Carrier 38YSA Instruction manual

38YSA
Split-System Heat Pump
Visit www.carrier.com
Installation and Start-Up Instructions
NOTE: Read the entire instruction manual before starting the
installation.
This symbol → indicates a change since the last issue.
SAFETY CONSIDERATIONS
Improper installation, adjustment, alteration, service, maintenance,
or use can cause explosion, fire, electrical shock, or other
conditions which may cause death, personal injury, or property
damage. Consult a qualified installer, service agency, or your
distributor or branch for information or assistance. The qualified
installer or agency must use factory-authorized kits or accessories
when modifying this product. Refer to the individual instructions
packaged with the kits or accessories when installing.
Follow all safety codes. Wear safety glasses, protective clothing,
and work gloves. Use quenching cloth for brazing operations.
Have fire extinguisher available. Read these instructions thoroughly and follow all warnings or cautions included in literature
and attached to the unit. Consult local building codes and National
Electrical Code (NEC) for special requirements.
Recognize safety information. This is the safety-alert symbol
.
When you see this symbol on the unit and in instructions or
manuals, be alert to the potential for personal injury.
Understand the signal words DANGER, WARNING, and CAUTION. These words are used with the safety-alert symbol. DANGER identifies the most serious hazards which will result in severe
personal injury or death. WARNING signifies hazards which
could result in personal injury or death. CAUTION is used to
identify unsafe practices which would result in minor personal
injury or product and property damage. NOTE is used to highlight
suggestions which will result in enhanced installtion, reliability, or
operation.
A98516
Fig. 1—Model 38YSA
6. Avoid direct tubing contact with water pipes, duct work, floor
joists, wall studs, floors, and walls.
7. Do not suspend refrigerant tubing from joists and studs with a
rigid wire or strap which comes in direct contact with tubing.
(See Fig. 2.)
8. Ensure that tubing insulation is pliable and completely surrounds vapor tube.
9. When necessary, use hanger straps which are 1 in. wide and
conform to shape of tubing insulation. (See Fig. 2.)
10. Isolate hanger straps from insulation by using metal sleeves
bent to conform to shape of insulation.
Before installing, modifying, or servicing system, main electrical disconnect switch must be in the OFF position. There
may be more than 1 disconnect switch. Lock out and tag
switch with a suitable warning label. Electrical shock can
cause personal injury or death.
INSTALLATION RECOMMENDATIONS
NOTE: In some cases noise in the living area has been traced to
gas pulsations from improper installation of equipment.
1. Locate unit away from windows, patios, decks, etc. where unit
operation sounds may disturb customer.
2. Ensure that vapor and liquid tube diameters are appropriate to
capacity of unit.
When outdoor unit is connected to factory-approved indoor unit,
outdoor unit contains system refrigerant charge for operation with
indoor unit of the same size when connected by 15 ft of
field-supplied or factory accessory tubing. For proper unit operation, check refrigerant charge using charging information located
on control box cover.
IMPORTANT: Maximum liquid-line size is 3/8-in. O.D. for all
residential applications including long line.
IMPORTANT: Always install a liquid-line filter drier. Refer to
Product Data Digest for appropriate part number. Obtain filter
drier from service parts or your distributor or branch.
INSTALLATION
3. Run refrigerant tubes as directly as possible by avoiding
unnecessary turns and bends.
Step 1—Check Equipment and Job Site
4. Leave some slack between structure and unit to absorb
vibration.
UNPACK UNIT
5. When passing refrigerant tubes through the wall, seal opening
with RTV or other pliable silicon-based caulk. (See Fig. 2.)
Move to final location. Remove carton taking care not to damage
unit.
Manufacturer reserves the right to discontinue, or change at any time, specifications or designs without notice and without incurring obligations.
Book 1 4
PC 101
Catalog No. 533-80022
Printed in U.S.A.
Form 38YSA-4SI
Pg 1
02-02
Replaces: 38YSA3SI
Tab 5a 5a
3/8-IN. DIA TIEDOWN
KNOCKOUTS IN BASEPAN
(2) PLACES
NOTE: Avoid contact between tubing and structure
OUTDOOR WALL
INDOOR WALL
CAULK
LIQUID TUBE
C
L
A
VAPOR TUBE
B
INSULATION
THROUGH THE WALL
JOIST
HANGER STRAP
(AROUND VAPOR
TUBE ONLY)
8 3/16 ″
VIEW FROM TOP
INSULATION
VAPOR TUBE
A97548
Dimensions (In.)
UNIT
SIZE
1″ MIN.
024–042
048
LIQUID TUBE
SUSPENSION
MINIMUM MOUNTING
PAD DIMENSIONS
Support
Snow
Feet
Stand
26 X 32
31 X 35
34 X 42
36 X 46
TIEDOWN KNOCKOUT
LOCATIONS
A
B
4
5-5/16
9-3/4
11-13/16
Fig. 3—Mounting Unit to Pad
A94028
Step 4—Operating Ambients
Fig. 2—Connecting Tubing Installation
The minimum outdoor operating ambient in cooling mode is 55°F,
and the maximum outdoor operating ambient in cooling mode is
125°F. The maximum outdoor operating ambient in heating mode
is 66°F.
