How AC Relays Contribute to Efficient Cooling Operations

Early technologies included mercury thermometers with electrodes inserted directly through the glass, so that when a certain (fixed) temperature was reached the contacts would be closed by the mercury. These were accurate to within a degree of temperature.

Common sensor technologies in use today include:

• Bimetallic mechanical or electrical sensors.
• Expanding wax pellets
• Electronic thermistors and semiconductor devices
• Electrical thermocouples

These may then control the heating or cooling apparatus using:

• Direct mechanical control
• Electrical signals
• Pneumatic signals

Possibly the earliest recorded examples of thermostatic control were built by a Dutch innovator, Cornelis Drebbel (1572–1633), about 1620 in England. He invented a mercury thermostat to regulate the temperature of a chicken incubator.^[6] This is one of the first recorded feedback-controlled devices.

Modern thermostatic control was developed in the 1830s by Andrew Ure (1778–1857), a Scottish chemist. The textile mills of the time needed a constant and steady temperature to operate optimally, so Ure designed the bimetallic thermostat, which would bend as one of the metals expanded in response to the increased temperature and cut off the energy supply.^[7]

Warren S. Johnson (1847–1911), of Wisconsin, patented a bi-metal room thermostat in 1883, and two years later sought a patent for the first multi-zone thermostatic control system.^[8][9] Albert Butz (1849–1905) invented the electric thermostat and patented it in 1886.

One of the first industrial uses of the thermostat was in the regulation of the temperature in poultry incubators. Charles Hearson, a British engineer, designed the first modern incubator for eggs, which was taken up for use on poultry farms in 1879.^[10]

This covers only devices which both sense and control using purely mechanical means.

Domestic water and steam based central heating systems have traditionally been controlled by bi-metallic strip thermostats, and this is dealt with later in this article. Purely mechanical control has been localised steam or hot-water radiator bi-metallic thermostats which regulated the individual flow. However, thermostatic radiator valves (TRV) are now being widely used.

Purely mechanical thermostats are used to regulate dampers in some rooftop turbine vents, reducing building heat loss in cool or cold periods.

Some automobile passenger heating systems have a thermostatically controlled valve to regulate the water flow and temperature to an adjustable level. In older vehicles the thermostat controls the application of engine vacuum to actuators that control water valves and flappers to direct the flow of air. In modern vehicles, the vacuum actuators may be operated by small solenoids under the control of a central computer.

Perhaps the most common example of purely mechanical thermostat technology in use today is the internal combustion engine cooling system thermostat, used to maintain the engine near its optimum operating temperature by regulating the flow of coolant to an air-cooled radiator. This type of thermostat operates using a sealed chamber containing a wax pellet that melts and expands at a set temperature. The expansion of the chamber operates a rod which opens a valve when the operating temperature is exceeded. The operating temperature is determined by the composition of the wax. Once the operating temperature is reached, the thermostat progressively increases or decreases its opening in response to temperature changes, dynamically balancing the coolant recirculation flow and coolant flow to the radiator to maintain the engine temperature in the optimum range.

On many automobile engines, including all Chrysler Group and General Motors products, the thermostat does not restrict flow to the heater core. The passenger side tank of the radiator is used as a bypass to the thermostat, flowing through the heater core. This prevents formation of steam pockets before the thermostat opens, and allows the heater to function before the thermostat opens. Another benefit is that there is still some flow through the radiator if the thermostat fails.

A thermostatic mixing valve uses a wax pellet to control the mixing of hot and cold water. A common application is to permit operation of an electric water heater at a temperature hot enough to kill Legionella bacteria (above 60 °C, 140 °F), while the output of the valve produces water that is cool enough to not immediately scald (49 °C, 120 °F).

A wax pellet driven valve can be analyzed through graphing the wax pellet's hysteresis which consists of two thermal expansion curves; extension (motion) vs. temperature increase, and contraction (motion) vs. temperature decrease. The spread between the up and down curves visually illustrate the valve's hysteresis; there is always hysteresis within wax driven valves due to the phase transition or phase change between solids and liquids. Hysteresis can be controlled with specialized blended mixes of hydrocarbons; tight hysteresis is what most desire, however some applications require broader ranges. Wax pellet driven valves are used in anti scald, freeze protection, over-temp purge, solar thermal energy or solar thermal, automotive, and aerospace applications among many others.

Thermostats are sometimes used to regulate gas ovens. It consists of a gas-filled bulb connected to the control unit by a slender copper tube. The bulb is normally located at the top of the oven. The tube ends in a chamber sealed by a diaphragm. As the thermostat heats up, the gas expands applying pressure to the diaphragm which reduces the flow of gas to the burner.

A pneumatic thermostat is a thermostat that controls a heating or cooling system via a series of air-filled control tubes. This "control air" system responds to the pressure changes (due to temperature) in the control tube to activate heating or cooling when required. The control air typically is maintained on "mains" at 15-18 psi (although usually operable up to 20 psi). Pneumatic thermostats typically provide output/ branch/ post-restrictor (for single-pipe operation) pressures of 3-15 psi which is piped to the end device (valve/ damper actuator/ pneumatic-electric switch, etc.).^[11]

The pneumatic thermostat was invented by Warren Johnson in 1895^[12] soon after he invented the electric thermostat. In 2009, Harry Sim was awarded a patent for a pneumatic-to-digital interface^[13] that allows pneumatically controlled buildings to be integrated with building automation systems to provide similar benefits as direct digital control (DDC).

Water and steam based central heating systems have traditionally had overall control by wall-mounted bi-metallic strip thermostats. These sense the air temperature using the differential expansion of two metals to actuate an on/off switch.^[14] Typically the central system would be switched on when the temperature drops below the setpoint on the thermostat, and switched off when it rises above, with a few degrees of hysteresis to prevent excessive switching. Bi-metallic sensing is now being superseded by electronic sensors. A principal use of the bi-metallic thermostat today is in individual electric convection heaters, where control is on/off, based on the local air temperature and the setpoint desired by the user. These are also used on air-conditioners, where local control is required.

This follows the same nomenclature as described in Relay § Terminology and Switch § Contact terminology. A thermostat is considered to be activated by thermal energy, thus “normal” refers to the state in which temperature is below the setpoint.

• "NO" stands for "normally open". This is the same as "COR" ("close on rise"). May be used to start a fan when it is becoming hot, and to stop the fan when it has become cold enough.
• "NC" stands for "normally closed". This is the same as "OOR" ("open on rise"). May be used to start a heater when it is becoming cold, and to stop the heater when it has become warm enough.
• "CO" stands for "change over". This serves both as "NO" and "NC". May be used to start a fan when it is becoming hot, but also (on the opposite terminal), to start a heater when it is becoming cold.

Any leading number stands for number of contact sets, like "1NO", "1NC" for one contact set with two terminals. "1CO" will also have one contact set, even if it is a switch-over with three terminals.

The illustration is the interior of a common two wire heat-only household thermostat, used to regulate a gas-fired heater via an electric gas valve. Similar mechanisms may also be used to control oil furnaces, boilers, boiler zone valves, electric attic fans, electric furnaces, electric baseboard heaters, and household appliances such as refrigerators, coffee pots and hair dryers. The power through the thermostat is provided by the heating device and may range from millivolts to 240 volts in common North American construction, and is used to control the heating system either directly (electric baseboard heaters and some electric furnaces) or indirectly (all gas, oil and forced hot water systems). Due to the variety of possible voltages and currents available at the thermostat, caution must be taken when selecting a replacement device.

1. Setpoint control lever. This is moved to the right for a higher temperature. The round indicator pin in the center of the second slot shows through a numbered slot in the outer case.
2. Bimetallic strip wound into a coil. The center of the coil is attached to a rotating post attached to lever (1). As the coil gets colder the moving end — carrying (4) — moves clockwise.
3. Flexible wire. The left side is connected via one wire of a pair to the heater control valve.
4. Moving contact attached to the bimetal coil. Thence, to the heater's controller.
5. Fixed contact screw. This is adjusted by the manufacturer. It is connected electrically by a second wire of the pair to the thermocouple and the heater's electrically operated gas valve.
6. Magnet. This ensures a good contact when the contact closes. It also provides hysteresis to prevent short heating cycles, as the temperature must be raised several degrees before the contacts will open. As an alternative, some thermostats instead use a mercury switch on the end of the bimetal coil. The weight of the mercury on the end of the coil tends to keep it there, also preventing short heating cycles. However, this type of thermostat is banned in many countries due to its highly and permanently toxic nature if broken. When replacing these thermostats they must be regarded as chemical waste.

Not shown in the illustration is a separate bimetal thermometer on the outer case to show the actual temperature at the thermostat.

As illustrated in the use of the thermostat above, all of the power for the control system is provided by a thermopile which is a combination of many stacked thermocouples, heated by the pilot light. The thermopile produces sufficient electrical power to drive a low-power gas valve, which under control of one or more thermostat switches, in turn controls the input of fuel to the burner.

This type of device is generally considered obsolete as pilot lights can waste a surprising amount of gas (in the same way a dripping faucet can waste a large amount of water over an extended period), and are also no longer used on stoves, but are still to be found in many gas water heaters and gas fireplaces. Their poor efficiency is acceptable in water heaters, since most of the energy "wasted" on the pilot still represents a direct heat gain for the water tank. The Millivolt system also makes it unnecessary for a special electrical circuit to be run to the water heater or furnace; these systems are often completely self-sufficient and can run without any external electrical power supply. For tankless "on demand" water heaters, pilot ignition is preferable because it is faster than hot-surface ignition and more reliable than spark ignition.

Some programmable thermostats - those that offer simple "millivolt" or "two-wire" modes - will control these systems.

The majority of modern heating/cooling/heat pump thermostats operate on low voltage (typically 24 volts AC) control circuits. The source of the 24 volt AC power is a control transformer installed as part of the heating/cooling equipment. The advantage of the low voltage control system is the ability to operate multiple electromechanical switching devices such as relays, contactors, and sequencers using inherently safe voltage and current levels.^[15] Built into the thermostat is a provision for enhanced temperature control using anticipation.

A heat anticipator generates a small amount of additional heat to the sensing element while the heating appliance is operating. This opens the heating contacts slightly early to prevent the space temperature from greatly overshooting the thermostat setting. A mechanical heat anticipator is generally adjustable and should be set to the current flowing in the heating control circuit when the system is operating.

A cooling anticipator generates a small amount of additional heat to the sensing element while the cooling appliance is not operating. This causes the contacts to energize the cooling equipment slightly early, preventing the space temperature from climbing excessively. Cooling anticipators are generally non-adjustable.

Electromechanical thermostats use resistance elements as anticipators. Most electronic thermostats use either thermistor devices or integrated logic elements for the anticipation function. In some electronic thermostats, the thermistor anticipator may be located outdoors, providing a variable anticipation depending on the outdoor temperature.

Thermostat enhancements include outdoor temperature display, programmability, and system fault indication. While such 24 volt thermostats are incapable of operating a furnace when the mains power fails, most such furnaces require mains power for heated air fans (and often also hot-surface or electronic spark ignition) rendering moot the functionality of the thermostat. In other circumstances such as piloted wall and "gravity" (fanless) floor and central heaters the low voltage system described previously may be capable of remaining functional when electrical power is unavailable.

There are no standards for wiring color codes, but convention has settled on the following terminal codes and colors.^[16][17] In all cases, the manufacturer's instructions should be considered definitive.

Terminal code	Color	Description
R	Red	24 volt (Return line to appliance; often strapped to Rh and Rc)
Rh	Red	24 volt HEAT load (Return line Heat)
Rc	Red	24 volt COOL load (Return line Cool)
C	Black/Blue/Brown/Cyan	24 volt Common connection to relays
W / W1	White	Heat
W2	Varies/White/Black	2nd Stage / Backup Heat
Y / Y1	Yellow	Cool
Y2	Blue/Orange/Purple/Yellow/White	2nd Stage Cool
G	Green	Fan
O	Varies/Orange/Black	Reversing valve Energize to Cool (Heat Pump)
B	Varies/Blue/Black/Brown/Orange	Reversing valve Energize to Heat (Heat Pump) or Common
E	Varies/Blue/Pink/Gray/Tan	Emergency Heat (Heat Pump)
S1/S2	Brown/Black/Blue	Temperature Sensor (Usually outdoors on a Heat Pump System)
T	Varies/Tan/Gray	Outdoor Anticipator Reset, Thermistor
X	Varies/Black	Emergency Heat (Heat Pump) or Common
X2	Varies	2nd stage/emergency heating or indicator lights
L	Varies	Service Light
U	Varies	User programmable (usually for humidifier)
K	Yellow/Green	Combined Y and G
PS	Varies	Pipe Sensor for two pipe heat/cool systems
V	Varies	Variable speed (many can function as W2)

Older, mostly deprecated designations:

Terminal code	Description
5 / V	24 volt ac supply
4 / M	24 volt HEAT load
6 / blank	Not heat to close valve
F	Cool fan relay or Fault light
G	Heat fan relay
H	Heat valve
M	Heat Pump compressor
P	Heat Pump defrost
R	Heat pump reversing valve
VR	24 volt auxiliary heat
Y	Auxiliary heat
C	Clock power (usually two terminals) or Cool relay
T	Transformer common
Z	Fan power source for "Auto" connection

Line voltage thermostats are most commonly used for electric space heaters such as a baseboard heater or a direct-wired electric furnace. If a line voltage thermostat is used, system power (in the United States, 120 or 240 volts) is directly switched by the thermostat. With switching current often exceeding 40 amperes, using a low voltage thermostat on a line voltage circuit will result at least in the failure of the thermostat and possibly a fire. Line voltage thermostats are sometimes used in other applications, such as the control of fan-coil (fan powered from line voltage blowing through a coil of tubing which is either heated or cooled by a larger system) units in large systems using centralized boilers and chillers, or to control circulation pumps in hydronic heating applications.

Some programmable thermostats are available to control line-voltage systems. Baseboard heaters will especially benefit from a programmable thermostat which is capable of continuous control (as are at least some Honeywell models), effectively controlling the heater like a lamp dimmer, and gradually increasing and decreasing heating to ensure an extremely constant room temperature (continuous control rather than relying on the averaging effects of hysteresis). Systems which include a fan (electric furnaces, wall heaters, etc.) must typically use simple on/off controls.

