HVAC Excellence Heat Pump study materials
HVAC Excellence Heat Pump study resources

HVAC Excellence Heat Pump study plan

HVAC Excellence Heat Pump · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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