Power Sensor Calibration System Doubles as SWR and Return Loss Measurement Method: Part I
By John Swank, <%=company%>
Contents
Calibration system operating principles
Calibration and mismatch error
Basic SWR measurement techniques
Both SWR (standing wave ratio) and return loss are a measure of the divergence of a microwave device from a perfect impedance match, for example, 50 W. These parameters are mathematically interchangeable and result from scalar measurements, which may be required for a number of reasons. For instance, it is necessary to make sure that the devices under test (DUTs) meet their specifications—one of which is SWR. Also, modern measurement practices dictate the calculation of a quantitative accuracy value, which is affected by SWR at the port of a microwave device.
There are some obvious ways to measure SWR, such as a network analyzer. However, some less obvious ways may offer advantages, such as:
 Measuring SWR when a direct reading instrument is not available
 Obtaining results with traceable accuracy
 Employing the same equipment and test setup used in other measurements on the DUTs
The method described below uses a power sensor calibration system for SWR/return loss measurements. It is a scalar measurement system whose principal function is power sensor calibration. However, when combined with a return loss bridge, it can be used to characterize the SWR performance of passive devices or sensors. Thus, expanded use of this system eliminates the need to purchase separate equipment for SWR measurements.
Calibration system operating principles
A power sensor calibration system functions by providing a precisely known source of power, which is then measured by the sensor under test. The ratio of the measured value of power to the known value is the calibration factor, K_{1}, of the sensor. This is shown mathematically as follows:
where: P_{m} is the power indicated by the sensor/power meter, and
P_{rf} is the actual power from the precision source.
The calibration system itself has to be calibrated against a common standard to provide consistency in measurements. This is termed traceability, and is provided by having a traveling standard, a terminating mount, calibrated by the National Institute of Standards and Technology (NIST) or other calibration laboratories. This traveling standard is then used to measure the power emanating from the power source in the calibration system.
Calibration and mismatch error
Every calibration has associated with it an uncertainty value, which takes into account the inaccuracy and drift of all the instruments and devices used in the calibration. Accuracy is affected by connector repeatability, temperature stability of the thermistor mount standard, etc. A major source of error in any transfer of power from one instrument to another is due to mismatch. This can cause large errors, especially at higher frequencies.
Modern measurement techniques require these uncertainties to be calculated for each calibration point, and the values inserted into a measurement results report. To do this, sources of measurement error must be defined quantitatively. Typically, calibration software is used to calculate uncertainty values using measurement data files, etc.
The maximum error due to mismatch can be deduced from the SWR values of the two instruments or devices being connected together. The two devices in this case are the sensor being calibrated and the precision source, e.g., a feedthrough mount. Each of these devices has a specified maximum SWR. Table 1 lists the SWR specifications for a sensor and a feedthrough mount at various frequencies. The calculated maximum mismatch error induced in a transfer of power from one to the other is shown in the last column.
In general, maximum mismatch error, M, can be calculated from the following equation:
where _{1} and _{2} are the magnitudes of the reflection coefficients of the two impedances involved.  is related to SWR by the following equation:
where S is the SWR.
From these equations it can be seen that the lower the reflection coefficient, and hence the SWR, the lower the potential mismatch error during power transfer from one device to the other. Since SWR is a scalar quantity, it can only be used to estimate the possible error in the transfer. If actual SWRs are not known, the devices' specified SWRs can be used in the equation, under the assumption that they meet their specifications. However, if the actual SWR of even one of the devices is known, then a (presumably) reduced value of estimated maximum mismatch error can be calculated.
Users of power standards might have full "S" parameter data in the form of a published report that comes with the system. The only unknown should be the SWR of the sensor under test.
Basic SWR measurement techniques
Results from the various test setups can be expressed mathematically as follows:
Case 1. Total power is reflected from the short/open.
where P_{rf} is the power emanating from the precision source, P_{mr} is the power registered by the power meter attached to the terminating sensor, and K_{1r} is the calibration factor of the sensor.
Case 2. The DUT is attached to the bridge test port.
where P_{mt} is the power as now registered by the power meter attached to the terminating sensor, and K_{1t} is the equivalent calibration factor of the sensor. (The calibration factors are denoted by K_{1} as this is the normal identification of the calibration factor of a terminating sensor.)
In this measurement sequence the socalled calibration factors have little relevance to the performance of the terminating sensor. If calibration measurements are being performed by hand, all that is needed is the power meter readings. However, the calibration system software gives results in terms of calibration factors. To cover a large number of measurement frequencies, it is more expedient to use the software to generate calibration factors.
It can be seen from the equations that a calibration factor is proportional to measured power, so the two can be used interchangeably. Therefore, the return loss of the DUT is the ratio of the socalled calibration factors, i.e.,
Software for the calibration system described above was designed by TEGAM for calibrating sensors. This technique for measuring SWR makes use of that software. However, the current version of the software does not automatically calculate the calibration factor ratios, or perform other math functions associated with SWR measurements. At present, this is a manual task.
Still, the software can perform the averaging of the "Open" and "Short" reference measurements by calling up two runs, with a pause between the two, as required for testing connector repeatability. After the first run with an "Open" attached to the return loss Bridge, the software will wait while the "Short" is attached. The final set of results will be the average of the two measurements (Reference 3).
To Be Continued
References
 "100 mW Feedthrough Power Standard," Application Note #212 from TEGAM.
 "System IIA, Automatic Power Meter Calibration System," Manual IM198, from TEGAM, section 310
 "System IIA Software Operations," Manual IM235, from TEGAM, section 23.5.1.
Next week, TEGAM's John Swank will continues his discussion of how to conduct SWR and return loss measurements through power sensor test setups that reduce the need for additional test equipment for devices under test.
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