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Southwest Thermal Technology:
Installation: Enerquip
Installation Instructions:



There are two basic types of heat exchanger construction that these instructions apply to. They are the “U” tube TEMA type BEU and the straight tube TEMA types BEM and BEP.   Your heat exchanger type can be found on the Heat Exchanger Specification Sheet provided to you with your heat exchanger quote. Following these instructions can prevent premature loss of unit performance and failure.


1.         Provide sufficient clearance as follows:
            a.) BEU type units require clearance at the head of the unit to permit removal of the
       tube bundle from the shell.
            b.) BEM and BEP type units require 3 to 4 feet at the front and rear heads to permit
       removal of the heads, inspection and cleaning of the straight tubes.
            c.) For conformance to 3-A Sanitary Standards, the following is required:
1.) Horizontal sanitary heat exchangers shall be mounted with a minimum        clearance of 6” between the floor and the lowest part of the unit.
2.) Vertical heat exchangers shall be mounted with a minimum of 4” of clearance           between a wall or column and the outside of the heat exchanger.

2.         Provide valves and bypasses in the piping system so the heat exchanger may be        
            by-passed to permit removal (if applicable) for inspection, cleaning and repair.

3.         Provide thermometer wells and pressure gauge connections in all piping, locating    these close to the exchanger inlet and outlet.
4.         Provide air vent cocks in unit piping to allow purging of non-condensable gases.

5.         Foundations must be adequate so the exchanger will not settle and strain piping.

6.         If Enerquip has provided the mounting support feet, one foot support should be
            installed in a manner that will allow for thermal expansion. The bolting for this foot
      should only be torqued to approximately 1 to 5 ft./lbs.  If the customer is providing the
      supports, a thermal growth support design should be used. Please consult Enerquip
      Engineering for recommendations on customer provided unit support feet.

7.         Install the unit in a manner that will prevent the forcing of piping connections and
that will allow the proper draining of the unit. 

8.         Inspect all openings in the exchanger for foreign material. Do not expose the unit to the elements with it’s covers removed from nozzles since rain water may enter the
unit and cause severe damage if allowed to freeze.

9.         Be sure the entire system is clean before starting operation to prevent plugging tubes
            with any foreign matter.

10.        Gauge glasses should be installed in all vapor or gas environments to indicate
            potential flooding of these areas. These areas will flood if the condensate piping
            becomes clogged, the steam trap fails, or if the steam trap is inadequately sized.


1.         When placing a unit in operation, open the vent connections and start to circulate the
            cold medium only. Be sure the passages in the exchanger are filled with the cold
            fluid before closing the vents. The hot medium should then be introduced gradually
            until all passages are filled with liquid. In the case of steam, start the flow slowly
            while the cold medium comes up to temperature slowly.

2.         Start operation gradually. Do not admit hot medium into the unit suddenly when
empty or cold. Do not shock the unit with cold fluid when the unit is hot.

3.         If the unit is of the BEM straight tube type construction and is going to be subjected
to CIP (clean in place) or SIP (steam in place) cleaning, a procedure to heat both the tube and shell sides of the exchanger must be used to prevent thermal shocking.
            The objective of this procedure is to prevent a differential in thermal expansion          between the unit’s shell and tube sides. Such differential can create thermal stresses   that may easily cause unit failure. Consult Enerquip’s Engineering Department for
            recommendations for this procedure.

4.         In shutting down a unit, the flow of any hot medium should be shut off first. If, for any
            reason, it is necessary to stop circulation of a cooling medium, the circulation of any            hot medium should also be stopped by by-passing or other suitable means.

5.         Do not operate equipment under conditions in excess of those specified on the unit

6.         When shutting down a unit, drain all fluids to eliminate the possibility of freezing      and/or corrosion. To guard against water hammer, all condensate should be drained        from steam heaters and similar apparatuses at the time of start-up and shut-down.


1.         Provide means for frequent cleaning of heat exchangers as suggested below:
            a.)        Some commercial cleaning compounds may be used to remove sludge or coke if
           hot wash, oil or water washing does not give satisfactory results.
      b.)  If the above described method is ineffective for the removal of hard scale, a
            mechanical means of cleaning may be used.

2.         At regular intervals, inspect the interior and exterior condition of all tubes and keep
            them clean. Failure to keep all tubes clean may, in time, result in termination of flow
            through some tubes. Such termination of flow leads to tube leaks and rupture.

3.         Do not attempt to clean tubes by blowing steam through individual tubes. This will
            cause over stressing of these tubes and possible failure, especially in a TEMA type
            BEM unit constructed with straight tubes. TEMA type BEU bundles should be moved
            about on cradles or skids.

4.         Exchangers subjected to fouling should be cleaned periodically. A marked increase in
            pressure drop and/or reduction in thermal performance usually indicates that
cleaning is necessary. Frequent cleanings are recommended since the greater the
build up of scale, the more difficult it is to remove.

5.         In cleaning a tube bundle, tubes should not be hammered on with any metallic tool. 
            If it is necessary to use scrapers, care should be exercised that the scraper is not
            sharp enough to cut the metal of the tubes.

6.         When removing a tube bundle from an exchanger for inspection or cleaning, care
            should be exercised so that it is not damaged by improper handling. Tube bundles
            are often of great weight. Despite this, tubes are small and of relatively thin material.
            Once removed, tube bundles should be properly supported with cradles located
under baffles.

(install.doc; 13 January 2006)

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