Wednesday 27 May 2020

13 - Experimenting with Chokes - The theory behind good ones!


Experimenting with Chokes 
<< changed 10th June 2020 to fix bad Al value for type 31 - redid graphs and tables>>
A real antenna is never symmetrical, it is affected by nearby wiring, pipework and pieces of metal or even conductive earth. If you use coaxial cable then there are three paths for current. Through the centre conductor, through the inside of the coax sheath and the outside of the coax sheath. The two surfaces of the sheath are independent of each other. Electricity at radio frequencies only travels on the skin or surface of conductors – this is known as the skin effect. (at 3.5MHz 2/3rds of the current is within a 1/30th of a millimetre of the surface). We don’t want current on the outside of our coax for two reasons. It makes it act as an aerial – both for transmit and for receive and it brings RF into your shack.
When you unintentionally transmit via your antenna feeder it may reach nearby electronics and cause interference – obvious in the old days because analogue televisions were so susceptible to it (TVI) but nowadays the effect is much more subtle, burglar alarms may go off in the next street, your coffee machine may decide to switch itself on or it may even go unnoticed - your Wifi may drop to a snails pace or your phone may drop from 3G to 2G. Even if unnoticed you should try and stop it.
On receive, interference from your home, and the homes on either side of you may be coupled onto the outside sheath and these end up at the input terminals of your receiver. Either by going up to the antenna and back down the centre conductor or by lifting the earth potential of your antenna socket at the back of your transceiver. You may not notice this except to comment that you appear to have a noisy antenna or you may hear harsh buzzing or whistles or bursts of noise at specific areas of your tuning dial. Some internet lines coming into the house are inherently noisy at HF (VDSL in particular) and modern Wifi extenders that use the mains wiring, a lot of LED lighting and even smart phone and tablet chargers can cause problems (modern phone chargers use switching technology and may or may not have anti-interference components fitted – a lot of Chinese units fit the components to the units that are sent to get tested for EMC and then the production line omits the components once mass production starts. 99 times out of a 100 they get away with it.)
RF in the shack may or may not get noticed – this year, but maybe you change something next year and strange things happen – your transceiver won’t switch from transmit to receive, your internet goes slow (I had this problem and only noticed it when the spectrum waterfall on websdr.org froze when I transmitted at 100W on 17m, it was ok at 50W and I fixed it with a choke) or your lips get burnt when you kiss your microphone (don’t kiss your microphone!)
The current travelling down the outside of the coax sheath can be reduced to nearly zero if you insert a choke or two. Usually called a common mode choke(CMC) as it does not affect the differential current that flows up the centre conductor and back down the inside of the coax sheath.
If you wind coaxial cable in a coil then the differential currents don’t realise this as they are effectively shielded from the outside by the thickness of the sheath but the outside of the sheath notices as it is now having to pass through a coil – a coil that has some inductance and hence reactance measured in Ohms. A 500 Ohm choke in a 50 Ohm system will reduce the common mode currents to 10% of what they were – current from antenna asymmetry elects to take the path of least resistance (sic) and travels down the inside of the coax instead (it acts as a balun but I don’t like the term balun or unun – I try to use the terms chokes and transformers).
If the current is induced onto the sheath from an external source then the resistance causes the interference to dissipate as heat – it doesn’t reach the shack (or the antenna)
However a coil of coax is only effective at one frequency, it possesses capacitance between its turns as well as inductance and this causes a resonance – which is good at some frequencies but poor at others. Resonance can give unpredictable results and is difficult to “tune” to the correct frequency. The coil must not hang near a metal mast either.
For multiband performance, chokes should use ferrite material such as toroidal rings or tubes. Ferrite beads are sometimes used but they are very expensive and heavy if they are to be effective. I will concentrate on ferrite toroids and not powdered iron toroids. Powdered Iron should not be used as chokes, they (a) won’t have enough inductance and (b) are low loss (high Q) and we want lots of loss in a choke. High Q circuits make poor chokes as the resonance peaks, whilst of a very useful high impedance is only present over a narrow band of frequencies and that frequency moves according to stray capacitance. Powdered Iron make good filter inductors and narrow band transformers. Powdered Iron toroids are named with a T such as T200-6 and they are nearly always painted, red, yellow or glossy black etc.,
We can use ferrites to make broadband transformers, where different criteria apply. I am talking about chokes here.
Ferrite Toroids are named with an FT prefix, such as FT240-43, this has an outside diameter of 2.4” and is of type 43. Other common types include -31, -52 and -61 as well as several in the 70’s which are better suited to switching power supplies and frequencies of a few hundred kilohertz. You occasionally see them used on top band (1.8MHz).
Manufacturers produce datasheets that can be confusing. They sometimes quote that a given ferrite type is suitable for a certain frequency range and then you see them being used at other frequencies. The reason is that a ferrite can be used to build a transformer where we want low loss, or a choke where we want high loss. Also sometimes we want resonance and sometimes we don’t – or we want a wide band smeared resonance and not one that is too peaky. A narrow peaked resonance does provide very high attenuation but external reactances will detune and move the peak.
Also type #43 is really common and widely available – it is good enough even if used on non-optimal frequencies. The more recent #31 is a better choke at lower frequencies (say below 10MHz) and very nearly as good at higher frequencies. Of course choking impedance is not the only design criteria – we should worry about power handling and how smooth the response is over the entire frequency range of interest.
I found the excellent charts produced by Steve Hunt G3TXQ(SK) to be a good starting point – he did a lot of choke measurements. My studies took me to excellent documents by Jim Brown(K9YC) and some really useful calculators and spreadsheets by Owen Duffy(VK1OD). You should study their websites for further information.
Here are diagrams found on Steve’s web site http://www.karinya.net/g3txq/chokes/


