HVAC Systems Encyclopedia

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Yogurt Manufacture

Manufacturing Process Overview

Yogurt production requires precise thermal control throughout multiple process stages. Temperature deviations of ±1°C during incubation can significantly affect fermentation kinetics, final pH, texture development, and product consistency.

The manufacturing sequence integrates heating operations (pasteurization), controlled fermentation (incubation), and rapid cooling systems. Each stage imposes specific HVAC loads and requires dedicated refrigeration capacity.

Heat Treatment Requirements

Pasteurization Parameters

High-temperature pasteurization destroys vegetative microorganisms, denatures whey proteins for improved gel structure, and reduces dissolved oxygen content.

Standard Pasteurization Conditions:

Process TypeTemperatureTimePurpose
Low Temperature Long Time (LTLT)85°C30 minTraditional batch processing
High Temperature Short Time (HTST)90-95°C5-10 minContinuous processing
Ultra-High Temperature (UHT)135-140°C2-4 secExtended shelf life products

Heat treatment affects yogurt texture through whey protein denaturation. β-lactoglobulin unfolds at temperatures above 70°C, exposing reactive sulfhydryl groups that interact with κ-casein to form a stronger protein network.

Heating System Capacity

Heat requirement for pasteurization:

Q = m × cp × ΔT + Q_losses

Where:

  • Q = heating load (kW)
  • m = mass flow rate (kg/s)
  • cp = specific heat of milk ≈ 3.93 kJ/(kg·K)
  • ΔT = temperature rise (K)
  • Q_losses = heat losses to environment (typically 5-10%)

For 10,000 L/hr milk flow from 4°C to 90°C:

  • m = 10,000 kg/hr × 1.032 kg/L ÷ 3600 = 2.87 kg/s
  • ΔT = 90 - 4 = 86 K
  • Q = 2.87 × 3.93 × 86 = 970 kW
  • With 8% losses: Q_total = 970 × 1.08 = 1,048 kW

Cooling to Incubation Temperature

Primary Cooling Stage

Following pasteurization, milk must be cooled rapidly to incubation temperature (42-45°C) to prevent thermal damage and prepare for culture inoculation.

Cooling Load Calculation:

For the same 10,000 L/hr flow cooled from 90°C to 43°C:

  • ΔT = 90 - 43 = 47 K
  • Q_cooling = 2.87 × 3.93 × 47 = 530 kW (152 TR)

Cooling Equipment Options

Equipment TypeCooling RateTemperature ControlApplication
Plate heat exchanger±2-4°C/min±0.5°CMost common, high efficiency
Tubular heat exchanger±1-2°C/min±1.0°CHigh viscosity products
Scraped surface±3-5°C/min±0.3°CFruit-on-bottom yogurt

Chilled water supply temperature: 2-4°C Return water temperature: 8-12°C Approach temperature: 2-3°C minimum

Incubation Temperature Control

Set Yogurt Process

Set yogurt ferments in final retail containers placed in temperature-controlled incubation rooms or cabinets.

Critical Control Parameters:

ParameterSpecificationToleranceImpact of Deviation
Temperature42-45°C±0.5°CFermentation rate, texture consistency
Relative humidity70-80%±5%Container condensation prevention
Air velocity0.15-0.25 m/s±0.05 m/sTemperature uniformity
Incubation time4-6 hours±15 minpH endpoint control

Fermentation Kinetics:

Acid production rate follows modified Gompertz equation:

pH(t) = pH₀ - A × exp[-exp((μ_max × e / A) × (λ - t) + 1)]

Where:

  • pH₀ = initial pH (≈6.7)
  • A = pH reduction amplitude (≈2.1 units)
  • μ_max = maximum acidification rate (pH units/hr)
  • λ = lag time (hr)
  • t = time (hr)

At 43°C, typical μ_max = 0.4-0.6 pH units/hr At 45°C, typical μ_max = 0.6-0.8 pH units/hr

Temperature increases of 2°C can reduce fermentation time by 25-35%.

Stirred Yogurt Process

Stirred yogurt ferments in bulk tanks (5,000-50,000 L capacity) with integrated temperature control.

