As briefly outlined in
Section 1, dynamic stall and its control with SJAs involve the formation and shedding of both small- and large-scale vortical structures. A variety of coherent-structure identification methods exist to locate, extract, and visualize flow features across different spatial and temporal scales [
36]. In the present study, the Galilean-invariant
criterion [
67] is the primary structure-identification tool for instantaneous realizations. Given the velocity field
and the in-plane position vector
,
is defined locally at the reference point
according to:
where
is the area of interest around the reference point
, here taken as a square window here taken as a square window with side length equal to 5% of the chord. By definition,
is a dimensionless scalar bounded by
, with vortex cores identified by the local extrema of
and the sense of rotation given by the sign of the extrema. In dynamic stall, the instantaneous flow field contains valuable information that is often lost in the mean field and includes vortical structures that are not necessarily phase coherent. As gradient-based approaches are sensitive to numerical differentiation noise, especially in instantaneous realizations, the
criterion has been widely employed instead [
36,
56,
60]. In what follows, we continue to use the nomenclature introduced in
Section 1, while all other symbols are defined upon first use. In agreement with the terminology used so far and common turbulence conventions,
,
, and
are used to denote time-averaging, magnitude (norm), and conditional or ensemble averaging, respectively. All plots are normalized by the freestream velocity
and the airfoil chord length
c. The SJA location is indicated by a black triangle, and upward and downward arrows represent the airfoil pitching direction, corresponding to the upstroke and downstroke phases of the motion cycle.
3.1. An Overview of the Static Airfoil
In this section, the static airfoil is examined first to establish a reference frame for the unsteady events occurring in the pitching configuration. Global flow features are extracted from the mean streamlines shown in
Figure 4, complemented by instantaneous velocity fields overlaid with
contours in
Figure 5. For all cases considered here, the boundary layer near the leading edge is initially attached and laminar, followed by the onset of transition. Laminar-to-turbulent transition in shear flows, including separated shear layers on bluff bodies [
68], boundary layers [
69] , and laminar separation bubbles [
70], exhibits similar characteristics. A laminar separation bubble is observed in
Figure 4(a) and
Figure 4(c), whereas
Figure 4(b) and
Figure 5(d) show a separated shear layer on a bluff body and a fully attached boundary layer, respectively. For all of these cases, the roll-up process initially redistributes the contained vorticity into elongated spanwise vortices, forming the so-called cat’s-eye pattern, and is subsequently followed by the emergence of fully rolled-up discrete spanwise vortices. The described evolution is commonly explained by the continued growth of the Kelvin–Helmholtz instability wave [
70,
71].
Beyond the initial roll-up phase, the discrete spanwise vortices enhance the entrainment of high-momentum fluid from the outer flow into the near-wall region. If conditions are met, the separated shear layer can reattach onto the airfoil surface in a mean sense, leading to the formation of an LSB, as observed for the
case at
. A comparison between
Figure 4(a) and
Figure 5(b) indicates that a further increase in angle of attack to
for the uncontrolled airfoil leads to the failure of shear layer reattachment, resulting in massively separated flow in the mean sense. This regime change is evidenced by the onset of reverse flow over the aft portion of the suction side, along with a marked reduction in streamwise velocity near the leading edge, indicating the collapse of the suction peak. Previous studies on the NACA 0018 airfoil at
similarly identify
as representative of post-stall conditions [
72,
73,
74,
75], in agreement with the present observations.
Forcing at either or selectively amplifies the instabilities, thereby promoting earlier transition to turbulence. The resulting turbulent boundary layers exhibit increased resistance to flow separation, leading to a substantial delay in static stall to higher angles of attack for both and . As the angle of attack increases beyond the baseline static stall angle, the laminar portion of the boundary layer initially remains confined within the favorable pressure gradient region near the airfoil leading edge, thereby preventing laminar separation. Concurrently, the stagnation point moves down the pressure side, while the suction peak progressively shifts upstream and eventually moves ahead of the SJA location. At sufficiently high angles of attack, the laminar boundary layer upstream of the SJAs is once again exposed to an adverse pressure gradient, rendering separation unavoidable. If the entrainment of synthetic jet structures within the separated shear layer is sufficient to allow reattachment, an LSB can form in the mean sense, analogous to the baseline case.
