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HTRI Training - Global Headquarters

Navasota, Texas, USA | February 06 - 09, 2023

Join us at the HTRI Global Headquarters in Navasota, Texas, USA, for four days of hands-on, case-based training. Register for one course or all three! Take advantage of this opportunity to improve your understanding of HTRI Xchanger Suite software.

The training schedule includes three courses, all taught by HTRI experts:

  • Xist Workshop
  • Process Heat Exchangers: Applications and Rules-of-Thumb Short Course
  • Xvib Workshop

HTRI continues to monitor guidance regarding COVID-19. While there are no local restrictions at this time, masks and gloves will be available for use if desired. 

Training Courses

Check-in begins at 8:00 AM. Courses run from 8:30 AM to 5:00 PM daily.

Course fees include arrival tea/coffee, lunches and snacks at breaks and training materials (workbooks, solutions booklets, and electronic copies of the case files). Computers with Xchanger Suite are available for use during the training event. Computers may be shared with other attendees.

Monday, February 06, 2023

    Xist Workshop  (US$450)

    Instructors: Lauren Moran and Lance Bishop

    This workshop is devoted to the shell-and-tube exchanger geometries handled only by Xist. The course focuses on the extensive options available in Xist and how you can use these methods effectively to solve several example problems. You will leave the class knowing how to take full advantage of the features this robust tool offers.

    Key Topics

    • Overview of Xist interface and the benefits of HTRI methods
    • Process specifications rules for rating, simulation, and design
    • Guidelines for specifying fluid properties
    • Description of Xist geometry input parameters and their defaults
    • Interpretation of Xist outputs for validation of unit performance

    Suggested Participants

    Designers of shell-and-tube heat exchangers and process engineers who evaluate their performance

Tuesday, February 07 - Wednesday, February 08, 2023

    Process Heat Exchangers: Applications and Rules-of-Thumb Short Course  (US$1200)

    Instructor: Tom Lestina

    Why select a horizontal instead of a vertical thermosiphon? How do you size a heat exchanger for an application? How much margin should you select? What are typical operating problems?

    This course focuses on developing design checklists and rules-of- thumb to help engineers avoid common problems in process heat transfer. It surveys common heat exchanger types used in the process industry including shell-and-tube, air-cooled, plate-frame, and plate- fin exchangers. Fundamentals of heat transfer and pressure drop are provided for single-phase, boiling, and condensing services. Selection criteria for common applications are discussed, guidelines for thermal design are provided, and detailed examples are summarized. Industry case studies of thermal design and operational problems are presented and lessons learned discussed.

    A copy of Process Heat Transfer: Principles, Applications, and Rules of Thumb, by Robert Serth and Thomas Lestina, is included with the course and serves as the primary reference for course material. Engineers who have recently graduated and more experienced engineers who are responsible for design and operation of process heat exchangers will find this course valuable.

    Key Topics

    • Types and applications of heat exchangers
    • Fundamentals of heat exchanger performance
    • Heat exchanger selection criteria
    • Single-phase applications and performance
    • Boiling applications and methods
    • Condensing applications and methods
    • Operational problems
    • Troubleshooting heat exchanger operation

    Suggested Participants

    Engineers—from novice to expert—who want to improve their design process and checklists

Thursday, February 09, 2023

    Xvib Workshop  (US$450)

    Instructors: Kevin Farrell and Matthew Berger

    Because vibration can cause critical operating problems in heat exchangers, it is important to analyze the potential for flow-induced vibration.

    This workshop teaches you how to develop an input file, interpret results, and obtain accurate prediction of the vibration potential for installed units. Using Xvib you’ll practice determining if a heat exchanger is susceptible to vibration damage.

    Key Topics

    • Analysis methods for fluidelastic instability and vortex shedding
    • Velocity profile development
    • Vibration susceptibility

    Suggested Participants

    Engineers responsible for the mechanical condition of shell-and-tube heat exchangers

Shannon Resendez
+1.979.690.5050 office
[email protected]


Matthew Berger
Matthew berger

Senior Project Engineer, Engineering Services, graduated with a BS in Mechanical Engineering from Texas A&M University, College Station, Texas, USA. While a co-op student at Gibbons Creek power plant, Berger performed performance reviews of pumps, pulverizers, and feedwater heaters. Following graduation, he progressed to project engineer and engineering manager roles for FTS International, leading engineering projects on various topics such as pulsation control, equipment redesign, software implementation, and vibration analysis. Since joining HTRI, his primary focus has been on proprietary contracts and the Edgeview software, as well as involvement in Technical Support and Training.

Lance Bishop
Lance bishop

Lead Test Engineer, Research & Technology Center, graduated with a BS in Mechanical Engineering from Texas A&M University, College Station, Texas, USA. He worked for over ten years as a Plant Engineer at NRG Energy, Inc., where he conducted testing on different plant equipment and process systems, and modeled physical systems to determine points of efficiency and predict process scenarios. At HTRI, Bishop performs experimental tests for multiple areas of research, as well as maintenance of data acquisition and calibration equipment.

Kevin Farrell
Kevin farrell

Principal Engineer, Computational Simulation & Validation, graduated from Pennsylvania State University, State College, Pennsylvania, USA, with his BS, MS, and PhD in Mechanical Engineering. His areas of expertise include fluid dynamics, vibration, and thermal engineering. His responsibilities at HTRI focus on flow- induced vibration, computational fluid dynamics (CFD), visualization studies, and fired heaters. Prior to joining HTRI, he worked for 16 years as a researcher and deputy head of the Fluid Machinery Department of the Applied Research Laboratory (ARL) at Pennsylvania State University. A member of ASME and ASTFE, Farrell is a licensed Professional Engineer (PE) in Pennsylvania and Texas.

Tom Lestina
Tom lestina

Senior Vice President, Engineering, has more than 25 years of engineering project management experience. He earned a BS in Mechanical Engineering from Union College, Schenectady, New York, USA, and an MS in Mechanical Engineering from Rensselaer Polytechnic Institute, Troy, NY. He is a member of ASME and serves on the technical committee for the ASME Performance Test Code 12.5, Single Phase Heat Exchangers. Prior to joining HTRI, he worked as a Lead Engineer for MPR Associates, Inc., Alexandria, Virginia, USA. His primary areas of responsibility include contract services, technical support, and training. He serves as principal subject matter expert on technical content for course and instructor materials, assists in developing and customizing training, and routinely teaches courses. Lestina is a licensed Professional Engineer (PE) in Texas.

Lauren V. Moran
Lauren v moran

Manager, Engineering Technical Support, graduated with a BS in Engineering from LeTourneau University, Longview, TX.  In her early career, she worked for National Aeronautics and Space Administration (NASA) contractors at the Johnson Space Center in Houston, Texas (TX). As a Systems Engineer, Lauren spent 5 years focused on projects related to the International Space Station and was certified as a console extravehicular robotics engineer and safety engineer in the Mission Control Center, also serving as the technical liaison between Boeing and the Canadian Space Agency.  She joined HTRI in 2006 in technical support and currently manages the technical support team.  She continues to engage in sales, training and priority contract’s activities. With nearly 15 years of experience helping end users effectively use HTRI products allows a unique perspective for HTRI research to software initiatives.


HTRI Conference Center

165 Research Dr.
Navasota, Texas, USA

Hotel Information

Residence Inn Bryan College Station
720 University Drive East
College Station, Texas, 77840, USA
Booking Link: HTRI Training Block Residence Inn Bryan College Station


Getting Around

Ground Shuttle
Roundtrip options for IAH to CLL