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Specifying a Liquid-Liquid Heat Exchanger

Christopher Haslego, B.S. ChE

Course Outline

Within this 3-hour online course, the student will learn how to evaluate the heat transfer duty that the new heat exchanger will be required to perform, ask appropriate and important questions of other plant personnel regarding the new equipment, estimate missing physical properties for process streams, and complete a standard heat exchanger specification sheet. This course includes an Excel file which the student may want to download for future use.

The course includes a multiple-choice quiz at the end, which is designed to enhance the understanding of the course materials.

Learning Objective

At the conclusion of this course, you will know how to:

Intended Audience

This course is intended for chemical and mechanical engineers.

Benefit to Attendees

Attendee of this course will be able approach a heat transfer problem in a systematic method which will allow for the proper evaluation of the application. Additionally, the student will be able to guide the heat exchanger selection, avoid common pitfalls, and assemble an appropriate specification that will apply to various types of heat transfer technologies.

Course Introduction

As an engineer, specifying heat exchangers for procurement is an important step in the successful execution of any heat transfer or energy conservation project. Early recognition that there are many different heat transfer technologies available can help in receiving optimized bids for each type of equipment available to you. Through process investigation, the specifying engineer can collect the necessary data to allow the heat exchanger designer to optimize both the mechanical and thermodynamic design of the heat exchanger. Through the specification process, you can uncover critical variables such solids loading, heat transfer duty requirements, available footprint space, maintenance considerations, and others.

Course Content

The course content is in a PDF file (529 KB) Specifying a Liquid-Liquid Heat Exchanger. You need to open or download this document to study this course.

Bonus Materials

For the paid user only, an Excel spreadsheet "Shell and Tube Heat Exchanger Specification Sheets" is available at the beginning of the quiz. The spreadsheet will help you properly specify a heat exchanger for issue to manufacturers. Simply fill in the appropriate blanks.

Course Summary

Specifying a liquid-liquid heat exchanger is not always as easy as it may appear. But an engineer who examines the problem carefully and prepares an accurate, yet flexible, specification will find the entire process much easier. Thinking about all aspects of the heat exchanger to be installed can also help avoid problems in the future or surprises during the installation of the equipment. The color coded heat exchanger specification sheet shown in this article has been included as a course download for your use. The colored boxes will appear on your computer screen, but the specification sheets will print without color.

Related Links

For additional technical information related to this subject, please visit the following websites or web pages:

Industrial Heat Transfer Basics
Design Considerations for Shell and Tube Exchangers
Overall Heat Transfer Coefficients in Heat Exchangers
Correlations for Convective Heat Transfer
Shell and Tube Heat Exchanger Design Manual


Once you finish studying the above course content, you need to take a quiz to obtain the PDH credits.

Take a Quiz

DISCLAIMER: The materials contained in the online course are not intended as a representation or warranty on the part of PDH Center or any other person/organization named herein. The materials are for general information only. They are not a substitute for competent professional advice. Application of this information to a specific project should be reviewed by a registered architect and/or professional engineer/surveyor. Anyone making use of the information set forth herein does so at their own risk and assumes any and all resulting liability arising therefrom.