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EYE ON FIBER

 

 

Fiber Optic Connectors: Yesterday Today, and Tomorrow

An Update

 

Eric R. Pearson, CPC, CFOS

Pearson Technologies Inc.

 

Abstract

In this paper, we present an overview of the status of fiber optic connectors. This overview covers: the advantages, status and changes in use of connector types; results of cost analyses of installation methods; and projections of future changes. Significant results include connector type cost comparisons and installation methods cost comparisons. The connector cost comparisons demonstrate a favorable total cost for SC connectors and a favorable cost for the installation methods of epoxy, quick cure and hot melt adhesive.  These two results are the opposite of commonly held views.  The favorable total cost for SC connectors results from a doubling of connector density relative to that of the ST-compatible connectors. The favorable total installed cost for epoxy, quick cure and hot melt adhesive methods results from a cleave and leave connector price premium that is not recovered through reduced labor cost.


Introduction

During the last 25 years, fiber optic connectors have evolved from their original designs to their current designs. Relatively speaking, the original designs had the characteristics of large size, crude design, difficulty of installation, and in some aspects, poor performance. Todays designs have the characteristics of small size, simple design, ease of installation, and in many aspects, excellent performance. 

In this technical session, we present an overview of the state of fiber optic connectors.  We will examine the types in use, the advantages and disadvantages of these types, the methods of installation and their advantages and disadvantages, a comparison of total installed cost, performance concerns, and a review of the recent changes in testing required by TIA/EIA-568 B.

Types and Benefits

In order to simplify the presentation, we organize fiber optic connectors into two groups based on the level of performance required: moderate performance and high performance.  While not always true, moderate performance is required in data communication and CCTV applications; and high performance, in telephony or CATV applications.  This organization is somewhat arbitrary, in that the same style, or type, of connector can be used in either application. This organization ignores special purpose applications, such as underwater and field tactical

Connector Structure

Almost all connectors[1] have the same structural elements: ferrule, retaining nut or latching mechanism, back shell, key and strain relief boot (Figures 1 and 2).  When used on jacketed cables, connectors have a crimp ring or crimp sleeve for attaching the cable strength members to the connector back shell.

 

outer housing inner housing back  crimp    boot

with latch      with ferrule         shell  sleeve

Figure 1: The SC Connector Parts

Figure 2: The ST-Compatible Connector Parts

Ferrules provide the precise alignment of the fiber necessary to provide low power loss. Ferrules can have straight sides, be stepped, as in the 906 SMA, or be conically tapered, as in the biconic connector.  Ferrules can have flat end faces or radius[2] end faces.  Early connector designs have flat end faces; current designs have radius or angled end faces.

Ferrules can be of many different materials, though ceramic,[3] liquid crystal polymer, and stainless steel are the three most common. Early connector ferrule materials included the additional materials of nickel-plated brass, aluminum, zinc, thermoplastic polymer, and thermo set polymer.

Retaining nuts or latching mechanisms allow the connector to be connected to an active device or to a patch panel.  As retaining nuts require space for rotation, use of connectors with nuts increases the cost of the network.  Many early connectors have retaining nuts.[4]  Most current and small form factor (SFF) connectors have latching mechanisms.

The back shell is the location to which the cable is attached to the connector.  The back shell can be rigidly attached to the ferrule or can be separated from the ferrule by a spring. Early connector types had a rigid attachment.  Current and future connector types have separation of ferrule and back shell.

Connectors can be keyed or unkeyed. A key can be attached to the ferrule or be part of the latching mechanism.  Early connector types were unkeyed.  Current and future types are keyed. For most connector types, the key is fixed.  For some, such as the D4, the key is tunable for achievement of the lowest possible loss.

The strain relief boot provides a mechanism for controlling the bend radius of the fiber as it exits the back shell.  This boot improves the reliability of the connector.  Some early connectors had heat shrink tubing instead of the boot.  Almost all connectors sold today have boots.

Four Features Determine Performance

Four connector design features determine the performance and reliability of all connectors: keying; contact of ferrules; isolation of ferrule from axial tension on the cable, known as pull proof  behavior; and isolation of ferrule from lateral pressure on the back shell of the connector, known as wiggle proof behavior.

The first two design characteristics, keying and contact, are common to both the popular styles, which dominate the industry, and the small form factor (SFF) types, the challenging princes and future market leaders.

Keying is a design feature that was absent on the early designs, but mandatory on current and future designs (Figure 3).  The key prevents relative rotation of the ferrules of two mated connectors.  This prevention results in a reduction in the variability of power loss from connection to connection.

Figure 3: The SC Connector Latch (Top) and Key (Bottom)

This variability, referred to as repeatability is commonly specified as a maximum of 0.2 dB[5] from insertion to insertion. In testing repeatability during installation training programs, we find typical repeatability to be closer to 0.1 dB than to 0.2 dB.

From similar testing on unkeyed legacy connector styles (905 SMA and 906 SMA), we have found typical repeatability ranged from 0.5 dB to as high as 1.0 dB.[6]

This improvement from keying is obvious and significant in two situations: initial network certification and maintenance or troubleshooting. During initial network certification, the lack of high repeatability of unkeyed connectors could result in the need to tune connectors to bring link power loss into compliance with specification.  Subsequent disconnection and reconnection of any connector could result in loss of the preferred ferrule orientation and in link failure. 

During maintenance or troubleshooting, current loss measurements are compared to original measurements.  There is a possibility that improvement in the alignment of unkeyed connectors could mask a degradation of link elements.  With this possibility, interpretation of changes is more difficult with unkeyed connectors than with keyed connectors.

Contact of connector ferrules is a second design feature that was absent on the early connector types, but a consistent feature of current and SFF types.  Contacting ferrules provide the advantage of reduced power loss.  Because fibers have a critical angle within which all light travels,[7] a non-contact connector design allows the beam of light to expand to a size larger than the core of the receiving fiber.  This expansion results in the receiving fiber failing to capture, or couple, all of the light from the transmitting fiber (Figure 4). This change, from non-contact to contact connector design, has resulted in a significant improvement of power loss characteristics (Table 1).

Pull proof behavior results from isolation of the ferrule from motion due to axial tension applied to the back shell.

