Carrier EnergyX 48HC Owner's manual

Target National Account
EnergyXRSystem
Factory Installed Energy Recovery
48/50HC WeatherMasterrCommercial Rooftop Units
12.5 Nominal Ton Units
with Puronr(R--410A) Refrigerant
and I/O Flex 6126 Controls
Supplemental Installation Instructions
This document is a supplemental installation instruction for Target rooftop units
with the EnergyX factory installed Energy Recovery Ventilator. It is to be used with
the base HC 12.5 Ton rooftop unit Installation Instructions.
NOTE: Read the entire instruction manual before starting
the installation
TABLE OF CONTENTS
SAFETY CONSIDERATIONS 2....................
GENERAL 3....................................
INSTALLATION 5...............................
Install Roofcurb 5.............................
Vertical Airflow Configurations 5...............
Horizontal Airflow Configurations 5.............
Rig and Place Unit on Curb 5....................
Install Hold Down Brackets 5..................
Positioning 6.................................
Outside Air Hood Installation 8..................
Exhaust Air Hood Installation 8..................
Make Electrical Connections 9...................
Main Power 9...............................
Control Power 9.............................
Base Unit Components 9.......................
START UP 9..................................
Start--Up Check List 9..........................
Base Unit Evaporator Fan 9.....................
OPERATING SEQUENCE 9.......................
General 9.....................................
Communications 9............................
12.5 Ton Modulating ERV 13.....................
Occupancy 14................................
Modes of Operation 14.........................
Off Mode — 14.............................
Test Mode — 14.............................
Defrost Mode — 14..........................
ERV (DCV) Mode — 14......................
Exhaust Control 15............................
TROUBLESHOOTING 15.........................
Complete ERV Stoppage 15......................
On--board Pressure Transducers 15.................
EnergyX Control Board LEDs 15..................
MAJOR SYSTEM COMPONENTS 15...............
EnergyX Control Board (EXCB) 18...............
Enthalpy Wheel 19............................
Modulating Fan 19............................
Options and Accessories 19.......................
Frost Protection (factory--install only) 19...........
Wheel Motor Status (field install only) 19..........
SERVICE & MAINTENANCE 20..................
Cleaning 20...................................
Wheel and Segment Cleaning 20.................
Filters 20....................................
Outdoor--Air Inlet Screens 20....................
Lubrication 20.................................
Wheel Drive Adjustment 20......................
Wheel Air Seal Adjustment 20....................
Wheel and Segment Removal/Installation 21.........
Wheel Segment Removal/Installation 21...........
Whole Wheel Removal/Installation (36” wheels) 22
..
Outside Air and Exhaust Hood Removal 23..........
Outside Air Hood Removal 23...................
Exhaust Air Hood Removal 24...................
Outside Air and Exhaust Fan Replacement 24........
Outside Air Fan Removal 24....................
Exhaust Fan Removal 26.......................

2
APPENDIX 28..................................
Appendix A — Certified Dimension Drawings 29.....
Appendix B — Exhaust Fan Performance 33.........
EnergyX Modulating Volume 12.5 Ton Unit 33......
Appendix C — Electrical Data 34..................
Table 8 -- 48HC with ERV:
Unit Wire/Fuse or HACR Breaker Sizing Data 34....
Table 9 -- 48HC with ERV and Factory--Installed
HACR Breaker 35.............................
Table 10 -- 48HC with ERV and
2--Speed Indoor Fan Option 36...................
Table 11 -- 48HC with ERV,
Factory--Installed HACR Breaker and
2--Speed Indoor Fan Option 37...................
Table 12 -- 50HC with Electric Heat and ERV:
Unit Wire/Fuse or HACR Breaker Sizing Data 38....
Table 13 -- 50HC with Electric Heat, ERV and
Factory--Installed HACR Breaker 40..............
Table 14 -- 50HC with Electric Heat, ERV
and 2--Speed Indoor Fan Option 42...............
Table 15 -- 50HC with Electric Heat, ERV,
Factory--Installed HACR Breaker and
2--Speed Indoor Fan Option 44...................
Appendix D — I/O Flex 6126 Controller 47..........
Appendix E — Carrier BACview/Virtual BAC view
Commissioning 57..............................
ENERGYX UNIT START--UP CHECKLIST 63.......
SAFETY CONSIDERATIONS
Improper installation, adjustment, alteration, service,
maintenance, or use can cause explosion, fire, electrical
shock or other conditions which may cause personal injury
or property damage. Consult a qualified installer, service
agency, or your distributor or branch for information or
assistance. The qualified installer or agency must use
factory--authorized kits or accessories when modifying this
product. Refer to the individual instructions packaged with
the kits or accessories when installing.
Follow all safety codes. Wear safety glasses and work
gloves. Use quenching cloths for brazing operations and
have a fire extinguisher available. Read these instructions
thoroughly and follow all warnings or cautions attached to
the unit. Consult local building codes and appropriate
national electrical codes (in USA, ANSI/NFPA70,
National Electrical Code (NEC); in Canada, CSA C22.1)
for special requirements.
It is important to recognize safety information. This is the
safety--alert symbol . When you see this symbol on the
unit and in instructions or manuals, be alert to the
potential for personal injury.
Understand the signal words DANGER, WARNING,
CAUTION, and NOTE. These words are used with the
safety--alert symbol.
DANGER identifies the most serious hazards which will
result in severe personal injury or death. WARNING
signifies hazards which could result in personal injury or
death.
CAUTION is used to identify unsafe practices, which
may result in minor personal injury or product and
property damage.
NOTE is used to highlight suggestions which will result in
enhanced installation, reliability, or operation.
EnergyX

