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Zulu
Stabilizer motion.
Help me back.
Okay.
The pilots of Alaska Airlines,
flight 261, wrestle with an M.D. 83 nosediving
toward the Pacific Ocean.
We got it under control, here.
No, we don't.
The airplane pitched down and rolled.
Mayday!
It actually gets inverted, upside down.
Amazingly, the pilots managed
to keep the aircraft flying.
This is like an air show maneuver.
Speed brakes.
Just seconds from impact, the pilots
right their aircraft.
They had one shot to save the plane,
are all would be lost.
Here we go!
Mayday, mayday!
Alaska Airlines, flight 261, takes flight.
Climbing into sunny skies over Puerto Vallarta, Mexico.
You're up.
Gears' up.
Captain Ted Thompson is an Air Force veteran.
He's flown with Alaska Airlines for 17 years.
Thank you, sir.
First Officer Bill Tansky has been
flying for almost four decades.
He's the one flying, today.
The pilots on 261
were highly regarded by their fellow pilots
these were really top notch aviators
Flaps up
Flaps.
The M.D. 83 is flying North to San Francisco,
for a stopover.
From there, it's a short hop to its final destination,
Seattle, Washington.
Three flight attendants tend to the 83 passengers on board.
Fifteen minutes after takeoff
That's strange.
The pilots become aware of a problem.
Planes out a trim.
Trim refers to small adjustments
to the horizontal stabilizer that maintains
the pitch of the aircraft.
When that light goes on, it tells the crew
you're going to have a problem adjusting the nose up or down,
which is of course, crucial for flight.
The Warning light indicates
the horizontal stabilizer is jammed,
pushing the nose down slightly.
Let's check this out.
Autopilot off.
Good idea.
-Whoa. -What's it doing?
It's pushing down.
First Officer Tansky uses all his physical strength
to keep the plane's nose on.
The first officer is hand flying the airplane.
So he's manually got his hands on the control yoke.
And increasingly, there's more and more pressure
that he's having to hold.
He's using a lot of arm muscle.
So this is something that they want to fix.
Yeah, well we're still climbing, that's good.
Let's get to 3-1-0 Let's figure this out.
By pulling back on the control column,
the pilots can deflect the plane's
elevators enough to enable the aircraft to continue climbing.
Twenty minutes after takeoff,
flight 261 levels off at 31,000 feet.
Manual says to try the pickle switch.
Pickle switches are literally just
a little toggle switch on the control column.
And it moves the horizontal stabilizer,
such that it will push the nose up or down.
Controls in the cockpit activated
a two foot jack screw in the tail.
As the Jack screw turns,
it moves the stabilizer up or down.
They were having to go through the manuals,
and they were asking each other, "What do you know?
What can we do? What can we try?"
Nothing, why don't you try.
Captain Thompson tries to activate
the horizontal stabilizer, using what pilots call,
the suitcase handles.
No dice.
It's like trying to start your car.
They were trying everything they could think of
to get their plane to respond.
Let's try it on autopilot.
They hope the autopilot
can keep the plane level.
The plane is steady.
I'm thinking we get this plane on the ground sooner,
rather than later.
Yep, maybe LAX?
Call dispatch.
If you have a control problem,
you have to get that plane on the ground.
Dispatch 261, requesting a diversion to LAX.
Are longitudinal trim system is inoperative.
Captain Thompson contacts Alaska Airlines
flight dispatcher, in Seattle.
Dispatch 261, copy that.
If you want to land in LA, for safety reasons
we'll be looking at over an hour delay
because of a flow problem right now.
I didn't really want to hear about the flow,
I'm concerned about suitable airports.
Do you have a wind at LAX?
It's two, six, zero, at nine.
The pilots compare the wind conditions
at Los Angeles and San Francisco airports.
The pilots on this flight took such care considering
all their options on runways.
There's a headwind at LAX,
but at San Francisco, there's a crosswind.
Two six at nine versus a direct crosswind,
for safety reasons, I think...
something that lowers the ground speed makes sense.
The headwind at LAX
will help make it a safer landing.
Once you're lined up for the LAX runway,
you've got perfect winds
coming right at your nose.
