Shell and Tube Heat Exchanger Specification Sheet

June 1999
Process Industry Practices

Vessels
PIP VEDST003
Shell and Tube Heat Exchanger Specification Sheet
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence over
this Practice. Determinations concerning fitness for purpose and particular matters or
application of the Practice to particular project or engineering situations should not be
made solely on information contained in these materials. The use of trade names from
time to time should not be viewed as an expression of preference but rather recognized
as normal usage in the trade. Other brands having the same specifications are equally
correct and may be substituted for those named. All practices or guidelines are intended
to be consistent with applicable laws and regulations including OSHA requirements. To
the extent these practices or guidelines should conflict with OSHA or other applicable
laws or regulations, such laws or regulations must be followed. Consult an appropriate
professional before applying or acting on any material contained in or suggested by the
Practice.
©Process Industry Practices (PIP), Construction Industry Institute, The

University of Texas at Austin, 3208 Red River Street, Suite 300, Austin,
Texas 78705. PIP member companies may copy this practice for their internal
use.
Not printed with State funds

June 1999
Process Industry Practices

Vessels
PIP VEDST003
Shell and Tube Heat Exchanger Specification Sheet
Table of Contents
1. Introduction ..................................2 Appendix A
1.1 Purpose ..............................................2 Data Format and Description
1.2 Scope .................................................2
Appendix B
2. References....................................2 Sample Specification Sheet (Page 1)
3. Use of This PIP .............................2 Shell and Tube Heat Exchanger

3.1 Shell and Tube Heat Exchanger Specification Sheet
Specification Sheet.............................2
3.2 Entering Text and Data .......................2
4. Specification Sheet and

Description ...................................3
4.1 Data Description .................................3
4.2 Specification Sheet .............................3
Process Industry Practices Page 1 of 3

PIP VEDST003
Shell and Tube Heat Exchanger Specification Sheet June 1999
1. Introduction
1.1 Purpose
The purpose of this Practice is to provide instruction and/or direction to designers for
preparation of the Shell and Tube Heat Exchanger Specification Sheet (hereafter
referred to as the Specification Sheet). The Specification Sheet, prepared in
conjunction with PIP VECV1001 and PIP VESV1002 completes a specification
suitable for obtaining comprehensive bids and subsequent purchase of shell and tube
heat exchangers. Note that PIP VEDV1003, Vessel Drawing/Data Sheet and
Instructions, does not apply to shell and tube heat exchangers.
1.2 Scope
This Practice identifies information to be placed on the PIP Shell and Tube Heat
Exchanger Specification Sheet.
2. References
Applicable requirements in the latest edition (or the edition indicated) of the following industry
standards and references shall be considered an integral part of this Practice. Short titles will
be used herein when appropriate.
Process Industry Practices (PIP)
– PIP VECV1001 - Vessel/S&T Heat Exchanger Design Criteria

ASME Code Section VIII, Divisions 1 and 2
– PIP VEDV1003 - Vessel Drawing/Data Sheet and Instructions
– PIP VESV1002 - Vessel/S&T Heat Exchanger Fabrication Specification
ASME Code Section VIII, Divisions 1 and 2
3. Use of this Practice
3.1 Shell and Tube Heat Exchanger Specification Sheet

The Specification Sheet is an element of a complete shell and tube heat exchanger
specification. This form provides preprinted line items to be completed by the designer
and/or fabricator. Some sections of this form are optional and will not apply to some
designs or may be omitted when agreed with the User to comply with the preparer’s
established work process.
3.2 Entering Text and Data

Each numbered line of the Specification Sheet should be properly filled in or marked
with “NA” to indicate that the information is not applicable. It is suggested that lines
be left blank if the information is not known at the time. Lines not completed indicate
the form is not complete and should be filled in by the designer or manufacturer.
Page 2 of 3 Process Industry Practices

PIP VEDST003
June 1999 Shell and Tube Heat Exchanger Specification Sheet
Additional information that may be required, but does not have a preprinted
description line, should be added in the Remarks area of the Specification Sheet.
4. Specification Sheet and Description
4.1 Data Description

Appendix A provides guidance for completion of information on Page 1 of the
Specification Sheet.
4.2 Specification Sheet

