Kallista P29511, P29512 Installation Manual

Installation Guide

Thermostatic Mixing Valves

P29511, P29512

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1170591-2-A

IMPORTANT INSTRUCTIONS

READ AND SAVE FOR THE

CONSUMER

WARNING: Risk of scalding or other severe injury.

CAUTION: Risk of scalding hazard. This device has been

calibrated at the factory to ensure a safe maximum water
temperature. Any variance in settings or water inlet
conditions from those used during factory calibration may
raise the discharge temperature above the safe limit, and may
present a scalding hazard.

•

Before completing installation, the installer must set the
maximum water temperature setting of this valve to minimize the
risks associated with scalding hazards according to ASTM F 444.

The installer is responsible for adjusting the maximum water
temperature of this valve according to instructions.

This valve meets or exceeds ANSI A112.18.1 and ASSE 1016.

If you do not understand any of the temperature adjustment
instructions in this document, in the United States please contact our
Customer Care Center at 1-888-4-KALLISTA. Outside the U.S., please
contact your distributor.

IMPORTANT NOTICE: Please fill in the blanks on the valve label.
Retain this guide for future reference.

•

The valve is calibrated to 104°F (40°C) at the first stop position,
and the maximum temperature limit stop is positioned so the
outlet water temperature does not exceed 120°F (49°C).

•

Factory calibrated inlet conditions are:
Hot and cold water pressure = 43-1/2 psi (300 kPa)
Hot water supply temperature = 149°F (65°C)
Cold water supply temperature = 59°F (15°C)

•

If inlet conditions differ from those used during factory
calibration, it may be necessary to re-calibrate the valve after
installation. The installer must check the mixed flow

temperature after installation, and adjust the valve as needed
according to the instructions.

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Tools

Pipe
Wrench

Assorted
Screwdrivers

Adjustable
Wrench

10 mm
Hex Wrench

Before You Begin

WARNING: Risk of scalding or other severe injury. Before
completing installation, the installer must set the maximum
water temperature setting of this valve to minimize the risks
associated with scalding hazards according to ASTM F 444.

CAUTION: Risk of personal injury. If the water temperature
is set too high, scalding will occur. The water temperature
should never be set above 120°F (49°C).

Hacksaw or
Tubing Cutter

Strap Wrench

Thread
Sealant

Thermometer

Solder

Propane
Torch

Wrench and
1/2" (13 mm)
Hex Socket

CAUTION: Risk of scalding. This device has been calibrated
at the factory to ensure a safe maximum water temperature.
Any variance in settings or water inlet conditions from those
used during factory calibration may raise the discharge
temperature above the safe limit, and may present a scalding
hazard. Responsibility for installation and adjustment of this
device in accordance with these instructions lies with the
installer.

NOTICE: Risk of product damage. This valve contains plastic and
rubber components. Do not sweat or braze directly to the valve
body. Do not apply excessive heat to the valve body when you
make solder connections. Do not apply flux or acids directly to the
valve, as damage to the seals, plastic components, and trim finish
may result.

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Before You Begin (cont.)

NOTICE: Risk of product damage. Do not apply petroleum-based
lubricants to the valve components, as damage may result.

NOTICE: Risk of product damage. Inlet and outlet threaded joint
connections should be made with plumbers PTFE tape or liquid
sealant. Oil-based, non-setting compounds should not be used.

NOTICE: Do not force the handle in any direction. Forcing the
handle will damage the valve.

Observe all local plumbing and building codes.
Shut off the main water supply.
Inspect the supply piping for damage. Replace as necessary.

The bottom port of the thermostatic mixing valve is intended for
use as a bath filler only. If a bath spout is not used with this
product, cap the bottom port.

The P29511 and P29512 thermostatic mixing valves do not contain
an integral volume control/shut-off valve. You must install a
separate volume control/shut-off valve (P29527 or P29528)
downstream of any used valve outlet.

The thermostatic mixing valves do not have an integral aspirator.
For installations that use a bath diverter spout, you must install a
twin ell with integral aspirator between the valve and the bath
spout. If these thermostatic mixing valves are installed without an
aspirator, it will cause water to flow from the shower and bath
spout at the same time.

Determine the correct drain size and capacity for your
installation. If two thermostatic mixing valves are used together,
water volumes between 18 and 30 gpm (60 and 114 lpm) or more
are possible, depending upon the water supply pressure.

Determine the correct water heater size and capacity for your
installation. A typical shower installation uses an approximate
mix of 75% hot water and 25% cold. A custom shower application
using three 2-1/2 gpm (9.5 lpm) showerheads can use about 45
gallons (170 liters) of hot water in 8 minutes. Choose a water
heater large enough for your installation.

