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[TowerTalk] Baluns and SWR

To: <towertalk@contesting.com>
Subject: [TowerTalk] Baluns and SWR
From: Kevin Hemsley" <kev@ida.net (Kevin Hemsley)
Date: Thu, 24 May 2001 11:40:16 -0600
>From the August 1999 Archives

----------------------------------
Kevin Hemsley
Systems Engineer
Microserv Computer Technologies, Inc.
kev@ida.net
KB7TYA


Ed Gilbert, WA2SRQ
eyg@hpnjlc.njd.hp.com

---------------------------------------------------------------------
Having access to a Hewlett-Packard 4193A vector impedance meter at work, I
have made measurements on a number of baluns, coaxial and otherwise.  For my
beams I was particularly interested how many turns and on what diameter
are optimum for air core coaxial baluns, and what the effect of bunching the
turns was (formless).  Using the remote programming capability of the
HP4193A along with an instrument controller, I measured the magnitude and
phase of each balun's winding impedance at 1 MHz intervals from 1 to 35 MHz.
For comparison, I also made measurements on a commercial balun which
consists of a number of ferrite beads slipped over a short length of coax.
I've appended some of these measurements so you can draw your own
conclusions.

PVC pipe was used for coil forms.  The 4-1/4 inch diameter baluns were wound
on thin-walled PVC labeled "4 inch sewer pipe".  This material makes an
excellent balun form.  It's very light weight and easy to work with, and I
obtained a 10 foot length at the local Home Depot for about 3 dollars. The
6-5/8 inch diameter forms are 6 inch schedule 40 PVC pipe which is much
thicker, heavier, and more expensive.

Each test choke was close-wound on a form as a single-layer solenoid using
RG-213 and taped to hold the turns in  place.  The lengths of cable were cut
so there was about 2 inches excess at each end.  This allowed just enough
wire at the ends for connections to the HP4193A's probe tip.  After data was
collected for each single-layer configuration, the PVC form was removed, the
turns were bunched together and taped formless, and another set of
measurements was taken.  I have only included the "bunched" measurements in
the table for one of the baluns, but the trend was the same
in each case.  When compared to the single-layer version of the same
diameter and number of turns, the bunched baluns show a large downward shift
in parallel self-resonance frequency and poor choking reactance at the
higher frequencies.

Interpreting the Measurements
-----------------------------
All the baluns start out looking inductive at low frequencies, as indicated
by the positive phase angles.  As the frequency is increased, a point is
reached where the capacitance between the windings forms a parallel
resonance with the coil's inductance.  Above this frequency, the winding
reactance is reduced by this capacitance.  The interwinding capacitance
increases with the number of turns and the diameter of the turns, so "more
is not always better".

The effects of a large increase in interwinding capacitance is evident in
the measurements on the balun with the bunched turns.  This is probably a
result of the first and last turns of the coil being much closer together
than the single-layer coil.  An important requirement of these baluns is
that the magnitude of the winding reactance be much greater than the load
impedance.  In the case of a 50 ohm balanced antenna, the balun's winding
impedance is effectively shunted across one half the 50 ohm load impedance,
or 25 ohms.  A reasonable critera for the balun's winding impedance for
negligible common mode current in the shield is that it be at least 20 times
this, or 500 ohms.  The measurements show, for example, that 6 turns 4-1/4
inches in diameter meet this criteria from 14 to 35 MHz.

The measurement data also reveals the power loss these baluns will exhibit.
Each of the measurement points can be transformed from the polar format of
the table to a parallel equivalent real and reactive shunt impedance.  The
power dissipated in the balun is then the square of the voltage across it
divided by the real parallel equivalent shunt impedance.  While this
calculation can be made for each measurement point, an approximate number
can be taken directly from the tables at the parallel resonance points.  At
0 degrees phase angle the magnitude numbers are pure resistive.  I didn't
record the exact resonance points, but it can be seen from the tables that
the four single-layer baluns are all above 15K ohms, while the ferrite bead
balun read about 1.4K.  These baluns see half the load voltage, so at 1500
watts to a 50 ohm load, the power dissipated in the coaxial baluns will be
less than 1.3 watts, and the ferrite bead balun will dissipate about 13.4
watts (neglecting possible core saturation and other non-linear effects).
These losses are certainly negligible.  At 200 ohms load impedance, the
losses are under 5 watts for the coaxial baluns and 53.6 watts for the
ferrite beads.

Conclusions
-----------
- A 1:1 coaxial balun with excellent choking reactance for 10 through 20
meters can be made by winding 6 turns of RG-213 on inexpensive 4 inch PVC
sewer pipe.

- For 40 or 30 meters, use 12 turns of RG-213 on 4 inch PVC sewer pipe.

- Don't bunch the turns together.  Wind them as a single layer on a form.
Bunching the turns kills the choking effect at higher frequencies.

