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newSchoolWorks.com › VoTechWorks › Building & Construction › HVAC/R › Heat Pumps: Principles, Installation, and Service › Lesson 12
BLD-HVAC07-04 · Lesson 12 · 10 clock hours · theory

Ground-Source (Geothermal) Heat Pumps: Principles, Loop Types, and Service Differences

Objective. The student will compare the operating principles of ground-source heat pump systems to air-source systems and identify the major loop configurations, fluid types, and unique service considerations for geothermal equipment.

Ground-Source Heat Pumps: How They Work

A ground-source heat pump (GSHP), often called a geothermal heat pump, moves heat between a building and the earth rather than between a building and outdoor air. Because ground temperatures below the frost line remain relatively stable year-round—typically in the 45–75 °F range depending on geographic location—a GSHP avoids the efficiency penalty an air-source unit suffers during extreme cold or hot weather. The coefficient of performance (COP) of a ground-source system is generally higher and more consistent across seasons than that of a comparable air-source system.

Inside the cabinet the refrigeration cycle is the same: compression, condensation, expansion, and evaporation. The key difference is that instead of an outdoor coil exchanging heat with ambient air, a GSHP uses a water-to-refrigerant heat exchanger (also called a coaxial or brazed-plate heat exchanger) that transfers heat between the refrigerant and the loop fluid circulating through the ground. This single design change eliminates defrost cycles, reduces fan noise, and removes the unit's dependence on outdoor air temperature.

Major Loop Configurations

Horizontal closed loops are buried in trenches, typically 4–6 feet deep. Multiple pipe runs are laid out side by side or in a slinky coil pattern. This configuration requires significant land area and is best suited for new construction on open lots where excavation equipment has access. Installation cost per foot of trench is lower than drilling, but total land disturbance can be large.

Vertical closed loops use boreholes drilled 150–400 feet deep, with U-bend pipe inserted into each borehole and grouted in place. Vertical loops are chosen when surface area is limited—commercial sites, established neighborhoods, or rocky terrain where trenching is impractical. Drilling cost per foot is higher, but fewer square feet of surface are disturbed.

Pond or lake loops (surface water loops) consist of coiled pipe sunk to the bottom of a body of water of adequate depth and surface area. Water provides excellent heat exchange. Installation is typically the least expensive closed-loop option when a suitable water body is available, but local regulations must be checked before installation.

Open loops draw groundwater directly from a well, pass it through the heat exchanger, and discharge it to a pond, stream, or return well. Water quality (mineral content, iron, pH) must be tested; fouling or scaling of the heat exchanger is a real risk. Permitting requirements vary by state and locality.

Key Components Inside a GSHP Unit

Loop Fluid and Antifreeze Safety

Always check the Safety Data Sheet (SDS) before handling antifreeze concentrate. Wear chemical-resistant gloves and safety glasses. Methanol is flammable and toxic; propylene glycol is far less hazardous and is the preferred choice in most residential applications. Dispose of loop fluid per local regulations—do not discharge glycol solutions to storm drains.

When opening any part of the loop, be aware that the system may be pressurized. Relieve pressure through the purge port before breaking any fitting. Lockout/tagout the flow center power before servicing the pump or any electrical component inside the unit.

Unique Service Considerations

Troubleshooting a GSHP that fails to reach setpoint in winter requires checks that simply do not apply to air-source systems:

1. Loop entering water temperature (EWT): Measure at the supply connection to the unit. If EWT is abnormally low, the ground loop may be undersized, the soil may be depleted from continuous run time, or a pipe is damaged.

2. Loop flow rate: Use pressure-drop charts from the manufacturer to verify flow is within the design range for the unit. Low flow reduces heat transfer and can trigger freeze-stat lockout.

3. Antifreeze concentration: Use a refractometer calibrated for the specific fluid (glycol or methanol). A concentration that is too low risks ice formation inside the water-to-refrigerant heat exchanger—a costly failure.

4. Flow center operation: Confirm the pump is running and not air-locked. Purge air if pressure readings or flow calculations are inconsistent.

