Rapid review of Level I fundamentals with emphasis on areas requiring deeper understanding for independent Level II practice.
Magnetism Fundamentals Review
Level I Review - Magnetism Fundamentals
As a Level II candidate, you are expected to have thorough command of Level I concepts and be able to apply them independently. This chapter provides a focused review of the critical principles that underpin all Level II activities.
Magnetic Fields and Flux
The core of MT is flux leakage - when flux flowing through a ferromagnetic material encounters a discontinuity oriented perpendicular to the flux direction, the flux is forced out of the material at the surface, creating a localized leakage field. Magnetic particles are attracted to this leakage field, forming visible indications.
Key relationships a Level II must know cold:
- B = μ × H (flux density = permeability × magnetizing force)
- Ferromagnetic materials have very high μ (hundreds to thousands), concentrating flux inside the material
- Reluctance is the magnetic analog of electrical resistance - air gaps and non-ferromagnetic inclusions have high reluctance
- Discontinuities perpendicular to flux produce strong leakage; those parallel produce none
- Two perpendicular magnetization directions are always required for complete coverage
Hysteresis and Material Response
The hysteresis loop (B-H curve) determines how a material responds to magnetization and demagnetization:
- Retentivity (Br): Residual flux after magnetizing force removed - determines suitability for residual technique
- Coercivity (Hc): Reverse force to demagnetize - determines demagnetization difficulty
- Permeability (μ): Ease of magnetization - affects amperage requirements
- Saturation (Bs): Maximum flux density - defines the upper limit of useful magnetization
As a Level II, you will select magnetization parameters, choose between continuous and residual techniques, and specify demagnetization procedures. These decisions all require understanding the material's hysteresis behavior.
Level I → Level II Knowledge Upgrade Matrix
| Topic | Level I Knowledge | Level II Addition |
|---|---|---|
| Magnetization direction | Must use two directions | Selects optimal directions for specific geometries |
| Amperage | Follows procedure values | Calculates amperage from formulas, selects optimal range |
| Particle selection | Uses what procedure specifies | Chooses particle type based on application requirements |
| Indication classification | Records and measures | Evaluates as relevant/non-relevant, applies acceptance criteria |
| Demagnetization | Performs per procedure | Selects method, specifies parameters, verifies results |
| Surface preparation | Prepares per procedure | Determines required preparation level based on sensitivity needs |
| Reporting | Records findings | Evaluates findings, makes accept/reject dispositions |
| Procedure | Follows written procedure | Develops procedures, specifies technique parameters |
Equipment and Technique Review
Equipment and Techniques - Level II Perspective
At Level II, you are expected to independently set up, calibrate, and operate all MT equipment types. Your Level I training covered the mechanics - Level II adds the engineering judgment for selecting and optimizing.
Equipment Selection Logic
Bench (stationary) units: Best for production environments with repetitive parts. Head shots (circular) and coil shots (longitudinal) provide complete coverage on parts that fit between headstocks. Central conductors handle hollow parts without arc burn risk.
Portable prod units: Field inspection of large weldments, structural connections, pressure vessel welds. Prod spacing 3-8 inches, amperage per ASTM E709 formulas. Critical awareness: arc burn prevention requires firm contact before energizing and de-energizing before lifting.
Portable yoke units: The most common field MT tool. AC for surface cracks (most weld inspections), DC for subsurface detection. Lifting force verification at the actual spacing to be used. Articulating legs for curved surfaces.
Multidirectional units: Production bench units that apply circular and longitudinal fields in rapid sequence, eliminating the need for separate magnetizations. Requires careful setup and verification with QQI shims in multiple orientations.
As a Level II, You Must Be Able To:
1. Select the optimal technique(s) for a given part geometry, material, and discontinuity type
2. Calculate amperage or verify field adequacy for each technique
3. Determine if continuous or residual technique is appropriate
4. Specify particle type, carrier, and application method
5. Define coverage strategy (number of passes, overlap requirements, magnetization sequence)
6. Recognize when equipment performance is degraded and take corrective action
7. Troubleshoot unexpected results (no indications when expected, excessive background, false indications)
Level II Field Judgment Scenarios
Scenario 1: You arrive at a bridge inspection site to perform MT on moment-frame connections. The procedure specifies AC yoke with wet visible particles. However, the temperature is 28°F and the steel surface has light frost.
Level II decision: The procedure's minimum temperature requirement is likely 40°F. Below this, moisture (frost) creates false indications and wet particles may not flow properly. Options: (a) Apply preheat per the welding code to raise surface temperature above dew point plus 50°F, (b) switch to dry particles which are less temperature-sensitive, (c) postpone until temperature rises. You must document whichever decision you make and the rationale.
Scenario 2: During MT of a large-diameter vessel nozzle weld, your AC yoke produces indications that are faint and inconsistent. The lifting force was verified at the start of shift.
Level II analysis: Possible causes: (a) Pole spacing too wide - verify actual spacing vs. procedure max, (b) Poor pole contact on curved surface - check for air gaps, consider articulating yoke, (c) Thick coating reducing sensitivity - measure with DFT gauge, (d) Material permeability lower than expected (alloy steel vs. carbon steel) - verify material and adjust technique.
The Level I would simply report poor results. The Level II diagnoses and corrects the issue.
Transitioning from Level I to Level II Mindset
The Level II Mindset Shift
The transition from Level I to Level II is not just an increase in technical knowledge - it is a fundamental shift in responsibility and approach.
Level I mindset: "I follow the procedure exactly as written and record what I see."
Level II mindset: "I understand why each step exists, can select the optimal approach, diagnose problems, and make accept/reject decisions with confidence."
This shift manifests in every aspect of MT:
- Equipment selection: Level I uses what's available. Level II selects the optimal equipment for the specific application and can justify the selection.
- Parameter setting: Level I applies the procedure's specified values. Level II calculates optimal values, understands the trade-offs, and adjusts based on field conditions.
- Indication evaluation: Level I records indications. Level II determines whether each indication is relevant, classifies it, measures it, and applies acceptance criteria.
- Problem solving: Level I reports problems to the Level II. Level II diagnoses root causes and implements solutions.
- Supervision: Level II reviews Level I work for completeness and accuracy, providing training and guidance.
Level II Self-Assessment Questions
Before seeking Level II certification, honestly assess your ability to answer these questions without reference materials:
1. Can you calculate the required amperage for circular magnetization of a hollow cylinder with known OD and ID?
2. Can you explain why two-directional coverage is required and demonstrate both orientations?
3. Can you distinguish a toe crack indication from a geometric non-relevant indication at a weld toe?
4. Can you specify demagnetization requirements for different material types?
5. Can you identify when field conditions require technique modifications and implement them?
6. Can you read and apply acceptance criteria from ASME Section VIII, AWS D1.1, or API 1104?
7. Can you write a clear, complete examination report that would withstand audit review?
8. Can you explain to a Level I why a specific technique was selected for a given application?
If you cannot confidently answer all of these, additional study and supervised practice are needed before certification.
Level II Role in Quality Assurance
The Level II in Quality Assurance
The Level II serves as the quality gatekeeper for MT examinations. Every accept/reject decision you make directly affects structural integrity and public safety.
Quality Responsibilities
- Verify that Level I personnel follow the procedure exactly
- Ensure all system checks (bath concentration, UV intensity, equipment calibration) are current
- Review Level I reports for completeness and accuracy before signing
- Identify training needs when Level I performance is inconsistent
- Report procedure deficiencies to the Level III for revision
The Weight of the Decision
When you accept a weld, you are stating that the examination was performed correctly and no rejectable indications were found. If that weld later fails in service and investigation reveals that a detectable discontinuity was present at the time of examination, the Level II's competence and the adequacy of the examination technique will be scrutinized.
Level II Examination Preparation Checklist
Level II Pre-Examination Checklist
1. Review the written procedure and identify all essential variables for the specific application.
2. Confirm personnel certifications are current (your own and any Level I technicians you will supervise).
3. Verify all equipment calibrations are within their due dates.
4. Check part identification - confirm the correct material, geometry, and applicable acceptance criteria.
5. Review any previous examination records for the same component (baseline comparison).
6. Establish the coverage plan - mark or sketch yoke/prod placements to ensure two-directional coverage.
7. Verify environmental conditions meet requirements (temperature, lighting, atmospheric conditions for confined space entry).
8. Confirm particle/bath condition (settling test within specification, particle appearance acceptable).
9. Brief Level I technicians on the specific requirements for this examination.
10. Document all pre-examination verifications on the examination report before beginning.
In-depth treatment of all magnetization methods with engineering calculations, optimization strategies, and technique selection for complex geometries.
Circular Magnetization - Advanced Calculations
Advanced Circular Magnetization
Level II technicians must be able to calculate magnetization parameters for any part geometry, not just simple cylinders. This lesson covers the engineering behind circular magnetization calculations.
Direct Contact (Head Shot) - Detailed Amperage Selection
Solid cylindrical parts:
Standard formula: 300-800 A/inch of outside diameter
- Lower end (300-400 A/in): Standard sensitivity, surface cracks in carbon steel
- Mid-range (400-600 A/in): Enhanced sensitivity, finer cracks, alloy steels
- Upper end (600-800 A/in): Maximum sensitivity, subsurface detection with DC
Hollow parts - the cross-section approach:
For hollow cylinders (tubes, pipes), the effective diameter is based on the cross-sectional area:
- Effective cross-section = (OD² - ID²) × π/4
- Equivalent solid diameter = √(OD² - ID²)
- Apply the same A/inch rule to the equivalent diameter
Example: 8-inch OD pipe with 0.5-inch wall:
- ID = 7 inches
- Equivalent diameter = √(8² - 7²) = √(64-49) = √15 = 3.87 inches
- Amperage at 400 A/in: 3.87 × 400 = 1,548 amperes
- Compare: Using full OD would give 8 × 400 = 3,200 amperes - dramatically overmagnetized
Non-circular cross-sections:
For rectangular, L-shaped, or irregular cross-sections:
- Calculate the cross-sectional area
- Convert to equivalent circular diameter: D_eq = √(4A/π)
- Apply the A/inch formula to D_eq
Prod Technique - Advanced Considerations
Beyond the basic 100-125 A/inch of spacing formula:
Thin material (< ¾ inch): Reduce to 90-110 A/inch to avoid overmagnetization and through-wall heating
Thick material adjacent to a free edge: Current flows preferentially through the material near the prods. If one prod is near a plate edge, current density at the edge is higher, potentially causing overheating or arc damage
Weld crown geometry: For examinations over weld reinforcement, the prods may not sit flat. Use prod tips with appropriate profiles or grind flat spots for contact
Advanced Calculation Errors
1. Using OD for hollow parts - The most common calculation error at Level II. A 12-inch OD pipe with 0.375-inch wall has an equivalent diameter of only 4.1 inches. Using OD gives 3× the correct amperage, potentially damaging the part.
2. Confusing ampere-turns with amperes - The coil formula (NI = 45,000/(L/D)) gives ampere-turns. Dividing by the number of coil turns gives the machine amperage. Setting the machine to 45,000/(L/D) amperes without dividing by turns can exceed equipment ratings.
3. Not adjusting for material permeability - Standard formulas are calibrated for carbon steel. High-alloy steels, cast irons, and martensitic stainless steels have different permeability. Always verify field adequacy with an indicator on unfamiliar materials.
4. Ignoring the 6-9 inch effective field length for coils - Longitudinal field from a coil only extends 6-9 inches in each direction from the coil center. A 24-inch part examined with a single coil position has unexamined zones at each end.
5. Calculating for the wrong technique - Circular formulas (A/inch of diameter) and longitudinal formulas (NI = 45,000/(L/D)) serve different purposes. Using the circular formula for a coil shot or vice versa gives meaningless results.
Longitudinal Magnetization - Coils, Yokes, and Optimization
Advanced Longitudinal Magnetization
Coil Magnetization - Engineering Details
The standard formula NI = 45,000/(L/D) assumes the part is positioned at the center of the coil. In practice, several factors modify this:
Part position within the coil: Maximum field is at the coil center. Parts positioned near the coil edge experience reduced and non-uniform field. For best results, center the part within the coil or position it against one end (for parts shorter than the coil).