Tank Design Requirements:

  • Jacketed vessel with cooling/heating capability
  • Glycol or chilled water circulation
  • Temperature sensors (minimum 3 locations):
    • Bottom third
    • Middle section
    • Top third
  • Vertical temperature gradient: ≤0.5°C

Heat Generation During Fermentation:

Bacterial metabolism generates heat:

Q_fermentation = 1.5-2.5 W/m³ of milk

For 10,000 L tank:

  • Heat output = 2.0 W/m³ × 10 m³ = 20 W (negligible)
  • Primary heat gain from ambient conditions

Incubation Room HVAC Design

Heating Capacity:

Room heat loss calculation:

  • Wall/ceiling/floor transmission losses
  • Infiltration losses through door openings
  • Cold product thermal mass

For 200 m² incubation room (4 m height):

  • Product thermal mass: 20,000 kg milk at 4°C heated to 43°C
  • Q_product = 20,000 × 3.93 × (43-4) / 3600 = 849 kW·hr
  • If heating over 2 hours: P_heating = 425 kW

Temperature Control System:

  • Steam or hot water heating coils
  • Circulation fans (0.5-0.8 air changes per minute)
  • Modulating control valves
  • Multiple zone control for large rooms
  • Temperature uniformity: ±1°C throughout room

Air Distribution:

  • Low velocity diffusers to prevent surface drying
  • Perforated duct distribution
  • Return air grilles at floor level
  • Horizontal airflow patterns preferred

Fermentation Monitoring

pH Measurement

In-line pH monitoring for bulk fermentation:

  • Glass electrode sensors
  • Automatic temperature compensation
  • Measurement range: pH 4.0-7.0
  • Accuracy: ±0.05 pH units
  • Response time: <30 seconds

Target endpoint pH: 4.4-4.6 (varies by product type)

pH-Temperature Relationship:

pH electrode readings are temperature-dependent:

pH_corrected = pH_measured + α(T - T_ref)

Where α = temperature coefficient (≈0.003 pH units/°C for milk)

Titratable Acidity

Backup measurement method:

  • Lactic acid concentration (% w/v)
  • Typical endpoint: 0.8-1.0% lactic acid
  • Measured by titration with 0.1 N NaOH

Relationship: 1% lactic acid ≈ pH 4.3-4.5

Viscosity Development

For stirred yogurt, viscosity monitoring indicates gel strength:

  • Brookfield viscometer measurements
  • Target: 1,500-3,000 cP at 10°C
  • Shear rate: 50-100 s⁻¹

Post-Fermentation Cooling

Cooling Requirement

Immediate cooling upon reaching target pH arrests fermentation and prevents over-acidification.

Set Yogurt Cooling:

Transfer to cold storage room:

  • Room temperature: 2-4°C
  • Cooling time to 10°C center temperature: 8-12 hours
  • Container geometry affects cooling rate

Heat removal rate (Biot number analysis):

Bi = h × L_c / k

Where:

  • h = convective heat transfer coefficient (W/(m²·K))
  • L_c = characteristic length (volume/surface area) (m)
  • k = thermal conductivity of yogurt ≈ 0.55 W/(m·K)

For 200 mL container (Bi < 0.1), lumped capacitance method applies:

T(t) = T_∞ + (T₀ - T_∞) × exp(-t/τ)

Where τ = ρ × V × cp / (h × A)

Stirred Yogurt Cooling:

Rapid cooling in plate heat exchanger:

  • Initial temperature: 42-45°C
  • Final temperature: 15-20°C (break gel strength)
  • Cooling rate: 2-3°C/min
  • Further cooling to 4-7°C after fruit addition

Cooling System Capacity

For 10,000 L/hr stirred yogurt cooled from 43°C to 7°C:

Q_cooling = m × cp × ΔT

  • m = 2.87 kg/s
  • cp = 3.85 kJ/(kg·K) (fermented product)
  • ΔT = 43 - 7 = 36 K
  • Q = 2.87 × 3.85 × 36 = 398 kW (113 TR)

Refrigeration Equipment:

System ComponentSpecificationNotes
Compressor capacity450-500 kWIncludes safety factor
Evaporator temperature-5 to -2°CGlycol system
Glycol supply temperature-2 to 0°CPrevents freezing
Glycol return temperature4-6°CTemperature rise in PHE
Glycol concentration25-30% propylene glycolFood-grade required

Cooling Curve Specifications

Critical Cooling Parameters:

For set yogurt in cold room:

Time (hours)Center Temperature (°C)Cooling Rate (°C/hr)
043-
2325.5
4225.0
6153.5
8102.5
1071.5
1251.0

Maximum cooling rate: 6°C/hr (prevents excessive syneresis)

For stirred yogurt (continuous cooling):

Stage 1: 43°C → 20°C in 8-10 minutes

  • Purpose: Break gel structure under controlled shear
  • Cooling rate: ≈2.5°C/min

