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SOFTWARE GUIDED SAFE LOADING OF
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SOFTWARE GUIDED SAFE LOADING OF TRANSFORMERS
K. B. M. I. Perera* and J. R. Lucas#
*
#
Factory Manager, Lanka Transformers Limited, Moratuwa, Sri Lanka
Professor in Electrical Engineering, University of Moratuwa, Sri Lanka
SYNOPSIS
Accelerated ageing occurs in transformers when loads exceed nameplate ratings or ambient temperature exceeds
the design value. A software package has been developed by the authors based on IEC 354: Loading guide for oil
immersed power transformers. It identifies the risks involved and indicates how transformers may be loaded in
excess of the nameplate rating (abnormal loading) without adverse effects for specific load curves.
A matrix formulation of top oil temperature allows a near continuous load curve simulation. The relative ageing
rate is calculated using Simpson’s rule. Results of the package agree exactly with the two step approach specified
in the Loading guide for two step load curves. However, it is shown that the two step approximation gives
somewhat inaccurate results for certain practical complex load curves. Thus use of the package could minimise
unexpected future damages to transformers.
Calculations have been done based on practically obtained data to determine the excess voltage regulation
introduced by the abnormal loading and the variation of efficiency of a practical induction motor within this range
of voltages. These show that there is no adverse effect on motor efficiency. In addition other general effects of
voltage regulation on induction motor characteristics were also considered with the guidance of IEEE standard
141:1993. This shows that while there is no significant change in the full load speed and efficiency the starting
and running torque varies as the square of the voltage and can drop to about 81% at a maximum possible voltage
drop of 10%.
1. INTRODUCTION
It is well known that accelerated ageing occurs when a transformer is overloaded and when the ambient
temperature increases above normal. The standard IEC 354: Loading guide for oil immersed power transformers
[1] indicates how transformers may be loaded in excess of the nameplate rating (abnormal loading) for load curves
with a two step approximation. Based on this guide, a software package [2] has already been developed to provide
guidance for daily cyclic loading of ONAN type distribution transformers without on-load tap changing complying
with IEC 76: Power Transformers. This package indicates how transformers, with a maximum rating of 2500 kVA
three phase and high voltage 33 kV, may be loaded in excess of their nameplate rating, within limitations. It can
also be used to select a transformer of optimum capacity for a given loading condition and to check the utilisation
of an existing transformer.
A distribution transformer is usually rated for continuous operation at that value. However, extraordinary events,
such as over-voltages, short-circuits in the system and emergency loading can affect the life of a transformer to a
high degree. It has been identified that the consequences [3,4] of loading a transformer beyond name-plate rating
are (i) the temperatures of windings, insulation, oil etc. increase and can reach unacceptable levels, (ii) the
leakage flux density outside the core increases, causing additional eddy current heating in metallic parts linked by
the flux, (iii) the moisture and gas content in the insulation and in the oil increase with the temperature increase,
and (iv) bushings, tap-changers, cable-end connections and current transformers are exposed to higher stresses.
These increase the risk of premature failure, which may be of an immediate short term nature or may lead to long
term failure due to cumulative deterioration of the transformer over many years.
2. EFFECT OF THERMAL PARAMETERS ON TRANSFORMER LOADING
The IEC 354 - Loading guide for oil immersed power transformers gives the method of selecting a transformer
based on its thermal parameters using Tables and Graphs. The equations given in this standard have been suitably
modified and used in the software method. The main thermal parameters are the temperature rise of the top oil, hot
spot temperature and ageing.
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
1
2.1 Top Oil Temperature Rise
According to the standard, the top oil temperature rise ∆θot, after time interval ‘ t’, is given by equation (1).
∆θot= ∆θoi+ (∆θou−∆θoi)(1−e−t/τo)
(1)
where ∆θoi = Initial top oil temperature rise, τo = Oil time constant and the Ultimate top oil temperature rise
∆θou is given by equation (2).
