuel or propellant. Like the air escaping from the balloon, the ejected gas produces the force.

A ground control station precisely controls all parameters involved in a firing: the position of each thruster relative to the satellite, the timing and duration of each fire, and the pressure of the ejected propellant. If these parameters are controlled properly, the satellite can be maintained at proper position and attitude for years.

This process is called stationkeeping.


SATELLITE LIFE EXPECTANCY

Every time a thruster is fired, propellant is used. Once the supply of propellant is exhausted, the satellite cannot be maintained at proper position and attitude, and the satellite must be retired. Propellant capacity is the primary factor which determines the useful life of a communications satellite.

It is easy to understand that a primary goal of every satellite owner is the conservation of propellant. Many computer studies have been done to determine the optimum trade-off between satellite stability and propellant usage.

These studies have shown that a substantial majority of the propellant is used for just one stationkeeping function: keeping the satellite from drifting along its north-south axis. Kent Carson, director of advanced programs for Comsat Systems Division, has stated that between 80% and 90% of the propellant is used for this function alone. [1]


INCLINED ORBITS

Let us now consider what happens if the owner of a satellite simply stops north-south stationkeeping, and lets the satellite drift freely along its north-south axis.

Two things happen.

• First, the orbit plane becomes inclined with respect to the earth's equatorial plane. The following figure illustrates this situation.

During the course of one sidereal day, the satellite makes one complete revolution around the earth. Because the orbit plane must pass through the earth's center of gravity (Kepler's First Law), the satellite passes through the earth's equatorial plane twice each sidereal day. The satellite is north of the equatorial plane for half of each sidereal day, and south of it for the other half.

From a point on the earth's surface, the satellite appears to oscillate along its north-south axis at a rate of one cycle per sidereal day.

• Secondly, for reasons beyond the scope of this article (conservation of angular momentum), the orbit assumes a slightly elliptical shape. As a result, the satellite no longer moves at constant velocity (Kepler's Second Law). From a point on the earth's surface, it appears to oscillate along its east-west axis at a rate of two cycles per sidereal day.
To summarize: if the satellite owner lets the satellite drift free, two things happen:
• The orbit plane becomes inclined; therefore, the satellite appears to oscillate along its north-south axis at a rate of one cycle per sidereal day.

• The orbit assumes a slightly elliptical shape; therefore, the satellite appears to oscillate along its east-west axis at a rate of two cycles per sidereal day.
If we combine these two apparent motions, the result is an elongated "figure-8" pattern. The satellite completes one complete cycle around the figure-8 pattern each sidereal day. As the satellite continues to drift, the figure-8 pattern becomes larger and larger.

The following figure illustrates this pattern for GStar 3, as it appeared from Madison, Wisconsin (about 43° north latitude) during November, 1995:

Tracking pattern for GStar 3, as it appeared from Madison, Wisconsin in November, 1995.
Data plot prepared by the author using Borland Quattro data presentation software.
Original data courtesy of Communication Technologies, Inc.
The original data for this plot consists of 78 data points representing tracking activity for one sidereal day.
Each data point represents the position of the antenna after peaking.
The center of the figure-8 pattern (Point 0,0) represents the original geostationary position of GSTar 3 before it was allowed to drift freely along its north-south axis.
Horizontal axis is hour angle, in degrees, relative to Point 0,0.
Vertical axis is declination, in degrees, relative to Point 0,0.



ECONOMICS

From the point of view of a satellite owner, the economics of this situation are compelling. On one hand, the revenue derived from leasing transponder time on an inclined-orbit satellite is considerably less than the revenue which could be realized from a truly geostationary satellite. On the other hand, propellent usage is cut dramatically, thereby extending the useful life of the satellite, often by several years. The potential revenue to be derived from this extended life more than offsets the revenue lost through reduced transponder pricing.

It comes as no surprise, then, that many satellite owners have allowed their geostationary satellites to drift into inclined orbits.


BUT IS IT GEOSTATIONARY?

Is an inclined-orbit satellite still "geostationary"?

Strictly speaking, no. In Part 2, we defined geostationary as follows:
• The orbit must be geosynchronous.

