Chapter VIII

System Commissioning, Testing, and Troubleshooting

Red Seal Practice study guide with diagrams.

Commissioning, Testing, and Troubleshooting of Systems

Introduction to Commissioning

Commissioning is the set of systematic operations used to verify that a refrigeration or air conditioning system is installed, adjusted, and operational in accordance with the designer's specifications and the requirements of applicable codes. For the Red Seal exam, you must master the logical sequence of these operations, measuring instruments, performance calculations, and diagnostic methods.

Commissioning is not limited to starting the system. It includes: installation verification, leak testing, evacuation, refrigerant charging, adjustment of control devices, verification of safety controls, and documentation of results.

Commissioning Sequence

Preliminary Checks Before Start-Up

Before any power-up or refrigerant charging, you must perform a complete visual inspection:

Verify the tightness of electrical connections (torque according to manufacturer's specifications)
Check the continuity of control circuits
Ensure that circuit breakers and fuses are sized according to the drawings
Verify pulley alignment and belt tension
Confirm that pipe supports are in place and that the piping is free from stress
Inspect welds and joints for visible defects

Important: The Canadian Electrical Code, Part I, Rule 8-200 requires that a notice of installation be submitted to the authority having jurisdiction before initial energization. This applies to permanent installations.

Leak Testing of the Refrigeration Circuit

Leak Detection — Electronic Detector and Bubble Test Leak Detection — Electronic Detector and Bubble Test Electronic Leak Detector PROBE 0.5 ppm R-410A ALARM Electronic detector (electronic leak detector) Pressurized piping (freon test) Leak Bubble Test Leak SOL. Soap solution applied to fittings and joints Recommended Procedure — Interprovincial Standards (Red Seal) 1. Pressurization Dry nitrogen or freon with tracer (dry nitrogen) Pressure: 150–250 psig 2. Electronic Detection Slowly sweep joints (3–5 cm/s) with the probe Response: ppm of refrigerant 3. Confirmation Bubble test on the detected area for precise location ⚠ Mandatory Check Points (Red Seal) • All brazed fittings, mechanical joints, and service points • Evaporator and condenser (complete coils) • Purge nitrogen before commissioning — never use oxygen

The leak test must be performed with dry nitrogen (N₂) or a mixture of nitrogen and trace refrigerant. The test pressure must never exceed the maximum working pressure of the low-pressure side or the high-pressure side, depending on the side being tested.

ComponentTypical Test Pressure (R-134a)Typical Test Pressure (R-410A)
Low-pressure side1,200 kPa (174 psig)2,500 kPa (363 psig)
High-pressure side2,000 kPa (290 psig)4,100 kPa (595 psig)
Minimum test duration30 minutes30 minutes

Test Procedure:

20.Pressurize the circuit with nitrogen to approximately 70% of the final test pressure
21.Wait 10 minutes to allow for thermal equalization
22.Complete pressurization to 100%
23.Record the pressure and ambient temperature
24.Wait 30 minutes and compare readings
25.A pressure variation due to temperature is normal: use the correction formula

Pressure Correction Formula:

P₂ = P₁ × (T₂ + 273) / (T₁ + 273)

Where P₁ and T₁ are the initial pressure and temperature, and P₂ and T₂ are the final values. A pressure drop greater than 1% after correction indicates a leak.

Leak Detection

After the nitrogen leak test, if a leak is detected, it must be located. Detection methods include:

Soap solution: effective for large leaks, apply to joints, welds, and fittings
Electronic leak detector: sensitive to halides, calibration required before use
UV lamp with dye: inject the dye after charging, then inspect with the lamp
Ultrasonic leak detector: detects leaks by the sound emitted by gas under pressure

Exam Trap: Never use oxygen or acetylene to pressurize a refrigeration circuit. Oxygen reacts with refrigerant oils and can cause an explosion. Use only dry nitrogen.

Evacuation of the Circuit

Principles of Evacuation

Evacuation removes moisture and non-condensable gases from the circuit. Residual moisture can cause acid formation, expansion valve freezing, and oil degradation.

