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TUBE EXPANSION ISSUES AND METHODS
Compiled by Mark Bloodworth
HydroSwage Product Manager
Haskel International Inc.
mbloodworth@haskel.com
Tight, durable seating of tubes in tubesheets is one of the critical functions in manufacturing
heat exchangers for high pressure steam generators, boilers for conventional power generation,
food and pharmaceutical processing systems and condensers. In selecting the best method for
expanding the tube within the sheet, producers must examine factors including safety, speed,
cost, operator skill requirements, repeatability and overall quality.
With the number of tubes in a sheet ranging from the hundreds to tens of thousands, and the
expansion process being done manually one by one, the stakes for achieving the best balance
of quality and cost are high.
This article will explore how the four common expansion, or swaging, methods in common use –
two hydraulic and two mechanical – meet those key considerations in various applications.
Tube & Tubesheet Issues
As a general rule the smaller the clearance the better, from the expanding point of view, no
matter what expanding method is used. What establishes the clearance used by manufacturers
is their ability to stuff the tubes through the tubesheets and baffles. This varies with the size of
the structure, its configuration and the tube diameter.
From a practical standpoint, the best quality will be obtained by using the TEMA Special Close
Fit drilling tolerances and adhering to tubing manufactured in complete conformity with Section
II of the ASME code.
To some degree, all tube-to-tubesheet joints leak. While welded expanded joints are the most
leak resistant, Hydrogen may pass through welded joints. When welding the tubes to the front
face of the tubesheet for tightness or strength, subsequent expanding beginning about 3/8" to
1/2" beyond the weld should be called out to avoid failure of the welds which may result due to
cyclical loads from vibration or various loadings to which the tubes are subject. Axial scratches
in the hole or tube material will cause leaks in any expanded tube to tubesheet joints, regardless
whether expanding by rolling, near contact explosions, compressing a rubber expander, or by
hydro-expanding. Therefore, it is recommended that scratched holes be reworked to be free of
axial scratches or an optimal groove be cut into the tubesheet.
Tube Expansion Methods
By expanding the tube inside the tubesheet, swaging ensures that the space between the two
components is always forced closed. Hydraulic expansion is the direct application of high
internal pressure within a tube or sleeve in order to form a tight joint between the tube and tube
sheet or a tight seal between the sleeve and tube. Two processes are used to accomplish such
expansions:
„h In direct hydraulic expansion, the tube is sealed at its expansion zone ends and fluid
pressure is applied directly to the inside surface of the tubular section being expanded.
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