Tuesday, April 7, 2015

Revisiting L-Network Equations and Constraints

For those of you who would rather jump to the new L-Network equations rather than dive into their derivation, below, please go here:


***********************

I first mentioned this topic within my much longer post on L-Networks.  Because it addresses a commonly-held misconception regarding the application of L-Networks, I thought it deserved a post of its own.  


- Jeff, K6JCA  7 April 2015 


The selection of one L-network configuration over another (series-parallel versus parallel-series) is typically based upon a relationship between the load impedance's resistance and the "target" resistance that the load is to be transformed to.

Note that the load itself need only be characterized in terms of its resistance (Rload) to determine if a series-parallel or parallel-series L-network should be selected, even if the load represents a complex impedance (i.e. Zload = Rload + jXload).

These constraints are commonly defined to be:
  • Apply parallel-series L-networks if Rload < Rs
  • Apply series-parallel L-networks if Rload > Rs
But are these two constraints correct?

Let's examine them...

The four most typical L-networks are shown below, along with their commonly-defined constraints.  So, the constraint for selecting the Series-Parallel LsCp or CsLp L-networks is Rload > Rs, and the constraint for the Parallel-Series CpLs or LpCs L-networks is Rload > Rs.

(click on image to enlarge)

(Note that I am using the ARRL Handbook's convention of labeling the impedance that the load is to be transformed to as 'Rs' (i.e. the Source resistance).  Some authors use Zo in lieu of Rs as the target resistance.)

The two constraints I've defined above are what I call the "classical" L-network constraints, in the sense that they can be found throughout the literature on impedance matching.  The two Smith Charts, below, show the range of impedances associated with each constraint, i.e. the range of impedances that satisfy Rload < Rs and the range of impedances that satisfy Rload > Rs.   

Note that the two Smith Chart regions are mutually exclusive and therefore do not overlap.

The first Smith Chart shows the impedances (in the red area) that meet the Rload < Rs constraint.  And per the "classical" definition of this constraint, these impedances can be matched with a Parallel-Series L-network.


The second Smith Chart shows the impedances (in the yellow area) that meet the Rload > Rs constraint.  And per the "classical" definition of this constraint, these impedances can be matched with a Series-Parallel L-network.  


Note my comment in the figure, above, that the Rload > Rs constraint is too restrictive.  In fact, Series-Parallel L-networks can be used to match impedances outside of the Rload > Rs Smith Chart area, despite statements (that can be found in the literature) that a Series-Parallel L-network can be used only when Rload is greater than Rs.

Below is an example of one such a statement.  (My comments are in red).


Let me stress:  Series-Parallel networks are not limited solely to when Rload > Rs.  

Instead (as I will derive later in  this post), the constraints for selecting Series-Parallel and Parallel-Series L-networks actually are:
  • Apply parallel-series networks when Rload < Rs 
  • Apply series-parallel networks when Gload < 1/Rs
    Where Gload is the conductance term of Yload, Zload's equivalent admittance.

    Note that Yload = Gload + jBload, where Gload Rload / (Rload2 + Xload2) and Bload =  - Xload / (Rload2 + Xload2).

    In the figure below are two common Parallel-Series L-networks, CpLs and LpCs.  (I will mention two other Parallel-Series L-networks, LpLs and CpCs, later in this post.)


    Viewed on a Smith Chart, the Zload impedance "space" representing Rload < Rs has not changed from our original discussion, above, and it still looks like:


    As you can see, depending upon where Zload lies on the Smith Chart, a Parallel-Series L-network consisting of either an LpCs or a CpLs network will transform Zload to Rs.

    And in the figure, below, are two common Series-Parallel L-networks, LsCp and CsLp.  (I will mention two other networks, LsLp and CsCp, later in the post).


    With the new Gload < 1/ Rs constraint for Series-Parallel networks, the impedances that can be matched with a Series-Parallel network now look like:


    In other words, in the above diagram, depending upon where Zload lies on the Smith Chart, a Series-Parallel L-network consisting of either an LsCp or a CsLp network will transform Zload to Rs.


    The Overlap of Rload < Rs and Gload < 1/ Rs:

    If you examine the two Smith Charts, above, you can see that the Rload < Rs region and the Gload < 1/ Rs region are no longer mutually exclusive;  they now partially overlap.  

    Load impedances within this 'overlap' area can be matched to Rs with either a Series-Parallel or a Parallel-Series L-network, as the Smith Chart, below, shows (the overlap area is shown in light green).


