Heat Exchanger Inspection for Long-Term Equipment Reliability

Learn how to conduct effective heat exchanger inspections to boost equipment reliability, ensure workplace safety, and maintain compliance.

Published 11 Jul 2025

Article by

What is Heat Exchanger Inspection?

Heat exchanger inspection is a systematic evaluation of a heat exchanger’s condition, performance, and integrity to ensure its continued efficiency, safety, and compliance with industry standards. This involves visual checks, thermal imaging, and performance monitoring to detect fouling, corrosion, and leaks before they worsen into equipment failure.

Importance of Heat Exchanger Inspections

Heat exchangers are vital to heating and cooling processes, proving indispensable in modern thermal management. It’s crucial in various sectors, including residential Heating, Ventilation, and Air Conditioning (HVAC) systems, industrial manufacturing plants, and power generation. Regular inspection should be done for these reasons:

Importance of Heat Exchanger Inspections

Importance of Heat Exchanger Inspections

  • Early detection of issuesProactive maintenance has been proven to reduce the likelihood of equipment failure. Checking systems with heat exchangers helps identify fouling, corrosion, or leaks that can impair heat transfer efficiency and cause equipment damage.

  • Higher cost savings – Over time, deposits like minerals, bacteria, scale, and algae can accumulate on the component’s surface, significantly reducing efficiency by up to 30% and increasing energy consumption. Frequent inspections are crucial for driving down operational expenses, including utility bills and the need for costly part replacements.

  • Prevention of system failure – Undetected issues can lead to expensive downtimes. For instance, leaks in boiler systems may result in pressure loss, damage to other components, and potential system shutdowns. All those can be prevented by simply conducting regular checks.

Inspecting heat exchangers isn’t just about operational efficiency and cost savings. Conducting this proactively is fundamental to safeguarding the well-being of individuals (e.g., building residents and frontliners in a manufacturing facility) from potentially catastrophic accidents.

Manage Factory Assets with Confidence

Maximize equipment uptime with real-time asset visibility and automated preventive maintenance workflows.

Types of Heat Exchangers and Inspection Requirements

Used in a wide range of industrial processes, heat exchangers come in various types and designs with distinctive components. These differences also lead to varied inspection requirements to ensure safety, efficiency, and equipment longevity.

Type of Heat Exchanger

Inspection Requirements 

Shell and Tube – The most classic design, this is ideal for handling high pressure and temperatures in oil refineries, power plants, and chemical processing.

Visual inspection: shell exterior

Ultrasonic Testing (UT): wall thickness and corrosion

Eddy Current Testing (ECT): internal tube

Hydrostatic Testing (HT): leaks under pressure

Borescope or Fiberscope: internal visibility

Plate Heat Exchanger (PHE) – More compact for better flow, this is a common HVAC component. It’s also used in food, beverage, and pharmaceutical manufacturing due to its ease of cleaning.

Visual inspection: plate surfaces and gaskets

Disassembly inspection

Dye penetration: crack detection

Thickness testing for erosion or tears

Leak testing with pressure or dyes

Air Cooled Heat Exchanger (ACHE) – Since this type uses ambient air blown over finned tubes instead of cooling water, it’s the option in petrochemical plants, natural gas processing, and power generation.

Visual inspection: fin condition, fan alignment, support structure, corrosion

Cleaning audits: dust, oil, plant debris

Thermal imaging: blockages, flow inconsistencies

Vibration analysis: fans and motors

Double Pipe Heat Exchanger – Considered the simplest, this is suitable for small-scale operations, like laboratories and pilot plants.

Visual inspection after manual disassembly

UT: pipe wall thinning

HT: pressure integrity

Routine chemical flushing of the buildup

Spiral Heat Exchanger – With two spiral channels to ensure continuous, high-turbulence flow of viscous fluids, this is used for wastewater treatment and pulp or paper processing.

Visual inspection of cleaning ports

UT: outer shell check

Pressure drop analysis: internal buildup

Thermal performance monitoring: efficiency loss

Heat Exchanger Inspection Methods

No single heat exchanger inspection method can detect all types of damage or degradation, from corrosion and scaling to leaks and fatigue. Learn more about some of the procedures mentioned above to optimize asset maintenance:

  • Visual Inspection is the first-line, low-cost method for catching early-stage or surface-level defects in external or internal components using flashlights, borescopes, or drones.

  • Eddy Current Testing (ECT) is a fast, reliable, and non-destructive electromagnetic technique to detect flow changes caused by corrosion, pitting, cracks, and wall thinning in non-ferromagnetic materials (e.g., stainless steel or copper alloys).

  • Ultrasonic Testing (UT) uses high-frequency sound waves to measure material thickness or detect corrosion, erosion, and cracks. Highly accurate, this supports predictive maintenance and compliance documentation.

  • Hydrostatic Testing (HT) involves filling the heat exchanger with water and pressurizing it to detect leaks, especially after repairs or before commissioning. This is a final-stage integrity check required by many regulators.

