ROC-M Exam study materials
ROC-M Exam study resources

ROC-M Exam key terms

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Pressure relief valve

A spring-loaded device that opens automatically at a set pressure to discharge fluid and protect a boiler, vessel, or piping system from overpressure, then closes again as pressure falls.

Related: Set pressure, Accumulation, Hydrostatic test
Set pressure

The inlet pressure at which a relief device is adjusted to begin opening under operating conditions. It is stamped on the device and must not exceed the vessel's maximum allowable working pressure.

Related: Pressure relief valve, Maximum allowable working pressure, Accumulation
Maximum allowable working pressure

The highest internal pressure permitted in a boiler or pressure vessel at a stated temperature, based on design thickness, material strength, and code rules. It establishes the ceiling for relief device settings.

Related: Set pressure, Hydrostatic test, Accumulation
Accumulation

The pressure increase above the maximum allowable working pressure that occurs while a relief device is discharging at its rated capacity. Codes limit this rise, commonly to ten percent for boilers.

Related: Pressure relief valve, Set pressure
Hydrostatic test

A strength and leak test in which a vessel or piping system is filled with water and pressurized above its design pressure, then inspected for distortion, leakage, and permanent deformation before being returned to service.

Related: Maximum allowable working pressure, Pressure relief valve, Non-destructive examination
Low-water cutoff

A safety control on a boiler that senses water level and shuts off the burner when the level drops below a safe limit, preventing overheating and catastrophic failure of the pressure vessel.

Related: Safety valve, Combustion air, Steam trap
Combustion air

The air supplied to a burner to mix with fuel and support complete burning. Insufficient supply causes carbon monoxide, soot, and flame instability, and it is verified during startup and annual servicing.

Related: Low-water cutoff, Flame safeguard
Steam trap

A device that automatically discharges condensate and non-condensable gases from steam lines while retaining live steam, maintaining heat transfer efficiency and preventing water hammer in the distribution system.

Related: Water hammer, Low-water cutoff
Water hammer

A pressure surge caused by the sudden stopping or reversal of fluid flow, producing a loud banging noise and potentially damaging pipes, fittings, and supports. It is prevented by proper trapping, venting, and slow valve operation.

Related: Steam trap, Check valve, Surge
Check valve

A valve that permits flow in one direction only and closes automatically when flow reverses, protecting pumps, compressors, and piping from backflow, reverse rotation, and hydraulic shock.

Related: Water hammer, Cavitation
Gate valve

A valve with a sliding wedge or disc that moves perpendicular to the flow path, giving low resistance when fully open. It is intended for isolation service, not throttling, because partial opening erodes the seat.

Related: Globe valve, Check valve
Globe valve

A valve with a plug and seat arranged so flow changes direction, producing higher resistance but fine throttling control. It is commonly used for regulating flow and for frequent open-close duty.

Related: Gate valve, Control valve
Control valve

A modulating valve positioned by an actuator in response to a controller signal to regulate flow, pressure, temperature, or level. Correct sizing and fail-safe action are essential to loop stability.

Related: Globe valve, PID controller, Actuator
Cavitation

The formation and collapse of vapor bubbles in a pump or valve where local pressure falls below vapor pressure. Collapse produces noise, vibration, and metal erosion, reducing capacity and damaging impellers.

Related: Net positive suction head, Check valve, Vibration analysis
Net positive suction head

The absolute pressure margin above vapor pressure available at a pump suction, expressed in head. Insufficient margin causes cavitation, so the available value must exceed the required value given by the manufacturer.

Related: Cavitation, Centrifugal pump
Centrifugal pump

A rotodynamic machine that adds energy to liquid by spinning it outward through an impeller, converting velocity into pressure. Its flow varies with system resistance and it must never run deadheaded.

Related: Net positive suction head, Cavitation, Affinity laws
Affinity laws

Relationships showing how pump or fan flow, head, and power change with speed or impeller diameter. Flow varies with speed, head with speed squared, and power with speed cubed, guiding speed control savings.

Related: Centrifugal pump, Variable frequency drive
Mechanical seal

A pair of lapped faces, one rotating and one stationary, held together by spring pressure and fluid film to prevent leakage along a rotating shaft. It requires clean flush fluid and correct installation.

Related: Centrifugal pump, Vibration analysis
Vibration analysis

A predictive maintenance technique that measures machine vibration and interprets frequency spectra to detect imbalance, misalignment, bearing defects, and looseness before functional failure occurs.

