Carrier 58BTA User Manual

HEATING & COOUNG

Upflow/Horizontal Oil Furnace

Installation, Start-up and Operating Instructions

FOR YOUR SAFETY

DO NOT STORE OR USE GASOLINE OR OTHER FLAMMABLE

VAPORS AND LIQUIDS IN THE VICINITY OF THIS OR ANY OTHER
APPLIANCE.

DO NOT ATTEMPT TO START THE BURNER WHEN EXCESS OIL HAS

ACCUMULATED, WHEN THE FURNACE IS FULL OF VAPOR OR WHEN
THE COMBUSTION CHAMBER IS VERY HOT.

58BTA

WARNING

For use with grade 2 Fuel Oil maximum. Do Not
use Gasoline, Crankcase Oil or any Oil containing
Gasoline!

CAUTION

Never burn garbage or paper in the heating systems
and never leave rags or paper around the unit.

CAUTION

These instructions are intended to be used by
qualified personnel who have been trained in
installing this type of furnace. Installation of this
furnace by an unqualified person may lead to
equipment damage and/or a hazardous condition
which may lead to bodily harm.

GENERAL

This furnace is a three position unit, in that it may be
operated in upflow, horizontal left-to-right, and horizontal
right-to-left air flow positions. Very few modifications are
required to change the furnace from one position to
another at the job site. The furnace is shipped in the
upflow configuration-instructions on changing to other
configurations are on page 6 of this document.

It is shipped as a packaged unit, complete with burner
and controls. It requires a line voltage (115VAC)
connection to the control box, a thermostat hook-up as
shown on the wiring diagram, oil line connection(s),
adequate ductwork, and connection to a properly sized
vent.

The air handling capacity of this furnace is designed for
cooling air flow. Refer to Figure 6 for the expected
airflows at various external duct static pressures.

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

Book 14' PC 101
Tab 6a 8a

Catalog No. 565-878

Printed in U.S.A. Form 58BTA-1SI

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Replaces; New

IMPORTANT: All local and national code requirements

governing the installation of oil burning equipment, wiring
and flue connections must be followed. Some of the
codes (issued by the Canadian Standards Association,
the National Fire Protection Agency, and/or the American
National Standards Institute) that may be applicable are:

CSA B139
ANSI/NFPA 31
ANSI/NFPA 90B WARM AIR HEATING AND AIR
ANSI/NFPA 211

ANSI/NFPA 70
CSA C22.1

Only the latest issues of the above codes should be used,
and are available from either:

The National Fire Protection Agency

Batterymarch Park

Qunicy, MA 02269

INSTALLATION CODE FOR OIL
BURNING EQUIPMENT
INSTALLATION OF OIL BURNING
EQUIPMENT

CONDITIONING SYSTEMS

CHIMNEYS, FIREPLACES, VENTS
AND SOLID FUEL BURNING
APPLIANCES
NATIONAL ELECTRICAL CODE
CANADIAN ELECTRICAL CODE

attic instailation. As this unit may be installed as an
upflow or horizontal furnace, it may be located in a
basement, on the same level as the area to be heated,
suspended, or in a crawlspace. In any case, the unit
should always be installed level.

In a basement, or when installed on the floor (as in a
crawlspace), it is recommended that the unit be installed
on a concrete pad that is 1" to 2" thick.

When installed in a horizontal position, the furnace may
be suspended by using an angle iron frame, as long as
the total weight of both the furnace and the frame are
allowed for in the support calculations. (Other methods of
suspending are acceptable.)

The required minimum clearances for this furnace in all
positions are specified in Figure 5.

The furnace should be located as close as possible to the
chimney or vent in order to keep vent connections short
and direct. The furnace should also be located as near
as possible to the center of the air distribution system.

or The Canadian Standards Association

178 Rexdale Blvd.
Rexdale, Ontario M9W 1R3

LOCATION

WARNING

This furnace is not watertight and is not designed for
outdoor installation. This furnace shall be installed
in such a manner as to protect the electrical
components from water. Outdoor installation would
lead to a hazardous electrical condition and to
premature furnace failure.

CAUTION

For an attic installation it is important to keep
insulation 12" or more away from any furnace
openings. Some types of insulating materials may
be combustible.

Air for Combustion and Ventilation:

This furnace should be installed in a location in which the
facilities for ventilation permit satisfactory combustion of
oil, proper venting and the maintenance of ambient
temperature at safe limits under normal conditions of use.
The location should not interfere with proper circulation of
air within the confined space.

