Thursday, September 26, 2024

Not Reporting Contest Operating Time

Right up front I'll say that most readers won't find this article of the slightest interest. I've been busy with travel, tower work and family responsibilities and I've hardly even operated recently. After a brief and casual effort in SAC (Scandinavia Activity Contest) CW last weekend and reporting my results to 3830, this topic came to mind as I perused score submissions alongside my own. So why not a brief article on one my observations.

The subject of reporting raw scores during and immediately after contests has long been tainted with controversy, although most contesters pay little to no attention. They don't care, and that's fair. For the most part neither do I. I report my results promptly after contests, and typically submit my log to the sponsor at the same time. 

Opportunities for competitive comparisons have gone further. While I have only participated once while using and monitoring the contest online scoreboard, its popularity is growing. Participation is optional and you can control how much detail is shared. Soon we may have real time scoring. These developments are changing radiosport in many ways and have the potential to make it better and more interesting.

Where's the controversy to which I alluded? Certainly there are some that object to increasing dependence on the internet during the contest, or consider their operating tactics private. However the specific topic of this article has nothing to do with the internet or real time tactics. Rather, it's about disclosure, and how that information can be used by other contest participants. 

It comes down to: how much about your performance and objectives should be available to others? Should early (even real time) disclosure be an option or mandatory, and how can it help or hurt you in the current and future contests? There are major contests like CQ WW where your submitted log becomes public after the final results are published. So if you enter you must agree to this. Others can analyze your log for insights, but only long after the contest is over

Disclosure and public logs are not the norm for the majority of contests. Many choose not to disclose anything. As mentioned, real time contesting will greatly increase disclosure, and that can help or hurt your competitiveness. Do you want others to know that you are doing poorly on 80 meters, that you can't maintain a high rate during big openings, when you take off times, or what category you've entered?

I have no answers. All I can say is that more disclosure is the trend. Get ready for it since, if you contest, you will be affected. If not today then soon.

That's a long preamble for a short article. So let's get to the one aspect of disclosure I want to talk about today: hours of operating time in a contest. At a glance it discloses your rate by simply dividing QSOs by hours. Or does it?

An important measure of your performance in a contest is rate. At it simplest it is the ratio of QSOs to time, typically average contacts per hour. Higher is better if you are competitive. But too great a focus on rate can hurt if you spend less time hunting for multipliers. It's just one metric in a complex calculation of performance.

It can be very illuminating to compare your rate to others with similar or better stations in your area. If you're that station, your on time disclosure helps them to assess their relative performance. The comparison can help you, and other participants, to address shortcomings in future contests, if that's your objective.


This is a screenshot from 3830 a few hours after SAC CW ended Sunday morning. Most operators reported their operating time. I did not. Am I avoiding disclosure of my performance from other participants to give myself an edge? After all, I now know something about their contest performance that they do not know about mine.

The answer is: no. Lack of disclosure can have non-nefarious reasons. My reasons for not reporting operating time in this particular contest are as follows:

  • I don't know
  • I don't care
  • It doesn't matter

This is typical when I operate casually in non-major contests.

Why don't I know? On time is calculated by pretty well every contest logging application. I use N1MM+ and it is easily selected from a drop down menu. The answer to the question is that I didn't look. Which brings me to the next two points in the list.

I didn't look because I didn't care. That requires an explanation. Even during a casual contest operation it is useful to look at the rate and to select operating hours when propagation and activity is best. I do that in some casual contests but not all. When I do I usually report my on time, since I monitor it and use it to measure my performance. It can provide useful feedback during casual and part time efforts even though a full time effort will typically result in a lower rate since, eventually, you run out of stations to work or you need to move to bands where contacts are more difficult.

The issue is that on time has a common meaning in addition to the definition specified in the contest rules. For example, if I operate for 15 minutes, step out of the shack for 20 minutes and then operate another 40 minutes, by the common meaning I operated for 55 minutes. In almost every contest there is a minimum off time period, typically 30 or 60 minutes. Therefore, per the rules, my on time was 75 minutes; the 20 minute break counts as on time. N1MM+ and other contest loggers use the definition in the contest rules.

That's how I operated SAC: operating for a bit, wandering out of the shack to do other things, then do a bit more operating. I did this without paying attention to on and off times. Therefore the software would calculate a time that does not represent my chosen pattern of activity. That time calculation is not personally useful to determine rate or anything else of consequence. 

The contest sponsor will calculate an on time from the submitted log in accordance with the rules. That calculation should match the time calculated by the software. Therefore it, too, is of no use to me. I ignore both.

Even if I had been competitive the on time calculation does not impact ranking in the contest results. In a contest like SAC where you can operate for the full 24 hour period, your choice to operate less is irrelevant. Rate doesn't enter into the ranking determination; only your score matters. That is why my third reason is that it doesn't matter.

In contests like NAQP and CQ WPX where single ops are limited to 10 out of 12 hours and 36 out of 48 hours, respectively, on time does matter. I pay close attention in those contests, seeking to maximize on time without exceeding the limit. Indeed, selection of off time is determined by contest strategy.

In major contests like CQ WW where there are no time limits it is still very useful to know your on time since endurance is a factor in participants' performance. The contest is 48 hours but if I can only physically tolerate operating for 42.5 hours, that matters. Therefore I track the time and report it.

I am not shy about disclosure when it matters.

I know contesters that deliberately hide whatever metrics about their contest entries that they can. Or they will wait until the log submission deadline. As more contest sponsors publish submitted logs after adjudication and publishing results, disclosure can be delayed but not prevented. 

I know a few of the reasons some do this but that's a topic I am not prepared to delve into. I've heard what I consider both good and bad reasons, keeping in mind that these are matters of personal judgment where there can be a diversity of opinions.

Tuesday, September 10, 2024

QRG.000

In the old days we had technology called "analogue". Our radios depending on it. Oscillators oscillated and ruled dials marked where we listened and transmitted. Or so we hoped. Calibration was mandatory, but with calibration standards of varying reliability we mostly just crossed our fingers when a rare DX station showed up near the band edge. With less stable oscillators, our VFOs might drift out of band while our attention was on the business at hand.

Analogue is mostly gone, pushed out by digital. Gone are the ruled dials and the frequent need for calibration. When the VFO says "21.033.91", we believe it. Indeed, if I arrange a schedule with you on 24.938500 MHz, we can both spin our VFOs to that frequency (or type in with a keyboard) at the appointed time and we'll find each other. We probably won't even have to twiddle the knob to make our voices recognizable on SSB.

Modern technology is a marvel. But being able to set up a sked at 24.938500 MHz is awkward; there are too many digits to remember. So most hams round it off to 24.938 or even 24.940 MHz to get rid of those pesky rightmost digits -- zeros are useful for doing that. Frequencies are much easier to remember when you can mentally ignore the trailing zeros of a precise frequency. 

Of course that reduces the available sked (or DXpedition) frequencies but, well, the bands aren't as crowded as they one were. If you run into QRM you QSY 5 or 10 kHz, precisely, and carry on.