    You can see that in the top 'light green' area, either an LpCs or an LsCp network can transform an impedance to be Rs.

    And in the bottom 'light green' area, either a CpLs or a CsLp network can transform an impedance to be Rs

    For the sake of completeness, let's examine the subset of the region of the Rload < Rs Smith Chart space where it does not overlap the  Gload < 1/ Rs space (i.e. this subset spans the region in which Gload > 1/ Rs).  The matching L-network is still a Parallel-Series network (CpLs or LpCs):


    Similarly, let's examine the subset of the region of the Gload < 1/ Rs Smith Chart space where it does not overlap the  Rload < Rs space (i.e. this subset spans the region in which Rload > Rs).  The matching network is still a Series-Parallel network (CsLp or LsCp).  


    The table below summarizes which L-network to use depending upon Zload's characteristics:

     

    L-Networks Consisting only of Two Inductors or of Two Capacitors:

    Finally, there are four more L-network cases that should be mentioned:  two L-networks that consist solely of two capacitors and two that consist solely of two inductors.  These can be configured as CpCs, CsCp, LpLs, or LsLp networks:


    You can see that these four networks can only transform loads in which the  Rload < Rs and the Gload < 1/ Rs regions overlap.  Therefore, they cannot span the entire impedance range represented by the Smith Chart, and so, in my opinion, they are of limited usefulness for applications requiring transformation of a wide range of impedances.


    To summarize, these new constraints are universally applicable to all eight L-network configurations:



    Let's now look at the Parallel-Series and Series-Parallel L-network design equations and their derivation.  And in doing so, I will point out the common flaw in the Series-Parallel derivation that resulted in the incorrect Rload > Rs constraint and how to derive the correct Gload < 1/ Rs constraint.


    Deriving the Parallel-Series Network Equations:

    Let's first derive the design equations for the Parallel-Series L-network -- these equations can be used to find the L-network component values for a specific impedance transformation.  

    We can draw a general form of this network with the parallel element a susceptance B and the series-element a reactance X(Note that both of these elements are assumed to be lossless,  For lossy networks, see this blogpost:  New Equations for Lossy L-Networks.)


    The load is complex: Zload = Rload + jXload And we want to transform it to be a resistance equal to Rs.

    The impedance looking into the network, Zin, is:

    Zin = 1 / (jB + (1 / (Rload + j(Xload + X))))

    Let's expand this further...

    Zin = (Rload + j(Xload + X)) / (1 + jBRload - B(Xload + X))

    Our goal is to select B and X such that Zin = Rs.  In other words:

    Rs = (Rload + j(Xload + X)) / (1 + jBRload - B(Xload + X))

    We can expand this equation and then separate out the equation's real terms and the imaginary terms.  If we do, we get the following:

    Equating the Real terms:

    Rs - Rload = BRsXload + BRsX

    Equating the Imaginary terms:

    X = BRsRload - Xload

    We can take that last equation, plug it into the X term of the previous equation, and solve for B.  The resulting equation will be in quadratic form and therefore has two solutions.  Each of these two solutions for B can then be plugged into the equation for X (the last equation above).  The final results are two B, X pairs:


    Solve for B and X, then convert the resulting reactances and susceptances into actual inductors and capacitors.  Note:
    • If B is negative, the component will be a shunt inductor
    • If B is positive, the component will be a shunt capacitor
    • If X is negative, the component will be a series capacitor
    • If X is positive, the component will be a series inductor
    Thus, the signs of B and X will determine what kind of network a particular B,X pair creates.  The choices are:
    • shunt-inductor, series-inductor (LpLs)
    • shunt-inductor, series-capacitor (LpCs)
    • shunt-capacitor, series-capacitor (CpCs)
    • shunt-capacitor, series-inductor (CpLs)

    Deriving the constraint  Rload < Rs:

    Note the term Rs-Rload under the square root sign.  This term must be not be negative for the answer to exist.

    In other words, the following condition must be met:

    Rs  ≥  Rload 

    However, it can be easily shown that if Rs = Rload, the solution is not a two-element L-network but a single series reactance. Therefore, for two-element L-Network solutions, we will only consider the cases in which Rs-Rload is greater than 0.

    And thus, setting Rs-Rload to be greater than 0 and then rearranging it, we have our constraint for parallel-series networks: 




    Let's now look at series-parallel networks.  First the classical approach (and I'll point out the error that is often made)...


