Vesselguy:
As you probably know, designing and specifying a shell & tube heat exchanger is not a task for the inexperienced or the lame-brained. You have to know your merde before attempting this part of engineering. After going through 49 years of process design, I am not surprised that many engineers – especially young ones – are reluctant to enter into the complete world of heat transfer. The easiest and safest thing to do when facing a heat exchanger design and spec is to simply “cover your behind” or employ belt and suspenders type of design by employing fouling factors to cover up for your lack of knowledge or expertise.
This was always Charlie Gilmour’s dilemma. I have used zero fouling factor many, many times in the past and walked away from a successful application without ever looking back. The issue is not primarily “saving money” by specifying a smaller exchanger. The real issue is not to foment or propagate fouling itself by assigning a fouling factor. This is advocating your own demise and failure – as Charlie aptly explained. Don’t get me wrong. There are times when one MUST employ a fouling factor - primarily when one is deprived or starved of basic data and full stream descriptions or real-life compositions. However, in today’s world I have found less and less of that kind of situation and more complete, accurate, and detailed stream definitions. Therefore, the justification for a fouling factor today is much less than it was back in the 1950’s when Charlie Gilmour and Don Kern were kicking heat transfer A__ right and left.
When I have applied zero fouling factor, I have always made sure that:
1) The heat transfer fluids are carefully, accurately, and completely defined;
2) I have a reasonable drop allowed. This enables me to kick up the Reynolds Number – especially in the tube side;
3) With a high Reynolds Number, I have a higher velocity and discourage any potential fouling; one type of fouling is inherent to stagnant flow or dead-end spots in the exchanger;
4) I always make it a point to encourage a practical and logical mechanical design; eliminate the existence of air pockets in the exchanger – especially in the shell side; avoid horizontal shell baffles – they are theoretically attractive, impossible to fit and seal and bitches to pull out for maintenance; they arve te losers.
5) Be practical and realistic in what you require of a fabricator with respect to clearances and baffles seals. There is just so much you can accomplish is trying to attain a close approach to counter-current heat transfer. Sometimes you have to bite the bullet and swallow the trade-off.
6) If you can afford it and the application fits, make judicious use of spiral heat exchangers; they are undoubtedly the best heat transfer devices – but they require more capital and can only sustain relatively lower pressures. However, they spiral action is inherently self-sweeping and self-cleaning.
There are more tips I could come up with, but I’ve run out of Rioja wine while I’m writing this in my room in Madrid, Spain. I’ll have to continue this on another thread when my stockpile has been reinforced.
I hope this helps to foster your efforts with respect to applying more intelligent and smart engineering thinking in heat exchanger applications. I am certain that you will be truly inspired and optimistic when you read and study Charlie Gilmour's Opus.