That may be fine for skeds and DXpeditions, but what about other activity that isn't on repeaters, nets, digital watering holes, etc.? What should I do when I call CQ? Many hams will very carefully adjust their VFOs to, say, 28450.00 (or 28450.000) kHz and make their call. Only rarely will that least significant zero flicker, suggesting a drift of ~0.03 ppm or, more likely, a stray pulse from the optical encoder.

When you click a DX spot on the band map you are almost assured that you will hear the station if propagation cooperates and the spotter didn't make an error when manually typing the frequency. But few do that anymore, letting the software read the frequency, automatically round it to nearest 100 Hz and then broadcast the message around the globe. 

Even if the frequency is slightly wrong, you can assuredly wager that the majority of the click-and-call stations will all be zero beat, defying the DX operator to pull a call out of the bedlam. Oscillator calibration is that good. It's so bad that some software applications apply a random offset to the spot frequency to prevent zero beating.

That's one negative consequence of digital precision and there are others. Consider the station choosing a frequency on which to call CQ. An excessive zeal to punch in all those rightmost zeros can have unexpected effects. Most receivers inherently have spurious signals (birdies) and many stations must deal with RFI sources. Birdies are usually not on exact kilohertz frequencies, but many RFI sources are. These can come from various electronics or from commercial transmitters (e.g. AM broadcast), the latter of which do often operate on round number frequencies such as 910 kHz.

Notice that last frequency -- its second harmonic is within the CW DXing sub-band at 1820 kHz. Many of us have weak or strong signals on frequencies like that. Call CQ on exactly 1820 kHz and many station will hear you zero beat that AM carrier harmonic. It happens more often than you might believe. The smart operators deliberately choose a frequency that is not an exact kilohertz. They know that they will have better "luck" being heard.

I wonder, as do many others, why so many hams choose to "channelize" themselves when it is completely unnecessary? Is there an aesthetic to the practice that lesser mortals are incapable of comprehending? Are zeros pretty? I suppose beauty is in the eye of the beholder.

It's gotten so bad that I tend to do the opposite, deliberately. I'll pick a frequency like 21249.12 kHz to call CQ. A surprising number of stations will call me at 21249.00 kHz and then wonder why they are having difficulty copying me. I shrug and dial in the RIT when necessary.

The practice of channelizing is uncommon in contests. When the band is packed with signals you rarely have the luxury of choosing a round number to start your run. You narrow the filter and squeeze your way in between a couple of big guns to make your call. Those non-zero least significant digits are ignored for those 24 or 48 hours.

In our technological society we build exceeding complex devices and use them to improve our lives. Hams are no different. It is perhaps not surprising that the way we operate is influenced by that same technology, just as much as a pedestrian who blindly stumbles into the roadway with eyes fixed on their phone.

We can precisely set our frequency, and for many that means we must precisely set the frequency. Round number are attractive to many. I enjoy watching how technology affects people. It can be amusing. It's a guilty pleasure of mine.

Thursday, September 5, 2024

40 Meter Wire Inverted Vee Reversible Moxon

My 40 meter rotatable reversible Moxon project is progressing well. However, it is not an antenna that most hams could contemplate building and raising. Recently a friend decided to build a fixed direction version of the antenna with inverted vee wire elements. It can be a good choice since it's lightweight and the two most important directions for contesting in this part of the world are northeast (Europe) and southwest (US). I therefore thought it worthwhile to spend some time evaluating its performance, in at least one configuration.

Years ago, I worked through the performance and construction of a variety of 40 meter wire yagis. This is an opportunity to add one more design concept to that old pile. I've avoided modelling this antenna in the past because the 90° corners are not accurately modelled with NEC2. It's close but it would require adjusting wire lengths after construction. NEC5 does better, and I will be using it throughout this article. It integrates very well with EZNEC.

Before we start, it may be helpful to mention general points about 2-element yagis with a reflector. These include wire yagis, Moxon rectangles and rotatable aluminum yagis, with loaded or full size elements.

  • Maximum gain occurs below the lowest frequency within which the SWR and F/B are optimum. For most 40 meter antenna designs intended for CW use, the target frequency for maximum gain is typically between 6.950 and 6.975 MHz.
  • Gain bandwidth is narrow. Although the maximum gain looks good -- typically around 7 dbi in free space -- gain in excess of, say, 6 dbi is typically less than 100 kHz on 40 meters. It is a pet peeve of mine that this is rarely mentioned when compared to yagis with 3 or more elements.
  • Gain is reduced when the elements are not straight and parallel λ/2 lengths. This applies to Moxons, yagis with loaded elements (coils, capacitance hats, etc.) and elements with any bends. It is equally true of the antenna presented in this article.
  • Inverted vees have a higher angle of radiation and greater ground loss than dipoles with the same peak height, including when they are incorporated into yagis. 
  • 2-element yagis "see" the ground more strongly than yagis with more elements at the same height because there is more radiation directed up and down. A height of 20 meters for all parts of a 2-element 40 meter antenna reduces ground interaction to near negligible, but elements that bend downward, closer to ground, such as inverted vee elements, affect antenna performance.
  • Copper wire elements have more loss than aluminum tubing. Depending on the antenna design, wire yagis have 0.2 to 0.3 db less gain due to resistance loss. The loss is higher at frequencies near maximum gain where the radiation resistance is especially low. For 2-element yagis with a reflector (including Moxons) that is at the bottom of the frequency range.
  • Tuning of wire yagis is sensitive to wire gauge, material, insulation, proximity to obstructions and metal used for utilities and house infrastructure, and height of the element ends.

To simplify the design process I will begin with an ordinary Moxon rectangle in free space. It will be symmetric. which is necessary to reverse it and preserve performance. There is an implied switching system at each element centre, which will be described further below. Once that antenna model works as intended, the elements will be rotated to form inverted vees, and the required adjustments made. Only then will ground be added to the model. Proceeding in steps may take longer but typically leads to more predictable and better results.

Modelling the antenna with inverted vee elements and ground from the start complicates the process. Scaling elements that are not parallel to the X, Y or Z axis can make it difficult to maintain desired angles, lengths and see the impact of ground. Doing it is stages really takes no longer and we get to see the impact of bending the elements and the ground on performance. For a similar 40 meter wire "diamond" yagi, I wrote a spreadsheet to simplify the process. Here I'll do it differently, as will be described below.

The model at this point has the following parameters, which are in range of what is typical for Moxon rectangles:

  • Boom length: 5.6 meters (0.13λ at 7.1 MHz)
  • 12 AWG (2 mm) bare copper wire
  • Element length: 15.04 meters
  • Each right angle leg: 2.65 meters
  • Gap between element ends: 30 cm
  • Reflector element coil inductance: 1.25 μH
  • Gain at 7.0 MHz: 6.33 dbi (free space), which falls to 4.6 dbi at 7.3 MHz
  • F/B: 10.5 db at 7.0 MHz; 30 db at 7.1 MHz; 20 db at 7.2 MHz and 9.5 db at 7.3 MHz

The SWR is pretty good, but it could be better. I did a little optimization -- coil, boom length and element tip gap -- and I was able to lower the SWR slightly, at the expense of 0.1 db of gain. However, these changes are negligible and we can expect greater effects once the elements are folded into vees. The exercise was interesting but arguably inconsequential. Note that I calculated the SWR down to 6.95 MHz to highlight the impact of a low radiation resistance where gain is maximum.