3
ELECTRICAL SHOCK HAZARD
Failure to follow this warning could cause personal
injury or death.
Before performing service or maintenance operations
on unit, always turn off main power switch to unit and
install lock(s) and lockout tag(s). Unit may have more
than one power switch. Ensure electrical service to
rooftop unit agrees with voltage an amperage listed on
the unit rating plate.
!WARNING
UNIT DAMAGE HAZARD
Failure to follow this caution may cause equipment
damage.
This unit uses a microprocessor--based electronic
control system. Do not use jumpers or other tools to
short out components or to bypass or otherwise depart
from recommended procedures. Any short--to--ground
of the control board or accompanying wiring may
destroy the electronic modules or electrical
components.
CAUTION
!
CUT HAZARD
Failure to follow this caution may result in personal
injury.
Sheet metal parts may have sharp edges or burrs. Use
care and wear appropriate protective clothing, safety
glasses and gloves when handling parts and servicing
air conditioning equipment.
CAUTION
!
GENERAL
This publication contains Installation, Start--Up, Controls,
Operation, Troubleshooting and Service information for
the EnergyX Energy Recovery System, factory installed
on a 48/50HC (12.5 nominal ton) rooftop unit. This
document is a supplemental installation instruction and is
to be used in conjunction with the base rooftop unit
Installation Instructions.
The EnergyX Energy Recovery system is designed to
pre--condition the outside air prior to it entering the
rooftop unit evaporator using building exhaust air as a
heat sink / source. The EnergyX system provides latent
and sensible energy exchange between the outside
ventilation air and the building exhaust air. This
preconditioning of air allows higher operating
efficiencies, increased comfort control, potential
downsizing of the base rooftop unit while still meeting the
ASHRAE ventilation requirements. Operational cost
savings are realized by the high efficiency Energy
Recovery device meeting the cooling and heating call for
a larger portion of the operating cycle than just a normal
damper or economizer device. This is demonstrated by the
EnergyX AHRI Guideline--V Combined Efficiency Factor.
EnergyX HC14 units are shipped in the vertical supply
and return duct configurations only. A field installed
horizontal curb adapter kit is available for horizontal
return and supply configuration.
The EnergyX Energy Recovery Wheel is rated in
accordance with AHRI 1060 and is UL listed.
See Table 1 for Physical Data.
EnergyX

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Physical Data
Table 1 – Physical Data
Model 48/50HC Size 14 (12.5 Ton)
EnergyX Unit Type Modulating Air Flow Capability
ERV WHEEL OA (CFM) 1,875
ERV WHEEL EA (CFM) 1,550
ENERGY RECOVERY WHEEL
TYPE Enthalpy Lightweight Polymer with Silica Gel Desiccant Coating
MODEL (AirXchange) ERC-3019C
SIZE (Dia. X Depth) (in.) 3 0 --- i n x 3 --- i n
NOMINAL DRIVE MOTOR HP 0.1
SUPPLY FAN #1
QTY - TYPE 1 - Impeller
DRIVE TYPE Direct
BLOWER SIZE (DIAMETER) 15.74 --- in (400mm)
NOMINAL MOTOR HP 1.179
EXHAUST FAN #1
QTY - TYPE 1 - Impeller
DRIVE TYPE Direct
BLOWER SIZE 19.68 --- in (500mm)
NOMINAL MOTOR HP 3.619
FILTERS
TYPE 2-in. Pleated, 30% Efficiency
SUPPLY AIR (QTY) - SIZE ( 2 ) 1 6 --- i n x 2 0 --- i n x 2 --- i n
EXHAUST AIR (QTY) - SIZE ( 2 ) 1 6 --- i n x 2 0 --- i n x 2 --- i n
TYPE Aluminum Water Filter
Water Entrapment (QTY) - SIZE (1) 48.219---in x 17.15---in x 1---in
EnergyX

5
INSTALLATION
An EnergyX unit is installed as a single piece unit. To
install an EnergyX unit, follow the base rooftop unit
installation instructions with the following exceptions and
additions:
Install Roofcurb
Vertical Airflow Configurations —
The EnergyX unit uses the standard HC base unit
roofcurb. No extra curb support rails or extensions are
required. See the unit nameplate for model number
designation. Refer to the base rooftop installation manual
and “Install Hold Down Brackets” below for roofcurb
instructions. Ductwork must be attached to the curb.
Rig and Place Unit on Curb
Inspect the EnergyX system for damage. File a claim with
the shipping company if shipment is incomplete or damaged.
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage.
All panels must be in place when rigging. Unit is not
designed for handling by fork truck.
CAUTION
!
Install Hold Down Brackets —
Target curbs and curb adapters include hold down brackets
provided by the roof curb manufacturer. Brackets must be
installed on curb and attached to unit base rails. See Fig. 1
for details
If using EnergyX unit with a curb adapter, the curb
adapter must be secured to existing curb, and the curb
adapter secured to the unit with hold down brackets.
NOTE: Hold down brackets must be affixed to the curb
and rooftop unit prior to removing rigging support.
See the rigging label on the exterior of the base unit and
Fig. 2. This label is provided for guidance purposes
ONLY. The unit’s actual weight and center of gravity will
vary based on the specific combination of factory options
included with the unit. Use prudent judgment when
rigging and lifting the unit to account for weight variances
and make adjustments for the actual center of gravity as
necessary.
RTU HOLD-DOWN BRACKET
SCREW LOCATION
TYPICAL, 8-PLACES
BRACKET LOCATION ON ROOF CURB
HOLD-DOWN BRACKETS
PROVIDED BY ROOF CURB MANUFACTURER
TYPICAL - 6 PLACES
INSTALL BRACKETS WITH THE TEK SCREWS
INCLUDED BY THE ROOF CURB MANUFACTURER,
8 - SCREWS PER BRACKET
(SEE DETAIL BELOW)
BRACKET INSTALLATION TO BASE RAIL
DETAIL: RTU HOLD-DOWN BRACKET INSTALLATION
ROOFTOP UNIT
RIGID INSULATION
ROOF CURB
ROOF MEMBRANE
ROOF DECK
NEOPRENE GASKET
WOOD NAILER
TEK SCREW, TYPICAL
SUPPLIED BY ROOF CURB
MANUFACTURER
BRACKET, SUPPLIED
BY ROOF CURB
MANUFACTURER
C13080
Fig. 1 -- SRT ERV Hold Down Brackets —
Location and Installation
EnergyX

