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Troubleshooting Three-Way and Four-Way Switch Circuits - Which One Should I Use - Part VIII
by Phil Kingery
Captain Coupling was just about recovered from La$ Vega$ and CES when
he went to the land of Mickey and the HAA convention!!
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Which One Should I Use, Part VIII (Preamble)
Are we up to Part 8 already? Time sure flies, doesn’t it.
Those of you who know me or have read other articles of mine, know that I travel a lot for ACT
(Advanced Control Technologies, Inc.). I enjoy traveling, as long as it isn’t every week. Back in
January I spoke at the big CES convention (Consumer Electronics Show) in Las Vegas. Then, in early
February, I was asked to speak at the Home Automation Association convention in Orlando Florida.
The HAA convention is only a fraction of the size of CES but since its purpose is
only HA, it is a great convention. All my friends in the HA community were there. As
last year, it was held at the Orange County Convention Center on the southwest corner of Orlando.
If you didn’t attend, plan to do so next year. You can meet us at the convention while the rest of
your family goes to Disney World, Sea World, Universal Studios or whatever. You will have a great
time. (As far as we teachers are concerned, that convention center is also a great place to teach a
class. They have the best arrangement for classrooms plus they have great A.V. equipment.)
Okay, what are we going to discuss in this chapter? At the end of the
last section, I gave you the chance to vote. Depending on your votes, the next episode would be,
"3- & 4-Way Troubleshooting", or "Noise and Filtering", or "The Basics
of the X-10 Binary Codes" or I even gave you the option of suggesting your own topic (kind of
a "write-in" vote). I received a lot of email for "3- & 4-Way
Troubleshooting", a lot for "Noise and Filtering", none for "The Basics of the
X-10 Binary Codes" plus one write-in for "Whole House Filtering".
Then my email died. We here at ACT had to move our internet server. We
had been contracting for our web site ( http://www.act-solutions.com ) on someone else’s system but
we had to move it to another site. Eventually we hope to have it in our own building. For almost
three weeks (late February, early March) our web site was down as well as my internet email. I was
forced to make a decision on the subject of this chapter even though I was unable to read any more
email votes. When my email died in late February, the votes were slightly in favor of finishing up
3- & 4-ways, so that is what I started writing. Although this may sound like voter fraud, this
one is entitled:
Which One Should I Use, Part VIII
(Troubleshooting Three-Way and Four-Way Switch Circuits)
Four months ago we began (what was thought to be) a two part series on
3-way circuits but obviously it has turned into a three-parter. Back in February I left you with
these questions:
-
Can I use the slave switch any differently than the examples already
given?
-
Why do some light bulbs just not work with 3-ways?
-
My new X-10 3-way will come "on" okay, but why can’t I turn
it "off"?
In this section I will try to answer those plus a few others, but I
caution you, if you are wanting to troubleshoot your 3- or 4-way X-10 circuit, please do not start
reading here. You need to get a good foundation of how standard 3-ways work and how the many
variations can be converted into X-10 3-ways. To do that you must go back and read the "Which
One Should I Use,
Part VI
", and "
Part VII
". There are of course, five more articles before those and while each is a masterpiece in its own right, only parts 6 and 7 have anything to do with 3-ways.
(Interesting note: Experienced web surfers have a strange vocabulary
and often invent acronyms for commonly used phrases. One reader emailed me and referred to the last
chapter as "WOSIU-#7". I have to admit, that is a lot shorter than "Which One Should
I Use, Part VII".)
You may recall from the last part, that I said that we get a lot of
technical calls on 3-ways (and I don’t mean the kinky kind). It is common to find that the
installer doesn’t understand standard 3-way circuits, let alone X-10
3-way circuits. Perhaps it is two light switches at the ends of a long hallway or at the top and
bottom of a stairway. A 3-way circuit has the ability to control one load from two different
locations.
We intuitively know that a light switch that is "down" is
usually "off" and one that is "up" is usually "on". You may have
never noticed, however, that the special switches made for 3-way circuits do not have the familiar
"on" and "off" embossed into the plastic. That is because "on" can be
up or down, depending on the position of the other switch.
