Carrier 38QE User Manual

38QE/40QE

KEATING A COOLING

Installation Instructions

TABLE OF CONTENTS

SAFETY CONSIDERATIONS GENERAL OPERATION AND USAGE APPLICATION LIMITATIONS ORIENTATION AND LOCATION OF EQUIPMENT

Step 1 Inspect equipment and job site Step 2 Install outdoor fan coil section (38QE924 or

38QE936)

Step 3 Install indoor compressor section (38QE024 or

38QE036) ' Step 4 Install domestic water heating control box Step 5 Install domestic water heating tank temperature

fitting Step 6 Install thermostat

Step 7 Install indoor fan coil (40QE024, 40QE036 or

40QEH036)

(refer to installation instruction supplied with

indoor unit)

Step 8 Install other accessories

PIPING CONNECTIONS

Step 9 Install refrigerant piping Step 10 Install domestic hot water piping

ELECTRICAL CONNECTIONS

Step 11 Install control and sensor wiring Step 12 Install thermostat wiring Step 13 Install power wiring

SYSTEM SET-UP ADJUSTMENTS Step 14 Inspect Indoor blower speed settings Step 15 Adjust domestic water heating tank thermostat

settings Step 16 Configure thermostats Step 17 Adjust Refrigerant Charge

SAFETY CONSIDERATIONS

Installing and servicing air conditioning equipment can be hazeurdous due to system refrigerant pressures and electrical components. This is especially true with variable speed type

equipment, since HIGH VOLTAGE COMPONENTS REMAIN ENERGIZED AFTER THE UNIT MAIN DIS CONNECT IS OPENED!

Advanced Technology

Heat Pump System

For the above reasons, installation and servicing MUST BE conducted only by a Carrier installer/dealer specifically trained to service variable speed equipment. Improper installation, adjustment, alteration, service, maintenance, or use can cause explosion, fire, electrical shock or other conditions which may cause 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 acces sories when instalhng.

Follow all safety codes. Wear safety glasses and work gloves. Use quenching cloth for brazing operations. Have fire extinguisher available. Read these instructions thor oughly and follow all warnings or cautions attached to<the unit. Consult local building codes and NEC (National Elec trical Code) for special installation requirements.

A WARNING

Before installing or servicing, turn off main power to indoor and outdoor units. There may be more than one disconnect switch. Turn off accessory heater power if apphcable. Electric shock can cause personal injury or death.

GENERAL OPERATION AND USAGE

The HydroTech 2000 advanced variable speed heat pump system is designed to provide heating and cooling, as weU as provide a majority of the year round domestic hot water requirements. The system is composed of three main sec tions, indoor compressor section, outdoor fan cofi. section and the indoor fan coil section (see Fig. 1). Additionally a

A DANGER

A high-voltage (300-VDC) circuit remains energized after the main disconnect is opened. The normal capaci tive discharge time is 10 minutes, but this period may be extended indefinitely by component failure. Before

servicing components within the compressor section power box, always check with a DC voltmeter across the D.C. Capacitor. Electrical shock can cause personal injury or death.

Manufacturer reserves the right to discontinue, or change at any time, specifications or designs without notice and without incurring obiigations.

^ I PC 101 Catalog No. 563-964 Printed in U.S.A. Form 38QE-3SI Pg 1 5-90 Replaces: 38QE-2SI

Tab I5al5a

Fig. 1—38QE/40QE Advanced Heat Pump System

domestic water heating control box emd domestic water heating tank temperature sensor are supplied to control the electric domestic water heating tank. The water heating is

accomphshed by pumping cold water from the cold water inlet pipe at the top of the domestic water tank, through the 38QE refrigerant-to-water heat exchanger, and back into the bottom of the tank.

The variable speed compressor operation allows the 38QE system to control its output capacity to match the required load through a wide range of outdoor temperatures and operating modes.

