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Preventive maintenance scheduleEquipmentShell-and-tube heat exchanger

Shell-and-tube heat exchanger / condenser Preventive Maintenance Schedule and Checklist

The shell-and-tube heat exchanger preventive maintenance schedule from our task library: 5 checks and jobs, from routine checks to the annual overhaul, with the time each one takes and what to look out for.

A shell-and-tube heat exchanger preventive maintenance schedule lists the checks and jobs done on the equipment at fixed intervals, how long each takes, and in what order of frequency, so problems are found before the shell-and-tube heat exchanger fails. This page gives the schedule used in the PlantOps360 task library for shell-and-tube heat exchanger (/ condenser), which follows common industry practice for general-purpose equipment. It is also searched for as shell and tube heat exchanger, STHE, heat exchanger, condenser.

The maker’s manual and your site safety procedures always come first where they differ. Intervals set by law differ by state.

Shell-and-tube heat exchanger preventive maintenance schedule and checklist

How oftenTaskEstimated time
WeeklyCheck inlet and outlet temperatures and pressure drop; check for leaks at flanges15 min
MonthlyCheck insulation, supports and vents; drain low points30 min
QuarterlyCheck performance by temperature approach; check expansion joints60 min
Half-yearlyCheck tube fouling indication; check sacrificial anodes (if fitted)120 min
AnnualOpen, inspect and clean tube bundle; pressure test; replace gaskets480 min

Shell-and-tube heat exchanger maintenance frequency and yearly workload

At the estimated times, one shell-and-tube heat exchanger needs about 35 hours of preventive maintenance a year. The biggest single job is “Open, inspect and clean tube bundle; pressure test; replace gaskets” at 480 minutes, done annual. Multiply by the number of units you have to see the workload for your plant.

FrequencyTasksTime per roundHours per year
Weekly115 min13.0 h
Monthly130 min6.0 h
Quarterly160 min4.0 h
Half-yearly1120 min4.0 h
Annual1480 min8.0 h

What goes wrong on a shell-and-tube heat exchanger without preventive maintenance

  • Tube fouling and scaling
  • Tube leaks
  • Gasket and flange leaks
  • Corrosion at the shell or tubesheet

What to watch between services

  • Pressure drop across each side
  • Outlet temperatures
  • Leak indications

Safety and statutory notes for shell-and-tube heat exchanger maintenance

Cleaning and tube testing need isolation and, for pressure equipment, the inspection rules that apply.

Where a shell-and-tube heat exchanger preventive maintenance schedule is used

This equipment is used in the industries below. Each link opens the preventive maintenance schedule guide for that industry, and the maintenance software page where we have one.

Browse the full list of equipment preventive maintenance schedules (317 types).

Run this shell-and-tube heat exchanger schedule in maintenance software

In preventive maintenance software, each row above becomes a recurring task on the asset with its checklist, time estimate and parts. Tasks can be triggered by calendar date, running hours, meter readings or production cycles, each completed task is recorded with the person and date, and a failed check can open a work order. For the method behind it, read the guide to the preventive maintenance schedule, or use the free generator to get a 12-month plan for your whole equipment list.

Build my preventive maintenance schedule (free Excel)

Frequently asked questions

How often should a shell-and-tube heat exchanger be serviced?

In our schedule a shell-and-tube heat exchanger has 5 tasks: 1 weekly, 1 monthly, 1 quarterly, 1 half-yearly, 1 annual. The biggest job is “Open, inspect and clean tube bundle; pressure test; replace gaskets”, which is done annual. Always follow the maker’s manual where it gives a different interval.

What is included in shell-and-tube heat exchanger preventive maintenance?

It covers routine checks and jobs such as “Check inlet and outlet temperatures and pressure drop; check for leaks at flanges”, “Check insulation, supports and vents; drain low points”, “Check performance by temperature approach; check expansion joints”, up to the annual overhaul or inspection. The full list with times is in the table above.

How many hours of maintenance does a shell-and-tube heat exchanger need per year?

About 35 hours per unit per year at the estimated times in our library, including all scheduled rounds. Use it to plan workload, not as a benchmark.

Is there a free shell-and-tube heat exchanger maintenance checklist?

Yes. The table on this page is a ready checklist. The free preventive maintenance schedule generator turns it into a 12-month Excel schedule for your list of equipment, with monthly workload hours.

Ready to run this schedule in software?

See how PlantOps360 turns these tasks into work orders and records.

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