It blows off the Pacific Ocean,
it's predictable, it's constant,
and it slows down your plane.
You the guys with the horizontal situation?
Ten minutes after rerouting,
a mechanic at Alaska Airlines maintenance facility
in Los Angeles contacts the crew.
Yeah, affirmative.
The maintenance facility can talk directly to the pilots
to provide them the expertise on the problem
that they're dealing with.
Did you try the suitcase and pickle switches?
Yeah, we tried just about everything.
If you've got any hidden circuit breakers,
we'd love to know about them.
Yeah, I'll look into the circuit breaker guide,
as a double check.
And the alternates in operative two, huh?
Yep, our horizontal stabilizer appears
to be jammed, the whole thing.
Okay, Thank you, sir.
I'll see you when you get to LAX.
The response from Alaska Airlines maintenance
was basically no response, at all.
They provided them no help.
Really, the most they ever said to them,
did you try the pickle switches and the suitcase handles?
Which is one of the first things that they did.
All right, let's, uh,
let's try the pickle switches, again.
You got it?
The captain is warning the first officer, as a reminder,
when we click the autopilot off, be ready,
because it's going to require
a lot of effort from you, right then.
Yeah, so click the autopilot off.
Stabilizer motion,
stabilizer motion.
The nose of the plane drops,
far more than the pilots anticipated.
Holy crap.
The airplane is pitched down, significantly.
And the air frame is shaking, violently.
They know something is very, desperately,
wrong with the airplane.
The problem is suddenly, much worse.
Flight 261 begins to nosedive.
What are you doing?
It got worse.
They have to get the nose back up,
or they'll have an unarrested descent
all the way to the ocean.
Help me back.
Help me back.
Okay.
The crew of Alaska Airlines, flight 261,
struggles to regain control of their M.D. 83.
They pulled back on the control yoke,
holding a lot of force.
Center Alaska, 261,
we are in a dive, here.
I've lost control of vertical pitch.
Alaska 261, say again, sir.
We are in a vertical dive, at 26,000.
They are now three minutes from impact.
Speed brakes!
The pilots deploy the speed brakes,
control surfaces on the wings of the plane,
that increase drag.
And he wanted to slow the plane down,
and it would also give them more of a chance, physically,
to pull the plane out of the dive.
The speed brakes arrest the dive.
Using all their strength,
the pilots bring the aircraft
back under control at 24,000 feet.
All right, once we get this speed slowed,
maybe we'll be okay.
In 80 seconds,
the plane has dropped 8,000 feet.
The pilots pulled out of the dive
with pure, brute force.
I got it back
under control, here.
No, we don't.
Even though they've managed
to pull out of the dive, it requires extreme effort
to keep the nose of the plane level.
Okay, it really wants to pitch down.
They're really having to work, physically,
at holding the nose up on this jet.
They're in a fight for control of the airplane.
It's a lot worse than it was.
Yeah, we are in much worse shape, now.
This is a very experienced crew,
these aviators have had problems in flights before,
but nothing like this.
Maintenance 261, are you on?
Twenty two miles from Los Angeles,
Captain Thompson updates Alaska Airlines maintenance,
hoping hope advice on how to land, safely.
Yeah, 261, this is maintenance.
Yeah, we've tried both the pickle switch
on the suitcase handles, and it ran away, full nose trim down.
Oh, it ran away full trim?
And now we're worse than we were.
He's explaining that when he commanded
"nose up trim,"
the trim system moved nose down,
moved in opposite direction of the way he commanded it.
And it did so very quickly,
and it did so with a lot of force.
And you're getting full nose trim down,
and no nose trim up, correct?
That's affirmative.
We went full nose down.
And now I'm afraid to try it again
to see if we can get it to go back in the other direction.
He is reluctant to try to move it again,
for the concern that if it gets worse yet,
that they could lose control of the airplane, entirely.
If you want to try it, that's okay with me.
If not, that's fine,
see you at the gate.
After the maintenance base, at LAX, said,
"Oh, we'll see you at the gate,"
the pilots knew they were on their own.
All they had left was, they had themselves,
their physical strength, and their wits.
To land the plane, the pilots need to figure out
how to control their descent,
without using the plane's trim system.
