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1988-07-15
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2211 Modem Alignment Procedure
Eric Gustafson, N7CL
2018 S. Avenida Planeta
Tucson, AZ 85710
(602)-747-1410
(c) 17 JUN 88
Many thanks to Dan Morrison, KV7B, for his valuable time
spent reviewing this document and his constructive criticism
during the compilation of this procedure.
ACCURATE HF MODEM ALIGNMENT PROCEDURE FOR
TERMINAL NODE CONTROLLERS (TNC) USING THE
EXAR 2211 / 2206 BASED AFSK MODEMS
**********
This procedure, although primarily intended for TNC-2 and
clones (including MFJ-1274), includes some information
specific to the MFJ-1278. Some of the software calibration
facilities present in the newer 1278 may not be available in
the 1274 or TNC-2 (and clones). Specifically, references to
RXCAL in the demodulator alignment procedure are for 1278
rev 7 board running VER 1.2 (ROM checksum ($A1)) or later
firmware.
The tune up principles presented here can be applied to any
AFSK modem based on the Exar 2206 / 2211 ICs. This method
consists essentially of using the modulator to send 50
percent duty cycle data to the demodulator for alignment
purposes. This is not only the easiest but also the best,
most consistent method for aligning this type of modem.
Modems not attached to one of the TNC-2 variants can also be
aligned using this method. All that is required is a source
of 50 percent duty cycle square wave data (at a baud rate
appropriate for the modem application) injected at the
modulator data input.
IMPORTANT!
This procedure is a three step process. The
three steps are:
1. Center the modulator tones over the required
modem center frequency (Fc).
2. Align the demodulator center frequency.
3. Align the tuning indicator.
ALL THREE STEPS SHOULD BE PERFORMED IN THE ABOVE
ORDER!
If they are not all done at the same time, or in
the correct order, the modem may not be receiving
and transmitting on the same frequency and the
tuning indicator may not indicate properly.
The third step, alignment of the tuning
indicator, should only be used in conjunction
with aligninment of the 300 baud 200 Hz shift
demodulator.
References to part or jumper numbers which are specific to a
particular TNC are noted. Part or jumper numbers without
specific reference to a particular model are the same for
all models not specifically referenced.
Some understanding of the use of ordinary test equipment is
assumed.
The 1200 baud modem in the TNC-2 and 1274, and the other
AFSK modems available in the 1278 can be aligned using
exactly the same steps presented here but substituting the
appropriate part numbers for the adjustments. However, do
NOT align the tuning indicator to anything but the 300 baud
200 Hz shift HF packet modem.
COMPREHENSIVE ALIGNMENT PROCEDURE
It is important that the tuning indicator alignment be
optimized for the 300 baud 200 Hz shift HF packet modem. It
will indicate correctly for all other modes when aligned for
the HF packet modem.
NOTE! Regardless of the type of modem, whether or not the
modem has audio filtering built in, 300 baud AFSK
modem performance on a High Frequency linear mode
(SSB as opposed to NBFM) radio channel will NOT be
optimum UNLESS a filter of approximately 500 Hz
bandwidth is used in the radio IF strip.
There are two reasons why this is the case. First, for the
filtering to be fully effective, it has to preceed the first
hard limiter in the system. This limiter is typically
located in the first stage of the demodulator. Second, no
filter at audio can prevent an off channel interfering
signal from capturing the receiver AGC system and causing
wide variation in the level of the audio presented to the
demodulator. All demodulators are affected by audio level
variations.
If a narrow (approximately 500 Hz) filter is to be used in
the radio for HF packet and RTTY operation (and this is
STRONGLY recommended), it may be necessary to use a tone
pair centered on the radio's filter rather than the
"standard" 2120/2320 or 1600/1800 Hz pair. If the radio
lacks IF shift capability, this will almost certainly be
necessary. It will be necessary to determine the center
frequency of the audio passed by the IF filter when the
narrow filter is selected and the radio is in the LSB mode.
