thermostat

thermostat, automatic device that regulates temperature in an enclosed area by controlling heating or refrigerating systems. It is commonly connected to one of these systems, turning it on or off in order to maintain a predetermined temperature. Its operating principle is based on the fact that one of its components expands or contracts significantly during a temperature change. This expansion or contraction actuates a control on a furnace, cooling system, or piece of machinery. The thermostat sometimes uses mercury, which expands when heated and rises in a glass tube until, at a predetermined point, it touches an electrical contact to complete a circuit and thereby actuate a control; conversely, during a lowering of temperature the mercury descends in the tube and breaks the circuit. The thermostat often uses a bimetallic strip, which is made of two thin metallic pieces of different composition that are bonded together. As the temperature of the strip changes, the two pieces change length at different rates, forcing the strip to bend. This bending causes the strip to make or break a circuit.

Device that detects temperature changes for the purpose of maintaining the temperature of an enclosed area essentially constant. The thermostat generates signals, usually electrical, to activate relays, valves, switches, and so on when the temperature rises above or falls below the desired value. Thermostats are used to control the flow of fuel to a burner, of electric current to a heating or cooling unit, or of a heated or cooled gas or liquid into the area it serves. They are also used in fire-detection warning systems.

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A thermostat is a device for regulating the temperature of a system so that the system's temperature is maintained near a desired setpoint temperature. The thermostat does this by controlling the flow of heat energy into or out of the system. That is, the thermostat switches heating or cooling devices on or off as needed to maintain the correct temperature.

A thermostat may be a control unit for a heating or cooling system or a component part of a heater or air conditioner. Thermostats can be constructed in many ways and may use a variety of sensors to measure the temperature. The output of the sensor then controls the heating or cooling apparatus.

Common sensors include:

• Bi-metallic mechanical or electrical sensors
• Expanding wax pellets
• Electronic thermistors and semiconductor devices
• Electrical thermocouples

These may then control the heating or cooling apparatus using:

• Direct mechanical control
• Electrical signals
• Pneumatic signals

History and Development

In 1883, Warren S. Johnson, a professor at the State Normal School in Whitewater, Wisconsin, received a patent for the first electric room thermostat. His invention launched the building control industry and was the impetus for a new company.

Johnson and a group of Milwaukee investors incorporated the Johnson Electric Service Company in 1885 to manufacture, install and service automatic temperature regulation systems for buildings. The company was renamed Johnson Controls in 1974.

Mechanical

Bi-metal

On a steam or hot-water radiator system, the thermostat may be an entirely mechanical device incorporating a bi-metal strip. Generally, this is an automatic valve which regulates the flow based on the temperature. For the most part, their use in North America is now rare, as modern under-floor radiator systems use electric valves, as do some older retrofitted systems. They are still widely employed on central heating radiators throughout Europe, however.

Mechanical thermostats are used to regulate dampers in rooftop turbine vents, reducing building heat loss in cool or cold periods.

An automobile passenger compartment's heating system has a thermostatically controlled valve to regulate the water flow and temperature to an adjustable level. In older vehicles the thermostat controls the application of engine vacuum to actuators that control water valves and flappers to direct the flow of air. In modern vehicles, the vacuum actuators may be operated by small solenoids under the control of a central computer.

Wax pellet

Main article: Wax thermostatic element

A thermostat is used in automobiles containing an internal combustion engine to regulate the flow of coolant.

This type of thermostat operates mechanically. It makes use of a wax pellet inside a sealed chamber. The wax is solid at low temperatures but as the engine heats up the wax melts and expands. The sealed chamber has an expansion provision that operates a rod which opens a valve when the operating temperature is exceeded. The operating temperature is fixed, but is determined by the specific composition of the wax, so thermostats of this type are available to maintain different temperatures, typically in the range of 70 to 90 °C (160 to 200 °F). Modern engines run hot, that is, over 80 °C (180 °F), in order to run more efficiently and to reduce the emission of pollutants. Most thermostats have a small bypass hole to vent any gas that might get into the system (e.g., air introduced during coolant replacement), this small bypass hole is under normal circumstances used to have a small flow when the thermostat is still closed. Without this flow it would be impossible for the thermostat to react correctly on the heating up water. Modern cooling systems contain a relief valve in the form of a spring-loaded radiator pressure cap, with a tube leading to a partially filled expansion reservoir. Owing to the high temperature, the cooling system will become pressurized to a maximum set by the relief valve. The additional pressure increases the boiling point of the coolant above that which it would be at atmospheric pressure.

