C57 135-2001 PDF

IEEE Std C57.
135-2001
IEEE Standards
C57.135
TM
IEEE Guide for the Application, Specification, and Testing of Phase-ShiftingTransformers
IEEE Power Engineering Society

Sponsored by the Transformers Committee
Published by The Institute of Electrical and Electronics Engineers, Inc. 3 Park Avenue, New York, NY 10016-5997, USA 31 May 2002
Print: SH94968 PDF: SS94968
IEEE Std C57.135-2001
IEEE Guide for the Application, Specication, and Testing of Phase-Shifting Transformers
Sponsor
Transformers Committee of the IEEE Power Engineering Society

Approved 6 December 2001
IEEE-SA Standards Board
Abstract: Theory, application of phase-shifting transformers, and the difference of specification and testing to standard system transformers are described. Various types of phase-shifting transformers and how to select the optimal design to achieve required control of power flow are covered. An understanding of the terminology, types, construction, and testing specifical to phaseshifting transformers is provided. Keywords: advance phase angle, dual-core design, main transformer, power transfer, phaseshifting transformer, retard phase angle, series transformer, single-core design, special tests
The Institute of Electrical and Electronics Engineers, Inc. 3 Park Avenue, New York, NY 10016-5997, USA Copyright 2002 by the Institute of Electrical and Electronics Engineers, Inc. All rights reserved. Published 31 May 2002. Printed in the United States of America. Print: PDF: ISBN 0-7381-3078-8 ISBN 0-7381-3079-6 SH94968 SS94968
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Copyright 2002 IEEE. All rights reserved.
iii
Introduction
(This introduction is not part of IEEE Std C57.135-2001, IEEE Guide for the Application, Specication, and Testing of Phase-Shifting Transformers.) This guide describes the application, specication, and testing of phase-shifting transformers. It is intended for the following: Organizations responsible for the application and specication of phase-shifting transformers for electric transmission systems to control power ow. Organizations responsible for testing phase-shifting transformers.
This guide is designed to help organizations Understand the various types of phase-shifting transformers and how to apply them to obtain required control of power ow. Prepare specications for the purchase of phase-shifting transformers. Standardize tests and test methods for phase-shifting transformers.
This guide is intended to satisfy the following objectives: Promote consistency within organizations for the application and specication of phase-shifting transformers. Provide an understanding of the terminology, types, construction, and testing relating specically to phase-shifting transformers. Promote the standardization of testing procedures for phase-shifting transformers.
Participants
At the time this guide was completed, the Working Group on Phase-Shifting Transformers had the following membership: Edgar R. Trummer, Chair Thomas Lundquist, Vice Chair and Secretary Donald Chu, Secretary
Rajendra K. Ahuja Dennis J. Allan Dave Allaway Burhan Becer Enrique Betancourt Alvaro Cancino Donald J. Cash Bob Clark Peter W. Clarke Florian Costa Vince Dahinden D. de la Cruz Dieter Dohnal Fred Elliot Joseph F. Foldi Jim D. Fyvie Donald A. Gillies Everett G. Hager, Jr. N. Wayne Hansen James H. Harlow Bill Kennedy Lincoln Koga Luther Kurtz Mike Lau J. Leech Stan Lindgren Thomas Lundquist Jack McGill Jim McIver Patrick McShane Harold R. Moore Jerry Mundo Gerald A. Paiva Bipin K. Patel Dan D. Perco Sam Perkins V. Pham Gustav Preininger Patrick Pries Jean-Christophe Riboud P. Russman Vallamkonda Sankar M. Saravolac Vic Shenoy John Slapp Bob Stewart Bill Thompson Chuck Todd Robert A. Veitch Jim Warden Joe D. Watson Klaus Weidman
iv
The following members of the balloting committee voted on this standard. Balloters may have voted for approval, disapproval, or abstention.
Samuel H. Aguirre Rajendra K. Ahuja Dennis J. Allan Jacques Aubin Peter M. Balma Ronald L. Barker Mike Barnes William H. Bartley Barry L. Beaster Enrique Betancourt Alain Bolliger Donald J. Cash Peter W. Clarke Jerry L. Corkran John C. Crouse Dieter Dohnal Keith Ellis Joseph F. Foldi Michael A. Franchek Jim D. Fyvie Donald A. Gillies Richard D. Graham Randall C. Groves Robert L. Grunert E.G. Hager, Jr. Ernst Hanique N. Wayne Hansen James H. Harlow Keith R. Highton Philip J. Hopkinson James D. Huddleston, III Mike Iman Charles W. Johnson Anthony J. Jonnatti Lars-Erik Juhlin Sheldon P. Kennedy John G. Lackey Stephen R. Lambert John P. Lazar Maurice Linker Donald L. Lowe Thomas Lundquist Joe D. MacDonald Donald MacMillan William A. Maguire K. T. Massouda John W. Matthews Nigel P. McQuin Joseph P. Melanson Gary L. Michel Harold R. Moore R. J. Musil Shantanu Nandi E.T. Norton Gerald A. Paiva Bipin K. Patel Dhiru S. Patel Sanjay Y. Patel Wesley F. Patterson Paulette A. Payne Carlos O. Peixoto Dan D. Perco Mark D. Perkins Linden W. Pierce Paul J. Pillitteri Donald W. Platts Gustav Preininger Tom A. Prevost E. Purra Jean-Christophe Riboud Vallamkonda Sankar Subhas Sarkar Rick Sawyer Pat Scully Hyeong Jin Sim Charles Simmons Tarkeshwar Singh Ron W. Stoner Richard E. Sullivan Thomas P. Traub Edgar R. Trummer Subhash C. Tuli John Vandermaar Joseph J. Vaschak Robert A. Veitch Barry H. Ward Joe D. Watson B. Scott Wilson
When the IEEE-SA Standards Board approved this standard on 6 December 2001, it had the following membership: Donald N. Heirman, Chair James T. Carlo, Vice Chair Judith Gorman, Secretary
Satish K. Aggarwal Mark D. Bowman Gary R. Engmann Harold E. Epstein H. Landis Floyd Jay Forster* Howard M. Frazier Ruben D. Garzon *Member Emeritus Also included is the following nonvoting IEEE-SA Standards Board liaison: Alan Cookson, NIST Representative Donald R. Volzka, TAB Representative Noelle D. Humenick IEEE Standards Project Editor James H. Gurney Richard J. Holleman Lowell G. Johnson Robert J. Kennelly Joseph L. Koepnger* Peter H. Lips L. Bruce McClung Daleep C. Mohla James W. Moore Robert F. Munzner Ronald C. Petersen Gerald H. Peterson John B. Posey Gary S. Robinson Akio Tojo Donald W. Zipse
Contents
1. Overview.............................................................................................................................................. 1 1.1 Scope............................................................................................................................................ 1 1.2 Purpose......................................................................................................................................... 1 2. 3. 4. References............................................................................................................................................ 1 Definitions............................................................................................................................................ 2 Application and theory of PSTs........................................................................................................... 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 5. Introduction.................................................................................................................................. 4 Basic principle of applicationadvanced and retard phase angle .............................................. 4 The PST under load ..................................................................................................................... 5 Power transfer .............................................................................................................................. 6 Types of PSTs .............................................................................................................................. 8 Special on load tap changer (OLTC) features............................................................................ 12 Arrangement of more than one PST .......................................................................................... 14 Design criteria............................................................................................................................ 15
Service conditions.............................................................................................................................. 16 5.1 5.2 5.3 5.4 Usual service conditions ............................................................................................................ 16 Loading at other than rated conditions....................................................................................... 17 Unusual service conditions ........................................................................................................ 17 Protection ................................................................................................................................... 18
6.
Rating data ......................................................................................................................................... 21 6.1 Polarity, angular displacement, and terminal markings............................................................. 22 6.2 Impedance .................................................................................................................................. 22 6.3 Nameplates................................................................................................................................. 22
7.
Construction....................................................................................................................................... 22 7.1 Enclosed throat connections ...................................................................................................... 23 7.2 Liquid insulation and preservation system ................................................................................ 23
