How To Test Directional Relays

Testing Directional Overcurrent Relays
In the previous post about Directional Overcurrent relay (67) testing (Finding the Direction in
Directional Overcurrent Relays), we reviewed Directional Overcurrent protection from a system
perspective to enhance the descriptions in The Relay Testing Handbook: Principles and
Practice. We’ll be looking at Directional Overcurrent relays from a testing perspective in this
post.
Successful Directional Overcurrent tests have three parts:
1. Your current must be above the pickup setting.
2. Your current must be in the correct direction.
3. You must have a polarizing signal.
A traditional relay tester, or automated testing software, will often apply a test scenario
like the following:
Channel Magnitude Angle Instruction
Raise until
Ia > Pickup setting 0° (default) pickup
This test plan may work depending on the sophistication of the relay, but there’s a pretty
good chance that the pickup tests will work, and the timing test will fail. In this scenario,
you might get frustrated and start disabling the directional function, or start looking for
the non-directional relay definitions so you can map them to a test output. Let’s take a
closer look at your test plan before you, or your test software, head down that path.
Based on the drawing of your test plan, it looks like you’ve met the first two criteria for a
successful Directional Overcurrent test:
1. The current is greater than the pickup setting.
2. The current is in the tripping direction. (Not in the shaded area)
But do you have a polarizing signal?
Testing Directional Overcurrent Relays That Use Phase-to-Phase

References
Imagine that I asked you for directions to your favorite restaurant after dark. You could
give me directions like, “If you head north for ten blocks and then east for three blocks,
you’ll find the best BBQ in the county.” Your directions are perfect, but I’ll be hungry until
I find a compass or someone to give me a reference like, “North is that way”. However,
if you said, “Turn right for ten blocks and then turn right for three more blocks”, I’ll be
eating the best BBQ in no time.
Directional relays need a reference to work correctly, and that reference is called the
polarizing signal. The Directional Overcurrent element needs a polarizing signal to
operate reliably; otherwise anything could happen depending of the sophistication of the
relay.
Most electro-mechanical relays, and GE relays like the one from The Relay Testing
Handbook example, use the phase-phase voltage from the two un-faulted phases as a
polarizing signal. You could drive yourself crazy trying to figure out how to apply the test
and phasor diagrams from older relay manuals to modern test-sets.
Or you can test all relays that use the un-faulted voltages as a polarizing signal by
simply applying three-phase balanced voltages as shown in this phasor diagram from
the previous post. We added the B-C phase-phase voltage to the drawing, which is the
polarizing voltage this style of relay uses.
If we rotate the standard phasor diagram by 90° and add the same labeling used by the
relay bulletin drawings, we can see that simply adding voltage will allow us to
successfully test every relay of this type.
Ia > Pickup setting 0° (default) Raise until pickup
Va Nominal V 0°
Vb Nominal V -120°
Vc Nominal V 120°
Testing Directional Overcurrent Relays That Use Negative

Sequence References
Unfortunately, not every relay uses phase-phase voltages as a polarizing signal. Some
relays use the negative sequence voltage as the polarizing signal. Negative sequence
voltage can be simplified to mean unbalanced voltage (You can get more information in
the Sequence Components section of The Relay Testing Handbook: Principles and
Practice). Are the voltages unbalanced in the previous test plan?
You can tell by graphically adding the three voltages together, or with the negative
sequence formula.
The negative sequence, or unbalance voltage, is zero in a balanced system. Therefore,

our previous test plan will not have a polarizing signal on relays that use negative
sequence polarizing.
We can fix this problem by thinking about what happens during a phase-to-ground fault.
 What happens to the faulted voltage? The faulted voltage will drop; how much it drops
depends on the severity of the fault. The worst possible fault would drop the fault voltage to near
zero, but most faults won’t be that severe. We can cut the faulted voltage in half to simulate a
phase-to-ground fault.
 What happens to the faulted current? The faulted currents will jump to a higher value, and we
know from the relay settings how much current we need for the relay to detect a fault. Set the
fault current at least 110% of the relay’s pickup setting.
 What happens to the other voltages and currents that aren’t faulted? They would change
slightly during a real fault, but you would need some modelling software to figure out how much.
We can assume that they don’t move, like textbooks do, for testing purposes.
If we alter our test plan to better simulate a fault, it would look like the revised plan
below.
Ia > Pickup setting 0° (default) Raise until pickup
Va One-half V 0°
Vb Nominal V -120°
Vc Nominal V 120°
A plan to Test any Directional Overcurrent

