Carrier Thermostat User Manual

Programmable Thermostats
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Installation, Start-Up, and Operating Instructions
NOTE: Read the entire instruction manual before starting the
installation. This symbol indicates a change since the last issue.
INDEX
Page
SAFETY CONSIDERATIONS.....................................................1
INTRODUCTION..........................................................................1
INSTALLATION......................................................................2-12
Location.....................................................................................2
Set DIP Switches......................................................................2
Install Thermostat..................................................................2-3
Set Thermostat Configuration...............................................3-4
Check Thermostat Operation ................................................4-5
Final Settings ............................................................................5
Checklist....................................................................................5
WIRING DIAGRAMS .............................................................6-12
OPERATIONAL OPERATION..................................................13
TROUBLESHOOTING ...............................................................13
CONFIGURATION RECORD....................................................14
SAFETY CONSIDERATIONS
Read and follow manufacturer instructions carefully. Follow all local electrical codes during installation. All wiring must conform to local and national electrical codes. Improper wiring or installa­tion may damage thermostat.
Recognize safety information. This is the safety-alert symbol When you see this symbol on the equipment and in the instruction manual, be alert to the potential for personal injury.
Understand the 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 a hazard 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.
INTRODUCTION
Carrier’s 7-day programmable thermostats are wall-mounted, low­voltage thermostats which maintain room temperature by control­ling the operation of a heating and air conditioning system. Separate heating and cooling setpoints, plus auto changeover allow setback programming for maximum energy savings. All of the thermostats allow up to 4 time/temperature settings to be pro­grammed per 24 hr period and store programs for 7 independent days. Batteries are not required; during a power interruption, the internal memory stores programs for an unlimited time and the clock continues to run for at least 72 hrs.
INSTALLATION CONSIDERATIONS
Power Note that all TSTAT models require no batteries and are not
"power stealing". They do require 24VAC (R and C terminals) to be connected for proper operation. Thermostat will not operate without these 2 connections.
HEIGHT (IN.) WIDTH (IN.) DEPTH (IN.)
4-1/4 7-1/2 1-3/8
Fig. 1—Carrier Programmable Thermostat
.
Models There are 3 different models. The 9th and 10th letters of the part
number indicate the model. These 2 letters appear on the package and on the circuit board. Be sure to have the proper thermostat for the intended application. Models are:
AC - 1-stage cool, 1-stage heat - for AC systems only. HP - 1-stage cool, 2-stage heat - for either HP or AC with 2-stage
heat.
2S - 2-stage cool, 2-stage heat - for 2-speed AC systems, or
2-stage cool, 3-stage heat - for 2-speed HP systems, or 1-stage cool, 4-stage heat - for 1-speed HP with special 3-stage electric heat.
Use each only for its intended purpose. (See Table 1.) Outdoor Temperature Sensing
Step 1—Thermostat Location
Thermostat should be mounted:
• Approximately 5 ft (1.5m) from floor.
As an ENERGY STAR Partner, Carrier Corporation has determined that this product meets the ENERGY STAR guidelines for energy efficiency.
INSTALLATION
A98426
Manufacturer reserves the right to discontinue, or change at any time, specifications or designs without notice and without incurring obligations.
Book 1 4 Tab misc. misc.
PC 101 Catalog No. 03TS-TA2 Printed in U.S.A. Form TSTAT-15SI Pg 1 9-98 Replaces: TSTAT-10SI
• Close to or in a frequently used room, preferably on an inside partitioning wall.
• On a section of wall without pipes or duct work.
Thermostat should NOT be mounted:
• Exposed to direct light and heat from a lamp, sun, fireplace, or other temperature-radiating object which may cause a false reading.
• In areas with poor air circulation, such as behind a door or in an alcove.
