12
While not strictly a compendium on baluns, W2FMI does review the amateur literature, both fact and fanciful, on the subject. He also presents the results of his experiments plus workable designs that we can build. More On The 1:1 Balun BY JERRY SEVICK'. W2FMI Fig, 1- lIIustration of/h e various currents at the feed point a/a dipole, I, is the dipole curren/ and /2 is the inverted L (imbalance) current. I, - -, I S hield I I I I I I __ J A, 0-) v, 1 I II + I I I 1 1 1 1 , , , , , <, I « , , , I I I I I ..._ ---- -- under the dipole, a large change in the VSWR t ook place . This meant the inverteo-L mode was appreciable. It should also be pointed out that the direc- tion of ' 2 , the imbalance current, can depend upon the side on which the coaxial cable is out of the ground plane of the dipole. For exam- ple, if it comes down under the right side in fig. 1 (that is, the angle between the horizontal arm and the coa x is less than 90 degrees on the right side and more than 90 degrees on the left side), then the direction of '2 can be re- versed by the imbalanc e in the induced cur- rents on the outside of the braid By the same token, by having the coaxial cable come down on the other side, the value of I., is only in- creased in magnitude. Feeding a Yagi beam Without a wen-oe- signed 1:1 balun, however. is a different mat- ter. Since most Yagi designs use shunt-feed- ing (usually by hair-pin matching networks) in order to raise the input impedance close to 50 ohms, the effective spacing Is) is greatly in- creased. Furthermore, the center of the driven element is actually grounded , Thus, connect- to antennas such as dipoles. invened Vees. and Vagi beams wtlich favor a balanced feed. In esserc..\ they prefer a source of power the terminals of which are balanced (voltages being equal and opposite) with respect to ac- tual ground or to the virtual ground which bisects the center of the antenna. The ques- tion frequently asked is whether a 1:1 balun is really needed. To illustrate the problem involved and 10 give a basis lor my suggestions, I refer you to fig, 1. Here we have, at the feed point of the dipole. two equal and opposite transmission- line currents which have two components each-II and 1 2- Also shown is the spacing (s) between the center conductor and the outside braid. rbeo-eucauv. a balanced antenna with a balanced feed would have a ground (zero potential) plane bisecting this spacing. However, since a coax-feed is unbalanced and the outer braid is also connected to ground at some point. an imbalance exists at the feed point. giving rise to two antenna modes, One is with 1 1 giving a dipole mode, and the other is with 1 2 giving an mvertec-t, mode. If the spac i ng (s) is increased, the imbal- ance at the feed point b ecom es greater, giv- ing rise to more current on the outer braid and a larger unbalance of currents on the anten- na's arms, Several steps can be taken to elim- inate or minimize the undesirable inverted-L mode (eliminate or minimize ' 2 ), The obvious one is to use a well-designed balun, which not only provides a balanced feed, but also mini- mizes (by its choking reactance) I., il the coax- ial cable does not lie in the ground plane which bisects the center of the dipole, The other step is to ground the coaxial cable at a quarter- wave (or odd-multiple thereof) from the feed point. This discourages the inverteo-L mode, sin ce il wants to see a high impedance at these le ngths instead of the low impedance of a ground connection. Experiments with baluns were co nd ucted on a 20 meter half-wave dipole at a height of 0.17 wavelength, which gave a resonant im- pedance of 50 ohms, VSWRcurves were com- pared under various con ditions. When the coaxial cable was in the ground plane of the antenna (that is. perpendicular to the axis of the antema). the VSWR curves were identical with or without a well-designed balun no mal- ter where the outer braid was grounded. Only when the coaxial cable was out of the ground planewasa significantdifference noted. When the cable dropped down at a 45 degree angle When To Use A Balun Baluns have taken on a more significant role in the past few decades with the advent of solid-state transceivers ano Class B linear amplifiers, which have unbalanced outputs- that is, the voltage on the center conductor of their output chassis connectors varies (plus and minus) with respect 10 ground, In many cases coaxial cables are used as the trans- mission lines from these unbalanced outputs My most recent CQ article entitled ' More On The 4:1 Balun"! presented some new 4 .1 designs as well as an evaluation of the designs which have appeared in our amateur radio lit- erature over the years. It you read the article. you saw that I was very critical of the informa- tion made available to amateurs, In fact, it was shown that a very poor design was converted into a "peerless" design by making three sim- ple changes, The number of bifilar turns was changed from 10 to 14, the cross-sectional are a of the toroid was doub led by stacking two together, and the wires were covered with Teflon tubing. resulting in the optimum char- acteristic impedance of the coiled transmis- sion line. These changes made very signifi- cant improvements in both the low- and high-frequency responses of the 41 balun. This article can be said to be a complemenl to the 4: 1 balun article. In this case it treats the much more popular 1.1 balun. It begins with my view on when to use a balun. Even though much of what has been written here is taken from my Summer 1 99 2 article in Communica- tions Quarterly." it is presented again here, since some of you don't subscribe to that jour- nal. As before, highlights are also given on what has been available in the professional and ama teur radio literature on the unde r- standing and design of the 1:1 balun. This information is then followed by some of my latest designs. Of special interest might be the one I call the "economy' model. Economy, in this case, refers 10 economy in labor. I hope some of lhese baluns are constructed and compared with the ' expensive' (in labor) mod- els also described in this article. The article finally closes with a short sum- mary of the significant points brought forth in this essay. As will be seen (again), the infor- mation available to radio amateurs has been sorely lacking over the past 25 years (at least) I "32 Granvi/Ie Way, Basking Ridge, NJ 07920 26 ca April 1994 Say You Saw n In CO

More On The 1:1 Balun - Nonstop Systems

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While not strictly a compendium on baluns, W2FMI doesreview the amateur literature, both fact and fanciful, on thesubject. He also presents the results of his experimentsplus workable designs that we can build.

More On The 1:1 BalunBY JERRY SEVICK'. W2FMI

Fig, 1- lIIustration of/he various currents at thefeed point a/a dipole, I, is the dipole curren/and /2 is the inverted L (imbalance) current.

I,-

- ,I ShieldIIIIII

__J

A,

0-)v,

1I

II + 121~III1111,,,,,

<, I

«

~­,,,IIIII..._---- - -

under the dipole, a large change in the VSWRtook place. This meant the inverteo-L modewas appreciable.

It should also be pointed out that the direc­tion of '2, the imbalance current, can dependupon the side on which the coaxial cable is outof the ground plane of the dipole. For exam­ple, if it comes down under the right side in fig.1 (that is, the angle between the horizontal armand the coax is less than 90 degrees on theright side and more than 90 degrees on theleft side), then the di rection of '2can be re­versed by the imbalance in the induced cur­rents on the outside of the braid By the sametoken, by having the coaxial cable come downon the other side, the value of I., is only in­creased in magnitude.

