Placards, Warning Labels & (And) Operation Manuals: An Aircraft Manufacturer's Duty To Warn
Placards, Warning Labels & (And) Operation Manuals: An Aircraft Manufacturer's Duty To Warn
Placards, Warning Labels & (And) Operation Manuals: An Aircraft Manufacturer's Duty To Warn
1989
Recommended Citation
James E. Link II, Placards, Warning Labels & (and) Operation Manuals: An Aircraft Manufacturer's Duty to Warn, 55 J. Air L. & Com.
265 (1989)
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PLACARDS, WARNING LABELS & OPERATION
MANUALS: AN AIRCRAFT MANUFACTURER'S
DUTY TO WARN
JAMES E. LINK, II
I. INTRODUCTION
I See infra notes 152-174 and accompanying text for a discussion of human limi-
tations and how they impact product design.
265
266 JOURNAL OF AIR LA WAND COMMERCE [55
I See Miller, What Is A Mandatory Service Bulletin?, AOPA PILOT, Mar. 1986, at
121.
1 Id. The mandatory service bulletin is not required as is an AD, but aircraft
manufacturers use the term "mandatory" in an attempt to obligate the owners of
the airplane to make the modification. Id.
'. Id. at 121-22. AOPA's attorneys examined the question of limited liability for
manufacturers due to the bulletins, but "found [no] cases where an owner's fail-
ure to comply with a service bulletin ha[d] been used as a successful defense. But,
the attorneys caution[ed], this does not mean it could not happen." Id.
' Id. at 122. Miller noted the following concerning the Beech Aircraft issuance
of a service bulletin about shoulder harnesses: "Plaintiffs' attorneys will not be
able to sue Beech for failing to make aircraft owners aware of the importance of
wearing shoulder harnesses or of failing to make the retrofit kits available. In
other words, by issuing the mandatory service bulletin, Beech has fulfilled its 'duty
to warn.' " Id.
I., B. Wrubel, Liability For Failure to Warn or Instruct, in Product Liability of
Manufacturers; 1987 Prevention and Defense 105 (1987) (bound collection of
symposium speeches, available in SMU Law School Library).
- Miller, supra note 2, at 103.
,7 See Jonescue v. Jewel Home Shopping Serv., 16 11. App. 3d 339, 306 N.E.2d
312, 316 (1973) ("The purpose of a warning is to appraise a party of a danger of
which he is not aware, and thus enable him to protect himself against it. When a
danger is fully obvious and generally appreciated, nothing of value is added by a
warning."); see also Plante v. Hobart Corp., 771 F.2d 617, 620 (1st Cir. 1985) ("In-
deed, if the law required suppliers to warn of all obvious dangers inherent in a
product, '[t]he list of foolish practices warned against would be so long, it would
fill a volume.' ") (quoting Kerr v. Koemn, 557 F. Supp. 283, 288 n.2 (S.D.N.Y.
1983)).
19891 COMMENTS 269
engineering" looks to the interaction between a person
and the machine that person operates.' 8 To a great ex-
tent, the physical characteristics and mental capacities
shared by all people dictate behavior under conditions of
stress or potential danger.' 9 Modern technology is capa-
ble of exceeding operator capabilities and, in some in-
stances, has already surpassed the human mind and
body. °
This Comment examines the effectiveness of aircraft
warnings, actual and proposed. The first section provides
an overview of warning claims and their impact on manu-
facturing. Next, a survey of case law in the area of aircraft
warnings will examine actual and proposed safety warn-
ings. Finally, a discussion of human factor psychology
and engineering will suggest the limitations of traditional
tort law in the context of warnings and instructions.
was unintended, and makes the product more dangerous than it would have been
as intended." Id.
24 Borel v. Fibreboard Paper Prods. Corp., 493 F.2d 1076, 1088 (5th Cir. 1973),
cert. denied, 419 U.S. 869 (1974) (the court emphasized that "[t]he requirement
that the danger be reasonably foreseeable, or scientifically discoverable, is an im-
portant limitation of the seller's liability"); see also KEETON, supra note 23, at 697.
Keeton, while noting that a few courts hold otherwise, states:
[A] claimant who seeks recovery [based on failure to warn or failure
to adequately warn] must, according to the generally accepted view,
prove that the manufacturer-designer knew or should have known in
the exercise of ordinary care the risk or hazard about which he failed
to warn.
Id.
Id.KEETON, supra note 23, at 694-97. Keeton sums up this element by stating:
"Once it is established that a target defendant sold a product that was flawed in
the kind of way that made it more dangerous than it would otherwise have been,
the plaintiff has established the kind of defect that makes the product 'unreasona-
bly dangerous' as a matter of law." Id. at 697.
