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review-of-condition-assessment-of-power-transformers-in-service

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F
E
A
T
U
R
E
A
R
T
I
C
L
E
Review of Condi
Re
diti
tioon Ass
sseess
ssm
men
entt
of Power Transformers in Service
Key Words: Transformer insulation, condition assessment, failure statistics, oil testing, dissolved gas
analysis, partial discharge (PD), power factor, dielectric spectroscopy, recovery voltage,
winding movement detection
T
ransformers are required throughout modern interconnected power systems. The size of these
transformers ranges from as low as a few kV
kVA
A to
overr a few hun
ove
hundre
dred
d MV
MVA,
A, wit
with
h rep
replac
lacemen
ementt cos
costs
ts ran
rangin
ging
g
from a few hundred dollars to millions of dollars. Power
M. Wang and A.J. Vandermaar
transformers are usually very reliable, with a 20-35 year
design life. In practice, the life of a transformer can be as
long as 60 years with appro
appropria
priate
te maint
maintenance
enance.. However, the in-service failure of a transformer is potentially
dangerous to utility personnel through explosions and
fire,
fir
e, pot
potent
ential
ially
ly dam
damagi
aging
ng to the env
enviro
ironme
nment
nt thr
throug
ough
h oil
leakage, is costly to repair or replace, and may result in
signif
sig
nifica
icant
nt los
losss of rev
revenu
enue.
e. In a lar
large
ge pub
public
lic pow
power
er uti
utilit
lityy,
the number of transformers in the subtransmission and
transmission network (excluding the lower-voltage distribution network) can be from a few hundred to over
one thousand (69 kV to 500 kV).
As transfor
transformers
mers age,
age, their
their internal
internal condit
condition
ion degrade
degrades,
s,
which increases the risk of failure. Failures are usually trig-
The University of British Columbia
Vancouver,, Canada
Vancouver
Cana da
ger
gered
by sever
severeeshort-circuits,
conditio
cond
itions,
ns, such
as lig
lightni
htning
ng stri
strikes,
kes,
switchswit
chinged
transients,
short-cir
cuits,
or other
incidents.
When
the
transformer is new, it has sufficient electrical and mechanical strength to withstand unusual system conditions. As
transformers
transfor
mers age, their insulati
insulation
on strength can degrade to
the point that they cannot withstand system events such as
short-circuit
short-ci
rcuit faults or transient overvoltages.
overvoltages.
To pre
preven
ventt the
these
se fa
fail
ilure
uress an
and
d to ma
maint
intai
ain
n tra
transf
nsform
ormers
ersin
in
good operating condition is a very important issue for
utilities.
utilitie
s. Traditio
raditionally
nally,, routine preventati
preventative
ve maintena
maintenance
nce
programs combined with regular testing were used. With
deregula
dere
gulation
tion,, it has beco
become
me inc
increas
reasingl
inglyy nece
necessar
ssaryy to redu
reduce
ce
maintenance
maintena
nce costs and equipment inventori
inventories.
es. This has led
to reductions in routine maintenance. The need to reduce
costs
co
sts has
hasal
also
so res
result
ulted
ed in re
reduc
ductio
tions
ns in spa
spare
re tra
transf
nsfor
ormer
merca
ca--
The cha
change
nge to cond
conditi
ition-b
on-based
asedmain
maintena
tenance
nce has resul
resulted
ted
in the re
reduc
ductio
tion,
n, or eve
even
n eli
elimi
minat
nation
ion,, of rou
routi
tine
ne ti
timeme-bas
based
ed
maint
ma
intena
enance
nce.. Ins
Instea
tead
d of doi
doing
ng ma
main
inten
tenan
ance
ce at a reg
regula
ularr interval, maintenance
maintenance is only carried out if the condition of
the equipment requires it. Hence, there is an increasing
need for better nonintrusive diagnostic and monitoring
tools
too
ls to as
asses
sesss the int
intern
ernal
al con
condit
dition
ion of the tra
transf
nsform
ormers
ers.. If
ther
th
eree is a pr
prob
oble
lem,
m, th
thee tr
tran
ansf
sfor
orme
merr ca
can
n th
then
en be re
repa
pair
ired
ed or
replaced before it fails.
Many
Ma
ny tes
testin
ting
g an
and
d mon
monito
itori
ring
ng tec
techni
hnique
quess hav
havee bee
been
n use
used
d
by uti
utili
litie
ties.
s. Thi
Thiss ar
artic
ticle
le rev
revie
iews
ws the exi
existi
sting
ng mon
monito
itori
ring
ng an
and
d
diagnosticc methods and future trends.
diagnosti
pacity
paci
ty an
and
d inc
increa
reases
sesin
in ave
averag
ragee loa
loadi
ding
ng.. The
There
re is al
also
so a tr
trend
end
in the
theind
indust
ustry
ry to mov
movee fr
from
om tra
tradi
ditio
tionaltimenaltime-bas
based
ed mai
mainte
nte-nance programs to condition-based maintenance. These
Transformer failure can occur as a result of different
causes and conditions. Generally, transformer failures
can be defined as follows [1]-[2]:
12
Powertech Labs Inc.
Powertech
Surrey, B.C., Canada
K.D. Srivastava
There is an increasing need for better
nonintrusive diagnostic and monitoring
tools to assess the internal condition of
transformers.
changes occur at a time when the average age of the transformers
form
ers in service
service is increas
increasing
ing and approa
approachi
ching
ng the end of
nominal design life.
Power Transformer Failures and Problems
0883-7554/02/$17.00©2002IEEE
IEEE Electrical Insulation Magazine
Tablee I. Typ
Tabl
Typical
ical Cau
Causes
ses of Tran
Transfor
sformer
mer Fail
Failure
uress
Internal
External
Insulation deterioration
Lightning strikes
Loss of
of wi
winding cl
clamping
System sw
switching op
operations
Overheating
System overload
Oxygen
System faults (short circuit)
Moisture
Solid cont
contamin
aminati
ation
on in the insu
insulat
lating
ing oil
Partialdischarge
Partial
discharge
Design
gn & manu
manufact
facture
ure defec
defects
ts
Windingresonance
Winding
resonance
any fo
any
forc
rced
edou
outa
tage
gedu
duee to
totr
tran
ansf
sfor
orme
merr da
dama
mage
gein
inser
servi
vice
ce
(e.g., winding damage, tap-changer failure)
troub
tro
uble
le th
that
at re
requ
quir
ires
es re
remo
mova
vall of th
thee tr
tran
ansf
sfor
orme
merr fo
forr re
re-turnn to a rep
tur
repair
airfac
facili
ility
ty,, or whi
which
ch req
requi
uires
resext
extens
ensive
ivefie
field
ld
repair
rep
air(e.
(e.g.,
g.,ex
exces
cessiv
sivee gas
gaspro
produc
ductio
tion,
n,hig
highh moi
moistu
sture
relev
lev-els).
Transformer failures can be broadly categorized as elec

trical,
mechanical,
or thermal.
a failure
can
be internal
or external.
Table I The
Table
lists cause
typicalofcauses
of failures. In addition to failures in the main tank, failures can
also occur in the bushings, in the tap changers, or in the
transformer accessories.
The failure pattern of transformers follows a “bathtub”curve,asshowninFig.1.Thefirstpartofthecurveis
failure due to infant mortality; the second part of the
curve is the constant failure rate; and the last part of the
curve is failure due to old age.
In addition to normal aging, a transformer may develop a fault that results in faster-than-normal aging, resulting in a higher probability of failure.
Power transformers have proven to be reliable in normal
operation
with investment
a global failure
rate of 1 capacity
– 2 percent
per year.
The large
in generating
after the Second World
World War
War that continued into the early
1970s has resulted in a transformer population that, in
theory,, is fast approaching the end of life [3]. The end of
theory
life
li
fe of a tr
tran
ansf
sfor
orme
merr is ty
typi
pica
call
llyy de
defi
fined
ned as the lo
loss
ss of me
me-chanical strength of the solid insulation in the windings.
These power transformers are at the last stage of the
“bathtu
“ba
thtub”
b” cur
curve.
ve. The
Theyy are exp
expect
ected
ed to hav
havee an inc
increa
reasin
singg
failure rate in the next few years.
A survey [4] reports that the main
main causes (51 percent
of transformer failures in a five-year period) were due to
the following problems:
moisture, contamination and aging which caused the
damagetothetransformerbushingscausedbylossofdielectric strength of the internal insulation.
An American utility reported four single-phase EHV
autotr
aut
otrans
ansfor
former
mer fai
failur
lures
es due to tra
transf
nsform
ormer
er win
windin
dingg res
res-onance [5]. All of the failures involved the breakdown of
the no-load tap changers immediately after the transmission system was energized. The utility also experienced
three 25/765 kV, 500 MVA generator step-up transformer failures and two 765 kV, 80 MVA reserve auxiliaryy tra
iar
transf
nsform
ormer
er fai
failur
lures;
es;allof
allof the
thefai
failu
lures
reswer
weree die
dielec
lectri
tricc
in nature [6].