1 + RK 2
= ∆θ or
1+ R
∆θ ou
x
(2)
where ∆θor = Top oil rise at rated current, K = Load factor during
't' =
,
Load
Transformer capacity
R = Loss ratio, and X = oil exponent
2.2 Hot Spot Temperature
For Oil Natural (ON) cooling, the ultimate hot spot temperature (θh) under any load factor K can be stated as in
equation (3).
θh = θa + ∆θot +∆θtd
where θa is the ambient temperature.
equation (4).
(3)
The temperature difference between hot spot and top oil ∆θtd is given by
∆θtd = Hgr K
y
(4)
where
Hgr = Temperature difference between hot spot and top oil at rated current
and
y
= winding exponent
It is seen that with changes in load both the top oil temperature rise as well as the hot spot temperature changes.
2.3 Thermal ageing
Thermal ageing is the deterioration of the insulation due to thermal processes. For derating purposes, what is
important is the relative rate of thermal ageing. For transformers designed in accordance with IEC 76, it is taken
to be equal to unity for a hot spot temperature of 98°C. This corresponds to operation at an ambient temperature of
20°C and a hot spot temperature rise of 78°C. The relative ageing rate is given by equation (5).
V =
ageing rate at θ h
ageing rate at 98o C
= 2
(θ h −98)/6
(5)
o
IEC354 gives the hot spot to top oil temperature gradient as 23 C, so that
Hot spot rise(78°C) = Hot spot to top oil gradient (23°C) + Top oil temperature rise (55°C)
For a design ambient temperature other than 20°C, the hot spot temperature rise has to be modified accordingly.
For example when the design ambient temperature is 30°C , the allowable hot spot rise is 68°C.
The relative ageing (or relative loss of life ) over a certain period of time is given by equation (6).
L=
where
t2
1
V dt
T t∫1
(6)
L = Loss of Life in per unit days; t1, t2 = period under consideration;
t2- t1 = T = total time interval of application; and V = Relative ageing rate
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
2
2.4 The Manual Two Step Approximation
Tp
Load factor
The IEC guide requires a two step approximation to the
Load Curve with the manual method (Figure 2.1). The
load step K1 is selected as the average value of the offpeak portion of the curve such that
b
a
2
1
3
d 4
K2
area 1 = area 2 + area 3 + area 4
K1
while the load step K2 is selected equal to the peak
load of the curve. The duration of the peak Tp is
calculated such that
c
0
area a + area b = area c + area d
24
Time of day
Figure 2.1- Two-Step Approximation method
When the profile of the load curve changes, such that a two step approximation does not follow the actual shape,
the two step approximation ceases to be accurate. A software method then becomes a necessity as it models all
levels of load steps and thus becomes more accurate .
3. DEVELOPMENT OF THE COMPUTER PROGRAM
Figure 3.1 shows the main flow chart for implementing the equations for determining the top oil temperature rise,
the hot spot temperature and the thermal ageing [equations 1 to 6], suitably modified for repetitive calculations.
In Module A, the optimum value of the transformer capacity required is selected for a given load profile. In
Module B the set of thermal parameters and the optimum load curve multiplier are determined for an already
installed transformer.
Start
Assign constants and limitations
Select
Option
Module A
Module b
Find the thermal parameter
of existing transformers
Select initial transformer capacity
capacity = (max + min)/2
Display
Results
Find the thermal parameter
for selected capacity
increase
capacity
too
high
Within
tolerance
?
Yes
Display
Results
too
low
decrease
capacity
No
Need to be
Optimised
?
Yes
Find Optimum load
curve multiplier
Display
Results
End
End
Figure 3.1 - Flow Chart for thermal parameters
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
3
3.1 Calculation of the Top Oil & Hot Spot Temperatures
In the formulation, any change in the load conditions is treated as a small step change. Therefore for a continually
varying load, a step function has to be applied over small time intervals, throughout the load cycle. A computer
program thus eases the burden of calculating the thermal parameters throughout the load cycle.
To obtain the top oil temperature rise in each time interval of the load cycle, some adjustments have to be made to
the equation (1), taking into consideration the different loads before that particular time interval.
Consider a load cycle with equal time intervals, each of
duration ‘t’ (Figure 3.2). ‘t’ is selected corresponding to
availability of data.