Things to consider: (I have already given this in both of the previous
parts so let’s do the Cliff Notes version.)
-
In a standard 3-way, the current flows through both switches but
in an X-10 3-way, the current flows only through the 3-way master.
-
A standard 3-way can not be converted to an X-10 3-way
circuit just by replacing one switch.
-
I call any dimmer receiver a "2 wire" dimmer if is designed
to work without a neutral connection. I call it a "3-wire" dimmer If it’s requires a
neutral. All relay receivers require a neutral wire.
-
Most importantly, all electrical work should be done by a qualified and
licensed electrician adhering to all national and local electrical codes. Although circuit breakers
are not shown, appropriately sized breakers are required on all circuits. And never use the
ground wire for anything other than ground!
Okay, lets talk about some basic troubleshooting concepts. We must
assume that first and foremost, your X-10 based 3-way installation was done correctly according to
the wiring instructions that came with your unit. Second, you have the proper test equipment
(multi-meter, etc.) and experience to know how to install it and if you don’t, you had a
qualified electrician or HA installer do it for you. This may be beating the proverbial dead horse
but we occasionally get calls from people needing "troubleshooting" help when they didn’t
even read the instructions. We must also assume that your existing wiring is sufficient for the
chosen X-10 device. That means that if you have chosen a 3-way master that requires a neutral, you
must have a neutral in the wall box (and I don’t mean "ground", I mean a real honest to
goodness "neutral"). Finally, we must assume that the X-10 receiver is an otherwise
properly operating unit. I have seen an installer mis-wire a receiver, burn it up, and then want
troubleshooting help. Now that we have that out of the way, lets move on to some not-so-obvious
troubleshooting considerations.
1. Can I use the slave switch any differently than the
examples already given?
Why, yes you can (sometimes). Since I always like to give credit where
credit is due, it was Charles Sullivan (cwsulliv@nr.infi.net) who reminded me about something in
residential 3-ways that I had omitted. Since I deal mostly with industrial/commercial
installations, most of my 3-ways problems relate to relay receivers and many of those
are on 277v circuits. I often forget that the basic
"mail-order/buy-it-from-a-catalog/Radio-Shack/type-o’-stuff" X-10 based 3-ways are
of the 2-wire variety and they are a bit more flexible as far as their wiring. One piece of
warning, however, do not try this on any relay receiver.
Figure 1 shows a typical X-10 based 3-way circuit. It has a standard
"2-wire" dimmer receiver. (Yes, I know the
control
wire makes it a total of 3 wires, but you know my rules. If you don’t, then you need to go back and
read WOSIU-#6 and WOSIU-#7.) This arrangement shows the slave switch in the first wall box. (Some
people prefer the more politically correct term "auxiliary" switch, but... ) Usually, the
slave switch is used to connect line voltage to the
control
lead of the 3-way master receiver. (I made the word "
control
" in red, not to designate a hyperlink, but to show that the control lead is usually
red
in color.)
But, that is not the only way the slave switch can be used. Figure 2 shows an
alternate method. Since the master receiver is looking for a "change in voltage", that
change can be up or down. If you have ever used a multi-meter to measure the voltage on the
control
lead, you may have noticed that there was already voltage there even when it wasn’t wired up to
anything. Figure 2 shows how the slave switch can be used to connect neutral to that
control
lead instead of line voltage. "Sometimes" this may work better for you, it all
depends on other factors which neither you nor I could possibly know until you try it.
By the way, if you do try to measure the voltage on the red
control
lead while it is connected to the slave switch, you will also notice how
difficult it is to do. The very presence of the multi-meter sometimes effects the operation of the
3-way master. When you press the button on the slave, you may see almost no change in voltage and
the master doesn’t seem to react. Remove the multi-meter and everything works fine. That’s just
part of the wonderful world of troubleshooting.