Another survey done by a CIGRÉ working group on
failures in large power transformers [1] found that about
41 percent of failures were due to on-load tap changers
(OLTC)
(OL
TC) and about 19 percent were due to the windings.
The failure origins were 53 percent mechanical and 31
percent dielectric. On transformers without on-load tap
changers, 26.6 percent of failures were due to the windings, 6.4 percent were due to the magnetic circuit, 33.3
percent were due to terminals, 17.4 percent were due to
thee ta
th
tank
nk an
andd di
diel
elec
ectr
tricflu
icfluid
id,, 11 pe
perc
rcen
entt we
were
re du
duee to ot
othe
herr
accessories, and 4.6 percent were due to the tap changer.
changer.

Figure
2 shows the with
percentage
distribution for
power transformers
on-loadfailure
tap changers.
Another report presents transformer failure data in
South Africa [7]. This failure analysis was based on 188
Typical Transformer Failure Pattern
s
re
lui
a
F
f
o
r
e
b
m
u
N


transformer’s
strength
damage
dam
age to theinternal
windin
win
dinggdielectric
or decompr
decompressi
ession
ontoofdecrease,
the win
the
windding under short circuit forces, or
November/December 2002 — Vol. 18, No. 6
Years in Service
Figu re 1. Bat htu b fai lur e cur ve.
13
power transformers in the voltage range of 88 kV to 765
kV with ratings from 20 to 800 MVA. The failure modes
are shown in Fig. 3.
Failure statistics for large transformers that had been
inservicebetween15and25yearsareshowninFig.4[4].
The above surveys and research results indicate that
load tap changers, windings, insulation aging, and contamination are the key sources of transformer failures.
Another paper [8] indicates that the average number
of fa
fail
ilur
ures
es ov
over
er a fo
four
ur-y
-yea
earr per
perio
iod
d (1
(197
975
5 to 19
1979
79)) wa
wass 2.
2.6
6
failures per year per 100 transformers.
Thee co
Th
cost
st an
and
d ti
time
me to re
repa
pair
ir an
and
d re
repl
plac
acee a po
powe
werr tr
tran
anssformer
for
mer is ver
veryy subs
substan
tantia
tial.
l. The rep
repair
air and replac
replaceme
ement
nt of
a 345/138 kV transformer normally requires about 12 15 months. If a spare is available,
available, the time needed for replacementofafailedunitisintherangeof8-12weeks.
Transformer Life Management
Transformer life management has gained an increasing ac
ing
acce
cept
ptan
ance
ce in th
thee pa
past
st 10 - 15 ye
year
ars,
s, du
duee to ec
econ
onom
omic
ic
and technical reasons. The fundamental objective is to
Core
Terminal
Accessories
On Load Tap
Changers
Tank/Fluid
Windings
Fig ure 2. Perc ent age fa
fail
ilure
ure of po wer tr an sf or mer s
(CIGRE survey) [1].
Core
Aging
Others
Short Circuit
Figu re 3. Perce nta ge of fai lur es of pow er tra nsf orm ers
(South Africa) [7].
14




°
Lightning/Switching
Transients
Tap Changer
promote the longest possible service life and to minimize lifetime operating costs. The importance of this issue [9]-[15] has led to a lot of research in this area. In
general, transformer
transformer life is equal to the insulation life,
which
whi
ch dep
depend
endss on mec
mechan
hanic
ical
al str
streng
ength
th and ele
electr
ctrica
icall integrity. Insulation degradation consists of hydrolytic,
oxidative, and thermal degradation. The aging and life
of a tr
tran
ansf
sfor
orme
merr ha
hass be
been
en de
defi
fine
ned
d as th
thee li
life
fe of th
thee pa
pape
perr
insulation [10]. Several aging mechanisms were identified as follows:
applied mechanical forces
thermal aging (chemical reactions)
voltage stresses
contamination.
The transformer is subjected to mechanical forces due
to transportation, electromagnetic forces caused by system sho
short
rt cir
circui
cuits,and
ts,and inr
inrush
ush cur
curren
rent.
t. Vi
Vibra
bratio
tion
n and the
therrmalforcess gen
malforce
genera
erated
ted by dif
differ
ferent
ent ther
thermalexpans
malexpansion
ion rat
rates
es
in different materials cause long-term degradation of the
paper
pap
er.. The even
eventua
tuall die
dielec
lectri
tricc fai
failur
luree may occ
occur
ur whe
when
n the
mechanical forces rupture the insulation. The compressive mechanical forces on the cellulose paper can cause
material flow and cause clamping pressure to reduce.
Thus the aging of paper insulation determines the ultimate life of the transformer, although other factors may
contribute to earlier failure.
Thermal aging of transformer insulating materials is
associated with the chemical reactions occurring within
the mat
materi
erials
als.. The
These
se che
chemic
mical
al rea
reacti
ctions
ons are cau
caused
sed by pyrolysis oxidation and hydrolysis, and are accelerated by
increased levels of temperature and of the oxygen and
moistur
moi
sturee con
content
tents.
s. Ass
Associ
ociate
ated
d wit
with
h the che
chemic
mical
al rea
reacti
ction
on
of the cellul
cellulose
ose paper is a reduction in the mecha
mechanical
nical
properties. The paper insulation becomes brittle to the
point of almost falling apart, but it still retains an acceptable level of dielectric strength.
The temperature of a transformer has a major impact
on the life of the insulation. Continuous on-line monitoring of the transformer oil temperature along with a thermal model of the transformer can give an estimate of the
loss of life of the transformer due to overheating. Current
industr
ind
ustryy stan
standar
dards
ds lim
limit
it max
maximu
imum
m all
allowa
owable
blehot
hot spot
spottem
tem-peratures in transformers to 140 C with conventional
oil/paper insulation.
End of life may be dictated by any one factor or by a
combination of factors. Much attention has been given
to paper
paper ag
aging
ing as a cau
cause
se of transf
transform
ormer
er fai
failur
lure.
e. Whi
While
le it
is un
undo
doub
ubte
tedl
dlyy a fa
fact
ctor
or in re
redu
duci
cing
ng li
life
fe,, it do
does
es no
nott au
auto
to-matically lead to failure; some other influence is normally required, such as mechanical shock. In industry
loading guides (e.g., IEC, ANSI, and IEEE) the principal factor for end of life relates only to the transformer’ss the
former’
therma
rmall fac
factor
tor.. A cla
classi
ssical
cal met
method
hod of
calculating the remaining life
life of a transformer has been
the Arhennius-Dakin formula:
IEEE Electrical Insulation Magazine
Remaining life = AeB//TT
Miscellaneous
where A = initial life; B = constant, depending on the
proper
pro
pertie
tiess of the mat
materi
erial
al stud
studied
ied;; and T = abs
absolu
olute
te tem
tem-perature in K.
A more comprehensive approach is clearly
clearly needed to
evaluate the remaining life of a transformer as a whole.
The other factors affecting the probability of failure are
not as easily quantified as thermal aging. To assess the
overall condition of a transformer reliably,
reliably, several moni°
toring techniques are used and are under investigation.
The most common monitoring/testing methods used for
transformer condition assessment are given in [11],
[16]-[76].
The traditional routine tests are: transformer ratio
measurement, winding resistance, short-circuit impedance and loss, excitation impedance, and loss dissipation
factor
fac
tor and cap
capaci
acitan
tance,as
ce,as wel
welll as app
applie
lied
d and ind
induce
uced
d potentia
ten
tiall test
tests.
s. The
These
se test
testss usua
usually
lly giv
givee inf
inform
ormati
ation
on on fau
faults
lts
in windings, winding conductor and joint problems,
winding deformation, oil moisture and contamination,
and dielectric problems. Special tests include partial discharge
char
ge measur
measurement,
ement, freque
frequency
ncy respon
response
se analy
analysis,
sis, vibra
vibra-tion analy
analysis,
sis, infr
infrared
ared examin
examination
ation,, voltag
voltagee recov
recovery
ery,, and
degree of polymerization. These detect problems such as
local partial discharge, winding looseness and displacement, slack winding and mechanical faults, hot spot on
conn
co
nnec
ecti
tion
on,, mo
mois
istur
turee in pa
pape
perr an
and
d ag
agin
ing
g of pa
pape
perr, as we
well
ll
as insulation degradation.
