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VCRs

 

The humble domestic VCR is pretty much taken for granted these days, and it is easy to become oblivious to the underlying technology and microscopic precision that these machines employ. The purpose of this page is to explore their fundamentals, and attempt to explain the principles behind their various features.

Helical Scanning      

Magnetic recordings are made by passing a tape coated with magnetic oxide over a recording head, (an electromagnet with a minute air gap in its magnetic circuit). The speed of the tape, and the width of the air gap (head-gap) determines the maximum signal frequency that can be recorded. An audio cassette recorder has an upper limit of about 18kHz, which is about 250 times too low for recording video signals. If the speed of the tape was increased to achieve an adequate response it would have to travel at about 11 Metres/sec. Reducing the width of the head-gap would allow us to drop the speed to about 5 Metres/sec, but this method, known as linear recording, is hardly practicable. A C90 Compact Cassette would hold only about 45 seconds of video, assuming it didn't shred itself in the process.

Believe it or not, the first studio video recorders worked on this principle. In Britain, during the 1950's the BBC had a system called VERA. (Vision Electronic Recording Apparatus) that used reels of tape 2 Feet in diameter, holding 15,000 feet of 1/2 inch tape, which was capable of recording just 15 minute programmes in black and white. 

Toshiba are believed to be the first company to solve this problem in the mid '50's, by developing a technique known as 'Helical Scanning'. This achieved the high head-writing speeds by  moving the video heads at high speed along a diagonal path over the surface of the tape in a series of stripes. The linear speed of the tape is then reduced dramatically, to speeds comparable with audio recorders.

Video recording lends itself to this technique due to the 'field structure' of the signals used in Raster Scanned Television, and the fact that the signals contain timing pulses that can be used to control the linear and helical speeds in the recorder.

From the early '70's to the present day there have been several competing systems that have been developed, using the Helical Scanning technique. The final domestic standards to emerge were the Sony Betamax and JVC VHS (Video Home System) systems, of which VHS is the only one to survive. VHS did not dominate on technical merit, but rather due to aggressive marketing methods that included exclusive deals with TV rental companies (VCRs were very expensive to begin with, and renting was a popular domestic option at the time).

The diagram below shows how the helical scanning is achieved in a VHS machine. The tape is wrapped 180 degrees around a rotating head drum which is placed at an angle to the linear axis of the tape. Suitably angled guide pins (not shown) ensure that the tape enters and leaves the drum area without creasing or stretching, and they also bias the tape slightly downwards so that the lower edge locates on a protruding Ruler Edge to stabilise its passage around the drum.

 

 

The drum is formed in two parts. The lower part, that has the Ruler Edge machined into it,  is fixed. The upper part usually has the heads mounted within it and rotates with the heads. There are a few models however that have a fixed upper part too, in which case the heads are mounted onto a disc that rotates in a narrow gap between it and the bottom part.

In either case, as the head spins it traces out a diagonal trajectory on the tape, which is wrapped around the drum in a helical fashion as shown in the diagram.

In its most basic form, the drum assembly contains two heads mounted 180 degrees apart. As one head is just leaving the tape, the other begins it scan. Due to the linear motion of the tape this head writes its track in parallel with, and just behind, the previous track. This operation repeats continuously until the recorder is stopped. 

 

Track Layout On The Tape     

It may be recalled that TV pictures are made up of a sequence of still frames, and that each frame comprises two interlaced fields. Video recorders are designed to be compatible with this approach, and signals are stored on tape as two separate fields, each on its own alternating track as shown in the diagram below. The tracks shown here are not to scale - they are very much narrower than the diagram suggests. Two of the fields that comprise a frame have been highlighted to show that odd fields are  written first, followed by even fields, just as they are in the TV case..

 

 

There are two linear tracks, one on the upper, and the other on the lower outer edges of the tape. These are written to, and read from, by separate static heads placed a little way past the video head drum. 

