Mounting, Aligning and Setting Up your First Phono Cartridge
I think maybe it's time I put in some notes here. More so given
that I had at least two different conversations with gentlemen
who had a dealer do the set-up for them and ended up with totally
incorrectly set Cartridges....
The Basics:
For a Cartridge to operate correctly, we require four of the most basic settings:
A number of Tonearms also allow the Azimuth to be corrected. The
following assumes a conventional pivoted Tonearm of the Type exemplified
by Rega Arms. Unipivot Arms like the Graham also work based on
this method but can be somewhat more fiddly. The Set-up on linear-tracking
Tonearms again is similar, but sufficiently different to suggest
that you seek further assistance from someone who sets up Linear-tracking
Arms every day (hence do not ask me)....
To be successful in mounting, aligning and setting up your Cartridge
you will need a few tools. I recommend the following:
Orthophon Tracking Force Gauge
http://www.hi-fi-accessories-club.mcmail.com/products/shure.htm
The Orthophon is as accurate as the Shure (actually more so) but
only costs a quarter of the Price of the Shure. Also be warned that
there were an awful lot of STEEL based SHure cartridge gauges out there,
and most MC carts will have a powerfull enough magnetic field to pull
them selves down and snap the cantilever, or at least bury the suspension,
which might damage it. Be sure to check BEFORE placing the cartridge on
the gauge!
HiFi News Test-Record
http://www.hi-fi-accessories-club.mcmail.com/products/hifinewslp.htm
Steve "Dude" Rochlins free Cartridge Alignment Protractor
http://www.enjoythemusic.com/freestuff.htm
and please visit Steves Main-Page s well....
A small pair of tweezers or a very small pair of needle-nose pliers
A pair of steady Hands
ARMED (ouch) with these, we can progress to unpack the Cartridge and verify that where send the Allen-Key, little wrench and the screws/nuts with the Cartridge (or not). If all tools and bits are complete, proceed. Otherwise obtain the correct Allen-key and wrench.
DO NOT IMPROVISE USING A PAIR OF PLIERS OR SUCH. Cartridges are easily ruined....
Before going any farther, just make sure that Turntable is ABSOLUTELY
LEVEL! I hope you levelled the Table during setting it up, if
not do so now.
Please now secure the Tonearm on its arm-rest, if this cannot
be done reliably with a clip, use a piece of solid wire to hold
it temporarily in one Place.
If the Cartridge to be mounted is a Moving Magnet unit with user-replaceable
Stylus (Goldring/Reson, Shure, Sumiko and AudioTechnica for example),
please remove the Stylus Assembly and put it aside.
To remove the Stylus Assembly remove the Stylus protector and
then CAREFULLY pull the Stylus assembly out, following approximately
the axis of the stylus. Refit the Stylus Protector and put the
Stylus aside.
Modern Moving-Coil Units and for example the wooden Grado's do
not allow the stylus to be removed. In this case I suggest taping
the stylus guard in place, so that it cannot easily fall off during
mounting the cartridge.
The next step is to connect the Arm-Wires to the Cartridges Output
pins.
Usually these are all colour-coded. If not, please consult the
Manual for your Cartridge about the connections. Now you use the
tweezers (or needle-nose pliers) to slide the tags onto the pins.
Please be gentle here. If the tags absolutely refuse to slide
over the pins because the pins are too large in diameter you can
try to VERY CAREFULLY open up the tags slightly.
I recommend treating the Cartridge Pins with XLO's "The Perfect
Connection" before the Cartridge Tags are slipped on. I am
not so sure about other Contact Treatments, best to check if the
Cartridge Manufacturer has any recommendations.
Now we have a Cartridge (body) dangling from the wires from the
Arm. Somehow we have to attach the Cartridge to the Arm. For this
we usually have screws supplied with the Cartridge. Having mounted
a considerable number of Cartridges in my time; any Cartridge
having threaded Inserts is GOD-SEND...
I seriously HATE to fiddle with these tiny Nuts (and it drives
me such).... Anyway, there are usually two slots in the Headshell,
destined to take the screw. Simply place the screw, hold it down
with one finger and slide the Eye of the Cartridge over it, or
place the treaded Insert such that the screw can grab the thread.
If your cartridge lacks the threaded inserts, try to place with
the other hand the tiny nut in such a way that it contacts the
screw. Use your third hand and the Allen-Key to rotate the screw
until it grabs the thread.... What, you do not have a third hand?
Try doing with two then.... ;-) Anyway, after much frustration
for those who have no threaded inserts on their Cartridge and
a smooth and quick procedure for those who have, the Cartridge
will be attached by one screw to the Headshell. Do not tighten
this screw quite yet. First fit the second screw (always easier)
and orient the Cartridge so that it is placed centrally to the
Headshell and points approximately along the axis of the Headshell.
