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NATE HVAC cheat sheet

NATE HVAC · Keep the key ideas within reach.

Quick reference

Core: Safety, Tools, Refrigeration and Electrical Fundamentals

  • Ohm's law: E = I × R; single-phase power P = E × I × power factor; 1 horsepower = 746 watts.

  • One ton of refrigeration = 12,000 Btu/h = 200 Btu/min.

  • Superheat = measured suction-line temperature minus the saturated suction temperature at the same measured pressure.

  • Subcooling = saturated condensing temperature minus the measured liquid-line temperature.

  • At a fixed pressure a pure refrigerant has exactly one saturation temperature; temperature glide appears only with zeotropic blends.

  • Pressure conversions: 1 psi = 2.31 ft of water = 27.7 in. wc; 1 in. wc = 0.036 psi.

  • Brazing requires a slow dry-nitrogen purge through the tubing; never pressure-test with oxygen and never use compressed air on a refrigerant circuit.

  • Discharge and verify capacitors with a resistor before touching terminals; lock out and tag out every power source before opening a panel.

  • Reference constants: 1 Btu raises 1 lb of water 1°F; standard air weighs about 0.075 lb/ft³.

Quick reference

Air Conditioning

  • Nominal sensible airflow is 400 cfm per ton; 350 cfm per ton favors latent removal in humid climates.

  • Sensible Btu/h = 1.08 × cfm × ΔT dry bulb.

  • Latent Btu/h = 0.68 × cfm × Δgrains; total Btu/h = 4.5 × cfm × Δenthalpy.

  • Fixed-orifice charging: match measured superheat to the manufacturer target chart, commonly 10–15°F.

  • TXV charging: set by subcooling, typically 8–12°F measured at the condensing unit.

  • Normal evaporator air temperature drop is 16–22°F; a drop below 14°F points to low airflow or an overcharge.

  • R-410A operates at roughly 50–60% higher pressures than R-22 and uses POE oil, which absorbs moisture rapidly.

  • Weighing in the nameplate charge is the only accurate method on fixed-orifice systems with short line sets.

Quick reference

Air Distribution

  • Standard air density is 0.075 lb/ft³; velocity V (fpm) = 4005 × √VP with VP in inches of water column.

  • Residential duct design commonly uses a friction rate of about 0.1 in. wc per 100 ft of equivalent length.

  • Typical velocities: supply trunk 600–900 fpm, branch 400–700 fpm, return 600–900 fpm.

  • Total external static pressure = supply static + return static, read at the plenum taps with a manometer.

  • A typical residential air handler budget is 0.5 in. wc total external static including filter and coil resistance.

  • Flex duct bends need a centerline radius of at least one duct diameter; limit sag to about ½ in. per foot of run.

  • Seal joints with mastic or UL 181 tape; duct leakage is measured in cfm25 with a duct blaster.

  • Diffuser selection uses throw, drop, and noise criteria; a ceiling diffuser mounted 8–10 ft high throws roughly 10–20 ft.

Quick reference

Gas Heating

  • Heating values: natural gas ≈ 1,030 Btu/ft³; propane vapor ≈ 2,500 Btu/ft³.

  • Clocking the meter: input Btu/h = (3600 ÷ seconds per ft³) × Btu per ft³.

  • Manifold pressure: natural gas 3.5 in. wc; LP 10–11 in. wc. Inlet supply: natural gas 5–7 in. wc; LP 11–13 in. wc.

  • Combustion air: 50 ft³ per 1,000 Btu input in unconfined space; 1 in² free area per 2,000 Btu with two grilles.

  • Temperature rise °F = output Btu/h ÷ (1.08 × cfm); it must land inside the nameplate range, often 35–65°F.

  • Category I appliances vent under negative pressure through metal pipe; Category IV condensing units vent under positive pressure through PVC.

  • Combustion targets: CO air-free below 100 ppm, ambient CO below 9 ppm, O2 roughly 5–9% on natural draft.

  • Hot-surface igniters read about 40–90 ohms cold; a cracked igniter reads open circuit.

  • A standing-pilot thermocouple produces roughly 25–30 mV open circuit and must hold the safety valve open at about 10 mV.

Quick reference

Heat Pump

  • Balance point is the outdoor temperature where heat pump capacity equals building heat loss; below it, auxiliary heat carries the remainder.

  • Auxiliary heat is staged by outdoor thermostat or control logic; emergency heat locks the compressor out entirely.

  • Defrost is initiated by time/temperature or on demand, and terminates on coil temperature near 50–70°F or on a time limit.

  • On most residential units the reversing valve solenoid is energized in heating and de-energized in cooling.

  • Charge a heat pump in cooling mode when outdoor ambient is above 60°F; use subcooling on TXV systems, superheat on fixed orifice.

  • COP = heat output (Btu) ÷ electrical input (Btu); HSPF2 is annual heating Btu divided by annual watt-hours.

  • Suction-line accumulators and crankcase heaters protect the compressor from liquid floodback and off-cycle migration.

