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8/18/2019 Edif Plant Inspector Career and Training Guide
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The plant inspection and
integrity industryCareer and training guide 2015/16 edition
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Plant inspection and integrity industry career and training guide
Edif ERA, a global engineering, consultancy and training
company and part of the Edif Group (www.edifgroup.com),
has acquired Matthews Engineering Training Ltd., a market
leading provider of ASME and API certied inspector courses.
The courses are aimed at individuals and smaller contractors,
and can easily be tailored to meet the needs of blue chip and
corporate clients for in-house courses.
Prologue
www.edifgroup.com 1
Contents
Section Page
1. The inspection and integrity business 2
2. Inspection markets: worldwide 4
3. Inspection industry structure 7
4. Career groups and progression 10
5. Inspector terms and conditions – the facts 16
6. Works-vs-in-service inspection 22
7. Oce-vs-site inspection roles 25
8. Skills and qualications 28
9. Inspection skills self-assessment 32
10. Your training options 40
11. Engineering inspection careers: some advice
for new entrants 54
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The inspection and integrity business
www.edifgroup.com 3
1. The inspection and
integrity business
Plant inspection and integrity industry career and training guide
2
Plant inspection involves the basic activities of:
• Inspecting plant (mainly pressure equipment) for mechanical condition
• Checking equipment for compliance with statutory regulations (such as the UK
Pressure Systems Safety Regulations (PSSRs) in the UK or ASME/API codes incountries that have adopted these)
• Checking against technical standards, specications and published documents
• Inspecting for corrosion, defect and damage, and providing written reports on
the results
While plant inspection often involves the inspection of welds and Non-Destructive
Testing (NDT), it is a very dierent, more complex discipline than NDT. It has dierent
skill requirements, higher level technical content and a fundamentally dierent
structure of qualications.
Integrity engineering incorporates plant inspection but extends the role to include:
• A deeper understanding of equipment damage (corrosion) mechanisms and failure
modes covered in documents such as API 571
• Specifying suitable Non-Destructive Examination (NDE) methods and scopes to
ensure expected damage mechanisms are found
• Using inspection results to decide Fitness-For-Purpose (FFP) using more complex
methodologies and documents such as API 579, ASME B31G and DNV RP-101
The inspection and integrity business is made necessary by the combined
requirements of plant owners/users, purchasers and statutory authorities who share
the common aim that plant is constructed, operated and managed in a safe manner.
Fig.1 shows the traditional progression for people involved in this industry.
Fig.1 The plant inspection and integrity business
NDT Technician
/Weld Inspector
Plant Inspector
3 An appreciation of risk
3 Knowledge of damage mechanisms and severity
3 Fitness-for-purpose assessment of corroded items
3 Advisory reports to owners/users or H&S authorities
3 Inspecting plant for mechanical condition
(not just welds)
3 Basic code calculations
3 Knowledge of codes and standards
3 Accurate and decisive reporting
Integrity Engineer
Careerprogression
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2. Inspection markets: worldwide
Inspection markets: worldwide
The in-service inspection market divides fairly neatly into worldwide blocks,
characterised mainly by the maturity of the upstream Oil & Gas (O&G) business and
its downstream rening and product processing activities. Mature areas have evolved
well-established requirements for in-service inspectors and, some integrity and
corrosion engineers’ roles have become specialised and have developed some roles
into more specialised ones for integrity engineers and corrosion engineers.
Newer, developing country markets have a quickly developing, enthusiastic
requirement for basic inspection skills. Owing to their rate of growth, these markets
often lack experience and, therefore, they place reliance in acquiring inspectors with
existing recognised qualications.
Worldwide, the main breakdown is broadly as follows:
Europe
The oshore upstream market is led by the requirement for oshore inspectors in
the UK/Norway North Sea. Inspection roles and numbers are well established but this
market has an ageing inspector workforce. Tight legislative requirements support the
need for regular plant inspections. The onshore downstream renery market is very
mature with few, if any, reneries less than 30 years old. Inspector manning is muchlower than oshore, more specialised and segmented, and harder to get into without
higher academic qualications.
Norway and Holland have their own national inspector certication schemes.
USA and Canada
North America is a steady, mature market for mainly API-qualied inspectors rather
than those with higher level academic qualications.
Inspector salaries in the Texan Gulf region are well established and less volatile than
those in Canada, Alaska and many other countries in the world.
South America
Upstream and downstream O&G industry is developing with inspection practices
following mainly the USA model.
Central Asia and Russia
Ex-Russian republics’ O&G business is developing steadily with onshore and oshore
facilities. Overseas contractors have a large presence in the supply of inspectors
working on rotation contracts. Statutory requirements and inspection technical
practices are highly variable between countries and contracts.
North Africa
This region has developing gas markets with heavy involvement by contracting
companies operating as oshoots from UK/Europe gas utility companies. Emphasis
is on integrity engineer specialisms rather than volume supply of plant inspectors.
Inspection practices follow a combination of European and US ASME/API codes.
Central Africa
The central African oil industry is mainly served by US petrochemical operators’
inspectors on rotation contracts. Countries vary a lot and situations can change
quickly. Inspection practices follow mainly the USA model using ASME/API codes.
Middle East
Saudi Arabia and UAE have a mature market for inspectors. Inspector contracts
are mainly long-term residential positions rather than rotation contracts. Overall,
expatriate inspector numbers are steadily declining. Academically qualied engineers
are not in short supply.
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Plant inspection and integrity industry career and training guide
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3. Inspection industry structure
Inspection industry structure
Structure of the business
Fig.2 shows the basic structure of the plant inspection business. The breakdown
is based almost entirely on the technical complexity of the inspection tasks and is
tracked fairly accurately by the technical ability, experience, and pay and conditions ofthe people working within it.
‘Insurance company’ inspections
These involve the periodic inspections of onshore pressure systems carried out by
the 1000 or so inspectors (sometimes called ‘surveyors’) who work for the so-called
‘insurance’ inspection companies. Most are simple visual inspections for minimum
compliance with the UK Pressure Systems Safety Regulations (PSSRs). In most cases,
the inspections themselves have precisely nothing to do with insurance although a lot
of people still think that they do.
Surveyors generally do multiple inspections per day; spend a lot of time driving
between sites and produce minimalist ‘generic’ inspection reports to a predetermined
pro-forma style. Some are sta employees, some are self-employed, and most are
over 40, having gained their main engineering experience working somewhere else.
Petroleum/petrochemical industry inspections
These divide fairly neatly into onshore – and oshore – based inspectors. The two
areas have slightly dierent proles.
Far East
A steadily developing area with young and academically qualied workforce in
both inspector and integrity/corrosion engineering roles. There are a few roles for
experienced expatriates in higher positions.
Australia/NZ
This is rapidly becoming a growth area in LNG (Liqueed Natural Gas) and general
oshore industry. There is a shortage of qualied/experienced inspectors, producing
active recruitment from the UK and other EU countries. Australia has its own
inspector certication scheme (AICIP) which is not extensively recognised in other
countries, so the situation is developing quickly.
New Zealand has a similar national scheme but there is also an increasing recognition
of ASME and API certicates and practices in the O&G industry.
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Inspection industry structure
Oshore inspection engineers are based oshore on either a 2–3 week rota (North
Sea) or a longer, perhaps 4–8 week rota in Africa, Asia, Russia, etc. Work involves
inspection of fairly complex systems of pipework, vessels and valves. Reports may be
quite detailed, involving corrosion and tness-for-purpose issues or may be of a more
simplied ‘pro-forma’ type, depending on the company.