Reattachment is more likely under low-frequency forcing, owing to the larger synthetic jet structures and enhanced entrainment. The formation of an LSB prior to stall is evident for the
case, as shown in
Figure 4(c). Under high-frequency forcing
; however, flow control is less effective and the response becomes more sensitive to small variations in angle of attack near the static stall condition. Consequently, prior to stall, only a fully attached boundary layer, as shown in
Figure 4(d), could be captured for this case. The similarities and differences between LSBs formed with and without forcing are also of interest. At low Reynolds numbers, relatively long separation bubbles are known to form on the airfoil [
76]. In the unforced case
, the LSB is longer than in the forced case
, due not only to disturbances introduced by the synthetic jets, but also to the increased adverse pressure gradient downstream, which promotes spanwise instabilities, leading to earlier transition and reattachment [
77]. The solid blue lines in
Figure 4 and
Figure 5, extracted from the onset of the reverse flow on the airfoil surface, denote the dividing streamline and indicate the extent of the LSBs. In both cases, the separated shear layer undergoes periodic roll-up into spanwise vortices near the point of maximum bubble height, followed by breakdown into smaller-scale structures downstream of reattachment.
For the Reynolds number considered in this study, flow separation in the early post-stall range of angles of attack is highly intermittent in instantaneous realizations. Similar intermittency was reported by Aniffa and Mandal [
78] for a NACA 0012 airfoil at a chord-based Reynolds number of
and a stall angle of
, conditions comparable to those of the present NACA 0018 case with
and
. In their work, proper orthogonal decomposition (POD) was used to examine intermittency. Here, the intermittency factor
and the reverse-flow area
A are used instead. The intermittency factor
is defined as the fraction of instances during which reverse flow is present at a given location, such that
, where
P denotes the probability operator. Accordingly,
contour, commonly referred to as the 50% forward-fraction line, identifies locations where the probability of reverse flow is 50%. This line is shown in
Figure 4 and
Figure 5 to indicate the extent of flow separation for
case. The global reverse-flow area
A may be defined on the Cartesian grid shown in
Figure 1(a), and is mathematically given by:
The reverse-flow area is evaluated for three uncontrolled cases,
,
, and
, with the corresponding probability density function (PDF)
shown in
Figure 6. The skewness
and flatness
of each distribution are reported in the top-right corner of each panel. The dashed blue and green lines denote the reverse-flow area computed from the mean flow field
and the mean reverse-flow area
respectively. Because the reverse-flow area is not a linear operator owing to the temporally varying topology of the reverse-flow region, in general
. Nevertheless, as the massively separated flow becomes less intermittent, the two quantities become increasingly comparable, as evident for
case in
Figure 6(c). Despite the flow appearing completely separated in the mean sense for all three cases,
case is highly intermittent, which motivated the selection of
as the representative post-stall condition in
Figure 4 and
Figure 5. Statistics of the reverse-flow area for the three cases are reported in
Table 2. The maximum, and consequently the mean, reverse-flow area increases considerably from
to
, and remains relatively unchanged from
to
. Overall, for
the mean flow field is no longer a suitable representation of the flow state, and conditional averaging is therefore required. The conditioning criterion used here is
, which partitions the dataset approximately in half such that
for all three cases, as reported in
Table 2. This criterion effectively classifies the flow into two distinct states corresponding to reattached and massively separated flow, as shown in
Figure 7.
Around the static stall angle, irrespective of reattachment, the vortical structures in the airfoil wake lack coherence, resulting in broad peaks in the velocity spectra centered about a dominant frequency [
73,
79]. At sufficiently high post-stall angles of attack, however, the wake exhibits characteristics similar to those of a bluff body [
80,
81], with the shedding frequency decreasing as the angle of attack is further increased [
82]. These patterns are evident in the premultiplied power spectra
presented in
Figure 8 for post-stall angles of
, 15, and 20. Overall, for a pitching airfoil with continuously varying angle of attack, any of the above forcing frequencies may be employed within an open-loop control strategy. The low reduced frequencies considered here,
and 0.643, are selected to correspond to the shedding frequencies at the midpoint and upper limit of the range
, respectively.