Specially designed mating 40QE indoor units provide vari able airflow control which is increased and decreased along with the compressor speed. This feature, along with an elec tronic expansion device, provide a level of comfort pre viously unavailable for the home. It also enhances system efficiency and provides much quieter operation them conventioneil systems during most periods of operation.

The 38QE/40QE system has many other designed in com fort and efficiency features including:

Carrier/Parker Home-Zone® thermostat and damper options—to provide separate temperature control in up to four areas.

Humidity control—add the optional humidistat to activate

special compressor and fan control which improves moisture removal as needed. Humidistat plus humidifier also controls moisture addition in the heat mode.

Air cleaning—connections provided for automatic control of optional electronic air cleaner.

Utility demand limit interface—allows owner participation in incentive programs offered by utilities for peak load con trol, where available.

Unique defrost—the high temperature of the water in the home’s hot water tank is used as the heat source for the defrost cycle, rather than cooling the indoor air as with tra ditional units. In addition, demand type defrost control pro vides defrost when, and only when, it is required.

The 38QE/40QE system is available in capacity sizes shown in Table 1. Accessories supplied with the system and other available accessories are shown in Table 2.

APPLICATION LIMITATIONS

The 38QE system software and safety devices Eire designed to prevent equipment operation under conditions that do not comply with the application hmitations.

The 38QE product has certEun application hmitations which are hsted below:

The 38QE compressor section and outdoor section are

to be matched to the specifically designed 40QE indoor fan coil section. Permitted system configurations are shown in Table 1.

Table 1—Carrier Approved 38QE Systems

SYSTEM CAPACITY INDOOR COMPRESSOR SECTION 38QE024300 38QE036300 OUTDOOR FAN-COIL SECTION INDOOR FAN-COIL SECTION

25 ft maximum vertical rise allowable

The 38QE can only be used with Carrier/Parker Home-

2 TON 3TON

38QE924300 38QE936300 40QE024300 40QE036300

Zone® thermostats. Monitor thermostat and slave ther mostat model requirements are given in Table 2. All thermostats must be properly configured and pro grammed in order to obtain normal system operation.

The 38QE should not be used with systems containing

3. more than four (4) independently dampered zones. Use

<@)

of the bypass controUer accessory is required for aU zone apphcations.

4. The system wiU not operate in the cool mode at outdoor temperatures below 45 F, and is not compatible with tie Carrier Motormaster low-ambient control

; accessory. /

5, §The systern wiU not operate in the heat mode at out

door ternperatures above 75 F. The compressor section must be located in a non-

freezing area because of water containing components. Maximum air temperature surrounding the compressor section must not exceed 105 F because of cooing required for electronic controls.

The compressor section is designed to be installed on a

7. sohd mounting pad such as concrete. Do not install compressor section in an attic, on a wall, or suspended from a ceiling.

Refrigerant line lengths are hmited to 50 ft total maxi

mum, with 25 ft maximum vertical rise between indoor and outdoor units.

9. For improved domestic water heating, locating the compressor section within 15 ft of the domestic water tank is desirable.

Table 2—Accessory Parts List

ACCESSORIES SUPPLIED WITH COMPRESSOR SECTION ORDERING NUMBER 313204-701

313288-710 313243-201

ACCESSORIES REQUIRED OR RECOMMENDED

ORDERING NUMBER HT2000

HZS (Version 2.7 or higher) ZD-06,08,10,12,14,16

RD0810,0814,0818,0824

BCE TSR01 PS02/PS01 PSPOO

RDS

RRS

PCA-223

PCA-225

HL38MG026 Humidistat

— __

38TH900011 38YH900011 38YH900021

P504-8163S

HT01AX220 Transformer 40va

RQ—Required for installations. RC—Recommended for installations.

