IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 21, NO. 3, JULY 2006 1273 Onsite MOSA Condition Assessment—A New Approach Chandana Karawita, Student Member, IEEE, and M. R. Raghuveer, Senior Member, IEEE Abstract—A new method to assess the condition of metal-oxide surge arresters is presented. The fundamental component of the resistive current is used as an indicator. This current is obtained by exploiting the linear relationship, which exists between the peak value of the fundamental component of the resistive current and the phase shift between the fundamental components of the capacitive current and the total arrester current. This relationship is independent of temperature for a given type of arrester. Results are presented to demonstrate the accuracy and the reliability of the new technique. Index Terms—Diagnostic indicator, metal-oxide surge arrester (MOSA), resistive current. indicator, is estimated by modeling MOSA as a nonlinear resistor in parallel with a capacitor. A. Modified Compensation Technique If the measured waveform of the applied voltage is available, a compensation technique can be used to derive the resistive current. This method was originally proposed in [3] and modified in [6] and [7] to take voltage harmonics into account. Although this is the most desirable method to check the condition of MOSA, it is not suitable for onsite applications since knowledge of the applied voltage is required. B. Probe-Based Method I. INTRODUCTION M ETAL-OXIDE surge arresters (MOSAs) have been employed in power systems for the protection of electrical equipment since the early 1980s. Their function is to absorb the energy associated with overvoltages and limit their magnitude to a safe and acceptable value across connected electrical equipment. With the passage of time in service, MOSAs exhibit aging due to the cumulative effect of discharging impulse currents, moisture ingress, internal partial discharges, and uneven heating [1]. The aging manifests itself as an increased component of the resistive arrester current [2], [3], accompanying increased power loss and decreased energy absorption capability which, in turn, may lead to thermal runaway [4]. Despite the above factors, it is known that metal-oxide surge arresters have been functioning well. However, as their end of life approaches, experience has shown that it is desirable to periodically conduct diagnostic tests. Over the years, although several diagnostic methods [5] based on the measurement of radio interference (RI), partial discharges (PDs), and emitted electromagnetic radiation (EMR) have been suggested, those based on the measurement of arrester current have offered the most promise. Some of the arrester current-based methods are discussed in Section II and a new technique, which has onsite applicability and better accuracy is discussed in Section III. II. ARRESTER CURRENT-BASED DIAGNOSTIC METHODS In these techniques, arrester current is measured and the resistive current component, which can be used as a diagnostic Manuscript received February 9, 2005; revised May 12, 2005. This work was supported in part by Manitoba Hydro and in part by the Natural Sciences and Research Council of Canada (NSERC), Canada. Paper no. TPWRD-00073-2005. The authors are with the Department of Electrical and Computer Engineering, University of Manitoba, Winnipeg, MB R3T 5V6, Canada. Digital Object Identifier 10.1109/TPWRD.2005.860264 A popular onsite diagnostic procedure involves determination of the third harmonic content of the arrester current. This method gained popularity because it does not involve measurement of the voltage. Recognizing that the third harmonic component so determined also contains a capacitive component arising due to the presence of voltage harmonics, researchers developed a probe-based method [8] to account for the latter component. A field probe is placed at the bottom of the arrester and the induced current in the probe is also measured. The resistive third harmonic current is derived from the total current, the probe current, and the electric field pattern around the arrester. This method, however, is not free of error as has been demonstrated in [6] and [7]. There is an inherent error associated with this method due to the fact that the magnitude and phase angle of harmonic voltages influence the third harmonic component of the resistive current. Operator error is also present which arises because of probe placement. Moreover, the use of an approximated field factor introduces additional error. C. Resistive Current Waveshape-Based Method Perhaps the best diagnostic method is one that relies on the examination of the resistive volt-ampere characteristic. However, in an online situation, one can obtain the resistive component only at the operating voltage. In [9], a method is suggested to obtain the resistive current from the measured total arrester current without resorting to