Step 2—Set DIP Switches
There is a 4 section DIP switch within the thermostat which must be properly set by the installer. It is easiest to set these 4 switches before the thermostat is mounted to the wall, so STOP and complete the following steps:
1. Open hinged thermostat cover.
2. Remove cover completely by snapping it apart at hinge.
3. Open thermostat by pressing back half of the right end of plastic case inward while, at the same time, pulling front and back halves apart at the right end. The 2 halves will swing apart.
4. Snap hinge apart to completely separate the 2 halves.
5. Switches are located in upper right corner of circuit board. To change switch position, use corner of a small screwdriver to slide switch to opposite position.
6. After switches have been set, do not reassemble the 2 halves. The rear plastic will be first mounted to wall.
Switch A - Zoning Select (Active on all models) This switch selects or defeats the 4 cycles per hour limit and a
5-minute compressor timeguard. These timers MUST be enabled for normal operation and disabled for zoning applications. (In zoning applications the zone control center performs these timing functions.) TO SET: OFF— for normal operation. This is the factory default. ON—for zoned installations ONLY.
Switch B - Setback Recovery (Active on all models) Selects between normal and smart recovery from setback. Normal
recovery changes to the new setpoint at the programmed time. Smart recovery, which is active in heating mode only, starts earlier and adjusts the setpoint slowly so that room temperature will arrive at the programmed temperature at the programmed time. TO SET: OFF—for smart recovery. This is the factory default. ON—for normal recovery.
Switch C - HP/AC Select (Active on HP and 2S models only) Use to select between AC and HP installations. HP and 2S models
have an extra relay to control the HP reversing valve. When a HP thermostat is placed in the AC mode, this extra relay is converted to a second stage heat output. This allows thermostat control of 2-stage furnaces or 2-stage strip heat with AC systems. (AC mode also uses W rather than Y for first-stage heat.) TO SET: OFF—for HP applications. Extra relay controls reversing valve. This is factory default. ON—for AC applications. Extra output can be used for 2-stage heat.
Switch D - Intelligent Heat Staging Select
(Active on 2S models only)
This switch converts a 2-speed heat pump thermostat with 1 stage of auxiliary heat into a 1-speed heat pump thermostat with 3 stages of auxiliary heat for comfortable leaving air temperature. It requires selected heaters with 2:1 ratio element sizes plus an FK, FV, 40FKA fan coil. Refer to variable-speed fan coil literature for details. TO SET: OFF—for normal 2-speed operation. This is factory default. ON—for intelligent 3-stage heat with FK, FV, 40FKA fan coil.
Step 3—Install Thermostat
Before installing thermostat, turn off all power to unit. There may be more than 1 power disconnect. Electrical shock can cause personal injury or death.
1. Turn OFF all power to unit.
2. If an existing thermostat is being replaced: a. Remove existing thermostat from wall. b. Disconnect wires from existing thermostat, 1 at a time. Be
careful not to allow wires to fall back into the wall.
c. As each wire is disconnected, record wire color and
terminal marking.
d. Discard or recycle old thermostat.
NOTE: Mercury is a hazardous waste and MUST be disposed of properly.
3. Open thermostat rear door (mounting base) to expose mount­ing holes. The base can be removed to simplify mounting. Snap apart carefully at hinge to separate mounting base from remainder of thermostat.
4. Route thermostat wires through large hole in mounting base. Level mounting base against wall (for aesthetic value only—thermostat need not be leveled for proper operation) and mark wall through 2 mounting holes.
5. Drill two 3/16-in. mounting holes in wall where marked.
6. Secure mounting base to wall with 2 screws and anchors provided, (additional anchoring holes available for more secure mounting if needed) making sure all wires extend through hole in mounting base.
7. Adjust length and routing of each wire to reach proper terminal and connector block on mounting base with 1/4 in. of extra wire. Strip only 1/4 in. of insulation from each wire to prevent adjacent wires from shorting together when con­nected.
8. Match and connect equipment wires to proper terminals of the connector blocks. (See Table 1, and Fig. 2 through 24.) Both R and C must be connected for proper thermostat operation.