Oiltests are use
used
d exte
extensi
nsivel
velyy. The
Theyy con
consis
sistt of dis
dissol
solved
ved
gas ana
analys
lysis
is (DG
(DGA)
A) wit
with
h rat
ratio
io ana
analys
lysis,
is, fur
furan
an ana
analys
lysis,
is, water content, resistivity
resistivity,, acidity,
acidity, interfacial tension
t ension (IFT),
and dissipation factor (DF). These detect oil incipient
faults, overheating, aging of paper, dryness of oil-paper,
and aging of oil.
Life assessment of large transformers may be performed for the following reasons [12]:
to monito
monitorr the condition of transf
transformers
ormers and provide
an early warning of faults


to diagnose problems when transformers exhibit signs
of distress or following the operation of protection
equipment
to de
dete
term
rmin
inee wh
wheth
ether
er a tra
transf
nsfor
orme
merr is in a sui
suita
tabl
blee co
conndition to cope with unusual operating conditions
to ob
obta
tain
in re
refe
fere
renc
ncee re
resu
sult
ltss to as
assi
sist
st in th
thee in
inte
terp
rpre
reta
tati
tion
on
of subsequent tests
to ass
assist
istin
inpla
planni
nning
ngthe
therep
replac
lacemen
ementt stra
strateg
tegyy fora pop
popuulation of transformers
to satisfy the requirements for insurance coverage.
Testi
esting
ng and mon
monito
itorin
ring
g met
method
hodss are rev
review
iewed
ed in det
detail
ail in
the next section.
Insulation Aging
Overvoltage
Core
Insulation
Failure
Winding
Deformation
Due to
Short Circuit
Forces
Contamination of
Insulation
Figur e 4. Fail
Failure
ure of tra nsf orm ers 15 to 25 yea rs old [4] .
analysis,
analys
is, suc
such
h as an expe
expert
rt syst
system
em cap
capabl
ablee of pro
provid
viding
ing an
assessment of equipment condition and suggested actions.
There are a variety of tools available to evaluate the
condit
con
dition
ion of tra
transf
nsform
ormers
ers [2
[25],
5], [5
[55],
5], [6
[64]4]-[6
[65],
5],
[77]-[
[77
]-[81]
81].. The
Theyy canbe sepa
separat
rated
ed int
into
o tra
tradit
dition
ional
al dia
diagno
gnosstic met
method
hodss tha
thatt hav
havee seen wid
widesp
esprea
read
d use for man
manyy yea
years
rs
and nontraditional methods that range from methods
that ar
that
aree st
star
arti
ting
ng to be us
used
ed to me
meth
thod
odss th
that
at ar
aree st
stil
illl in th
thee
research stage.
Traditional Diagnostic Methods
OIL TESTING
Testing of the winding insulating
insulating oil is one of the most
common tests used to evaluate the condition of transformtransformerss in se
er
serv
rvic
ice.
e. Th
Ther
erma
mall an
and
d el
elec
ectr
tric
ical
al fa
faul
ults
ts in th
thee oi
oill le
lead
ad to
degradation
degrada
tion of the oil.
Dissolved Gas Analysis
Insulati
Insul
ating
ng oils under abn
abnorma
ormall elec
electric
trical
al or ther
thermal
mal
stress
str
esses
es br
breakdown
eakdown to li
liber
berat
atee sma
small
ll qua
quanti
ntitie
tiess of ga
gases
ses.. The
Monitoring and Diagnostic Methods
composition
ofof
these
gases
is sdependent
upon, itthe
type
of
fault
fa
ult.. By mea
means
ns
disso
di
ssolve
lved
d ga
gas
analy
ana
lysis(DGA)
sis(DGA),
is pos
possib
sible
le
to dist
distingu
inguish
ish faul
faults
ts such as part
partial
ial disc
discharg
hargee (co
(corona
rona),
), over
over-heati
hea
ting,
ng, an
and
d ar
arci
cing
ng in a gr
grea
eatt var
variet
ietyy of oil fi
fill
lled
ed equ
equipm
ipment
ent..
A numb
number
er of samp
samples
les must be take
taken
n over a peri
period
od of time to
discern trends and to determine the severity and progresprogression of incipient faults. The gases in oil tests commonly
evaluate the concentration of hydrogen, methane, acetyacetylene, ethylene, ethane, carbon monoxide, carbon dioxide, nitrogen, and oxygen. The relative ratios and the
amount of gas detected in the sample are used to detect
problems with the insulation structure [82]-[90].
Cellulosic
Cellul
osic Decompo
Decomposition
sition—The ther
thermal
mal deco
decompos
mpositi
ition
on
of oil
oil-im
-impreg
pregnate
nated
d cell
cellulos
ulosee insu
insulati
lation
on prod
produces
uces car
carbon
bon oxides
id
es (CO
(CO,, CO2) an
and
d som
somee hyd
hydrog
rogen
en andmetha
andmethane
ne (H2, CH4)
Generally
Gener
ally speaki
speaking,
ng, the term “moni
“monitoring
toring”” descri
describes
bes a
basicparameter measur
measurement
ement with thresho
threshold
ld alar
alarms.
ms. The
term “dia
“diagnosti
gnostics”
cs” indic
indicates
ates the additi
addition
on of sophis
sophisticat
ticated
ed
due to the oil.
—Minerall transformer oils are mixOil Decompos
Decomposition
ition—Minera
tures
tur
es of man
manyy di
diffe
fferen
rentt hyd
hydroc
rocar
arbon
bon mol
molecu
ecules
les,, an
and
d the de-




November/December 2002 — Vol. 18, No. 6
15
comp
composit
osition
ion proc
processes
essesfor
for thes
thesee hydr
hydrocar
ocarbons
bonsin
in therm
thermal
al or
electrical
electric
al faults are complex. Heating
Heating the oil produces ethylene (C2H4) as the principa
principall gas.
Inform
Inf
ormati
ation
on fro
from
m the ana
analys
lysis
is of gas
gasses
ses dis
dissol
solved
ved in insula
su
lati
ting
ng oi
oill is on
onee of th
thee mo
most
st va
valu
luab
able
le to
tool
olss in ev
eval
alua
uati
ting
ng
the health of a transformer and has become an integral
part of preventive maintenance programs. Data from
DGA can provide:
advanc
adv
anced
ed wa
warni
rning
ng of dev
develo
elopi
ping
ng fau
faults
lts
moni
mo
nito
tori
ring
ng th
thee ra
rate
te of fa
faul
ultt de
deve
velo
lopm
pmen
entt
conf
co
nfir
irm
m th
thee pr
pres
esen
ence
ce of fa
faul
ults
ts
a mea
means
ns for co
conve
nveni
nient
ently
ly sch
schedu
eduli
ling
ng rep
repai
airs
rs
monito
mon
itori
ring
ng of con
condit
ditio
ion
n dur
during
ing ove
overlo
rload.
ad.
DGA
DG
A dat
dataa by it
itsel
selff doe
doess not al
alwa
ways
ys pr
provi
ovide
de suf
suffic
ficie
ient
nt in
in-formation on which to evaluate the integrity of a transformer system. Information about its manufacture and the
history of a transformer in terms of maintenance, loading
prac
pr
actic
tice,
e, pre
previo
vious
us fau
faults
lts,, an
and
d so on ar
aree an in
integ
tegra
rall par
partt of the
information
informa
tion required to make an evaluatio
evaluation.
n.
Gener
Ge
neral
ally
ly,, the
there
re ar
aree thr
three
ee ste
steps
ps in
invol
volved
ved.. The fi
first
rst ste
step
p is
to establish whether or not a fault exists. In-service transformers always
always have some fault gases dissolved in their oil.
Only when these levels exceed some threshold value is a
fault
fau
lt suspe
suspected
cted.. Seve
Several
ral reco
recommen
mmended
ded safevalues have
havebeen
been
ity of the fault is established by comparison of the levels
of gas
gases
es wit
with
h thr
thresh
eshold
old lev
levels
els and the
their
ir rat
ratee of gen
genera
eratio
tion.
n.
At least two consecutive samples are needed to calculate
rates of fault generation.
A list
list of key gases
gases and their relate
related
d faults
faults are shown in
in
Table III. Fo
Forr a deta
detaile
iled
d disc
discussi
ussion,
on, cons
consult
ult IEEE Std.
C57.104C57.
104-1991
1991,, “IEE
“IEEE
E Guid
Guidee for the Inte
Interpre
rpretati
tation
on of
Gases Generated in Oil-Immersed Transformers.”
published.