Here we see that 17 turns on a single FT240-43 should give 4k to 8k of choking from topband to low down in the 10m band. But it is only resistive from 4.5 MHz to 12 MHz (the thin black line shows this, but we really need to know values)

On the face of it the type #31 seems not as good as the #43, 12 turns on a single




core FT240-31 gives 2k to 4k of choking over all bands. More subtly, and more importantly is the black line – the choke appears as a resistance of a large portion of the spectrum – the #31 is very broadly resonant and less prone to a peaky resonance, this makes it better behaved if presented with a nasty range of antenna reactances. In fact after further study I now do not use the charts above as we really need to know the resistive values (the details of the black lines above). The reactance, and overall impedance are less important, since you may be unlucky enough to combine a high choking reactance with an antenna which has the same reactance but of the opposite sign. In which case the choke does nothing. You really need resistance in a choke. I give my own graphs and tables of resistance at the end of this article. I will add them to my blog after this article is published.
Many hams have used the charts above and ended up with 12 turns of coax wound on an FT240-43 – a useful choke, certainly from 80m to 10m. However a closer inspection of the datasheets and the writings of others show that the relatively new type 31 (promoted since 2006) is actually better below 10MHz, and nearly as good from 10 to 30MHz. Again, for well behaved antennas either will do. For antennas well off resonance and presenting reactive loads then the 31 may be better.
Manufacturers do not really produce products to suit radio ham bands – they are in the business of producing ferrites for EMI suppression and also for transformers and inductances for filters. Fair-Rite make ferrites and Amidon distribute them. Also worth knowing is that for some reason Amidon and others rebadge the ferrites so what Amidon calls an FT240-31 has a Fair-Rite part number of 5931003801. Here are what the sellers of these toroids actually recommend.
1Amidon(the distributor) is quoting a different range from Fair-Rite the manufacturer
2 These figures are from Palomar Engineering, rest from Fair-rite and Amidon sites
 
Not a bit of wonder we can have variable performance from 3 to 30MHz! A lot of what is currently done is because originally we only had type #43 – it was easy to get. So custom and practice was to use #43 for 3MHz to 30MHz. It would be better to use type #31 for chokes from 1 to 10MHz and #43 for chokes from 10MHz to 30MHz. If you are buying fresh pick #31. Jim Brown says “a single #31 choke is 
good over a 8:1 frequency range while a #43 choke is good over a 4 to 1 frequency range”.
Here is another chart from Fair-Rite showing its recommendations for chokes

