Sunday, December 25, 2022

Activity Report as ARRL Technical Advisor 2020-2022

Here's what was submitted to ARRL in December 2022. 


Michelle Thompson W5NYV

TA Since: 2020

Based on my activities over the past two years, detailed below, and my continuing interest in the ARRL technical program, I apply for reappointment as an ARRL Technical Advisor. 

In addition to the below activities, I am employed as an executive at a commercial voice and data telecommunications firm serving rural northeastern Mississippi. I am responsible for identifying and executing our technology roadmap while maintaining very high levels of service in challenging geographic and economic conditions. 


I plan to retire from commercial work no earlier than 2038.


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January 2022 to present


Chair San Diego Section of IEEE


Complete and ongoing


Being the chair of one of the largest IEEE sections in the United States means running a section with a very large number of IEEE chapters. This has given me an opportunity to promote and defend amateur radio to both academia and industry.


One of the most high profile achievements is that the San Diego Section is now the home of the second IEEE MOVE Truck, an emergency communications support vehicle with amateur radio equipment included. This project happened with my full support. I lobbied for the funding and helped to spearhead the effort to get this resource for the Western United States located in San Diego. 


You can read more about this project at: 


https://move.ieeeusa.org

 

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March 2021 to present


Chair San Diego Chapter of Information Theory Society


Complete and ongoing


The Information Theory Society Chapter of San Diego has presented the following amateur radio oriented meetings over the past two years. I made sure these meetings happened, were accessible to both in person and online participants, and that the content was up to IEEE standards. 


https://events.vtools.ieee.org/m/280773


https://events.vtools.ieee.org/m/307302


https://events.vtools.ieee.org/m/299307


https://events.vtools.ieee.org/m/308539


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February 2020 to March 2021


Vice Chair San Diego Chapter of Information Theory

Completed


Laid the groundwork for the chapter to include open source amateur radio work from San Diego members. This was very successful, with an open forum attended by 20 people at ITA2020 producing a lengthy list of amateur radio aspects that members wanted to see IEEE address and support. The perceived lack of technical innovation from amateur radio, and the effect on education in the years to come, was a top concern. 


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January 2020 to present


Chair Amateur Radio Activities for IMS2023


Ongoing


I’m the chair of the amateur radio activities for the IEEE 2023 International Microwave Society conference. This conference had a strong tradition of ARRL involvement, with ARRL occupying a free booth in the vendor area, a Ham Radio Social on the Tuesday evening of the conference, and more. Participation got highly positive reviews from the 7,000 attendees. Attendees are heavily involved in engineering education and RF industry positions.


A free booth in the vendor area and space at the Ham Social were offered at no cost. ARRL declined to participate for 2023, but maybe they’ll return in 2024. 


However, I’ve made it possible for ARRL to be represented at the social with materials about the education program at ARRL, local ARRL representatives have been invited to the Ham Social, and a solid technical demonstration lineup will be seen throughout the event. 


Amateur radio has been invited to be part of the central pavilion in the vendor area.  


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November 2020 to present


Member of Board of Space Industry Advisors at Virginia Tech 


Ongoing


https://www.space.vt.edu/advisoryboard.html


Out of the 31 board members, John Klingelhoeffer and I  are the only ones representing amateur radio interests. 


Virginia Tech has a prominent position in the engineering education landscape in the United States. Keeping amateur radio as focus at this school is an ongoing and challenging effort.

 

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March 2021 to present


Member Planning Committee RATPAC


Ongoing


https://sites.google.com/view/ratpac


RATPAC develops and presents two talks a week on amateur radio activity. The Wednesday evening presentation is of general interest. The Thursday evening presentation is focused on Emergency Communications. 


The catalog of all previous talks can be found at 

https://www.youtube.com/c/RATPAC


The catalog currently contains over 150 original videos from community leaders in amateur radio. RATPAC has nearly 2000 subscribers and the programs are widely used as amateur radio club programs.


