Photo: T-37B, from Eddie's past and Wikimedia Commons.
In 1979 I started flying instrument procedures in the Cessna T-37B and using an instrument procedures manual that was all of 139 pages of which one was devoted to procedure turns and another to holding-in-lieu of procedure turns. It really was that easy and we were told these could get us through a low altitude instrument approach anywhere in the world. As it turns out, we in the Air Force found out about five years later, that is wrong. You can get away with these two techniques in the United States and in a few of the places that have adopted TERPS but if you want to do what the International Civil Aviation Organization (ICAO) calls a course reversal, you will have to learn a new set of tricks. More about this: Normal Procedures & Techniques / Course Reversals.
In the United States you can pretty much get away with using ICAO procedures, though you might be making things more complicated than they need to be. But you need to keep up with recent changes, as the U.S. is starting to align its procedures with the ICAO. The "hold-in-lieu" terminology is starting to give way to the ICAO "racetrack" name, though you will still see the old terminology in a few source documents. The U.S. procedures are given in the references shown below and I've extracted many of them here. Where I think it helpful, I've added my own comments in blue.
[Aeronautical Information Manual §5-4-9.a] A procedure turn is the maneuver prescribed when it is necessary to reverse direction to establish the aircraft inbound on an intermediate or final approach course. The procedure turn or hold-in-lieu-of-PT is a required maneuver when it is depicted on the approach chart, unless cleared by ATC for a straight-in approach. Additionally, the procedure turn or hold-in-lieu-of-PT is not permitted when the symbol “No PT” is depicted on the initial segment being used, when a RADAR VECTOR to the final approach course is provided, or when conducting a timed approach from a holding fix. The altitude prescribed for the procedure turn is a minimum altitude until the aircraft is established on the inbound course. The maneuver must be completed within the distance specified in the profile view. For a hold-in-lieu-of-PT, the holding pattern direction must be flown as depicted and the specified leg length/timing must not be exceeded.
NOTE-The pilot may elect to use the procedure turn or hold-in-lieu-of-PT when it is not required by the procedure, but must first receive an amended clearance from ATC. If the pilot is uncertain whether the ATC clearance intends for a procedure turn to be conducted or to allow for a straight-in approach, the pilot must immediately request clarification from ATC.
The "minimum altitude until the aircraft is established on the inbound course" begs the question, when are you established? Many pilots use "CDI off the wall" as their trigger. That could be four miles or more off course, depending on the procedure and the distance from the navigation aid. The real answer is in TERPS and varies with procedure type, altitude, and a few other factors. The tolerance can be a mile or less. Your CDI may or may not reflect linear distance. The safe bet here: on course is on course, center the needle.
[Aeronautical Information Manual §5-4-9.a.1.] On U.S. Government charts, a barbed arrow indicates the maneuvering side of the outbound course on which the procedure turn is made. Headings are provided for course reversal using the 45 degree type procedure turn. However, the point at which the turn may be commenced and the type and rate of turn is left to the discretion of the pilot (limited by the charted remain within xx NM distance). Some of the options are the 45 degree procedure turn, the racetrack pattern, the teardrop procedure turn, or the 80 degree ↔ 260 degree course reversal. Racetrack entries should be conducted on the maneuvering side where the majority of protected airspace resides. If an entry places the pilot on the non-maneuvering side of the PT, correction to intercept the outbound course ensures remaining within protected airspace. Some procedure turns are specified by procedural track. These turns must be flown exactly as depicted.
Figure: Procedure turn remain within distance, from AIM, figure 5-4-15.
[Aeronautical Information Manual §5-4-9.a.2.] Descent to the procedure turn (PT) completion altitude from the PT fix altitude (when one has been published or assigned by ATC) must not begin until crossing over the PT fix or abeam and proceeding outbound. Some procedures contain a note in the chart profile view that says “Maintain (altitude) or above until established outbound for procedure turn.”
Figure: Procedure turn remain within distance without note, from AIM, figure 5-4-16.
Newer procedures will simply depict an “at or above” altitude at the PT fix without a chart note.
Figure: Procedure turn required obstacle clearance, from AIM, figure 5-4-17.
Both are there to ensure required obstacle clearance is provided in the procedure turn entry zone.
Absence of a chart note or specified minimum altitude adjacent to the PT fix is an indication that descent to the procedure turn altitude can commence immediately upon crossing over the PT fix, regardless of the direction of flight. This is because the minimum altitudes in the PT entry zone and the PT maneuvering zone are the same.
[Aeronautical Information Manual §5-4-9.a.3.] When the approach procedure involves a procedure turn, a maximum speed of not greater than 200 knots (IAS) should be observed from first over heading the course reversal IAF through the procedure turn maneuver to ensure containment within the obstruction clearance area.
[Aeronautical Information Manual §5-4-9.a.3.] Pilots should begin the outbound turn immediately after passing the procedure turn fix. The procedure turn maneuver must be executed within the distance specified in the profile view. The normal procedure turn distance is 10 miles.
[Aeronautical Information Manual §5-4-9.a.5.] A holding pattern in lieu of procedure turn may be specified for course reversal in some procedures. In such cases, the holding pattern is established over an intermediate fix or a final approach fix. The holding pattern distance or time specified in the profile view must be observed. For a hold-in-lieu-of-PT, the holding pattern direction must be flown as depicted and the specified leg length/timing must not be exceeded. Maximum holding airspeed limitations as set forth for all holding patterns apply. The holding pattern maneuver is completed when the aircraft is established on the inbound course after executing the appropriate entry. If cleared for the approach prior to returning to the holding fix, and the aircraft is at the prescribed altitude, additional circuits of the holding pattern are not necessary nor expected by ATC. If pilots elect to make additional circuits to lose excessive altitude or to become better established on course, it is their responsibility to so advise ATC upon receipt of their approach clearance.
