FCC Considers Changes to Amateur Radio Licensing

The FCC has invited public comments on two proposals to change the licensing requirements for amateur radio operators. Both of these proposals are aimed at attracting and retaining new amateur radio licensees.

Tyro

The first one is the “Tyro” license proposal from Gary/AD0WU that creates a new license class with minimal licensing requirements and operating privileges on the 70 cm band. See the complete proposal on the FCC website.

I find this proposal severely flawed with way too many details that would need to be written into Part 97. For example, the proposal establishes 99 specific repeater/simplex channels in the 430 MHz portion of the band. Oh, and the repeaters use a non-standard 9 MHz offset. There’s lots more in the proposal that make it a non-starter.

Still there is a nugget of an idea in here: a GMRS-like entry-level amateur radio license that is super easy to get. This could be an easy-peasy gateway into ham radio for kids, spouses and family members. However, I expect the FCC to just dismiss this petition without serious consideration.

Enhanced Technician

The second proposal is from the ARRL (see this ARRL news item):

The FCC has invited public comments on ARRL’s 2018 Petition for Rule Making, now designated as RM-11828, which asks the FCC to expand HF privileges for Technician licensees to include limited phone privileges on 75, 40, and 15 meters, plus RTTY and digital mode privileges on 80, 40, 15, and 10 meters.

The proposal would “add limited High Frequency (HF) data and telephony privileges to those currently available to Technician Class Amateur licensees.” The objective is to sweeten the Technician privileges to both attract new licensees and to retain existing Technicians (and maybe get them interested in moving up to General). There is an assumption/belief/hope that providing some HF telephony and digital privileges will accomplish these goals.

I am disappointed in the lack of data-driven analysis in support of this proposal. The ARRL filing claims that they “studied the comparable entry level license class operating privileges of other countries” but provided no data. There are different licensing schemes around the world…maybe we should compare and learn something from them. The data they did provide was survey data of ARRL members…which is really just an opinion poll: what do you think we should do with the licensing structure? This is not a great way to create public policy.

What’s the Objective?

Let’s start with the objective, which the ARRL petition says is “developing improved operating capabilities, increasing emergency communications participation, improving technical self-training, and increasing growth overall in the Amateur Radio Service.” I think this is a reasonable goal.

For some reason, every time there is a concern about improving and growing amateur radio, the proposed solution is a change in the licensing structure (usually to make it easier to obtain operating privileges). If the only tool you have is a hammer, everything looks like a nail. While the licensing structure should be improved over time, it should not be the first (or only) tool to apply. The ARRL needs to take a much more strategic approach to working towards the objective. Fortunately, I see positive signs they are moving in the right direction. See ARRL CEO Howard/WB2ITX Speaks.

Back To Licensing

There is a worthy idea in the ARRL proposal:
Change the entry level license (Technician) to provide a taste of HF phone and digital privileges, so it attracts more people to the hobby AND get them more deeply engaged. This might actually work.

I am not an unbiased observer because I have plenty of fun playing around with radios on frequencies above 50 MHz. I originally thought I would be a Technician for life but gradually got pulled into the fun below 30 MHz. So part of my brain says “Technicians just need to figure out how to have fun on VHF/UHF.” There is a lot to be said for having the entry level license be focused on VHF/UHF to learn basic radio operating. HF can come later.

Another part of my brain sees the excitement and growing popularity of the WSJT-X digital modes, especially FT8. Why do Technicians get to use CW on some of the HF bands but not other digital modes? That seems kind of silly in the year 2019. And making HF contacts with other states and countries on SSB is a lot of fun, too.

Another question to ask is “what harm could be done by this proposal?” We could see a lot more activity in the portions of the HF bands Technicians are given. Maybe so much that those subbands get overrun with signals…seems like a potential problem. Some people have argued that giving Technicians these HF privileges will cause them to not upgrade to General. That seems like a low risk…if they get hooked on HF operating, they will upgrade to get access to additional spectrum.

There are really two assumptions in play here:

  1. Attract Assumption: More people will be attracted to ham radio due to the expanded Technician HF privileges.
  2. Retain Assumption: That Technicians will be more engaged in ham radio activity due to the expanded HF privileges (perhaps upgrading to higher license classes).

The distribution of US amateur radio licenses is roughly Amateur Extra (20%), General (23%) and Technician (50%), the remaining 7% are Novice and Advanced. So roughly half of US radio amateurs have decided to get their “VHF oriented” license while the other half have gone on to get an “HF privileged” license. Frankly, I don’t see the General license exam as a big barrier…I see people studying for it in our license classes and 90% of them are successful on the exam. But the exam is yet another thing to do, so it does represent an obstacle to overcome, just not a big one. What I do see them struggling with is actually getting on the air with HF. See Getting On HF: The Fiddle Factor. Easier licensing is not going to address that problem.

Who Wants HF?

Many Technicians are just fine with the operating privileges they have. I even noted some Tech’s complaining they are tired of OF hams telling them they need to fall in love with HF. Interesting. I don’t have reliable data on what Technicians think but I see several types of Technicians that are quite happy with their existing privileges:

  • Family/Friend Communicators – these folks are not hard core radio amateurs but they got their license to communicate with friends and family.
  • Outdoor Enthusiasts – these folks use ham radio to augment their outdoor activities: hiking, biking, offroad driving, camping, fishing, etc.
  • Emcomm and Public Service Volunteers – these hams are involved in local emergency response, support of served agencies (Red Cross, Salvation Army, etc.) or providing communications support for marathons, parades, charity walks, etc.
  • Technical Experimenters – many radio amateurs are into experimenting with technology and the bands above 50 MHz offer a lot of opportunity for that.

I don’t know what percentage of Technicians are unconcerned about HF privileges but it is significant (half of them? perhaps more?) Providing HF privileges to this group will not have much of an effect. It seems like the ARRL should have data on this before serving up a proposal to change the licensing structure.

My Thoughts

What do I think? I think this proposal most likely will not make a significant difference with regard to attracting and retaining new radio hams. Something else is needed to do that, such as effective training programs, strong local clubs and mentors available to help newbies get started and build skills.

But it might just work. Maybe HF is the bright shiny object that will motivate people to pursue amateur radio.

So count me as agnostic on this proposal. I won’t be filing comments with the FCC. What do you think?

73 Bob K0NR


Top Ten FT8 Advantages For Slackers

We just got back from a very enjoyable trip to Roatan Island that included 8 friends vacationing together. The snorkeling and beach time were lots of fun. We stayed at the Seaside Inn, highly recommended.

Bob working SSB on Roatan Island as K0NR/HR9

Of course, I took along some ham radio gear and made radio contacts from the island using the Slacker DXpedition method. The station was a Yaesu FT-991 driving an end-fed half wave wire antenna, cut for either 20m or 40m. I operating as K0NR/HR9 and my co-slacker Denny was on the air as KB9DPF/HR9. (Reciprocal licensing info is available from the Radio Club De Honduras.) We started out on SSB but that was tough going with poor propagation, so we soon found that FT8 was more effective.

Screen shot of WSJT-X running FT8 mode.

We were pleasantly surprised with how well FT8 worked out for us as it was very compatible with the Slacker DXpedition philosophy. Now I know that some people find FT8 boring and useless. It certainly is a slow-moving mode, but we found in quite useful for a Slacker DXpedition.

Here are the Top Ten Reasons to Use FT8 for Island Time DX:

  • You can listen to your “island time” playlist while working DX.
  • You don’t annoy your fellow vacationers by screaming into the microphone.
  • You don’t have to worry about remembering proper phonetics.
  • You can read the other station’s QRZ page while the computer completes the contact.
  • You have time to visit the restroom without missing any contacts.
  • You can upload your log to LoTW while operating.
  • You have time to mix up a rum punch while making QSOs.
  • It doesn’t matter if you slur your speech a bit due to that extra rum punch.
  • If the run rate is really slow, the pc screensaver will kick in to entertain you.
  • You can actually make contacts when propagation sucks.