My job includes attending weekly planning meetings where programs suggestions are reviewed and action items assigned. Development of a presentation may be very involved or as simple as inviting an experienced speaker on the subject. 


At 100 presentations a year, this is almost three times the number of presentations offered by any US hamfest. Unlike some hamfest forums, there is extensive Q&A which is captured as part of the recording and available on YouTube for free. 


The RATPAC committee is an excellent example of community participation in amateur radio. It has built a wonderful network of people and a growing archive of video recordings of immediate and enduring interest to amateur radio. 


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February 2020 to present


CEO of Open Research Institute, Inc.


Ongoing


I’m the current CEO and founder of the only research institute dedicated to amateur radio. 


We now have over 42 repositories of open source design work for amateur radio, sponsor a wide variety of projects, and are starting to bring ones begun in the 2019 timeframe to completion.


We have received funding from four different foundations and a large number of private donors. We have applications in to GitHub and IEEE.


We completed landmark regulatory work that frees open source communications satellite work from both ITAR and EAR. This is unprecedented, underappreciated, and underreported despite our best efforts.


We completed landmark regulatory work for Debris Mitigation and Orbits for Amateur Radio. This is also unprecedented and underreported.


We have successfully obtained an STA for sounding rocket work from the US Government. 


We have successfully won another sounding rocket mission from NASA, in collaboration with a private company. This mission features open source satellite circuits on 70cm. 


We have proposed the world’s first Open Source HEO project to JAMSAT. This project is ongoing work that includes open source propulsion, current technology digital communications, and FPGA development. 


We have the world’s first fully functional remote access FPGA stations for 7000 series Xilinx FPGAs. We include the Ultrascale+ as a bonus. We also have PLUTOs, MATLAB with all toolboxes, and a full floating license for Vivado. Attempts to publicize these opportunities for hams through ARRL, as all of this is available for free for any open source amateur radio work, have not been successful yet. It would be wonderful to get more attention on these advanced resources. 


My role is daily executive service to a highly accomplished and inspiring board of directors at ORI. It’s a privilege to serve this organization. 

 

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March 2020 to present


Secretary San Bernardino Microwave Society


Ongoing


I have been the the recording secretary for the San Bernardino Microwave Society since March 2020. 


I have presented twice to the club in the past two years. The first was about open source 10 GHz multimedia beacon designs. The second was how computing has been used in amateur radio from the 1980s through the future, which includes AI/ML.


I write expanded meeting minutes at each monthly meeting that include a summary of all technical reports from all members at the monthly meeting round table. This content is sent to the newsletter chair. 


I edited and submitted the ARRL Club Grant for SBMS, to fund modern digital beacons for spectrum defense. Microwave bands are under direct assault from the cellular industry, and occupancy is believed to be a factor in retaining the use of our bands throughout the next decade.


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January 2022 to December 2023


Member Technological Advisory Council of the United States Federal Communications Commission


Completed


I represented Open Source and Amateur Radio interests through Open Research Institute at the FCC TAC for 2022. I was a member of the Artificial Intelligence and Machine Learning Working Group. 


My job required weekly meetings where we either had a guest speaker, or deliberations on what regulations to recommend to the FCC. 


Our work products were a set of recommendations, a codex of articles, and a slide deck of 250 slides documenting all of the technical background for the three sets of recommendations. 


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January 2022 to December 2023


Chair of “Safe Uses of AI/ML” Sub Working Group of the Technological Advisory Council of the United States Federal Communications Commission


Completed


I was the co-chair of the “Safe Uses of AI/ML” Sub Working Group of the FCC TAC for 2022. I served alongside Paul Steinberg of Motorola. I represented Open Source and Amateur Radio interests. 


My job required scheduling meetings, recording, editing, and publishing the meetings to the TAC, recruiting guest expert witness speakers, and producing, editing, and presenting the recommendations from the Sub Working Group to the full TAC. 


All of the recommendations from the Sub Working Group were unanimously adopted by the FCC TAC on 8 December 2022. 