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NOTE: Units with “*****--T” in the model number are for Target only!
C12813
Fig. 2 -- Rigging Label, 48--50HC Size 14 Units With ERV
Positioning
Maintain unit clearances as listed as shown in Fig. 3 for
minimum distance from combustible materials, proper
airflow, and service access. Follow all local codes for proper
clearances – the local code requirements take precedence
over any clearance listed in this document. Contact your
local Carrier representative for clearance obstructions and
any potential resulting affect on unit warranty.
Follow all other curb, rigging, and positioning installation
guidance in base rooftop unit installation instructions.
EnergyX

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D
C
A
E
B
C13081
LOCATION DIMENSION CONDITION
A
48---in (1219 mm)
18---in (457 mm)
18---in (457) mm
12---in (305 mm)
Unit disconnect is mounted on panel
No disconnect, convenience outlet option
Recommended service clearance
Minimum clearance
B36---in (914 mm) Recommended service clearance
C54---in (1372 mm) Recommended service clearance
D
48---in (1219 mm)
42---in (1067 mm)
36---in (914 mm)
Special
No flue discharge accessory installed, surface is combustible material
Surface behind servicer is grounded (e.g., metal, masonry wall, another unit)
Surface behind servicer is electrically non--- conductive (e.g., wood, fiberglass)
Check for adjacent units or building fresh air intakes within 10---ft (3 m) of this unit’s flue outlet
E36---in (914 mm) Recommended service clearance
NOTE: Unit not designed to have overhead obstruction. Contact Application Engineering for guidance on any application
planning overhead obstruction or for vertical clearances.
Fig. 3 -- Clearances for ERV on Size 14 HC Base Units
EnergyX

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Outside Air Hood Installation
1. Gasket the entire perimeter of the outside air hood
along the flange using gasket provided.
2. Connect the green tubing from the hood to the top
quick connect (labeled “HIGH”).
3. Connect yellow tubing from the hood to the bottom
quick connect (labeled “LOW”).
4. Attach outside air hood to ERV by fastening the
provided seal tek screws around the perimeter of the
outside air hood (see Fig. 4).
Exhaust Air Hood Installation
1. Gasket the entire perimeter of the exhaust air hood
along the flange using gasket provided.
2. Attach exhaust air hood to ERV by fastening the
provided seal tek screws around the perimeter of the
exhaust air hood (see Fig. 5).
Detail “A”
High and Low
Quick Connects
A
C11491
Fig. 4 -- Outside Air Hood Installation
C13082
Fig. 5 -- Exhaust Air Hood Installation
EnergyX

9
Make Electrical Connections
See the base unit name plate for the ETL certified
singlepoint electrical values and component electrical
information. See the base unit control box and EnergyX
access doors for the electrical wiring diagrams specific to
each section.
Main Power —
Follow all base unit installation instructions, using
electrical values shown on unit nameplate; only one main
power supply is required The EnergyX base rooftop unit
and energy recovery module is ETL listed as a single
point power supply only.
On some voltage ERV’s, there is a step down transformer
that is factory supplied to power components that are not
line side voltage. Field wiring or alteration of these
components is neither required nor desired.
UNIT DAMAGE HAZARD
Failure to follow this caution may result in equipment
damage.
Some electric heat modules require a dual--point
electrical service connection independent from all
other electrical circuits in the unit. Consult the unit
installation instructions, unit wiring diagrams and/or
electric heater installation instructions for verification.
CAUTION
!
Control Power —
Follow all base unit installation instructions for low
voltage wiring. The ERV control board is factory wired
into the base unit communications. All external control
wires still connect to the RTU terminal strip as in the base
unit installation instructions.
See Appendix D of this manual for details on connections
for the I/O Flex 6126 controller.
Base Unit Components
Follow the base unit installation instructions to install all
other base unit components, including (but not limited to)
flue hoods, condensate trap and other accessory devices.
START UP
The EnergyX unit is operated in coordination with the
base rooftop unit. Follow the base unit instructions and
Controls book for proper start--up with addition of the
following:
Start--Up Check List
Use the EnergyX Start--Up checklist (see page 59) in
conjunction with the base unit Start--Up checklist from the
base Controls book. Fill in all blank data entries that are
applicable to the exact unit being installed. The ERV
model and serial numbers are printed in the ERV control
box. Save the checklist for future service and maintenance
use. It is recommended that a copy of the checklist be left
with the unit in the literature slot on the base unit control
box access door.
Base Unit Evaporator Fan
First follow the base unit instructions to balance the RTU
indoor fan. The ERV fans should be off during base unit
fan set--up. Before start--up and testing the ERV, verify
that the minimum damper positions are set to 0 and if not
change them to 0.
OPERATING SEQUENCE
General
An EnergyX unit is a 48/50HC rooftop unit and energy
recovery ventilator (ERV). It operates the ERV module in
an integrated manner with the base rooftop unit. The base
rooftop unit functions per the base unit sequence of
operation. The ERV will operate based on communication
from the I/O Flex 6126 controller. The following section
discusses the ERV operation in detail. In summary, the
ERV operates to provide pre--conditioned outside air for
ventilation requirements.
In general the ERV monitors occupancy and indoor fan
state of the base unit to determine when to activate. The
outside air fan bring in outside air which passes it through
the enthalpy wheel and into the rooftop unit. The building
return air is pulled through the enthalpy wheel by the
exhaust fan and released outside. During operation the
enthalpy wheel is rotating to use the building air to
pre--condition the outside air.
IMPORTANT: Refer to Appendix D for details on the
I/O Flex controller fo the EnergyX system.
Communication
The ERV relies on communication with I/O Flex 6126 to
operate. The ERV monitors I/O Flex 6126 points to
determine operation. The ERV writes to values in I/O Flex
6126 to provide the user with its running status. If
communication is lost the ERV will shut down and remain
in the Off mode until communication is established. Refer
to the troubleshooting section for details on
communication failures. Table 2 shows the I/O Flex 6126
points that the ERV monitors for operation and a brief
description of their functions. Table 3 shows the I/O Flex
6126 points that the ERV uses for its configurations and a
brief description of each. Table 4 shows the I/O Flex 6126
points that the ERV writes to based on its running status.
EnergyX

