Oscilloscope Tutorial
Oscilloscope Tutorial
Oscilloscope Tutorial
Learning a new skill often involves learning a new vocabulary. This idea holds true for learning how to use an oscilloscope. This section describes some useful measurement and oscilloscope performance terms.
Measurement Terms
The generic term for a pattern that repeats over time is a wave - sound waves, brain waves, ocean waves, and voltage waves are all repeating patterns. An oscilloscope measures voltage waves. One cycle of a wave is the portion of the wave that repeats. A waveform is a graphic representation of a wave. A voltage waveform shows time on the horizontal axis and voltage on the vertical axis. Waveform shapes tell you a great deal about a signal. Any time you see a change in the height of the waveform, you know the voltage has changed. Any time there is a flat horizontal line, you know that there is no change for that length of time. Straight diagonal lines mean a linear change - rise or fall of voltage at a steady rate. Sharp angles on a waveform mean sudden change. Figure 1 shows common waveforms and Figure 2 shows some common sources of waveforms.
Types of Waves
You can classify most waves into these types:
Sine waves Square and rectangular waves Triangle and sawtooth waves Step and pulse shapes
Sine Waves
The sine wave is the fundamental wave shape for several reasons. It has harmonious mathematical properties - it is the same sine shape you may have studied in high school trigonometry class. The voltage in your wall outlet varies as a sine wave. Test signals produced by the oscillator circuit of a signal generator are often sine waves. Most AC power sources produce sine waves. (AC stands for alternating current, although the voltage alternates too. DC stands for direct current, which means a steady current and voltage, such as a battery produces.) The damped sine wave is a special case you may see in a circuit that oscillates but winds down over time.
Waveform Measurements
You use many terms to describe the types of measurements that you take with your oscilloscope. This section describes some of the most common measurements and terms.
Voltage
Voltage is the amount of electric potential (a kind of signal strength) between two points in a circuit. Usually one of these points is ground (zero volts) but not always - you may want to measure the voltage from the maximum peak to the minimum peak of a waveform, referred to at the peak-to-peak voltage. The word amplitude commonly refers to the maximum voltage of a signal measured from ground or zero volts. The waveform shown in Figure 8 has an amplitude of one volt and a peak-to-peak voltage of two volts.
Phase
Phase is best explained by looking at a sine wave. Sine waves are based on circular motion and a circle has 360 degrees. One cycle of a sine wave has 360 degrees, as shown in Figure 8. Using degrees, you can refer to the phase angle of a sine wave when you want to describe how much of the period has elapsed.
Figure 8: Sine Wave Degrees Phase shift describes the difference in timing between two otherwise similar signals. In Figure 9, the waveform labeled "current" is said to be 905 out of phase with the waveform labeled "voltage," since the waves reach similar points in their cycles exactly 1/4 of a cycle apart (360 degrees/4 = 90 degrees). Phase shifts are common in electronics.
Performance Terms
The terms described in this section may come up in your discussions about oscilloscope performance. Understanding these terms will help you evaluate and compare your oscilloscope with other models.
Bandwidth
The bandwidth specification tells you the frequency range the oscilloscope accurately measures. As signal frequency increases, the capability of the oscilloscope to accurately respond decreases. By convention, the bandwidth tells you the frequency at which the displayed signal reduces to 70.7% of the applied sine wave signal. (This 70.7% point is referred to as the "-3 dB point," a term based on a logarithmic scale.)
Rise Time
Rise time is another way of describing the useful frequency range of an oscilloscope. Rise time may be a more appropriate performance consideration when you expect to measure pulses and steps. An oscilloscope cannot accurately display pulses with rise times faster than the specified rise time of the oscilloscope.
Vertical Sensitivity
The vertical sensitivity indicates how much the vertical amplifier can amplify a weak signal. Vertical sensitivity is usually given in millivolts (mV) per division. The smallest voltage a general purpose oscilloscope can detect is typically about 2 mV per vertical screen division.
Sweep Speed
For analog oscilloscopes, this specification indicates how fast the trace can sweep across the screen, allowing you to see fine details. The fastest sweep speed of an oscilloscope is usually given in nanoseconds/div.
Gain Accuracy
The gain accuracy indicates how accurately the vertical system attenuates or amplifies a signal. This is usually listed as a percentage error.
