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Heat Exchangers - Design, Operation and Performance

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After participating in this course, you will be able to:

  • understand the principles of heat transfer and fluid flow in heat exchangers and the basics of heat exchanger design and performance rating 
  • apply a systematic treatment of the proper selection, thermal–hydraulic design, and rating of the various types of heat exchangers including condensers and reboilers
  • apply relevant codes, standards and best industry practices and supporting data
  • optimize heat exchanger design and network configuration
  • analyze in-service performance issues and address cause, effect and appropriate corrective actions including vibration, fouling and other deteriorations

This intensive course will enable you to improve heat exchanger effectiveness and extend the equipment’s life span by teaching the basic principles of fluid flow and heat transfer. You will also learn about the design and operation of shell and tube heat exchangers, as well as compact and air-cooled exchangers.

The problem of heat exchanger design is complex and multidisciplinary. The major design considerations for a new heat exchanger include: process/design specifications, thermal and hydraulic design, mechanical design, manufacturing and cost considerations, and trade-offs and system-based optimization

The course will explain how to use the applicable API, TEMA, and ASME codes, standards, and recommended practices. Class discussions will cover fabrication; materials of construction; the effect and mitigation of fouling; and, causes and preventions of exchanger tube vibration and damage. You will study factors to consider when deciding between repairs and refurbishments of aging equipment.

This course includes workshops that reinforce principles with practical worked examples.

Course Outline

  • Thermodynamics and Heat Transfer Fundamentals and calculations
  • Types and Application of Heat Exchangers
  • Thermal and Hydraulic Design of Heat Exchangers
  • Sizing and Specifying Shell-and-Tube Heat Exchangers (STHE)
  • Mechanical Design Parameters, Codes, Standards and Recommended Practices
  • Basic Mechanical Design of Heat Exchangers: STHE, PHE, ACHE
  • Materials, Construction Features, and Fabrication of Heat Exchangers
  • Heat Exchanger Performance Enhancement – specialty tubes and tube bundles, tube inserts
  • Troubleshooting and Maintenance of heat exchangers – corrosion, fouling, vibration, tube failures
  • Workshop 1 - Worked examples: Heat Transfer
  • Workshop 2 - Worked examples: Thermal Design and Rating of Heat Exchangers
  • Workshop 3 - Worked examples: Mechanical Design of Heat Exchangers
  • Workshop 4 – Illustrative Examples: Heat Exchanger Network Optimization

Who Should Attend
This course is targeted at the oil & gas and refining, petrochemical, process and other industries such as power, pulp & paper, and manufacturing industry, as well as military and other facilities.

The course is intended for project engineers; process engineers; mechanical engineers; plant and maintenance engineers; facilities engineers; engineering technologists, supervisors, and managers, involved in specifying, design, procurement, operations, troubleshooting, and maintenance of heat exchangers. Engineers in Training will benefit greatly from this course.

Course Rating
4.6 out of 5

Overall rating of this course by its previous attendees!


This course is currently scheduled at the following locations. Click the city name to learn even more details about this course.

Edmonton, AB
on 9/9/2019

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This course can be customized and delivered to a group at your facility saving time and money.

Almost all of EPIC's seminars and webinars offer :

  • Continuing Education Units (CEUs) and
  • Professional Development Hours (PDHs)

These course credits will help attendees earn training requirements for their associations or provincial governing bodies.