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Re: [TowerTalk] BALUN revisited again

To: towertalk reflector <towertalk@contesting.com>
Subject: Re: [TowerTalk] BALUN revisited again
From: Jim Brown <jim@audiosystemsgroup.com>
Reply-to: jim@audiosystemsgroup.com
Date: Sat, 9 Apr 2016 23:05:27 -0700
List-post: <towertalk@contesting.com">mailto:towertalk@contesting.com>
On Sat,4/9/2016 10:03 AM, Jim Thomson wrote:
Date: Sat, 9 Apr 2016 00:29:21 -0700
From: Jim Brown <jim@audiosystemsgroup.com>
To: towertalk@contesting.com
Subject: Re: [TowerTalk] BALUN revisited again

On Fri,4/8/2016 10:13 PM, Jim Thomson wrote:
##  say what ?   AFIAIK, he uses  FOUR type 31 cores for the CMC-230-5K ,
2 x cores  for each assy.
Could be -- can't tell from the photos. That helps with power handling,
and it also adds L, which lowers the resonance.

    8000-11,200 ohms of RS is nothing to sneeze at. Its
rated at 5 kw pep out.   It wont blow up with 1.5 kw cxr.  Its been tested. 
2-30 mhz

##  The BL2006-3k  is a 14-54 mhz balun.  Single core.   5400- 8600 ohms of RS
is again, nothing to sneeze at.   Rated for 3 kw pep out.   It  wont blow up on 
20-6m,
with 1.5 kw cxr.
There's a serious fallacy here about power ratings for chokes that use
the resistance at resonance (which is the right way to do it).
Dissipation in this kind of choke depends STRONGLY on the common mode
voltage, which in turn depends strongly on the antenna system, INCLUDING
the feedline and its length.

##  Your  single  core overheated on 80m.   His BL2006-3k  Is rated for 14-54 
mhz.
Its not intended to be used on 80m!
Operating frequency is only one factor. The choke I fried was more turns
to move the resonance down so that it would cover 80M, and it provided
about 5K ohms resistive. But that antenna SYSTEM needed at least twice
that choking Z to run US legal limit.

Dissipation in a choke is the SUM of the differential mode power and the
common mode power. N6BV wrote an excellent piece that ran in QST a
couple years ago on the issue of differential mode dissipation in chokes
with severely mismatched antennas (he predicted disaster), and ran it
past me first. I told him that his analysis of differential mode was
right on, but that he had failed to consider common mode, which makes
matters even worse!

Another thing that bothers me about these chokes is that they are in
what appear to be sealed enclosures, which can limit the ability of the
assembly to conduct heat away from the choke, reducing its power handling.

The key to power handling is to understand that power is I squared R,
and that the choking Z must be high enough to reduce the current so that
dissipation is not excessive. Because power is increasing (or
decreasing) as the square of the current, you CAN outrun your tail by
making the choking Z high enough, because the power is dropping twice as
fast as the current. :)

The differential mode dissipation must be modeled using transmission
line techniques -- a Smith Chart or N6BV's TLW (free with the ARRL
Antenna Book) will get you right answers. We must model the common mode
part of the problem by adding the equivalent circuit of the choke(s) to
an NEC model, where the choke is added to a single conductor the length
of the feedline running between the feedpoint and ground (or wherever
the coax is connected). Remember -- the equivalent circuit of a ferrite
common mode choke is NOT best described as a series R + jX, but rather
as a parallel resonant circuit, where L is the mid-to-low frequency
inductance, R is the Z at resonance, and C is the stray C that resonates
with L to establish the resonant peak. That simple circuit works for #43
and for #31 above about 7 MHz. For #31, it's more complicated than that,
because it has both a circuit resonance and a dimensional resonance that
give it a double humped response (like a stagger tuned IF), which is
what gives #31 its extended bandwidth.

Much of this is developed in the tutorial stuff on my website.

73, Jim K9YC

##  Points very well taken.   Ok, what about increasing power handling
by designing /winding the choke slightly different.  IE:  more ferrite cores
and less turns...assuming  this new config has the same or close  RS as
your cook book designs. .

