FM distortion in injection-locked oscillators used as microwave amplifiers

Survival, Water, Medical Field Manuals

Military Manuals

Joachim F. W. Gurke

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0JC  MBB1S 

anivmsHMK 


The  University  of  Alberta 
Printing  Department 
Edmonton,  Alberta 


■  - 


THE  UNIVERSITY  OF  AL3ERTA 


RELEASE  FORM 


Joachim  F.  W.  Gurke 
FM  DISTORTION  IN  INJECTION-LOCKED 
OSCILLATORS  USED  AS  MICROWAVE  AMPLIFIERS 


M  Sc 

DEGREE  FOR  WHICH  THESIS  WAS  PRESENTED  . 

YEAR  THIS  DEGREE  GRANTED  . .  )97$ . . . 

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NAME  OF  AUTHOR 
TITLE  OF  THESIS 


THE  UNIVERSITY  OF  ALBERTA 

FM  DISTORTION  IN  INJECTION-LOCKED  OSCILLATORS 
USED  AS  MICROWAVE  AMPLIFIERS 

BY 

JOACHIM  F.  W.  GURKE 


A  THESIS 

SUBMITTED  TO  THE  FACULTY  OF  GRADUATE  STUDIES  AND  RESEARCH 
IN  PARTIAL  FULFILMENT  OF  THE  REQUIREMENTS  FOR  THE  DEGREE 
OF  MASTER  OF  SCIENCE  IN  ELECTRICAL  ENGINEERING 


DEPARTMENT  OF  ELECTRICAL  ENGINEERING 


EDMONTON,  ALBERTA 
SPRING,  1975 


. 


VJ* 


^5  -  A  c\ 


THE  UNIVERSITY  OF  ALBERTA 
FACULTY  OF  GRADUATE  STUDIES  AND  RESEARCH 


The  undersigned  certify  that  they  have  read, 
and  recommend  to  the  Faculty  of  Graduate  Studies  and 
Research,  for  acceptance,  a  thesis  entitled  FM  Distortion 
in  Injection-Locked  Oscillators  Used  as  Microwave  Amplifiers 
submitted  by  Joachim  F.  W.  Gurke  in  partial  fulfilment 
of  the  requirements  for  the  degree  of  Master  of  Science 
in  Electrical  Engineering. 


ABSTRACT 


The  dynamic  behavior  of  injection-locked  oscillators 
(ILO's)  operating  as  FM  amplifiers  has  been  investigated. 

IMPATT  diodes  operating  at  X-band  were  used  as  the  locked 
oscillators.  The  ILO  has  been  modelled  mathematically  by  the 
use  of  the  generalized  Adler's  phase-locking  equation,  and 
ideal  FM  modulators  and  demodulators  at  the  input  and  output 
respecti vely ,  thus  simulating  a  baseband  amplifier.  This  ILO 
amplifier  has  been  characterized  in  conventional  amplifier 
terminology  by  the  use  of  FM  input  signals  whose  deviation 
and  modulation  rate  approach  the  locking  bandwidth.  Theoretical 
results  for  the  amplitude  variation,  the  phase  delay  distortion 
and  the  nonlinear  distortion  of  the  fundamental  output  signal 
versus  the  modulating  frequency  have  been  obtained.  The 
nonlinear  distortion  curve  has  been  verified  experimentally  for 
a  34  dB  gain  case.  The  theoretical  and  experimental  analysis 
of  the  distortion  in  FM  ILO  amplifiers  indicates  that  for  the 
output  demodulated  fundamental  signal  a)  the  distortion 
characteristics  are  sensitive  to  changes  in  the  input  modulating 
signal  parameters  but  are  not  sensitive  to  changes  in  the  locking 
signal  amplitude,  b)  the  amplitude  is  frequency  dependent,  c) 
the  phase  delay  distortion  is  highly  dependent  upon  all  the 
input  modulation  parameters,  and  d)  the  nonlinear  distortion 


iv 


is  dependent  upon  the  modulating  signal  frequency.  These 
distortion  characteristics  will  aid  in  the  design  of  microwave 
IMPATT  diode  oscillator-amplifiers  for  use  as  the  output  stages 
of  microwave  FM  transmitters. 


v 


ACKNOWLEDGEMENTS 


The  author  wishes  to  express  his  appreciation  for 
the  assistance  of  many  people  during  the  course  of  this  research: 

To  Dr.  P.A.  Goud  for  his  advice  and  encouragement 
during  the  supervision  of  this  work. 

To  members  of  the  Microwave  Electronics  Laboratory  at 
the  University  of  Alberta,  who  were  closely  involved  in  this 
research,  for  their  assistance,  understanding  and  encouragement. 

To  the  author's  parents  for  their  encouragement  and 
financial  support  during  this  work. 

The  author  is  also  indebted  to  the  following 
organi zati ons : 

To  the  National  Research  Council  of  Canada  for  their 
continued  support  of  this  research  and  for  the  provision  of 
a  research  scholarship. 

To  the  Department  of  Communications  of  Canada, 
Communications  Research  Centre,  (Contract  D1 6R-36001 -1 -0513) 
for  the  financial  support  of  this  research. 

To  the  University  of  Alberta  for  financial  assistance. 


vi 


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TABLE  OF  CONTENTS 


I  INTRODUCTION 


Page 

1 


II  THEORETICAL  ANALYSIS  OF  AN  INJECTION-LOCKED 

OSCILLATOR  (ILO) . 

2.1  Introduction . 

2.2  The  Generalized  Adler's  Phase-Locking  Equation 

2.2- 1  Basic  concepts  and  Approximations . 

2.2- 2  Equivalent  Circuit  Represention . 

2.2- 3  Phasor  Analysis . 

2.2- 4  Derivation  of  the  Generalized  Adler's 

Phase-Locking  Equation . 

2.2- 5  Adler's  Equation . 

2.3  Steady-State  ILO  Characteristics . 

2.4  Transient  Response  of  an  ILO . 


4 

4 

4 

6 

7 

11 

12 

16 

17 

19 


III  LOCKING  TO  A  FREQUENCY  MODULATED  LOCKING  SIGNAL 


3.1 

Introduction  . 

25 

O  •  L, 

3.3 

Quasi -Stationary  Equation  Analysis . 

26 

3.4 

Linearized  Equation  Analysis . 

33 

3.5 

Analysis  Based  Upon  Adler's  Equation . 

.  35 

3.6 

Analysis  Based  Upon  the  Generalized  Adler's 

Phase-Locking  Equation . 

.  39 

3.7 

.  41 

. 


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•«v 


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v^. 


Page 


IV  CHARACTERIZATION  OF  AN  FM  ILO  AMPLIFIER  .  43 

4.1  Introduction  .  43 

4.2  ILO  Amplifier  Model  .  43 

V  FM  DISTORTION  IN  A  TUNED  ILO  AMPLIFIER  .  51 

5.1  Introduction  .  51 

5.2  Mathematical  Modelling  .  51 

5.3  Results  of  the  Tuned  Calculations  .  56 

5.4  Conclusion  .  57 

VI  FM  DISTORTION  IN  A  DETUNED  ILO  AMPLIFIER  .  64 

6.1  Introduction  .  64 

6.2  Mathematical  Modelling  .  65 

6.3  Results  of  the  Detuned  Calculations  .  68 

6.4  Conclusion  .  74 

VII  APPLICATION  OF  THE  DISTORTION  ANALYSIS  IN  THE  DESIGN 

OF  A  SINGLE-STAGE  FM  ILO  AMPLIFIER  .  75 

7.1  Introduction .  75 

7.2  Design  Contours .  75 

7.3  An  Example  of  the  Design  Contour  Applications  .  76 

7.4  Conclusion  and  Summary .  80 


'  •J8:  Qa 


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VIII  DISTORTION  MEASUREMENTS  OF  A  MICROWAVE  FM  ILO  AMPLIFIER .  82 

8.1  Introduction .  82 

8.2  Theory,  Experimental  Set-Up  and  Measurement  Techniques.  82 

8.3  Experimental  Results  and  Their  Interpretation .  96 

IX  SUMMARY  AND  CONCLUSIONS .  104 

REFERENCES .  108 

APPENDIX  A  SIGNAL  DISTORTION  IN  TRANSMISSION  SYSTEMS .  114 

APPENDIX  B  DETAILED  ANALYSIS  OF  THE  TUNED  AND  DETUNED 

DISTORTION  IN  ILO  AMPLIFIERS .  119 


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LIST  OF  TABLES 


Page 


TABLE  2.3-1  A  COMPARISON  OF  THE  VARIOUS  LIMITS  PREDICTED  BY 

THE  GENERALIZED  ADLER'S  PHASE-LOCKING  EQUATION 
(EQ.  2.2-20)  WITH  THOSE  PREDICTED  BY  ADLER'S 
EQUATION (EQ.  2.2-22)  WHEN  THE  QUASI-STATIONARY 
APPROXIMATION  IS  VALID  .  20 

TABLE  5.3-1  COMPARISON  OF  NONLINEAR  DISTORTION  FOR  THE  VARIOUS 

PARAMETERS  OF  A  TUNED  ILO  AMPLIFIER (DISTORT ION 
EXPRESSED  IN  PERCENTAGES)  .  60 

TABLE  5.3-2  COMPARISON  OF  PHASE  DELAY  DISTORTION (EXPRESSED 

IN  DEGREES)  FOR  VARIOUS  PARAMETERS  OF  A  TUNED 

ILO  AMPLIFIER  .  61 

TABLE  5.3-3  RELATIVE  AMPLITUDE  VARIATION (EXPRESSED  IN  DB) 

FOR  VARIOUS  TUNED  ILO  AMPLIFIER  PARAMETERS  .  62 


TABLE  6.3-1  NONLINEAR  DISTORTION(EXPRESSED  IN  PERCENTAGES) 

IN  AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO 
1 5DB ,  A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ, 

A  PEAK  FREQUENCY  DEVIATION  OF  0.75  A*,  AND  FOR 
THE  FOLLOWING  NORMALIZED  DETUNING  FACTORS:  0.0, 

0.1 ,  AND  0.24  .  69 

TABLE  6.3-2  PHASE  DELAY  DISTORTION (EXPRESSED  IN  DEGREES) 

IN  AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO 
1 5DB,  A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ, 

A  PEAK  FREQUENCY  DEVIATION  OF  0.75^  AND  FOR 
THE  FOLLOWING  NORMALIZED  DETUNING  FACTORS:  0.0, 

0.1  ,  AND  0.24  .  70 


TABLE  6.3-3  RELATIVE  AMPLITUDE  VARIATION (EXPRESSED  IN  DB) 

IN  AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO 
1 5DB,  A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ, 

A  PEAK  FREQUENCY  DEVIATION  OF  0.75Z^,  AND  FOR 
THE  FOLLOWING  NORMALIZED  DETUNING  FACTORS:  0.0, 

0.1 ,  AND  0.24  .  71 

TABLE  8.3-1  EXPERIMENTAL  DISTORTION  MEASUREMENTS  FOR  A  34DB 

GAIN  DETUNED  SINGLE-STAGE  ILO  AMPLIFIER  .  99 


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LIST  OF  FIGURES 


Page 

FIG.  2.2-1  EMBODIMENT  OF  THE  INJECTION  LOCKING 

CIRCUIT  AT  MICROWAVE  FREQUENCIES .  5 

FIG.  2.2-2  EQUIVALENT  CIRCUIT  OF  A  "FREE-RUNNING" 

MICROWAVE  OSCILLATOR  WHERE  Z(oo)  IS  THE 
CIRCUIT  IMPEDANCE  SEEN  FROM  THE  DEVICE 
(-Z  (A)=THE  DEVICE  IMPEDANCE) .  5 

FIG.  2.2-3  INJECTION-LOCKED  OSCILLATOR  (ILO)  EQUIVALENT 

CIRCUIT  CONCEPT  (WHERE  Z  =DIODE  IMPEDANCE 

AND  Z  =CAVITY  IMPEDANCE) .  9 

FIG.  2.2-4  EQUIVALENT  PARALLEL  IMPEDANCE  REPRESENTION 

OF  AN  ILO .  10 

FIG.  2.2-5  EQUIVALENT  PARALLEL  CIRCUIT  FOR  THE  ILO .  10 

FIG.  2.2-6  THE  PHASOR  REPRESENTION  OF  THE  SIGNALS 

IN  THE  ILO  MODEL .  13 

FIG.  2.4-1  PLOT  OF  THE  TRANSIENT  PHASE  RESPONSE  EO.  2.4-3 

VERSUS  THE  NORMALIZED  TIME  FOR  SEVERAL 

VALUES  OF  e0 .  24 

FIG.  3.3-1  LOCATION  OF  RADIAN  FREQUENCIES  IN  THE 

FREQUENCY  DOMAIN  FOR  A  SWEPT  ILO  AMPLIFIER 

WHEN  Acoo<(ws-co0)<A0  .  28 

FIG.  3.3-2  A  PLOT  OF  THE  PHASE  SHIFT  EQ.  3.3-4  VERSUS 

THE  NORMALIZED  LOCKING  BANDWIDTH  (F0RAu>o=0.0) .  30 

FIG.  3.3-3  A  PLOT  OF  THE  ENVELOPE  DELAY  DISTORTION 

EQ.  3.3-7  VERSUS  THE  NORMALIZED  LOCKING 

BANDWIDTH  (  FOR  Ao)o=0.0,  f  =1.0  MHz) .  32 

FIG.  3.4-1  PHASE  VERSUS  NORMALIZED  FREQUENCY  DEVIATION 

FOR  THE  LINEARIZED  APPROXIMATE  SOLUTION, 

EQ  .3.4-4 .  36 

FIG.  3.5-1  PHASE  VERSUS  NORMALIZED  FREQUENCY  DEVIATION 

FOR  ADLER'S  EQUATION .  38 

FIG.  3.6-1  PHASE  VERSUS  NORMALIZED  FREQUENCY  DEVIATION 

FOR  SEVERAL  POWER  RATIOS  FOR  THE  GENERALIZED 
ADLER'S  PHASE-LOCKING  EQUATION .  40 


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FIG.  4.2-1  SCHEMATIC  DIAGRAM  OF  THE  ILO  AMPLIFIER 

WITH  AN  IDEAL  FM  MODULATOR  AND  FM  DEMODULATOR .  44 

FIG.  4.2-2  LINEARIZED  TRANSFER  CHARACTERISTICS  FOR 

THE  ILO  AMPLIFIER  MODEL  OF  FIG.  4.2-1 .  49 

FIG.  5.3-1  FREQUENCY  DEPENDENT  DISTORTION  CHARACTERISTICS 

FOR  A  TUNED  SINGLE-STAGE  ILO  AMPLIFIER  MODEL 

WITH  A  34  DB  GAIN .  58 

FIG.  5.3-2  FREQUENCY  DEPENDENT  DISTORTION  CHARACTERISTICS 

FOR  A  TUNED  SINGLE-STAGE  ILO  AMPLIFIER  MODEL 

WITH  A  15  DB  GAIN .  59 

FIG.  6.3-1  FREQUENCY  DEPENDENT  DISTORTION  CHARACTERISTICS 

FOR  A  DETUNED  SINGLE-STAGE  ILO  AMPLIFIER  MODEL 

WITH  A  34  DB  GAIN .  72 

FIG.  6.3-2  FREQUENCY  DEPENDENT  DISTORTION  CHARACTERISTICS 

FOR  A  DETUNED  SINGLE-STAGE  ILO  AMPLIFIER  MODEL 

WITH  A  15  DB  GAIN .  73 

FIG.  7.2-1  CONSTANT  NONLINEAR  DISTORTION  CONTOURS  VERSUS 

THE  NORMALIZED  PEAK  FREQUENCY  DEVIATION  AND 
MODULATING  FREQUENCY  FOR  A  POWER  GAIN  OF  15  DB 
AND  FOR  NORMALIZED  DETUNING  FACTORS  EQUAL 
TO  0.0  AND  0.1 .  77 

FIG.  7.2-2  CONSTANT  PHASE  DELAY  DISTORTION  CONTOURS  VERSUS 

THE  NORMALIZED  PEAK  FREQUENCY  DEVIATION  AND 
MODULATION  FREQUENCY  FOR  A  POWER  GAIN  OF  15  DB 
AND  FOR  NORMALIZED  DETUNING  FACTORS  EQUAL 
TO  0.0  AND  0.1 .  78 

FIG.  8.2-1  SCHEMATIC  FORM  OF  THE  EXPERIMENTAL  SET-UP  FOR 

THE  MEASUREMENT  OF  THE  NONLINEAR  DISTORTION 

IN  AN  ILO  AMPLIFIER . 85 

FIG.  8.2-2  A  PHOTOGRAPH  OF  THE  FM  ILO  NONLINEAR  DISTORTION 

EXPERIMENTAL  SET-UP .  86 

FIG.  8.2-3  A  PLOT  OF  THE  VOLTAGE  AMPLITUDE  DEFLECTION  OF  THE 

FREQUENCY  DISCRIMINATOR  VERSUS  THE  FREQUENCY 
DEVIATION  (SWEPT  FROM  9.040  TO  9.060  GHZ)  FOR 
AN  INPUT  POWER  LEVEL  OF  0.2  MILLIWATTS .  92 

FIG.  8.2-4  FREQUENCY  SPECTRUM  FOR  AN  FM  SIGNAL  WITH 

CARRIER  ZERO .  95 

FIG.  8.3-1  AN  EXAMPLE  OF  THE  DEMODULATED  INPUT  AND  OUTPUT 

SIGNALS  MEASURED  FOR  THE  34  DB  CASE .  100 


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FIG.  8.3-2  A  PLOT  OF  THE  EXPERIMENTAL  VERSUS  THE 

THEORETICAL  DISTORTION  CHARACTERISTICS 
FOR  THE  34  DB  GAIN  CASE  OF  THE  DETUNED 
AMPLIFIER .  101 

FIG.  A-l  '  ELEMENTARY  BLOCK  DIAGRAM  OF  A  COMMUNICATION 

SYSTEM .  115 

FIG.  A-2  FREQUENCY  PLOT  OF  a )THE  MAGNITUDE  AND 

b)THE  PHASE  VARIATION  FOR  THE  DISTORTIONLESS 

CASE  OF  EQ.  A-3 .  117 


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CHAPTER  I 


INTRODUCTION 

Under  certain  conditions,  it  is  possible  to  synchronize 

the  frequency  and  phase  of  a  self-excited  oscillator  to  a 

1  -22 

reference  or  locking  signal  .  This  may  be  achieved  by 

injecting  the  reference  signal  directly  into  the  oscillator  to 
3  4 

be  controlled  *  .  In  the  stable  locked  condition  the  oscillator 
and  reference  signal  frequencies  will  be  identical  and  the 
oscillator  will  be  referred  to  as  being  injection-phase  locked^’^ 
The  locking  signal  amplitude  is  smaller  than  the  self-excited 
oscillator  amplitude,  therefore  the  injection-locked  oscillator 
(ILO)  can  be  modelled  as  a  limiter-amplifier"^’^’^.  In  the 
stable  locked  condition,  the  reference  and  oscillator  frequencies 
will  coincide  exactly,  however,  this  locked  condition  will 
exhibit  a  definite  phase  relationship.  The  locking  process  and 
mechanism  when  examined  in  terms  of  this  phase  relationship 
depend  upon 

1.  the  initial  frequency  difference  between  the  locked 
and  reference  signal  frequencies 

2.  the  relative  amplitudes  of  the  locked  oscillator 
and  reference  signals  (this  ratio  is  called  the 
gain  of  the  ILO) 

3.  the  circuit  parameters. 


1 


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The  injection-phase  locked  phenomenon  can  be  further 
characterized  by  analogies  to  an  oscillator  operating  into 
a  mismatched  load^’"* 

The  aims  of  this  work  include  the  examination  of 

the  dynamic  phase-locking  properties  of  microwave  IMPATT 

diode  oscillators  when  the  reference  signal  is  angle-modulated. 

The  ILO  has  been  characterized  within  certain  limits  for  the 

1  4  -i 

steady-state  and  transient  conditions  5  .  Several 
simplifications  are  applied  to  the  mathematical  model  such  that 
the  analytic  expressions  can  be  used  to  characterize  the  ILO 
under  low  frequency  modulated  conditions.  However,  when  the 
modulating  frequency  increases,  the  techniques  discussed  so 
far  will  not  be  valid.  Therefore,  the  aim  of  this  work  is  to 
characterize  the  ILO  for  modulating  signals  approaching  the 
locking  limits.  This  will  be  accomplished  by  modelling  the  ILO 
with  the  aid  of  the  generalized  Adler's  phase-locking  equation. 
The  amplifier  model  will  treat  the  reference  (locking)  and  locked 
signals  of  the  ILO  as  input  and  output  signals  of  a  baseband 
amplifier,  respectively.  The  resulting  mathematical  treatment 
will  be  presented  in  the  form  of  conventional  distortion  curves 
for  each  set  of  ILO  amplifier  parameters.  The  distortion  curves 
are  combined  into  design  contours  such  that  a  circuit  designer 
will  use  them  in  selecting  ILO  limiting  parameters.  Finally, 


•-  . 


I 


3 


the  theoretical  description  of  the  ILO  characteristics  are 
verified  experimentally . 


CHAPTER  II 


THEORETICAL  ANALYSIS  OF  AN  INJECTION-LOCKED  OSCILLATOR  (ILO) 

2.1  Introduction 

This  chapter  will  derive  the  important  relationships 
and  equations  applicable  to  the  modelling  of  the  injection¬ 
locking  phenomenon  that  follows. 

2.2  The  Generalized  Adler's  Phase-Locking  Equation 

Several  authors  have  derived  phase-locking  equations 
that  may  be  used  to  model  an  injection-locked  oscillator  (ILO) 
at  microwave  frequencies  1"4»17.  jj-  -j s  propitious  to  discuss 
the  derivations  of  these  phase-locking  equations  in  some  detail 
so  that  the  inherent  assumptions  will  be  understood  in  the 
context  of  this  work.  The  results  of  these  derivations  will 
then  be  used  as  a  basis  for  the  description  of  the  nonlinear 
distortion  added  by  an  ILO  amplifier  to  modulated  locking 
signals. 

Let  the  simplified  microwave  circuit  of  Fig.  2.2-1 
represent  the  typical  schematic  for  the  ILO  considered  in  this 
study  ^  .  The  microwave  "locking  signal"  and  the  "output  signal" 
are  separated  by  a  four-port  microwave  circulator.  Therefore, 
for  practical  purposes,  the  input  and  output  signals  may  be 
considered  to  be  isolated.  In  the  analysis  to  follow,  it  will 
be  shown  that  the  locking  signal  has  a  tendency  to  "pull"  the 


4 


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MATCHED  LOAD 


FIG.  2.2-1  EMBODIMENT  OF  THE  INJECTION-LOCKING  CIRCUIT  AT 
MICROWAVE  FREQUENCIES. 