Appendix B provides a hardcopy of each page that may be required to define the shell
and tube heat exchanger. Optional information may be:
• Performance of One Unit (Page 1): This may be optional when the User or
Process Licensor considers this information proprietary.
• Connection Schedule (Page 2), Materials of Construction (Page 2), Gaskets
(Page 2): Used when the Designer/User requires such level of detail to define
materials for individual components. These sections may not be necessary if the
information is defined sufficiently on Page 1.
• Thermal Expansion Design Exchanger Design Information (Page 2): This is
required only for exchangers such as fixed tubesheet or single pass floating head
type exchangers where thermal expansion must be considered for the mechanical
design.
• Additional Remarks, Sketches, Etc. (Page 3): Used for additional remarks when
sufficient space is not available on Page 1. Also used for schematic sketches to
illustrate required features of the design and tube layouts when necessary to
provide this information to the Manufacturer.
• Pages 4 and 5: One or both pages may be necessary when boiling and/or
condensing fluids with ranges of physical properties occur.
Process Industry Practices Page3 of 3

Appendix A
Data Format and Description

PIP VEDST003
PIP Shell and Tube Heat Exchanger

Specification Sheet
APPENDIX A
Line Data No. Specification Sheet Description Data Data Units Typical
No. On Line Input Item Width Type Comments
1 1 Client Client or end user name 40 C

1 2 Location Installation site location 40 C
2 1 Process Unit Process or operating facility name 40 C
2 2 Item No. Equipment identification number or tag 20 C
2 3 Document No. Document number 20 C
3 1 Job No. Project identification number 20 C
3 2 Fabricator Manufacturer or fabricator name 40 C
4 1 Service of Unit Service description 50 C
4 2 No. of Units Total number of service units 2 I
5 1 Size Size expressed as "shell diameter - tube length". For 20 N in-in,
Kettle type this would be expressed as “bundle dia./kettle mm-mm
dia. - tube length”
5 2 TEMA Type TEMA type designation 20 C
(Hor/Ver)
5 3 Connected in Parallel Number of shells connected in parallel per unit 2 I
5 4 Series Number of shells connected in series per unit 2 I
6 1 Surface/Unit (Eff.) Effective surface area per unit; finned effective surface 12 N ft², m²
when finned tubes are specified
6 2 Shells/Unit Number of shells per unit 2 I
6 3 Surface/Shell (Eff.) Effective surface per shell 12 N ft², m²
9 1,2 Fluid Name Shell side and tube side fluid name 30 C
10 1,2 Fluid Quantity, Total Total shell side and tube side mass flow 14 N lb/hr,
kg/hr
Page A-2 Process Industry Practices

PIP VEDST003

Specification Sheet
APPENDIX A
11 1,2,3,4, Vapor (MW) Shell side inlet and outlet vapor mass flow (except steam) 14,7 N,N lb/hr,
5,6,7,8 followed by molecular weight in “( )”, kg/hr
Tube side inlet and outlet vapor mass flow (except steam)
followed by molecular weight in “( )”
12 1,2,3,4 Liquid Shell side inlet and outlet liquid mass flow (except water), 14 N lb/hr,
Tube side inlet and outlet liquid mass flow (except water) kg/hr
13 1,2,3,4 Steam Shell side inlet and outlet steam mass flow, 14 N lb/hr,
Tube side inlet and outlet steam mass flow kg/hr
14 1,2,3,4 Water Shell side inlet and outlet water mass flow, 14 N lb/hr,
Tube side inlet and outlet water mass flow kg/hr
15 1,2,3,4, Noncondensable Shell side inlet and outlet noncondensable mass flow 14,7 N,N lb/hr,
5,6,7,8 (MW) followed by the molecular weight in “( )”, kg/hr
Tube side inlet and outlet noncondensable mass flow
followed by the molecular weight in “( )”
16 1,2,3,4 Temperature Shell side inlet and outlet fluid temperature, 10 N °F,°C
Tube side inlet and outlet fluid temperature
17 1,2,3,4, Density Shell side inlet and outlet fluid density for vapor and/or 10 N lb/ft3,
5,6,7,8 (Vapor/Liquid) liquid if present,
kg/m3
Tube side inlet and outlet fluid density for vapor and/or
liquid if present
18 1,2,3,4, Viscosity Shell side inlet and outlet fluid viscosity for vapor and/or 10 N cP
5,6,7,8 (Vapor/Liquid) liquid if present,
Tube side inlet and outlet fluid viscosity for vapor and/or
liquid if present
Process Industry Practices Page A-3