INSPECT EQUIPMENT
File claim with shipping company prior to installation if shipment
is damaged or incomplete. Locate unit rating plate on unit corner
panel. It contains information needed to properly install unit.
Check rating plate to be sure unit matches job specifications.
Step 5—Elevate Unit
Step 2—Install on a Solid, Level Mounting Pad
Accumulation of water and ice in base pan may cause
equipment damage.
If conditions or local codes require the unit be attached to pad, tie
down bolts should be used and fastened through knockouts
provided in unit base pan. Refer to unit mounting pattern in Fig. 3
to determine base pan size and knockout hole location.
Elevate unit per local climate and code requirements to provide
clearance above estimated snowfall level and ensure adequate
drainage of unit. Fig. 4 shows unit with accessory support feet
installed. Use accessory snow stand in areas where prolonged
freezing temperatures are encountered. Refer to separate Installation Instructions packaged with accessories.
On rooftop applications, mount on level platform or frame 6 in.
above roof surface.. Place unit above a load-bearing wall and
isolate unit and tubing set from structure. Arrange supporting
members to adequately support unit and minimize transmission of
vibration to building. Consult local codes governing rooftop
applications.
Roof mounted units exposed to winds above 5 mph may require
wind baffles to achieve adequate defrost. Consult Low-Ambient
Guideline for wind baffle construction.
NOTE: Unit must be level to within ± 2° (± 3/8 in./ft) per
compressor manufacturer specifications.
Step 3—Clearance Requirements
When installing, allow sufficient space for airflow clearance,
wiring, refrigerant piping, and service. Allow 30-in. clearance to
service end of unit and 48 in. above unit. For proper airflow, a 6-in.
clearance on 1 side of unit and 12 in. on all remaining sides must
be maintained. Maintain a distance of 24 in. between units.
Position so water, snow, or ice from roof or eaves cannot fall
directly on unit.
A98533
On rooftop applications, locate unit at least 6 in. above roof
surface.
Fig. 4—Accessory Support Feet
2
Step 6—Thermostatic Expansion Valve
FEEDER TUBE
STUB TUBE
For proper unit operation and reliability, units must be
installed with field-supplied hard shutoff TXV. Do not install
with evaporator coils having capillary tube metering devices
or pistons.
Due to system design, this unit must be installed with a
factory-listed indoor section. Non-approved coils could cause
performance and reliability problems. Refer to pre-sale literature for approved indoor sections.
DEFROST
THERMOSTAT
A97517
The outdoor section is factory equipped with a hard shut-off TXV
for metering refrigerant during heating mode. See Fig. 5 and 6 for
location of TXV and sensing bulb. This heat pump must be
matched with an approved indoor fan coil equipped with a hard
shut-off TXV. See Product Data literature for approved indoor
units.
Fig. 7—Defrost Thermostat Location
If ANY refrigerant tubing is buried, provide a 6 in. vertical
rise at service valve. Refrigerant tubing lengths up to 36 in.
may be buried without further special consideration. For
lengths above 36 in., consult your local distributor.
Step 7—Check Defrost Thermostat
Check defrost thermostat to ensure it is properly located and
securely attached. There is a liquid header with a brass distributor
and feeder tube going into outdoor coil. At the end of 1 of the
feeder tubes, there is a 3/8-in. O.D. stub tube approximately 3 in.
long. (See Fig. 7.) The defrost thermostat should be located on stub
tube. Note that there is only 1 stub tube used with liquid header,
and on most units it is the bottom circuit.
To prevent damage to unit or service valves observe the
following:
• Use a brazing shield.
• Wrap service valves with wet cloth or use a heat sink
material.
Step 8—Make Piping Connections
Outdoor units may be connected to indoor section using accessory
tubing package or field-supplied refrigerant grade tubing of correct
size and condition. For tubing requirements beyond 50 ft, substantial capacity and performance losses can occur. Following the
recommendations in the Residential Split System Long-Line
Application Guideline will reduce these losses. Refer to Table 1
for field tubing equivalent line length. Refer to Table 2 for
accessory requirements.
Relieve pressure and recover all refrigerant before system
repair or final unit disposal to avoid personal injury or death.
Use all service ports and open all flow-control devices,
including solenoid valves.
SENSING BULB
DISCHARGE
MUFFLER
10 O'CLOCK
2 O'CLOCK
SENSING BULB
STRAP
SUCTION TUBE
8 O'CLOCK
7⁄8
IN. OD & SMALLER
4 O'CLOCK
LARGER THAN
7⁄8
IN. OD
STRAINER
TXV
A81032
A96433
Fig. 5—Positioning of Sensing Bulb
Fig. 6—TXV Location on Outdoor Section
3
Table 1—Refrigerant Connections and Recommended Liquid and Vapor Tube Diameters (In.)
