HVAC Systems Encyclopedia

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Carbonation in Soft Drink Production

Overview

Carbonation represents a critical refrigeration-intensive process in soft drink production where carbon dioxide is dissolved into liquid beverages under controlled temperature and pressure conditions. The efficiency of CO2 absorption directly depends on maintaining precise low temperatures, typically 1-4°C, which fundamentally governs the refrigeration system design and capacity requirements for beverage processing facilities.

The dissolution of CO2 into water or flavored beverages follows Henry’s Law, where gas solubility increases proportionally with partial pressure and inversely with temperature. This physical relationship establishes the foundation for carbonator refrigeration system design, requiring substantial cooling capacity to remove heat of dissolution while maintaining the thermal conditions necessary for target carbonation levels.

Henry’s Law and CO2 Solubility

Fundamental Relationship

The dissolution of carbon dioxide in aqueous beverages follows Henry’s Law:

C = kH × P

Where:

  • C = CO2 concentration in liquid (mol/L or volumes)
  • kH = Henry’s Law constant (mol/(L·atm))
  • P = Partial pressure of CO2 (atm)

The Henry’s Law constant varies significantly with temperature according to the van’t Hoff equation:

kH(T) = kH(T0) × exp[d(ln kH)/d(1/T) × (1/T - 1/T0)]

For CO2 in water at standard conditions:

  • kH at 0°C: 0.0769 mol/(L·atm)
  • kH at 25°C: 0.0343 mol/(L·atm)

Carbonation Volumes

Carbonation level is expressed in “volumes of CO2,” defined as the volume of CO2 gas at standard temperature and pressure (0°C, 1 atm) that dissolves in an equal volume of liquid:

Volumes CO2 = (VCO2 at STP) / Vliquid

One volume of CO2 equals 1.96 g CO2 per liter of water at STP.

Temperature-Solubility Relationship

CO2 solubility decreases exponentially with increasing temperature:

Temperature (°C)CO2 Solubility at 30 psi (volumes)CO2 Solubility at 60 psi (volumes)CO2 Solubility at 90 psi (volumes)
04.228.4512.67
23.957.9011.85
43.707.4011.10
63.476.9410.41
83.266.529.78
103.076.149.21
152.635.267.89
202.284.566.84

This table demonstrates why tight temperature control at 1-4°C maximizes carbonation efficiency while minimizing CO2 consumption and pressure requirements.

Target Carbonation Levels

Different beverage categories require specific carbonation levels to achieve desired sensory characteristics:

Beverage TypeTypical Carbonation (volumes CO2)Operating Pressure (psig)Temperature (°C)
Still water0.0-0.5N/A4-8
Lightly carbonated water2.0-2.520-301-3
Sparkling water3.0-4.035-501-3
Soft drinks (cola)3.7-4.245-601-2
Soft drinks (citrus)3.2-3.840-551-3
Soft drinks (root beer)4.0-4.550-650-2
Beer (lager)2.5-2.730-400-2
Beer (ale)1.5-2.020-302-4

Higher carbonation levels demand lower temperatures and higher pressures, directly impacting refrigeration system capacity and operating costs.

Carbonation Temperature Requirements

Primary Temperature Control

Optimal carbonation occurs at 1-4°C for most soft drink applications:

1-2°C (33.8-35.6°F):

  • Maximum CO2 solubility
  • Required for high carbonation products (4.0-4.5 volumes)
  • Higher refrigeration capacity demand
  • Lower CO2 consumption per unit volume
  • Extended residence time may be reduced

2-3°C (35.6-37.4°F):

  • Standard soft drink carbonation range
  • Balance between efficiency and energy use
  • Suitable for 3.5-4.2 volumes carbonation
  • Most common operating point

3-4°C (37.4-39.2°F):

  • Lower carbonation applications (3.0-3.5 volumes)
  • Reduced refrigeration load
  • Increased CO2 pressure required
  • Longer residence times needed

