1852 SEA OATS DR RES23-0076 window product installation and infoEssential Collection Window Installation
New Wood Frame Construction
These instructions are applicable for the following products:
• Casement Family
• Double Hung Family
• Glider
• Round Tops
• Polygons
ABSTRACT. Please read these instructions in their entirety before beginning to install your Essential window prod-
uct. These installation instructions demonstrate the installation of Essential windows in new wood frame construction
using an industry approved water management system. For installation using other construction methods, such as
remodeling, replacement, and recessed openings refer to "ASTM E2112, Standard Practice for Installation of Exte-
rior Windows, Doors and Skylights," for installation suggestions. Information for ASTM E2112 can be found on the
ASTM website, www.astm.org.
For product specific issues, service instructions and other field service guides, visit our website, www.marvin.com
or contact your Marvin representative.
Regional standard practices, environmental conditions, and codes may vary and supersede the procedures con-
tained within. The responsibility for compliance is yours: the installer, inspector, and owner(s).
The procedures within these instructions are consistent with those used in testing to achieve the advertised DP rat-
ing.
Table of Contents
Before You Begin ........................................................
1 Step 3:
Preparing the Unit for Installation ................... 4
After Market Products .................................................
2 Step 4:
Installing the Window......................................
7
You Will Beed to Supply .............................................
2 Step 5:
Flashing the Installation ................................
10
Step 1: Rough and Masonry Opening Requirements.
3 Step 6:
Final Installation Procedures .........................11
Step 2: Rough Opening Preparation ...........................
4 Technical Installation Specifications ..........................
12
Before You Begin
• Always provide a copy of these instructions for the
current or future building owner.
• Plan sizing of rough opening and clearance from
exterior finishing systems to allow for normal
materials shrinkage or shifting (e.g. wood structure
with brick veneer; allow adequate clearance at sill).
Failure to do so can void the Marvin warranty
coverage.
It is the responsibility of the builder, installer and
subcontractors to protect the interior and exterior of
windows or doors from harsh chemical washes,
construction material contamination and moisture.
Damage to glazing, hardware, weather strip and
cladding/wood can occur. Protect with painters
tape and/or protective sheathing as required.
Fallow all guidelines regarding material use,
preparation, personal safety and disposal.
Refer to the Technical Installation Specifications Contact your Marvin supplier if you have any
section for technical specifications regarding the questions regarding product and materials used in
installation of this product. These installation manufacturing or questions on replacement parts.
requirements as well as the details in this section
must be followed to achieve the advertised design
pressure (DP) rating of this product.
M A RV I N Qc*-1 2022.09-28
19970123
This product can expose you to chemicals including titanium oxide, which is known to the state of California to cause
cancer. For more information, go to www.P65Warnings.ca.gov.
This product can expose you to chemicals including methanol, which is known to the state of California to cause
birth defects or other reproductive harm. For more information, go to www.P65Warnings.ca.gov.
Always practice safety! Wear the appropriate eye, ear and hand protection, especially when working with power
tools.
After Market Products
Alterations to Marvin products including window films, insulating or reflective interior window treatments or additional
glazings can cause excessive heat buildup and/or condensation. They may lead to premature failures not covered
under warranty by Marvin Windows and Doors.
Before purchasing or applying any product that may affect the installation or performance of Marvin Essential win-
dows contact the manufacturer of after market product/glazings that are not supplied by Marvin and request written
product use, associated warranties and damage coverage. Provide this information and warranties to the end user
and/or building owner for future reference.
You Will Need to Supply
• Safety glasses
• Level
• Hammer
• 2" Roofing nails
• Tape measure
• Low expansion foam
• Sill pan flashing
• Construction adhesive
• Backing material (foam backing rod)
• Hearing protection
• Square
• Wood shims
• Insulation
• Perimeter sealant
• Flashing Material
NOTE: Numbers listed in parentheses Q are metric equivalents to the nearest whole number.
NOTE: Depending on the installation method, other material may be needed to properly prepare and seal the in-
stallation such as self-sealing adhesive flashing, building paper, and seam seal tape, etc.
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19970123 New Wood Frame Construction
Step 1: Rough and Masonry Opening Requirements
1. Rough openings (RO) should be a 1/2" (13) wider
than the outside measurement of the frame and a 1/
2"(13) higher. (When framing rough opening, care
should be taken to ensure the sill plate is level and the
opening is square, straight and plumb.) See Figure 1.