Overall, the measured performance is about what one can expect from a wire Moxon. Making it symmetric and reversible has little impact. That's good.

I split the elements at the centre to make it easy to fold them into a vee shape. It is not my intent to try every possible interior angle, settling on 120° as the most common choice and one with typically good performance. Angles of 90° and less are strongly discouraged for any inverted vee or yagi made from them since the fields between element legs increasingly cancel. The interior angle will be less than you expect due to wire sag, so keep that in mind when you lay out the antenna on your property.

The lower radiation resistance reduces gain and can make matching to 50 Ω more difficult. This is a Moxon so we don't want a matching network at all!

The first change was to rotate the elements by 30°. There are significant differences. First, the SWR curve improved slightly. However, as expected, the operating range shifted upward by about 50 kHz. Also expected, the gain and F/B declined. At the bottom of its range, which shifted upward to 7.05 MHz, gain fell to 6.05 dbi, a reduction of about 0.3 db. F/B bandwidth remains wide, typical for a Moxon, but it never gets as good as for the rectangle. (You can scroll down if you want to see the performance comparison in a chart.)

A slight gain improvement of 0.05 db was achieved by decreasing the coil inductance to 1.2 μH, at the expense of a slightly worse SWR. Increasing the coil to 1.3 μH did the opposite, decreasing gain by 0.05 db and improving the minimum SWR to almost 1.0. Leaving it at 1.25 μH seems to be a good compromise. That said, environmental interactions will likely have a greater impact than small adjustments such as this.

Scaling a Moxon rectangle is not trivial. Each dimension has a unique role, and those roles must be respected when the scaling is performed. Yes, you could simply scale every dimension but the results might not be what you expect. Consider these points:

  • The gap between element ends is critical to the Moxon rectangle's unique performance. I try to keep this dimension constant once I've decided on the geometry for a particular frequency. Small changes are okay but there can be surprises.
  • Radiation is from the long parallel sides of the rectangle. Longer is therefore better. The fields of the symmetric and opposite inward legs largely cancel. Proper scaling requires that the ratio of their lengths is kept constant, but doing so requires changes to the boom length, element tip gap or both. Again, small changes usually have small consequences.
  • The wire gauge also must be scaled for an accurate result. However, for small changes the effect of wire diameter is negligible and can be ignored.

For this design I kept the gap of the Moxon rectangle (gray) constant (green circle): 30 cm. Note that the scaling options have been exaggerated in the diagram. All show an increase in the size (lower frequency), but the opposite scaling should be obvious. Since this antenna is a reversible Moxon with symmetric (identical) elements, one scaling calculation applies to both elements.

In option A (red) the boom length changes but not the rectangle's long sides. In option B (blue) all dimensions are scaled equally. Both change the basic geometry of the rectangle, which can be detrimental when referenced to a fixed frequency. My preferred option is C (orange) since the boom length and inward legs are kept constant. 

All that said, it is reasonable to argue that this is much ado about nothing since the scaling factor in this case is small and therefore so is the potential performance impact. In practice the scaling option is more likely to be driven by construction and environment constraints, and that's perfectly fine.

You could bend the long sides inward as I did for the 2-element diamond vee yagi that I referenced earlier but that, too, alters performance, and not for the better. It is an option that may be appealing when the dimensions must be adjusted once the antenna is in place. The boom length may be more difficult to change.

Shifting the antenna's frequency range downward by 50 kHz requires lengthening the element by approximately 0.8%. The length was therefore added to the long sides. Adding 1% is even better since we are not changing the lengths of the inward legs; that is, the wire length changes are made in the long sides. 

The long side half-elements were increased from 7.52 to 7.59 m. A small increase of the reflector coil inductance to 1.3 μH slightly improved the free space SWR and put the frequency range where I wanted it, and equal to that of the horizontal (conventional) wire Moxon.

Gain and F/B of the inverted vee Moxon are lower. The gain reduction was expected but I was unsure how the F/B would be affected. The SWR bandwidth is roughly equivalent, which is one of the main attractions of the Moxon rectangle.

The reason for the gain reduction in free space is dominated by field cancellation due to the bending of the elements. That is expected behaviour for inverted vees. There is a small but negligible increase of wire loss. I did not delve deeper into the calculation to determine why the F/B declined. It has approximately the same shape across 40 meters but with lower numbers.

The differences are not huge. Gain of the inverted vee wire Moxon increases towards the top of the band but is otherwise within 0.5 db of the horizontal wire version. F/B is even closer except for 100 kHz mid-band where the horizontal wire Moxon excels.

Out of interest, I added figures for the rotatable reversible Moxon that I am currently building (T-hat in the charts). Its gain compares favourably while the F/B is little better than the wire inverted vee Moxon. This is despite the negligible wire loss of aluminum tubes. Performance of the rotatable reversible Moxon is also somewhat reduced by the large T-shaped capacitance hats that keeps the elements short in comparison to the copper wire Moxon antennas modelled here. 

The SWR curves for all 3 antennas are close enough that I did not bother to plot them.

Those performance figures are for free space. When placed above real ground, the impact will be about the same for the rotatable Moxon and the horizontal wire Moxon. However, that is not the case for the one with wire inverted vees. 

The elevation plot compares the wire reversible Moxons at a height of 20 meters (λ/2), which is a good height for a 40 meter yagi. They are more similar than might be expected from the free space figures. Ground in these models is EZNEC medium ground.

Expect the relative performance of the inverted vee Moxon to decrease at lower heights and to approach that of the horizontal rectangle at greater heights as the influence of ground increases or decreases, respectively.

Let's move on to several construction details. These are suggestions rather than rules so feel free to improvise. First up is the boom. 

If the antenna is mounted on a tower, the approximately 5.6 meter long boom could cause problematic interaction with other antennas on the tower. A non-conductive boom is preferable but difficult to make strong enough, even with a rope truss. A stiff fibreglass joint between aluminum tubes will halve the conductor sizes and greatly reduce interactions with all but 6 meter antennas. Alternatively (as one friend of mine has done), use a short aluminum boom with ABS tips (or other non-conductive materials.

The second item is tying down the ends of the inverted vee elements. Although the antenna is mechanically complex compared to a conventional wire yagi, there is at least one method that is quite simple. A rope connects insulators at the element tips. The outward tension of tie-down ropes from the rectangle corners stabilizes the geometry and is as strong as the ground anchors. Trees or other convenient supports can be used to keep the ropes out of harm's way.

