Welcome to Week 2 of your Daycool Academy training! This week, we'll build the foundation of your HVAC knowledge with essential concepts and components.
Week 2 Objectives
1
Understand the fundamental refrigeration cycle
Learn how heat transfer works in HVAC systems
2
Identify key HVAC system components
Recognize the function of compressors, condensers, evaporators, and more
3
Differentiate between system types
Compare split systems, package units, mini-splits, and heat pumps
4
Master essential HVAC terminology
Become fluent in industry terms like SEER, tonnage, and BTUs
By the end of this week, you'll have the knowledge foundation needed to understand how HVAC systems operate and communicate effectively in the field.
What Is HVAC?
HVAC stands for Heating, Ventilation, and Air Conditioning. These interconnected systems work together to maintain comfortable indoor environments by:
Controlling temperature (heating and cooling)
Managing humidity levels
Ensuring proper air circulation
Filtering contaminants for better air quality
Providing fresh outdoor air when needed
At Daycool, we focus on creating indoor environments that prioritize comfort, efficiency, and health.
The Refrigeration Cycle: The Heart of HVAC
The refrigeration cycle is the fundamental process behind air conditioning and heat pumps. It transfers heat from one location to another using a refrigerant that changes states.
This cycle is a continuous process with four main stages:
Compression: Low-pressure gas is compressed, raising its temperature and pressure
Condensation: High-pressure gas releases heat and condenses into a liquid
Expansion: High-pressure liquid passes through a metering device, reducing pressure
Evaporation: Low-pressure liquid absorbs heat and evaporates into a gas
Refrigeration Cycle: Real-World Example
Let's make the refrigeration cycle more relatable with a simple example:
Think of a sponge that absorbs water (heat) from one container and then is squeezed (compressed) to release that water (heat) into another container.
In an air conditioner:
The refrigerant "sponge" absorbs heat from inside your home
The compressor "squeezes" the refrigerant
The refrigerant releases that heat outside
The cycle repeats continuously
This is why the outdoor unit feels hot when your AC is running - it's releasing the heat from inside your home.
Key HVAC Components: Overview
Compressor
The "heart" of the system that pressurizes refrigerant and keeps it flowing through the system
Condenser
Releases heat from the refrigerant to the outside air (typically in the outdoor unit)
Evaporator
Absorbs heat from indoor air as refrigerant evaporates (typically in the indoor unit)
Metering Device
Controls refrigerant flow and creates pressure drop needed for the cycle
These four components form the foundation of the refrigeration cycle in all air conditioning systems.
The Compressor: Heart of the System
What It Does:
Compresses low-pressure refrigerant gas into high-pressure gas
Creates the pressure difference that drives refrigerant flow
Increases refrigerant temperature through compression
Types of Compressors:
Reciprocating (piston-driven)
Scroll (spiral mechanism)
Rotary (rotating mechanism)
Screw (interlocking helical rotors)
At Daycool, we primarily work with scroll compressors in residential systems due to their reliability, efficiency, and quieter operation.
The Condenser: Rejecting Heat
What It Does:
Releases heat from refrigerant to outside air
Converts high-pressure gas to high-pressure liquid
Located in the outdoor unit
Key Components:
Condenser coil (copper tubing with aluminum fins)
Condenser fan (moves air across the coil)
Housing and protective grille
Clean condensers are critical for system efficiency!
The Evaporator: Absorbing Heat
What It Does:
Absorbs heat from indoor air
Converts low-pressure liquid to low-pressure gas
Removes humidity by condensing moisture
Located in the indoor unit (air handler or furnace)
Key Components:
Evaporator coil (copper tubing with aluminum fins)
Drain pan (collects condensation)
Blower (moves air across the coil)
Regular cleaning prevents mold growth and ensures proper system operation.
Metering Devices: Controlling Flow
Thermostatic Expansion Valve (TXV)
Adjusts refrigerant flow based on evaporator outlet temperature and pressure. More precise but more expensive.
