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Reference Information

Key information from reference documents and guides (e.g.) or succinct descriptions of concepts (e.g. what is risk and how do I visualize it)

Circuit Breaker Mechanism Maintenance Guides Mechanism-specific maintenance supplements to serve as training tools for field personnel. Topics include proper disassembly, cleaning, lubrication, and reassembly. The library is updated with new guides every year.

Circuit Breaker Guidebook Development

EPRI is developing the Circuit Breaker Guidebook as a state of the art and best practices guide to power circuit breaker operation, condition monitoring and diagnostics, and maintenance. Ultimately, the Guidebook will provide utilities with a resource for circuit breakers similar in scope to EPRI’s Copper Book for transformers. The report presents the multiyear development approach, a proposed table of contents, drafts of eight initial technical chapters, and the status of ongoing development

1 - Circuit Breaker Reference Guide

High-voltage circuit breakers perform essential protection and control functions on power transmission networks. A breaker’s failure to operate as required can result in equipment damage, increased system disturbance and loss of load. Utilities have been maintaining circuit breakers reliably for many years. However, the task has grown increasingly challenging due to several factors, including the aging breaker population, the loss of subject matter expertise and experienced personnel familiar with breaker operation and maintenance; and a challenging business environment.

Although the industry need for information on all aspects of breaker ownership has never been greater, there is no comprehensive text that covers the subject from a utility perspective.To meet this need, EPRI is developing the Circuit Breaker Guidebook as a state of the art and best practices guide to power circuit breaker operation, condition monitoring and diagnostics, and maintenance. Ultimately, the Guidebook will provide utilities with a resource for circuit breakers similar in scope to EPRI’s Copper Book for transformers.The report presents the multiyear development approach, a proposed table of contents, drafts of eight initial technical chapters, and the status of ongoing development. This 2023 update includes additions to the Specifications and Procurement chapter and a new chapter, Transmission Circuit Breaker Installation.

1.1 - Chapter 1 - Introduction and Overview

Introduction to the Circuit Breaker Refrence Guide (2023 Update)

The Need for a Comprehensive Reference on Power Circuit Breakers

High-voltage circuit breakers perform essential protection and control functions on power transmission networks. A breaker’s failure to operate as required can result in equipment damage, increased system disturbance and loss of load.

Utilities have been maintaining circuit breakers reliably for many years. However, the task has grown increasingly difficult due to several factors:

  • The circuit breaker population is aging

  • Utilities are losing subject matter experts and experienced personnel familiar with operations and maintenance.

  • A challenging business environment compels utilities to maintain high levels of equipment performance and service reliability with smaller staff and leaner budgets—to “do more with less.”

Although the industry need for information on all aspects of breaker ownership has never been greater, there is no comprehensive text that covers the subject from a utility perspective.

A New Reference

Through more than two decades of research and development, EPRI has amassed a large knowledge base of information on circuit breakers that is documented in a series of technical reports. In 2013 EPRI began developing a single reference book that would organize this information, and information from other pertinent sources, into unified sections so that utility engineers could more readily find all the information they require on high voltage breakers in a single location.

When completed, the Circuit Breaker Guidebook will provide a comprehensive compendium of information for utility personnel—from subject matter experts to new hires—involved in circuit breaker inspection, lubrication, maintenance, and lifecycle management.

The new guide is being developed to cover all aspects of circuit breaker ownership from a life management perspective and utilizes the latest analytical asset management techniques.

This report presents:

  1. The development approach

  2. Proposed table of contents

  3. Draft chapters written to date:

    • Circuit breaker fundamentals

    • Circuit breaker diagnostics

    • Investigating and understanding circuit breaker problems and failures

    • Circuit breaker lubrication

    • Pump and compressor maintenance

    • Evaluation of cleaners for SF6 circuit breaker interrupters

    • Transmission circuit breaker specification and procurement

    • Installation

    • Status of ongoing development

Approach

The approach for developing the Circuit Breaker Guidebook follows the same process and philosophy used to develop other EPRI references that have become industry standards and are commonly referred to by the color of their covers. Among these are the Power Transformer Guidebook (the Copper Book), the Overhead Transmission Line Reference Book (the Red Book) and the Increased Power Flow Guidebook (the Violet Book).

The development process is a multiyear effort in which chapters are planned to be added as available under continuous utility guidance and review. The process is illustrated in Figure 1-1 using the Copper Book as an example.

Figure 1-1: Guidebook Development Process

Utility Guidance

EPRI member utilities guide the development through an ad hoc steering committee and team of reviewers who work in collaboration with EPRI and industry experts. Collectively, these utility, EPRI and industry experts comprise the book’s editorial team.

The utility advisers guide the overall effort including defining the scope, level of detail, and the chapter development priority. Reviewers read through a given chapter and comment (red-line) as appropriate. For example:

  • Sections with insufficient information

  • Topic omitted completely

  • Contains errors

  • Not appropriate for the chapter

  • Suggest authors

  • Add material (in coordination with the editorial team).

Proposed Contents

Based on input from the advisers, a proposed table of contents has been developed, and is presented below.

The individual chapters of the Guidebook are laid out in a natural order in terms of when activities would occur in the life of a circuit breaker. Because of this, information on any particular subject could be found in several different chapters.

1. INTRODUCTION

2. BACKGROUND

3. OBJECTIVES

4. CIRCUIT BREAKER FUNDAMENTALS

Introduction

Interruption Theory

Interruption Media

  • Air

  • Oil

  • SF6 Gas

  • Vacuum

Live Tank and Dead Tank Circuit Breakers

Outdoor, Metal-Enclosed and Metal-Clad Circuit Breakers

Operating Mechanisms

  • Solenoid

  • Spring

  • Pneumatic

  • Hydraulic

  • Magnetic

  • Gang-operated Mechanisms

  • Independent-pole-operated Mechanisms

Bushings

Current Transformers

Protective Relays and Control

5. CIRCUIT BREAKER TYPES

Oil Circuit Breakers

Air-Magnetic Circuit Breakers

Air-Blast Circuit Breakers

SF6 Gas-Blast (Dual Pressure) Circuit Breakers

SF6 Puffer and Self-blast (Single Pressure) Circuit Breakers

Vacuum Circuit Breakers

6. CIRCUIT BREAKER APPLICATION AND TESTING

Capacitor Banks

  • Synchronous Closing Generator Breakers

Reactors

  • Synchronous Closing

7. SPECIFICATION

Basic Design

  • Voltage Rating

  • BIL

  • Interruption kVA

  • Trip cycle

  • Interruption medium

Specific Design Feature

  • Control circuit voltage

  • Anti-pump design

  • Trip monitoring circuit

  • Differential trip if not gang operated

  • Counter reading

  • Compressor running, hydraulic pump counter, pressure alarms, etc.

  • Type of piping used for gas or air systems.

  • Heaters

  • Control cabinet weather seals ventilation, animal guard etc.

Maintainability

  • Dead tank as opposed to live tank

  • Cost differential to perform maintenance.

  • Special tools for inspection,

  • Training videos valuing schematics maintenance access ports, etc.

  • Gas fitting, quick contact where possible specific manufacturers.

  • Gas filling and evacuation dynamic schematics

  • Type of entrance bushing: porcelain or compound.

  • Used for telemetry or relaying/protection system

  • Current transformer

  • Sealing system: type of O-rings, sealants, etc.

8. CIRCUIT BREAKER MAINTENANCE

Overview

Factory Testing

Installation

Commissioning Testing

Periodic Visual Inspection

Periodic Diagnostic Testing

Investigative Testing

Internal Inspection

On-line Monitors

Time-Based Maintenance

Condition-Based Maintenance

Maintenance Procedures

9. CIRCUIT BREAKER DIAGNOSTIC TESTING

Established Diagnostic Tests

  • Timing

  • Travel and Velocity

  • Static Contact Resistance Measurement

  • Power Factor

  • Hi-Pot Testing

  • Oil Dielectric Breakdown

  • Dissolved Gas in Oil Analysis

  • Moisture in Oil Analysis

  • SF6 Gas Analysis Tests

    • SF6 Gas Moisture Content

    • SF6 Gas Purity

    • SF6 Gas By-product Analysis

Non-established Diagnostic Tests

  • First Trip

  • Dynamic Contact Resistance Measurement

  • Detection of Acoustic Emissions from Partial Discharge

  • Vibration

  • Radiography (X-ray) of Contacts

  • articles and Metals in Oil Analysis

10. CIRCUIT BREAKER LUBRICATION

Introduction

Lubrication Basics

  • Types of Lubricants

  • NLGI Grade

  • Preparation and Planning

  • Tools and Work Area

  • Correct Lubricants, Penetrants and Cleaners for Each Application

  • Lubrication versus Rejuvenation

  • Inspection and Diagnosis

  • Deteriorated Sealant: Examples

  • Cleaning and Removal

  • Inspection after Cleaning

  • Applying Lubricants

  • Grease Compatibility

  • Trip Latches and Trip Bearings

  • O-Rings

  • Gaskets

  • Gears and Chains

  • Electric Contacts

  • Sliding Surfaces: Control Valves

  • Sliding Surfaces: Control Valve Armatures

  • Sliding Surfaces: Pistons

  • Threaded Connections

11. COMPRESSOR MAINTENANCE AND LUBRICATION

Introduction

Impact of Compressor Design

  • Compressor Configurations: Single and Two Stage

  • Recommended Compressor Lubricants

  • Gas Compressors

  • Oil Compatibility

  • Oxidation of Oil

  • Compressor Maintenance

Maintenance and Troubleshooting One and Two Stage Compressors

Maintenance and Troubleshooting Four Stage Compressors

Shelf Life versus Service Life

Glossary of Lubrication Terms

12. CIRCUIT BREAKER CONDITION ASSESSMENT

Overview

Component Deterioration Factors

  • Time

  • Environment

  • Switching Operations

  • Fault Interruptions

  • Design and Manufacturing

  • Improper Maintenance

Component Condition Assessment Metrics

  • Contacts and Interrupters

  • Dielectric Media

  • Bushings

  • Operating Mechanisms

  • Current Transformers

  • Protective Relays and Control

  • Control Cables and Conduit Systems

  • Foundations

  • Disconnect Switches

  • Condition Assessment Ranking Model

13. INVESTIGATING AND UNDERSTANDING CIRCUIT BREAKER PROBLEMS AND FAILURES

Introduction and Overview

Definitions

Failure Characteristics

Failure Modes, Effects and Causes

Problems

Investigations

Failure Investigation Examples

14. CIRCUIT BREAKER ASSET MANAGEMENT

Overview

Condition of Circuit Breaker

Age of Circuit Breaker

Criticality of Circuit Breaker

Availability of Replacement Parts for Maintenance

Availability of Skilled Labor for Maintenance

Retire Circuit Breaker, Replace With New

Retire Circuit Breaker, Do Not Replace

Refurbish or Upgrade Circuit Breaker

Retain Circuit Breaker without Refurbishment or Upgrade

1.2 - Chapter 2 - Circuit Breaker Fundamentals

Introduction

This chapter presents a basic introduction to power circuit breakers, including:

  • Interruption theory
    • Operating Mechanisms
    • Insulating Media
    • Trouble and Failure Modes
    • Life-Limiting Factors
    • Specifics of Circuit Breaker Interruption
  • Oil circuit breakers
  • Air-blast circuit breakers
  • Air and SF6 compressors and their associated air and gas systems

Interruption Theory

A power circuit breaker is a device for making, maintaining, and breaking (interrupting) an electrical circuit between separable contacts under both load and fault conditions.

Interruption of electrical circuits has been a necessary part of electric utility systems since the first use of electricity. Initially, this interruption was achieved simply by separating the contacts in air. As current levels became higher, arcing between the opening contacts presented greater problems that required the development of methods to deal with plasma arcs that occur during the opening process. The problem is more severe during faults or short-circuits, at which times rapid, practically instantaneous, interruption of current is necessary as a protective measure for the connected apparatus and system security.

By the late 1920s, all principal methods of arc interruption had been developed with the exception of the SF6 types, which came into being in the late 1950s. Oil, air-magnetic, air-blast, and vacuum methods were all in use by 1930. Many of the principles of these first modern breakers are still used in today’s more highly developed breaker designs.

Basics of Circuit Breaker Interruption

When a switching-device conducting alternating current is in the act of opening, an arc is formed. The arc commences as the last metal-to-metal electrical contacts separate. An arc is a conductor. A number of factors must work together to extinguish an arc and interrupt a circuit. These factors include velocity, distance, cooling, current zero, and dielectric strength.

Velocity. The speed at which the circuit breaker contacts separate is an important part of circuit interruption. The faster the contacts separate, the less time the arc has to heat the space and other materials between the parting contacts, thereby reducing the conducting ability of the space. The slower the movement of the moving contact, the greater the ability of the arc to maintain itself.

Distance. As the distance increases between the contacts as they open the arc is stretched. As the arc stretches, the voltage, termed the arc-voltage, attempts to maintain current flow, but with the increasing distance of the parting contacts, the arc becomes more vulnerable to the other factors mentioned.

Cooling. Interrupter cooling is a physical effect that removes heat created by an arc within a circuit breaker interrupter. Increasing the temperature of gases causes them to become more conductive.

Therefore, cooling methods such as introducing forced air, gas, or insulating oil into the area of the arc are important to arc extinction.

Current Zero. Alternating current changes polarity, from positive to negative or negative to positive, 120 times a second in a 60-Hz (cycle) sine wave (100 at 50 Hz). At the time the polarity changes, there is no flow of current. The instant an arc ceases is termed “current zero.” This provides the opportunity for interrupting the arc.

Dielectric strength. Dielectric strength is the ability of an insulating medium to withstand a given voltage over a given distance without conducting. As previously mentioned, circuit breakers utilize different interrupting media of varying dielectric strengths. The dielectric strength of insulating oil is many times greater than that of air at atmospheric pressure; however, the dielectric strength of air (as well as other gases) increases when pressurized. The dielectric strength of a hard vacuum also exceeds the dielectric strength of air at atmospheric pressure.

When, at a current zero, a circuit breaker attempts to interrupt either load or fault current, a voltage is generated across the open contacts of the circuit breaker to oppose this change in current. This voltage, the transient recovery voltage (TRV), is equal to the difference in the voltages on the load side and source side of the circuit breaker after the breaker contacts have parted and the current interrupted. The wave shape and magnitudes of these voltages depend on the system configuration both before and immediately after the contacts open and the current ceased.

As the contacts continue to open, the distance between them increases, stretching the arc. The stretching and cooling enables the arc to be quenched at current zero. As the contacts continue to move (open), the arc extinguishes at each current zero crossing. The arc will remain extinguished if the improving dielectric strength of the medium between the contacts is greater than the rising voltage across the open contacts.

If the dielectric strength across the contacts is not sufficient to withstand this voltage, a re-ignition will occur and the arc will be reestablished. At the next zero crossing, the arc will again extinguish and, dependent on the type of circuit breaker, this process will continue until the dielectric strength necessary to withstand the voltage across the distance between the parted contacts is reestablished. Modern designs interrupt within two, sometimes three, zero crossings following the contacts parting and they have no capability beyond this. Figure 2-1 shows the relative dielectric strengths of oil, air, and SF6.

The heart of the circuit-breaker is the interrupter. When the circuit-breaker contacts open, the interrupter

  • Interrupts the path of the resulting arc and
  • Directs the interrupting medium (oil/air/gas) to cool and replace the arc column.

In this way it extinguishes the arc at a current zero after contact separation. The exact manner in which circuit breakers and other switching devices achieve this is detailed elsewhere.

Operating Mechanisms

Operating mechanisms provide the power to enable the interrupter to perform the mechanical closing and opening, and hence the electrical making and breaking, function of circuit breakers. On some designs, energy from the closing operation is stored in the mechanism for the next opening operation, such as charging opening springs during the closing operation. Other designs make use of stored energy from a single source for opening as well as closing. There are four types of mechanisms used in transmission class circuit breakers:

  • solenoid mechanisms
  • spring mechanisms
  • pneumatic mechanisms
  • hydraulic mechanisms
Figure 2-1: Relative Dielectric Strengths of Oil, Air, and SF6 for a 1-cm Gap with Optimum Electrodes at 0°C

All these mechanisms are characterized as being trip-free and, usually, the control circuitry is what is termed “antipumping.”

The trip-free characteristic requires the circuit breaker to open at any instant that a trip command is issued to the unit, even if the circuit breaker is in the process of closing. To achieve this, the mechanism, interrupters and drive system must be able to withstand the forces of the sudden change of direction. In some cases a circuit breaker must reach the contact make position before it opens. In other cases, the mechanism can trip free (open) at any point during a closing operation. This mechanical travel characteristic can be checked with a timing instrument as a maintenance activity.

The antipumping characteristic signifies that the circuit–breaker will not repeatedly open and close if the electrical open and close commands are applied to the circuit-breaker simultaneously and maintained. This prevention is usually achieved within the control circuitry. The antipumping circuit in the circuit breaker requires that the electrical close command be removed before the unit can be closed a second time. This characteristic can also be checked as a maintenance testing activity.

Solenoid Mechanisms

In the solenoid type mechanism, a solenoid supplies the energy to close the circuit breaker. A spring, which is charged during the closing operation, is used to open the unit. The closing solenoid potential is supplied from either the station battery or by station ac rectified voltage. The closing and opening times of circuit breakers with this type of mechanism are quite slow, with closing times as long as 40 cycles.

This type of mechanism is the oldest (and simplest) of the four described in this subsection, but due to its relatively slow closing times it has been largely replaced with one of the other types. It is a typical mechanism type for the earlier designs of bulk oil circuit breakers, especially at the lower system voltages.

Spring Mechanisms

In the spring type of mechanism, the energy to close the circuit-breaker is stored in a large spring, which is usually compressed, but on some designs may be extended, by a motor immediately following each close operation. A smaller spring, which is charged during the closing operation, is used to open (trip) the breaker. This type of mechanism provides faster operating times than solenoid mechanisms, but has duty cycle limitations (one open-close-open cycle) due to the lack of energy storage. The motor that provides the force to charge the closing spring is usually a low-power, single-phase, ac motor, although dc motors are available. This type of mechanism is typical of the earlier designs of bulk oil circuit breakers and a few designs of SF6 single-pressure (puffer) from the 1980s. With the recent developments in SF6 interrupter technology, spring mechanisms are now more widely used. The energy demand is lowered by these interrupter improvements. In addition, spring technology and materials have improved.

Pneumatic Mechanisms

A pneumatic mechanism uses compressed air for the energy source to close, and dependent on the type, open the circuit-breaker. The mechanism is supplied with air from an air receiver tank. This tank is the energy storage reservoir and is charged by the compressed air supplied from either a local air-compressor or from a substation (switchyard) centrally located compressed air system. The reservoir normally contains enough stored air to complete several successful close-open cycle operations. To close the circuit breaker, pressurized air is directed under the mechanism’s main piston by means of a closing control valve (which is solenoid operated). Dependent on the design, the circuit breaker may be opened pneumatically (air-blast and some SF6 types) or by a spring that is charged during the closing operation (bulk oil types). Circuit breakers equipped with a pneumatic mechanism have the ability to open and close rapidly, resulting in interrupting times of 3 to 5 cycles for bulk oil types (depending on the circuit breaker type). Air-blast and SF6 types are faster. Typical air system operating pressures range from those for mechanisms for bulk oil and two-pressure SF6 circuit breakers that are at 1.03 to 2.76 MPa (150 to 400 psig), up to 3 MPa to 9 MPa (450 to 1200 psig) for the range of air-blast circuit breakers. Where used for the early designs of single-pressure SF6 the operating pressure is typically from 2.0 to 3.0 MPa (300 to 450 psig). See Figure 2-2 for a simplified flow diagram.

Air-blast breaker operating mechanisms are an integral part of the breaker. Each manufacturer uses a design unique to the specific circuit-breaker type. There are two basic air-blast concepts, and the mechanism arrangement is different for both.

The early designs are used up to 300 kV and were installed into the early 1960s, mainly from European manufacturers. These designs have series interrupters mounted on insulating supports. These interrupters are forced open by a blast of high-pressure air from the air receiver via a blast valve. The blast-valve is housed between the air-receiver tank and the base of each support insulator. A pilot valve itself operated by the opening coil initiates the blast valve operation. When these interrupters are open a separate air-motor is operated to open a switch-arm that, when fully open, provides electrical isolation (although because it cannot be locked open it is not usually used as a disconnector {disconnect switch}). When this is complete the blast valve is shut off and the interrupters are returned to the closed position by small springs incorporated into each set of contacts. The circuit breaker is closed by operation of the switch-arm air-motor only. This drives the switch-arm closed and as the interrupters are already closed this action makes the electrical circuit. It is a rapid operation and the arm and contacts are capable of making the rated short-circuit current.

Figure 2-2: Diagram of a Pneumatic System

Later designs, those developed and installed from the early to mid-1960s until the late 1970s when the single pressure SF6 designs became available, had a variety of interrupting techniques. Generally these operated by a mechanism moving a control rod system to operate a control valve mounted at each interrupter. On the larger 420 kV designs this could involve a single mechanism and 36 interrupters.

In more detail the later designs of air-blast circuit breaker operation is initiated by the energization of the appropriate open/trip or close coil. Energizing the trip coil pushes the pilot valve, which allows high-pressure air to activate the control valve. The control valve then lets the pressurized air move the actuating piston. In turn, the piston pulls or pushes the insulated operating rod (via a series of linkages, rods, and cranks) to operate the closing or opening valves in the interrupters.

A number of variations exist dependent on whether the air is used in the mechanism to move the control rods to close and open, or just close with the opening action being derived from a spring following de-latching of the control rods by a trip coil and pilot valve system.

Multiple operations are usually possible without recharging the local air system receiver (tank).

As can be seen the ways in which the interrupters are operated and the mechanism is used to close and/or open them are as varied as the circuit breakers themselves. It is interesting to note that not all air-blast circuit breakers used pneumatic mechanisms, one US manufacturer produced a limited number of air-blast breakers with a mechanism that utilized energy in a charged spring for the closing operation.

Hydraulic Mechanisms

Hydraulic mechanisms act in a manner that is similar to the later air-blast and other pneumatic designs. The circuit breaker is closed by the hydraulic system. On bulk oil and double-pressure SF6 circuit breaker types the interrupters are usually opened by a spring. Where used on single-pressure SF6, both closing and opening is by the hydraulic system. In all types the hydraulic system utilizes an energy store within an accumulator. Here the pressure on the hydraulic oil is maintained by compressing nitrogen to 20.7 to 34.5 MPa (3000 to 5000 psig) or by compressing a spring mounted behind a piston. On some designs the nitrogen is contained within a bag held within the accumulator (as illustrated in Figure 2-3), in others the accumulator is divided by a free-piston that separates the oil from the nitrogen. This piston is free to move with the changing pressure conditions within the accumulator. These mechanisms are capable of providing the circuit breaker with very short interrupting times. As with pneumatic mechanisms, sufficient energy can be stored to allow multiple open-close cycles without the pump running. See Figure 2-3 for a sample flow diagram.

Figure 2-3: Diagram of a Hydraulic System

Insulating Media

The insulating medium in a transmission circuit breaker can be oil, air, or SF6 gas. All media types perform the functions of insulation and arc interruption.

Oil

General. The use of oil as an interrupter medium has been common since the first application of circuit breakers. During the early part of this century, oil breaker design was refined and, especially in North America, quickly became the dominant circuit breaker for many years. In Europe and elsewhere it was in competition with air-blast and later minimum oil designs.

The principle behind oil circuit breakers relies on the fact that an electric arc developed across contacts immersed in oil causes the oil to decompose and release hydrogen gas. Hydrogen is known to be an excellent arc-extinguishing medium and has excellent dielectric properties. In addition hydrogen rises rapidly drawing in fresh, cool, oil from the main tank into the arcing zone.

Excessive water or carbon content reduces the dielectric strength of oil. This degrades its interrupting ability, the general dielectric strength of the whole circuit breaker and causes corrosion of metallic components. Visual inspection of a sample of the oil can be used to assess excessive water or carbon content. When moisture and/or carbon contamination is identified, it must be recognized that this can lead to trouble by contaminating the internal insulating components such as lift rod, lift rod guide, interrupters, tank liners, and phase barriers. Excessive moisture in the oil alone tends to make samples look cloudy. Carbon darkens oil to the point where the oil actually turns black. The photograph in Figure 2-4 shows oil in various stages of carbon contamination. Test tube A is oil that has been filtered for both moisture and carbon. Tubes B and C show successive degrees of carbonization, with Tube D showing oil from a breaker that has interrupted one or two fault currents. For the most highly stressed designs an oil quality test may be more appropriate than a visual inspection.

Filtration. If a breaker operates a few times a year for switching (no faults or heavy load conditions), the oil should not contain enough carbon to warrant filtering. If, however, one or more faults are interrupted, the oil could become dark immediately (see Tube D) and filtering should be planned for an early date. Abnormal visible moisture indicates a problem. Even if the dielectric breakdown test is acceptable, free moisture indicates a failure of the weatherproofing of the circuit breaker. Where seal leaks exist they must be corrected. There are filter materials for removal of water and carbon. These materials must be used separately to effectively remove both carbon and water from circuit breaker oil.

Entry Bushing Oil. Of particular concern are the bushings of bulk oil circuit breakers, especially the free breathing barrier-board type. Poor maintenance of the breathing air-way and inadequate monitoring of the oil condition, may have enabled moist air, or in the extreme, water, ingress. This moisture reduces the dielectric strength of the barrier board insulation to the extent that electrical tracking can occur which can rapidly develop into complete failure of the insulation and hence the bushing. The early signs of such failure mechanisms can be detected by dissolved gas analysis (DGA) of the oil. Oil sampling of bushings is not straightforward as a sample is required from the bottom to ensure the possible presence of water is detected. An acceptable method is to use a long tube and a syringe, although extreme care is needed to ensure that other contamination is not introduced.

Figure 2-4: Various Stages of Carbon Contamination

Compressed Air

Description. The compressed air used for operation, insulation and interruption in air-blast circuit breakers is dry air. The degree of this dryness, its relative humidity, is dependent on the design requirements of the circuit breaker and a number of measures are taken to achieve it.

In general the humidity requirements for the compressed air used for operation only, such as for bulk oil and two-pressure SF6 types, is much lower and only simple measures are taken to achieve acceptable levels in these designs.

For air-blast circuit breakers of the earliest types, it is not normal that the air is specially dried. In these designs the natural drying achieved by compression is considered sufficient and the storage and usage pressures are chosen by the manufacturer to ensure the level is adequate. Typically a ratio of approximately 2:1 between storage and usage is adequate to prevent condensation at low ambient temperature as the high-pressure air is not used for insulation, only interruption. On these early designs a low-pressure conditioning-air circuit within the porcelain enclosures of the circuit breaker prevents condensation to retain dielectric strength and this air is much drier. This being achieved by the further drop in pressure giving a ratio of the order of 60:1.

For the later designs of air-blast circuit breakers the air is used as the insulation as well as the interrupting and operating medium. For these designs a much drier air is required. This is achieved in two stages, as before with a higher storage than usage pressure, but in addition, the high-pressure air is dried before storage. The stored air is itself at 3 to 6 times the operating pressure and the air in the circuit breaker is such that condensation does not occur when the ambient temperature falls to the lowest specified value, typical -25°C (-13°F) (but other service temperatures are specified).

Sulfur Hexafluoride (SF6)

Description. Sulfur Hexafluoride (SF6) is an excellent gaseous dielectric for high-voltage power application. In its normal state SF6 is odorless, tasteless, nontoxic, non-corrosive, nonflammable, and chemically inert. SF6 serves as an insulating and arc-extinguishing media. The dielectric strength of SF6 is 2–3 times that of air (see Figure 2-1), and SF6 has high thermal stability. These properties make it useful in gas-insulated buses and compartments that contain substation electrical components. In circuit breakers, its self-healing properties enable SF6 to regenerate itself from the plasma present following arc interruption.

Unfortunately, SF6 also has properties that impact on the environment. Reflecting its stable chemistry and efficient absorption of infrared energy at certain wavelengths, it is very long-lived in the upper atmosphere (estimated to be about 3200 years). SF6 is considered the most potent of all known greenhouse gases, having a global warming potential 23,900 times greater, per molecule, than that of carbon dioxide. SF6 was among six types of greenhouse gases targeted for emissions reductions at the 1997 Kyoto Summit. In October 1998, the U.S. Environmental Protection Agency began promoting voluntary emissions prevention agreements with industries that are the largest emitters of these gases [1, 2]. Some doubt regarding the extent to which this would be pursued was introduced in 2001 when the U.S. government failed to ratify the Kyoto documentation. It is understood, however, that the electrical supply industry in the United States, like those in the international community, have recognized the problem and have continued to aim at containing SF6 and reducing losses. To this end EPRI has been active in supporting users by study, sponsorship and development work in this area.

The electric industry is the major user of SF6 [1, 2].Over 50 electric utilities have signed Memoranda of Understanding with the US EPA under which they will [3, 4]:

  • Voluntarily reduce their SF6 emissions,

  • Make a benchmark estimation of their SF6 emissions,

  • Complete an emission inventory each year,

  • Come up with strategies for replacing old equipment that is at risk of leaking SF6,

  • Develop plans to recycle SF6,

  • Train their employees in the proper handling of SF6-containing equipment, and

  • Submit annual progress reports to the US EPA.

SF6 as obtained from a commercial supplier should meet the present specification outlined in ASTM Standard D 2472 (or IEC 376-1971 as appropriate). Where re-cycled gas is to be used the quality levels identified by CIGRE 23.10.01 are considered acceptable by many users and are given here following some of the property requirements given in D 2472:

Sulfur Hexafluoride, minimum, wt %

99.8

Air, expressed as N2, maximum, wt %

0.05

Carbon tetrafluoride, maximum, wt %

0.05

Hydrolyzable fluorides, expressed as HF acidity, maximum, ppm by weight

0.3

Water content, maximum dew point, °C

-62

Corresponds to water content of 8.0 ppm by volume at 1.0135 X 105 Pa.

CIGRE Task Force 23.10.01 has developed the following standards for reuse of SF6 gas [5].

The vapor pressure characteristics of SF6 are such that at a temperature of below 10°C at a pressure of about 1.5 MPa (220 psig) the gas becomes a liquid. On the lower end of the vapor pressure curve the gas becomes a liquid at -29°C at 414 kPa (60 psig). This characteristic becomes an important consideration as the dielectric strength of the gas and its arc extinguishing density will be reduced as the gas liquefies. Circuit breakers operating at the higher pressure, and the early two-pressure types, have heaters to maintain SF6 in a gaseous state. Typically circuit breakers without heaters have an SF6 gas pressure of 0.7 MPa for a normal ambient temperature range of -25°C to +40°C (-13°F to +104°F).

SF6 Leak Detection. Leak detection of SF6 gas in electrical apparatus can be quite simple and straightforward. A refrigerator-type Freon detector can be used. This is a flameless unit that will detect leak rates as small as 1 pound (0.45 kilograms) per year. Many utilities, however, require a higher degree of detection and a variety of methods exist with the relevant degree of precision, ranging from laboratory style detectors to more robust purpose-made units designed for field use.

EPRI’s technology transfer efforts in the area of SF6safety and handling also include laser camera technology for locating the source of gas leaks. EPRI worked with the manufacturer to enhance a prototype design and make it more suitable for substation use [2]. The camera is based on CO2 laser back-scattering technology. It employs an infrared detector to identify leaks of SF6 around equipment seals, joints, and bushings. It can even identify small casting voids in solid metal walls. Because SF6 absorbs but does not emit infrared light, the laser can bounce precisely tuned infrared energy off equipment behind an SF6 leak for detection by the camera. The leak appears as an inky black plume against a lighter background on a black-and-white video display. Leak detection is given further consideration later.

Table 2-1: Properties of Common SF6 Contaminants

Contaminant

Main Origin

Deteriorating effect on

Maximum tolerable impurity levels in equipment

Impurity levels for reclaimed SF6 to be reused

Practical impurity detection
levels

Air

CF2

Handling

Switching arcs

Switching

Gas Insulation

3% vol

2% vol

< 1% vol

Humidity

Desorption from surfaces and from polymers

Surface insulation by liquid condensation

200 ppmv at 2 Mpa1

800 ppmv at 500 kPa1

4000mppmv at 100 kPa1

120 ppmv compressed to liquefaction2

320 ppmv at 500 kPa3

1600 ppmv at 100 kPa3

< 25 ppmv

< 25 ppmv

< 25 ppmv

SF4, WF6, SOF4

SOF2, SO2, HF, SO2F2

Arcing, Partial discharges

Secondary reactions

Surface insulation

Toxicity

100 ppmv

2000 ppmv

50 ppmv total7

< 10 ppmv total

CuF2, WO3, WO2F2, WOF4

AlF3

Contact erosion in switchgear

Internal arcing

Toxicity

Non-crit5

No value5

Detection not practical

Carbon

Metal dust/particles

Polymer carbonization

Mechanical wear

Surface insulation

Gas insulation

Low4

No value5

Detection not practical

Oil

Pumps and lubrication

Surface insulation

Low4

No value5

Detection not practical

1. Based on IEC 694, draft revision 1996.

2. Based on IEC 376 for new gas compressed to liquefaction at 0°C.

3. Only applicable if gas is reused at a pressure equal to or below specified reference pressure.

4. Cannot be quantified.

5. No value required, contaminant to be removed by dust filter of 1 μm pore size.

6. No value given, oil contamination has to be (and can be) avoided.

7. Or 12 ppmv SO2 + SOF2

Contamination. An SF6 system has a high degree of reliability if the purity of the gas is maintained during installation, operation, and maintenance. SF6 as received from the supplier is in a pure state and is practically free from contamination. However, in the factory some contamination may be introduced to the circuit breaker enclosure during the preparation of gas-filled components for shipment. To minimize contamination, SF6 handling procedures, usually prepared by the manufacturer, must be followed, not only in the factory but also at site whenever access is necessary for installation and maintenance purposes.

There are five principal contaminants that must be identified and reduced or eliminated: all, not only conducting, particles, moisture, oil contamination, gaseous contamination, and arc-decomposition products.

Moisture in SF6. Commercially available SF6 gas has a very low moisture content, less than 40 parts per million by volume (ppmv). But unless the circuit breaker is thoroughly evacuated before filling with SF6 gas, water molecules adhering to the solid surfaces inside the system will diffuse into the gas. A low level of moisture does not degrade the dielectric strength of the gas. However, at about 50% relative humidity, enough moisture is absorbed on the surface of the spacer insulators to decrease flashover voltage slightly. At over 90% relative humidity, a flashover across the surface of the insulators is almost certain to occur at operating voltage. Normally, gas-insulated systems are evacuated to about 26.7 Pa (0.2 mm Hg) before filling with SF6, then checked for moisture content a few days thereafter. The likelihood of excessive moisture in SF6 systems is very low. It should be recognized that the relative humidity will change with variations in temperature and pressure. The moisture content of the gas is higher in summer when ambient temperature is high, and lower in winter when more moisture adheres to solid surfaces. The acceptable moisture level is normally such that this moisture will become a frost rather than a liquid at the condensation temperature (frost-point).

Particles. Particles are a particular problem in metal-enclosed designs where the gas forms the insulating medium to earth in a highly stressed arrangement. Obviously any metallic and other clearly conducting particles are likely to cause problems where they contaminate solid insulation. Where such particles are in the form of light, long (25mm or 1 inch) slithers of materials such as aluminum then they can be lifted into the highly stressed gas gap by the electric field and cause a flash-over. This can also happen, more vigorously in fact, with similar sized plastic shavings, especially where they themselves have attracted some conducting dust.

SF6 decomposition products. SF6 is chemically inert up to 150°C and will not attack metals, plastics, and other substances commonly used in the construction of high-voltage circuit breaker components. However, at the high temperature caused by power arcs, it decomposes into various components, which are principally SF4 and SF2, together with small amounts of S2, F2, S, F, etc., which are in part corrosive to both glass and metals in the presence of moisture. The substances formed by the combination of such elements with vaporized metals appear as a whitish powder that has good insulating properties. The breaker contacts are designed with a wiping action to ensure self-cleaning of the contacts’ current-carrying surfaces.

Filters currently installed in most SF6 breakers are aimed at reducing these by-products to undetectable levels in normal service. Upon internal faulting or failure caused by arcing or corona discharge, the filters cannot effectively absorb the large amounts of SF6 decomposition products that are formed, and they reach abnormally high detectable levels. Under certain conditions, the decomposition products can be hazardous. Accordingly, all manufacturer safety procedures should be followed.

EPRI has developed a Practical Guide to SF6 Handling Practices that is intended for use as a reference in formulating utility-specific policies that will improve SF6 handling practices. Information in the guide can be adopted as-is or modified according to the circumstances of an individual utility. The contents are suggestions that should be used in conjunction with manufacturers’ recommendations, and where applicable, with national, state or provincial, and local regulations [2].

Disulfur decafluoride (S2F10) has been detected in SF6 decomposed by power arcs. S2F10 is extremely toxic; although very unstable in most situations, it may exist and hence proper precautions should always be taken to avoid contact with arc products.

Trouble and Failure Mechanisms, and Life-Limiting Factors

Trouble and Failure Mechanisms

The following is an overall summary of trouble and failure mechanisms and what have been termed the life-limiting factors for circuit breakers of rated voltages from 63 kV. The trouble and failure modes given here in table form are a summary of those reported to CIGRE (International Conference on Large High-Tension Electric Systems) from two worldwide surveys [6, 7].

See Tables 2-2 through 2-5.

Table 2-2: Major Problems and Failures

Voltages (kV)

63 to 100

100 to 200

200 to 300

300 to 500

Over 500

Total number reported

138

273

177

177

100

Mechanical problems

70.2%

62.6%

75.1%

77.1%

76.9%

Electrical problems (main circuit)

10.7%

14.7%

7.9%

6.2%

23.1%

Electrical (aux. and control circuit)

19.1%

22.7%

17.0%

16.7%

0.0%

Table 2-3: Identification of the Subassembly or Components Responsible for Major Failures

Voltages (kV)

63 to 100

100 to 200

200 to 300

300 to 500

Over 500

Total number reported

138

437

257

283

116

Components at Service Voltage

Making/breaking units

9.5%

15.8%

15.0%

11.3%

14.7%

Auxiliary interrupters (making and breaking) and resistors

0.0%

2.3%

4.2%

6.7%

15.5%

Capacitors

0.0%

1.6%

1.9%

1.1%

4.3%

Control and main valves together with other operating mechanism components

2.9%

19.0%

25.0%

21.6%

28.4%

Terminals and connections between the above subassemblies

0.0%

2.1%

0.0%

1.8%

1.7%

Main insulation to earth (including pull rods and pipes, etc.)

Ceramic components

0.0%

3.7%

2.7%

3.5%

3.4%

Non-ceramic components

1.5%

3.0%

4.2%

2.5%

0.9%

Gas/liquid insulant

0.7%

0.7%

0.0%

0.7%

0.9%

Structure (earthed)

Gas/liquid tanks

0.0%

4.3%

3.1%

6.4%

8.6%

Frame/foundation

0.0%

0.5%

0.0%

0.4%

0.0%

Housings and covers

0.0%

0.0%

0.0%

1.1%

0.0%

Electrical Control and Auxiliary Circuits

Trip and closing coils, wiring, and terminals

6.6%

5.3%

6.9%

10.6%

1.7%

Auxiliary switches and

associated drives

2.8%

4.3%

4.6%

1.8%

4.3%

Contactors, relays,

heaters, thermostats,

fuses, etc.

13.1%

6.6%

5.8%

5.6%

7.8%

Other switches

0.0%

1.6%

1.9%

2.5%

0.0%

Operating Mechanism (earthed)

Reclosers, actuating mechanisms toggles etc.

16.1%

3.7%

4.2%

6.0%

0.0%

Metallic operating rods, bell cranks and levers, etc.

11.9%

3.4%

2.7%

1.1%

1.7%

Control and main valves

11.9%

7.3%

9.6%

9.2%

3.4%

Auxiliary Plant

Compressors, motors, pumps

10.9%

5.9%

1.9%

0.7%

0.9%

Valves, gauges

2.9%

4.6%

2.7%

2.8%

1.8%

Pipe work, fittings

9.2%

4.3%

3.6%

2.6%

0.0%

Table 2-4: Minor Problems and Failures

Voltages (kV)

63 to 100

100 to 200

200 to 300

300 to 500

Over 500

Total number reported

408

561

351

266

16

Mechanical problems

88.2%

84.3%

83.6%

86.7%

90.0%

Electrical problems (main circuit)

2.4%

0.9%

4.1%

5.4%

0.0%

Electrical (aux. and control circuit)

9.4%

14.8%

12.3%

7.9%

10.0%

Table 2-5 : Identification of the Subassembly or Components Responsible for Minor Failures

Voltages (kV)

63 to 100

100 to 200

200 to 300

300 to 500

Over 500

Number of answers

409

581

359

275

17

Components at Service Voltage

Making/breaking units

4.2%

7.5%

5.7%

11.7%

0.0%

Auxiliary interrupters (mak­ing and breaking) and resistors

0.2%

0.3%

1.1%

4.5%

0.0%

Capacitors

0.0%

3.4%

2.2%

2.7%

0.0%

Control and main valves to­gether with other operating mechanism components

1.2%

10.4%

7.9%

8.6%

16.7%

Terminals and connections between the above subassemblies

0.9%

0.7%

1.4%

1.4%

0.0%

Life-Limiting Factors

Trouble and failure modes can mainly be dealt with by the normal inspection and maintenance activity or by some limited enhancement of it. In this way a circuit breaker can be kept in service. These modes do not necessarily cause the end of life of the circuit breaker however, and in general the program of maintenance/overhaul activity is only sufficient to ensure that the circuit breaker achieves the commercial book life required by the user.

Where a strict book-life replacement policy is not to be followed and life extension is sought, the criteria for the end of life have to be established. To do this a definition is required. For some transmission assets the end of life is relatively easily determined, and hence predictable, as there are no, or few, sub-components to consider, e.g. bus-bars and conductors, or they are essentially static items, e.g. cables and capacitors. For the dynamic, multi-component switching-devices, a more complex definition of end-of-life is required. The most complex air-blast circuit breakers with 36 interrupters have in excess of 20,000 component parts, of which 1500 are moving (dynamic) and 2500 items are seals in various forms. In general it is a combination of individual failure modes occurring at an increasing rate or unexpectedly on such a combination of sub-components that renders the circuit breaker, or other switching-device, increasingly unreliable. This eventually becomes an unacceptable level of unreliability rather than total failure and is taken as the end of life for such complex items. The reason is clear in that for an item of transmission plant a ‘replace on failure’ strategy cannot be supported. As the device approaches this period these events cause increasing disruption to the system and a high resource cost for the repair and maintenance commitment to keep it in service. It is recognized that this end of life is not therefore a clear, single point in time. It is more a range of ages existing for all similar assets dependent on the historic and present usage, the exposure to the natural and industrial atmospheric conditions, the strengths and weaknesses of the original design and the level and quality of the present and historic maintenance activity. This range can be characterized for the family of the generic design-type from the earliest to the latest onset of significant unreliability. To be able to estimate when these ages are likely to occur requires some knowledge and understanding of the weaknesses and the condition of the assets. The Condition Assessment process gathers such information from inspections and maintenance, condition monitoring but also from basic generic knowledge of the design types and this latter consideration is developed in this guideline as the factors that limit the further use, the life-limiting-factors. These are documented in the Replacement/Refurbishment section of this document.

Specifics of Circuit Breaker Interruption

The four different types of circuit breakers are described in more detail in the following sections. Their air and gas systems are also detailed in a separate section:

  • Oil Circuit Breakers (bulk and minimum/small oil volume)

  • Air-Blast Circuit Breakers [both early and later (pressurized-head) designs]

  • Sulfur Hexafluoride (SF6) Two-Pressure Circuit Breakers

  • Sulfur Hexafluoride (SF6) Single-Pressure (Puffer) Circuit Breakers (including Auto-puffer or Self-blast)

  • Air and SF6 Gas Systems and their Associated Compressors

Oil Circuit Breakers - Description

Introduction

Historically, bulk oil circuit breakers have been commonly used at voltages up to 230 kV, and on some systems up to 345 kV. For lower ratings—up to 69 kV—oil circuit breakers often have all three phases housed in a single tank; the higher rated units described here have three tanks, a single tank for each pole (phase). See Figure 2-5. Minimum-oil (also termed small oil volume) circuit breakers have been used at voltages up to the higher levels of transmission voltages but as they do have some application limitations, which will be dealt with later, they are mainly applied to under 170 kV. They were extensively developed during the 1960s as an alternative to the bulk oil type, with its large oil volume, and the air-blast, with its need for expensive compressed air plant. They also competed with the then new technology of the two-pressure SF6 types. Although widely used at 170 kV and below, many were found to be unreliable in service particularly when switching capacitive currents. Those designs in service that are sound have given good service and refurbishment programs exist.

Interrupter Functions

Bulk-oil. As with all circuit breakers, the interrupter is a critical part of the oil circuit breaker. The most common method of interruption used in oil circuit breakers, shown in Figure 2-6, is called by several names, e.g., crossblast or oil blast interrupter. In these designs the arc is drawn in front of a series of lateral vents often called the grid assembly. The heat of the arc vaporizes the oil in the assembly and the gases (mainly hydrogen) form a bubble that increases the pressure against the arc, finally forcing it to be blown into the grid vents.

When the pressure inside the interrupter becomes sufficiently high and the length of the arc is adequately extended at current zero, the arc is extinguished.

The arc is always confined inside a bubble of gas formed from the oil, and this bubble extends and expands through the grid vents and the surrounding shell vents to the outside of the two or more interrupter assemblies in each pole (phase). The hot gases emerging from the vents are initially still ionized. It is essential to ensure, by correct grid design, that dielectric breakdowns do not occur between the outer vents of the shell system external to the interrupter assemblies. Preventing dielectric breakdowns is particularly important for higher voltage interrupters where multiple series grid arrangements are used. It is equally important that the shell vents in the same pole (phase) tank face away from each other.

Figure 2-5: One Phase of a Typical Dead-Tank Outdoor Oil Circuit Breaker

Please note that this figure includes a silica gel drier on the breaker tank vent. In some more damp and humid locations this drier has been found to help minimize moisture accumulation; however, for most applications this has not been necessary.

Figure 2-6: Oil Circuit Breaker Interrupter

At the time the arc is being extinguished, fresh oil is drawn into the interrupter grid assembly to replace the arc-affected oil and thus cooling the arc zone and restoring the dielectric integrity of the system.

Minimum-oil (also termed small-oil volume). The principle of interruption is that of oil pump forcing clean oil into the interrupter to quench the arc. The used oil is retained within the interrupter zone limiting the number of the short-circuit clearances possible before oil maintenance/overhaul is required.

The arc is quenched in a similar manner to that of the bulk Oil design but here the cool oil is forced into the arcing chamber by a pumping action derived from the opening movement of the contact drive shaft.

The interrupter is housed inside a porcelain enclosure as a live tank design usually as a single vertical arrangement per pole (phase) on top of the mechanism and in some cases the supporting insulator column is replaced by a current transformer.

Air-Blast Circuit Breakers – Description

Introduction

Air-blast breakers were being developed in parallel with oil breakers, mainly in Europe during the 1940s and 1950s when oil was scarce. During the 1950s they were installed in many parts of the world in competition with the oil designs. There are two basic design types and for the purpose of this document they will be termed the early and the later, or pressurized-head, types.

It is the later design that formed the basis of many of the international grid systems of the mid 1960s when system voltages of 400 kV and higher and up to 4000A continuous current and 63 kA short circuit were required. Due to these ever-increasing power-system voltages, the physical size limitations of oil breakers, coupled with the large quantities of insulating oil that would be required at the higher voltages, the use of oil circuit breakers became unrealistic. Development of the existing air-blast technology was necessary. Ultimately these pressurized-head later design-types of air-blast circuit breakers ranged in voltage class from 115 to 800 kV and in interrupting rating from 40,000 to 80,000 amperes. These air-blast circuit breakers have extremely rapid interrupting times, typically opening the main contacts within 2 cycles (40ms at 50 Hz or 33.3 ms at 60 Hz) from trip initiation.

During opening operations, the early designs direct a blast of high-pressure air from a ground-mounted receiver-tank to an interrupter assembly mounted on support columns. These circuit breakers are of the ‘live tank’ type. The term “live tank” means that, with the breaker energized, the chambers containing the interrupting apparatus (the heads) will be at the potential of the system’s voltage. With the interrupters open, a separate switching arm is then rapidly opened and the interrupters re-close as the blast is shut off. The interrupters are not permanently pressurized.

Even though various designs exist the later, pressurized-head, air-blast circuit breakers are also of the “live-tank” type. On these design-types the high-pressure air is used for electrical insulation and arc extinguishing purposes, hence the term pressurized-head type.

Interruption

Early Design Types

As described above, a blast of high-pressure dry air is directed onto the interrupters. This high-pressure air is directed up a tube housed within the interrupter unit support column. It forces the interrupters open and quenches the arc at the appropriate current zero, simultaneously an air-motor is used to open a separate switch-arm to provide an open atmospheric air gap and enable the interrupters to be returned to the closed position when the air-blast is shut off. This switch-arm provides the open condition. To close the circuit breaker the air-motor is driven back to drive the switch-arm into the closed position and so make the circuit.

Later, Pressurized Head Type

These air-blast circuit breakers utilize dry air under pressure to quench the arc that is formed during an opening operation. This air is stored around the contacts within one of the numerous series heads that make up a pole (phase) of the circuit breaker. As the contacts separate and the current attempts to maintain its flow, an arc is formed. However, by design, the arc is directed in a designated course. With precision timing, a valve within the interrupting chamber opens, allowing some of the air contained within the breaker to exhaust to atmosphere directly through the path of the arc. At the opening of the blast valve, the interior of the breaker rapidly becomes somewhat depressurized. This depressurization results in a blast of air that cools the arc, forcing it away from the parting contacts and out the arc chutes or arcing tubes. The arc is eliminated by being elongated and cooled beyond its ability to maintain itself. With adequate dielectric strength between the open contacts, the exhaust valve is closed and the head re-pressurized from the local receiver.

On all air-blast circuit breakers, the interrupter heads are modular. Normally a particular interrupting head can be transferred from one position or breaker to another position or breaker if the current-carrying capacity, interrupting capability, and the accessory equipment are the same. The move could be successfully accomplished even if accessories are added, removed, or changed to meet the requirements of the new position, as long as the ratings are the same at both locations. Because of the modular design, all that is required of the manufacturer to increase the voltage of a particular type of breaker is to add the modular interrupter heads in series, within a phase, to give the breaker the desired capability. Of course, the insulation level from phase to ground has to be increased as well. Therefore, the height of the interrupter support columns and drive rods must be increased. The added height is required due to the basic insulation level necessitated by the increased voltage. Interrupter support columns are hollow ceramic insulators of high mechanical (as well as electrical) strength. The interrupter operating rods pass through the opening of the center of the support column. In some cases this contains high-pressure air, in others the high-pressure air is within a separate tube itself housed within the support column. The zone between the tube and the column is kept dry by a low pressure conditioning air system. In one manufacturer’s design, the space is filled with SF6 gas, as electrical insulation. As an example of the difference in stack height, a typical 800-kV breaker reaches 12.5 meters (41 feet) feet from ground level to the top of the interrupter (and depending upon the version of the breaker, uses either four or five interrupters per phase). In contrast, a 138-kV breaker of the same type is less than 6 meters (20 feet) to the top (and has only one interrupter per phase, but of the same basic type as the 800-kV breaker).

