286B (2 -- 5 TONS)
289B (3 TON TROPHY)
EVOLUTIONt SERIES 2--STAGE HEAT PUMP
WITH PURONRREFRIGERANT
InstallationInstructions
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
current editions of the National Electrical Code ( NEC ) NFPA 70.
In Canada, refer to current editions of the Canadian electrical code
CSA 22.1.
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
these 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 installation, reliability, or operation.
!
ELECTRICAL SHOCK HAZARD
Failure to follow this warning could result in personal injury
or death.
Before installing, modifying, or servicing system, main
electrical disconnect switch must be in the OFF position and
install a lockout tag. There may be more than 1 disconnect
switch. Lock out and tag switch with a suitable warning label.
CUT HAZARD
Failure to follow this caution may result in personal injury.
Sheet metal parts may have sharp edges or burrs. Use care and
wear appropriate protective clothing and gloves when
handling parts.
WARNING
!
CAUTION
Indoor Thermostat Control Options
Model
286B / 289BYesYes
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 sound may disturb customer.
2. Ensure that vapor and liquid tube diameters are appropriate
for unit capacity.
3. Run refrigerant tubes as directly as possible by avoiding un-
!
!
necessary turns and bends.
4. Leave some slack between structure and unit to absorb vibration.
5. When passing refrigerant tubes through the wall, seal opening with RTV or other pliable silicon--based caulk. (See Fig.
1.)
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. 1.)
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. 1.)
10. Isolate hanger straps from insulation by using metal sleeves
bent to conform to shape of insulation.
When outdoor unit is connected to factory--approved indoor unit,
outdoor unit contains system refrigerant charge for operation with
AHRI rated indoor unit when connected by 15 ft. (4.57 m) of
field--supplied or factory accessory tubing. For proper unit
operation, check refrigerant charge using charging information
located on control box cover and/or in the Check Charge section of
this instruction.
IMPORTANT: Maximum liquid--line size is 3/8--in. OD for all
residential applications including long line applications.
IMPORTANT: Always install the factory--supplied liquid--line
filter drier. Obtain replacement filter driers from your distributor or
branch.
Evolution
Control
Standard
2 --- s t a g e
Thermostat
OUTDOOR WALLINDOOR WALL
CAULK
LIQUID TUBE
3/8--- in. (9.53 mm) Dia.
Tiedown Knock outs in
Basepan(2) Places
INSULATION
HANGER STRAP
(AROUND SUCTION
TUBE ONLY)
1” (25.4 mm)
MIN
THROUGH THE WALL
SUSPENSION
SUCTION TUBE
JOIST
INSULATION
SUCTION TUBE
LIQUID TUBE
Fig. 1 -- Connecting Tubing Installation
Specifications for this unit in residential new construction market
require the outdoor unit, indoor unit, refrigerant tubing sets,
metering device, and filter drier listed in presale literature. There
286B / 289B
can be no deviation. Consult the Service Manual – Air
Conditioners and Heat Pumps Using Puron® Refrigerant to obtain
required unit changes for specific applications and for R--22
retrofit.
Check Equipment and Job Site
Unpack Unit
Move to final location. Remove carton taking care not to damage
unit.
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.
Install on a Solid, Level Mounting Pad
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. 2
to determine base pan size and knockout hole location.
For hurricane tie downs, contact distributor for details and PE
(Professional Engineer)Certification, if required.
On rooftop applications, mount on level platform or frame. 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. Consult the Service Manual -- Residential Split
System Air Conditioners and Heat Pumps Using Puron®
Refrigerant for wind baffle construction.
NOTE:Unit must be level to within ±2° (±3/8 in./ft,±9.5
mm/m.)per compressor manufacturer specifications.
