| Bulk-Solids Type |
Powder, granule, pellet, flake, crystal, fiber, paste-like solid, or agglomerated material |
Free-flowing to cohesive; document flow behavior at operating temperature |
Determines whether the equipment should use gravity flow, agitation, moving surfaces, conveying flights, or fluidization. |
Flowability test, angle of repose, shear-cell testing, and operating-temperature observation |
| Mass Throughput |
Continuous or batch flow rate, minimum/normal/maximum capacity |
Specify in kg/h or t/h; define turndown, commonly 30–100% of design rate |
Sets heat-transfer area, residence time, solids inventory, feeder size, and utility consumption. |
Mass-flow measurement under minimum, normal, and maximum operating conditions |
| Inlet and Outlet Temperature |
Solids inlet temperature, required outlet temperature, allowable temperature deviation |
State the full temperature profile; many processes require outlet uniformity within approximately ±2–5 °C |
Defines the required heat duty and affects the choice between indirect and direct heat transfer. |
Calibrated temperature measurements at representative points across the solids stream |
| Heating or Cooling Duty |
Required sensible heat, latent heat, reaction heat, and heat losses |
Calculate: Q = m × Cp × ΔT, plus moisture evaporation, phase change, reaction, and design losses |
Prevents undersizing caused by ignoring moisture evaporation, wall losses, or heat released by reactions. |
Energy balance using measured mass flow, moisture, specific heat, and utility conditions |
| Moisture Content |
Initial and final moisture, free versus bound moisture, evaporation requirement |
Report wet-basis or dry-basis moisture clearly; do not mix the two calculation bases |
Moisture can dominate the duty because water requires approximately 2,260 kJ/kg of latent heat near atmospheric boiling conditions. |
Representative laboratory moisture analysis and measurement at minimum/normal/maximum feed conditions |
| Specific Heat Capacity |
Specific heat of dry solids and moisture over the operating temperature range |
Use temperature-dependent Cp where available; many dry organic solids are approximately 1.2–2.0 kJ/kg·K |
Directly affects calculated sensible heat duty and required heat-transfer surface. |
Calorimetry or validated material-property data for the actual composition |
| Bulk Density |
Loose and aerated bulk density, packed density, density change with temperature or moisture |
Report in kg/m³; include minimum and maximum values caused by compaction or aeration |
Controls equipment volume, residence time, screw or paddle loading, conveying torque, and drive power. |
Bulk-density testing using a defined filling and compaction method |
| Particle Size and Shape |
Particle-size distribution, average size, fines content, oversize fraction, shape and friability |
Report d10, d50, d90 where possible; identify particles below 100 µm and above 5 mm |
Influences contact area, heat-transfer resistance, segregation, dust generation, blockage risk, and breakage. |
Sieve analysis, laser diffraction for fine powders, and product-breakage testing |
| Thermal Sensitivity |
Maximum product temperature, melting or softening point, glass-transition temperature, degradation limit |
Maintain an appropriate safety margin below the lowest critical temperature; define hot-spot limits |
Determines allowable heating-medium temperature, wall temperature, mixing intensity, and residence-time distribution. |
Thermal stability, differential scanning calorimetry, and accelerated aging tests |
| Residence Time |
Required minimum, average, and maximum residence time; acceptable residence-time distribution |
Define in seconds or minutes; narrow distribution is important for temperature-sensitive products |
Establishes equipment volume and helps prevent under-processing, over-processing, or thermal degradation. |
Tracer testing, controlled hold-up testing, or pilot-scale residence-time measurement |
| Heating or Cooling Medium |
Hot water, steam, thermal fluid, chilled water, refrigerant, ambient air, or process gas |
Specify supply/return temperature, pressure, flow rate, utility quality, and seasonal variation |
Determines heat-transfer coefficient, operating pressure, materials, controls, and utility connections. |
Confirm utility availability and calculate duty at worst-case supply conditions |
| Indirect versus Direct Contact |
Whether the utility may contact the product |
Indirect contact is preferred where product purity, containment, or utility contamination is critical |
Direct contact can provide rapid heat transfer but may alter moisture, composition, oxygen level, or product cleanliness. |
Product-quality assessment, contamination review, and regulatory requirements analysis |
| Operating Pressure and Atmosphere |
Atmospheric, vacuum, positive pressure, inert gas, oxygen-limited, or solvent-vapor service |
Define absolute pressure, pressure drop, oxygen concentration, and required leak-tightness |
Vacuum lowers boiling temperature; inerting may be required for combustible dusts or solvent-bearing materials. |
Pressure-drop calculation, leak testing, and dust-hazard or process-safety review |
| Dust and Explosibility Risk |
Dust concentration, minimum ignition energy, Kst, Pmax, and combustible-dust classification |
Use measured product-specific data; do not infer explosibility from particle size alone |
May require grounding, dust control, explosion venting or suppression, isolation, and certified electrical equipment. |
Combustible-dust testing and a documented process-hazard analysis |
| Fouling and Build-Up |
Stickiness, caking, melting, crystallization, dust adhesion, and cleanability requirements |
Identify build-up rate and maximum acceptable pressure drop or heat-transfer decline |
Fouling reduces heat-transfer performance and can cause blockages, contamination, and unplanned cleaning. |
Fouling tendency test at actual wall and product temperatures |
| Hygiene and Containment |
Food, pharmaceutical, chemical, toxic, allergenic, or sterile-service requirements |
Define surface finish, clean-in-place or clean-out-of-place method, drainability, and gasket compatibility |
Sets the required construction materials, internal geometry, access, seals, and cleaning validation approach. |
Sanitary-design review, swab testing, cleanability trials, and material compatibility checks |
| Materials of Construction |
Product corrosion, chloride exposure, solvent compatibility, abrasive wear, and temperature limits |
Select materials based on actual chemistry, temperature, pressure, and wear conditions |
Material selection affects service life, contamination risk, maintenance frequency, and total cost of ownership. |
Corrosion and abrasion assessment using product composition and operating conditions |
| Product Quality Criteria |
Final moisture, temperature uniformity, particle integrity, color, bulk density, and residence-time limits |
Convert quality objectives into measurable acceptance criteria and sampling locations |
Ensures the selected exchanger delivers consistent product quality rather than only meeting average heat duty. |
Define factory and site acceptance tests with statistically representative sampling |
| Control and Instrumentation |
Temperature, flow, pressure, moisture, utility flow, motor load, and emergency shutdown signals |
Use independent high-temperature and low-flow protection where overheating or freezing is possible |
Good control prevents thermal excursions, protects the product, and maintains stable outlet conditions during throughput changes. |
Control-loop analysis, alarm review, interlock testing, and operating-mode simulation |
| Scale-Up and Validation |
Pilot data, laboratory heat-transfer coefficient, scale-up basis, and performance guarantee |
Validate at representative solids properties, throughput, moisture, and utility temperatures |
Bulk solids often change flow and heat-transfer behavior with scale, so geometry-only scale-up can be unreliable. |
Pilot testing or demonstration with measured duty, outlet uniformity, residence time, and product quality |