Refrigeration And Air Conditioning  ·  Level 5
Air Conditioning Units Installation
Chapter 7: Conduct site survey
📚 7 Topics

Air conditioning installation demands precise planning and execution to ensure optimal system performance and durability. Conducting a thorough site survey is a critical step that informs design decisions, material selection, and safety considerations. Among the essential activities during the site survey is performing leakage tests, which verify the integrity of the refrigerant circuit and prevent environmental harm and system inefficiency. In Kenya, where refrigeration and air conditioning systems serve diverse settings such as hospitals, hotels, and commercial offices, effective leakage testing safeguards both equipment longevity and compliance with environmental regulations.

7.1 Conducting Leakage Tests

Leakage tests are vital procedures performed to detect and quantify refrigerant leaks in air conditioning systems before commissioning or during maintenance. These tests protect the environment by preventing the release of harmful refrigerants and ensure that the system operates at its designed capacity without loss of cooling efficiency. For refrigeration and air conditioning professionals in Kenya, leakage testing aligns with national standards and environmental policies, particularly under regulations enforced by bodies such as NEMA. Proper leakage detection also reduces operational costs by preventing refrigerant replacement and system downtime.

7.1.1 Purpose and Importance of Leakage Testing

Leakage testing serves multiple critical functions in air conditioning installations, contributing to system reliability and environmental stewardship. Understanding these purposes helps technicians appreciate the necessity of rigorous testing procedures during site surveys.

Purpose of Leakage Testing

  • Prevent Refrigerant Loss: Detecting leaks early stops refrigerant from escaping, which is costly and reduces cooling performance.
  • Protect the Environment: Many refrigerants contribute to ozone depletion or global warming, so leakage testing minimizes environmental damage.
  • Ensure System Efficiency: Leaks reduce system pressure and cooling capacity, leading to increased energy consumption and wear on components.
  • Comply with Regulations: Kenyan environmental laws require monitoring and controlling refrigerant leaks to meet standards set by NEMA and other authorities.
  • Enhance Safety: Some refrigerants are flammable or toxic; leakage testing protects personnel and occupants from exposure risks.

Importance of Leakage Testing

  • Cost Savings: By identifying leaks early, technicians avoid expensive refrigerant refills and prevent premature component failures.
  • Extended Equipment Life: Maintaining sealed refrigerant circuits reduces strain on compressors and other parts, extending service intervals.
  • Improved Customer Satisfaction: Reliable, efficient air conditioning systems increase user comfort and reduce complaints in commercial and institutional settings.
  • Environmental Responsibility: Responsible refrigerant management supports Kenya’s commitments to international environmental protocols.
  • Regulatory Compliance: Passing leakage tests is often a prerequisite for system commissioning and certification, avoiding legal penalties.

7.1.2 Methods of Leakage Testing

Various techniques exist to detect refrigerant leaks, each suited to different system types and leak sizes. Selection depends on equipment availability, system sensitivity, and the nature of the refrigerant used.

Common Leakage Testing Methods

  • Soap Solution Test: Applying soapy water to joints and connections produces bubbles at leak points, useful for locating visible small leaks.
  • Electronic Leak Detectors: Handheld devices sense refrigerant gases in the air, offering rapid detection with high sensitivity for small leaks.
  • Ultraviolet (UV) Dye Testing: Involves adding fluorescent dye to the refrigerant and using UV light to identify leaks visually.
  • Pressure Decay Test: The system is pressurized with nitrogen or dry air, and pressure drop over time indicates leakage.
  • Halide Torch Method: A flame changes color in the presence of refrigerant gases, though this method is less common due to safety concerns.

7.1.3 Equipment Specifications for Leakage Testing

Effective leakage testing requires specialized tools calibrated to detect refrigerants commonly used in Kenya’s air conditioning systems, such as R410A, R134a, and R22.

Name Specification Use
Electronic Leak Detector Sensitivity: detects leaks as small as 0.1 oz/year; powered by rechargeable battery Detects refrigerant gas leaks in joints and components
Soap Solution Spray Non-toxic, water-based with surfactants Identifies visible leaks by bubble formation
UV Dye Kit Dye compatible with refrigerants; includes UV light source Locates leaks by fluorescence under UV light
Pressure Gauge Range 0-500 psi; accuracy ±1% Measures system pressure during decay tests
Halide Torch Flame temperature approx. 1900°C; portable design Detects halogen refrigerant leaks by flame color change
  • Electronic detectors should be calibrated regularly to maintain sensitivity and accuracy.
  • Soap solution is inexpensive and safe but limited to accessible joints.
  • UV dye requires system evacuation and dye circulation before inspection.
  • Pressure gauges must be connected securely to avoid false readings.
  • Halide torches require caution due to open flame and are less preferred in confined spaces.

