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Address energy outside of an HVAC season or during unavailable period#2151

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joseph-robertson wants to merge 46 commits intomasterfrom
address-crankcase-defrost-pan-warning
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Address energy outside of an HVAC season or during unavailable period#2151
joseph-robertson wants to merge 46 commits intomasterfrom
address-crankcase-defrost-pan-warning

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@joseph-robertson joseph-robertson commented Jan 22, 2026

Pull Request Description

Addresses #2149, model the crankcase heater via EMS so that it can be disallowed during power outages.

Checklist

Not all may apply:

  • Schematron validator (EPvalidator.sch) has been updated
  • Sample files have been added/updated (openstudio tasks.rb update_hpxmls)
  • Tests have been added/updated (e.g., HPXMLtoOpenStudio/tests/test*.rb and/or workflow/tests/test*.rb)
  • Documentation has been updated
  • Changelog has been updated
  • openstudio tasks.rb update_measures has been run
  • No unexpected changes to simulation results of sample files

@joseph-robertson joseph-robertson changed the title Address crankcase/defrost/pan energy outside of an HVAC season or heating unavailable period Address energy outside of an HVAC season or during unavailable period Jan 22, 2026
Comment on lines +4715 to +4716
# Don't run crankcase heater during HVAC unavailable period either
temp_criteria += " && (#{hvac_avail_sensor.name} == 1)"
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Should this only run when (A) AC and cooling available, and (B) HP and either heating/cooling available?

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name: "#{clg_coil.name} crankcase program"
)
program.addLine("Set T_out = #{tout_db_sensor.name}")
temp_criteria = "If (T_out < #{max_oat_crankcase})"
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Crankcase heater only operates when the compressor is not running -- how do we incorporate that here?

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1 minus the coil runtime fraction?

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e.g., crankcase_power * (1 - coil_rtf)

You don't incorporate it in the criteria, you incorporate it in the energy use calculation.

base-hvac-air-to-air-heat-pump-var-speed-pan-heater-none.xml,52.657,52.657,52.657,52.657,0.0,0.0,0.0,0.0,0.0,0.0,13.275,1.067,2.3,0.011,3.764,0.458,10.77,0.0,0.0,4.507,0.0,0.334,0.0,0.0,0.0,0.0,2.074,0.0,0.0,0.284,0.347,1.436,1.529,0.0,2.116,8.384,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
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base-hvac-air-to-air-heat-pump-2-speed.xml,52.895,52.895,52.895,52.895,0.0,0.0,0.0,0.0,0.0,0.0,11.775,1.245,3.477,0.071,4.057,0.489,10.77,0.0,0.0,4.507,0.0,0.334,0.0,0.0,0.0,0.0,2.074,0.0,0.0,0.284,0.347,1.436,1.529,0.0,2.116,8.384,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
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I'm struggling to understand why the new crankcase EMS program shows agreement for 1-speed ASHP, but not multispeed ASHP. See the following, where the original crankcase output variable is reported vs the EMS power * (1 - RTF) calculation. Is there something other than RTF that E+ uses for determining whether the compressor is running or not?

Image

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This definitely looks related: NatLabRockies/EnergyPlus#10052

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The above issue is somewhat related, but not the cause of the discrepancy. This commit should bring E+ crankcase and EMS crankcase into alignment: ecdc565

@shorowit shorowit moved this from Triage to In progress in OpenStudio-HPXML Feb 3, 2026
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This one needs more investigation. It looks like, using calling point InsideHVACSystemIterationLoop, sensor values for "Unitary System DX Coil Cycling Ratio" in the program do not match what is ultimately reported.

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For example, in the following I am setting the far right EMS column to the value of the cycling ratio sensor in the program. At hour 5, the reported value is 1 but the value seen in the program is 0.

image

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Changing InsideHVACSystemIterationLoop -> EndOfSystemTimestepBeforeHVACReporting in 2afbc95 seems to do the trick. Not totally sure why.

ObjectTypeMiscWellPump = 'misc well pump'
ObjectTypeNaturalVentilation = 'natural vent'
ObjectTypeNeighbors = 'neighbors'
ObjectTypeOATDrybulbSensor = 'outdoor air drybulb temperature sensor'
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This is used for both defrost and crankcase.

ObjectTypeNeighbors = 'neighbors'
ObjectTypeOATDrybulbSensor = 'outdoor air drybulb temperature sensor'
ObjectTypeOccupants = 'occupants'
ObjectTypeCrankcaseHeater = 'crankcase heater'
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This is the new "end use" for actuated other equipment objects.

Comment on lines +4705 to +4710
coil_name = clg_coil.name.to_s
if (heat_pump.is_a? HPXML::HeatPump) && (heat_pump.fraction_heat_load_served > 0)
coil_name = htg_coil.name.to_s
else
htg_coil = nil
end
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By default, use the cooling coil name in the actuated object and program names. Unless it's a heat pump that provides heating -- then use the heating coil name.