The wax product used within the thermostat requires a specific process to produce. Unlike a standard paraffin wax, which has a relatively wide range of carbon chain lengths, a wax used in the thermostat application has a very narrow range of carbon molecule chains. The extent of the chains is usually determined by the melting characteristics demanded by the specific end application. To manufacture a product in this manner requires very precise levels of distillation which is difficult or impossible for most wax refineries.

Gas Expansion

Thermostats are sometimes used to regulate gas ovens. It consists of a gas-filled bulb connected to the control unit by a slender copper tube. The bulb is normally located at the top of the oven. The tube ends in a chamber sealed by a diaphragm. As it heats up the gas expands applying pressure to the diaphragm which reduces the flow of gas to the burner.

Electrical

Bi-metallic thermostatic components

These are small circular self-contained units with a mounting flange for attachment to a plate or metal part of a heater or air-conditioner, exposed to the ambient temperature. The internal sensor generally consists of a bi-metallic disk with an electrical contact in its centre. At the switching temperature, the disk flips from concave to convex (or vice versa) causing the contact to open or close depending on the required type of switching (normally closed or normally open). This device can also be applied as an overtemperature protection switch.

Simple two wire thermostats

The illustration is the interior of a common two wire heat-only household thermostat, used to regulate a gas-fired heater via an electric gas valve. Similar mechanisms may also be used to control oil furnaces, boilers, boiler zone valves, electric attic fans, electric furnaces, electric baseboard heaters, and household appliances such as refrigerators, coffee pots, and hair dryers. The power through the thermostat is provided by the heating device and may range from millivolts to 240 volts in common North American construction, and is used to control the heating system either directly (electric baseboard heaters and some electric furnaces) or indirectly (all gas, oil and forced hot water systems). Due to the variety of possible voltages and currents available at the thermostat, caution must be taken.

1. Set point control lever. This is moved to the right for a higher temperature. the round indicator pin in the center of the second slot shows through a numbered slot in the outer case.
2. Bi-metallic strip wound into a coil. The center of the coil is attached to a rotating post attached to lever (1). As the coil gets colder the moving end—carrying (4)—moves clockwise.
3. Flexible wire. The left side is connected via one wire of a pair to the heater control valve.
4. Moving contact attached to the bi-metal coil.
5. Fixed contact screw. This is adjusted by the manufacturer. It is connected electrically by a second wire of the pair to the thermocouple and thence to the heater's controller.
6. Magnet. This ensures a good contact when the contact closes. It also provides hysteresis to prevent short heating cycles, as the temperature must be raised several degrees before the contacts will open. As an alternative, some thermostats instead use a mercury switch on the end of the bi-metal coil. The weight of the mercury on the end of the coil tends to keep it there, also preventing short heating cycles. However, this type of thermostat is banned in many countries due to its highly and permanently toxic nature if broken. When replacing these thermostats they must be regarded as chemical waste.

Not shown in the illustration is a separate bi-metal thermometer on the outer case to show the actual temperature at the thermostat.

Millivolt thermostats

As illustrated in the use of the thermostat above, the power is provided by a thermocouple, heated by the pilot light. This produces little power and so the system must use a low power valve to control the gas. This type of device is generally considered obsolete as pilot lights waste a surprising amount of gas (in the same way a dripping faucet can waste a huge amount of water over an extended period), and are also no longer used on stoves, but are still to be found in many gas water heaters. (Their poor efficiency is acceptable in water heaters, since most of the energy "wasted" on the pilot light is still being coupled to the water and therefore helping to keep the tank warm. For tankless (on demand) water heaters, pilot ignition is preferable since it is faster than hot-surface ignition and more reliable than spark ignition.)

Existing millivolt heating systems can be made far more economical by turning off the gas supply during non-heating seasons and re-lighting the pilot when the heating season approaches. During the winter months, most of the small amount of heat generated by the pilot flame will probably radiate through the flue and into the house, meaning that the gas is wasted (during a time when the system isn't actively heating) but the pilot-warmed flue continues to add to the total thermal energy in the house. In the summer months, this is wholly undesirable.

Some programmable thermostats will control these systems.