7.1.4 Procedure for Conducting Leakage Tests

Performing leakage tests systematically during site surveys ensures accurate detection and timely rectification of faults before system commissioning. The following steps outline a comprehensive approach:

  1. Prepare the System: Isolate the air conditioning system and ensure it is fully charged with refrigerant or pressurized with nitrogen if empty.
  2. Visual Inspection: Examine all accessible joints, fittings, valves, and components for signs of oil stains or physical damage indicating potential leaks.
  3. Apply Soap Solution: Spray soap solution on suspected leak points and observe for bubble formation indicating escaping gas.
  4. Use Electronic Leak Detector: Pass the detector probe slowly along pipes, joints, and connections, listening or observing indicator lights for leak signals.
  5. Pressure Decay Test: Pressurize the system with nitrogen to recommended test pressure and monitor the pressure gauge over a set period, typically 15–30 minutes, to detect pressure drops.
  6. UV Dye Application (If Needed): Introduce fluorescent dye into the system, operate it for a specified time, then inspect joints and components under UV light for dye traces.
  7. Record and Report Findings: Document leak locations, severity, and recommended repairs for corrective action before installation completion.

Practice Questions

  1. Explain five purposes of conducting leakage tests in air conditioning systems. (10 marks)
  2. Describe the steps involved in performing a pressure decay leakage test. (12 marks)
  3. Compare the advantages and disadvantages of electronic leak detectors and soap solution tests. (10 marks)
  4. Identify and explain five safety precautions to observe when conducting leakage tests in a commercial hotel setting. (10 marks)
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🔒7.2 Testing of Temperature Settings

Testing temperature settings is a vital step in the installation and commissioning of air conditioning units. It ensures that the system operates within the desired parameters to provide comfort, energy efficiency, and equipment longevity. In Kenya, where clim…

🔒7.3 Measurement of Current and Voltage

In refrigeration and air conditioning installations, accurately measuring current and voltage is vital for ensuring the proper functioning and safety of electrical components. Technicians in Kenya’s HVAC sector must be proficient in using appropriate instrumen…

🔒7.4 Sound and vibration checking

In the installation of air conditioning units, sound and vibration checking is a critical step to ensure that the system operates quietly and safely within the environment. Excessive noise or vibration can indicate improper installation, mechanical faults, or…

🔒7.5 Checking the operation of air conditioning system within acceptable standards

In Kenya’s refrigeration and air conditioning sector, ensuring that installed air conditioning systems operate within acceptable standards is critical for efficiency, safety, and longevity of the equipment. Proper operation prevents costly breakdowns and ensur…

🔒7.6 Commissioning and handing over procedures

In the Kenyan refrigeration and air conditioning industry, commissioning and handing over are critical phases that ensure installed air conditioning units operate efficiently, safely, and meet design specifications. Proper commissioning verifies system perform…

🔒7.7 Report Writing

In Refrigeration and Air Conditioning projects, especially during site surveys, the ability to produce clear, accurate, and professional reports is essential. These reports document findings, recommendations, and decisions made on-site, serving as critical com…

🔒Industrial Visits

Industrial visits provide practical exposure to refrigeration and air conditioning professionals, bridging the gap between theoretical knowledge and real-world applications. In Kenya, such visits often involve sites like hospitals, universities, or commercial…

Chapter Summary

This chapter focused on the critical steps involved in conducting a site survey for air conditioning unit installation. It began with procedures for conducting leakage tests to ensure system integrity and prevent refrigerant loss. Next, it covered the testing of temperature settings to verify that the system maintains desired environmental conditions. The chapter then explained how to measure current and voltage to confirm electrical parameters are within safe and efficient operating limits. Attention was given to sound and vibration checking, assessing the unit’s mechanical stability and noise levels. The operation of the air conditioning system was evaluated against acceptable standards to guarantee performance and reliability. Finally, the chapter outlined commissioning and handing over procedures that formalize system readiness and client satisfaction, followed by guidance on report writing to document findings and actions taken during the survey.