Sample Rate
On digital oscilloscopes, the sampling rate indicates how many samples per second the ADC (and therefore the oscilloscope) can acquire. Maximum sample rates are usually given in megasamples per second (MS/s). The faster the oscilloscope can sample, the more accurately it can represent fine details in a fast signal. The minimum sample rate may also be important if you need to look at slowly changing signals over long periods of time. Typically, the sample rate changes with changes made to the sec/div control to maintain a constant number of waveform points in the waveform record.
Record Length
The record length of a digital oscilloscope indicates how many waveform points the oscilloscope is able to acquire for one waveform record. Some digital oscilloscopes let you adjust the record length. The maximum record length depends on the amount of memory in your oscilloscope. Since the oscilloscope can only store a finite number of waveform points, there is a trade-off between record detail and record length. You can acquire either a detailed picture of a signal for a short period of time (the oscilloscope "fills up" on waveform points quickly) or a less detailed picture for a longer period of time. Some oscilloscopes let you add more memory to increase the record length for special applications.
Setting Up
This section briefly describes how to set up and start using an oscilloscope - specifically, how to ground the oscilloscope, set the controls in standard positions, and compensate the probe.
Grounding
Proper grounding is an important step when setting up to take measurements or work on a circuit. Properly grounding the oscilloscope protects you from a hazardous shock and grounding yourself protects your circuits from damage.
Ground Yourself
If you are working with integrated circuits (ICs), you also need to ground yourself. Integrated circuits have tiny conduction paths that can be damaged by static electricity that builds up on your body. You can ruin an expensive IC simply by walking across a carpet or taking off a sweater and then touching the leads of
the IC. To solve this problem, wear a grounding strap (see Figure 1). This strap safely sends static charges on your body to earth ground.
Figure 2: Front Panel Control Sections of an Oscilloscope Some oscilloscopes have an AUTOSET or PRESET button that sets up the controls in one step to accommodate a signal. If your oscilloscope does not have this feature, it is helpful to set the controls to standard positions before taking measurements. Standard positions include the following:
Set the oscilloscope to display channel 1 Set the volts/division scale to a mid-range position
Turn off the variable volts/division Turn off all magnification settings Set the channel 1 input coupling to DC Set the trigger mode to auto Set the trigger source to channel 1 Turn trigger holdoff to minimum or off Set the intensity control to a nominal viewing level Adjust the focus control for a sharp display
These are general instructions for setting up your oscilloscope. If you are not sure how to do any of these steps, refer to the manual that came with your oscilloscope. The Controls section describes the controls in more detail.
Probes
Now you are ready to connect a probe to your oscilloscope. It is important to use a probe designed to work with your oscilloscope. A probe is more than a cable with a clip-on tip. It is a high-quality connector, carefully designed not to pick up stray radio and power line noise. Probes are designed not to influence the behavior of the circuit you are testing. However, no measurement device can act as a perfectly invisible observer. The unintentional interaction of the probe and oscilloscope with the circuit being tested is called circuit loading. To minimize circuit loading, you will probably use a 10X attenuator (passive) probe. Your oscilloscope probably arrived with a passive probe as a standard accessory. Passive probes provide you with an excellent tool for general-purpose testing and troubleshooting. For more specific measurements or tests, many other types of probes exist. Two examples are active and current probes. Descriptions of these probes follow, with more emphasis given to the passive probe since this is the probe type that allows you the most flexibility of use.
particular oscilloscope. This adjustment is called compensating the probe and is further described in the next section. Figure 3 shows a simple diagram of the internal workings of a probe, its adjustment, and the input of an oscilloscope.
Figure 3: Typical Probe/Oscilloscope 10-to-1 Divider Network Figure 4 shows a typical passive probe and some accessories to use with the probe.
clip the grounding clip to a known ground in the circuit, such as the metal chassis of a stereo you are repairing, and touch the probe tip to a test point in the circuit.
Figure 5: The Effects of Improper Probe Compensation Most oscilloscopes have a square wave reference signal available at a terminal on the front panel used to compensate the probe. You compensate a probe by:
Attaching the probe to an input connector Connecting the probe tip to the probe compensation signal Attaching the ground clip of the probe to ground Viewing the square wave reference signal Making the proper adjustments on the probe so that the corners of the square wave are square
When you compensate the probe, always attach any accessory tips you will use and connect the probe to the vertical channel you plan to use. This way the oscilloscope has the same electrical properties as it does when you take measurements.
