ASHRAE JOURNAL ashrae.org DECEMBER 202022
How Effective
Are Mixing Boxes
At Performing the
Economizer Function?
BY STEPHEN WELTY, P.E., MEMBER ASHRAE; RICARDO ORTIZ
Taking outdoor air into the building to help cool a space and provide required venti-
lation is a well-known technique; to do it to maximum effect takes careful analysis
and proper selection of components and control strategies. A mixing box carries out
the economizer function of providing cooling assist and ventilation in buildings by
taking in outdoor air in a single, packaged device. This article examines the effective-
ness of using a mixing box for air mixing and explores strategies for improving its
effectiveness.
Economizers and mixing boxes both consist of a
damper to let outdoor air into the system, a damper to
let return air mix with that outdoor air and an exhaust
damper to prevent over-pressurization of the building.
Mixing boxes can be implemented with all the damp-
ers in one product (built-in relief) or with the relief or
exhaust damper separate. An economizer diagram is
shown in Figure 1.
The main advantage of a mixing box is that it can
be installed as a single unit right before the air han-
dler return and can be implemented with filter racks
and ultraviolet lights to provide air filtration and
sterilization. Since the dampers are close to each other,
they can be mechanically linked and use a single actua-
tor, which reduces cost, simplifies the control strategy
and reduces potential failure points. Since all the econo-
mizer components are in a single location, maintenance
and periodic performance checks are easier.
Dampers installed in ductwork in an economizer
setup can allow for long sections of duct for full mixing
to occur before the cooling coil. Mixing boxes, how-
ever, usually have short sections before the cooling coil,
which can be a disadvantage for effective air mixing. In
worst-case conditions, poor mixing of airstreams could
Stephen Welty, P.E., is vice president, and Ricardo Ortiz is design engineer at Plenums of Florida near Tampa Bay, Fla.
TECHNICAL FEATURETECHNICAL FEATURE
This article was published in ASHRAE Journal, December 2020. Copyright 2020 ASHRAE. Posted at www.ashrae.org. This article may not
be copied and/or distributed electronically or in paper form without permission of ASHRAE. For more information about ASHRAE Journal,
visit www.ashrae.org.

DECEMBER 2020 ashrae.org ASHRAE JOURNAL 23
lead to coil freezing.
2
The other effect of poor mixing is
causing the economizer controls to operate to the detri-
ment of system efficiency since the sensors are sens-
ing nonrepresentative conditions.
3
ASHRAE Standard
90.1-2019
4
makes recommendations for the high limit
settings in various climate regions, but this assumes a
representative mixed air temperature is sensed.
Several CFD simulations were run to calibrate the
CFD model to test data published in ASHRAE Research
Report RP-1045, “Verifying Mixed Air Damper
Temperature Control and Air Mixing Characteristics.
by Finaish, et al.
5
The report tested a wide range of mix-
ing box configurations and damper sizes, so a single
test configuration was chosen that was close in size and
configuration to a commercially available mixing box
for use with a 20 ton (70 kW) to 25 ton (87.5 kW) air han-
dler. The test setup is shown in Figure 2. Figure 3 shows the
commercial mixing box product. The test data available
is for a flow rate of 16,000 cfm (7551 L/s) at 15% outdoor
air (OA) and 30% OA. This paper focuses on the 30% OA
case.
The steps used to proceed from the validated CFD
simulation against test data of the setup in Figure 2 to the
commercial product in Figure 3 were as follows:
1. Adjust the CFD model of dimensions in Figure 2 to
match test data within 10% including a mesh sensitivity
study.
2. Make the return air (RA) damper the same size
as the outdoor air (OA) damper, changing it from
54.2 in. × 18.2 in. (1377 mm × 462 mm) to 67.9 in. ×
22.6 in. (1725 mm × 574 mm).
3. Change the box size to that shown in Figure 3
(90.5 in. × 28.375 in. [2299 mm × 721 mm]).
4. Change the RA and the OA damper size to that
shown in Figure 3 (24 in. × 88 in. [610 mm × 2235 mm]).
5. Drop the total flow to 10,000 cfm (4719 L/s) to match
the 25 ton (87.5 kW) rating.
Mixing effectiveness was described in the ASHRAE
Research Report
5
as both range effectiveness and ther-
mal statistical mixing effectiveness. Robinson
6
has
defined range effectiveness as:
E
Range
Range
Range
DS
US
=−
×1 100%
(1)
where
Range
DS
= (T
max
T
min
)
Downstream
Range
US
= (T
max
T
min
)
Upstream
And statistical effectiveness as:
E
SD
SD
Statistical
DS
US
=−
×1 100%
(2)
where
SD
DS
= Temperature standard deviation downstream
of the mixing device
SD
US
= Temperature standard deviation upstream of
the mixing device
FIGURE 1 Economizer diagram.