Figure 1
1 1/4"(6)
2 1/2" (13)
2. On shapes such as polygons, round tops, and
octagons, make sure there is proper bracing. See
Figure 2.
H
0
Figure 3
1 1/4" (6)
2 1/4" (6)
NOTE: On standard wood frame construction with brick
veneer, make sure there is at least 1/2"(13) between the
bottom of the window sill (or eventual placement of the
window) and the top of the brick to avoid 'brick bind".
See Figure 4.
Figure 2
3. Masonry openings (MO) should be 1/2" (13) wider
than the outside measurement of the frame or casing
and 1/4" (6) higherthan the outside measurement of the
frame or casing. See Figure 3.
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19970123
Figure 4
1/2"(13)
NOTE: When using a sill panning product you may
need to adjust the opening accordingly to account for
the height of the panning.
0 CAUTION!
If the previous conditions are not met, the installer must
take corrective actions to alter the opening(s) before
proceeding. It is also essential that the sheathing be-
hind the wall be a solid surface to ensure that the unit
can be secured firmly to the wall, commonly found in
masonry applications.
Essential Collection Window Installation
New Wood Frame Construction
Step 2: Rough Opening Preparation
1. The method shown below is Method Al using a
TYPE III flash pan. For step-by-step instructions on how
to prepare an opening using this method, refer to
www.marvin.com/ROprep for instructions titled
"Window Rough Opening Prep and Flashing Method
A1 -Membrane Drainage System". Refer to ASTM
E2112 for other rough opening preparations that are
more appropriate for your situation.
Step 3: Preparing the Unit for Installation
1. Remove the protective packaging from the unit and
dispose/recycle properly. Inspect unit for any hidden
damage and report immediately to your Marvin
representative. Provide the customer service number
etched on one of the top corners of the glass. See
Figure 5.
3. On masonry openings you will need to modify the
bracket. Remove the front leg of the bracket by cutting
with a metal cutter or similar tool. See Figure 6.
Figure 5
2. Position the factory applied nailing fin in the upright
position.
rlgure 5
F1--T.--we front leg for masonry opening application
2 1 Bracket after modilcagon
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19970123 New Wood Frame Construction
4. If you are installing a window with structural brackets
apply a 3/16" (5) diameter 1 1/2" (38) long bead of
heavy duty construction adhesive in the exteriorjamb
channel. The adhesive is to be placed 6" (152) in from
each comer and spaced 12" (305) apart along the head
jamb and jambs of the unit. Press the 90 -degree bent
structural brackets firmly into place over the adhesive
and secure with the two provided screws in the
structural bracket kit. See Figure 7, Figure 8 and
Figure 9.
IMPORTANT
Do not apply 90 -degree bent brackets on sill.
Figure 7
NOTE. Screw placement is different for Direct Glaze
versus all other product. The bracket is fastened to the
Direct Glaze using the holes closer to the interior (mark-
ings on the bracket denote proper screw placement).
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Figure 8 All product except Direct Glaze
I Screw
2 Construction Adhesive
3 90 -degree bent structural bracket
Figure Direct Glaze
1 Screw (using holes closest to interior)
2 Construction Adhesive
3 9o -degree bent structural bracket
5. Slide flat sill structural brackets into T -slot channel at
the sill. Insert enough brackets to ensure a bracket is
within 6" of each corner and evenly spaced 12" apart
along the sill. Final adjustment of bracket locations
should be done once the unit is resting in the opening.
See Figure 10.
Essential Collection Window Installation
New Wood Frame Construction
Figure 10
1 Sill structural bracket
2 Slide
3 T -slot
CAUTION!
Do not use fasteners to attach brackets to the sill. Punc-
turing the sill with fasteners may create a penetration
point for water to leak into the rough opening and may
void your warranty.
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19970123
6. For installing a factory mulled unit, apply 90 -degree
bent structural brackets 1 1/8" from the mullion on both
sides of all jamb and head jamb mullion joints. This
applies to nail fin or structural bracket installation. See
Figure 11. For sill mullion joints, slide flat sill structural
brackets into sill T -slot and position one on either side
of each mullion joint. If mulled assembly has nailing fin,
remove the nailing fin at the sill prior to sliding brackets
on. Cut sill nail fin at each mullion joint location and
shorten the ends by 3"-3.5 near each mullion to allow
for the brackets. Slide brackets and nail fin pieces into
the sill T -slot. See Figure 12.