3.2. The Dynamic Stall Cycle Without Synthetic Jets
As discussed in
Section 1, a pitching airfoil exhibits flow features fundamentally distinct from those of the static case. To further highlight these differences, the frequency spectra for two cases with
and
at two downstream locations are presented in
Figure 9. Based on the discussion in
Section 3.1, these cases correspond to stall depths of
and 11°, respectively. In contrast to the spectra shown earlier in
Figure 8(b) and
Figure 8(c), the pitching-airfoil spectra do not exhibit a sharp peak but instead display a broadband peak over a range close to the shedding frequency of the static airfoil. As expected, a distinct peak appears at the fundamental pitching frequency (
) due to the imposed airfoil motion. In addition, several higher-order harmonics remain relatively energetic, extending into the higher-frequency range and interacting with the broadband peak region, indicative of nonlinear coupling between the imposed pitching motion and vortex shedding. The energy content of some harmonics, most notably the second harmonic, increases with pitching amplitude as
rises from 15° to 20°. Furthermore, the energy around the broadband peak intensifies at the downstream measurement location, suggesting progressive loss of vortex coherence. Beyond the broadband peak, the spectra exhibit an approximate
slope, consistent with inertial-subrange scaling in turbulent flows. To quantitatively compare the spectra across different cases and measurement locations, the energy content of the
nth harmonic is defined as:
The harmonic energy content for the first through fourth harmonics is reported in
Table 3, again reinforcing that the energy content of the second harmonic increases significantly as
rises from 15° to 20°, independent of measurement location.
Table 3 further shows that the second and fourth harmonic energies remain approximately unchanged, whereas the first and third harmonic energies decrease at the farther downstream location. Overall, the multiple peaks observed in the pitching-airfoil spectra indicate the shedding of several energetic coherent structures, rather than the single dominant DSV typically observed for high-Reynolds-number pitching airfoils. These structures are not necessarily phase coherent and therefore may not appear in the phase-averaged flow field, as will be shown in the PIV results discussed next.
The characteristic features of dynamic stall are largely similar for the
and 20° cases, and most events can be described using either case. At the beginning of the pitch-up motion, the boundary layer remains laminar and fully attached to the airfoil surface. As the airfoil continues to pitch up toward the static stall angle, an adverse pressure gradient develops downstream of the leading edge, while a thin region of reversed flow propagates upstream from the trailing edge [
83], causing the upper portion of the boundary layer to behave as a local free shear layer. Shortly after its formation, this shear layer becomes susceptible to Kelvin–Helmholtz instability [
37,
84], which progressively spreads upstream and generates small-scale shear-layer vortices. As the rolled-up vortices are not phase coherent, these structures are illustrated at two representative instances in
Figure 10, with the zero mean streamwise velocity contour (
) denoted by solid blue lines to highlight the extent of reverse flow. Evidently, the boundary layer over the rear half of the airfoil thickens due to flow reversal, while the onset of shear-layer roll-up progressively shifts toward the leading-edge region.
Beyond the static stall angle, the boundary layer becomes susceptible to laminar separation at the leading edge, as well as to trailing-edge separation as the adverse pressure gradient rapidly intensifies while the airfoil decelerates toward its maximum angle of attack. The onset of dynamic stall, and the precise mechanism responsible for it, cannot be definitively identified with the temporal resolution available here; however, both trailing-edge separation and leading-edge bubble bursting have been reported under similar kinematic and flow conditions [
43,
84]. In the present work, near stall onset, flow reversal at the trailing edge is intermittent and exhibits cyclic variations; consequently, the phase-averaged velocity field is again not particularly instructive. Instantaneous velocity fields and conditional averages are presented instead in
Figure 11, with the 50% forward-fraction line (
) highlighted by solid green lines. Comparing
Figure 11 with
Figure 10, it is evident that the extent of reverse flow has decreased considerably at the present stage. In the instances shown in
Figure 11(a) and
Figure 11(b), interaction with the reverse flow leads to a sudden growth of shear-layer vortices over the aft portion of the airfoil, highlighted by dashed circular outlines. These structures are associated with a local ejection of streamlines away from the wall, causing the transverse velocity to switch from negative to positive values. To isolate these events, conditional averaging is performed using the criterion
at the reference points
and
for
and 20° cases, as shown in
Figure 11(a) and
Figure 11(b). The reference points are located immediately above the upstream extent of the forward-fraction line, where the conditioning criterion partitions the datasets such that
. The defining feature of dynamic stall, namely a large energetic vortex (DSV) in the mean sense, has not yet emerged in either case.
