FAILURE TO READ AND FOLLOW ALL INSTRUCTIONS CAREFULLY
BEFORE INSTALLING OR OPERATING THIS CONTROL COULD CAUSE
PERSONAL INJURY AND/OR PROPERTY DAMAGE.
Heat Pump Thermostat
INSTALLATION AND
OPERATION INSTRUCTIONS
DESCRIPTION
Your new White-Rodgers Digital Heat Pump Thermostat
uses the technology of a solid-state microcomputer to
provide precise temperature control. This thermostat offers you the flexibility to set heating and cooling temperatures that fit your needs.
Features:
• Simultaneous heat and cool temperature storage
• LCD continuously displays set point and room temperature
This thermostat is intended for use with a 24-volt system;
do not use this thermostat with a millivolt or line voltage
system. If in doubt about whether your wiring is millivolt,
line, or low voltage, have it inspected by a qualified
heating and air conditioning contractor or electrician.
Do not exceed the specification ratings.
All wiring must conform to local and national electrical
codes and ordinances.
This control is a precision instrument, and should be
handled carefully. Rough handling or distorting components could cause the control to malfunction.
• °F/°C convertibility
• Temperature range 45° to 90°F
• Eight terminals for single or two-transformer systems
• O/B terminal for heat pump systems
• Armchair Demonstration Capability
PRECAUTIONS
CAUTION
!
To prevent electrical shock and/or equipment
damage disconnect electric power to system at
main fuse or circuit breaker box until installation
is complete.
WARNING
!
Do not use on circuits exceeding specified voltage. Higher voltage will damage control and
could cause shock or fire hazard.
Do not short out terminals on gas valve or primary control to test. Short or incorrect wiring will
damage thermostat and could cause personal
injury and/or property damage.
ELECTRICAL DATA
Electrical Rating:
20 to 30 VAC 50/60 Hz. or D.C.
0.05 to 1.5 Amps (Load per terminal)
1.5 Amps Maximum Total Load (All terminals
combined)
THERMAL DATA
Setpoint Temperature Range:
45°F to 90°F (7°C to 32°C)
Operating Ambient Temperature Range:
32°F to 105°F
WHITE-RODGERS DIVISION
EMERSON ELECTRIC CO.
9797 REAVIS ROAD
ST. LOUIS, MISSOURI 63123-5398
Operating Humidity Range:
0 to 90% RH (non-condensing)
Shipping Temperature Range:
-40°F to 150°F
APPLICATIONS
For use with:
• Heat pump systems with up to two stages heat,
DO NOT USE WITH:
• Millivolt systems
• Systems exceeding 30 VAC and 1.5 amps
• 3-wire zoned hydronic heating systems
Printed in U.S.A.
SPECIFICATIONS
one stage cool
PART NO. 37-5741A
Replaces 37-5612B
9636
Page 2
INSTALLATION
Figure 1. Back of thermostat base
W904
CUT FOR
NON-ELECTRIC
AUX.
O
B
BATTERY CUTOUT FOR
ARMCHAIR DEMONSTRATION
Figure 2. Thermostat base
AUTO
FAN ON
COOL
OFF
HEAT
EMER
Reset Button
Mounting
holes
Screw anchors
L
E
Y
W2
O/B
R
G
C
REMOVE OLD THERMOSTAT
1. Shut off electricity at the main fuse box until installation
is complete. Ensure that electrical power is disconnected.
2. Remove the front cover of the old thermostat. Withwires still attached, remove wall plate from the wall.
If the old thermostat has a wall mounting plate, remove
the thermostat and the wall mounting plate as an
assembly.
3. Identify each wire attached to the old thermostat
using the labels enclosed with the new thermostat.
4. Disconnect the wires from old thermostat one at a time.
DO NOT LET WIRES FALL BACK INTO THE WALL.