SOTA News: Joyce/K0JJW Is Half A Goat

Recently, my SOTA Activating Partner and Spousal Unit Joyce/K0JJW racked up more than 500 activating points for Summits On The Air (SOTA). This is halfway towards the coveted Mountain Goat award, so naturally this is referred to as Half Mountain Goat. Steve/WG0AT noticed this achievement and created this certificate for her.

She has activated 108 summits in 13 different associations (including HB Switzerland). All radio contacts have been on the VHF/UHF bands. She really likes it when another woman gets on the air with her, which she calls F2F (Female-to-Female) radio contact.

Congratulations, Joyce!

73 Bob K0NR

The Myth of VHF Line-Of-Sight

When we teach our Technician License class, we normally differentiate between HF and VHF propagation by saying that HF often exhibits skywave propagation but VHF is normally line-of-sight. For the beginner to ham radio, this is a reasonable model for understanding the basics of radio propagation. As George E. P. Box said, “All models are wrong, but some are useful.”

In recent years, I’ve come to realize the limitations of this model and how it causes radio hams to miss out on what’s possible on the VHF and higher bands.

Exotic Propagation Modes

First, let me acknowledge and set aside some of the more exotic propagation modes used on the VHF and higher bands. Sporadic-e propagation allows long distance communication by refracting signals off the e-layer of the ionosphere. This is very common on the 6-meter band and less so on the 2-meter band. I like to think of this as the VHF bands trying to imitate HF. Tropospheric ducting supports long distance VHF communication when ducts form between air masses of different temperatures and humidities. Auroral propagation reflects the radio signal off the auroral ionization that sometimes occurs in the polar regions. Meteor scatter reflects signals off the ionizing trail of meteors entering the earth’s atmosphere. Earth-Moon-Earth (EME) operation bounces VHF and UHF signals off the moon to communicate with other locations on earth. These are all interesting and useful propagation mechanisms for VHF and higher but not the focus of this article.

Improved Line-of-Sight Model

Now let’s take a look at more “normal” VHF propagation that occurs on a daily basis, starting with the simple line-of-sight propagation model. The usual description of line-of-sight VHF is that the radio waves travel a bit further than the optical horizon (say 15% more) . Let’s refer to this as the Line-of-Sight (LOS) region where signals are usually direct and strong. What is often overlooked is that beyond the radio horizon, these signals continue to propagate but with reduced signal level. Let’s call this the Non-Line-of-Sight (NLOS) region. The key point is that the radio waves do not abruptly stop at the edge of the LOS region…they keep going into the NLOS region but with reduced signal strength. Now I will admit that this is still a rather simplistic model. Perhaps too simplistic. I’m sure we could use computer modeling to be more descriptive and precise, but this model will be good enough for this article. All models are wrong, but some are useful.

WORKING the LOS and NLOS Regions

Let’s apply the model for Summits On The Air (SOTA) VHF activations. If we are only interested in working the LOS region, we won’t need much of a radio. Even a handheld transceiver with a rubber duck antenna can probably make contacts in the LOS region. It’s still worth upgrading the rubber duck antenna to something that actually radiates to improve our signal (such as a half-wave antenna). We may pick up some radio contacts in the NLOS region as well but our success will be limited.

To improve our results in the NLOS zone, we need to increase our signal strength. We are working on the margin, so every additional dB can make enough difference to go from “no contact” to “in the log.” Think about another radio operator sitting in the NLOS zone but not quite able to hear your signal. Your signal is just a bit too weak and is just below the noise floor of the operator’s receiver. Now imagine that you improve your signal strength by 3 dB, which is just enough to get above the noise and be a readable signal. You’ve just gone from “not readable” to “just readable” with only a few dB improvement.

What can we do to improve our signal levels? The first thing to try is improving the antenna, which helps you on both transmit and receive. I already mentioned the need to ditch the rubber duck on your HT. My measurements indicate that a half-wave vertical is about 8 dB better than a typical rubber duck. This is only an estimate…performance of rubber duck antennas vary greatly. A small yagi (3-element Arrow II yagi) can add another 6 dB improvement over the half-wave antenna, which means a yagi has about a 14 dB advantage over a rubber duck.

On the other hand, if you believe that your VHF radio is only Line-of-Sight, then there is no reason to work on increasing its signal level. The radio wave is going to travel to anything within the radio horizon and then it will magically stop. This is the myth that we need to break.

More Power

When doing SOTA activations, I noticed that I was able to hear some stations quite well but they were having trouble hearing me. Now why would this be? Over time, I started to realize these stations were typically home or mobile stations running 40 or 50 watts of output. This created an imbalance between the radiated signal from my 5 watt handheld and their 50 watts. In decibels, this difference is 10 dB. Within the LOS region, this probably is not going to matter because signals are strong anyway. But when trying to make more distant radio contracts into the NLOS zone, it definitely makes a difference. So I traded my HT for a mini-mobile transceiver running 25 watts. See the complete story in More Power for VHF SOTA.

Weak Signal VHF

Of course, this is nothing new for serious weak-signal VHF enthusiasts. They operate in the NLOS region all of the time, squeezing out distance QSOs using CW, SSB and the WSJT modes. They generally use large directional antennas, low noise preamps and RF power amplifiers to improve their station’s performance. They know that a dB here and a dB there adds up to bigger signals, longer distances and more radio contacts. A well-equipped weak-signal VHF station in “flatland geography” can work over 250 miles on a regular basis…no exotic propagation required.

Now you might think that FM behaves differently, because of the threshold effect. When FM signals get weak, they fade into the noise quickly…a rather steep cliff compared to SSB which fades linearly. FM has poor weak-signal performance AND it fades quickly with decreasing signal strength. This is why it is not the favored modulation for serious VHF work. But the same principle applies: if we can boost our signal strength by a few dB, it can make the difference between making the radio contact or not.

So VHF is not limited to line-of-sight propagation…the signals go much further. But they do tend to be weak in signal strength so we need to optimize everything under our control to maximize our range.

73, Bob K0NR

ARRL CEO Howard/WB2ITX Speaks

The new CEO of the ARRL, Howard Michel /WB2ITX spoke at the Ham Radio University event on January 5, 2019. The video below is worth watching to hear Howard’s thoughts on the role of the ARRL. The first 26 minutes are good, but the Q&A session that follows suffers from no audio coverage of the audience.

HRU keynote speaker 1-5-2019 from autocrime1 on Vimeo.

I think Howard has a tough job ahead of him, leading the ARRL through the start of its Second Century, including some long overdue reinvention. He stated that the ARRL has three roles that must remain in balance: A Membership Association, a Business and a 501c3 Charity. This is an important point that not everyone understands.

Howard also talked about the need for a three-way partnership between ARRL members, local clubs and ARRL staff. This partnership is currently weak and needs an overhaul. Lots of opportunity to improve here and tap into the power of volunteer members and clubs.

The slide below shows the lack of success in attracting new hams to become ARRL members. Howard said “something is wrong with the value proposition.”

The ARRL is not attracting enough new hams into ARRL membership.

This next slide drives the point home that the makeup of ARRL members is very different than the general ham population. The slide is hard to see in my graphic but ARRL members are mostly Extra class and General Class licensees and only a small slice of Technicians. The non-members are dominated by Technician licensees. In some ways, this shouldn’t be a surprise…you’d expect ARRL members to more active in the hobby with a tendency toward obtaining higher class licenses. I don’t recall ever seeing this data before.

ARRL members predominantly hold Extra class licenses, non-members are predominantly Technicians.

Howard talked briefly about some work that is being done to analyze the “Spectrum of Hams.” This seems like a clumsy name to me, but it’s really just classic market segmentation work aimed at understanding groups of users. You clump together users or customers that have similar needs so you can do a better job of serving them. Done correctly, this is important and fundamental work required to enable a customer-driven strategy. OK, I said customer driven, in the ARRL context I should probably say member driven. Same idea. Very important and very fundamental.

