
Explore heat exchanger designs, with emphasis on shell and tube systems, and learn construction, operation, maintenance, troubleshooting, and a practical design methodology using heat transfer principles.
Explore heat exchangers through heat transfer theory, mechanical design, and process control. Access downloadable files, complete technical quizzes, and learn from practical examples grounded in operation and maintenance expertise.
Learn how heat exchangers heat or cool fluids, featuring a two-section design with hot and cold streams, and compare co-current and counter current flow in tube and shell configurations.
Learn about heat exchanger types—shell and tube, air cooled, plate and frame, spiral plate, plate and fin, spiral tube, double pipe, bayonet jacketed vessels, fired heaters—starting with shell and tube.
Explore shell and tube heat exchangers, their shell and tubes, and how heat transfers between shell side and tube side, with key components like baffles, tube sheets, and heads.
Discover how DMA standards and TEMA notations classify shell and tube heat exchangers by front head, shell, and rear head types, and preview the six popular designs with interactive models.
Explore a fixed tubesheet shell and tube heat exchanger, detailing its stationary head, shell nozzle, baffles, and tubes, with 3d and 2d views and upcoming interactive assembly.
Explore a shell and tube heat exchanger with a u-tube arrangement, where both tube ends join a single tube sheet to prevent expansion, and the removable bundle enables inspection.
Explore floating tube sheet heat exchangers where one sheet moves to accommodate differential thermal expansion, with maintenance features and types like outside packed stuffing box and internal floating head exchangers.
Illustrates outside packed stuffing box shell and tube heat exchanger (AEP Tema type), with packing rings sealing the shell side and a floating tubesheet for expansion and reduced stresses.
Explore the outside packed lantern ring shell and tube heat exchanger with a floating tube sheet, o rings, a long term ring with weep holes, and a divided flow shell.
Explore the internal floating head exchanger, an ASTM type with a stationary head, floating tube sheet, and gasketed shell cover that eliminates packing leaks in hazardous chemical processes.
Explore air cooled heat exchangers, their fin tube banks, axial flow fans, and forced or induced draft methods that remove heat to the atmosphere in condensers and process coolers.
Explore how plate and frame heat exchangers operate, with gasketed plates forming narrow flow passages that keep hot and cold fluids separate, enabling heat transfer by conduction without mixing.
Examine how a spiral plate heat exchanger uses two plate strips wound around a split center to form concentric spiral passages. Fluids flow through adjacent passages and exchange heat.
Explore aluminium and copper plate and fin heat exchangers, where corrugated fins and flat separator plates create fluid passages, with crossflow, countercurrent, or cocurrent configurations, bonded by brazing.
Demonstrate how spiral tube heat exchangers use concentric spiral coils and a manifold to facilitate heat exchange between fluids, especially for low flows and viscous fluids.
Explore double pipe exchangers, featuring two concentric pipes with closures for true counter-current flow, offering simple, low-cost construction and suitability for high temperature or high pressure with low flow rates.
Bayonet heat exchangers use concentric tubes with a bayonet inside a sealed scabbard, attached to tubesheets; fluids enter, flow through the tubes, and exit, allowing independent expansion for temperature differences.
heat transfer in jacketed vessels uses conventional jackets or half-pipe coil jackets to heat or cool reactors, with zoned jackets for flexible, efficient conduction without fluid mixing.
Explore fired heaters and heat exchangers in process industries, learning how furnaces provide high temperature heat while exchangers recover energy to regulate wide process temperatures, including shell and tube examples.
Explore direct and indirect fired heaters, where combustion gases heat process fluids in tubes or bundles, enabling simple heating, catalytic reactions, or pyrolysis for petrochemical production, with multiservice operation.
Outline the radiation and convection sections of fired heaters and the stack, and explain how heat transfers from flue gases to the process fluid via tube bundles.
Explore shell and tube heat exchangers, focusing on operation, maintenance, and component functions, using 3d models, cross sectional views, and real world videos for assembling and troubleshooting.
Explore the mechanical components of AES/TEMA internal floating head exchangers, including stationary head, floating tube sheet with backing device, tube sheets, tie rods, baffles, pass partitions, and vent drain connections.
Examine AES TEMA type exchangers operation, focusing on shell and tube side flow with a partition plate directing two passes, and the floating tubesheet that accommodates thermal expansion.