FIG. 2. 2-2  EQUIVALENT  CIRCUIT  OF  A  "FREE-RUNNING"  MICROWAVE 

OSCILLATOR  WHERE  Z(w)  IS  THE  CIRCUIT  IMPEDANCE  SEEN 

FROM  THE  DEVICE(-Z(A)  IS  THE  DEVICE  IMPEDANCE). 

D 


frequency  of  the  one-port  microwave  oscillator  in  a  manner  analo¬ 
gous  to  the  frequency  pulling  which  occurs  when  a  microwave 
oscillator  operates  into  a  mismatched  load^”^*^. 


2.2-1  Basic  Concepts  and  Approximations 


To  facilitate  an  analytical  mathematical  treatment  of 
the  reflection-type  amplifier,  several  simplifying  physical 
assumptions  need  to  be  made  at  this  juncture^.  Firstly,  it  is 
assumed  that  the  bandwidth  of  the  resonant  circuit  surrounding 
the  active  device  is  much  larger  than  the  locking  bandwidth  or 
than  any  other  modulating  frequency.  For  a  single-tuned 
resonant  circuit  the  half-power  bandwidth  is  given  by 


B.  W.  -  u)0/Ql  —  co i -(a 2 


(2.2 


where  B.W.  =  Bandwidth  (radians/sec) 

w0  =  natural  resonant  radian  frequency 

=  half-power  point  resonant  radian  frequency 
Ql  =  loaded  quality  factor 

Secondly,  it  is  assumed  that  the  amplitude  control  mechanism 
of  the  oscillator  acts  much  faster  than  the  time  period  of  the 
frequencies  of  interest;  namely,  a)  modulating  frequencies,  b) 
beat  frequencies,  and  c)  "pulled"  frequencies.  Mathematically 
expressed,  this  means  that 


T'  «  orl/“m  or  1/A“o 


(2.2 


. 


. 


.  V 


7 


where  T1  =  time  constant  of  the  amplitude  limiting 

mechanism 

A<0  max  =  maximum  frequency  deviation 
=  initial  frequency  difference 
«m  =  modulating  radian  frequency 
As  a  first  approximation,  the  results  achieved  by  ignoring  the 
amplitude  control  mechanism  are  remarkably  gooa\  As  will  be 
discussed  later,  the  above  assumption  may  not  always  be 
justified  for  the  microwave  oscillators  used  in  this  analysis. 
Thirdly,  it  is  assumed  that  the  input  locking  signal  power  is 
significantly  smaller  than  the  free-running  oscillator  power. 
As  will  be  seen,  this  basic  assumption  leads  to  a  simplified 
analysis  that  yields  many  of  the  basic  ILO  characteristics. 
However,  most  practical  microwave  ILO  amplifiers  will  find 
application  in  an  intermediate  region,  where  the  input  and 
output  levels  differ  by  10  to  20  dB.  Consequently,  the 
following  analysis  will  contain  an  important  improvement  over 
Adler's  simpler  theory  l  The  next  section  will  derive  the 
locking  equations  applicable  to  this  intermediate  power 
range  \ 

2.2-2  Equivalent  Circuit  Representation 

The  simplest  equivalent  circuit  for  a  microwave 
oscillator  is  given  for  the  "free-running"  condition. 

Assuming  for  the  moment  that  the  device  impedance  is 
frequency  independent,  let  the  equation  for  the  free-running 


* 


VL 


oscillator  of  Fig.  2.2-2  be  given  by 


[  2  M  -  Z0(A)  H  =  0  (2. 

where  Z0(A)  is  the  device  impedance,  which  is  taken  to  be  a 
function  primarily  of  the  current  amplitude  A,  and  where  Z(ui) 
is  the  circuit  impedance  as  seen  looking  out  from  the  device 
terminals  17. 

To  construct  an  equivalent  circuit  to  provide  a 
description  of  the  injection-locking  circuit  of  Fig.  2.2-1, 
let  the  input  signal  be  represented  by  a  current  generator 
(it  could  analogously  have  been  a  voltage  generator).  Next, 
let  the  one-port  microwave  oscillator  be  represented  by  an 
equivalent  parallel  circuit  impedance , the  tuned  cavity  by 
an  equivalent  parallel  circuit  impedance.  Thus  it  is  seen 
that  the  equivalent  circuit  of  Fig.  2.2-3  easily  becomes 
Fig.  2.2-4  17»  25-30  #  por  purposes  of  this  study,  the 
diode  may  be  represented  by  its  equivalent  negative  impedance 
-G  ^0,21 s  with  reference  to  Fig.  2.2-5,  the  following  symbols 
will  be  defined: 

2 D  ”  "0  D 

GD  =  Equivalent  negative  conductance  of  the  free- 
running  oscillator 

Zc  =  equivalent  cavity  impedance 

Z'  =  equivalent  cavity  impedance  plus  the  equivalent 
impedance  plus  the  load 


j  j 


. 


. 


* 


■ 


M 


LOCKING  SIGNAL 


OUTPUT  SIGNAL 


I  :n 


FIG.  2.2-3  INJECTION  LOCKED  OSCILLATOR( ILO)  EOUIVALENT  CIRCUIT 
concept(whereZ(a)=  diode  impedance  and  Zr  =  CAVITY 

D  ^ 

IMPEDANCE). 


10 


~l_  /  =  EQUIVALENT  IMPEDANCE  OF  CAVITY 
C  AND  CIRCULATOR 


FIG.  2.2-4  EQUIVALENT  PARALLEL  IMPEDANCE  REPRESENTATION  OF 
AN  ILO . 


FIG.  2.2-5  EQUIVALENT  PARALLEL  CIRCUIT  FOR  THE  ILO. 


vu 


L  -  equivalent  lumped  shunt  inductance  of  the  tuned 
cavity  near  resonance 

C  =  equivalent  lumped  shunt  capacitance  of  the 
tuned  cavity  near  resonance 

Gl=  equivalent  lumped  shunt  conductance  of  the 
load  (initially  assumed  to  be  a  match)  plus 
that  of  the  tuned  cavity  near  resonance 
plus  the  circulator  equivalent  impedance 

is  =  instantaneous  injected  current 

i  =  instantaneous  "locked"  oscillator  current 

iR  =  resultant  output  current 

Is  =  |  U |  =  injected  current  amplitude 

I  =  ji|  =  oscillator  current  amplitude 

Ir=  I  Ul  =  output  current  amplitude 

=  unmodulated  injected  signal  radian  frequency 

=  "free-running"  oscillator  radian  frequency 

instantaneous  phase  shift  of  the  locking 
signal 

/&)=  instantaneous  phase  shift  added  by  the  tuned 
circuit  and  other  mis-matchs 

Ql=  loaded  quality  factor 

Even  though  the  circulator  has  been  replaced  in  Fig.  2.2-4 
and  Fig.  2.2-5,  it  must  be  remembered  that  is  and  i  are 
isolated  signals  which  add  vectorially  in  the  tuned  output 
circuit. 


2.2-3  Phasor  Analysis 


Let  the  injecting  signal  of  Fig.  2.2-5  be  represented  by 


is  =  Is  sin(u)5t  +<x(t)) 


(2.2-4) 


•  ■ 


« 


■ 


■ 


m 


12 

where  oc(t)  is  a  time-dependent  phase  shift.  When  the  locked 
condition  exists  the  locked  oscillator  current  will  be 

i  (t)  =  I  s i n ( w5t  +*(t)  -  e  (t) ) .  (2.2-5) 

Here0(t)  has  been  introduced  to  represent  the  instantaneous 
phase  shift  of  the  locked  oscillator  signal  with  reference  to 
the  injected  signal.  Thus  the  total  instantaneous  current 
flowing  through  the  resonant  circuit  will  be  the  vector 
sum  of  i(t)  and  is(t),  which  will  be  given  by 

v  I*  si n (  Wjt  +«.( t)  -e(t)  +  ^(t))  (2.2-6) 


where 


I 


R 


+  I 


2. 


+  2I^cose(t) 


(2.2-7) 


and 


-i  Is •  sin  (t) 

^(t)=  tan  I  +  Iscose(t)  (2'2-8> 

The  various  signals  are  represented  in  the  phasor  diagram  Fig. 

2.2-6. 

2.2-4  Derivation  of  the  Generalized  Adler's  Phase-Locking 
Equation 

Since  the  term  ^(t)  in  Eq.  2.2-6  is  the  phase  shift 
introduced  by  the  addition  of  the  tuned  circuit,  it  follows 


. 


. 


- 


- 


Vk 


13 


FIG.  2.2-6  THE  PHASOR  REPRESENTATION  OF  THE  SIGNALS  IN  THE  ILO 


MODEL. 


' 


. 

'■ 


wl 

that  Eq.  2.2-8  may  be  simplified  in  terms  of  the  other  circuit 
parameters.  For  a  single-tuned  parallel  circuit  with  lumped 
parameters,  the  phase  shift  across  the  circuit  will  vary  as 


14 


J(o))=tan ‘[Ql(  a)2- uf)/  o)2] 


(2.2-9) 


where 


coo=  1//TC 


In  the  locked  condition,  the  frequency u  wil 1  be  very  close  to 
w0  ,  so  that  Eq.  2.2-9  may  be  approximated  quite  accurately  by 


(2.2-10) 


28 


when  w-o)q  «  .  The  phase  shift  introduced  by  the  resonant 

circuit  will  be  opposite  to  the  phase  shift  of  the  total  current, 
consequently  the  voltage  across  the  resonant  circuit  will  be 

exactly  n  radians  out  of  phase  with  the  voltage  introduced  by  the 
injected  signal.  This  principle  will  also  apply  to  the 
currents;  this  Eq.  2.2-10  may  be  equated  with  Eq.  2.2-8: 


Issine(t)  _  2Ql(w  -w  ) 

- - - - - o 

I  +  Lcoso(t)  to 


o 


(2.2-11) 


Solving  Eq.  2.2-11  for  ^yields, 


w  =  w  + 
o 


A0  s  i  n  o(  t ) 


(2.2-12) 


l+Rcose(t) 


where  R/  2Q  u 


R=  ls/l 


(2.2-13) 

(2.2-14) 


and 


r  i. »!  ■$  4 


* 

\  n  i  i  't  '*  H  J'/£  '  '  t:,;:xe 


Thus  the  output  phase  angle  from  Eq.  2.2-6  and  Fig.  2.2-6  is 


©R(t)  =  u)st  +c<(t)  - ©( t )  +&{t) 

and  the  output  frequency  is  given  by  the  derivative  of 
Eq.  2.2-15: 


U  =  -d  eR(t).  y  +  d<x(t)  +d  ^(t)  _  d$(t) 


dt 


dt 


dt 


dt 


(2.2-16) 


Now,  combining  Eq.  2.2-16  and  Eq.  2.2-12  yields 


de(t)  _  d^(t)  +  A0sina(t)  =  A^+  d*(t) 
dt  dt  l+Rcose(t)  dt 


(2.2-17) 


where  Aio0  = 

=  the  initial  radian  frequency  difference, 
Then  differentiating  Eq.  2.2-8  yields 


(2.2-18) 


d^(t)  R(  R  +  cos  e(t))  de(t) 

“  '  9  ~ 

dt  1  +  R2+  2Rcoss(t)  dt 


(2.2-19) 


which  will  be  used  to  eliminate  the  ~~  terms  of  Eq.  2.2-17;  i.e. 

dt 


de(t)  n  +  R  +  2Rcose(t) 


dt 


1  +  Rcose(t) 


(2.2-20) 


[AU30  + 


d<x(t )  A0si  ne(t) 

dt  1  +  Rcose(t)' 


'  W 


The  solution  to  Eq.  2.2-20  yields  the  instantaneous  change  of 
phase  between  the  input  locking  signal  and  the  output  signal  from 
the  locked  negative  conductance  oscillator.  Eq.  2.2-20  will 
hereafter  be  referred  to  as  "the  Generalized  Adler's  Phase- 
Locking  Equation"  because  of  its  importance  in  the  following 
work.  To  solve  for^(t),  Eq.  2.2-20  may  be  substituted  into 
Eq.  2.2-8.  Further,  the  output  frequency  will  be  found  by 
substituting  Eq.  2.2-17  into  Eq.  2.2-16  to  yield 

«.(t)  ■  ^,+  -A-sin»(t)  (2.2-21) 

1  +  Rcose(t) 

2.2-5  Adler's  Equation 

In  special  cases,  Eq.  2.2-20  must  be  simplified  by 

assuming  a)  a  low  level  of  injected  locking  power  i.e.R«l 

and  b)  that  there  is  no  significant  modulation  on  the  injected 

signal  (i.e.  dc<t^—  =  o  ).  Then  Eq.  2.2-20  reduces  to  Adler's 

dt 

phase-locking  equation  which  (when  expressed  in  terms  of  the 
notation  used  in  this  thesis)  becomes 

(2.2-22) 

=  Ato0_  Acsine(t) 

where 

A„=  EL-uy  2 - E0' Q L  (2.2-23) 


(where  EL  and  E0  are  the  voltage  amplitudes  defined  by  Adler 
which  are  equivalent  to  the  expressions  used  here).  The 


■  mm  mm  gw j 

. 


- 

. 


.  - 


vs. 


■ 


17 

Generalized  Adler's  phase-locking  equation  that  has  been 
derived  in  this  section  provides  the  basis  for  extensive 
later  work;  in  particular,  it  will  be  used  to  solve  for  the 
distortion  behavior  of  ILO's. 

2.3  Steady-State  ILO  Characteristics 

This  section  will  examine  the  locking  equations 
derived  in  Section  2.2  by  applying  the  quasi-stationary 
approximation  to  all  time-dependent  terms.  The  elimination 
of  the  transient  solution  will  enable  the  locking  equation 
limits  to  be  examined  for  the  steady-state  case.  For  Adler's 
locking  equation  Eq.  2.2-22,  the  steady-state  phase  shift  may 
be  expressed  as  a  function  of  normalized  initial  frequency 
difference;  i.e. 

©  =  sin  (2.3-1) 


when  o.  When  the  quasi-stationary  approximation  is 

dt 

applied  to  the  generalized  Adler's  phase-locking  equation 
Eq.  2.2-20,  the  steady-state  phase  shift  may  be  expressed  as 


9  = 


-i 

si  n 


/ 

u 

J  +  uzRz 


[1  ±  R  /  l  -  u2(  1  -  Ra )] 

/ 


(2.3-2) 


where  u=^/^c  and  R=  I5/I  (from  Eq*  2.2-14),  the  plus  sign 
applies  for  u>0  and,  alternately,  the  minus  sign  applies  for 
u<0  .  It  is  evident  that  Eq.  2.3-2  reduces  to  Eq.  2.3-1 
for  R « 1  .  Now  let  these  two  "steady-state"  results  be 


- 


. 


■* 


* 


- 


Vk 


examined  for  their  limit  variation  when  certain  parameters  are 
changed. 


18 


Firstly,  let  the  maximum  initial  frequency  difference 
occur  when  sin  ©has  its  maximum  value  (i.e.  sin  8=1)  in 
Eq.  2.2-21 ;  i.e.. 


i  AUt 


=  A, 


max  '  (2.3-3) 

Utilizing  a  similar  normalizing  procedure,  the  generalized 
Adler's  phase-locking  equation  Eq.  2.2-20  yields  its  maximum 
allowable  initial  frequency  difference;  namely, 


Lax  “  ^  <  1  - 


Z,  Vz 


(2.3-4) 


Secondly,  the  maximum  allowable  phase  shift  I©  I  that 

max 

an  ILO  will  permit  and.  still  maintain  the  locked  condition 
is^r  for  Eq.  2.2-21.  For  the  generalized  Adler's  phase¬ 
locking  equation  I©  |  max  is 


0 


max 


JT 

2- 


+  cos  1  (  1  -  R2) 2' 


(2.3-5) 


It  is  interesting  to  note  that  the  generalized  Adler's 
phase-locking  equation  predicts  a)  a  maximum  allowable  phase 
shift  in  excess  of  \  and  b)  a  maximum  locking  bandwidth  in 
excess  of  A0  .  In  both  cases  the  limits  are  directly  proportional 
to  the  injected  signal  amplitude  ls  and  inversely  proportional 
to  the  "free-running"  oscillator  amplitude  I.  When  the  ratio 
R  is  expressed  in  terms  of  power  it  becomes 


- 


' 


19 


R  =  (Ps/P)'4 

where  Ps  refers  to  the  injected  power  and  P  refers  to  the 
"free-running"  oscillator  power.  When  R  is  expressed  in  a 
different  form,  the  ratio  of  injected  to  output  power  will 
give  the  gain  of  the  I LO  as  an  amplifier,  where  gain  is 
defined  as 

G  =  -10  logto  P$/P  dB 
or 

G  =  -20  log,0R  dB 

Several  authors  have  documented  extensive  in¬ 
vestigations  of  this  "steady-state"  analysis  1,8"'12’27> 

For  the  purposes  of  this  work  the  results  predicted  by 
the  "steady-state"  analysis  will  be  exploited  in  a  simplified 
theory  to  justify  the  experimental  set-up.  Therefore,  in 
Table  2.3-1  the  maximum  locking  bandwidth  and  the  maximum 
phase  shift  limits  predicted  by  the  generalized  Adler's 
phase-locking  equation  are  compared  with  the  predictions  from 
Adler's  equation  for  similar  values  of  gain.  An  examination 
of  Table  2.3-1  shows  that  only  for  gains  in  excess  of  20dB 
will  both  equations  predict  essentially  identical  results. 

2.4  Transient  Response  of  an  ILO 

4 

In  this  section  Mackey's  approach  to  describing 
the  transient  behavior  of  ILO's  is  reviewed  and  an  attempt 


(2.3-6) 

(2.3-7) 

(2.3-8) 


I  '■ 


■ 


. 


S3  I  .  1 


■ 


TABLE  2.3-1  A  COMPARISON  OF  THE  VARIOUS  LIMITS  PREDICTED  BY  THE  GENERALIZED  ADLER'S  PHASE-LOCKING 
EQUATION  (EO  2.2-20)  WITH  THOSE  PREDICTED  BY  ADLER'S  EQUATION  (  EQ.  2.2-22)  WHEN  THE 
QUASI -STATIONARY  APPROXIMATION  IS  VALID. 


20 


4s 

4s 

LU 

C_> 

ZT 

LQ 

OlI 

UJ 

u_ 

u_ 

I — I 

o 


co 

zn 

Cl 


cc 

O'. 

o 

o 

CVJ 


• 

C\J 

CVI 

l 

CVl 

CVI 


C T 
UJ 

4— 

o 


in 

Z5 


E 

o 


cu 

U- 

O- 

cu 

o 

cr 

CD 

S- 

QJ 

4- 

4- 


1 

II 

CO 

-o 

CO 

-O 

CO 

-U 

CO 

"D 

CQ 

"O 

CO 

■O 

CO 

*o 

CQ 

"O 

LO 

CO 

XJ 

CO 

-D 

CO 

■a 

*o 

>5 

O 

o 

o 

'3- 

CO 

• 

o 

• 

•vj- 

o 

LO 

o 

1 — 1 
<c 

CD 

CO 

co 

co 

CVI 

CO 

cvi 

cvi 

CO 

1 — ■ 

c: 

cu 

Z5 

c r 

CU 

s_  - 


it 


cvi 

CVI 

CVI 

CVI 


UJ 

r> 

CVJ 

1 - 

4-> 

1 

1 

1 

f— 

r— 

r— 

1 — 

E 

o 

o 

o 

o 

o 

o 

o 

o 

r— 

1 — 

1 — 

1 — 

1 — 

1 — 

00 

C- 

cu 

4- 

X 

CO 

X 

X 

X 

X 

X 

s_ 

4-> 

CO 

CO 

LO 

1 — 

CO 

LO 

CVI 

0J 

r— 

r-^ 

1 - 

CO 

o 

CO 

1 — 

CO 

JZ 

O 

• 

• 

+-> 

00 

LO 

LO 

LO 

1 - 

CVJ 

*3* 

uo 

CO 

1 — 

c - 

CO 

cu 

<D 

JZ 

4-> 

CO 


UJ 

CVJ 

Z3 

C_> 

1 

c 

zz 

CVI 

>1 — 

UJ 

• 

E 

DC 

cvj 

UJ 

o 

u_ 

• 

cvj 

u_ 

CT) 

r-~ 

LO 

CO 

CO 

CO 

CVI 

CVJ 

1 — 

1 — 

CT 

1 

1 — i 

1 

i 

1 

1 

1 

1 

1 

1 

1 

l 

1 

UJ 

CVJ 

O 

o 

o 

o 

o 

o 

c 

o 

o 

o 

o 

o 

• 

r~ — 

i - 

1 — 

r— 

r— 

1 - 

1 — 

I — 

r— 

1 - 

I — 

So 

CVI 

-Q 

CD 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

• 

zz 

-a 

CT 

UJ 

o 

o 

o 

o 

LO 

co 

LO 

1 — 

CD 

LU 

=o 

o 

o 

o 

o 

CVI 

o 

1 — 

o 

1 — 

CVI 

■+J 

CT 

03 

So 

UJ 

LO 

LO 

LO 

CVJ 

r— ■ 

CVJ 

LO 

1 - 

CVJ 

I — 

CO 

o 

JD 

DC 

•1 — 

U_ 

-a 

-o 

a 

\ 


*> 

o 

u 


cu  • 
+->  aj 
03 
CJ 

•5 

<D 

s- 

Q- 

<u 
u 
c: 

<u 

s- 

CU 
4- 
4- 

-o 

cu 
in 

fO 


•I — 

-M 


CO 

CVJ 

CVJ 

CVJ 

CVJ 

1 — 

r— 

r— 

r— 

r— 

•1 — 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

c 

o 

o 

o 

o 

o 

o 

o 

o 

o 

o 

o 

•r— 

r— 

r— 

1 — 

r— 

1 

1 

r_ 

1 

1 

1 

1 

■O 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

CD 

N 

o 

o 

o 

o 

o 

o 

o 

o 

o 

co 

cvj 

o 

o 

o 

o 

o 

o 

o 

LO 

o 

1 — 

CO 

1 — 

• 

• 

• 

CVJ 

LO 

1 — 

r_ 

cvj 

CO 

LO 

E 

C 

>1 

O) 
E 

O  rtJ 
TT  C 

4S 


fO 

+-> 

•r— 

c 


X 

03 


4s 

4C 


This  result  is  expressed  in  degrees,  i 


■ 


A 


. 


