model 475A portable analogue oscilloscope, a very typical instrument of the late 1970s
. This dual-trace instrument had a vertical bandwidth of 250 MHz
, a maximum vertical sensitivity of 5 mV
per division, and maximum (unmagnified) horizontal sweep speed of 10 ns
An oscilloscope or scope is an electronic measuring instrument that creates a visible two-dimensional graph of one or more electrical potential differences. The horizontal axis of the display normally represents time, making the instrument useful for displaying periodic signals. The vertical axis usually shows voltage. The display is caused by a "spot" that periodically "sweeps" the screen from left to right.
Features and uses
The classic use of a scope is to diagnose a failing piece of electronic equipment. In a radio, for example, one looks at the schematic and tries to locate the connections between stages (e.g. electronic mixers, electronic oscillators, amplifiers).
Then one puts the scope's ground on the circuit's ground, and the probe of the scope on a connection between two of the stages in the middle of the train of stages.
When the expected signal is absent, one knows that some preceding stage of the electronics has failed. Since most failures occur because of a single faulty component, each measurement can prove that half of the stages of a complex piece of equipment either work, or probably did not cause the fault.
Once the failing stage is found, further probing of the defective stage can usually tell a skilled technician exactly which component is broken. Once the technician replaces the component, the unit can be restored to service, or at least the next fault can be isolated.
Another use is to check newly designed circuitry. Very often a newly-designed circuit will misbehave because of bad voltage levels, electrical noise or design errors. Digital electronics usually operates from a clock, so a dual-trace scope is needed to check digital circuits. "Storage scopes" are helpful for "capturing" rare electronic events that cause defective operation.
Another use is for software engineers who must program electronics. Often a scope is the only way to see if the software is running the electronics properly.
A typical oscilloscope is a rectangular box with a small screen, numerous input connectors and control knobs and buttons on the front panel. To aid measurement, a grid called the graticule is drawn on the face of the screen. Each square in the graticule is known as a division. The signal to be measured is fed to one of the input connectors, which is usually a co-axial connector such as a BNC or N type. If the signal source has its own co-axial connector, then a simple co-axial cable is used; otherwise, a specialised cable called a scope probe, supplied with the oscilloscope, is used.
In its simplest mode, the oscilloscope repeatedly draws a horizontal line called the trace across the middle of the screen from left to right. One of the controls, the timebase control, sets the speed at which the line is drawn, and is calibrated in seconds per division. If the input voltage departs from zero, the trace is deflected either upwards or downwards. Another control, the vertical control, sets the scale of the vertical deflection, and is calibrated in volts per division. The resulting trace is a graph of voltage against time (the present plotted at a varying position, the most recent past to the left, the less recent past to the right).
If the input signal is periodic, then a nearly stable trace can be obtained just by setting the timebase to match the frequency of the input signal. For example, if the input signal is a 50 Hz sine wave, then its period is 20 ms, so the timebase should be adjusted so that the time between successive horizontal sweeps is 20 ms. This mode is called continual sweep. Unfortunately, an oscilloscope's timebase is not perfectly accurate, and the frequency of the input signal is not perfectly stable, so the trace will drift across the screen making measurements difficult.
To provide a more stable trace, modern oscilloscopes have a function called the trigger. When using triggering, the scope will pause each time the sweep reaches the extreme right side of the screen and retraces back to the left side of the screen. The scope then waits for a specified event before drawing the next trace. The trigger event is usually the input waveform reaching some user-specified threshold voltage in the specified direction (going positive or going negative).
The effect is to resynchronise the timebase to the input signal, preventing horizontal drift of the trace. In this way, triggering allows the display of periodic signals such as sine waves and square waves. Trigger circuits also allow the display of nonperiodic signals such as single pulses or pulses that don't recur at a fixed rate.
Types of trigger include:
- external trigger, a pulse from an external source connected to a dedicated input on the scope.
- edge trigger, an edge-detector that generates a pulse when the input signal crosses a specified threshold voltage in a specified direction.
video trigger, a circuit that extracts synchronising pulses from video formats such as PAL and NTSC and triggers the timebase on every line, a specified line, every field, or every frame. This circuit is typically found in a waveform monitor device.
- delayed trigger, which waits a specified time after an edge trigger before starting the sweep. No trigger circuit acts instantaneously, so there is always a certain delay, but a trigger delay circuit extends this delay to a known and adjustable interval. In this way, the operator can examine a particular pulse in a long train of pulses.