Feeding a Yagi beam Without a wen-oe­signed 1:1 balun, however. is a different mat­ter . Since most Yagi designs use shunt-feed­ing (usually by hair-pin matching networks) inorder to raise the input impedance close to 50ohms, the effective spacing Is) is greatly in­creased. Furthermore, the center of the drivenelement is actually grounded , Thus, connect-

to antennas such as dipoles. invened Vees.and Vagi beams wtlich favor a balanced feed.In esserc..\ they prefer a source of power theterminals of which are balanced (voltagesbeing equal and opposite) with respect to ac­tual ground or to the virtual ground whichbisects the center of the antenna. The ques­tion frequently asked is whether a 1:1 balun isreally needed.

To illustrate the problem involved and 10give a basis lor my suggestions, I refer you tofig, 1. Here we have, at the feed po int of thedipole. two equal and opposi te transmission­line currents which have two componentseach-II and 12- Also shown is the spacing (s)between the center conductor and the outsidebraid. rbeo-eucauv. a balanced antenna witha balanced feed would have a ground (zeropotential) plane bisecting this spacing.However, since a coax-feed is unbalancedand the outer braid is also connected toground at some point. an imbalance exists atthe feed point. giving rise to two antennamodes, One is with 11 giving a dipole mode,and the other is with 12 giving an mvertec-t,mode.

If the spacing (s) is inc reased, the imbal­ance at the feed po int becomes greater, giv­ing rise to more current on the outer braid anda larger unbalance of currents on the anten­na's arms, Several steps can be taken to elim­inate or minimize the undesirable inverted-Lmode (eliminate or minimize '2), The obviousone is to use a well-designed balun , which notonly provides a balanced feed, but also mini­mizes (by its choking reactance) I., il the coax­ial cable does not lie in the ground plane whichbisects the center of the dipole, The other stepis to ground the coaxial cable at a quarter­wave (or odd-multiple thereof) from the feedpoint. This discourages the inverteo-L mode,since il wants to see a high impedance at theselengths instead of the low impedance of aground connect ion.

Experiments with baluns were conductedon a 20 meter half-wave dipole at a height of0.17 wavelength, which gave a resonant im­pedance of 50 ohms, VSWR curves were com­pared under various conditions. When thecoaxial cable was in the g round plane of theantenna (that is. perpendicular to the axis ofthe antema). the VSWR curves were identicalwith or without a well-designed balun no mal­ter where the outer braid was grounded. Onlywhen the coaxial cable was out of the groundplanewasa significant difference noted. Whenthe cable dropped down at a 45 degree angle

When To Use A Balun

Baluns have taken on a more significant rolein the past few decades with the advent ofsolid-state transceivers ano Class B linearamplifiers, which have unbalanced outputs­that is, the voltage on the center conductor oftheir output chassis connectors varies (plusand minus) with respect 10 ground, In manycases coaxial cables are used as the trans­mission lines from these unbalanced outputs

Mymost recent CQ article entitled ' MoreOn The 4:1 Balun"! presented some new 4 .1designs as well as an evaluation of the designswhich have appeared in our amateur radio lit­erature over the years. It you read the article.you saw that I was very critical of the informa­tion made available to amateurs, In fact, it wasshown that a very poor design was convertedinto a "peerless" design by making three sim­ple changes, The number of bifilar turns waschanged from 10 to 14, the c ross-sectionalarea of the toroid was doubled by stacking twotogether, and the wires were covered withTeflon tubing. resulting in the optimum char­acteristic impedance of the coiled transmis­sion line. These changes made very signifi­cant improvements in both the low- andhigh-frequency responses of the 4 1 balun .

This article can be said to be a complemenlto the 4: 1 balun article. In this case it treats themuch more popular 1.1 balun . It begins withmy view on when to use a balun. Even thoughmuch of what has been written here is takenfrom my Summer 1992 article in Communica­tions Quarterly." it is presented again here,since some of you don't subscribe to that jou r­nal. As before, highlights are also g iven onwhat has been available in the professionaland amateur radio literature on the under­standing and design of the 1:1 balun.

This information is then followed by some ofmy latest designs. Of special interest might bethe one I call the "economy' model. Economy,in this case, refers 10 economy in labor. I hopesome of lhese baluns are constructed andcompared with the ' expensive' (in labor) mod­els also described in this article.

The article finally closes with a short sum­mary of the significant points brought forth inthis essay. As will be seen (again), the infor­mation available to radio amateurs has beensorely lacking over the past 25 years (at least) I

"32 Granvi/Ie Way, Basking Ridge, NJ 07920

26 • ca • April 1994 Say You Saw n In CO

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,

,

,

(01

(AI

,

•,

v,

v,

,

,

Fig. 2- Two versions of the 1.- 1 balun: (A) TheGuanella balun and the basic building block:

(8) The Ruthroff balun as originally drawn.

a half-wave dipole. Whi le at North Caroli naState Univers ity, he conducted an experimen­tal investigation of pattern distortion without abalun at 1.6 GHz in an RF anechoic chamber(wh ich simulates ' tree space") Briefly, hisresults showed that with a balun (a bazookatype), the rad iation pattern compared veryfavorably with the classic °figure-eight" pat­tern. Without the balun, the rad iation patternwas severely distorted.

Even thou gh the author expressed difficul­ty in obtaining accurate measurements at thisvery high frequency, l have a question regard­ing the validity of performing the experiment

Photo A- The two basic forms of the I.- I balun which first appeared in the professiOnal litera­ture. The rwo-conductor Guanella balun is on me left and the three-conductor Ruthroff balun

is on the right.

ing the outer braid (which is grounded at somepoint) to one of the input terminals creates alarge imbalance and hence a real need for abalun . An interesting solution, which wouldeliminate the matching network, is to use astep-down balun designed to match 50 ohmcable d irectly to the lower balanced-imped­ance of the driven elemenl,s

In summary, if one concurs with the theo ret­ical model of fig. 1, my experiments perfo rmedon 20 meters , and the reports from radio ama­teurs using dipoles and inverted Vees withoutbaluns. then it appears that 1:1beluns are real­ly needed for (a) Vag i beam antennas wheresevere pattern d istortion can take place with­out one and (b) d ipoles and inverted Vees thathave the coa xial cable feed lines out of theground plane that bisects the antennas or thatare unbalanced by their p roximity to man­made or natural structures. In general, theneed for a balun is not so critical with dipolesand inverted Vees (especially on 40, 80, and160 meters) because the diameter of the coax­ia� cable connector at the feed point is muchsmaller than the wavelength.

If my model-which assumes that a part ofthe problem when feed ing balanced antennaswith coaxial cable is related to the size of mespa cing (s), shown in fig. l -is correc t, thenthe possibility exists lor using ununs for match­ing into balanced antennas with impedancesother than 50 ohms and with small values 01s.For example, half-wave dipoles at a height 01about a half-wave, quads and center-fed 3("1­wave dipoles which all have impedancesclose to roo on-os.cccrc vervweu be matchedto50ohmcable by a2: 1unun.· As was srown.they are considerably easier to construct than2:1 beluns.e Furthermore, Genaille6 has re­cently shown considerable success in usingununs in this kind of application.