In addition to air needed for combustion, process air shall
be provided as required for: cooling of equipment or
material, controlling dew point, heating, drying, oxidation
or dilution, safety exhaust and odor control.

In addition to air needed for combustion, air shall be
supplied for ventilation, including all air required for
comfort and proper working conditions for personnel.

The barometric draft regulator, included with the furnace,
shall be installed in the same room or enclosure as the
furnace in such a manner as to prevent any difference in
pressure between the regulator and the combustion air
supply.

Air requirements for the operation of exhaust fans, kitchen
ventilation systems, clothes dryers, and fireplaces shall be
considered in determining the adequacy of a space to
provide combustion air requirements.

This furnace is approved for reduced clearances to
combustible construction, therefore, it may be installed in
an alcove or similar enclosure. It is also approved for

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In unconfined spaces in buildings of conventional frame,
brick or stone construction infiltration may be adequate to
provide air for combustion, ventilation and dilution of flue

/--xgases. This determination must be made on an individual

( hstallation basis and must take into consideration the

overall volume of the unconfined space, the number of
windows and ventilation openings, the number of doors to
the outside, internal doors which can close off the
unconfined space and the overall tightness of the building
construction.

Many new buildings and homes (and older ones that have
been weatherized) must be considered as being tight
construction and, therefore, infiltration will not be sufficient
to supply the necessary air for combustion and ventilation.

A building can be considered as being of tight
construction when:

a. Walls and ceilings exposed to the outside

atmosphere have a continuous water vapor
retarder with a rating of one perm or less with
openings gasketed or sealed and /or

b. Weatherstripping has been added on operable

windows and doors, and/or

c. Caulking or sealants are applied to areas such as

joints around window and door frames, between
sole plates and floors, between wall-ceiling joints,
between wall panels, at penetrations for
plumbing, electrical and fuel lines and at other
openings.

If combustion and ventilation air must be supplied to an

unconfined space from outside, an opening with a free
area of not less than one square inch per 1,000 BTU per

hour of total input of all appliances within the unconfined
space (but not less than 100 square inches) must be
provided. This opening must be located such that it can

not be blocked at any time.

When ducts are used to supply air, they must be of the
same cross sectional area as the free area of the
openings to which they connect.

The minimum dimension of rectangular air ducts must not
be less than 3 inches.

In calculating free area, consideration shall be given to
the blocking effect of louvers, grilles or screens protecting
openings. Screens used shall not be smaller than 1/4
inch mesh and shall be readily accessible for cleaning.

If the free area through a design of louvered or grille is
known, it shall be used in calculating the size design and
free area specified. If the design and free area is not
known, it may be assumed that wood louvers will have 20
percent free area and metal louvers and grilles will have
60 percent free area. Louvers shall be fixed in the open
position or interlocked with the furnace so they are
opened automatically at furnace start-up and remain open
during furnace operation.

WARNING

Do not block the combustion air openings in the
furnace. Any blockage will result in improper
combustion and may result in a fire hazard and/or
cause bodily harm.

Ductwork Recommendations:

The proper sizing of warm air ducts is necessary to insure

satisfactory furnace operation. Ductwork should be in

accordance with the latest editions of NFPA-90A

(Installation of Air Conditioning and Ventilating Systems)

and NFPA-90B (Warm Air Heating and Air Conditioning

Systems) or Canadian equivalent.

For a confined space, where air is taken from an interior

space, two permanent openings of equal area are

required. One opening must be within 12" of the ceiling

and the other within 12" of the floor. Each opening must

have a free area of at least 1 sq. inch per 1,000 BTU of

total input rating but no less than 100 sq. inches.

If outside air is supplied to a confined space, then the two
openings must be equal and located as above and the
free area of each must be:

1. 1 sq. inch per 4,000 BTU of total rating when the
air is directly communicated from the outdoors.

2. 1 sq. inch per 4,000 BTU of total input rating

\ when the air is brought in through vertical ducts.

3. 1 sq. inch per 2,000 BTU of total input rating
when the air is transferred through horizontal
ducts.

The supply ductwork should be attached to the flanged

opening provided at the discharge end of the furnace.
See Figure 7 for the dimensions of this opening.

Knockouts are provided on both sides of the furnace to
facilitate the side panel cut out required to assemble the
return ductwork. This can be done on either the right or

the left side of the furnace. See Figure 7 for location and

dimensions. Undersized cut-outs will adversely affect the
airflow capability of the furnace.

