Remote Labs Equipment Review

Transcript of Introductory Remarks

Greetings all,

Welcome to the Open Research Institute Remote Labs Equipment Review.

Open Research Institute (ORI) is a non-profit research and development organization which provides all of its work to the general public under the principles of Open Source and Open Access to Research.

Remote Labs are two physical lab benches. They have equipment for advanced digital communications design work. This equipment will be accessible online to anyone, anywhere that wants to work on open source amateur radio satellite service or open source amateur radio terrestrial engineering development.

The primary focus of the equipment list reviewed today is to support the design, verification, and test of the DVB family of links. DVB-S2, S2X, and T2 are all commonly found in amateur radio. DVB-S2X is the protocol family used by Phase 4 Ground and Space.

Remote Labs is a part of an extremely important process of re-establishing free and open international collaboration with groups such as AMSAT-DL, JAMSAT, and AMSAT-UK, and to increase and amplify collaboration with Libre Space and other open source groups. This is possible for ORI to do by using the open source carve-outs in the US export control regulatory framework. These controls have impeded international cooperation on amateur satellite work for a long time.

A significant amount of regulatory relief was achieved over the summer by ORI for amateur radio satellite work, and more work is going on right now to build upon this success. Please see the Open Research Website news section for more details on that. Today’s discussion is not about satellite technology, but about the equipment and resources required.

We are fortunate to have the advice and input of people that make a living by using remote labs at work. The advice received so far has been heard and acted upon. Python, HTML5 plus Javascript, and command line access will be the initial methods upon to provide secure access to the equipment.

We will not be writing or using a heavy or complex software framework for the Remote Lab. We will be authorizing and authenticating users. It is highly likely that we will use the same authentication and authorization approach that we intend to use for payload communications access, in order to get more experience with that design. In other words, you may be authenticated and authorized for Remote Labs the same way that you will be authenticated and authorized for the payload communications system.

We will definitely be documenting how to use the lab. We will be responsive to feedback about accessibility and ease of use.

There will be someone physically present at the Remote Labs. The equipment is not installed in racks at an unattended site. If a function needs on-site setup, or a test plan can only be done with someone physically at the bench, then that’s how the work will be done.

Remote Labs is offered as a community resource. Therefore, the review process must include community feedback. Thank you for your time here today to discuss and review the equipment list.

As an example, Thomas Parry has provided the following feedback.

1) The initial list had no power supply listed.

2) A computer controlled coax switch matrix would be very useful to control where the signals are going between test gear, DUT, etc. without physical intervention

3) Some form of general purpose digital/low frequency IO device like an analog discovery would be pretty useful for controlling things remotely

4) A way to get arbitrary RF in and out of the PC, ie. an SDR, would be very useful

5) And please remember cabling.

Wally Ritchie responded with an updated list that includes coax relays controlled from a USB relay board(s), and the other items.

Our practice will be validate and measure any cables we make in-house, buy, or obtain as surplus or donations.

I can answer your questions about budget, operation, and policy at the close of the review, or via email.

Please welcome Wally Ritchie who will lead todays Remote Labs Equipment Review.

CJ Determination: Open Source Satellite Work is Free of ITAR

CJ Determination: Open Source Satellite Work is Free of ITAR

The United States Department of State has ruled favorably on Open Research Institute’s commodity jurisdiction request, finding that specified “Information and Software for a Digital Microwave Broadband Communications System for Space and Terrestrial Amateur Radio Use” is definitely not subject to State Department jurisdiction under ITAR, the International Traffic in Arms Regulations. This is an important step toward reducing the burden of regulations restricting international cooperation on amateur satellite projects, which have impeded engineering work by amateurs in the United States for decades.

Export regulations divide both technical information and actual hardware into three categories. The most heavily restricted technologies fall under ITAR, which is administered by the State Department. Technologies subject to more routine restrictions fall under EAR, the Export Administration Regulations, administered by the Department of Commerce. Technologies that are not subject to either set of regulations are not restricted for export.

On 20 February 2020, Open Research Institute (ORI) filed a Commodity Jurisdiction (CJ) Request with the US State Department, seeking to establish that key technologies for amateur radio are not subject to State Department jurisdiction. “Information and Software for a Digital Microwave Broadband Communications System for Space and Terrestrial Amateur Radio Use” was assigned the case number CJ0003120. On 11 August 2020, the case received a successful final determination: the technology is not subject to State Department jurisdiction. This is the best possible outcome of a CJ request.

The Final Determination letter can be found at
https://www.openresearch.institute/wp-content/uploads/2020/08/CJ-0003120-Final-Determination-Letter.pdf

Under this determination, the technologies are subject to the EAR. The next step is to submit a classification request to the Commerce Department. ORI anticipates that the Commerce Department will find that these technologies are unrestricted under the carve-out for open source in the EAR.