In closing this section I would like to com­ment on an artic le published by Eggers ,WA9NEW,7concerning the use of a balun with

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Photo B- Two versions of tumne design: on the left, the 1:1 balun that has appeared in theamateur radio literature; on the right, a 1:1 balun that has been readify availabfe in kit form from

Amidon Associates, Inc.

In The Professional Literature

As I noted in a recent CQ artcie.e there areactually only two significant articles in the pro­fessional literature that provide the funda­mental principles upon which the theory anddesign of this class of transformers are based .It can be said that succeeding investigatorsonly really extended the works of the authorsof these two articles.

The first presentation on broadband match­ing transformers using transmission lines wasgiven by Guanella in 1944.8 He coi led trans­mission lines form ing a choke such that onlytransmission-line currents were allowed to flowno matter where a ground was connected tothe load. His single, coiled transmission lineresulted in a 1:1 ba lun, It is shown on the leftin fig . 2(Aj, Prior to th is RF ba luns wereachieved by the use of quarter- and half-wavetransm ission lines , and as a result, had narrowbandwidths. Guanella then demonstratedbroadband baluns with impedance transfor­mations of 1:n2where n is the number of trans­mission lines he connected in a series-paral­lel arrangement.

Several important points should be maderegarding Guanella's 1:1 balun shown in fig.2(A) With suffic ient choking reactance so thatthe output is isolated from the input and onlytransmission-line currents flow, by groundingterminal 5 (actually or virtually like the centerof a dipole), term inal 4 becomes +V1/2 and ter­minal2 becomes -V 1/2, resultinq in a ba lancedoutput. This type of balun has lately beencalled a "current" or "choke" ba lun, A signifi­cant feature of this model is that a potentialgrad ient at -V1/2 exists along the length of thetransmission line This gradient, wh ich existson both conductors. accounts for practicallyall of the loss in these transformers, since theloss-mechanism is voltaqe-oepenoent (a diel­ectr ic-type loss). All transmission-line trans­formers have some sort of voltage gradientalong their transmission lines and are thussubject to the same type of losses. Fur­thermore, the theory and loss-mechanism arethe same whether the transmission lines are

of these devices has not always been positive.In fact. in some cases just the opposite hasbeen true.

a-berencsc

,

(A)

(8),

,v,

Fig, 3--- (A) A pictorial of Turret's 1: 1balun,and(B) a schematic of his balun.

Highlights of SignificantArticles on 1:1 Baluns

A-unbalanced

in the first p lace , From the photograph in thearticle it appears that conventional coaxialcable and connectors were used in the exper­iment. If we assume an effective diameter of0.375 inches for these components, then scal­ing up 10 3.5 MHz (457.14 fold) resul ts in acoaxial cable with a diameter of 14.28 feet! Iam quite sure that the large spacing (s) of 7.14feet wo uld bring about a noticeable imbal­ance, resu lting in appreciable pattern distor­tion even at35 MHz.

Although there have been many articles pub­lished in the professional and amateur litera­ture, I have selected a few that I thought hadthe most impact on 1:1 baluns for amateurradio use , As you will see, even though I con­sider some of the amateur articles significant,their impact upon the use and understanding

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Amidon Associates balun

eo 100

Turrin balun

40 50 603020, 10

Frequency (MHz)

5 ,43

90

90

70

.-60E

s;

"-< 60

"' .... -:.~,.. ,,30

,•

2', 2

Fig 4- The input impedance versus frequency, when terminated with 50 ohms. for the Turrin, rod-type, and Amidon 1:1 baluns

Photo e- A typical roa-tvoe balun

coax or twin-lead Of coaeo around cores orthreaded through ferrite beads. Additionally. itwas shown3 that higher-impedance batons orbaluns subjected to higher VSWRs have moreloss because the voltage gradients are alsolarger,

The second and other significant article onbroadband transmission-hne transformerswas bV RuthroH in 1959.9 His 1:1 balun, whichis shown originally drawn in fig. 2(8), used anextra winding locomplete (as he said) the pathfor the magnetizing current. Even though hisschematic drawing appeared to look like a tri­filar winding. his pictorial in the article clearlyshowed that the th ird winding (5-6) was on aseparate part of the toroid. With an equal num­ber of turns , it forms a vo ltage divider withwinding (3-4) p lacing terminal 4 at +V 1/2 andterminal 2 at -V I/2. Authroff also presented inhis classic paper his forms of the 4:1 balun(which are also different from Guanetla's). a4:1 unun, and va rious hybrids, Photo A showsthe two basic forms of the 1:1 balun which firstappeared in the professional literature. Thetwo-conductor Guanella 1: 1balun is on the leftand the three-conductor Ruthroff balun is onthe right. As was mentioned before. theGuanella balun recently has been called a"current' or "choke" balun,

Before going on to the significant articles inthe amateur radio literature. some mentionshould be made of the dillerences betweenthe two basic terms shown in photo A.euaneue's 1:1balun came to be known as thebasic building block for this whole class ofbroadband transformers. This term wascoined by Ruthroff as he Showed its 1.1 batuncapability when the load was grounded at itscenter (terminal 5) and as a phase-inverterwhen the load was grounded at the top (ter­minaI4). By connecting terminal 2 to terminal3 and connecllng the bcrron of the load toground, Ruthroff then demonstrated his verypopular 4. 1 unun I called this type 01 arrange­ment the "boot-strap" coonecton. Further­more. by grounding terminal 2, there is nopotential drop along the transmeson line andtherefore no need lor magnetic cores orbeads. This arrangement. which turns out to

be an important function for extending thehigh-frequency performance 01 trus class oftransformers, I call the "phase-delay' connec­tion.

Thus, with the flexibility snown by Guan­ella's basic building blOCk, a 1:1 balun is nowrealized which no! only presents a balancedpower source to a balanced antenna system.but can also prevent an imbalance current (aninverted-L antenna current) by its ChOkingreactance when the load is unbalanced or mis­matched or when the teeoune is not perpen­dicular 10 the axis o f the antenna.

