Here's my first pass at Elk's post, with some additional stuff that I thought made it a bit more complete. Please look it over for accuracy, grammar and all that stuff. See if it makes sense as a procedure. Note that I felt there were some places where it would be appropriate to put in either more information or a reference to a different article. I marked those spots with comments in curly braces "{}" - they will need attention.
Gooserider
Instructions on how to inspect a chimney and firebox prior to installing an insert.
This is based on a message from Elk, translated from the Elkish
to English by Gooserider. It is not a complete code section, but rather is based on the things that Elk looks at when he goes to inspect a fireplace as part of his job doing inspections for his town's building department.
Per code, any fireplace that an insert is installed in MUST be NFPA 211 Code compliant. In other words, before an insert is installed, it must be verified that the fireplace the insert is going to be put in is structurally sound and safe. (It doesn't mean the fireplace needs to work well, just that it is safe) An insert generates a considerable amount of heat, which must be contained by the fireplace structure to keep it from reaching any combustible parts of the house.
By itself, AN INSERT IS NOT THE CURE FOR AN UNSAFE FIREPLACE! If the fireplace would not be safe to build a fire in, it is not safe to put an insert in, but must be fixed first.
This procedure is also largely applicable if installing a woodstove into, or in front of, a fireplace.
Note that this process is intended for masonry fireplaces with clay tile flues, if you have a "Zero Clearance" (ZC) or other metal fireplace, and / or a chimney made with something other than clay tile liners, please see {reference} or ask for more advice in the forums.
Elk says that as an inspector, he usually requires a condition report on all chimneys more than 10 years old prior to issuing a permit. Part of the report says whether a cleaning is required. {Does this report need to come from a sweep? Should they get this report before or after doing the stuff in this procedure?}
Tools required:
Good flashlight, trouble light, or other strong light source.
Hammer
Wire brushes, scrapers and other implements of destruction (optional depending on how much soot is covering things)
Eye protection and a dust mask or other breathing protection reccomended
Caulking gun with refractory cement (if needed)
Shop vacuum - This can be a very messy job, it helps to keep cleaning up the crud as you work.
Ladder(s) or other way to access top of chimney
1. The first check is mostly needed on fireplaces with a brick facing that only goes part way up the wall, with a combustible wall above. It is less likely to be a problem in full-faced floor to ceiling masonry faced fireplaces, but should be checked in any case. Unfortunately all to often, the masonry brick or facing is not sealed off properly. With your flash light, from inside the firebox, shine towards the front. Many times you will see a metal angle iron called a lintel, that supports the front edge of the fireplace opening. Look for a space between the front brick or masonry facing and the angle iron. There should NOT be any gaps! If there are, then chances are it is a direct path to the combustible header and framing material above. The easiest way to fill a gap is to apply refractory cement with a caulking gun, forcing as much cement into the space as possible.
2. Remove the damper plate. They are usually held in with cotter pins. Removing the damper plate makes the inspection and repair easier, and most insert installs will require that the plate be removed in any case.
3. Examine the existing firebricks in the entire firebox looking for cracks in either the bricks themselves or in the mortar joints between them. Any cracks must be repaired before the insert is installed {need instructions on how....}
4. Lightly tap the firebricks starting at the bottom and working to the top. Do this on both the back and each side. If filled with the required solid masonry the tapping sound should be "solid" and consistent. If you hear a hollow sound, especially as you work towards the top, you just discovered the prior mason took a short cut and the firebox is not NFPA 211 compliant. There may be leaves and all sorts of other combustibles in there, possibly construction debris, including blocks of wood. Time to fish your shop vac in there and clean it out. {How do you get into the space? Remove bricks? Go through the wall on the other side???} The area then needs to be filled with non combustibles. It is almost impossible to get mortar into the space, but filling it with sand is acceptable. {Would it be better to fill it with DRY concrete or mortar mix like "Sakrete" or equivalent, then drop some water on it? It seems like that would be better as the stuff would harden into masonry rather than possibly leak out at some time in the future}
5. With the damper plate open or removed, it is time to inspect the chimney. Shine the light up your chimney, look for creosote (which will need to be cleaned off). Look at your clay liners. Do they line up? Do you see missing mortar in the joints? Do you see any cracks or missing or flaking clay liners? {what do you do if there is a problem?} {Reference on what to do if not clay lined? If you don't have clay liners, further inspection and work will definitely be needed} Also note the size of the liner. This will determine whether you need to fully line the chimney to satisfy the cross-sectional area code. {Insert reference to this!}
(will continue in next post)