Refrigeration Basics for Engineers and Mechanics
Below is the most comprehensive article about the basics of refrigeration- written by a 50 year veteran in the chiller service industry-John Schaub. This article covers everything from superheat and subcooling to thermal valves and capillary tubes. It also explains ohms law and btu's. To see where this came from click here: www.chillers.com/schaub.htm
Professional Refrigeration Troubleshooter
The following manuscript was written from my own experiences in the field. I have personally been involved in over 50,000 jobs in the field for over 50 years. I'm sure you have your own stories which may be similar. The common and not so common knowledge of this industry is compiled in one place ...for your use on any job and for any situation. Equations, rules of thumb...and guidelines to quote jobs and gather data to learn this industry, is all compiled for you in the below book......A few examples are given, but the rest are listing in my book. This will be a great tool for anyone in the field and as must have for you or your technicians........
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The first hands on Chiller/HVAC/R troubleshooting handbook is out in publication. This is a must have book for you and your service technicians. It will save you time and money along with passing on the vast knowledge of 60 years experience. |
Chiller Warranty Service- Click here for details
"Common
Knowledge"

Table of contents: Click on a topic or scroll down
* Defined as the removal of heat. It may also be described as the transfer of heat by a mechanical means from one object or space to another
* Heat is energy. Something that can be neither created or destroyed - cannot be seen.
| Heat & Temperature: .........Concentration of heat |
| Cold: .................................Lack of heat. (consider heat as a substance) |
| Lighted candle: .......Concentrated - higher temperature |
| 2 Gallons of water: ....Spread out - lower temperature |
| Temperature: ......Expression of the concentration of heat in a substance. |
| Example: ............1 lb. water at 100F = 100 B.T.U.'s |
| .........................10 lb. water at 10F = 100 B.T.U.'s |
| Sensible heat: ................Heat that can be felt. |
| 2 Temperature scales: ...Centigrade & Fahrenheit |
* 1 Calorie = 1 gram of water raised from 0 C to 1 C (centigrade)
* B.T.U. = British Thermal Unit (Heat required to raise 1 lb of water 1 degree F
* Rapidity of heat flow depends upon temperature difference.
| 144 B.T.U.'s ...... (latent heat) required to change 1 lb of water to 1 lb of ice |
| 970.4 B.T.U.'s .....(latent heat) required to change 1 lb of water to 1 lb of steam. |
| Solid to a gas - .......Sublimation |
| Gas to a solid - .......Regelation |
* Ability of substance to absorb (give up) heat = capacity
* In order of heat capacity: 1. Aluminum, 2. Iron, 3. Copper, 4. Zinc, 5. Lead
* Heat capacity may be defined as: The amount of heat required to raise the temperature of 1 lb of substance 1 degree F.
| Heat capacity of water is 1......................(specific heat - same thing) |
| Specific heat of any other substance:....... is the ratio of that to water. |
* Specific heat of iron is: .113 Almost 9 times less than water
* Specific heat of ice is: .5
* B.T.U.'s = weight X specific heat X temperature difference. ( W. x S.H. x T.D).
* Radiation: Travels in straight lines ( The Sun)
* Conduction: By contact of molecules
* Convection: Through 3rd medium ( Air)
* Sensible: Heat that can be felt.
* Specific: Heat per unit of mass required to produce a degree rise in temperature.
* Latent: Change in state without a change in temperature.
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Beyond this you'll have to look at the book...for those hard to find equations and rule of thumb details for sizing and data gathering....thank you...CLICK HERE FOR BOOK DETAILS
* Refrigerant Effect = ..................................
* A refrigeration system is more effective with a .......................
| Solids: ................... |
| Liquids: .......................... |
| Gases: ................................................................................. |
* The addition of heat to a substance that exits as a solid will transform ............................................
| Ammonia will solidify at | ............................................ |
| R-12 will solidify at | ..................................... |
* When physical heat is added to a substance without a change in temperature, it is called latent heat.
* To change 1 lb. of water from 212 F water to 212 F steam requires................................
| Latent heat of Fusion: | Water to Ice- 144 B.T.U.'s per pound |
| Sensible heat | Heat that can be felt. ( Increase or decrease of temp. in a substance without a change of state.) |
** Note: Water reaches it's greatest density at ...........................F. This is why it freezes on the surface of any body of water.
