Chemist’s Perspective C ondition Assessment of Oil Circuit Breakers and Load Tap-Changers by the Use of Laboratory Testing and Diagnostics Introduction The use of laboratory testing is of increasing importance today as it provides the data to diagnose the condition of oil-filled electrical apparatus. This information can be used to detect and identify incipient faults in apparatus, provide an indication of their severity, and identify long-term aging trends. In today’s environment, where out-of-service testing of apparatus is not always possible, being able to acquire easily-sampled electrical insulating liquids in service is an advantage. Current-day practices in electrical substations are migrating more towards condition-based, as opposed to time-based, maintenance in order to protect valuable assets, extend their lives, and use budgeted money effectively. Condition-based maintenance used for transformers for many years is now being applied for load tap-changers (LTCs) and bulk oil circuit breakers (OCBs). Since LTCs and OCBs can fail mechanically, electrically, and from deterioration because of local overheating, it is reasonable to assume that by-products of the deterioration and overheating could be found in the oil. In recent years dissolved gas-in-oil analysis and other insulating liquid tests have been used as effective tools to detect problems in LTCs and OCBs. Specific guidelines and algorithms have been developed for evaluating the results from normal and abnormal LTCs and OCBs to aid in condition assessment. The goal of a laboratory diagnostic program is to provide a consistent, reliable analytical technique to detect problems and provide a ranking or relative health index. Laboratory Tests Used for Condition Assessment of LTCs and OCBs Oil tests were chosen to be able to diagnose the condition of LTCs and OCBs, based on previous experience with transformers, knowledge of the operation of these apparatus, and empirical evidence from failures and problems. Although the same or nearly the same tests are used for Summer 2004 Lance R. Lewand Doble Engineering Company Paul Griffin Doble Engineering Company LTCs and OCBs, the methods of evaluation and the diagnostic approach is significantly different. The tests currently used are described below: Dissolved gases in oil (DGA): Great emphasis is placed on this test, as it is an important diagnostic tool for detecting localized overheating or excessive arcing as well as other abnormalities. Localized overheating of conductors and surrounding insulation may lead 1 to a thermal runaway condition which causes carbonization and by-product polymeric films to form on conductors. This increases the surface resistance of the contacts, thereby causing increased heating to the point of failure unless the cycle is interrupted by maintenance. This can be detected by observing the generation of hydrogen and hydrocarbon gases such as methane, ethane, ethylene, and acetylene. It has been determined that as an overheating event develops into a thermal runaway condition, the ratio of the hydrocarbon gases changes and can be used as an additional diagnostic tool. The analysis is complicated because: • • • • • • Gassing characteristics of oils vary to some degree with their composition, the amount of oxygen present, and the temperature. Less soluble gases such as hydrogen and carbon monoxide will escape to the atmosphere more quickly than the more soluble gases when the apparatus is venting properly. A temperature distribution exists around an incipient-fault area, which varies with the source of heating and cooling available. More than one problem type may coexist in the same apparatus. The progression from normal to a fault condition may vary in time and with operating conditions such as load. Catalytic surfaces and the composition of those surfaces may influence the results. Regardless of the complications listed above, DGA has become an invaluable tool in helping to detect and identify problems and their severity in OCBs and LTCs. Particle count and size: The total number of particles by size groupings is used to detect abnormal quantities of by-products and wear materials. The ratio(s) of the size groupings provides information as to the extent a detrimental condition has progressed. Larger particles are especially important, as the dielectric strength of the insulating oil is more adversely affected by these particles, and formation of larger particles are an indicator of advanced deterioration. Particle typing: Particle typing has been used successfully in other fields such as lubrication and hydraulic systems for quite some time. In OCBs and LTCs, particles are formed from three main mechanisms: wear, arcing and overheating. • 2 Metal particles are formed by wear as two metallic surfaces move against each other. Roylance and Hunt have determined that the size, morphology, and types of particles are dependent upon the severity of the pressure applied to the surface and the angle at which the surfaces intercept. Arcing can also form metal particles, but these particles are quite different in morphology and topography as they are not wear-induced. Arc-produced metal particles are formed from molten metal being quenched by the cooler surrounding oil and, thus, are produced as a somewhat teardrop-shaped particle. Arcing will also produce organic particles such as carbon fines and larger conglomerations from the breakdown of the oil. (See Peelo.) • Overheating increases the rate of decay of other materials and induces the formation of by-products such as polymerized oil films. The examination of the filter provides a qualitative identification of the types of particles. In the process of particle typing there is an attempt to relate the particles to specific materials of construction. Along with microscopic examination of the particles trapped on a filter, a Doble carbon-coding process has been introduced to aid in quantifying the carbon loading in the sample. • Oil Quality: Several oil quality tests can be performed to check for dielectric strength and aging. The program described here presently uses water content, dielectric breakdown voltage (D 1816, 1 mm gap), and neutralization number. The three oil-quality tests provide the essential information necessary to aid in a diagnosis without being overly complicated. The dielectric breakdown voltage test provides information on the insulating capability of the oil. The water content aids in determining how wet or dry the system is and if free water exists. The neutralization number provides information on the extent of the degradation of the oil and is important since high concentrations of organic acids can exacerbate an already deteriorated condition. Total Metals: The metals test, consisting of both particulate metals and those dissolved in the oil, is an extremely meaningful test. It provides an indication of the amount of material that has been worn or sublimated from the moving and/or stationary contacts and is now present in the oil. It also provides a quantitative