    Deriving the Series-Parallel Network Equations (Method 1, the Classical approach):

    In a fashion similar to our analysis of parallel-series networks, we can draw a general form of the series-parallel network, with the series-element a reactance X and the parallel element a susceptance B.   (Again, both of these elements are assumed to be lossless,  For lossy networks, see this blogpost:  New Equations for Lossy L-Networks.)


    Again, Zload = Rload + jXload And again we want to transform the load impedance to be a resistance equal to Rs.

    The impedance looking into the network, Zin, is:

    Zin = jX +  1 / (jB + (1 / (Rload + jXload))

    Again, I'll set Zin equal to our target resistance, Rs.  Expanding the above equation and then separating out the resulting real and imaginary terms, we get:

    Real terms:

    B(XRload - XloadRs) = Rload - Rs

    Imaginary terms:

    X = (BRsRload - Xload) / (1 - BXload)

    The real-term equation can also be solved for X:

    X = 1/B + (XloadRs)/Rload - Rs/(BRload)

    Through X, we can now equate this last equation to the previous one and solve for B.  Again, the results for B are in the form of a quadratic equation whose solutions are two roots, as shown in the equation below.  These two roots, when calculated, are then substituted into the second equation below (which is our equation for X, from above):


    The results are again two pairs of susceptances and reactances that can then be converted into actual component values.  Note:
    • If B is negative, the component will be a shunt inductor
    • If B is positive, the component will be a shunt capacitor
    • If X is negative, the component will be a series capacitor
    • If X is positive, the component will be a series inductor
    Thus, the signs of B and X will determine what kind of network a particular B,X pair creates.  The choices are:
    • series-inductor, shunt-inductor (LsLp)
    • series-inductor, shunt-capacitor (LsCp)
    • series-capacitor, shunt-capacitor (CsCp)
    • series-capacitor, shunt-inductor (CsLp)

    The next step is to define under what conditions the above equations give valid solutions, and this is  where this derivation often takes a wrong turn!

    The classical approach will typically state that the quantity under the second square root (i.e. Rload2 + Xload2 - RsRload) must be positive and that this condition is met when Rload > Rs.

    But is the quantity under the second square root positive only when Rload > Rs?

    As it turns out, Rload2 + Xload2 - RsRload is positive when Gload < 1/Rs, which encompasses a larger range of impedances than those encompassed by the original "classical" constraint of Rload > Rs.

    Let's prove this conclusion mathematically...

    Deriving the constraint Gload < 1/Rs:

    The equation under the second square root sign in the equation for  B is: 

    Rload2 + Xload2 - RsRload

    And has been stated, this equation must be not be negative for the equations' results to exist.

    Thus, we have the equation: 

    Rload2 + Xload2 - RsRload  0

    However, it can be shown that if the above equation equals zero, the matching network is not a two-element L-Network but a single shunt susceptance.  If we ignore this special case, the above equation becomes:

    Rload2 + Xload2 - RsRload > 0

     Rearranging this equation, we have our new constraint for series-parallel networks:



    Note at the complexity of the derivation of the Series-Parallel set of equations compared to the earlier derivation of the Parallel-Series equations.  Given the symmetry between the two "match spaces" when plotted on a Smith Chart, is there were a way to derive the Series-Parallel equations in a less complicated way?


    Deriving the Series-Parallel Network Equations (Method 2, the Admittance Approach):

    Let's use the following diagram for a Series-Parallel L-network and redefine the input and output impedances to instead be admittances.:


    This drawing is equivalent to the series-parallel diagram earlier in the post, except now the load is expressed as an admittance.

    And rather than writing an equation for Zin, the impedance looking into the network, I'll instead write an equation for Yin, the admittance looking into the network.

    The equation for Yin is:

    Yin = 1 / (jX + 1/(Gload + j(Bload + B)))

    If I expand this equation and then equate the imaginary terms on either side of the "equals" sign and then do the same with the real terms in the equation, I get the following two equations:

    Real terms:

    Yin - Gload = YinX(Bload + B)

    Imaginary terms: 

    B = YinXGload - Bload

    If I plug this last equation into the previous one and solve for X, we'll again get a quadratic equation.  The equations representing the two roots of this quadratic equation can then be plugged into the X term in the equation above for B.  The results will be two X,B pairs:

    (Note the similarity in form with the parallel-series equations derived earlier.)

    Recall that our target impedance for Zin was the resistance Rs.  Yin is just the reciprocal of Zin and so our target is its conductance 1/Rs -- when solving these equations, this is the value you'd substitute into Yin.