5. Install new thermostat using the following procedures.
ATTACH THERMOSTAT BASE TO WALL
1. Remove the packing material from the thermostat.
2. If necessary, cut the non-electric heat jumper (see
NON-ELECTRIC HEAT SYSTEMS). Check the setting of the O/B switch (see O/B TERMINAL SWITCHSELECTION).
3. If you want to review the thermostat features before
mounting the thermostat on the wall, see ARMCHAIR
DEMONSTRATION.
4. Gently pull the thermostat cover straight off the base.
Forcing or prying on the thermostat will cause damage
to the unit.
5. Check that the system switch is in the OFF position.
Connect wires beneath terminal screws on base using
appropriate wiring schematic (see figs. 3 through 5).
6. Place base over hole in wall and mark mounting hole
locations on wall using base as a template.
7. Move base out of the way. Drill mounting holes.
8. Fasten base loosely to wall, as shown in fig. 2, using
two mounting screws. Place a level against bottom of
base, adjust until level, and then tighten screws. (Leveling is for appearance only and will not affect thermostat operation.) If you are using existing mounting
holes, or if holes drilled are too large and do not allow
you to tighten base snugly, use plastic screw anchors
to secure subbase.
9. Push excess wire into wall and plug hole with a fireresistant material (such as fiberglass insulation) to
prevent drafts from affecting thermostat operation.
NON-ELECTRIC HEAT SYSTEMS
Read the following information before clipping the nonelectric heat jumper. If you are unsure of your application,
contact a qualified serviceperson.
If your emergency or auxiliary system is non-electric (gas,
oil, etc.) and will energize the blower, then jumper, W904,
on the back of the thermostat base must be cut (see fig. 1).
If your emergency or auxiliary heat system is electric and
requires that the thermostat energize the fan circuit, do
not cut jumper W904.
O/B TERMINAL SWITCH SELECTION
The O/B switch on this thermostat is factory set to the “O”
position. This will accommodate the majority of heat pump
applications, which require the changeover relay to be
energized in COOL. If the thermostat you are replacing or
the heat pump being installed with this thermostat require
the “B” terminal, to energize the changeover relay in
HEAT, the O/B switch must be moved to the “B” position.
ARMCHAIR DEMONSTRATION
Armchair Demonstration is a unique feature that allows
you to review your thermostat features before being
mounted on the wall.
If you wish an Armchair Demonstration of your thermostat, temporarily hold a new 9-volt battery against the
wires in the battery cutout on the back of the thermostat
base for approximately 45 seconds. This will provide a
charge that will last approximately 30 to 45 minutes to
allow the thermostat to be observed.
2
Page 3
NOTE
The following wiring diagrams show typical terminal
identification and wiring. For proper installation, refer to
the original manufacturer's instructions.
Relay contacts shown are thermostatically operated.
FAN ON
FAN
AUTO
Heat
or Cool
Changeover
Relay*
Compressor
Contactor
* Changeover Relay is energized in COOL when O/B switch is in the “O” position
Changeover Relay is energized in HEAT when O/B switch is in the “B” position
FAN
AUTO
Emer
GW2
Fan
Relay
Aux/Emer
Relay
(Stage 2)
Figure 3. Typical wiring diagram for single transformer systems
NOTE
If safety circuits are in
only one of the systems,
remove the transformer
of the system with NO
safety circuits.
CUT AND
TAPE OFF!
HOT
120 VAC
NEUTRAL
* Changeover Relay is energized in COOL when O/B switch is in the “O” position
Changeover Relay is energized in HEAT when O/B switch is in the “B” position
24 VAC
Changeover
Relay*
Compressor
Contactor
FAN
AUTO
Heat
or Cool
Fan
Relay
FAN ON
FAN
AUTO
Emer
GW2
EMERGENCY
E
Emergency
Relay
EMERGENCY
Emergency
Aux/Emer
Relay
(Stage 2)
TWO COMMONS MUST
BE JUMPERED TOGETHER!