The upper track carries the normal (LoFi) audio signals. This is sometimes a single mono track (particularly if the VCR also supports HiFi stereo sound), but many current machines divide the track in two, to provide stereo audio. In this case, the right hand channel is located on the outer edge, which explains why this channel is the first to suffer if the tape is worn or damaged (often the case with hired tapes).

The lower track carries a control waveform to synchronise the linear tape speed during replay. This waveform is repetitive, and is locked in position on the tape relative to the position of the video tracks, repeating at each frame interval (two video field tracks). In modern machines this track also provides pulses for the tape position counter (often calibrated in real time), and the shape of the waveform can be modified to allow 'Index Marks' to be impressed on the tape for accurate searching.

 

Tape Transport       

When the videocassette is loaded into the machine, it is located above the mechanism, the front tape flap is opened, and then lowered into place. This unlocks the tape spools and locates them on their drive hubs, and places two groups of guide pins and a drive capstan behind the exposed tape. The guide pins then move the tape forward out of the cassette housing, and 'laces' it around the Video Head Drum and various other components in the tape path as shown in the diagram below.

 

 

During the threading process the tape is lightly tensioned by the natural back-tension applied from the Take-Up Spool, and a variable braking force applied to the Supply Spool, controlled by the Tension Sensor. 

When Record or Play is selected the Capstan rotates, drawing tape from the Supply Spool. The tape passes over the Tension Sensor, past the full-width Erase Head, then over an Impedance Roller, which smoothes out any vibration or jitter. It then passes around a specially angled guide pin that prepares the tape for its helical path around the tilted Video Head Drum. Another similar guide pin returns the tape to its upright condition after leaving the head drum. The tape now passes over another Impedance Roller then past the linear Audio Head and Control Head before arriving at the capstan. Tape leaving the capstan is then returned under tension to the Take-Up Spool which is lightly driven by one of the decks motors.

When 'Pause' is selected in the Play mode, the capstan drive ceases, and the tape remains in tension around the head drum. The means of achieving this varies from one machine to another, but all except the cheapest models will use some form of electronic control to position the tape for optimum freeze-frame picture.

When Pause is selected in the Recording mode, a special form of transport sequence is used called 'backspace' control. This involves reversing the direction of the capstan, and supplying reverse tension drive to the Supply Spool.

In the 'standby' condition, the Video Head Drum will be rotating and the Capstan Pinch Roller will be engaged, but the capstan will not be rotating. If left in this condition, after a few minutes the drum will stop, the pinch roller will stand off from the capstan (releasing the tension), and the back tension will be removed from the Take-Up Spool.

Fast Forward and Rewind is handled differently in most modern machines to their predecessors. It used to be the case that the tape was unthreaded, back into the cassette housing before high speed transport was commenced. Now, probably due to the success of the Betamax system that used it, the tape remains, at least partially, in contact with the head drum. This allows the Audio and Control heads to be in contact with the tape so that Indexed Search can be accomplished, and accuracy can be maintained in the Tape Counter. It also means that Play can be started almost immediately after a fast transit. Needless to say during these operations the pinch-roller is disengaged from the capstan.

Finally, the beginning and end of tape is sensed by Infra-red light passing through transparent leaders at the ends of the tape. There is a large hole in the underside of the Cassette Housing into which two IR (infra-red) transmitters are inserted when the cassette is loaded, and there are two holes on the side edges of the housing which allow the IR beams to fall on sensors when the transparent leaders enter their path.

 

Drum Head Layout     

When VCRs first appeared, their drums had only two heads, one for each field. With the exception of the simplest budget machines, that is no longer true today. With the introduction of Long Play (LP), HiFi Audio, and Flying Erase Heads, the head drum  has now become a complex high-precision assembly.

The diagram below shows how the heads are distributed around the periphery of the drum. There are also slight differences in the vertical position of the heads to compensate for their angular offsets, ensuring correct tracking of the two video field tracks.

Details of how these heads are used will be found later on this page under topics related to the facilities the heads provide. Note that not all machines have a full complement of heads as shown.

