Waves and Devices Chapter of IEEE Phoenix

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Waves and Devices Chapter of IEEE Phoenix Rotor Blade Modulation November 19, 2014 Ron Lavin Assoc. Technical Fellow The Boeing Company Mesa, Arizona ronald.o.lavin@boeing.com

Contents Introduction to Rotor Blade Modulation (RBM) RBM Effects on Antennas Representation Conventions Quasi-Stationary Analysis Doppler Bandwidth and Angular Sampling RBM Examples Example #1: RBM of HF Towel Bar On Helicopter Example #2: RBM of VHF Blade On Helicopter Example #3: Wiper Modulation of FM Windshield Antenna Example #4: RBM of UHF Satcom On Helicopter Example #5: RBM of GPS On Helicopter Example #6: RBM of Ku Band Satcom Mitigation Strategies Further Reading 2

Rotor Blade Modulation (RBM) Definition: Rotor blade modulation (also called rotor modulation) is the degradation of the communication channel due to rotating rotor blades. Rotor blade modulation can involve many variables: 1. Frequency and polarization of the victim signal 2. Observation angle about the helicopter 3. Type and element radiation pattern of the antenna 4. Antenna mounting location 5. Helicopter airframe geometry 6. Aircraft attitude and flight mode 7. Blade geometry, e.g. the chord, length, shape, composition, and # of blades 8. Complex motions of the rotor blades (pitch, tilt, coning, flapping, etc.) 3

Effects on Communications (1) Periodic scattering and blockages of radiation resulting in pattern distortion (2) Modulation of input impedance (3) Periodic depolarization of radiation resulting in pattern distortion (4) Doppler effects Important considerations are rotor blade width (W), wavelength (l), proximity to the antenna, and relative orientation When l << W and not in near field, simple blockage model works When l >> W and not in near field, we can use simple wire model of blade In coupling model for direct far field calculation For l/w@1 (or in near field or when in doubt) use full wave code to capture all interactions 4

RF Frequency Common Representations Rotor Position 3D Modulation Pitch Plane Yaw Plane Roll Plane Doppler Spectrum 5

Quasi-Stationary Analysis Jean Van Bladel s 1976 IEEE paper Electromagnetic Fields in the Presence of Rotating Bodies introduced the quasi-stationary analysis technique. In quasi-stationary analysis, each rotor position is treated as a separate, independent snapshot. Relativistic effects are ignored with this approach, as rotor blade speeds are far below the speed of light. Modern computational electromagnetic modeling tools such as CST Microwave Studio enable quasi-stationary analysis to be performed quickly and conveniently through parameter sweeps of rotor positions. 6

Recovery of Doppler Where Doppler frequency shifts matter (such as with DS/SS or FH/FM waveforms), a Doppler analysis must be included. Recovery of Doppler from quasi-stationary snapshots of gain involves a straightforward Fast Fourier Transform on Gain(time) to obtain Gain(Frequency). The number of snapshot rotor positions must be sufficient for the frequency of interest. Determining this requires we know the Doppler bandwidth. 7

Doppler Bandwidth Calculation The maximum Doppler frequency is Rw r /l, where: R is ½ the tip-to-tip length of the rotor blade w r is the angular rotor velocity l is the carrier wavelength. The Doppler spectrum of magnitude and phase is a collection of frequency components residing at w ± nw 0, where: w is the operating frequency of the antenna N b is the number of blades w 0 is the fundamental angular velocity N b w r n is an integer between 0 and N-1 inclusive w r is the angular rotor velocity (assumed to be constant) N is the number of samples per period. 8

Rotor Blade Angular Sampling Example: Calculate the required number of position samples for the rotor blades for 5 khz for a 4 rotor blade system that spins at 4.86 cycles per second. Doppler BW = nw 0, where 0< n < N = n x 122.15 radians/second x 1 cycle/ 2p radians Solving for n = N-1 using 5 khz for Doppler BW: BW = (N-1) x 122.15 / (2p) N = (2p) x (5000+122.15) / 122.15 = 258.06 samples per 360 degrees =.71683 The required angular blade position sampling is about every.7 degree. 9

Rotor Blade Angular Sampling For the same system in the previous example, the table shows the blade position samples and angular sample spacing required for the maximum Doppler bandwidths for a few frequencies. Frequency Max Doppler BW (Hz) Required Samples per 360 degree Rotor cycle Sample Spacing (Degrees) 10 MHz 1.1842 6.3408 56.7744 100 MHz 11.8422 6.8888 52.2585 1000 MHz 118.4222 12.36834 29.1065 10 GHz 1184.2224 67.1635 5.3601 40 GHz 4736.8896 249.8139 1.4410 10

Rotor Modulation Effects on Signals Rotor blade interference is periodic and alters the amplitude, phase, or frequency of the desired signal. Amplitude effects tend to be the most severe, and waveforms dependent upon amplitude modulation (e.g. VHF-AM) are the most severely affected. Phase modulation and frequency modulation waveforms are also affected by Doppler effects of the moving rotor, multipath interference. The next several examples illustrate the effects at different wavelengths for practical applications. 11

HF Rotor Modulation Most severe type of RBM Blades are resonant with wavelength Blades are in near field at HF Tip: Know your helicopter blades ½ l resonant frequency. This frequency will usually give maximum RBM. 12