For both the
and 20° cases, the DSV first appears near the end of the upstroke, as shown for two representative instances in
Figure 12. From a topological standpoint, the DSV here is classified as a leading-edge vortex (LEV), a structure commonly encountered in studies of flapping flight and biomimetic flyers, which continuously grows in size until its eventual detachment from the feeding leading-edge shear layer. The signature of the LEV was extracted from the mean flow using the
contour, highlighted by solid gray lines in
Figure 12. The threshold value of
was selected following Graftieaux et al. [
67]. In addition to the LEV, the remnants of boundary-layer shear-layer vortices roll up into another large structure over the aft portion of the airfoil, consistent with the observations of Visbal and Garmann [
38]. Using the
criterion, this large shear-layer vortex could only be identified for the
case, as it is not strongly phase coherent for
case. At higher Reynolds numbers
, under similar stall depth (
) and reduced frequency (
) examined by Mueller-Vahl et al. [
61], a lift-generating phase-coherent aft structure may be observed, whereas dynamic stall in the low-Reynolds-number cases considered here is dominated by LEVs (compare
Figure 12(b) with Fig. 5(c) therein).
Prior to detachment, the LEV is bounded by two saddle points; one located where the vorticity-feeding leading-edge shear layer separates, and the other at the LEV reattachment point. Two principal LEV detachment mechanisms have been proposed in the literature, illustrated conceptually in
Figure 13; each causes distinct topological changes in the flow and therefore determines the maximum achievable circulation. The first mechanism, shown in
Figure 13(a), is referred to as bluff-body detachment, as it is analogous to the vortex-shedding process behind bluff bodies. This mechanism is initiated when the rear half-saddle of the LEV moves beyond the trailing edge and transforms into a full saddle in the wake, allowing the upstream-directed boundary layer to carry positive vorticity toward the leading edge and forming a new node associated with the trailing-edge vortex (TEV). In this case, the chord length acts as the characteristic length scale governing the frequency of LEV formation and the limiting circulation. The second mechanism, known as the boundary-layer eruption mechanism or, alternatively, vortex-induced separation, is a viscous–inviscid interaction inherent to any vortex–wall configuration and independent of any geometric length scale, in which the adverse pressure gradient imposed by the LEV on the upstream-directed boundary layer causes it to separate from the airfoil surface, forming spike-like eruptions containing positive vorticity that eventually pinch off the feeding shear layer from the LEV [
36,
38,
85]. The topological changes caused by this eruption, shown in
Figure 13(b), induce a new node at the leading edge associated with a secondary LEV.
To place the above discussion into context, instantaneous velocity fields and phase-averaged flow fields are presented in
Figure 14, where the 5 velocity-magnitude contour (
) is highlighted by solid green lines to better visualize the nodes and saddles in the mean flow. For both cases, the mean streamline topology at this stage is consistent with the bluff-body detachment mechanism illustrated in
Figure 13(a), exhibiting two nodes and a single full saddle in the wake immediately above the TEV. Boundary-layer eruptions, however, may only be identified from instantaneous realizations, as the mechanism is not phase-locked and is therefore washed out by phase averaging. In
Figure 14(a), a boundary-layer eruption has resulted in the formation of a secondary LEV, as illustrated earlier in
Figure 13(b). Several large vortices, however, have already detached from the feeding shear layer, with the rearmost structure having reached the trailing edge. Consequently, the bluff-body detachment mechanism is also active, as reverse flow has propagated upstream to the secondary LEV and is displacing the large-scale vortical structures away from the airfoil surface. In
Figure 14(b), a large vortex has detached from the feeding shear layer before reaching the trailing edge; consequently, the bluff-body detachment mechanism is absent and no TEV is observed at this instant. Overall, for both the
and 20° cases, the DSV exhibits a multi-scale character, comprising multiple large shear-layer vortices that arise due to low-Reynolds-number effects and the strong viscous response of the boundary layer. Furthermore, the instantaneous and mean flow fields suggest that the LEV detachment mechanism at the present chord-based Reynolds number
lies within a transitional range in which both bluff-body detachment and boundary-layer eruption may occur simultaneously, consistent with Widmann and Tropea [
86], who observed this transitional behavior for a ramping flat plate at
and 35000 . The breakdown of the LEV into multiple large-scale structures excites the low-order harmonics of the fundamental pitching frequency, as observed in the spectra shown in
Figure 9.
