September 1948 QST
Table of Contents
Wax nostalgic about and learn from the history of early electronics. See articles
from
QST, published December 1915  present (visit ARRL
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How RF circuits work have long been
referred to as "black magic," even sometimes by people who fully understand the
theory behind the craft. To me, the ways in which a transmission line  be it coaxial
cable, microstrip, or waveguide  can be manipulated and controlled with various
combinations of lengths and terminations is what most qualifies as "magic." Sure,
I know the equations and understand (mostly) what's happening with incident and
reflected waves, etc., and how the impedance and admittance circles of a Smith chart
graphically trace out what's happening, but you have to admit there's something
mystical about it all. Fortunately, Mr. John Marshall published this "Antenna
Matching with Line Segments" article in the September 1948 issue of QST
magazine.
Antenna Matching with Line Segments
Design Formulas for WideRange Matching
By John G. Marshall, W0ARL
Fig. 1  Simple transmission line segment.
Although design charts for determining the length and position of a matching
stub have been available for some time, their use is restricted to the special case
where the line and stub have the same characteristic impedance. This article treats
the linear matching transformer from a more general standpoint, giving considerably
more latitude in the choice of matching arrangements.
Many methods of matching the antenna to the transmission line have been described,
but with the exception of the Qsection transformer, very little design information
has been published on those that employ a section of line as a transformer. Practically
nothing has been published on the actual design of the seriesbalanced network.
The same holds true for the shuntbalanced network, except for what has been written
about the simplest form of the matchingstub system.
This article was prepared for the purpose of making available simple formulas
for designing all types of networks that employ a section of line as a transformer,
whether series or shuntbalanced, including those in which the transformer section
and/or the stub, if used, have values of characteristic impedance different from
that of the transmission line.
Early design of the matchingstub network consisted of connecting a λ/4
section of line to the antenna and attaching the transmission line at the point
that minimized the standing waves. In many cases, depending upon the ratio of antenna
drivingpoint impedance to transmissionline characteristic impedance, this procedure
did not sufficiently reduce the standingwave ratio. More recently, graphical solutions,
which require the transmission line, transformer section and the stub itself to
have the same value of characteristic impedance, have appeared.^{1}
As will be seen, the formulas included here are not restricted in the above manner;
and, if desired, each element of the network may have a different value of characteristic
impedance.
Fig. 2  Values of input resistance, R_{S}, and
input reactance, X_{S}, at various segment lengths. At (A) is shown a typical
case where Z_{L} < Z_{T} (Z_{L} = 300, Z_{T}
= 600), and in (B) Z_{L} > Z_{T} (Z_{L} = 1200, Z_{T}
= 600).
Fig. 3  Qsection transmission line transformer.
Since these networks employ the transformer action of a segment of line terminated
by an impedance not equal to the characteristic impedance, a brief review of line
segments having lengths up to λ/4 is in order.1 Line segments possess many
interesting and valuable properties and those important to these networks are to
follow.
When a section of line like that in Fig. 1 is terminated by a purely resistive
impedance, Z_{L}, not equal to the characteristic impedance, Z_{T},
the sendingend impedance, Z_{S}, contains a reactance component, X_{S},
as well as a resistance component, R_{S}, at all lengths, θ, except
exact multiples of λ/4. Z_{S} is actually the effective value of
Z_{L} as seen through the section of line.
Input Reactance of Segment
Except when Z_{L} = Z_{T}, gradually increasing θ from
zero causes the reactance, X_{S}, that appears at the sending end to rise
gradually from zero to a maximum and then fall back to zero as θ reaches λ/4.
X_{S} is zero when θ is zero or λ/4, and is maximum when θ
is one certain intermediate value. This maximum becomes smaller as Z_{L}
and Z_{T} approach equality, to the point where X_{S} is zero at
any value of θ when Z_{L} becomes equal to Z_{T}. The actual
value of this maximum, or the value of θ that causes it, is unimportant here.