measurement of the voltage. If the capacitive fundamental component is subtracted from the arrester current, the remaining current representing the resistive current component is obtained [9]. According to [9], the phase shift between the fundamental capacitive component and the remaining current component is constant for a given arrester and does not change due to its degradation. The authors of [9] exploit this fact to derive the resistive current. A virtual sinusoidal signal is generated to represent the fundamental capacitive current and it is phase-shifted until the 0885-8977/$20.00 © 2006 IEEE 1274 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 21, NO. 3, JULY 2006 phase-shift criterion are satisfied. This current is subtracted from the total arrester current to find the remaining current. The peak value of the remaining current is used as the diagnostic indicator. In this method, only the fundamental component of the capacitive current is subtracted and, therefore, harmonic capacitive currents are embedded in the remaining current. In [9], it is claimed that the phase-shift criterion are insensitive to the influence of harmonic capacitive currents. However, these harmonic capacitive currents may affect the peak value of the remaining current (Section III-D). III. NEW TECHNIQUE This section describes a new approach to assess the condition of MOSA onsite. Only the arrester current is measured and the fundamental component of the resistive current is determined without knowledge of the applied voltage. Basic concepts of the compensation technique and a practical relationship, which is mentioned in Section III-A, are used to eliminate the voltage measurement in the process. In accordance with the modified compensation technique Fig. 1. Waveshapes of total, capacitive, and resistive currents of an unaged set of valve elements at its MCOV. (1) and (2) where , , and are total arrester current, resistive current, and capacitive current, respectively. Equations (1) and (2) can be simplified to obtain the peak value of the fundamental component of the resistive current and the peak value of the fundamental component of the capacitive current as given in (3) and (4), respectively (3) (4) , , and are the peak In (3) and (4), values of the fundamental components of total arrester current, resistive current, and capacitive current, respectively. The angle is the phase shift between the fundamental components of the total arrester current and the capacitive current. and through the angle Equation (3) relates , which is not known. The only known quantities are measured arrester current and, hence, the derived . The following illustrates the suggested procedure to find from the recorded waveform of the total arrester current. A. - Characteristics of MOSA It was found experimentally that a unique relationship exists between the peak value of the fundamental component of the resistive current and the phase shift between the fundamental component of the capacitive current and the fundamental com- Fig. 2. MCOV. I versus characteristics in the range of 0.8–1.2 p.u. of ponent of the total arrester current. In this section, the dependence of the relationship on MOSA condition and temperature is discussed. Three sets of valve elements were available and were classified as unaged, aged, and very aged depending on their characteristics. From these characteristics, the peak resistive currents at MCOV were found to be , , and A for unaged, aged, and very aged valve elements, respectively. The aging was accomplished by passage of impulse currents. The valve elements were tested under different applied voltages in the range of 0.8–1.2 p.u. of MCOV. The total, capacitive, and resistive currents of the unaged sample are shown in Fig. 1. The characteristics were obtained by applying the compensation technique. From the results shown in Fig. 2, it is found that the characteristics are the same for all three samples and, therefore, the relationship is independent of the MOSA condition. KARAWITA AND RAGHUVEER: ONSITE MOSA CONDITION ASSESSMENT—A NEW APPROACH Fig. 3. I versus characteristics at 23 C, 50 C, and 100 C. Fig. 5. scale). 1275 Method of solving (3) and (5). (Schematic diagram; axes are not to B. Suggested New Diagnostic Procedure Fig. 4. I versus MCOV of 36.5 kV. characteristics for two station-type arresters of The valve elements were also tested at three different temperatures: 23 C, 50 C, and 100 C. The test results (Fig. 3) show that the change in the characteristics due to temperature change is negligible in the temperature range of 23 C–100 C. The characteristics were also derived for complete arrester units of MCOV 36.5 kV. Results obtained by using two similar arresters are compared in Fig. 4. This verifies that the characteristics are unique for a particular arrester type. Since this relationship involves fundamental components, voltage harmonics do not affect the characteristics. Therefore, the relationship is unique for a particular arrester type and it can be assumed as linear within the operating voltage range. A least-square linear curve fitting technique was used and the root mean square (rms) error of the fit was around 3 A. A general form is given in (5). A and B can be determined by testing an arrester in a laboratory at few different voltages (5) 1) Total arrester current is recorded and the fundamental component is determined. 