Professional Documents
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In the midst of a blizzard in early May 2005, a Pacific Crest Trail thru-hiker
named John Donovan disappeared near San Jacinto Peak in California. During his trek,
he apparently fell and found himself in Long Canyon1 with no obvious way to escape.
He was alive for some days before expiring. A delayed search for Donovan was soon
abandoned. John had no way of communicating his predicament.
1 https://www.dmagazine.com/publications/d-magazine/2006/december/lost/
2 http://www.backpacker.com/trips/lost-found
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
on another continent. That is only possible using shortwave radio, which is now availa-
ble to ultralight adventurers. Shortwave radio is by far the best option for sending a de-
tailed emergency message from a remote place, even from a deep canyon.3
9) Signaling
The Mountaineers Ten Essentials list doesn’t include signaling gear and skills,
although the Mountaineering: The Freedom of the Hills textbook makes a passing refer-
ence to “Signaling device: whistle, cell phone, etc.” in a sample equipment list. Start
with a loud pealess whistle, like the many models marketed by Fox40.7 A signal mirror
is only useful when the sun is shining,8 but it can send alerts long distances, including
to passing aircraft. Practicing with the mirror in situations where no false alarms are
3 Shortwave communication is possible from deep valleys using a phenomenon called near vertical inci-
dence skywave (NVIS) propagation. https://en.wikipedia.org/wiki/Near_vertical_incidence_skywave
4 adapted from from Ronald C. Eng, editor, Mountaineering: The Freedom of the Hills, 8th Edition, Seattle:
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Backpacking with a Pocket-sized Shortwave Radio
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Shortwave Radio
Although ham operators often use Very High Frequency (VHF) spectrum, which
ranges between 30 MHz and 300 MHz, as well as Ultra High Frequency (UHF) spectrum
between 300 MHz and 3 GHz, most of that activity takes place through terrestrial re-
peaters, which are usually located on high places for the purpose of re-transmitting sig-
nals for stations within line-of-sight of the repeaters. Much of the backcountry, espe-
cially in remote lowland areas, is beyond the range of terrestrial Amateur Radio repeat-
ers.
Shortwave radio is also called high frequency or HF radio. That’s between 3 MHz
and 30 MHz in the radio spectrum. A special characteristic of shortwave radio on planet
Earth is that its waves can propagate beyond the horizon – even across continents and
oceans – without the use of intervening infrastructure. Those radio waves accomplish
that by being bent by an invisible shell surrounding Earth called the ionosphere and re-
flecting back to Earth, spanning distances much longer than line-of-sight. The lower
segments of the shortwave spectrum propagate most effectively at nighttime, whereas
the higher parts do best in the daytime.
Shortwave radio is used for long-distance aviation and maritime communications.
There are still a few active private and government shortwave broadcast stations. Some
government time stations are also available.13 Sending broadcast-style information
9 http://findmespot.com/en/
10 https://www.acrartex.com/products/outdoor/
11 https://www.rei.com/product/119864/garmin-inreach-se-2-way-satellite-communicator
12 https://buy.garmin.com/en-US/US/p/561269
13 time frequencies: WWV (male voice), Fort Collins CO AM: 2.5 MHz, 5 MHz, 10 MHz, 15 MHz, 20
MHz, and sometimes 25 MHz; WWVH (female voice), Kauai HI AM: 2.5 MHz, 5 MHz, 10 MHz and 15
MHz; CHU, Ottawa, Canada USB: 3.33 MHz, 7.85 MHz and 14.67 MHz
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
around the world normally is done these days on cable or satellite TV and on the inter-
net. Are you heading into the remote backcountry or across an ocean? Guess what? No
internet!
Shortwave radio still hums with activity, but mostly via non-commercial or Ama-
teur Radio, also called ham radio. Ham operators worldwide inhabit the shortwave
spectrum in nine frequency bands. Those nine bands are well spread out within the
shortwave spectrum, giving hams great flexibility to adapt to changing ionospheric con-
ditions. Nobody should attempt a blue-water ocean voyage in a small vessel without an
Amateur Radio license and a shortwave transceiver, plus the skills to operate it in diffi-
cult conditions.
