Notes
Outline
The Evolution of Audio Tape Recorders
Dale Manquen
Introduction
Development from WWII to present
How the science of recorder design interacted with the art of recording
Review all aspects of the magnetic recording system
Agenda
Heads
Tape
Transports
Electronics
Operating versatility
Areas of opportunity
Comments on “Why don’t the specifications tell us how a tape recorder will sound?”
A Quick Historic Overview
Oberlin Smith  1878; same time that Edison invented the phonograph
Vlademar Poulsen – 1898
Early attempts lacked electronic amplifiers
German development of wire and tape in 1930’s
WWII spurred development for various purposes
What was available in 1945?
Ring core heads
Electronic circuitry for erase, record and playback
High-frequency AC bias
Magnetic particles and coating technology
Tape and wire transport mechanisms
Early Post-War Products
Wire recorders based upon Armour Research Institute work
Webster Chicago (Webcor) was best known
Brush Soundmirror demonstrated January 1946
2500 Soundmirrors ordered in first 3 months at $250
Early Post-War Products
EMI introduced their model BTR1 in November 1947
Model K8 Magnetophon production resumes in 1948
Early machines of the U.S. broadcast market
Ampex delivered the first Model 200 in April 1948 at $5000
112 built
Early machines of the U.S. broadcast market
Magnecord introduced their PT-6 at NAB in May 1948 at $750
170 orders taken by end of June
Early Ampex products
Model 200 lasted about one year
Model 300 cut tape speed and reel size, improved heads and electronics, A-wind tape – mid 1949
Model 400 was a portable model– pusher capstan and shared spooling motor – Fall 1950
Early Ampex products
Model 350  3 motors – April 1953
Stereo Recording on Tape
Germans record stereo in 1942
Magnecord demonstrates (staggered head) stereo at 1949 New York Audio Fair
Ampex demonstrates 3-channel stereo on ¼” tape
Multitrack Audio Recording
Les Paul began using 8-track Ampex Model 300 in l954
3-track & 4-track ½” machines are common in early ’60’s
Left/center/right format provided stereo & mono compatibility
8-track machines from several manufacturers by 1966
‘The Association’ spends $60,000 on an album
16-track 2” in 1968
24-track 2” in 1971
Eduard Schuller’s original ring core head
Quarter-inch Tape Formats
Track width Relative S/N
Full track mono ¼” 250 mils 0 dB
Half track mono ¼” 100 mils -4 dB
Two  track stereo ¼”
Quarter track stereo 43 mils -7.7 dB
4-track 37 mils
Stereo 8-track 21 mils -10.8 dB
3-track NAB cartridge
Half-inch Tape Formats
Track Width Relative S/N
2 track 200 mils -1.0 dB
3 track
4 track 70 mils -5.5 dB
8 track
One-inch Tape Formats
Track Width Relative S/N
2 track 468 mils +2.7 dB
4 track
8 track 70 mils -5.5 dB
12 track
16 track
Two-inch Tape Formats
Track Width Relative S/N
Other Tape Formats
¾” 6-channel 3M Dynatrack
3” 32-track MCI
Improvements in Core Shape
Symmetric C-cores
Gap Shunting Effect
Maximize efficiency by minimizing pole tip depth
Broad back gap
Improvements in Core Shape
Gap and Tape Area
Gap Shunting Effect
Use a conductive gap spacer
Gauss Focused Gap (requires very high bias frequency)
Doesn’t help at normal audio frequencies
Improvements in Core Shape
Low loss hammerhead
Reduce losses in the core
Eddy currents
Reduce losses in the core
Ferrites are ceramics composed of electrically isolated magnetic particles
Very low eddy current losses
Very hard (but brittle)
Lower permeability & saturation flux than metal
‘Glass Bonded’ gap to avoid chipping
Ferrite Pole Tip Saturation-MIG
Flux crowding at corners Metal corner doesn’t saturate
Magnetic Tape Development
Base films
Binder ingredients
Back coatings
Magnetic particle characteristics
Coating methods
Particle orientation
Calendering
Base Films
Stable with
Temperature
Humidity
Stress
Age
Base Films
Paper
PVC (polyvinyl chloride)
Acetate (cellulose acetate)
Polyester (polyethylene terephthalate PET)
Tensilized polyester
PEN (Polyethylene 2.6-Naphthalene)
Binder Ingredients
Wetting agents
Emulsifiers
Solvents
Lubricants
Fungicides
Carbon black
Glue
Glue
Stronger glues = less glue required = higher magnetic particle density
High crosslink thermoset polymers
Some glues may become unstable with age
Urethanes react with humidity
Tape baking required to restore tapes
Back Coating
Provides static discharge
Improves winding and tape packing
Removes carbon black from oxide, giving higher magnetic particle density
Magnetic Particle Shape
Physical shape determines ability to tightly pack particles
Low ‘dendrites’ or horns for cordwood stacking
Uniform particle size for optimum recording
Phizer 2228 in the mid ’70’s was a major milestone
Magnetic Particle Types
Gamma ferric oxide
Chromium dioxide
Cobalt-doped gamma ferric oxide
Some problems with early types
Metal particles
Evaporated metal film
Coating Methods
Knife coating
Gravure coating
Reverse roll coating
Orientation
Rheological flow
Magnetization
Hard Calendering
Squeezing out any voids in the coating
Polishes tape surface for good high-frequency response
Audio Magnetic Tapes
The Audio Tape Conundrum
Raise the output, but
Keep the bias requirement the same
‘Compatible Bias’
Keep the coating thickness the same
Equalization standards are based upon an assumed tape thickness
How can you run with the problem when both feet are nailed to the floor?