Table 1: Comparison of Non Contact to Contact Connector Losses[8]

Type

Typical loss

Maximum loss

Non contact

1.0 dB/pair

2.0 dB/pair

Contact

0.3 dB/pair

0.75 dB/pair[9]

 

Figure 4: Non-Contact Connectors Exhibit Increased Loss

This isolation, which can be achieved by inclusion of a spring between the ferrule and the back shell, prevents an increase in power loss when tension is applied to the cable

Wiggle-proof behavior results from isolation of the ferrule from the motion due to lateral pressure applied to the back shell.  Such pressure will result in increased power loss if the ferrule tilts in response to such pressure. In summary, a pull-proof, wiggle-proof connector provides more reliable operation than one that is neither.

Types of Connectors

Moderate Performance Connectors

Moderate performance connectors are those that exhibit moderate power loss.[10]  Moderate performance connectors are used in applications in which there is little or no concern for reflectance.

We define moderate power loss as a maximum of 0.75 dB/pair and a typical of 0.30 dB/pair. These values are appropriate for products used in data communications, CCTV, industrial, and process control applications. These values are typical for both multimode and singlemode connectors that are keyed and contact.

Two Popular Connector Types

The two most popular, or commonly used, connector types are the ST-compatible[11] and the SC.

ST-compatible. First introduced in 1986, the ST-compatible (Figure 2) is keyed, contact, moderate loss connector that is not pull proof or wiggle proof.  Installation of the ST-compatible is significantly easier and faster than installation of predecessor connector types.[12]

SC. First available in 1988, the SC (Figures 1 and 3) was developed by Nippon Telephone and Telegraph (NTT) in Japan. The SC did not begin to become commonly used until it became the connector type required for compliance with the Building Wiring Standard, TIA/EIA-568.

The SC is keyed, contact, moderate loss, pull proof and wiggle proof. Because of these latter two characteristics, the SC is more reliable than the ST-compatible.

This isolation results in a price higher than that of the ST-compatible connector (Table 2). This isolation makes damage of the fiber end face difficult by controlling the force with which the ferrules make contact.  In contrast, the installer can apply excess contact force during the insertion of an ST-compatible connector.

Table 2: Comparison of SC and ST Connector Prices

Manufacturer

SC/ST Price Ratio

Fiber Instrument Sales

1.38

Corning Cable Sys.

1.25

3M, ceramic ferrules

1.40

3M, composite ferrules

1.40

Molex

1.43

TYCO

1.48

A second benefit of this isolation is immunity to damage from pull and snap. An SC connector cannot be pulled and allowed to snap back into an adapter.  An ST-compatible connector can be pulled and snapped.  Usually, such action results in damage to the fiber.

We have observed this improved reliability: during fiber optic connector installation training, we experience a damage frequency for ST-compatible reference leads that is 3-6 times that of SC reference leads. Thus, in spite of the increased price (Table 2), the life cycle cost of the SC connector will tend to be lower than that of the ST-compatible connector.

The SC differs from the ST-compatible in two additional aspects: insertion method and ability to be duplexed. The SC insertion method is push on/pull off.  Because of this method, the SC connectors can be more closely spaced in a patch panel than can the ST-compatible, which requires space for rotation. In practice, this reduced spacing results in a connector density of two to four times that possible with ST-compatible connectors. This increased density results in a reduction in the total installed cost of SC connectors by reducing the number, or size, of enclosures required (Table 3).

Table 3: Comparison of Total Cost of 24 Connectors and Enclosure[13]

Connector Source

ST Cost

SC Cost

Savings.

%

1

160.00

104.00

35

2

160.00

116.00

27.5

3

160.00

126.80

20.8

File written by Adobe Photoshop® 4.0

Figure 4: The Duplex SC

The SC can be duplexed, either through use of left and right outer housings[14] or an external clip (Figure 4). This capability results in increased network reliability because it is difficult to reverse the fibers in a duplexed SC connector.

Thus, use of SC connectors results in three cost reductions: reduced life cycle cost, reduced enclosure cost, and increased reliability. The popularity of the ST-compatible connector, which is in large part a consequence of its reduced cost, is, probably, a result of lack of knowledge of these SC-favorable cost factors.

Small Form Factor Connectors

While the ST-compatible and SC connector types have had long, and essentially successful lives, both have the same, significant drawback: large size. This size results in increased optoelectronic cost.  The large size of the connectors forces optoelectronic manufacturers to space transmit and receiver electronics far apart.  This large spacing results in half as many fiber ports in a fiber hub or switch as in a UTP hub or switch.

The optoelectronic manufacturers requested a reduced size fiber connector that would enable them to reduce the per port cost of hubs and switches.  Their goal was for cost parity of fiber switches with UTP switches. Connector manufacturers answered this request with a series of small form factor (SFF) connectors.

Increased use of SFF connectors is guaranteed by the latest revision to the Building Wiring Standard, TIA/EIA-568 B.  This standard states[15]:

Various connector designs may be used provided that the connector design satisfies the performance requirements specified within annex A. These connector designs shall meet the requirements of the corresponding TIA Fiber Optic Connector Intermateability Standard (FOCIS) document.[16] 

By the removal of the prior, exclusive recommendation for use of SC connectors in its earlier revisions, this standard guaranteed the increased use of SFF connectors. Such increased use has occurred and is expected to continue.

The request for reduced size fiber connectors resulted in five small form factor (SFF) connectors:

Fiber Jack

MT-RJ

LC

Volition (VF-45)

MU

These SFF connectors obviously meet the requirement of increased density (Figure 5).

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Figure 5: Comparison of SC, MU and LC Sizes

Fiber Jack. In January 1997, Panduit Corporation introduced the first duplex SFF plug and jack connector system, generically known as a Fiber Jack (Figures 6 and 7). This plug and jack connector system, trade name Opti-Jack, introduced a new package based on four existing and well proven technologies: 2.5 mm ferrules, quick cure adhesive installation, split alignment sleeves, and an RJ-45 form factor.

The 2.5 mm ferrules are the same as those in the ST-compatible, SC, FC, FDDI, and ESCON connectors. Quick cure adhesives had been in use since 1992.  The split alignment sleeves were commonly used in multimode adapters since 1986. The form was the same as that of the RJ-45, with which network installers and users were familiar.

Panduit use of these four well-proven technologies eliminated the risk of using this new product.  By its appearance, the Opti-Jack is the most rugged of the SFF connectors and is extremely well suited for fiber to the desk (FTTD) applications.