Newer digital thermostats have no moving parts to measure temperature and instead rely on thermistors or other semiconductor devices such as a resistance thermometer (resistance temperature detector). Typically one or more regular batteries must be installed to operate it, although some so-called "power stealing" digital thermostats (operated for energy harvesting) use the common 24-volt AC circuits as a power source, but will not operate on thermopile powered "millivolt" circuits used in some furnaces. Each has an LCD screen showing the current temperature, and the current setting. Most also have a clock, and time-of-day and even day-of-week settings for the temperature, used for comfort and energy conservation. Some advanced models have touch screens, or the ability to work with home automation or building automation systems.

Digital thermostats use either a relay or a semiconductor device such as triac to act as a switch to control the HVAC unit. Units with relays will operate millivolt systems, but often make an audible "click" noise when switching on or off.

HVAC systems with the ability to modulate their output can be combined with thermostats that have a built-in PID controller to achieve smoother operation. There are also modern thermostats featuring adaptive algorithms to further improve the inertia prone system behaviour. For instance, setting those up so that the temperature in the morning at 7 a.m. should be 21 °C (69.8 °F), makes sure that at that time the temperature will be 21 °C (69.8 °F), where a conventional thermostat would just start working at that time. The algorithms decide at what time the system should be activated in order to reach the desired temperature at the desired time.^[18] Other thermostat used for process/industrial control where on/off control is not suitable the PID control can also makes sure that the temperature is very stable (for instance, by reducing overshoots by fine tuning PID constants for set value (SV)^[19] or maintaining temperature in a band by deploying hysteresis control.^[20])

Most digital thermostats in common residential use in North America and Europe are programmable thermostats, which will typically provide a 30% energy savings if left with their default programs; adjustments to these defaults may increase or reduce energy savings.^[21] The programmable thermostat article provides basic information on the operation, selection and installation of such a thermostat.

Gas

1. Start draft inducer fan/blower (if the furnace is relatively recent) to create a column of air flowing up the chimney
2. Heat ignitor or start spark-ignition system
3. Open gas valve to ignite main burners
4. Wait (if furnace is relatively recent) until the heat exchanger is at proper operating temperature before starting main blower fan or circulator pump

Oil

Similar to gas, except rather than opening a valve, the furnace will start an oil pump to inject oil into the burner

Electric

The blower fan or circulator pump will be started, and a large electromechanical relay or TRIAC will turn on the heating elements

Coal, grain or pellet

Generally rare today (though grains such as corn, wheat, and barley, or pellets made of wood, bark, or cardboard are increasing in popularity); similar to gas, except rather than opening a valve, the furnace will start a screw to drive coal/grain/pellets into the firebox

With non-zoned (typical residential, one thermostat for the whole house) systems, when the thermostat's R (or Rh) and W terminals are connected, the furnace will go through its start-up procedure and produce heat.

With zoned systems (some residential, many commercial systems — several thermostats controlling different "zones" in the building), the thermostat will cause small electric motors to open valves or dampers and start the furnace or boiler if it is not already running.

Most programmable thermostats will control these systems.

Depending on what is being controlled, a forced-air air conditioning thermostat generally has an external switch for heat/off/cool, and another on/auto to turn the blower fan on constantly or only when heating and cooling are running. Four wires come to the centrally-located thermostat from the main heating/cooling unit (usually located in a closet, basement, or occasionally in the attic): One wire, usually red, supplies 24 volts AC power to the thermostat, while the other three supply control signals from the thermostat, usually white for heat, yellow for cooling, and green to turn on the blower fan. The power is supplied by a transformer, and when the thermostat makes contact between the 24 volt power and one or two of the other wires, a relay back at the heating/cooling unit activates the corresponding heat/fan/cool function of the unit(s).

A thermostat, when set to "cool", will only turn on when the ambient temperature of the surrounding room is above the set temperature. Thus, if the controlled space has a temperature normally above the desired setting when the heating/cooling system is off, it would be wise to keep the thermostat set to "cool", despite what the temperature is outside. On the other hand, if the temperature of the controlled area falls below the desired degree, then it is advisable to turn the thermostat to "heat".

The heat pump is a refrigeration based appliance which reverses refrigerant flow between the indoor and outdoor coils. This is done by energizing a reversing valve (also known as a "4-way" or "change-over" valve). During cooling, the indoor coil is an evaporator removing heat from the indoor air and transferring it to the outdoor coil where it is rejected to the outdoor air. During heating, the outdoor coil becomes the evaporator and heat is removed from the outdoor air and transferred to the indoor air through the indoor coil. The reversing valve, controlled by the thermostat, causes the change-over from heat to cool. Residential heat pump thermostats generally have an "O" terminal to energize the reversing valve in cooling. Some residential and many commercial heat pump thermostats use a "B" terminal to energize the reversing valve in heating. The heating capacity of a heat pump decreases as outdoor temperatures fall. At some outdoor temperature (called the balance point) the ability of the refrigeration system to transfer heat into the building falls below the heating needs of the building. A typical heat pump is fitted with electric heating elements to supplement the refrigeration heat when the outdoor temperature is below this balance point. Operation of the supplemental heat is controlled by a second stage heating contact in the heat pump thermostat. During heating, the outdoor coil is operating at a temperature below the outdoor temperature and condensation on the coil may take place. This condensation may then freeze onto the coil, reducing its heat transfer capacity. Heat pumps therefore have a provision for occasional defrost of the outdoor coil. This is done by reversing the cycle to the cooling mode, shutting off the outdoor fan, and energizing the electric heating elements. The electric heat in defrost mode is needed to keep the system from blowing cold air inside the building. The elements are then used in the "reheat" function. Although the thermostat may indicate the system is in defrost and electric heat is activated, the defrost function is not controlled by the thermostat. Since the heat pump has electric heat elements for supplemental and reheats, the heat pump thermostat provides for use of the electric heat elements should the refrigeration system fail. This function is normally activated by an "E" terminal on the thermostat. When in emergency heat, the thermostat makes no attempt to operate the compressor or outdoor fan.

The thermostat should not be located on an outside wall or where it could be exposed to direct sunlight at any time during the day. It should be located away from the room's cooling or heating vents or device, yet exposed to general airflow from the room(s) to be regulated.^[22] An open hallway may be most appropriate for a single zone system, where living rooms and bedrooms are operated as a single zone. If the hallway may be closed by doors from the regulated spaces then these should be left open when the system is in use. If the thermostat is too close to the source controlled then the system will tend to "short a cycle", and numerous starts and stops can be annoying and in some cases shorten equipment life. A multiple zoned system can save considerable energy by regulating individual spaces, allowing unused rooms to vary in temperature by turning off the heating and cooling.

HVAC systems take a long time, usually one to several hours, to cool down or warm up the space from near outdoor conditions in summer or winter. Thus, it is a common practice to set setback temperatures when the space is not occupied (night and/or holidays). On the one hand, compared with maintaining at the original setpoint, substantial energy consumption can be saved.^[23] On the other hand, compared with turning off the system completely, it avoids room temperature drifting too much from the comfort zone, thus reducing the time of possible discomfort when the space is again occupied. New thermostats are mostly programmable and include an internal clock that allows this setback feature to be easily incorporated.

It has been reported that many thermostats in office buildings are non-functional dummy devices, installed to give tenants' employees an illusion of control.^[24][25] These dummy thermostats are in effect a type of placebo button. However, these thermostats are often used to detect the temperature in the zone, even though their controls are disabled. This function is often referred to as "lockout".^[26]

• Smart thermostat (and Wi-Fi thermostat)
• Automatic control
• On-off control
• OpenTherm

• Professional Reference Guide
• "How A Thermostat Tends Your Furnance" 1951 article on the basics of the automatic furnace thermostats—this reference has good drawings and illustrations.
• How the Sun Affects a Thermostat (Energy2D: Online Java Simulation)
• "How Wax Pellet Thermostatic Valves Function" An Illustration Archived August 7, 2017, at the Wayback Machine
• "Diagrams of Wax Motors i.e. "Wax Pellets"" Archived July 15, 2017, at the Wayback Machine
• "Animation of Bimetallic Switch" Archived August 26, 2017, at the Wayback Machine

 

HVAC is based on inventions and discoveries made by Nikolay Lvov, Michael Faraday, Rolla C. Carpenter, Willis Carrier, Edwin Ruud, Reuben Trane, James Joule, William Rankine, Sadi Carnot, Alice Parker and many others.^[11]

Multiple inventions within this time frame preceded the beginnings of the first comfort air conditioning system, which was designed in 1902 by Alfred Wolff (Cooper, 2003) for the New York Stock Exchange, while Willis Carrier equipped the Sacketts-Wilhems Printing Company with the process AC unit the same year. Coyne College was the first school to offer HVAC training in 1899.^[12] The first residential AC was installed by 1914, and by the 1950s there was "widespread adoption of residential AC".^[13]

The invention of the components of HVAC systems went hand-in-hand with the Industrial Revolution, and new methods of modernization, higher efficiency, and system control are constantly being introduced by companies and inventors worldwide.

Heaters are appliances whose purpose is to generate heat (i.e. warmth) for the building. This can be done via central heating. Such a system contains a boiler, furnace, or heat pump to heat water, steam, or air in a central location such as a furnace room in a home, or a mechanical room in a large building. The heat can be transferred by convection, conduction, or radiation. Space heaters are used to heat single rooms and only consist of a single unit.

Heaters exist for various types of fuel, including solid fuels, liquids, and gases. Another type of heat source is electricity, normally heating ribbons composed of high resistance wire (see Nichrome). This principle is also used for baseboard heaters and portable heaters. Electrical heaters are often used as backup or supplemental heat for heat pump systems.

The heat pump gained popularity in the 1950s in Japan and the United States.^[14] Heat pumps can extract heat from various sources, such as environmental air, exhaust air from a building, or from the ground. Heat pumps transfer heat from outside the structure into the air inside. Initially, heat pump HVAC systems were only used in moderate climates, but with improvements in low temperature operation and reduced loads due to more efficient homes, they are increasing in popularity in cooler climates. They can also operate in reverse to cool an interior.

In the case of heated water or steam, piping is used to transport the heat to the rooms. Most modern hot water boiler heating systems have a circulator, which is a pump, to move hot water through the distribution system (as opposed to older gravity-fed systems). The heat can be transferred to the surrounding air using radiators, hot water coils (hydro-air), or other heat exchangers. The radiators may be mounted on walls or installed within the floor to produce floor heat.

The use of water as the heat transfer medium is known as hydronics. The heated water can also supply an auxiliary heat exchanger to supply hot water for bathing and washing.

Warm air systems distribute the heated air through ductwork systems of supply and return air through metal or fiberglass ducts. Many systems use the same ducts to distribute air cooled by an evaporator coil for air conditioning. The air supply is normally filtered through air filters^{[dubious – discuss]} to remove dust and pollen particles.^[15]

The use of furnaces, space heaters, and boilers as a method of indoor heating could result in incomplete combustion and the emission of carbon monoxide, nitrogen oxides, formaldehyde, volatile organic compounds, and other combustion byproducts. Incomplete combustion occurs when there is insufficient oxygen; the inputs are fuels containing various contaminants and the outputs are harmful byproducts, most dangerously carbon monoxide, which is a tasteless and odorless gas with serious adverse health effects.^[16]

Without proper ventilation, carbon monoxide can be lethal at concentrations of 1000 ppm (0.1%). However, at several hundred ppm, carbon monoxide exposure induces headaches, fatigue, nausea, and vomiting. Carbon monoxide binds with hemoglobin in the blood, forming carboxyhemoglobin, reducing the blood's ability to transport oxygen. The primary health concerns associated with carbon monoxide exposure are its cardiovascular and neurobehavioral effects. Carbon monoxide can cause atherosclerosis (the hardening of arteries) and can also trigger heart attacks. Neurologically, carbon monoxide exposure reduces hand to eye coordination, vigilance, and continuous performance. It can also affect time discrimination.^[17]

Ventilation is the process of changing or replacing air in any space to control the temperature or remove any combination of moisture, odors, smoke, heat, dust, airborne bacteria, or carbon dioxide, and to replenish oxygen. It plays a critical role in maintaining a healthy indoor environment by preventing the buildup of harmful pollutants and ensuring the circulation of fresh air. Different methods, such as natural ventilation through windows and mechanical ventilation systems, can be used depending on the building design and air quality needs. Ventilation often refers to the intentional delivery of the outside air to the building indoor space. It is one of the most important factors for maintaining acceptable indoor air quality in buildings.

Although ventilation is an integral component of maintaining good indoor air quality, it may not be satisfactory alone.^[18] A clear understanding of both indoor and outdoor air quality parameters is needed to improve the performance of ventilation in terms of ...^[19] In scenarios where outdoor pollution would deteriorate indoor air quality, other treatment devices such as filtration may also be necessary.^[20]

Methods for ventilating a building may be divided into mechanical/forced and natural types.^[21]

Mechanical, or forced, ventilation is provided by an air handler (AHU) and used to control indoor air quality. Excess humidity, odors, and contaminants can often be controlled via dilution or replacement with outside air. However, in humid climates more energy is required to remove excess moisture from ventilation air.

Kitchens and bathrooms typically have mechanical exhausts to control odors and sometimes humidity. Factors in the design of such systems include the flow rate (which is a function of the fan speed and exhaust vent size) and noise level. Direct drive fans are available for many applications and can reduce maintenance needs.

In summer, ceiling fans and table/floor fans circulate air within a room for the purpose of reducing the perceived temperature by increasing evaporation of perspiration on the skin of the occupants. Because hot air rises, ceiling fans may be used to keep a room warmer in the winter by circulating the warm stratified air from the ceiling to the floor.

Natural ventilation is the ventilation of a building with outside air without using fans or other mechanical systems. It can be via operable windows, louvers, or trickle vents when spaces are small and the architecture permits. ASHRAE defined Natural ventilation as the flow of air through open windows, doors, grilles, and other planned building envelope penetrations, and as being driven by natural and/or artificially produced pressure differentials.^[1]

Natural ventilation strategies also include cross ventilation, which relies on wind pressure differences on opposite sides of a building. By strategically placing openings, such as windows or vents, on opposing walls, air is channeled through the space to enhance cooling and ventilation. Cross ventilation is most effective when there are clear, unobstructed paths for airflow within the building.