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Table 2 – Inputs -- Points the ERV Read
Value Expanded Text Range Units Default Function
NVO_MODE nvoUnitStatus.mode xxxx Determine what mode RTU is in
OCCUPIED Currently Occupied No/Yes Determine if RTU is occupied
IDFSTATE Indoor Fan State Off/On Determine if the RTU indoor fan is
running
FANSPEED Commanded Fan Speed xxx %Determine if the RTU indoor fan is
running
IAQ IAQ Level (sensor) xxxx Space CO2 sensor level (PPM)
IAQIN IAQ Level (switch) Low/High Determine if CO2 is high or low
SAT Supply Air Temperature xxx.x °F RTU supply air temp
OA_TEMP Outdoor Air Temperature xxx.x °F RTU Outdoor Temp
SPACE_T Space Temperature xxx.x °F Building Space Air Temp
RETURN_T Return Air Temperature xxx.x °F Building Return Air Temp
PE_1 Power Exhaust 1 Relay Off/On N/A
PE_2 Power Exhaust 2 Relay Off/On N/A
IAQANCFG IAQ Analog Input Config 0=No IAQ
1=DCV
2=Override IAQ
3=Ctrl Min Pos
0: no FIOP
1: FIOP
Tells if a sensor is installed for DCV or
override
IAQANFAN IAQ Analog Fan Config 0=Never
1=Occupied
2=Always
0Tells if the ERV can run during
unoccupied for high CO2
IAQINCFG IAQ Switch Input Config 0=No IAQ
1=DCV N/O
2=DCV N/C
3=Override N/O
4=Override N/C
0Tells if a switch is installed for DCV or
override
IAQINFAN IAQ Switch Fan Config 0=Never
1=Occupied
2=Always
0Tells if the ERV can run during
unoccupied for high CO2
DAQ_LOW AQ Differential Low 0 to 5000 100 Sets indoor/outdoor PPM difference to
start ventilating more
DAQ_HIGH AQ Differential High 0 to 5000 700 Sets indoor/outdoor PPM at which max
vent occurs
IAQOVPOS IAQ Override Position 0 to 100 %100 Sets OA fan speed during override
S_WHEEL OAU Wheel Test 0 to100 % 0 Test wheel while in test mode
S_OAFAN OAU OA Fan Speed Test 0 to100 % 0 Test intake fan(s) while in test mode
S_EXFAN OAU PE Fan Speed Test 0 to100 % 0 Test exhaust fan(s) while in test mode
S_OAHEAT OAU Tempering Heater Test 0 to 100 % 0 Test tempering heater while in test mode
EnergyX

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Table 3 – Configurations -- ERV Configurations Read
Value Expanded Text Range Units Default Function
OAU_TYPE Outdoor Air Unit Type 0=No OAU
1=ERV Module
2=Economizer*
3=Pwr Exhaust
4=OA Monitor
5=100% OA unit
6=EXv1 ERV
0: no FIOP
1: FIOP EXv2
Defines what kind of OAU is
installed
OAFANCRV Outside Air Fan Curve 0 to 999 1: 04
2: 05---06
3: 07
4: 08---12
5: 14
6: 17---20
7: 24---28
Determine what outside air fan
curve to use
PEFANCRV Exhaust Air Fan Curve 0 to 999 1: 04, 1ph, and econ*
2: 04, 3ph, and econ*
3: 04, 1ph, and no econ*
4: 04, 3ph, and no econ*
5: 05---06 1ph
6: 05---06 3ph
7: 07
8: 08---12
9: 14
10: 17---20 and econ*
11: 17---20 and no econ*
12: 24---28
Determine what exhaust air fan
curve to use
UNOCCRUN OAU Unoccupied
Operation
No/Yes NO Tells OAU to run in unoccupied
mode
FATALOAU Shut Down on Fan Failure No/Yes YES Tells OAU to shut off if one of
it’s fans fail
MODWHEEL Modulating Wheel Install No/Yes NO Determine if the OAU’s wheel is
a modulating one
MINOACFM Minimum Outside Air CFM 0 to 32000 CFM 375: 04
800: 05---06
1000: 07
2500: 08---12
3000: 14
4000: 17---20
5000: 24---28
Sets Design OA CFM for
ventilation
MINDCVSP Min DCV Outside Air CFM 0 to 32000 CFM 100: 04
250: 05---06
600: 07
1000: 08---12
1500: 14---24
2000: 24---28
Sets absolute minimum OA
CFM for ventilation
PEX_CTL Power Exhaust Control 0=offset CFM
1=BP
0Determine how to control the
exhaust fans
EXOFFSET Power Exhaust CFM Offset ---17000 to 17000 CFM --- 2 0 0 Sets offset CFM setpoint of
exhaust based on intake
OAU_BPSP Building Pressure Setpnt --- 0.25 to 0.25 inH2O0.05 Sets required building
pressure
OATEMPER Outside Air Tempering Disable/Enable Disable Determine if there is tempering
heater installed
OATMPLOC OA Tempring Lockout Temp 0to80 °F 60 Sets the outside temp and
below to allow tempering
OATMPSPT OA Tempring SAT Setpoint 35 to 80 °F 55 Sets target Supply air
temperature during tempering
OACFM_K Outside Air CFM k Factor 0.8 to 1.2 1.0 Sets outside air curve
correction factor
EXCFM_K Exhaust Air CFM k Factor 0.8 to 1.2 1.0 Sets exhaust air curve
correction factor
EFB_ENBL ERV Fan Boost Enable No/Yes NO Tells RTU to adjust fan speed
for low outside air CFM
* Requires an Economize which is not available for Target EnergyX units at this time.
EnergyX

