Speaker: Mark Hegberg. Understanding the Selection and application of Hydronic Systems Control Valves

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Speaker: Mark Hegberg Understanding the Selection and application of Hydronic Systems Control Valves

Why is the control valve important? It controls the flow; How much flow is called for by the controller How well the valve flow is matched to the heat transfer and theoretical load is implied by the designer calculations Delivered flow is directly related to electrical cost to operate the system; Pumps, Chillers/Boilers Efficient valve operation relies on predictability and repeatability of upstream system components Entering water temperature needs to be stable Differential pressure needs to be stable Are there other ways to do it? 3

87% Sensible Heat Transfer 100% 50% Coil Flow Cooling Coil Sensible HT 90% 80% 70% Chilled Water Coil Sensible Heat Transfer Characteristic % Coil Heat Transfer 60% 50% 40% 30% 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % Fluid Flow 4

Typical Cooling Load Profile Cumulative Hours 80% of operational cooling uses less than 20% of design flow % Design Flow 97% of operational hours covered by 50% design flow 50% flow can be 12.5% design horsepower 5

Simplified Energy Analysis Method Cumulative Hours Operation Cumulative Percentage % Load Hours of Operation % Operation Percentage Required Flow 20 0% 10% 20 0.3% 2% 320 6% 20% 300 5.2% 3% 1620 28% 30% 1300 22.6% 5% 2820 49% 40% 1200 20.8% 8% 3920 68% 50% 1100 19.1% 13% 4920 85% 60% 1000 17.4% 20% 5370 93% 70% 450 7.8% 30% 5570 97% 80% 200 3.5% 46% 5740 100% 90% 170 3.0% 69% 5760 100% 100% 20 0.3% 100% Total Hours 5760 Pump Curve Flow, Head Efficiency Calculate Pump Energy BHP, KWH Valve Stroke Equal Percentage Valve Flow Temperature Controller: Proportional control signal to cooling or heating load Equal Percentage Valve: Makes non-linear coil heat transfer appear linear to controller 6

Typical Coil Connection Typically coil connections are on same side, supply low and return high Entering supply; Service valve, followed by strainer and union Leaving return; Union, followed by temperature control valve, balance valve and maybe a separate service valve North Piedmont ASHRAE Water PDS 7

Typical Coil Connection Typically coil connections are on same side, supply low and return high Entering supply; Service valve, followed by strainer, union, measuring ports, drain valve Leaving return; Union, air vent, temperature control valve, balance valve, maybe a separate service valve, measuring ports 8

Globe Valves Globe valves are the traditional control valve Several alternates Characterized Ball Flapper Butterfly All styles have features and benefits All have similar construction features Water flows in to body, through a control orifice and leaves body 9

Globe Valves Bonnet Stem Packing Nut Packing Globe Seat/Orifice Body 10

Globe Valves onnet Stem Packing Nut Packing Globe Seat/Orifice Body Stem; Connects globe or other throttling element to actuator so valve can be positioned and flow changed Packing; prevents water from following the stem path out of the closed system. The packing nut is used to adjust pressure to prevent the leak Bonnet; Mechanically holds stem to body, and also gives actuator a place to connect to the body Body contains the water and withstands the hydraulic forces 11

Actuator Linkage Valve

Globe Valves Globe Seat/Orifice Globe & Orifice; Do the work controlling the flow Seat may be separate material, or machined part of body Globe is machined to provide a calibrated characteristic of flow to the stem position, specific to being able to control Type of control matters 2 Position; Flow On/Off Proportionally Modulating; Traditional HVAC hydronic control 13

Valve Seat Configurations Many options available to seating and configuration to reduce internal forces on valve trim Pressure Balancing may also reduce the amount of actuating force required to open and close the valve May also see split range plugs for finer low flow control 14

Automated Control Heated Room Controller Unit Heater Control Signal Actuator Hot Water 15

Automated Control Energy is lost proportionally to the outside temperature q = UA(T i -T O ) The controller output signal acts in a proportional manner to the difference in the actual from the desired temperature adding what is lost 16

LARGER THERMOSTAT SIGNAL SMALLER MORE HOT WATER CONTROL VALVE LESS COLDER WARMER OUTSIDE TEMPERATURE 17

Disturbances Heat Gains Theory Solar Change Weather People Manipulate Water Flow Coil Blower Process Control Temperature 18