Open Research Institute (ORI) is a non-profit research and development organization which provides all of its work to the general public under the principles of Open Source and Open Access to Research.

This work was accomplished by a team of dedicated and competent open source volunteers. The effort was initiated by Bruce Perens K6BP and lead by Michelle Thompson W5NYV.

Open Research Institute developed the ideas behind the Commodity Jurisdiction request, hired Thomsen and Burke LLP (https://t-b.com/) for expert legal advice, organized the revisions of the document, and invited organizations and individuals with amateur satellite service interests to join or support the request.

ORI thanks Libre Space Foundation and Dr. Daniel Estevez for providing their subject matter expertise and written testimony, and JAMSAT for helpful encouragement and support.

The legal costs were fully reimbursed with a generous grant from Amateur Radio Digital Communications (ARDC). See https://www.ampr.org/grants/grant-open-research-institute/.

ARDC and ORI share a vision of clearly establishing open source as the best and safest way to accomplish technical volunteer work in amateur radio. This final determination letter provides solid support for that vision. The determination enables the development of implementation guidelines that will allow free international collaboration.

This clears the path for a number of interesting projects facilitating new methods for terrestrial and satellite communications, opening the door to robust global digital amateur communications.

Questions and inquiries to ori at open research dot institute.

P4XT (Phase One) Workshop Design Review

Learn about our work on the digital microwave broadband transponder for amateur radio.

https://www.youtube.com/watch?v=QXiWCgo10lg

All work is donated to the general public as open source.

This digital multiplexing transponder is a regenerative design, taking full advantage of a wide variety of cutting edge technology, intended for amateur radio use in space and terrestrial deployments.

This review focuses on decisions made for the prototype board set that implements the transmitter side of the payload.

Comment and critique welcome and encouraged.

Floating Vivado License for FPGA Work Purchased – Will be Available for Community Use

Thanks to the generous support of Yasme Foundation, ARRL Foundation, and many individual Open Research Institute supporters, ORI has purchased a full floating Vivado license for FPGA work. This includes the System Generator for DSP.

We are testing a setup that will make team and community use of this license possible. This is a big step forward from our current situation and will greatly accelerate FGPA design and test.

The first step was setting up a license server at a donated data center. Many thanks to Nick KN6NK for offering the time, resources, and expertise to get this working.

The second step, being tested right now, is using GitHub as a directory service for adding users and keys.

The goal is for users of the license to be able to add themselves with minimal admin overhead while asserting some reasonable control over access.

GitHub provides a way for users to get public keys. The work required of us is to script user management and periodically sync key management.

Thank you to EJ Kreiner for helping test and refine this community asset. We anticipate being able to support as many amateur technical communities and projects as possible, to get the greatest possible use from the license.

Special thanks to ARRL and Yasme. We would not be able to afford this investment without their support.

Yasme Foundation Generously Awards Grant to ORI

Yasme Foundation Generously Awards a $30,000 Grant to Support the Open Research Institute (ORI) Amateur Radio Satellite Service Research and Development Program

ORI, a 501(c)(3) dedicated to open source research and development in amateur radio, has been awarded a $30,000 grant from the Yasme Foundation. This grant completes the Phase 1 fundraising campaign and allows ORI’s communications prototype work for geosynchronous and interplanetary amateur radio satellites to proceed.

Combined with the ARRL Foundation’s recent maximum grant of $3,000, the $14,000 in proceeds from ORI’s successful Trans-Ionospheric electronic badge fundraiser, and many deeply appreciated individual donations, a total of $51,490 was raised for Phase 1 of the Digital Multiplex Transponder research and development program.

A project that will directly and immediately benefit from this work includes the Amateur Radio Exploration (AREx) project, brought to you by Amateur Radio on the International Space Station (ARISS).

AREx is devoted to designing and building amateur radio equipment for the Lunar Orbiting Platform Gateway project. This lunar orbiting station will have open source broadband microwave amateur equipment and affordable open source ground stations. AREx is not limited to Gateway, as there are many other opportunities under consideration that can re-use all of the work.

All work completed by ORI is made available to the general public at no cost.

The Yasme Foundation is a 501(c)(3) not-for-profit corporation organized to support scientific and educational projects related to amateur radio, including DXing (long distance communication) and the introduction and promotion of amateur radio in developing countries. Yasme supports various projects relating to amateur radio, with an emphasis on developing amateur radio in emerging countries and encouraging youth participation in amateur radio.

