Shell-and-Tube Heat Exchanger Engineering Course

Name: Shell-and-Tube Heat Exchanger Engineering Training Course
Availability: InStock

Advanced tools for teams to review exchanger duty, configuration, hydraulics, fouling, condition, inspection, and return-to-service evidence.

Shell-and-Tube Heat Exchanger Engineering Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Montreux, Madrid, Accra, Phuket, Muscat, Langkawi and more
Next session: 9 – 13 November 2026, Montreux
Average fee: 7,500 €

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Shell-and-Tube Heat Exchanger Engineering Training Course

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Overview

Shell-and-Tube Heat Exchanger Engineering Training Course is a one-week advanced course for mechanical, process, maintenance, and reliability teams who leave with a Shell-and-Tube Exchanger Performance and Integrity Decision Pack. The course connects thermal duty, TEMA configuration, hydraulic checks, mechanical arrangement, operating evidence, fouling, vibration, leakage, inspection, cleaning, repair, and return-to-service decisions. Agile Leaders Training Center delivers this course on shell-and-tube heat exchanger engineering.

Who Should Attend

Teams responsible for heat-exchanger duty, process data, thermal review, and performance assurance
Functions responsible for mechanical design review, materials, fabrication, inspection, and testing
Teams responsible for operation, temperature approach, pressure drop, fouling, and energy performance
Functions responsible for maintenance, cleaning, tube inspection, repair, and return to service
Teams responsible for reliability, turnaround scope, evidence review, and intervention prioritization

The course assumes participants work with exchanger data sheets, operating trends, inspection records, or maintenance decisions and leaves out detailed vendor design calculations, code certification, welding qualification, and live intrusive work.

Departments and Industries

The course supports shell-and-tube heat exchanger decisions across process, manufacturing, utility, energy, and facilities operations.

Process engineering, mechanical engineering, maintenance, reliability, and inspection
Refining, petrochemicals, chemicals, fertilizers, and industrial gases
Power, water, district cooling, utilities, and energy services
Food processing, pharmaceuticals, metals, pulp, and manufacturing
Facilities, data services, marine operations, terminals, and technical assurance

Learning Objectives

By the end of this course, participants will be able to:

Analyze exchanger duty, data sheets, configuration, and design intent.
Apply thermal and hydraulic performance checks.
Evaluate mechanical arrangements, materials, access, and maintainability.
Diagnose fouling, vibration, leakage, and performance loss.
Prioritize inspection, cleaning, repair, and verification actions.
Build an exchanger performance and integrity decision pack.

Course Agenda

Day 1: Establish Design Intent

Process Duty, Heat Balance, Stream Data, Design Margin, and Data-Sheet Register
TEMA Shell, Front-End, Rear-End, Pass, and Service Classification Map
Fixed-Tubesheet, U-Tube, Floating-Head, Kettle, and Selection Decision Matrix
ISO 16812 Mechanical Design, Materials, Inspection, Testing, and Documentation Map
Temperature, Pressure, Corrosion Allowance, Fouling, and Design-Case Assumption Log

Day 2: Verify Thermal and Hydraulic Performance

Sensible-Duty, Latent-Duty, Phase-Change, Heat-Balance, and Property Worksheet
LMTD, Correction Factor, Temperature Approach, and Thermal-Cross Check Sheet
Effectiveness-NTU, Heat-Capacity Rate, Duty, and Area Verification Model
Overall Heat-Transfer Coefficient, Film Resistance, Wall Resistance, and Fouling Model
Tube-Side Velocity, Shell-Side Flow, Pressure Drop, Bypass, and Leakage Review

Day 3: Review Mechanical Arrangement

Shell, Channel, Head, Tubesheet, Tube Bundle, Nozzle, and Support Arrangement Drawing
Tube Layout, Pitch, Pass Partition, Baffle Type, Spacing, Cut, and Window Review
Thermal Expansion, Differential Movement, Expansion Joint, and Bundle-Removal Checklist
Material Compatibility, Corrosion, Erosion, Velocity, Temperature, and Service Matrix
Access, Vent, Drain, Isolation, Lifting, Cleaning, Plugging, and Maintainability Plan

Day 4: Diagnose and Maintain Performance

Inlet-Outlet Temperature, Approach, Duty, Pressure Drop, Load, and Trend Dashboard
Fouling, Scaling, Coking, Deposition, Corrosion, and Cleaning Decision Tree
Flow-Induced Vibration, Baffle Damage, Tube Wear, Leakage, and Cross-Contamination Fault Tree
Visual, Thickness, Eddy-Current, Leak, Hydrostatic, and Tube-Condition Inspection Plan
Cleaning Method, Tube Plugging, Repair Scope, Acceptance, and Return-to-Service Log