For ordinary inductors or transformers different rules apply, sometimes we pick material for a transformer based on its complex (sic) magnetic properties rather than its recommended frequency range; this is because it is hard to make transformers with a very wide bandwidth and choosing the number of turns and tweaking the transformers becomes an art not a science. This article is only about chokes.
Jim Brown (K9YC) has an excellent set of documents describing choke design – some of it relating to choking RF out of audio cables but he also covers RF choke design fairly rigorously. He sometimes suggest using 5 toroids at a time – which is a bit expensive, Ian GM3SEK has produced designs that are cheaper to make using type 31 tubes rather than toroids. I have FT240 toroids so that is what I will use. I will buy some of the tubes that Ian recommends (in http://www.ifwtech.co.uk/g3sek/in-prac/) as well as some clip on ferrites the next time I go shopping for Ferrites.
Toroids are given values in their datasheet for Al and ui – the Al constant is used for a quick and dirty calculation of inductance. However this is of limited use with ferrites as the value is only accurate at very low frequencies. Real ferrites have a reactance that may start out inductive but at some stage it actually becomes capacitive! And it has considerable resistance as we will see later. The initial permeability ui is just that; an initial value measured at a unrealistically low frequency– real ferrites have a permeability that varies with frequency, and it is not even just a simple number, it is best considered as a complex number, it has two parts µ’ and the µ’’.
The datasheets for the Ferrites show the µ’ and the µ’’ values – these represent the reactive and resistive (losses) values if we are making chokes. They actually chart the complex permeability but this will approximate to reactance (µ’) and resistance (µ’’) – related to the losses in the material. Losses are good in a choke 



So we can anticipate the resistive portions being quite low up to 3MHz and dropping again after 30MHz For comparison here is the #31 graph



Note these have slightly different scales. – at 2MHz the type 31 has 4 times better resistance choking.
I wanted chokes specifically for a new End Fed Half Wave antenna which covers all bands from 80 to 10m but needs good common mode chokes. I resolved to design something with as much resistance as possible. Current thinking (since 2006) has been to try for 5,000 Ohms. It used to be thought 500 Ohms was enough, to choke off the more obvious RF currents. However 5000 Ohms helps reduce receiver noise.
Rather than use Steve’s charts I wanted to calculate my own. I needed tables of µ’ and the µ’’ to build up my spreadsheet. There are tables on the Fair-Rite website at 1MHz intervals which I imported into Excel’s polynominal curvefitting. This allowed me to get a table for the hambands. I then found that Owen Duffy had beat me to it and used more sophisticated cubic spline curve fitting, he had also re-measured some of the values so I decided to use his µ’ and the µ’’ values. Thanks Owen.
The formula for R and X depends on the initial ui and the µ’’ and µ’ values at the frequency (f) of interest. You also need the number of turns (N) and the published Al value for your toroid. Ferrite Al values are only given +/- 20% so the graphs and tables below are only roughly indicative. The formulas for Resistance and reactance are;
Rs = (µ'' /µi ) * 2πf N2 Al
Xs = (µ' /µi ) * 2πf N2 Al

There is one other wrinkle. Real chokes suffer from stray capacitance which alters these equations. I copied an idea of Owen Duffy’s website and re-calculated the resistances with a stray capacitance of 1.3pF, I will be experimenting with different values when I try measuring some chokes.
here are tables of µ’’ and µ’ – from https://www.owenduffy.net/calc/toroid4.htm


You can find the manufacturer’s data at
(there is a link to a . CSV file halfway down the page )
Using the table of µ’’ and µ’ above, I built a spreadsheet and from it produced this graph and table. The spreadsheet on my blog calculates X and Z as well (but those values are irrelevant – Resistance is what matters, at least in demanding applications


Above is a table of resistance for differing turns of RG58 wound on a FT240-31 , I like the look of 15 turns, for 80m to 20m.
Here is the data for type 43;


Here 11 turns looks good 20m to 12m. To get even better performance I decided to add these two chokes in series. The final R,X and Z values for this combination is the R_TOTAL column shows the two chokes together exceed the 5k criteria for resistance (and nearly 10k for Z)



Below is a diagram of a choke
- this one has 8 turns including a crossover winding known as a Reisert Turn.