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September 2019 to September 2021


Member Board of Directors of AMSAT


Completed


I was prevented from serving AMSAT in this position by incumbent board members who were very angry I won a position and publicly stated that they were going to retaliate by any means necessary.


Legal action was taken after six months of polite requests to be seated on the board. AMSAT was found to be in the wrong in two out of two actions, both involving defamation.


This disappointing experience has been publicly documented here:


 https://www.blogger.com/blog/posts/9085758q=label%3A%22AMSAT%20Board%20of%20Directors%22


AMSAT leadership did not behave honorably or well during these two years, with multiple examples of unprofessional and extremist speech at the two required annual meetings they were forced to hold according to the by-laws.


Incumbents wrote and passed (as they held an insurmountable majority) several by-laws changes specifically designed to remove candidates that current board members do not approve of. These by-laws were designed to prevent people like me or Patrick from being able to run for the board. 


I have multiple circuits in space through AMSAT, volunteered tirelessly for many years across many projects, staffed their booths, gave talks, recruited members, and was deeply disappointed to be treated so badly by people that never even bothered to introduce themselves to me. 


I appreciate all the people that voted for me in a landslide victory in a crowded field, and was resolutely dedicated to serving those members’ interests for the entire two years. 


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August 2022


Exposed Corruption at ARDC


Completed


https://w5nyv.blogspot.com/2022/08/update-on-troubling-situation.html


ARDC is corrupt. This is not an isolated example.  


ORI is not the only organization to be treated this way. Other organizations and individuals have also not been treated unfairly by ARDC. This is an extremely important thing to speak up about given the massive amount of money suddenly available in amateur radio.


I do not believe in sacrificing ethics in exchange for any amount of money. I do not believe that a foundation in amateur radio should behave in a consistently unethical manner. 


All objections to unethical behavior at ARDC were made privately multiple times before they were published. 


Deliberately harming a successful non-profit in amateur radio is inexcusable. 


ARDC behavior has resulted in reduced activity in amateur radio and highly negative sentiments about ARDC from a diverse set of people. 


ORI’s CFO documented the bad behavior specific to ORI. The factual narrative is available to anyone that wishes to read it. 


ORI’s CFO is Steve Conklin and he can be contacted at steve@conklinhouse.com

 

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December 2022


STA granted


Complete


STA file number 1654-EX-ST-2022 was granted for work that I managed. 


Here are some of the details:


“An STA is necessary to address the special case of an amateur radio space station operating on a sub-orbital rocket. The rocket/space station will reach an altitude of approximately 125km at apogee and return immediately to Earth. The flight path will be entirely within the borders of the United States (Spaceport America New Mexico for launch, White Sands Missile Range New Mexico for recovery). The rocket flight is regulated through the FAA and coordinated with Spaceport America/White Sands Missile Range. Total flight time is less than 20 minutes. A waiver of 47 CFR 97.207(c)(2) is requested to allow transmission between 430MHz and 435MHz. This will avoid interference with existing orbital space stations. A waiver of 47 CFR 97.207(b) is requested. The transmitter control system is designed such that transmissions will automatically cease 30 minutes after detection of launch. A waiver of 47 CFR 97.207(g) is requested since operation is being conducted solely within the United States, on a requested frequency outside of international coordination, and the sub-orbital mission poses no orbital debris or collision hazards. Additionally, the space station remains an integral part of the rocket. The rocket will meet all safety criteria required to obtain appropriate waivers from the FAA.”


This work supports experiments with amateur radio LoRa mode communications and features an open source board that is suitable for pico-satellite integration.


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December 2020 to present


Review Articles for QEX


Ongoing


I review articles in my area of expertise for QEX magazine. I provide feedback on whether or not the article would excite, enlighten, and inspire amateur experimenters. 


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December 2021 and December 2022


Letters of Recommendation


Completed


I wrote letters of recommendation for amateur radio operators applying to graduate schools in the United States. Most of these students were from outside the United States and were from underrepresented backgrounds. 