Reassemble an internal floating head heat exchanger by reinstalling the tube bundle, bolting testing rings, and performing shell and joint pressure tests to verify leaks and ensure readiness.
Explore the beam exchanger, a fixed tubesheet heat exchanger with a stationary bonnet, one-pass shell, expansion joints, tie rods, and baffles, plus vent and drain connections.
Illustrates the operation of BEM TEMA exchangers with shell and tube flow paths and baffles, and explains how the expansion joint protects against thermal expansion and stresses.
Disassemble a bem tema type fixed tubesheet exchanger using the a2d model to access the tube bundle by unbolting stationary head bonnets, then reassemble after pressure testing for leaks.
Explore AEB exchangers, outside backed floating head designs used as inter coolers or after coolers in reciprocating compressor systems, examine stationary head, floating head skirt, packing, tube-side flow, vents.
Explore AEP Tema type exchangers operation, focusing on the outside packed floating head that accommodates thermal expansion and contraction, protecting the tube bundle while illustrating shell and tube flow paths.
Disassemble an outside packed, floating head AEP TEMA exchanger using a 2D model: unbolt covers, remove the slip on flange and shear ring, and extract the tube bundle for inspection.
Safely reassemble an outside packed floating head exchanger, inserting the tube bundle, packing, and testing ring. Then perform shell and tube pressure tests to detect leaks and ensure safe operation.
Explore how CFU TEMA exchangers enable heat transfer between hot and cold fluids via cocurrent flow in U-shaped tube bundle, with one end fixed and the other free to expand.
Disassemble a typical CFU exchanger by unbolting the channel cover and extracting the tube bundle with its tubes, baffles, tie rods, and spacers for maintenance and cleaning.
Reassemble a CFU exchanger by reinserting the tube bundle, bolting to the shell flange, pressure testing the shell side for leaks, isolating a nozzle, and testing the tube side.
Explore AKD exchangers, also known as kettle reboilers, where shell-side vaporization and a floating head require flooded evaporation, with key components like baffles, tube sheets, and the weir.
Observe how AKT TEMA two-pass exchangers route fluid through tubes and the shell to enable heat transfer, flooded evaporation, vapor disengagement vessels, and a floating head design.
Learn the 2D dismantling of an AKT TEMA type exchanger by unbolting channel covers and floating head cover, removing tube bundle as a single piece for maintenance inspection and cleaning.
Reassemble a negative AKT TEMA type exchanger using 2d assembling, bolting the floating head cover and testing ring, then perform tube-side and shell-side pressure tests for leaks.
Discover the mechanical components of AJW TEMA type heat exchangers: stationary heads, divided flow shell, floating tube sheet, o-ring packing with a long-term ring and weep holes.
See tube-side flow in a pass and shell-side flow in a divided shell with two inlet nozzles. Exchangers support cocurrent and countercurrent flow and feature a floating head for expansion.
Disassemble an ajw tema type exchanger by unbolting channels and removing heads and packing, then detach the tube bundle with baffles, tie rods, spacers, and floating head for maintenance.
Reassemble AJW TEMA type exchangers by bolting the tube bundle to the shell on the stationary head side, install the testing ring, perform shell-side and tube-side pressure testing for leaks.
Explore shell and tube heat exchanger construction, focusing on tube side and shell side, baffle and tube bundles, and compare seamless versus welded tubes, including finned or fluted options.
Explore tube side header designs in heat exchangers, including type A removable channel cover, type B bonnet, and type D forged components for high pressure, emphasizing inspection of tube ends.
Understand how tube side passes configure heat exchangers, from odd-pass fixed-tubesheet designs to even-pass setups, including one-pass, three-pass, two-pass, and four-pass configurations with flow animations.
Finned tubes increase surface area for enhanced heat transfer in shell-and-tube and air-cooled exchangers, with longitudinal fins outside the inner tube and transverse fins for low pressure gas services.
Analyze tube layout options for heat exchangers to maximize heat transfer area while ensuring cleanability inside and outside. Compare triangular, square, and diagonal pitches, including center-to-center spacing and flow directions.
Understand tube sheets in heat exchangers, including fixed and floating types, and single, double, or triple arrangements where tubes are inserted into holes, expanded into grooves, or welded.
Explore the construction of heat exchanger shells, where the hollow cylinder encloses the tube bundle, review TMA classifications, and begin with the one-pass type e shell.
Explore the e shell type heat exchanger, the most common one-pass shell arrangement, and learn shell side flow directions for heaters, evaporators, coolers, and condensers.