  • Magnetic Flux Leakage (MFL) is ideal for detecting corrosion, pitting, or material loss in carbon steel tubes. Because this provides fast screening over large areas, it’s excellent for high-traffic maintenance jobs.

  • Helium Leak Testing detects microscopic leaks in welds, gaskets, or seals. As one of the most highly sensitive heat exchanger tube inspection methods, this is used in aerospace, cryogenics, and vacuum systems.

Create your own heat exchanger inspection checklist

Build from scratch or choose from our collection of free, ready-to-download, and customizable templates.

Addressing the Most Common Issues

Heat exchangers are prone to deterioration due to their constant exposure to pressure, temperature shifts, and fluid contaminants. Organizations must resolve issues immediately after identifying them during inspections to avoid performance losses, costly downtimes, and safety risks.

Issue

Description

Immediate Action

Corrosion

Chemical or electrochemical reaction between metal surfaces degrades materials (e.g., pitting, crevice, galvanic corrosion) that cause leaks or full-on failures.

Corrosion-resistant coating

Cathodic protection systems

Corrosion-resistant materials

Fouling and Scaling

Accumulation of unwanted materials (e.g., minerals, oil, biological growth) reduces thermal efficiency, increases energy consumption, and causes uneven flow or pressure drops

Mechanical cleaning (e.g., scraping, descaling)

Chemical cleaning

Anti-fouling treatment (e.g., coating)

Tube Leaks and Cracks

Often due to fatigue, corrosion, or manufacturing defects, these leaks can result in fluid cross-contamination, loss of pressure, and product quality issues.

Tube plugging or replacement

Re-tubing

Tube sheet reinforcement

Erosion

This mechanical wearing away of material leads to wall thinning, holes, and cracks, especially in high-turbulence zones (e.g., inlets, bends)

Erosion-resistant inserts (e.g., hardened alloys)

Flow path or velocity modification

Baffles or flow distributors

Mechanical Damage

Physical distortions, denting, or deformation can lead to misalignment, seal failure, or uneven fluid distribution, which compromises performance and safety.

Support, anchorage point realignment

Vibration-damping systems

Proper handling and assembly training

Every issue uncovered during the inspection is an opportunity to improve performance. Document all the findings, implement the most immediate fix to prevent further wear, and plan for more permanent fixes to ensure the reliability and safety of the industrial system.

Considerations in Manufacturing

Heat exchanger inspections in the manufacturing sector are more stringent to ensure the final product is free from material errors, fabrication defects, and workmanship issues. Although these have broader applications, the intensity and documentation requirements are often unique in this industrial setting:

  • Component dimensional checks – All parts of the heat exchanger, from individual tubes and baffles to the overall shell and flanges, should be as precise as the design drawings and specifications.

  • Material verification – Every material used in the system must be faultless from the outset. Documentation (e.g, Material Test Reports (MTRs) and Positive Material Identification (PMI)) verifies quality.

  • Weld and joint inspection – Given the extensive welding required to join heat exchanger components, evaluating weld integrity is paramount. This includes not only specific testing but also verifying welding certifications.

  • Surface finish and workmanship – The overall quality of fabrication (e.g., cleanliness, smoothness, proper alignment, absence of sharp edges) is just as vital, especially in food, beverage, and pharmaceutical sectors.

  • Pressure and leak testing – Hydrostatic, pneumatic, and sensitive leak testing is performed routinely, both during system commissioning and throughout subsequent inspections.

Efficiently Inspect Heat Exchangers with SafetyCulture

Why Use SafetyCulture?

SafetyCulture is a mobile-first operations platform adopted across industries, such as manufacturing, mining, construction, retail, and hospitality. It’s designed to equip leaders and working teams with the knowledge and tools to do their best work – to the safest and highest standard.

Ensure timely and thorough inspections by scheduling preventive maintenance tasks and utilizing standardized checklists that capture and help facilitate the analysis of data. Immediately address issues identified and avoid costly equipment failures by reporting them in real time, assigning corrective actions, and tracking their progress. Reduce unplanned downtimes by improving asset reliability through a unified platform.

Save time and reduce costsStay on top of risks and incidents Boost productivity and efficiencyEnhance communication and collaborationDiscover improvement opportunitiesMake data-driven business decisions

EC

Article by

Eunice Arcilla Caburao

SafetyCulture Content Contributor, SafetyCulture

View author profile

Related articles

Equipment Maintenance

Maintenance

Smart Water Management - Featured Image
Smart Water Management: Transforming Water Infrastructure with Digital Solutions

Learn how smart water management transforms industries and urban living through technological advancements for efficient and sustainable water use.

Facility Management

Maintenance

Types of waste management
Exploring Waste Management Solutions: Types, Methods, and Benefits

Learn about the different types of waste management and how effective practices can benefit businesses, the environment, and public health.

Facility Management

Maintenance

waste management system
Waste Management System: A Guide

Learn about the meaning of a waste management system and what is involved in building an effective one for your organization.