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October 2020, March 2021, October 2021, March 2022, September 2022


Ham Expo Organizer


Completed and ongoing


I’ve been an active and involved QSO Today Ham Expo organizer and presenter since October 2020. 


I’ve helped many individual hams complete their video recordings, supported hams requiring special accessibility accommodations, served as a moderator, presented talks, organized entire tracks, organized workshops, recruited sponsors, recruited vendors, staffed booths, presented posters, run virtual social events, and publicized the event. 


I experienced harassment from both AMSAT and an ARDC officer at this event. 


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HamCation 2020


Exhibitor, Forum Organizer


Completed


Organized a booth, recruited and scheduled volunteers, managed a technical demonstration, and ran one of the forum tracks. Organized and hosted a fundraising workshop for ORI that was well attended by academic, amateur, and industry representatives. 


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HamCation 2021


Exhibitor, Forum Organizer


Completed


https://www.youtube.com/playlist?list=PLSfJ4B57S8DlyCfHtz3pbJ_4gcFCS9iwM


All talks from the forum track that I organized can be found in the link above. 


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HamCation 2022


Exhibitor, Forum Organizer


Completed


Organized three booths, recruited and scheduled 10 volunteers, managed a technical demonstration, and ran a full forum track.


Presented as the anchor speaker at the ARRL technical track “The Magic of Digital Communications” at the ARRL Forum held immediately before HamCation. 


In-person harassment from AMSAT and officers of ARDC influenced by AMSAT occurred at this event.


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August 2022 to present


Support University of Puerto Rico RockSat-X Sounding Rocket Flight


Ongoing


I am an educational support advisor to the students at University of Puerto in their RockSat-X sounding rocket launch. This launch uses an open source high bitrate amateur radio mode designed by Open Research Institute to communicate data from the scientific payload onboard to the ground. 


The sounding rocket opportunity was awarded after a competitive process. Amateur radio is being used here to help the students learn about modern digital communications techniques. The Opulent Voice protocol uses modern open protocols, Golay Codes, Convolutional Codes, 4-ary coherent FSK modulation, and is easy to implement on any SDR. 


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October 2022


Co-wrote an open source COBS decoder in VHDL for amateur radio baseband applications


Completed


https://www.openresearch.institute/2022/12/05/open-source-cobs-protocol-design-document/


This is the first published open source COBS protocol decoder in VHDL. 


See more about COBS at 

https://en.wikipedia.org/wiki/Consistent_Overhead_Byte_Stuffing


My co-author and I anticipate submitting an article to QEX about COBS once end-to-end RF tests are complete.


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September 2022


Wrote an article for QEX “Forward Error Correction in Opulent Voice”


Completed


Publication date expected to be April 2023. 


This is a novel open source high bitrate voice and data communications protocol. It is a vast improvement over existing digital ham voice protocols and can be used at 70 cm and above. 


Here’s a presentation Paul Williamson KB5MU made about it from Ham Expo:


https://youtu.be/9W63MJvxE10


Here’s a video demonstration of this protocol at ORI’s large installation at DEFCON 2022:


https://youtu.be/KjObrlSpGp0


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August 2022


DEFCON 2022 RF Village Open Source Showcase


Completed


I organized, scheduled, and executed a large Open Source Showcase at DEFCON 2022. 


DEFCON is a hacker convention in Las Vegas, NV USA. 


More information about this large ham-friendly event that attracts over 25,000 people a year can be found here: 


https://defcon.org/


Our installation, which featured amateur radio technical, regulatory, and competitive content was featured on DEFCON TV. 


A video of our demonstrations can be found here: 


https://youtu.be/KjObrlSpGp0


Dozens of amateur radio volunteers contributed to this installation and the set of hands-on technical and regulatory demonstrations. 


The content from this exhibit in RF Village equaled or exceeded all of the exhibit space in Ham Radio Village, where we’ve had exhibits in the past. 


We outgrew our Ham Radio Village floorspace allocation, so we moved to RF Village, where the floor space was large enough for all our work.