■ 

» 

21 


is  made  to  apply  those  concepts  to  the  present  study  of 
ILO's.  The  previous  section  discussed  the  ILO  character¬ 
istics  when  the  quasi-stationary  approximation  was  valid. 
However,  when  the  ILO  is  subjected  to  a  step  change  in  the 
locking  frequency  or  to  some  other  form  of  modulating  signal 
with  a  short  rise  time,  the  ILO  is  not  expected  to  track 
this  change  instantaneously.  The  transient  phase  response 
of  an  ILO  to  such  a  frequency  step  will  be  discussed  next 
in  order  to  find  an  upper  limit  on  the  modulation  rate  for 
such  an  ILO. 


When  the  locking  signal  changes  at  rates  in  excess 


of  Ao/zir  Hz  the  quasi-stationary  approximation  will  no  longer 
be  valid.  Consequently,  the  solution  to  the  phase  equations, 
Eqs.  2.2-20  and  2.2-22  must  take  into  account  the  time- 
dependent  terms.  When  Adler's  equation  is  solved  in  the 
time  domain  (as  a  first  approximation  of  the  expected 
results),  the  integration  must  be  performed  as 


(2.4-1) 


where  ©(0)  =  O0  »  u  =  and  u  <  1.  When  ©  (t)  is 

integrated  it  becomes 


u  x  '  2 


(2.4-2) 


- 


■ 

* 


. 


22 


where  ,, 

C1  =  tanh'1  l-utan(a»/2)/  (1-u2) 

For  the  special  case  of  u=0,  Eq.  2.3-1  leads  directly  to 

-i  “  Aot 

e(t)  =  2  tan  (  e  tan  %/2) 

If  9(t)  is  limited  to  less  than  60  degrees,  then  the 
approximation  tan  0=  sis  valid  to  better  than  10  percent 
of  6(t).  Consequently,  Eq.  2.4-3  may  be  simplified  to 

-  A  j* 

e(t)  =e„e 

This  approximate  solution  gives  an  elementary  estimate  of 
the  decay  time  of  the  phase  shift  9(t).  This  time  is 
t1  =  1/ac  sec. 

for  and  ©(<*>)  =u=0.  The  decay  time  t*  suggests 

that  the  upper  limit  on  the  modulating  frequency  appears 
to  be  A0/2Tr  Hz.  The  simplified  solutions  discussed  thus 
far  do  not  apply  if  a)  e6>1i/2b)  u^O,  or  c)  the  generalized 
Adler's  phase-locking  equation  needs  to  be  solved  as  the 
phase  equation  (i.e.  increased  complexity  for  the  lower  gain 
cases).  Thus,  these  more  general  solutions  will  all  have 
decay  times  significantly  in  excess  of  those  estimated  in 
Eq.  2.4-5.  These  more  complex  solutions  are  discussed  in 
great  detail  in  the  literature3,4  .  For  the  purposes  of 
this  study  the  result  that  may  be  used  from  the  transient 


(2.4-3) 


(2.4-4) 


(2.4-5) 


' 


' 


■ 


- 


. 


response  work  is  that  normally  the  decay  time  is  contained 
in  periods  of  time  less  than  V*  5/AGsec. 

A  more  practical  approach  to  the  quantizing  of 
a  numerical  value  for  the  limit  of  the  modulating  frequency 
in  an  ILO  is  the  subject  of  the  next  several  chapters. 

To  close  this  section  a  single  graph  of  the  time  response 
of  Eq.  2.4-3  for  several  values  of  Qa  is  included  to  illustrate 
the  general  concepts  of  the  decay  time  for  a  step  change  in 
frequency  (see  Fig.  2.4-1).  Any  degradation  of  parameters 
from  those  assumed  will  result  in  a  much  longer  settling 
time  and  a  lower  limit  to  the  modulating  frequency.  Lastly 
this  graph  also  indicates  that  this  approach  is  not  practical 
in  estimating  accurately  the  numerical  value  of  the  distortion 
that  an  ILO  adds  to  a  modulating  signal. 


* 


PHASE  ANGLE  IN  DEGREES 


FIG.  2.4-1  PLOT  OF  THE  TRANSIENT  PHASE  RESPONSE  EO.  2.4-3  VERSUS 
THE  NORMALIZED  TIME  FOR  SEVERAL  VALUES  OF  eo< 


CHAPTER  III 


LOCKING  TO  A  FREQUENCY  MODULATED  LOCKING  SIGNAL 

3. 1  Introduction 

In  this  chapter,  the  phase  shift  versus  frequency 

deviation  characteristics  of  ILO's  are  used  as  an  aid  in 

1-12 

interpreting  ILO  behavior  under  modulated  conditions  .  The 

modulating  signal  ( t )  (defined  in  section  3.2)  will  be  used 

to  sweep  the  ILO  through  its  entire  locking  range  (±A  ), 
starting  with  low  sweep  rates  and  progressing  to  higher  rates. 
Several  procedures  will  be  employed  to  describe  the  deviation 
characteristics  8" 21  .  Initially,  elementary  analysis  will  be 
employed  to  describe  the  phase  variation  and  more  complex 
solutions  will  be  sought  as  a  more  accurate  description  of  the 
phenomena  involved.  Lastly,  an  examination  will  be  made  of 
the  assumptions  upon  which  several  of  the  phase-locking  equations 
are  based,  when  the  limits  of  their  applicability  are  approached. 

3.2  Modelling  and  Signal  Analysis 

For  the  work  that  follows,  let  the  ILO  model  as  shown 
in  Fig.  2.2-1  be  used.  The  injected  current  (following  Section 
2.2)  is  given  by 

i  =  I  sin  (tat  +*(t))  (3.2-1) 

3  3  3 


25 


. 


' 


■ 


■ 


26 


where  is  =  the  injected  signal  current  at  microwave  frequencies 
I$  =  the  magnitude  of  the  injected  signal 
tos  =  unmodulated  injected  signal  radian  frequency 
and  the  modulating  signal  is  given  by 

*(t)  =  J(Amsinwmt)  dt  (3.2-2) 

where  Am  =  the  peak  frequency  deviation  (PFD) 

=  the  modulating  radian  frequency 

P  =  the  modulation  index 

B  =  A  /w 
*  nr  m 

Consequently,  the  output  signal  current  will  be,  from  Eq.  2.2-6 

iR  =  IRsin( cj Qt  +  oc(t)  -  e(t)  +  £(t))  (3.2-3) 

r  2  i  Yz 

where  IR  =  I  |_1  +  R  +  2Rcos  ej  (3.2-4) 

and  ^(t)  =  tan-"*  (Rsin  0/1  +  Rcose)  (3.2-5) 

where  e(t)  will  be  found  by  the  solution  of 


de(t)  . 

l+R^+2Rcos<9(t) 

4^0  !  d»c(t)  ^0sin6(t) 

dt 

l+Rcose(t) 

dt  l+Rcose(t) 

(3.2-6) 

3.3  Quasi -Stationary  Equation  Analysis 


Initially  let  the  ILO  be  swept  at  low  rates  so  that 


' 


r 


27 


only  an  approximate  solution  will  be  required  to  provide  the 
necessary  accuracy  for  the  description  of  the  ILO  characteristics 
(recall  the  applicability  of  the  quasi -stationary  approximation). 
To  put  these  simplifications  on  a  more  mathematical  basis,  let 
the  gain  of  the  ILO  be  greater  than  20  dB  (i.e.  Reel,  then 

and  IR  =  I).  Then  the  output  current  may  be  approximated 

by 


iR  =  IR  sin(o?st  +*(t)  -  e(t)) 
where  O-(t)  is  found  by  solving  Eq.  3.2-6;  namely 


=  +  a?  _Ao  sin  6 


(3.3-1) 


(3.3-2) 


Let  the  modulating  signal  Eq.  3.2-2  sweep  the  ILO  through  its 

entire  locking  range  (i.e.  Am  =A  }  at  very  low  rates  (i.e. 

).  Then  de  will  approach  zero  and  the  quasi-stationary 

approximation  will  be  valid.  It  is  possible  to  approximate  the 
cl 

effect  of  at  any  instant  of  time  as  an  instantaneous  radian 
frequency  u>  ,  i.e. 


io  =U)  + 


V1nu,mt 


(3.3-3) 


where  us  is  defined  as  in  Fig.  3.2-1.  The  phase  shift  ©will  be 

d  © 

given  by  solving  Eq.  3.3-2  for  ^  =  anc^  the  result  is  a  simple 
analytic  solution 


&  =  sin 


-1 


w-  u»  +Ato 
S  0 


A 


(3.3-4) 


■  r 

■ 


' 


28 


% 

ws 

Au)0 

w 


=  "FREE-RUNNING"  LOCKED  OSCILLATOR  RADIAN  FREOUENCY 
=  "FREE-RUNNING"  UNMODULATED  LOCKING  SIGNAL  RADIAN  FREOUENCY 
=  u)s-w0=  INITIAL  FREQUENCY  DIFFERENCE 

=  INSTANTANEOUS  RADIAN  FREOUENCY  OF  THE  ILO  WITH  A  MODULATING 


SIGNAL  APPLIED 

A  =  w0R  =  HALF-LOCKING  BANDWIDTH 
2Ql 

G  =  -20  LOG  R  =  GAIN  EXPRESSED  IN  DB 


FIG  3.3-1  LOCATION  OF  RADIAN  FREQUENCIES  IN  THE  FREOUENCY  DOMAIN  FOR 
A  SWEPT  ILO  AMPLIFIER  WHEN  Au)0<(u)  -w0  )<AQ 


-  [ 


■ 


. 


To  aid  in  the  proper  visualization  of  the  various  radian 

frequencies  uj ,  and  the  frequency  limitAo,  at  a 

given  instant  of  time,  an  example  is  shown  in  Fig.  3.3-1  for  the 

case  ofAca  <  (Cj-  u  )<  a  . 

o  v  o '  o 


When  the  instantaneous  injected  signal  Uj  is  swept 
through  the  entire  locking  range  of  the  ILO,  the  phase  versus 
frequency  deviation  characteristics  is  shown  in  Fig.  3.2-2 
for  the  case  of  Adler's  Equation.  These  phase  shift 
characteristics  may  be  used  to  predict  the  useable  symmetric 


bandwidth 


A_ 


m 


max 


and/or  the  permissible  modulating  frequency 


that  the  modulating  signal  may  have  given  a  certainAcOQ.  For 
example,  if  the  initial  frequency  difference  is  set  at  0.15 
then  only  0.85  of  the  normalized  deviation  remains  for  a 
symmetric  sweep.  Additionally,  if  the  modulating  frequency 
is  such  that  its  effects  may  not  be  ignored  then  by  standard 
FM  analysis  the  addition  of  the  symmetric  deviation  and  the 
modulating  frequency  should  total  less  than  0.85  (as  a  first 
approximation) . 


This  basic  analysis  may  also  be  used  to  predict  some 
of  the  distortion  that  may  be  involved  in  the  transmission  by  an 
ILO  amplifier.  Appendix  A  defines  the  transmission  distortion 
concepts  that  are  relevant  to  this  study.  For  the  purposes  of 
this  thesis,  let  the  distortionless  transmission  for  an  ILO  be 


summarized  as 


. 


. 


-  "  / 


. 


•** 


. 


FIG.  3.3-2  A  PLOT  OF  THE  PHASE  SHIFT  EO.  3.3-4  VERSUS  THE 
NORMALIZED  LOCKING  BANDWIDTH( FOR  Aco0=0.0). 


31 


a)  a  gain  versus  frequency  characteristic  that  is 
constant  and, 

b)  a  phase  shift  versus  frequency  deviation  that 
varies  linearily  with  the  frequency  (or  a  constant 
envelope  delay  characteristic) . 


The  envelope  delay  characteristic  (EDD)  of  an  ILO  may 
be  approximated  by  expanding  the  phase  shift  of  Eq.  3.3-4  about 


cj  in  a  power  series;  i.e., 

3  0  5 

0-*  +  r  +  i-  + 


•  •  •  • 


where 


(3.3-5) 


A 


o 


The  higher  order  terms  of  z  produce  the  nonlinearity  in  the  phase 
shift.  By  approximating  6  with  Eq.  3.3-4  and  Eq.  3.3-5,  it 
is  possible  to  obtain  a  simple  expression  for  the  EDD;  namely, 


d  © 


=  1 

d(w-u>0)  A. 


1 


0  yi-? 


sec 
1  rad 


(3.3-6) 


When  expressed  in  more  conventional  units  of  EDD  (i.e.  nanoseconds 
per  megahertz),  the  variable  part  of  Eq.  3.3-6  becomes 


EDD  ^ 


159.2 


max 


1 


-  1 


W 


(3.3-7) 


where  f 


Ao 


(expressed  in  megahertz).  The  EDD 


max  2ir 

characteristic  is  shown  in  Fig.  3.3-3  for  the  simplification 


. 


' 


- 


■ 


vw 


32 


NORMALIZED  LOCKING 
BANDWIDTH 


FIG.  3.3-3  A  PLOT  OF  THE  ENVELOPE  DELAY  DISTORTION  EO.  3.3-7 
VERSUS  THE  NORMALIZED  LOCKING  BANDWIDTH  (FOR  Au)o=0.0 
ARD  fmax=  l.OMHZ). 


•  - 


w 


33 


as  per  Eq.  3.3-7. 

In  the  work  thus  far,  it  has  been  assumed  that 
A(i^=  0  to  simplify  the  results  (here  referred  to  as  the  tuned 
case).  However,  it  is  unlikely  that  the  injected  carrier 
signal  frequency  and  the  free-running  oscillator  frequency 
will  remain  identical  for  a  long  period  of  time.  Numerous 
factors  have  been  observed  that  cause  the  oscillators  to  drift 
(including  temperature  dependences)^.  Therefore,  it  would 
be  more  realistic  to  work  through  the  theoretical  model  for 
the  detuned  case  (i.e.Au^  0).  The  only  additional  distortion 
that  the  simple  approaches  to  the  distortion  characterization 
predict  is  a  non-symmetri cal  phase  and  EDD  characteristic. 

This  suggests  that  less  symmetric  bandwidth  is  available  to 
satisfy  a  particular  distortion  criterion.  When  the  modulating 
frequency  increases  and  approaches  A0  ,  the  approximation  ^  =  0 
is  no  longer  valid  and  more  sophisticated  mathematical 
techniques  will  be  required  to  describe  the  ILO. 


3.4  Linearized  Equation  Analysis 

When  the  quasi -stati onary  approximation  is  not  valid 
the  dynamic  characteristics  of  the  ILO  amplifier  must  be  studied 
by  the  use  of  time-dependent  solutions  to  the  phase  equations. 


- 


i 


. 


Vi* 


34 


It  will  be  recalled  that  Adler's  equation  is  valid  for  the 
case  when  R«l,  0«6and  1^  =  I.  When  the  modulating  signal 
is  a  sinusoid  of  the  form  of  Eq.  3.2-2  then  Eq.  2.2-22  becomes 


d  & 

dt  =AW0  +  AmsinV  '  Vine 


(3.4-1) 


Eq.  3.4-1  is  nonlinear  and  may  not  be  solved  analytically  for 
the  sinusiodal  forcing  function  in  a  reasonable  fashion. 
However,  in  that  region  defined  by  the  maximum  frequency 


deviati on 


to  +  A 
o  m 


and  when  this  is  kept  less  than  0.7AQ  it 
is  possible  to  approximate  sinG  by  8  to  better  than  10  percent 
Then  the  analytic  solution  to 


4^+A  8=Aul  +  Asiniumt 
dt  o  o  m  m 


for  0(0)  =  0Q  is 


G(t)  = 


^  +  ^Um 


0  A0  A  2+U>  2 
o  m 


A1  4.AW0 
e  +  - 


A  /A 


m  o 


-  s  i  n  (  U)  t  - 

— j  x  m 


/tun 

,A, 


.  -1  wm  x 

u"  \  ' 


(3.4-2) 


(3.4-3) 


After  the  transient  solution  to  0(t)  becomes  negligible  in 
amplitude,  the  steady-state  solution  becomes 


ss 


m 


tan"1  ^  ) 
Ao 


(3.4-4) 


1 


■ 


In  Fig.  3.4-1  the  steady-state  solution^Eq.  3 . 4 - 4 ^ i s  displayed 


as  a  function  of  instantaneous  normalized  frequency  deviation 

A*  +  V1nh,mt  . ,  . ..  . 

-  )  for  the  following  set  of  parameters: 


( i .  e . 


A 


<^o/2lT  =  10  GHz 


Aui  =  0 
0 


A_  =  0.5  A 
m  o 

AQ/2Tt=  10  MHz 


R  =  0.1 


Oj m/ 2 IT  =  200  kHz,  2  MHz,  10  MHz 


As  the  modulating  frequency  increases  the  phase  angle  versus 
frequency  deviation  characteristics  show  an  ellipse  with  an 
increasing  minor  axis.  This  phenomenon  for  the  linearized 
approximation  may  be  entirely  explained  by  the  arctangent  term 
of  the  phase  in  Eq.  3.4-4. 


3.5  Analysis  Based  Upon  Adler's  Equation 


When  the  frequency  deviation  is  no  longer  limited 
to  the  range  discussed  in  Section  3.4,  then,  as  Amo  +  Am 
approaches Aq  the  approximation  sin  e  -  ©  will  no  longer  be 
valid.  Therefore,  Adler's  nonlinear  phase  equation  must  now 
be  solved  for  the  accurate  representation  of  the  frequency 


' 


(b) 


(c) 


FIG.  3.4-1  PHASE  VERSUS  NORMALIZED  FREQUENCY  DEVIATION  FOR  THE 
LINEARIZED  APPROZIMATE  SOLUTION,  EQ.  3.4-4. 


36 


■ 


deviation  characteristics  at  the  extremes  of  the  range.  Standard 
numerical  techniques  were  used  to  solve  Adler's  nonlinear 
equation  in  the  time  domain.  The  results  of  these  calculations 
are  displayed  in  Fig.  3.5-1  in  a  graphical  form  similar  to  that 
of  Fig.  3.4-1.  Eq.  3.4-1  was  solved  for  the  following  set  of 
parameters:  lo  Q/2 TT  =  10  GHz,  QL  =  50,  R  =  0.1,  £u)Q  =  0, 

Gain  =  20  dB,A0/2iT=  10  MHz,  =  0.99Aq,  and  for  the 
following  modulating  frequencies:  UJm/2Tr  =  200  kHz,  2  MHz, 

10  MHz.  Several  observations  may  be  made  about  these  plots. 

Since  each  modulating  frequency  cycle  will  trace  out  one  circuit 
around  the  graph  it  may  be  seen  that  at  the  higher  modulating 
frequencies : 

a)  it  may  take  several  cycles  before  a  steady  state 
cycle  is  achieved 

b)  the  major  and  minor  axes  of  the  ellipse  (steady- 
state)  are  displaced  from  those  values  they  would 
have  with  the  linearized  approximation. 

As  a  consequence,  it  has  proven  laborious  to  attempt  to  use  the 
phase  versus  frequency  deviation  characteristics  in  this  form  to 
describe  the  distortion  characteristics  in  analytic  or  numerical 
form.  As  will  be  shown  in  this  study,  the  basis  provided  by  the 
examination  of  the  phase  plots  may  be  applied  in  another  manner 
to  arrive  at  an  "engineering  solution"  to  the  distortion 
characterization  problem. 


'  - 

. 


■ 


* 


■ 


o 

o 


o 

o 


o 


FIG.  3.5-1  PHASE  VERSUS. NORMALIZED  FREQUENCY  DEVIATION  FOR 


38 


ADLER'S  EQUATION. 


3 . 6  Analysis  Based  Upon  the  Generalized  Adler's  Phase-Locking 
Equation 

The  previous  sections  have  examined  the  linear  and 
nonlinear  phase  dependent  equations.  Additionally,  when  the 
approximation  R<<1  is  no  longer  valid, then  the  generalized 
Adler's  equation  must  be  solved  in  place  of  Adler's  equation. 
For  reference  purposes  it  is  repeated  here  with  a  sinusoidal 
modulation  term  as 


d  e 
dt 


1+R  +2Rcos6 
1+Rcose 


x 


A  si  no  ■ 

+  AmsinV  - 


(3.6- 


The  solution  to  Eq.  3.6-1  is  nonlinear  and  similar  numerical 
techniques  to  Section  3.5  were  required.  The  important  added 
dimension  to  the  solutions  is  the  variation  of  the  hysteresis 
in  the  phase  display  due  to  the  gain.  Eq.  3.6-1  is  solved  and 
displayed  (as  in  the  previous  sections)  for  the  following  para¬ 
meters:  to  / 2"^  =  10  GHz,  Acoq  =0,  Ql  =  50,  Am  =  0.99AQ, 
A0/2tt=  10  MHz,  tOm/2TT  =  10  MHz,  and  the  gains  are  10,  20,  and 
30  dB.  As  can  be  seen  from  Fig.  3.6-1  decreases  in  the  gain 
of  the  IL0  produce  a  deterioration  in  the  time  required  for  the 
phase  characteristic  to  achieve  its  steady-state  value.  As 
before^ the  initial  condition  of  &  (0)  =  0  has  been  used  for 
illustrative  purposes.  It  is  also  observed  that  a  greater 


■ 


, 

■ 


* 

■  : 


- 


CD 


CD 

CD 


CD 

CD 


FIG.  3.6-1  PHASE  VERSUS  NORMALIZED  FREQUENCY  DEVIATION  FOR  SEVERAL  POWER 
RATIOS  FOR  THE  GENERALIZED  ADLER'S  PHASE-LOCKING  EQUATION. 


40 


amount  of  steady-state  phase  shift  occurs  when  the  power  ratio 
is  lowered.  Unfortunately ,  this  method  of  display  does  not 
lend  itself  to  a  convenient  and  accurate  solution  to  the 
numerical  distortion  quantities  required  for  the  ILO 
characteri zation.  As  will  be  shown  in  succeeding  chapters,  a 
slightly  different  form  of  the  same  equations  combined  with  a 
different  display  will  result  in  a  reasonable  distortion 
characteri zation. 

3.7  Concl usion 

In  this  chapter  the  dynamic  phase  shift  versus 
frequency  deviation  characteristics  of  the  ILO 1 s  have  been 
displayed  for  a  variety  of  parameters.  These  plots  indicate 
that  the  nonlinear  distortion  effect  of  the  generalized  Adler's 
phase-locking  equation  is  observed  in  the  differences  that 
occur  from  the  ellipses  of  Fig.  3.4-1.  The  amount  of  discrepancy 
will  be  influenced  by  the  modulating  frequency,  the  peak  frequency 
deviation,  and  the  circuit  parameters  of  the  ILO.  These  phase 
shift  deviation  characteristics  are  a  valuable  aid  in  the 
visualization  of  the  manner  in  which  the  phase  decays  to  its 
steady-state  value  given  certain  changes  in  the  variable  parameters. 
The  possibility  of  using  these  plots  on  a  basis  for  a  detailed 
description  of  the  distortion  in  ILO's  was  investigated. 


. 