24 volt thermostats

The majority of heating/cooling/heat pump thermostats operate on low voltage (typically 24VAC) control circuits. The source of the 24 VAC is a control transformer installed as part of the heating/cooling equipment. The advantage of the low voltage control system is the ability to operate multiple electromechanical switching devices such as relays, contactors, and sequencers using inherently safe voltage and current levels. Built into the thermostat is a provision for enhanced temperature control using anticipation. A heat anticipator generates a small amount of additional heat to the sensing element while the heating appliance is operating. This opens the heating contacts slightly early to prevent the space temperature from greatly overshooting the thermostat setting. A mechanical heat anticipator is generally adjustable and should be set to the current flowing in the heating control circuit when the system is operating. A cooling anticipator generates a small amount of additional heat to the sensing element while the cooling appliance is not operating. This causes the contacts to energize the cooling equipment slightly early, preventing the space temperature from climbing excessively. Cooling anticipators are generally non-adjustable. Electromechanical thermostats use resistance elements as anticipators. Most electronic thermostats use either thermistor devices or integrated logic elements for the anticipation function. In some electronic thermostats, the thermistor anticipator may be located outdoors, providing a variable anticipation depending on the outdoor temperature. Thermostat enhancements include outdoor temperature display, programmability, and system fault indication.

Most modern gas or oil furnaces or boilers will be controlled by such systems, as will most relay-operated electric furnaces:

• Gas:
• start drafting fan (if the furnace is relatively recent) to create a column of air flowing up the chimney.
• heat ignitor or start spark-ignition system.
• open gas valve to ignite main burners.
• wait (if furnace is relatively recent) until the heat exchanger is at proper operating temperature before starting main blower fan or circulator pump.
• Oil:
• similar to gas, except rather than opening a valve, the furnace will start an oil pump to inject oil into the burner.
• Electric furnace or boiler:
• the blower fan or circulator pump will be started, and a large relay or triac will turn on the heating elements.
• Coal:
• though rare today, worth a mention; similar to gas, except rather than opening a valve, the furnace will start a coal screw to drive coal into the firebox.

With non-zoned (typical residential, one thermostat for the whole house) systems, when the thermostat's R (or Rh) and W terminals are connected, the furnace will go through its startup rituals and produce heat.

With zoned systems (some residential, many commercial systems—several thermostats controlling different "zones" in the building), the thermostat will cause small electric motors to open valves or dampers and start the furnace or boiler if it's not already running.

Most programmable thermostats will control these systems.

Line voltage thermostats

Line voltage thermostats are most commonly used for electric space heaters such as a baseboard heater or a direct-wired electric furnace. If a line voltage thermostat is used, system power (in the United States, 120 or 240 volts) is directly switched by the thermostat. With switching current often exceeding 40 amperes, using a low voltage thermostat on a line voltage circuit will result at least in the failure of the thermostat and possibly a fire. Line voltage thermostats are sometimes used in other applications such as the control of fan-coil (fan powered from line voltage blowing through a coil of tubing which is either heated or cooled by a larger system) units in large systems using centralized boilers and chillers, or to control circulation pumps in hydronic heating applications.

Some programmable thermostats are available to control line-voltage systems. Baseboard heaters will especially benefit from a programmable thermostat which is capable of continuous control (as are at least some Honeywell models), effectively controlling the heater like a lamp dimmer, and gradually increasing and decreasing heating to ensure an extremely constant room temperature (continuous control rather than relying on the averaging effects of hysteresis). Systems which include a fan (electric furnaces, wall heaters, etc.) must typically use simple on/off controls.

Combination heating/cooling regulation

Depending on what is being controlled, a forced-air air conditioning thermostat generally has an external switch for heat/off/cool, and another on/auto to turn the blower fan on constantly or only when heating and cooling are running. Four wires come to the centrally-located thermostat from the main heating/cooling unit (usually located in a closet, basement, or occasionally attic): one wire supplies a 24 V AC power connection to the thermostat, while the other three supply control signals from the thermostat, one for heat, one for cooling, and one to turn on the blower fan. The power is supplied by a transformer, and when the thermostat makes contact between power and another wire, a relay back at the heating/cooling unit activates the corresponding function of the unit.

