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Photograph of  a modern oil-fired heating boilerHeating Boiler Operation Details

39 Steps sequence in the operation of hydronic heating systems

  • POST a QUESTION or COMMENT about how a heating boiler or hydronic heating system works and about the sequence of steps in its operation

How does a heating boiler work - what are the steps in its operating sequence?

This article describes how a hot water heating system (hydronic heat) actually works, step by step, to heat a building.

An understanding of the sequence of steps in the operation of a heating system, from the moment that a thermostat calls for heat until the moment that the thermostat stops calling for heat, can help us diagnose and fix many heating system problems.

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- Daniel Friedman, Publisher/Editor/Author - See WHO ARE WE?

How Heating Boilers Work & are Diagnosed: Heating Boiler Inspection by Sequence of Operation

Photograph of  a modern oil-fired heating boilerAn understanding of the sequence of steps in the operation of a heating system, from the moment that a thermostat calls for heat until the moment that the thermostat stops calling for heat can help us diagnose and fix many heating system problems.

Here we describe each step in the operation of a forced hot water heating boiler in response to a call for heat from the thermostat, and we guide you as an inspector or repair technician, by looking at each component in the boiler system.

First: How to Inspect A 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

at HEATING INSPECTION CONCEPTS

at each step. Consider the implications should any 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.

While this list is lengthy and detailed, the actual visual examination may take only a few minutes.

Article Contents

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. We include links to technical articles that explain the operation of various heating system components and parts.

The following steps in a heating boiler operating sequence are discussed as part of a complete heating system inspection procedure for hydronic or hot water heat beginning

at HEATING BOILER INSPECTION GUIDE.

For steam heating systems, details are

at STEAM HEATING SYSTEMS.

Similar information is provided for warm air heating systems

at FURNACE OPERATION DETAILS.

  1. Room temperature drops

    a condition sensed by one or more thermostats installed to control building temperature.

    See HEAT LOSS in BUILDINGS for more details.
  2. Room thermostat senses the temperature drop and switches on -

    the thermostat is basically an "on-off" switch that calls for heat.

    See THERMOSTATS
  3. If Zone valves are installed

    each is controlled by an individual thermostat; the zone valve opens

    or If no zone valves are installed

    each thermostat controls and turns-on 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 boiler itself.

    Note: the heating water circulator is usually located on cooler return-side of the distribution piping loop where the returning heating water re-enters the boiler.

    This is a cooler location that gives the circulator and its motor a longer life.

    See ZONE VALVES, HEATING
  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)

    See GAUGES ON HEATING EQUIPMENT
  5. Hot heating water leaves boiler

    heading towards the heat-radiating devices in the occupied building space, passing by the ...
  6. Air scoop, air separator, air purger

    (not always present; this component removes air in the hot water heat piping to stop hot water heating system noise and to avoid air-bound heating baseboards or radiators)

    See AIR SCOOPS SEPARATORS PURGERS
  7. Air vent or purge valve

    (mounted on top of the air scoop, a brass fitting with a Schrader valve which permits any air in the boiler or piping in this area 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.

    See AIR BLEEDER VALVES
  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.)

    This device might add water to the boiler as needed.

    See WATER FEEDER VALVES, HYDRONIC BOILER
  9. Expansion tank

    (if waterlogged, this tank will cause hot water dumping at the relief valve). This device absorbs the initial pressure increase in the system - preventing unnecessary spillage at the pressure-relief valve.

    If you don't see an expansion tank check: 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.

    See EXPANSION TANKS
  10. Zone valve

    (not always used, shorter life if installed on the "hot" supply side of the heating water loop piping)
    See ZONE VALVES, HEATING
  11. Hot water from the boiler enters the heating distribution piping

    (watch for mineral salts indicating small clogged leaks) where it continues towards the occupied space in the building.
  12. Hot water then passes through heating baseboards or radiators or wall convectors

    which warm the room air by air convection and by heat radiation, and thus the...

    See RADIATORS for ROOM HEAT

    and AIR BLEEDER VALVES
  13. Room thermostat

    senses the heat increase as hot water from the boiler passes through and radiates heat from heating devices nearby.

    When the room temperature reaches the thermostat setting, the thermostat will STOP calling for heat.

    See THERMOSTATS
  14. Hot water continues

    passing through more distribution piping as it returns to heating boiler, flowing past
  15. A Zone service drain

    (drain valves installed on each heating zone piping, usually at or close to the boiler) and also past any flow balancing valves - if present - usually installed right at the zone drains to continue through the
  16. Circulator pump

    (if it's not a convection system or "gravity hot water heating system" used on older houses) and then the

    See CIRCULATOR PUMPS & RELAYS
  17. The cooler hot water finally passes back into the boiler itself

    having given up much of its heat to the occupied space in the building.
  18. Temperature in the boiler drops

    as cooler water returns and lowers temperature therein.
  19. Temperature sensor

    inserted into the boiler water and connected to the heating boiler aquastat or primary control switch feels the temp drop and tells the ...
  20. Primary control or high-limit control

    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.)

    See AQUASTAT CONTROL FUNCTIONS

    or

    See STACK RELAY SWITCH

    or

    for LP or natural gas systems, the gas valve opens

    and the pilot or intermittent ignition ignites the gas burner

    See GAS REGULATORS & APPLIANCE / HEATER CONTROLS

    See GAS BURNER & GAS VALVE CONTROLS
  23. The oil fired Oil Burner pumps oil

    from the tank through ... (did we see the oil tank? is there an oil filter, preferably just ahead of the oil burner?)