Interestingly enough, except at the very lowend of the frequency response of the Ruthroff1:1 balun where autotransformer action cantake pl ace , his balun takes on the character­istics of the Guanella balun. The reactance ofthe third winding becomes great enough tomake it literally transparent. Thi s is not thenatur e of the trifilar-wound (voltage) balun ,which is sensitive to unbalanced and m is­matched loads over its entire passband, sinceit is actually two tightly coupled transmissionlines. This d ist inction was not recognized bymost of those who published in the amateurradio literature,

In The Amateur Radio Literature

R. Turr;n, W2IMU-1964, The first presen­tation in the amateur radio literature on 1,1

batons using ferrite cores was by Turrin in1964. loTurrin, wnowas acoseaaueot Authroffat Bell Labs, tooe his small-signal design(which used No. 37 or 38 wire on loroids withODs of 0.25 inch or less) and adapted it tohigh-power use. This was done by using thick­er wire. larger cores, and (very important forhigh eHiciencyJ) low-permeability ferrite.Ruthroff used lossy manganese-zinc terrueswith permeabili ties of about 3()(X), since effi­ciency was rot a major consideration,

Fig. 3 shows a pictorial and a schematic ofturrm's design. As you can see, the third wire(winding 3---4) is placed between the two cur­rent-carrying wires (windings 1- 2 and 4-5).Photo B shows (on the left) his actual designusing a ferri te core and a popular design (onthe right) using a powdered-iron core that hasbeen read ily available in kit form. Both banosuse ' utntnartums01 a single-coated wire suchas Formex or Formvar on a toroid. Turrin's de­sign uses a ferrite toroid with an OD of 2.4 inch­es and a permeability of 40, The kit balun usesa powder- iron to roid with a 2 inch 00 and apermeability of only 10. Both baluns are spec­ified to handle 10Cl0 watts of power from 1.8MHz to 30 MHz.

Fig 4 shows the response curves for thesetwo baluns when terminated with 50 ohmloads. Also shown is the response curve for apopular 1:1 rod-type balun which uses the

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same "rod type" schematic and wire but on aferrite rod, It has 8 tnhlar turns tight ly woundon a rod of 0.5 inch diameter, 2,5 inches long,and with a permeability of 125. The rod-typebalun is shown in photo C.

Several important features should bebrought out regarding the results Shown in fig4. They are:

t . All baluns had insufficient choking reac­tance and hence poor low-Irequency respons­es. The powdered-iron version was especial­ly poor. They all showed a drop in the inputimpedance and an inductive component at 2MHz. This meant flux in the cores and an unde­sirable cooouco especially for ferrite, which isa rco-nneer material. Ferrite cores could notonly suffer damage, but they also could gen­erate spuriOus frequencies under these con­ditions. In fact. the same condition could occurat4 MHz with a VSWRof 2: 1! Therefore. I don'trecommend any of these batons for use on 160or 80 meters.

2. The major problem at the low-frequencyend is the role of the third winding (3-4) in fig.3(B). It has been claime<:P 1 that the third wind­ing improves the low-frequency response(over the two-conductor Guanella 1.1 balun)because it enables ectouanstorrrer acton atthe low- end, But recent measurements by theauthor 00 two-eonductor Guanetla batuns andthree-conductor Ruthroff (or Turrin) balunswith loads grounded at their centers showinsignificant differences. This type 01 loadapproximates the actual condition when feed­ing a balanced antenna system. The negativefeature of the third winding (3-4) is that at thelow-frequency end there can be insufficientreactance to prevent harmful flux in the corebecause of a direct shun ting path to ground.With the two-conductor 1:1 balun the only f1ux­causing current is that of the imbalance cur­rent (the inverted-L mode). which is usually farsmaller.

3. Another important feature of the curvesshown in fig. 4 is the euect of the charac teris­tic impedances of the coi led transmissionlines. For example, a bifilar wind ing (wires l ighttogether) on a toroid with spacing betweenadjacent bifilar turns exhibi ts a characteristicimpedance of about 45 ohms, When wound ona rod with no space between adjacent bifilarturns, the characteristic impedance drops toabout 25 ohms. With the third winding (3---4)between the other two as shown in fig, 3(B).the characteristic impedance is raised to about70 ohms in the toroidal case and to about 47ohms in the rod case. If the toroidal balunswere terminated in 70 ohms and the rod balunterminated in 47 ohms, the high-frequency re­sponses would be practically uet to at least 30MHz. The difference in high-frequency re­sponse between the two toroidal baluns (with50 ohm loads) is due to the outerences in thelengths of their transmission lines. The trans­mission line on the powdered-iron core isappreciably less. since the 00 as well as thecross-sectional area is smaller.

4. The trifilar-wound form 01 the 1.1 balunalso has an additional undesirable property,Its high-frequency response IS sensitive tounbalanced anomematcnec loads. This is be­cause the third wire now forms two transmis­sion lines which are now tightly coupled It isunlike the Ruthroff versco shown 00 lhe rightin proto A. In hiS second Miele Turrin pointedout this important distinctIOn. 11

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cant arucie on 1:1 baluns was published byReisert in 1978.12 He proposed winding someof the smaller (but still high-powered) coaxialcables around a 2.4 inch 00 ferrite toroid witha permeability 01 125. The windings also in­cluded a cross-over wncn is srown in fi9· 5and photo D. In addition, he recommendedvarious numbers of turns depending upon thelow-frequency requirement. For example, 12turns to cover 3.5 MHz, 10 turns for 7 MHz. 6for 14 MHz, and 4 turns for 21 and 28 MHz.Since the characteristic impedance at the co­axial cable is the same as the coax feed line,the balun only introduces a foot or two of extralength to the feed line This is true in the HFand VHF bands. The coaxial cables recom­mended in the article were RG-1411U. RG­1421U, and RG-303IU.

From the articles that loIlowed In the ama­teur radio literature it became apparent thatfew recognized all of the important features ofhis balun, which were:

1, An elficient, low-loss ternte was used.2. The baluns had sufficient choking reac­

tances for the various low-frequency requ ire­ments.

3. The character istic impedance of thecoiled transmission line was the same as thatof the feed line, thus eliminating the extra trans­former action of a length of transmission linewith a dilferent characteristic impedance.

4 . The balun is a form 01 auaneua's two-con­ductor 1: t balun which is not prone to core fluxand hence saturation and the generation ofspurious frequencies. It is also no! suscepti ­ble to mismatched and unbalanced loadssuch as the Turrin and ' voltage" baruns.

After constructing several 01 his baluns andcomparing them with other euarena designs,t found that the cross-over winding had virtu ­ally no effect up to 100 MHz (the limit of myequipment), My second comment is with re­gard to his VSWR comparison with a rod-type

balun when feeding a !riband Vagi beam on20 meters. His balun had a lower V$'NR (prac­tically 1:1) at the best match point. The roo­type balun had a best VSWRof about 1.3:1 butat a slightly higher frequency. He attributed thehigher (and somewhat flatter) VSWR curve ofthe rod-type balun to its greater ohmic loss,Since the rod-type baluns I have investigatedused the same low-loss ferrite that Reisert did,I suspect that the d ifferences in the VSWRcurves were ma inly due to the mismatch lossintroduced by the rod-type balun.

G, Badger, W6Te-1980. Badger pub­lished an in-depth, two-part series in 1980 onair-core barons and ununs in Ham Radiomag­azine.13.I. I am sure it was instrumental in ad­vancing the technology of this class of wide­band transformers A recent article by Bill Orr ,WGSAI , also shows that there are many otherrace amateurs who see the advantages atair­core traosroerers.te

What are the claims lor air-eore baluns overtheir ferrite-core counterparts? The first andforemost claim is that they don't suffer the con­sequences of saturation, which leads to spu­r ious frequencies, heating, and ult imate dam­age, Second, they are not subject to arcingfrom the windings to the core,

And what are the claims for the ferrite -corebaiuns over their air-core counterparts?Simply put. they have wider bandwidths andare more compact.