A Fairly Simple Concept... We control for comfort as indicated by temperature Humidity Control Implied By Coil Selection Various levels of implementation Economic Criteria Process Criteria Paradigm Criteria 20

Proportional Control SP + MV - e K Ke Output Signal Control Theory SP t Output 0-10 VDC 0-10 VDC Control Signal Room Controller Actuated Valve 21

Proportional Control t SP e Error Output 0-10 VDC 0-10 VDC Control Signal e - Error y Room Controller Actuated Valve 22

Proportional Control SP t Output 0-10 VDC y 0-10 VDC Control Signal Room Controller y (y-y i )=K(t-t i ) y = Valve Position y i = Initial Valve Position t = Temperature t i = Initial Temperature K = Constant (gain) Actuated Valve 23

Traditional 2 Way Valve Temperature Control BALANCE & SERVICE VALVE SERVICE VALVE M STRAINER & DRAIN VALVE ACTUATOR BALANCE & SERVICE VALVE MEASURMENT POINT UNION CONTROLLER VENT SENSOR Controller controls because response is predictable Variable coil flow Variable system flow Why variable speed pumping can be used 24 C T

Traditional 3 Way Valve Temperature Control BALANCE & SERVICE VALVE M ACTUATOR MEASURMENT POINT CONTROLLER C Variable coil flow BALANCE & SERVICE VALVE VENT SENSOR T Constant/Variable system flow Really should be avoided SERVICE VALVE UNION STRAINER & DRAIN VALVE 25

120% The coil performance is not linear 100% Hot Water Coil Heat Transfer Performance Vs. Water Side ΔT 80% % Heat Transfer 60% 40% 20% 0% % Water Flow 26

100% Chilled Water Coil 90% 80% Total Energy Sensible Energy 100% % Heat Transfer 70% 60% 50% 40% 90% 80% 70% 60% 50% 30% 20% Latent Energy 100% 40% 30% 10% Total Sensible Latent 50% 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % Water Flow 27

A Subtle Control Issue: Flow Tolerance % Heat Transfer 120% 100% 80% 60% 40% 20% 0% >97% Heat Transfer 75% Design Flow Design Flow Note the interaction of flow and heat transfer Coil designed for 20 ΔT 75% Design flow yields 97.5% Heat Transfer ±25% Flow Tolerance However as design ΔT increases, flow tolerance decreases ±10% This is the core of hydronic balance. Systems need to achieve 97.5% heat transfer when operating in a design flolw mode Minimum required flow tolerance is ±10% % Water Flow 28

Valve Characteristic 100% 90% Quick Opening 80% % Branch Flow 70% 60% 50% 40% 30% Linear 20% 10% Equal Percentage 0% 0% 20% 40% 60% 80% 100% % Valve Lift 29

Equal Percentage Characteristic % VALVE FLOW C V C VMAX 100 90 80 70 60 50 40 30 20 10 0 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % VALVE LIFT R ( 1) Predominantly applied 2-way throttling control valve characteristic due to coil R is Rangeability stick to valve body not valve and actuator Note: small percentage flow at closed most valves are modified equal percentage Height Rangeability Cv Max Cv Position 100% 30 100 100.0 90% 30 100 71.2 80% 30 100 50.6 70% 30 100 36.0 60% 30 100 25.7 50% 30 100 18.3 40% 30 100 13.0 30% 30 100 9.2 20% 30 100 6.6 10% 30 100 4.7 0% 30 100 3.3 30

ASHRAE Research (RP-5) boiled it down to this Just about every HVAC text on valves uses this type of figure The coil gain (proportional band) isn t the same as the controllers why we use an equal percentage valve Coil Characteristic Valve Characteristic Controlled Relationship Source: ASHRAE Handbook 31

POSITION OF CONTROLLED DEVICE % OF STROKE THROTTLING % 100 75 50 25 Controller Adjustment 0% 10% 100% All control actions start with Proportional logic Adjustments can be made to the controller such that it becomes a 2 position controller 0 0 25 50 75 100 CONTROLLED VARIABLE % OF CONTROLLER SCALE 32

Two Position Proportional Action Room Temperature Set Point Valve Position Open 33