In more complex schemes, warm air is allowed to rise and flow out high building openings to the outside (stack effect), causing cool outside air to be drawn into low building openings. Natural ventilation schemes can use very little energy, but care must be taken to ensure comfort. In warm or humid climates, maintaining thermal comfort solely via natural ventilation might not be possible. Air conditioning systems are used, either as backups or supplements. Air-side economizers also use outside air to condition spaces, but do so using fans, ducts, dampers, and control systems to introduce and distribute cool outdoor air when appropriate.

An important component of natural ventilation is air change rate or air changes per hour: the hourly rate of ventilation divided by the volume of the space. For example, six air changes per hour means an amount of new air, equal to the volume of the space, is added every ten minutes. For human comfort, a minimum of four air changes per hour is typical, though warehouses might have only two. Too high of an air change rate may be uncomfortable, akin to a wind tunnel which has thousands of changes per hour. The highest air change rates are for crowded spaces, bars, night clubs, commercial kitchens at around 30 to 50 air changes per hour.^[22]

Room pressure can be either positive or negative with respect to outside the room. Positive pressure occurs when there is more air being supplied than exhausted, and is common to reduce the infiltration of outside contaminants.^[23]

Natural ventilation ^[24] is a key factor in reducing the spread of airborne illnesses such as tuberculosis, the common cold, influenza, meningitis or COVID-19. Opening doors and windows are good ways to maximize natural ventilation, which would make the risk of airborne contagion much lower than with costly and maintenance-requiring mechanical systems. Old-fashioned clinical areas with high ceilings and large windows provide the greatest protection. Natural ventilation costs little and is maintenance free, and is particularly suited to limited-resource settings and tropical climates, where the burden of TB and institutional TB transmission is highest. In settings where respiratory isolation is difficult and climate permits, windows and doors should be opened to reduce the risk of airborne contagion. Natural ventilation requires little maintenance and is inexpensive.^[25]

Natural ventilation is not practical in much of the infrastructure because of climate. This means that the facilities need to have effective mechanical ventilation systems and or use Ceiling Level UV or FAR UV ventilation systems.

Ventilation is measured in terms of Air Changes Per Hour (ACH). As of 2023, the CDC recommends that all spaces have a minimum of 5 ACH.^[26] For hospital rooms with airborne contagions the CDC recommends a minimum of 12 ACH.^[27] The challenges in facility ventilation are public unawareness,^[28][29] ineffective government oversight, poor building codes that are based on comfort levels, poor system operations, poor maintenance, and lack of transparency.^[30]

UVC or Ultraviolet Germicidal Irradiation is a function used in modern air conditioners which reduces airborne viruses, bacteria, and fungi, through the use of a built-in LED UV light that emits a gentle glow across the evaporator. As the cross-flow fan circulates the room air, any viruses are guided through the sterilization module’s irradiation range, rendering them instantly inactive.^[31]

An air conditioning system, or a standalone air conditioner, provides cooling and/or humidity control for all or part of a building. Air conditioned buildings often have sealed windows, because open windows would work against the system intended to maintain constant indoor air conditions. Outside, fresh air is generally drawn into the system by a vent into a mix air chamber for mixing with the space return air. Then the mixture air enters an indoor or outdoor heat exchanger section where the air is to be cooled down, then be guided to the space creating positive air pressure. The percentage of return air made up of fresh air can usually be manipulated by adjusting the opening of this vent. Typical fresh air intake is about 10% of the total supply air.^{[citation needed]}

Air conditioning and refrigeration are provided through the removal of heat. Heat can be removed through radiation, convection, or conduction. The heat transfer medium is a refrigeration system, such as water, air, ice, and chemicals are referred to as refrigerants. A refrigerant is employed either in a heat pump system in which a compressor is used to drive thermodynamic refrigeration cycle, or in a free cooling system that uses pumps to circulate a cool refrigerant (typically water or a glycol mix).

It is imperative that the air conditioning horsepower is sufficient for the area being cooled. Underpowered air conditioning systems will lead to power wastage and inefficient usage. Adequate horsepower is required for any air conditioner installed.

The refrigeration cycle uses four essential elements to cool, which are compressor, condenser, metering device, and evaporator.

• At the inlet of a compressor, the refrigerant inside the system is in a low pressure, low temperature, gaseous state. The compressor pumps the refrigerant gas up to high pressure and temperature.
• From there it enters a heat exchanger (sometimes called a condensing coil or condenser) where it loses heat to the outside, cools, and condenses into its liquid phase.
• An expansion valve (also called metering device) regulates the refrigerant liquid to flow at the proper rate.
• The liquid refrigerant is returned to another heat exchanger where it is allowed to evaporate, hence the heat exchanger is often called an evaporating coil or evaporator. As the liquid refrigerant evaporates it absorbs heat from the inside air, returns to the compressor, and repeats the cycle. In the process, heat is absorbed from indoors and transferred outdoors, resulting in cooling of the building.

In variable climates, the system may include a reversing valve that switches from heating in winter to cooling in summer. By reversing the flow of refrigerant, the heat pump refrigeration cycle is changed from cooling to heating or vice versa. This allows a facility to be heated and cooled by a single piece of equipment by the same means, and with the same hardware.

Free cooling systems can have very high efficiencies, and are sometimes combined with seasonal thermal energy storage so that the cold of winter can be used for summer air conditioning. Common storage mediums are deep aquifers or a natural underground rock mass accessed via a cluster of small-diameter, heat-exchanger-equipped boreholes. Some systems with small storages are hybrids, using free cooling early in the cooling season, and later employing a heat pump to chill the circulation coming from the storage. The heat pump is added-in because the storage acts as a heat sink when the system is in cooling (as opposed to charging) mode, causing the temperature to gradually increase during the cooling season.

Some systems include an "economizer mode", which is sometimes called a "free-cooling mode". When economizing, the control system will open (fully or partially) the outside air damper and close (fully or partially) the return air damper. This will cause fresh, outside air to be supplied to the system. When the outside air is cooler than the demanded cool air, this will allow the demand to be met without using the mechanical supply of cooling (typically chilled water or a direct expansion "DX" unit), thus saving energy. The control system can compare the temperature of the outside air vs. return air, or it can compare the enthalpy of the air, as is frequently done in climates where humidity is more of an issue. In both cases, the outside air must be less energetic than the return air for the system to enter the economizer mode.

Central, "all-air" air-conditioning systems (or package systems) with a combined outdoor condenser/evaporator unit are often installed in North American residences, offices, and public buildings, but are difficult to retrofit (install in a building that was not designed to receive it) because of the bulky air ducts required.^[32] (Minisplit ductless systems are used in these situations.) Outside of North America, packaged systems are only used in limited applications involving large indoor space such as stadiums, theatres or exhibition halls.

An alternative to packaged systems is the use of separate indoor and outdoor coils in split systems. Split systems are preferred and widely used worldwide except in North America. In North America, split systems are most often seen in residential applications, but they are gaining popularity in small commercial buildings. Split systems are used where ductwork is not feasible or where the space conditioning efficiency is of prime concern.^[33] The benefits of ductless air conditioning systems include easy installation, no ductwork, greater zonal control, flexibility of control, and quiet operation.^[34] In space conditioning, the duct losses can account for 30% of energy consumption.^[35] The use of minisplits can result in energy savings in space conditioning as there are no losses associated with ducting.

With the split system, the evaporator coil is connected to a remote condenser unit using refrigerant piping between an indoor and outdoor unit instead of ducting air directly from the outdoor unit. Indoor units with directional vents mount onto walls, suspended from ceilings, or fit into the ceiling. Other indoor units mount inside the ceiling cavity so that short lengths of duct handle air from the indoor unit to vents or diffusers around the rooms.

Split systems are more efficient and the footprint is typically smaller than the package systems. On the other hand, package systems tend to have a slightly lower indoor noise level compared to split systems since the fan motor is located outside.

Dehumidification (air drying) in an air conditioning system is provided by the evaporator. Since the evaporator operates at a temperature below the dew point, moisture in the air condenses on the evaporator coil tubes. This moisture is collected at the bottom of the evaporator in a pan and removed by piping to a central drain or onto the ground outside.

A dehumidifier is an air-conditioner-like device that controls the humidity of a room or building. It is often employed in basements that have a higher relative humidity because of their lower temperature (and propensity for damp floors and walls). In food retailing establishments, large open chiller cabinets are highly effective at dehumidifying the internal air. Conversely, a humidifier increases the humidity of a building.

The HVAC components that dehumidify the ventilation air deserve careful attention because outdoor air constitutes most of the annual humidity load for nearly all buildings.^[36]

All modern air conditioning systems, even small window package units, are equipped with internal air filters.^{[citation needed]} These are generally of a lightweight gauze-like material, and must be replaced or washed as conditions warrant. For example, a building in a high dust environment, or a home with furry pets, will need to have the filters changed more often than buildings without these dirt loads. Failure to replace these filters as needed will contribute to a lower heat exchange rate, resulting in wasted energy, shortened equipment life, and higher energy bills; low air flow can result in iced-over evaporator coils, which can completely stop airflow. Additionally, very dirty or plugged filters can cause overheating during a heating cycle, which can result in damage to the system or even fire.

Because an air conditioner moves heat between the indoor coil and the outdoor coil, both must be kept clean. This means that, in addition to replacing the air filter at the evaporator coil, it is also necessary to regularly clean the condenser coil. Failure to keep the condenser clean will eventually result in harm to the compressor because the condenser coil is responsible for discharging both the indoor heat (as picked up by the evaporator) and the heat generated by the electric motor driving the compressor.

HVAC is significantly responsible for promoting energy efficiency of buildings as the building sector consumes the largest percentage of global energy.^[37] Since the 1980s, manufacturers of HVAC equipment have been making an effort to make the systems they manufacture more efficient. This was originally driven by rising energy costs, and has more recently been driven by increased awareness of environmental issues. Additionally, improvements to the HVAC system efficiency can also help increase occupant health and productivity.^[38] In the US, the EPA has imposed tighter restrictions over the years. There are several methods for making HVAC systems more efficient.

In the past, water heating was more efficient for heating buildings and was the standard in the United States. Today, forced air systems can double for air conditioning and are more popular.

Some benefits of forced air systems, which are now widely used in churches, schools, and high-end residences, are

• Better air conditioning effects
• Energy savings of up to 15–20%
• Even conditioning^{[citation needed]}

A drawback is the installation cost, which can be slightly higher than traditional HVAC systems.

Energy efficiency can be improved even more in central heating systems by introducing zoned heating. This allows a more granular application of heat, similar to non-central heating systems. Zones are controlled by multiple thermostats. In water heating systems the thermostats control zone valves, and in forced air systems they control zone dampers inside the vents which selectively block the flow of air. In this case, the control system is very critical to maintaining a proper temperature.

Forecasting is another method of controlling building heating by calculating the demand for heating energy that should be supplied to the building in each time unit.

Ground source, or geothermal, heat pumps are similar to ordinary heat pumps, but instead of transferring heat to or from outside air, they rely on the stable, even temperature of the earth to provide heating and air conditioning. Many regions experience seasonal temperature extremes, which would require large-capacity heating and cooling equipment to heat or cool buildings. For example, a conventional heat pump system used to heat a building in Montana's −57 °C (−70 °F) low temperature or cool a building in the highest temperature ever recorded in the US—57 °C (134 °F) in Death Valley, California, in 1913 would require a large amount of energy due to the extreme difference between inside and outside air temperatures. A metre below the earth's surface, however, the ground remains at a relatively constant temperature. Utilizing this large source of relatively moderate temperature earth, a heating or cooling system's capacity can often be significantly reduced. Although ground temperatures vary according to latitude, at 1.8 metres (6 ft) underground, temperatures generally only range from 7 to 24 °C (45 to 75 °F).

Photovoltaic solar panels offer a new way to potentially decrease the operating cost of air conditioning. Traditional air conditioners run using alternating current, and hence, any direct-current solar power needs to be inverted to be compatible with these units. New variable-speed DC-motor units allow solar power to more easily run them since this conversion is unnecessary, and since the motors are tolerant of voltage fluctuations associated with variance in supplied solar power (e.g., due to cloud cover).

Energy recovery systems sometimes utilize heat recovery ventilation or energy recovery ventilation systems that employ heat exchangers or enthalpy wheels to recover sensible or latent heat from exhausted air. This is done by transfer of energy from the stale air inside the home to the incoming fresh air from outside.

The performance of vapor compression refrigeration cycles is limited by thermodynamics.^[39] These air conditioning and heat pump devices move heat rather than convert it from one form to another, so thermal efficiencies do not appropriately describe the performance of these devices. The Coefficient of performance (COP) measures performance, but this dimensionless measure has not been adopted. Instead, the Energy Efficiency Ratio (EER) has traditionally been used to characterize the performance of many HVAC systems. EER is the Energy Efficiency Ratio based on a 35 °C (95 °F) outdoor temperature. To more accurately describe the performance of air conditioning equipment over a typical cooling season a modified version of the EER, the Seasonal Energy Efficiency Ratio (SEER), or in Europe the ESEER, is used. SEER ratings are based on seasonal temperature averages instead of a constant 35 °C (95 °F) outdoor temperature. The current industry minimum SEER rating is 14 SEER. Engineers have pointed out some areas where efficiency of the existing hardware could be improved. For example, the fan blades used to move the air are usually stamped from sheet metal, an economical method of manufacture, but as a result they are not aerodynamically efficient. A well-designed blade could reduce the electrical power required to move the air by a third.^[40]

Demand-controlled kitchen ventilation (DCKV) is a building controls approach to controlling the volume of kitchen exhaust and supply air in response to the actual cooking loads in a commercial kitchen. Traditional commercial kitchen ventilation systems operate at 100% fan speed independent of the volume of cooking activity and DCKV technology changes that to provide significant fan energy and conditioned air savings. By deploying smart sensing technology, both the exhaust and supply fans can be controlled to capitalize on the affinity laws for motor energy savings, reduce makeup air heating and cooling energy, increasing safety, and reducing ambient kitchen noise levels.^[41]

Air cleaning and filtration removes particles, contaminants, vapors and gases from the air. The filtered and cleaned air then is used in heating, ventilation, and air conditioning. Air cleaning and filtration should be taken in account when protecting our building environments.^[42] If present, contaminants can come out from the HVAC systems if not removed or filtered properly.