Common modes used on the shortwave spectrum are Morse code telegraphy
(CW), single sideband voice (SSB) using either lower sideband (LSB) or upper sideband
(USB), slow-scan television (SSTV), also called image, plus various text modes. Hams
sometimes use amplitude modulation voice (AM) or frequency modulation voice (FM),
but most voice Amateur Radio operation on shortwave frequencies uses SSB, since it is
efficient and reliable.
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
17 m band: 18.068 MHz to 18.168 MHz CW, text, USB & AM voice, SSTV – Since anten-
nas designed for this band can be relatively short, pedestrian-mobile operation14 is com-
mon on 17 m in daylight. Propagation is similar to that on the 20 m band, but usually
during the daytime only.
15 m band: 21 MHz to 21.45 MHz CW, text, USB & AM voice, SSTV – This large day-
time band can propagate long distances with low transmitting power and there is usu-
ally little interfering static noise when it is open. Propagation is seldom marginal. Usu-
ally the band is either open or closed for a given path.
12 m band: 24.89 MHz to 24.99 MHz CW, text, USB & AM voice, SSTV – This is a rela-
tively-underutilized Amateur Radio band, but it can be effective for long-distance com-
munications at miniscule power levels when it is open for skywave propagation.
10 m band: 28 MHz to 29.7 MHz CW, text, FM, USB & AM voice, SSTV – This largest of
the shortwave Amateur Radio bands is used regularly for local communications and for
excellent long-distance communications on the infrequent daytime occasions when the
ionosphere allows such propagation. There are a few scattered 10 m FM repeaters avail-
able in some regions.
14
http://www.hfpack.com/
15
http://www.sota.org.uk/
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Backpacking with a Pocket-sized Shortwave Radio
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drive vehicles. In the USA, many wilderness SOTA summits have no official names ex-
cept for their elevation in feet and are seldom visited. Talk about solitude!
SOTA activators climb qualified summits and set up their ham stations within
25 m elevation of the true summit and contact other ham chasers in any other location,
including occasionally activators on other SOTA summits. A scoring system for SOTA
awards points — ranging between 1 point and 10 points — is based on the elevation of
the summit, not the difficulty of climbing it. Points are awarded both to activators on or
near a summit and to chasers. An activator must contact at least four other stations di-
rectly without the use of land-based repeaters in order to earn points.16 To qualify as a
SOTA summit, a mountain must have a topographic prominence17 of at least 150 m in
most regions and 100 m in relatively flat regions. SOTA often offers a 3-point seasonal
bonus to activators: it might be during a monsoon or during the winter or during the
summer — whenever outdoor operating is especially challenging.
On popular summits, activators try to avoid overuse of the summit area by op-
erating away from the actual summit, but still in that chunk of territory within 25 m ele-
vation from the top. Most SOTA activators try to adhere to the seven Leave No Trace™
outdoor ethics principles.18
Although some use of technology can enhance our safety and our outdoor expe-
riences, our focus should be the outdoors, not gizmos. Activating SOTA summits is just
one more excuse for getting outdoors. Exploring the high country within the limits of
our personal abilities is one of the rewards of the SOTA program. We can appreciate
new vistas and watch wildlife – always from an appropriate distance so we don’t en-
croach on their space. Heading toward obscure SOTA summits will get us to places
where other people seldom go.
16 Yes, there are Amateur Radio earth satellites and high-altitude balloons carrying repeater stations
which usually receive on one frequency and transmit on another frequency. Those non-terrestrial repeat-
ers may be used for SOTA activities.
17 https://en.wikipedia.org/wiki/Topographic_prominence
18 https://lnt.org/learn/7-principles
19 To get started, go to: https://wwff-kff.com/.
20 For more information on obtaining an Amateur Radio license in the USA, see:
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
in the USA or Canada. In the USA the first license is called Technician Class. Technician
hams have limited access to some shortwave frequencies, but they also enjoy all Amateur
Radio privileges above 50 MHz, where radio signals only rarely propagate far beyond
the horizon. Although the examination is not trivial, almost any teenager or adult could
pass the Technician exam after a few hours of study.
The mid-level USA amateur license is General Class. A bit more study is needed
to pass the General Class exam,21 which allows access to all Amateur Radio bands, in-
cluding shortwave, so it is definitely worthwhile for outdoor enthusiasts to attain Gen-
eral Class status.
Passing both the Technician Class and General Class exams is straightforward.