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Figure 6: The Opti-Jack Plug[17]

The Opti-Jack is keyed, contact, moderate loss, pull proof and wiggle proof. It is a duplex connector with one ferrule per fiber.  This structure allows separate alignment of each fiber for minimum power loss.

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Figure 7: The Opti-Jack[18]

MT-RJ. The MT-RJ was the second duplex SFF connector.  It is available in two versions, the plug and jack version from TYCO (Figure 8) and the plug, adapter and plug version from Corning Cable Systems and others (Figure 9).  The MT-RJ is keyed, contact, and pull proof. Optoelectronic manufacturers offer more products with the MT-RJ interface than with any other SFF interface.[19]

Although the MT-RJ plug has a size smaller than that of other SFF, the MT-RJ density in patch panels is the same as that of other SFF connectors.

At this time, MT-RJ optoelectronics are available at bit rates up to 1 Gbps. We are aware of no 10 Gbps optoelectronics that use the MT-RJ interface.

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Figure 8: TYCO MT-RJ System

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Figure 9: Corning Cable Systems MT-RJ System

LC. The LC is a simplex SFF connector that can be converted to a duplex form with a clip.  The LC  (Figure 10) was developed by Lucent Technologies, but is available from at least six manufacturers.  The LC was developed as a telephone connector designed to enable telephone companies to increase the density of installed connectors. Dense wavelength division multiplexing (DWDM) is one of the technologies creating the need for increased density.

With DWDM, it is possible to launch up to 200 wavelengths onto the same singlemode fiber.  With this level of multiplexing, the connector count, and patch panel space requirements at a telco location could rise 200-fold.  The SFF was an obvious solution to telephone space requirements.

The LC is a keyed, contact, moderate loss, pull proof and wiggle proof design. The LC has a 1.25 mm ferrule, which is half the diameter of the ferrules used in ST-compatible, SC, FDDI and ESCON connectors. This small size can cause problems for installers, until they realize that half the diameter means one quarter of the usual polishing pressure.

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Figure 10: LC Connector and Barrel

Many optoelectronic manufacturers provide products with the LC interface. These optoelectronics transmit at up to 10 Gbps. It appears that the LC interface is supported by a large number of manufacturers.

Volition. The Volition duplex connector from 3M[20] is a plug and jack system (Figures 11, a plug, cover open with fiber visible, and 12, a jack open with darkened fibers in grooves). The Volition incorporates a design feature that is both evolutionary and revolutionary: V-grooves instead of ferrules. 

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Figure 11: Open Volition Plug

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Figure 12: Open Volition Jacks With Fibers Visible

V-grooves are evolutionary, in that they have been used for alignment of fibers in fusion splicers since the late 1970s.  V-grooves are revolutionary in that they have not been used in connectors prior to the Volition.

The design goal, to produce a fiber optic connector with the same cost as that of a UTP connector, could be achieved by elimination of the single, largest cost in the connector- the ferrule. 3M implemented the use of V-grooves for alignment of the fibers: in the jack, fibers rest in precision, molded, plastic V-grooves (Figure 12).  In the plug, a custom fiber[21], floats in free space (Figure 11). The plug fibers slide into the V-grooves of the jack, with contact of the mating fibers maintained through pressure created by bent fibers.

The Volition plugs and patch cords are factory made.  The jacks are field installable onto a custom Volition cable.  This custom cable is required, since the jack requires fibers with a primary coating of 250 µm. This diameter is smaller than the 900 µm tight tubes of commonly used premises cables. Because of this requirement, it is not possible to retrofit existing fiber optic networks with the Volition system.

In spite of this limitation on retrofitting, the Volition system has proven popular because it provides the lowest cost fiber optic connection system available.  A Volition jack costs less than $6.60.  This price is close to that of a Category 5e jack.  At a minimum of $9.10, duplex SC plug and barrel costs at least 38 % more expensive than the Volition solution.

In addition, the Volition system provides and the lowest cost fiber optoelectronics.  For example, the lowest cost Volition media converters are below $100.  Use of media converters or switch blades with other SFF connectors are $150-$229.

MU. The MU is a simplex SFF connector with the appearance of an SC but with all dimensions reduced by 50 % (Figure 13). Designed and developed in Japan, the MU is a keyed, contact, moderate loss, pull proof and wiggle proof design. It is unique in that it can be assembled to create a duplex, triplex or quadruple fiber connector.

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Figure 13: MU Connector

High Performance Connectors

Introduction

High performance connectors are those that exhibit low to moderate power loss and low reflectance. We define moderate power loss as a maximum of 0.75 dB/pair and a typical of than 0.30 dB/pair. These values represent the values for those products used in telephony and CATV applications. These values are typical for singlemode connectors that are keyed and contact.

Reflectance is a measure of the relative amount of power reflected from a connector back into the light source.[22]  Such power can reflect from the source, back into the fiber and travel to the receiver.  If the reflected power arrives at the receiver with a power level higher than the receiver sensitivity, signal inaccuracy will occur. 

Reflectance occurs whenever light travels through an interface with a significant change in speed.[23]  This reflection is called a Fresnel reflection. Contact connectors can never be perfectly polished. Imperfections in the polished surface create microscopic air gaps in the core. Such gaps create reflectance.

Early connector types, such as the biconic, SMA 905, SMA 906, had flat end faces and deliberate air gaps, which resulted in high reflectance, –14 to -18 dB (Figure 14, top). In order to achieve both low reflectance and low loss, the connector industry changed the end face from flat and non-contact to radius, or domed, and contact (Figure 14, bottom).  This change results in a reduction of both reflectance and loss. This change eliminated the need to achieve perfect perpendicularity (Figure 14, top).  This change resulted in reflectance being determined by the smoothness of the surface of the fiber. The polishing process determines this smoothness.

 

Figure 14: Comparison of End Faces of Early to Current Generation Connectors

Historically, reflectance has been a singlemode concern at bit rates or bandwidths above 400 Mbps or 400 MHz.  Because of the use of multimode gigabit Ethernet and 10 Gigabit Ethernet, multimode connector reflectance is now a concern.[24] 

While we define low reflectance of singlemode connectors as less than – 40 dB, reflectance requirements for high performance connectors range from –40 dB to –65 dB.[25]

Reflectance is qualitatively described by the terms PC, UPC and APC. Commonly, PC (physical contact) refers to reflectance of less than –40 dB; UPC (ultra physical contact), to less than –50 dB; and APC (angled physical contact), to less than –55 dB.

