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WR Training

June 24 course update:

We have added quizzes to help you test your knowledge and emphasize the key learning points. The quiz includes:

  • 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.

Read more

June 24 course update:

We have added quizzes to help you test your knowledge and emphasize the key learning points. The quiz includes:

  • 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.

Welcome to this online course on Heat Exchangers.

Heat exchangers of various designs and applications are encountered nowadays throughout refining, petrochemical and process industries as well as in power generation and environmental engineering.

This course is designed to provide you with a complete understanding of construction details and functioning of heat exchangers.

This understanding is a prerequisite for a successful operation of your plant and piping system.

In this course, we will cover many heat exchanger designs such as plate and frame, fired heaters, double pipe and spiral heat exchangers. But the focus will be on shell and tube heat exchangers as these are the most popular and widely spread heat transfer equipment.

The course includes extensive graphics, cross-sectional views, real world video footage, and 3D animations.

This will give you a virtual practical exposure on heat exchangers.

Now the objective of this training course is fourfold :

ONE. Break down for you all the heat exchanger operating principles into easily digestible concepts, like heat transfer theory and process control just to name a few...

TWO. Illustrate through 3D animations and cross-sectional views the main heat exchanger mechanical components, state their function and operating limits, like tube bundles, baffles, floating heads and tube sheets...

THREE. Provide guidelines and best practices for operation, maintenance and troubleshooting of heat exchangers. The guidelines presented in this course are in accordance with the latest TEMA standards

FOUR. Present a step-by-step design methodology. We will show you how to proceed in the design of a heat exchanger in the daily practice, how to determine the effective temperature difference for the heat transfer and how to calculate the heat transfer coefficient using simple equations. You will learn from our industrial experience what we wrongly calculated or what we wrongly planned during project startup, debottlenecking and commissioning. This should undoubtedly help you minimize the mistakes in the design of your heat exchangers.

So as you can see here, detailed technical descriptions and basic step-by-step instructions will be provided to you along with practice sessions, quizzes and numerous downloadable resources, to emphasize the key learning points.

So with no further ado, check out the free preview videos and the curriculum of the course and we look forward to seeing you in the first section.

Thank you for watching, hope to see you there .

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What's inside

Syllabus

WR Training
Welcome to WR Training
About the course
Course introduction
Read more
Before you start this online course
Types of heat exchangers
Introduction to HX types
Various types
Shell & Tube Heat Exchangers : Overview
Shell & Tube Heat Exchangers : TEMA types
Shell & Tube Heat Exchangers : BEM - Fixed tubesheet
Shell & Tube Heat Exchangers : CFU - U-tube
Shell & Tube Heat Exchangers : Floating tubesheet
Shell & Tube Heat Exchangers : AEP - Outside packed stuffing box
Shell & Tube Heat Exchangers : AJW - Outside packed lantern ring
Shell & Tube Heat Exchangers : AES - Internal floating head
Air coolers : Overview
Air coolers : Forced draft / Induced draft exchangers
Plate and frame exchangers
Spiral plate exchangers
Plate and fin exchangers
Spiral tube exchangers
Double pipe exchangers
Bayonet exchangers
Jacketed vessels
Fired heaters overview
Fired heater functions
Description of a fired heater
Before proceeding to the next section
TYPES OF HX : TEST YOUR KNOWLEDGE
Shell and tube heat exchangers : Various TEMA types and configurations
Introduction to Shell and Tube HX
AES TEMA type exchangers : Mechanical components
AES TEMA type exchangers : Operation
AES TEMA type exchangers : 2D dismantling
AES TEMA type exchangers : 2D assembling
BEM TEMA type exchangers : Mechanical components
BEM TEMA type exchangers : Operation
BEM TEMA type exchangers : 2D dismantling and assembling
AEP TEMA type exchangers : Mechanical components
AEP TEMA type exchangers : Operation
AEP TEMA type exchangers : 2D dismantling
AEP TEMA type exchangers : 2D assembling
CFU TEMA type exchangers : Mechanical components
CFU TEMA type exchangers : Operation
CFU TEMA type exchangers : 2D dismantling
CFU TEMA type exchangers : 2D assembling
AKT TEMA type exchangers : Mechanical components
AKT TEMA type exchangers : Operation
AKT TEMA type exchangers : 2D dismantling
AKT TEMA type exchangers : 2D assembling
AJW TEMA type exchangers : Mechanical components
AJW TEMA type exchangers : Operation
AJW TEMA type exchangers : 2D dismantling
AJW TEMA type exchangers : 2D assembling
SHELL & TUBE HX : TEST YOUR KNOWLEDGE
Maintenance of shell and tube heat exchangers : Real world videos
About the next couple of videos
Extracting a tube bundle
Tube puller
HP cleaning of heat exchangers
Single lance tube cleaner
Projectile tube cleaning method
Ultrasonic cleaning of heat exchangers
Inserting tubes
Inserting back a tube bundle
Tube construction
Introduction to tube construction
Tube side header
Tube side passes
Finned tubes
Tube layout
Tube sheet
TUBE CONSTRUCTION : TEST YOUR KNOWLEDGE
Shell construction
Introduction to shell construction
"E" shell type
"F" shell type
"G" shell type
"H" shell type
"J" shell type
"K" shell type
"X" shell type
SHELL CONSTRUCTION : TEST YOUR KNOWLEDGE
Baffle and tube bundle construction
Introduction to baffle and tube bundle
Segmental baffles
Tie rods and baffle spacers
Impingement baffles
Vapor distribution
Tube bundle bypassing
Longitudinal baffles
BAFFLE AND TUBE BUNDLE : TEST YOUR KNOWLEDGE
Guidelines for allocation of fluids in shell and tube heat exchangers
Introduction
Guideline #1 : Fouling tendencies