Most oscilloscopes also allow you to bypass the timebase and feed an external signal into the horizontal amplifier. This is called X-Y mode, and is useful for viewing the phase relationship between two signals, which is commonly done in radio and television engineering. When the two signals are sinusoids of varying frequency and phase, the resulting trace is called a Lissajous curve.
Some oscilloscopes have cursors, which are lines that can be moved about the screen to measure the time interval between two points, or the difference between two voltages.
Most oscilloscopes have two or more input channels, allowing them to display more than one input signal on the screen. Usually the oscilloscope has a separate set of vertical controls for each channel, but only one triggering system and timebase.
A dual-timebase oscilloscope has two triggering systems so that two signals can be viewed on different time axes. This is also known as a "magnification" mode. The user traps the desired, complex signal using a suitable trigger setting. Then he enables the "magnification", "zoom" or "dual timebase" feature, and can move a window to look at details of the complex signal.
Sometimes the event that the user wants to see may only happen occasionally. To catch these events, some oscilloscopes are "storage scopes" that preserve the most recent sweep on the screen.
Some digital oscilloscopes can sweep at speeds as slow as once per hour, emulating a strip chart recorder. That is, the signal scrolls across the screen from right to left. Most fancy oscilloscopes switch from a sweep to a strip-chart mode right around one sweep per ten seconds. This is because otherwise, the scope looks broken: it's collecting data, but the dot cannot be seen.
Tips for use
The most typical problem encountered when approaching an unfamiliar scope is that the trace is not visible.
Many newer scopes have a "reset options" or "auto set up" button. Use it when you get confused, or when you first approach an unfamiliar scope. Some scopes have a "beamfinder" button. It limits the size of the scan so the trace will appear on the screen.
Make sure that at first you set the options of a channel to "DC" coupling, with automatic triggering. Increase the channel's volts per division (effectively dividing down the line height) until a line appears. Set the sweep time per division near the speed of the desired event, and then adjust the volts per division until the event appears at a useful size.
Oscilloscopes almost always have a test output that one can measure to assure that a channel and probe are working. When approaching an unfamiliar oscilloscope, it's wise to measure this signal first.
The capacitance of the wire in the test probe can cause an oscilloscope to inaccurately display high speed signals. If the signal looks distorted, that is, if it shows unusual spikes ("ringing") or weird humps, try adjusting the scope probe's capacitance. Many scope probes (voltage divider types, 10x for example) have a small adjustment screw on the probe. Most oscilloscopes provide a test output that produces a square wave for adjusting the probe. Adjust the probe so that the corners of the square wave appear square.
In general, the ground connection of the oscilloscope should be attached to the ground of the circuit under test. Most test leads for oscilloscopes have the ground clip built into their end. If the oscilloscope has connection to mains earth, it is likely that the test lead ground is also attached to mains earth (via the oscilloscope chassis). If the circuit under test is also referenced to mains earth, then attaching the probe ground to any signal will effectively act like a short circuit to earth, possibly causing damage to the circuit under test or the oscilloscope itself.
"AC" coupling blocks any DC in the signal. This is useful when measuring a small signal riding on a DC offset.
"DC" coupling must be used when measuring a DC voltage.
Make sure you are triggering from the correct channel. Set the trigger delay to zero. Adjust the trigger level until the desired event triggers. Last of all, adjust the trigger delay until the desired signal feature appears.
Scope probes are both expensive and fragile. To reduce capacitance, the conductor in a scope probe's wire is sometimes narrower than a human hair. The plastic "pen" part of the probe is often easy to break. Never leave a probe on the floor where one can walk on it. If you must share a scope, consider having and protecting your own set of probes.
Oscilloscopes generally have a checklist of some set of the above features. The basic measure of virtue is the bandwidth of its vertical amplifiers. Typical scopes for general purpose use should have a bandwidth of at least 100 MHz, although much lower bandwidths are acceptable for audio-frequency applications. A useful sweep range is from one second to 100 nanoseconds, with triggering and delayed sweep. For work on digital signals, dual channels are necessary, and a storage scope with a sweep speed of at least 1/5 your system's maximum frequency is recommended.
The chief benefit of a quality oscilloscope is the quality of the trigger circuit. If the trigger is unstable, the display will always be fuzzy. The quality improves roughly as the frequency response and voltage stability of the trigger increase.
