Unit 4 — Electrical Fundamentals
Section 5 — Control Fundamentals

5.1 — Terminology of Drawings & Specifications

Control drawings and specifications use a standardized vocabulary that must be understood before any wiring diagram, schematic, or sequence-of-operation document can be correctly interpreted. This lesson introduces the core control system terms, the difference between open and closed loop operation, the key parameters found on HVAC/R control drawings, and how to read symbols and legends on ladder diagrams.

Control Systems Open & Closed Loop Ladder Diagrams 313A / 313D

Jump to

5.1.1 — Control System Terminology

HVAC/R control drawings and specifications use a consistent vocabulary across wiring diagrams, control schematics, and sequence-of-operation documents. A firm grasp of these terms allows a technician to follow signal paths from sensor to actuator, interpret safety interlocks, and participate effectively in commissioning and troubleshooting.

System Components & Control Concepts

⚙️

Control System

An arrangement of components that regulates HVAC/R equipment to maintain desired conditions. Every control system has at least one input (a sensor), a decision-making device (a controller), and an output (an actuator or switching device).

🎯

Setpoint

The target value the control system is designed to maintain — for example, 21 °C (70 °F) room temperature or 690 kPa (100 psi) suction pressure. The controller continuously works to keep the controlled variable at or near the setpoint.

📊

Controlled Variable

The physical parameter being monitored and regulated — such as temperature, pressure, humidity, or airflow. The sensor measures this value and reports it to the controller so that output can be adjusted to minimize deviation from setpoint.

🔬

Manipulated Variable

The quantity the controller adjusts to influence the controlled variable — for example, refrigerant flow through an expansion valve, fan speed via a VFD signal, or the opening position of a chilled water valve. This is what the system “turns up or down” to correct an error.

🔌

Sensor / Transducer

Detects a physical condition and converts it to an electrical or pneumatic signal. A thermostat sensing element, a pressure transducer producing a 4–20 mA signal, and a humidity sensor producing a 0–10 VDC signal are all examples of sensors used in HVAC/R controls.

💻

Controller

Compares the measured value from the sensor to the setpoint and sends a corrective output signal to the actuator or switching device. Controllers range from simple bimetallic thermostats to microprocessor-based DDC systems with full programmable logic.

🔨

Actuator

Physically moves or adjusts a component in response to a controller signal. Examples: a motorized valve actuator that modulates water flow, a damper actuator that positions an outdoor air damper, or a relay coil that closes contacts to start a compressor.

Dead Band (Differential)

A range around the setpoint within which the controller does not change its output. For example, a thermostat set to 22 °C with a 1 K dead band will not change output between 21.5 °C and 22.5 °C. The dead band prevents short-cycling of compressors, fans, and contactors.

🔒

Interlock

Prevents a device from operating unless a prerequisite condition is met. A common example: a condenser fan interlock that prevents the compressor from starting unless the condenser fan contactor is confirmed closed. Interlocks protect equipment and enforce correct operating sequences.

🚨

Safety Circuit

Monitors unsafe conditions and shuts down equipment to prevent damage or injury. High-pressure cutouts, low-pressure cutouts, motor overloads, and freeze-stats are all safety circuit devices. Safety circuits are typically wired in series in the control circuit so any single device can interrupt equipment operation.

🖥️

DDC (Direct Digital Control)

Microprocessor-based control with programmable logic, used in building automation systems (BAS). DDC controllers accept analogue and digital inputs, execute control algorithms in software, and produce analogue and digital outputs — replacing hardwired relay logic with flexible, adjustable programs.

Control Mode Types

The table below summarizes the seven control modes commonly referenced in HVAC/R specifications, from the simplest on/off switching through progressive levels of accuracy and complexity.

Control Mode How It Works Typical HVAC/R Use
Two-Position (On/Off) Output is either fully ON or fully OFF based on whether the variable is above or below setpoint Residential thermostat, low-pressure cutout, freeze-stat
Step Control Activates discrete stages of capacity in sequence as demand increases Multi-compressor refrigeration rack, staged electric heat strips
Floating Control Actuator moves in one direction to raise output or reverses to lower it, stopping anywhere within the range Motorized chilled-water valve driven by a floating relay output
Modulating (Proportional) Output varies continuously and proportionally to the difference between measured value and setpoint Variable-speed condenser fan, modulating expansion valve
PI Control Adds Integral action to Proportional — eliminates steady-state offset (droop) by accumulating error over time Chilled water supply temperature reset, discharge air control
PID Control Adds Derivative action to PI — anticipates change by reacting to the rate of error change, reducing overshoot Electronic expansion valve superheat control, precision process cooling
PWM (Pulse Width Modulation) Varies the ON-time (duty cycle) of a repeated switching signal to regulate average power to a component ECM motor speed signal, solenoid valve duty-cycle control

5.1.2 — Open and Closed Loop Control

All control systems fall into one of two fundamental categories based on whether the output is corrected using feedback from the process. Understanding which type is in use is the starting point for any commissioning or troubleshooting task.

Open Loop Control

The controller sends a fixed command based on a schedule or preset input without receiving any feedback from the process. It cannot detect whether the desired result was achieved or self-correct for disturbances.

Example A timer-based defrost that runs heaters for 20 minutes every 6 hours, regardless of actual frost accumulation on the coil.
  • ✓ Simple and low cost to design and maintain
  • ✓ No sensor feedback required
  • ✗ Cannot respond to changing load conditions
  • ✗ Must be manually adjusted when conditions change

Closed Loop Control

A sensor continuously measures the controlled variable and feeds the measured value back to the controller. The controller compares it to the setpoint and adjusts the output to minimize the error. The system is self-correcting.

