Study Guide for Source Inspection and Quality Surveillance of Rotating Equipment REVISION T 22 OCTOBER 2018 Foreword This guide has been developed to provide information for source inspectors for the purpose of providing a consistent method of Vendor quality surveillance for the oil, petrochemical and gas industries. It is intended as a resource for individuals studying to take the API Source Inspector Certification examination. Other references contained herein and in the published Body of Knowledge (BOK) will also be necessary for individuals to become familiar with in order to pass the examination and to perform satisfactorily in the source inspection job. This study guide is also intended as a draft from which an API Recommended Practice for Source Inspection could eventually be formulated and published utilizing the ANSI standardization process. iii Contents Page 1 Scope . 1 2 References. 1 3 Definitions, Abbreviations, and Acronyms. 3 3.1 Websites Useful to the Source Inspector . 13 4 Training and Certification. 13 4.1 General. 13 5 Source Inspection Management Program . 13 5.1 Employers or Inspection Agencies . 13 5.2 Source Inspection Management Programs . 14 5.3 What These Management Programs May Reference. 14 6 Project-specific Source Inspection Planning Activities . 15 6.1 General. 15 6.2 Coordination of Inspection Events . 15 6.3 Report Review . 15 7 Source Inspection Performance . 15 7.1 Inspector Conduct and Safety . 15 7.2 Review of Project Documents . 15 7.3 Performing the Source Inspection. 21 7.4 Source Inspection Work Process Scheduled Planning Events . 21 7.5 Nonconformance/Deviations . 23 8 Examination Methods, Tools, and Equipment . 23 8.1 General. 23 8.2 Review and Confirmation of Materials of Construction . 24 8.3 Dimensional Inspections and Measurement Devices . 25 8.4 Visual Inspections. 26 8.5 Nondestructive Testing (NDT) Techniques. 26 8.6 Destructive Testing. 27 8.7 Pressure/Leak Testing . 27 8.8 Performance/Functional Testing/Mechanical Run Test. 28 8.9 Equipment Disassembly Inspection Examples . 29 8.10 Surface Preparation/Coatings Inspections. 30 9 Final Acceptance. 30 9.1 Prior to Final Acceptance of Rotating Equipment . 30 9.2 Shipping Preparations . 31 9.3 Reviewing Final Vendor Data. 31 10 Manufacturing and Fabrication Processes. 31 10.1 General. 31 10.2 Welding Processes and Welding Defects. 32 10.3 Casting . 32 10.4 Forging. 32 10.5 Machining . 33 10.6 Rotating Equipment Assembly . 33 10.7 Metallurgy Issues Associated with Manufacturing and Fabrication Processes . 34 10.8 Assembly Inspection of the Equipment Train on the Baseplate . 35 v Contents Page 11 Centrifugal Pumps . 36 11.1 General. 36 11.2 Design and Construction Standards. 38 11.3 Materials of Construction/Pump Components. 38 11.4 Testing . 46 11.5 Final Inspection. 49 12 Drivers . 50 12.1 Electrical Motors . 50 12.2 Tests and Inspections . 50 12.3 Final Inspection and Shipping Preparations . 51 13 Gears . 51 13.1 General. ..