Salt and sediment fouling in heat exchangers: a bibliometric analysis 2010–2025

Review Article

Authors

  • Gianfranco Di Mattia-Castro Carrera de Ingeniería Industrial, Facultad de Ciencias de la Industria y Producción, Universidad Técnica Estatal de Quevedo. Quevedo, Ecuador. ORCID iD https://orcid.org/0009-0001-1048-9554
  • Víctor Moreno-Riquero Carrera de Ingeniería Industrial, Facultad de Ciencias de la Industria y Producción, Universidad Técnica Estatal de Quevedo. Quevedo, Ecuador. ORCID iD https://orcid.org/0000-0002-1516-5823
  • José Navia-Zamora Carrera de Ingeniería Industrial, Facultad de Ciencias de la Industria y Producción, Universidad Técnica Estatal de Quevedo. Quevedo, Ecuador. ORCID iD https://orcid.org/0009-0009-2442-0513
  • Marco Osorio-Trávez Carrera de Ingeniería Mecánica, Facultad de Ciencias de la Ingeniería, Universidad Técnica Estatal de Quevedo. Quevedo, Ecuador. ORCID iD https://orcid.org/0009-0009-8695-959X

DOI:

https://doi.org/10.33936/riemat.v11i1.8312

Keywords:

fouling, heat exchangers, crystallization, bibliometric analysis, machine learning

Abstract

Fouling caused by salt deposition and sediment accumulation in heat exchangers remains one of the most critical factors limiting thermal performance in process industries, directly affecting energy efficiency and operational costs. This study aimed to examine, through a bibliometric approach, the evolution, structure, and emerging trends of scientific production indexed in Scopus between 2010 and 2025 on crystallization and particulate fouling. A retrospective mixed-method design was adopted, integrating productivity, impact, and collaboration indicators using Bibliometrix/Biblioshiny, together with science mapping in VOSviewer to identify thematic clusters and collaboration networks. The final dataset comprised 682 journal articles, revealing sustained growth and a strong collaborative pattern (97.2% multi-authored publications). China, the United States, and Germany lead global output, while a small core of journals concentrates nearly one-third of the publications. Keyword co-occurrence analysis indicates a clear transition from predominantly experimental studies focused on thermal resistance and crystallization mechanisms toward a dual paradigm that combines computational fluid dynamics and, more recently, machine learning–based predictive modeling. Gaps persist in the integration between thermal engineering and data-driven approaches, as well as in the explicit linkage to sustainable energy agendas. The findings provide a comprehensive intellectual mapping that supports strategic research planning and technological development in applied thermal engineering.

Downloads

Download data is not yet available.

References

Abuwatfa, W. H., Awad, M., & Al-Asheh, S. (2023). Machine intelligence for fouling prediction in heat exchangers for industrial and economic growth in Industry 4.0 landscape. Chemical Engineering Research and Design, 194, 150–165. https://doi.org/10.1016/j.cherd.2023.04.012

Aria, M., & Cuccurullo, C. (2017). bibliometrix: An R-tool for comprehensive science mapping analysis. Journal of Informetrics, 11(4), 959–975. https://doi.org/10.1016/j.joi.2017.08.007

Awais, M., & Bhuiyan, A. A. (2019). Recent advancements in impedance of fouling resistance and particulate depositions in heat exchangers. International Journal of Heat and Mass Transfer, 141, 580–603. https://doi.org/10.1016/j.ijheatmasstransfer.2019.07.011

Benzarti, Z., Arrousse, N., Serra, R., Cruz, S., Bastos, A., Tedim, J., Salgueiro, R., Cavaleiro, A., & Carvalho, S. (2023). Copper corrosion mechanisms, influencing factors, and mitigation strategies for water circuits of heat exchangers: Critical review. Energies, 16(6), 2812. https://doi.org/10.3390/en16062812

Berce, P., Smith, J., & Li, Y. (2021). Effect of temperature and concentration on scale deposition on surfaces. Applied Thermal Engineering, 185, 116345. https://doi.org/10.1016/j.applthermaleng.2020.116345

Bogojeski, M., Sauer, S., Horn, F., & Müller, K.-R. (2021). Forecasting Industrial Aging Processes with Machine Learning Methods. Computers & Chemical Engineering, 144, 107123. https://doi.org/10.1016/j.compchemeng.2020.107123

Bott, T. R. (1995). Fouling of Heat Exchangers. Elsevier Science. https://doi.org/10.1016/B978-044489680-7/50000-1

Donthu, N., Kumar, S., Mukherjee, D., Pandey, N., & Lim, W. M. (2021). How to conduct a bibliometric analysis: An overview and guidelines. Journal of Business Research, 133, 285–296. https://doi.org/10.1016/j.jbusres.2021.04.070