*< 


' 

•*» 


I 


After  considerable  effort  it  was  found  that  the  results 
from  the  phase  approach  (as  detailed  in  the  previous  sections) 
did  not  yield  the  distortion  quantities  in  the  desired  analytic 
form.  However,  when  a  few  changes  are  introduced  into  the 
manner  in  which  the  ILO  is  modelled  (as  will  be  performed  in  the 
following  chapters)  it  will  be  feasible  to  arrive  at  numerical 
quantities  for  the  distortion  effects.  It  is  expected  that 
future  work  by  other  investigators  will  duplicate  these  numerical 
results . 


■  «'  . 


V4 


CHAPTER  IV 


CHARACTERIZATION  OF  AN  FM  ILO  AMPLIFIER 

4.1  Introducti on 

This  chapter  discusses  in  detail  the  frequency 
modulated  ILO  amplifier  model  that  is  required  for  the  distortion 
analysis  to  follow.  The  dynamic  behavior  of  the  ILO  has  been 
characterized  in  the  previous  chapters.  The  resulting 
mathematical  ILO  model  will  then  be  treated  with  conventional 
amplifier  terminology  and  techniques. 

4.2  ILO  Amplifier  Model 

The  modelling  of  the  ILO  amplifier  in  this  section 

will  be  based  upon  the  concepts  of  injection-locking  and 

transmission  distortion  systems  discussed  in  Chapters  II  and 

3Z-40 

III,  Appendix  A  and  in  the  literature  .  The  ILO  model  will  be 
used  to  identify  three  main  types  of  distortion;  namely, 

a)  amplitude  distortion 

b)  phase  or  envelope  delay  distortion 

c)  nonlinear  distortion 

Let  the  model  of  an  injection-locked  oscillator  as  shown  in 
Fig.  4.2-1  represent  a  microwave  FM  ILO  amplifier  operating 
as  a  reflection  type  amplifier.  When  ideal  FM  modulators  and 
FM  demodulators  are  added  to  the  input  and  output  respectively 


43 


.  ' 


. 


BASEBAND  DEMODULATED 


44 


o 

C  — J 
CD  <C 
UJ  ei 
tn  cd 
<C  i— ' 
CQ  C/D 


CD 


«=C  —J 

_l  cC 


Q  CD 
O  •— ' 
51  C/0 


+J 

4-> 

ZJ 

o 

CD 


to 


CD 


DC 

O 

h- 

«=C 


ID 

CD 

<c 

O 

IT 

UJ 

< 

CD  IE 

UJ 

i— 1  Ll. 

CD 

ni 

1— 

1 — 1 

3: 

oc 

• 

UJ 

DC 

1 — 1 

0 

u_ 

1— 

1 — 1 

C 

_i 

_i 

CL 

ID 

SI 

CD 

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s: 

of  the  ILO  amplifier  of  Fig.  4.2-1  it  is  seen  that  this 
represents  a  baseband  repeater.  That  this  repeater  has  an 
intermediate  microwave  stage  does  not  alter  the  analysis 
since  it  merely  adds  complexity  and  distortion  at  the 
intermediate  stage.  Therefore,  the  FM  modulator,  ILO  amplifier 
model,  and  FM  demodulator,  will  be  an  equivalent  to  a  microwave 
repeater  link. 

A  comparison  of  the  baseband  output  signal  e  ^(t) 
of  Fig.  4.2-1  with  the  baseband  input  signal  e.  (t)  will 
yield  several  conventional  amplifier  parameters.  This  justifies 
the  entire  approach,  since  the  simplicity  of  this  model  enables 
the  interrelationships  of  the  various  parameters  to  be  understood 
more  clearly.  Now,  these  conventional  amplifier  parameters; 
namely, 

a)  the  gain  variation  versus  the  bandwidth, 

b)  the  phase  and  envelope  delay  variation  versus  the 
bandwidth, 

and,  c)  the  nonlinear  distortion  versus  the  bandwidth 
characteristics  will  be  expanded  upon  in  terms  of  the  equations 
of  Chapters  II  and  III.  Let  the  baseband  modulating  signal  e -n(t) 
in  Fig.  4.2-1  be  given  by  a  single-tone  sinusoid  (e.g.  Eq.  3.2-2); 
further,  let  the  resulting  FM  injected  signal  be  given  by  the 
incident  microwave  signal  Eq.  2.2-4,  the  output  FM  modulated 
signal  will  be  given  by  Eq.  2.2-6,  and  its  frequency  variation 


'  » 

, 


■ 

. 


by  Eq.  2.2-21.  The  demodulated  output  signal  will  be  given  by 


eout(t>  -  Ko 


-Aw  +  V1ne(t> 

1+Rcos0(t) 


(4.2-1) 


where  Kq  is  the  gain  of  the  frequency  discriminator  used  in  the 
FM  demodulator. 

As  is  normal  practice  in  analyses  of  this  nature,  a 
simplified  solution  will  be  examined  first,  then  the  solution 
will  be  expanded  to  more  complex  cases.  Therefore,  let  the 
generalized  Adler's  phase-locking  equation  Eq.  2.2-20  be 
approximated  for  the  high  gain  case  (i.e.  R^l ,  I^-I  and  ©  ). 
Additionally,  let  the  peak  deviation  frequency  (PFD)  be  less 
than  seventy  percent  of  the  maximum  locking  bandwidth;  i.e. 

4.7/^.  This  will  permit  the  nonlinearity  from  Adler's 
equation,  Eq.  2.2-22,  to  be  approximated  by  i.e.  sine^eto 
better  than  ten  percent.  Thus  the  steady-state  analytic  solution 
for  0(t)  is 


A  +  A.U) 
m  o 


e(t) 


=  AiOc 


+■ 


A*An 


/ 


.sin 


Ac 


1nt  - 


tan~^ 


Aj 


(4.2-2) 


By  applying  similar  approximations  to  Eq.  4.2-1  e  t(t)  becomes 


(4.2-3) 


Substituting  Eq.  4.2-2  into  Eq.  4.2-3  yields 


* 

■ 


w 


47 


A  K 

e  (t)  =  m  0 


si  n 


( 

U)  t  -  tan 

V 


-1  to, 


(4.2-4) 


It  is  noteworthy  that  the  simple  analytic  solution  for  e  ^(t) 
does  not  depend  onAu>Q.  However,  as  will  be  shov/n  shortly, 
the  Atoo  term  does  play  an  important  role  in  the  even  components 


of  the  nonlinear  distortion. 


By  using  the  above  linearized  locking  equation  solution 
it  is  possible  to  represent  the  FM  ILO  amplifier  and  the  ideal 
modulator  and  demodulator  by  a  simple  transfer  function;  namely, 

G(|V  =  eout(t)/e1n(t) 

e-j  tan'1  k'",/40 

1 

(4.2-5) 

It  is  noted  that  the  frequency  dependence  of  the  magnitude  of 

the  transfer  function  is  similar  to  the  expression  derived  and 

8-13 

plotted  in  the  literature  .  Additionally,  Eq.  4.2-5  predicts 

that  the  phase  shift  of  the  ILO  amplifier  model  will  not  be  a 
linear  function  ofcom,  especially  whenOm  approaches/^.  It  is 
expected  that  there  will  be  more  phase  distortion  as  approaches 
(as  shown  in  Chapter  III). 

To  aid  in  the  interpretation  of  Eq.  4.2-5,  the 


. 


. 

’ 


. 


distortion-produci ng  terms  of  the  frequency-dependent  magnitude 
and  phase  will  be  isolated  and  displayed  in  simple  visual  form. 
The  purpose  of  this  technique  is  simply  to  model  the  ILO  in 
conventional  amplifier  parameters.  The  magnitude  of  a 
"distortionless  transfer  function"  should  ideally  be  frequency- 
independent.  Consequently,  the  normalized  frequency-dependent 
part  of  the  magnitude  of  Eq.  4.2-5  will  be  plotted  in  dB  as 


G<“m> 


-20  log10 


1  + 


(4.2 


Next,  the  phase  delay  characteristic  of  the  transfer  function 
must  be  compared  to  the  distortionless  linear  variation;  i.e. 
this  difference  will  be  expressed  in  degrees  as 


^0=  180/ it 4tan-1  w  m  -  Urn 


^0  ^Oy 


(4.2 


Eq.  4.2-7  indicates  that  A&will  produce  a  frequency-dependent 
phase  shift  (or  EDD)  in  the  demodulated  output  signal  of  the 
ILO  amplifier  when  compared  to  the  reference  input  signal. 

Fig.  4.2-2  is  included  to  display  the  two  equations  Eq.  4.2-6 
and  Eq.  4.2-7  as  a  function  of  modulating  frequency. 


It  is  interesting  to  note  that  the  maximum  modulating 
frequency  predicted  from  the  transient  response  solutions 
(from  Section  2.4)  suggests  that  the  3  dB  bandwidth  of  the 
linearized  model  is  identical  to  the  previous  result;  namely. 


'•  . 


.  ■ 


, 


49 


$33d03Q  NI  Q3SS3ddX3  NOUdOlSIQ  AV13Q  3SVHd 


aa  NI  Q3SS3ddX3  3aniI1dWV  3AUV13d 


FIG  4.2-2  LINEARIZED  TRANSFER  CHARACTERISTICS  FOR  THE  ILO  AMPLIFIER  MODEL  OF  FIG  4.2- 


50 


The  model  of  the  baseband  ILO  repeater  developed 
here  will  have  application  in  the  following  chapters  when  more 
accurate  equations  are  used  to  describe  the  ILO  characteristics. 
The  resulting  description  of  the  distortion  of  the  ILO  in 
conventional  amplifier  terminology  will  justify  this  approach. 


. 


CHAPTER  V 


FM  DISTORTION  IN  A  TUNED  ILO  AMPLIFIER 
5.1  Introduction 


In  this  chapter  the  generalized  Adler's  phase-locking 
equation  is  used  to  describe  the  frequency  dependence  of  the 
nonlinear  and  delay  distortion  of  the  FM  modulation  in  an  ILO 
amplifier  when  the  initial  frequency  difference  is  zero  (i.e. 
AxOq  =0).  This  will  be  called  the  tuned  case.  A  method  of 
approximate  solution  to  the  resulting  nonlinear  equations  will 
also  be  discussed  in  detail.  Finally,  the  results  of  this  study 
will  be  presented  in  tabular  and  graphical  form. 


5.2  Mathematical  Modelling 


The  analysis  of  the  FM  distortion  produced  by  the  ILO 
modelled  in  Chapter  IV  will  be  presented  in  the  following  work. 
Consequently,  let  baseband  input  and  output  signals,  ideal  FM 
modulators  and  FM  demodulators  and  the  ILO  amplifier  of  Fig. 
4.2-1  be  used  for  the  description  of  the  distortion  effects. 

The  distortion  will  be  found  by  comparing  the  output  and  input 
baseband  signals.  Let  the  input  baseband  modulating  signal  be 
modulated  by  a  sing! e-frequency  sinusoid,  i.e. 


O  _  dy^t)  =  A^sinw^t 
A  L- .  =  Pr~  -  m  m 

i  n  dt 


(5.2-1) 


51 


. 


' 


52 

where  {J  is  the  modulating  frequency  (simply  referred  to  as  the 
frequency),  Am  =  kAQ  and  k4l .  Using  Fig.  2.2-5  and  Fig.  4.2-1 
the  injected  modulated  microwave  signal  will  be 

is  =  1  s  s  i  n  ( t  +oc(t))  (5.2-2) 

while  the  output  microwave  signal  will  be  given  by 

iR  =  IRsin(wst  +ix(t)  -  8(t)  t))  (5.2-3) 

where  the  symbols  are  identical  to  those  defined  in  Chapter  II. 


Then  the  output  signal  frequency  delivered  to  the  load 
of  Fig.  2.2-5  (at  microwave  frequencies)  will  be  given  by 


tUp=6o  +dt>(-d0  +  d^ 

K  s  dt  dt  dt 


(5.2-4) 


and  the  demodulated  output  frequency  will  be  given  by 


=  UJ0  -  ws  +  Ao  sin^t) 

1+Rcos0 (t) 

=  -Au>0  +  Aosin0(t) 

l+Rcosd(t)  (5.2-5) 


Eq.  5.2-5  was  solved  by  the  use  of  Eq.  4.2-1,  Eq.  2.2-16  and 
Eq.  2.2-21.  Finally,  the  solution  for  0( t )  is  given  by  Adler's 
generalized  (nonlinear)  equation  as 


dS(t)  = 

l+R2+2Rcos6(t) 

0 

A„,  +  04t)  -  V1n^' 

dt 

l+RcosS(t) 

dt  1  +RcosB(  t ) 

(5.2-6) 

To  evaluate  Eq.  5.2-5,  the  solution  to  Eq.  5.2-6  must  be  solved 


. 


- 


. 


vi* 


53 


numerically  and  substituted  into  Eq.  5.2-5  to  obtain  the  output 
baseband  demodulated  signal.  It  must  be  recalled  that  ideal  FM 
modulators  and  demodulators  have  been  assumed  in  this  analysis 
(and  for  simplicity  their  gains  have  been  set  at  unity). 


For  most  cases  of  practical  interest  anc*  as 

such  the  solution  to  Eq.  5.2-6  may  be  obtained  by  the  technique 
of  successive  approximations  that  is  outlined  in  Appendix  B. 

The  tuned  case  will  be  discussed  in  detail  in  this  chapter  while 
the  detuned  case  (i.e.Aa)Q^0)  will  be  dealt  with  in  the  following 
chapter.  When  the  tuned  case  assumptions  (i.e.Atd  =  0)  are 
applied  to  the  previous  equations  Eq.  5.2-6  reduces  to 


dO(t)  = 

l+R2+2Rcos6(t) 

'tW(t)  -AoSin®(t) 

dt 

l+Rcos&(t) 

dt  l+Rcos6(t) 

(5.2-7) 


while  Eq.  5.2-5  reduces  to 

Co0ut(t)  =Aosine(t) 

l+Rcose(t)  (5.2-8) 

The  demodulated  input  and  output  signals  will  be  given  by 
(using  the  symbols  defined  with  Fig.  4.2-1): 


ein(t)  = 


V1nWnit 


(5.2-9) 


and 


eout(t) 


=  K  sins(t) 
°( l+Rcosfi(t) 


(5.2-10) 


< 


'  c  **  » 


1  u 


(here  Kq  is  set  equal  to  unity).  To  solve  for  e(t)  in  Eq.  5.2-6 
a  truncated  series  approximation  technique,  described  in  Appendix 
B  was  used.  As  a  result,  it  is  possible  to  reduce  Eq.  5.2-6  to 

7 


d  Q(t)  =  y  Pn  ©r 

dt  n 


Pi^O 


(5.2-11) 

where  the  coefficients  PQ  through  P7  are  defined  as  in  Eq.  B-ll . 

The  validity  of  this  technique  depends  on  the  fact  that  for£<l 
radian  and  for  a  given  "weak"  nonlinearity  the  first  few  terms 
of  the  series  approximation  to  Eq.  5.2-6  are  quite  accurate. 
Additionally,  when  a  recursive  technique  is  applied  to  Eq.  5.2-11, 
an  approximate  solution  for  @(t)  is  obtained  (refer  to  Chapter 
IV  and  to  Appendix  B).  When  the  solution  is  limited  to  the  first 
ten  harmonic  terms  it  may  be  expressed  as 


io 

©(t)  =  Ao  +  ^  [AksinK60mt  +  Bj<cosl<^mt 

k-l  L 


(5.2-12) 


where  A  ,  A^  and  B^  are  frequency-dependent  coefficients  whose 
accurate  calculation  is  performed  as  described  in  Appendix  B. 


Using  a  similar  approach,  the  demodulated  output  signal 
will  be  approximated  by 


eout(t) 


KoA 


r\~i 


Rn  9 


Zn-i 


(5.2-13) 


which  results  from  substituting  B-13  and  Eq.  5.2-12  into  Eq. 
5.2-7  and  the  coefficients  R-j  through  R4  are  defined  as  in  Eq. 
B-13.  The  demodulated  output  will  then  be  approximated  by 


' 


' 

» 


55 


io  , - 

eout(t)  =  c0  +  1  JhW  sin(KV  -  tan_1 

k=i  L  Sk  ' 

(5.2-14) 

where  CQ,  and  are  calculated  by  the  techniques  outlined 
in  Appendix  B.  The  first  few  terms  of  the  approximate  output 
solution  contain  most  of  the  power  spectrum.  A  comparison  of 
the  output  signal  Eq.  5.2-14  and  the  input  signal  Eq.  5.2-1  for 
the  tuned  case  shows  that  CQ  =  0  and  that  the  power  spectrum 
is  contained  in  the  odd-numbered  components  (the  third  and  fifth 
harmonics  are  the  predominant  terms).  In  the  more  general 
detuned  case,  Chapter  VII  will  show  that  the  output  power  will 
also  appear  in  the  even  harmonic  components  and  in  general, 

CQ  f  0.  For  certain  circuit  configurations  and  modulation 
parameters,  the  second  and  fourth  harmonics  could  contain  as 
much  distorted  power  as  the  odd  harmonics. 

The  complexity  of  the  output  waveform  for  the  simple 
sinusoidal  modulation  precludes  studies  with  more  complex 
modulating  waveforms  using  the  techniques  outlined  in  Appendix 
B.  As  a  consequence,  several  display  techniques  will  be  used 
to  aid  in  describing  the  distortion  produced  by  the  ILO 
amplifier.  Firstly,  let  the  demodulated  output  fundamental 
amplitude  be  compared  to  the  input  modulating  amplitude  and  let 
this  ratio  be  expressed  in  dB,  as 


■ 


I 

. 


v> 


=  20 1 og 


(5.2-15) 


(<o  ) 
v  nr 


10 


(S,2  +C12)1/2 


Several  tables  and  graphs  will  display  this  relation  in  detail. 
Secondly,  the  phase  delay  distortion  of  the  fundamental  will  be 
expressed  as  the  actual  phase  minus  the  linear  (i.e.  distortionless) 
portion  of  the  phase,  i.e. 


A0  (degree)=  (  tan 


(5.2-16) 


Thirdly,  the  percentage  of  the  output  signal  that  is  contained 
in  the  harmonic  components  versus  the  magnitude  of  the  fundamental 
is  a  useful  measure  of  ILO  amplifier  performance.  This  will  be 
expressed  as  a  percentage  nonlinear  distortion  (i.e.  in  a  form 
analogous  to  Eq.  B-30) 


ND(%)=  1 OOx 


10 


k=2 


(Sk2  +Ck2) 


2  2 
S  +f 

bi  h 


1/2 


(5.2-17) 


5.3  Results  of  the  Tuned  Calculations 


The  formulas  of  Section  5.2  were  programmed  and  solved 
numerically  .  The  results  of  these  calculations;  namely, 

a)  the  nonlinear  distortion 

b)  the  phase  delay  distortion,  and 

c)  the  relative  fundamental  amplitude  variation 


■ 


■ 


versus  the  normalized  modulating  frequency  are  given  in  Figs. 
5.3-1  and  5.3-2  and  Tables  5.3-1  through  5.3-3  for  a  number 
of  variable  parameters.  Four  cases  have  been  chosen  as 
represent!' ve,  and  the  amplifier  parameters  used  are  summarized 
below  (note  that  these  are  all  tuned  cases,  AWQ=0  ) 


Case  #1 


Gain  =  34dB 


Ao/Zir  =  2.0  MHz 


Case  #2 


Gain  =  34dB 


A./^  2.0  MHz 


Case  #3 


Gain  =  15dB 


Ae/2TT=  17.86  MHz 


Case  #4  Gain  =  15dB 

4/2h=  17.86 


O 


is  the  normalized  peak  frequency  deviation) 


5.4  Conclusion 


Examination  of  the  figures  and  tables  of  the  previous 
section  reveals  the  following  ILO  behavior  in  the  tuned  state: 


» 


* 

AMPLITUDE 


58 


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FIG.  5.3-2  FREQUENCY  DEPENDENT  DISTORTION  CHARACTERISTICS  FOR  A  TUNED  SINGLE-STAGE  ILO  AMPLIFIER 


. 


•  ■ 

. 


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CO 

LO 

LO 

O') 

X- 

LU  LU 

11  0 

00 

cxi 

CXI 

O') 

1 — 

DD  CO 

ID 

• 

• 

CO 

) — i  CO 

•— 1  II 

LO 

1 — 

r— 

r— 

_1  LU 

DD  CC 

o  a. 

2:  X 

GA 

LU 

U_ 

O  x 

0 

X  1— ) 

0  h- 

CD 

CO  CC 

DD 

*-H  O 

1 - 1 

CC  1— 

l— 

■=£  CO 

Cl  1— 1 

_ 1 

21  Q 

DO  O 

O 

CD  <J 

CXJ 

cxj 

CD'—' 

O  X. 

21  E 

1 

CO 

1 

CXI 

1 

1 

1 

r— 

3 

0 

0 

0 

0 

CD 

I 

0  — 

r— 

r— 

r— 

« 

1 

CO 

LU  >- 

• 

IX  O 

X 

X 

X 

X 

X 

LO 

>— <  DD 
_l  LU 

0 

0 

0 

CO 

0 

LU 

*cT  — ) 

0 

0 

0 

LO 

LO 

_J 

D  l  CD 

• 

• 

CXJ 

CO 

CC  LU 

LO 

1 — 

1 — 

• 

<=c 

O  CC 

1— 

DD  U. 

CO 

CO 

cxi 

CXJ 

CXJ 

Cxi 

CVJ 

CVJ 

0 

0 

0 

0 

O 

O 

0 

0 

1 — 

1 

1 — 

1 

1 

1 

1 

X 

X 

X 

X 

X 

X 

X 

X 

LO 

LO 

CD 

LO 

IX 

LO 

CO 

CO 

CD 

IX 

1 — 

tx 

co 

rx 

LO 

CD 

|x 

1 - 

r— 

CvJ 

CXJ 

CVJ 

r— 

CXJ 

CvJ 

< — 

1 

O 

O 

0 

O 

0 

O 

0 

1 - 

1 — 

• — 

1 

1 

1 - 

1 

X 

X 

X 

X 

>< 

X 

X 

0 

00 

0 

CC 

r— 

co 

0 

0 

CVJ 

0 

LO 

LO 

CD 

CO 

LO 

r— 

CVJ 

CO 

LO 

00*1 


V 

, 

. 

TABLE  5.3-2  COMPARISON  OF  PHASE  DELAY  DISTORTION  (EXPRESSED  IN  DEGREES)  FOR  VARIOUS  PARAMETERS 
OF  A  TUNED  ILO  AMPLIFIER. 


61 


LO 

1 

1 

•=d- 

i 

*3" 

1 

CO 

1 

Cvl 

1 

1 

r~* 

1 

1 — ■ 

CD  O 

o 

o 

o 

o 

o 

o 

o 

o 

o 

1 

1 

1 

1 

1 

r— 

r— 

1 — 

•o  <J 

LO  LO 
r—  c-. 