UNIT
SIZE
024
030, 036
042, 048
LIQUID
Connection Diameter
Tube Diameter
3/8
3/8
3/8
3/8
3/8
3/8
VAPOR
Connection Diameter
Tube Diameter
5/8
5/8
3/4
3/4
7/8
7/8
VAPOR (LONG LINE)
Connection Diameter
Tube Diameter
5/8
3/4
3/4
7/8
7/8
7/8
NOTES:
1. Tube diameters are for lengths up to 50 ft. For tubing lengths greater than 50 ft, consult Residential Split System Long-Line Application Guideline.
2. Do not apply capillary tube indoor coils to these units.
IMPORTANT: Check to be certain factory tubing on both indoor
and outdoor unit has not shifted during shipment. Ensure tubes are
not rubbing against each other or any sheet metal. Pay close
attention to feeder tubes, making sure wire ties on feeder tubes are
secure and tight.
Step 9—Make Electrical Connections
For buried-line applications greater than 36 in., consult your local
distributor.
If refrigerant tubes or indoor coil are exposed to atmosphere, they
must be evacuated to 500 microns to eliminate contamination and
moisture in the system.
OUTDOOR UNIT CONNECTED TO FACTORY-APPROVED
INDOOR UNIT
Outdoor unit contains correct system refrigerant charge for operation with indoor unit of same size when connected by 15 ft of
field-supplied or factory-accessory tubing. Check refrigerant
charge for maximum efficiency.
To avoid personal injury or death, do not supply power to unit
with compressor terminal box cover removed.
Be sure field wiring complies with local and national fire, safety,
and electrical codes, and voltage to system is within limits shown
on unit rating plate. Contact local power company for correction of
improper voltage. See unit rating plate for recommended circuit
protection device.
NOTE: Operation of unit on improper line voltage constitutes
abuse and could affect unit reliability. See unit rating plate. Do not
install unit in system where voltage may fluctuate above or below
permissible limits.
NOTE: Use copper wire only between disconnect switch and
unit.
NOTE: Install branch circuit disconnect of adequate size per
NEC to handle unit starting current. Locate disconnect within sight
from and readily accessible from unit, per Section 440-14 of NEC.
ROUTE GROUND AND POWER WIRES
Remove access panel and control box cover to gain access to unit
wiring. Extend wires from disconnect through power wiring hole
provided and into unit control box.
REFRIGERANT TUBING
Connect tubing to fittings on outdoor unit vapor and liquid service
valves. (See Table 1.) Use refrigerant grade tubing.
SWEAT CONNECTION
To avoid valve damage while brazing, service valves must be
wrapped in a heat-sinking material such as a wet cloth.
Service valves are closed from factory and ready for brazing. After
wrapping service valve with a wet cloth, tubing set can be brazed
to service valve using either silver bearing or non-silver bearing
brazing material. Consult local code requirements. Refrigerant
tubing and indoor coil are now ready for leak testing. This check
should include all field and factory joints.
Table 2—Accessory Usage
ACCESSORY
Crankcase Heater
Evaporator Freeze Thermostat
Accumulator
Compressor Start Assist
Capacitor and Relay
MotorMaster® Control,
or
Low-Ambient Pressure Switch
Wind Baffle
Support Feet
Liquid-Line Solenoid Valve
or
Hard Shutoff TXV
Ball Bearing Fan Motor
REQUIRED FOR
LOW-AMBIENT
APPLICATIONS
(BELOW 55°F)
Yes
Yes
No
REQUIRED FOR
LONG-LINE
APPLICATIONS*
(OVER 50 FT)
Yes
No
No
Yes
Yes
Yes
No
See Low-Ambient Instructions
Recommended
No
No
See Long-Line
Application
Guideline
No
No
Yes‡
* For tubing line sets between 50 and 175 ft, refer to Residential Split System Long-Line Application Guideline.
‡ Required for Low-Ambient Controller (full modulation feature) and MotorMaster Control only.
4
Step 12—Start-Up
The unit cabinet must have an uninterrupted or unbroken
ground to minimize personal injury if an electrical fault
should occur. The ground may consist of electrical wire or
metal conduit when installed in accordance with existing
electrical codes. Failure to follow this warning can result in an
electric shock, fire, or death.
To prevent compressor damage or personal injury, observe
the following:
• Do not overcharge system with refrigerant.
• Do not operate unit in a vacuum or at negative pressure.
• Do not disable low-pressure switch.
In scroll compressor applications:
• Dome temperatures may be hot.
CONNECT GROUND AND POWER WIRES
Connect ground wire to ground connection in control box for
safety. Connect power wiring to contactor as shown in Fig.8.