2) Fundamental component of the resistive current is determined iteratively as follows. • For a particular voltage and measurement, (3) yields the versus characteristics which are identified by curve “A” in Fig. 5. It should be noted that the sinusoidally varying curve “A” is not a current waveform. Rather, it represents a characteristic relation and only one point on this curve is of interest. This point represents the operating point which is found by simultaneous solution of (3) (curve A) and (5) (line B). The peak value of the fundamental component of the resistive current is, therefore, in Fig. 5, at the intersection of curve A and line B. • The method of successive substitution is used to arrive the operating point from an initial approximation of the value of when ( from (5)). For this value of , a new is found from (3). The iterative proconverges cedure is repeated; the solution for to the operating point. The successive iterations are interpreted graphically in Fig. 5. • The same procedure is repeated for few measurements and the average values are used for better accuracy. 3) The fundamental component of the resistive current can be used as an indicator and the feasibility has been discussed in Section III-C. C. Diagnostic Indicator As mentioned in the introduction, the resistive current component of the arrester current reflects the condition of MOSA. In this method, the peak value of the fundamental component of the resistive current is used as an indicator. Table I shows the increase in the fundamental component of the resistive current for aged and very aged valve elements as a percentage of the corresponding values obtained with unaged valve elements at three 1276 IEEE TRANSACTIONS ON POWER DELIVERY, VOL. 21, NO. 3, JULY 2006 TABLE I COMPARISON OF PEAK VALUES OF I OBTAINED USING A NEW TECHNIQUE TABLE II COMPARISON OF POWER LOSS Fig. 7. Fig. 6. Variation of I Variation of I with voltage for Set 2. with voltage for Set 1. selected values of applied voltage. Table II shows similar results for the associated power loss. A comparison shows that the peak value of the fundamental component of the resistive current is well correlated with the power loss which, in turn, reflects the condition of the valve element. D. Results and Discussion Tests were carried out on the following sets of test objects at room temperature as well as higher temperatures. Set 1) Unaged and aged samples of valve elements of 3 in. in diameter and 1.75 in. in height; two in series with 10-kV MCOV. Set 2) Two new 36.5-kV MCOV station-type arresters. Set 3) One new 15.3-kV MCOV polymeric distribution-type arrester. For Set 1, characteristics were derived by using the test results of the unaged sample. The same characteristics were used to implement the new technique for the aged sample as well. Both samples were tested under voltages in the range 0.8 to 1.0 p.u. of MCOV. Results derived using the new technique are presented in Fig. 6. The fundamental component of the resistive current derived by the new technique increases more than 30% at the operating voltage while the arrester ages. The new technique was also applied to the test results of complete arrester units of Set 2. characteristics were Fig. 8. Resistive current and fundamental component of resistive current for Set 3 under different harmonic conditions. (a) Case I. (b) Case II. obtained by using test results of one of the arresters. Results of the new technique, which are illustrated in Fig. 7, are almost the same for both of the arresters. This confirms that the defined characteristics are unique to a particular arrester type. Set 3 was tested under different harmonic conditions of the applied voltage. Fig. 8 shows the resistive current, which is obtained by subtracting only the fundamental component of the KARAWITA AND RAGHUVEER: ONSITE MOSA CONDITION ASSESSMENT—A NEW APPROACH 1277 By substituting (3) in (6) TABLE III COMPARISON OF RESULTS (7) from its actual value is very In this method, deviation of is less small. It is found that the maximum deviation of than 0.4 . Therefore, from (7), the maximum percentage error, , is less than 8.38%. which may occur in capacitive current from the total arrester current, and the fundamental component of the resistive current obtained for Set 3 under two different harmonic conditions of the applied voltage. Total harmonic distortion (THD) of the voltage in Fig. 8(a) is 1.15% and in Fig. 8(b),it is 0.67%. Although