Clearance Requirements
When installing, allow sufficient space for airflow clearance,
wiring, refrigerant piping, and service. Allow 24 in. (609.6 mm)
clearance to service end of unit and 48 in. (1219.2 mm) (above
unit. For proper airflow, a 6--in. (152.4 mm) clearance on 1 side of
unit and 12--in. (304.8 mm) on all remaining sides must be
maintained. Maintain a distance of 24 in. (609.6 mm) between
units. Position so water, snow, or ice from roof or eaves cannot fall
directly on unit.
On rooftop applications, locate unit at least 6 in. (152.4 mm)
above roof surface.
A07588
View From Top
UNIT BASE PAN
Dimension in. (mm)
35 X 35
(889 X 889)
TIEDOWN KNOCKOUT LOCATIONS in. (mm)
ABC
9–1/8 (231.8)6–9/16 (166.7)28–7/16 (722.3)
A05177
Fig. 2 -- Tiedown Knockout Locations
Operating Ambient
The minimum outdoor operating ambient in cooling mode is 55_F
(12.78_C) without low ambient cooling enabled, and the
maximum outdoor operating ambient in cooling mode is 125_F
(51.67_C). At line voltage of 208v (or below) and an outdoor
ambient of 120_F (48.9_C) (and above), the compressor operates
in low stage. On Evolution communicating systems ONLY, low
ambient cooling operation is possible at ambient as low as 0_F
(--17.78_C).
The maximum outdoor operating ambient in heating mode is
66°F/18.89_C on all models.
Elevate Unit
!
UNIT OPERATION HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
Do not allow water and/or ice to build up in base pan.
Elevate unit per local climate and code requirements to provide
clearance above estimated snowfall level and ensure adequate
drainage of unit.
!
UNIT OPERATION HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
Locate the unit in such a way that it is stable in all
circumstances including adverse weather conditions.
CAUTION
CAUTION
In Long--Line Applications, Install Liquid--Line
Solenoid Valve (LSV)
For refrigerant piping arrangements with equivalent lengths greater
than 80 ft. (24.38 m) and/or when elevation difference between
indoor and outdoor unit is greater than ±20 ft. (±6.10 m), follow
all requirements of the Residential Piping and Long--Line
Guideline. If required by the Residential Piping and Long--Line
Guideline, install LSV kit, part no. KHALS0401LLS, specifically
designed for PuronR refrigerant heat pumps. LSV should be
installed within 2 ft. (0.61 m) of outdoor unit with flow arrow
pointing toward outdoor unit. Follow the Installation Instructions
included with accessory kit.
IMPORTANT: Flow arrow must point toward outdoor unit.
2
Make Piping Connections
!
PERSONAL INJURY AND UNIT DAMAGE
HAZARD
Failure to follow this warning could result in personal
injury or death.
Relieve pressure and recover all refrigerant before system
repair or final unit disposal. Use all service ports and open
all flow--control devices, including solenoid valves.
!
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
Do not leave system open to atmosphere any longer than
minimum required for installation. POE oil in compressor is
extremely susceptible to moisture absorption. Always keep
ends of tubing sealed during installation.
!
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
If ANY refrigerant tubing is buried, provide a 6 in. vertical
rise at service valve. Refrigerant tubing lengths up to 36 in.
(914.4 mm) may be buried without further special
consideration. Do not bury lines longer than 36 in. (914.4
mm).
WARNING
CAUTION
CAUTION
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 80 ft. (24.38
m), substantial capacity and performance losses can occur.
Following the recommendations in the Residential Piping and
Long--Line Guideline will reduce these losses. Refer to Table 1 for
field tubing diameters. Refer to Table 2 for accessory requirements.
Outdoor Unit Connected to Factory--Approved Indoor
Unit
Outdoor unit contains correct system refrigerant charge for
operation with factory--approved, AHRI--rated indoor unit with
highest sales volume when connected by 15 ft. (4.57 m) of
field--supplied or factory--accessory tubing, and factory--supplied
filter drier. Check refrigerant charge for maximum efficiency.
NOTE: If the indoor furnace coil width is more than the furnace
casing width, refer to the indoor coil Installation Instructions for
transition requirements.