You want to try the trim switch again, or not?
Uh...
No. I don't know.
It's up to you, man.
They're literally test pilots,
and they're having to utilize decades of experience
to try to work their way through to a solution.
We better talk to the people back there.
Yeah, I know.
Captain Thompson
tries to reassure the passengers.
Folks, we've had a flight control problem.
We're intending to go to Los Angeles.
We're working on it, and I don't anticipate
any problems once we get a couple
systems back on the line.
With Los Angeles in sight,
the pilots prepare for an emergency landing.
You try flaps, 15, 11?
Let's go to 11.
The pilots test the plane
in a landing configuration.
Okay, we're pretty stable, here.
But we got to get down to 180 knots.
The jet is very badly damaged,
and they need to understand
and find a way to control the pitch of the jet,
all the way through the landing.
If it's controllable, we ought to just try and land it.
First Officer Tansky suggests a risky,
high speed landing.
Okay, let's head for LA.
Their predicament was dire.
They would not be able to pull the plane up,
and do a go around.
The only chance they had was one shot
to get it on the ground, or all would be lost.
But as soon as they come up with a plan...
Do you feel that?
Yeah.
...the pilots hear thumps
at the back of the plane,
then disaster strikes.
The airplane pitched down in roll,
they know that they are in a life threatening situation.
This is a pilot's nightmare.
You're running out of time,
if they do not control the jet very quickly,
they'll lose the airplane.
Mayday!
Push and roll!
Push and roll!
18,000 feet above the Pacific Ocean,
flight 261 rolls left, and goes into a dive.
And this is like an air show maneuver.
The Blue Angels do this, the Thunderbirds do this.
Dropping at 160 feet per second,
time is running out.
Okay, we are inverted,
now we got to get it up.
When the airplane was inverted,
this is a very difficult situation,
because they've got to try to determine
if they can maintain control of it
and get the airplane back, right side up.
The plane starts responding.
They're pushed on the control column to prevent
the possibility of the stall.
And then they roll the airplane toward wings level,
in an attempt to maintain control of it.
Push the blue side up.
The top side of an attitude indicator is blue,
like the sky.
And so, they need to get the blue side
of the attitude indicator, back on the top.
On the ground,
LAX controllers have lost contact with flight 261.
SkyWest 5154, traffic at your one o'clock, is Alaska M.D. 80.
Do you see him up there?
They look for help from other pilots.
Yes, sir.
Definitely in a nose down position.
Descending quite rapidly, he's inverted.
Okay, keep your eye on them.
Alaska 261, are you with us yet, sir?
13,000 feet over the ocean,
the pilot's efforts seem to pay off.
The plane's nose starts to rise,
but it's still inverted.
Okay, let's kick rudder.
Left rudder, left rudder.
The pilots are, kind of, hanging upside down like bats.
And it was very difficult to reach the rudder pedal.
-Left rudder! -I can't reach it.
-Okay, right rudder. -Right rudder!
There one hope is if they could kick that rudder,
they could flip the pain back over.
Okay,
we got to get it over, again.
At least upside down, we're flying.
As the pilots fight to get the plane
the right way up,
the engines on flight 261 fail.
There was a disruption in the airflow into the engines
and it caused a loss of thrust.
Speed brakes!
Got it.
Their demeanor was determined, collected,
they were giving everything they had.
The windscreens full of the ocean,
they're not going to solve this.
Here we go!
He's hit the water, he's down.
Search and rescue helicopters
are immediately dispatched from Coast Guard stations.
Search teams find debris, floating 2.7 miles North
of Anacapa Island,
off the coast of California.
In addition to pieces of the plane,
searchers are finding personal effects,
a shoe, a passport, a postcard.
Aviation safety advocate, Mary Schiavo,
represents the families of six passengers from flight 261.
I remember this person's possessions,
all the pictures were still in the wallet,
in the pants pocket.
Except for the picture of his wife.
And so, we knew, by that,
and by how they found things, that he had been clutching.
That was really important to her.
Rescuers search for survivors throughout the night,
none are found.
All 88 passengers and crew on board flight 261,
are dead.
It's a terrible, tragic thing, of course.