Finally, there is the switching system. A total of 3 DPDT relays are required, one on the boom and one at each element. SPDT relays cannot be used since both conductors of each coax section must be switched. The boom relay switches the 50 Ω feed line to what is the driven element for the selected direction. The default direction for the Moxon should be the one that is used the most. The lengths of the coax to the elements are not critical and do not need to be equal. The element relays select a series coil (to make the element a reflector) or the 50 Ω coax to the boom relay. 

Coil Q is not critical since its inductance is small. Even so use a coil design program such as K6STI's Coil to ensure a Q of at least 300. That's a reasonable design objective. For example, a coil that is 1.5" long, 1.5" diameter, 7 turns and 10 AWG copper wire, with 1" leads, has an inductance of 1.3 μH and a Q over 400. It should be enclosed to prevent rain and ice from affecting its characteristics.

In the default direction all relays are idle, using the NC (normally closed) positions. When the antenna is reversed, all the relays are energized so that the NO (normally open) positions are used. The control cable may be able to use the common ground (coax shield and/or tower), depending on how your station is wired. It can be dispensed with entirely using a bias-T circuit. Be sure to use relays adequate to the power level in use and never hot switch the relays.

A common mode choke can be integrated in the enclosure for the boom relay, or you can place one at each feed point on the short connecting coax runs to each element. The former should work well since the less than 3 meters of connecting coax is likely to have a high common mode impedance at 7 MHz.

I hope that this article has given you a few ideas to consider should you want a reasonably simple antenna with gain for 40 meters. As I mentioned at the beginning of the article, a friend of mine is building this antenna and I am curious to learn how well it works. The boom and switching system are installed but he might have difficulty fitting the wires within the property lines.

Saturday, August 31, 2024

Waterfalls: The Band at a Glance

Once upon a time, we had VFO knobs. When you wanted to explore the bands you spun the knob for a voyage of discovery. You would gradually tune in stations, usually CW or SSB, with the filters wide so that you didn't miss anything. Many of us did the same thing outside the ham bands, often before becoming licensed, finding various military and commercial communications circuits and modes, broadcasters and much more. Spinning the big knob was a gateway to the magic of radio.

Now is the age of the SDR. Instead of spinning the knob, we can view a large swathe of spectrum at a glance. See something interesting? Click the mouse and there you are. But, in most cases, you must still listen to learn what you've found. If you integrate spotting networks and skimmers with your SDR that may not be necessary since the signals can be labelled on the spectrogram. Contest software like N1MM+ has this feature when coupled with a modern transceiver.

Has something been lost with modern technology? Certainly there was the magic of discovery before we had sophisticated receivers and displays, or the global internet. As Bob Locher W9KNI wrote in his seminal work, The Complete DX'er, that there is an art to listening: care, diligence and research to know what to expect. There remains a role for this style of operating, though it is far less common than it was. 

Despite the nostalgia I don't really miss the old ways. The reality could entail hours of drudgery scouring the bands for interesting stations, finding the rare ones, calling DX for a long time on an open band because no one stumbles across you, and not knowing what was there to be found or if there was propagation at all. I appreciate modern technology for optimizing the use of my time.

Early spectrum displays were not very good. The first were manually configured with knobs and buttons, the bandwidth was whatever the narrow IF could pass, the display was instantaneous only without a progressive view (waterfall), and there was no possibility of computer integration. An example is the SM5000 add-on to the FTdx5000. I have one and it is pretty well useless for spectrum monitoring.

That changed when I purchased the Icom 7610 transceiver. The waterfall display is a tremendous operating aid; that is, once you figure out how to configure it -- the user interface could use some improvement, yet some are worse (e.g. Yaesu FTdx101). Luckily I had my 7610 configured by a guest op familiar with the rig. I was annoyed until I saw that his choices were good ones. I've kept it the same ever since.

Many hams connect their 7610 spectrum scopes to an external display or to their computers. I prefer to leave it where it is since it's works well for my purposes and I strongly dislike the addition of more displays or the additional demand for display "real estate". In this article I'll talk about how I use the 7610 spectrum display (waterfall). My preferences may differ from yours, and that's okay since my operating interests may not be the same as yours.

This waterfall is similar to the one I showed in my first article about the 7610 (link above). During a busy contest the waterfall is an excellent way to find holes where you may be able to run. However, always send "QRL?" first! Even with the time axis of a waterfall you can miss a lot of activity that you might not hear at first, such as for signals that scroll off the bottom of the display. The 7610 has a coarse scroll adjustment that could be better.

A spectrum display without the time axis -- that is, a waterfall display -- is very poor for locating clear frequencies. Yet many try, and they do it without checking for occupancy before punching the CQ key. An instantaneous display, even one with time averaging, is inferior in comparison to a waterfall. Aside from the averaging time there is the problem of noise. A momentary broadband impulse can render the averaging display useless for 5 seconds or more. On a waterfall it's an innocuous horizontal line.

My contesting has benefitted since becoming a "big gun" because I run much of the time, and finding potential run frequencies can go slowly without a waterfall.

Not all of us have clean signals. There are key clicks on CW and splatter on SSB. Examples are shown in the panels on the left (14017 kHz) and right (14250 kHz). These are easy to spot in the waterfall. When interference is heard, all it takes is a glance at the display to know who is responsible. The ability to inspect the band all at once can be occasionally depressing due to the large number of poorly adjusted transmitters. 

Not everyone is aware since they can't hear (or see) their own transmitted signals. They may be unaware since they use rigs with poor transmitter IMD or fast CW rise times, or they don't know how to adjust them, merely accepting the defaults (often terrible) or what they believe to be correct practice. In many cases the rigs are fine but their amplifiers are over-driven.

The middle panel is more interesting. That is a CW signal if you can believe it. It was raspy and wide. My guess is that it is a home brew transmitter or an ancient and misbehaving boat anchor. Decades ago this was not such an unusual signal! It is a surprise when it is heard in the 21st century.

The SSB signal at right is perfectly clean. It drew my attention because it could be made better. Notice the large peak at low audio frequencies and relatively weak higher frequencies. This is typical of an adult male voice. Unfortunately it is not great for effective radio communication. 

Most modern rigs have audio equalizers and they should be used. A few tweaks of the equalization can attenuate that non-intelligence carrying and power robbing bass resonance and enhance the critical speech frequencies between 300 Hz and 2000 Hz. Notice that I receive with a slightly narrow filter on SSB since it removes splatter from adjacent stations without loss of readability. During phone contests I narrow the filter even more.

Many have noticed the increasing dearth of signals on our HF bands. What activity there is has concentrated on narrow channels for digital communication. This has attracted the attention of non-ham actors; that is, intruders. They have always existed, and not just on the amateur bands, it's just that they seem more common than before. It could also be because of the prevalence of SDR and waterfall displays -- with a large view of spectrum the intruders stick out more than they do with a VFO.

On the right is one example. It appears to be a dense digital signal of some kind. This type of intruder is quite common, both in our bands and just outside the band boundaries. They tend to avoid our spectrum during contest weekends, probably because the "interference" affects their operations. The intruders may be government actors, criminals or ordinary citizens.

