The Turkish Brother of the Forty QRP Transceiver: EFE Is Born
That summer, when a heatwave swept across Europe, Luc Pistorius published the details of a QRP single sideband transceiver operating on the 40-meter band in the July 2003 issue of Megahertz: the Forty. I remember carrying the magazine with me and studying it until morning at the hotel where I worked nights (yes, I completed my PhD while working night shifts at a hotel!). I especially never forgot the last sentence of the article: “Despite its deliberate simplicity, this transceiver is not a toy.” A year earlier, in the August 2002 issue of the same magazine, Mr. Pistorius’s Toucan CW transceiver for the 30-meter band had also been published, and I had been quite tempted by that one as well. Anyway, in the end, amid all those financial constraints, the rumbling of my stomach prevailed; I buried both the Forty and the Toucan in my heart (!) and carried on with my life.
Time passed, and when I returned to Turkey, I learned that a group of amateurs, led by TA1AC Çetin Ağabey, had prepared kits of the Forty and a frequency counter that could be used with it, and that these were being sold as kits at Başak Elektronik in Abed Han in Karaköy. I obtained one of each. I built the frequency counter, but alas, I couldn’t even touch the Forty because it was time for my military service. My year as a reserve officer came and went. But my mobility never stopped. I went to Cyprus for work, and our Forty board was left orphaned again. At one point I intended to finally build it and even carried it there with me, but somehow my mind drifted to my first love, the Toucan. I left the Forty aside and built a Toucan instead, but since I didn’t really know CW properly, I never quite boxed it up and made it fully operational. In the meantime, I changed jobs and returned to Istanbul.
It was during this period, when I had finally begun to devote serious time again to amateur radio, that Mustafa Bey’s message appeared on the forum. You can imagine how happy I was. A week later, the boards for both the transceiver and the VFO were in my hands. Naturally, the first thing I did was to start removing components from the Toucan and the old Forty boards. I used most of those parts in the construction of the EFE-40 (and later the EFE-20).
Technical Specifications – Differences Between EFE QRP and FORTY QRP
Now that we have covered the historical background (!), let us move on to the technical part. I mentioned that the EFE is an improved version of the Forty. We should talk a bit about the differences between the two transceivers. First of all, it should be emphasized that Luc Pistorius continued to develop the Forty after August 2003. You can see this evolution by clicking the links on the relevant page. For example, the earliest versions did not even have a digital frequency display. Later came the PLL-synthesized Forty 2. As far as I understand, the version Mustafa Bey used as the basis while developing the EFE was the Forty 1B. What he essentially did was to eliminate some of the shortcomings that amateurs had complained about in the Forty’s circuit and to combine it with a variable frequency oscillator similar to the one in the Forty 2—but using DDS instead of PLL. Fortunately he did, and we owe him our thanks. There were amateurs in Turkey who had built the Forty 1 and Forty 2, but thanks to Mustafa Bey’s detailed explanations, his support, and the well-prepared circuit boards, we really experienced a QRP boom. 🙂
As for the points that were improved:
- Luc Pistorius designed the Forty according to the components he could find in France. Two of these parts are really difficult to obtain, and even if you can find them, they are very expensive. The first is the SSM-2165 integrated circuit from Analog Devices, which he used for microphone compression. Mustafa Bey solved this problem by redesigning the microphone input to work with a capacitive microphone and by using a TL072 op-amp to provide both pre-amplification and compression, thus eliminating the need for the SSM-2165.
- The second issue concerns the Neosid 5164 intermediate frequency (IF) transformers, four of which are required in total. It is possible to find other miniature transformers with similar values, but almost all of them measure 10×10×10 mm, which makes them somewhat bulky. This particular series from Neosid, however, measures 7.5×7.5×10 mm. For this reason, Mustafa Bey designed the PCB with traces and holes for both 7 mm and 10 mm transformers, making it possible to use whichever suitable transformer is available. I will provide more detailed information about this topic below.
- To increase the somewhat insufficient audio level of the Forty, he amplified the signal in the receive section after the second mixer and the demodulator, again using a TL072 op-amp.
