Thermal Engineering Updated 2026-07-29 Engineering Guide

Heat Exchanger Selection Guide

Compare shell-and-tube, plate-frame, and air-cooled heat exchangers. Learn LMTD, U-values, TEMA types, and sizing procedures for industrial thermal design.

Introduction

Heat exchangers transfer thermal energy between two fluid streams without mixing. Selecting the right type — shell-and-tube, plate-frame, air-cooled, or other — requires matching the fluids, temperatures, pressures, fouling tendency, and duty to the technology's strengths.

Selection drivers

Four factors dominate heat exchanger selection: (1) operating pressure and temperature, (2) fouling and cleaning access, (3) plot space and weight limits, (4) capital vs operating cost trade-off.

Type Comparison

TypeMax PressureMax TemperatureFouling ToleranceCompactness
Shell-and-tube> 300 bar> 550°CExcellentPoor
Plate-and-frame (gasketed)25 bar180°CFairExcellent
Welded / brazed plate40 – 100 bar400°CPoorExcellent
Air-cooled (fin fan)> 300 bar500°CVery goodPoor
Spiral25 bar400°CExcellent (slurries)Good
Double-pipe / hairpin300+ bar600°CGoodPoor

Shell-and-tube is the workhorse of refineries and chemical plants — robust, well understood, tolerant of high pressures and dirty services. Plate-frame dominates HVAC, dairy, and clean-fluid duties where compactness and easy cleaning matter. Air-cooled removes heat when cooling water is unavailable or expensive.

The LMTD Method

For simple counter-current or co-current flow, the log mean temperature difference (LMTD) is:

ΔTLM = (ΔT1 − ΔT2) / ln(ΔT1 / ΔT2)

Where ΔT1 and ΔT2 are the terminal temperature differences at each end of the exchanger.

The heat duty is:

Q = U × A × F × ΔTLM

Where U is the overall heat transfer coefficient (W/m²·K), A is the heat transfer area (m²), and F is the LMTD correction factor for multi-pass arrangements (typically 0.75 – 1.0).

Try the LMTD Calculator

Open lmtd-calculator

Typical Overall U-Values

ServiceU (W/m²·K)
Water — water850 – 1700
Water — light oil350 – 900
Water — heavy oil60 – 300
Steam — water1000 – 4000
Steam — light oil400 – 900
Condensing hydrocarbon — water500 – 1100
Gas — water30 – 300
Air-cooler (gas service)100 – 350 (based on bare tube)

Fouling factors matter

Design U-values assume clean tubes. Real operation must include fouling resistances. Typical fouling factors: cooling water 0.0002 m²·K/W; steam 0.0001; light hydrocarbons 0.0002; heavy fouling service 0.0005 – 0.001. Fouling can reduce effective U by 30 – 60%.

TEMA Designations for Shell-and-Tube

Shell-and-tube exchangers follow the TEMA (Tubular Exchanger Manufacturers Association) nomenclature: three letters designating (1) front head, (2) shell, (3) rear head.

FrontShellRear
A: channel with coverE: one-pass shellL: fixed tubesheet
B: bonnetF: two-pass with longitudinal baffleM: fixed tubesheet
C: channel integral with tubesheetH: double split flowP: outside packed floating
N: channel integral with tubesheetJ: divided flowS: floating head with backing device
D: high-pressure closureK: kettle reboilerT: pull-through floating
X: cross flowU: U-tube bundle

Common types:

  • BEM — fixed tubesheet, cheap, non-removable bundle, for clean-clean service
  • AES — floating head, most flexible, tubes accessible for cleaning
  • AEU — U-tube, no differential expansion, but tube-side cleaning is limited
  • AKT — kettle reboiler, common in distillation column reboilers

Sizing Procedure

  1. Set the duty: Q = m × cp × ΔT (or m × Δh for phase change).
  2. Determine terminal temperatures — both cold and hot inlet/outlet from process requirements.
  3. Compute LMTD and F factor for multi-pass.
  4. Estimate U from tables or from resistances 1/U = 1/hi + Rfoul,i + t/k + Rfoul,o + 1/ho.
  5. Solve for A = Q / (U × F × ΔTLM).
  6. Verify velocities and pressure drop — tube-side liquid 1 – 2 m/s, shell-side 0.5 – 1 m/s.
  7. Iterate the geometry until pressure drop is within budget (typically 0.2 – 0.7 bar per side).

Try the Heat Exchanger Calculator

Open heat-exchanger-calculator

Worked Example

Duty: Cool 50 t/h of process oil (cp = 2.2 kJ/kg·K) from 120°C to 60°C, using cooling water 30°C in, 40°C out.

  1. Heat duty: Q = (50,000/3600) × 2.2 × (120 − 60) = 1833 kW.
  2. LMTD (counter-current): ΔT1 = 120 − 40 = 80; ΔT2 = 60 − 30 = 30. LMTD = (80 − 30)/ln(80/30) = 51.0 K.
  3. Assume 1-2 shell/tube exchanger: F ≈ 0.87.
  4. Estimated U (water-oil, moderate fouling) = 400 W/m²·K.
  5. Area: A = 1,833,000 / (400 × 0.87 × 51) = 103 m².
  6. Select a BEM or AES exchanger with ~110 m² area for margin.

Choosing Between Types

Quick decision rules

  • Plate-frame if pressure ≤ 25 bar, temperature ≤ 180°C, both fluids clean, and compact footprint matters.
  • Shell-and-tube for high pressure, high temperature, fouling service, or when the fluid is a slurry.
  • Air-cooled when cooling water is unavailable, water-hostile fluids, or when reducing water treatment cost.
  • Double-pipe or spiral for very small duties (< 50 kW) or highly fouling slurries.

Summary

Heat exchanger selection begins with the process conditions and ends with a technology whose materials, geometry, and cleaning provisions match the service. LMTD-U-A sizing gives the required area; TEMA type governs the mechanical design; realistic fouling assumptions keep the exchanger performing over its design life. Always cross-check with vendor thermal software before finalizing.

Related Guides & Tools

Disclaimer: This guide is for educational purposes only. Always consult qualified engineering professionals and applicable codes/standards (ASME, API, ASTM) for engineering design. See full disclaimer.