8.
Short-circuit characteristics ............................................................................................................... 23 8.1 Short circuit requirements.......................................................................................................... 23
9.
Control system ................................................................................................................................... 24 9.1 Control equipment and accessories............................................................................................ 24 9.2 Requirements ............................................................................................................................. 24 9.3 Test code for control systems .................................................................................................... 26
10.
Testing of PSTs.................................................................................................................................. 27 10.1 General....................................................................................................................................... 27
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10.2 Special tests for PSTs................................................................................................................. 28 11. Tolerances .......................................................................................................................................... 28 11.1 General....................................................................................................................................... 28 11.2 Tolerances for ratio of series and main units ............................................................................. 29 11.3 Tolerance for phase angle and impedance ................................................................................. 29 12. Bid document checklist...................................................................................................................... 29 12.1 Nontechnical information .......................................................................................................... 29 12.2 Technical information................................................................................................................ 29 12.3 Special requirements or conditions............................................................................................ 30 12.4 Additional information............................................................................................................... 31 Annex A (informative) Bibliography............................................................................................................. 32
vii
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IEEE Guide for the Application, Specication, and Testing of Phase-Shifting Transformers
1. Overview
1.1 Scope
This guide covers the application, specication, theory of operation, and factory and eld testing of singlephase and three-phase oil-immersed phase-shifting transformers (PSTs). This guide is limited to matters particular to PSTs and does not include matters relating to general requirements for power transformers covered in existing standards, recommended practices, or guides.
1.2 Purpose
The terminology, function, application, theory of operation and protection, and design of PSTs are not covered by existing transformer standards and guides. The purpose of this document is to provide guidance to those specifying, designing, and using PSTs.
2. References
This standard shall be used in conjunction with the following publications. When the following standards are superseded by an approved revision, the revision shall apply. IEEE Std 693-1997, IEEE Recommended Practices for Seismic Design of Substations.1 IEEE Std 1313.1-1996, IEEE Standard for Insulation CoordinationDenitions, Principles, and Rules. IEEE Std C37.90.1-2002, IEEE Standard Surge Withstand Capability (SWC) Tests for Protective Relays and Relay Systems.
1IEEE
publications are available from the Institute of Electrical and Electronics Engineers, 445 Hoes Lane, P.O. Box 1331, Piscataway, NJ 08855-1331, USA (http://standards.ieee.org/).
IEEE Std C57.135-2001
IEEE GUIDE FOR THE APPLICATION,
IEEE Std C57.12.00-2000, IEEE Standard General Requirements for Liquid-Immersed Distribution, Power, and Regulating Transformers. IEEE Std C57.12.10-1988, American National Standard for Transformers 230 kV and Below 833/958 through 8333/10 417 kVA, Single-Phase, and 750/862 through 60 000/80 000/100 000 kVA, Three-Phase without Load Tap Changing; and 3750/4687 Through 60 000/80 000/100 000 kVA with Load Tap ChangingSafety Requirements. IEEE Std C57.12.70-2001, American National Standard Terminal Markings and Connections for Distribution and Power Transformers. IEEE Std C57.12.80-2002, IEEE Standard Terminology for Power and Distribution Transformers. IEEE Std C57.12.90-1993, IEEE Standard Test Code for Liquid-Immersed Distribution, Power, and Regulating Transformers, and IEEE Guide for Short Circuit Testing of Distribution and Power Transformers. IEEE Std C57.19.00-1991 (Reaff 1997), IEEE Standard General Requirements and Test Procedures for Outdoor Power Apparatus Bushings. IEEE Std C57.19.01-1991 (Reaff 1997), IEEE Standard Performance Characteristics and Dimensions for Outdoor Apparatus Bushings. IEEE Std C57.19.100-1995 (Reaff 1997), IEEE Guide for Application of Power Apparatus Bushings. IEEE Std C57.91-1995, IEEE Guide for Loading Mineral-Oil-Immersed Overhead and Pad-Mounted Distribution Transformers Rated 500 kVA and Less with 65 C or 55 C Average Winding Rise. IEEE Std C57.93-1995 (Reaff 2001), IEEE Guide for Installation of Liquid-Immersed Transformers. IEEE Std C57.131-1995, IEEE Standard Requirements for Load Tap Changers.
3. Denitions
All denitions, except as specically covered in this guide shall be in accordance with IEEE C57.12.801978 and The Authoritative Dictionary of IEEE Standards Terms, Seventh Edition [B10].2 3.1 advance phase angle: The phase angle expressed in degrees that results when the load (L) terminal voltage leads the source (S) terminal voltage. 3.2 excitation-regulating winding: A two-core phase-shifting transformer (PST) design in which the main unit has one winding operating as an autotransformer that performs both functions listed under excitation and regulating winding of a two-core PST. 3.3 excitation winding: The winding of a phase-shifting transformer (PST) that draws power from the source to energize the PST. 3.4 excited winding of a two-core phase-shifting transformer (PST): The winding of the series unit that is excited from the regulating winding of the main unit.
2The
numbers in brackets correspond to those of the bibliography in Annex A.
SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS
IEEE Std C57.135-2001
3.5 L terminal: The L terminal is used to measure the voltage phase-shift angle when compared to the S terminal of the phase-shifting transformer (PST). 3.6 main unit of a two-core phase-shifting transformer (PST): The core and coils that furnish excitation to the series unit. 3.7 phase-shifting transformer (PST): A transformer that advances or retards the voltage phase-angle relationship of one circuit with respect to another. 3.8 primary circuit of a phase-shifting transformer (PST): The circuit on the input side of a single-core PST or of the main unit of a two-core PST. This circuit is composed of the excitation winding. 3.9 rated kVA of a phase-shifting transformer (PST): The apparent power at rated voltage for which the PST is designed. 3.10 rated phase angle of a phase-shifting transformer (PST): The phase angle measured between the S and L terminals at maximum advance and/or retard tap position under no-load condition. 3.11 rated voltage of a phase-shifting transformer (PST): The phase-to-phase voltage to which operating and performance characteristics are referred. The voltage ratings are to be dened at no-load and based on turn ratios. 3.12 regulated circuit of a phase-shifting transformer (PST): The circuit on the output side of the PST in which it is desired to control the voltage, or the phase relation, or both.
NOTEIn the regulated circuit the voltage may be held constant or may vary with or without relation to the phase angle, depending on the type of PST.
3.13 regulating winding: The winding of a single-core phase-shifting transformer (PST) or of the main unit of a two-core PST in which taps are changed to vary the phase angle. 3.14 retard phase angle: The phase angle expressed in degrees that results when the L terminal voltage lags the S terminal voltage. 3.15 series unit of a two-core phase-shifting transformer (PST): The core and coil unit that has one winding connected in series in the line circuit. 3.16 series winding of a two-core phase-shifting transformer (PST): The winding of the series unit that is connected in series in the line circuit. 3.17 single-core design: A single-core phase-shifting transformer (PST) consists of a single unit in which all windings are mounted on a single core. 3.18 S terminal: The S terminal is the terminal that is used as the xed reference point when measuring the voltage phase angle of a phase-shifting transformer (PST). 3.19 two-core design: A two-core phase-shifting transformer (PST) consists of a series unit and a main unit. The series and the main unit can be either in one tank or in separate tanks.
IEEE Std C57.135-2001
4. Application and theory of PSTs

