Chapter 2
IN THIS CHAPTER
Getting familiar with ham radio gear
Discovering radio waves
Understanding the effects of nature on ham radio
Ham radio covers a lot of technological territory — one of its most attractive features. To get the most out of ham radio, you need to have a general understanding of the technology that makes ham radio work.
In this chapter, I cover the most common terms and ideas that form the foundation of ham radio. If you want, skip ahead to read about what hams do and how we operate our radios; then come back to this chapter when you need to explore a technical idea.
Although the occasional vintage vacuum-tube radio still glows in a ham’s station, today’s ham radios are sleek, microprocessor-controlled communications centers, as you see in this section.
The basic radio is composed of a receiver combined with a transmitter to make a transceiver, which hams call a rig. (Mobile radios are called rigs too.) If the rig doesn’t use AC line power directly, a power supply provides the DC voltage and current.
The topmost image in Figure 2-1 shows the equipment in a station intended to operate on the traditional “shortwave” bands. The radio is connected with a feed line to one or more antennas. Three popular antenna types — dipole, beam, and vertical — are shown. A dipole is an antenna made from wire and typically connected to its feed line in the middle. Dipoles can be held up by poles or trees. A beam antenna sends and receives radio waves better in one direction than in others; it’s often mounted on a mast or tower with a rotator that can point it in different directions. Antenna switches allow the operator to select one of several antennas. An antenna tuner sits between the antenna/feed line combination and the transmitter, like a vehicle’s transmission, to make the transmitter operate at peak efficiency.
You use headphones and a microphone to communicate via the various methods of transmitting speech. If you prefer Morse code (also referred to as CW for continuous wave), you can use the traditional straight key (an old-fashioned Morse code sending device), but more commonly, you use a paddle and keyer, which are much faster to use than straight keys and require less effort. (Morse code operating is discussed in Chapter 8) Connecting a computer to your radio is common and we discuss that later in this chapter.
When you get your entry-class “Technician” license, you’ll probably set up a station like those in the second and third images in Figure 2-1. Many hams install a mobile rig in their vehicle, powering it from the battery. They often use a “mag-mount” antenna on the roof or trunk held on with a large magnet. You can also use these radios at home with an AC-powered supply.
Also, many hams also have a small handheld radio, too. Figure 2-1c shows you some of the common accessories that are available. There are all sorts of batteries and battery chargers. For better range, you can use a mag-mount antenna instead of the flexible “rubber duck” antenna supplied with the radio.
Many radios also have an interface (either COM or USB) that allows a computer to control the radio directly. More and more radios are available with Ethernet ports so that they can be connected to a router or home network and operated by remote control (discussed in Chapter 12).
A lot of programs allow you to control the operating frequency and many other radio functions from a keyboard. They can also keep your log, a record of your contacts. Computers can send and receive Morse code, too, marrying the hottest twenty-first–century technology with the oldest form of electronic communications.
If you use the computer to exchange data over the air, you’re using a digital mode. Figure 2-2 shows two typical digital mode setups. A data interface passes signals between the radio and computer. For some types of data, a computer can’t do the necessary processing, so a multiprotocol controller is used. The computer talks to the controller by using a COM or USB port.
Aside from the components that make up your actual operating station, quite a few tools and pieces of equipment make up the rest of your gear.
Two common types of electrical feed lines connect the antennas to the station and carry RF energy between pieces of equipment:
Most radios and antenna tuners have the capability to evaluate electrical conditions inside the feed line, measured as the standing wave ratio (SWR). SWR tells you how well the power from the transmitter is being accepted and turned into radio waves by the antenna. Most radios have a built-in SWR meter. Having a handheld SWR meter or analyzer is handy when you’re working on antennas or operating in a portable situation.
You can also measure feed line conditions by using a wattmeter, which measures the actual power flowing back and forth.
SWR meters are inexpensive, but wattmeters are more accurate. These devices typically are used right at the transmitter output.
Filters are designed to pass or reject ranges of frequencies. Some filters are designed to pass or reject only specific frequencies. Filters can be made from individual or discrete electronic components called inductors and capacitors, or even from sections of feed line, called stubs. Filters come in the following varieties:
Aside from the equipment, ham radio technology extends to making contacts and exchanging information. You use the following technologies when you use ham radio:
Understanding ham radio (or any type of radio) is impossible without also having a general understanding of the purpose of radio: to send and receive information by using radio waves.
Radio waves are another form of light that travels at the same speed; 186,000 miles per second. Radio waves can get to the Moon and back in 2½ seconds or circle the Earth in second.
The energy in a radio wave is electromagnetic. That is, the waves are made up of both electric and magnetic fields. (A field is just a way of storing energy in space, like a gravitational field that makes you experience weight.) The radio wave’s field makes charged particles — such as the electrons in a wire — move in sync with the radio wave. These moving electrons are a current, just like in an AC power cord except that they form a radio current that your radio receiver turns into, say, audible speech.