But, you know, we have a real well,
established procedure here for how
these tragedies are handled.
Investigators from the NTSB,
the National Transportation Safety Board,
are assigned to find an explanation for the crash.
LAX maintenance is saying the pilots
reported a jam stabilizer.
NTSB systems investigator, Jeff Guzzetti,
joins the investigation.
We knew quite a lot, just from the transmissions
between the flight crew and Los Angeles.
Maybe they had a mechanical problem.
It looks like they tried both switches, no luck.
The plane pitched, full for nose trim down.
We immediately began to research
the horizontal stabilizer trim system,
to see how it was designed, how it functioned,
and how the crew operated it, normally.
The leading edge of the horizontal stabilizer
is raised or lowered by a jacks screw.
When activated, it moves up or down through an acme nut,
changing the angle of the horizontal stabilizer.
We need to see the jack screw assembly.
Let's hope it's all in one piece.
Investigators wonder how the horizontal trim system
could have failed.
I'll get this to the Navy.
Recovering parts of the stabilizer system
could give investigators important clues.
But the wreckage field lies on the bottom of the ocean,
at a depth of 700 feet,
well beyond the reach of scuba divers.
We were able to tell the Navy what to look for,
what the high priority targets were.
US Navy crews use side scan sonar
to pinpoint the location of the wreckage.
Remotely operated vehicles equipped with robotic arms
are used to recover pieces of flight 261.
The Black boxes are retrieved two days after the crash.
Nine days into the investigation,
essential parts of the horizontal stabilizer
are also recovered.
We got the jack screw.
And with the brainpower we had, that we had a fighting chance
to find out exactly what went wrong, during this flight.
What's this stuff?
Investigators wonder if recovered parts
from the horizontal stabilizer of flight 261
can provide clues about why it failed.
It's some kind of metal.
What they see is puzzling.
We saw this, this little, thin piece of metal,
that we thought looked like a slinky.
That really struck us is something very odd.
Why isn't the nut attached to the jack screw?
Normally, the lower end of the jack screw
is threaded through an acme nut.
When we looked at that, and the jack screw
wasn't part of the acme nut,
we asked ourselves, "How can that happen?"
That really just blew our mind.
The jack screw and the acme were found a few feet apart.
They must have separated mid-flight.
Threads an 1/8 of an inch thick, inside the nut,
should hold it securely to the jack screw.
Look at this.
There's something unusual about the nut.
Incredible.
It's completely stripped.
When we finally looked inside the acme nut,
it revealed that there were no threads inside of it.
Let's talk to metallurgy.
It was shocking and stunning to us
to see something like this.
No one thought that you could get
those thick threads to rip out.
Interesting.
Metallurgist, Joe Epperson,
examines the stripped nut and the jack screw.
It became immediately apparent
that what we were looking at
was actually the remainder of the threads
that were inside the nut.
Looks like the jack screw stripped
the threads of the acme nut.
The next step in the process was to figure out
how the threads were reduced
to such an extreme degree,
and then stripped out of the nut.
There's some grease here, on the bottom.
The team studies residue
observable on the jack screw.
The way to prevent wear is by lubrication,
with grease,
and in the case of an extreme wear event,
you want to look at,
is there grease where it's supposed to be?
And there's some, here, at the top.
In flight,
the jack screw rotates inside the nut.
To prevent wear, it needs to be lubricated regularly.
There should be more grease, here in the middle.
That's the working area where it rotates the most.
When we first looked at the jack screw,
there was very minimal signs
that there was any grease on it, at all.
It was in the ocean for a week,
did the water wash the grease away?
No, I don't think so.
Grease doesn't wash off that easily.
There's still some remnants here,
but none in the middle.
We did find a little bit of a remnant of a grease,
at the very upper end.
And at the very lower end.
It was very easy to conclude that being in the ocean
had not washed away the grease from the working area of
of the jack screw.
How could it be that there so little grease
on this jack screw?
Grease goes through here, during the lubrication process.
During maintenance,
grease is applied to the interior of the nut,
through a small valve called a Zerk fitting.
So the Zerk fitting is this fitting, right here.
And what mechanics have to do is
put a grease gun hose in here,
and then squirt grease into this little grease fitting
that goes inside this passage.