Self-Assessment

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A. Written Assessment

  1. What is the primary purpose of conducting leakage tests on an air conditioning unit? (2 marks)
  2. Describe two common methods used to detect refrigerant leaks in air conditioning systems. (4 marks)
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Chapter Examination Questions

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SECTION A (40 Marks) - Answer ALL Questions

  1. Describe the procedure for conducting a leakage test on an air conditioning system installed in a Nairobi hotel. (4 marks)
  2. Explain why testing temperature settings is critical during commissioning of an air conditioning unit in a county government office. (4 marks)
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Chapter Practical Activities

Practical 1: Perform leakage test on a split air conditioning unit

Refrigeration And Air Conditioning · Level 5
Air Conditioning Units Installation
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Perform a leakage test and pressure test on a split air conditioning unit using manifold gauges and leak detector as per standard procedure.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Leak detectorSplit air conditioning unit
Manifold gauge with hosesAppropriate refrigerant (R410A)
Vacuum pumpFlare nuts (3/8 inch and 1/4 inch)
Oxygen Free Dry Nitrogen gas cylinder with gauges
Tube cutter
Flaring and swaging tool kit
Assorted torque wrenches
Digital weighing scale
Set of screwdrivers (flat and star)
Safety goggles
Dust coat/overall
Safety boots
Gloves (chemical resistant)
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Split air conditioning unit1 Pc per Candidate
2Leak detector1 Pc per Candidate
3Manifold gauge with hoses1 Set per Candidate
4Vacuum pump1 Pc per Candidate
5Oxygen Free Dry Nitrogen gas cylinder with gauges1 Pc per Candidate
6Tube cutter1 Pc per Candidate
7Flaring and swaging tool kit1 Set per Candidate
8Assorted torque wrenches1 Set per Candidate
9Digital weighing scale1 Pc per Candidate
10Appropriate refrigerant (R410A)Enough for center
11Flare nuts (3/8 inch and 1/4 inch)2 Pcs per Candidate
12Set of screwdrivers (flat and star)1 Set per Candidate
13Safety goggles1 Pair per Candidate
14Dust coat/overall1 Pc per Candidate
15Safety boots1 Pair per Candidate
16Gloves (chemical resistant)1 Pair per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Safety and Preparation
Wore dust coat/overall, safety boots, safety goggles, and gloves
(Award 1 mark for correct PPE or zero)
1
Handled tools and equipment correctly and observed safety procedures
(Award 2 marks for proper handling and safety or zero)
2
Sub-Total3
TASK 2: Pumping Down and Isolation
Turned off indoor unit and connected manifold gauge service ports correctly
(Award 1 mark or zero)
1
Opened both service valves fully and set AC unit to cooling mode
(Award 1 mark or zero)
1
Closed liquid line valve first, monitored suction pressure gauge
(Award 1 mark or zero)
1
Turned off unit when pressure neared zero psi and closed suction valve
(Award 1 mark or zero)
1
Disconnected gauges and securely re-capped service valves
(Award 1 mark or zero)
1
Sub-Total5
TASK 3: Flare Nut Replacement and Inspection
Checked all valves were tightly closed
(Award 1 mark or zero)
1
Released flare nuts using spanners and inspected copper tubes for damage
(Award 1 mark or zero)
1
Cut tube holding flare nut using tube cutter and replaced flare nuts
(Award 1 mark or zero)
1
Flared copper tubes, reconnected and tightened flare nuts properly
(Award 1 mark or zero)
1
Sub-Total4
TASK 4: Pressure Testing and Leak Detection
Set up pressure testing equipment correctly and applied pressure of 150 psi
(Award 1 mark or zero)
1
Monitored pressure by closing valves and checked for leaks at flared joints
(Award 1 mark or zero)
1
Repaired leaking joints by tightening flare nuts as necessary
(Award 1 mark or zero)
1
Applied leak detector to joints and identified any refrigerant leaks
(Award 1 mark or zero)
1
Sub-Total4
TASK 5: Evacuation Process
Connected vacuum pump and manifold gauge correctly to the system
(Award 1 mark or zero)
1
Monitored evacuation process and achieved pressure below 500 microns
(Award 2 marks for correct monitoring and pressure or zero)
2
Stopped evacuation process as per SOP and disconnected equipment properly
(Award 1 mark or zero)
1
Sub-Total4
TASK 6: System Performance Monitoring and Commissioning
Switched on unit and checked for vibrations and noise
(Award 1 mark or zero)
1
Examined cool air from evaporator and checked thermostat functionality
(Award 1 mark or zero)
1
Checked superheat and cooling performance as per workplace procedures
(Award 1 mark or zero)
1
Sub-Total3
TASK 7: Housekeeping and Reporting
Cleared workstation, cleaned and stored tools and equipment
(Award 1 mark or zero)
1
Disposed of any waste according to workplace policy
(Award 1 mark or zero)
1
Prepared a detailed service report in line with workplace procedures
(Award up to 5 marks for completeness and accuracy or zero)
5
Sub-Total7
PRODUCT CHECKLIST
Leakage test completed with no detectable leaks at service valves and flare joints
(Award 3 marks if no leaks detected or zero)
3
Pressure maintained at 150 psi during testing without drop over 30 minutes
(Award 2 marks for stable pressure or zero)
2
Evacuation pressure achieved below 500 microns and system sealed properly
(Award 3 marks for correct evacuation or zero)
3
System commissioning shows correct cooling and vibration within acceptable limits
(Award 2 marks for proper commissioning or zero)
2
Sub-Total10
GRAND TOTAL40
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Test and adjust temperature settings of a split air conditioning unit

