PE Mechanical study materials
PE Mechanical study resources

PE Mechanical cheat sheet

PE Mechanical · Keep the key ideas within reach.

Quick reference

Basic Engineering Practice

  • 1 ton of refrigeration = 12,000 Btu/h = 200 Btu/min = 3.517 kW; 1 hp = 2,545 Btu/h = 0.746 kW; 1 kWh = 3,412 Btu.

  • Sensible air load: Qs = 1.08 x cfm x dT (Btu/h). Latent air load: QL = 4,840 x cfm x dW (W in lb/lb), or about 0.68 x cfm x dGrains.

  • Water circuits and coils: Q = 500 x gpm x dT (Btu/h), derived from 8.33 lb/gal x 60 min/h x cp = 1.0 Btu/lb-F.

  • Fan and pump affinity laws: flow proportional to speed, head or static pressure proportional to speed squared, power proportional to speed cubed; impeller-trim laws use diameter in place of speed.

  • Standard air at 70 F and sea level: density 0.075 lb/ft3, cp = 0.240 Btu/lb-F, specific volume 13.3 ft3/lb, gas constant R = 53.35 ft-lbf/lb-R.

  • Temperature conversion: F = 1.8(C) + 32; a 1 C difference equals a 1.8 F difference; absolute Rankine = F + 459.67.

  • Darcy-Weisbach: dP = f (L/D)(rho V^2/2); duct friction charts assume 0.075 lb/ft3 air and absolute roughness near 0.0003 to 0.001 ft for galvanized duct.

  • Frequently cited ASHRAE standards: 62.1 (ventilation), 90.1 (energy), 15 (refrigerating system safety), 55 (thermal comfort), 34 (refrigerant designation and safety classification).

Quick reference

Psychrometrics

  • Humidity ratio W = 0.622 x p_w / (P - p_w) lb water per lb dry air; sensible heating or cooling at constant pressure does not change W.

  • Moist air enthalpy h = 0.240T + W(1061 + 0.444T) Btu/lb dry air, with T as dry-bulb temperature in F.

  • Specific volume v = 0.3705 x T(R) x (1 + 1.6078W) / P(psia) ft3/lb dry air; moist-air density = (1 + W)/v.

  • Relative humidity = p_w / p_ws x 100% at the same dry bulb; dew point is the saturation temperature corresponding to the current humidity ratio.

  • For air-water vapor, thermodynamic wet-bulb temperature equals adiabatic saturation temperature; constant wet-bulb lines fall between constant-enthalpy and constant-W lines on the chart.

  • Coil relation: h_leaving = h_ADP + BF(h_entering - h_ADP); BF = (h_leaving - h_ADP)/(h_entering - h_ADP); contact factor = 1 - BF.

  • Sensible heat ratio SHR = Qs/(Qs + QL); the room process line slope on the chart is set by SHR and the supply-air condition lies on that line.

  • Chart orientation per ASHRAE: constant dry-bulb lines are vertical, constant humidity-ratio lines horizontal, and the saturation curve bounds the chart at upper left.

  • Air density correction: rho = 1.325 x P(in. Hg)/T(R) lb/ft3; capacity corrections run roughly 1% per 1,000 ft of altitude and about 1% per 10 F at fixed cfm.

Quick reference

Heating and Cooling Loads

  • Envelope conduction: Q = U x A x dT, with U = 1/R_total; R = thickness/k plus film resistances (about 0.17 inside and 0.68 outside, ft2-F-Btu/h).

  • CLTD/CLF method: Q = U x A x CLTD_corrected, with corrections for latitude and month, wall color, attic or duct location, and indoor design temperature.

  • Fenestration solar gain: Q = A x SHGC x incident solar irradiance; west glass peaks mid-to-late afternoon even though solar noon is earlier.

  • Thermal mass delays and attenuates conduction, so peak space load lags peak outdoor temperature; cooling load factors (CLF) account for storage, greatest for floors, roofs, and heavy walls.

  • Ventilation and infiltration: Qs = 1.08 x cfm x dT and QL = 4,840 x cfm x dW; minimum outdoor airflow is set by ASHRAE 62.1.

  • Internal gains: people about 250 Btu/h sensible and 200 Btu/h latent for light office work; lighting 3.412 Btu/h per watt; equipment from nameplate with a diversity factor.

  • Heating degree days: HDD = sum of (65 F - daily mean temperature) over the season; annual heating energy scales with 24 x HDD x UA divided by efficiency.

  • Design margins of roughly 5 to 10% are commonly applied to the block equipment load rather than added item by item to each room load.

Quick reference

Energy Recovery

  • Sensible effectiveness = (T_OA,in - T_OA,out)/(T_OA,in - T_EA,in), referenced to the airstream with the smaller capacity rate; total effectiveness uses enthalpy in place of temperature.

  • Latent effectiveness = (W_OA,in - W_OA,out)/(W_OA,in - W_EA,in); total effectiveness combines sensible and latent performance and governs enthalpy-wheel selection.

