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How to Build a Reliable, Practically Leak- Free Therm al Fluid
System
John Cuthbert and Dough Heydrick, Dow Chemical Co.
Posted: October 1, 1999
Proper system design and equipment selection can help keep thermal fluid leaks
to an absolute m inimum .
Thermal fluid systems utilizing synthetic organic- and silicone-based heattransfer fluids are used in industries as diverse as pharmaceutical production,
petrochem icals, m an-m ade fiber production and environm ental test chambers.Operating conditions can vary substant ially, from the relatively constant
tem peratures experienced in large vapor systems ut ilized by fiber plants, t odramatic, several-hundred-degree swings that can occur in t he sam e reactor , a
situation not uncommon in multipurpose production plants.
Regardless of the heat t ransfer fluid t ype, application or use temperature, allsystem operators share a comm on desire: that these systems be as reliable and
as leak-free as possible. Reducing fluid leakage from a thermal fluid system hasseveral benefits, the m ost obvious being economical. I f t he fluid stays in thesystem, new fluid does not have to be purchased to make up losses. Moreover,
environment al and regulatory issues impacting t he operation of heat tr ansfersystems are best addressed by keeping t he fluid in t he system.
A leak-free system also helps minimize plant personnel exposure to the heattr ansfer fluid, which helps m aintain the overall level of industrial hygiene in theplant. In addition, heat transfer fluid that leaks into porous insulation represents
a fire risk. Eliminating leaks, as well as choosing the proper insulation, cangreatly r educe the r isk of t hese types of fires and thus help ensure worker
safety. Finally, som e therm al fluids have odors that plant personnel may findobjectionable. Keeping leaks to a m inimum while maintaining adequate
ventilation will keep such complaints to a minimum.
To a large extent , r eliability and int egrity can, and should, be designed into a
thermal fluid system. The best designs result when users focus adequateattention on selecting t he proper equipment, m inim izing joint s and connections,
and avoiding inappropriate joints and connections. The following guidelines willhelp you select piping, pum ps, valves, flanges, gasketing and expansion j oints -
- all key elements essential t o the design of a reliable, virt ually leak- freesystem. While other approaches may w ork equally well, t hese practices were
developed over many years and have been used successfully in manyoperations.
Star t w ith the Right Connections
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Basell's HSEDC requires cellular glass (e.g. Foamglas) insulation on oil and peroxide lines / equipment to take care of above hazard.
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I f you are concerned only w ith m inimizing leaks, a properly designed andinstalled all-w elded system will provide mu ch bett er leak protection than a
system w ith f langed and screwed connections. However, t he tr ade-off wit h anall-welded system is a decided lack of flexibility for maintenance operations. For
example, while it is possible to repair or rebuild a valve inline, it is much easierand cheaper t o remove the valve and send it out for repair. I n practice, m ost
therm al fluid systems contain a num ber of f langed and screwed connections --and each is a potential leak point. For this reason (and for the sake of the
system operators who will have to deal with any leaks), a therm al fluid systemshould be designed to include only as many breakable connections as are
absolutely necessary.
Screwed connections should be avoided wherever possible, as bendable tubingwith com pression fit tings has been found to be a satisfactory alternative. Where
screwed connections are desired, however, they should be made from schedule
80 pipe and limited t o pipe diameters less than 1.5" . The tapered threads
should be cut tr ue-t o-gauge wit h a sharp, clean die, washed wit h a good
solvent, then covered with a pipe thread sealant. But, under no circumstancesshould you rely on pipe thread sealant t o make a good joint out of a poor one.
By far, flanged connections are the best comprom ise you can make in t erms ofcost, v ersatilit y and sealing ability. As such, t hey are t he most used breakableconnect ions in therm al fluid systems.
Choose Flang es and Gaske ts Car efu lly
Several types of flanges can be used in thermal fluid systems. Your selectionshould be influenced by m any factors, including system operat ing
tem peratures; operating pressures; purchase and m aintenance costconsiderat ions; perceived perform ance differences in safety and emissions;
desired gasketing; and past operating experience. While ring-j oint, t ongue-in-groove and male- female flanges can be used in therm al fluid system s, the
Regardless of t he num ber
of pum ps, valves and
connectors, thermal fluidsystems can be designed
and built t o keep fluid leaksto a minimum wh ile
providing reliableperformance.
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American Society of Manufacturing Engineers (ASME)- and American NationalStandards I nstitu te (ANSI ) -specified B16.5 raised-face flange is the m ost
prevalent. But even here, there is an im portant choice to consider.
