Installation Instructions
NOTE: Read the entire instruction manual before starting the
installation.
TABLE OF CONTENTS
PAGE
SAFETY CONSIDERATIONS ......................... 2
INTRODUCTION ................................... 2
RECEIVING AND INSTALLATION .................. 2-7
Check Equipment .................................. 2
Identify Unit .................................... 2
Inspect Shipment ................................. 2
Provide Unit Support ............................... 2
Slab Mount ..................................... 2
Ground Mount .................................. 2
Provide Clearances ................................. 2
Place Unit ........................................ 2
Select and Install Ductwork ........................... 2
Configuring Units for Downflow (Vertical) Discharge .... 3
Connect Condensate Drain ........................... 3
Install Electrical Connections ......................... 6
High-Voltage Connections ......................... 6
Routing Power Leads Into Unit ...................... 6
Connecting Ground Lead to Unit Ground .............. 6
Routing Control Power Wires ...................... 6
Accessory Electric Heat Wiring ...................... 6
PRE-START-UP .................................... 7
START-UP ...................................... 8-17
Check for Refrigerant Leaks .......................... 8
Start-Up Cooling and Make Adjustments ................ 8
Checking Cooling and Heating Control Operation ....... 8
Refrigerant Charge ................................. 8
No Charge ...................................... 8
Low Charge Cooling .............................. 8
Heating Mode Charge ............................. 8
Indoor Airflow and Airflow Adjustments ................ 9
Unit Controls ..................................... 9
High-Pressure Relief Valve ......................... 9
Loss-of-Charge Switch ........................... 9
Compressor Overload ............................ 10
Compressor Rotation ............................... 10
Sequence of Operation ............................. 10
Fan Operation .................................. 10
A05194
Fig. 1 - Unit PH3Z
Cooling Operation ............................ 10, 17
Heating Operation ............................... 17
Continuous Fan ................................. 17
Defrost ....................................... 17
Electric Resistance Heating ........................ 17
MAINTENANCE ................................ 17-20
Air Filter ........................................ 18
Unit Top Removal ................................. 18
Indoor Blower and Motor ........................... 18
Outdoor Coil, Indoor Coil, and Condensate Drain Pan ..... 19
Outdoor Fan ..................................... 19
Electrical Controls and Wiring ....................... 19
Refrigerant Circuit ................................. 20
Indoor Airflow ................................... 20
Metering Devices ................................. 20
Liquid Line Strainers ............................... 20
High Flow Valves ................................. 20
TROUBLESHOOTING .............................. 20
START-UP CHECKLIST ............................ 20
SAFETY CONSIDERATIONS
Installation and servicing of this equipment can be hazardous due
to mechanical and electrical components. Only trained and
qualified personnel should install, repair, or service this equipment.
Untrained personnel can perform basic maintenance functions such
as cleaning and replacing air filters. All other operations must be
performed by trained service personnel. When working on this
equipment, observe precautions in the literature, on tags, and on
labels attached to or shipped with the unit and other safety
precautions that may apply.
Follow all safety codes. Installation must be in compliance with
local and national building codes. Wear safety glasses, protective
clothing, and work gloves. Have fire extinguisher available. Read
these instructions thoroughly and follow all warnings or cautions
included in literature and attached to the unit.
Recognize safety information. This is the safety-alert symbol Z_
When you see this symbol on the unit and in instructions or manu-
als, be alert to the potential for personal iniury. Understand these
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 iniury
or death. WARNING signifies hazards which could result in per-
sonal iniury or death. CAUTION is used to identify unsafe practic-
es which may result in minor personal injury or product and prop-
erty damage. NOTE is used to highlight suggestions which will
result in enhanced installation, reliability, or operation.
ELECTRICALSHOCK HAZARD
Failure to follow this warning could result in personal
iniury or death.
Before installing or servicing system, always turn off main
power to system and tag. There may be more than one
disconnect switch. Turn off accessory heater power switch if
applicable.
CUT HAZARD
Failure to follow this caution may result in personal iniury.
Sheet metal parts may have sharp edges or burrs. Use care
and wear appropriate clothing.