X 

X 

X 

X 

X 

X 

X 

X 

X 

• 

CO 

co 

CO 

CO 

CVJ 

CT) 

*=3- 

, — 

co 

, — 

II  o 

CO 

CO 

CO 

r— 

CO 

CVJ 

00 

LO 

CO 

z: 

1 

• 

i— i  n 
<  E 

CD  <C 

1  CO 

r 

LO 

CV] 

CO 

CO 

1 — 

r— 

LO 

1 

LO 

LO 

CO 

CO 

CVJ 

CVJ 

r— 

1 

1 

i 

1 

1 

1 

| 

| 

r— 

o 

o 

o 

o 

o 

o 

o 

o 

o 

CO 

1 — 

1 - 

r — 

1— 

I— 

1 — 

1 — 

1 — 

i — ■ 

-a 

O 

LO 

<3 

X 

X 

X 

X 

X 

X 

X 

X 

X 

r — ■ 

1 - 

• 

o 

LO 

CVJ 

r— 

1 — 

CVJ 

II 

O 

o 

o 

CVJ 

00 

CTl 

LO 

C h 

1 — 

CD 

CVJ 

z  i 


b— 1 

«=c 

CD 

A  = 
m 

1  CVJ 

co 

1 - 

<3- 

1 

CVJ 

1 

co 

1 

LO 

1 

*3- 

1 

1 

CO 

1 

CO 

1 

cvl 

1 

1 

1 

, _ 

o 

o 

o 

o 

o 

o 

o 

o 

o 

CO  o 

X3  <J 

1 

1 

1 

1 

1 

‘ 

1 

1 

1 

LO 

co  r-~ 

X 

X 

X 

X 

X 

X 

X 

X 

X 

• 

LO 

LO 

cr> 

r-~ 

1 — 

CD 

1 — 

CTl 

CO 

LO 

II  o 
rr 

CO 

1 

CVJ 

o 

CO 

r— 

r^. 

r^. 

CO 

»-t  ii 
<C  E 

CD  C 

1  CO 

LO 

Cvl 

CT) 

CO 

1 — 

LO 

1 

LO 

r— 

LO 

LO 

i 

1 

CO 

1 

CO 

1 

CVJ 

CVJ 

1 

1 

, _ 

o 

o 

o 

o 

o 

o 

o 

o 

o 

CO 

1 — 

1 — 

r — 

r— 

1 — 

1 — 

1 — 

1 — 

1 — 

"O 

o 

o 

X 

X 

X 

X 

X 

X 

X 

X 

X 

CO 

• 

o 

o 

CVJ 

1 — 

CVJ 

r — ■ 

LO 

*=3- 

1 — 

CVJ 

*3- 

II 

o 

cn 

CO 

o 

CVJ 

CO 

CTl 

LO 

CP1 

1 — 

O') 

CVI 

z  ........... 

h-H  ii  i  i —  r-'.ooi —  i —  r^-c\ji —  co 

<C  E 
CD  C 


CD 

i — i 

I— 

<  — 
— J  o 

=3  <3 


Q  \ 

O  E 

co 

cvj 

CVJ 

CVJ 

CVJ 

CVJ 

1 — 

1 — 

1 

3 

1 

o 

o 

c 

o 

o 

o 

o 

o 

o 

o 

o 

Q 

LxJ  >- 

r_ 

• 

1 

1 

1 

1 — 

1 

1 — 

1 

Cvl  O 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

»— i 

_ 1  UJ 

o 

o 

00 

o 

CO 

CO 

1 — 

CO 

CO 

c£  ZO 

o 

o 

LO 

LO 

o 

CVJ 

o 

LO 

LO 

CT) 

s:  cy 

CC  LU 

( _ 

, _ 

, — 

cvl 

«S}- 

CO 

r- 

1 — 

CVJ 

CO 

co 

o  cc 
z:  u- 

■ 


■ 


, 


TABLE  5.3-3  RELATIVE  AMPLITUDE  VARIATION  (EXPRESSED  IN  DB)  FOR  VARIOUS  TUNED  ILO  AMPLIFIER  PARAMETERS. 


62 


LD 

CO 

CO 

CO 

CM 

CM 

>— 

<— 

r— 

O 

CD 

o 

o 

o 

o 

o 

o 

o 

o 

r~~~ 

r~— 

1 — 

r— 

r— 

1 — 

f— — 

f— 

1 — 

1 — - 

CQ  O 

•a  < 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

LO  LD 
r— 

r^. 

On 

CO 

CO 

on 

LO 

o 

CO 

LD 

• 

o 

OJ 

cu 

r— 

o 

o 

CM 

o 

CM 

LO 

1 — 

II  o 

i 

GAIN 

A  = 
m 

1  LD 

i  i 

LO 

i 

1 — 

1 

CO 

1 

CO 

1 

CM 

1 

LO 

1 

1 

CO 

1 

r^. 

1 

1 — 

1 

CO 

1 

LD 

CO 

CO 

CO 

CM 

CM 

1— 

r— 

1 — 

o 

o 

o 

o 

o 

o 

o 

o 

o 

o 

r — 

1 - 

r— — 

f— 

1 — 

1 — 

1— 

r— 

1 - 

1 - 

CQ 

~o  o 

LO  <1 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

i —  r— 

CO 

CO 

CO 

LD 

1 — 

• 

1 — 

CM 

1 — 

r-. 

an 

r-^ 

CO 

o 

o 

GAIN= 

A  =  0 
m 

1 

1  CO 

1  1 

«=4- 

1 

CM 

1 

LD 

1 

1 

*7 

CM 

1 

LD 

1 

1 

co 

1 

LD 

CO 

CO 

CO 

CM 

CM 

r — 

• 

CD 

o 

o 

o 

o 

o 

o 

o 

o 

o 

r— 

1 - 

1 — 

r— 

1 - 

1 - 

r— 

1 — 

1 - 

1 - 

03  O 

-O  <1 

X 

X 

X 

X 

X 

X 

X 

X 

X 

X 

^  LO 

CO 

CM 

1 — 

OD 

LO 

cn 

CM 

cn 

o 

C'- 

• 

CM 

r— 

CO 

co 

CO 

o 

CM 

CM 

e — 

CM 

LO 

1 — 

II  o 

1 

• 

• 

21 

1  LD 

LO 

1 — 

CO 

00 

CM 

LO 

r — 

CO 

1 — 

co 

t— 1  II 

1  1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

C  E 
o  C 


LO 

CO 

CO 

CO 

o 

o 

o 

o 

o 

r— 

f— 

( — 

1 - 

r— 

OQ 

•U  o 

X 

X 

X 

X 

X 

^  <i 

CO  r— 

on 

an 

• 

1 — 

CO 

o 

CO 

II  o 

1 

• 

21 

1  CO 

■Lj- 

1 — 

CM 

LD 

t— I  II  I  I  I  I  I  I 

<C  E 
CD 


CM 

CM 

o 

o 

o 

o 

o 

1 — 

1 

1 

r— 

1 

X 

X 

X 

X 

X 

CO 

CO 

00 

LD 

LO 

, — 

r~- 

CO 

o 

LO 

o 

r— 

r— 

CM 

LD 

r- 

CO 

I  l  I  l  I  l  l 


CD 


I — 

C  ^ 

_J  O 
=3  <3 

O  \ 

Q 

LU  > 
1^4  C_> 
i— i 

_J  LU 
<C  ZD 

s;  o' 

Dd  LU 
o  Cd 

21  u_ 


CO 

CM 

CM 

CM 

CM 

1 

o 

o 

o 

CD 

o 

o 

1 — 

1 — 

1 — 

' 

1 

1 

X 

X 

X 

X 

X 

X 

CO 

o 

o 

o 

CD 

LO 

LO 

CD 

LO 

r— 

, — 

r- 

CM 

CM 

r— 

<— 

r— 

t — 

1 

o 

o 

o 

o 

o 

o 

I — 

r—“ 

1 — 

1 — 

' 

1 

X 

X 

X 

X 

X 

X 

00 

CO 

r— 

CO 

CM 

o 

LO 

LO 

on 

CO 

LD 

1 — • 

r— 

CM 

CO 

LO 

• 

' 

■ 

. 

1)  the  nonlinear  distortion  increases  with  increasing 
normalized  modulating  frequency  and  increasing  PFD 
but  only  slightly  with  increasing  gain, 

2)  phase  delay  distortion  increases  with  increasing 
normalized  modulating  frequency  but  changes  only 
slightly  with  increasing  PFD  and  increasing  gain, 

3)  the  relative  amplitude  variation  shows  a  decrease 
with  increasing  normalized  frequency  but  is  affected 
only  slightly  by  increase  in  gain  or  PFD. 


CHAPTER  VI 


FM  DISTORTION  IN  A  DETUNED  ILO  AMPLIFIER 
6. 1  Introduction 

In  this  chapter  the  solution  to  the  generalized 
Adler's  equation  for  the  injection-locking  phenomenon  is  discussed 
for  the  detuned  case  (i.e.AL30  f  0).  The  results  of  calculations 
for  both  the  tuned  and  detuned  cases  are  compared  in  tabular 
form  and  by  the  use  of  appropriate  graphs.  These  results  will 
form  the  basis  for  the  theoretical  characterization  of  a  single- 
stage  ILO  amplifier  with  respect  to  its  distortion  effects  on 
the  modulating  signals  involved. 

The  tuned  condition  for  the  signals  involved  in  ILO 1 s 
is  not  likely  to  be  realized  exactly  in  practice  (it  has  been 
suggested  that,  if  negative  feedback  is  used,  it  may  be  possible 
to  correct  the  amplifier  free-running  frequency  ).  For  example, 
the  free-running  frequency  of  the  microwave  oscillators  used  in 
this  study  is  dependent  on  the  ambient  temperature  and  its 
variation,  the  temperature  characteristics  of  the  cavity,  and 
numerous  other  factors  that  are  discussed  in  more  detail  in  the 
experimental  chapter.  In  practice,  these  factors  may  cause  the 
free-running  oscillator  frequency  to  drift  over  a  significant 
portion  of  the  locking  bandwidth  during  an  experimental  run 


64 


. 

* 

l  I 


65 


(i.e.  a  short  period  of  time).  These  variations  may  be  expressed 
as  part  of  the  noise  associated  with  these  oscillators  and  the 
drift  will  then  be  the  predominant  factor  over  a  period  of  time. 

It  is  vital  that  the  dependence  of  the  microwave  oscillator 
frequency  on  the  numerous  factors  mentioned  above  be  minimized 
for  the  ILO  to  be  practical  for  system  applications.  Consequently, 
a  study  of  the  distortion  characteristics  of  the  ILO's  in  the 
detuned  case  has  a  very  practical  application. 


6.2  Mathematical  Modelling 


The  previous  chapter  discussed  the  nonlinear  and  phase 

delay  distortion  and  the  amplitude  variations  of  the  modulated 

signals  in  a  tuned  ILO  amplifier.  The  same  technique  that  is 

described  in  Appendix  B  will  be  used  to  solve  the  appropriate 

nonlinear  differential  equations  for  the  detuned  case  (i.e. 

Au)  f  0). 
o  ' 


As  before,  the  input  modulating  signal  to  the  ILO 
amplifier  model  of  Fig.  4.2-1  will  be  a  single-frequency 
sinusoid 


e .  (t)  =  4^  =  A  simdt 
inv  '  dt  m  m 


(6.2-1) 


where  the  symbols  of  Chapter  V  apply.  The  output  baseband 

signal  will  then  be  (from'Eq.  4.3-1) 

, .  x  ,  ,  a  si n& 

eout(t)  =  -^o  — _ 

out  0  1+Rcose 


(6.2-2) 


where  the  demodulator  gain  has  been  set  equal  to  unity  and 


V!*. 


66 


A  * 

When  the  output  baseband  signal's  coefficient  terms  are 
approximated  by  the  first  four  terms  of  their  appropriate  power 
series  expansion  (following  Appendix  B),  Eq.  6.2-2  will  become 
Eq.  B-13,  i.e. 


where  the  1 R '  terms  are  defined  as  follows 

R1  =  1/(1  +R ) 

R2  =  (2R-1 )/6 

R3  =  (1-13R+16R2)/120 

R4  =  (-l+60R-279R2+272R3)/5040 


The  solution  to  ©  (t)  will  be  given  by  the  approximation  to  the 
generalized  Adler's  locking  equation  Eq.  B-ll,  i.e. 

7 


de  5 

dt 

r\  =  o 


n 


G 


n 


(6.2-4) 


where  the  coefficients  PQ  through  P -j  are  defined  as  in  Appendix 
B.  The  demodulated  output  will  be  found  numerically  by  the 
recursive  solution  of  Eq.  6.2-4  and  Eq.  6.2-3  as  described  by 
the  method  of  Appendix  B. 


When  the  output  solution  to  Eq.  6.2-4  is  limited  to 


the  first  ten  harmonic  terms  it  may  be  expressed  as 


:-W«  tr-.O  *“;* 


. 


. 


67 


(6.2-5) 


where  Aq,  A^,  and  are  frequency  dependent  coefficients 
whose  accurate  calculation  is  performed  as  described  in 
Appendix  B.  The  demodulated  output  baseband  signal  will  be 
approximated  and  rewritten  as 


(6.2-6) 


where  CQ,  SR  and  Ck  are  calculated  by  the  techniques  outlined 
in  Appendix  B.  The  evaluation  of  Eq.  6.2-6  resulted  from  the 
recursive  substitution  of  the  linearized  solution  to  Eq.  6.2-4, 
using  the  procedure  described  in  Appendix  B  and  with  the  aid 
of  a  computer  program. 


The  results  of  these  calculations  will  be  tabulated 


in  the  form  of  normal  amplifier  distortion  parameters.  Firstly, 
let  the  demodulated  output  fundamental  amplitude  be  compared  to  the 
the  unmodulated  input  amplitude  and  that  this  ratio  be  expressed  in 
in  dB  as  r 


G(u>m)  =  201  og 


A 


(6.2-7) 


m 


Secondly,  let  the  phase  delay  distortion  of  the  fundamental  be 
expressed  as  the  actual  phase  minus  the  linear  (i.e.  distortionless) 
portion  of  the  phase,  i.e. 


■ 


. 


. 


68 


A0=  tan"^  <4-  -  ~  (radians 

Thirdly,  let  the  percentage  of  the  output  signal  that  is 
contained  in  the  harmonic  components  versus  the  magnitude  of 
the  fundamental  be  the  measure  of  the  percentage  nonlinear 
distortion,  i.e. 


r  io 


ND(%)  =  100  x 


ijs  k2  +  ck2> 


2  2 
S  +  f 
U1 


(6.2-8) 


(6.2-9) 


For  the  tuned  case  (ua  =U3  ),  only  the  odd  harmonic  amplitudes 

o  u 

are  nonzero  in  value  while  for  the  detuned  case  (agj  f  0)  all 
the  harmonic  amplitudes  are  expected  to  have  nonzero  contributions. 
In  practice  the  second  harmonic  will  often  become  comparable  to 
the  third  and  fifth  harmonic  amplitudes. 


6.3  Results  of  the  Detuned  Calculations 

As  examples  of  the  results  of  the  calculations  that 
are  expected  the  Tables  6.3-1  through  6.3-3  and  Figs.  6.3-1  and 
6.3-2  are  included  as  being  representative  of  the  ILO  parameters. 
Several  cases  were  selected  to  display  a)  the  nonlinear  distortion, 
b)  the  phase  delay  distortion,  and  c)  the  relative  fundamental 
amplitude  variation  versus  the  normalized  modulating  frequency. 

The  ILO  parameters  included  a  normalized  peak  frequency  deviation 
of  0.75,  normalized  detuning  factors  of  0.0,  0.1,  and  0.24, 


. 


69 


TABLE  6.3-1  NONLINEAR  DISTORTION  (EXPRESSED  IN  PERCENTAGES)  IN 
AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO  15DB, 

A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ,  A  PEAK 
FREQUENCY  DEVIATION  OF  0.75Aq,  AND  FOR  THE  FOLLOWING 
NORMALIZED  DETUNING  FACTORS:  O.O,  0.1,  AND  0.24. 


NORMALIZED 

MODULATING 

Ago  =i 

O.i 

0 

Ago  = 

0 

.1A 

Aw  = 

FREQUENCY 

0 

o 

0 

0 

5.0  x  10'4 

7.33 

X 

IQ'3 

1.73 

X 

10“2 

5.13 

1.0  x  10"3 

1.10 

X 

10'2 

2.03 

X 

10“2 

5.70 

1.0  x  10"2 

9.51 

X 

10"2 

1  .24 

X 

10"1 

2.90 

1.58  x  10'2 

1.50 

X 

10'1 

1.95 

X 

10"1 

4.55 

2.5  x  10‘2 

2 . 375x 

10"1 

3.07 

X 

10"1 

7.13 

4.0  x  10'2 

3.73 

X 

10"1 

4.82 

X 

10"1 

1.11 

6.3  x  10'2 

5.8 

X 

10'1 

7.47 

X 

10"1 

1.66 

1.0  x  10"1 

8.76 

X 

10"1 

1.13 

2.40 

1.58  x  10'1 

1.25 

1  .60 

3.24 

2.51  x  10'1 

1.6 

2.06 

4.01 

3.98  x  10'1 

1.74 

2.17 

4.38 

6.3  x  10'1 

1.54 

2.13 

4.12 

1.0 

1.08 

1.65 

3.24 

0.24a 

o 

x  ICf2 
x  10'2 
x  10'1 
x  10'1 
x  10'1 


. 


■ 

, 


. 


70 


TABLE  6.3-2  PHASE  DELAY  DISTORTION  (EXPRESSED  IN  DEGREES) 

IN  AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO 
15  DB,  A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ 
A  PEAK  FREQUENCY  DEVIATION  OF  0.75Aq,  AND  FOR 
THE  FOLLOWING  NORMALIZED  DETUNING  FACTORS: 

0.0,  0.1,  AND  0.24. 


NORMALIZED 


MODULATING 

FREQUENCY 

A  to  = 
0 

0. 

0 

Acd  = 
0 

O.lA 

0 

A  co  = 
0 

0. 

24A 

o 

5.0  x 

10"4 

1.0  x 

kt3 

1.0  x 

_2 

10  L 

3.33 

X 

10-5 

3.7 

X 

10'5 

6.3 

X 

10'5 

1 . 58  x 

10"2 

1 .33 

X 

10"4 

1.46 

X 

10"4 

2.55 

X 

10-4 

2.5  x 

10'2 

5.33 

X 

10'4 

5.85 

X 

10'4 

1.0 

X 

10'3 

4.0  x 

10"2 

2.13 

X 

10'3 

2.3 

X 

10"3 

4.21 

X 

10*  3 

6.3  x 

10'2 

8.44 

X 

uf 3 

9.2 

X 

10"3 

2.24 

X 

10"2 

1.0  x 

10"1 

3.32 

X 

10' 2 

3.6 

X 

10"2 

8.19 

X 

10'2 

1 . 58  x 

10'1 

1.29 

X 

10"1 

1.43 

X 

10'1 

2.7 

X 

10"1 

2.51  x 

10"1 

4.84 

X 

10'1 

5.2 

X 

10"1 

8.64 

X 

10"1 

3.98  x 

10'1 

1.71 

1  .95 

2.62 

6.3  x 

10'1 

5.58 

5.81 

7.51 

1.0 

1.61 

X 

101 

1.65 

X 

101 

1.98 

X 

101 

. 

. 


' 


71 


TABLE  6.3-3  RELATIVE  AMPLITUDE  VARIATION  (EXPRESSED  IN  DB)  IN 
AN  ILO  AMPLIFIER  MODEL  WITH  A  GAIN  EQUAL  TO  15DB, 
A  MAXIMUM  LOCKING  BANDWIDTH  OF  17.86  MHZ,  A  PEAK 
FREQUENCY  DEVIATION  OF  0.75ao  ,  AND  FOR  THE 
FOLLOWING  NORMALIZED  DETUNING  FACTORS:  O.O,  0.1, 
AND  0.24. 


NORMALIZED 

MODULATING 

FREQUENCY 


Aco  =  0.0 
o 


=  O.lA 

O  0 


A&)  =  0.24A 
o  o 


5.0 

X 

o 

1 

1.0 

X 

10~3 

-6.7 

X 

icf6 

-7.9 

X 

10"6 

-1.09 

X 

icf5 

1.0 

X 

10~2 

-5.07 

X 

icf4 

-5.3 

X 

10"4 

-5.6 

X 

10'4 

1.58 

X 

10"2 

-1.29 

X 

10'3 

-1.3 

X 

10'3 

-1.42 

X 

10' 3 

2.5 

X 

o 

1 

ro 

-3.23 

X 

icf3 

-3.3 

X 

10'3 

-3.6 

X 

10'3 

4.0 

X 

icf2 

i 

00 

CO 

X 

10"3 

t 

CO 

CO 

X 

10~3 

-9.1 

X 

10'3 

6.3 

X 

10"2 

-2.04 

X 

C\1 

1 

o 

r— 

-2.1 

X 

10'2 

-2.5 

X 

10'2 

1.0 

X 

icf1 

i 

c_n 

• 

o 

<x> 

X 

10“2 

-5.2 

X 

10'2 

-6.25 

X 

10"2 

1.58 

X 

10'1 

-1.26 

X 

10'1 

-1.3 

X 

10'1 

-1.5 

X 

10"1 

2.51 

X 

10"1 

o 

CO 

i 

X 

10"1 

-3.1 

X 

10"1 

-3.52 

X 

10_1 

3.98 

X 

10"1 

-7.2 

X 

10"1 

-7.5 

X 

10"1 

-8.0 

X 

10'1 

6.3 

X 

10-1 

-1.58 

-1.6 

-1.70 

1.0 

-3.16 

-3.18 

-3.31 

• 

72 


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74 


respectively ,  for  each  power  gain  of  34  dB  and  15  dB. 

6.4  Conclusi on 

Fig.  6.3-1  and  6.3-2  show  that  both  the  relative 
fundamental  amplitude  (i.e.  frequency  response)  and  the  phase 
delay  distortion  as  a  function  of  normalized  modulating 
frequency  are  not  appreciably  affected  by  frequency  detuning, 
PFD  changes,  or  power  gain  changes  (provided  these  changes  are 
comparatively  small).  However,  the  nonlinear  distortion  does 
increase  with  increases  in  the  normalized  modulating  frequency, 
with  increases  in  the  normalized  PFD  and  with  increases  in  the 
normalized  detuning.  The  nonlinear  distortion  is  not  strongly 
dependent  on  the  power  gain,  so  a  few  distortion  curves  suffice 
to  give  a  good  estimate  of  the  anticipated  distortion. 


. 


. 


