Joseph Nino-Hernes, AES Member. Simplistic Recording Concepts. By, Table of Contents:

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Simplistic Recording Concepts Technical Paper Introduction to Analog Audio Tape Recording: A Paper Discussing The Basic Phsical and Electrical Process b Which Sound is Recorded Onto Analog Magnetic Tape B, Joseph Nino-Hernes, AES Member Simplistic Recording Concepts Table of Contents: 0.) Introduction 1.) Review of the Oersted effect.) Parts of a magnetic tape recorder.1) The transport and headblock assembl.) Input output modules.3) VU meters.4) Record amplifiers and equalizers.5) Bias oscillator and amplifier.6) Repro amplifiers and equalizers 3.) Analog magnetic tape recording and reproduction: The Process 3.1) Erase head 3.) Record head 3.3) Reproduce head 4.) Conclusion and personal note 5.) Bibliograph Januar 005 1

Introduction: Analog tape recording and reproduction is a relativel simple concept. It relies heavil on the Oersted effect. This paper will discuss, the basic operating principals of large format (open reel) analog tape recording and reproduction. This paper will not discuss low speed, small format (cassette) recording. The Ampex ATR-10 will be used as the model tape recorder in this paper. I chose this machine, because I own it and I have a lot of documentation on it. (Photo at the right, from Ampex ATR-10 Operation and Service manual.) Section 1: Review of the Oersted Effect: In order to properl understand how analog tape recording and reproduction works, we must first have a complete understanding of the Oersted effect. The Oersted effect states that when a current passes through a wire, lines of magnetism are generated. These lines of magnetism are called lines of flux. This also works in reverse. If a magnet is passed through a coil, a current is generated in the wire. As we will find out later, this is the basic operating principal of the recording head, and the reproduce head, used in magnetic tape recording. Section : Parts of a magnetic tape recorder: Most analog tape recorders consist of seven major parts (excluding the power suppl): 1.) Transport.) Head block assembl 3.) Input/output modules 4.) VU meters 5.) Record amplifiers and equalizers 6.) Bias oscillator and amplifier 7.) Reproduction (repro) amplifiers and equalizers Section.1: The transport and head block assembl: The transport is the mechanism which moves the tape past the heads. It is crucial that the transport be aligned with absolute precision. If the transport guides are even slightl misaligned, the tape will encounter unwanted friction, causing audible wow and flutter in the recording and plaback. In worst case, the tape ma not come in contact with the head properl, causing phase shifts in the output signal. The transport works

ver closel with the head block assembl, and the guides which it contains. The job of the transport is to move the tape across the heads, while maintaining uniform tape to head contact, and alignment. The head block assembl contains three heads that are alwas in the following order: Erase head Record head Reproduce (repro) head Ampex ATR-10 (quarter inch tape) headblock assembl. Picture from Ampex ATR-10 Operation and Service manual. Each head is mounted on a rigid base plate, which is connected to a tapered gear. This allows us to easil adjust the azimuth of each head. Most headblocks will allow ou to adjust both the azimuth and zenith of each head. However, the Ampex ATR top mounting plate and headblock is machined with such precision, that a zenith adjustment is not necessar. Alignment is ver solid on this machine. Once azimuth is properl set, it rarel needs adjustment. The onl time that an adjustment ma be required is if a tape from an improperl aligned machine is plaed on the ATR, or headblocks are swapped out. The electrical connection between the headblock and the tape machine is made b wa of a multi-pin connector at the base of the headblock, which mates with the corresponding female socket on the ATR s top plate. Once the electrical connection has been made, using an Allen wrench, a spring loaded bolt is rotated causing the headblock assembl to be firml locked in place, assuring that alignment is preserved. Section.: Input/output modules: The function of the input output modules is just as their name states. The bring signals to the record electronics, and signals out of the repro electronics. Most 3

