Antenna Polarization
Exsmokey,
Well...based on what you just wrote I am now getting confused;-()! Ok, the way I was taught and the way I have continued to read it in texts subsequently, is that antenna "polarization" is based on the electrical half of the electromagnetic wave. The magnetic half is always 90 degrees out of phase with the electric half. So, a "straight up and down" or vertically polarized signal would have the electric portion oscillating "vertically" relative to the earth's surface; this would be mechanically analogous to you jumping up and down in one place. The magnetic portion would be perpendicular to the electric portion so it would oscillate "from side to side". To be most effective, the antenna for a vertically polarized signal should be (ideally) "straight up and down". Normal car whip antennas, "rubber duckies" (held correctly, i.e. vertically), vertically polarized beams (the driving and radiating elements all would be perpendicular to the base of the antenna/earth's surface - you jumping up and down again), etc. all would be examples of vertically (ideally) polarized antennas.
Horizontally polarized antennas would have the radiating elements arranged parallel with the earth's surface - you moving from side to side. This is relatively easy for fixed base station beam antennas to be engineered for and mechanically manipulated but not so easy for mobile use. By tipping your handheld on its side you can get a relatively bidirectional horizontally polarized "antenna system" for a typical portable with an unmodified standard portable whip or rubber ducky antenna. Aside from the obvious relative mechanical difficulties involved in directly implementing them in a mobile scenario, the other problems with horizontally polarized antennas are that it takes more thought and engineering to create an omni-directional horizontally polarized antenna. It can be done and certainly is but the usual designs do tend to look a bit odd to the uninitiated. Square loops and, I think, egg beater-type, antennas (not sure about the latter) are examples of this. Another typical cheap fixed example is the crossed half-wave folded dipole antenna frequently used, at least in the past, for omni-directional reception of broadcast FM signals. And another, even cheaper, and, I would think, less effective example is the "S" folded dipole antenna (looks like an "S" when viewed from above).
For most common antenna types, you can tell what the polarization is simply by seeing whether the elements are straight up and down (vertically polarized) or arranged sideways (horizontally polarized). However, some antennas do not follow this rule (at least not obviously). Notably, the quad beam directional antenna and the common discone (TRUE discone, with no vertical whip add-ons). The quad has elements that are either both vertical and horizontally arranged or the same but tipped 45 degrees (I am getting into my ignorance zone here (on quads) so I suspect more quad antenna-savy folks may check me - be warned). As I understand it, for quads, it depends on how the antenna is fed - how the feedline is connected to the antenna. I think it depends on whether the feed is connected to the vertical element or to the horizontal element; there may be other methods, I am not sure. In any case, just by looking at a quad beam from a distance it may not be obvious what polarization it is set for. I think some designs actually used a switching system to allow the user to switch polarization remotely from the operating position (I seem to remember a series of cubical quad antennas designed for CB use and later for 10 meter amateur use way back in the heyday of the CB craze that did this - I think the brand was "Avanti" or some such).
The true discone is, by nature, an omni-directional vertically polarized antenna. But if you look at it it seems to have no vertically radiating elements. It gets its vertical polarization from (crudely put here for simplicity) roughly the interplay between the top disc portion and the conical bottom portion according to a mathematical formula. That also dictates the ratio of disc-to-cone size which (again oversimplified here) ultimately dictates the lowest effective frequency for the discone (which, ideally with perfect parts and construction in a free space vacuum would have nearly infinite upper frequency limit hence the discone's notable broad banded reputation). Anyway, again, if you don't know anything about discones then just by looking at them you might not see an obvious vertically polarized antenna - but they are.
In any case, the reasons to choose vertical vs. horizontal polarization (and BTW, you CAN choose any polarization not just vertical or horizontal - those are just the two most common choices; an example is circular polarization with a further choice of right handed or left handed circular polarization - this is commonly used for space-earth communication often using helical antennas) are varied and usually based on practicality vs. need. One reason to "go horizontal" is to gain some atmospheric and man-made noise rejection which has a lot of its energy close to the vertical plane relative to the earth surface at the receiving station. Another reason is that it is claimed that in the HF portion of the spectrum wherein common long distance communication is obtained by reflecting signals from the earth's ionosphere it is more effective to use horizontal polarization versus vertical polarization - as I recall, I have read of some debate among experts here so that is why I wrote "claimed" above. Mechanically, it seems a tad easier to mount and rotate beams in the lower HF spectrum horizontally then to do so vertically; this, together with the simple fact that it is just a standard for HF long distance use, is why you so often see those large HF Yagi beam antennas with their horizontally arranged elements atop houses with lucky amateur radio operators that have no antenna restrictions ;-)!
