Michael Ossmann Makes You An RF Design Hero

To a lot of people, radio-frequency (RF) design is black magic. Even if you’ve built a number of RF projects, and worked your way through the low-lying gotchas, you’ve probably still got a healthy respect for the gremlins lying in wait around every dimly-lit corner. Well, [Michael Ossmann] gave a super workshop at the Hackaday Superconference to give you a guided tour of the better-illuminated spaces in RF design.

five_rules[Michael] is a hacker-designer, and his insights into RF circuit design are hard-won, by making stuff. The HackRF One is probably his most famous (and complex) project, but he’s also designed and built a number of simpler RF devices. And the main point of his talk is that there’s a large range of interesting projects that are possible without getting yourself into the fringes of RF design (which require expensive test equipment, serious modelling, or a Ph.D. in electro-wavey-things).

You should watch [Mike]’s workshop which is embedded below. That said, here’s the spoilers. [Mike] suggests five rules that’ll keep your RF design on the green, rather than off in the rough.

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Unlock The Phase Locked Loop

If you want a stable oscillator, you usually think of using a crystal. The piezoelectric qualities of quartz means that it can be cut in a particular way that it will oscillate at a very precise frequency. If you present a constant load and keep the temperature stable, a crystal oscillator will maintain its frequency better than most other options.

There are downsides to crystals, though. As you might expect, because crystals are so stable it’s hard to change the frequency much when you want a different one. You can use a trimming capacitor to pull the frequency a little, but to really change frequency, you have to change crystals.

There are other kinds of oscillators that are more frequency agile. However, they aren’t usually as stable. To combine flexibility with crystal-like stability, you can use a Phase Locked Loop (PLL). Many modern systems use direct digital synthesis, but the PLL is a venerable and time-tested technique.

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Enzymes From The Deep – The Polymerase

Our bodies rely on DNA to function, it’s often described as “the secret of life”. A computer program that describes how to make a man. However inaccurate these analogies might be, DNA is fundamental to life. In order for organisms to grown and replicate they therefore need to copy their DNA.

dna-replication
DNA structure and replication

Since the discovery of its structure in 1953, the approximate method used to copy DNA has been obvious. The information in DNA is encoded in 4 nucleotides (which in their short form we call A,T,G, and C). These couple with each other in pairs, forming 2 complimentary strands that mirror each other. This structure naturally lends itself to replication. The two strands can dissociate (under heat we call this melting), and new strands form around each single stranded template.

However, this replication process can’t happen all by itself, it requires assistance. And it wasn’t until we discovered an enzyme called the DNA polymerase that we understood how this worked. In conjunction with other enzymes, double stranded DNA is unwound into 2 single strands which are replicated by the polymerase.

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The Hacker’s Notebook: A Mission Log For Every Project

While “writing it down” might seem like common sense, it wasn’t always the case. From the times of Ancient Greece, Plato tells a story of a worried Egyptian King, who, upon witnessing the invention of writing, remarks,

“If men learn this, it will implant forgetfulness in their souls; they will cease to exercise memory because they rely on that which is written, calling things to remembrance no longer from within themselves, but by means of external marks. [1]”

To some, the notebook was a dangerous device, a thief that would rob us of our memories [2]. Fortunately, these days, there’s plenty of evidence from our Psych texts that say we humans are pretty shabby at keeping the facts straight. In fact, each time we recall a memory, we change it! Here lies the beauty of the notebook. Have an idea for a new project? Why not log it somewhere for future reference? With diligence, the notebook can become our own personal hub for spurring on new project ideas.

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The Curse Of The 40673: Zombie Components That Refuse To Die

As a fresh-faced electronic engineering student while the first Gulf War was raging in a far-off desert, I learned my way through the different families of 74 logic at a university in the North of England. 74LS was the one to use, the story went, because it’s quick and doesn’t use much power. At the time, there was an upstart on the scene: 74HC. Now that’s really quick. New. Exotic, even.

Thus an association was formed, when you want a quick logic function then 74HC is the modern one to go for. It could have been a lifelong love affair, but over twenty years, after many factors of speed increases and some RF tricks with gates we wouldn’t have dreamed of back then, it’s over. There is a whole world of newer logic families to choose from, and while HC is still good at what it does, it’s well past time to admit that it may just have been superseded.