2-" For a discussion of these definitions of defective warnings, see KEETON, supra
-1 See generally Sturm, Ruger & Co. v. Day, 594 P.2d 38 (Alaska 1979); Beshada
v. Johns-Manville Prods. Corp., 90 N.J. 191, 447 A.2d 539 (1982). A detailed
discussion of the standard applied to warnings is beyond the scope of this Com-
ment. For a criticism of strict liability in warning cases, see Barry & DeVivo, The
Evolution of Warnings: The Liberal Trend Toward Absolute ProductLiability, 20 FORUM 38
(1984).
. Conti v. Ford Motor Co., 743 F.2d 195 (3d Cir. 1984) (husband's inadver-
tence in starting car in reverse gear resulted in injury to his wife; there was no
evidence that he would have been more attentive if additional warnings were pro-
vided), cert. denied, 470 U.S. 1028 (1985); Stevens v. Cessna Aircraft Co., 115 Cal.
App. 3d 431, 170 Cal. Rptr. 925 (1981) (pilot had control of the airplane and
responsibility under regulations to determine aircraft weight prior to takeoff; a
simple warning for passengers as to plane's load capacity would not have been
effective, as too many additional factors exist for a nonpilot to make a safe-weight
calculation).
.- RESTATEMENT (SECOND) OF TORTS § 402A comment j. The comment ad-
dresses user conduct by stating:
Directions or Warning. In order to prevent the product from being
unreasonably dangerous, the seller may be required to give direc-
tions or warning, on the container, as to its use. The seller may rea-
sonably assume that those with common allergies, as for example to
eggs or strawberries, will be aware of them, and he is not required to
warn against them. Where, however, the product contains an ingre-
dient to which a substantial number of the population are allergic,
and the ingredient is one whose danger is not generally known, or if
known is one which the consumer would reasonably not expect to
find in the product, the seller is required to give warning against it, if
he has knowledge, or by the application of reasonable, developed
human skill and foresight should have knowledge, of the presence of
the ingredient and the danger. Likewise in the case of poisonous
drugs, or those unduly dangerous for other reasons, warning as to
use may be required.
But a seller is not required to warn with respect to products, or
ingredients in them, which are only dangerous, or potentially so,
when consumed in excessive quantity, or over a long period of time,
274 JOURNAL OF AIR LA WAND COMMERCE [55
fies the proximate cause inquiry.3 4 It is, however, impor-
tant to note that in some instances a manufacturer may be
held liable for failure to warn adequately, even where the
plaintiff did not read the warning provided. 5
4O Id.
41 Id.
2 Id. The court related the contentions of the plaintiff's experts by stating:
The plaintiff's experts described the fuel system as defective and the
accompanying instructions as inadequate. For example, the manual
"recommended" that the pilot not operate on the auxiliary tanks
under 1,000 feet altitude. One of the plaintiff's experts stated that
often a pilot will be in a lower altitude, perhaps 800 feet, when the
descent checklist is initiated. He testified that the manual should
have stated: "Do not operate on auxiliary tanks below 1,000 feet."
In addition, he criticized the cockpit placard as deficient in not advis-
ing the pilot of how many minutes of operation the auxiliary tanks
would sustain.
Id.
43 Id. at 904.
44 Id.
- Id. at 903.
46 Id.
47 Id.
1989] COMMENTS 277
4IId. at 907.
4 d. at 903.
628 F.2d 891 (5th Cir. 1980).
id. at 892. Under Florida law, summary judgment is proper in cases where
reasonable jurors could only conclude that the plaintiff's conduct constituted the
sole proximate cause of the injury. Helman v. Seaboard Coast Line R.R. Co., 349
So. 2d 1187, 1190 (Fla. 1977) (The function of the jury is to determine proximate
cause by drawing inferences from the evidence presented. A summary judgment
can only be sustained where "the evidence [is] of such a nature that reasonable
men could only conclude that the behavior of [the plaintiff] was the sole proxi-
mate cause of the accident.").
'2Kroon,628 F.2d at 892. The aileron and elevator gust lock protects the plane
from stong winds while not in use. Id. The lock pins the aileron and elevator
controls to prevent movement. The airplane will not fly with the lock still in place.
Id.
.%.IId. at 894.
.4 Id.
.-Id. at 893. The checklist was directly in front of Kroon from the time he
entered the cockpit of the aircraft. Id. However, he admitted he did not properly
perform the required check to insure that the controls moved freely. Id.
mi Id.