What AIM calls a holding pattern in lieu of procedure turn is now called a racetrack procedure, as given in most ICAO sources and to a recent update in the FAA Instrument Flying Handbook. . .
Figure: Racetrack pattern, from FAA-H-8083-15B Instrument Flying Handbook, figure 7-41.
[FAA-H-8083-15B Instrument Flying Handbook, page 7-30]
You would be wise to apply a drift correction here. If the wind is very strong blowing you toward the inbound course, you may want to double the drift to improve your odds of rolling out on course. Some pilots do this also for a wind blowing away from the course. This might work, but you need to be mindful of exceeding protected airspace.
A DME or different time interval may be specified on the instrument approach plate.
You should attempt to roll out on course and if not on course, apply a correction back to course.
Figure: Purdue University VOR-A, from Jeppesen Airway Manual, page KLAF 13-1, 13 Sep 2011.
The VOR-A into Purdue University airport includes a race track procedure with a stated 1 minute time.
Figure: Standard procedure turn, from FAA-H-8083-15B Instrument Flying Handbook, figure 7-42.
[FAA-H-8083-15B Instrument Flying Handbook, page 7-30]
The length of this leg can be specified by DME, a fix, or timing shown on the approach plate itself.
Using 40 seconds after roll is certainly a technique, but it doesn't look like a good technique. I recommend using ICAO procedure here which calls for 1 minute from the start of the turn for Category A and B aircraft, 1 minute 15 seconds for Category C, D, and E aircraft.
If you decide you are going to need to adjust outbound time or heading to compensate for wind, consider obstacles and let ATC know what you are doing.
Figure: Boeing Field LOC DME Rwy 13R, from Jeppesen Airway Manual, page KBFI 11-2, 14 Feb 2014.
The LOC DME Rwy 13R into Boeing Field includes a standard 45° procedure turn without any DME restrictions other than the aircraft must remain within 10 NM of the final approach fix, NOLLA. It is up to you how far to fly before starting the 45° leg and, depending on if you want to comply with ICAO guidance or not, how long to fly that leg before turning. So a lot is left on your shoulders. Here is my method on how to make these decisions:
Figure: 80°/260° procedure turn, from FAA-H-8083-15B Instrument Flying Handbook, figure 7-43.
[FAA-H-8083-15B Instrument Flying Handbook, page 7-31]
Figure: Finschhafen, PNG NDB Approach from Jeppesen Airway Manual, page AYFI 16-1, 11 Apr 2014.
I've never seen a published 80°/260° Procedure Turn in the United States and those I've seen internationally are a disappearing breed. There are a few left in Papua New Guinea and I've seen one in Egypt. But most places that have had them long ago changed to racetrack, base turn, or standard procedure turns. The 80°260° gives the pilot very little room to adjust for winds. If given a choice, any course reversal should be preferred to the 80°/260°.
More about this: Normal Procedures & Techniques / Course Reversals / 80/260.
Figure: Teardrop pattern, from FAA-H-8083-15B Instrument Flying Handbook, figure 7-44.
[Aeronautical Information Manual §5-4-9.a.4.] A teardrop procedure or penetration turn may be specified in some procedures for a required course reversal. The teardrop procedure consists of departure from an initial approach fix on an outbound course followed by a turn toward and intercepting the inbound course at or prior to the intermediate fix or point. Its purpose is to permit an aircraft to reverse direction and lose considerable altitude within reasonably limited airspace. Where no fix is available to mark the beginning of the intermediate segment, it must be assumed to commence at a point 10 miles prior to the final approach fix. When the facility is located on the airport, an aircraft is considered to be on final approach upon completion of the penetration turn. However, the final approach segment begins on the final approach course 10 miles from the facility.
[FAA-H-8083-15B Instrument Flying Handbook, page 7-31] There are three typical teardrop patterns. A 30°, 20°, and a 10° teardrop pattern. The below steps indicate actions for all three starting on a heading of 360°.
Figure: Dodge City Regional ILS or LOC Rwy 14, from Jeppesen Airway Manual, page KDDC 11-1, 30 Oct 2009.
The ILS or LOC Rwy 14 into Dodge City Regional includes a 30° teardrop procedure turn with a DME turn point. The approach is straight forward. I would be tempted to compute a bank angle to make the turn and roll out precisely on course, but would not do this because I want to get the aircraft heading back to the runway as quickly as possible, just to get the airplane on the ground expeditiously. Given that, I would use a standard rate turn inbound followed by normal course intercept procedures.
Air Force Manual (AFM) 51-37, Instrument Flying, 1 December 1976
FAA-H-8083-15B, Instrument Flying Handbook, U.S. Department of Transportation, Flight Standards Service, 2012
ICAO Doc 8168 - Aircraft Operations - Vol I - Flight Procedures, Procedures for Air Navigation Services, International Civil Aviation Organization, 2006
Jeppesen Airway Manual
United States Standard for Terminal Instrument Procedures (TERPS), Federal Aviation Administration 8260.3B CHG 25, 03/09/2012
Wikimedia Commons, Public Domain Artwork