NATE Hydronics Oil study materials
NATE Hydronics Oil study resources

NATE Hydronics Oil cheat sheet

NATE Hydronics Oil · Keep the key ideas within reach.

Quick reference

Hydronic Heating System Fundamentals

  • Sensible heat formula: BTUH = 500 × GPM × ΔT for water (500 = 8.33 lb/gal × 60 min/hr × 1.0 Btu/lb·°F); use 485 for 30% glycol and 450–460 for 50% glycol.

  • Water expands roughly 4% from 40°F to 212°F; system fill pressure must exceed the highest point's static head by 4 psi minimum at the top of the loop.

  • Static pressure rise: 0.433 psi per foot of water column; a 20 ft rise above the fill point adds 8.66 psi.

  • Design ΔT commonly 20°F for baseboard, 10–20°F for cast iron radiators, 30–40°F for high-output fin tube or snow melt; lower ΔT raises flow and pump head.

  • Heat loss by degree-day method: BTUH = U × A × ΔT; whole-house sizing commonly uses 1.4 × design heat loss for boiler pickup allowance.

  • Series loop: full flow through every emitter, lowest cost, highest temperature drop at last unit; one-pipe: emitters in parallel with diverter tees; two-pipe direct return: shortest path; two-pipe reverse return: balanced by equal pipe length.

  • Air is the most common hydronic complaint; air separators, automatic air vents at high points, and proper fill pressure prevent air binding and pump cavitation.

  • BTU content of No. 2 fuel oil ≈ 138,000–140,000 Btu/gal; 1 gallon of oil ≈ 1.4 therms of natural gas for rough comparison.

Quick reference

Oil Burner and Combustion Components

  • Theoretical (stoichiometric) air for No. 2 oil ≈ 14.4 lb air/lb oil; typical practice supplies 12–15% excess air, giving 5–8% CO2 or roughly 9–11% O2 in flue gas.

  • Smoke number 0–1 with a No. 2 oil flame is the target; smoke above trace indicates incomplete combustion, poor atomization, or low draft.

  • Net stack temperature = flue temperature − combustion air temperature; steady-state efficiency ≈ 100 − (net stack temp ÷ 15) − (smoke number × 2) for No. 2 oil (rough field rule).

  • Nozzle ratings are in GPH at 100 psi; flow varies with the square root of pressure, so a 1.00 GPH nozzle at 140 psi flows about 1.18 GPH.

  • Electrode gap typically 1/8 in (0.125 in) with tips 1/16–1/8 in ahead of the nozzle face; incorrect gap or position causes delayed ignition and puffback.

  • Draft: natural draft oil boilers commonly need −0.02 to −0.04 in. w.c. overfire; power burners often −0.02 in. w.c. or per manufacturer.

  • Components: fuel pump with cutoff solenoid, nozzle, electrodes, transformer (10,000–15,000 V), cad cell flame detector, primary control, blower wheel, and air shutter/bands.

  • Cad cell resistance: below ~400–600 ohms = flame present; above ~1,600 ohms = no flame; primary controls lock out on sustained high resistance.

Quick reference

Boilers, Controls, and Electrical

  • Aquastat settings: high limit typically 180–200°F, low limit (for tankless coils) 140–160°F with 10–20°F differential; circulator hold-off prevents cold-start condensation in oil-fired cast iron.

  • Oil primary control sequence: call for heat → blower and ignition → fuel valve opens → flame proven by cad cell → run; failure to prove flame within 15–45 s causes lockout.

  • Residential oil primary controls provide 15-second or 30-second lockout timing; manual reset is required after lockout on most modern primaries.

  • Circulator control options: aquastat switching, relay with end switch on zone valves, or outdoor reset; zone valve end switches must be rated for circulator load.

  • Low-water cutoff is required on steam boilers and on hot water boilers above 400,000 BTUH input or per code; probe-type and float-type are common.

  • Combustion air: oil appliances need roughly 50 cu ft per 1,000 BTUH input if the space is unconfined; confined spaces require two permanent openings sized per NFPA 31.

  • Flue gas CO2 and O2 are inverse: 0% O2 ≈ 15.4% CO2 theoretical for No. 2 oil; 6% CO2 corresponds to roughly 7% O2.

  • Limit circuit wiring: high limit and low-water cutoff are series safety devices; never bypass a safety in a control circuit.

Quick reference

Piping, Pumps, and Distribution

  • Copper baseboard output ≈ 550–600 BTUH per linear foot at 180°F average water temperature with 4 GPM; output drops roughly 1% per 1°F drop in average water temperature.

  • Pump head formula: head (ft) = friction loss (ft per 100 ft) × total equivalent length ÷ 100; add 2–4 ft for each fitting, valve, or boiler.