CHAPTER  VII 


APPLICATION  OF  THE  DISTORTION  ANALYSIS  IN  THE 
DESIGN  OF  A  SINGLE-STAGE  FM  ILO  AMPLIFIER 

7.1  Introduction 


The  calculated  results  derived  in  the  previous 
chapters  will  now  be  used  as  the  basis  for  a  new  display  of  the 
distortion  parameters.  These  "design  contours"  are  useful 
when  utilized  in  the  design  of  a  single-stage  ILO  amplifier. 

7.2  Design  Contours 

It  is  advantageous  to  use  the  distortion  characteristics 
of  the  nonlinear  ILO  amplifier  model  (i.e.  Fig.  4.2-1)  to 
predict  the  allowable  limits  for  the  parameters  of  an  FM  injected 
signal.  That  is,  the  ILO  amplifier  distortion  added  to  a 
modulated  signal  will  be  below  some  specified  system  objective 
if  the  modulating  signal  amplitude  and/or  frequency  remains 
below  certain  limits.  It  is  apparent  that  for  each  set  of  ILO 
parameters,  a  new  family  of  distortion  curves  (similar  to  those 
shown  in  Figs.  5.3-1,  5.3-2,  6.3-1,  6.3-2)  will  be  required  to 
accurately  portray  these  features.  For  weakly  dependent 
distortion  characteristics  (e.g.  relative  amplitude  variation, 
etc.)  only  one  of  the  family  of  curves  will  be  required  for  a 
good  practical  estimate  of  the  expected  performance.  However, 


75 


. 


■ 


r  ■ 

. 


76 


for  those  parameters  upon  which  the  distortion  characteristics 
are  strongly  dependent,  a  more  convenient  form  of  display  is 
required  (rather  than  using  a  multiplicity  of  graphs).  It  is 
expedient  to  graphically  display  constant  nonlinear  distortion 
contours  and  the  constant  phase  delay  distortion  contours  versus 
the  highly  dependent  variables.  As  a  practical  example  the 
constant  nonlinear  distortion  of  the  ILO  amplifier  is  displayed 
in  Fig.  7.2-1  for  a  constant  gain  of  15  dB  (when  the  data  points 
are  compared  with  other  power  gains,  there  is  little  change). 

These  contours  are  plotted  as  functions  of  the  normalized  PFD 
and  normalized  modulating  frequency,  with  the  amount  of 
detuning  as  a  parameter.  A  similar  procedure  was  followed  for 
the  phase  delay  distortion  contours  for  the  15  dB  gain  case(pig.  7.2-2) 
Finally,  an  examination  of  Table  5.3-1  indicates  that  only  small 
changes  occur  in  these  contours  as  a  function  of  gain.  It  may 
be  predicted  that  these  curves  for  the  15  dB  case  have  wide 
practical  applicability  in  describing  the  ILO  behavior. 

7.3  An  Example  of  Design  Contour  Applications 

To  demonstrate  how  the  design  contours  of  Fig.  7.2-1 
and  Fig.  7.2-2  may  be  used  to  define  the  limitations  of  the  ILO 
behavior  a  design  example  follows  to  illustrate  the  use  of  these 
curves.  Let  it  be  assumed  that  the  ILO  amplifier  may  be  char¬ 
acterized  by  a  loaded  Q  of  50,  a  free  running  oscillator  frequency 


* 


NORMALIZED  MODULATING  FREQUENCY («m/& 


77 


FIG.  7.2-1  CONSTANT  NONLINEAR  DISTORTION  CONTOURS  VERSUS  THE  NORMALIZED 
PEAK  FREQUENCY  DEVIATION  AND  MODULATING  FREQUENCY  FOR  A  POWER 
GAIN  OF  15  DB  AND  FOR  NORMALIZED  DETUNING  FACTORS  EQUAL  TO 


0.0  AND  0.1. 


. 


■ 


GAIN  =  15  DB 


78 


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of  10  GHz  and  that  the  power  gain  of  the  ILO  is  adjusted  to 
15  dB.  Consequently,  A0/2iTwill  equal  17.8  MHz.  Further,  let 
it  be  assumed  that  the  "free-running"  frequency  drifts  slowly 
over  the  region  bounded  by  f  ±  1 .78  MHz,  i .e.  ^u3o/aq  £  0.1 . 

Now  if  the  maximum  normalized  modulating  frequency  is  0.336 
(i.e.  6  MHz),  there  will  be  some  maximum  PFD  that  will  be 
permitted  in  order  that  the  output  modulation  distortion  will 
not  exceed  the  specified  system  values.  For  illustrative 
purposes,  let  the  following  reasonable  limits  be  chosen;  namely, 

a)  1.0%  for  the  maximum  nonlinear  distortion 

b)  1.0°  for  the  maximum  phase  delay  distortion,  and 

c)  a  maximum  permissible  relative  signal  loss  of  3  dB. 

Then,  by  examining  the  design  contours  in  Figs.  7.2-1 
and  7.2-2  the  normalized  maximum  allowable  PFD  is  estimated  to 
be  0.52  and  0.64  respectively.  In  this  case,  the  nonlinear 
distortion  will  limit  the  PFD  more  than  the  other  parameters. 

It  is  expected  that,  with  proper  baseband  compensation  networks, 
the  frequency  response  could  be  made  quite  linear  over  the  band 
of  interest.  Consequently,  the  relative  signal  loss  limit  will 
not  be  the  limiting  factor  in  most  practical  cases. 


* 

■ 


■ 


[  > 

' 


Summary  of  the  Assumed  Design  Example  Conditions 


Ql  -  50 
f  =  10  GHz 
Ao/2-n  =  17.8  MHz 

AuJo/Ao  -  J 

f  =  6  MHz 
m 

|  G  |  =  15.0  dB 
loss  £  3.0  dB 

nonlinear  distortion  ^1.0 % 
phase  delay  distortion  1.0° 


Resultant  Limiting  Parameter 

PFD/a^  <  .52 


To  summarize  then,  the  PFD  should  not  exceed  9.25  MHz 
in  this  example  for  the  distortion  to  stay  within  the  limits. 

It  is  expected  that  Figs.  7.2-1  and  7.2-2  may  form  the  basis  of 
the  design  procedure  for  a  single-stage  IL0  amplifier. 

7.4  Conclusion  and  Summary 


The  previous  three  chapters  form  the  basis  for  the 


v  • 


■ 


theoretical  description  of  the  distortion  added  to  the  modulating 
signal  by  a  certain  type  of  single-stage  FM  ILO  amplifier  model. 

or  or 

The  results  reported  in  this  work  have  been  published  ’  .  In 

summary,  the  most  important  results  of  the  application  of  this 
theory  are  the  following  conclusions  about  the  ILO  model;  namely, 

a)  both  the  nonlinear  and  the  phase-delay  distortion 
will  increase  with  increasing  modulating  frequency 
and  increased  peak  frequency  deviation  of  the 
modulating  signal. 

b)  both  types  of  distortion  increase  significantly 
when  the  sum  of  the  PFD  andA^  approach AQ. 

c)  the  nonlinear  distortion  appears  to  have  a  maximum 

when  uj  ^  ^  .  The  relative  amplitude  variation  shows 
m  Z 

that  harmonics  beyond  A  in  frequency  will  be 
attenuated  severely. 

d)  power  gain  variations  appear  to  have  little  effect 
on  the  distortion  characteristics. 

e)  if  a  small  PFD  or  large  phase  delay  are  allowed,  then 
it  is  possible  to  modulate  the  ILO  at  frequencies 

in  excess  of  /SQ  and  still  have  some  acceptable  form 
of  transmission. 

f)  in  the  work  it  has  been  assumed  that  the  sum  of 
the  frequency  detuning  and  the  peak  frequency 
deviation  total  less  than  AQ • 


' 


. 


CHAPTER  VIII 


DISTORTION  MEASUREMENTS  OF  A  MICROWAVE  FM  ILO  AMPLIFIER 


8.1  Introduction 


In  the  previous  chapters,  the  FM  ILO  amplifier  has  been 
modelled  theoretical ly  by  describing  its  effect  on  the  modulating 
signals  (both  at  RF  and  as  well  at  baseband  frequencies).  In 
this  chapter,  the  experiments  that  were  used  to  verify  a  part 
of  these  theoretically  predicted  distortion  characteristics 
will  be  presented,  as  well  as  the  practical  limitations  of 
these  measurements. 

8.2  Theory,  Experimental  Set-Up,  and  Measurement  Techniques 

Many  basic  ILO  measurements  have  been  reported  in  the 
literature  3,8-14,27.  jn  this  chapter,  it  will  be  assumed  that 
the  reader  will  refer  to  the  literature  and  in  particular  to 

3 

B.C.  So's  doctoral  dissertation  for  a)  the  theoretical  basis 
of  many  of  the  basic  measurements,  b)  the  experimental  set-up 
for  several  basic  experiments  and  c)  the  results  of  these 
experiments.  A  short  listing  of  the  relevant  experiments 
will  be  included  (particularly  those  which  apply  to  the 
experimental  work  of  this  chapter);  namely, 

1)  measurements  of  the  locking  range 
a)  output  spectra 


82 


■'  . 


’ 


*•  ill  |  '»*»•* 


b)  locking  range  variation  with  power  ratio 

c)  oscillator  quality  factor  derived  from  the 
locking  bandwidth 

2)  measurement  of  the  phase  angle  difference  between 
the  locked  oscillator  output  and  the  locking  signal, 
and  the  phase  angle  variation  with  initial  frequency 
di fference 

3)  intermodulation  signals  in  injection  phase-locked 
osci 1 1 ators 

Since  most  of  the  measurements  were  required  for  the  calibration 
and  alignment  procedures  of  the  following  experimental  work,  the 
remainder  of  the  chapter  will  build  upon  this  base  and  detail 
the  additional  work  that  was  done. 

The  purpose  of  the  following  experimental  work  was  to 
verify  the  basic  distortion  theory  derived  in  the  previous 
chapters  and  reported  upon  in  the  literature  3,8-14,18.  The 
types  of  distortion  that  are  to  be  measured  include: 

a)  loss  of  the  demodulated  signal  amplitude  with 
increasing  frequency, 

b)  the  phase  delay  distortion  of  the  demodulated 
output  signal  versus  the  input  signal, 

and,  c)  the  nonlinear  distortion  of  the  demodulated  output 
signal . 

Several  investigators  have  reported  success  in  measuring  the 


.  ;m ij  jHok  \m 

$ 


. 

■ 


84 


relative  power  loss  (most  of  them  express  it  in  slightly  different 
mathematical  forms)  .  Thus  it  remains  for  the  phase 
delay  distortion  and  the  nonlinear  distortion  to  be  verified. 

After  extensive  work  using  the  available  instrumentation,  it 
was  only  found  practical  to  measure  the  nonlinear  distortion. 
Consequently,  this  chapter  will  now  detail  a  method  of  measuring 
the  output  signal's  nonlinear  distortion  in  an  attempt  to  verify 
the  theoretically  predicted  distortion  parameters.  The  nonlinear 
distortion  added  to  an  FM  modulating  signal  and  amplified  by  the 
ILO  will  be  measured  in  a  circuit  configuration  very  similar  to 
the  model  shown  in  Fig.  4.2-1.  Basically,  the  nonlinear 
distortion  added  by  the  FM  ILO  amplifier  to  the  modulating 
signal  is  obtained  by  comparing  the  harmonic  content  present  on 
the  demodulated  output  signal  with  that  of  the  demodulated  input 
signal.  By  using  demodulators  with  similar  characteristics  it 
is  possible  to  measure  the  main  effect  of  the  nonlinear 
distortion  —  namely ,  the  harmonic  content  of  the  demodulated 
signal . 


The  experimental  circuit  used  to  verify  these  nonlinear 
characteristics  is  shown  in  Fig.  8.2-1  and  Fig.  8.2-2.  A 
microwave  oscillator  operating  in  the  X-band  frequency  range 
was  used  as  the  ILO  (this  oscillator  is  similar  to  the  one  So 
used  in  his  study).  A  baseband  single-tone  sinusoid  is 
used  to  modulate  the  voltage  across  a  varactor  diode  in  the 


■»» 


. 


85 


1. 

LOW  FREQUENCY  MODULATING 

9. 

IMPATT  DIODE  OSCILLATOR 

OSCILLATOR 

10. 

20  DB  DIRECTIONAL  COUPLER 

2. 

VARACTOR-TUNED  GUNN  DIODE 

FM  OSCILLATOR 

11. 

RF  SPECTRUM  ANALYZER 

3. 

ISOLATOR 

12. 

DIGITAL  FREQUENCY  COUNTER 

4. 

PRECISION  ATTENUATOR 

13. 

WAVEGUIDE  SWITCH 

5. 

POWER  METER 

14. 

FREQUENCY  DISCRIMINATOR 

6. 

10  DB  DIRECTIONAL  COUPLER 

15. 

LOW  FREQUENCY  SPECTRUM 
ANALYZER 

7. 

30  DB  DIRECTIONAL  COUPLER 

16. 

OSCILLOSCOPE 

8. 

FOUR-PORT  CIRCULATOR 

FIG.  8.2-1  SCHEMATIC  FORM  OF  THE  EXPERIMENTAL  SET-UP  FOR  THE  MEASUREMENT 


OF  THE  NONLINEAR  DISTORTION  IN  AN  ILO  AMPLIFIER. 


...  .8 


v^; 


86 


FIG.  8.2-2  A  PHOTOGRAPH  OF  THE  FM  ILO  NONLINEAR  DISTORTION  EXPERIMENTAL  SET-UP 


varactor  tuned  Gunn  diode  oscillator  (2).  The  numbers  in  the 
brackets  here  refer  to  specific  equipment  and  to  locations  in 
Fig.  8.2-1.  The  Gunn  diode  oscillator  was  used  to  produce 
the  incident  microwave  locking  signal.  This  FM  locking 
signal  was  then  injected  into  the  cavity  of  an  IMPATT  diode 
oscillator  (9)  through  a  40  dB  isolator  (3),  a  precision 
attenuator  (4)  set  such  that  the  desired  locking  power  gain 
was  achieved,  a  10  dB  precision  coupler  (6)  for  power  monitoring 
purposes,  a  precision  3  dB  coupler  (7),  and  into  port  1  of  a 
high  gain  four-port  circulator  (8).  The  locking  signal  power 
level  was  monitored  with  a  power  meter  (5)  connected  to  the 
auxiliary  arm  of  the  10  dB  directional  coupler  (6).  The 
locking  signal  power  level  was  adjusted  for  different  gain 
ratios  by  adjusting  the  precision  attenuator  (4).  This  monitor¬ 
ing  circuit  was  used  to  obtain  an  estimate  of  the  correct 
power  level,  the  final  adjustments  were  made  by  observing  and 
measuring  the  bandwidth  relations  to  provide  the  most  correct 
answer.  The  power  reaching  the  IMPATT  diode  was  reduced  by 
about  3  dB,  since  the  locking  signal  power  is  reduced  by  the 
3  dB  precision  attenuator  (7)  and  ports  1-2  of  the  high  gain 
four-port  circulator  (8).  Paths  1-2  of  the  circulator  have  a 
return  loss  of  about  40  dB  or  better.  The  isolator  (3)  and  the 
adjustable  attenuator  (4)  assure  that  the  locking  signal  is 
adequately  isolated  from  the  rest  of  the  system.  The  locked 


* 


.* 


88 


oscillator  output  signal  is  dissipated  in  the  matched  50  ohm 
termination  of  the  RF  spectrum  analyzer  (11),  after  having 
passed  through  the  circulator  path  2-3,  and  the  two  20  dB 
couplers  (10).  Any  reflected  power  from  the  output  circulator 
circuit  must  pass  through  the  circulator  path  3-4  and  is 
dissipated  in  a  matched  load  connected  to  port  4.  This 
circulator  path  1-4  provides  isolation  in  the  order  of  52  dB 
while  the  insertion  losses  of  paths  1-2  and  2-3  are  about  0.2 
dB.  The  IMPATT  diode  output  power  is  monitored  by  a  power 
meter  connected  to  the  auxiliary  arm  of  a  20  dB  directional 
coupler  (10).  The  reason  for  the  isolation  is  to  provide 
both  the  locking  signal  and  the  output  signal  individually 
as  well  as  for  mixing  purposes.  Both  signals  must  be 
available  without  appreciably  affecting  the  main  injection¬ 
locking  circuit.  Consequently,  the  demodulated  input  FM  signal 
is  obtained  by  monitoring  through  the  auxiliary  arm  of  the  3  dB 
directional  coupler  (7)  and  by  demodulating  the  RF  signal  by 
the  use  of  a  dual-mode  doubly-tuned  cavity  (14)  as  a 
discriminator .  The  demodulated  FM  signal  is  displayed  on  a 
low-frequency  spectrum  analyzer  and  an  oscilloscope.  To 
demodulate  the  output  FM  signal,  the  waveguide  switch  is  moved 
to  its  alternate  position,  so  that  the  output  FM  signal  (coming 
from  the  auxiliary  arm  of  the  20  dB  directional  coupler)  is  then 
demodulated  by  the  same  discriminator.  By  means  of  this  circuit 
arrangement  it  is  possible  to  compare  the  input  and  output 


•*fc 

•  U 


■ 


. 


89 


demodulated  waveforms  with  relative  ease.  In  addition,  since 
essentially  the  same  circuit  components  are  used  in  both 
measurements  many  of  the  errors  in  the  measurements  may  be 
assumed  to  be  common  to  both  input  and  output  measurements  and 
may  be  eliminated  by  subtraction. 

In  Fig.  8.2-23arrow  #1  points  to  the  varactor-tuned 
Gunn  diode  oscillator,  which  is  used  as  the  locking  signal.  It 
has  a  nominal  output  power  of  about  10  milliwatts.  Its  frequency 
may  be  tuned  both  mechanically  (from  8.8  to  10.2  GHz)  and 
electrically  (over  a  50  to  75  MHz  range).  Arrow  #2  points  to 
a  Sylvania  avalanche  diode  oscillator  (model  SY0-3200,  S/N  140). 
The  IMPATT  diode  is  mounted  in  an  end-loaded  coaxial  cavity 
and  iris-coupled  to  a  X-band  waveguide  (WR90).  The  output 
frequency  can  be  tuned  both  mechanically  and  electrically 
throughout  X-band.  The  oscillator  used  typically  produces 
about  21  milliwatts  of  RF  power  at  9.157  GHz  for  a  reverse 
bias  of  about  90  volts  and  a  current  of  20  ma.  Arrow  #3  in 
Fig.  8.2-2  points  to  the  doubly-tuned  cavity  which  is  used  as 
a  direct  down-conversion  FM  discriminator.  To  facilitate 
using  FM  signals  with  a  2MHz  deviation  it  was  necessary  to 
increase  the  3  dB  bandwidth  of  the  cavity  and  the  detector 
diodes  (i.e.  lower  the  Q).  In  particular,  harmonics  up  to 
10  MHz  would  have  to  be  detected  to  make  this  method  valid. 

The  cavity  bandwidth  was  increased  at  the  expense  of  discriminator 
sensitivity  by  coating  the  tuning  plunger  face  with  a  lossy 


' 


. 


- 


90 


material  (in  this  case  ECC0S0RB  powder  was  used).  The  bandwidth 
of  the  detector  diodes  was  also  increased  by  a)  reducing  the 
diode  resistance  by  applying  an  appropriate  forward  bias  on  the 
diodes,  b)  reducing  the  capacitive  loading  on  the  diodes,  and 
c)  using  high  input-impedance  emitter  follower  amplifiers. 

The  set-up  described  thus  far  will  now  be  used  to 
verify  the  nonlinear  distortion  characteristics  of  a  microwave 
FM  ILO  amplifier.  The  system  was  characterized  and  aligned  by 
the  procedure  outlined  and  performed  by  B.C.  So  and  as  discussed 
in  the  beginning  of  this  chapter.  In  the  specific  experiment 
performed  in  this  study,  the  maintenance  of  an  initial  frequency 
difference  as  close  to  zero  as  possible  assumed  major  importance 
since  nonlinear  distortion  is  highly  dependent  upon  this  factor. 
Several  other  factors  mentioned  during  the  tuned  and  detuned 
theoretical  discussions  (e.g.  frequency  drift  etc.)  necessitated 
that  the  alignment  procedures  for  the  set-up  be  repeated 
between  each  experimental  point.  The  various  power  levels  were 
also  monitored  continuously  to  ensure  that  the  circuit 
parameters  did  not  vary  appreciably  (this  was  necessary  since 
often  this  was  the  only  "probe"  available  to  a  certain  point). 
Additionally,  the  combination  of  a  low  Q  oscillator  combined 
with  a  higher  Q  discrimi nator  necessitated  the  measurements 
being  performed  at  a  fairly  high  gain  to  keep  the  bandwidth 
smal 1 . 


... 

< 


Vi*. 


The  discriminator  used  in  this  experiment  (after  the 
cavity  had  its  bandwidth  extended)  had  a  linear  response 
characteristic  over  ail. 75  MHz  bandwidth  about  an  adjustable 
center  frequency.  The  maximum  detected  frequency  exceeded 
5  MHz  when  allowance  was  made  for  some  considerable  nonlinear 
behavior .  A  typical  response  curve  for  the  frequency 
discriminator  is  illustrated  in  Fig.  8.2-3.  Consequently,  a 
modulating  frequency  in  excess  of  1.5  MHz  could  not  have  its 
harmonics  detected  accurately.  As  mentioned  previously,  too 
high  a  gain  will  preclude  the  accurate  frequency  alignment  of 
the  system  for  any  length  of  time.  As  a  consequence,  a  practical 
compromise  was  arrived  at  and  the  distortion  measurements  were 
performed  with  a  gain  of  34  dB.  The  initial  frequency  difference 
was  maintained  to  less  than  fifteen  percent  of  Aq  in  practice. 
The  frequency  deviation  was  set  such  that  the  demodulated 
output  showed  a  frequency  deviation  of  1.125  MHz,  i.e.  75  percent 
of  the  maximum  frequency  difference;  namely,  1.5  MHz  (this  was 
maintained  to  better  than  ten  percent  by  constant  monitoring  and 
realignment  where  necessary).  The  RF  spectrum  analyzer  and  the 
level  of  the  demodulated  output  provided  the  means  by  which 
these  levels  were  monitored  and  maintained. 

To  obtain  accurate  experimental  measurements  the  use 
of  the  "zero  crossing"  method  will  now  be  explained.  The 
application  of  this  technique  will  allow  the  selection  of 


' 

■ 


* 


. 


■ 


^  .  iiiii 


AMPLITUDE  IN  VOLTS 


92 


FIG  8.2-3  A  PLOT  OF  THE  VOLTAGE  AMPLITUDE  DEFLECTION  OF  THE  FREQUENCY 
DISCRIMINATOR  VERSUS  THE  FREQUENCY  DEVIATION(SWEPT  FROM 
9.040  TO  9.060  GHZ)  FOR  AN  INPUT  POWER  LEVEL  OF  0.2  MILLIWATTS. 


modulation  parameters  in  the  experimental  set-up  to  give  several 
accurate  experimental  data  points  on  the  distortion  graphs. 