Fill factor: The ratio of part cross-sectional area to coil cross-sectional area. Below 10% fill factor, most flux passes through air rather than the part, reducing effectiveness. Solutions:
- Use a smaller-diameter coil
- Add ferromagnetic pole pieces to concentrate flux into the part
- Increase amperage (within equipment limits)
L/D extremes:
- L/D < 2 (short, fat parts): Formula gives NI > 22,500 - may exceed coil or machine ratings. Consider yoke technique instead, or use multiple lower-amperage shots with the part repositioned.
- L/D > 15 (long, thin parts): NI is low but the effective field length is limited. Must reposition for multiple shots.
- L/D = 3 to 5: Sweet spot for efficient coil magnetization.
Yoke Optimization
Pole spacing selection:
The yoke's field strength between the poles depends on the pole spacing. Wider spacing covers more area per placement but produces a weaker field.
- 3-4 inches: High field strength, maximum sensitivity, but small coverage area - use for critical examinations or small parts
- 5-6 inches: Good balance of sensitivity and coverage - the standard for most field weld inspection
- 7-8 inches: Larger coverage area but reduced sensitivity - acceptable for thick structural members if lifting force verified
AC vs. DC yoke selection:
As a Level II, you specify which current type to use:
- AC: Surface cracks only (~0.5mm depth). Best for weld surface cracks, toe cracks, grinding cracks. AC provides particle mobility advantage.
- DC: Subsurface detection to ~6mm. Use when subsurface discontinuities are suspected (hydrogen cracks in HAZ, subsurface inclusions, near-surface laminations).
- In most cases, if the code doesn't specify, AC is the default for weld inspection because the vast majority of weld discontinuities are surface-breaking.
Technique Selection Decision Tree
As a Level II, you are often asked: "What MT technique should we use for this part?" Here is the systematic approach:
1. Is the material ferromagnetic? If not → MT is not applicable. Recommend PT or another method.
2. What is the part geometry?
- Can it fit in a bench unit? → Head shot + coil for complete coverage
- Hollow part? → Central conductor (circular) + coil (longitudinal)
- Large weldment/structure? → Yoke or prods (portable)
- Very large flat surface? → Prods with systematic coverage plan
3. What discontinuity types are expected?
- Surface cracks in welds → AC yoke (most efficient)
- Subsurface cracks (hydrogen, HAZ) → DC yoke or HWDC prods
- Fatigue cracks at stress risers → AC for surface, DC if subsurface initiation suspected
- Seams or laps in rolled products → Head shot or prods with field parallel to rolling direction
4. What sensitivity level is required?
- Maximum (aerospace, nuclear) → Wet fluorescent on a bench unit, controlled darkroom
- Standard (structural, pressure vessel) → Dry visible with contrast paint or wet visible, field conditions
- Screening (quick check, incoming inspection) → Dry visible with yoke
5. What are the environmental constraints?
- Outdoor, windy → Wet particles (resist wind better than dry)
- Confined space → Minimize petroleum-based materials, ensure ventilation
- Elevated temperature → Special high-temperature particles, verify temperature within range
- Underwater or wet → Specialized underwater MT equipment and procedures
Document your technique selection rationale in the written procedure.
Multidirectional Magnetization Engineering
Multidirectional Magnetization - Level II Engineering
Multidirectional units apply circular and longitudinal fields in rapid alternation, creating a resultant field that sweeps through multiple orientations. As a Level II, you must understand the engineering behind these systems.
Timing and Phase Control
Modern multidirectional units use rapid-switching electronics to alternate between circular and longitudinal pulses. The timing parameters are:
- Pulse duration: Typically 0.5-2 seconds per direction
- Overlap: Some units provide brief overlap where both fields are active simultaneously, creating a rotating resultant
- Sequence: Circular → longitudinal → circular → ... (or simultaneous with phase offset)
Verification Requirements
As a Level II setting up a multidirectional system, you must verify:
1. Field adequacy in both the circular and longitudinal directions independently
2. Coverage in all intermediate orientations using a cross-pattern or circle-pattern QQI
3. No dead spots where both fields are simultaneously too weak
4. Particle application timing synchronized with the magnetization sequence
When to Use Multidirectional vs. Separate Passes
- Multidirectional: Production environments with repetitive parts, where setup time per part is critical
- Separate passes: Field work, complex geometries, non-standard configurations where independent control of each direction is needed
Multidirectional System Verification Protocol
1. Place a cross-pattern QQI shim on a representative test piece.
2. Position the part in the bench unit with correct headstock contact and coil position.
3. Activate the multidirectional magnetization sequence.
4. Apply particles (wet bath continuous application).
5. Examine the QQI under appropriate lighting.
6. All groove orientations (0°, 45°, 90°, 135°) must show clear particle indications.
7. If any orientation shows weak or absent indications, adjust the corresponding magnetization amplitude.
8. Repeat verification after any adjustment.
9. Document the verification results including QQI orientation and results for each groove direction.
Coil Shot and Central Conductor Engineering
Coil Shot Engineering - Level II Application
The coil shot creates a longitudinal field through the part. The Level II must calculate the correct parameters and understand the limitations.
Coil Amperage Calculation
For a coil with N turns, the required amperage is: NI = 45,000 / (L/D)
Where:
- N = number of turns in the coil
- I = current in amperes
- L = length of the part
- D = diameter (or largest cross-sectional dimension)
- L/D ratio must be between 2 and 15 for this formula
Fill Factor Considerations
The fill factor is the ratio of the part's cross-sectional area to the coil's internal area. For best results, the fill factor should be at least 10%. Low fill factors (large coil, small part) create weaker fields at the part surface and may require higher amperage.
Effective Zone Limitations
The coil shot creates an effective field within approximately 6-9 inches of the coil face in each direction. Parts longer than 18 inches require repositioning within the coil or multiple coil placements.
Central Conductor Technique
For hollow parts (rings, tubes, flanges), passing a conductor through the bore and energizing it creates a circular field in the part wall. The advantage: no direct contact with the part (no arc burn risk). The current required is calculated the same as for a head shot, using the part's OD.
Central Conductor Setup Procedure
1. Select a conductor bar diameter that fits through the bore with clearance on all sides.
2. Center the conductor in the bore - an off-center conductor creates uneven field distribution (stronger near the conductor, weaker far from it).
3. Use non-conductive spacers if needed to maintain centering.
4. Connect conductor to headstocks with firm, clean contact.
5. Calculate amperage: Use the part's outside diameter as the reference dimension.
6. Apply particles while current flows (continuous technique).
7. Examine both the ID and OD surfaces for indications.
8. For asymmetric parts (flanges), verify field adequacy at the farthest point from the conductor with a field indicator.
Understanding how field direction affects detection sensitivity, optimizing flux orientation for specific discontinuity types, and planning multi-directional coverage.
Flux Direction and Sensitivity Analysis
Optimizing Field Direction
A Level II MT technician must not only achieve adequate field strength but also optimize the field direction relative to expected discontinuities. This is the difference between performing MT and performing effective MT.
The Angular Sensitivity Relationship
A discontinuity is most detectable when it is oriented perpendicular (90°) to the magnetic flux direction. As the angle between the discontinuity and the flux decreases:
- 90° (perpendicular): Maximum flux leakage, strongest indication - ideal detection
- 60-75°: Good detection - leakage is reduced but still produces clear indications
- 45°: Marginal detection - indications are faint, easily missed without careful examination
- 30°: Very poor detection - most discontinuities at this angle will not produce sufficient leakage
- 0° (parallel): No detection - flux flows along the crack without interruption
This angular sensitivity is why two-directional coverage at 90° apart is the minimum requirement. With two perpendicular passes, the worst-case orientation for any discontinuity is 45° - at the edge of marginal detectability but still within the detection range for most significant defects.
Planning Coverage for Specific Applications
Butt welds (linear welds):
Pass 1 - Field perpendicular to weld axis (yoke straddling weld, or prods perpendicular to weld). Catches longitudinal defects (most common).
Pass 2 - Field parallel to weld axis (yoke along weld, or prods parallel). Catches transverse defects.
Circumferential pipe welds:
Pass 1 - Field perpendicular to weld (circumferential field). Catches longitudinal cracks in the weld.
Pass 2 - Field parallel to weld (axial field). Catches circumferential cracks.
Note: On small-diameter pipe, yoke placement may require articulating legs or alternative techniques.
Nozzle-to-shell connections:
Complex geometry requires multiple placements at different angles around the nozzle circumference. The weld is curved, so the field direction relative to potential cracks changes as you move around the nozzle. A minimum of 4 yoke placements at 90° intervals around the nozzle is typical.
Fillet welds:
The weld toe is the critical zone. Place the yoke to maximize field perpendicular to each weld toe line. For T-joints, this means at least 4 passes: perpendicular to each weld toe on each side.
Case Study: Field Direction Mistake on a T-Joint Fillet Weld
During fabrication inspection of a heavy steel frame, an MT technician examined fillet welds at column-to-beam T-joint connections. The technician placed the AC yoke with poles along the beam flange, perpendicular to the beam axis, for both passes - simply sliding the yoke along the weld length.
The examination recorded "no relevant indications." During the project's structural integrity audit, the reviewing Level III noted that both yoke passes produced fields in essentially the same direction (perpendicular to the beam axis). The second "pass" was not a true perpendicular rotation - it was the same orientation at a different position.
Investigation found:
- The column side of the fillet weld had a longitudinal toe crack (running parallel to the beam axis)
- Both yoke passes created fields perpendicular to this crack direction - which should have detected it
- However, on the column side, the yoke pole was sitting on the column flange, not straddling the weld toe. The field passed through the column web rather than through the weld toe area
- The crack was at the weld toe on the column side, outside the effective field zone of both yoke placements
Root Cause: The technician did not consider the three-dimensional geometry of the T-joint. On a T-joint, the weld toe exists on both the beam flange side and the column side. The yoke must be positioned to examine each toe separately, which may require different orientations and placements.
Lesson: Complex joint geometries require careful coverage planning by the Level II. A simple "two passes at 90°" recipe doesn't account for the three-dimensional nature of real weld joints. Plan placements so that every critical zone (each weld toe, each fusion line) is within the effective field of at least one pass.
Coverage Planning for Complex Joints
Complex Joint Coverage Planning
The Level II must plan coverage strategies for joint configurations that go beyond simple butt welds. Each joint type presents unique coverage challenges.
Nozzle-to-Shell Connections
The weld is circumferential around the nozzle, but the potential crack orientations include both longitudinal (axial) and circumferential. Coverage requires:
- Minimum 4 yoke placements at approximately 90° intervals around the nozzle circumference
- At each position, two magnetization directions (radial and circumferential)
- Total: 8 minimum magnetization shots
Multi-Pass Fillet Welds on T-Joints
T-joints have four weld toes (two on each side of the web). Each toe must be within the effective field of at least one magnetization pass:
- Pass 1: Yoke on the flange, straddling the fillet - examines flange-side toes
- Pass 2: Yoke with one pole on the web, one on the flange - examines web-side toe and root area
- Pass 3: Rotate 90° - catches transverse indications in both orientations
Repair Weld Examination
Repair welds require the same (or more thorough) examination as original welds. Coverage must extend beyond the repair boundaries to include:
- The repaired zone
- The transition between repair weld and original weld
- The base metal adjacent to the repair (check for new HAZ cracking)
Coverage Planning Tips
- Sketch the coverage plan before starting. Mark each yoke/prod placement on a drawing of the joint. This prevents gaps and provides documentation.
- Number each placement sequentially and record the placement number with any indication found - this allows re-examination at the exact same position.
- For circumferential welds on pipe, use clock positions (12:00, 3:00, 6:00, 9:00) as reference points.
- For long welds, establish measurement stations (every 12 inches or every foot) from a fixed reference point.
- Document areas that could not be examined due to access limitations - these are "examination restrictions" and must be reported.