At lengths less than λ/4, X_{S} is inductive when Z_{L} <
Z_{T}; and when Z_{L} > Z_{T}, X_{S} is capacitive.
Input Resistance of Segment
When Z_{L} < Z_{T}, gradually increasing θ from zero causes
the resistance, R_{S}, appearing at the sending end to rise gradually from
a minimum to a maximum, as θ reaches λ/4. The minimum value, which
is equal to Z_{L}, occurs when θ is zero, while the maximum value,
which is equal to Z_{T}^{2}/Z_{L}, occurs when θ is &lambda/4.
The greater the ratio Z_{T}/Z_{L} and the nearer θ is to λ/4,
the greater is the stepup transformer ratio.
When Z_{L}> Z_{T}, gradually increasing θ from zero
causes R_{S} to drop gradually from a maximum to a minimum, as θ reaches λ/4.
This maximum, which is equal to Z_{L}, occurs when θ is zero, while
the minimum, which is equal to Z_{T}^{2}/Z_{L}, occurs when θ
is λ/4. The greater the ratio Z_{L}/Z_{T} and the nearer θ
is to λ/4, the greater is the stepdown transformer ratio.
A graphical representation of these effects is given in Fig. 2. Fig. 2A
shows how the resistance and reactance vary along a piece of 600ohm line terminated
in 300 ohms, and Fig. 2B shows the variation along a 600ohm line with a 1200ohm
termination. The shapes of the curves would be the same for any similar ratios of
Z_{L} and Z_{T}  only the "Ohms" scale would change.
Irrespective of whether the transformer ratio is stepup or stepdown, as Z_{L}
and Z_{T} approach equality the smaller this ratio becomes. This may be
carried to the point where Z_{L}, Z_{T}, maximum R_{S} and
minimum R_{S} all are equal. When this happens there are no standing waves,
no X_{S}, and consequently, a transformer ratio of 1 to 1 at any value of θ.
From the above, it is seen that a variety of transformer ratios is available
by selecting various combinations of θ and Z_{T}.
These curves are obtained from the relations:
Since R_{S}, not X_{S}, handles the power, the transformer ratio
between Z_{L} and R_{S} is the heart of all antennamatching systems
that employ the transformer action of a section of line. But in order to use this
transformer action θ must be fixed at some odd multiple of λ/4, unless
some other means is provided to balance out X_{S}.
Three general methods of treating the above reactive condition are illustrated
in Figs. 3, 4 and 5.
QSection Transformer
Fig. 3 shows the popular Qmatch, which is covered in all the handbooks.
It is briefly described here merely to show its behavior and relationship to the
other networks employing the linear transformer.
In this system, a λ/4 segment is selected having a value of Z_{T}
that produces a Z_{S} containing an R_{S} equal to the characteristic
impedance, Z_{0}, of the transmission line. Since θ is an exact multiple
of λ/4, Z_{S} is purely resistive and there is no X_{S} to
balance out.
With given values of Z_{L} and Z_{0},
Since Z_{T} is the only variable and there are limits to the useful range
of characteristic impedances, the Qmatch can be used to accommodate only part of
the many combinations of Z_{L} and Z_{0} encountered.^{2}
As will be seen, the other networks employing the linear transformer are not limited
in this respect.
SeriesBalanced Network
In the seriesbalanced network of Fig. 4, a segment is selected which has
a convenient value of Z_{T} (usually equal to Z_{0}) and of such
length, θ, that Z_{S} contains an R_{S} equal to Z_{0}
In other words, the segment becomes a transformer having the proper ratio to make
Z_{L} appear equal to Z_{0} This condition is fully accomplished
by balancing out the reactance component, X_{S}. by a series reactance,
X_{BS}, of equal ohmic value but of opposite sign. Then the line looks into
an impedance equal to its own Z_{0}.
