Index

 

why a tuner

select antenna

coax / openline

design steps

Thoughts around antenna tuners

(published in CQ-QSO)

 

 

 

Introduction

 

Regularly fellow hams would like to know what antenna tuner to use in general or what type of tuner to use with what antenna. Background to such questions is the idea some hams have about antenna tuners. These are supposed to solve any matching problem and to render the antenna plus feed line into a highly efficient system regardless of impedances, losses etc. Many radio-hams do not even like to think about any parameter around the antenna system and therefore regard the tuner as a magical 'black box' to keep all antenna questions outside the shack.

Usually I first try to find out what type of antenna one is going to apply for what type of communication over what distances. These questions are regarded to be somewhat tiresome since usually one has not decided on the antenna yet and furthermore it is obvious that this antenna is to be used for all types traffic, 'as everybody knows'. Also the fact that the antenna is not directly connected to the antenna tuner in the shack, but through a feed line with certain characteristics will easily be disregarded.

Problem also is that a very well designed antenna system and associated feeder line will look not much different at the tuner site from a badly mismatched system with high feeder losses; both systems may show moderate SWR figures that the tuner will easily match to the transceiver. In the last situation one may even think to be lucky to live in a quite EMC environment and blame a bad signal report to 'conditions'.

The general set-up of a transceiver to antenna system will usually look somewhat like figure 1, which the rest of this short paper will refer to.  

 

 

 

 

 

Figure 1. General amateur station lay-out

 

 

 

 

Why an antenna tuner

 

Let's start-off by looking at the tuner function. At the tuner site of the antenna system an impedance R + jX may be measured that is different from the terminating requirements by the transceiver, usually some real value, f.i. 50 Ohm. The antenna tuner therefore has to compensate for the reactive part and transform the impedance 'R' into this real value as required by the transceiver. 

 

A quick look inside the transceiver will exhibit a comparable transformation.

Some years ago, most amateur transceivers were equipped with tubes in the transmitter output stage and this usually is still the situation in high-power RF amplifiers. Such radio tubes like to see operating conditions with several hundreds tot thousands of volts on the plate at currents of tens to hundreds of milliamps. For an efficient system, this 'translates' into plate loading condition of a (usual) real value of several hundred Ohm.

At the beginning of the antenna feed line, the impedance may have a different impedance , usually between a few tens to several hundred Ohm (and higher) and a reactive part. Therefore a tube output stage usually will look something like figure 2. This so called pi-filter stage is capable to compensate for the reactive past at the antenna terminal while translating the higher or lower impedance at the antenna terminals to the specific requirements of the output tube. Notice this pi-filter also to have a low-pass action which helps to attenuate higher harmonics of the transceiver. 

Notice further that most of the 'tuning' action of the antenna system to the output tube (and vice versa) is performed as part of the 'normal' tuning procedure of the transmitter; an external antenna tuner therefore is often not required.

   

 

 

 

 

Figure 2: Stylized tube transmitter output stage

 

 

At less than optimal loading of the transmitter tube, total output power usually is less than maximum and so the output power indicator is a good measure for optimal settings of the pi-stage. In general a tube transmitter is somewhat permissive towards less than optimal settings, provided total dissipated power inside the tube does not become excessive.

An additional SWR meter in the output stage may tell something about the (mis-)match of the impedance that is connected to the antenna terminals, which is an indicator for losses in the feed-line and antenna. It will not provide an indication for optimal matching conditions to the transmitter tube.

 

At the receiver side one will notice less than optimal matching to the antenna input as a lower indication at the signal strength meter. Mind that as long as signal strength is more than about 1 - S-point above the noise floor of the receiver, readability will not suffer. Although total signal strength will be diminished, the signal-to-noise ratio will not have changed, so a less-than-optimal matching condition will usually go unnoticed.

 

Contrary to a tube-transmitter, a transistor output stage is operating with a collector or drain voltage of tens to hundreds of volts, in combination with a collector / drain current of many to tens of amperes. For optimal loading conditions, this transistor stage therefore should be loaded with a few Ohms, now to be matched to tens or hundreds of Ohms of the antenna (-tuner). Large transformer ratios usually imply losses, therefore these large ratio's usually are broken up into a two step action. Step one transforms the very low transistor loading condition into a standard, real value, usually 50 Ohm, with the user to perform step two with an external tuner to compensate for any reactive part and also to translate the unknown antenna resistance into this 50 Ohm. As it is less difficult to match the low transistor loading condition over a wide frequency band, the transistor output stage usually does not contain any tuning devices and will look something like figure 3.    

 

 

 

 

Figure 3. Stylized transistor output stage

 

 

 

At a different from optimal loading condition at the antenna terminals, the output transistor will be loaded out of the original design space, often leading to an operating condition outside the 'safe operating area' by the transistor manufacturer. This 'overload' condition usually is more easily reached at these transistor stages compared to tube amplifiers. Therefore transistor output amplifiers often are equipped with safeguarding feed back mechanisms that shut-down input drive in case of high(er) SWR loading. Nevertheless, care should always be taken when tuning HF amplifiers and a low drive power should be applied only until optimal matching is reached; this is going for transistor and tube amplifiers alike.