The Controls
This section briefly describes the basic controls found on analog and digital oscilloscopes. Remember that some controls differ between analog and digital oscilloscopes; your oscilloscope probably has controls not discussed here.
Display Controls
Display systems vary between analog and digital oscilloscopes. Common controls include:
An intensity control to adjust the brightness of the waveform. As you increase the sweep speed of an analog oscilloscope, you need to increase the intensity level. A focus control to adjust the sharpness of the waveform. Digital oscilloscopes may not have a focus control. A trace rotation control to align the waveform trace with the screen's horizontal axis. The position of your oscilloscope in the earth's magnetic field affects waveform alignment. Digital oscilloscopes may not have a trace rotation control. Other display controls may let you adjust the intensity of the graticule lights and turn on or off any on-screen information (such as menus).
Vertical Controls
Use the vertical controls to position and scale the waveform vertically. Your oscilloscope also has controls for setting the input coupling and other signal conditioning, described in this section. Figure 1 shows a typical front panel and on-screen menus for the vertical controls.
a graticule with eight major divisions). If the setting is 0.5 volts/div, the screen can display 4 volts from bottom to top, and so on. The maximum voltage you can display on the screen is the volts/div setting times the number of vertical divisions. (Recall that the probe you use, 1X or 10X, also influences the scale factor. You must divide the volts/div scale by the attenuation factor of the probe if the oscilloscope does not do it for you.) Often the volts/div scale has either a variable gain or a fine gain control for scaling a displayed signal to a certain number of divisions. Use this control to take rise time measurements.
Input Coupling
Coupling means the method used to connect an electrical signal from one circuit to another. In this case, the input coupling is the connection from your test circuit to the oscilloscope. The coupling can be set to DC, AC, or ground. DC coupling shows all of an input signal. AC coupling blocks the DC component of a signal so that you see the waveform centered at zero volts. Figure 2 illustrates this difference. The AC coupling setting is handy when the entire signal (alternating plus constant components) is too large for the volts/div setting.
Figure 2: AC and DC Input Coupling The ground setting disconnects the input signal from the vertical system, which lets you see where zero volts is on the screen. With grounded input coupling and auto trigger mode, you see a horizontal line on the screen that represents zero volts. Switching from DC to ground and back again is a handy way of measuring signal voltage levels with respect to ground.
Bandwidth Limit
Most oscilloscopes have a circuit that limits the bandwidth of the oscilloscope. By limiting the bandwidth, you reduce the noise that sometimes appears on the displayed waveform, providing you with a more defined signal display.
Channel Invert
Most oscilloscopes have an invert function that allows you to display a signal "upside-down." That is, with low voltage at the top of the screen and high voltage at the bottom.
Chop mode causes the oscilloscope to draw small parts of each signal by switching back and forth between them. The switching rate is too fast for you to notice, so the waveform looks whole. You typically use this mode with slow signals requiring sweep speeds of 1 ms per division or less. Figure 3 shows the difference between the two modes. It is often useful to view the signal both ways, to make sure you have the best view.
Math Operations
Your oscilloscope may also have operations to allow you to add waveforms together, creating a new waveform display. Analog oscilloscopes combine the signals while digital oscilloscopes mathematically create new waveforms. Subtracting waveforms is another math operation. Subtraction with analog oscilloscopes is possible by using the channel invert function on one signal and then use the add operation. Digital oscilloscopes typically have a subtraction operation available. Figure 4 illustrates a third waveform created by adding two different signals together.
Horizontal Controls
Use the horizontal controls to position and scale the waveform horizontally. Figure 5 shows a typical front panel and on-screen menus for the horizontal controls.
Trigger Position
The trigger position control may be located in the horizontal control section of your oscilloscope. It actually represents "the horizontal position of the trigger in the waveform record." Horizontal trigger position control is only available on digital oscilloscopes. Varying the horizontal trigger position allows you to capture what a signal did before a trigger event (called pretrigger viewing). Digital oscilloscopes can provide pretrigger viewing because they constantly process the input signal whether a trigger has been received or not. A steady stream of data flows through the oscilloscope; the trigger merely tells the oscilloscope to save the present data in memory. In contrast, analog oscilloscopes only display the signal after receiving the trigger.
Pretrigger viewing is a valuable troubleshooting aid. For example, if a problem occurs intermittently, you can trigger on the problem, record the events that led up to it and, possibly, find the cause.
Magnification
Your oscilloscope may have special horizontal magnification settings that let you display a magnified section of the waveform on-screen.