This allows the input and output to be on opposite sides of the choke and allows more turns. It may reduce capacitance slightly though this is very hard to measure. It seems to make no difference but is easier to wind


In Summary

Current thinking is that common mode chokes need high resistance, high impedance (reactance) is not a reliable way of choking badly behaving antennas.
A single choke will not cover all bands. An air-spaced choke may sort of work on one band.
A lot of commercially available chokes are old fashion designs and poor performers in certain situations. High Resistance chokes always perform well.
The tables and graphs above are new and should be useful to anyone wanting to make a common mode choke. – at least from FT240 types of ferrite. The spreadsheet on my blog can be used for smaller ferrites, although getting RG58 on them is tricky.
I will attempt to measure my chokes in a future article – or try my blog http://MI5AFL.Blogspot.com. Note, measuring high impedance chokes is actually very difficult – I have already fallen foul of my scope probe’s built in capacitance and had bother with heavyweight manipulations of S11 and S21 data in my VNA. (and getting bad data from the internet - http://toroids.info  has the wrong Al value for a FT240-31, http://amidoncorp.com has the right value.


My study of this area has depended on the work of others; in particular

If you go to the "pages" tab of this blog (http://mi5afl.blogspot.com/p/blog-page_15.html )you will get a link to various files I hae written  - the txt of this article as a pdf and three spreadsheets, Ask me if you want me to explain anything.
(mailto: MI5AFL@ARRL.Net )




Thursday 14 May 2020

12 - Measuring the impedance of Coax using a nanoVNA


Measuring the Impedance of Coaxial Cable 
Published in Contact - the magazine of the Bangor and District Amateur Radio Society (BDARs)
I have many random lengths of coaxial cable, some marked and some not. Whilst most of it is 50 Ohm cable, some of it is 75 Ohms and I needed to find out which is which.
I bought a NanoVNA for about £30. The screen is small but I only use it attached to a PC (NanoSaver software). I have used the NanoVNA as an antenna analyser but you can use it for so much more it can measure resistance and reactance at various frequencies.
There is a reasonably obscure way of working out the impedance of unknown cable by using the Lamda/8 method. Unknown to me until Google found a post in the NanoVNA group.io pages. It is very simple to do – attach a length of the coax to the main port of the VNA with the other end of the cable open circuited.
You sweep the cable for its R +/- jX impedance over a range of frequencies from low to high and find the frequency of its first ¼ wave resonance. This is easily seen as a ¼ wave of transmission line will transform the open circuit at the open end of the coax to a short circuit – zero or low resistance and zero or low reactance. It doesn’t matter what length of cable you use. The same data can be used to calculate VF, the Velocity Factor but that didn’t matter to me on this occasion – I just wanted to make some Chokes and Transformers.
Having found the frequency where R and X were lowest – note on the graph below that the scale for X has zero about half way up the right hand. I got 13.44MHz and an impedance of 2.284 – J1.18 Ohm (I happened to be using about 5m of cable so I knew 13-14MHz was in the right ballpark for a quarter wave)




The lamda/8 method requires measuring the impedance at half this frequency so I dutifully set the frequency to sweep from 6.5MHz to 6.8MHz and read off the impedance at 6.67MHz which is seen in the next diagram. – we need the reactance figure – the one after the – j in this case you see that this is Z = 48.4 – j 52.6 so this is “50 Ohm” cable (actually 52.6 Ohms).



You don’t need to know how this method works but if you want to know; it is because the impedance Z of an open circuit transmission line is given by the formula
Z = -j Z0 COTANGENT ( 2πf * Line_Length )
Line_Length expressed in fractions of wavelength or fractions of cycles of Frequency.
If the line_length is lamda/8 then we have the COTANGENT (π/4) which is 1 so at that particular magic length the measured impedance is –j Z0
There is more detail at http://www.antenna-theory.com/tutorial/txline/transmission6.php although it is fairly heavy going and it uses a slightly more longwinded approach of measuring impedance of the open circuit coax and the impedance of the short circuited coax and then using the formula.
Z0 = √[ Zshort * Zopen ]
I tried this alternative method on my VNA and got poor results, (10 Ohms out) Although my AA-30 Rig expert antenna analyser gave readings of 48 Ohms which is reasonable. I think the Lamda/8 method is simpler to use, avoids square roots and complex numbers! A third method sometimes quoted is to use the square root of the shorted cable inductance divided by the open circuit capacitance. My VNA gave inaccurate results using this. As did my AA-30.
 
While writing this I found a very good reference at http://www.rfcec.com/ in chapter 3 part 27 – measuring Zo. He says the lamda/8 is more accurate using a shorted cable (and a modified equation) but it is ok to use the open circuit cable – my results were fine.
Now I know I have 50 Ohm cable I can wind some chokes on my FT240 Ferrite cores!
Next article is on how to design chokes