4.1 Introduction
The development of large, high-voltage power grids has enabled power consumers to enjoy the benets of more reliable and efcient service and has allowed generation sources to be, in some cases, located long distances from large load centers. While large interconnected grids strengthen a power systems reliability, complications can arise with the control of steady-state power ow along certain segments of the system. These complications can be attributed to several factors, including the impedance of parallel paths in the power grid, variation in power generation output, variation in loads, and load center phase angles.
4.2 Basic principle of applicationadvanced and retard phase angle

PSTs are used to control the power ow in electrical power systems. When power ows between two systems, there is a voltage drop and a phase angle shift between the source and the load that depends upon the magnitude and power factor of the load current. If the systems are connected together in two or more parallel paths so that a loop exists, any difference in the impedances will cause unbalanced line loading. Figure 1 shows an example with the load-side power factor assumed to be 1 and the system resistances being negligible with respect to their reactances. An arbitrary power ow distribution can be obtained by inserting a PST into one of the branches. Dependent upon whether the PST is installed in the branch with the higher or lower impedance, an advanced or a retard phase angle is needed. Advanced means that the L terminal voltage (VL) leads the S terminal voltage (VS); retard means that the L terminal voltage (VL) lags the S terminal voltage (VS).
System 1 ,Z1,I 1 I VS System 2 ,Z2,I 2 V L* VL
DV
Xi Zi ~ j
I 1 *Z 1 VS VL
I 2 *Z 2
I 1 *Z 1 VL VS
DV I 2 *Z 2
V L V S V L* VL
DV VS V L*
I 1 *Z 1 < I 2 *Z 2 A d v a n c e d: V L * leadsV S
I 1 *Z 1 > I 2 *Z 2 Retard : V L * lagsV S
Figure 1Load-side power factor of 1 I 2 Z 2 V = I 1 I 1 V = I 2 Z 2 I 1 Z 1 (1)
IEEE Std C57.135-2001
A numerical example should illustrate this. If it is required that both systems are loaded with 50% of the total transferred power 2S, and the impedances are assumed to be z1 = 0.02 and z2 = .30, related to S, the necessary additional voltage becomes V = .30 0.02 = .28. Hence, a load phase angle (advanced) of about 15.6 is necessary. The total angle between source and load becomes 1.1. In the case of z1 = 0.30 and z2 = 0.02, the same load phase angle (retard) would be needed but the total phase angle between source and load would become 16.7. If no measures were taken, the load distribution between system 1 and 2 would be 0.9375 to 0.0625 instead of 0.5 to 0.5. A second important application is the use of a PST to control the power ow between two large independent grids. An advanced phase-shifting angle is necessary to achieve a ow of active power from system 1 to system 2 (Figure 2).
Figure 2Advanced phase-shifting angle
4.3 The PST under load

So far an ideal PST, i.e., a transformer with an impedance zT = 0, has been dealt with. To demonstrate load conditions, an equivalent circuit is used, as shown in Figure 3, with an ideal PST with zT = 0 and an additional transformer with a turns ratio of 1:1 and an impedance zT = RT + jXT. Where VL* VL VS(a) VS(r) IL cosL zT is load voltage (no-load), is load voltage (loaded), is source voltage (advanced), is source voltage (retard), is load current, is load power factor, is transformer impedance, is transformer load angle, is phase-shift angle, + advanced retard.
IEEE Std C57.135-2001
Figure 3Demonstration of load conditions The phasor diagram of the PST can be drawn. Starting with the load voltage VL and calculating the ohmic and reactive voltage drop in the 1:1 transformer, the load voltage VL* at its primary side can be obtained. The load phase angle can be calculated by using Equation (2). I L X cos L I L R sin L z T cos L = arc tan ------------------------------------------------------------------------------------------ arctan ---------------------------------------V L + I L X sin L + I L R cos L 100 + z T sin L (2)
The phase-shifting unit adds and so, nally, the load phase angles of the transformer *(a) and *(r) respectively are obtained. *(a) = *(r) = ( + ) is phase-shift angle (loaded) advance is phase-shift angle (loaded) retard (3) (4)
To obtain an advanced phase angle *(a) under load, the no-load phase angle has to be chosen properly under consideration of the phase angle of the PST. On the other hand, the retard phase angle (r) is increased under load. This has an impact on transformer and tap-changer as dealt with in 4.8.4.
4.4 Power transfer

A PST has two separate effects on power ow. First, the no-load phase angle creates an additional voltage that drives additional current through the line. Second, by the PST, an additional impedance is added to the circuit. These two effects may work against each other. Therefore, a minimum phase angle is usually required to compensate for the additional voltage drop across the PSTs impedance in the advanced position. To ease the following considerations, the impedance of the PST has been assumed to be constant over the whole regulating range, a tolerable approximation for two-core designs (the impedance of single-core designs is commonly zero at zero degree phase shift). With the denotations used in Figure 3 and P0 Q0 is power transferred when = 0 is reactive power transferred when = 0 (preload) (preload)
IEEE Std C57.135-2001
the power components at the source side become VS P ( ) = P 0 cos Q 0 sin + --------* sin XT VS Q ( ) = P 0 sin + Q 0 cos + -------( 1 cos o ) XT
2 2
(5)
(6)
Figure 4 explains the effect of the introduction of the phase-shift angle . In the equation, the rst two terms reect the effect of the phase angle on the original power ow as easily as can be derived from Figure 4. The last term represents the additional power ow generated by the additional voltage V across the impedance jX of the PST. Taking into consideration that the real component of V(V cos(/2) drives a current with a positive imaginary component, and the imaginary component of V(V*sin(/2)) a current with a positive real component and that V= 2*Vs*sin(/2), the last terms in Equation (3) and Equation (4) respectively can be conrmed without difculties.
Figure 4Effect of phase-shift angle Figure 5 shows the variation of the additional power ow (assumption: P0 = Q0 = 0, ZT jXT, Vs2/XT = 1) with the PST angle . Figure 6 shows as an example the variation of the power ow at the source side with the phase angle , depending on different preload conditions. The maximum additional transferred power has been assumed to be 1. It can be seen how the power ow is inuenced when the no-load phase angle of the PST is changed from zero to maximum leading phase shift. The highest increase of active power for the same phase shift appears when a negative reactive power ow exists, i.e., with high capacitive load. An inductive load (positive reactive power) decreases the effect of the PST. The reactive power ow is also inuenced by the preload condition. The active power has the major impact on the inuence of the PST angle.
IEEE Std C57.135-2001
Figure 5Variation of additional power ow with the PST angle
Figure 6Variation of power ow with the phase-shift angle depending on different preload conditions
4.5 Types of PSTs

4.5.1 Introduction The basic principle to obtain a phase shift is to connect a segment of one phase into another phase. Figure 7a shows an elementary arrangement; the phasor diagrams are drawn for no-load condition. A PST is used with the exciting winding delta-connected. The regulating winding of phase V2V3 is connected to phase V1 and
IEEE Std C57.135-2001
so on. The scheme has been plotted for subtractive polarity of the windings and the tap position has been chosen so that the transformer produces an advanced phase angle. Under no-load condition the regulation is symmetrical, i.e., the absolute values of source and load voltage are the same.
Figure 7aPhasor diagrams for no-load condition V 1 V S 1 = V 10 + --------2 V 1 V L 1 = V 10 --------2 V = V 20 V 30
(7)
(8) (9)
With consideration of these equations, the phasor diagram can be drawn and absolute values can be determined. V S1 = V L1 = V 1 V 10 = V 1 cos -2 V 1 = V 1 2 sin -2 V = V 10 3 = V 1 3 cos -2 I S1 = I L1 = I 1 V 1 2 sin - = I L1 ------I = I L1 --------- cos -2 2 V 3 (10) (11)
(12)
(13) (14) (15)
IEEE Std C57.135-2001
The rated throughput power of the PST is shown in Equation (7). P s = 3 V 1 I L1

=
(16)
whereas the rated design power which determines the size of the unit becomes: I P T = 3 V = P s 2 sin -=1 =L1 2 (17)
In practice many solutions are possible to the design of a PST. The users electric power system requirements and the manufacturers preference generally determine the design. The major factors determining the type of PSTs are given below: Performance factors The power rating and phase-shift angle requirements The voltages The connected systems short-circuit capability
Design factors Type of construction (core form or shell form) Layer or disc winding design Shipping limitations Load tap changer (LTC) performance specication
These factors decide whether a single-core or a two-core type has to be chosen. These two types are described in more detail in the following clauses. 4.5.2 Single-core design With the design outlined in Figure 7a, symmetrical conditions are obtained. The LTC can also be equipped with a reversing change-over selector. This solution permits changing from an advanced phase angle to a retard phase angle. With the single-core design, it is generally accepted practice to supply two sets of three single pole tap changers: one set connected to the S terminals, and the second set connected to the L terminals. As a simplied solution, it is also possible to use only one-half of the tapped winding. But in that case the load voltage increases with respect to the source voltage with increasing phase angle (Figure 7b).
Figure 7bPST with half tap winding
10
IEEE Std C57.135-2001
In the case of a small rated switching capacity (step voltage through current), a solution with one twophase LTC per phase is possible, using an LTC assembly according to Figure 8.
Figure 8PST with small switching capacity As a further example, Figure 9 shows the connection diagram and the phasor diagram of a delta-hexagonal PST. These transformers have LTCs with linear regulation, i.e., without a change-over selector.3
Figure 9Connection diagram and the phasor diagram of a delta-hexagonal PST The single-core design is less complex and has fewer kVA parts than two-core designs, but has some disadvantages as follows: The LTC and the tapped winding are in the line end of the windings and are directly exposed to the system short-circuit currents and overvoltages. Voltage per tap and current are determined by the phase angle requirement and rating of the PST and cannot be adjusted to obtain optimum switching conditions. If one of these parameters exceeds its limit, the solution would not be possible although the required switching capability may still be given.
3There
are numerous other possibilities, e.g., designs with de-energized operation.
11
IEEE Std C57.135-2001
4.5.3 Two-core design The most commonly used circuit for two-core designs is shown in Figure 10. This conguration consists of a series unit and a main unit. For smaller ratings and lower voltages, two-core PSTs may be built into one single tank, while large ratings and high voltage PSTs require a two-tank design. The advantage of a two-core design is the exibility in selecting the step voltage and the current of the regulating winding. They can be optimized in line with the voltage and current ratings of the LTC. Since LTCs have limited current ratings and step voltages per phase as well as limited switching capacity, they are the main limiting feature for the maximum possible rating of PSTs. More than one LTC per phase may have to be utilized for very large ratings. Furthermore, three-pole LTCs can be used. If the rated switching capacity is too high, three single-pole LTCs have to be used. The LTC insulation level to ground is independent of the system voltage and can generally be kept low. The potential connection of the regulating winding has to be checked (see 4.6.1) but often it is not critical and the values are comparable with those of a regulating winding at the neutral end of a common network transformer.
Figure 10Commonly used circuit for two-core designs
4.6 Special on load tap changer (OLTC) features