Prod Spacing Optimization
Prod Spacing - Engineering the Effective Zone
Prod spacing determines both the effective examination area and the field intensity. The Level II optimizes spacing for maximum coverage efficiency while maintaining adequate sensitivity.
Spacing Rules
- Minimum spacing: 3 inches - closer spacing concentrates current and risks arc burns
- Maximum spacing: 8 inches - wider spacing reduces field intensity below detection threshold
- Optimal spacing: 6-8 inches for most applications - provides the largest effective area with adequate field strength
The Effective Examination Zone
The effective zone between prods is roughly oval-shaped:
- Length: Equal to the prod spacing
- Width: Approximately 1/3 of the prod spacing on each side of the prod-to-prod centerline
For 6-inch spacing: Effective zone ≈ 6 inches long × 4 inches wide = ~24 square inches per shot
Coverage Planning
For a weld with 1-inch reinforcement height and 1-inch HAZ on each side:
- Examination width = 1 + 1 + (2×1) = 4 inches
- For 6-inch prod spacing: One pass along the weld covers the full width
- Overlap consecutive prod placements by at least 10% of the spacing (0.6 inches for 6-inch spacing)
Amperage Selection
The standard rule: 100-125 A/inch of prod spacing
- 6-inch spacing: 600-750 A
- 8-inch spacing: 800-1000 A
Verify with a field indicator at the examination surface - the rule provides starting values, not guarantees.
Prod Technique Errors
1. Moving prods while current is flowing - Creates arc burns on the surface. Always de-energize before repositioning.
2. Insufficient contact pressure - Results in high-resistance contact, localized overheating, and arc burns. Use spring-loaded prods when available.
3. Testing on thin material (<3/16 inch) with prods - Risk of burn-through and overheating. Switch to yoke technique for thin materials.
4. Not overlapping adjacent prod placements - Gaps between effective zones leave uninspected areas. Maintain minimum 10% overlap.
5. Using maximum spacing with minimum amperage - 8-inch spacing at 100 A/inch (800A) is at the lower boundary of adequate field strength. Either reduce spacing or increase amperage. Verify with field indicator.
Residual vs. Continuous Technique Selection
Residual vs. Continuous - Level II Selection Guide
The Level II selects the examination technique based on material properties, expected discontinuity types, and procedural requirements.
Continuous Method
Particles are applied while the magnetizing current is flowing.
- The field is at maximum strength during particle application
- Particles are held by both the applied field and the leakage field
- Detection sensitivity is at maximum
- Required for low-coercivity materials (annealed, normalized) that cannot retain adequate residual magnetism
- Required by most codes as the standard technique
Residual Method
The part is magnetized first, then particles are applied after the current is removed.
- The field depends entirely on the material's remanence
- Only works on high-coercivity materials (Q&T steels, hardened steels) that retain significant magnetism
- Lower sensitivity than continuous method
- Advantage: Particles can be applied more carefully without timing constraints
- Used when the continuous method is impractical (immersion bath, automated systems)
Selection Decision
Default: Use the continuous method unless the procedure specifically authorizes the residual method.
The residual method is only acceptable when:
1. The material has sufficient retentivity (verified by Gaussmeter after magnetization)
2. The procedure explicitly authorizes residual technique for the specific material
3. The sensitivity demonstration (QQI or known-defect specimen) confirms adequate detection capability
Quantitative field strength measurement, Gaussmeter use, field adequacy verification strategies, and troubleshooting inadequate magnetization.
Quantitative Field Measurement
Field Strength Control for Level II
As a Level II, you are responsible for specifying and verifying that the magnetic field at the examination surface is within the correct range - strong enough for reliable detection but not so strong that it produces excessive background.
Tangential Field Measurement with Gaussmeter
The Hall-effect Gaussmeter is the definitive tool for quantitative field measurement. The probe measures the tangential (parallel to surface) component of the field at the surface.
Measurement procedure:
1. Place the Hall probe flat on the part surface with the sensing element parallel to the surface
2. Orient the probe to measure in the direction of the applied field
3. Apply the magnetizing current
4. Read the Gaussmeter display
Acceptable ranges (per ASTM E709 and common specifications):
- Minimum tangential field: 30 Gauss (2.4 kA/m) - below this, leakage fields from small cracks may be too weak to attract particles
- Maximum tangential field: 60 Gauss (4.8 kA/m) - above this, background noise from domain effects and surface roughness increases
- Some specifications allow up to 70-80 Gauss for coarse surface conditions or when searching for subsurface discontinuities
Over-Magnetization vs. Under-Magnetization
Under-magnetization symptoms:
- Pie gauge shows faint or absent division lines
- QQI shim shows incomplete or faint artificial defect indications
- Gaussmeter reads below 30 Gauss
- Known defects (from previous examinations) fail to produce indications
- Particles do not accumulate at known geometry changes (threads, holes)
Over-magnetization symptoms:
- Heavy, "furry" background of particles across the entire surface
- Difficulty distinguishing real indications from background noise
- Gaussmeter reads above 60-70 Gauss
- Non-relevant indications at every minor surface feature
- Particles attracted to the yoke poles so strongly they pile up rather than spreading across the examination area
Level II response:
- Under-magnetized: Increase amperage, reduce prod/pole spacing, verify contact, check equipment calibration
- Over-magnetized: Reduce amperage, increase prod/pole spacing, use lower sensitivity particle type (dry instead of wet fluorescent)
Field Strength Verification Protocol
1. Before examination - Verify the Gaussmeter is within its calibration period. Zero the meter per manufacturer's instructions.
2. Initial measurement - Apply the planned magnetization technique and measure tangential field at the examination surface. Measure at the most critical location (typically the weakest-field area, farthest from the current source).
3. Compare to specification - The measured field must be within the range specified in the procedure (typically 30-60 Gauss).
4. If below minimum - Increase amperage in steps and re-measure. If maximum equipment output still produces insufficient field, change technique (reduce prod spacing, use closer yoke spacing, add coil turns).
5. If above maximum - Reduce amperage. If minimum equipment setting still produces excessive field, increase spacing or change technique.
6. Multi-point measurement - On complex geometries, measure at multiple locations to map the field distribution. Document any zones where the field is marginal.
7. Documentation - Record the Gaussmeter serial number, calibration date, measurement locations, and readings in the examination report.
Troubleshooting Magnetization Problems
Troubleshooting Magnetization Issues
As a Level II, you must diagnose and resolve magnetization problems that a Level I would simply report. Here are the most common issues and their solutions:
Problem: No Indications Where Expected
Potential causes and Level II actions:
1. Insufficient field strength - Measure with Gaussmeter. If below 30 Gauss, increase amperage or adjust technique.
2. Wrong field direction - The field may be parallel to the expected discontinuity orientation. Rotate magnetization direction 90°.
3. Excessive coating thickness - Measure with DFT gauge. If coating exceeds the procedure maximum, remove and re-test.
4. Dead particles - Check bath concentration (settling test). Verify particles fluoresce under UV. Replace if degraded.
5. Equipment malfunction - Ammeter may read correctly but actual output may be reduced. Verify with a known test piece (reference standard).
Problem: Excessive Background
1. Over-magnetization - Reduce amperage. Background should diminish.
2. Excessive particle application - Apply less powder/bath. Remove excess with gentle air.
3. Contaminated bath - Check settling test for debris, discoloration, or layering. Replace bath if contaminated.
4. Rough surface - Particles trapped mechanically. Consider grinding the surface or switching to a different particle type.
5. Prior residual magnetism - Demagnetize the part, then re-magnetize at the correct amperage.
Problem: Intermittent/Inconsistent Indications
1. Marginal field strength - The field is at the detection threshold. Increase amperage slightly to move above marginal range.
2. Non-uniform contact - Prod tips or yoke poles not making consistent contact. Clean contact surfaces, check for damage.
3. Variable coating thickness - Indication appears where coating is thin, disappears where it is thick. Achieve uniform coating.
4. Environmental interference - Wind blowing away dry particles, condensation on surface, bath temperature too cold. Address environmental conditions.
Case Study: Under-Magnetization vs. Over-Magnetization Analysis
A pressure vessel fabrication shop was performing MT on circumferential shell welds. Two technicians working side by side on identical vessels were getting very different results.
Technician A reported "no indications" on every weld, examination after examination. Using dry visible particles with an AC yoke.
Technician B reported multiple "indications" on nearly every weld - scattered, non-specific particle accumulations that the Level II found difficult to classify.
The shop's Level III investigated:
Technician A's problem - Under-magnetization:
- The yoke legs were opened to 8 inches (the maximum) to minimize the number of placements
- At 8 inches, the lifting force was only 7 pounds - below the 10-pound minimum
- Gaussmeter readings showed only 15-20 Gauss at the weld surface - well below the 30 Gauss minimum
- Real discontinuities (later confirmed by a calibrated setup) were present but the field was too weak to produce detectable leakage
Technician B's problem - Over-magnetization:
- The yoke legs were set to 3 inches (minimum spacing)
- At 3 inches, the field was extremely concentrated - Gaussmeter readings of 90+ Gauss
- The intense field magnetized every grain boundary, inclusion, and surface irregularity, producing a heavy background of non-relevant indications
- Real indications were lost in the background noise
Resolution:
- Both technicians re-examined their welds at 5-inch pole spacing with Gaussmeter verification (40-50 Gauss measured)
- Technician A found 2 confirmed toe cracks
- Technician B found 1 confirmed toe crack - previously hidden in the background
Lesson: Both extremes - under-magnetization and over-magnetization - result in missed indications. The correct field strength range (30-60 Gauss) exists for a reason. Always verify quantitatively.
Equipment Selection and Optimization
Equipment Selection - Level II Decision Framework
As a Level II, you select the optimal equipment for each application. This selection considers part geometry, material, expected discontinuity types, access constraints, and environmental conditions.
Equipment Selection Matrix
Small cylindrical parts (bolts, pins, studs):
→ Bench unit with head shot (circular) + coil (longitudinal)
Rationale: Complete coverage in two shots, controlled conditions, high throughput
Hollow parts (rings, bearing races, tubes):
→ Central conductor (circular) + coil (longitudinal)
Rationale: No current through the part (no arc burns), examines both ID and OD
Large flat surfaces (plates, tank walls):
→ Portable prods with systematic overlap plan
Rationale: Unlimited area coverage, adjustable amperage for different thicknesses
Welds on structural steel:
→ AC yoke with dry visible particles
Rationale: Portable, fast, no arc burn risk, adequate sensitivity for most structural weld cracks
Welds on pressure vessels/piping:
→ AC or DC yoke (based on expected discontinuity depth) with wet or dry particles
Rationale: May need DC for subsurface HAZ cracking in alloy steels
Production aerospace parts:
→ Bench unit with wet fluorescent particles, darkroom examination station
Rationale: Maximum sensitivity required, controlled environment, traceable process
Equipment Selection Errors
1. Using prods on thin material (<1/4 inch) - Risk of burn-through, arc damage, and overheating. Use a yoke instead.
2. Using a rigid yoke on small-diameter pipe - The poles won't make full contact on the curved surface. Use an articulating yoke or flexible-leg yoke.
3. Selecting AC when DC is needed - If the procedure requires subsurface detection (HAZ hydrogen cracking), AC is inadequate. DC or HWDC is needed.
4. Not considering the power source - Field locations may have limited electrical power. A 6,000-ampere prod unit requires a generator that may not be available on every job site.
5. Using bench unit parameters for field equipment - Bench unit ammeters may be more accurate than portable unit ammeters. Field equipment may produce different waveforms. Always verify field adequacy with an indicator at the part surface.
Amperage Verification and Field Measurement
Field Measurement and Verification
The Level II uses measurement tools to verify that the calculated or specified amperage produces adequate field strength at the actual examination surface.
Gaussmeter (Hall-Effect Probe)
Measures the tangential field strength at the part surface in Gauss or A/m.