Typ ically, an ASME/ ANSI Class 300 raised-f ace flange is chosen over anASME/ ANSI Class 150 raised-face flange. Because therm al fluid system s can
operate at tem peratures as high as 750oF (400oC), a Class 150 flange may nothave sufficient strength for t he anticipated maxim um operating pressures. For
example, at 750oF, a carbon steel Class 150 flange will have a maximumoperating pressure of 95 psig. By contrast, a carbon steel Class 300 flange willhave a maximum operating pressure of 445 to 505 psig, depending on the
mat erial group chosen. Given that the vapor pressures of most heat t ransfer
fluids exceed 95 psig at 750oF, the unsuitability of a Class 150 flange is evident.
I n addition to this, ASME/ ANSI B16.5 standard stat es: "When used above
400oF, Class 150 flanged joints may develop leakage unless care is taken to
avoid imposing severe external loads and/ or severe thermal gradients. Forother classes, similar consideration should be given above 750oF."
At 400oF (204oC), a Class 150 flange will have a m aximum operating pressure
of 200 psig, w hich should be acceptable for most thermal fluid system s.However, even at t his temperature, Class 150 flanges are m ore prone to
leaking t han Class 300 flanges.
Som e therm al fluid systems will need to wit hstand rapid therm al cycling andthe additional stresses induced by expansion and contraction forces. In general,
a Class 300 flanged system is bett er able to maintain the m inimum requiredseating stresses during thermal cycling, reducing the risk of leaks. Class 150
flanges can provide a suitably leak- free system at m ore moderate, relativelyisotherm al operating conditions.
To ensure proper gasket sealing, raised-face flanges must have a proper
surface finish. Manufacturers of the gasket t ypes most comm only used t o joinASME/ANSI B16.5 raised-face flanges typically will specify a phonographic
surface finish of 125 to 250 microinch roughness average.
Gasket choice also is determined by several factors. For starters, a gasket'sconstruction materials must be able to withstand the system's operating
tem peratures and must be chemically compat ible with t he fluid used. Therm al
fluid system s can operate at tem peratures as low as -150 oF (- 100oC) and as
high as 750oF (400oC). At these extremes, elastomers and plastics areunacceptable because of their poor mechanical properties.
Another tem perature- related challenge is resistance to heat generated by an
external fire. In the highly unlikely event that a fire occurs in the area of aflanged joint, the fluid should be contained within the system -- remember,
thermal fluids will burn. A gasket that can withstand extreme temperaturesuntil the fire can be extinguished could prove beneficial in an emergencysituation.
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Most high perform ance, high t emperatu re heat t ransfer f luids are based on
aromatic or silicone compounds. Only a few types of elastomers and plastics arecompatible wit h t hese chemistr ies, so keep th is in m ind when specifying anelastomer or plastic component . Gaskets const ructed wit h m etal and graphite
generally will meet the temperature and chemical compatibility and fireresistance requirement s of a properly designed t herm al fluid system.
In addition to a gasket's construction m aterials, carefully consider it s physical
design. A catastrophic gasket failure -- a blowout caused by unexpected over-pressurization of th e system, for exam ple -- will generate a large fluid leak that
could lead to a potentially serious fire risk.
Spiral-wound and grooved-m etal gasket designs resist blowouts and areconstructed for leak-free operation. Probably the most com m only used in t hese
systems, spiral-wound gaskets have a stainless steel inner ring, carbon steelcentering ring, stainless steel windings and flexible graphite filler. Alternatively,
grooved-metal gaskets have a core ring of grooved 316 stainless steel at least3 mm thick. I n addition, t hey are faced with f lexible graphite and ut ilize a loosecentering ring. So far, their use has been limit ed primarily t o Europe.
Properly assembling the flanged joint also reduces the chance of leaks. Duringinstallation, it is critical to protect the flange surface from nicks, dent s andscratches, which can cause the joint to leak.
Proper flange alignment is equally critical. Mis-alignment can result inoverstressing one side of a flange while leaving the other without sufficient
compression to seal the gasket. Once a flange pair is properly aligned, usestuds and bolts that comply w ith American Society for Test ing and Materials(ASTM) standards. Using ASTM A-193 Grade B7 studs and bolts wit h ASTM A-
194 Grade 2H hex nu ts will provide a fastener strong enough t o supply t herequired sealing force. I ncrementally tighten the well-lubricated fasteners in a
criss-cross pattern to m aintain proper alignment . Applying adequate initialpreload to t he flanged connect ion will m inimize the risk of leaks aft er system
startup.
Reduce Valve Leaka ges
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Valves tend to be a m ajor source of leaks in therm al fluid system s, wit h leakagetypically occurring around t he stuff ing box. Due to t he maintenance
considerations already noted, m ost valves are not welded into the system,
resulting in additional potential leak sources at the flanged piping connections.
