The 'Carlton' - a Portable Antenna Matching Unit
Contents:
1. Introduction
2. Main Circuit Diagram
3. Pi Network Circuit Diagram
4. Constructing the balun
5. Construction of coils A; B; C; and D
6. Construction of Coils L1; L2; L3; and L4
7. Feedback from other constructors and
correspondents
Introduction
When I started going 'bicycle portable' with my Elecraft K2 QRP transceiver, it became
apparent that I needed a single unit that would provide the combined functions of dummy
load; SWR bridge; multi-band antenna tuning unit (ATU) [or, more correctly, antenna
matching unit]; and balun.
The need for a balun arises because, when operating portable, I often use either a
vertical antenna or a doublet, so the ATU needed to cope with both balanced and unbalanced
loads.
The resulting design is described here. The Carlton was first used in
the Power Management Challenge with an
inverted V doublet having a 40 m top, with the apex at 7 m, and 10 m of low impedance
balanced feeder (well, speaker cable, actually). The ATU successfully matched this
antenna on all amateur bands 1.8 to 28 MHz.

The ATU is built into a matt black box of ABS plastic having external measurements of
198 x 112 x 64 mm (Maplin part number BZ75S).
Main Circuit Diagram

The circuit diagram of the Carlton is shown above. Details of the Pi
Network are provided below. I am grateful to Ha-Jo Brandt DJ1ZB for the circuit of
the tuning indicator which I have found works very well (see Page 63, G-QRP Club Circuit
Handbook, 1983). For the germanium (Ge) diodes, I used type OA95 - but OA81 or OA91
would probably work fine too. For the silicon (Si) diode, I used a type 1N4148
which, in this circuit, is used to limit the current through the meter. The 50 ohm
resistors should be carbon types. For each 50 ohm resistor, I used two 100 ohm (2
watt) resistors in parallel, obtained from Sycom Trading, although 1 watt components
should suffice when using QRP (5 watt) transmitters. The moving coil meter was
obtained from Maplin, part number LB80B, (internal resistance of 675 ohms, graduated '0'
to '5').
In the TUNE mode (and with the transmitter 'ON') the meter indicates relative reflected
power. The 1.8 k resistor sets the maximum meter deflection, using the silicon diode
as a voltage limiter (0.6 volts). The 47 k resistor is used to provide FSD when the
antenna is disconnected or severely mismatched. Under these conditions, the power
amplifier stage in the transmitter is automatically protected by virtue of the resistive
components in the bridge circuit which maintain a safe load for the transmitter under all
load conditions.
Pi Network Circuit Diagram
The circuit of the pi network is shown below. A 12-position rotary switch
(obtained from Sycom) was used to select the tapping points. L4 and SW5 provide
additional inductance when using electrically short antennas on 1.8 MHz (for example, the
'MF' switch position is required when tuning my G5RV-sized doublet for 160m). The
table included in the circuit diagram indicates the typical switch positions for each of
the amateur bands, but the exact switch position required for a given band will depend
upon the impedance presented by the antenna. SW6 and SW7 and the associated 680 pF
capacitors are required to provide sufficient tuning range on 80/160 m, but these may be
omitted if operation on these bands is not required.

Lack of space in the box required the use of space-saving coils wound on
plain 0.1 inch matrix board. Coils A and B were each wound on the matrix board in
the form of a solenoid. Coils C and D were also wound on matrix board, but were
wound 'flat'. Coils L1; L2; L3 and L4 were wound on T50-2 and T80-2 ring cores (see
below).
The ATU may be used with unbalanced antennas (such as marconi antennas, or end-fed
wires); or with balanced antennas (such as doublets and half-wave dipoles). I am
grateful to John G3WGV who, in an Email to the 'Summits On The Air' (SOTA) Email reflector pointed out that baluns can be
used very successfully to couple balanced feeders to unbalanced ATUs. (For over 30
years, I had avoided such a configuration due to my mistaken belief that a balun could
only be used successfully if the impedances presented at each of the two ports were
resistive - not so!)
A novel feature of the balun transformer in the above circuit is the use of a
changeover switch to select antenna-to-source impedance ratios of 1:1 or 4:1. As
noted by G3WGV in his Email to the SOTA group, having the choice of 1:1 and 4:1 baluns
greatly improves the ability of the antenna matching unit to cope with the wide range of
impedances often presented by doublets used for multiband operation.

The above picture shows how I mounted the variable capacitors in an opposing
configuration. Ideally, the panel knobs would be forward-facing, but the size of the
box would not permit such luxury! Nevertheless, I have become used to adjusting the
matching unit, and no longer find it tedious to adjust the side-mounted controls for the
best match (i.e. minimum meter deflection while in the TUNE position).
Constructing the balun
The balun transformer, T1, is wound on a T130-2 ring core. The wire gauge is not critical:
multi-strand wire salvaged from a length of mains flex would be fine. It helps if
the conductors are colour-coded.
Start by twisting three wires together at about one twist every 15 mm. Wind twelve turns
on the toroid, and label each of the three wires at the start of the winding with the
identification numbers 1; 3; 5. Then label the other end of each wire with 2; 4; 6
respectively. Refer to the circuit diagram to ensure correct installation. Neither the
number of turns, nor the direction of the turns, is critical in this design. During
testing, I found no difference in performance between a transformer of 10 turns, and
another wound with 14 turns.

Construction of coils A; B; C; and D
Each of the coils was wound as shown below. Note that the coils in my ATU
occupied different relative positions to one another. Nevertheless, the diagram does
serve to show the dimensions of each coil. For all coils A - D, I used plain,
solid-conductor copper wire that just happened to be a clearance fit in the holes of the
matrix board. Of course, there is nothing particularly special about the size of
coils that I ended up with - they just happened to work! |