Interrupter Types

There are two ways in which a blast of compressed air can be directed onto an arc: transversely (at right angles) to act as a crossblast, or longitudinally along the arc’s length as an axial blast. The crossblast method has generally been found to be unsuitable for high-power, high-voltage applications. Accordingly, all modern air-blast interrupters employ the axial blast principle by forcing the arc to burn on a line parallel with the axis of the contacts’ travel. On some designs the arc is initiated transversely before transferring to become axial prior to extinction. The later designs of the pressurized-head air-blast interrupters became extremely complex in order to achieve the high short-circuit interruption levels and rapid operating times. These are too complex to describe in detail and the principle is adequately explained by consideration of the simplest forms. In these there are two basic axial nozzle systems:

  • A mono-blast or single-flow system in which the air subjects the arc to one single directional blast, and
  • A duo-blast or double-flow system in which the air blast is divided equally through two nozzles. The blast flows into the arc chamber from opposite directions, and is exhausted through ports in line with the contact movement.

A variant of this system is the duo-blast system in which one nozzle orifice is made smaller than the other is. Figure 2-7 shows the mono-blast and the partial-duo-blast systems.

The mono-blast or partial-duo-blast systems are built into an insulating enclosure, which is supplied with compressed air. The air supply to the nozzles is controlled by a blast valve placed on the upstream side of the contacts, somewhere between the nozzle(s) and the supply source.

Figure 2-7: (A) Mono-Blast Interrupters (B) Duo- or Partial-Duo-Blast Interrupters

The exhaust passage(s) downstream are controlled by exhaust ports or valves. Each of these arrangements must admit compressed air to the nozzles while the exhaust passages are open and then shut off the air supply to prevent the pressure reservoirs from being exhausted. This minimum requirement can be met in all cases by blast valves placed in the duct leading to the nozzles as shown or across the electrodes just upstream from the nozzles. In the former case, one blast valve may be arranged to serve a number of interrupters at the same time and the interrupter chambers are pressurized outside the interrupter. In the latter case, one blast valve can serve only one interrupter and the interrupter chambers are permanently pressurized up to the Valve.

Where the interrupters are pressurized in the open position only, both the blast valves and the exhaust valves are used. The former admit the air to the nozzles, the latter stop the flow and keep the interrupter pressurized. One blast valve may again supply more than one interrupter at a time and one exhaust valve may be arranged to control two adjacent exhaust passages in a twin interrupter unit. Where the interrupter chambers are permanently pressurized (i.e., in closed and open positions), exhaust valves are used. The exhaust valves are used either on their own or in combination with blast valves placed across the electrodes. One exhaust valve may again serve two interrupters, but separate blast valves must, in this case, be provided for each interrupter.

In so far as nozzle systems and pressurization are concerned, air-blast interrupters can be divided into nine types, i.e., mono- or partial-duo- or duo-blast, each pressurized in one of the three ways:

  • During interruption only
  • During interruption and in the open position
  • Permanently

Two other terms, axial flow and radial flow, are sometimes used in descriptions or classification of air-blast interrupters. Axial flow usually refers to interrupter constructions where, due to an arrangement of the upstream passages, the predominant direction of the air flow approaching the nozzles is parallel to the axis of the interrupter as in Figure 2-7, Detail A. Radial flow usually refers to constructions where most of the air tends to approach the nozzles centripetally as between the duo-blast electrodes in Figure 2-7, Detail B, or as would be the case if the mono-blast electrodes in Figure 2-7, Detail A, were placed in the center of an air receiver. Neither of these terms invalidates the axial-blast principle.

In circuit breakers that have both high-pressure air and SF6 gas separated by gaskets, there can be a leakage of high-pressure air into the SF6 gas space. The high-pressure air contains far greater amounts of moisture than the SF6 gas spaces are intended to contain. Therefore, leakage of air into these spaces can set up the potential for a catastrophic failure. In some designs such leaks are from seals that are difficult to replace under normal maintenance. In such cases this leaking seal may be considered in the later section on Condition Assessment as a life-limiting-factor because it can be expected to involve major dismantling to correct the seal, the disruption and cost may indicate that replacement is more sensible.

Further, with any air-blast circuit breaker, moist air entry into dry air chambers will degrade the insulating quality and arc quenching capability. Wet air can cause flashovers, restrikes, or a slow deterioration of insulated parts within the circuit breaker. If slow deterioration occurs and plastics are involved, there may be corrosive gases formed that will attack copper, aluminum, or silver-plated surfaces. This corrosion can include contacts, valves, seating surfaces, and all interior parts.

Auxiliary Interrupter Components

Accessories utilized for an interrupter also are dependent upon the voltage at which the breaker is designed to operate, as well as the individual usage of the breaker. Following are descriptions of interrupter accessories that may or may not be part of a breaker, depending upon its application.

Grading Capacitors and Resistors

Grading capacitors can be used in parallel with the interrupter contacts to provide nearly uniform voltage distribution of all contacts within a phase. This grading effect prevents the contacts nearest the end or outside of a phase from being subjected to the majority of the duty while the innermost contacts see a reduced amount of burden. Each manufacturer’s capacitor design is different, some are inside the interrupter chamber and some are bolted on externally. Normally, capacitors used internally have relatively low voltage withstand. These internal capacitors should not be exposed to extended periods of energization with the breaker’s main contacts open and with potential across the capacitor. When open, the circuit breaker’s associated disconnect–switches (disconnector) should be opened to protect the capacitors. Grading capacitors designed for mounting external to the interrupter often have greater electrical strength; opening the disconnects (disconnectors) may not be a requirement for capacitor protection.

On a breaker with several interrupters per phase, the capacitor values may differ dependent on the design. It is important that proper interrupter assembly includes an ordered placement of capacitors. Normally, higher capacitance values are placed on the outside ends of the interrupter breaks of a phase, decreasing in value toward the center of the phase. Improper capacitor association may cause trouble and ultimately could cause failure of the circuit breaker.

Grading resistors are usually only found on the earlier designs of air-blast circuit breaker. They are very high value and act in the same way as grading capacitors by sharing the voltage across the series interrupters of the circuit breaker to make it as near equal across each gap as possible. These resistors also cause a phase shift easing the opening duty for the switch arc contacts.

These resistors should not be confused with the opening (tripping) resistors used on the later designs of air-blast (pressurized-head) circuit breakers.

Opening Resistors

Opening resistors, or tripping resistors, are used to distribute the voltage during interruptions of high short-circuit current and to dampen oscillations created by a breaking operation under the specific short line fault condition. The resistor-switches that insert and remove the resistors are timed to open their contacts a few milliseconds after the main contacts have parted. They are usually re-closed with, or just before, the main contacts during a closing operation, although a few designs close them early during the opening (tripping) operation. The value of these opening resistors is chosen to match the surge impedance of the line construction.

Closing Resistors

Closing resistors are normally utilized on breakers associated with long transmission lines. The resistors are used to dampen the over voltage transients that occur when energizing long, unloaded transmission lines. The closing resistors are inserted just prior to main contact closure and the value is chosen to match the line length and construction. They may also be rated to withstand auto-reclose operation.

Mufflers (Silencers)

During the 1970s it became necessary for manufacturers to develop sound mufflers (silencers) to lessen the audible impact of the air blast. Depending upon the circuit breaker configuration, one or more mufflers (silencers) are added to an interrupter in order to reduce the operational noise to reasonable level.

Current Transformers

Current transformers (CTs) associated with air-blast circuit breakers are, like the breakers themselves, quite varied in design. CTs are used for relaying purposes and some contain a winding with metering sensitivity. Many CTs are free standing and are not integral to the circuit breaker. Current transformers are located at the end of an interrupter head or string of interrupter heads, and normally one is required for each phase. There are also circuit breakers that have multiple current transformers per phase. The early air-blast designs integrated the CT into the design as the outgoing post-support for the switch-arm of the design-type.

Freestanding current transformers can be utilized at any air-blast breaker location. Current transformers of different manufacturers or types can be mixed on different phases of the same breaker if properly applied. Many freestanding current transformers are filled with insulating oil. Ceramic porcelain is used as chambers to contain the oil and to pass the primary leads through. However, some are filled with SF6 gas and may utilize a composite application of plastics and silicone for the material to house the SF6 gas insulation. Where these devices were integral with the circuit breaker they used the porcelain SF6 chamber as an interrupter support column, as well as the chamber through which the primary leads passed. Because these CTs are part of the circuit breaker, they do not lend themselves well to relocation and they complicate the refurbish/replace debate.

Sulfur Hexafluoride (SF6) Two-Pressure Breakers - Description

Introduction

The first double-pressure SF6 circuit breakers were developed in the United States and use the structural concepts of bulk oil breakers.

Interruption Process and Mechanism

The following describes dead-tank and live-tank breakers and auxiliary interrupter components.

“Dead Tank” Breakers

In this type of breaker the extinguishing chambers and the contacts of each phase are housed in an earthed (grounded) steel, or later aluminum, tank. These circuit breakers are called “dead-tank” breakers because the tank is at earth (ground) potential. Completely sealed and self-contained unit construction has been adopted for all SF6 circuit breakers. The seal between the different sections uses ethylene-propylene-rubber (EPR) gaskets and PTFE (Teflon) (the arc-resistant synthetic insulating material poly tetra fluor-ethylene) rings. Arcing does not significantly reduce the dielectric and arc-quenching properties of SF6. Contact designs have been developed that can be subjected to repeated arc interruptions equivalent to many years of service. Over 30 years of service experience has shown that hermetically sealed SF6 circuit-breakers need not be opened for inspection and maintenance except at long intervals, in the order of 10 to 15 years for these two-pressure designs.

The contacts are immersed for insulation purposes in an atmosphere of SF6 at a pressure of approximately 0.2 MPa (30 psig). The bushing internal conductors are insulated from the steel tank enclosure by the same insulating atmosphere. Contacts are constructed to minimize erosion due to arcing on the portions of the contacts that conduct current in the closed position of the breaker. The current is directed through the sidewalls of the fixed contact and into a set of fingers, which are part of the moving contact. An arcing horn, located within the finger cluster, projects a short distance beyond the end of the fingers and into a cavity in the end of the moving contact. On opening, the arc quickly transfers from the end of the finger cluster to the centrally located arcing horns and to the end of the moving contact. Both contacts have surfaces that are faced with arc-resistant material.

The interrupting function is performed by a high-velocity flow of SF6 through a PTFE (Teflon) ring in an orifice or nozzle located inside the arc-extinguishing chamber. (See Figure 2-8) The gas is maintained at approximately 1.5 MPa (220 psig) within a high-pressure reservoir during normal operation. At the start of contact movement in an opening operation, the blast valve opens under control of a pilot valve and allows high-pressure gas to flow through an insulating tube to the interrupting orifice, thereby extinguishing the arc as the moving contact moves to the open position. As the contact linkage reaches the open position, the pilot valve closes the main blast valve and conserves gas pressure for the next operation.

After each interruption, a compressor system pumps the low-pressure gas from the circuit breaker tanks to the high-pressure reservoir via a filter containing activated alumina. Because the gas liquefies at approximately 10°C at 1.6 MPa (235 psig), a heating arrangement is provided around the high-pressure reservoir to keep its temperature above this point.

Figure 2-8: Two-Pressure Interrupter

Capacitor assemblies provide uniform distribution of voltage across each of the breaks. Electrostatic shields around the metal portions of the assembly maintain control of the electric field between the interrupter and the tank.

In these breakers, the contacts are actuated mechanically by a pneumatic operating mechanism, that drives a mechanical linkage and bell crank drives mounted one each pole (phase) tank. These bell crank drives are the mechanical link with the contact mechanism, and they also operate the gas blast valves. Compression-type accelerating springs, mounted close to the contacts, drive the breaker to the open position and are latched by a roller trip system in the operating mechanism.

“Live Tank” Breakers

A live-tank breaker is one in which the tank or interruption chamber is at line potential. The same principle of interruption applies to live-tank circuit breakers. In these breakers, contacts are actuated mechanically by a pneumatic operating mechanism, fitted on each pole, that drives a mechanical linkage and bell crank drives mounted at the top of the columns. These bell crank drives are the mechanical link with the contact mechanism, and they also operate the gas blast valves. Compression-type accelerating springs, mounted close to the contacts, drive the breaker to the open position and are latched by a roller trip system in the operating mechanism.

The interrupting units and the hollow porcelain columns are filled with SF6 at a pressure of approximately 200 kPa (30 psig), constituting the low-pressure system. A high-pressure reservoir operating at approximately 1.5 MPa (220 psig) is accommodated in the breaker chassis at ground potential and is connected via high-pressure pipe run through the hollow column to a receiver tank located in the distribution head.

The blast valves, which are mounted in the upper receiver tanks, are opened when the breaker is tripped. The high-pressure SF6 then flows at a high velocity through short pipes to the interrupter nozzles and into the low-pressure chambers. A compressor located in the breaker chassis pumps the gas back to the high-pressure reservoir through filters containing activated alumina. The reservoir is heated to keep the gas temperature above 10°C in ambient temperatures as low as -35°C. The modular construction facilitates the use of the same interrupting unit with higher voltage breakers. A good example of this principle is represented by the circuit breakers built in the United States for 3- and 2-cycle interruption for 335 GVA at 500 kV with three double-break units supported by three porcelain columns. The tank forming the central section of the modular unit is part of the low-pressure system, is pressurized at approximately 0.3 MPa (45 psig), and provides gas storage in close proximity to the interrupters. The cross-arm is hollow, forming the gas passage to the two interrupting gaps, and surrounds a section of the blast valve containing high-pressure gas. When the blast valve is opened, it discharges SF6 radially outward directly through the hollow cross arm to the contacts and interrupting chambers so that the pressure drop is smaller overall.

A switching system is used to damp current surges. The system closes a contact during closing and inserts a resistor during the final part of the closing stroke. During the opening movement, the resistor circuit is opened throughout the cycle.

The blast valve opens rapidly and remains open until the contacts approach the fully open position. The blast valve does not operate during a closing operation.

Gas released by the blast valve flows into an insulating chamber in which the arc is drawn. The gas blasts sweep the arc away from the fingers where they are initiated and into the interior of the vent passages. The gas is then discharged into the surrounding chamber, which is the principal container for the low-pressure gas. The fine dust particles formed from the materials vaporized by the arc are also deposited in this chamber. A fine metallic filter at the top of the vertical porcelain column confines the dust to the modular unit.

Filled with low-pressure gas, the support column acts as a part of the low-pressure reservoir in addition to the tube through which the SF6 gas, at low pressure, returns to ground potential. The column also contains and protects the vertical operating rod and an insulating tube, which conducts high-pressure gas from the large reservoir at ground potential to the smaller reservoir in the modular unit.

The high-pressure reservoir is equipped with heaters and with thermal insulation, and thermostats on the bottom of each tank control the heaters of the three reservoirs. As the thermostats respond to temperatures of both the tank and of any condensate existing in it, they are set to turn on the heaters at a temperature somewhat higher than that at which condensate is formed.

An interrupting time of 2 to 3 cycles can be obtained with a pneumatic operating mechanism using a high-speed latching device, arranged to reduce the inertia of the parts that must be moved during the tripping operation and equipped with flux diverting trip gear.

The arcing time ranges from 5–10 ms at full breaking current, with arc lengths of 15–50 mm.

Auxiliary Interrupter Components

Closing resistor. A preinsertion resistor is sometimes provided (depending on manufacturer and type) across each break for reducing switching surge voltage and is driven by the blast valve simultaneously with the moving contacts. The mechanism is provided to insert the closing resistor prior to breaker contact closing. The mechanism disengages the resistor when the breaker is in the closed position so that the resistor is not in the circuit during the breaker opening.

Voltage grading capacitors. Shunt capacitors are sometimes provided across each break for proper voltage division purposes, but also for line side transient recovery voltage (TRV) control for the short-line fault condition.

Line-to-ground capacitors. Line-to-ground capacitors are sometimes connected between line side terminals and earth (ground) to control the transient or recovery voltage.

On feeder breakers both these capacitors are usually needed on the line side only. The source side may have no capacitors. On tie-breakers both sides may have line-to-ground capacitors.

Sulfur Hexafluoride (SF6) Single-Pressure (Puffer) Breakers - Description

Introduction

The SF6 serves as both an interrupter and insulating medium in this class of circuit breaker, generally referred to as “single-pressure” breakers because the SF6 in the breaker remains at a constant pressure—usually in the 0.4- to 0.7-MPa (60- to 100-psig) range. During the opening operation, the gas contained in the interrupter chamber is compressed by a moving cylinder or piston, forcing the SF6 through the interrupting nozzle to quench the arc. This impulse or sudden gas flow across the arc space is the reason for the names “impulse” and “puffer.” These names were originally used in the United States for forced-blast oil circuit breakers and for early SF6 breakers of low- or moderate-interrupting capacity at low-voltage levels.

Single-pressure SF6 circuit breakers are designed for a much higher range of voltage and current service than the two-pressure designs, as high as 800 kV and 4000 amperes. Puffer circuit breakers have an interrupting rating up to 63 kA, although some SF6 puffer circuit breakers have been supplied for 80 kA. It can be expected that higher ratings will soon be required for some systems and further developments in this and linked SF6 technology are likely to provide the solutions.

The puffer circuit breakers are manufactured in both dead-tank and live-tank design. At voltages up to 300 kV, both the dead-tank and live tank circuit breakers have just one interrupter contained within a tank on each phase, while those produced for 300 kV in the late 1970s had two interrupters per phase. For the higher voltages and currents the number of interrupters per pole (phase) has reduced dramatically during the twenty years from 1980 to 2000 with a typical 400 kV 63 kA circuit breaker reducing from six to four to two and now a single gap. At up to 170 kV interrupters may also be clustered, so that all three poles (phases) are contained within one single tank, the interrupters being separated by insulation.

The live-tank breakers have been designed in a “T” or “Y” module configuration, similar to the live-tank dual-pressure breaker, or in a “candlestick” configuration, with the interrupters mounted within a vertical, insulated interrupter chamber on a single support column. In all cases, as with the metal-enclosed dead-tank designs, the number of interrupters per pole (phase) has reduced from four to two for the highest voltages and currents. The single gap live tank is limited in rating because of the size requirements, particularly external creepage length, of the porcelain or composite enclosure for one gap.

Puffer Interrupters

A simplified diagram of one of the two basic design concepts of a puffer interrupter is shown in Figure 2-9, the other is shown in Figure 2-10. In both of these basic concepts the puffer interrupter is designed with a stationary piston within a moveable cylinder that is attached to, and moves with, the moveable contacts (Figure 2-9 and 2-10, Detail A). As the moveable contacts are driven at high speed toward the open position, the gas within the compressible portion of the piston/cylinder arrangement is pressurized (Figure 2-9 and 2-10, Detail B).

In the most commonly applied design, that of Figure 2-9, the main current-carrying contacts separate first, while the arcing contacts are still engaged. Then, as the mechanism drives the breaker further toward the open position, the arcing contacts part, forming an arc (Figure 2-9, Detail C). This arc is contained within a specially designed arcing nozzle (which is non-metallic and relatively heat resistant), typically PTFE (Teflon).

The gas is compressed as the contacts move toward the open position because the volume between the piston and cylinder is diminished. When the arcing contacts begin to separate, the gas is released and forced across the parting contacts at high velocity. The arc, still confined within the nozzle, is cooled by the gas flow. As the current in the circuit reaches current zero, and when the contacts have traveled a sufficient distance to provide the post interruption dielectric strength to withstand the transient recovery voltage (TRV), arc extinction takes place (Figure 2-9, Detail D).

Figure 2-9: Puffer-Type Interrupters (Type 1)
Figure 2-10: Puffer-Type Interrupters (Type 2)

In the other basic design form, that shown in Figure 2-10, a set of contacts bridges a gap between two fixed contacts when in the closed position. At this time the puffer cylinder is around all of these contacts. As the interrupter opens the contacts, together with the cylinder, slide along the fixed out-board and in-board contact tubes in the direction of the fixed piston. At contact separation, the gas within the cylinder has been compressed by the reduced volume as the cylinder moves against the piston, and is forced through the opening developing between the moving contacts and one of the out-board fixed contact(s). The flow of gas is initially into the center of the fixed contacts. With further movement the cylinder volume continues to decrease and the gas flow encourages the arc to root between both fixed contacts, in the flow of gas, until extinction at the appropriate current zero.

Self-Blast (Also Termed Auto-Puffer) Design Types

A relatively new development in puffer circuit breaker interrupter design is the self-blast, auto-puffer or self-generated pressure interrupter. These types of interrupters were, at first, primarily used on lower voltages; however, design changes have resulted in their being used at 69 kV and higher. In the early versions the arc initially generated forms an envelope that expands and thereby extinguishes the arc between the main contacts. See Figure 2-11.

Figure 2-11: Self-Generated Pressure (Type 1)

In the latest designs the puffer cylinder is in two parts with a one-way valve system set in the dividing plate between them. With a large short-circuit current arc the pressure rise within the first section is sufficient to close the valves. This and the rising pressure as the energy in the current cycle rises to a peak increases the pressure further, providing a higher pressure gas flow as the arc column then reduces towards zero. When the short-circuit current is small or a load is being switched, the valve system stays open by spring pressure and the interrupter operates as a normal puffer type using the full volume of the cylinder at a lower pressure. See Figure 2-12.

Figure 2-12: Self-Blast Auto Puffer (Type 2)

Auxiliary Interrupter Components

Capacitors. On multi-gap circuit breakers capacitors may be required in parallel with the interrupter contacts to provide nearly uniform voltage distribution across all contacts within a pole (phase). This grading prevents the contacts nearest the end, or outside, of a phase from being subjected to the majority of the duty while the innermost contacts see a reduced amount of burden. Grading capacitors are used on both dead- and live-tank designs. Each manufacturer’s capacitor design is unique, some being used internally to the interrupter, and some designed to be connected externally.

Historically capacitors used internally had a rather low voltage withstand although present designs are equally as highly stressed as externally mounted ones. For all grading capacitors it is now considered sensible to limit the exposure to extended periods of energization with the circuit breaker’s main contacts open and with system or near system voltage across the capacitor. In this condition, the circuit breaker’s disconnects (disconnectors) should be opened to protect the capacitors. As capacitor failures have occurred this is a safety issue governed by judgment.

Grading capacitors are also used to assist the circuit breaker to interrupter the higher levels of short-circuit current, especially for controlling the transient recovery voltage (TRV) during the short-line fault condition.

Opening Resistors. Opening resistors are not used with these interrupters.

Closing Resistors. Closing resistors are normally utilized on breakers associated with long transmission lines. The resistors are used to dampen the voltage surges, or “spikes,” that occur when energizing long, unloaded transmission lines. The closing resistors are preinserted just prior to main contact closure. Again, the timing of the resistor switches, although short in duration, is very important to the proper functioning of the interrupter and, therefore, to the circuit breaker. The value of the resistors is dependent on the line length and construction and will also be influenced by any requirement for auto-reclosure of the line. In this a second duty is inflicted on the resistor before the heating effects of the first have fully dissipated.

Air and Gas Systems - Description

Introduction

This section describes the various compressed air systems and the associated compressors used on all types of circuit breaker used at transmission voltage levels, together with the basic SF6 gas system of the two-pressure type and the associated gas compressor. It does not cover the mobile nitrogen compressors used for filling the pre-charge energy storage of some designs of hydraulic mechanism nor the mobile SF6 gas compressors used with the single pressure SF6 circuit breakers. It covers both the small dedicated air and SF6 gas systems mounted at or on the individual circuit breakers and the central facilities consisting of a whole substation/switchyard installation capable of supplying the air needs for air, oil or SF6 circuit breakers or their mechanisms across the site.

This section may repeat details given elsewhere.

Air and Gas System

For Air-Blast Circuit Breakers

For these circuit breakers the air is used for operation, interruption and insulation purposes. The air used for interruption and insulation within the circuit breaker must contain only a relatively small amount of moisture, because of the requirement of the breaker to maintain proper dielectric strength. The dielectric strength of the air is necessary to prevent flashover between areas of differing voltage potential, whether during normal in-service use, or during any system switching requirements.

Compression of air from atmospheric pressure is a natural method of moisture removal, as air under compression freely gives up its water molecules. The greater the amount of compression, the more moisture removed. The typical operating pressures of the early, non-pressurized designs were of the order of 2.5 MPa (360psig) whilst the later pressurized-head designs operate at up to 8.0 MPa (1200 psig). The air for all air-blast circuit breakers is compressed to a pressure higher the operating pressure and stored either locally at the circuit breaker or in a central location for the whole substation. The air storage pressure for both basic air-blast types ranges from 4 MPa (600 psig) to 21 MPa (3000 psig) and higher. Most earlier air-blast breakers depended solely upon compression for moisture removal, but even under this compression pressure moisture remained requiring draining from the storage where it condensed on cooling. This air is suitable for the early designs where the air is used for interruption from a blast valve mounted in the base receiver/tank. Air for insulation is at a much reduced pressure of the order of 0.1 MPa (15 psig) and hence much dryer.

Moist air could not be permitted to enter the interrupting portions of the later pressurized-head circuit breakers as in this case the compressed air is the insulating medium to earth (ground) and between the open contacts. In order for more complete moisture removal, dryers were developed. Earlier dryers passed the compressed air through a drying agent of silica gel that, after accepting the allotted amount of moisture, could be regenerated by heating the dryer and back flowing previously dried air at a very low flow rate. Later dryers utilized a molecular sieve as a drying agent, which did not require heat; only the backflow of dry air was required to complete the regeneration process. These dryers were normally installed between the compressors and the air-storage tanks (receivers). The storage air is then required to be reduced to the pressure at which the breaker operates. Each design has its particular requirements. Some operate at pressures in excess of 3.5 MPa (500 psig), some as low as 2.5 MPa (360 psig). The pressure reduction takes place in one or two stages, again depending on the manufacturer’s design.

Mechanisms for Bulk Oil, Two-Pressure and Single-Pressure SF6 Circuit Breakers

For operating mechanisms the quality of the air is less important and need only be dry enough to prevent internal corrosion of the various valve components and more importantly to prevent frost damage during winter operations.

In the basic arrangement these air systems are often no more than a compressor mounted at or on the individual circuit breakers with a local air receiver (tank) to store sufficient air for the number of multiple operations specified and for the size and consumption of the circuit breaker mechanism.

Other systems employ air compressors at a central substation location usually two or three with a greater delivery capability (depending upon the needs of the user), situated in a location accessible enough to supply all the breakers in a particular substation yard. These central systems are normally contained within a house, either an existing house modified for that purpose or within a house specifically designed for that purpose.

There is also the hybrid system, which has one or more banks of two compressors, each of which supplies a small number of circuit breakers. These compressors are not normally contained within a house but are often in weatherproof cabinets. The decision to use one system over the others is governed by the philosophy of the power system’s management.

SF6 Gas Systems

The SF6 gas system has two functions. First, it provides the dielectric strength that is necessary to prevent flashovers between areas of differing voltage potential, whether during normal in-service use, or during any system switching requirements or other system disturbance. Second, it is used to interrupt the arc that occurs during opening operations. The SF6 within the circuit breaker must contain only a minimal amount of moisture, because of the requirement of the breaker to maintain proper dielectric strength. In most breakers the SF6 gas system consists of a filter system that removes moisture, oil, gaseous and solid arc decomposition products. A compressor is used to charge the high-pressure system. Various devices are used for adjusting and maintaining proper gas pressure, pressure alarms and gauges, and heaters. Contamination by air will reduce the dielectric and arc-quenching capabilities of the gas and will also introduce oxygen, which may promote oxidization degradation.

Because of the environmental concerns (Kyoto 1997 etc.) associated with the release of SF6 to the atmosphere, all practical efforts to avoid any unnecessary releases should be made. During maintenance, recycling of the SF6 gas should be performed. Today, virtually all utilities with SF6-insulated equipment use a movable recycling cart with a pump, transfer hoses, and a large tank that temporarily holds the gas while equipment repairs are made. This increasingly common practice, which EPRI has helped to promote through workshops and training for utility personnel, is believed to have cut utility SF6 emissions in half just by itself [1].

Alternatively, a small recovery plant can be used to extract and store the gas for transport to an off-site re-cycling installation. New or re-cycled gas is used for re-filling. Information on handling SF6-containing equipment can be found in Practical Guide to SF6 Handling Practices (EPRI, 2002) [2].

The main cause for concern about the gas system in SF6 breakers is leakage of gas to atmosphere. Problems caused by unrepaired leakage are as follows:

  • Moisture entry into the breaker. Moisture-laden, atmospheric air is drawn in as the pressurized SF6 leaks out.
  • System integrity. Continued SF6 leakage will eventually affect the availability of the breaker, requiring unplanned maintenance to be performed, sometimes at the worst possible times, and many times at great cost.
  • Environmental effect. SF6 is considered the most potent of all known greenhouse gases, having a global warming potential 23,900 times greater, per molecule, than that of carbon dioxide [1].

Air and Gas Compressors

The air compressor systems for air-blast circuit breakers offer an array of differing types and styles. As stated above, some breakers were sold with an air compressor as part of the circuit breaker package, that is, one compressor for each circuit breaker. For these the maintenance activity is closely linked to that of the circuit breaker. For the centrally located large compressors a pattern of maintenance is linked to the needs of the individual machine and is generally not linked to the restrictions of power-system access.

For the many types of circuit breaker using pneumatic mechanisms, and the air-blast types, the compressor is one of the most important components to be considered for circuit breaker maintenance, but also for consideration during life estimation and the refurbish/replace debate linked to life extension. Most compressors require a dedicated maintenance regime in order to ensure a reliable air system and hence reliable circuit breaker operation. Generally, as with other plant, compressors should be maintained as recommended by the compressor manufacturer, keeping in mind that the duty requirements and the ambient environment will have an effect on the frequency of that maintenance and system access may be a restriction.

Air leaks in the associated valves, piping, pressure switches, and gauges are an occasional problem and should be corrected as soon as possible after detection. If not repaired, the leaks could cause excessive compressor run time, and hence additional maintenance, but more importantly an excessive leak on an air system on a circuit breaker could possibly lead to the failure of the breaker to close or open correctly when required. At the very least leaks on these local systems may force the need for an additional maintenance power-system access to repair it, depending on its location.

Two-pressure SF6 circuit breakers generally have two compressors, one for the SF6 system and one for the operating mechanism’s compressed air system. The SF6 compressor works in a closed loop. It is designed to take its input from the low pressure SF6 of the circuit breaker main tank, re-compress it after filtration and deliver it to the high-pressure storage tank of the circuit breaker.

References

  1. Moore, Taylor. 1999. Seeing SF6 in a New Light. EPRI Journal (Summer): 26-31.
  2. Practical Guide to SF6 Handling Practices. 2002. Palo Alto, CA: EPRI. TR-1001945.
  3. Utilities, EPA Agree on Voluntary Program to Cut Emissions of Sulfur Hexafluoride. 1999. Daily Environmental Reporter (15 April): AA-1-2.
  4. SF6 Emissions Reduction Partnership for Electric Power Systems – List of Partners (July 23, 1999). [US EPA on-line], accessed on 21 December 1999; available from http://www.epa.gov/appdstar/body_SF6.html; Internet.
  5. CIGRE Task Force 23.10.01. SF6 Recycling Guide: Re-Use of SF6 Gas in Electrical Power Equipment and Final Disposal Guide.
  6. CIGRE. 1981. Study and Conclusions from the Results of the Enquiry on Insulators: Information on Damages. CIGRE Electra 79 (December): 21–91.
  7. Mazza, G., and R. Michaca. 1981. The First International Enquiry on Circuit Breaker Failures and Defects in Service. CIGRE Electra 79 (December). Report covers defects in service observed during the period 1974–1977.

1.3 - Chapter 3 - Circuit Breaker Diagnostic testing

Introduction

This draft chapter describes and explains a series of diagnostic tests for circuit breakers. Diagnostic testing was selected as the first chapter to be written on the basis of input from EPRI members who identified a pressing need for better information and guidance on the efficacy of different diagnostic tests.

Tests Inlcuded

To develop the foundation for this chapter, in 2014 descriptions of six established diagnostic tests were adapted from Effectiveness Assessment of Circuit Breaker Diagnostics: Characterization of Established Diagnostic Tests and Simulator Development. EPRI, Palo Alto, CA: 2014. 3002004007.

In 2015, this material was extensively revised to enhance clarity and accuracy, and new information was added to explain how test results are interpreted. In addition, descriptions of six non-established diagnostic tests were added to the chapter.

Established Diagnostic Tests
  1. Timing

  2. Travel and Velocity

  3. Static Contact Resistance Measurement

  4. Power Factor

  5. Hi-Pot Testing

  6. Oil Dielectric Breakdown

  7. Dissolved Gas in Oil Analysis

  8. Moisture in Oil Analysis

  9. SF6 Gas Analysis Tests

    • SF6 Gas Moisture Content
    • SF6 Gas Purity
    • SF6 Gas By-product Analysis
Non-established Diagnostic Tests
  1. First Trip
  2. Dynamic Contact Resistance Measurement
  3. Detection of Acoustic Emissions from Partial Discharge
  4. Vibration
  5. Radiography (X-ray) of Contacts
  6. Particles and Metals in Oil Analysis

Test Characterization

For each test, the following questions are answered and, where appropriate, examples are provided:

  • What is the test?

  • What are the test’s objectives?

  • What does the test check/test/measure/evaluate?

  • What are the test’s limitations?

  • When does the test need to be performed?

  • Which type of circuit breakers is the test used on?

  • How is the test performed?

  • How are the test results interpreted?

1. Timing

What is the test? The timing test measures the operating times of various components of the circuit breaker during open, close, close-open and open-close operations.

What are the test’s objectives? The objectives of the timing test are to assist in making an assessment of the performance and condition of the operating mechanism in the circuit breaker. The various measured operating times are compared to the circuit breaker manufacturer’s specifications to see if the circuit breaker is performing correctly. The operating times are also compared to previous test results from the same circuit breaker to determine if the measurements are remaining constant or changing significantly. It is not unusual for timing test results to vary slightly from test to test or between poles. In general, circuit breaker timing test results are acceptable if they are within the manufacturer’s upper and lower limits. If the timing measurements are not within the circuit breaker manufacturer’s specifications, corrective action may be needed. For example, a marked increase in the operating times may indicate a worn or binding mechanism or a possible lack of mechanism lubrication.

What does the test check/test/measure/evaluate? The timing test measures the times that the main contacts and resistor switch contacts (when they exist) of the circuit breaker take to operate during open (trip), close, close-open (trip-free) and open-close (reclose) operations. These times can be measured in milliseconds or in cycles (based upon 60 cycles per second). Also, some timing test sets record the waveforms of the trip circuit current and the close circuit current. The definitions of these measurements are listed below:

Main Contact Opening Time – With the circuit breaker starting in the closed position, this is the time from open (trip) command initiation until the main contact being measured first parts. Normally, each main contact in the circuit breaker is measured at the same time for this test. If there is one main contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two main contacts in series per phase and the mid-point between the two main contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three main contacts in series per phase and the points between the main contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more main contacts in series per phase.

Main Contact Opening Time Synchronization in Module – For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact opening time in that tank or module to the slowest main contact opening time in that tank or module.

Main Contact Opening Time Synchronization in Phase – For circuit breakers with two or more main contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact opening time on that phase to the slowest main contact opening time on that phase.

Main Contact Opening Time Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact opening time of all the main contacts in the circuit breaker to the slowest main contact opening time of all the main contacts in the circuit breaker.

Main Contact Opening Time of Breaker – With the circuit breaker starting in the closed position, this is the time from open (trip) command initiation until the main contacts on all poles of the circuit breaker have parted.

Main Contact Closing Time – With the circuit breaker starting in the open position, this is the time from close command initiation until the main contact being measured first touches. Normally, each main contact in the circuit breaker is measured at the same time for this test. If there is one main contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two main contacts in series per phase and the mid-point between the two main contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three main contacts in series per phase and the points between the main contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more main contacts in series per phase.

Main Contact Closing Time Synchronization in Module – For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact closing time in that tank or module to the slowest main contact closing time in that tank or module.

Main Contact Closing Time Synchronization in Phase – For circuit breakers with two or more main contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact closing time on that phase to the slowest main contact closing time on that phase.

Main Contact Closing Time Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest main contact closing time of all the main contacts in the circuit breaker to the slowest main contact closing time of all the main contacts in the circuit breaker.

Main Contact Closing Time of Breaker – With the circuit breaker starting in the open position, this is the time from close command initiation until all the main contacts in the circuit breaker have touched and established metallic continuity.

Close-Open (Trip-Free) Dwell Time (also Close-Open (Trip-Free) Dwell Time in Breaker) – This is the measurement of the difference in time from when the fastest main contact of all the main contacts in the circuit breaker first touches on the closing operation until the slowest main contact of all the main contacts in the circuit breaker first parts on the opening operation.

Close-Open (Trip-Free) Dwell Time in Phase – For circuit breakers with two or more main contacts in series per phase, this is the measurement of the difference in time from when the fastest main contact on that phase first touches on the closing operation until the slowest main contact on that phase first parts on the opening operation.

Close-Open (Trip-Free) Dwell Time in Module – For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing, this is the measurement of the difference in time from when the fastest main contact in that tank or module first touches on the closing operation until the slowest main contact in that tank or module first parts on the opening operation.

Open-Close (Reclose) Time (also Open-Close (Reclose) Time in Breaker) – This is the measurement of the difference in time from when the slowest main contact of all the main contacts in the circuit breaker first parts on the opening operation until the fastest main contact of all the main contacts in the circuit breaker first touches on the closing operation.

Open-Close (Reclose) Time in Phase – For circuit breakers with two or more main contacts in series per phase, this is the measurement of the difference in time from when the slowest main contact on that phase first parts on the opening operation until the fastest main contact on that phase first touches on the closing operation.

Open-Close (Reclose) Time in Module – For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing, this is the measurement of the difference in time from when the slowest main contact in that tank or module first parts on the opening operation until the fastest main contact in that tank or module first touches on the closing operation.

Resistor Switch Contact Opening Time Relative to Test Initiation – With the circuit breaker starting in the closed position, this is the time from open (trip) command initiation until the resistor switch contact being measured first parts. Normally, each resistor switch contact in the circuit breaker is measured at the same time for this test. If there is one resistor switch contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two resistor switch contacts in series per phase and the mid-point between the two resistor switch contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three resistor switch contacts in series per phase and the points between the resistor switch contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more resistor switch contacts in series per phase.

Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Module – For circuit breakers with resistor switch contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series resistor switch contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to test initiation in that tank or module to the slowest resistor switch contact opening time relative to test initiation in that tank or module.

Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Phase – For circuit breakers with two or more resistor switch contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to test initiation on that phase to the slowest resistor switch contact opening time relative to test initiation on that phase.

Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to test initiation of all the resistor switch contacts in the circuit breaker to the slowest resistor switch contact opening time relative to test initiation of all the resistor switch contacts in the circuit breaker.

Resistor Switch Contact Closing Time Relative to Test Initiation – With the circuit breaker starting in the open position, this is the time from close command initiation until the resistor switch contact being measured first touches. Normally, each resistor switch contact in the circuit breaker is measured at the same time for this test. If there is one resistor switch contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two resistor switch contacts in series per phase and the mid-point between the two resistor switch contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three resistor switch contacts in series per phase and the points between the resistor switch contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more resistor switch contacts in series per phase.

Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Module – For circuit breakers with resistor switch contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series resistor switch contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to test initiation in that tank or module to the slowest resistor switch contact closing time relative to test initiation in that tank or module.

Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Phase – For circuit breakers with two or more resistor switch contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to test initiation on that phase to the slowest resistor switch contact closing time relative to test initiation on that phase.

Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to test initiation of all the resistor switch contacts in the circuit breaker to the slowest resistor switch contact closing time relative to test initiation of all the resistor switch contacts in the circuit breaker.

Resistor Switch Contact Opening Time Relative to Main Contact – With the circuit breaker starting in the closed position, this is the time from when the main contact associated with the resistor switch contact being measured first parts until the resistor switch contact being measured first parts. Normally, each resistor switch contact in the circuit breaker is measured at the same time for this test. If there is one resistor switch contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two resistor switch contacts in series per phase and the mid-point between the two resistor switch contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three resistor switch contacts in series per phase and the points between the resistor switch contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more resistor switch contacts in series per phase.

Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Module – For circuit breakers with resistor switch contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series resistor switch contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to main contact in that tank or module to the slowest resistor switch contact opening time relative to main contact in that tank or module.

Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Phase – For circuit breakers with two or more resistor switch contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to main contact on that phase to the slowest resistor switch contact opening time relative to main contact on that phase.

Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact opening time relative to main contact of all the resistor switch contacts in the circuit breaker to the slowest resistor switch contact opening time relative to main contact of all the resistor switch contacts in the circuit breaker.

Resistor Switch Contact Closing Time Relative to Main Contact – With the circuit breaker starting in the open position, this is the time from when the main contact associated with the resistor switch contact being measured first touches until the resistor switch contact being measured first touches. Normally, each resistor switch contact in the circuit breaker is measured at the same time for this test. If there is one resistor switch contact per phase on the circuit breaker, one measurement will be made per phase and all three measurements will be made during the test. If there are two resistor switch contacts in series per phase and the mid-point between the two resistor switch contacts is accessible for testing, two measurements will be made per phase and all six measurements will be made during the test. If there are three resistor switch contacts in series per phase and the points between the resistor switch contacts are accessible for testing, three measurements will be made per phase and all nine measurements will be made during the test. This process can be continued up to circuit breakers with 6 or more resistor switch contacts in series per phase.

Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Module – For circuit breakers with resistor switch contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series resistor switch contacts with the mid-point accessible for testing, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to main contact in that tank or module to the slowest resistor switch contact closing time relative to main contact in that tank or module.

Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Phase – For circuit breakers with two or more resistor switch contacts in series per phase, this is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to main contact on that phase to the slowest resistor switch contact closing time relative to main contact on that phase.

Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Breaker – This is the measurement of the difference in time, sometimes called the “delta”, from the fastest resistor switch contact closing time relative to main contact of all the resistor switch contacts in the circuit breaker to the slowest resistor switch contact closing time relative to main contact of all the resistor switch contacts in the circuit breaker.

Trip Circuit Maximum Current – This is the maximum dc control current measured in the trip circuit. The Trip Circuit Schematic for the circuit breaker should be referenced to see how it is configured. On most circuit breakers, the trip circuit consists of just the circuit breaker’s single trip coil. In this case, the trip circuit maximum current measurement is the trip coil’s maximum current. On circuit breakers with one trip coil per phase, the three trip coils will either be configured all three trip coils in series or all three trip coils in parallel. For the case where all three trip coils are configured in series, the trip circuit maximum current measurement is equal to the maximum current of the trip coil series circuit. For the case where all three trip coils are configured in parallel, the trip circuit maximum current measurement is equal to the sum of each trip coil’s maximum current. If the resistance of each of the three parallel trip coils is the same, the maximum current of each trip coil is equal to one third of the trip circuit maximum current measurement.

Close Circuit Maximum Current – This is the maximum dc control current measured in the close circuit. The Close Circuit Schematic for the circuit breaker should be referenced to see how it is configured. On most circuit breakers, the close circuit consists of a 52X relay to energize the close coil(s), the close coil(s) themselves and a 52Y anti-pumping relay. Normally, the Close Circuit Maximum Current is a measurement of the currents in the 52X and 52Y relays and not the current in the close coil(s). This is due to the 52X relay contacts shorting out the close current measurement channel of the test set when it picks up to energize the close coil(s). The Close Circuit Schematic needs to be carefully reviewed to see if this is the case.

Main Contact Bounce – This is the multiple opening and closing of the circuit breaker’s main contacts observed on the main contact’s open/closed recording trace. This is most commonly seen during a closing operation but may be present during an opening operation. This can be caused by misaligned or damaged moving and/or stationary main contacts.

Resistor Switch Contact Bounce – This is the multiple opening and closing of the circuit breaker’s resistor switch contacts observed on the main contact’s/resistor switch contact’s open/closed recording trace. This is commonly seen during a closing operation but may be present during an opening operation. This can be caused by small imperfections in the surfaces of the resistor switch contacts.

What are the test’s limitations? This test requires the breaker to be taken out on clearance for several hours and knowledge of the detailed breaker control wiring configuration. The clearance procedure usually involves operating the breaker, which will exclude finding most lubrication problems associated with the speed of operation (see First Trip test). While this test is effective in measuring the operating times of the circuit breaker, it is limited in information to explain possible causes of operating times that are outside of the manufacturer’s specifications or various problems with arc suppression components. Additional testing with other test methods will be necessary for a more complete analysis. For example, possible slow operating velocity or mechanism binding can be determined with travel and velocity measurements. Also, different test equipment manufacturers have different resistance values and debounce times to determine when the circuit breaker contacts are open or closed. This can result in inconsistent timing test results and detection of contact bounce between different model test sets. This test does not measure the breaker load interrupting time which ANSI/IEEE C37.04-1999, clause 5.6, defines “rated interrupting time” as “the maximum permissible interval between the energizing of the trip circuit at rated control voltage and rated operating pressure for mechanical operation, and the interruption of the current in the main circuit in all poles.”

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to verify that it conforms to the manufacturer’s specifications and to collect baseline test data. This test may include obtaining measurements at minimum control voltage with normal mechanism energy and at normal control voltage with minimum mechanism energy in addition to the measurements at normal control voltage with normal mechanism energy. The manufacturer’s instruction manual should be consulted to see if these additional tests are available. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests, service duty triggered maintenance tests, protective relay slow speed alarms, SCADA algorithms and/ or special investigative tests which may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker. Also, tests should be performed after any work is performed on the mechanism, interrupters or any other component of the circuit breaker which may affect timing. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. Condition based triggers may supplement the time-based triggers to help factor the breaker exposed service conditions. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). Normally, all external high voltage connections are left connected to the circuit breaker during the test. Grounds are connected to one side of the circuit breaker to drain off any static charge from effecting the timing measurements, damaging the inputs to the field timing test set, and for personal safety. Current transformers in use on the circuit breaker are left connected to their protective relays and meters. Unused current transformers should have their secondaries shorted and grounded. The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. Surface moisture on the bushings has very little effect on timing measurements therefore the test can be performed in humid or wet weather conditions if necessary. The top terminals of the bushings should also be inspected and cleaned to insure a good connection point for the test equipment leads. The circuit breaker manufacturer’s instruction manual should be consulted for the limits for the various timing measurements and for any special requirements for performing the timing test.

The following are the general steps required to measure the timing of a circuit breaker. A test sequence of close, reclose, trip, trip-free is commonly used for these measurements. A minimum of three complete sequences is recommended to check for consistency in the various operating times. Also, if the circuit breaker has two trip coils, three additional sequences should be performed using the second trip coil. The control voltage should be at normal levels for these tests. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads to Bushing Numbers 1, 3 and 5 (reference Figure 3-1 Circuit Breaker Bushing and Pole Numbering Convention for Timing Measurements).

  4. Properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  5. Note: The following assumptions have been made for this test plan: Phase A is connected to Pole 1, Phase B is connected to Pole 2 and Phase C is connected to Pole 3.

  6. Connect the ground lead from the timing set to the substation ground connection to the circuit breaker.

  7. For timing sets with two test leads marked to measure the timing of Phase A, connect one test lead to the top of Bushing Number 1 and the second test lead to the top of Bushing Number 2. Note: For timing sets with on test lead per phase and one common test lead, install the common lead to the top of Bushing Number 4 and attach jumpers from the top of Bushing Number 4 to the top of Bushing Numbers 2 and 6.

  8. For timing sets with two test leads marked to measure the timing of Phase B, connect one test lead to the top of Bushing Number 3 and the second test lead to the top of Bushing Number 4.

  9. For timing sets with two test leads marked to measure the timing of Phase C, connect one test lead to the top of Bushing Number 5 and the second test lead to the top of Bushing Number 6.

  10. The timing set will have two test leads marked for the Open (or Trip) Command. Connect these two test leads across the trip contact on the Trip Pushbutton or Trip Control Switch at the circuit breaker. If these test leads are polarity sensitive, check that the (+) test lead is connected to the (+) side of the trip contact and the (-) test lead is connected to the (-) side. Note: If there are two trip coils on the circuit breaker, connect these leads to Trip Coil Number 1 for the first series of tests.

  11. The timing set will have two test leads marked for the Close Command. Connect these two test leads across the close contact on the Close Pushbutton or Close Control Switch at the circuit breaker. If these test leads are polarity sensitive, check that the (+) test lead is connected to the (+) side of the close contact and the (-) test lead is connected to the (-) side.

  12. Check that the circuit breaker is in the open position.

  13. Turn on the timing set.

  14. If the timing set can store circuit breaker nameplate information and manufacturer’s timing specifications, enter them into the test set and save them.

  15. Perform a Close Operation. Record the closing times of each phase or save them in the timing test set.

  16. Perform a Reclose Operation. Record the reclosing times of each phase or save them in the timing test set.

  17. Perform a Trip Operation. Record the tripping times of each phase or save them in the timing test set.

  18. Perform a Trip-Free Operation. Record the trip-free dwell time of the circuit breaker or save it in the timing test set.

  19. Repeat Steps 15-18 a minimum of two more times.

  20. Turn off the timing set.

  21. If the circuit breaker has only one trip coil, proceed to Step 27. If the circuit breaker has two trip coils, remove the two Open (or Trip) Command test leads from the Trip Coil Number 1 circuit and reconnect them to the Trip Coil Number 2 circuit. If these test leads are polarity sensitive, check that the (+) test lead is connected to the (+) side of the trip contact and the (-) test lead is connected to the (-) side.

  22. Check that the circuit breaker is in the open position.

  23. Turn on the timing set.

  24. Retrieve the circuit breaker data entered in Step 14 above.

  25. Repeat Steps 15-19 but record that the measurements are for Trip Coil Number 2.

  26. Turn off the timing set.

  27. Remove all the timing set’s test leads from the circuit breaker.

  28. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

Figure 3-1: Circuit Breaker Bushing and Pole Numbering Convention for Timing Measurements

How are the test results interpreted? The test results are reviewed one set of measurements at a time. A circuit breaker needs to pass each individual set of measurements for it to pass the entire timing test. For a circuit breaker with one contact per phase, one trip coil and without closing resistors, the individual measurements to be reviewed are:

  1. Main Contact Opening Time
  2. Main Contact Opening Time Synchronization in Breaker
  3. Main Contact Closing Time
  4. Main Contact Closing Time Synchronization in Breaker
  5. Close-Open (Trip-Free) Dwell Time (also Close-Open (Trip-Free) Dwell Time in Breaker)
  6. Open-Close (Reclose) Time (also Open-Close (Reclose) Time in Breaker)
  7. Trip Circuit Maximum Current
  8. Close Circuit Maximum Current
  9. Main Contact Bounce

The Main Contact Opening Times from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. Next, the test results of the individual phases are compared to each other one test at a time. Usually, one of the phases will repeatedly have the fastest Main Contact Opening Time and another phase will repeatedly have the slowest time. Subtract the test result of the slowest phase from the test result of the fastest phase to obtain the Main Contact Opening Time Synchronization in Breaker. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual. Table 3-1 shows an example of trip timing test results that are within manufacturer’s limits.

Table 3-1: Example of trip timing test results that are within manufacturer’s limits
Test ID

Phase A

Opening

Time

(msec.)

Phase B

Opening

Time

(msec.)

Phase C

Opening

Time

(msec.)

Manufacturer’s

Opening

Time

Limits

(msec.)

Opening

Time

Synch. in

Breaker

(msec.)

Manufacturer’s

Opening

Time

Synch. in

Breaker

Limit (max.)

(msec.)

Trip 1 26.2 26.1 27.0 17.0-30.0 0.9 2.7
Trip 2 26.3 26.3 27.1 17.0-30.0 0.8 2.7
Trip 3 26.0 26.1 26.8 17.0-30.0 0.8 2.7
Trip Average 26.2 26.2 27.0 17.0-30.0 0.8 2.7

The Main Contact Closing Times from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. Next, the test results of the individual phases are compared to each other one test at a time. Usually, one of the phases will repeatedly have the fastest Main Contact Closing Time and another phase will repeatedly have the slowest time. Subtract the test result of the slowest phase from the test result of the fastest phase to obtain the Main Contact Closing Time Synchronization in Breaker. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual. Table 3-2 shows an example of close timing test results that are within manufacturer’s limits.