Other common examples include OTH radar, SSB and AM commercial and personal communications, narrow band data modes and non-standard modulation. That only touches on the problem. HF still has value to many despite the global availability of the internet. Interfering with hams carries lower risk than operating elsewhere.

Waterfall displays on a relatively empty portion of an HF band can be disturbing when they show many intruders that you might not otherwise notice. Yet they're there and it's better to know about it than not. In most cases you'll have to work around them, unfortunately, and waterfalls help with that. I've used the 7610 waterfall to do just that.

There are many mystery signals to be found on our HF bands that may be intruders but are more likely electronic noise, test equipment, unintentional interference from conventional users (e.g. science experiments). The waterfall sees them all. Examples include an antenna analyzer or VNA sweeping an operational antenna, electronic sensors, RFI from devices in our homes (my heat pump does that when set to cooling), and so much more. I could not easily capture screenshots of them before publishing this article.

Other signals captured by the waterfall.are all kinds of "swishers" that quickly sweep across the band leaving only a momentary sound in the headphones. There are slowly drifting electronic signals (likely RFI), harmonics or spurious emissions from unknown transmitters. You can watch (mostly digital) signals gradually drift due to oscillator instability, especially on the higher bands like 6 meters. Again, I took no pictures for this article but you'll surely recognize these if you use a waterfall display.

In contrast to the disheartening information that waterfalls bring to our attention, there are many benefits, and not just for finding run frequencies. These are a few of the ways I've used the waterfall display:

  • Propagation at a glance. I tune to a band, flip through the antennas pointed in various directions, and I can instantly learn the state of the propagation. That is, if there is any activity. 
  • Locate and resolve noise and interfering signals.
  • Discover the onset of aurora when signals experience Doppler spreading.
  • Navigate a DX pile up by sight and not just by listening. I can see the holes where no one is transmitting, and those can be good places to drop my call.

You can likely think of other examples that you've used since acquiring a rig with a spectrum scope and waterfall feature. Now that I have one I can't imagine living without it.

Tuesday, August 20, 2024

Superfox and DXing

The Superfox name is not unique to WSJT-X. I didn't know that until I did an internet search for sites and images related to it. Although it isn't true that there's nothing new under the sun, this is so obvious a name for many reasons that I should not have been surprised by its commonality. 

I included an appealing image that my search uncovered. Considering the public availability of AI image generators it is surprising that these tools aren't used more often by hams as a way to create icons for our increasing software-centric hobby. If nothing else, it adds levity to discussions about new technology entering our hobby.

After I used the FT8 Superfox mode for the first time it spurred a few thoughts that I'd like to share. In this case it was to work N5J on 80 meters.

Although I prefer to work new DXCC countries on CW, that isn't always easy or convenient since most DXpeditions now devote more time to digital modes. Whatever you might think of it, digital has become more popular for HF DXing than CW and SSB. DXpeditions quite sensibly devote time to the modes and bands where there is demand. Digital is also beneficial to lightweight DXpeditions such as N5J, and to the majority that have small stations and are chasing them.

One night last week I happened to wake up before dawn. Instead of going back to sleep I padded down to the shack to see if N5J was active on CW on the low bands. With my 160 meter antenna unavailable during the summer, my objective was 80. But they were on FT8 instead. I got up to leave and then thought, what the heck. So I sat down and gave superfox mode a shot.

It was a simple matter to activate superfox since my version of WSJT-X supports it. I tuned to 3567 kHz and saw this:

On the spectrogram/waterfall their signal makes very little impression. If you listen, it sounds like the soundtrack of a 1950s sci-fi movie with its staccato series of seemingly random tones. The software decoded N5J, the superfox, however, the mode seemed vulnerable to noise. When it couldn't decode it couldn't decode any of the multitude of messages transmitted. That's unlike multi-stream FT8 where each stream is independently decoded.

I waited a minute for the noise to disappear -- probably software misconfigured by a caller -- and they were quickly logged. The 3-element vertical helped even though I limited myself to 100 watts. A friend with a smaller station was calling at the same time and got through a few minutes later.

It was easy. Was it too easy? Have DXing awards become a participation pin for just showing up rather than a sign of skill and achievement? With superfox, "verified" foxes will also reduce the risk of working pirates, something that often happens on FT8 and CW.

I don't know how to answer those questions, and I doubt the glib answers of the self righteous. But consider the progression we've made in the DXing art in the past 10 or 20 years:

  • Local and then global DX spotting networks
  • Real time communication by DXpeditions of their operating frequencies
  • Real time log confirmations
  • Large, well-financed DXpeditions that exceed 100,000 contacts
  • Digital modes to level the playing field: pile-up opportunities for smaller stations
  • Multi-stream and superfox for high digital rates

These advancements call into question the value of a QSL or DXCC certificate. After all, if everyone can work 'em, does the value of a DX award decline? Superfox mode accelerates the trend in two ways: more stations can be worked within the same time and resource budget, faster than CW or SSB, and getting those coveted band slots requires only a modest station investment and a few clicks of the mouse. FT8 ain't so slow any more.

I am not a curmudgeon: superfox is a marvel of logistics and technology. I applaud the technological advancements in our hobby. It's inevitable and will only continue. But I have to wonder whether DXing and station building are skills that have reached an inflection point. When reaching the stratosphere of DX achievement is far less difficult than it once was, is it a worthwhile endeavour?

Many (most?) hams enjoy working DX yet have no desire to build a big station or to devote a lifetime to reach DXCC Honor Roll. Technology brings it within reach. Does it matter that it takes far less time and effort than in years past? Probably not if the participants are enjoying themselves. It appears that they are.

One old timer of long acquaintance is using digital modes to close the gap to earn the 2500 endorsement for the DXCC Challenge award. Working N5J on FT8 superfox brought him a little closer. Most older DXers that I know have adapted very well to digital modes, often with enthusiasm. Digital modes are not being shunned by older hams, it is just that a hostile minority speaks loudly.

I've become a reluctant superhound.

Thursday, August 15, 2024

U-bolt Threads and Strength

This is a topic that is not one of the most exciting that I've written about in this blog. Yet it is important since fasteners of all kinds are found in our stations. Even if you never build your own towers and antennas, a little knowledge can go a long way. That said, I'll proceed to bore most of you.

Cutting threads onto a blank bolt shaft weakens the bolt by removing material. The effective cross-sectional area has been reduced approximately in proportion to the new minimum diameter measured at the bottom of the threads. The amount of material removed depends on the bolt size and thread standard. Since a bolt without threads isn't too useful, we need to learn how to take their effect into account when choosing bolts.

A chain is only as strong as its weakest link...

...is an old saying that we use for subjects as diverse as industrial supply chains, military forces and marriages. It can also be applied to threaded bolts.

The weakening of the bolt due to the threads is not a problem in itself since you must calculate the required fastener strength (cross section and material grade) for your application. In our case the most common applications are towers and antennas. Since few of us design and construct the towers in our stations (we only assemble and erect them) that leaves us with antennas. A far larger number of hams design and build yagis, and that entails selection of many kinds of fasteners.

