What do these items have in common?

Overview of Thermal Fluid Heaters

83rd General Meeting
of the National Board
Presented by Melissa Wadkinson, PE

Purpose
Compared to Power Boilers and Heating Boilers, there are a
limited number of installations of thermal fluid heaters.
Minimal guidance is available on these heaters and systems.
Jurisdictions vary in how these heaters and systems are
regulated.

Overview

Description of a thermal fluid system

Comparison of thermal fluid to steam
Critical system components
System and safety considerations
Installation
Codes and Standards

What is a thermal fluid system?

Thermal fluid (also known as hot oil) systems may be liquid or
vapor.
Vapor phase systems may either incorporate a heater in which
vaporization of the fluid takes place within the vessel, or a flooded
heater where the fluid is vaporized externally through a flash drum.
Vapor systems with condensing vapor provide a uniform heat source than
liquid phase systems.

A liquid phase thermal fluid system uses a flooded pressure vessel

(heater) in which the heat transfer media (fluid) is heated but no
vaporization takes place within the vessel.
Closed loop systems which may be open or closed to the atmosphere
Similar in concept to hot water boiler systems

Vapor Phase System

Typical Hot Oil Heat Transfer System

Designed to Operate at Atmospheric Pressure

Design Features
Heaters are commonly direct-fired by combustion of a fuel, or
electric resistance elements can be used.
Heater design may be similar to a fire-tube boiler, electric
resistance heated boiler, or a water tube boiler.
Heaters may operate at temperatures up to 750F depending
on the process requirements and fluid selection.
Large heaters may be field erected; however, heaters less
than 30,000,000 BTU/hr are similar to packaged boilers
utilized in a variety of process applications and may be found
in typical boiler room installations.

Thermal Fluid Heaters

Why use thermal fluid instead of steam?

No corrosion or freezing concerns
Simple circuit; no blow downs, steam traps, or condensate
return systems
Minimal maintenance
No hand-hole gasket replacement
No re-tubing

No water treatment requirements

High operating temperatures obtained with minimal
system pressures (system pressure drop only).
If a process requires heating and cooling, it may be done
with a single fluid.

Hot oil can be utilized with the following types

of equipment:
Steam / Hot Water
Generators

Storage
Tanks

Hot oil can be utilized with the following types

of equipment:
Baths / Kettles

Rolls

Reactors

Hot oil can be utilized with the following types

of equipment:
Presses, Molds
and Platens

Fryers

Ovens

Applications using thermal fluid heaters

System Components
A typical thermal fluid system
is comprised of four main
components:

Thermal fluid heater

Thermal fluid circulating pump
Expansion tank
User

System and Safety Considerations

Thermal fluid selection

Pump and proof of flow
Fluid excess temperature protection
Stack excess temperature limit
Expansion tank design and fluid level

Thermal Fluid Selection

Any fluid specifically designed for heat transfer use may be
considered.
Lubricating or hydraulic oils are not acceptable.
Fluids must have physical property data at elevated
temperatures.

Factors to consider include:

Maximum recommended bulk temperature
System operation should never exceed the maximum bulk temperature of
the fluid.

Minimum operating temperature.

Is cooling required?

Minimum start-up temperature.

Outdoor or indoor application.

Thermal Fluid Selection

Vapor pressure/boiling point
Special construction requirements if the operating temperature exceeds the
boiling point .

Some common thermal fluids include:

Dow
Monsanto
Paratherm
Petro Canada

Dowtherm A, G, RP
Therminol 55, 59, 66
NF, HE
Calfo AF, Purity FG

Thermal Fluid Maintenance

Fluids should be tested annually.
Lubricating oil tests that include dissolved metals are not
adequate.
Do not top off with different thermal fluid chemistry.
Mineral oil/petroleum vs. synthetic/aromatic.

Track heater inlet and outlet temperatures and pressures.

Always record the date and the amount of fluid addition.
Changing the type of fluid used in a system may require a
change in the system components (pump, expansion tank
etc.).
Chemical cleaners may also be required.

Thermal Fluid Pump

Must be designed for use with
thermal fluids at temperature
Standard hot water and boiler feed
pumps are not appropriate.

Pumps may be air cooled,

water cooled, canned or mag
drive designs.
The pumps are sized to
overcome the pressure drop in
the system and must be sized
based on the specific gravity of
the fluid at operating
temperature.

Proof of Fluid Flow

Proof of fluid flow is critical for vessel longevity and system
integrity.
Means should be provided to prove minimum fluid flow
through the heater at all operating conditions to ensure
proper velocities and film temperatures.
A low flow condition can cause overheating, degradation of
the fluid, or heater coil/tube failure.
Proof of flow is typically interlocked into the combustion
circuitry
Means to prove flow may include vortex shedding meters,
flow switches, pressure switches, an orifice or a differential
pressure switch.

Fluid Excess Temperature Protection

This limit prevents the fluid temperature from exceeding the
maximum allowable temperature of the specific fluid. It
should be set no higher than the maximum bulk temperature
of the fluid.
The temperature sensing device should be compatible with
the fluid and the system operating temperature and pressure
and located at the heater outlet.
It is generally interlocked into the combustion safety circuitry
and often incorporates a manual reset functionality.

