UPGR KNOWLEDGE · HVAC

Plate heat exchangers

A plate heat exchanger transfers heat between two fluids through thin metal plates while keeping the fluid paths separate. Its construction determines the materials, operating limits and access for cleaning.

Five assembled plate heat exchanger designs, from left to right: gasketed, brazed, semi-welded, welded block and spiral. Framed units have open metal connections and external tightening rods; the spiral unit has a cylindrical casing.

Main plate heat exchanger designs · from left to right

  1. Gasketed
  2. Brazed
  3. Semi-welded
  4. Welded
  5. Spiral

Illustration of typical designs at illustrative relative sizes. Gasketed and semi-welded units can share a similar frame; the plate joints inside differ.

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Operating principle and designs

Operating principle

The fluids enter their assigned ports and flow through separate channels on opposite sides of the plates. Heat passes through the metal; the fluids remain separated in normal operation. Plate orientation and the sealing or joining arrangement establish the circuit paths.

Counter-current flow is common, but the actual flow arrangement and number of passes depend on the design and calculation. Gasketed frames open for plate access; permanently joined packs require another service approach.

The duties covered here are liquid-to-liquid heat exchange and evaporation or condensation in suitable plate designs. Air-to-air plate recuperators and plate-fin exchangers use different constructions and selection criteria.

Two circuits. Heat through a wall.

Realistic cutaway of two neighboring corrugated-plate channels. The hot fluid is above the shared metal wall and the cold fluid below it.
Hot stream →← Cold stream↓ Heat through the shared plate

Two neighboring channels share one thin corrugated wall. The fluids flow on opposite sides without mixing in normal operation.

Illustrative section of a counterflow plate pack, not to scale. Only two neighboring channels are shown; flow paths and corrugations depend on the design.

Comparison of plate heat exchanger designs

Compare the plate joints, access for cleaning and selection requirements. Welded units include both plate-pack and spiral designs.

Compare constructions
ConstructionHow channels are sealedAccess and cleaningWhat to check first
Gasketed
Illustrative section through corrugated steel plates with compressed perimeter gaskets.
A gasket seals the channel between adjacent plates.
Gaskets between platesThe pack opens for inspection and mechanical cleaning; cleaning without opening (CIP) is also possible.Plate and gasket grades, opening space, assembly dimension.
Brazed
Illustrative section through a plate pack with copper-brazed contact points and edges.
Section through a brazed pack: an example using copper braze.
Permanent brazed jointsThe pack does not open. Confirm an approved cleaning process.Filler metal, fluids and exact assembled configuration.
Semi-welded
Illustrative section showing welded plate pairs and gaskets between cassettes.
Each welded plate pair forms a cassette; gaskets seal the gaps between cassettes.
Welded cassettes and gasketsAccess differs between the welded and gasketed channels.Which fluid enters each channel, including port seals.
Welded
Illustrative section through an all-steel welded plate core without elastomeric seals between plates.
Welded seams close the plate channels in the core.
Welded plate channelsBlock and plate-and-shell designs have different service access.Core/enclosure construction and manufacturer cleaning instructions.
Spiral
Illustrative transverse section of two interleaved rolled sheets forming spiral channels.
Section through a spiral core: two wound sheets.
Wound sheets forming two channels; typically weldedCover access and flow arrangement depend on the design.Solids, viscosity, fouling and channel geometry.

Realistic sectional illustrations of construction details. Plate count, corrugations and joint locations are illustrative.

Gasketed

A compressed pack of plates and replaceable gaskets sits in a frame. Opening the pack gives access to the heat-transfer surfaces for inspection and cleaning.

Brazed

The plates are permanently joined into a compact pack. It cannot be opened like a gasketed frame; service and replacement decisions depend on the fluid, fouling and joining material.

Semi-welded

Pairs of plates form welded cassettes, with gasketed channels between them. This combines a welded side with access to the gasketed side; it is not the same as a fully gasketed or fully welded unit.

Welded

Welding joins the plate channels. Plate-and-shell and welded block units use different assemblies, covers and flow arrangements, so their service access and ratings must be checked separately.

Spiral

Two metal sheets are wound to form two separate spiral channels. Spiral heat exchangers belong to the broader plate heat exchanger family; their channel geometry differs from a conventional corrugated plate pack.

Components

What a plate heat exchanger consists of

The detailed component list below describes a gasketed plate-and-frame heat exchanger, shown on the left in the main image. Plates and gaskets form the working pack; the frame supports and compresses it. Rollers, liners and some support elements depend on the frame execution. Brazed, semi-welded, welded and spiral designs have their own component lists.