1
Outdoor Air
(OA)
Mixed Air
(MA)
Supply Air
Fan
(SAF)
Cooling
Coil
(CC)
Supply Air
(SA)
Heating Coil
(HC)
Filter
(F)
Recirculated Air (CA)
Dampers (D)
Exhaust Air
(EA)
Return Air Fan (RAF)
Return Air
(RA)
FIGURE 2 Test setup from ASHRAE Research Report RP-1045.
5
Atmospheric
Pressure
OA Damper
RA Damper
Airflow
54
3
16
in.
22
5
8
in.
12 in.
18
1
16
in.
67
7
8
in.
117 in.
38 in.
144 in.
FIGURE 3 Commercially available 20 ton to 25 ton mixing box.
28
3
in.
8
90
1
in.
2
33
3
in.
4
6
3
in.
8
88 in.
24 in.
8 in.
TECHNICAL FEATURE

ASHRAE JOURNAL ashrae.org DECEMBER 202024
As Robinson
6
points out, each effectiveness method
has its own strengths and weaknesses. Range effective-
ness is good for reporting extremes of temperature that
might lead to coil freezing or nuisance freeze stat trip-
ping. Statistical effectiveness is good at reporting the
uniformity of the flow for control response. However,
in practice, usually a single sensor is placed in each
airstream, which makes statistical effectiveness more a
tool for design and analysis and not relevant for control
strategies.
Getting the standard deviation of upstream tempera-
ture has some inconsistencies in the literature and some
practical difficulties in sample size for a standard devia-
tion. Finaish, et al.,
5
defines the upstream standard
deviation as:
SD
US
= 0.5(T
RA
T
OA
) (3)
where T
RA
is the return air temperature and T
OA
is the
outdoor air temperature.
This definition differs from the definition in another
paper, where Sauer, et al.,
7
defines the upstream stan-
dard deviation as:
SD
VV
VV
TT
US
RA OA
RA OA
RA OA
=
+
()
(4)
where V
RA
and V
OA
are the velocity of the return and out-
door airstreams.
This definition of upstream standard deviation
accounts for different airstream velocities, but was
shown to vary widely when the RA damper area was
changed while holding flow rates and all other vari-
ables constant. The derivations of Equation 3 and
Equation 4 were not provided, and the authors of
this paper found no intuitive way to choose between
them.
A simple conservation of energy evaluation neglect-
ing kinetic and potential energy changes yields this
equation:
Q
R A
r
RA
c
p
T
RA
+ Q
OA
r
OA
c
p
T
OA
= Q
MA
r
MA
c
p
T
MA
(5)
Assuming the density, r
x
, and specific heat, c
p
, change
is negligible, the equation becomes:
Q
RA
T
RA
+Q
OA
T
OA
= Q
MA
T
MA
(6)
where Q
RA
, Q
OA
and Q
MA
are the return, outdoor and
mixed air volumetric flow rates, respectively. T
RA
, T
OA
and T
MA
are the return, outdoor and mixed air tempera-
tures, respectively.
Using the relationship between volumetric flows and
simplifying yields the following:
Q
RA
+ Q A
OA
= Q
MA
(7)
Q
RA
= (1 – %OA)Q
MA
(8)
Q
OA
= (%OA)Q
MA
(9)
T
MA
= (1 – %OA)T
RA
+ %OA × T
OA
(10)
where %OA is the percent of outdoor air.
This is the equation used in an economizer reference
manual
8
for finding the mixed air temperature.
Considering T
MA
as the average theoretical tempera-
ture, we can compute a more meaningful upstream
standard deviation for the statistical effectiveness.
SD
TT
n
US
iMA
i
n
=
()
=
2
1
1
(11)
where the data set consists of T
RA
and T
OA
.
Equation 11 will be used in Equation 2 for reporting of
statistical effectiveness in this paper because it does not
skew the numbers based on damper sizes as Equation 4
does, and it provides a weighted average of tempera-
tures based on the percent outdoor air, unlike Equation 3.
Computer-Aided Design (CAD) Model
Preparation and Uncertainties
An air mixing box with dampers facing perpendicu-
lar to each other was selected for analysis since this
is the most common configuration. The analysis was
performed in steady state with adiabatic walls. Figure 2
shows the 3D model with dimensions created to match
Configuration 4 tested in Test 7, with the results pub-
lished in ASHRAE Research Report, RP-1045, “Verifying
Mixed Air Damper Temperature Control and Air Mixing
Characteristics.