Thermostat
Control
Circuit
CYO/B
Thermostat
E
Relay
MALF
SYSTEM
MONITOR
SWITCH
Control
Circuit
CYO/B
L
24 VAC
TRANSFORMER
MALF
SYSTEM
MONITOR
SWITCH
THERMOSTAT
R
SYSTEM
Hot
120 VAC
Neutral
L
R
Limit or
Safety
Switches
THERMOSTAT
SYSTEM
24 VAC
TRANSFORMER
Hot
120 VAC
Neutral
Figure 4. Typical wiring diagram for two transformer systems with NO safety circuits
FAN ON
FAN
AUTO
Heat
or Cool
Changeover
Relay*
Compressor
Contactor
* Changeover Relay is energized in COOL when O/B switch is in the “O” position
Changeover Relay is energized in HEAT when O/B switch is in the “B” position
FAN
AUTO
Emer
GW2
Fan
Relay
EMERGENCY
Emergency
Aux/Emer
Relay
(Stage 2)
TWO COMMONS MUST
BE JUMPERED TOGETHER!
E
Relay
Thermostat
Control
Circuit
Figure 5. Typical wiring diagram for two transformer systems with safety circuits in BOTH systems
CYO/B
MALF
SYSTEM
MONITOR
SWITCH
L
R
COMMON
Limit or
Switches
Limit or
Safety
Switches
Polarity must be observed. If the HOT side of
NOTE
the second transformer is jumpered to the
COMMON side of the first transformer a short
will be made. Damage to equipment will occur
when power is restored.
THERMOSTAT
Safety
ACCESSORY
RELAY N.O.
24 VAC
24 VAC
CONTACT
COMMON
24 VAC120 VAC
Heat Pump Transformer
SYSTEM
Auxiliary
Heating
Transformer
120 VAC
Limit or
Safety
Switches
The accessory relay scheme
is required when safety
circuits exist in both systems.
Limit or
Safety
Switches
NEUTRAL
HOT
NEUTRAL
NOTE
HOT
3
Page 4
ADJUSTABLE ANTICIPATION
The first stage has anticipation that can be set to 2.5 or
4 cycles per hour for heating or cooling. The second stage
heat has a fixed anticipation. To change the first stage
anticipation in the HEAT mode, place the SYSTEM switch
in the OFF position. While holding the button, move the
SYSTEM switch to HEAT. The display will show S for
slow (factory setting) or F for fast. Release the button
when the desired anticipation setting is displayed.
CHECK THERMOSTAT OPERATION
If at any time during testing your system does not operate
properly, contact a qualified serviceperson.
Fan Operation
1. Turn on power to the system.
2. Move SYSTEM switch to OFF position.
3. Move FAN switch to ON. The blower should begin to
operate.
4. Move FAN switch to AUTO position. The blower should
stop within a short period of time.
Cooling System
CAUTION
!
To prevent compressor and/or property damage, if the outdoor temperature is below 50°F,
DO NOT operate the cooling system.
1. Move SYSTEM switch to COOL position.
2. Press to adjust thermostat setting below room
temperature. The blower should come on immediately
on high speed, followed by cold air circulation. However, if the fan is running but the compressor is not
running and the word COOL is flashing, the compressor lockout feature is operating (see Lockout BypassOption to temporarily override the compressor lockout
feature during testing).
3. Press to adjust temperature setting above room
temperature. The cooling system should stop oper-
ating.
Heating System
1. Move SYSTEM switch to HEAT position. If the auxiliary heating system has a standing pilot, be sure to
light it.
2. Press to adjust thermostat setting to 90° and hold
for five seconds. Both stages of the heating system
should begin to operate. However, if the word HEAT is
flashing, the compressor lockout feature is operating
(see Lockout Bypass Option to temporarily override
the compressor lockout feature during testing).
3. Press to adjust temperature setting below room
temperature. The auxiliary heating system will stop
immediately, and the first stage will stop within three
to four minutes.