With a suitable type of line selected for the transformer section.^{2}
the correct length, θ, and the total X_{BS} necessary to bring about
the above conditions, may be found from^{3}:
and
When the same material is selected for the transformer section as for the transmission
line  which is most common and usually permissible  Z_{T} will equal Z_{0},
and simpler formulas may be used.^{2} In these cases, formulas (1) and (2)
reduce considerably, and values of θ and total X_{BS} may be found
from:
(3) and
X_{BS} = tan θ (Z_{L}  Z_{0})
ohms. (4)
Fig. 4  Seriesbalanced network.
In the seriesbalanced network, the total X_{BS} should be equally divided
between the two legs of the circuit. It is important to note that when a capacitive
balancing reactance is used each individual reactor must contain twice the total
capacity in order to contain half the total reactance.
The unmodulated peak voltage across each individual balancing reactor is
ShuntBalanced Network
In the shuntbalanced network of Fig. 5, a segment is selected which has
values of Z_{T} and θ that render a Z_{S} whose equivalent
parallel impedance, Z_{P}, contains a parallel resistance component, R_{P},
equal to Z_{0}. The parallel reactance component, X_{P}, is balanced
out by a parallel reactance, X_{BP}, of equal ohmic value but of opposite
sign. Then the line looks into a pure resistance equal to its own Z_{0}.
With a suitable type of line selected for the transformer section,^{2,3}
the correct values of segment length, θ, and parallel balancing reactance
X_{BP}, necessary to bring about the above conditions may be found from
and
As in the seriesbalanced network, if the same material is selected for the transformer
section as for the transmission line, Z_{T} will equal Z_{0} and
simpler formulas may be used.^{2} In these cases, formulas (5) and (6) reduce
considerably, and values of θ and X_{BP} my be found from
The unmodulated peak voltage across X_{BP} is
Table I  Proper Formulas for Finding Length of Transformer Section
and Value of Balancing Reactance
* When a stub is desired at X_{BP}, β is found from (9) or (10).
Linear Shunt Reactors
The shuntbalanced network is especially suited to the use of a linear balancing
reactor, such as that made of a segment of open or closed line. It is quite convenient
that any practical value of characteristic impedance, Z_{C}, may be selected
for the linear reactor or stub.
After selecting a value for Z_{C}, the necessary length, β, to give
the required value of X_{BP}, may be found from
(9)
and
(10)
for the open and closed stub, respectively.
The Handbook^{1} shows that when β is less than λ/4, an open
stub is a capacitive reactance while a closed stub is an inductive reactance. Formulas
(9) and (10) bear this out.
NOMENCLATURE
Z_{0}  Characteristic impedance of transmission line
Z_{T}  Characteristic impedance of transformer section
θ  Length of transformer section
Z_{C}  Characteristic impedance of stub
β  Length of stub
Z_{L}  Impedance of antenna driving point (must be nonreactive)
Z_{S}  Sendingend impedance of transformer section
R_{S}  Resistance component of Z_{S}
X_{S}  Reactance component of Z_{S}
X_{BS}  Series balancing reactance
Z_{P}  Parallel equivalent of Z_{S}
R_{P}  Resistance component of Z_{P} X_{P}  Reactance
component of Z_{P} X_{BP}  Parallel balancing reactance
E_{S}  Voltage across series balancing reactor
E_{P}  Voltage across parallel balancing reactor
W_{O}  Power output of transmitter
V  Velocity factor
MatchingStub Network
In the matchingstub network, which is a special form of the shuntbalanced network,
it is convenient and most common practice (although not essential) to construct
the transformer section, transmission line and balancing reactor from the same material.^{2}
When this is done Z_{T}, Z_{0} and Z_{C} are equal, and
design formulas become quite simple. Once a line of known Z_{0} has been
selected, it is necessary to find only θ and β.
Since this system is of the shuntbalanced type and Z_{T} = Z_{0},
tan θ is found from formula (7).
When Z_{L} < Z_{0}, an open stub is used and formulas (8)
and (9) combine into one operation. Then β may be found from
When Z_{L} > Z_{0}, a closed stub is used and formulas (8)
and (10) combine into one operation. Then β may be found from
Examples
Table. I will aid in selecting the proper formulas to use in working any example
using any of these networks.