- In the Forty, automatic gain control (AGC) occurs when an LED conducts only during the negative portion of signals whose peak-to-peak voltage exceeds 0.6 V (for very strong signals, a second diode comes into play, further reducing the signal level entering the mixers). In the EFE, however, the signal taken from the low-frequency preamplifier is amplified by a transistor and used both for the S-meter and for gain control. Naturally, an S-meter output circuit—absent in the Forty—was also added to the design.
- In addition to these changes, Mustafa Bey placed a higher-gain transistor at the output of the crystal filter in the receive section, moved the aluminum heat sink onto the PCB, and provided a VFO input with an adjustable resistor. He also added screw terminals—which I find very practical—to make the connections between the PCB and external components easier.
- Of course, for all these changes, he also redrew the PCB layout and the circuit diagram. The dimensions of the EFE boards are: RF board 120×95 mm, DDS board 115×54 mm.
Construction of the EFE-40: Some Observations, Tips and Suggestions
Now that we have also touched on the differences between the two devices, we can move on to notes about construction, adjustments and operation:
- As I mentioned, I obtained the EFE PCBs from Mustafa Bey. I started by assembling the DDS board. Apart from the SMD AD9833 integrated circuit and a few SMD capacitors around it, there is nothing particularly difficult here. When mounting the DDS board on the inside of the front panel of the enclosure, I had to move some components that were originally on that side to the back because of space constraints, but that was a matter of personal preference. When connecting the encoder to this board, make sure that the A and B terminals are wired correctly. If you do not like using a push-button encoder, you can use a separate button for menu operations; if I had had enough space, that is what I would have done.
- A 16F84 microcontroller controls the DDS chip. Mine came with the program already loaded when I received the boards. You can contact Mustafa Bey regarding this.
- The AD9833 integrated circuit is a DDS device capable of generating signals up to 12.5 MHz. Like all DDS circuits, it cannot generate signals at frequencies higher than half of the reference frequency (clock oscillator), so by using a voltage-controlled oscillator (VCO) designed for 25–27 MHz, you can make use of the AD9833 across this entire range. With a 25 MHz reference, it provides a resolution of 0.1 Hz, which is more than sufficient for this type of device. The circuit worked flawlessly with the 28.672 MHz VCXO that came with the boards.
Component Selection, DDS VFO, and Crystal Filters
Before starting the assembly, I carried out a careful effort to source the components. In all his explanations, F6BQU emphasized that using multilayer ceramic capacitors is important for good performance. In our country, however, it is very difficult to find places that sell such capacitors except for the larger ones designed for high voltage. For this reason, I ordered a kit containing various values from China via the internet, and additionally asked for plenty of commonly used values such as 100 pF, 1 nF, and 10 nF (note that not every capacitor labeled “multilayer” actually is one. Some are fake. It is best to buy from sellers you have previously purchased from). Before assembly, I measured the values of all passive components and discarded those that showed large deviations from their nominal values. All the cores I used were originals (Amidon and Micrometals) that I had also purchased from abroad. I avoid buying the binocular or toroidal cores found on the market in various colors but with unknown specifications, because if they do not have the required characteristics they only waste time.
Another component that required special care when sourcing for this circuit was the miniature transformers. As mentioned earlier, F6BQU used transformers from the Neosid company in all his circuits because he could obtain them in France, but acquiring these was a major problem. In Istanbul, many amateurs used transformers with pink and green cores that were available at Elmadağ Elektronik in the Karaköy İşhanı (unfortunately this wonderful shop closed in 2018 and turned into a “LED shop”). While working on my first Forty assembly, I had also bought and kept some of these. However, since there was no clear information about their exact values, I preferred to purchase TOKO KACSK3892 transformers from a seller in England instead of using the parts I already had. Of course, any other intermediate frequency transformer produced for 10.7 MHz with equivalent pin layout, winding ratio, and characteristics could also be used. Some friends even wound their own transformers. Later, when I built a precise LC meter, I measured these different transformers and took notes about them. Since this information might also be useful for other projects, I wrote a separate article on this subject, where you can find more detailed information.