  • Counterflow and close-coupled arrangements yield higher effectiveness than parallel flow; rotary wheels typically achieve 50 to 80% total effectiveness.

  • Sensible-only devices (heat pipes, runaround coils, plate sensible exchangers) transfer no moisture and prevent cross-contamination between airstreams.

  • Enthalpy wheels transfer moisture and may carry trace contaminants; purge sections limit carryover, and frost forms when exhaust-side surface temperature drops below freezing.

  • Runaround coil loops circulate a glycol solution with a pump and three-way valve, and are used when supply and exhaust ducts are far apart.

  • ASHRAE 90.1 requires exhaust-air energy recovery above specified supply-airflow and outside-air-fraction thresholds, typically with a minimum of 50% enthalpy recovery effectiveness.

  • Energy recovery lowers coil loads but adds fan and wheel pressure drop; the resulting leaving-air condition must still be checked against the required supply condition.

Quick reference

HVAC Systems and Equipment

  • VAV systems modulate supply airflow at a fixed supply temperature; CAV systems hold constant airflow and vary supply temperature, reheat, or coil capacity.

  • Cooling tower range = entering water temperature - leaving water temperature; approach = leaving water temperature - entering wet-bulb temperature; smaller approach requires more fill and fan power.

  • Chiller efficiency conversions: kW/ton = 12/EER = 3.517/COP; COP = EER/3.412.

  • Duct velocity pressure VP = (V/4005)^2 in. w.g. for standard air; total pressure = static pressure + velocity pressure.

  • Equal-friction duct sizing holds a constant friction rate, commonly 0.08 to 0.10 in. w.g. per 100 ft; the static-regain method trades higher initial velocity for lower total pressure loss.

  • Air-side economizer is available when outside-air enthalpy (or dry bulb) is below the return-air value; it requires modulating dampers, changeover control, and fault-detection shutdown.

  • AHU coil face velocity is typically held to 400 to 500 fpm to prevent condensate carryover; rows, fin spacing, and bypass factor determine the achievable apparatus dew point.

  • Total fan static pressure must cover filters, coils, dampers, ductwork, and terminal boxes; selection uses a dirty-filter allowance because pressure drop rises as filters load.

  • Boiler combustion (stack) losses dominate efficiency; a 40 F reduction in stack temperature improves efficiency by roughly 1 percentage point.

Quick reference

Refrigeration

  • Vapor-compression cycle: isentropic compression, constant-pressure desuperheating and condensation, isenthalpic expansion, then constant-pressure evaporation.

  • COP = refrigeration effect / compressor work; Carnot COP = T_L/(T_H - T_L) with absolute temperatures, and real machines reach roughly 40 to 60% of Carnot.

  • Mass flow = capacity / refrigeration effect (Btu/lb); required compressor displacement = mass flow x suction specific volume.

  • Evaporator superheat protects the compressor from liquid slugging; condenser subcooling increases refrigeration effect and prevents flash gas at the expansion valve.

  • Zeotropic blends have temperature glide between bubble and dew points, which affects charging method, leak detection, and evaporator and condenser selection.

  • ASHRAE 34 safety groups: A1 indicates lower toxicity and no flame propagation; A2, A2L, A3, and B classes indicate flammability or higher toxicity.

  • Condensing temperature tracks the cooling medium: roughly 10 to 15 F above ambient for air-cooled units and 5 to 10 F above leaving condenser water for water-cooled units.

  • Compressor selection: reciprocating and scroll for small and medium capacities, screw for medium and large, centrifugal for large; surge is the low-flow limit of centrifugal machines.

Quick reference

Controls and Instrumentation

  • PID output = Kp(e) + Ki(integral of e dt) + Kd(de/dt); proportional acts on present error, integral removes offset, derivative damps the rate of change.

  • Proportional band (%) = 100/Kp; a narrow band gives fast response with possible cycling, a wide band gives stable control with larger offset.

  • Proportional-only control leaves a steady-state offset; integral action shifts the output until the error returns to zero.

  • Direct-acting controllers increase output as the measured variable rises; reverse-acting controllers decrease it. Valve and damper fail positions are set by actuator spring return.

  • Typical fail positions: heating valves and outdoor-air dampers fail closed, while cooling-coil valves and return dampers fail open to protect coils in freezing weather.

  • Sensor comparison: RTDs (platinum) are stable and near-linear; thermistors are more sensitive but nonlinear and range-limited; thermocouples span wide ranges with low output and need cold-junction compensation.

  • Accuracy is closeness to the true value; precision is repeatability. Transmitter error is usually stated as percent of span rather than percent of reading.

  • BACnet and Modbus are common building automation protocols; BACnet objects and services support scheduling, trending, and alarm and event reporting.

  • Static-pressure reset lowers the supply-fan setpoint as VAV boxes open, and supply-air-temperature reset raises discharge temperature at low load, both reducing fan and reheat energy.