- Place the probe flat against the surface in the area of interest
- Read the peak value during the magnetization pulse
- Compare to the specification (typically 30-60 Gauss per ASTM E709)
- Take readings at multiple locations to verify uniformity
Pie Gauge (Flux Indicator)
A small disk with surface slots oriented in multiple directions. When placed on the examination surface and magnetized:
- Particles accumulate in the slots perpendicular to the field direction
- Confirms both field direction and adequate field strength
- Quick, qualitative verification - does not give numerical values
- Must be placed on the examination surface (not on the equipment)
Quantitative Quality Indicator (QQI)
An artificial flaw shim placed on the part surface:
- Contains grooves of known depth in specific orientations
- When magnetized and particles applied, visible grooves indicate adequate sensitivity
- Cross-pattern QQIs verify multi-directional coverage
- More quantitative than the pie gauge - specific groove depths correspond to sensitivity levels
When to Verify
- At the start of each shift or technique setup
- After any change in equipment, technique, or part geometry
- When results seem inconsistent with expectations
- During procedure qualification or demonstration
Field Verification Decision Guide
| Situation | Verification Method | Acceptance |
|---|---|---|
| Initial technique setup | Gaussmeter + QQI | 30-60 Gauss; all QQI grooves visible |
| Each new part geometry | Pie gauge at 3+ locations | Clear directional indication |
| Routine shift check | Pie gauge or QQI | Positive response |
| Discrepant results investigation | Gaussmeter at multiple points | Map field distribution |
| Procedure qualification | Gaussmeter + QQI + known-defect specimen | Full sensitivity demonstration |
| After equipment repair | Gaussmeter at standard settings | Compare to baseline readings |
Field verification is not optional - it is the only way to confirm that the calculated amperage actually produces an adequate field at the examination surface.
Coating Thickness Effects on MT Sensitivity
Coating Interference with MT Detection
Non-conductive coatings (paint, galvanizing, plating, thermal spray) between the examination surface and the particle application point reduce detection sensitivity by attenuating the leakage field.
Effect of Coating Thickness
- Each mil (0.001 inch) of coating increases the distance between the discontinuity and the particle accumulation surface
- Leakage field strength at the coating surface decreases as coating thickness increases
- Small, tight discontinuities are affected more than large, open ones
- The practical limit for MT through coatings is typically 2-3 mils (0.002-0.003 inch) maximum
Code Requirements
- ASME V Article 7: Coatings up to 1 mil (0.001 inch) generally accepted. Above 1 mil, demonstration is required.
- AWS D1.1: MT can be performed through coatings up to 2 mils with demonstration of adequate sensitivity
- Many client specifications require bare metal examination (all coatings removed)
Verification
When examining through coatings:
1. Measure the actual coating thickness with a DFT gauge
2. Verify it is within the procedure's allowable maximum
3. Demonstrate sensitivity using a QQI placed under the coating (or on the coating surface)
4. Document the coating type, measured thickness, and sensitivity demonstration results
Coating Thickness vs. MT Sensitivity
| Coating Thickness | Sensitivity Impact | Recommended Action |
|---|---|---|
| 0 (bare metal) | No impact | Standard technique |
| 0-1 mil (0-25 μm) | Minimal | Standard technique, document thickness |
| 1-2 mils (25-50 μm) | Moderate | Increase amperage 10-20%, verify with QQI |
| 2-3 mils (50-75 μm) | Significant | May miss fine cracks. Demonstration required. |
| >3 mils (>75 μm) | Severe | Remove coating before examination |
Note: These values apply to standard MT techniques on carbon steel. Specific applications may have different limits per code or specification requirements.
Engineering approach to selecting the optimal particle type, carrier, and application method for specific examination requirements.
Particle and Carrier Selection Criteria
Engineering-Based Media Selection
As a Level II, you specify the particle type and carrier in the written procedure. This selection directly affects sensitivity, and must be matched to the application.
Sensitivity Hierarchy (Highest to Lowest)
1. Wet fluorescent - Highest sensitivity. Fine particles (1-10 μm) suspended in a liquid carrier, examined under UV-A light. Detects the finest cracks on smooth surfaces.
2. Wet visible (non-fluorescent) - Moderate-high sensitivity. Colored particles in liquid carrier, examined under white light.
3. Dry visible - Standard sensitivity. Coarser particles (50-180 μm) applied as dry powder. Most common for field work.
Selection Matrix
| Application | Recommended Media | Rationale |
|---|---|---|
| Aerospace components (new production) | Wet fluorescent | Maximum sensitivity required; controlled environment available |
| Structural steel welds (field) | Dry visible (black on white contrast) | Fast, no UV needed, works in outdoor conditions |
| Pressure vessel welds (shop) | Wet fluorescent or wet visible | Shop environment allows controlled lighting; higher sensitivity for code compliance |
| In-service bridge inspection | Dry visible | Outdoor, variable conditions, no UV available |
| Casting inspection (rough surface) | Dry visible | Coarser particles bridge surface roughness better than wet |
| Machined parts (smooth surface) | Wet fluorescent | Smooth surface allows maximum wet fluorescent sensitivity |
| High-temperature testing (>200°F) | Dry visible (high-temp formulation) | Wet carriers evaporate; standard dry particles lose color above 600°F |
Carrier Selection Factors
Choose petroleum-based (oil) carrier when:
- Indoor examination with ventilation
- Need maximum particle mobility and suspension
- Parts can tolerate oil residue
- No fire hazard in vicinity
Choose water-based carrier when:
- Fire hazard restrictions (welding/cutting nearby)
- Environmental requirements prohibit petroleum
- Outdoor work where fire risk exists
- Parts require water-compatible processing
Contrast Enhancement
For visible (non-fluorescent) methods, contrast between the indication and the background determines readability:
- Dark particles on white contrast paint: Highest contrast for visible methods
- Red particles on unpainted machined surfaces: Good contrast on light metals
- Gray particles on dark, oxidized surfaces: Adequate contrast on rusty or dark surfaces
Media Selection Practical Guidance
- Don't over-specify sensitivity. Wet fluorescent in a darkroom gives maximum sensitivity, but if you're inspecting rough-surfaced structural steel welds in the field, the surface roughness limits sensitivity regardless of particle type. Dry visible with contrast paint may give equivalent practical sensitivity with far less setup.
- Bath temperature affects particle mobility. Cold baths (near 40°F) become viscous and particles settle faster. Hot baths (near the carrier's upper limit) may evaporate on warm parts before indications form. Target 60-100°F for optimal performance.
- Particle shelf life matters. Fluorescent particles degrade over time - the fluorescent coating deteriorates with age, UV exposure, and contamination. Check expiration dates. Old particles that barely glow under UV will miss indications.
- Mixing different manufacturers' particles is prohibited. Particle types from different manufacturers may have incompatible coatings, different fluorescent spectra, or different suspension characteristics. Always use a single manufacturer's system (particles + carrier + conditioner) per the manufacturer's instructions.
Bath Maintenance and Quality Control
Bath Maintenance Engineering
As a Level II, you are responsible for the quality and performance of the wet particle bath. This includes scheduled maintenance, contamination control, and concentration management.
Bath Degradation Mechanisms
Particle degradation: Particles lose their magnetic coating and fluorescent dye over time due to mechanical action (pumping, recirculation), chemical exposure (pH changes, contaminant reactions), and UV degradation (for fluorescent particles).
Contamination sources:
- Parts carrying machining oil, coolant, or rust into the bath
- Grinding swarf and metallic debris from parts being examined
- Fluorescent leak detection dyes from nearby testing operations
- Dust and airborne contaminants in the work environment
- Bacterial growth in water-based baths
Concentration drift:
- Particles settle in low-flow areas of the system and are not recirculated
- Particles are carried off on examined parts (drag-out)
- Carrier fluid evaporates (especially water-based baths and petroleum baths in warm environments)
Maintenance Schedule
Each shift:
- Settling test (concentration check)
- Visual check for contamination (discoloration, debris, odor)
- Agitate the bath for minimum 30 minutes before use
Weekly:
- Full contamination assessment (settling test with UV and white light examination of settled particles)
- Carrier fluid quality check (flash point for petroleum, pH for water)
- System cleanliness check (pump screens, hoses, nozzles)
As needed (typically every 3-6 months or per manufacturer):
- Complete bath replacement with system flush
- Filter element replacement
- System cleaning and sanitization (especially water-based systems)
Bath Replacement Procedure
1. Drain the existing bath completely from the sump, hoses, and spray nozzles.
2. Flush the system with clean carrier fluid to remove residual contamination.
3. Inspect the sump, pump, hoses, and nozzles for damage or contamination buildup. Clean as needed.
4. Fill the sump with fresh carrier fluid to the normal operating level.
5. Add concentrated particle suspension per the manufacturer's mixing instructions.
6. Agitate the bath for at least 30 minutes with the recirculating pump.
7. Perform settling test to verify concentration is within specification (0.1-0.4 ml/100ml fluorescent; 1.2-2.4 ml/100ml visible).
8. Adjust concentration as needed - add particles if too low, add carrier if too high.
9. Verify particle condition under UV-A light (fluorescent particles should glow uniformly, no dark spots or debris).
10. Document the bath replacement date, carrier type and batch, particle type and batch, initial concentration reading, and technician name.
Settling Test Procedure and Interpretation
Settling Test - The Critical Bath Quality Check
The settling test measures the concentration of magnetic particles in the bath. It is the most important daily quality check for wet method MT.
Procedure
1. Agitate the bath by recirculating for at least 30 minutes
2. Draw a 100-ml sample from the hose nozzle (where particles are applied to parts)
3. Allow to settle undisturbed for 30 minutes (petroleum carrier) or 60 minutes (water carrier)
4. Read the volume of settled particles in the graduated bottom of the tube
Acceptance Ranges
- Fluorescent particles: 0.1 to 0.4 ml per 100 ml of carrier
- Non-fluorescent (visible) particles: 1.2 to 2.4 ml per 100 ml of carrier
Interpretation
Below range: Insufficient particles - indications may be faint or missed entirely. Add concentrated particle suspension.
Above range: Too many particles - background noise increases, small indications masked by excess particles. Add carrier fluid.
Contamination: If the settled column shows distinct layers (particles + debris), or if the supernatant liquid is discolored, the bath is contaminated and may need replacement.
Settling Test Tips
- Take the sample from the application point (nozzle), not from the sump. The sump may have a different concentration than what's actually reaching the parts.
- Use the same settling tube consistently - markings on different tubes may not be identical.
- Read the meniscus at eye level. Parallax error can change the reading by 0.05 ml, which matters when you're near the specification limits.
- Keep the tube clean between uses. Residual particles from the last test bias the next reading upward.
- Document every settling test result with date, time, reading, and the technician's initials. Trending the data over days reveals gradual concentration drift before it becomes a problem.
Aerosol Application Techniques
Aerosol Particle Application
Aerosol cans provide a convenient, portable method for applying wet visible particles in field applications. The Level II must understand proper aerosol technique to ensure consistent results.
Application Technique
- Hold the can 8-12 inches from the surface
- Apply with a sweeping motion, maintaining uniform coverage
- Avoid excessive application - too thick a coat obscures indications
- Allow the carrier to flow for a few seconds before inspecting
- For vertical surfaces, apply from the top and let gravity assist particle migration
Limitations
- Aerosol particles have a limited shelf life - check expiration dates
- Performance degrades in extreme temperatures (cold: poor spray pattern; hot: rapid evaporation)
- Cannot perform settling tests on aerosol particles - rely on manufacturer QC and system performance verification
- More expensive per examination than bulk bath systems
- Wind can deflect the spray pattern - use wind shields in exposed locations
System performance verification, reference standards, settling tests, UV light verification, and sensitivity demonstration requirements.
System Performance Verification
System Performance Verification
Per ASTM E1444, the complete MT system (equipment + particles + technique + operator) must be verified to demonstrate that it can detect discontinuities. This verification is separate from field adequacy checks and focuses on the system as a whole.
Reference Standards
Ketos Ring (Tool Steel Ring Standard):
A ring-shaped test specimen with drilled holes at various depths and orientations. When magnetized with a central conductor, the holes produce flux leakage that attracts particles, forming indications of predictable size and location. The number of visible hole indications indicates system sensitivity.