278 JOURNAL OF AIR LA WAND COMMERCE [55
have designed the gust lock system so as to prevent the
plane from operating while the locks were in place.57
In affirming the trial judge's decision, the Fifth Circuit
refused to consider the issues of negligent failure to warn
and design defect.58 While admitting the design of the
lock system was a cause of the accident,5 9 the court re-
fused to find that the design problem rose to the level of
proximate cause.6 0 Further, the placard in front of the pi-
lot required a preflight check which would have revealed
the problem.6n Clearly, the court considered this placard
a much more reasonable alternative than a design modifi-
cation which prevented operation of the plane with the
gust locks still in place. Thus, pilot knowledge of an obvi-
ous danger can eliminate the need for further warnings or
62
a design that makes the plane foolproof.
Id.
.57
." The court stated: "The rudder gust lock is not in issue in this case." Kroon,
628 F.2d at 892.
' Id. at 893.
Id. The court found sufficient evidence on the facts that "nothing in the de-
sign of the gust lock nor Beech's failure to warn users of a potential danger proxi-
mately caused this accident." Id. (emphasis in original).
-I Id.
62 Id. at 893-94. The court of appeals cited with approval the trial court's anal-
ogy of this accident to a situation in which a pilot takes off with only a gallon of
fuel in the plane's tanks. Id.The court noted:
Such accidents can and do happen; and no doubt an airplane could
be designed to make such an accident impossible. It would, how-
ever, strain reason to suggest that the failure to make the aircraft
foolproof in that detail proximately causes the resulting disaster if an
experienced pilot familiar with the particular aircraft were to take off
without checking to see if he had sufficient fuel.
Id.; cf RESTATEMENT (SECOND) OF TORTS § 402A comment n. The comment
states:
[Clontributory negligence of the plaintiff is not a defense when such
negligence consists merely in a failure to discover the defect in the
product, or to guard against the possibility of its existence. On the
other hand the form of contributory negligence which consists in
voluntarily and unreasonably proceeding to encounter a known dan-
ger, and commonly passes under the name of assumption of risk, is a
defense under this Section as in other cases of strict liability. If the
user or consumer discovers the defect and is aware of the danger,
and nevertheless proceeds unreasonably to make use of the product
and is injured by it, he is barred from recovery.
1989] COMMENTS 279
7o Id. at 1372-73.
1,Id. at 1373. The court stated: "The Owner's Manual sets forth procedures
the pilot should follow before take-off which include checks of the throttle settings
and the magnetos. The instructions further provide that the pilot should check
full-throttle engine operation early in the take-off run." Id.
72 Id. at 1373 n.2.
7. Id. The Owner's Manual under the heading "TAKE-OFF" stated: "It is im-
portant to check full-throttle engine operation early in the take-off run." Id.
74 Id.
7. Id. at 1373.
76 Id.
77 Id.
7. Id.
71 Id The court stated: "Both the Skymaster manual and basic principles of
aircraft safety dictate that the pilot be alert [immediately before and during take-
off] for potential problems." Id.
.O Id.
1989] COMMENTS 281
adequate to alert the pilot of engine failure before takeoff,
and held that the pilot's failure to comply with the instruc-
8
tions constituted unforeseeable misuse. '
In Rehler v. Beech Aircraft Corp.,82 the pilot died when his
Beech Baron airplane crashed approximately one hour af-
ter takeoff.8 3 The plaintiff alleged that Beech defectively
designed the airplane in that the Baron had a tendency to
fall into a flat spin, and that Beech failed to warn of this
tendency in the Baron's "Pilot Operating Handbook. 8 a4
In addition, the plaintiff contended that the spin recovery
procedure in the handbook was ineffective for pulling the
plane out of a flat spin. 5 The jury's special verdict found
the manufacturer did not defectively design the aircraft,
nor did it fail to give adequate warnings.8 6 The jury then
found the actions of the pilot the sole proximate cause of
the accident.8 7
On appeal, the plaintiff attempted to demonstrate that
the evidence presented at trial pointed to misrepresenta-
tion by Beech as to the spin recovery of the aircraft.88 In
upholding the jury findings on design defect, the court of
8' Id.
'-777 F.2d 1072 (5th Cir. 1985).
m,Id. at 1074. Witnesses observed the plane spinning to the left at a low alti-
tude immediately before impact. Id.
H4 Id. at 1075 n.5.
I
ld.
Id. at 1075-76.
,7Id. at 1076.
8 Id. The manual did not distinguish between flat spins and steep (normal)
spins, detailing an emergency procedure only for correcting "spins." Id. at 1084.
The Baron's Operating Handbook stated:
SPINS
If a spin is entered inadvertently:
Immediately move the control column full forward, apply full rud-
der opposite to the direction of the spin and reduce power on both
engines to idle. These three actions should be done as near simulta-
neously as possible; then continue to hold this control position until
rotation stops and then neutralize all controls and execute a smooth
pullout. Ailerons should be neutral during recovery.
NOTE
Federal Aviation Administration Regulations did not require spin
demonstration of airplanes of this weight; therefore, no spin tests
have been conducted. The recovery technique is based on the best
available information.
