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Installation practice and reliability of add-on heat pumps
Chauhan, R. B.
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Ref
ser
Tin 1BUILDING
PRACTICE
NOTE
.. - - 1 . - 7 : 3 ~INSTALLATION P R A C T I a AND RELIABILITP OF ADD-OM EEAT PUMPS
w
R.B. Chauhan
D i v i s i o n of Rullding Research, National Research Council of Canada
INSTALLATION PRAC'FICE AND RELIAR ILITY OF
ADD-ON
HEAT PUMPSby
R.B. Chauhan
The performance of heat pumps has been evaluated from the Installation
practice and r e l i a b i l i t y viewpoint. The heat pumps are commercially
available units InstaZled by local contractors in homes built in the Ottawa
region during the period between June 1978 and May 1982. Eighteen
installations were monitored i n 1981-82 and 23 i u 1982-83, Over the two year monitoring period, 0.54 corrective actioas p e r unit year were
required.
With the introduction of the Canadian O i l Substitution Program Grants,
the add-on heat pump (to o i l furnaces) becam an attractive o f f - o i l o p t i o n ,
leading to increased heat pump sales. Thus an information update on the f i e l d performance and r e l i a b i l i t y of add-on heat pumps would be of value t o
heat pump manufacturers and installers, homeowners, fuel suppliers and electric u E i Z L t i e s .
A new houslag development in Orleans, Ontario (near O t t a w a ) provided an
opportunity to monitor the performance of several beat pumps added t o gas furnaces. The findings of t h l s study are applicable to add-on heat pumps i n
general
.
Eighteen heat pump systems were monitored during the winter of 1981-82. SevenLeen u n i t s of t h i s group were ad&ons to conventional gas furnaces and
Ode was an a l l - e l e c t r i c heat pump system. For the winter of 1982-83,
one
o f the original participants uithdrew from rhe study and s i x more system w e r e added.This r e p o r t comments an the r e l i a b i l i t y of the heat pumps and notes
some instatlation-related problem, During the course of the monitoring program, some problem areas with add-on heat pumps were fdenttfied; these related t o tnetaflatlon, weather conditions, control wiring c i r c u i t and
thermostat control system,
Indoor Fllrnilce Air F l o w
There were a feu cases where a i r flow requirements were not met- In t h e s e cases fan capacity was adequate; i t : merely required a change of drive
motor from 114 HP t o 113 HP and the appropriate pulley, to achieve the
required a i r f lm- The furnace and the s i z e of ductwork i n s t a l l e d d i d l i m i t
The ductwark i n many of the houses had excessive ait leakage a t
connections to furnace and branch runs. Return air capacity was inadequate
in t w o installations where homeowners complained of b e i n g cool in winter and hot tn summer at the second storey l e v e l .
Many of the systems were equipped with by-pass humidifiers, whgch may
have some detrimental effect on the performance of the heat pump, since they cause a reducLion in air flow o v e r the heat pump indoor c o t 1 ( s e e
Figure 1 ) -
L o c a t i o n of Outdoor Unit
One of the most common problems related t o outdoor unit location was
water run-off from the roof (Figure 2). In many cases, eavestroughs had not been installed by the builder and the unit was located under the d r i p line. Under conditions of freezing r a i n andlor wet snow near the freezing point,
dfscharge grilles were completely i c e d over, choking off a i r flow. In other
cases, large portions of the outdoor c o i l would be covered by i c e , r e s u l t i n g in reduced air flow- This problem was noted only on units with vertical
discharge.
Some heat pumps were completely buried in snow (Figure 3 ) . The
homeowners were instructed t o check t h e i r outdoor u n i t occasionally and to
remove any snow build-up. Units located between two houses, where the passageway was o r l e n t e d In the direction of the prevailing winds, were
s u b j e c t to drifting snow problems. Heat pumps located on the leeward side of he house were not: affected. Xn these cases, t h e mounting stand s u p p l i e d by the contractor or manufacturer raised the unit sufficiently, so that drifting snow was n o t a problem. Units with horizontal c o i l s and
draw-through fans were particularly s u s c e p t i b l e to snow build-up and
blockage ( F i g u r e 4 ) .
Control Wiring
Only one u n i t had problems relating to furnace-heat pump i n t e r f a c e
c o n t r o l , Refore the problem was r e c t i f i e d , whenever the thermostat called f o r second stage heat, a 24V transformer fuse would rupture and d i s a b l e the heat pump, On another occasion the transformer in the gas furnace had to be
replaced. T h e problem was eventually traced to faulty wiring of the factory-supplied control box; t h e manufacturer had experienced sfmilar
problems on other units. T h i s problem resulted in a one month shut-down of
the hear pump.