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Table 4 – Status Points -- ERV Writes these Values
Value Expanded Text Range Units Function
OAU_RUN OAU System Run State 1=AUTO
2=OFF
3=TEST
High level ERV state
OAU_MODE OAU Operating Mode 0=Off
1=ERV (DCV)
2=Free Cooling*
3=OA Tempering
4=Defrost
5=Test
6=Ext. Mode 1
7=Ext. Mode 2
8=Ext. Mode 3
ERV’s current operating mode
OAU_VER OA Unit Software Version 0 to 9999 Active EXCB software version
ACTOACFM Actual Outside Air CFM 0 to 32000 CFM Real Time CFM being brought in
ACTEXCFM Actual Exhaust Air CFM 0 to 32000 CFM Real Time CFM being exhausted
CMDOACFM Command Outside Air CFM 0 to 32000 CFM Commanded CFM to bring in
CMDEXCFM Command Exhaust Air CFM 0 to 32000 CFM Commanded CFM to exhaust
OAU_LAT OAU Leaving Air Temp xxx.x °F Air temperature leaving the ERV (RTU intake)
OAU_EXAT OAU Exhaust Air Temp xxx.x °F Air Temperature leaving the ERV (exhaust)
OAU_BP Building Pressure --- 0.25 to 0.25 inH2OCurrent building pressure
OAUWHEEL OAU Wheel Speed 0 to100 %Current ERV wheel speed
OAFANSPD OAU OA Fan Speed 0 to100 %Current ERV’s intake fan speed
OAUPESPD OAU Exhaust Fan Speed 0 to100 %Current ERV’s exhaust fan speed
OAHEATER OAU Tempering Heater 0 to 100 %ERV’s SCR heater commanded capacity
OAUALRM1 OAU Motor Failure Alarm Off/On ERV’s motor failure alarm status
OAUALRM3 OA Low CFM Alarm Off/On ERV’s low CFM alarm status
OAUALRM4 OAU Alarm Off/On ERV’s General Alarm status
* Requires an Economizer which is not available for Target EnergyX units at this time.
EnergyX

13
12.5 Ton Modulating ERV
The modulating ERV is an intelligent ERV with variable
speed fan motors. The ERV can provide a variety of
volumes of outside air and offset it with different exhaust
speeds. CO2sensors can also be tied into it for Demand
control ventilation (DCV) operation. The modulating ERV
will operate based on occupancy and the rooftop’s
operating mode, the following sections explain operation
in detail. Refer to Fig. 6 for the overview flow diagram of
a modulating ERV operation.
Notes:
1 Min CFM represents the minimum outside air CFM requirement based on CO
2
values and setpoints.
2 Occupied also means being in the unoccupied period but configured to run.
3 Requires factory-installed Frost Protection option.
Is there
frost on the
wheel?
Is unit
occupied 2
and IDF on?
ERV Mode = OFF
Wheel = off
OA CFM = 0
Ex CFM = 0
ERV Mode = Test
User sets ERV to desired values for
testing purposes
OAU OA Fan Speed Test→
OAU PE Fan Speed Test→
OAU Wheel Test→
ERV Mode = Defrost 3
Wheel = On
OA CFM = 0
Ex CFM = Min CFM
1in effect
- Ex CFM offset
ERV Mode = ERV or DCV Mode
Wheel = On
OA CFM = Min CFM
1
Ex CFM = OA CFM - Ex CFM offset
START
TEST
(RTU in test
mode)
COOL
(RTU in
Cool)
VENT
(RTU in Heat,
or Vent)
C13025
Fig. 6 -- Modulating ERV Control & Operation Flow Chart
EnergyX

14
Occupancy
The ERV will not be allowed to run unless it is
determined to be occupied. The ERV monitors the
rooftop’s occupancy point to determine when it is
occupied. The ERV watches the rooftop’s indoor fan state
point to know when its indoor fan has started. When the
rooftop is occupied and its indoor fan is on, the ERV is
considered to be occupied and allowed to run.
The ERV can also operate during the rooftop’s unoccupied
period. If the ERV is configured for unoccupied operation
then it will ignore the building occupancy of I/O Flex
6126 and allow occupancy any time the rooftop fan is on.
Modes of Operation
The ERV has 3 basic functions: Auto, Off, or Test. These
are defined as System run states and displayed in the OAU
run status menu. The ERV will always operate in one of
the following operating modes depending upon the mode
and outside conditions: Off, ERV (DCV) Free Cooling,
OA Tempering, Defrost, or Test. The ERV monitors to
determine the rooftops operating mode. The values tell the
ERV what the rooftop operating mode is in a numeric
form. These modes are described below.
Off Mode —
The ERV will be set to the Off mode whenever the rooftop
indoor fan is turned off, ERV is unoccupied or if
communication fails. During Off Mode the wheel, outside
air fans(s), and exhaust fan(s) will be off.
Test Mode —
If at any time during operation, the rooftop is put in
Service Test mode the ERV will be set to Test Mode.
Refer to Start--Up section for Test mode operation.
Defrost Mode —
Defrost Mode is only available when the optional Frost
Protection is factory installed in the ERV. The ERV will
be set to defrost mode any time the ERV wheel is running
and frost is detected on the wheel. Defrost Mode runs for
at least 2 minutes but continues to run until the frost is
removed. The frost protection device senses a pressure
differential across the wheel and trips when that
differential is greater than the setpoint (default 2.0 in wc).
For information on the frost protection device, refer to the
Major Component section.
When in Defrost Mode the outside air fan(s) will ramp
down to 0% speed (shut--off). The exhaust fan(s) will run
at a speed equal to the required offset CFM. Refer to
Exhaust Control for details on determining offset CFM.
ERV (DCV) Mode —
General ERV Mode – ERV Mode is the basic operating mode
of the ERV. With no options installed on the ERV this will be
the only operating mode besides off and test. ERV Mode will
be active when the rooftop mode is Heating, Cooling, Fan
Only, or Dehumidification and the ERV is occupied.
DCV ERV Mode will be active when the rooftop mode is
Heating, Cooling, Fan Only, or Dehumidification and the
ERV is occupied.
When in DCV ERV mode wheel will be rotating. The
outside air fan(s) will run at a speed that produces a CFM
equal to the minimum outside air CFM determined by
Demand Control Ventilation (DCV). The exhaust fan will
run at a speed equal to the required offset CFM. Refer to
Exhaust Control for details on determining offset CFM.
Switch Demand Control Ventilation (DCV) uses the
indoor air quality levels (High/Low) to determine how
much outside air is required for ventilation. The ERV
monitors the IAQ switch reading from the rooftop’s
installed CO2switch. The minimum outside air CFM will
be equal to one of the following: Min DCV outside air
CFM setpoint, or the minimum outside air CFM setpoint.
If the CO2switch reads low the outside air CFM
requirement will be DCV.M. If the switch reads high the
outside air CFM requirement will be OA.MN. The outside
air fan(s) will ramp its speed % up or down to produce the
required CFM.
Exhaust Control
When the Power Exhaust control is set of Offset CFM the
ERV exhaust fan(s) operate to offset the outside air being
introduced to the building. The required exhaust offset
CFM is determined based on the exhaust offset setpoint.
The exhaust offset setpoint can be set as a negative or
positive number to accommodate a requirement of
positive or negative building pressure. A positive setpoint
will produce a negative building pressure. A negative
setpoint will produce a positive building pressure.
The ERV will determine the required amount of outside
air CFM based on setpoints and current mode of
operation. The commanded exhaust air CFM is then
calculated by the sum of the actual outside air CFM and
the exhaust air offset setpoint. During defrost mode the
exhaust will run the same as if the outside air fan were
still running.
TROUBLESHOOTING
EnergyX units are a combination of the base rooftop unit
and an integrated ERV. The ERV requires communication
from the rooftop for operation. This section covers ERV
troubleshooting only. For rooftop troubleshooting refer to
the base unit’s Service manual.
Complete ERV Stoppage
There are several conditions that can cause the ERV to
shutdown or appear to be shutdown:
SGeneral power failure.
STransformer’s circuit breaker tripped.
SERV main power fuses blown.
SCommunication failures.
SActive alarm on the base rooftop unit or the ERV
preventing operation. Review alarms.
EnergyX

