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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11 10 9
8 4
7 5
6
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2
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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.
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.
1
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
2
INSTALLATION INSTRUCTIONS for Custom and Premium Pocket Windows (JII022)
2
REMOVE EXISTING SASH AND PREPARE OPENING
EXTERIOR/INTERIOR INSTALLATION
For non-operating units, remove and dispose of wood stops
Exterior Install
Head
and sash or glass.
Exterior Installation:
Remove or cut exterior blindstops at head and sides ush with jambs.
Do not remove interior trim stops or sill stop.
Interior Installation:
Remove or cut any interior trim stops at head or sides ush with jambs. Interior trim stops may be reused if not damaged.
Do not remove interior sill stop or exterior blindstops at head and sides.
Remove blindstops
Interior Install
Jamb
Remove
trim stops
Head
Exterior/Interior Installation:
Apply 100% polyurethane sealant to sill/sill stop and sill/ jamb joints.
Interior Installation:
Also apply a 1/4" bead of sealant to interior side of exterior blindstops on sides and head.
Both Installs/Exterior View
Sill/
sill stop
joint
Sill/jamb joint
Interior Install
Exterior blind stop
Exterior
blind
stop
Exterior/Interior Installation:
For operating units, remove and dispose of existing sash, balance system (e.g., cut balance cords and unscrew pulleys), head and jamb parting stops.
Do not remove sill stop
Both Installs/Interior View
Remove old
balance system
Both Installs/Exterior View
Remove
parting stops
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INSTALLATION INSTRUCTIONS for Custom and Premium Pocket Windows (JII022)
3
INSTALL WINDOW AND SEAL
Exterior/Interior Installation:
1. Operating Double hung windows will have installation holes pre-drilled through the jamb liners. Remove screen from the Premium operating casement windows. For all other products, remove the interior trim or sash stop to gain access to fastener holes.
2. Slide replacement window into the opening until tight against existing trim stops. Be sure to hold window in place until fully secured.
Exterior Installation:
For custom double­hung windows only, position sill adapter all the way to the interior. For custom Casement/Awning/ Picture windows, tack sill adapter 1 7/32" from the interior and set window into place.
Interior Installation:
For custom double­hung windows only, lift window and slide sill adapter underneath sill positioned all the way to the interior.
Both Installations:
3. Drill a pilot hole through the lower right installation hole in the double hung vinyl jambliner or in interior wood stop installation hole on Premium casement, Premium awning, or xed windows. Install one of the installation screws, but do not fully tighten.
4. Shim unit and verify window is square, level, and plumb.
Exterior Install
3
1
2
Interior Install
Interior
trim stop
Interior Install
Shims
Exterior blind stop
Exterior Install
Shims
5. For Custom Casement/ Awning/Picture
Both Installs/Exterior View
windows only, gently pry out and remove the interior trim (screen stops, operator cover etc.) from the head, sill, and sides for access to installation holes. Drill pilot holes into existing frame through pre-drilled installation holes in the replacement window jambs.
6. Install screws in every
Both Installs/Interior View
pre-drilled hole and tighten all screws appropriately. Re­apply all previously removed interior trim and sash stops. Premium double-hung operating units are
Remove
band
supplied with color­matched vinyl caps. For casement windows, natural wood caps are available through dealers. Install caps into the installation holes as
(Shims not shown for clarity)
desired.
7. On double hung
Jamb Jack
operating windows, remove the band securing the jambs at the check rail and remove the lower sash.
8. On double hung operating units only, jamb jack hardware is mounted in the middle installation holes to allow for some jamb adjustment. Install jamb jack screws until
Turn clockwise to rst click and adjust as needed
captured (rst ‘click’), the screw may then be screwed in or out to adjust the jamb as needed. Replace lower sash.
Screws
Screws
Verify square, level, & plumb
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INSTALLATION INSTRUCTIONS for Custom and Premium Pocket Windows (JII022)
3
INSTALL WINDOW AND SEAL - CONTINUED
Exterior Installation:
On the exterior, insulate between the existing frame and replacement window frame with low expansion foam. Seal with backer rod and sealant at only the head and side jambs.