The valve is calibrated to 104°F (40°C) at the first stop position.
The maximum temperature limit stop is positioned so the outlet
water temperature does not exceed 120°F (49°C).

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Before You Begin (cont.)

The factory calibrated pressure for hot and cold water inlets is
43-1/2 psi (3 kg/cm squared). The factory calibrated hot water
supply temperature is 149°F (65°C) and the cold water supply
temperature is 59°F (15°C).

If the inlet conditions differ from those used during factory
calibration, it may be necessary to re-calibrate the valve after
installation. The installer must check the mixed flow

temperature after installation and adjust the valve as needed
according to the instructions.

This valve complies with ASME A112.18.1, ASSE 1016, and CSA
B125. The valve is listed with ASSE, CSA, and IAPMO/UPC.

If possible, flush all piping thoroughly before installing the valves
to prevent early clogging of filter screens.

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3/4" NPT
Shower Outlet

4-13/16" (122 mm)

2-1/16"
(52 mm)

2-3/8"
(60 mm)

3/4" NPT
Hot Inlet

2-1/16"
(52 mm)

1-7/16"
(37 mm)

1-3/4"
(44 mm)

1/2"
(13 mm)

3/4" NPT
Bath Outlet

3-3/4" (95 mm)

2-7/16"
(62 mm)

3/4" NPT
Cold Inlet

4-7/16"
(113 mm)

Stop

Min
Finished
Wall

Max
Finished
Wall

3-1/2" (89 mm)

1-3/16" (30 mm)

4-5/8" (117 mm)

P29512 - 3/4″ Valve Roughing-In

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4-5/8" (117 mm)

1/2" NPT
Shower Outlet

1/2" NPT
Hot Inlet

2-1/16"
(52 mm)

1-7/16"
(37 mm)

1-3/4"
(44 mm)

1/2"
(13 mm)

2-1/16"
(52 mm)

2-7/16"
(62 mm)

2-5/16"
(59 mm)

3-3/4" (95 mm)

1/2" NPT
Cold Inlet

3-7/8"
(98 mm)

Stop

Max
Finished
Wall

Min
Finished
Wall

3-1/2" (89 mm)

1-3/16" (30 mm)

4-5/8" (117 mm)

P29511 - 1/2″ Valve Roughing-In

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2x4

Thick WallThin Wall

2x6

Finished Wall

2-15/16" (75 mm) Min

4-1/4" (108 mm) Max

Finished Wall

Plaster Guard

Install Support Framing

IMPORTANT! Make sure the valve is mounted at the correct depth
so it will be properly positioned when the finished wall is installed.

NOTE: Shower only configuration is shown. Adjust the support as
needed for other configurations.

NOTE: Install a backer board behind the valve for installations on
2x6 studding only.

NOTE: A backer board may not fit behind the valve for installations
on 2x4 studding. Support the pipes directly above and/or below the
valve. This will also provide support for the valve.

NOTE: When installing the P29511 valve, use 1/2″ nominal copper
tubing and fittings throughout this installation. Smaller diameter
piping upstream or downstream of the valve will reduce
performance of the valve.

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Install Support Framing (cont.)

NOTE: When installing the P29512 valve, use 3/4″ nominal copper
tubing and fittings throughout this installation. Smaller diameter
piping upstream or downstream of the valve will reduce
performance of the valve.

Determine the desired location for the valve according to the
roughing-in information, and construct suitable stud and support
framing for your configuration and valve.

If the finished wall is drywall, 1/2″ (13 mm) drywall or thicker
should be used or the finished wall will not be strong enough.

Determine the finished wall thickness. The finished wall should
not extend beyond the outside edge of the plaster guard. The
valve can be mounted with the plaster guard flush with the
finished wall for maximum wall thickness. If the plaster guard is
recessed, the finished wall is too thick. Refer to the diagram
above.

Install water hammer arrestors in the hot and cold water supply
lines.

Determine the desired location for the valve according to the
roughing-in information, and construct suitable stud and support
framing.

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To Showerhead

For finished wall thicknesses
less than 3/16" (5 mm), install
1/2" (13 mm) plywood backing
behind cutout.

Hot
Supply

Cold Supply

To Bath Spout/Volume Control

Cap outlet if not used.

Install the Valve

NOTICE: Risk of product damage. This valve contains plastic and
rubber components. Do not sweat or braze directly to the valve
body. Do not apply excessive heat to the valve body when you
make solder connections. Do not apply flux or acids directly to the
valve, as damage to the seals, plastic components, and trim finish
may result.

NOTICE: Risk of product damage. Do not apply petroleum-based
lubricants to the valve components, as damage may result.