40673s, probably now worth more by weight than anything else on four legs.
40673s, probably now worth more by weight than anything else on four legs. (Thanks are due to [Brandon Dunson] and Tanner Electronics)
 A tendency to cling to the past with logic families is pretty harmless. Like [Adam Fabio]’s TIP power transistors they’re pretty cheap, still very much in production, and still do most jobs demanded of them excellently. But what prompted this piece was a far more egregious example of an old component still being specified: the RCA 40673 dual-gate MOSFET. Launched in the mists of time when dinosaurs probably still roamed the earth, this static-sensitive four-pin TO72 found a home in a huge variety of RF amplifiers, oscillators, and mixers. It worked well, but as you might expect better devices came along, and the 40673 was withdrawn some time in the 1980s.

Unfortunately, nobody seems to have told a section of the amateur radio community about the 40673’s demise. Or perhaps nobody’s told them that many scrap analogue TV tuners of a certain age will yield a perfectly good newer replacement for free. Because even today, thirty years after the 40673 shuffled off this mortal coil, you can still find people specifying it. If you have a stash of them in your junk box, they’re worth a small fortune, and yours could be the bench with the throng of people at the next ham radio convention.

A different but equally annoying manifestation of the phenomenon comes when the device everyone likes to specify is not very old and very much still in production, but the designer hasn’t taken the time required to check for a cheaper alternative. Nobody ever got fired for buying IBM, they say, but perhaps they should be fired for specifying an AD8307 logarithmic amplifier in an amateur radio power meter. Don’t take this the wrong way, it’s a beautiful chip and probably a lot of work at Analog Devices has gone into laser-trimming resistors to make it perform to an extremely demanding specification. But eleven dollars for a chip? When a cursory search will turn up Maxim’s MAX9933 which does a perfectly good job in this application at well under two dollars? Someone isn’t doing their homework.

Sometimes there are components for which there are no perfect replacements. Germanium point-contact diodes, for example. 1N34As and OA91s are becoming like hen’s teeth these days, and though Schottky diodes can replace them in many applications, there are still a few places if you’re a radio person you’ll hanker for the original.  There are suppliers on Alibaba who claim to manufacture 1N34s, but the pictures always look suspiciously like 1N4148s, and anyway who can find a home for a hundred thousand diodes? (Hang on, this is Hackaday. There will be someone out there with a hundred-thousand-diode project, you can count on it.)

OK, maybe germanium diodes are an edge case and the examples above have a radio flavour, but you get the picture. What the full-blown rant in the previous paragraphs has been building up to is this: a plea for designers to do their homework. Please try to design every project for the next two decades, and as though any extras in the component price come from your company’s bottom line. (We’ll make exceptions for building something for which the whole point is a retro circuit. An Apple I replica like the Mimeo 1 needs old logic chips for artistic purposes.)

Is there a vital electronic engineering skill that’s being lost here perhaps? Back when the Internet was the sole preserve of boffins and Tim Berners-Lee hadn’t yet plugged his hypertext ideas into it, we relied on catalogs. Big paper-bound books the size of telephone directories were our only window into the exciting world of electronic components. If you’re an American yours was probably from Radio Shack, but for most UK-based hackers and makers who couldn’t get their hands on a commercial account from RS or Farnell that meant the Maplin catalogue. Before they moved in a consumer-electronics direction, they were a component specialist whose catalogue with its distinctive spaceships on the cover could be bought at large newsstands.

It’s difficult to describe the impact of electronics catalogues in the ’70s and ’80s to someone who has known only the abundance of information from the WWW. These publications were our only window into the world of electronic components. They contained significant excerpts from semiconductor data sheets, and we read their wealth of information from cover to cover. We knew by heart what each device was capable of, and we eagerly devoured each new tidbit of information as it arrived.

In short, when we specified a component, we did so with a pretty good knowledge of all the components that were available to us.

By comparison, nowadays we can quickly buy almost any device or component in production from a multitude of suppliers. There are millions more devices available, and if RS or Farnell don’t have the part then Mouser or Digi-Key are sure to provide. The WWW allows us to find what we need in short order, and the miracle of global distribution means that we can have it delivered within 48 hours almost wherever we live.

CPC's very aptly-named Big Book
CPC’s very aptly-named Big Book

Which means that all the new devices are available to us, but we’ve lost the ability to keep on top of them. We’ve become information rich, but knowledge poor. Printed catalogs still exist, but the sheer volume of information they contain forces brevity upon their entries and expands the size of the publication to the point at which it becomes an unwieldy work of reference. We therefore tend to stick with the devices and components we know, regardless of their cost or of whether they have been superseded, and our work is poorer for it.

We need to relearn the skill of inquisitiveness when it comes to the parts we use, and to rediscover the joy of just browsing, even if the medium is now a huge suppliers’ web site rather than a paper catalog. Otherwise we’ll still be looking at circuit diagrams containing 74LS logic and 40673 MOSFETs in the 2030s, and that can’t be a good thing!