Table 1 – Refrigerant Connections and Recommended Liquid
* Units are rated with 25 ft. (7.6 m) of lineset. See Product Data sheet for
performance data when using different size and length linesets.
Notes:
1. Do not apply capillary tube or fixed orifice indoor coils to these units.
2. For Tubing Set lengths between 80 and 200 ft. ( 24.38 and 60.96 m)
horizontal or 20 ft. (6.1 m) vertical differential 250 ft. (76.2 m) Total
Equivalent Length), refer to the Residential Piping and Longline Guide
line--- Air Conditioners and Heat Pumps using Puron refrigerant.
Connection
&Max.Tube
Diameter
Connection
Diameter
Tub e
Diameter
286B / 289B
Table 2 – Accessory Usage
REQUIRED FOR
ACCESSORY
Compressor Start AssistNoYesNo
Crankcase HeaterStandardStandardStandard
Evaporator Freeze Protection
Liquid--- Line Solenoid ValveNoYesNo
Low--- Ambient Control
Puron Refrigerant Balance Port
H a r d --- S h u t O f f T X V
Support FeetRecommended
* For tubing set lengths between 80 a nd 200 ft. (24.38 and 60.96 m) hor izontal or 20 ft. (6.10 m) vertical differential (total equ ivalent length), refer to the Long
Line Guideline—Air Conditioners and Heat Pumps using Puron® Refrigerant.
{ Required on all indoor units. Standard on all new Puron refrigerant fan coils and furnace coils.
L O W --- A M B I E N T C O O L I N G
APPLICATIONS
(Below 55°F/12.8_C)
Standard with Evolutiont Control
(Low Ambient not allowed with non ---
communicating thermostat)
Standard with Evolution Control
(Low ambient not allowed with non ---
communicating thermostat)
Yes{Yes{Yes{
REQUIRED FOR LONG LINE
APPLICATIONS*
No
No
No
REQUIRED FOR SEA
COAST APPLICATIONS
(Within2miles/3.22km)
No
No
Recommended
3
Install Liquid--Line Filter Drier Indoor
Sweat Connections
!
WARNING
UNIT OPERATION AND SAFETY HAZARD
Failure to follow this warning could result in personal injury
or equipment damage.
PuronR refrigerant systems operate at higher pressures than
standard R--22 systems. Do not use R--22 service equipment
or components on PuronR refrigerant equipment.
Refer to Fig. 3 and install filter drier as follows:
1. Braze 5--in. (127 mm) liquid tube to the indoor coil.
2. Wrap filter drier with damp cloth.
3. Braze filter drier to above 5--in. (127 mm) liquid tube. Flow
arrow must point towards indoor coil.
4. Connect and braze liquid refrigerant tube to the filter drier.
!
286B / 289B
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment damage
or improper operation.
Installation of filter drier in liquid line is required.
CAUTION
Fig. 3 -- Liquid--Line Filter Drier
Refrigerant Tubing connection Outdoor
Connect vapor tube to fitting on outdoor unit vapor service valves
(see Table 1).
Install Adapter Tube
1. Remove plastic retainer holding outdoor piston in liquid
service valve.
2. Check outdoor piston size with matching number listed on
unit rating plate.
3. Locate plastic bag taped to unit containing adapter tube.
4. Remove TeflonRwasher from bag and install on open
end of liquid service valve.
5. Remove adapter tube from bag and connect threaded nut to
liquid service valve. Tighten nut finger tight and then with
wrench tighten an additional 1/2 turn (15 ft--lb).
DO NOT OVERTIGHTEN!
A05227
!
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
S Use a brazing shield
S Wrap service valves with wet cloth or heat sink material.
Use refrigerant grade tubing. Service valves are closed from factory
and ready for brazing. After wrapping service valve with a wet
cloth, braze sweat connections using industry accepted methods
and materials. Consult local code requirements. Refrigerant tubing
and indoor coil are now ready for leak testing. This check should
include all field and factory joints.