Somestep
of these
are listed Table
II. of fault. Two
The second
is to determine
the type
Two
methods most commonly used are the key gases and gas
ratios [17]-[18], [21]-[23], [27], [29]-[30], [36], [39],
[45], [56], [58], [60], [76]. The first involves plotting all
the total dissolved combustible gas (TDCG) as a percentage of their total in a histogram. Each fault type will
give a distinctive pattern characterized by a key gas, generally
era
lly the mos
mostt abun
abundan
dant.
t. For exa
exampl
mple,
e, hig
high
h lev
levels
els of hydrog
dr
ogen
en wi
with
th lo
low
w le
leve
vels
ls of oth
other
er ga
gase
sess ar
aree ch
char
arac
acte
teri
rist
stic
ic of
partial discharge. The ratio method requires the calculation
ti
on of ra
rati
tios
os of ga
gase
sess am
amon
ong
g ea
each
ch ot
othe
herr, su
such
ch as me
meth
than
anee
to hydrogen. Three or four such ratios are used for diagnosi
no
sis.
s. Th
Thee mo
most
st wi
wide
dely
ly use
used
d ar
aree Ro
Roge
ger’s
r’s ra
rati
tios
os;; the sev
sever
er--
pounds
are produced
andisdissolved
inthe
thestrength
oil. Theof
presence of these
compounds
related to
the
paper as measured by its degree of polymerization (DP).
Furan and phenol measurement in oil is a convenient,
noninvasive method to assess the condition of the paper
insulation. Transformer oil samples should be analyzed
for furans and phenols when one or more of the
t he following conditions exist:
overh
ove
rheat
eating
ing or ove
overl
rload
oadin
ing
g of the tra
transf
nsform
ormer
er
high
hi
gh le
leve
vels
ls of ca
carb
rbon
on mo
mono
noxi
xide
de or ca
carb
rbon
on di
diox
oxid
idee
rapid
rapi
d decr
decrease
easeof
of inter
interfaci
facial
al tensi
tension
on with
without
out a corr
correspo
espondnding
in
g in
incr
crea
ease
se in ac
acid
id nu
numb
mber
er
sudd
su
dden
en da
dark
rken
enin
ing
g of th
thee oi
oill an
and
d a su
sudd
dden
en in
incr
crea
ease
se of th
thee
mois
mo
istu
ture
re co
cont
nten
entt of th
thee oi
oill

Insulating Oil Quality

The condition of the oil greatly affects the performance
and the service
service life of transformers.
transformers. A combina
combination
tion of elecelectrical, physical,
physical, and chemical tests is performed to measure
the ch
chang
angee in the ele
electr
ctric
ical
al pro
proper
pertie
ties,
s, ext
extent
ent of con
contam
tamina
ina-tion, and the degree of deterioration in the insulati
insulating
ng oil.
The res
result
ultss ar
aree use
used
d to est
establ
ablish
ish pre
preven
venti
tive
ve ma
maint
intena
enanc
ncee
procedure
proc
edures,
s, to avoi
avoid
d costl
costlyy shutdo
shutdowns
wns and premature
equipment failure,
failure, and extend the service life of the equipment. There is a multitude of tests available for insulating
oil. The most commonly used, and their significance, are
list
li
sted
ed in Tab
able
le IV. Thr
Thresh
eshold
old lev
levels
els for the
these
se test
testss are spec
speciified in ASTM D3487 for new oils and IEEE Guide
637-1985 for service oils.
As paper degrades, a number of specific
specific furanic com-







Table
Tab
le II. Rec
Recomm
ommend
end Lim
Limits
its of Diss
Dissolv
olved
ed Gase
Gasess
Gas
Dornenburg/Stritt
IEEE
Bureau of Reclamation
Age
A
ge Compensated
Hydrogen
200
100
500
20n + 50
Methane
50
120
125
20n + 50
Ethane
35
65
75
20n + 50
Ethylene
80
50
175
20n + 50
Acetylene
5
35
7
5n + 10
Carbon Monoxide
500
350
750
25n + 50
500
0
TDCG* (total of above)
Carbon Dioxide
n
720
6000
2500
110n + 71
710
0
10000
100n + 15
1500
00
= yea
years
rs in ser
servic
vicee
*Total
*Tot
al disso
dissolved
lvedcomb
combusti
ustiblegas
ble gas
16
IEEE Electrical Insulation Magazine
transf
tran
sfor
orme
mers
rs ov
over
er 25 ye
year
arss ol
old.
d.
Furan
Fur
an measur
measurement
ement is still a relat
relatively
ively new techni
technique,
que,
and its interpretation is dependent on many operational
and his
histor
torica
icall fac
factor
tors.
s. How
Howeve
everr, the gui
guidel
deline
iness in Tabl
ablee V
provide some assistance.
The degree of polymerization (DP) estimated from
fura
fu
ran
n an
anal
alysi
ysiss re
rela
lates
tes to th
thee av
aver
erag
agee va
valu
lue.
e. Pa
Pape
perr in tr
tran
anssformers
forme
rs usuall
usuallyy does not age unifor
uniformly
mly,, and there will be
areas where degradation is more severe.

POWER FACTOR TESTING
The insulation power factor is the ratio of the resistive
current component to the total leakage current under an
applied voltage. Power factor measurement is an important
ta
nt sou
sourc
rcee of da
data
ta in mon
monit
itor
orin
ing
g tr
tran
ansfo
sform
rmer
er an
and
d bus
bushi
hing
ng
conditions. In general, power factor measurement equipment comes with three basic modes of operation: a)
grounded specimen test (GST); b) GST guard; and c) ungrounded specimen test (UST). The three measurement
modes allow measurement of the current leaking back to
thee tes
th
testt set on ea
each
ch le
lead
ad,, in
indi
divi
vidua
duall
llyy an
and
d tog
togeth
ether
er.. In ge
genneral, a power factor of less than 1 percent is considered
good; 1-2 percent is questionable; and if it exceeds
e xceeds 2 percent, action should be taken. Practically, the evaluation is
not only based on a single power factor data point but is
also based on the history of the change in power factor.
Measurement of a transformer’s capacitance and
pow
po
werfa
erfact
ctorat
orat vo
vollta
tag
ges upto 10kV (a
(att 50or 60 Hz)has
long been used as both a routine test and for diagnosis.
The acceptance value should be less than 0.5 percent.
Reference
Refe
rence [60] categ
categorize
orizess the interw
interwindin
inding
g power facto
factorr
as the following: dry < 0.5 percent; medium < 1.5 percent
ce
nt;; an
and
d we
wett > 1.
1.5
5 pe
perc
rcen
ent.
t. Theeval
Theevalua
uati
tion
on al
also
so ta
takesackesaccount of the transformer’s power factor history.
history. The test
requires an outage and isolation of the transformer. The
tests can be done, respectively
respe ctively,, on high-voltage winding
to ground, high- to low-voltage winding, low-voltage
winding to ground, high- to tertiary-voltage winding,
low- to tertiary-voltage
tertiary-voltage winding, and the tertiary-voltage
winding to ground insulation. It is used to detect problems with the transformer bushings and to evaluate the
condition of the oil/paper insulation structure [17]-[18],
[22], [35], [39], [45], [56]-[57], [60], [91].
WINDING RESISTAN
RESISTANCE
CE
Winding resistance is used to indicate the winding conWindingresistance
ductor and tap changer contact condition. The test requires an ohmmeter capable of accurately measuring
resi
re
sista
stanc
ncee in th
thee ra
rang
ngee of 20 Ω do
down
wn to fr
frac
acti
tion
onss of an Ω.
Winding
Windi
ng resistance varies with oil temperature. During
the test, the temperature should be recorded. For future
comparison
compa
risons,
s, the resistance
resistance should be conver
converted
ted to a reference temperature. Measurement of transformer winding resistance requires an outage and isolation of the
transf
tra
nsform
ormer
er.. Vari
ariati
ations
ons of mor
moree tha
than
n 5 per
percen
centt may ind
indiicate a damaged conductor in a winding [22].