4.6.1 Potential connection of the regulating winding During the operation of the reversing change-over selector, the regulating winding is temporarily disconnected from the main winding. Its potential at this moment is determined by the voltages of the adjacent windings as well as by the coupling capacitances to these windings and to grounded parts. The resulting differential voltage exerts stress across the switching distance of the opening change-over selector contacts. In the case of PSTs having regulation at the line end, high recovery voltages can occur due to the winding arrangement. The change-over operation takes place in the mid-position of the LTC, i.e., when the tap selectors are in position K (see Figure 8). Figure 11 shows a typical winding arrangement and the resulting phasor diagram. It can be seen that the recovery voltages are higher than the system line-to-ground voltages of the source and load side. The limit of the recovery voltages is in the range of 1535 kV. This condition has to be taken into account during design of a PST. One possibility to decrease the recovery voltage is to install shields between the windings. Each shield must be connected to the K point of the corresponding phase.
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IEEE Std C57.135-2001
Figure 11Impact of shields on recovery voltage Both recovery voltages occurring during reversing change-over selector operation and switched current resulting from capacitances have limitations. The limit of the magnitude of this current is in the range of a few hundred milliamperes. In special cases when a third winding with a low voltage level is specied, it may be possible to use this winding instead of the shields. Shielding has, in addition, the advantage that it protects the regulating winding from capacitively transferred transients. If shielding is not possible, one of the following solutions has to be used to solve the problem: a) The rst way is to connect the tap winding to a xed potential during the reversing change-over operation by a xed ohmic resistor or capacitor that is usually connected to the middle of the regulating winding and to the current take-off terminal of the LTC. This solution is not applicable in every case (especially with arrangements according to Figure 11, when no shields are used). The connection of resistors or capacitors increases the amount of switched current due to the small resistance compared to that of the capacitances. The second possibility is to use an advance-retard switch (ARS) as shown in Figure 12. This switch allows the reversing change-over operation to be carried out in two steps without interruption. The regulating winding remains connected to a xed potential during the whole operation. The limiting parameter for the ARS is the process of commutation, which has to be controlled by the ARS. It is determined by the commutation of the through current from a small inductive loop to a larger one.
b)
4.6.2 LTC with coarse change-over selector By using the change-over selector for inserting a coarse regulating winding, the achievable phase angle in one direction can be enlarged. If a change from advanced to retard position is required, an additional switching device, which has to be designed like an ARS, is necessary so that the switching can be performed without interruption of the load current. The ARS has to control the process of commutation which, in this case, is not only determined by the loop formed by the connecting leads but also by the impedance of the winding itself. If the reversing operation can be carried out with a de-energized transformer, an off-circuit tap changer is sufcient. Figure 13 shows different arrangements with coarse change-over selectors (a, b) and, in addition, the use of two LTCs (c). Also the arrangement of an ARS for the exciting winding of the series transformer is shown in (b).
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IEEE Std C57.135-2001
Figure 12Use of ARS
Figure 13Different arrangements with coarse change-over selectors 4.6.3 Number of OLTCs required See Table 1.
4.7 Arrangement of more than one PST

4.7.1 Series connection of PSTs If two or more (n) identical PSTs are connected in series, the phase-shift angles and impedances from each PST add together to produce a total equivalent phase shift and impedance. The MVA rating of the bank of series connected PSTs is equivalent to the MVA rating of each PST. For example, two 100 MVA PSTs, each with a 5 phase shift and 10% impedance connected in series will be equivalent to one 100 MVA PST with a 10 phase shift and 20% impedance. In case of an outage of one unit, the full current can be maintained with (n1)/n maximum phase-angle shift, but possible short-circuit problems have to be considered because of the diminished impedance.
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IEEE Std C57.135-2001
Table 1Minimum number of LTCs required

Type Figure 7a Single- core 7b Regulation LTC with reversing change-over selectora LTC plus ARS acting as a reversing change-over selector LTC without changeover selector (linear regulation) LTC with reversing change-over selector LTC with one coarse winding LTC with several coarse windings Number of LTCs 3 two-phase units or 6 single-phase unitsb or 3 single-phase unitsc Number of ARSs
None
12
6 single-phase units
36 unitsd
6 single-phase units
None
Two-core
10
1 three-phase unit (wye-connected) or 3 single-phase unitsb 1 three-phase unit (wye-connected) or 3 single-phase unitsb 1 three-phase unit (wye-connected) or 3 single-phase unitsb 1 three-phase unit (wye-connected) or 3 single-phase unitsb and 3 single-phase units
None
13(a)
13 unitsd 13 unitsd
13(b)
13(c)
Two LTCs in series with coarse changeover selector
13 unitsd
aThe reversing change-over selector is not shown on Figure 7a and Figure 7b. bDepending on rated switching capacity and through current. The two-phase LTCs have to be connectcAsymmetric regulation. dDepending on voltage level
ed according to Figure 8.
and through current.
4.7.2 Parallel connection of PSTs If two or more (n) identical PSTs are connected in parallel, the impedance from each PST combine in parallel to provide a reduced total impedance. The MVA rating of the bank of parallel-connected PSTs is equivalent to the sum of the MVA ratings of all parallel-connected PSTs. For example, two 100 MVA PSTs, each with a 5 phase shift and 10% impedance connected in parallel will be equivalent to one 200 MVA PST with a 5 phase shift and 5% impedance.
4.8 Design criteria

4.8.1 Phase angle The rated phase angle is dened under no-load conditions. However, it should be noted that the unit is unlikely to operate at this phase angle under load in the advanced position due to the effect of the voltage drop in the unit. In the retard position the no-load phase angle should not be exceeded (unless the unit has been designed for that), as overexcitation will occur in parts of the PST (see also 4.8.4). In the retard position the power that can be transferred is usually lower than the rated power in the advanced position.
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IEEE Std C57.135-2001
4.8.2 Dielectric design of the two-core type The transmission of transient voltages in the two-core design is rather complex. When applying impulse tests to either the S or the L terminals of the series transformer, the connected exciting winding of the main transformer will also be exposed to a high voltage. There may be high-voltage oscillations of the connecting leads, depending on the capacitive voltage control of the series winding. High voltages may be transferred to other windings coupled to the series winding or to the excitation winding. Therefore, rather complex computer models may be required to compute the transient voltages for this conguration. 4.8.3 Special considerations for a two-tank design When the two-core design is used with two tanks, special precautions must be taken to design connections between the two tanks. As illustrated in Figure 10, the connection operates at the system voltage level so that the leads must be insulated for the overvoltages that may occur under both transients and power frequency conditions. A short-circuit between the connections of the two units has to be considered as an internal fault, which would cause severe damage or even destroy the PST. A short-circuit proof design for this special case would result, if possible at all, in a signicant increase in cost. Therefore, it is strongly recommended to use metal enclosures to protect the connections against lightning strikes and other possible sources of a short circuit. 4.8.4 Overload conditions (loading above nameplate rating) Overloading of a PST in the sense of operating it with a current beyond the name-plate rating increases the internal phase angle [see Equation (2)] and consequently also the load phase-shift angle (r) in the retard position [see Equation (4)]. This may result in a load phase angle that exceeds the maximum rated no-load phase angle. The voltage across the regulating winding and consequently also the voltage per step of a single-core type, as well as the voltage across the series winding of a two-core type will, in this case, exceed the rated voltage. Furthermore, in a two-core design, the main transformer also will experience a certain degree of overexcitation with the same consequences for the regulating winding. The degree depends on the ratio of the impedances of series and main transformer. It mustbeside the effect that parts of the core(s) may be overuxedtherefore also be checked whether the parameters voltage per step, current, and switching capability are still within the limits of the LTC design.
5. Service conditions
PSTs conforming to this guide will be suitable for operation at rated voltage and rated kVA as follows:
5.1 Usual service conditions