Temperature Uniformity

Temperature variation within the carbonator vessel must be minimized:

  • Maximum allowable variation: ±0.5°C
  • Preferred variation: ±0.2°C
  • Non-uniform temperature creates stratification and uneven carbonation

Pre-Cooling Requirements

Water and syrup must be pre-cooled before carbonation:

Water pre-cooling:

  • Inlet temperature: 10-20°C (ambient/treated water temperature)
  • Target temperature: 1-4°C
  • Cooling load: 15-40 kJ/kg (3.6-9.6 kcal/kg)
  • Typical heat exchanger effectiveness: 85-95%

Syrup pre-cooling:

  • Inlet temperature: 20-25°C (ambient storage temperature)
  • Target temperature: 4-6°C
  • Cooling load: 30-50 kJ/kg (7.2-12.0 kcal/kg)
  • Higher viscosity requires larger heat transfer surfaces

Pressure-Temperature Relationships

Operating Pressure Calculation

The required carbonator pressure depends on target carbonation level and temperature. Using Henry’s Law modified for practical units:

P (psig) = [(V × 1.96) / kH(T)] - 14.7

Where:

  • P = gauge pressure (psig)
  • V = desired volumes of CO2
  • 1.96 = conversion factor (g CO2/L per volume)
  • kH(T) = temperature-dependent Henry’s constant
  • 14.7 = atmospheric pressure correction (psi)

Pressure Control

Carbonator pressure control maintains consistent CO2 dissolution:

Pressure regulation methods:

  • Back-pressure regulator on CO2 supply
  • Automatic pressure control valve
  • Level-pressure cascade control
  • Multi-stage pressure reduction

Typical pressure ranges:

  • Low carbonation (2.0-3.0 volumes): 25-40 psig at 2°C
  • Medium carbonation (3.0-4.0 volumes): 40-55 psig at 2°C
  • High carbonation (4.0-4.5 volumes): 55-70 psig at 1°C

Safety Pressure Relief

Carbonator vessels require pressure relief protection:

  • Primary relief valve set point: 110-125% design pressure
  • Secondary relief valve: 125-150% design pressure
  • Typical design pressure: 100-150 psig
  • Rupture disc backup: 150-200% design pressure

Carbonator Types and Design

Counter-Current Carbonators

Counter-current carbonators provide efficient CO2 dissolution with compact footprint:

Design features:

  • Vertical pressure vessel: 100-200 psig design pressure
  • Water flows downward, CO2 flows upward
  • Multiple distribution nozzles or plates
  • Height: 3-8 meters depending on capacity
  • Diameter: 0.5-2.5 meters
  • Residence time: 3-8 minutes

Heat transfer considerations:

  • Cooling jacket on vessel exterior
  • Glycol or ammonia refrigerant in jacket
  • Heat flux: 2,000-5,000 W/m²
  • Jacket surface area: 10-50 m² depending on capacity
  • Internal baffles enhance mixing and cooling

Performance characteristics:

  • CO2 efficiency: 95-98%
  • Temperature rise during carbonation: 0.5-1.5°C
  • Pressure drop: 5-15 psi
  • Turndown ratio: 30-100% of design flow

Inline Carbonators

Inline or injector-type carbonators carbonate beverage in a pipe flow:

Design features:

  • CO2 injection through venturi or sparger
  • Static mixer elements downstream
  • Cooling coil integrated or separate
  • Compact design, minimal footprint
  • Residence time: 15-60 seconds

Operating parameters:

  • Flow velocity: 1.5-3.0 m/s
  • Mixing length: 10-30 pipe diameters
  • Pressure drop: 10-25 psi
  • Temperature control: ±0.5°C

Advantages:

  • Continuous operation
  • Low holdup volume
  • Rapid response to flow changes
  • Easy sanitation (CIP compatible)

Limitations:

  • Requires precise pre-cooling
  • Less forgiving of temperature variations
  • Higher CO2 loss if not optimized

Batch Carbonators

Batch carbonators are used for smaller production or specialty beverages:

Design features:

  • Horizontal or vertical pressure vessel
  • Agitation via mechanical stirrer or recirculation
  • Jacketed cooling
  • Capacity: 500-10,000 liters
  • Cycle time: 10-30 minutes

Operating characteristics:

  • Fill → Cool → Carbonate → Discharge sequence
  • Temperature control: ±0.3°C during carbonation
  • Pressure ramping to prevent foaming
  • CO2 efficiency: 90-95%

Refrigeration System Design

Cooling Load Components

Total refrigeration load for carbonation systems includes multiple components:

1. Product sensible cooling:

Qsensible = ṁ × cp × ΔT

Where:

  • ṁ = mass flow rate of beverage (kg/s)
  • cp = specific heat of beverage (≈4.0 kJ/kg·K for water-based drinks)
  • ΔT = temperature reduction (K)

For 10,000 L/h (2.78 kg/s) cooled from 20°C to 2°C:

Qsensible = 2.78 kg/s × 4.0 kJ/kg·K × 18 K = 200.2 kW (56.9 tons)

2. Heat of CO2 dissolution: CO2 dissolution is exothermic, releasing heat that must be removed:

Qdissolution = ṁCO2 × ΔHdiss

Where:

  • ṁCO2 = CO2 mass flow rate (kg/s)
  • ΔHdiss = heat of dissolution ≈ 25 kJ/mol CO2 = 568 kJ/kg CO2

For 4.0 volumes CO2 in 10,000 L/h water:

  • CO2 mass = 10,000 L/h × 4.0 volumes × 1.96 g/L = 78.4 kg/h = 0.0218 kg/s
Qdissolution = 0.0218 kg/s × 568 kJ/kg = 12.4 kW (3.5 tons)

3. Heat infiltration: Heat gain from ambient conditions, pumps, and piping:

Qinfiltration = (U × A × ΔT) + Qpumps + Qpiping

Typical range: 5-15% of product cooling load

4. Safety factor: Standard design practice includes 10-20% safety margin for:

  • Future capacity expansion
  • Ambient temperature variations
  • Process upsets or higher inlet temperatures

Total refrigeration capacity:

Qtotal = Qsensible + Qdissolution + Qinfiltration + Qsafety

For the example above:

Qtotal = 200.2 + 12.4 + 21.3 (10%) + 23.4 (10%) = 257.3 kW (73.2 tons)

Refrigeration System Architecture

Direct expansion systems (small-medium capacity):

  • Refrigerant: R-404A, R-507A, or R-448A/R-449A (lower GWP alternatives)
  • Evaporator temperature: -8 to -5°C (17.6-23°F)
  • Condensing temperature: 35-45°C (95-113°F)
  • Compressor type: Scroll or screw for 20-200 ton capacity
  • Expansion device: Electronic expansion valve (EEV) with superheat control

Glycol secondary loop (medium-large capacity):

  • Glycol concentration: 25-35% propylene glycol
  • Glycol supply temperature: -3 to -1°C (26.6-30.2°F)
  • Glycol return temperature: 2-4°C (35.6-39.2°F)
  • Flow rate: 1.5-2.0 GPM per ton of cooling
  • Central chiller: Ammonia or HFC/HFO refrigerant
  • Distribution pumps: Variable speed for optimization

Ammonia direct expansion (large capacity):

  • Industrial facilities with high capacity requirements
  • Evaporator temperature: -6 to -3°C (21.2-26.6°F)
  • Liquid recirculation overfeed systems common
  • Overfeed ratio: 3:1 to 6:1
  • Compressor type: Screw, reciprocating, or centrifugal
  • Engine room location separate from process areas

Heat Exchanger Selection

Plate heat exchangers (PHE): Most common for beverage cooling applications:

  • Overall heat transfer coefficient: 3,000-5,000 W/m²·K
  • Approach temperature: 1-2°C achievable
  • Pressure drop: 20-50 kPa (3-7 psi) per side
  • 316L stainless steel construction
  • Sanitary design with CIP capability
  • Easy expansion by adding plates