Day 5: Practice Exchanger Decisions

Exercise: Validate Duty, LMTD, Effectiveness-NTU, Area, and Fouling Assumptions
Exercise: Diagnose Temperature, Pressure-Drop, Fouling, Bypass, and Leakage Evidence
Exercise: Review TEMA Arrangement, Expansion, Access, Materials, and Maintainability
Exercise: Prioritize Inspection, Cleaning, Plugging, Repair, and Verification Actions
Capstone Exercise: Build the Shell-and-Tube Exchanger Performance and Integrity Decision Pack

Practical Exercises

The course uses suggested activities to connect exchanger design and operating evidence with maintenance and integrity decisions.

Suggested activity: reconcile process data, heat balance, LMTD, effectiveness, area, coefficient, pressure drop, and design assumptions.
Suggested activity: compare TEMA arrangements against thermal expansion, materials, access, bundle removal, cleaning, and service constraints.
Suggested activity: diagnose a performance loss using temperature, flow, pressure drop, load, fouling, vibration, and leakage evidence.
Suggested activity: build an inspection, cleaning, repair, acceptance, ownership, and return-to-service plan.

FAQs

Who should attend shell-and-tube heat exchanger engineering training?

Shell-and-tube heat exchanger engineering training suits experienced process, mechanical, operations, maintenance, reliability, inspection, and turnaround teams and assumes work with exchanger data or maintenance evidence.

How does shell-and-tube heat exchanger engineering differ from basic heat-transfer training?

Shell-and-tube heat exchanger engineering connects thermal calculations with configuration, hydraulics, mechanical arrangement, operating trends, inspection, fouling, repair, and lifecycle decisions, while basic heat-transfer training focuses on foundational heat-transfer concepts.

How is shell-and-tube heat exchanger performance assessed?

Shell-and-tube heat exchanger performance is assessed by comparing duty, temperature approach, LMTD, effectiveness, overall coefficient, flow, pressure drop, load, fouling resistance, baseline data, and operating trends.

How are shell-and-tube heat exchanger maintenance actions prioritized?

Shell-and-tube heat exchanger maintenance actions are prioritized from performance loss, fouling mechanism, leakage, vibration, inspection evidence, consequence, access, turnaround opportunity, repair acceptance, and required verification.

Conclusion

Participants take back a Shell-and-Tube Exchanger Performance and Integrity Decision Pack. The pack connects duty, configuration, thermal and hydraulic checks, mechanical arrangement, operating trends, fault diagnosis, inspection, cleaning, repair, ownership, and verification. It changes fragmented design and maintenance evidence into a traceable decision path for intervention and return to service.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Location	Dates	Duration	Mode	Price
New York	Week 30, 2027 26 – 30 July 2027	1 Week	Onsite	€16,000
Marbella	Week 30, 2027 1 – 5 August 2027	1 Week	Onsite	€6,500
Toronto	Week 31, 2027 8 – 12 August 2027	1 Week	Onsite	€16,000
Cairo	Week 32, 2027 9 – 13 August 2027	1 Week	Onsite	€5,200
Tashkent	Week 32, 2027 15 – 19 August 2027	1 Week	Onsite	€8,000
Frankfurt	Week 34, 2027 23 – 27 August 2027	1 Week	Onsite	€6,500
Tbilisi	Week 35, 2027 30 August – 3 September 2027	1 Week	Onsite	€5,700
Istanbul	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€6,000
Milan	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€7,000
Dubai	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€6,500
Rome	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€6,500
Kuala Lumpur	Week 39, 2027 27 September – 1 October 2027	1 Week	Onsite	€6,500
Zanzibar	Week 39, 2027 3 – 7 October 2027	1 Week	Onsite	€6,000
Sharm El-Sheikh	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€5,200
Geneva	Week 41, 2027 17 – 21 October 2027	1 Week	Onsite	€8,000
Seoul	Week 43, 2027 25 – 29 October 2027	1 Week	Onsite	€12,000
London	Week 44, 2027 1 – 5 November 2027	1 Week	Onsite	€6,500
Athens	Week 45, 2027 8 – 12 November 2027	1 Week	Onsite	€7,500

Frequently asked questions

What does this course cover?

OverviewShell-and-Tube Heat Exchanger Engineering Training Course is a one-week advanced course for mechanical, process, maintenance, and reliability teams who leave with a Shell-and-Tube Exchanger Performance and Integrity Decision Pack. The course connects thermal duty, TEMA configuration, hydraulic checks, mechanical arrangement, operating evidence, fo…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Shell-and-Tube Heat Exchanger Engineering Course