I am glad to learn, in order that I may teach.
—Seneca (4? B.C.-A.D. 65)
Baluns, transformers, chokes, and other wonderful things
By Jack L. Stone, Publisher
mong
scientists, engineers, and serious antenna experimenters, the term balun
tends to have a specific meaning. Among those who are new to antennas, the term
has so many meanings that it may mean nothing at all. It has become—for better
or worse—a catchall term, and what serves as a catchall also serves as a
wastebasket.
Balun, so far as I have read, is a functional description of some unspecified device or combination of devices. It transforms a balanced load to an unbalanced source. It has a counterpart term, the unun, a device for transforming an unbalanced load to an unbalanced source. We do not encounter the unun unless we are looking for another function often performed by either device. However, we shall initially focus on the balun.
What eludes many new antenna users and experimenters is why we should wish simply to convert a balanced load to an unbalanced source. Perhaps the most usual reason is to prevent common-mode currents from appearing on the surface of unbalanced feedlines, such as the ubiquitous coaxial cable used in most amateur, government, and commercial services to transfer energy between the transmitting and receiving equipment and the antenna. The use of a balun can largely confine the currents at the antenna’s feedpoint to the coaxial cable’s inner conductor and the inner surface of the outer conductor. In this way, we avoid unwanted radiation from the coaxial cable feedline and also avoid having to deal with unwanted RF currents at the station, where they may disrupt sensitive equipment, bleed into auxiliary functions, such as telephone lines, and shock fingertips in sharp points in the equipment cabinetry.
We can perform many of these functions with numerous devices. Perhaps the most common forms of baluns are the transmission-line transformer, the wide-band standard transformer, the coaxial-cable choke, and the ferrite-bead choke. The transmission-line transformer appears in various guises, using either air or ferrite cores and having either solenoid or toroidal forms. The most common toroidal transmission-line-transformer baluns appear in Ruthroff and Guanella designs, and perhaps Sevick’s writings have given this form of balun predominance if most antenna writings. However, many transmission-line transformers are lossy in the presence of excessive reactance in the load, and Sevick cautions that the antenna builder should compensate for the reactance between the antenna and the balun.
The wide-band transformer, normally wound on powdered iron cores for HF applications, has regained considerable popularity for certain applications. Such transformers require attention to using cores large enough to prevent saturation and to the distribution of turns on the core. Some manufacturers of terminated wide-band antennas prefer the wide-band transformer over the transmission-line transformer. Even though losses in the standard transformer are slightly higher than in a well-designed transmission-line transformer, they are insignificant compared to losses of the antenna itself due to the use of one or more terminating resistors.
Both coaxial cable and ferrite bead chokes function by using inductive reactance to choke off common-mode currents. In both cases, the key to effective use is obtaining sufficient inductive reactance to impede the flow of current on the outer surface of coaxial cable braid. Ferrite bead chokes require attention to ferrite bead heating under high-power applications. Both type of choke are useful not only at the antenna feedpoint, but also at the entry to the equipment station. In the latter position, they can also choke common-mode currents that may couple onto the cable’s outer surface from a variety of sources. Since they are in-line devices, they serve equally well as balun and as ununs. However, both types of chokes are subject to losses where the impedance has a considerable reactive component.
So far, we have not mentioned the transformation of the antenna’s feedpoint impedance (or the impedance on the transmission line at any other point of installation) to some other value. Unfortunately, the term balun has erroneously come also to mean to the new antenna user a device for changing impedance. However, this function is separable from the balanced to unbalanced function of some devices. Of course, chokes do not transform impedances when used within their proper limits. That leaves us with the transformer types of baluns.
If we approach the subject of impedance transformation, then the balun transformer is only one of numerous ways to achieve the goal. We may use both balanced and unbalanced networks of reactive components to transform one impedance value to another. We may use also transmission lines—either singly or in combination—to effect an impedance transformation. Both methods are equally effective in principle. Newer antenna users rarely realize that the beta match at an antenna’s feedpoint (a form of L-network) is identical in principle to the design of some antenna tuners. They also do not realize that the quarter-wavelength matching section is closely related to the transmission-line transformer, but has a much narrower useful bandwidth.