Load Factor
For this the equation (1) can be modified as equation (7).
∆θon = ∆θo(n-1) + (∆θoun − ∆θo(n-1))(1− e−t/τo)
(7)
Rearranging Equation (7)
n-1 n
∆θon= ∆θo(n-1) (e−t/τo ) + ∆θoun(1−e−t/τo)
Time of day
Figure 3.2 Load Curve
where
∆θon = Top oil temp. rise at end of nth interval, ∆θo(n-1) = Top oil temp. rise at end of (n-1)th interval and ∆θoun
th
= Ultimate top oil temp. rise in n interval
Let (1−e−t/τo) = C. This gives
∆θon= (1 – C) ∆θo(n-1) + C ∆θoun
(8)
Equation (8) can be extended to represent the total duration of the load cycle by a series of equations, which will
form the matrix equation (9).
∆θo1
∆θon*
∆θou1
∆θo2
∆θo1
∆θou2
:
=
∆θon
:
(1–C)+C
∆θo(n-1)
:
(9)
∆θoun
* Since the load curve is assumed to be of cyclic nature, for the first time duration, the initial top oil
temperature rise is equal to the final top oil temperature rise.
Rearranging equation (9) gives equation (10).
0
1
−
(C
1)
1
0
(C − 1)
:
:
0
0
(C − 1) ∆θ o1
0 ∆ θo 2
0 ∆ θo 3 = C
: : : :
:
: :
0 − − − (C − 1)
1 ∆θon
0 −−−
0 −−−
1 −−−
0
0
0
∆θou1
∆θ
ou 2
∆θou 3
:
∆θoun
(10)
Equation (10) is solved, to obtain the top oil temperature rise (∆θon) for each time interval, using the standard LU
decomposition method. From the array of ∆θon values, the maximum is selected (∆θomax) and the maximum top oil
temperature (θomax) is calculated as follows:
θomax = θa + ∆θomax
The ultimate hot spot temperature θh is calculated using equation (3)
θh = θa + ∆θon + ∆θtd
The hot spot temperature has to be found for each time interval in the load cycle and stored in an array [θh]. The
mean monthly maximum temperature is used as the ambient temperature for hot spot calculations.
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
4
Top oil temperature rise for each time interval is calculated and is stored in an array [∆θon]. The temperature
difference between hot spot and top oil is calculated by equation (4). Thus the equation (3) becomes modified as
equation (11).
y
[θh] = [θa] + [∆θon] + [Hgr K ]
(11)
With these calculations the maximum value of θh from the time intervals is found and stored as the maximum hot
spot temperature for calculations (θhmax ).
3.2 Calculation of Ageing
Relative loss of life is calculated with reference to equations (5) and (6). To obtain this, the relative ageing rate V
was integrated using the Simpson’s rule.
t2
∫V
dt =
t1
h
{V0 + Vn + 4(Vodd ) + 2(V even )}
3
=
h
{2Vn + 4(Vodd ) + 2(Veven )}
3
since by the characteristics of the curve of V, V0 = Vn
t2
If the number n is taken as even, then
∫V
dt =
t1
Hence, relative ageing L =
h
3T
{∑ 4V
odd
h
{4(Vodd ) + 2(Veven )}
3
+ ∑ 2Veven }
3.3 Load Curve Multiplier
The Load curve multiplier (F) is a factor used to increase or decrease the magnitude of the load profile. To
calculate the thermal parameters for the load profile, this factor is made equal to unity initially. Afterwards it is
varied in order to find the set of thermal parameters, which would yield the most optimum load profile.
If all the parameters are within limits, F is increased by a fine or coarse increment dependant on whether a
previous decrease has been made or not. Similarly, if any of the thermal parameters have exceeded the limitations,
F is decreased by a fine or coarse increment.
3.4 Case Studies
3.4.1
Variation of hot spot temperature with load factor
The variation of the excess temperature rise and hot spot temperature can be determined for standard operating
o
o
conditions (∆θour = 55 C, ∆θtdr = Hgr = 23 C, R = 5, x = 0.8, y = 1.6) of IEC354 using equations (2) and (4) and
addition of the results.