Now, the resulting model may be wrong. Someone once said: All models are wrong, some are useful. You build this kind of model, test it, fix it, make it better. Sometimes the insight you get doing the work is actually more important than the model produced. I believe the ARRL has been missing this kind of strategic analysis.

A market segmentation for radio hams.

I am quite encouraged about what Howard is saying. I think he is poking in the right areas and applying the right set of tools. This will be difficult change management for the ARRL, so I don’t expect it will come easy or quickly. But it’s a start.

What do you think?

73 Bob K0NR


Genesee Mountain: SOTA and VHF Contest

Bob/K0NR operating from the summit of Genesee Mountain (W0C/FR-194)

For the ARRL January VHF contest, I did a combination Summits On The Air (SOTA) and contest entry. I am recovering from a knee injury so Genesee Mountain (W0C/FR-194) turned out to be a nice easy hike for me. Of course, Joyce/K0JJW joined me and also did a SOTA activation. Caleb/W4XEN came along with us and activated the summit for SOTA using the HF bands. Finally, Brad/WA6MM showed up on the summit for a social visit.

Hiking route to Genesee Mountain from lower parking area.

To get to the Genesee Mountain, go west on I-70 from Denver, take Exit 254 to the south. Turn right onto Genesee Mountain Road and head into Genesee Mountain Park. There is an extensive trail system in the park and several different ways to reach the summit of Genesee Mountain. In fact, if the gate is open, you can drive right to the summit. The route we took starts at a parking area that is always open. With only a 0.7 mile hike (300 feet vertical), this is an easy and highly-recommended trail.

Leaving the parking area going uphill, we soon encountered the Genesee Mountain Trail which we followed to the left. Later we transitioned to the Genesee Summit Trail, which goes to the summit. Both of these are well marked but you need to make sure you catch the “summit” trail.

This sign clearly marks the route to the summit trail
A flag pole marks the summit.

We took more than the usual set of equipment for this activation so that we could cover the 6m, 2m, 1.25m and 70cm bands. For FM, we set up a Yaesu FT-90 2m/70cm transceiver with a ladder-line J-pole hanging from a rope in a tree. This omnidirectional antenna does not have any gain but I figured that for FM it would be most efficient to not mess with having to point a yagi antenna. For 2m and 70cm ssb/cw, I used a Yaesu FT-817 driving an Arrow II dualband antenna. The FT-817 also handled the 6m band, driving an end-fed half-wave wire antenna supported by a fishing pole (HF SOTA style). For the 1.25m band, I just used an Alinco handheld radio.

Caleb/W4XEN operating the HF bands for SOTA. Note the use of the SOTA flag to obtain an extra 2 dB of signal.

Genesee Mountain is a popular SOTA summit because it is so easy to access but still provides a good outdoor experience. We encountered a dozen of so hikers and mountainbikers on the summit and it can be very busy during a summer weekend. The summit is wide and flat with plenty of room to set up a portable station. For VHF, it has an excellent radio horizon to the front range cities.

Brad/WA6MM and Joyce/K0JJW on the summit.

Joyce made 14 contacts on 2m and 70cm FM. I made 52 QSOs, as shown in the table below. SSB activity was relatively light considering it was a VHF contest weekend. I was pleased to work Jay/W9RM in DM58 on 2m SSB at a distance of 167 miles. W9RM is on the other end of the state with many mountains blocking the path. I also worked Jim/WD0BQM in Mitchell, NE (DN81) on 2m CW, at a distance of 175 miles. VHF is not limited to line of sight!

    Band   Mode  QSOs     Pts  Grd  
      50  USB      5       5    2   
     144  CW       1       1    1   
     144  FM      19      19    2   
     144  USB      7       7    2   
     222  FM       3       3    1   
     432  FM      15      30    2   
     432  USB      2       4    1   
   Total          52      69   11   
        Score : 759

We had a great day on the summit, operating for just under 4 hours (with lots of breaks along the way). Thanks to Caleb/W4XEN and Brad/WA6MM for joining the fun. If you are looking for your first or an easy SOTA activation, give Genesee a try.

73 Bob K0NR

2019 Technician License Class

Black Forest, Colorado; Sat March 16 and 23; 8 AM to 5 PM

Black Forest Fire Station, intersection Burgess Rd. & Teachout Rd.

The Technician license is your gateway to the world-wide excitement of Amateur Radio, and the very best emergency communications capability available!

• Earn your ham radio Technician class radio privileges
• Pass your FCC amateur radio license exam right in class on the second day
• Multiple-choice exam, No Morse Code Required
• Live equipment demonstrations
• Learn to operate on the ham bands, 10 Meters and higher
• Learn to use the many VHF/UHF FM repeaters in Colorado
• Find out how to participate in emergency communications

Registration fee: $30 adults, $20 under age 18

In addition, students must have the required study guide: HamRadioSchool.com Technician License Course Third Edition, effective 2018 – 2022, $22.95 print, $19.99 Kindle

Advance registration is required (No later than two weeks before the first session, earlier is better, first-come sign up basis until class is full.) To register for the class, contact: Bob Witte KØNR Email: bob@k0nr.com or Phone: 719/659-3727

Sponsored by the Tri-Lakes Monument Radio Association For more information on amateur (ham) radio visit www.arrl.org

Top Five K0NR Blog Posts for 2018

Closing out 2018, here are the top five blog posts at k0nr.com during the year. Apparently these posts are “evergreen content” because they were all written years ago, well before 2018. With the exception of the Baofeng cable article, they were all on the top five list last year.

Happy New Year and 73 from Bob/K0NR

Ham Radio, Chess and Model Railroading

Every once in a while, I look at the number of licensed radio amateurs in the US and ponder how ham radio participation rates compare with other hobby activities. Take a look at this post from 2005: Some Amateur Radio Statistics and this one from 2015: Ten Year Trends in US Ham Licenses.

The latest number of FCC amateur radio licenses (March 2018, from ah0a.org) is 749,711 (Novice: 8847; Technician: 379,735; General: 174,478; Advanced: 41,153; Extra: 145,498)

The population of the United States (2018 estimate) is 325 million which means that FCC amateur radio licensees are 0.2% of the US population. (Yes, this number surely overstates the number of active radio hams.) From the 2017 Annual Report, ARRL membership is 159,070, which is a decline of 3% from the previous year, apparently associated with a recent dues increase. There is a slight time skew in the numbers but this means that ARRL membership is ~21% of the FCC licensees. This represents about a 2 point decline from the same calculation for 2005. Not a good trend.

It is interesting and maybe even useful to compare these numbers to other activities we are familiar with in the US.

Fishing

I stumbled across an in-depth analysis of sportfishing (basically all kinds of recreational fishing) by the American Sportfishing Association.  This report on US Angler Participation says that 49 million people in the US participate in fishing, or 15% of the US population. Frankly, that number seems a bit high but let’s just go with it. Perhaps what’s more interesting is their analysis of renewal rates for fishing licenses and potential reasons for why people start and stop fishing. Oh, guess what? Young people are not pursuing fishing at the same rate as adults so there is concern about the future of the sport. Browse through the website and you will find reasonably good data on the state of fishing in the US.

Outdoor Sports

The Outdoor Industry Association publishes data on a wide variety of sports ranging from bicycling to birdwatching. According to their numbers, every activity they track has a larger percent of the US population than the FCC amateur radio license number.  A very popular outdoor activity is bicycling, with a participation rate of 24%. Other significant sports listed include camping (21%), running (21%), hunting (6%) and downhill skiing (4%). Even birdwatching comes in at 3% and snowshoeing is listed as 1%.  This report also analyzes participation rates, motivations and trends by race, age and other factors. Good stuff.

Chess

I came across a web page that asks the question “how many people play chess?” This caught my eye because I think there are significant similarities between the game of chess and amateur radio. The answer: no one knows.

One study claims that 15% of the US population plays chess at least once per year.  This would be close to 50 million players and put it in the same participation class as camping or bicycling. That just seems too high…I can name quite a few of my friends and family that camp and bike. I can’t name hardly any that play chess regularly.