These conditions shall be as stated in IEEE Std C57.12.00-2000, 4.1.1 through 4.1.7, and 4.1.9; 4.1.8 shall not apply. In 4.1.6.1 (a), the word secondary shall mean the L terminals of the PST. a) The purchaser of the PST shall specify the switching arrangements that will be used to place the PST in and out of service. This shall include breaker or switch operations resulting from faults external and internal to the PST. The PST shall be suitable for energization by voltage applied to either the S or L terminals. The PST shall be capable of transferring rated kVA with the electrical source of power connected to the S or L terminals. Limited power transfer in the retard position has to be considered. Seismic requirements shall be as specied in IEEE Std 693-1997. The seismic zone shall be provided by the purchaser. The foundation design shall be provided to the PST manufacturer by the
b) c) d)
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IEEE Std C57.135-2001
e)
f)
purchaser. The manufacturer shall provide for differential motion between the two tanks, if used, and in the case of remotely mounted radiators provide for their differential motion. The manufacturer of the PST shall make provisions for differential alignments that will occur when two tanks are connected. The foundation tolerance shall be dened by agreement between purchaser and manufacturer. Unless specied otherwise, the PST shall be manufactured for operation in the bypassed state with the source and load bushing connected through bus work. This shall require special consideration in design for lightning impulse and switching surges. This condition will require additional testing with the terminals connected, as in operation, to demonstrate that the insulation level meets the specied BIL.
5.2 Loading at other than rated conditions

This subclause shall be the same as IEEE Std C57.12.00-2000, 4.2, with the exception that additional limits must be observed for retard operation under overload. These limits must be dened by the manufacturer and agreed upon by the purchaser prior to completion of the PST design.
5.3 Unusual service conditions

The unusual conditions shall be the same as those listed in IEEE Std C57.12.00-2000, 4.3.1 through 4.3.3. Additional unusual service conditions that may apply to PSTs are as follows: 5.3.1 Operation with two or more PSTs in parallel or in series The purchaser shall ensure the manufacturer has all nameplate data, test data, and applicable system information necessary to design the PSTs for proper load sharing. The purchaser must specify in detail to the manufacturer the LTCs controls that will be provided by the purchaser. If the manufacturer provides the LTCs controls, the purchaser shall provide the control scheme used with any existing PSTs to the manufacturer to ensure a compatible system. 5.3.2 Operation of PSTs in series with series capacitor banks If the PST is, or may be, operated in series with a series capacitor bank, this operating condition shall be pointed out to the manufacturer by the purchaser. The operating conditions shall be specied and the protection scheme used by the purchaser to prevent series resonance shall be provided to the PST manufacturer for review and for considerations in design. 5.3.3 Unbalanced current ow through the PST The purchaser must provide details of operating conditions that will subject the PSTs to unbalanced phase currents and voltages that may exceed allowable standard limits. The manufacturer will provide for these conditions during the design of the PSTs. The following are examples of operating conditions that could produce such problems: a) Unbalances resulting from operation of parallel transmission lines in close proximity to the PST connected lines, where line transpositions are unequal resulting in unbalanced voltage at the PSTs and unequal current ow through the series windings. Single-pole operation of the circuit breakers following line faults where single-pole reclosing is utilized
b)
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IEEE Std C57.135-2001
5.3.4 Transient recovery voltages Transient voltage may exist circuit breakers are operated. These conditions may be between the PST and the circuit breaker. 5.3.5 Surge protection Any condition where the PST may operate without surge protection applied at all S and L terminals.
5.4 Protection
The protection scheme recommended for PSTs is similar to that for power transformers with one notable exception: differential relaying. In general, transformer differential relays are designed to allow for a difference between the primary and secondary currents of the transformer of at least 10% because of the voltage taps. This is done by means of restraint windings (or logic) that desensitize the relay during heavy through fault currents. For a PST with a phase angle difference of 25 between the source and load currents, the current difference would be about 43%, so a special differential scheme is required. In 5.4.1, differential schemes for PSTs will be briey discussed with emphasis on the PST requirements. Ground protection is also included because of its close association with differential protection. For a more detailed discussion of differential and ground protection, see Applied Protective Relaying[B1], Brown, et al. [B4], Ibrahim, Stacom [B8], [B9], Li [B13], Plumptre [B22], and Sen, Craig [B23]. Other types of protection are discussed in 5.4.2. 5.4.1 Differential and ground protection The complete current transformer (CT) requirements must be determined and the purchaser must agree to the locations before the design can be nalized since internal buried CTs are often required. Protection schemes are different for the two types of PST core construction: single- and two-core arrangements. 5.4.1.1 Single-core arrangement A differential scheme for the single-core arrangements shown in Figure 7a and Figure 7b should provide primary differential protection that will not misoperate because of PST core saturation. A three-phase transformer differential relay is required with three restraint elements per phase. It is preferable that the CTs have the same ratings and ratios, although the relay can typically compensate for some mismatch. 5.4.1.2 Two-core arrangement The most common differential scheme for the two-core arrangement (see Figure 10) is shown in Figure 14 and Figure 15. There are two sets of differential protection. Figure 14 shows the primary set and Figure 15, the secondary set. The two sets provide differential protection with redundancy. The primary differential relay (Figure 14, 87P) requires a set of CTs in the neutral of the primary winding of the main unit. These will probably be inside the tank. It is preferable that these CTs have the same rating and ratio as the high side CTs, although the differential relay can compensate for some mismatch. This scheme is not affected by PST core saturation. A ground relay (51N1) is usually installed in the neutral of the primary of the main unit to provide sensitive protection for ground faults near the neutral. It will see current during ground faults on the system. The amount of current will depend on the sequence network impedance. If the main unit is of shell form construction, the zero sequence current will be relatively high. However, if it is of core form construction or if the secondary circuits provide a path for zero sequence currents because of voltage regulating windings on the main unit (see Applied Protective Relaying [B1], and Sen, Craig [B23]), the zero sequence impedance will be much lower and 51N1 must coordinate with line side ground relays. The 51N1 relay is also subject to false operation due to inrush current when the main unit is
18
IEEE Std C57.135-2001
energized. To prevent this from happening, the relay must be desensitized or a relay with second harmonic restraint used (see Plumptre [B22]). The associated CT may be external to the tank. The secondary differential relay (Figure 15, 87S) requires a set of CTs in the neutral of the secondary of the main unit. They will also most likely be inside the tank. The ratio of these CTs will be determined by the ratio (K) of the series unit, as shown in Figure 15. The differential relay can compensate for some CT mismatch. The rating of the CTs should closely match the high side CTs. A three-phase transformer differential relay is required with three restraint elements per phase. The integrity of this scheme depends on the value of K remaining constantthe series unit not saturating. Since the voltage rating of the series unit is considerably smaller than rated phase-to-ground voltage, it is possible that it might saturate during heavy through faults (see Ibrahim, Stacom [B8]). If series unit saturation is a problem, desensitizing the secondary relay system is required. A ground relay (50N2) is usually installed in the neutral of the main unit secondary winding. This relay can be set quite sensitive since there should be current in it only during a fault in the main unit secondary circuit. The associated CT may be external to the tank. 5.4.2 Other types of protection 5.4.2.1 Sudden pressure (rapid rate of rise) relaying Sudden pressure relays protect for arcing faults. It is common practice to have one or more sudden pressure relays for each oil-lled tank and separate compartment, the number of relays depending on the oil volume. The PST manufacturer should recommend the quantity, location, and type of sudden pressure relays and the settings, if not specied by the purchaser. Buchholz relays also will protect for oil displacement. 5.4.2.2 Pressure relief device Each oil-lled tank and separate oil-lled compartment shall be provided with a pressure relief device. It is common practice to have more than one pressure relief device on large tanks. The number of pressure relief devices should be determined by the manufacturer.
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IEEE Std C57.135-2001
Figure 14Primary differential relay
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IEEE Std C57.135-2001
Figure 15Secondary differential relay 5.4.2.3 Gas accumulation relay Gas bubbles generated in the oil will migrate toward the top of the oil compartment. The use of a device to accumulate the gas and cause an alarm or trip is recommended for each compartment.
6. Rating data
In general, rating data for PSTs should be in accordance with the requirements for power transformers as covered in IEEE Std C57.12.00-2000 with the following exceptions or additions.
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IEEE Std C57.135-2001
6.1 Polarity, angular displacement, and terminal markings