∆θou-∆θour
∆θtd-∆θtdr
θh-θhr
0.5
-24.5
-15.4
-39.9
0.6
-20.5
-12.8
-33.3
0.7
-16.1
-10.0
-26.1
0.8
-11.2
-6.9
-18.1
0.9
-5.8
-3.6
-9.4
1.0
0.0
0.0
0.0
1.1
6.2
3.8
10.0
1.2
12.8
7.8
20.6
1.3
19.7
12.0
31.7
1.4
27
16.4
43.4
1.5
34.7
21.0
55.7
Table 3.1 - Excess in temperature rises and hotspot
temperature with load factor
60
Temp. (deg. celcius)
K
40
20
0
-20
-40
0.5
0.7
0.9
1.1
1.3
1.5
Load factor
Figure 3.3 – Excess in Hotspot temperature with
load factor
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
5
Table 3.1 shows the excess in the Ultimate top oil temp. rise (∆θou-∆θour), the temperature difference between
hot spot and top oil (∆θtd-∆θtdr), and the hot spot temperature (θh-θhr), over rated value with change in load
factor. From the table and the corresponding graph shown in figure 3.3 it is seen that the increase in hot spot
temperature due to increase in load factor beyond 1 p.u. is considerably higher than decrease in hot spot
temperature due to an equal decrease in load factor. This effect is taken into account in the software method and
result in accurate results .
3.4.2 Inaccuracy of the two step approximation
In the two step approximation method, the effect caused by change in load factor is linearised for changes in hot
spot temperature and can thus lead to significant errors as has been observed by the several case studies
performed. This inaccuracy caused by the two step approximation is illustrated by a sample case study presented.
An industrial load with an installed transformer capacity of 175kVA, analysed using demand readings at 15min
intervals, is shown in figure 3.4. The load curve is of a complex shape and difficult to approximate to a two-step
curve. The two step approximation drawn in accordance to the IEC 354 guideline, is superimposed on the diagram.
The results of the load curve analysed using the software package are given in Display 3.1.
300
T/F THERMAL PARAMETERS
***********************************
Top Oil Temperature (celcius) : 87.75
(105)
Load (kVA)
250
200
150
Hotspot Temperature (celcius) : 128.71
100
50
Loss of life (p.u. days)
(140)
: 1.35
(1)
0
0
2
4
6
8 10 12 14 16 18 20 22 24
Time (hrs)
Optimise (Y/N)? :
Figure 3.4 - Daily Load Profile of Industrial Load
Display 3.1 - Thermal parameters of existing transformer
at the Industrial Load
The results with two step approximation gives 0.91 p.u days for ageing against 1.35 p.u. obtained from the
software method.
4. EFFECTS ON PERFORMANCE
Some practising engineers may get the feeling that the loading of a transformer beyond its nameplate rating could
give rise to problems in the distribution network, such as an unacceptable voltage regulation or a marked reduction
in the efficiency of industrial loads such as induction motors. This is discussed in the following sections.
4.1 Voltage Regulation on Transformer
Analysis is made on the change in percentage voltage regulation due to loading above nameplate rating. Two
transformers of 100kVA, 33kV/415V and 400kVA, 11kV/415V were considered with typical data. The standard
equation (12) was used for the calculation of percentage voltage regulation [5] at a current loading of a times the
rated full load current .
R (a) = a(Vr cos θ 2 + Vx sin θ 2 ) +
a2
200
Percentage Voltage Regulation at 0.8 p.f.
(Vx cosθ 2 − Vr sin θ 2)2
7
6
(12)
where
=
=
=
=
Power factor angle
% voltage regulation
% resistance voltage at full load
% leakage reactance voltage at full load
The percentage voltage regulations of both transformers, at a
power factor of 0.8 lagging, are plotted in figure 4.1.
%V
θ2
R(a)
Vr
Vx
5
100kVA, 33kV/415V
4
3
2
400kVA, 11kV/415V
1
0
0
0.5
1
1.5
Load factor
Figure 4.1 – Percentage Voltage Regulation at 0.8 pf
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
6
Calculations show that in the 100kVA and 400kVA transformers the percentage regulation is 6.62% and 4.88%
respectively even at 150% loading.