Test Specimens with Known Defects:
Actual parts with confirmed natural or artificial discontinuities. Used to verify the system under realistic conditions. The known defects must be reproducibly detectable.
Pie Gauges:
Used for field direction and strength indication (qualitative only). Not a sensitivity standard, but verifies that the system produces adequate field and particles respond to flux leakage.
QQI (Quantitative Quality Indicator) Shims:
Artificial flaw shims with precision-machined grooves. Provide a quantitative sensitivity check when placed on the part surface. Different groove depths test different sensitivity levels.
What System Performance Verification Proves
1. The equipment is producing adequate magnetizing force
2. The particles have acceptable magnetic and physical properties
3. The particles are at the correct concentration (for wet methods)
4. The UV light is producing adequate intensity (for fluorescent methods)
5. The examination environment (lighting, temperature) is suitable
6. The operator can detect and recognize indications
The system verification must be performed:
- At the start of each shift or examination period
- Whenever any component of the system changes (equipment, particles, carrier, UV light)
- When the system performance is questioned
- After any equipment maintenance or repair
Daily System Performance Check - Wet Fluorescent Method
1. Bath concentration - Perform settling test. Verify 0.1-0.4 ml per 100 ml for fluorescent particles.
2. Bath contamination - Examine settled particles under UV and white light. Should be uniform, no debris or discoloration.
3. UV-A light intensity - Measure at the planned examination distance with a UV-A radiometer. Must be ≥1,000 μW/cm².
4. Ambient light level - Measure visible light in the examination area. Must be ≤2 foot-candles (20 lux) for fluorescent examination.
5. Equipment function - Verify ammeter reads correctly by comparing to a known load or calibration reference. Verify all controls and timers function.
6. Sensitivity demonstration - Magnetize and examine a reference standard (Ketos ring, known-defect specimen, or QQI on a test piece). All required indications must be clearly visible.
7. Dark adaptation - Before examining the reference standard, allow 1-5 minutes for your eyes to adapt to the darkened environment.
8. Record - Document all verification results in the shift log before beginning production examination.
Reference Standards and Performance Demonstration
Reference Standards for MT Performance
Ketos Ring (Tool Steel Ring Standard)
The Ketos ring is a ring-shaped test specimen machined from tool steel with a series of holes drilled at various depths and orientations. When magnetized using a central conductor:
- Holes near the surface produce strong, clear indications
- Deeper holes produce progressively weaker indications
- The number of detectable holes indicates the system's sensitivity level
Typical use: Verify that the complete MT system (equipment + particles + technique) can detect discontinuities at the required sensitivity level. A properly functioning system should detect a minimum number of holes (specified in the procedure).
Test Specimens with Known Defects
Maintaining a library of reference specimens with documented, confirmed discontinuities is invaluable for:
- System performance verification (can we detect this known flaw today?)
- Operator proficiency testing (round-robin among technicians)
- Procedure qualification (does this new procedure detect the representative flaws?)
- Training (showing new technicians what real MT indications look like)
Reference specimens must be handled carefully - they can become contaminated, mechanically damaged, or corroded, which alters their MT response. Store in a protected, clean environment and handle with clean hands or gloves.
Reference Standard Comparison
| Standard | Type | What It Verifies | Frequency |
|---|---|---|---|
| Ketos ring | Sensitivity | System detection capability | Start of each shift |
| Pie gauge | Field direction/strength | Adequate field at examination surface | Each technique setup |
| QQI (cross pattern) | Multi-directional coverage | All orientations covered | Start of shift + technique changes |
| Gaussmeter + reference magnet | Meter accuracy | Gaussmeter calibration | Before each use period |
| Known-defect specimen | Overall system | Detection, characterization, reporting | Per procedure |
| Settling tube | Bath concentration | Particle concentration in specification | Start of each shift |
The Level II ensures all applicable verifications are performed and documented before beginning production examination.
System Performance Verification Workflow
Daily System Performance Verification
Equipment Checks:
1. Verify ammeter accuracy - compare to a clamp-on reference meter if available
2. Verify yoke lifting force at the operating pole spacing
3. Inspect prod tips for damage and adequate spring pressure
4. Verify UV-A lamp intensity ≥1,000 μW/cm² (fluorescent method)
5. Verify ambient visible light ≤2 fc at the examination station (fluorescent method)
Bath Quality (Wet Method):
6. Agitate bath for minimum 30 minutes
7. Perform settling test - record result
8. Visually examine the bath under UV-A light for contamination indicators
Sensitivity Verification:
9. Examine a reference specimen with known discontinuities using the production technique
10. All required indications must be detected
11. If any known indication is not detected, stop production and troubleshoot
Documentation:
12. Record all results on the daily system check form
13. Compare readings to previous day - significant changes require investigation
14. File completed form in the quality records
Ketos Ring and Sensitivity Benchmarking
Ketos Ring Testing
The Ketos ring (ASTM ring standard) is the primary quantitative benchmark for MT system sensitivity.
The Standard
The Ketos ring is a cylindrical ring of tool steel approximately 5 inches OD × 3 inches ID × 7/8 inch thick with 12 holes of identical diameter drilled at varying depths and orientations from the outer surface.
How It Works
When the ring is magnetized using a central conductor with a specific amperage:
- Holes near the outer surface create detectable flux leakage
- Deeper holes create weaker flux leakage
- The number of holes detectable measures the system's overall sensitivity
Using the Ketos Ring
1. Place the ring on a central conductor in the bench unit
2. Apply the procedure's standard amperage
3. Apply particles using the production technique
4. Count the number of detectable hole indications
5. Compare to the acceptance criterion (typically 4-6 holes minimum detectable)
When Sensitivity Is Low
If fewer holes are detected than expected:
- Check bath concentration (settling test)
- Check particle condition (age, contamination)
- Check ammeter accuracy
- Check UV-A intensity (fluorescent method)
- Investigate each variable systematically until the root cause is identified
Performance Trending and Analysis
Performance Trend Analysis
Tracking system performance data over time reveals gradual degradation that daily checks may not catch.
What to track:
- Daily settling test results (plot concentration vs. date)
- Ketos ring hole count (plot detectable holes vs. date)
- UV-A lamp intensity readings (plot intensity vs. date)
- Ammeter verification readings (plot deviation vs. date)
Warning signs:
- Settling test consistently at the low end of the acceptable range - particles are being consumed faster than replenished
- Ketos ring count decreasing over weeks - system sensitivity is degrading
- UV-A intensity trending downward - lamp aging, filter contamination
- Ammeter deviation increasing - equipment wear or calibration drift
Action triggers:
- Any parameter at or below its acceptance limit on two consecutive checks: investigate immediately
- Any downward trend over 5+ data points: investigate the cause and take preventive action
- Any sudden change from the established baseline: investigate immediately regardless of whether the value is still within limits
Advanced demagnetization techniques, selecting the right method for different materials, troubleshooting demagnetization failures, and residual field measurement.
Demagnetization Engineering
Advanced Demagnetization
As a Level II, you specify demagnetization requirements, select the appropriate method, and troubleshoot failures. This goes beyond the Level I scope of simply performing the procedure.
Method Selection
AC Coil (Through-Coil) Demagnetization:
Most common and most effective for the majority of steels. The part is slowly withdrawn from an energized AC coil, experiencing a progressively weaker alternating field that randomizes domain orientation.
- Best for: Carbon steels, low-alloy steels, ferritic stainless steels
- Speed: Withdraw at ≤1 foot/second
- Distance: Continue at least 3 feet (1 meter) past the coil
- Multiple passes may be needed for high-coercivity materials
- Always keep the coil energized until the part is fully clear
AC Yoke Demagnetization:
For field applications where a demagnetizing coil is not available, an AC yoke can be used as a local demagnetizer. Move the energized yoke slowly across the surface and gradually lift it away from the surface while maintaining contact.
- Less effective than a coil - covers only local areas
- Useful for removing residual magnetism from a specific zone (weld prep area)
- Must be performed systematically across the entire area
DC Step-Down (Reversing DC) Demagnetization:
Apply DC field, reverse polarity, and reduce amplitude by approximately 10-20% per step. Repeat until the field is below specification.
- Used for very high-coercivity materials where AC demagnetization is ineffective
- Time-consuming but effective
- Requires a DC power source with polarity reversal and variable output
- Typical sequence: Start at the last magnetization level, reverse and reduce 10%, reverse and reduce 10%, continue...
Heat Demagnetization:
Heating above the Curie temperature (~770°C for steel) completely destroys magnetic order.
- Used only when the part is undergoing heat treatment as part of manufacturing
- Impractical solely for demagnetization purposes
Residual Field Measurement
After demagnetization, measure residual field with a Gaussmeter:
- Measure at the part ends (where residual fields concentrate)
- Measure at geometric transitions (section changes, holes, notches)
- Measure at the center of the part
- Rotate the part 90° and re-measure (field may be oriented differently than expected)
- Record all measurements and compare to specification limit
Case Study: Demagnetization Failure on High-Coercivity Tool Steel
A tool-and-die shop performed MT on hardened D2 tool steel die blocks after finish grinding. The parts were magnetized at 2,500 amperes on a bench unit for head shot and coil shot examinations. After examination, the parts were passed through the unit's built-in AC demagnetizing coil at normal speed.
When the parts arrived at the next operation (electrical discharge machining, EDM), the EDM operator reported that the parts were attracting metallic debris and interfering with the dielectric fluid. Gaussmeter measurements showed residual fields of 15-25 Gauss - far above the 3-Gauss specification.
Root Cause:
D2 tool steel at full hardness (58-62 HRC) has very high coercivity - approximately 200-400 Oe, compared to 5-20 Oe for mild carbon steel. The standard single-pass AC demagnetization that works easily on carbon steel was completely inadequate for this material.
Resolution:
1. Parts were returned to the MT station
2. Multiple slow passes through the AC coil (5 passes at very slow speed, ~0.25 ft/sec) reduced the field to 8-10 Gauss - still above spec
3. DC step-down demagnetization was then applied: starting at 1,500A DC, reversing and reducing by 10% per step, through approximately 30 reversals
4. After DC step-down, residual field was 1-2 Gauss - within specification
5. The MT procedure was updated to specify DC step-down demagnetization for all hardened tool steels
Lesson: Material hardness and coercivity directly determine demagnetization difficulty. Standard AC demagnetization is not universally effective. As a Level II, you must consider the material's magnetic properties when specifying the demagnetization method.
Advanced Demagnetization Techniques
Advanced Demagnetization - Level II Perspective
Demagnetization Sequence Planning
When multiple magnetization directions have been applied (circular + longitudinal), the demagnetization sequence matters:
1. Demagnetize the last-applied direction first - This removes the most recent domain alignment
2. Then demagnetize the earlier direction - This addresses any residual from the first magnetization
3. Verify with a Gaussmeter after completing all demagnetization
Troubleshooting Demagnetization Failures
Residual field still exceeds limit after standard procedure:
1. Make additional slow passes through the AC coil
2. If still above limit, try DC step-down (reversing polarity with decreasing amplitude)
3. If still above limit, check the demagnetizing coil's output - it may be degraded
4. For very high-coercivity materials, consider heat demagnetization if the part is going to heat treatment anyway
Residual field is zero at the center but high at the ends:
This is normal - demagnetizing fields from the coil are weakest at part extremities. Orient the part so that the ends pass through the strongest part of the coil. For long parts, make multiple passes with different orientations.
Residual field returns after demagnetization:
Some materials exhibit magnetic aftereffect - domain walls slowly creep to new equilibrium positions after the demagnetization process. Wait 15-30 minutes and re-measure. If the field has increased, perform an additional demagnetization pass.
Case Study: Arc Blow from Residual Magnetism During Welding
A fabrication shop performed MT on large gear blanks made from 4340 Q&T steel using a bench unit at 2,500A circular magnetization. After MT, the parts were passed through the standard AC demagnetization coil once at normal speed.