Table 3-2: Example of close timing test results of a circuit breaker that are within manufacturer’s limits
Test ID

Phase A

Closing

Time

(msec.)

Phase B

Closing

Time

(msec.)

Phase C

Closing

Time

(msec.)

Manufacturer’s

Closing

Time

Limits

(msec.)

Closing

Time

Synch. in

Breaker

(msec.)

Manufacturer’s

Closing

Time

Synch. in

Breaker

Limit (max.)

(msec.)

Close 1 74.4 73.6 73.9 60.0-95.0 0.8 2.7
Close 2 74.3 73.8 73.6 60.0-95.0 0.7 2.7
Close 3 74.6 74.0 73.8 60.0-95.0 0.8 2.7
Close Average 74.4 73.8 73.8 60.0-95.0 0.6 2.7

The Close-Open (Trip-Free) Dwell Times from the three trip-free tests are compared to each other. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual. Some test sets measure only the Close-Open (Trip-Free) Dwell Time in the breaker. Other test sets also measure the Close-Open (Trip-Free) Dwell Time of each of the three phases. Table 3-3 shows an example of trip-free timing test results that are within manufacturer’s limits.

Table 3-3: Example of trip-free timing test results of a circuit breaker
Test ID

Phase A

Trip-Free

Dwell

Time

(msec.)

Phase B

Trip-Free

Dwell

Time

(msec.)

Phase C

Trip-Free

Dwell

Time

(msec.)

Manufacturer’s

Phase

Trip-Free

Dwell Time

Limits

(msec.)

Trip-Free

Dwell

Time

in

Breaker

(msec.)

Manufacturer’s

Trip-Free

Dwell Time

in Breaker

Limits

(msec.)

Trip-Free 1 20.2 21.1 21.7 20.0-38.0 21.8 20.0-38.0
Trip-Free 2 20.2 20.8 21.8 20.0-38.0 21.8 20.0-38.0
Trip-Free 3 20.1 21.8 22.1 20.0-38.0 22.5 20.0-38.0
Trip-Free Average 20.2 21.2 21.9 20.0-38.0 22.0 20.0-38.0

The Open-Close (Reclose) Times from the three reclose tests are compared to each other. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual. Some test sets measure only the Open-Close (Reclose) Time in the breaker. Other test sets also measure the Open-Close (Reclose) Time of each of the three phases. Table 3-4 shows an example of reclose timing test results that are within manufacturer’s limits.

Table 3-4: Example of reclose timing test results of a circuit breaker
Test ID

Phase A

Reclose

Time

(msec.)

Phase B

Reclose

Time

(msec.)

Phase C

Reclose

Time

(msec.)

Manufacturer’s

Phase

Reclose

Time

Limit (min.)

(msec.)

Reclose

Time

in

Breaker

(msec.)

Manufacturer’s

Reclose

Time

in

Breaker

Limit (min.)

(msec.)

Reclose 1 348.3 346.8 347.0 300.0 346.8 300.0
Reclose 2 348.4 347.0 346.7 300.0 347.0 300.0
Reclose 3 348.3 346.9 346.9 300.0 346.9 300.0
Reclose Average 348.3 346.9 346.9 300.0 346.9 300.0

All circuit breaker timing test equipment from basic timers to advanced breaker analyzers provide the above timing measurements. If the circuit breaker timing test set being used measures Trip Circuit Maximum Current, the values from each of the three trip tests should be compared. Usually, they will be very close to each other. The same holds true to the Close Circuit Maximum Current values from the three close tests. They usually will be very close to each other as well. Manufacturer’s limits are not normally given for these values.

Main Contact Bounce can only be determined if the circuit breaker timing test set being used has the feature of displaying the open/closed recording trace of each of the main contacts during each of the tests. Normally, each of the main contacts will transition from open to closed in a clean step function. If one of the recording traces shows a main contact closing then opening briefly and then closing again, a Main Contact Bounce on closing is being observed. The same holds true on opening. Normally, each of the main contacts will transition from closed to open in a clean step function. If one of the recording traces shows a main contact opening then closing briefly and then opening again, a Main Contact Bounce on opening is being observed.

After the above measurements have been reviewed for this series of tests, they should be compared to the same measurements from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of timing tests. Trends with large changes are usually not normal and may require corrective action.

For circuit breakers with two trip coils, the above analysis is performed again on the tests performed using the second trip coil.

For circuit breakers with two or more main contacts in series per phase, the additional individual measurements to be reviewed are:

  1. Main Contact Opening Time Synchronization in Phase

  2. Main Contact Closing Time Synchronization in Phase

  3. Close-Open (Trip-Free) Dwell Time in Phase

  4. Open-Close (Reclose) Time in Phase

The Main Contact Opening Times Synchronization in Phase from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Main Contact Closing Times Synchronization in Phase from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Close-Open (Trip-Free) Dwell Times in Phase from the three trip-free tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Open-Close (Reclose) Times in Phase from the three reclose tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing, the additional individual measurements to be reviewed are:

  1. Main Contact Opening Time Synchronization in Module

  2. Main Contact Closing Time Synchronization in Module

  3. Close-Open (Trip-Free) Dwell Time in Module

  4. Open-Close (Reclose) Time in Module

The Main Contact Opening Times Synchronization in Module from the three trip tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Main Contact Closing Times Synchronization in Module from the three close tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Close-Open (Trip-Free) Dwell Times in Module from the three trip-free tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Open-Close (Reclose) Times in Module from the three reclose tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

For a circuit breaker with one contact per phase and with closing resistors, the additional individual measurements to be reviewed are:

  1. Resistor Switch Contact Opening Time Relative to Test Initiation

  2. Resistor Switch Contact Opening Time Relative to Main Contact

  3. Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Breaker

  4. Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Breaker

  5. Resistor Switch Contact Closing Time Relative to Test Initiation

  6. Resistor Switch Contact Closing Time Relative to Main Contact

  7. Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Breaker

  8. Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Breaker

  9. Resistor Switch Contact Bounce

The Resistor Switch Contact Opening Times Relative to Test Initiation from the three trip tests are compared to each other one resistor switch contact at a time. Usually, the test results of a given resistor switch contact will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between resistor switch contacts. They are only compared with the same resistor switch contact.

The Resistor Switch Contact Opening Times Relative to Main Contact from the three trip tests are compared to each other one resistor switch contact at a time. Usually, the test results of a given resistor switch contact will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between resistor switch contacts. They are only compared with the same resistor switch contact.

The Resistor Switch Contact Opening Times Relative to Test Initiation Synchronization in Breaker from the three trip tests are compared to each. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual.

The Resistor Switch Contact Opening Times Relative to Main Contact Synchronization in Breaker from the three trip tests are compared to each. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual.

The Resistor Switch Contact Closing Times Relative to Test Initiation from the three close tests are compared to each other one resistor switch contact at a time. Usually, the test results of a given resistor switch contact will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between resistor switch contacts. They are only compared with the same resistor switch contact.

The Resistor Switch Contact Closing Times Relative to Main Contact from the three close tests are compared to each other one resistor switch contact at a time. Usually, the test results of a given resistor switch contact will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between resistor switch contacts. They are only compared with the same resistor switch contact.

The Resistor Switch Contact Closing Times Relative to Test Initiation Synchronization in Breaker from the three close tests are compared to each. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual.

The Resistor Switch Contact Closing Times Relative to Main Contact Synchronization in Breaker from the three close tests are compared to each. The values from each of the three tests should be very close to each other and within the manufacturer’s limits in the instruction manual.

Resistor Switch Contact Bounce can only be determined if the circuit breaker timing test set being used has the feature of displaying the open/closed recording trace of each of the resistor switch contacts during each of the tests. Normally, each of the resistor switch contacts will transition from open to closed in a clean step function. If one of the recording traces shows a resistor switch contact closing then opening briefly and then closing again, a Resistor Switch Contact Bounce on closing is being observed. The same holds true on opening. Normally, each of the resistor switch contacts will transition from closed to open in a clean step function. If one of the recording traces shows a resistor switch contact opening then closing briefly and then opening again, a Resistor Switch Contact Bounce on opening is being observed.

For circuit breakers with two or more main contacts in series per phase and with closing resistors, the additional individual measurements to be reviewed are:

  1. Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Phase

  2. Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Phase

  3. Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Phase

  4. Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Phase

The Resistor Switch Contact Opening Times Relative to Test Initiation Synchronization in Phase from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Resistor Switch Contact Opening Times Relative to Main Contact Synchronization in Phase from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Resistor Switch Contact Closing Times Relative to Test Initiation Synchronization in Phase from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Resistor Switch Contact Closing Times Relative to Main Contact Synchronization in Phase from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

For circuit breakers with main contacts contained in two or more tanks, sometimes called “heads” on live-tank circuit breakers, in series per phase with each tank containing two series main contacts with the mid-point accessible for testing and with closing resistors, the additional individual measurements to be reviewed are:

  1. Resistor Switch Contact Opening Time Relative to Test Initiation Synchronization in Module

  2. Resistor Switch Contact Opening Time Relative to Main Contact Synchronization in Module

  3. Resistor Switch Contact Closing Time Relative to Test Initiation Synchronization in Module

  4. Resistor Switch Contact Closing Time Relative to Main Contact Synchronization in Module

The Resistor Switch Contact Opening Times Relative to Test Initiation Synchronization in Module from the three trip tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Resistor Switch Contact Opening Times Relative to Main Contact Synchronization in Module from the three trip tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Resistor Switch Contact Closing Times Relative to Test Initiation Synchronization in Module from the three close tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

The Resistor Switch Contact Closing Times Relative to Main Contact Synchronization in Module from the three close tests are compared to each other one module at a time. Usually, the test results of a given module will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between modules. They are only compared within a module.

2. Travel and Velocity

What is the test? The travel and velocity test measures the operating motion and speed of the circuit breaker during open, close, close-open and open-close operations. This Test is usually part of the timing set equipment and is performed at the same time that timing test is performed.

What are the test’s objectives? The objectives of the travel and velocity test are to assist in making an assessment of the performance and condition of the operating mechanism in the circuit breaker by providing operating motion and speed measurements of the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications to see if the circuit breaker is performing correctly. The measurements are also compared to previous test results from the same circuit breaker to determine if they are remaining constant or changing. For example, a marked decrease in the velocity measurements may indicate a worn or binding mechanism or a possible lack of mechanism lubrication. If the travel and/or velocity measurements are not within the circuit breaker manufacturer’s specifications, corrective action will be needed.

What does the test check/test/measure/evaluate? The travel and velocity test measures the operating motion and speed of the mechanical operator for the main contacts and resistor switch contacts (when they exist) of the circuit breaker during open (trip), close, close-open (trip-free) and open-close (reclose) operations. The travel distances can be measured in inches or in millimeters. The velocity rates can be measured in feet per second or in meters per second. Analysis of the travel and velocity waveforms can detect such problems as excessive friction in the contacts, trip latch or mechanism, improper contact velocity, malfunctioning shock absorbers, dash pots or buffers, incorrect stop adjustments, incorrect spring adjustments, incorrect contact wipe adjustments and worn contacts. The definitions of the travel and velocity measurements are listed below:

Opening Average Velocity – This is the calculated speed of the circuit breaker’s main contacts during an opening operation derived by taking the distance traveled by the circuit breaker’s main contacts divided by the time measured to travel that distance through an area or zone of the travel curve. This area or zone (sometimes called the Arcing Zone) is usually specified by the circuit breaker’s manufacturer. It will normally be an area containing the middle of the travel curve where the velocity is fairly constant and exclude both ends of the curve where accelerations and decelerations are occurring.

Opening Total Travel – This is the total distance, sometimes called the stroke, which the circuit breaker’s main contacts travel from their initial resting place to their final resting place during an opening operation.

Opening Overtravel – This is the maximum distance that the circuit breaker’s main contacts travel in the forward direction beyond their final resting place during an opening operation.

Opening Rebound – This is the maximum distance that the circuit breaker’s main contacts travel in the reverse direction from their final resting place during an opening operation.

Closing Average Velocity – This is the calculated speed of the circuit breaker’s main contacts during a closing operation derived by taking the distance traveled by the circuit breaker’s main contacts divided by the time measured to travel that distance through an area or zone of the travel curve. This area or zone is usually specified by the circuit breaker’s manufacturer. It will normally be an area containing the middle of the travel curve where the velocity is fairly constant and exclude both ends of the curve where accelerations and decelerations are occurring.

Closing Total Travel – This is the total distance, sometimes called the stroke, which the circuit breaker’s main contacts travel from their initial resting place to their final resting place during a closing operation.

Closing Overtravel – This is the maximum distance that the circuit breaker’s main contacts travel in the forward direction beyond their final resting place during a closing operation.

Closing Rebound – This is the maximum distance that the circuit breaker’s main contacts travel in the reverse direction from their final resting place during a closing operation.

Contact Wipe – This is the measurement, taken during an opening operation of the circuit breaker, of the physical distance that the moving contact travels from the fully closed position until it first parts with the stationary contact and loses its electrical continuity. Another method of obtaining this measurement, taken during a closing operation of the circuit breaker, is to measure the physical distance that the moving contact travels from when it first touches the stationary contact and has electrical continuity until the moving contact is in the fully closed position. Both measurements can be made with a travel and velocity test set.

Contact Penetration (also Contact Insertion) – This is the measurement, taken inside of the circuit breaker during a slow-closing operation, of the physical distance that the tip of the moving contact travels from when it is even with the leading edge of the stationary contact until the moving contact is in the fully closed position. Another method of obtaining this measurement is to fully close the circuit breaker, place a mark on the moving contact where the leading edge of the stationary contact touches it, slowly open the circuit breaker and measure the distance from the mark on the moving contact to the tip of the moving contact. This is a manual measurement and cannot be made with a travel and velocity test set.

Linear Travel – This is the type of mechanical motion that moves in a straight line which is to be monitored with a travel transducer during the opening and closing operations of the circuit breaker.

Rotary Travel (also Angular Travel) – This is the type of mechanical motion that moves in a circle which is to be monitored with a travel transducer during the opening and closing operations of the circuit breaker.

What are the test’s limitations? One major challenge is to determine a means of attaching the travel transducer to the circuit breaker. In some cases, this is a major challenge. The mounting bracket for the travel transducer must be rugged enough and securely attached to the circuit breaker so that it does not move when the circuit breaker is opened and closed. Another challenge is to match the motion of the circuit breaker to the motion of the transducer. Measurement accuracies are introduced when rotary circuit breaker motion is measured with a linear travel transducer and vice versa. This test usually requires the breaker to be taken out on clearance for several hours and knowledge of the detailed breaker control wiring configuration. The clearance procedure usually involves operating the breaker, which will exclude finding most lubrication problems associated with the speed of operation (see First Trip test). This is a no-load test and as such misses various problems that can exist with arc suppression components.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to verify that it conforms to the manufacturer’s specifications and to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests, triggered by SCADA time algorithm, microprocessor relay operational time alarm, or special investigative tests that may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. Condition based triggers may supplement the time-based triggers to help factor the breaker exposed service conditions. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed in conjunction with timing tests. A timing test set with provisions for an input from a travel transducer is required. Also, a travel transducer is required. The motion of the travel transducer should match the travel of the point on the circuit breaker’s operating mechanism where the travel transducer will be attached. The two choices are a linear travel transducer or a rotary travel transducer. Mismatching the motion of the travel transducer with the motion of the operating mechanism can result in travel and velocity measurement errors. The scaling of the travel of the transducer to the travel of the operating mechanism will need to be entered and saved into the circuit breaker manufacturer’s travel and velocity specifications section of the timing test set (if available). One set of travel and velocity measurements is required for each mechanism on the circuit breaker. Most circuit breakers have only one mechanism to operate all three poles of the circuit breaker. On independent pole circuit breakers, there is one mechanism per pole therefore three sets of travel and velocity measurements, one per pole, are required. The circuit breaker manufacturer’s instruction manual should be consulted for the limits for the various travel and velocity measurements and for any special requirements for performing these tests.

The general steps listed in Timing should be followed to measure the travel and velocity of the circuit breaker at the same time that each of the timing measurements are being made.

How are the test results interpreted? The test results are reviewed one set of measurements at a time. A circuit breaker needs to pass each individual set of measurements for it to pass the entire travel and velocity test. For a circuit breaker with the operating linkages on each of the three phases mechanically ganged together and one common operating mechanism, the individual measurements to be reviewed are:

  1. Opening Average Velocity

  2. Opening Total Travel

  3. Opening Overtravel

  4. Opening Rebound

  5. Contact Wipe

  6. Closing Average Velocity

  7. Closing Total Travel

  8. Closing Overtravel

  9. Closing Rebound

The Opening Average Velocity from the three trip tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

The Contact Wipe from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. Next, the test results of the individual phases are compared to each other one test at a time. Usually, one of the phases will repeatedly have the shortest Contact Wipe and another phase will repeatedly have the longest Contact Wipe.

An example of trip velocity and contact wipe test results that are within manufacturer’s limits is shown in Table 3-5.

Table 3-5: Example of trip velocity and contact wipe test results that are within manufacturer’s limits
Test ID

Opening

Average

Velocity

(ft./sec.)

Manufacturer’s

Opening

Average

Velocity

Limits

(ft./sec.)

Phase A

Contact

Wipe

(inches)

Phase B

Contact

Wipe

(inches)

Phase C

Contact

Wipe

(inches)

Manufacturer’s

Contact

Wipe

Limit

(inches)

Trip 1 13.20 12.47-16.08 1.684 1.667 1.790 None
Trip 2 13.13 12.47-16.08 1.672 1.672 1.781 None
Trip 3 13.11 12.47-16.08 1.702 1.687 1.814 None
Trip Average 13.15 12.47-16.08 1.686 1.675 1.795 None

The Opening Overtravel from the three trip tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

The Opening Rebound from the three trip tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

The Opening Total Travel from the three trip tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

Table 3-6 presents an example of trip overtravel, rebound and total travel test results that are within manufacturer’s limits.

Table 3-6: Example of trip overtravel, rebound and total travel test results of a circuit breaker
Test ID

Opening

Overtravel

(inches)

Manufacturer’s

Opening

Overtravel

Limit (max.)

(inches)

Opening

Rebound

(inches)

Manufacturer’s

Opening

Rebound

Limit (max.)

(inches)

Opening

Total

Travel

(inches)

Manufacturer’s

Opening

Total

Travel

Limit (max.)

(inches)

Trip 1 0.016 0.196 0.101 0.196 4.047 4.449
Trip 2 0.019 0.196 0.097 0.196 4.037 4.449
Trip 3 0.019 0.196 0.100 0.196 4.051 4.449
Trip Average 0.018 0.196 0.099 0.196 4.045 4.449

Figure 3-2 shows an example of typical trip timing, travel and velocity test waveforms of a circuit breaker.

Figure 3-2: Example of typical trip timing, travel and velocity test waveforms of a circuit breaker

The Closing Average Velocity from the three close tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

The Closing Total Travel from the three close tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

An example of close velocity and total travel test results that are within manufacturer’s limits is shown in Table 3-7.

Table 3-7: Example of close velocity and total travel test results that are within manufacturer limits
Test ID

Closing

Average

Velocity

(ft./sec.)

Manufacturer’s

Closing

Average

Velocity

Limits

(ft./sec.)

Closing

Total

Travel

(inches)

Manufacturer’s

Closing

Total

Travel

Limit (max.)

(inches)

Close 1 7.42 5.58-7.55 4.039 4.449
Close 2 7.39 5.58-7.55 4.032 4.449
Close 3 7.41 5.58-7.55 4.036 4.449
Close Average 7.41 5.58-7.55 4.036 4.449

The Closing Overtravel from the three close tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

The Closing Rebound from the three close tests are compared to each other. Usually these test results will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual.

Table 3-8 shows an example of close overtravel and rebound test results that are within manufacturer’s limits.

Table 3-8: Example of close overtravel and rebound test results of a circuit breaker that are within manufacturer’s limits
Test ID

Closing

Overtravel

(inches)

Manufacturer’s

Closing

Overtravel

Limit (max.)

(inches)

Closing

Rebound

(inches)

Manufacturer’s

Closing

Rebound

Limit (max.)

(inches)

Close 1 0.009 0.236 0.015 0.138
Close 2 0.012 0.236 0.016 0.138
Close 3 0.009 0.236 0.019 0.138
Close Average 0.010 0.236 0.017 0.138

An example of typical close timing, travel and velocity test waveforms is shown in Figure 3-3.

Figure 3-3: Example of typical close timing, travel and velocity test waveforms of a circuit breaker

The Closing Average Velocity, Opening Average Velocity and Closing Total Travel from the three trip-free tests are compared to each other, as mentioned above.

An example of trip-free closing velocity, opening velocity and closing total travel tests that are within manufacturer’s limits is shown in Table 3-9.

Table 3-9: Example of trip-free closing velocity, opening velocity and closing total travel test results of a circuit breaker that are within manufacturer’s limits
Test ID

Closing

Average

Velocity

(ft./sec.)

Manufacturer’s

Closing

Average

Velocity

Limits

(ft./sec.)

Opening

Average

Velocity

(ft./sec.)

Manufacturer’s

Opening

Average

Velocity

Limits

(ft./sec.)

Closing

Total

Travel

(inches)

Manufacturer’s

Closing

Total

Travel

Limit (max.)

(inches)

Trip-Free 1 6.94 5.58-7.55 15.43 12.47-16.08 3.566 4.449
Trip-Free 2 7.21 5.58-7.55 15.71 12.47-16.08 3.582 4.449
Trip-Free 3 6.87 5.58-7.55 15.26 12.47-16.08 3.559 4.449
Trip-Free Average 7.01 5.58-7.55 15.47 12.47-16.08 3.569 4.449

Figure 3-4 shows an example of typical trip-free timing, travel and velocity test waveforms.

Figure 3-4: Example of typical trip-free timing, travel and velocity test waveforms of a circuit breaker

The Closing Average Velocity, Opening Average Velocity and Closing Total Travel from the three reclose tests are compared to each other, as mentioned above.

Table 3-10 shows an example of reclose opening velocity, closing velocity and opening total travel test results that are within manufacturer’s limits.

Table 3-10: Example of reclose opening velocity, closing velocity and opening total travel test results of a circuit breaker that are within manufacturer’s limits
Test ID

Opening

Average

Velocity

(ft./sec.)

Manufacturer’s

Opening

Average

Velocity

Limits

(ft./sec.)

Closing

Average

Velocity

(ft./sec.)

Manufacturer’s

Closing

Average

Velocity

Limits

(ft./sec.)

Opening

Total

Travel

(inches)

Manufacturer’s

Opening

Total

Travel

Limit (max.)

(inches)

Reclose 1 13.15 12.47-16.08 7.36 5.58-7.55 4.079 4.449
Reclose 2 12.89 12.47-16.08 7.48 5.58-7.55 4.081 4.449
Reclose 3 12.88 12.47-16.08 7.48 5.58-7.55 4.082 4.449
Reclose Average 12.97 12.47-16.08 7.44 5.58-7.55 4.081 4.449

An example of typical reclose timing, travel and velocity test waveforms is shown in Figure 3-5

Figure 3-5: Example of typical reclose timing, travel and velocity test waveforms of a circuit breaker

After the above measurements have been reviewed for this series of tests, they should be compared to the same measurements from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of travel and velocity tests. Trends with large changes are usually not normal and may require corrective action.

For a circuit breaker with one operating mechanism per phase (or three total per circuit breaker), the individual measurements to be reviewed are the same as those listed above but with a different analysis (except for Contact Wipe).

The Opening Average Velocity from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Opening Total Travel from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Opening Overtravel from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Opening Rebound from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Contact Wipe from the three trip tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. Next, the test results of the individual phases are compared to each other one test at a time. Usually, one of the phases will repeatedly have the shortest Contact Wipe and another phase will repeatedly have the longest Contact Wipe.

The Closing Average Velocity from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Closing Total Travel from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Closing Overtravel from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

The Closing Rebound from the three close tests are compared to each other one phase at a time. Usually, the test results of a given phase will be very close to each other. They also should be within the manufacturer’s limits which are usually found in the circuit breaker’s instruction manual. These values are not compared between phases. They are only compared within a phase.

After the above measurements have been reviewed for this series of tests, they should be compared to the same measurements from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of travel and velocity tests. Trends with large changes are usually not normal and may require corrective action.

3. Static Contact Resistance Measurement

What is the test? The static contact resistance measurement test measures the high current DC micro-ohm resistance (Ductor) of the circuit breaker in the closed position from one end of each pole to the other. (See Figure 3-6, Circuit Breaker Bushing and Pole Numbering Convention for Static Contact Resistance Measurements.)

What are the test’s objectives? The objectives of the static contact resistance measurement test are to assist in making an assessment of the condition of the main current path of each pole in the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications to see if the circuit breaker is performing correctly. The measurements are also compared to previous test results from the same circuit breaker to determine if the measurements are remaining constant or changing. For example, a marked increase in the static contact resistance measurement may indicate worn or misaligned main and/or arcing contacts. If the static contact resistance measurements exceed the circuit breaker manufacturer’s specifications, corrective action may be needed.

What does the test check/test/measure/evaluate? The static contact resistance measurement test evaluates the connections in the primary current path of the circuit breaker by taking an overall resistance measurement per phase. These connections include:

  • Main moving contact to main stationary contact
  • Arcing moving contact (when present) to arcing stationary contact (when present)
  • Bushing connections to moving contacts
  • Bushing connections to stationary contacts
  • Sliding primary current transfer contacts (when present)
  • Internal bus work

Of the above connections, the main contacts and the arcing contacts are normally the components which wear and deteriorate with use. Occasionally, this test detects problems in the remaining connections listed above.

What are the test’s limitations? This test requires a breaker clearance and produces very limited information on the electrical condition of the breaker (path resistance only) and no information on the mechanical condition. Also, when current transformers are present on the circuit breaker and are located such that the DC current used for the static contact resistance measurement will pass through them, unwanted protective relay operations can occur if improperly filtered DC power supplies are used in the test set. This problem has been known for many years now and many static contact resistance measurement test sets manufactured today have properly filtered DC power supplies. Another technique used in modern test sets is to have the DC power supply slowly ramp the DC test current up before the measurement and slowly ramp the DC test current down after the measurement at a rate that the protective relays will not respond to.

Another issue that involves the current transformers is that when they are present in the static contact resistance measurement test circuit, they will influence the measurement. This influence can result in an increase in the measurement. The best practice when current transformers are present in the test circuit is to leave the test run and to monitor the measurement until it stabilizes. This can take up to a minute or more. During this time, the DC test current will cause the magnetic cores of the current transformers to saturate and to reduce their influence on the static contact resistance measurement.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to verify that it conforms to the manufacturer’s specifications and to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to a misoperation, an in-service failure, unbalanced infrared temperatures, or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. Condition based triggers may supplement the time-based triggers to help factor the breaker exposed service conditions. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). Normally, the grounded external high voltage connections are removed from one side of the circuit breaker and are left connected on the other side of the circuit breaker for the test. However, there are field test sets now available which state that they can accurately measure the static contact resistance with both sides of the circuit breaker connected and grounded. Current transformers in use on the circuit breaker are left connected to their protective relays and meters. Unused current transformers should have their secondaries shorted and grounded. The dielectric medium in the circuit breaker has very little effect on static contact resistance measurements therefore it does not need to be at proper levels. If necessary, static contact resistance measurements can be made without any oil or SF6 gas in the circuit breaker. It is very important that the top terminals of the bushings be inspected and cleaned to insure a good connection point for the test equipment leads. Poor contact resistance between the test equipment leads and the top terminals of the circuit breaker can result in abnormally high readings and possibly indicate a problem with the internal breaker contacts which does not exist. Surface moisture on the bushings has very little effect on static contact resistance measurements therefore the test can be performed in humid or wet weather conditions if necessary. However, since resistance values vary with temperature, the ambient air temperature should be recorded at the time of the test. The test current used for the static contact resistance measurement is normally specified by the circuit breaker manufacturer in DC amps in their instruction manual. Test current values of 10 amps DC or 100 amps DC are frequently specified. The field test set most commonly used for static contact resistance measurements is a Digital Low Resistance Ohmmeter or DLRO. It consists of two larger size cables (normally red and black) to inject the DC test current into the circuit breaker and two smaller size cables (normally red and black) to measure the DC voltage drop across the circuit breaker. One phase (or pole) is measured at a time.

The following are the general steps required to measure the static contact resistance of a circuit breaker with a field DLRO test set. Three measurements will be made (one per phase) with the circuit breaker in the closed position. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads to Bushing Numbers 1 through 6 (reference Figure 3-6 Circuit Breaker Bushing and Pole Numbering Convention for Static Contact Resistance Measurements).

  4. Connect the ground lead from the DLRO set to the substation ground connection to the circuit breaker.

  5. Remove the external high voltage connection and ground from Bushing Number 1.

  6. Connect one of the current test leads (larger cable) from the DLRO set to the top of Bushing Number 1.

  7. Connect the voltage test lead (smaller cable) of the same color from the DLRO set just below the current test lead on the top of Bushing Number 1. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  8. Connect the other current test lead (larger cable) from the DLRO set to the top of Bushing Number 2 (leave the external high voltage connection and ground connected to Bushing Number 2).

  9. Connect the voltage test lead (smaller cable) of the same color from the DLRO set just below the current test lead on the top of Bushing Number 2. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  10. Check that the circuit breaker is in the closed position.

  11. Turn on the DLRO set.

  12. Select the test current level specified by the circuit breaker manufacturer.

  13. Select the test duration time. Note: For circuit breakers with current transformers, select a test duration time of at least one minute to allow time for the current transformers to saturate and give an accurate resistance measurement. For circuit breakers without current transformers, 8-10 seconds is usually long enough to obtain an accurate resistance measurement. The key is to allow enough time for the resistance measurement to stabilize before ending the test.

  14. Perform the resistance measurement. Note: The resistance measurement is made by the DLRO set by dividing the voltage reading across the voltage test leads by the test current. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  15. Record the resistance measurement, test current level and ambient temperature for the test.

  16. Turn off the DLRO set.

  17. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 2.

  18. Connect this current test lead (larger cable) from the DLRO set to the top of Bushing Number 4 (leave the external high voltage connection and ground connected to Bushing Number 4).

  19. Connect this voltage test lead (smaller cable) of the same color from the DLRO set just below the current test lead on the top of Bushing Number 4. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  20. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 1.

  21. Reconnect the external high voltage connection and ground to the top of Bushing Number 1.

  22. Remove the external high voltage connection and ground from Bushing Number 3.

  23. Connect the current test lead (larger cable) from the DLRO set just removed from Bushing Number 1 to the top of Bushing Number 3.

  24. Connect the voltage test lead (smaller cable) of the same color from the DLRO set just removed from Bushing Number 1 to just below the current test lead on the top of Bushing Number 3. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  25. Turn on the DLRO set.

  26. Select the test current level specified by the circuit breaker manufacturer. (Same as the measurement for Pole 1.)

  27. Select the test duration time. (Same as the measurement for Pole 1.)

  28. Perform the resistance measurement. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  29. Record the resistance measurement, test current level and ambient temperature for the test.

  30. Turn off the DLRO set.

  31. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 3.

  32. Reconnect the external high voltage connection and ground to the top of Bushing Number 3.

  33. Remove the external high voltage connection and ground from Bushing Number 5.

  34. Connect the current test lead (larger cable) from the DLRO set just removed from Bushing Number 3 to the top of Bushing Number 5.

  35. Connect the voltage test lead (smaller cable) of the same color from the DLRO set just removed from Bushing Number 3 to just below the current test lead on the top of Bushing Number 5. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  36. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 4.

  37. Connect this current test lead (larger cable) from the DLRO set to the top of Bushing Number 6 (leave the external high voltage connection and ground connected to Bushing Number 6).

  38. Connect this voltage test lead (smaller cable) of the same color from the DLRO set just below the current test lead on the top of Bushing Number 6. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  39. Turn on the DLRO set.

  40. Select the test current level specified by the circuit breaker manufacturer. (Same as the measurement for Poles 1 and 2.)

  41. Select the test duration time. (Same as the measurement for Poles 1 and 2.)

  42. Perform the resistance measurement. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  43. Record the resistance measurement, test current level and ambient temperature for the test.

  44. Turn off the DLRO set.

  45. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 6.

  46. Remove the voltage test lead and current test lead from the DLRO set from Bushing Number 5.

  47. Reconnect the external high voltage connection and ground to the top of Bushing Number 5.

  48. Remove grounds from the external high voltage leads to Bushing Numbers 1 through 6.

  49. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

Figure 3-6: Circuit Breaker Bushing and Pole Numbering Convention for Static Contact Resistance Measurements

How are the test results interpreted? First, the resistance measurements from each of the three phases should be compared to each other. Normally, the values of these resistance measurements will be fairly close to each other. If one measurement is not fairly close to the other two, it is a good practice to repeat the measurements to verify their accuracy. Second, the resistance measurements from each of the three phases should be compared to previous measurements. This involves comparing the recent resistance measurements of Pole 1 with all previous Pole 1 measurements, Pole 2 with Pole 2 and Pole 3 with Pole 3. Observe the trend of the resistance measurements on each pole. Are they staying fairly the same? Are they slowly increasing? Have there been any large changes in the readings? Trends which are constant or slowly increasing are usually normal and rarely require corrective action. Trends with large changes are usually not normal and may require corrective action. Third, the resistance measurements from each of the three phases should be compared to the circuit breaker manufacturer’s limit. This value is usually found in the circuit breaker’s instruction manual. If any of the resistance measurements are very near to or exceed this limit, corrective action is normally required.

Table 3-11 presents an example of the Phase C static contact resistance measurement slowing increasing over time and then exceeding the manufacturer’s limit.

Table 3-11: Example of Phase C static contact resistance measurement exceeding manufacturer’s limit over time
Test Date

Phase A

Static Contact

Resistance

(micro-ohms)

Phase B

Static Contact

Resistance

(micro-ohms)

Phase C

Static Contact

Resistance

(micro-ohms)

Manufacturer’s

Static Contact

Resistance

Limit (max.)

(micro-ohms)

3/19/91 140 137 142 200
2/21/95 146 140 148 200
5/23/01 150 155 162 200
6/1/05 158 151 188 200
4/15/12 155 160 243 200

4. Power Testing

What is the test? The power factor test measures the capacitance and watts loss levels of various insulating components in the circuit breaker.

What are the test’s objectives? The objectives of the power factor test are to assist in making an assessment of the condition of the insulating components in the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications, when they exist, to see if the circuit breaker’s insulating components are deteriorating. Most commonly, circuit breaker manufacturers do not have power factor test specifications and the measurements are compared to previous test results from the same circuit breaker to determine if they are remaining constant or changing. Conversely, oil-filled condenser bushing manufacturers do provide power factor and capacitance factory test measurements on their nameplates. For example, a marked increase in the capacitance measurements of an oil-filled condenser bushing may indicate a defect or deterioration internal to the bushing. If this measurement exceeds the manufacturer’s specifications, the bushing may need to be replaced.

What does the test check/test/measure/evaluate? The power factor test evaluates the condition of insulation systems by measuring the capacitances and losses of the system. These two values are then used to calculate the power factor of the insulation system. The following insulation systems can be measured in circuit breakers:

  • Porcelain
  • Solid composites
  • Oil
  • Paper and oil
  • Wood

The power factor test is not very effective in measuring the losses of vacuum or SF6 gas. However, it can be used to evaluate insulating components of these types of circuit breakers. The following is a listing of components in all types of circuit breakers which can be power factor tested:

  • Bushings
  • Grading or TRV capacitors
  • Internal support insulators
  • External support insulators
  • Operating rods

What are the test’s limitations? This test requires a breaker clearance, is very time consuming, requires extensive operator training, and produces limited information on the electrical condition of the breaker (electrical insulating condition only) and no information on the mechanical condition. (This is a good example of test cost versus test results. The results of the test may not support performing the test as part of the normal maintenance program.) This test has limited effectiveness in detecting moisture in the insulation system when the temperature of the insulation system is below freezing. When water turns into ice its watts loss readings decrease to such low levels that it becomes difficult for the power factor test set to detect it. Whenever possible, the insulation system should be warmed up to above freezing and time allowed for the possible presence of ice to melt before performing this test.

Another limitation is performing power factor measurements on insulation systems in high humidity environments or in the rain. The presence of surface moisture on the insulation system can show up as elevated watts loss readings during the power factor test. This can result in a healthy insulation system appearing to be deteriorated when it is not. This can also mask a problem in the insulation system. Attempting to analyze power factor measurements during these conditions is challenging and may lead to numerous retests. It is best to avoid them whenever possible.

The insulation systems of most modern SF6 gas circuit breakers have very low losses. The losses of the SF6 gas itself is so low that most power factor test sets cannot accurately measure it. However, the solid insulation systems inside of SF6 gas circuit breakers can be measured and trended. These measurements are very low and sometimes are lower than the sensitivity of the power factor test set. For this reason, some people have chosen not to periodically perform power factor measurements on SF6 gas circuit breakers. It is not clear that this is a proper course of action. More research is needed on the effectiveness of power factor testing on SF6 gas circuit breakers.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). Normally, external high voltage connections are removed from the circuit breaker so that only the circuit breaker itself is being tested and to minimize the risk of flashing across the open circuit breaker disconnect switches or current leakage over bus insulators during the test. Current transformers in use on the circuit breaker are left connected to their protective relays and meters. Unused current transformers should have their secondaries shorted and grounded. The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. The outside surfaces of the bushing insulation (normally porcelain or solid composite material) should be inspected and cleaned if necessary before performing the test. The top terminals of the bushings should also be inspected and cleaned to insure a good connection point for the test equipment leads. Surface moisture and/or contamination on the bushings can have a negative impact on the test so it is preferred to thoroughly clean the bushings and not perform this test in rain, snow or high humidity conditions. The test voltage used for the power factor test is normally 10 kV rms. The power factor test is a non-destructive test in that the test voltage used is always less than the rating of the insulation under test. For insulation systems less than 10 kV rms, test values lower than the rating of the insulation are used. There is extensive information available on power factor testing from the manufacturers of this test equipment. This information includes power factor testing theory, recommended test voltage levels and recommended testing configurations for various electrical substation equipment. Interpretation of some of the test results may be confusing and require outside expertise.

The following are the general steps required to measure the power factor of a circuit breaker rated above 10 kV rms with a field power factor test set. Six measurements will be made (one per bushing) of the overall circuit breaker’s insulation system with the circuit breaker in the open position. Three measurements will be made (one per phase) of the overall circuit breaker’s insulation system with the circuit breaker in the closed position. Twelve measurements will be made (two per bushing) of the bushings’ insulation systems (this applies to condenser bushings). The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads to Bushing Numbers 1 through 6 (reference Figure 3-7 Circuit Breaker Bushing and Pole Numbering Convention for Power Factor Testing).

  4. Connect the ground lead from the power factor set to the substation ground connection to the circuit breaker.

  5. Remove the external high voltage connections and grounds from Bushing Numbers 1 and 2.

  6. Connect the high voltage lead from the power factor set to Bushing Number 1.

  7. No connections are to be made to Bushing Number 2 (left floating).

  8. Check that there is sufficient electrical clearance from the disconnected external high voltage leads to the top of Bushing Numbers 1 and 2.

  9. Check that the circuit breaker is in the open position.

  10. Turn on the power factor set.

  11. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 1 to ground with the circuit breaker in the open position.

  12. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  13. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  14. Slowly lower the output voltage of the power factor set to zero.

  15. Close the circuit breaker.

  16. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Numbers 1 and 2 to ground with the circuit breaker in the closed position.

  17. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  18. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  19. Slowly lower the output voltage of the power factor set to zero.

  20. Turn off the power factor set.

  21. Remove the high voltage lead from the power factor set from Bushing Number 1.

  22. No connections are to be made to Bushing Number 1 (left floating).

  23. Connect the high voltage lead from the power factor set to Bushing Number 2.

  24. Open the circuit breaker.

  25. Turn on the power factor set.

  26. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 2 to ground with the circuit breaker in the open position.

  27. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  28. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  29. Slowly lower the output voltage of the power factor set to zero.

  30. Turn off the power factor set.

  31. Remove the high voltage lead from the power factor set from Bushing Number 2.

  32. No connections are to be made to Bushing Number 2 (left floating).

  33. Remove the external high voltage connections and grounds from Bushing Numbers 3 and 4.

  34. Connect the high voltage lead from the power factor set to Bushing Number 4.

  35. No connections are to be made to Bushing Number 3 (left floating).

  36. Check that there is sufficient electrical clearance from the disconnected external high voltage leads to the top of Bushing Numbers 3 and 4.

  37. Leave the ground lead from the power factor set connected to the substation ground connection to the circuit breaker.

  38. Check that the circuit breaker is in the open position.

  39. Turn on the power factor set.

  40. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 4 to ground with the circuit breaker in the open position.

  41. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  42. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  43. Slowly lower the output voltage of the power factor set to zero.

  44. Close the circuit breaker.

  45. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Numbers 3 and 4 to ground with the circuit breaker in the closed position.

  46. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  47. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  48. Slowly lower the output voltage of the power factor set to zero.

  49. Turn off the power factor set.

  50. Remove the high voltage lead from the power factor set from Bushing Number 4.

  51. No connections are to be made to Bushing Number 4 (left floating).

  52. Connect the high voltage lead from the power factor set to Bushing Number 3.

  53. Open the circuit breaker.

  54. Turn on the power factor set.

  55. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 3 to ground with the circuit breaker in the open position.

  56. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  57. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  58. Slowly lower the output voltage of the power factor set to zero.

  59. Turn off the power factor set.

  60. Remove the high voltage lead from the power factor set from Bushing Number 3.

  61. No connections are to be made to Bushing Number 3 (left floating).

  62. Remove the external high voltage connections and grounds from Bushing Numbers 5 and 6.

  63. Connect the high voltage lead from the power factor set to Bushing Number 5.

  64. No connections are to be made to Bushing Number 6 (left floating).

  65. Check that there is sufficient electrical clearance from the disconnected external high voltage leads to the top of Bushing Numbers 5 and 6.

  66. Leave the ground lead from the power factor set connected to the substation ground connection to the circuit breaker.

  67. Check that the circuit breaker is in the open position.

  68. Turn on the power factor set.

  69. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 5 to ground with the circuit breaker in the open position.

  70. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  71. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  72. Slowly lower the output voltage of the power factor set to zero.

  73. Close the circuit breaker.

  74. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Numbers 5 and 6 to ground with the circuit breaker in the closed position.

  75. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  76. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  77. Slowly lower the output voltage of the power factor set to zero.

  78. Turn off the power factor set.

  79. Remove the high voltage lead from the power factor set from Bushing Number 5.

  80. No connections are to be made to Bushing Number 5 (left floating).

  81. Connect the high voltage lead from the power factor set to Bushing Number 6.

  82. Open the circuit breaker.

  83. Turn on the power factor set.

  84. Select Test Mode: GST (Grounded Specimen Test) – Ground Red and Blue Low Voltage Test Leads. (Note: The red and blue low voltage test leads are not used for this test.) This test mode measures the capacitance and watts loss of the insulation system from Bushing Number 6 to ground with the circuit breaker in the open position.

  85. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  86. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  87. Slowly lower the output voltage of the power factor set to zero.

  88. Turn off the power factor set.

  89. If the circuit breaker’s bushings have test taps (condenser bushings), continue on to Step 90. If not, reconnect the external high voltage connections to Bushing Numbers 1 through 6 and remove the grounds to complete the test.

  90. Leave the high voltage lead from the power factor set connected to the top of Bushing Number 6.

  91. Unscrew the test tap cover on the flange of Bushing Number 6.

  92. Connect the red low voltage lead from the power factor set to the test tap on Bushing Number 6.

  93. Turn on the power factor set.

  94. Select Test Mode: UST (Ungrounded Specimen Test) – Red Low Voltage Test Lead. (Note: Only the red low voltage test lead is used for this test.) This test mode measures the capacitance and watts loss of the insulation system from the center conductor of Bushing Number 6 to the bushing’s test tap. This is called the C1 insulation of the bushing.

  95. Slowly raise the output voltage of the power factor set to 10 kV rms. (For automated power factor sets, program the set for 10 kV rms test voltage level.)

  96. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  97. Slowly lower the output voltage of the power factor set to zero.

  98. Turn off the power factor set.

  99. Remove the red low voltage lead from the power factor set from the test tap on Bushing Number 6.

  100. Remove the high voltage lead from the power factor set from the top of Bushing Number 6.

  101. Connect the red low voltage lead from the power factor set to the top of Bushing Number 6.

  102. Connect the high voltage lead from the power factor set to the test tap on Bushing Number 6. (Note: A short clip jumper may be helpful in making this connection.)

  103. Check that there is sufficient electrical clearance from the energized end of the high voltage lead from the power factor set to the grounded metal around the test tap of Bushing Number 6.

  104. Turn on the power factor set.

  105. Select Test Mode: GST (Ungrounded Specimen Test) – Guard Red Low Voltage Test Lead. (Note: Only the red low voltage test lead is used for this test.) This test mode measures the capacitance and watts loss of the insulation system from the test tap of Bushing Number 6 to the grounded flange. This is called the C2 insulation of the bushing.

  106. Slowly raise the output voltage of the power factor set to 2 kV rms (for bushings rated 115 kV rms and above) or to 500 V rms (for bushings rated less than 115 kV rms). (For automated power factor sets, program the set for 2 kV rms or 500 V rms test voltage level.)

  107. Record the milliamps, watts, and capacitance and % PF (power factor) readings from the measurement.

  108. Slowly lower the output voltage of the power factor set to zero.

  109. Turn off the power factor set.

  110. Remove the high voltage lead from the power factor set from the test tap on Bushing Number 6.

  111. Install the test tap cover on Bushing Number 6.

  112. Remove the red low voltage lead from the power factor set from the top of Bushing Number 6.

  113. Reconnect the external high voltage connection and ground to the top of Bushing Number 6.

  114. Connect the high voltage lead from the power factor set to the top of Bushing Number 4.

  115. Repeat Steps 91-113 except perform the tests on Bushing Number 4.

  116. Connect the high voltage lead from the power factor set to the top of Bushing Number 2.

  117. Repeat Steps 91-113 except perform the tests on Bushing Number 2.

  118. Connect the high voltage lead from the power factor set to the top of Bushing Number 1.

  119. Repeat Steps 91-113 except perform the tests on Bushing Number 1.

  120. Connect the high voltage lead from the power factor set to the top of Bushing Number 3.

  121. Repeat Steps 91-113 except perform the tests on Bushing Number 3.

  122. Connect the high voltage lead from the power factor set to the top of Bushing Number 5.

  123. Repeat Steps 91-113 except perform the tests on Bushing Number 5.

  124. Remove grounds from the external high voltage leads to Bushing Numbers 1 through 6.

  125. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

Figure 3-7: Circuit Breaker Bushing and Pole Numbering Convention for Power Factor Testing

How are the test results interpreted? The test results are reviewed one set of measurements at a time. A circuit breaker needs to pass each individual set of measurements for it to pass the entire power factor test. For a dead-tank circuit breaker with bushings that do not have test taps, the individual measurements to be reviewed are:

  1. Circuit Breaker Open – Bushing Number 1

  2. Circuit Breaker Open – Bushing Number 2

  3. Circuit Breaker Open – Bushing Number 3

  4. Circuit Breaker Open – Bushing Number 4

  5. Circuit Breaker Open – Bushing Number 5

  6. Circuit Breaker Open – Bushing Number 6

  7. Circuit Breaker Closed – Pole 1 (Bushing Numbers 1-2)

  8. Circuit Breaker Closed – Pole 2 (Bushing Numbers 3-4)

  9. Circuit Breaker Closed – Pole 3 (Bushing Numbers 5-6)

  10. Tank-Loss Index – Pole 1 (Bushing Numbers 1-2)

  11. Tank-Loss Index – Pole 2 (Bushing Numbers 3-4)

  12. Tank-Loss Index – Pole 3 (Bushing Numbers 5-6)

The Circuit Breaker Open test results from all six bushings are reviewed by first comparing the microamp readings from each bushing to each other. Usually, the microamp readings from Bushing Numbers 1, 3 and 5 will be very close to each other and the microamp readings from Bushing Numbers 2, 4 and 6 will be very close to each other. On some circuit breakers, all six microamp readings will be very close to each other. This pattern will depend upon the internal construction of the circuit breaker. Therefore, circuit breakers of the same manufacturer and model number will have a similar pattern. Next, the power factor readings from each bushing of the Circuit Breaker Open test results are compared to each other. Usually, all six readings will be fairly close to each other. They also should be within the circuit breaker manufacturer’s power factor limits, if they exist. Whether manufacturer’s power factor limits exist or not, the microamp and power factor readings should be compared one phase at a time to previous tests of the same circuit breaker to establish trends. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of power factor tests. Trends with large changes are usually not normal and may require corrective action.

The Circuit Breaker Closed test results from all three poles are reviewed by first comparing the microamp readings from each pole to each other. Usually, the three readings will be very close to each other. Next, the power factor readings from each pole are compared to each other. Usually, all three readings will be very close to each other. They also should be within the circuit breaker manufacturer’s power factor limits, if they exist. Whether manufacturer’s power factor limits exist or not, the microamp and power factor readings should be compared one phase at a time to previous tests of the same circuit breaker to establish trends. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of power factor tests. Trends with large changes are usually not normal and may require corrective action.

The Circuit Breaker Open test results from all six bushings are reviewed by first comparing the microamp readings from each bushing to each other. Usually, the microamp readings from Bushing Numbers 1, 3 and 5 will be very close to each other and the microamp readings from Bushing Numbers 2, 4 and 6 will be very close to each other. On some circuit breakers, all six microamp readings will be very close to each other. This pattern will depend upon the internal construction of the circuit breaker. Therefore, circuit breakers of the same manufacturer and model number will have a similar pattern. Next, the power factor readings from each bushing of the Circuit Breaker Open test results are compared to each other. Usually, all six readings will be fairly close to each other. They also should be within the circuit breaker manufacturer’s power factor limits, if they exist. Whether manufacturer’s power factor limits exist or not, the microamp and power factor readings should be compared one phase at a time to previous tests of the same circuit breaker to establish trends. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of power factor tests. Trends with large changes are usually not normal and may require corrective action.

The Tank-Loss Index (TLI) in watts is calculated for each pole using the following formula:

TLI = (Circuit Breaker Closed watts) – (Sum of two Circuit Breaker Open watts)

For most circuit breakers, a TLI between +0.05 watts and -0.10 watts is considered normal.

For most circuit breakers, a TLI between +0.10 watts and +0.05 watts or between -0.10 watts and -0.20 watts is considered slightly abnormal. Corrective action is not normally required but a shorter time interval until the next series of power factor tests may be warranted.

For most circuit breakers, a TLI above +0.10 watts or below -0.20 watts is considered not normal and corrective action may be required.

Since some circuit breakers do not follow these limits, it is very important to compare the TLI values to previous tests of the same breaker to establish norms and trends.

For a dead-tank circuit breaker with bushings that do have test taps, the additional individual measurements to be reviewed are:

  1. C1 Test – Bushing Number 1

  2. C1 Test – Bushing Number 2

  3. C1 Test – Bushing Number 3

  4. C1 Test – Bushing Number 4

  5. C1 Test – Bushing Number 5

  6. C1 Test – Bushing Number 6

  7. C2 Test – Bushing Number 1

  8. C2 Test – Bushing Number 2

  9. C2 Test – Bushing Number 3

  10. C2 Test – Bushing Number 4

  11. C2 Test – Bushing Number 5

  12. C2 Test – Bushing Number 6

The C1 Test capacitance and power factor measurements for Bushing Number 1 are compared to the values on its nameplate which were measured at the time that the bushing was manufactured. They should also be compared to the same measurements from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of timing tests. Trends with large changes, such as a measurement of twice the nameplate power factor value or a measurement of 110% of the nameplate capacitance value, are usually not normal and may require corrective action.