Table
Tab
le III
III.. Key Gase
Gasess Gene
Generat
rated
ed by Part
Particul
icular
ar Fau
Fault
lt
Key Gas
Characteristic Fault
H2
Partiall Discharge
Partia
C2H6
Thermal
Ther
mal Fau
Faultlt <30
<300
0 ºC
C2H4
Thermal
Ther
mal fault 300
300ºCºC-<70
<700
0 ºC
C2H2, C2H4
Therm
Th
ermal
al Fa
Faul
ultt > 70
700
0 ºC
C2H2, H2
Dischar
Dis
charge
ge of Ener
Energy
gy
Tablee IV. Insu
Tabl
Insulati
lating
ng Oil Test
Testss
Type of Test
ASTM Method
Significance/Effects
Dielectric Br
Breakdown
D877, D1
D1816
Moisture, pa
particles, ce
cellulose fifibers/lower di
dielectric
strength
Neutralization Nu
Number
D644, D9
D974
Acidic pr
products fr
from oi
oil ox
oxidation/ sl
sludge, co
corrosion
Interfacial Te
Tension (I(IFT)
D971
Presence of
of po
polar co
contaminants, ac
acids, so
solvents, va
varnish
Color
D1500
Darkening indicates contamination or deterioration
Water Co
Content
D1533
Excessive pa
paper de
decomposition/lower di
dielectric st
strength
Power Fa
Factor
D924 (1
(100, 25
25 C)
C)
Dissolved me
metals, pe
peroxides, ac
acids, sa
salts/overheating
Oxidation In
Inhibitor (D
(DBPC*)
D2668, D1
D1473
Low le
levels re
results in
in ac
accelerated oi
oil ag
aging
Metals in Oil
Indicative of pump wear, arcing or sparking with metal
*DBPC—Dibutyl
*DBPC—
DibutylParacreso
Paracresoll
November/December 2002 — Vol. 18, No. 6
17
Table
Tab
le V. Gu
Guide
idelin
lines
es for Deg
Degrad
radatio
ation
n
2-Furaldehyde (ppm)
Degree of Polymerization
Extent of Degradation
0 – 0.1
800 – 1200
Insignificant
0.1 – 0.5
700 – 550
Significant
1.0 – 2.0
500 – 450
Cause for concern
>10
<300
End of life
WINDING RATIO
RATIO
There are two commo
commonly
nly used PD detection methods:
turns
test
isduseful
to op
determine
whThe
wheth
ether
erwinding
or no
nott the
there
re ar
areeratio
anyy sh
an
shor
orte
ted
turns
tur
ns or
open
en wi
wind
nd-ing cir
circui
cuits.
ts. The mea
measur
sured
ed rat
ratio
io shou
should
ld be wit
within
hin 0.5 per
per-cent of the ratio of the rated voltages between the
windin
win
dings,
gs, as not
noted
ed on the tra
transf
nsform
ormer
er nam
namepl
eplate
ate.. All tap
posi
po
siti
tion
onss an
and
d al
alll ph
phas
ases
es sh
shoul
ould
d be me
meas
asur
ured.The
ed.The te
test
st ca
can
n
be performed at a very low voltage.
detection of the acoustic signals and measurement of the
elec
el
ectr
tric
ical
al si
sign
gnal
alss pr
prod
oduc
uced
ed by the PD [2
[27]
7].. PD ca
can
n al
also
so be
detected indirectly, using chemical techniques such as
measur
mea
suring
ing the deg
degrad
radati
ation
on pro
produc
ducts
ts pro
produc
duced
ed by the PD.
The acceptable PD limits for new transformers are dependent on the voltage and size of the
t he transformers and
range from < 100 to < 500 pC.
PD pul
pulses
ses gen
genera
erate
te mec
mechan
hanica
icall str
stress
ess wav
waves
es tha
thatt pro
proppagate
aga
te thr
throug
ough
h the surrou
surroundi
nding
ng oil (in the
the range
range of 100 to
300 kHz) [35]. To detect these waves, acoustic emission
sensors are mounted either on the transformer tank wall
or inthe oi
oill in
insi
side
de th
thee tr
tran
ansf
sfor
orme
merr ta
tank
nk inthe oi
oil.If
l.If mu
mult
ltiiple sensors are used, the PD can be located based on the
arri
ar
riva
vall ti
time
me of th
thee pu
puls
lses
es at the se
senso
nsors
rs.. The se
sens
nsit
itiv
ivit
ityy of
THERMOGRAPHY
Infrared emission testing is used to check the external
surface temperature of the transformer on-line. It is use
us eful for det
detecti
ecting
ng the
therma
rmall pro
proble
blems
ms in a tra
transf
nsform
ormer
er,, suc
such
h
as cooling system blockages, locating electrical connection
tio
n pro
proble
blems,
ms, andfor loc
locati
ating
ng hot spo
spots
ts [32
[32],
], [39
[39],
], [42
[42].
].
Infrar
Inf
rared
ed ima
imager
gerss “se
“see”
e” the sur
surfac
facee hea
heatt rad
radiat
iation
ion fro
from
m
objects. It cannot look “inside” the transformer tank.
Black and white thermograms (heat pictures) show hot
area
ar
eass in wh
whit
itee an
and
d co
cold
ld ar
area
eass in bl
blac
ack,
k, un
unle
less
ss st
stat
ated
ed oth
other
er-wise. For color thermograms, white and red areas are
usually hotter, while black and blue areas are colder.
colder.
Infrared thermography provides the heating patterns
forr theloa
fo
theload
d th
that
at wa
wass on theequi
theequipm
pmen
entt at th
thee ti
time
me tha
thatt th
thee
scan
sc
an wa
wass pe
perf
rfor
orme
med.
d. An
Anyy ab
abno
norm
rmal
al co
cond
ndit
itio
ions
ns ca
can
n be lo
lo-cate
ca
ted
d fr
from
om th
thee sc
scan
an.. Th
Thee sev
sever
erit
ityy of ov
over
erhe
heat
atin
ing
g fr
from
om th
thee
scan can be categorized as follows:
Clas
Cl
assi
sifi
fica
cati
tion
on
Tem
empe
pera
ratu
ture
re Ex
Exce
cess
ss*
*
Attention:
0 - 9°C
Intermediate:
10 - 20 °C
Serious:
Critical:
21 - 49 °C
>50 °C
*Temperature
*Tempera
ture excess is defin
defined
ed as the diff
difference
erence in
temperature between a reference point on the transformer at normal temperature and a higher temperature
point.
Nontraditional Transformer
Transformer
Monitoring Techniques
Techniques
Theree ha
Ther
hass be
been
en a gr
grea
eatt de
deal
al of new de
deve
velo
lopm
pmen
entt in te
test
st-ing
in
g an
and
d mon
monito
itorin
ring
g tec
techni
hnique
quess in re
recen
centt yea
years,and
rs,and the
these
se ar
aree
finding increasing
increasing use on transformers.
IN-SERVICE
IN-SERVI
CE PD TESTING
PD in transformers degrades the properties of the insulating materials and can lead to eventual failures [23].
18
the test is dependent on the location of the PD, since the
sign
si
gnal
al is at
atten
tenua
uated
ted by th
thee oi
oill an
and
d wi
wind
ndin
ing
g st
stru
ruct
ctur
ure.
e. Th
This
is
means that the deeper inside the winding the PD is
located, the greater the attenuation. Piezoelectric sensors
and
an
d fi
fiber
beropt
optic
ic sen
sensor
sorss ca
can
n mea
measur
suree the
thePD.Rece
PD.Recent
nt res
resea
earch
rch
shows
sho
ws tha
thatt opt
optic
ical
al sen
sensor
sorss ha
have
ve a pot
potent
entia
iall sen
sensit
sitivi
ivity
ty muc
much
h
higher than normal external tank-mounted piezoelectric
sensor
sen
sorss fo
forr PD det
detect
ectio
ion
n [93
[93].
]. Fi
Fiberoptic
beropticsen
sensor
sorss al
also
so cou
could
ld
potentially
potential
ly be placed inside the winding
winding..
PD causes highhigh-freque
frequency
ncy lowlow-ampli
amplitude
tude distur
disturbance
bancess
on th
thee ap
appl
plie
ied
d vo
volt
ltag
agee an
and
d cu
curr
rren
entt wa
wavef
vefor
orms
ms th
that
at ca
can
n be
detected electrically. Electrical PD signals can be measured at a number of different locations, including bushing tap current or voltage and neutral current [17]-[18],
[23]-[24], [26]-[27
[23]-[24],
[26]-[27],
], [35]-[3
[35]-[36],
6], [39], [45], [50]-[5
[50]-[51],
1],
[55], [62], [68], [70], [73], [76]. Techniques
Techniques using detection of ultra-high-frequency signals (typically 1–2 GHz)
havee beendevelo
hav
beendeveloped
ped to dete
detect
ct PD in gas
gas-in
-insul
sulate
ated
d subs
substatations. The method has been applied to transformers and
shows some promise [44], [61].
Acoustic methods of PD detection are limited by signal
attenuation, and electrical measurements are limited by
electromagnet
electro
magnetic
ic interfe
interference
rence problem
problems.
s. Equipme
Equipment
nt is
commercially
commerc
ially available
available to continu
continuously
ously monitor and
evalua
eva
luate
te int
intern
ernal
al PD onon-lin
linee usi
using
ng bot
both
h aco
acousti
usticc and ele
elecctrical methods.
Investigations are also proceeding on improving
acousti
aco
usticc det
detect
ection
ion of PD, as wel
welll as fur
furthe
therr wor
work
k on
on ele
elecctrical dete
trical
detecti
ction
on for in ser
servic
vicee mon
monito
itorin
ring
g [94
[94].
]. The goa
goall is
to be able to detect and ideal
ideally
ly locate PD levels with a
minimum sensitivity of at least 100 pC.