282 JOURNAL OF AIR LA WAND COMMERCE [55
Id. This instruction stood alone on a page of the Handbook. The size and type of
the instruction and "NOTE" were identical. Id. at 1087 n.7.
8" Id. at 1079. The court held:
"While [plaintiff's] evidence provided a basis from which the jury
could have concluded that the tests required by the FAA in the Civil
Air Regulations were not thorough enough to reveal the aircraft's
undue spinning tendencies, we find no substantial evidence to indi-
cate that Beech failed to follow the FAA procedures or misreported
the results of the Civil Air Regulations test.
Id. (footnote omitted).
Id. at 1083.
Id. at 1084. The court found "no indication in the record that Beech ever
suggested to the jury that Beech's compliance with FAA regulations, of itself, pre-
cluded the jury from finding that the airplane was defective in an unreasonably
dangerous way." Id. But see Kastner v. Beech Aircraft Corp., 650 S.W.2d 312
(Mo. Ct. App. 1983) (jury verdict for plaintiff in wrongful death action against
Beech for failure to adequately warn of a dangerous tendency of the Beech Baron
Model 95-A55 to go into a flat spin).
2 115 Cal. App. 3d 431, 170 Cal. Rptr. 925 (1981).
Id. at 431, 170 Cal. Rptr. at 926.
Id.
I'
"5Id.
9"Id.
1989] COMMENTS 283
responsibility under federal regulations to determine air-
craft weight prior to take-off."'97 The court found that in-
structions to the pilot concerning weight limitations
found in the owner's manual relieved the manufacturer of
98
any duty to provide the same information to passengers.
The plaintiff attempted to analogize an aircraft passenger
to a passenger in an elevator or golf cart,9 9 but the court
stated, "Whether the plane can fly safely with a given total
weight of passengers depends upon too many additional
factors for a passenger to make an informed and intelli-
gent judgment from [a simple warning]."' 00 Requiring
the manufacturer to supply passengers with complex
97 Id. The court cited 14 C.F.R. §§ 91.3, 91.5, 91.31 (1978), recodified as 14
C.F.R. §§ 91.3, 91.5, 91.31 (1988), in support of its statement that it is the pilot's
duty to assume responsibility for the plane and meeting weight restrictions. Ste-
vens, 115 Cal. App. 3d at 431, 170 Cal. Rptr. at 926. The regulations cited retain
their form in the 1988 Regulations. Section 91.3 provides in pertinent part: "The
pilot in command of an aircraft is directly responsible for, and is the final author-
ity as to, the operation of that aircraft." 14 C.F.R. § 91.3(a) (1988). Section 91.5
provides: "Each pilot in command shall, before beginning a flight, familiarize him-
self with all available information concerning that flight. This information must
include: . . .reliable information appropriate to the aircraft, relating to aircraft
performance under expected values of airport elevation and runway slope, aircraft
gross weight, and wind and temperature." 14 C.F.R. § 91.5(b)(2) (1988) (emphasis
added). Section 91.31 provides in pertinent part: "[N]o person may operate a
civil aircraft without complying with the operating limitations specified in the ap-
proved Airplane or Rotorcraft Flight Manual, markings, and placards, or as other-
wise prescribed by the certificating authority of the country of registry." 14
C.F.R. § 91.31(a) (1988); see also Associated Aviation Underwriters v. United
States, 462 F. Supp. 674, 681 (N.D. Tex. 1979) ("The pilot is primarily responsi-
ble for the safe operation of his aircraft and has the final authority as to its opera-
tion. ....
").
1wStevens, 115 Cal. App. 3d at 431, 170 Cal. Rptr. at 926. The court stated:
"The owner's manual for this type of aircraft contained the necessary information
for use by the pilot. Defendant did not have a duty to provide such information to
the passengers also." Id.
:p'A passenger in an elevator or golf cart possesses the knowledge needed to
make an informed weight calculation for those products. For example, the eleva-
tor passenger reads the weight warning in an elevator and can make a reasonably
accurate guess as to the total weight of the occupants of the elevator. Similarly, a
golf cart passenger can read a warning restricting passengers to a certain number
and evaluate compliance. However, weight calculation necessary for safe aircraft
operation depends on variables far more complex, such as range, fuel load, and
weather conditions.
,-Stevens, 115 Cal. App. 3d at 431, 170 Cal. Rptr. at 926; see Cavers v. Cushman
Motor Sales, Inc., 95 Cal. App. 3d 338, 157 Cal. Rptr. 142 (1979) (discussion of
duty to warn golf cart passengers).
284 JOURNAL OF AIR LA WAND COMMERCE [55
1... Id. The design defect claim alleged that "in the event of emergency power
failure in climbing flight the pilot had only one-third second to get into autorota-
tion which was not enough time to enable a reasonable man to save his life." Id.