6.1.1 Terminal markings unique to PSTs The designations H and X shall not be used and shall be replaced by S and L to indicate the source and load. The S terminals shall be marked S1, S2, S3, and (if applicable) S0. The L terminals shall be marked L1, L2, L3, and (if applicable) L0. Y and Z designations shall be used for additional windings that are brought out of the tank. 6.1.2 Enclosed throat connection terminal markings Enclosed throat winding terminal connections shall be marked in any manner that will permit convenient reference and cannot be confused with the markings of the external transformer terminals.
6.2 Impedance
Impedance shall be in accordance with IEEE Std C57.12.00-2000 with the following additions. 6.2.1 General Rated impedance shall be at zero phase-shift connections. 6.2.2 Change in impedance with phase-angle regulation The impedance of PSTs can vary substantially over its range of phase-angle regulation. The user must specify the acceptable ranges of impedances and the manufacturer shall calculate and provide a matrix of impedances as required by the user. The extent of test verication of impedance values other than rated impedance should be specied and agreed upon by the purchaser and manufacturer.
6.3 Nameplates
Nameplates shall be in accordance with IEEE Std C57.12.00-2000 with the following addition: The nameplate of the PST shall show the phase shift in degrees from the S to the L terminals starting at the zero phase-shift tap and for each tap position in the advance and retard direction while operating at no-load. The nameplate shall also show the phase shift in degrees from the S to the L terminals while operating at maximum rated kVA output at unity power factor at the S terminal for all tap positions which result in acceptable service conditions. Intermediary phase shifts at varying loads may be specied by the purchaser for inclusion on the nameplate. The user may request impedance changes be indicated on the nameplate for any tap position.
7. Construction
In general, construction requirements for PSTs should be in accordance with the requirements for power transformers, as covered in IEEE Std C57.12.00-2000 and other applicable IEEE standards based on kV and kVA ratings, with the following exceptions or additions.
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IEEE Std C57.135-2001
7.1 Enclosed throat connections

Enclosed throat connections in fully assembled condition must meet the pressure and vacuum requirements of PST tanks for all designs that subject the enclosed throat connection to the same operating pressures and vacuum levels as the transformer tank.
7.2 Liquid insulation and preservation system

Liquid insulation and preservation systems shall be in accordance with IEEE Std C57.12.00-2000 with the following addition. 7.2.1 Two tank designs with enclosed liquid-lled throat connection Enclosed liquid-lled throat connections may be either sealed from each tank or opened to the insulating uid from one or both tanks. Enclosed throat connections shall be designed for installation or removal without the need to jack or move either or both of the transformer tanks and shall accommodate thermal expansion and contraction of the throat assembly and both tanks. For a sealed throat system that isolates the insulating uid, the throat connections require a separate conservator system. For a system where the throats are not directly connected to a main tank and the isolation of the insulating uid in different compartments is not important, the throats may be connected to the conservator system of the main tank. If this approach is used, the user should be aware that the use of oil and gas analysis to isolate problems will be complicated. For throat connections that place barriers between both the tanks and the throat, the throat shall be equipped with the following accessories: Gas accumulation relay Pressure relief device/relay Liquid lling and draining valves Rapid rate of rise relay Liquid level gauge
8. Short-circuit characteristics
8.1 Short circuit requirements
8.1.1 General PSTs shall comply with the short circuit requirements of IEEE Std C57.12.00-2000, unless otherwise agreed upon by the purchaser and manufacturer. 8.1.2 Transformer categories The kVA rating to be considered for determining the category should be the equivalent to the rating according to IEEE Std C57.12.00-2000.
23
IEEE Std C57.135-2001
8.1.3 Short-circuit current magnitude The manufacturer shall determine the most onerous conditions for short circuit on every winding or active part in accordance with IEEE Std C57.12.00-2000. These conditions should take into account the large impedance swings that can occur as the tap position is changed from the extreme positions to the mid position. Since the system short-circuit levels are critical to the design of PSTs, the user shall specify the maximum system short-circuit fault levels expected throughout the life of the unit. If a short-circuit test is performed, it shall be done in accordance with IEEE Std C57.12.90-1993. The test shall be carried out on the tap position that produces the most severe stresses in each winding. This may require more than a single test depending on the type of construction. For two-core PSTs this usually requires a test on the zero phase-shift position, as this position involves only the series transformer, and a second test on a position to be agreed upon between customer and manufacturer.
9. Control system
9.1 Control equipment and accessories
Control devices to facilitate manual and automatic control of the load tap changing equipment shall be provided. The control system of a PST includes a sensing apparatus to provide a signal proportioned to the system real power ow through the transformer. For this purpose, positive (+) values of power ow relate to an exchange dened as forward power ow (FPF), i.e., power from normal S terminals to normal L terminals. Similarly, negative () values of power ow relate to an exchange dened as reverse power ow (RPF), i.e., power from normal L terminals to normal S terminals. The control system also includes a control device to interpret the input of the sensing apparatus, relate the input to conditions desired by the operator, and to automatically command the tap changer of the PST to function to hold the power ow thereby required. The total control system is usually furnished as a complete package with the transformer; however, the stand-alone nature of the control system makes it appropriate to consider the control system in a unied context. A weather-resistant cabinet shall be provided for housing the automatic control and related devices. The cabinet shall be specied by the user.
9.2 Requirements
9.2.1 Environmental The control must withstand 40 C80 C control enclosure temperature, relative humidity from 0100% and altitude of up to 3000 m without loss of control. 9.2.2 Set point adjustment ranges The default device shall accommodate parameter set point adjustment as follows.
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IEEE Std C57.135-2001
a) b) c)
Power ow adjustable from at least 2.0 pu2.0 pu Power ow bandwidth adjustable from at least 0.025 pu0.25 pu Fixed time delay adjustable from 0 s to at least 120 s
NOTEThe base power (1.0 pu power) will be scaled as required based upon the transformer rating.
9.2.3 Accuracy The control system error shall be 1.0% or less. The accuracy is based upon the combined performance of the sensing apparatus (including instrument transformers, transducers, or other means of sensing as required) and the control device. For determining the accuracy of the control system, the percent error is based on the following reference conditions: ambient temperature of 25 C, rated system frequency, no harmonics present on the line, and the PST delivering rated kVA at rated voltage. 9.2.3.1 Accuracy determination criteria The errors to be included in the determination of the accuracy of the control system are the maximum plus (+) error and the maximum minus () error for each of the following. The greater magnitude of the sum of the positive percent errors or the sum of the negative percent errors shall constitute the stated accuracy of the control system. a) Error of the control system due to the ambient temperature. The control system is operated in its intended conguration and environment as pertains to the control enclosure. The use of supplemental control enclosure heaters must be reported, if used. The enclosure temperature is varied in the range of 40 C65 C while holding the transformer kVA and power system frequency at the reference conditions. Error in the control system due to the system frequency. The power system frequency to which the control system sensing apparatus is connected is varied in the range of rated power system frequency 0.25% while holding the transformer kVA and the ambient temperature at reference conditions. Error in the control system due to the power throughput of the PST. The power throughput of the PST to which the sensing apparatus is connected is varied in the range of 2.0 pu2.0 pu (where 1.0 pu is taken as the rated kVA of the PST) while holding the ambient temperature and the power system frequency at the reference conditions.
b)
c)
9.2.3.2 Errors for set point marking deviation of control device The accuracy determination criteria allow for no error in the display of the control device set points. 9.2.4 Ancillary requirements The following ancillary components, accessories, or functionality will be provided as part of the control system. a) Means for display of particular parameters of interest: 1) Phase angle of power system voltage, S terminals relative to L terminals 2) System kVA throughput 3) Power throughput, including direction as forward ow or reverse ow 4) Reactive throughput, including direction as forward ow or reverse ow 5) Tap-changer operations counter 6) Tap-changer tap position Status alarms: 1) Control self-checkdiscrepancy detected
b)
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IEEE Std C57.135-2001
c)
2) Tap changer at end of advance tap range 3) Tap changer at end of retard tap range 4) Control system unable to accomplish desired (set point) system power ow Mode selection 1) Off/local manual control/automatic control selector switch 2) Local manual controladvance/retard control switch
9.3 Test code for control systems

