Guide to Thermostatic Expansion Valves

Learn how thermostatic expansion valves work in HVAC systems.

Originally published on June 24, 2013

Understanding TXVs

Since the minimum efficiency regulation changed to 13 SEER in January 2006, most OEM systems now incorporate a thermostatic expansion valve (TXV) style metering device as the standard for air conditioning systems. It is now extremely important for the HVAC technician to understand the design and operation of this type of valve.

The thermostatic expansion valve (TXV) is a precision device, which is designed to regulate the rate at which liquid refrigerant flows into the evaporator. This controlled flow is necessary to maximize the efficiency of the evaporator while preventing excess liquid refrigerant from returning to the compressor (floodback).

One of the design features of the TXV is to separate the high pressure and low pressure sides of an air conditioning system. Liquid refrigerant enters the valve under high pressure via the system’s liquid line, but its pressure is reduced when the TXV limits the amount of this liquid refrigerant entering the evaporator.

Understanding the Function of the TXV

The thermostatic expansion valve controls one thing only:  the rate of flow of liquid refrigerant into the evaporator. Contrary to what you may have heard, the TXV is not designed to control:

  • Air Temperature
  • Head Pressure
  • Capacity
  • Suction Pressure
  • Humidity

Trying to use the TXV to control any of these system variables will lead to poor system performance – and possible compressor failure.

Understanding How the TXV Controls the System

As the thermostatic expansion valve regulates the rate at which liquid refrigerant flows into the evaporator, it maintains a proper supply of refrigerant by matching this flow rate against how quickly the refrigerant evaporates (boils off) in the evaporator coil. To do this, the TXV responds to two variables: the temperature of the refrigerant vapor as it leaves the evaporator (P1) and the pressure in the evaporator itself (P2). It does this by using a movable valve pin against the spring pressure (P3) to precisely control the flow of liquid refrigerant into the evaporator (P4):

TXV Pressure Balance EquationTXV
P1+P4 = P2+P3
P1 = Bulb Pressure (Opening Force)
P2 = Evaporator Pressure (Closing Force)
P3 = Superheat Spring Pressure (Closing Force)
P4 = Liquid Pressure (Opening Force)

 

Understanding How the TXV Transfers Energy

Here is a closer view of the TXV in operation. The valve pin restricts the flow of the liquid refrigerant. As the flow is restricted, several things happen:

  • The pressure on the liquid refrigerant drops
  • A small amount of the liquid refrigerant is converted to gas, in response to the drop in pressure
  • This “flash gas” represents a high degree of energy transfer, as the sensible heat of the refrigerant is converted to latent heat
  • The low-pressure liquid and vapor combination moves into the evaporator, where the rest of the liquid refrigerant “boils off” into its gaseous state as it absorbs heat from its surroundings.

The pressure drop that occurs in the thermostatic expansion valve is critical to the operation of the refrigeration system. As it moves through the evaporator, the low pressure liquid and gas combination continues to vaporize, absorbing heat from the system load. In order for the system to operate properly, the TXV must precisely control the flow of liquid refrigerant, in response to system conditions.

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267 thoughts on “Guide to Thermostatic Expansion Valves

  1. Dear scott ,
    During servicing of panel ac in textile ,i have found that due to chemical flup evaporator getting chock and due to chemical inside flup it errosions or eaten up the coil,i have replace it,but during this process expension valves capilary tube sensing bulb capalery broken and gas releases how can i repair it or refill gasR135a
    Please sugest

    • Hi Pyare,

      Unfortunately your only option is to replace the TXV, or replace the power element (if removable). The “gas” inside the dome/bulb/capillary tube is typically a combination of substances (proprietary mixtures) based on the valve manufacturer, and is not field serviceable.

      Hope this helps,
      Scott

  2. My original valve does indeed have an arrow showing direction but the replacement one does not. The valve is a 90 degree design with the flow control in the opposite leg than the original. Unfortunately I can’t find one just like the original. Thanks for your advice.

    • Doug,

      TXVs are direction specific and typically will have a directional arrow stamped on one of the valve ports. Others types of metering devices, particularly the piston in a fixed orifice, may be directionally reversible.

      Hope this help,
      Scott

  3. Hello Scott,

    Could you help answer me a few questions? Your advice will give me a lot confidence on the heap pump system in my house before moving forward.

    1. Current situation is
    Original split heat pump system has been more than 30 years old. 3 ton with R22 freon. While the system had never been working good, inside air handler was replaced with new one 3 years ago due to down. The installer said the outside unit would run 5 more years. The whole system works but still questionable. The outside unit completely down a few weeks ago.

    2. What I found recently.
    The new air handler including TXV, Evaporater, Blower and Heat Strip was manufactured for R410A, which I did not know about. The system has been running with R22A since the air handler replaced.

    3. What I like to do
    I like to replace the outside unit for R410A. I know some knowledge about HVAC as a mechanical engineer but not an expert. I will hire HVAC contractor.

    4. My questions are
    4.1. Can I replace the outside unit while using the air handler as is if the whole system would be flushed, evacuated and charged with R410A?
    4.2. Can I replace a different brand outside unit other than the current air handler brand as long as tonnage matches to?
    4.3. Should the TXV in the air handler be replaced?

    Thanks in advance for reading the long comment and questions.

    • Hi Jason,

      Since your current Evaporator and TXV were apparently designed for use with R-410A, you should not have any issues with using R-410A in a new outdoor unit. I would discuss the use of these components with your contractor just to be safe, as they can look up the component information for any compatibility issues.

      The expansion device (e.g. TXV) should not be a problem either if, as you stated it is working properly and designed for the new R-410A refrigerant. But I would discuss with your contractor the need to adjust the TXV, to make sure the expansion device on the coil is adjusted for R410A.