Relay
Now our Directional Overcurrent (67) test plan looks like the following drawing where we
start with the raw currents and voltages, calculate the non-faulted phase-to-phase
voltage, and plot the operating current and polarizing signal, which in this case is VBC.
This test plan has a good chance of being successful because we have an operating
signal and a polarizing signal.
These drawings look at the same test plan for a Directional Overcurrent (67) element
that uses negative sequence voltage. We start with the raw currents and voltages, then
calculate the negative sequence voltage, and then plot the operating current and
polarizing signal (V2). This test plan has a good chance of being successful because we
have an operating signal and a polarizing signal.
We appear to be in good shape for most Directional Overcurrent (67) applications.

However, there will be times when this test plan will not work. What are the odds that a
phase-to-ground fault will be 100% resistive? The answer is never. Actually, there
are almost no purely resistive systems as we discussed in the previous article, so our
test current at zero degrees can cause problems, especially near generation systems
like wind farms that can have crazy characteristics or very high voltage (>115kV)
applications. Some relays have an operating characteristic like the following picture:
Notice that our test current is right on the edge of the reverse direction. This means that
it is a coin toss whether the relay will operate or not. We can ensure the relay always
operates by setting the faulted current to a fault angle that would happen in the system.
You can choose a good fault angle using one of these methods:
 Most modern relays have a positive sequence angle setting that defines the expected fault
angle. Set the fault angle to that setting.
 If you have a good understanding of fault characteristics, you could guess the fault angles.
o A very high voltage system (>115kV) will have a characteristic near 90 degrees, so you could
safely choose a fault angle of 87°.
o A high voltage system (>69kV) will have a fault angle closer to 75°.
o A distribution system (>34kv) will have a fault angle closer to 60°.
o A medium voltage system will have a fault angle closer to 45°.
 You can never go wrong with a fault angle of 60° or 75°. This is what electro-mechanical relays
used because their options were limited and they needed a good average.
Our test will work for all common characteristic angles if we modify it to include the
phase angle during a fault.
Ia > Pickup setting 75° (or fault angle) Raise until pickup
Va One-half V 0°
Vb Nominal V -120°
Vc Nominal V 120°
Directional Overcurrent Relay Test Plan Summary
Testing Directional Overcurrent (67) elements is almost as simple as testing standard
Overcurrent (50/51) elements as long as you properly simulate a fault. I used to
occasionally run into problems when testing Directional Overcurrent (67) elements using
traditional testing techniques. I would spend a lot of unnecessary time trying to figure
what went wrong as I said to myself, “I know I’m doing it right, why won’t this relay work
right!!!” Now I always follow these steps before running any test:
 Connect all currents and voltages
 Choose the fault type to apply
 Apply nominal balanced three-phase voltages
 Cut the fault voltage in half
 Raise the fault current more than 110% of the pickup setting
 Make sure the fault current lags the fault voltage by the fault angle or 75°
Modern testing equipment makes this easy, which means you can spend more time
understanding the application so you can become a true relay testing craftsman.
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Happy Testing!

How To Test Directional Relays

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Testing Directional Overcurrent Relays

1. Your current must be above the pickup setting.

2. Your current must be in the correct direction.

3. You must have a polarizing signal.

Channel Magnitude Angle Instruction

1. The current is greater than the pickup setting.

2. The current is in the tripping direction. (Not in the shaded area)

But do you have a polarizing signal?

Testing Directional Overcurrent Relays That Use Phase-to-Phase

Channel Magnitude Angle Instruction

Ia > Pickup setting 0° (default) Raise until pickup

Testing Directional Overcurrent Relays That Use Negative

The negative sequence, or unbalance voltage, is zero in a balanced system. Therefore,

Ia > Pickup setting 0° (default) Raise until pickup

A plan to Test any Directional Overcurrent

We appear to be in good shape for most Directional Overcurrent (67) applications.

o A distribution system (>34kv) will have a fault angle closer to 60°.

o A medium voltage system will have a fault angle closer to 45°.

 Choose the fault type to apply

 Apply nominal balanced three-phase voltages

 Cut the fault voltage in half

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