One further thought: You say it drifts several Hz -- that seems like quite a lot, if you are making small adjustments. I'd expect perhaps several tens of mHz at most, although if it was way off when you started, Hz might be possible at the first iteration. I suspect you have a mechanical hysteresis and/or dirty contact problem on the adjustment cap or pot that you need to sort out. If you can post details about the oscillator, someone here may have experience with that particular part and be able give you specific advice. (You are positive it is an OCXO, not a TCXO?)

Best regards,

Charles



 Fred wrote:

I tried making small incremental adjustments but after I am done, the frequency drifts several Hz and then re-stabilizes at a new value.

That is to be expected. Adjusting an oscillator is an iterative process. After a while, you should get a feel for how far it drifts after adjustment, and whether or not the direction of drift depends on the direction you were turning the adjustment when you stopped. In future iterations, you will stop adjusting about that far from the exact frequency and let the oscillator drift onto frequency (instead of adjusting for dead on and watching it drift away).

It would be good to get an educated guess (or information from the service documentation) about what you are turning (i.e., air variable capacitor, compression trimmer, or potentiometer setting bias on a varactor -- and if the latter, whether it is a multiturn or single-turn pot). This information will help you understand how to cope with the inevitable mechanical backlash. If it is a multiturn pot, you should always adjust, then back away just enough so that there is no further mechanical bias applied that might cause further motion of the wiper contact (i.e., put the adjustment screw in the middle of the backlash, biased neither one way or the other). Also, if it is a potentiometer or air variable cap, the wiper (or capacitor rotor contact) may be dirty at the spot where you need to set it -- it is often helpful to exercise the pot or cap by running it significantly farther in both directions than you will need to go to set it on frequency, to try to clean the contact.

You should expect to see significant drift over a period of ten minutes to several hours, then slower drift for days to weeks until the crystal settles into its new frequency. Every crystal is different -- some adjust right up with no fuss (a distinct minority, IME), some you chase for several months (again, a minority IME). Note also that oscillators exhibit some sensitivity to gravitational orientation, so it is best to adjust it in the orientation in which it will be used (or else characterize its gravitational drift and set your target adjustment frequency accordingly). Ovens aren't perfect, so if the ambient temperature around the oscillator is different when the instrument is buttoned up than it is when you are adjusting it, that can introduce another small shift.

How hard it is depends on the accuracy you expect and the resolution of your counter -- it is much easier to get it "spot on" (as far as you can tell) if you are using a seven digit counter than if you are using a twelve digit counter.

Best regards,

Charles





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