4.2 Effects on Motor Efficiency
It was observed in section 4.1 that the voltage regulation increases when the load factor increases. The variation
in efficiency in motor loads due to this reduction in terminal voltage is presented in this section using a 55 kW
squirrel cage type induction motor. The efficiency equation (13) used for the calculation is
Efficiency =
1
(13)
losses
1 +
output power
The losses include the stator copper and core losses, rotor copper loss and
rotational losses.
For the determination of these losses, the tests carried out were the no-load test, short circuit test, ohmic resistance
when cold and hot stage and the total loss readings at variable voltage and constant power output. The parameters
for the equivalent circuit (figure 4.2) were found using these data.
PR
r1
j x1
j x´2
Is
rc
j xm
Pst,core
r´2/s
Protational
Vnl
0
375
400 425
Figure 4.2 - Equivalent circuit used for the
Figure 4.3 - Variation of rotational loss with
induction motor
voltage
The rotational loss was found using the loss readings at different voltages and extrapolating the graph as shown in
figure 4.3.
The full-load efficiency calculation was then carried out with a Thevenin’s equivalent circuit for a range of
terminal voltages and the results are illustrated in figure 4.4. This indicates that even with 10% reduction in
terminal voltage, the effect on the motor efficiency is of no significance (less than 2%).
105%
88.5%
100%
% Effect
Efficiency
88.0%
87.5%
87.0%
95%
90%
86.5%
85%
86.0%
80%
90%
92%
94%
96%
98% 100% 102%
90%
92%
Terminal Voltage
efficiency
Figure 4.4 - Variation of full-load efficiency with
a reduction in terminal voltage
94%
96%
98%
Voltage variation
speed
100%
102%
torque
Figure 4.5 – Variation of motor performance with
reduction in terminal voltage
IEEE Standard 141:1993 gives the general effect of voltage variations on induction motor characteristics. The
performance for voltage reductions down to 10% are shown in figure 4.5.
It is seen that the full-load efficiency variation is and the full-load speed variations are insignificant. However the
starting and maximum running torque decreases to about 81% at a maximum voltage reduction of 10%. This is
because the torque is proportional to the square of the voltage.
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
7
5. CONCLUSIONS
The software package is developed based on the standard equations given in IEC 354 guide. The software package
can be applied to any complex shape of load curve. Hence this package gives a solution to the tedious manual
calculations involved with complex load profiles found in reality.
The studies made shows that the results obtained for loss of life is more precise with the software package, than
with manual two step approximation. This will help to reduce unexpected damage to the transformer in the future.
The practical results obtained for transformer voltage regulation shows that it has no significant effect on the
distribution network at acceptable loading conditions above nameplate rating.
With regard to industrial loads such as induction motors, again the test results show that the voltage drops caused
by loading transformers above nameplate rating has no major effect on its performance other than for the reduction
in the starting and maximum running torque.
Thus it is recommended that maximum utilisation of the transformer be made allowing loading beyond nameplate
rating within specified limits.
6.0 REFERENCES
nd
1. “IEC 354:1991 Loading Guide for Oil Immersed Power Transformers”, 2 Edition.
2. Perera, K.B.M.I. and Lucas, J.R., “Loading of transformers beyond nameplate rating”, Engineer, Journal of the
Institution of Engineers, Sri Lanka, vol XXX, No 3, September1999, pp 58-65
3. Brown, P.M. and White, J.P., “Determination of the maximum cyclic rating of high-voltage power
transformers”, Power Engineering Journal, Feb 1998, pp 17-20.
4. Heathcote, M.J., “Transformer Ratings”, Letters to the Editor, Power Engineering Journal, Jun 1998, pp 142.
5. Heathcote Martin J., “J & P Transformer Book”, Twelfth edition, Johnson & Phillips Ltd, 1998.
Software Guided Safe Loading of Transformers, New Delhi, April 2000 – JR Lucas & KBMI Perera
8