User Guide
P4  becomes  more  significant  to  TEV  operation  the  greater 
the  port  area  to  effective  diaphragm  area  ratio,  and  the 
greater the pressure drop varies across the valve port.
Balanced Port TEVs
Sporlan introduced the concept of the balanced port thermo-
static expansion valve in 1946 on large tonnage Types T and 
W valves. This  concept provided the  means to either largely 
reduce or eliminate the effect of pressure drop across the valve 
port. This design utilized a double seating piston operated by 
a single pushrod. The two port construction divided the refrig-
erant  flow  in  opposite  directions,  thereby  providing  a  semi-
balanced pressure differential across the piston. 
Improved balanced port designs resulted in a fully balanced 
Type  O  valve,  and  then  the  Types  (E)BF,  SBF,  and  EBS 
valves for smaller capacity applications. For additional infor-
mation on the types and applications of balanced port TEVs, 
refer to Page 9, Thermostatic Expansion Valve Applications. 
Equalization Method
As previously discussed on  Pages  3 and 4, the  operation  of 
the thermostatic expansion valve is determined by the rela-
tionship  between  three  fundamental  pressures:  bulb  pres-
sure,  equalizer  pressure,  and  equivalent  spring  pressure. 
These  pressures  are  illustrated  in  Figure  1.  The  equalizer 
pressure  is  the  evaporator  pressure  the  valve  senses.  The 
means used to transmit this pressure from the refrigeration 
system to the underside of the valve diaphragm is referred 
to as the equalization method.
Evaporator  pressure  is  transmitted  to  the  underside  of 
the valve diaphragm by one of two methods. If the valve is 
internally equalized, the evaporator pressure at the valve 
outlet  is  transmitted  to  the  diaphragm  via  a  passageway 
within  the  valve  body  or  through  a  clearance  around  the 
pushrods. If the valve is externally equalized, the under-
side of the valve diaphragm is isolated from the valve outlet 
pressure by the use of packing material around the pushrods 
or with pushrods which are closely fitted. Evaporator pres-
sure is transmitted  to the diaphragm  by  a tube  connecting 
the  suction  line  near  the  evaporator  outlet  to  an  external 
fitting  on  the  valve.  The  external  fitting  is  connected  to  a 
passageway  which  leads  to  the  underside  of  the  valve  dia-
phragm. See Figure 2. 
Internally equalized TEVs should be limited to single circuit 
evaporator coils having a pressure drop no greater than the 
equivalent of a 2°F saturated temperature change. Refer to 
Table 1 for recommended maximum allowable pressure drop 
values for internally equalized valves.
Externally equalized TEVs, however, are not affected by pres-
sure drop across the evaporator, including pressure drop from 
refrigerant distributors employed by multi-circuited evaporator
IMPORTANT:  The  External  Equalizer  must  be  used  on  evaporators  which 
employ a refrigerant distributor. 
coils.  An  externally  equalized  TEV  may  be  used  for  all 
refrigeration  applications.  It  provides  no  operational  dis-
advantages  with  respect  to  an  internally  equalized  valve 
other than requiring an external equalizer line be connected. 
Figures 3, 4, and 5 illustrate the effects of evaporator pres-
sure drop on an internally and externally equalized TEV. 
When  an  externally  equalized  TEV  is  used,  the  equalizer 
connection on the TEV must be connected to the suction line 
near the outlet of the evaporator, and not capped! 
Figure  3  shows  an  internally  equalized  valve  feeding  a 
single circuit  evaporator  which has no  pressure  drop.  The 
system refrigerant is R-22 and, for the purpose of illustra-
tion,  R-22  is  also  used  as  the  thermostatic  charge.  The 
evaporator pressure at the valve outlet and at  the sensing 
bulb  location is  52  psig. The  sum of  this pressure and the 
12  psi  spring  pressure  produces  a  64  psig  pressure  in  the 
closing  direction.  For  the  valve  to  properly  operate,  a  64 
psig opening bulb pressure is required to balance pressure. 
Since the sensing bulb consists of liquid R-22, its pressure-
temperature  characteristic  is  identical  to  the  saturation 
curve of R-22, and a 37°F bulb temperature is required. The 
superheat at which the valve is controlling is calculated by 
subtracting  the  saturation  temperature  of  the  evaporator 
pressure at the sensing bulb location by the bulb tempera-
ture. In this case, the superheat is 9°F.
BULLETIN 10-9 / Page 5 
Valve with INTERNAL 
Equalizer 
Close 
Tolerance
Fit
Internal 
Equalizer
External 
Equalizer
Fitting
Push
Rods
Valve
Outlet
Pressure
Evaporator
Outlet
Pressure
Push
Rods
Valve with EXTERNAL
Equalizer
Figure 2
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erutarepmeTgnitaropaEv °F
04 02 0 – 02 – 04
porDerusserP is— p
431,21 a 00.2 05.1 00.1 57.0
––
––
22 00.3 00.2 05.1 00.1 75.0
705,205,A404 00.3 05.2 57.1 52.1 00.1
A(717 ainomm ) 00.3 00.2 05.1 00.1
Table 1
37°
52
52
52
64
Bulb Pressure
64 psig
Evaporator
Inlet Pressure
52 psig
Evaporator 
Outlet Pressure
52 psig
Diaphragm
Spring Pressure
12 psi
Closing Pressure............................................................................= 52 + 12 = 64 psig
 (Evaporator Inlet Pressure Plus Spring Pressure)
Bulb Pressure Necessary to Open Valve..........................................................64 psig
Bulb Pressure Equivalent to 64 psig.....................................................................37°F
Saturated Temperature Equivalent to Evaporator Outlet Pressure.........................28°F
 SUPERHEAT......................................................................................................9°F
 Bulb Temperature Minus Saturated Evaporator Temperature  
12
Converted to Temperature = 37°F
Figure 3