NOTE! If the radio to be used DOES have IF shift
capability, the modem can be aligned on one of the
"standard" tone pairs and the IF shift control can
be used to center the radio's filter over the modem
center frequency. You may find it convenient,
however, to do the alignment so that the IF shift
control remains centered, or on its detent, and
therefore doesn't require readjustment when
switching operating modes.
Some radios will require slight modification to allow
selection of a narrow filter in SSB mode.
Most radios which provide for direct FSK RTTY operation use
the radio's narrow CW filter if one is installed. The
Kenwood TS-820 is one example. Packet operation using
direct FSK is a viable mode but extreme caution should be
exercised to make sure TX and RX frequencies are identical
and that the transmitted frequency pair is centered in the
radio's 500 Hz filter passband. Once the required modem
center frequency for the particular radio's FSK mode has
been determined, the modem alignment procedure presented
here may (should) be used to align the modem for this mode.
A method for making the determination of transmitter FSK
output frequencies and their relation to the LSB carrier
oscillator and center of the 500 Hz filter is NOT presented
here. Contact the manufacturer of the radio to obtain this
information.
Radios which have provision for an auxilliary "narrow SSB"
filter can have the 500 Hz bandwidth filter installed
instead of the approximately 1.8 KHz wide "narrow" SSB
filter. This will allow direct selection of the narrow
filter for AFSK work when in SSB mode. If the filter is
also desired for CW operation and you don't want to invest
in 2 identical filters, it is usually a relatively simple
modification to cause the radio to select this filter when
in CW mode too. In the TS-430, for example, this requires
moving one end of one diode on the IF board. The 270 Hz
filter can then be installed in the "normal" narrow CW
filter position making two bandwidths of narrow filter
available for CW operation with all filters selectable from
the front panel.
If the HF radio is to be dedicated to packet use, for
instance as a BBS or for whatever reason (we really don't
need any more privately run BBSs), The 500 Hz filter can be
installed in place of the SSB filter. This is possible on
ANY radio designed for SSB and CW use.
Once the radio is configured with a narrow filter for AFSK
work, one of the following 2 methods should be used to make
the radio filter center frequency (Fc) determination. Both
methods require access to a frequency counter capable of
measuring audio frequencies to a resolution of 1 Hz. Almost
any frequency counter should be capable of this.
NOTE! The signal actually transmitted will cover a band of
frequencies approximately 400 Hz wide and centered
at the transmitter's indicated SSB carrier frequency
(F(ind)) minus the modem center frequency (when
using LOWER sideband for AFSK work). So use
F(emission) = [ F(ind) - Fc ]
to determine the actual operating frequency for band
edge or netting purposes and remember to consider
that you will be occupying a few hundred Hz on
either side of F(emission).
First method: NOISE AVERAGE FREQUENCY
This method also requires an active noise source like a
receiver noise bridge. I have been using a unit made by
Palomar Engineering for this purpose.
1. Set the receiver to LSB mode with the 500 Hz filter
selected.
2. Connect the noise source to the receiver input. Make
sure there is no antenna connected to the system and
that the receiver is tuned to a frequency which is free
of coherent internally generated signals (birdies).
3. Set the noise source output for a reading of
approximately S9 on the receiver S meter.
4. Connect the counter to the receiver audio output
5. Adjust the receiver output level for enough audio to
reliably trigger the counter.
6. Make sure the radio's IF shift control, if one is
present, is in its proper position (centered or on
detent).
7. Record the frequency indicated by the counter. The
counter should indicate the average frequency of the
noise spectrum passed by the filter in the receiver and
translated to audio by the product detector. This will
be the frequency used for the modem center frequency
(Fc).
NOTE! If the counter is a phase locked loop (PLL) based
prescaling type, its PLL may not lock properly to
the noise signal. If this is the case, use method 2
below. If your counter can resolve 1 Hz with a
counting gate time of less than 1 second, it is a
PLL prescaling counter.
Second method: FILTER SKIRT AVERAGE FREQUENCY
1. Set the receiver to LSB mode with the 500 Hz filter
selected.