PIP VEDST003

Specification Sheet
APPENDIX A
19 1,2,3,4, Specific Heat Shell side inlet and outlet fluid specific heat for vapor 10 N Btu/lb-°F,
5,6,7,8 (Vapor/Liquid) and/or liquid if present, kJ/kg-°C,
Tube side inlet and outlet fluid specific heat for vapor kcal/kg-°C
and/or liquid if present
20 1,2,3,4, Thermal Conductivity Shell side inlet and outlet fluid thermal conductivity for 10 N Btu/hr-ft-°F,
5,6,7,8 (Vapor/Liquid) vapor and/or liquid if present, W/m-°C,
Tube side inlet and outlet fluid thermal conductivity for kcal/m-hr-°C
vapor and/or liquid if present
21 1,2,3,4 Latent Heat Shell side fluid latent heat of vaporization at the stated 10 N Btu/lb, kJ/kg,
temperature when boiling/condensing conditions are kcal/kg
present,
Tube side fluid latent heat of vaporization at the stated
temperature when boiling/condensing conditions are
present
22 1,2 Inlet Pressure Shell side fluid pressure at the inlet nozzle, 10 N psig, bar g,
Tube side fluid pressure at the inlet nozzle kg/cm²g
23 1,2 Velocity Shell side and tube side fluid average velocity. Velocity is 7 N ft/s, m/s
based on nominal crossflow area and average fluid
conditions.
24 1,2,3,4 Pressure Drop Shell side and tube side allowable and/or calculated 5 N psi, bar,
(Allowable/ pressure drop through the exchanger including nozzles kg/cm²
Calculated) and static head when present
25 1,2 Fouling Resistance Shell side and tube side design value for resistance to 10 N hr-ft²-°F/Btu,
heat transfer due to fouling. Value is based on the surface m²-°C/W,
with which the fluid is in contact. hr-m²-°C/kca
l

PIP VEDST003

Specification Sheet
APPENDIX A
26 1,2 Avg. Film Coefficient Average heat transfer coefficient between the shell side 6 N Btu/hr-ft²-°F,
and tube side fluid and the tube. Value is based on the W/m²-°C,
surface with which the fluid is in contact. kcal/hr-m²-°
C
27 1 Heat Exchanged Total energy exchanged between the shell side and tube 12 N Btu/hr, MW,
side fluids kcal/hr
27 2 MTD Logarithmic mean temperature difference corrected for 7 N °F,°C
(Corrected/Weighted) the exchanger pass arrangement and weighted according
to the heat release curve
28 1,2,3 Transfer Rate Overall heat transfer coefficient required for the duty, 7 N Btu/hr-ft²-°F,
(Required/Fouled/ surface area, and MTD and actual values under fouled W/m²-°C,
Clean) and clean conditions kcal/hr-m²-°
C
29 1,2,3 rV² Momentum fluxes in the inlet nozzle, at the entrance to 5 N lb/ft-sec²,
Inlet Nozzle the bundle, and at the exit of the bundle kg/m-sec²
Bundle Entrance
Bundle Exit
31 1 Tube No. Number of tubes per shell; for the case of “U” tube type 5 I
exchangers, the Tube No. shall be stated as the number
of “U” tubes
31 2 OD Outer diameter of the tubes 5 N in, mm
32 1,2 Thickness (Min/Avg) Tube wall thickness and whether the minimum or average 7 N in, mm,
value is specified BWG
33 1 Pitch Distance from tube centerline to tube centerline 5 N in, mm
33 2 Flow Angle Angle at which the flow meets the tube bundle

PIP VEDST003

Specification Sheet
APPENDIX A
33 3,4 Inlet Shell side and tube side Inlet Nozzle Number, Size, and 30 C
Rating
34 1 Length Overall tube length from end to end required for the 6 N ft, mm
exchanger type selected; for the case of “U” tube type
exchangers, the tube length shall be from the tube end to
the tangent line where the tube bend begins
34 2 Type Type of tube 20 C Straight,
U-tube,
Bare,
Finned
34 3,4 Outlet Shell side and tube side Outlet Nozzle Number, Size, and 30 C
Rating
35 1 Tube-Tubesheet Type of tube-to-tubesheet joint 45 C Rolled,
Joint Expanded,
Hydraulic
expanded,
Seal
Welded
Strength
Welded
35 2,3 Intermediate Shell side and tube side Intermediate Nozzle Number, 30 C
Size, and Rating
36 1,2 Shell Diameter Shell diameter and whether the inner or outer diameter is 4 N in, mm ID for rolled
(ID/OD) specified shells.
NPS for
pipe shells.