CAUTION
Evacuate Refrigerant Tubing and Indoor Coil
!
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage or improper operation.
Never use the system compressor as a vacuum pump.
Refrigerant tubes and indoor coil should be evacuated using the
recommended deep vacuum method of 500 microns. The alternate
triple evacuation method may be used. See Service Manual for
triple evacuation method. Always break a vacuum with dry
nitrogen.
CAUTION
Deep Vacuum Method
The deep vacuum method requires a vacuum pump capable of
pulling a vacuum of 500 microns and a vacuum gauge capable of
accurately measuring this vacuum depth. The deep vacuum method
is the most positive way of assuring a system is free of air and
liquid water. (See Fig. 4)
5000
4500
4000
3500
3000
2500
2000
MICRONS
1500
1000
500
01234567
Fig. 4 -- Deep Vacuum Graph
MINUTES
LEAK IN
SYSTEM
VACUUM TIGHT
TOO WET
TIGHT
DRY SYSTEM
A95424
Final Tubing Check
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.
4
Make Electrical Connections
!
ELECTRICAL SHOCK HAZARD
Failure to follow this warning could result in 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 to gain access to unit wiring. Extend wires
from disconnect through power wiring hole provided and into unit
control box.
!
ELECTRICAL SHOCK HAZARD
Failure to follow this warning could result in personal
injury or death.
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.
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. 5.
WARNING
WARNING
DISCONNECT
PER N.E.C. AND/OR
LOCAL CODES
FIELD POWER
WIRING
3 PHASE ONLY
FIELD GROUND
WIRING
Fig. 5 -- Line Power Connections
BLUE
GROUND
LUG
CONTACTOR
A91056
Connect Control Wiring
Route low voltage control wires through control wiring grommet
and connect leads to control board.
Connect to Evolution connections ABCD only when Evolution
User Interface is available.
Standard non--communicating thermostat connections are possible
when you connect to standard thermostat connections R, C, W, Y1,
Y2, and O. Refer to wiring label for further clarification.
General Information
Use No. 18 AWG color--coded, insulated (35°C minimum) wire for
all installations.
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, 24v/40va minimum. The outdoor
unit requires a minimum of 27va/24vac control power.
Final Wiring Check
IMPORTANT: Check factory wiring and field wire connections
to ensure terminations are secured properly. Check wire routing to
ensure wires are not in contact with tubing, sheet metal, etc.
CompressorCrankcaseHeater
Furnish power to crankcase 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.
Airflow Setup for Evolution Control Furnace or
FE Fan Coil (communicating)
When using an Evolution User Interface, airflow is automatically
selected based on equipment size. See User Interface Installation
Instructions for available adjustments.
Airflow Selections (ECM Furnaces-- non communicating)
The ECM Furnaces provide blower operation to match the
capacities of the compressor during high and low stage cooling
operation. Tap selections on the furnace control board enable the
installing technician to select the proper airflows for each stage of
cooling. Below is a brief summary of the furnace airflow
configurations
1. The Y2 call for high stage cooling energizes the “Cool” tap
on the control board. The grey wire from cool tap is connected to tap 5 on the motor. Refer to the furnace Product Data
to find the corresponding airflow. If the airflow setting for
high cooling needs to be switched from tap 5 to a different
tap, jumper a connection from the cool tap to the desired tap
so that the Y2 signal is communicated via the cool tap to the
desired speed tap.
2. The Y1 call for low stage cooling energizes the “Fan” tap
on the control board. The red wire from the fan tap is connected to tap 1 on the motor. Refer to the furnace Product
Data to find the corresponding airflow. If the airflow setting
for low cooling needs to be switched from tap 1 to a different tap, jumper a connection from the Fan tap to the desired
tap so that the Y1 signal is communicated via the Fan tap to
the desired speed tap. The Y1 setting will also govern the
continuous fan airflow for the furnace.
Refer to the furnace literature for further details.
286B / 289B
5
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