Figure 15: Ideal (Top) and Real Fiber End Faces in Contact Connectors

The radius ferrule end face can be machine polished to achieve –55 dB consistently.  For reflectance below this value, the APC version is specified.  The APC connector has a beveled end face at an angle to the fiber axis (Figures 16 and 17).  For North American connectors, the angle is 8°; for some European connectors, the angle is 9°.

This bevel reflects the light backwards outside of the critical angle, or NA, of the fiber. Thus, no power is reflected back into the source.  By convention, the APC connectors are green, to distinguish them from the PC and UPC products, which are blue.[26]

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Figure 16: SC/APC Connector

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Figure 17: The FC/APC Connector

High performance connectors are available in the following types:

SC

SC/APC

FC

FC/APC

LC

LC/APC

LX.5

LX.5/APC

MTP/MPO

High Performance Connectors

SC. We presented the SC connector earlier.  The SC/APC (Figure 16) has a beveled end face and the same characteristics as the SC.

FC. Originally developed in Japan, the FC connector (Figure 18) has some of the characteristics of both the ST-compatible and the SC connector types.  Like the ST-

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Figure 18: The FC Connector

compatible, the FC has a rotational insertion method, which requires a relatively large spacing in a patch panel.  Like the SC, the FC is keyed, contact, moderate loss, pull proof and wiggle proof. The FC/APC (Figure 17) has a beveled end face and the same characteristics as the FC.

LC. The LC, presented earlier, has an APC version for extremely low reflectance.

LX.5. ADC Telecommunications developed the LX.5 (Figure 19), a product similar to the LC, for use in telephone networks. The LX.5, available in radius and APC versions, has a unique feature: a built in dust cover (Figure 19, bottom).  This cover lifts as the connector is installed into a patch panel.

Similarly, the adapter for the LX.5 has a built in dust cover (Figure 20). The dust covers on the connector and in the adapter increase the eye safety of the product. With multiple wavelengths on singlemode fibers in DWDM networks, the total power level at the connector can be as high as 0.2 watts.

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Figure 19: The LX.5 Connector

Figure 20: The LX.5 Adapter

MTP/MPO. MTP/MPO connectors (Figure 21) have 6-24 fibers in a single, molded polymer ferrule. These connectors reduce the sizes of enclosures and patch panels.

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Figure 21: 12 Fiber MTP Connector

2.5 Cost Comparisons

We present four types of cost comparisons: cost of connectors by type; cost of connectors and enclosure; cost of connectors by installation method; and total installed cost.

Connector costs differ by type: the more commonly used connectors, the ST-compatible and SC, cost less than other types.  We present typical relative connector costs in Table 4.

 

Table 4: Comparison of Relative Costs of Multimode Connectors by Type[27]

Type

Relative Cost/fiber

ST-compatible

1.0

SC

1.3

LC

1.5

MT-RJ

0.8

VF-45

0.7

Connector and enclosure cost provides a different picture from that in Table 4.  The ST-compatible and FC types require increase space for rotation during insertion into patch panels.  This space requirement limits the number of connectors to 12 per 1U, 19 inch wide patch panel.  The SC connector allows for doubling[28] this number to 24.  With this doubling of density, use of SC connectors, which are slightly more expensive than ST-compatible, costs less than use of ST-compatible (Table 3).

SFF connectors allow for a doubling of the standard SC density, to 48 fibers in a 1U, 19 inch wide enclosure.  This second doubling of density can, in some cases, result in a reduced hardware cost, in spite of increased connector cost.

Table 5: Comparison of Costs of Connectors Installed by Different Methods

Method

Typical Price

Rate/hour

Epoxy

$3.00

6-8

Hot melt adhesive

$5.50

12-14

Quick cure adhesive

$3.00

15

Cleave and leave

$12

22-40

Table 6: Comparison of Relative Total Installed Connector Cost vs. Installation Method

$/hour

epoxy

Hot Melt®

quick cure

cleave & leave

 

 

 

 

 

35

0%

0%

-29%

56%

40

0%

-3%

-31%

46%

45

0%

-6%

-32%

37%

50

0%

-8%

-33%

30%

55

0%

-11%

-34%

23%

60

0%

-13%

-34%

17%

65

0%

-14%

-35%

12%

70

0%

-16%

-36%

8%

75

0%

-17%

-36%

4%

80

0%

-18%

-37%

-0%

Method of installation can be related to connector cost.  In general, the connector that enables the fastest installation rate will have the highest cost (Table 5).  The exception to this statement is the connector with a ceramic ferrule,[29] which can be installed with either epoxy or quick cure adhesive. Our latest analysis suggests that the cost premium for connectors with the highest installation rate is larger than the labor savings from that rate (Table 6).

Installation Methods

Fiber optic connectors are installed by many methods.  These methods were created and developed to address different concerns, such as reliability, convenience, and time/cost to install.

Field Installed Connectors

Most of the development and evolution of installation methods has been for field-installed connectors. Each solution was designed to reduce one or more factors in the total installed cost.  In most cases, the effort to reduce the total installed cost resulted in a more expensive connector. 

Epoxy Installation Method

The epoxy, pot and polish method was the first method used for installation of fiber optic connectors. This method has four advantages and three disadvantages. 

The four advantages are: high resistance to degradation due to exposure to environmental conditions; loss stability over a wide temperature range; high installation process yield; and ability to be used with the lowest cost connectors.

Epoxies are considered to have the highest resistance to the widest range of environmental conditions.  As such, epoxies can provide the highest reliability connectors.  Other adhesive systems tend to have reduced resistance.  As an example, fiber optic connector epoxies can resist degradation to temperature of 105°C., while the Hot Melt adhesive system is specified to 85°C.

The loss stability provided by epoxies is due to a good match of thermal expansion coefficients of epoxy, fiber and ceramic ferrules. This matching results in minimal relative movement of the fiber in the ferrule over a wide temperature range.  Such limited movement results in stable power loss.

Use of epoxies tends to result in a high process yield.  This high yield is a result of an epoxy bead on the tip of the ferrule.  This bead supports the fiber during both hand and machine polishing.  This support nearly eliminates damaged and shattered ends, which we estimate to be 95 % of connector yield losses during installation.

When labor cost is low, use of epoxies can result in the lowest total installed cost, since epoxy connectors are lowest in cost (Table 5).

The first two disadvantages are related: inconvenience of use; and low installation rate, which can translate to high installation cost. The third disadvantage is the need for power to heat curing ovens.