Implication Linear control (coil and valve) is not an issue Full Flow or No Flow Less pressure drop required for valve Bigger control ports (more potential balance issues) Potentially bigger valve; More expensive Potentially more overall energy use Potentially more temperature swing Alternative control: Pulse Width Modulation Proportional on to load 15% 75% 100% TIME TIME CONSTANT 6-8 CALCS PER CONSTANT 34

Pulse Width Control Pseudo analog control 0%-100% Flow Rate, Proportional amount of on time Exercise in control principles Time constant (63% of response) of control process; Big Rooms: long time 20-40 or more minutes, Discharge of Coil: very short 4-6 seconds 6-8 calculations per time constant or more Don t overdo the calculations Actuators have limited life Heat transfer takes time Applications Long slow processes; Rooms, Auditoriums, Radiant Heating Moderately combinable with other cascade control options; Outdoor reset of water temp; ΔP reset; All with moderation 35

Proportional Action Proportional Positioning Disturbance (Imposed as Set Point Change) Offset Established Why? Some change to the mass balance the controller was tuned at Room Temperature Proportional Control Action Area Controller Reacts (Valve is adjusted open and closed, changing temperature) Set Point Time 37

Proportional Integral Action Controller Offset occurs when the mass balance of the controlled system is different from what it was designed and adjusted for Integral action is added to the proportional logic to reduce/eliminate offset KE Disturbance (Imposed as Set Point Change) Offset Eliminated By Integral Action E e K C KC d Ti dt + m Room Temperature E m T i T i T i T i T i Controller Reacts (Valve is adjusted open and closed, changing temperature) Set Point Time 38

Linear Stem Valves (Globe) Coil To Select Properly; Required Flow Rate (GPM) / Flow Coefficient C V Select Differential Pressure Magnitude Depends On; Control; Open-Closed/Modulating Hydraulic Design Philosophy; Balanced, Unbalanced, Branch & Riser Pressure Drops Pump Control; Constant vs. Variable Speed Required Valve Authority Fluid & Pressure characteristics (cavitation prevention) Consider Characteristic Requirement 39

Valve Definition ISA 75 Series Test & Performance Std. Definitions Calculations Many terms describe valves Flow Coefficient C V Rangeability 40

Flow Coefficient C V Is Used for Sizing Constant ΔP During Test ΔP q C V SG 41

Flow Coefficient Q q 500(t ent t lvg ) Heat Transfer Flow q C V ΔP SG Calculate Desired Live with Available Units = PSI Specific Gravity; Water = 1 42

Control Valve Integration 100 EQUAL PERCENTAGE CHARACTERISTIC 75 % OF FLOW 50 25 y 0 0 25 50 75 100 C V C % OF VALVE STROKE V Max R 1 ( l Is Percentage Valve Positon) 43

Rangeability R With & W/O Actuator Without Actuator, 30:1 With Actuator, 100+:1 Globe Valves De- Facto Standard Ball Valve MaxFlow MinFlow 44

The Goal; Make the red line straight and 100% to 100% 100% 80% % Heat Transfer 60% 40% 20% Maximum Valve Stroke 0% 0% 20% 40% 60% 80% 100% 120% 140% % Flow 45

System Hydraulic Effect; Valve Authority, β Valve authority affects controllability The Controller cannot control properly Simplified index value is β and is pressure drop of valve over controlled pressure drop b = D P MIN / D P MAX Supply Return P ENT D P MAX D P MIN P LVG 46

Valve Authority Based on Flow Coefficient Hydraulic Calculation Supply Return Constant Flow Coefficient Pipe Coil Service Valves Balancing Valves Variable: Control Valve C V2 C C V1 VSYS C V2 C C V1 2 V1 C C V2 2 V2 47

General Equal Percentage Authority Distortion 100% 90% 80% 70% % VALVE FLOW 60% 50% 40% 30% 10% 33% 50% INHERENT 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % VALVE LIFT 48

Three-Way Control Valves Body Styles for Mixing and Diverting Types 49

Balanced Three Way Valve Authority Supply 130% Return 120% 110% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 50

Unbalanced Three Way Valve Authority Supply 140% Return 130% 120% 110% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 51

Controllability ~ Constants: One of the Mass Balances Constant ΔP keeps predictable flow characteristic (ISA Std. 75 Test Procedure) Constant ΔP keeps controller tuning parameters constant 1% 8% TC Valve Throttle In Here 90% Time Typical Pump Curve Selected Flat 52