Explore the type F two-pass shell design with a solid longitudinal baffle and removable tube bundles, and learn about shell side clearance, leakage, sealing strips, and flow direction.
Learn about the g shell type in heat exchangers, featuring a split flow with a longitudinal baffle that can be solid or perforated for condensing vapors, and shell-side flow directions.
Explore the double split flow type with longitudinal baffles (solid or perforated) in shell side flow, showing bottom-to-top flow for heaters and evaporators and top-to-bottom flow for coolers and condensers.
Explore the divided flow design in j shell type heat exchangers, highlighting a second nozzle to reduce pressure drop in condensing or vaporizing services, and the shell-side flow direction.
The kettle-type reboiler shell uses shell-side vaporization with dome space for vapor-liquid separation and surge capacity, and requires two outlets: overhead vapor and bottom liquid draw-off; tube bundle floods.
Explore a crossflow shell design that minimizes shell-side pressure drop, highlighting shorter tube length, more tubes, and a large shell cross-section with the depicted flow path.
Explore segmental baffles in heat exchangers, including horizontal and vertical cut types. Relate baffle pitch and spacing to cross flow, heat transfer, and pressure drop; review single, double, triple configurations.
Examine tie rods and spacers in tube bundles, and how they locate and hold baffles to prevent bypass. Outline: thread into the tube sheet, insert tubes, and bolt baffles.
Protect the tube bundle from high-velocity, condensing, or two-phase shell-side fluid at the inlet with impingement baffles, typically rectangular plates (circular plates are more desirable) mounted on two spacers.
Learn how phase change expands vapor volume and drives larger exit nozzles, with condensers using more inlet nozzles and a vapor distribution system for uniform flow at low pressure.
Minimize tube bundle bypassing to maximize shell side heat transfer rates and overall heat exchanger efficiency. Use dummy tubes, spacers, and sealing strips to prevent bypassing and improve flow paths.
Longitudinal baffles in fixed tubesheet heat exchangers create multi-pass shells by welding to the shell, eliminating bypass and boosting heat transfer, with solid or perforated options.
Consider fluid allocation in shell and tube heat exchangers to balance cost and reliability. Analyze operating pressure and temperature, fouling, corrosion, pressure drop, viscosity, velocity, heat transfer coefficient, thermal expansion.
Minimize fouling and facilitate cleaning to preserve thermal performance and manage pressure drop in heat exchangers, favoring tube-side access and hydro blasting over shell-side chemical cleaning.
Corrosive fluids drive material choices, placing them in the tubes to avoid shell-side corrosion resistance, and enable easy replacement for maintenance, with cooling water on the tube side.
Identify critical fluids and ensure containment to prevent leaks in heat exchangers. For floating-head designs, place hazardous fluids on the tube side; welded BMT types may allow shell-side containment.
Prefer the shell side for phase-change services, as it provides a larger cross section for vapor flow and lowers pressure drops when vapors condense or liquids vaporize.
Select tube-side duty for high-temperature or high-pressure fluids to leverage smaller tube diameters and tube side fittings that withstand extreme conditions, while using lighter shell construction to reduce costs.
Guideline 6 highlights placing fluids with low allowable pressure drop on the tube side, where straight, constant-diameter pipes with smooth inner surfaces promote streamlined flow and lower turbulence.
Promote turbulent flow to achieve high heat transfer coefficients, using shell-side baffles for viscous fluids; if shell-side Reynolds is below 200, consider tube-side with more passes.
Direct high-velocity fluids on the tube side for cooling, since high speeds raise the heat transfer coefficient and reduce tube fouling, though they may cause a pressure drop.
Put fluids with low heat transfer coefficients on the shell side and use extended surface or finned tubes to boost heat transfer, enabling an economical design.
Assess thermal expansion risks when a fluid undergoes a temperature change of more than 150°C. Place such fluids on the shell side.
Explore essential design, operation, and maintenance principles of heat exchangers to optimize performance and reliability.
Learn practical design of shell and tube heat exchangers, calculating the effective temperature difference and heat transfer coefficients with simple equations for daily plant use.
Calculate the required heat exchange area A for a heat load and temperature gradient using the overall heat transfer coefficient U and inner and outer heat transfer coefficients, fouling factors.
