OUTDOOR SPLIT SYSTEM HEAT PUMP INSTALLATION INSTRUCTIONS

Model Series: *SH3BF4M2SX - 24K, 36K, 48K, & 60K (2, 3, 4, & 5 TON) - TWO-STAGE SERIES*
Rating: 15.2 SEER2

IMPORTANT

ATTENTION INSTALLERS:

It is your responsibility to know this product better than your customer. This includes being able to install the product according to strict safety guidelines and instructing the customer on how to operate and maintain the equipment for the life of the product. Safety should always be the deciding factor when installing this product and using common sense plays an important role as well. Pay attention to all safety warnings and any other special notes highlighted in the manual. Improper installation of the unit or failure to follow safety warnings could result in serious injury, death, or property damage.

These instructions are primarily intended to assist qualified individuals experienced in the proper installation of this appliance. Some local codes require licensed installation/service personnel for this type of equipment. Please read all instructions carefully before starting the installation. Return these instructions to the customer's package for future reference.

DO NOT DESTROY. PLEASE READ CAREFULLY & KEEP IN A SAFE PLACE FOR FUTURE REFERENCE.

IMPORTANT SAFETY INFORMATION

INSTALLER: Please read all instructions before servicing this equipment. Pay attention to all safety warnings and any other special notes highlighted in the manual. Safety markings are used frequently throughout this manual to designate a degree or level of seriousness and should not be ignored.

WARNING indicates a potentially hazardous situation that if not avoided, could result in personal injury or death.

CAUTION indicates a potentially hazardous situation that if not avoided, may result in minor or moderate injury or property damage.

⚠️ WARNING: ELECTRICAL SHOCK, FIRE OR EXPLOSION HAZARD

Failure to follow safety warnings exactly could result in serious injury or property damage. Improper servicing could result in dangerous operation, serious injury, death or property damage.

⚠️ WARNING:

This split system heat pump is shipped charged with R410A refrigerant and ready for installation. If repairs make it necessary for evacuation and charging, it should only be attempted by qualified trained personnel thoroughly familiar with this equipment. Under no circumstances should the owner attempt to install and/or service this equipment. Failure to comply with this warning could result in property damage, personal injury, or death.

⚠️ CAUTION:

This unit uses R-410A refrigerant. DO NOT use any other refrigerant in this unit. Use of another refrigerant will damage the unit.

⚠️ WARNING:

Unless noted otherwise in these instructions, only factory authorized parts or accessory kits may be used with this product. Improper installation, service, adjustment, or maintenance may cause explosion, fire, electrical shock or other hazardous conditions which may result in personal injury or property damage.

⚠️ WARNING:

The information listed below and the next page must be followed during the installation, service, and operation of this equipment. Failure to follow safety recommendations could result in possible damage to the equipment, serious personal injury or death.

HEAT PUMP INSTALLATION

General Information

Split system heat pumps are designed only for outdoor rooftop or ground level installations. This unit has been tested for capacity and efficiency in accordance with AHRI Standards and will provide many years of safe and dependable comfort, provided it is properly installed and maintained. Abuse, improper use, and/or improper maintenance can shorten the life of the appliance and create unsafe hazards.

To achieve optimum performance and minimize equipment failure, it is recommended that periodic maintenance be performed on this unit. The ability to properly perform maintenance on this equipment requires certain mechanical skills and tools.

Before You Install the Heat Pump

Locating the Heat Pump

Packaging Removal

To prevent damage to the tubing connections, carefully remove the carton and user's manual from the equipment. Discard the shipping carton.

Ground Level

Ground level installations must be located according to local building codes or ordinances and these requirements:

Rooftop

The method of mounting should be designed so that it does not overload roof structures or transmit noise to the interior of the structure. The roof must be structurally capable of handling the weight of the unit.

Figure 1. Clearance Requirements Description

This diagram illustrates required clearances around the outdoor unit for proper installation and airflow. It shows dimensions for ground level and rooftop installations. Key clearances include: 6 inches from a building or structure, 24 inches for service access, and 12 or 18 inches between units or between a single unit and a structure (refer to specific notes). A 2-inch high mounting pad is also indicated for ground level installations, ensuring adequate drainage.