Let  the  FM  modulating  signal  be  expressed  as 

ein(t)  =  Einsin(toot  +((TL)s1ntJmt) 

'  m'  (8.2-1) 

28 

After  some  manipulation  ,  Eq.  8.2-1  becomes 


e.  (t)  =  E.  J  J  f 

inx  in  \  o  \ 


y 

^m 


sin  u  t 


fA. 


+J 


m 


1  O) 


m 


sin  (W0  +  ^  -  sin<wo 


2Am  2Am  ' 

sin(u,0  +  1 3T}t  +  sin(w0  -  Tr}t 


+J 


/Am 

— 

3  W 
m 


sin(oj0  +  3Am)t  -  sin(wQ  -  3Am)t 
^m  % 


+  *  »  » 


(8.2-2) 


where  J  ,  J-j ,  ...  .represent  the  zeroth,  first,  second 

Bessel  function,  respectively33.  Now  Eq.  8.2-2  has  separated 
the  FM  signal  into  its  frequency  components  (or  sidebands). 
Each  sideband  will  have  a  certain  amplitude  associated  with  it 
and  there  will  be  an  infinite  number  of  sidebands  which  are 
separated  from  the  carrier  frequency  by  integer  multiples  of 
the  modulating  frequency.  A  very  important  characteristic 
for  this  study  is  that  the  carrier  amplitude  will  be  reduced 


. 


. 


V* 


by  ML  •  Additionally,  the  sideband  amplitudes  depend  upon  the 
^  //\  \ 

value  of  J  Ini  ]  where  n  =  l,2,  3,  4...  and  these  will  diminish 
^  A 

rapidly  when  n  >  jn .  Therefore,  the  sideband  amplitudes  diminish 

m 

rapidly  outside  the  region  of  the  maximum  frequency  deviation; 

/\ 

namely,  m/27t  removed  from  the  carrier.  Fig.  8.2-4  illustrates 
these  principles  for  the  following  set  of  practical  parameters: 

=  10.0  GHz,  Ao/2tt=  1.5  MHz,  Am  =  .75  Aq,  u)m  =  2.4048, 
Hr/^'r'=  ^Hz.  ^  1S  interesting  to  note  that  the  power  in 
each  sideband  will  be  proportional  to  the  square  of  the  Bessel 
coefficient  while  the  total  power  on  the  spectra  is  proportional 
to  the  sum  of  the  squares  of  the  carrier  and  sideband  amplitudes. 
Mathematically  this  will  be  expressed  as 

i  2 


'A 


m 


0\lQ 


i  2  oo 
+ 


m  '  J 


t\=.  \ 


fA 
nlw 


j  i-HL 


m 


=  1 


(8.2-3) 


The  important  result  of  this  study  is  that  for  certain 
values  of  modulation  index  Am/u>m  the  zeroth  bessel  function  will 
go  to  zero.  Consequently,  the  carrier  amplitude  will  go  to  zero 
when  J  (x)  equals  zero  (i.e.  for  the  following  values  of 
x  =  2.4048,  5.5201,  8.6537,  11.7915,  14.9309,  18.0711,  etc.). 
Therefore,  it  will  be  a  relatively  simple  matter  to  measure  these 
points  on  the  distortion  curve  accurately.  When  the  maximum 
frequency  deviation  is  set  equal  to  a  constant,  then  certain 
modulating  frequencies  will  cause  the  carrier  amplitude  in  the 
frequency  spectrum  to  go  to  zero. 


'  . 


** 


: 


' 


' 


NORMALIZED  AMPLITUDE 


SET  OF  PARAMETERS 


0.7  . 

0.6  . 

0.5  - 

0.4  - 

0.3  - 

02  - 
0.1  . 

- , - | - 1 — L 

-  ao  -  2.o 


03  = 

10 

.0  GHZ 

0 

A  /2n  = 

1. 

5  MHZ 

0 

An  = 

0. 

75ao 

Am/o3  = 

2. 

4048 

m  m 

ii 

t= 

OJ 

E 

3 

469  KHZ 

CENTERED  ABOUT 
10  GHZ 


- , - . — 

2.o  ao 

FREQUENCY  IN 
MEGAHERTZ 


FIG.  8.2-4  FREQUENCY  SPECTRUM  FOR  AN  FM  SIGNAL  WITH  CARRIER  ZERO. 


II.  H  I 


. 

96 


As  a  result  of  the  above  theory,  several  experimental 
runs  were  performed  based  upon  this  technique.  The  accuracy  with 
which  the  frequency  deviation  and  the  modulating  frequency  may 
be  maintained  limit  the  accuracy  of  this  experimental  technique. 
For  the  34  dB  gain  case  the  experimental  measurements  were  per¬ 
formed  with  relatively  good  accuracy  (discussed  in  detail  in  the 
following  section)  when  the  modulating  frequency  was  less  than 
one  half  of  the  maximum  locking  bandwidth. 


8.3  Experimental  Results  and  Their  Interpretation 

In  this  section,  the  results  of  several  experiments 
are  presented  and  discussed.  The  experiment  used  was  that  which 
has  been  proposed  to  verify  the  model  of  Chapter  IV.  This 
concept  was  used  as  the  basis  of  the  experimental  set-up  shown 
in  Fig.  8.2-1.  In  summary,  the  experiment  was  performed  to 
verify  the  nonlinear  distortion  curve  of  Fig.  6.3-1  for  an  ILO 
amplifier  with  a  34  dB  gain  ratio.  The  plot  shown  in  Fig.  6.3-1 
was  found  by  comparing  the  demodulated  output  signal  with  the 
input  modulating  signal  and  arriving  at  a  percentage  distortion 
by  Eq.  B-30.  Therefore,  a  similar  technique  was  used  in  the 
experiment  by  the  use  of  a  common  frequency  discriminator  on 
the  input  and  output  frequency  modulated  signals. 

The  alignment  procedures  were  described  in  detail  in 

3 

the  previous  section  and  in  the  work  of  So  .  To  summarize. 


1 


■ 


' 


the  free-running  frequency  of  the  oscillator  (9)  was  adjusted 
such  that  it  coincided  with  the  passband  of  the  frequency 
discriminator.  The  modulating  signal  was  then  adjusted  such  that 
the  initial  frequency  difference  as  measured  by  a  RF  frequency 
counter  was  as  close  to  zero  as  possible.  The  proper  power 
ratio  was  then  adjusted  for  a  34  dB  gain  ratio  (based  mainly  upon 
the  measured  frequency  deviation  allowable  for  locking  and  the 
frequency  counter).  Then  the  frequency  modulation  was  applied 
via  an  amplitude  modulation  signal  to  the  voltage  that  tunes 
the  frequency  of  the  varactor-tuned  Gunn  diode  oscillator. 

During  the  entire  experimental  runs  periodic  realignment  of 
the  initial  frequency  difference  was  required  to  maintain  it 
close  to  zero.  Then  the  demodulated  input  FM  signal  was 
measured  via  the  frequency  discriminator  for  the  parameters 
necessary  to  coincide  with  the  zero-crossing  method.  Then 
comparable  measurements  were  made  of  the  demodulated  output 
signal  and  the  two  waveforms  were  then  compared.  For  a  34  dB 
gain  ratio  the  following  parameters  characterized  the  system: 

UJ  / 2-tt=  9.57  GHz 

£y27l=  1.5  MHz  (±5%) 

A  =  . 75  A 
m  o 

Am/2TT  =  1.125  MHz  (to  better  than  10%) 

M)  /x  £  .1  (i.e.  to  better  than  10%) 
o  o 


. 

-  ■ 


w 


The  results  of  a  typical  experimental  run  are  presented 
in  Table  8.3-1  and  Figs.  8.3-1  and  8.3-2.  Fig.  8.3-1  displays 
photos  of  the  demodulated  input  and  demodulated  output  signals 
at  the  third  carrier  zero;  i.e.  130  KHz.  The  large  spike  is 
the  "zero"  starting  pulse  of  the  spectrum  analyzer  while  the 
second  spike  is  the  demodulated  fundamental  frequency.  The 
remainder  of  the  sidebands  are  then  the  distortion  products. 

By  use  of  Eq.  B-30  it  is  a  straightforward  matter  to  compute 
distortion  quantities.  Fig.  8.3-2  is  a  display  of  the 
experimental  points  for  a  typical  experimental  run  versus  the 
theoretically  predicted  results  for  the  three  frequency  detuning 
factors;  namely,  A<*;0=  0.0,  0.1  and  0.24.  As  can  be  seen  the 
experiment  data  follow  the  general  shape  of  the  predicted 
curve  until  about  0.3  of  the  normalized  modulating  frequency. 

As  will  be  recalled.,  the  zero  crossing  method  may  only  be  used 
to  accurately  predict  the  parameters  at  those  points  shown  in 
Table  8.3-1.  The  highest  fraction  of  the  normalized  modulating 
frequency  to  which  the  zero  crossing  method  is  applicable  is 
0.313  (i.e.  the  first  carrier  zero).  The  experimental  points 
beyond  this  were  measured  by  the  alignment  of  the  IL0  with  the 
frequency  counter  and  the  spectrum  analyzer.  However,  the 
amount  of  distortion  measured  at  these  experimental  points  does 
not  have  the  same  degree  of  accuracy  that  the  data  coinciding 
with  the  "zero  crossing"  points  has. 


. 


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FIG.  8.3-1  AN  EXAMPLE  OF  THE  DEMODULATED  INPUT  AND  OUTPUT  SIGNALS  MEASURED  FOR  THE  34  DB  GAIN  CASE 


. 


1M33  d3d  NI  NOIiyOlSIQ  yVBNUNON 


. 


■- 


vJ 


An  examination  of  Fig.  8.3-2  indicated  that  the 
distortion  data  points  between  0.0413  and  0.313  of  the  normalized 
modulating  frequency  follow  the  slope  of  the  calculated 
distortion  characteristics  closely.  However,  the  numerical 
values  of  the  distortion  data  points  do  vary  from  those  which 
the  theory  predicts.  In  practice  it  was  possible  to  maintain 
the  frequency  dependent  variables  to  better  than  15  percent 
(  e.g.  the  initial  frequency  difference,  the  peak  frequency 
deviation,  etc.).  Several  other  factors  that  were  not  considered 
in  this  analysis  may  have  an  effect  (e.g.  noise  contribution 
from  both  the  locked  oscillator  and  the  locking  signal). 
Therefore,  the  distortion  data  points  beyond  0.313  of  the 
normalized  modulating  frequency  will  not  be  accurate  since 
the  harmonics  of  the  distorted  output  signal  are  severely 
attenuated  by  the  ILO  amplifier  and  these  harmonics  exceed 
the  linear  region  of  the  frequency  di scriminator.  In  summary 
then,  the  following  factors  must  be  considered  in  any  error 
analysis  related  to  the  experimental  data  of  this  work;  namely, 

1)  the  frequency  drift  of  the  "free-running"  oscillator 

2)  the  instabilities  (expressed  as  noise)  of  the 
locking  oscillator 

3)  the  limited  linear  range  of  the  tuned  cavity 
frequency  discriminator  versus  the  larger  bandwidth 
requirement  of  the  ILO  amplifier 


' 

* 


4)  the  noise  and  nonlinear  behavior  of  the  detector 
diodes  and  amplifiers,  and 

5)  the  selection  of  a  high  gain  case  makes  the  relative 
error  calculations  much  more  sensitive  than  for  a 
comparable  lower  gain  case. 

As  a  consequence,  the  experimental  results  presented  in 

Table  8.3-1  and  Figs.  8.3-1  and  8.3-2  may  be  taken  to  be  a  partial 

verification  of  the  predicted  nonlinear  distortion  characteristics 

for  an  FM  ILO  amplifier.  The  experimental  data  appear  to  fit 

the  theory  when  the~i0=  0.24  theoretical  curve  is  used  as  a 

Ao 

guide.  It  is  difficult  to  arrive  at  a  numerical  value  for  the 
error  in  these  measured  data  points  for  the  numerous  reasons 
cited  above. 


... 


' 


■ 


" 


CHAPTER  IX 


SUMMARY  AND  CONCLUSIONS 

A  detailed  systematic  study  of  the  injection-locking 
properties  of  microwave  IMPATT  diode  oscillators  used  as 
amplifiers  of  FM  signals  has  been  performed.  An  injection- 
locked  oscillator  (ILO)  model  based  upon  the  generalized 
Adler  s  phase-locking  equation  was  used  in  the  mathematical 
treatment  of  the  locking  phenomenon  involved.  The  analysis 
has  treated  the  ILO  as  a  baseband  amplifier  whose  locking 
and  locked  signals  are  the  input  and  output  signals,  respectively 
(see  Fig.  4.2-1).  This  analysis  is  an  important  addition  to 
the  manner  in  which  an  ILO  may  be  characterized--particularly 
for  the  dynamic  locking  condition.  It  is  now  possible  to 
theoretically  characterize  the  locked  condition  when  the 
locking  signal  is  modulated  at  frequencies  approaching  the 
maximum  locking  bandwidth.  The  differential  equation  involved 
have  been  solved  numerically.  The  results  for  the  distortion 
that  a  single-stage  ILO  amplifier  produces  have  been  presented 

nr  nr 

in  the  form  of  design  contours  (see  Chapters  V, VI, VII;  *  . 

The  equivalent  model  for  the  ILO  amplifier  was  based 
upon  the  concepts  and  terminology  common  to  baseband  amplifiers 
and  repeaters.  The  theoretical  analysis  indicates  that  an  ILO 


104 


'  ;  I 

. 


*v;  ,  3  ,  v:-*.  Ho;$v  I’tt*  SuqM  sis  *r&#fra  bns 


■ 


105 


amplifier  behaves  as  a  band-limited  amplifier  for  baseband 
modulating  signals.  The  ILO  amplifier  was  characterized  by 
the  following  three  parameters;  namely,  a)  the  gain  variation, 
b)  the  phase  delay  distortion,  and  c)  the  nonlinear  distortion 
versus  the  baseband  modulating  frequency.  This  approach 
indicated  that  the  3  dB  bandwidth  of  the  ILO  amplifier  model 
is  approximately  A0/2tt  Hz. 

Based  upon  the  previous  theoretical  description  of 
the  ILO  amplifier  characteristics,  the  following  conclusions 
may  be  stated: 

1.  changes  in  the  modulating  signal  frequency 
parameters  have  a  more  pronounced  effect  upon 
the  distortion  characteristics  than  variations 
in  the  locking  signal  amplitude. 

2.  the  variation  in  the  demodulated  fundamental 
output  amplitude  is  highly  dependent  upon  the 
modulating  signal  frequency;  however,  it  is  not 
sensitive  to  changes  in  the  peak  frequency  deviation, 
the  amount  of  detuning  or  the  gain  of  the  ILO. 

3.  the  phase  delay  distortion  of  the  demodulated 
fundamental  increases  with  increasing  modulating 
signal  frequency,  peak  frequency  deviation  and  the 
amount  of  detuning. 


< 

. 


' 


. 


106 


4.  the  nonlinear  distortion  of  the  demodulated 
fundamental  signal  increases  with  increases  in 
modulating  signal  frequency,  peak  frequency 
deviation,  and  decreases  in  the  gain  of  the  ILO 
amp! ifier . 

These  theoretically  predicted  results  have  been  renorted  in 
the  literature  for  dynamic  locking  conditions25,26.  The 
nonlinear  distortion  of  the  fundamental  modulating  signal  has 
been  experimentally  verified  (see  Chapter  VIII)  with  a 
microwave  IMPATT  diode  oscillator  as  the  ILO  amplifier. 

The  following  items  (related  to  the  characterization 
of  ILO's)  represent  areas  for  further  research: 

1.  a  more  precise  nhase-locking  equation  may  be 

required  to  effectively  characterize  the  dynamic 

phase  locking  characteristics  when  the  amplitude 

effect  is  included  in  the  ILO  modelling  (i.e. 

throughout  the  analysis  it  has  been  assumed  that 

the  ILO  acts  as  a  perfect  limiter.  This  is  not 

correct  for  certain  ratios  of  locking  powers, 

modulating  frequencies  or  peak  frequency  deviations 

23 

on  the  modulating  signal) 

2.  the  manner  in  which  the  dynamic  phase  variation 
of  the  locking  relationship  decays  to  its  steady- 


, 


. 

** 


- 


107 


state  values  throughout  each  modulation  cycle 
could  be  treated  in  more  detail  (see  Chapter  III). 
Further  mathematical  analysis  may  uncover  a 
suitable  analytic  treatment  of  the  distortion 
added  to  the  modulating  signals  of  an  ILO  amplifier. 

3.  further  experimental  work  could  be  performed  with 
improved  experimental  techniques  to  verify  the 
nonlinear  distortion  characteristics  beyond  0.336 
of  the  normalized  modulating  frequency  and  to 
Verify  the  phase  delay  distortion  curves  (in 
particular  a  much  lower  Q  cavity  must  be 
incorporated  with  a  measuring  system  that  will  give 
sufficient  voltage  deflection  for  correct 
measurements) . 


REFERENCES 


1.  Adler,  R.  ,  "A  Study  of  Locking  Phenomena  in  Oscillators,1 
Proc.  IEEE,  vol .  34,  pp.  351-357,  June  1946 


2.  Paciorek,  L.J.,  "Injection  Locking  of  Oscillators," 
Proc.  IEEE,  vol.  53,  pp.  1717-1723,  Nov.  1965 


So ,  B . C . ,  Injection  Phase-Locking  Properties  of  Microwave 
IMPATT  Diode  and  GUNN  Diode  Oscillators  With  System 
Appl i cati ons  ,  Ph.  D.  Thesis,  Department  of  Electrical 
Engineering,  The  University  of  Alberta,  Edmonton, 
Alberta,  1971 


4.  Mackey,  R.C.,  "Injection  Locking  of  Klystron  Oscillators," 
IRE  Trans,  on  Microwave  Theory  and  Techniques, 

pp.  228-235,  July  1962 


5.  Tucker,  D.G.,  "The  Synchronization  of  Oscillators," 

Electronic  Engineering,  vol.  15,  pp.  412-418,  March 
1943,  pp.  457-461,  April  1943,  pp.  26-30,  June  1943, 
pp.  114-117,  Aug.  1943 


6.  Stover,  H.L.,  and  R.C.  Shaw,  "Injection  Locked  Oscillators 
as  Amplifiers  For  Angle  Modulated  Signals,"  Digest  of 
Technical  Papers,  G-MTT  International  Symposium,  1966 


7.  Lee,  T.P.,  and  R.D.  Standley,  "Frequency  Modulation  of  a 
Millimeter-Wave  IMPATT  Diode  Oscillator  and  Related 
Harmonic  Generation  Effects,"  Bel  1  Syst .  Tech.  J . , 
vol.  48,  pp.  143-161,  Jan.  1969 


108 


- 


Vi* 


109 


Isobe,  T.,  and  M.  Tokida,  "A  New  Microwave  Amplifier  for 
Multichannel  FM  Signals  Using  A  Synchronized 
Oscillator,"  IEEE  Journal  on  Solid-State  Circuits, 
vol.  4,  pp.  400-408,  Dec.  1969 


9.  Isobe,  T.,  and  M.  Tokida,  "Noise  Loading  Performance  of 
a  Phase-Locked  IMPATT  Oscillator  for  Multichannel 
FM  Signals,"  Proc.  IEEE,  vol.  56,  pd.  873-875, 

May  1968 


10.  Isobe,  T.,  and  M.  Tokida,  "Effects  of  Phase  Locking  on 
Modulation  Characteristics,"  Proc.  IEEE,  vol.  56, 
pp.  453-454,  March  1967 


11.  Isobe,  T. ,  and  M.  Tokida,  "Noise  Reduction  of  Oscillators 
by  Phase  Locking,"  J.  Inst.  Electronics  Communications 
Engineers (Japan) ,  vol.  50,  pp.  2093-2100,  Nov.  1967 


12.  Isobe,  T.  ,  and  M.  Tokida,  "Power  Amplification  for  FM  and 
PM  Signals  with  Synchronized  IMPATT  Oscillators," 
IEEE  Trans,  on  Microwave  Theory  and  Techniques,  vol. 
MTT-18,  pp.  906-911 ,  Nov.  1970 


13.  Mastalli,  P.,  et  al  ,  "A  New  Microwave  Repeater  for  FM 
Radio  Links,"  Alta  Frequenza(Italy) ,  vol.  37,  pp. 
85E-95E,  May  1968 


14.  Hines,  M.E.,  et  al ,  "FM  Noise  Suppression  of  an  Injection 
Phase-Locked  Oscillator,"  IEEE  Trans,  on  Microwave 
Theory  and  Techniques,  vol.  MTT-16,  pp.  738-742, 
Sept.  1968 


15.  Slater,  J.C.,  Microwave  Electronics,  Princeton,  D.  Van 
Nostrand  Company,  pp.  187-221,  1964 


Wij 


. 