Clean air delivery rate (CADR) is the amount of clean air an air cleaner provides to a room or space. When determining CADR, the amount of airflow in a space is taken into account. For example, an air cleaner with a flow rate of 30 cubic metres (1,000 cu ft) per minute and an efficiency of 50% has a CADR of 15 cubic metres (500 cu ft) per minute. Along with CADR, filtration performance is very important when it comes to the air in our indoor environment. This depends on the size of the particle or fiber, the filter packing density and depth, and the airflow rate.^[42]

This section needs expansion. You can help by adding to it. (October 2024)

Poorly maintained air conditioners/ventilation systems can harbor mold, bacteria, and other contaminants, which are then circulated throughout indoor spaces, contributing to ...^[43]

The HVAC industry is a worldwide enterprise, with roles including operation and maintenance, system design and construction, equipment manufacturing and sales, and in education and research. The HVAC industry was historically regulated by the manufacturers of HVAC equipment, but regulating and standards organizations such as HARDI (Heating, Air-conditioning and Refrigeration Distributors International), ASHRAE, SMACNA, ACCA (Air Conditioning Contractors of America), Uniform Mechanical Code, International Mechanical Code, and AMCA have been established to support the industry and encourage high standards and achievement. (UL as an omnibus agency is not specific to the HVAC industry.)

The starting point in carrying out an estimate both for cooling and heating depends on the exterior climate and interior specified conditions. However, before taking up the heat load calculation, it is necessary to find fresh air requirements for each area in detail, as pressurization is an important consideration.

ISO 16813:2006 is one of the ISO building environment standards.^[44] It establishes the general principles of building environment design. It takes into account the need to provide a healthy indoor environment for the occupants as well as the need to protect the environment for future generations and promote collaboration among the various parties involved in building environmental design for sustainability. ISO16813 is applicable to new construction and the retrofit of existing buildings.^[45]

The building environmental design standard aims to:^[45]

• provide the constraints concerning sustainability issues from the initial stage of the design process, with building and plant life cycle to be considered together with owning and operating costs from the beginning of the design process;
• assess the proposed design with rational criteria for indoor air quality, thermal comfort, acoustical comfort, visual comfort, energy efficiency, and HVAC system controls at every stage of the design process;
• iterate decisions and evaluations of the design throughout the design process.

In the United States, federal licensure is generally handled by EPA certified (for installation and service of HVAC devices).

Many U.S. states have licensing for boiler operation. Some of these are listed as follows:

• Arkansas^[46]
• Georgia^[47]
• Michigan^[48]
• Minnesota^[49]
• Montana^[50]
• New Jersey^[51]
• North Dakota^[52]
• Ohio^[53]
• Oklahoma^[54]
• Oregon^[55]

Finally, some U.S. cities may have additional labor laws that apply to HVAC professionals.

Many HVAC engineers are members of the American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE). ASHRAE regularly organizes two annual technical committees and publishes recognized standards for HVAC design, which are updated every four years.^[56]

Another popular society is AHRI, which provides regular information on new refrigeration technology, and publishes relevant standards and codes.

Codes such as the UMC and IMC do include much detail on installation requirements, however. Other useful reference materials include items from SMACNA, ACGIH, and technical trade journals.

American design standards are legislated in the Uniform Mechanical Code or International Mechanical Code. In certain states, counties, or cities, either of these codes may be adopted and amended via various legislative processes. These codes are updated and published by the International Association of Plumbing and Mechanical Officials (IAPMO) or the International Code Council (ICC) respectively, on a 3-year code development cycle. Typically, local building permit departments are charged with enforcement of these standards on private and certain public properties.

HVAC Technician

Occupation
Occupation type	Vocational
Activity sectors	Construction
Description
Education required	Apprenticeship
Related jobs	Carpenter, electrician, plumber, welder

An HVAC technician is a tradesman who specializes in heating, ventilation, air conditioning, and refrigeration. HVAC technicians in the US can receive training through formal training institutions, where most earn associate degrees. Training for HVAC technicians includes classroom lectures and hands-on tasks, and can be followed by an apprenticeship wherein the recent graduate works alongside a professional HVAC technician for a temporary period.^[57] HVAC techs who have been trained can also be certified in areas such as air conditioning, heat pumps, gas heating, and commercial refrigeration.

The Chartered Institution of Building Services Engineers is a body that covers the essential Service (systems architecture) that allow buildings to operate. It includes the electrotechnical, heating, ventilating, air conditioning, refrigeration and plumbing industries. To train as a building services engineer, the academic requirements are GCSEs (A-C) / Standard Grades (1-3) in Maths and Science, which are important in measurements, planning and theory. Employers will often want a degree in a branch of engineering, such as building environment engineering, electrical engineering or mechanical engineering. To become a full member of CIBSE, and so also to be registered by the Engineering Council UK as a chartered engineer, engineers must also attain an Honours Degree and a master's degree in a relevant engineering subject.^{[citation needed]} CIBSE publishes several guides to HVAC design relevant to the UK market, and also the Republic of Ireland, Australia, New Zealand and Hong Kong. These guides include various recommended design criteria and standards, some of which are cited within the UK building regulations, and therefore form a legislative requirement for major building services works. The main guides are:

• Guide A: Environmental Design
• Guide B: Heating, Ventilating, Air Conditioning and Refrigeration
• Guide C: Reference Data
• Guide D: Transportation systems in Buildings
• Guide E: Fire Safety Engineering
• Guide F: Energy Efficiency in Buildings
• Guide G: Public Health Engineering
• Guide H: Building Control Systems
• Guide J: Weather, Solar and Illuminance Data
• Guide K: Electricity in Buildings
• Guide L: Sustainability
• Guide M: Maintenance Engineering and Management

Within the construction sector, it is the job of the building services engineer to design and oversee the installation and maintenance of the essential services such as gas, electricity, water, heating and lighting, as well as many others. These all help to make buildings comfortable and healthy places to live and work in. Building Services is part of a sector that has over 51,000 businesses and employs represents 2–3% of the GDP.

The Air Conditioning and Mechanical Contractors Association of Australia (AMCA), Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH), Australian Refrigeration Mechanical Association and CIBSE are responsible.

Asian architectural temperature-control have different priorities than European methods. For example, Asian heating traditionally focuses on maintaining temperatures of objects such as the floor or furnishings such as Kotatsu tables and directly warming people, as opposed to the Western focus, in modern periods, on designing air systems.

The Philippine Society of Ventilating, Air Conditioning and Refrigerating Engineers (PSVARE) along with Philippine Society of Mechanical Engineers (PSME) govern on the codes and standards for HVAC / MVAC (MVAC means "mechanical ventilation and air conditioning") in the Philippines.

The Indian Society of Heating, Refrigerating and Air Conditioning Engineers (ISHRAE) was established to promote the HVAC industry in India. ISHRAE is an associate of ASHRAE. ISHRAE was founded at New Delhi^[58] in 1981 and a chapter was started in Bangalore in 1989. Between 1989 & 1993, ISHRAE chapters were formed in all major cities in India.^{[citation needed]}

• International Mechanical Code (2012 (Second Printing)) by the International Code Council, Thomson Delmar Learning.
• Modern Refrigeration and Air Conditioning (August 2003) by Althouse, Turnquist, and Bracciano, Goodheart-Wilcox Publisher; 18th edition.
• The Cost of Cool.
• Whai is LEV?

Media related to Climate control at Wikimedia Commons

Related media at Wikimedia Commons:

• Building Air Quality - A Guide for Building Owners and Facility Managers

 

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Indoor air quality (IAQ) is the air quality within buildings and structures. Poor indoor air quality due to indoor air pollution is known to affect the health, comfort, and well-being of building occupants. It has also been linked to sick building syndrome, respiratory issues, reduced productivity, and impaired learning in schools. Common pollutants of indoor air include: secondhand tobacco smoke, air pollutants from indoor combustion, radon, molds and other allergens, carbon monoxide, volatile organic compounds, legionella and other bacteria, asbestos fibers, carbon dioxide,^[1] ozone and particulates.

Source control, filtration, and the use of ventilation to dilute contaminants are the primary methods for improving indoor air quality. Although ventilation is an integral component of maintaining good indoor air quality, it may not be satisfactory alone.^[2] In scenarios where outdoor pollution would deteriorate indoor air quality, other treatment devices such as filtration may also be necessary.^[3]

IAQ is evaluated through collection of air samples, monitoring human exposure to pollutants, analysis of building surfaces, and computer modeling of air flow inside buildings. IAQ is part of indoor environmental quality (IEQ), along with other factors that exert an influence on physical and psychological aspects of life indoors (e.g., lighting, visual quality, acoustics, and thermal comfort).^[4]

Indoor air pollution is a major health hazard in developing countries and is commonly referred to as "household air pollution" in that context.^[5] It is mostly relating to cooking and heating methods by burning biomass fuel, in the form of wood, charcoal, dung, and crop residue, in indoor environments that lack proper ventilation. Millions of people, primarily women and children, face serious health risks. In total, about three billion people in developing countries are affected by this problem. The World Health Organization (WHO) estimates that cooking-related indoor air pollution causes 3.8 million annual deaths.^[6] The Global Burden of Disease study estimated the number of deaths in 2017 at 1.6 million.^[7]

For health reasons it is crucial to breathe clean air, free from chemicals and toxicants as much as possible. It is estimated that humans spend approximately 90% of their lifetime indoors^[8] and that indoor air pollution in some places can be much worse than that of the ambient air.^[9][10]

Various factors contribute to high concentrations of pollutants indoors, ranging from influx of pollutants from external sources, off-gassing by furniture, furnishings including carpets, indoor activities (cooking, cleaning, painting, smoking, etc. in homes to using office equipment in offices), thermal comfort parameters such as temperature, humidity, airflow and physio-chemical properties of the indoor air.^{[citation needed]} Air pollutants can enter a building in many ways, including through open doors or windows. Poorly maintained air conditioners/ventilation systems can harbor mold, bacteria, and other contaminants, which are then circulated throughout indoor spaces, contributing to respiratory problems and allergies.

There have been many debates among indoor air quality specialists about the proper definition of indoor air quality and specifically what constitutes "acceptable" indoor air quality.

IAQ is significant for human health as humans spend a large proportion of their time in indoor environments. Americans and Europeans on average spend approximately 90% of their time indoors.^[11][12]

The World Health Organization (WHO) estimates that 3.2 million people die prematurely every year from illnesses attributed to indoor air pollution caused by indoor cooking, with over 237 thousand of these being children under 5. These include around an eighth of all global ischaemic heart disease, stroke, and lung cancer deaths. Overall the WHO estimated that poor indoor air quality resulted in the loss of 86 million healthy life years in 2019.^[13]

Studies in the UK and Europe show exposure to indoor air pollutants, chemicals and biological contamination can irritate the upper airway system, trigger or exacerbate asthma and other respiratory or cardiovascular conditions, and may even have carcinogenic effects.^{[14][15][16][17][18][19]}

Poor indoor air quality can cause sick building syndrome. Symptoms include burning of the eyes, scratchy throat, blocked nose, and headaches.^[20]

Indoor combustion, such as for cooking or heating, is a major cause of indoor air pollution and causes significant health harms and premature deaths. Hydrocarbon fires cause air pollution. Pollution is caused by both biomass and fossil fuels of various types, but some forms of fuels are more harmful than others.

Indoor fire can produce black carbon particles, nitrogen oxides, sulfur oxides, and mercury compounds, among other emissions.^[21] Around 3 billion people cook over open fires or on rudimentary cook stoves. Cooking fuels are coal, wood, animal dung, and crop residues.^[22] IAQ is a particular concern in low and middle-income countries where such practices are common.^[23]

Cooking using natural gas (also called fossil gas, methane gas or simply gas) is associated with poorer indoor air quality. Combustion of gas produces nitrogen dioxide and carbon monixide, and can lead to increased concentrations of nitrogen dioxide throughout the home environment which is linked to respiratory issues and diseases.^[24][25]

One of the most acutely toxic indoor air contaminants is carbon monoxide (CO), a colourless and odourless gas that is a by-product of incomplete combustion. Carbon monoxide may be emitted from tobacco smoke and generated from malfunctioning fuel burning stoves (wood, kerosene, natural gas, propane) and fuel burning heating systems (wood, oil, natural gas) and from blocked flues connected to these appliances.^[26] In developed countries the main sources of indoor CO emission come from cooking and heating devices that burn fossil fuels and are faulty, incorrectly installed or poorly maintained.^[27] Appliance malfunction may be due to faulty installation or lack of maintenance and proper use.^[26] In low- and middle-income countries the most common sources of CO in homes are burning biomass fuels and cigarette smoke.^[27]

Health effects of CO poisoning may be acute or chronic and can occur unintentionally or intentionally (self-harm). By depriving the brain of oxygen, acute exposure to carbon monoxide may have effects on the neurological system (headache, nausea, dizziness, alteration in consciousness and subjective weakness), the cardiovascular and respiratory systems (myocardial infarction, shortness of breath, or rapid breathing, respiratory failure). Acute exposure can also lead to long-term neurological effects such as cognitive and behavioural changes. Severe CO poisoning may lead to unconsciousness, coma and death. Chronic exposure to low concentrations of carbon monoxide may lead to lethargy, headaches, nausea, flu-like symptoms and neuropsychological and cardiovascular issues.^[28][26]

The WHO recommended levels of indoor CO exposure in 24 hours is 4 mg/m³.^[29] Acute exposure should not exceed 10 mg/m³ in 8 hours, 35 mg/m³ in one hour and 100 mg/m³ in 15 minutes.^[27]

Secondhand smoke is tobacco smoke which affects people other than the 'active' smoker. It is made up of the exhaled smoke (15%) and mostly of smoke coming from the burning end of the cigarette, known as sidestream smoke (85%).^[30]

Secondhand smoke contains more than 7000 chemicals, of which hundreds are harmful to health.^[30] Secondhand tobacco smoke includes both a gaseous and a particulate materials which, with particular hazards arising from levels of carbon monoxide and very small particulates (fine particulate matter, especially PM2.5 and PM10) which get into the bronchioles and alveoles in the lung.^[31] Inhaling secondhand smoke on multiple occasions can cause asthma, pneumonia, lung cancer, and sudden infant death syndrome, among other conditions.^[32]