Connecting Refrigerant Tubing Between the Indoor & Outdoor Unit

⚠️ CAUTION: When servicing, cover or seal openings to minimize the exposure of the refrigerant system to air to prevent accumulation of moisture and other contaminants.

After outdoor and indoor unit placement has been determined, route refrigerant tubing between the equipment in accordance with sound installation practices.

ELECTRICAL WIRING

⚠️ WARNING: ELECTRICAL SHOCK, FIRE OR EXPLOSION HAZARD

Failure to follow safety warnings exactly could result in serious injury or property damage. Improper servicing could result in dangerous operation, serious injury, death or property damage.

General Electrical Compliance

Pre-Electrical Checklist

Line Voltage

Grounding

⚠️ WARNING: The unit cabinet must have an uninterrupted or unbroken electrical ground to minimize personal injury if an electrical fault should occur. Do not use gas piping as an electrical ground!

This unit must be electrically grounded in accordance with local codes or, in the absence of local codes, with the National Electrical Code (ANSI/NFPA 70) or the CSA C22.1 Electrical Code. Use the grounding lug provided in the control box for grounding the unit.

Thermostat / Low Voltage Connections

Outdoor Fan Motor

If the unit utilizes a multi-speed PSC condenser fan motor, this motor will always operate on medium speed except when in second stage cooling. When in second stage cooling, it will operate on high speed. A relay within the control area controls this operation.

If the unit utilizes a multi-speed ECM condenser fan motor, this motor will operate on high speed when in second stage cooling or heating, and will operate on medium speed when in first stage cooling or heating. This application does not require a relay.

Figure 2. Typical 2-Stage Heat Pump w/ Optional Outdoor Thermostat and Variable Speed Air Handler Description

This diagram illustrates a typical wiring configuration for a 2-stage heat pump system, showing connections between the thermostat, the outdoor unit, and the air handler. It details the low-voltage wiring, including connections for the thermostat's R, W2, G, Y1, Y2, and C terminals to the corresponding terminals on the outdoor unit and air handler control boards. It also shows the optional outdoor thermostat connection.

Optional Equipment

Optional equipment requiring connection to the power or control circuits must be wired in strict accordance with current provisions of the NEC (ANSI/NFPA 70), with applicable local codes having jurisdiction, and the installation instructions provided with the equipment. Optional Equipment (low ambient control, hard start kits, etc.) should be installed in strict accordance with the manufacturer's installation instructions. A functional checkout should be performed in accordance with the checkout procedures supplied with the equipment.

Transformer Upgrade Kit

If this 2-stage heat pump is installed in conjunction with a gas furnace and fossil fuel kit, the furnace transformer MUST be upgraded to one with a 60 VA rating or using the transformer upgrade kit (904077). To upgrade the transformer:

NOTE: The new transformer may be larger than the existing transformer that is mounted in the furnace. If this happens, mount the 60 VA transformer using one of the mounting holes in the furnace panel. On the other side, either drill a 0.149 hole in the panel and use the existing fastener, or use a self-drilling fastener to secure the other side of the transformer.

Table 1. Heat Pump Operating Temperatures

COOLINGHEATING
MIN (°F)MAX (°F)MIN (°F)MAX (°F)
60115-1070

START UP & ADJUSTMENTS

Pre-Start Check List

Start-Up Procedures

⚠️ WARNING: This unit is equipped with a crankcase heater. Allow 24 hours prior to continuing the start up procedures to allow for heating of the refrigerant compressor crankcase. Failure to comply may result in damage and could cause premature failure of the system. This warning should be followed at initial start up and any time the power has been removed for 12 hours or longer.

Operating Temperatures

This equipment has been designed to operate within the temperatures specified in Table 1. Running the equipment in heating at higher than 70° F may require the use of a Heat Pump Mild Weather Control Kit or changing over to emergency or auxiliary heating.