DISCONNECT
PER N. E. C. AND/OR
LOCAL CODES
To prevent personal injury wear safety glasses, protective
clothing, and gloves when handling refrigerant and observe
the following:
• Back seating service valves are not equipped with Schrader
valves. Fully back seat (counter clockwise) valve stem before
removing gage port cap.
CONTACTOR
FIELD POWER
WIRING
FIELD GROUND
WIRING
Do not vent refrigerant to atmosphere. Recover during system
repair or final unit disposal.
GROUND
LUG
A91056
Follow these steps to properly pumpdown a system and avoid
negative suction pressure.
Fig. 8—Line Power Connections
CONNECT CONTROL WIRING
Route 24-v control wires through control wiring grommet and
connect leads to control wiring. (See Fig. 9-13.)
Use No. 18 AWG color-coded, insulated (35°C minimum) wire. If
thermostat is located more than 10 ft from unit, as measured along
the control voltage wires, use No. 16 AWG color-coded wire to
avoid excessive voltage drop.
All wiring must be NEC Class 1 and must be separated from
incoming power leads.
Use furnace transformer, fan coil transformer, or accessory transformer for control power, 24-v/40-va minimum.
NOTE: Use of available 24-v accessories may exceed the minimum 40-va power requirement. Determine total transformer loading and increase the transformer capacity or split the load with an
accessory transformer as required.
IMPORTANT: Check factory wiring and wire connections to
ensure terminations are secured properly. Check wire routing to
ensure wires are not in contact with tubing, sheet metal, etc.
Step 10—Compressor Crankcase Heater
When equipped with a crankcase heater, furnish power to heater a
minimum of 24 hr before starting unit. To furnish power to heater
only, set thermostat to OFF and close electrical disconnect to
outdoor unit.
A crankcase heater is required if refrigerant tubing is longer than
50 ft.
Step 11—Install Electrical Accessories
Refer to the individual instructions packaged with kits or accessories when installing.
1. Fully back seat (open) liquid and vapor tube service valves.
2. Unit is shipped with valve stem(s) front seated (closed) and
caps installed. Replace stem caps after system is opened to
refrigerant flow. Replace caps finger-tight and tighten with
wrench an additional 1/12 turn. Use a backup wrench on valve
body flats to prevent distortion of sheet metal.
3. Close electrical disconnects to energize system.
4. Set room thermostat to desired temperature. Be sure set point
is below indoor ambient temperature.
5. Set room thermostat to HEAT or COOL and fan control to ON
or AUTO mode, as desired. Operate unit for 15 minutes.
Check system refrigerant charge.
SEQUENCE OF OPERATION
NOTE: Defrost control board is equipped with 5-minute lockout
timer which may be initiated upon any interruption of power.
With power supplied to indoor and outdoor units, transformer is
energized.
Cooling
On a call for cooling, thermostat makes circuits R-O, R-Y, and
R-G. Circuit R-O energizes reversing valve, switching it to cooling
position. Circuit R-Y energizes contactor, starting outdoor fan
motor and compressor circuit. R-G energizes indoor unit blower
relay, starting indoor blower motor on high speed.
When thermostat is satisfied, its contacts open, de-energizing the
contactor and blower relay. Compressor and motors should stop.
NOTE: If indoor unit is equipped with a time-delay relay circuit,
the blower runs an additional 90 sec to increase system efficiency.
Heating
On a call for heating, thermostat makes circuits R-Y and R-G.
Circuit R-Y energizes contactor, starting outdoor fan motor and
compressor. Circuit R-G energizes indoor blower relay, starting
blower motor on high speed.
Should temperature continue to fall, R-W2 is made through
second-stage room thermostat bulb. Circuit R-W2 energizes a
sequencer, bringing on first bank of supplemental electric heat and
5
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
HEAT STAGE 2
COOL/HEAT
STAGE 1
HEAT
PUMP
R
R
R
G
G
W/W1
W2 *
24 VAC HOT
INDOOR FAN
FA, FB, FC,
FD, FF, FH
FAN COIL
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
24 VAC HOT
R
INDOOR FAN
G
FA, FB, FC, FD, FF, FH
FAN COIL
ONE
OUTDOOR
THERMOSTAT
HEAT
PUMP
W3
R
R
G
E
Y/Y2
HEAT STAGE 2 W/W1
W2
W2
*
W3 *
COOL/HEAT
STAGE 1
Y/Y2
RVS COOLING
O/W2
NOT USED
Y1/W2
ODT
W2
E
RVS COOLING
O/W2
Y
NOT USED
Y1/W2
O
Y
O
24 VAC COM
C
NOT USED
B
TROUBLE
L
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
C
C
* IF AVAILABLE
24 VAC COM
C
NOT USED
B
TROUBLE
L
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
S1
S2
C
C
S1
S2
A97534
NOTE: Remove wires from crimp nut in indoor fan coil
when installing outdoor thermostat.
