Unit 3 — Refrigeration System Fundamentals & Maintenance
Section 4 — Vapour Compression Cycle

4.5 — Heat Pumps

A heat pump is a vapour compression system that can move heat in either direction. By reversing the refrigerant flow, the indoor and outdoor coils swap roles — the same equipment that cools a building in summer can heat it in winter.

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4.5.1 — How a Heat Pump Works — Reverse-Cycle Operation

A heat pump uses the same vapour compression cycle as a standard air conditioner. The critical difference is that a 4-way reversing valve can switch the direction of refrigerant flow so that the indoor coil acts as a condenser (heating mode) rather than an evaporator (cooling mode).

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Cooling Mode

Identical to a standard A/C: the indoor coil is the evaporator (absorbs heat from the room), and the outdoor coil is the condenser (rejects heat to outside).

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Heating Mode

Refrigerant flow is reversed: the outdoor coil becomes the evaporator (absorbs heat from cold outdoor air), and the indoor coil becomes the condenser (releases heat into the building).

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Key Insight

In heating mode, a heat pump moves heat rather than generating it. Even at outdoor temperatures as low as −15°C (5°F), there is still usable heat energy in the air that the refrigerant can absorb.

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Heat pumps move heat — they do not create it

This is why a heat pump can deliver 3–4 kW of heat for every 1 kW of electrical energy consumed. The rest comes from the outdoor environment, effectively giving a COP (Coefficient of Performance) of 3–4 under mild conditions — far more efficient than electric resistance heating (COP = 1).

4.5.2 — The 4-Way Reversing Valve

The 4-way reversing valve is the component that enables a heat pump to switch between heating and cooling. It has four refrigerant connections and a slide mechanism that redirects discharge gas from the compressor to either the indoor or outdoor coil.

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Four Connections

1. Discharge — from compressor (always high-pressure hot gas)
2. Suction — to compressor (always low-pressure vapour)
3. Outdoor coil — bi-directional
4. Indoor coil — bi-directional

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Solenoid Pilot Control

The valve is shifted by a small solenoid-operated pilot valve that directs discharge pressure to one end of the valve slide. Most systems are de-energised in heating mode and energised in cooling mode — but this varies by manufacturer.

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Common Failures

A partially stuck or leaking reversing valve allows high-pressure discharge gas to bleed to the low side. Symptoms include: high suction pressure, low discharge pressure, low capacity in one or both modes, and warm suction line.

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Testing the Reversing Valve

To confirm the reversing valve is shifting properly:

  • With the system running, switch between heating and cooling modes and listen for an audible click as the valve shifts.
  • Use a thermocouple to confirm the indoor coil temperature changes from cold (cooling) to warm (heating) within 30–60 seconds of switching.
  • Check solenoid coil for continuity if the valve does not shift.
  • A valve that is stuck mechanically can sometimes be freed by tapping lightly with a rubber mallet while switching modes — but replacement is the correct fix.

4.5.3 — Check Valves in Heat Pump Systems

Because the outdoor and indoor coils swap roles between heating and cooling, a heat pump typically has two metering devices (one for each coil) and check valves to direct refrigerant through the correct metering device depending on the mode.

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How Check Valves Work

A check valve allows refrigerant flow in only one direction. In heating mode, the check valve bypasses the indoor metering device (liquid flows freely into the indoor coil, which is now a condenser) and forces the refrigerant through the outdoor metering device. In cooling mode, the opposite path is used.

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Dual Metering Devices

A biflow TXV (bi-directional) or two separate metering devices — one in each coil circuit — may be used. Each is sized for the heat load in the mode where it is active. A check valve in parallel with each metering device allows liquid to bypass it when it is not metering.

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Check Valve Failures

A stuck-open check valve in the wrong position bypasses the active metering device, flooding the evaporator. A stuck-closed valve prevents refrigerant from reaching the active coil. Both cause poor capacity in one mode and are diagnosed by comparing heating-mode and cooling-mode pressures.

4.5.4 — Cooling Mode — Refrigerant Flow

In cooling mode, a heat pump operates identically to a standard split-system air conditioner. Refrigerant flow follows the standard vapour compression cycle.

High Side

① Compressor

Compresses low-pressure vapour from the indoor coil. Discharge gas goes to the reversing valve.

High Side

② Outdoor Coil (Condenser)

Hot discharge gas condenses. Heat is rejected to the outdoor air. Subcooled liquid exits the coil.

Transition

③ Outdoor Metering Device

Check valve bypasses this device in cooling mode. Liquid flows freely to the indoor metering device.

Low Side

④ Indoor Coil (Evaporator)

Refrigerant boils, absorbing heat from the indoor air. Superheated vapour returns to the compressor via the reversing valve.

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Reversing valve position in cooling mode

On most residential heat pumps, the reversing valve solenoid is energised in cooling mode, directing discharge gas to the outdoor coil. In heating mode the solenoid de-energises. Always verify with the manufacturer wiring diagram before diagnosing mode-switching issues.

4.5.5 — Heating Mode — Refrigerant Flow

In heating mode, the reversing valve shifts to redirect discharge gas to the indoor coil. The indoor coil becomes the condenser and releases heat into the building. The outdoor coil becomes the evaporator and absorbs heat from the cold outdoor air.