The use of epoxy requires mixing of two parts, transfer of the mixed epoxy into a syringe or automated injection mechanism, and clean up of excess epoxy.  Because of these additional steps, the rate of installation of epoxy connectors is low, typically 6-8 per man-hour. If the total loaded hourly labor cost is high, this low connector rate can result in high total installed cost (Table 6).

Because of the labor cost factor, epoxy is not the method of choice for all field installations.  During field installations, the total loaded hourly labor cost tends to be high.  In addition, there is reduced labor utilization, since field installations involve time spent in activities other than installation.  For example, field installations involve the time factors of: travel to site, set up, pack up, clean up, and travel to the next installation location within the site. Low labor utilization increases the cost impact of the low installation rate possible with epoxy connectors.  Because of these cost factors, other connector installation methods were developed.

Hot Melt Installation Method

Because of the inconvenience and time impact of the epoxy installation method, 3M developed the Hot Melt  installation method.  In this method, a hot melt adhesive is preinstalled into the connector.  The installer preheats the connector to soften the adhesive so that he can install the fiber.  The installer installs the fiber and/or cable into the connector and allows the connector to cool in a heat sink (the cooling stand).  Once cooled, the installer removes the excess fiber and polishes the end in a one step polishing procedure.[30] This installation method requires a 3M polishing film, which is not easily clogged by the hot melt adhesive.

The hot melt process eliminates the time factors of preparing and injecting the epoxy.  In addition, this method eliminates the mess and inconvenience of epoxy.  These eliminations allow an increased installation rate, 12-14 per hour.[31]  This increased rate can result in a reduced installation cost (Table 5),

However, the Hot Melt connectors are significantly more expensive than epoxy connectors (Table 5). In addition, the Hot Melt method requires power for the heating oven and a proprietary oven, holders and polishing film.

Quick Cure Adhesives

Several manufacturers (e.g., Lucent Technologies and Automatic Tool and Connector[32]) addressed the disadvantages of these proprietary parts of the Hot Melt method and the inconvenience of epoxy method through with quick cure adhesive systems.  These systems, either two part systems[33] (from Lucent Technologies, Automatic Tool and Connector) or one part (from TYCO), eliminate the need for power, resulting in an increase in the rate of installation.  This increased rate, typically 15/hour, can result in a reduced installation cost.

A second advantage of quick cure adhesives is their compatibility with the low cost connectors with ceramic ferrules.[34] This combination of low cost connectors and high installation rate can result in a low total installed cost. Installers can achieve this low installed cost if they achieve a high process yield. 

There are three disadvantages to the use of quick cure adhesives.  The first two disadvantages of quick cure adhesives, premature hardening of the adhesive and minimal support of the fiber during polishing, contribute to a reduced process yield and increased cost.

Premature hardening occurs when the fiber is coated with the hardener or accelerator and inserted into a connector loaded with adhesive.  If the installer inserts the fiber slowly, the adhesive cures and the fiber locks up before it is fully inserted. In this situation, there is bare fiber inside the connector.

Such bare fiber can cause a reduction in the reliability of the connector. For example, SC[35] connectors allow the fiber inside the back shell to flex slightly during insertion into a patch panel or a receptacle.  Repeated flexing of such bare fiber can result in breakage of the fiber.  We have observed such failure in as few as 5 cycles.

The minimal support of the fiber during polishing occurs because the adhesive cannot produce a large bead on the tip of the ferrule.  This inability is due to the nature of the adhesive: quick cure adhesives are edge-filling adhesives, not true anaerobic adhesives.  Unlike the bead on epoxy connectors (Figure 22), the small bead on the tip of the ferrule can allow the fiber to break below the surface of the ferrule during removal of the excess fiber or polishing. Without extreme care during the end finishing steps, the installation yield can be low.  For example, typical yields during training of first-time novices installing epoxy and Hot Melt connectors are 80-90 %. Typical yields for these same novices with quick cure adhesives are 50-60 %.  However, typical yields of quick cure adhesive connectors for experienced professionals are 95-98 %.

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Figure 22: Large Epoxy Bead Results in High Yield

The third, and final, disadvantage of the use of quick cure adhesives is reduced reliability.  Some of the quick cure adhesives exhibit degradation when exposed to a wide temperature range, a wide humidity range, rapidly changing temperature, or rapidly changing humidity.  While there are exceptions, quick cure adhesives are recommended for indoor use.

No Adhesive With Polish

Several manufacturers[36] have offered connectors that use a mechanical method of gripping the fiber and require polishing.  These products are more susceptible to damage during polishing than are connectors installed with quick cure adhesives.  This susceptibility to damage occurs because there is no bead supporting the fiber.

Cleave and Leave

For all the installation methods presented, the major cause of yield loss is damaged or shattered fiber ends. This damage occurs during polishing. In addition, a significant amount of time is consumed by preparation, injection, and use of adhesives. The cleave and leave installation method addresses both yield loss and time consumption by elimination of both adhesives and polishing.  Such elimination offers the potential of reduced installation cost. This increase in installation rate is only a potential cost reduction, since the cost of these connectors is higher than that of connectors installed by other methods.

Cleave and leave is a generic term for epoxy less /adhesive less /polish less connector products with the trade names LightCrimp Plus (TYCO/AMP), Opti-Crimp (Panduit Corporation), Unicam (Corning Cable Systems), and others. All these products require cleaving the end of the fiber, inserting the fiber into a connector, and crimping or clamping the connector to the fiber.  The connector contains a pre-installed fiber stub that has been polished by the manufacturer.  In essence, this connector has a mechanical splice in its back shell.

The primary advantage of this installation method is reduced installation time, with the potential of reduced installation cost. A second, potential, advantage is reduced training cost. 

Field installation rates can be 22-40/hour.  However, field reports and training results have indicated reduced yield and increased loss for many of the earlier products.  To be fair, some of these low-yield, high-loss reports have been due to improper installation techniques by inadequately trained installers. 

To be accurate, however, the cleaving tool offered as part of the tool kit is highly susceptible to installer misuse.  For our training programs, we have replaced this low cost cleaver with a higher cost cleaver that is, essentially, immune to installer errors and misuse.  This replacement has resulted in both increased yield and reduced power loss.

The realization of reduced installation cost depends on five factors.  Since the cost of these connectors is high and these five factors vary widely from installation to installation, the increased installation rate of this method may or may not result in reduced installation cost.