Wide-band transformers of either the transmission-line or the standard types generally have a single impedance transformation ratio—and at most a small collection of ratio steps. In contrast, networks may use fixed or variable reactive components to handle a wide variety of ratios—and to compensate for reactive components in the impedance at their load terminals. There are a few applications for transmission-line and standard transformers where the single step may serve over a seemingly broad frequency and impedance range. For example, a 4:1 ratio in a transformer will handle load impedance excursions from 100 to 400 Ohms and still return a 50-Ohm SWR of 2:1 or less. When newer antenna users look into their single-ended network antenna tuners and see a 4:1 balun for use with balanced feedlines, they have no idea if the design is lossy from careless design or construction, and they make another mistake as well. They also assume that the impedance at the terminals of the balun’s load side is high and needs downward transformation to allow the tuner to operate efficiently. In reality, for a multi-band wire antenna—the most common application calling for a balanced transmission line and a tuner—the odds are quite high that the terminal impedance will be low, sometimes very low. Transformed, it will be even lower. Such loads often show an ease of obtaining a 50-Ω match with less than a 2:1 SWR, but often at the cost of considerable energy loss. Some of the most recent single-ended tuner designs have allowed the circuitry to float (to avoid giving common-mode currents a by-pass to other equipment) and have placed a 1:1 choke or balun on the input side, where it is always within reactance limits for the device.
None of these points require repetition to the experienced antenna experimenter, who knows from that very experience what assumptions to make when another writer mention inserting a balun of a certain sort into a feedline system. However, we need to use care with respect to less-experienced readers. We need to spend an extra sentence or two to make clear to antenna novitiates what function(s) the device is performing in a given application—and, if apt, what other devices might do as well for that application. Moreover, we should not simply say that we installed a balun, but also say what type of balun we used. If we require an impedance transformation of a transformer-type balun, we should note that fact so that the newer reader can separate the balanced-to-unbalanced function from the impedance transformation function.
Unless a balun’s design is especially important to the focus of an article, the writer does not need to go into the technical detail of how the device achieves its goals. (On the other hand, antenneX welcomes articles on just these subjects, since the types of devices mentioned in these notes are important components within antenna systems.) Being specific about functions performed by these devices is essential even apart from such detail.
The more that we take the time to explain such matters in antenna articles, the more rapid will be the education of new antenna experimenters. Education is often a matter of clarity, and the more clearly and precisely we can use terms like balun, the more effectively we shall educate newer readers of antenneX. To repeat our quote of the month: I am glad to learn, in order that I may teach. —Seneca (4? B.C.-A.D. 65)
GeoClock for Windows

I am pleased to announce that antenneX
has become an authorized distributor of the popular
GeoClock Pro Software. The
company's latest version 8.4 for Windows, with the Ham Package, is now available in the software
section of the
Shopping
Shack. Along with the launch of the
Grayzone
(utilities) CD-ROM in December 2006 and
ACE-HF Pro last
month (February 2007), this product further expands the fine propagation tools we can now offer to the
worldwide market. GeoClock Pro with the Ham Package is now available on CD-ROM
or download.
• GeoClock is a 16-bit program and works with most versions
of Windows from Win3.1x through WinXP and the new VISTA.
• The Windows version also includes Screen Saver and
Wallpaper modes. However, be aware with the various changes to these Win-OSes
from Win3.1x to Vista, using these may be problematic.
• GeoClock Pro shows the current time (based on your computer's clock) with a
high quality map of the earth. The current sun position is displayed, and the
parts of the earth in sunlight and twilight are highlighted. This display is
automatically updated every few seconds. Local sunrise, sunset, the sun's
azimuth and elevation, and times around the world are also displayed. A variety
of map backgrounds and other options are available.
• With a registered copy of GeoClock Pro, you get the latest versions of the
programs, 45 maps, zoom, distance measuring, local time displayed next to the
city names, and immediate map display.
• GeoClock Pro can be used to watch the day-night terminator as it approaches
your station. This is particularly useful during contests, when the
higher-frequency bands often open at the onset of the daylight hours.
• GeoClock Pro includes the HAM PACKAGE Plug-in to provide special functions for
HAM radio operators. It provides graphical display of remote station location,
propagation path, and D and F layer illumination, together with key location,
pointing, distance, and time data. The Ham Package includes a custom
Azimuthal-Equidistant map centered on your HAM station, a call sign data base,
and utility programs.
The HAM PACKAGE functions include:
• Azimuthal-Equidistant (Great Circle) map centered on your station
• Twilight and terminator, or D and F layer illumination, display
• User Maintainable call sign data base
• Remote station location
• Short and long great circle path
• Short and long path azimuth and range
• Remote station (reciprocal) azimuth
• UTC, local, and remote station local time
• DXCC and WAE designations
• CQ and ITU zones
• Continent, area, and location names
• Optional use of QRZ CD-ROM for US call signs.