Okay, here’s another variation (figure 3). If you were forced by the
availability of wires in the wall boxes to place your 3-way master in the first box and the slave
in the second one, you will discover that there simply are not enough wires to get line
voltage to the slave. In this case using the neutral wire is a viable option.
Finally, figure 4 illustrates one more possibility. According to most
instruction sheets for the actual X-10 PowerHouse 3-ways, the slave switch is shown as being wired
between the
load
and the
control
leads of the master receiver in many instances. (None of ACT’s 3-ways show this as an option. I
also don’t think any of Leviton’s units show it as an option either, but since I don’t work for
Leviton, I’m not willing to bet any Peanut M&M’s on it.) So if you are using something other
than standard
"buy-them-from-a-catalog-or-from-Radio-Shack-or-hardware-store-type-of-X-10"
units, then don’t try this. Always consult the instruction sheets that come with your unit.
All of these diagrams show the minimum of wires but we all know that in
many instances there may be bundles of wires for several circuits in multi-ganged wall boxes. Here
are a few points that are good to know:
-
In most cases, it is better to use the same line for the master
and the slave. Even though it may seem trivial, using a line wire from one circuit on the
master and a different line wire from another circuit for the slave may cause a problem.
Sometimes only a 1 or 2 volt difference can result in an unreliable 3-way operation. If the two
circuits are actually from opposite sides of the panel, you could even have a very dangerous 240v
instead of 120v. While this is rare, it is possible. Electricians try very hard to make sure that
only one phase is present in multi-ganged wall boxes.
-
The same thing is true for the use of neutral wires. If your are using
a 3-wire dimmer or a relay receiver, then it will require a neutral connection. That neutral should
be the same one that goes to the load. Using a different neutral can also cause a few volts of
difference and result in an unreliable system.
2. Why do some light bulbs just not work with
3-ways?
This was covered a little in previous articles but it certainly won’t
hurt to cover it more thoroughly in this one. In actuality, the same bulbs (and other loads) that
cause problems for 3-ways, also cause problems for standard receivers.
First consider what type of 3-way master you are using. A 2-wire dimmer
receiver is far more fickle about what it wants to control. Remember, a 2-wire dimmer gets its
operating power and its signal through the load. (If that statement is
confusing, you should go back and read the very first part of this series). What if the load you
are trying to control does weird things to the power? ...or blocks the X-10 signal? There are light
bulbs that do that. Several years ago, Sylvania came out with a line of energy efficient bulbs
called "Capsylite" bulbs. They actually have a capacitor and a diode built inside. When
these bulbs (mostly used for flood and spot light applications) first came on the market, we in the
X-10 biz really started scratching our heads.
Most of us knew that these bulbs were bad news (at least when we tried
to control them with X-10 receivers) but we may not have known why. If you have one of these bulbs,
or suspect that you do, you can use your ohm meter to check it. With the bulb out of its socket (no
power, obviously), use your ohm meter to test for the resistance of the bulb. With the test leads
connected one way, it will show nearly a dead short, but reversing the leads will show an open.
That is because there is a diode inside the bulb. Actually, there is also a capacitor so when you
do this test you may see an odd indication on your meter. Depending on which way you have your
leads (and there is no way to know before hand) you may see a short circuit. That little battery in
your ohm meter also charges up the small capacitor in the bulb so that when you reverse the leads,
you will see an instantaneous reversal of your analog needle. It may "peg out" in the
wrong direction. If you are using a digital meter, it will show a momentary presence of voltage
until that capacitor discharges, then it will slowly go to an open in a second or so.
So what do these bulbs do to X-10 dimmers? Weird and strange things,
children! (Perhaps HTI should have a contest for the strangest thing you have ever seen with these
bulbs.) As a rule, we just don’t recommend trying to use an X-10 dimmer with Capsylite bulbs or any
other brand that has similar characteristics (GE Miser, etc.) The only type of bulbs that should be
used are the regular, run of the mill, garden variety, grocery store type of incandescent bulbs.
And by the way, make sure you stay under the 500w dimmer rating.
