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Understanding Antennas A Simplified Perspective for Ham Radio Operators Jim Peisker AF5NP 25 February 2016 Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP What to Expect This presentation provides a working understanding of amateur radio antennas without being overly technical or dry. Some mathematics and basic physics are required to properly understand antenna operation but this will be minimized. The target audience here are newer hams with limited knowledge of antennas. It is presented at the Technician license level. You will see Technician license exam questions and answers to refresh your knowledge. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 2 What to Expect While antenna theory works for all frequencies and types of construction, the emphasis here is on VHF/UHF antennas used for emergency communication and repeater use. This is because most new hams get started with local (short-range) radio equipment. Other antennas are discussed, however, and the information provided is useful for all antennas types and frequencies. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 3 Disclaimer The author is not an antenna expert. Information presented here is from many different sources and represents that which the author considers most reliable and useful. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 4 Why Understand Antennas? The antenna is arguably the most important component in most radio systems. Let’s use a sound system analogy to help reinforce this notion. With a home audio system, you can have a $10,000 amplifier with small, cheap loudspeakers and it will sound awful. Conversely, with a basic cheap audio amp and some really good speakers it can sound fabulous. The speakers make all the difference; they contribute the most to what we hear. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 5 Why Understand Antennas? The same goes for an amateur radio station. Here we can have the nicest transceiver you can buy paired with a lousy antenna and you won’t hear much or be heard well. But take a cheap radio with a good antenna and you can do wonders. The antenna makes the most impact on a radio communications system. Whether transmitting or receiving, a weak signal isn’t usually due to poor band conditions or lack of power, it’s more likely caused by a bad antenna. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 6 Why Understand Antennas? You may hear old-time hams say something like, “Spend twice as much on your antenna as you do on your radio.” That’s not practical advice--considering the relative costs of the two--but generally good guidance that we should pay more attention to the quality of our antenna than we do our fancy radio equipment. Because the antenna is so important in radio, it is essential that we understand the basics of these devices. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 7 Definition An antenna is simply defined as an arrangement of conductors used to radiate electromagnetic (E-M) energy into space (the air) or, conversely, for collecting it from space. Antenna Schematic Symbol Sounds simple, right? In reality, functional antennas are a bit more complicated. There are many factors to consider in practical antenna design. We’ll look at most of them here. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 8 Definition It may also be helpful to think of an antenna as a transducer which converts alternating current (AC) into radio waves, and, conversely, radio waves into AC. You may be unfamiliar with the word transducer but you already know what they are. A transducer is a device which changes one form of energy into another. We are all familiar with the following: speakers, microphones, temperature and pressure sensors, room lighting of all sorts, and indicators. We use these every day and they are all transducers. We control the electrical side of things in our radios and the antenna converts that AC into useful radio waves, and viceversa. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 9 Antenna Varieties There are dozens of different antenna designs and they all have their place in radio. Antennas used in emergency communications (EmComm) are mostly VHF/UHF vertical whips but you should be familiar with the more common antenna configurations used at all frequencies. These are shown later in the presentation. Until then we’ll look at some basic features and details of all antennas. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 10 Topics Even a basic understanding of antennas requires discussion of a number of topics. We will briefly touch on these: • • • • • • Reciprocity Directivity & Gain Polarization Impedance Wavelength Resonance • • • • • • E-M Radiation Physical Length The Dipole Efficiency Bandwidth Real-World Antennas Additionally we will cover practical detail such as antenna types, configurations, safety, and the peculiarities and limitations of VHF/UHF mobile and hand-held antennas. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 11 Common Characteristics Antennas come in a myriad of sizes, shapes and configurations. These vary greatly based on the nature of the application (mainly frequency and performance). Regardless of these differences, all antennas share three common characteristics: • Reciprocity • Directivity & Gain • Polarization Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 12 Reciprocity Reciprocity means it works both ways. The electro-magnetic characteristics of an antenna make it work equally well for transmitting and receiving. This means that for both transmission and reception, antennas are equally directive, have equal gain and bandwidth, and have the same polarity. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 13 Reciprocity Sure, when transmitting it usually involves watts or tens of watts or hundreds of watts of power. And when receiving an antenna is dealing with thousandths of a watt (mW) or millionths of a watt (μW) or even less. But the laws of physics don’t distinguish between big watts and little watts; it’s still power transfer and energy conversion at issue in an antenna. Reciprocity works for power as well. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 14 Reciprocity The practical result of reciprocity is that the same antenna is almost always used for both transmitting and receiving. This is where that transmit-receive (TR) switch comes into play in your transceiver. Not that it has to be this way; occasionally a different receiving antenna is used. In this case it often involves a separate receiver with a highperformance receiving antenna. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 15 Directivity & Gain Directivity is an antenna’s ability to focus the energy to—or from—one or more directions. All practical antennas have some degree of directivity, some slightly directive (verticals), some semi-directional (dipole), and others very directional (beam). Only the theoretical isotropic antenna is truly omnidirectional. T9A01-2014: What is a beam antenna? An antenna that concentrates signals in one direction T9A06-2014: What type of antennas are the quad, Yagi, and dish? Directional antennas Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 16 Directivity & Gain Directivity of an antenna is best understood by viewing its radiation pattern graphically. Antennas have radiation patterns viewed from above (azimuth) and viewed from the side (elevation). Both may be of interest to the user. Vertical Monopole Azimuth Vertical Monopole Elevation Vertical Monopole 3-D Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 17 Directivity & Gain More antenna radiation patterns. Yagi Azimuth Yagi Elevation Dipole Azimuth Parabolic (Dish) Azimuth Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 18 Directivity & Gain While gain is directly related to directivity, it is more specifically a measure of the increase in signal in certain directions relative to a reference antenna. So directivity is the quality of an antenna to focus radio waves and gain is the measurement of it. T9A11-2014: What is meant by the gain of an antenna? The increase in signal strength in a specified direction when compared to a reference antenna Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 19 Polarization Recall that radio waves consist of both electric and magnetic fields oscillating at right angles to each other. E=Electric Field B=Magnetic Field T3A07-2014: What type of wave carries radio signals between transmitting and receiving stations? Electromagnetic Animation of E-M wave T3B03-2014: What are the two components of a radio wave? Electric and magnetic fields Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 20 Polarization Antenna polarization is determined by the orientation of the electric field with respect to the earth. T3B02-2014: What property of a radio wave is used to describe its polarization? The orientation of the electric field Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 21 Polarization Generally speaking, since the electric field is oriented parallel to the conductor, the orientation of the radiating conductor is also its polarization. A vertical antenna is vertically polarized. A horizontal antenna is horizontally polarized. An angled or bent antenna is partially polarized in both orientations. T9A02-2014: Which of the following is true regarding vertical antennas? The electric field is perpendicular to the Earth Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 22 Polarization For line-of-sight communications in the VHF and UHF spectrum, antenna polarization is important. All repeater antennas and mobile antennas are (or should be) vertically polarized. Handheld transceivers (HTs) work best when held with the antenna up and down. You would see about 3dB signal loss (half power) at a 45º tilt. For short distances in open space polarization is a non-issue due to relative signal strength. T3A04-2014: What can happen if the antennas at opposite ends of a VHF or UHF line of sight radio link are not using the same polarization? Signals could be significantly weaker Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 23 Polarization At lower frequencies in the HF spectrum antenna orientation is less important because ionospheric propagation randomizes polarization. This blended E-field orientation is sometimes referred to as elliptical polarization. As a result, you can use either vertical or horizontal antennas on HF bands. T9A03-2014: Which of the following describes a simple dipole mounted so the conductor is parallel to the Earth's surface? A horizontally polarized antenna T3A09-2014: Which of the following results from the fact that skip signals refracted from the ionosphere are elliptically polarized? Either vertically or horizontally polarized antennas may be used for transmission or reception Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 24 Other Factors OK, so we’ve reviewed the three properties common to all antenna types: Reciprocity, Directivity & Gain, and Polarization. Hope you’re still with us at this point. Now let’s explore other factors important to antenna theory. These start to get a little more complex but we’ll keep it as simple as practical. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 25 Impedance As you may recall, impedance is the sum of the DC resistance plus the inductive and capacitive reactance at a given frequency [ Z=R+jX ]. In loose terms, it can be considered “AC resistance”. Reactance varies with AC frequency. Inductive reactance increases with frequency [ XL=2πfL ]. Capacitive reactance decreases [ XC=1/(2πfC) ]. All conductors have some measurable inductance and capacitance in relation to earth and other conductors. T5C12-2014: What is meant by the term impedance? It is a measure of the opposition to AC current flow in a circuit Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 26 Impedance This means that all antennas have impedance at a given frequency. Antenna impedance varies with conductor arrangement, signal frequency, height above ground, conductor diameter, nearby objects, and connecting wires (feedline), among other things. For maximum power transfer of a source to a load, the impedance of the source, load and transmission line must be the same (matched). Signal Source ~ Load Transmission Line Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 27 Impedance In an antenna system these three impedances are matched as closely as possible over a specified range of frequencies. When there is an impedance mismatch, some of the signal is reflected back to the source. Of course, the impedance there doesn’t match so part of the reflected signal is reflected back again. And so on: back and forth until the signal is attenuated into oblivion, losing part of its energy all the way. So you see how power is lost with a mismatch. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 28 Impedance Matching antenna impedance seems obvious when transmitting, since you want all of your transmitter power to be radiated from the antenna. But it also works in reverse (reciprocity). When receiving, signal strength is also maximized by properly matched impedances. Most modern ham radio equipment has a 50Ω characteristic impedance. The cable may or may not be 50Ω. The antenna itself rarely is 50Ω. T5C13-2014: What are the units of impedance? Ohms Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 29 Impedance To match the impedance of the radio to the transmission line and antenna, various means may be employed. Some are used at the radio, some at the antenna. We will not go into detail here; just be aware that hams use a variety of impedance matching techniques. So we see that impedance matching is important for maximum power transfer when transmitting and receiving radio signals T9B01-2014: Why is it important to have a low SWR in an antenna system that uses coaxial cable feed line? To allow the efficient transfer of power and reduce losses Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 30 Impedance A common way for hams to quantify impedance matching is with the term Standing Wave Ratio (SWR). SWR is a generalized measurement of how well matched the radio is to the antenna and feedline. SWR is quite a topic in and of itself, and is more associated with the transmission line. The antenna is only one contributor to the subject so we will leave it at that in this presentation. T7C03-2014: What, in general terms, is standing wave ratio (SWR)? A measure of how well a load is matched to a transmission line Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 31 Wavelength Let’s review the concept of wavelength because it is fundamental to antenna behavior and design. Amplitude At any frequency it takes a certain amount of time for a wave to complete one cycle. A cycle is any repeating feature of the waveform. Radio waves have sinusoidal form. Cycle Cycle Frequency = How many cycles per second (Hz) # Cycles 1 Second Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Time =Hz 32 Wavelength Because the wave moves over time (very fast!), it travels a certain distance in any given period. Wavelength is the distance a wave travels in one complete cycle. We measure this in meters. Wavelength is represented by the Greek letter Lambda (λ) Amplitude λ λ Distance λ T3B01-2014: What is the name for the distance a radio wave travels during one complete cycle? Wavelength Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 33 Wavelength Viewed in 3D animation, it’s not only cool to look at, but may help us understand it a little better. Constant wavelength (λ) shown moving in this area. The red and blue sine waves are the electric and magnetic fields oscillating at right angles to each other at the radio frequency. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Radio wave is propagating this way at ~ the speed of light. 34 Wavelength Radio waves are typically oscillating millions of times per second (MHz). They are traveling near the speed of light (300 million meters per second). The time it takes for a radio wave to complete one cycle equals the speed of light (approximately) divided by the radio frequency. 300M m/sec RF Hz Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 35 Wavelength Simplifying the math shows us that to calculate wavelength, we simply divide 300 by the frequency in MHz. The millions (Megas) cancel each other out. So wavelength at the center of our most common VHF radio band would be: 300/146=2.05m Hey, that’s our 2-meter band! At the center of our popular UHF band the wavelength would be: 300/435=0.69m We call this 0.7m (700mm) wavelength the 70cm band. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 36 Wavelength So we see that higher frequencies complete one cycle in less time than lower frequencies. This means that the wavelength of higher frequencies is shorter than that of lower frequencies. Frequency and wavelength are inversely proportional. Shorter λ Longer λ Lower Frequency Higher Frequency T3B05-2014: How does the wavelength of a radio wave relate to its frequency? The wavelength gets shorter as the frequency increases Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 37 Resonance Antenna resonance involves reflecting RF waveforms which are reinforced by recurring signals. Analogous to that sympathetic ringing condition we hear in a guitar string tuned to a particular note. This situation occurs when the antenna conductors are at one half wavelength in dimension. Graphics on the following slides will help to explain this concept. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 38 Resonance This demonstration uses a single wire antenna that is exactly one half wavelength (λ/2) long at the resonant frequency. RF Source ~ ~ A ~ λ/2 Antenna Wire B We apply a RF waveform to end A. The signal travels down to the wire to point B. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 39 Resonance RF Source ~ ~ A ~ λ/2 Antenna Wire B At point B the wave sees an open circuit at the end of the wire and so it reflects back towards the source at point A. This reflection is 180º out of phase with the original signal. That is, its sine wave polarity is flipped. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 40 Resonance RF Source ~ ~ A λ/2 Antenna Wire B When the reflected wave arrives back at point A it is once again reflected back to point B. This reflection again inverts the polarity of the wave and so it goes back to 360º (or 0º). Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 41 Resonance RF Source ~~ ~ A λ/2 Antenna Wire B Due to perfect timing with a half-wave wire length, a new wave is generated from the signal source which is exactly in phase. So now we have the reflected energy from the previous cycle adding to the new energy of the next cycle. This additive effect is positive but not double, due to losses (resistance) in the wire. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 42 Resonance Synchronized at resonance, the waves reinforce each other while traveling back and forth on the antenna wire. Recurring Wave Reflected Wave Composite Wave Net Gain The resulting flow of electrons is maximized and more energy is converted from RF to E-M (or viceversa). This happens on half-wavelength wires (and odd multiples). Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 43 Resonance At resonance the antenna elements achieve maximum in-phase current which improves its performance in transmission and reception. The further the waveform deviates from the resonant frequency, the less supportive the reflective waves become. In fact, at 180º reflection (antiresonance), the waves cancel and most antenna energy is lost. Recurring Wave Reflected Wave Composite Wave Net Zero Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 44 Resonance An antenna need not be perfectly resonant to work well, but it works best at resonance. This sympathetic reinforcement phenomenon on half-wavelength wires forms what is called a standing wave pattern as shown in the animation below. Standing waves are a key attribute of resonance. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 45 Resonance To help visualize resonance, impedance and standing waves, there is an outstanding video located at: https://www.youtube.com/watch?v=DovunOxlY1k The video presentation is very old (1961) but there is nothing else quite like it. It is expertly presented and very interesting and quite applicable to understanding antenna waves. Highly recommended for all hams to spend a half hour watching this video on the Similarities of Wave Behavior from the AT&T archives. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 46 Resonance There is another kind of resonance you may hear about that involves the interaction of capacitive and inductive reactance in an antenna. However, wave resonance is by far the dominant factor in most antennas so we will only mention reactive resonance in passing. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 47 E-M Radiation We understand that radio waves are made of oscillating electric and magnetic fields, but what makes antennas radiate or capture them? OK, not really magic, but it is complex. This is where we avoid some highly technical discussion. You just have to know that accelerating electrons cause an E-M field to radiate (transmit a radio wave). Also accept that an E-M field causes electrons to accelerate in a conductor (receive a radio wave). Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 48 E-M Radiation At radio frequencies, electrons in the antenna’s conductor are oscillating rapidly in nearlycontinuous acceleration. This acceleration causes E-M radiation from the antenna at that frequency. This is what the antenna does as a transducer. If you really want to dive into the technical details, study up on Maxwell’s equations, Faraday’s Law and electrodynamics. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 49 E-M Radiation All conductors radiate E-M waves to some degree or another. This varies by many factors, mainly signal frequency and conductor characteristics. Antennas are conductors designed specifically to radiate or capture radio waves at certain frequencies. You might say that all other conductors are unintentional antennas. Their behavior can often be ignored, but sometimes they contribute to radio frequency interference (RFI) problems. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 50 E-M Radiation The term radiation in our context is the emission of RF waves. It should not be confused with ionizing radiation from radioactive sources, which is hazardous to human health above certain intensity and duration. RF radiation does have physiological effects at certain frequencies and power levels, however. Refresh your understanding of RF exposure hazards from your Technician license study. T0C01-2014: What type of radiation are VHF and UHF radio signals? Non-ionizing radiation Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 51 Theory Meets Reality So far we’ve reviewed the three properties common to all antenna types and looked at four important concepts related to how antennas work: Impedance, wavelength, resonance, and radiation. Still with us? Good. Have a Cookie! Now we will talk about how all this antenna theory becomes tangible in the real world. It’s where the rubber meets the road on the electromagnetic highway. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 52 Physical Length As discussed earlier, resonance is an essential characteristic in a functional antenna. Recall that the sweet spot for resonance occurs at one half wavelength (λ/2) of the resonant frequency. Since wavelength is a physical length at a given frequency, a resonant antenna would simply be a half-wavelength long at that frequency. One wavelength (λ) is the speed of light divided by the radio frequency. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 53 Physical Length To get a resonant λ/2 antenna length we simply divide the wavelength by two. Using the center of the popular 40m band (7.07.3MHz) this would look like: 300/7.15=41.96m That’s one wavelength so divide this by two to give us 20.98m as the half-wavelength antenna length for 7.15MHz. Converting from meters to feet makes it 68.89ft long. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 54 Physical Length To avoid dividing by two and converting to meters here in ‘Merica, the quick formula for half-wave antenna lengths is simply 492/MHz = feet. Back to the 40m center frequency of 7.15MHz we get 492/7.15=68.81ft, nearly the same as before. Returning to our example of our favored VHF band (146Mhz) this would look like: 492/146=3.37ft Converting to inches, that’s 40.4in. For a quarter-wave antenna length, divide by two. T9A08-2014: What is the approximate length, in inches, of a quarter-wavelength vertical antenna for 146 MHz? 19 Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 55 The Dipole Let’s spend a little time with the dipole antenna. The dipole is generally considered the simplest, most basic antenna form and is usually what is presented in most antenna discussions. Many, if not most, antenna configurations are derivatives of the dipole so it’s important to understand this foundational design. No doubt you’re familiar with the dipole antenna from your Technician license instruction, but we will give a little more detail on the following slides. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 56 The Dipole The form of the dipole is two quarter-wavelength elements creating a resonant λ/2 center-fed antenna. λ/2 λ/4 ~ λ/4 Transmitter or Receiver The name dipole means “two electrical terminals” as it involves elements of differential polarity. We can visualize this on the following slide. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 57 The Dipole Here we see the alternating voltage waveform in red switching back and forth on the antenna. Notice how the voltage peaks at the ends of the antenna and is minimal at the feed point. The blue wave is current in the antenna. Current is minimal at the ends but peaks in the middle. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 58 The Dipole This voltage and current distribution are true for λ/2 dipoles and all variants/derivatives. Voltage will always be highest at the ends and current will always peak in between the ends. Note that voltage and current are 180º out of phase. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 59 The Dipole Taking the previous animation and adding in the electric field waveform in an isometric view helps us visualize the dipole polarity. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 60 The Dipole With the horizontal dipole we see a horizontal electric field (horizontal polarization.) Dipoles are not always oriented horizontally. When you set the elements perpendicular to earth, it becomes vertically polarized. ~ Horizontally Polarized Dipole ~ Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Vertically Polarized Dipole 61 The Dipole Earlier we gave a formula for 1/2 wave resonant antenna length: 492/MHz = feet. When you consider various factors affecting real world dipole resonance (height, conductor thickness, frequency, end effects), the formula 468/MHz = feet is more accurate for the HF bands. In the end, we want to achieve resonance and that happens only at a specific length. Remember, wavelength is inversely proportional to frequency. T9A05-2014: How would you change a dipole antenna to make it resonant on a higher frequency? Shorten it Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 62 The Dipole The radiation pattern of a dipole is generally broadside (perpendicular) to the antenna axis. It is semi-directional with most of the energy radiating in a toroidal (donut) shape. Minimal radiation is exhibited at the ends. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 63 The Dipole One caveat to the dipole’s radiation pattern is that it applies when the antenna is mounted high. When lower to the ground it becomes more omnidirectional. T9A10-2014: In which direction is the radiation strongest from a half-wave dipole antenna in free space? Broadside to the antenna Half-wave antennas such as the dipole are sometimes referred to as Hertz antennas. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 64 Efficiency One of the better definitions of antenna efficiency comes from the Institute for Electrical and Electronics Engineers (IEEE): “The ratio of the total power radiated by an antenna to the net power accepted by the antenna from the connected transmitter.” This ratio would be less than 1 and can be expressed in decibels (dB) or percentage. Note that this definition ignores the real power loss (attenuation) in the transmission line (feedline). Antenna system efficiency would factor this in as well. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 65 Efficiency In plain language, antenna efficiency is a measurement of how much transmitted RF power is converted into useful E-M waves (and vice-versa in case of reception). You might also view it as antenna transducer energy conversion loss. A physically impossible 100% efficient antenna converts all RF waves to E-M radiation. An antenna with nearly 0% energy conversion has extremely poor efficiency. Real antennas are something in between these extremes; the more efficient the better. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 66 Efficiency Since efficiency is also a measure of energy loss in the antenna, we should know what causes loss. The principal factors in antenna loss are impedance mismatch and non-resonance. Those are easily controlled by antenna design at a specified frequency. Other lossy detriments to antenna radiation are conductor resistance and dielectric effects. Lost energy is mostly in the form of resistive conductor heating. A warm antenna is an inefficient antenna. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 67 Bandwidth Not to be confused with signal bandwidth (that’s the frequency range occupied by a particular radio emission type), antenna bandwidth is defined as the frequency range over which a particular antenna will perform to a desired level. The performance measurement depends on how it is defined. There is no special yardstick for bandwidth, although there are some widelyaccepted standards. Most practical antennas will perform acceptably well over an entire ham radio band. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 68 Bandwidth Generally speaking, with increased bandwidth come reduced directivity, gain and efficiency. The higher the performance of an antenna (gain & efficiency), the less the bandwidth. Remember, an antenna is resonant at only one frequency. Antenna conductor diameter also plays a role in bandwidth. The larger the diameter, the greater the bandwidth. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 69 Questions? Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Real-World Antennas All this theoretical study of antennas is fine and necessary but in the real world a practical antenna is imperfect. A real antenna system is always a compromise or tradeoff between two or more competing interests: • • • • Bands/Frequencies Directivity & Gain Bandwidth Space Available • • • • Practical Height Cost Stealthiness/Visibility Spousal Approval The ham needs to decide which of these is most important and prioritize accordingly. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 71 Real-World Antennas Ultimate antenna performance is achieved only at the resonant frequency. That’s fine if we only operate at one frequency, but most hams operate on multiple bands and move around within them. One of the bigger compromises a ham will make is choosing wide bandwidth or high performance. Most hams will be happy to have OK performance over a wider range of frequencies. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 72 Real-World Antennas A few hams are blessed to have acreage and money to install tall towers and have a large “antenna farm”. They will have outstanding performance with fewer compromises, assuming quality design and installation. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 73 Real-World Antennas On the other extreme, many hams live in urban or suburban areas with little or no space to install antennas, or have restrictions on what is allowed. These hams will have to limit their bands of operation, use lower power, and use stealth antennas. They will have to compromise quite a bit and experience more modest performance. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 74 Types & Configurations Now we will look at some common antenna types and configurations. The basic description and essential characteristics will be presented. Advantages, disadvantages and other details of these types is beyond the scope of this discussion. The reader is encouraged to research this on their own. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 75 Types & Configurations Standard Dipole Typically half-wave center-fed antenna with two quarter-wave symmetrical elements. Resonant at one frequency (single-band). Three common orientations: horizontal, vertical, and sloping. Sloper ~ Horizontal Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP ~ Vertical 76 Types & Configurations Inverted Vee Common variant to the standard 1/2-wave dipole. The name derives from the orientation of the dipole elements that are supported in the middle and angled down. This dipole occupies less horizontal space and requires only a single center support, which makes it popular for EmComm or field use on HF bands. Inverted Vee Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP ~ 77 Types & Configurations OCF Dipole Half-wave antenna with asymmetrical elements. Feed point is off-center (OCF=off-center fed). Also known as a Windom antenna. Proper design permits multi-band operation. Horizontal, sloping, or inverted vee orientation. ~ OCF Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 78 Types & Configurations Vertical Monopole Derived from the half-wave center-fed dipole, this is commonly known as a quarter-wave (λ/4) ground-plane antenna. The vertical monopole differs from a verticallyoriented dipole in that it does not have a symmetric λ/4-wave lower element as shown below. ~ Vertical Dipole Lower λ/4 Element Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 79 Types & Configurations Vertical Monopole Instead the vertical monopole replaces the lower element by the earth (ground) or a substitute called a counterpoise or ground plane. Vertical Monopole ~ Ground Plane or Counterpoise This is the antenna type used on all mobile (vehicle) and marine (boat) installations as well as with hand-held radios (HTs). Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 80 Types & Configurations Vertical Monopole The counterpoise may be radial wires in the earth (ground-mount). Or they could be sticking out below a vertical radiator (mast-mount). The counterpoise may also be a vehicle chassis, water, or even a human body. Antenna performance is highly dependent on the quality of the ground plane and is often inferior to a λ/4 antenna element. Quarter-wave vertical monopoles are sometimes referred to as Marconi antennas. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 81 Types & Configurations Vertical Monopole As with the λ/2 dipole, voltage (E) peaks at the open end of the antenna. In this case we have only one open end. Current (I) peaks close to the feed point so in this case it would be at the base of the antenna. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 82 Types & Configurations J-Pole Half-wave (λ/2) end-fed antenna also known as the Zepp (originally developed for use on airships with the antenna trailing behind). Features a λ/4 parallel tuning stub (for impedance matching) that forms a J-shape. Slim-Jim version folds over longer element for greater gain. J-pole ~ VHF Jpole Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Slim-Jim Variant 83 Types & Configurations J-Pole Vertically-oriented J-poles are popular for VHF/UHF operation due to improved gain over a λ/4 ground-plane antenna (vertical monopole). Roll-up J-poles made of ladder line or twin-lead cable are lightweight and compact, making them great for EmComm field deployment. Long-wire variants of the J-pole are also popular for multi-band HF use. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Twin-Lead and Ladder Line VHF J-poles 84 Types & Configurations Yagi Directional (beam) half-wave center-fed antenna with two quarter-wave symmetrical elements. Essentially a dipole with extra elements to provide directivity. Officially termed Yagi-Uda (inventors). More commonly oriented horizontally but may be vertical for local VHF/UHF use. 6-Element Vertical Yagi Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP ~ Typical 3Element Yagi 85 Types & Configurations Yagi Directivity achieved through the use of parasitic reflector and director elements. Reflector is slightly longer than λ/2 and there may be more than one. Director is slightly shorter than λ/2 and there may be any number of them. Director Driven Element ~ Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Reflector 86 Types & Configurations Loop Loops are generally grouped into two classes. These will be shown on the following three slides. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 87 Types & Configurations Small Loop The small (AKA magnetic) loop is a fractional wavelength antenna with poor efficiency. This magnetic loop has superior directional qualities and is often used in radio direction finding. Small loops also have excellent electrical noise immunity. Matching requires fine tuning with a large variable capacitor. For this reason it is not often a ham’s primary HF antenna. However, it is well-suited for low-power (QRP) portable use. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 88 Types & Configurations Large Loop The large (AKA resonant) loop is simply a single full wavelength element, λ in circumference. The loop shape is generally round but it does not have to be circular. It can be oval, hexagonal, square or even triangular. Acute angles should be avoided. Round Loop Ovoid Loop Hex Loop Square Loop ~ ~ ~ ~ Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 89 Types & Configurations Large Loop Due to the long lengths required for full-wave antennas, resonant loops need a lot of space. For the 80m band, the loop would be around 270ft long. On 40m the circumference would be 140ft. On 20m you need a 70ft loop. Although multiple turns may be used to reduce the diameter, performance improves with greater loop area. Lower-frequency HF band loops are often relatively low to the ground and horizontally oriented. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 90 Types & Configurations Quads & Deltas Directional (beam) antennas derived from the loop. Usually two-element antennas with parasitic reflector slightly longer than λ. Gain comparable to a 3-element Yagi. Polarization depends on orientation of feedpoint. Quad ~ ~ Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Delta 91 Types & Configurations VHF/UHF Mobile Vertical monopole with the vehicle body/chassis acting as the ground plane (counterpoise). Nominally λ/4 whip for general omni-directional radiation pattern. 