Thirdhand smoke (THS) refers to chemicals that settle on objects and bodies indoors after smoking. Exposure to thirdhand smoke can happen even after the actual cigarette smoke is not present anymore and affect those entering the indoor environment much later. Toxic substances of THS can react with other chemicals in the air and produce new toxic chemicals that are otherwise not present in cigarettes.^[33]

The only certain method to improve indoor air quality as regards secondhand smoke is to eliminate smoking indoors.^[34] Indoor e-cigarette use also increases home particulate matter concentrations.^[35]

Atmospheric particulate matter, also known as particulates, can be found indoors and can affect the health of occupants. Indoor particulate matter can come from different indoor sources or be created as secondary aerosols through indoor gas-to-particle reactions. They can also be outdoor particles that enter indoors. These indoor particles vary widely in size, ranging from nanomet (nanoparticles/ultrafine particles emitted from combustion sources) to micromet (resuspensed dust).^[36] Particulate matter can also be produced through cooking activities. Frying produces higher concentrations than boiling or grilling and cooking meat produces higher concentrations than cooking vegetables.^[37] Preparing a Thanksgiving dinner can produce very high concentrations of particulate matter, exceeding 300 μg/m³.^[38]

Particulates can penetrate deep into the lungs and brain from blood streams, causing health problems such as heart disease, lung disease, cancer and preterm birth.^[39]

Volatile organic compounds (VOCs) include a variety of chemicals, some of which may have short- and long-term adverse health effects. There are numerous sources of VOCs indoors, which means that their concentrations are consistently higher indoors (up to ten times higher) than outdoors.^[40] Some VOCs are emitted directly indoors, and some are formed through the subsequent chemical reactions that can occur in the gas-phase, or on surfaces.^[41][42] VOCs presenting health hazards include benzene, formaldehyde, tetrachloroethylene and trichloroethylene.^[43]

VOCs are emitted by thousands of indoor products. Examples include: paints, varnishes, waxes and lacquers, paint strippers, cleaning and personal care products, pesticides, building materials and furnishings, office equipment such as copiers and printers, correction fluids and carbonless copy paper, graphics and craft materials including glues and adhesives, permanent markers, and photographic solutions.^[44] Chlorinated drinking water releases chloroform when hot water is used in the home. Benzene is emitted from fuel stored in attached garages.

Human activities such as cooking and cleaning can also emit VOCs.^[45][46] Cooking can release long-chain aldehydes and alkanes when oil is heated and terpenes can be released when spices are prepared and/or cooked.^[45] Leaks of natural gas from cooking appliances have been linked to elevated levels of VOCs including benzene in homes in the USA.^[47] Cleaning products contain a range of VOCs, including monoterpenes, sesquiterpenes, alcohols and esters. Once released into the air, VOCs can undergo reactions with ozone and hydroxyl radicals to produce other VOCs, such as formaldehyde.^[46]

Health effects include eye, nose, and throat irritation; headaches, loss of coordination, nausea; and damage to the liver, kidney, and central nervous system.^[48]

Testing emissions from building materials used indoors has become increasingly common for floor coverings, paints, and many other important indoor building materials and finishes.^[49] Indoor materials such as gypsum boards or carpet act as VOC 'sinks', by trapping VOC vapors for extended periods of time, and releasing them by outgassing. The VOCs can also undergo transformation at the surface through interaction with ozone.^[42] In both cases, these delayed emissions can result in chronic and low-level exposures to VOCs.^[50]

Several initiatives aim to reduce indoor air contamination by limiting VOC emissions from products. There are regulations in France and in Germany, and numerous voluntary ecolabels and rating systems containing low VOC emissions criteria such as EMICODE,^[51] M1,^[52] Blue Angel^[53] and Indoor Air Comfort^[54] in Europe, as well as California Standard CDPH Section 01350^[55] and several others in the US. Due to these initiatives an increasing number of low-emitting products became available to purchase.

At least 18 microbial VOCs (MVOCs) have been characterised^[56][57] including 1-octen-3-ol (mushroom alcohol), 3-Methylfuran, 2-pentanol, 2-hexanone, 2-heptanone, 3-octanone, 3-octanol, 2-octen-1-ol, 1-octene, 2-pentanone, 2-nonanone, borneol, geosmin, 1-butanol, 3-methyl-1-butanol, 3-methyl-2-butanol, and thujopsene. The last four are products of Stachybotrys chartarum, which has been linked with sick building syndrome.^[56]

Many common building materials used before 1975 contain asbestos, such as some floor tiles, ceiling tiles, shingles, fireproofing, heating systems, pipe wrap, taping muds, mastics, and other insulation materials. Normally, significant releases of asbestos fiber do not occur unless the building materials are disturbed, such as by cutting, sanding, drilling, or building remodelling. Removal of asbestos-containing materials is not always optimal because the fibers can be spread into the air during the removal process. A management program for intact asbestos-containing materials is often recommended instead.

When asbestos-containing material is damaged or disintegrates, microscopic fibers are dispersed into the air. Inhalation of asbestos fibers over long exposure times is associated with increased incidence of lung cancer, mesothelioma, and asbestosis. The risk of lung cancer from inhaling asbestos fibers is significantly greater for smokers. The symptoms of disease do not usually appear until about 20 to 30 years after the first exposure to asbestos.

Although all asbestos is hazardous, products that are friable, e.g. sprayed coatings and insulation, pose a significantly higher hazard as they are more likely to release fibers to the air.^[58]

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Microplastic is a type of airborne particulates and is found to prevail in air.^{[59][60][61][62]} A 2017 study found indoor airborne microfiber concentrations between 1.0 and 60.0 microfibers per cubic meter (33% of which were found to be microplastics).^[63] Airborne microplastic dust can be produced during renovation, building, bridge and road reconstruction projects^[64] and the use of power tools.^[65]

Indoors ozone (O₃) is produced by certain high-voltage electric devices (such as air ionizers), and as a by-product of other types of pollution. It appears in lower concentrations indoors than outdoors, usually at 0.2-0.7 of the outdoor concentration.^[66] Typically, most ozone is lost to surface reactions indoors, rather than to reactions in air, due to the large surface to volume ratios found indoors.^[67]

Outdoor air used for ventilation may have sufficient ozone to react with common indoor pollutants as well as skin oils and other common indoor air chemicals or surfaces. Particular concern is warranted when using "green" cleaning products based on citrus or terpene extracts, because these chemicals react very quickly with ozone to form toxic and irritating chemicals^[46] as well as fine and ultrafine particles.^[68] Ventilation with outdoor air containing elevated ozone concentrations may complicate remediation attempts.^[69]

The WHO standard for ozone concentration is 60 μg/m³ for long-term exposure and 100 μg/m³ as the maximum average over an 8-hour period.^[29] The EPA standard for ozone concentration is 0.07 ppm average over an 8-hour period.^[70]

Occupants in buildings can be exposed to fungal spores, cell fragments, or mycotoxins which can arise from a host of means, but there are two common classes: (a) excess moisture induced growth of mold colonies and (b) natural substances released into the air such as animal dander and plant pollen.^[71]

While mold growth is associated with high moisture levels,^[72] it is likely to grow when a combination of favorable conditions arises. As well as high moisture levels, these conditions include suitable temperatures, pH and nutrient sources.^[73] Mold grows primarily on surfaces, and it reproduces by releasing spores, which can travel and settle in different locations. When these spores experience appropriate conditions, they can germinate and lead to mycelium growth.^[74] Different mold species favor different environmental conditions to germinate and grow, some being more hydrophilic (growing at higher levels of relative humidity) and other more xerophilic (growing at levels of relative humidity as low as 75–80%).^[74][75]

Mold growth can be inhibited by keeping surfaces at conditions that are further from condensation, with relative humidity levels below 75%. This usually translates to a relative humidity of indoor air below 60%, in agreement with the guidelines for thermal comfort that recommend a relative humidity between 40 and 60 %. Moisture buildup in buildings may arise from water penetrating areas of the building envelope or fabric, from plumbing leaks, rainwater or groundwater penetration, or from condensation due to improper ventilation, insufficient heating or poor thermal quality of the building envelope.^[76] Even something as simple as drying clothes indoors on radiators can increase the risk of mold growth, if the humidity produced is not able to escape the building via ventilation.^[77]

Mold predominantly affects the airways and lungs. Known effects of mold on health include asthma development and exacerbation,^[78] with children and elderly at greater risk of more severe health impacts.^[79] Infants in homes with mold have a much greater risk of developing asthma and allergic rhinitis.^[80][71] More than half of adult workers in moldy or humid buildings suffer from nasal or sinus symptoms due to mold exposure.^[71] Some varieties of mold contain toxic compounds (mycotoxins). However, exposure to hazardous levels of mycotoxin via inhalation is not possible in most cases, as toxins are produced by the fungal body and are not at significant levels in the released spores.

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Legionnaires' disease is caused by a waterborne bacterium Legionella that grows best in slow-moving or still, warm water. The primary route of exposure is through the creation of an aerosol effect, most commonly from evaporative cooling towers or showerheads. A common source of Legionella in commercial buildings is from poorly placed or maintained evaporative cooling towers, which often release water in an aerosol which may enter nearby ventilation intakes. Outbreaks in medical facilities and nursing homes, where patients are immuno-suppressed and immuno-weak, are the most commonly reported cases of Legionellosis. More than one case has involved outdoor fountains at public attractions. The presence of Legionella in commercial building water supplies is highly under-reported, as healthy people require heavy exposure to acquire infection.

Legionella testing typically involves collecting water samples and surface swabs from evaporative cooling basins, shower heads, faucets/taps, and other locations where warm water collects. The samples are then cultured and colony forming units (cfu) of Legionella are quantified as cfu/liter.

Legionella is a parasite of protozoans such as amoeba, and thus requires conditions suitable for both organisms. The bacterium forms a biofilm which is resistant to chemical and antimicrobial treatments, including chlorine. Remediation for Legionella outbreaks in commercial buildings vary, but often include very hot water flushes (160 °F (71 °C)), sterilisation of standing water in evaporative cooling basins, replacement of shower heads, and, in some cases, flushes of heavy metal salts. Preventive measures include adjusting normal hot water levels to allow for 120 °F (49 °C) at the tap, evaluating facility design layout, removing faucet aerators, and periodic testing in suspect areas.

There are many bacteria of health significance found in indoor air and on indoor surfaces. The role of microbes in the indoor environment is increasingly studied using modern gene-based analysis of environmental samples. Currently, efforts are under way to link microbial ecologists and indoor air scientists to forge new methods for analysis and to better interpret the results.^[81]

A large fraction of the bacteria found in indoor air and dust are shed from humans. Among the most important bacteria known to occur in indoor air are Mycobacterium tuberculosis, Staphylococcus aureus, Streptococcus pneumoniae.^{[citation needed]}

Viruses can also be a concern for indoor air quality. During the 2002–2004 SARS outbreak, virus-laden aerosols were found to have seeped into bathrooms from the bathroom floor drains, exacerbated by the draw of bathroom exhaust fans, resulting in the rapid spread of SARS in Amoy Gardens in Hong Kong.^[82][83] Elsewhere in Hong Kong, SARS CoV RNA was found on the carpet and in the air intake vents of the Metropole Hotel, which showed that secondary environmental contamination could generate infectious aerosols and resulted in superspreading events.^[84]

Humans are the main indoor source of carbon dioxide (CO₂) in most buildings. Indoor CO₂ levels are an indicator of the adequacy of outdoor air ventilation relative to indoor occupant density and metabolic activity.

Indoor CO₂ levels above 500 ppm can lead to higher blood pressure and heart rate, and increased peripheral blood circulation.^[85] With CO₂ concentrations above 1000 ppm cognitive performance might be affected, especially when doing complex tasks, making decision making and problem solving slower but not less accurate.^[86][87] However, evidence on the health effects of CO₂ at lower concentrations is conflicting and it is difficult to link CO₂ to health impacts at exposures below 5000 ppm – reported health outcomes may be due to the presence of human bioeffluents, and other indoor air pollutants related to inadequate ventilation.^[88]

Indoor carbon dioxide concentrations can be used to evaluate the quality of a room or a building's ventilation.^[89] To eliminate most complaints caused by CO₂, the total indoor CO₂ level should be reduced to a difference of no greater than 700 ppm above outdoor levels.^[90] The National Institute for Occupational Safety and Health (NIOSH) considers that indoor air concentrations of carbon dioxide that exceed 1000 ppm are a marker suggesting inadequate ventilation.^[91] The UK standards for schools say that carbon dioxide levels of 800 ppm or lower indicate that the room is well-ventilated.^[92] Regulations and standards from around the world show that CO₂ levels below 1000 ppm represent good IAQ, between 1000 and 1500 ppm represent moderate IAQ and greater than 1500 ppm represent poor IAQ.^[88]

Carbon dioxide concentrations in closed or confined rooms can increase to 1,000 ppm within 45 minutes of enclosure. For example, in a 3.5-by-4-metre (11 ft × 13 ft) sized office, atmospheric carbon dioxide increased from 500 ppm to over 1,000 ppm within 45 minutes of ventilation cessation and closure of windows and doors.^[93]

Radon is an invisible, radioactive atomic gas that results from the radioactive decay of radium, which may be found in rock formations beneath buildings or in certain building materials themselves.

Radon is probably the most pervasive serious hazard for indoor air in the United States and Europe. It is a major cause of lung cancer, responsible for 3–14% of cases in countries, leading to tens of thousands of deaths.^[94]

Radon gas enters buildings as a soil gas. As it is a heavy gas it will tend to accumulate at the lowest level. Radon may also be introduced into a building through drinking water particularly from bathroom showers. Building materials can be a rare source of radon, but little testing is carried out for stone, rock or tile products brought into building sites; radon accumulation is greatest for well insulated homes.^[95] There are simple do-it-yourself kits for radon gas testing, but a licensed professional can also check homes.