INTRODUCTION
The PH3Z packaged heat pump is fully self-contained and
designed for outdoor installation (See Fig. 1). Standard units are
shipped in a horizontal-discharge configuration for installation on
a ground-level slab or directly on the ground if local codes permit.
Standard units can be converted to downflow (vertical) discharge
configurations for rooftop applications with a field supplied
plenum.
RECEIVING AND INSTALLATION
Step 1 -- Check Equipment
IDENTIFY UNIT
The unit model number and serial number are printed on the unit
informative plate. Check this information against shipping papers.
INSPECT SHIPMENT
Inspect for shipping damage while unit is still on shipping pallet. If
unit appears to be damaged or is torn loose from its anchorage,
have it examined by transportation inspectors before removal.
Forward claim papers directly to transportation company.
Manufacturer is not responsible for any damage incurred in transit.
Check all items against shipping list. Immediately notify the
nearest equipment distribution office if any item is missing. To
prevent loss or damage, leave all parts in original packages until
installation.
Step 2 -- Provide Unit Support
For hurricane tie downs, contact distributor for details and PE
(Professional Engineering) Certificate, if required.
SLAB MOUNT
Place the unit on a solid, level concrete pad that is a minimum of 4
in. (102 mm) thick with 2 in. (51 mm) above grade. The slab
should extend approximately 2 in. (51 mm) beyond the casing on
all 4 sides of the unit. Do not secure the unit to the slab except
when required by local codes.
A 6-in. (152 mm) wide gravel apron should be used around the
flat surface to prevent airflow blockage by grass or shrubs. The
unit should be level within 1/4 in. (6 mm). This is necessary for the
unit drain to function properly.
GROUND MOUNT
The unit may be installed either on a slab or placed directly on the
ground if local codes permit. Place the unit on level ground
prepared with gravel for condensate discharge.
Step 3 -- Provide Clearances
The required minimum service clearances are shown in Fig. 5.
Adequate ventilation and outdoor air must be provided.
The outdoor fan draws air through the outdoor coil and discharges
it through the top fan grille. Be sure that the fan discharge does not
recirculate to the outdoor coil. Do not locate the unit in either a
corner or under an overhead obstruction. The minimum clearance
under a partial overhang (such as a normal house overhang) is 48
in. (1219 mm) above the unit top. The maximum horizontal
extension of a partial overhang must not exceed 48 in. (1219 mm).
IMPORTANT: Do not restrict outdoor airflow. An air restriction
at either the outdoor-air inlet or the fan discharge may be
detrimental to compressor life.
Do not place the unit where water, ice, or snow from an overhang
or roof will damage or flood the unit. Do not install the unit on
carpeting or other combustible materials. Slab-mounted units
should be at least 4 in. (102 mm) above the highest expected water
and runoff levels. Do not use unit if it has been under water.
Step 4 -- Place Unit
Unit can be moved with the rigging holds provided in the unit
base. Refer to Table 1 for operating weights. Use extreme caution
to prevent damage when moving the unit. Unit must remain in an
upright position during all moving operations. The unit must be
level with in 1/4 in. (6 mm) for proper condensate drainage; the
ground-level pad must be level before setting the unit in place.
When a field-fabricated support is used, be sure that the support is
level and that it properly supports the unit.
Step 5 -- Select and Install Ductwork
The design and installation of the duct system must be in
accordance with the standards of the NFPA for installation of
non-residence type air conditioning and ventilating systems,
NFPA 90A or residence type, NFPA 90B and/or local codes and
ordinances.
Select and size ductwork, supply-air registers, and return air grilles
according to ASHRAE (American Society of Heating,
Refrigeration, and Air Conditioning Engineers) recommendations.
Use the duct flanges provided on the supply- and return-air
openings on the side of the unit. See Fig. 5 for connection sizes
and locations. The 14-in. (356 mm) round duct collars are shipped
inside the unit attached to the base pan in the indoor blower
compartment. They are field-installed and must be removed from
the indoor blower compartment prior to start-up, even if they are
not used for installation.
Whendesigningandinstallingductwork,considerthe following: CONFIGURING UNITS FOR DOWNFLOW (VERTICAL)
DISCHARGE
UNIT DAMAGE HAZARD
Failure to follow this caution may result in damage to unit
components.