XY Mode
Most oscilloscopes have the capability of displaying a second channel signal along the X-axis (instead of time). This is called XY mode; you will find a longer discussion later in this book.
Trigger Controls
The trigger controls let you stabilize repeating waveforms and capture single-shot waveforms. Figure 6 shows a typical front panel and on-screen menus for the trigger controls.
Figure 6: Trigger Controls The trigger makes repeating waveforms appear static on the oscilloscope display. Imagine the jumble on the screen that would result if each sweep started at a different place on the signal (see Figure 7).
The slope control determines whether the trigger point is on the rising or the falling edge of a signal. A rising edge is a positive slope and a falling edge is a negative slope. The level control determines where on the edge the trigger point occurs.
Figure 8 shows you how the trigger slope and level settings determine how a waveform is displayed.
Trigger Sources
The oscilloscope does not necessarily have to trigger on the signal being measured. Several sources can trigger the sweep:
Any input channel An external source, other than the signal applied to an input channel
Most of the time you can leave the oscilloscope set to trigger on the channel displayed. Note that the oscilloscope can use an alternate trigger source whether displayed or not. So you have to be careful not to unwittingly trigger on, for example, channel 1 while displaying channel 2.
Trigger Modes
The trigger mode determines whether or not the oscilloscope draws a waveform if it does not detect a trigger. Common trigger modes include normal and auto. In normal mode the oscilloscope only sweeps if the input signal reaches the set trigger point; otherwise (on an analog oscilloscope) the screen is blank or (on a digital oscilloscope) frozen on the last acquired waveform. Normal mode can be disorienting since you may not see the signal at first if the level control is not adjusted correctly. Auto mode causes the oscilloscope to sweep, even without a trigger. If no signal is present, a timer in the oscilloscope triggers the sweep. This ensures that the display will not disappear if the signal drops to small voltages. It is also the best mode to use if you are looking at many signals and do not want to bother setting the trigger each time. In practice, you will probably use both modes: normal mode because it is more versatile and auto mode because it requires less adjustment. Some oscilloscopes also include special modes for single sweeps, triggering on video signals, or automatically setting the trigger level.
Trigger Coupling
Just as you can select either AC or DC coupling for the vertical system, you can choose the kind of coupling for the trigger signal. Besides AC and DC coupling, your oscilloscope may also have high frequency rejection, low frequency rejection, and noise rejection trigger coupling. These special settings are useful for eliminating noise from the trigger signal to prevent false triggering.
Trigger Holdoff
Sometimes getting an oscilloscope to trigger on the correct part of a signal requires great skill. Many oscilloscopes have special features to make this task easier. Trigger holdoff is an adjustable period of time during which the oscilloscope cannot trigger. This feature is useful when you are triggering on complex waveform shapes, so that the oscilloscope only triggers on the first eligible trigger point. Figure 9 shows how using trigger holdoff helps create a usable display.
Acquisition Modes
Acquisition modes control how waveform points are produced from sample points. Recall from the first section that sample points are the digital values that come directly out of the Analog-to-Digital-Converter (ADC). The time between sample points is called the sample interval. Waveform points are the digital values that are stored in memory and displayed to form the waveform. The time value difference between waveform points is called the waveform interval. The sample interval and the waveform interval may be but need not be the same. This fact leads to the existence of several different acquisition modes in which one waveform point is made up from several sequentially acquired sample points. Additionally, waveform points can be created from a composite of sample points taken from multiple acquisitions, which leads to another set of acquisition modes. A description of the most commonly used acquisition modes follows.
Sample Mode: This is the simplest acquisition mode. The oscilloscope creates a waveform point by saving one sample point during each waveform interval. Peak Detect Mode: The oscilloscope saves the minimum and maximum value sample points taken during two waveform intervals and uses these samples as the two corresponding waveform points. Digital oscilloscopes with peak detect mode run the ADC at a fast sample rate, even at very slow time base settings (long waveform interval), and are able to capture fast signal changes that would occur between the waveform points if in sample mode. Peak detect mode is particularly useful for seeing narrow pulses spaced far apart in time. Hi Res Mode: Like peak detect, hi res mode is a way of getting more information in cases when the ADC can sample faster than the time base setting requires. In this case, multiple samples taken within one waveform interval are averaged together to produce one waveform point. The result is a decrease in noise and an improvement in resolution for low speed signals. Envelope Mode: Envelope mode is similar to peak detect mode. However, in envelope mode, the minimum and maximum waveform points from multiple acquisitions are combined to form a waveform that shows min/max changes over time. Peak detect mode is usually used to acquire the records that are combined to form the envelope waveform. Average Mode: In average mode, the oscilloscope saves one sample point during each waveform interval as in sample mode. However, waveform points from consecutive acquisitions are then averaged together to produce the final displayed waveform. Average mode reduces noise without loss of bandwidth but requires a repeating signal.