IMPORTANT: When using outdoor thermostat, W2 must be
energized when requesting supplemental heat.
A97535
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
FA, FB, FC,
FD, FF, FH
FAN COIL
EHR
INDOOR FAN
R
TWO
OUTDOOR
THERMOSTATS
ODT
W3
R
24 VAC HOT
HEAT
PUMP
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
R
G
40FKA
FK4C
FAN COIL
HEAT
PUMP
G
HEAT STAGE 2
W/W1
W2
COOL/HEAT
STAGE 1
W2
24 VAC HOT
R
INDOOR FAN
G
Y/Y2
RVS COOLING
NOT USED
Y
NOT USED
B
TROUBLE
L
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
G
W/W1
COOL/HEAT
STAGE 1
Y/Y2
RVS COOLING
O/W2
Y/Y2
Y
NOT USED
Y1/W2
O
O
24 VAC COM
C
C
C
NOT USED
B
Y1
TROUBLE
L
W2
W1
ODT
EHR
C
R
HEAT STAGE 2
O
E
C
J1 JUMPER
R
O/W2
EHR
Y1/W2
24 VAC COM
DH
C
S1
W2
J2 JUMPER
S2
NOTE: Remove wires from crimp nut in indoor fan coil
when installing outdoor thermostats.
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
IMPORTANT: When using outdoor thermostats, W2 must be
energized when requesting supplemental heat.
S1
S2
A97536
A98629
Fig. 9—Typical 24-v Circuit Connections using Carrier Model HP Thermostat with Fan Coils
and No Outdoor Thermostat, 1 Outdoor Thermostat, or 2 Outdoor Thermostats
6
FA, FB, FC,
FD, FF, FH
FAN COIL
OTHER
HP THERMOSTAT
24 VAC HOT
R
R
R
24 VAC COM
C
C
C
HEAT STAGE 2
W2 *
W2
COOL/HEAT
STAGE 1
Y
INDOOR FAN
G
E
O
EMERGENCY
HEAT
E
FA, FB, FC,
FD, FF, FH
FAN COIL
HEAT
PUMP
ONE
OUTDOOR
THERMOSTAT
ODT
W3
W2
*
Y
W3 *
RVS COOLING
OTHER
HP THERMOSTAT
HEAT
PUMP
24 VAC HOT
R
24 VAC COM
C
HEAT STAGE 2
W2
COOL/HEAT
STAGE 1
Y
INDOOR FAN
G
R
R
C
C
W2
W2
E
G
Y
G
O
* IF AVAILABLE
RVS COOLING
O
EMERGENCY
HEAT
E
O
NOTE: Remove wires from crimp nut in indoor fan coil
when installing outdoor thermostat.
A97374
IMPORTANT: When using outdoor thermostat, W2 must be
energized when requesting supplemental heat.
24 VAC HOT
R
24 VAC COM
C
W3
EHR
HEAT STAGE 2
TWO
OUTDOOR
HEAT
PUMP THERMOSTATS
FA, FB, FC,
FD, FF, FH
FAN COIL
OTHER
HP THERMOSTAT
R
R
C
C
Y
INDOOR FAN
G
24 VAC HOT
R
24 VAC COM
C
W2
Y
E
DH
*
ODT
R
R
C
C
W1
COOL/HEAT
STAGE 1
Y
INDOOR FAN
G
O
HEAT
PUMP
J1 JUMPER
W2
HEAT STAGE 2
EHR
40FKA
FK4C
FAN COIL
OTHER
HP THERMOSTAT
W2
COOL/HEAT
STAGE 1
EMERGENCY
HEAT
ODT
*
W2 *
RVS COOLING
A97403
W2
J2 JUMPER
W2
G
Y/Y2
Y
E
G
O
EHR
RVS COOLING
O
* IF AVAILABLE
O
O
Y1
NOTE: Remove wires from crimp nut in indoor fan coil
when installing outdoor thermostats.
EMERGENCY
HEAT
IMPORTANT: When using outdoor thermostats, W2 must be
energized when requesting supplemental heat.