Onshore inspection engineers work in reneries, petrochemical plants and other
parts of the downstream oil/gas chain. Broadly speaking, they have a higher level of
academic training than their oshore equivalents and their inspection work tends
to be more heavily concentrated into shutdown or ‘turnaround’ inspections. Self-
employed or agency inspectors are often employed during these shutdowns to make
up the numbers.
‘Agency’ inspectors
Agency inspectors work for inspection agencies under either self-employed or sta
(pay as you earn (PAYE)) status doing any of the above jobs. The only dierence is
their employer, the agency, hires them out to plant owners on temporary or semi-
permanent contracts where they do more or less the same job as the plant owner’s
sta inspectors.
Onshore inspection engineers work in reneries, petrochemical plants, and other
parts of the downstream oil/gas chain. Broadly speaking, they have a higher level of
academic training than their oshore equivalents and their inspection work tends
to be more heavily concentrated into shutdown or ‘turnaround’ inspections. Self-
employed or agency inspectors are often employed during these shutdowns to make
up the numbers.
Fig.2
Pressure equipment
Rotating equipment
Offshore/Marine equipment
Storage tanks
Lifting equipment
Boiler plant
Insurance surveyors
The inspection industrystructure
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Plant inspection and integrity industry career and training guide
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Career groups and progression
4. Career groups and progression
Historically, almost no-one starts their engineering career in plant inspection. Of the
few that do, perhaps with high hopes that their rst degree or MSc will give them a
stepping stone to greatness, most leave within a year or two to pursue some other
career path – typically project engineering, corrosion engineering or the more loosely
dened ‘integrity engineering’. Notwithstanding this, there are four main career entry
routes (see Fig.3).
The NDT technician route
A lot of inspectors move into inspection from an NDT technician’s background. They
have formal NDT qualications (CSWIP, PCN, ASNT, etc.) and have gained practical
experience by involvement with rope access activities, welding, fabricated structures
and pressure equipment. NDT technicians also benet from the experience of dealing
with plant manufacturers, contractors and operators, and they have an appreciation
of the ways that they all interact with each other. Areas of weakness may include:
• Lack of experience of the operational aspects of engineering plant
• Uncertainty of technical knowledge in some areas of plant design, degradation/
failure mechanisms, and academic topics such as tness-for-purpose assessment
• Adapting from the world of NDT; this is based around ‘hard-edged’ and well-denedtechniques, procedures and defect acceptance criteria, compared with the ‘multiple
shades of grey’ world of in-service inspection which makes more use of judgement.
Fig.3 The main career routes into inspection
Specialist InspectorIntegrity Engineer
In-serviceplant inspection
NDTTechnician
PlantOperator
Graduate/Project
Engineer
NewConstruction
Inspection/QA
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Career groups and progression
The plant operator route
Traditionally, many plant inspectors started their careers in plant operations in power,
process or marine engineering. The solid levels of plant experience and academic
achievement required form a sound technical background for an eventual move
into plant inspection. Although it has not disappeared completely, this route has
depleted steadily over the past 20 years. Weaknesses in inspectors coming from this
route include:
• Poor knowledge of important design codes, regulations and statutory aspects
• Limited experience of industry-specic technical issues (materials, designs, etc.)
They are often generalists with a wide, but shallow, knowledge base.
In recent years, career benets (mainly salaries) for competent operations technicians
and engineers in onshore power/process/petrochemical industries have become
quite attractive, thereby, discouraging salary-related career moves into onshore
plant inspection.
The graduate/project engineer route
This is the most modern career route into plant inspection. It will probably grow and,
perhaps, become the dominant route in the future. It has its root in the graduate
engineer, employed by construction, contracting or process/petrochemical utility
organisations. Graduates will typically start their engineering career in a specic
project engineering roles or as part of an in-company graduate training scheme
involving experience of several dierent jobs over a period of a few years. At some
point, they take on the role of project engineer for a specic project, involving theconstruction, refurbishment or operational aspects of plant.
It is the wide responsibilities of the project engineer that often kick-start a graduate
engineer’s interest in plant inspection. Inspection plays a part in most plant projects
and the technical complexity (and diculties) of the role soon become apparent.
In common with the other inspection career routes, the graduate entry route has
weaknesses. Typically, these are:
• Lack of hands-on engineering experience
• Poor initial appreciation of the ways that technical and management disciplines
interleave together rather than act alone
In practice, these weaknesses have a short timescale. Graduates that have survived
the selection procedures of major companies have the cognitive ability to absorb
large amounts of technical information and so learn very quickly. They also have the
advantage that they are not encumbered by the restricted mindset of having worked
in a single role. These clear advantages have to be taken in context. In most cases, the
latent technical power of graduates is never fully received into the world of in-service
inspection; instead, it is used as a technical stepping-stone towards progression in
other disciplines that have a higher management prole.
Crossover from other specialisms
Inspectors involved in the pre-purchase ‘shop’ inspection of new equipment may want
to cross into in-service inspection, chasing its higher salaries and better prospects.
This can be dicult: shop inspection is more about the niceties of documentation and
procedures than corroded metal and damaged vessels, and such inspectors may nd
a step change in their knowledge base is required to make a successful transition.
Specialists in predominantly non-technical subjects (such as Quality Assurance (QA),
contract management and procurement) are also found in inspection. Although it
is not uncommon to nd in-service inspectors with this type of background, they
frequently struggle to meet the level of technical appreciation necessary to deal
with inspection issues that arise in complex plant, and they nd the job dicult
and stressful.
Taken together, these four routes make up the majority of paths taken by technicians
and engineers who become inspectors. Although the routes themselves have
dierent backgrounds and involve dierent types of people, the technical skills that
have to be acquired to do the job of inspection do not vary that much.
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Career groups and progression
this and a number of dierent institutions accredited to award it. Once this is out
of the way, your climb up the inspection career ladder will be most inuenced by
the level of technical knowledge that you can acquire via a combination of training
and experience. To keep on climbing, you have to keep on learning, thereby, placing
yourself ahead of the majority who can’t be bothered.
Having a set of career targets and objectives is a good idea. Career trajectories do
vary, depending on your starting point, and it makes sense not to jump too far, too
fast. Steady progression is best, as it is more likely to be sustainable. Fig.4 shows
realistic career progression routes from ve dierent starting positions. This also
shows our recommendation for short- and medium-term career goals, and the best
training course with which to start.
Career progression in the inspection industry
Once you get a secure foothold on the in-service inspection ladder, you will nd
fewer barriers to progression than in many other parts of the industry. To climb to
the best positions in large oil companies, you will need higher technical qualications
because that is how they think. This in itself is no longer the barrier it once was.
Degree courses are plentiful, some much easier than others, and course length and
attendance required is variable. Overall, there is something to t all, for anyone who
has the determination to register for a course and put in the eort. See Section 11 of
this Guide for some advice at passing degree courses.
Excluding the oil majors, in many inspection companies, a degree qualication willnot give you any particularly special status. An institution membership grade such as
Incorporated Engineer (I Eng) will be just as good. There are several ways to achieve Fig.4 Routes for progressing up the inspection career ladder fromvarious starting points in the engineering industry
CURRENTPOSITION
CURRENT DUTIESCURRENT
QUALIFICATIONSPROGRESSION EMPHASIS
SHOULD BE ONREALISTIC 5 YEAR
OBJECTIVERECOMMENDED2–3 YEAR TARGET
RECOMMENDEDSTARTING POINT
KEY CHALLENGES
New construction‘shop’ inspector
Agency or independentwitnessing staged inspections
involving weld inspection,pressure tests and QA/documentation reviews
NDT/weld inspection/QA qualications. Some
manufacturing experience
Successfully transferringdisciplines from shop to
in-service inspections
Permanent/contractposition as an inspector
of major systems inheavy industrial/process
applications
A secure sta position in in-service inspectionbuilding up experience
ASME Level 1 PlantInspector qualifcation
Adapting to the dierentdiscipline and wider scope
of in-service inspection
‘insurance company’in-service inspector
Home-based. Multiple localdaily visits for lifting/minor
pressure equipment
Plant operation and generalengineering experience,possibly leading to I Eng
Expanding your technicalscope to access higher value
inspection work
Permanent/contractposition with plant owners/
user with increasingtechnical knowledge and
responsibility
Obtaining credibility as aninspector of major systems
in heavy industrial/process applications
ASME Level 1 PlantInspector qualifcation. Boiler Inspection and
PRV training
Adapting to dealingwith inspection situations
with highly informed owners/users who may dispute yourknowledge and conclusions
Inspection Engineerfor land based
‘owner-user’ operator
Renery or plant-based.Planning and performanceof inspections during
plant shutdowns
I Eng or equivalent level.