9.3.1 Design tests 9.3.1.1 Determination of accuracy of control system 9.3.1.1.1 Test for error in power due to control system inaccuracy This design test is made at rated power system frequency 0.01 Hz and at 25 C 1 C. Record the difference in control system power ow recognition to actual system power ow in range of 1.5 pu1.5 pu in steps of 0.25 pu. 9.3.1.1.2 Test for error in power due to ambient temperature This test is made at 1.0 pu forward power ow 0.01 pu and rated system frequency 0.01 Hz. Record the difference in system power ow recognition to actual system power ow at ambient temperature of 40 C 60 C in steps of 20 C. 9.3.1.1.3 Test for error in power due to power system frequency This test is made at 1.0 pu forward power ow 0.01 pu and at 25 C 1 C. Record the difference in control system power ow recognition to actual system power ow at system frequency of rated frequency 0.25%, at rated frequency and at rated frequency 0.25%. 9.3.1.1.4 Total control system error For each of the three tests above, note the greatest positive error recorded and the greatest negative error recorded. (Note that the greatest positive error or greatest negative error for a given test may be zero.) Sum the three positive errors and sum the three negative errors. The error of the control system is taken to be the greater magnitude of the summed errors. 9.3.1.2 Surge withstand capability (SWC) test The SWC test is a design test for the control device in its operating environment. In order to pass this test the control device shall continue to operate properly after the test. Refer to IEEE Std C37.90.1-1989. 9.3.2 Routine tests 9.3.2.1 Applied voltage test The control device shall withstand a voltage of 1500 V at rated system frequency from all terminals to case for 1 minute. The test shall be performed with the control device disconnected from the system. After the test, it shall be determined that no change in calibration or performance has occurred.
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IEEE Std C57.135-2001
9.3.2.2 Operational test All features of the control device and its peripherals will be operated and checked for verication of proper functioning. The control is also calibrated at this point.
10. Testing of PSTs

10.1 General
Unless otherwise specied, all tests carried out at the factory should be made in accordance with IEEE Std C57.12.90-1993. Additional tests, particular to PSTs, are dened in 11.2, Special tests for PSTs. Since the method of testing PSTs is dependent on the design, the testing methods will be mutually agreed upon by the user and manufacturer. 10.1.1 Test set-up for PSTs 10.1.1.1 Resonant frequency and transient voltage tests These tests are normally performed on the core and coil assembly in air. However, they can also be performed inside the tank lled with oil and tted with temporary bushings to give access to required test points. For a two-core design in one or more tanks, the windings must be interconnected as for impulse testing. These tests are intended to verify the transient voltages and natural frequencies at various points in the windings at all tap combinations and connections that can be compared and evaluated with studies. 10.1.1.2 Temperature tests and loss distribution In most cases temporary bushings must be installed for connections to windings, which are not normally accessible, in order to determine the various resistances for the temperature tests and to determine the losses and the distribution of these losses. The location of these temporary bushings depends on the design and winding conguration and is subject to agreement between user and manufacturer. For two-tank designs, the tanks may be separate to determine the losses in the various cores and windings and the temperature test. This information will be provided by the manufacturer to the user during preliminary discussions. 10.1.1.3 Dielectric test For dielectric tests each tank with its corresponding core and windings should be connected electrically and mechanically together as for the service condition. In most cases, temporary bushings must be installed on lower voltage windings in order to perform the IEEE standard low frequency induced test on the higher source and load side windings. In very high voltage PSTs, it is sometimes necessary to install an auxiliary winding next to the core for shielding purposes. This auxiliary winding can then be used for performing the low-frequency induced test through the use of temporary bushings.
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IEEE Std C57.135-2001
10.2 Special tests for PSTs

10.2.1 Special dielectric test When a bypass switch is installed, there are two special dielectric tests that may be specied by the user. 10.2.1.1 Special lighting impulse test The special lightning impulse test shall be applied individually to each phase with the L and S side terminals connected together. The untested L and S side terminals should be grounded separately through resistors. The neutral terminal(s) shall be grounded through shunts for current monitoring. In some cases, it is desirable to perform the tests with the S or L terminals oating. The test shall be performed on tap positions mutually agreed upon by both the user and manufacturer. 10.2.1.2 Special switching impulse test A special switching impulse test shall be applied to each phase with the L and S side terminals under test being tied together. The other untested terminals are connected together, oating and connected to a voltage divider. The neutral terminal(s) shall be solidly grounded through a shunt for current monitoring. This test only applies to PSTs rated 345 kV and above, or as required by the user. 10.2.2 Measurement of phasor group and no-load phase angle The phase angle of a phase shifter is not normally measured directly but is calculated from the triangle formed by the voltage across the series winding and the voltage across the shunt winding, which are at right angles (see Figure 10). Using a low voltage 3-phase supply applied to the S terminals as VS1, VS2, and VS3 and measuring the designated magnitude of each voltage, the phase angle on each tap may be determined. The magnitudes of the test voltages measured are indicated in the following list, with the phase angle calculated from the equation. a) b) c) d) e) The series voltage measured between the S terminal S1 and the L terminal L1 = VS1L1 The supply phase voltages measured between S terminal S1 and the neutral N = V SN The load phase voltage measured between L terminal L1 and the neutral N = VLN The voltage between S terminals S1 and S2 = VS1S2 The voltage between the S terminal S1 and the L terminal L2 = VS1L2
2 2 2
( V SN + V LN V S 1 L 1 ) = arc cos ------------------------------------------------------------( 2 V SN V LN ) The phase angle is advanced if VS1S2 > VS1L2 and retarded if VS1L2 > VS1S2.
(18)
11. Tolerances
11.1 General
The tolerances should be as in IEEE Std C57.12.00-2000, unless otherwise specied here or agreed between purchaser and manufacturer.
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IEEE Std C57.135-2001
11.2 Tolerances for ratio of series and main units

For two-core PSTs the voltage ratios of the series or of the main unit is a design parameter, as the leads corresponding to those windings are not usually brought out. For PSTs with constant modulus shift such as described in 4.5.2, even if a tertiary winding is specied or necessary, it is not practical to guarantee a constant voltage ratio as the no-load voltage is subject to change depending on the phase-angle shift.
11.3 Tolerance for phase angle and impedance

Phase angle and impedance tolerance will be in accordance with IEEE Std C57.12.00-2000 for twowinding transformers. In cases where the circulating current must be minimized or where units will be paralleled, the angle and impedance tolerances should be established by agreement between the user and the manufacturer. 11.3.1 Tolerance for phase angle The tolerance for phase-angle shift at no-load on all tap positions should be within 1% of the respective rated phase-angle shift. 11.3.2 Tolerance for impedance The impedance should lie within an envelope specifying a minimum and a maximum over the full tapping range. The user and manufacturer shall agree on the tolerance.
12. Bid document checklist

The following is a checklist on what should be covered in a bid specication for a PST document that is not normally included in a typical transformer bid document. This list should not be considered all-inclusive, but used only as a guide. It should also be noted that no technical denitions, detailed requirements, or standards are given in this clause, but that this type of detailed information will be found in the other referenced clauses.
12.1 Nontechnical information

The following nontechnical information should be presented in the commercial part of the bid document. The buyer should state in the bid document if they will or will not employ the suppliers installation supervisor.
12.2 Technical information

The following technical information should be specied for the PST by the user in the technical specication clause of the tender document. 12.2.1 Equipment options required The various phase angle regulations and power ratings that are being requested by the buyer for consideration should be clearly dened. The buyer can also specify the phase angle for a certain power factor.
29
IEEE Std C57.135-2001
12.2.2 Special overload conditions With respect to 4.8.4 and 5.15.3 of this guide, the required overload condition and the kind of operation (advance or retard phase angle) should be clearly stated. Especially for the retard phase-angle operation, overload requirements may have a large impact on the size of the PST. 12.2.3 Tap-changer requirements The following detailed tap-changer requirements should be specied: The number of load tap-changer positions. The maximum phase shift under load and no-load conditions. Any anticipated short term rating beyond nameplate. The impedance requirements at various tap-changer positions.
See 4.6 for additional details. 12.2.4 Grounding requirements The grounding requirements for the transformer core(s), neutral, and the tank(s) should be specied.
12.3 Special requirements or conditions

