HVAC School - For Techs, By Techs

Mike Klokus and Jeff Crable walk us through Kalos Services' light commercial PM process.  First, we verify that everyone is clear on the agreement. Then, we start the PM with a thorough visual inspection, taking copious notes about things that look concerning.  Once we’ve done a visual inspection, we clean the condensers. We try to use only water when possible, though safe cleaners may be necessary in some cases. When checking the electrical components, we make sure the wires are neat and have tight connections. We take our electrical readings and check the capacitor. Then, we check the system’s refrigerant temperatures and pressures. We measure the superheat, subcooling, and pressures throughout the system and record those. Once we move indoors, we check and replace the filter in accordance with the agreement. We do another visual inspection at the air handler, paying special attention to blower wheel cleanliness, panel insulation, and wire routing and connections. When cleaning the evaporator, we want to try to stick with water or self-rinse cleaners. We want to make sure that we use very mild chemicals, and any foaming cleaners should be diluted appropriately and rinsed entirely. Drain cleaning is one of the most critical parts of a PM. We check for double traps and to make sure that the drain lines are properly pitched, trapped, and vented; vents should be uncapped, but cleanouts must be capped.  We finish with a final inspection, making sure all disconnects are back in, cleaning up all trash and tools, and sharing any notes with the customer. Mike and Jeff also cover: Cleaning microchannel and multi-row coils Critical electrical readings How to replace panels carefully Filter replacement Modifying ductwork and return boxes for accessibility Cleaning drain pans thoroughly Pulling and cleaning blower wheels Common drains and condensate pumps Traps, cleanouts, and vents Testing heat strips Finishing up calls If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

In this short podcast, Bryan covers a common electrical myth about wire length and its relationship with the National Electrical Code. The NEC is concerned with safety—protecting buildings and people—but less so with making sure things work. Wire sizing is a common topic, and length is important because it can contribute to the voltage drop in a circuit. In many cases, we refer to the MCA (minimum circuit ampacity) to select an appropriate wire size.  If you run more current through an undersized conductor, it gets hotter and will experience a voltage drop—though not proportionally. It’s worth noting that nothing in the circuit is fixed; voltage, amperage, and resistance all follow Ohm’s law but are variable as different things start happening in a circuit. In many cases, the NEC generally doesn’t require us to size conductors to accommodate for voltage drop. Conductors have some degree of resistance, so longer wires will result in a greater voltage drop than you would see in a shorter wire. It makes sense for the wire to overheat, but that won’t happen because the greater resistance in the circuit will reduce the current. There is less work being done. Longer wires and circuits that are sized correctly shouldn’t overheat or present a safety issue. The NEC recommends but does not require voltage drop to stay below 5% across a conductor. That is a performance recommendation, not a safety concern. We need equipment to perform correctly, but NEC won’t prevent electricians from setting up branch circuits that are longer than the ideal length. Excessively long branch circuits are common in commercial structures, and it’s up to HVAC technicians to notice that and measure the voltage drop to make sure it’s not negatively affecting the equipment.    If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

Trevor Matthews, the founder of Refrigeration Mentor, returns to the podcast to talk about why CO2 matters in commercial refrigeration and even HVAC applications. CO2 (R-744) has entered the residential HVAC sphere in some places around the world, though it hasn’t come to the North American markets yet. CO2 is one of the most eco-friendly refrigerants on the market, with a GWP of 1, and it’s very good at moving heat. However, CO2 has some challenges, including its low critical point and higher pressures.   CO2 comes with some safety concerns, and its systems have a complicated infrastructure. Since CO2 can exist as a liquid, vapor, or solid under operating conditions, you could end up with dry ice in the system. These issues require skilled, attentive technicians. As the industry moves to natural refrigerants like CO2 and hydrocarbons, we need to stop the race to the bottom. Technicians need to learn how to take their time and do the job right when they work on CO2 equipment so that they can be safe and save energy.  The future of troubleshooting will eventually lie in electronic controls that take measurements constantly. Technicians won’t lose their necessity with these changes, but it will be easier for them to respond to those measurements directly without connecting gauges. Technicians will also be able to access performance logs, which can help diagnose long-term problems. Trevor and Bryan also discuss: Trevor’s history working with CO2 Refrigerant regulations Transcritical CO2 and climate The skills and proficiency of young technicians Dry ice in CO2 systems Pressure transducers and pressure release valves Manufacturer support and quality control Data logging and electronic controls in commercial refrigeration Trevor’s recommended resources for CO2 education and training   Check out Trevor’s mentorship and training initiative at refrigerationmentor.com.  If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