- Don't use too many turns.  For example, the HyGain manuals for my 10 and
15 meter yagis both recommend 12 turns 6 inches in diameter.  At the very
least this is about 3 times as much coax as is needed, and these dimensions
actually give less than the desired choking impedance on 10 and 15 meters.

Measurements
------------
Magnitude in ohms, phase angle in degrees, as a function of frequency in Hz,
for various baluns.

   ----------  ----------  ----------  ----------  ----------  ----------
    6 Turns    12 Turns     4 Turns     8 Turns     8 Turns    Ferrite
    4-1/4 in    4-1/4 in    6-5/8 in    6-5/8 in    6-5/8 in    beads
  sngl layer  sngl layer  sngl layer  sngl layer    bunched    (Aztec)
          ----------  ----------  ----------  ----------  ---------- -------
---

Frequency  Mag Phase   Mag Phase   Mag Phase   Mag Phase   Mag Phase Mag
Phase
1.00E+06    26  88.1    65  89.2    26  88.3    74  89.2    94  89.3  416
78.1
2.00E+06    51  88.7   131  89.3    52  88.8   150  89.3   202  89.2  795
56.1
3.00E+06    77  88.9   200  89.4    79  89.1   232  89.3   355  88.9  1046
39.8
4.00E+06   103  89.1   273  89.5   106  89.3   324  89.4   620  88.3  1217
26.6
5.00E+06   131  89.1   356  89.4   136  89.2   436  89.3  1300  86.2  1334
14.7
6.00E+06   160  89.3   451  89.5   167  89.3   576  89.1  8530  59.9  1387
3.6
7.00E+06   190  89.4   561  89.5   201  89.4   759  89.1  2120 -81.9
 1404 -5.9
8.00E+06   222  89.4   696  89.6   239  89.4  1033  88.8  1019 -85.7
1369-15.4
9.00E+06   258  89.4   869  89.5   283  89.4  1514  87.3   681 -86.5
1295-23.7
1.00E+07   298  89.3  1103  89.3   333  89.2  2300  83.1   518 -86.9
1210-29.8
1.10E+07   340  89.3  1440  89.1   393  89.2  4700  73.1   418 -87.1
1123-35.2
1.20E+07   390  89.3  1983  88.7   467  88.9 15840  -5.2   350 -87.2
1043-39.9
1.30E+07   447  89.2  3010  87.7   556  88.3  4470 -62.6   300 -86.9
954-42.7
1.40E+07   514  89.3  5850  85.6   675  88.3  2830 -71.6   262 -86.9
901-45.2
1.50E+07   594  88.9 42000  44.0   834  87.5  1910 -79.9   231 -87.0
847-48.1
1.60E+07   694  88.8  7210 -81.5  1098  86.9  1375 -84.1   203 -87.2
778-51.8
1.70E+07   830  88.1  3250 -82.0  1651  81.8   991 -82.4   180 -86.9
684-54.4
1.80E+07   955  86.0  2720 -76.1  1796  70.3   986 -67.2   164 -84.9
623-45.9
1.90E+07  1203  85.4  1860 -80.1  3260  44.6   742 -71.0   145 -85.1
568-51.2
2.00E+07  1419  85.2  1738 -83.8  3710  59.0  1123 -67.7   138 -84.5
654-34.0
2.10E+07  1955  85.7  1368 -87.2 12940 -31.3   859 -84.3   122 -86.1
696-49.9
2.20E+07  3010  83.9  1133 -87.8  3620 -77.5   708 -86.1   107 -85.9
631-54.8
2.30E+07  6380  76.8   955 -88.0  2050 -83.0   613 -86.9    94 -85.5
584-57.4
2.40E+07 15980 -29.6   807 -86.3  1440 -84.6   535 -86.3    82 -85.0
536-58.8
2.50E+07  5230 -56.7   754 -82.2  1099 -84.1   466 -84.1    70 -84.3
485-59.2
2.60E+07  3210 -78.9   682 -86.4   967 -83.4   467 -81.6    60 -82.7
481-56.2
2.70E+07  2000 -84.4   578 -87.3   809 -86.5   419 -85.5    49 -81.7
463-60.5
2.80E+07  1426 -85.6   483 -86.5   685 -87.1   364 -86.2    38 -79.6
425-62.5
2.90E+07  1074 -85.1   383 -84.1   590 -87.3   308 -85.6    28 -75.2
387-63.8
3.00E+07   840 -83.2   287 -75.0   508 -87.0   244 -82.1    18 -66.3
346-64.4
3.10E+07   661 -81.7   188 -52.3   442 -85.7   174 -69.9     9 -34.3
305-64.3
3.20E+07   484 -78.2   258  20.4   385 -83.6   155 -18.0    11  37.2
263-63.2
3.30E+07   335 -41.4  1162 -13.5   326 -78.2   569  -0.3    21  63.6
212-58.0
3.40E+07   607 -32.2   839 -45.9   316 -63.4   716 -57.6    32  71.4
183-40.5
3.50E+07   705 -58.2   564 -56.3   379 -69.5   513 -72.5    46  76.0
235-29.6




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