That's a big part of why the coax chokes have a lot of cores -- dissipation is split between more cores. It's also part mechanical -- we need to move the resonance down to where we want it, we want to use big coax, inductance is proportional the length of the core surrounding the coax, so we get 5X the L by using 5 cores instead of 1. For the same reason, the "biggest clamp-on" is roughly worth 3 cores. We can also tweak the resonance by squeezing turns closer together to lower Fr, and spread them to raise it. I showed some photos of that.

I looked at your charts and graphs,and
tried to extrapolate between the various  cook book designs. X turns of 213-U
wound on  Y  cores.    Sure, more cores would be required..due to the N2
effect being less pronounced, but with more cores used, there is more thermal 
mass
because of the increased number of cores used.

Exactly.

I started investigating the bifilar-wound chokes in response to the guys in the UK who couldn't get what they wanted from Farnell (their version of Newark, who is the Fair-Rite distributor there), or would have to pay wildly inflated prices for the cores. What I learned by 2010 is in that RFI-Ham.pdf I've since used single core bifilar chokes on 80/40 fans, mostly with success, but ONLY if there was a second choke on same line to take part of the common mode voltage. When I changed the coax and forgot to add the lower choke is when that choke fried.

##  I don’t think there is much in the way of any wiggle room on your cook book 
designs
though,  you appear to have nailed it  across the spectrum.   For some 
applications,
that must cover a huge chunk of spectrum,  stagger  tuning 2  or even 3 of your 
cook book designs,
may well work.   Another thought here is for say a monoband application, like 
my 80m rotary dipole,
40m yagi, and 20m yagi,  perhaps  another approach would be to  optimize a 
balun for each band,
but build 2-3 identical assys  for each band.   IE:  2-3 baluns, each optimized 
for the same ONE band,
then wired in series to increase RS.  On paper, this should /might work ?

Yes, on all counts. BUT -- each of those chokes is a parallel resonant circuit, and, in effect, they are stagger tuned. In the overlap between their resonances, the XC of the lower freq choke will cancel with the XL of the higher freq one. But the resistances continue to add.

##  Can we safely assume that if  2-3  identical assys  are all in series,  and 
all in the same nema box,
that we can simply total the RS  up ??    IE: 5 k ohms of RS per  assy, and  
15K  if  3 used ?

If they're identical, yes, they will add, and they don't need to be in the same enclosure -- remember my advice to NOT enclose them to improve heat transfer. I did exactly that with the first serious stress test around 2007 -- I used one choke as the end insulator for a vertical dipole fed from the end, where the coax shield is the bottom half of the dipole. Discussed in the slide show, with photos. With one choke, it fried melted the coax about ten minutes into a CW rag chew. Adding a second choke doubled the choking Z and split the dissipation between the two chokes, and that was enough.

There's another example of this in this slide show description of an antenna W6GJB and I designed for CQP and FD. We planned to run 600W into it. Three chokes turned out to be overkill. The coax was RG8X inside the tube and down to the ground, then RG213 to the operating position.

http://k9yc.com/80M-FDVertical.pdf

##  After looking at ur cook book designs, at a given freq /band, I see know 
other way to increase RS, except
to   series several  identical assys.   Any thoughts  on this ?

I think we see it the same way, Jim. What I did back around 2007-8 was to build one choke at a time, measure it, and go systematically from there to end up with designs that got where I wanted to go. You can see that in the curves, where I varied the number of turns and cores to find the most effective (and cost effective) combinations. BTW -- between the slide show and the RFI-Ham.pdf there is some development of the dissipation issue.

The way I study the behavior of the chokes in an antenna system is to first determine the parallel equivalent circuit, then plug them into the common mode circuit. As you see from that, determining L, C, and R are nothing more complicated than the curve fitting I learned in EE school 50+ years ago.

Other thoughts about putting them in an enclosure. One reason mfrs do that is so that they can pot them and make them both more rugged mechanically, but also harder to see what's inside. DX Eng has always been paranoid about reverse engineering, to the extent that they don't include schematics with stuff they sell, and they won't sell you parts to repair their stuff. Another reason is that they think hams want it in an enclosure. The only reason I can think of for an enclosure is to prevent issues with the cores cracking with freeze/thaw cycles. I can't test that here along the Pacific coast, but in the eight years my stuff has been on the internet with more than a million download in the first five years, no one has ever told me that had been a problem.

73, Jim K9YC
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