  1. Heat-transfer plate

    A profiled metal sheet separates the fluids and transfers heat. Its corrugations, distribution area, port openings and gasket groove form one part.

  2. End and pass-divider plates

    The first, last and any pass-divider plates complete the specified flow arrangement. Their openings and gasket layout may differ from an ordinary channel plate.

  3. Plate gasket

    The shaped elastomer gasket seals the plate perimeter and separates flow paths around the ports. Its profile follows the plate groove.

  4. Port and end-position seals

    Separate ring seals or a special end gasket may be used at particular positions. The sealing arrangement is defined by the plate-pack drawing.

  5. Fixed frame plate

    The stationary end of the frame carries the fixed side of the compressed pack and the bar attachments. Connections are often located on this plate.

  6. Movable pressure plate

    The movable frame plate closes the pack against the fixed plate. It moves away from the pack to provide service access.

  7. Upper carrying bar

    Supports the suspended plates and, in the relevant frame design, the pressure plate. Plates move along it when the pack is opened.

  8. Lower guiding bar

    Locates the lower edges of the plates and helps keep the pack aligned. In the relevant design it also guides the pressure plate.

  9. Rear support column

    Supports the free ends of the frame bars in a column-type frame. Compact frames can use a different supporting arrangement.

  10. Pressure-plate roller and suspension

    Where fitted, a roller or carriage helps the heavy pressure plate travel along the carrying bar. Its position and construction vary by frame.

  11. Tie bolts or tie rods

    Apply the clamping force that compresses the plate pack between the fixed and movable plates. Their layout belongs to the frame design.

  12. Nuts, washers and bearing boxes

    Nuts and washers transfer the tightening load. Some frames include bearing boxes or other friction-reducing hardware.

  13. Nozzles and flange connections

    Connect the heat exchanger to external piping. They feed the internal port passages; a pipe connection and an opening in a thin plate are different elements.

  14. Connection liners and flange seals

    A connection can have a metal or elastomer liner. Separate flange seals may also be fitted; their presence depends on the connection design.

  15. Support feet and anchoring brackets

    Transfer the frame load to its foundation and provide the specified fixing points. Their arrangement depends on the frame.

Heat-transfer plates

The plate is the basic heat-transfer part. The assembled pack contains the specified number, sequence and combination of plates. A channel is the passage formed between neighbouring plates; it is not an additional replaceable part.

A corrugated metal heat-transfer plate on the left and a separate black elastomer gasket on the right; illustrative configuration.
Plate

The corrugated metal surface transfers heat between the fluids.

Corrugations and distribution area
Gasket

The elastomer seal closes the channel boundaries and separates the fluid paths. In this example, the two rings on the right isolate two ports from the channel; the other two ports lie within the main field boundary.

Gaskets and seals

Illustration of the parts. Corrugations, gasket shape and port layout depend on the design.

Corrugations and distribution area

The profile affects flow distribution, heat transfer and hydraulic resistance. Plate patterns are selected together with the duty and pressure-drop limit.

Ports and flow arrangement

Open and closed ports, orientation and pass-divider positions define the circuit arrangement. The pack must follow its plate-hanging list.

Gasket groove and hanging points

The gasket must fit the groove, while the hanging features must fit the frame. These interfaces matter even when two plates look similar.

Channel, end and special plates

Replacement must account for the position and function of the plate, its alloy and thickness, not only its length and width.

Gaskets and seals

Plate gaskets seal the channel boundaries and separate the paths of the two fluids. The equipment can also contain end-position seals, port rings and connection seals. These must be identified separately.

Profile and position

A perimeter gasket and a separate port ring have different geometry and positions in the pack. Use the plate code and sealing diagram to identify them.

Attachment method

Mechanical clips, hanging tabs and bonded systems require matching grooves and fitting procedures. Attachment method does not define chemical compatibility.

Elastomer grade

Select the actual gasket compound for the fluids, concentrations, operating temperatures and cleaning media. Material-family names alone are insufficient.

Frame plates and supports

The fixed frame plate and the movable pressure plate receive the plate-pack tightening force. Support feet connect the frame to its base. These structural plates are distinct from the thin heat-transfer plates inside the pack.

Carrying bar and guiding system

The upper carrying bar supports the suspended plates. The lower guiding bar keeps their lower edges aligned. A rear column supports the bars where the frame uses this arrangement. A roller or carriage can assist pressure-plate movement.

During opening, the pressure plate moves away and the plates are spread along the carrying bar. Bar length, free travel and the method of removing plates are service requirements. The manufacturer’s procedure determines whether any bar section is removed.

Plate-pack tightening hardware

Tie bolts or tie rods, nuts and washers apply and transfer the pack compression force. Some frames use bearing boxes. The tightening system is separate from the bolts or studs that attach the external pipe flanges.