Possibly BSc/BEng level withgood technical knowledge
of plant operations andmaintenance
Building high level reportingand analysis skills to supplement
your technical knowledge
Technical seniormanagement position
Becoming familiarwith detailed FFP and
NII assessments
ASME Level 2 qualifcation. API 579 FFP training course. NIII (DNV-RP-G103)
training
Self-motivation to expand your technical skills indicult areas outside yourimmediate comfort zone
Ofshore NDE/ Inspection Technician
Oshore 3/2 rotation position. Rope access/NDEwork on structures, vessels
and pipework
Rope access, NDE/weldinspector qualications plus
oshore specic safetycourses etc
Acquiring technical knowledgein equipment and inspectioncodes outside the NDE feld.Obtaining qualifcations to
demonstrate additionalcapabilities
Capability of handlingoverseas rotation position
at upstream or downstreampetrochemicals industry
facility
Appointment in OshoreInspection Engineer
(OIE) position
ASME Level 1 PlantInspector qualifcation
Progressing from NDE tothe wider and complex
world of equipment damagemechanisms, design and
inspection codes and thoroughinspection reporting
Fully mobile‘ex-patriate’ inspector
Overseas 28/28 rotationat upstream or
downstream petrochemicalsindustry facility
Varied engineeringbackground plus possibly
job specic ASME L1 or API510/570/653 qualication
Increasing your knowledgeof new plant and equipment
types to increase your exibility between industries
A greater choice ofemployers/locations in which
you will be accepted ashaving desirable knowledge
and qualications
At least 2 API certied inspector certicates
supplemented by ASME Level 2 for its detailed reporting capabilities
ASME Level 1 PlantInspector qualifcation.
Additional API 510/570/653certifcates
Continuing to expand yourknowledge when it may notcurrently appear necessary
in your current position
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Inspector terms and conditions – the facts
5. Inspector terms and conditions
– the facts
Plant inspection, because of its wide variety, is characterised by a similarly wide
spread of salary terms and conditions. The relationship between them varies over
time and with industry activity but the underlying pattern is fairly well established so it
doesn’t vary that much.
One signicant feature is lack of dependence of inspector terms and conditions on
the economic cycle of growth or recession. Economic activity has some eect on
work available for new construction ‘shop’ inspectors as manufacturing activity goes
up or down but for in-service inspection it has less real eect. Plants still continue to
operate during recession and, therefore, require inspection.
On a global scale, the predominant driver of oil industry inspection budgets is the
wholesale price of crude oil. Bits of geopolitics and the odd conict here and there
cause local eects but problems in one country simply mean that industry focus
moves elsewhere until things calm down. High oil prices mean greater revenue for
both upstream and downstream sectors, so inspection budgets, which are a fairly
small percentage of the total cost base anyway, feel less pressure. When oil prices fall,
there is a delay in any corresponding reduction of operators’ budgets. Oil companies
are well used to operating in a cyclic market and their activities may not change at
all as they know the price will soon rise again. This dampens out any dramatic cyclic
swings in inspection budgets, enabling the industry to operate on a surprisinglyeven keel.
In this environment, inspector salary terms and conditions nd their own level based
on supply and demand. Individual conditions vary but the overall pattern shown in
Figs. 5, 6, and 7 emerges. This is based on conditions for inspectors working in and
from the UK but it is not that much dierent elsewhere.
Fig.5 Inspectors terms and conditions
Terms &conditions
Plant inspectionqualifications
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Inspector terms and conditions – the facts
Fig.6
Home-based‘Competent Person’
Inspector
PlantInspector
Inspector roles –work, life and holidays
20,000 miles per year
Pressure/LiftingEquipment
40 hrs per week for48 weeks per year
2 week/2 week
offshore rotation
28 day/28 dayoverseas rotation
50-60 hrs per weekon site for 16 weeksper year
WORK
HOLIDAY
Fig.7
Inspector salaries
Home-based
new-construction‘shop’ inspector
Home-based‘insurance surveyor’inspector
Site-based in-serviceplant inspector
Site-based
‘integrity engineer’
Offshore-basedinspection engineer:UK or expatriate
Inspector role
% A
n n u a l a v e r a g e s a l a r
y *
*The average annual salary
in the UK for 2012 was
approximately £28,000
100%
200%
300%
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Inspector terms and conditions – the facts
Home-based new construction ‘shop’ inspector’s salary levels are generally the
lowest, ranging from about 110% to 140% of the national average salary. Inspection
agencies and companies all tender against each other for contracts, competing
almost entirely on price, as they are all drawing from the same pool of inspectors.
This keeps salaries down. Shop inspection agency positions are not too dicult to
secure if you have decent engineering and QA experience. Working hours are routine,
and many jobs come with a company car because of the daily travelling required.
Home-based ‘insurance surveyor’ terms and conditions are much the same as those
for shop inspectors. In the larger companies, surveyors may work on an ‘inspection
points’ system, requiring them to complete a minimum number of inspections per
week. The work involves mainly visual inspections of minor pressure plant andlifting equipment items, and is regular, repetitive and fairly secure. About 100 small
independent companies and agencies compete for the smaller contracts that the few
larger ones don’t bother with.
Site-based ‘in-service’ plant inspector’s salary terms are generally higher than those
for home-based roles. Once a plant inspector has moved up out of the ‘NDT/weld
inspection only’ bracket then site work is available on either a permanent basis or for
periodic plant shutdowns or ‘turnarounds’. These can last anything from 3 weeks to
6 months, as multiple plant assets are shut down and inspected in sequence. Salary
equivalents are higher, depending on the role, ranging from about 125% to 170% of
the national average salary. Higher incomes are available where dicult locations,
working conditions or experience requirements are involved. You can expect working
hours to be long and hard and you won’t be going home at 5pm.
Site-based ‘integrity engineer’ roles are a progression for some plant inspectors.
These have higher technical qualication requirements and you need a wide and
proven technical knowledge base. If you don’t have this you will be found out fairly
quickly. The rewards are much higher; 180–220% of the average national salary is a
reasonable expectation with some of the larger companies. Reneries generally oer
the highest salaries but have the most stringent requirements. In return, the hours
are again long and inconvenient and you will be expected to show a high commitment
to the role rather than just using it as a stepping stone to elsewhere.
Oshore-based inspection engineer roles oer a unique balance of technical
capability versus reward. Salaries can be as high as 200–300% of the national average
salary and the working schedule is attractive, varying from 2 weeks on, 2 weeks o
to 2 weeks on, 3 weeks o, depending on the operator. Employment status can be
either self-employed/agency or full-time sta.
In overseas developing countries (either onshore or oshore), salaries are
comparable to the above but leave rotation will be dierent. A 28-day on/o rotation
is common. Traditional annual expatriate positions are still available overseas but for
the best salaries you will need to work in the newer oil producing countries rather
than the traditional Middle East destinations.
