The following definitions will help explain the calculation of hole clearances
The tube OD tolerances depend on the tube manufacturer and his equipment and process. In the same way the tube sheet hole tolerances are a function of the hole making process. The best we can do is specify tolerances the manufacturer can achieve at a reasonable cost.
The designer of a vessel can control the clearance between tube OD and tube sheet hole diameter. But as noted above this will be a range.
The minimum clearance should be be such that the tube material once expanded into the tube undergoes plastic deformation; that is, the strain has exceeded the yield point. In most stainless steels there is no definite yield point, rather a 0.2% proof strain is regarded as the yield criterion. The criterion set for minimum clearance is thus 0.3% strain for no good reason other than it is greater than 0.2%.
The maximum clearance shall be such that the tube material is not strained more than 2.0%. See graph below (from Thum and Micleots)
It must be noted that both the minimum and maximum clearance criteria are somewhat arbitrary, but they have proved themselves in practice in a number of different types of vessels.
For this example we will consider a 2 in nominal diameter tube. The tube OD tolerance is given by the manufacturer as +/- 0.23 mm.
In order to get plastic deformation of the tube as it is expanded it must be strained more than 0.2%, say 0.3%
The hole is going to be drilled and an ISO tolerance of H12 is achievable ie the tube hole diameter is 51.18H12. The H12 tolerance is +0.000 +0.300
We will now check that the calculated clearances meet our criteria set above
In this example we will consider a 4 in nominal diameter tube. The tube OD tolerance is given by the manufacturer as +/- 0.38 mm.
In order to get plastic deformation of the tube as it is expanded it must be strained more than 0.2%, say 0.3%
The hole is going to be drilled and an ISO tolerance of H12 is achievable ie the tube hole diameter is 102.28H12. The H12 tolerance is +0.000 +0.350
We will now check that the calculated clearances meet our criteria set above