Aspen Shell & Tube Exchanger Study
Guide
Exam Prep for Users
Aspen® Knowledge Learn. Apply. Succeed.
Who can take this certification?
The certification is a must-have for any user new to
Aspen Exchanger Design & Rating who has taken
Design and Rate a Shell and Tube Heat Exchanger
(EHX101).
Step 1: Take Class: Design and Rate a Shell and Tube Heat Exchanger
(EHX101) – 2 Days
AspenTech offers a variety of delivery methods in which you can take training.
• Register for public training (face to face or virtual)
Exam Scope for Design
• Register for private training (face to face or virtual)
and Rate a Shell and
• Subscribe to eLearning (on-demand)
Tube Heat Exchanger
(EHX101)
Step 2: Review Scope and Objectives
□ Calculation Models
□ Physical Properties This guide contains 100% coverage of all objectives for the Aspen Shell
□ Geometry & Tube Exchanger certification exam. You can use as both a study tool
□ Results and an on-the job reference.
□ Documentation
Step 3: Take Aspen Shell & Tube Exchanger certification exam
Grading The total time for the certification exam is four hours.
Grade Weight
Multiple choice
40%
questions
Lab task 60%
Total 100%
AspenTech
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© 2021 Aspen Technology, Inc. All rights reserved. 1
TECHNICAL
SCOPE COMPETENCY OBJECTIVE
CONTENT
Calculation General Options Identify the available calculation modes
Modes
Identify where in the UI to select/change the calculation mode
Design mode Identify required inputs and expected outputs
Identify the two options for optimization (area or cost)
Define area ratio
Identify key variables considered in the design algorithm (area
ratio, pressure ratio, TEMA limits for rho-V2 and unsupported
length, vibration)
Identify how to enter process and/or geometry limits
Rating Mode Identify required inputs and expected outputs
Interpret area ratio results
Simulation Mode Identify required inputs and expected outputs
Interpret area ratio results
Find Fouling Identify required inputs and expected outputs
Interpret area ratio results
Overall Identify, for a given problem statement, the applicable calculation
mode, and the required input
Physical Physical Property Identify the different physical property packages options (B-JAC,
Properties Packages COMThermo, Aspen Properties, User Specified)
Property Methods Identify categories of property methods (Ideal, EOS, Activity
models) and general application for each
TECHNICAL
SCOPE COMPETENCY OBJECTIVE
CONTENT
© 2021 Aspen Technology, Inc. All rights reserved. 2
Physical Overall Explain the importance of the temperature range/# of points and
Properties pressure levels in physical properties calculation
Identify, for a given problem statement, the applicable physical
property package, and the appropriate property method
Geometry Basic configuration Identify key options that are always selected by the user (not
changed by EDR): TEMA type, hot fluid location, exchanger
orientation, baffle type, etc.
Identify applications for different shell types
Identify arguments to be considered during hot fluid location
selection (high pressure, hazardous fluid, fouling)
Geometry Recognize key geometry (tube ID/OD, shell ID/OD, # of tubes, #
passes, tube pitch, pattern, tube length, baffle type)
Recognize the types of tube layout available
Identify EDR standards for geometry (TEMA, ASME, most common
commercial dimensions)
Identify Non-TEMA configurations (double pipe, hairpin)
Construction Design Specifications Recognize the Design codes available
Specifications
Results Warning/Messages Identify the types of messages displayed by EDR and its importance
(errors, warnings, advisories, notes)
Interpret, given a particular file, the error/warning messages
Develop, given your previous interpretation, some modifications
that could potentially help fixing the error/warning messages
TEMA sheet Recognize, from a list of outputs, which could be found in the
TEMA sheet
Explain how to export TEMA sheet to Excel
Thermal Interpret, for a given simulation, area ratio value, heat transfer
area of the unit
© 2021 Aspen Technology, Inc. All rights reserved. 3
TECHNICAL
SCOPE COMPETENCY OBJECTIVE
CONTENT
Results Thermal State, for a given simulation, the effective mean temperature
difference
State, for a given simulation, the tube side and shell side overall
film coefficients
Interpret, given a simulation, which side represents the greater
contribution to the overall HTC
State, for a given simulation, the tube side and shell side resistance
distribution
Interpret, given a simulation, how much the fouling resistances
from both sides contributing to the heat transfer resistance
Results Hydraulic Identify the three contributions to the overall pressure
drop (frictional, momentum change, gravitational)
State, given a simulation, pressure drop on each side
Identify, given the same file, which pressure drop mechanism has
the greater contribution on each side
Identify, given the same file, which part of the exchanger
represents the greater contribution to pressure on each side
Identify on which part of the exchanger the highest velocity is
achieved on each side
Identify, given a simulation, if there are Rho-V2 TEMA limits
violations
Mechanical
Identify the two types of vibration analyzed and reported by EDR
Identify, within a provided list, which factors or mechanisms can
influence the vibration assessment
Analyze, the vibration assessment in a given simulation and
develop a plan to fix such vibration issues
© 2021 Aspen Technology, Inc. All rights reserved. 4
TECHNICAL
SCOPE COMPETENCY OBJECTIVE
CONTENT
Results Mechanical Identify, within the tube layout of a given simulation, the tubes
analyzed for the vibration assessment
Identify, given a simulation, a geometry parameter calculated by
the program (instead of being specified)
State, given a simulation, the total cost of the unit (all shells)
Documentation Help Guide State the definition of a given concept by searching it in the Help
Guide
© 2021 Aspen Technology, Inc. All rights reserved. 5