E
A98630
A97404
Fig. 10—Typical 24-v Circuit Connections using Other HP Thermostats with Fan Coils and
No Outdoor Thermostat, 1 Outdoor Thermostat, or 2 Outdoor Thermostats
7
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
FA, FB, FC, FH
FAN COIL WITH
SMART HEAT
HEAT
PUMP
ONE
FA, FB, FC, FH
HEAT
FAN COIL WITH OUTDOOR
SMART HEAT THERMOSTAT PUMP
24 VAC HOT
R
R
R
INDOOR FAN
G
C
C
HEAT STAGE 2
W/W1
Y
COOL/HEAT
STAGE 1
Y/Y2
G
24 VAC HOT
R
R
R
INDOOR FAN
G
C
C
HEAT STAGE 2
W/W1
Y
RVS COOLING
O/W2
O
COOL/HEAT
STAGE 1
Y/Y2
G
NOT USED
Y1/W2
W2D
O
O
Y1/W2
W2D
W2
24 VAC COM
C
W2T
NOT USED
B
W3
TROUBLE
L
Y0
RVS COOLING
NOT USED
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
O/W2
O
W2
CUT
JW1
24 VAC COM
C
W2T
NOT USED
B
W3
TROUBLE
L
Y0
ODT
JW1
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
Y
Y
S1
S2
S1
A97542
S2
40FKA
FK4C
FAN COIL
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL 2S
A97541
HEAT
PUMP
DH
J1 JUMPER
CARRIER
PROGRAMMABLE
THERMOSTAT
MODEL HP
24 VAC HOT
R
INDOOR FAN
G
FA, FB, FC, FH
FAN COIL WITH
HEAT
SMART HEAT
PUMP
SUPPLEMENTAL
HEATING
RELAY
R
R
C
C
SHR
HEAT STAGE 2
W/W1
Y
COOL/HEAT
STAGE 1
Y/Y2
G
RVS COOLING
O/W2
O
NOT USED
Y1/W2
W2D
O
W2
CUT
JW1
24 VAC COM
C
W2T
NOT USED
B
W3
TROUBLE
L
Y0
OPTIONAL
OUTDOOR
SENSOR
CONNECTION
SHR
ODT
R
R
FAN
G
G
COOL/HEAT
STAGE 1
Y/Y2
Y/Y2
HEAT STAGE 2
W/W1
W1
HEAT STAGE 3
Y1/W2
W2
W2
RVS COOLING
O/W2
O
O
24 VAC COMM
C
C
C
RVS HEATING
B
Y1
TROUBLE
L
OUTDOOR
SENSOR
CONNECTION
Y
R
24 VAC HOT
Y
REMOVE
J2 JUMPER
FOR HEAT
STAGING
S1
S2
S1
Intelligent Sequencing Application: Model 2S thermostat with
switch C OFF and switch D ON uses single-speed heat pump,
FK4 or 40FKA fan coil with selected 2:1 size ratio heaters. Provides 3
stages of auxiliary heat for even heating comfort via W/W1
and Y1/W2. Refer to FK4 or 40FKA Installation Instructions.
S2
A97543
A98631
Fig. 11—Typical 24-v Circuit Connections using Carrier Model HP Thermostat with Smart Heat and
No Outdoor Thermostat, 1 Outdoor Thermostat, or 2 Outdoor Thermostats and
Carrier Model 2S Thermostat with FK4C Fan Coil and Intelligent Staging
8
OTHER
HP THERMOSTAT
24 VAC HOT
24 VAC COM
R
C
COOL/HEAT
STAGE 1
Y
INDOOR FAN
G
RVS COOLING
EMERGENCY
HEAT
OTHER
HP THERMOSTAT
FA, FB, FC, FH
FAN COIL
SMART HEAT
R
R
C
C
24 VAC HOT
R
R
R
24 VAC COM
C
C
C
COOL/HEAT
STAGE 1
Y
Y
INDOOR FAN
G
G
RVS COOLING
O
O
EMERGENCY
HEAT
E
W2D
Y
G
O
E
W2D
W2
W2
W2T
HEAT STAGE 2
HEAT STAGE 2
HEAT
PUMP
HEAT
PUMP
O
O
FA, FB, FC, FH
FAN COIL
SMART HEAT
O
W2
CUT
JW1
W2
W2T
ODT
JW1
W3
W3
Y0
Y
Y
Y0
A97411
A97410
OTHER
HP THERMOSTAT
FA, FB, FC, FH
FAN COIL
SMART HEAT
HEAT
PUMP
24 VAC HOT
R
R
R
24 VAC COM
C
C
C
COOL/HEAT
STAGE 1
Y
Y
INDOOR FAN
G
G
RVS COOLING
O
O
EMERGENCY
HEAT
E
HEAT STAGE 2
SHR
W2
W2D
W2T
W2
O
CUT
JW1
SHR
ODT
W3
Y0
Y
A97412
Fig. 12—Typical 24-v Circuit Connections using Other HP Thermostats with Smart Heat and
No Outdoor Thermostat, 1 Outdoor Thermostat, or 2 Outdoor Thermostats
9
CARRIER
DUAL FUEL
THERMOSTAT
MODEL DF
SINGLE-STAGE
FURNACE
CARRIER
DUAL FUEL
THERMOSTAT
MODEL DF
HEAT PUMP
R
24 VAC HOT
R
R
FAN
G
G
FURNACE
W/W1
W
W2
COMPRESSOR
Y/Y2
Y
RVS COOLING
O/W2
TWO-STAGE OR
VARIABLE SPEED
FURNACE
HEAT PUMP
R
24 VAC HOT
R
R
FAN
G
G
FURNACE LO
W/W1
W/W1
W2
Y
COMPRESSOR
Y/Y2
Y/Y2
Y
O
RVS COOLING
O/W2
O
O
W2
N/A
FURNACE HI
Y1/W2
24 VAC COM
C
RVS HEATING
B
RVS SENSING
L
OUTDOOR
SENSOR
CONNECTION
S1
C
C
Y1/W2
24 VAC COM
C
RVS HEATING
B
RVS SENSING
L
OUTDOOR
SENSOR
CONNECTION
S1
See note 7
S2
Y1
C
C
See notes 7 and 8
OUTDOOR
TEMPERATURE
SENSOR
S2
OUTDOOR
TEMPERATURE
SENSOR
A97538
A97539
Fig. 13—Typical 24-v Circuit Connections using Carrier Model DF Thermostat with Single- or 2-Stage Furnace
WIRING DIAGRAM NOTES:
LEGEND
1. CARRIER THERMOSTAT WIRING DIAGRAMS ARE ONLY ACCURATE FOR MODEL NUMBERS BEGINNING WITH TSTAT _ _ _ _ _
_ _.