High Side

① Compressor

Compresses low-pressure vapour from the outdoor coil. Discharge gas goes to the reversing valve — now directed to the indoor coil.

High Side

② Indoor Coil (Condenser)

Hot discharge gas condenses inside the building, releasing heat to the indoor air. Subcooled liquid exits the coil.

Transition

③ Outdoor Metering Device

Liquid is throttled through the outdoor expansion device, dropping in pressure and temperature to a cold mixture well below outdoor air temperature.

Low Side

④ Outdoor Coil (Evaporator)

Cold refrigerant absorbs heat from the outdoor air (even in sub-zero conditions). Vapour returns to the compressor via the reversing valve.

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Heating Capacity at Low Outdoor Temperatures

As outdoor temperature drops, the evaporating pressure and temperature in the outdoor coil also drop. This increases the compression ratio and reduces the mass of refrigerant the compressor can move per revolution, lowering heating capacity. At very low outdoor temperatures:

  • Heating capacity may fall below the building’s heat loss
  • A supplementary electric resistance heater (auxiliary heat) activates automatically
  • Many systems include a balance point temperature below which auxiliary heat is always needed (typically −10 to 0°C / 14 to 32°F)
  • Cold-climate heat pumps use variable-speed compressors and larger coils to maintain useful capacity down to −25°C (−13°F) or lower

4.5.6 — The Defrost Cycle

During heating mode, the outdoor coil operates below 0°C. Moisture in the outdoor air freezes on the coil surface, building up a layer of frost that restricts airflow and dramatically reduces the coil’s ability to absorb heat. The defrost cycle melts this frost.

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When Defrost Initiates

Most systems use a time-temperature or demand defrost control. Time-temperature initiates defrost at set intervals (e.g., every 90 minutes) if the outdoor coil temperature is below a set point. Demand defrost uses sensors or algorithms to initiate only when frost accumulation is detected, saving energy.

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How Defrost Works

The reversing valve switches to cooling mode, directing hot discharge gas to the outdoor coil. This melts the frost from the coil. The outdoor fan is turned off during defrost to prevent cold air from counteracting the hot gas. Indoor auxiliary heat activates to compensate for the temporary loss of heating.

Defrost Termination

Defrost ends when a coil temperature sensor (typically a thermistor) reads a set point (e.g., 20°C / 68°F), confirming the frost is melted. A time-out (typically 10 minutes) terminates defrost if the coil does not reach the set point, preventing indefinite defrost operation.

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Steam from the outdoor unit during defrost is normal

Water melting off the coil during defrost and then evaporating when hot gas arrives creates a visible steam cloud from the outdoor unit. Homeowners sometimes mistake this for a fire or refrigerant leak. Explain defrost operation as part of the commissioning handover.

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Diagnosing Defrost Problems

A heat pump that runs in heating mode but accumulates heavy ice on the outdoor coil is not defrosting correctly. Common causes:

  • Defrost control board failure — no defrost initiation
  • Outdoor coil temperature sensor (thermistor) open or shorted — control reads incorrect temperature
  • Reversing valve not shifting during defrost — hot gas not directed to outdoor coil
  • Outdoor fan not stopping during defrost — cooling the coil faster than the hot gas can melt ice
  • Low refrigerant charge — insufficient hot gas temperature to melt ice

4.5.7 — COP, SEER, and HSPF — Measuring Efficiency

Heat pump efficiency is expressed differently depending on whether the system is heating or cooling, and whether the rating is instantaneous (COP) or seasonal (SEER/HSPF).

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COP (Coefficient of Performance)

The ratio of useful heat output (or cooling effect) to the electrical energy input, at a single set of operating conditions. A heat pump with COP 3.5 delivers 3.5 kW of heat per 1 kW of electricity consumed. Higher is better.

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SEER / SEER2 (Seasonal Energy Efficiency Ratio)

Measures cooling efficiency over an entire cooling season. Units are BTU of cooling per Wh of electricity. SEER2 uses updated test conditions (2023+) with higher external static pressure. Minimum residential SEER2 requirements vary by region.

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HSPF / HSPF2 (Heating Seasonal Performance Factor)

Measures heating efficiency over an entire heating season. Units are BTU of heat per Wh of electricity, including defrost cycles and auxiliary heat operation. HSPF2 uses the same updated test conditions as SEER2.

Rating What It Measures Typical Range Higher = ?
COP (heating) Instantaneous heating efficiency 2.5 – 4.5 (at 8°C / 47°F outdoor) More heat per kWh
COP (cooling) Instantaneous cooling efficiency 2.5 – 4.5 (at standard conditions) More cooling per kWh
SEER2 Seasonal cooling efficiency 14 – 30+ BTU/Wh Lower annual cooling cost
HSPF2 Seasonal heating efficiency 7 – 12+ BTU/Wh Lower annual heating cost
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COP drops as outdoor temperature drops

As outdoor temperature falls in heating mode, the compression ratio increases and the mass flow rate through the compressor decreases. Both effects reduce COP. A heat pump rated COP 4.0 at 8°C may have a COP of only 2.0 at −10°C. Variable-speed (inverter-driven) compressors maintain higher COP over a wider range of conditions than single-speed equipment.

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