Improper wiring or installation may damage the thermostat. Check to make sure wiring is correct before proceeding with installation or turning on unit.
9. Push any excess wire into wall and against mounting base. Seal hole in wall to prevent air leaks. Leaks can affect operation.
10. Snap hinge back together.
11. Close thermostat assembly making sure pins on back of circuit board align with sockets in connector.
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INDOOR
UNIT
1-Stage
Furnace
2-Stage
Furnace
Typical Fan Coil
Variable-Speed
(FK, FV, 40FKA)
Fan Coil
Table 1—Model Selection and Wiring Diagram Chart
AIR CONDITIONER HEAT PUMP
1 Speed 2 Speed 1 Speed 2 Speed
Model AC
See Fig. 3
Model AC
See Fig. 5
Model AC
See Fig. 15
Model AC
See Fig. 2
Model HP
See Fig. 4
Model HP
See Fig. 6
Model HP
See Fig. 16
Model 2S
See Fig. 8
Model 2S
See Fig. 9
Model 2S
See Fig. 10
Model 2S
See Fig. 17
Requires Dual Fuel Ther-
Requires Dual Fuel Ther-
mostat
mostat
Model HP
See Fig. 7
Model 2S
See Fig. 14
Model 2S
See Fig. 11
Model 2S
See Fig. 12
Model 2S
See Fig. 13
Model 2S
See Fig. 18
12. Turn ON power to unit.
On power up, all display segments will light for 5 sec. For the next 5 sec, a 2-digit code appears on large display which identifies thermostat configuration:
1. AC—for 1-speed air conditioner
2. HP—for 1-speed heat pump
3. A2—for 2-speed air conditioner
4. H2—for 2-speed heat pump
5. HS—for intelligent heat staging with FK, FV, 40FKA Fan Coil and 1-speed heat pump
Step 4—Set Thermostat Configuration
Configuration options, like DIP switch settings, are intended to be selected at installation and normally are not modified by the homeowner. These options are not discussed in the Homeowner’s Manual and therefore must be made as part of the installation. A special procedure allows entry into the configuration mode. While in configuration mode, 7 selections can be made. A description of each of these and how to use the configuration mode follows.
CONFIGURATION OPTIONS — SUMMARY: Option 01—Anticipator adjustment Option 02—Clean filter timer adjustment Option 03—Fahrenheit or Celsius operation Option 04—Enable fan (G) ON with any heat (W) Option 05—07—Not applicable Option 08—Auxiliary heat lockout temperature adjustment Option 09—12—Not applicable Option 13—Room temperature offset adjustment Option 14—Not applicable Option 15—Enable AUTO mode
TO ENTER CONFIGURATION MODE: Press and hold FAN button for approximately 10 sec until COOL
set point display indicates a flashing 01. The thermostat is now in configuration mode. It will automatically exit this mode if no button is pressed for 3 minutes. Pressing END button will exit configuration mode immediately.
WHILE IN CONFIGURATION MODE: The upper small (COOL set point) display indicates selected
press SET TIME/TEMP button once. The large display will now flash, indicating that up and down buttons now control available choices within that option. Each press of SET TIME/TEMP button switches between available option (small display) and available selections within each option (large display).
CONFIGURATION OPTIONS — SELECTION: Option 1—Anticipator Adjustment This adjustment controls sensitivity and cycle rate of thermostat.
Higher numbers decrease sensitivity and slow cycle rate. Lower numbers increase sensitivity and cycle rate. However, a limiting feature will not allow more than 4 cycles per hr, regardless of setting. Anticipator values can range from 1 to 9. Factory default is 3. This default setting will provide optimum performance in nearly all installations. Try it first. Do not change setting unless there is evidence of the need to do so.
Unlike conventional anticipators, this setting is not determined by current draw. There is no need to measure, know, or compensate for current draw. There is also no droop with this thermostat. Regardless of setting and number of stages, both heating and cooling will control to their respective set points.