  • A heat pump with equal suction and discharge pressures and no temperature split often has a stuck reversing valve or failed compressor valves.

Quick reference

Oil Heating

  • Number 2 heating oil ≈ 140,000 Btu/gal; a 1.00 gph nozzle at 100 psi fires about 140,000 Btu/h.

  • Nozzle flow scales with the square root of pressure: gph₂ = gph₁ × √(psi₂ ÷ psi₁).

  • Standard pump pressure is 100 psi; some retention-head burners specify 140 psi.

  • Typical electrode settings are a ⅛ in. gap, 1/16 in. ahead of and above the nozzle centerline - always follow the burner spec sheet.

  • Cad cell reads 400–1,000 ohms with flame; the primary control locks out above about 1,600 ohms after the trial for flame.

  • Targets: smoke 0 to a trace, overfire draft −0.02 to −0.04 in. wc, CO2 11–13% on retention-head burners.

  • Net stack temperature = gross stack temperature minus room temperature; a high net stack indicates a fouled heat exchanger.

  • Bleed the pump fully and replace the nozzle, oil filter, and pump strainer at every annual service.

  • One-pipe systems require a bypass or two-pipe conversion when tank lift exceeds the pump's rated vacuum capability.

Quick reference

Hydronics (Gas and Oil)

  • 1 gpm carries 500 Btu/h per °F of temperature drop (8.33 lb/gal × 60 min × 1 Btu/lb·°F).

  • gpm = Btu/h ÷ (500 × ΔT); a 100,000 Btu/h load at 20°F ΔT needs 10 gpm.

  • Residential boiler aquastat: 180°F operating with a 200°F high limit; relief valve typically set at 30 psi.

  • Cold fill pressure = 12 psi for one to two stories, plus 0.433 psi per foot of height above the boiler.

  • Diaphragm expansion tank air precharge equals the cold fill pressure and is checked with the system at zero pressure.

  • Finned-tube baseboard delivers roughly 550–600 Btu/h per linear foot at 180°F average water and 65°F room air.

  • Primary/secondary piping uses closely spaced tees no more than four pipe diameters apart to decouple the loops.

  • Air removal needs a scoop or separator on the boiler supply plus an automatic vent at the system high point.

  • Steam systems run below 1 psi; 1 psi of pressure lifts water about 28 in. up a riser.

Quick reference

Light Commercial Air Conditioning

  • Three-phase power: watts = volts × amps × 1.732 × power factor.

  • Reverse any two line leads to correct a three-phase compressor or blower spinning backward.

  • Economizers change over at 55–65°F dry bulb or on an enthalpy setpoint; verify minimum position and damper linkage.

  • Crankcase heaters must be energized 8–24 hours before compressor start to drive liquid out of the oil.

  • Belt drives: sheave alignment within 1/32 in. and about ½ in. belt deflection at mid-span for rated tension.

  • Cooling below roughly 55°F outdoor ambient requires fan cycling, head pressure control, or a low-ambient kit.

  • Condensate trap depth must equal 1 in. per inch of negative cabinet static plus 1 in. of reserve.

  • Rooftop units need a curb gasket, accessible filters, and a return-duct smoke detector where code requires it.

Quick reference

Commercial Refrigeration

  • TEV superheat at the evaporator outlet is typically 4–6°F; compressor superheat runs 20–40°F.

  • Evaporator TD (box temperature minus coil temperature) is 10–12°F for coolers and about 10°F for freezers.

  • Suction risers need 700–1,500 fpm to return oil; use double risers when load falls below minimum velocity.

  • Pump-down closes the liquid-line solenoid and pulls the low side to the low-pressure control setting before the compressor stops.

  • Head pressure controls - fan cycling, flooding valves, VFDs - maintain minimum condensing pressure in low ambient.

  • Safety groups: A1 low toxicity and no flame propagation; A2L low toxicity and mildly flammable; B1 higher toxicity.

  • With zeotropic blends, evaluate superheat at the dew point and subcooling at the bubble point because of glide.

  • Ammonia (R-717) is B2L: highly efficient but toxic, requiring detection and relief venting to atmosphere.

  • Liquid-line subcooling at the TEV inlet should be 5–15°F; flash gas causes low capacity and valve hunting.

Quick reference

Light Commercial Refrigeration

  • Reach-in cooler product space 35–38°F; freezers −10 to 0°F, with box temperature set by cold-control differential.

  • Capillary-tube systems are critically charged: charge by weight only and never add refrigerant to fix a partial frost pattern.

  • Freezer defrost terminates near 45–55°F coil temperature, then a fan delay holds fans off until the coil re-chills.

  • Anti-sweat and frame heaters add sensible load; verify their operation before condemning the refrigeration circuit.

  • On a receiver system the sight glass should be clear; bubbles indicate a shortage or flash gas, not always low charge.

  • Test door gaskets with a dollar-bill or tear test; a torn gasket causes frame frost and ice buildup.

  • Evaporator-outlet superheat on a reach-in is typically 6–10°F.

  • Ice machine low production is most often a dirty condenser or a restricted water filter, not a refrigerant fault.