The half-life for radon is 3.8 days, indicating that once the source is removed, the hazard will be greatly reduced within a few weeks. Radon mitigation methods include sealing concrete slab floors, basement foundations, water drainage systems, or by increasing ventilation.^[96] They are usually cost effective and can greatly reduce or even eliminate the contamination and the associated health risks.^{[citation needed]}

Radon is measured in picocuries per liter of air (pCi/L) or becquerel per cubic meter (Bq m^-3). Both are measurements of radioactivity. The World Health Organization (WHO) sets the ideal indoor radon levels at 100 Bq/m-³.^[97] In the United States, it is recommend to fix homes with radon levels at or above 4 pCi/L. At the same time it is also recommends that people think about fixing their homes for radon levels between 2 pCi/L and 4 pCi/L.^[98] In the United Kingdom the ideal is presence of radon indoors is 100 Bq/m-³. Action needs to be taken in homes with 200 Bq/m⁻³ or more.^[99]

Interactive maps of radon affected areas are available for various regions and countries of the world.^{[100][101][102]}

Indoor air quality is linked inextricably to outdoor air quality. The Intergovernmental Panel on Climate Change (IPCC) has varying scenarios that predict how the climate will change in the future.^[103] Climate change can affect indoor air quality by increasing the level of outdoor air pollutants such as ozone and particulate matter, for example through emissions from wildfires caused by extreme heat and drought.^[104][105] Numerous predictions for how indoor air pollutants will change have been made,^{[106][107][108][109]} and models have attempted to predict how the forecasted IPCC scenarios will vary indoor air quality and indoor comfort parameters such as humidity and temperature.^[110]

The net-zero challenge requires significant changes in the performance of both new and retrofitted buildings. However, increased energy efficient housing will trap pollutants inside, whether produced indoors or outdoors, and lead to an increase in human exposure.^[111][112]

For occupational exposure, there are standards, which cover a wide range of chemicals, and applied to healthy adults who are exposed over time at workplaces (usually industrial environments).These are published by organisations such as Occupational Safety and Health Administration (OSHA), the National Institute for Occupational Safety and Health (NIOSH), the UK Health and Safety Executive (HSE).

There is no consensus globally about indoor air quality standards, or health-based guidelines. However, there are regulations from some individual countries and from health organisations. For example, the World Health Organization (WHO) has published health-based global air quality guidelines for the general population that are applicable both to outdoor and indoor air,^[29] as well as the WHO IAQ guidelines for selected compounds,^[113] whereas the UK Health Security Agency published IAQ guidelines for selected VOCs.^[114] The Scientific and Technical Committee (STC34) of the International Society of Indoor Air Quality and Climate (ISIAQ) created an open database that collects indoor environmental quality guidelines worldwide.^[115] The database is focused on indoor air quality (IAQ), but is currently extended to include standards, regulations, and guidelines related to ventilation, comfort, acoustics, and lighting.^[116][117]

Since indoor air pollutants can adversely affect human health, it is important to have real-time indoor air quality assessment/monitoring system that can help not only in the improvement of indoor air quality but also help in detection of leaks, spills in a work environment and boost energy efficiency of buildings by providing real-time feedback to the heating, ventilation, and air conditioning (HVAC) system(s).^[118] Additionally, there have been enough studies that highlight the correlation between poor indoor air quality and loss of performance and productivity of workers in an office setting.^[119]  

Combining the Internet of Things (IoT) technology with real-time IAQ monitoring systems has  tremendously gained momentum and popularity as interventions can be done based on the real-time sensor data and thus help in the IAQ improvement.^[120]   

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Indoor air quality can be addressed, achieved or maintained during the design of new buildings or as mitigating measures in existing buildings. A hierarchy of measures has been proposed by the Institute of Air Quality Management. It emphasises removing pollutant sources, reducing emissions from any remaining sources, disrupting pathways between sources and the people exposed, protecting people from exposure to pollutants, and removing people from areas with poor air quality.^[121]

A report assisted by the Institute for Occupational Safety and Health of the German Social Accident Insurance can support in the systematic investigation of individual health problems arising at indoor workplaces, and in the identification of practical solutions.^[122]

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Environmentally sustainable design concepts include aspects of commercial and residential heating, ventilation and air-conditioning (HVAC) technologies. Among several considerations, one of the topics attended to is the issue of indoor air quality throughout the design and construction stages of a building's life.^{[citation needed]}

One technique to reduce energy consumption while maintaining adequate air quality, is demand-controlled ventilation. Instead of setting throughput at a fixed air replacement rate, carbon dioxide sensors are used to control the rate dynamically, based on the emissions of actual building occupants.^{[citation needed]}

One way of quantitatively ensuring the health of indoor air is by the frequency of effective turnover of interior air by replacement with outside air. In the UK, for example, classrooms are required to have 2.5 outdoor air changes per hour. In halls, gym, dining, and physiotherapy spaces, the ventilation should be sufficient to limit carbon dioxide to 1,500 ppm. In the US, ventilation in classrooms is based on the amount of outdoor air per occupant plus the amount of outdoor air per unit of floor area, not air changes per hour. Since carbon dioxide indoors comes from occupants and outdoor air, the adequacy of ventilation per occupant is indicated by the concentration indoors minus the concentration outdoors. The value of 615 ppm above the outdoor concentration indicates approximately 15 cubic feet per minute of outdoor air per adult occupant doing sedentary office work where outdoor air contains over 400 ppm^[123] (global average as of 2023). In classrooms, the requirements in the ASHRAE standard 62.1, Ventilation for Acceptable Indoor Air Quality, would typically result in about 3 air changes per hour, depending on the occupant density. As the occupants are not the only source of pollutants, outdoor air ventilation may need to be higher when unusual or strong sources of pollution exist indoors.

When outdoor air is polluted, bringing in more outdoor air can actually worsen the overall quality of the indoor air and exacerbate some occupant symptoms related to outdoor air pollution. Generally, outdoor country air is better than indoor city air.^{[citation needed]}

The use of air filters can trap some of the air pollutants. Portable room air cleaners with HEPA filters can be used if ventilation is poor or outside air has high level of PM 2.5.^[122] Air filters are used to reduce the amount of dust that reaches the wet coils.^{[citation needed]} Dust can serve as food to grow molds on the wet coils and ducts and can reduce the efficiency of the coils.^{[citation needed]}

The use of trickle vents on windows is also valuable to maintain constant ventilation. They can help prevent mold and allergen build up in the home or workplace. They can also reduce the spread of some respiratory infections.^[124]

Moisture management and humidity control requires operating HVAC systems as designed. Moisture management and humidity control may conflict with efforts to conserve energy. For example, moisture management and humidity control requires systems to be set to supply make-up air at lower temperatures (design levels), instead of the higher temperatures sometimes used to conserve energy in cooling-dominated climate conditions. However, for most of the US and many parts of Europe and Japan, during the majority of hours of the year, outdoor air temperatures are cool enough that the air does not need further cooling to provide thermal comfort indoors.^{[citation needed]} However, high humidity outdoors creates the need for careful attention to humidity levels indoors. High humidity give rise to mold growth and moisture indoors is associated with a higher prevalence of occupant respiratory problems.^{[citation needed]}

The "dew point temperature" is an absolute measure of the moisture in air. Some facilities are being designed with dew points in the lower 50s °F, and some in the upper and lower 40s °F.^{[citation needed]} Some facilities are being designed using desiccant wheels with gas-fired heaters to dry out the wheel enough to get the required dew points.^{[citation needed]} On those systems, after the moisture is removed from the make-up air, a cooling coil is used to lower the temperature to the desired level.^{[citation needed]}

Commercial buildings, and sometimes residential, are often kept under slightly positive air pressure relative to the outdoors to reduce infiltration. Limiting infiltration helps with moisture management and humidity control.

Dilution of indoor pollutants with outdoor air is effective to the extent that outdoor air is free of harmful pollutants. Ozone in outdoor air occurs indoors at reduced concentrations because ozone is highly reactive with many chemicals found indoors. The products of the reactions between ozone and many common indoor pollutants include organic compounds that may be more odorous, irritating, or toxic than those from which they are formed. These products of ozone chemistry include formaldehyde, higher molecular weight aldehydes, acidic aerosols, and fine and ultrafine particles, among others. The higher the outdoor ventilation rate, the higher the indoor ozone concentration and the more likely the reactions will occur, but even at low levels, the reactions will take place. This suggests that ozone should be removed from ventilation air, especially in areas where outdoor ozone levels are frequently high.

Houseplants together with the medium in which they are grown can reduce components of indoor air pollution, particularly volatile organic compounds (VOC) such as benzene, toluene, and xylene. Plants remove CO₂ and release oxygen and water, although the quantitative impact for house plants is small. The interest in using potted plants for removing VOCs was sparked by a 1989 NASA study conducted in sealed chambers designed to replicate the environment on space stations. However, these results suffered from poor replication^[125] and are not applicable to typical buildings, where outdoor-to-indoor air exchange already removes VOCs at a rate that could only be matched by the placement of 10–1000 plants/m² of a building's floor space.^[126]

Plants also appear to reduce airborne microbes and molds, and to increase humidity.^[127] However, the increased humidity can itself lead to increased levels of mold and even VOCs.^[128]

Since extremely high humidity is associated with increased mold growth, allergic responses, and respiratory responses, the presence of additional moisture from houseplants may not be desirable in all indoor settings if watering is done inappropriately.^[129]

The topic of IAQ has become popular due to the greater awareness of health problems caused by mold and triggers to asthma and allergies.

In the US, the Environmental Protection Agency (EPA) has developed an "IAQ Tools for Schools" program to help improve the indoor environmental conditions in educational institutions. The National Institute for Occupational Safety and Health conducts Health Hazard Evaluations (HHEs) in workplaces at the request of employees, authorized representative of employees, or employers, to determine whether any substance normally found in the place of employment has potentially toxic effects, including indoor air quality.^[130]

A variety of scientists work in the field of indoor air quality, including chemists, physicists, mechanical engineers, biologists, bacteriologists, epidemiologists, and computer scientists. Some of these professionals are certified by organizations such as the American Industrial Hygiene Association, the American Indoor Air Quality Council and the Indoor Environmental Air Quality Council.

In the UK, under the Department for Environment Food and Rural Affairs, the Air Quality Expert Group considers current knowledge on indoor air quality and provides advice to government and devolved administration ministers.^[131]

At the international level, the International Society of Indoor Air Quality and Climate (ISIAQ), formed in 1991, organizes two major conferences, the Indoor Air and the Healthy Buildings series.^[132]

• Environmental management
• Healthy building
• Indoor bioaerosol
• Microbiomes of the built environment
• Olfactory fatigue

Monographs

Articles, radio segments, web pages

• Lin, Y.; Zou, J.; Yang, W.; Li, C. Q. (2018). "A Review of Recent Advances in Research on PM2.5 in China". International Journal of Environmental Research and Public Health. 15 (3): 438. doi:10.3390/ijerph15030438. PMC 5876983. PMID 29498704.
• Abdel Hameed, A. A.; Yasser, I. H.; Khoder, I. M. (2004). "Indoor air quality during renovation actions: a case study". Journal of Environmental Monitoring. 6 (9): 740–744. doi:10.1039/b402995j. PMID 15346177.

• US Environmental Protection Agency info on IAQ
• Best Practices for Indoor Air Quality when Remodeling Your Home, US EPA
• Addressing Indoor Environmental Concerns During Remodeling, US EPA
• Renovation and Repair, Part of Indoor Air Quality Design Tools for Schools, US EPA
• The 9 Foundations of a Healthy Building, Harvard T.H. Chan School of Public Health

 

 

Air conditioning, often abbreviated as A/C (US) or air con (UK),^[1] is the process of removing heat from an enclosed space to achieve a more comfortable interior temperature and in some cases also controlling the humidity of internal air. Air conditioning can be achieved using a mechanical 'air conditioner' or by other methods, including passive cooling and ventilative cooling.^[2][3] Air conditioning is a member of a family of systems and techniques that provide heating, ventilation, and air conditioning (HVAC).^[4] Heat pumps are similar in many ways to air conditioners, but use a reversing valve to allow them both to heat and to cool an enclosed space.^[5]

Air conditioners, which typically use vapor-compression refrigeration, range in size from small units used in vehicles or single rooms to massive units that can cool large buildings.^[6] Air source heat pumps, which can be used for heating as well as cooling, are becoming increasingly common in cooler climates.

Air conditioners can reduce mortality rates due to higher temperature.^[7] According to the International Energy Agency (IEA) 1.6 billion air conditioning units were used globally in 2016.^[8] The United Nations called for the technology to be made more sustainable to mitigate climate change and for the use of alternatives, like passive cooling, evaporative cooling, selective shading, windcatchers, and better thermal insulation.