HF Input Impedance Severe modulation of antenna Input Impedance A Smith Chart plot (not shown) reveals the modulation affects both radiation resistance and reactance. Therefore reactive tuning alone will not eliminate this effect. 13

HF Surface Currents Currents on antenna and airframe vary widely with blade position. Note the variability of the magnitude of the currents on the blades. 14

HF Patterns Severe pattern distortions and introduction of geometry and wavelength specific nulls and lobes The effects are due to alteration of radiating currents on the airframe and blades creating widely differing patterns This is not seen at much higher frequencies where pattern distortion is due mainly to far field scattering. 15

VHF Rotor Modulation Less severe modulation of antenna Input impedance than HF. Note the input impedance differences are narrowband. This shows the frequencies at which the blade resonates. The radiated energy couples back to the antenna and returns to the source as an input reflection. 16

VHF Patterns Rotor modulation decreases with frequency Worst rotor modulation is under 100 MHz Doppler shift is not significant 17

Commercial FM Periodic Modulation Several years ago, windshield antennas were popular on cars for AM/FM radio reception. Wiper blades can periodically interference with windshield antennas. Composition of blades matters. FM antenna in glass, metal wiper blades 18

FM Patterns and Input Impedance Modulation of Antenna Input impedance is significant Pattern distortion is significant and due to antenna to blade coupling, resulting in periodic alteration of currents on the antenna 19

FM Patterns and Input Impedance Performance is shown for a rubber wiper blade. Note a slight change in input impedance but virtually no pattern change. For rubber, e r =3. 20

UHF Rotor Modulation A UHF satellite communication antenna is shown at right which requires field of view through the rotor blades. At UHF, far field effects dominate. UHF wavelengths are large compared to blade width, so diffractions help reduce periodic blockages. Rotor modulation of input impedance at UHF is significant. 21

UHF Patterns UHF wavelengths are large compared to blade width, so diffractions help reduce periodic blockages The diffractions construct and destruct in the far field due to phase differences 22

GPS Rotor Modulation L Band wavelengths, such as GPS signals, are near blade width. Two GPS Antennas: Forward and Aft Tail Rotor RPM = 4 x Main Rotor RPM Diffractions help reduce periodic blockages but blockages are the dominant effect. Input impedance effects are diminished. 23

Forward GPS Under Main Rotor GPS Patterns Aft GPS By Tail Rotor 24

Ku Band Rotor Modulation Shown at right is a Ku band satellite communications antenna with field of view through the rotor blades. Ku Band wavelengths are smaller that the blade width. Periodic blockages are the dominant effect. 25

Ku Patterns 26

RBM Mitigation Strategies 1. Adding link margin helps especially at lower frequencies. 2. Increase physical separation between source antenna and rotor blades 3. Antenna diversity can help mitigate rotor modulation choose asymmetrical locations. 4. Polarization diversity can help mitigate rotor modulation use circular polarized elements, or use separate cross polarized elements. 27

Advanced Mitigation Strategies 5. Techniques used in commercially available through-the-rotor modems include fast rate automatic gain control signal conditioners to provide high rate gain boost to rotor-modulated signals, tuned or modified protocol layers which provide bursty transmissions, are tolerant of packet drops, and use tuned sliding window protocols. 6. Doppler spectrum issues may be encountered. This is more important for satcom and other extremely high frequency/ high data rate systems using variants of frequency or phase modulations, and it is difficult to alleviate these problems without advanced signal processing algorithms. 28

Further Reading (1) Title Author Publisher Date An Analysis of Helicopter Rotor Modulation Interference Ivan Kedar IEEE 1973 Electromagnetic Fields in the Presence of Rotating Bodies Jean Van Bladel IEEE 1976 Computational and Experimental Analysis of Scattering by Tardy, Piau, Chabrat, IEEE 1996 Rotating Fans Rouch Masters Thesis -- Coupling between multiple wire antennas Stavros V. ASU 1998 on complex structures Georgakopoulos Rotor Blade Modulation on Antenna Amplitude Pattern and Birtcher, Balanis, IEEE 1999 Polarization: Predictions and Measurements DeCarlo Cosite Interference Between Wire Antennas on Helicopter Structures and Rotor Modulation Effects: FDTD Versus Measurements Georgakopoulos, Balanis IEEE 1999 Rotor Modulation of Helicopter Antenna Characteristics Polycarpou, Balanis IEEE 2000 On the Effects of Rotating Blades on DS/SS Communication Systems Zhang, Amin, Mancuso IEEE 2000 29

Further Reading (2) Title Author Publisher Date Helicopter Rotor Blade Modulation of Antenna Radiation Characteristics Characteristics of the Rotating Blade Channel for FH/FM Communication Systems Polycarpou, Balanis IEEE 2001 Zhang, Hoorfar, Mancuso, Nachamkin, Amin IEEE 2001 Ka-Band Satcom in A2C2S Cerasoli IEEE 2004 FDTD Modeling of Helicopter Antenna Pattern Rotor Birtcher, Balanis IEEE 2005 Modulation Rotor Modulation Reduction Via Spatial Diversity Balanis, Birtcher, ASU/AHE 2005 Yang, Huang Communication Channel Model with Rotor Modulation Fading Balanis, Birtcher, Yang, Huang, ASU/AHE 2006 Broadband Cosite Analysis of V-22 Airframe using CST Microwave Studio Kononov,Bevelacqua Willhite 2009 CST UGM, Dallas 2009 30