What to Expect - How Balloons Work
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
Hot air balloon being inflated by its propane burners prior to a dawn launch.
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. 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 wind currents 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, 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 inside of a hot air balloon's envelope, seen from the gondola.
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 traveling 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 are reversed. In reality, interaction with an uneven terrain may lessen or completely 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 equalibrium only momentarily. The rest of the time it is either too warm or too cool and so either climbing or decending.
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
A typical chase vehicle with room for the equipment, chase crew, pilot, and all passengers.
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.
There are two primary options in chase systems: with a trailer or without. A trailer can provide a lot more room but at the cost of being more difficult to maneuver, especially when turning around in tight locations. A pickup truck or van by itself can be a lot 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, mobile phone, or even shouting, when they are close enough together.
Landing
Most pilots try to perform as smooth a landing as possible. This becomes difficult if the air at ground level is moving at more than 5 mph or so. If the balloon is moving at this speed or more when it contacts the ground, the basket (which usually does not have wheels of any kind on the bottom) may drag for a bit or even tip over. Even the presence of ground crew may not help much. The combined weight (for an average passenger-carrying system as calculated above) can easily exceed the weight of a large automobile. (It is best not to be on the downwind side of a landing balloon to avoid being pinned between it and a hard place.) Pilots can improve the situation by landing in a spot protected from the wind, such as behind a line of trees or in a small valley.
Once the balloon has landed, the envelope is deflated and detached from the basket. The envelope is then packed into its carrying bag. The burner and the basket may be separated and all components are packed into the retrieve vehicle.