 

 

Head Design - The Vital Gap     

All magnetic recording/replay heads work on the same principle. A magnetic circuit is formed from a suitable ferrous material, and a coil of wire is wound onto it such that when an electrical current is passed through the coil, magnetic 'flux' is induced into the magnetic circuit. If an air gap is introduced into this magnetic circuit then a concentrated magnetic field is formed in the air around the gap. Placing the gap in contact with the sensitive surface of the tape causes the magnetism to be transferred to it. As the tape moves across the gap, the strength of this magnetism varies as the current through the coil is changed. In this way, electrical signals can be stored as magnetic patterns on the tape.

In replay, the action is reversed. As the magnetic pattern on the tape is passed over the air gap (head-gap), magnetic flux is induced into the head which results in a small voltage being generated across the coil.

In an audio tape recorder the heads are made of metal, but in a VCR, because the frequencies used are so much higher, they are constructed from Ferrite. This is a hard but brittle substance produced from ceramic metal oxides, formed at high temperature and pressure (by a process called sintering). It enables the intricate design of the minute heads to be be produced economically.

 

 

In order to achieve maximum signal during replay, especially at higher frequencies, it is necessary that the head gap is in exactly the same orientation as when the recording was made. This factor is a vital key to how so many heads can be used in a VCR without mutual interference between tracks of one type and heads of another (the significance of this we shall discover shortly). Each head has its own standard gap angle, known as the Azimuth Tilt, which prevents it responding to signals recorded by another head.

 

HiFi Audio Recording     

The linear tape speed is too low to provide high quality stereo sound, and a number of methods were proposed over the years to achieve near-CD quality. The method chosen for VHS is somewhat novel, but works well, and has no noticeable effect on the quality of the video image.

The technique is known as Depth Multiplex Recording, whereby  the audio signals are scanned onto the tape along with the video signals, using the same physical tracks, but employing different heads. The audio heads operate at about one-third of the frequency of the video heads, which allows them to have wider head gaps. This produces a  magnetic field which deeply penetrates the tape oxide layer. The video head, which follows it, effectively erases the surface layer, but there is still more than enough signal left on the tape to enable the audio to be recovered fully on replay.

The reasons why there is negligible interference between the audio and video signals are threefold. Firstly, the frequencies used by the two signals are a factor of three apart, secondly, the head gap azimuth tilt differs widely between the two heads, and thirdly both channels use FM (Frequency Modulation) as a recording method. FM, as used for VHF radio transmissions, has the property of always 'capturing' the strongest signal, even though a neighbouring channel may leak into its frequency band.

It should be obvious, looking at the diagram below, why HiFi sound cannot be dubbed after recordings have been made. This would effectively erase (or seriously damage) the video signal. So, whilst it is possible to place the video over the audio signals, the reverse is not true.

 

 

Flying Erase Heads     

The standard VHS specification calls for a full-width erase head. This precedes the head drum and erases signals on all tape tracks prior to new recordings being made. This is certainly adequate for normal VCR use, but is not accurate enough for 'in-machine' editing .

Video Assembly Editing and Insert Editing requires that existing video (and HiFi audio) tracks be rewritten with new  signals. For this to be successful, the old helical tracks have first to be individually erased, which the full-width erase head is incapable of doing. This is where Flying Erase heads come in. They are fitted to the drum, and rotate with the scanning heads, erasing tracks in advance of any head that will be recording new signals.

It is common for there to be only one flying erase head, which erases both odd and even tracks in one sweep as shown in the diagram above.

 

Tracking - Tape and Drum Speeds     

There are two main motors that work together to ensure that the helical tracks are written to, and read from, the tape correctly. One is the Capstan motor, which feeds the tape through the machine, and the other is the Head Drum motor that drives the rotary video heads.

Both these motors are controlled to fine limits - not only are their speeds controlled but also their 'phase'. The term 'phase' may be a little confusing so, by way of an explanation, consider two cars travelling in the same direction along a straight road. Their speeds may be identical, but one may be ahead of the other. By adjusting their phase, the two cars may be bought side-by-side, and travelling at the same speed.