The style of bolt pictured above is very common. For shear applications, such as the bolts for splicing (joining) tower sections, the load is carried by the short blank shaft under the head. The threaded shaft carries no load other than that needed to keep the nut in place. Threads are more important for axial loads.

There are many styles of specialty hardware where the thread size is greater than the shaft size. For example, the guy yokes for my large towers have ½" shafts and 9/16" threads. This keeps the fastener strength that of the ½" shaft throughout since the diameter across the thread bottoms is approximately ½".

I was reminded of u-bolt specs when I was recently shopping for small stainless u-bolts for my latest antenna project: a 40 meter reversible Moxon. I ordered online from a vendor I hadn't dealt with before. The company was reputable and the specifications and price looked good. I had a close look at them when they arrived, as one should when dealing with a new supplier.

Compare the photos of the hex-head bolt and u-bolt. In the former, notice that the shaft tapers down towards the threads. For the u-bolt the opposite occurs. The reason is that on the u-bolt the threads are raised. On these u-bolts the threads are ¼"-20 (UNC) and the unthreaded shaft is less, measuring roughly 3/16".

The axial tensile strength of the u-bolt is largely determined by the diameters of the unthreaded shaft and the inner thread diameter. Although the threads are ¼", the minimum cross-sectional area is determined by the minimum diameter, which is that from thread valley to thread valley. The table (extracted from this source) contains data for most of the UNC thread sizes we are likely to encounter.

The effective cross section (Tensile Stress Area) for ¼-20 bolts is 0.032 in². We can rearrange the well-known equation A = πr² and solve for the diameter (2r). That equates to a diameter of 0.2", in agreement with the Minor Diameter in the table. That's slightly more than the 3/16" I got from my quick measurement. The shaft diameter is therefore appropriately sized. A larger shaft does not increase the axial strength of the bolt.

A second example is this large galvanized u-bolt with ⅝"-11 threads. The calipers show that the shaft is about 9/16". This is approximately the minor diameter so the shaft diameter is, again, appropriately sized. This is typical of the all the u-bolts (including muffler and saddle clamps) you are likely to encounter.

All of this is very interesting (well, I think so) but how does it help us to select hardware? There is no simple answer and there can be no simple answer. Shear strength is in some respects easier to calculate, which I did when I custom built guy hardware for one of my big towers. However, u-bolts are typically placed under axial load; that is, load along the direction of the shaft/threads axis. 

The axial load for typical antenna applications is the sum of the dead and live loads on the antenna section being supported and that from tightening of the nut against a rigid plate and tube/pipe. Use of a saddle distributes the load over more of the tube surface so that the tube is less likely to be crushed (e.g. excessive nut torque) or rotate.

Consider the following two methods for using u-bolts to support the large capacitance hats on the element tips of the reversible 40 meter Moxon that I am currently building. They may look alike until you take into account what sits on or hangs from what. In both cases the element takes the load of the capacitance hat.


In the top picture, the capacitance hat is underneath the element. The hat hangs from and is held by two u-bolts. The weight of the capacitance hat loads the u-bolts. The hat and plate both place an axial load on the u-bolts hanging from the element.

In the bottom picture, the capacitance hat is on top of the plate and the plate sits on the element. The load of the hat on the element is the same (as it must be) but the u-bolts have a lower axial load for the same nut torque. (Note that for this fitting work that I omitted lock washers or nylocs.) The u-bolts hold the tubes in place, but the only axial load is from the torque on the nuts.

Does that matter? Yes, but not by a lot. I find that hams that design and build yagis tend to stick to one method of connecting yagi elements to booms, either sitting or top or hanging below. Despite the axial load difference, I haven't heard many good arguments about which is superior. 

In a marginal case with u-bolts that are of minimum size it might make a difference. However, bolt grade, material and durability are more important in most cases. Axial and sheer strength of u-bolts become increasingly important for high load applications such as boom-to-mast clamps and rotator mast clamps. 

A failure under unanticipated stress is something you really want to avoid if you can. Size your u-bolts  by the application and fundamentals if you can, or do your best to mimic the size and grade in similar applications that have proven durable in commercial products. That is, lean on the engineering done by an engineer.

Wednesday, August 7, 2024

My Labrador Adventure

Blog activity has been below average due to other priorities and activities. In particular, I was travelling. But what a wonderful trip! This was my first visit to Labrador. The purpose of the trip was directly related to amateur radio and contesting. Vlad VE3JM and I drove to Happy Valley-Goose Bay (FO93) with Chris VO2AC/VE3FU to help him prepare his new remote station.

One of the astonishing aspects of the trip was that it could be driven. It wasn't so long ago that the vast expanse of land was only accessible by canoe or float plane. Once you head north from the St. Lawrence River the population density falls precipitously. There is no cell service; those that work in the vast spaces between towns rely on satellite services. Settlements in the northern interior exist to support mining and hydroelectric power generation. There are few roads; railroads and transmission lines carry the land's bounty south.

That's me standing at the western end of the Trans-Labrador Highway, between Fermont (QC) and Labrador City (NL). The more than 500 km to Happy Valley-Goose Bay is paved. There is still about 150 km of road on the Quebec side that isn't. That expensive job is an ongoing multi-year project. Chris regaled us with stories of the bumpy unpaved road his family had to navigate when he was young.

This is the hydro-electric dam at Manic 5, one of the largest of its kind in the world. It's a lot bigger than it looks in the picture, which you only appreciate when you drive close to the dam. Chris gave us a closer view of the installation at Churchill Falls, Labrador where he once lived and worked. Even from the outside the scale is impressive, as you'd expect from a facility that generates more than 5000 MW of power. That'll drive a few amplifiers.

We also had the opportunity to watch, from a distance, mining of iron ore and other minerals in the vicinity of Fermont, Quebec (Fermont translates to iron mountain). I have pictures but I'll spare you those and return to amateur radio.

Our trip was delayed for a week due to the wildfires that came within a few kilometers of Labrador City and nearby Wabush. Both communities were evacuated, with many temporarily sheltered in Happy Valley-Goose Bay. Happily both communities were unharmed and the evacuees returned. During the drive we saw the effects of previous fires and recently constructed firebreaks.

One of the evacuees was Naz VO2NS. I took this picture of him at the Labrador City club station when we passed through after everyone moved back. Driving around town everything looked so ordinary that it was hard to believe it was empty a few day earlier. There are fewer than 30,000 people living in Labrador so there are not many hams. Only a few of them are active on HF. Naz is one.

We continued east to Happy Valley-Goose Bay. Chris's parents and family friends hosted us during our stay. Labrador (and Newfoundland) hospitality is really something. All I can say is that we were treated very well and fed sumptuously. We had to watch ourselves not to overdo it -- that would have impacted our ability to work and climb.

