User Guide
valve’s  diaphragm.  The  sensing  bulb,  capillary  tubing,  and 
diaphragm  assembly  is  referred  to  as  the  thermostatic 
element. The thermostatic element on all standard Sporlan 
TEVs is replaceable.
The  diaphragm  is  the  actuating  member  of  the  valve.  Its 
motion  is  transmitted  to  the  pin  and  pin  carrier  assem-
bly  by  means  of  one  or  two  pushrods, allowing  the  pin to 
move in and out of the valve port. The superheat spring 
is located under the pin carrier, and a spring guide sets it 
in place. On externally adjustable valves, an external valve 
adjustment permits the spring pressure to be altered.
There are three fundamental pressures acting on the valve’s 
diaphragm which affect its operation: sensing bulb pressure 
P1,  equalizer  pressure  P2,  and  equivalent  spring  pressure 
P3 (see Figure 1). The sensing bulb pressure is a function of 
the temperature of the thermostatic charge, i.e., the sub-
stance within the bulb. This pressure acts on the top of the 
valve diaphragm causing the valve to move to a more open 
position.  The  equalizer  and  spring  pressures  act  together 
underneath  the  diaphragm  causing  the  valve  to  move  to  a 
more  closed  position.  During  normal  valve  operation,  the 
sensing  bulb  pressure  must  equal  the  equalizer  pressure 
plus the spring pressure, i.e.: 
P1 = P2 + P3
Equivalent spring pressure is defined as the spring force divided 
by the effective area of the diaphragm. The effective area of the 
diaphragm  is  simply  the  portion  of  the  total  diaphragm  area 
which is effectively used by the bulb and equalizer pressures to 
provide their respective opening and closing forces. Equivalent 
spring pressure is essentially constant once the valve has been 
adjusted to the desired superheat. As a result, the TEV functions 
by controlling the  difference between bulb and equalizer  pres-
sures by the amount of the spring pressure.
The function of the sensing bulb is to sense the temperature 
of the refrigerant vapor as it leaves the evaporator. Ideally, 
the  bulb  temperature  will  exactly  match  the  refrigerant 
vapor temperature. As the bulb temperature increases, bulb 
pressure also increases causing the valve pin to move away 
from  the  valve  port,  allowing  more  refrigerant  to  flow  into 
the  evaporator.  The  valve  continues  in  this  opening  direc-
tion until the  equalizer pressure increases  sufficiently that 
the sum of the equalizer and spring pressures balance with 
the  bulb  pressure.  Conversely,  as  the  bulb  temperature 
decreases, the bulb pressure decreases causing the valve pin 
to  move  toward  the  valve  port,  allowing  less  refrigerant  to 
flow into the evaporator. The valve continues to  close  until 
the  equalizer  pressure  decreases  sufficiently  that  the  sum 
of the equalizer and spring pressures balance with the bulb 
pressure.
A change  in  refrigerant vapor  temperature  at  the  outlet  of 
the evaporator is caused by one of two events: (1) the spring 
pressure  is  altered  by  means  of  the  valve  adjustment,  and 
(2)  the  heat  load  on  the  evaporator  changes.  When  spring 
pressure  is  increased  by  turning  the  valve  adjustment 
clockwise, refrigerant flow into the evaporator is decreased. 
Vapor temperature at the evaporator outlet increases since 
the point where the refrigerant completely vaporizes moves 
further  back  within  the  evaporator,  leaving  more  evapora-
tor  surface  area  to  heat  the  refrigerant  in  its  vapor  form. 
The  actual  refrigerant  vapor  and  bulb  temperature  will  be 
controlled  at  the  point  where  bulb  pressure  balances  with 
the sum of the equalizer and  spring  pressures. Conversely, 
decreasing spring pressure by turning the valve adjustment 
counterclockwise increases refrigerant flow into the evapora-
tor  and  decreases  refrigerant  vapor  and  bulb  temperature. 
Spring  pressure  determines  the  superheat  at  which  the 
valve  controls.  Increasing  spring  pressure  increases  super-
heat, decreasing spring pressure decreases superheat.
An increase in the heat load on the evaporator causes refrig-
erant to evaporate at a faster rate. As a result, the point of 
complete  vaporization  of  the  refrigerant  flow  is  moved  fur-
ther back within the evaporator. Refrigerant vapor and bulb 
temperature increase, causing bulb pressure to rise and the 
valve to move in the opening direction until the three pres-
sures are in balance. Conversely, a reduction in the heat load 
on the evaporator will cause the vapor and bulb temperature 
to fall and the valve to move in a closed direction until the 
three pressures are in balance. Unlike a change in the spring 
pressure due to valve adjustment, a change in the heat load 
on the evaporator does not appreciably affect the superheat 
at  which  the  thermostatic  expansion  valve  controls.  This 
is due  to the  fact  that the  TEV is  designed to  maintain  an 
essentially  constant  difference  between  bulb  and  equalizer 
pressures, thus controlling superheat regardless of the heat 
load.
Effect of Pressure Drop Across the Valve Port
An  additional  pressure  affecting  valve  operation,  which  is 
not considered fundamental, arises from the actual pressure 
drop across the valve port. This pressure P4 can be related to 
the three fundamental pressures as the product of pressure 
drop across the valve port and the ratio of the port area to 
the effective area of the diaphragm, i.e.:
P4 = Pressure Drop x (Port Area / Effective Diaphragm Area) 
With Sporlan’s conventional TEV design, this pressure is an 
opening  influence  since  refrigerant  flow  tends  to  move  the 
valve in an opening direction. As a result, our original equa-
tion is modified as follows: 
P1 + P4 = P2 + P3
Page 4 / BULLETIN 10-9 
Superheat
Figure 1
Evaporator Temperature
Bulb Temperature
Closing Force
2
3
2
 Closing Force 
2
 + 
3
2 
1
Bulb
Pressure
Spring
Pressure
Evaporator
Pressure
Refrig.
Curve
1
O
p
e
n
i
n
g
F
o
r
c
e
Figure 1