The US Chess Federation has 85,000 members, who are presumably actively involved in chess (for the most part). There are probably many times more people that play chess casually. A wild and generous guess of 10 times or 850,000 players would still only be 0.26% of the US population.

The chess community has many effective programs to help children get started in the game. This is probably a real strength for that community. However, I noticed several discussions in online forums lamenting the fact that children tend to drop the game in their teen years. Also, Sports Illustrated just published an article about how chess has always been dominated by men with women making limited gains in participation.

Model Railroading

Then someone on reddit asked why ham radio magazines have disappeared but model railroading magazines are quite available at the local bookstore. Now that is an interesting comparison. Model railroading is a well-established hobby that many people pursue for enjoyment. It is a bit “old school” with a strong hands-on “maker” aspect to it. It has also has seen the impact of newer technology, especially digital electronics. In terms of alternative activities, it is seeing competition from radio-controlled cars and aircraft.

This online forum puts the number of US model train hobbyists in the range of 150,000 to 300,000, but without much in the way of hard numbers (just anecdotal evidence).  One person argued that the number is more like 1 million hobbyists. This web site makes the claim (without references):

Today there are a half million model railroaders and toy train hobbyists in the US and Canada!

But many model railroaders see challenges ahead. This Wall Street Journal article discusses how the demographics of the railroader population are changing: End of the Line for Model Trains? Aging Hobbyists Trundle On

This web site also discusses the trends in model railroading. I found this quote to be relevant:

This hobby (as well as a lot of other markets) is currently dominated by the baby boom generation. They will be dwindling in numbers over the next ten years, and the generations behind them just don’t have the numbers to fill in unless there is a significant boom of interest in model trains.

One commenter suggests there are 1 million model railroaders in the US.

Analysis

First, I am struck by the number of different hobby and sports activities available to us. From a historical perspective, North Americans have significant leisure time and a multitude of activities to choose from. Some of those are “mainstream” in the sense that most people are aware of them and many people do them (examples: fishing, bicycling, running). Other activities fall into a niche (< 1% of the US population) but still have vibrant communities that pursue them with gusto (examples: chess, amateur radio, model railroading). The participation rate for Chess may actually be higher than 1% of the population…I’m really not sure…but it looks more like a niche activity than a mainstream hobby.

The mainstream activities tend to have access to good data on participation in the sport or hobby while the niche activities tend to be lacking reliable data. It seems that the more popular activities have a industry association or member organization with sufficient resources to pursue obtaining participation data and maintaining it over time. The information available concerning sportfishing and outdoor activities was pretty impressive. Chess, amateur radio and model railroading…not so much. If you are worried about the health of a hobby or sport, the first step is to have accurate data. (I recently heard that ARRL Headquarters is pursuing this. I certainly hope so.)

Participants in many of these activities express concern about the demographics of their communities. There are lots of comments on web sites about needing to attract younger participants for the future of the hobby, along with comments about how kids don’t seem to be interested. The big concern was getting kids involved but there are also issues of low participation by women. Certainly, we hear these same concerns in the amateur radio community.

One big takeaway is that amateur radio is not the only community that is concerned about growth. I’d really like to hear from radio amateurs that are active in chess and model railroading, to compare and contrast their experiences.

73 Bob K0NR

The Three Laws of Electronic Measurement

On Saturday, I had the privilege of talking to a group of radio amateurs on the topic of electronic measurements. I opened the session with a short discussion of “why do we even need electronic measurements?” This was captured in three “laws” listed below:

Bob’s First Law of Electronic Measurement

With electricity, most of the time we cannot observe what is going on without measuring instruments.

Bob’s Second Law of Electronic Measurement

When we can observe electricity directly, it is often a bad thing.

Bob’s Third Law of Electronic Measurement

Lord Kelvin was right

RMHam University – Test and Measurement

The Rocky Mountain Ham Radio group offers an educational series they call RMHAM University. I am honored to be able to present on the topic of Practical Ham Radio Measurements on Saturday morning Dec 15th.

As many of you know, this topic is an intersection of my hobby of amateur radio and 40 years working in the electronic test and measurement industry. I’ve written two books on the electronic measurement and enjoy talking about it.

Here’s the agenda for the class.

Topic Comments Time
1.       Introduction Measurement Concepts, trends in test and measurement 8:00 to 8:30
2.       Digital Multimeters Voltage, current and resistance measurements 8:30 to 9:20
Break
3.       SWR Measurement SWR, reflection coefficient, SWR measurements, antenna analyzers, vector network analyzers 9:30 to 10:20
Break
4.       Oscilloscope measurements Time domain, bandwidth, scope probes 10:30 to 11:00
5.       RF Measurements Frequency domain, spectrum analyzers, SDR receiver, transceiver tests, power measurement 11:00 to 11:30
Discussion and wrap up 11:30 to noon

Location and Registration

Cherry Creek School District Educational Services Center
4700 S. Yosemite St.
Greenwood Village, CO 80111
Please register with the RMHAM web site so we know how many to plan for.  There is no charge for the class.
https://www.rmham.org/wordpress/rmham-university-2018/
Here are my slides in pdf format:
Practical Amateur Radio Measurements

If you need the original powerpoint slides, send me an email.

73 Bob K0NR

Winter SOTA on Devils Head (W0C/FR-051)

One of our favorite summit hikes along the front range of Colorado is Devils Head lookout tower (W0C/FR-051). This hike is about 1.5 miles one way with 900 feet of vertical gain. See my summer trip report from July 2012 for more information on the hike. This year we activated the summit in winter.

Devils Head Fire Lookout Sign
The sign at the bottom of the steps leading to the fire lookout.

One problem with this trail is that it has become extremely popular in the summer months. The actual summit and lookout tower is not very big and can get very crowded. This is tolerable for hiking but can make a Summits On The Air (SOTA) activation difficult. It certainly is not a “get away from it all” experience.

Bob and Joyce on the trail
Joyce/K0JJW and Bob/K0NR on the trail to Devils Head.

Recently, Brad/WA6MM pointed out that the summit is still accessible now (in late November) and the crowds have all disappeared. Note that the trailhead will be difficult to access starting December 1st (see the Devils Head  forest service page).

Devils Head trail in winter
Typical trail conditions for our hike.

We took highway 67 out of Sedalia, then south on Rampart Range Road (FS 300) to the well-marked side road that goes to the trailhead . The forest service roads had 6 to 8 inches of snow on them but we were able to drive our 4WD pickup truck to the trailhead without any problem. The trail was also snow covered but walking in high-top hiking boots worked just fine. We had our microspikes along in case of ice but did not use them.

Devils Head Lookout
View of the Devils Head lookout tower in winter.

As you can see from the photos, it was a bright sunny day…wonderful day to be out hiking in the mountains. Temperature was about 25 degrees F but very light wind.

 

view from Devils Head
View to the east from the summit of Devils Head.

We met a total of four other parties on the trail, so not very busy.

Once on top, we started calling on 146.52 MHz with many stations responding. That summit has good line-of-sight to Denver and the other front range cities. As things quieted down on 2 meters, I switched to 446.0 MHz and worked a bunch of stations there, too. We were using the small TYT 2m/70cm mobile transceiver (which I recently repaired) and yagi antennas for 2m and 70cm. I also had my 23cm HT and Comet yagi with me and managed to work Paul/W0RW on 1294.5 MHz, about 33 miles (53 km) away in Colorado Springs.

Here is my log from the activation:

Joyce worked a subset of these stations. In particular, she was very happy to work three women. She has been referring to these contacts as “F2F” for “female to female.” On this activation, her F2F QSOs were: Annette/KA0JKZ, Sharon/KC0PBR and Barbara/W0BJE. Way to go, ladies!

1.2 GHz yagi antenna
Bob/K0NR holding the 1.2 GHz Comet yagi antenna.

We’ve made a note to do this summit again next year, after the crowds are gone. It is a really nice early winter hike. Thanks to everyone that worked us on the summit.