5
To prevent any unrealistic recircula-
tion in the CFD simulation, the inlets and outlet sur-
faces were extended by 100 in. (2540 mm) and 150 in.
(3810 mm), respectively. There is also some uncertainty
on how the real blades were positioned and their open-
ing angles when performing the test.
TECHNICAL FEATURE

DECEMBER 2020 ashrae.org ASHRAE JOURNAL 25
It was assumed that blades opened at 90 degrees
equals a 100% airflow through that damper. It was esti-
mated that a 30% airflow would occur with the blade
angle at 27 degrees. The exact location of the blades is
also unknown, which might be another factor increas-
ing error between the CFD and the real test. According
to ASHRAE Guideline 16-2018,
9
the return dampers are
usually low value and will behave more linearly for the
control response as parallel dampers. Also according
to Guideline 16-2018, the outdoor air damper does not
control airflow, so it could be parallel or opposed blade.
In this study both dampers are modeled as parallel blade
dampers.
CFD Preparation
A full-cloud computer-aided engineering (CAE)
software with various simulation types was used to
perform the simulations of the mixing box CAD mod-
els. In this case a convective heat transfer simula-
tion was selected with a turbulent flow algorithm. To
select the appropriate turbulent model, the Reynolds
number was calculated assuming the full flow rate of
16,000 cfm (7551 L/s) and is flowing in the direction
shown in Figure 2 with an average air temperature of
90°F (32.2°C).
The Reynolds number was calculated as 244,300,
which defines a turbulent flow. As recommended by
CFD literature, a K-Omega SST model was selected.
10
This model is a two-equation model, combining turbu-
lent kinetic energy and dissipation.
Boundary conditions were set as published in the
ASHRAE report
5
for Configuration 4 and Test 7 using the
normalized temperature rather than test temperatures:
OA Inlet: 4,800 cfm (2265 L/s) and 30°F (-1.1°C);
RA Inlet: 11,200 cfm (5286 L/s) and 70°F (21.1°C); and
Mixed Air Outlet: 1 atm.
As previously mentioned, the range mixing effective-
ness and the statistical mixing effectiveness were used
to validate this CFD simulation to the published test
results. To achieve this, it was required to read the tem-
perature values in the same position as the test probes
in the test report. As shown in Figure 2, a probe grid was
used with 12 in. (305 mm) spacing between each probe,
4.5 in. (114 mm) from the side wall and 7 in. (178 mm)
from top and bottom walls. This produces three rows
of 10 probe points each. Note that these probe points,
which are physically visible in Figure 2 and initially
modeled as features, were replaced with virtual probe
points within the software to reduce mesh size and com-
putational time.
This probe grid is located using coordinates with the
origin in the centroid of the model. As the plenum size
is reduced in the study, the probes remain in the same
location with relation to the center of the model, making
probe points 1, 10, 11, 20, 21 and 30 no longer inside the
control volume being analyzed, as shown in the bottom
portion of Figure 4.
Mesh
The model was run with different mesh settings to test
the sensitivity of the results and how convergence was
affected by the mesh setting. The software allows for the
adjustment of mesh size using a “fineness” value from
one to 10, with 10 being the finest mesh. Simulations
were run with mesh sizes from six to 10. The simulation
failed with mesh fineness at six. With the fineness at
seven, the simulation was successful and convergence
reasonable, but with a high mixing effectiveness error
compared to the published test report. When refin-
ing the mesh to a fineness of eight, convergence was
improved, and the range and statistical mixing effec-
tiveness values were within 2% and 7% of the test data,
respectively.
Figure 5 shows a cut plot showing the temperature dis-
tribution using a mesh fineness of eight, which yields
range and statistical mixing effectiveness of 61.0% and
83.9% compared to 60.3% and 87.2% of the test data,
respectively. Pressure drop was calculated to be about
0.22 in. w.c. (55 Pa).
FIGURE 4 Probe grid layout for 117 in. × 38 in. and 90 in. × 28 in. plenum.
P1 P2 P3 P4 P5 P6 P7 P8 P9 P10
P11 P12 P13 P14 P15 P16 P17 P18 P19 P20
P21 P22 P23 P24 P25 P26 P27 P28 P29 P30
P2
P12
P22
P9
P19
P29
117 in.×38 in. Plenum
90 in.×28 in. Plenum
TECHNICAL FEATURE