The process above is used for the C1 Test results of the remaining bushings.

The C2 Test capacitance and power factor measurements for Bushing Number 1 are compared to the values on its nameplate which were measured at the time that the bushing was manufactured. They should also be compared to the same measurements from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next series of timing tests.

Trends with large changes, such as a measurement of twice the nameplate power factor value or a measurement of 110% of the nameplate capacitance value, are usually not normal and may require corrective action. Some bushing designs result in C2 capacitance and power factor measurements when installed in equipment that do not agree with the bushing’s nameplate. Usually, this is noted in the bushing manufacturer’s instruction manual. In this case, the initial measurements made when the bushing is placed in service are used as the reference or baseline measurements. The bushing manufacturer should be consulted if there are any questions or concerns.

The process above is used for the C2 Test results of the remaining bushings.

Table 3-12 provides an example of power factor test results of an oil circuit breaker with bushings that do have test taps that does not have issues.

Table 3-12: Example of power factor test results of an oil circuit breaker without issues
Test ID microamps Watts % Power Factor

Capacitance

(pF)

CB Open Tests
Bushing 1 1872 0.071 0.381 496.1
Bushing 2 1844 0.069 0.374 488.7
Bushing 3 1882 0.069 0.366 498.7
Bushing 4 1860 0.067 0.360 492.9
Bushing 5 1866 0.070 0.377 494.5
Bushing 6 1882 0.050 0.265 499.5
CB Closed Tests
Bushings 1-2 3650 0.100 0.273 967.2
Bushings 3-4 3660 0.096 0.269 969.9
Bushings 5-6 3670 0.100 0.272 972.5
Tank-Loss Index
Bushings 1-2 -0.040
Bushings 3-4 -0.040
Bushings 5-6 -0.020
Bushing C1 Tests
Bushing 1 1434 0.054 0.376 381
Bushing 2 1408 0.046 0.326 368
Bushing 3 1434 0.050 0.348 380
Bushing 4 1414 0.046 0.325 375
Bushing 5 1420 0.046 0.323 376
Bushing 6 1444 0.049 0.339 383
Bushing C2 Tests
Bushing 1 7894 0.402 0.509 2092
Bushing 2 9658 0.511 0.529 2559
Bushing 3 7415 0.363 0.490 1965
Bushing 4 7336 0.404 0.551 1944
Bushing 5 8725 0.453 0.519 2312
Bushing 6 7668 0.383 0.499 2032

An example of power factor test results of an oil circuit breaker with an elevated C1 power factor on Bushing 4 is shown in Table 3-13. Note that the elevated power factor on the Bushing 4 C1 Test also shows up as an elevated power factor on the Bushing 4 CB Open Test. This is due to the fact that both these tests measure the condition of Bushing 4.

Table 3-13: Example of power factor test results of an oil circuit breaker with an elevated C1 power factor on Bushing 4
Test ID Microamps Watts % Power Factor

Capacitance

(pF)

CB Open Tests
Bushing 1 1872 0.071 0.381 496.1
Bushing 2 1844 0.069 0.374 488.7
Bushing 3 1882 0.069 0.366 498.7
Bushing 4 1860 0.251 1.349 492.9
Bushing 5 1866 0.070 0.377 494.5
Bushing 6 1882 0.050 0.265 499.5
CB Closed Tests
Bushings 1-2 3650 0.100 0.273 967.2
Bushings 3-4 3660 0.285 0.779 969.9
Bushings 5-6 3670 0.100 0.272 972.5
Tank-Loss Index
Bushings 1-2 -0.040
Bushings 3-4 -0.035
Bushings 5-6 -0.020
Bushing C1 Tests
Bushing 1 1434 0.054 0.376 381
Bushing 2 1408 0.046 0.326 368
Bushing 3 1434 0.050 0.348 380
Bushing 4 1414 0.230 1.627 375
Bushing 5 1420 0.046 0.323 376
Bushing 6 1444 0.049 0.339 383
Bushing C2 Tests
Bushing 1 7894 0.402 0.509 2092
Bushing 2 9658 0.511 0.529 2559
Bushing 3 7415 0.363 0.490 1965
Bushing 4 7336 0.404 0.551 1944
Bushing 5 8725 0.453 0.519 2312
Bushing 6 7668 0.383 0.499 2032

An example of power factor test results of an SF6 gas circuit breaker that does not have issues is shown in Table 3-14. Note that the microamps and watts readings on Bushing Numbers 1, 3 and 5 are similar and the same readings on Bushing Numbers 2, 4 and 6 are similar but different from the odd numbered bushings. This is due to the differences in the internal construction of the circuit breaker.

Table 3-14: Example of power factor test results of an SF6 gas circuit breaker without issues
Test ID Microamps Watts % Power Factor

Capacitance

(pF)

CB Open Tests
Bushing 1 361 0.0056 0.155 95.7
Bushing 2 524 0.0072 0.137 138.9
Bushing 3 361 0.0050 0.139 95.7
Bushing 4 526 0.0078 0.148 139.4
Bushing 5 360 0.0052 0.144 95.4
Bushing 6 525 0.0076 0.145 139.1
CB Open Tests
Bushings 1-2 9 0.0002 2.4
Bushings 3-4 10 0.0002 2.6
Bushings 5-6 9 0.0000 2.4

5. Hi-Pot Testing

What is the test? The Hi-pot test measures the dielectric withstand capability or electrical strength of the insulation systems in the circuit breaker. “Hi-Pot” is a shortened version of “High-Potential”. This test is either conducted using a DC or AC output high voltage Hi-pot test set.

What are the test’s objectives? The objectives of the Hi-pot test are to assist in making an assessment of the condition of the insulation systems in the circuit breaker. This is done by determining whether or not these insulation systems can withstand the magnitude of the applied test voltage for the time duration of the test (normally 1 minute). This is a Pass/Fail test. There are no test measurements to be trended or compared with previous tests. When possible, the circuit breaker’s instruction manual or manufacturer should be consulted for the values of the voltage and time duration of the test. If the insulation system breaks down (shorts out) before the test time has been completed, the test is considered “Failed”. The test needs to be repeated after repairs or replacement of the insulation system have been made. A “Pass” is needed before placing the equipment into service.

What does the test check/test/measure/evaluate? The Hi-pot test evaluates the electrical strength of insulation systems. The overall circuit breaker insulation system can be tested or the following individual components:

  • Vacuum interrupters
  • Bushings
  • Grading or TRV capacitors (only using a dc hi-pot)
  • Internal support insulators
  • External support insulators
  • Operating rods

What are the test’s limitations? This is a Pass/Fail test and requires the breaker to be taken out on clearance for the test. There are no test measurements to be trended or compared with previous tests. There are no test measurements that could be used to grade or to rate the quality of the insulation system. The insulation system either passes the test or it fails. Additional testing of the insulation system, such as power factor measurements, is usually performed when supplemental information is needed to assess the condition of the insulation system.

The DC Hi-pot test requires a slower voltage ramp up time then the AC tester and does not stress the insulation with both polarities. The AC Hi-pot test results in higher normal leakage currents which could lead to more destruction if the insulation fails during the test. The DC Hi-pot is the only option for testing some internal components (e.g. capacitors).

Another limitation is the cost of the Hi-pot test equipment. For example, the cost of a 310 kV AC Hi-pot test set to test a 145 kV circuit breaker may exceed the maintenance budgets of most users. For this reason, they may choose to rent a test set when needed or to not perform the test at all.

When does the test need to be performed? All circuit breaker manufacturers perform Hi-pot testing on each new circuit breaker before it leaves the factory, as required by IEEE Standards. However, Hi-pot testing practices in the field are not standardized across the industry and vary widely. The following is a listing of when Hi-pot testing may be performed in the field.

When maintenance work or inspection and minor adjustments have been made but neither the internal or external ground insulation has been disturbed, no dielectric proof test is required. However, it is may be necessary to proof the test to determine that there is no foreign material left in the circuit breaker and that the internal insulation is dry (i.e., the internal portions of the bushing, high pressure gas feed tubes and operating rods).

A dielectric proof test is required:

  1. As an acceptance or commissioning test of a new circuit breaker.

  2. As part of a condition assessment of an old, service-aged circuit breaker.

  3. As part of a condition assessment after a circuit breaker has been exposed to severe stress such as a lightning strike or an interruption of high fault current.

  4. As part of a condition assessment after an internal inspection resulting in major replacement of operating linkages parts, etc.

  5. As part of a condition assessment after a component of the main insulation system, such as a bushing or lift rod, has been replaced.

  6. Restoration to service of a circuit breaker that has been de-energized for more than x months (typically 12 months).

  7. As a pass/fail test of vacuum bottles.

For vacuum bottles, this test needs to be performed upon the initial commissioning of the circuit breaker and as regular periodic maintenance tests. Also, special investigative tests may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. Condition based triggers may supplement the time-based triggers to help factor the breaker exposed service conditions. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). Normally, external high voltage connections are removed from the circuit breaker so that only the circuit breaker itself is being tested and to minimize the risk of flashing across the open circuit breaker disconnect switches or their insulators during the test. Current transformers in use on the circuit breaker are left connected to their protective relays and meters. Unused current transformers should have their secondaries shorted and grounded. The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. The outside surfaces of the bushing insulation (normally porcelain or composite material) should be inspected and cleaned if necessary before performing the test. The top terminals of the bushings should also be inspected and cleaned to insure a good connection point for the test equipment leads. Surface moisture on the bushings can have a negative impact on the test so it is preferred to not perform this test in rain, snow or high humidity conditions. The test voltage used for the Hi-pot test varies depending upon the purpose of the test. For routine tests, such as vacuum bottle Hi-pot testing, the test voltage level is normally listed in the circuit breaker’s instruction manual. For acceptance or commissioning testing of the dielectric withstand capability of the entire circuit breaker, test voltage levels between 75-80% of factory test values are commonly used. For example, a 145 kV circuit breaker is tested at 310 kV rms at the power system frequency at the factory. An acceptance or commissioning test value between 232.5 and 248.0 kV rms at the power system frequency would be used. For condition assessment testing of the circuit breaker, a test voltage level of 110-120% of normal in-service phase-to-ground voltage is commonly used. For example, a 145 kV circuit breaker on a 138 kV system would be tested at a value between 88-96 kV rms (110-120% of 80 kV phase to ground system voltage) at the power system frequency. The circuit breaker manufacturer should be consulted whenever Hi-pot test voltages are not listed in their instruction manual. Note that if a DC Hi-pot test set is used the equivalent peak voltage is equal to 1.414 times the AC RMS (root mean squared) voltage.

The following are the general steps required to measure the dielectric withstand capability of the circuit breaker with a field Hi-pot test set. Six measurements will be made (one per bushing) with the circuit breaker in the open position. Three measurements will be made (one per phase) with the circuit breaker in the closed position. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads to Bushing Numbers 1 through 6 (reference Figure 3-8 Circuit Breaker Bushing and Pole Numbering Convention for Hi-pot Testing).

  4. Connect the ground output of the Hi-pot set to the substation ground connection to the circuit breaker.

  5. Remove the external high voltage connection and ground from Bushing Number 1.

  6. Connect the high voltage output of the Hi-pot set to Bushing Number 1 with solid bare copper wire (16 AWG wire size is often used for this).

  7. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  8. Check that the circuit breaker is in the open position.

  9. Turn on the Hi-pot set and slowly raise the output voltage to the desired test level.

  10. Maintain the desired test voltage level for one minute while continuously monitoring the output voltage (and current if available) and time duration of the test.

  11. If there is a breakdown in the dielectric strength of the circuit breaker’s insulation during the test, the output voltage of the Hi-pot set will suddenly decrease. Immediately reduce the output voltage of the Hi-pot set to zero and record the time duration into the one minute test when the breakdown occurred and the voltage (and current if available) at the time of the breakdown.

  12. If there is no breakdown in the dielectric strength of the circuit breaker’s insulation by the end of the one minute test interval, slowly lower the output voltage of the Hi-pot set to zero and turn it off. Record the test voltage level (and current if available) for the test.

  13. Remove the external high voltage connection and ground from Bushing Number 2.

  14. Check that there is sufficient electrical clearance from the top of Bushing Number 2 to the disconnected external high voltage lead and from nearby leads, structures and equipment.

  15. Close the circuit breaker.

  16. Repeat the Hi-pot test by following Steps 9-12 above.

  17. Remove the high voltage output of the Hi-pot set from Bushing Number 1.

  18. Reconnect the external high voltage connection and ground to Bushing Number 1.

  19. Connect the high voltage output of the Hi-pot set to Bushing Number 2.

  20. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  21. Leave the ground output of the Hi-pot set connected to the substation ground connection to the circuit breaker.

  22. Open the circuit breaker.

  23. Repeat the Hi-pot test by following Steps 9-12 above.

  24. Remove the high voltage output of the Hi-pot set from Bushing Number 2.

  25. Reconnect the external high voltage connection and ground to Bushing Number 2.

  26. Remove the external high voltage connection and ground from Bushing Number 4.

  27. Connect the high voltage output of the Hi-pot set to Bushing Number 4.

  28. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  29. Leave the ground output of the Hi-pot set connected to the substation ground connection to the circuit breaker.

  30. Check that the circuit breaker is in the open position.

  31. Repeat the Hi-pot test by following Steps 9-12 above.

  32. Remove the external high voltage connection and ground from Bushing Number 3.

  33. Check that there is sufficient electrical clearance from the top of Bushing Number 3 to the disconnected external high voltage lead and from nearby leads, structures and equipment.

  34. Close the circuit breaker.

  35. Repeat the Hi-pot test by following Steps 9-12 above.

  36. Remove the high voltage output of the Hi-pot set from Bushing Number 4.

  37. Reconnect the external high voltage connection and ground to Bushing Number 4.

  38. Connect the high voltage output of the Hi-pot set to Bushing Number 3.

  39. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  40. Leave the ground output of the Hi-pot set connected to the substation ground connection to the circuit breaker.

  41. Open the circuit breaker.

  42. Repeat the Hi-pot test by following Steps 9-12 above.

  43. Remove the high voltage output of the Hi-pot set from Bushing Number 3.

  44. Reconnect the external high voltage connection and ground to Bushing Number 3.

  45. Remove the external high voltage connection and ground from Bushing Number 5.

  46. Connect the high voltage output of the Hi-pot set to Bushing Number 5.

  47. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  48. Leave the ground output of the Hi-pot set connected to the substation ground connection to the circuit breaker.

  49. Check that the circuit breaker is in the open position.

  50. Repeat the Hi-pot test by following Steps 9-12 above.

  51. Remove the external high voltage connection and ground from Bushing Number 6.

  52. Check that there is sufficient electrical clearance from the top of Bushing Number 6 to the disconnected external high voltage lead and from nearby leads, structures and equipment.

  53. Close the circuit breaker.

  54. Repeat the Hi-pot test by following Steps 9-12 above.

  55. Remove the high voltage output of the Hi-pot set from Bushing Number 5.

  56. Reconnect the external high voltage connection and ground to Bushing Number 5.

  57. Connect the high voltage output of the Hi-pot set to Bushing Number 6.

  58. Check that the high voltage output bare copper wire has sufficient electrical clearance from the disconnected external high voltage lead and from nearby leads, structures and equipment.

  59. Leave the ground output of the Hi-pot set connected to the substation ground connection to the circuit breaker.

  60. Open the circuit breaker.

  61. Repeat the Hi-pot test by following Steps 9-12 above.

  62. Remove the high voltage output of the Hi-pot set from Bushing Number 6.

  63. Reconnect the external high voltage connection and ground to Bushing Number 6.

  64. Remove grounds from the external high voltage leads to Bushing Numbers 1 through 6.

  65. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

Figure 3-8: Circuit Breaker Bushing and Pole Numbering Convention for Hi-pot Testing

How are the test results interpreted? This is a Pass/Fail test. In order for the component(s) of the circuit breaker being tested to pass the test, they must withstand the test voltage for the entire test period (normally 1 minute). If the insulation system breaks down (shorts out) before the end of the test period, the test has failed. A circuit breaker needs to pass each individual test for it to pass the entire Hi-pot test.

6. Oil Dielectric Breakdown

What is the test? The oil dielectric breakdown test measures the dielectric strength of the insulating oil in the circuit breaker.

What are the test’s objectives? The objectives of the oil dielectric breakdown test are to assist in making an assessment of the condition of the insulating oil in the circuit breaker. This is done by accurately measuring the level, in AC kilovolts, where a sample of the oil from the circuit breaker breaks down when exposed to a high voltage. These measurements are then compared to the circuit breaker manufacturer’s specifications to see if the oil is suitable to perform its insulating and arc extinguishing functions. The measurements are also compared to previous test results from the same circuit breaker to determine if the measurements are remaining constant or changing. For example, a marked decrease in the oil dielectric breakdown measurement may indicate that a high level of carbon has developed in the oil from arc interruptions. If the oil dielectric breakdown measurements are less than the circuit breaker manufacturer’s minimum specifications, corrective action, such as filtering the oil, is needed. If the breaker has internal wood or fiber components and the dielectric is lowered by moisture then an internal inspection and/or power factor test is advisable and the source of the moisture corrected.

What does the test check/test/measure/evaluate? The oil dielectric breakdown test evaluates the condition of the insulating oil in the circuit breaker by measuring its electrical strength.

What are the test’s limitations? One test may not be representative of the actual condition of the oil. Performing multiple tests is preferred. The results of the multiple tests can then be analyzed to better assess the condition of the oil. There are two ASTM standards for measuring the dielectric breakdown levels of insulating oil, D-877 and D-1816. The D-877 standard is not very sensitive to low levels of contaminants or moisture. The D-1816 standard is very sensitive to dissolved gases in oil to the point of failing an acceptable sample of oil when excessive amounts of dissolve gases are present.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. This test has also been performed based upon the service duty of the breaker (e.g. number of fault interruptions, total load current interruptions since last test, etc.). These factors are explained in more detail elsewhere in this guidebook. Which type of circuit breakers is the test used on? As the name implies, this test is only used on oil circuit breakers.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). A sample of the circuit breaker’s insulating oil is required for this test. If the circuit breaker has one tank per phase, then three oil samples are required. If the circuit breaker has all three phases contained in one tank, then only one oil sample is required. The sample is analyzed at the substation with a field test set which measures the dielectric breakdown of the oil. There are two ASTM standards for measuring the dielectric breakdown levels of insulating oil, D-877 and D-1816. The D-877 standard uses a test cell consisting of two 1.0 inch (25.4 mm) diameter flat disc electrodes with a 0.1 inch (2.54 mm) gap. One of the electrodes is fixed and the other is adjustable to provide the required gap. The rate of rise of the voltage for the D-877 standard test is 3000 volts per second. The D-1816 standard uses a test cell consisting of two VDE (mushroom cap shape) 36 mm (1.42 inch) electrodes with either a 1.0 mm (0.04 inch) gap or a 2.0 mm (0.08 inch) gap. One of the electrodes is fixed and the other is adjustable to provide the required gap. The choice of the 1.0 mm gap or the 2.0 mm gap depends upon the circuit breaker manufacturer’s requirements or the practice of the owner of the circuit breaker. The rate of rise of the voltage for the D-1816 standard test is 500 volts per second. The D-1816 standard test cell contains a circulating system to stir the oil before and during the test. A circulating system is not used in the D-877 standard test cell. Most modern field test sets are capable of performing the D-877 or the D-1816 standard tests by using two different test cells.

The following are the general steps required to measure the dielectric breakdown level of the insulating oil with a field test set. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker from which the oil sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three oil samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The oil sample is collected from the oil drain valve on each tank of the circuit breaker.

  4. Place oil absorbing mats under the sampling area.

  5. Have clean dry rags on hand.

  6. Place a clean empty one gallon bucket under the oil drain valve.

  7. Slowly open the oil drain valve until oil begins to flow into the one gallon bucket.

  8. Allow the oil to drain into the one gallon bucket watching for signs of water droplets or bubbles in the oil through the tygon tubing or the oil in the one gallon bucket.

  9. Close the oil drain valve as the one gallon bucket becomes full.

  10. Empty the oil from the one gallon bucket into a larger storage vessel for transportation and disposal off site.

  11. Continue to drain the oil until water droplets or bubbles are no longer seen in the oil. Some utilities have installed sampling lines and valves on the equipment to reduce the possibility of contamination. In this case just draw the sample into a sampling vial. This also reduces the time required to perform the task.

  12. After water droplets or bubbles are no longer seen in the oil, drain two more gallons of oil.

  13. Collect enough oil in the one gallon bucket or sampling vial to fill the oil test cell of the field test set.

  14. Close the oil sampling valve.

  15. To perform a D-877 standard test:

    a. Configure the test cell with two 1.0 inch (25.4 mm) diameter flat disc electrodes with a 0.1 inch (2.54 mm) gap.

    b. Transfer the oil sample from the one gallon bucket or sampling vial into the oil test cell.

    c . Let the oil stand in the test cell for 2.0 minutes before performing any tests.

    d. Set the rate of rise for the test voltage to 3000 volts per second.

    e. Perform the test.

    f. Record the breakdown voltage in AC kilovolts.

    g. Let the oil stand for 1.0 minute.

    h. Perform the test.

    i. Record the breakdown voltage in AC kilovolts.

    j. Let the oil stand for 1.0 minute.

    k. Repeat for a total of five tests.

    l. Empty the oil in the oil test cell into a larger storage vessel for transportation and disposal off site.

  1. To perform a D-1816 standard test:

    a. Configure the test cell with two VDE (mushroom shaped) 36 mm (1.42 inch) sphere electrodes with either a 1.0 mm (0.04 inch) gap or a 2.0 mm (0.08 inch) gap. (The choice of the 1.0 mm gap or the 2.0 mm gap depends upon the circuit breaker manufacturer’s requirements or the practice of the owner of the circuit breaker.)

    b. Transfer the oil sample from the one gallon bucket into the oil test cell.

    c. Some utilities have installed sampling lines and valves on the equipment so as to reduce the possibility of contamination. In this case just draw the sample into a sampling vial. This also reduces the time required to perform the task.

    d. Let the oil stand in the test cell for 3.0 minutes with the oil circulation system in operation before performing any tests.

    e. Set the rate of rise for the test voltage to 500 volts per second.

    f. Perform the test with the oil circulation system in operation.

    g. Record the breakdown voltage in AC kilovolts.

    h. Let the oil stand for 75 seconds with the oil circulation system in operation.

    i. Perform the test with the oil circulation system in operation.

    j. Record the breakdown voltage in AC kilovolts.

    k. Let the oil stand for 75 seconds with the oil circulation system in operation.

    l. Repeat for a total of five tests.

    m. Empty the oil in the oil test cell into a larger storage vessel for transportation and disposal off site.

How are the test results interpreted? First, the circuit breaker manufacturer’s oil dielectric breakdown (sometimes called dielectric strength) limits need to be obtained from the circuit breaker’s instruction manual. There is normally a minimum oil dielectric breakdown level for new oil and a lower minimum oil dielectric breakdown level for the periodic testing of the oil after the circuit breaker has been placed into service. The circuit breaker manufacturer should also specify the dielectric test method for their limits. For example, if the manufacturer states: “The dielectric strength of new oil should be at least 26,000 volts when tested with 1” disc terminals 0.1” apart”, this refers to the ASTM D-877 standard test. Care must be taken to match the ASTM standard test method used to test the oil with the ASTM standard test method stated in the circuit breaker manufacturer’s limits. The oil dielectric breakdown test results and limits are not the same between the different ASTM standard test methods for a given oil sample. The circuit breaker manufacturer must describe or state the ASTM standard test method to be used for his limits. Second, the average value of the five oil dielectric breakdown tests for each oil tank should be compared to the circuit breaker manufacturer’s limits. The new oil limit should be used for new oil and the service-aged oil limit for service-aged oil. If the average oil dielectric breakdown test value is very near to or below the appropriate limit, corrective action such as filtering the oil in that tank is normally required. Third, the average value of the five oil dielectric breakdown tests for each oil tank should be compared to previous test results for that oil tank. Observe the trend of the test results for each tank. Are they staying fairly the same? Are they slowly decreasing? Have there been any large changes in the readings? Trends which are constant or slowly decreasing are usually normal and rarely require corrective action. Trends with large changes are usually not normal and may require corrective action.

Table 3-15 shows an example of typical results from an oil dielectric breakdown test.

Table 3-16 shows an example of oil dielectric breakdown test results of an oil circuit breaker decreasing below the manufacturer’s minimum limit over time.

Table 3-15: Typical results from an oil dielectric breakdown test
Test ID

Oil Dielectric

Breakdown Level

(kV)

Test 1 39
Test 2 25
Test 3 30
Test 4 31
Test 5 32
Average 31.4
Table 3-16: Example of oil dielectric breakdown test results of an oil circuit breaker decreasing below manufacturer’s minimum limit over time
Test Date

Average

Oil Dielectric

Breakdown Level

(kV)

Manufacturer’s

Oil Dielectric

Breakdown Level

Limit (min.)

(kV)

3/19/91 45 26
2/21/95 40 26
5/23/01 36 26
6/1/05 30 26
4/15/12 22 26

7. Dissolved Gas in Oil Analysis

What is the test? The dissolved gas in oil analysis test measures the levels, in ppm, of specific gases dissolved in the oil of the circuit breaker.

What are the test’s objectives? The objectives of the dissolved gas in oil analysis test are to assist in making an assessment of the condition of the arcing and main contacts in the circuit breaker. This is done by accurately measuring the levels, in ppm, of key gases dissolved in the insulating oil of the circuit breaker. Circuit breaker manufacturers do not have dissolved gas in oil analysis test specifications. Therefore, the measurements are compared to statistical data from dissolved gas in oil analysis test results from similar circuit breakers and to previous test results from the same circuit breaker to determine if they are elevated, remaining constant or changing. Also, ratios of certain gases may be compared as part of the analysis.

What does the test check/test/measure/evaluate? The dissolved gas in oil analysis test evaluates the condition of the insulating oil in the circuit breaker by measuring the levels, in ppm, of the following key gases which are dissolved in the oil:

  • Hydrogen (H2)
  • Methane (CH4)
  • Ethane (C2H6)
  • Ethylene (C2H4)
  • Acetylene (C2H2)
  • Oxygen (O2)
  • Nitrogen (N2)

The relative levels of these gases individually, and in ratios, can be used to detect problems inside of the circuit breaker such as degradation of the main and/or arcing contacts.

What are the test’s limitations? Gassing patterns can vary between different types of oil circuit breakers. A sizeable quantity of dissolved gas in oil analysis test results are required to establish valid patterns in the gasses generated in each type of oil circuit breaker. Also, different gassing patterns can exist within one type of oil circuit breaker due to the use of different materials in the main contacts, arcing contacts and interrupters.

There are no Standards or Guides in the industry for analyzing or interpreting the test results of dissolved gas in oil analysis in circuit breakers.

Most oil circuit breakers do not have oil sampling valves built into their drain valves. This presents a challenge to properly obtain an oil sample for dissolved gas in oil analysis.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 3 months to 3 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. This test has also been performed based upon the service duty of the breaker (e.g. number of fault interruptions, total load current interruptions since last test, etc.). These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? As the name implies, this test is only used on oil circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). A sample of the circuit breaker’s insulating oil is required for this test. The sample will be sent to a laboratory for the analysis to be performed. If the circuit breaker has one tank per phase, then three oil samples are required. If the circuit breaker has all three phases contained in one tank, then only one oil sample is required. Each oil sample is collected in a glass syringe. The size of the glass syringe is normally 100 cc. If moisture in oil analysis is also to be performed on the oil sample, 100 cc is normally sufficient for both analyses.

The following steps are required to properly obtain an oil sample in a syringe:

  1. Properly identify the circuit breaker from which the oil sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three oil samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The oil sample is collected from the oil drain valve on each tank of the circuit breaker. This drain valve is not normally equipped with a sampling valve. A sampling valve can be permanently added to the drain valve or attached temporarily when the oil sample is obtained. One method of attaching a sampling valve to a drain valve is to use a series of reducers to step the size of the drain valve down to the size of the sampling valve. Obtaining an oil sample directly from the drain valve is not recommended. A very slow oil flow rate is needed to properly obtain an oil sample. This flow rate cannot be properly controlled with the drain valve. Also, the oil sample syringe needs to be connected to the valve with a short piece of tubing. The oil sampling valve provides a place to connect this tubing whereas the drain valve does not. Some utilities have installed sampling lines and valves on the equipment so as to reduce the possibility of contamination. In this case just draw the sample into a sampling vial. This also reduces the time required to perform the task.

  4. Place oil absorbing mats under the sampling area.

  5. Have clean dry rags on hand.

  6. Connect a short section of tygon tubing to the oil sampling valve.

  7. Place the other end of the tygon tubing into a clean empty one gallon bucket.

  8. Open the oil sampling valve.

  9. Slowly open the oil drain valve until oil begins to flow into the one gallon bucket.

  10. Allow the oil to drain into the one gallon bucket watching for signs of water droplets or bubbles in the oil through the tygon tubing or the oil in the one gallon bucket.

  11. Close the oil sampling valve as the one gallon bucket becomes full.

  12. Empty the oil from the one gallon bucket into a larger storage vessel for transportation and disposal off site.

  13. Continue to drain the oil until water droplets or bubbles are no longer seen in the oil.

  14. After water droplets or bubbles are no longer seen in the oil, drain two more gallons of oil.

  15. Close the oil sampling valve.

  16. Measure the temperature of the oil in the one gallon bucket and record it on the oil sample sheet that will be sent to the laboratory with the oil sample syringe.

  17. Check that the plunger on the syringe is pushed in.

  18. Remove the end of the tygon tubing from the one gallon bucket and connect it to the stopcock on the syringe.

  19. Turn the syringe so that the plunger is facing down and the stopcock is facing up.

  20. Slowly open the oil sampling valve.

  21. Turn the stopcock on the syringe to allow oil to flow into the syringe.

  22. Pull down slowly on the plunger.

  23. Fill the syringe to slightly past the last demarcation line on the syringe.

  24. Turn the stopcock to stop filling the syringe.

  25. Turn the stopcock to drain oil from the syringe into the one gallon bucket.

  26. Slowly push the plunger in to expel any air bubbles that may be present in the oil in the syringe. Stop when the air bubbles have been removed.

  27. Turn the stopcock on the syringe to allow oil to flow into the syringe.

  28. Pull down slowly on the plunger.

  29. Fill the syringe to the last demarcation line on the syringe but not past it.

  30. Turn the stopcock to the closed position.

  31. Close the oil sampling valve.

  32. Close the oil drain valve.

  33. Disconnect the tygon tubing from the stopcock.

  34. Disconnect the tygon tubing from the oil sampling valve.

  35. Fill in the oil sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Sample Oil Temperature

    g. Tests Required: Dissolved Gas Analysis (DGA) – ASTM D-3612

  36. Send the filled syringe and filled-in oil sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? There are no Standards or Guides in the industry for the interpretation of dissolved gas in oil analysis of circuit breakers. Widely used limits for the individual gases do not exist. Also, since the level of each gas generated in an oil circuit breaker varies between different types of oil circuit breakers and within one type of oil circuit breaker when different materials are used in the main contacts, arcing contacts and interrupters, it is preferred that the owner and/or operator of the oil circuit breaker establish their own limits for each gas for each common group of oil circuit breakers. This process involves performing a statistical analysis of the dissolved gas in oil analysis test results for a common group of oil circuit breakers. The larger the number of test results that are analyzed, the more accurate the statistical analysis will be. Usually, 100 or more test results are desired for a good statistically analysis. Statistical analysis can be performed on few test results than this, but the accuracy of the analysis will be reduced.

Once the statistical analysis has been performed, information on the actual physical erosion or damage of the main contacts, arcing contacts and interrupters needs to be obtained. This is done by performing internal inspections of these components in the oil circuit breakers with the highest levels of dissolved gases in oil. This will help in understanding the relationship between the physical erosion or damage to these components and the levels of the various gases dissolved in the oil. It will also help in establishing the levels for each gas where internal inspections of main contacts, arcing contacts and interrupters in oil circuit breakers are warranted.

Another valuable statistical analysis is to analyze the ratios of certain gases. Some common ratios which are analyzed are:

  • Ethylene (C2H4)/Acetylene (C2H2)
  • Methane (CH4)/Acetylene (C2H2)
  • Nitrogen (N2)/Oxygen (O2)

The first two ratios above are used to predict erosion or damage to the main contacts, arcing contacts and interrupters. The third ratio is used to predict blocked vents on free-breathing oil circuit breakers.

Once the action levels for each gas and gas ratio has been established for each common group of oil circuit breakers, the dissolved gas in oil analysis test results are compared to these levels. If the action levels for one or more individual gases or gas ratios have been exceeded, an internal inspection of the main contacts, arcing contacts and interrupters may be warranted.

An example of dissolved gas in oil analysis results of an oil circuit breaker over time is shown in Table 3-17.

Table 3-17: Example of dissolved gas in oil analysis results of an oil circuit breaker over time
Sample Date 10/24/00 10/16/01 10/9/02 10/1/03 10/4/04
Hydrogen (H2) (ppm) 37 27 14 16 18
Methane (CH4) (ppm) 17 70 283 278 378
Ethane (C2H6) (ppm) 2 49 168 619 1082
Ethylene (C2H4) (ppm) 36 327 737 1812 2911
Acetylene (C2H2) (ppm) 204 305 169 279 372
CH4/C2H2 0.083 0.230 1.675 .996 1.016
C2H4/C2H2 0.176 1.072 4.361 6.495 7.825
Oxygen (O2) (ppm) 13382 21312 20761 10352 16928
Nitrogen (N2) (ppm) 82281 66655 61664 52794 46840
N2/O2 6.149 3.128 2.970 5.100 2.767

8. Moisture in Oil Analysis

What is the test? The moisture in oil analysis test measures the level, in ppm, of moisture in the oil of the circuit breaker.

What are the test’s objectives? The objectives of the moisture in oil analysis test are to assist in making an assessment of the condition of the insulating oil in the circuit breaker. This is done by accurately measuring the level, in ppm, of moisture in the insulating oil of the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications, when they exist, to see if the circuit breaker’s insulating oil is deteriorating. Most commonly, circuit breaker manufacturers do not have moisture in oil analysis test specifications. Therefore, the measurements are compared to previous test results from the same circuit breaker to determine if they are remaining constant or changing. For example, a marked increase in the moisture in oil measurement may indicate that a leak has developed in one of the bushing flange gaskets.

What does the test check/test/measure/evaluate? The moisture in oil analysis test evaluates the condition of the insulating oil in the circuit breaker by measuring the level, in ppm, of the moisture in the oil.

What are the test’s limitations? This test is very sensitive to sampling technique. Most oil circuit breakers do not have oil sampling valves built into their drain valves. This presents a challenge to properly obtain an oil sample for moisture in oil analysis while not introducing additional moisture.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at the same time as other oil tests are being performed (e.g. dielectric, dissolved gas, particles, etc.).

Which type of circuit breakers is the test used on? As the name implies, this test is only used on oil circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). A sample of the circuit breaker’s insulating oil is required for this test. The sample will be sent to a laboratory for the analysis to be performed. If the circuit breaker has one tank per phase, then three oil samples are required. If the circuit breaker has all three phases contained in one tank, then only one oil sample is required. Each oil sample is collected in a glass syringe. The size of the glass syringe is normally 100 cc. If dissolved gas in oil analysis is also to be performed on the oil sample, 100 cc is normally sufficient for both analyses.

The following steps are required to properly obtain an oil sample in a syringe:

  1. Properly identify the circuit breaker from which the oil sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three oil samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The oil sample is collected from the oil drain valve on each tank of the circuit breaker. This drain valve is not normally equipped with a sampling valve. A sampling valve can be permanently added to the drain valve or attached temporarily when the oil sample is obtained. One method of attaching a sampling valve to a drain valve is to use a series of reducers to step the size of the drain valve down to the size of the sampling valve. Obtaining an oil sample directly from the drain valve is not recommended. A very slow oil flow rate is needed to properly obtain an oil sample. This flow rate cannot be properly controlled with the drain valve. Also, the oil sample syringe needs to be connected to the valve with a short piece of tubing. The oil sampling valve provides a place to connect this tubing whereas the drain valve does not.

  4. Place oil absorbing mats under the sampling area.

  5. Have clean dry rags on hand.

  6. Connect a short section of tygon tubing to the oil sampling valve.

  7. Place the other end of the tygon tubing into a clean empty one gallon bucket.

  8. Open the oil sampling valve.

  9. Slowly open the oil drain valve until oil begins to flow into the one gallon bucket.

  10. Allow the oil to drain into the one gallon bucket watching for signs of water droplets or bubbles in the oil through the tygon tubing or the oil in the one gallon bucket.

  11. Close the oil sampling valve as the one gallon bucket becomes full.

  12. Empty the oil from the one gallon bucket into a larger storage vessel for transportation and disposal off site.

  13. Continue to drain the oil until water droplets or bubbles are no longer seen in the oil.

  14. After water droplets or bubbles are no longer seen in the oil, drain two more gallons of oil.

  15. Close the oil sampling valve.

  16. Measure the temperature of the oil in the one gallon bucket and record it on the oil sample sheet that will be sent to the laboratory with the oil sample syringe.

  17. Check that the plunger on the syringe is pushed in.

  18. Remove the end of the tygon tubing from the one gallon bucket and connect it to the stopcock on the syringe.

  19. Turn the syringe so that the plunger is facing down and the stopcock is facing up.

  20. Slowly open the oil sampling valve.

  21. Turn the stopcock on the syringe to allow oil to flow into the syringe.

  22. Pull down slowly on the plunger.

  23. Fill the syringe to slightly past the last demarcation line on the syringe.

  24. Turn the stopcock to stop filling the syringe.

  25. Turn the stopcock to drain oil from the syringe into the one gallon bucket.

  26. Slowly push the plunger in to expel any air bubbles that may be present in the oil in the syringe. Stop when the air bubbles have been removed.

  27. Turn the stopcock on the syringe to allow oil to flow into the syringe.

  28. Pull down slowly on the plunger.

  29. Fill the syringe to the last demarcation line on the syringe but not past it.

  30. Turn the stopcock to the closed position.

  31. Close the oil sampling valve.

  32. Close the oil drain valve.

  33. Disconnect the tygon tubing from the stopcock.

  34. Disconnect the tygon tubing from the oil sampling valve.

  35. Fill in the oil sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Sample Oil Temperature

    g. Tests Required: Moisture Content – ASTM D-1533b

Send the filled syringe and filled-in oil sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? First, the moisture in oil analysis test results should be compared to the oil circuit breaker manufacturer’s limits. Most commonly, circuit breaker manufacturers do not have limits for this test. Some oil circuit breaker owners and/or operators use a limit in the range of 60 ppm for the moisture in oil test. If this limit is exceeded, follow-up action such as oil dielectric breakdown testing to confirm the problem and/or filtering of the oil to remove the moisture may be required. Second, the test results should also be compared to the same results from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next moisture in oil analysis. Trends with large changes are usually not normal and may require corrective action such as locating the source(s) for water to enter the oil tank.

Table 3-18 shows an example of moisture in oil analysis results of an oil circuit breaker over time.

Table 3-18: Example of moisture in oil analysis results of an oil circuit breaker over time
Sample Date 6/6/01 6/17/02 6/30/03 6/4/04 5/30/05
Oil Temperature (ºC) 20 30 25 32 30
Moisture (ppmv) 38 49 24 42 57
Relative Saturation (%) 69 58 35 46 68
Dew Point (ºC) 12 17 2 14 21

9. SF6 Gas Analysis Tests

SF6 gas analysis tests include the following:

  • SF6 Moisture Content
  • SF6 Gas Purity
  • SF6 Gas By-Products

SF6 Gas Moisture Content

What is the test? The SF6 gas moisture content test measures the level, in ppm, of moisture vapor in the SF6 gas of the circuit breaker.

What are the test’s objectives? The objectives of the SF6 gas moisture content test are to assist in making an assessment of the condition of the SF6 gas in the circuit breaker and as an indicator of possible leaks in the SF6 gas system. This is done by accurately measuring the level, in ppm by volume, of moisture vapor in the SF6 gas of the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications to see if the SF6 gas is suitable to perform its insulating and arc extinguishing functions. The measurements are also compared to previous test results from the same circuit breaker to determine if the measurements are remaining constant or changing. For example, a marked increase in theSF6 gas moisture content measurement may indicate that a leak has developed in the SF6 gas system. If the SF6 gas moisture content measurements exceed the circuit breaker manufacturer’s specifications, corrective action is needed.

What does the test check/test/measure/evaluate? The SF6 gas moisture content test evaluates the condition of the SF6 gas in the circuit breaker by measuring the level, in ppm, of the moisture vapor in the SF6 gas.

What are the test’s limitations? The accuracy of the measurements taken with test sets in the field is of concern. Often SF6 gas moisture content measurements vary widely between test sets. Two main reasons for this are the sensor technology used by the various test sets and infrequent or improper calibration of the test sets.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook.

Additional SF6 gas moisture content measurements are required 2 or 3 days after the circuit breaker has been filled with SF6 gas. This is to allow time for the moisture in the SF6 gas that was used to fill the circuit breaker to reach a stabilization point with the desiccant that is in a small replaceable bag(s) inside of the circuit breaker. The manufacturer’s instruction manual should be consulted for their requirements as to when this additional measurement should be taken.

It is also a good practice to measure the SF6 gas moisture content of each cylinder of SF6 gas that is going to be used to fill or add make-up gas to an SF6 gas circuit breaker. This ensures that unwanted moisture is not injected into the circuit breaker and that the SF6 gas supplier is supplying dry gas.

Which type of circuit breakers is the test used on? As the name implies, this test is only used on SF6 gas circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). The industry preference is to perform this test with the circuit breaker de-energized and out of service (off-line) to maximize the safety of the personnel performing the test. A sample of the circuit breaker’s SF6 gas is required for this test. The sample can then be analyzed at the substation with a field test set which measures the moisture content in SF6 gas or it can be sent to a laboratory for the analysis to be performed. The field test set can be the type which tests for just moisture in SF6 gas (electronic hygrometer) or it can be the type that tests multiple items of the SF6 gas (for example moisture and purity). If the circuit breaker has one tank per phase with no interconnecting piping or header between phases, then three SF6 gas samples are required. If the circuit breaker has all three phases contained in one tank or one tank per phase with interconnecting piping or header between the phases, then only one SF6 gas sample is required. Some field test sets collect and store the SF6 gas in the test set while performing the measurement. Afterwards, the SF6 gas is pumped back into the circuit breaker or remains in the test set for future transfer to a waste SF6 gas storage cylinder. Other field test sets discharge the SF6 gas into the atmosphere during the measurement. In this case, it is required to capture the discharged SF6 gas in a discharge recovery bag rather than to discharge the SF6 gas into the atmosphere. If the SF6 gas sample is going to be analyzed in a laboratory, each sample is collected in one or more stainless steel mini-cylinders. The number of mini-cylinders to be filled for each sample will depend upon the volume of SF6 gas required by the laboratory to perform all of the tests specified for the sample. Often multiple laboratory tests are performed on an SF6 gas sample, such as moisture, purity and SF6 by-product gases, not just a single test.

The following are the general steps required to measure the moisture content of SF6 gas with a field test set. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set:

  1. Properly identify the circuit breaker from which the SF6 gas measurement is to be made. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas measurements are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas measurement is normally taken from the fill valve on each tank of the circuit breaker.

  4. Connect one end of the flexible tubing supplied with the field test set to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size. If flexible tubing is not supplied with the field test set, ¼ inch flexible stainless steel tubing is recommended. The tubing length should be kept as short as possible to minimize the amount of waste SF6 gas during the measurement.

  5. Connect the other end of the flexible tubing to the inlet or measurement port of the field test set.

  6. Turn on the field test set and perform any calibration checks required by the manufacturer.

  7. Slowly open the SF6 gas fill valve until SF6 gas begins to flow into the field test set. Normally, only a slow flow rate is needed to obtain a measurement. Consult the field test set’s instructions for the required flow rate.

  8. Monitor the moisture in SF6 gas reading on the field test set until it is no longer changing and stabilizes. This may take several minutes.

  9. Record the stabilized moisture reading and the measurement units. The most common measurement units are parts per million water vapor by volume (ppmv).

  10. Close the SF6 gas fill valve.

  11. Turn off the field test set.

  12. Disconnect the flexible tubing from the SF6 gas fill valve.

  13. Disconnect the flexible tubing from the field test set.

The following are the general steps required to obtain an SF6 gas sample. The sample kit’s instructions should always be consulted for the specific sampling requirements:

  1. Properly identify the circuit breaker from which the SF6 gas sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas sample is normally collected from the fill valve on each tank of the circuit breaker.

  4. The sample kit will contain a valve and pressure gauge assembly which is used to connect the mini-cylinder for collecting the SF6 gas sample to the circuit breaker’s SF6 gas fill valve. This assembly consists of a pressure regulator valve on the inlet, a pressure gauge in the middle and a valve on the outlet.

  5. Connect the inlet of the valve and pressure gauge assembly to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size.

  6. Connect the outlet of the valve and pressure gauge assembly to the purge bag supplied with the sample kit.

  7. Check that the valves are closed on the valve and pressure gauge assembly.

  8. Slowly open the valve on the purge bag.

  9. Slowly open the outlet valve on the valve and pressure gauge assembly.

  10. Slowly open the SF6 gas fill valve on the circuit breaker.

  11. Slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet.

  12. As soon as the purge bag starts to inflate, close the outlet valve on the valve and pressure gauge assembly.

  13. Continue to slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet until the pressure gauge reads the sample kit’s recommended sampling pressure.

  14. Slowly open the outlet valve on the valve and pressure gauge assembly and allow the valve and pressure gauge assembly to purge into the purge bag.

  15. Close the outlet valve on the valve and pressure gauge assembly.

  16. Close the valve on the purge bag.

  17. Disconnect the purge bag from the valve and pressure gauge assembly.

  18. Connect the inlet of the mini-cylinder to the outlet of the valve and pressure gauge assembly.

  19. Connect the outlet of the mini cylinder to the purge bag.

  20. Slowly open the outlet valve on the valve and pressure gauge assembly.

  21. Slowly open the valve on the purge bag.

  22. Slowly open the inlet valve on the mini-cylinder.

  23. Slowly open the outlet valve on the mini-cylinder.

  24. Collect the SF6 gas sample into the mini-cylinder while purging excess SF6 gas into the purge bag.

  25. Close the inlet valve on the mini-cylinder.

  26. Close the outlet valve on the mini-cylinder.

  27. Close the valve on the purge bag.

  28. Close the outlet valve on the valve and pressure gauge assembly.

  29. Disconnect the purge bag from the mini-cylinder.

  30. Disconnect the mini-cylinder from the valve and pressure gauge assembly.

  31. Close the SF6 gas fill valve on the circuit breaker.

  32. Slowly open the outlet valve on the valve and pressure gauge assembly.

  33. Drain the pressure off of the valve and pressure gauge assembly.

  34. Disconnect the valve and pressure gauge assembly from the SF6 gas fill valve.

  35. Close the valves on the valve and pressure gauge assembly.

  36. Fill in the SF6 gas sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Tests Required: Moisture Content

Send the filled mini-cylinder and filled-in SF6 gas sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? First, the circuit breaker manufacturer’s SF6 gas moisture content limit needs to be obtained from the circuit breaker’s instruction manual. This is normally given in ppm by volume (ppmv). If this value is not listed in the instruction manual, the circuit breaker manufacturer should be contacted to obtain it. Second, each SF6 gas moisture content measurement taken on the circuit breaker should be compared to the circuit breaker manufacturer’s limit. If the SF6 gas moisture content measurement is very near to or above the limit, corrective action is normally required. Third, the SF6 gas moisture content measurement(s) for each circuit breaker should be compared to the previous measurements for that circuit breaker. Observe the trend of the measurements. Are they staying fairly the same? Are they slowly increasing? Have there been any large changes in the measurements? Trends which are constant or slowly increasing are usually normal and rarely require corrective action. Trends with large changes are usually not normal and may require corrective action.

Table 3-19 shows an example of SF6 gas moisture content test results of a gas circuit breaker over time.

Table 3-19: Example of SF6 gas moisture content test results of a gas circuit breaker over time
Test Date 5/1/95 4/17/00 10/8/05 5/20/10
Ambient Temperature (ºF) 53 44 60 63
SF6 Gas Pressure (psig) 76 74 78 79
Moisture Content (ppmv) 0 5 20 50
Manufacturer’s Moisture Content Limit (ppmv) 300 300 300 300

SF6 Gas Purity

What is the test? The SF6 gas purity test measures the level, in percent by volume, of SF6 gas in the circuit breaker.

What are the test’s objectives? The objectives of the SF6 gas purity test are to assist in making an assessment of the condition of the SF6 gas in the circuit breaker, as an indicator of possible leaks in the SF6 gas system and as an indicator of the presence of possible elevated levels of SF6 gas by-products. This is done by accurately measuring the level, in percent by volume, of SF6 gas in the circuit breaker. These measurements are then compared to the circuit breaker manufacturer’s specifications to see if the SF6 gas is suitable to perform its insulating and arc extinguishing functions. The measurements are also compared to previous test results from the same circuit breaker to determine if the measurements are remaining constant or changing. For example, a marked decrease in the SF6 gas purity may indicate that a leak has developed in the SF6 gas system. If the SF6 gas purity measurements are less than the circuit breaker manufacturer’s specifications, corrective action is needed.

What does the test check/test/measure/evaluate? The SF6 gas purity test evaluates the condition of the SF6 gas in the circuit breaker by measuring the level, in percent by volume, of SF6 gas.

What are the test’s limitations? This test only measures the percentage by volume of SF6 gas present in the sample. It does not indicate what types of other gases are present. Additional testing of the SF6 gas, such as SF6 gas by-product analysis, is usually performed when supplemental information is needed.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook.

It is also a good practice to measure the SF6 gas purity of each cylinder of SF6 gas that is going to be used to fill or add make gas to an SF6 gas circuit breaker. This ensures that unwanted gases are not injected into the circuit breaker and that the SF6 gas supplier is supplying high purity gas.

Which type of circuit breakers is the test used on? As the name implies, this test is only used on SF6 gas circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). The industry preference is to perform this test with the circuit breaker de-energized and out of service (off-line) to maximize the safety of the personnel performing the test. A sample of the circuit breaker’s SF6 gas is required for this test. The sample can then be analyzed at the substation with a field test set which measures the level, in percent by volume, of SF6 gas in the circuit breaker or it can be sent to a laboratory for the analysis to be performed. The field test set can be the type which tests for just the level, in percent by volume, of SF6 gas in the circuit breaker or it can be the type that tests multiple items of the SF6 gas (for example moisture and purity). If the circuit breaker has one tank per phase with no interconnecting piping or header between phases, then three SF6 gas samples are required. If the circuit breaker has all three phases contained in one tank or one tank per phase with interconnecting piping or header between the phases, then only one SF6 gas sample is required. Some field test sets collect and store the SF6 gas in the test set while performing the measurement. Afterwards, the SF6 gas is pumped back into the circuit breaker or remains in the test set for future transfer to a waste SF6 gas storage cylinder. Other field test sets discharge the SF6 gas into the atmosphere during the measurement. In this case, it is required to capture the discharged SF6 gas in a discharge recovery bag rather than to discharge the SF6 gas into the atmosphere. If the SF6 gas sample is going to be analyzed in a laboratory, each sample is collected in one or more stainless steel mini-cylinders. The number of mini-cylinders to be filled for each sample will depend upon the volume of SF6 gas required by the laboratory to perform all of the tests specified for the sample. Often multiple laboratory tests are performed on an SF6 gas sample, such as moisture, purity and SF6 by-product gases, not just a single test.