What especially came to my attention afterreading Badger's two-part ser ies was his ex­perimental data on harmonIC d istortion due tosaturation in a ferrite-core 1:1 balun. Althoughmany have expressed concerns regardingsaturation in ferrite-core oaiuos.Badger'S datacould very well be the only results available .He used the two-tone test meirco. which com­bined two RF sources 01 2.001 and 2.003 MHz,amplified it t02 KWPEP, and then led it througha commercial 1: 1 rod-type ferrite balun. The

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data showed considerable distortion in the 3rdorder and the 9th order distortion products, Inother words, appreciable non-lineari ty tookplace at this high-power level.

Several questions come to mind regardingthese measurements, Wha t was the low-fre­quency response of the commercial 1:1 rod­type balun he used? From my measurementson a rod-type balun (fig. 4), I found a drop inthe input impedance and an inductive com­ponent at 2 MHz. This indicates flux in the coreand a problem when using this balun at 2 MHz.Since many rod-type 1: 1 baluns have beenused over the years, it would have been in­structive if he had also made uese measure­ments at 4 and 7 MHz. They would have giventhe readers a safe lower-frequency limit forthese baruos.

Also, why didn't Badger make SImilar mea­surements on Reisert 's 1:1 balun. which heincluded in his articles? As noted earlier, Icon­sider Reisert's 1:1 ba lun a very goocl design!I am sure that no d istortiOn products wouldhavebeen found at 2 MHz with It. rreeoc resuttis that Badger chose a very poor ferr ite-coredesign for making his co-opansons Thishelped contr ibute to an undeserved reputationfor the ferr ite-core balun.

Badger also suggested placing an insulat­ed wire in parallel with the coax winding onReisert's 1:1 balun. He called this a compen­sating winding . which provided a superior bal­anced output The schematic is shown in lig6, Later experiments by the author and othershave shown that a well-designed, two-conduc­tor (Guanella) 1:1 balun has a completely sat­isfactory balanced output for antenna appli­cations. Furthermore, it does not suffer from anunbalanced and/or mismatched load and coresaturation. Incidentally, Badger's schematic offig , 5 now adds up to fourd iflerent versions ofthe 1: 1 balun. They are the two-conductor ver ­sion of e uaneua's and the three, three-con­ductor versions of Ruthrofl, runln. and (now)Badge r.

Badger and Orr also mentioned the Collinsbalun in their articles , It is made up of a dummylength of coax which is wound as a continua­tion of the original coiled coax Wind ing In­terestingly, it is connected as a Huthroft 1: 1balun (fig, 2[8]), which also uses a third wind­ing Since there is appreciable coupling be­tween the two coiled windings, the Collinsbalun should also be susceptible to mis­matched and/or unbalanced loads. Badgerclaimed il was by far the best 1:1 balun he hadever used. Again, it would have been very infor­mative if he had compared it with the Reisertbalun (without the compensating third wire).

M, W. Maxwell, W2DU-1983. One of themore significant articles on 1:1 barons waspublished by Maxwell in 1983.16Heintroducedwhat hecalled the "choke" balun Itwas formedby placing high-permeability ferrite beads overabout one toot of small (but high-powered)coaxial cables similar to the ones used in theReisert balun. Pnoto E shows the W2DU"cboee" balun removed Irom ItS hOusing,

Maxwell compared his balun With (what hetermed) a "transformer-type" balun by mea­suring the input impedances versus frequen­cy when the outputs were terminated in 50ohms, Since the "transformer-type" balundidn't yield a true 1: 1 impedance transfer ratio,he claimed it was because of jesses. leakagereactance, and less than octmum coupling.Since he gave no oescrtotco 01 the "trans-

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Unbalanced

Balanced

Fig, 6- Schematic of Badger's 1: 1 balun witha compensating winding (1-2), Winding (3-4)is the outer-braid of the coax and wind-

ing (5-6) is the inner conductor,

ance. It wou ld have been informative ifLewallen had pointed this out and also notedthat Ruthroff's 1:1 balun, although looking likea "voltage" balun, is really a "current" balun.

5. Lewallen and the others who have pub­lished in the amateur radio literature failed torefe rence the first presentation on what is nowknown as "current" or "choke" baluns. It wasby Guanella in 1944.8 Even though Guanellaused co iled transmission lines without a mag­netic core, his theory on how these deviceswork is still applicable today.

J . S. Belrose, VE2CV-1991. The last arti­cle on 1:1bahms that I thOught was worth men­tioning was by Belrose in 1991.19 In it he de­scribed the W2DU balun by Maxwell and howhis technique of thread ing coax ial cablethrough ferrite beads could easily be appliedto 4: 1 and 9: 1 batons.

What immediately caught my attention inth is artic le were the editor's comments. whichhad highly complimentary remarks regardingthe beaded-coax balun. In essence it said. "Inthis breakthrough article, W2DU's peerless 1:1cu rrent-balun design serves as the basis forexcellent ferrite -bead-choke current balunscapable of 4' 1 and 9' 1 impedance transforma­tion."

If one reads the article careluity. however, itbecomes apparent that Beirose did not saythis His words were, "The current balun of thetype developed by Walt Maxwel l, W2DU-,balun consist ing of ferrite beads slipped overa length of coaxial cable-is the best so fardevised" He did not say that W2DU's balunwas "peerless' In tact. in the article he saidJust the opposite. He pointed out that the maindisadvantage of the W2DU balun is that thebeads are lossy at HF and that heating be­comes a concern when the transmitt ing powerexceeds 125 watts! For high power (1 KW CW)Belrose recorrmendeo Roehm's designs,20which use lower permeability (850) beadsnearest the balun's balanced output (wheremost of the heating takes place),

I do, however, question two of the advan­tages he claims for the W2DU balun. They are:

1. Its excellent power-loss and impedance­versus-frequency character istics are muchsuperior to those of a bifilar current balunwound on a ferrite toroid

2. It has excellent power-handling ca pabil­ity, and can function quite satisfactorily whenworking into highly react ive loads, This is sobecause the magnetic flux prod uced by cu r­rents flowi ng on this balun's wires cannot sat­urate its ferrite beads.

The first advantage listed above by Belrosewas obtained by comparing the input imped­ance and power loss versus frequency of theW2DU balun with a commercial balun whenthey were terminated in 50 ohms, The com­mercial balun is a bifilar-wound toroidal typeused in a d iflerential-T tuner. What Belrosefai led to realize was that the commercial balunhad heavily insulated wires resu lting in a char­acteristic impedance greater than 100 ohmsThus. he was actually comparing a 50 ohmtransmission line with a longer line that had acharacter istic impedance in access of 100ohms! As expected, his input impedance ver­sus frequency cu rve for the commercial balunwas even more severe than that of the Turrinbalun shown in fi9. 4.