There is of course also a slightly macabre alternative scenario. The highest online price we found for 40673s was over $30 each, so if a producer can make that kind of silly money then there’s a danger that RCA’s successors will see a business model in exhuming the corpse and re-animating it, thus ensuring that we’ll never be free of the undead. We need to make sure that doesn’t happen!

Zombie image credit: By Fabien Rougié (Own work) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons

What Lies Beneath: The First Transatlantic Communications Cables

For some reason, communications and power infrastructure fascinates me, especially the long-haul lines that move power and data over huge distances. There’s something about the scale of these projects that really gets to me, whether it’s a high-tension line marching across the countryside or a cell tower on some remote mountain peak. I recently wrote about infrastructure with a field guide that outlines some of the equipment you can spot on utility poles. But the poles and wires all have to end at the shore. Naturally we have to wonder about the history of the utilities you can’t see – the ones that run under the sea.

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So, You’re Scared Of Surface Mount

If you are lucky enough to encounter a piece of homebrew electronics from the 1950s, the chances are that under the covers the components will be assembled on solder tags, each component with long leads, and chassis-mounted sockets for tubes. Easy to assemble with the most agricultural of soldering irons.

Open up a home build from the 1960s or early 1970s, and you might find the same passive components alongside germanium transistors mounted through holes in a curious widely spaced stripboard or even a home-made PCB with chunky wide tracks.

By the late 1970s and early 1980s you would find a more familiar sight. Dual-in-line ICs through-hole on 0.1″ spaced stripboard, and home-made PCBs starting to appear on fibreglass board. Easy to use, easy to solder. Familiar. Safe. Exactly what you’ll see on your breadboard nearly forty years later, and still what you’ll see from a lot of kit manufacturers.

Nice and familiar, a through-hole Arduino. By Nicholas Zambetti - http://www.arduino.cc/, CC BY-SA 3.0
Nice and familiar, a through-hole Arduino.
By Nicholas Zambetti CC BY-SA 3.0

But we all know that progress in the world of electronic components has not stood still. Surface-mount components have a history going back to the 1960s, and started to appear in consumer equipment from the end of the 1980s. More components per square inch, smaller, cheaper devices. Nowadays they are ubiquitous, and increasingly these new components are not offered in through-hole versions. Not a problem if your experiments are limited to the 741 and the 555, but something that rather cramps your style if your tastes extend to novel sensors for a microcontroller, or RF work.

This development has elicited a range of reactions. Many people have embraced the newer medium with pleasure, and the Hackaday.io project pages are full of really clever SMD projects as a result. But a significant number have not been able to make the jump to SMD, maybe they are put off by the smaller size of SMD components, the special tools they might require, or even the new skills they’d have to learn. When you sell a kit with SMD components these are the reactions you will hear from people who like the kit but wish it was available in through-hole, so this article is for them. To demystify working with SMDs, and to demonstrate that SMD work should be within the grasp of almost anyone who can wield a soldering iron.

But They’re So Tiny!

Tiny SMDs - fortunately most of which you will not have to worry about.
Tiny SMDs – fortunately most of which you will not have to worry about.

It’s likely to be the first reaction from a lifelong through-hole solderer. SMD parts are often very small indeed, and even those with larger packages can have leads that seem as numerous and thin as the hairs on a cat when seen with the rabbit-in-the-headlights panic of the uninitiated.

But it is important to take a step back and understand that not all SMDs are created equal. Some of them are grain-of-sand tiny and only hand-solderable by those with God-like powers, but plenty of devices are available in SMD packages large enough for mere mortals.

So don’t worry when you look at a board covered with grain-of-dust-sized components. Very few people could attempt that level of construction, your scribe certainly can’t. (We await commenters claiming to routinely hand-solder thousand-pin BGAs and 01005 chip components with anticipation, however such claims are useless without proof.)

Instead, concentrate on the SMD packages you can handle. SMD chip component packages are refered to by a number that relates to their dimension. Confusingly there are both metric and imperial versions of the scheme, but the format is the same: length followed by width.

Consider the picture above with the PCB and the tape measure, it’s the underside of a Raspberry Pi model B+, and will have been assembled by a robotic pick-and-place machine. The majority of the components are very tiny indeed, but you will notice L3 as the black component towards the bottom left that looks huge compared to its neighbours. That package is a “1008”, 0.1 inches long by 0.08 inches wide. It’s still tiny, but imagine picking it up with a pair of tweezers under a magnifying glass. Not so bad, is it. You’ve probably handled plenty of things in that size range before, do SMD parts seem so scary now? The larger components – 0805, 1008, and 1206 – are surprisingly within the grasp of the average maker.