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Heat Exchangers : Design , Operation & Maintenance with these activities:
Review Heat Transfer Fundamentals
Reinforce your understanding of heat transfer principles. A solid grasp of these fundamentals is crucial for understanding heat exchanger design and operation.
Browse courses on Heat Transfer
Show steps
  • Review textbook chapters on heat transfer modes.
  • Solve practice problems related to conduction, convection, and radiation.
  • Summarize key equations and concepts for quick reference.
Read 'Rules of Thumb for Chemical Engineers'
Familiarize yourself with practical guidelines and rules of thumb used in the industry. This will help you develop a more intuitive understanding of heat exchanger design and operation.
Show steps
  • Browse the sections related to heat exchangers and heat transfer.
  • Note down any rules of thumb that seem particularly relevant to the course.
  • Consider how these rules of thumb might apply to real-world scenarios.
Design a Simple Shell and Tube Heat Exchanger
Apply the concepts learned in the course to a practical design problem. This will solidify your understanding of the design process and highlight any areas where you need further clarification.
Show steps
  • Define the heat duty, fluid properties, and operating conditions.
  • Select appropriate materials of construction.
  • Determine the required heat transfer area and exchanger dimensions.
  • Calculate pressure drops and evaluate thermal performance.
Three other activities
Expand to see all activities and additional details
Show all six activities
Create a Troubleshooting Guide for Heat Exchangers
Synthesize your knowledge of heat exchanger operation and maintenance. This will help you develop a systematic approach to identifying and resolving common problems.
Show steps
  • Research common heat exchanger problems, such as fouling, corrosion, and vibration.
  • Develop a flowchart or checklist to guide troubleshooting efforts.
  • Include potential causes, symptoms, and corrective actions for each problem.
Read 'Ludwig's Applied Process Design for Chemical and Petrochemical Plants'
Deepen your understanding of heat exchanger design principles and practices. This book provides a comprehensive overview of the subject and covers a wide range of topics.
Show steps
  • Focus on the chapters related to heat exchanger design and selection.
  • Review the design examples and case studies.
  • Compare the design methods presented in the book with those covered in the course.
Assist with Heat Exchanger Maintenance at a Local Facility
Gain hands-on experience with heat exchanger maintenance and repair. This will provide valuable insights into the practical challenges of working with these devices.
Show steps
  • Contact a local industrial facility or power plant to inquire about volunteer opportunities.
  • Assist with tasks such as cleaning, inspection, and repair of heat exchangers.
  • Observe experienced technicians and ask questions about their work.