73 Bob K0NR

My SOTA Battery Journey

Batteries are a necessity for portable operation, including Summits On The Air (SOTA) activations. In situations where I’m using a handheld transceiver, it has its own battery. I might carry a spare battery or two, depending on how long I intend to operate.

I also make use of my Yaesu FT-817 (mostly for 2m ssb/cw) and a small 2m/70cm FM transceiver (Yaesu FT-90). The FT-817 has an internal battery pack but I worry that it will run out of charge during the activation. The FT-90 needs a battery to function, drawing 9.5 A at full power. However, I usually run it at a lower power setting, probably drawing about 5 or 6 A.

Sealed Lead Acid Battery

Lead Acid battery
Sealed Lead Acid batteries are a tried and true technology that is cost-effective and heavy.

I started out using a small sealed lead acid (SLA) battery. These use well-established battery technology that has stood the test of time. They are easy to charge and do a good job. But they are a bit heavy. Initially, I thought “what’s an extra pound or two in my backpack?” Later, I started looking around for something more compact and lighter. As backpackers and SOTA activators know, a pound here and a pound there means you up end up with a really heavy backpack.

Lithium Iron Phosphate Battery

RC airplane battery
Lithium Iron Phosphate batteries are compact and lightweight.

Many SOTA activators use lithium iron phosphate (LiFePo4) batteries that are commonly used for radio-controlled aircraft/vehicles.  I bought two of these batteries (Zippy 4200) and a special charger that handles LiFePo4. These batteries are lightweight and have great power density. One charge handled several SOTA activations…I never ran out of power.

Battery wire connections
Two battery connections for LiFePo4: the charging connection that accesses each cell and the output connection that goes to the radio.

As shown in the photo, these battery packs have two connections: one for charging that accesses each cell individually and one for current output that you connect to your radio. I removed the output connectors that came installed and replaced them with PowerPole connectors.

These batteries worked pretty well for me. They had plenty of capacity and held their voltage nicely during discharge. Then one of the batteries failed early in life. (I think I was taking good care of them, too.) One annoying thing with these batteries is that the charger was relatively large and had a fragile adapter that connected to the battery charging port. (This allows one charger to handle a wide variety of battery packs.) This was not a problem at home but I found it to be a disadvantage when traveling.

Bioenno Power 12 Volt Series

When the Zippy battery failed, it caused me to look further for other options. I ended up adopting the Bioenno series of batteries, specifically their 12V series: 12V Series – LFP (LiFePO4) Batteries. These battery packs also use LiFePO4 cells, but the charging controller smarts are embedded into the battery pack. These packs also have short circuit protection which is an awesome safety feature for lithium batteries. This makes the battery pack friendlier to use but it does cost a bit more. They also come with PowerPole connectors installed (along with another connection for the charger).

From the Bioenno web site:

Our 12V LFP Lithium Iron Phosphate batteries give you the following advantages:

  • We guarantee our entire battery range comes with built-in protection-circuit-modules (PCM) micro-computers that internally balanced cells and confer protection including from overcharge, overdischarge and short circuiting.
  • Bioenno Power battery is thermally and chemically stable
  • A Bioenno Power battery is dependable and reliable without the possibility of lithium fires
  • Bioenno Power battery is 50% to 70% lighter than a traditional SLA (sealed lead acid) battery
  • Bioenno Power battery allows for extraction of >80-90% of the rated capacity, whereas an SLA battery only allows for 50% of the rated capacity
  • A Bioenno Power product has a service life of 2000+ charge cycles at 5-10+ years with a shelf life that far exceeds the service life of many other batteries

Bioenno Power Battery
Bioenno 4.5 Ah battery pack.

I bought two of their battery packs. The 4.5 Ah pack is for normal SOTA use, small and lightweight (1 pound). The second pack is 9 Ah for when I’m operating for a longer time (weighs 2.6 pounds), such as mountaintopping for a VHF contest. The Bienno 2A charger, which has a nice compact form factor, works with both of them. This charger is much better for packing up when traveling.

Larger Bioenno Power Battery
Larger Bioenno Power Battery (9 Ah)

Bioenno Power Battery Charger
The Bioenno 2A charger works with both battery packs.

I have used the Bioenno batteries on several SOTA activations and I’m quite happy with the setup. The Zippy LiFePO4 (and Sealed Lead Acid) are fine to use but I have found that the Bioenno system is superior overall. I will probably add a few more Bioenno battery packs to my collection over time. They make some really large batteries that would be good for EmComm work, but too heavy for hiking.

That’s my story on battery packs. What are you using?

73 Bob K0NR

SOTA Activation in Switzerland (HB/SG-049)

The summit of Selun (HB/SG-049), left of center, viewed from the trail.

Joyce/K0JJW and I were planning a trip that included some time in Europe. It turned out that our airline route would connect through Zurich. Rather than spend a few hours in an airport, we decided to spend a day or two in Switzerland.

Somehow the discussion turned to Summits On The Air (SOTA) and whether we should do an activation in Switzerland.  Slowly, a plan developed to do a “check the box” activation on a local summit near Zurich. As readers of this blog know, I’ve been exclusively using VHF/UHF for SOTA activations. We decided to pack really light so SOTA gear on this trip was extremely limited: 2m/70cm handhelds and vertical antennas. Sorry, no yagi.

The super-compact, multi-op VHF SOTA kit: two FT-1DR transceivers, two RH770 antennas and a charger.

SOTA Help

I came across this thread about the proper callsign prefix when operating under CEPT rules in Switzerland. The SOTA association is called HB but valid callsign prefixes are HB9 (full license) or HB3 (novice license). This sent me back to the CEPT rules to make sure I understood them correctly:  Recommendation T/R 61-01 and ECC Recommendation (05) 06. The short story is that as an Amateur Extra licensee, I operate as HB9/K0NR. Joyce has a General Class license which corresponds to the “novice” category under CEPT, so she uses the callsign HB3/K0JJW.  Apparently as an Extra, I had previously overlooked or forgotten some of the fine points of CEPT. Specifically, US Extras are given full privileges by CEPT but Generals can only operate in a subset of CEPT countries while Technicians get no privileges at all (yet another reason to upgrade your license).

I also put out a request for advice on the SOTA reflector:

Joyce/K0JJW and I have one day in Zurich later this month. Somehow the idea of squeezing in a SOTA activation while in Switzerland made it onto the itinerary.

This will be on 2m FM only with basic gear. The current plan is looking like a hike up Altberg (HB/ZH-015) but we are open to other ideas.

A number of people responded with helpful information. Soon I was contacted by Paul/HB9DST who suggested we do an activation together. Paul is an American living just outside of Zurich (his US callsign is AA1MI) and is very active in SOTA. We soon had our eyes on the Churfirsten SOTA summits which are southeast of Zurich (see Paul’s activation reports).  Ultimately, we chose the summit of Selun (HB/SG-049). Clearly, this was a huge upgrade to a classic Swiss mountain (compared to our original plan).

Activating Selun (HB/SG-049)

Selun (HB/SG-049) is east and a bit south of Zurich by 35 miles (56 km), as indicated in the lower right corner of the map.

Access to the trail was via several train rides and a bus ride (about 2 hours), then a short walk to the Selun cable car. This cable car is quite unique in that it is a homebrew design (see the photo below). We piled into the cable car and rode it to where the real hike started.

The Selun cable car is a bit of a homebrew device but perfectly safe. As far as we know.

 

Joyce/K0JJW and Bob/K0NR riding the cable car.

On the Trail

The bottom station of the cable car is at ~3000 feet (900 m) which took us up the hill to ~5000 feet ( 1500 m), so it definitely sliced off some elevation gain. The summit of Selun is at 7234 feet (2205 m), which gave us a moderate but not crazy difficult hike. My GPS app recorded a distance of 1.7 miles and 1900 vertical feet (one way).