Plaintiff also alleged defective manufacture of the rotor blade itself, and safety
misrepresentations about the helicopter in its advertising brochure. Id.
.. Id. at 349, 311 A.2d at 143.
17 See id. at 349, 311 A.2d at 144. The court summarized the manufacturer's
"1 See infra notes 152-174 and accompanying text for a discussion of human
factors in engineering and design and how these human limitations impact safety.
11,;707 S.W.2d 371 (Mo. 1986) (en banc).
17 Id. at 374. Trim tab actuators move the trim tabs of an aircraft. On a large
plane such as the Beech Baron, they aid the pilot by taking most of the weight off
the yoke, providing control without the necessity of a great deal of muscle power.
Id.
Id. at 373.
Id. Also joined in the suit as defendants were the mechanics who incorrectly
installed the actuators. Id. The accident occurred during the first flight after the
mechanics installed new trim tab actuators in the aircraft. Id. at 374. For a discus-
sion of liability of aircraft repair companies, see Comment, Liability of Independent
Servicers and Repairers of Aircraft, 54 J. AIR L. & CoM. 181 (1988).
12.. Nesselrode, 707 S.W.2d at 374-75.
1'2 Id. at 374. The court described the consequences of improper installation
by stating:
Reversing the proper placement of the elevator trim tab actuators
causes the trim tabs to move in a direction opposite from the one in
which they are supposed to move-thereby preventing the proper
operation of the elevators. Thus, when [the pilot] attempted to
make the airplane climb, he began by signaling the elevators into
operation. Next, he signaled the trim tabs to move downward, to
assist in the climb and to relieve the forces he felt on the control
wheel. But, because the right and left actuators had been reversely
installed, the trim tabs not only failed to make the correct directional
movements but actually forced the nose of the airplane downward,
making it virtually uncontrollable.
288 JOURNAL OF AIR LA WAND COMMERCE [55
, Id. at 524. The Bell helicopter crashed after one of its tail rotor blades broke
off. Id. at 526. The pilot attempted the prescribed autorotation maneuver, but
that failed to prevent the serious impact which followed. Id. The helicopter in
question had a history of tail rotor blade failures. Id. The particular tail rotor
blade was prone to fatigue fractures. Id. When these fractures failed in flight, the
blade would break off, causing loss of directional control. Id. The court noted
that "[miost of these in-flight fatigue fracture failures were chiefly attributable to
failure by the respective owners and operators to comply with Bell suggested, and
FAA mandated, inspection and maintenance requirements." Id.
290 JOURNAL OF AIR LA WAND COMMERCE [55
'1, Id. The court relied on the holding in Technical Chemical Co. v.Jacob, 480
S.W.2d 602 (Tex. 1972) that "where a consumer, whose injury the manufacturer
should have foreseen, is injured by a product sold without a warning, a rebuttable
presumption will arise that the consumer would have the read the warning and
acted to minimize the risks." Bradshaw, 594 S.W.2d at 534; see also Reyes v. Wyeth
Laboratories, 498 F.2d 1264, 1281 (5th Cir. 1974) ("In the absence of evidence
rebutting the presumption [stated in Technical Chemical], a jury finding that the
defendant's product was the producing cause of the plaintiff's injury would be
sufficient to hold him liable.").
19891 COMMENTS
the users. The warning provided in this case did not sup-
ply enough information to the user.
In LaBelle v. McCauley Industrial Corp.,142 a defect in the
airplane's starboard propeller caused the propeller to
break off and slice into the fuselage. 4 ' The plaintiffs suc-
cessfully brought an action against McCauley, the propel-
ler manufacturer, for negligent failure to warn of the
propeller defect.' 44 The United States Court of Appeals
for the Fifth Circuit affirmed the jury's findings, holding
that McCauley knew of the propeller defect, but did not
directly warn the aircraft owners. 4 ' McCauley argued
that by revising its service manuals to warn repair stations
of the danger, its duty to warn was satisfied. 46 Although
recognizing that in the context of the federal regulatory
scheme an aircraft manufacturer might be entitled to pre-
sume that repair stations would follow the new service
manual requirement, the Fifth Circuit declined to47 allow
McCauley to totally rely on this indirect warning.
In examining the warning provided, the Fifth Circuit
concentrated on the fact that McCauley gave no direct no-
tice to the plaintiffs. 48 Reliance on the repair stations
proved unreasonable, as McCauley knew the stations did
not perform the rounding and polishing operation re-
pilot was able to abort the takeoff without injury to any person. Id.
144 Id. The plaintiffs also sued New England Propeller Service, Inc. the com-
pany which overhauled the propeller. id. at 47 n.2. A default judgment was en-
tered in favor of the plaintiffs on May 24, 1977. Id.