Onshore-based inspection engineer roles exist to service the oshore inspection
industry. These include the less technical QA/planning-type roles to corrosion
engineer and ‘inspection technical authority’ positions that most oshore inspection
companies have. Salaries are again high but heavily inuenced by supply and demand
for the people with the correct skills who will accept an oce-based role without the
holidays available on an oshore schedule. To progress to the highest onshore salary
levels, you will need to move into a management position, dealing with people as well
as related technical issues. Some enjoy this and some don’t.
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Works-vs-in-service inspection
6. Works-vs-in-service
inspection
There is a clear boundary between the activities of in-service inspection and those
of new construction inspection. Construction inspection is the inspection of new
equipment during manufacture and its pre-use commissioning on site. Similar to
in-service inspection, construction inspection is inuenced by technical codes and
standards (and for some equipment, statutory requirements) but the main drivers are
the commercial requirements and preferences of the purchaser.
From a technical viewpoint, the scope of construction inspection is actually wider than
that of in-service inspection. This is because most items of engineering plant are not
covered by in-service legislative requirements. Items such as pressure equipment,
lifting equipment, some structural items, vehicles, etc. are subject to in-service
inspection legislation in most developed countries but vast amounts of other types of
engineering items are not. In-service inspection of these excluded items is, therefore,
an option rather than being mandatory and is left to the owners or users to either do
it or not, as they think t.
Fig.8 shows the dierences between the two inspection roles.
Technically, the knowledge requirements for in-service inspection are wider than
those of construction inspection. Once a piece of equipment has been put into
use, it is subject to various degradation mechanisms – corrosion, fatigue, creep and
straightforward wear and tear – that are not an issue with new equipment.
With most equipment, the issues of integrity and FFP are made more complex by
the eects of these degradation mechanisms. As a rule, the more complex the
design and construction of a piece of equipment, the greater is the complexity of the
eects of its degradation in use. This means that, for complex equipment such as
turbine pumps, pressure systems, etc., the assessment of FFP and integrity becomes
progressively more dicult as time progresses. Worse still, the eects of most
degradation mechanisms are not linear and so general levels of uncertainty and risk
increase unpredictably during a piece of equipment’s operational life.
What inspectors do
Fig.8
N e w c
o n s t r u c t i o n
‘ s h o p i n s p e c t o r s ’
Witness routine material tests
Review material certificates
Review welder qualifications
Check welding and NDT results
Witness pressure tests
Check compliance with specified manufacturing code
Sign off documentation packages
I n - s e
r v i c e
‘ p l a n t i n s p e c t o r s ’
Understand how plants work
Assess corrosion mechanisms
Evaluate inspection frequencies
Use initiative to recommend repairs
Detailed technical reports
FFP calculations and assessments
VESSEL GOES INTO SERVICE
In-service inspection is more varied.
The technical scope is wider, with morefreedom of opinion and interpretation.
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7. Office-vs-site inspection roles
Office-vs-site inspection roles
In-service inspection rarely has the degree of predictability that can (sometimes)
exist in new construction inspection. For this reason, in-service inspection rarely
involves quantitative aspects alone; qualitative techniques such as risk-based analysis
have to be used in order to handle the uncertainty. This is what makes in-service
inspection interesting.
Plant inspection careers can involve either oce-based or site roles (see Fig.9).
Surprisingly, there is less t ime-based ‘promotion’ progression from site inspector
to oce-based ‘Integrity Engineer’ or ‘Technical Authority’ work than in many other
engineering roles. Many oce-based inspection engineers have very little practical
inspection experience and they prefer to concentrate on computer-based RBI
analysis, preparation of inspection plans and the reviewing of reports rather than
crawling around inside vessels.
Most oce-based inspection roles involve some visits to plants but this is very
dierent to a job which involves day-to-day hands-on inspection. Hands-on inspectors
invariably have the best experience in nding corrosion mechanisms in real vessels
and pipework, but they may take the easy option in handing over their ndings to
others for diagnosis of FFP conclusions.
This split of responsibilities is most prevalent in the oshore industry where
owner/operator clients are often the driving force in supporting their contractors
to employ a large number of oce-based ‘integrity/corrosion engineer’ support
sta. In European companies, these roles generally require an engineering
degree. Educational requirements for oshore plant inspectors are lower and
NDT qualications, supplemented by plant inspector certicates, take priority over
academic excellence. This has a lot in common with the US model where API CertiedInspector certicates take priority.
Onshore downstream facilities have a dierent bias. Overall, their plant inspectors
have a higher academic level so the split between plant inspector and integrity
engineer is more blurred, and the role of the plant inspector wider and more
technically challenging. Reneries, in particular, frequently employ inspectors with the
best and most usable mixture of hard, practical engineering knowledge and technical
analysis skills. In European companies, these roles are dicult to get into without an
engineering degree or similar higher qualication as well as more practically-based
plant inspector certicates.
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Office-vs-site inspection roles
Job titles vary between company and country, but some typical titles that may be used
for inspection roles are:
Predominantly office-based
• Integrity Engineer
• Technical Authority
• Corrosion Engineer
• Risk-based Inspection (RBI) Engineer
• Pipework Engineer
• Vessel Engineer
• Storage Tank Engineer
• Inspection Support Engineer
• Inspection Co-ordinator
• ‘Work-pack’ Engineer
Site-based (onshore/offshore operating plant)
• Plant Inspector
• Oshore Inspection Engineer
• API-certied Inspector (API 510/570/653)
• Inspection Technician
• Engineer ‘Surveyor’ (normally used by insurance companies who also do low-levelinspection of pressure and lifting equipment)
Fig.9
Office-vs-site roles
Offshore (upstream) roles
Offshore
Inspectors rarelyvisit the office
Office
Planning andspreadsheets
Lots ofmeetings
Onshore
(downstream) roles
Refineries andpetrochemical facilities
Inspection and asset managementroles are more combined
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Skills and qualifications
8. Skills and qualifications
Why is inspector competence an awkward issue?
There are two main reasons. First, the technical scope of the subject is so wide – an
inspector may be required to inspect anything from a simple low-pressure garage air
receiver to a highly dangerous process reactor operating under corrosive conditionsat high pressures. Second, most of the statutory legislation that governs in-service
inspection relies on the inspection industry practising a high degree of self-regulation,
it is charged with deciding the competence of its inspectors itself rather than
requirements being externally imposed. The resulting freedom means that each
inspection organisation takes a dierent view of what qualications and experience its
inspectors require, and how their competence will be assessed.
European qualications for plant inspectors are a fairly recent innovation. Whereas
the USA has a long-established system of inspector qualication (The American
Petroleum Institute (API) certicate programme), the EU has no such uniform legal
requirement. In recent years, however, pressure from enforcement authorities,
accreditation bodies and plant owner/user clients themselves has brought the
technical competence of plant inspectors into focus. Existing certication schemes
limited to weld inspection and NDT disciplines do not t well with the much wider
discipline of pressure systems inspection. Why should they? It’s a dierent subject.
Which inspector certification schemes are around?
The situation is less extensive for in-service inspection than for pressure equipment
new construction inspection. Most of the 196 or so countries in the world have no
legally-binding requirements at all for certication of in-service plant inspectors. Plant
operating companies either decide their own requirements for their inspectors or do
whatever they need to do in order to satisfy whichever government department or
ministry is in charge of plant and personnel safety.
A few individual countries have developed their own programmes and preferences
for inspector certication. Some are legal, some quasi-legal, and for others their
status is dicult to determine from outside. There may also be some crossover with
new construction inspection or the nuclear and/or oshore industries, and the extent
of the requirements vary from individual inspector certication to a more general
system of audit or registration. The main ones are:
• The Netherlands
• Norway
• Malaysia
• Singapore• Australia
• New Zealand
• Germany
• China
• The USA and Canada
Fig.10 shows a summary.
