Specialized skill for heat exchanger sizing, rating, and optimization per TEMA standards including shell-and-tube, plate, and air-cooled configurations
Scanned 9/2/2026
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---
name: heat-exchanger-design
description: Specialized skill for heat exchanger sizing, rating, and optimization per TEMA standards including shell-and-tube, plate, and air-cooled configurations
allowed-tools:
- Read
- Write
- Glob
- Grep
- Bash
metadata:
specialization: mechanical-engineering
domain: science
category: thermal-fluid-analysis
priority: high
phase: 6
tools-libraries:
- HTRI Xchanger Suite
- Aspen Exchanger Design and Rating
graph:
domains: [domain:mechanical-engineering]
skillAreas: [skill-area:physics-simulation, skill-area:mathematical-reasoning, skill-area:motion-planning]
roles: [role:systems-integration-engineer, role:research-engineer]
---
# Heat Exchanger Design Skill
## Purpose
The Heat Exchanger Design skill provides comprehensive capabilities for sizing, rating, and optimizing heat exchangers according to TEMA standards, enabling systematic thermal-hydraulic design of shell-and-tube, plate, and air-cooled heat exchanger configurations.
## Capabilities
- Shell-and-tube heat exchanger design and rating
- Plate heat exchanger sizing
- Air-cooled heat exchanger configuration
- LMTD and effectiveness-NTU methods
- Fouling factor consideration
- Pressure drop calculations
- HTRI Xchanger Suite integration
- Thermal-hydraulic optimization
## Usage Guidelines
### Design Methods
#### LMTD Method
1. **Log Mean Temperature Difference**
```
LMTD = (ΔT1 - ΔT2) / ln(ΔT1/ΔT2)
Q = U × A × F × LMTD
Where:
F = Correction factor for non-counterflow
U = Overall heat transfer coefficient
A = Heat transfer area
```
2. **LMTD Correction Factors**
- One shell pass, 2/4/6 tube passes
- Two shell passes, 4/8 tube passes
- Crossflow configurations
#### Effectiveness-NTU Method
1. **Effectiveness Definition**
```
ε = Q_actual / Q_max
Q_max = Cmin × (Th,in - Tc,in)
```
2. **NTU Calculation**
```
NTU = UA / Cmin
Cr = Cmin / Cmax
```
3. **Effectiveness Relations**
- Counterflow: ε = (1-exp(-NTU(1-Cr)))/(1-Cr×exp(-NTU(1-Cr)))
- Parallel flow: ε = (1-exp(-NTU(1+Cr)))/(1+Cr)
- Shell-and-tube: Complex correlations by TEMA type
### Shell-and-Tube Design
1. **TEMA Designations**
| Front End | Shell | Rear End |
|-----------|-------|----------|
| A - Channel | E - One-pass | L - Fixed tubesheet |
| B - Bonnet | F - Two-pass | M - Fixed tubesheet |
| N - Channel | J - Divided flow | N - Fixed tubesheet |
| - | X - Crossflow | P - Outside packed |
| - | - | S - Floating head |
| - | - | U - U-tube |
2. **Tube Layout**
- Triangular pitch (30°): Maximum tubes, poor cleaning
- Square pitch (90°): Mechanical cleaning possible
- Rotated square (45°): Higher turbulence
3. **Baffle Design**
- Segmental: 20-45% cut
- Double segmental: Reduced pressure drop
- No-tubes-in-window: Vibration mitigation
### Plate Heat Exchanger
1. **Plate Selection**
- Chevron angle (25-65°): Trade-off h vs ΔP
- Plate spacing: 2-5 mm typical
- Pass arrangement: U or Z configuration
2. **Design Considerations**
- Maximum pressure: 25-30 bar typical
- Maximum temperature: 150-200°C (gaskets)
- Fouling service: Not ideal
### Air-Cooled Heat Exchanger
1. **Configuration**
- Forced draft: Fan below bundle
- Induced draft: Fan above bundle
- Natural draft: No fan (limited duty)
2. **Design Parameters**
- Face velocity: 2.5-3.5 m/s
- Tube rows: 3-6 typical
- Fin density: 275-435 fins/m
### Fouling Considerations
| Service | Fouling Factor (m²K/kW) |
|---------|------------------------|
| Cooling water | 0.2-0.35 |
| River water | 0.35-0.5 |
| Fuel oil | 0.5-0.9 |
| Heavy hydrocarbons | 0.35-0.7 |
| Light hydrocarbons | 0.1-0.2 |
| Steam (clean) | 0.05-0.1 |
## Process Integration
- ME-012: Heat Exchanger Design and Rating
- ME-011: Thermal Management Design
## Input Schema
```json
{
"design_type": "sizing|rating",
"exchanger_type": "shell_tube|plate|air_cooled",
"hot_fluid": {
"name": "string",
"flow_rate": "number (kg/s)",
"inlet_temp": "number (C)",
"outlet_temp": "number (C, for sizing)"
},
"cold_fluid": {
"name": "string",
"flow_rate": "number (kg/s)",
"inlet_temp": "number (C)",
"outlet_temp": "number (C, for sizing)"
},
"pressure_constraints": {
"hot_side_max_dp": "number (kPa)",
"cold_side_max_dp": "number (kPa)"
},
"fouling_factors": {
"hot_side": "number (m2K/kW)",
"cold_side": "number (m2K/kW)"
}
}
```
## Output Schema
```json
{
"duty": "number (kW)",
"geometry": {
"type": "string (TEMA designation or plate type)",
"area": "number (m2)",
"shell_diameter": "number (mm)",
"tube_count": "number",
"tube_length": "number (m)"
},
"thermal": {
"LMTD": "number (C)",
"F_factor": "number",
"U_clean": "number (W/m2K)",
"U_dirty": "number (W/m2K)"
},
"hydraulic": {
"shell_side_dp": "number (kPa)",
"tube_side_dp": "number (kPa)"
},
"performance": {
"effectiveness": "number",
"NTU": "number"
}
}
```
## Best Practices
1. Always include fouling factors appropriate for the service
2. Verify pressure drop constraints are met on both sides
3. Check for vibration potential in shell-and-tube designs
4. Consider maintenance access in configuration selection
5. Apply TEMA tolerances for manufacturing variations
6. Use conservative correlations for preliminary sizing
## Integration Points
- Connects with CFD Analysis for detailed flow distribution
- Feeds into HVAC System Design for system integration
- Supports Thermal Analysis for component-level design
- Integrates with Process Design for plant-level optimization
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