This podcast is Bryan’s full-length electrical basics class for the Kalos technicians. He covers electrical theory and circuit basics. Volts, resistance, and amps all affect the behavior of electricity in circuits. These are also critical factors in electrical safety. Watts and kilowatts come from the multiplication of the volts and amps, though not every volt-amp does work; the power factor indicates how much work the volt-amps are actually doing. Some of the volt-amps are reactive (kVAR) and don’t do the real power of watts. Electrons move by interacting with other atoms. Substances can be conductors or insulators, and conductors have very few valence electrons, which move in and out of other atoms easily. Insulators have many valence electrons and are more stable. Insulators have high resistance, and conductors tend to have low resistance. Circuits consist of loads, switches, and power supplies. Loads actually do things and consist of light bulbs and motors. Switches pass power and don’t do work. Power supplies can be finite, like batteries, but also include transformers that take power from the utility company. Open circuits don’t move electricity, but closed circuits create a complete path that allows electrons to move. Electricity takes all available paths, not just the path of least resistance. Bryan also covers: Electricity and the body GFCIs and AFCIs Shock and arc flash protection Lockout/tagout Electricity and fall hazards Energy transfer Resistive vs. inductive loads Magnetism and flux Direct current (DC) vs. alternating current (AC) How power companies and generators work Open vs. short circuits “Path of least resistance” Tripping breakers Electrical units of measurement Step-up and step-down transformers Electrical frequency (hertz) Variable frequency drives (VFDs) Microfarads and capacitors Parallel and series circuits Becoming more proficient at reading diagrams   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

In this short podcast, Bryan debunks the myth that electricity only takes the path of least resistance. It is true that more current will typically take paths of lower resistance; it’s much easier for more electrons to flow through a path with lower resistance, which is consistent with Ohm’s law. Ohm’s law states that a circuit will have higher current with you have lower resistance so long as the voltage stays the same.  In most cases, the voltage stays relatively constant; transformers don’t often need to limit their currents, so there usually isn’t a voltage drop. When power supplies are regulated, the voltage is usually fixed, not the amperage. As a result, dropping the resistance in a circuit will increase the current.  Ohm’s law holds true for both resistive and inductive loads. Inductive loads, however, are a bit tricky because the resistance isn’t constant. As motors spin faster, they create back EMF or impedance, which is magnetic resistance. The resistance only shows up once a motor, solenoid, or another electromagnetic component is energized; the resistance is much more dynamic. An electrical current takes ALL parallel paths, not just the path of least resistance. The current also stays proportional to the resistance, even when it takes paths of many different resistance values. Our bodies are also parallel paths, so there’s a risk of electric shock even though our bodies usually have much higher resistance than loads. Wet skin has less resistance than dry skin, so that’s why electricity and water are so dangerous to us; lower resistance means that more current can flow through our bodies.  If electricity ONLY took the path of least resistance, we wouldn’t be able to operate all the appliances and electrical components in our homes. The only prerequisite is an electrical potential (voltage).   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

Nikki Krueger from Santa Fe Dehumidifiers returns to the podcast to talk about dehumidification equipment and strategies in the shoulder seasons (spring and fall). The shoulder seasons (and the weeks leading up to them) are when many homeowners begin to notice moisture problems in their homes. HVAC units and dehumidifiers should have a king-queen relationship. The HVAC unit is the king and controls the bulk of temperature and humidity during the day, but the dehumidifier can take care of the humidity when the king needs help. To remove moisture optimally, an HVAC unit needs longer runtimes and a cold evaporator coil. However, there will still likely be gaps in performance, and that’s when the dehumidifier can step in.  Proper equipment sizing can help us achieve better runtimes; we want to avoid oversizing the HVAC equipment, but oversizing is a bit less critical when it comes to installing dehumidifiers. The actual install configuration is more important when it comes to dehumidifiers (i.e., whether it takes supply or return air and ties into the supply or return). Dehumidification can be coupled with ventilation and filtration; ventilating dehumidifiers bring in outdoor air and should filter it before dehumidifying. The air mixing tends to occur in the dehumidifier, and the mixed, dehumidified air then moves into the supply airstream.  Nikki and Bryan also discuss: Condensating vents, walls, and equipment Modern homes, energy efficiency, and HVAC  Infiltration and the building envelope’s effect on humidity Effects of equipment sizing and wall/duct insulation Fan speed, air mixing, condensation, and humidity Andy Ask and Ken Gehring’s contributions and legacies Humidity from household habits and behaviors Santa Fe Oasis 105 features and operation   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