• With ACE-HF installed on your PC, GeoClock can be used together with ACE-HF
(System Simulation & Visualization Software) so you can watch the Open Bands
Boxes and the circuit prediction charts while keeping an eye on the GeoClock
terminator display. One handy screen arrangement is to call GeoClock from the
ACE-HF Circuit Analysis screen, and then use the GeoClock Window Controls to
reduce its window size. Put GeoClock in the upper-left corner of the screen.
• If you call the ACE-HF SNR Summary Chart, you can watch the summary
predictions -- and even the ID timer if you have started it -- as well as the
Main Chart predictions while you note the terminator's passage in the GeoClock
window.
• ACE-HF (Animated Communications Effectiveness, High Frequency) is a new
product based on the proven VOACAP program with a new interface and display
routines based on GeoClock.
Click the links below to read more about ACE-HF PRO, GeoClock Pro and Grayline.
New propagation tools now offered here:
|
|
ACE-HF PRO System Simulation & Visualization Software | |
|
|
GeoClock Pro with Ham Package The Sunlight Clock | |
|
|
The Grayline Program - Unique Set of Utilities for Propagation | |

CONGRATS TO OUR PROPAGATION WIZARD: MARCEL DE CANCK
How time flies! With this month's popular propagation column, author Marcel De Canck,ON5AU of Belgium celebrates his 5th year as a monthly contributor to antenneX. But, not only has Marcel contributed the monthly columns, he has been very busy publishing a 3-volume set of books containing a collection of many of his works, including his unique animation wizards and workbooks which provide wonderful learning aids for a somewhat complex subject — in fact, many may say learning about propagation is now fun, thanks to Marcel.
But, his activities haven't stopped with columns and books. As mentioned above, Marcel developed a CD-ROM packed with useful propagation tools — the Grayzone CD-ROM identified above and announced in my December 2006 column of Stone's Throw!
May we all wish Marcel many more decades of such valuable contributions to radio activities enjoyed by many thousands around the world. Keep up the good work, Marcel!
Don't miss his new column in this month's issue! And, you can check out his books here.
NEW CONTRIBUTOR
THIS MONTH
You
will note the article this month by Eli Kovo, 4X4LH of
Jerusalem, Israel entitled "The 4X4 Slimtenna." We are pleased to welcome him to
our roster of writers from 25+ countries. By way of introduction, we present his
brief biography:
Eli Kovo 4X4LH has had his license since 1958. At last, officially, he could switch on his long awaiting homebuilt TX (2 807s modulated by 2 807s). Ever since he has been active on the available bands, striving for better gear and antennas.
Professionally, he was a Technical Supervisor in the Israeli Radio and after obtaining a scholarship at Thomson College in Scotland, he became one of the founders of the Israeli Television in 1968, rising to the post of Head of the Outside Broadcasts Department.
Eli is now retired but still searching for better antennas for his amateur station and building them if possible.
THE PURPOSE OF THIS JOURNAL
In my column for September 2006, “The antenneX Mission,” I wrote about
a subject close to my heart — the purpose of this journal. It had been quite
some time since I had reminded our readers of our original purpose when we set
out some 20 years ago.
More than anything else, this journal has always been a “labor of love” for me.
It is the reason I founded the antenneX magazine almost 20 years ago, knowing
that running a magazine is a tough business and especially so since I planned to
do it without the traditional revenue support from advertisers or outside
investors. I wanted this magazine to always be able to write about any issue
without concerns of losing the support from any of those type revenues. I am
pleased to say, we have never steered from that course one iota. And, as a
consequence, we have covered some very controversial developments throughout the
past two decades. In the process, we have provided valuable factual information
to more than 200 countries, even to the most remote regions of the globe. Hence,
our readers are much more informed about the truth about all of the “new”
devices as their stories unfolded in the antenna and antenna-related field. For
more details, you are encouraged to read my column from September 2006.
Additionally, we were pleased to receive and publish in the October 2006 issue, a very special editorial reaction to my column written by one of our long-term readers and contributors, Dr. Jef Verborgt. Those two articles are located by the following links below:
VISIT THE GUEST ROOMS
The relentless attacks on our web site by pirates and the like has made it
necessary to add more security to protect our material against such piracy. It's
only fair that we know who enters the House of antenneX, so our guests
will need to provide some minimal information in the process of obtaining a
login. This includes using your real active email address without which a login
cannot be received. Do not confuse this login with a paid subscription login.
They are not the same and your subscriber login will NOT work in the Guest Room
areas. Of course, you may choose to create your own login to the Guest Rooms
using the same login as your subscription, if the system will accept it.
