JELD-WEN JII022 User Manual

IMPORTANT INFORMATION AND GLOSSARY

INSTALLATION INSTRUCTIONS

for Custom and Premium Pocket Windows (JII022)

Thank you for selecting JELD-WEN products. Attached are
JELD-WEN’s recommended installation instructions for pocket
(replacement) double-hung, casement, awning, picture or transom
windows, designed to be installed into an existing window frame.
Pocket windows may be installed from either the exterior or
interior. Exterior detail work is needed in both installation types.

Read these installation instructions thoroughly before beginning. They
are designed to work in most existing applications. However, existing
conditions may require changes to these instructions. If changes are
needed, they are made at the installer’s risk. For installations other than
indicated in these instructions, contact a building professional.

Not all windows can be installed into every wall condition in all areas.
Consult your local building department for applicable building codes
and regulations (particularly regarding minimum egress requirements).
Local building code requirements supersede recommended installation
instructions.

The installation of a pocket window will not eliminate installation or
maintenance problems with an existing window. Problems such as wood
decay and water leaks around the existing frame must be investigated
and xed prior to installing a pocket window.

Please Note! Installation such that the window sill is higher than 35

feet above ground level or any window installation into a condition
not specically addressed in these instructions must be designed by an
architect or structural engineer.

Failure to install into a square, level and plumb condition could result in
denial of warranty claims for operational or performance problems.

Note to Installer: Provide a copy of these instructions to the building

owner.

By installing this product, you acknowledge the terms and conditions of
the limited product warranty as part of the terms of the sale.

The exterior trim (casing) around the existing window opening may
be painted a color of your choice. However, optional color matched
cladding to cover this trim is available for purchase and professional
installation. Discuss with your dealer.

Estimated Install

Time for New

Construction

Professional: 1.5 hr.

First Time: 4.0 hr.

Experienced: 2.5 hr.

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GLOSSARY

Backer Rod (backing material)

A material (e.g. foam rod), placed into a joint primarily to control the
depth of the sealant.

Butt Joint

The joint of two square edges united without overlapping.

Check Rail

In a double-hung window, the bottom rail of the upper sash (upper
checkrail) and the upper rail of the lower sash, where the lock is
mounted (lower checkrail).

Clad

Pre-painted formed metal covering the exterior surface(s) of some
wood windows.

Double-Hung Window Balance System

A system of ropes and pulleys (older) or springs (newer) used to
counter-balance the weight of a sash.

Miter Joint

Joint made by joining two parts with 45° angles, to form a corner at a 90° angle.

Pilot Hole

A drilled hole that is no larger than the body of the screw (minus the
threads).

Sash

An assembly comprised of stiles (vertical pieces), rails (horizontal pieces)
and the window’s glass.

Transom

Typically a xed/picture window mounted above another window or door.

SAFETY AND HANDLING

SAFETY

• Read and fully understand ALL manufacturers’ instructions before
beginning.

• Do not work alone. Two or more people are required. Use safe lifting
techniques.

• Use caution when handling glass. Broken or cracked glass can cause
serious injury.

• Wear protective gear (e.g. safety glasses, gloves, ear protection, etc.).

• Operate hand/power tools safely and follow manufacturer’s operating
instructions.

• Use caution when working at elevated heights.

• Windows in older homes may be painted with lead-based paint. Take
precautions to minimize exposure to lead-based paints if removal
of existing sashes disturbs the paint. Your regional EPA (www.epa.
gov/lead) or Consumer Product Safety Commission ofces provide
information regarding regulations and lead protection.

IF INJURY OCCURS, IMMEDIATELY SEEK MEDICAL ATTENTION!

WINDOW HANDLING

• Handle in vertical position; do not carry at or drag on oor.

• Store window in dry, well-ventilated area in vertical, leaning position;
do not stack horizontally.

INSTALLATION INSTRUCTIONS
for Custom and Premium Pocket Windows (JII022)

INCLUDED PARTS, NEEDED MATERIALS AND TOOLS

PARTS INCLUDED

• 6 - 12 #8 x 3" installation screws (not all may be needed for any given
installation)

• 1 – jamb jack screw packet (includes 2 - #8 x 2" screws and instructions
for operating double-hung windows only)

• 1 – shim packet; 2 – shim packets for non-operating units

• Vinyl jambliner hole plugs if applicable (does not apply to Custom)

• Clad exterior cover strips (optional, based on order and product type)

• 1 – 14° aluminum sill adapter (all Premium clad products)

• 1 – Wood sill adapter. Premium wood double-hung only, will have a
14° and 10° adapter; Custom products will have a 0°, 8° or 14° adapter
or sill nose based on product order details.

NEEDED MATERIALS

• Sealant: We recommend OSI® QUAD® Max Sealant or equivalent. This
can be used in any application and can be painted or ordered in a
color matched product, if desired.

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REMOVE PACKAGING AND INSPECT WINDOW

REMOVE PACKAGING

Remove packaging materials such as corner covers, shipping blocks
or pads.

INSPECT WINDOW

• Cosmetic damage

• Included parts

• Correct product (size, color, grid pattern, glass type, energy-efciency
requirements, etc.)

If any of the above represents a concern, BEFORE installing, contact
your dealer or distributor for recommendations.

CONFIRM MEASUREMENTS

• Conrm the
replacement unit

Replacement Window

will t properly.
Measure the height

Width

and width of the
replacement unit.

• Check existing frame
measurements.
Measure the width
between the side
jambs at the top,
middle and bottom
(remove jambliner if
necessary). Measure
the height between
the head and sill at

Height

Measuring

Locations

Head

the left side, middle
and right side. Note
measurements
to compare with
replacement unit in
next step.

• Polyurethane low expansion Window and Door foam: We recommend
OSI® QUAD® Foam or equivalent).

• Backer rod 1/8" larger than the widest portion of the gap (used in
conjunction with sealant bead).

• Wood trim pieces, milled on site to t on exterior side of window
between replacement window and existing window frame

• 4d exterior nish nails

NEEDED TOOLS

• Tape measure

• Level

• Hammer

• Utility knife

• Screwdrivers (driver with #2

• Putty knife

• Drill with bits

• Reciprocating saw (for exterior
install)

• Caulk gun

Phillips and at blade)

Unless the unit was
ordered as ”build to
specied dimension“
ensure that:

Height Measurement

Exterior blindstop

Head jamb

• The replacement
unit is 1/2" narrower
than the smallest
existing frame width
measurement.

• The replacement

unit (with applied
sill adapter)is at least
1/4" shorter than

the smallest existing

Measure
directly
behind
sill stop

Sill

Interior
trim stop

Head
parting
stop

Sill stop

frame height
measurement.

• The existing
frame jamb depth
(“pocket”) must be
3 1/4" or greater

Width Measurement

Interior trim stop

Jamb depth

Stool

Wood
side jamb

for all windows
except the Premium
casement, which

Parting stop

requires at least a 4"
pocket.

Note! These

instructions assume

Exterior blindstop

an installation from
the exterior (most
common). Alternate
instruction steps for
installation from the interior are shown in italic type.

Sill

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