Related: Mechanical seal, Condition monitoring, Cavitation
Condition monitoring

Periodic or continuous measurement of machine parameters such as vibration, temperature, oil debris, and pressure to track health and schedule maintenance based on actual need rather than elapsed time.

Related: Vibration analysis, Preventive maintenance
Preventive maintenance

Scheduled servicing, lubrication, adjustment, and replacement performed at fixed intervals to reduce unexpected failures. It is time-based, unlike predictive work driven by measured condition.

Related: Condition monitoring, Vibration analysis
Non-destructive examination

Inspection methods such as radiography, ultrasonic testing, magnetic particle, dye penetrant, and visual inspection that reveal defects in welds and materials without damaging the component under test.

Related: Hydrostatic test, Weld procedure specification
Weld procedure specification

A written document that specifies the materials, joint design, preheat, filler, current, and technique qualified by testing for a particular weld. Welders must follow it to ensure code compliance.

Related: Non-destructive examination, Hydrostatic test
Lockout/tagout

A safety procedure that isolates hazardous energy sources, applies locks and tags, and verifies zero energy before maintenance, preventing unexpected startup or release of stored energy such as steam or pressure.

Related: Permit to work, Confined space entry
Confined space entry

Entry into a space with limited access and poor ventilation that is not designed for occupancy, requiring atmospheric testing, ventilation, an attendant, and a written permit before personnel may enter.

Related: Lockout/tagout, Permit to work
Permit to work

A formal written authorization describing the task, hazards, controls, and required isolations, signed before high-risk work such as hot work, confined space entry, or line breaking begins.

Related: Lockout/tagout, Confined space entry
Flame safeguard

A control system that proves main flame or pilot establishment and supervises it continuously, shutting off fuel within a safe time if flame is lost, preventing furnace explosions from unburned fuel.

Related: Combustion air, Low-water cutoff
PID controller

A controller that combines proportional, integral, and derivative actions to reduce error between a measured variable and setpoint. Tuning balances speed of response against stability and overshoot.

Related: Control valve, Actuator
Actuator

A device, powered electrically, pneumatically, or hydraulically, that moves a valve or damper to a commanded position. Its fail-safe mode determines equipment behavior on loss of power or signal.

Related: Control valve, PID controller
Variable frequency drive

An electronic device that varies the speed of an alternating-current motor by adjusting supply frequency and voltage, enabling flow control by speed change instead of throttling and reducing energy use.

Related: Affinity laws, Motor overload protection
Motor overload protection

A protective device that disconnects a motor when sustained current exceeds its rating, preventing winding overheating from overload, single phasing, or mechanical binding while allowing normal starting current.

Related: Variable frequency drive, Lockout/tagout
Chiller

A refrigeration machine that removes heat from a liquid, usually water, for air conditioning or process cooling. It comprises a compressor, evaporator, condenser, and expansion device in a vapor-compression cycle.

Related: Refrigerant, Superheat, Compressor
Superheat

The temperature of refrigerant vapor above its saturation temperature at a given pressure. Measured at the evaporator outlet, it confirms the expansion valve setting and protects the compressor from liquid slugging.

Related: Subcooling, Thermostatic expansion valve, Chiller
Subcooling

The amount by which liquid refrigerant is cooled below its saturation temperature at a given pressure. Measured at the condenser outlet, it indicates charge level and condenser performance.

Related: Superheat, Chiller
Thermostatic expansion valve

A metering device that regulates refrigerant flow into an evaporator by sensing suction superheat at the outlet, maintaining superheat within a range and matching flow to load.

Related: Superheat, Chiller
Refrigerant

A fluid used in a refrigeration cycle that absorbs heat by evaporating at low pressure and releases it by condensing at high pressure. Selection considers safety group, ozone depletion, and global warming potential.

Related: Chiller, Superheat
Compressor

A machine that raises gas pressure by reducing volume. Types include reciprocating, rotary screw, and centrifugal; surge, overheating, and lubricant condition are key operating concerns.

Related: Surge, Chiller
Surge

An unstable operating condition in a centrifugal compressor or fan where flow reverses momentarily, causing violent pressure pulsations, noise, and possible mechanical damage. It is avoided by staying above minimum flow.

Related: Compressor, Check valve, Water hammer
Air handling unit

An assembly containing a fan, coils, filters, dampers, and controls that conditions and moves air through ducts to served spaces. Balancing and filter maintenance strongly affect its delivered capacity.

Related: Chiller, Actuator