24-V FACTORY WIRING
2. WIRING MUST CONFORM TO NEC OR LOCAL CODES.
24-V FIELD WIRING
3. SOME UNITS ARE EQUIPPED WITH PRESSURE SWITCH(ES), TEMPERATURE SWITCH, OR 5-MINUTE COMPRESSOR CYCLE PROTECTION. CONNECT 24-V FIELD WIRING TO FACTORYPROVIDED STRIPPED LEADS.
4. A LIQUID-LINE SOLENOID VALVE IS REQUIRED ON SOME
UNITS.
5. THERMOSTATS ARE FACTORY CONFIGURED WITH 5-MINUTE
COMPRESSOR CYCLE PROTECTION AND 4 CYCLES PER HR
LIMIT. SEE THERMOSTAT INSTALLATION INSTRUCTIONS FOR
DETAILS.
6. TO STAGE ELECTRIC RESISTANCE HEAT, CONSULT OUTDOOR
THERMOSTAT INSTALLATION INSTRUCTIONS.
7. FOR DUAL FUEL THERMOSTATS, UNDERLINED LETTER ON
DUAL TERMINAL INDICATES ITS USAGE.
FOR EXAMPLE: O/W2 MEANS O
O/W2 MEANS W2
OUTDOOR TEMPERATURE SENSOR MUST BE ATTACHED IN ALL
DUAL FUEL INSTALLATIONS.
JUMPER WIRE BETWEEN O/W2 AND L THERMOSTAT TERMINALS MUST BE PRESENT.
8. Y1 AND O CONNECTIONS TO 2-STAGE FURNACES MAY NOT
EXIST OR MAY ONLY BE A WIRE RATHER THAN A SCREW
TERMINAL.
10
FIELD SPLICE CONNECTION
ODT
OUTDOOR THERMOSTAT
EHR
EMERGENCY HEAT RELAY
SHR
SUPPLEMENTAL HEAT RELAY
A97413
If it is desirable to observe a complete defrost in warmer weather,
the thermostat must be closed as follows:
providing electrical potential to second heater sequencer (if used).
If outdoor temperature falls below setting of outdoor thermostat
(field-installed option), contacts close to complete circuit and bring
on second bank of supplemental electric heat.
1. Turn off power to outdoor unit.
2. Disconnect outdoor fan motor lead from OF2 on control board
(See Fig. 15.) Tape to prevent grounding.
When thermostat is satisfied, its contacts open, de-energizing
contactor and sequencer. All heaters and motors should stop.
3. Restart unit in heating mode, allowing frost to accumulate on
outdoor coil.
→ Quiet Shift
4. After a few minutes in heating mode, liquid line temperature
should drop below closing point of defrost thermostat (approximately 30°F).
Quiet Shift is a field-selectable defrost mode, which will eliminate
occasional noise that could be heard at the start of the defrost cycle
and restarting of heating cycle. It is selected by placing DIP switch
3 (on defrost board) in ON position.
NOTE: Unit will remain in defrost until defrost thermostat
reopens at approximately 80°F coil temperature at liquid line or
remainder of defrost cycle time.
When Quiet Shift switch is placed in ON position, and a defrost is
initiated, the following sequence of operation will occur. Reversing valve will energize, compressor will turn off for 30 sec, then
turn back on to complete defrost. At the start of heating cycle after
conclusion of defrost mode, reversing valve will de-energize, the
compressor will turn off for another 30 sec, and the fan will turn
off for 40 sec, before starting in the heating mode.
5. Turn off power to outdoor and reconnect fan motor lead to
OF2 on control board after above forced defrost cycle.
Step 13—Check Charge
Factory charge is shown on unit rating plate. To check charge in
cooling mode, refer to Cooling Mode Procedure. To check charge
in heating mode, refer to For Heating Only Procedure.