Our hiking route is shown in blue ascending the summit from the north. There are six other SOTA summits on the same ridge, marked by waypoints on the map.

 

We were treated to wonderful views on the hike, often with clouds laying low in the valley.

The weather was excellent for late October with blue skies above and some clouds laying in the valleys.

Joyce/K0JJW working 2m fm with Paul/HB9DST cranking out the CW contacts in the background.

Paul is an HF/CW enthusiast so that made sharing the bands very easy. He strapped his fishing pole to the summit cross and strung out an end-fed wire for 40m, 30m and 20m, making a total of 40 QSOs. Joyce and I took turns on 145.550 MHz FM using our Yaesu FT-1DR handheld radios with vertical antennas.

Paul/HB9DST working HF CW on the summit.

Bob (HB9/K0NR) operating 2m fm from the summit of HB/SG-049.

I made 13 contacts on VHF, including three Summit-to-Summit (S2S) contacts. HB9PMF was close by on SG-017 (Hinterrugg), another summit in the Churfirsten. I also stayed on the summit while Joyce and Paul hiked down out of the activation zone so they could work me for chaser points, giving me a total of 15 QSOs.

My log is shown below. All contacts were on 145.550 MHz. Note that the calling frequency in Switzerland (all of Europe?) is 145.500 MHz. Joyce worked a subset of these stations.

The HB9/K0NR/P log from HB/SG-049

Operating notes

I have to admit that it was a challenge keeping everything straight while making QSOs. I had to add the HB9 prefix on the front of my US callsign and “portable” on the tail end (local practice for activator stations). That’s “HB9/K0NR/P” instead of just “K0NR”…there is a reason we prefer shorter callsigns. All that along with the usual signal report, name, SOTA designators, etc. Fortunately, everyone we worked had reasonable English skills. Mein Deutsch ist nicht so gut. If I sounded a bit confused, I probably was and at only 7200 feet I can’t blame the altitude.

It was definitely a thrill to work the S2S stations and two other countries (Germany and Austria) on VHF. (I have never done that on SOTA VHF from Colorado…I rarely work anyone outside of the state.)

Bob/K0NR and Paul/HB9DST enjoying refreshments after the hike.

After we hiked back down, Paul suggested that we had to stop in at the local farmhouse restaurant (Selun Ochsenhuette) for a drink. It was all part of the Swiss SOTA experience!

Paul was a magnificent host for our short stay in Switzerland. We stayed two nights at his place and he guided us on a fantastic SOTA activation.  Without his help, we would have probably activated a small summit near Zurich and would have been in the low clouds all day. We would have left the city thinking “I bet this is a beautiful place when the sun is shining.” Instead, we had an excellent day hiking the Swiss mountains and playing ham radio. Thanks, Paul!

Joyce is showing off her sewing project — a SOTA Mountain Goat patch on Paul’s backpack.

Joyce did find one small way to repay Paul’s kindness. Being an skilled seamstress, she sewed Paul’s prized SOTA Mountain Goat patch onto his pack. Nice job, Joyce!

73 Bob K0NR

FOT: Frequency, Offset and Tone

One question we often hear from new hams (and maybe some not-so-new hams) is “why can’t I get into the repeater?” They get their hands on a new radio, set it up to use one of the local repeaters and it’s not working. Now what?

There can be a whole bunch of reasons why you can’t get into a repeater so it is difficult to come up with a quick fix for all situations. However, in this article we’ll talk about some basic troubleshooting steps to help diagnose the problem. For this article, I am assuming that your first rig is a handheld vhf/uhf transceiver but the general approach will work with mobile or base transceivers, too.

FOT

Many times the problem is due to not having the transceiver programmed correctly. The key things we have to pay attention to are: Frequency, Offset and Tone (FOT). To access a repeater you need to have its Frequency entered into your radio, have its transmit Offset set correctly and have the right CTCSS Tone turned on. You might not need to check all of these things in that exact order but it is a good way to approach the problem. Using the programming software (and suitable cable) for your radio can be a big help.

Frequency –First you need to program in the frequency of the repeater you want to access. The actual key strokes or knob turns will depend on the particular model of radio so consult your operating manual. The frequency you enter is the repeater transmit frequency which will be your receive frequency. Repeaters are always referred to by their transmit frequency, which can be found in an online or printed repeater directory.

Offset – Next, we need to make sure the proper transmit offset is programmed into the radio. This is the difference in frequency between the repeater transmit frequency and its receive frequency. Your transceiver will automatically shift your frequency when you transmit, if you have the right offset programmed. In most parts of the US, the standard offset is 600 kHz on the 2m band and 5 MHz on the 70cm band, and can be either in the positive (+) or negative (-) direction. Your repeater directory will list the offset and direction. Most radios will default to the standard offset but you may have to select + or – offset. Usually a + or – symbol will appear in the display to indicate the offset selected.

As an example, my repeater is on 447.725 MHz with a – 5 MHz offset. So you would enter 447.725 MHz into your radio, make sure the offset is set to 5 MHz and select – as the offset direction. You can verify that your radio is programmed correctly if you see 447.725 MHz displayed during receive, which should change to 442.725 MHz when you push the transmit button.

Tone – For most repeaters, you will need to transmit a CTCSS tone to access the repeater. (CTCSS is Continuous Tone Coded Squelch System.) Repeaters with carrier access do not require a tone, so you can skip this step. This is normally a two-step process: set the tone frequency and then enable the tone. Sometimes this is done with one selection (with “Off” being an option for the tone frequency). Some radios have separate settings for the transmit tone and receive tone. For now, just leave the receive tone off, since it can be a source of confusion. The tone that you need to set is your transmit tone. Most radios display a “T” somewhere on the display when the tone is enabled. Again, check your operating manual.

Kerchunk

At this point, you should be ready to try accessing the repeater. After listening on frequency for a minute, transmit and identify using your callsign. On most repeaters, you will hear a short transmission coming back from the repeater along with a courtesy beep. A courtesy beep is just a short audio tone or tone sequence that occurs after someone finishes transmitting. If you hear the beep, then you accessed the repeater. Congratulations! Go ahead and make a call and see if someone will come back to you.

Troubleshooting

What if you don’t hear the repeater coming back to you? Then we need to go into troubleshooting mode. If the radio is new, you might wonder if it is even working properly. The quality level of today’s equipment is quite good, so most likely your radio is just fine. Still, you may want to check it out.

First, you can check to make sure your radio is receiving properly. In the US, a good way to do this is to tune into your local NOAA weather transmitter.These transmitters are on the air continuously, operating on 162.400, 162.425, 162.450, 162.475, 162.500, 162.525 or 162.550 MHz. These frequencies are outside of the 2m ham band but most ham transceivers are able to listen to these frequencies. You’ll want to set this frequency as simply as possible…use the keypad or VFO mode to enter it directly. In most cases, you can just try the short list of frequencies until you hear the transmitter in your area.

Next, you might want to know that your radio is able to transmit a signal. The best way to do this is find a local ham nearby that can run a simplex check with you. By nearby, I mean within 5 miles or so, because we want someone so close that there is no question about whether they should be able to contact us. Program your radio to a 2m simplex frequency such as 146.52 MHz (the National 2m FM Simplex Frequency). For this test, we do NOT want the transmit offset turned on…the radio needs to be set to simplex. You can double check this by looking at the display when transmitting—it should show 146.52 MHz (transmit frequency is the same as the receive frequency). For this test, we don’t care about the transmit tone…it can be on or off. Have the other ham give you a call and see if you can contact him. If you happen to have a second transceiver, you can try this test yourself – just see if each radio can hear the other one. One warning: do this on a simplex frequency. Trying to go through a repeater can really confuse things because you may not have the offset and tone set properly. Even more confusing is that one radio can “desense” the other radio, which means that the other radio’s receiver will be overloaded and not able to receive the repeater’s signal. Using simplex keeps things simple.

