• Class and Course

    Heat Transfer Equipment

    Participants in this course will be introduced to heat transfer equipment, which is a specialized device that assists in the transfer of heat from one fluid to other.  A heat exchanger is the most common heat transfer equiment used in the oil and gas production industry.  There are many different designs that will be introduced in this course.  In some cases, a solid wall may separate the fluids and prevent them from mixing.  In other designs, the fluids may be in direct contact with each other.  In the most efficient heat exchangers, the surface area of the wall between the fluids is maximized while simultaneously minimizing the fluid flow resistance.  All cases will be discussed in detail and participants will learn about the use of fins or corrugations and how they are sometimes used to increase the surface area and to induce turbulence.

    This course will provide participants with a good understanding of heat transfer equipment applications.  Oil and gas upstream and downstream processing places special demands on heat exchangers, such equipment must not only withstand corrosive media, two-phase mixtures, as well as extreme pressures and temperatures, but also be extremely compact.  The fluids may be single compounds or mixtures. Typical applications involve heating or cooling of a fluid stream of concern, evaporation, or condensation of a single or multicomponent fluid stream, and heat recovery or heat rejection from a system.

    In this course participants will learn about the types, construction, configuration, and operation of heat exchangers and hot oil systems found in the oil and gas industry. Participants will also gain an awareness of preventative maintenance, inspection, and repair of heat exchangers.

    Day 1

    Heat Theory, Thermal Properties, and Corrosion

    • Heat transfer theory and types of heat transfer
    • Thermal properties of materials
    • Causes and prevention of corrosion

    On day one, participants will gain an understanding of heat measurement and transfer enabling them to comprehend the safe operation and maintenance of the different types of industrial heat exchangers.  The thermal properties of materials used in heat transfer applications will be studied with respect to system integrity and corrosion issues.  Discussions will also involve a review of an investigative approach to causes of corrosion and its prevention associated with heat transfer equipment operation.

    Day 2

    Exchanger Types, Configurations, Operation, Inspection, and Maintenance

    • Types and TEMA designation
    • Destructive, non-destructive, and hydrostatic testing
    • Heat exchanger maintenance and repair

    The course will continue with a focus on understanding the types, configuration, and operation of various types of industrial heat exchangers including TEMA designation, as well as the configuration for different process applications.  Inspection and testing methodologies will be examined with respect to equipment reliability and integrity with emphases put on destructive and non-destructive testing and inspection procedures.  Participants will also obtain an awareness of modern maintenance, inspection, and repair methodologies.

    Day 3

    Hot Oil System: Types, Applications, and Safety

    • Types, components, and applications
    • Flow diagram and P&IDs
    • Process and employee safety concerns

    On day three, participants will gain an understanding of the configuration and operation of hot oil systems, while adhering to environmental compliance and reliability issues.  System operation will be reviewed with resect to the role of each component in the system and normal and emergency operating procedures.  Overview of best practices with respect to safety and environment associated with normal operation will be discussed.

    This course is mainly targeted to process technicians, process technologists, instrumentation personnel, and maintenance personnel. The course can also be applicable to employees working with equipment purchasing, procurement, storage, job planning as well as immediate supervisors to the working technicians.


    Participants should have some recent exposure to oil and gas facility terminology.

    Currently there are no scheduled classes for this course.

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