Comment on lines +4727 to +4731
if heat_pump.is_a? HPXML::CoolingSystem
crankcase_heater_energy_oe.additionalProperties.setFeature('FractionHeatLoadServed', 0.0) # Used by reporting measure
elsif heat_pump.is_a? HPXML::HeatPump
crankcase_heater_energy_oe.additionalProperties.setFeature('FractionHeatLoadServed', heat_pump.fraction_heat_load_served) # Used by reporting measure
end
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Used by the reporting measure for allocating crankcase either to heating or cooling end use.

else
program.addLine('Set cyc_ratio = 0')
end
temp_criteria = "If (T_out < #{max_oat_crankcase}) && (cyc_ratio < 1)"
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Cycling ratio is 1 for multispeed objects operating at speeds above 1 (i.e., compressor is not off).

clg_sys.cooling_capacity *= unit_multiplier
clg_sys.cooling_design_airflow_cfm *= unit_multiplier
clg_ap.cooling_actual_airflow_cfm *= unit_multiplier
clg_sys.crankcase_heater_watts *= unit_multiplier unless clg_sys.crankcase_heater_watts.nil?
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Meters incoporate thermal zone multipliers.

Comment on lines -1645 to -1651
if object.additionalProperties.getFeatureAsDouble('FractionHeatLoadServed').is_initialized && object.additionalProperties.getFeatureAsDouble('FractionHeatLoadServed').get <= 0
# HP only provides cooling, allocate crankcase to cooling end use
vars[[FT::Elec, EUT::Cooling]] = ['Heating Coil Crankcase Heater Electricity Energy']
else
# Allocate crankcase to heating end use
vars[[FT::Elec, EUT::Heating]] << 'Heating Coil Crankcase Heater Electricity Energy'
end
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This allocation logic (and some below) is moved to the OtherEquipment block.

end

def test_heat_pump_defrost_and_pan_heater
def test_heat_pump_defrost_and_pan_heater_and_crankcase_heater
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Move the existing crankcase test into here since we're now, like defrost and pan heater, using EMS programs.

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The 3.926 -> 3.837 is expected decrease since "it is now possible to eliminate all HVAC energy use (e.g. crankcase/defrost energy) in EnergyPlus during an unavailable period."

base-schedules-detailed-occupancy-stochastic-no-space-cooling.xml,68.334,68.334,36.884,36.884,31.45,0.0,0.0,0.0,0.0,0.0,0.0,0.979,0.0,0.0,3.34,0.759,10.762,0.0,0.0,4.51,0.0,0.334,0.0,0.0,0.0,0.0,2.106,0.0,0.0,0.284,0.347,1.436,1.529,0.0,2.116,8.384,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,31.45,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
base-schedules-detailed-occupancy-stochastic-no-space-heating.xml,66.558,66.558,39.177,39.177,27.38,0.0,0.0,0.0,0.0,0.0,0.0,0.852,0.0,0.0,5.314,1.231,10.781,0.0,0.0,4.51,0.0,0.334,0.0,0.0,0.0,0.0,2.061,0.0,0.0,0.284,0.347,1.436,1.529,0.0,2.116,8.384,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,27.38,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
base-schedules-detailed-occupancy-stochastic-power-outage.xml,52.628,52.628,32.948,32.948,19.68,0.0,0.0,0.0,0.0,0.0,0.0,0.613,0.0,0.0,5.292,1.225,8.667,0.0,0.0,3.618,0.0,0.267,0.0,0.0,0.0,0.0,1.754,0.0,0.0,0.238,0.296,1.183,1.275,0.0,1.713,6.806,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,19.68,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
base-schedules-detailed-occupancy-stochastic-power-outage.xml,52.54,52.54,32.86,32.86,19.68,0.0,0.0,0.0,0.0,0.0,0.0,0.613,0.0,0.0,5.204,1.225,8.667,0.0,0.0,3.618,0.0,0.267,0.0,0.0,0.0,0.0,1.754,0.0,0.0,0.238,0.296,1.183,1.275,0.0,1.713,6.806,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,19.68,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0
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Again, expected decrease.

@joseph-robertson joseph-robertson marked this pull request as ready for review March 16, 2026 20:46
joseph-robertson and others added 5 commits March 31, 2026 10:51
…HPXML into address-crankcase-defrost-pan-warning

# Conflicts:
#	HPXMLtoOpenStudio/measure.xml
#	ReportSimulationOutput/measure.xml
#	workflow/tests/base_results/results_simulations_misc.csv
@shorowit shorowit mentioned this pull request Apr 7, 2026
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