The final thing to check is whether your signal is able to reach the repeater. Well, that is a bit of a challenge! For starters, are you sure you are within range of the repeater? Have you ever heard a signal from this repeater, and was it full scale on your S meter? You may want to ask local hams about whether you should be able to hit the repeater from your location with the radio you are using. For that matter, you might want to check if the repeater is actually on the air – they do go down from time to time.

This brings us to an important point about the use of handheld transceivers. They are really, really handy. How else can you carry a complete ham radio station in your hand? Well, the tradeoff is that an HT operates with relatively low power (5 watts or less) and has a compromised antenna. (The standard rubber duck antenna on an HT is a very convenient crummy antenna.) You may need to add some extra umph to your signal by improving the antenna. Some good dualband choices are a longer whip such as the RH 770 antenna or a magnetic-mount mobile antenna placed on a vehicle or on other metal object.

Summary

In this article, I’ve tried to provide some assistance in figuring out why you aren’t hitting the repeater. The most common problem for newly acquired radios is getting them programmed (remember FOT: Frequency Offset and Tone). Once you have that right, it is usually just making sure that you have enough signal to make it to the repeater.

73, Bob K0NR

Note: this article is adapted from Hey, Why Can’t I Access the Repeater? on hamradioschool.com

Getting On HF: Some Remedies

In my previous blog post, I listed four barriers to getting on HF:

  • antenna restrictions
  • radio frequency interference (RFI)
  • cost
  • the fiddle factor.

Fiddle Factor really represents how multiple issues can come together to dramatically increase the complexity of an HF installation.

Now I’d like to propose some ways of dealing with these barriers.

Antenna Restrictions

A lot has been written about this problem and there’s enough material to write a dozen books about this topic. The remedies that come to mind fall into two main categories:

  • Hide your antenna
  • Change your location (temporarily or permanently)

Common strategies for hiding an HF antenna include: attic antenna, low profile wire antenna, flagpole antenna and temporary antenna. I recently came across this fabulous guide to stealth antennas from The Villages Amateur Radio Club. It was developed based on practical experience in an HOA-controlled community. One interesting point they stress is that the mode you use interacts with the capability of the antenna. Simply put, if you are using a compromised antenna then it really helps to use a more efficient mode such as CW, PSK31, JT65 or FT8. Good advice!

I received quite a bit of feedback via twitter that a solution to antenna restrictions is change your location.  One answer is to permanently move your home to a new location, typically out in the country with wide open spaces and no restrictive covenants. This is easy to say and often difficult to do.  I am going to assume that for the most part you are stuck with your home location (for whatever reason) and not spend much time on it here. But keep this in mind when the opportunity to move happens. Every time I’ve purchased a house, I always evaluated the property for antenna options.

Another option is to change your location temporarily, as in portable operation (can you say Summits On The Air?) I like portable HF operating and have operated from a number of islands while on vacation. You don’t have to do a DXpedition, you can always just go to a local park and set up a station there. Heck, you can always “go portable” in your backyard. Set up  a temporary antenna, operate and take it down before anyone has a chance to complain.

Another “change your location” strategy is to use a remote ham radio station. Many clubs have established a remotely-controlled station (usually controlled via the internet) for their members to use. Or you could use one of the commercial remote radio systems (such as Remote Ham Radio).

Radio Frequency Interference (RFI)

RFI generally occurs when a device creates radio frequency energy on frequencies that you want to use.  One very discouraging experience is to turn on your newly-installed HF station to find the ambient noise at S5 across your favorite operating band. Frankly, this can be a really difficult problem to solve. Many books have been written on this topic, too. One of the best is The ARRL RFI Book. The ARRL RFI web page may be helpful, too.

The source of interference is either under your control (something in your residence) or it can be from external sources (your neighbor’s house, the AC power lines, …)  RFI sources are easier to find in your own home. A good first move is to go around and unplug everything electronic in the house to see if the problem goes away. Or you can go through your circuit breaker box flipping all circuits off until the problem disappears. (Of course, you need to keep you HF radio powered up so you can listen for the noise.)

If the problem is outside your home, things get a lot more difficult. You’ll have to track down the source and engage the owner of the device in a conversation about correcting the problem.

If the problem is power line noise, the electric utility is supposed to be able to correct it. However, the technical capability on RFI issues at electric companies ranges from none to quite competent.

Cost

What can we do about the cost of getting on HF? I’d say, not a lot. Your best strategy is to look for used equipment which can be less than half the price of new. However, if you are comparing an HF station to the cost of a $30 Baofeng handheld transceiver, you will probably be disappointed. In my previous blog post, I estimated that a used HF station could be on the air for ~$500.

One comment I received via twitter is that the cost alone may not be the issue. For some folks, the issue is spending that much money and not knowing how much success they will have on HF and whether they will truly enjoy it. Good point. One way to deal with this issue is to operate from someone else’s station to try out HF or to borrow some equipment. This will defer the cost until you know more about HF operating and judge whether it’s right for you.

One idea that might look attractive for saving cost is to buy an inexpensive, low-power (QRP) transceiver. I would avoid that option as it increases the fiddle factor.

The Fiddle Factor

The fiddle factor represents how multiple issues can come together to dramatically increase the complexity of an HF installation. When the complexity increases, the probably of success decreases because there are just more things to go wrong.

So the remedy is to avoid a high-fiddle-factor installation. Ideally, you would use a simple antenna (dipole, end-fed halfwave, etc.) hung in the clear with no obstacles around. Real world constraints may come into play here and require you to make other choices. Just be aware that each complication drives complexity.

Find a Mentor (Elmer)

The one universal strategy for success with ham radio is find a mentor, also called an Elmer. Having an experienced radio ham to answere questions and bounce ideas off of is extremely valuable.

How do you find a mentor? See Dan/KB6NU’s suggestions on the topic. You may have to settle for mentoring via the internet but it is way better to have someone local that can actually see your house and antenna installation options.

Anything else?

Those are my suggestions for how to deal with the barriers of getting on HF. I am sure there are more ideas out there.
What do you think?

73 Bob K0NR

SOTA Activation: Mount Emma or Emma Burr Mountain (W0C/SP-127)

There is a SOTA (Summits On The Air) summit just north of Tincup Pass with an elevation of 13,538 feet. The SOTA database (W0C/SP-127) says the name is Mount Emma but all of my maps indicate that it is Emma Burr Mountain. (I contacted the W0C Association Manager and we’re working it out.)

Joyce/K0JJW and I did the first activation of this summit in late September. The weather was wonderful except for the wind that pounded us anytime we were exposed on a ridgeline, which is to say it happened a lot. We started our ascent from Tincup Pass, which is at 12,154 feet on the Continental Divide (see photo). I’ve seen trip reports of people hiking this summit from the northeast (Mineral Creek area) accessible by South Cottonwood Road (FS 344), so that may be another option.

We started our ascent at Tincup Pass, which is accessible via a moderate 4WD road.

At Tincup Pass, there is an obvious trail leading off the the east. We followed this trail uphill for a while and then diverted off to the north towards the north/south ridgeline and Tincup Peak. Tincup Peak is not a SOTA summit and is not shown on all maps. It is a13,345 foot bump on the ridge heading north. Our entire hike followed the Continental Divide, always a real treat.

The blue line is our climbing route, up over Tincup Peak to Emma Burr Mountain.

We followed the top of the ridge for the most part, occasionally dropping down a bit on the west side to avoid obstacles. Occasionally we followed a faint trail but for the most part this was off-trail hiking, often with significant rocks to climb over.

This is the view of the ridgeline and Tincup Peak looking from Tincup Pass. The bad news is that Emma Burr Mountain is not visible from this location.

Once we got on top of the ridgeline, we could see our actual objective of Emma Burr (see photo below). The saddle between Tincup Peak and Emma Burr dropped down more than I expected from viewing the topo map, so we soon realized that we’d have to lose substantial elevation and then climb to get it back. Oh, well.

View of Emma Burr Mountain from the Tincup Peak ridgeline.