In this short podcast episode, Bryan gives some quick tips for time management. You can save a lot of time by prioritizing what really matters and delegating tasks. One of the simplest but most effective ways to manage your time is to use a calendar. You can even apply the calendar to your personal life; you can get into a habit of scheduling important appointments, deadlines, and tasks. Google Calendar also allows other people to see and interact with your schedule, so it’s a great tool for scheduling performance reviews, interviews, and meetings. When you prioritize things, think about the negative and positive impacts of each thing. The ones with the highest positive and negative impacts should take priority over things with less significant positive or negative impacts. Many of the major business initiatives take place in the slow season, and many of our urgent client issues take priority during the busy seasons. Delegating is also a critical task. Just because you can do something, that doesn’t mean you should do it. So, it often makes more sense to give someone a task if they’re uniquely qualified for it. If someone is uniquely qualified to do a task, then you can delegate that task to them. Delegating is NOT the same as passing work to someone else because you don’t want to do it. To delegate effectively, you need to assess qualifications and prioritize. On the management side, you can put processes in place that allow you to spend less time managing and more time doing meaningful things at work that you actually enjoy. Making videos and audio tutorials can make it easy to demonstrate processes and procedures within your company. Then, you can focus on leading by example, creating, and making everybody better overall.   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

Experienced mentor Eric Kaiser discusses effective mentorship strategies in the HVAC/R trade, emphasizing the importance of passing knowledge on, establishing mentor as a guide, supporting discovery, and prioritizing mentee's health and wellness. Mentorship provides context for training and connections, enabling mutual learning and growth in the industry.

Eric Kaiser joins the HVAC School podcast to talk about HVAC measurement types and the benefits of taking each one. He also talks about point measurements and data trends. Point measurements include static pressure, voltage readings, and readings provided by gauges. We only take those measurements once. However, when you track those on several occasions over time, you can build data trends. Single-point measurements give us information about what is happening at the moment, but they don’t give us a long-term view of the system's health. Absolute and differential measurements also have different purposes entirely. Absolute measurements require us to compare a reading to a specific, unchanging reference point, but differentials compare one measurement to another. When we turn point measurements into trend measurements, we can see some degree of causation. Changes in data trends indicate that a problem occurred at a certain point in time and could be due to changes that coincided with the deviation from the norm. However, that’s intermittent trending that relies on us to take point measurements at spaced-out points in time. Continuous trending allows us to use sensors and test instruments that map changes constantly. At the end of the day, point measurements are like snapshots, and continuous data trends are like videos; the former only shows part of the picture, and the latter can help us solve more difficult problems by giving us a more complete idea of what’s happening. Eric and Bryan also discuss: Qualitative vs. quantitative measurements Filter restrictions and static pressure Gauge vs. atmospheric pressure Combined trend measurements How tool usage and calibration impact measurements Non-invasive testing Recorded data and sample frequency Comparative troubleshooting in spaces with similar equipment Resolution vs. accuracy vs. precision   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.

Genry Garcia joins the podcast to give an intro to ASHRAE Standard 62.2. He and Bryan also share a nice rant about accountability in HVAC design. Standard 62.2 is the ventilation standard for low-rise residential buildings, which dilutes airborne contaminants like VOCs and CO2. Before coming up with a ventilation strategy, we need to assess the leakage rate of the building, such as via a blower door test. However, we also need to consider how bringing in outdoor air might negatively affect efficiency and comfort if we don’t do it right.  Exhaust ventilation removes air from the structure and relies on infiltration to bring air back in. Instead, we can use controlled intake air, which is brought in from the outdoors instead of unconditioned spaces in the home.  Ventilating dehumidification is a strategy we can use to comply with 62.2; we can bring in filtered outdoor air and dehumidify it before injecting it into the supply ductwork. When we introduce ventilation in a Florida installation, bringing it in through the return is typically not ideal, especially if it’s unfiltered. People can go wrong with 62.2 if they remain shortsighted; when designing ventilation systems, we need to think about a lot more than the load calculations and CFM of fresh air needed. We need to focus on accessibility, ventilation strategies, and location-specific installation practices. Consulting tradespeople during the design process would likely make ventilation systems much more accessible, sensible, and effective. Genry and Bryan also discuss: Ventilation as an IAQ strategy Infiltration credits Pressurization Continuous vs. spot measurement Holding the right people accountable during the design phase Intermittent vs. continuous ventilation Automating ventilation with sensors Controlling ventilation on a timer Genry’s ideal methods of controlling ventilation   If you have an iPhone, subscribe to the podcast HERE, and if you have an Android phone, subscribe HERE. Check out our handy calculators HERE.