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Addendum 1 - Shell and Tube Heat Exchanger Installation and Service Recommendations
Installation:
The satisfactory use of this heat exchanger equipment is dependent upon precautions which must be taken at the
time of the installation.
1. Connect and circulate the hot fluid in the shell side (over small tubes) and the cooling water in the tube side
(inside the small tubes). Note piping diagrams.
2. If an automatic water regulating valve is used, place it on the INLET connection of the cooler. Arrange the
water outlet piping so that the exchanger remains flooded with water, but at little or no pressure. The temperature
probe is placed in the hydraulic reservoir to sense a system temperature rise. Write the factory for water
regulating valve recommendations.
3. There are normally no restrictions as to how this cooler may be mounted. The only limitation regarding the
mounting of this equipment is the possibility of having to drain either the water or the oil chambers after the
cooler has been installed. Both fluid drain plugs should be located on the bottom of the cooler to accomplish the
draining of the fluids. Drains are on most models.
4. It is possible to protect your cooler from high flow and pressure surges of hot fluid by installing a fast-acting
relief valve in the inlet line to the cooler.
5. It is recommended that water strainers be installed ahead of this cooler when the source of cooling water is
from other than a municipal water supply. Dirt and debris can plug the water passages very quickly, rendering the
cooler ineffective. Write the factory for water strainer recommendation.
6. Fixed bundle heat exchangers are generally not recommended for steam service. For steam applications, a
floating bundle exchanger is required. Note: When installing floating bundle unit, secure one end firmly and
opposite end loosely to allow bundle to expand and contract. Consult factory for selection assistance.
7. Piping must be properly supported to prevent excess strain on the heat exchanger ports. If excessive vibration
is present, the use of shock absorbing mounts and flexible connectors is recommended.
Addendum 1 - Shell and Tube Heat Exchanger Installation and Service Recommendations
Service:
Each heat exchanger has been cleaned at the factory and should not require further treatment. It may be well to
inspect the unit to be sure that dirt or foreign matter has not entered the unit during shipment. The heat exchanger
should be mounted firmly in place with pipe connections tight.
CAUTION!
If sealant tape is used on pipe threads, the degree of resistance between mating parts is less, and there is a greater
chance for cracking the heat exchanger castings. Do not over tighten. When storing the unit, be sure to keep the
oil and water ports sealed. If storage continues into cold winter months, the water chamber must be drained to
prevent damage by freezing.
Performance information should be noted and recorded on newly installed units so that any reduction in
effectiveness can be detected. Any loss in efficiency can normally be traced to an accumulation of oil sludge, or
water scale.
Added 09/2010
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