2. Make sure the radio's IF shift control, if one is
present, is in its proper position (centered or on
detent).
3. Using either a signal generator or a stable, relatively
strong carrier from an AM broadcast transmission
(preferably ground wave signal), tune the receiver so
that the carrier falls near the center of the filter
passband. Choose a signal level near S-9 for this test.
If your rig has a built in calibration oscillator, this
is a good source for this signal.
4. Slowly and carefully tune the receiver so that the tone
frequency is decreasing.
5. Find the point where the signal is reduced by 1 S-UNIT
from the peak value reached near the center of the
filter passband.
6. Measure this tone frequency with the counter. Record
this value as F(low).
7. Slowly and carefully tune the receiver so that the tone
frequency is increasing.
8. Find the point where the signal is reduced by 1 S-UNIT
from the peak value reached near the center of the
filter passband.
9. Measure this tone frequency with the counter. Record
this value as F(high).
10. Calculate the required modem center frequency as:
Fc = [F(low)+F(high)]/2
Once the required center frequency has been determined, the
modem calibration can be carried out.
NOTE! It is essential that the modulator tones be properly
aligned FIRST as they will be used to align the
demodulator center frequency.
Set the modulator tones to Fc MINUS 100 Hz for the
low tone and Fc PLUS 100 Hz for the high tone using
one of the following two procedures.
SET MODULATOR TONES USING FREQUENCY COUNTER
1. Make sure that the modem and TNC are both configured for
200 Hz shift 300 baud operation. This is done by typing
"MODE HP <CR>" from the command prompt on the 1278. On
the 1274 this is accomplished by means of the HF/VHF
pushbutton switch on the rear panel. On a TNC-2 or
clone this is done by making sure the HF modem header
parts are in place on the circuit board and that the
rear panel radio port baud rate selector switch is set
for 300 baud.
2. Install push on jumper at JMP-4. This is the watchdog
timer defeat jumper.
3. Connect the counter input to JMP 9, pin 1. This is the
TP 1 end of R61 in a TNC-2.
4. Command the TNC into calibrate mode by typing "CAL
<CR>".
5. Command the TNC to key the modem by typing "K".
6. Select the low tone by pressing the space bar until a
voltmeter connected to U16, pin 9 reads - 5 volts. This
signal is more conveniently available at the junction of
Q12 collector and R62.
7. Adjust R106 until the counter indicates the intended low
tone frequency as determined above. This is R78 in a
TNC-2.
8. Select the high tone by pressing the space bar once.
9. Adjust R105 until the counter indicates the intended
high tone frequency as determined above. This is R77 in
a TNC-2.
10. Return the TNC to command mode by typing "Q".
This completes the alignment of the modulator tones using a
frequency counter.
SET MODULATOR TONES USING BUILT IN CALIBRATION SOFTWARE
This method will be slightly less accurate than using a
frequency counter but it should be possible to get within
+/- 5 Hz using this method.
1. Make sure that the modem and TNC are both configured for
200 Hz shift 300 baud operation. This is done by typing
"MODE HP <CR>" from the command prompt on the 1278. On
the 1274 this is accomplished by means of the HF/VHF
pushbutton switch on the rear panel. On a TNC-2 or
clone this is done by making sure the HF modem header
parts are in place on the circuit board and that the
rear panel radio port baud rate selector switch is set
for 300 baud.
2. Place a push on jumper at JMP 4 as in the above
procedure.
3. Place a push on jumper at JMP 9, pins 1 and 2. This
connects the modulator square wave output to the SIO
chip so that the CPU can measure the tone frequency for
you. In a TNC-2 this jumper goes on JMP 9, pins 1 and
6.
4. Type "CALSET n <CR>". Where n is a number determined
by:
n = INT [ 525000 / F(low) ] + 1
This tells the CPU what tone frequency you are trying to
achieve.
A table of CALSET numbers to use for the various
"standard" modem tone frequencies will be included in an
appendix at the end of this procedure.
5. Command the TNC into calibrate mode by typing "CAL
<CR>".