Another type of "light" that should not be used with X-10
dimmer receivers (3-ways or not) are fluorescent lights. That means the big units (4-foot, 8-foot,
round ones, curved ones, etc.) and the little screw-in ones. Those new little ones are commonly
called "CFL’s" for "Compact Fluorescent Lights". Since they are
"ballasted" they are in the category of non-linear loads. Even though there are a few
exceptions to the rule, I still recommend that you never try to control a fluorescent light with
any electronic dimmer unit (which includes X-10 dimmers). While it is true that there are a few
fluorescent ballasts on the market that are designed for use with dimmer input, they are rare.
Another ballasted light is the HID (High Intensity Discharge) class of
lighting. We usually think of Sodium Vapor lights as being in this category but there are many
others. In any event, since they use a ballast, they are an X-10 dimmer no-no.
Many sources of X-10 information have also placed Halogen Bulbs on the
no-no list but that is because many people don’t know the difference in "low-voltage"
halogen and standard 120v halogen. If the bulb is a standard, 120v bulb with no
"built-in" transformer nor power-supply, then an X-10 dimmer should work just fine. On
the other hand, any kind of low voltage bulb means that it must have a step-down transformer or
low-voltage power supply and so it is on the no-no list. (There is a subject for whole article.
Perhaps "Which One Should I Use, Part IX, Low-Voltage and Halogen lights".)
A 3-wire X-10 dimmer (like ACT’s RD161 which requires it’s own neutral
connection) can often be used with non-linear loads where a 2-wire dimmer simply will not work For
more information on that refer back to WOSIU-#2 which talks about controlling transformers and
motors. In almost all cases, a relay receiver will be able to control any load. I say "almost
all cases" because some CFL’s and some power supplies for low-voltage lighting generate so
much electrical pollution that the X-10 signals can’t get through. (There is a subject for whole
article. Perhaps "Which One Should I Use, Part IX, Noise and Filtering".)
3. My new X-10 3-way will come
"on" okay, but why can’t I turn it
"off"?
One of the very first lessons a good troubleshooting technician learns
is to be sure he understands the problem. The problem of "On but not
Off" may be one problem disguised as another problem. First, let’s talk about
the "signal" problem, and then the "3-way" problem.
If you can send an "on" command and have the light come on,
but discover that sending an "off" command does nothing, it may be a signal strength
problem and not a "3-way" problem. This is almost always found when using a 2-wire dimmer
(either a single or a 3-way master) which gets its power and its signal "through" the
load. Incandescent filaments have a positive temperature coefficient which means that the
resistance of the bulb increases as its temperature increases. When it is cold (off) a marginal
signal will still be able to squeeze through. Once the bulb is hot (on) the signal has a much
harder time getting through to the 2-wire X-10 dimmer receiver. If this is the case, the presence
of the slave switch has nothing to do with this but since this problem occasionally arises with the
installation of a 3-way dimmer circuit, some people think there is a problem with the receiver.
This is a low signal problem and can be corrected by proper coupling.
The other "On but not Off"
problem really is a "3-way" problem. Look at this diagram (figure 5) and you will notice
a circle around the travelers. "Travelers" is just a term that means the wires between
the slave and the 3-way master. Although my drawing shows them as only a few inches apart, in
reality the wire runs may be a very long distance. When the load (in this case the light on the
right) is off, there is just enough current flowing through the line wire to keep the 3-way
master working. As soon as the light comes "on", the amount of current increases
dramatically. That increase in current also will increase the induced voltage in the
control
lead. That means that when you press the slave switch, the light will come on. Then, unknown to
you, the increased current has induced a constant voltage onto the
control
wire. Even though you have removed your finger from the slave switch button, a small amount of
voltage remains. When you again press your finger on the slave switch button, nothing happens.