Fixed Orifice
Simple tube with precise diameter that creates a constant pressure drop. Less expensive but less adaptable to changing conditions.
Electronic Expansion Valve (EEV)
Electronically controlled valve that provides precise refrigerant flow. Used in high-efficiency and variable-capacity systems.
The metering device creates the pressure differential required for the refrigerant to absorb heat in the evaporator. It's the dividing point between the high-pressure and low-pressure sides of the system.
Types of HVAC Systems: Overview
Several types of HVAC systems are available to suit different buildings and climate needs:
At Daycool, we service and install all these system types, with split systems and heat pumps being the most common in our service area.
Split Systems
Components:
Outdoor unit (condenser and compressor)
Indoor unit (evaporator coil and air handler/furnace)
Refrigerant lines connecting both units
Thermostat and ductwork
Advantages:
Most common residential system
Flexible installation options
Components can be matched for efficiency
Indoor components protected from elements
Split systems separate the noisy components (compressor, condenser fan) from the living space.
Packaged Systems
Components:
All components housed in a single outdoor unit
Direct connection to indoor ductwork
Thermostat control
Advantages:
Space-saving (no indoor unit required)
Often used in commercial applications
Easier installation in some cases
Good for buildings with limited indoor space
Daycool services packaged units for both residential and light commercial customers.
Ductless Mini-Split Systems
Components:
Outdoor condensing unit
One or more indoor air handlers
Refrigerant lines connecting units
No ductwork required
Advantages:
Zone control (each indoor unit controlled separately)
Excellent for room additions or spaces without ducts
High efficiency (no duct losses)
Quiet operation
Mini-splits are gaining popularity due to their flexibility and efficiency, especially for room additions and retrofits.
Heat Pumps
Heat pumps can provide both heating and cooling by reversing the refrigeration cycle based on the season.
Key Components:
Reversing valve: Changes refrigerant flow direction
Auxiliary heat: Backup for extreme cold temperatures
Advantages:
Energy efficient (moves heat instead of generating it)
One system for both heating and cooling
Lower operating costs than electric resistance heat
Daycool specializes in heat pump installations, which are ideal for our climate zone.
Heat Pump Operation: Cooling vs. Heating
Cooling Mode
Operates like a standard air conditioner:
Absorbs heat from inside
Rejects heat outside
Indoor coil is the evaporator
Outdoor coil is the condenser
Reversing Valve
Changes refrigerant flow direction when mode changes
Heating Mode
Reverses the cycle:
Absorbs heat from outside
Rejects heat inside
Indoor coil becomes the condenser
Outdoor coil becomes the evaporator
Heat pumps can extract heat from outside air even when it's cold (down to about 25-30°F efficiently). Below that temperature, auxiliary heat typically activates.
Gas vs. Electric Heat
Gas Furnaces
Burn natural gas or propane to generate heat
Higher initial cost but lower operating cost
Produce higher temperature air (115-125°F)
Require venting for combustion gases
Need gas line installation
Electric Heat
Use electric resistance coils to generate heat
Lower initial cost but higher operating cost
Produce moderate temperature air (95-105°F)
No venting required
Simple installation
Heat pumps (discussed previously) are a third electric heating option that's more efficient than standard electric resistance heat.
Heating Mode: Gas Furnace Operation
1
Thermostat Call for Heat
Thermostat sends signal to furnace control board
2
Draft Inducer Starts
Removes any gas from previous cycle and creates proper draft
3
Pressure Switch Confirms
Verifies proper venting before allowing gas valve to open
4
Ignition Sequence
Hot surface ignitor glows or spark ignitor activates
5
Gas Valve Opens
Gas flows to burners and ignites
6
Flame Sensor Confirms
Verifies flame presence or gas valve closes
7
Blower Starts
After heat exchanger warms up (30-60 seconds)
8
Cycle Ends
When temperature setpoint is reached
Heat Exchangers: Critical Safety Component
The heat exchanger is where combustion gases transfer heat to household air without the two airstreams mixing.
