This handbook has been extensively updated for 2002 from the original 1983 publication and includes all of the many
changes that have takes place in the industry since the 1990’s. We have added many new sections covering variable
frequency drives (VFD), direct digital control (DDC) systems, lab hood exhaust balancing, and the latest changes in
the balancing equipment and procedures.
All of the system testing, adjusting, and balancing fundamentals that make up the original text has been updated, and
all helpful reference tables and charts in the Appendix have been extensively updated.
This handbook will provide any SMACNA contractor already familiar with mechanical system operation basics, with
the information necessary to balance most heating, ventilation, and air conditioning (HVAC) systems. Chapters on
both air and water side HVAC system adjusting and balancing are included, and the chapters on system controls have
been totally rewritten to reflect the trend away from pneumatic controls and towards programmable micro−processor
controls.
Most of today’s HVAC systems are being designed with many more individually controlled temperature zones to im−
prove occupant comfort, and variable speed fans and pumps are now commonplace to provide the exact amount of
heating and cooling system capacity necessary to minimize energy usage. New occupant air ventilation codes are
much more restrictive, at the same time building envelopes are becoming much tighter. The combination of constantly
changing HVAC flows and increased demand for fresh and filtered ventilation air for all occupants is placing much
more emphasis on proper HVAC system operation and balancing.
Any SMACNA contractor wanting to become part of this rapidly growing field is strongly encouraged to read other
related SMACNA publications available, and take part in the many training courses offered to become a certified TAB
Contractor. The International Training Institute provides a Certified Technician program for journeyman sheet metal
workers who already have a basic understanding of system testing and balancing, and many of these courses are avail−
able in versions for home study.
The building construction industry is experiencing a major growth in demand for trained and experienced contractors
who can balance today’s much more complex HVAC systems.
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