When connecting ductwork to units, do not drill deeper
than 3/4 in. (19 mm) in shaded area shown in Fig. 2 or coil
may be damaged.
ELECTRICALSHOCK HAZARD
Failure to follow this warning could result in personal
iniury or death.
Before performing service or maintenance operations on the
system, turn off main power to unit and install lockout tag.
19.17 in. (487 mm) .----.4_ 13.92 in.I _--
o
(100 ram)
o
o
o o
o o o
A08003
Fig. 2 - Area Not to be Drilled More Than 3/4-in. (19 mm)
Deep
1. All units should have field-supplied filters or accessory
filter rack installed in the return-air side of the unit.
Recommended sizes for filters are shown in Table 1.
2. Avoid abrupt duct size increases and reductions. Abrupt
change in duct size adversely affects air performance.
IMPORTANT: Use flexible connectors between ductwork and
unit to prevent transmission of vibration. Use suitable gaskets to
ensure weather tight and airtight seal. When electric heat is
installed, use fireproof canvas (or similar heat resistant material)
connector between ductwork and unit discharge connection. If
flexible duct is used, insert a sheet metal sleeve inside duct. Heat
resistant duct connector (or sheet metal sleeve) must extend 24-in.
(610 mm) from electric heater element.
3. Size ductwork for cooling air quantity (cfm). The minimum
air quantity for proper electric heater operation is listed in
Table 2. Heater limit switches may trip at air quantities
below those recommended.
4. Seal, insulate, and weatherproof all external ductwork. Seal,
insulate and cover with a vapor barrier all ductwork passing
through conditioned spaces. Follow latest Sheet Metal and
Air Conditioning Contractors National Association
(SMACNA) and Air Conditioning Contractors Association
(ACCA) minimum installation standards for residential
heating and air conditioning systems.
5. Secure all ducts to building structure. Flash, weatherproof,
and vibration-isolate duct openings in wall or roof
according to good construction practices.
Fig. 6 shows a typical duct system with PH3Z unit installed.
Units are dedicated side supply products. They are not convertible
to vertical air supply. A field-supplied plenum must be used to
convert to vertical air discharge.
Step 6 -- Connect Condensate Drain
NOTE: When installing condensate drain connection be sure to
comply with local codes and restrictions.
Unit removes condensate through a 1-3/64 in. (27 mm) ID hole
(using 3/4-in. (19 mm) OD piping or tubing) which is located at
the end of the unit. See Fig. 5 for location of condensate
connection.
Condensate water can be drained directly onto the roof in rooftop
installations (where permitted) or onto a gravel apron in ground
level installations. Install a field-supplied condensate trap at end of
condensate connection to ensure proper drainage. Make sure that
the outlet of the trap is at least 1 in. (25 mm) lower than the drain
pan condensate connection to prevent the pan from overflowing
(See Fig. 3 and 4). When using a gravel apron, make sure it slopes
away from the unit.
If the installation requires draining the condensate water away from
the unit, install a 2-in. (51 mm) trap using a 3/4-in. (19 mm) OD
tubing or pipe. (See Fig. 3 and 4.) Make sure that the outlet of the
trap is at least 1 in. (25 mm) lower than the unit drain-pan
condensate connection to prevent the pan from overflowing. Prime
the trap with water. Connect a drain tube using a minimum of
3/4-in. (19 mm) PVC, 3/4-in. (19 mm) CPVC, or 3/4-in. copper
pipe (all field supplied). Do not undersize the tube. Pitch the drain
tube downward at a slope of at least 1 in. (25 mm) for every 10 ft
(3 m) of horizontal run. Be sure to check the drain tube for leaks.
Prime trap at the beginning of the cooling season start-up.
Allowable glues for condensate trap connection are: Standard
ABS, CPVC, or PVC cement..
1"(25 mm) MIN.
._ TRAP
2" (51 mm) MIN.
A08001
Fig. 3 - Condensate Trap
TRAP
1" (25 mm) MIN.
"(51 ram) MIN.