,. Id. at 49. Fatigue cracks developed in the propeller in question, leading to
propeller failure. Id. at 48. Evidence indicated that a design defect in the form of
sharp corners on the propeller hub contributed to this failure. Id. McCauley re-
vised its service manual to require the removal of sharp corners from inside the
propeller hub during overhaul of the propeller. Id. Subsequently, McCauley re-
quested and received an airworthiness directive from the FAA, because repair sta-
tions were not performing the operation. Id. Unfortunately, this airworthiness
directive did not cover the specific type of propeller which failed on the plane in
question. Id.
141 Id. at 49.
147 Id.
148 Id.
292 JOURNAL OF AIR LA WAND COMMERCE [55
4 9
quired by the manufacturer. 1' Thus, the warning did not
reasonably appraise the purchaser of the danger by direct
notice, or by indirect notice reasonably calculated to
reach the ultimate user. 50 Manufacturers must keep in
mind that once a problem is identified, effective warnings
must reach the pilot. The design of the propeller in this
case contained defects which rendered its operation un-
safe.' 5 ' Although the manufacturer warned the persons
responsible for repairing the defect, the warning was inef-
fective due to the repairmen's noncompliance with the
warning. Such a warning accomplished neither of its ulti-
mate goals: protection of the users and liability protection
for the manufacturer.
In the foregoing cases, the manufacturer failed to fore-
1982, No. 11, at 86. For example, the Chicago Museum of Natural History and
the Henry Ford Museum contain exhibits showing how primitive man designed
tools, implements, utensils, clothing, and machines to best fitthe user. Id. at 86.
Ryan compares these early attempts at product design to modern efforts by stat-
ing that "[s]uch fundamental design principles as weight, balance, comfort, dura-
bility, etc., are evident in most of the early consumer products. The principle of
safety, however, was more frequently ignored, or at best crudely applied." Id.
1,11Messina, The Human Factors Expert in Tort Litigation: Lessons from "the Forgiving
Science", TRIAL, Jan. 1984, No. 1, at 38.
294 JOURNAL OF AIR LA WAND COMMERCE [55
fighter and bomber planes ever built. The complexity of
these weapons strained the capabilities of even exper-
ienced flyers. For example, the government noticed that
some fighter planes crashed more often than others solely
due to "human error."'' 54 To try and alleviate this prob-
lem, early training and personnel programs concentrated
on the operator. 55 Efforts were made to anticipate errors
and correct the behavior through more thorough training
and education. 56 After these attempts failed to reduce
the accidents and injuries, design engineers realized the
57
impossibility of modifying people to fit machinery.
Thus, the design of the machine itself had to consider the
physiological and neurological limitations of a human be-
ing. 15 "Human error" was redefined as "design-induced
error.' 59 The "unreasonably dangerous" machine or
product was redefined as one which failed to provide for
normal, anticipatable human behavior. 60
,.4Bliss, Human Factors Specialists: What They Can Tell Attorneys About Design
Problems, TRIAL, Oct. 1984, No. 10, at 52. Women employed to replace the new
soldiers, sailors, and pilots at their former jobs experienced similar difficulties
with inappropriately designed industrial machines. Id.
'. Messina, supra note 153, at 38.
'I Id.
Bliss, supra note 154, at 52.
Id. In the discipline of "Human Factors Specialists," the question became,
"Is this machine unreasonably dangerous in design from a human factors point of
view? To answer 'Yes', the machine must have design characteristics that induce
human error, and the errors must cause accidents or create situations that will
lead to accidents." Id.
"' Messina, supra note 153, at 39. Messina phrased the new definition as a
machine or product design which "does not allow for normal, anticipatable
human behavior to occur without tragic results." Id.
"l Bliss, supra note 154, at 52-53.
1989] COMMENTS 295
Reaction to danger is not instantaneous with recogni-
tion. The brain must recognize that a problem exists,
identify the proper response, and command the body ac-
cordingly. 6 2 Unfortunately, the time period may lengthen
if the person sees the source of danger but does not rec-
ognize it as dangerous, or if the person cannot decide how
to avoid the danger. 6 '
Estimates of human reaction time vary widely. One au-
thor used 0.7 seconds as a standard,' 64 but another cited
the American Association of State Highway Officials' 2.5
second value as appropriate reaction time. 65 One study
which presented drivers with completely unexpected dan-
166
gers recorded reaction times of 5.7 to 9.1 seconds.
Clearly, extremely short reaction time assumptions as in
Berkebile v. Brantly Helicopter Corp. 167 demand too much
from the limited capabilities of a user. Since machines
can move, calculate, and break down much faster than a
human can react, manufacturers need to be aware that
some design flaws will result in disaster no matter how
many warnings are provided. For example, a placard
warning that the pilot only has one-fourth second to
feather a propeller is useless. No human could react that
quickly.