In general t h e add-on heat pump requires more knowledge on the part of
the installer, with respect to control wiring, than conventional
a l l - e l e c t r i c heat pumps.
Outdoor thermostats
Add-on heat pumps, in many cases, are equipped with outdoor thermostats
t o p r e v e n t heat pump operation below a particular outdoor temperature. Nine
OF the nine system, three were equipped with balance p o i n t * cut-off c o n t r o l s , while t h e others were intended t o allow some combined operation of furnace and heat pump below the balance point.
In most cases, the contractor's original settfngs tended to terminate heat pump operatLon at a higher outside temperature than was necessary. In
the case of the balance p o i n t cut-off system, heat pump operation was
terminated at an outdoor temperature 4 ro 10 K higher than the c a l c u l a t e d balance point. DurZng the 1981-82 heating season, about 33% of the heating
hours were in the outdoor temperature range between -7°C and -2°C. A lower cue-off setting could no doubt have increased heat pump "on" t i m e and
reduced gas consumpti on.
In a d d i t i o n , durfng the 1981-82 heating season, a number of systems
operated a t temperatures significantly below the set point on the control
(in fact below t h e 1982-83 settings). Thermostats installed on south-facing
walls were more prone t o this problem because of the influence of s o l a r radiation. Although it is perhaps d~fficult i n some cases t o locate
thermostats on north o r north-west facing walls, b e t t e r s h i e l d i n g should reduce the solar influence on the thermostat s e t point.
Plenum Thermostat Cwrrol Settings
The most popular add-on heat pump control in rhe Orleans project was the plenum control. As summarlzed
In
Table 1,of
the 19 add-on systems which operated below the balance point, 12 employed plenum control.Manufacturers B, C and E u t i l i z e d t h e same approach, i . e . , a senstng bulb and capillary (Manufacturers B and C) and a bimetallic T i d t type of control
(Manufacturer E) to turn
off
the heat pump following furnace start-up and b r i n g the heat pump back on following a burner cycle. Typical settings are30 to 35OC, with a differential of approdmately 2 K.
Wo problems related to improperly set plenum controls were encountered in the study, but it 1s essential to'set the controls as instructed by the
manufacturer. I n one series of t e s t s the sensor (sensing bulb and
capillary) lagged considerably behind a i r temperature, up to 20 K (due to
the mass of t h e b u l b ) , One manufacturer pointed out the importance of measurtng the a i r temperature a t
the
point of heat pump cut-out and adjusting from recommended setting, if necessary, t o hold the airtemperature entering coil below a c e r t a l n value, Thfe ensures that t h e
presslrre in Lhe refrigeration system does not exceed s pre-set maximum
value, which could lead to campressor problears or nuisance t r i p s of the high pressure s a f e t y limit.
I n one case, the second stage anticipator (controllfng the gas furnace)
was s e t at a much higher value than recommended (i.e., anticipator action
was nonexistent), r e s u l t i n g in wide fluctuations of indoor temperatures durfng furnace operatton. This reduces the hear pump r u n t i m e because the
furnace operating temperature range overlaps with the heat pump operating
range. Thus the contribution t o load the heat pump would normally make is
reduced,
*Balance p o i n t is the outdoor temperature above which the heat pump can
COMPONENT FAILURES AND OTHER CORRECTIVE ACTIONS
From the standpbint of reliability, the results of the current study
indicate a marked improvement over the situation reported from an Ontario
Hydro field evaluation. l r The component failures observed over the
monitoring period arc:
1) Compressor bum-out; replacement compressor had d e f e c t i v e internal relief valve (House fl3);
2) Outdoor fan motor (bad bearfngs) (Wse #7);
3 ) Soli&state control board (l3ouse f7);
4 ) Furnace gas valve failure caused by short in control wiring
(House #8);
5 ) Furnace gas valve (Eouse
81);
6 ) Outdoor fan blade (HOUSE #4).
Table 2 summrlzes the t o t a l correcttve actions taken over the course
of the two heating seasons. fn the two-year period there were 22 corrective a c t i o n s taken by the installing contractor or by NRCC technicians. This
represents 0.54 corrective actions per unit year (conpare with 1.33
corrective actions per unft year from the Ontario Hydro f i e l d evalua tion2
1.
The problem resulting in corrective action =re categorized as follows (frequency of occurrence is shown in brackets):
1 ) installation-related (3)
(locatf on, control wiring, etc. ) 2) design-related ( 13)
(component Eaf lure, factory wiring, weather, etc, )
3 ) omer education ( 5 )
4 ) furnace (1).