There is no need to purchase a textbook or to sign up for an in-person course. Just sub-
scribe to HamTestOnline,22 opting for a combination of Technician Class and General
Class. Stick with the Study mode option, and the program will guide you through the
question pools of both licenses. Passing scores are 74 percent. That’s 26 correct answers
out of 35 questions for both exams. Once you’re scoring hits 80 percent or above on each
exam, (28 correct of 35) you’re ready to take the exams,23 which cost $15 for both exams
if they are taken at the same session.
Top-level Amateur Extra Class licensees can operate on any frequency on all
Amateur Radio bands. Although sub-teenagers have been known to become Amateur
Extra Class hams, passing the Amateur Extra Class exam is quite difficult, about the
same challenge as a first-term college course in electrical engineering.
Q&A book and the ARRL’s General Q&A book. While studying, online practice quizzes on
http://www.qrz.com/hamtest/ are helpful. A comprehensive online license-preparation system is also
available: https://www.hamradiolicenseexam.com/study.jsp.
22 https://www.hamradiolicenseexam.com/
23 To find the time and place of an Amateur Radio exam session in your area, go to
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
24 http://www.elecraft.com/
25 Special digital modes and SSTV normally require a governing computer or another external controlling
device.
26 As noted above, voice modes are not allowed on the 30 m Amateur Radio band in the USA.
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
owners carry the radio inside the backpack unless they choose to operate it hand-held
style while in motion. Since the KX2 has a built-in microphone, carrying the external
microphone is not necessary for voice operation, saving backpack bulk and mass.
Most Amateur Radio operation is done for fun — hams chat with other hams
whom they may never have seen in person. In an emergency, nothing is better than
shortwave ham radio for getting a specific message out with information which is useful
to first responders.
Telegraph operators frequently retired early, suffering from what we now know
as carpal tunnel syndrome.28 One of those telegraph keys with a heavy base could easily
out-weigh a KX2, so classic Morse telegraph keys are seldom carried into the wilder-
ness.
Most CW operators these days generate Morse code with a much easier method:
they use a thumb and a pointer finger to manipulate a small single-lever or dual-lever
paddle with lateral back-and-forth motions to send the short dits and the longer dahs of
Morse code via an electronic keyer. Such a keyer facility is built into the KX2 at no extra
cost. Pushing the paddle gently in one direction produces a short dit or a series of dits;
pushing the paddle in the other direction generates one or more longer dahs. Squeezing
with both the thumb and the forefinger on a dual-lever paddle produces an alternating
series of dits and dahs. The result is like the difference between handwriting and key-
boarding. Except for signals sent by exceptionally-expert operators, Morse code pro-
duced by a straight manual telegraph key is often harder to interpret on the receiving
end than Morse which is generated by an electronic keyer.
A low-profile optional Morse dual-lever paddle, Elecraft® model KXPD2, is de-
signed to mount on the front panel of the KX2. The radio itself therefore serves as a sta-
bilizing base for the paddle, saving considerable weight which a separate base would
entail. Excellent-quality dual-lever and single-lever portable paddles made in northern
27 https://en.wikipedia.org/wiki/Telegraph_key
28 https://en.wikipedia.org/wiki/Carpal_tunnel_syndrome
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
Italy can be mounted on the KX2 with a special adapter.29 Two American manufactur-
ers, American Morse Equipment30 and NØSA31, make low-mass single-lever and dual-
lever Morse keyer paddles which are appropriate for ultralight backpackers. The most
economical paddles for the KX2 are rudimentary designs made by QRPguys, including
the single-lever32 and dual lever33 versions.
Text Modes
The KX2 adds another twist. By switching modes, that same Morse code keying
paddle can produce three different text modes: radio teletype or RTTY,34 PSK31,35 and
PSK63,36 which on the receiving end are usually displayed on a computer screen. PSK31
is especially convenient and robust. Messages in that mode often will propagate reliably
via the ionosphere when other modes cannot, including CW. Sometimes a PSK31 signal
even can be decoded when our ears hear nothing! On the KX2, as CW or text signals are
sent or received, the words scroll across the large display, which takes up about half of
the space on the top of the KX2. CW or those three text modes can be sent or received
with the KX2 from inside a wilderness tent, on a small sailboat, on top of an airy moun-
tain summit, or even while walking on a trail, without an external computer. In order to
transmit using a text mode or CW with the KX2 alone, the operator normally must be
familiar with Morse code. There is no Morse code requirement to obtain an Amateur
Radio license, but learning Morse is useful, since CW is still commonly used by hams,
including many SOTA activators, on the shortwave bands. If done right, learning Morse
code is straightforward.37 It’s like learning a second language, but much easier. Chil-
dren often think of Morse code as a fun game akin to learning a “secret language.”