When we arrived the new tower was nearly complete. He transported and planted the Trylon tower on two previous trips. We topped the tower, constructed and tuned the yagis then raised them. Low band wires and 40 meter vertical were raised, tested and tuned. By the time we left he had antennas for 160 through 6 meters. His remote station with SO2R capability was previously built and installed, and only needed reconfiguration to use the new antennas.

There were numerous difficulties along the way. With three experienced hams and tower climbers we resolved almost all of them. We had to be self-sufficient with parts and tools since only ordinary construction material and hardware could be bought locally.

With just the one tower there are inevitable interactions to be dealt with. We did the best we could when faced with space constraints. The picture shows the installation partially constructed, with Chris working to the left of the tower.

There were two difficulties more difficult to overcome: heat and flies. The temperature was far in excess of the normal 21° C for late July. The first day broke records with 33°, and a couple of later days were nearly as hot. The black flies for which Labrador is infamous were constantly swarming. Bug dope helps but is unpleasant. I chose to cover up as much as the heat allowed. 

The carnivorous pests soon covered our exposed skin with tiny scabs from their innumerable bites. I've always liked this song which expresses the experience pretty well:

And the black flies, the little black flies

Always the black fly, no matter where you go

I'll die with the black fly a-picking my bones

In North On-tar-i-o-i-o, in North On-tar-i-o

An eastern view with the JK tri-bander raised but not yet attached to the mast shows a little of the town and the Churchill River in the near distance. The 6 meter yagi was placed on the mast before it was raised to its final height and the rotator installed. Although the mast is strong it is not suitable for climbing, and therefore unsuitable for raising yagis to the top after the mast is in place, which I typically do for my own large towers and antennas.

Acting as tour guide, Chris showed us the numerous points of interest in and around town. On the adjacent Goose Bay AFB is one site of the SuperDARN network for ionospheric research. I counted 16 LPDA in the array. The photo of a section of the array shows Vlad VE3JM (left) and Chris VO2AC.

In the end...

...was it worth it? It was a week and a half of my time, working up to 10 hours a day and a grueling 4000 km on the road. I'm not young anymore. 

I find that as I age and mellow out that my urge to help others grows. It's a great feeling to see another ham smiling when their station dream is fulfilled and they begin their new journey. Chris was eager enough that he operated (remote, as usual) for an hour in NAQP CW from the hotel where we stayed overnight on the drive home. There is more work to be done, but with what was accomplished on this trip he'll be able to do the rest by himself during future trips. I think it is fair to say that you can expect a larger presence from Labrador and zone 2 in upcoming contests.

We didn't come home empty handed. Some of that Heliax followed us home. Scroungers gonna scrounge.

Tuesday, July 23, 2024

NEC5 Test Drive

I have a long to-do list for my station. It reflects a lot of ambition. However, my actual pace of work is at a lower rate. Amateur radio is a hobby after all. Some items linger on the list for a long time indeed! NEC5 was one of them. I say 'was' because I've finally purchased a licence for the software and added it to EZNEC.

EZNEC makes it easy to use NEC5 as an alternative calculating engine. Considering the many advantages of NEC5 over NEC2 and NEC4, and that EZNEC is now free, it is very easy to justify US$110 for a licence. I will not bore readers with what can be learned elsewhere about NEC5 and EZNEC, which you can find elsewhere, including following links provided in this article.

These are perhaps the most relevant resources I read before diving into my initial experiments with NEC5. It helps to know the technology you are dealing with before using it and trusting the results.

Next, a brief summary of why to choose NEC5 versus NEC2. Others cover it better and more completely, but a few points are enough to get you started:

  • Tapered elements, including loaded elements -- with NEC2 you need the SDC (stepped diameter correction) in EZNEC, or its equivalent in other modelling software, and also stay within its strict constraints
  • Antennas with wires meeting at angles, especially acute angles -- it can be done using NEC2 with fairly complex segmentation procedures, although EZNEC and at least one other package will help you with it
  • Wire segmentation is in general not at all strict -- NEC2 requires strict segment alignment between parallel conductors when the separation is small
  • Antenna elements with loads, lumped or distributed, are handled well -- includes capacitance hats, traps and coils inline with tapered elements and more that are often handled poorly in NEC2
  • Radials can be on the ground or in the ground, and with more accurate results -- no more having to artificially place radials a short distance above ground, and consequent issues

All of these have been important to me at various times. Sometimes there are modelling workarounds and other times I had to mathematically calibrate a NEC2 model with measurements of a built antenna. NEC5 promised a far better modelling experience with less opportunity for errors.

There is a cost to gaining these advantages, and I don't mean the license fee. The greatest cost is segments: you need a lot. A peculiarity of NEC5 is that the calculations converge slowly with increasing segments. That is, you need a lot more segments than with NEC2 to get accurate results. The more complex or large the antenna, the more you need.

That slows the run time and can be a bit of a bother at times. Doubling the segments is frequently inadequate so I double again. I've stopped at 4× the amount though some go further. More on this as I go through my initial modelling experiments with NEC5. 

There are other differences that must be understood. For example, NEC5 does not natively support insulated wires. EZNEC includes an algorithm to allow them when using NEC5.

Luckily for most hams NEC2 continues to be perfectly adequate, especially with the enhancements included with EZNEC. Whether to use NEC5 depends on your interests and needs. This article may help you decide.

40 meter reversible Moxon

The initial experimental model of a 40 meter reversible Moxon was the first antenna I modelled with NEC5. I did nothing more than change the calculating engine, just to see how the results would change without the segmentation and other modifications recommended for NEC5 models. Recall that the model uses constant diameter wires (25 mm) throughout; this is not a physically realistic model, only intended for computer experimentation.

The NEC2 result is at the top and those for NEC5 on the bottom. Resonance shifted downward approximately 1% (~75 kHz). Gain and F/B were similar, after adjusting for the frequency change. Doubling the segments for NEC5 had a negligible impact on the results. 

I tentatively concluded that the difference is more likely due to improved accuracy with NEC5 due to the 90° angles between wires. Even for a straight forward antenna like this we can see where NEC2 is challenged to generate accurate results. 

For those practically minded, you may have more luck getting accurate dimensions from one of the online Moxon rectangle generators (typically based on scaling working antennas) than by using NEC2. I can't guarantee that is generally true, but you ought to keep it in mind should you model a Moxon rectangle or an antenna with similar attributes.

I next tried my physical model for the reversible Moxon. This one uses tapered elements for the antenna I am currently building in my workshop. I won't detail the design in this article since it is an ongoing process. I am trying to build it using only the aluminum tubes and pipes that I have in stock, which imposes interesting constraints. I'll write an article about the antenna when it is built and tested.

Unlike the model with constant diameter wires, the initial model was far off. I doubled the segment count which, unlike for the model with constant diameter wires, did reduce model inaccuracy. For the final design I may again double the segments. That would be 950 segments! That's a lot for what seems to be a modest looking antenna, yet it is frequently necessary for accurate NEC5 models

It was necessary to make a few small changes to achieve the expected performance. One was a slight adjustment to the reflector element coil. The reappearance of short stingers on the elements is due to the material I have on hand and not to a change to my previous conclusion that stingers limit performance for this style of antenna. I am trying to keep them short without resorting to buying more aluminum.