* Total Heat: Sum of ...................................
* Heat will flow from a warmer to a .........................................
* Pressure: Atmospheric pressure is:...........................
* As the pressure decreased the boiling point also ....................................
* At double atmosphere, ( approx. 30 lb.) water boils at .......................... F.
* R-12 refrigerant boils at ................................... F .
** Superheat is ...................... heat.
* At expansion valve approx. ........% by volume is flash gas.
| The following valves are all adjustable for superheat externally: |
| One full turn on Alco valve ( external ) will change superheat ...... F |
| One full turn on Alco valve ( internal ) will change superheat ........ F |
| One full turn on Sporlan valve will change superheat ........... F |
| One full turn on Detroit Lubricator changes superheat .............. F |
| To find lbs. & CFM of air which must be delivered by the fan of an air conditioner per ton load for a given range. | ||
| Lbs / min / ton | = | ....................... |
| In computing the cubic feet per minute of refrigerant circulated within a system the following formula is used: | ||
| CFM | = | .............................. |
| Refrigerant | Boiling Point | Solidifying Point |
| Ammonia | .... F | ..... F |
| Methyl Chloride | ..... F | .... F |
| R-11 | ..... F | ..... F |
| R-12 | ...... F | .... F |
| R-22 | ....... F | ..... F |
| Ohms Law = ........... |
| Volts = ..... |
| Amperes = ..... |
| Resistance = .......... |
| Watts = ........ |
| 746 watts = ...... |
| Kilowatt = ...... watts |
* Split Phase = ................
* All 3 and 5 Hp units using 208 or 220 Volt circuits are built to operate effectively from ....... volts to...... volts.
* No spark is allowed to occur in the rotor of a hermetic system. Therefore ..............................................
* Underwriters have checked klixons on hermetic motors under locked rotor conditions for a period of .... days, ...... hours /day
* For each motor there is a starting capacitor which will give a motor the greatest torque. All capacitors are rated in ............................
* All capacitors are rated for so many ......... second starts per hour.
* Starting capacitors create .....................................
* Klixon type protectors will open on a ........, caused either by .................or ..............................
NOTE: What substance has the greatest resistance to a current flow? ANSWER: .......................................
Always use time ............ fuses for compressors, pumps and fan motors. (- Never ....... fuses)
* It is of vital importance to have the proper size fuses installed within the supply line in the event the compressor is in some way overloaded. The damage caused by a current overload is directly proportional to the size fuses ................................................
Always replace all fuses even if ...........................
* All have aluminum covered lead gaskets. (may be used again) When removing a motor, or for some reason disconnecting the terminal leads, always make sure the compressor shaft is .................................................................
* NOTE: If the aluminum gaskets have been replaced since this report. It is recommended that refrigeration oil .......................................
* Hermetic circuits (York) were brought out in 1952. It enabled the buyer to purchase refrigeration and air conditioning equipment more inexpensively.
* No hermetic is .....................................
* 2 types of Hermetics: ....... and ........................
* Limit the height of the condenser above the evaporator if possible. Reason: ..........................................
* Never put unit in room with .......................................
* When evacuating a unit, use ..................................
* Micron: = .......................
* Wet bulb thermometer used to check ....................
* Use dry nitrogen to remove .......................................
* Also use ..................... through lines when brazing. ( prevents ......................)
| Temperature difference between brazing, soldering and welding | |||
| Lead solder | .....F | to | ...... F |
| Easy flo. | ...... F | to | ..... F |
| High temp. braze | ..... F | to | ...... F |
| Welding | ..... F | to | ....... F |
* Discharge check valves were installed to prevent ..............................................
* Recycling pump down to prevent excessive .......................................................
| Liquid Controllers: |
| 1. Hand expansion valves |
| 2. Automatic expansion valve ( constant pressure) |
| 3. Thermal expansion valve |
| 4. High pressure float regulator |
| 5. Low pressure float regulator |
| 6. Capillary tube |
| Use for #1: Used mainly for ................................. |
| Use for #2: Primarily used on ........................... |
| Uses for #6: Length of capillary determines..................... |
* A thermal expansion valve is a metering device used to...................................................
| Capillary Tube: | A tubular coil about 50" long, with a diameter of 1 /16". to the end of which is a thermal or reactor bulb. This bulb is attached to the ........................................ |
| Temperature: | For every refrigerant there is a definite temperature ...................................................... |
| Superheat: | The number of degrees F. the gas is ............................................. |
* The liquid charge in the thermal bulb is enough so that ..........................................................
