User Guide
Page 10 / BULLETIN 10-9 
loads for long periods of time, and if slightly higher than nor-
mal superheats can be tolerated at full load conditions.
Distributor  Sizing  —  The  proper  sizing  of  the  distributor 
is  extremely  important  for  systems  using  methods  of  capac-
ity reduction. The function of the refrigerant distributor is to 
evenly  distribute  refrigerant  to  a  multi-circuited  evaporator. 
If the distributor cannot perform its function at all load condi-
tions erratic TEV operation can be expected. For the pressure 
drop type distributor, the distributor nozzle and tubes must be 
checked for proper sizing at both minimum and maximum load 
conditions. See Bulletin 20-10 for further information.
Superheat  Adjustment  —  The  superheat  setting  of  the 
TEV should be set at the highest possible superheat that can 
be tolerated at full load conditions. A high superheat setting 
will reduce  problems  associated with  mild  TEV hunting  at 
low load conditions. High superheats are more acceptable on 
air conditioning systems where the wide temperature differ-
ence between the refrigerant and the air allows the TEV to 
operate  at  higher  superheats  without  a  significant  loss  in 
coil capacity.
Evaporator  Coil  Design  —  When  the  evaporator  is  cir-
cuited  to  provide  counterflow  of  the  refrigerant  relative  to 
the  direction  of  the  air  flow,  superheat  will  normally  have 
the least effect on evaporator capacity and suction pressure 
fluctuations will be minimized.
Refrigerant  velocity  inside  the  evaporator  should  be  high 
enough to prevent excessive trapping of liquid refrigerant and 
oil, which may cause TEV hunting. Multi-circuited coils should 
be designed in such a manner that each circuit is exposed to 
the  same  heat  load.  Air  flow  across  the  coil  must  be evenly 
distributed.
Large capacity air conditioning evaporator coils are often split 
into  multiple  sections  so  that  one  or  more  of  these  sections 
can be shut off for capacity control during part-load operation. 
Therefore, a TEV is required to feed each of these sections. The 
methods used to split these coils are referred to as: row split, 
face split, and interlaced. Generally, TEVs will operate best 
on interlaced coils.
Suction  Line  Piping  —  Approved  methods  of  suction  line 
piping including recommended bulb locations and use of traps 
are  covered  in  Bulletin  10-11.  Where  system  designers  and 
manufacturers  have  tested  and  approved  other  methods  of 
piping, these methods should be used when installing or ser-
vicing their systems.
Sensing Bulb Location — The TEV’s sensing bulb should be 
located on a horizontal section of suction line near the evapo-
rator outlet and, in the case of an externally equalized valve, 
upstream of the equalizer connection on the suction line. Refer 
to  Bulletin 10-11  for additional information  on bulb  location 
and installation.
Vapor  Free  Liquid  Refrigerant  —  Another  important 
aspect  in  assuring  proper  TEV  operation  is  providing 
vapor free liquid refrigerant  to the inlet of the TEV. Vapor 
in  the  liquid  line  may  severely  reduce  the  capacity  of  the 
TEV  hindering  proper  refrigerant  flow  to  the  evaporator. 
An  adequately  sized  liquid-to-suction  heat  exchanger  will 
help assure  vapor  free  liquid  by  providing  some amount  of 
subcooling to the liquid. In addition, the heat exchanger pro-
vides an added advantage to the system by vaporizing small 
quantities of liquid refrigerant in the suction line before the 
liquid reaches the compressor. A Sporlan See•All
®
 Moisture-
Liquid Indicator installed near the TEV inlet offers a visual 
check for vapor free refrigerant.
Balanced Port TEVs
One  of  the  factors  limiting  a  TEV’s  ability  to  operate  at 
part-load  conditions  is  a  variation  in  pressure  drop  across 
the TEV during normal system operation due to changes in 
head pressure. As previously discussed on Page 3, How The 
Thermostatic Expansion Valve Works, pressure drop across 
the  TEV  influences  valve  operation,  particularly  with  the 
larger  capacity  valves  which  possess  larger  port  areas.  To 
counteract the effects of this force Sporlan has incorporated 
balanced port design features into selected valve types.
Sporlan introduced this feature in 1946 using a double port 
construction on two large capacity valves: the Types T and 
W. The  Type T  valve  later  became  our Type  V valve  when 
the valve design was modified. This double port construction 
features a piston which seats against two ports, and signifi-
cantly reduces the effects of pressure drop across the valve.
The  refrigerant  flow  entering  these  valve  types  is  divided 
between the two ports, the force of the refrigerant flow being 
transmitted to the midsection of the piston. The force of the 
flow heading to the lower port is largely canceled out by the 
force of the flow heading to the upper port due to the design 
of the piston. A semi-balanced valve is achieved, allowing 
the valve to operate at a lower percentage of its rated capac-
ity than a conventionally designed valve.
Sporlan  introduced  a  discharge  bypass  valve  with  a  fully 
balanced design in  1965,  the  Type ADRHE-6.  This design 
was later used with the Type O TEV, which was introduced 
in 1971.
The  Type  O  valve  is  designed  to  eliminate  the  effects  of 
pressure drop across the valve. The Type O valve features a 
piston which seats against the valve’s single port. See Figure 
8. A passageway drilled through the piston allows liquid line 
pressure to be transmitted to the bottom side of the piston. 
A  synthetic  cup  seal  encircling  the  piston  traps  this  pres-
sure  underneath  the  piston,  which  causes  the  force  due  to 
the liquid line pressure on top of the piston to be canceled. 
Satisfactory operation down to 25% or lower of rated capac-
ity can be expected with the Type O valve provided that the 
aforementioned design recommendations are followed.
Recent efforts by system manufacturers to reduce operating 
costs  of  refrigeration  systems  by  allowing  condenser  pres-
sures  to  fall  or  float  with  lower  ambient  temperatures  has 
created a need for a small capacity TEV with a balanced port 
design  and  superior  modulating  characteristics.  This  effort 
is  particularly  apparent  with  supermarket  applications. 
Sporlan introduced the Types (E)BF and EBS valves in 1984 
to meet this need.
Pin Guide
Seal Cartridge
Pushrod
Pushrod Seal
Piston Assembly
Types (E)BF, 
SBF, and EBF
Type O
Figure 8