The USA and Canada
Most areas of North America have legal requirements for inspectors to be individually
certied. The main players are the American Society of Mechanical Engineers (ASME),
the American Petroleum Institute (API) and the National Board of Boiler and Pressure
Vessel Inspectors (NBBPVI), presided over by the legal ‘jurisdiction’ of each individual
state. Supplementary legal requirements are set or policed by the Occupational
Health and Safety Administration (OSHA) and investigated by the Chemical Safety
Board (CSB) after accidents occur.
The main inspector Individual Certication Programme (ICP) for the petroleum
industry in the USA and Canada is the API ICP, covering API 510, 570 and 653. In
many states, this is a legal requirement. ASME and NBBPVI certication and certicate
programmes have comparable legal status, with preferences varying between states.
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Skills and qualifications
ASME and API certification programmes outside North America
In countries outside North America these programmes have little, if any, legal
signicance. They do, however, have increasing recognition because:
• They are seen as useful as a ‘benchmark qualication’ when there are no
others available
• Like it or not, the oil industry worldwide is dominated by ASME and API
construction codes
• US-based oil companies operating in other countries are more familiar with them
than with other national certication programmes
In Europe, the acceptance of these ASME- and API-based certication (and certicate)
programmes is increasing. Some countries are more enthusiastic about adopting
them than others who prefer their European harmonised codes and standards to
ASME and API documents. Similarly, some like the ASME and API approaches to
code-based, multiple-choice question examinations and competence testing, whereas
others prefer a more measured approach.
In developing countries, the achievement of overseas certicates is likely to carry
signicant weight in itself, with few questions asked about any level of competence
assessment lying behind them.
To conclude, on a worldwide basis, the ASME and API certicate programmes are the
main players, with increasing recognition. National schemes will continue in the few
countries that have them; some of them are technically quite good but they struggle
to gain recognition outside their country of origin.
Inspector certificationprogrammes worldwide
Fig.10
Worldwide certification ASME L1/L2/L3 (outside of North America)API 510/570/653 (including North America)
National certification Holland/Norway/Australia/New Zealand/Malaysia
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Inspection skills self-assessment
Secure inside your comfort zone
You like the warm feeling of working well within your own technical comfort
zone, however narrow this may be. Importantly, your comfort zone is
two-dimensional covering:
• The technical subjects that you understand
• Your limitations in making decisions and defending them against the views of
people who disagree
When inspection issues or questions fall within this comfort zone, you feel quite
happy, perhaps even enthusiastic, in giving answers to questions. Once an issuemoves outside it, you get worried, fall strangely silent, and are relieved to refer the
situation to someone else. Much of your experience has taken place within the
envelope of this comfort zone, and you have never thought of expanding it to several
times its current size. You prefer to tinker round the edges where the risks are lower.
Happy with limited decision-making
A fair percentage of technicians or engineers venture into inspection because of the
opportunities it oers to stray (cautiously, perhaps) outside their technical comfort
zone. This is normally coupled with a widening of their technical scope and a vision of
the resulting career progression. Hidden behind this vision, the requirement to make
technical decisions in your newly-acquired areas of expertise soon appears. Perhaps
50–60% of new inspector entrants will react positively to this challenge and become
adept at making these decisions, cautiously at rst, as they learn to adapt to their
new technical environment. The rest will never feel comfortable, spend a short time
avoiding the whole subject of technical decision-making, followed by a return to the
NDE, plant operations or oce-based role from which they came.
Active decision-searcher
If you are one of these, you thrive on making decisions. Once one decision made, it is
mentally archived and an active search resumed for another one to solve. Given that
true decision-makers are born rather than made, they divide about 30:70 into those
who realise that active decision-making (particularly getting it wrong) is one of the
world’s best and most ecient learning mechanism and those who simply enjoy being
at the centre of things rather than sitting passively on the sidelines while others take
centre stage (these, of course, are the ones who mention it on their CV).
Inspection provides the ideal vehicle for decision-searchers. The technical scope is
so wide that learning can be continuous and never-ending, with the comfort zone
remaining rmly on the horizon, never to be reached. That is what these people like.
Do not underestimate the importance of this assessment of your approach to the
technical comfort zone. It is as important as all your technical qualications and
analytical abilities put together, and so if you nd the subject awkward and prefer
not to think about it, you will almost certainly experience diculties tting into a
long-term inspection role.
Personal attributes of the inspector
It is fair to say that most people in the engineering industry would not t easily into a
high-prole role in technical inspection. Recruited into large organisations to ll some
traditional (perhaps articially) dened technical roles, schooled in team-working
and the search for consensus however meaningless, they nd the cold world of an
inspection role just that bit too awkward. Technical argument and conict, it seems, lie
just round every corner, with metallurgists, corrosion engineers and self-proclaimed
experts in this and that waiting to pounce at the rst sign that their territory feels
under threat. If, however, you can accept this as the central territory of the inspector,
then it is useful to look at what are the main attributes that an inspector needs to
succeed in this awkward little role. Fig.11 shows the breakdown.
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Inspection skills self-assessment
Fig.11
Integrity
Analyticalability
Perception Listening
Basic numeracy Independence
What you need tobe an inspector
A broadengineeringawareness
Focus
A methodicalapproach
Integrity
This means many things but in inspection it means being able to stand rmly behind
your technical decisions in the face of outside inuences. These inuences can be
informed or misinformed, persuasive or aggressive, considered or intemperate,
well-meaning and honest or not. They are all imposters, there to be resisted in equal
measure, if you feel you are correct.
Resilience
Without this you can’t reach your integrity objectives because they go hand in hand.
The level of technical resilience you can achieve is directly proportional to the level oftechnical knowledge you can demonstrate during inspection discussions. Notice that
the issue is about knowledge you can demonstrate rather than that which you claim
lies behind your qualications or gold-embossed certicates you have collected.
Independence
In most plant inspection situations, you don’t have the luxury of an army of technical
advisers and experts that you can turn to for advice. Even if you belong to a company
with large technical resources, they will very often not be available to you to provide
the instant and authoritative technical response that you may need. Over time, most
inspectors nd that they have to make the most of the on-site technical decisions
themselves, using the best combination of specications, codes and standards,
reference documents and personal experience that they can assemble, often under
pressure, and always short of time. For this, you need to be able to act independently,
choosing the correct technical decision or solution from the possibilities that you
have found (yourself).
Keeping your focus
Inspection situations are full of opinions, diversions, topical or interesting side issues,
and tempting paths of circle and spiral that lead nowhere. It can be very easy to get
misled by all of this so inspection is about keeping your focus on the main issues. The
fact that the discussions are predominantly technical helps but it is still a key point.
This is one attribute that can improve quite quickly as an inspector builds up his/her
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Inspection skills self-assessment
experience or, equally, drifts away at the expense of looking for some easy consensus
solution that will oend no-one, even if it does not achieve the real objective of the
inspection visit or discussion.
Listening
Inspectors do better if they spend more time listening than talking. Unless you
have innite time to absorb the content of hundreds of published documents
and standards, a lot of the relevant technical information that you need will come
from other people during inspection discussions. To make the best use of this, an
inspector needs the ability to listen and then pick out the relevant points from the
casual discussion, misguided opinion and technical noise.
Perception and analytical skills
This is a subset of listening. It involves picking out the technical truth from the
elements of technical persuasion that will inevitably come your way. Most technical
inspection situations are suciently complex to have several convincing-sounding
technical solutions, but some will have weaknesses or involve some hidden
compromise that you will only discover later. As with technical focus, this is an
attribute that gets easier with experience, assuming you have the necessary mental
processing power to hold it.
