Taco 5000-HX Series User manual

Instruction Sheet
5000-HX Heat Only Series Mixing Valve
A Taco Family Company
102-489
SU ERSEDES: AUGUST 1, 2013 EFFECTIVE: OCTOBER 27, 2016
lant I.D. 001-4203
WARNING: The 5000-HX is a heat only mixing valve and is designed for use in heating systems only. Do not
use in a domestic water application. Water temperatures above 120°F can cause serious injury.
WARNING: The 5000 Series must not be installed on steam systems (water systems only).
CAUTION: Check valves are integrated in the hot and cold water inlets of union style valves (straight NPT
valves, non-union, do not have checks). For correct and safe system functionality ensure that the check valves
are clean of debris and functioning correctly.
GENERAL:
The Taco 5000-HX Model is NOT certified for ASSE 1017 applications.
• NOTE: Non-union NPT valve does not have check valves.
• All installations should be carried out by a qualified professional. Failure to comply with all aspects of these instructions
may result in unsatisfactory performance. All installations must comply with relevant state and local codes or authorities.
• Ensure compatibility of valve installation, e.g. temperature of hot water, inlet pressure, flow rates, etc. - refer to spec-
ification section. If the site conditions are outside of the specifications for the valve, the site conditions must be cor-
rected or a valve that meets the conditions must be selected.
• Install in accordance with markings on the valve body, i.e. hot water inlet - marked “H”, cold water inlet - marked “C”
and mixed outlet - marked with directional arrow.
• Valve may be installed in any position.
• Any inconsistency between these instructions and any specific instructions, bylaws or codes issued by local authorities
must be referred back to Taco, Inc. prior to any installation taking place.
• During startup ensure that the valve is set to the desired temperature (valve preset at 105-115°F (41-46°C) with 150°F
(66°C) hot water inlet temperature). If the valve temperature needs to be adjusted please refer to the instructions below
(SETTING VALVE OUTLET TEMPERATURE).
NOTE: If the water supply is of poor quality a filter or strainer should be fitted at the system inlet so that the mixing
valve is protected from dirt and debris.
FITTING VALVE TO PIPING SYSTEM:
• Flush all piping thoroughly before installing the valve (using water only). Not flushing the system properly is the most
common cause of improper valve performance.
• Union valves come complete with union type connections for ease of installation and service. Non-union versions are
available and have N T threads built into the body.
• Valve must be removed from the piping prior to soldering the end connections. It is recommended to use a spacer piece
while soldering.
• For models using the temperature gauge and adaptor on the mixed outlet, attach the adaptor to the mixing valve body,
insert the temperature gauge into the adaptor well and then attach the union connector to the adaptor.
SETTING VALVE OUTLET TEMPERATURE:
The Taco Series 5000-HX Mixing Valve is supplied factory set at 105-115°F with 150°F hot water inlet tem-
perature. It will need to be altered depending on operating requirements.
1. Remove the green knob by inserting a small screwdriver in the notch and gently prying up. (See Figure 1)
2. The boiler or other heat source should be up to temperature and at least 27 degrees above the desired
mixing valve set temperature. Using the groove on the top of the cover provided to fit over the adjustment
nut, adjust the knob counterclockwise to increase temperature and clockwise to decrease temperature.
(See Figure 2)
CAUTION: An accurate means of measuring output temperature of the valve is necessary in
order to prevent damage to property in some heating installations (for example, radiant slabs
with hardwood flooring).
3. Once the desired outlet temperature has been achieved refit the knob so that it snaps onto the body.
This helps to prevent tempering with the set temperature.
4. A temperature strip is provided with each mixing valve and can be used as a reference to set the tem-
perature, however a more accurate device should be used to ensure a correct temperature setting.

TROUBLESHOOTING:
This troubleshooting table is intended as a helpful guide and is not all inclusive. There could be other causes and solutions
for a non-functioning product.
FAULT / SYMPTOM CAUSE POSSIBLE SOLUTION
1. The desired mixed water temperature
cannot be obtained or valve is difficult
to set.
• Inlet temperatures are not within speci-
fication limits.
• Hot and cold supplies are reversed.
• Strainers are blocked.
• Ensure inlet temperatures are within
the specified limits for the valve.
• Refit the valve with Hot/Cold supplies
fitted to the correct connections.
• Clean strainers.
2. Mix temperature unstable or changing
over time.
• Strainers are blocked.
• Fluctuating supply pressures.
• Clean strainers.
• Install pressure regulating valves on
both hot and cold supplies.
3. Either full hot or full cold water flow-
ing from outlet fixture.
• Valve is incorrectly set.
• Hot and cold supplies are reversed.
• Hot/Cold water has migrated to other
inlet.
• Refer also to point 1.
• Adjust mix temperature as required.
• Refit the valve with Hot/Cold supplies
fitted to the correct connections.
• Verify the check valve is not fouled.
Clean if necessary.
4. No flow from the valve outlet.
• Hot or cold water supply failure.
• Strainers are blocked.
• Restore inlet supplies and check mix
temperature.
• Clean strainers.
5. Flow rate reduced or fluctuating. • Strainers are blocked.
• Fluctuating supply pressures.
• Clean strainers.
• Install pressure regulating valves.
6. Mixed water temperature does not
change when temperature adjuster is
altered.
• Hot and cold supplies are reversed. • Refit the valve with Hot/Cold supplies
fitted to the correct connections.
7. Hot water flows into the cold water
system or vice versa.
• Check valves fouled. • Clean check valves, ensuring debris is
removed.
8. Valve is noisy.
• Excessive water velocity.
• Valve sized incorrectly.
• Reduce water velocity (best achieved
by fitting a pressure regulating valve).
• Check valve specifications and ensure
the appropriate valve is used for
required flow.
Groove
Counterclockwise
(Increase Temperature)
Clockwise
(Decrease Temperature)
Figure 1 Figure 2
PRIMARY/SECONDARY INSTALLATION:LOW TEMPERATURE OR RADIANT INSTALLATION:

