
Page 2 / Bulletin 100-20-2
The “dry” stator is constructed with multiple magnetic
pole pairs created by energized wire windings. The term
“dry” is used because the windings of the stator are out-
side the refrigerant envelope. In the ESX stator there are 4
phases (windings) energized sequentially by a step motor
controller that creates a rotating magnetic field. The sta-
tor magnetically couples with the rotor and causes it to turn
in unison with the rotating field. The field rotates either
clockwise or counter-clockwise depending on the sequence
of electrical pulses to each of the 4 phases. The result is a
proportional valve actuator with the ability to achieve a pre-
cise, repeatable position using an electronic signal.
The “wet” rotor is directly linked to a low-friction threaded
“needle” which moves into and out of the valve’s metering
orifice. The term “wet” indicates that the permanent magnet
rotor is located in the hermetic refrigerant environment. As
the rotor rotates step by step, the needle’s distance from the
valve orifice changes incrementally, thus opening or closing
the expansion valve. Valve “steps” are incremental changes
of the rotor position; in the ESX valve, each step is equivalent
to a 3.75° rotation of the rotor. An internal torsion spring lim-
its clockwise and counter-clockwise motion to eliminate the
potential damage due to driving the valve past its full open or
full closed position. The torsion spring absorbs the torque at
the extreme rotational positions and causes the rotor to “slip”
in the magnetic field created by the stator. The ESX valve
incorporates a spring-loaded needle designed to “collapse”
as the valve approaches the full closed position. This novel
feature limits maximum seating force to reduce seat wear
and maximize valve life. The fine pitch thread design of the
needle prevents “back travel” when power is removed. This
specific feature increases efficiency by requiring power only
when a change in valve position is called for, the ESX does
not require continuous power to maintain position. The result
is a highly reliable step motor expansion valve which is pre-
dictable, durable, and energy efficient.
Open Loop Position Control
Step motors utilize open loop type feedback to achieve and
maintain a required valve position. Simply stated, the step
motor controller counts the number of pulses that are sent to
the valve in order to keep track of the valve’s position. In this
way, no direct feedback is required to monitor valve position
and design, function, and cost are greatly simplified. With an
appropriate controller and the ESX step motor valve, a wide
range of system diagnostics are possible.
Valve Operation
Proper positioning of valve opening is achieved by sending
a series of electrical pulses to the ESX stator causing it to
rotate open or closed. There are 500 steps of rotation in the
most common single-phase stepping configuration. Of these
500 steps, 400 steps are in the linear control range as shown
in Figure 2. With 400 steps of resolution, incremental flow
changes of 0.25% of full flow are possible. As few as 40 steps
of resolution can achieve stable, efficient system operation
on many applications. This allows the ESX to be used at just
a fraction of its capacity. The wide range of control possible
with the model ESX allows it to be used down to 10% of its
capacity, or up to 110%. Refer to the capacity tables for proper
sizing for your application, refrigerant, and operating condi-
tions.
As shown in Figure 2, approximately 48 single-phase steps
from full closed are required before the valve orifice begins to
open. Beyond 448 steps, the flow rate does not significantly
change. The usable flow range of the valve is from 48 to 448
steps and is the recommended design range for flow control.
The step motor controller should be configured and scaled to
use 48 single phase steps (from step = 0 position) as the 0%
capacity point, and to use 448 steps (from step = 0 position) as
the 100% capacity point.
The initial opening steps (step = 0 to step = 48) position the
valve in its fully closed position but with varying levels of
seating force. This is due to the spring compression biasing the
needle (See figure 1) against the valve seat. Full seating force
is achieved at the home position (step = 0), which is the fully
overdriven position. It is suggested that in forward flow mode
(flow entering side fitting) driving to step 48 will achieve suf-
ficient seating force in most applications. It is not necessary to
overdrive the valve to step = 0 to achieve full valve closure in
forward flow mode, but it is necessary to achieve full closure
when the valve is flowed in the reverse direction.
Because the valve needle is spring biased, the MOPD (Maxi-
mum Operating Pressure Differential) of the valve in reverse
flow can be significantly lower than in forward flow mode.
The MOPD, in reverse flow mode only, varies with orifice
size and is shown in Table 1. Exceeding the MOPD in reverse
flow does not damage the valve; however, it will result in leak-
age through the valve seat until the pressure difference across
the valve decreases below the MOPD. Maximum MOPD will
always be achieved in forward flow mode.
Stator
TabO-Ring
Washer
OUTLET
INLET
Torsion
Spring
Metering Orifice
Spring
Biased
Needle
“Dry” Stator
“Wet” Rotor
Figure 1 - ESX Internal View