Figure 11
1 90 -degree bent structural bracket
2 Mull bracket
3 Mull
Figure 12
1 Nell fin
2 Sill structural bracket
7. For mulls with 1/2" mull reinforcement, remove
existing shipping screw and apply third 90 -degree bent
structural bracket to center of each mullion joint
(including sill mullion joints) with two #8 x 2" screws.
See Figure 13 (for jamb) and Figure 14 (for sill).
Essential Collection Window Installation
New Wood Frame Construction
Figure 13 At jamb
Figure 14 At sill
1 90.degree aWctural bracket
1 Neil fin
2 Mull bracket
2 Structural brackets
3 90 -degree bent structural bracket
Step 4; Installing the Window
.
�I l .
Seek Assistance
Some large windows and/or assemblies are very heavy.
Avoid injury by getting help to lift and position the win-
dow into the rough opening.
1. Center the window in the opening. Level at the sill
and plumb the frame (interior/exterior). Shim under the
sill to bring to level if necessary. See Figure 15.
NOTE: Depending on construction method or wall type,
you may need to modify the clip/bracket to fit the open-
ing. Fastening holes should be no more than 1/4" (6)
from the bend in the bracket. If necessary, drill two
5/32" (3) holes in the bracket
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B. Install jamb extension before installing the window in
the rough or masonry opening. Follow instructions
provided with the jamb extension.
0 CAUTION!
Unlocked windows can open during installation causing
damage to the window unit or personal injury. Keeping
the window locked will assist in keeping it square until
fastened in the opening.
Figure 15
7 Essential Collection Window Installation
New Wood Frame Construction
2. Once level, tack the jambs with 2" (51) roofing nails
within 6" (152) from the head jamb (or fasten top
brackets). See Figure 16.
Figure 16
(D CAUTION!
Do not screw or nail through the Ultrex frame. Damage
will occur and may void your warranty.
3. From the interior, square the frame in the opening by
installing shims between the jambs and framing 4"-6"
(102-152) from the head jamb and sill. Measure the
diagonals and adjust shims until the unit is square in the
opening. See Figure 17.
4. Tack the lower corners of the nailing fin and recheck
for square. If necessary, remove the nails and adjust
shims until the unit is square. See Figure 18.
Figure 16
(D CAUT ION!
Proper shimming is extremely important. Under -shim-
ming or over -shimming will result in bowed jambs and or
head jamb. Both conditions can contribute to improper
window operation.
ATTENTION
For units installed with masonry clips or structural brack-
ets. Bend bracket around framing member and attach
with the #8 x 11/4" screws. Angle screws approximately
15" away from the window. Always shim above or below
brackets. See Figure 19.
Figure 17
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Figure 19 Attaching window with structural brackets.
5. Recheck the diagonals one more time to make sure
the unit is square in the opening. If square install
additional shims at 15" intervals on center and at each
lock point. Always shim at check rails and meeting
stiles. See Figure 20.
8 Essential Collection Window Installation
New Wood Frame Construction
Figure 20
6. On round tops and other non -rectangular shapes,
make sure to shim at bracing locations. See Figure 21.
Figure 21
1 1 Shim locations
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7. Measure at head jamb, center of unit, and sill to
make sure all dimensions are equal. If they are not, you
will have to adjust the shims accordingly. See
Figure 22.
Figure 22
8. Once the unit is square and plumb in the opening,
operate the sash (on operable units) to make sure it is
operating properly. If not, you may have to make some
adjustments to the shims.
Q Tip
On operating units, one way to make sure that the unit
is installed square is to check the reveal (gap) between
the operating sash and the frame. An even reveal
around the entire sash generally means a squarely in-
stalled unit and will ensure smooth operation.
9. Complete fastening of the nailing fin around the
perimeter of the unit with 2" roofing nails 6"(1152) from
each corner and spaced every 6"-8" (152-203) on
center (or fasten remaining structural brackets).
(D CAUTION!
If building codes require foam type insulation to form an
infiltration seal, use only low expansion type foam in
combination with fiberglass insulation. Foam and foam
application must conform to ASTM E2112. Follow all in-
structions and warnings from the foam manufacturer.
10. Insulate loosely around the window with fiberglass
insulation.
Essential Collection Window Installation
New Wood Frame Construction
11. Integrate the unit with the interior air barrier of the
structure by inserting backer rod into the RO and
applying a continuous bead of sealant around the
interior perimeter of the unit. See Figure 23.
Step 5: Flashing the Installation
1. Flash the installation in a weather board fashion. For
step by step instructions refer to marvin.com/ROprep
for instructions titled "Window Rough Opening Prep and
Flashing Method A1 -Membrane Drainage System".