A Note On Variable Speed Pump Application System pressure relationships imply how to set VS pump control set point, where to take ΔP reading and what you can and can t do to pump operation General Rule (2 Pipe Direct Return Symmetrical Coils); Measure ΔP at end circuit across what would be common piping for all branches. ΔP Set Point is head loss of sensed branch piping, including coil and control valve As pump controller lowers pump speed proportionally to changes in flow, there is less system ΔP, and all valve flow rates change (reducing flow) If pump speed reduces too much, the combined effects of authority (combined system hydraulics) and reduced head can cause the zone controller to hunt when there is a disturbance that it reacts to No longer in control 53

Where does the sensor go? How much ΔP SP? Is there a right location? Where do you normally see it? There is a simple answer, there are complex answers A B C D 1 1 1 1 VFD 2 3 8 7 2 3 6 5 2 3 4 3 2 3 2 1 5 4 5 4 5 4 5 4 SENSOR 6 6 6 6 H G F E 54

Other Common Valve Body Styles Three Way Valves Have been applied for many years due to concerns over source flow rates Theoretically constant flow (only) Simple Zone Valves (Flappers) Tend to be On-Off flow action Applied to slow responding rooms Ball Valves Popular Globe valve alternative Characterized 55

Globes vs. Ball Valves Each has benefits in application Globes have higher inherent losses Not A bad thing some good things happen as a result Less if any correction factors, larger control orifices Makes velocity head flow coefficient correction a non-issue Ball valves low inherent losses Makes velocity head flow coefficient correction an issue Should be tested for changes in pipe diameter 56

Characterized Ball Valve 57

Ball Valve Placeholder 58

Ball Valve Correction Factor May Be Required Flow Coefficients are developed with line size pipe into and out of valve by ISA test definition Ball valves are very flow efficient, low inherent losses Application of reducers in and out of standard ball valves changes differential pressure, reducing flow coefficient this may effect characterized balls. Only lab testing can confirm if correction factor is needed V 2 2g V 2 2g 59

General Valve Concerns Application Pressure Low rise buildings... Generally not a problem High rise buildings; high pressure body to match static head of building plus safety factor Working Pressure & Differential Actuator sizing to move the valve & close off Valve maximum differential pressure Valve Packing Can it handle the pressure and temperatures 60

Other Stuff To Remember Valve Cavitation Cavitation occurs if the static pressure in any part of the valve falls below the vapor pressure of the liquid ROT: when valve pressure drops start to go above 10-15 PSI start to closely examine the valve critical pressure drop 61

Water Quality Leak Prevention Soft Water; Trace Hard Water Leaks Create Calcium Carbonate Build Up On Outside Of Valve. On Stem Creates Scratches In Normal and Abnormal Operation Clean Water New System Water Has Dirt, Solder, Flux, Weld, Pipe Scale. Flush Pipe To Clean 62

Water Quality Filtration: Check water quality regularly Check flushed strainers Perform a flush Exercise Care if starting chemical treatment in an old system Water Treatment Soften water if greater than 50 ppm Calcium Carbonate Make Up water Iron less than 1 ppm Bacteria less than 10000 CFU s (Colony Forming Units) 63

An Example of Poor Water Quality 20-30 Years old 12 Pipe Built up crud 1 About 3 at bottom Believed to be condenser water North Piedmont ASHRAE Water PDS 64

Guidelines on Proportional Control Valve Sizing Process is iterative Establish coil design ΔT; Remember, as waterside ΔT increases coil characteristic becomes more linear, implying less required ΔP If there is outside air in process, that may also linearize the coil Calculate hydraulically most significant circuit head loss Target authority index between 33%-50% 50% Authority means that valve ΔP equals the path head loss Calculate target valve flow coefficient Look up your favorite manufacturers valve and find closest Check valve maximum controlled pressure drop (not close off) Looking for potential cavitation issues Look at maximum velocity or if velocity can cause noise in space 65