In working an example, it is necessary to convert degrees to feet. A useful formula,
requiring a minimum of effort, is
where V is the velocity factor of the line.
Fig. 5  Shuntbalanced transmission line network.
Example 1 
Given: A matchingstub network with Z_{L} = 70 ohms, Z_{0} =
600 ohms, and V = 0.975, operating on 7 Mc.
Solution: Needed are θ and β. According to Table I, an open stub with
formulas (7) and (11) is used. Then,
and
From trig tables, θ = 18.9° and β = 68.9°. Converting to
feet via formula (13), θ = 7.19 feet and β = 26.2 feet.
Example 2 
Given: A shuntbalanced network with Z_{L} = 8 ohms, Z_{0} =
75 ohms (TwinLead), V = 0.71, and W_{O} = 1 kw., operating on 14.1 Mc.
Solution: Needed are θ and X_{BP}. With due consideration for Footnote
2, it is decided not to use the 75ohm TwinLead in the transformer section, since
the power is high and Z_{L} and Z_{0} are quite different. To assure
a minimum of losses, 1inch tubing spaced 1 1/2 inches is tried.^{3} This
has a Z_{T} of 150 ohms and an estimated V of 0.95. According to Table I,
formulas (5) and (6) are used. Then
and θ = 9.0° which, when converted to feet, eauals 1.66 feet.
and when converted to capacitance equals 431 μμfd. Note that in these networks
the value of Z_{T} does not have to be between the values of Z_{L}
and Z_{0} Z_{T} may be of any value that complies with the requirements
of Footnote 3.
Summary
Engineering handbooks give formulas for finding the sendingend impedance of
a segment of line having any value of terminating impedance. Typical of these is
From this basic equation, the network formulas in this paper were derived.
From the standpoint of efficiency, there is little choice between the three general
systems treated here. Because of its simplicity, the Qsection is the logical choice
when the necessary value of Z_{T} is within the practical range of characteristic
impedances mentioned earlier."
The importance of having a purelyresistive driving point in the antenna is stressed.
As in other types of networks, any appreciable amount of reactance (as compared
with the resistance of Z_{L}) will cause standing waves to appear on the
transmission line. The driven element should be selfresonated before attaching
the network.^{2}
With the aid of the formulas included here, a network having a minimum of losses
can be designed to accommodate about any conceivable combination of antenna and
transmissionline impedances. It is hoped they will be helpful.
1. Radio Amateur's Handbook, antenna chapter.
2. There is another consideration important to the Q as well as to all other
networks employing the transformer action of a segment of line. When Z_{L}
and Z_{0} differ greatly. the standingwave ratio is high and the use of
soliddielectric cable in this section may result in considerable power loss or
possibly breakdown. Cables are rated under flatline conditions and the maximum
rated r.m.s, voltage is
where W is the rated power
and Z is the characteristic impedance. The voltage at the antenna end of the transformer
section in any of these networks is
The voltage at the sending
end of the Q section and the shuntbalanced network is
In the seriesbalanced
network it is
where I_{L}
is the current at the antenna and equal to
When Z_{L} <
Z_{0} maximum voltage is at the sending end in any of these networks, while
when Z_{L} > Z_{0} maximum voltage is found at the antenna end.
3. A negative quantity appearing under the radical in formulas (1) and (5) indicates
that the value of Z_{T} selected does not permit sufficient transformer
ratio, even if θ is made the full λ/4, so another selection must be
made. To be workable, Z_{T} must be greater than
EQUATION HERE
when Z_{L} < Z_{0}, and Z_{T} must be less than
EQUATION HERE
when Z_{L} > Z_{0}
4 For methods of resonating the driven element, see Potter, "Establishing Antenna
Resonance," QST, May, 1948, and Smith, "Adjusting the Matching Stub," QST, March,
1948.  Editor
Posted May 19, 2022 (updated from original post on 4/14/2016)