I have seen this in varying degrees of complexity. Sometimes the
voltage is borderline and causes only an occasional problem. Sometimes this only becomes a problem
when the home owner replaces the light bulbs with higher wattage ones. That small increase in
current makes a previously reliable 3-way into an unreliable one. Sometimes the current on a nearby
circuit (in the same multi-ganged wall box) causes the problem. And then, every once in a while, an
installation will have the induced voltage that is so high that once it is turned on, the dimmer
continuously cycles from dim to bright, over and over endlessly as if there were some invisible
finger still pressing on the button.
Okay, how do we fix this? Well, that depends. We at ACT have our slave
switches manufactured with a .01m fd capacitor inside them. As a matter of fact, that is the only
electronic component in a slave switch. Other companies may not have a capacitor in their slave
switches (but as I said before, I only work for ACT so I wouldn’t bet any M&M’s on it, one way
or the other). That little capacitor helps with impedance matching and so induced voltage is less
of a problem. If you are a DIY’er and are experiencing this problem, simply changing to an ACT
slave switch will sometimes correct it. Or if you would like, sometimes you can add a .01m fd
capacitor where the slave connects to the travelers. Since this is an "add-on" I would
not recommend doing this if it conflicts in any way with your local electrical codes.
Another tactic is to rearrange the order of the devices or the wires
they are using. That means that if the required wires are present to allow it, simply swap the
positions of the master and the slave. Also, if your installation is using a 2-wire dimmer you may
try using the slave on neutral or load instead of line (as discussed above).
Lastly,
when all else fails, sometimes the only thing you can do is to abandon the use of a true 3-way
slave and install a wall mount transmitter (figure 6). Now please don’t misunderstand. This is not
"giving up". This simply means that in some cases it is more time efficient and cost
effective to use a transmitter than to continue to try and figure out why there is an induced
voltage on the control lead, or a higher than normal neutral voltage. We in the
commercial/industrial automation side have an advantage since we can often fish a new neutral wire
or control wire through a conduit. In HA you are often stuck with the wires you have. Your customer
will get mighty torqued off if you start sawing through his wall to run more wires. Just remember,
a transmitter uses line and neutral, not the
control
lead.
One more strange wiring scenario before we put this episode to rest.
Figure 7 shows an "illegal" circuit. This is a overly simplistic wiring diagram and in
reality it can be done in several different (yet still illegal) ways. No matter how you look at it,
it’s is illegal because its dangerous. With one switch up and the other switch down, the circuit is
complete and the light comes on. With both switches down, there is no voltage at the light and it
goes off. With both switches up, however, the light is off, but there is a shock hazard because
both of the wires now have 120v present. Not a good idea. At a recent class, I was handed a drawing
with this basic diagram. It was referred to as a "French" 3-way. (I had never heard of
it, French or not.)
If you ever run into such a 3-way circuit similar to this, please do
not try to convert it to an X-10 3-way. The larger priority is to update the circuit to an
electrically safe, National Electrical Code approved 3-way circuit. Then you can convert it to an
X-10 3-way.
As usual, I am writing this at the last second and so I need to proof
it and send it off to Bob Hetherington at HTI. Apparently I got it in to him in time, otherwise you
wouldn’t be reading this, now would you. The next chapter (June 1998) we will again be open to the
will of the masses I would like your opinion on the following choices:
Noise and Filtering.
X-10 Binary Codes Including the New Extended Code.
General Troubleshooting and Test Equipment
You are going to have to let me know what you want, however I will only
take votes until the middle of May. You know what they say in politics: Vote soon and vote often!
Cast your vote through email:
pkingery@act-solutions.com
Oh, one more thing. ACT is hosting its next 2-day X-10/PCC technical
class here in Indianapolis on May 14-15. Since the first day of qualifications for the Indianapolis
500 is on Saturday the 16th, we suspect it will fill up fast. Email me for more information.
Well, children, until next time....
What will become of Captain Coupling?
Will we ever return to finish complex signal coupling?
Stay tuned, children! Same Bat Time, same Bat Channel!
Phillip Kingery is the representative of Advanced Control Technologies,
Inc. and teaches X-10 related classes around the country. Email him at
pkingery@act-solutions.com
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