The following are the general steps required to measure the level, in percent by volume, of SF6 gas in the circuit breaker with a field test set. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker from which the SF6 gas measurement is to be made. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas measurements are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas measurement is normally taken from the fill valve on each tank of the circuit breaker.

  4. Connect one end of the flexible tubing supplied with the field test set to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size. If flexible tubing is not supplied with the field test set, ¼ inch flexible stainless steel tubing is recommended. The tubing length should be kept as short as possible to minimize the amount of waste SF6 gas during the measurement.

  5. Connect the other end of the flexible tubing to the inlet or measurement port of the field test set.

  6. Turn on the field test set and perform any calibration checks required by the manufacturer.

  7. Slowly open the SF6 gas fill valve until SF6 gas begins to flow into the field test set. Normally, only a slow flow rate is needed to obtain a measurement. Consult the field test set’s instructions for the required flow rate.

  8. Monitor the percent by volume of SF6 gas reading on the field test set until it is no longer changing and stabilizes. This may take several minutes.

  9. Record the stabilized percent by volume of SF6 gas reading.

  10. Close the SF6 gas fill valve.

  11. Turn off the field test set.

  12. Disconnect the flexible tubing from the SF6 gas fill valve.

  13. Disconnect the flexible tubing from the field test set.

The following are the general steps required to obtain an SF6 gas sample. The sample kit’s instructions should always be consulted for the specific sampling requirements.

  1. Properly identify the circuit breaker from which the SF6 gas sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas sample is normally collected from the fill valve on each tank of the circuit breaker.

  4. The sample kit will contain a valve and pressure gauge assembly which is used to connect the mini-cylinder for collecting the SF6 gas sample to the circuit breaker’s SF6 gas fill valve. This assembly consists of a pressure regulator valve on the inlet, a pressure gauge in the middle and a valve on the outlet.

  5. Connect the inlet of the valve and pressure gauge assembly to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size.

  6. Connect the outlet of the valve and pressure gauge assembly to the purge bag supplied with the sample kit.

  7. Check that the valves are closed on the valve and pressure gauge assembly.

  8. Slowly open the valve on the purge bag.

  9. Slowly open the outlet valve on the valve and pressure gauge assembly.

  10. Slowly open the SF6 gas fill valve on the circuit breaker.

  11. Slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet.

  12. As soon as the purge bag starts to inflate, close the outlet valve on the valve and pressure gauge assembly.

  13. Continue to slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet until the pressure gauge reads the sample kit’s recommended sampling pressure.

  14. Slowly open the outlet valve on the valve and pressure gauge assembly and allow the valve and pressure gauge assembly to purge into the purge bag.

  15. Close the outlet valve on the valve and pressure gauge assembly.

  16. Close the valve on the purge bag.

  17. Disconnect the purge bag from the valve and pressure gauge assembly.

  18. Connect the inlet of the mini-cylinder to the outlet of the valve and pressure gauge assembly.

  19. Connect the outlet of the mini cylinder to the purge bag.

  20. Slowly open the outlet valve on the valve and pressure gauge assembly.

  21. Slowly open the valve on the purge bag.

  22. Slowly open the inlet valve on the mini-cylinder.

  23. Slowly open the outlet valve on the mini-cylinder.

  24. Collect the SF6 gas sample into the mini-cylinder while purging excess SF6 gas into the purge bag.

  25. Close the inlet valve on the mini-cylinder.

  26. Close the outlet valve on the mini-cylinder.

  27. Close the valve on the purge bag.

  28. Close the outlet valve on the valve and pressure gauge assembly.

  29. Disconnect the purge bag from the mini-cylinder.

  30. Disconnect the mini-cylinder from the valve and pressure gauge assembly.

  31. Close the SF6 gas fill valve on the circuit breaker.

  32. Slowly open the outlet valve on the valve and pressure gauge assembly.

  33. Drain the pressure off of the valve and pressure gauge assembly.

  34. Disconnect the valve and pressure gauge assembly from the SF6 gas fill valve.

  35. Close the valves on the valve and pressure gauge assembly.

  36. Fill in the SF6 gas sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Tests Required: SF6 gas Purity

Send the filled mini-cylinder and filled-in SF6 gas sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? First, the circuit breaker manufacturer’s SF6 gas purity limit needs to be obtained from the circuit breaker’s instruction manual. This is normally given in percent by volume. If this value is not listed in the instruction manual, the circuit breaker manufacturer should be contacted to obtain it. Second, each SF6 gas purity measurement taken on the circuit breaker should be compared to the circuit breaker manufacturer’s limit. If the SF6 gas purity measurement is very near to or below the limit, corrective action is normally required. Third, the SF6 gas purity measurement(s) for each circuit breaker should be compared to the previous measurements for that circuit breaker. Observe the trend of the measurements. Are they staying fairly the same? Are they slowly decreasing? Have there been any large changes in the measurements? Trends which are constant or slowly decreasing are usually normal and rarely require corrective action. Trends with large changes are usually not normal and may require corrective action.

Table 3-20 shows an example of SF6 gas purity test results of a gas circuit breaker over time.

Table 3-20: Example of SF6 gas purity test results of a gas circuit breaker over time
Test Date 5/1/95 4/17/00 10/8/05 5/20/10
Ambient Temperature (ºF) 53 44 60 63
SF6 Gas Pressure (psig) 76 74 78 79
Purity (%) 99.9 99.9 99.8 99.7

SF6 Gas By-Product Analysis

What is the test? The SF6 gas by-product analysis test measures the levels, in ppm, of specific gases in the SF6 gas of the circuit breaker. This analysis can also include an SF6 gas purity measurement and an SF6 gas moisture content measurement.

What are the test’s objectives? The objectives of the SF6 gas by-product analysis test are to assist in making an assessment of the condition of internal components of the circuit breaker such as interrupter nozzles, main and arcing contacts and solid insulation materials as well as the SF6 gas itself. This is done by accurately measuring the levels, in ppm, of key gases in the SF6 gas of the circuit breaker. Most commonly, circuit breaker manufacturers do not have SF6 gas by-product analysis limits for these key gases. Therefore, the measurements are compared to statistical data from SF6 gas by-product analysis test results from similar circuit breakers and to previous test results from the same circuit breaker to determine if they are elevated, remaining constant or changing.

What does the test check/test/measure/evaluate? The SF6 gas by-product analysis test evaluates the condition of the SF6 gas in the circuit breaker by measuring the level, in ppm, of the following key gases which may or may not be present in the SF6 gas:

  • SO2 (Sulfur Dioxide)
  • SOF2 (Thionyl Fluoride)
  • HF (Hydrolyzable Fluorides)
  • CF4 (Carbon Tetrafluoride)
  • Air

What are the test’s limitations? Gassing patterns can vary between different types of SF6 gas circuit breakers. A sizeable quantity of SF6 gas by-product analysis test results are required to establish valid patterns in the gasses generated in each type of SF6 gas circuit breaker.

Many SO2 tests do not distinguish between SO2 and SOF2. The SOF2 hydrolyzes (reacts with water) as the test is set-up.

The evolved gases from faults are very unstable and the levels will go down after time.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. This test has also been performed based upon the service duty of the breaker (e.g. number of or after a fault interruption/s, total load current interruptions since last test, etc.). These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? As the name implies, this test is only used on SF6 gas circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). The industry preference is to perform this test with the circuit breaker de-energized and out of service (off-line) to maximize the safety of the personnel performing the test. A sample of the circuit breaker’s SF6 gas is required for this test. The sample can then be analyzed at the substation with a field test set which measures specific SF6 by-product gases, such as SO2 (Sulfur Dioxide), or it can be sent to a laboratory for the analysis to be performed. The field test set can be the type which tests for just SO2 (Sulfur Dioxide) or it can be the type that tests multiple items of the SF6 gas (for example SO2 (Sulfur Dioxide), moisture and purity). If the circuit breaker has one tank per phase with no interconnecting piping or header between phases, then three SF6 gas samples are required. If the circuit breaker has all three phases contained in one tank or one tank per phase with interconnecting piping or header between the phases, then only one SF6 gas sample is required. Some field test sets collect and store the SF6 gas in the test set while performing the measurement. Afterwards, the SF6 gas is pumped back into the circuit breaker or remains in the test set for future transfer to a waste SF6 gas storage cylinder. Other field test sets discharge the SF6 gas into the atmosphere during the measurement. In this case, it is required to capture the discharged SF6 gas in a discharge recovery bag rather than to discharge the SF6 gas into the atmosphere. If the SF6 gas sample is going to be analyzed in a laboratory, each sample is collected in one or more stainless steel mini-cylinders. The number of mini-cylinders to be filled for each sample will depend upon the volume of SF6 gas required by the laboratory to perform all of the tests specified for the sample. Often multiple laboratory tests are performed on an SF6 gas sample, such as moisture, purity and SF6 by-product gases, not just a single test.

The following are the general steps required to measure SF6 by-product gases with a field test set. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker from which the SF6 gas measurement is to be made. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas measurements are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas measurement is normally taken from the fill valve on each tank of the circuit breaker.

  4. Connect one end of the flexible tubing supplied with the field test set to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size. If flexible tubing is not supplied with the field test set, ¼ inch flexible stainless steel tubing is recommended. The tubing length should be kept as short as possible to minimize the amount of waste SF6 gas during the measurement.

  5. Connect the other end of the flexible tubing to the inlet or measurement port of the field test set.

  6. Connect the field test set discharge line to a SF6 gas recovery bag

Some utilities have installed sampling lines and valves on the equipment so as to reduce the possibility of contamination. In this case just draw the sample into a sampling vial. This also reduces the time required to perform the task.

  1. Turn on the field test set and perform any calibration checks required by the manufacturer.

  2. Slowly open the SF6 gas fill valve until SF6 gas begins to flow into the field test set. Normally, only a slow flow rate is needed to obtain a measurement. Consult the field test set’s instructions for the required flow rate.

  3. Monitor the reading(s) of the SF6 by-product gas(es) on the field test set until they are no longer changing and stabilize. This may take several minutes.

  4. Record the stabilized reading(s) of each SF6 by-product gas and their measurement units. The most common measurement units are parts per million by volume (ppmv). Alternatively, measurement units of parts per million by weight (ppmw) may be used.

  5. Close the SF6 gas fill valve.

  6. Turn off the field test set.

  7. Disconnect the flexible tubing from the SF6 gas fill valve.

  8. Disconnect the flexible tubing from the field test set.

The following are the general steps required to obtain an SF6 gas sample. The sample kit’s instructions should always be consulted for the specific sampling requirements.

  1. Properly identify the circuit breaker from which the SF6 gas sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three SF6 gas samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. The SF6 gas sample is normally collected from the fill valve on each tank of the circuit breaker.

  4. The sample kit will contain a valve and pressure gauge assembly which is used to connect the mini-cylinder for collecting the SF6 gas sample to the circuit breaker’s SF6gas fill valve. This assembly consists of a pressure regulator valve on the inlet, a pressure gauge in the middle and a valve on the outlet.

  5. Connect the inlet of the valve and pressure gauge assembly to the SF6 gas fill valve. This may require a combination of adapters and reducers to transition the valve size down to the tubing size.

  6. Connect the outlet of the valve and pressure gauge assembly to the purge bag supplied with the sample kit.

  7. Check that the valves are closed on the valve and pressure gauge assembly.

  8. Slowly open the valve on the purge bag.

  9. Slowly open the outlet valve on the valve and pressure gauge assembly.

  10. Slowly open the SF6 gas fill valve on the circuit breaker.

  11. Slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet.

  12. As soon as the purge bag starts to inflate, close the outlet valve on the valve and pressure gauge assembly.

  13. Continue to slowly open the pressure regulator valve on the valve and pressure gauge assembly inlet until the pressure gauge reads the sample kit’s recommended sampling pressure.

  14. Slowly open the outlet valve on the valve and pressure gauge assembly and allow the valve and pressure gauge assembly to purge into the purge bag.

  15. Close the outlet valve on the valve and pressure gauge assembly.

  16. Close the valve on the purge bag.

  17. Disconnect the purge bag from the valve and pressure gauge assembly.

  18. Connect the inlet of the mini-cylinder to the outlet of the valve and pressure gauge assembly.

  19. Connect the outlet of the mini cylinder to the purge bag.

  20. Slowly open the outlet valve on the valve and pressure gauge assembly.

  21. Slowly open the valve on the purge bag.

  22. Slowly open the inlet valve on the mini-cylinder.

  23. Slowly open the outlet valve on the mini-cylinder.

  24. Collect the SF6 gas sample into the mini-cylinder while purging excess SF6 gas into the purge bag.

  25. Close the inlet valve on the mini-cylinder.

  26. Close the outlet valve on the mini-cylinder.

  27. Close the valve on the purge bag.

  28. Close the outlet valve on the valve and pressure gauge assembly.

  29. Disconnect the purge bag from the mini-cylinder.

  30. Disconnect the mini-cylinder from the valve and pressure gauge assembly.

  31. Close the SF6 gas fill valve on the circuit breaker.

  32. Slowly open the outlet valve on the valve and pressure gauge assembly.

  33. Drain the pressure off of the valve and pressure gauge assembly.

  34. Disconnect the valve and pressure gauge assembly from the SF6 gas fill valve.

  35. Close the valves on the valve and pressure gauge assembly.

  36. Fill in the SF6 gas sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Tests Required: SF6 gas By-product Analysis (or ASTM D-2472 if moisture and purity are also required)

Send the filled mini-cylinder and filled-in SF6 gas sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? First, the circuit breaker manufacturer’s in-service SF6 gas by-product analysis limits need to be obtained, if they exist. IEEE and ASTM do not have in-service SF6 gas by-product analysis limits. CIGRE offers suggested limits in their “SF6 Recycling Guide 117” dated August 1997. Also, SF6 gas analysis laboratories may suggest in-service SF6 gas by-product analysis limits (often based upon the CIGRE Guide). The suggested in-service SF6 gas by-product analysis limits from one laboratory are:

  • SO2 (Sulfur Dioxide) 2000 ppmv maximum
  • SOF2 (Thionyl Fluoride) 1600 ppmv maximum
  • HF (Hydrolyzable Fluorides) 2000 ppmv maximum Con Ed 8 ppm after fault operation
  • CF4 (Carbon Tetrafluoride) 30,000 ppmv maximum
  • Air 30,000 ppmv maximum

Second, the SF6 gas by-product analysis test results are compared to the in-service limits. If the in-service limit for one or more individual gases has been exceeded, corrective action, such as reclamation of the SF6 gas and/or an internal inspection of the main contacts, arcing contacts and nozzles, may be warranted. Third, the test results should also be compared to the same results from previous tests. Are they staying fairly the same? Are they slowly increasing? Have there been any large changes in the measurements? Trends which are fairly constant or slowly increasing are normal and rarely require corrective action. Trends with large changes which can be correlated with fault interruptions by the circuit breaker are usually normal and may require more frequent SF6 gas sampling as the gas levels approach their in-service limits. Trends with large changes which cannot be correlated with fault interruptions by the circuit breaker are usually not normal and may require corrective action such as and internal inspection.

An example of SF6 gas by-product analysis results of a non-failed gas circuit breaker is shown in Table 3-21.

Table 3-21: Example of SF6 gas by-product analysis results of a non-failed gas circuit breaker
SF6 Purity (% v/v) 99.9
Air (ppm v/v) 780
CF4 (R-14, ppm v/v) 26
Moisture Content (ppm v/v) 14
Hydrogen (H2, ppm v/v) 54
Carbon Dioxide (CO2, ppm v/v) nd
Sulfur Dioxide (SO2, ppm v/v) nd
Carbonyl Sulfide (COS, ppm v/v) nd
Thionyl Fluoride (SOF2, ppm v/v) nd
Hydrolyzable Fluorides (HF, ppm v/v) nd

10. First Trip

What is the test? The first trip test measures the trip coil current signature, the DC supply voltage signature and the main contact opening times of a circuit breaker during an opening operation while it is energized and carrying load. The phrase “first trip” comes from the practice that this test is performed on the first opening of the circuit breaker after is has been inactive in the closed position for an extended period, usually on the order of months or years.

What are the test’s objectives? The objectives of the first trip test are to assist in making an assessment of the condition of the electrical trip components and circuitry and of the mechanical operating mechanism and linkage of the circuit breaker. This is done by comparing the trip coil current and DC supply voltage signatures as well as the main contact opening time measurements to previous signatures and measurements from the same circuit breaker to determine if they are remaining constant or changing. Most commonly, close attention is paid to the opening times of the circuit breaker to see if they are slower than desired. There are problems, such as some lubrication issues, that are evident only during the first opening of the circuit breaker and that cannot be detected with subsequent conventional tests.

What does the test check/test/measure/evaluate? The first trip test measures and records the waveforms of the trip coil current and DC supply voltage during an opening operation. The trip coil current waveform provides information on the current magnitude and time required to operate the trip latch, the maximum trip current magnitude, the time that the 52A auxiliary contact operates to de-energize the trip coil and the time it takes the trip coil current to return to zero. The DC supply voltage waveform provides information on the amount of DC ripple present, pre-operation voltage and the voltage drop during the operation of the trip coil. Excessive ripple, low voltage, and/or voltage drop can cause a circuit breaker to operate slowly or to not operate at all. The first trip test also measures the load current in each of the three phases of the circuit breaker and records when each of them change to zero. This provides the time when each of the main contacts has opened and the electrical arc is extinguished. These times can be measured in milliseconds or in cycles (based upon 60 cycles per second). Analysis of the waveforms and timing measurements can detect such problems as trip latch wear and/or adjustment issues, trip coil issues, 52A auxiliary contact issues, trip circuit voltage drop/high resistance issues, control battery issues, lubrication issues, operating linkage excessive wear/friction issues. Note that current interrupting times may vary in relationship to the magnitude of the load and should be considered in the analysis.

Although most circuit breakers are normally closed while they are in service, it is possible to collect “First Close” data on circuit breakers which are normally in the open position. In this case, current and voltage data is collected from the close coil and its circuitry as well as the closing times of the circuit breaker’s main contacts during a closing operation. Note that the “First Close” test addresses 52B auxiliary contact issues and does not have varying times caused by the electrical arc extinguishing time.

What are the test’s limitations? The test must be performed on the first opening or closing operation of the circuit breaker after an extended period of no operation. Measurements made of the second, third or more opening operations may not capture all of the issues that are present during the first opening operation. Each breaker to be tested would either be prewired for easily connection to the test equipment or a person very familiar with each breaker control wiring would need to perform temporary energized wiring connections while the breaker is in service or risk disabling the breaker protection by de-energizing the circuits for connection. Also, if clamp-on meters are used the load current on the circuit breaker must be greater than the minimum sensitivity of the AC clamp-on current probes of the test set to correctly record the opening times of the circuit breaker’s main contacts. First trip testing may not be possible during light load conditions using clamp-on meters.

When does the test need to be performed? This test should be performed upon the initial commissioning of the circuit breaker to verify that it conforms to the manufacturer’s specifications and to collect baseline test data. If a baseline first trip signature was not obtained when the circuit breaker was first commissioned, recent first trip test data such as trip coil current signatures and main contact operating time measurements can be compared to similar data from the same circuit breaker from previous timing tests using conventional test instruments. If previous data is not available from the same circuit breaker, conventional or first trip data from similar model circuit breakers may be used. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to a misoperation (such as a slow trip),an in-service failure or a perceived problem of the circuit breaker. Also, tests should be performed after any work is performed on the mechanism, interrupters or any other component of the circuit breaker which may affect timing. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. The use of microprocessor relay and/or SCADA information could provide slow operating times analysis each time the breaker is operated which could trigger this test in lieu of fixed time intervals. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

How is the test performed? This test is performed with the circuit breaker energized and in service (on-line). The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. The circuit breaker manufacturer’s instruction manual should be consulted for the limits for the Main Contact Opening Time. The circuit breaker manufacturer normally does not have limits for the trip coil current and voltage waveforms or the 52A auxiliary contact operating time. Comparisons with same model breaker times maybe useful when a normal bandwidth of time is established for that model.

The following are the general steps required to perform a first trip test of a circuit breaker using portable clamp-on meters, procedures using microprocessor relays and SCADA information will be added to this guide after they are developed and tested. If the circuit breaker has two trip coils, both coils should be tested at commissioning and future first trip tests alternated between the two trip coils. Each test must be properly labeled as to which trip coil was tested. The control voltage should be at normal levels for this test. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker’s frame and control cabinet are properly grounded.

  3. Check that the oil level(s) on oil circuit breakers are at the proper level and the SF6 gas pressure(s) on SF6 gas circuit breakers are at the proper pressure.

  4. In the circuit breaker’s control cabinet, properly identify the trip coil to be tested. Connect the DC clamp-on current probe to one side of the trip coil. Connect the two DC voltage probes to the DC supply to the trip coil being tested. Take care to connect the positive DC voltage probe to the positive terminal block and to connect the negative DC voltage probe to the negative terminal block. Also take care to keep a safe working distance from any mechanism or other moving parts. Reference the circuit breaker’s DC schematic and wiring diagrams as necessary to properly make these connections.

  5. In the circuit breaker’s control cabinet, properly identify the secondary current transformer (CT) wiring for each of the three phases. Reference the circuit breaker’s AC schematic and wiring diagrams as necessary to properly make the following connections:

    a. Connect the Phase A AC clamp-on current probe to the Phase A CT secondary wiring. b. Connect the Phase B AC clamp-on current probe to the Phase B CT secondary wiring. c. Connect the Phase C AC clamp-on current probe to the Phase C CT secondary wiring.

  6. Turn on the first trip test set.

  7. If the first trip test set can store the substation name and circuit breaker information, enter them into the test set and save them.

  8. Follow the first trip test set manufacturer’s instructions to properly configure it to trigger and to record the data from the test.

  9. Arm the first trip test set.

  10. Electrically trip the circuit breaker. A mechanical trip will not trigger the first trip test set.

  11. Check that data was recorded by the first trip test set.

  12. Turn off the first trip test set.

  13. Remove the three AC clamp-on current probes.

  14. Remove the two DC voltage probes.

  15. Remove the DC clamp-on current probe.

  16. Remove the temporary open and/or close initiating connections.

  17. Electrically close the circuit breaker.

How are the test results interpreted? The test results are reviewed one set of measurements at a time. The Main Contact Opening Times are compared to the circuit breaker manufacturer’s limits. Then, each measurement is compared to the same measurement from previous tests. Are they staying fairly the same? Are they slowly increasing? Are they slowly decreasing? Are there any large changes in the measurements? Trends which are fairly constant are normal. Trends which are slowly increasing or slowly decreasing do not normally require corrective action but may warrant a shorter time interval until the next first trip test. Trends with large changes are usually not normal and may require corrective action.

Also, the trip coil current waveforms are compared to each other and the DC supply voltage waveforms are compared to each other. Are the shapes staying the same? Are there increases or decreases in the magnitudes? Are there increases or decreases in the timing? Waveforms which are fairly constant are normal. Waveforms which are slowly changing do not normally require corrective action but may warrant a shorter time interval until the next first trip test. Waveforms with large changes are usually not normal and may require corrective action.

Figure 3-9 illustrates trip coil current magnitudes and times measured during first trip test of a circuit breaker.

Figure 3-9: Diagram illustrating trip coil current magnitudes and times measured during first trip test of a circuit breaker

Table 3-22 shows an example of typical first trip test results of a circuit breaker.

Table 3-22: Example of typical first trip test results of a circuit breaker
Parameter TestResult Parameter Description
MCon A (ms) 16.5 Main contact operation time for Phase A
MCon B (ms) 16.4 Main contact operation time for Phase B
MCon C (ms) 16.1 Main contact operation time for Phase C
Spread (ms) 0.4 Maximum spread of Phase A, Phase B and Phase C main contact operation times
Latch (ms) n/a Time when trip coil plunger strikes trip latch
Bffr (ms) 4.4 Time when trip coil plunger reaches end of its motion and strikes buffer
ACon (ms) 11.2 Auxiliary 52a contact (in trip coil circuit) operation time
End (ms) 14.0 Time when trip coil current reaches zero
Ipk1 (amps dc) 4.1 Trip coil current magnitude at first peak
Iplt (amps dc) 10.1 Trip coil maximum current magnitude of plateau after first peak
Vini (volts dc) 132.7 Trip coil initial voltage (before breaker operation)
Vmin (volts dc) 126.7 Trip coil minimum voltage (during breaker operation)

An example of typical first trip test waveforms of a circuit breaker is shown in Figure 3-10.

Figure 3-10: Example of typical first trip test waveforms of a circuit breaker.

11. Dynamic Contact Resistance Measurement

What is the test? The dynamic contact resistance measurement test measures the DC resistance of the circuit breaker typically using 100 amps of current and measuring very low resistive values in micro ohms at normal operating speeds, from one end of each pole to the other, during an opening operation or during a closing operation. (See Figure 3-11 Circuit Breaker Bushing and Pole Numbering Convention for Dynamic Contact Resistance Measurements.)

What are the test’s objectives? The objectives of the dynamic contact resistance measurement test are to assist in making an assessment of the condition of the arcing contacts and main contacts while in motion in the circuit breaker. This is done by collecting a series of contact resistance measurements while the circuit breaker is in an opening operation or in a closing operation and generating a plot of these resistance values versus time. These plots are compared to previous plots from the same circuit breaker to determine if the measurements are remaining constant or changing. For example, a marked increase in the resistance measurements at one or more time intervals may indicate wear or arcing damage to the arcing contacts or main contacts in the circuit breaker.

What does the test check/test/measure/evaluate? The dynamic contact resistance measurement test evaluates the connections in the primary current path of the circuit breaker by taking an overall resistance measurement per phase while the main and arcing moving contacts are in motion. These connections include:

  • Main moving contact to main stationary contact
  • Arcing moving contact to arcing stationary contact
  • Bushing connections to moving contacts
  • Bushing connections to stationary contacts
  • Sliding primary current transfer contacts
  • Internal bus work

Of the above connections, the main contacts, the arcing contacts and the sliding primary current transfer contacts are the only connections which are in motion during the test. These are the connections which generate the changes in the resistances values measured during the test. Of these connections, the main contacts and the arcing contacts are normally the components which wear and deteriorate with use.

What are the test’s limitations? This test requires the breaker to be taken out on clearance. The clearance procedure usually involves operating the breaker which will exclude finding most lubrication problems associated with the speed of operation (see First Trip test). The interpretation of the resistance versus time plots can be very challenging. It is difficult to determine from the plots at what time the main contacts separate and only the arcing contacts remain in the measuring circuit during the test. Since the main contacts and arcing contacts are in parallel and the main contacts open first, it is possible for the arcing contacts to mask problems with the main contacts during the test. Resistance measurements while the circuit breaker is in an opening operation tend to be more repeatable than those recorded in the closing operation. There are no industry standards as to what determines a bad or failed dynamic resistance measurement test from a good one.

When current transformers are present on the circuit breaker and are located such that the DC current used for the dynamic contact resistance measurement will pass through them, unwanted protective relay operations can occur if improperly filtered DC power supplies are used in the test set. This problem has been known for many years now and most dynamic contact resistance measurement test sets manufactured today have properly filtered DC power supplies. Another technique used in modern test sets is to have the DC power supply slowly ramp the DC test current up before the measurement and slowly ramp the DC test current down after the measurement at a rate that the protective relays will not respond to.

Another issue that involves the current transformers is that when they are present in the dynamic contact resistance measurement test circuit, they will influence the measurement. This influence can result in an increase in the measurement. The best practice when current transformers are present in the test circuit is to first perform a static contact resistance measurement and to leave the test run while monitoring the measurement until it stabilizes. This can take up to a minute or more. During this time, the DC test current will cause the magnetic cores of the current transformers to saturate and to reduce their influence on the static and dynamic contact resistance measurements.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker as found in other tests (timing/travel, first trip, etc.). The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Fixed time intervals may be replaced or supplemented in the future by triggering on in-service operating times measured using microprocessor protective relays and/or SCADA time stamps. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook. Currently, most utilities are not including this test as part of their regular periodic maintenance testing program.

Which type of circuit breakers is the test used on? This test is currently used on SF6 gas “puffer” type circuit breakers which have parallel sliding main and arcing contact assemblies.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). Normally, the grounded external high voltage connections are removed from one side of the circuit breaker and are left connected on the other side of the circuit breaker for the test. Current transformers in use on the circuit breaker are left connected to their protective relays and meters. Unused current transformers should have their secondaries shorted and grounded. The SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. It is very important that the top terminals of the bushings be inspected and cleaned to insure a good connection point for the test equipment leads. Poor contact resistance between the test equipment leads and the top terminals of the circuit breaker can result in abnormally high readings and possibly indicate a problem with the internal breaker contacts which does not exist. Surface moisture on the bushings has very little effect on dynamic contact resistance measurements therefore the test can be performed in humid or wet weather conditions if necessary. However, since resistance values vary with temperature, the ambient air temperature should be recorded at the time of the test. The test current used for the dynamic contact resistance measurement can vary from 100 amps DC to several hundred amps DC. A test current value of 100 amps DC is frequently used. Most field test sets used for dynamic contact resistance measurements utilize a Digital Low Resistance Ohmmeter or DLRO. It consists of two larger size cables (normally red and black) to inject the DC test current into the circuit breaker and two smaller size cables (normally red and black) to measure the DC voltage drop across the circuit breaker. One phase (or pole) is measured at a time.

The following are the general steps required to perform the dynamic contact resistance measurements of a circuit breaker with a field test set. Three measurements will be made (one per phase) during an opening operation of the circuit breaker. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads to Bushing Numbers 1 through 6 (reference Figure 3-11 Circuit Breaker Bushing and Pole Numbering Convention for Dynamic Contact Resistance Measurements).

  4. Connect the ground lead from the field test set to the substation ground connection to the circuit breaker.

  5. Remove the external high voltage connection and ground from Bushing Number 1.

  6. Connect one of the current test leads (larger cable) from the field test set to the top of Bushing Number 1.

  7. Connect the voltage test lead (smaller cable) of the same color from the field test set just below the current test lead on the top of Bushing Number 1. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  8. Connect the other current test lead (larger cable) from the field test set to the top of Bushing Number 2 (leave the external high voltage connection and ground connected to Bushing Number 2).

  9. Connect the voltage test lead (smaller cable) of the same color from the field test set just below the current test lead on the top of Bushing Number 2. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  10. Check that the circuit breaker is in the closed position.

  11. Turn on the field test set.

  12. Select the test current level (100 Amps DC is frequently used).

  13. For circuit breakers with current transformers, a static contact resistance measurement test needs to be performed first to saturate the current transformers on that pole. Select a test duration time of at least one minute to allow time for the current transformers to saturate and give an accurate resistance measurement. The key is to allow enough time for the resistance measurement to stabilize before ending the test. For circuit breakers without current transformers, go to Step 16.

  14. Set the Test Mode of the field test set to Static Contact Resistance Measurement and perform the test. Note: The resistance measurement is made by the field test set by dividing the voltage reading across the voltage test leads by the test current. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  15. Record the static contact resistance measurement, test current level and ambient temperature for the test.

  16. Set the Test Mode of the field test set to Dynamic Contact Resistance Measurement Opening Operation and perform the test.

  17. Review the test results to see if a resistance versus time plot was recorded.

  18. Close the circuit breaker.

  19. Repeat Steps 16-18 a minimum of two more times.

  20. Turn off the field test set.

  21. Remove the voltage test lead and current test lead from the field test set from Bushing Number 2.

  22. Connect this current test lead (larger cable) from the field test set to the top of Bushing Number 4 (leave the external high voltage connection and ground connected to Bushing Number 4).

  23. Connect this voltage test lead (smaller cable) of the same color from the field test set just below the current test lead on the top of Bushing Number 4. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  24. Remove the voltage test lead and current test lead from the field test set from Bushing Number 1.

  25. Reconnect the external high voltage connection and ground to the top of Bushing Number 1.

  26. Remove the external high voltage connection and ground from Bushing Number 3.

  27. Connect the current test lead (larger cable) from the field test set just removed from Bushing Number 1 to the top of Bushing Number 3.

  28. Connect the voltage test lead (smaller cable) of the same color from the field test set just removed from Bushing Number 1 to just below the current test lead on the top of Bushing Number 3. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  29. Turn on the field test set.

  30. Select the test current level (100 Amps DC is frequently used).

  31. For circuit breakers with current transformers, a static contact resistance measurement test needs to be performed first to saturate the current transformers on that pole. Select a test duration time of at least one minute to allow time for the current transformers to saturate and give an accurate resistance measurement. The key is to allow enough time for the resistance measurement to stabilize before ending the test. For circuit breakers without current transformers, go to Step 34.

  32. Set the Test Mode of the field test set to Static Contact Resistance Measurement and perform the test. Note: The resistance measurement is made by the field test set by dividing the voltage reading across the voltage test leads by the test current. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  33. Record the static contact resistance measurement, test current level and ambient temperature for the test.

  34. Set the Test Mode of the field test set to Dynamic Contact Resistance Measurement Opening Operation and perform the test.

  35. Review the test results to see if a resistance versus time plot was recorded.

  36. Close the circuit breaker.

  37. Repeat Steps 34-36 a minimum of two more times.

  38. Turn off the field test set.

  39. Remove the voltage test lead and current test lead from the field test set from Bushing Number 3.

  40. Reconnect the external high voltage connection and ground to the top of Bushing Number 3.

  41. Remove the external high voltage connection and ground from Bushing Number 5.

  42. Connect the current test lead (larger cable) from the field test set just removed from Bushing Number 3 to the top of Bushing Number 5.

  43. Connect the voltage test lead (smaller cable) of the same color from the field test set just removed from Bushing Number 3 to just below the current test lead on the top of Bushing Number 5. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  44. Remove the voltage test lead and current test lead from the field test set from Bushing Number 4.

  45. Connect this current test lead (larger cable) from the field test set to the top of Bushing Number 6 (leave the external high voltage connection and ground connected to Bushing Number 6).

  46. Connect this voltage test lead (smaller cable) of the same color from the field test set just below the current test lead on the top of Bushing Number 6. Check that the voltage lead is making a good connection. Clean the connection point on the top of the bushing with a wire brush if necessary.

  47. Turn on the field test set.

  48. Select the test current level (100 Amps DC is frequently used).

  49. For circuit breakers with current transformers, a static contact resistance measurement test needs to be performed first to saturate the current transformers on that pole. Select a test duration time of at least one minute to allow time for the current transformers to saturate and give an accurate resistance measurement. The key is to allow enough time for the resistance measurement to stabilize before ending the test. For circuit breakers without current transformers, go to Step 52.

  50. Set the Test Mode of the field test set to Static Contact Resistance Measurement and perform the test. Note: The resistance measurement is made by the field test set by dividing the voltage reading across the voltage test leads by the test current. If a high resistance measurement is observed, check the connections of the voltage test lead clamps with the top of the bushings and repeat the test.

  51. Record the static contact resistance measurement, test current level and ambient temperature for the test.

  52. Set the Test Mode of the field test set to Dynamic Contact Resistance Measurement Opening Operation and perform the test.

  53. Review the test results to see if a resistance versus time plot was recorded.

  54. Close the circuit breaker.

  55. Repeat Steps 52-54 a minimum of two more times.

  56. Turn off the field test set.

  57. Remove the voltage test lead and current test lead from the field test set from Bushing Number 6.

  58. Remove the voltage test lead and current test lead from the field test set from Bushing Number 5.

  59. Reconnect the external high voltage connection and ground to the top of Bushing Number 5.

  60. Remove grounds from the external high voltage leads to Bushing Numbers 1 through 6.

  61. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

Figure 3-11: Circuit Breaker Bushing and Pole Numbering Convention for Dynamic Contact Resistance Measurements

How are the test results interpreted? First, the resistance versus time plots from the above tests for Pole 1 are compared to each other. Usually, the plots of a given pole will be very close to each other. Next, the plots from Pole 1 are compared to the plots from Pole 1 from previous tests. Are the plots staying fairly the same? Are there any changes in the plots? At which times are the changes occurring? Changes in the resistance values near the right side of the plot may indicate a problem in the arcing contacts since the main contacts are normally open at this point in time. Changes in the resistance values near the left side of the plot are harder to interpret as both main and arcing contacts are closed at this point in time. Changes in the resistance values near the middle of the plot are also harder to interpret as the point when the main contacts open is hard to determine. Small changes in the plots do not normally require corrective action. Large changes in the plots may require follow-up actions such as repeating the test after a period of time to see if there are any further changes in the plot or performing an internal inspection of the main and arcing contacts.

The same process above is used for interpreting the Pole 2 and Pole 3 resistance versus time plots.

Figure 3-12 is an example of normal dynamic contact resistance measurement test waveforms of during a trip operation of one phase of an SF6 gas circuit breaker.

Figure 3-12: Example of normal dynamic contact resistance measurement test waveforms during a trip operation of one phase of an SF6 gas circuit breaker

Figure 3-13 presents a comparison of dynamic contact resistance measurement test waveforms during a trip operation of all three phases of an SF6 gas circuit breaker with normal differences.

Figure 3-13: Comparison of dynamic contact resistance measurement test waveforms during a trip operation of all three phases of an SF6 gas circuit breaker with normal differences

12. Detection of Acoustic Emissions from Partial Discharge

What is the test? The detection of acoustic emissions from partial discharge test determines if there is partial discharge activity inside of the high voltage tank or compartment of a circuit breaker.

What are the test’s objectives? The objective of the acoustic partial discharge test is to assist in making an assessment of the condition of the insulation systems in the circuit breaker. This is done by measuring the presence and frequency of occurrence of acoustic activity in the circuit breaker.

What does the test check/test/measure/evaluate? The partial discharge test evaluates the relative condition of insulation systems by determining partial discharge activity inside of the circuit breaker. Some of the components which can generate partial discharge activity are:

  • Internal support insulators
  • Operating rods
  • Bushings
  • Loose or poor connections

What are the test’s limitations? Significant acoustic signal can be generated by external sources such as corona on lines, loose nameplates, storms, and noises from passing equipment such as trucks. An internal source of acoustic signal is the operation of the breaker. These sources of acoustic signal can result in incorrect conclusions. One possibility to filter these false signals is to use an electrical trigger from the power system frequency.

No absolute value of partial discharge activity can be determined from acoustic emission measurements made in the field. Partial discharge level may be masked by its location, e.g. inside interrupters, vs. close to the acoustic sensor. It is also influenced by the pre-amplifiers and amplifiers used in signal processing.

The frequency of the signal may be influenced by the sensor used. Many of the sensors used for field tests are resonant sensors. An analogy could be the noise from a drum, which is the resonant frequency of the drum rather than the frequency of hitting the drum.

There are no industry standards as to what determines a bad or failed partial discharge measurement test from a good one.

When does the test need to be performed? This test is usually performed as a special investigative test, which may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker. Currently, most utilities are not including this test as part of their regular periodic maintenance testing program.

Which type of circuit breakers is the test used on? This test is more commonly used on dead-tank SF6 gas circuit breakers. It can also be used on air, oil and vacuum breakers where the high voltage tank or compartment is of a grounded or dead-tank design and safely assessable while the circuit breaker is energized.

The following section on WARNINGS is from C57.127 Guide for the Detection and Location of Acoustic Emissions from Partial Discharges in Oil\-Immersed Power Transformers and Reactors. The same precautions should be observed for acoustic test activities conducted on circuit breakers.

WARNINGS
  1. The transformer tank must be connected to a low resistance ground to limit the extremely high voltages being induced into the ground circuit and the tank if a high voltage to ground failure occurs. The personnel risk is very high if the transformer fails to ground. Even when grounded properly, the voltage on the tank to a different ground source may be LETHAL at the instant the failure occurs.

  2. If the transformer is being energized or de-energized, or there is another type of power system voltage, all personnel should maintain a reasonable distance from the transformer and equipment electrically connected to the tank due to the possibility of a failure. It is recommended that acoustic measurement equipment connected to the tank be electrically isolated from the transformer tank, e.g., by optical means or by high-voltage electrical insulation, when measuring during transient events to eliminate the danger to the equipment or operators.

  3. It is preferable to make all connections to the tank with the transformer de-energized, but in no case should the transformer voltage be above normal voltage while the sonic measuring devices are installed. Personnel must not access areas where high voltages are within minimum approach distance, such as on top of energized transformers or in bushing compartments.

  4. The transformer ground circuit must never be changed (connected or disconnected) while the transformer is energized. Even with the transformer de-energized, it is possible to have circulating currents in substation ground circuits; therefore, appropriate care should be exercised when connecting or disconnecting ground circuits.

How is the test performed? This test is normally performed with the circuit breaker energized and in service (on-line). It can also be performed with the circuit breaker out of service (off-line) and temporarily energized from a Hi-pot test set. The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker nameplate. Since the circuit breaker is in service for this test, the dielectric medium is usually at proper levels. This will be checked and recorded as part of the testing procedure below. Surface moisture on the bushings can generate unwanted external partial discharge activity so it is preferred to not perform this test in rain, snow or high humidity conditions.

The following are the general steps required to measure the partial discharge activity of a circuit breaker. Measurements will be performed on each of the grounded high voltage tanks or compartments. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If the circuit breaker has three high voltage tanks, properly identify which primary phase is connected to each tank of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. Record the oil levels or SF6 gas pressures on each of the high voltage tanks.

  4. Record the ambient air temperature, relative humidity level and weather conditions at the substation

  5. Draw a hand sketch of the circuit breaker to record where the acoustic partial discharge sensors are located for each test.

  6. Check that the circuit breaker’s frame and tank(s) are properly grounded.

  7. Attach the acoustic partial discharge sensor(s) to the high voltage tank(s) or compartment(s). Normally, only one sensor per tank is required. Use a good quality silicone or fluorosilicone grease between the sensor and the tank to enhance the transmission of the partial discharge noises in the tank to the sensor and to help block external noises from entering the sensor.

  8. Attach electrical trigger if that method of filtering is chosen.

  9. Record the location of the sensor(s) and the Test ID Number on the hand sketch drawn in Step 5.

  10. Connect the wire or optical cable from each sensor to the partial discharge test set.

  11. Turn on the test set.

  12. If the test set has recording capability, record the measurements. If the test set does not have recording capability, manually record the magnitude and frequency of occurrence of any spikes that are observed as well as the readings of the background noise when no spikes are present. A recording period in the range of 10 to 20 minutes should be used. The length of the recording period should be the same for each test.

    • Partial discharge may only be present during specific circumstances, e.g. when load is light and voltage is high. The test period may have to be substantially longer than the nominal 10 to 20 minutes cited above in order to detect partial discharge activity.
  13. Turn off the test set.

  14. Remove the acoustic partial discharge sensor(s) from the circuit breaker.

  15. Keep a log of the Test ID Number, date and time of test for each test.

  16. Repeat Steps 7–13 until each high voltage tank or compartment has been tested.

How are the test results interpreted? In general, a more intense partial discharge source will typically produce a higher acoustic emission magnitude and count rate than a weak source. This is because at the site of an intense discharge there may be multiple locations or perturbations that are producing higher energy partial discharge and acoustic emissions.

The three measurements of circuit breakers with three high voltage tanks can be compared to each other. Are all three phases fairly the same? Is one phase significantly noisier than the other two phases? A significantly noisier phase is usually not normal and may require corrective action.

The detection of internal partial discharge in circuit breakers should be a cause for further investigation.

An example of waveforms showing acoustic emissions from partial discharges of one tank (phase) of a three-tank SF6 gas circuit breaker is shown in Figure 3-14.

Figure 3-14: Example of waveforms showing acoustic emissions from partial discharges of one tank (phase) of a three-tank SF6 gas circuit breaker

13. Vibration

What is the test? The vibration test measures the mechanical vibration of the circuit breaker during open, close and close-open operations.

What are the test’s objectives? The objectives of the vibration test are to assist in making an assessment of the performance and condition of the operating mechanism and interrupters in the circuit breaker. These measurements are then compared to previous measurements from the same circuit breaker or compared to measurements from similar circuit breakers to see if components in the circuit breaker’s operating mechanism or interrupter may be damaged or deteriorating.

What does the test check/test/measure/evaluate? The vibration test measures and records the waveforms of the mechanical vibrations present in the circuit breaker when it is operating. The operations normally recorded are open (trip), close and close-open (trip-free). The unit of measurement of the magnitude of the waveforms is gravity or g. The units of time of the waveforms are milliseconds or microseconds. Analysis of the vibration waveforms can detect possible contact misalignments, improper mechanical adjustments, malfunctioning shock absorbers or dash-pots. Changes in the time of occurrence of vibration events may indicate worn or binding linkages or lubrication issues.

What are the test’s limitations? Determining the proper locations for the installation of the accelerometers to record the vibration signals is a challenge. It is desired to place the accelerometers at the locations of maximum vibration. Often this is not known and several locations may need to be tried to find the optimal location. Other times the design of the circuit breaker may limit the number of available locations for accelerometer installation and prevent an accurate vibration measurement.

Changes in temperature may influence vibration frequencies and levels.

Another challenge is the interpretation of the vibration versus time plots. For example, which changes in the waveforms should be a cause for concern? There are no industry standards as to what determines a bad or failed vibration test from a good one.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook. Currently, most utilities are not including this test as part of their regular periodic maintenance testing program.

Which type of circuit breakers is the test used on? This test is used on all types of circuit breakers including air, oil, SF6 gas and vacuum breakers.

WARNINGS: the same warnings apply as noted in Section 13.

How is the test performed? This test is normally performed with the circuit breaker de-energized and out of service (off-line). The dielectric medium in the circuit breaker needs to be at proper levels. On oil circuit breakers, the oil level in each tank needs to be within the limits on the oil level gauge. On SF6 gas circuit breakers, the SF6 gas pressure in each tank needs to be within the limits specified by the manufacturer. These limits are normally shown on the circuit breaker’s nameplate. Surface moisture on the bushings has very little effect on vibration measurements therefore the test can be performed in humid or wet weather conditions if necessary.

The following are the general steps required to perform the vibration test of a circuit breaker with a field test set. A test sequence of close, trip, trip-free is commonly used for these measurements. A minimum of three complete sequences is recommended to check for consistency in the measurements. The control voltage should be at normal levels for these tests. The manufacturer’s instructions should always be consulted for the specific operating requirements of each field test set.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. If the circuit breaker has three high voltage tanks, properly identify which primary phase is connected to each tank of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  4. Draw a hand sketch of the circuit breaker to record where the accelerometers are located for each test and permanently mark the locations or install the accelerometer plastic bases on the breaker.

  5. Install the accelerometers on the circuit breaker. Normally, each accelerometer screws into its own plastic base. These plastic bases are attached to the circuit breaker with cement and can be reused for future tests. Suggested locations for accelerometers are:

    a. On the operating mechanism and in line with the motion of the main operating crank.

    b. On the end of each tank of a dead tank SF6 gas circuit breaker and in line with the motion of the main contact operating rod.

    c. On the top of each tank of a dead tank oil circuit breaker and in line with the motion of the main contact operating rod.

  6. Record the location of the accelerometers on the hand sketch drawn in Step 4.

  7. Connect the wire from each accelerometer to the vibration test set.

  8. Turn on the test set.

  9. Record the vibration measurements of a close operation.

  10. Record the vibration measurements of a trip operation.

  11. Record the vibration measurements of trip-free operation.

  12. Review each of the three plots to see if the accelerometers being used have the proper range. If the vibrations are greater than the range of the accelerometer, change it to one with a larger range. If the vibrations are very small, change to an accelerometer with a smaller range. Repeat Steps 9-11 if any of the accelerometers are changed. Use the same accelerometers for all tests.

  13. Repeat Steps 9-11 at least two more times.

  14. Turn off the test set.

  15. Remove the wires to each accelerometer.

  16. Remove the accelerometers from the circuit breaker.

  17. Leave the circuit breaker in the same position (open or closed) that it was found before these tests.

How are the test results interpreted? The vibration versus time plots from each accelerometer location are reviewed one location at a time. First, the plots of the three close tests are compared to each other. Usually, these plots will look fairly close to each other. They should also be compared to previous close test plots from the same location. Are the plots staying fairly the same? Are there any changes in the plots? At which times are the changes occurring? Small changes in the plots do not normally require corrective action. Large changes in the plots may require follow-up actions such as repeating the test after a period of time to see if there are any further changes in the plot or performing an inspection of the mechanism components. Next, the plots of the three trip tests are compared to each other in the same manner as the close tests above. The plots of the three trip-free tests are also compared to each other in the same manner as the close tests above with the additional comparisons of the first half of the trip-free test plots to the close test plots above and the second half of the trip-free test plots to the trip test plots above.

This comparison of the close test plots, the trip test plots and the trip-free test plots is performed again for each accelerometer location.

For circuit breakers with accelerometers in the same location on each of the three phases and where previous plots do not exist, the plots of the three phases can be compared to each other. Are all three phases fairly the same? Is one phase significantly different than the other two phases? A significantly different phase is usually not normal and may require corrective action.

For circuit breakers with accelerometers in locations other than each of the three phases and where previous plots do not exist, the plots of these accelerometers can be compared with other circuit breakers of the same model and vintage. Is the plot fairly the same as the other breakers? Is the plot significantly different than the other breakers? A significantly different plot is usually not normal and may require corrective action.

Table 3-23 shows an example of normal trip vibration test results of a three-tank SF6 gas circuit breaker.

Table 3-23: Example of normal trip vibration test results of a three-tank SF6 gas circuit breaker
Test ID

Phase A

Maximum

Opening

Vibration

(g)

Phase B

Maximum

Opening

Vibration

(g)

Phase C

Maximum

Opening

Vibration

(g)

Trip 1 28.55 24.00 18.85
Trip 2 31.45 23.41 18.70
Trip 3 30.33 22.78 18.18

An example of normal trip vibration test waveforms (top three traces) of a three-tank SF6 gas circuit breaker is shown in Figure 3-15.

Figure 3-15: Example of normal trip vibration test waveforms (top three traces) of a three-tank SF6 gas circuit breaker

An example of normal close vibration test results of a three-tank SF6 circuit breaker is shown in Table 3-24.

Table 3-24: Example of normal close vibration test results of a three-tank SF6circuit breaker
Test ID

Phase A

Maximum

Closing

Vibration

(g)

Phase B

Maximum

Closing

Vibration

(g)

Phase C

Maximum

Closing

Vibration

(g)

Close 1 7.94 8.69 5.15
Close 2 11.69 13.75 6.98
Close 3 13.29 11.94 7.39

Figure 3-16 shows an example of normal close vibration test waveforms (top three traces) of a three-tank SF6 gas circuit breaker.

Figure 3-16: Example of normal close vibration test waveforms (top three traces) of a three-tank SF6 gas circuit breaker
Table 3-25: Example of normal trip-free vibration test results of a three-tank SF6 gas circuit breaker
Test ID

Phase A

Maximum

Close-Opening

Vibration

(g)

Phase B

Maximum

Close-Opening

Vibration

(g)

Phase C

Maximum

Close-Opening

Vibration

(g)

Trip-Free 1 34.75 46.59 23.55
Trip-Free 2 30.14 44.10 25.15
Trip-Free 3 31.35 40.73 21.17
Figure 3-17: Example of normal trip-free vibration test waveforms (top three traces) of a three-tank SF6 gas circuit breaker

14. Radiography (X-Ray) of Contacts

What is the test? The radiography (X-ray) of contacts test views the profile of the contact assembly inside of a circuit breaker from outside of the interrupter tank.

What are the test’s objectives? The objectives of the radiography (X-ray) of contacts test are to assist in making an assessment of the condition of the arcing and main contacts in the circuit breaker. This is done by taking radiographic images of the contact assemblies with the circuit breaker in the open position. These images are then compared to images of healthy contact assemblies of similar circuit breakers and/or manufacturer’s dimensional drawings to determine if contact wear or erosion is present.