This process works in reverse to create radio waves. Transmitters cause electrons to move so that they, in turn, create the radio waves. Antennas are just structures in which the electrons move to create and launch radio waves into space. The electrons in an antenna also move in response to radio waves from other antennas. In this way, energy is transferred from moving electrons at one station to radio waves and back to moving electrons at the other station.
The fields of a radio wave aren’t just one strength all the time; they oscillate (vary between a positive and a negative direction) the way a vibrating string moves above and below its stationary position. The time a field’s strength takes to go through one complete set of values is called a cycle. The number of cycles in one second is the frequency of the wave, measured in hertz (abbreviated Hz).
The wave is also moving at the speed of light, which is constant. If you could watch the wave oscillate as it moved, you’d see that the wave always moves the same distance — one wavelength — during one cycle (see Figure 2-3). The higher the wave’s frequency, the faster a cycle completes and the less time it has to move during one cycle. High-frequency waves have short wavelengths, and low-frequency waves have long wavelengths.
If you know a radio wave’s frequency, you can figure out the wavelength because the speed of light is always the same. Here’s how:
Similarly, if you know how far the wave moves in one cycle (the wavelength), you also know how fast it oscillates because the speed of light is fixed:
Frequency in hertz = 300,000,000 / Wavelength in meters
Frequency is abbreviated as f, the speed of light as c, and wavelength as the Greek letter lambda (λ), leading to the following simple equations:
f = c / λ and λ = c / f
The higher the frequency, the shorter the wavelength, and vice versa.
Radio waves oscillate at frequencies between the upper end of human hearing at about 20 kilohertz, or kHz (kilo is the metric abbreviation meaning 1,000), on up to 1,000 gigahertz, or GHz (giga is the metric abbreviation meaning 1 billion). They have corresponding wavelengths from hundreds of meters at the low frequencies to a fraction of a millimeter (mm) at the high frequencies. As an example, AM broadcast waves have frequencies of about 1 MHz and wavelengths of 300 meters or so. FM broadcast radio has a much higher frequency, around 100 MHz, so the wavelength is shorter, about 3 meters. WiFi waves (WiFi is a radio system, too!) are about ⅛ meter long.
The most convenient two units to use in thinking of radio wave frequency (RF) and wavelength are megahertz (MHz; mega means 1 million) and meters (m). The equation describing the relationship is much simpler when you use MHz and m:
f = 300 / λ in m and λ = 300 / f in MHz
The range, or spectrum, of radio waves is very broad (see Figure 2-4). Tuning a radio receiver to different frequencies, you hear radio waves carrying all kinds of different information. These radio waves are called signals. Signals are grouped by the type of information they carry in different ranges of frequencies, called bands. FM broadcast-band stations, for example, transmit signals with frequencies between 88 and 108 MHz. That’s what the numbers on a radio display mean — 88 for 88 MHz and 108 for 108 MHz, for example. Bands help you find the type of signals you want without having to hunt for them over a wide range.
The different users of the radio spectrum are called services, such as the Broadcasting Service or the Amateur Radio Service. Each service gets a certain amount of spectrum to use, called a frequency allocation. Amateur radio, or ham radio, has quite a number of allocations sprinkled throughout the radio spectrum. Hams have access to many small bands; I get into the exact frequencies of the ham radio bands in Chapter 8.
Radio waves at different frequencies act differently in the way they travel, and they require different techniques to transmit and receive. Because waves of similar frequencies tend to have similar properties, the radio spectrum hams use is divided into five segments:
Ham radio offers a whole new way of interacting with the natural world around us. The movement or propagation of radio waves is affected by the Sun, the characteristics of the atmosphere, and even the properties of ground and water. We may not be able to see these effects with our usual senses, but by using ham radio, we can detect, study, and use them.
On their way from Point A to Point B, radio waves have to journey around the Earth and through its atmosphere, encountering a variety of effects:
One limiting factor for all wireless communication is noise. Certainly, trying to use a radio in a noisy environment such as a car presents some challenges, but I’m talking here about electrical noise, created by natural sources such as lightning, the aurora, and even the Sun. Other types of noise are human-made, such as arcs and sparks from machinery and power lines. Even home appliances make noise — lots of it. When noise overpowers the signal, radio communication becomes very difficult.
Radio engineers have been fighting noise since the early days of AM radio. FM was invented and used for broadcasting because of its noise-rejection properties. Even so, there are practical limits to what transmitters and receivers can do, which is where digital technology comes in. By using sophisticated methods of turning speech and data into digital codes, digital technology strips away layers of noise, leaving only the desired signal.