15
SProgrammed occupancy schedule. Rooftop Unoccupied
SRooftop indoor fan is off.
SThe airflow sensor tubing connected to the incorrect
high/low sensor ports in the outside air.
Wheel Status (Option) —
NOTE: Wheel Status requires installation of the optional
wheel motion sensor.
This alarm will occur when the ERV wheel is turned on
and the wheel proxy sensor does not detect wheel motion
within the set time. It will open its contact which
energizes the normally closed rotation monitor relay. This
alarm will automatically reset when motion is detected.
Possible causes of this alarm are: the wheel belt breaking
or slipping, wheel motor failure, proxy sensor failure or
incorrect setting, or wiring error.
On--board Pressure Transducers
The EXCB uses on--board pressure transducers to measure
the air pressure of the incoming outside air and the
building exhaust air. The CFM values are then calculated
based on these readings and the fan speed. There is a
pressure transducer for the outside air and one for the
exhaust air. These are screwed into the EXCB board to
J24 and J25 respectively. They have three pins: IN, GND,
and OUT. The IN pin is 5vdc input power and GND is the
common or ground pin. The OUT pin will be 0.26 to
4.5vdc based on the pressure reading. There are two
different transducers used, two inch of water column
(inWC) and 5 inWC. Table 5 shows the voltage/pressure
characteristics of each.
Table 5 – Transducer/Voltage vs. Pressure
Voltage
(vDC)
Pressure (inWC)
2” transducer 5” transducer
<=---0.26 0 0
0.5 0.12 0.28
10.34 0.87
1.5 0.53 1.46
20.82 2.05
2.5 1.06 2.64
31.30 3.23
3.5 1.52 3.82
41.76 4.41
4.5 2.00 5.00
EnergyX Control Board LEDs
The EnergyX Control Board (EXCB) has five green LEDs
and one red LED. The red LED is for power indication and
the green LEDs are status indicators (see Table 6 for details).
MAJOR SYSTEM COMPONENTS
An EnergyX unit has a factory installed energy recovery
(ERV) device on a 48/50HC rooftop unit. The EnergyX
energy recovery unit is integrated into the base rooftop
unit construction and is factory wired. The energy
recovery unit contains a control box, supply fan, exhaust
fan(s), and an enthalpy wheel assembly. All control
operations of the ERV are based on the rooftop units
operation through communication with I/O Flex 6126. See
Fig. 7 and 8 for ERV wiring schematic and component
arrangement.
Table 6 – EXCB LED Indicators
LED COLOR DESCRIPTION STATUS IF LIGHT IS LIT
D9 Red 24vAC board power Board has power
D2 Green Run light Flashing ERV is Running
D12 Green ERV Wheel Status Alarm 1ERV Wheel not rotating when it should be
D14 Green ERV Wheel Frost Protection 2ERV detects frost on the wheel and running in Frost Mode
D16 Green ERV Dirty Filter Alarm 3Dirty Filter
D18 Green ERV Blower Status Alarm Fan Failure
1 Requires installation of optional Wheel Motion sensor
2 Requires installation of optional Frost sensor
3 Requires installation of optional Filter sensor
EnergyX