Along with the continuing fight against spam/virii junk, protecting our material and valuable bandwidth against piracy takes up a great amount of our time—time we can't really spare. The Internet is simply not the friendly neighborhood it used to be in the "old days" and more and more security must be installed to counteract these intruders. Thus, we have made the access to the Guest Rooms as automatic as possible for you to manage your own login.
http://www.antennex.com/guests.html

http://www.antennex.com/guests.html
In view of the above, we have overhauled the numerous free and open-access sections that have always been wide open to all of our friends throughout the many years antenneX has been online. But, we must change with the times as the need dictates. I don't think the Internet will become more friendly in the near future and protected sites with logins are fast becoming the rule rather than the exception. To repeat, most would like to know who they invite into their house. The same applies at the House of antenneX. It's really worth the effort!
This list pertains to those sections with free access now in our new Guest Rooms we have built and fully operating:
• Antenna Science
• Preview Articles
• Software Download
• Antenna Modeling
• From the Shack
• Propagation
• Ham WorkShop
• Stone's Throw!
• Discussion Forums
• Patents (new room under construction)
We have activated a new login system for access to the above guest rooms — and, the login can be totally managed by our guests. Above is a graphic of what you see as a login page to the new consolidated area, "antenneX Guest Rooms." This new page for logins is at this location now and available for your use:
Get your login all setup now at this URL:
http://www.antennex.com/guests.html
We've really tried to make it easy while still fending off the bad guys, i.e., pirates!
As a result of this new programming, you will be able to obtain your own login, change it to update your info, change your password and delete membership if & when you desire without our help. Of course, the bottom link on the new page provides help if you still need it.
If you still need help or
have questions about our login areas, check this page first:
http://www.antennex.com/help/need_help.html
The new Antenna Discussion List is a infinite fountain of ideas making it a great "watering hole" for exchange of ideas, questions and answers on a wide range of antenna-related subjects. You will be in good company along with some of the brightest minds available. Were else would you have such free access to this level of expert advice? To participate or just read along on some very interesting subjects each month with 2000+ members from all around the globe, you are welcome to join us:
You are encouraged to contribute your thoughts on various subjects to a worldwide audience.
AN INVITATION TO CONTRIBUTORS
antenneX
thrives on the contributions of antenna experimenters, ranging from the informal
home shop construction project to the theoretical investigation of basic
antenna, feedline, and propagation phenomena. Over the years, we have published
articles on the use of new or newly adapted materials, known antennas adapted to
new circumstances, modifications of antenna structures, basic explorations of
both common and unusual antennas, antenna modeling exercises, design
improvements, antenna matching techniques from both a physical and mathematical
perspective, evaluations of mini-antennas and their underlying theory of
operation, new and patentable designs, propagation tutorials, and.... The list
goes on, since no antenna-related topic is irrelevant to the readers of
antenneX.
At the same time, antenneX has experienced continuous growth in its
readership—for which we are appreciative. However, all readers can help us do
even better. How? By submitting an article every now and then based on your
current antenna work that may be useful at any level to other readers.
Among the engineering and researching readers, there are
undoubtedly a number of unclassified and non-proprietary findings that
antenneX readers would like to know. Among the practical antenna designers,
there are ideas, tests, and numerous other practical findings to benefit our
readers. Antenna builders very likely have some techniques to share with other
readers. Besides the regular articles, we always have the home work shop column
for shorter practical ideas and we always have the invited news and editorial
column for information about new technologies, future advances, lost old but
good ideas, and personal views on the good to bad things that are happening in
the world of antennas and propagation.
If you are uncertain about whether your ideas merit an article, please feel free
to send an outline to the general editor/publishers at
manuscripts at antennex.com
. Do not feel that you must be ready to be a regular submitter to write for
antenneX, because we welcome the individual contribution as much as monthly
articles. As well, do not believe that the slots in each issue are already
spoken for—we shall always make room for a worthy article.
To see details of our writing guidelines, please look at: Writing for antenneX
Subscribe for the Premium Feature Articles!
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~ BE SURE TO VISIT THE SHOPPING
SHACK ~
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| Subscription |
Books |
Software |
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Components |
IN THIS ISSUE
We again include many fine articles by our great writing team from around the globe. Now, allow me to introduce this month's line-up of content:
OUR MONTHLY COLUMNS (plus this one you are reading by yours truly):
From the Shack
By L. B. Cebik, W4RNL
Casual Notes on Fallacies, Validity, and Truth
Eventually, these notes will mention antennas. Initially, however, I
want to meander through some subjects that I taught for 30 years before
retiring. Since I have donated my personal library in these fields to
various universities and colleges, I must rely on memory. I have been warned
against the dangers of academic senility, but have forgotten what those
warnings are.