Key Points:
Separates combustion products from breathing air
Cracked heat exchangers can leak carbon monoxide
Regular inspection is essential for safety
Typical lifespan is 15-20 years
Always take heat exchanger cracks seriously! This is a critical safety issue that Daycool technicians must never overlook.
Electric Heat: Sequence of Operation
Electric heat operation is simpler than gas heat with fewer safety controls:
Thermostat Call for Heat
Thermostat signals control board for heat
Sequencers Activate
Control which heating elements turn on and when (prevents power surge)
Heating Elements Energize
Electric current passes through high-resistance elements, generating heat
Blower Operates
Moves air across heated elements into ductwork
Cycle Ends
When temperature setpoint is reached
Electric heat systems include high-temperature limit switches that shut down the system if it overheats.
Indoor Airflow: The Importance of Proper Ductwork
Ductwork Functions:
Distributes conditioned air throughout the building
Returns air to the HVAC system for reconditioning
Helps maintain proper static pressure
May incorporate filtration and humidity control
Common Ductwork Issues:
Leakage (up to 30% in typical homes)
Improper sizing (too small or too large)
Poor layout design
Inadequate insulation
Proper ductwork design is essential for system efficiency, comfort, and indoor air quality.
Supply vs. Return Ductwork
Supply Ducts
Deliver conditioned air to rooms
Typically smaller, branching ducts
End in supply registers or grilles
Should be insulated when in unconditioned spaces
Positive pressure (air pushing out)
Return Ducts
Bring room air back to HVAC system
Typically larger ducts
Fewer in number than supply ducts
End in return grilles (usually larger)
Negative pressure (air being pulled in)
A well-balanced duct system has approximately equal supply and return airflow capacity.
Ductwork Materials
Sheet Metal
Durable and long-lasting
Low air leakage when properly sealed
Can be insulated externally
More expensive option
Flexible Duct
Easy to install around obstacles
Built-in insulation
Higher air resistance if not properly stretched
Shorter lifespan than metal
Fiberglass Ductboard
Good insulation properties
Sound dampening qualities
Fabricated on job site
Susceptible to damage if wet
Daycool technicians should understand the advantages and limitations of each material when servicing different systems.
Airflow Measurement and Balancing
Why Airflow Matters:
Determines system capacity and efficiency
Affects temperature distribution and comfort
Impacts system reliability and component life
Influences humidity control
Measurement Tools:
Anemometer (measures air velocity)
Flow hood (measures CFM at registers)
Manometer (measures static pressure)
Typical residential systems need 350-400 CFM per ton of cooling capacity.
CFM stands for Cubic Feet per Minute, the standard measurement for air volume in HVAC systems.
Static Pressure: The Silent Killer
Static pressure is the resistance to airflow in the duct system. Think of it like blood pressure in the human body.
High Static Pressure Causes:
Undersized ductwork
Dirty filters
Closed dampers or registers
Restrictive duct design
Dirty coils
Consequences:
Reduced airflow
Decreased capacity and efficiency
Increased energy consumption
Premature equipment failure
Most residential systems should operate below 0.5" WC (water column) of total external static pressure.
Filters & Indoor Air Quality Basics
Filters serve two crucial purposes in HVAC systems:
1. Equipment Protection
Prevents dirt buildup on evaporator coils
Reduces maintenance needs
Protects blower components
Maintains system efficiency
2. Indoor Air Quality
Removes airborne particles
Reduces allergens
Improves respiratory health
Creates cleaner living environment
The right filter balances airflow needs with filtration goals.
Filter Types and MERV Ratings
MERV (Minimum Efficiency Reporting Value) rates a filter's ability to capture particles between 0.3 and 10 microns.
1-4
Basic Filters
Fiberglass, washable - Captures large particles (dust, lint); protects equipment only
5-8
Better Filters
Pleated, polyester - Captures medium particles (mold spores, dust mite debris); basic air quality
9-12
Superior Filters
Deep-pleated - Captures small particles (legionella, lead dust); good air quality
13-16
HEPA-Grade
Hospital-grade - Captures very small particles (bacteria, smoke); excellent air quality
Important: Higher MERV ratings restrict airflow more. Always check manufacturer specifications for maximum filter restriction.