• The orbit must be a circle.

• The orbit must lie in the earth's equatorial plane. An inclined orbit is indeed geosynchronous, but it is not a circle and it does not lie in the earth's equatorial plane.
The FCC's definition is less restrictive:
        Geostationary Satellite. A geosynchronous satellite 
        whose circular and direct orbit lies in the plane of
        the earth's equator and which thus remains fixed relative
        to the earth; by extension, a satellite which remains
        approximately fixed relative to the earth. [2]
An inclined-orbit satellite meets the "by extension" part of this definition as long as it is maintained in the correct east-west position (to avoid interference to adjacent satellites) and at the proper attitude (to keep the antennas aimed correctly).


TRACKING

An inclined-orbit satellite poses a problem for the end user: the earth station antenna must track the satellite. For this purpose, the antenna must be equipped with a dual-axis steerable mount and a tracking controller.

A dual-axis steerable mount is a motorized mount which can be moved independently about two axes: east-west and up-down. Any of the following mount types can be used:
EL/AZ mount. This mount is dual-axis by definition: it adjusts the antenna in the azimuth (east-west) and elevation (up-down) axes. Example:


Antenna with EL/AZ-Mount (Andrew Corporation)

Polar mount. A polar mount can be used for tracking if it is equipped to allow adjustment about the declination axis throughout the full range of the satellite's figure-8 pattern. Example:


Antenna with Dual-Axis Polar Mount (Comtech Antenna Systems, Inc.)

Hybrid mount. Andrew manufactures a dual-axis mount which is neither EL/AZ nor polar. The up-down axis is elevation; the east-west axis falls between azimuth and hour angle.


Antenna with Dual-Axis Hybrid-Mount (Andrew Corporation)
The tracking controller moves the antenna automatically to track the satellite. Two types of controllers are available commercially:
AGC-controlled. This type of controller monitors the level of the received signal (typically by monitoring receiver AGC voltage), and moves the antenna periodically to peak the signal.

Most AGC-controlled controllers are equipped to maintain a "history," or " map," of the figure-8 pattern.  The history is established during the first day's operation; thereafter, the history is used in two ways: it tells the controller which way to move the antenna when peaking the signal, and it allows the controller to continue tracking if the satellite signal fails.

The controller updates the history during the course of normal tracking.  Thus, it responds automatically to changes in the shape of the tracking-8 pattern as the satellite continues to drift along its north-south axis.

AGC-controlled controllers move the antenna in a series of short steps.  For this reason, they are sometimes called "step-track" controllers. The original data used to generate the Figure-8 pattern illustrated above was produced by an AGC-controlled controller.  Note that the individual steps are clearly evident in this illustration.

Program-controlled. This type of controller mathematically calculates the pointing angles to the satellite and moves the antenna accordingly.  Calculations are based on program data entered into the controller.

This type of controller is capable of moving the antenna continuously, rather than in a series of steps.  This technique is advantageous in low-signal situations where any change in AGC voltage would result in degraded signal quality.

Because this type of controller calculates pointing angles from program data, it does not respond automatically to changes in the tracking pattern as the satellite drifts.  For this reason, the program data must be updated periodically.

In order for this type of controller to operate satisfactorily, the program data must specify the precise position of the satellite in space at any given time and date.  The position is defined in terms of six parameters called Orbital Elements (sometimes called Keplerian Elements).  There are several standardized formats for specifying orbital elements; the most common is called a Two-Line Element (TLE) Data Set.  TLE data sets are maintained by several of organizations, and are available from a number of websites. [3] The functions of a tracking controller can be integrated into a general-purpose antenna controller.  This type of controller can move the antenna to any satellite, geostationary or inclined.  When moved to an inclined-orbit satellite, the satellite is located by reference to the history or program data.

-------------------------
References:

[1] Scott Chase. "Earth Station Technology: Keeping Up with Orbital Capabilities." Via Satellite Return to text.

[2] Code of Federal Regulations, Title 47, Section 2.1. Washington: United States National Archives and Records Administration. Return to text.

[3] Sources for TLE data: Celestrak, a site maintained by Dr. TS Kelso.
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