The second advantage listed above isbased upon the premise that the magnetic fluxproduced by currents on the W20U balun's

rents were obtained by current-probe toroidsMeasurements we re made at the antenna feedpoint and at a half-wave (physically) from it.

The "current" balun consisted of 15 turns ofve ry sma ll RG-178U coax on a FT82-61 core(a ferrite toroid with an OD of 0,825 inches anda permeability of 125). The "voltage" balun had10 turns of RG-1 78U coax with a No, 26 wirein parallel (closely co upled) on the same tor­oid , The schematic is shown in fig, 5,

Lewallen concluded (and I agree) that hisexperiments clearly showed that the "current"balun gave superior performance at everymeasured point in each experiment, However ,the "vol tage" balun still improved the balanceover the no-balun ca se He also concludedthat other experi ments should be performed inorder to tetter compare the two forms of thebalun, One is the difference when the feed lineis placed nonsymmetr ical with respect to theantenna (to induce an imbalance current intothe feed line). Others include the optimumpoint in the feed line to place the balun andthe various kinds of core and beaded baluns.

Although Lewallen's artic le pretty muchspeaks to Badger's proposal of adding a thirdwire to Reisert's balun for better balance (avoidit) , there are some comments and questions Ihave regarding his experiments and find ingsThey are:

1. Why didn't he use Reisert's balun as the"current" balun and Badger's suggested third­wire design as the "vol tage" balun? The sewould have been more realistic designs forcomparisons, Instead, he used ve ry smallstructures. which will find very little use, andas such have higher frequency capabil ities.Also, since the "vol tage" balun only had 10turns (and hence a shorter transmission lineand a poorer low-frequency response), it wasfavored in the comparisons on 10 meters. Hadhe used transmission lines of equal lengths,the differences between the two barons wou ldhave been even more dramatic,

2. lt would also have been very useful if Lew­allen had made comparisons between a "cur­rent" balun that could handle the full legal limitof amateur radio power (again, like the Reisertbalun) and "voltage" baluns such as the rod­type balun and the toroidal Turrin balun whichhave been read ily available for nea rly threedecades,

3. Additionally, comparisons should not belimited to only 10 meters. Since "voltage" 1 1baluns are config urat ions of coupled trans­mission lines with va rious character istic im­pedances, their performances with mis­ma tched and unbalanced load s are moresensitive to the higher frequencies than thei r"current" balun counterparts. The refore , mak­ing similar measurements on 20 meters wouldalso provide more useful info rmation.

4. Even though Ruthroff's c lassic 1959 pa­cere has been the industry standard over theyears, his 1:1 balun design has been practi­ca lly nonexistent in the amateur literat ure. Tur­nn mentioned its advantage over his first de­sign in his second article.11However, Tumn'sfirst design has prevailed in our amateur liter­ature , Since Ruthroff's design has the thirdco nductor on a separate part of the toroid. ithas the balanced output mentioned by Bad­ger13 but still retains the ftexibilitv of the Guan­ella8 balun, In other words, as the frequencyis increased, the choking action of the thirdwire makes it practically transparent. Thisenables it to han dle any form of load imped-

Balanced•

t a

, .•Unbalanced VI

Fig 5-- A pictorial of the cross-over used inReisert 's 1'1 balun.

er-handling capability of his balun is 3 5 KWat 50 MHz and 9 KW at 10 MHz-the same asthe coaxial cable itself. I seriously questionthese power rat ings Ironically, it is very likelythat Maxwell's balun had more rea l loss thanthe so-called "transformer-type" balun!

R, W. Lewallen, W7EL-1985. There isvery little doubt that Lewallen 's interesting ant­cre t? in 1985 contributed signif icantly to thebetter understanding and design of 1: 1 and4: 1 baluns. In it he coined the (now very pop­ular) terms "voltage" and "cu rrent" baluns. The"voltage" balun, which is a three-conductorbalun, has output ports which have voltagesthat are balanced toground .1t is broug ht about(see fig. 5) by the voltage-divider action ofwindings (5-6) and (1-2). Since we have twotightly-coupled transmission lines in the pass­band with the same potential grad ients, ter­minal6 is at +V1/2 and term ina l 4 is at - V1f2,where VI is the input voltage. The "current"balun, on the other hand, is a two-conductorbalun which causes equal and opposite cur­rents on the output ports for any form of loadimpedance,

Lewal len conducted a series of experi­ments on 10 meters to compare the perfor­mances of "voltage" and "current" balunsunder balanced and unbalanced conditions.In the unbalanced (nonsymmetncal) conditionthe dipole was lengthened by five inches onone side and shortened by five inches on theother side. He then obtained a figure of meritfor both batons (as well as for the case with­out a balun) defined as the ratio of the aver­age magnitudeof the currents at the feed pointover the mag nitude of the imbalance (theinverted L) current. The magnitudes of the cur-

40 • CO • April 1994 Say You Saw It In CO

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wires cannot saturate the ferrite beads whi lethe wind ings of a bifitar-wound toroidal currentbalun can saturate the core. This is wrongbecause the magnetic flux of a two-conduc­tor type balun such as the beaded-coax orthebifilar-wound toroidal balun is generated bythe imbalance (inverted L) current and henceis much less than the transmission-line cur­rents. Th is is especially true with suffic ientchoking reactances. This impression cou ldvery well come from the perception that thetoroidal-type balun still transmits the energy tothe output circuit by flux linkages.

For high-power beaded-coax barons. Bel­rose referred to the designs by ncetm.eo whoincreased the power capability of this type ofbalun by using lower permeability beads nearthe ba lanced output. He also increased thelength considerably. For operation from 80meters to 10 meters, he used 28 inches ofbeaded coax, For 160 meters to 10 meters, heused 36 inc hes of beaded coax, WithBelrose's suggestion of connecting beadedcoaxes in pa rallel on the low-impedance sideand in series on the high-impedance side toobtain a broadband 4: 1 transformation ratio, itwould req uire transmission lines with charac­ter istic impedances of tooorms .This means,for a high-power 4: 1 balun using beadedtransmission lines, about 56 inches of bead­ed line would be required for the 80 to 10 meteroperation and 72 inches forthe 160to 10 metercoverage. For a 9:1 balun these lengths wouldeven have to be increased by 50 percent!

The question that remains is what wouldBeirose have said or done if he had comparedthe W20U balun of Maxwell's with the W1JRbalun of Reisert's. He certainly couldn't claimthe advantages listed in his artic le for theW20U ba lun. Would he still have said that thetype of balun developed by Maxwell is the bestso far devised? I doubt it.

J . Sevick, W2FMI-1994. In keeping withthe preceding format, I thought it best to pre­sent my latest 1:1 balun designs at this point.