 

To a transistor receiver the same remarks apply as we have seen at tube receivers. As long as total signal at the antenna terminals is around one S-point above the noise, bad matching conditions will not degrade readability. It should further be noted, that many modern ham receivers exhibit a much different input impedance from 50 Ohm, which also depends on the particular tuning condition. This should be kept in mind when calibrating the S-meter; at a different tuning condition this calibration may deviate considerably.

 

At this stage we now may conclude that an antenna tuner will not change anything to a bad antenna system, a less than optimal or otherwise lossy transmission line or high SWR conditions anywhere at the antenna system with associated additional losses. A tuner will optimize matching of whatever impedance is to be 'translated' to the antenna terminals of the transceiver, thereby maximizing total signal at the receiver input and protecting the transmitter from overload conditions; it will not improve any losses in a badly designed antenna system and any power (receiving or transmitting) lost herein will not be recovered anywhere in the rest of the 'chain'.

 

 

Losses in the antenna system

 

From the above it is now clear that before we look at the tuner, we first have to take the complete antenna system into account. An other article on system losses over frequency may be found on this web site at "Where does the power go", that has been published before (in Dutch) in the ham magazine Electron.

In this article one may appreciate the importance of cable losses. Looking for instance at 10 meter RG58 between the antenna and the shack as a conservative estimate, we already lose half the applied power at SWR 1 : 17 at 7 MHz. and even at SWR 1 : 9 at 30 MHz. For anything in between see figure 4.

 

 

 

 

 

 

frequency in MHz

 

 

 

 

4

5

7

10

15

20

30

SWR  1 :

37,3

25,1

17,1

17

13,1

11,2

8,7

 

 

 

 

 

 

 

 

 

figure 4: SWR at 50 % power loss in 10 m. RG58

 

 

 

The figure of SWR 1 : 17 at 7 MHz. is already obtained at a connecting impedance of 400 Ohm in series with a capacitor of 52 pF (j.400 Ohm). A dipole antenna will meet and surpass these values easily when tuned outside resonance. At the tuner site, this SWR is brought back to around 1 : 9 due to the same cable losses so you may not have been too much worried about as yet. You will further probably not have noticed anything unusual when tuning this system since the tuner will match this impedance with a series inductance of around 1,9 μH and a capacitor to 'ground' of around 712 pF. In a well designed tuner, these power losses will now be around 1,5 % so this is beyond compare to the 50 % we already were losing in the transmission line. This example is showing directly the importance of considering the total of the antenna system at first before even starting to think about any type of antenna tuner.

 

Values will be different with a symmetrical transmission line with penalties in other systems parts; I will come back to this later.

 

A second aspect of a non-characteristically terminated  transmission line is that it will transform the impedance at one end of the cable to a different impedance at the other end. The above value of 400 Ohm in series with 52 pF at the antenna end of our 10 meter RG58 line will look like 10,1 Ohm in series with a reactance of 42,2 Ohm at the other end. These last values our antenna tuner will have to match to 50 Ohm, which it will perform with a series inductance of  1,9 μH and a capacitor to 'ground' of around 712 pF, as in figure 5.

 

 

 

 

 

figure 5: Matching 50 Ohm to 10,1 + j 42,2 Ohm

 

 

Depending on the specific transformation (low to high or high to low) the capacitor should be on the other site of the inductor. This may be accomplished by means of a (good quality!) switch or doubling the capacitor to both sides of the inductor. In this last situation one easily will recognise the pi-filter, already described with the tube amplifier stage.

 

This example clearly shows that the choice of the feed line (transmission line) may be just as important as the selection of the specific antenna. Bottom line is to end up with a low mismatch between antenna and feed line. A at the same time one should not to be too extreme about this; for moderate line length and frequencies, SWR < 1 : 3 certainly is tolerable without too much cable loss. Keep in mind that even the best decision on transmission lines is lost when connecting to the wrong antenna, or, what works out the same, operating the right antenna at the wrong frequency.

 

 

Antenna impedance selection

 

After the transmission line, let's look at the antenna.

A dipole is a simple and useful antenna that at the right antenna height may be operated for local and DX traffic. In resonance this antenna exhibits a terminating impedance between 40 and 80 Ohm, depending on ground type and at an antenna height of around 1/5 wavelength. This is easily accomplished at 7 MHz., with 8 meter above ground, but rises to over 16 meter at 3,6 MHz. At 10 meter antenna height on 80 meter SWR is still below 1 : 2 so this is complying nicely with earlier requirements. More performance figures on a resonant dipole in figure 6.

 

 

 

 

Figure 6: Dipole over 'average' ground.

 

 

More antenna's than just this dipole exhibit a 'practical' termination impedance while keeping other antenna parameters at a nice level as may be appreciated from my 'Duoband antenna' and 'Five band antenna', both also published (in Dutch) in the ham magazine 'Electron'. Both antennas exhibit low termination impedance at the design frequencies at a 'practical antenna height of 10 meter. As a consequence, these antenna designs match nicely to coaxial transmission lines and therefore also match to the transceiver without an additional antenna tuner.