When the provided external filter rack is used, the return
air duct should be attached as per Figure 9.

Provision is also made on this furnace for a bottom return

air duct. (We recommend the use of this opening for

horizontal installations.) The specifications for this

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opening are also illustrated in Figure 7. If the bottom
return is not used, a field-supplied galvanized steel filler
plate should be used to block off the opening.

The following recommendations should be followed when
installing the ductwork:

1. Install locking type dampers in ail branches of the
individual ducts to balance out the system.
Dampers should be adjusted to impose the
proper static at the outlet of the furnace.

2. A flexible duct connector of noncombustible
material should be installed at the unit on both
the supply and return air system. In applications
where extremely quiet operation is necessary, the
first 10 feet (if possible) of supply and return
ducts should be internally lined with acoustical
material.

WARNING

The coil MUST be installed on the air discharge side
of the furnace. Under no circumstances should the air
flow be such that cooled, conditioned air can pass
over the furnace heat exchanger. This will cause
condensation in the heat exchanger and possible
failure of the heat exchanger which could lead to a fire
hazard and/or a hazardous condition which may lead
to bodily harm. Heat exchanger failure due to
improper installation may not be covered by warranty.

2. In parallel flow installation, dampers must be
provided to direct air over the furnace heat
exchanger when heat is desired and over the
cooling coil when cooling is desired.

3. In cases where the return air grille is located
close to the fan inlet, there should be at least one
90° air turn between fan inlet and grille. Further
reduction in sound level can be accomplished by
installing acoustical air turning vanes or lining
duct as described in item 2 above.

4. When a single air grille is used, the duct between
grille and furnace must be the same size as
return opening in furnace.

CAUTION

Return air grilles and warm air registers must not be
obstructed.

WARNING

When supply ducts carry air circulated by the furnace
to areas outside the spaces containing the furnace,
the return air shall also be handled by a duct sealed to
the furnace casing and terminating outside the space
containing the furnace. Incorrect ductwork termination
and sealing will create a hazardous condition which
could lead to bodily harm.

IMPORTANT: The dampers should be adequate to

prevent cooled air from entering the
furnace, and if manually operated,
must be equipped with the means to
prevent operation of either the
cooling unit or furnace unless the
damper is in the full cool or heat
position.

Venting Instructions:

Venting of the furnace should be to the outside and in
accordance with local codes or requirements of the local
utility.

OIL FIRED APPLIANCES SHALL BE CONNECTED TO
FLUES HAVING SUFFICIENT DRAFT AT ALL TIMES
TO ENSURE SAFE AND PROPER OPERATION OF
APPLIANCE.

For additional venting information refer to ANSI/NFPA 211
Chimney. Fireplaces. Vents and Solid Fuel Burning
Appliances and/or CSA B139 Installation Code.

When installing the furnace with cooling equipment for

year round operation, the following recommendations
must be followed for series or parallel air flow:

1. In series air flow applications, the coil is mounted
after the furnace in an enclosure in the supply air
stream. The furnace blower is used for both
heating and cooling air flow.

This furnace is certified for use with Type "L" vent

(maximum flue gas temperature 575°F).

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Pre-Installation Vent System Inspection:

Before this furnace is installed, it is highly recommended

;"^^that any existing vent system be completely inspected.

For any chimney or vent, this should include the following:

1. Inspection for any deterioration in the chimney or
vent. If deterioration is discovered, the chimney
must be repaired or the vent must be replaced.

2. Inspection to ascertain that the vent system is
clear and free of obstructions. Any blockage
must be cleared before installing this furnace.

3. Cleaning the chimney or vent if previously used
for venting a solid fuel burning appliance or
fireplace.

4. Confirming that all unused chimney or vent
connections are properly sealed.

5. Verification that the chimney is properly lined and
sized per the applicable codes. (Refer to list of
codes on page 2.)

Masonry Chimney:

This furnace can be vented into an existing masonry
chimney. This furnace must not be vented into a chimney
servicing a solid fuel burning appliance. Before venting

) this furnace into a chimney, the chimney must be checked

for deterioration and repaired if necessary. The chimney
must be properly lined and sized per local or national
codes.

If the furnace is vented into a common chimney, the
chimney must be of sufficient area to accommodate the
total flue products of all appliances vented into the
chimney.

The following requirements are provided for a safe venting
system:

the highest point where it passes through a roof
of a building and at least two (2) feet higher than
any portion of a building within a horizontal
distance of ten (10) feet. It shall also be
extended at least five (5) feet above the highest
connected equipment flue collar.