For operating at a home station, there is another way, however. A free computer
program may be downloaded from Elecraft, called the KX2 Utility, which may be used
to display CW, RTTY, PSK31 or PSK63 text. The currently-received text and a large
buffer of recently sent or received text may be read on the Terminal window of the KX2
Utility. It is possible that way to carry on Morse code conversations without any aural
Morse code skills! CW text may be read on the KX2 display, but in order to send it, ei-
ther a computer keyboard or a Morse paddle is needed. See the end of this article for a
way to send and receive Morse code and text modes in the wilderness on the KX2 with-
out knowing Morse.
n0sa@att.net.
32 https://qrpguys.com/kx-single-lever-paddle-kit
33 https://qrpguys.com/kx-iambic-mini-paddle-kit
34 https://en.wikipedia.org/wiki/Radioteletype
35 https://en.wikipedia.org/wiki/PSK31
36
https://en.wikipedia.org/wiki/PSK63
37 http://www.arrl.org/files/file/Morse/Learning%20Morse%20Effectively-Prior-N7RR.pdf
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
With the addition of a simple BNC-to-dual-post adapter, a 58-foot (17.7 m) wire lobbed
over a high tree branch, plus a shorter counterpoise 13.1-foot (3.99 m) wire placed on
the ground, the KX2 equipped with the internal antenna tuner will transmit or receive
efficiently across the entire shortwave Amateur Radio spectrum from the lower end of
the 80 m band to the top end of the 10 m band.
With its 12 W output, the KX2 is capable of intercontinental communications us-
ing that rudimentary antenna system. For transmitting on the 80 m or 60 m bands
where the antenna cannot be launched high above the ground, either a longer radiator
wire (say, 74 feet [22.55 m] with a 17 ft [5.18 m] counterpoise) or a half-wavelength di-
pole antenna works better.39
The antenna should be tied to a non-conductive cord so that it can be fastened to
a rock or fishing weight to be lobbed over a tree branch David-sling style. A good knot
to tie around a fist-sized rock is the scaffold knot.40 The cord should be relatively long to
minimize interaction of the antenna to the supporting tree, creating losses in the an-
tenna. Thicker trees and denser forests produce greater losses.41
38
https://thewireman.com/antennap.html
39 The 80 m and 60 m bands are especially good for Near Vertical Incidence Shortwave (NVIS) propaga-
tion, enhancing operations at relatively short distances, but still beyond line of sight. For enhanced NVIS
operating, the antenna works better when it is parallel to and relatively close to the ground.
40 https://www.youtube.com/watch?v=QPl8jjSDc3I
41 See Kai Siwiak KE4PT and Richard Quick W4RQ, “Live Trees Affect Antenna Performance,” QST Feb-
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
42 Prices exclude shipping charges and sales tax for California residents.
43 The KX2 was not available in 2005. The only lightweight Amateur Radio shortwave transceivers on the
market then were frequency limited, and mostly CW only.
44 http://www.qrpworks.com/sidekar.html
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
The SideKar™ is sold with either of two different keyboards for $289 plus shipping. The
SideKar Plus™ with either keyboard costs $309 plus shipping.
The Compact Wireless Keyboard is 71 g (2.5 oz), whereas the Slim Wireless Key-
board is 213 g (7.5 oz) and takes up more room in a backpack. Some operators may
choose to buy both keyboards so that they can use the larger one at home and the
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Backpacking with a Pocket-sized Shortwave Radio
Bruce Prior N7RR
smaller one in the wilderness. The SideKar™ and the SideKar Plus™ also do automatic
contact record keeping and have room for 20 @ 80-character text or macro memories.
That’s a lot of computing power in such a tiny box.
A more economical kit product called the KX-QRP 2nd LOOK45 displays 80-char-
acters in two lines.
45 http://www.k8zt.com/2ndlook
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