Checks shared with air-source troubleshooting include: refrigerant charge, compressor operation, reversing valve function, filter condition, and indoor airflow verification.

Credential Relevance

EPA 608 certification is required whenever you recover, recycle, or charge refrigerant in the GSHP cabinet—the refrigerant circuit follows the same rules as any other system. NATE, HVAC Excellence, and NCCER HVAC all include ground-source content in their study materials; understanding loop configurations and unique service steps is directly tested.

Key terms8

Ground-source heat pump (GSHP)A heat pump that exchanges heat with the earth through a buried or submerged loop system rather than with outdoor air.
Water-to-refrigerant heat exchangerThe heat exchanger inside a GSHP that transfers heat between the circulating loop fluid and the refrigerant, replacing the outdoor coil found in air-source systems.
DesuperheaterAn auxiliary heat exchanger that captures excess superheat from compressor discharge to pre-heat domestic hot water while the compressor is operating.
Flow centerAn assembly of circulating pumps, isolation valves, and purge ports that moves loop fluid through the ground loop; the functional equivalent of the outdoor fan in an air-source system.
Entering water temperature (EWT)The temperature of loop fluid as it enters the heat pump unit from the ground loop; a key diagnostic measurement unique to geothermal systems.
Closed-loop systemA geothermal loop configuration in which the same fluid continuously circulates through sealed piping buried in the ground, a borehole, or a body of water, never contacting the surrounding environment directly.
Open-loop systemA geothermal configuration that draws groundwater from a well, passes it through the heat exchanger, and discharges it; water quality and permitting are critical concerns.
Antifreeze concentrationThe ratio of antifreeze (propylene glycol or methanol) to water in the loop fluid, measured with a refractometer to ensure freeze protection at the design loop temperature.
In class: Read a manufacturer or IGSHPA overview of horizontal, vertical, and pond/lake loop configurations; complete a comparison table listing loop type, typical application, approximate depth or length, and one advantage and one limitation of each. · Examine a ground-source heat pump cutaway diagram; identify water-to-refrigerant heat exchanger (replacing the outdoor coil), desuperheater, flow center, and expansion tank; explain how each differs from air-source equipment. · Case study discussion: given a scenario where a ground-source unit is not reaching setpoint in winter, identify which diagnostic steps are unique to geothermal (loop fluid temperature and flow, antifreeze concentration) versus those shared with air-source troubleshooting.
Materials: IGSHPA reference materials or manufacturer geothermal training guide, ground-source heat pump cutaway diagram, comparison table worksheet, case study handout, NATE and HVAC Excellence credential study references for geothermal content
Check: Comparison table and case study responses reviewed; student correctly identifies all five major components and provides accurate comparison of diagnostic steps; pass mark 80%.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

HVAC system principles / NATE geothermal content
1. What is the primary reason a ground-source heat pump maintains more consistent efficiency across seasons compared to an air-source heat pump?
GSHP components / HVAC Excellence and NCCER HVAC
2. Which GSHP component replaces the outdoor coil found in an air-source heat pump?
Geothermal troubleshooting / NATE and HVAC Excellence
3. A technician finds that loop fluid entering the GSHP unit is significantly colder than design specifications on a cold January day. Which of the following is the MOST likely geothermal-specific cause?
Loop configuration selection / NCCER HVAC and IGSHPA
4. Which loop configuration is BEST suited for a commercial site in an urban area where surface land is very limited?
Geothermal service procedures / NATE and HVAC Excellence
5. A technician is about to measure antifreeze concentration in a GSHP loop. Which instrument is used for this measurement?
Safety / LOTO and PPE — all credentials
6. Before opening a fitting in the geothermal loop piping to replace a pump, what safety step must be performed FIRST?
GSHP components / NATE and HVAC Excellence
7. What is the function of the desuperheater in a ground-source heat pump?
Geothermal safety and fluid selection / IGSHPA and HVAC Excellence
8. Why is propylene glycol generally preferred over methanol as a loop antifreeze in residential geothermal installations?
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