{"id":16263,"date":"2015-09-01T17:36:27","date_gmt":"2015-09-01T16:36:27","guid":{"rendered":"http:\/\/www.mapsec.fr\/?p=16263"},"modified":"2026-06-29T16:46:06","modified_gmt":"2026-06-29T14:46:06","slug":"static-and-automatic-hydraulic-balancing","status":"publish","type":"post","link":"https:\/\/mapsec.fr\/en\/2015\/09\/01\/tout-sur-lequilibrage-hydraulique-statiqueautomatique\/","title":{"rendered":"All about static and automatic hydraulic balancing"},"content":{"rendered":"
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By Patrick DELPECH \u2013 for MAPSEC \u2013 March 2020<\/p>\n

For technical managers and decision-makers (clients, managing agents, etc.), industry innovations, pitfalls to avoid, and conditions for the successful implementation of hydraulic and thermal balancing.<\/em><\/p>\n

This page presents the general principles of static and automatic hydraulic balancing.<\/p>\n

To discover the MAPSEC method applied to collective heating networks, with diagnosis, measurements, adjustments, validation, and the EQUILOG method, consult our main page dedicated to\u2019Hydraulic balancing collective heating<\/a>.<\/p>\n

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The Problematic<\/h2>\n<\/div>\n

On the same heating circuit, the simultaneous presence of rooms that are too hot and rooms that are poorly heated is symptomatic of the very common lack of balancing.
Whatever the true origin, be it faulty hydraulic balancing, sizing errors, operation of heterogeneous insulation, etc., the problem can be corrected by adjusting so-called balancing valves, as long as these are correctly distributed and sufficiently accessible.<\/p>\n

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Figure n\u00b01: Adjustment tee and volumetric valve IMI Hydronic<\/a><\/em><\/p>\n

The adjustment to be made is to throttle the taps of the favoured aerials in such a way that their flow decreases, and that of the unfavoured aerials increases.<\/p>\n

The principle of regulation is therefore easy to understand, but its implementation is much more complex. This document details the conditions under which a hydraulic balancing operation will be carried out correctly, particularly on existing installations.<\/p>\n<\/div>\n

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Engineering Office Expertise and Know-How<\/h2>\n<\/div>\n

In general, a heating water distribution existing<\/strong> can only be easily balanced if balancing valves have been provided accessible<\/u>, outside the occupied premises.
If the installation is not too old, this will normally have been allowed for by the design offices during the installation's conception by the installation of so-called 2-way taps.th<\/sup> balancing level, located in basements, crawl spaces, or even stairwells and in any case outside occupied premises.<\/p>\n

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Figure 2: Taps (valves) for 2th<\/sup> Balancing level<\/em><\/p>\n

Circuits that only have balancing valves installed on the radiators are difficult to balance, as concurrent access to all of the rooms is very difficult to arrange if they are occupied.<\/p>\n

In this situation, the distribution should be studied by a design office or a balancing expert to determine the possibilities of installing accessible taps of 2th<\/sup> level.
It should be noted that the balancing of the circuit will be all the more effective, the greater the number of emitters \u00abcontrolled\u00bb by the taps of 2th<\/sup> The level will be moderate with an optimal number of 5 to 10 units.<\/p>\n

As a general rule on existing installations, the only adjustment of the 2th<\/sup> The balancing level (and higher levels) is sufficient to obtain a correct result. If disorders were to persist on a few particular antennae, it will always be possible to carry out additional local balancing. This can be done correctly because the corresponding group of emitters will have previously been normally supplied by the correct setting of its 2 valve.th<\/sup> level.<\/p>\n

If the installation of 2-way balancing valvesth<\/sup> given that the level is not achievable, a difficult access plan to all premises will have to be considered.
Since we're going with this expensive solution, we might as well also have the latest generation of thermostatic valves studied for installation, which will also provide \u00abdynamic\u00bb balancing, the benefits of which we will study later.<\/p>\n

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Figure 3: Hydraulically dynamic thermostatic radiator valves Danfoss<\/a><\/em><\/p>\n

Finally, it should be noted that setting these valves, like all balancing valves, requires precise initial hydraulic adjustment.
As we shall see later, if balancing is achieved by adjusting flow rates, determining these rates will require the involvement of a design consultancy, in the absence of records for the existing installations.<\/p>\n

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Industrial analysis and expertise<\/h2>\n<\/div>\n

Three generations of balancing valves exist side by side.<\/em><\/p>\n

1Era<\/sup> Balancing valves (static and non-volumetric).<\/strong>
These taps do not allow for the measurement of circulating flow rates.<\/p>\n

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Figure 4: Non-volumetric balancing valves<\/em><\/p>\n

There are two methods for settling them:<\/p>\n