Four steps
Decide plate, wide-gap plate, tube-in-tube or straight tube from what is actually in the stream, then settle two layout questions: whether raw and pasteurized milk may share one gasket, and how much regeneration the frame should carry. Those three answers fix the shape of the unit before any area is calculated.
Pin down fat and total solids, the product flow in lb/h or gal/h, inlet and outlet temperatures on the product side, and the utility with its supply and return temperatures. From those we work out the heat load, the approach and the surface, and we flag any pressure drop the line cannot spare.
Collect what the price depends on into one request: product, solids, particulates, flows, temperatures on both sides, utility, regeneration, 3-A and PMO status, and whether this is a complete unit or a pack or bundle swap. A request with every field filled is usually priced without a round of follow-up questions.
Already running a plate frame or a tubular unit? Start from the nameplate, the plate count, the gap and the pass arrangement. We supply new plates, new gaskets, new tube bundles or a complete equivalent unit, built to the duty the old exchanger was doing rather than to its catalog number alone.
Fat is the first thing that shifts a selection. Milk with a few percent fat behaves close to water in a plate channel. Past about 30 percent fat, cream thickens sharply as it cools, a standard plate stops distributing it evenly, and the contact points start to foul. The answer there is a wide-gap plate with a 6–12 mm channel, or a tubular unit. Ice cream mix, with its sugar, stabilizer and high total solids, sits on the same side of that line even at modest fat. Fat also decides the gasket: EPDM on milk and whey, nitrile where cream and butter cream would swell it.
Particulates and shear move it next. Cheese fines in whey, fruit pulp and visible pieces bridge a plate gap, and a set yogurt curd broken for cooling loses body if it is forced through tight channels. Tube-in-tube handles both, with a single-tube bore when pieces approach an inch. A plant that must open and brush the product side by hand, or a UHT line running at 280°F and above, ends up on straight tube or shell-and-tube, whatever the product. Ask what the product looks like at the coldest point inside the unit, and most of these choices settle quickly.
Two layout questions sit on top of the construction. A milk-to-milk regenerator typically recovers 85–94% of the heat, and every point added means more plates and a longer frame. Where raw and pasteurized milk meet across one plate, the pasteurized side has to stay at least 1 psi higher than the raw side, and some plants add double-wall plates as a second barrier behind that margin. Match the Product takes all three choices in order, and Size the Duty picks up from there.
Wide gap plate vs tube for dairy: why thin milk runs in plates, cream and mix in wide gap, and broken curd or pieces in tube-in-tube or straight tube.
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A heat exchanger quote checklist for dairy duty: each field we price from, from fat and particulates to approach and 3-A, and why each moves the price.
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Heat exchanger replacement for dairy plants: new plates and gaskets, new tube bundles, drop-in units, and a look-up by manufacturer and model.
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