DESCRIPTION

Water Heater Control Box Water Temperature Sensor

Assembly

Comp. Section Base Pad

Zones DESCRIPTION Singl Homezone Monitor Stat w/

clock RQ

Homezone Slave Stat RQ Round Dampers 6" thru 16" Rectangular Damper 8x10

thru 24 Bypass Controller Relay Pack-Power Supply Duct Pressure Sensor RQ Static Pressure Plok-up RQ Remote Duct Sensor OP Remote Room Sensor OP Plenum Cable—22 AWG, 3

conduc Plenum Cable—22 AWG, 5

conduc Humidifier (49BF/FH/WS) RC RC

Electronic Air Cleaner (31MPI

SX)

Outdoor Support Foot Kit, 4

in.

Outdoor Snow Rack, 18 in.

(024)

Outdoor Snow Rack, 18 in. OP

(036)

Bi-flow Filter-Drier

OP—Optional for installations.

Mult

RQ RQ

OP OP

)

RC RC RC RC

RC RC RC

RQ RQ

—

10. System is designed to work with conventional residen tial sized electric water heating tanks only. NOTE: The 38QE should be installed with electric water heater tanks that have two connections leading to the bottom of the tank, as shown in Fig. 7a (cold water in, drain). If only one connection to bottom of tank, install a preheat tank, as for gas water heaters. Fig. 7b. For installation with a gas water heater, a water preheat tank must be installed.

i ;

Fig. 2—Outdoor Section Dimensions

Dimensions

UNIT A B C D E

SIZE* 38Q E924 38Q E936 3 1-7/8 " 809 .6

(mm )

(IN.)

809 .6 30" 762.0 34 -15/1 6"

31-7/8" •

(IN.)

38-5/8"

(mm )

391 .0 45"

(IN.)

(mm ) 887 .4

114 3.0

(mm )

(IN.)

4" 101 .6 9-3/4" 247 .6

5-15/16" 150.8

(IN.)

11-13/16 "

(mm )

300 .0 21-1 /2" 54 6.1 27-7/8" 7 08.0

(mm )

(IN.)

21-1/2" 546.1

(mm )

(IN.)

27-7/8" 708.0 8-3/16" 207 .9

A90214

(IN.) (mm )

8-9/16" 217.4

ORIENTATION AND LOCATION OF EQUIPMENT

Step 1—Inspect Equipment and Job Site.

A complete single zone system wül consist of the following:

1. Compressor Section

2. Outdoor Section

3. Indoor Section

4. Domestic Water Heater Control Box

5. Domestic Water Heater Tank Sensor

6. Homezone Monitor Thermostat

7. Homezone Power Supply Relay Pack

Unpackage and inspect imits for any damage. Füe claims with shipper if necessary.

The compressor section package wül include an installation

packet, domestic water heater control box and tank temper

ature sensor. The outdoor fan coü section will include an instaUation

packet. The indoor fan coü section wül include an instaUa

tion packet. Consult local buüding codes and the National Electrical

Code (NEC) for special requirements.

When installing, aUow sufficient space for airflow clearance

(outdoor fan-coü section), wiring, refrigerant and water pip

ing and servicing unit. Position the outdoor section so water

or ice from roof cannot drop directly on top of unit. Position the compressor section indoors and adjacent to the domes tic water heating tank.

Step 2—Install Outdoor Fan-Coü Section (38QE924 or

38QE936). The instaUation data, dimensions, and connection for the

38QE924,936 outdoor section are shown in Fig. 2.

InstaU on a solid, level mounting pad—If conditions or local codes require the unit be attached to pad, tiedown bolts

should be used and fastened thru knockouts provided in unit base pan. Refer to unit mounting pattern in Fig. 2. Position so snow or ice from roof or eaves cannot faU directly on unit. Position to minimize direct sunlight on air temperature sensor above service valves.

On rooftop applications, locate unit at least 6 ins. above roof surface. Place xmit above a load-bearing waU and isolate

unit and tubing set from structure. Arrange supporting members to adequately support unit

and minimize transmission of vibration to buüding. Consult

local codes governing rooftop applications. For proper drainage the outdoor section must be raised off

the mounting surface. Fig. 3 shows unit with accessory sup port feet installed. Use accessory snow rack in areas where prolonged subfreezing temperatures or heavy snow occur. Refer to separate instaUation instructions packaged with the accessories.