The Yasme Foundation makes supporting grants to individuals and organizations providing or creating useful services for the amateur radio community. Regardless of originality or novelty, Yasme supports these programs in order to further the development of amateur radio around the world.

The global perspective and commitment to authentic, accessible, and sustainable amateur radio training and experience puts Yasme Foundation into the rare category of organizations that provide true and broad public benefit.

Find out more about the Yasme Foundation here:
https://www.yasme.org/

ARISS is the home for AREx. ARISS can be found on the web at
https://www.ariss.org/

JAMSAT supports AREx and has partnered with ORI to work on the Gateway Ground Station, which also directly benefits from this grant. JAMSAT can be found on the web at
https://www.jamsat.or.jp

Open Research Institute supports AREx and open source amateur radio research & development, primarily microwave.

Find ORI on the web at
https://openresearch.institute

Documentation about the Phase 1 transponder program can be found on the ORI website at the following links:

Overview:
https://openresearch.institute/2019/09/27/open-research-institute-phase-4-space-grant-application-overview/

Technical proposal:
https://openresearch.institute/2020/01/10/p4xt-digital-multiplexing-transponder-project-program-proposal/

Phase 1 statement of work can be found at the summary document linked below.

Summary:
https://openresearch.institute/2020/02/21/summary-proposal-open-research-institute-phase-1-p4xt/

Digital Multiplexing Transponder Workshop Guide and Link to Audio

DMT-workshop-mp3-guide

The document linked above is a Guide to navigating the Audio Recording of the P4XT Digital Multiplexing Transponder Workshop.

The workshop was held Sunday 9 February 2020 (3PM – 7PM) at Starter Studio’s Conference room in downtown Orlando, 4.5 milesĀ from the HamCation venue.

A full audio recording (330MB MP3) is available at https://www.dropbox.com/s/9k065i5kqj3i49w/200209_1316.mp3?dl=0.

American Radio Relay League (ARRL) Awards Grant to ORI

Good news!

American Radio Relay League (ARRL) has Generously Awarded a $3,000 Grant to Support the Open Research Institute (ORI) Amateur Radio Satellite Service Research and Development Program

ORI, a 501(c)(3) dedicated to open source research and development in amateur radio, has been awarded a $3,000 grant from the ARRL Foundation. This grant, the maximum amount, will be immediately applied to Phase 1 of the Digital Multiplex Transponder research and development program. This grant allows hardware prototypes for broadband microwave digital payloads to proceed much more quickly. All work completed by ORI is made available to the general public at no cost.

A project that will directly and immediately benefit from this work is the Amateur Radio Exploration (AREx) project, brought to you by Amateur Radio on the International Space Station (ARISS). ARISS is a project sponsored by the Amateur Radio Satellite Corporation (AMSAT).

AREx is devoted to designing and building amateur radio equipment for the Lunar Orbiting Platform Gateway project. This lunar orbiting station will have open source broadband microwave amateur equipment and affordable open source ground stations. AREx is not limited to Gateway, as there are many other opportunities under consideration that can re-use what is designed and built.

Documentation about the transponder program that this award supports can be found on the ORI website at the following links.

Overview:
https://openresearch.institute/2019/09/27/open-research-institute-phase-4-space-grant-application-overview/

Technical proposal:
https://openresearch.institute/2020/01/10/p4xt-digital-multiplexing-transponder-project-program-proposal/

Phase 1 statement of work can be found at the summary document linked below.

Summary:
https://openresearch.institute/2020/02/21/summary-proposal-open-research-institute-phase-1-p4xt/

Established in 1973 by the American Radio Relay League, Inc. (ARRL) as an independent and separate 501(c)(3) organization, the ARRL Foundation administers programs to support the Amateur Radio community.

Funded entirely by the generous contributions of radio amateurs and friends, ARRL Foundation administers programs for Amateur Radio award scholarships for higher education, award grants for Amateur Radio projects, and award special Amateur Radio program grants for The Victor C. Clark Youth Incentive Program and The Jesse A. Bieberman Meritorious Membership Program.

Find out more about the ARRL Foundation here: http://www.arrl.org/the-arrl-foundation

Here are some of the organizations that will appreciate your time, energy, effort, and enthusiasm.

ARISS is the home for AREx. ARISS can be found on the web at
https://www.ariss.org/

AMSAT North American is the home for ARISS. AMSAT is active in AREx in multiple roles and can be found on the web at
https://amsat.org

JAMSAT supports AREx and has partnered with ORI to work on the Gateway Ground Station. JAMSAT can be found on the web at
https://www.jamsat.or.jp

Open Research Institute supports AREx and open source amateur radio research & development, primarily microwave.

Find ORI on the web at
https://openresearch.institute