Interior Installation:
On the interior, insulate between the existing frame and pocket window frame with low expansion foam. Seal with backer rod and sealant all the way around the window.
Exterior View
Gap
Backer rod
Backer rod
Sealant joint
Exterior Installation:
Metal clad double-hung,
xed and casement windows, installer must supply and mill four wood trim pieces to t on the exterior front between
Milled wood trim
replacement window frame and existing frame. Tack into place.
Wood double-hung and
xed windows, installer must supply and mill three (for head and side jambs only) to t on the exterior front between replacement window frame and existing frame. Tack into place.
For all wood products, if
not previously installed, tack the provided sill adapter into place between the jamb trim pieces (cut to length if necessary).
Sill
Milled wood trim
Interior Installation:
• For Premium clad
products, installer must supply and mill a wood sill piece. For all wood
products, tack the provided sill adapter into place between the jamb trim pieces (cut to length if necessary).
• Reuse previously removed interior trim, or mill new pieces to cover
interior joint between replacement window frame and existing frame. Tack into place.
4
COMPLETE INSTALLATION
Note! If the existing exterior trim (casing) is to be wrapped with color-
matched aluminum cladding, this cladding MUST be professionally installed prior to the installation of the clad exterior cover strips. The following instructions are for a simple butt joint application. A miter joint application is feasible at the installer’s risk; be sure to allow for a weep gap.
1. On metal clad double-hung and
Both Installs/Exterior View
casement windows, cut and apply clad exterior cover strips.
1/16"
1/8"
1/16"
Clad exterior cover strips
1/16"
Weep
gap
1/16"
1/16"
Existing trim
1/8"
a. Measure the
distance between
Head Detail End View
the existing side jamb trim pieces and subtract 1/8". Cut the head clad exterior cover strip to length.
Clad exterior cover strip
Milled wood trim
Center and tap the head strip into the accessory groove.
b. Cut two side
jamb clad exterior
Accessory groove
cover strips, leaving a 1/8" weep gap at the sill. Tap the strips into the accessory groove.
c. Cut the sill clad exterior cover strip (for Premium windows only,
a 14° sill adaptor may be used in place of cladding strip) to t between the two side jamb strips, leaving a 1/16" gap above the sill. Tap into the accessory groove.
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INSTALLATION INSTRUCTIONS for Custom and Premium Pocket Windows (JII022)
4
COMPLETE INSTALLATION - CONTINUED
Exterior Installation:
Seal the interior joint between the existing frame and the replacement window with 100% polyurethane sealant.
Interior Installation:
Skip this step.
Exterior Install ONLY/Interior View
Seal interior joint
Exterior/Interior Installation:
Both Installs/Exterior View
Use 100% clear silicone sealant (color matched
Wood trim
Clad cover strip
polyurethane sealant may be used on metal clad), to seal the exterior joints.
Joints to be sealed
Seal any metal­to-metal cladding joints if applicable. Do not seal the 1/8" weep gap on the sill
Weep gap
Sill
ends. When sealing between the existing sill and the sill adapter on a wood product, leave 1" weep gaps on both ends.
AFTER INSTALLATION
Finish any exposed wood surfaces. Metal-clad aluminum does not require additional nishing.
Please visit jeld-wen.com for warranty, nishing instructions and care
and maintenance information.
Thank you for choosing
©2014 JELD-WEN, inc.; This publication and its contents are owned by JELD-WEN, inc. and are protected under the U.S. Copyright Act and other intellectual property laws. All trademarks, service marks, logos and the like (whether registered or unregistered) are owned or controlled by JELD-WEN, inc. or others. Unauthorized use or duplication of JELD-WEN intellectual property is prohibited.
JELD-WEN reserves the right to change product specications without notice. Please check our website, jeld-wen.com, for current information.
(05/14)
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