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AN OVERVIEW ON HVAC
HYDRONIC BALANCING
By
Ahmed Abdel Ghani MetawieConsultant
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Why Balancing?
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Types of HVAC ys!e"s
Two Basic System arrangements:
Direct eturn
everse eturn
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Di#ec! Re!$#n
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Di#ec! Re!$#n
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!ost suitable for buildings utili"ing energy
saving variable volume.
equires a minimum of piping and usually hasless pipe friction than equivalent reveres return.
#ump head can be exerted across the
temperature control valves.
Di#ec! Re!$#n
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Re%e#se Re!$#n
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&lo' Types ( )#ess$#e G#a*ien!s
Constant fow
% Three way valves.
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&lo' Types ( )#ess$#e G#a*ien!s
Constant fow
% Three way valves.
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+a#,e! A%aila-le Balancing Techni.$es
!anual or Static Balancing
To ad*ust by hand p across coil and control valve circuits.
Tools used are balancing valves and commissioning sets.
+utomatic balancing To maintain constant( a water flow rate independently of the
changes of the differential pressure.
Types of flow controllers
% +utomatic variable orifice.
% Self%acting valve.
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A$!o"a!ic Va#ia-le O#ifice
,imitations and disadvantages:
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A$!o"a!ic Va#ia-le O#ifice
Limitations and disadvantages:
)o possibility to measure the flow rate.
!inimum differential pressure required is
relatively high.
emain loc-ed on position due to scaling.
These disturbances are not measurable.
Dirt in water reduces the section area of the orifice(
with a much higher deviation in the flow.
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A$!o"a!ic Va#ia-le O#ifice
Limitations and disadvantages:
)oisy
ave to be removed during flushing
Cartridge must be replaced when flow changes
&verpressure is ta-en away in the small flow
controllers in series with the terminal units.
/ery sensitive to the particles in the water.
0ssential to protect with an efficient filter.
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A elf/Ac!ing Val%e +ain!ainsCons!an! !he ∆p Ac#oss a &i0e* O#ifice
Description and operation:
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1f the flow rate has to be changed( the cartridgemust be replaced or read*usted.
2low rate can be chosen at any value between 3
and a maximum( without being obliged to remove
any part of the device. 2low can be measured with the balancing valve.
During flushing( it is *ust sufficient to open fully the
balancing valve.
The maximum possible pressure drop is 433 -#a.
2low range from 533 to 5633 17h 83.35 to 3.94 17s;.
!inimum operating pressure drop between
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Co"pa#ison Be!'een &lo' Con!#olle#san* Balancing Val%es
Constant fow distribution
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Co"pa#ison Be!'een &lo' Con!#olle#san* Balancing Val%es
Constant fow distribution
% 'ith flow controllers
2low rate is maintained constant independently on the port characteristics
of the three%way valve.
)o balancing procedure is required and balancing of branches and risers
is obtained naturally. The balancing procedure( which
detects most of the hydronic
anomalies( is not carried out.
The flow is not measurable.
!ore costly than balancing valves. +s a constant flow distribution is
charachterised by an absence of
disturbances( a controller is in fact
not necessary.
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C i B ! &l C ! ll
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Co"pa#ison Be!'een &lo' Con!#olle#san* Balancing Val%es
Variable fow distribution
C i B ! &l C ! ll
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Co"pa#ison Be!'een &lo' Con!#olle#san* Balancing Val%es
Variable fow distribution
% 'ith flow controllers
&ne flow limiter is in series
with each control valve.
+ balancing procedure is
not required. owever( the
actual flow cannot be
measured.
The control valve authority
can be destroyed by theincrease of differential
pressure leading to
unstable control loops.
C i B ! &l C ! ll
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Co"pa#ison Be!'een &lo' Con!#olle#san* Balancing Val%es
Variable fow distribution
% 'ith balancing valves
Balancing valve gives the
possibility to measure the
flow rate and to ad*ust it at
the correct value. The partner valve creates the
main pressure drop
corresponding for instance
with the overpressure created
on a riser close to the pump.
1t is only when all controlvalves shut simultaneously
that the increase of the
differential pressure is as
dramatic as for flow controllers.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:
The coil%modulating valve will control better if some of
the drop can be ta-en across the balancing valve.
FACT:The coil%modulating valve will always control better if the
balancing valve is not used and the drop across the control
valve is increased by the drop that would be allocated to the
balancing valve. The control valve will then be smaller andthe rangeability and close%off rating will be greater.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:
The control valve can close against higher pressure
drops if balancing valves ta-e some of the drop.
FACT:
The balancing valve has nothing to do with the close off
rating of the 4%way modulating valve. The balancing
valve only ta-es a drop when there is flow. 'hen the
modulating valve is seating or unseating( all the drop isacross this valve. )one of the drop is across the
balancing valve.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:
The modulating control valves will be quieter if
balancing valves are used.
FACT:
The balancing valves have no bearing on control valvesnoise.
Control valves are the noisiest when they are seating or
unseating that is when the pressure drop across the
control valve is greatest( because there is no drop
across the balancing valve or any of the other
components in the branch circuit.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:
The coils will not get their design flow if balancing valves
are not used.
FACT:
1f the control valves are si"ed properly and actuators
are large enough to position the valve plugs properly(
the system is self%balancing. 0ach coil will receive only
enough flow to satisfy the load.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:
The coils nearest the pump will =rob= flow to the other coils
when the system is first started.
FACT:
&n start%up( there may be a brief flow unbalance but this lasts only untilthe thermostat ta-es over and repositions the coil valve. 'hen the flow
unbalance occurs( the excess flow through the coil should bring the valve
under thermostat control very quic-ly. +s an option( a high limit differentia
pressure sensor can be connected across each coil to limit the flow
through the control valve to the design >.#.!. This sensor could be field
ad*usted for the design differential( or it could be set at the factory to avoid
having to ma-e field ad*ustments.
+YTH ( &ACT
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+YTH ( &ACT
MYTH:The valves nearest the pump will not modulate because
much of the valve stro-e will be lost in balancing the flow.
FACT:
1f properly selected valves 8those with equal percentage ports
and with correct actuators; are used( 43? or less of the stro-e
will be used to balance the flow. The rest of the stro-e will still
be available to modulate the flow within the design limits.
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Dyna"ic Balancing 'i!h ∆) Con!#olle#s
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y g1eep Cons!an! !he ∆p ac#oss !he Con!#ol Val%e
Main Characteristics: )o need for other balancing devices in the branches and risers.
+s the differential pressure across the modulating control valve is practically
constant( its authority is close to one and the control valve is never oversi"ed.
The p control device does not wor- against the control valve( as flow controllers do(
but dynamically maintains the best conditions for the stability of the control loop.
The use of a balancing valve with a differential pressure controller can be consideredas a little bul-y( however( this combination has the following advantages:
The modulating control valve wor-s in the best conditions with an authority of one.
The flow rate remains measurable for diagnostic purposes.
The Control valve is never oversi"ed and the design flow is always obtained for the
control valve fully open.
There is no need of balancing the branches and risers if all control loops are equippedwith this device.
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1eep cons!an! !he ∆p ac#oss
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1eep cons!an! !he ∆p ac#oss-#anch 'i!h se%e#al ci#c$i!s
1eep cons!an! !he ∆p ac#oss
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1eep cons!an! !he ∆p ac#oss-#anch 'i!h se%e#al ci#c$i!s