Stage 2: 20°C → 7°C in 5-7 minutes

  • Purpose: Final product temperature
  • Cooling rate: ≈2.0°C/min

Set vs Stirred Yogurt Thermal Differences

Comparison Table

AspectSet YogurtStirred Yogurt
Fermentation locationRetail containersBulk tanks (5,000-50,000 L)
Incubation methodStatic room/cabinetJacketed tank with agitation
Temperature uniformity±1-2°C variation±0.3-0.5°C variation
Cooling methodAmbient air in cold roomPlate heat exchanger
Cooling time8-12 hours15-20 minutes
Post-fermentation handlingNo mechanical agitationPumping, mixing with fruit
Gel structureUndisturbed networkBroken then re-set
HVAC complexityCold room design criticalProcess cooling capacity critical

Energy Consumption Comparison

Set Yogurt (per 1000 kg product):

  • Incubation heating: 35-45 kWh
  • Cold room cooling: 15-20 kWh (refrigeration)
  • Cold room fan power: 2-3 kWh
  • Total: 52-68 kWh per tonne

Stirred Yogurt (per 1000 kg product):

  • Tank heating/maintaining: 25-30 kWh
  • PHE cooling: 12-15 kWh (refrigeration)
  • Pumping/mixing: 1-2 kWh
  • Total: 38-47 kWh per tonne

Stirred yogurt systems typically 25-30% more energy efficient due to faster heat transfer in continuous cooling.

Process Room HVAC Requirements

Fermentation Room Specifications

Environmental Conditions:

ParameterSpecificationControl Method
Air temperature42-45°CSteam/hot water heating
Room temperature uniformity±0.5°CMulti-point sensing, modulating control
Relative humidity70-80%Humidification if needed
Air cleanlinessISO Class 8HEPA filtration, positive pressure
Pressurization+10-15 PaSupply > exhaust
Air changes5-8 ACHMinimum for temperature control
Room recovery time<30 min to setpointAfter door opening

Heating Load Components:

  1. Transmission losses: Q_trans = U × A × ΔT

    • U = 0.2-0.3 W/(m²·K) for insulated construction
    • A = total surface area (m²)
    • ΔT = (T_room - T_ambient)
  2. Infiltration losses: Q_inf = ρ × V_inf × cp × ΔT

    • V_inf = infiltration rate (m³/s)
    • Depends on door opening frequency
  3. Product thermal mass: Q_product (see earlier calculation)

  4. Equipment heat gain: Minimal for set yogurt (lighting only)

Cooling Room Specifications

Post-fermentation cold storage:

Environmental Conditions:

ParameterSpecification
Air temperature2-4°C
Temperature uniformity±1°C
Relative humidity85-90%
Air velocity at product<0.5 m/s
Air changes10-15 ACH
Defrost cycleAutomatic, 2-4 times daily

Refrigeration Load:

  1. Product cooling load: Major component (calculated previously)
  2. Transmission gain: Through walls, ceiling, floor
  3. Infiltration load: Door openings, personnel entry
  4. Equipment load: Fans, lighting
  5. People load: Warehouse activities

Total cooling capacity typically 1.5-2.0 times product cooling load to account for other gains and pull-down requirements.

Processing Room HVAC

Packaging and handling areas:

Temperature: 10-15°C (reduces condensation, controls microbial growth) Relative humidity: 60-70% (prevents mold, condensation) Pressure relationship: Positive relative to external areas Air cleanliness: ISO Class 8 or better HEPA filtration: 99.97% at 0.3 μm

Equipment Specifications

Incubation Cabinets

For smaller operations (set yogurt):

Capacity: 500-2,000 cups per cabinet Temperature range: 30-50°C Temperature uniformity: ±0.3°C Control system: PID controller with RTD sensors Heating method: Electric heating elements or hot water coils Air circulation: Internal fans, horizontal airflow Insulation: 75-100 mm polyurethane foam Construction: Stainless steel 304 interior/exterior

Bulk Fermentation Tanks

For stirred yogurt production:

Capacity range: 5,000-50,000 liters Aspect ratio: Height:diameter = 1.2-1.5:1 Jacket design:

  • Dimple jacket or conventional jacket
  • Glycol or chilled water circulation
  • Heat transfer coefficient: 300-500 W/(m²·K)

Agitation:

  • Slow-speed mixers (10-30 rpm) for culture blending
  • No agitation during fermentation
  • Gentle mixing after fermentation