Air Circulation - Indoor Blower

  1. Set the thermostat system mode on OFF and the fan mode to ON.
  2. Verify the blower runs continuously. Check the air delivery at the supply registers and adjust register openings for balanced air distribution. If insufficient air is detected, examine ductwork for leaks or obstructions.
  3. Set the thermostat fan mode to AUTO and verify the blower stops running.

System Cooling

  1. Set the thermostat's system mode to COOL and the fan mode to AUTO. Gradually lower the thermostat temperature setpoint below room temperature and verify the outdoor unit and indoor blower energize.
  2. Verify blower wheel is spinning in direction indicated by arrow. Feel the air being circulated by the indoor blower and verify that it is cooler than ambient temperature. Listen for any unusual noises. If unusual sounds occur, determine the source of the noise and correct as necessary.
  3. Verify HI and LO refrigerant pressures.
  4. Allow the system to operate for several minutes and then set the temperature selector above room temperature. Verify the fan and compressor cycle off with the thermostat.

NOTE: The blower should also stop unless fan switch is set to the ON position.

System Heating

  1. Set the thermostat's system mode to HEAT and the temperature mode to below room temperature.
  2. Verify the outdoor unit and indoor fan stop running. After 5 minutes, increase the temperature on the thermostat to its maximum setting.
  3. Verify the outdoor unit and indoor blower energize. Feel the air being circulated by the indoor blower and verify that it is warmer than ambient temperature. Listen for any unusual noises. If unusual sounds occur, determine the source of the noise and correct as necessary.

NOTE: Other sources for heating (electric furnace, fossil fuel furnace, air handler with electric heat options, etc.) that interface with the heat pump should be functionally checked to verify system operation and compatibility with the heat pump. Refer to the installation instructions for this equipment and perform a functional checkout in accordance with the manufacturer's instructions.

Short Cycle Protection

  1. With the system operating in COOLING mode, record the setpoint temperature setting of the thermostat.
  2. Gradually raise the setpoint temperature until the outdoor unit and indoor blower de-energize.
  3. Immediately lower the setpoint temperature of the thermostat to its original setting and verify that the indoor blower is energized and that the outdoor unit remains de-energized.
  4. After approximately 5 minutes, verify that the outdoor unit energizes and the temperature of the air supplied to the facility is cooler than ambient temperature.

Defrost Control Board Test Pins

Table 2. Defrost Control Board Status Indicators

STATUS INDICATORSTATUS TYPEDIAGNOSTIC DESCRIPTION
C2Operating StatusCooling, 1st Stage
C2Operating StatusCooling, 2nd Stage
H1Operating StatusHeating, 1st Stage
H2Operating StatusHeating, 2nd Stage
S0Operating StatusAnti Short Cycle Timer
--Operating StatusDefrost
--Operating StatusPower on, no call for operation
01FaultPressure switch, low
02FaultPressure switch, high
03FaultTemperature Sensor, Ambient
04FaultTemperature Sensor, Coil
05FaultBoard
OF (FLASHING)Input ErrorForced defrost - test short applied longer than 11 minutes

HEAT PUMP MAINTENANCE

⚠️ WARNING:

To prevent electrical shock, personal injury, or death, disconnect all electrical power to the unit before performing any maintenance or service. The unit may have more than one electrical supply.

Proper maintenance is important to achieve optimum performance from the heat pump. The ability to properly perform maintenance on this equipment requires certain mechanical skills and tools. If you do not possess these skills, contact your dealer for maintenance. Consult your local dealer about the availability of maintenance contracts. Routine maintenance should include the following:

⚠️ CAUTION:

The unit should never be operated without a filter in the return air system. Replace disposable filters with the same type and size.

Panel Removal

  1. Remove screws securing the panel.
  2. Slide the panel up towards the top pan in order to clear the bottom flange from the base pan. See Figure 3.
  3. Swing the bottom of the panel out and pull the panel down to remove it from the unit.