But I need all sorts of special tools!

Retro Populator, a homebrew pick-and-place machine we featured back in 2014
Retro Populator, a homebrew pick-and-place machine we featured back in 2014

In a commercial environment an SMD device will be assembled by machine. Glue or solder paste will be printed in the relevant parts of the board, and a robotic pick-and-place machine will retrieve components from their tape packaging and automatically place them in their correct orientations. The board will then be soldered all-at once, either in a reflow oven or by a wave soldering machine.

If you’re new to SMDs you are unlikely to have any of this kit just lying around on your bench. There are self-built pick-and-place machines and a host of self-built reflow ovens, but it’s safe to say they’re still quite an advanced thing to have.

You’ll also see all manner of commercial kit aimed at the bench-top SMD constructor. Hot air soldering stations or SMD bits for conventional irons, all of which are very useful but come with a hefty price tag.

The good news is that you don’t need any of these special tools to dip your toe into the SMD water. You almost certainly already have everything you need, and if you don’t then very little of what you lack is specifically for SMD work. If you have the following items then you are good to go:

A basic SMD soldering toolkit
A basic SMD soldering toolkit

A good light source. Even the larger SMDs are still pretty small. Plenty of light ensures you will be able to see them clearly. A good downward pointing desk lamp should suffice. A clear high-contrast surface. Because SMDs can be difficult to see, it helps if they are manipulated over a bright white surface. A fresh sheet of white printer paper on a desk makes a suitable working area. Good hands-free magnification. Unless you are fortunate enough to have amazing eyesight, you will need a decent magnifier to work with surface-mount components. The “Helping hands” type on a stand are suitable. A very small flat-blade screwdriver. You will need this to hold surface-mount components down while you solder them. A good-quality set of precision metal tweezers. You will need these for picking up, manipulating, and turning over surface-mount devices. A fine-tipped soldering iron. If you have a standard fine tipped iron suitable for use with conventional 0.1” pitch through-hole components then you should be well-equipped.

That said there is one special tool that might be worth your consideration. Holding an SMD device while soldering it can sometimes seem like a task that needs three hands, so one or two tools can be found to help. Fortunately this is something you can build yourself. Take a look at the SMD Beak, a weighted arm for example, or your scribe’s spring clamp third hand.

I’m sorry, this is just beyond my soldering skill level

Desolder braid and plenty of flux are your friends.
Desolder braid and plenty of flux are your friends.

It is easy to imagine when you are looking at an SMD integrated circuit that its pins are just too small and too close together, you couldn’t possibly solder them by hand. The answer is that of course you can, you simply need to view how you solder them in a different way.

With a through-hole IC you solder each 0.1″ pitch pin individually. It is something of a disaster if you manage to put a solder bridge between two pins, and you race for your desolder pump or braid.

With a surface-mount IC by comparison there is little chance that you as a mere mortal could solder each pin individually, so you don’t even try. Instead you solder an entire row at once with an excess of solder, and remove the resulting huge solder bridge with desolder braid to leave a very tidy and professional-looking job. Surface tension and plenty of flux are your friends, and there is very little soldering skill required that you do not already have if you are an experienced through-hole solderer.

If you can hold it down onto the board and see it clearly with your magnifier if necessary, then it doesn’t matter what the component is, you can solder it. Give it a try, you’ll surprise yourself!

What next?

1206 chip discrete components hand-soldered to a PCB
1206 chip discrete components hand-soldered to a PCB

So we hope we’ve convinced you as an SMD doubter, that you have the ability to work with SMDs yourself. What next?

Start by reading up on the subject. Your favourite search engine should deliver, tutorials can be found from Sparkfun, from Adafruit, or from Instructables among many others. And look for videos, YouTube has a huge number of SMD soldering guides.

But there is no substitute for practice. Find a scrap board populated with reasonably-sized surface-mount components, and have a go at reworking it. Desoldering its components may be a bit difficult, but you should easily be able to rework the solder joints. Slather an integrated circuit’s pins with flux, and try running a blob of molten solder along them, then removing the excess with desolder braid. The great thing about a scrap board is that it doesn’t matter if you damage it, so you can practice these techniques to your heart’s content until you are satisfied with your new-found skill.

So you’re ready to move forward, and make your first SMD project. Well done! What you do next is up to you. Design your own circuit and get a PCB made, buy a kit, or find an SMD project you like on Hackaday.io with downloadable PCB files and order your own.

Whatever you do, be happy that you’ve conquered your SMD fears, and resolve to be first in the queue to try any new technology in the future!