Filter Maintenance and Replacement
Replacement Schedule:
1" filters: Every 1-3 months
4" filters: Every 6-12 months
Electronic air cleaners: Clean cells every 3-6 months
Factors Affecting Frequency:
Pets in the home
Number of occupants
Construction or renovation activity
Seasonal pollen counts
Urban vs. rural location
Dirty filters are the #1 cause of airflow problems and system inefficiency in residential systems!
At Daycool, we always check and replace filters during maintenance visits and educate customers on proper filter maintenance.
Beyond Filtration: Advanced IAQ Solutions
UV Light Systems
Uses ultraviolet light to kill or deactivate mold, bacteria, and viruses that grow on coils and in ductwork.
Electronic Air Cleaners
Uses electrostatic attraction to capture particles. Can be extremely effective but requires regular cleaning.
PCO Purifiers
Photocatalytic oxidation breaks down gaseous pollutants, VOCs, and odors into harmless compounds.
Whole-Home Dehumidifiers
Removes excess moisture, helping prevent mold growth and improving comfort in humid climates.
Daycool offers comprehensive IAQ assessments to help customers choose the right solutions for their specific needs.
The Humidity Connection
Why Humidity Matters:
Controlling humidity is a critical but often overlooked aspect of indoor comfort and health.
Too High (>60%):
Promotes mold and dust mite growth
Makes air feel stuffy and warmer
Can damage building materials
Too Low (<30%):
Causes dry skin, static electricity
Irritates respiratory system
Can damage wood furnishings
Ideal indoor relative humidity is between 40-60% in summer and 30-50% in winter.
Standard air conditioning provides some dehumidification, but dedicated humidity control may be needed in certain climates.
HVAC Terminology: Speaking the Language
Understanding key HVAC terms is essential for communicating effectively with customers and fellow technicians.
Let's review some of the most important terminology you'll use daily at Daycool.
BTU: The Basic Unit of Heat
BTU stands for British Thermal Unit, the amount of heat needed to raise 1 pound of water by 1°F.
In HVAC Applications:
Measures heating and cooling capacity
Residential equipment rated in thousands of BTUs (MBH)
One ton of cooling = 12,000 BTUs/hour
The BTU is the foundation for sizing HVAC equipment to match the building's needs.
A typical 2,000 sq. ft. home might require a 36,000-48,000 BTU (3-4 ton) system, depending on climate, insulation, and other factors.
Tonnage: Sizing Air Conditioning Systems
In HVAC, a "ton" refers to cooling capacity, not weight.
Definition:
One ton = the cooling power needed to melt 2,000 lbs of ice in 24 hours = 12,000 BTU/hour
Common Residential Sizes:
1.5 ton (18,000 BTU) - Small homes/apartments
2 ton (24,000 BTU) - Small to medium homes
3 ton (36,000 BTU) - Medium homes
4 ton (48,000 BTU) - Larger homes
5 ton (60,000 BTU) - Very large homes
Important: Proper sizing is critical! Oversized systems short-cycle and undersized systems run constantly.
Efficiency Ratings: SEER and HSPF
SEER (Seasonal Energy Efficiency Ratio)
Measures cooling efficiency - total cooling output divided by total electric energy input during a typical cooling season.
Higher numbers = more efficient
Current minimum: 14 SEER (North), 15 SEER (South)
High-efficiency units: 18-26 SEER
HSPF (Heating Seasonal Performance Factor)
Measures heat pump heating efficiency - total heating output divided by total electric energy input during a typical heating season.
Higher numbers = more efficient
Current minimum: 8.8 HSPF
High-efficiency units: 10-13 HSPF
Daycool typically recommends at least 16 SEER systems for the best balance of efficiency and value.