Panel Installation

  1. Insert the top corners of side panel flanges into the corner post channels as shown in Detail A in Figure 4.
  2. Slide the panel up into the top pan. (You may need to push on the center of the panel at the top in order to clear the top pan edge).
  3. Swing the panel in and push down until the panel is resting on the top edge of the base pan wall as shown in Detail B.
  4. Insert screws into the panel to secure it to the unit.

Figure 3. Panel Removal Description

This diagram illustrates the process of removing an access panel from the unit. It shows the panel being slid upwards to disengage from the base pan flange, then swung outwards and pulled down.

Figure 4. Panel Installation Description

This diagram shows the steps for installing an access panel. It details inserting the top corners into channels, sliding the panel up, swinging it in, and securing it with screws, referencing details A and B for specific alignment points.

REFRIGERANT CHARGING

⚠️ WARNING:

This split system heat pump is shipped charged with R410A refrigerant and ready for installation. If repairs make it necessary for evacuation and charging, it should only be attempted by qualified trained personnel thoroughly familiar with this equipment. Under no circumstances should the owner attempt to install and/or service this equipment. Failure to comply with this warning could result in property damage, personal injury, or death.

After refrigerant line connections are completed, it is required that you leak check and evacuate the indoor section and all line connections (using proper methods) before finalizing the full system refrigerant charge.

To properly charge these units:

  1. Read all Installation Instructions first.
  2. Complete any brazing operations. (e.g. Split system linesets)
  3. Leak check and evacuate the whole system using proper methods.
  4. Purge the nitrogen holding charge.
  5. Evacuate the unit to 350-500 microns.
  6. Allow the unit to remain under vacuum for at least 30 min.
  7. Weigh-In the proper amount of new (or reclaimed) R-410A refrigerant. Refer to the units Quick Reference Data Sheet to determine the correct amount of charge.

Charging the Unit in AC mode

If the outdoor temperature is 65 degrees F or higher:

After completing the refrigerant line connections, leak checking the system, and evacuating the indoor section and all line connections (using proper methods), perform the following steps:

  1. Determine the recommended charge addition (if applicable) for the system being installed. This information is in the unit's QRD (Quick Reference Data sheet).
  2. Calculate the amount of additional refrigerant needed for the line set length of the actual installation. This information is on the first page of the unit's QRD (Quick Reference Data sheet).
  3. Weigh in the additional charge amounts determined by step 1 and 2 above.
  4. Adjust the charge to match the superheat (for fixed orifice systems) or subcooling (for TXV systems). The charging tables are on the inside of the outdoor unit's electrical box cover panel. These tables provide superheat targets for fixed orifice systems and subcooling targets for TXV systems. The system should be charged so that the measured superheat/subcooling are within 1 degree F of the target listed in the table.

For fixed orifice systems:

For TXV systems:

If the outdoor temperature is between 35 degrees F and 65 degrees F:

After completing the refrigerant line connections, leak checking the system, and evacuating the indoor section and all line connections (using proper methods), perform the following steps:

  1. Determine the recommended charge addition (if applicable) for the system being installed. This information is in the unit's QRD (Quick Reference Data sheet).
  2. Calculate the amount of additional refrigerant needed for the line set length of the actual installation. This information is on the first page of the unit's QRD (Quick Reference Data sheet).
  3. Weigh in the additional charge amounts determined by step 1 and 2 above.
  4. Block off the discharge of the outdoor fan. NOTE: One half of the unit should be covered corner to corner as shown in Figure 5.
  5. With the unit in cooling mode, adjust the charge to match the superheat (for fixed orifice systems) or subcooling (for TXV systems) by using the low ambient charging tables on the inside of the outdoor unit's electrical box cover panel. These tables provide superheat targets for fixed orifice systems and subcooling targets for TXV systems. The system should be charged so that the measured superheat/subcooling are within 1 degree F of the target listed in the table.