10. Check local codes for any variance.

Factory Built Chimneys:

May use listed factory built chimneys. Refer to chimney
manufacturers instructions for proper installation.

Horizontal Venting ”150 Size Only"!:

This furnace may be horizontally vented through an
outside wall when installed with the following auxiliary
inducer blower:

Tjernlund Products, Inc. Model SS1C

available from:

Tjernlund Products, Inc.

1601 Ninth Street

\A/hite Bear Lake, MN 55110-6795

NOTE: An isolation relay should be used to allow proper

operation of the ignition control with the auxiliary
blower. Instructions for connecting the relay are
included in the Tjernlund blower.

CAUTION

USE METALLIC VENT PIPE, ONLY! PLASTIC VENTING MATERIALS ARE PROHIBITED!

1. Be sure that the chimney flue is clear of any dirt
or debris.

2. Be sure that the chimney is not servicing an open
fireplace.

3. Never reduce the pipe size below the size of the
furnace flue pipe.

4. All pipe should be supported using the proper
clamps and/or straps. These supports should be
at least every four (4) feet.

5. All horizontal runs of pipe should have at least a
1/4" per foot of upward slope.

6. All runs of pipe should be as short as possible
with as few turns as possible.

7. Seams should be tightly joined and checked for
leaks.

8. The flue pipe must not extend into the chimney
but be flush with the inside wall.

9. The chimney must extend three (3) feet above

Oil Burner:

This furnace is supplied with a high pressure atomizing
retention head type burner (for use with not heavier than
grade 2 Fuel Oil). The air tube length, from the face of
the mounting plate to the extreme face of the end cone,
should be seven (7) inches.

Lubricate the burner motor with SAE 10 oil. Once each
year, pour two (2) teaspoons of oil slovviy into each oil
cup.

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Oil Connections:

Complete instructions for installation of the fuel oil piping
will be found in the oil burner installation instructions
included with the furnace.

Oil line entry holes are produced in the side panels and
top panel. Two holes are provided in each location, so
that a two-pipe system may be used if desired. See

Figure 1 below.

Oil Connection Entry Holes

Figure 1

An oil filter should be used with all oil burners, installed as
close as possible to the burner.

WARNING

TTie unit cabinet must have an uninterrupted or
unbroken electrical ground to minimize personal injury

if an electrical fault should occur. A green ground
screw is provided in the control box for this
connection.

Use copper wire only for 115V supply service to unit.

Metallic conduit (where required/used) may terminate at
the side panel of the unit. It is not necessary to extend
the conduit inside the unit from the side panel to the
control box.

When replacing any original furnace wiring, use only 105
degree C, 16 AWG copper wire.

Instructions for wiring the thermostat are packed in the
thermostat (field supplied) box. Make the thermostat
connections as shown in Figure 10 at the 24 volt terminal
board on the control box.

When installing optional accessories to this appliance,
follow the manufacturer's installation instructions included
with the accessory. Other than wiring for the thermostat,
wire with a minimum of type "T" insulation (63°F rise)
must be used for accessories.

Barometric Draft Control:

The barometric draft control shipped with the furnace
must be used with the furnace to insure proper operation.
Instructions for installing the control are packed with the
control. Refer also to Figure 8 on page 14 for suggested
locations.

Electrical:

The appliance must be installed In accordance with
current ANSI/NFPA 70 National Electrical Code, CSA
C22.1 Canadian Electrical Code Part 1 and/or local
codes.

The control system depends on the correct polarity of the
power supply. Connect "HOP' wire (H) and "NEUTRAL"

wire (N) as shown in Figure 10.
A separate line voltage supply should be used with a

fused disconnect switch or circuit breaker between the
main power panel and the unit. See Figure 10.

Filters:

An external filter rack is provided as standard equipment
with this furnace. The assembly and installation of this
filter rack is shown in Figure 9.

To Change from Upflow to Horizontal:

• Remove the burner from the unit by removing the
three burner mounting nuts. Prevent putting

undue strain on burner wiring. (It may be
necessary to disconnect the burner wiring in
some cases.)

Note that the three burner mounting studs are in
the "nine, twelve, and three" o'clock positions on
the burner mounting plate.

Place the furnace in the installation position (i.e.,
on its side). Remove the burner mounting stud
that is now in the six o’clock position (See
Illustrations A & B). Reinstall the stud in the
other open position on the mounting plate, so that

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