professional tape machines will have balanced female XLR tpe inputs, and balanced male XLR tpe outputs. On a rare occasion, a machine might have TRS balanced quarter inch inputs and outputs, or even unbalanced RCA coaxial tpe inputs and outputs. A stock Ampex ATR-10 has transformer balanced XLR tpe inputs and outputs. A word of caution, on an unmodified stock ATR, pin is NOT hi, pin 3 is. The pin configuration is clearl stated on the rear of the I/O main frame assembl. The ATR was designed and built in the late 1970 s and earl 1980 s, before pin hi was made the standard for XLR tpe connectors. Section.3: VU Meters: Also contained in the I/O module, is the VU meter. The VU meter displas the input signal in dbu (ref..775 volts), and the output of the repro amplifier in dbu, relative to the flux level (in nano-webers per meter nwb/m) recorded on the tape. On a machine set up for standard, elevated level tape, 50 nwb/m will equal 0 db on the VU meter. However ou should never assume that a machine is calibrated in this wa. Alwas reproduce a calibration tape, recorded with a known relative flux level, and set the meters accordingl. If ou have a 50 nwb/m calibration tape, and ou wish to use media with a relative flux level of 50 nwb/m, set the output so that the meter reads 0 db. If ou want to use tape with a relative flux level of 355 nwb/m, which ields an output of +6 db, reproduce the 50 nwb/m test tape, and set the output so that the meter reads -3 db. This wa, the entire range of the tape is visible on the meter. The levels on the meter have shifted as follows: -3 db on meter= 0 db output, 0 db= +3 db, and +3 db= +6 db. Section.4: Record amplifiers and equalizers: The record amplifiers and equalizers prepare the signal received at the inputs for recording. Here, the signal is strengthened to the point that when the signal reaches the recording head, it will create enough magnetic flux to overcome the corrective force of the magnetic particles on the tape, and create the recording. The recording amplifier has variable gain, which can be adjusted. Once the repro output has been calibrated (with a test tape) the record gain can be adjusted, so that a 0 db input = a 0 db output (or an output, if desired). The recording equalizer places the equalization curve being used (NAB or IEC for 7.5ips and 15ips, and AES for 30ips) on the recording. Pre emphasis must be used in order to lower the noise floor of the tape. Tape hiss, and EQ curves will be discussed later. Section.5: Bias oscillator and amplifier: 4

The bias circuit creates a ver high frequenc tone, which helps to excite the magnetic particles resulting in wider frequenc response, and significantl lower distortion figures. In the Ampex ATR-10, the bias frequenc is 43 KHz. This high frequenc tone is obviousl not audible, nor is it actuall It is simpl used to excite the magnetic particles. (The drawing above is a simplified block diagram of the Ampex ATR-10. Drawing from the Ampex ATR-10 Operation and Service manual.) Section.6: Reproduce (repro) amplifiers and equalizers: The reproduce amplifiers boost the small signal created b the head, into line level signals. The equalizers reverse the EQ placed on the tape during recording. However, these equalizers are not preset like the ones in the record circuit. There is an EQ adjustment for high and low frequencies, and the shelving characteristics of these filters. This is to compensate for the different characteristics of each tpe of tape. In the Ampex ATR-10, this is called the Parameter Determining Network, or PADNET. On the rear of this board is a multi-pin connector that mates with the corresponding female socket on the audio printed wiring assembl (PWA). Section 3: Analog magnetic tape recording and reproduction: The process: Now that we understand the basic parts of the tape machine, we can begin to put those parts together, and see how the work to create the final recording. Section 3.1: Erase head The erase head is the first head in the headblock assembl. It demagnetizes the tape, erasing whatever was previousl stored on the tape, making it easier for the record head to magnetize the tape. High frequenc AC current is used to demagnetize the tape. In the Ampex ATR-10 a 144 KHz AC current travels from the master oscillator to the erase amplifier and then to the erase head. This high speed alternating current, when fed 5

through the coils of the erase head, create a ver strong alternating magnetic field. When this alternating field comes in contact with the magnetic tape, the particles on the tape are scattered at random, some particles facing north, some south and some in between. The tape contains little or no signal at all. However, there is some signal on the tape. Each particle on the tape is a magnet that has a field strength that decreases as the inverse cube to square of the distance. This field is sensed b the repro head. The random noise voltage will increase proportional to the square root of their number n per volume unit: E nois e = K * n Where K is the proportionalit factor. Section 3.: The Record head: The record head is ver similar to the erase head. When a current is passed through its coils, lines of magnetic flux are generated in the gap. When the field strength generated in the gap (in nwb), reaches and exceeds the corrective force of the particular tape in use, the magnetic particles on the tape become arranged in a pattern analogous to the original waveform that traveled through the air, into the microphone. GAP Drawing b Joseph Nino-Hernes We can determine the value of Hg, the magnetic field inside the gap, using the following formula: H H x ( x, ) = ( x, ) = Hg a tan π Hg log π e L / + ( x + L / ) ( x L / ) x + a tan + + L / x 6