3
4f
p-
3� a 4P
Figure 24
Figure 23
1 Fiberglass insulation
2 Backer rad
3 Sealant
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19970123 New Wood Frame Construction
•
3 4a
s-
PO
`rm
I
3
4f
p-
3� a 4P
Figure 24
Figure 23
1 Fiberglass insulation
2 Backer rad
3 Sealant
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19970123 New Wood Frame Construction
Step 6: Final Installation Procedures
1. Install exterior finish or siding per manufacturer's
instructions.
2. After exterior finish or siding is installed, apply
sealant around the exterior perimeter of the unit frame
or casing. As needed, insert backing material between
the frame or casing and the structure to provide a
proper sealant joint. Sealant depth must be equal to
width between unit and exterior finish material (brick
and masonry apply). Always referto the manufacturers'
recommendations for proper surface preparation and
application. See Figure 25.
Figure 25
Backer
2 Sealant
CAUTION!
Perimeter sealant must be Grade NS Class 25 per
ASTM C920 and compatible with the window product
and the finished exterior(s) of the building. Using im-
proper sealant could result in sealant failure causing air
and water infiltration
! CAUTION!
Take care to keep sealant away from drain weeps in
lower corners of sliding window products. Drain weeps
must be kept clear to permit proper water performance
and drainage. See Figure 26.
3. For J -Channel installation, refer to the installation
instruction included with the J -Channel for regular and
adjustable corner key applications.
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19970123
Figure 26
I I Drain weep
4. On Single and Double Hung units: Raise the bottom
sash and tilt in. Remove the vinyl shipping blocks from
each side. See Figure 27.
Figure 27
NOTE. Sash must be raised at least f " (25) before tilt-
ing to avoid damaging weather strip or sill components.
5. On Casement units: Open the sash and remove the
shipping blocks from the frame. See Figure 28.
Figure 26
11 Essential Collection Window Installation
New Wood Frame Construction
Technical Installation Specifications
The following details are specified for proper installation
and for the unit to meet the advertised design pressure
(DP) rating.
• Rough Opening Width: 1/4"-1" (6-25) wider than
window/door frame outside measurement.
• Rough Opening Height: 1/4"-112" (6-13) higher
than window/door frame outside measurement.
• Masonry Opening Width: 1/4"-1/2" (6-13) wider
than window/door frame outside measurement.
• Masonry Opening Height: 1/8"-1/4" (3-6) higher
than window/door frame outside measurement.
Architectural Detail Manual Specifications:
• Rough Opening: Width 1/2"(13); Height 1/2" (13).
• Masonry Opening: Width 1/2" (13); Height 1/4" (6).
• The panning must drain water to the exterior of the
cladding OR the exterior surface of a concealed
weather resistive barrier.
0 CAUTION!
Be aware that the use of sill pans and other barriers will
decrease the rough opening height clearance. Adjust
opening dimensions accordingly.
The panning system used in these instructions is
one component in a structure's overall water
management system. It should be used in
conjunction with an appropriate drainage plane
compatible with the exterior cladding.
• Flashing materials must comply with ASTM E2112
and be compatible with all materials used in
installation including panning systems, air barriers
and building papers, sheathing, and the window
unit.
Flashing material must not contain asphalt and
must be compatible with flexible PVC (vinyl).
• Properly flash and/or seal all windows at the
exterior perimeter.
• Sealants used for installation must be Grade NS
Class 25 per ASTM C920 and compatible with the
building exterior, window exterior surface, and
flashing/water management materials.
• Optional foams used for installation must be low
expansion only. Foam and foam application must
comply with ASTM E2112.
• Shim 4"-6" (102-152) from each corner on jambs
and head jambs. Install additional shims at 15"
(381) on center and at all locking points. Always
shim at the checkrails and meeting stiles.
• Do not use chemically treated products for shim
material.
• Fasten units installed with nailing fin to the
sheathing with 2" (51) galvanized roofing nails
spaced no more than 4" (102) from each corner
and spaced no more than 8" (203) on center
around the entire perimeter.
• Fasteners penetrating chemically treated lumber
must be a minimum of 0.90 oz/ft2 zinc hot dipped
galvanized or stainless steel type 304 or 316.
• The window frame must not come into direct
contact with chemically treated wood products.
NOTE: The unit was finished with a wood trim to simu-
late a finished installation during certification testing.
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19970123 New Wood Frame Construction