Step 3—Install Indoor Compressor Section (38QE024 or

38QE036). The instaUation data, dimensions, and connection for the

38QE024, 036 compressor sections are shown in Fig. 4. Locate unit in non-freezing area such as a basement, garage

or utility room. Indoor locations within the living space are not recommended. Basement instaUations also require care ful planning to avoid areas directly under or adjacent to bedrooms, living rooms, etc. Locate unit near the domestic water heater. AUow space for refrigerant and water piping.

A88277

Fig. 3—Outdoor Accessory Support Feet

UNIT

38QE024 38QE036

SHIPPING WGT. A B

SERIES LBS.

230 104.3 3/8

0 0 240

108.8 3/8 9.53

Kg.

(IN.)

(mm)

9.53

(IN.) (mm)

3/8 9.53 3/8 9.53

(mm)

(IN.)

3/4 19.05 3/4 19.05 3/4

(IN.)

3/4

Fig. 4—Indoor Compressor Section

(mm)

19.05 7/8 22.23 7/8

19.05 7/8 22.23 7/8 22.23 38QE936

(IN.)

(mm) (IN.)

(mm)

22.23 38QE924

USE WITH

OUTDOOR SECTION

wiring and for servicing the unit (see Fig. 4). Do not exceed maximum total pipe lengths.

Mount indoor compressor section on a rigid, sohd platform or concrete floor. Insert the asphalt impregnated felt pad (factory supplied in container) between the unit basepan and moimting surface to provide fuU unit support and for vibra tion attenuation. Do not use vibration isolators under cor ners of basepan.

Install unit to permit adequate clearance for service on all sides of the unit. A heat sink which is used to provide elec tronic component cooling is located at the lower right side of the rear panel. This heat sink protrudes from the rear panel. This area should always remain clear of obstructions. Do not enclose this area, in any manner. Failure to provide proper ventilation can cause equipment to malfunction.

A CAUTION

To prevent freezing of water piping, do not expose the 38QE indoor compressor section to ambient tempera tures below freezing.

Step 4—Install Domestic Water Heater Control Box.

The domestic water heater control box allows the 38QE heat pump to control the domestic water heating function. The tank elements are controlled by the 38QE such that the water heating is performed by the heat pump when possible and the tank elements are disabled.

Locate the control box adjacent to the Domestic water heat ing tank. The box will be wired in the branch circuit that

»!

supplies the power for the Electric Water Heater Tank. Con trol and sensor wiring will also be connected to the control box. Refer to wiring section of this manual for description of the wiring required.

Step 5—Install Domestic Water Heating Tank Tempera

ture Sensor Fitting. The tank temperature sensor is used to provide the 38QE

with the tank water temperature. This temperature is used to control and terminate the water heating mode.

The water temperature sensor fitting is installed into the tank drain-out fitting. Details describing the piping are con tained within the piping section of this manual.

Step 6—Install the Thermostat(s).

The system is designed to operate with Carrier/Parker Home-Zone® model thermostats and zoning deunpers. Refer to the installation instructions shipped with the Carrier/ Parker Home-Zone® accessories.

Step 7—Install Indoor Fan-Coil Section (40QE024,

40QE036 or 40QEH036). Refer to the installation instruction shipped with the 40QE

unit.

Step 8—Install Other Electrical Accessories, if any.

Refer to the individual instructions packaged with optional accessories (humidistat, humidifier, air cleaner, zone ther

mostats and dampers).

Also refer to the installation instructions supplied with the 40QE indoor unit.

PIPING CONNECTIONS

A system piping schematic is shown in Fig. 5 which illus trates both the refrigerant and domestic water heating con nections that are required.

Isolate interconnecting tubing from the framing and duct work or where tubing runs through stud spaces, enclosed ceiling or pipe chases. Use isoiation type hangers, since rigid fastening transmits pulsation to structure, creating

objectionable sound.