Magnetic recording is not horizontal, like ou might think. It is actuall vertical. Up represents north, and down represents south, or positive and negative. If we dip a strip of recorded magnetic tape into a mixture of carbonl iron and heptane, we can easil see the waveform. The heptane quickl evaporates, leaving the iron particles behind in the regions of the tape that were most strongl magnetized. The picture at the right, shows a section of tape. Recorded on the tape at 7.5ips, full track mono, is a 75 Hz note. Inexpensive, nois tape was used, to show modulation noise. If ou look closel, the particles between the recorded poles are scattered all about, and not arranged in an particular pattern. This is modulation noise. The little fringes at the edges of the poles is called fringing. You can also spot lamination defects on this strip of tape. The photo above was reprinted from 3M s Sound Talk bulletin, 1949. Section 3.3 Reproduce head: The reproduce head is ver much like a record head in reverse. As the magnetized particles pass through the gap, a small current is generated in the coil of the repro head. This current travels from the repro head, to the repro amplifiers. Below is the general plaback formula. The first portion of the formula can be used to find the peak reproduce voltage. The last four terms of the equation are losses. This formula assumes that the magnetization pattern is sinusoidal, longitudinal, and uniform through the thickness of the tape. e = e = n * ψ * e peak m (πd / λ ) * cosωt * lossesµ V * w*10 1 * e πc 3 * ηp *(πv / λ) *cos(πvt / λ) (πc /' λ ) /' λ) sin 6 sin * * 6 6 Where: n = number of turns λ = wavelength in meters ψ m = peak flux in nwb/m d = head-to-coating distance in meters w = track width in meters 1 C = recorded thickness in meters η p = head efficienc (fraction) G = π L / λ v = head-to-coating speed in m/s X = ( π w tan β )/ λ L = gap length in meters = misalignment angle x 7

Conclusion: Analog magnetic tape recording is a wonderful wa to capture sound. It is a relativel simple, electro-phsical process, which contributes to its fantastic sonic qualities. Analog tape is also a wonderful archival medium. Reels of Scotch 111 tape that are over 50 ears old can be plaed with no problem. Even the most problematic of tape formulations, like Ampex 456 and Scotch 6, can be plaed b simpl baking them in the oven at 135 degrees (F). For quarter inch tape, on a standard 10.5 inch metal reel, bake for -4 hours, flipping ever half hour. This can not be said for digital hard disk drives. The generall have a lifespan of approximatel 10 ears. Much like analog tape, each time the read/write head of the hard disk touches the magnetic disk, magnetic particles are worn awa. This wear causes errors on the disk. If enough of these errors build up, the file sstem can become corrupted, causing what data is left on the disk, to become un-readable. Analog tape, on the other hand, can be plaed back hundreds of times, with little to no noticeable degradation in audio fidelit. The speed of the tape, compared to the rotational speed of a hard disk platter, is relativel slow (7.5ips through 30ips), therefore it does not wear as quickl as a hard disk. Most hard disks toda rotate at a speed of at least 700 rpm. The friction between the read/write head and the magnetic platter is incredible! Place our hand on our hard drive after it has been running hard for an hour or so, it is hot to the touch! The temperature at the read/write head! It is easil in the hundreds of degrees. That characteristic grinding noise that our hard disk drive emits, is the read/write head, in contact with the platter. In 10 ears, toda s engineers who worship digital, will be sorr that the ever placed their precious recordings onto a hard disk drive. Data recover is ver expensive, and it does not have a ver high success rate. Also, if there is phsical damage to the disk platters, this can not be repaired. Hard disk platters are ver similar to analog tape, in that the are coated with a magnetic emulsion. If the binder in this emulsion breaks down, the platter becomes stick. The problem is, there is no wa to monitor this. B the time the read/write head comes in contact with the deteriorated platter, it is too late and the data is destroed. However, with analog tape, if it is an unstable formulation, it can be monitored. Simpl take a few inches of the tape at the beginning or end, where there is no recording, and wipe it a few times with a soft cloth. If the cloth is clean, it is safe to store the tape again. If oxide is on the cloth, then it needs to be baked before the next pla. Think again before ou archive on hard disk. Think of the future. Analog tape has been around since the 1940 s. The technolog has improved dramaticall, and withstood the test of time. Can the same thing be said about computers a resounding NO! In 10 ears, there might not even be a computer that can read drives of toda, and the poor manufacturing qualit of computers toda, will prevent them from being operational 10 ears from now. However, an Ampex tape machine is forever. Machines that are 30 and 40 ears old, still work flawlessl. I can onl hope that the industr realizes this before it is too late. 8

Works Cited Blume, Martin. Magnetism. Microsoft Encarta. CD-ROM. 1999 ed. Microsoft, 1999. Ciletti, Eddie. If I Knew You Were Coming I d Have Baked A Tape! Technical Paper, 1998. Jorgensen, Finn. The Complete Handbook of Magnetic Recording. 3rd ed. Blue Ridge Summit, PA: TAB Books, 1988. McKnight, John G (Ja). Choosing and Using MRL Calibration Tapes for Audio Tape Recorder Standardization. Technical Paper, 5 Oct. 001. Murph, BF, and HK Smith. Head Alignment with Visible Magnetic Tracks. Audio Engineering 33 (Jan. 1949): 1. Visible Tracks On Magnetic Tape. Sound Talk 5 (1949). Various, Ampex ATR-10 Operation and Service manual. 1980. 9