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
1.
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.
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-
6.
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
8.
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
RQ
RQ
RQ
OP
OP
)
RC RC
RC RC
RC
RC
RC RC
OP
OP
OP
OP
OP
RQ 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
F
(mm )
(IN.)
21-1/2" 546.1
G
(mm )
(IN.)
27-7/8" 708.0 8-3/16" 207 .9
A90214
H
(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
C
(mm)
(IN.)
3/4 19.05
3/4 19.05 3/4
(IN.)
3/4
Fig. 4—Indoor Compressor Section
D
(mm)
19.05 7/8 22.23 7/8
19.05 7/8 22.23 7/8 22.23 38QE936
(IN.)
E
(mm) (IN.)
F
(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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