Du, X., & others. (2023). Recent advances in the applications of machine learning methods for heat exchanger modeling—a review. Frontiers in Energy Research, 11, 1260000. https://doi.org/10.3389/fenrg.2023.1260000

Epstein, N. (1983). Thinking about heat transfer fouling: A 5 × 5 matrix. Heat Transfer Engineering, 4(1), 43–56. https://doi.org/10.1080/01457638308939836

Garrett-Price, B. A., Smith, S. A., Watts, R. L., Knudsen, J. G., Marner, W. J., & Suitor, J. W. (1985). Fouling of Heat Exchangers: Characteristics, Costs, Prevention, Control, and Removal.

Goswami, A., Pillai, S. C., & McGranaghan, G. (2023). Micro/nanoscale surface modifications to combat heat exchanger fouling. Chemical Engineering Journal Advances, 16, 100519. https://doi.org/10.1016/j.ceja.2023.100519

Han, Y., Chen, X., & Wang, Q. (2020). Eulerian modeling of particle deposition and fouling in heat transfer systems. Heat Transfer Engineering, 41(12), 1012–1025. https://doi.org/10.1080/01457632.2019.1613955

Helalizadeh, A., Müller-Steinhagen, H., & Jamialahmadi, M. (2005). Mathematical modelling of mixed salt precipitation during convective heat transfer and sub-cooled flow boiling. Chemical Engineering Science, 60(18), 5078–5088. https://doi.org/10.1016/j.ces.2005.03.040

Herz, A., Malayeri, M. R., & Müller-Steinhagen, H. (2021). A Review of Crystallization Fouling in Heat Exchangers. Processes, 9(8), 1356. https://doi.org/10.3390/pr9081356

Ikram, K., Djilali, K., Abdennasser, D., Al-Sabur, R., Ahmed, B., & Sharkawy, A.-N. (2024). Comparative analysis of fouling resistance prediction in shell and tube heat exchangers using advanced machine learning techniques. Research on Engineering Structures and Materials, 10(1), 253–270. https://doi.org/10.17515/resm2023.858en0816

Ishiyama, E. M., Coletti, F., Macchietto, S., Paterson, W. R., & Wilson, D. I. (2010). Impact of deposit ageing on thermal fouling: Lumped parameter model. AIChE Journal, 56(2), 531–545. https://doi.org/10.1002/aic.11985

Jackowski, F., Coletti, F., & Macchietto, S. (2021). Impact of non-uniform fouling on operating temperatures in heat exchanger networks. Proceedings of the International Conference on Heat Exchanger Fouling and Cleaning, 24–31. https://heatexchanger-fouling.com/wp-content/uploads/2021/09/24_Jackowski_F.pdf

Jin, Y., Liu, Z., & Zhang, H. (2021). Predictive modeling of heat exchanger fouling dynamics using deep learning temporal attention mechanisms. Energy, 230, 120819. https://doi.org/10.1016/j.energy.2021.120819

Kapustenko, P., Klemeš, J. J., & Arsenyeva, O. (2023). Plate heat exchangers fouling mitigation effects in heating of water solutions: A review. Renewable and Sustainable Energy Reviews, 179, 113283. https://doi.org/10.1016/j.rser.2023.113283

Kern, D. Q., & Seaton, R. E. (1959). A theoretical analysis of thermal surface fouling. British Chemical Engineering, 4(5), 258–262.

Kirby, A. (2023). Exploratory Bibliometrics: Using {VOSviewer} as a Preliminary Research Tool. Publications, 11(1), 10. https://doi.org/10.3390/publications11010010

Maddahi, M. H., Hatamipour, M. S., & Jamialahmadi, M. (2023). Experimental/Numerical Investigation and Prediction of Fouling in Multiphase Flow Heat Exchangers: A Review. Energies, 16(6), 2812. https://doi.org/10.3390/en16062812

Martins, J., Gonçalves, R., & Branco, F. (2024). A bibliometric analysis and visualization of e-learning adoption using {VOSviewer}. Universal Access in the Information Society, 23(3), 1177–1191. https://doi.org/10.1007/s10209-022-00953-0

Marzouk, S. A., Abou Al-Sood, M. M., El-Said, E. M. S., Younes, M. M., & El-Fakharany, M. K. (2023). Experimental and numerical investigation of a novel fractal tube configuration in helically tube heat exchanger. International Journal of Thermal Sciences, 187, 108175. https://doi.org/10.1016/j.ijthermalsci.2023.108175