LOCKOUT BYPASS OPTION
FOR QUALIFIED SERVICE TECHNICIANS’ USE
ONLY. OPERATORS SHOULD NOT USE THIS FEATURE DUE TO POSSIBILITY OF EQUIPMENT OR
PROPERTY DAMAGE, OR PERSONAL INJURY.
COMPRESSOR SHORT TERM
CYCLE PROTECTION
This thermostat has a built-in short term (5-minute)
time delay. During this 5-minute period, the thermostat will lock out the compressor to allow head pressure to stabilize. If you want to override this feature
while testing thermostat operation, move the SYSTEM switch to OFF position for 6 to 10 seconds then
back to the desired mode.
DO NOT USE THE LOCKOUT BYPASS OPTION
UNLESS THE COMPRESSOR OIL HEATERS HAVE
BEEN OPERATIONAL FOR 6 HOURS AND THE
SYSTEM HAS NOT BEEN OPERATIONAL FOR AT
LEAST 5 MINUTES.
4
Page 5
Before you begin operating your thermostat, you should
Figure 6. Thermostat display, buttons, and switches
2
1
34
OFF
HEAT
COOL
EMERGENCY
56
87
EMERMALFAUX
WHITE-RODGERS
COOLEMER
OFF HEAT
AUTOFAN ON
be familiar with its features and with the display and the
location and operation of the thermostat buttons. Your
thermostat consists of two parts: the thermostat cover
and the base. To remove the cover, gently pull it straight
out from the base. To replace the cover, line up the cover
with the base and press gently until the cover snaps onto
the base.
THE THERMOSTAT BASE
Other than the and buttons, the following are
located behind the door on the bottom of the thermostat
cover (see fig. 6). Pull the door down to open it.
The Thermostat Buttons and Switches
(Red arrow) Raises temperature setting.
1
(Blue arrow) Lowers temperature setting.
2
FAN switch (ON, AUTO).
3
SYSTEM switch (COOL, OFF, HEAT, EMER).
4
OPERATION
The Display
HEAT is displayed when the SYSTEM switch is in the
5
HEAT position. COOL is displayed when the SYS-
TEM switch is in the COOL position. COOL or HEAT
is displayed (flashing) when the compressor is in
lockout mode. OFF is displayed when the SYSTEM
switch is in the OFF position.
Displays current room temperature.
6
EMERGENCY is displayed when the system switch
7
is in the EMER position.
Displays current set temperature.
8
OPERATING FEATURES
Now that you are familiar with the thermostat buttons and
display, read the following information to learn about the
many features of the thermostat.
• TEMPERATURE SET POINT — Press or until
the display shows the temperature you want.
• °F/°C CONVERTIBILITY — Press and but-
tons until the temperature display is in Celsius (°C).
To display Fahrenheit (°F), repeat the process.
• TEMPERATURE DISPLAY ADJUSTMENT — Your
new thermostat has been accurately set in our factory. However, if you wish, you may adjust your new
thermostat temperature display to match your old
thermostat. This can be accomplished (within a ±4°
range) as follows:
1. Place the SYSTEM switch in the OFF position.
2. While holding the button, move the SYSTEM
switch to HEAT or COOL. Release the button
when the display shows only the current temperature.
3. Press or to adjust the displayed temperature
to your desired setting.
4. The thermostat will resume normal operation within
two minutes.
• RESET BUTTON - (see fig. 2) resets the thermostat
to the factory setting. This button can be used to reset
the thermostat if it has been subjected to a voltage
spike and has become scrambled or frozen.
SETTING YOUR THERMOSTAT
This thermostat is easy to operate. Set the SYSTEM
switch to HEAT, COOL or EMERgency. Press or
until the temperature to maintain is shown on the right side
of the display. To turn the system off, move the SYSTEM
switch to OFF.
The FAN switch controls the fan operation. When the FAN
switch is set to AUTO, the fan will cycle with the Heat
Pump. When the FAN switch is set to ON, the fan will run
continuously, regardless of SYSTEM switch position.
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