Using a methodical approach
For nding your way through an inspection situation to the correct decision, raw
intuition works ne but a methodical approach is better. The ability to work throughan issue, technical specication or inspection plan step by step, point by point, g ives
the best structure for covering all the issues, without anything going missing. Rather
than stiing intuition, this approach actually encourages it, providing a structure onto
which an inspector can hang his or her experience and use it to best advantage.
Most technicians and engineers have a head start on this attribute as it ts with
the engineering mindset that guided their choice of career in the rst place. For
the few who have lost it or turned in the other direction in pursuit of softer ‘people
management’ skills, they will nd their result in some wrong or missed decisions and
they will have a little more chaotic appearance to their inspection activities.
Basic numeracy
Basic maths nds its way into many in-service (and new construction)
inspections for uses such as:
• Minimum thickness calculations (all types of pressure equipment)
• Material properties (carbon equivalent, PREN number, etc.)
and more complex applications such as:
• Pump tests
• Rotating machinery performance tests
• Vibration and balancing
Inspectors who can’t (or won’t) do basic maths really are at a major career
disadvantage. Day by day you will nd yourself in situations where you are forced
either to rely on the calculations of others or remain suspiciously silent in the hope
that your inability will not be noticed. Over time, it is impossible to ignore calculations
completely and some inspection contracts contain lots of them, often related to
ASME/API code compliance checking or Fitness-For-Service (FFS) assessments. This
is a major area of self-improvement that inspectors can adopt to help their own
situation. The level of maths required for inspections can be learned, with the correct
instruction, by almost anyone with a mechanical or technical background as long as
they have the urge to try.
A broad engineering awareness
On balance, in-service plant inspection is more generalist than specialist. The scope
of equipment in any petroleum, petrochemical or process plant is wide; there arehundreds of equipment types, using thousands of engineering principles and a wide
range of materials, welding and design processes. The more of these an inspector
has an appreciation of, the easier and more eective the inspection job becomes.
As usual, it gets easier with experience as long as you understand the fundamental
dierence between 10 years of varied and knowledge-building experience and 6
months of blinkered experience merely repeated 20 times.
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Your training options
10. Your training options
Before you start
In the world of plant inspection, like anywhere else, no qualication alone will
guarantee you either an entry into your rst inspection job or provide a passport into
a better one. Plant inspectors who secure the most highly paid jobs are invariablythose who can combine the relevant qualications with hard-edged experience
and the personal attributes that make for a high-level technical awareness, focus,
and decision-making ability. Sections 7 and 8 of this Guide provide you with some
guidance as to what these are and some basic self-assessment routines that you can
use to rm up your thoughts about your own abilities.
Specialised plant inspection training is important, but , before you get too carried away
with training options (or waste your time and money), please consider these few basic
points of advice:
If you are a new engineering (rst or second degree) graduate with no practical
experience at all, it is highly unlikely that you will go straight into hands-on plant
inspection, become quickly established and respected, and rocket up the hierarchy,
however many inspection qualications you obtain. The short-cuts that you seek
are, unfortunately, just not there. You are not the only person to think of that
idea. In reality, you will most likely start in a desk-based ‘spreadsheet’ inspection
co-ordination role, nd diculty in getting real practical experience (as you are
so good at spreadsheets), and leave in a year or two to pursue some other non-
inspection discipline within which your inspection certicates will have little inherent
career value.
If, as a new graduate, you really do want to work in inspection, your best bet is to do a
couple of years of hands-on inspections, see if you like it, nd out if you are any good,
and then pursue inspection qualications. Without this previous hard engineering
and inspection experience, you will have a continuing credibility problem and your
technical decisions and inspection reports will be an attractive target for all to criticise
and overturn.
For more general advice on passing an engineering degree in the rst place, have a
look at Section 11 of this Guide .
If you are a hands-on plant operator, NDE technician or craftsman with no
high-level academic qualications (HND, degree, etc.), there is no need at all to be
apprehensive about moving into plant inspection. Most good plant inspectors have
more practical abilities than academic ones, and the level of mathematics analysis
skills you need can be learned. If you have a basic secondary school education and
have achieved RT/UT (radiographic testing/ultrasonic testing) certicates then you
almost certainly have the ability to do the basic maths if you are willing to put the
necessary eort in.
Once again, it is unwise to start with the hardest, most specialised courses. You
may fail and then, following several equally unsuccessful re-sits, start to question
the whole idea of your change of career. Also, in the small and closed world of
inspection employers, poor exam performances and reputations soon become
common knowledge and a hidden ceiling will slowly and quietly descend upon your
career prospects.
The best way to start is with a general ‘Level 1’ introduction to plant inspection
training course. Lasting 4–5 days, this will give you a good overall picture of the
statutory regulations, published codes and documents involved in the world of plant
inspection, so you can see if you like it.
If you are a new construction ‘shop inspector’ or ‘weld inspector’ with a certain
amount of engineering knowledge but no experience of working on operating plant
then, once again, it is not a good idea to take the most advanced or specialised
courses rst. They will not project you instantly to the top of the employment
prospects pile, because you will still lack experience and nd that the restricted
syllabus of the most specialised qualications still only covers a small part of the
technical knowledge that you need. Employers know this; it is the combination of
qualications and in-service inspection experience that they look for. Shop inspection
experience is not hugely valued among many in-service inspector employers.
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Your training options
In this position, the best advice is, again, to start with a general ‘Level 1’ introduction
to in-service plant inspection training course. This will start you on the road of
conversion to the in-service inspection eld and open up your prospects to
progressing from there.
Look back to Fig.4; this summarises the most productive inspection career routes
from these, and some other, starting positions. There will always be exceptional cases
– people who signicantly over- or under-achieve but on balance this gure is a good
representation of how things work in reality.
Your choice of training route and the dangerof over-qualification
Your choice of training route depends on where you want it to lead. As with most
jobs, it is temptingly easy to become over-qualied, collecting every qualication
and certicate that you can in the hope that it will paint you into the picture as
the person to be chosen for the best jobs. Unfortunately, it doesn’t work quite like
that. Candidates festooned with paper showers of certicates proclaiming their
excellence at every level, from hands-on weld inspector or NDE technician, through
to rst and second degrees in petrochemical-sounding subjects, and topped with
specialist metallurgical or corrosion knowledge, rarely t well into a practical in-service
inspection role. Over-qualication, particularly across a wide spectrum of academic
levels, raises questions in an employer’s mind about lack of direction, reliability and
the real level of commitment the candidate has to the inspection roles he or she is
looking for.
In the inspection industry, your choice of training route is, therefore, the most
important choice that you will make. It will demonstrate to others your decision-making and direction; over time, the correct choice will move your career along much
more eciently in a way that suits you better.
Fig.12
Inspector training routes
RopeAccess
NDTTechnician
API 653
API 570
API 510
ASME L2
ASME L3
TechnicalAuthority
Senior PlantInspector
ASME L1
PlantInspector
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Your training options
The two main routes
Fig.12 shows the two main routes that you can take. They are not the same; they
involve dierent skill-sets and these allow informed employers to dierentiate
between the two and favour the one they want.
Alternative routes concentrate on more specialised subjects, dealing with deeper
appreciation of specic inspection topics relating to, for example, FFP studies,
non-intrusive inspection justications and softer topics such as RBI (Risk-Based
Inspection). These are specic skill-sets which not all in-service plant inspectors would
be able, or want, to do well.
