ASME Section IX - Welding Codes and Metallurgy

Parts QG and QW
Covers Welding Examiner Papers 2 and 4

Date: October 25-28, 2021
Earn: 32 PDH
Price: $2595
Remote Online Attendance
by Zoom Meetings
In-Person Attendance at:
(COVID-19 permiting)*
Holiday Inn Express
10010 104 Street NW
Edmonton AB T5J 0Z1 Canada
Book Accommodations with CASTI Room Rate

Attendance Options

Remote Online Attendance:
participants attend remotely (from home or workplace) and interact with the live instructor through an online video meeting on the scheduled instructor-led training dates.
In-Person Attendance:
participants attend in-person (at the Holiday Inn Express location) and interact with the live instructor on the scheduled instructor-led training dates.
*Note: If health and safety concerns preclude In-Person Attendance, you will be notified and transferred to Remote Online Attendance.


This is an introductory course that provides a basic understanding of the proper use and interpretation of ASME Section IX - Welding Qualifications Code and its related ASME construction codes. To accomplish this objective, the course starts with a 2-day review of ASME Section IX, followed by one day of studying the base metal metallurgy and welding metallurgy that ASME Section IX is based on. The fourth day covers the welding portions of related ASME construction codes (Section VIII-1, B31.1, and B31.3) and how ASME Section IX interacts with each, including the metallurgy previously covered through a series of workshops. This course is also intended to prepare exam candidates for ABSA Welding Examiner Paper #4 on Regulations and Codes and most parts of Paper #2 covering properties and structures of metals, welding metallurgy and material specifications (i.e., steel manufacturing will not be covered).

Who Should Attend

Inspectors, welders, welding supervisors, quality control personnel, technologists, and engineers involved with new welding procedure and welder qualifications for new fabrication, repairs, maintenance, and inspection for pressure vessel or piping. This course is also designed to assist preparing exam candidates for Alberta Welding Examiner (Papers 2 and 4) and CSA W47.1 Welding Engineer certifications.


Each participant will receive a digital CASTI Certificate of Completion with 32 Professional Development Hours (PDHs) for attending all 4 days of the training course.