When the parts moved to welding, the welders experienced severe arc blow - the welding arc was deflected unpredictably, making consistent weld quality impossible. The residual field was measured at 35-50 Gauss at the weld joint locations.
Root Cause: 4340 Q&T has high coercivity (~150-200 Oe). A single pass through the AC coil at normal speed was inadequate for this material. The standard procedure was calibrated for low-carbon steel (coercivity ~5-20 Oe).
Resolution: Five additional slow passes through the AC coil, followed by DC step-down demagnetization. Residual field reduced to <3 Gauss. Welding proceeded without arc blow.
Level II Lesson: Standard demagnetization procedures are calibrated for the most common materials. When working with high-coercivity materials (hardened steels, tool steels, high-carbon steels), verify that demagnetization is effective by measuring the residual field - do not assume the standard procedure is sufficient.
Demagnetization Theory and Verification
Demagnetization - Level II Depth
Why Demagnetize?
Residual magnetization can:
- Interfere with subsequent welding (arc blow)
- Attract metallic debris during service
- Interfere with subsequent machining operations (chip adhesion)
- Affect compass readings on marine vessels
- Interfere with electronic instruments near the part
Demagnetization Methods
AC coil (most common): Pass the part through an energized AC coil or move the coil over the part, then withdraw slowly. The alternating field progressively randomizes domain orientation as intensity decreases with distance.
DC step-down: Apply DC in one direction, then reverse at slightly lower amplitude. Continue reversing with decreasing amplitude until the field is effectively zero. Used for high-coercivity materials where AC methods are insufficient.
Heat demagnetization: Heating above the Curie temperature destroys all magnetic ordering. Used only when the part is going to heat treatment anyway - never applied solely for demagnetization purposes.
Verification
Use a calibrated Gaussmeter to measure residual field:
- Take readings at multiple locations (ends, center, critical surfaces)
- Typical acceptance: ≤3 Gauss residual field
- Some specifications require ≤2 Gauss
- Measure in at least two orthogonal directions at each point
- Document the readings and locations
Demagnetization Errors
1. Passing the part through the coil too quickly - The alternating field needs enough cycles to progressively reduce domain alignment. Speed should not exceed ~1 foot per second for most materials.
2. Turning off the coil while the part is still inside - This is equivalent to one final magnetization pulse in whatever direction the field happened to be when the power was interrupted. Always withdraw the part completely before de-energizing.
3. Not checking all axes - A part magnetized in two directions needs demagnetization in both directions. Checking only one axis may miss significant residual in the other.
4. Placing the Gaussmeter probe incorrectly - The probe measures the component of the field parallel to its sensing axis. Tilting the probe changes the reading. Hold the probe flat and perpendicular to the expected field direction.
5. Accepting a high residual field at the ends - Part ends often retain more magnetism than the center. If the acceptance criterion is ≤3 Gauss, it applies everywhere, including the ends.
Residual Magnetism Measurement and Control
Gaussmeter Usage for Demagnetization Verification
- Zero the Gaussmeter before use by placing the probe in a zero-gauss chamber (or at a distance from any ferromagnetic material)
- Measure at the part surface - the probe must contact or be within 1mm of the surface
- Take readings at at least 3 locations: each end and the center
- Measure in at least 2 orthogonal directions at each location
- Record the maximum reading from all measurements - this is the residual field value
- Compare to the acceptance criterion (typically ≤3 Gauss)
- If above limits, repeat demagnetization and re-measure
- Some materials require multiple demagnetization passes - this is normal for high-coercivity steels
Common Gaussmeter Pitfalls:
- Not zeroing before measurement: A 2-Gauss zero offset makes a 1-Gauss residual read as 3 Gauss (false rejection) or a 4-Gauss residual read as 2 Gauss (false acceptance)
- Measuring near large ferromagnetic objects: The earth's field plus nearby magnetic masses can add background to your reading
- Using an uncalibrated meter: Treat calibration expiration as a hard stop - no examinations with expired calibration
Advanced indication evaluation techniques, distinguishing relevant from non-relevant indications, and making accept/reject decisions using code acceptance criteria.
Advanced Indication Evaluation
Level II Indication Evaluation
The fundamental distinction between a Level I and Level II technician is the ability to evaluate indications - to determine whether they are relevant, classify their severity, and apply acceptance criteria to make accept/reject decisions.
The Evaluation Process
Step 1: Classification
Is the indication relevant, non-relevant, or false?
- Relevant: Caused by a discontinuity that may affect part integrity
- Non-relevant: Caused by a geometric, metallurgical, or magnetic feature that is not a discontinuity
- False: Not caused by flux leakage at all (mechanical entrapment, gravity, contamination)
Step 2: Characterization (for relevant indications)
- Linear or rounded (3:1 length-to-width ratio)
- Surface-breaking or subsurface (based on indication sharpness, definition, and depth of the leakage field)
- Location relative to the weld or part feature
- Single or clustered
Step 3: Measurement
- Length (major dimension for rounded indications)
- Width if required by the acceptance criteria
- Spacing between adjacent indications
- Cumulative length in a given span
Step 4: Acceptance Criteria Application
Compare measured indication dimensions to the acceptance criteria specified in the applicable code. This may involve:
- Maximum individual indication size
- Maximum cumulative size in a given length
- Minimum spacing between indications
- Maximum number of indications in a given area
- Specific restrictions for linear vs. rounded
Step 5: Disposition
- Accept: Indication is within acceptance criteria
- Reject: Indication exceeds one or more criteria
- Investigate further: Grind to explore depth, use another NDT method for additional characterization, or request engineering evaluation
Evaluating Non-Relevant Indications
Per ASTM E1444, any indication with a major dimension exceeding 1/16 inch (1.6mm) that is initially interpreted as non-relevant must be re-examined to confirm. Methods include:
- Cleaning the surface and re-examining
- Examining from a different magnetization direction
- Light grinding to remove surface features and re-examining
- Comparison with part geometry (confirming the indication coincides with a known feature)
Indication Evaluation Decision Framework
When you encounter an indication as a Level II, work through this analytical framework:
Context Analysis:
- What is the part? (weld, casting, forging, machined component)
- What discontinuities are expected in this type of part? (weld cracks at toes, casting shrinkage at hot spots, forging laps at parting lines)
- Does the indication location match an expected discontinuity location?
Indication Behavior:
- Does it reproduce? (demagnetize, re-magnetize, re-examine)
- Does it change with field direction? (relevant indications should be strongest perpendicular to the field)
- Does it correspond to a visible surface feature? (thread root, keyway edge, weld toe profile change)
Engineering Judgment:
- Is the indication at a structurally critical location? (stress concentration, load-bearing connection, fatigue-sensitive detail)
- What are the consequences of missing a real defect at this location?
- What are the consequences of rejecting a good part?
When uncertain:
- Explore by light grinding (with engineering approval) - if the indication disappears after removing 0.010-0.020 inches of material, it was likely surface condition or very shallow
- If the indication persists or deepens after grinding, it is almost certainly a relevant discontinuity
- Document everything - your observations, analysis, and rationale for your classification
The Level II's value is the ability to make these determinations consistently and correctly. This requires technical knowledge, experience, and disciplined methodology.
Acceptance Criteria Application
Applying Acceptance Criteria
Different codes have different acceptance criteria for MT indications. As a Level II, you must know which criteria apply and how to apply them correctly.
ASME Section VIII (Pressure Vessels) - UW-51/UW-52
ASME acceptance criteria for welds examined by MT typically include:
- Linear indications exceeding 1/16 inch (1.6mm) are unacceptable (for certain joint categories)
- Rounded indications have maximum individual and cumulative size limits based on the governing weld joint category and thickness
- Aligned indications (rounded indications in a line) are evaluated as a single indication
AWS D1.1 (Structural Steel Welding)
AWS D1.1 Table 6.1 acceptance criteria for MT:
- No cracks regardless of size or location
- Incomplete fusion not acceptable when examination reveals the defect
- Specific dimensional limits for undercut, porosity, and other indications based on the joint type (complete joint penetration, partial joint penetration, fillet)
AWS D1.5 (Bridge Welding Code)
More restrictive than D1.1, reflecting the fatigue-critical nature of bridge structures:
- No cracks of any size
- More restrictive limits on rounded and clustered indications
- Fracture Critical Members (FCMs) have the most stringent criteria
API 1104 (Pipeline Welding)
Pipeline weld acceptance criteria based on workmanship or fitness-for-service evaluation options.
Key Principle
Never apply acceptance criteria from memory alone. Always have the actual code section and table open when evaluating indications. Codes are revised periodically, and criteria change between editions. Using the wrong criteria (or the right criteria from the wrong edition) can result in incorrectly accepting a rejectable defect or rejecting an acceptable one.
Case Study: Acceptance Criteria Misapplication
A fabrication shop building structural steel moment frames per AWS D1.8 (Seismic Supplement) performed MT on complete joint penetration (CJP) groove welds. The Level II technician found a 3/16-inch (4.8mm) linear indication at a weld toe and evaluated it using the acceptance criteria from AWS D1.1, Table 6.1 for non-tubular, statically loaded connections.
Under D1.1 static criteria, certain small linear indications may be acceptable depending on joint type. The technician accepted the indication and documented it as "within criteria."
During a third-party quality audit, the reviewing engineer noted that the project specifications required evaluation per AWS D1.8, which references D1.1 but imposes significantly more restrictive criteria for seismically loaded connections. Under D1.8, ANY linear indication in a CJP weld of a seismic moment frame connection is rejectable regardless of size.
The weld required repair and re-examination, plus all previously accepted welds examined by the same technician were re-evaluated.
Root Cause:
- The technician applied the general D1.1 criteria instead of the project-specific D1.8 requirements
- The written procedure referenced D1.8, but the technician used a D1.1 criteria card from memory
- No independent verification of acceptance criteria application was in place
Lesson: Always verify which specific acceptance criteria apply to the examination at hand. Do not rely on general familiarity with a code - verify the exact edition, section, table, and any project-specific supplements or modifications. When in doubt, apply the more restrictive criteria and document the rationale.
Subsurface Indication Evaluation
Subsurface Indication Characteristics
Subsurface discontinuities (those below the surface but within MT detection range) produce characteristically different indications from surface-breaking defects. As a Level II, you must recognize these differences.
Surface-Breaking vs. Subsurface Indications
Surface-breaking indications:
- Sharp, well-defined edges
- Tight, dense particle accumulation
- Strong holding force - resist removal by gentle air
- Located precisely at the surface crack opening
Subsurface indications:
- Diffuse, fuzzy edges (particles spread over a broader area)
- Less dense particle accumulation
- Weaker holding force - easier to blow away
- May be displaced from the actual discontinuity location (particles accumulate where the leakage field reaches the surface, which may be offset from the subsurface flaw)
Depth Estimation
The width and intensity of the indication provide rough depth information:
- Narrow, intense indication → shallow (near surface)
- Broad, diffuse indication → deeper subsurface
- Very broad, very faint → at the limit of detection depth
Accurate depth determination requires supplementary examination (UT) - MT cannot quantitatively measure depth.
Level II Evaluation
When you encounter a subsurface-type indication:
1. Document its characteristics (diffuse, broad, weak holding force)
2. Note the magnetization technique used (AC vs. DC - subsurface indications should only appear with DC/HWDC)
3. If the indication appeared with AC magnetization, it is likely surface-breaking despite its diffuse appearance (possibly a very tight crack with a smeared-over surface)
4. Recommend UT follow-up for depth characterization if the indication's size or location makes it potentially rejectable
Subsurface Indication Decision Matrix
| Indication Character | Likely Cause | Level II Action |
|---|---|---|
| Diffuse, broad, DC only | True subsurface discontinuity | Measure size, apply criteria, recommend UT for depth |
| Diffuse, broad, AC exam | Possible near-surface inclusion or wide shallow defect | Re-examine with DC. If clearer with DC, likely subsurface |
| Sharp but faint | Marginal detection - may be at the edge of sensitivity | Re-examine with higher sensitivity technique |
| Disappears with re-examination | Possible false (particle buildup, contamination) | Clean surface, re-examine. If not reproducible, disregard |
| Multiple diffuse indications in a cluster | Possible porosity or scattered inclusions | Document pattern, evaluate per cluster criteria |
When in doubt about an indication's significance, document it thoroughly and consult with the Level III or the responsible engineer. Under-calling a relevant indication is a greater risk than over-calling a non-relevant one.