Special requirements or conditions should be specied for the PST supplier in the technical specication clause of the bid document. 12.3.1 Size and weight restrictions Any size or weight restrictions of the roadway, the structures on the roadway, or the site should be specied by the user, but it is up to the supplier to verify this information. 12.3.2 Cooling method and radiator type preferred The acceptable cooling methods and the type of radiator or cooler installation desired should be specied. 12.3.3 Preferred main tank construction The type of tanks and the type of construction preferred for them, plus any special requirements desired, such as split-tanks, plus a exible connection between them should be specied. See 7.2.1 for additional information. 12.3.4 Testing requirements The following testing requirements should be specied by the user and a test report required for each of them: Special lightning impulse test Special switching impulse test
See 10.2 for additional information.
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IEEE Std C57.135-2001
12.4 Additional information

Additional pertinent information should be supplied to the PST supplier in an annex of the tender document. Any special or internal company standards that the buyer wishes the supplier to meet or follow should be included in an annex of the bid document.
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IEEE Std C57.135-2001
Annex A
(informative)
Bibliography
[B1] Applied Protective Relaying, Westinghouse Electric Corporation, Coral Springs, Florida, pp. 822, 1982. [B2] Bladow, J., and Montoya, A., Experiences with Parallel EHV Phase Shifting Transformers, IEEE Transactions on Power Delivery, Transaction No. 91 WM 020-8 PWRD, pp. 10961100, Jul. 1991. [B3] Blume, L. F., et al., Transformer Engineering, Ch. XIV. NY: John Wiley & Sons, 1951, pp. 399402. [B4] Brown, F. B, Frere, G. R., Lundquist, T. G., et.al, The First 525 kV Phase Shifting Transformer Conception to Service, Doble Proceedings of the Sixty-Fourth Annual Conference of Doble Clients, 1997. [B5] Central Station Engineers, Electrical Transmission and Distribution Reference Book, 4th ed, Chapter 5, Part XIII, Westinghouse Electric Corp., East Pittsburgh, Pennsylvania, 1964, pp. 122124. [B6] Cochrane, I. C., Effects of Supply, Converter and Load Variabilities on Harmonic Mitigation Using a Phase-Shifting Transformer, Proceedings of the 29th Universities Power Engineering Conference, Sep. 1994. [B7] Haberl, H. W., and Morehouse, C. E., Phase Angle Control Benets Power System Inter-connection, IEEE Conference Paper #CP58-883, Mar. 25, 1958. [B8] Ibrahim, M. A., and Stacom, F. P., Phase Angle Regulating Transformer Protection, IEEE Transactions on Power Delivery, vol. 9, no. 1, pp. 394413, Jan. 1994. [B9] Ibrahim, M. A., and Stacom, F. P., Protection of the East Garden City 345 kV Phase Angle Regulating Transformers, 46th Annual Georgia Tech Protective Relaying Conference, Atlanta, GA, Apr. 29May 1, 1992. [B10] IEEE 100, The Authoritative Dictionary of IEEE Standards Terms, Seventh Edition. [B11] Kraemer, A., and Ruff, J., Transformer for Phase Angle Regulation Considering the Selection of OnLoad Tap-Changers, IEEE Transaction on Power Delivery, vol. 13, no. 2, pp. 518525, Apr. 1998. [B12] Lee, K., and Poon, K., Statistical Switching Overvoltage Analysis of the First B. C. Hydro Phase Shifting Transformer Using the Electromagnetic Transient Program, IEEE Transactions on Power Systems, vol. 5, no. 4, pp. 10541060, Nov. 1990. [B13] Li, H. J., Protective Relaying for Phase Angle Regulator, Western Protective Relay Conference, Spokane, WA, Oct. 2022, 1975. [B14] Linhe, S., and Spencer, L. B., Representation of Phase-Shifting Transformers on AC Network Analyzers, IEEE Transactions on Power Apparatus and Systems, Part III, vol. 80, pp. 374379, Aug. 1961. [B15] MacDonald, J., Current Activities in Flexible AC Transmission Systems, 92-TH0465-5 PWR, Apr. 1992.
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IEEE Std C57.135-2001
[B16] MacDonald, J., Present Phase-Angle Regulating Transformer Technology, ABB Power T&D Company, Inc., Muncie, Indiana, Sep. 24, 1991. [B17] March, W. Jr., and Smith, H. S., Parallel Phase Shifters Require Special Protection, Transmission & Distribution, vol. 39, no. 8, pp. 4649, Aug. 1987. [B18] Mihalic, R., and Zunko, P., Phase-Shifting TransformerA Tool for Fast Load Flow Control in Electric Power Systems, Elektrotehniski Vestnik, vol. 62, no. 2, pp. 9196, Feb. 1995. [B19] Mihalic, R., and Zunko, P., Phase-Shifting Transformers with Fixed Phase Between Terminal Voltage and Voltage Boost: Tools for Transient Stability Margin Enhancement, IEEE Proceedings Generating, Transmission and Distribution, vol. 142, no. 3, pp. 257262, May 1995. [B20] Patel, B. K., Smith, H. S., Hewes, T. S., Jr., Marsh, W. J., Application of Phase Shifting Transformers for Dainiel-McKnight 500-kV Interconnection, IEEE Transactions on Power Delivery, vol. PWRD-1, no. 3, pp. 167173, Jul. 1986. [B21] Phase Shifters Control Power FlowsElectrical World, vol. 179, no. 3, NY: McGraw-Hill Inc., Feb. 1, 1973, p. 48. [B22] Plumptre, P. F., Nelway Substation Phase Shifting Transformer Protection, Western Protective Relay Conference, Spokane, WA, p. 5, Oct. 2325, 1990. [B23] Sen, P. K., and Craig, B. R., Application and Protection Considerations of Large Phase Shifting Transformers, Proceedings of the American Power Conference, vol. 51, pp. 7, 442447, Apr. 1989. [B24] Trummer, E. R., Phase-Shifting Transformer Principles, APDA Meeting, May 2, 1995. [B25] Trummer, E. R., Transformers Principles, PEA Electrical Equipment Committee Presentation, Winter 1995 Meeting, Feb. 1995. [B26] Xing, K., and Kusic, G., Damping Subsynchronous Resonance by Phase Shifters, IEEE Transactions on Energy Conversion, vol. 4, issue 3, pp. 344350, Sept. 1989.
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IEEE Std Std C57.135-2001
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IEEE Std C57.

IEEE Guide for the Application, Specification, and Testing of Phase-ShiftingTransformers

IEEE Power Engineering Society

Print: SH94968 PDF: SS94968

IEEE Std C57.135-2001

Transformers Committee of the IEEE Power Engineering Society

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IEEE-SA Trademark Usage/Compliance Statement

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Short-circuit characteristics ............................................................................................................... 23 8.1 Short circuit requirements.......................................................................................................... 23

Testing of PSTs.................................................................................................................................. 27 10.1 General....................................................................................................................................... 27

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IEEE Std C57.135-2001

IEEE GUIDE FOR THE APPLICATION,

numbers in brackets correspond to those of the bibliography in Annex A.

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SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS

IEEE Std C57.135-2001

Copyright 2002 IEEE. All rights reserved.

IEEE Std C57.135-2001

IEEE GUIDE FOR THE APPLICATION,

4. Application and theory of PSTs

4.2 Basic principle of applicationadvanced and retard phase angle

I 1 *Z 1 > I 2 *Z 2 Retard : V L * lagsV S

Figure 1Load-side power factor of 1 I 2 Z 2 V = I 1 I 1 V = I 2 Z 2 I 1 Z 1 (1)

Copyright 2002 IEEE. All rights reserved.

SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS

IEEE Std C57.135-2001

Figure 2Advanced phase-shifting angle

4.3 The PST under load

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IEEE Std C57.135-2001

IEEE GUIDE FOR THE APPLICATION,

4.4 Power transfer

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SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS

IEEE Std C57.135-2001

Copyright 2002 IEEE. All rights reserved.

IEEE Std C57.135-2001

IEEE GUIDE FOR THE APPLICATION,

Figure 5Variation of additional power ow with the PST angle

4.5 Types of PSTs

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SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS

IEEE Std C57.135-2001

Figure 7aPhasor diagrams for no-load condition V 1 V S 1 = V 10 + --------2 V 1 V L 1 = V 10 --------2 V = V 20 V 30

(13) (14) (15)

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IEEE Std C57.135-2001

IEEE GUIDE FOR THE APPLICATION,

The rated throughput power of the PST is shown in Equation (7). P s = 3 V 1 I L1

Figure 7bPST with half tap winding

Copyright 2002 IEEE. All rights reserved.

SPECIFICATION, AND TESTING OF PHASE-SHIFTING TRANSFORMERS

I 1 Z 1 > I 2 Z 2 Retard : V L * lagsV S