So that Zerk fitting should have preserved
and kept the remnants of whatever grease it saw, last.
What's that?
It's packed with dried grease.
I've been around grease long enough to know
that if you don't replenish it,
and if you just leave it,
eventually it dries up and gets hard,
and it basically says
that it had not been replenished.
How long has it been clogged like this?
At least a year, maybe more.
Finding this blockage suggests long term abuse to the grease.
I'd say we have a maintenance issue, here.
Time to talk to the airline.
We were very suspicious
about how well
this component was lubricated.
Or whether it was lubricated, at all.
And so, we had our doubts as to whether or not
this component was being properly
maintained by the airline.
NTSB investigators travel
to the Alaska Airlines operation facility,
in San Francisco.
You worked on the plane in September 1999, that true?
Yes, I did.
They tracked down the mechanic
who was responsible for the last lubrication
of the jack screw assembly,
four months before the accident.
Could you walk us through how you lubricate
the jack screw assembly?
I'll tell you this, it's not my favorite job.
The team learns that jack screw lubrication are done
most often on the night shift, outside the hangar,
sometimes in the rain.
You're working off high lift trucks,
which will sometimes move with a gust of wind,
the airplane moves with a gust of wind,
you're up and 30 feet off the ground,
some mechanics don't like that job.
They're not stable up there.
To reach the jack screw assembly,
remove a panel first.
How do you apply the grease?
I use the paint brush, sometimes I put a big glob in my hand
to make sure it's on there.
Aircraft, especially large aircraft, need grease.
They need to have lubricants,
and it's messy.
The most effective way
is to fill your hand with grease
and actually move it up and down on the jack screw,
filling all the screw grooves,
filling them with grease.
What about greasing the acme nut?
Investigators focus on how the mechanic greased
the acme nut on the jack screw.
We use a grease gun to the Zerk fitting.
And you pump grease in,
until you see fresh grease coming out.
Well, how do you know whether the lubrication
is being done properly and when to stop
pumping the grease gun?
I don't.
Would you be able to see the grease
coming out from the top of the acme nut during lubrication?
No, I can't remember looking to see if there was.
One of the first things that tells me,
is that he couldn't have known that Zerk fitting
has taken grease.
You have no idea that it's clogged.
So we found a variety of ways in which mechanics
lubricated this component.
And that gave us some pause,
because it's a very critical component,
and if you don't lubricate it properly,
you could end up with an accident
like the one that just happened.
The team discovers that the methods Air Alaska
mechanics used to lubricate the jack screw assembly,
don't follow maintenance standards.
The last time the jack screw was lubricated
was about four months before the accident.
But it's not just the way that jack screw assembly
is being lubricated that bothers investigators,
it's also the frequency.
And before that?
January 1999.
They're doing it every...
...2,500 hours.
They can see there's a long period
between lubrications.
Is that even within regulations?
I'll find out.
We knew we had, kind of,
a research project on our hands.
Some of the documents that we requested
from the manufacturer, from the FAA, from the airline,
came in the form of Internal memorandums
from engineering departments
or requests from maintenance
to extend an interval.
It really began to paint a picture
of how the lubrication intervals were extended.
Check that out.
The airline made multiple requests
to extend the intervals on the lubrications.
In 1987,
the interval between lubrications
it was 500 hours.
The intervals between lubrication
are measured by the number of hours the plane is in the air.
In 1991,
it goes up to 1,200 hours.
By 1996,
increases all the way up
to 2,500 hours.
They just continued to extend, extend, extend.
Approved by the FAA?
Yeah, every one of them was approved.
Investigators conclude
that the lubrication of jack screws
was not only conducted poorly,
it was also performed less and less frequently.
If you're going to extend these lubrication functions,
then you better be doing something
to make sure that what you're doing is correct.
But even if the lubrication, wasn't being done properly
regular inspections should have caught
the wear on that acme nut.
True, they should have inspected it regularly.
Was the jack screw assembly on flight 261,
inspected when and how it should have been?
We looked at the maintenance records for information
about the last check.
I've got something.
Investigators dig deeper into the records
of flight 261,
to find out how the jack screw assembly was inspected.