These five factors, total loaded hourly labor rate, labor time utilization, installation rate, installation yield, and connector cost do not always combine to produce the lowest total installed cost (Table 6). In spite of the complexity of the cost analysis, we can develop some rough guidelines.

The higher the total loaded labor rate, the more likely the cleave and leave method will produce the lowest total installed cost.

The lower the number of connectors per location, the lower will be the labor time utilization and the more likely the cleave and leave method will produce the lowest total installed cost. Such situations include the desk locations in a fiber to the desk network (FTTD) but not necessarily a central equipment room in a vertical back bone or in an FTTD network.

In the last six months, our preliminary testing has indicated that the cleave and leave method yields and power losses are close to those of epoxy, Hot Melt and quick cure methods. These test results are a significant improvement on results from prior testing conducted during the previous four years.

Pigtails

Pigtails are relatively short lengths of single fiber cable or tight buffer tube with a connector on one end.[37]  For reduced cost, pigtails are factory-made and, rarely, field made.  Pigtails can be used to reduce the total cost of field-installed connectors or to enable reduced reflectance. Such pigtails are spliced, usually by fusion splicing, to the ends of main cables. 

Fusion splicing of pigtails may, or may not, be recommended. Fusion splicing of multimode pigtails can be done, but is not advisable due to the potential for reduced bandwidth.  This reduction can occur because the splicing disrupts the multiple composition layers of the multimode core.  While there is limited evidence of this reduction, there are no data to support fusion splicing multimode fibers.

 

Fusion splicing of singlemode pigtails does not create this bandwidth reduction and is an accepted method of achieving low cost and low reflectance. Experienced installers can make 12-15 pigtail splices /hour with reflectance of –50 dB to –65 dB.  Experienced field installers can install only 5-8 adhesive or epoxy singlemode connectors per hour with the same reflectance performance.

Field Polishing Machines

Since much of the time and cost of connector installation is consumed by polishing, the sophisticated installer might consider use of field polishing machines.[38]  These machines polish a small number of connectors, typically 1 or 2, with controlled pressure to reduce or eliminate damaged ends.

Current generation field machines can reduce the number damaged ends, but do not appreciably reduce labor cost, as the time to polish by hand is only slightly longer than the time to insert and remove connectors from the machine. 

These machines, at $1000-$2500, can allow installers to achieve low reflectance on singlemode connectors in the field.  In addition, these machines enable repolishing of previously installed connectors to restore low reflectance.  Such repolishing is less expensive than replacement.

Factory Installed Connectors

Factory installation is performed with epoxy, and, occasionally, quick cure adhesives.  The cost disadvantage of the epoxy method is not significant in factory installation, since labor rates are low and labor utilization is high.

In addition, the support of the epoxy bead during polishing by machine enables high yield and fast bead removal by personnel with minimal training. Bead removal from connectors installed with quick cure adhesive requires increased training of personnel.

Finally, factory installation enables consistent achievement of low reflectance singlemode connectors at a low cost.  A typical machine polishing process has a cycle time of 3 minutes for 24 connectors per cycle.  This time is significantly less than field polishing times: 1-3 minute polishing time per multimode connector and 3-5 minute time per singlemode connector.

Performance Issues

Insertion Loss

The insertion loss, in dB/pair, is the main performance parameter by which connectors are accepted or rejected.  The Building Wiring Standard, TIA/EIA-568 B, allows a maximum loss of 0.75 dB/pair.  The typical loss for ST-compatible, SC and other connector types with the 2.5 mm ferrule is 0.30 dB/pair.[39]

With the assumption that epoxy or adhesive is used, these 2.5 mm ferrule loss values are independent of installation method.  Typical loss for a cleave and leave connector is slightly higher than that of adhesive connectors, between 0.54 and 0.60 dB/pair.[40]  This increased loss is expected because of the mechanical splice in the back shell.

This loss is determined by the geometric tolerances of the ferrule, the geometric tolerances of the fiber, and the quality of the finished core. Fortunately, the geometric tolerances of ceramic ferrules and US-made fiber are tight enough to provide consistent 0.30 dB/pair loss for both multimode and singlemode connectors. Our testing of multimode, ST-compatible, liquid crystal polymer ferrule connectors produced essentially the same loss at 0.33 dB/pair.[41] The typical loss for LC connectors is lower, typically 0.2 dB/pair.[42]

Reflectance

At the present time, reflectance is of concern for some singlemode connectors. While the Gigabit Ethernet and Fiber Channel standards place a reflectance requirement on multimode connectors, there is no field test equipment for such a test. Because of this lack of equipment, there is little concern for multimode reflectance measurement.

Reflectance is related to signal accuracy, or BER in digital fiber systems.  The crude rule of thumb is that reflectance becomes of concern at transmission rates above 400 MHz/Mbps.  Such rates are most commonly singlemode rates.

The reflectance test standard, FOTP-107,[43] defines reflectance as:

10 log (reflected power/incident power)

When delivered against Telcordia standards, connectors must meet a reflectance requirement between –40 dB and –60 dB and two additional specifications: apex offset and undercut.  Apex offset is the amount by which the high point (apex) of the fiber deviates from the center of the ferrule (Figure 23). Undercut is the amount by which the surface of the fiber is below the projected surface of the ferrule (Figure 24). Undercut occurs with ceramic ferrules but not with softer ferrule materials. These two additional specifications may well be redundant to the reflectance specification.[44] 

Figure 23: Apex Offset

Figure 24:Undercut

Repeatability and Range

Repeatability is a measure of the maximum difference in loss between two successive tests of the same connector.  This parameter is of concern to the designer and manufacturer of connectors.  This parameter is found on connector data sheets.

Range is the maximum difference in loss between two successive tests of a link.  Such testing involves disconnection and reconnection of both ends of a link. From this definition of range, we would be tempted to calculate the range by doubling the repeatability.  However, our range testing indicates that the range is almost always less than double the repeatability.

Range is important to the installer, since the installer may perform troubleshooting or maintenance testing. In such testing, the installer will compare the original loss to the current loss.  In order to interpret this comparison, the installer needs to know the maximum change between two successive disconnections of both ends of a link under conditions of no degradation of the link components (connectors, splices and cable segments). With knowledge of the range, the installer can interpret an increase in loss: if the increase is less than the range, there is no indication of degradation.  Conversely, if the increase in loss is larger than the range, there is indication of degradation.

