Design and Rate Shell and Tube Heat Exchangers

Course Id:  EHX101   |   Duration:  2.00 day(s)   |   CEUs Awarded:  1.4   |   Level:  Introductory

Course Objective

A common engineering task is the design of a new heat exchanger, or evaluation of an existing exchanger to verify it will perform properly in a new service.  A successful design requires engineers to accurately predict exchanger thermal performance, pressure drop, and risk of vibration in the field.  It is therefore advisable to rigorously model exchangers with detailed calculations to provide more confidence in the results than would be obtained utilizing simplified ‘short-cut’ calculations.  Aspen Exchanger Design and Rating has the capability to perform sophisticated exchanger calculations, which account for equipment geometry, materials, and operating conditions.  This technology can help reduce capital costs by enabling engineers to optimally-design exchangers.

Course Overview

Effectively navigate and manage the Aspen Shell & Tube Exchanger user interface. Perform multiple heat exchanger calculation types, easily review results, and draw meaningful conclusions on exchanger performance. Troubleshoot shell and tube heat exchangers for poor thermal performance and vibration problems. Understand the various equipment design options specific to shell and tube heat exchangers. Integrate Aspen Shell & Tube Exchanger capabilities with process simulation data in Aspen Plus and Aspen HYSYS


  • Rigorously rate a variety of exchangers types, including thermosyphon reboilers and falling film evaporators
  • Automatically optimize exchangers to minimize cost or area
  • Develop core competencies at an accelerated pace
  • Automate engineering workflows with Aspen Exchanger Design and Rating to save valuable project time
  • Discover best practices to realize the full capabilities of Aspen Exchanger Design and Rating
  • Earn Continuing Education Units toward P.E. licensing requirements


  • Engineers performing design and rating of shell and tube heat exchangers
  • Engineers troubleshooting and debottlenecking exchangers
  • Recent engineering graduates wishing to gain practical experience in heat transfer and heat exchanger design


  • Students receive guided instruction on all course topics
  • Instructors provide live demonstrations of Aspen Exchanger Design and Rating features
  • Students participate in hands-on workshops and apply concepts presented in class
  • Detailed course notes and workshop solutions are provided to students
  • Students retain copies of workshop files and course textbooks
  • Student-instructor Q&A


  • A background in process engineering, mechanical engineering, or heat transfer

Subsequent Courses

Develop additional expertise with these recommended courses:

  • EHX1021    Design and Rate an Air Cooled Heat Exchanger
  • EHX1031    Design and Simulation of Fired Heaters
  • EHX1041    Introduction to Aspen Plate Fin Exchanger
  • EHX2911    Improved Energy Efficiency through Heat Integration

Class Schedule

Class Agenda

EHX101: Design and Rate Shell and Tube Heat Exchangers

Aspen Shell & Tube Exchanger - Overview

  • Identify the capabilities & features of the Aspen EDR user interface

Aspen Shell & Tube Exchanger - Calculation Modes
  • Recognize the features and calculation types available in Aspen Shell & Tube Exchanger
  • Review data input required and result reporting options
  • Demo/Workshop 1: Design and rate a heat exchanger: guided example
  • Workshop 2: Design of an Oil Cooler with the minimum properties required

Shell and Tube Heat Exchanger Geometry
  • Discuss the standards of various shell and tube heat exchanger components
  • Review the principal mechanical components associated with the construction of shell and tube heat exchangers
  • Perform adjustments and modifications to the exchanger design to enhance performance and reliability
  • Workshop 3: Analyze the Performance of Kettle Reboiler
  • Workshop 4: Design of a Reflux Condenser

Introduction to Physical Properties
  • Identify issues involved in the choice of physical properties for heat exchanger modeling
  • Discuss the options for providing physical properties in Aspen Shell & Tube Exchanger
  • Discover how to import physical property data into Aspen Shell & Tube Exchanger from other programs
  • Workshop 5: Rating of an Oil Heater

Rigorous Heat Exchanger Modeling In Aspen Plus
  • Examine how to implement Aspen EDR software in an Aspen Plus simulation
  • Complete the workshop to perform rigorous heat exchanger design calculations
  • Workshop 6: Integrate Aspen Plus with Aspen Shell and Tube

Rigorous Heat Exchanger Modeling In Aspen HYSYS
  • Examine how to implement Aspen EDR software in  Aspen HYSYS simulation
  • Make use of the Activated EDR feature as an improved method for linking Aspen HYSYS and Aspen Shell & Tube Exchanger or Air Cooled Exchanger
  • Workshop 7: Integrate Aspen HYSYS with Aspen Shell and Tube Exchanger

Vibration Analysis in Aspen Shell & Tube Exchanger
  • Identify and explain vibration analysis considerations associated with heat exchanger design
  • Perform analysis and troubleshoot vibration problems in heat exchanger design
  • Workshop 8: Troubleshoot vibration problems in the design of shell and tube exchangers

Aspen Shell & Tube Exchanger Workshop Instructions
  • Utilize Aspen Shell & Tube Exchanger to perform calculations on different scenarios for typical engineering design and troubleshooting applications
  • Workshop 9: Study the performance of a Thermosiphon Reboiler
  • Workshop 10: Rating of a Falling Film Evaporator
  • Workshop 11: Monitor Fouling Rate on a Shell and Tube Exchanger (optional)
  • Workshop 12: Design of Multiple Shell Exchanger (optional)
  • Workshop 13: Checking Double Pipe and Multitube Hairpin Performance (optional)

Aspen Technology, Inc. awards Continuing Education Units (CEUs) for training classes conducted by our organization. One CEU is granted for every 10 hours of class participation.