Melesse, T. Y., Di Pasquale, V., & Riemma, S. (2020). Digital Twin Models in Industrial Operations: A Systematic Literature Review. Procedia Manufacturing, 42, 267–272. https://doi.org/10.1016/j.promfg.2020.02.084

Moral-Muñoz, J. A., Herrera-Viedma, E., Santisteban-Espejo, A., & Cobo, M. J. (2020). Software tools for conducting bibliometric analysis in science: An up-to-date review. Profesional de La Informacion, 29(1), e290103. https://doi.org/10.3145/epi.2020.ene.03

Müller-Steinhagen, H., Malayeri, M. R., & Watkinson, A. P. (2011). Heat exchanger fouling: Mitigation and cleaning strategies. Heat Transfer Engineering, 32(3–4), 189–196. https://doi.org/10.1080/01457632.2010.503108

Nizam, M., Rahman, A., & Khalid, M. (2022). IoT-based sensor networks and advanced analytics for monitoring heat exchanger performance. Sensors and Actuators A: Physical, 341, 113570. https://doi.org/10.1016/j.sna.2022.113570

Pääkkönen, T. M., Riihimäki, M., Simonson, C. J., Muurinen, E., & Keiski, R. L. (2012). Crystallization fouling of {CaCO₃} -- {A}nalysis of experimental thermal resistance and its uncertainty. International Journal of Heat and Mass Transfer, 55(23–24), 6927–6937. https://doi.org/10.1016/j.ijheatmasstransfer.2012.07.006

Page, M. J., McKenzie, J. E., Bossuyt, P. M., Boutron, I., Hoffmann, T. C., Mulrow, C. D., Shamseer, L., Tetzlaff, J. M., Akl, E. A., Brennan, S. E., & others. (2021). The PRISMA 2020 statement: an updated guideline for reporting systematic reviews. Systematic Reviews, 10(1), 1–11.

Pan, M., Bulatov, I., & Smith, R. (2016). Improving heat recovery in retrofitting heat exchanger networks with heat transfer intensification, pressure drop constraint, and fouling mitigation. Applied Energy, 161, 611–626. https://doi.org/10.1016/j.apenergy.2015.10.043

Pena, A. R., Cambronel, D. M., Ochoa, G. V, & Henr’iquez, L. V. (2022). Research Trends of Waste Heat Recovery Technologies: A Bibliometric Analysis from 2010 to 2020. International Journal of Energy Economics and Policy, 12(5), 132–137. https://doi.org/10.32479/ijeep.13293

Shaikh, K., Newaz, K. M. S., Zubir, M. N. M., Wong, K. H., Khan, W. A., Abdullah, S., Alam, M. S., & Sugumaran, L. (2023). A review of recent advancements in the crystallization fouling of heat exchangers. Journal of Thermal Analysis and Calorimetry, 148(22), 12369–12392. https://doi.org/10.1007/s10973-023-12544-z

Sundar, S., Rajagopal, M. C., Zhao, H., Kuntumalla, G., Meng, Y., Chang, H.-C., Shao, C., Ferreira, P., Miljkovic, N., Sinha, S., & Salapaka, S. (2020). Fouling modeling and prediction approach for heat exchangers using deep learning. International Journal of Heat and Mass Transfer, 159, 120112. https://doi.org/10.1016/j.ijheatmasstransfer.2020.120112

United Nations. (2015). Transforming Our World: The 2030 Agenda for Sustainable Development.

van Eck, N. J., & Waltman, L. (2010). Software survey: VOSviewer, a computer program for bibliometric mapping. Scientometrics, 84(2), 523–538. https://doi.org/10.1007/s11192-009-0146-3

Villa, L., & Brusamarello, C. Z. (2025). Application of machine learning in monitoring fouling in heat exchangers in chemical engineering: A systematic review. The Canadian Journal of Chemical Engineering, 103(2), 615–628. https://doi.org/10.1002/cjce.25480

Wang, X., Wang, B., Yang, W., & Xu, Z. (2023). Anti-scale and anti-corrosion properties of PDA/PTFE superhydrophobic coating on metal surface. Chemical Industry and Engineering Progress, 42(8), 4315–4321. https://doi.org/10.16085/j.issn.1000-6613.2023-0145

Yan, Z., Zhou, D., Zhang, Q., Zhu, Y., & Wu, Z. (2023). A critical review on fouling influence factors and antifouling coatings for heat exchangers of high-salt industrial wastewater. Desalination, 556, 116568. https://doi.org/10.1016/j.desal.2023.116568

Zupic, I., & Čater, T. (2015). Bibliometric Methods in Management and Organization. Organizational Research Methods, 18(3), 429–472. https://doi.org/10.1177/1094428114562629

Published

2026-06-01