, 


Kurokawa,  K.  ,  "Noise  in  Synchronized  Oscillators,"  IEEE 
Trans,  on  Microwave  Theory  and  Techniques,  vol . 
MTT-16,  pp.  234-240,  April  1968 


Kurokawa,  K. ,  "Injection  Locking  of  Microwave  Solid-State 
Oscillators,"  Proc.  IEEE,  vol.  61,  pp.  1386-1410, 
Oct.  1973 


Udelson,  B.J.,  and  R.E.  Hines,  "Frequency  Modulation  of  a 
C.W.  Avalanche  Oscillator  by  an  Injected  R.F.  Signal," 
Microwave  Journal,  vol.  14,  pp.  25-34,  Oct.  1971,  and 
pp.  42-46,  Dec.  1971 


Khohlov,  R.V.,  "A  Method  of  Analysis  in  the  Theory  of 

Sinusoidal  Self-Oscillations,"  IRE  Trans .  on  Circui t 
Theory,  vol.  7,  pp.  398-410,  Dec.  1960 


Hines,  M.E.,  "Negative  Resistance  Diode  Power  Amplification" 
IEEE  Trans,  on  Electron  Devices,  vol.  17,  pp.  1-9, 

Jan.  1970 


Cramer,  N.B.,  "Character!' zation  and  Modelling  of  IMPATT 
Oscillators,"  IEEE  Trans,  on  Electron  Devices,  vol. 
ED-15,  pp.  838-846,  Nov.  1968 


Gray,  W. ,  et  al ,  "  Applying  IMPATT  Power  Sources  to  Modern 

Microwave  Systems,"  IEEE  Journal  of  Solid-State  Circuits, 
vol.  4,  pp.  403-413,  Dec.  1969 


Osborne,  T.L.,  "Amplitude  Behaviour  of  Injection  Locked 
Oscillators,"  IEEE  Trans,  on  Microwave  Theory  and 
Techniques ,  vol.  MTT-18,  pp.  897-906,  Nov.  1970 


•** 


■ 


.  '  0  -V;H 


1 


Vi* 


in 


24.  Van  der  Pol,  B.,  "The  Nonlinear  Theory  of  Electric 

Oscillations,"  Proc.  IRE,  vol .  22,  pp.  1051-1085, 
Sept.  1934 


25.  Nigrin,  J.,  J.F.W.  Gurke,  and  P.A.  Goud,  "Distortion  of 
FM  Modulation  in  Injection  Phase-Locked  Oscillator- 
Amplifiers,"  Proc.  IEEE,  vol.  60,  pp.  458-459, 

April  1972 


26.  Nigrin,  J.,  P.A.  Goud,  and  J.F.W.  Gurke,  "Distortion  of 
FM  Modulation  in  Detuned  Injection  Phase-Locked 
Osci 1 lator-Ampl ifiers ,"  Proc.  IEEE,  vol.  60,  pp. 
731-732,  June  1972 


27.  Marazzi ,  E.  ,  and  A.  Bellando,  "Thin-Film  Injection-Locked 
Oscillators  and  Negative  Resistance  Amplifiers  for  a 
2-GHz  Radio  Repeater,"  IEEE  Journal  of  Solid-State 
Circuits,  vol.  SC-17,  pp.  23-32,  Feb.  1972 


28.  Terman,  F.E.,  Electronic  and  Radio  Engineering,  New  York, 
Me  Graw-Hill  Book  Company,  1955,  p.  503 


29.  Altman,  J.L.,  Microwave  Circuits,  Princeton,  D.  Van 
Nostrand  Company,  1964,  pp.  134-257 


30.  Van  Valkenburg,  M.E.,  Network  Analysis,  Englewood  Cliffs, 
Prentice-Hall  Inc.,  1964,  pp.  228-374 


31.  Peirce,  B.O.,  and  R.  Foster,  A  Short  Table  of  Integrals, 
New  York,  Blaisdell  Publishing  Co.,  1956,  pp.  44-46 


Wozencraft,  J.,  and  I.  Jacobs,  Principles  of  Communication 
Engineering,  New  York,  John  Wiley  &  Sons,  1965,  pp. 
645-665 


32. 


ni-i  ■ 


112 


33.  Goldman,  S.,  Frequency  Analysis,  Modulation  and  Noise, 
New  York,  McGraw-Hill,  1948,  pp.  141-204 


34.  Carson,  J.,  "Notes  on  the  Theory  of  Modulation,"  Proc. 
IRE,  vol .  16,  pp.  966-975,  July  1928 


35.  Fagot  and  Magne,  Frequency  Modulation  Theory  -- 

Applications  to  Microwave  Links,  New  York,  Pergamon 
Press ,  1961" 


36.  Members  of  the  Technical  Staff,  Bell  Telephone  Laboratories, 
Transmission  Systems  for  Communications,  Western 
Electric  Co.,  Fourth  Edition,  1970,  pp.  13-37,  pp . 97- 
122,  pp.  237-278,  pp.  423-432,  pp.  450-468 


37.  Wang,  S.C.,  "  Distortion  of  FM  Signals  Casued  by  Channel 
Phase  Nonlinearity  and  Amplitude  Fluctuation,"  IEEE 
Trans,  on  Communication  Technology,  vol.  COM-14, 
pp.  440-448,  Aug.  1966 


38.  Hammond,  S.B.,  Electrical  Engineering,  New  York  McGraw-Hill 
Book  Company,  1961 


39.  Moreno,  T.  ,  Microwave  Transmission  Design  Data,  New  York, 
Dover  Publications,  1948,  pp.  210-213 


40.  Carlson,  A.B.,  Communication  Systems:  An  Introduction  to 
Signals  and  Noise  in  Electrical  Communication,  New 

York,  McGraw-Hill  Book  Company,  1968 


41.  Oliver,  B.M.,  and  J.M.  Cage,  Electronic  Measurements  and 
Instrumentation,  New  York,  McGraw-Hill  Book  Company, 
1971 


. 


H 


113 


42.  Di s hi ng ton ,  R.H.,  "Diode  Phase-Discriminatior ,"  Proc.  IRE, 

vol .  37,  pp.  1401-1404,  Dec.  1949 


43.  Korn,  G.A. ,  Basic  Tables  in  Electrical  Engineering,  New 
York,  McGraw-Hill  Book  Company,  1965,  pp.  18-44 


44.  Struble,  R.A.  ,  Nonlinear  Differential  Equations,  New  York, 
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Equati ons ,  New  York,  John  Wiley  &  Sons  Inc.,  1969 


* 

■ 


■ 


Vi*' 


APPENDIX  A 


SIGNAL  DISTORTION  IN  TRANSMISSION  SYSTEMS 


The  purpose  of  this  appendix  is  to  review  the 
definition  of  "distortionless  transmission"  through  a 
communications  system  and  to  define  the  various  types  of 
distortion  with  reference  to  the  ILO  amplifier  analysis^  ^ . 

Let  a  communication  system  (often  referred  to  as  a 
transmission  system)  be  represented  as  in  Fig.  A-l .  Then  g(t) 
will  represent  the  linear  system  transfer  characteristics. 

When  an  input  signal  e.  (t)  is  transmitted  through  a  two-port 
network,  the  output  signal  e  ^(t)  will  often  differ  from  the 
input  in  several  ways. 


Let  EjnM  represent  the  Fourier  transform  of  (t) 
and  Eout(l°)  represent  the  Fourier  transform  of  eou^-('t).  Then 
the  linear  system  characteristics  will  be 


G(w)  = 


E  ,  (to) 
outv  ' 

E.  (w) 
in'1  ' 


GM 


je(w) 


(A-l) 


where  |g(ui)| is  the  frequency  dependent  magnitude  of  G(w)  and 
9 (to)  is  the  frequency  dependent  phase  shift  of  G(w).  When 


expressed  in  the  time  domain 


G  (t*i  ) 


will  be  an  amplitude 
deM 


variation  and  G  (u>)  will  be  a  phase  shift  and  ^  is  a  time 


delay. 


114 


■ 

... 

-SSc 


.  • 


. 


115 


INPUT  SIGNAL  OUTPUT  SIGNAL 


g(t)=  LINEAR  TRANSFER 
CHARACTERISTICS 

TWO-PORT  NETWORK 

TRANSMISSION  SYSTEM 


FIG.  A-l  ELEMENTARY  BLOCK  DIAGRAM  REPRESENTATION  OF  A 


COMMUNICATION  SYSTEM. 


' 


A  transmission  system  is  defined  as  being  distortionless 
if  its  output  waveform  is  identical  to  the  input  signal  with  the 
following  two  exceptions: 

a)  the  magnitude  is  scaled  by  a  constant  factor,  K 

b)  the  output  waveform  is  delayed  by  a  constant  time 
factor  which  is  expressed  as  t  seconds. 

Mathematically  this  will  be  expressed  as 

eoutW  ■  K  (A'2) 

Then  the  generalized  form  of  the  transfer  characteristics  will 
be 


G(w) 


j  0  M 

Ke 


(A-3) 


where 

6(u))  =  -u>(t-to) 

These  distortionless  transfer  characteristics  are  displayed 
in  Fig.  A-2. 


(A-4) 


In  many  practical  communication  systems  the  representation 
G  (to)  will  not  be  defined  explicitly  over  the  entire  frequency 
range  of  interest,  (i.e.o^u^).  The  concepts  presented  thus  far 
will  still  be  applicable  if  G(w)  is  defined  over  a  frequency 
range  greater  than  the  limits  of  both  the  input  and  output 
signals  (i  .e.  w, ‘'fe).  Quite  often  this  stipulation  is  also 


. 


■ 


■ 


00 


SLOPE  =  -t 

o 


(b) 


FIG.  A-2  FREQUENCY  PLOT  OF  a)  THE  MAGNITUDE  AND  b)  THE  PHASE 
VARIATION  FOR  THE  DISTORTIONLESS  CASE  OF  EQ.  A-3. 


- 


violated  and  in  that  case  the  linear  representation  for  the 
transfer  function  g(t)  is  no  longer  valid.  This  will  be 


noted  by  another  form  of  distortion  in  the  output;  namely, 


nonlinear  distortion.  Consequently,  the  main  types  of 
distortion  that  occur  in  bandlimited  transmission  systems  are 


a) 

b) 

c) 


amplitude  distortion  (i.e.  GM  J  /  constant) 
phase  distortion  (i.e.  3(uf)  ^-u>(t-to)) ,  and 
nonlinear  distortion  in  both  the  magnitude  and 
phase  of  the  output  signal. 


'  • 

v-  , 


,  -  y  )Jfcn 


fK  ,  *  3 


APPENDIX  B 


DETAILED  ANALYSIS  OF  THE  TUNED  AND 
DETUNED  DISTORTION  IN  ILO  AMPLIFIERS. 

This  appendix  will  detail  the  solution  of  the 
generalized  Adler's  locking  equation  including  nonlinear  effects 
in  the  time  domain.  The  resulting  solution  will  be  used  to 
accurately  describe  the  output  demodulated  signal  from  an  ILO 
amplifier  in  familiar  distortion  terms.  After  some  rearranging 
the  locking  equation  of  Eqs.  2.2-20  and  5.2-4  becomes 


(1+Rcos0(t) +  (l+R^+2Rcos  o(t))  ^sin  0  (t)  = 

dt 


(B-l ) 


=  (l+Rcose(t))-(l+R2+2Rcos6(t)M  +  Aa*,) 

dt 


where  the  symbols  defined  in  Chapter  II  apply.  Eq.  B-l  may 
further  be  rearranged  to  expand  the  coefficient  terms,  i.e. 

[l+2Rcos e(t)+R^cos^e(t)]  +  [l+R^+2Rcoss(t)] ^sine(t) 

dt 


=  [  AtJ0]  [1+R2+(3+R2)Rcosg( t)+2R2cos2e(t)] 

dt 


(B-2) 


119 


- 


. 


The  baseband  modulation  term 


d«(t) 

dt 


will  be  given  by 


/.v  _  d0<(t) 

'in(t)  '  dt  =  AmsinV 


(B-3) 


where  Am  is  the  peak  frequency  deviation,  \i<1  ,  and  w  is  the 
modulating  radian  frequency.  Now, let  all  the  trigonometric 
coefficient  terms  of  Eq.  B-2  be  approximated  by  their  four  term 
power  series  expansion,  i.e. 


cos  0=1-  +  JL-5  - 

2  24  720 


(B-4) 


o 

(here  the  truncation  error  is  approximately  0/40,320  or 
about  0.09%  at  0=  1.57  radians),  and 


2 

cos  0  = 


1  +  cos2e 


=  1 


3 


6 

e 


45 


o 

(here  the  truncation  error  is  about  0  /315  or  3.6%  at 
6 =  1.57  radi ans ) ,  and 


(B-5) 


•  A  a.  -  6 

sm  0  =  0 - 


5 


+ 


6 _ 

1 20 


7 

e 

5040 


(the  truncation  error  will 


be  about  6/362,880  or  about 


(B-6) 


. 


'  ■ 

. 


i  ?'  1 

' 


W 


121 


0.015%  at  6=  1.57  radians)  and. 


(B— 7 ) 


3  15  315 

(the  truncation  error  is  about  4e9/2835  or  about  7.7 1  at 


S=  1.57  radians) . 

While  the  approximations  of  Eq.  B-4  through  Eq.  B-7 
may  contain  relatively  large  truncation  errors  near  the  extremes 
of  their  range  of  applicability,  these  terms  are  often  multiplied 
by  coefficients  much  smaller  than  unity.  As  a  result  these 
approximations  will  be  considered  quite  accurate  when  0^<1.57 
radians  and  less  accurate  when  0  approaches  7l/2- 

Applying  the  approximations  of  Eq.  B-4  through  Eq. 

B-7  to  the  coefficient  terms  of  Eq.  B-2,  yields 
1  =  2Rcos6  +  R2cos2e  =  (1  +  R)2  -  (1  +  R)R62 


+  (R(l+4R)/2)e4 
-(R(l+16R)e6/360 


(B-8) 


and 


(l+R2+2Rcose)sinft=  ( 1 +R ) 2 e -(1+8R+R2)  e3/6 


+  0+32R+R2)  e5/120 
-(1+128R+R2)  a7/5040 


(B-9) 


and 


■ 


H 


. 


^  ' 


122 


1+R3  +  (3R2)R  cos  ©  +  2R2cos2@  = 

(1  +  R)3  -  (3R+4R2+R3)02/2 
+  R(3+16R+R2)G4/24 
-  R(3+64R+R2)o6/720 

Then,  substituting  Eqs.  B-8  through  B-10  into  Eq.  B-2  and 
rearranging  the  result  yields 

da (t )  n 

- -  =  2-  p6 

dt  n=0  n 

where  the  coefficients  are  defined  as 
PQ  =  (1+R)  (a^q  +  Amsinc^t) 

P-,  =  A0 

p  =  _J_  PoR(3+R) 

2  1+R  dt  2(1+R)2 


+  Ru'(R2+1  6R+3) 

24 (1+R) 2 


u’(R3+64R2+13R) 

720  (1+R) 2 


P3  =  A0(1+8R+R2) 

6  (1+R) 2 

P.  =  -R(1+4R)  de 

12(1+R)2  dt 

P5  =  -A0(1+32R+R2) 

120 (1+R) 2 

P,  =  R  ( 1  +1 6R)  de 

360(1+R)2  dt 

P?  =  A  (1+128R+R2) 
5040 (1+R) 2 


(B-10) 


(B-l 1 ) 


V 

. 


. 


The  demodulated  output  frequency  (for  both  the  tuned  and  detuned 
cases)  will  be  giyen  by 


/  x  AoSin  (t) 

eou t  1  ~  wout  =[^+ - 7"  ]  (B-12) 

1+  Rcose(t) 

Applying  the  approximations  Eq.  B-4  to  Eq.  B-10  to  Eq.  B-12, 
yields 


eout(t)  =  Wo  +\^i  r/""1  <b-13> 

where  the  1 R '  terms  are  defined  as  follows: 

Rt  =  1/O+R) 

R2  =  (2R-1 )/6 

R,  =  (1-13R  +  16R2)/120 

R4  =  (-1  +  60R  -  279R2  +  272R3)/5040 


The  series  approximation  Eq.  B- 11  to  the  locking  equation 
Eq.  B-2  will  now  be  solved  by  the  application  of  the  "successive 
approximation"  technique  ^  ^  #  The  nonlinear  phase 

equation  Eq.  B-2  is  only  weakly  nonlinear  for  most  of  the  input 
conditions.  Therefore,  it  is  expected  that  only  a  few  iterations 
will  be  required  to  arrive  at  an  accurate  solution.  The 
mechanics  of  the  technique  are  as  follows.  First  the  nonlinear 
equation  Eq.  B-ll  is  linearized  by  solving 


’ 


' 


.  - 


124 


P,e0=  P 
1  °  o 


(B-14) 


where  the  shortened  notation  is  used  i.e.  &  ~  e  (t).  The 

o  o 

solution  to  Eq.  B-14  after  the  transient  has  become  negligible 
will  be 

=  (1+R) 


+  sin  [wmt  -  tan 


/  Jm 


/ 


l 


(B-15) 


Eq.  B-15  may  also  be  expressed  in  exponential  form.  To  refine 
this  solution  e  ,  the  recursive  procedure  will  be  to  substitute 
0Q  into  Eq.  B-ll  in  the  following  manner. 


de, 

dt 


+  P-,9,  = 


Po  + 


7  n 

I  Pne<, 

n=2  n 


where  G-,  =  ©-,  (t)  and  PQ  through  P7  have  been  evaluated  at  0 
The  new  solution  0,,  will  have  the  general  form 


(B-l 6) 
o* 


Go  +  Gk[  sinkumt  +^] 


(B-l 7 ) 


where  G  ,  G,  and  <2$,  are  the  combined  constants  that  result  from 
o  k  ~  k 

the  solution  of  Eq.  B-l 6 .  More  accurate  solutions  forS(t)  may 
be  found  by  repeating  this  procedure  for  @2*  That  is,  substitute 
G  in  place  of  in  Eq.  B-l 6,  evaluate  PQ  through  P 7  at©,,  and 
replace  0]  by©2.  This  process  continues  until  the  "new" 


. 

. 


xj 


125 


solution  has  the  required  degree  of  accuracy.  This  outlined 
procedure  will  be  rapidly  converging  for  the  "weakly"  nonlinear 
equations  involved  here.  The  resultant  solution  &(t)  will  then 
be  substituted  into  either  Eq.  B-12  or  Eq.  B-13  for  the 
solution  of  the  demodulated  output;  namely , toouf 

To  mechanize  the  recursive  technique  to  solve  for6(t) 
a  few  modifications  were  required  to  some  of  the  equations. 

The  form  of  the  sinusoidal  solution  for  0o(t)  is  rewritten  in  its 
exponential  form,  i.e. 

J’V  -JV 

e„(t)=  Bo  +  Bie  +  C-j  e  111  (B-18) 

where  the  coefficients  are  defined  as 

B0=(l+R) 

Br-jAm(l+R)/2(A0+j^) 

To  compute  further  solutions  of  &(t)  in  the  exponential  form 
it  is  only  necessary  to  automate  the  calculation  of  the  product 
of  the  following  two  series.  Let 

M  .  . 

r-  3  rut  -jra  t 

a=A  +2.  [A  e  m  tie  ^  ]  (B-19) 

r=l 


. 


... 


. 


■ 


126 


and 


M  j  rca  t 

b=  Bn  +  H  tBr  e  m  +  BN, 
0  r=l  r  1 


] 


(B-20) 


where  A  refers  to  the  coefficients  of  e  and  AN  refers 

I  •  , 

-jru  t 

to  the  coefficients  of  the  conjugate  e  m  .  Let  this 
definition  also  apply  for  B^  and  BN^  in  a  similar  fashion.  The 
product  of  these  two  series  may  be  written  (for  the  case  of  M  =  N) 


as 


axb  = 


M 

A  B  +>~  (A  BN  +AN  B  ) 
o  o  v  r  r  r  r 
r=l 


M 


r=l 


M 

+ 1 
r=l 


r-1 

M 

i - 

A  B  +  YL 
r's  s  s=r+l 

+B  A  +A 

o  r 

r-l 

M 

n 

S  =  1 

AN  BN  +Y~ 
r's  s  s=r+l 

s  s-r  s  s-r 


jnomt 


s  s-r  r  s-r 


+B  AN  +  A  BN 
or  or 


t 


(B-21) 


By  the  use  of  Eq.  B-21,  the  product  of  0  .  (t)  may  be 
computed  automatically  without  the  cross  terms  that  would  be 
involved  when  Eq.  B-17  is  used.  Therefore,  when  the  technique 


- 


hi  mm I 


. 


described  in  Eq.  B-16  is  generalized,  the  result  is 


^  *  'A*'  '  *  S  "»< 


(B-22) 


where  Pq  through  Pj  are  calculated  at  and©^  is  the  i+1 
approximation  to  6(t).  Then  the  solution  0.j  (t)  may  be  expressed 
in  general  notation  as 


.  .  M  jkiL>  t 

■  D0  +  H  [  Dk  e  m 

k=l  K 

where  M  is  limited  to  20. 


-jk03  t 

+  DNk  e  m  ] 


(B-23) 


The  following  criteria  were  used  to  determine  when  the 
successive  approximation  0^+1  made  for9(t)  is  sufficiently 
accurate  to  halt  further  iterations: 

a)  comparing  the  relative  change  in  the  fifth  harmonic 

j5u)  t 

amplitude  (i.e.  the  coefficient  of  e  )  after 
each  iteration  and  stopping  this  procedure  if  the 
new  calculation  produced  a  change  of  less  than  o.5%, 
and , 

b)  comparing  the  relative  change  in  the  fundamental 

amplitude  (i.e./D,  +  DN,  )  and  stopping  the 

calculations  when  this  change  is  less  than  0.02%, 
and , 

c)  limiting  the  highest  order  of  M  to  20. 


V 


•H 

’ 


. 


jrag 


Then  the  calculated  sol ution  &.+1  is  substituted 
into  Eq.  B-12  for  a  quantitative  solution  of  the  output 
frequency;  namely, 


AoSin  6.+1  (t) 


enut (t )  + 

out  0  1  +  Rcos6.+1(t) 


(B-24) 


In  terms  of  the  series  solution  (which  will  now  be  used  to 
define  the  output  frequency  in  terms  of  its  harmonic  components) 
Eq.  B-13  becomes 


eout(t)  wo  Rn0i+1^ 

(B-25) 

Both  of  these  solutions  for  e  t(t)  may  be  considered  as  the 
steady-state  solutions  for  the  output  frequency.  To  compare 
the  output  frequency  with  the  input  frequency  it  is  convenient 
to  resolve  the  output  into  its  magnitude  and  phase  representation, 

i  .e. 


M 

eout(t)  =  G0  +£i  [  Grsin  (rtint  +  *P]  (B-26) 

where  Gq  represents  the  dc  offset,  Gr  the  amplitudes  of  the 
harmonics  and  <f>^  the  associated  phase  shifts,  and  M  is  limited 
to  20. 


The  output  demodulated  frequency  will  now  be  compared 
to  the  ideal  input  frequency  by  the  subtraction  of  the  input 
Eq.  B-3  from  the  output  waveform  Eq.  B-26.  Consequently,  the 


■ 


, 


undesired  part  of  the  output  will  be  given  by 


A t)=  G  +  (G-, -A  ) s i n [w  + 
outv  '  o  v  1  nr  L  m  v  1  A 


M<20 

+  Z  [G  sin  (rw  t  +  jZ^)] 
r=2 


( B- 27 ) 


The  three  types  of  transmission  distortion  that  Eq.  B- 27 
illustrates  are: 

a)  the  gain  variation  as  a  function  of  modulating 
frequency,  i.e. 

|g|=  201og[G-,/Am]  (B-28) 


b)  the  phase  delay  distortion  of  the  fundamental 
(  refer  to  Chapter  IV,  and  Eq.  4.2-7),  i.e. 


AG  (degree )=  it  (  ^ 


c)  the  nonlinear  distortion  of  the  fundamental 
output  (expressed  in  percentages)  will  be 


M120 

ND ( % )  =  100x[  XL 
r=2 


/  G 


1 


(B-29) 


(B-30) 


where  the  dc  offset  is  not  considered  as  part 
of  the  harmonic  content. 

Chapters  V,  VI,  VII  display  the  results  of  the  application 
of  the  method  of  successive  approximations  as  outlined  here^ 
to  the  generalized  Adler's  nonlinear  differential  equation. 


•••  . 


/ 

.