6. Command the TNC to key the modem by typing "K".
7. Select the low tone by pressing the space bar until a
voltmeter connected to U16, pin 9 reads - 5 volts.
8. Adjust R106 carefully until both the "CON" and "STA"
LEDs on the front panel of the TNC are lit. This is R78
in a TNC-2.
9. Type a "Q". This exits the TNC from calibrate mode to
command mode.
10. Type "CALSET n <CR>". Where n is a number determined
by:
n = INT [ 525000 / F(high) ] + 1
11. Command the TNC into calibrate mode by typing "CAL
<CR>".
12. Command the TNC to key the modem by typing "K".
13. Select the high tone by pressing the space bar until a
voltmeter connected to U16, pin 9 reads + 5 volts.
14. Adjust R105 carefully until both the "CON" and "STA"
LEDs on the front panel of the TNC are lit. this is R77
in a TNC-2
15. Remove the jumper placed at JMP 9.
This completes the modulator tone alignment using the built
in calibration facility.
Now that the modulator tones have been properly centered
over the intended modem center frequency (Fc), the
demodulator center frequency will be aligned using one of
the following two methods. The second method using the
built in calibration facility of the 1278 is preferred since
it is as accurate as alignment with an oscilloscope but
requires no digging around on the 1278's PC board looking
for signals.
NOTE! If a TNC-2 or clone (including the 1274) is to be
used on HF packet behind a radio with a 500 Hz
filter in it, it will be necessary to modify the
demodulator Data Carrier Detector (DCD) circuit.
The details of this modification are given in an
appendix at the end of this procedure. The
alignment procedure will work properly and result in
correct alignment of the demodulator whether or not
these modifications have been done.
DEMODULATOR CENTER FREQUENCY ALIGNMENT USING AN OSCILLOSCOPE
The oscilloscope used in this procedure will be used only to
indicate when the output data stream from the demodulator
has reached a duty cycle of exactly 50 percent. The 'scope
can be used to do this in two ways. The first is on the
basis of time and the second is by integrating the square
wave for zero DC offset. The second method is the most
accurate as it is insensitive to the normal jitter in the
data introduced by the demodulation process. Both methods
will be described in an appendix at the end of the
procedure.
NOTE! If you are performing this alignment on a 1274 or a
TNC-2 clone, please make sure that JMP 8 is
installed. This jumper is required for normal
operation of the demodulator.
1. Place push on jumpers at JMP 4 and JMP 7 if they are not
already in place.
2. Remove jumper at JMP 9 if it is still in place.
3. Connect the vertical input of the oscilloscope to the
end of R68 which is connected to Q13's collector. This
is the data stream coming out of the 2211 demodulator
chip.
4. Command the TNC into calibrate mode by typing "CAL
<CR>".
5. Command the TNC to key the modulator by typing "K".
6. Command the TNC to send a 50 percent duty cycle test
data stream from the modulator by typing "D".
7. Adjust R113 carefully until the DCD LED on the front
panel is fully lit. Continue adjusting R113 until the
oscilloscope indicates that the square wave at Q13's
collector has a duty cycle of exactly 50 percent. This
is R79 in a TNC-2
NOTE! The threshold control on the 1278 must be set to a
position which will allow the DCD circuit to
function properly. A setting approximately 1/3 to
1/2 of the total range starting from maximum CCW
should be adequate.
8. Return the TNC to the command mode by typing "Q".
This completes the alignment of the demodulator center
frequency using an oscilloscope.
DEMODULATOR CENTER FREQUENCY ALIGNMENT
USING BUILT IN CALIBRATION FACILITY
NOTE! If you are performing this alignment on a 1274 or a
TNC-2 clone, please make sure that JMP 8 is
installed. This jumper is required for normal
operation of the demodulator.
NOTE! The RXCAL demodulator calibration routine used in
this procedure is superior to the original TNC-2 and
1274 built in demodulator calibration routine.
However, versions of the TNC-2 and 1274 firmware
prior to 1.7 will NOT have the RXCAL feature
available. I strongly recommend that you obtain
firmware updates for your TNC-2 as soon as they
become available.