IEEE Electrical Insulation Magazine
RECOVERY VOLTAGE MEASUREMENT
The recovery voltage measurement (RVM) [95]-[98]
method
meth
od is us
used
ed to de
dete
tect
ct th
thee co
cond
ndit
itio
ions
ns of oi
oill-pa
pape
perr in
insu
su-lation and the water content of the insulation. The RVM
relies on the principle of the interfacial polarization of
composite dielectric materials; that is, the buildup of
space
spa
ce cha
charge
rgess at the int
interf
erface
acess of oil
oil-pa
-paper
per ins
insula
ulatio
tion
n due
to impurities and moisture. A dc voltage is applied to the
insulation for a time. The electrodes are then short-circuit
cu
ited
ed fo
forr a sho
short
rt pe
peri
riod
od of ti
time
me,, af
afte
terr wh
whic
ich
h th
thee sh
shor
ortt ci
cirrcuit is re
cuit
remo
move
ved
d to ex
exam
amin
inee th
thee ra
rate
te of th
thee vo
volt
ltag
agee bu
buil
ildup
dup
or the polarization profile. The time constant associated
with
wit
h thi
thiss peak recover
recoveryy vol
voltag
tagee giv
gives
es an indicat
indication
ion of the
state
sta
te of the ins
insula
ulatio
tion.
n. The mai
main
n par
parame
ameter
terss der
derive
ived
d fro
from
m
the polarization spectrum are the maximum value of the
recovery voltage, the time to peak value, and the initial
rate of rise of the recovery voltage.
The test results give an indication of the state of the
oil/paper insulation structure of the transformer. It requires a transformer outage to carry out the test [18],
[23],
[23
], [40
[40],
], [45
[45],
], [60
[60],
], [66
[66]-[
]-[67]
67],, [99
[99].
]. Thi
Thiss met
method
hod is ver
veryy
controversial as to its suitability for direct measurement
of the moisture content in oil, due to the strong dependence of the results on the geometry,
geometry, and construction of
the insulation system of a transformer. Figures 5 and 6
show
sh
ow typ
typic
ical
al RVM cu
curv
rves
es fo
forr ol
old
d tr
tran
ansf
sfor
orme
mers
rs th
that
at ar
aree in
good and poor condition.
The drawbacks of this test are that a long outage may
be requi
required
red and the
the unrel
unreliabi
iability
lity in the inte
interpre
rpretatio
tation
n of
the results.
rentscan be mo
rentscan
moni
nitor
tored
ed to obt
obtai
ain
n a si
sign
gnat
atur
uree ev
ever
eryy ti
time
me th
thee
tap changer moves. Changes in this signature are used to
detect problems in the tap changer. Bearing monitors are
used
use
d to
todet
detectbeari
ectbearing
ng wea
wearr on
ontra
transf
nsform
ormer
eroilpumps
oilpumps[26
[26].
].
INTERNAL TEMPERATURE MEASUREMENT
The tra
tradit
dition
ional
al met
method
hod to mea
measur
suree the tem
temper
peratu
ature
re of
a trans
transforme
formerr windi
winding
ng is to measur
measuree the transformer’s
transformer’s
top
to
p an
and
d bo
bott
ttom
om oi
oill tem
tempe
pera
ratu
ture
re an
and
d es
esti
tima
mate
te th
thee ho
hott sp
spot
ot
temperature. New fiber optic equipment has been developed that is able to monitor the temperature two different ways. One is a distributed temperature measurement
along the entir
entiree lengt
length
h of the windi
winding
ng by a fiber optic cable. The temperature of the complete winding could be
monitored if a fiber optic cable can be laid along the
transformer winding during construction of the transformer. There are drawbacks of this method, however.
High cost and high mechanical stresses on the fiber
(squeezing and buckling) are a major concern. The fiber
optic needs to be handled with extreme care. It would
have to be installed during transformer construction
[23], [100]. The application of the fiber optic sensor so
far has bee
been
n mai
mainly
nly for lab
labora
orator
toryy res
resear
earch
ch and pri
princi
ncipal
pal
design studies. The technology used in the fiber optic
temperature sensors is capable of measuring the full
range of temperatures encountered on transformers.
1000
)
100
WINDING INSULAT
INSULATING
ING OIL TESTING/MON
TESTING/MONITORING
ITORING
V
(
e
In add
additi
ition
on to the win
windin
ding
g ins
insula
ulatin
ting
g oil test
testss rou
routin
tinely
ely
carried out, as already described, there are other oil tests
that can provide information on the condition of the
transformer.. These include particle count, metals in the
transformer
oil, furan
furananal
analysis,
ysis, anil
aniline
ine point,corrosive sulfur
sulfur,, and oxi
oxi-dation stability.
Equipment to continuously monitor oil condition in
service
is increasingly
beingsystems
installed
on transformers.
The most
widely installed
measure
hydrogen
content, although systems that measure moisture and
other gases are also available.
available. The hydrogen and composition sensors use semiconductor or fuel cell technology;
and more complex sensors, which make use of infrared
technology and gas chromatography, can detect several
or all of these gases.
g
tal
o
V
10
1
0.01
100
1000
10,000
1000
100
V
November/December 2002 — Vol. 18, No. 6
10
Figu re 5. Typica
Typicall RVM cur ve for a trans forme r i n g ood condit
condition.
ion.
(
TAP CHANGER/MOTOR MONITORING
detect pro
detect
proble
blems,
ms, suc
such
h as con
contac
tactt ove
overh
rheat
eating
ing,, whi
while
le ac
acous
oustic
tic
analys
ana
lysis
is of the swi
switch
tching
ing ope
operat
ration
ioncan
can det
detect
ect fau
faults
lts in the selector
lect
or and diverter
diverter switches [99]. Tap
Tap changer motor cur-
1
Charge Time (Seconds)
)
The use of oil testing has been extended to the testing
of the tap changer oil. The oil tests are used as an indicator of contact deterioration [19], [27], [35], [39], [42],
[50]-[51], [55], [59], [62], [63]-[64], [100].
Monito
Mon
itori
ring
ng of the
thetap
tapcha
change
ngerr tem
temper
peratu
ature
re can
canbe
be use
used
d to
0. 1
e
g
tal
o
V
10
1
0.01
0.1
1
10
100
1000
Charge Time (Seconds)
Figu re 6. Typica
Typicall RVM cur ve for a trans forme r i n poor
p oor condit
condition.
ion.
19
The other type of system uses fiber optics for point
temperature measurement. Since the sensors and associated cables are insulated, they can be installed directly at
the tra
transf
nsform
ormer
er hot spo
spots.
ts. The bes
bestt tim
timee to in
insta
stall
ll the
these
se sen
sen-sorsis
sors
is duri
during
ng tran
transfor
sformer
mer cons
construc
truction
tionat
at the loc
locatio
ations
ns indi
indi-cated by thermal modeling of the transformer; however,
theyy ca
the
can
n be ret
retrof
rofit
itted
ted to an exi
existi
sting
ng tra
transf
nsfor
ormer
mer,, but thi
thiss is
difficult
difficu
lt to do.
Temperature systems are being installed in on-load tap
changers. Monitoring the temperature and temperature
trends has been found to be a useful indicator of degradadegradationof
tion
of tap chan
changer
gercont
contacts
acts[23]
[23],, [27]
[27],, [35]
[35],, [49]
[49]-[51
-[51],
], [53]
[53]..
ON-LINE POWER FACTOR MEASUREMENT
Systems to measure bushing power factor on-line are
now available. Manufacturers have made available two
systems for monitoring the condition of bushings, based
on detecting changes in their capacitance and power factor. Both systems use sensors on the bushing capacitance
tapss to mea
tap
measur
suree the bush
bushingleaka
ingleakage
ge cur
curren
rents.
ts. One syst
system
em
uses an electric field sensor to measure the bus voltage
phase angle, and calculates the capacitance and dissipation factor from the measured data. The other technique
sumss the bus
sum
bushin
hing
g cur
curren
rents
ts fro
from
m the thr
three
ee pha
phases
ses andplots
them on a polar plot. Any shift in the resultant currents
indicates a change in capacitance or dissipation factor of
one of the bushings. These measurements can give sufficient warning of an impending bushing failure to allow
replacement of the bushing before a catastrophic failure
occurs.
POWER FACTOR VS. FREQUENCY MEASUREMENT
(DIELECTRIC SPECTROSCOPY)
The measurement of power factor over a broad range
of frequencies from a low of 1 mHz to 1 kHz or higher
has been used to evaluate the insulation condition [17],
[40], [48], [57]. Interference can be easily detected as an
irregulari
irreg
ularity;
ty; the transf
transformer
ormer insulation
insulation usuall
usuallyy has a
smooth power factor
factor-frequ
-frequency
ency chara
characterist
cteristic.
ic. Po
Power
wer
−30
−40
)f
)
(
V/
f)(
−50
I
)
(
B
−60
d(
e
d
tui
−70
n
g
Reference Transformer
Transformer Under Test
a
M
−80
−90
0.5
1
1.5
Frequency (Hz)
Figu re 7. FRA tes t resu lts comp ari son .