Digital storage scopes (almost the only kind now available at the higher end of the market) used to display misleading signals at low sample rates, but this "aliasing" problem is now much rarer due to increased memory length. It's worth asking about in the used market, though.
As of 2004, a 150 MHz dual-channel storage scope costs about US$1200 new, and is good enough for general use. The current bandwidth record, as of February 2005, is held by the Tektronix TDS6000C oscilloscope family with a digitally enhanced bandwidth of up to 15 GHz and costing about US$150,000.
How it works
Cathode-ray oscilloscope (CRO)
The earliest and simplest type of oscilloscope consisted of a cathode ray tube, a vertical amplifier, a timebase, a horizontal amplifier and a power supply. These are now called 'analogue' scopes to distinguish them from the 'digital' scopes that became common in the 1990s and 2000s.
Before the introduction of the CRO in its current form, the cathode ray tube had already been in use as a measuring device. The cathode ray tube is an evacuated glass envelope, similar to that in a black-and-white television set, with its flat face covered in a phosphorescent material (the phosphor). Because the instrument is viewed at arm's length, the screen is typically about 20 cm in diameter, much smaller than the one in a television set.
In the neck of the tube is an electron gun, which is a heated metal plate with a wire mesh (the grid) in front of it. A potential difference of several hundred volts is applied to make the heated plate (the cathode) negatively charged and the grid (or anode) positively charged. The electric field tears electrons from the cathode and propels them like bullets past the anode and towards the screen. Where the electron beam hits the phosphor it causes it to glow, generating a bright spot on the screen. When switched on, a CRT normally displays a single bright dot in the center of the screen, but the dot can be moved about electrostatically or magnetically. The CRT in an oscilloscope uses electrostatic deflection.
Between the electron gun and the screen are two opposed pairs of metal plates called the deflection plates. The vertical amplifier generates a potential difference across one pair of plates, giving rise to a vertical electric field through which the electron beam passes. When the field is zero, the beam is unaffected. When the field is positive, the beam is deflected upwards, and when the field is negative, the beam is deflected downwards. The horizontal amplifier does a similar job with the other pair of deflection plates, causing the beam to move left or right. This deflection system is called electrostatic deflection, and is different from the electromagnetic deflection system used in television tubes. Electrostatic deflection is cheaper and lighter, but is suitable only for small tubes.
The timebase is an electronic circuit that generates a ramp voltage. This is a voltage that repeatedly changes from one value to another, linearly with respect to time. When it reaches the second value it jumps quickly back to the first value and begins increasing again. The timebase voltage drives the horizontal amplifier. Its effect is to sweep the electron beam at constant speed from left to right across the screen, then quickly return the beam to the left in time to begin the next sweep. The timebase can be adjusted to match the sweep time to the period of the signal.
Meanwhile, the vertical amplifier is driven by an external voltage (the vertical input) that is taken from the circuit or experiment that is being measured. The amplifier has a very high input impedance, of the order of megohms or gigohms, so that it draws only a tiny current from the signal source. The amplifier drives with vertical deflection plates with a voltage that is proportional to the vertical input. The gain of the vertical amplifier can be adjusted to suit the amplitude of the input voltage. A positive input voltage bends the electron beam upwards, and a negative voltage bends it downwards, so that the vertical deflection of the dot shows the value of the input. The response of this system is much faster than that of mechanical measuring devices such as the multimeter, where the inertia of the pointer slows down its response to the input.
When all these components work together, the result is a bright trace on the screen that represents a graph of voltage against time. Voltage is on the vertical axis, and time on the horizontal.
Most multichannel scopes do not actually have multiple electron beams. Instead, they display only one dot at a time, but switch the dot between one channel and the other either on alternate sweeps (ALT mode) or many times per sweep (CHOP mode). A very few actual dual beam oscilloscopes were built; in these, the electron gun formed two electron beams and there were two sets of vertical deflection plates and one common set of horizontal deflection plates.
The vertical amplifier and timebase controls are calibrated to show the vertical distance on the screen that corresponds to a given voltage difference, and the horizontal distance that corresponds to a given time interval.
The power supply is an important component of the scope. It provides low voltages to power the cathode heater in the tube, and the vertical and horizontal amplifiers. High voltages are needed to drive the electrostatic deflection plates. These voltages must be very stable. Any variations will cause errors in the position and brightness of the trace.