      The old R-22 system’s oil would be the concern and flushing this oil would be required from the coil and the refrigerant lines going from the outdoor to the indoor. You might even want to replace the refrigerant lines if is not too much trouble as sometimes the braze joints become “work hardened”, and might develop leaks over time (30 years is a long time). Remember to remove all restrictions before attempting to flush the components

      The outdoor and indoor systems do not have to be the same brand, but sometimes some electrical control features can be difficult to retrofit when using mismatched manufacturers. Again, talk with your contractor about this. We usually recommend getting 2-3 quotes from different contractors before making these HVAC investments.

      Hope this helps,
      Scott

      • Hello Scott,

        I really appreciate your answers which help me a lot to understand. Again, thank you very much.
        I would strongly recommend them to consider Emerson products including TXV as long as I could.

  4. Scott,

    I have several units where I work that the TXV is not operating properly. The TXv’s are externally equalized and while trying to test them with ice water and holding it in my hand the compressor current never changed nor did the discharge pressure. We have one unit that the compressors are out so we took the valve apart on it and found oil in the equalizer port. Could this cause the valves to not move? The equalizer line is connected on top of the evaporator discharge however it has a loop in it prior to entering the valve. Any help would be appreciated.

    Thanks Gene

    • Gene,

      Any obstruction in the TXV equalizer line could render the valve inoperable. The purpose of the external equalizer line is to transfer the suction pressure to the under-side of the valve diaphragm. The suction pressure from the external equalizer line is the only closing force for the valve. Therefore, an obstruction from debris, oil, or a pinched line will cause the valve to lose control. It would be advisable to have a qualified HVAC Contractor replace any TXV with a blocked external equalizer line.

      Hope this helps,
      Scott

  5. Very informative section. Your answer to Scott, above, pretty much answers my question. We have been struggling getting a unit online after losing a compressor/condenser fan dual value run capacitor. The line heading into the building would frost up, first at the flow view port. I have noticed that right after start up the small lines on the bottom of the TXV would frost up and the TXV was very cold. From what I read above I am concluding that the TXV is acting as too much of a restriction and that it may be clogged. Is there an adjustment for the TXV?

    • Hi Tony,

      Yes TXV’s are adjustable, and should be adjusted to a particular system once installed. Adjustment of a TXV is handled by the stem located under a cap on the bottom portion of the valve. But, once a TXV is initially adjusted, it should never need future adjustments.

  6. I have a question from an apprenticeship paper of mine, if anyone can help it would be greatly appreciated!

    During routine maintenance you find ice forming on the inlet port of the txv.a higher than normal discharge pressure and lower than normal suction pressure.

    What is causing this and how do you remedy it?

    If anyone could shed some light on this it would be greatly appreciated

    • Hi David,

      Without knowing all the particulars of the system, I would start with the TXV. Inside the inlet of the TXV is a very fine screen made to catch debris before they travel through the valve seat. My guess is that the inlet screen is clogged and acting as a restriction to flow. The restriction would cause a pressure/temperature drop at that point, along with the other system pressures you described.

      Hope this helps,
      Scott

  7. I have a thermal zone unit that keeps freezing up inside and outside changed the evaporator thought it was a blockage in the metering device but it is still freezing up compressor is working. I charge the system with R-22 but still freeze up. suction pressure drops to 50 psi and stays the head pressure stays at 175 psi what do you think is causing this. thank you

    • Hi Gilbert,

      Without actually being on site, it is very difficult to fully understand some of the system challenges you are experiencing. So I put together two listings of areas to check, that could potentially help with troubleshooting the system.

      Causes of low evaporator loads:

      A) Inadequate air flow – Blockages (dirty filters, closed grilles)
      B) Restricted air passages Dirty fan blades Fan motor failures
      C) Poor heat transfer – Dirty coils, excessive frost or ice build-up, oil logging
      D) Recirculation of air – Furniture location, improper supply and return duct location

      Causes of low suction pressure:

      A) Wrong sizing of components
      B) TXV adjustment
      C) Loss of refrigerant charge
      D) Plugged Driers and strainers
      E) Suction line sizing/ piping – pressure drop

      I hope these help,
      Scott

  8. Can R22 work with a valve that is for A12 (I think it is called). I have had 9 years of an ac not working correctly. I had a friend check it and he said that is the problem. Intake air is 73, exit air is 60. AC runs continuous during the day and finally shuts off about 11pm. Its a 3 ton unit that con not keep the house cool during the day or if cooking.

    Bob

    • Hi Bob,

      The TXV sensing bulb charge is typically matched to a particular refrigerant’s pressure / temperature correlation. If the bulb charge does not match the refrigerant type or application, then the metered refrigerant flow will not match the evaporator load and the unit will not be able to deliver the expected system capacity. Any drop in system capacity will effect system performance and run time.

      Hope this helps,
      Scott

  9. Hi Scott

    I am working with a Tandem compressor, 38 KW Condensing unit on 410A Refrigerant, Unit nameplate says that 57 lbs of refrigerant is needed. I charged it with 25lbs while the compressor is not running. Before starting the compressor, suction port pressure is 70 psi. after starting the it drops to 25psi in less than 30 seconds Then the compressor stopped due to low suction pressure. Thinking that its just undercharge, I added 25lbs more suction pressure is now 110 lbs. But after running it still drops to 25 increasing the discharge pressure to 380 . Could it be the TExV which is failing? I saw very less flow on the sight glass. I w ill try to dip the sensing bulb to iced water , Will it help?
    There are 4 units on site which are not running since 2010 with flat refrigerant charge, 2 units starts running well with 50 lbs of refrigerant but the other two has the same problem

    Your reply will be greatly Appreciated

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