    See OIL BURNER INSPECTION & REPAIR

    OR

    the gas gas valve on gas-fueled boilers opens


    to feed LP gas or natural gas to the burner

    See GAS REGULATORS & APPLIANCE / HEATER CONTROLS

    and GAS BURNER & GAS VALVE CONTROLS
  24. The copper (oil or LP gas) or black iron pipe (natural gas) fuel line

    continues to send fuel towards the burner.

    (Some oil burners use a 2-line piping system returns excess oil back to the tank.)

    See OIL TANK PIPING & PIPING DEFECTS

    or

    See GAS PIPING, VALVES, CONTROLS depending on type of heating system fuel used.

    Fuel continues from the supply towards the burner
  25. Fuel flow is controlled by a safety device

    If the fuel is heating oil, the oil continues past one or more Fire-o-Matic safety valves (for oil fuel) (this valve contains fusible link to shut off fuel in case of a fire) through the oil pump unit,

    and through an oil filter canister,

    or

    if the fuel is LP gas or natural gas ,fuel is metered through the gas regulator,

    See GAS REGULATORS & APPLIANCE / HEATER CONTROLS

    sending ...
  26. Fuel to the burner


    If the fuel is heating oil,
    oil is sent at high pressure (100 to 120 psi) heating oil to burner nozzle for spray atomization into fire chamber (are the combustion chamber and chamber liner ok?)

    If the fuel is LP or natural gas, fuel flows into the gas burner assembly
  27. Fuel is ignited

    If the fuel is heating oil
    ,the oil burner 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) (or on gas fired equipment, the pilot light (or electrical igniter) permits a gas valve to open and a gas burner ignites)

    or

    For LP or Natural Gas systems, the gas valve has opened and either the gas fuel is ignited by the standing pilot light or it is ignited by a spark generated by an igniter mechanism.

    see GAS BURNER FLAME & NOISE DEFECTS

    and ...
  28. Combustion air flows in to the burner

    Oil burner's air intake blower unit sends combustion air into the fire chamber...

    or

    the gas burner air intake or power burner blower feeds air to the gas flame.

    (Is there adequate combustion air? how about when the boiler room door is closed?)
  29. Heating fuel begins to burn

    Oil (or LP or natural gas) begins to burn (watch out for rough noisy or smoky start or stumbling noisy poor shut-down of the burner, smoke, soot, odor, noise mean improper system operation)

    Safety controls such as a cad cell on oil burners or a thermocouple flame sensor on gas burners assure successful combustion and will shut down the system if the burner is not operating properly.

    See CAD CELL RELAY SWITCH or


    See STACK RELAY SWITCH for oil burners

    or

    See GAS BURNER & GAS VALVE CONTROLS and

    See THERMOCOUPLE REPAIR / REPLACEMENT
  30. Hot combustion gases from burning heating fuel (oil for oil burners or LP or natural gas for gas burners)

    pass through tubes
     (in steel boilers)

    or between sections (in cast iron boilers), 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 combustion gases are collected

    at top of boiler and sent out through exhaust flue (metal pipe connecting the boiler to the chimney) ...
  32. Combustion gas exhaust draft is regulated

    Where the barometric damper (on oil burners - a draft regulator located on the flue pipe usually just above or close to the boiler OR on gas burners a draft hood located on the gas flue vent connector just above the boiler)

    See DRAFT REGULATORS - barometric dampers) - for oil fired heating equipment

    or a draft hood on gas-fired heating equipment

    See FLUE GAS SPILL SWITCH TRIPPING & RESET assures proper and even draft; hot gases continue ...
  33. Combustion gases are vented up the chimney

    where combustion gases are vented safely outdoors

    OR for direct-vent or sidewall-vented heating equipment

    Combustion gases are vented outside

    through a building side-wall

    See CHIMNEY INSPECTION DIAGNOSIS REPAIR
  34. Boiler temperature rises

    up to the "HI" limit as the burner continues to operate.

    (Thinking of the HIGH limit, 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.)

    See RELIEF VALVE, TP VALVE, BOILER
  35. A boiler water temperature 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)

    See AQUASTAT CONTROL FUNCTIONS or

    See LIMIT CONTROL, SINGLE
  36. The room temperature reaches the room thermostat set temperature

    according to the thermostat so the ...
  37. Thermostat senses the temperature rise and opens its switch

    thus stopping or turning off the call for heat.

    (Special thermostat sophistication and functions such as heat anticipators and short cycle detectors are excluded here)

    See THERMOSTATS
  38. Circulator pump stops

    (except in parts of Canada or other areas where for comfort and temperature evenness, circulators are left running continuously).

    See CIRCULATOR PUMPS & RELAYS
  39. The burner is turned off

    The oil Burner (or gas burner) will either stop, or even if the call for heat continues, the burner will turn OFF if HI limit is reached inside the boiler.

    See AQUASTAT CONTROL FUNCTIONS

    See also OIL BURNERS

    and OIL BURNER NOISE SMOKE ODORS.

    If a LOW WATER CUTOFF CONTROL is installed, the boiler will be shut down if water drops to an unsafe level.

Compare Operation of Heating Boilers in Canada and the U.S.

Continuous vs. 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 temperature 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 reheat the water.

That's why the wall thermostat is not an "accelerator" and that's why, if the thermostat has been set to 60 °F., and the room temperature is at 60 °F., 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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Citations & References

In addition to any citations in the article above, a full list is available on request.

  • 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.)
  • In addition to citations & references found in this article, see the research citations given at the end of the related articles found at our suggested

    CONTINUE READING or RECOMMENDED ARTICLES.


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