The SWR is only slightly higher after aligning the gain and F/B frequencies with that of the earlier model. It may improve further with another doubling of segments. That may not realistically matter since environmental interactions are likely to be greater: the tower, its guys, and other antennas on the tower. 

With NEC2 the model is far from accurate, worse than the relatively small 1% inaccuracy of the model with constant diameter wires. NEC5 is worth the price if only for this one antenna.

3-element 40 meter yagi with capacitance hats

When I began designing this monstrous antenna I knew that NEC2 would be wholly inadequate. I was less concerned with the impedance than with the frequency of operation. NEC2 typically shifts the resonance downward for antennas of this type, but there is no reliable method for predicting by how much. That is why I built an experimental element to calibrate the model

After repeated changes to various sections of the element (position of capacitance hats, length and diameter of select tubes, length and diameter of the hats and stinger), and approximate compensation for ground effects, I trusted that the measurements were sufficient to calibrate the model. Calibration means accurately determining the differences between the NEC2 model and the real antenna. It is not practical to repeatedly raise and lower a 300 lb antenna up 150'. It was critical to get it right.

The extraordinary thing was that the antenna seemed to do pretty well once it was installed and the gamma match and driven element were adjusted. However, small doubts lingered since the calibrated model was imperfect and there is no good way to measure gain and F/B with reliable accuracy. With the NEC2 model and manual calibration, the model's behaviour from 6.55 to 6.85 MHz was calculated to match the real performance between 7.0 and 7.3 MHz.

Then I suffered the effects of a poor mechanical design of the clamps that attach the capacitance hats to the element. One arm of one hat on the reflector fractured and fell off a few months after the yagi was raised. The same later happened to the director. At first I thought it would be disastrous, yet I could not discern a performance impact on air. Even the SWR curve was slightly better.

Modelling of the missing arms using my calibrated NEC2 model suggested that the antenna had its operating frequency range increased by about 70 kHz (1% of 7 MHz). That's not good but it also isn't bad. However the F/B at 7.0 MHz should have measurably declined. That didn't seem to happen. 

Although I redesigned and built new capacitance hat clamps, I've only replaced them on the driven element. That was easily done since it is close to the tower and the tips are accessible by rotating the DE on the boom. Replacing the hats on the parasitic elements is more difficult. I haven't rushed since the antenna continues to work well, and no more capacitance hat arms have failed over the following 2-½ years.

With NEC5 installed, I ran the EZNEC model without making any adjustments to accommodate the unique requirements of the calculating engine. At first glance the results were quite good. Performance between 7.0 and 7.3 MHz was about as expected; no calibration required. Then I took a closer look.

Every yagi design is a balancing act between gain, pattern and match. That isn't easy to achieve for a high Q antenna on 40 meters due to its 4.3% bandwidth. The NEC5 calculation for the F/B at 7.3 MHz was poor. Closer inspection indicated that the optimum range of the antenna was at a slightly lower frequency, by about 50 to 75 kHz. Notice something familiar about that number?

The frequency shift is very close to the higher operating range due to those missing capacitance hat arms. That could explain why the antenna is performing so well. I must quickly add that it is only a hypothesis at this point. It will be necessary to increase the segment count and make other adjustments to ensure that the NEC5 calculations are accurate. It is important not to stop the analysis just because the first hint of an insight conforms with one's subjective experience with an antenna. 

I will do that deeper analysis later, and likely with a lot more segments. For this test drive of NEC5 it is enough to achieve these inklings of enlightenment. I look forward to doing a full NEC5 analysis of this important antenna. I may decide to alter the antenna slightly when I install the new capacitance hats so that it works at its best.

5-element 15 meter yagi

The final model I tested was this long boom yagi for 15 meters. I chose it for two reasons. The first is that I've heard that multi-element yagis are challenging to accurately model with NEC5. The second is that several months ago I sent the model file (including a gamma match) to a ham who requested to see how I modelled the gamma match. He then passed it to someone who ran the model with NEC5. The resulting SWR curve was far from what I measured and successfully modelled with NEC2.

This is a complicated antenna simply because it has so many elements and each element is tapered with telescoping tubes. EZNEC with NEC2 and its SDC algorithm produced a model that matched the actual antenna with exceptionally good accuracy. However, when I added a gamma match to the DE it was necessary to replace the DE with a constant diameter wire since the SDC algorithm can't deal with the gamma match. This is not ideal since the current distribution on a stepped diameter element is not the same as on the equivalent constant diameter element calculated by the SDC algorithm, even though both exhibit the same net reactance.

When I modelled the antenna with the gamma match using NEC5 the SWR curve closely resembled what the other ham got with NEC5. I then returned to the version with a tapered DE and no gamma match and, again, the SWR curve was far off the one calculated by NEC2 (including SDC) and as measured on the actual antenna. That's the upper of the two charts above.

When I doubled the segments of every wire the SWR curve (bottom) improved, though still not very accurate. This result implies that the person who ran my model on NEC5 did not increase the segment count in my NEC2 model.

I suspect that I'd have to double the segments again to do better. That's not a pleasant job because there are so many wires in the model. There may be a convenient method to do it that I have not yet discovered.

I might yet do it just to satisfy my curiosity. I also did not revise the model to include the gamma match with the tapered DE since there would be little point until the antenna itself si accurately modelled with NEC5.

I then produced the antenna patterns at several frequencies across the band and found that the gain was similar but the F/B exhibited more variation. The deviation was worst at the bottom of the band. The pattern at 21.0 MHz has a F/B that is about 5 to 6 db lower than the NEC2 model. Since high F/B figures demand accurate and precise calculations of each element's current amplitude and phase it might again be a matter of increasing the segment count.

Other than my curiosity regarding accurate modelling of the gamma match on a tapered element, it would appear that what I've heard about multi-element yagis and NEC5 might indeed be true. I won't pursue this topic further for now since it's not a priority and NEC2 handles these antennas well.

Wrap-up

From what I've seen so far, I am pleased with my purchase of NEC5. It integrates easily with EZNEC and it can far more accurately model a variety of antennas that NEC2 handles poorly. Neither calculation engine is a perfect solution. Every antenna model requires a few moments of thought to decide which engine is most suitable. It is interesting to try both even when you know one of them will do poorly.

Now that I've done my initial experimentation, I will begin applying it to the construction and testing of actual antennas. The obvious first case is the reversible 40 meter Moxon. Unlike for the big 3-element yagi, it appears that I can develop an accurate model using NEC5 without resorting to building a sample element and calibrating the model with field measurements. Once I have more experience with NEC5 so that I can confidently trust the calculations it will save a lot of time and effort, and wondering whether the calibration procedure is sufficiently reliable and accurate.

If you enjoy playing with antennas you should consider purchasing a license for NEC5. It's a tool that I can see becoming indispensable for design and building antennas for my station.