Evacuation Requirements:

Final micron level: 500 microns or less (ideally 300 microns)
Minimum duration: 30 minutes after reaching the target micron level
Use a two-stage vacuum pump for systems larger than 5 tons

Evacuation Procedure

44.Connect the vacuum pump to both service ports (suction and discharge) if possible
45.Fully open the vacuum pump valves
46.Start the pump and record the initial micron level
47.Continue until 500 microns is reached
48.Close the pump valve and perform the vacuum rise test
49.If the pressure rises more than 100 microns in 10 minutes, there is a leak or residual moisture

Vacuum Rise Test: After reaching 500 microns, close the pump isolation valve. Wait 10 minutes. If the reading exceeds 600 microns, there is a problem.

Exam Trap: Never use the system compressor to perform the vacuum. This would damage the compressor and would not produce a sufficient vacuum.

Refrigerant Charging

Charging Methods

MethodApplicationAdvantagesDisadvantages
Liquid charging (liquid line)New systems, large capacityFast, accurateRisk of liquid slugging to the compressor
Vapor charging (suction side)Small systems, topping up chargeSafe for the compressorSlow, less accurate
Charging by weightAll systemsMaximum accuracyRequires a scale
Charging by superheatThermostatic expansion valveAdjusts charge according to conditionsRequires instruments

Charge Calculation

The nameplate charge is indicated on the equipment nameplate. For systems with long liquid lines, add 0.5% of the charge per meter of additional line beyond 7.5 m.

Calculation Example:

System with a nameplate charge of 4.5 kg of R-410A. Liquid line of 15 m.

Excess length: 15 m − 7.5 m = 7.5 m

Addition: 7.5 m × 0.5% × 4.5 kg = 0.169 kg

Total charge: 4.5 kg + 0.169 kg = 4.669 kg

Indicators of Correct Charge

Evaporator superheat: 5°C to 8°C (thermostatic expansion valve)
Condenser subcooling: 5°C to 10°C
Compressor superheat: 10°C to 20°C (measured 15 cm from the compressor)
Air temperature differential: 8°C to 12°C for air conditioning

Adjustment of Control Devices

Thermostatic Expansion Valve (TXV)

TXV adjustment is done using the adjustment stem. Superheat is measured as follows:

Superheat = Suction line temperature − Evaporating temperature (corresponding pressure)

Adjustment Procedure:

72.Install a thermometer on the suction line near the bulb
73.Install a gauge on the low-pressure service port
74.Convert the pressure to saturation temperature (use the refrigerant chart)
75.Calculate the actual superheat
76.Turn the adjustment stem clockwise to increase superheat (reduce flow)
77.Wait 15 minutes between each adjustment to allow the system to stabilize

Reference Values:

Standard TXV: 5°C to 8°C
TXV with external equalizer: 4°C to 6°C
Capillary tube: 2°C to 4°C (not adjustable)

Pressure Switches and Safety Controls

Type of Pressure SwitchTypical Setting (R-404A)Function
High pressure (HP)2,800 kPa (406 psig)Shutdown at maximum pressure
Low pressure (LP)100 kPa (15 psig)Shutdown at minimum pressure
HP differential400 kPa (58 psig)Automatic reset
LP differential150 kPa (22 psig)Automatic reset

Safety Rule: The high-pressure switch must be set to a value lower than the test pressure of the weakest vessel in the circuit. Consult the manufacturer's nameplate.

Water Regulating Valves (Water-Cooled Condensers)

Water valve: adjust to maintain a constant discharge pressure
Typical differential: 100 kPa to 150 kPa between opening and closing
Outlet water temperature: 35°C to 40°C for water-cooled condensers

Performance Testing

Energy Efficiency Calculations

Coefficient of Performance (COP):

COP = Cooling capacity (kW) / Power input (kW)

EER (Energy Efficiency Ratio):

EER = Cooling capacity (BTU/h) / Power input (W)

Conversion: 1 kW = 3,412 BTU/h

Example:

System producing 10.5 kW of cooling with a power consumption of 3.2 kW.