Stack Excess Temperature Limit

Many installations include a high stack temperature switch
interlock.
In the event of a high stack temperature this device shuts off
the burner and circulating pump.
The manufacturer of the heater determines the acceptable
stack temperature for the heater.
A high stack temperature indicates improper combustion (or
soot build up) or a failed coil.
Manual reset is recommended.
The stack limit may be part of an inert gas smothering system.

Expansion Tank Design

Fluid selection, system volume
and operating temperature will
impact expansion tank size.
Depending on the fluid selection
and operating parameters,
systems may be open or closed to
the atmosphere.
Closed systems may be
pressurized with an inert gas
blanket.
An ASME tank may be required.

When should a pressurized expansion

tank be used?
The tank is not the highest point in the piping system.
The tank contents can be at a temperature such that exposure
of the fluid to the air would cause degradation of the fluid.
The fluid is operated above its atmospheric boiling point.
The fluid manufacturer recommends the use of an inert
blanket.

Expansion Tank Fluid Level

A minimum liquid level must be maintained in the expansion
tank to prevent pump cavitation.
A liquid level switch or similar device is typically provided and
interlocked with the pump and burner to shut them down in
the event of a low fluid level condition.
The switch should be satisfied before the pump can start.

Installation
Combustion air and ventilation requirements are similar to
those of power or heating boilers and determined by the
manufacturer.
A containment curb or seal welded drip lip on the heater skid
should be considered.
Piping, valves and system components are rated for the
temperature and pressure of the system
Brass, bronze, aluminum and cast iron components are not
recommended.
Any sign of leaking piping is a safety concern, as the fluid or its vapors
can be hazardous or flammable.
Piping should be welded or flanged where possible and pneumatically
tested for leaks.

Installation
Pressure relief devices
The pressure relief valves should be a totally enclosed type with no
lifting lever.
The discharge piping of the pressure relief valve should be connected
to a closed vented storage tank.

Insulation
The insulation should be selected for the intended purpose.
Where there is a potential for fluid leaks, the insulation should be
non-absorbent.

Codes and Standards

Jurisdictions have varying requirements for thermal fluid
systems.
Until recently, limited guidance has been available.
What resources are available?

National Board Inspection Code

ASME Boiler Pressure Vessel Code
Controls and Safety Devices for Automatically Fired Boilers
National Fire Protection Association, NFPA-87

National Board Inspection Code (NBIC)

The NBIC Part 2 Inspection provides some information on
thermal fluid systems.
Part 1 of NBIC Installation covers the requirements for power
boilers, heating boilers, and pressure vessels.
There is an open item to provide guidance for the installation
of thermal fluid heaters as a new supplement to Part 1.
Requirements such as clearances, ladders, electrical,
ventilation and combustion air are consistent with steam
boilers, hot water boilers and other pressure vessels.
Additional requirements regarding expansion tanks, pumps,
piping and controls are included.

ASME Boiler and Pressure Vessel Code

Some Jurisdictions may require ASME Section I or ASME

Section VIII Div. 1 construction.
The specific requirements outlined in the construction codes
must be met.

ASME Section I Requirements

Organic Fluid (thermal fluid) Vaporizers
Rules in Part PVG are applicable and are used in conjunction with the
general requirements of Part PG.
Part PVG addresses the pressure relief valves, gage glasses and drain
valves.

Liquid phase thermal fluid heaters

Applicable requirements for liquid phase heaters are not clearly
identified.
There is an open item in progress to define the Section I rules for these
heaters.

ASME Section VIII Div. 1 Requirements

Subject to Paragraph UW-2(d) for pressure vessels subject to

direct firing.

Category A welds must be in accordance with Type No. (1) of Table

UW-12.
Welded joints in Category B (for thicknesses exceeding 5/8) must be
Type No. (1) or No. (2) of Table UW-12.
Post weld heat treatment may be required depending on the
material used and weld size.
Stamping of the pressure vessel shall include DF for direct firings and
the Manufacturers Data Report will indicate the special service
requirements.

Safety relief valves may be based on the flow through the

heater, operating temperature, fluid and set pressure.

Controls and Safety Devices for

Automatically Fired Boilers (CSD-1)
CSD-1 applies to Power Boilers and Heating Boilers with
inputs less than 12,500,000 BTU/hr. It includes requirements
for combustion controls as well as steam and waterside
control (including pressure, temperature and water level).
With the current Standard, questions exist regarding the
applicability of CSD-1 to thermal fluid systems.
Combustion controls covered in CSD-1 are applicable to thermal fluid
heaters.
However, Part CW, Steam and Waterside Control, does not cover the
requirements for thermal fluid systems.

A task group was formed in CSD-1 to review and define the

specific requirements for thermal fluid systems.

National Fire Protection Association, NFPA-87

While NFPA 85 (boilers) and NFPA 86 (ovens) provide
excellent information regarding combustion controls, neither
Standard was directly applicable to thermal fluid heaters.
Recommended Practice for Fluid Heaters, NFPA 87, was
developed.
Topics covered include:

Location and Construction

Heating Systems
Commissioning, Operations, Maintenance, Inspection and Testing
Heating System Safety Equipment and Application (combustion & temperature
control)
Chapters specific to thermal fluid heaters (pumps, expansion tanks etc.)
Fire Protection

In Summary, Thermal Fluid Systems

Obtain high temperatures
with low system pressures
Are commonly used in a
variety of applications
Design/safety
considerations include:
Fluid, flow and
temperature
Codes and Standards are
under development to
provide additional
guidance