Finger-tighten the screws and loosen the Arm from its rest.
Now it's time to set the tracking force approximately. If you can, try to fix the Platter in place so that it cannot rotate. How this is done best depends upon the turntable, but please make sure that you can reverse whatever you are doing. So do not pour superglue into the Bearing!!!!!
Many modern Tonearms feature a spring-based tracking weight adjustment contraptions. DO NOT USE THEM, but simply set them to the neutral position (normally the highest tracking weight). The Anti-skating Adjustment should be for the time being set to ZERO.
First leave the Arm-list up and try to zero the Weight for the
Tonearm so that the Tonearm floats level.
Now remove the Cartridges Stylus protector or refit the Stylus
assembly and readjust the weight so that just a tiny bit of downforce
is present. Now use the Stylus-force Gauge to set the tracking
weight. There should be instructions with the Gauge.
Simply carefully lower the Arm so the Cartridges needle ends up
on the stylus force gauge where it's supposed to be. See what
the tracking-weight is. Depending upon the Arm, move the counterweight
until the correct weight according to the Manufacturers recommendation
is established. Moving the Weight forward (toward the Arm Pivot)
increases the tracking force, moving it back reduces it.... DO NOT
adjust the counterweight with the stylus on the gauge!!!! Be very
aware that each time you place the cartridge on the gauge, you court
disaster, so do not get too anal, within 0.1 grams is quite close enough.
The heavier range of the tracking weight will usually give the best results. For instance, on many MC carts, the tracking weight range can be around 1.5 to 2.3 grams. Try starting with 2.0 to 2.1 grams (or the high end of this example range), as this will help prevent mistracking, which will cause much more damage than the slight extra weight. NEVER use the recommended minimum, this is a bogus number only there for show, and not intended to actually be used at that tracking weight.
Okay, now have the Cartridge mounted and the tracking force set
approximately. Time to get our Protractor out. If you have bought
the HiFi news Test-Record, you will have one, but I still recommend
getting Steves free Protractor as I feel it's more intuitive to
use....
Anyway, make sure that you can move the cartridge on the Headshell,
but the screws should be tight enough that the cartridge will
stay in the position it is adjusted to. Place the Protractor on
your turntable with the hole on the protractor firmly into the
spindle hole. All protractors feature parallel lines to which
you are supposed to superimpose your Cartridges Sides. I wish
those having bought Cartridges with non-parallel sides good luck.
You will need it. The best thing to do with such Cartridges is
to use the Cantilever as guide, but quite frankly it a total pain
in the neck (or lower) to do.
Verify your alignment with the second set of parallel lines. Move
the Cartridge Forward or backwards but try to keep it pointing
parallel to the main axis of the Headshell. Eventually you will
have found a position for the Cartridge, where both sets of parallel
lines are also parallel to your Cartridge sides or Cantilever. In this
case you will have set the overhang correctly and the cartridge will
have the minimum tracking error possible for the Arm/Cartridge combo.
Now tighten the Bolts. Not to much though.
Now we set the initial VTA. As a rule, Armtube should be parallel
to the records Surface when the Cartridge rests on the record.
Adjust the Arm-height (see Arm-Manual) until you got it right.
Before we start with the test-record, set the Anti-Skating to
approximately the Value that the tracking force is set to. I have
found the mechanical pointers to be widely inaccurate and the
real setting requires a test-record.
Free up the previously fixed platter and put your test-record on the platter and turn the Table on. Play the first track to verify the workings of the lots and check that you get some sound. Most Test-Records feature some tracks to identify channels and phasing. Make sure all this is correct.
Then start with the Tracks intended to help setting Anti-skating/Bias.
If you hear the sound in one channel distorted, change the Antiskating
until there is no more mistracking (which is what causes the distorted/buzzing
sound), then progress to the next track.
On the HiFi-News Test Record, every Cartridge should track all
but the last track with perfection. If not, either the Cartridge
is damaged or the Arm has a problem....
If you have got this far, simply put some of your favourite music
on, open a Can/Bottle of your favourite beverage and sit back.
Let the Cartridge play at least 20 - 50 hours before tweaking
more. It should sound pretty darn good now anyway.
After having finally become a real VINYL-MAN (even if you are Girl - imagine - telling your Boyfriend that you mount and align your own Cartridge) by mounting and aligning your first Cartridge, a happy welcome to this Brotherhood and may the Tracking-Force be with you.
Now you can progress to some HARD-CORE Turntable tweaking. Here
is some good reading from Laura Dearborn: Turntable System Setup.