1. Place push on jumpers at JMP 4 and JMP 7 if they are not
already in place.
2. Remove jumper at JMP 9 if it is still in place. If you
are calibrating a TNC-2 which has firmware updated to
include RXCAL, place the jumper removed from JMP 9 pins
1 and 6 on JMP-9 pins 3 and 4.
3. Set the baud rate for use by RXCAL to 300 baud by typing
"CALSET 32 <CR>". This will cause the modulator to send
a square wave FSK signal when RXCAL is invoked.
4. Command the TNC to do a demodulator calibration by
typing "RXCAL <CR>".
5. CAREFULLY adjust R113 until the DCD LED on the front
panel is fully illuminated. This is R79 in a TNC-2 or
clone.
NOTE! The threshold control on the 1278 must be set to a
position which will allow the DCD circuit to
function properly. A setting approximately 1/3 to
1/2 of the total range starting from maximum CCW
should be adequate.
Continue to VERY CAREFULLY adjust R113 until the STA and
CON LEDs on the front panel either change state very
slowly (alternate which one is lit) or until both are
simultaneously illuminated.
NOTE! This is a very critical adjustment and it is
unlikely that you will be able to cause both LEDs to
be turned on simultaneously for longer than a very
brief instant.
6. Return the TNC to command mode by typing a "Q".
This completes demodulator center frequency alignment using the
built in calibration facility.
Now that the demodulator and modulator are properly aligned
to one another, the tuning indicator can be set for proper
center indication.
NOTE! If you have a TNC-2 or clone which you intend to use
on HF packet and it doesn't have a tuning indicator
already installed, I STRONGLY recommend that you to
obtain one of the TAPR tuning indicator kits or an
exact clone of one if available from a separate
source. Operation on HF packet without a tuning
indicator will be very frustrating and contribute to
much useless interference on already overcrowded
pseudo CSMA packet channels.
TUNING INDICATOR ALIGNMENT
This procedure adjusts the tuning indicator so that it
correctly indicates when a signal is properly tuned in
relation to the demodulator center frequency.
NOTE! The tuning indicator should ONLY be adjusted in
reference to the 300 baud 200 Hz shift modem used
for HF packet and RTTY. If adjusted for this modem,
It will indicate with sufficient accuracy for all
other modes.
NOTE! The tuning indicator is NOT effective for tuning the
1278 on CW receive. On CW, it should be used only
to get into the ballpark. Final tuning for CW mode
should be based on the DCD LED.
1. If you have not just finished aligning the modem as per
the above instructions, do so now. Otherwise you may be
aligning the tuning indicator to an incorrect setting.
2. Install push on jumpers at JMP 4 and JMP 7 if they are
not still in place from the modem alignment procedure.
3. Command the TNC into calibrate mode by typing "CAL
<CR>".
4. Command the calibration routine to send 50 percent duty
cycle square wave data from the modulator by typing "D".
5. Command the TNC to key the modem by typing "K".
6. While observing the LEDs in the tuning indicator, adjust
R212 in the tuning indicator area so that either the
10th or 11th led from the left (or both) are
illuminated. If you are using the add on tuning
indicator, this is the only variable resistor on the
board.
7. Return the TNC to command mode by typing "Q".
8. Remove jumpers at JMP 4 and JMP 7.
This completes the tuning indicator alignment.
Now the modulator, demodulator, and tuning indicator are all
aligned to the same center frequency. If you notice that on
the air reports suggest that you are transmitting and
receiving on significantly different frequencies after
successfully completing the above alignment procedure, it is
possible that the radio needs realignment. Many different
transcievers for HF are capable of being misaligned due to
reference oscillator crystal aging or careless alignment by
amounts exceeding 500 Hz. RIT inadvertently left on can
also cause hard to detect problems in this area. Reliable
HF packet communications requires that the frequency error
presented to the demodulator be below 30 Hz. If several
stations are to successfully share a single channel,
transmitter / receiver offsets larger than this will be
intolerable.