User Guide
Figure  4  shows  the  same  internally  equalized  valve  on  a 
system  having  the  same  evaporator  pressure  at  the  sens-
ing  bulb  location.  The  evaporator  coil,  however,  now  has  a 
pressure  drop  of  6  psi.  Since  an  internally  equalized  valve 
senses  evaporator  pressure  at  the  valve  outlet,  the  total 
pressure in the closing direction becomes 58 psig plus the 12 
psi spring pressure, or 70 psig. A bulb pressure of 70 psig is 
now  required  for  proper  valve  regulation,  which  translates 
to a 41°F bulb temperature. The superheat becomes 13°F, or 
4°F higher than the  superheat calculated in Figure 3. This 
rise in superheat is due to the pressure drop in the evapora-
tor.  Consequently,  pressure  drop  between  the  valve  outlet 
and the sensing bulb location causes an internally equalized 
TEV to operate at a higher than desired superheat.
Page 6 / BULLETIN 10-9 
Figure  5  shows  the  same  system  as  in  Figure  4,  but  with 
an  externally  equalized  TEV  installed.  Since  an  externally 
equalized  TEV  senses  evaporator  pressure  at  the  evapora-
tor outlet, it is not influenced by pressure drop through the 
evaporator. As a result, the TEV senses the correct pressure, 
and controls at the desired superheat. 
These  diagrams  can  be  used  to  show  the  influence  evapo-
rator  pressure  drop  has  on  internally  equalized  TEVs  as 
evaporating  temperatures  fall.  Table  1  provides  general 
recommendations  for  maximum  pressure  drops  that  can  be 
safely tolerated by internally equalized valves. These recom-
mendations  are  suitable  for  most  field  installed  systems. 
Use externally equalized TEVs when pressure drops  exceed 
values shown in Table  1, or when pressure drops cannot be 
determined.  An  externally  equalized  TEV  should  be 
used  whenever  a  refrigerant  distributor  is  used  with 
the evaporator.
Refer to Bulletin 10-11, TEV Installation, Field Service and 
Assembly,  regarding  recommendations  for  the  location  of 
the  sensing  bulb  and  external  equalizer  connection  to  the 
suction line. 
Thermostatic Charges
As previously mentioned, the TEV’s sensing bulb transmits 
pressure to the top of the diaphragm by a length of capillary 
tubing.  The  thermostatic  charge  is  the  substance  in  the 
TEV’s sensing bulb which responds to suction line tempera-
ture to create the bulb pressure, and it is designed to allow 
the TEV to operate at a satisfactory level of superheat over 
a specific range of evaporating temperatures. The subject of 
thermostatic  charges  is  best  approached  by  describing  the 
categories  into  which  charges  are  classified.  These  catego-
ries are the following:
  1.  Liquid Charge
  2.  Gas Charge
  3.  Liquid-Cross Charge
  4.  Gas-Cross Charge
  5.  Adsorption Charge
The conventional liquid charge consists of the same refriger-
ant  in  the  thermostatic  element  that  is  used  in  the  refrig-
eration  system,  while  the  liquid-cross  charge  consists  of  a 
refrigerant  mixture.  The  term  cross  charge  arises  from 
the fact that the pressure-temperature characteristic of the 
refrigerant mixture used within the sensing bulb will cross 
the saturation curve of the system refrigerant at some point.
Both  the  liquid  and  liquid-cross  charges  contain  sufficient 
liquid  such  that  the  bulb,  capillary  tubing,  and  diaphragm 
chamber will contain some liquid under all temperature condi-
tions.  This characteristic prevents charge  migration  of the 
thermostatic charge away from the sensing bulb if the sensing 
bulb  temperature  becomes  warmer  than  other  parts  of  the 
thermostatic  element. Charge  migration will result  in  loss of 
valve control. An additional characteristic of these charges is 
their lack of a maximum operating pressure (MOP) fea-
ture. A thermostatic charge with an MOP feature causes the 
TEV to modulate in the closed direction above a predetermined 
evaporator pressure, thereby restricting flow to the evaporator 
and limiting the maximum evaporator pressure at which the 
system can operate.
Similarly, the gas charge consists of the same refrigerant in 
the  thermostatic  element  that  is  used  in  the  refrigeration 
system,  while  the  gas-cross  charge  consists  of  a  refrigerant 
mixture. Unlike the liquid type charges, both gas charges are 
distinguished  by  having  a  vapor charge  in the  thermostatic 
element which condenses to a minute quantity of liquid when 
41°
52
58
58
Bulb Pressure
70 psig
Evaporator
Inlet Pressure
58 psig
Evaporator
Outlet Pressure
52 psig
Diaphragm
Spring Pressure
12 psi
Closing Pressure............................................................................= 58 + 12 = 70 psig
 (Evaporator Inlet Pressure Plus Spring Pressure)
Bulb Pressure Necessary to Open Valve.........................................................70 psig
Bulb Temperature Equivalent to 70 psig................................................................41°F
Saturated Temperature Equivalent to Evaporator Outlet Pressure..........................28°F
 SUPERHEAT....................................................................................................13°F
 Bulb Temperature Minus Saturated Evaporator Temperature  
12
70
Converted to Temperature = 41°F
37°
52
58
Bulb Pressure
64 psig
Evaporator
Inlet Pressure
58 psig
Evaporator
Outlet Pressure
52 psig
Diaphragm
Spring Pressure
12 psi
Closing Pressure.............................................................................= 52 + 12 = 64 psig
 (Suction Pressure at Bulb Plus Spring Pressure)
Bulb Pressure Necessary to Open Valve..........................................................64 psig
Bulb Temperature Equivalent to 64 psig.................................................................37°F
Saturated Temperature Equivalent to Evaporator Outlet Pressure...........................28°F
 SUPERHEAT............. ......................................................................................... 9°F
 Bulb Temperature Minus Saturated Evaporator Temperature  
52
Suction Pressure
at Bulb 52 psig
12
64
Converted to Temperature = 37°F
Figure 5
Figure 4