Learn the heat exchanger design procedure, from estimating cross-sectional flow areas and Reynolds numbers to calculating lmtd, temperature efficiency, and overall heat transfer coefficients for reliable sizing.
Apply the ten-step design procedure to a water cooler, calculate heat loads and efficiency factor, select heat exchanger type ten, and verify tube and shell velocities, noting a 20% overdesign.
Evaluate square, rotated, and triangular tube patterns in a shell and tube bundle, noting rotated or triangular layouts improve heat transfer and packing, while quadratic patterns aid cleaning under fouling.
Explore single segmental baffle design in heat exchangers, detailing 20% shell inner diameter spacing and segmental height, with horizontal flow and vertical edges to ensure drainage and avoid bypass.
Learn to select the appropriate shell and tube heat exchanger type for your application using a logic flowchart. Consider thermal expansion stresses and shell-side fouling as overriding factors.
Learn the logarithmic mean temperature difference for ideal countercurrent flow. Use shell side temperatures T1 and T2 and tube side temperatures t1 and t2.
Compute the logarithmic mean temperature difference (LMTD) for a heat exchanger in two configurations: isothermal shell-side heating and non-isothermal heating, by substituting known temperatures into the LMTD equation.
Analyze non-ideal countercurrent flow in multi-pass heat exchangers and its impact on the effective temperature gradient. Learn to correct the lmtd with a temperature efficiency factor.
Calculate the corrected mean temperature difference for a two-pass heat exchanger using graphical methods, determining lmtd, p and r, and an efficiency factor of 0.91 to obtain cmd.
Rearrange heat exchangers in series to limit deterioration of effective mean temperature difference caused by counter-current flow, improving the temperature efficiency factor from 0.67 to 1 as you add units.
Learn how to connect multiple heat exchangers in series to enhance countercurrent flow, with examples for two and three units, describing shell and tube side paths.
Bypass on the shell side distorts temperature profile and lowers LMTD. Weld baffles or seal gaps to prevent bypass; otherwise, use baffle spacing of 20% of the shell inner diameter.
Determine the cmt ds for each load zone in a multi-zone heat exchanger, then compute the wmtd to accurately represent heat transfer and prevent condenser oversizing compared with standard mtd.
Calculate hot and cold outlet temperatures for a multi-pass heat exchanger using flow rates, inlet temperatures, and the specific heat capacity with the R and B formulas.
Learn to calculate heat transfer coefficients (alpha) for tube and shell sides using Nusselt numbers, Reynolds and PR numbers, then determine the overall heat transfer coefficient and exchanger area.
Calculate the tube side heat transfer coefficient by deriving Reynolds and Nusselt numbers from flow velocity, volumetric flow rate, inner diameter, and viscosity.
Calculate the shell side heat transfer coefficient for a shell and tube exchanger with a triangular tube pattern, using Reynolds and Nusselt numbers from cross-flow velocity.
Examine multi-pass tube side flow: higher velocity and heat transfer coefficient, reduced effective temperature difference, and greater pressure loss, with lmtd corrected for mixed countercurrent and cocurrent passes.
Examine how the shell side heat transfer coefficient varies with baffle spacing and cross-stream flow, considering leakage and bypass streams that limit heat transfer due to pressure losses.
Learn to calculate pressure losses in a shell and tube heat exchanger using tube-side and shell-side pressure drop equations, with practical examples and simple hand calculator or Excel methods.
Learn how to calculate tube side and nozzle pressure losses in heat exchangers using these equations, and preview the practical application in the next video.
Calculate the tube side pressure loss in a heat exchanger by deriving velocity from the volumetric flow rate and cross-sectional area, then Reynolds number and friction factor, neglecting nozzle losses.
Understand shell side pressure losses from flow through baffle windows and tubes, with the bypass factor BF (0.36) accounting for bypass streams A, C, D and reducing velocity to 60%.
Calculate shell side pressure losses in a heat exchanger from bypass factor and baffle windows, shell flow, and nozzle losses, using Reynolds number based friction models to determine total losses.
Design a shell and tube heat exchanger using practical design tables drawn from standards, selecting a fit from estimated area and flow rates VR and VM at 1 m/s.
Design a heat exchanger using design tables, selecting design number ten that matches shell and tube flow rates, then estimate the heat transfer area to validate the choice.
Explore shell and tube geometrical calculations for heat exchanger design, including Do, Di, D, H, and T dimensions, baffles, and tube counts, usable with a hand calculator or Excel.