100% 90% 80% ΔT TOTAL SENSIBLE 35 30 Coil Characteristic 70% 60% 50% 40% 30% 20% 10% 0% LATENT 0 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Characteristic changes Evaluate required control valve operating characteristic (authority) Plus Side; Great turn down, big pump energy savings 25 20 15 10 5 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% TOTAL SENSIBLE LATENT FLUID DELTA T % HEAT/LOAD % AIR 100% RECIRCULATED AIR CONSTANT AIR VOLUME ΔT % WATER 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 80% RECIRCULATED AIR 20% OUTDOOR AIR VARIABLE AIR VOLUME SENSIBLE LATENT 20 18 TOTAL 16 14 12 10 8 6 4 2 0 66 ΔT MAX TOT MAX SEN MAX LAT %load%flow max % airflow MAX DT % FLOW

Calculate Head Losses Sans Control Valve A B C D 1 1 1 2 3 2 3 2 3 1 PATH 1 2 3 8 7 6 5 4 3 2 1 5 4 5 4 5 4 5 4 H 6 6 6 G F E 6 This is where the iteration comes in First Pass; How large is the total pressure drop (pump head)?, How close is the desired control valve C V and valve authority? Second Pass; Resize pipes if necessary to reduce or re-distribute head losses, Select actual valve C V, Select a pump, Evaluate energy use based on operation Keep In Mind; Do loads on common pipe zones share same control characteristic?, Pressure control to zones, Should some loads be hydraulically isolated (Primary- Secondary), If calculations are done, pre-setting the valve head loss is simple, makes the flows all close to equal and proportional 6 7

Why this extra care? Proportional control takes advantage of flow and heat transfer relationship Approximately 80% of operational hours can be done at 50% flow or less significant energy savings To work properly Maintain constant supply water temperature to coil Try to make sure that ΔP stays reasonably constant, particularly in Variable Speed pumping systems Understand Flow & Heat Transfer sensitivity will probably not allow a standard valve to automatically compensate for overflows you must balance Your load calculation and distribution is the system thermally proportional use piping techniques to separate non-proportional loads Application Influence Rooms are slower processes tend to be less sensitive AHU coil discharge are fast processes and very sensitive 68

In classically balanced systems: All flow paths have the same design head loss Implication: Statically balanced Proportional: Too little pump all get same percentage of flow, Too much pump is adjusted (trim impeller, adjust triple duty valve) to deliver design flow rate Pipe layout should be coordinated; All paths serve similarly demanding zones Control valve interactions are minimized All zones have the capability to get design heat transfer When diversity exists, it is accommodated in a controlled manner 69

Traditional Valve Application Differential Pressure (Feet of Head) 3 HP Traditional throttled constant speed pump and control valve Minimal pressure changes 5 HP Controls using conventional valves rely on flat curve pumps to stabilize system pressure and make coil heat transfer response predictable Flow Rate (Gallons Per Minute) 70

Example: Proportionally Balanced 4 Unit x 3 Floor 240 160 80 100 20 20 40 80 20 20 20 20 20 20 40 80 40 20 80 Source 40 40 40 40 40 40 20 20 20 20 20 20 80 40 80 40 80 40 240 160 80 71

Source 240 GPM 160 80 40 100 20 20 40 GPM 30 30 A B C 1 30 7 F E D 100 20 20 240 GPM 160 80 80 GPM 30 30 12 40 GPM 30 20 20 30 30 20 20 30 30 40 GPM 5 2 40 GPM 30 80 30 30 30 72 4 10 8 3 6 11 9