* In reference to liquid filled thermal bulbs, there is no more ........................................................
| There are two types of thermal valves: Internal and externally equalized. | |
| Internal: | An internally equalized thermal valve has three forces working within it............................................................ |
| External: | An externally equalized thermal valve also has ............................... |
* Oil within a refrigeration system has but one function, and that is to......................................................
* Oil is pumped from..............................
Crankcase Heaters:
1. When buying make sure to get.............................................
2. Check surface temperature of heaters. Should be between .... F and ............ F.
3. Should have a ......................... watt rating. (on larger compressors)
* When using compressors in multiple, always make oil .......................................................
* If the velocity within a system is too low you will have ....................................................................................
NOTE: The length, size and pitch of suction line plus compressor unloading can effect .......................................................
* Defined as the change of the ..........................................................................
It is divided into two phases: Summer and Winter.
* Summer: To decrease the .....................................................
* Winter: To increase the ..............................................................
* Air is like a sponge. It can hold a certain amount of ................................................
* When it has absorbed all the ...........................................
* When the air contains less than the maximum amount of .........................................................
* The ability of air to .......................................................
| Dry bulb temperature: | Temperature shown as ............................... |
| Wet bulb temperature: | Defined as the temperature of the ........................................... |
| Absolute humidity: | Defined as the absolute amount of ......................................................................... |
| Dew point temperature: | Is the temperature at which .......................................................................... |
| There are three types of fans: | ||
| 1. | Propeller | If resistance be added, C.F.M. will be .............................................. |
| 2. | Axial | Same design as propeller fan. However, the axial fan is so ........................... |
| 3. | Centrifugal | A cylindrical, disk shaped fan, with .................................................. |
| * Defined as the movement of the ....................................... |
| * Air distribution is the l........................................................ |
| * Sheet metal screws should .............................. |
| * All elbows should have sufficient ............................................. |
| * Any obstruction increases ........................... |
| * All edges of metal should have ........design. |
| * One ton of refrigeration = .................. C.F.M of air needed through the evaporator. |
| * One ton of refrigeration = .............. C. F. M. of air through the condenser. |
| * One ton of refrigeration = .............. G. P. M. water through water cooled condenser. |
* Formulas for Calculating System Tonnage:
| Water cooled condenser tons | ....................... | = | Tons |
| Where: | T.D. is temperature difference ................................ | ||
| Lbs. H20 (water) | pounds of water flow per minute. | ||
| Water cooled evaporator tons | ........................................................ | = | Tons |
| NOTE: | Pump curves could be used to ................................. | ||
| = | |||
| B.T.U. = | .................................. | Heat load = ................................. |
| B.T.U. = | ............................................ | Heat load = ................................ |
| R.E. = | ................................................. | Refrigerating effect = .............................. |
| Ton ref. / min. = | ................................................ | |
| Condenser tons = | ................................................ | |
| Evaporator tons = | ............................................... | |
| G. P.M.'s / water = | ................................................ | |
| Refrigerant circulated per minute = | ................................................ | |
| C.F.M of refrigerant = | .................................................................... | |
| Velocity in Ft./Min. = | ............................................................................................. | |
| Ratio of Compression = | ............................................. | . |
| Total Tons = | .................................................................................................... | |
| Sensible Tons = | ............................................................................... | |
| Latent Tons = | ............................................................................................. | |
| Latent Heat / lb = | .......................................................................................... | |
* R.S.E.S Service Manual
* York Institute of Refrigeration
* York Service Manual
* Commercial and Industrial Refrigeration - Written By: C. Wesley Nelson, Printed By: McGraw- Hill Book Co. Inc. New York, NY
* Encyclopedia Britannica: Refrigeration and its application.
Compiled By:
| John C. Schaub Sr. |
| Schaub Consulting |
| 86 Buckingham Road |
| Southampton, NJ 08088 |
| 856-235-2120 |
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