Fig. 4 - PVC Condensate Trap
UNIT
_HBZ024
PH3Z03O
PHBZOBB
PHBZO42
PHBZO48
PHBZO60
I
ELECTRICAL
CHARACTERISTICS
208 230 1 60
208 230 1 60
208 230 1 60
208 230 1 60
208 230 1 60
208 230 1 60
UNIT WT UNIT HEIGHT
LBS KG A
293 133 3013 [765]
524 147 3413 [867]
371 I11 4218 [I070]
389 177 4213 [IOTO]
384 175 42 13 [I070]
433 197 4213 [I070]
12950
[5098]
BOTTOM OF UNIT
t
RETURN SUPPLY
CENTER OF GRAVITY MMIIN
X Y Z
140 [356] 19 0 [483] 15 O [381]
140 [356] 190 [483] 160 [aO6]
140 [356] 190 [483] 198 [503]
140 [356] 190 [483] 219 [556]
140 [356] 19 0 [483] 198 [503]
140 [356] 190 [483] 219 [556]
8125
BOTTOM OF UNIT
REQUIRED CLEARANCES TO COMBUSTIBLE NATL.
TOP OF UNIT .............................................. 0
BOTTOM OF UNIT .............................................. 0
SIDE OF UNIT WITH DUCT OPENINGS ............................. O
SIDE OF UNIT OPPOSITE DUCT OPENINGS ............... 0
NEC. REQUIRED CLEARANCES.
BETWEEN UNITS, POWER ENTRY SIDE ..................... 10668 [4200]
UNIT AND UNGROUNDEDSURFACES, POWER ENTRY SIDE .......... 9140 [3600]
UNIT AND BLOCK OR CONCRETE WALLS AND OTHER
GROUNDED SURFACES, POWER ENTRY SIDE ............. I066 8 [4200]
REQUIRED CLEARANCE FOR SERVICII_
TOP OF UNIT ........................... 9140 [3600]
SIDE OF UNIT OPPOSITE DUCT OPENINGS..................... 7620 [3BOO]
SIDE OF UNIT WITH POWER ENTRY........................... 7620 [3000]
(EXCEPT FOR NEC REQUIREMENTS)
NOTE: CLEARANCES MUST BE MAINTAINED TO PREVENT RECIRCULATION OF AIR FROM
OUTDOOR FAN DISCHARGE A REMOVABLE FENCE OR BARRICADE REQUIRES NO
CLEARANCE
DIMENSIONS IN [] ARE IN INCHES
MILLIMETERS [IN]
MILLIMETERS [IN]
MILLIMETERS [IN]
!
_o
_o
m_
t
TOP VIEW
[2968]
COMPRESSOR, CONTROL BOX ANB
INDOOR COIL ACCESS PANEL
\
I
\\ __
!$r ....
i ,
@
"_ FULL LOUVER
i,
LEFT SIDE VIEW
>
o
OQ
FULL LOUVER
,-- ,_ _n _ _:_ _Z0 ' 9
FRONT VIEW
268 ID [I05]X 127 DPE50]--
CONDENSATE DRAIN
9118
[35 90]
306
[120]
7383
[2907]
DIA
EIIB]
POWER ENTRY
""_L-222 DIA
[088]
LOW VOLTAGE ENTRY
[1972]
RIGHTSIDE VIEW
PANEL
ACCESS
[2 38]
_4767
[1877]
_76
[975]
L_
5
0
L¢356 O
[14 02]
DUCT OPENINGS
REAR VIEW
REV
50ZH500442 30
Power W_dng
-- ControlW_dng
_ Condenser A_rflow
_* Evaporat or Airflow
A08207
Fig. 6 - Typical Installation
Table 1 - Physical Data
UNIT SIZE 024 030 036 042 048 060
NOMINAL CAPACITY (ton) 2 2-1/2 3 3-1/2 4 5
OPERATING WEIGHT (Ib) 293 324 377 369 364 433
COMPRESSOR Scroll Ultra Tech Scroll
REFRIGERANT (R-22)
Quantity (Ib) 7.5 10.3 10.3 11.9 11.4 13.3
(kg) 3.4 4.7 4.7 5.4 5.2 6.0
REFRIGERANT METERING DEVICE AccuRate( '_ TXV
Orifice ID (in.)
Orifice OD (in.)
CONDENSER COIL
Rows... Fins/in.
Face Area (sq. ft.)