Durability

Durability is a measure of the wear of ferrules during repeated insertion. Such wear results in increased loss due to degraded core alignment. 

Durability is addressed through choice of ferrule material.  The harder ferrule materials, such as ceramic and stainless steel, produce long lifetimes through hard surfaces.  Such materials can produce durability ratings of 100-2000 cycles. Relatively soft ferrule materials, such as liquid crystal polymers, can withstand 250-500 cycles. Our experience with ceramic connectors used in training programs indicates no noticeable wear at 1000-2000 cycles. With this level of performance, durability seems to be, justifiably, of low concern.

Testing Methods

Historical Methods

Historically, there are two groups of connector loss tests, those used to qualify the connector as a product and those used to test field installed connector and cable links. The former group is used by manufacturers to quality their products and compare the performance of their products to those of other manufacturers.

Of more interest are the latter methods. Installers perform two types of testing on installed links: insertion loss testing and OTDR testing.

 

Insertion loss testing is performed to ensure that the end-to-end power loss is less than the maximum loss allowed by the electronics.  In addition, this testing provides a crude inference that the link is properly installed.  Unfortunately, this testing does not provide legal proof that each element in a link is properly and reliably installed.

Prior to TIA/EIA-568 B, multimode insertion loss testing was performed according to Method B of TIA/EIA-526-14.  Method B of TIA/EIA-526-14 requires setting a reference with one reference lead[45] (Figure 25) and measuring the loss with two reference leads (Figure 26).

 

Figure 25: Original Method B Reference

OTDR testing provides loss measurements on almost every element of a link.  These measurements can be used to indicate proper installation and reliable installation.  In short, OTDR testing indicates reliability. OTDR testing is advisable for most networks, but is not required by the Building Wiring Standard.

Figure 26: Original Method B Test

Current Testing Methods

With the issuance of TIA/EIA-568 B, the details of multimode insertion loss testing changed in two ways: use of a Category 1 source and use of a mandrel on the source reference lead.  This testing is still performed by Method B, but the reference is now TIA/EIA-526-14 A. 

TIA/EIA-568 B adds a requirement that the source used in testing be a Category 1 source (Clause 7.1 of TIA/EIA-568 B.3).  The category 1 source overfills the core diameter and the NA.  As such, this source will tend to maximize connector loss and fiber attenuation.

The second change is that the source reference lead must[46] be wrapped around a mandrel five times.[47] The mandrel diameter is defined in Table 11-15 of TIA/EIA-568 B.1. This mandrel will tend to strip out optical power near the core-cladding boundary and at the angular limits defined by the NA.  As such, the mandrel will tend in reduce connector loss and fiber attenuation.  At this time, the combined changes of a Category 1 source and a mandrel wrap have not been defined.

The objective of the addition of the Category 1 requirement and use of the mandrel is to normalize the test procedure.  With such normalization, it is expected that test results will exhibit a reduced variation when performed with different test sets.

As of this writing, Category 1 sources are available from only a few sources.[48] Many existing test sets, which are Category 2 and 3, cannot be used for compliance with TIA/EIA-568 B.

Singlemode testing standards have not changed. Insertion loss testing is performed by TIA/EIA-526-7.

Status of Standards

Use

Prior to issuance of TIA/EIA-568 B, the dominant connector types were the ST-compatible and SC.  Those who were more concerned with cost used the ST-compatible. Those who were concerned with increased reliability and/or compliance with TIA/EIA-568 A used the SC type.

Because TIA /EIA-568 B removed the exclusive requirement for use of the SC type, this standard opened the door to use of other connector types, specifically the SFF types.  As a result, the volume and market share of MT-RJ, LC, Volition, and Opti-Jack have increased significantly.

Testing

Testing seems to be behind the standards in that few installers are using the Category 1 sources and mandrel wrapping. Some installers are using the mandrel, but not Category 1 sources.

Trends

Connector Types

Reduced ST-compatible use: two factors lead us to expect reduced volume and market share for ST-compatible connectors- reduced difference in cost of SC and ST-compatible connectors; and increased awareness of the density and reliability advantages of SC and SFF connectors.

Reduced SC market share: two factors lead us to expect reduced market share for the SC connector type: competition from SFF connectors; and increased use of the SFF in optoelectronics.

Increased use of SFF connectors: the optoelectronic cost and density advantages of the SFF connectors will lead to increased volume and market share.  For two SFFs, MT-RJ and VF-45, the cost/fiber is lower than that for the ST-compatible and SC types.  The MT-RJ and LC will have the greatest growth.  Both types will experience growth because of the significant support from optoelectronic manufacturers.  An additional factor favoring LC growth is competitive pricing from multiple manufacturers.  The MT-RJ market has less competition due to the dominance of two manufacturers. Neither would benefit from a price war.

Increased MPT volume: telephone companies are implementing DWDM.  DWDM can increase fiber port count in patch panels 32-64 times. In order to avoid moving connection facilities to a new location or knocking down walls to provide the additional space required, telephone companies are using the MPT/MPO connectors (Figure 21) that have 24 fibers in the same volume as 1-2 SC connectors.  This represents a volume reduction of roughly 92 %.

Installation Methods

We expect reduced use of cleave and leave.  This expectation is based on constant prices or small reductions in prices. Should there be significant reductions in pricing, there could be a stable market share for this method. 

Fiber vs. UTP

In June 2003, the Fiber Optic LAN Section[49] of the TIA completed ten comparisons of the cost of fiber to the desk network to that of a standard network.  This cost model, which is free for use, demonstrates a lower initial installed cost for many new build and retrofit FTTD networks than for typical horizontal UTP and vertical fiber networks. This is the first time that a generic study has shown significant cost reductions from the use of fiber. In addition, this study demonstrates a significant cost reduction through use of fiber-to-the-zone (FTTZ) architecture.

This study, an update of a 2001 study, clearly demonstrates these cost reductions.  These reductions occur when all the cost factors in both types of networks are included in the comparison. 

Prior studies, which have not supported FTTD, neglected the cost factors related to telecommunication rooms.  These factors include the cost of the room, the cost of environmental control and electronic support, and the cost of power. When the FOLS included realistic costs for these factors,[50] the initial first cost for FTTD configurations was less than the cost for a typical network. 

Based on the conclusions from these comparisons, we expect increased installation of FTTD.  Such use will result in increased use of fiber connectors, larger increases in the use of duplex connectors[51] and in increased use of connector installation methods that provide for reduced total cost.