Yeah, this doesn't look right to me.
The team finds paperwork,
which reveals that during a routine inspection,
a mechanic at the airline's Oakland facility
observed that the acme nut was badly worn.
You're sure the reading is 0.040?
A mechanic who did that wear check,
reported that he found it to be at the limit.
This nut was wearing fast and something needed to be done.
The lead mechanic ordered the nut to be replaced.
This was evidence that someone had caught
the fact that this acme nut was worn out.
Most airlines, the decision would be,
we will get the piece to the airplane as soon as possible
and replace it.
But the entry is crossed out.
I don't get it.
Well when we saw that they had
crossed out the first entry,
it was very suspicious.
Something was up.
It was fishy to us.
We have to find out what went on, here.
Do you remember inspecting an M.D. 83 on September 27, 1997?
I remember it well.
Investigators contact John Liotine.
the lead mechanic who reported the worn acme nut
on flight 261.
I wrote up the evaluation,
the nut is worn down, replace it.
It was an alarming discovery,
in order for that aircraft to be safe to fly,
that nut assembly, at the very least,
must be replaced.
There is no doubt in my mind.
It was the end of my shift.
When I came back the next work day,
the plane was closed up.
The plane returned to service with the worn nut.
If the nut had been replaced,
the plane would still be flying,
and 88 people would still be alive.
How could a maintenance facility allow the airplane
to be put back into Revenue Service
with the wear
that it found on the acme nut?
When investigators probed further,
they learn that the amount of wear on the acme nut
was rechecked by other mechanics.
They determined that it was just within minimum limits.
Alaska Airlines maintenance misses a warning sign.
The wear on the nut should, at least, have been monitored,
but it wasn't.
The next time that jack screw was looked at
was in the NTSB laboratory.
The plane flew with the worn nut
for two more years, before it took off from Puerto Vallarta,
on the day of the accident.
You're up.
First Officer Tansky and Captain Thompson,
had no idea that their stabilizer
was on the verge of failure.
That's strange, the planes' out of trim.
The team turns to the voice recorder
to find out how the devastating chain of events
unfolded on board flight 261.
Let's check this out.
Autopilot off?
Good idea.
Whoa.
13 minutes after takeoff from Puerto Vallarta,
the worn threads in the acme nut
caused the jack screw to jam,
preventing movement of the horizontal stabilizer.
I'll try it, again.
The captain's trying to rectify the jam stabilizer.
While cruising at 31,000 feet,
the CVR picks up a sound of a click,
followed by a thump.
We think that the pilot was moving his thumb switch
on his yoke, in an attempt to move
the jack screw through the nut.
The threads finally give way,
and the jammed jack screw pulls up through the nut,
causing the stabilizer to move upwards,
a stopper is all that prevents it from separating, completely.
It got worse.
With the horizontal stabilizer
pushing the nose further down, the plane goes into a dive.
Through sheer brute force,
the pilots hold the jack screw in place,
and recover the plane.
Okay it really wants to pitch down.
- - You feel that?
Stop. Let's hear that again.
But eight minutes later,
there's another series of thumps.
Do you feel that?
The stopper holding the jack screw in place,
finally gives out.
Push and roll!
The damage to the stabilizer makes
flight 261 uncontrollable.
The plane rolls over and dives toward the ocean.
Push, push, push, push the blue side up.
Flying upside down, the crew makes a last ditch
attempt to right their plane.
Speed brakes!
Got it.
The pilots of flight 261
give everything they have to save the plane.
It was just total, professional, fighting
for that plane till the very end.
And they express the realization
that the fight was over.
Here we go!
I was sickened by what I listened on the CVR.
This accident could have been prevented.
They grease that jack screw,
this doesn't happen.
The amount of money,
that would have saved these lives,
it's a cup of coffee.
It's, literally, a few dollars of grease.
I still get angry about it.
In the wake of the accident,
the intervals between jack screw lubrication
at Alaska Airlines is reduced from 2,500 hours,
to 650 hours.
We lost 88 people
because of lack of lubrication.
This is a maintenance accident,
pure and simple.
It is truly a tragedy.
It was just one of those cases that you work on,
that's never going to leave you.
Not ever.
It was tough.
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