NOTICE: Risk of product damage. Inlet and outlet threaded joint
connections should be made with plumbers PTFE tape or liquid
sealant. Oil-based, non-setting compounds should not be used.

NOTE: A plaster guard is attached to the face of the mixing valve.
Do not remove it until instructed.

Flush the hot and cold water supply lines to remove any debris.
Use thread sealant and connect the hot and cold water supply

lines to the valve inlet ports. Ensure that the corresponding water
supply lines are connected to the correct inlet ports.

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Install the Valve (cont.)

NOTE: If the existing hot and cold plumbing makes this
configuration inconvenient or if it is advantageous to reverse the hot
and cold ports (such as back-to-back installations), see the ″Reverse
the Inlet Supplies″ section.

Connect the water outlet lines to the valve ports. Plug any
unused outlet port.

IMPORTANT! Secure the piping to the framing.

NOTE: When using the plaster guard to trace the cut-out, the tick

marks located outside of the guard will assist you in identifying the
spline centers.

Use the plaster guard to determine the depth of the valve in the
wall, and to trace the cut-out line in the wall material.

NOTE: The finished wall must be within the MIN-MAX depth
shown on trim adapters 1, 2, and 3 of the plaster guard.

Turn on the water supply lines to the valves.
Run the water through the mixing valve, all showers, and the

spout.
Remove the plaster guard to access and inspect the valve.

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Supply Stops

Seal

Cartridge

Seal

Nut

Remove cartridge and rotate 180˚.

Reverse the Inlet Supplies

The inlet connections are indicated on the inlet ports of the
thermostatic valve assembly. Left is HOT and right is COLD. If this
configuration is not suitable for your installation, the cartridge may
be rotated 180° to reverse the hot and cold inlet ports.

NOTE: Refer to the Homeowners Guide for integral supply stop
operation.

NOTE: DO NOT pull the removal clip from the cartridge assembly
at any time during this procedure. The retaining clip helps hold the
temperature limit stop and detent components in place and reduces
or eliminates the need for temperature adjustments.

With the valve already installed and pressurized:

Turn both integral supply stops 90° counterclockwise until they
contact the stop bracket.

Turn the volume control valve stem (not shown) fully clockwise
to release the pressure.

Slowly loosen the head nut, turning it counterclockwise. This will
begin to draw the cartridge out of the valve body.

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Reverse the Inlet Supplies (cont.)

NOTE: Some water may be released. Use a bucket and towels to
contain the water.

Pull the head nut with the cartridge out of the valve body.

NOTE: Two seals may fall out when the cartridge is removed. Set
the seals aside.

Rotate the cartridge 180°.
Verify the cold cartridge inlet is on the left when the valve stem

adapter is facing you.

NOTE: The hot and cold cartridge inlets are identified on the top
and sides of the cartridge tabs. The tabs are labeled ″H″ and ″C″ to
identify hot and cold.

TIP: Rotating the cartridge back and forth or installing with a
push-pull motion will reduce the possibility of pinching the side
seals.

Reinstall the seals onto each side of the cartridge.
Carefully push the cartridge back into the valve body. Make sure

both cartridge tabs are properly seated inside the cartridge slots
of the valve body.

Hand tighten the head nut onto the valve body. Do not

overtighten.

Return the integral supply stops back to their original position.
Make note of reversed inlet supplies on valve for future servicing.

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Increase Temperature

Spline
Adapter

Decrease Temperature

Check the Temperature Setting

NOTE: The thermostatic valve cartridge is calibrated at the factory
for a shower temperature of approximately 104°F (40°C) to 105°F
(41°C) and a maximum hot temperature of 120°F (49°C).

Turn the water on.
Attach a trim handle or plaster guard onto the valve spline

adapter.
Turn the valve spline adapter fully counterclockwise so the trim

handle or plaster guard can no longer move. The valve spline
adapter is now in the full hot position.

Allow the water to run for several minutes to stabilize the water
supply temperatures.

Position a thermometer in the water stream to check the
temperature of the hot water.

If the water temperature exceeds 120°F (49°C) or is less than
desired, proceed to the ″Adjust the Hot Temperature Limit″
section.

Turn the trim handle or plaster guard clockwise until you hear a
click. Do not turn any further. This is the shower temperature
position.

Remove the trim handle or plaster guard from the valve spline
adapter.

Position a thermometer in the water stream to check the shower
temperature.

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Check the Temperature Setting (cont.)

If the water temperature is less than 104°F (40°C) to 105°F (41°C)
or is more than desired, proceed to the ″Adjust the Shower
Temperature″ section.

If both settings are correct, fill out the ″Notice to Homeowners″
section of this Homeowners Guide.