(Ki ts and finished units are available fromAmidon Associates, lnc. , 2216EastG IadwockStreet, Doming uez Hills, CA 90220.) Exceptfor one ba lun that appeared in the June 1993issue of CO, the others are presented here forthe first time. Since I have favored Reisert'sdesign throughout this article, the first baiunsdescribed here are my vers ions of his tech­nique of coiling sma ll (but high power) coaxi­al cable around a low-permeabilty ferritetoro id. For my wire versions I could have usedall sorts of ad jectives to describe them, suchas GuaneJla, two-conductor, choke, and cur­rent. But in the process of writing this section,I thought Belrose's adjectives were the mostdirect. Using his words, I call my wire vers ionsof the 1:1 ba lun simply bifilar toroidal baluns.

Photo F shows two versions of Reisert's bal­un. The one on the left uses the cross-overshown in fig. 5. Since no difference in pe rfor­mance at HF was noticed without the cross­over, a continuous-wound one is also shownon the right. The main advantage in the HFband with the cross-over winding is purelymechanical. Having the input and output con­nections on opposite sides of the toroid is notonly more convenient. but it also offe rs a muchstronger method of mounting,

For operation from 1.8 MHz to 30 MHz, 10turns of sma ll coax such as RG-303/U. RG­142B/U, or RG-400/U are wound on a 2.4 inch00 ferrite toroid with a permeability of 250. Ifthe use is limited from 3.5 MHz to 30 MHz, thena permeability of 125 is recommended, sinceit would yield a slightly higher efficiency at thehigh end, none wants the highest possible effi­ciency and limits the operation from 14 MHzto 30 MHz, then a permeability of 40 is rec­ommended, With loads g rounded at their cen­ters, these cond itions we re found to g iveample margins (handle a VSRW of 3:1 withoutany appreciable flux) at their low-frequencyends.

For ease of wind ing. I found the TY-RAPCABLE TIES very useful. Two were used at

Say You Saw It In CO

/

Photo 1- Two lOw-power versions of the bltllar toroidal (Guanel/alcur­rent) 1." 1 balun capable of handling the output of practically any HF

transceiver The balun on the left has the cross-over

Photo J- Two medium-power versions of the bltllar toroidal(GuanellaJcurrent) 1:1 balun capable 01 handling the full legal limit 01amateur radiO power when the VSWR is less than 2: 1. The balun on

the left has the cross-over.

each end , Also removing the covering on theouter braid help s Since about 24 Inches ofcable is wound on the toroid, starting with atleast 32 inches is recommended Of the threecables noted above, I found RG-303/U cablethe easiest to wind and connect. A lthough itonly has a smqle-Ituckness braid (the othershave double-th ickness braids), its POW8f rat­ing is still the same--9 KW at 10 MHz and 3,5KW al50 MHz

The next high-power desrqn IS srowo Inphoto G mounted in a 4°L x 3'W x 22soH BudCU 234 aluminum box It has 10 bifilar turns 01No, 12 H rreenareze wire on a 2 4 ,nch 00ferrite toroid As with the Reisen versionsbefore, a permeability of 250 is recommend­ed for 1.8 to 30 MHz, 125 for 3,5 to 30 MHz,and 40 for 14t03O MHz, One wire is also cov­ered with two layers of Scotch No , 92 poly­imide tape in order to raise the characteristicimpedance to 50 ohms With this added Insu­lation, the voltage breakdown of this tw in-leadtransmission line compares very favorably withRG-8IU cable (4Q(X) volts), In order to o-eservethe spacing, the wires are also clampedtogether about every '/2 Inch with smos ofScotch No 27 glass tape 3116 inches Wide anda urne over 1 ,nch klng

Two "economy" verso-is or the high-powerblftlar to o oa:balun are shown In c-ote H Theone on the left shows the Windings crowded0f1 one-half 01 the toroid The one on the righthas the same POSItionS of the rnput and outputconnections by uSing the cross-over Theirperformances are identical. Both oaicns have10 bi fila r turns of No, 14 H t bermaieze wire ona 2,4 inch 00 ferrite toroid . The choices of per­meability, which trade-oft bandwidth fo r effi­ciency, are the same as those used in the twoprevious high-power desig ns. As was men­tioned at the beg inning , the word "economy"refers to economy In labor.

Ttus balun whICh also handles the fult legalI mit of amateur radio power, has a small trade­off In high-frequency response Since no extraInsulation IS used, the creracteostc Imped­ance at two tIQhtly-clamped No 14 H rreena­eze wires IS 45 Ohms With one layer of ScotchNo, 92 tape It Increases to 50 Ohms But lormost of the HF band, the difference m oertor-

44 • CO • April 1994

mance between baluns using transmissionlines of 45 and 50 ohms shou ld be neg ligible.Eve n without the extra Insulation the Voltagebreakdown should compare very favo rablywith the smaller, high-power coaxes used inthe Reisert versions ( 1900 volts).

Photo I shows two low-power versions of ab itilar toroidal balun capable of handling theoutput 01 practically any HF transceiver, Onehas a cross-over winding and the other a con­tinuous winding They both have 10 Milar turnsof No. 16 H r be-re'eze wire on a 125,nchOoternre toroo Wlth a permeability of 250 Sinceeffic iency IS not a major problem In low-poweruse I found no reason to suqqesuheotner twoversions. wtuch use lower oermeaonmes. It isinteresting to note that two tightly clamped No.16 H tfermareze Wires have a charac teristicImpedance close to 50 ohms Therefore, thissmall ba lun (p articularly With its short leads)has a very good high-frequency response,

Photo J shows two medium-power versionsof a b ifl lar toroidal balun capab le of handlingthe full legal limit 01 amateur radio power undercontrolled corouoos-wneo the VSWR is lessthan 21. Being smaller than its larger (2,4 inch00) counterpart. ItS heat-Sinking capability,and hence power rating, IS less As before. onebalun uses a cross-over wtlile the other doesnot. Each has 8 Milar turns 01No 14 H Ther­maiezeweecoa t.smcnooremtetoeoo Theferrite penreatxunee and expected band­widths are the same as With the other high­power bakms Since the average magneticpath length In the core is about two-thirds tha tof the 2 4 Inch core, only 8 b ifi lar turns arerequired in order to produce a similar low-fre­quency capability. Even though the charac ter­istic impedances of their bifirar Wind ings are45 ohms, their responses on 10 meters shouldbe somewhat better than the "economy" mod­els, since the lengths cttheir iranemssron hnesare shorter (18 compared to 24 Inches).

And now a lew words on what sort of effi ­ciency one can expect In tradlng-off tow-fre­quency response by usmq ower permeabilityterreeco-es From earlier srucesut was loundthat the etlICI80CY (With suthcent choking soonly neremeeoo line currents flOw) is relatedto the permeabIlity, the voltage drop along the

length of the transmission line. and the fre­quency , The higher the permeability and/orvoltage. the greater the loss Additionally, thehigher the permeabi lity. the grealer is the losswith frequency. It was also found that a per­meability 01 less than 300 was necessary inorder to obtain the very high etuciencies ofwhICh these devices are capable.