PIP VEDST003

Specification Sheet
APPENDIX A
36 3,4 Vent Shell side and tube side vent nozzle number, size, and 30 C
rating
37 1 Cross Baffle Type Type of baffling 16 C Segmental,
Double
Segmental,
Triple
Segmental,
NTIW, Disk
and Donut
37 2,3 Drain Shell side and tube side drain nozzle number, size, and 30 C
rating
38 1 Spacing: c/c Distance from centerline to centerline of adjacent baffles 6 N in, mm
38 2 Inlet Distance from the tubesheet nearest the shell inlet to the 6 N in, mm
first baffle
39 1,2 %Cut (Dia./Area) Percentage of the shell ID or inside cross-sectional area 4 N %
out of which the baffle is cut
40 1 Tube Support Type of supports for the tube bundle 40 C Full support
@ U-bend
40 2,3 Design Pressure Design pressure for mechanical design; when required 20 C 150/FV
“FV” (full vacuum) shall also be specified at a specified @200°F
temperature
41 1 Long Baffle Seal Type of seal for the longitudinal baffle 20 C Welded,
Type leaf,
packed,
tongue and
groove

PIP VEDST003

Specification Sheet
APPENDIX A
41 2,3,4,5 Design Temp. Maximum Design Temperature and Minimum Design 10 N °F,°C
(Max/MDMT) Metal Temperature for mechanical design
42 1 By-Pass Seal Type Dummy tubes, seal strips, rods 20 C
42 2,3 No. of Passes per 1 for “E” shells, 2 for “F” type, Kettle, Divided, Split, Cross: 10 C
Shell for tube side specify the number of passes, i.e.: 1,2,3,...
43 1 Impingement Type of impingement protection 20 C Impact
Protection plate,impac
t rods
43 2,3 Corrosion Allowance Corrosion allowance for design of the pressure 10 C
components of the shell side and tube side channels
45 1 Tubes Materials of construction for the tubes 20 C
46 1 Shell Materials of construction for the shell 20 C
46 2 Shell Side Materials of construction for the shell side gaskets 40 C
47 1 Shell Cover Materials of construction for the shell cover 20 C
47 2 Tube Side Materials of construction for the tube side gaskets 40 C
48 1 Channel or Bonnet Materials of construction for the channel or bonnet 20 C
48 2 Floating Head Materials of construction for the floating head gaskets 40 C
49 1 Channel Cover Materials of construction for the channel cover 20 C
49 2 Spare Sets Req’d. Number of spare sets of gaskets required or “See 25 C
Purchasing Documents”
50 1 Floating Heat Materials of construction for the floating head’s cover and 20 C
Cover/Bolts bolting components

PIP VEDST003

Specification Sheet
APPENDIX A
50 2 Test Ring Req’d. Whether or not a test ring is required for the exchanger 3 C Y,N
(Y/N) bundle
51 1 Tubesheets Materials of construction for the tubesheets 20 C
51 2 Insulation: Shell Shell insulation material and thickness 20 C
52 1 Baffles & Support Materials of construction for the baffles and support plates 20 C
Plates
52 2,3 Channel Inlet/Exit Insulation material and thickness for the inlet and outlet 20 C
channels
53 1 Expansion Joint Type Type of expansion joint, if required 20 C Bellows,
Flued,
Flanged
and Flued
53 2 Expansion Joint Materials of construction for the expansion joint 20 C
Material
54 1 Code Requirements Applicable Codes which must be applied to the design of 36 C ASME Sect.
the heat exchanger VIII D1,
Sect. I,
Lethal, etc.
54 2 Calc. MAWP (Y/N) Whether or not the maximum allowable working pressure 1 C Y,N
must be calculated
54 3 TEMA Class The TEMA Class specifying the requirements for the 1 C R,C,B
design of the heat exchanger
55,56, 1 REMARKS: Further remarks, comments, and notes about the heat 1000 C
57,58 exchanger

PIP VEDST003

Specification Sheet
APPENDIX A
59 1,2 Originator/Check: Initials of the originator and checker of the heat exchanger 3 C
design
59 3 Approved: Initials of the approver of the final heat exchanger design 3 C
59 4 Issue Date Date of issue of the heat exchanger design 9 D
59 5 Issue No. Issue/revision number of the heat exchanger design. 3 C

Appendix B
Sample Specification Sheet (Page 1)

Shell and Tube Heat Exchanger Specification Sheet

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June 1999

Process Industry Practices

©Process Industry Practices (PIP), Construction Industry Institute, The

Not printed with State funds

Process Industry Practices

3. Use of This PIP .............................2 Shell and Tube Heat Exchanger

4. Specification Sheet and

Process Industry Practices Page 1 of 3

Process Industry Practices (PIP)

– PIP VECV1001 - Vessel/S&T Heat Exchanger Design Criteria

3. Use of this Practice

3.1 Shell and Tube Heat Exchanger Specification Sheet

3.2 Entering Text and Data

Page 2 of 3 Process Industry Practices

4. Specification Sheet and Description

4.1 Data Description

4.2 Specification Sheet

Process Industry Practices Page3 of 3

Data Format and Description

PIP Shell and Tube Heat Exchanger

1 1 Client Client or end user name 40 C

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Sample Specification Sheet (Page 1)

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