5/8-wave mobile antennas are more popular because they have radiation lobes closer to horizontal with relative gain over 1/4-wave. T9A12-2014: What is a reason to use a properly mounted 5/8 wavelength antenna for VHF or UHF mobile service? It offers a lower angle of radiation and more gain than a 1/4 wavelength antenna and usually provides improved coverage Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP ~ Vertical Monopole 92 Types & Configurations VHF/UHF Mobile With the 5/8-wave whip an inductor (loading coil) is added for impedance matching and is usually located in the middle but sometimes at the base. T9A14-2014: Which of the following terms describes a type of loading when referring to an antenna? Inserting an inductor in the radiating portion of the antenna to make it electrically longer Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 93 Types & Configurations VHF/UHF Mobile Most VHF mobile antennas work well on UHF so are often called dual-band antennas. This is unique to the 2m and 70cm amateur bands where the UHF band is 3x the frequency of the VHF band. Antennas are resonant on odd multiples of the wavelength. 70cm (435MHz) is conveniently close to the third harmonic of 2m (146MHz). Radiation patterns are a little different but a 2m antenna generally works for 70cm. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 94 Types & Configurations VHF/UHF Hand-Held Vertical monopole with the human body acting as a capacitively-coupled counterpoise (ground plane). ~ Manufacturer provides fractional-wavelength electrically-short helical antenna with the radio. This “rubber duck” is a poor antenna by most Vertical standards. Monopole Performance significantly improved by replacing factory antenna with λ/4 or 5/8-wave whip. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 95 Types & Configurations There are many other antennas out there with some really interesting names: Bazooka, Discone, Parabolic, Log-Periodic, Beverage, Nord, Helical, Cloverleaf, Bowtie, and others. We could spend hours discussing antenna types but have presented the most common ones that an ordinary ham is likely to see or use. It would be good to investigate the merits and uses of other antenna types on your own. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 96 Transmission Lines An antenna’s transmission line is the feedline (coaxial cable, ladder line, or hard line) that connects the radio to the antenna. Transmission line is in and of itself a significant topic that we will not delve into here. Simply be aware that the feedline is a major part of a complete antenna system along with the antenna and impedance match and plays a crucial role in antenna performance. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 97 Mobile VHF/UHF Considerations Mobile radio generally refers to use in a vehicle, typically a personal car or truck for most hams. Quite useful for EmComm or public service events. A HT can be used in a car with an external antenna but mobile transceivers are greatly preferred for this (more power, better microphone and controls). Ah, the good old days of mobile radio. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 98 Mobile VHF/UHF Considerations Quality of the ground plane (contact resistance, area, uniformity) affects antenna gain and radiation pattern. Antennas are almost always removable by unthreading from the base/mount. Use rain/dust cover when an antenna is not installed. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 99 Mobile VHF/UHF Considerations Mobile mounts come with different connections or threads to match the antenna. This is the buyer’s preference. Consider interchangeability (different antennas on one vehicle or between vehicles). Mobile antenna mounts include a length of coaxial cable. Specify connector type to match radio or use an adapter. The three most common types of mobile VHF/UHF antenna mounts are: Permanent, Magnetic (mag mount), and Lip or Bracket. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 100 Mobile VHF/UHF Considerations Permanent mount is superior when centered and properly installed. Permanent mount involves drilling at least one hole in the roof or trunk of the vehicle. Not all hams are willing to do this. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 101 Mobile VHF/UHF Considerations Magnetic mount does not provide direct contact with counterpoise (roof or trunk); it is capacitively coupled so not as efficient. Small magnets may not stay in place at high vehicle speeds. Recommend 3½” size minimum. Mag mounts also can damage the paint if not used carefully. They also become projectiles in case of a vehicle crash (insurance and liability factor). Recommended for temporary use only, although some hams are happy with their permanently installed mag mounts. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 102 Mobile VHF/UHF Considerations Lip or bracket mounts give better contact to the ground plane than mag mounts. However, they usually locate the antenna away from the center of the vehicle due to their edge- or side- attachment method. For true omni-directional radiation, the antenna should be centered over a large metal surface. Avoid mounting near edges. T9A13-2014: Why are VHF or UHF mobile antennas often mounted in the center of the vehicle roof? A roof mounted antenna normally provides the most uniform radiation pattern Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 103 Mobile VHF/UHF Considerations As mentioned previously, 5/8-wave antennas give superior performance than the shorter ones. Unless you have a practical reason to have the shorter antenna, choose 5/8-wave over λ/4. λ/4 mobile whip on right not much longer than HT whip. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP λ/4 whip on left compared to 5/8wave. 104 Hand-Held VHF/UHF Considerations Hand-held portable radio is quite useful for EmComm and public service events. We have come a long way with radio technology since the 1920s! Next time you want to whine and fuss over carrying your HT around, think of these guys. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 105 Hand-Held VHF/UHF Considerations The factory-supplied “rubber duck” antenna for HTs is a poor performer except over short distances and clear space. It is essentially a coil of wire surrounded by a flexible protective jacket. The rubber duck has 5db negative gain compared to a λ/4 whip antenna. The resulting effective radiated power (ERP) is only 1W with a 5W radio. T9A04-2014: What is a disadvantage of the “rubber duck” antenna supplied with most handheld radio transceivers? It does not transmit or receive as effectively as a full-sized antenna Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 106 Hand-Held VHF/UHF Considerations Sometimes disparagingly referred to as a “rubber resistor,” this vertical monopole’s advantages are short length, a blunt tip, and robustness. The manufacturers have apparently decided that these qualities outweigh performance. Rubber duck performance inside a vehicle is even worse, although a longer antenna may be awkward in a small car. T9A07-2014: What is a good reason not to use a “rubber duck” antenna inside your car? Signals can be significantly weaker than when it is outside of the vehicle Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 107 Hand-Held VHF/UHF Considerations Hams who want better performance will get an after-market λ/4 whip or telescoping antenna . λ/4 HT whip on right compared to rubber duck. Telescoping HT whip on left compared to 5/8-wave mobile antenna. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Telescoping HT whip collapsed, not much longer than rubber duck. 108 Hand-Held VHF/UHF Considerations While the antenna can be improved with a longer whip, vertical monopole performance is limited by the HT’s indirect ground plane. The counterpoise that makes the vertical monopole behave like a λ/2 dipole on a HT is the operator’s body. It is capacitively coupled to the ham’s body through the plastic case and metal shell around the RF circuitry. This indirect counterpoise coupling is not only weak but also highly variable and unpredictable. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 109 Hand-Held VHF/UHF Considerations The good news is that we can improve the counterpoise simply by adding a wire to the HT antenna connection. By connecting a λ/4 wire (~19” for 146MHz) to the antenna connector outer terminal, we create a physical counterpoise in place of the indirect ground plane through the operator’s body. This gives superior performance under difficult conditions and is easy to do. These physical counterpoise wires are known as rat tails or tiger tails due to their appearance. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 110 Hand-Held VHF/UHF Considerations Simply unscrew the antenna, slip the rat tail over the connector and re-attach the antenna. Rat tail counterpoise installation is quick and easy. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 111 Hand-Held VHF/UHF Considerations The rat tail can simply hang down in a gentle arc where it won’t be much in the way of anything. Bonus feature is that you can hold the wire out and point it in the direction of communication. Gain/directivity is achieved by pointing the rat tail. The rat/tiger tail combined with a quality λ/4 whip antenna achieves the best possible antenna performance with a HT while walking around. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 112 Antenna Safety Basic antenna safety involves two primary concerns: First is avoiding overhead power lines or other hazardous energy sources when installing or working on an antenna. RF exposure by contact or radiation is the second issue. T0B06-2014: What is the minimum safe distance from a power line to allow when installing an antenna? So that if the antenna falls unexpectedly, no part of it can come closer than 10 feet to the power wires Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 113 Antenna Safety RF exposure by contact means: Do not touch the antenna elements when transmitting. It also means never install an antenna where people or animals might contact it. RF exposure by radiation must also be considered. Be aware of power levels and frequencies where this becomes a safety concern. Understand Maximum Permissible Exposure (MPE) and the FCC regulations associated with it. T0C07-2014: What could happen if a person accidentally touched your antenna while you were transmitting? They might receive a painful RF burn Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 114 Antenna Safety Many of the Technician license exam questions involve antenna tower safety. Of course, those are important but most hams don’t have climbable towers so we won’t spend time on that topic here. If you have the luxury of an antenna tower, study up on all the rules and procedures for tower safety and proper grounding. T0B03-2014: Under what circumstances is it safe to climb a tower without a helper or observer? Never Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 115 Related Topics There are other topics closely associated with antennas that were not discussed here and would be worth exploring on your own. A more complete and practical understanding of antennas would involve these as well: • • • • Propagation Transmission Lines Impedance Matching Standing Wave Ratio (SWR) • Antenna/Feedline Connectors • Ground Planes • Common-Mode Noise & Filtering • Antenna “Tuners” • Antenna Analyzers • RFI/Noise Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 116 Questions? Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP Acknowledgements Concepts, information and detail taken from the following sources. Nothing was copied directly; it is reference information only: The ARRL Handbook for Radio Communications, 2013 edition. Electronics Technician: Volume 7—Antennas and Wave Propagation, US Navy training publication NAVEDTRA 14092 Why an Antenna Radiates, Kenneth Macleish W7TX, QST November 1992 Understanding electromagnetic fields and antenna radiation takes (almost) no math, EDN Magazine, March 2, 2000 Electromagnetic Radiation Explained (How Radio Waves Are Born), Jim Hawkins K2JHV, hawkins.pair.com/eRadiation.html Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 118 Acknowledgements Select graphics attributed to the following sources: Electromagnetic wave model animated GIF from http://weelookang.blogspot.com/2011/10/ejs-opensource-propagation-of.html. Animation of E-M wave copied from http://hawkins.pair.com/eRadiation.html (note: graphic shown described as misleading). Electromagnetic wave graphic copied from https://en.wikipedia.org/wiki/Electromagnetic_radiation. Standing wave enhancement/cancellation graphics copied from http://www.planetoftunes.com/soundaudio-theory/so_media/standing_waves.gif. Dipole antenna electromagnetic wave interaction and dipole antenna voltage/current distribution animations from Wikipedia: https://en.wikipedia.org/wiki/Dipole_antenna. Antenna polarization copied from Radio Fundamentals found at robrobinette.com. Dipole voltage/current distribution graphic copied from The ARRL Handbook for Radio Communications, 2013 edition Antenna radiation patterns and dipole voltage/current distribution copied from the ARRL Handbook for Radio Communications, 2013 edition. Quarter-wave vertical monopole voltage/current distribution copied from Antenna Voltage, Phase, Power and Impedance Distribution found at Chemandy.com. Unicorn Magic animated GIF copied from http://i.imgur.com/YsbKHg1.gif. Certain photos were copied from the internet with no attributable source. All other graphics and photos are original to this presentation. Understanding Antennas / A Simplified Perspective : Jim Peisker, AF5NP 119