Step 9—Install Refrigerant Pipes

NOTE: Before making the 3/8" O.D. refrigerant line connec

tions at the indoor coil verify that the fittings do not con tain an AccuRater piston.

The 38QE system employes a unique electronic bi directional expansion valve, located within the compressor section, and does not require AccuRaters in either the indoor or outdoor section..

Refrigerant piping between sections may be made using accessory tubing packages or field-supplied tubing of refrig erant grade, correct size and condition.

If either refrigerant tubing or unit piping is exposed to atmospheric conditions for longer than 5 minutes, it must be evacuated to 1000 microns to eliminate contamination and moisture in the system.

All refrigerant tubes must be insulated with closed-ceU foam type insulation with a minimum waU thickness of 3/8". Fail ure to properly insulate refrigerant tubes adequately wUl degrade system performance and efficiency, as well as per mitting moisture or frost to form on the tubing surfaces during some operating modes. Insulation on the refrigerant lines at the compatible fittings should extend over the com patible fitting to prevent moisture from collecting on the fitting surface and freezing during low outdoor temperature operation. Freezing of the moisture on the compatible fit ting may cause damage to the fitting and refrigerant leakage.

Run refrigerant tubes as directly as possible, avoiding unnecessary turns and bends. Suspend refrigerant tubes so they do not damage insulation on liquid and vapor tubes and do not transmit vibration to structure. Also, when pass ing refrigerant tubes through walls, seal opening so vibra tion is not transmitted to structure. Leave some slack in refrigerant tubes between structure and units to absorb vibration.

A CAUTION

DO NOT BURY MORE THAN 3 FT OF REFRIGER ANT TUBING IN GROUND. If any section of tubing is buried, there must be a 6-in. vertical rise to valve con nections on outdoor unit. If more than the recom mended length is buried, refrigerant may migrate to the cooler buried section during extended periods of shut down. This causes refrigerant slugging and possibly compressor damage at start-up.

Compressor Section

Refrigerant piping on the 38QE differs from other Carrier triple split type systems. The refrigerant piping requires the installation of two (one 3/4-in. O.D. copper tube and one 3/8-in. O.D. copper tube) tubes between the compressor sec tion and each of the indoor and outdoor sections. A filterdrier, specified in Table 2 or supplied with unit, must be installed in the 3/8-in. indoor liquid fine within 12 ins. of the compressor section for noise control. Fig. 5 illustrates the various refrigerant tube connections on the compressor section.

3/4-in. O.D. refrigerant vapor tube to indoor coil 3/4-in. O.D. refrigerant vapor tube to outdoor coü 3/8-in. O.D. refrigerant liquid tube to indoor coil 3/8-in. O.D. refrigerant liquid tube to outdoor coü

The total refrigerant fine distance from the indoor fan coü to the outdoor unit shaU not exceed 50 equivalent ft (see Fig. 6).

Both the liquid and vapor connections have compatible fit tings. Compatible fittings permit mechanical (quickconnect), or sweat connections.

A. Mechanical connection (mate one set of connections at a time.)

1. Loosen nut on compatible fitting one turn. Do not remove.

2. Remove plug and be sure 0-ring is in groove inside compatible fitting.

3. Cut tubing to correct length. Deburr and size as necessary.

4. Insert tube into compatible fitting untü it bottoms. TIGHTEN NUT UNTIL IT BOTTOMS ON SHOUL DER OF FITTING OR VALVE. Keep tube bottomed in compatible fitting whüe tightening nut. Do not over tighten.

A CAUTION

If undersized, damaged or eUiptically-shaped tubing is used when making Compatible Fitting, leeiks may result.

B. Sweat connection—Use refrigerant grade tubing.

1. Remove locknut, and rubber 0-ring from inside of com patible fitting.

2. Cut tubing to correct length.

3. Insert tube into compatible fitting until it bottoms.

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