A continuing concern with the operation of an aircraft
is the multitude of tasks a pilot must perform in order to
- Bliss, supra note 154, at 53. The author uses the example of "car operators
who drive on strange freeways during rush hour hav[ing] to deal with many stim-
uli simultaneously. Thousands of normally competent drivers have had accidents
as they watched for lane changes and speed changes by other vehicles, read road
signs, and prepared for their own lane changes and turn-offs." Id.
-1, D. BEATY, THE HUMAN FACTOR IN AIRCRAFT ACCIDENTS, 26-30 (1969).
,71 Id. at 29-30.
7 Id. at 31. Referring to the problem of distinguishing certain instruments,
the author stated:
Altimeters, airspeed indicators and other instruments have figures of
almost identical size and shape. The rows of circuit breakers [refer-
ring here to large commercial airliners of the 1960's], laid out sym-
metrically and identically like a huge Halma board on the roof of
some aircraft, appear almost to invite errors of identification-and
so do the switches, particularly those of the pitot heaters.
Id. It has also been noted:
Flying . . [all but the simplest aircraft] . . . has been described as
"hours of boredom interspersed with moments of sheer panic."
The panic phase, of course, is the crisis, such as engine failure on
takeoff, when there is far too much to do and too little time to do it
in .... It is possible for work overload combined with marginal sen-
sory discrimination to cause an accident-for instance, a difficult ap-
1989] COMMENTS 297
Foreseeable misuse of a product, whether involuntary
or intentional, concerns manufacturers as much as if not
more than normal usage. Humans, by nature, are impa-
tient. As a user becomes more familiar with a product, he
finds ways to shortcut safety procedures in order to
achieve a satisfactory level of performance from the
machine while personally expending a minimal amount of
effort. 72 Safety features or procedures tend to slow down
efficient operation and are sometimes circumvented when
the operator is rushed or impatient. 71 In some instances,
involuntary human reflexes may place the operator in
danger of physical harm. Where design features or warn-
ings fail to anticipate such reflex reactions, the user may
suffer injury simply because his instincts caused certain
behavior. 74 Because of this human tendency to misuse a
product, manufacturers find themselves more and more at
risk for user injuries. The following section suggests
warnings designed to provide the user with essential in-
formation without overloading his processing capacity,
while at the same time discouraging misuse.
proach can distract a pilot from monitoring the aircraft glide slope,
resulting in touchdown short of the runway.
Bliss, supra note 154, at 53.
172 Bliss, supra note 154, at 54.
-7'See, e.g., Kroon v. Beech Aircraft Corp., 628 F.2d 891 (5th Cir. 1980) (pilot
neglected to preflight his aircraft, thus failing to discover gust locks still in place
on the aircraft) (discussed supra at notes 50-62 and accompanying text).
174 See, e.g., McAdams v. Pak-Mor Mfg., 602 S.W.2d 374, 380 (Tex. Civ. App.
1980) (A sanitation worker lost his hand when he attempted to push spilling trash
back into the truck's compactor. A human factors expert testified that the worker's
action was instinctive. The expert described the design of the compactor as a
"trap in that when the stuff falls [out] ... you try to push it back in and you really
can't help your reaction. This is possibly the key reason to guard it.").
17-5 UNIFORM PRODUcrs LIABILITY AcT § 104(C)(2)(d) (1979). The other factors
listed by this section are:
298 JOURNAL OF AIR LA WAND COMMERCE [55
is not sufficiently intense to communicate the gravity of
the danger. 76 Once the duty to warn arises, the manufac-
turer must decide what type of warning to use under the
77
circumstances. 1
The effectiveness of a warning label depends on the
product user's perception. FMC Corporation of Chicago
developed guidelines for a product hazard communica-
tion system.' 7 8 This system combines symbols with recog-
79
nizable meanings and normal words of warning.
Although simplistic in nature due to the relative simplicity
of the machines, the suggestions as to clarity and the
straightforwardness of the- communicated message indi-
cate a clear understanding of human factor engineering.
FMC recommends a warning label consisting of three ele-
ments: (1) a signal word, (2) a symbol or pictogram, and
(3) descriptive words. 8 0 The signal word indicates to the
user the nature and extent of the hazard sought to be
avoided by using readily recognizable words with defined
meanings."" Next, a visual message in the form of a
is"Id. Miller criticizes the FAA's lack of guidelines for warning placards, calling
for the FAA to adopt the Air Force guidelines. Id.
Iss Id.