What does the test check/test/measure/evaluate? The radiography (X-ray) of contacts test evaluates the physical condition and proper installation of the components of the interrupter assembly. These items include:

  1. Main moving contact wear, erosion or proper installation (tightness)

  2. Main stationary contact wear, erosion or proper installation (tightness)

  3. Main moving contact to main stationary contact proper alignment

  4. Arcing moving contact wear, erosion or proper installation (tightness)

  5. Arcing stationary contact wear, erosion or proper installation (tightness)

  6. Arcing moving contact to arcing stationary contact proper alignment

  7. Interrupter nozzle wear, erosion or proper installation (tightness)

  8. Sliding primary current transfer contacts wear, erosion or proper installation (tightness)

  9. Bolts that have loosened but are still in place

  10. Bolts that are missing

  11. Bolts that have detached and fallen into an undesirable area of the circuit breaker

  12. Debris in the bottom of the interrupter tank

Of the above items, the main contacts, the arcing contacts and the interrupter nozzle are normally the components which wear and deteriorate with use. Occasionally, this test detects problems with the remaining items listed above.

What are the test’s limitations? This test requires a breaker clearance and may be very time consuming. Proper knowledge of and experience with taking radiographic images of circuit breakers and working in an energized substation is essential for the successful execution of this test. Utilities do not have this skill in house requiring that this test be performed by an outside contractor. These contractors will normally require that no one be living or working within a large radius (50 feet or more) from where they will be using their X-ray equipment. Nearby homes or businesses which are inside of this radius may prohibit this test from being performed. Also, other work inside of the substation may not be possible due to the presence and use of X-ray equipment. These contractors may require that adjacent equipment be taken out of service for them to safely perform their test. If this equipment cannot be taken out of service, the contractor may not be able to perform this test.

The interpretation of the radiographic images can be very challenging. Some circuit breaker manufacturers may specify only 1 mm or 2 mm wear as the threshold to replace contacts or interrupter nozzles. This is very difficult to determine on the radiographic images as they will be much larger than the actual component itself. This is due to the fact that the X-ray transmitter is on the outside of one side of the interrupter tank and the plate to collect the image is on the outside on the other side of the interrupter tank. This results in an amplification of the component’s image. Also, the actual dimensions of these components are not normally given in the circuit breaker manufacturer’s instruction manual. This requires that the actual dimensions be obtained from the circuit breaker manufacturer. Verification of proper installation tightness may also be difficult.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test images. Future test images can be compared to the commissioning test images to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to a misoperation, an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 2 years to 10 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. These factors are explained in more detail elsewhere in this guidebook. Currently, most utilities are not including this test as part of their regular periodic maintenance testing program.

Which type of circuit breakers is the test used on? This test is currently used on SF6 gas “puffer” type circuit breakers which have parallel sliding main and arcing contact assemblies and with the three phases separated into individual interrupter tanks.

How is the test performed? This test is performed with the circuit breaker de-energized and out of service (off-line). All external high voltage connections are left connected to the circuit breaker during the test.

The following are the general steps required to perform the radiography (X-ray) of contact test.

  1. Properly identify the circuit breaker on which the test is to be performed. This is done by locating the circuit breaker with the correct manufacturer’s name, manufacturer’s serial number and owner’s equipment identification (ID) number in the substation. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. Check that the circuit breaker has been properly removed from service, lock out and tag out procedures have been followed and the circuit breaker is safe to work on.

  3. Install grounds on the external high voltage leads on both sides of the circuit breaker.

  4. Properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  5. Check that the circuit breaker is in the open position.

  6. Erect a safety zone barrier around the circuit breaker. The radius will be specified by the contract radiographer and can be 50 feet or more.

  7. Check that the contractor sets up X-ray radiation monitors in the safety zone.

  8. Check that everyone working in the safety zone is wearing their personal X-ray radiation monitors.

  9. The contract radiographer normally has only one X-ray transmitter and one image plate. This means that the X-ray transmitter and image plate will be relocated for each required image.

  10. Two images of each contact, taken at 90 degree angles from each other, are required to obtain a 360 degree representation of the contact. This means that four images are required per phase on circuit breakers which have two contacts in series.

  11. Additional images can be taken of the remainder of the interrupter assembly and of possible debris in the bottom of the interrupter tank if desired.

  12. Exposure times for each image will vary and make take from 4 minutes to 11 minutes or more. Proper exposure is critical for the success of this test. Digital imaging systems are essential so that each image can be verified for proper exposure before repositioning the X-ray transmitter and image plate for the next image. Underexposure results in poor definition of the internal components making measurements impossible. Overexposure results in the internal components appearing larger than they actually are making measurements inaccurate.

  13. Dismantle the safety zone barrier around the circuit breaker when the contract radiographer has completed the imaging and indicates that it is safe to do so.

  14. Remove the grounds on the external high voltage leads on both sides of the circuit breaker.

How are the test results interpreted? The images of each arcing contact tip are reviewed one arcing contact at a time. If previous images are available, they are compared to the recent images. If previous images are not available, the recent images can be compared to the images of the other arcing contacts in the circuit breaker. Is the profile of the arcing contact tip the proper shape? Are pits or erosion observed? Next, the images are compared to the manufacturer’s dimensional drawings to determine the exact amount of arcing contact tip erosion if any. If the manufacturer’s dimensional drawings are not available, the exact amount of contact tip erosion may be difficult to determine. If it can be determined that the amount of erosion of the arcing contact tip exceeds the circuit breaker manufacturer’s limits, then an internal inspection of the circuit breaker may be warranted to see if the arcing contact indeed needs replacement.

This same review process is followed for the remaining arcing contacts, main contacts, interrupter nozzles and other components of the interrupter. If any abnormalities are observed, an internal inspection may be warranted.

Figure 3-18 shows a typical radiography setup.

Figure 3-18: Diagram of radiography setup

Figure 3-19 is a photograph of a 69 kV SF6 gas circuit breaker and radiograph of one of its interrupters.

Figure 3-20 is a radiograph of 115 kV SF6 gas circuit breaker interrupter.

Figure 3-19: Photograph of 69 kV SF6 gas circuit breaker and radiograph of one of its interrupters
Figure 3-20: Radiograph of 115 kV SF6 gas circuit breaker interrupter

15. Particles and Metals in Oil Analysis

What is the test? The particles and metals in oil analysis test measures the quantity of different sized particles, the type of particles and the levels, in ppm, of specific metals in the oil of the circuit breaker.

What are the test’s objectives? The objectives of the particles and metals in oil analysis test are to assist in making an assessment of the condition of the arcing and main contact tips and of the arc suppression grids in the circuit breaker. For the arcing and main contact tips, this is done by accurately measuring the levels, in ppm, of specific metals in the oil. For the arc suppression grids, this is done by accurately measuring the quantity of different sized particles in the oil as well as determining the percentage of these particles which are fibrous. Circuit breaker manufacturers do not have particles and metals in oil analysis test specifications. Therefore, the measurements are compared to statistical data from particles and metals in oil analysis test results from similar circuit breakers and to previous test results from the same circuit breaker to determine if they are elevated, remaining constant or changing. Also, ratios of certain particle size counts may be compared as part of the analysis.

What does the test check/test/measure/evaluate? The particles and metals in oil analysis test evaluates the condition of the arc suppression grids in the circuit breaker by first measuring the quantity of particles in specific size ranges in a specific volume, normally 10 milliliters, of oil. An example of the specific size ranges used by one laboratory are:

  • Between 6 and 10 micrometers
  • Between 10 and 14 micrometers
  • Between 14 and 25 micrometers
  • Between 25 and 50 micrometers
  • Between 50 and 100 micrometers
  • Greater than 100 micrometers

As an arc suppression grid deteriorates, cellulose and carbon particles are generated. These particles increase in size as the deterioration of the arc suppression grid increases. By monitoring the increase of the ratios of the larger size particle quantities to the smaller size particle quantities, an estimation of arc suppression grid deterioration can be made.

Another measurement of the particles and metals in oil analysis test is the breakdown, in percent, of the particle materials. An example of the materials classified by one laboratory are:

  • Fibrous Particles (from the arc suppression grids)
  • Metal Particles (from bearing surfaces, the arcing and main contact tips)
  • Carbon Particles (from the arc when the circuit breaker’s contacts part)
  • Other Particles

Carbon particles are very common in the oil in a circuit breaker. As the arc suppression grids deteriorate, the fibrous particles increase. As the arcing and main contact tip erosion increases or bearing surfaces wear, the metal particles increase.

In addition to the metal particles measured above, the particles and metals in oil analysis test also measures the levels, in ppm, of the following key metals dissolved in the oil:

  • Silver (Ag)
  • Copper (Cu)
  • Tungsten (W)
  • Chromium (Cr)
  • Nickel (Ni)
  • Lead (Pb)
  • Tin (Sn)
  • Silica in oil circuit breakers

The above metals are normally used in circuit breaker bearings, arcing and main contact tips. The levels of these metals in the oil increase as the tips or bearings erode. Therefore, an estimate of the erosion of the arcing and main contact tips can be made my monitoring the ppm levels of the key metals dissolved in the oil and the percentage of metal particles in the oil.

What are the test’s limitations? Particle size and type patterns can vary between different types of oil circuit breakers. Also, dissolved metals in oil patterns can vary between different types of oil circuit breakers. A sizeable quantity of particles and metals in oil analysis test results are required to establish valid patterns in each type of oil circuit breaker. Also, different patterns can exist within one type of oil circuit breaker due to the use of different materials in the main contacts, arcing contacts and arc suppression grids.

If oil is not agitated before taking samples, particles may not be present in the sample.

There are no Standards or Guides in the industry for analyzing or interpreting the test results of particles and metals in oil analysis in circuit breakers.

Most oil circuit breakers do not have oil sampling valves built into their drain valves. This presents a challenge to properly obtain an oil sample for particles and metals in oil analysis.

The particles and metals in oil analysis test alone does not provide sufficient data to make a reliable assessment of the circuit breaker’s arcing and main contact tips and of the arc suppression grids. The reliability of the assessment is greatly improved when the data from the particles and metals in oil analysis test are combined with the data from the dissolved gas in oil analysis test and the moisture in oil analysis test. This allows patterns to be developed where elevated levels of key dissolved gases in oil are correlated with particle count, size and material to more accurately predict levels of erosion of arcing and main contact tips and of arc suppression grids.

When does the test need to be performed? This test needs to be performed upon the initial commissioning of the circuit breaker to collect baseline test data. Future test data can be compared to the commissioning test data to see if any deviations have occurred and if any corrective actions may be required. These future tests may be regular periodic maintenance tests or special investigative tests which may be required due to an in-service failure or a perceived problem of the circuit breaker. The regular periodic maintenance tests are normally performed at fixed time intervals that have been selected by the owner and/or operator of the circuit breaker. These fixed time intervals are not standardized across the industry and can vary from 3 months to 3 years or more. Many factors go into the selection of the fixed time interval chosen for each circuit breaker. Condition based triggers may supplement the time-based triggers to help factor the breaker exposed service conditions. These factors are explained in more detail elsewhere in this guidebook.

Which type of circuit breakers is the test used on? As the name implies, this test is only used on oil circuit breakers.

How is the test performed? This test can be performed with the circuit breaker either energized and in service (on-line) or with it de-energized and out of service (off-line). A sample of the circuit breaker’s insulating oil is required for this test. The sample will be sent to a laboratory for the analysis to be performed. If the circuit breaker has one tank per phase, then three oil samples are required. If the circuit breaker has all three phases contained in one tank, then only one oil sample is required. Each oil sample is collected in a glass or plastic jar. The size of the glass or plastic jar is normally 1 pint.

The following steps are required to properly obtain an oil sample in a jar:

  1. Properly identify the circuit breaker from which the oil sample is to be obtained. This is done by collecting the manufacturer’s name, manufacturer’s serial number, substation name and owner’s equipment identification (ID) number on the circuit breaker. If a permanent owner’s equipment identification (ID) number label is absent, the three-line drawing of the substation can be referenced to determine the location of the circuit breaker. A temporary label can be attached to the circuit breaker for use during the test. It should be replaced with a permanent label as soon as practical.

  2. If three oil samples are required from the circuit breaker, properly identify which primary phase is connected to each pole of the circuit breaker. It is a best practice to permanently label the primary phase marking on the tanks, stands or enclosures of each circuit breaker when it is commissioned. If these permanent primary phase markings are absent, the three-line drawing or phasing drawing of the substation can be referenced to determine which primary phase is connected to which pole of the circuit breaker. Temporary labels can be attached to the circuit breaker for use during the test. These should be replaced with permanent labels as soon as practical.

  3. If possible, operate the breaker several times to create movement of the oil in an attempt to get a valid sample.

  4. The oil sample is collected from the oil drain valve on each tank of the circuit breaker. This drain valve is not normally equipped with a sampling valve. A sampling valve can be permanently added to the drain valve or attached temporarily when the oil sample is obtained. One method of attaching a sampling valve to a drain valve is to use a series of reducers to step the size of the drain valve down to the size of the sampling valve. Obtaining an oil sample directly from the drain valve is not recommended. A very slow oil flow rate is needed to properly obtain an oil sample. This flow rate cannot be properly controlled with the drain valve. Also, a short piece of tubing will be used to collect the oil sample. The oil sampling valve provides a place to connect this tubing whereas the drain valve does not.

  5. Place oil absorbing mats under the sampling area.

  6. Have clean dry rags on hand.

  7. Connect a short section of tygon tubing to the oil sampling valve.

  8. Place the other end of the tygon tubing into a clean empty one gallon bucket.

  9. Open the oil sampling valve.

  10. Slowly open the oil drain valve until oil begins to flow into the one gallon bucket.

  11. Allow the oil to drain into the one gallon bucket watching for signs of water droplets or bubbles in the oil through the tygon tubing or the oil in the one gallon bucket.

  12. Close the oil sampling valve as the one gallon bucket becomes full.

  13. Empty the oil from the one gallon bucket into a larger storage vessel for transportation and disposal off site.

  14. Continue to drain the oil until water droplets or bubbles are no longer seen in the oil.

  15. After water droplets or bubbles are no longer seen in the oil, drain two more gallons of oil.

  16. Close the oil sampling valve.

  17. Measure the temperature of the oil in the one gallon bucket and record it on the oil sample sheet that will be sent to the laboratory with the oil sample jar.

  18. Rinse out the sample bottle twice with oil from the oil sampling valve.

  19. Fill the sample bottle to near the top with oil from the oil sampling valve.

  20. Close the oil sampling valve.

  21. Close the oil drain valve.

  22. Install the lid on the sample bottle.

  23. Disconnect the tygon tubing from the oil sampling valve.

  24. Fill in the oil sample sheet provided by the laboratory:

    a. Substation Name

    b. Circuit Breaker Equipment ID Number

    c. Circuit Breaker Phase Identifier (When required)

    d. Circuit Breaker Serial Number

    e. Sample Date

    f. Sample Oil Temperature

    g. Tests Required:

    • Particle Count

    • Microscopic Particle Characterization

    • Metals

Send the filled syringe and filled-in oil sample sheet to the laboratory for analysis. Provide contact information as to where the test results need to be sent.

How are the test results interpreted? There are no Standards or Guides in the industry for the interpretation of particles and metals in oil analysis of circuit breakers. Widely used limits for the individual particle sizes, particle types and dissolved metal in oil levels do not exist. Also, since the level of each particle size, particle type and dissolved metal in oil generated in an oil circuit breaker varies between different types of oil circuit breakers and within one type of oil circuit breaker when different materials are used in the main contacts, arcing contacts and arc suppression grids, it is preferred that the owner and/or operator of the oil circuit breaker establish their own limits for each of these quantities for each common group of oil circuit breakers. This process involves performing a statistical analysis of the particles and metals in oil analysis test results for a common group of oil circuit breakers. The larger the number of test results that are analyzed, the more accurate the statistical analysis will be. Usually, 100 or more test results are desired for a good statistically analysis. Statistical analysis can be performed on few test results than this, but the accuracy of the analysis will be reduced.

Once the statistical analysis has been performed, information on the actual physical erosion or damage of the main contacts, arcing contacts and arc suppression grids needs to be obtained. This is done by performing internal inspections of these components in the oil circuit breakers with the highest levels of particles and metals in oil. This will help in understanding the relationship between the physical erosion or damage to these components and the levels of the various particles and metals in the oil. It will also help in establishing the levels for each of these quantities where internal inspections of main contacts, arcing contacts and arc suppression grids in oil circuit breakers are warranted.

Once the action levels for each particle size, particle type and dissolved metal in oil has been established for each common group of oil circuit breakers, the particle and metals in oil analysis test results are compared to these levels. If the action level for one or more of these quantities has been exceeded, an internal inspection of the main contacts, arcing contacts and arc suppression grids may be warranted.

Table 3-26 is an example of particles in oil analysis of an oil circuit breaker.

Table3-27 is an example of metals in oil analysis of an oil circuit breaker.

Table 3-26: Example of particles in oil analysis of an oil circuit breaker
Particle Size Particle Count
6-10 micrometers (um) 7833
10-14 micrometers (um) 981
14-25 micrometers (um) 702
25-50 micrometers (um) 113
50-100 micrometers (um) 25
>100 micrometers (um) 0
Particle Type Particle %
Fibrous Particles (%) 15
Metal Particles (%) 0
Carbon Particles (%) 80
Other Particles (%) 5
Table 3-27: Example of metals in oil analysis of an oil circuit breaker
Silver (Ag) (ppm) < 0.5
Chromium (Cr) (ppm) < 0.5
Copper (Cu) (ppm) < 0.5
Nickel (Ni) (ppm) < 0.5
Lead (Pb) (ppm) < 0.5
Tin (Sn) (ppm) < 0.5
Tungsten (W) (ppm) < 0.5

1.4 - Chapter 4 - Investigating and Understanding Circuit Breaker Problems and Failures

Introduction and Overview

This chapter is directed to utility engineering staff involved in maintenance of high voltage circuit breakers. The objective is to provide information and guidance to support effective practices that maintain service reliability and extend breaker life. The work complements other EPRI efforts associated with circuit breaker knowledge capture, training, field guide development, and maintenance.

One important aspect of an effective circuit breaker maintenance program is the identification of failures and problems that can occur during a circuit breaker’s lifetime. These failures and problems vary for each circuit breaker depending on such factors as type of interrupting medium (oil, vacuum or SF6 gas), type of operating mechanism (pneumatic, hydraulic or spring), type of bushings (oil-filled capacitor, SF6 gas filled or solid), differences in manufacturer’s designs, operating and environmental conditions as well as the circuit breaker’s maintenance program. Improvements in the effectiveness of the circuit breaker’s maintenance program can be made by identifying failures and problems that can occur to that circuit breaker and to develop a maintenance program that will detect and prevent or minimize damage from these events occurring.

Another important aspect of an effective circuit breaker maintenance program is the timely, careful and thorough investigation of circuit breaker failures. If the failure has created the possibility of continuing corrosive or degradation processes, there is an advantage to do the investigation immediately after it occurs. The purpose of this investigation is to identify the root cause of the failure. After this step has been completed, a review of the maintenance program for the failed and similar circuit breakers should be made to determine if changes or additions are needed to prevent this failure from occurring in the future.

This multi-year research initiative is designed to improve the maintenance of circuit breakers to achieve reliable performance with reduced costs. The focus is to identify and list possible failures and problems of various components and systems of vacuum, oil and SF6 gas circuit breakers. Also, the steps and processes necessary to perform a root cause of failure investigation are developed. The ultimate goal is to provide utilities with information and guidance to assist them in developing and performing a successful condition-based preventive maintenance program.

Researchers followed a multistep approach in the development of this chapter.

Identify existing industry standards and guides. Perform a search of existing industry standards and guides on the subjects of vacuum, oil and SF6 gas circuit breaker failures, problems and failure investigations. Use pertinent information from these standards and guides in the preparation of this chapter. Identify gaps and outdated information in these standards and guides. Provide new and updated information in this chapter of the guidebook.

Solicit utility experiences and input. Gather information of utilities’ experiences with vacuum, oil and SF6 gas circuit breaker failures, problems and failure investigations. Organize this information and present it in a clear and concise manner in this chapter of the guidebook.

This chapter describes and explains vacuum, oil and SF6 gas circuit breaker failures, problems and failure investigations. The section organization is as follows:

Section 1: Introduction and Overview

Section 2: Definitions

Section 3: Failure Characteristics

Section 4: Failure Modes, Effects and Causes

Section 5: Problems

Section 6: Investigations

Section 7: Failure Investigation Examples

Definitions

Note: Applicable IEC definitions will be included in future editions of the Guide.

Failure

Termination of the ability of an item to perform its required functions. (IEEE Std C37.10-2011)

Failure Analysis

The logical, systematic examination of an item or its diagram(s) to identify and analyze the probability, causes, and consequences of potential and real failure. (See The IEEE Standards Dictionary: Glossary of Terms & Definitions.)

Failure cause (Root cause)

The circumstances during design, manufacture, or use that have led to failure. (See The IEEE Standards Dictionary: Glossary of Terms & Definitions.)

Failure characteristic (Failure pattern)

A description of the conditional probability of failure against operating age for an electrical or mechanical item. (IEEE Std C37.10.1-2000)

Failure effect

A description of what actually happens when a failure mode occurs. (IEEE Std C37.10.1-2000)

Failure mode

The manner in which failure occurs; generally categorized as electrical, mechanical, thermal, and contamination (IEEE Std C37.10-2011)

Failure Modes and Effects Analysis (FMEA)

A process of identifying potential failures and their corresponding effects on the product or process under consideration – generally a design tool; however, it can also be used for failure analysis. (IEEE Std C37.10-2011)

Analysis based on that defined component or subassembly level where the basic failure criteria (primary failure modes) are available. Starting from the basic element failure characteristics and the functional system structure, the FMEA determines the relationship between the element failures and the system failures, malfunctions, operational constraints, and degradation of performance or integrity. To evaluate secondary and higher-order system and subsystem failures, the sequences of events in time may also have to be considered. (IEEE Std C37.10.1-2000)

Functional Failure (also see Failure)

The inability of a system to meet a specified performance standard

Hidden Failure

A functional failure that cannot be seen or detected during normal operation of a system(Note: There must be hidden failure finding tasks in a comprehensive preventive maintenance program.)

Investigation

A process to make a systematic, detailed and careful examination about something to try to discover the facts in order to learn how it happened, why it happened, etc.

Major failure (of a circuit breaker)

Failure of a circuit breaker that causes the termination of one or more of its fundamental functions, which necessitates immediate action. (IEEE Std C37.10-2011)

Major failure-replacement (of a circuit breaker)

A major failure of a circuit breaker that results in the complete removal of the existing circuit breaker and the installation of another circuit breaker in its place.

Minor failure (of a circuit breaker)

Any failure of a part or a sub-assembly that does not cause a major failure of a circuit breaker. (IEEE Std C37.10-2011)

Problem

A question or matter that is a source of trouble or concern which, if left unchecked, may lead to failure

Root cause failure analysis (RCFA)

A method or series of actions taken to find out why a particular failure or problem exists and to correct those causes; investigative techniques applied to the determination of factors leading to the initiating or original failure. (IEEE Std C37.10-2011

Failure Characteristics

Introduction

A failure characteristic, also known as a failure pattern, as defined by IEEE, is a description of the conditional probability of failure against operating age for an electrical or mechanical item. In graphical form, the probability of failure is shown along the y axis and the operating age of the equipment is shown along the x axis. In written form, the shape of the characteristic is described as the age of the equipment increases.

However, failures also occur vs. number of operations, design, materials used in manufacture, type of installation, e.g. capacitor bank service, and exposure to fault currents.

Generic failure characteristics

Bathtub Curve

One observed failure rate characteristic is the bathtub curve. This curve describes the combination of numerous individual failure rates of a group of components into one curve. It is characterized by high initial failure rates at the beginning of life called infant failures or infant mortality. Next the failure rates gradually decline to a low level. This low level slowly increases over the life of the equipment. Near the end of life of the equipment, the failure rates increase until the equipment fails of one or more accumulated failure causes. This curve is shown in Figure 4-1 below.

Figure 4-1: Bathtub curve

IEEE Standard C37.10.1-2000 Guide for the Selection of Monitoring for Circuit Breakers contains a table displaying graphs and written descriptions of some known failure characteristics.

Common circuit breaker failure characteristics

Infant Mortality

Infant mortality is a failure of the circuit breaker the instant that it is first energized or a failure very early in its life. These failures are usually due to design or manufacturing issues at the factory or installation issues at the substation. Circuit breaker manufacturers cover their liability for infant mortality failures with a warranty. These warranties are normally for one year or several years as most infant mortalities occur during this time frame.

Infant mortality failures are more common on circuit breakers of newer designs than ones of older designs. For this reason, some circuit breaker purchasers prefer to buy circuit breakers of an established design and with a low failure rate history. These circuit breakers have had a chance for any design problems to be worked out. Purchasers of newer design circuit breakers may request longer manufacturer warranty periods to protect themselves against the unknown problems and failures of a newer design.

Random Failures

Random failures are primarily characterized by their unpredictability. There are normally no precursors or warnings that the failure is going to happen. They just happen independently of age. Some examples of random failures are internal flashovers inside interrupter tanks or compartments, broken operating linkages and trip coil failures. Due to the randomness of this type of failure, they may not be detected with a preventive or predictive maintenance program.

Tip-up Curve

The most common failure characteristic for circuit breakers is the tip-up curve. This curve begins with a low failure rate at the beginning of the circuit breaker’s life. This failure rate remains low, or increases very slowly, over the life of the circuit breaker. At some point in the circuit breaker’s life, the failure rate has a noticeable change or tip-up and begins increasing. The rate of the increase can vary. One of the main objectives of a good circuit breaker maintenance program is to periodically test and check the circuit breaker for evidence that a tip-up has occurred in some part of the breaker. Once the tip-up is discovered, follow up actions are normally required to retest and recheck the circuit breaker again after a fairly short time to establish the rate that the failure is increasing. In general, tip-ups with a rapidly increasing failure rate will require corrective action. Tip-ups with moderate or slowly increasing failure rates are closely monitored to determine if and when corrective action may be required. Examples of tip-up curves with high, medium and low failure rates are shown in Figure 4-2 below.

Figure 4-2: Tip-up curves
Step-up Curve

The step-up curve also begins with a low failure rate at the beginning of the circuit breaker’s life. What is unique about this curve is that the failure rate increases as a step function and those steps are associated with the operation of the circuit breaker. Prime examples of this are the circuit breaker’s arcing contacts. Each time the circuit breaker interrupts fault current; there is metal erosion of the arcing contacts. Each time the circuit breaker interrupts load current; there is also metal erosion of the arcing contacts but to a much smaller degree. The arcing contact metal erosion is cumulative. This means that the arcing contacts will eventually need to be replaced. Once the arcing contacts have been replaced with new contacts, the step-up curve starts over again.

Another unique detail about the step-up curve is that it is not time dependent even though it occurs over time. It is dependent upon the operation of the circuit breaker. An example of a step-up curve is shown in Figure 4-3 below. It is important to note that time-dependent failure mechanisms are also likely present and that the overall circuit breaker failure rate is the result of a combination of multiple component rates.

Figure 4-3: Step-up curves

Failure Modes, Effects and Causes

Introduction

Understanding the failure modes, failure effects and failure causes of circuit breakers is one important key to having an effective, cost efficient circuit breaker maintenance program. By studying the various components of circuit breakers, how they work together and what can happen when they do not work properly, a maintenance plan can be developed that periodically checks and monitors these components for deterioration. The goal of an effective maintenance program is to discover problems with components and correct those problems before they become failures. The goal of a cost efficient maintenance program is to focus the limited funds available for maintenance on preventing the failures which have the greatest risk impact on the owner.

This section contains a series of tables which list various circuit breaker failure modes. Each table then lists the effect(s) of that failure mode. Finally, listings of possible causes of that failure mode are presented.

Circuit breaker fails to open on command

Table 4-1: Circuit breaker fails to open on command
Failure mode Failure effect Failure cause
Fails to open on command Breaker does not open the circuit to interrupt current Trip latch:
  1. Inappropriate lubrication
  2. Inadequate lubrication
  3. Inappropriate adjustment
  4. Surface wear
  5. Surface deformation
  6. Deteriorated bearings
Trip mechanism:
  1. Inappropriate lubrication
  2. Inadequate lubrication
  3. Inappropriate adjustment
  4. Linkage deformation
  5. Linkage binding
  6. Linkage breakage
  7. Deteriorated bearings
Control circuit:
  1. Open trip coil
  2. Shorted trip coil
  3. Defective 52a auxiliary contact(s) in trip circuit
  4. Open trip circuit fuse or breaker
  5. Defective breaker control switch
  6. Low control voltage
  7. Defective control battery charger
  8. Defective control battery
  9. Defective wiring
  10. Operation legitimately blocked due to low operating mechanism energy
  11. Operation legitimately blocked due to low SF6 gas pressure
  12. Operation incorrectly blocked due to defective control circuit device
Pneumatic operating mechanism low air pressure due to:
  1. Leak
  2. Defective air compressor
  3. Defective air compressor motor
  4. Defective air compressor drive belt
  5. Defective air compressor starter air pressure switch
Hydraulic operating mechanism low hydraulic oil pressure due to:
  1. Leak
  2. Defective hydraulic oil pump
  3. Defective hydraulic oil pump motor
  4. Defective hydraulic oil pump starter oil pressure switch
  5. Defective accumulator
  6. Water in hydraulic fluid causing foaming
Spring operating mechanism low spring pressure due to:
  1. Defective spring
  2. Defective spring charging motor
  3. Defective spring charging drive chain
  4. Broken or binding spring charging mechanism
  5. Inappropriate or inadequate lubrication of spring charging mechanism
  6. Defective spring charging motor starter micro-switch
Magnetic operating mechanism low energy due to:
  1. Defective circuit board
  2. Defective proximity sensor
Mechanism cabinet below required temperature:
  1. Cabinet heater failure
  2. Inadequate cabinet insulation
Stationary and movable main contacts welded together

Circuit breaker opens, but fails to remain open

Table 4-2: Circuit breaker opens, but fails to remain open

Failure mode

Failure effect

Failure cause

Opens but fails to remain open

Breaker opens and then closes again

Mechanism failure

  1. Linkage breakage

  2. Defective opening shock absorber

Breaker opens and then repeatedly closes and opens

Anti-pumping scheme failure

  1. Defective anti-pump relay

  2. Defective auxiliary contact(s) in anti-pump circuit

Circuit breaker opens, but fails to interrupt

Table 4-3: Circuit breaker opens, but fails to interrupt current
Failure mode Failure effect Failure cause
Opens but fails to interrupt current Fault or load current is not interrupted and the circuit breaker interrupter has a major failure Air-Blast circuit breaker specific:
  1. Low air pressure
  2. Loss of air pressure
  3. High moisture in air
  4. Blast valve failure
Oil circuit breaker specific:
  1. Low oil dielectric strength
  2. Low oil level
  3. Loss of oil
  4. Defective interrupter
SF6 gas circuit breaker specific:
  1. Low SF6 gas pressure or density
  2. Loss of SF6 gas pressure
  3. Puffer failure
  4. Nozzle failure
  5. Interrupter tank below required temperature (tank heater failure)
Vacuum circuit breaker specific:
  1. Loss of vacuum
Mechanical failure:
  1. Insufficient contact opening distance
Misapplication or other situation beyond circuit breaker’s capability

Circuit breaker opens, but fails to maintain open contact insulation

Table 4-4: Circuit breaker opens, but fails to maintain open contact insulation
Failure mode Failure effect Failure cause
Opens but fails to maintain open contact insulation Breaker fails to provide required dielectric isolation of contacts immediately after the opening operation Air-Blast circuit breaker specific:
  1. Low air pressure
  2. Loss of air pressure
  3. High moisture in air
  4. Deteriorated internal solid insulation components across open contacts
Oil circuit breaker specific:
  1. Low oil dielectric strength
  2. Low oil level
  3. Loss of oil
SF6 gas circuit breaker specific:
  1. Low SF6 gas pressure or density
  2. Loss of SF6 gas pressure
  3. High moisture in SF6 gas
  4. Conductive particles in SF6 gas
  5. Deteriorated internal solid insulation components across open contacts
Vacuum circuit breaker specific:
  1. Loss of vacuum
Mechanism does not travel complete opening distance
Dielectric stress exceeds the circuit breaker’s capability
Lightning

Circuit breaker opens without command

Table 4-5: Circuit breaker opens without command
Failure mode Failure effect Failure cause
Opens without command Circuit is unintentionally interrupted with possible safety and economic damage issues Trip latch not secure
Trip circuit:
  1. Unwanted ground
  2. Stray current or transient surge
  3. Defective control circuit device
  4. Operated correctly due to low control voltage trip
Self-protective feature of some circuit breakers:
  1. Low operating mechanism energy trip
  2. Low SF6 gas pressure or density trip

Circuit breaker fails to close on command

Table 4-6: Circuit breaker fails to close on command
Failure mode Failure effect Failure cause
Fails to close on command Breaker does not close the circuit to conduct current Close latch:
  1. Inappropriate lubrication
  2. Inadequate lubrication
  3. Inappropriate adjustment
  4. Surface wear
  5. Surface deformation
  6. Deteriorated bearings
Close mechanism:
  1. Inappropriate lubrication
  2. Inadequate lubrication
  3. Inappropriate adjustment
  4. Linkage deformation
  5. Linkage binding
  6. Linkage breakage
  7. Deteriorated bearings
Control circuit:
  1. Open close coil
  2. Shorted close coil
  3. Defective 52b auxiliary contact(s) in close circuit
  4. Open close circuit fuse or breaker
  5. Defective breaker control switch
  6. Defective synchronous controller
  7. Low control voltage
  8. Defective control battery charger
  9. Defective control battery
  10. Defective wiring
  11. Operation legitimately blocked due to low operating mechanism energy
  12. Operation legitimately blocked due to low SF6 gas pressure
  13. Operation incorrectly blocked due to defective control circuit device
Pneumatic operating mechanism low air pressure due to:
  1. Leak
  2. Defective air compressor
  3. Defective air compressor motor
  4. Defective air compressor drive belt
  5. Defective air compressor starter air pressure switch
Hydraulic operating mechanism low hydraulic oil pressure due to:
  1. Leak
  2. Defective hydraulic oil pump
  3. Defective hydraulic oil pump motor
  4. Defective hydraulic oil pump starter oil pressure switch
  5. Defective accumulator
  6. Water in hydraulic fluid causing foaming
Spring operating mechanism low spring pressure due to:
  1. Defective spring
  2. Defective spring charging motor
  3. Defective spring charging drive chain
  4. Broken or binding spring charging mechanism
  5. Inappropriate or inadequate lubrication of spring charging mechanism
  6. Defective spring charging motor starter micro-switch

Magnetic operating mechanism low energy due to:

  1. Defective circuit board
  2. Defective proximity sensor

Mechanism cabinet below required temperature

  1. Cabinet heater failure
  2. Inadequate cabinet insulation

Circuit breaker with synchronous controller closes, but not within limits

Table 4-7: Circuit breaker with synchronous controller closes, but not within limits
Failure mode Failure effect Failure cause
Synchronous close occurs but not within limits Breaker closes before or after desired operating window in one or more poles Defective synchronous controller
Inappropriate contact adjustment

Circuit breaker closes, but fails to remain closed

Table 4-8: Circuit breaker closes, but fails to remain closed
Failure mode Failure effect Failure cause
Closes but fails to remain closed Breaker closes then opens again Trip latch fails to properly latch:
  1. Inappropriate adjustment
  2. Surface wear
  3. Surface deformation
Mechanism failure:
  1. Linkage breakage

Circuit breaker closes, but fails to conduct current

Table 4-9: Circuit breaker closes, but fails to conduct current
Failure mode Failure effect Failure cause
Closes but fails to conduct current Breaker does not close the circuit to conduct current in one or more poles Main contacts burnt away (from electrical arc erosion)
Broken mechanical linkage to contacts
Loss of overtravel preventing contacts from closing fully

Circuit breaker closes without command

Table 4-10: Circuit breaker closes without command
Failure mode Failure effect Failure cause
Closes without command Circuit is unintentionally closed with possible safety and economic damage issues Close latch not secure
Close circuit:
  1. Unwanted ground
  2. Stray current or transient surge
  3. Defective control circuit device
Pneumatic operating mechanism:
  1. Pilot valve not secure
Spring operating mechanism:
  1. Spring release mechanism worn

Circuit breaker fails to conduct continuous or momentary current (while already closed)

Table 4-11: Circuit breaker fails to conduct continuous or momentary current (while already closed)
Failure mode Failure effect Failure cause
Fails to conduct continuous or momentary current (while already closed) Breaker does not conduct current with resulting thermal damage to contact assemblies Main contacts:
  1. High contact resistance
  2. Contact ablation
  3. Broken or missing contacts
  4. Contact spring failure
Loss of contact closing force due to loss of overtravel

Circuit breaker fails to provide insulation

Table 4-12: Circuit breaker fails to provide insulation
Failure mode Failure effect Failure cause
Fails to provide insulation Short circuit on power system with possible safety and economic damage issues; interruption of power system components Air-Blast circuit breaker specific:
  1. Low air pressure
  2. Loss of air pressure
  3. High moisture in air
  4. Deteriorated internal solid insulation components
Oil circuit breaker specific:
  1. Low oil dielectric strength
  2. Low oil level
  3. Loss of oil
  4. Low lift rod dielectric strength
SF6 gas circuit breaker specific:
  1. Low SF6 gas pressure or density
  2. Loss of SF6 gas pressure
  3. High moisture in SF6 gas
  4. Conductive particles in SF6 gas
  5. Deteriorated internal solid insulation components
Vacuum circuit breaker specific:
  1. Loss of vacuum
  2. Deteriorated solid insulation components
Bushings:
  1. Deteriorated internal insulation
  2. External insulation contamination
  3. Physical damage to external insulation
Wildlife
Lightning
System transient overvoltage
Water infiltration
Airborne foreign material

Circuit breaker fails to provide insulation across open contact

Table 4-13: Circuit breaker fails to provide insulation across open contact
Failure mode Failure effect Failure cause
Fails to provide insulation across open contact Circuit is unintentionally closed with possible safety and economic damage issues; may result in a major failure of circuit breaker interrupter Air-Blast circuit breaker specific:
  1. Low air pressure
  2. Loss of air pressure
  3. High moisture in air
  4. Deteriorated internal solid insulation components across open contacts
Oil circuit breaker specific:
  1. Low oil dielectric strength
  2. Low oil level
  3. Loss of oil
SF6 gas circuit breaker specific:
  1. Low SF6 gas pressure or density
  2. Loss of SF6 gas pressure
  3. High moisture in SF6 gas
  4. Conductive particles in SF6 gas
  5. Deteriorated internal solid insulation components across open contacts
Vacuum circuit breaker specific:
  1. Loss of vacuum
Wildlife
Lightning
System transient overvoltage
Dielectric stress exceeds the circuit breaker’s capability
Airborne foreign material
Water infiltration
External insulation:
  1. Contamination
  2. Physical damage

Circuit breaker fails to contain insulating medium

Table 4-14: Circuit breaker fails to contain insulating medium
Failure mode Failure effect Failure cause
Fails to contain insulating medium Loss of insulating medium to environment Air-Blast circuit breaker specific:
  1. Failure of seals, O-rings and gaskets
  2. Porosity of welds
  3. Corrosion
  4. Physical damage
  5. Pressure relief device operation
Oil circuit breaker specific:
  1. Failure of seals and gaskets
  2. Corrosion
  3. Physical damage
SF6 gas circuit breaker specific:
  1. Failure of seals, O-rings and gaskets
  2. Porosity of castings
  3. Porosity of welds
  4. Corrosion
  5. Physical damage
  6. Rupture disk operation
Vacuum circuit breaker specific:
  1. Failure of seals
  2. Corrosion
  3. Physical damage

Circuit breaker fails to indicate correct condition or position

Table 4-15: Circuit breaker fails to indicate correct condition or position
Failure mode Failure effect Failure cause
Fails to indicate correct condition or position Operation of power system with a circuit breaker that is incapable or has reduced capacity to perform its functions Air-Blast circuit breaker specific:
  1. Stuck, broken or defective air pressure switch
  2. Air pressure switch not set correctly or out of calibration
  3. Stuck, broken or defective air pressure gauge
Oil circuit breaker specific:
  1. Stuck, broken or defective interrupter tank oil level indicator
SF6 gas circuit breaker specific:
  1. Stuck, broken or defective SF6 gas pressure or density switch
  2. SF6 gas pressure or density switch not set correctly or out of calibration
  3. Stuck, broken or defective SF6 gas pressure or density gauge
Defective condition or position indicator causing operator to undertake inappropriate actions Pneumatic operating mechanism specific:
  1. Stuck, broken or defective air pressure switch
  2. Air pressure switch not set correctly or out of calibration
  3. Stuck, broken or defective air pressure gauge
Hydraulic operating mechanism specific:
  1. Stuck, broken or defective hydraulic oil pressure switch
  2. Oil pressure switch not set correctly or out of calibration
  3. Stuck, broken or defective hydraulic oil pressure gauge
Spring operating mechanism specific:
  1. Stuck, broken or defective spring charged/discharged indicator
Stuck, broken or defective circuit breaker open/closed position indicator
Stuck, broken or defective circuit breaker operations counter

Circuit breaker fails to provide for safety in operation

Table 4-16: Circuit breaker fails to provide for safety in operation

Failure mode

Failure effect

Failure cause

Fails to provide for safety in operation

Hazard to personnel

Live tank SF6 gas circuit breaker specific:
  1. Overpressure of porcelain interrupter
  2. Defects in porcelain
  3. Improper filling with SF6 gas
  4. Loss of SF6 gas and need to isolate
Dead tank SF6 gas circuit breaker specific:
  1. Overpressure of porcelain bushings
  2. Defects in porcelain
  3. Overpressure of interrupter tank
  4. Improper filling with SF6 gas
  5. Loss of SF6 gas and need to isolate
Pneumatic operating mechanism specific:
  1. Overpressure of air system
Hydraulic operating mechanism specific:
  1. Overpressure of hydraulic oil system
  2. Improper filling with hydraulic oil
Spring operating mechanism specific:
  1. Overpressure of spring charging system
Failure of interlocks

Problems

Introduction

For the purposes of this section and chapter, a problem is defined as a question or matter that is a source of trouble or concern which, if left unchecked, may lead to failure. In other words, a problem can be looked at as a precursor to a failure. One reason that a problem needs to be differentiated from a failure is that different actions are taken for each. Whereas failures warrant corrective actions, problems need to be reviewed to determine:

  • Does the problem warrant corrective action?

  • Does the problem need to be monitored?

  • Can the problem be ignored?

This section contains a series of tables which list various circuit breaker problems and causes. The tables are arranged in alphabetical order by component name or assembly name (such as cabinets or interrupter tanks). The assembly tables are further broken down by component. Problem causes are generally grouped into one of the following categories:

  • Electrical

  • Mechanical

  • Physical

  • Thermal

  • Contamination

Air (Air-Blast Circuit Breakers)

Table 4-17: Air (Air Blast Circuit Breakers) Problems and Causes
Problem Cause
Moisture in air measurements (dew point) do not meet manufacturer’s specifications
  1. Leaks
  2. Defective drying system on compressor

Bushings – Oil-filled Capacitor

Table 4-18: Bushings - Oil-filled Capacitor Problems and Causes

Problem

Cause

Low oil level/Leaks

  1. Failure of seals, O-rings and gaskets

Power factor measurements that are changing with time

  1. Moisture ingress

  2. Contaminant

Capacitance measurements that are changing with time

  1. Shorted capacitor layers

Chips or cracks in porcelain weathersheds

  1. Vandalism

  2. Airborne debris

  3. Manufacturing defect

Cracks in polymer weathersheds

  1. Manufacturing defect

Tracking on weathersheds

  1. Manufacturing defect

  2. Contaminant

  3. Corona

Contamination on weathersheds

  1. Salt spray

  2. Pollutant from nearby industry

Elevated top terminal temperature (from infrared scan)

  1. Loose/Poor connection

Discolored oil in sight glass

  1. Moisture ingress

Bushings – SF6 Gas-filled

Table 4-19: Bushings – SF6 Gas-filled Problems and Causes

Problem

Cause

Leaks

  1. Failure of seals, O-rings and gaskets

Chips or cracks in porcelain weathersheds

  1. Vandalism

  2. Airborne debris

  3. Manufacturing defect

Cracks in polymer weathersheds

  1. Manufacturing defect

Tracking on weathersheds

  1. Manufacturing defect

  2. Contaminant

  3. Corona

Contamination on weathersheds

  1. Salt spray

  2. Pollutant from nearby industry

Elevated top terminal temperature (from infrared scan)

  1. Loose/Poor connection

Bushings – Solid

Table 4-20: Bushings – Solid Problems and Causes

Problem

Cause

Chips or cracks in porcelain weathersheds

  1. Vandalism

  2. Airborne debris

  3. Manufacturing defect

Cracks in polymer weathersheds

  1. Manufacturing defect

Tracking on weathersheds

  1. Manufacturing defect

  2. Contaminant

  3. Corona

Contamination on weathersheds

  1. Salt spray

  2. Pollutant from nearby industry

Elevated top terminal temperature (from infrared scan)

  1. Loose/Poor connection

Cabinets - Control and Mechanism

Table 4-21: Cabinets – Control and Mechanism Problems and Causes

Component

Problem

Cause

Doors

Water leaks

Corrosion

Dirt/Dust inside cabinet

Bent

Defective/missing weather stripping:
  1. Deteriorated paint
  2. Physical damage

Hinges and Latches

Bent/broken

Missing

Corrosion

Non-operable

  1. Physical damage
  2. Deteriorated paint
  3. Inadequate lubrication

Cabinet

Dirt/Dust

Insects and nests

Rodents and nests

Corrosion

  1. Defective/missing conduit filler plates
  2. Deteriorated conduits
  3. Deteriorated paint

Relays

Do not pick up when energized

Do not dropout when de-energized

Closed contacts do not conduct current

Broken or cracked base

Elevated temperature (infrared scan)

  1. Open/shorted coils
  2. Mechanical binding
  3. Contact corrosion/erosion
  4. Welded contacts
  5. Loose/Poor wire terminations
  6. Physical damage

Control Switches

Handle does not turn

Handle turns but contacts do not change state

Closed contacts do not conduct current

Elevated temperature (infrared scan)

  1. Mechanical binding
  2. Welded contacts
  3. Contact corrosion/erosion
  4. Physical damage
  5. Loose/Poor wire terminations

Indicating Lights

Lamp does not illuminate

  1. Defective bulb
  2. Defective socket
  3. Loose wire terminations

Test Switches

Blades do not open

Closed contacts do not conduct current

Broken or cracked base

Elevated temperature (infrared scan)

  1. Mechanical binding
  2. Welded contacts
  3. Contact corrosion/erosion
  4. Physical damage
  5. Loose/Poor wire terminations

Terminal Blocks

Broken or cracked base

Elevated temperature (infrared scan)

  1. Physical damage
  2. Loose/Poor wire terminations

Fuses and Circuit Breakers

Broken or cracked base

Elevated temperature (infrared scan)

  1. Physical damage
  2. Loose/Poor wire terminations

Cabinet Lights

Lamp does not illuminate

Broken or cracked base

  1. Defective bulb
  2. Defective socket
  3. Loose/Poor wire terminations
  4. Physical damage

Receptacles

Broken or cracked

Physical damage

Heaters

Not producing heat

Visibly broken element

Broken or cracked mounting

Missing protective guard

Cracked/deteriorated wire insulation

Premature lubrication failure

  1. Blown fuse
  2. Loose/Poor wire terminations
  3. Physical damage
  4. Wrong type of wire used
  5. Normal ageing
  6. Abnormal heating

Conduits

Water leaks

Defective seals

Control Cables

Cracked/deteriorated insulation

Missing insulation by rodents

Corroded crimp terminals

Elevated temperature (infrared scan)

  1. Normal ageing
  2. Abnormal heating
  3. Physical damage
  4. Loose/Poor wire terminations

Wiring

Cracked/deteriorated insulation

Missing insulation by rodents

Corroded crimp terminals

Elevated temperature (infrared scan)

  1. Normal ageing
  2. Abnormal heating
  3. Physical damage
  4. Loose/Poor wire terminations

Annunciators

Not indicating correctly

Not indicating at all

Broken or cracked

Elevated temperature (infrared scan)

  1. Loose/Poor wire terminations
  2. Defective power supply/Blown fuses
  3. Physical damage

Vents

Clogged/Blocked

  1. Insects
  2. Dirt/Dust

Capacitors – Grading

Table 4-22: Capacitors – Grading Problems and Causes

Problem

Cause

Power factor measurements that are changing with time

  1. Moisture ingress

  2. Contaminant

Capacitance measurements that are changing with time

  1. Shorted capacitor layers

Chips or cracks in porcelain weathersheds

  1. Vandalism

  2. Airborne debris

  3. Manufacturing defect

Cracks in polymer weathersheds

  1. Manufacturing defect

Tracking on weathersheds

  1. Manufacturing defect

  2. Contaminant

  3. Corona

Contamination on weathersheds

  1. Salt spray

  2. Pollutant from nearby industry

Oil leaks

  1. Failure of seals, O-rings and gaskets

Elevated temperature (infrared scan)

  1. Shorted capacitor layers

  2. Loose/Poor connection

Capacitors - TRV (Transient Recovery Voltage)

Table 4-23: Capacitors – TRV (Transient Recovery Voltage) Problems and Causes

Problem

Cause

Power factor measurements that are changing with time

  1. Moisture ingress

  2. Contaminant

Capacitance measurements that are changing with time

  1. Shorted capacitor layers

Chips or cracks in porcelain weathersheds

  1. Vandalism

  2. Airborne debris

  3. Manufacturing defect

Cracks in polymer weathersheds

  1. Manufacturing defect

Tracking on weathersheds

  1. Manufacturing defect

  2. Contaminant

  3. Corona

Contamination on weathersheds

  1. Salt spray

  2. Pollutant from nearby industry

Oil leaks

  1. Failure of seals, O-rings and gaskets

Elevated temperature (infrared scan)

  1. Shorted capacitor layers

  2. Loose/Poor connection

Current Carrying Paths

Table 4-24: Current Carrying Paths Problems and Causes

Problem

Cause

Static contact resistance measurements do not meet manufacturer’s specifications

High main contact resistance:
  1. High resistance at lower bushing connection
  2. High resistance at upper bushing connector
  3. High resistance at contact support assembly
  4. High resistance at internal bus connections

Elevated temperature (infrared scan)

Loose/poor connection

Current Transformers

Table 4-25: Current Transformers Problems and Causes

Problem

Cause

Ratio test results do not meet manufacturer’s specifications

Shorted turns:
  1. Open turns
  2. Shorted leads
  3. Open leads

Secondary excitation current test results do not meet manufacturer’s specifications

Shorted turns:
  1. Open turns
  2. Shorted leads
  3. Open leads

Secondary winding DC resistance test results do not meet manufacturer’s specifications

Shorted turns:
  1. Open turns
  2. Shorted leads
  3. Open leads
  4. Loose connection

Secondary winding insulation resistance test results do not meet industry standards

Deteriorated wire:
  1. Deteriorated terminal blocks

Cracked/deteriorated wire insulation

Normal ageing:
  1. Abnormal heating

Draw-out Switchgears

Table 4-26: Draw-out Switchgears Problems and Causes

Component

Problem

Cause

Draw-out Mechanisms

Binding

Deformation

Breakage

Wear

  1. Physical damage
  2. Out of alignment

Shutter Mechanisms

Binding

Deformation

Breakage

Wear

  1. Physical damage
  2. Out of alignment

Lifting Mechanisms

Binding

Deformation

Breakage

Wear

  1. Physical damage
  2. Out of alignment

Lifting Mechanism Motors

Does not operate

  1. Open winding
  2. Shorted winding
  3. Loose connection
  4. Blown fuse

High Voltage Air-Insulated Compartments (Medium Voltage Circuit Breakers)

Table 4-27: High Voltage Air-Insulated Compartments (Medium Voltage Circuit Breakers) Problems and Causes

Component

Problem

Cause

High Voltage Bus

Dirt/Corrosion

Discoloration from overheating

  1. Missing/Deteriorated vent filters
  2. Deteriorated seals
  3. Inadequate heaters
  4. Loose connection(s)

Solid Insulation

Dirt/Corrosion

Cracks/Chips

Deterioration

Tracking

  1. Missing/Deteriorated vent filters
  2. Deteriorated seals
  3. Inadequate heaters
  4. Physical damage
  5. Manufacturing defect
  6. Corona

Condensation Heaters

Not producing heat

Visibly broken element

Broken or cracked mounting

Missing protective guard

Cracked/deteriorated wire insulation

  1. Blown fuse
  2. Loose wire terminations
  3. Physical damage
  4. Wrong type of wire used
  5. Normal ageing
  6. Abnormal heating

Vents

Blocked/Clogged

  1. Insects
  2. Dirt/Dust

Hydraulic Fluid

Table 4-28: Hydraulic Fluid Problems and Causes
Problem Cause

Dirty/Contaminated

  1. Failure of seals, O-rings and gaskets
  2. Missing/Defective oil filter
  3. Excessive moisture in oil

Interrupters

Table 4-29: Interrupters Problems and Causes

Component

Problem

Cause

Contacts - Arcing

Dynamic Contact Resistance Measurements (DRM) that indicate possible arcing contact wear/erosion

  1. Normal wear/erosion from interrupting fault and load currents
  2. Abnormal wear from contact misalignment or looseness

Dissolved gas in oil analysis test results that indicate possible excessive arcing contact erosion

  1. Normal wear/erosion from interrupting fault and load currents
  2. Abnormal wear from contact misalignment

Contacts - Main

Static contact resistance measurements do not meet manufacturer’s specifications

  1. Loose connection
  2. Normal wear
  3. Abnormal wear from contact misalignment

Elevated interrupter tank temperature (from infrared scan)

  1. Loose/Poor connection
  2. High contact resistance from normal wear
  3. High contact resistance from abnormal wear

Air Blast Valves

Binding

Erosion

  1. Abnormal wear
  2. Misalignment
  3. Breakage
  4. Normal erosion from interrupting fault and load currents
  5. Abnormal wear from improper installation or poor material

Oil Baffles/Interrupters

Erosion

  1. Normal erosion from interrupting fault and load currents
  2. Abnormal wear from improper installation or poor material

Operating/Lift Rods

Power factor Tank-Loss Index measurements of operating rods and /or internal insulation do not meet industry limits

  1. Excessive carbon and/or moisture on internal components
  2. Internal component deterioration due to other factors

SF6 Gas Puffers

Binding

  1. Abnormal wear
  2. Misalignment
  3. Breakage

SF6 Gas Nozzles

Erosion

  1. Normal erosion from interrupting fault and load currents
  2. Abnormal erosion from improper installation or poor material

Vacuum Bottles

Cracks/Chips

Elevated temperature (infrared scan)

  1. Manufacturing defect
  2. Physical damage
  3. Loose/Poor connection

Interrupter Tanks – Air (Air-Blast Circuit Breakers)

Table 4-30: Interrupter Tanks – Air (Air-Blast Circuit Breakers) Problems and Causes

Component

Problem

Cause

Solid Insulating Materials

Corrosion

Cracks/Chips

Deterioration

Tracking

  1. Deteriorated seals
  2. Physical damage
  3. Manufacturing defect
  4. Corona

Interrupter Tanks – Oil

Table 4-31: Interrupter Tanks - Oil Problems and Causes

Component

Problem

Cause

Breathers/Vents

Blocked/Clogged

  1. Insects
  2. Bird/Animals
  3. Dirt/Dust

Tank Liners

Wet

Deteriorated

  1. Excessive moisture in oil
  2. Blocked/Clogged vent
  3. Normal deterioration
  4. Poor material

Drain Valves

Leaks

Valve inoperable

  1. Failure of seals, O-rings and gaskets
  2. Physical damage
  3. Corrosion
  4. Binding

Internal Insulation

Power factor Tank-Loss Index measurements of operating rods and /or internal insulation do not meet industry limits

  1. Excessive carbon and/or moisture on internal components
  2. Internal component deterioration due to other factors

Interrupter Tanks - SF6 Gas

Table 4-32: Interrupter Tanks – SF6 Gas Problems and Causes

Component

Problem

Cause

Solid Insulating Materials

Dirt/Corrosion

Cracks/Chips

Deterioration

Tracking

  1. Deteriorated seals
  2. Inadequate heaters
  3. Physical damage
  4. Manufacturing defect
  5. Corona

Filling Valves

  1. Leaks
  2. Valve inoperable
  1. Failure of seals, O-rings and gaskets
  2. Physical damage
  3. Corrosion
  4. Binding

Tank heaters

Not producing heat

Broken or cracked mounting

Dirt/Corrosion

Cracked/deteriorated wire insulation

  1. Blown fuse
  2. Loose wire terminations
  3. Physical damage
  4. Wrong type of wire used
  5. Normal ageing
  6. Abnormal heating

Oil

Table 4-33: Oil Problems and Causes

Problem

Cause

Dielectric strength measurements do not meet manufacturer’s specifications

  1. High moisture in oil
  2. High carbon in oil
  3. Other contaminant in oil

Power factor measurements that are changing with time

  1. High moisture in oil
  2. High carbon in oil
  3. Other contaminant in oil

Moisture in oil measurements do not meet industry limits

  1. Excessive moisture in internal solid material components
  2. Blocked/Clogged vent

Operating Mechanisms - General

Table 4-34: Operating Mechanisms - General Problems and Causes

Problem

Cause

Opening times do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Closing times do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Trip free dwell times do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Reclosing times do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Opening velocities do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Closing velocities do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Total travel distances do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

Rebound distances do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding
  5. Low or no oil in opening dashpot
  6. Defective closing shock absorber

Overtravel distances do not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding
  5. Low or no oil in opening dashpot
  6. Defective closing shock absorber

Contact wipe does not meet manufacturer’s specifications

  1. Improper mechanism energy
  2. Improper mechanism lubrication
  3. Improper mechanism adjustment
  4. Mechanism binding

SF6 Gas

Table 3-35: SF6 Gas Problems and Causes

Problem

Cause

SF6 gas purity measurements do not meet manufacturer’s specifications

  1. Excessive air or other foreign gas in SF6 gas
  2. Excessive by-product gases in SF6 gas
  3. Excessive moisture in SF6 gas
  4. Leaks

SF6 gas moisture measurements do not meet manufacturer’s specifications

  1. Leaks
  2. Excessive moisture in make-up SF6 gas

SF6 gas by-product analysis measurements do not meet industry limits

  1. Internal flashover
  2. Excessive erosion of interrupter nozzle
  3. Excessive interruptions of fault and load currents

Support Frames and Structures

Table 4-36: Support Frames and Structures Problems and Causes

Component

Problem

Cause

Foundation

Deterioration

Does not support breaker frame

Sinking or shifting

  1. Normal degradation
  2. Abnormal degradation due to poor material or workmanship
  3. Physical damage
  4. Improper foundation preparation

Breaker Frame

Corrosion

Bent/Damaged

Does not support breaker securely

  1. Deteriorated paint
  2. Physical damage
  3. Poor design, material, workmanship

Investigations

Introduction

Investigating the root cause of circuit breaker failures is a very important part of a circuit breaker maintenance program. Not only does a proper investigation identify what, why and how something failed, it also can provide very useful information that can identify type issues or be used to modify the existing maintenance programs so that they can detect, prevent or minimize damage from these events occurring again in the future. While the maintenance programs of circuit breakers exactly like the one that failed are normally reviewed after a failure, other circuit breakers with similar components or characteristics of the failed one should also be reviewed.