Heat Pump Regulation

The heat pump is a refrigeration based appliance that reverses refrigerant flow between the indoor and outdoor coils. This is done by energizing a "reversing", "4-way", or "change-over" valve. During cooling, the indoor coil is an evaporator removing heat from the indoor air and transferring it to the outdoor coil where it is rejected to the outdoor air. During heating, the outdoor coil becomes the evaporator and heat is removed from the outdoor air and transferred to the indoor air through the indoor coil. The reversing valve, controlled by the thermostat, causes the change-over from heat to cool. Residential heat pump thermostats generally have an "O" terminal to energize the reversing valve in cooling. Some residential and many commercial heat pump thermostats use a "B" terminal to energize the reversing valve in heating. The heating capacity of a heat pump decreases as outdoor temperatures fall. At some outdoor temperature (called the balance point) the ability of the refrigeration system to transfer heat into the building falls below the heating needs of the building. A typical heat pump is fitted with electric heating elements to supplement the refrigeration heat when the outdoor temperature is below this balance point. Operation of the supplemental heat is controlled by a second stage heating contact in the heat pump thermostat. During heating, the outdoor coil is operating at a temperature below the outdoor temperature and condensation on the coil may take place. This condensation may then freeze onto the coil, reducing its heat transfer capacity. Heat pumps therefore have a provision for occasional defrost of the outdoor coil. This is done by reversing the cycle to the cooling mode, shutting off the outdoor fan, and energizing the electric heating elements. The electric heat in defrost mode is needed to keep the system from blowing cold air inside the building. The elements are then used in the "reheat" function. Although the thermostat may indicate the system is in defrost and electric heat is activated, the defrost function is not controlled by the thermostat. Since the heat pump has electric heat elements for supplemental and reheats, the heat pump thermostat provides for use of the electric heat elements should the refrigeration system fail. This function is normally activated by an "E" terminal on the thermostat. When in emergency heat, the thermostat makes no attempt to operate the compressor or outdoor fan.

Digital

Newer digital thermostats have no moving parts to measure temperature and instead rely on thermistors. Typically one or more regular batteries must be installed to operate it although some so-called "power stealing" digital thermostats use the common 24 volt AC circuits as a power source (but will not operate on thermopile powered "millivolt" circuits used in some furnaces). Each has an LCD screen showing the current temperature, and the current setting. Most also have a clock, and time-of-day (and now day-of-week) settings for the temperature, used for comfort and energy conservation. Some now even have touch screens, or have the ability to work with X10, BACnet, LonWorks or other home automation or building automation systems.

Digital thermostats use either a relay or a semiconductor device such as triac to act as switch to control the HVAC unit. Units with relays will operate millivolt systems, but often make an audible "click" noise when switching on or off.

More expensive models have a built-in PID controller, so that the thermostat knows ahead how the system will react to its commands. For instance, setting it up that temperature in the morning at 7am should be 21 degrees, makes sure that at that time the temperature will be 21 degrees (a conventional thermostat would just start working at that time). The PID controller decides at what time the system should be activated in order to reach the desired temperature at the desired time. It also makes sure that the temperature is very stable (for instance, by reducing overshoots).

Most digital thermostats in common residential use in North America and Europe are programmable thermostats, which will typically provide a 30% energy savings if left with their default programs; adjustments to these defaults may increase or reduce energy savings. The programmable thermostat article provides basic information on the operation, selection and installation of such a thermostat.

Household thermostat location

The thermostat should be located away from the room's cooling or heating vents or device, yet exposed to general airflow from the room(s) to be regulated. An open hallway may be most appropriate for a single zone system, where living rooms and bedrooms are operated as a single zone. If the hallway may be closed by doors from the regulated spaces then these should be left open when the system is in use. If the thermostat is too close to the source controlled then the system will tend to "short cycle", and numerous starts and stops can be annoying and in some cases shorten equipment life. A multiple zoned system can save considerable energy by regulating individual spaces, allowing unused rooms to vary in temperature by turning off the heating and cooling.

Thermostat Terminal Codes

NEMA — National Electrical Manufacturers [sic] Association in 1972 standardized the labels on thermostat terminals. These standards specify alphanumeric codes to be used for specific functions in thermostats:

• R, or RH for heat or RC for cool (red): "hot" side of transformer
• W (white): heat control
• W2 (pink or other color): heat, second stage
• Y2 (blue or pink): cool, second compressor stage
• C or X (black): common side of transformer (24 V)
• Y (yellow): compressor activity
• G (green): fan
• O (orange): Energize to cool (heat pumps)
• L (tan, brown, grey or blue): service indicator lamp
• X2 (blue, brown, grey or tan): heat, second stage (electric)
• B (blue or orange): energize to heat
• B or X (blue, brown or black): common side of transformer
• E (blue, pink, gray or tan): emergency heat relay on a heat pump
• T (tan or gray): outdoor anticipator reset

See also

• Automatic control
• Programmable thermostat
• Sensor

External links

• Home HVAC wiring tutorial by Jeff Fisher
• Professional Reference Guide
• Installing a programmable thermostat (Do-It-Yourself)