We anticipate returning in 2023 with more. 


No harassment occurred at this event. 


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December 2021 to present


Original Research on United States Amateur Radio Licensee Demographics


Completed


I wrote and published open source Python code to analyze the Amateur Radio ULS files and determine race and sex distribution over the past 10 years.


Race was determined by zip code, using statistics from US census results of 2020. 


Sex was determined using a machine language model that makes a probabilistic guess on sex based on the first name of the licensee.


The number of women licensees is in steady decline, from over %15 percent in 2012 to %12 percent today.  


Estimates of race, including sorting and peer effect, are 90%+ white. 


A companion article was written with a code walk-through, a literature review, and practical advice on improving diversity. This article was submitted to QST and declined. 


A presentation was made through RATPAC about an early version of the work in January 2022, and can be found here: 


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


Article will be published in 2023. 


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October 2021


Meeting with FCC to discuss Debris Mitigation and Orbits for the Amateur Radio Satellite Service


Completed


Organized, managed, edited, and presented at a meeting with the FCC concerning Debris Mitigation and Orbits in the Amateur Radio Satellite Service. 


This successful meeting determined two orbits available to the Amateur Radio Satellite Service, and addressed Debris Mitigation rules and their effect on amateur radio. 


Ex parte filing can be found here: 

https://www.fcc.gov/ecfs/document/110291445225/1


Special thanks to ARRL for their support of this effort.  


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October 2020


Comments on Further Notice of Proposed Rulemaking


Completed


https://www.fcc.gov/ecfs/document/1006363725630/1


Comments filed with the FCC on Debris Mitigation and Amateur Radio Satellite Service. 


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February 2020


Comments on Notice of Proposed Rulemaking


Completed


Wrote and filed a comment with the FCC concerning changes to the 3 GHz band. 


Allow the Amateur Satellite Service to keep their current allocation at 3.40 to 3.41 GHz for space-to-space communications and expand this allocation to 50MHz within the existing amateur 3.30 to 3.50 GHz allocation...


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October 2021


Space and Satellite Symposium


Completed


Organized, managed, and executed an IEEE Symposium featuring open source amateur radio work in Space and Satellites. 


All recordings can be found here: 


https://www.youtube.com/playlist?list=PLSfJ4B57S8DnhlrRya50IxGP90_uGpiho


Special thanks to the IEEE Information Theory Society for sponsoring this successful event. 


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April 2022 to present


Ribbit Project


Ongoing


The Ribbit Project is an ORI project that allows any cell phone to turn any HT into a digital communications device. 


Using Polar codes and audio tones, SMS style messages can be sent over the air. The primary application is Emergency Communications. 


My job has been to remove roadblocks and provide resources to the project team, recruit members, enable publicity, and provide technical advice when needed. 


This is one of only two amateur radio projects in the world using Polar Codes, which are the most advanced forward error correction known. These codes are used in 5G cellular. We see no reason that amateur radio shouldn’t be using them as well, and have done the work required to bring those codes to common amateur radio use cases. 


See a video presentation about Ribbit here: 


https://www.youtube.com/watch?v=TGzgIjEt9wA


And another more technical video about this work here:


https://www.youtube.com/watch?v=ubPP48ojJ3E


Home page:


https://www.ribbitradio.org/


Note: Rattlegram is the name of the mobile app. Ribbit is the name of the project, which includes the protocol and infrastructure to include it in repeater systems. 


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January 2020 to January 2021


Merit Badge Counselor for Boy Scouts


Completed


I was a merit badge counselor for many technical merit badges, including Radio, Codes, and Programming.


I was one of the STEM counselors for a day-long merit badge fair at UCSD in February 2020. 


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August 2019 to August 2020


Chaired 2020 GNU Radio Conference


Completed


All of the duties of conference organizing for a large virtual (due to COVID-19) event. I implemented an Amateur Radio track, recruited amateur radio speakers, organized amateur radio friendly workshops, and featured amateur radio content in an online CTF competition that attracted over 60 competitors. 