Air conditioning dates back to prehistory.^[9] Double-walled living quarters, with a gap between the two walls to encourage air flow, were found in the ancient city of Hamoukar, in modern Syria.^[10] Ancient Egyptian buildings also used a wide variety of passive air-conditioning techniques.^[11] These became widespread from the Iberian Peninsula through North Africa, the Middle East, and Northern India.^[12]

Passive techniques remained widespread until the 20th century when they fell out of fashion and were replaced by powered air conditioning. Using information from engineering studies of traditional buildings, passive techniques are being revived and modified for 21st-century architectural designs.^[13][12]

Air conditioners allow the building's indoor environment to remain relatively constant, largely independent of changes in external weather conditions and internal heat loads. They also enable deep plan buildings to be created and have allowed people to live comfortably in hotter parts of the world.^[14]

In 1558, Giambattista della Porta described a method of chilling ice to temperatures far below its freezing point by mixing it with potassium nitrate (then called "nitre") in his popular science book Natural Magic.^[15][16][17] In 1620, Cornelis Drebbel demonstrated "Turning Summer into Winter" for James I of England, chilling part of the Great Hall of Westminster Abbey with an apparatus of troughs and vats.^[18] Drebbel's contemporary Francis Bacon, like della Porta a believer in science communication, may not have been present at the demonstration, but in a book published later the same year, he described it as "experiment of artificial freezing" and said that "Nitre (or rather its spirit) is very cold, and hence nitre or salt when added to snow or ice intensifies the cold of the latter, the nitre by adding to its cold, but the salt by supplying activity to the cold of the snow."^[15]

In 1758, Benjamin Franklin and John Hadley, a chemistry professor at the University of Cambridge, conducted experiments applying the principle of evaporation as a means to cool an object rapidly. Franklin and Hadley confirmed that the evaporation of highly volatile liquids (such as alcohol and ether) could be used to drive down the temperature of an object past the freezing point of water. They experimented with the bulb of a mercury-in-glass thermometer as their object. They used a bellows to speed up the evaporation. They lowered the temperature of the thermometer bulb down to −14 °C (7 °F) while the ambient temperature was 18 °C (64 °F). Franklin noted that soon after they passed the freezing point of water 0 °C (32 °F), a thin film of ice formed on the surface of the thermometer's bulb and that the ice mass was about 6 mm (1⁄4 in) thick when they stopped the experiment upon reaching −14 °C (7 °F). Franklin concluded: "From this experiment, one may see the possibility of freezing a man to death on a warm summer's day."^[19]

The 19th century included many developments in compression technology. In 1820, English scientist and inventor Michael Faraday discovered that compressing and liquefying ammonia could chill air when the liquefied ammonia was allowed to evaporate.^[20] In 1842, Florida physician John Gorrie used compressor technology to create ice, which he used to cool air for his patients in his hospital in Apalachicola, Florida. He hoped to eventually use his ice-making machine to regulate the temperature of buildings.^[20][21] He envisioned centralized air conditioning that could cool entire cities. Gorrie was granted a patent in 1851,^[22] but following the death of his main backer, he was not able to realize his invention.^[23] In 1851, James Harrison created the first mechanical ice-making machine in Geelong, Australia, and was granted a patent for an ether vapor-compression refrigeration system in 1855 that produced three tons of ice per day.^[24] In 1860, Harrison established a second ice company. He later entered the debate over competing against the American advantage of ice-refrigerated beef sales to the United Kingdom.^[24]

Electricity made the development of effective units possible. In 1901, American inventor Willis H. Carrier built what is considered the first modern electrical air conditioning unit.^{[25][26][27][28]} In 1902, he installed his first air-conditioning system, in the Sackett-Wilhelms Lithographing & Publishing Company in Brooklyn, New York.^[29] His invention controlled both the temperature and humidity, which helped maintain consistent paper dimensions and ink alignment at the printing plant. Later, together with six other employees, Carrier formed The Carrier Air Conditioning Company of America, a business that in 2020 employed 53,000 people and was valued at $18.6 billion.^[30][31]

In 1906, Stuart W. Cramer of Charlotte, North Carolina, was exploring ways to add moisture to the air in his textile mill. Cramer coined the term "air conditioning" in a patent claim which he filed that year, where he suggested that air conditioning was analogous to "water conditioning", then a well-known process for making textiles easier to process.^[32] He combined moisture with ventilation to "condition" and change the air in the factories; thus, controlling the humidity that is necessary in textile plants. Willis Carrier adopted the term and incorporated it into the name of his company.^[33]

Domestic air conditioning soon took off. In 1914, the first domestic air conditioning was installed in Minneapolis in the home of Charles Gilbert Gates. It is, however, possible that the considerable device (c. 2.1 m × 1.8 m × 6.1 m; 7 ft × 6 ft × 20 ft) was never used, as the house remained uninhabited^[20] (Gates had already died in October 1913.)

In 1931, H.H. Schultz and J.Q. Sherman developed what would become the most common type of individual room air conditioner: one designed to sit on a window ledge. The units went on sale in 1932 at US$10,000 to $50,000 (the equivalent of $200,000 to $1,200,000 in 2024.)^[20] A year later, the first air conditioning systems for cars were offered for sale.^[34] Chrysler Motors introduced the first practical semi-portable air conditioning unit in 1935,^[35] and Packard became the first automobile manufacturer to offer an air conditioning unit in its cars in 1939.^[36]

Innovations in the latter half of the 20th century allowed more ubiquitous air conditioner use. In 1945, Robert Sherman of Lynn, Massachusetts, invented a portable, in-window air conditioner that cooled, heated, humidified, dehumidified, and filtered the air.^[37] The first inverter air conditioners were released in 1980–1981.^[38][39]

In 1954, Ned Cole, a 1939 architecture graduate from the University of Texas at Austin, developed the first experimental "suburb" with inbuilt air conditioning in each house. 22 homes were developed on a flat, treeless track in northwest Austin, Texas, and the community was christened the 'Austin Air-Conditioned Village.' The residents were subjected to a year-long study of the effects of air conditioning led by the nation’s premier air conditioning companies, builders, and social scientists. In addition, researchers from UT’s Health Service and Psychology Department studied the effects on the "artificially cooled humans." One of the more amusing discoveries was that each family reported being troubled with scorpions, the leading theory being that scorpions sought cool, shady places. Other reported changes in lifestyle were that mothers baked more, families ate heavier foods, and they were more apt to choose hot drinks.^[40][41]

Air conditioner adoption tends to increase above around $10,000 annual household income in warmer areas.^[42] Global GDP growth explains around 85% of increased air condition adoption by 2050, while the remaining 15% can be explained by climate change.^[42]

As of 2016 an estimated 1.6 billion air conditioning units were used worldwide, with over half of them in China and USA, and a total cooling capacity of 11,675 gigawatts.^[8][43] The International Energy Agency predicted in 2018 that the number of air conditioning units would grow to around 4 billion units by 2050 and that the total cooling capacity would grow to around 23,000 GW, with the biggest increases in India and China.^[8] Between 1995 and 2004, the proportion of urban households in China with air conditioners increased from 8% to 70%.^[44] As of 2015, nearly 100 million homes, or about 87% of US households, had air conditioning systems.^[45] In 2019, it was estimated that 90% of new single-family homes constructed in the US included air conditioning (ranging from 99% in the South to 62% in the West).^[46][47]

Cooling in traditional air conditioner systems is accomplished using the vapor-compression cycle, which uses a refrigerant's forced circulation and phase change between gas and liquid to transfer heat.^[48][49] The vapor-compression cycle can occur within a unitary, or packaged piece of equipment; or within a chiller that is connected to terminal cooling equipment (such as a fan coil unit in an air handler) on its evaporator side and heat rejection equipment such as a cooling tower on its condenser side. An air source heat pump shares many components with an air conditioning system, but includes a reversing valve, which allows the unit to be used to heat as well as cool a space.^[50]

Air conditioning equipment will reduce the absolute humidity of the air processed by the system if the surface of the evaporator coil is significantly cooler than the dew point of the surrounding air. An air conditioner designed for an occupied space will typically achieve a 30% to 60% relative humidity in the occupied space.^[51]

Most modern air-conditioning systems feature a dehumidification cycle during which the compressor runs. At the same time, the fan is slowed to reduce the evaporator temperature and condense more water. A dehumidifier uses the same refrigeration cycle but incorporates both the evaporator and the condenser into the same air path; the air first passes over the evaporator coil, where it is cooled^[52] and dehumidified before passing over the condenser coil, where it is warmed again before it is released back into the room.^{[citation needed]}

Free cooling can sometimes be selected when the external air is cooler than the internal air. Therefore, the compressor does not need to be used, resulting in high cooling efficiencies for these times. This may also be combined with seasonal thermal energy storage.^[53]

Some air conditioning systems can reverse the refrigeration cycle and act as an air source heat pump, thus heating instead of cooling the indoor environment. They are also commonly referred to as "reverse cycle air conditioners". The heat pump is significantly more energy-efficient than electric resistance heating, because it moves energy from air or groundwater to the heated space and the heat from purchased electrical energy. When the heat pump is in heating mode, the indoor evaporator coil switches roles and becomes the condenser coil, producing heat. The outdoor condenser unit also switches roles to serve as the evaporator and discharges cold air (colder than the ambient outdoor air).

Most air source heat pumps become less efficient in outdoor temperatures lower than 4 °C or 40 °F.^[54] This is partly because ice forms on the outdoor unit's heat exchanger coil, which blocks air flow over the coil. To compensate for this, the heat pump system must temporarily switch back into the regular air conditioning mode to switch the outdoor evaporator coil back to the condenser coil, to heat up and defrost. Therefore, some heat pump systems will have electric resistance heating in the indoor air path that is activated only in this mode to compensate for the temporary indoor air cooling, which would otherwise be uncomfortable in the winter.

Newer models have improved cold-weather performance, with efficient heating capacity down to −14 °F (−26 °C).^[55][54][56] However, there is always a chance that the humidity that condenses on the heat exchanger of the outdoor unit could freeze, even in models that have improved cold-weather performance, requiring a defrosting cycle to be performed.

The icing problem becomes much more severe with lower outdoor temperatures, so heat pumps are sometimes installed in tandem with a more conventional form of heating, such as an electrical heater, a natural gas, heating oil, or wood-burning fireplace or central heating, which is used instead of or in addition to the heat pump during harsher winter temperatures. In this case, the heat pump is used efficiently during milder temperatures, and the system is switched to the conventional heat source when the outdoor temperature is lower.

The coefficient of performance (COP) of an air conditioning system is a ratio of useful heating or cooling provided to the work required.^[57][58] Higher COPs equate to lower operating costs. The COP usually exceeds 1; however, the exact value is highly dependent on operating conditions, especially absolute temperature and relative temperature between sink and system, and is often graphed or averaged against expected conditions.^[59] Air conditioner equipment power in the U.S. is often described in terms of "tons of refrigeration", with each approximately equal to the cooling power of one short ton (2,000 pounds (910 kg) of ice melting in a 24-hour period. The value is equal to 12,000 BTU_IT per hour, or 3,517 watts.^[60] Residential central air systems are usually from 1 to 5 tons (3.5 to 18 kW) in capacity.^{[citation needed]}

The efficiency of air conditioners is often rated by the seasonal energy efficiency ratio (SEER), which is defined by the Air Conditioning, Heating and Refrigeration Institute in its 2008 standard AHRI 210/240, Performance Rating of Unitary Air-Conditioning and Air-Source Heat Pump Equipment.^[61] A similar standard is the European seasonal energy efficiency ratio (ESEER).^{[citation needed]}

Efficiency is strongly affected by the humidity of the air to be cooled. Dehumidifying the air before attempting to cool it can reduce subsequent cooling costs by as much as 90 percent. Thus, reducing dehumidifying costs can materially affect overall air conditioning costs.^[62]

This type of controller uses an infrared LED to relay commands from a remote control to the air conditioner. The output of the infrared LED (like that of any infrared remote) is invisible to the human eye because its wavelength is beyond the range of visible light (940 nm). This system is commonly used on mini-split air conditioners because it is simple and portable. Some window and ducted central air conditioners uses it as well.

A wired controller, also called a "wired thermostat," is a device that controls an air conditioner by switching heating or cooling on or off. It uses different sensors to measure temperatures and actuate control operations. Mechanical thermostats commonly use bimetallic strips, converting a temperature change into mechanical displacement, to actuate control of the air conditioner. Electronic thermostats, instead, use a thermistor or other semiconductor sensor, processing temperature change as electronic signals to control the air conditioner.

These controllers are usually used in hotel rooms because they are permanently installed into a wall and hard-wired directly into the air conditioner unit, eliminating the need for batteries.

Types	Typical Capacity*	Air supply	Mounting	Typical application
Mini-split	small – large	Direct	Wall	Residential
Window	very small – small	Direct	Window	Residential
Portable	very small – small	Direct / Ducted	Floor	Residential, remote areas
Ducted (individual)	small – very large	Ducted	Ceiling	Residential, commercial
Ducted (central)	medium – very large	Ducted	Ceiling	Residential, commercial
Ceiling suspended	medium – large	Direct	Ceiling	Commercial
Cassette	medium – large	Direct / Ducted	Ceiling	Commercial
Floor standing	medium – large	Direct / Ducted	Floor	Commercial
Packaged	very large	Direct / Ducted	Floor	Commercial
Packaged RTU (Rooftop Unit)	very large	Ducted	Rooftop	Commercial

* where the typical capacity is in kilowatt as follows:

• very small: <1.5 kW
• small: 1.5–3.5 kW
• medium: 4.2–7.1 kW
• large: 7.2–14 kW
• very large: >14 kW

Ductless systems (often mini-split, though there are now ducted mini-split) typically supply conditioned and heated air to a single or a few rooms of a building, without ducts and in a decentralized manner.^[63] Multi-zone or multi-split systems are a common application of ductless systems and allow up to eight rooms (zones or locations) to be conditioned independently from each other, each with its indoor unit and simultaneously from a single outdoor unit.

The first mini-split system was sold in 1961 by Toshiba in Japan, and the first wall-mounted mini-split air conditioner was sold in 1968 in Japan by Mitsubishi Electric, where small home sizes motivated their development. The Mitsubishi model was the first air conditioner with a cross-flow fan.^[64][65][66] In 1969, the first mini-split air conditioner was sold in the US.^[67] Multi-zone ductless systems were invented by Daikin in 1973, and variable refrigerant flow systems (which can be thought of as larger multi-split systems) were also invented by Daikin in 1982. Both were first sold in Japan.^[68] Variable refrigerant flow systems when compared with central plant cooling from an air handler, eliminate the need for large cool air ducts, air handlers, and chillers; instead cool refrigerant is transported through much smaller pipes to the indoor units in the spaces to be conditioned, thus allowing for less space above dropped ceilings and a lower structural impact, while also allowing for more individual and independent temperature control of spaces. The outdoor and indoor units can be spread across the building.^[69] Variable refrigerant flow indoor units can also be turned off individually in unused spaces.^{[citation needed]} The lower start-up power of VRF's DC inverter compressors and their inherent DC power requirements also allow VRF solar-powered heat pumps to be run using DC-providing solar panels.

Split-system central air conditioners consist of two heat exchangers, an outside unit (the condenser) from which heat is rejected to the environment and an internal heat exchanger (the evaporator, or Fan Coil Unit, FCU) with the piped refrigerant being circulated between the two. The FCU is then connected to the spaces to be cooled by ventilation ducts.^[70] Floor standing air conditioners are similar to this type of air conditioner but sit within spaces that need cooling.

Large central cooling plants may use intermediate coolant such as chilled water pumped into air handlers or fan coil units near or in the spaces to be cooled which then duct or deliver cold air into the spaces to be conditioned, rather than ducting cold air directly to these spaces from the plant, which is not done due to the low density and heat capacity of air, which would require impractically large ducts. The chilled water is cooled by chillers in the plant, which uses a refrigeration cycle to cool water, often transferring its heat to the atmosphere even in liquid-cooled chillers through the use of cooling towers. Chillers may be air- or liquid-cooled.^[71][72]

A portable system has an indoor unit on wheels connected to an outdoor unit via flexible pipes, similar to a permanently fixed installed unit (such as a ductless split air conditioner).

