PLEASE ignore all of Jim's pontification.

I find it curious that Terman ("Radio Engineering"), Kraus ("Antennas"), Johnson ("Transmission Lines and Networks") all use the "meaningless" word "balun" in their books. Clearly, these guys should have consulted with Jim before doing so, because obviously they didn't know what they were talking about.

A transmission line transformer can be as simple as a geometric mean quarter-wave line between two different impedances. No ferrites required. A balun (pardon me, I'm with Kraus) can be a quarter-wave open stub at the feedpoint of an antenna. Collins ("Fundamentals of SSB") calls this a "Bazooka-type balun", but what does Collins Radio know about anything?) Or, it could be a half-wave line connecting the two halves of a dipole. A stub balun can be both a balancing device and an impedance transformer at the same time. And it's nothing but coax. A two-wire line wound around a core might be a common-mode choke, but if it's long enough and different in impedance from the load, then it's an impedance transformer too.

In summary, just removing the term balun from one's lexicon doesn't simplify anything.

And I almost forgot, that N6BV article Jim mentions is titled, "Don't blow up your BALUN."

Wes  N7WS



On 5/22/2017 2:11 PM, Jim Brown wrote:
On Mon,5/22/2017 12:42 PM, Bill Leonard N0CU wrote:
I am no expert when it comes to baluns

You're not the only one. :)

Some important comments. First, PLEASE strike the word "balun" from your vocabulary. It is a meaningless word that tells us NOTHING about the device or circuit element it is used to describe. I can think of nearly a dozen VERY different devices that are CALLED baluns. Use the word "balun" conceals what the device actually is and prevents everyone involved from understanding what it does.

A two-wire line wound around a ferrite core forms a COMMON MODE CHOKE. It is not a "transmission line transformer," nor is it an inductor, nor is it a transformer at all! The ferrite core carries only flux due to common mode current, and loss in the choke is I squared R, where I is the common mode current and R is the resistive impedance of the common mode choke.

Arrays of common mode chokes CAN be wired in series/parallel combinations to match circuits of differing impedance, but that device is NOT a transformer, it is an array of common mode chokes. If we want to know how this array of chokes work, we must analyze them as arrays of common mode chokes, not as a transformer.

A transformer, is, by definition, two windings that are magnetically coupled, and the impedance transformation ratio is the square of the turns ratio. If we want to know how a transformer works, we must analyze it as a transformer. It's as simple as that. The ferrite core carries ALL of the flux, and thus all of the differential power carried by the circuit into which it is inserted.

In general, common mode chokes do NOT affect the differential signal, but there CAN be differential mode loss in the transmission line that forms the common mode choke due to transmission line effects. For example, if the common mode choke is inserted in a badly mismatched transmission line, there can excess loss due to SWR throughout the line, both in the part of the line that forms the choke and in the rest of the line. Below UHF, virtually all loss in real transmission lines is due to I square R; if the combination of the antenna and the line places a current maxima at the choke, that segment of the line can burn a high fraction of the transmitter power, greatly reducing the transmitter power that gets to the antenna and overheating (and frying) that segment of the line. N6BV wrote an excellent applications note about this for QST several years ago, to which I contributed.

It IS practical to model (predict) dissipation in a common mode choke using NEC. A single wire is added to the model with the geometry and physical connections of the transmission line, and the known (measured) impedance of the choke is added as a Load at the point where it is inserted in the system. NEC is then set to model with a defined transmitter output power (for example, 1,500W), and currents are computed. NEC then provides a readout of current at every point on every conductor, and the current in the choke is used to compute dissipation in the choke.

Tutorials at k9yc.com/publish.htm show a practical method for measuring the common mode impedance of ferrite chokes, and for determining values for a parallel equivalent circuit that can provide a good first approximation of dissipation.

73, Jim K9YC

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