Course Outline

Alberta Safety Codes Acts
  • Overview of Pressure Equipment Safety Regulations and Pipeline Codes in Canada
  • Overview of CSA, ASME and related Codes for New Construction and In-Service Integrity
  • Overview of Pressure Welders Regulation
General Review to ASME IX
  • Detailed Review of Part QG – General Requirements
  • Detailed Review of Part QW - Welding Articles
    • Article I – Welding General Requirements – QW-100
      • Test Positions and Specimen Removal
      • Tests: Tension, Guided-Bend, and Impact Specimens, and Acceptance Criteria
    • P-Numbers QW-420, F-Numbers QW-430, and A-Numbers QW-440
    • Article II – Welding Procedure Qualifications – QW-200
      • WPS and PQR Content, Changes, and Responsibilities (minimum requirements)
      • Welding Variables for WPS Qualification
        • How to use WPS Variable QW-250 Tables for SMAW, SAW, GMAW, and GTAW
    • Article III – Welder and Welding Operator Performance Qualifications (WPQ) – QW-300
      • Intent of Tests and Specimen Removal
      • Qualification by Mechanical Tests and Volumetric NDE, QW-302
      • How to use Welder Performance Essential Variable QW-350 and QW-416 Tables for SMAW, SAW, GMAW, and GTAW
      • Retests, Expiration, and Renewal of Qualification
      • Alberta Welders Regulations
        • Welder Performance Qualification Cards in Alberta
        • Expiration and Renewal of Qualification
      • Welding Operator Performance Essential Variables, QW-360
      • QW-423 Alternate Base Materials for Welder Qualification
        • How to Correctly Assign P-Numbers for Welder Performance Qualification Based on ABSA Guidelines
    • Article IV – Welding Data – QW-400
      • QW/QB-422 Table: Ferrous and Nonferrous P-Numbers Grouping of Base Metals for Qualification
      • QW-451 Tables: Procedure Qualification Thickness Limits and Test Specimens
      • QW-452 Tables: Performance Qualification Thickness Limits and Test Specimens
      • QW-461.9 Table: Performance Qualification – Position and Diameter Limitations
      • AB-76A and 76B Welding Documentation Forms
    • Article V – Standard Welding Procedure Specifications (SWPS) – QW-500
Introduction to Steels
  • Ferrous/Nonferrous, Cast Irons and Steels
  • Wrought Products: Rolling, Hot-Finishing, Drawing, Forging
  • Steel Making, Heat of Steel, Residual and Unspecified Elements in Steels
  • The Roles of Alloying Elements
  • Defining Alloy Steels, Low-Alloy Steel, High-Strength Low Alloy Steel, Microalloy Steels
  • Brief Introduction to Stainless Steels
Introduction to Steel Metallurgy
  • Steel Microstructures and Phases: Ferrite, Fe-Fe3C, Pearlite, Banite, Martensite
  • Using the Fe-Fe3C Phase Diagram in Practical Terms
    • Transformation Temperatures QW-407.1(2)
  • Heat Treatment: Austenitizing, Annealing, Normalizing, Quench and Tempering QW-407
  • ASTM Grain Size, Toughness, and Anisotropic
  • Material Test Reports and What They Really Mean
Steel Welding Metallurgy and Steel Heat Treatment
  • Weldment zones and fundamental principles of welding metallurgy of carbon steel
  • Use of carbon equivalence to predict weldability
  • Alloying steels and their effects on hardenability and weldability
  • Residual stress and distortion of welded connections
  • Hydrogen related cracking in welding (toe cracking, cold cracking, delayed cracking, HAZ cracking, and underbead cracking)
  • Steel heat treatment, preheating and postweld heat treat in practical terms to avoid cracking and improve weldability
Workshop #1: ASME Section IX, Table QW/QB-422, P-No. and Group No.
  • Each attendee will develop the basis for establishing P-No. 1, Groups 1 to 4 as they appear in Table QW/QB422 by comparing base metal chemical composition, weldability, and mechanical properties.
  • This workshop will be reviewed several times during the course to further explain ASME Section IX requirements.
Workshop #2: Practicing with ASME Section IX, Section I, Section II Parts A and C, Section VIII-1, B31.1, and B31.3
  • As an exercise as part of developing a new WPS, each attendee will participate in this workshop to practice using:
    • ASME Section IX
    • Base Metal Specifications: ASME Section II Part A
    • Filler Metal Specifications: ASME Section II Part C
    • Construction Codes: ASME Section I, Section VIII-1, B31.1, and B31.3
  • At the completion of the Workshop, the instructor will interact with all attendees by discussing each Welding Variable, Filler Metal Selection, and Construction Code requirements as they relate to developing a WPS.
Evening Tutorials

Evening tutorials each day are mandatory for exam candidates planning to challenge Alberta Welding Examiner (Papers 2 and 4), CSA W47.1 Welding Engineer, and optional for all other attendees.

  • Review Alberta Welding Examiner Syllabus (AB-94)
    • Paper 2 Tutorial: review additional study material and practice exams.
    • Paper 4 Tutorial: review additional study material and practice exams.
  • Review CSA W47.1 Annex A Suggested Areas of Study for Welding Engineers
    • Tutorial: review additional study material and practice exams.

Required Code Documents

All participants must have a copy of the ASME Section IX Code.

For those who are writing the Welding Examiner exams:

These exam documents (with the specific code editions and sections required for Paper #1 and Paper #3) are available for purchase from CASTI.

Useful Links

About the Instructor

Matthew Yarmuch MSc, PEng, IWE is a professional materials and welding engineer, involved in engineering consulting, quality management, research, training and project management. Matthew is a University of Alberta graduate BSc (Materials Engineering) and MSc (Welding Engineering).

Matthew is the president of MattCo Engineering Solutions Inc. and supports the energy, fabrication, and construction sectors. Matthew is an Assistant Adjunct Professor at the University of Alberta and Chair of the Alberta Welder Optimization Committee (AWOC) and is active in code committees and local technical societies.