IEEE Standard C37.10-2011 Guide for Investigation, Analysis, and Reporting of Power Circuit Breaker Failures is a good reference on this topic. It contains checklists, tables and forms as well as information that can be useful in the failure investigation process.

Organization

The first step of the investigation process is to identify the objective(s) of the investigation. Normally, one objective is to identify the root cause of the failure, which is the circumstances and sequence of events that led up to the failure. An investigative team is often assembled to identify the objective(s) of the investigation as well as develop the investigation plan. Investigative team members can include maintenance engineers, maintenance managers, equipment Subject Matter Experts (SMEs), maintenance mechanics and technicians, consultants and manufacturers. The manufacturer of the failed equipment should always be notified of the failure and included in the investigation when it is covered by a warranty.

Planning

The planning process usually begins with identifying which documents, information and equipment are needed for the investigation. Documents commonly needed for an investigation are listed in Table 4-37 below.

Table 4-37: Documents needed for an investigation

Item No.

Description

1

Manufacturer’s instruction manuals

2

Manufacturer’s drawings

3

Owner’s substation drawings (schematics, wiring, etc.)

4

One-line drawing of substation

5

Owner’s inspection, maintenance and test records

6

Owner’s maintenance procedures

7

Manufacturer’s or Owner’s failure investigation form

8

Work permit/switching order giving isolation or clearance to perform investigation on failed breaker

Information commonly needed for an investigation is listed in Table 38 below.

Table 4-38: Information needed for an investigation

Item No.

Description

1

Substation name

2

Owner’s equipment identification number

3

Nameplate data

4

Date and time of failure

5

Weather conditions at time of failure

6

Electric system conditions at time of failure

7

Initial observations of failure

8

Circuit breaker position (open or closed) before, during and after failure

9

Readings on operation counters, pressure gauges, etc. at or immediately after time of failure

10

Alarms received at time of failure

11

Relay targets

12

Digital fault records

13

Sequence of events records

14

Fault history of circuit breaker

15

List of tests needed for investigation

16

Results of investigative tests

17

List of samples needed for investigation

18

Results of sample analyses

Chapter 5 of IEEE C37.10-2011 contains several tables listing suggested diagnostic tests for various types of circuit breakers. Each table contains the characteristic to be tested, whether the test is performed in service or out of service, the parameter measured and what the test assesses.   Equipment commonly needed for an investigation is listed in Table 4-36 below.

Table 4-39: Equipment needed for an investigation

Item No.

Description

1

Personal Protective Equipment (PPE)

2

Personal safety grounds

3

Test equipment

4

Sample jars, bags, containers, labels

5

Camera

6

Flashlights, portable lighting

7

Tools

8

Rulers, scales, tape measures

9

Man lift, scaffolding, ladders

10

Crane, boom truck

11

Clean up materials

12

Disposal bags, containers, labels

An investigation plan is developed next. This plan lists the sequence and time frame of each step of the investigative process. These steps include such items as the investigative tests required, the material samples required, the partial or complete disassembly of components required and the data required to complete the investigation. The steps and their sequence can vary from investigation to investigation due to the various types and conditions of failures. Therefore, the investigation team should develop an investigation plan that is appropriate for each failure.

Collection and Preservation of Data and Samples

Any data that is subject to change with time must be collected and preserved as quickly as possible after the failure. Additionally, any material sample that is subject to deterioration or change with time must also be collected and preserved as quickly as possible after the failure. This collection and preservation may need to be performed by the first responders to the failure. In these cases, it is beneficial to have training and procedures in place detailing what actions are needed to collect and preserve volatile data and samples after a failure.

The collection of non-volatile data and samples should be performed in the order listed in the investigation plan. This also applies to all investigative tests. The non-volatile data, the non-volatile samples and the results of the investigative tests are also important to the investigation and need to be preserved as well.

Data and Sample Analysis

It is best that the analysis of data be performed by individuals familiar and competent with the information. This may require several people to be involved in analyzing all of the data associated with the investigation. For example, a relay engineer may be required to analyze the relay targets and digital fault records of the failure while a system operation engineer may be required to analyze the electric system conditions at the time of the failure. These individuals may be part of the investigation team or simply provide their analyses to the team.

The same is true of the analysis of the material samples. Laboratories and analysts familiar and competent with the material should be used for the sample analysis. These individuals are not normally part of the investigation team. Therefore, it is important that the investigation team communicate with the laboratory to specify what information is required from each material sample and which laboratory tests can best make that determination. The results of these tests along with a written analysis should be provided to the investigation team by the analysts at the laboratory.

Report Preparation

The preparation of the investigation report is the final step in the investigation process. This report may be prepared by the investigation team or by other persons who present the report to the team for review and approval. Some key items that should be included in the investigation report are listed below.

  1. Members of the investigative team
  2. Investigation objective(s)
  3. Investigation plan
  4. Documents used
  5. Data used
  6. Data analysis results
  7. Material samples collected
  8. Laboratory analysis results
  9. Field tests performed
  10. Field test results and analysis
  11. Conclusions
  12. Recommendations

The conclusions section should contain the root cause of the failure and how it was determined. This includes the circumstances and sequence of events that led to the failure. It is helpful to list alternative possible causes of failure and to explain why they were eliminated in this case. This often helps to strengthen the selection of the final root cause of failure.

The recommendations section should include the actions to be taken with the failed circuit breaker. Is it to be repaired or is it to be replaced? If the failure was related to the manufacturing of the circuit breaker, a recommendation should be made that the manufacturer be notified of the failure. The expectation is that they would develop a corrective action plan for future products from their factory as well as a corrective action plan for their products that are still in service. This may result in a service advisory from the manufacturer.

Failure Investigation Examples

This section presents examples of failure investigations performed by utilities. Each example includes:

  • Initial Indication of the Failure

  • Investigative Steps

  • Cause of Failure

  • Failure Resolution

  • A Photograph of the Failure

Example 1 – Operating Linkage Failure

Initial Indication of Failure

The initial indication of failure was a flashover of a circuit breaker disconnect switch while opening it to isolate a circuit breaker.

Investigative Steps

A review of the events leading up to the flashover as well as an interview with the observers of the failure was performed. The vacuum circuit breaker was in the process of being taken out of service. A trip operation was performed to open the circuit breaker. Its position indicator was checked and it showed that the circuit breaker was in the “Open” position. A flashover occurred while the first disconnect switch was being opened to isolate the circuit breaker.

The next step was to perform a continuity check of the circuit breaker to see if the contacts on each phase were actually open. The test indicated that two phases were indeed open but the center phase measured closed. The disconnect switch was inspected and the flash marks were also on the center phase.

Next, the operating linkage of the circuit breaker was inspected. A threaded rod was found broken off of the bottom of the insulated operating rod for the center phase (see Figure 7-1). This center operating rod was also found in the closed position. The operating rods on the remaining two phases and the operating mechanism itself were all found in the open position and undamaged.

The access panel to the high voltage compartment was removed. An inspection of the components in the high voltage compartment was performed. No visible damage was observed. An attempt was made to operate the center phase vacuum bottle to the open position from inside the high voltage compartment. It would not open. This indicated that the vacuum bottle contacts were welded closed.

Cause of Failure

The cause of the operating rod failure was welded vacuum bottle contacts. The cause of the welded vacuum bottle contacts was not determined.

Failure Resolution

The failure resolution was to replace the defective vacuum bottle and the broken operating rod.

Figure 4-4: Broken center phase operating rod

Example 2 – Vacuum Bottle Deterioration

Initial indication of failure

The initial indication of failure was a “popping” sound heard coming from the high voltage compartment of a 34.5 kV circuit breaker.

Investigative steps

The circuit breaker was removed from service. The access cover was removed from the high voltage compartment and an inspection of the components inside was performed. Evidence of tracking across the outside of one vacuum bottle was observed.

The next step was to determine why the tracking had occurred. The events leading up to the discovery of the “popping” sound were reviewed. It was found that this circuit breaker was a bus tie breaker and it was normally operated in the open position. It was also found that nothing unusual had happened in the time leading up to the discovery of the “popping” sound.

Next, the design of the circuit breaker was reviewed. It was found that this circuit breaker consisted of two vacuum bottles connected in series per phase. The operating mechanism was connected to insulated operating rods for each phase. These insulated operating rods were each connected to the center linkage between the two vacuum bottles. This particular design resulted in the center linkage between the two vacuum bottles on each phase “floating” when the circuit breaker was energized and in the open position. While in the open position, leakage current across the outside surface of the vacuum bottle was attempting to charge the floating end of the insulated operating rod. As the outside surface of the vacuum bottle deteriorated, the leakage current increased resulting in observable tracking on the outside surface and audible “popping” sounds.

Cause of Failure

The cause of failure was vacuum bottle insulation deterioration due to leakage currents attempting to charge the “floating” center operating linkage.

Failure Resolution

The short term failure resolution was to replace the damaged vacuum bottle. The long term failure resolution was to replace the entire circuit breaker with one designed to better withstand operating voltages in the normally open position.

Figure 4-5: Tracking across vacuum bottle

Example 3 – Internal Flashover from Lightning Strike

Initial Indication of Failure

The initial indication of failure was the unexpected tripping of the circuit breaker followed by the inability to close the circuit breaker.

Investigative Steps

The initial review of the protective relay targets indicated an internal failure of the circuit breaker. Testing of the SF6 gas in the circuit breaker confirmed the internal failure.

Next the application of the circuit breaker was determined. It was found to be a circuit breaker in a transmission line position.

A review of oscillographic data from the protective relays identified which phase had failed. It also indicated that after the circuit breaker had successfully opened from the initial lightning strike, a second lightning strike hit the circuit breaker while it was in the open position causing the internal flashover.

A review of the lightning protection on the incoming transmission line connected to the circuit breaker showed the use of air (or spark) gaps. Air gaps are very ineffective in protecting SF6 gas circuit breakers from lightning overvoltages. The best protection from lightning overvoltage is modern metal oxide surge arresters.

Cause of Failure

The cause of failure was dielectric breakdown of the SF6 gas due to a lightning strike.

Failure Resolution

The failure resolution was to replace the entire circuit breaker with another SF6 gas circuit breaker and to add metal oxide surge arresters to the incoming transmission line.

Figure 4-6: Flashover marks on interrupter assembly after lightning strike

1.5 - Chapter 5 - Circuit Breaker Lubrication

Introduction

This chapter is directed to utility engineering staff involved in maintenance of high voltage circuit breakers. The objective is to provide information and guidance to support effective lubrication practices that maintain service reliability and extend breaker life. The work complements other EPRI efforts associated with circuit breaker knowledge capture, training, field guide development, and maintenance.

High voltage circuit breakers require very fast operation of complex mechanical assemblies for successful operation. Consequently, various critical components of these mechanisms, such as bearings, must be properly lubricated to assure correct motion. Aged or improperly specified or applied greases can slow mechanism operation beyond acceptable limits. Therefore, the choice of lubricants can affect the reliable operation of a breaker. However, lubricant formulations have improved in the last decade and many of the greases originally specified by breaker manufacturers may no longer be the best choice, may have been reformulated or may not be available. There is little guidance for utilities to help understand the issues involved in selecting the proper lubricant for maintaining breakers for specific applications.

Since 2006, EPRI has undertaken a significant effort to better understand the challenges associated with circuit breaker lubrication. To that end, laboratory investigations and field application have produced results which provide the rationale and methodology to assist with circuit breaker lubrication selection and compatibility.

This chapter documents the rationale, methodology, underlying approach and test results of EPRI’s research and presents a preliminary guide to assist utility personnel in the proper selection and application of circuit breaker lubricants. The work provides a foundation for a comprehensive engineering application guide to help utilities improve their circuit breaker lubrication practices.

Lubrication Selection Software Tool

This chapter includes a description of a software tool, Circuit Breaker Lubrication Selection Tool Version 1.0 (3002005910), which was created to help utilities apply the findings of the research to the selection of the best lubricant for a given application.

Field Guide to Circuit Breaker Lubrication

This chapter also includes material from the EPRI publication, Field Guide: Lubrication of High Voltage Circuit Breakers: 2016 Update. EPRI, Palo Alto, CA: 2016. 3002007764.

The field guide is a practical, pocket-size reference on lubrication basics, equipment disassembly, and cleaning. It presents detailed instructions for applying lubricant to individual breaker components. Photographs illustrate good cleaning and lubrication practices. In addition, safety rules, established work practices (including an itemization of the tools and supplies required to disassemble and clean an HVCB), and environmental compliance practices are discussed.

Background

Critical Importance of Proper Lubrication

Circuit breaker lubrication often does not receive the attention warranted by its critical role. High-voltage circuit breakers perform essential protection and control functions on power transmission networks. Incorrectly applied or prematurely aged lubricants can slow breaker mechanism movement and result in misoperation and repeated maintenance. Manufacturers usually specify one lubricant for a breaker type regardless of operating environment. Utility crews are not always aware of grease compatibility issues or proper application techniques. Commercial greases are formulated for industrial applications where operation is usually continuous and maintenance intervals more frequent than typical utility practice.

Quantifying the acceptable limits or long-term performance of lubricants for proper breaker operation is difficult. Standard laboratory tests do not provide an appropriate functional characterization. To address this gap, EPRI researchers have developed test methodologies and equipment for quantifying the operational effects of aged lubricants.

Technical and Business Issues

There is a large population of legacy circuit breakers in operation throughout the industry. These breaker types—oil and two-pressure SF6 gas circuit breakers and air blast circuit breakers—were installed during the major build-out of the power system that occurred from the late 1960s to the 1980s. Because of their large numbers, extensive replacement would be costly and most are expected to remain in operation for many more years. Even many of the second generation single pressure SF6 gas breakers utilize designs that are 25 years old. There has been little updating of designs or materials. Consequently, the specifications for the pumps and compressors and the lubricants used in these breakers do not reflect today’s engineering knowledge.

The circuit breaker market is small relative to other lubricant user markets. Therefore, these lubrication products were not designed for this specialized application. Few lubricant suppliers are familiar with the service duty and maintenance intervals common in utility circuit breaker applications. Consequently, the expected service life of many lubricants used on circuit breakers will not accommodate the maintenance intervals desired by many utility managers.

Most high voltage circuit breaker mechanisms and hydraulic and pneumatic systems require major disassembly to maintain properly. Consequently, labor costs can be high. In addition, with the retirement of many experienced workers, utilities may not always have the desired level of expertise and skill sets available.

Based on the above, it is clear that lubricant selection, application and aging are areas where improved knowledge could mitigate circuit breaker component performance issues and thereby reduce the need or change the schedule for maintenance and/or refurbishment. Confidence would be gained to extend maintenance intervals without affecting circuit breaker reliability or availability.

Overview of the Research Process

EPRI developed a comprehensive, multi-pronged research effort to define circuit breaker lubrication problems, increase understanding of application requirements, and develop new selection and training materials. The research process involves four key phases:

  1. Develop a lubricant knowledge base

  2. Determine factors relevant to circuit breakers

  3. Identify and answer relevant utility operating questions

  4. Provide decision support

The work began in 2006 with a literature search, utility visits, the collection of service aged greases and bearings, and laboratory tests. This was followed by longer-term laboratory tests and mechanism simulator tests, continuing to complete mechanism tests in a controlled environment. Figure 5-1 provides a snapshot of the circuit breaker lubrication investigation plan. Interim results have been published in a number of technical update reports as well as illustrated pocket field guides that provide field personnel with a quick reference for the proper application of the various circuit breaker lubricants. See the References listed below.

Figure 5-1: EPRI Circuit Breaker Lubrication Investigation Plan

Chapter Structure

This chapter presents a discussion of circuit breaker lubrication, associated challenges, and knowledge gaps that are being addressed by EPRI research.

The chapter is organized in the following sections.

Introduction and Background summarizes the critical importance of circuit breaker lubrication, outlines the technical and business issues driving the need for breaker lubrication R&D, and provides an overview of EPRI’s research approach.

Circuit Breaker Degradation and Lubrication presents a discussion of circuit breaker aging and degradation, lubricant application, types of lubricants, and issues and knowledge gaps that are being addressed through EPRI research.

Description of Research summarizes research performed to date, key findings and remaining knowledge gaps being addressed in ongoing research.

Research Results reports on the results and significance of EPRI research performed since 2009, including data generated from laboratory, bearing simulator, and mechanism tests; independent laboratory tests; and observations of equipment in the field.

Results into Useful Information describes how the project team is translating research findings into practical knowledge and tools to help utilities improve lubrication practices and extend breaker life.

Selection Tool for Circuit Breaker Lubrication describes a new software tool in development that will assist utility personnel in selecting the appropriate lubricant for a given set of environmental conditions and breaker component surfaces.

Guidelines and Techniques for Field Lubrication of Circuit Breakers describes and provides examples from the EPRI Field Guide: Lubrication of High-Voltage Circuit Breakers, which was developed to provide field personnel with a practical, pocket-sized reference on lubrication basics, equipment disassembly and cleaning.

Conclusions and Recommendation summarizes key findings and R&D progress to date; describes ongoing testing, and describes additional R&D going forward.

REFERENCES

Field Guide: Lubrication of High-Voltage Circuit Breakers, 2014 Update. EPRI, Palo Alto, CA. 2013. 3002000779.

Field Guide: Compressors for High-Voltage Circuit Breakers. EPRI, Palo Alto, CA. 2014.3002000780.

Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA. 2014.3002000776.

Effect of Component Degradation on Circuit Breaker Operation: Initial Studies and Results. EPRI, Palo Alto, CA. 2012.1024203.

Circuit Breaker Lubrication—Assessment of Field-Aged Bearings. EPRI, Palo Alto, CA. 2012.1024201.

Circuit Breaker Degradation and Lubrication

This subsection presents a brief discussion of circuit breaker components and an overview of lubricant degradation; lubricant application, types of lubricants, and issues and knowledge gaps that are being addressed through EPRI research. Details of the research are presented in later chapters.

Lubrication Applications for Circuit Breakers

The following material is partly adapted from Life Extension Guidelines for High Voltage Circuit Breakers. EPRI, Palo Alto, CA: 1021897. 2011.

A power circuit breaker is a device for making, maintaining, and interrupting an electrical circuit between separable contacts under both load and fault current conditions. Operating mechanisms provide the power to enable the interrupter to perform the mechanical closing and opening, and therefore, the electrical making and breaking functions of circuit breakers. On some designs, energy from the closing operation is stored in the mechanism for the next opening operation, such as charging opening springs during the closing operation. Other designs make use of stored energy from a single source for opening as well as closing.

All of the bearing surfaces in the operating mechanism require lubrication. This can be accomplished in the design stage of the circuit breaker by material selection for areas of relative motion of components, e.g. PTFE, or, more commonly, by using greases and oils.

Operation of the Mechanism

As shown in the typical mechanism in Figure 5-2, the piston rod pulls the linkage down to close the breaker. This also charges the springs that serve as the energy source to open the breaker. A pawl on the piston rod engages a latch plate in the tripping mechanism and holds the breaker closed.

Figure 5-2: Mechanism Operating Linkage in Simplified Form; Breaker Closed, Trip Mechanism Latched

When the trip coil is energized, or when the breaker is tripped manually, the tripping mechanism releases the latch plate and the piston rod is pulled up by the force of the breaker opening springs.

Most mechanisms are characterized as being trip-free and, usually, the control circuitry is what is termed “antipumping.”

The trip-free characteristic requires the circuit breaker to open at any instant that a trip command is issued to the unit, even if the circuit breaker is in the process of closing. To achieve this action the mechanism, interrupters and drive system must be able to withstand the forces of the sudden change of direction. In some cases a circuit breaker must reach the contact make position before it can successfully open. In other cases, the mechanism can trip free (open) at any point during a closing operation. This mechanical travel characteristic is normally checked with a timing instrument as part of a maintenance activity.

The anti-pumping characteristic signifies that the circuit–breaker will not repeatedly open and close if the electrical open and close commands are applied to the circuit-breaker simultaneously and maintained. In essence, one push of the close button provides one operation until the button is released and pushed again. This prevention is usually achieved within the control circuitry. This characteristic can also be checked as a maintenance testing activity.

There are four types of mechanisms used in transmission class circuit breakers:

  1. Solenoid mechanisms

  2. Spring mechanisms

  3. Pneumatic mechanisms

  4. Hydraulic mechanisms

Solenoid Mechanisms

In the solenoid type mechanism, a solenoid supplies the energy to close the circuit breaker. A spring, which is charged during the closing operation, is used to open the unit. The closing solenoid potential is supplied from either the station DC supply whether battery or station ac rectified voltage. The closing and opening times of circuit breakers with this type of mechanism are quite slow, with closing times as long as 40 cycles.

This type of mechanism is the oldest (and simplest) of the four described in this subsection, but due to its relatively slow closing times it has been largely replaced with one of the other types. It is a typical mechanism type for the earlier designs of bulk oil circuit breakers, especially at the lower system voltages.

Spring Mechanisms

In the spring type of mechanism, the energy to close the circuit-breaker is stored in a large spring, which is usually compressed, but on some designs may be extended, by a motor immediately following each close operation. A smaller spring, which is charged during the closing operation, is used to open (trip) the breaker. This type of mechanism provides faster operating times than solenoid mechanisms, but has duty cycle limitations (one open-close-open cycle) due to the lack of energy storage. The motor that provides the force to charge the closing spring is usually a low-power, single-phase, ac motor, although dc motors are available. This type of mechanism is typical of the earlier designs of bulk oil circuit breakers and a few designs of SF6 single-pressure (puffer) from the 1980s. With the recent developments in SF6 interrupter technology, spring mechanisms are now more widely used. Where reclosing capabilities are required, pneumatic or hydraulic mechanism are used. The energy demand is lowered by these interrupter improvements. In addition, spring technology and materials have improved.

Pneumatic Mechanisms

A pneumatic mechanism uses compressed air for the energy source to close and, dependent on the design, open the circuit-breaker. The mechanism is supplied with air from an air receiver tank. This tank is the energy storage reservoir and is charged by the compressed air usually supplied from a local air-compressor. The reservoir normally contains enough stored air to complete several successful close-open cycle operations. To close the circuit breaker, pressurized air is directed under the mechanism’s main piston by means of a solenoid operated closing control valve. Dependent on the design, the circuit breaker may be opened pneumatically or by a spring that is charged during the closing operation. Typical air system operating pressures range from those for mechanisms for bulk oil and two-pressure SF6 circuit breakers that are at 1.03 MPa to 2.76 MPa (150 psig to 400 psig), up to 3 MPa to 25.5 MPa (450 psig to 3700 psig) for the range of air-blast circuit breakers. Where used for the early designs of single-pressure SF6 the operating pressure is typically from 2.0 MPa to 3.0 MPa (300 psig to 450 psig). See Figure 5-3 for a simplified flow diagram.

Figure 5-3: Diagram of a Pneumatic System

Most compressors used in high voltage circuit breakers are air-cooled light duty reciprocating designs such as found at gas stations and light industrial applications. They do not incorporate any method to create even cylinder and head cooling such as a water jacket or a method to reduce side pressure on the pistons-cylinders-rings such as a cross-head. The air-cooled units used to provide high pressure air for air-blast circuit breakers do have a pseudo-cross head to reduce side thrusts on the pistons, but this is only marginally effective.

Hydraulic Mechanisms

Hydraulic mechanisms act in a manner similar to pneumatic designs. The circuit breaker is closed by the hydraulic system. On bulk oil and double-pressure SF6 circuit breaker types the interrupters are usually opened by a spring. Where used on single-pressure SF6, both closing and opening is by the hydraulic system. In all types, the hydraulic system utilizes energy storage within an accumulator. The pressure on the hydraulic oil is maintained by compressing nitrogen to 20.7 MPa to 34.5 MPa (3000 psig to 5000 psig) or by compressing a spring mounted behind a piston. On some designs the nitrogen is contained within a bag held within the accumulator (as illustrated in Figure), in others the accumulator is divided by a free-piston that separates the oil from the nitrogen. This piston is free to move with the changing pressure conditions within the accumulator. These mechanisms are capable of providing the circuit breaker with very short interrupting times. As with pneumatic mechanisms, sufficient energy can be stored to allow multiple open-close cycles without the pump running. See Figure 5-4 for a sample flow diagram.

Figure 5-4: Diagram of a Hydraulic System

Lubricant Applications on Circuit Breakers

As described in the preceding section, breaker mechanisms contain many components that require lubrication. Solvents, oils, greases and pastes are used through-out the mechanical and electrical portions of circuit breakers. Common application areas are shown in Figure 5-5. They include mechanism mechanical parts such as bearings and bushings, static and moving electrical contacts, threaded fasteners and gaskets as well as hydraulic oil and compressor oil.

Figure 5-5: Lubricants and Solvent Applications on Circuit Breakers

Lubricants

Function of Lubricants

Proper lubrication of circuit breaker components reduces friction and wear between moving surfaces, typically metal on metal; reduces or prevents corrosion and rust; repels dirt and other contaminants; and prevents heat buildup.

Good lubrication practice means selecting the right lubricant, cleaning and preparing the surface prior to adding lubricant, and applying the proper amount of lubricant in the right way.

Using incompatible or unapproved lubricants can lead to unacceptable performance or premature failure. For example, penetrating aerosols are mostly solvents and are not satisfactory as lubricants for the extended life expected for most circuit breaker applications. Solvents will wash out grease and other lubricants, but usually will not completely clean parts unless disassembled. They should be used on circuit breakers only in emergencies as a short-term measure and only if the unit will be lubricated within a few days.

The solvents in these products evaporate, leaving remaining lubricant in a condition that often slows or locks bearing function.

Types of Lubricants

Several types of lubricants are used in circuit breakers. These include petroleum and synthetic oils, greases, and solid lubricants. The proper selection of lubricant is based on the frequency of lubrication, the environment and the type of part. Each type of lubricant is described on the following pages.

Petroleum lubricants, often called mineral oils, are refined from crude oils.

  • They are widely used because of their low cost and availability.

  • They usually contain less than 10% additives to handle many load and speed conditions. Many additives are depleted over time.

  • Petroleum oils are compatible with many grease thickeners.

For lubrication of HVCBs, the disadvantage of petroleum lubricants is that they tend to change with time and environmental exposure—they might harden and / or leave a varnish-like residue on surfaces. They are stiff at low temperatures. These factors lead to slower operating performance of the circuit breaker.

Synthetic lubricants generally provide superior mechanical and chemical properties to those of traditional mineral oils:

  • More inert than petroleum lubricants

  • Better viscosity performance at low and high temperatures. This enables wider temperature ranges, speeds, and loads

  • Better resistance to oxidation, thermal breakdown, and oil sludge problems

  • Can be liquid (oil), semi-solid (grease or paste), or solid

Main synthetic lubricant types are diester, polyol ester (POE), polyalphaolefin (PAO), polyalkyleneglycol (PAG), silicone, fluorosilicone and perfluoropolyether (PFPE).

Oil refers to many types of fluid lubricants, each with particular physical properties and characteristics.

Petroleum oils (mineral oils) are made from paraffinic or naphthenic oils. Paraffinic oils are very waxy, making them useful for hydraulic equipment and other machinery. Naphthenic oils contain little wax. Their low pour point makes them good lubricants for some applications.

Synthetic oils are generally made from compounds other than petroleum oils. They are good lubricants with wide temperature ranges. Many have lower oxidation characteristics and lower evaporative loss than petroleum oils.

Oil compatibility is important with respect to other oils and gasket and seal materials.

The circuit breaker applications for oil are generally lower loads and shorter intervals between maintenance. The oil may be combined with a low surface tension additive in order to penetrate difficult to reach bearing surfaces.

Grease is a semi-solid product consisting of a base lubricating oil in a thickening agent—typically, soap or an insoluble powder (see “Grease Thickeners”). The thickener releases the oil gradually (called bleed) for long-term lubrication. Other additives reduce wear, oxidation and corrosion.

Petroleum grease is made with petroleum base oil, also called mineral oil.

Synthetic grease is made with synthetic base oil.

Over time, bleed of oil from the thickener can cause problems if the oil evaporates and leaves behind a sticky, soap-like thickener with no lubricating properties.

Grease thickener compatibility is important with respect to other grease thickeners and with gasket and seal materials; see “Grease Compatibility.”

The circuit breaker applications for grease are generally heavier loads and/or longer intervals between maintenance. This includes rolling element bearings, bushings, linkages, sliding parts, chains, gears, gaskets, seals, and other moving parts.

A typical formulation of grease consists of (1) 80% to 90% oil, which provides lubrication and is a temperature limiting element; (2) 10% to 20% thickener, which provides consistency and keeps the oil where needed. It is also a temperature sensitive element. And (3) 3% to 5% additives: anti-wear, anti-corrosion, anti-oxidation and viscosity modifiers.

Thickeners used in circuit breaker greases can be soap or non-soap. Soap thickener can be combined with salts to raise the grease dropping point (the temperature at which the grease liquefies). Such greases are called complex greases.

Some lubricating greases are manufactured with non-soap thickeners, such as organoclays, polyurea compounds and polytetrafluoroethylene (PTFE).

Common thickeners include lithium salt of hydrogenated castor oil fatty acid, calcium stearate (hydrous), calcium stearate (anhydrous), lithium complex, aluminum complex, calcium complex, organoclay, polyurea, silica and PTFE.

Paste lubricants consist of lubricating solids mixed in oil for convenient application. Common lubricating solids include molybdenum disulfide (MoS2), tungsten disulfide (WS2), and polytetrafluoroethylene (PTFE).

Pastes lubricate highly loaded, slower-moving parts, such as cams and sliding components, such as control valve components.

Dry film lubricants contain lubricating solids and a curing resin in a carrier solvent. They are similar to paint but have solid lubricants in place of pigments.

They can be applied by spraying, brushing, or dipping the component. Once the solvent evaporates, these products become a film that is dry to the touch, clean, and easy to handle.

The applications for dry film lubricants include high-speed, heavy-load operations, such as operating mechanism linkages. Thorough cleaning of parts is necessary for dry film lubricants to be effective. This may require disassembly and cleaning in a parts washer.

Baked-on dry film lubricants are used for long-term situations in which wet lubricants might collect dirt or other contaminants.

Grease Selection Options

The tree structure in Figure 5-6 shows common selection options. Examples of petroleum and synthetic greases, thickeners and additives are listed. The factors that should be considered in selecting the most appropriate grease for a specific circuit breaker application are addressed in Grease Selection Process and Table 5-11.

Figure 5-6: Grease Selection Options

Performance Failure of Lubricants

Greases and oils fail to perform lubricating functions for many reasons, any of which can result in wear of components, slow movement or no movement of the circuit breaker mechanism. Common causes are (1) changes in properties of the lubricants themselves, such as oxidation, volatility and bleed; and (2) external factors such as low temperature; dirt, fly ash or other particles; corrosion from moisture or chemical environment; and salt air.

Figure 5-7 shows common thickeners that remain after oil has evaporated or bled from grease. This gummy or hardened by-product of grease builds up inside bearings and bushings. It may cause slow or no movement of mechanisms.

Excessive degradation of lubricants, especially greases, can adversely affect breaker performance through increased maintenance costs, reduced availability, and slow or even complete failure to operate when required. However, the functional rate of aging and the end-of-life are not well defined for lubricants in breakers nor has there been much effort to quantify how degraded lubricants impact reliable breaker operation. The following sections summarize EPRI research and development efforts to address these knowledge gaps.

Figure 5-7: Hardened Thickeners from Grease Dry-Out

Description of Research

Overview of Research

The research effort consisted of the following phases.

  • Developing a knowledge base through literature search, utility management interviews and discussions with lubricant suppliers to create fundamental understanding of circuit breaker life management issues and bring focus to the research.

  • Field interviews and investigations, including study of a number of circuit breaker maintenance histories to understand operating and environmental conditions, maintenance practices and maintenance results in various parts of the United States.

  • Laboratory testing of lubricants to determine performance characteristics of aged and new oils and greases commonly used in circuit breakers. Laboratory testing of lubricant/penetrants and cleaners to understand life and effectiveness.

  • Tests in bearing simulators and circuit breaker mechanisms to assess lubrication performance and degradation under controlled conditions.

  • Development of lubrication selection and application factors based on results of the phases outlined above.

Developing the Knowledge Base

The initial phases of this work consisted of a literature search, interviews with utility managers and discussions with lubricant manufacturers. This brought understanding of specific problems, impact on the grid, effect of workforce demographic changes and part of the rationale for lubricant selection.

The project team first performed a literature search to help create the fundamental understanding and focus of the research. The literature search helped investigators understand the current state of science regarding breaker lubrication and identify knowledge gaps to be addressed with focused research. Among the key findings of the literature search:

  • Slow or no-trips have become an industry-recognized occurrence with older circuit breakers.

  • The slow and no-trip issues are the result of mechanism malfunctions, not interrupter problems.

  • Excessive degradation of lubricants can adversely affect breaker performance through increased maintenance costs, reduced availability, and slow or even complete failure to operate when required.

  • Guidance for lubricants in manufacturers’ instruction books is often outdated. Many of those lubricants are no longer made or were not satisfactory for the long life more recently expected of lubricants because of changing maintenance practices.

  • Lubricant manufacturers’ product claims are often misleading or incomplete. Statements such as “long-life” may mean six months for some applications in other industries.

  • Rate of aging and end-of-life are not defined for lubricants.

  • Manufacturers usually specify one lubricant for a breaker type regardless of operating environment.

  • There has been no consistent effort to quantify how degraded lubricants impact reliable breaker operation.

Utility Interviews

The literature search was followed by a series of interviews with utility maintenance managers. The utility interviews sought to identify and characterize prevailing utility practices for breaker lubrication, the sources of information for those practices, assess the level of knowledge of lubricants and proper lubrication practices, the challenges associated with breaker lubrication, and utility needs regarding improved information and guidance for selecting and applying lubricants to support proper breaker function.

The interviews yielded the following findings, helping to shape subsequent research:

  • Circuit breaker maintenance is a major part of substation maintenance budgets. The same problems continue to surface, which is costly.

  • Slow or no-trips cause customer outages and often result in over-time and other operating costs and adversely impact reliability metrics.

  • Utility maintenance crews often do not “own” specific equipment so do not get good feedback from maintenance practices.

  • Crews have little guidance about grease selection, compatibility issues and proper application techniques.

  • When guidance about grease selection is provided, utility crews may not follow it. Local practices or “what is on the truck” may prevail.

  • Spray lubricants/penetrants are used in lieu of grease to avoid mechanism disassembly. Some maintenance personnel erroneously expect them to have similar life to grease.

  • Many problems occur during cold weather. Grease performance changes with temperature and such changes must be part of the selection criteria. This information is not available.

  • First-trip measurement instruments are available and in use by some utilities as part of standard diagnostic programs. These devices indicate slow trip, but provide no guidance about the cause or, if slightly slow, the expected time interval to too long a trip.

  • Lubricants are not specified by utility engineers as part of the purchase procedure. This results in no standardization of lubrication practices.

Discussions with Lubricant Manufacturers

Discussions with lubricant manufacturers yielded the following information:

• Commercial lubricants are generally formulated for industrial applications where operation is more or less continuous and maintenance intervals much shorter than circuit breaker applications.

• The market for lubricants in the utility transmission industry is very small. Most lubricant manufacturers are very large companies. They supply gasoline and other bulk products in very large volumes. Lubricants are a small part of their business. They are unwilling to provide the long life lubricants satisfactory for the utility market.

• Specialty lubricant manufacturers do make products that can be used successfully on circuit breaker applications. Selection and application training is difficult for these suppliers to economically provide.

• Reliable and consistent feedback from the field about what is working and what is not is rarely provided.

Field Interviews and Investigation: The Circuit Breaker Journey

To further build the knowledge base, field visits were made to utility sites in order to understand maintenance practices and maintenance results in various parts of the United States. As the number of visits grew, this came to be known as the Circuit Breaker Journey.

Tasks included:

• Observing maintenance operations performed on circuit breaker mechanisms

• Reviewing maintenance records of troublesome breakers

• Training utility crews on overhaul practices

• Conducting lubrication selection and application workshops

• Creating a demonstration training video

• Gathering and inspecting/testing field aged samples of bearings and greases

• Analyzing data from temperature data loggers placed in breaker mechanism cabinets

Midwest

A number of medium voltage outdoor vacuum circuit breakers were experiencing slow trips. Some of these were manufactured as recently as 2004 and had only 50 operations. The slow trips caused backup relays and breakers to trip, extending the area of customer interruption.

Each breaker had its own pattern of failure. One, manufactured in 2004, had the following pattern of slow trips:

  • March 2008

  • September 2008

  • June 2009

  • December 2009

After each slow trip the mechanism was lubricated with a spray lubricant and timed. When finally disassembled, the bearing was locked-up; it was immovable.

Figure 5-8 shows the interior of a representative breaker cabinet. Note the smudge extending upward from the heater, which is behind the perforated metal in the middle of the photo, to the two bearings above it. Another heater is placed above and to the right of the bearings.

Figure 5-8: Medium Voltage Outdoor Breaker Experiencing Multiple Slow Trips

A sample 1-1/4 inch diameter bearing with hardened grease, a cause of slow trips, is shown in Figure 5-9.

Figure 5-9: Hardened Grease in Bearing Race

Microscope examination and independent laboratory tests of bearings from these medium voltage slow trip breakers confirmed that no significant wear of the bearings had occurred: Herguth Laboratories, Inc. report dated December 1, 2010 is in Appendix A of Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA. 2013.3002000776.FTIR examination of the greases from multiple bearings indicates all that were installed in breakers had oxidation. There were also indications of ester oil and fluorosilicone oil, which may indicate penetrating solvents were used to free the breakers in order to put the breaker back into service. Most of the greases had anti-wear additive, i.e. ZDDP, and anti-oxidants.

Table 5-1 shows a list of grease samples chemically tested. Grease from a new bearing supplied by the manufacturer and grease recommended by the manufacturer were also tested and included in Table 5-1 results as samples #237 and #333.

Table 5-1: Test Results of Greases from Medium Voltage Breakers with Slow Trips

Sample #232

Dark brown

Oxidized

Sample #233

Rollers out – no grease sample

Sample #234

Dark brown; lithium- mix? ZDDP, anti-oxidant

X

Sample #235

Dark brown; lithium- mix?, ZDDP, anti-oxidant

X

Sample #236

Dark brown; lithium- mix?, ZDDP, anti-oxidant

X

#237 New Bearing

Lithium, ZDDP, anti-oxidant

#333 Kluber Grease

Lithium, ZDDP, anti-oxidant

Sample #334

Dark green, lithium, ZDDP, anti-oxidant

X

Sample #335

Dark green, fluorosilicone oil- mix?, ZDDP, anti-oxidant

X

Sample #338

Black, lithium/fluorosilicone oil- mix?, ZDDP, anti-oxidant

X

Sample #339

Black, lithium/ester oil- mix?, ZDDP, anti-oxidant

X

Sample #340

Green, lithium- mix?, anti-oxidant

Sample #341

Green, silicone/PTFE- mix?, ZDDP

X

Sample #342

Black, lithium- mix?, ZDDP

X

Sample #343

Black, lithium- mix?, ZDDP

X

The summary of tests and observations of these medium voltage breakers includes:

  • There appear to be various greases in the bearings. This is based on color and chemical analysis.

  • Some of the greases analyzed could be mixtures of several greases or grease and a spray solvent. This is based on chemical analysis.

  • There is substantial indication of grease oxidation.

  • The failed bearing greases are close to heaters.

  • As discussed in a later section, temperature data loggers installed in the mechanism cabinets indicated temperatures in the 50°C to 80°C range (122°F to 176°F) range, higher than needed to avoid condensation. This higher temperature accelerates oxidation and evaporation.

  • Temperatures near the bearings are higher in colder weather, almost an inversion of the expected pattern.

A final note: the expanded metal filters in the floor of the mechanism cabinet are so course they are not effective keeping out dirt. Figure 5-10 shows the filters. Expanded metal filters with finer mesh can be purchased to keep parts clean.

Figure 5-10: Coarse Mesh Expanded Metal Screens in Floor of Mechanism Cabinet
Southwest

A 1973 GE FKA-72.5 oil circuit breaker with ML-14 motor/spring operated mechanism was selected for training crews in best practices for maintenance overhaul procedures.

The circuit breaker maintenance history was reviewed. The breaker had slow trips over a number of years. Two trip coils were replaced in 1994 and then one per year after 2003, see Figure 5-11.

The breaker was removed from the system because of a history of high maintenance. It was taken to a service center to develop a maintenance strategy. The trip lever had uneven wipe indicating the mechanism was out of alignment. Figure 5-12 shows the ML-14 motor, chain drive and charging springs. Prior to inspection a timing/velocity test was performed: the breaker was out of specification. Both the trip and closing coil were drawing high current, 20 amps instead of normal 12 amps.

Figure 5-11: Trip Coil Replacement History in GE FKA Circuit Breaker
Figure 5-12: GE ML-14 Motor-Driven Spring/Spring Mechanism

The trip latch bearings were very stiff. Some of the mineral oil grease was still in the liquid phase, but highly oxidized with a hard crust. There was no wear on the bearing needle rollers or race. Figure 5-13 shows a trip latch bearing from this mechanism. Microlab Northwest laboratory report is Appendix B of Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA. 2013.3002000776.

The mechanism was disassembled, inspected and cleaned. Bearings were lubricated with a light film of fluorosilicone grease that was brushed into the surfaces of the rollers and races, and assembled. The mechanism was aligned and clearances were checked and adjusted as necessary. The breaker was timed and was in specification.

Figure 5-13: Trip Latch Bearing from ML-14 Mechanism Showing Hard Oxidized Grease Crust

While the work described above was being performed, there were heavy storms at night. A number of similar breakers did not trip or close after a trip. Several examples:

It was reported the ML-14 mechanism could not close on the first unit. The closing latch roller was seized. Spray solvent was used to free the bearing and another spray used to lubricate it.

A second ML-14 mechanism in a different location did not trip. The trip coil burned up. It was found to be very stiff when manually tripped. Again, a solvent was used to free the bearing and another spray used to lubricate it.

A GE FKA oil circuit breaker with MA-14-11 mechanism was selected for a second crew training exercise. This is a pneumatically operated mechanism. See Figure 5-14 for a photograph of the breaker taken during timing.

Figure 5-14: GE FKA Breaker During Timing Procedure

The breaker was not operable initially. Rust from moisture in the air system blocked the air lines. The air pressure could not operate the closing cylinder. Figure 5-15 shows the moisture separator arrangement at the low point in the air line. The yellow arrow indicates the system drain valve. Failure to regularly drain moisture from the receiver is the cause of the rust build up in the air system.

Figure 5-15: Moisture Separator is at Bottom. Its Purpose is to Remove Moisture from the Air Before the Air Goes into the Control Valve and Air Cylinder. Yellow Arrow Indicates System Drain Valve for Draining Moisture from the Receiver.

Figure 5-16 shows rust removed from the separator and the air lines.

Figure 5-16: Separator with Some Rust Removed and Air Lines

The MA-14 mechanism was disassembled, cleaned, lubricated, reassembled, adjusted and the timing checked. Airlines and separator were cleaned. The breaker operated within specification.

Two medium voltage switchgear breakers were lubricated and had timing tested. It is usually very difficult to reach the linkage bushings and gears in order to oil and grease them properly. It was determined that the ABB-ITE VHK-500 mechanism could be folded out as shown in Figure 5-17 .This was done by removing several screws and without disassembling wiring or other parts.

Figure 5-17: ABB-ITE VHK-500 Switchgear Breaker: This View Shows Part of the Mechanism Folded Out and Resting on a Cardboard Box

Partial removal of the mechanism allowed access to all lubrication points. Figure 5-18 shows the multiple linkages that must be lubricated in this type breaker.

Figure 5-18: ABB-ITE VHK-500 Switchgear Breaker: Internal Parts Can Be Reached for Lubrication When the Unit is Partially Disassembled

A later model ABB VHK-500 was lubricated and timed. Lubrication points in this model were more accessible and the unit did not require further disassembly. Figure 5-19 is a photograph of this breaker.

Figure 5-19: ABB VHK-500 Switchgear Breaker Was Relubricated and Timed

Western Region

A trip bearing from a 1975 Allis Chalmers BZO circuit breaker was immovable eight years after installation. The grease was rated for -60°C operation. Figure 5-20 shows the solidified grease in the bearing.