Route 1: ASME Plant Inspector training certificate (levels 1, 2, 3)
Despite its title, this programme was developed and initiated in the UK. It is divided
into three levels, based purely on technical knowledge and expertise rather than
anything to do with supervisory or managerial experience. It is a programme which
requires candidates to demonstrate actual practical skills and understanding of the
topics included. It does not use exclusively multi-choice questions as these have
weaknesses at testing delegates’ true technical ability and knowledge.
ASME level 1 ‘Plant Inspector’
This is a 4–5 day course covering the essential groundwork of pressure systems in-
service inspection. While it is a level 1 ‘entry level’ course, it does not contain, nor is it
pitched at, the same level as visual weld inspection and NDT qualication content. It is
much broader and equipment-specic. Fig.13 shows its ‘overall view concept’.
There are no overly restrictive entry criteria for ASME level 1 although most
candidates have some engineering experience connected with inspection or integrity
issues in some way. Academic qualications are not essential as candidates from a
background in NDT, welding, operations/maintenance, etc. traditionally t quite well
into this course, whether they have academic qualications or not.
Fig.13
ASME Plant Inspector
Certified BoilerInspector
API 510Vessels
API 570Pipework
API 653Tanks
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ASME level 1 centres on the requirements of statutory inspection under the relevant
regulations and, in most of our courses, contains hands-on inspection and reporting
exercises on low-pressure vessels and piping components. The course is examined
via a test paper (multi-choice and descriptive questions) plus an assessed sample
inspection report. Successful candidates receive certicates awarded by ASME.
About 50–60% of delegates nd the ASME level 1 sucient for their needs and CV
prole and will not want, or need, to progress to a higher level.
ASME Plant Inspector level 2 ‘Senior Plant Inspector’
ASME Plant Inspector level 2 is much harder than level 1. It contains the following sixtopics which are studied in some depth in a 4-day intensive course:
• Pressure equipment design codes and their margins
• Simple FFP assessment of corroded pressure components
• Inspection periods
• Non-intrusive inspection and its justication
• Temporary and permanent weld repairs to pressure equipment
• Critical corrosion mechanisms, including sour service
It is examined by a 3-hour exam of six narrative questions requiring written
descriptive answers. The exam is held at the end of the course. Candidates are
assessed on their technical knowledge and experience. Successful candidates receive
certicates awarded by ASME.
The pass mark is 70% and the chances of achieving a pass using guesswork, learningby rote or regurgitating the content of the course notes parrot-fashion are next
to zero.
ASME level 2 entry requirements
We require that entrants to ASME level 2 demonstrate a certain level of competence.
This may be either:
• Passing ASME level 1 or a comparable entry-level plant inspection course.
Pure weld inspection/NDT qualications from CSWIP/PCN etc. sources are not
considered eligible for entry to this course
• CV assessment – you must be able to demonstrate previous pressure systems
inspection experience at the necessary level. Achievement of IEng/CEng status is
an asset but BEng/MSc qualications on their own, unless combined with relevant
experience, are given no special consideration
ASME Plant Inspector level 3 ‘Technical Authority’
This is the highest level, covering advanced inspection-related topics such as technical
disputes, expert witness reports, technical guarantee/insurance claims, etc. Only a
small percentage of inspection engineers will progress to this level. The examination
comprises complex written exercises and case study/expert reporting work requiring
good written and language skills combined with wide engineering experience.
Entry to level 3 is only via ASME level 2, personal recommendation, or our rst-hand
knowledge of a candidate’s experience and abilities.
The ASME Plant Inspector certicate programme is the best-attended course run
by Edif ERA in the UK and some overseas countries. Progression to ASME level 2, in
particular, is seen as being one of the most eective ways to identify inspectors who
have the experience, technical knowledge and reporting ability to perform well ininspection positions of higher responsibility.
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Route 2: The API 510/570/653 certification programmes
The American Petroleum Institute (API) certication scheme for in-service inspectors
goes under the grand name of its Individual Certication Programme (ICP). Developed
in the USA, it is available in various countries in the world, including the UK. It was
originally intended for inspectors working in the upstream and downstream oil
industry although much of its technical approach adapts well to other petrochemical
and general process industries.
It is used extensively in the USA ( it is a legal requirement in many states for inspectors
to be certied) and in other countries that use API/ASME codes. In countries where it
is not a legal requirement, it just has the status of being recognised as a ‘benchmark’standard for certication of inspectors.
Owing to their origin in the USA, the API 510/570/653 programmes are concerned
only with the verbatim written content of these code documents and other listed
US supporting documents. The examinations then act purely to test the ability of
candidates to answer a bank of multi-choice questions, based on the wording of the
code documents.
How many ICPs are there?
There are three main ICPs, each linked to a specic set of API codes relating to the
type of equipment covered. They are (see Figs.12 and 13):
• API 510: Pressure vessel inspector
• API 570: Pipework inspector
• API 653: Storage tank inspector
These three main certication programmes have been established for many years.
There are also a few less well-known ones – qualications for ultrasonic examiners
(QUTE) and API 936 (certication for refractory personnel) are two of them, limited
mainly for use in the USA.
Which industries recognise API inspector certification?
The API organisation has its roots in the US petrochemical industry but some other
large-scale process industries around the world recognise API inspector certication.
This is because many of the vessels and pipework systems used are built to the
ASME/API codes that form the foundation of the inspector certication examinations.
API-certied inspectors can, therefore, be found in:
• Rening/petrochemicals
• Oshore/onshore oil and gas industries
• Power utilities
• General process industry
What is the recognition of API certification in the UK/Europe?
The recognition of API inspector certication in the UK and Europe has increased over
the past few years. Two reasons for this are:
• Increasing ownership of oshore facilities and onshore power/process plants by US
companies who are used to recognising API certication
• Recognition that the API ICP is eective at identifying inspectors who can read code
clauses in detail, if that is a skill that is required
How do I become API certified?
In theory, to become certied as an API certied inspector, all you have to do is meet
the API entry requirements and then pass the 8-hour examination. In practice, unless
you have full familiarity with the relevant codes (1000+ pages), you will struggle unless
you prepare for the examination by enrolling on a training course.
The choice is yours. If you attend a training course, it will teach you about the
philosophy and style of the codes, and the way the exam questions are written, test
you using mock exams, etc., and prepare you to take the 8-hour API exam. Some
people decide they don’t need this and make their best attempts on their own.
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When and where are the examinations held?
The API examinations are held around the world on scheduled dates in March, June,
September and December every year. Candidates book in advance to attend an
examination session at which they sit the examinations for either API 570, 510 or 653.
The exam application follows onerous US-style rules and procedures with fairly strict
identity and qualications checks.
As all API 510/570/653 examinations are on the same day, you cannot sit more than
one at the same time. Many of the examination sessions are organised with API
through a training provider, enabling candidates to sit for the examination either
immediately after they have completed the exam preparation training course or
within a short time.
What is the technical content of the API 570/510/653 examinations?
The technical contents of the examinations are well dened and cover exclusively
API and ASME codes and standards. The content of the exam preparation training
courses reects the scope of the examinations in order to prepare the delegates to
sit the exam.
API examination entry requirements?
API set minimum entry requirements for candidates who want to sit for the
570/510/653 exams. This is based largely on the way that things work in the USA.
The general principle is that candidates must be ‘employed by or under contract
to an authorised inspection agency or owner/user organisation’. In practice, this is
less onerous than it sounds and inspectors in Europe or elsewhere who work undercontract (self-employed or limited company) seem to be generally considered eligible.
There is a minimum experience requirement of between 1 to 5 years, depending on
your level of technical qualications.
The Edif Training API ICP training programmes
As an established provider of inspection training courses, Edif ERA oer API
570/510/653 training programmes for API exams held in the UK and selected other
countries. These programmes are written and delivered by UK presenters and cover
all the skills required to sit for the API examinations.
