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Heating Boiler Operation Details - 39 Steps
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• Hot Water Heating Boiler Operation Details - 39 steps in hydronic heating boiler operation
• How to inspect & repair central heating systems
• What are the basic components of heating systems?
• Troubleshooting heating system boiler, furnace, burner, controls, or heat distribution problems
• Baseboard, radiator, convector heat inspection, defects, repairs

This article describes how a hot water heating system (hydronic heat) actually works, step by step, to heat a building. This website answers most questions about central heating system troubleshooting, inspection, diagnosis, and repairs. We describe how to inspect residential heating systems to inform home owners, buyers, and home inspectors of common heating system defects. The articles at this website describe the basic components of a home heating system, how to find the rated heating capacity of an heating system by examining various data tags and components, how to recognize common heating system operating or safety defects, and how to save money on home heating costs. We include product safety recall and other heating system hazards. The limitations of visual inspection of heating systems are described. We continue to add to and update this text as new details are provided. Contact us to suggest text changes and additions and, if you wish, to receive online listing and credit for that contribution. © Copyright 2008 Daniel Friedman, All Rights Reserved. Information Accuracy & Bias Pledge is at below-left. Use the links at page left to navigate this document or to go to Other Website Topics. Green links at left show where you are in our document & website.

Heating Boiler Inspection by Sequence of Operation

Training in proper operation sequence of heating system equipment and in the function of its controls is a step towards technical correctness. If you do not understand how a mechanical system works you cannot reliably expect to observe missing or defective components. This discussion is an exercise using sequence of operation to work for completeness. It is not technically exhaustive, it focuses on a specific example: oil-fired hot water, zoned, heating system.

Examine the accessible parts of the heating system. Let your eye travel from component to component in the sequence of operation. Apply the inspection logic discussed earlier, at each step. Consider the implications should each component be missing, damaged, inoperative, leaky, noisy, sooty, repaired by an amateur, etc.

Think through the operating sequence as you examine each component in that order. The following are the steps in one common set-up. This list is lengthy and detailed. The actual visual examination may take only a few minutes.

How a Heating System Works - 39 Steps in the Operation of a Heating System

What follows is a detailed, step by step description of how a heating boiler works. We name each heating system component and what it does, in the order that heating system components operate during the heating cycle. Items shown in [brackets] are ones which may not be present on some heating systems.

