Inspectors, Energy management teams, Operations engineers
Technical Services & Equipment Specialists
Participants can be from a diverse spectrum of both young and experienced engineers. The training can also be structured to address specific issues faced by a particular refinery / operating unit.
Understand heat exchanger fouling mechanisms, prevention, cleaning, design, monitoring, and energy efficiency effects, enabling improved optimization and troubleshooting:
Cleaning Technologies – High-pressure water jetting, ultrasonic cleaning, chemical cleaning
Cleaning Validation/benefit techniques
Optimize Energy Efficiency & Cost Savings – Impact of fouling on fuel consumption, CO₂ emissions, and plant performance
Predictive Maintenance – How to monitor fouling in real time
Troubleshoot & Solve Common Fouling Challenges – Diagnose root causes, implement best practices
Day 1
Fouling Related Basics of Shell-and-Tube Design and Operation
Shell & Tube Heat Exchanger Types – TEMA classifications, flow patterns, introduction to how heat exchangers foul
Key Design Factors Influencing Fouling Tendencies
Design Trade-offs Between Cost, Heat Transfer Efficiency, and Fouling
Common Operating Conditions and Maintenance Challenges
How Heat Exchangers Foul
What is Fouling? Definition and Root Causes
Fouling Mechanisms: Single phase, Boiling, Condensing
Factors critical to fouling – Velocity, temperature, surface characteristics
Chemistry of Fouling – Deposit Analysis, How to identify the mechanism
Impact of Fouling on Heat Transfer, Pressure Drop, and Process
Fouling Mitigation Strategies and Performance Optimization
Heat Exchanger Design Strategies to Minimize Fouling Risk
Operational Practices to Minimize Fouling Formation
Retrofitting Existing Heat Exchangers to Mitigate Fouling
Use of Anti-Fouling Coatings
Examples of Successful Fouling Mitigation Projects
Cost vs. Benefit Analysis – Balancing cleaning costs with energy
Savings and performance gains
Day 2
Cleaning Techniques – Effectiveness and Optimization
Overview of Mechanical and Chemical Cleaning Techniques
High-Pressure Water Jetting (parameters and best practices)
Chemical Cleaning (acid, solvent, neutralizing rinses)
Ultrasonic Cleaning
Cleaning Validation
Thermal performance recovery tracking
Cleaning Effectiveness for Different techniques
Consequences of Incomplete Cleaning
Energy Efficiency, Emissions & Cost Impacts
Understanding the Energy Penalty of Fouling
Quantifying the Impact of Fouling on: Fuel Consumption/emissions
Building the Business Case for Proactive Fouling Control and Cleaning
Economic Payback Analysis – Cleaning costs vs energy savings
Sample Calculation – Impact of Fouling on Energy Costs/Emissions
Monitoring and Predictive Maintenance
Traditional Monitoring – Manual logs, inspections, spreadsheets
Real-Time Monitoring – Using Temperature, Flow, and Pressure
Heat Duty and Fouling Resistance Trend Analysis
Predictive Maintenance for Heat Exchangers: Principles, Automated
Cleaning Interval Optimization
Introduction to Predictive Analytics Platforms
Software – Required capabilities, brief intro to available products
Group Discussion – Case Studies, Lessons Learned
Case Studies – Fouling Diagnosis and Root Cause Investigations,
Application of New Cleaning Technologies, Impact of Optimized
Cleaning Cycles on Plant Profitability and Reliability
Lessons Learned from Major Turnaround and Cleaning Failures
Participant Sharing of Specific Fouling & Cleaning Challenges at Their Facilities
Day 3
Resolution of Current Critical Fouling Problems
Develop specific action plans for current critical fouling problems
Participants will bring background information as much as possible – history, operating data, heat exchanger drawings, past analysis, process information, economic penalties of fouling, timing for problem resolution
Using the techniques from the workshop we will develop a path forward to understand the cause of the problem, decide on the options for mitigation, and make an estimate of the benefit/cost of each potential option
Delivery Options & Upcoming Dates
In-House / On-Site Training
Tailored to Your Team
This course can be tailored and delivered at your own facility — adapted to your specific units, equipment, and team experience level. We come to you, wherever you are in the world.
All content can be customised for awareness, intermediate, or experienced staff. Post-course consultancy and help-desk support is also available.