T h e design-related category was by far the largest source of problems l e a d i n g to corrective action. The repeated compressor replacements i n
House $13 added three corrective actions and most ' l i k e l y represents an exceptional case. Two of the factorp-supplied replacement compressors were d e f e c t i v e and did not fail as a result of f i e l d application. The problem
seems t o have been corrected following the burn-out of the original
compressor, as no problem were experienced in 1982-83.
The majority of design-related problems
were
due t o the general layout: of the outdoor unit components rather than t o component defects, Theoutdoor fan motor failure, the cracked fan blade and
t h e
numeroue problems encountered due to operation' under freezing rain conditions (blades unablet o turn, discharge g r i l l e covered with ice) are probably unavoidable w i t h an
"operrtop" fan disch'arge design, Even if due consideration is given to location of the outdoor unit away from drip-lines or eaves, under adverse weather conditions thie d e s i g n d l 1 be subject to faa-mator aseembly problems possibly leading t o component failure.
In the owner education category, the most frequent complaint leading t o
corrective action was that of "cold" a i r discharging from the supply air
g r i l l e s . This, no doubt, is due t o the relatively large volumes of air
these conditions heat pump supply a i r temperatures are
fa
the range of 25 t o 3S°C; 2S°C would occur a t the balance point because of reduced heat outputfrom the heat pump, This s i t u a t i o n is aggravated by thermostat droop* (by as much as 1.5 K lowef). The lower telllperature in the house perhaps makes
the homeowner more aware o f the relatively low discharge temperatures. Apparently no one had adequately explained this inherent characteristic of heat pump operation t o the homeowners concerned. Various solutions w e r e
proposed by the installing contractors.
For
example, switch the system t oemergency heat when it is cold outside; raise the thermostat setting to compensate f o r droop; or modify the solid-state control circuit board to
raise the heat pump cut-off temperature from -23% to -12OC (an irreversible
corrective aetlon I n aame earlier madels of Manufacturer B).
Manufacturers A and
E
provided indoor thermostats w i t h outdoor ambientcompensating therdstors to combat droop, As the outdoor temperature f a l l s ,
the resistance of the thermistor (located in the outdoor u n i t ) increases,
thus reducing the current flow through the room thermostat control circuit.
The amount of heat dissipated by a re'sistur in the thermostat is reduced
under t h i s candition, e f f e c t i v e l y r a i s i n g the control p o i n t or extending t h e
'.on" tfme of the heat pump.
New electronic heat pump thermostats introduced recently should
eliminate the problem of droop and go a long way toward eliminating this frequent complaint from heat pump owners.
CONCLUSION
This p r o j e c t has covered the performance of add-on heat pumps in nearly
new houses in a suburb of O t t a w a . The performance- and reliabiity of the
heat pumps as a heatin system have improved significantly compared to the On tarto Hydra studies. 8 , 2
Qver the two-year monitaring period a total of
0-54
corrective a c t i o n s p e r u n i t year were requfred. This cantpares with 1..33 corrective actionsraken during the Ontario Hydro field eval~atfon.~ The f i n d i n g s of this
study suggest that installation and component: r e l i a b i l i t y have Improved significantly over the p a s t few years.
Of the 22 corrective actions, 13 were in the design-relared category.
Component fa-llures, factory w i r i n g and weather-related problems are the matn
areas rovered by this category. The outdoor fan motor failure, the cracked
f a n blade and the numerous problems encountered due to operation under
freeztng rain condftions, only e x i s t with an "open top" fan discharge desfgn. More a t t e n t i o n needs t o be p a i d to the desfgn of the outdoor unit
to a v o i d weather-related operational dtfflculties.
Haay of the homeowners demonstrated a lack of understanding of the
normal operational charactetistics of heat pumps, such as low supply a i r
temperatures, thermostat droop (soon to be eliminated with electronic h e a t pump t h e m s t a t s ) and when t o employ thermostat set-back. The industry as a
whole needs t o explain, as simply as possible, the do's and don'ts to each
heat pump c u s t o ~ r . A number of the operational difficulties could have
-
been avoided i f the owner better understood the characteristics of heat pump system.
Finally, proper heat pump Installation requires a higher degree of technical sophistication and knowledge than the i n s t a r l l a ~ l ~ n of other
heating systems. A heat pump is less forgiving of instqllatfon mfstakes Lhan other comEort conditioning equipment. A mechani~m for ensuring that a
heat pump i n s t a i l a t i o n conforms t o good practice exists in the form of a
CSA Standard "Installation Requirements for AirtrAir Heat Pumps". 3. It is imperative that a l l heat pump installations meet the requireeats of t h i s standard,
REFERENCES
I. E l m s , W.P., Residential Heat Pump Evaluation: Phase I:
-
Hew Homes. Ontario flydro, Energy Conservation Dfvisios, ECD Report No. 77-4,December 1977.