1. Room temperature drops, a condition sensed by one or more thermostats installed to control building temperature.
2. Room thermostat senses the temperature drop and switches "on" - the thermostat is basically an "on-off" switch that calls for heat. ASHI 9.1.A.2 normal operating controls
3. [If Zone valves are installed, each is controlled by an individual thermostat; the zone valve opens and] [If no zone valves are installed each thermostat controls one (or more) hot water circulators. In response to the thermostat (or zone valve end-switch) the hot water circulator [starts] [except in Canada where circulators may be set up to run continuously and where the thermostat directly turns on the oil burner] [Circulator usually located on cooler return-side of the distribution piping loop-longer life.]
4. Boiler temperature and pressure are indicated on the Temperature/Pressure gauge and should show an increase in the boiler water, not to exceed normal operating limits (200 deg F or less and less than 30 psi)
5. Hot heating water leaves boiler, passing by the ...
6. Air scoop (not always present; this component purges air in the hot water heat piping to avoid air-bound heating baseboards or radiators)
7. [Air purge] (Mounted on top of the air scoop, a brass fitting with a Schrader valve which permits air to escape. This component is not always present;these are often leaky or sealed off). Air purge valves, manual or automatic, may also be located at other spots on piping, baseboards, or hot water radiators themselves.
8. [Automatic] water feeder (normally the manual valve for water supply to boiler is "on", the automatic valve is closed unless the boiler pressure drops below 12-15 psi.This valve is often also a backflow-preventer.)
9. Expansion tank (if waterlogged this tank will cause hot water dumping at the relief valve)(is there an old expansion tank in the attic? if so the boiler system may have no relief valve and may rely on this attic tank and an overflow pipe which itself may flow outside or to a building drain. Modern systems which have a smaller expansion tank right at the boiler will also include a relief valve on (best) or close to the heating boiler itself and won't rely on a remote attic expansion tank.
10. [Zone valve] (not always used, shorter life if installed on the on the "hot" supply side of <->piping)
11. Hot water from the boiler enters the heating distribution piping (watch for mineral salts indicating small clogged leaks)
12. Hot water then passes through heating baseboards or radiators or wall convectors - which warm the room and thus the ... ASHI 9.1.A.6 heat distribution systems including fans, pumps, ducts and piping with supports, dampers, insulation, air filters, registers, radiators, fan-coil units, convectors
13. Room thermostat senses the heat increase as hot water from the boiler passes through and radiates heat from heating devices nearby
14. Hot water continues passing through more distribution piping as it returns to heating boiler, flowing past
15. aZone service drain (drain valves installed on each heating zone piping, usually at or close to the boiler) and [flow balancing valves usually installed right at the zone drains] (are they leaky?)
16. [Circulator pump] (if it's not a convection system used on older houses)
17. The cooler "hot water" finally passes back into the boiler itself.
18. Temperature in the boiler drops as cooler water returns and lowers temperature therein.
19. Temperature sensor feels the temp drop and tells the ...
20. Primary control or high-limit control senses that the temperature is falling inside the boiler, but nothing happens (in the U.S.) until ...
21. Temperature drops about 15 deg F below the HI setting on the heating boiler Primary Control (such as a Honeywell R8182D boiler control). Then the
22. Primary control turns on the oil burner (watch for drip/leak damage onto the control from above as that will damage this costly component) (Canadian systems: thermostat may activate burner directly.)
23. the [oil fired] Oil Burner pumps oil from the tank through ... (did we see the tank? is there an oil filter?) [gas fired heating boilers open a gas valve and feed this fuel from an incoming LP or natural gas line]
24. [Copper] fuel line (and possibly sends excess back through a return line)
25. [Past one or more Fire-o-Matic safety valves] (fusible link used in some jurisdictions) through the pump unit, sending ...
26. High pressure (100 to 120 psi) oil to burner nozzle for spray into fire chamber (are the combustion chamber and chamber liner ok?)
27. The Ignition Transformer (on oil burner systems) makes high voltage which is sent as a spark to ignite oil (tar ooze at transformer means the unit is failing, maybe from backpressure and overheating) and ...
28. Blower unit sends combustion air into the fire chamber... (is there adequate combustion air? how about when the boiler room door is closed?)
29. Oil begins to burn (rough noisy or smoky start or stumbling noisy poor shut-down of the burner, smoke, soot, odor, noise mean improper system operation)
30. Hot gases from burning fuel pass through tubes in steel or between sections in cast iron boiler, heating that metal, thus sending heat back into the heating water through the heat exchanger. (soot acts as insulation, slows heat transfer, increases temperatures in the flue, and increases heating costs -- was the boiler cleaned recently?)
31. Hot gases are collected at top of boiler and sent out through exhaust flue (metal pipe connecting the boiler to the chimney) ...
32. Where the barometric damper (located on the flue pipe usually just above or close to the boiler) assures proper and even draft; hot gases continue ..., up
33. Up the chimney to outdoors. - ASHI 9.1.A.4 chimneys, flues, and vents (is the chimney improperly shared or vented to multiple floors?) ASHI 9.1.A.5 solid fuel heating devices [e.g. wood and coal stoves]
34. Boiler temperature rises up to the "HI" limit as the burner continues to operate. (Thinking of High, this is a good time to take a look for a pressure relief valve and look for defects there: leaking, corroded, not piped to floor, reduced diameter piping.)
35. Sensor mounted inside the boiler water monitors temperature there and informs Primary Control when the "HI" limit is reached, causing the control to turn off the burner-(is there a noisy, rough, stumbling sloppy burner shut down? if so service is needed) (Circulator is continuing to run all during the time that the wall thermostat calls for heat)
36. The room is warm enough according to the thermostat so the ...
37. Thermostat senses the temperature rise and opens its switch. (Special thermostat sophistication and functions excluded here)
38. Circulator stops (except in Toronto or other areas where for comfort and temperature evenness circulators are left running continuously)
39. Burner will either stop then or continue until HI limit is reached.

Comparing Operation of Heating Boilers in Canada and the U.S. - Continuous versus Intermittent Hot Water Circulation

On a typical oil fired heating boiler in the U.S. the wall thermostat is controlling the hot water circulator, turning it on or off. It is the tempeature of the water circulating through the system (sensed at the primary control on the heating boiler) that actually turns the oil burner on or off to re-heat the water. That's why the wall thermostat is not an "accelerator" and that's why if the thermostat has been set to 60 degF., and the room temperature is at 60 degF., and we want to warm up to 68 deg.F., we just need to set the wall thermostat up to 68 deg.F. Setting the thermostat higher than that will not warm the room faster.

On a typical oil fired heating boiler in Canada where temperatures are cooler for more of the year, the circulator pump may be wired to run continuously all during the heating season, whenever power is turned on at the boiler. On these systems, the wall thermostat turns the oil burner on or off directly in response to room temperature.