20
2
2..5
2
3
x 106
factor-frequency characteristics allow for a more complete diagnosis of the examined insulation. At the lower
frequency range, pressboard dielectric loss is the main
factor
fac
tor;; at med
medium
ium fre
frequen
quency
cy ran
range,the
ge,the oilconduc
oilconductiv
tivity
ity is
the dominant contributor; and at the higher frequency
range, the pressboard and the oil volume determine the
dielectric
diele
ctric loss. Different aging mechanisms
mechanisms can be detected
tec
ted andidenti
andidentifie
fied
d at the
their
ir res
respec
pectiv
tivee fre
frequen
quency
cy ran
ranges
ges..
WINDING MOVEMENT
MOVEMENT DETECTION
DETECTION
A very serious problem
problem that is particularly
particularly difficult
difficult to
detect is movement or distortion of the transformer
winding. Forces
Forces on the winding during short circuits on
the transformer can cause winding distortion. The other
source
sou
rce of win
windin
ding
g mov
moveme
ement
nt is red
reduct
uction
ion or los
losss of win
windding clamping. This can result in a transformer fault that
will cause damage to the transformer and may result in
explosive failure of the transformer. Traditionally, the
only way to evaluate the winding condition of a large
power transformer is to drain the oil from the transformer and carry out an internal inspection.
Some research work has focused on using the transformer vibration signal to detect winding looseness and
on deve
develop
lopingthe
ingthe ana
analys
lysis
is tec
techni
hnique
quess for int
interp
erpret
retingthe
ingthe
vibrat
vib
ration
ion dat
dataa [10
[101]1]-[10
[104].
4]. The meth
method
od is bas
based
ed on loo
lookkingfor cha
change
ngess in the tra
transf
nsform
ormer’s
er’s vib
vibrat
rationsigna
ionsignatur
turee to
dete
de
tect
ct mo
movem
vemen
entt in thewind
thewindin
ing.
g. Th
This
is me
meth
thod
od is no
nott us
used
ed
as widely as frequency response analysis tests for detectdet ecting winding movement.
In the frequency response analysis test (FRA), the
transformer is isolated from the system and the impedance or admittance of the transformer is measured as a
function of frequency (typically to at least 2 MHz). This
gives a “fingerprint” of the transformer. The test is repeated over time and the “fingerprints” from two or
more tests are compared.
There are two different test methods commonly used
to ca
carr
rryy ou
outt th
thee FR
FRA
A tes
test:
t: th
thee sw
swep
eptt fr
frequ
equen
ency
cy te
test
st an
and
d th
thee
pul
pulse
se tes
test.
t. The
swept
swe
pt fre
frequen
cy meth
method
od app
applie
liess a var
variab
le
frequency
voltage
or quency
a white
noise
voltage
toiable
the
high-voltage winding and records the response in another
oth
er win
windin
ding
g or ter
termin
minal.
al. Thi
Thiss tec
techni
hnique
que is mor
moree wid
widely
ely
used in Europe than in North America. A similar techniquemorecomm
ni
quemorecommon
only
ly use
used
d in No
Nort
rth
h Am
Amer
eric
icaa is th
thee pu
puls
lsee
FRA test. With this technique a pulse signal
s ignal is applied to
the hig
high-v
h-volt
oltage
age win
windin
ding,
g, and the res
respon
ponse
se is rec
record
orded
ed in
another winding or terminal. Research indicates that the
pulse method is more sensitive to detect small winding
moveme
mov
ement
nt and win
windin
ding
g cla
clampi
mping
ng loo
loosen
seness
ess [10
[105].
5]. Fig
Figure
ure
7 sh
show
owss an FR
FRA
A te
test
st re
resu
sult
ltss co
comp
mpar
aris
ison
on fo
forr a tr
tran
ansf
sfor
orme
merr
with
wi
th so
some
me mo
movem
vemen
entt co
comp
mpar
ared
ed to a tr
tran
ansf
sfor
orme
merr in go
good
od
condition. In general, the greater the difference between
the two “signatures,” the greater movement in the transformer. The test requires experienced personnel to compare the two signatures and evaluate the severity of the
movement.
IEEE Electrical Insulation Magazine
conven
ventio
tional
nal FR
FRA
A tes
testt req
requir
uires
es a tra
transf
nsform
ormer
er out
out-The con
age to ca
age
carr
rryy ou
outt th
thee tes
test.
t. Wor
ork
k ha
hass be
been
en ca
carr
rrie
ied
d ou
outt in Eu
Eu-rope and North America to use the transient voltages
generated
gener
ated durin
during
g switching
switching opera
operations
tions as the driving
driving signal to mea
measur
suree the tra
transf
nsform
ormer
er adm
admitt
ittanc
ancee [75
[75],
], [10
[106].
6]. If
the on-line FRA test could be developed, it could reduce
or el
elim
imin
inat
atee theneedfor ou
outa
tage
gess to ca
carr
rryy outan FR
FRA
A tes
test.
t.
The FR
FRA
A tes
testt has bee
been
n use
used
d ext
extensi
ensivel
velyy. The dra
drawba
wbacks
cks of
the test are that it requires an outage, an initial reference
testt wit
tes
with
h the tra
transf
nsform
ormer
er in goo
good
d con
condit
dition
ion,, gre
great
at con
consis
sis-tenc
te
ncyy in th
thee te
test
st se
setu
tup
p fr
from
om on
onee te
test
st to th
thee ne
next
xt,, an
and
d it re
re-quires experienced personnel to interpret the data.
Despite
Despi
te these drawbacks this has been found to be the
most effective test in detecting winding movement.
Another technique used to detect
det ect winding
w inding displacedis placement is the frequency response of stray losses (FRSL).
This
Th
is te
test
st is do
done
ne ov
over
er a ra
rang
ngee of fr
freq
eque
uenc
ncie
iess fr
from
om 20 Hz
to over 600 Hz [17]-[19], [21], [23], [25], [27], [34],
[38], [45], [49], [52], [54], [56], [58], [72], [76], [107].
The FRSL test has not been extensively used or studied.
It is th
thou
ough
ghtt no
nott to be as se
sens
nsit
itiv
ivee to wi
wind
ndin
ing
g mo
move
veme
ment
nt
as the FRA test due to its lower measurement frequency
frequ ency
range.
testing at reduced voltages. The use of other tests (both
offof
f-li
line
ne an
and
d on
on-l
-lin
ine)
e) is in
incr
crea
easi
sing
ng bu
butt is li
limi
mite
ted
d by a nu
nummber of factors.
Cost:
Co
st:Th
Thee hi
high
gh co
cost
st of te
testi
sting
ng an
and
d mo
moni
nito
tori
ring
ng ca
can
n ma
make
ke
it diff
difficu
icult
lt to
to justif
justifyy the test
tests.
s. The purc
purchas
hasee pri
price
ce of the
the
equi
eq
uipm
pmen
entt is on
only
ly on
onee co
cost
st fa
fact
ctor
or li
limi
miti
ting
ng the
their
ir use
use.. Th
Thee
costt of iso
cos
isolat
lating
ingthe
the tra
transf
nsform
ormer
er and
andper
perfor
formin
ming
g the
thetest
test
canbe
can
be subs
substan
tantia
tiall for
foroff
off-li
-line
ne test
tests.
s. The
Thelon
long
g out
outage
agetim
timee
requir
req
uired
ed by test
tests,
s, such as the rec
recove
overy
ry vol
voltag
tagee meth
method,
od,
can make them difficult to carry out. The installation
cost
co
stss fo
forr onon-li
line
ne mon
monit
itor
orin
ing
g equ
equip
ipme
ment
nt ca
can
n be a ma
major
jor
cost factor.
Dataa int
Dat
interp
erpret
retati
ation:
on: The
Theint
interp
erpret
retati
ation
on of test
testss oft
often
en requires experienced expert personnel. Incorrect interpret
pr
etat
atio
ion
n of th
thee da
data
ta ca
can
n le
lead
ad to fa
fals
lsee co
conc
nclu
lusi
sion
onss ab
abou
outt
the transformer condition.
Reliability: The degradation of a transformer occurs
overr seve
ove
several
ralyea
years.
rs. Sens
Sensors
orsand
andele
electr
ctroni
onicc equi
equipme
pment
nt instal
st
alle
led
d on
onthetran
thetransf
sfor
ormer
merss mus
mustt be
beab
able
leto
tope
perf
rfor
orm
m ove
overr
many years with minimal maintenance.
Compatibility: The compatibility of the many on-line
monitoring systems now available is a major concern.
Typically systems from one supplier are completely incompatible with those of other suppliers.