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T1 T2 T3L3
L2 L1
BLK/RED
460V
GND
GREEN
(575 TO 460V AUTO TRANSFORMER)
FUSES
575V UNITS ONLY
BLACK
YELLOW
BLUE
BLACK
YELLOW
BLUE
RTU
DISTRIBUTION BLOCK
HIGH VOLTAGE
GREEN
PL30/4-1
PL30/4-2
PL30/4-3
PL30/4-4
BLACK
YELLOW OR WHITE
BLUE OR RED
TARGET ENERGY X
WHEEL
1 2 3
MOTOR
WHEEL
RELAY
PL150/4-2 PL150/4-3
GND
PL150/4-4 PL150/4-1
YELLOW
BLUE
GREEN
BLACK
LCD SCREEN
CONTROL BOARD
JP4
OUTSIDE CFM
PRESSURE SENSOR
EXHAUST CFM
PRESSURE SENSOR
J25 J24
JP5
JP6
JP7
JP8
JP9
JP10
JP11
JP16
JP12
JP13
JP15
JP14
JP2 JP1 JP3
OAU LAT
OAU EXAT
BLACK
YELLOW OR WHITE
BLUE OR RED
BLACK
YELLOW OR WHITE
BLUE OR RED
BLK
ORNG
230V
RED
200V
J21
134
BLUE
BLACK
CR
WHEEL
RELAY
BLUE
BLACK
PURPLE
YELLOW
RED
BLACK
PINK
YELLOW
0-10 OUTSIDE
GND
1 2 3
N.O.
COM
FAN
MONITOR
AIR FAN
0-10 EXHAUST
GND
1 2 3
N.O.
COM
FAN
MONITOR
AIR FAN
RED RED
J9
6 4 1
RED
J10
6 1
J15
2 1
BLACK BLACK
J16
2 1
BLACK BLACK
J8
4 3 2 1
J7
4 3 2 1
J6
4 3 2 1
J5
4 3 2 1
J22
123
RED
BLACK
J17
124
BLUE
WHITE
J18
124
J20
123
J19
123
RED
BLUE
J23
1 2 3
PINK
YELLOW
J3
1 2 3 4
RED
BROWN
J4
1
2 3 4
RED
PRIMARY
VOLTAGE
SECONDARY
VOLTAGE
4.0 AMP
T T
FROST_SWITCH
C
NO
YELLOW
ORANGE D.P._SWITCH
FILTER_SWITCH
C
NO
YELLOW
ORANGE D.P._SWITCH
FILTER_SWITCH
C
NO
YELLOW
RED D.P._SWITCH
PL131/3-3 PL131/3-1 PL132/3-3 PL132/3-1 PL133/3-3 PL133/3-1
PL120/3-3 PL120/3-2
PL121/3-2 PL121/3-3
PL122/4-1
PL122/4-4 PL123/4-1 PL123/4-4
YELLOW
ORANGE
YELLOW
RED
PL108/3-3 PL108/3-1 PL109/3-1 PL109/3-3 PL 111 / 3-3 PL 111 / 3-1
PURPLE
YELLOW
PL110/4-1 PL110/4-4 PL110/4-3 PL110/4-2YELLOW
PINK
YELLOW
ORANGE
PL104/3-2 PL104/3-3 PL107/3-3 PL107/3-2
PL112/3-2 PL112/3-3
SENSOR)
GRAY
YELLOW
PL112/3-1BROWN
BLACK
BLUE
BLACK
RED
PL123/4-1
PL123/4-4 PL122/4-4
PL122/4-1 OAF
ALARM ALARM
EAF
(WHEEL MOTION
(OPTIONAL)
PL135/3-2 PL135/3-3 PL135/3-1
(FILTER SENSOR)
(OPTIONAL)
(FILTER SENSOR)
(OPTIONAL)
PL132/3-3
PL132/3-1
PL133/3-3
PL133/3-1
PL131/3-3
PL131/3-1 (FROST SENSOR)
(OPTIONAL)
PL120/3-2 PL120/3-3
PL121/3-3 PL121/3-2
OAF
CONTROL CONTROL
EAF
BLACK
BLUE
BLACK
RED
PRESSURE SENSOR
BLUE
GREEN
YELLOW
HARNESS PART# 9962-0412
TARGET REV. 1
(OPTIONAL FILTER SENSOR) (OPTIONAL FILTER SENSOR) (OPTIONAL FROST SENSOR)
24V AC
FROM RTU
CB3.02EMT-A-V1.0
OPTIONS
PROX._SWITCH
YELLOW
GRAY
(OPTIONAL WHEEL SENSOR)
BROWN
PL135/3-2 PL135/3-3 PL135/3-1
CURRENT
+ ~
-
NET+ NET-
Shield
I/O FLEX
ON
1
2 3 4 5
6
7 8Port 2a
NET+ NET-
Hot
Gnd
24V ac
FUSES
C12775
Fig. 7 -- Modulating ERV Wiring Schematic
EnergyX

17
C12776
Fig. 8 -- EnergyX Component Layout
EnergyX

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EnergyX Control Board (EXCB)
See Fig. 9 and Table 7.
The EXCB board is the muscle of the ERV control system.
The EXCB continuously monitors input/output channel
information received from its inputs. The EXCB receives
inputs from transducers and discrete inputs. See Options and
Accessories section. The EXCB has relay analog outputs,
and is equipped with a LCD screen. The EXCB has a reset
button that is used to force all the outputs and reset
communication.
NOTE: There are hardware jumpers set throughout the.
Do not change these jumpers.
C11467
Fig. 9 -- EnergyX Control Board (EXCB)
EnergyX