Career center

Learners who complete Heat Exchangers : Design , Operation & Maintenance will develop knowledge and skills that may be useful to these careers:
Process Engineer
A process engineer develops, designs, and optimizes industrial processes. This often involves working with heat exchangers to ensure efficient heat transfer in various systems. This course provides a complete understanding of the construction details and functioning of heat exchangers, which helps process engineers to optimize the performance of these systems, select appropriate designs, and troubleshoot operational issues. The step-by-step design methodology presented in the course, along with practical guidance, minimizes mistakes in the design and implementation of heat exchangers. This course is particularly valuable because it covers various heat exchanger designs, including shell and tube heat exchangers, which are widely used across industries.
Maintenance Engineer
A maintenance engineer is responsible for ensuring that equipment and machinery are running efficiently and reliably. Heat exchangers are critical components in many industrial systems, and their proper maintenance is essential for preventing downtime and ensuring optimal performance. This course provides maintenance engineers with guidelines and best practices for the operation, maintenance, and troubleshooting of heat exchangers, which helps them to identify and resolve issues quickly and effectively. The real-world video footage and 3D animations included in the course provide a virtual practical exposure to heat exchangers, enhancing their understanding of mechanical components and maintenance procedures. Learning about TEMA standards in particular can help the maintenance engineer avoid errors.
Plant Engineer
A plant engineer manages and maintains the infrastructure and equipment within an industrial plant. This includes overseeing the operation and maintenance of heat exchangers, ensuring they function efficiently and safely. This course provides plant engineers with a comprehensive understanding of heat exchanger designs, operation, and maintenance, enabling them to optimize plant performance and prevent costly downtime. The course's focus on shell and tube heat exchangers, along with guidelines aligned with TEMA standards is particularly relevant for plant engineers, as these are commonly used in industrial settings. Plant engineers may find benefit from its extensive graphics, cross-sectional views, real-world video footage, and 3D animations.
Project Engineer
A project engineer manages engineering projects from inception to completion. This often includes overseeing the design, installation, and commissioning of heat exchangers in industrial facilities. This course provides project engineers with a thorough understanding of heat exchanger designs, operation, and maintenance, enabling them to effectively manage projects involving these critical components. The course's coverage of various heat exchanger types, along with practical guidance on design and troubleshooting, helps project engineers to ensure successful project outcomes. The inclusion of quizzes can help a Project Engineer assure their understanding.
Energy Engineer
An energy engineer works to improve energy efficiency and reduce energy consumption in various systems. Heat exchangers play a crucial role in energy recovery and waste heat utilization, and their efficient operation is essential for optimizing energy performance. This course provides energy engineers with a comprehensive understanding of heat exchanger designs, operation, and maintenance, enabling them to identify opportunities for energy savings and implement strategies to improve energy efficiency. An energy engineer may find use in its quizzes, cross sectional views, and 3D animations.
Chemical Engineer
A chemical engineer applies principles of chemistry, physics, mathematics, and engineering to design, develop, and evaluate chemical processes and equipment. Given that heat exchangers are so widespread throughout the chemical industry, this course may be very helpful The course breaks down the operating principles of heat exchangers into easily digestible concepts, like heat transfer theory and process control. A chemical engineer can benefit from the course's detailed technical descriptions and basic step-by-step instructions, along with practice sessions, quizzes, and numerous downloadable resources, to emphasize the key learning points.
Reliability Engineer
A reliability engineer focuses on improving the reliability and availability of equipment and processes. Heat exchangers are often critical components in industrial systems, and their reliability is essential for preventing downtime and ensuring optimal performance. This course provides reliability engineers with insights into the design, operation, and maintenance of heat exchangers, which helps them to identify and address potential failure modes, implement preventive maintenance strategies, and improve overall system reliability. The course's emphasis on troubleshooting and best practices aligns with the goals of a reliability engineer.
Commissioning Engineer