Temperature control:

  • Multiple RTD sensors (3-5 locations)
  • Modulating valve control
  • Heating and cooling capability
  • Control accuracy: ±0.2°C

Heat Exchangers

Plate Heat Exchangers (PHE):

Configuration for yogurt cooling:

  • Product passages: 3-5 mm gap
  • Chevron angle: 30-60° (lower for yogurt to reduce pressure drop)
  • Material: 316L stainless steel
  • Surface area: 0.3-0.5 m²/(tonne·hr)
  • Pressure drop: <100 kPa on product side

Tubular Heat Exchangers:

Used for high-viscosity fruit yogurt:

  • Tube diameter: 50-75 mm
  • Double-tube or shell-and-tube design
  • Lower heat transfer efficiency but reduced fouling
  • Easier cleaning (CIP compatible)

Quality Control Parameters

Temperature Monitoring Requirements

Critical Control Points (CCPs):

  1. Pasteurization temperature: Continuous recording

    • Legal requirement for FSMA compliance
    • Chart recorders or electronic data logging
    • Minimum 3-year record retention
  2. Incubation temperature: Every 30 minutes

    • Multiple location monitoring
    • Alarm limits: ±1°C from setpoint
  3. Cooling temperature: Continuous for stirred, periodic for set

    • Final product temperature verification
    • Center temperature measurement for set yogurt

Product Quality Metrics

Fermentation endpoint criteria:

ParameterTarget RangeTest Method
pH4.4-4.6pH meter, ±0.02 accuracy
Titratable acidity0.85-0.95% lactic acidNaOH titration
Temperature42-45°CRTD sensor
Fermentation time4-6 hoursProcess timer
Syneresis<2% whey separationCentrifuge method
Viscosity (stirred)1,500-3,000 cPBrookfield, Spindle 3, 50 rpm

Post-cooling verification:

  • Final product temperature: ≤7°C within specification time
  • Cold chain maintenance: ≤4°C throughout storage/distribution
  • Temperature abuse indicators on retail containers

Safety and Sanitation Considerations

Clean-in-Place (CIP) Systems

Process equipment requires thermal sanitization:

CIP Temperature Requirements:

PhaseTemperatureDurationPurpose
Pre-rinse40-50°C5-10 minLoose soil removal
Caustic wash75-85°C15-30 minProtein/fat removal
Intermediate rinse40-50°C5-10 minCaustic removal
Acid wash60-70°C10-20 minMineral scale removal
Final rinseAmbient5-10 minNeutralization
Sanitization85-95°C10-15 minThermal kill step

Heating capacity for CIP:

For 10,000 L CIP solution heated from 20°C to 80°C:

  • Q = 10,000 kg × 4.18 kJ/(kg·K) × 60 K = 2,508 MJ
  • Power over 30 min: P = 2,508,000 / 1,800 = 1,393 kW

Personnel Safety

Hot water and steam systems present burn hazards:

  • Insulation on all hot surfaces >60°C
  • Warning signage on incubation rooms
  • Pressure relief valves on steam systems
  • Emergency stops on all mechanical equipment

Energy Efficiency Optimization

Heat Recovery Opportunities

Pasteurization-to-cooling regeneration:

Plate heat exchanger with regeneration section:

  • Hot pasteurized milk (90°C) preheats incoming cold milk (4°C)
  • Regeneration efficiency: 70-85%
  • Reduces heating load by 65-75%
  • Reduces cooling load by 65-75%

Energy savings calculation:

  • Without regeneration: 1,048 kW heating + 530 kW cooling = 1,578 kW total
  • With 75% regeneration: 262 kW heating + 133 kW cooling = 395 kW total
  • Savings: 75% reduction in thermal energy demand

Refrigeration heat recovery:

Compressor discharge heat (condenser duty) available at 40-50°C:

  • Use for CIP water heating
  • Use for building heating (winter)
  • Typical heat recovery: 20-30% of compressor input power

Control Strategies

Variable speed drives (VSD):

  • Glycol circulation pumps
  • Refrigeration compressors
  • HVAC fans

Energy savings: 20-40% compared to constant speed operation

Thermal storage:

Ice bank or chilled water storage:

  • Shift refrigeration load to off-peak hours
  • Reduces demand charges
  • Provides peak load capacity

Process optimization:

  • Batch scheduling to minimize idle heating/cooling
  • Temperature setback during non-production hours
  • Optimized incubation times (pH-based endpoints vs. time-based)