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January 2020 to August 2020


Hack-a-Sat 2020


Completed


Recruited, organized, and supported amateur radio members for the competitive and well-regarded ADDVulcan CTF Team for the Hack-a-Sat competition. 


See details at: 


https://hackasat.com/has/


Our team made the finals and finished 8th. 


News item was submitted to QST about the achievement. 


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January 2021 to August 2021


Hack-a-Sat 2021


Completed


Recruited, organized, and supported amateur radio members for the competitive and well-regarded ADDVulcan CTF Team for the Hack-a-Sat competition. 


See details at: 


https://hackasat.com/has2/


We did not make the finals, but finished in the top few percent in qualifications. 


The event attracts many thousands of teams. 


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December 2022 to present


Hack-a-Sat 2023


Ongoing


Started the process of recruiting amateur radio members for this competition. The advantages in the past have been that the team gets practical radio knowledge from amateur members, and the amateurs join a competition computing team with highly competent software experts.


The crossover and interdisciplinary rewards have been large for everyone involved. In some cases, involvement has lead to new opportunities for the amateur participants and new licensees from the competition team members. 


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November 2022


Kraken SDR Repository and ITAR


Ongoing


The principal of Kraken SDR reached out to me for help with an ITAR problem. The Kraken SDR Passive Radar repository had been taken down due to ITAR. This was a proactive step due to concerns about violating rules on passive radar applications. Kraken SDR is of great interest to amateur radio operators and open source enthusiasts.


I provided advice and offered support. 


For more information on this ongoing issue, please read 


https://spectrum.ieee.org/passive-radar-with-sdr


And 


https://hackaday.com/2022/11/19/open-source-passive-radar-taken-down-for-regulatory-reasons/


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January 2006 to present


Trustee W6NWG


Ongoing


Trustee for the Palomar Amateur Radio Club call.

 

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January 2021


Established Remote Labs


Ongoing


An enormous technical effort, ORI’s Remote Labs were put into operation in January 2021. 


There are now four labs with a variety of equipment. These are remote lab benches that allow anyone, anywhere in the world, to do open source digital communications design work, for free, 24/7. 


My job was to specify, purchase, install, commission, and fully test the equipment. I turned over maintenance and improvement to Lab Leads. I now support the Lab Leads in Remote Lab West, Remote Lab South, Remote Lab UK, and Remote Lab DC. 


My support role is to remove roadblocks and provide resources, solve any technical problem that the Lab Leads have, and recruit users.


The equipment was funded by ARDC shortly before they issued threats against Remote Labs and began a campaign of targeted harassment against ORI leadership. Despite this treatment, the original grant was executed on time and on budget and continues to produce a very high ROI. 


For more information about Remote Labs, please read: 


https://github.com/phase4ground/documents/tree/master/Remote_Labs


All of the software that allows Remote Labs to work is open source. 


I have assisted several organizations in duplicating this amateur radio innovation. 


Most of the users of Remote Labs come from Europe. Fewer US hams are advantage of it than Europeans. 


This may be mostly due to the declining number of US people specializing in hardware design. The labs are focused on FPGA design work for digital communications, and this is a field that has a  severe shortage of human resources in the US. 


We’ve been able to get a number of people from “no experience at all” up to “being able to get hired for FPGA work”. I view successful professional development like this as part of the amateur radio mission. 


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October 2022 to present


AI/ML Handbook for Amateur Radio


Ongoing


Organize a team to design and write AI/ML Designs for Amateur Radio. This is to bridge the substantial gap from theory and hype to practice and competence. 


Current stage is recruitment. See:


https://forms.gle/XwXx3HpHG6k686xr6


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January 2020 to present


ITAR/EAR Regulatory work


Complete and ongoing


Please see the summary of the work I lead here:


https://github.com/phase4ground/documents/blob/master/Papers_Articles_Presentations/Posters/ITAR-EAR-poster-2022.pdf


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