2. Elms, W.F., Residential Heat Pump Evaluation: Phase IK - Existtng
Homes. Ontario Hydro, Energy Conservation Division, ECD Report
No. 79-3, June 1979,
'3. CSA Standard C273.5-1980, Tnstallatfon Requirements for Air-to-Air Heat Pumps, Canadian Standards Association, Sexdale, 1980.
h n~ n h n n n n A hl-3
y
N m N N N N CV N.N,.
*.
. I ..
Nr*l C4 rVm Nr*l cY N N N N - - I - I I - v 1 t ~ V I - ~ I I w w w I I 1 u N d N N N N N m m *7 m m m elTable 2
Type of Corrective
Date House NO. Problem Corrective Action Problem Action By
Oct. 8181 L i U n i t not k s e t Hi PR-switch Owner NRCC
operating Power off for 24 hwrs education
Unit aff on Hi Press when
power restored
-
O c t . 2 3 1 8 1 19 Fan blade &moved ice blockage I n s t a l l a t i o n NRCC
tced-f rozen- (location)
unable t o turn
Uov, 13/01 8 Furnace gag
valve burnt -control wiring
Dec. -3181 10 Control wiring
-furnace appears
t o have provided
most a£ heating through fall
Replace gas valve Installation I n s t a l l i n g
-remove factory jumper (control contractor
be tween thermos tat wiring) & WRCC
power terminals
Disconnect w i r e Ins t a l l a t t o n Installing
-not used in add-on (control CORE ra c t or
applicaron wiring)
- - - - - - -
Dec. 10181 11 Outdoor fan Remove ice Design Installing
b l a d e s hitting buildup (ueather contractor
ice buildup related)
Dec. 10181 17 Cold air None M er Installing
discharge at education contractor
g r i l l e s
Dec. 21/81 7 C~mpressor Replace solid-s r a t e Design Installing prevented from control board (component contractor
running by f allure 1
d e f e c t i v e
p rf n te d ciscui t
board
DCC, 21/81 13 Compressor burn- R e p l a c e compressor out ( d e f e c t i v e ( i n s t a l l e d Jan. 29/82) start r e l a y )
Jan. 4/82 8 Service l i g h t h e r turned o f f
on s y s t e m
-
notified-control wiring contractor
-problem in factory wf ring Design Installing (componenr S??;%&g??Z- f a i l u r e l Deslgn Installing (factory contractor wlr-tng of interface control)
Jan. 4 / 8 2 17 Cold air
discharge a t g r l l l e s Concractoc told owner t o switch to cnergency heat -MR%C told owner t o
leave heat pump on
Owner educar ion
Installing contractor
- . -- - - - - --
Feb, 5/82 1 Gae p i l o t valve Gas p l l o t valve
f a i l u r e replaced
- - -
Furnace Ottawa component Gas
Table 2 (Cont'd)
Correctf ve Actions (1981-82) Cont 'd.
Type of C o r r e c t i v e
Date House No. Problem Corrective Action Problem Action By
Mar. 1/82 7 Outdoor fan Replace outdoor Dea ign Installing
motor failure fan motor (component contractor
- b a r i n g f a i l u r e )
f a i l u r e
Wr. 15/82 13 Replacement Replace compressor Design Installing
compressor had (component contractor
d e f e c t i v e relief failure 1
valve
Mr. 22/82 13 Replacement Order new Design Installing
compressor compressor ( d e f e c t i v e contractor
could nor be component)
started on bench
mr.
30/82 19 Hew owner Explain that 'low' Owner NRCCcomplains about temperatures are educat Lon
l o w discharge normal a i r tempera-
ture at grilles
Corrective Actions ( 1982-83)
Nov. 15/82 8 Compressor o f f Reset high pressure Desf gn NRCC
on high switch
-
not certain o f { d e f e c t i v e pressure cause (defective plenum component)thermstar replaced
l a t e r )
- - -
-N O ~ . 19/82 4 O.D. fan b l a d e Owner switches to Design Owi~es
cracked emergency heat (defective
-
orders new blade component)Jan. 12/83 20 Low discharge Owner instructed contractor Owner I n s t a l l i n g a l r teaperature t a cut resistor an circuit education contractor at g r i l l e board to prevent heat pump
operation below -12'C
Feb. 4 / 8 3 i 5 Discharge grille Remove fce Design NRCC
20 on vutdonr unirs (weather
25 covered with ice r e l a t e d )
following freez-
ing rain storm
Peb. 14/83 25 Owner di8satis- I n s t a l l control
fiad with system t o allow operation performance below balance point (high gas usage)
Design RRCC &
Ine t a l l i n g contractor
Figure 3 Heat pump outdoor unit burled in snow