Once on the summit of Emma Burr, I pulled out the 2m FM station and started calling CQ on 146.52 MHz. We had no mobile phone coverage at Tincup Pass but once we got on the ridge, Verizon was working pretty well so I spotted us on Sotawatch. Our best DX was Dave/N0KM near Center, CO for a distance of 70 miles. Other stations worked: W0BV, W0RW, N1TEW, K0MGL, K0TG, KB0QEP, KL7GLK, N0EVH, KD0VHD and W0DLE. Lots of stations on 2m FM that day. I tried working W0RW on 1.2 GHz FM but we could not quite make it. I definitely heard him right at the noise floor but my 1 watt signal was not readable on his end.

Bob/K0NR working 2m FM with a 3-element yagi on Emma Burr Mountain.

My GPS app on the smartphone says that the one-way climb is 2.4 miles with 1600 vertical feet. The elevation difference between Tincup Pass (12,154) and Emma Burr (13,538) is 1384 feet, but the saddle costs you another 300 vertical feet of climbing.

Overall, it was a great day in the mountains. We knocked out two 13ers in one day and did a first SOTA activation. However, the wind pounded us quite well so we were plenty tired when we got back to our vehicle.

73 Bob K0NR

Tech Day – Ham Radio Education Event

Black Forest, Colorado
Sat Oct 13th, 2018 (8:30 AM to 3:30 PM)

Location: Black Forest Fire Station 1
11445 Teachout Road, Colorado Springs

Come to our one-day ham radio education event.

  • Improve your radio knowledge and skills
  • Learn from informative presentations on amateur radio topics
  • Have your handheld radio programmed with local repeater and simplex frequencies
  • Have fun messing around with ham radio stuff!
Time Activity Presenter
8:30 Doors Open
9:00 How to Assemble a 2m J-pole Antenna Adam White, K4SPB
10:00 Portable High Frequency (HF) Operating Shel Radin, KFØUR
11:00 Basic Radio Operating and Net Procedures Barrett Poe, WØASB
11:45 Lunch
12:30 DX with a Technician License Using Satellites Vince Vella, KI6ASW
13:30 VHF Station: Beyond the Handheld Transceiver Bob Witte, KØNR
14:30 Your First HF Station Stu Turner, WØSTU
15:30 End of event

Lunch will be provided.

Sponsored by the Tri-Lakes Monument Radio Association

Check the website for updates: www.w0tlm.com
(some details may change)
There is no registration, no fee, just show up, learn and have fun. Contact: Stu Turner, WØSTU, stu.turner@comcast.net

Download event flyer: Tech Day 2018 Flyer

Getting on HF: The Fiddle Factor

We’ve had a steady stream of new licensees come into our radio club driven mostly by our highly-successful Technician license class. Many of these licensees have gone on to get their General license so they can have fun on the HF bands. I’ve given advice and aid to a variety of people as they get their HF station set up and I’ve come to appreciate that for Average Joe Ham this is a big step. I’ve also noted some recurring problems that get in the way of success on the HF bands, which I’d like to explore here. Recently, I asked my twitter followers for input and got some great ideas from them, too. Thanks!

A basic wire antenna for the high frequency (HF) bands.

Here’s what I came up with as the four main barriers to success on HF.

Antenna restrictions

The first barrier that pops up are antenna restrictions which can come in the form of zoning regulations, protective covenants (homeowners associations), spouse’s opinion, potential objections from neighbors and your own sense of aesthetics.  Any of these can limit the type and size of antennas you can or will install. More to the point, this can be a showstopper for some folks. They may decide that they simply can’t have an HF antenna on their property.

Of course, HF antennas tend to be large due to the longer wavelengths used (compared to simple VHF antennas). But there are some compact antenna designs that use magnetic loops, loading coils, etc.

RFI

The second issue that often pops up is radio frequency interference (RFI) from sources such as power lines and consumer devices. These issues can be very frustrating because you have to do two things: identify the source of the noise and eliminate it. If the problem is power line noise, your local utility is supposed to be capable of finding and correcting the problem. Some are better than others. Consumer devices are a huge problem due to the common use of high-speed digital circuits. If the interfering device is in your home, that makes it a bit easier to deal with…if it’s somewhere in the neighborhood, then its harder to diagnose and fix.

My twitter followers mentioned that solar electric systems often radiate RF energy (and they are a growing trend). Here in Colorado, we are seeing more problems with cannabis grow operations that use RF-ugly industrial grow lights.  But Part 15 consumer electronics are a big and growing problem…too often they are little RFI generators.

Cost

I hesitate to add cost to the list but I do think it’s a factor. A starter HF station costs something like this (your mileage may vary): $750 for a new transceiver (think Yaesu FT-450 class), $100 for a power supply, $100 for wire antenna (homebrew) and coax => ~$1000.  Yes, you can buy used gear and get this cost down…maybe to half ($500)?

Comparing this to a Baofeng HT purchase ($30), it is a lot more money. However, it is on the same level as other significant consumer electronics purchases such as a high end smartphone or mid-range notebook PC. As someone correctly pointed out to me, the utility of a notebook PC is very clear…you will get value out of it…but success with HF is still a gamble. What if you spend $1k on an HF station and never have any success with it?

Now let’s say the lot is not that big and there are only a few supports available to hang the antenna. Now you need to fiddle with the antenna design to perhaps shorten it and compromise how it is being hung. So we have an additional fiddle factor which results in an F2 (or F squared) situation.
Now suppose we decide to use a more finicky antenna design…perhaps a magnetic loop or a multiband dipole. (A magnetic is inherently narrowband, so you have to tune it for the specific operating frequency. A multiband dipole will need to be tuned for each band of operation and they usually interact.) This adds another fiddle factor bring us to an F3 level challenge. Next we consult our homeowners association rules and find out that there are physical restrictions on how we can mount an antenna…and they might be vague and arbitrary. This gets us into F4 territory.
Now put yourself in the position of a radio ham getting on HF the first time. These issues, especially the fiddle factor, can really get in the way of successful radio operating. In my next post, I’ll look at some ways of dealing with these issues.
73 Bob K0NR

SOTA Activation from Teton Pass (W7Y/TT-122)

While exploring northwest Wyoming, Joyce/K0JJW and I were looking for a suitable mountain for a Summits On The Air (SOTA) activation. A little bit of research identified Pass Benchmark (W7Y/TT-122) as a good option. This summit is accessed from the Teton Pass trailhead, which is on a paved road (Route 22) heading west out of Jackson. There is substantial parking available at the pass and it appears to be a popular trailhead for hikers and mountain bikers.

Bob/K0NR and Joyce/K0JJW hanging out on the summit of TT-122.

The sign at the trailhead refers to this summit as Mount Elly, but I have not found that name on any of my maps or other sources. SOTA refers to it as “Pass Benchmark”.

Teton Pass sign
The sign at the Teton Pass trailhead shows an overview of the trails in the area.

We hiked south from the pass on an obvious gated road which later turns into a trail. We encountered several groups of hikers and mountain bikers so the trail definitely gets used and is in good shape.

The red line is our actual hiking track, which shows a few switchbacks not indicated on most topo maps.

We followed the trail past a radio site (and checked out the various antennas). The good news is the radio site is not on the SOTA summit, so not much chance of radio interference.

A typical section of trail.

We continued south on the trail until we were due west of the summit. There is a marker there for the Black Canyon Trail, which leads off to the south. Don’t follow this trail, instead turn left (east) towards the summit. A few switchbacks will get you to the top in good shape. The one-way distance for the hike was 2 miles with 750 feet of elevation gain. Very pleasant.

On top, we started calling on 146.52 MHz with the Yaesu FT-90 putting 30W into a 3-element yagi antenna. We both worked Sam/WY7EM, Jim/K7AVL and Mick/W7CAT on 2m fm. We also caught WY7EM and W7CAT on 446.0 MHz.  Thanks for the QSOs!

This was the first activation for this summit but given its easy access and inviting trail, I’m sure there will be more.

73 Bob K0NR