Later analogue oscilloscopes added digital processing to the standard design. The same basic architecture - cathode ray tube, vertical and horizontal amplifiers - was retained, but the electron beam was controlled by digital circuitry that could display graphics and text mixed with the analogue waveforms. The extra features that this system provides include:
- on-screen display of amplifier and timebase settings;
- voltage cursors - adjustable horizontal lines with voltage display;
- time cursors - adjustable vertical lines with time display;
- on-screen menus for trigger settings and other functions.
Analogue storage oscilloscope
An extra feature available on some analogue scopes is called 'storage'. This feature allows the trace pattern that normally decays in a fraction of a second to remain on the screen for several minutes or longer. An electrical circuit can then be deliberately activated to store and erase the trace on the screen.
The storage is accomplished using the principle of secondary emission. When the ordinary writing electron beam passes a point on the phosphor surface, not only does it momentarily cause the phosphor to illuminate, but the kinetic energy of the electron beam knocks other electrons loose from the phosphor surface. This can leave a net positive charge. Storage oscilloscopes then provide one or more secondary electron guns (called the "flood guns") that provide a steady flood of low-energy electrons traveling towards the phosphor screen. The electrons from the flood gun are more strongly drawn to the areas of the phosphor screen where the writing gun has left a net positive charge; in this way, the electrons from the flood guns re-illuminate the phosphor in these positively-charged areas of the phosphor screen.
If the energy of the flood gun electrons is properly balanced, each impinging flood gun electron knocks out one secondary electron from the phosphor screen, thus preserving the net positive charge in the illuminated areas of the phosphor screen. In this way, the image originally written by the writing gun can be maintained for a long time. Eventually, small imbalances in the secondary emission ratio cause the entire screen to "fade positive" (light up) or cause the originally-written trace to "fade negative" (extinguish). It is these imbalances that limit the ultimate storage time possible.
Some oscilloscopes used a strictly binary (on/off) form of storage known as "bistable storage". Others permitted a constant series of short, incomplete erasure cycles which created the impression of a phosphor with "variable persistence". Certain oscilloscopes also allowed the partial or complete shutdown of the flood guns, allowing the preservation (albeit invisibly) of the latent stored image for later viewing. (Fading positive or fading negative only occurs when the flood guns are "on"; with the flood guns off, only leakage of the charges on the phosphor screen degrades the stored image).
Digital storage oscilloscope
The digital storage oscilloscope, or DSO for short, is now the preferred type for most industrial applications, although simple analogue CROs are still used by hobbyists. It replaces the unreliable storage method used in analogue storage scopes with digital memory, which can store data as long as required without degradation. It also allows complex processing of the signal by high-speed digital signal processing circuits.
The vertical input, instead of driving the vertical amplifier, is digitised by an analog to digital converter to create a data set that is stored in the memory of a microprocessor. The data set is processed and then sent to the display, which in early DSOs was a cathode ray tube, but is now more likely to be an LCD flat panel. DSOs with colour LCD displays are common. The data set can be sent over a LAN or a WAN for processing or archiving. The scope's own signal analysis software can extract many useful time-domain features (e.g. rise time, pulse width, amplitude), frequency spectra, histograms and statistics, persistence maps, and a large number of parameters meaningful to engineers in specialized fields such as telecommunications, disk drive analysis and power electronics.
Alternatives to the oscilloscope
There is an affordable alternative to an oscilloscope that is useful for many tasks, and perhaps superior for radio repair, and that is to listen to the signals.
The basic plan is to mix an intermediate frequency with the signal, and then amplify and listen to the result through a speaker. With modern solid-state circuits, such equipment is cheap and can run from a small battery. This diagnostic system was widely used for almost all early radio development, and is still used in Asia, and by impoverished amateur radio operators. In the Soviet Union, the standard radio diagnostic tester combined a multimeter with an oscillator, mixer and audio amplifier that could perform this task.
During the years when oscilloscopes were built using vacuum tubes and, therefore, a great deal of high voltage electronics, it was a recommended service procedure to wash one's oscilloscope! Tektronix published the recommended procedure in their company magazine TekScope and yes, it involved a gentle, low-pressure application of water and dish detergent, followed by careful rinsing and drying of the instrument. In this way, the service technician could remove dust and other conductive contaminants that might otherwise impair the correct calibration of the instrument.