A commissioning engineer oversees the startup and initial operation of new equipment and systems, ensuring they meet design specifications and performance requirements. Since heat exchangers are critical components in many industrial processes, this course provides a strong foundation for a commissioning engineer. The course offers a complete understanding of heat exchanger operation, maintenance, and troubleshooting. The course's coverage of design methodology helps the commissioning engineer during project startup, debottlenecking, and commissioning. The course will help them minimize design mistakes.
Design Engineer
A design engineer focuses on creating and improving technical designs for various systems. The course may be useful given its focus on shell and tube heat exchangers, in particular. This course presents a step-by-step design methodology. You will learn from guidance in the design of a heat exchanger in daily practice, how to determine the effective temperature difference for heat transfer, and how to calculate the heat transfer coefficient using simple equations. The course may help those who wish to avoid mistakes commonly made in design, and the course's industrial experience can help minimize mistakes.
HVAC Engineer
An HVAC engineer designs, installs, and maintains heating, ventilation, and air conditioning systems. Heat exchangers are integral components in HVAC systems, facilitating heat transfer between different fluids or gases. This course provides HVAC engineers with a solid understanding of heat exchanger principles, designs, and applications, enabling them to optimize system performance, ensure energy efficiency, and troubleshoot operational issues. The course's coverage of various heat exchanger types, including plate and frame exchangers, is relevant for HVAC applications.
Instrumentation Engineer
An instrumentation engineer is responsible for the design, installation, and maintenance of instruments and control systems used to monitor and control industrial processes. Heat exchangers often rely on sophisticated instrumentation to ensure optimal performance and safety. This course provides instrumentation engineers with an understanding of heat exchanger operation and control, enabling them to select appropriate instruments, configure control systems, and troubleshoot instrumentation issues. The course's coverage of process control and troubleshooting is particularly relevant for instrumentation engineers.
Piping Engineer
A piping engineer designs and analyzes piping systems for the transport of fluids and gases in industrial facilities. This course may be very useful as it provides background on heat exchangers. The course provides a complete understanding of the construction details and functioning of heat exchangers, which is a prerequisite for a successful operation of plant and piping systems. Learners may find benefit in the course's extensive graphics, cross-sectional views, real world video footage, and 3D animations.
Manufacturing Engineer
A manufacturing engineer improves manufacturing processes and production efficiency. Heat exchangers are critical components in many manufacturing facilities. This course, by providing guidelines and best practices for the operation, maintenance, and troubleshooting of heat exchangers, can prove beneficial for a manufacturing engineer. The real-world video footage and 3D animations included in the course may provide a virtual practical exposure to heat exchangers, enhancing understanding of mechanical components and maintenance procedures. The quizzes may also be of use.
Sales Engineer
A sales engineer sells complex technical products or services to businesses. This often requires in-depth knowledge of the products being sold and their applications. If those products are heat exchangers, this course may be very useful. The course provides a complete understanding of construction details and functioning of heat exchangers. A sales engineer can use this knowledge to better explain the benefits of different designs, features, and applications of heat exchangers to potential clients. The detailed technical descriptions given in the course may be useful for those discussing technical products.
Facilities Manager
Because operation of facilities involves the management of heat exchangers, this course may be useful. The facilities manager is responsible for the upkeep of equipment. This course provides a complete understanding of the construction details and functioning of heat exchangers. This aids in the successful operation of a plant and piping system. The facilities manager will manage the operating principles, mechanical components, and operation limits. This course may be useful for facilities managers who wish to minimize errors in the design of heat exchangers.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Heat Exchangers : Design , Operation & Maintenance.
This comprehensive book covers all aspects of process design, including heat exchanger design. It provides detailed information on design methods, equipment selection, and cost estimation. It valuable reference for engineers involved in the design and operation of chemical and petrochemical plants. is commonly used as a textbook at academic institutions and by industry professionals.
Provides practical rules of thumb for chemical engineering design and operation. It includes valuable insights into heat exchanger sizing, selection, and troubleshooting. It useful reference for quick estimations and preliminary design considerations. This book is more valuable as additional reading than it is as a current reference.

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