TO ADJUST:
1. Enter configuration mode if not already there. See above. The upper small (COOL set point) display will be flashing 01. If not, use up and down buttons to move it to 01.
2. Press SET TIME/TEMP button once to flash current selection of 1, 2, 3, 4, 5, 6, 7, 8, or 9 on large display. Factory default is 3.
3. Use up and down buttons to move between available choices.
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 2—Clean Filter Timer Select hours of blower operation (heating, cooling, or fan) before
CLEAN FILTER icon is displayed. With OFF selected, icon will never come on, disabling this feature. Time selection can range from 400 to 3600 hr by selecting numbers 1 through 9. (Time is 400 X number selected.) Factory default is 2 (800 hr). Recom­mended selections are: disposable filter—400 to 800 hr, media filter—1200 to 1600 hr, or electronic air cleaner—1600 to 2400 hr of blower operation.
TO SELECT OR ADJUST:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 02.
2. Press SET TIME/TEMP button once to flash the current selection of OF, 1, 2, 3, 4, 5, 6, 7, 8, or 9 on large display. Factory default is 2.
3. Use up and down buttons to move between available choices.
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4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 3—Fahrenheit or Celsius Operation Select between Fahrenheit and Celsius operation. Factory default
is Fahrenheit. TO SELECT OR ADJUST:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 03.
2. Press SET TIME/TEMP button once to flash current selection of F or C. Factory default is F.
3. Use up and down buttons to move between F and C on large display.
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 4—Enable Fan (G) On With Any Heat (W) This selection determines whether the G (fan) output is to be on or
off when any W (furnace or strip heat) output is ON. Most fan coils manage their own blowers and do not require a separate G signal. For these applications, select OF (off). Some auxiliary heaters require a separate G signal to turn on the blower. In this case, select ON. Factory default is OF.
TO SELECT:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 04.
2. Press SET TIME/TEMP button once to flash currect selection of OF or ON. Factory default is OF.
3. Use up and down buttons to move between OF and ON on large display.
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 8—Auxiliary Heat Lockout Temperature Present in heat pump and 2-speed models only when configured as
a heat pump. Outdoor temperature sensor must be attached. This option allows selection of an outdoor temperature of 5 through 55°F in 5° steps (or equivalent values in C), or OF (off). Auxiliary heat is prevented from operating for outdoor temperatures above the selected temperature. If OF (off) is selected, auxiliary heat is allowed at all outdoor temperatures. If selected, emergency heat (EHEAT) overrides this feature. Factory default is OF.
TO SELECT:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 08.
2. Press SET TIME/TEMP button once to flash large display.
3. Use up or down buttons to move between OF, 5, 10, 15, 20, 25, 30, 35, 40, 45, 50, or 55 on large display. Factory default is OF.
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 13—Room Temperature Offset Adjust This option allows calibration (or deliberate miscalibration) of
room temperature sensor. There are various reasons why home­owners may want to have displayed temperature adjusted to a
TO SELECT:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 13.
2. Press SET TIME/TEMP button once to flash large display.
3. Use up or down buttons to move between -5, -4, -3, -2, -1, 0, 1, 2, 3, 4, or 5 on large display. Factory default is 0.
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Option 15—Enable Auto Mode This option allows the installer to enable or disable AUTO mode
(automatic changeover between heat and cool). When disabled, AUTO icon does not appear when successive presses of MODE button are used to move between OFF, HEAT, COOL, and EHEAT (in heat pump systems). Factory default is ON (AUTO enabled).
TO SELECT:
1. Enter configuration mode if not already there. See above. Use up and down buttons to make small (now flashing) display indicate 15.
2. Press SET TIME/TEMP button once to flash large display.
3. Use up and down buttons to move between OF and ON on large display. Factory default is ON (AUTO enabled).
4. Press SET TIME/TEMP button again to flash upper small display for selection of another option, or press END to exit configuration mode.
