NABCEP SHSI study materials
NABCEP SHSI study resources

NABCEP SHSI study plan

NABCEP SHSI · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Solar Heating System Design and Sizing

  • Compute daily and monthly space-heating and DHW loads from degree-day and draw-volume data for two sample homes

  • Size a flat-plate collector array to meet 50% and 70% solar fractions, and compare the resulting area and storage volumes

  • Calculate collector-loop flow rate from manufacturer-specified flow per collector and check it against pipe sizing limits

  • Derive expansion-tank acceptance volume and precharge pressure for a closed glycol loop with a known static height

Your checkpoint

A one-page sizing worksheet for two homes showing loads, collector area, tank volume, flow rate, and expansion-tank figures with unit checks

Week 2

Solar Heating System Design and Sizing & Safety, Codes and Standards

  • Select pipe, insulation, and pump materials rated for the maximum stagnation temperature of the chosen collector

  • Apply freeze-protection rules for glycol concentration and drainback slope to a design layout

  • Identify the code and standard clauses that govern potable-water separation in a combi system and list the required backflow devices

  • Check a design against collector mounting wind and snow-load requirements for the local jurisdiction

Your checkpoint

An annotated system schematic with freeze protection, backflow protection, and pressure-relief points labeled and justified in a short written key

Week 3

Solar Heating System Installation

  • Lay out a collector array on a roof plan showing row spacing, tilt, azimuth, and penetration locations

  • Write a step-by-step installation sequence from roof flashing through collector connection, piping, and insulation

  • Specify pipe supports, expansion compensation, and high-point air removal for a pumped glycol loop

  • Plan the sensor placement and wiring routes for collector, tank, and outdoor reset sensors before rough-in

Your checkpoint

A complete installation work package: roof layout drawing, sequence of work, and sensor/wiring plan

Week 4

Solar Heating System Installation & Safety, Codes and Standards

  • Assemble a glycol loop by instruction, including flushing, mixing to the target concentration, and pressure testing

  • Verify relief valve discharge piping, vacuum relief, and check-valve orientation against the schematic

  • Document torque values, insulation joints, and labeling required for inspection

  • Explain the electrical disconnect and controller wiring requirements that apply to a residential solar thermal installation

Your checkpoint

A signed-off mock or bench installation checklist with pressure-test record and glycol concentration reading

Week 5

Solar Heating System Commissioning and Troubleshooting

  • Commission a system by setting controller parameters, pump speed, and differential setpoints to design values

  • Measure and record flow rate, inlet and outlet temperatures, and pressure drop, then compute delivered collector output

  • Diagnose three seeded faults (air lock, reversed sensor, low glycol concentration) from symptom descriptions alone

  • Write a commissioning report that compares measured performance with the design prediction

Your checkpoint

A completed commissioning report with measured flow, temperatures, delta-T, and computed output versus design for one system

Week 6

Solar Heating System Commissioning and Troubleshooting & Solar Heating System Operation and Maintenance

  • Build a troubleshooting decision tree covering no-flow, low delta-T, overheating, and repeated air accumulation

  • Interpret controller error codes and sensor resistance readings to isolate a failed component

  • Draft a 12-month maintenance schedule listing glycol testing, anode inspection, relief-valve exercise, and pump checks

  • Practice a customer handover walkthrough explaining stagnation behavior, vacation settings, and freeze alarms

Your checkpoint

A troubleshooting flowchart plus a 12-month maintenance calendar with task owners and intervals

Week 7

Solar Heating System Operation and Maintenance

  • Evaluate a glycol sample report and decide whether to top up, dilute, or replace the fluid

  • Inspect insulation, flashing, and mounting hardware for degradation and record findings in a condition report

  • Analyze a year of logged performance data to spot seasonal underperformance and propose corrective actions

  • Explain how to safely isolate and drain a loop for service, including stagnation and scald precautions

Your checkpoint

A sample annual service report containing fluid test interpretation, inspection findings, performance analysis, and recommended actions

Week 8

Solar Heating System Design and Sizing & Solar Heating System Installation & Solar Heating System Commissioning and Troubleshooting & Solar Heating System Operation and Maintenance & Safety, Codes and Standards

  • Complete a timed 100-question practice set weighted by domain percentage and review every missed item

  • Re-derive the five most error-prone calculations (solar fraction, expansion tank, flow rate, delta-T output, freeze point) from memory

  • Summarize each domain's key code references and safety limits on a single reference sheet

  • Identify remaining weak areas and schedule targeted review before exam day

Your checkpoint

A scored practice exam with a written error log and a one-page personal reference sheet

Milestones

Week 2: Can size a full system and justify freeze, backflow, and relief protection without notes

Week 4: Can complete a pressure test, glycol mix, and inspection-ready labeling on a bench loop

Week 6: Can diagnose a seeded fault and produce a commissioning report matching design within 15%

Week 8: Scores at least 80% on the weighted practice exam with a written error log