On VHF and above, I am not sure whether the noise problem is a major deciding factor as both atmospheric and man-made noise tends to go down relative to the HF spectrum (though you might disagree when in close proximity with modern computer hardware!). Also, since so much of the VHF and above spectrum is used for local land-mobile (containing many car and handheld users) communication it is just easier to make everything primarily vertically polarized - makes it cheap and easy to use standard whips on cars and handhelds plus they are, ideally, relatively omni-directional which is most practical for a mobile environment. Now, if all you want is to communicate fixed point-to-point as in a base station to base station setup or a linked repeater setup you could go either way no problem as you aren't concerned with communication with mobiles or handhelds. So, you might go with horizontal polarization simply to reduce interference from co-channel and in-band vertically polarized signals from other users. At the higher VHF and UHF frequencies it's pretty easy to set a typical Yagi beam as a horizontally polarized antenna for fixed station to fixed station use - standard beam just mount it physically such that the elements are parallel with the earth's surface relative to the base of the station's antenna mount. I think this is why many link stations use horizontal polarization - to reduce interference from in-band and co-channel undesired vertically polarized signals. I actually am ignorant of the directionality characteristics of vertically polarized beams versus horizontally polarized beams (with otherwise identical designs); off the top of my unfortunately insufficient head I can't see why, in an ideal sense with all other factors being equal and neglecting terrain topology and atmospherics, there should be a difference but, again, I'm just stupid on this point and someone with better knowledge than I will likely correct me here.
Also, it should be noted that, as signals get bounced around and reflected, their polarization can vary from the initiating desired "perfect" vertical or horizontal ideal. So, at a distance, the destination station may get something considerably off from the original polarization which will cause extra loss - just par for the course in the real world. This is especially true as you get to shorter and shorter wavelengths - one reason that cross polarized and circularly polarized antennas are sometimes used to reduce such effects. Obviously, fixed-to-fixed usage experiences this less than would fixed-to-mobile or mobile-to-mobile usage.
In your case - maybe they do use vertical polarization for linked repeaters?!? I couldn't say one way or the other. I suspect it's up to the techs on a situational basis. If they want to reduce interference from other users in-band that are primarily vertically polarized then they might go horizontal but if they don't need to do this then they might not. Again, there may be a directional characteristic to this also I just don't know.
If they do use vertical polarization for fixed linked repeater usage then the only loss a non-system listener with a typical handheld, mobile, or base scanner antenna would experience aside from standard path loss due to terrain topology, atmospherics, and distance would be from being outside the directional beam's ideal signal path and not to opposite polarization loss (again, neglecting the nearly unavoidable changes in polarization that the signal may experience on its journey to the receiver).
So, I think, based on the first part of your last post your initial understanding was correct. With the exception of some, most antennas will polarize their transmitted signals depending on the orientation of the radiating elements (relative to the electric portion of the electromagnetic wave). Horizontal elements means horizontal polarization (parallel to the surface relative to the antenna base) and vertical elements means vertical polarization (perpendicular to the surface relative to the antenna base).
My confusion, then, comes from your earlier post wherein you seem to imply that the link antennas have a special characteristic with regard to their polarization relative to a typical scanner listener that they need to take into consideration and, possibly, compensate for if possible - if they are truly vertically polarized, as you say, then there is no such consideration necessary since most scanner users will have vertically polarized antennas. Relative location outside the system's directional beams' intended path obviously WILL have an impact on said listener, of course, but not polarization (ideally).
So, as far as I can tell, don't change your understanding of polarization - you have, or had, it right as (for most antenna designs) element orientation directly, and NOT inversely, relates to polarization of the electric portion of the electromagnetic wave. But, as far as I know, this is totally independent of directionality characteristics all other factors being equal and neglecting effects from terrain topology, etc.
Sorry I got so long winded, or rather worded - I actually had more but it wouldn't let me post as I was over the limit so I had to shorten it! And hope I didn't confuse you more!
-Mike