there is considerable difference in the peak values of the resistive currents, the fundamental components derived by the new technique are almost the same and there is no effect of voltage harmonics on the new technique. Finally, in Table III, the results obtained for all three sets at their MCOV are compared with the results obtained by the use of the compensation technique. Results obtained by the application of the new technique agree very well with those obtained by use of the compensation technique. Since only the fundamental component of the total current is measured, measuring errors due to noise are negligible and, therefore, the reliability is also high. IV. CONCLUSION The fundamental component of the resistive current can be used as a diagnostic indicator of aging of MOSA. In order to determine this component, a unique relationship between the peak value of the fundamental component of the resistive current and the phase shift between the fundamental component of the total current and the fundamental component of the capacitive current is derived. This characteristic, which is central to the suggested diagnostic procedure, is independent of the condition of MOSA as well as its temperature up to 100 C. Although it is possible that the temperature of the valve elements of an arrester can exceed 100 C immediately after energy absorbtion, the suggested diagnostic procedure is applicable under normal conditions. An iterative technique is used to obtain the results, which compare well with the results obtained by use of the compensation technique (Benchmark method). The suggested method yields more reliable and accurate results. Since this method involves only the fundamental components, the results are insensitive to voltage harmonics. If the arrester current is measured with a suitably designed current monitor, the suggested method has onsite applicability. ACKNOWLEDGMENT The authors want to acknowledge D. Hamelin’s assistance in carrying out the laboratory experiments. REFERENCES [1] M. Bartkowiak, M. G. Comber, and G. D. Mahan, “Failure modes and energy absorbtion capability of ZnO varistors,” IEEE Trans. Power Del., vol. 14, no. 1, pp. 152–162, Jan. 1999. [2] H. Breder and T. Collin, “Supervision of gapless zinc-oxide surge arresters,” in Inst. Elect. Eng. Conf. Lightning Power Syst., Jun. 1984, pp. 91–95. [3] S. Shirakawa et al., “Maintenance of surge arrester by portable leakage current detector,” IEEE Trans. Power Del., vol. 3, no. 3, pp. 998–1003, Jul. 1988. [4] P. Kirby, C. C. Erven, and O. Nigol, “Long term stability and energy discharge capacity of metal oxide valve elements,” IEEE Trans. Power Del., vol. 3, no. 4, pp. 1656–1665, Oct. 1988. [5] H. R. Philipp and L. M. Levinson, “Low-temperature electrical studies on metal-oxide varistors—A clue to conduction mechanisms,” J. Appl. Phys., vol. 48, no. 4, pp. 1621–1627, Apr. 1977. [6] H. Zhu, “Investigation of on-site diagnostic testing technique for metal oxide surge arresters,” M.Sc. thesis, Dept. Elect. Comput. Eng., Univ. Manitoba, Winnipeg, MB, Canada, 2000. [7] H. Zhu and M. R. Raghuveer, “Influence of representation model and voltage harmonics on metal oxide surge arresters,” IEEE Trans. Power Del., vol. 16, no. 4, pp. 599–603, Oct. 2001. [8] J. Lundquist, L. Stenstrom, A. Schei, and B. Hanson, “New method for measurement of the resistive leakage currents of metal-oxide surge arresters in service,” IEEE Trans. Power Del., vol. 5, no. 4, pp. 1811–1822, Nov. 1990. [9] C. Heinrich and V. Hinrichsen, “Diagnostics and monitoring of metal oxide surge arresters in high voltage networks—Comparison of existing and newly developed procedures,” IEEE Trans. Power Del., vol. 16, no. 1, pp. 138–143, Jan. 2001. Chandana Karawita (S’04) received the B.Sc. (Eng.) degree from the University of Moratuwa, Moratuwa, Sri Lanka, in 2002, and is currently pursuing the M.Sc. degree at the University of Manitoba, Winnipeg, MB, Canada. His research interests are online diagnostics of power apparatus, power system analysis, and stability. APPENDIX SENSITIVITY ANALYSIS FOR THE SUGGESTED METHOD The change in peak value of the fundamental component of the resistive current for a small change in phase shift between the fundamental component of the capacitive current and the fundamental component of the resistive current is given by (6) M. R. Raghuveer (SM’83) received the B.Sc. (Hons.) degree in mathematics from Delhi University in 1960, the B.Eng. degree from the Indian Institute of Science, Bangalore, India, in 1963, and the Ph.D. degree from the University of Windsor, Windsor, ON, Canada, in 1972. Currently, he is a Professor in the Department of Electrical and Computer Engineering, University of Manitoba, Winnipeg, MB, Canada. He is the author and coauthor of many technical papers and an electrical engineering textbook. His research interests are modeling, high-voltage insulation phenomenon, and diagnostic test techniques.