One way to reduce leaks from valves is to eliminate the stuffing box. This can
be done by ut ilizing valves with a metal bellows (as the prim ary seal) incomb ination wit h high t emperature graphite packing (as a secondary seal).
Unfortunately, the cost and space requirements of bellows-seal valves havelimited their use in thermal fluid systems.
When choosing packed valves, pay part icular at tent ion to the valve stems,
stuffing boxes and packing specifications. I n general, nonrotat ing r ising-stemvalves are preferred to quarter-turn valves. For rising-stem valves, thesuggested stem-sealing surface roughness should be no more than Ra 0.8
micron (32 RMS). Also, the stem straightness should be specified within atolerance of 0.039" ( 1 mm ) per 39.37" ( 1,000 mm ), length total indicated
reading, and t he inner wall of the stuffing box should have a maxim um
roughness of Ra 3.2 micron (125 RMS).
As wit h gasket m aterials, flexible graphite is the valve-stem packing m aterial
best suited for th e entir e operating r ange of most t herm al fluid systems. Onepossible improvement to graphite-packed stem seals is to apply a live load to
the packing follower. This will ensure t hat as the packing wears, it will rem ainproperly compressed against the valve stem.
Globe, gat e and rising-stem ball valves are the preferred choices for thermal
fluid systems. General specifications for 2" or larger valve types are shown in
table 1. Specifications for smaller valves will vary.
Table 1. Globe, gate or rising-steam ball valves are designed
to t hese specifications (for valve sizes of 2" or larger) are t hethe preferred choice for thermal fluid systems.
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I nsulate to Reduce Fire Risk
One strong driving factor behind th e push t o design leaks out of a th ermal fluidsystem is reducing the risk of fire. Regardless of the connector or valve sealused, the potential for leaks still exists. To reduce the risk of fire when a leak
does occur, care should be taken in valve orientation and pipeline insulation.
I t is well understood t hat a combustible fluid can ignite at t emperatures wellbelow its published autoignition t emperature if spread in a th in film. The high
surface area present in m any t ypes of insulation can promote this phenomenonwhen soaked with a thermal fluid. To minimize this risk, use a closed-cell
insulation in t he imm ediate vicinity of likely leak points such as valves and
connectors. Fibrous insulation can be used for pipe runs between connectorsand valves, but install a metal drip r ing to separate t he fibrous material fromthe closed-cell insulation. A properly installed drip r ing ensures that any fluidthat gets under the insulation on one side of the ring cannot migrate down the
pipe and soak insulation on the other side.
When installing valves, consider taking additional precautions. Because valvestems are potential leak sources, t hey should be installed wit h t he stem in a
horizontal position if possible (provided the valve manufacturer does not adviseagainst t his orientation). I n th is configurat ion, should a leak occur, the fluid w ill
drip away from the valve rather than down into the insulation around the valve.
Pick the Most Effective Pum p and Sealing System
Figure 1. Putting a nitrogen purge on thestuffing-box vent eliminates oxygen, which in
turn reduces coking and prolongs seal life.
Table 2. Although single-
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Historically, heavy-du ty API centerline-m ounted pum ps have been preferred for
therm al fluid systems operating above 350oF (175oC). These pumps typically
use either standard or cartridge metal-bellows seals.
There are several limitations to this choice of sealing system. While properlyinstalled single mechanical seals can provide reasonably leak-free operation, by
their nature, mechanical seals cannot be considered a zero-emission sealingsystem. Furthermore, mechanical seals are precision-engineered pieces of
equipment -- sensitive to vibrations, misalignment, excessive temperatures anddirt. All of t hese factors must be considered dur ing pum p design, installationand operation.
I n addition, accurate alignment is essential to ensure proper operation of singlemechanical seals. Therefore, a pipe stress analysis must be conducted on thepump to ensure t hat t he allowable forces on the pum p flanges are not
exceeded.
One positive is that many styles of single mechanical seals are available. Some
can operate at tem peratures as high as 800oF (427oC) without f iltered, cooled
seal flushes. Other seals require that the seal-face temperatu re be kept below acert ain point t o avoid heat distortion. Such seals typically require filt ration and
cooling of the seal flush to less than 400oF (204oC).
With seals, again, t here is a trade-off t o consider. Seals that do not requireextra cooling and filtering cost m ore; seals that do r equire cooled and filtered
seal flush are less expensive but reduce thermal fluid system efficiency.
Another choice that m ust be m ade is the seal-face const ruction m aterial. Thereare two alternatives: hard face-to-hard face (typically silicon or tungsten
carbide to silicon or tungsten carbide) or hard face-t o-soft face (silicon ortungsten carbide to carbon). The best choice for a given application will depend
on the specific system conditions. For systems exceeding 400oF (204oC),secondary seals typically are graphite.