analysis as to composition of the metals found in the oil. Diagnostic Methods for LTCs The dissolved gas-in-oil test is most often the key test for detecting and diagnosing problems with LTCs. LTCs are a crucial element of utility networks, as they must operate repeatedly in a precise fashion in order to maintain a constant voltage output. This must be achieved regardless of variations on input or load. LTCs have been a weak link in many networks, since they deteriorate over time due to mechanical problems or contact wear from repeated operations. Erosion of NETA WORLD the contacts over time is expected due to the nature of their function. Coking of the contacts causes overheating which can cause thermal runaway. There are three main types of LTCs: reactive with arcing contacts in oil, resistive with arcing contacts in oil, and arcing contacts in a vacuum bottle. The resistive LTC mechanism is a European design. It has been determined that the difference between resistive and reactive types is important, as the shorter time of arc extinction of the resistive type (five to six milliseconds after contact separation) should lower the concentrations of gases generated (see Griffin). The vacuum-type models break under vacuum and so the arcing gases should not be present at all or in very small quantities. Doble has developed guidelines for testing of LTCs which are model-specific on the basis of empirical evidence of gassing behavior and problems detected. (See Asche.) Lau et al determined that on-line filters can change the relative composition and quantities of gases generated. The on-line filters are used by many utilities to remove carbon and other particles from the oil, hence lengthening maintenance intervals as coking is reduced. The LTC diagnostics are then used to determine a condition code providing a relative ranking that can be used for condition-based maintenance. A similar system used for OCBs is described later in this article. Diagnostic Methods for OCBs OCBs, consisting of moving and stationary contacts and ancillary components involved in making and breaking the circuit, can wear out, losing the ability to perform their intended function. This could happen because of misalignment, poor contact surfaces, wear, improper timing of contact movement, and a thermal runaway condition as well as other factors. Dielectric failure may occur from excessive localized moisture and/or excessive amounts of conductive particles. In addition, even stationary components such as the arc-chute materials can breakdown which results in inadequate arc quenching and carbon buildup. How a Condition Assessment is Determined In order to provide a condition assessment for OCBs and LTCs, a numeric ranking is determined through the use of the four separate sections of the analytical data: DGA, oil quality, particle count, and metals. The rankings from the four groups are summed or otherwise manipulated to provide a numeric ranking. The ranking system is further reduced to a “Condition Code” from which specific maintenance functions are recommended. This ranking system is shown in Table 1. TABLE 1 Condition Codes and Maintenance Assessment Condition Code 1 Assessment 2 INVESTIGATE now to determine problem 3 Monitor — Resample in 3 months or 1 month depending on loading Monitor — Resample in 12-15 months (the resampling interval for LTCs would be less) Of No Concern — Resample in 3 years (the resampling interval for LTCs would be less) 4 5 Remove from service now — Remedial action needed A Condition Code 1 indicates an OCB or LTC in the worst possible condition. A Condition Code 5 would indicate an apparatus in good condition. A large emphasis is placed on the ethylene to acetylene ratios above certain levels, since it clearly distinguishes the severity of the overheating. In general, the gassing results and ratios are given more weight than the oil quality, particle count, or metal results, as it most often detects the problems in the earlier stages, detects a wide range of problems, and is the most reliable indicator. Conclusions In economic terms, condition-based maintenance of LTCs and OCBs makes practical sense. It focuses resources on intervention to prevent LTC and OCB failures and can save a substantial amount of money not only in terms of replacement and installation costs but also in terms of lost revenue. The cost of the program is much less than continuing to service LTCs and OCBs on a prescribed maintenance schedule, which is currently being further extended in most utilities and industrial sites. This type of diagnostic approach using analytical data from insulating-oil test results Summer 2004 3 helps to identify quickly apparatus in poor condition and then focuses attention in a more timely fashion. It facilitates ranking of apparatus as to condition so that a priority hierarchy can be established. This permits maintenance activities to be more thoughtfully developed and managed, thus saving time, money, and unplanned outages due to failure. References Asche, R. G., “Dissolved Gas Analysis of Load Tap Changers, Subcommittee Project Report,” Proceedings of the 2002 Annual International Conference of Doble Clients, Transformer Test and Maintenance, 2002, Sec. 13E. Griffin, Paul J., “Field Testing — Laboratory Diagnostics, Acquiring Information on Transformer Health,” The Life of A Transformer Seminar, Doble Engineering Company, Clearwater, Florida, USA, February 16-20, 2003. Lau, M., Horn, W., Schellhase, H., Dominelli, N., and Ward, B., “Successful Application of Filtration System on On-Load Tap-Changers,” Proceedings of the 2002 Annual International Conference of Doble Clients, Transformer Test and Maintenance, 2002, Sec. 13C. 4 Peelo, D., “Tutorial T3: Circuit Breaker Basics,” presented at the Sixty-Ninth Annual International Conference of Doble clients, 2002. Roylance, Brian J. and Hunt, Trevor M., Wear Debris Analysis, 1999. Lance Lewand received his Bachelor of Science degree from St. Mary’s College of Maryland in 1980. He has been employed by the Doble Engineering Company since 1992 and is currently the Laboratory Manager for the Doble Materials Laboratory and Product Manager for the DOMINO. product line. Prior to his present position at Doble, he was Manager of the Transformer Fluid Test Laboratory and PCB and Oil Services at MET Electrical Testing in Baltimore, MD. Mr. Lewand is a member of ASTM Committee D 27. Paul J. Griffin received his BS degree at the American International College and his MS at the University of Rhode Island. He has been employed by the Doble Engineering Company for the past 24 years and is currently Vice President of Laboratory Services. He is secretary of the Doble Oil Committee; a member of ASTM committee D 27, subcommittee chair of Analytical Tests, section chair of Gases in Oil; US Technical Advisor to IEC TC10 for Fluids for Electrotechanical Applications; member of the IEEE Insulating Fluid subcommittee of the Transformer committee, and a member of the CIGRE Working Group 15.01 Fluid Impregnated Insulating Systems. NETA WORLD