Calculate Head Loss & Flow Requirement SEGMENT A B C 1-2 2-3 3-4-6 3-5-6 6-7 2-8 8-10-11 8-9-11 11-7 7-12 D E F Flow 240 160 80 80 40 20 20 40 40 20 20 40 80 80 160 240 Size 4" 3" 2.5" 2.5 1.5 1.25 1.25 1.5 1.5 1.25 1.25 1.5 2.5 2.5" 3" 4" Length 100' 20' 20' 30 30 60 60 30 30 60 60 30 30 20' 20' 100' H F Rate 3 5.5 4.5 4.5 12.5 9 9 12.5 12.5 9 9 12.5 4.5 4.5 5.5 3 Friction Loss 3 1.1 0.9 1.35 3.75 5.4 5.4 3.75 3.75 5.4 5.4 3.75 1.35 0.9 1.1 3 Fittings 2 2 2 2 2 2 2 2 2 2 2 2 Service Valves 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 Coil 17 17 17 17 Control Valve Balance Valve Source 30 Total 5 3.1 2.9 3.35 7.75 26.4 26.4 7.75 7.75 26.4 26.4 7.75 5.35 4.9 5.1 37 PATH TOTAL A-1-2-3-4-6-7-12-F 5 3.35 7.75 26.4 7.75 5.35 37 92.6 A-1-2-3-5-6-7-12-F 5 3.35 7.75 26.4 7.75 5.35 37 92.6 A-1-2-8-10-11-7-12-F 5 3.35 7.75 26.4 7.75 5.35 37 92.6 A-1-2-8-9-11-7-12-F 5 3.35 7.75 26.4 7.75 5.35 37 92.6 A-B-1-2-3-4-6-7-12-E-F 5 3.1 3.35 7.75 26.4 7.75 5.35 5.1 37 100.8 A-B-1-2-3-5-6-7-12-E-F 5 3.1 3.35 7.75 26.4 7.75 5.35 5.1 37 100.8 A-B-1-2-8-10-11-7-12-E-F 5 3.1 3.35 7.75 26.4 7.75 5.35 5.1 37 100.8 A-B-1-2-8-9-11-7-12-E-F 5 3.1 3.35 7.75 26.4 7.75 5.35 5.1 37 100.8 A-B-C-1-2-3-4-6-7-12-D-E-F 5 3.1 2.9 3.35 7.75 26.4 7.75 5.35 4.9 5.1 37 108.6 A-B-C-1-2-3-5-6-7-12-D-E-F 5 3.1 2.9 3.35 7.75 26.4 7.75 5.35 4.9 5.1 37 108.6 A-B-C-1-2-8-10-11-7-12-D-E-F 5 3.1 2.9 3.35 7.75 26.4 7.75 5.35 4.9 5.1 37 108.6 A-B-C-1-2-8-9-11-7-12-D-E-F 5 3.1 2.9 3.35 7.75 26.4 7.75 5.35 4.9 5.1 37 108.6 74

SEGMENT A B C 1-2 2-3 3-4-6 3-5-6 6-7 2-8 8-10-11 8-9-11 11-7 7-12 D E F Flow 240 160 80 80 40 20 20 40 40 20 20 40 80 80 160 240 Size 4" 3" 2.5" 2.5 2 1.5 1.5 2 2 1.5 1.5 2 2.5 2.5" 3" 4" Length 100' 20' 20' 30 30 60 60 30 30 60 60 30 30 20' 20' 100' H F Rate 3 5.5 4.5 4.5 3.25 3.75 3.75 3.25 3.25 3.75 3.75 3.25 4.5 4.5 5.5 3 Friction Loss 3 1.1 0.9 1.35 0.98 2.25 2.25 0.98 0.98 2.25 2.25 0.98 1.35 0.9 1.1 3 Fittings Service Valves Coil 17 17 17 17 Control Valve Balance Valve Source 30 Total 3 1.1 0.9 1.35 0.98 19.3 19.3 0.98 0.98 19.25 19.25 0.98 1.35 0.9 1.1 33 PATH TOTAL A-1-2-3-4-6-7-12-F 3 1.35 0.98 19.3 0.98 1.35 33 59.9 A-1-2-3-5-6-7-12-F 3 1.35 0.98 19.3 0.98 1.35 33 59.9 A-1-2-8-10-11-7-12-F 3 1.35 0.98 19.25 0.98 1.35 33 59.9 A-1-2-8-9-11-7-12-F 3 1.35 0.98 19.25 0.98 1.35 33 59.9 A-B-1-2-3-4-6-7-12-E-F 3 1.1 1.35 0.98 19.3 0.98 1.35 1.1 33 62.1 A-B-1-2-3-5-6-7-12-E-F 3 1.1 1.35 0.98 19.3 0.98 1.35 1.1 33 62.1 A-B-1-2-8-10-11-7-12-E-F 3 1.1 1.35 0.98 19.25 0.98 1.35 1.1 33 62.1 A-B-1-2-8-9-11-7-12-E-F 3 1.1 1.35 0.98 19.25 0.98 1.35 1.1 33 62.1 A-B-C-1-2-3-4-6-7-12-D-E-F 3 1.1 2.9 1.35 0.98 19.3 0.98 1.35 0.9 1.1 33 65.9 A-B-C-1-2-3-5-6-7-12-D-E-F 3 1.1 2.9 1.35 0.98 19.3 0.98 1.35 0.9 1.1 33 65.9 A-B-C-1-2-8-10-11-7-12-D-E-F 3 1.1 2.9 1.35 0.98 19.25 0.98 1.35 0.9 1.1 33 65.9 A-B-C-1-2-8-9-11-7-12-D-E-F 3 1.1 2.9 1.35 0.98 19.25 0.98 1.35 0.9 1.1 33 65.9 75