The final compressed pack dimension, often designated A, comes from the documentation for the actual plate count and execution. Neither the bolt count, a tightening torque nor a single pack dimension is universal for all heat exchangers.

Nozzles and connection seals

Connections join the external piping to the internal port passages. Depending on the execution, they include nozzles or flanged ports, studs, liners and flange seals. Their material and pressure rating must match the equipment specification.

Protective covers and accessories

Protective sheets, insulation and port filters are specified separately when the design provides for them. They have different functions: shielding, reducing heat exchange with the surroundings, or intercepting particles. They do not replace the core plates, gaskets or supporting frame.

Materials and fluids

Plate and joining materials

Plate material, brazing alloy and gasket compound are selected separately for the fluids, temperatures and cleaning method. State the exact grades and compatible seals in the equipment specification.

Water service

Water-to-water duties include heating, hot-water preparation and cooling. Water composition, fouling tendency and the temperatures and flows on both sides determine the selection.

Glycol service

For water-glycol circuits, identify the glycol type, concentration and concentration basis. The actual mixture is required for thermal and hydraulic calculations.

Refrigerant service

For a refrigerant duty, identify the refrigerant, phase states and operating and design conditions on both sides. The refrigerant name alone does not determine whether a brazed, semi-welded or another verified design is suitable. Materials and pressure limits belong to the specific execution.

Applications

For heating and district heating substations

In a heat substation, distinguish the heating circuit from domestic hot water. Record the network and building temperature schedules, required load and available pressure drop on each side. A single building load does not describe both duties.

For domestic hot water

Record incoming cold-water and required hot-water temperatures, peak demand, recirculation conditions and water quality. Confirm the wetted materials and the documents required for contact with drinking water.

For chillers

First identify the role of the exchanger in the chiller system: separating water or glycol circuits, or transferring heat directly from or to the refrigerant. These duties require different input data and are not interchangeable.

For liquid-loop separation, specify the actual fluid composition and concentration, temperatures, flows and allowable pressure losses on both sides. The chiller nameplate capacity does not replace the operating duty of this exchanger.

For refrigeration systems

A plate evaporator or condenser operates directly in the refrigerant circuit. Record the evaporation or condensation conditions and the secondary-fluid duty separately. An exchanger separating two liquid circuits is a different task even when both are part of the same refrigeration system.

For heat pumps

Define the heat-source and heating-system circuits, refrigerant and required operating modes. For reversible systems, provide the conditions for each mode.

For heat recovery

Heat recovery uses heat from a warmer process stream to preheat another stream while keeping the two fluids separate. Describe both the available heat source and the heat demand; the presence of a warm discharge alone does not define a recoverable duty.

Source and heat demand

Provide temperatures, flows and operating schedules for both streams. If the modes change, list the required operating cases rather than a single nominal load.

Fluids and cleaning

Identify composition, fouling and allowable pressure losses. Compare material compatibility and cleaning access before choosing a construction.

For industrial processes

Process heating, cooling and heat recovery depend on fluid composition, viscosity, solids and fouling. Channel geometry and access for cleaning are selected for these conditions.

For food production

Food heating and cooling require hygienic equipment, suitable product-contact materials and a validated cleaning process. The specification includes the product, temperatures and hygienic requirements.

Engineering and installation

System design

Define the two circuits, connection scheme, control strategy and installation conditions. Provide access to connections and sufficient space for the intended maintenance method.

Thermal and hydraulic calculation

Thermal performance and pressure drop are checked for each specified operating condition. For reversible systems, describe heating and cooling conditions separately.

Thermal check

Check the heat duty using fluid properties, temperatures and flows on both sides. A nominal power value without its operating conditions is insufficient.

Hydraulic check

Compare each circuit’s inlet-to-outlet pressure drop at the specified flow with its allowable value. Keep this hydraulic limit separate from working pressure and the unit’s pressure rating.

Equipment selection

Compare the calculated duty, pressure and temperature limits, materials, connections and dimensions. The selection result is a defined model and configuration with a calculation sheet and specification.

Manufacturing

Manufacturing combines formed heat-transfer plates with the joining method of the design: gaskets, brazing or welding. The production documentation defines materials, assembly and the required tests.

Installation

Use the connection arrangement and installation drawing for the selected unit. Check supports, pipe loads, orientation and access for inspection and maintenance against the manufacturer’s instructions.

Operation and service

Operation

Monitor temperatures, pressures, flow rates and pressure losses in both circuits. Keep operating conditions within the specified limits and follow the unit’s startup and shutdown procedure.

Cleaning and maintenance

Choose the cleaning method for the deposits, materials and unit design.