The primary distinction between the
and 20° cases emerges after the detachment of the primary mean LEV. For
, the flow transitions almost immediately into a massively separated state. For
, however, the reverse flow intensifies due to a stronger adverse pressure gradient, leading to large cycle-to-cycle variations, before the flow eventually reaches a massively separated state similar to that observed for the
case. These variations arise from distinct topological changes associated with the two LEV detachment mechanisms. Conditional averages based on the reverse-flow area
A, introduced in
Section 3.1, are therefore presented in
Figure 15. The conditioning criterion
partitions the dataset approximately in half, such that
. To better isolate the nodes and saddles in the averaged flow fields, the 5% and 8% velocity-magnitude contours (
and 8%) are highlighted by solid green lines. As described earlier in
Figure 13(b), the boundary-layer eruption mechanism generates additional LEVs which, if they persist, can prevent reverse flow from propagating into the leading-edge region and thereby significantly reduce the reverse-flow area. The flow topology in
Figure 15(a) corresponds to such instances, with the rear reattachment point of the secondary LEV forming a half-saddle on the airfoil surface and a full saddle located just above the TEV node, indicating complete detachment of the TEV from the airfoil. Examples of studies reporting the formation and shedding of a secondary LEV immediately following the detachment of the primary LEV through boundary-layer eruption include those of Mulleners and Raffel [
36] (see Fig. 3(k)) and Widmann and Tropea [
86] (compare
Figure 15(a) with Fig. 7(a) therein). If bluff-body detachment is dominant, the reverse-flow area increases considerably, yielding the flow topology shown in
Figure 15(b). In this case, the TEV remains attached to the airfoil, as evidenced by a half-saddle on the surface, while the leading-edge shear layer is completely separated, forming a train of nodes and saddles (compare
Figure 15(b) with Fig. 7(b) in Widmann and Tropea [
86]).
Another distinction between the
and 20° cases is the strength of the TEV, reported at the vortex eye for both cases in
Table 4. Evidently, from the
values, although the TEVs are relatively weak and of comparable strength at the phases shown in
Figure 14, the TEV in the
case continues to grow into a much larger and stronger coherent structure owing to the stronger adverse pressure gradient. The substantial increase in the energy of the second harmonic from the
case to the
case in
Figure 9 is attributed to this enhanced TEV strength. During the remainder of the cycle, as the airfoil pitches down, the boundary layer progressively reattaches from the leading edge toward the trailing edge before eventually relaminarizing.
3.3. The Dynamic Stall Cycle with Synthetic Jets
In the presence of synthetic jets, dynamic stall is completely suppressed for
, with neither an LEV nor a TEV forming. For
, however, all cases still experience dynamic stall, as the maximum angle of attack exceeds the control limit identified in
Section 3.1. The wake frequency spectra, shown for the
and
cases in
Figure 16, are quite similar to that of the baseline flow in
Figure 8, exhibiting several low-order harmonic peaks and a broadband region, although the energy of the second harmonic appears to be notably reduced. For a fair comparison between cases, the harmonic energy content for the first through fourth harmonics is reported in
Table 5, indicating comparable harmonic energy between the
and
cases while also confirming that the second-harmonic energy is reduced for the controlled cases compared with the baseline
case reported in
Table 3. Overall, while synthetic jets appear to mitigate the severity of dynamic stall, strong vortex shedding persists.
The early stages of upstroke with the addition of synthetic jets are similar to the baseline flow, with the boundary layer initially fully attached to the surface. Particularly, under a favorable pressure gradient, the synthetic jet structures initially remain close to the airfoil surface, as was demonstrated in a recent study by Rice and Amitay [
87]. Under an adverse pressure gradient, however, the synthetic jet structures immediately lift off from the surface and dissipate more quickly in space. For the pitching airfoil, unlike the static case, the adverse pressure gradient is not steady but instead rapidly builds up as the airfoil suddenly comes to rest. Consequently, the boundary-layer response to these unsteady conditions may depend on the immediate location of the synthetic jet on the airfoil surface.