Hose systems, which can be monoblock or air-to-air, are vented to the outside via air ducts. The monoblock type collects the water in a bucket or tray and stops when full. The air-to-air type re-evaporates the water, discharges it through the ducted hose, and can run continuously. Many but not all portable units draw indoor air and expel it outdoors through a single duct, negatively impacting their overall cooling efficiency.

Many portable air conditioners come with heat as well as a dehumidification function.^[73]

The packaged terminal air conditioner (PTAC), through-the-wall, and window air conditioners are similar. These units are installed on a window frame or on a wall opening. The unit usually has an internal partition separating its indoor and outdoor sides, which contain the unit's condenser and evaporator, respectively. PTAC systems may be adapted to provide heating in cold weather, either directly by using an electric strip, gas, or other heaters, or by reversing the refrigerant flow to heat the interior and draw heat from the exterior air, converting the air conditioner into a heat pump. They may be installed in a wall opening with the help of a special sleeve on the wall and a custom grill that is flush with the wall and window air conditioners can also be installed in a window, but without a custom grill.^[74]

Packaged air conditioners (also known as self-contained units)^[75][76] are central systems that integrate into a single housing all the components of a split central system, and deliver air, possibly through ducts, to the spaces to be cooled. Depending on their construction they may be outdoors or indoors, on roofs (rooftop units),^[77][78] draw the air to be conditioned from inside or outside a building and be water or air-cooled. Often, outdoor units are air-cooled while indoor units are liquid-cooled using a cooling tower.^{[70][79][80][81][82][83]}

Compressor types	Common applications	Typical capacity	Efficiency	Durability	Repairability
Reciprocating	Refrigerator, Walk-in freezer, portable air conditioners	small – large	very low (small capacity) medium (large capacity)	very low	medium
Rotary vane	Residential mini splits	small	low	low	easy
Scroll	Commercial and central systems, VRF	medium	medium	medium	easy
Rotary screw	Commercial chiller	medium – large	medium	medium	hard
Centrifugal	Commercial chiller	very large	medium	high	hard
Maglev Centrifugal	Commercial chiller	very large	high	very high	very hard

Main article: Reciprocating compressor

This compressor consists of a crankcase, crankshaft, piston rod, piston, piston ring, cylinder head and valves. ^{[citation needed]}

Main article: Scroll compressor

This compressor uses two interleaving scrolls to compress the refrigerant.^[84] it consists of one fixed and one orbiting scrolls. This type of compressor is more efficient because it has 70 percent less moving parts than a reciprocating compressor. ^{[citation needed]}

This compressor use two very closely meshing spiral rotors to compress the gas. The gas enters at the suction side and moves through the threads as the screws rotate. The meshing rotors force the gas through the compressor, and the gas exits at the end of the screws. The working area is the inter-lobe volume between the male and female rotors. It is larger at the intake end, and decreases along the length of the rotors until the exhaust port. This change in volume is the compression. ^{[citation needed]}

There are several ways to modulate the cooling capacity in refrigeration or air conditioning and heating systems. The most common in air conditioning are: on-off cycling, hot gas bypass, use or not of liquid injection, manifold configurations of multiple compressors, mechanical modulation (also called digital), and inverter technology. ^{[citation needed]}

Hot gas bypass involves injecting a quantity of gas from discharge to the suction side. The compressor will keep operating at the same speed, but due to the bypass, the refrigerant mass flow circulating with the system is reduced, and thus the cooling capacity. This naturally causes the compressor to run uselessly during the periods when the bypass is operating. The turn down capacity varies between 0 and 100%.^[85]

Several compressors can be installed in the system to provide the peak cooling capacity. Each compressor can run or not in order to stage the cooling capacity of the unit. The turn down capacity is either 0/33/66 or 100% for a trio configuration and either 0/50 or 100% for a tandem.^{[citation needed]}

This internal mechanical capacity modulation is based on periodic compression process with a control valve, the two scroll set move apart stopping the compression for a given time period. This method varies refrigerant flow by changing the average time of compression, but not the actual speed of the motor. Despite an excellent turndown ratio – from 10 to 100% of the cooling capacity, mechanically modulated scrolls have high energy consumption as the motor continuously runs.^{[citation needed]}

Main article: Inverter compressor

This system uses a variable-frequency drive (also called an Inverter) to control the speed of the compressor. The refrigerant flow rate is changed by the change in the speed of the compressor. The turn down ratio depends on the system configuration and manufacturer. It modulates from 15 or 25% up to 100% at full capacity with a single inverter from 12 to 100% with a hybrid tandem. This method is the most efficient way to modulate an air conditioner's capacity. It is up to 58% more efficient than a fixed speed system.^{[citation needed]}

In hot weather, air conditioning can prevent heat stroke, dehydration due to excessive sweating, electrolyte imbalance, kidney failure, and other issues due to hyperthermia.^[8][86] Heat waves are the most lethal type of weather phenomenon in the United States.^[87][88] A 2020 study found that areas with lower use of air conditioning correlated with higher rates of heat-related mortality and hospitalizations.^[89] The August 2003 France heatwave resulted in approximately 15,000 deaths, where 80% of the victims were over 75 years old. In response, the French government required all retirement homes to have at least one air-conditioned room at 25 °C (77 °F) per floor during heatwaves.^[8]

Air conditioning (including filtration, humidification, cooling and disinfection) can be used to provide a clean, safe, hypoallergenic atmosphere in hospital operating rooms and other environments where proper atmosphere is critical to patient safety and well-being. It is sometimes recommended for home use by people with allergies, especially mold.^[90][91] However, poorly maintained water cooling towers can promote the growth and spread of microorganisms such as Legionella pneumophila, the infectious agent responsible for Legionnaires' disease. As long as the cooling tower is kept clean (usually by means of a chlorine treatment), these health hazards can be avoided or reduced. The state of New York has codified requirements for registration, maintenance, and testing of cooling towers to protect against Legionella.^[92]

First designed to benefit targeted industries such as the press as well as large factories, the invention quickly spread to public agencies and administrations with studies with claims of increased productivity close to 24% in places equipped with air conditioning.^[93]

Air conditioning caused various shifts in demography, notably that of the United States starting from the 1970s. In the US, the birth rate was lower in the spring than during other seasons until the 1970s but this difference then declined since then.^[94] As of 2007, the Sun Belt contained 30% of the total US population while it was inhabited by 24% of Americans at the beginning of the 20th century.^[95] Moreover, the summer mortality rate in the US, which had been higher in regions subject to a heat wave during the summer, also evened out.^[7]

The spread of the use of air conditioning acts as a main driver for the growth of global demand of electricity.^[96] According to a 2018 report from the International Energy Agency (IEA), it was revealed that the energy consumption for cooling in the United States, involving 328 million Americans, surpasses the combined energy consumption of 4.4 billion people in Africa, Latin America, the Middle East, and Asia (excluding China).^[8] A 2020 survey found that an estimated 88% of all US households use AC, increasing to 93% when solely looking at homes built between 2010 and 2020.^[97]

Space cooling including air conditioning accounted globally for 2021 terawatt-hours of energy usage in 2016 with around 99% in the form of electricity, according to a 2018 report on air-conditioning efficiency by the International Energy Agency.^[8] The report predicts an increase of electricity usage due to space cooling to around 6200 TWh by 2050,^[8][98] and that with the progress currently seen, greenhouse gas emissions attributable to space cooling will double: 1,135 million tons (2016) to 2,070 million tons.^[8] There is some push to increase the energy efficiency of air conditioners. United Nations Environment Programme (UNEP) and the IEA found that if air conditioners could be twice as effective as now, 460 billion tons of GHG could be cut over 40 years.^[99] The UNEP and IEA also recommended legislation to decrease the use of hydrofluorocarbons, better building insulation, and more sustainable temperature-controlled food supply chains going forward.^[99]

Refrigerants have also caused and continue to cause serious environmental issues, including ozone depletion and climate change, as several countries have not yet ratified the Kigali Amendment to reduce the consumption and production of hydrofluorocarbons.^[100] CFCs and HCFCs refrigerants such as R-12 and R-22, respectively, used within air conditioners have caused damage to the ozone layer,^[101] and hydrofluorocarbon refrigerants such as R-410A and R-404A, which were designed to replace CFCs and HCFCs, are instead exacerbating climate change.^[102] Both issues happen due to the venting of refrigerant to the atmosphere, such as during repairs. HFO refrigerants, used in some if not most new equipment, solve both issues with an ozone damage potential (ODP) of zero and a much lower global warming potential (GWP) in the single or double digits vs. the three or four digits of hydrofluorocarbons.^[103]

Hydrofluorocarbons would have raised global temperatures by around 0.3–0.5 °C (0.5–0.9 °F) by 2100 without the Kigali Amendment. With the Kigali Amendment, the increase of global temperatures by 2100 due to hydrofluorocarbons is predicted to be around 0.06 °C (0.1 °F).^[104]

Alternatives to continual air conditioning include passive cooling, passive solar cooling, natural ventilation, operating shades to reduce solar gain, using trees, architectural shades, windows (and using window coatings) to reduce solar gain.^{[citation needed]}

Socioeconomic groups with a household income below around $10,000 tend to have a low air conditioning adoption,^[42] which worsens heat-related mortality.^[7] The lack of cooling can be hazardous, as areas with lower use of air conditioning correlate with higher rates of heat-related mortality and hospitalizations.^[89] Premature mortality in NYC is projected to grow between 47% and 95% in 30 years, with lower-income and vulnerable populations most at risk.^[89] Studies on the correlation between heat-related mortality and hospitalizations and living in low socioeconomic locations can be traced in Phoenix, Arizona,^[105] Hong Kong,^[106] China,^[106] Japan,^[107] and Italy.^[108][109] Additionally, costs concerning health care can act as another barrier, as the lack of private health insurance during a 2009 heat wave in Australia, was associated with heat-related hospitalization.^[109]

Disparities in socioeconomic status and access to air conditioning are connected by some to institutionalized racism, which leads to the association of specific marginalized communities with lower economic status, poorer health, residing in hotter neighborhoods, engaging in physically demanding labor, and experiencing limited access to cooling technologies such as air conditioning.^[109] A study overlooking Chicago, Illinois, Detroit, and Michigan found that black households were half as likely to have central air conditioning units when compared to their white counterparts.^[110] Especially in cities, Redlining creates heat islands, increasing temperatures in certain parts of the city.^[109] This is due to materials heat-absorbing building materials and pavements and lack of vegetation and shade coverage.^[111] There have been initiatives that provide cooling solutions to low-income communities, such as public cooling spaces.^[8][111]

Buildings designed with passive air conditioning are generally less expensive to construct and maintain than buildings with conventional HVAC systems with lower energy demands.^[112] While tens of air changes per hour, and cooling of tens of degrees, can be achieved with passive methods, site-specific microclimate must be taken into account, complicating building design.^[12]

Many techniques can be used to increase comfort and reduce the temperature in buildings. These include evaporative cooling, selective shading, wind, thermal convection, and heat storage.^[113]

Passive daytime radiative cooling (PDRC) surfaces reflect incoming solar radiation and heat back into outer space through the infrared window for cooling during the daytime. Daytime radiative cooling became possible with the ability to suppress solar heating using photonic structures, which emerged through a study by Raman et al. (2014).^[122] PDRCs can come in a variety of forms, including paint coatings and films, that are designed to be high in solar reflectance and thermal emittance.^[121][123]

PDRC applications on building roofs and envelopes have demonstrated significant decreases in energy consumption and costs.^[123] In suburban single-family residential areas, PDRC application on roofs can potentially lower energy costs by 26% to 46%.^[124] PDRCs are predicted to show a market size of ~$27 billion for indoor space cooling by 2025 and have undergone a surge in research and development since the 2010s.^[125][126]

Hand fans have existed since prehistory. Large human-powered fans built into buildings include the punkah.

The 2nd-century Chinese inventor Ding Huan of the Han dynasty invented a rotary fan for air conditioning, with seven wheels 3 m (10 ft) in diameter and manually powered by prisoners.^{[127]: 99, 151, 233â€ÅÂÂÂÂ}  In 747, Emperor Xuanzong (r. 712–762) of the Tang dynasty (618–907) had the Cool Hall (Liang Dian 涼殿) built in the imperial palace, which the Tang Yulin describes as having water-powered fan wheels for air conditioning as well as rising jet streams of water from fountains. During the subsequent Song dynasty (960–1279), written sources mentioned the air conditioning rotary fan as even more widely used.^{[127]: 134, 151â€ÅÂÂÂÂ} 

In areas that are cold at night or in winter, heat storage is used. Heat may be stored in earth or masonry; air is drawn past the masonry to heat or cool it.^[13]

In areas that are below freezing at night in winter, snow and ice can be collected and stored in ice houses for later use in cooling.^[13] This technique is over 3,700 years old in the Middle East.^[128] Harvesting outdoor ice during winter and transporting and storing for use in summer was practiced by wealthy Europeans in the early 1600s,^[15] and became popular in Europe and the Americas towards the end of the 1600s.^[129] This practice was replaced by mechanical compression-cycle icemakers.

In dry, hot climates, the evaporative cooling effect may be used by placing water at the air intake, such that the draft draws air over water and then into the house. For this reason, it is sometimes said that the fountain, in the architecture of hot, arid climates, is like the fireplace in the architecture of cold climates.^[11] Evaporative cooling also makes the air more humid, which can be beneficial in a dry desert climate.^[130]

Evaporative coolers tend to feel as if they are not working during times of high humidity, when there is not much dry air with which the coolers can work to make the air as cool as possible for dwelling occupants. Unlike other types of air conditioners, evaporative coolers rely on the outside air to be channeled through cooler pads that cool the air before it reaches the inside of a house through its air duct system; this cooled outside air must be allowed to push the warmer air within the house out through an exhaust opening such as an open door or window.^[131]

• Air filter
• Air purifier
• Cleanroom
• Crankcase heater
• Energy recovery ventilation
• Indoor air quality
• Particulates

• U.S. patent 808,897 Carrier's original patent
• U.S. patent 1,172,429
• U.S. patent 2,363,294
• Scientific American, "Artificial Cold", 28 August 1880, p. 138
• Scientific American, "The Presidential Cold Air Machine", 6 August 1881, p. 84