Example A thermostat cycling a compressor on and off to maintain 22 °C room temperature — the sensor reports actual temperature and the controller responds to any deviation from setpoint.
  • ✓ Self-correcting under varying loads and disturbances
  • ✓ Standard in modern DDC and EEV applications
  • ✗ More complex — requires accurate, reliable sensors
  • ✗ Requires proper tuning to avoid cycling or instability
💡
Most Modern HVAC/R Systems Use Closed Loop Control

Direct digital control (DDC) systems, electronic expansion valves, inverter-driven compressors, and modulating chilled-water valves are all closed loop systems. Open loop control is still found in simple timed devices — defrost timers, morning warm-up schedules — but the trend in commercial HVAC/R is toward closed loop feedback for every regulated variable.

5.1.3 — Key Terms on Control Drawings

Control drawings reference specific terms to define how each loop is configured and how safety devices behave. These six terms appear on nearly every HVAC/R control drawing and specification sheet encountered in the field.

🎯

Setpoint

The desired value the control system maintains — e.g., 22 °C (72 °F) room temperature or 690 kPa (100 psi) suction pressure. Shown on specifications with both SI and imperial units; always check which unit system applies to the equipment being serviced.

📊

Process Variable (PV)

The actual measured value at the sensor at any given moment — the current air temperature the thermostat is reading, or the present discharge pressure the transducer is reporting. The difference between PV and setpoint is the error that the controller acts to eliminate.

🔌

Output

The control action or signal sent to a device in response to the error — for example, a 24 V signal to a contactor coil, a 0–10 VDC signal to a modulating valve actuator, or a 4–20 mA signal to a VFD speed reference input.

Deadband

A temperature or pressure range within which the controller holds its output steady and does not respond. A typical HVAC deadband is 1–3 K (approximately 2–5 °F). Without a deadband, the slightest fluctuation would cause continuous on/off switching that damages contactors and compressors.

Differential

The numerical difference between the cut-in and cut-out values of a switch or pressure control. A low-pressure switch that cuts in at 207 kPa (30 psi) and cuts out at 276 kPa (40 psi) has a differential of 69 kPa (10 psi). Differential is set on the device; deadband is programmed in the controller.

▶◀

Normally Open (NO) / Normally Closed (NC)

The contact positions of switches and relay contacts in their de-energized state as shown on a ladder diagram. A normally open contact is an open circuit at rest and closes when actuated. A normally closed contact passes current at rest and opens when actuated. This convention is universal across all ladder diagram standards.

5.1.4 — Symbols and Legends

Every control drawing includes a legend (symbol list) that defines each graphical element used on that drawing. Apprentices must be able to read this legend before tracing any circuit — symbols are not universally standardized across all manufacturers, so a legend on one drawing may differ from another.

📋

Ladder Diagram Conventions

Ladder diagrams are the standard format for HVAC/R control wiring schematics. The name comes from the appearance: two vertical power rails (the “legs”) connected by horizontal rungs — each rung representing one control circuit.

  • Left rail — line voltage (L1), typically 120 V or 240 V AC; all control power originates here
  • Right rail — neutral (N) or L2; circuits complete through this rail to complete the path
  • Each rung — reads left to right; contacts (switches, relay contacts) are in series on the left; the load (coil, motor, indicator) is at the right end
  • Line types — thick solid lines typically indicate power (line voltage) wiring; thin or dashed lines indicate low-voltage control or signal wiring; always check the legend to confirm
  • Rung numbering — rungs are numbered sequentially (1, 2, 3…) to allow cross-referencing between diagrams and sequence-of-operation documents
👀

Common Symbol Abbreviations

The following abbreviations appear on most HVAC/R control drawings. When a legend is present, always verify the drawing’s own definitions — some manufacturers use non-standard abbreviations.

TSTemperature Sensor / Thermostat
PSPressure Switch / Pressure Sensor
HPSHigh Pressure Switch (safety)
LPSLow Pressure Switch (safety)
RRelay (control relay coil or contacts)
CContactor coil
OLOverload Relay contacts
FRFan Relay
CRControl Relay
TTransformer
CBCircuit Breaker
NONormally Open contact
NCNormally Closed contact
DDCDirect Digital Controller output point
📝

Sensing, Controlling, and Controlled Devices

Control drawings classify every component into one of three functional roles. Keeping these categories clear when reading a drawing makes signal tracing faster and reduces errors during troubleshooting:

  • Sensing devices — measure the controlled variable and generate an input signal; examples: temperature sensor (NTC thermistor, RTD), pressure transducer (4–20 mA output), humidity sensor (0–10 VDC output). Shown near the process point on the drawing.
  • Controlling devices — compare the sensed value to setpoint and generate an output; examples: electronic thermostat, DDC controller module, pressure switch. Shown as a block or symbol at the middle of the signal chain.
  • Controlled devices — execute the output command to change the manipulated variable; examples: contactor, motorized valve actuator, VFD (receiving a speed reference), solenoid valve. Shown at the load end of each ladder rung.
📚
313A and 313D Compliance

The symbol conventions and terminology used in this lesson align with the drawing and specification standards referenced in Ontario’s 313A (Refrigeration and Air Conditioning) and 313D (Domestic and Commercial Refrigeration) apprenticeship standards. When reading any control drawing on site, always locate the legend first, confirm which standard the drawing follows, and verify setting ranges against the manufacturer’s specification sheet before making any adjustments.

Test Your Knowledge
↑ Top