For clarity, consider the mean spanwise-vorticity contours for
and
cases shown in
Figure 17, where the boundaries of the large synthetic-jet structures are extracted from the mean flow field using the criterion
, as before. The spanwise vorticity is particularly useful here for visualizing the smaller vortical structures near the leading edge and is computed from the velocity field using numerical differentiation:
At the high reduced frequency
, the synthetic jet structures are closely spaced along the wall; when the adverse pressure gradient rapidly intensifies, these structures lift off and form larger, yet still relatively closely spaced, clusters. In contrast, at the low reduced frequency
, while the structures are larger in size, they are also more widely spaced. Consequently, during the rapid increase in the adverse pressure gradient, regions in the immediate vicinity of the synthetic jets within the boundary layer experience excess momentum, whereas adjacent regions experience a relative momentum deficit. This spatial imbalance leads to distortion of the boundary layer and the associated coherent structures, as evident in
Figure 17(b). To characterize the extent of interaction between the two competing sources of unsteadiness, namely the synthetic jets and the airfoil pitching motion, the dimensionless frequency disparity ratio is defined as the ratio of the SJA forcing frequency to the airfoil pitching frequency:
The interaction between the unsteady effects is negligible for
(
) and remains mild for
(
). At critically low disparity ratios, phase synchronization between pitching and actuation is required to ensure proper spatiotemporal momentum injection [
88].
The presence of synthetic jet structures in the transitional boundary layer enhances entrainment, suppressing flow reversal at the trailing edge. As a result, unlike the baseline case, the boundary layer remains attached as long as the adverse pressure gradient does not reach the laminar segment of the boundary layer upstream of the SJA location. This condition is inevitably reached for
regardless of
value, leading to leading-edge stall and the formation an energetic LEV. To further demonstrate the effects of disparity ratio near stall onset, this stage is examined for
(
) and
(
) in
Figure 18. For
(
), not shown in
Figure 18, the synthetic-jet structures grow convectively, and the boundary-layer thickness increases smoothly, similar to that observed in
Figure 17(a). For
, by the time the LEV forms, the synthetic-jet structures shown in
Figure 17(b) have largely dissipated and merged into larger clusters within the boundary layer. In contrast, for
, an abrupt distortion of the boundary layer is observed near the mid-chord location, forming a single large coherent structure that is evident in
Figure 18(b) and is not present in the
and
cases.
Once the LEV forms, regardless of
, the SJAs supply additional vorticity to the LEV, and the rear reattachment point moves rapidly downstream. Similar to the baseline
and 20° cases, both boundary-layer eruption and bluff-body detachment mechanisms are observed. Instantaneous velocity fields and phase-averaged flow fields are presented in
Figure 19, where the 8% velocity-magnitude contour (
) is highlighted by solid green lines to emphasize the nodes and saddles in the mean flow.
Figure 19(a) and
Figure 19(c) are intended to illustrate boundary-layer eruption. The rear reattachment point in this case remains on the airfoil surface, with a half-saddle evident very close to the trailing edge in
Figure 19(c), and hence the bluff-body detachment mechanism is not active. The instance shown in
Figure 19(a) exhibits both a secondary LEV and a large eruption-induced vortex, consistent with the schematic in
Figure 13(b), indicating detachment governed by the boundary-layer eruption mechanism.
Figure 19(b) and
Figure 19(d) illustrate the bluff-body detachment mechanism, evident from the presence of the TEV and a full saddle point in the wake. The TEV in these cases remains relatively weak, similar to that observed in the baseline flow at
. Overall, while synthetic jets do not fully suppress dynamic stall for
, they significantly attenuate one of the two large mean coherent structures, namely the TEV. Following LEV detachment, the flow transitions to a separated state before progressively reattaching from the leading edge toward the trailing edge, with low-frequency forcing (
or
) being more effective in suppressing trailing-edge separation, as evident from the streamline patterns and coherent structures in
Figure 20.