Step 5—Check Thermostat Operation
Before doing the checkout, press HOLD button to turn on HOLD icon, locking thermostat in hold mode. This will assure set points don’t change during the checkout. Outputs for each stage of operation are listed in Table 2. In the table, the actual use of each terminal is underlined for terminals having double use.
TO TEST THE FAN:
1. Press FAN button. The fan ON icon and the G output will go on within a few seconds, causing fan to operate.
2. Pressing FAN button again will turn off the G output and turn off fan AUTO icon.
TO TEST COOLING: Press MODE button until COOL icon under it turns on. Press
down button until cool set point (upper right 2 digit display with COOL now flashing under it) is 2° or 3° below room temperature. This will create a cooling demand. A small triangle to the left of this COOL icon will flash or come on continually. Flashing means the equipment is going to turn on but is presently being held off by a system timer. (See Operational Information for timer descrip­tions.) Defeat the timer by pressing INCREASE TEMPERATURE button (up and FAN buttons together). This will make the triangle
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stay on and turn Cool Stage 1 on. For actual outputs, refer to Table 2, making sure the correct row from the table is selected. To turn off, raise cooling set point above the room temperature. Cool Stage 1 and the triangle will turn off within a few seconds.
If system has 2 cooling stages, it will start on Cool Stage 1 and proceed to Cool Stage 2, 15 minutes later due to a staging timer which requires 15 minutes between successive stages. The IN­CREASE TEMPERATURE button (up and FAN buttons) cannot be used to defeat this timer. This timer can be defeated by reducing the set point to more than 5° below room temperature, bringing on a Cool Stage 2 demand within 5 seconds. Remember: 2 stage cooling units often have a 1 minute off time between lo and high, so the thermostat’s demand will not show immediately as a change in the outdoor unit. It will show immediately as an increase in the indoor fan speed.
TO TEST HEATING: Press MODE button until HEAT icon under it turns on. Press up
1. To turn off, reduce heating set point below room temperature. The heating and the triangle will turn off within a few seconds.
If the system has multiple heat stages, it will start on Heat Stage 1 and proceed to Heat Stage 2, 15 minutes later due to a staging timer which requires 15 minutes between successive stages. The INCREASE TEMPERATURE button (up and FAN buttons) cannot be used to defeat this timer. If set point is raised more than 5° above room temperature, the staging timer is defeated and the thermostat will call for higher stages within 5 sec. Use this method if there are only 2 stages of heat. If more than 2 stages of heat are available, do not use this method because once the demand exceeds 5°, the thermostat may jump to the highest stage. With more than 2 stages available, let the timer advance one stage every 15 minutes.
TO TEST EMERGENCY HEAT (heat pump systems only): To test, press MODE button until EHEAT icon turns on. This will
allow operation of auxiliary heat only. Raising set point above room temperature will turn on the first stage of auxiliary heating (W/W1). Raising set point more than 5° above room temperature will advance to full heat, if it is available (O/W2 or Y1/W2 will come on—see Table 2). Reducing set point below room tempera­ture will turn all heat off.
Step 6—Final Settings
1. Assuming the system is to be left in operation after the installation is complete, use MODE button to select between HEAT, COOL, EHEAT, or AUTO to provide the desired operation of heating, cooling, or both.
2. The default set points and programmed schedule conform to the Energy Star requirements of the U.S. Department of Energy for both heating and cooling. These provide energy saving temperature settings.
3. Turn on HOLD if fixed set points are to be used. If the programmed schedule is to be used, make sure the HOLD icon is off.
4. For further information on temperature selection and program­ming, refer to Homeowner’s Manual.
5. If AUTO mode is to be used, be sure both heat and cool set points are properly adjusted.
6. The FAN button may be used to select between AUTO (fan on only with equipment) and FAN (fan on continuously) fan modes.
Step 7—Checklist
1. Put away tools and instruments, and clean up debris.
2. Review Homeowner’s Guide with owner.
3. Leave literature packet with owner.
4. Fill out and return survey card.
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