Shell and tube heat exchangers: Used for larger capacities or higher pressures:

  • Overall heat transfer coefficient: 1,500-2,500 W/m²·K
  • Approach temperature: 2-3°C typical
  • 316L stainless steel tubes, carbon steel or stainless shell
  • Removable tube bundle for cleaning
  • Higher capital cost than PHE

Scraped surface heat exchangers: For high-sugar syrups or viscous products:

  • Overall heat transfer coefficient: 500-1,500 W/m²·K
  • Prevents fouling and crystallization
  • Mechanical scraping of heat transfer surface
  • High power consumption
  • Specialized maintenance requirements

Temperature Control Strategies

Cascade control: Primary loop controls refrigerant or glycol supply temperature; secondary loop controls beverage temperature:

  • Fast response to process upsets
  • Decouples refrigeration system dynamics from process
  • Requires two PID controllers in series

Feedforward control: Adjusts cooling based on measured inlet temperature and flow:

Cooling adjustment = K × ṁ × (Tinlet - Tsetpoint)
  • Anticipates disturbances before they affect outlet temperature
  • Reduces temperature variation
  • Requires accurate flow and temperature measurement

Adaptive control: Automatically tunes PID parameters based on system response:

  • Compensates for fouling, capacity changes, ambient variations
  • Maintains optimal control performance over time
  • Requires advanced control platform (PLC or DCS)

Equipment Specifications

Carbonator Vessel Specifications

Materials of construction:

  • Pressure vessel shell: 304L or 316L stainless steel
  • Thickness: 6-12 mm depending on diameter and pressure rating
  • Internal surfaces: Electropolished to Ra ≤ 0.8 μm
  • External jacket: 304 stainless steel, insulated
  • Insulation: 50-100 mm closed-cell polyurethane foam
  • Outer cladding: Stainless steel or aluminum

Design codes:

  • ASME Section VIII Division 1 (USA)
  • PED 2014/68/EU (Europe)
  • Design pressure: 150-200 psig typical
  • Design temperature: -10 to 50°C
  • Hydrostatic test pressure: 1.5 × design pressure

Nozzles and connections:

  • Water inlet: 2-6 inch, bottom entry
  • CO2 inlet: 0.5-1.5 inch, bottom entry with diffuser
  • Carbonated beverage outlet: 2-6 inch, top exit
  • Cooling jacket inlet/outlet: 1-3 inch
  • Pressure relief: 1-2 inch, top mounted
  • Instrumentation ports: 0.5-1 inch, various locations
  • CIP spray ball: 1-2 inch, top mounted

Cooling System Components

Refrigeration compressors:

Capacity Range (tons)Compressor TypeTypical Efficiency (kW/ton)Turndown Capability
5-50Scroll0.95-1.15Variable speed: 25-100%
30-300Screw0.85-1.05Slide valve + VFD: 10-100%
100-2000Centrifugal0.50-0.65Inlet vanes + VFD: 10-100%
20-500Reciprocating0.90-1.10Cylinder unloading: 25-100%

Evaporators:

  • Plate heat exchanger evaporators: 10-500 tons per unit
  • Shell and tube evaporators: 50-2000 tons per unit
  • Direct expansion: -8 to -5°C evaporator temperature
  • Flooded: -6 to -3°C evaporator temperature
  • Material: 316L stainless steel (beverage side)

Condensers:

  • Air-cooled: Simple, lower maintenance, higher operating cost
  • Evaporative: Lower operating cost, higher maintenance, water consumption
  • Water-cooled: Lowest energy use, requires cooling tower or city water

Pumps:

  • Beverage transfer: Centrifugal or positive displacement
  • Material: 316L stainless steel
  • Sanitary design: 3-A certified
  • Seal type: Mechanical seal with product-compatible elastomers
  • Glycol circulation: Centrifugal with variable frequency drive