The position of the video heads as the drum rotates is known to the VCR by virtue of a PG (Pulse Generator) pulse that is produced from a precise location on the circumference of the head drum. This pulse is vital to both the recording and replaying process.

When the VCR is in RECORD mode, the capstan motor runs at a constant speed such that the tape is fed through the machine at the standard VHS specification of 23.39 mm/sec. The Head Drum motor speed is not fixed, but is synchronised with the frame rate of the incoming video signal.  The phase of this motor is locked (by virtue of the PG pulses) to the field synch pulses contained within the  video signal , such that the heads contact the tape at the correct point,  ensuring that each field fits exactly along the length of each helical track.  At the same time, the linear control head writes PG pulses to the linear control track, to provide a magnetic version of 'sprocket holes', a familiar feature of movie film.

When the VCR is in REPLAY mode, the full complexity of the motor control circuits becomes evident, but different manufacturers use slightly different techniques to achieve accurate tracking of the video tracks by the rotating video heads. What is described here therefore, are the general principles involved in successfully tracking and replaying a recorded tape, rather than intimate details.

Before we start, it is worth noting that both the odd and even field heads are fed with the same signals, in parallel,  during the recording process, but on replay it is necessary for them to be alternately switched into circuit as each field is replayed. This is to prevent interference during the short periods of overlap between the end of one field and the start of the next. (By design, both odd and even heads are in contact with the tape for a short period during frame-changeover)

This time it is the head drum that is driven at constant speed (1500 rpm PAL, 1800 rpm NTSC). The head drum PG pulses are compared with the control track pulses on the tape, and the capstan speed is adjusted until these two sets of pulses are occurring at the same rate, and the phase is such that the rotating heads follow the recorded helical tracks. 

This is not the whole story however. Providing the VCR and the recorded tape are working within specification, the video heads will be following the helical tracks well enough to produce a noise free picture. However, given normal error tolerances, this is unlikely to be the case (particularly with rented or pre-recorded tapes), and some form of 'Tracking' adjustment will be necessary. This is often achieved by introducing a variable delay (phase shift) between the PG pulses and the control track pulses. In older machines it was necessary for the user to adjust a knob or slider to correct the tracking, but most modern machines adjust this delay automatically by one means or another. How this is done varies with manufacturers, and  is beyond the scope of this discussion.

 

Long Play     

Under Construction

 

Still Frame     

Under Construction

 

Audio Dubbing     

Under Construction

 

Index Search    

Under Construction

 

Record and Pause Delays        

A VCR cannot be started and stopped instantly so, in order that it may be paused and unpaused in the record mode, a standard 'backspace' control sequence is used within the VCR.

When the VCR receives a Pause signal in the recording mode, it continues for a few more frames, then backspaces many frames, to a position some way before the frame on which it was paused.

When Pause is released, the recorder plays forwards, synchronising itself to the underlying tracks until it reaches a point on the tape, near where it was paused. It then switches to the record mode and continues recording the new video signal, overwriting the tail-end of the previous recording.

The time (in frames) between the 'unPause' signal, and the start of the new recording is known as the Record Delay. The Pause delay is less easy to visualise. It is the number of frames between the point on the tape where Pause was commanded, and the position of the first frame of the new recording. Because the new recording may start on either side of the 'Pause frame', the Pause delay may be either positive or negative.

There is a more detailed, illustrated, description of this technique in the New Glitch Doctor User Guide.

As you may realise, this whole sequence has to be predictable and accurate. High-end VCRs, typically ‘Edit’ machines with ‘flying erase heads’ manage this very well because they use sophisticated electronics and ‘precision’ transport mechanisms to position the tape accurately. On the other hand, budget machines may rely on mechanical means to ‘shuttle’ the tape, or some crude form of timer. This results in inconsistent delay values which may even be found to change, depending on the amount of tape used in the cassette. These machines were never designed to be used for editing. The only reason why they use the standard ‘backspace’ procedure is to help the ‘tracking’ mechanism cope with the joins on playback, the actual frame(s) they cut to is not considered important.

 

Facts and Figures     

Under Construction