PE09 Shell & Tube Heat Exchanger Selection, Design, Specification, Sizing

Artit wiwatwisansakul

Wiroon Tanthapanichakoon

September 24, 2026

Rayong

PE09 Shell & Tube Heat Exchanger Selection, Design, Specification, Sizing

Shell-and-tube heat exchangers are widely used in process industries due to its robustness and well-established design methods. Process engineers often have to specify shell-and-tube heat exchangers and perform calculations to confirm heat exchanger sizing and sufficiency of heat transfer area. Lack of understanding results in wrong equipment selection and specifications, inability to achieve desired process performance, and even safety issues in operation.

Target Group

All disciplines of engineers and any technical people who have to design, specify, and operate shell- and-tube heat exchangers for chemical processes.

Agenda & Course Outline

8:00 AM – 9:00 AM Register

9:00 AM – 12:00 PM
I. Heat Transfer Basic Concepts
• Heat transfer mechanism and basic equations
- Convection
- Conduction
- Radiation
• Heat exchanger flow principles: laminar vs. turbulent
• Heat duty and heat balance for no-phase change and phase change heat exchangers
• Heat transferability diagram developed by Ajarn Charles: Easily understand what parameters determine which types of heat transfer are difficult or easy
II. Shell-and-Tube Heat Exchanger Types and Selection
• TEMA types: fixed tube sheet, floating head, U-tube, kettle type
• Advantages and disadvantages

12:00 PM – 13:00 PM Lunch Break

13:00 PM – 17:00 PM
III. Heat Exchanger Design and Sizing
• Heat exchanger design overall concepts
• Log-Mean Temperature Difference (LMTD) assumptions
• Temperature crossover and F-Factor to Correct LMTD to MTD (effective mean temperature difference)
• Overall heat transfer coefficients (U) with example calculations (U,clean and U,dirty)
• Tube-side heat transfer coefficients
• Tube-side pressure drop
• Temperature profile for all cases of heat transfer
• 3 major sizing methods for shell-side heat transfer coefficients and pressure drop
- Kern method
- Bell-Delaware method
- Flow stream analysis method (Willis-Johnston)
• Thermal rating strategy
• Heat exchanger preliminary rating by simplified Delaware method
• Detailed heat exchanger sizing by Kern method and Bell-Delaware methods
• Heat exchanger – real iterative design calculation example
• Fouling factors
• Resistance analysis for heat exchanger enhancements and improvements
• Heat transfer enhancement concepts and technologies
• Optimum temperature difference for design
• Pressure drop guidelines
• Phase-change heat exchanger design principles
- Condensers
- Reboiler types and configurations
- Steam heat exchanger design concepts

8:00 AM – 9:00 AM Register

9:00 AM – 12:00 PM
IV. Alternative Heat Exchanger Rating Methods
• Effectiveness-NTU method with a real project calculation example
• Temperature span short-cut rating method
V. Heat Exchanger Specifications
• Design pressure and temperature setting: 10/13 rule, 2/3 rule
• TEMA shell, shell head, channel head types and selection
• Heat exchanger TEMA classes: R, C, B
• Tube bundles
• Tube layout and tube pitch
• Maximum number of tube passes
• Baffle types and selection
• Standard tube length

12:00 PM – 13:00 PM Lunch Break

13:00 PM – 17:00 PM
V. Heat Exchanger Specifications (Continued)
• Shell diameter and number of tubes
• Nozzle sizing and locations, flange rating
• Minimum shell and tube thicknesses
• Design guidelines to avoid vibration problems
• Recap of key points in TEMA standard: e.g. Max unsupported tube span, tie-rods
• Tube rolling and tube bundle pulling practices
VI. Example Problems on Shell-and-Tube Heat Exchanger Sizing
• Condenser basic design and sizing
• Reboiler basic design and sizing
• No-phase change heat exchanger basic design and sizing
• HTRI screen-captured simulation examples with explanation of key points

Course Instructor
Artit wiwatwisansakul

Process Safety Engineering

Process engineering and chemical engineering

Plant problem solving and training

Wiroon Tanthapanichakoon

Process & Technology Development

Process engineering

Process scaleup and development

Course Detailed
Fee    :
19500
Start :
September 24, 2026
End    :
September 25, 2026
Duration   :
2
day
Location    :
Rayong
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Monday, December 08, 2025
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Artit W.
16000
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15
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19500
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18
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18
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2025
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6900
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29
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30
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Artit W.
19500
Rayong
2026
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05
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06
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16000
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12
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13
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2026
2026-02-12
Artit W.
Wiroon T.
19500
Rayong
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16
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17
Feb
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19500
Rayong
2026
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26
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27
Feb
2026
2026-02-26
Artit W.
Wiroon T.
19500
Rayong
2026
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02
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03
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2026
2026-03-02
Artit W.
19500
Rayong
2026
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05
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2026
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Artit W.
19500
Rayong
2024
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12
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13
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2026
2026-03-12
Artit W.
19500
Rayong
2026
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19
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20
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2026
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Artit W.
16000
Rayong
2022
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26
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27
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2026
2026-03-26
Artit W.
Wiroon T.
19500
Rayong
2026
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03
Apr
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2026-04-02
Artit W.
Wiroon T.
19500
Rayong
2026
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28
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29
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Artit W.
Wiroon T.
19500
Rayong
2026
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Khosit Y.
19500
Rayong
2025
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Artit W.
Wiroon T.
19500
Rayong
2026
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2026-05-07
Apinan S.
19500
Rayong
2026
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13
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15
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2026-05-13
Artit W.
Wiroon T.
29500
Rayong
2026
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21
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22
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Artit W.
19500
Rayong
2026
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28
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2026-05-28
Artit W.
19500
Rayong
2026
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Artit W.
19500
Rayong
2026
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2026-06-11
Artit W.
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Rayong
2026
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2026-06-18
Khosit Y.
19500
Rayong
2027
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18
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19
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2026
2026-06-18
Artit W.
19500
Rayong
2026
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24
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26
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Artit W.
Wiroon T.
28000
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Artit W.
Wiroon T.
19500
Rayong
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2026-07-09
Artit W.
16000
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2026
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16
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2026-07-16
Khosit Y.
19500
Rayong
2026
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16
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2026
2026-07-16
Wiroon T.
Artit W.
19500
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2026
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23
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24
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Artit W.
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Apinan S.
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2026
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2026-07-23
Apinan S.
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2026
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2026-08-06
Artit W.
Wiroon T.
19500
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2026
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2026-08-20
Artit W.
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2026
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2026-08-27
Artit W.
Wiroon T.
19500
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2026
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04
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2026-09-03
Artit W.
16000
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2026
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Artit W.
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19500
Rayong
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14
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Artit W.
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25
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2026-09-24
Artit W.
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Khosit Y.
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2026
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Artit W.
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2026
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Artit W.
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2026
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2026
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2026-10-15
Artit W.
16000
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29
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30
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2026-10-29
Artit W.
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Dominic F.
21000
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Nov
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2026-11-12
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19500
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18
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20
Nov
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29500
Rayong
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25
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27
Nov
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28000
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16
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19500
Rayong
2026
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