Efficiency Ratings: AFUE
AFUE (Annual Fuel Utilization Efficiency)
Measures heating efficiency for furnaces and boilers - the percentage of fuel converted to heat during a typical heating season.
Categories:
80% AFUE: 80 cents of every fuel dollar converted to heat
90-95% AFUE: 90-95 cents of every fuel dollar converted to heat
95%+ AFUE: Highest efficiency available
Higher AFUE furnaces require condensate drainage systems to handle water produced during combustion.
The 15-20% efficiency improvement of a 95% AFUE furnace vs. 80% can mean substantial savings in cold climates.
HVAC Pressure Measurements
PSIG (Pounds per Square Inch Gauge)
Measures refrigerant pressure in the system relative to atmospheric pressure. Used when checking refrigerant charge.
Inches Water Column (WC)
Measures small pressure differences in air systems, including static pressure and gas pressure for furnaces.
Microns
Measures deep vacuum during system evacuation. Lower numbers mean deeper vacuum (500 microns is typically the target).
Pascals (Pa)
SI unit of pressure sometimes used in building science and duct testing (250 Pa = 1" WC).
Different pressure measurements serve different purposes, and Daycool technicians must be familiar with all of them.
Superheat and Subcooling
Superheat
The temperature of refrigerant vapor above its saturation (boiling) temperature at a given pressure.
Measured at evaporator outlet/compressor inlet
Used to check charge on fixed-orifice systems
Ensures no liquid enters compressor
Typical target: 8-12°F (varies by conditions)
Subcooling
The temperature of refrigerant liquid below its saturation (condensing) temperature at a given pressure.
Measured at condenser outlet/metering device inlet
The HVAC industry is transitioning to refrigerants with lower global warming potential. Daycool technicians must stay informed about these changes and the different handling requirements for each refrigerant type.
Hands-on Lab: Component Identification
In today's hands-on portion, you'll practice identifying the key components we've discussed:
Split the class into teams of 3-4
Rotate through stations with actual components
Identify each component and its function
Record your answers on the provided worksheet
Class discussion of results
This exercise reinforces classroom learning and builds familiarity with the actual parts you'll encounter in the field.
Components in today's lab include:
Compressors (scroll, reciprocating)
TXV and fixed orifice metering devices
Condenser and evaporator coils
Various switches and safety controls
Compressor Identification Exercise
Scroll Compressor
Identify by: Compact design, no valve plate on top, often with "scroll" stamped on shell
Found in: Most modern residential and light commercial systems
Reciprocating Compressor
Identify by: Valve plate on top, typically larger/heavier, may have visible crankcase
Found in: Older systems, some commercial applications
Rotary Compressor
Identify by: Typically smaller, cylindrical shape, often in sealed shell
Found in: Window units, small mini-splits, some heat pumps
For each compressor at your station, identify the type and list at least three key characteristics that helped you identify it.
Metering Device Identification Exercise
Thermostatic Expansion Valve (TXV)
Identify by: Bulb attached to suction line, adjustment stem, equalizer line
Function: Modulates refrigerant flow based on superheat
Fixed Orifice / Piston
Identify by: Small brass or plastic component with tiny hole, no moving parts
Function: Provides constant restriction regardless of conditions
Electronic Expansion Valve (EEV)
Identify by: Wiring harness, motor or stepper attached to valve body
Function: Precisely controls refrigerant flow based on multiple inputs
At your station, examine each metering device and record its type, identifying features, and typical application.
Coil and Heat Exchanger Identification
Evaporator Coil vs. Condenser Coil
Key differences to identify:
Fin spacing: Evaporator has tighter fins (12-14 FPI) vs. condenser (16-20 FPI)
Configuration: Evaporators often A-shaped, condensers typically straight or U-shaped
Drainage: Evaporators have drain pans; condensers don't
Size relative to cabinet: Evaporators nearly fill cabinet; condensers have more space for airflow
For the heat exchangers at your station, identify whether each is an evaporator or condenser, and note the specific features that led to your conclusion.