The intimate relationship among language, logic, and mathematics has
intrigued good minds since ancient times. Aristotle did not invent logic or
even its syllogistic form. Rather, he is the most ancient figure who
codified what was known and whose works survive today. As the
self-destructive urges of the Roman Empire plunged Europe into the so-called
Dark Ages, the rising and thriving Arabic culture had scholars who preserved
the works of the Greeks and made advances upon them. In this same period,
they developed the Arabic numerals on which we so much depend in arithmetic
and mensuration tasks. Through southern Spain, the Islamic culture spread
their efforts into Europe. Aristotle supplanted the remnant off springs of
Plato as the dominant framework for European thought from Aquinas onward.
With Aquinas, syllogistic logic flourished until the 20th century.
FEATURE ARTICLES IN THE LIBRARY:
|
A 3-Band, 2-Element Spider-Supported Quad Beam |
| One of the most difficult tasks in designing a multi-band 2-element quad beam is obtaining full band coverage. This problem has two dimensions. One dimension involves obtaining at the antenna an SWR that is less than 2:1 relative to the impedance of the main feedline all across each of the bands covered by the beam. The second dimension covers other important operating parameters, such as adequate gain and front-to-back ratio across each band. |
|
Impedance
Matching of Transmission Lines |
|
This article considers several ways of "matching" two transmission lines such that a wave propagates from the first to the second line without reflection at the junction. As such, a transmission line is a device consisting of two parallel conductors such that TEM (transverse electromagnetic) waves can be propagated. Examples of transmission lines include coaxial cables, and simple 2-wire (Lecher) lines. |
|
Baluns and
Antenna System |
|
Previously, I reviewed my
approaches using balanced and unbalanced impedance matching
networks. In this article I address the efficiency of these various
approaches. I also discuss failures that misled me (and probably
others) into believing an SWR close or equal to a ratio of 1:1 for
an input system having a surge impedance of 50 Ohms does not include
discrepancies or associated failures. This experience will be shown
to actually be dissipating 90 or more percent of the power in the
matching network and balun or elsewhere rather than the antenna
itself. My findings will also relate to the balun winding that appears to be very sensitive to the termination it experiences, especially when the termination is a complex vector quantity. But most important is the need for a balun isolation impedance that is high enough to inhibit common mode current problems that may exist. |
|
Resonant Wire
Antenna Efficiency |
|
This concise paper attempts to summarize the most important results (for radio amateurs) of my recent investigations of resistive loss in wire antenna structures brought about by the confinement of the RF current flow to a thin region near the surface of the metal of the wires, and consequent dissipation of supplied power in the thin layer of metal that actually carries the current. |
|
Improved Antenna Performance for
VHF FM |
|
FM operations in the amateur VHF
region principally use vertical polarization. The ever-enlarging FM
repeater and related simplex operation in the upper 3 MHz of 6
meters and 2 meters has expanded operator goals. Once, amateurs were
content to work only local stations and repeaters. However, time has
increased the desired repeater range, but with due regard to not
causing interference to repeaters operating on the same frequency
pair or an adjacent pair. The solution has been less a matter of
increased power--since that one factor does not help reception.
Instead, the solution has been the use of better antennas. Rubber
duckies and other simple antennas will always have a place on
handheld units, but home stations require something better. |
|
The 4X4
Slimtenna |
|
Some of us prefer to spend a lot of money on towers, enormous in
height and price, with multi-element antennas, and on top of that,
we use the highest legal power. The rest of us, who must deduct hard
earned money from the family budget, have to delve into the
intricacies of efficient transmitting, propagation problems, and
many other ingredients, if we want to still enjoy our hobby. It
seems that today’s high-tech has brought the hobby to a discouraging
state: we don’t build receivers and transmitters any more and on the
operating side of it, we endlessly chase DX
for a report and a QSL, which doesn’t seem to be the highest goal of
our hobby. Instead, if we get aware of the pitfalls we will benefit by better understanding of the how’s and why’s of antennas and enhance our station performance. This will hopefully encourage us to build and use simple, cheap and efficient, low take-off angle monoband verticals. |
Well, there you have it, folks—thanks for listening and remember, the reading lamp is always on for you in the reading rooms. If I can be of further help, I'm just a Stone's Throw! away.-30-
Best reGARDS, Jack L. Stone,
Publisher
jack@antennex.com
March 2007 antenneX
Online Issue #119
Send mail to webmaster@antennex.com
with questions or comments.
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Last modified:
December 31, 2010