SPECIFICATIONS:
Hot Water Inlet Temperature: 120-180°F (49-82°C) Factory reset: 115-120°F (46-49°C)
Cold Water Inlet Temperature: 39-80°F (4-27°C) Outlet Water Temperature Range: 85-176°F (29-80°C)
Maximum Design ressure: 230 psi Minimum Temperature Differential
(between hot supply and outlet): 10°F (5.6°C)
Minimum Flow Rate: 1 G M (3.8 L/min) Allowable Supply ressure Variation: ±20%1
Maximum Flow Rate: 20 G M (76 L/min) Accuracy of Outlet Temperature: ±3°F (±2°C)
Notes:
1. Maximum allowable variation in either supply pressure in order to control
the outlet temperature to within ±3°F. Warning: Pressure variations
outside of this range may cause changes in the outlet temperature.
MAINTENANCE:
The Taco Model 5000-HX Series of mixing valve does not require routine
maintenance but should be checked annually to be sure it is functioning prop-
erly. For installations with poor water quality it may be necessary to inspect
the mixing valve more frequently. Replacement element assemblies are
available.
O-RING/PISTON SUB-ASSEMBLY REPLACEMENT:
1. Isolate the valve from the water supply.
2. Unscrew the union nuts and remove the valve body from the system. For non-union valves remove the valve body from
the piping system. Removing the valve from the piping system is not required but may make replacement easier.
3. Using a screwdriver, pry the green cap from the valve.
4. Secure the valve body (using the flats on the body) and unscrew the brass cap to remove the internals of the valve.
5. Remove the piston assembly out of the top of the valve. If necessary, push the piston assembly from the outlet port of
the valve.
6. Using a clean cloth gently wipe out the valve body paying particular attention to the o-ring half way down the inside of
the valve body.
7. Remove the o-ring from the cap. Lightly grease the new cap o-ring and re-grease the o-ring half way down the inside
of the valve with the grease packet provided.
8. Assemble in the reverse order.
9. When re-fitting the brass cap do not over tighten, as this is an o-ring seal.
10. Reinstall the valve into the piping system and set the outlet mix temperature as indicated above in SETTING THE
OUTLET TEMPERATURE.
FLOW CURVE:
Taco, Inc. will repair or replace without charge
(at the company’s option) any product or part
which is proven defective under normal use with-
in one (1) year from the date of start-up or one
(1) year and six (6) months from date of ship-
ment (whichever occurs first).
In order to obtain service under this warranty, it
is the responsibility of the purchaser to promptly
notify the local Taco stocking distributor or Taco
in writing and promptly deliver the subject prod-
uct or part, delivery prepaid, to the stocking dis-
tributor. For assistance on warranty returns, the
purchaser may either contact the local Taco
stocking distributor or Taco. If the subject prod-
uct or part contains no defect as covered in this
warranty, the purchaser will be billed for parts
and labor charges in effect at time of factory
examination and repair.
Any Taco product or part not installed or operat-
ed in conformity with Taco instructions or which
has been subject to misuse, misapplication, the
addition of petroleum-based fluids or certain
chemical additives to the systems, or other
abuse, will not be covered by this warranty.
If in doubt as to whether a particular substance
is suitable for use with a Taco product or part, or
for any application restrictions, consult the
applicable Taco instruction sheets or contact
Taco at (401-942-8000).
Taco reserves the right to provide replacement
products and parts which are substantially similar
in design and functionally equivalent to the defec-
tive product or part. Taco reserves the right to
make changes in details of design, construction,
or arrangement of materials of its products with-
out notification.
TACO OFFERS THIS WARRANTY IN LIEU OF
ALL OTHER EXPRESS WARRANTIES. ANY
WARRANTY IMPLIED BY LAW INCLUDING
WARRANTIES OF MERCHANTABILITY OR
FITNESS IS IN EFFECT ONLY FOR THE DURA-
TION OF THE EXPRESS WARRANTY SET
FORTH IN THE FIRST PARAGRAPH ABOVE.
THE ABOVE WARRANTIES ARE IN LIEU OF
ALL OTHER WARRANTIES, EXPRESS OR
STATUTORY, OR ANY OTHER WARRANTY
OBLIGATION ON THE PART OF TACO.
TACO WILL NOT BE LIABLE FOR ANY SPE-
CIAL, INCIDENTAL, INDIRECT OR CONSE-
QUENTIAL DAMAGES RESULTING FROM THE
USE OF ITS PRODUCTS OR ANY INCIDENTAL
COSTS OF REMOVING OR REPLACING
DEFECTIVE PRODUCTS.
This warranty gives the purchaser specific rights,
and the purchaser may have other rights which
vary from state to state. Some states do not
allow limitations on how long an implied warranty
lasts or on the exclusion of incidental or conse-
quential damages, so these limitations or exclu-
sions may not apply to you.
LIMITED WARRANTY STATEMENT
A Taco Family Company
2016