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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270 thoughts on “Guide to Thermostatic Expansion Valves

  1. Using R410A, Is there a maximum distance between the TXV and the distributor?

    Are there guidelines for routing connecting pipe between the TXV & distributor, e.g., horizontally, vertically, maximum bends or elbows?

    Thanks,

    • Hi David,

      A few recommendations, care must be taken to assure that each distributor tube has the same length and that there is no difference in pressure drop between the tubes. Bend the tubes carefully so as not to kink the tubes or diminish the internal cross-section. Try to keep all the bends with a large, smooth radius and ideally have similar bends on every tube. Ideally, mount the distributor right at the TXV outlet. If this is not possible, use a straight piece of tubing between the TXV outlet and distributor inlet. Try to keep this as short as possible. When possible, mount the distributor in a vertical position. Downward flow is recommended but upward is also acceptable. Vertical mounting helps to assure even distribution of liquid to all the tubes. If vertical positioning is not possible, horizontal is acceptable recognizing that tubes at the top may not feed solid liquid. Distributor capacities are based on 30″ long tubes. If longer lengths are used make sure you de-rate per the distributor manufacturer.

      Hope this helps,

      Thanks,
      Scott

  2. I realize the following will send everyone back. But I have to do it. There’s one very
    important operation about the Valve that is not explained correctly. How can it be
    explained if it’s operation is unknown or it just wasn’t understood ??? In a normal
    operating system, there”s only one way that the valve can open. The pressure
    underneath the diaphragm has to be removed in order for the Valve to open…
    Super heat is not going to open it when the unit first starts. There is no super
    heat when the unit is not running. The Valve can only open by the pumping action
    of the compressor…I hope that’s not too difficult to understand ? ? ?

    • I realize the following will send you back to square one But I have to do it. There’s one very
      important operation about the Valve that is ignored or it’s just not recognized or lt’s just not understood…In a normally operating system, there”s only one way that the Valve can open. The pressure/refrigerant underneath the diaphragm must be removed. There is no super heat when thee unit first starts. That leaves only the pumping action o the compressor to pump out pressure from underneath the diaphragm. I trust that’s not
      too difficult to understand ? ? ?

  3. hy hav a question can a expansion valve bkock the flow of gas.
    i am working on a coldroom which gad a leak in its evaporator coil after closing the leak it ran for oneday and raised the temoerature i thought it leaked agaig to my suprised i realised the gas is blocked n the only valve on the evaporator side is the TEV thats y i am asking if its posible that the TEV is blocking the flow of refrigerant.thnx in advance

  4. are you suggesting that the smaller the expansion valve aperture (ie between p2 & p4 controlled by the spring) the better the performance?

    • Raph,

      A correctly sized valve will most likely respond better to any change in system load. Most systems are designed to operate at a sustained load of about 80%, meaning the system is not truly design to operate at 100% capacity, 100% of the time. The valve aperture size is dictated by the nominal capacity. Therefore, the larger the valve aperture the higher the valve’s nominal capacity. Oversizing the valve capacity could cause the valve to hunt more as refrigerant surges through the larger aperture. This can be amplified when the system load reaches set point. Please keep in mind, that most valves are capable of reaching capacities 10-20% above their rated nominal sizing.

      Hope this helps,
      Scott

  5. Thank You Sir for a simple explanation. I understand it so much better. I stumbled upon your page when googling Tev Valves. Do you have a page ot YouTube channel that you talk about other parts of the refrigeration process, especially those used in a commercial setting? Thank You in advance.

  6. Hello Sir,
    It was nice to read all the above, that push me to ask Question. In air cooled chiller the Screw & gaters got damage of Single screw compressor. is there any possibility that due to TXV malfunctioning, compresses got damage ?

    • Hi Muhammad,

      Yes, it could be possible but it is difficult to determine without being on site. Generally, some component malfunctions or failures could result in compressor/system damage depending on what is going on in the system at the time.

      Hope this helps,
      Scott

  7. I was trying to get across to you that formula P1=P2+P3 never comes into play. Even if it did the valve would be completly
    closed. I brought that up about 15 (Fifteen) years ago…TRC, Technical Reporting Corp. out of Chicago. Anyway I don’t
    think they’re still in print. I’m on to something else, Industry shattering. My version of how the TXV really functions. For now
    I’m going to put it on the back-burner.

  8. Some years back I pointed out that P1=P2 +P3 never come into play. However should they come into play all that would happen would be that
    the valve would close. But in reality this could ever happen when the valve
    is in operation

  9. I have a question if you have the time.I installed a replacement indoor coil for a home warranty company because it had developed several leaks(I am a licensed mechanical contractor by the way)in the summer and also a TXV with an external equalizer line.I recharged the unit for 10 degrees subcooling and superheat stayed constant at I think 12 degrees.Anyway the customer called me back out at the very beginning of the heating season.I had to remove the TXV and install a piston because it was not allowing refrigerant to flow in the other direction.Question:aren’t most TXV’s made for heat pumps or could this one just be for air conditioners.I called Lennox and had to give up b/c I was on hold for 30 minutes.By the way,I can through the valve fairly easy after I removed it.Thank you

    • Hi Tom,

      Yes, you are correct, TXV’s designed for use in heatpump applications should contain an “internal Check” valve to allow the refrigerant to bypass the metering port during heatpump operation. But, not all TXV’s sold contain this bypass, as some OEM heat pump designs bypass the TXV externally. When selecting a TXV for use in a heatpump application, be sure to cross reference the valve’s OEM nomenclature to ensure the selected TXV contains an internal check if needed.

      Hope this helps,
      Scott

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