→ Defrost
The defrost control is a time/temperature control which includes a
field-selectable time period (DIP switch 1 and 2 on the board)
between defrost cycles of 30, 60, 90, or 120 minutes (factory set at
90 minutes).
COOLING ONLY PROCEDURE
To initiate a forced defrost, two options are available depending on
the status of the defrost thermostat.
EXAMPLE:
NOTE: If subcooling charging conditions are not favorable,
charge must be weighed in accordance with unit rating plate ± 0.6
oz/ft of 3/8-in. liquid line above or below 15 ft respectively.
To calculate additional charge required for a 25-ft line set:
If defrost thermostat is closed, speedup pins (J1) must be shorted
by placing a flat head screwdriver in between for 5 sec and
releasing, to observe a complete defrost cycle. When the Quiet
Shift switch is selected, compressor will be turned off for two 30
sec intervals during this complete defrost cycle as explained
previously. When Quiet Shift switch is in factory default OFF
position, a normal and complete defrost cycle will be observed.
25 ft - 15 ft = 10 ft X 0.6 oz/ft = 6 oz of additional charge
Units installed with cooling mode TXV require charging with the
subcooling method.
1. Operate unit a minimum of 10 minutes before checking
charge.
2. Measure liquid service valve pressure by attaching an accurate
gage to service port.
If defrost thermostat is in open position, and speedup pins are
shorted (with a flat head screwdriver) for 5 sec and released, a
short defrost cycle will be observed (actual length is dependent
upon the selected Quiet Shift position). When Quiet Shift switch is
in ON position, the length of defrost is 1 minute (30 sec
compressor off period followed by 30 sec of defrost with compressor operation). On return to heating operation, compressor will
again turn off for an additional 30 sec and the fan for 40 sec. When
the Quiet Shift is in OFF position, only a brief 30 sec cycle will be
observed.
3. Measure liquid line temperature by attaching an accurate
thermistor type or electronic thermometer to liquid line near
outdoor coil.
4. Refer to unit rating plate for required subcooling temperature.
5. Refer to Table 3. Find the point where required subcooling
temperature intersects measured liquid service valve pressure.
6. To obtain required subcooling temperature at a specific liquid
line pressure, add refrigerant if liquid line temperature is
higher than indicated or reclaim refrigerant if temperature is
lower. Allow a tolerance of ± 3°F.
OF1
DFT
1. Defrost unit before checking charge. Outdoor coil must be free
of frost and/or ice.
1. Accumulator may momentarily hold refrigerant after defrost
cycle, therefore, allow 15 min. of normal operation following
defrost cycle before checking charge.
T1
Y
O R W2 Y C
OF2
T2 C C O
HEATING ONLY PROCEDURE
P1
2. This outdoor unit is equipped with a thermal expansion
device, therefore the subcooling chart (See Table 4) may be
used for checking purposes only.
30
120
60
30
P3
ON
DFT
QUIET
SHIFT
90
INTERVAL TIMER OFF
60
J1
SPEEDUP
Speedup
Pins
CESO130076–00
Quiet
Shift
Defrost interval
DIP switches
Fig. 14−Defrost Control
A99442
11
Step 14—Final Checks
IMPORTANT: Before leaving job, be sure to do the following:
1. Securely fasten all panels and covers.
2. Tighten service valve stem caps to 1/12-turn past finger tight.
3. Leave User’s Manual with owner. Explain system operation
and periodic maintenance requirements outlined in manual.
4. Fill out Dealer Installation Checklist and place in customer
file.
CARE AND MAINTENANCE
For continuing high performance and to minimize possible equipment failure, periodic maintenance must be performed on this
equipment.
Frequency of maintenance may vary depending upon geographic
areas, such as coastal applications.
Copyright 2002 CARRIER Corp. • 7310 W. Morris St. • Indianapolis, IN 46231
Table 3—Required Liquid-Line Temperature (°F)
LIQUID
PRESSURE AT
SERVICE VALVE
(PSIG)
134
141
148
156
163
171
179
187
196
205
214
223
233
243
253
264
274
285
297
309
321
331
346
359
5
71
74
77
80
83
86
89
92
95
98
101
104
107
110
113
116
119
122
125
128
131
134
137
140
REQUIRED SUBCOOLING
TEMPERATURE
(°F)
10
15
66
61
69
64
72
67
75
70
78
73
81
76
84
79
87
82
90
85
93
88
96
91
99
94
102
97
105
100
108
103
111
106
114
109
117
112
120
115
123
118
126
121
129
124
132
127
135
130
20
56
59
62
65
68
71
74
77
80
83
86
89
92
95
98
101
104
107
110
113
116
119
122
125
38ysa4si
Manufacturer reserves the right to discontinue, or change at any time, specifications or designs without notice and without incurring obligations.
Book 1 4
PC 101
Catalog No. 533-80022
Printed in U.S.A.
Form 38YSA-4SI
Pg 12
02-02
Replaces: 38YSA3SI
Tab 5a 5a