    Again, for the solutions to exist, the terms under the square root sign must not be negative.  And again, ignoring the special case of Yin = Gload (in which the matching network is a single shunt susceptance, not a two-element L-Network), the equations' constraint becomes:


    Not surprisingly, this is the same constraint that we found for the earlier series-parallel network analysis.  But note how much simpler the design equations are.

    If you'd like to verify that both sets of equations produce the same results, keep in mind that:

    Gload = Rload / (Rload2 + Xload2)
    and
    Bload - Xload / (Rload2 + Xload2)



    More Interesting Facts

    Given the new constraint for series-parallel networks (Gload < 1/Rs), these equations allow the entire Smith Chart to now be analytically "matched" to a target impedance with just a pair of networks.

    If physically realized, a simple toggle-switch can select the appropriate network for the appropriate Smith Chart region.  For example, a switch-selectable LsCp -- CpLs network pair can span the Smith Chart, as can a switch-selectable CsLp -- LpCs pair of networks:  


    Here are the regions covered by the CsLp -- LpCs pair.  One network spans the yellow region, the other spans the non-yellow region.

    (click on image to enlarge)

    And here are the regions covered by the LsCp -- CpLs pair:

    (click on image to enlarge)

    If I'd used the original constraints (specifically Rload > Rs for series-parallel networks) to select networks for, say, a computer-driven analysis of matching networks as the load is rotated around a Smith Chart's "circle of constant SWR" (as I did in this post: L-Networks ), there would be a large swath of the circle where I would be missing networks.

    For example, suppose I wanted to analyze component values required for a CsLp -- LpCs switch-selectable network.  I won't have calculated matching networks for the entire bottom part of the chart because, if I use the original constraints, neither network will create a match for impedances within that area! 

    (Click on image to enlarge)

    (Note the same issue exists for the LsCp/CpLs duo, but in this case the top part of the Smith Chart cannot be matched by the CpLs configuration.)

    Of course, in actual life this isn't the case. If I built the networks, I would find that they covered the entire constant-swr circle.  The fact that an analysis missed part of the circle is solely due to the incorrect constraint used for the analysis.  And if we instead used the correct constraint, Gload < 1/Rs, our analysis would be fine.


    Examples of incorrectly derived Series-Parallel constraints:

    The following websites incorrectly derive the constraint for applying Series-Parallel L-networks.  Below are several examples.

    http://www.ece.msstate.edu/~donohoe/ece4333notes5.pdf

    http://www.ittc.ku.edu/~jstiles/723/handouts/section_5_1_Matching_with_Lumped_Elements_package.pdf

    https://uspas.fnal.gov/materials/10MIT/Lecture11.pdf

    (A number of other sites skip the derivations, but still incorrectly state the the Series-Parallel network should be used when Rload > Rs and the Parallel-Series network should be used when Rload < Rs).


    My Related Posts:

    A quick tutorial on Smith Chart basics:
    http://k6jca.blogspot.com/2015/03/a-brief-tutorial-on-smith-charts.html

    Plotting Smith Chart Data in 3-D:
    http://k6jca.blogspot.com/2018/09/plotting-3-d-smith-charts-with-matlab.html

    The L-network:
    http://k6jca.blogspot.com/2015/03/notes-on-antenna-tuners-l-network-and.html

    A correction to the usual L-network design constraints:
    http://k6jca.blogspot.com/2015/04/revisiting-l-network-equations-and.html

    Calculating L-Network values when the components are lossy:
    http://k6jca.blogspot.com/2018/09/l-networks-new-equations-for-better.html

    A look at highpass T-Networks:
    http://k6jca.blogspot.com/2015/04/notes-on-antenna-tuners-t-network-part-1.html

    More on the W8ZR EZ-Tuner:
    http://k6jca.blogspot.com/2015/05/notes-on-antenna-tuners-more-on-w8zr-ez.html  (Note that this tuner is also discussed in the highpass T-Network post).

    The Elecraft KAT-500:
    http://k6jca.blogspot.com/2015/05/notes-on-antenna-tuners-elecraft-kat500.html

    The Nye Viking MB-V-A tuner and the Rohde Coupler:
    http://k6jca.blogspot.com/2015/05/notes-on-antenna-tuners-nye-viking-mb-v.html

    The Drake MN-4 Tuner:
    http://k6jca.blogspot.com/2018/08/notes-on-antenna-tuners-drake-mn-4.html



    Standard Caveat: 
    I could have easily made a mistake anywhere in this blog post.  If something looks wrong, is unclear, or doesn't make sense, please feel free to contact me!

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