What is the format of the training programme?
The programme consists of two parts:
• Part 1: Preliminary on-line learning training modules
• Part 2: A 5+2-day full-time ‘residential’ classroom course, followed by the relevant
API exam
Our rst-time pass rate is 95%+, compared to a worldwide average of 55–60%. We
achieve this by assessing carefully those who we accept on this route of our training
courses and ensuring they put in the necessary eort to pass the exam. If we think
you are not suitable for this route, we will recommend an alternative route rather
than encourage you to waste your time and money.
Route 3: Specialist technical courses
Inspectors who attend our more specialised technical courses fall into three
main groups:
• Qualied engineers who want to learn specic skills to use in their current role.
They are less interested in the ASME or API certicate routes as they are alreadyhighly technically qualied and have achieved a senior position by other means
• Inspectors who have already been on either the ASME or API certicate routes and
need to ll specic holes in their technical knowledge
• Technicians who require specic training in a separate subject and have no
ambitions to go down inspector certicate route (pressure relief valve the
inspection/maintenance technicians, are a good example)
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Your training options
What are the specialist courses?
The main specialist courses we run at Edif ERA are shown in the list below. These
have achieved regular attendance over many years and proved benecial in providing
delegates with the skills they require.
• Inspection and maintenance of PRVs: ASME certication course
• The UK Pressure System Safety Regulations (PSSRs)
• Practical use of API 579 (tness-for-service) assessments
• Non-Intrusive Inspection (NII) to DNV-RP-G103
• Introduction to risk-based-inspection: API 580/581; ASME certication course
• Pressure equipment code design
• ASME PCC-2: Pipework repairs
• Certied boiler inspector training and exam
We run all of these both as scheduled public courses and in various combinations
and permutations as in-house courses for individual client companies; 60–80 per year.
Other supplementary courses we run in this category, mainly in-house courses on
request, are:
• Root cause analysis
• Technical report writing
• Introduction to in-service inspection (non-ASME certicate)
• Thickness checking of pipes/vessels
Conclusion
Taken together, these routes make up the majority of paths taken by technicians
and engineers from all backgrounds who become inspectors. Although the routes
themselves require dierent backgrounds and involve dierent types of people, the
technical skills that have to be acquired to do the job of inspection don’t vary too
much. You can acquire the formal qualications you need via either the ASME Plant
Inspector (Route 1) or API 510/570/653 ICP scheme (Route 2). Each has its specic
features and positive and negative points. ASME level 1 has a hands-on training
element and ASME level 2 gives merit to descriptive aspects of inspection reports.
ASME level 3 ‘Technical Authority’ is the hardest course there is. The API ICP exams
are 100% US code orientated, written in US style, and have a huge syllabus, not all
of which may be necessary in your own day-to-day work. They are well accepted
worldwide by those who like the scheme but for some people they are not the best
place to start.
Specialist courses are vocational and useful but, again, they are not a starting
point for your inspection training. Most people come to these after attending
our other courses.
And then, of course, you need engineering and inspection experience. The more you
get, the more employable you will become.
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Engineering inspection careers: some advice for new entrants
11. Engineering inspection careers:
some advice for new entrants
Introduction: what is an inspection engineer?
You can hear and read long, opinionated but largely inconclusive arguments as
to what the title ‘inspection engineer’ actually means. For every view that the title
should be limited to those with a certain level of qualications or who have attained aprescribed level of Institution membership, there is a contrary one that says it should
relate equally to those who can prove a level of practical or craft skill or demonstrate
a number of years of inspection experience.
Unlike some countries where the designation is better dened, the situation in
the UK remains liberal and self-regulated. In many industries, the titles ‘inspector’
and ‘inspection engineer’ are used freely and interchangeably, without too much
chaos being caused. Older, more t raditional industries often have more denitive
internal understanding of what the titles mean to them. This owes more to their own
blinkered hierarchical structure and heritage, than to any technical interpretation that
they really ascribe to the terms. In this older view of the world, whether you are called
‘inspector’ or ‘engineer’ paints, to them, a picture of whether or not you sit in an oce
playing with spreadsheets or go out on site and get your hands dirty, what you wear
and how much you get paid.
Looking back in time to the start of it all, it becomes clear that job titles and
delineations are much more articial than they appear. The earliest engineers
conceived the ideas, designed their innovative steam engines, bridges and ships,
raised the funds and inspected many of the parts themselves. This was born of
necessity because there weren’t any ready-trained inspectors waiting to understand
others’ ideas and do the job for them. Once underway, however, the industry
matured quite quickly and separate job roles soon started to crystallise out, driven by
peoples’ preference to concentrate on things that they naturally did best.
Over the last 100 years or so, with increased maturity of the industrial society, the
division of labour has continued, each engineering specialism soon fragmenting into
several sub-specialisms of its own, and so on. This is why the argument as to what
exactly delineates an inspector from an engineer has no real answer, and probably
never will have. It is simply too dicult to draw a line in the sand, within such a large
and varied continuum of skills, on which everyone will agree.
Assuming you have no wish to spend the next 40 or so years worrying about a
question to which you know there is no answer, here is another way to look at it.
Think of inspectors and inspection engineers as all being part of the wide spectrum of
the world of inspecting things. A spectrum has no gaps between its colours, each one
leads seamlessly on to the next. Now think what it would look like viewed in black andwhite rather than colour – they are now all the same colour (grey) dierentiated from
each other only by the depth of their shade of grey.
What if the shades of grey represented technical diculty ? The light grey shades
would represent inspection job roles that are easier to learn, with the dark ones
being progressively more dicult. Diculty might also be associated with not only the
technical depth of the subject or role but also the time it would take to learn to do it
well. At no point in this continuum from white (easy) to black (dicult) could we draw
a denitive line dividing ‘light’ from ‘dark’, all we can say is that the spectrum consists
of varying degrees of lightness and darkness and that every shade forms part of the
complete picture. So here’s our conclusion:
• Generic job titles such as ‘inspector’ and ‘inspection engineer’ cannot, realistically,
be accurately dened – they are simply parts of the continuous spectrum of job
roles in the inspection industry
However,
• One way to view the dierence in roles is to consider how dicult each one is and
how long it would take to learn to do it fully (and properly)
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Engineering inspection careers: some advice for new entrants
A rough guide to inspection industry breakdown
There are many hundreds of dierent industry types, roles, job descriptions and
specialisms in the world of inspection engineering, spread over a multitude of
dierent industry sectors. There are various systems that attempt to categorise these
into Standard Industry Classications (SIC) using code numbers or letters but they are
complicated and don’t always t well with each other.
Simplistically, you can think of the inspection industry, and the job roles within
it, as a matrix. To keep this matrix to any sort of manageable size means that it
needs to be generalised – providing an overall picture rather than a detailed or
comprehensive analysis.
Fig.14 shows the matrix. The more basic industries lie near the bottom, rising to the
increasingly complex and technologically advanced ones towards the top. Although
pure science elements exist at all these levels, they become more prevalent and used
in greater detail in those industries near the top of the matrix. There is no implication
of value or worth to industry in the position of any entry in the vertical scale, it is
just a crude grading based on the overall complexity and resultant diculty of the
subject. The horizontal axis of the matrix is dierent – this shows the basic allocation
of inspection job roles. These are equally applicable to all the industry sectors in the
vertical scale – there may be a few dierences but the basic breakdown is much the
same for all. The horizontal axis is based on a chronological (time) scale running left
to right. Unlike the vertical axis, the dierences in complexity and diculty are less
well spread across the horizontal axis. Design appraisal before manufacture sits
alone as a discrete skill-set but the others are fairly wel