Design Problem Control Valve Selection Iterated component head losses to 66 We want 50% Authority, so size valve for _?_ 66 q 20 66 2.31 C 20 GPM V C C V V ΔP 66 2.31 3.74 28.6 PSI 7 6

Control Valve Selection Required C V = 3.75 Pipe Size = 1½ Rules of Thumb One pipe size smaller 5 PSI; C V = 9 77

Valve Authority Supply C VE C ΔP MAX V Valve C 2 V V ΔP MIN β C ΔP ΔP 2 V C MIN MAX V Comp C Return Components have constant flow coefficient Valve coefficient is variable Calculate equivalent coefficient at valve stroke using spreadsheet 78

100% 90% 80% 70% 1 Valve C V =11.6 β=9% % Flow 60% 50% 40% Closest C V Valve C V =4.6 β=43.7/109=40% 30% 20% 10% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% % Lift 79

Guidelines on Non-Proportional Valve Sizing When applying two position valves only, either Economics of valve select size and pressure drop that minimizes losses and allows actuator to close off against system differential head Apply line size valve, again noting actuator requirements Evaluate controller/actuator cycle so that damage is prevented from over cycling Apply to thermally slow control processes (larger spaces) In pseudo proportional control actions (pulse width modulation) evaluate actuator cycling damage. 80

Pressure Independent Control Valves Actuator Control Valve Control Valve DP Regulator DP Regulator PICV Valves integrate a differential pressure controller with a temperature control valve to stabilize flow versus valve position 81

Pressure Independent Control Valves Illustrative of concept Numerous ways to do this functionally Results can be the same or better Is it a Balancing Valve Generally: No Doesn t have flow measurement Flow Limiter Proportional balance through control system programming Reportedly great variance in base body pressure losses Alternatively Zone ΔP Regulation ΔP Valve Pump (Think P/S pumping) 82

PICV: Good, Bad,?? No perfect solutions Proportional Balance implies same system pressure drops; Generally Static BV VS Pump systems may have issues with Static BV application; Automatic Flow Limiter has benefits PICV stabilizes pressure at TC valve, and can be AFL, but need software at controller level to deal with proportional balance. Lot s of liberties taken on reporting required ΔP for operation ΔP regulator may control 3-5 PSI across valve orifice, but body may need 15-20 PSI 83

Adding Variable Speed Pump Dynamics Proportional control dynamic is changed in conventional modulating valves Controller begins to hunt Differential Pressure (Feet of Head) ¼ HP Speed = 37% 5 HP Speed = 100% 2 HP Speed = 74% Load (Control Signal) 100% 74% 37% Flow Required Need Get s Need Get s Need Get s Conventional Valve Regulated Valve 10 GPM 10 GPM 10 GPM 10 GPM 4 GPM 4 GPM 3 GPM 4 GPM 1 GPM 1 GPM.4 GPM 1 GPM Flow Rate (Gallons Per Minute)

Voltage Ramp Flow Stabilization Standard Valve Set Point Change Controller Hunts Standard Valve Set Point Changes To PICV Valve Load Change Flow Changes Standard Valve Change To PICV Valve

Control Valves & Balancing Are Misunderstood July & September 2009 ASHRAE Journal Article & Rebuttal Predetermined bias against balance Do not properly relate control or system hydraulics into calculations properly Attempts to make economic case against balance Faulty thesis of purposely oversized pumps and mismatched systems Compares three way valves to two way variable speed variable flow Rebuttal re-examined the economics using the math and a real pump curve 3-Way Valves vs. 2-Way Valves vs. PICV Trimmed & Untrimmed Pump Good & Poor Authority Constant vs. Variable Speed