Once the single mechanical seal is installed, you can take several operational
steps to extend it s life. Seal faces are sensitive to vibrat ion, so prom ptly
eliminating pump cavitation is critical. Seal faces also are sensitive to abrasion,so the therm al fluid system should be operated and m aintained to generateminim al solids.
mechanical-seal pumpstypically offer lower long-t erm
cost of own ership, seallesspumps t ypically offer m uch
longer MTBF, r educing th echance of associated process
downtime and environmentalchallenges over the life of your
therm al fluid system.
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Startup can present solids problems if caution is not t aken. During start up of a
new system t hat w as not cleaned, it is not unusual for m ill scale or othercorrosion products to break free. These corrosion products typically are very
fine and cannot be removed wit h start up str ainers. I f t hey reach the seal faces,
they could cause damage. Eliminat e this problem by cleaning t he system beforefilling it with the heat transfer fluid, or by circulating the fluid through a bypass
filter that will remove the particles during startup.
Solids also can damage a seal if they form on the outside of the seal itself. Allmechanical seals leak a small amount of fluid dur ing norm al operation. When
this fluid escapes to the atm ospheric side of t he seal, it com es into contact wit hair. Oxygen in t he air reacts w ith t he fluid, causing a carbon buildup on the seal
faces that could, if severe enough, cause the seal to fail. Putting a nitrogenpurge on the stuff ing-box vent elim inates oxygen, wh ich in t urn reduces coking,
thus prolonging seal life (figure 1).
Dual mechanical seals also have been used on pumps in thermal fluid systems.Many of the considerations for single mechanical seals also must be confronted
with dual seals, with one significant addition: A dual-seal system requires abarrier fluid. Because this barrier fluid can leak into the system , t he fluid choiceis important. I t m ust not react wit h the heat t ransfer fluid yet m ust be as
therm ally stable. For these reasons, the heat tr ansfer f luid generally also is
used as the barrier fluid.
A Zero Altern ative
In contrast to pumps equipped with mechanical seals, sealless pumps can be
considered zero-em ission pumps. I n t he past, however, size and operatingtemperature limitations usually rendered these pumps inadequate for thermalfluid system s, so they were not used often in these applications. But now,
design and m aterial improvements are m aking these pumps a more viablechoice for t herm al fluid system s.
Sealless pumps eliminate many of the leakage issues associated with
mechanical seals. The chief dr awbacks of sealless pumps, either canned ormagnetic-dr ive, are t heir inabilit y t o handle solids, int olerance of any cavitation,
less efficient motors and higher initial cost.
A recent in- house survey pointed t o four tr ends:
The average repair cost of a single-mechanical-seal pump is significantly
less than the average repair cost of a sealless pump.
Sealless pumps have a much longer mean time between failure (MTBF)than pumps using single mechanical seals.
Considering only these two influences, the single mechanical-seal pump
offers the lowest long- term cost of ownership, although t he gap continues
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to get smaller.
When process downtime and environmental challenges associated with any
failure are considered, the longer MTBF and generally leak-free failuremode of sealless pumps can outweigh the lower repair cost for single-
m echanical-seal pumps (t able 2).
Pipe Loops vs. Expansion Joints
When piping is heated or cooled, it will expand and contract, and the resulting
stresses in the piping system must be relieved. Steel pipe "U" bends or loopsare the m ost comm on stress relievers.
If you decide to use bellows expansion joints, take care in considering the
construction materials. Occasionally, austenitic stainless steel bellows jointshave failed because the heat t ransfer fluid was contaminated by inorganic
chloride ions, resulting in stress corrosion cracking. The choice of Inconel 600or Monel 400 can reduce the risk of stress corrosion cracking. Failures in
bellows expansion joints stemm ing from improper installation and poormaintenance also have been known to occur.
Conclusions
Reliable, largely leak-free thermal fluid systems can be built and operated.Minimizing the number of connections is a key ingredient, as is proper design
and assembly of flanged joints. Using sealless pumps will reduce emissions. Ifsealless pum ps are impractical for your system , properly installed and
maintained pum ps wit h m echanical seals will give sat isfactory perform ance.
Where possible, avoid using screwed fittings and where practical, choose pipe"U" bends over bellows expansion joints.
One additional point: While careful system design can go a long way t oward
ensuring r elat ively leak- free perform ance, proper m aintenance over the life ofthe system must not be ignored. For example, while your system may last 20
years, t he valve packing will not. At some point, the valves will have to beserviced.
In general, no matter how much time and effort you expend on designing
reliability and integrity into your thermal fluid system, over time some leaks willoccur. However, proper system design and equipm ent select ion, coupled w ith
regular rout ine system m aintenance, will help keep their num ber, size andfrequency to an absolute minimum.
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