Cleaning in place (CIP)

A compatible cleaning solution circulates through the exchanger without opening it.

Mechanical cleaning

Cleaning requires direct access to the heat-transfer surfaces; that access depends on the unit design.

Opening and reassembly

Opening a gasketed frame gives access to the plates and gaskets. Leave the service space specified for that frame so the pressure plate and plates can move along the bars. The opening sequence and any removal of bars depend on the design and its operating instructions.

Separated plates on the carrying bar

Service detail of three separated corrugated plates with their gaskets removed, suspended from an upper carrying bar and located by a lower guiding bar.
Carrying bar
The upper bar supports the suspended plates as they move along the frame.
Lower guiding bar
It locates the lower edges and keeps the plates aligned.
Plate surfaces
Separating the plates exposes the corrugations and gasket grooves for inspection and cleaning.

Detail of an opened plate pack. The plates are shown without gaskets to expose the corrugations and sealing grooves. Plate removal, cleaning and gasket replacement follow the instructions for the specific unit.

  1. Preparation

    Isolate both circuits, depressurize them, bring the unit to a safe service temperature and drain it. Before loosening the tightening hardware, record the plate sequence, gasket arrangement and specified compressed pack dimension.

  2. Opening

    Release the specified tightening hardware and move the pressure plate as instructed. The carrying bar supports the suspended plates; the lower guiding bar locates their lower edges.

  3. Inspection and cleaning

    Check plate surfaces, gasket grooves and seals. Separate the plates as required for access, preserving their sequence. Use a cleaning method compatible with the plate and gasket materials and permitted for that unit.

  4. Reassembly and checks

    Restore the plate and gasket arrangement, align the pack and tighten it to the specified compressed dimension using the prescribed sequence. Complete the required sealing checks before returning the unit to service.

Diagnostics

Start with the symptom: loss of thermal performance, rising pressure loss or leakage. Compare operating readings with the specified duty and inspect the fluid condition, connections and accessible seals.

Insufficient heating or cooling

Compare inlet and outlet temperatures and flows on both sides with the specified duty. A change in available flow or inlet temperature must be distinguished from a change in exchanger performance.

Increasing pressure loss

Compare pressure loss at comparable flow and fluid conditions. Record which side changed before assessing fouling or flow restrictions.

Leakage

Record the observed location, external traces, pressure conditions and equipment identification. The symptom alone does not identify a plate, gasket or connection as the failed part.

Repair

Repair options depend on the construction and identified damage. For a gasketed pack, inspect plates and gaskets; for permanently joined units, confirm the permitted repair or replacement with the manufacturer.

Replacing the heat exchanger

Begin with the nameplate, full model designation, connection drawing and previous operating duty. Verify thermal, hydraulic and installation compatibility for the replacement.

Spare parts

A spare-parts request can cover the following groups. Availability and replaceability depend on the particular equipment.

Provide the nameplate, equipment and component codes, relevant drawings or parts lists, photographs of the marked item, and quantities. For permanently joined units, establish whether the manufacturer supplies the complete core or exchanger rather than individual internal parts.

Equipment and supply

Equipment documents

The equipment documentation includes the specification, calculation sheet, dimensional and connection drawings, operating manual and applicable conformity documents. Identify the model, configuration and document revision when comparing records.

For selection and offer comparison

Request the calculation sheet for the stated duty, the configuration specification and the dimensional and connection drawing. A general catalogue is not the calculation sheet of a selected unit.

For installation and operation

Check the equipment identification, the applicable operating manual and the documents required for the supplied execution. Document requirements depend on the unit and project.

For service and spare parts

Use the serial number, plate-hanging or assembly list and part references from the equipment documentation. Check that the drawing and parts list apply to the installed execution.

Price, configuration and supply terms

The price of a plate heat exchanger is compared for a specified duty and configuration. Construction, materials, plate pack, connections and included equipment affect the scope of an offer. A model name or a nominal kW value alone is insufficient for a like-for-like comparison.

Technical equivalence

Compare the same fluids, temperatures, flows, allowable pressure losses, material requirements and installation constraints. Use the calculation sheet and specification.

Included supply

Check whether insulation, supports, connection accessories, spares and required documents are included or priced separately. Record quantity and the exact execution.

Commercial terms

Use the price, currency, delivery terms, lead time and warranty stated in the specific current offer. A catalogue description does not confirm stock or a delivery date.

Equipment catalogue

Equipment specifications are compared after the duty, materials, connections and service requirements have been defined.

View the available plate heat exchanger models

Prepare a selection brief

Prepare a specification from the data you know. Review and complete the resulting text before sending it to an engineer. This form does not send the request.

Prepare a selection brief