Sampling Methods
In digital oscilloscopes that can use either real-time sampling or equivalent-time sampling as described earlier, the acquisition controls will allow you to choose which one to use for acquiring signals. Note that this choice makes no difference for slow time base settings and only has an effect when the ADC cannot sample fast enough to fill the record with waveform points in one pass.
Other Controls
So far we have described the basic controls that a beginner needs to know about. Your oscilloscope may have other controls for various functions. Some of these may include:
Look over the other options available to you and read your oscilloscope's manual to find out more about these other controls.
Measurement Techniques
This section teaches you basic measurement techniques. The two most basic measurements you can make are voltage and time measurements. Just about every other measurement is based on one of these two fundamental techniques. This section discusses methods for taking measurements visually with the oscilloscope screen. Many digital oscilloscopes have internal software that will take these measurements automatically. Knowing how to take the measurements manually will help you understand and check the automatic measurements of the digital oscilloscopes.
The Display
Take a look at the oscilloscope display. Notice the grid markings on the screen - these markings create the graticule. Each vertical and horizontal line constitutes a major division. The graticule is usually laid out in an 8-by-10 division pattern. Labeling on the oscilloscope controls (such as volts/div and sec/div) always refers to major divisions. The tick marks on the center horizontal and vertical graticule lines (see Figure 1) are called minor divisions. Many oscilloscopes display on the screen how many volts each vertical division represents and how many seconds each horizontal division represents. Many oscilloscopes also have 0%, 10%, 90%, and 100% markings on the graticule (see Figure 1) to help make rise time measurements, described later.
Voltage Measurements
Voltage is the amount of electric potential, expressed in volts, between two points in a circuit. Usually one of these points is ground (zero volts) but not always. Voltages can also be measured from peak-to-peak from the maximum point of a signal to its minimum point. You must be careful to specify which voltage you mean.
The oscilloscope is primarily a voltage-measuring device. Once you have measured the voltage, other quantities are just a calculation away. For example, Ohm's law states that voltage between two points in a circuit equals the current times the resistance. From any two of these quantities you can calculate the third. Another handy formula is the power law: the power of a DC signal equals the voltage times the current. Calculations are more complicated for AC signals, but the point here is that measuring the voltage is the first step towards calculating other quantities.
Figure 2 shows the voltage of one peak - V[p] - and the peak-to-peak voltage - V[p-p] -, which is usually twice V[p]. Use the RMS (root-mean-square) voltage - V[RMS] - to calculate the power of an AC signal.
Figure 2: Voltage Peak and Peak-to-peak Voltage You take voltage measurements by counting the number of divisions a waveform spans on the oscilloscope's vertical scale. Adjusting the signal to cover most of the screen vertically, then taking the measurement along the center vertical graticule line having the smaller divisions, makes for the best voltage measurements. The more screen area you use, the more accurately you can read from the screen.
Figure 3: Measure Voltage on the Center Vertical Graticule Line Many oscilloscopes have on-screen cursors that let you take waveform measurements automatically onscreen, without having to count graticule marks. Basically, cursors are two horizontal lines for voltage
measurements and two vertical lines for time measurements that you can move around the screen. A readout shows the voltage or time at their positions.
Pulse measurements often require fine-tuning the triggering. To become an expert at capturing pulses, you should learn how to use trigger holdoff and how to set the digital oscilloscope to capture pretrigger data, as described earlier in the Controls section. Horizontal magnification is another useful feature for measuring pulses, since it allows you to see fine details of a fast pulse.
What's Next?
This section has covered basic measurement techniques. Other measurement techniques involve setting up the oscilloscope to test electrical components on an assembly line, subtracting noise from a signal, capturing elusive transient signals, and many others that would take too much room to list. The measurement techniques you will use depend on your application, but you have learned enough to get started. Practice using your oscilloscope and read more about it. Soon its operation will be second nature to you.