From the results 01 the sno.es. here aresome emceoces that mighl be expected fromterues under matched ccoouoos.

1. With 250 material, an elf,c,ency near 99percent at 1 8 MHz and 97 percent at 30 MHz.

2. With 125 material, an et nceocv near 99percent at35 MHz and 98 percent at 30 MHz.

3. With 40 material, an erncercvof 99 per­cent at 14 MHz and at 30 MHz ,

When a balun is exposed to a high imped­ance resulting in a VSWR 01 2:1, the voltage,and hence loss, increases by about 40 per­cent With a VSWRof4, 1the loss doubles ,Witha VSWR 01 10:1 the loss is more than three­fo ld , Since limited data was obtained in thisstcov.emese Increases in losses With increas­es In VSWR could very well be greater

Summary

In prepannq this arucie I was QUite surprisedto stili see the temte- and powdered-iron-core1 1 balun cesons that have been available inthe literature and elsewhere smce 1964 Theyno! only had poor low- and high-frequencyresponses, but they were also susceptib le toflux In the cores at the ir low-frequency endsFurther more, since they onl y used single-coat­ed Wires, they were also prone to vo ltagebreakdown No doubt. these designs were re­sponsible for the poor reputation that the balunhas had for many years

II wasn't until 1978, when Reisert publishedhis article. that a balun became available Withan 01 the attributes of a good oesqn. namely'

a) Is euceor because It uses a cw-oenre­aMity core.

b) Has sutncent choking reactance to meetItS low-frequency requirement

c) Is not prone to flux in the core (and hence,saturation) smce it has no third winding.

Say You Saw It In CO

References

t=~t-;B:a l,ancec~~=:'~~_:Ioad

Correction To February ArticleIn the February issue of CQ on page 28,

"A Subsequent Look At4:1 Baluns." also byW2FMI, fig , 2 was incorrect ,The pictorial rep ­resentaton of the 4:1 Authroff (voltage) balunis as shown here.

Matching Transformer," Co. August 1992,pages 13-18 ,

5 Jerry Sevick, W2FMI. "A Balun Essay,"Co. June 1993, pages 50-59.

6. Richard A Genaiue . W4UW. "How toBuild a Multi-Tap Unun," CO. May 1992, pages28- 32.

7. Bruce Eggers, WA9NEW, "An Analysis ofthe Balun," OS T, Ap ril 19S0, pages 19-21,

8. G, Guanelra. "Novel Matching Systemslor High Frequenc ies," Brown-Boven Review.Volume 31 , September 1944, pages 327-329

9. C. L Ruthroff, "Some Broad-Band Trans­formers," Proceedings of/he IRE, Volume 47,August 1959. pages 1337-1342.

10. Richard H. Turrin, W2IMU, "Broad-BandBalun Transformers," QST. August 1964,pages 33-35.

11. Richard H Turrin, W21MU, "Applicationof Broad-Band Balun Transtorrners." OST,April 1969, pages 42 , 43

12,Joe Reisert, W1JR, "Simple and EfficientBroad band Balun: Ham Radio, September1978, pages 12- 15,

13 George Badger. W6lC, "A New Classof Coaxial-Li ne Transformers. Part 1," HamRadio, February 1980, pages 12- 18

14. George Badger. W6lC, "A New Cla ssof Coaxial-line Transformers, Pan 2," HamRadio. March 1980, pages 18-29, 70.

15. Bill Orr , W6SAI. "Radio Fundamentals:The Coax Balun." CO,November 1993. pages60-£5.

16 , Walt Maxwell, W2DU , "Some Aspects ofthe Balun Problem," QST, March 1983, pages38---40.

17. Roy Lewallen, W7EL, "Bahms: WhatThey Do and How They Do It," The ARRL An­tenna Compendium.Volume 1,Amateur RadioRelay League, Newington, Connecticut, 1985,pages 12- 15

18 Jerry Sevick. W2FMI. "Baiuns for An­tenna Tuners," CQ. November 1993, pages50-59.

19. John Belrose . VE2CU, "Transformingthe Balun," QST, June 1991 , pages 30-33.

20. Albert Roehm, W20BJ , "Some Addition­al Aspects of the Balun Problem," The ARRLAntenna Compendium, Volume 2, AmateurRadioRelay League , Newington,Connecticut.pages 172-174, •

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1, Jerry Sevick, W2FM I, "More on the 4: 1 Bal­un," Co. February 1994, pages 28-36

2. Jerry Sevick, W2FMI, "Baluns Revisited ."commomceuore Quarterly. Summer 1992.pages 13-18

3. Jerry Sevick , W2FMI, Transmission LineTransformers,2nd ed ition, Amateur Rad io Re­lay league, Newington, Connecticut, 1990.

4. Jerry Sevick, W2FM I, "The 2:1 Unun

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urate, while the bifilar (current) toroidal balunca n, This is entire ly wrong, since they are basi­ca lly the same kind of structure-neither hasa th ird conductor which could allow a flux­causing current at the very low-frequency endBut of all of the attributes fisted above for theReisert balun, the first one has the "choke"balun at ad isadvantage in the HF band, Sinceits traosrrusson line is not coifed about a toro id,it does not have the mu ltipfication teeter of N2(due to mutual coupling). where N is the num­ber of turns , wh ile the to roidal balun doesTherefore, higher-permeability beads are re­quired in order to obtain suff icient chokingreactance. This results in lower effic iency

And finally, I am quite sure that some read­ers of this article wi ll d isagree with my viewsand/or think they have better designs thanthose of the Reisert barons and the ones ' pre­sented here, If so, I encourage them to re­spond In print. In this way we will all benefitfrom the new information

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d) Has a 50 ohm characteristic Impedanceand thus maintains a 1:1 transformation rat iowith a 50 ohm load ,

e) Has a good voltage breakdown capabil­ity (1900 volts).

f) Can handle a mismatched and/or unbal­anced load ,

Succeed ing Investigators, however. failedto see the advantages of his design and pro­posed their own. Surprisingly, they belongedto two distinct groups One favored "air-core"baluns and the other "choke" (beaded-coax)baluns

The main argument given by the "air-core"fo llowers was that their balun would neverexperience the problems with saturat ion wh ilethe "ferr ite-core" balun wou ld. The Reisert bal­un, however, is a current/choke type balunwhich could on ly have flux in the core by theimbalance (inverted L) current, which is muchsmaller than the transmiss ion-l ine currents. Infact, with any degree 01 ch oking reactance bythe coiled transm iss ion line, the imbalanc ecurrent is essentia lly neglig ib le , The refore,saturation is not a concern with a balun suchas Reisert's. But in all fa irness, It shou ld bepointed out that with the 4: 1current/choke andvoltage bafuns it is a different story. All threeor these types 01 baluns have a "magnetizinginductance" in their low -frequency modelsand hence a possib ility of saturation with apoor design.

The advocates of the "choke" 1:1 balunc laim that the ir beaded- coax balun can't sat-

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46 • co • April 1994 Say You Saw It In CO