ROLLER EXPANSION
The most commonly use method of making tube/tube sheet
joints is roller expansion.
Roller expansion procedures for titanium tubes into tube sheets are similar to those used
for other materials. For best results, the tube sheet holes should be within the limits
specified by TEMA (Tubular Exchanger Manufacturers Association) for shell and tube heat
exchangers (Table 21) or within the limits specified by HEI
(Heat Exchange Institute) Standards for steam surface condensers.
There are three commonly used methods of determining the correct amount of expansion:
1. Measuring wall reduction
2. Simulating wall reduction by interference
3. Pull-out strength versus torque curve
The above pull-out test is preferable.
The suggested wall reduction for titanium tubes is 10%. Thus, in a .028" tube or a .020" tube, the
required reduction is .0028" or .0020". A small error in measurement can result in a large
deficiency in pull-out strength.
Using the interference fit method, four measurements are required:
1. Tube I.D.
2. Tube wall thickness
3. Tube sheet hole diameter
4. Tube O.D.
In this method, the increase in the I.D. of the tube is used to determine the theoretical decrease in
wall thickness.
For example, consider a 1" O.D. x .020" wall tube:
1. Tube I.D. measurement .964"
2. Tube wall thickness .020"
3. Tube sheet hole diameter 1.010"
4. Tube O.D. measurement 1.004"
The necessary inside expanded diameter for a 10% wall reduction is:
Tube I.D. .964"
Clearance between tube O.D. and hole .006"
10% wall reduction (.2x wall thickness) .004"
Expanded Tube I.D. .974"
This method is not preferred because it requires precise measurement. It also depends on the tube
sheet hole not enlarging.
The use of torque v.s pull out strength curve for determining the necessary amount of roller
expansion is on the increase. This is done by using a sample tube sheet of the same material and
thickness as the full-sized condenser and with drilled holes with the same spacing and tolerance as
the full-sized condenser or heat exchanger.
Tube samples about 12" long are sealed at one end either by crimping and welding or by welding
plugs in one end of the tube. The tubes are then roller expanded into holes at varying torques. The
usual range for this test is 7 to 12 ft. lbs.
When using a torque controlled air motor to drive the expander, it is important that it be calibrated
correctly. This can be done either in the field or in the laboratory by using a portable prony brake
such as the Coleco Power Tube Analyzer Model P-15 manufactured by Dresser Laboratories. For
thin wall tubes, a five-roller expander with a thin gauge collar, such as the Wilson 72D, is
recommended. Pull-out strengths are determined using a hydraulic tensile tester. The tubes can be
either pulled from the plugged end or pushed from the expanded end. If the push-out method is
used, a filler material such as sand should be placed inside the tube for the push rod to contact. It is
important that the level of the filler material in the tube be below the roller expanded area and that
the push rod is kept vertical and not in contact with the tube wall. If this is not done, erroneously
high pull-out values will result. When the ratio O.D./t is greater than 25, five roller expanders
should be used. For lower ratios, three roller expanders are generally satisfactory.
When doing the roller expansion, both the tube ends and the tube sheet holes should be wiped
clean of debris and soil. The presence of lubricating oil in the tube holes or on the tube's outside
surface can result in reduced pull-out strength and leak tightness of the finished roller expanded
joint. It is preferable that the tube ends be wiped also with a solvent such as acetone or methyl
ethyl ketone. Do not use chlorinated solvents or methanol.
The expander should also be inspected for cleanliness and should be free of dirt or other foreign
matter. The rolls and mandrel should be free to move and should be in good condition. Before
inserting the expander into a tube, the shutoff torque should be confirmed by using the prony brake,
then the expander should be properly lubricated with a water soluble lubricant, such as Wilson
Expander Lube. A suitable air-powered expander drive is Wilson Series 3A Torque-Air-Matic,
Catalog No. 40511, having a speed of 450 rpm and a maximum torque of 18 foot pounds.
The suggested torque for different tube sheet materials is shown in Figure 11. The torque should be
checked hourly using the pony brake. Additional lubricant should be used on the expander as
required. The rolls and mandrel should be inspected periodically for chipped rolls and/or mandrel damage.
Damaged pieces should be replaced immediately.
Roller expanded joints are not recommended for use with explosively bonded tube sheets. The material
used as the cladding is usually relatively thin, 3/16" - 1/4" max., and is almost always softer and
lower in strength than the tube material. Such roller-expanded joints have a history of leakage after short
periods of time. If the thickness of the cladding is increased so that leak integrity is not a problem, the
economics usually favor a solid titanium plate.