Electrical Component Identification
Capacitors
"Cylindrical components that store electrical charge to help motors start or run. Dual capacitors have three terminals (C, HERM, FAN); single capacitors have two terminals."
Contactors
"Electrical switches that control power to the compressor and condenser fan. Have low-voltage coil (24V) that controls high-voltage contacts (240V)."
Transformers
"Convert high voltage (240V) to low voltage (24V) for control circuits. Typically rectangular or donut-shaped."
Relays
"Electrically operated switches that control one circuit by the action of another circuit. Often found on circuit boards or in control boxes."
Practice identifying each component at your station and explaining its function to your team members.
Review: Refrigeration Cycle in Action
Let's review how all these components work together in a functioning HVAC system:
Compressor raises refrigerant pressure and temperature
Hot gas flows to condenser where heat transfers to outside air
Refrigerant condenses to high-pressure liquid
Metering device creates pressure drop
Low-pressure liquid enters evaporator
Refrigerant absorbs heat from indoor air and evaporates
Low-pressure vapor returns to compressor
Cycle repeats continuously
This continuous cycle transfers heat from inside the building to the outside, maintaining the desired indoor temperature.
Knowledge Check: Week 2 Quiz
Let's test your understanding of the essential concepts we've covered this week. Remember, the goal isn't just to get the right answers, but to ensure you understand the "why" behind each concept.
Quiz Question 1
In the refrigeration cycle, where does the refrigerant absorb heat from the indoor air?
1
Compressor
The refrigerant is compressed here, but no significant heat transfer from indoor air occurs.
2
Condenser
The refrigerant releases heat here rather than absorbing it.
3
Evaporator
This is where refrigerant absorbs heat from indoor air as it changes from liquid to vapor.
4
Metering Device
This component controls refrigerant flow but isn't involved in heat transfer.
The correct answer is C. Evaporator - This component is located in the indoor unit where refrigerant absorbs heat from the air passing over the coil.
Quiz Question 2
What component changes a heat pump from cooling mode to heating mode?
1
Compressor
The compressor runs in both modes but doesn't control the mode change.
2
Reversing Valve
This valve redirects refrigerant flow to reverse the cycle's direction.
3
Thermostat
The thermostat signals for the change but doesn't physically make it happen.
4
Expansion Valve
This controls refrigerant flow but doesn't determine the mode.
The correct answer is B. Reversing Valve - This specialized valve physically changes the direction of refrigerant flow, allowing the system to either cool or heat the indoor space.
Quiz Question 3
What unit of measurement is used to describe air conditioning capacity?
1
Watts
Watts measure electrical power consumption, not cooling capacity.
2
CFM (Cubic Feet per Minute)
CFM measures airflow rate, not cooling capacity.
3
PSI (Pounds per Square Inch)
PSI measures pressure, not cooling capacity.
4
Tons
One ton equals 12,000 BTUs per hour of cooling capacity.
The correct answer is D. Tons - This unit originated from the cooling power needed to melt 2,000 pounds (one ton) of ice in 24 hours.
Quiz Question 4
Which of the following would cause high static pressure in a duct system?
1
Oversized ducts
Larger ducts generally reduce static pressure, not increase it.
2
Clean filters
Clean filters create less restriction, lowering static pressure.
3
Clogged evaporator coil
A dirty coil restricts airflow, increasing static pressure.
4
Open dampers
Open dampers allow more airflow, reducing static pressure.
The correct answer is C. Clogged evaporator coil - Dirt and debris on the coil create restriction in the airflow path, increasing system static pressure.
Quiz Question 5
Which efficiency rating applies to air conditioners and heat pumps in cooling mode?
1
AFUE
AFUE (Annual Fuel Utilization Efficiency) applies to gas and oil furnaces.
2
EER
EER (Energy Efficiency Ratio) is a point rating at specific conditions.
3
SEER
SEER (Seasonal Energy Efficiency Ratio) measures cooling efficiency over an entire season.
The correct answer is C. SEER - This rating reflects the cooling output divided by energy input over a typical cooling season, not just at a single temperature point.