Refrigeration And Air Conditioning · Level 5
Air Conditioning Units Installation
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Test and adjust the temperature settings of a split air conditioning unit to achieve 24°C ±1°C cooling temperature as per manufacturer’s specifications.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Digital thermometerSplit air conditioning unit
Manifold gauge set with hosesAppropriate refrigerant (R410A)
Vacuum pumpLubricating oil
Refrigerant charging kit
Leak detector
Assorted spanners
Screwdrivers (flat and cross)
Digital weighing scale
PPE (overall/dust coat, safety boots, gloves, safety goggles)
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Split air conditioning unit1 Pc per Candidate
2Digital thermometer1 Pc per Candidate
3Manifold gauge set with hoses1 Set per Candidate
4Vacuum pump1 Pc per Candidate
5Refrigerant charging kit1 Set per Candidate
6Leak detector1 Pc per Candidate
7Assorted spanners1 Set per Candidate
8Screwdrivers (flat and cross)1 Set per Candidate
9Digital weighing scale1 Pc per Candidate
10PPE (overall/dust coat, safety boots, gloves, safety goggles)1 Set per Candidate
11Appropriate refrigerant (R410A)Enough for the Centre
12Lubricating oilEnough for the Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation and Safety
Wore appropriate PPE including overall/dust coat, safety boots, gloves, and goggles
(Award 1 mark for correct PPE use or zero)
1
Handled tools and equipment correctly following safety procedures
(Award 2 marks for correct and safe tool handling or zero)
2
Sub-Total3
TASK 2: Testing Temperature Settings
Switched on the split air conditioning unit and set to cooling mode
(Award 1 mark for correct unit operation or zero)
1
Used digital thermometer to measure the air temperature at the evaporator outlet
(Award 2 marks for correct measurement technique and accuracy or zero)
2
Monitored the temperature readings and compared with the specified 24°C ±1°C
(Award 2 marks for accurate monitoring and comparison or zero)
2
Sub-Total5
TASK 3: Adjusting Temperature Settings
Adjusted thermostat settings to achieve specified cooling temperature
(Award 2 marks for correct adjustment or zero)
2
Checked and adjusted refrigerant charge using manifold gauges and weighing scale as necessary
(Award 3 marks for correct charging and monitoring or zero)
3
Checked for leaks using leak detector and repaired if necessary
(Award 2 marks for proper leak detection and repair or zero)
2
Sub-Total7
TASK 4: Monitoring System Performance and Commissioning
Verified cooling performance by measuring temperature after adjustment
(Award 2 marks for confirmation of cooling temperature within specification or zero)
2
Checked system for abnormal vibrations and noises
(Award 1 mark for proper system inspection or zero)
1
Commissioned the unit according to standard operating procedures
(Award 1 mark for correct commissioning or zero)
1
Sub-Total4
TASK 5: Housekeeping and Reporting
Cleaned and stored tools and equipment properly
(Award 1 mark for proper housekeeping or zero)
1
Disposed of waste materials according to workplace safety procedures
(Award 1 mark for correct waste disposal or zero)
1
Prepared and submitted a detailed service report in line with workplace procedures
(Award 5 marks for complete and accurate report or zero)
5
Sub-Total7
PRODUCT CHECKLIST
Achieved and maintained indoor air temperature at 24°C ±1°C as specified
(Award 3 marks for temperature within tolerance or zero)
3
No refrigerant leaks detected after adjustment
(Award 2 marks for leak free system or zero)
2
Thermostat settings correctly adjusted and functional
(Award 2 marks for correct thermostat operation or zero)
2
Sub-Total7
GRAND TOTAL33
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Measure electrical current and voltage of an air conditioning unitPractical 3
🔒Check sound and vibration levels of installed air conditioning unitPractical 4
🔒Operate and Verify Performance of a Split Air Conditioning SystemPractical 5
🔒Commission and handover a split air conditioning system 3.5kW capacityPractical 6
🔒Write a detailed site survey report for air conditioning unit installationPractical 7
🔒Perform combined leakage and temperature testing on a split air conditioning unitPractical 8
🔒Electrical and Operational System Check of Split Air Conditioning UnitPractical 9
🔒Final System Evaluation and Reporting for Installed Air Conditioning UnitPractical 10
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