Weld Code Acceptance Criteria Application
Applying Acceptance Criteria - Level II Skill
The Level II must correctly apply acceptance criteria from the governing code. This requires understanding the criteria structure, the terminology, and the measurement methods.
AWS D1.1 Acceptance Criteria (Structural Welding - Steel)
Statically loaded structures:
- No cracks (any size)
- No linear indications exceeding 1/8 inch
- No rounded indications exceeding 3/16 inch
Cyclically loaded structures (fatigue-critical):
- No cracks (any size)
- No linear indications exceeding 1/16 inch
- No rounded indications exceeding 1/8 inch
- More restrictive because fatigue cracks grow from smaller initiators
ASME Section VIII (Pressure Vessels)
Relevant indications: Any indication ≥1/16 inch is considered relevant (must be evaluated)
Rejectable conditions:
- Any linear indication
- Any rounded indication exceeding 3/16 inch
- Four or more rounded indications in a line separated by 1/16 inch or less (edge to edge)
The Evaluation Process
1. Is the indication relevant? (≥1/16 inch → yes)
2. Is it linear or rounded? (L ≥ 3W → linear; L < 3W → rounded)
3. Measure the indication dimensions accurately
4. Apply the specific acceptance criteria from the governing code
5. Accept or reject - document the basis for the decision
Case Study: Acceptance Criteria Misapplication on Dual-Code Project
A structural steel fabrication project involved both statically and cyclically loaded connections. The MT Level II applied the less-restrictive static loading criteria to all connections uniformly.
During the quality audit, the reviewing engineer identified that 15 connections in the moment frame were classified as cyclically loaded per the project specification. Four of these connections had accepted indications ranging from 3/32 to 1/8 inch - acceptable under static criteria but rejectable under cyclic criteria.
Consequence: All four connections required excavation and repair, re-examination, and re-documentation at significant cost and schedule delay.
Root Cause: The Level II used a single acceptance criteria table for the entire project without checking the loading classification for each specific connection.
Prevention: The Level II must verify the applicable acceptance criteria for each specific examination location before beginning the evaluation. When multiple criteria sets apply to a single project, the examination report must clearly reference which criteria set was used for each location.
Multi-Code Acceptance Criteria Comparison
Acceptance Criteria Comparison Table
Linear Indications (cracks):
| Code | Static Loading | Cyclic/Fatigue Loading |
|---|---|---|
| AWS D1.1 | No cracks. No linear >1/8" | No cracks. No linear >1/16" |
| ASME VIII | Any linear indication is rejectable | Same |
| API 1104 | No cracks | No cracks |
| ASME B31.3 | Per ASME VIII | Per ASME VIII |
Rounded Indications:
| Code | Maximum Single | Cluster Limits |
|---|---|---|
| AWS D1.1 (static) | 3/16" | N/A |
| AWS D1.1 (cyclic) | 1/8" | N/A |
| ASME VIII | 3/16" | 4 in a line, ≤1/16" apart |
| API 1104 | 1/8" | Per specific acceptance table |
Key takeaway: Never assume acceptance criteria from one code apply to another. Always verify the specific code referenced in the contract or procedure for the examination location.
Writing and reviewing MT procedures, ensuring compliance with essential variables, and producing complete examination reports.
MT Procedure Development and Compliance
MT Procedure Development
At Level II, you develop and qualify MT procedures. A procedure is the formal document that specifies every parameter of the examination. It must be complete enough that a qualified Level I can perform the examination with consistent, reproducible results.
Essential vs. Nonessential Variables (ASME V, Article 7)
ASME classifies procedure variables as essential (changes require re-qualification) or nonessential (changes documented but no re-qualification needed).
Essential Variables - changes require procedure re-qualification:
- Magnetization technique (e.g., yoke → prods)
- Current type (AC → DC → HWDC)
- Particle type (fluorescent → visible, wet → dry)
- Examination method (continuous → residual)
- Direction of magnetization
- Surface preparation (as-welded → ground)
- Minimum light intensity (UV-A or visible)
Nonessential Variables - changes documented but OK:
- Part configuration or size (within the procedure's scope)
- Specific amperage value (if within the established range and field adequacy is verified)
- Specific brand of particles (if same type and specification)
- Post-examination cleaning method
Procedure Content Requirements (ASME V, T-753)
A written MT procedure must include:
1. Scope (materials, joint types, thickness ranges covered)
2. Surface preparation requirements
3. Magnetization technique(s)
4. Current type and amperage range (or field strength range)
5. Particle type and application method
6. Continuous or residual technique
7. Minimum field strength or amperage verification method
8. Examination coverage requirements (two-directional, overlap)
9. Environmental requirements (lighting, temperature)
10. Personnel qualification requirements
11. Acceptance criteria reference
12. Post-examination requirements (demagnetization, cleaning)
13. Documentation and reporting requirements
Procedure Qualification
For ASME applications, the procedure must be demonstrated (qualified) by performing an examination on a representative test specimen under the specified conditions and verifying that known discontinuities are detected. The qualification records become part of the procedure package.
Standards Governing MT Procedures
ASME Section V, Article 7 - T-750 through T-790:
- T-751: Written procedure required for all examinations
- T-752: Procedure must contain essential, nonessential, and supplementary essential variables
- T-753: Minimum procedure content requirements
- T-762: Surface preparation requirements
- T-763: Technique requirements (circular, longitudinal, multidirectional)
- T-764: Examination coverage requirements
- T-770: Examination evaluation requirements
- T-790: Documentation requirements
ASTM E1444 - Key Procedure Sections:
- Section 7: Personnel qualification requirements
- Section 8: Equipment requirements and verification
- Section 9: Examination procedure requirements
- Section 10: Technique requirements
- Section 11: Evaluation and acceptance criteria
ASTM E709 - Supporting Technical Detail:
- Section 5: Magnetization techniques and calculations
- Section 6: Particle and bath requirements
- Section 7: Examination procedures
- Annex A: Amperage calculation guides and worked examples
As a Level II developing procedures, you must be conversant with these sections and able to locate specific requirements quickly.
Examination Reporting and Traceability
Examination Reporting
As a Level II, you are responsible for the completeness and accuracy of the examination report. Beyond the Level I recording requirements, you add evaluation, disposition, and supervisory review.
Level II Report Additions (Beyond Level I)
1. Indication evaluation: Each indication classified as relevant (linear/rounded), non-relevant, or false, with supporting rationale
2. Acceptance criteria application: Specific code section and table cited, with a clear statement of how each indication compares to the criteria
3. Disposition: Accept, reject, repair, or additional examination required - for each indication
4. Technical adequacy statement: Confirmation that the examination technique, equipment, and environmental conditions met all procedure requirements
5. Personnel supervisory role: If you supervised a Level I performing the examination, your report covers your evaluation of their work quality
Traceability Requirements
Every element of the examination must be traceable:
- Equipment → calibration records: Yoke lifting force verification, ammeter calibration, UV light intensity measurement - traceable to calibrated instruments
- Particles → batch records: Particle batch number, expiration date, settling test results - traceable to manufacturer certification
- Personnel → certification records: Examiner and evaluator certification levels, certificate numbers, employer - traceable to the employer's Written Practice
- Part → manufacturing records: Material heat number, weld procedure used, welding operator - traceable to fabrication documentation
- Acceptance criteria → code edition: Specific code, edition year, section, and table number - not just "per code"
Report Retention
Examination reports must be retained per the applicable code and contract requirements. For ASME vessels, reports are typically retained for the life of the equipment. For structural steel, retention periods vary by jurisdiction and project specification. As a Level II, ensure your reports are complete and clear enough to stand alone years or decades later.
Common Report Deficiencies Found in Quality Audits
1. Missing equipment serial numbers - "Yoke" or "Prod unit" without specific identification. If a question arises about equipment calibration, there is no way to trace the specific instrument used.
2. Generic acceptance criteria - "Per AWS D1.1" without specifying which table, which edition, and which joint category. Different tables in the same code have different criteria.
3. Incomplete coverage documentation - "Examined weld per procedure" without documenting which specific weld joints, which surfaces, or providing a coverage map. If a crack is found later, there is no evidence that the specific location was actually examined.
4. Missing environmental documentation - No record of UV-A intensity, ambient light level, or surface temperature. These parameters directly affect sensitivity and must be documented.
5. Indication location ambiguity - "Crack found on Column B" is untraceable. "Linear indication, 5/16 inch, at the east weld toe of Joint B-7, 6 inches above the south beam flange" is precise and allows exact re-examination.
6. Undocumented deviations - If any procedure parameter was modified (different amperage, different particle type, additional surface preparation), the deviation must be documented with rationale and authorization.
Report Quality and Review
Report Quality Standards
The Level II's examination report is a legal quality record. Its quality reflects the quality of the examination itself. As a Level II, you both produce reports and review reports from Level I technicians.
Level II Report Review Checklist
When reviewing a Level I technician's MT report:
1. Completeness: Are all required fields filled in? (Date, examiner, part ID, procedure, equipment, technique, results, signature)
2. Traceability: Can every element be traced back to its source? (Equipment to calibration, examiner to certification, part to material records)
3. Accuracy: Do the recorded parameters match the procedure requirements? (Correct amperage range, correct particle type, correct coverage)
4. Indication documentation: Are indications documented with sufficient detail for relocation and re-evaluation? (Location referenced to datum, measured dimensions, orientation, type)
5. Consistency: Do the results make sense? (No indications on a weld known to have defects? Indications in areas with no weld?)
6. Environmental documentation: Were UV-A intensity, ambient light, and surface temperature recorded as required?
Common Report Deficiencies
- Missing equipment serial numbers
- Incomplete coverage documentation (no map showing which areas were examined)
- Indication location references that cannot be replicated
- Missing or incorrect acceptance criteria reference
- Unsigned or undated pages
- No statement about demagnetization status
Report Writing Best Practices
- Use standard terminology - "Linear indication" not "crack." Until disposition is complete, all particle accumulations are "indications." The term "crack" implies a metallurgical characterization that goes beyond MT capability.
- Be specific about coverage - "Examined per procedure" is inadequate. "Examined both sides of weld W-7 from station 0+00 to station 0+42 with two-directional yoke coverage" is specific and auditable.
- Include negative statements - "No linear indications detected. No rounded indications exceeding 1/16 inch detected in examined area." This confirms that the examiner looked for and did not find specific discontinuity types.
- Note limitations - "Area between flanges at station 0+15 to 0+18 inaccessible - not examined." This prevents assumptions that the entire weld was covered.
- Reference documents precisely - "Evaluated per AWS D1.1:2020, Table 6.1, Category CJP Groove Weld" not just "per D1.1."
- Keep a personal copy of every report you submit. If questions arise months or years later, having your copy allows you to respond accurately.
Procedure Writing Fundamentals
Writing MT Examination Procedures - Level II Skills
While the Level III approves procedures, experienced Level IIs often draft application-specific procedures under Level III supervision.
Essential Variables (Must Be Specified)
- Magnetization technique (yoke, prod, coil, head shot, central conductor, multidirectional)
- Current type (AC, DC, HWDC)
- Field direction(s)
- Amperage or field strength requirements
- Particle type (dry/wet, fluorescent/visible)
- Surface preparation requirements
- Examination sequence (continuous/residual)
- Acceptance criteria with specific code reference
Procedure Clarity Test
A properly written procedure should allow a qualified Level I technician who has never seen the specific application to perform the examination correctly and consistently by following the procedure step by step. If the procedure relies on assumptions, tribal knowledge, or verbal instructions to supplement the written steps, it is incomplete.
Procedure Writing Tips
- Start with the applicable code requirements - the procedure must address every code requirement (ASME V Article 7, ASTM E1444, etc.)