Instrumentation and Control

Temperature sensors:

  • Type: RTD (Pt100 or Pt1000), Class A accuracy
  • Accuracy: ±0.15°C at 0°C
  • Response time: T90 < 10 seconds in flowing liquid
  • Sanitary thermowell: 316L stainless steel
  • Locations: Inlet, outlet, carbonator internal, refrigerant/glycol

Pressure sensors:

  • Type: Piezo-resistive or capacitive
  • Range: 0-100 to 0-200 psig depending on location
  • Accuracy: ±0.25% full scale
  • Sanitary connection: Flush diaphragm, 316L stainless steel
  • Locations: Carbonator vessel, CO2 supply, beverage inlet/outlet

Flow meters:

  • Beverage flow: Electromagnetic or Coriolis
  • CO2 flow: Mass flow meter (thermal or Coriolis)
  • Refrigerant flow: Coriolis mass flow meter
  • Accuracy: ±0.5% for electromagnetic, ±0.1% for Coriolis
  • Sanitary design with CIP capability

Level measurement:

  • Type: Differential pressure or guided wave radar
  • Accuracy: ±5 mm in carbonator vessel
  • Purpose: Inventory control, foam detection, process stability

Control system:

  • PLC (Programmable Logic Controller) for process control
  • HMI (Human-Machine Interface) for operator interaction
  • SCADA for data logging and remote monitoring
  • Integration with plant-wide MES (Manufacturing Execution System)

CO2 Supply and Management

CO2 Source Options

Bulk liquid CO2:

  • Delivered by tanker truck to on-site storage tank
  • Storage pressure: 250-300 psig
  • Storage temperature: -18 to -20°C (0 to -4°F)
  • Purity: Beverage grade (99.9% minimum)
  • Tank capacity: 6-30 tons typical
  • Vaporization via ambient or refrigerated vaporizers

CO2 generation on-site:

  • Combustion of natural gas or other fuel
  • Fermentation recovery (breweries)
  • Requires extensive purification
  • Capital intensive but lower operating cost at large scale
  • Purity control critical for beverage quality

CO2 Feed System

Pressure reduction: CO2 supply pressure (250+ psig) must be reduced to carbonator operating pressure (40-70 psig):

  • Primary regulator: Reduces to 150-200 psig
  • Secondary regulator: Reduces to carbonator pressure + 10-20 psi
  • Pressure relief valves at each stage
  • Pressure gauges for monitoring

Flow control:

  • Mass flow controller for precise CO2 dosing
  • Flow range: 10-200% of design flow
  • Accuracy: ±1-2% of setpoint
  • Response time: < 2 seconds
  • Automatic adjustment based on beverage flow rate

CO2 quality monitoring:

  • Dew point monitor: Ensures CO2 is dry (< -40°C dew point)
  • Oxygen analyzer: Verifies low O2 content (< 30 ppm)
  • Purity certification from supplier
  • Periodic laboratory testing

CO2 Loss Minimization

CO2 losses occur at multiple points in the carbonation process:

Carbonator efficiency:

  • Counter-current design: 95-98% absorption
  • Inline injector: 90-95% absorption
  • Batch: 90-95% absorption
  • Unabsorbed CO2 vented requires recovery or loss to atmosphere

Filler losses:

  • Bowl filler: 5-15% CO2 loss
  • Counter-pressure filler: 2-8% CO2 loss
  • Electronic filler: 1-5% CO2 loss
  • Proper adjustment critical to minimize losses

CO2 recovery systems: Larger facilities recover unabsorbed and filler vent CO2:

  • Compression of vent gas
  • Moisture removal via desiccant or refrigeration
  • Return to liquid CO2 storage
  • Payback period: 1-3 years depending on scale
  • Recovery efficiency: 60-85%

Energy Efficiency Optimization

Refrigeration Efficiency

Evaporator temperature optimization: Higher evaporator temperature reduces compressor work:

  • Each 1°C increase in evaporator temperature reduces energy by 2-4%
  • Limit: Must maintain carbonator at 1-4°C
  • Approach temperature of 3-5°C typical (beverage at 2°C, evaporator at -3°C)
  • Fouling increases approach temperature, reducing efficiency

Condensing temperature optimization: Lower condensing temperature reduces compressor work:

  • Each 1°C decrease in condensing temperature reduces energy by 2-3%
  • Air-cooled condensers: Use variable speed fans, free cooling when possible
  • Evaporative condensers: Maintain proper water flow and treatment
  • Water-cooled: Optimize cooling tower operation

Compressor capacity control:

  • Variable speed drives (VFD) on compressor motors
  • Part-load efficiency significantly better than on/off cycling
  • Energy savings: 20-40% compared to constant speed operation
  • Soft starting reduces electrical demand charges

Heat Recovery Opportunities

Desuperheating: Remove compressor discharge superheat to preheat water or cleaning solutions:

  • Heat available: 10-25% of total heat rejection
  • Temperature: 60-90°C achievable
  • Application: CIP water heating, domestic hot water, boiler feedwater preheat
  • Simple payback: 1-3 years

Condenser heat recovery: Recover heat of condensation for low-grade heating:

  • Heat available: 100% of refrigeration capacity + compressor work
  • Temperature: 35-45°C for air-cooled, 30-38°C for evaporative
  • Application: Space heating, floor warming, low-temperature process heating
  • Requires heat pump or intermediate heat exchanger if higher temperature needed

Process Integration

Thermal energy storage: Generate chilled water or ice during off-peak hours:

  • Ice storage: Discharge during peak production periods
  • Peak electric demand reduction: 30-60%
  • Energy cost savings: 15-35% depending on utility rate structure
  • Requires larger refrigeration system and storage tanks

Variable production scheduling: Concentrate production during periods of:

  • Lower ambient temperature (better condenser efficiency)
  • Lower electricity rates (off-peak hours)
  • Lower cooling water temperature (if water-cooled)

Cascade refrigeration: For very low carbonation temperatures (< 0°C) or high-carbonation products:

  • High-temperature stage: -5 to +5°C
  • Low-temperature stage: -20 to -5°C
  • Reduces compressor discharge temperature and pressure ratio
  • Improves efficiency by 10-20% compared to single-stage

Water and Syrup Pre-Treatment

Water Pre-Cooling

Water treatment and pre-cooling must occur before carbonation:

Treatment sequence:

  1. Filtration (multimedia, carbon, microfiltration)
  2. Disinfection (UV, ozone, or chlorination with dechlorination)
  3. Deaeration (vacuum or membrane)
  4. Cooling to 1-4°C
  5. Final filtration (0.45-1.0 μm absolute)

Deaeration importance: Dissolved oxygen interferes with carbonation and beverage stability:

  • Target dissolved oxygen: < 0.1 mg/L (< 100 ppb)
  • Vacuum deaerators: 0.03-0.10 mg/L achievable
  • Membrane deaerators: 0.01-0.05 mg/L achievable
  • Cooling after deaeration prevents oxygen reabsorption

Pre-cooling heat exchanger design:

  • Water flow rate: 1,000-50,000 L/h depending on line capacity
  • Temperature reduction: 10-20°C to 1-4°C final temperature
  • Heat exchanger type: Plate heat exchanger (PHE)
  • Coolant: Glycol at -3 to 0°C or direct expansion refrigerant
  • Surface area: 10-100 m² depending on capacity
  • Approach temperature: 1-2°C

Syrup Pre-Treatment

Concentrated syrup requires cooling before proportioning and carbonation:

Syrup characteristics:

  • Brix: 50-70° (50-70% sugar by weight)
  • Density: 1.20-1.35 kg/L
  • Viscosity: 50-500 cP depending on Brix and temperature
  • Specific heat: 2.5-3.0 kJ/kg·K

Cooling requirements:

  • Storage temperature: 20-25°C
  • Target temperature: 4-6°C before proportioning
  • Higher than water temperature due to viscosity considerations
  • Cooling load: 30-50 kJ/kg

Heat exchanger design for syrup:

  • Type: Plate heat exchanger with wide-gap plates or scraped surface
  • Gap width: 5-10 mm (wider than standard PHE)
  • Flow velocity: 0.3-0.8 m/s (lower than water to reduce pressure drop)
  • Pressure drop: < 100 kPa (< 15 psi) to prevent cavitation in pumps
  • CIP capability essential due to sugar fouling potential

Carbonation Process Control

Feedback Control

Temperature control: PID control maintains carbonator temperature at setpoint:

  • Proportional band: 2-5°C
  • Integral time: 30-120 seconds
  • Derivative time: 5-15 seconds
  • Dead band: ±0.1°C to prevent oscillation

Pressure control: Maintains constant CO2 partial pressure:

  • Back-pressure regulator on carbonator vessel
  • PID control of CO2 injection rate
  • Pressure transmitter feedback
  • Control accuracy: ±1-2 psi

Flow ratio control: CO2 injection rate proportional to beverage flow:

CO2 flow = K × Beverage flow × (Target volumes - Dissolved CO2)
  • Feed-forward compensation for flow changes
  • Dissolved CO2 measured or inferred from temperature and pressure
  • Response time: < 5 seconds

Quality Monitoring

Inline carbonation measurement:

  • Optical sensor or density meter
  • Measures CO2 volumes in real-time
  • Accuracy: ±0.1 volumes
  • Feedback to CO2 control valve
  • Early detection of process upsets

Sample testing: Periodic laboratory verification:

  • Zahm-Nagel carbonation tester
  • Pressure-temperature equilibration method
  • Frequency: Every 1-4 hours depending on process stability
  • Tolerance: ±0.2 volumes from target

Temperature verification: Independent temperature measurement:

  • Handheld calibrated RTD probe
  • Verification of process temperature sensors
  • Frequency: Daily or per shift
  • Tolerance: ±0.3°C from process sensor

Sanitation and CIP

Clean-in-Place Systems

Carbonation equipment requires regular sanitation:

CIP frequency:

  • Carbonator vessel: Every 1-7 days depending on product
  • Heat exchangers: Every 1-3 days
  • Piping and valves: Daily or between product changes
  • CO2 injection components: Weekly

CIP sequence:

  1. Pre-rinse: Water flush to remove product residue (5-10 min)
  2. Caustic wash: 1-2% NaOH at 70-80°C (20-40 min)
  3. Intermediate rinse: Water flush to remove caustic (5-10 min)
  4. Acid wash: 1-2% HNO3 or H3PO4 at 60-70°C (15-30 min)
  5. Final rinse: Water flush until neutral pH (10-20 min)
  6. Optional sanitization: 200 ppm chlorine or PAA (10-15 min)

CIP solution flow rate:

  • Velocity in piping: 1.5-2.5 m/s (turbulent flow)
  • Heat exchanger flow: 1.2-1.8 times normal product flow
  • Spray ball coverage: Complete internal surface wetting
  • Return temperature: Within 5°C of supply temperature (indicates flow)

Microbiological Control

Critical control points:

  • Post-filtration water
  • Carbonator vessel internal surfaces
  • Heat exchanger product-side surfaces
  • Filler bowl and valves

Monitoring:

  • ATP (adenosine triphosphate) swab testing for surface cleanliness
  • Plate count or membrane filtration for microbiological verification
  • Action limit: < 1 CFU/mL for finished beverage
  • Hold and test protocol if contamination detected

Troubleshooting Common Issues

Insufficient Carbonation

Symptoms:

  • Carbonation level below target
  • Flat taste, reduced mouthfeel

Potential causes and solutions:

CauseDiagnostic CheckSolution
Temperature too highVerify carbonator temperature sensor and refrigeration systemIncrease cooling capacity, check for fouling, verify sensor calibration
Insufficient pressureCheck carbonator pressure gauge and CO2 supplyIncrease CO2 supply pressure, verify pressure regulator settings
Inadequate residence timeCalculate actual residence time based on flow and volumeReduce flow rate or increase carbonator size
CO2 supply contaminatedCheck CO2 purity, test for moisture or impuritiesReplace CO2 supply, verify supplier quality certifications
Air infiltrationCheck for dissolved oxygen in waterImprove deaeration, verify system integrity

Excessive Carbonation Variation

Symptoms:

  • Carbonation level fluctuates outside tolerance
  • Inconsistent product quality

Potential causes and solutions:

CauseDiagnostic CheckSolution
Temperature variationMonitor temperature over time, check control loopTune PID controller, increase heat exchanger capacity
Flow rate changesMonitor beverage flow rate, check pump operationImplement flow ratio control, stabilize upstream processes
Pressure oscillationMonitor pressure with data loggerIncrease CO2 buffer volume, tune pressure control
Uneven mixingInspect carbonator internals, check for stratificationAdd or repair mixing elements, increase agitation

Foaming Problems

Symptoms:

  • Excessive foam in carbonator or downstream equipment
  • Product carryover in CO2 vent

Potential causes and solutions:

CauseDiagnostic CheckSolution
Temperature too lowVerify temperature is not below setpointAdjust setpoint upward if excessive foaming persists
Rapid pressure dropCheck pressure profile through systemInstall back-pressure regulators, reduce valve CV
Protein or surfactants in waterAnalyze treated water for organicsImprove water treatment, add activated carbon filtration
Mechanical agitation too intenseObserve carbonator operationReduce agitation speed, modify impeller design
Clogged vent or reliefInspect vent lines for blockageClean or replace vent components

Safety Considerations

CO2 Hazards

Asphyxiation risk: CO2 is heavier than air and displaces oxygen in low-lying areas:

  • Accumulation in pits, basements, or confined spaces
  • Concentrations > 10% cause rapid unconsciousness
  • Ventilation requirements: > 1 CFM per sq ft of floor area in CO2 areas
  • CO2 monitoring: Continuous monitoring with alarm at 5,000 ppm (0.5%)

High pressure: CO2 systems operate at elevated pressures:

  • Storage tanks: 250-300 psig
  • Carbonators: 50-100 psig
  • Piping and components must be rated for maximum expected pressure
  • Regular inspection per ASME or local code requirements

Cold temperature: Liquid CO2 at -20°C or dry ice sublimation:

  • Cold burns from contact with liquid CO2 or venting gas
  • Embrittlement of incompatible materials (some plastics, gaskets)
  • Personnel protective equipment: Insulated gloves, face shield

Pressure Vessel Safety

Inspection and testing:

  • Hydrostatic pressure test every 3-5 years per jurisdiction
  • Visual inspection annually
  • Ultrasonic thickness testing on older vessels
  • Pressure relief valve inspection and testing annually

Operational safety:

  • Never exceed maximum allowable working pressure (MAWP)
  • Pressure relief valves must not be isolated or blocked
  • Temperature and pressure interlocks prevent overpressure
  • Emergency shutdown procedures posted and trained

Ammonia Refrigeration Safety

Where ammonia refrigeration is used:

  • IIAR (International Institute of Ammonia Refrigeration) compliance
  • Refrigeration machinery room classification per ASHRAE 15
  • Emergency ventilation: 150 CFM per sq ft of machinery room floor
  • Ammonia detectors: 25 ppm alarm, 150 ppm evacuation
  • Emergency Response Plan and drills
  • Proper personnel training and certification

File Path: /Users/evgenygantman/Documents/github/gantmane/hvac/content/refrigeration-systems/food-processing-refrigeration/beverages/soft-drink-production/carbonation-soft-drinks/_index.md

This comprehensive guide provides HVAC and refrigeration professionals with the detailed technical information required to design, specify, operate, and troubleshoot carbonation systems in soft drink production facilities.