Summary of Results No surprises; Less flow, less head, less energy used 1 Scenario Base: 3 Way Valve, Poor Authority, Oversized Untrimmed Pump, No Balancing KWH Cost of Operation 58,000 $4423 2 3 Way Valve, Poor Authority, Balanced & Trimmed 42,000 $3224 3 4 5 6 7 2 Way Valve, Poor Authority, Untrimmed Pump, No Balancing, Constant Speed 2 Way Valve, Poor Authority, Balanced & Trimmed, Constant Speed 2 Way Valve, 100% Authority, Un-Balanced & Untrimmed, Constant Speed 2 Way Valve, 100% Authority, Balanced & Trimmed, Constant Speed PICV with Max Flow Limit & Variable Speed @ 5PSI Set Point (sort of attainable) 24,513 $1872 15,777 $1200 12,912 $986 10,450 $798 1,900 $145 87

Adding Variable Speed 70 These set points have an impact on operation of a variable speed pump 60 40 Ft Across coil and valve limits speed turndown to 80% 50 40 30 20 10 40 SP 30 SP PICV SP 90% 80% 70% 60% 50% 100% 30 Ft. Across valve limits speed turndown to 70% 11.5 Ft (5 PSI) for PICV allows speed turndown to less than 50% Note: 5 PSI may not be realistic! The lower the turndown, the greater the energy savings. The energy impact 2000 KWH annual energy consumption, $150 energy cost 0 0 100 200 300 400 500 600 700 800

Rules of Thumb We are not promoting use of Rules of Thumb but Control Valves should be at least one size smaller than pipe This should often happen, and valves could even be smaller Use of 5 PSI for sizing (Not recommending) Often found in control vendors quick sizing or engineering guides Worst case scenario for valve closure is pump shutoff head Advent of variable speed pumping, generally makes valve actuation easier when properly controlled pump is applied Valve Quality Generally speaking, HVAC globe and ball control valves for water are reasonable quality. Rangeability with an actuator is often greater than 100:1 Often some will substitute valve quality or industrial grade as an anecdotal substitute for proper sizing and good valve authority, those terms alone mean nothing. When high pressure drops are unavoidable, then Industrial Grade, which often means a caged plug should be examined 89

Notes on Actuators Wide variety applied to HVAC Fluid Power (Pneumatic), both linear and rotary action Electric Power, gear driven rotary motors and linear action through linkage adapter Electric thermal power, linear action thermally sensitive element expands and contracts pushing on stem Embedded actuator μp-controllers give many potential options (to manufacturers) to; Scale signals, Do math based PICV, etc. 90

Other Application Styles: Primary-Secondary In this application, constant flow is kept on the coil by the load pump Maintains 100% coil heat transfer (full flow) Hydraulically isolates high loss terminals from main system pump Temperature control by changing coil entering temperature through valve modulation Especially useful on Outdoor Air coils in cold climates 91

Effects of Changing EWT In Coil 160% Percent Heat Transfer (WRT 160 F Baseline) 140% 120% 100% 80% 60% 40% 20% 200 F EWT 180 F EWT 160 F EWT 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Percent Water Flow 93

Changing Entering Water Temperature Coil characteristic becomes more linear Coil always delivers 100% heat transfer due to 100% flow rate, just not full coil potential heat transfer Advantage in heating coil always hot and no potential for freeze up Advantage in cooling coil 100% latent capability 0% % Max Coil Heat Transfer 120% 100% 80% 60% 40% 20% 0 50 100 150 200 250 Temperature (F) 94

Primary-Secondary With Check Valve in Common 95

Primary-Secondary: Valve in Common/ Differential Pressure Transmitter 96

Primary-Secondary: Temperature Sensors in Bridge 97

Terminal With Face-Bypass Control 98

Terminal With Face-Bypass Control and Conditioned Bypass Air 99

Alternative to Control Valve VFD T CHECK VALVE BALANCE VALVE SUPPLY RETURN VFD or Pulse Width On/Off control of circulating pump instead of control valve provides control ±0.5 F BSRIA/ASHRAE Research (R.H. Green) Transactions 1994 New Orleans Meeting 100

Optimizing Strategies First rule of optimization: design so that control valve functions as intended Water temperature reset control Not too much reset changing entering water temperature too much will drive heat transfer down and the zone controller will want to open the valve System differential pressure control Stabilize system differential around the control valve, or apply separate differential pressure control valves to stabilize several temperature control valves on a common branch Variable speed pump control Apply to system, but evaluate when loads occur with respect to each other and the hydraulic effects of sensor location Applying diversity criteria to pump selection and pipe sizing can have significant detrimental operating effects be very careful 101

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