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Nut

Valve Stem

Outer Clip

Spline Adapter

Detent Collar

Adjust the Hot Temperature Limit

Remove the outer clip from the head nut.
Remove the detent collar.
Remove the spline adapter.

NOTE: Keep the detent collar off while making adjustments.

Turn the valve stem fully counterclockwise.
Using the volume control valve (not shown), turn on the water.
Allow the water to flow for several minutes until the water

temperature stabilizes.

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Adapter Tab

Hot Temperature
Limit Stop

Valve Stem

Spline Adapter

Hot Temperature
Limit Stop

Adapter Tab

Adjust the Hot Temperature Limit (cont.)

Using a thermometer, check the temperature of the water.
Turn the valve stem clockwise until the water temperature

reaches 120°F (49°C).
Reinstall the spline adapter with the adapter tab positioned flush

with the hot temperature limit stop on the cartridge.
Using the volume control valve (not shown), turn off the water.

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Detent
Collar

Increase Temperature

Decrease Temperature

Outer Clip

Spline
Adapter

Adjust the Shower Temperature

If the detent collar is installed: Remove the outer clip and
disengage the detent collar from the teeth of the cartridge. Do not
remove the collar; allow it to hang from the cartridge.

If the detent collar is not installed: Loosely position the detent
collar over the cartridge, ensuring the collar does not engage the
cartridge teeth.

Place the trim handle (not shown) or plaster guard (not shown)
onto the valve spline adapter.

Turn the valve spline adapter fully counterclockwise so the trim
handle or plaster guard can no longer move. The valve spline
adapter is now in the full hot position.

Remove the trim handle or plaster guard from the valve spline
adapter.

Using the volume control valve (not shown), turn on the water.
Allow the water to flow for several minutes until the water

temperature stabilizes.
Hold a thermometer in the water stream to check the water

temperature.
Once the water the temperature reaches the set hot temperature

limit (section ″Adjust the Hot Temperature Limit″) begin slowly
rotating the the detent collar and spline adapter clockwise.

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Adjust the Shower Temperature (cont.)

NOTE: While rotating the detent collar, small in-and-out
adjustments will be required to ensure the collar does not engage
the cartridge teeth. Use the detent collar to rotate the spline adapter.

While rotating the collar and spline adapter, monitor the water
outlet temperature.

When the temperature reaches 104-105°F (40-40.5°C), push the
detent collar in until it engages the teeth of the cartridge.

With the clip tab positioned toward the valve, reinstall the clip to
the head nut.

Using the volume control valve (not shown), turn off the water.

Troubleshooting

Symptoms Probable Cause/Recommended

1. Only hot or cold water from

the water outlet.

2. Fluctuating or reduced flow

rate.

3. No flow from shower control

water outlet.

Action
A. Inlet supplies are reversed. See

″Reverse the Inlet Supplies″
section.

B. Check filter screens for
blockage. Clear if necessary.

A. External condition variation
such as reduced pressure.

B. Check filter screens for

blockage. Clear if necessary.
C. Make sure that the minimum

flow rate is sufficient for supply
conditions.

D. Make sure that dynamic inlet
pressures are nominally balanced
and sufficient.

E. Make sure that inlet
temperature differentials are
sufficient.

F. Service stops are not fully
opened. Rotate both service stops
clockwise until fully open.

G. Check thermostatic
performance; replace the
thermostatic cartridge, if necessary.

A. Filter screens are blocked. Clear
filter screens.

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Troubleshooting (cont.)

Symptoms Probable Cause/Recommended

Action
B. Hot or cold supply failure.

Replace the supply valve.
C. Flow control cartridge not

working. Check and replace if
necessary.

D. Service stops are shut off.
Rotate both service stops clockwise
until fully open.

4. Blend temperature drift. A. Indicates operating conditions

have changed. No action is
needed.

B. Refer to symptom 2.
C. Hot supply temperature

fluctuation.

D. Supply pressure fluctuation.

5. Hot water in cold supply or

cold water in hot supply.

6. Maximum blend temperature

setting too hot or too cold.

A. Indicates crossflow. Replace
check valve.

A. Indicates incorrect maximum
temperature setting; refer to the
″Adjust the Hot Temperature
Limit″ section.

B. Refer to symptom 4.
C. Refer to symptom 5.

7. Water leaking from the valve

body.

A. Seal(s) worn or damaged.
Obtain service kit and replace
seal(s).

B. If leaking from around the
temperature spindle, replace the
thermostatic cartridge.

8. Flow knob or temperature

knob is stiff to operate.

A. Impaired free movement of
internal components. Replace the
appropriate cartridge.

B. Supply pressures are too high.
Fit pressure reducing valve.

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