NATE AC Installation study materials
NATE AC Installation study resources

NATE AC Installation cheat sheet

NATE AC Installation · Keep the key ideas within reach.

Quick reference

Operating Conditions

  • Standard ARI cooling rating conditions are 80°F dry bulb / 67°F wet bulb indoors and 95°F dry bulb outdoors.

  • Nominal airflow is 400 cfm per ton; the acceptable range is about 350–450 cfm per ton, and airflow below 350 cfm/ton risks coil icing.

  • Evaporator temperature split is 16–22°F at design conditions; a split below 14°F indicates low airflow, low charge, or a dirty coil.

  • Fixed-orifice superheat target is 8–12°F at 95°F outdoor and 80/67°F indoor; TXV subcooling target is 8–12°F unless the nameplate states otherwise.

  • Superheat equals suction line temperature minus suction saturation temperature; subcooling equals liquid saturation temperature minus liquid line temperature.

  • Heat pump balance point is the outdoor temperature where capacity equals building load; below it, auxiliary heat runs.

  • Standard residential air conditioners need a low-ambient kit below roughly 55–60°F outdoor; heat pumps typically operate to 0°F with declining capacity.

  • Wet-bulb temperature sets latent load; a high indoor wet bulb increases moisture removal and reduces sensible capacity.

  • Altitude reduces air density, so the same cfm carries less mass and capacity falls; use manufacturer altitude corrections.

Quick reference

System Components

  • A TXV senses suction line temperature at the evaporator outlet and modulates flow to hold superheat; a fixed orifice relies on charge and indoor/outdoor conditions.

  • Filter drier arrow points in the direction of refrigerant flow; heat pumps require a bi-flow drier.

  • Suction and vapor lines are insulated; liquid lines are not, except where condensation control is needed.

  • A condensate trap must be deeper than the blower's negative static pressure, typically 2–4 in. wc, and must be primed.

  • A reversing valve changes the refrigerant path to swap the indoor and outdoor coils' roles.

  • A crankcase heater prevents refrigerant migration into oil during the off cycle.

  • An accumulator on the suction line holds liquid refrigerant and protects the compressor from slugging.

  • Line-set sizing trades pressure drop against refrigerant velocity; excessive suction-line pressure drop lowers capacity and superheat.

  • Service valves must be fully back-seated or front-seated as required, and Schrader cores must be in place before evacuation.

Quick reference

Air Quality

  • ASHRAE 62.2 whole-house ventilation: Q = 0.03A + 7.5(N+1) cfm, with A in square feet and N bedrooms.

  • MERV 8 is typical residential filtration; MERV 13 captures finer particles but adds static pressure and must be within blower capacity.

  • Return air cannot be drawn from bathrooms, kitchens, garages, or combustion-appliance rooms.

  • Indoor relative humidity target is 30–50%; above 60% supports mold and dust mite growth.

  • CO thresholds are 9 ppm for 8 hours and 35 ppm for 1 hour; combustion appliances must be vented and tested.

  • A clean filter typically drops 0.1–0.2 in. wc; a dirty filter raises pressure drop and reduces airflow.

  • Duct leakage in unconditioned space wastes capacity and can draw humid or contaminated air into the system.

  • Condensate pans must drain fully and be sloped; standing water supports biological growth.

  • Fresh-air intakes need a filter and a means to temper or dehumidify air in humid climates.

Quick reference

Electrical

  • Ohm's law: E = I × R; power: P = E × I; these apply to 24-V control and line-voltage circuits.

  • Run capacitors are typically good within ±6% to ±10% of rated microfarads; a bulged capacitor is replaced.

  • Thermostat terminals: R = 24-V power, Y = compressor, G = fan, W = heat, O/B = reversing valve, C = common.

  • The disconnect must be within sight of and no more than 50 ft from the equipment.

  • MCA is minimum circuit ampacity; MOP is maximum overcurrent protection; the breaker must not exceed the nameplate MOP.

  • Compressor winding resistances should balance within about 10%; a very low or open winding indicates failure.

  • A contactor coil is energized by the thermostat; pitted contacts cause voltage drop and compressor overheating.

  • Low-voltage control circuits are 24 V; a shorted or open safety switch prevents the contactor from pulling in.

  • Grounding and bonding are required for the equipment, conduit, and refrigerant lines per local code.

Quick reference

System Diagnostics and Performance

  • Sensible Btu/h = 1.08 × cfm × ΔT; total Btu/h = 4.5 × cfm × Δh.

  • TESP is supply static plus return static; residential blowers are typically rated near 0.5 in. wc.

  • Evacuate to below 500 microns and hold with the pump isolated; a rising reading indicates a leak or moisture.

  • Pressure-test with dry nitrogen at 150–300 psi for residential systems; never use oxygen or refrigerant.

  • Low superheat with high suction pressure suggests overcharge; high superheat suggests undercharge or a restriction.

  • High subcooling suggests overcharge or a liquid-line restriction; low subcooling suggests undercharge.

  • Amp draw above nameplate RLA indicates high load, low voltage, or a failing compressor; below RLA can indicate low charge.

  • A temperature split below 16°F combined with low suction pressure indicates low charge or low airflow.

  • Recovery must remove refrigerant before opening the system; venting is prohibited.