COP = 10.5 / 3.2 = 3.28

EER = (10.5 × 3,412) / 3,200 = 11.2 BTU/(W·h)

Airflow Measurement

Grid Method:

102.Measure air velocity with an anemometer at several points across the grille
103.Calculate the average velocity
104.Multiply by the effective area of the grille

Flow rate (m³/s) = Average velocity (m/s) × Effective area (m²)

Cone Method: Use a calibrated flow hood for exhaust grilles.

Pressure Drop Method: Measure static pressure across a clean filter and use the manufacturer's curve.

Condenser Heat Balance

Total heat rejected at the condenser:

Q_cond = Q_evap + P_comp

Where:

Q_cond = heat rejected (kW)
Q_evap = cooling capacity (kW)
P_comp = compressor power input (kW)

Example:

Q_evap = 10.5 kW, P_comp = 3.2 kW

Q_cond = 10.5 + 3.2 = 13.7 kW

Systematic Troubleshooting

Diagnostic Methodology

120.Gather information: customer complaint, maintenance history, ambient conditions
121.Visual inspection: look for oil leaks, ice, damaged components
122.Electrical measurements: voltages, currents, winding continuity
123.Refrigeration measurements: pressures, temperatures, superheat, subcooling
124.Analysis: compare measurements to theoretical values
125.Root cause verification: do not treat the symptom, but the cause

Quick Diagnostic Chart

SymptomPossible CausesChecks
Suction pressure too lowInsufficient charge, clogged filter, TXV under-adjustedHigh superheat, low subcooling
Suction pressure too highExcessive charge, TXV over-adjusted, inefficient compressorLow superheat, high subcooling
Discharge pressure too highDirty condenser, air in the circuit, excessive chargeCondenser temperature differential
Discharge pressure too lowOversized condenser, insufficient charge, faulty 4-way valveLow subcooling
Compressor short-cyclingLP switch misadjusted, insufficient charge, blocked expansion valveRun time, pressure switch differential
Excessive superheatTXV under-adjusted, bulb poorly attached, insufficient chargeSuction line temperature
Zero superheatTXV over-adjusted, detached bulb, excessive chargeRisk of liquid slugging

Compressor Diagnostics

Winding Resistance Test:

Motor TypeTerminalsTypical Resistance (Ω)
Single-phase (CSR)C-R2 to 5 Ω
Single-phase (CSR)C-S5 to 10 Ω
Three-phaseT1-T2, T2-T3, T1-T3Equal to each other

Insulation Test: Use a megohmmeter (500 V) between each terminal and ground. The resistance must be greater than 1 MΩ.

Current Test: Measure the current of each phase. An imbalance greater than 10% indicates a supply or motor problem.

Current Imbalance (%) = (Max current − Min current) / Average current × 100

Thermostatic Expansion Valve Diagnostics

Signs of Failure:

TXV blocked closed: low suction pressure, high superheat, compressor short-cycling
TXV blocked open: high suction pressure, zero superheat, risk of liquid slugging
Loss of bulb charge: TXV closes completely, suction pressure drops

TXV Test:

140.Warm the bulb with your hand: the suction pressure should increase
141.Cool the bulb with ice: the suction pressure should decrease
142.If there is no reaction, the TXV is defective

Analysis of Operating Parameters

Superheat and Subcooling

Superheat: the difference between the actual vapor temperature and its saturation temperature at the same pressure. It ensures that refrigerant reaches the compressor in vapor phase.

Subcooling: the difference between the liquid saturation temperature and its actual temperature. It ensures that refrigerant reaches the expansion valve in liquid phase.

Formulas:

Superheat = Actual suction temperature − Saturation temperature (at suction pressure)

Subcooling = Saturation temperature (at discharge pressure) − Actual liquid temperature

Interpretation of Pressures

Compression Ratio:

Ratio = Absolute discharge pressure / Absolute suction pressure

Normal Values: 2.5 to 4.5 for single-stage compression systems. A ratio greater than 5 indicates a problem (excessive discharge temperature, reduced efficiency).