This leads to the observation that a sensible choice of antenna and matching feed-line does not require an antenna tuner to match the antenna system to the transceiver!

 

 

Always better with open feed lines?

 

Let's go back to our first selection of coaxial transmission line for feeding the antenna. This type of line makes an easy connection to the antenna, has no problems when leading along metal roof trimmings, attaching to the outside wall and leading into the shack. This type of cable unfortunately exhibits a low characteristic impedance and relative high loss figures when compared to open, symmetrical transmission line. When putting the 'mechanical' consequences of this latter type aside, we are looking to a different situation.

 

An earlier example around a dipole antenna at 7 MHz. exhibiting an impedance of 400 Ohm in series with 52 pF (400 Ohm), resulted in SWR 1 : 17 when connecting to RG58 cable. This leads to an associated cable loss of 50% of input power already at a cable length of 10 meter.

When we connect the same antenna at the same frequency to an open, symmetrical transmission line with a characteristic impedance of 600 Ohm, we notice a SWR 1 : 2,5 with an associated loss of 0,37 % of input power for the same 10 meter stretch of cable.

At line input the total impedance now looks like 430 Ohm in series with a reactance of 462 Ohm and this is almost the same as at the antenna side of the feed-line. To transform to 50 Ohm, the tuner now requires a series inductor of 4,7 μH and a capacitor of 131 pF to ground, which is a considerably lower value than in the coaxial situation.

Since we are now dealing with a symmetrical situation, the tuner also should have a symmetrical lay-out and so the series inductor has to be split up in two sections of 2,35 μH each. To retain symmetry, also the tuning capacitor should have symmetrical (parasitic) capacitance of both sections to the environment.  

 

 

 

Figure 7. Symmetrical tuner to match 50 Ohm to 430 + j 462 Ohm

 

 

Keep in mind that the transceiver side of the tuner now is showing a real 50 Ohm value, but this is still symmetrical with respect to ground. To connect to an a-symmetrical transceiver a good, high impedance balun is required that exhibits a series impedance, a number of times higher than the antenna connection impedance in order to preserve the symmetrical nature of the complete system. More on baluns in general and high-impedance baluns in particular may be found elsewhere on this site.

 

In the above example calculations were made on a off-resonance dipole antenna. Looking at antenna resonance at 3,6 MHz., the antenna impedance is real and 50 Ohm. When connecting to the same 600 Ohm open transmission line, SWR now is 1 : 12, with a total line loss of 2 % of input power. This still is much less than in case of the coaxial transmission line but already five times as high when terminated characteristically.

 

At the tuner side of the symmetrical transmission line, the 50 Ohm antenna impedance has now been transformed into 6540 Ohm in series with 12,4 pF. To translate to 50 Ohm, the tuner needs a series inductance of 13 μH and a capacitor to ground of 39 pF. Because of this relatively high inductor value, more power will be lost herein even at a reasonable inductor quality (7% at Q = 100). The tuning capacitor will be much more (voltage) stressed than before as already 1150 Volts will be present at an input power of 100 Watt.

 

In general, a high impedance antenna may be best connected to a high impedance transmission line. The antenna tuner will be less simple and the internal components will be more (voltage) stressed. Also the balun needs specific attention.

A low impedance, usually resonant antenna may be best connected to a low impedance transmission line, with all characteristic impedances below 100 Ohm as a good choice. Tuner will be less complicated with lower voltage stress. To avoid outside braiding currents, connecting a current choke is always a good idea.

 

 

Designing your antenna tuner

 

Summarizing the above discussion, the following steps may be a recipe for designing your antenna tuner

 

- At first you should determine what type of communication (distance, cross band) your antenna should be optimized for and the possibilities your particular 'real estate' situation has to offer. A practical tool for antenna design is the free version of Mmana (Mmana-Gal now). Using this program you may quickly find the radiation angle (azimuth and elevation) to give you properties for local and DX communication. You will also find antenna impedance, that you should calculate for all frequencies you intent to use.

 

- Next step is the application program "Transmission lines for Windows" (TLW) that is distributed for free with the ARRL Antenne Book (starting from 20th edition). Using this program you may calculate cable loss for you particular transmission line / length together with the transformed antenna impedance at the other end of the line. These latter values you need for calculating tuner characteristics. The free application program TLD may provide the same information.

 

- Again using TLW you may directly calculate all tuner components, together with component losses and stress. This information unfortunately is not provided by the TLD application. Repeat these steps for all frequencies you intent using to obtain an overview of minimum and maximum values of all tuner components. This actually is all that is needed for your tuner design.

 

- As a last step, you again read all balun info on this web-site to get a good idea what type of balun(s) to design for your particular antenna system, either at the antenna or at the input or output of the tuner.

When designing your tuner or evaluating a design keep in mind that all components in this tuner will dissipate (some) power. This power you prefer to keep low, so your first aim is to use as little components as possible. As a consequence you may regard complicated tuner designs with some mistrust, especially when advertised as 'wonder machines'. Not only "less is more", but it will also keep unnecessary heat out of the shack.

 

Bob J. van Donselaar, on9cvd@veron.nl