This design tends to produce more even temperatures in the home, and it has an advantage which should be considered by anyone who owns an older home where drafts or poor insulation mean that there is a high risk of freezing heating pipes (freezing can occur in a heating distribution pipe, baseboard, or radiator when heat temperatures are set low and some corner or elbow or location of piping is exposed to very low temperatures.

If heating pipes freeze the result is loss of heat even if the boiler and circulator try to turn on, which in turn means there is risk of burst piping, water damage, mold contamination, or other costly problems. By forcing the water in the heating system to circulate continuously the risk of this freeze-up is greatly reduced.

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More expert information on this topic

More Information on Inspecting and Repairing Heating Systems

• Carbon Dioxide Gas Toxicity
• Carbon Monoxide Gas Toxicity, exposure limits, poisoning symptoms, and inspecting buildings for CO hazards
• Dust from HVAC? An Investigation of Indoor Dust Debris Blamed on a Heating/Cooling System Reveals Carpet Dust
• Goodman Furnace High Temperature Plastic Vent HTPV safety recall US CPSC notice
• Home Heating System Should Be Checked [for proper venting and for CO Carbon Monoxide Hazards - DJF]
• Inspection Procedures for Oil-Fired Heating Systems Detailed step by step approaches for inspecting complex systems]
• Lennox Pulse Furnace Safety Inspection/Warranty Program: Carbon Monoxide Warning
• Oil Tanks - The Oil Storage Tank Information Website: Buried or Above Ground Oil Tank Inspection, Testing, Cleanup, Abandonment of Oil Tanks
• Oil Tanks Above Ground, UL Standards, guidance for home owners, buyers, and inspectors
• Plastic Heating Vent Pipe & Other Heating Safety Recall Notices
• Weil McLain Model GV Gas Boiler/gas valve CPSC recall/repair
• Domestic and Commercial Oil Burners, Charles H. Burkhardt, McGraw Hill Book Company, New York 3rd Ed 1969.
• National Fuel Gas Code (Z223.1) $16.00 and National Fuel Gas Code Handbook (Z223.2) $47.00 American Gas Association (A.G.A.), 1515 Wilson Boulevard, Arlington, VA 22209 also available from National Fire Protection Association, Batterymarch Park, Quincy, MA 02269. Fundamentals of Gas Appliance Venting and Ventilation, 1985, American Gas Association Laboratories, Engineering Services Department. American Gas Association, 1515 Wilson Boulevard, Arlington, VA 22209. Catalog #XHO585. Reprinted 1989.
• The Steam Book, 1984, Training and Education Department, Fluid Handling Division, ITT [probably out of print, possibly available from several home inspection supply companies] Fuel Oil and Oil Heat Magazine, October 1990, offers an update,
• Principles of Steam Heating, $13.25 includes postage. Fuel oil & Oil Heat Magazine, 389 Passaic Ave., Fairfield, NJ 07004.
• The Lost Art of Steam Heating, Dan Holohan, 516-579-3046 FAX
• Principles of Steam Heating, Dan Holohan, technical editor of Fuel Oil and Oil Heat magazine, 389 Passaic Ave., Fairfield, NJ 07004 ($12.+1.25 postage/handling).
• "Residential Steam Heating Systems", Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel, CT 06801 800/227-1663 [home inspection training material] 1987
• "Residential Hydronic (circulating hot water) Heating Systems", Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel, CT 06801 800/227-1663 [home inspection training material] 1987
• "Warm Air Heating Systems". Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel, CT 06801 800/227-1663 [home inspection training material] 1987
• Heating, Ventilating, and Air Conditioning Volume I, Heating Fundamentals,
• Boilers, Boiler Conversions, James E. Brumbaugh, ISBN 0-672-23389-4 (v. 1) Volume II, Oil, Gas, and Coal Burners, Controls, Ducts, Piping, Valves, James E. Brumbaugh, ISBN 0-672-23390-7 (v. 2) Volume III, Radiant Heating, Water Heaters, Ventilation, Air Conditioning, Heat Pumps, Air Cleaners, James E. Brumbaugh, ISBN 0-672-23383-5 (v. 3) or ISBN 0-672-23380-0 (set) Special Sales Director, Macmillan Publishing Co., 866 Third Ave., New York, NY 10022. Macmillan Publishing Co., NY
• Installation Guide for Residential Hydronic Heating Systems
• Installation Guide #200, The Hydronics Institute, 35 Russo Place, Berkeley Heights, NJ 07922
• The ABC's of Retention Head Oil Burners, National Association of Oil Heat Service Managers, TM 115, National Old Timers' Association of the Energy Industry, PO Box 168, Mineola, NY 11501. (Excellent tips on spotting problems on oil-fired heating equipment. Booklet.)

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