CONDENSER FAN
Nominal Cfm
Diameter (in.)
(mm)
Motor HP (RPM)
EVAPORATOR COIL
Rows... Fins/in.
Face Area (sq. ft.)
Evaporator blower
Nominal Airflow (Cfm)
Size (in.)
(mm)
Motor HP (RPM)
CONNECTING DUCT SIZES
Supply Air (in.)
(mm)
Return Air (in.)
(mm)
Return-Air Filters* Throwaway (in,)
*Requiredfiltersizesshown are based onthe ARI Airconditioning & Refrigerationlnstitute) rated airflow ata velocity of300ff/min(91 m) forthrowawaytype or
450 ft/min (137 m) for high capacity type. Recommended filters are 1-in. (25 mm) thick.
(kg) 133 147 171 176 174 196
0.067 0.067 0.082 0.086 - -
0.049 0.057 0.059 0.063 0.070 0.073
Copper Tubes, Aluminum Plate Fins
2...21 2...21 2...21 2...21 2...21
11.1 12.7 15.8 13.3 15.8
2...21
15.8
Propeller
2600 2600 3200 3200 3300
20 20 20 20 20
508 508 508 508 508
1/8 (825) 1/8 (825) 1/4 (1100) 1/4 (1100) 1/2 (1100)
3200
2O
508
1/4 (1100)
Copper Tubes, Aluminum Plate Fins
3...17 3...17 4...17 4...17
4.3 4.9 4.9 6.1
4...17 4...17
4.9 6.1
Direct Drive
800 1000 1600 1875
10x8 11x10
254 x 203 279 x 254
1/2 (1050) 1/2 (1050) 1 (1050) 1 (1050)
1200 1400
11x9
279 x 229
3/4 (1050) 3/4 (1050)
Round
14
356
14
356
24 x 24 24 x 30 30 x 30
(ram)
610 x 610 610 x 762 762 x 762
Table 2 - Minimum Airflow for Safe Electric Heater Operation
Unit Size
024 500 650 750 -
030 600 800 1050 -
036 600 800 1050 1150 1200
042 600 800 1050 1150 1200
048 600 800 1050 1150 1200
060 600 800 1050 1150 1200
5kW 7.5kW 10kW 15kW 20kW
Minimum Airflow (CFM)
Step 7 -- Install Electrical Connections
ELECTRICAL SHOCK HAZARD
Failure to follow this warning could result in personal
iniury or death.
The unit cabinet must have an uninterrupted, unbroken
electrical ground to nfininfize the possibility of personal
iniury if an electrical fault should occur. This ground may
consist of an electrical wire connected to the unit ground
screw in the control compartment, or conduit approved for
electrical ground when installed in accordance with NEC,
ANSI/NFPA 70 American National Standards Institute/
National Fire Protection Association (latest edition) (in
Canada, Canadian Electrical Code CSA C22.1) and local
electrical codes.
ROUTING POWER LEADS INTO UNIT
Use only copper wire between disconnect and unit. The
high-voltage leads should be in a conduit until they enter the unit;
conduit ternfination at the unit must be watertight. Run the
high-voltage leads through the hole on the control box side of the
unit (See Fig. 7). When the leads are inside the unit, run leads to
the control box (See Fig. 8). For single-phase units, connect leads
to the black and yellow wires (See Fig. 9).
CONNECTING GROUND LEAD TO UNIT GROUND
Connect the ground lead to the chassis using the unit ground in the
control box (See Fig. 8 and 9).
ROUTING CONTROL POWER WIRES (24-V)
Form a drip-loop with the thermostat leads before routing them
into the unit. Route the thermostat leads through grommeted hole
provided in unit into unit control box (See Fig. 7). Connect
thermostat leads and unit power leads as shown in Fig. 9, 10 and
11.
Route thermostat wires through grommet providing a drip-loop at
the panel. Connect low-voltage leads to the thermostat as shown in
Fig. 10 & 11.
The unit transformer supplies 24-v power for complete system
including accessory electrical heater. Transformer is factory wired
for 230-v operation.
ACCESSORY ELECTRIC HEAT WIRING
Refer to accessory electric heat installation instructions for
information on installing accessory electric heat. Accessory electric
heat wiring is shown in Fig. 17 and 18.
