Zhi Zhu , Hao He , Tosin Famakinwa , Y.X. Zhang , Helen Wu , David Fox , Richard (Chunhui) Yang
{"title":"Digital transformation of conventional shell-tube heat exchanger using digital twinning and machine learning","authors":"Zhi Zhu , Hao He , Tosin Famakinwa , Y.X. Zhang , Helen Wu , David Fox , Richard (Chunhui) Yang","doi":"10.1016/j.csite.2026.107932","DOIUrl":null,"url":null,"abstract":"<div><div>Numerical simulation-based digital twins are emerging as a transformative technology capable of significantly enhancing operational efficiency and minimising costly maintenance and human intervention for smart products and services. However, the inherent limitations of physical monitoring and the uncertainties associated with product or service performance can be effectively addressed through the strategic application of parameterised numerical models combined with advanced machine learning (ML) algorithms. To address the research gap, this research investigates how a novel and systematic digital-twin-based design and analysis approach can facilitate the transformation of a conventional Shell-and-Tube Heat Exchanger (STHE) into a smart machine within the evolving framework of Industry 4.0. The methodology involves devising a data-driven digital twin (DT) for the STHE, utilising coupled Computational Fluid Dynamics (CFD) and Finite Element Analysis (FEA) simulations to numerically investigate key performance parameters. This process enables the integration of virtual sensors, the fusion of physical measurements, and the deployment of advanced machine learning algorithms to precisely identify critical points for sensor and actuator placement in an Internet of Things (IoT)-based machine condition monitoring (MCM) system. The developed STHE digital twin successfully demonstrates its capability to extract data of key performance parameters, which enables seamless integration with sensors and actuators. This digital twinning further empowers a digital design and prototyping process for visualiszed, real-time IoT based machine condition monitoring. Advanced ML algorithms are employed to identify the locations of the critical points in the STHE, where sensors are installed for IoT-based MCM. The developed STHE DT demonstrates its capability of extracting crucial data based on fundamental principles of mass, energy, and momentum, facilitating seamless integration with sensors. The underpinning concept, comprehensive methodological framework, and practical implementation process of the STHE digital twin presented herein provide a robust foundation. This work represents a significant scientific contribution towards enabling the transformation of conventional mechanical systems into intelligent, data-driven smart products, aligning with the objectives of Industry 4.0.</div></div>","PeriodicalId":9658,"journal":{"name":"Case Studies in Thermal Engineering","volume":"80 ","pages":"Article 107932"},"PeriodicalIF":6.6000,"publicationDate":"2026-04-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Case Studies in Thermal Engineering","FirstCategoryId":"5","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S2214157X26002947","RegionNum":2,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"2026/3/10 0:00:00","PubModel":"Epub","JCR":"Q1","JCRName":"THERMODYNAMICS","Score":null,"Total":0}
引用次数: 0
Abstract
Numerical simulation-based digital twins are emerging as a transformative technology capable of significantly enhancing operational efficiency and minimising costly maintenance and human intervention for smart products and services. However, the inherent limitations of physical monitoring and the uncertainties associated with product or service performance can be effectively addressed through the strategic application of parameterised numerical models combined with advanced machine learning (ML) algorithms. To address the research gap, this research investigates how a novel and systematic digital-twin-based design and analysis approach can facilitate the transformation of a conventional Shell-and-Tube Heat Exchanger (STHE) into a smart machine within the evolving framework of Industry 4.0. The methodology involves devising a data-driven digital twin (DT) for the STHE, utilising coupled Computational Fluid Dynamics (CFD) and Finite Element Analysis (FEA) simulations to numerically investigate key performance parameters. This process enables the integration of virtual sensors, the fusion of physical measurements, and the deployment of advanced machine learning algorithms to precisely identify critical points for sensor and actuator placement in an Internet of Things (IoT)-based machine condition monitoring (MCM) system. The developed STHE digital twin successfully demonstrates its capability to extract data of key performance parameters, which enables seamless integration with sensors and actuators. This digital twinning further empowers a digital design and prototyping process for visualiszed, real-time IoT based machine condition monitoring. Advanced ML algorithms are employed to identify the locations of the critical points in the STHE, where sensors are installed for IoT-based MCM. The developed STHE DT demonstrates its capability of extracting crucial data based on fundamental principles of mass, energy, and momentum, facilitating seamless integration with sensors. The underpinning concept, comprehensive methodological framework, and practical implementation process of the STHE digital twin presented herein provide a robust foundation. This work represents a significant scientific contribution towards enabling the transformation of conventional mechanical systems into intelligent, data-driven smart products, aligning with the objectives of Industry 4.0.
期刊介绍:
Case Studies in Thermal Engineering provides a forum for the rapid publication of short, structured Case Studies in Thermal Engineering and related Short Communications. It provides an essential compendium of case studies for researchers and practitioners in the field of thermal engineering and others who are interested in aspects of thermal engineering cases that could affect other engineering processes. The journal not only publishes new and novel case studies, but also provides a forum for the publication of high quality descriptions of classic thermal engineering problems. The scope of the journal includes case studies of thermal engineering problems in components, devices and systems using existing experimental and numerical techniques in the areas of mechanical, aerospace, chemical, medical, thermal management for electronics, heat exchangers, regeneration, solar thermal energy, thermal storage, building energy conservation, and power generation. Case studies of thermal problems in other areas will also be considered.