For the single sideband filters in both receive and transmit, I used 4.9152 MHz HC-49U crystals that I was able to obtain at a reasonable price. Another suitable frequency between 4 and 6 MHz could also be used. Since it was mentioned on forums that they might have narrower bandwidth, I did not want to use the shorter HC-49S type crystals, although I also saw people who reported using them without problems. Do not forget to enter the crystal frequency into the DDS as the intermediate frequency. To do this, hold down the encoder button while applying power to the circuit. On the screen that appears, press the button again to move step by step through each digit, and rotate the encoder to change the number at that position. Since the intermediate frequency must be entered either as negative or positive, do not forget to change the sign as well. If you leave the number displayed there as “00000000”, it means that no intermediate frequency has been entered. In that case, the signal at the DDS output will remain at the frequency shown on the display.
After Construction: Adjustments and Tests
A few days after roughly adjusting the output power to about 4 watts (PEP of course) and completing the basic tuning, I managed to connect the battery that I was using to power the circuit with reversed polarity and burned almost everything from the power supply section and the output stage—from nearly the fourth mixer all the way to the final transistor! You may ask, “Why were you powering it from a battery?” In the apartment where I live, as in many buildings in our country, the mains grounding is problematic, and my simple power supplies cannot fully suppress the noise coming from the mains.
Anyway, as a result, I had to rebuild the output stage twice from scratch. In the meantime, finding the output transistor, the 2SC1971—or rather a genuine one—is very difficult. Even the ones I ordered from Greece for a high price turned out to be fake (the seller was someone I trusted; he was very surprised and immediately refunded my money, and I still continue to buy from him). Fortunately, TA3OM Mustafa Bey helped me with this issue, and the device was finally completed using the transistor he sent me. I also tried other transistors such as the 2SC2075, 2SC2078, and 2SC5739, but the highest output power was again achieved with the 2SC1971. Later, I found a seller in China who salvages these transistors from old equipment (probably medical devices), and I managed to obtain ten of them at a good price. Nine of the parts that arrived were in working condition.
After completing the receiver section of the device, I found a strong station and made the rough adjustments. I listened to traffic for a few days. Then I started working on the output stage, but because of three mistakes I made, finishing this stage took a long time. The first was that one of the intermediate frequency transformers I had removed from the Toucan and used in this build was defective. Assuming that the transformer could not be faulty, I kept struggling with the other components. Secondly, I had used a BN43-302 core instead of a BN43-202 in the L9 coil; I noticed this only while searching for another component and looking through the ferrites in my box.
After finishing the construction, I followed this procedure to make the adjustments: once I made sure that the BFOs were operating properly (using both an oscilloscope and a frequency counter), I soldered a wire to the relevant pins on the relay and shorted them so that the receiver would receive continuous DC supply voltage. After connecting a dummy load to the antenna connector and a pair of headphones to the audio output, I keyed the transmitter and spoke into the microphone while listening to my own voice. Using this method, I adjusted the microphone input level with P3, the single sideband balance with P4, and the BFO frequency with C63, leaving the settings where the sound seemed best to me. In the following days, when I had the opportunity, I connected the device to an antenna and further improved the adjustment by listening to my own signal this time with a commercial HF receiver (to make this receiver slightly less sensitive, I used only a 30 cm piece of wire as the antenna).
To house the circuit, I used the enclosure of an old power supply that I had on hand. Since its dimensions were close to those of the PCBs, making the front panel both attractive and functional was not particularly easy. I did not want to separate the display and the encoder from the DDS board. However, in order to position the board properly on the front panel of the enclosure, I had to solder the capacitor and the terminal block at the DC power input to the back side of the PCB. I chose a chassis-mount four-screw BNC connector for the antenna and a 2.1 mm connector for the DC power input. I designed the front and rear panel labels in MS Word and had them printed on suitable paper at a copy shop, then glued them onto the panels. After that, I installed the display, knobs, switches and connectors in their places and made the final wiring connections.
Next Stage: Improving the EFE-40 QRP
At first, I had prepared an old CB microphone to use with this device, but later I changed it because of a small issue that was bothering me. You can find my explanations about this and other modifications in my article titled “Improving the EFE-40.” Yes, of course there is more to come—did you think it was finished? The pursuit of perfection is an endless journey, my friends. :)