HIGH-VOLTAGE POWER LOW-VOLTAGE WIRING
WIRING ENTRY HOLE ENTRY HOLE
(grommet hole)
[]NIT COMPONENT DAMAGE HAZARD
Failure to follow this caution may result in damage to the
unit being installed.
1. Make all electrical connections in accordance with NEC
ANSI/NFPA 70 (latest edition) and local electrical codes
governing such wiring. In Canada, all electrical
connections must be in accordance with CSA standard
C22.1 Canadian Electrical Code Part 1 and applicable
local codes. Refer to unit wiring diagram.
2. Use only copper conductor for connections between
field-supplied electrical disconnect switch and unit. DO
NOT USE ALUMINUM WIRE.
3. Be sure that high-voltage power to unit is within
operating voltage range indicated on unit rating plate. On
3-phase units, ensure phases are balanced within 2
percent. Consult local power company for correction of
improper voltage and/or phase imbalance.
4. Do not damage internal components when drilling
through any panel to mount electrical hardware, conduit,
etc.
HIGH-VOLTAGE CONNECTIONS
The unit must have a separate electrical service with a
field-supplied, waterproof disconnect switch mounted at, or within
sight from the unit. Refer to the unit rating plate, NEC and local
codes for maximum fuse/circuit breaker size and minimum circuit
amps (ampacity) for wire sizing.
The field-supplied disconnect may be mounted on the unit over
the high-voltage inlet hole when the standard power and
low-voltage entry points are used. See Fig. 6 and 7 for acceptable
location.
Operation of unit on improper line voltage constitutes abuse and
may cause unit damage that could affect warranty.
oI
o /
/
©
Fig. 7 - []nit Electrical Connection
A08407
RED
Fig. 8 - Control Box Wiring
SINGLE-PHASE U
3-PHASE /CONNECTIONS _-
CONNECTIONS /TO DISCONNECTI .
TO DISCONNECT1PER NEO LL_ .....
PER NED / L.
L
Fig. 9 - Line Power Connections
©
IL--
@-
@
@-
Thermostat
and subbase
GROUND
LEAD
_ RN
Z_ WHT
HEATER LOW
. VOLTAGE PLUG
A05388
UNIT GROUND
BLK- -/
- _- YEL- -/
_'-- BLU- -/
C00012
0-
ql
11
@-
Thermostat
and subbase
Unit Control
Power
Fig. 11 - Control Connections (Sizes 048-060)
PRE-START-UP
FIRE, EXPLOSION, ELECTRICAL SHOCK
HAZARD
Failure to follow this warning could result in personal
injury or death and/or property damage.
1. Follow recognized safety practices and wear protective
goggles when checking or servicing refrigerant system.
2. Relieve and recover all refrigerant from system before
touching or disturbing anything inside terminal box if
refrigerant leak is suspected around compressor
terminals.
3. Never attempt to repair soldered connection while
refrigerant system is under pressure.
4. Do not use torch to remove any component. System
contains oil and refrigerant under pressure.
5. To remove a component, wear protective goggles and
proceed as follows:
a. Shut off electrical power to unit and install
lockout tag.
b. Relieve and reclaim all refrigerant from system
using both high- and low-pressure ports.
c. Cut component connecting tubing with tubing
cutter and remove component from unit.
d. Carefully unsweat remaining tubing stubs when
necessary. Oil can ignite when exposed to flame.
A05208
Unit Control
Power
Fig. 10 - Control Connections (Sizes 024-042)
A05207
Proceed as follows to inspect and prepare the unit for initial
start-up:
1. Remove all access panels.
2. Read and follow instructions on all DANGER, WARNING,
CAUTION, and INFORMATION labels attached to, or
shipped with unit.
3. Make the following inspections:
a. Inspect for shipping and handling damages, such as
broken lines, loose parts, disconnected wires, etc.
b. Inspect for oil at all refrigerant tubing connections and
on unit base. Detecting oil generally indicates a
refrigerant leak. Leak test all refrigerant tubing
connections using electronic leak detector, or
liquid-soap solution. If a refrigerant leak is detected, see
Check for Refrigerant Leaks section.