Summary

From unkeyed, non-contact, high loss, high reflectance, highly variable, single fiber, installed exclusively with inconvenient and time consuming methods, connectors have evolved to keyed, contact, low to moderate loss, low to moderate reflectance, highly repeatable, one to 24 fiber connectors installed with at least five different methods. Each of the methods addresses different installation conditions, with different methods favored under different conditions.

As is to be expected from typical product life cycles, older products, such as the ST-compatible and SC, are experiencing reduced market share, while the newer designs, such as the SFF and MPT/MPO, are experiencing growth in both volumes and market share.

Changes in standards have resulted in changes in test procedures and in the equipment required. These changes are yet to be implemented by most installers.

Changes in products and reductions in price have resulted in increased use of fiber and more specifically, of FTTD.  This trend is expected to accelerate as more designers become aware of the cost advantages of FTTD.

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Mr. Eric R. Pearson is President of Pearson Technologies Incorporated, a Certified Professional Consultant, a Certified Fiber Optic Specialist, the Director of Certification for the Fiber Optic Association, an editorial advisor to Fiberoptic Product News, and a 26-year veteran of the fiber optic industry.  Pearson Technologies provides consulting on technical, marketing and sales issues, training to installers, designers and sales personnel, expert witness services in patent, installation and damage legal cases and network design services.

 

Respectfully submitted for your consideration,

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Eric R. Pearson, CPC, CFOS

President

Pearson Technologies Inc.

 

                                  For Mr. Pearson contact information, click here.

 

 

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[1] The exception is the VF-45 connector, which has no ferrules.  The VF-45 is known also as the Volition.

[2] The term domed is also used to describe a radiused end face.

[3] Zirconia is the most commonly used ceramic ferrule material.

[4] Most of the early connector types had retaining nuts: 905 SMA, 906 SMA, biconic, mini-BNC and FC.

[5] We obtained this value from a survey of connector data sheets.

[6] Data are from SMA 906 connectors tested from 1990-1994.

[7] This critical angle is referred to as the numerical angle (NA), which is defined as the sine of the critical angle.

[8] Data are from Pearson Technologies connector installation training programs.

[9] With proper installation, it is unusual for a connector to exhibit loss higher than 0.5 dB/pair.

[10] While this designation may rankle some of my associates in fiber optics, it does support the organization of this presentation.

[11] ST is a trademark of Lucent Technologies.

[12] Such predecessor, or legacy, connectors are: 905 SMA, 906 SMA, biconic, mini-BNC, FDDI MIC, and FC types.

[13] Eye On Fiber, Vol. 2, Issue 2, June 2003.

[14] From TYCO

[15] TIA/EIA-568 B.3, clause 5.1.

[16] From Clause 5.1 of TIA/EIA-568 B.3.  The FOCIS standards are of a series labeled TIA/EIA-604-x, where x refers to a specific connector type.

[17] Courtesy Panduit Corporation.

[18] Courtesy Panduit Corporation

[19] We estimate that 22 manufacturers offer optoelectronics with the MT-RJ interface.

[20] The generic name of the Volition connector is VF-45.

[21] This fiber, known as GGP, for glass/glass/polymer, has a glass core, a glass cladding to a diameter of 110 µm and a hard plastic overcladding to a diameter of 125 µm.

[22] Reflectance= 10 log (power reflected/power incident) per FOTP-107.

[23] In optics, the speed of light in a material is called the index of refraction.

[24] TIA/EIA-568 B.3 defines a multimode reflectance requirement of –20dB.

[25] TIA/EIA-568 B.3 defines singlemode reflectance requirement s of –26db and –55 dB, for broadband analog video applications.

[26] The color coding is a requirement of TIA/EIA-568 B.  Multimode connectors are beige.

[27] Epoxy connectors, ceramic ferrule.

[28] Some enclosures allow for quadrupling of the ST-compatible density. In these enclosures, the cost advantage of SC connectors increases.

[29] Some liquid polymer ferrule connectors can be installed with quick cure adhesives.  Our experience is that metal ferrule connectors cannot be installed with quick cure adhesives, some of which will fail to fully cure and weep from the fiber hole for months after installation.

[30] While the 3M instructions are for a single polishing step, some installers use a two or three step polishing process.

[31] 3M released a video tape demonstration of installation of an ST-compatible Hot Melt connector onto a single fiber cable in 4:45.  this time indicates a rate of 12.63 / hour.  The installation rate by this method onto premises cable will be higher, perhaps 14/hour.

[32] Now part of Suttle.

[33] Two part systems consist of an adhesive and a hardener or accelerator.  A one part system consists of a gel. Both tend to be edge filling adhesives that harden in thin areas. Some refer to these adhesives as being anaerobic but our information is that they are anaerobic like, but not true anaerobic adhesives.

[34] Some quick cure adhesives can be used on connectors with liquid crystal polymer ferrules.

[35] We expect the same type of failure to occur in any connector that is pull proof and wiggle proof, such as the FC, LC, and Opti-Jack.

[36] AMP, 3M and Automatic Tool and Connector

[37] For example, if you cut a patch cord in half, you create two pigtails.

[38] Such machines are available from 3M, Seiko-Giken, and Siemon Company.

[39] This value was determined with a Category 2 source without a mandrel wrap.

[40] Eye on Fiber, Vol. 2, Issue 1, April 2, 2003, Pearson Technologies Inc.

[41] Pearson Technologies installation training performed 1994-1998.

[42] We suspect that all connectors with the 1.25mm ferrule (LC, LX.5 and MU) will have the same typical value.

[43] Also know as TIA/EIA-455-107.

[44] Telcordia specification GR326-CORE, Issue 3, limits apex offset to 50 µm and undercut to 100 µm.

[45] Reference leads are those that have low loss connectors on both ends.  Low loss connectors are defined as producing less than 0.5 dB loss in a single ended test (TIA/EIA-526-14, Clause A.2.3.3).

[46] An alternative method of achieving the same launch condition is allowed, as long as the method meets the requirements of TIA/EIA-455-50 B, Method A.

[47] Clause 7.1 of TIA/EIA-568 B.3.

[48] EXFO, TEMPO, Alcoa Fujikura Ltd

[49] www.fols.org

[50] The cost model is biased slightly against use of fiber.

[51] Such duplex connectors include SC, MT-RJ, LC , and VF-45.