19
Table 7 – EXCB Input/Output Connections
POINT DESCRIPTION SENSOR LOCATION Input/Output TYPE OF
Input/Output
CONNECTION
PIN NUMBER
Download N/A Both Communication J1
Power from TRANS Control box Input 24VAC J 3 , 1 --- 2
Power to Relays Low voltage control box Output 24VAC J4, 1
Wheel Rotation Sensor Attached to scoop Input Switch J 5 , 2 --- 4
Frost Switch Attached to scoop Input Switch J 6 , 3 --- 4
Leaving Air Temp Scoop section Input 10K J15, 1---2
Exhaust Air Temp Exhaust air section Input 10K J16, 1---2
Wheel Relay High voltage control box Output Relay J17, 4
OA fan speed signal N/A Output 2 --- 1 0 v d c J21, 1--- 3
EX fan speed signal N/A Output 2 --- 1 0 d v c J22, 1---3
Outside Air pressure Transducer Low voltage control box Input D i g i t a l 0 --- 5 v d c J24
Exhaust Air pressure Transducer Low voltage control box Input D i g i t a l 0 --- 5 v d c J25
Building Pressure Sensor Low voltage control box Input 4 --- 2 0 m A J10, 1---6
Enthalpy Wheel
The enthalpy wheel is the “heat exchangers” of the ERV.
It consists of several wheel segments aligned in a cassette
assembly. These are not “filters” but made of a desiccant
material. The wheel is rotated by a motor and belt, no
adjustments required. When the wheel rotates it uses the
building exhaust air to pre--conditions the outside air as it
passes through the wheel.
Modulating Fan
The modulating ERV is equipped with direct drive
variable speed plenum fans for outside air intake and
exhaust air. The motors have built in VFDs that accept a
2--10vdc signal from the EXCB. This 2--10vdc signal is
used by the VFD to determine the speed to run the motor
at (0--100%).
Each motor is capable of diagnosing problems within the
motor to provide fan status. The fan status switches are
built into each motor and provide a feedback to the EXCB
if a problem is detected. The feedback signal is a discrete
input that is normally open, when closed the EXCB will
initiate the motor status alarm.
Options and Accessories
The modulating ERV has several optional factory installed
options and field installed accessories: Frost Protection,
Wheel Motor Status, Filter Maintenance, horizontal
adaptor curb, building pressure sensor, and Outside Air
Tempering Kit. Refer to Table 7 for where these options
wire into the EXCB.
Frost Protection (factory--installed option only)
Frost protection is a factory installed pressure sensor device
which senses a differential pressure across the wheel. This
occurs if frost builds up on the wheel. The sensor closes its
contact when the pressure differential is greater than the
setpoint. When the EXCB reads the contact closer it will
activate defrost mode. The setpoint is a dial on the sensor, is
adjustable from 0.2 to 2.0 inWC, and is factory preset to 2.0
inWC. Changing this setting may cause false signal causing
defrost mode when not needed.
Wheel Motor Status (option)
The wheel motor status accessory can be installed in the
field and consists of a wheel motion proxy sensor and a
relay. The wheel motion sensor is aimed at the wheel to
detect rotation. If the wheel does not rotate at the appropriate
speed the sensor will open causing the rotation monitor relay
to close a contact to initiate the wheel status alarm. The
motion sensor is factory set at the highest speed (clockwise
until stop) and should not be changed. Refer to the
troubleshooting section for details on the alarms.
EnergyX

20
SERVICE & MAINTENANCE
Refer to base unit’s Service manual for base unit service and
maintenance. This section contains service and maintenance
for just the ERV unit.
Cleaning
Wheel and Segment Cleaning
Wheel cleaning periodicity is application dependent. Field
experience shows that offices, schools and other “clean”
environments will often go 10 years before any build up
of dust and dirt is noticed. Other applications such as
restaurants, casinos and factory environments may
experience fairly rapid build--up of contaminants and may
require multiple cleanings per year to maintain airflow
and recovery efficiencies.
All air--to--air energy recovery devices will become dirty
over time, even with well--maintained filtration. Proper
filtration usage and changes will improve the life of the
wheel transfer segments. Once the wheel is exposed to
oils, tars or greases in either the supply or exhaust air
streams, these pollutants deposit on the rotary surface
which then become “sticky” and begin to attract and hold
the dust particles that previously passed thru the wheel.
Over time this particle build up can lead to blocked
airflow passages, loss of recovery, excessive pressure drop
through the wheel and loss of energy savings.
1. Follow steps for wheel and segment removal to
remove the affected energy transfer matrix segments.
2. Gently brush the wheel face to remove loose
accumulated dirt.
3. Wash the segments with a non--acid based
(evaporator) coil cleaner or alkaline detergent
solution. Non--acid based coil cleaner such as KMP
Acti--Clean AK--1 concentrate in a 5% solution has
been demonstrated to provide excellent results. DO
NOT use acid based cleaners, aromatic solvents,
temperatures in excess of 170_F or steam! Damage to
the wheel will result.
4. Soak the wheel and/or segments in the cleaning
solution until all grease and tar deposits are loosened.
An overnight soak may be required to adequately
loosen heavy deposits of tar and oil based
contaminants.
5. Internal heat exchange surfaces may be examined by
separating the polymer strips by hand. (Note: some
staining of the desiccant may remain and is not harm-
ful to performance.)
6. After soaking, rinse the dirty solution from the wheel
segments until the water runs clear.
7. Allow excess water to drain prior to replacing seg-
ments in the wheel. A small amount of water remain-
ing in the wheel will be dried out by the airflow.
Filters
Clean or replace at start of each heating and cooling
seasons, or more often if operating conditions require
(based on filter manufacture recommendation or filter
status alarm indication). Refer to Table 1 for type and size
of filters.
Outdoor--Air Inlet Screens
Clean screens with steam or hot water and a mild
detergent at the beginning of each heating and cooling
season. Do not use throwaway filters in place of screens.
Lubrication
All component bearings are sealed and do not require
lubrication.
Wheel Drive Adjustment
The wheel motor and drives do not require adjustment.
The wheel drive pulley is secured to the drive motor shaft
by a set screw. The set screw is secured with removable
locktite to prevent loosening. Annually confirm set screw
is secure. The wheel drive belt is a urethane stretch belt
designed to provide constant tension throughout the life of
the belt. Inspect the drive belt annually for proper tracking
and tension. A properly tensioned belt will turn the wheel
immediately after power is applied with no visible
slippage during start--up.
Wheel Air Seal Adjustment
Diameter seals are provided on each wheel cassette to
minimize transfer of air between the counter flowing
airstreams. Follow below instructions if adjustment is
needed.
1. Loosen diameter seal adjusting screws and back seals
away from the wheel surface. See Fig. 10.
Rotation
Adjusting Screws
Feeler Gauge
To
Adjust
C11469
Fig. 10 -- Diameter Seal Adjustment
2. Rotate the wheel clockwise until two opposing spokes
are hidden behind the bearing support beam.
3. Using a folded piece of paper as a feeder gauge, posi-
tion the paper between the seal and wheel surface.
EnergyX