Ways to Raise Tape Output
Curves
Tape Transports
Pull tape across heads
Constant speed
Constant tension
Correct guiding/alignment
Fast wind modes
Editing modes
A-Wind vs. B-Wind
Early machine had oxide facing toward operator
Ampex 300 (and kit for 200) flipped the tape over, with better access to the heads for editing and cleaning
Multiple Tape Speeds
Head and tape improvements allowed tape speed to be reduced
Multi-speed hysteresis synchronous motors
Remote Control
Some early transports had manual switches or mechanical linkages that precluded remote control
Total relay logic facilitated remote control
Solid state logic made anything possible
Tape Lifters
Manual lifters when the head cover opened
Solenoid-operated lifters
Tape path that pushes tape against head in Play or Record (Studer)
Braking
Mechanical band or disk brakes
Differential force for leading and trailing reels
Dynamic braking
Reverse torque until tape stops
Requires motion sensing of tape halt
Scrape Flutter Reduction
FM Instrumentation decks and early video decks required low scrape flutter
Adding rollers was a well-known fix
Transport topology determines scrape flutter characteristics
The worst machines were built in the ’70’s and ’80’s (MM1100 and Saturn ¼”)
The Other Sideband - AM
Tape
Particle size and uniformity
Particle dispersion
Imperfections – dirt, voids
Slitting
Physical damage
The Other Sideband - AM
Transport
Variation in tape-to-head contact
Stray magnetic fields
Heads
Face contour
Residual magnetization
Electronics
Bias waveform
DC leakage into heads
Tape Tension Control
Felt drag brake
Holdback tension on supply reel
Angle or reel speed sensing
Tension sensing
Self-generating tension
3M Isoloop
Dual capstan machines
Base Plate Rigidity
Marine plywood
Plywood with metal casting for critical area
Metal plate
Multilayer metal plates
Webbed castings
Signal Electronics
Record/bias/erase/reproduce functions
Power supplies
Metering
Mode controls
Adjustments
Matching vs. Bridging Lines
Old telephone standard was 600 ohms out and in
Facilities migrated to low impedance out and bridging in
Facilitated multing
Removed concern for missing or double termination
+4 dBu in studios vs. +8 dBu in broadcast
Is Pin 3 Hot or Pin 2 Hot?
Ampex standard was Pin 3 hot
Tubes vs. Solid State
Size
Reliability
Serviceability (plug-in PC cards)
SelSync
Made Overdub mode practical
Switched playback amp to record head
Les Paul’s 8-track in 1954
Unions fought Overdubbing
Pay the entire orchestra if one instrument is overdubbed
Packaging
Started with multiple chasses per channel
Self-contained module for each channel
Shared resources
Bias synchronization
Clustered meters
Power supplies
Remote panels for mode control
Mass packaging
No access during operation
Module per channel (3M M23)
Functional
packaging
(3M M56)
M56
Design
Team
Adjustment
Started with only a few critical adjustments
Two speeds
More speeds
Multiple tape types
Multiple operating levels and equalization standards
Operating Versatility
Totally blind remote operation
Automated events such as punch-ins
Total Remote Control
Status and control of all signal functions
Status and control of all transport functions
Status and control of tape position & speed
Failsafe interlocking of all the above
Don’t forget automatic slating!
Tape Position Locating
Tachometer on rotating idler in tape path
Nixie and rotating dot numeric readouts
Search-to-zero without anticipation
‘Smart’ trajectory
SMPTE timecode
Sprocket holes
Synchronization
Speed sync using AC mains frequency
Magnetech resolver
Position control using SMPTE timecode
EECO synchronizer
Integrated audio/video editing systems
My Conclusions
We don’t know how good analog recording can be
If you can’t improve the technology, you can always make the tracks wider!!
Bury the problems with more signal
Areas of Opportunity
Better tapes
Better heads
Bias field shaping
Lower flutter
Lower AM
Printthrough removal
“Why don’t the specifications tell us how a tape recorder will sound?”
We aren’t measuring the important characteristics in a meaningful manner
Flutter
AM
Nonlinearities vs. level vs. frequency
Noise characteristics
Time distortions (transient response & phase)
"Bibliography"
Bibliography
Books
1. H. N. Bertram, Theory of Magnetic Recording, Cambridge U.K., Cambridge University Press, 1994.
2. M. Camras, Magnetic Recording Handbook, New York, Van Nostrand Reinhold Co., 1988.
3. A. S. Hoagland and J. E. Monson, Digital Magnetic Recording, 2nd Ed., New York, John Wiley & Sons, 1991.
4. Eric Daniel, Denis Mee & Mark Clark, Magnetic Recording – The First 100 Years, New York, IEEE, 1999.
5. Jorgensen, The Complete Handbook of Magnetic Recording, Blue Ridge Summit, PA: Tab Books, 1980.
6. J. C. Mallinson, The Foundations of Magnetic Recording, 2nd Ed., San Diego, Academic Press, 1993.
7. C. D. Mee, The Physics of Magnetic Recording, New York: John Wiley & Sons, 1964.
8. C. D. Mee and E. D. Daniel, Magnetic Recording Volumes I-III, New York: McGraw-Hill Book Co. 1988.
Related Websites
EMTEC  http://www.emtec-magnetics.com/
Quantegy  http://www.quantegy.com/
IBM  http://www.almaden.ibm.com/sst/   Highly recommended.  This site has many animations explaining disk drive technology.
ReadRite  http://www.readrite.com/html/tech.html