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Hydronic Circuit Balance
HVAC systems

Modern HVAC systems, in theory, can satisfy the most demanding requirements for indoor climate and operating costs. However, in real life systems, not even the most sophisticated controllers always perform as promised. As a result, comfort is compromised and operational costs are higher than expected. Among the common problems that appear are:
• Some rooms never reach the desired temperatures, particularly after load changes.
• Room temperatures keep swinging, particularly at low and medium loads even though the terminals have sophisticated controllers.
• Although the rated capacity of the production units may be sufficient, design capacity can not be transmitted, particularly during start-up after weekend or night set back.

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Fig Nº40. An external disturbance has the same effect on each terminal in the module..
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These problems frequently occur because incorrect flows keep controllers from doing their job. Controllers do their tasks efficiently only if design flows prevail in the plant and operating under design conditions. The only way to get design flows is to balance the plant. Balancing with manual balance valves gives the possibility to detect most of the hydronic problems and to determine the pump over sizing. The pump head can be adjusted at the correct value, optimizing both the initial and operating pumping costs. Manual balance valves perform itself as a flow-measuring device, a measurement instrument and a balancing mean all in one. Such features add valuable tools to obtain the correct flow at design conditions throughout the plant.
Theory and practice
In theory it is sufficient with one balance valve per terminal to appropriately distribute the flow through the system. This requires a correct calculating of the preset value for all balance valves according to the current hydraulic layout. If one or several flows are changed, all other flows will be more or less affected. It may require a long and tedious series of corrections to get back to the correct flows. In practice, it is necessary to divide larger systems into modules and installing balance valves in such a way that readjusting only one or few balance valves can compensate a flow adjustment anywhere in the system.
Proportionality law
The terminals in the figure 40 form a module. A disturbance external to the module causes a variation in the differential pressure across A and B. Since the flow depends on the differential pressure, flows in all terminals change in the same proportions.
The flow through these terminals can therefore be monitored through flow measurement in just one of them, which can serve as a reference. A balance valve common to all terminals can compensate for the effect of the external disturbance on the terminal flows in the module. This valve is known as compensation valve. However, direct return is the most common practice connecting terminals in a module as in figure 41.
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Fig. Nº41. A branch with several terminals and a compensation valve forms a balancing module.
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The water flow through each terminal depends on the differential pressure between A and L. Any modification of this pressure affects the flow in each terminal in the same proportion. But what happens if we create a disturbance that is internal to the module, for instance by closing the balancing valve of terminal 3?

This will strongly influence the flows in pipes CD and IJ, and thus the pressure loss in these pipes. The differential pressure between E and H will change noticeably, which will affect the flows in terminals 4 and 5, in the same proportion.
The fact that terminal 3 have been closed has little effect on the total flow through AB and KL. The pressure losses in these pipe lines change very little.

The differential pressure between B and K is changed only somewhat and terminal 1 will not react to the disturbance in the same proportion as terminals 4 and 5. Thus, the law of proportional flow change does not apply for internal disturbances as shown in figure 42.
Optimum balancing
Figure 43
shows two modules. The numbers indicate design pressure loss in each terminal and the pressure loss in each balance valve. Both modules are balanced. In both cases the differential pressure on each terminal is the required to obtain design flow through it. The pressure losses are differently distributed between the balance valves of the terminals and compensation valve.

Which balancing is the better of the two?
Optimum balancing means two things: (1) that the authority of the control valves in maximized for exact control, and that (2) pump over sizing is revealed so that pump head and thereby pumping costs can be minimized.

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Fig. Nº42. An internal disturbance do not change the flow proportionally in each branch..
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Fig. Nº43. A set of terminals can be balance in many ways, but only one is the optimum.
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The authority of a valve is based on the relationship between the available differential pressure when the valve is fully open (Delta P min) and when it is fully closed (Delta P max). When the valve is about to close the real flow is higher than the theoretical since the differential pressure across the valve is grater than the differential pressure when it is fully open. The valve theoretical characteristic is then distorted. The degree of this distortion is evaluated by the ratio Delta P min / Delta P max.
Optimum balancing is obtained when the smallest possible pressure loss is taken in the balance valves of the terminals although a minimum pressure loss of at least 2 ft must be kept across the valve to allow precise flow measurement.
Any remaining excess pressure is taken in the compensation valve. The compensation valve reveals the excess of differential pressure. The pump speed for instance can be decreased correspondingly and the compensation valve reopened. In example "b", the pressure drop in the compensation valve and the pump head can be reduced both by 10 ft, decreasing the pumping costs by 24 %.
Balancing Variable Volume/Variable Speed Systems (VV/VS)
In constant volume systems, the terminal sub-circuits are balanced against each other, so the same head loss at design flow is maintained for all sub-circuits. However, VV/VS systems demand another balancing strategy. The reason for this follows:
Figure 44 illustrates a direct return system conventionally balanced when constant speed (C/S) pumps are used. Each coil shows its head loss (control valve head loss included) at design flow, and each supply and return pipe section has 4 ft head loss at the same condition.
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Fig. Nº44. Balance valve setting for C/S pump and for direct return systems.
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Now assume that a variable speed (V/S) pump is to be applied to the balanced circuit shown in figure 44. The differential pressure sensor points are taken across the "far" circuit, and control is set for a maintained 25 ft. differential ?P at this point. The system will operate satisfactorily at full flow, but operational difficulties may occur at low loads, as shown in figure 45 at 50 % flow.
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Fig. Nº45. "Balanced" system shown previously, converted to V/S, and operating at 50 % flow
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Fig. Nº46. "Better" balance valve head loss settings; using V/S pumping with piping systems at 50 % flow..
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In figure 45, the coil 1 can not get its full design flow for the 50 % flow condition illustrated because it has a total design flow resistance of (39' + 20') or 59', but only has an available head of (36' –1') or 35'.
Figure 46 illustrates a better balance valve setting for the direct return system using V/S pumping. The system is again shown at 50 % flow. Now full flow capacity is available at all sub-circuits and they are balanced against each other so that each has an equal head loss; in this case 25 ft at design flow.
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Fig. Nº47. Balancing the terminals ensuring enough differential head across each one, minimizes circuits overflowing at full system flow condition and allow rated flow will be attainable at part load.
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Since piping head loss is not taken into account, the direct return V/S system may be subject to uneven pick-up after weekend shut-down. High load operating costs may also be grater for the direct return system compared with reversed return, because a wide-open control valve close to the pump may "steal" more than its required flow share. For example, at full system design flow, the coil 1 in figure 46 will have 59 ft. differential head across its circuit, but has only 27 ft head loss at design flow. With a wide open control valve, flow would increase by a factor of (59/27)1/2 or about 48 % over design. Coil 2, coil 3 and coil 4 will be also overfed about 37 %, 26 % and 14 %, respectively. Another strategy would be balancing the terminals in order to ensure enough differential head across each coil to allow full flow through it when the total system flow is halved.
The figure 47 shows such strategy that means again overflow in the closer circuits at full system flow condition but the amount of overflowing is lower than before.
Now the coil 1 will receive 30 % ((59/35)1/2) over design flow at nominal system flow condition, coil 2: 24 %, coil 3: 18 % and coil 4: 10 %.
 

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