  • Flow rate formula: GPM = BTUH ÷ (500 × ΔT); a 60,000 BTUH zone with 20°F ΔT needs 6 GPM.

  • Primary/secondary piping decouples boiler flow from system flow; primary loop flow must exceed secondary loop flow to prevent temperature blending at the tees.

  • Zone valve sizing: size to the zone's design GPM, not pipe size; a 3/4 in zone valve typically handles 3.5–8 GPM depending on CV.

  • Expansion tank: acceptance volume must cover system water volume × expansion factor; diaphragm tanks are precharged to fill pressure, bladder tanks are not.

  • Air separation: use a spirovent or air scoop at the boiler supply where water is hottest and pressure lowest; install with at least 12–18 in of straight pipe upstream.

  • Pump curves: operating point is where the pump curve intersects the system curve; throttling a valve moves the operating point up the curve, reducing flow and raising head.

Quick reference

Installation, Service, and Troubleshooting

  • Combustion test order: draft first, then smoke, then CO2/O2, then stack temperature; adjust the air shutter for 0–1 smoke and target CO2, then recheck draft.

  • No heat with burner running: check circulator, air lock, zone valve, aquastat setting, and low-water cutoff before assuming burner fault.

  • Puffback on startup is usually delayed ignition from a worn electrode, wrong gap, dirty nozzle, or too much oil before ignition; inspect nozzle and electrodes first.

  • Short cycling causes: oversized boiler, aquastat differential too narrow, circulator hold-off, low water flow, or a faulty thermostat anticipator.

  • Oil pump pressure: 100 psi standard for residential; 140 psi raises flow ~18%; a vacuum gauge reading over 10 in. Hg indicates a restricted oil line or clogged filter.

  • Annual service items: replace nozzle and oil filter, clean heat exchanger and flue, check electrodes, test cad cell, verify draft and combustion, inspect expansion tank charge and relief valve.

  • Relief valve discharge must terminate 6–12 in. above the floor or to a safe drain; never cap, plug, or reduce the relief valve outlet.

  • Flue gas CO above 100 ppm air-free indicates a combustion problem; check for blocked flue, soot, or improper draft before leaving the job.

Quick reference

Installation, Service, and Troubleshooting

  • Before startup: verify boiler is level, relief valve piped, fill valve open, expansion tank precharged, circulators free, and all air purged from the system.

  • Purge air by opening the fill valve and a drain at the highest point until steady water flows; then bring system to 12–15 psi cold for a typical two-story residence.

  • Commissioning combustion: confirm draft, nozzle size and angle match the firing rate, set air for trace smoke, and record CO2, O2, stack temperature, and efficiency on a combustion report.

  • Oil line installation: use only approved oil lines, a filter at the tank, and a two-pipe system if the tank is below the burner or lift exceeds 8 ft with a single line.

  • Leak diagnosis on a hot water system: isolate zones with valves, watch the fill valve and pressure gauge; a continuous pressure rise indicates a domestic coil or tankless coil leak.

  • Thermostat and zone wiring: R to W for heat, R to G for fan; on a zone panel, end switches from zone valves must be wired in parallel to the circulator or boiler T-T.

  • Winter freeze protection: glycol systems need a higher fill pressure and a larger expansion tank because glycol expands more and has lower specific heat.

  • Final documentation: leave combustion test results, nozzle size, pump pressure, aquastat settings, and a service tag on the boiler for the next technician.

Quick reference

Installation, Service, and Troubleshooting

  • Before startup: verify boiler is level, relief valve piped, fill valve open, expansion tank precharged, circulators free, and all air purged from the system.

  • Purge air by opening the fill valve and a drain at the highest point until steady water flows; then bring system to 12–15 psi cold for a typical two-story residence.

  • Commissioning combustion: confirm draft, nozzle size and angle match the firing rate, set air for trace smoke, and record CO2, O2, stack temperature, and efficiency on a combustion report.

  • Oil line installation: use only approved oil lines, a filter at the tank, and a two-pipe system if the tank is below the burner or lift exceeds 8 ft with a single line.

  • Leak diagnosis on a hot water system: isolate zones with valves, watch the fill valve and pressure gauge; a continuous pressure rise indicates a domestic coil or tankless coil leak.

  • Thermostat and zone wiring: R to W for heat, R to G for fan; on a zone panel, end switches from zone valves must be wired in parallel to the circulator or boiler T-T.

  • Winter freeze protection: glycol systems need a higher fill pressure and a larger expansion tank because glycol expands more and has lower specific heat.

  • Final documentation: leave combustion test results, nozzle size, pump pressure, aquastat settings, and a service tag on the boiler for the next technician.