Discharge Temperature: Must not exceed 120°C for most compressors. Beyond this, the oil degrades and the compressor may fail.

Verification of Safety Controls and Protection Devices

Mandatory Safety Controls According to Codes

Canadian Electrical Code, Part I: requires grounding, overcurrent protection, disconnecting means
CSA B52: standard for mechanical refrigeration systems — requires safety relief valves, rupture discs, pressure switches
CSA B149.1: applicable if the system uses natural gas for a generator set or a burner

Safety Relief Valves

CSA B52 Requirements:

Install a safety relief valve on each pressure vessel
The valve must be sized to relieve the entire charge in case of fire
The discharge must be directed outdoors or to a safe location
Never install an isolation valve between the vessel and the relief valve

Typical Set Points:

Low-pressure vessel: 1,500 kPa to 2,000 kPa
High-pressure vessel: 2,500 kPa to 3,000 kPa
The set pressure must be lower than the test pressure of the vessel

Safety Pressure Switches

The HP switch must be manually reset for systems larger than 5 kW
The LP switch may be automatically reset if the system is protected against short-cycling
Verify the operation of pressure switches by simulating conditions (never block safety relief valves)

Operational Testing and Documentation

Complete Operational Test

176.Start-up: verify the start-up sequence, anti-short-cycle delay (5 minutes minimum)
177.Steady state: wait 30 minutes, then measure all parameters
178.Cycling: verify the operation of the thermostat or controller
179.Defrost (if applicable): verify the complete cycle, defrost termination temperatures
180.Safety controls: test each safety control individually
181.Shutdown: verify the shutdown sequence, pump-down cycle

Required Documentation

Commissioning report with all measurements
Leak test certificate (nitrogen test)
Evacuation report (final micron level)
Quantity of refrigerant charged
Pressure switch and safety control settings
Performance test results
Copy of the technician's qualification certificates

Summary

Commissioning follows a strict sequence: preliminary checks, leak testing, evacuation, charging, adjustments, performance testing
The leak test is done with dry nitrogen, never oxygen or acetylene
Evacuation must reach 500 microns or less, with a vacuum rise test
Refrigerant charging is done by weight for accuracy, with additions for long lines
TXV superheat must be 5°C to 8°C; subcooling must be 5°C to 10°C
The normal compression ratio is 2.5 to 4.5
Safety controls must be tested individually and documented
The Canadian Electrical Code, Part I, Rule 8-200 requires the notice of installation before energization
CSA B52 governs safety relief valves and pressure vessels

Pitfalls to Avoid

201.Confusing gauge pressure and absolute pressure in compression ratio calculations — always use absolute pressures (add 101.3 kPa to gauge pressure)
202.Using oxygen for leak testing — risk of explosion with oil; use only nitrogen
203.Forgetting the temperature correction during leak testing — pressure varies with temperature; use the correction formula
204.Charging liquid refrigerant into the suction side — risk of liquid slugging; charge vapor into the suction side or liquid into the liquid line
205.Not waiting for the system to stabilize between adjustments — wait at least 15 minutes after each adjustment
206.Confusing superheat and subcooling — superheat is measured on the low-pressure side, subcooling on the high-pressure side
207.Setting the HP switch above the test pressure — always check the manufacturer's nameplate
208.Forgetting the notice of installation (Rule 8-200 of the Canadian Electrical Code) before energization
209.Not testing safety controls after commissioning — each safety control must be verified individually
210.Using an uncalibrated leak detector — always calibrate according to the manufacturer's instructions before use
211.Ignoring three-phase current imbalance — an imbalance greater than 10% indicates a serious problem
212.Not documenting results — documentation is mandatory for traceability and warranty purposes
213.Confusing refrigerants when charging — check the nameplate and use the appropriate fittings (R-410A fittings are different from R-22)
214.Forgetting the anti-short-cycle delay — respect the minimum 5-minute delay before compressor restart

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