Diagnostic Software and Expert Systems
Use of non
nontra
tradit
dition
ional
al dia
diagno
gnosti
sticc and mon
monito
itorin
ring
g tec
techhniques is expected to increase on the aging transformer
population. The cost of the equipment will fall and reliabilit
abi
lityy wil
willl inc
increa
rease
se wit
with
h inc
increa
reased
sed usa
usage.
ge. The int
interp
erpret
retaation and understanding of the test data obtained from
tests such as FRA, RVM, and vibration testing will improve. In particular, standard analysis techniques are being developed that will enable field personnel to more
easily use the test results and will reduce the need for interpretation by experts. Multiple test software that combines the results of different tests and gives an overall
assessment of condition is expected to find increasing
use. The use of continuous on-line monitoring of transformers is increasing. The cost of the equipment is decreasing and the sensors are improving. This makes it
easierr to justify the installation
easie
installation of sophisticated
sophisticated monitormonitoring sys
systems
tems on tra
transf
nsform
ormers
ers.. Sta
Standa
ndardi
rdizat
zation
ion wil
willl mak
makee it
easier
eas
ier to int
integr
egrate
ate sys
system
temss and dat
dataa fro
from
m dif
differ
ferent
ent sup
suppli
pli-ers. The use of wireless technologies within the substation for communication between the transformer and
control room will make it easier to install monitoring
equipment.
The ultimate goal of transformer monitoring
monitoring and diagnosti
nos
ticc tec
techni
hnique
quess is to hav
havee a set
setof
of dev
devic
ices/
es/sys
system
temss to mon
moniitor and ant
antici
icipat
patee the tra
transf
nsform
ormer
er fai
failur
lure,
e, so tha
thatt
appropriate action can be taken before forced outage occurs. The organizational
organizational culture of a power utility signifi
signifi-cantly impacts on the operational practices in the use of
condition-based maintenance.
Diagnosti
Diagno
sticc sof
softwa
tware,
re, whi
which
ch giv
gives
es mor
moree def
defini
inite
te ind
indica
ica-tions of transformer problems than conventional analysis, is under investigation by many researchers and
util
ut
ilit
itie
iess [6
[63]
3],, [7
[71]
1],, [7
[76]
6].. Th
Thee us
usee of so
soft
ftwa
ware
re ca
can
n im
impr
prov
ovee
the rel
reliab
iabili
ility
ty and rep
repeat
eatabi
abilit
lityy of the ana
analys
lysis
is of test dat
data.
a.
It ca
can
n al
also
so be us
used
ed to ext
extra
ract
ct in
info
form
rmat
atio
ion
n tha
thatt is no
nott av
avai
aillable from the data directly.
A great deal of research has been done on software to
interpret transformer oil test data such as gas, moisture
content, and dielectric strength and correlating the data
with the transformer insulation condition. Expert systems
te
ms ha
have
ve be
been
en dev
devel
elop
oped
ed th
that
at gi
give
ve an al
alar
arm
m si
sign
gnalto
alto sy
sysstem operators. Some systems have been developed to
detect PD signals in transformers [94]. Equipment using
us ing
acoustic emission sensors and specialized software has
been
be
en su
succ
cces
essf
sful
ul in de
detec
tecti
ting
ng PD an
and
d lo
loca
cati
ting
ng th
thee or
orig
igin
in of
the dis
discha
charge
rge.. The sen
sensor
sorss are mou
mounted
nted exte
externa
rnally
lly on the
transformer tank wall and three-dimensional location
techni
tec
hniquesare
quesare app
applie
lied
d to loc
locate
ate the sour
source
ce of the det
detect
ected
ed
signals.
The present advancement in artificial intelligence (AI)
mode
mo
deli
ling
ng tec
techn
hniq
iques
ues ha
hass en
enab
able
led
d po
power
wer en
engi
gine
neer
erss an
and
d re
re-sear
se
arch
chers
ers to de
devel
velop
op po
powe
werf
rful
ul an
and
d ver
versa
sati
tile
le AI sof
softw
twar
aree to
diag
di
agno
nose
se tr
tran
ansfo
sform
rmer
er fa
fault
ults.
s. Th
Thee use of exp
expert
ert sys
system
temss of
of-ferss the pote
fer
potenti
ntial
al of reducing
reducing the man
manpow
power
er and financia
financiall
overhead
over
head requ
require
ired
d by util
utiliti
ities
es to asse
assess
ss tra
transfo
nsforme
rmerr con
condidition; however, this potential has not yet been realized.
Discussion and Concluding Remarks
The most widely used tests to diagnose the condition
of tra
transf
nsform
ormers
ers are sti
still
ll oil test
testss and off
off-li
-line
ne pow
power
er fac
factor
tor
November/December 2002 — Vol. 18, No. 6




received
ived the B.Sc
B.Sc.. deg
degree
ree in elec
electric
trical
al engi
engineer
neering
ing
M. Wang rece
from
fr
om Xi
Xian
an Ji
Jiaot
aotong
ong Uni
Univer
versit
sityy, Xi
Xian
an,, Chi
China
na and the
21
M.A.Sc. degree in electrical engineering
from the University of British Columbia,
Vanc
ancou
ouver
ver,, Ca
Canad
nada,
a, in 198
19822 an
andd 199
1991,
1, re
re-spectively. From 1982 to 1988, she was
withthe
with
the Wuha
uhann Hig
Highh Volta
oltage
ge Re
Resear
search
ch Institute as a research engineer.
engineer. In 1991, she
joined Powertech Labs Inc. as a senior research engineer. Her research interests are
in tran
transfor
sformer
mer cond
conditio
itionn moni
monitori
toring,
ng, tran
transfor
sformer
mer frequency response analysis, and high-voltage engineering.
She is an active IEEE member and is a registered professional engineer in the province of British Columbia.
John Vande
Vanderma
rmaar
ar re
rece
ceiv
ived
ed hi
hiss B.
B.Sc
Sc.. in En
En--
gineeri
ginee
ring
ng fr
from
om the Uni
Univer
versi
sity
ty of Ma
Manit
nitob
obaa
in 1975. From 1975 to 1980 he was with
the Operations and the Engineeri
Engineering
ng Divisions of BC Hydro. In 1980 he joined the
Resear
Re
search
ch and
andDeve
Developm
lopment
ent Divi
Division
sionof
of BC
Hydro (now Powertech Labs Inc.). He has
been responsible for many research projects
jec
ts in the
thear
areas
easof
of hig
highh-vol
volta
tage
ge ins
insul
ulati
ation,
on,eq
equi
uipme
pment
nt con
con-ditio
di
tionn mon
monito
itori
ring,
ng, an
andd equ
equipm
ipment
ent lilife
fe as
asses
sessme
sment.
nt.
Current
Cur
rently
ly,, he is the Mana
Manager
ger of the
the Hig
Highh Volta
Voltage
ge Gro
Group
up at
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TC
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K.D. Sriv
Srivasta
astava
va (M’67-SM-81-F’85-LF’00)
received the B.E. (Honors) degree in electrical engineering from the University of
Roor
oorkee
kee,, Ro
Roork
orkee,
ee,Ind
India
ia and
andthe
thePh.
Ph.D.
D. degree
gr
ee fr
from
om the Uni
Univer
versit
sityy of Gl
Glasg
asgow
ow,, Gl
Glas
as-gow, U.K. in 1952 and 1956, respectively.
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wass a Res
esea
earc
rchh En
Engi
gine
neer
er at A. Rey
eyro
roll
llee
and Co., Newcastle, U.K. from 1957 to
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Roorkee
Roor
kee and the University of Jodhpur as a Senior Faculty
Member
Mem
ber.. Fr
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om 1961 to 1966, he wor
worked
ked at Brush Electric
Electric
Co., Loughborough, U.K., as a Senior Research Engineer,
and then at the Ru
Ruther
therfor
fordd Hig
Highh Ener
Energy
gy Labo
Laborato
ratory
ry,,
Harwell, U.K. as a Principal Scientific Officer. In 1966, he
emigrated
emigrat
ed to Canada and was appointed Professor of electrical engineering at the University of Waterloo, Waterloo,
ON,, Ca
ON
Cana
nada
da,, an
andd fr
from
om 19
1972
72 to 19
1978
78,, he wa
wass Ch
Chai
airm
rman
an of
the Department. In 1983, he was appointed Professor and
Head of the Department of Electrical Engineering at the
Universi
Uni
versity
ty of Bri
British
tishCol
Columbi
umbiaa (UBC
(UBC),
),V
Vanco
ancouver
uver,, BC,
BC,Can
Can-ada,, and from
ada
from 1986
1986 to 1994,
1994, he was Vice
Vice Pre
Preside
sident
nt of StuStudent and Academic Services at the same University. His
researc
rese
archh inte
interest
restss are
arein
in gas
gaseous
eousinsu
insulati
lation
on and
andhig
high-vo
h-voltag
ltagee
engineering.
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