For fixed orifice systems:

For TXV systems:

If the outdoor temperature is below 35 degrees F:

After completing the refrigerant line connections, leak checking the system, and evacuating the indoor section and all line connections (using proper methods), perform the following steps:

  1. Determine the recommended charge addition (if applicable) for the system being installed. This information is in the unit's QRD (Quick Reference Data sheet).
  2. Calculate the amount of additional refrigerant needed for the line set length of the actual installation. This information is on the first page of the unit's QRD (Quick Reference Data sheet).
  3. Weigh in the additional charge amounts determined by steps 1 and 2 above.
  4. Return to the system when the outdoor temperature is 35 degrees F or higher and follow the steps defined in step 4 of the "If the outdoor temperature is between 35 degrees and 65 degrees F" or "If the outdoor temperature is 65 degree F or higher" sections above as applicable.

Figure 5. Blocked Off Outdoor Fan Discharge Description

This diagram shows how to partially block the outdoor fan discharge for operation in low ambient temperatures (below 35°F). It illustrates covering approximately one half of the unit's fan discharge area from corner to corner.

WIRING DIAGRAMS

Figure 6. Wiring Diagram for 2 Ton Units Description

This diagram illustrates the wiring for a 2-ton, two-stage split system heat pump with a PSC (Permanent Split Capacitor) fan motor. It details the high-voltage connections for the compressor, outdoor fan motor, and contactor, as well as the low-voltage control wiring to the defrost control board, ambient sensor, and other components. The diagram includes notes on servicing, conductor types, voltage limitations, and grounding.

Figure 7. Wiring Diagram for 3 Ton Units Description

This diagram shows the wiring for a 3-ton, two-stage split system heat pump with a PSC fan motor. It details the high-voltage connections for the compressor, outdoor fan motor, and contactor, as well as the low-voltage control wiring to the defrost control board, ambient sensor, and other components. The diagram includes notes on servicing, conductor types, voltage limitations, and grounding.

Figure 8. Wiring Diagram for 4 Ton Units Description

This diagram illustrates the wiring for a 4-ton, two-stage split system heat pump with an ECM (Electronically Commutated Motor) fan motor. It details the high-voltage connections for the compressor and ECM fan motor, as well as the low-voltage control wiring to the defrost control board, ambient sensor, and other components. The diagram includes notes on servicing, conductor types, voltage limitations, and grounding.

Figure 9. Wiring Diagram for 5 Ton Units Description

This diagram illustrates the wiring for a 5-ton, two-stage split system heat pump with an ECM (Electronically Commutated Motor) fan motor. It details the high-voltage connections for the compressor and ECM fan motor, as well as the low-voltage control wiring to the defrost control board, ambient sensor, and other components. The diagram includes notes on servicing, conductor types, voltage limitations, and grounding.

INSTALLATION CHECKLIST

Please fill out the following checklist upon completion of the installation.

ItemStatus
INSTALLATION ADDRESS:
CITY:
STATE:
UNIT MODEL #:
UNIT SERIAL #:
INSTALLER NAME:
CITY:
STATE:
Unit installed minimum clearances shown on page 3?YES / NO
Has the owner's information been reviewed with the customer?YES / NO
Has the literature package been left with the unit?YES / NO
Was unit given 24 hour warm up period for crankcase heaters?YES / NO
Stage-1 Liquid Pressure (high side):
Stage-1 Suction Pressure (low side):
Electrical connections tight?YES / NO
Line voltage polarity correct?YES / NO
Rated Voltage:
Maximum deviation of voltage from average volts:
Has the thermostat been calibrated?YES / NO
Is the thermostat level?YES / NO
Is the heat anticipator setting correct? (If Applicable)YES / NO

REPLACEMENT PARTS

Replacement parts are available through your distributor. Please have the complete model and serial number of the unit when ordering replacement parts.

ELECTRICAL:

MOTORS:

COMPONENTS:

Specifications & illustrations subject to change without notice or incurring obligations (06/24). ©Nortek Global HVAC LLC 2024. All Rights Reserved.

Models: SH3BF4M2SX Outdoor Split System Heat Pump, SH3BF4M2SX, Outdoor Split System Heat Pump, Split System Heat Pump, Heat Pump, Pump

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