300 JOURNAL OF AIR LA WAND COMMERCE [55
Manufacturers, however, should be able to rely on a cer-
tain degree of care on the part of the civilian pilot when
determining warning placement. To overcome this civil-
ian unfamiliarity with the airplane, pilots might face the
requirement of a thorough check ride with an instructor
for each model of airplane the pilot desires to fly.' 90 Air-
plane manufacturers themselves could make familiariza-
tion schools available to prospective users of their
airplanes. 19'
Whatever the warning used, several human factors im-
pact its effectiveness. Factors such as user identifica-
tion,' 9 2 normal use (expected and reasonably
foreseeable), abnormal use (unexpected and not reason-
ably foreseeable), and foreseeable third-party interference
with the aircraft's operation must enter into warning deci-
sions. 193 The actual placement of the warning depends on
its urgency, user characteristics
94
(height, eyesight, etc.),
and the viewing angle.'
V. CONCLUSION
"' Id. Currently, a pilot need only be "checked out" in a plane based on the
engine configuration. See generally 14 C.F.R. § 61.105-107 (1988). See infra notes
199-200 and accompanying text for a more detailed examination of private pilot
licensing requirements.
"" Miller, supra note 2, at 104.
,1'2Ryan, supra note 152, at 88. User identification includes age, skill, intelli-
gence, strength, memory, perception, and fatigue. Id.
Id.
I,
,, Ross, supra note 177, at 41.
1989] COMMENTS 301
Without guidelines for manufacturers and courts, the ulti-
mate loser is the consumer. Primarily due to products lia-
bility suits, Cessna ceased manufacturing its incredibly
popular piston-engined airplanes in 1986. 5 Light air-
craft deliveries in 1987 numbered only 1,085 compared to
17,811 in 1978.196 The average insurance premium paid
by aircraft manufacturers rose from $2,000 per plane in
1972 to between $60,000 and $100,000 in 1988. t9 7 Per-
haps the courts and manufacturers should look in a differ-
ent direction for solutions to the safety and liability
concern.
Many aircraft accidents involve pilot error as much as, if
not more than, design defects. Pilots, unfamiliar with the
aircraft and its unique operation characteristics, make
mistakes which often result in tragedy. 98 Under the cur-
rent FAA regulations, certification in a particular aircraft
category enables the pilot to fly a large number of very
different airplanes. 19 9 For example, a rating of "single-
engine land" enables the pilot to fly aircraft ranging from
fixed speed propellers and gear assembly to variable pitch
'" Light Aircraft-Pulling Out of Nose Dive, 308 ECONOMIST 72 (June 18, 1988).
Id. These statistics define light aircraft as "single engine to executive turbo-
prop." Id.
197 Id.
11mSee, e.g., Stevens v. Cessna Aircraft Co., 634 F. Supp. 137 (E.D. Pa. 1986)
(The pilot died when he engaged in a needlessly risky maneuver on a landing
attempt, causing the engine to stall. The court found that the pilot had never
flown that model of aircraft before, and the crash was solely due to the pilot's
inattention, carelessness or panic.).
-. The categories of certification and ratings are found in 14 C.F.R. § 61.5
(1988). Section 61.5 provides:
(a) The following certificates are issued under this part:
(1) Pilot certificates; (i) Student pilot; (ii) Private pilot;
(iii) Commercial pilot; (iv) Airline transport pilot.
(2) Flight instructor certificates.
(b) The following ratings are placed on pilot certificates (other than
student pilot) where applicable:
(1) Aircraft category ratings: (i) Airplane; (ii) Rotorcraft;
(iii) Glider; (iv) Lighter-than-air.
(2) Airplane class ratings: (i) Single-engine land; (ii) Multiengine
land; (iii) Single-engine sea; (iv) Multiengine sea.
(3) Rotorcraft class ratings: (i) Helicopter; (ii) Gyroplane.
(3) Lighter-than-air class ratings: (i) Airship; (ii) Free balloon.
302 JOURNAL OF AIR LA WAND COMMERCE [55
turboprop airplanes with retractable landing gears. The
sophistication difference in operating the airplanes within
a category enables a pilot to fly airplanes beyond his abil-
ity. As airplanes become more and more sophisticated,
the FAA and pilot associations will be forced to restruc-
ture the licensing requirements for prospective pilots. To
overcome what is often simply unfamiliarity with the oper-
ation of the airplane, the FAA should mandate more train-
ing to obtain a pilot's license2 0 0 and narrow the ranges of
certifications. For example, a requirement that a pilot
make five full-stop takeoff and landings in each type air-
craft with an instructor would go a long way towards elim-
inating pilot error. Manufacturers, however, should keep
in mind that human error is only part of the equation.
The most qualified pilot in the sky cannot overcome a se-
rious design defect.
21"1 The regulations dealing with pilot training are found at 14 C.F.R. § 61.101-
.111 (1988).