HVAC Excellence Heat Pump study plan
HVAC Excellence Heat Pump · Give each week a clear focus.
8 weeks · About 7 hours per week
Heat Pump Fundamentals and Refrigeration Cycle
Draw the vapor-compression cycle from memory and label all four components, both pressure sides, and the state of refrigerant at each point
Define saturation temperature, superheat, subcooling, and glide, and state the numeric relationship between them for a fixed metering device
Compare heating COP, cooling EER, and HSPF, and compute each from a set of given capacity and power inputs
Explain reverse-cycle operation, including how the reversing valve swaps the roles of the indoor and outdoor coils in heating versus cooling
Your checkpoint
A hand-drawn, fully labeled cycle diagram plus a one-page worked-problem sheet with five COP/EER/HSPF calculations and correct units
Heat Pump Fundamentals and Refrigeration Cycle & Heat Pump Components and Electrical Controls
Identify each major component on a cutaway or schematic: compressor, reversing valve, accumulators, receivers, TXV or EEV, check valves, and defrost controls
Describe the operating sequence of a demand defrost board, including sensor inputs, initiation, termination, and the backup time limit
Trace the defrost cycle refrigerant and airflow path and explain why the auxiliary heat is energized during defrost
Distinguish scroll, reciprocating, and rotary compressor behavior under low-load and floodback conditions
Your checkpoint
A component-identification table of at least 15 parts listing each part's function, failure symptom, and one test method
Heat Pump Components and Electrical Controls
Read a heat pump wiring diagram and trace the low-voltage call from thermostat through the defrost board to the contactor and auxiliary heat relay
Interpret the defrost board terminal designations (R, C, Y, O/B, W, and sensor inputs) and state the voltage expected at each terminal in each mode
Test a reversing valve solenoid, a defrost thermistor, and a contactor coil with a meter and state pass/fail criteria
Explain the difference between the O and B reversing-valve energization conventions and what happens if the thermostat is misconfigured
Your checkpoint
A traced wiring narrative of one complete heating call and one complete defrost cycle, with expected voltages at each step and a marked-up schematic
Installation, Piping, and Airflow
Size and select line sets and calculate equivalent length including fittings and filter-drier pressure drop
Apply the correct brazing procedure: nitrogen purge, heat control, and evacuation to a target micron level with a decay test
Verify airflow by measuring external static pressure and comparing it to the blower performance table
Calculate required airflow in cfm from nominal capacity and confirm it against the manufacturer's table for heating and cooling modes
Your checkpoint
An installation checklist covering line-set sizing, brazing, evacuation, and airflow verification, applied to a hypothetical 3-ton system with all calculated values filled in
Commissioning, Charging, and Performance Verification
Determine the correct charge method for a given system type: weigh-in, subcooling, superheat, or approach, and justify the choice
Calculate target superheat for a fixed-orifice system from indoor wet-bulb and outdoor dry-bulb using the manufacturer's chart
Compute subcooling and superheat from gauge and line-temperature readings and compare them to the manufacturer's target values
Interpret a performance curve to predict expected capacity and power at non-standard outdoor temperatures
Your checkpoint
A commissioning report template with a completed sample: readings, calculated superheat and subcooling, airflow, delta-T, and a pass/fail verdict with justification
Commissioning, Charging, and Performance Verification & Troubleshooting, Service, and Safety
Diagnose undercharge, overcharge, and restricted metering device from a set of superheat, subcooling, and pressure readings
Distinguish the symptoms of a restricted liquid line, a restricted suction line, and a failing compressor
Explain safe refrigerant handling: recovery requirements, cylinder filling limits, and leak detection before evacuation
Identify the electrical hazards specific to heat pumps, including dual power supplies and capacitor discharge
Your checkpoint
A diagnostic decision tree that maps reading combinations to at least six faults, each with a confirming test
Troubleshooting, Service, and Safety
Diagnose a reversing valve that fails to shift, including the temperature-difference test across the valve ports
Troubleshoot a defrost system that ices the outdoor coil, distinguishing sensor, board, and reversing-valve causes
Test compressor windings, capacitors, and contactors with a meter and state the expected readings
Apply lockout/tagout and safe meter practices when working on energized low-voltage and de-energized line-voltage circuits
Your checkpoint
Five written case-study diagnoses, each with symptoms, test sequence, root cause, and repair, scored against a self-made rubric
Heat Pump Fundamentals and Refrigeration Cycle & Heat Pump Components and Electrical Controls & Installation, Piping, and Airflow & Commissioning, Charging, and Performance Verification & Troubleshooting, Service, and Safety
Review all five domains using a weighted checklist that matches the exam's 20 percent per-domain split
Re-drill the weakest two domains identified by prior practice scores until each reaches a consistent passing margin
Practice timed mixed-domain question sets and review every miss for the underlying concept, not just the answer
Rehearse the calculations most likely to appear: superheat, subcooling, target charge, airflow, and COP
Your checkpoint
A timed 100-question mixed-domain practice exam with a score of at least 80 percent and a written list of remaining weak areas with a review plan
Milestones
Week 2: Can draw and label the refrigeration cycle and identify all major components on a schematic without notes
Week 4: Can trace a full heating call and defrost cycle on a wiring diagram and complete the installation checklist with correct calculated values
Week 6: Can determine charge method, calculate superheat and subcooling, and correctly diagnose at least four of six faults from readings alone
Week 8: Scores 80 percent or higher on a timed mixed-domain practice exam and has a documented review plan for remaining weak areas