Compute W, the shell side longitudinal stream cross area, as baffle window area minus tubes' cross area, using C and n_w; apply NF and use d_h to minimize edge-strip effects.
Apply shell-side design guidelines to optimize flow and minimize velocity changes and pressure drops, with baffle spacing at 20% and segmental height at most 25% of the shell inner diameter.
Learn to calculate the number of tube rows in cross stream (N Cross) across baffle windows using a formula where SL denotes the tube middle clearance, longitudinal to flow.
Calculate the tubes per pass for a shell and tube exchanger to reach Reynolds number 5000, using tube-side velocity and cross-section, resulting in 13 tubes per pass.
Explore an alternative formula for the flow cross section of longitudinal flow in baffle windows, using A.S as the baffle cut area for 0.2 or 0.25 height-to-diameter ratios and NF.
Calculate the total number of vertical tube rows between the baffle windows, denoted as n, t, v, and recognize that the denominator SL is pitch dependent.
Practice session 11 demonstrates calculating shell side flow velocities—cross, longitudinal, and average—using tube pitch and baffle spacing. Apply these velocities to assess pressure drop, heat transfer, fouling, and maintenance.
Heat Exchangers Masterclass: Design, Operation & Troubleshooting
The Complete Guide to Industrial Heat Exchangers—Principles, Components, Best Practices & TEMA Standards
Heat exchangers are the backbone of heat transfer in the refining, petrochemical, power generation, and process industries. This comprehensive course delivers the essential knowledge and practical insights you need to understand, operate, design, and troubleshoot heat exchangers for optimal plant performance.
Why Take This Course?
Industry-Relevant Skills:
Heat exchangers are everywhere—mastering them is vital for any engineer or technician working in process industries.
Proven, Practical Methods:
Learn from real industry experience, common mistakes, and best practices in line with the latest TEMA standards.
Visual, Hands-On Learning:
Experience heat exchangers like never before with graphics, cross-sectional views, 3D animations, and real-world video footage.
What You’ll Learn
Heat Exchanger Fundamentals:
Core heat transfer theory and process control concepts
Overview of popular designs: shell and tube, plate and frame, fired heaters, double pipe, spiral heat exchangers
Focus on shell and tube exchangers—the industry’s workhorse
Component Deep Dive:
3D animations and cross-sectional illustrations of key parts: tube bundles, baffles, floating heads, tube sheets, and more
Functions, operating limits, and material selection for each component
Operation, Maintenance & Troubleshooting:
Best practices for safe, efficient operation
Maintenance routines and troubleshooting strategies
Guidelines fully aligned with the latest TEMA standards
Step-by-Step Design Methodology:
How to design a heat exchanger from scratch
Calculating the effective temperature difference and heat transfer coefficient
Real-world tips to avoid common design and commissioning mistakes
Practical examples from project startup, debottlenecking, and commissioning
Who Should Enroll?
Mechanical, chemical, and process engineers
Plant operators, maintenance technicians, and reliability professionals
Engineering students and recent graduates
Anyone working with heat transfer equipment or seeking practical thermal engineering skills
Course Features
High-quality video lessons with 3D animations, cross-sectional views, and real-world footage
Step-by-step design and troubleshooting guides
Practice sessions, quizzes, and downloadable resources for hands-on learning
Lifetime access: Study at your own pace, anytime, anywhere
Instructor support via Udemy Q&A
By the End of This Course, You Will:
Confidently explain how heat exchangers work and identify all major components
Apply TEMA standards and best practices in operation and maintenance
Troubleshoot common problems and optimize heat exchanger performance
Design effective heat exchangers using proven, industry-accepted methods
Avoid costly mistakes with insights from real-world project experience
Get Started Today!
Preview the free course videos and detailed curriculum. Join engineers and professionals worldwide who trust WR Training for clear, practical technical education.
Click “Enroll Now” and master industrial heat exchangers today!
WR Training – Your Partner in Process Engineering & Plant Excellence
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COURSE UPDATES
We have added new video lectures. In addition, new quizzes are being added to help you test your knowledge and emphasize the key learning points. The quiz will include:
True/False questions
Multi-choice questions
Images, cross-sectionnal views
Solved problems
and much more...
When you think you’ve got a good grasp on a topic within the course, you can test your knowledge by taking the quiz. If you pass, wonderful ! If not, you can review the videos and notes again or ask us for help in the Q&A section.