- Use specific, measurable values instead of qualitative terms. Write "spacing of 6 to 8 inches" instead of "appropriate spacing." Write "minimum 3 shots of 0.5 second duration" instead of "adequate exposure."
- Include troubleshooting guidance for common field situations: what to do if the surface is too rough, too hot, too cold, inaccessible.
- Have a Level I technician read the draft procedure and attempt to follow it on a practice piece. Their questions reveal the procedure's gaps.
- Reference applicable sub-procedures (demagnetization, bath maintenance, reporting) rather than repeating their content. But ensure the referenced procedures are controlled and available.
Audit Preparation for MT Programs
Audit Preparation - Level II Perspective
As a Level II, you will participate in quality audits as the technical subject matter expert. Proper preparation demonstrates program competence and prevents audit findings.
What Auditors Look For
1. Personnel files: Current certifications, training records, vision test results, all within dates
2. Procedures: Current revision, approved signatures, all code requirements addressed
3. Equipment records: Calibration certificates current, lifting force verification documented
4. Examination records: Complete, legible, traceable to personnel and equipment used
5. Consumables: Particle batch documentation, settling test records, shelf life compliance
6. Corrective actions: All findings from previous audits addressed and closed
Common Audit Findings
- Expired vision tests (most common personnel finding)
- Missing daily settling test records
- Examination reports missing equipment serial numbers
- Procedures referencing superseded code editions
- No documented lifting force verification for the current period
Maintaining these records in real-time prevents the audit-preparation scramble and demonstrates a mature, well-managed MT program.
Diagnosing and resolving common MT problems in the field, making authorized technique adjustments, and handling non-standard situations.
Field Problem Diagnosis and Resolution
Level II Troubleshooting
Field MT rarely goes exactly as planned. As a Level II, you must diagnose problems, determine root causes, and implement solutions - all while maintaining examination validity.
Systematic Troubleshooting Approach
When MT results are unexpected (missed known defects, excessive background, inconsistent indications), work through this diagnostic sequence:
1. Verify the equipment:
- Check ammeter reading against expected value
- Verify yoke lifting force at the actual spacing used
- Check UV-A intensity (for fluorescent methods)
- Inspect cables, connections, and prod tips for damage
- Run a system performance check on a known reference standard
2. Verify the particles:
- Check bath concentration (settling test)
- Examine particle condition (color, fluorescence, contamination)
- Verify particle type matches the procedure
- Check expiration dates
3. Verify the technique:
- Confirm correct magnetization direction for the expected discontinuity orientation
- Verify amperage or field strength is within specification
- Confirm correct spacing (prods, yoke poles)
- Verify two-directional coverage was performed
4. Verify the surface:
- Measure coating thickness
- Check for contamination (oil, moisture, condensation)
- Assess surface roughness
- Check part temperature
5. Verify environmental conditions:
- Ambient light level (for fluorescent)
- Wind (for dry particles)
- Temperature and humidity
- Electromagnetic interference from nearby equipment
Common Field Problems and Solutions
Particles won't stay on vertical surfaces:
→ Switch from dry to wet particles; use spray application with wet particles that adhere to the surface; work sections from bottom up
Yoke won't reach examination area:
→ Use prods instead; use a smaller yoke with articulating legs; use a cable wrap if the geometry allows
High ambient light washing out fluorescent indications:
→ Erect light-blocking enclosures (welding curtains, tarps); schedule examination for nighttime; switch to visible particles with contrast paint
Arc burns occurring despite contact pads:
→ Check pad condition (worn, contaminated, inadequate size); increase contact pressure; clean both the pad surface and the part surface; verify cables are properly connected
Case Study: Coating Interference Problem - Diagnosis and Resolution
A pipeline repair contractor performed MT on circumferential girth welds after the welds had been coated with a 3-coat paint system (primer + intermediate + topcoat) totaling 12-15 mils thickness. The MT procedure specified maximum 2-mil coating thickness.
The contractor's Level I technician performed MT through the full coating system and recorded "no indications" on 23 welds. The client's inspector challenged the results, noting the coating thickness exceeded the procedure's maximum.
Level II diagnosis:
1. Coating thickness measured with DFT gauge: 12-15 mils on all welds - 6-7× the procedure maximum
2. System performance check with QQI shim on a coated test plate showed NO artificial defect indications through 12 mils of paint
3. Same QQI on bare metal adjacent to the coated area showed clear indications
4. Conclusion: The coating completely blocked the flux leakage signal from reaching the particles
Resolution:
1. All 23 welds stripped to bare metal (or <2 mils primer) in the examination zone
2. Re-examined per procedure - 3 welds had rejectable indications (2 linear toe cracks, 1 incomplete fusion)
3. Defective welds repaired, re-examined, and accepted
4. All welds recoated after examination and acceptance
5. Contractor's MT procedure was updated to include mandatory DFT gauge verification before examination
6. The Level I technician received retraining on coating thickness requirements
Lesson: Coating thickness is not a suggestion - it is a specification limit that directly affects examination sensitivity. Exceeding the maximum thickness can completely blind the examination. Always measure and document coating thickness before proceeding.
Non-Standard Situations and Level II Authority
Handling Non-Standard Situations
Field work frequently presents situations not explicitly covered by the written procedure. As a Level II, you have the technical authority to make judgments within the framework of the applicable code and your employer's Written Practice.
Situations Requiring Level II Judgment
Material not covered by the procedure:
The procedure may specify "carbon steel" but you encounter an alloy steel or stainless steel component. Before proceeding, verify the material is ferromagnetic and that the technique parameters are appropriate for its permeability characteristics.
Geometry not addressed by the procedure:
Complex nozzle configurations, multi-layer build-ups, or unusual joint designs may require modified coverage plans not explicitly described in the procedure.
Environmental conditions outside procedure limits:
Temperature, wind, humidity, or lighting conditions that exceed procedure-specified limits. Document the conditions and determine if examination validity is affected.
Equipment availability changes:
The procedure specifies one technique but the specified equipment is unavailable. Determine if an alternative technique can meet the same sensitivity requirements.
Level II Authority Boundaries
You CAN:
- Modify nonessential variables and document the changes
- Select amperage within the specified range based on field conditions
- Determine if environmental conditions are acceptable for valid examination
- Evaluate indications and make accept/reject decisions per the specified criteria
- Supervise and review Level I technicians' work
You CANNOT:
- Change essential variables without procedure re-qualification
- Create or modify acceptance criteria
- Override engineering disposition decisions
- Certify other technicians (Level III function)
- Approve new procedures (Level III function in most Written Practices)
Documentation of Non-Standard Actions
Any deviation from the written procedure must be:
1. Documented with the specific deviation described
2. Justified with technical rationale
3. Authorized by the appropriate authority (Level III, engineer, or client)
4. Recorded in the examination report
5. Assessed for impact on examination validity
Level II Authority Errors
1. Changing essential variables without re-qualification - Switching from AC to DC, or from fluorescent to visible particles, is an essential variable change per ASME V. Making this change without procedure re-qualification invalidates the examination.
2. Applying acceptance criteria from memory - Using remembered criteria from a different code or edition. Always reference the actual document specified in the procedure.
3. Exceeding your scope of certification - Your Level II certification covers specific methods. If the examination requires a technique outside your certification scope, you must defer to an appropriately certified individual.
4. Not documenting procedure deviations - Even minor deviations (different particle brand, slight change in surface preparation method) should be documented. Undocumented deviations are non-conformances in quality audits.
5. Making accept/reject decisions without code reference - Every disposition must reference the specific code section, table, and acceptance criteria applied. "In my experience, this is acceptable" is not a valid basis for acceptance.
Confined Space and Hazardous Environment MT
Special Environment MT - Level II Considerations
Confined Space MT
Performing MT inside vessels, tanks, manholes, and other confined spaces introduces additional hazards and technical challenges:
Safety requirements:
- Confined space entry permit required per OSHA 29 CFR 1910.146
- Atmospheric monitoring (oxygen, combustible gases, toxic gases) before and during entry
- Attendant stationed at the entry point at all times
- Rescue plan and equipment available
- Communication between entrant and attendant
Technical considerations:
- Limited space for equipment positioning - smaller yokes or specialized probes may be needed
- Ventilation required for petroleum-based particle carriers - vapors accumulate rapidly in enclosed spaces
- Water-based carriers preferred for safety (no flammable vapors)
- Electrical equipment must be appropriate for the classified area (if applicable)
- Lighting limitations - portable UV-A lamps for fluorescent MT in confined spaces must be rated for the environment
Elevated Location MT
MT at height (scaffolding, aerial lifts, on top of tanks/vessels) requires:
- Fall protection per OSHA 29 CFR 1926.502
- Secured equipment - tools and particles must be tethered or contained to prevent falls
- Limitation on heavy equipment - some bench units and power packs may be too heavy for scaffolding load ratings
- Wind protection for dry particles at height (often more windy at elevation)
Underwater MT
Specialized application using permanent magnet yokes and specially formulated particles:
- Equipment must be waterproof and rated for the dive depth
- Particles formulated for underwater use (visible in turbid water)
- Performed by trained diver-NDT technicians
- Documentation challenges - indication recording must be adapted for underwater conditions
Special Environment Errors
1. Entering a confined space without proper atmospheric monitoring - Petroleum vapors from MT bath can displace oxygen or create explosive atmospheres. Never enter without verified atmospheric conditions.
2. Using petroleum-based carriers in poorly ventilated confined spaces - Even with entry permits, vapor accumulation can create hazardous conditions. Water-based carriers are strongly preferred.
3. Not securing equipment at elevation - A dropped yoke from a scaffold is a serious struck-by hazard. Use tool lanyards and containment trays.
4. Using non-rated electrical equipment in classified areas - In locations with combustible vapors (refineries, chemical plants), all electrical equipment must be rated for the hazard classification. Standard MT equipment may not be approved.
5. Skipping safety procedures to save time - Confined space entry permits, atmospheric monitoring, and fall protection take time. They are not optional regardless of schedule pressure.
Elevated Temperature and Underwater MT
Special Application MT - Elevated Temperature
High-temperature MT is performed on components that cannot be cooled to ambient temperature for examination, such as:
- In-process weld examination during multi-pass welding
- Post-weld heat treatment hold temperature examinations
- Components in service that cannot be taken offline for cooling
High-Temperature Dry Particle MT
- Standard dry particles rated to approximately 600°F (316°C)
- Special high-temperature particles rated to 800°F (427°C) or higher
- No contrast paint above approximately 500°F - paint degrades
- Dark-colored particles on the bare metal surface provide adequate contrast
- Equipment modifications: extended-handle prods or yokes to protect the operator from heat
Underwater MT
- Used for offshore structure inspection, dam gates, ship hulls, and submerged piping
- Permanent magnet yokes (no electrical hazard in water)
- Specially formulated visible particles that work in seawater and turbid conditions
- Performed by qualified diver-NDT technicians with dual certifications
- Documentation challenges: indication recording uses underwater cameras and sketches on slates
Environmental Compliance for MT Operations
Environmental Compliance Notes
- Petroleum-based carriers: Used bath fluid must be disposed of as waste oil per local environmental regulations. Never pour used bath fluid down drains or on the ground.
- Water-based carriers: Check local regulations - some jurisdictions require pH neutralization and particle settling/filtration before discharge.
- Contrast paint and aerosols: Empty aerosol cans may be considered hazardous waste depending on the propellant. Check local regulations.
- UV lamp disposal: Mercury vapor lamps contain mercury - dispose through hazardous waste channels. LED UV lamps do not contain mercury.
- Cleaning solvents: Most MT cleaning solvents are regulated under VOC (volatile organic compound) regulations. Track quantities used, ensure adequate ventilation, and dispose of waste solvent properly.
- Particle waste: Spent particles collected from bath replacement or dry particle recovery may contain metallic contaminants from the parts examined. Characterize the waste per local requirements before disposal.
The Level II should know the site-specific environmental requirements and ensure that MT operations comply. Environmental violations can result in significant fines and work stoppages.