Figure 5-20: Immovable Trip Bearing from A-C BZO Circuit Breaker: Installed Eight Years

Figure 5-21 is a close-up of the same bearing. The space between rollers and races was filled with grease. The grease was completely solidified. No liquid oil remained in the thickener. The Microlab Northwest report on this grease is in Appendix B of Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA. 2013.3002000776.

Figure 5-21: Close-Up of the Bearing in Figure 5-21: Bearing Was Filled with Grease. Grease Had No Liquid Phase Left.
Comments
  • Greases rated for very low temperatures such as -60°C often have low viscosity and low molecular weight. These greases have high evaporation rates. The grease will fail faster than lower volatility grease. It must be maintained more frequently than grease with higher molecular weight and lower volatility.
  • All greases for temperatures much below 0°C must have synthetic oil base stock. Petroleum base greases solidify below this temperature.
  • The photographs show that this bearing contained too much grease. When the grease became stiff, the bearing became immovable. A better practice for circuit breaker applications is to brush or rub a thin film of grease into the bearing surfaces.

Eastern Region

General Electric PowerVac medium voltage vacuum circuit breaker with ML-17 mechanism: a training video was made while a technician maintained and timed the breaker. The video will be used as a refresher for experienced technicians who had not worked on this equipment for some time, as well as for newer technicians.

The breaker was mounted in a jig designed by the utility so the breaker could be turned 90° for access to lubrication points. Figure 5-22 shows some of the many small bearings and bushings in this breaker. Many are difficult to reach even with the special holder.

Figure 5-22: GE PowerVac Medium Voltage Indoor Switchgear Breaker: Bottom View

The rollers in Figure 5-23 must be lubricated with oil for the internal bushings and grease on the outer surfaces of the rollers and the flywheels. A synthetic oil is preferred because of longer life expectancy.

Figure 5-23: GE PowerVac: Rollers Require Lubrication for Internal Bushing as Well as for Exterior Surfaces

Southeastern Region

A 1977 Westinghouse 242 SFA 90 SF6 circuit breaker was one of a series being overhauled at generating stations. These breakers have about 60 needle roller bearings of various sizes. A view of the switchyard is shown in Figure 5-24. This crew is trained on overhauls of these breakers and is very time effective in order to meet the schedule demands of the generating station outages.

Figure 5-24: Westinghouse SFA Breaker Overhaul at a Generating Station

Figure 5-25 shows a linkage piece with several needle roller bearings. There was no wear on the bearing rollers or race. Lubricants were stiff; the bearing did not turn readily. The needle rollers were stuck in the lubricant. The bearing turned after the needles were individually loosened.

A good work practice is shown in this photo: the table is designed for maintenance on this specific breaker. There is a cut-out for a pump and filter parts washer, see lower right corner, and a named and numbered spot for each major part. Parts are cleaned, lubricated and kept in clear plastic bags at the right spot on the table until they are taken for installation.

Figure 5-25: Westinghouse SFA Linkage with Needle Roller Bearings

The GE FGK with MA16-7Y mechanism manufactured in 1957 in Figure 5-26 was photographed during a routine overhaul. The trip roller ball bearings were stiff, but moveable; grease was oxidized. There was no wear on any of the bearings.

Figure 5-26: GE FKA

A light film of fluorosilicone grease was rubbed into the bushing and roller outer surfaces as shown in Figure 5-27. This is the proper application technique.

Figure 5-27: GE MA16-7Y Mechanism Pins and Rollers Coated with Fluorosilicone Grease
Midwest Region– Return

The journey finishes back in the Midwest with the overhaul of a McGraw OA-3 mechanism in a 1966 CF oil circuit breaker. The grease in the bearings of this mechanism was very stiff. Tripping of the breaker took seconds—not milliseconds—after the trip command was sent. Figure 5-28 shows the technicians readying the breaker for maintenance.

Figure 5-28: McGraw Edison CF Oil Circuit Breaker

The grease in the needle roller bearings was dry and flaky. The bearings were stiff or, in some cases, immoveable.

The bearings in this mechanism are rather small. When the lubricant becomes stiff, as shown in Figure 5-29, the needle rollers become cocked inside the race. A straight edge was placed across the bearing to show the amount the needle rollers are misaligned inside the race.

The result of this misalignment is that the needle rollers fractured the edge of the race when the breaker operated. This may jam the mechanism and prevent operation of the breaker. Figure 5-30 shows the broken edge of the bearing race. There was no substantial wear on the rollers or the race.

Figure 5-29: McGraw Edison OA-3 Mechanism Bearings Become Misaligned in the Race When Grease is Stiff. Straight Edge Across the Bearing Race Shows Skewed Rollers
Figure 5-30: McGraw Edison OA-3 Mechanism Bearing with Fractured Edge: the Needle Rollers Pop Out of the Bearing When this Occurs

Herguth Laboratories September 15, 2009 and September 29, 2009 reports are Appendix C and Appendix D of Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA. 2013.3002000776.

Mechanism Cabinet Temperatures

Mechanism cabinet temperatures and the placement of heaters in the cabinets were studied to determine if this is a factor in premature grease failure.

A number of different circuit breaker mechanism cabinets were fitted with temperature data loggers. The data loggers have three inputs from thermocouples. The thermocouples are typically located as follows: (1) near the mechanism or key bearings, (2) in a general area in the cabinet and (3) through a hole or filter to obtain ambient temperature. The Square D FVR breaker in Figure 5-31 has one thermocouple taped next to the trip bearing, one in the cabinet area and one through the filter in the floor of the cabinet to get ambient temperature.

A similar installation is shown in a Siemens SPS SF6 circuit breaker in Figure 5-32. The thermocouples are arranged in the same manner as described above.

Several sets of preliminary data have been collected for several months. The data from one model of the Square D FVR circuit breaker is shown in Figure 5-33. Cabinet temperatures vary from approximately 40°C to 80°C (104°F to 176°F). Cabinet temperatures seem to go down when ambient goes up and, in some cases, go below the ambient temperature.

Lubricants in some models of this type breaker have completely oxidized in four to six years, resulting in slow trips.

Preliminary data from a Siemens SPS SF6 circuit breaker are shown in Figure 5-34. The cabinet temperatures during this short time period seem to be about 5°C (9°F) above ambient.

Figure 5-31: Square D FVR Breaker: Temperature Data Logger and One Thermocouple Circled
Figure 5-32: Siemens SPS Circuit Breaker: Temperature Data Logger Circled
Figure 5-33: Square D FVR Circuit Breaker Mechanism Cabinet Temp (Blue) vs. Ambient Temp (Red)
Figure 5-34: Siemens SPS Circuit Breaker Mechanism Cabinet Temperature (Red) vs. Ambient (Blue)

Examination of Field Aged Bearings and Greases

A program to gather field aged samples of greases and bearings has resulted in over 800 bearings and a number of grease and oil samples sent for inspection and analysis. The Guide for gathering the samples of materials and bearings is shown in Figure 5-35.

EPRI High Voltage Circuit Breaker Maintenance Assessment

Guide for Compressor Oil, Hydraulic Fluid, Grease & Failed Parts Samples

Samples of compressor oils, hydraulic fluids, and grease and failed parts from mechanisms are being collected and analyzed to develop and demonstrate best practice procedures and specifications.

Collect up to one quart of oil or hydraulic fluid. Plastic containers can be supplied.

The photo shows one way to get the samples when changing oil. The suction pump is available at any auto parts store or one can be supplied.

Grease samples from various parts of circuit breaker mechanisms.

A small dab of grease placed into a plastic baggie is sufficient.

Use a screw driver or knife to gather samples. Noting the age and type of grease is helpful along with any unusual operating conditions.

Tag: Please identify each container or item with a breaker identifying name, letter or number. We can send tags, containers and baggies. Alternately, the following pages may be copied and used as a tag. Not all information may be available. Best estimates are acceptable.

For multiple sample types from the same breaker, e.g. lubricants and failed parts, the utility name and breaker information portion of each tag need be written only once.

Figure 5-35: Guide for Gathering Field Samples of Materials and Bearings for Inspection and Analysis

The bearings were examined visually and, in some cases, sent to outside laboratories for (1) ultrasonic examination for subsurface failure indication, (2) scanning electron microscope analysis for particulate material composition and size and (3) grease tests for contaminants. The bearing set from a Westinghouse SFA breaker is shown next to a microscope in Figure 5-36.

Figure 5-37 is a collage of photographs of some of the tests done at outside laboratories. Clockwise from top left: grease can be collected and sent in plastic bags; Karl Fischer Columetric Titrimeter for measuring PPM moisture in samples; apparatus to measure total acid number; infrared spectrometer to analyze chemical element present in the samples; microscope to view crystals, coking and other changes of state; laser particle counter.

Figure 5-36: Inspection of Field Aged Bearings by Microscope
Figure 5-37: Some of the Laboratory Instruments Used to Test Field Aged Grease and Oil Samples

An assessment of field aged bearings and preliminary conclusions is included in the subsection, Results into Useful Information.

Laboratory Testing of Lubricants

A number of laboratory tests have been conducted to determine performance characteristics of oils and greases commonly used in circuit breakers. The tests are for failure and performance properties such as oxidation, separation, volatility, boundary lubrication capability and starting torque at low temperature.

Table 5-2 shows the greases that have been tested. Not all greases have been or will be subjected to all tests.

Table 5-2: Greases Tested

Sample

Greases

Base Oil

Thickener

Test Code

297

Mobil

Ronex MP

Mineral Oil

Lithium Complex

1, 3, 4, 5, 6, 7

296

Mobilith

SHC 100

PAO

Lithium Complex

1, 2, 3, 4, 5, 6, 7

299

Militec

1

Ester

Lithium

1, 3, 4, 5, 6

300

Shell

Alvania 2

Mineral Oil

Lithium

1, 3, 4, 5, 6

295

Mobil

28

PAO

Clay

1, 2, 3, 5, 6, 7

350

Exxon Mobil

Beacon 325

Diester

Lithium Stearate

1, 3, 5, 6

351

Dow Molykote

3451

Fluorosilicone

PTFE

1, 2, 3, 5, 6, 7

352

Dow Molykote

1292

Fluorosilicone

Polyurea

1, 2, 3, 5, 6, 7

353

Dow Molykote

55

Silicone

Lithium Stearate

1, 3, 5, 6

354

Dow

DC 33M

Silicone

Lithium

1, 3, 5, 6, 7

355

Shell

Alvania CG

Mineral Oil

Wax

1, 3, 5, 6

356

Mobil

Polyrex EM

Mineral Oil

Polyurea

1, 3, 5, 6, 7

333

Kluber

IsoflexTopas L152

Lithium

PAO

1, 2, 3, 4, 5, 6, 7

384

Kluber

IsoflexTopas L32

Lithium

PAO

1, 3, 4, 5, 6, 7

392

Dow Molykote

111

Silicone

Silica

7

393

Mobil

SHC PF 462

Perfluoropolyether

PTFE

7

394

Shell

Aeroshell 7

Ester

Clay

1, 3, 4, 5, 6, 7

*See Table 3-3 for test codes and standards used for tests

Table 5-3 shows the standards to which greases have been tested and the test codes from Table 5-2.

Titles of ASTM Standard Tests:3

ASTM D1478 Standard Test Method for Low-Temperature Torque of Ball Bearing Grease

ASTM D2266 Standard Test Method for Wear Preventive Characteristics of Lubricating Grease (Four-Ball Method)

ASTM D4172 Standard Test Method for Wear Preventive Characteristics of Lubricating Fluid (Four-Ball Method)

ASTM D5483 Standard Test Method for Oxidation Induction Time of Lubricating Greases by Pressure Differential Scanning Calorimetry

ASTM D6184 Standard Test Method for Oil Separation from Lubricating Grease (Conical Sieve Method)

Table 5-3: Standards to which Greases Have Been Tested

Test

Test Code

Table 1

Method

Comments

Oxidation

1

ASTM D5483

Temperature ramp rate 65°C rather than 100°C

Oxidation – long term tests

2

FTIR – no ASTM standard

Tests in process

FTIR

3

Company test method

Independent laboratory tests

Four Ball Wear

4

ASTM D2266

ASTM D4172

Grease

Oil

Oil Separation

5

ASTM D6184

Cone & beaker method

Volatility

6

TGA

Company test method

Starting torque at low temperatures

7

ASTM D1478-11

A much less sophisticated oil separation test was conducted using lines of grease placed on a piece of light cardboard. Six greases were each spread in a line as shown in Figure 5-38.

Figure 5-38: Oil Separation Test: Six Greases on Cardboard at Start of Test

After approximately one day at ambient temperature of 89°F noticeable separation of the oil had occurred with several of the greases. This is shown in Figure 5-39.

Figure 5-39: Oil Separation Test: Six Greases on Cardboard after 20 Hours

Long Term Oven Tests

Tests to ASTM D5483 standard for oxidation are conducted at relatively high temperatures. Thickeners and additives may cause different lubricant performance at these temperatures than at temperatures closer to substation environments. Also, catalysts such as bearing steel and moisture are not present.

Similarly, tests to ASTM standards for bleed and volatility may be influenced by high temperatures and environmental conditions that do not replicate circuit breakers.

Long term tests are continuing in ovens at maximum 75°C (Figure 5-40). The purpose is to measure oxidation, bleed and volatility at temperatures that are closer to substation environments so that Arrhenius extrapolations are valid.

Figure 5-40: Ovens and Scale for Long Term Grease Tests

Grease samples are suspended on steel mesh to replicate catalytic effect of bearing steel; temperature will vary to simulate temperature aging of grease: Figure 5-41.

Figure 5-41: Grease Sample in Test Oven with Container of Water

Figure 5-42 shows the status of long term oven tests. Greases with additive generally held up better during the initial testing at 100°C. This was reduced to 75°C to more accurately simulate circuit breaker applications. The Mobil 28 with clay thickener and high additives is holding up at this temperature. The fluorosilicone grease Dow Corning 3451 has held up since rejuvenation with fluorosilicone oil. Tests are continuing. There is little or no moisture in these tests, which is a departure from field conditions.

Figure 5-42: Graph of Status of Greases in Long Term Oven Testing

Compatibility Tests

Compatibility of greases is usually defined as the ability to mix two or more greases without having lubricating and consistency properties outside the range of constituent greases. Tests are conducted to ASTM D6185.

Compatibility tests with oils and thickeners are complete. Figure 5-43 is the compatibility chart for greases tested. Initial results indicate that, when using 90-10 and 10-90 mixtures, the 90-10 lubricant characteristics prevail. For most grease replacement situations, this means that only reasonable cleaning of old grease is sufficient before new grease with potentially different thickener is added.

Figure 5-43: Grease Compatibility Chart

Lubricant/Penetrants

Lubricant/penetrants are often used as the first line of response when there is a slow trip. Some crews use penetrants regularly with the thought that a penetrant does provide lubricant to the circuit breaker. Many of these products are packaged as sprays, which makes them convenient to use.

The objective of this part of the project is to determine if the use of spray lubricants is a viable maintenance option for circuit breaker mechanisms.

Spray lubricants are normally petroleum oils heavily diluted with a solvent or other even lighter petroleum distillate fractions.

Extensive testing was done to understand life expectancy and lubricating qualities of these products.

The project findings are discussed in the subsection Research Results.

Cleaners

In most circuit breaker applications, it is desirable to have a cleaner that can clean both polar and non-polar materials as well as evaporate quickly.

Some cleaners use petroleum distillates, which leave residue behind after evaporation. The part then has a sticky film.

The best cleaners are those that are a combination of an alcohol and paraffinic solvent (hexane, heptane), as well as a very light silicone liquid cleaner. The method of delivering the cleaner is also important. In some situations, a cleaner can be used more effectively when it is just a liquid being applied as opposed to an aerosol spray. For instance, if there is a need to clean between a shaft and a bearing on the shaft without removing the shaft, a spray should not be used because the air bubbles created when the cleaner leaves the can prevent the cleaner from effectively penetrating the tight gap. On the other hand, if there is an external part that has debris and other undesirable materials on the surface, a spray may knock off debris.

Results of laboratory tests on cleaners are shown in the subsection Research Results.

Tests in Bearings and Circuit Breaker Mechanisms

Mechanism Simulator Tests

A simulator was developed to allow rapid exploration of lubrication performance and degradation using circuit breaker bearings aged in the field or laboratory. This serves as a platform to develop information for breaker mechanism tests and lubrication recommendations. The intent is to measure effect of oxidized and dried greases on movement of bearings and develop characteristics of exercising grease in bearings.

Figure 5-44 is a photograph of the Version 1 simulator, which measured movement in terms of acceleration.

Figure 5-44: Version 1 Mechanism Simulator

Figure 5-45 shows initial results of the Version 1 simulator. A field aged needle roller bearing was exercised several times with no improvement in performance. The bearing was then sprayed with penetrant/lubricant Dow LO-501. The penetrant improved the performance of the bearing. However, 15 hours later the bearing had returned to its initial poor performance condition. There was no lasting effect of the penetrant/lubricant on a dried lubricant.

Figure 5-45: Initial Results of Spraying Penetrant/Lubricant on Dried Grease

The Version 2 simulator is more flexible in terms of test bearing sizes and ability to change bearings without rotating them in order to simulate first trip characteristics. Timing and trip current are measured. Figure 5-46 shows the Version 2 simulator.

Figure 5-46: Version 2 Mechanism Simulator

The test bearing is mounted in the holder with the dovetail base. The hand crank moves the test bearing assembly to and from the magnetic coupling. Timing is provided by micro-switches, coil current by a current transformer.

Mechanism Tests in Controlled Environment

Mechanisms tests under controlled environment conditions are being conducted in order to characterize the possible consequences on breaker performance of degraded components and lubricants.

The test facility is shown in Figure 5-47. Timing equipment is on the work table in the left side of the photograph. Data acquisition equipment is located outside the room.

Figure 5-47: Mechanism Test Facility

A collage of photographs of candidate mechanisms for the tests is shown in Figure 5-48. Tests will be conducted on multiple mechanisms in order to aid in selection of greases for mechanisms having relatively weak trip and close forces vs. those having very strong operating forces.

Figure 5-48: Mechanisms for Lubricant Degradation Tests

Tests on Known Aged Greases

Samples of bearings with aged greases were offered by member utilities for testing. Utilities that provided the bearings thought that fluorosilicone base oil has been in these circuit breaker bearing grease samples for 15 to 18 years. Questions to be answered included:

  • Are these greases and greases in similar breakers in satisfactory condition for continued operation or should the grease or bearings be replaced?
  • Can the life of the greases be predicted under known conditions?
  • Have the greases been exposed to spray penetrants or changed to other lubricants? What effect did this have?

Purpose

The condition of the existing grease depends upon the type of base oil, the impact of environmental factors, and the effect of work practices. Understanding these aspects is extremely important as electric utilities are continuously examining maintenance strategies and alternatives. Particularly with circuit breakers, deciding when to perform maintenance or when to replace antiquated and problematic apparatus are additional factors to be considered. Although circuit breaker lubrication is not the only aspect of a comprehensive maintenance strategy, it has proven to be extremely important. To that end, the life expectancy of lubricants now becomes a key issue. The purpose of this testing is to gain an understanding of the chemical degradation of known greases:

  • Life of grease
  • Impact of environmental factors
  • Effect of work practices on life of greases

Circuit Breaker Information

Information on eleven circuit breakers, the sources of the greases tested and bearings examined, is presented in Table 5-4. Multiple bearings from each circuit breaker were sent to EPRI. Chemical tests were done on one bearing from each breaker. Visual tests included several bearings from each breaker.

Table 5-4: Circuit Breaker Information
CB Mfr. Model Grease Installed Mech Type Site description and altitude (ft) Temp-F Avg. Rain Inch Brief History
1-1 ITE 69KSB3500-12-B 1999 P24B valley - 1,242 40-84 1.25 2000 failed close coil, 2009 internal arcing
1-2 MCGRAW EDISON CF37-34.5-1500-12 1997 OA3 Dry, windy, desert - 2,500 40-84 1.25
1-3 KELMAN 15RA2-B 1997 2HS valley - 157 40-84 1.25 cleaned and lubed:2002,2008,2012
1-4 GE FK14.4-350-1-6 1997 ML-10-1 valley - 171 40-84 1.25
1-5 GE FK69-1500-2Y12 1997 MA-14-9 cement factory - 2762 40-84 1.25
1-6 GE FK14.4-350-1-6 1997 ML-10-1 valley - 171 40-84 1.25 2013 replaced motor
1-7 KELMAN 7.2RA2TV-2A/3-6 1998 22 valley/mountain - 571 40-84 1.25 1998-overhaul, clean & lube: 2002,2006,2010
2-1 ITE 14.4KS500-12C 1997 SE31A Valley - 722 52-79 9
2-3 ITE 14.4KS500-12C 1997 SE31A -722 52-79 9
2-4 ITE 14.4KS500-12C 1998 SE31A Mountain/valley 331 52-75 10.91
2-5 ITE 14.4KS500-12B 1998 SE31A Mountain/valley 331 52-75 10.91

Tests Conducted on Grease Samples

Quantifying the acceptable limits or long-term performance of lubricants for proper circuit breaker operation is difficult. Standard laboratory tests were designed for assessing performance in industrial applications and do not provide an appropriate functional characterization for power circuit breaker applications. To address this gap, EPRI researchers have developed test methodologies and equipment for quantifying the operational effects of aged lubricants as discussed previously. EPRI has applied some of these test methodologies to assist utilities in evaluating the condition of the grease in sample field aged circuit breaker bearings.

EPRI researchers conducted a series of tests on the field-aged greases and bearings from the samples and new fluorosilicone grease and then correlated those test results with first trip timing results measured in the field. The tests conducted and the purposes of each are shown in Table 5-5.

Table 5-5: Tests and Analyses to Determine Amount and Effect of Degradation of Greases and Bearings
Test or Analysis Purpose
Fourier transform infrared (FTIR) Determine composition of materials in the grease
Differential thermogravimetric analysis (DTA) Measure relative grease degradation in terms of polymerization of oil and some thickeners
  • Accelerated aging of new grease in the laboratory

  • Measure performance of these greases in the EPRI circuit breaker bearing lubrication simulator

Quantify relative effect of degradation of greases on timing performance in simulator
Compare laboratory accelerated aging grease test results and field aged grease test results with first trip timing information from maintenance records. Analyze degree of degradation of grease samples vs. functional performance of the circuit breakers
Microscope inspection of needle rollers and races from bearings Determine extent of bearing wear
Fourier Transform Infrared Spectroscopy (FTIR)

FTIR is a technique used to determine the composition of materials (generally reserved for liquids or gels). FTIR uses infrared light and detectors to measure the intensity of the light after it has passed through the sample and is being reflected back. This technique is used to determine the composition of greases in field-aged bearings.

FTIR testing gives results in the form of graphs with various peaks. These peaks are an indication of absorbance and they indicate chemical characteristics that permit identifying the composition of the material.

FTIR confirms the grease type and may show contaminants. In hydrocarbon oils, FTIR is used to determine the type of oil, thickener and presence of oxidation, moisture and additives. Petroleum oil and synthetic hydrocarbon oil such as PAO have similar characteristics and are difficult to differentiate based on FTIR. It may be possible to indirectly identify base oil from thickener or additive characteristics. In fluorosilicone oils, FTIR identifies the unique characteristics of the fluorosilicone material, shows the type of thickener and the presence of contaminants, for example due to the introduction of spray lubricants.

Reading FTIR

FTIR scans are qualitative for the purpose of these tests. The presence of a peak confirms the presence of materials.

Greases are a mixture of solids and liquids. They are not homogeneous in a microscopic scale of the cross section being analyzed. The sample thickness is not controlled. This will lead to fluctuations in relative peak intensity in the FTIR graphs. The scans may look different, but on closer examination convey the same information. There are large fluctuations in the relative size of the peaks associated with PTFE based on how much was in the cross section of the beam; however, the peaks only provide information on the presence of PTFE and not the relative amount.

Figure 5-49 presents a reference FTIR scan of fresh fluorosilicone grease. Reading from left to right:

  • The low activity in the 3800 to 3600 wave number region indicates there is not much moisture in this grease, which would be expected in a sample of fresh grease.

  • The two peaks at 3000 to 2800 wavenumber identify a fluorosilicone bond. Three peaks in this region would identify a hydrocarbon bond, which could be either petroleum or synthetic hydrocarbon such as PAO.

  • The peaks from 1500 to 1300 and 900 to 500 wavenumbers identify PTFE thickener is in the grease.

  • Fluorosilicone bonds are shown in the 1300 to 1000 wavenumber region.

Figure 5-49: Reference FTIR of Fresh Fluorosilicone Grease
Differential Thermogravimetric Analysis (DTA)

DTA is a qualitative analysis. It utilizes a high precision scale to monitor the weight of a sample as it is heated to note the weight loss at different temperatures. The area under the curve compared to fresh grease identifies the relative amount of oil left in the grease.

As oils age, some of their molecules break down and others build up (polymerize).

  • Smaller molecules evaporate early

  • Larger molecules evaporate later

  • The wider the peak, the wider the distribution of molecule sizes

This part of the DTA test establishes degrees of polymerization and de-polymerization within the lubricating oil.

Reading DTA

In silicone and fluorosilicone greases, the base oil tends to shift its major peak to the right and slumps downward as it ages. This is because silicones and fluorosilicones often exhibit a tendency to gel over time. The PTFE thickener will not evaporate completely. As the PTFE particles begin to agglomerate over time, their surface area will decrease, leading to a lower peak.

Figure 5-50 presents a DTA curve for a fresh sample of fluorosilicone grease.

Figure 5-50: Reference DTA of Fresh Fluorosilicone Grease

EPRI Circuit Breaker Bearing Lubrication Simulator

The EPRI bearing lubrication simulator is an important tool used in the EPRI lubrication research. It is used to make relative assessment of various greases in different operating conditions. It is not meant to simulate actual loaded operation of a specific breaker. The simulator is shown in Figure.

The simulator was used in this series of tests to compare timing results of the accelerated aged greases discussed in the next section with DTA tests of the accelerated aged greases and new fluorosilicone grease. This in turn provided a reference to compare the degradation found in the DTA tests of the bearing greases.

Figure 5-51: EPRI Circuit Breaker Bearing Lubrication Simulator

Accelerated Aging Tests

In order to understand the effect of gelling on simulator timing performance, researchers did the following:

  • Fresh fluorosilicone grease samples were placed on a hot plate and heated to 130°C to accelerate the gelation process

  • Samples were taken after 0,1,3, 7 and 10 days

  • Bearings lubricated with the aged grease were placed in the EPRI circuit breaker lubrication simulator and operated multiple times. Trip times were used as a performance measure. Trip times in the simulator became progressively slower vs. days aged

  • Samples from day seven and day ten did not trip. The samples gelled sufficiently to prevent operation of the simulator

  • The samples of the accelerated aged grease were analyzed with the DTA method. The ratio of thickener peak, P2, and the oil peak, P1,was then compared to simulator timing.

The goal is to correlate the DTA degradation patterns and timing performance of the accelerated aged greases in the simulator with the DTA degradation patterns and the timing performance of the field-aged greases in the circuit breakers.

Figure 5-52 shows the results of progressive grease gelling on bearing lubrication simulator operating times. Peak ratios are shown to the right and above each curve. Simulator operating time is shown to the left and above each curve.

Notice the decay of the first peak as the grease ages. The first peak is the oil, the second peak is the thickener. The ratio of the second peak, P2, to the first peak, P1, correlates with the increase of timing in the simulator.

Figure 5-52: Results of Grease Gelling—DTA and Simulator Operating Times
Conclusions of Accelerated Aging Tests

DTA ratios of PTFE peak vs. oil peak,P2/P1, correlate with timing performance in the EPRI bearing simulator.

Results of the accelerated grease aging and simulator tests:

  • Ratio < approximately 1 is fresh grease

  • Ratio > 1 indicates beginning grease degradation. At this ratio, interpolation of the operating time of the simulator increased approximately 20% over Bearing 1 operating time.

  • Ratio > 2 indicates gelling enough to materially affect bearing operation in the simulator

The simulator timing and P2/P1 ratio results give a measure of degradation of grease and the effect of degradation on operation. The simulator is more sensitive to changes in grease than circuit breaker mechanisms. The magnitude of forces in the circuit breaker mechanism will determine to a large degree the effect of degradation on timing of the breaker mechanism. Another factor is the thickness of the grease. A thick application of grease will slow the breaker more as the grease ages.

Tests on Bearings

The above sections provide an overview of the test plan, describe the tools used and give the results of accelerated aging tests. Grease from a bearing from each of the circuit breakers was tested using FTIR and DTA techniques.

The FTIR graph for ITE Circuit Breaker 1-1 is presented in Figure 5-53. As noted in Table, ITE Circuit Breaker 1-1 was last lubricated 16 years ago. The FTIR graph indicates the materials in this grease. There is low moisture in the grease judging from low activity in the 3800 to 3600 wave number range; a hydrocarbon is indicated by the triple peaks between wave numbers 3000 and 2800, possibly from a solvent or other petroleum-based lubricant/penetrant; fluorosilicone oil is indicated by peaks 1300 to 1000 wave number; and PTFE thickener is identified by peaks from 1500 to 1300 and 900 to 500 wave numbers.

This grease can be identified as a fluorosilicone grease with PTFE thickener having hydrocarbon contaminants from an unknown source. The grease has low moisture content.

Figure 5-53: FTIR Circuit Breaker 1-1, Last Lubricated in 1999
Results of FTIR Tests of All Field Grease Samples

FTIR analysis showed three groups within the 11 samples:

  • Greases that had fluorosilicone (FSi) oil and PTFE thickener

  • Greases that contained FSi oil and PTFE thickener and had hydrocarbon contaminants

  • Greases that did not contain FSi oil and PTFE thickener

Example of DTA Test – Bearing 1-1

The reduced oil peak and slump to the right at 450 – 500 on the DTA graph in Figure 5-54 indicates degradation of the FSi oil in the fluorosilicone grease in circuit breaker 1-1. The P2/P1 ratio of the thickener peak to the oil peak confirms this. The P2/P1 ratio for this grease sample is 1.81. The ratio for fresh FSi grease sample is 0.78.

This degradation and the presence of a hydrocarbon, possibly from a spray lubricant or solvent, did not affect the first trip performance of the breaker.

Figure 5-54: DTA Circuit Breaker 1-1, Last Lubricated in 1999
Results of DTA Tests of All Field-Aged Samples

DTA peak ratios P2/P1 for the circuit breaker bearings are shown in Table 5-6. The grease in only one bearing, Circuit Breaker 1-4, had a P2/P1 ratio greater than 2 indicating increase in viscosity sufficient to possibly cause a change in mechanism performance. The first trip timing for this breaker was not affected by the gelling of the grease.

Table 5-6: DTA Oil Peak / PTFE Peak of Lubricants from Field-aged Bearings
P2/P1 Ratio P2/P1 Ratio
Reference 0.78 CB 1-7 1.06
CB 1-1 1.81 CB 2-1 0.95
CB 1-4 2.24 CB 2-3 1.56
CB 1-5 1.76 CB 2-4 1.27
CB 1-6 1.49 CB 2-5 1.31

Effects of gelling on actual breaker operation are dependent on the magnitude of forces in the operating mechanism and the degree of packing (amount of grease packed in the bearing). Application of a light film of grease instead of heavy packing of the bearing is less likely to lock up the bearing as the grease ages.

Visual Examination for Bearing Wear

A number of needle rollers and races from the bearings were examined for wear using a microscope. Figure 5-55 shows a bearing from Circuit Breaker 1-1 selected for inspection. There is no wear that would inhibit the operation of the bearing.

Figure 5-55: Rollers and Race from Circuit Breaker 1-1 Bearing

Figure 5-56 shows a bearing from Circuit Breaker 1-4. Grease was installed in 1997. There is still a light film of fluorosilicone grease on the bearing rollers. It should be noted that many of the bearings in circuit breakers never make a full revolution. There is no wear that would inhibit the operation of the bearing.

Figure 5-56: Needle Roller Bearing Circuit Breaker 1-4 Installed in 1997
Correlation of Laboratory Tests with First Trip Timing Measurements

Laboratory testing of nine field aged greases indicated that all except circuit breaker 2-1 had some degree of gelation resulting in viscosity increase. Simulator testing of accelerated aged greases established that greases with DTA test ratio of PTFE thickener peak to oil peak P2/P1 > 1.0 affected timing operation of the simulator.

Figure 5-57 shows a sample first trip timing diagram from field measurements of Circuit Breaker 1-1.There was no change in first trip measurements conducted in February 2008 and May 2013, five years later.

None of the nine breakers that had fluorosilicone grease had a change in timing over the past five to seven years as measured by the first trip timing devices.

Figure 5-57: Sample of First Trip Measurement

Summary of Analyses and Learnings to Date

Table 5-7 presents a summary of the analyses of the eleven bearings. “Viscosity increase” indicates ratio P2/P1 > 1.0.“Timing stable” denotes there was no change in first trip timing measurements over a five to seven year interval between two timed trips.  

Table 5-7: Summary of Analyses
CB # Last Greased Noteworthy Findings Location
1-1 1999 FSi grease. Viscosity increasing. Evidence of possible spray with heavy solvent. Timing stable. Valley – 1,242’
1-2 1997? Hydrocarbon grease, not FSi. Evidence of possible spray with heavy solvent. Dry, windy, desert – 2,500’
1-3 2012 Not FSi grease, possibly Chevron SRI #2 petroleum grease with polyurea thickener. Valley – 157’
1-4 1997 FSi grease; viscosity increasing; timing stable. Valley – 171’
1-5 1997 FSi grease. Viscosity increasing. Evidence of possible spray with heavy solvent. Timing stable. Cement factory 2,762’
1-6 1997 FSi grease; viscosity increasing; timing stable. Valley – 171’
1-7 2010 FSi grease. Viscosity increasing. Evidence of possible spray with heavy solvent. Timing stable. Valley/ Mountain- 571’
2-1 1997 FSi grease; timing stable. Valley – 722’
2-3 1997 FSi grease; viscosity increasing; contamination; timing stable. Valley – 722’
2-4 1998 FSi grease; viscosity increasing; timing stable. Valley/Mtn.- 331’
2-5 1998 FSi grease; viscosity increasing; timing stable. Valley/Mtn.- 331’

Observations and Conclusions

  • Techniques for the application and analysis of DTA and FTIR were developed and applied to the unique circumstances of aged bearing lubricant investigation.

  • Nine of the eleven bearings had base oil consistent with fluorosilicone grease. The grease in these bearings was in circuit breakers in operation for 15 to 18 years.

  • There was no change in first trip times over a six to seven year time interval between first trip measurements of any of the nine circuit breakers.

  • There was light scuffing of some rollers and races, but no wear that would impact operation of the breaker was observed in any of the bearings that were visually examined.

  • Gelation with viscosity increase is an age and temperature related fluorosilicone oil failure mode. Lubricating properties do not seem to be impaired as this gelling occurs. The bearings in the study showed various degrees of gelling. The thickening or gelling of the oil was not sufficient to slow the operation of the mechanisms.

  • Environmental factors are known to accelerate aging of lubricants. There was no data in this sample to prove or disprove this.

  • Two of eleven bearings had greases that were not fluorosilicone grease; three others had evidence of sprays or solvents being used. It is not a recommended practice to use hydrocarbon sprays or solvents on mechanisms.

  • The present state of the FSi greases examined was satisfactory for proper breaker operation but the sample size of bearings tested (nine) is too small to understand the future life of the grease.

  • Use of fluorosilicone greases with PTFE thickener when lubricating bearings or sliding surfaces in circuit breaker mechanism applications is appropriate.

Next Steps

If additional bearings with known grease become available from member utilities, EPRI will test them and compile results into a database to further understand degradation of performance.

Research Results

Introduction

This section reports on the results and significance of research performed to date, including data generated from observations of equipment in the field and from laboratory, bearing simulator, and mechanism tests. It summarizes the key findings of the work reported in Circuit Breaker Lubrication: Compatibility and Selection—Laboratory Assessment. EPRI, Palo Alto, CA: 2013.3002000776.

The results of these tests lead to the selection guidance for lubricants presented in the following section, Results into Useful Information.

This section is organized to present data that was generated by the research described previously and to discuss the implications drawn from that data. The research includes the following:

  • Literature search, utility maintenance manager interviews and discussions with lubricant manufacturers

  • Circuit Breaker Journey

  • Circuit breaker cabinet temperatures

  • Tests of lubricants from field aged bearings and new lubricants: these included oxidation, separation, volatility, FTIR, four-ball wear, low temperature starting torque tests, tests on known aged greases and long term oven tests

  • Compatibility tests of greases and thickeners

  • Grease consistency

  • Tests on lubricant/penetrants and cleaners

  • Simulator tests

  • Expectations for mechanism tests

Key Findings

Literature Search

Among the key findings of the literature search:

  • Slow or no-trips have become an industry-recognized occurrence with older circuit breakers.

  • The slow and no-trip issues are the result of mechanism malfunctions, not interrupter problems.

  • Excessive degradation of lubricants can adversely affect breaker performance through reduced availability and slow or even complete failure to operate when required.

  • Guidance for lubricants in manufacturer’s instruction books is often outdated. Many of those lubricants are no longer made or were not satisfactory in the beginning for the long life more recently expected of lubricants because of changing maintenance practices.

  • Lubricant manufacturers’ product claims are often misleading or incomplete. Statements such as “long-life” may mean six months for some applications in other industries.

  • Manufacturers usually specify lubricants for breaker types regardless of operating environment. This is not satisfactory for a number of local operating conditions.

  • There has been no consistent effort to quantify how degraded lubricants impact reliable breaker operation.

  • Exercising breakers to mix and extend the life of lubricants is common practice. How often to do this and its effectiveness are not known.

Interviews with Utility Maintenance Managers

Interviews of engineering and maintenance managers yielded the following findings, helping to shape subsequent research:

  • Circuit breaker maintenance is a major part of substation maintenance budgets. The same problems continue to surface, which is costly and not a good use of resources.

  • Slow or no-trips cause customer outages and often result in over-time and other operating costs and adversely impact reliability metrics.

  • Utility maintenance crews often do not “own” specific equipment so do not get good feedback from maintenance done by other crews.

  • Crews have little guidance about grease selection, compatibility issues and proper application techniques.

  • When guidance about grease selection is provided, utility crews may not follow it. Local practices or “what is on the truck” may prevail.

  • Spray lubricants/penetrants are used in lieu of grease to avoid mechanism disassembly. Some erroneously expect penetrants to have similar life to grease

  • Many problems occur during cold weather. Grease performance changes with temperature and these changes must be part of selection criteria. This information is not available.

  • First-trip measurement instruments are available and in use by some utilities as part of standard diagnostic programs. These devices indicate slow trip, but provide no guidance about the cause or, if slightly slow, the expected time interval to too long trip.

  • Lubricants are not specified by utility engineers as part of the purchase procedure. This results in no standardization of lubricants in circuit breaker mechanisms.

Discussions with Lubricant Manufacturers

Lubricants are a small part of the business of the large lubricant manufacturers. They are unwilling to provide the long life lubricants satisfactory for the circuit breaker market.

  • Commercial lubricants are generally formulated for industrial applications where operation is often continuous and maintenance intervals much shorter than circuit breaker applications.

  • Rate of aging and end-of-life are not defined for lubricants.

  • Reliable and consistent feedback from utility field personnel about what is working and what is not rarely comes to suppliers.

  • Technical service representatives of the large companies are accessible by telephone and are helpful. However, life expectation questions are usually answered by shelf life constraints, which are typically three to five years. This is much shorter than the needs of most breaker applications.

The Circuit Breaker Journey

Site visits with utility maintenance managers and field technicians gave much insight into standard work practices, breaker operating conditions, re-establishing circuit breaker functionality after slow trip while clearing storm faults, young crew maintenance abilities, and training needs.

Although practices and experience varied widely, following are some observations:

Assessments of Field Aged Bearings: Preliminary Conclusions

Field investigations, analysis of service aged samples, and laboratory tests have generally confirmed that there is potential for significant improvement in circuit breaker lubrication selection and application practices:

  • Choice of lubricants and reasons for selection vary widely. Choices among utilities vary from petroleum through various synthetic lubricants for the same application. Reasons for selecting a specific lubricant range from utility engineering department recommendations, circuit breaker manufacturer recommendations, which are often out of date with older breakers, to various Guides, to “what is on the truck.”

  • Geographic location, e.g. southwest vs. northeast, does not seem as important to grease life as the type of grease and proper application. However, local issues, e.g. heat, cold, dust, and salt, are factors that impact grease performance, including aging. Altitude may be a factor causing lighter molecules in the oils to evaporate faster.

  • Many of the lubricants observed in aged bearings were oxidized or dried out.

  • Bearing wear is not generally a problem. The problem is stiff lubricants.

  • Smaller needle roller bearings can jam and break out of the bearing race when the grease is stiff. The mechanism may be rendered inoperable when this occurs.

  • A program to gather field aged samples of greases and bearings has resulted in over 800 bearings and a number of grease and oil samples sent for inspection and analysis.

  • Samples of compressor oils, hydraulic fluids, and grease and failed parts from mechanisms were collected and analyzed to develop and demonstrate best practice procedures and specifications.

  • The failure mechanism of grease is usually a combination of oxidation, separation (bleed) and/or evaporation (volatility), which may be increased by environmental factors. Data from sample tests is below.

  • Low ambient temperature in some geographic areas can be a controlling factor in grease selection. If the grease is not rated for the low temperature, it becomes stiff and will cause slow or no trips. This must be balanced in the case of very low temperature-rated greases, which usually have higher evaporation, causing shorter grease life.

  • If parts will be sprayed with solvents, an ingredient in most spray penetrating lubricants, as part of routine maintenance, consideration should be given to chemical resistance properties of the grease.

Work Practices

Equipment specialists enable some utilities to develop a high level of skills for maintaining circuit breaker mechanisms. This skill appears to decrease when crews become generalists and no longer are solely responsible for equipment in a given area.

Many field crews use some form of interim degreaser/lubricant to free slow mechanisms. In some utilities it is standard practice to spray the mechanism whenever the doors are opened for routine check. Field crews do not have good information about which degreasers/lubricants are most effective and how long they are effective.

Circuit Breaker Cabinet Temperatures

Heaters are installed in circuit breaker cabinets to prevent condensation of moisture with subsequent corrosion of materials. Mechanism cabinet temperatures were studied to determine if this is a factor in premature grease failure. Temperature data loggers were installed in several breakers of different manufacture. These included:

  • Square D Model FVR, which has four to six heaters depending on customer specifications for expected lowest ambient condition. Some of the heaters are on full time, others are thermostatically controlled. Multiple breakers were tested, all with approximately the same results. It was not uncommon to have cabinet temperatures 60°F to 80°F above ambient temperature.

  • Siemens Model SPS circuit breaker with two thermostatically controlled heaters. Temperatures were typically 2°F to 5°F above ambient.

  • McGraw Edison circuit breaker with OA-3 mechanism. Temperatures were typically 2°F to 5°F above ambient.

The grease in the bearings in the Square D FVR breakers stiffened or, in some cases, was totally hard. Some breakers were in service only four years.

Results and Discussion of Tests

Tests of lubricants from field aged bearings and new lubricants include oxidation stability tests, separation, volatility, FTIR, four-ball wear, low temperature starting torque tests and long term oven tests.

Test results in this portion of the report are from the EPRI technical update Circuit Breaker Lubrication, Compatibility and Selection—Laboratory Assessment (3002000776). Each section has a discussion of the results.

Oxidation Stability Tests

Oxidation stability is the ability of grease to resist a chemical union with oxygen. The normal test is done under extreme conditions with Pressure Differential Scanning Calorimetry (PDSC) using ASTM standards (D5483 for greases and D6186 for oils). The test brings some understanding about the effective life of a lubricant.

When oil oxidizes, it turns into a sticky and gummy substance as opposed to the slippery lubricant it is desired. Oxidation is perhaps the biggest issue when it comes to lubricant selection because oxidation changes the actual physical chemistry of the oil. This turns conventional oil from a clear color to dark brown sticky sludge as shown in Figure 5-58.

Figure 5-58: Fresh Oil at Left; Oxidized Oil at Right

The figure shows the difference between fresh (left) and oxidized (right) oils; both of these oils are the same type, and came from the same batch. Oxidation of oils is a chain reaction; it is best to try to prevent it by using quality synthetic lubricants with the right additives.

Results of ASTM oxidation stability tests for a sample group of lubricants are shown in Figure 5-59.

Figure 5-59: Oxidation Stability Test Results for Greases Often Used in Circuit Breakers

Concern about extrapolating the very short ASTM tests that last only minutes to the application of lubricants on circuit breakers, which may have life expectancy of 15 or more years, has led to long term oven tests described below. The ASTM test is a measure of the oxidation resistance of the additives in particular, or how much additives are in the sample. Because the test is done under conditions of extremely high oxygen concentration, the resistance to oxidation is only due to the additives (the oil sample would oxidize immediately).

Separation (Bleed) Tests

Examples of results of tests for oil separation for some common greases are shown in Figure 5-60.

Figure 5-60: Separation Test Results for Greases Often Used in Circuit Breakers

Grease releases its base oils from the thickener when it is squeezed or stressed. Most thickener imparts little or no lubricating characteristics. The release of oil is necessary for lubrication to occur.

Bleed or separation of oil from grease is related to oxidation rate. Long life greases have a low oxidation rate. Oxidation of the grease may prohibit further bleed.

Except for the extraordinary bleed from the Alvania CG coupling grease, the bleed from all the greases in the tests above have stabilized after the initial hours of testing. The Alvania CG is intended to be replaced every six months according to the manufacturer’s literature. This grease would be unsatisfactory for circuit breaker applications.

Volatility (Evaporation) Tests

Examples of test results for evaporation of greases commonly used in circuit breakers are shown in Figure 5-61.

Figure 5-61: Volatility of Greases Often Used in Circuit Breakers

Evaporation of base oil in the grease occurs both from thin films bled out of the grease, used to lubricate the bearing, and from the oil retained in the grease.

Excessive oil evaporation causes grease to harden due to increased thickener concentration. Higher evaporation rate greases require more frequent relubrication. Evaporation in combination with oxidation may be a major cause of degradation of greases in circuit breakers.

Fourier Transform Infrared (FTIR) Tests

FTIR enables the inference of various functional groups and, in many cases, the molecular structure in the vicinity of the functional group. This allows identification of the composition of some greases and oils including additives, by-products of oxidation and moisture content. Periodic measurements may show trends in chemical properties such as increasing oxidation or depletion of additives.

Infrared testing works because covalent chemical bonds absorb infrared radiation. This causes the molecules to vibrate by stretching and contracting. The strength of the chemical bond between the atoms, which is influenced by their atomic structure, determines which part of the infrared spectrum the molecules absorb. The frequency of these characteristic absorptions is the number of waves in one centimeter, called the wavenumber.

An example of FTIR result is shown in Figure 5-62. This is a bearing from an FVR circuit breaker. The triple peak at about wavenumber 3000 indicates the grease is a hydrocarbon. It cannot be determined from this test whether the hydrocarbon is petroleum or synthetic, such as a PAO. The carbonyl peak at 1732 may be oxidation. The peaks in the 1100 to 1300 range may indicate an ester, perhaps added to improve solubility of additives, or an additive, such as ZDDP, added to improve wear characteristics. There is no indication of excessive moisture, which would show as noise in the 3400 range.

There can be much ambiguity in the testing of aged greases because the use of multiple solvents and lubricant/penetrants will leave trace amounts of chemicals not in the original grease. These traces will be indicated in the FTIR.

Figure 5-62: FTIR of Aged Bearing from FVR Circuit Breaker
Wear Preventive Characteristics

ASTM Standard D2266 test is a method to measure boundary lubrication properties of greases. Results are based on the size of the wear scar on a steel ball that is rotated in the pocket formed by three other steel balls that are fixed in position and covered with the test grease.

Greases containing petroleum oil tend to have the best boundary lubricating properties, followed by synthetic hydrocarbon oil, synthetic fluorinated oil and silicone oil. Figure 5-63 shows the relative boundary lubricating properties of a sample of different types of greases.

Figure 5-63: Wear Preventive Characteristics of a Sample of Different Types of Greases

Wear has not been observed as a general problem in bearings in circuit breaker applications. Simulator and mechanism tests described in a section below determine the extent to which boundary lubricating properties are a factor in close and trip times.

Low Temperature Starting Torque Tests

If the temperature of grease is lowered enough, it will become so viscous that operation of the circuit breaker mechanism will be slowed or stopped. The temperature at which this occurs depends on the shape of the lubricated part and the force being supplied to it.

Examples of test results for low temperature starting torques of greases commonly used in circuit breakers are shown in Figure 5-64.

Figure 5-64: Low Temperature Starting Torque Characteristics of Commonly Used Greases

Low temperature starting torque is an important qualification that eliminates petroleum greases from the many parts of the US that have ambient temperatures below 0°F. Petroleum greases become stiff enough at this temperature to cause delays in circuit breaker function.

Discussion of Long Term Oven Tests

Long term oven tests more closely approximate circuit breaker environmental conditions. They are being performed to evaluate the life performance of various grease formulations.

No moisture is introduced into the system to account for the humidity that is often also a geographical factor when considering the locations where grease would see hot conditions (e.g. southern coastal regions). This is a departure from field conditions. The grease rests on a stainless steel mesh, which acts as a catalyst much like bearing materials in the aging process.

The grease might also see extremely dry conditions as well. These oven tests are supplemental to the oxidation stability test, which is unable to determine much about long term aging effects.

There are many other factors that influence grease oxidation that are not considered in the oxidation stability test. The long term oven tests are better able to explore what happens in the long term. The test results will help understand issues associated with different applications, as well as be able to better identify problems and solutions. Effects of altitude and air velocity will be studied as next steps in these tests.

Results and Discussion of Compatibility Tests of Greases and Thickeners

Most compatibility problems between different greases are a result of thickener incompatibility.

A comprehensive chart showing compatibility of grease thickeners is presented in Figure. There are incompatibilities among common grease thickeners (lithium-12-hydroxysterate and conventional polyurea for example). When two incompatible grease thickeners mix, there could be a change in either the physical or chemical characteristics of the grease. The thickeners could harden or become gritty and more abrasive than lubricating. Also, mixing incompatible thickeners could cause a reaction such that the thickeners perform differently with the base oil.

Figure 5-65: Grease Thickener Compatibility Chart

Grease compatibility must also consider the compatibility of the grease with the lubricated surface in addition to the compatibility with other greases. For instance, fluorosilicone based grease should not be used on aluminum parts because it may cause pitting. It is important to know the composition of grease that is in a part currently, as well as the material of construction for that part, before mixing in different grease to ensure complete compatibility. If the grease is unknown, every effort should be taken to remove as much of that grease from the part as possible before applying the new grease.

Grease Consistency

The National Lubricating Grease Institute (NLGI) has established numbers indicating grease consistency or firmness. Speed factor and operating temperature determine the best consistency or NLGI grade for a given application.

Grades 1, 2 or 3 are used for most circuit breaker applications. Characteristics of each grade and a food analog for recognition are in Table 5-8.

Table 5-8: NLGI Grease Consistency

Operating Temperature °C [°F]

NLGI No.

Feels like

Use

-55 to 40

[-67 to 104]

1-2

Tomato paste

Low Temperature

-40 to 230

[-40 to 450]

2

Peanut butter

Most Applications

-4 to 230

[-20 to 450]

3

Crisco

Sealing and stop leaks

Grease consistency is important in situations where additional drag will cause slow timing. This occurs most commonly on trip latches, trip bearings, control valves and blast valves. Mechanisms that have relatively weak operating forces may require lower NLGI consistency grease. However, low NLGI number greases have low viscosity. Low viscosity greases are often prone to rapid evaporation, which reduces the effective life of the grease and increases maintenance needs.

Results and Discussion of Tests on Lubricant/Penetrants and Cleaners

Lubricant/Penetrants

Spray lubricant/penetrants were tested to determine if their use is a viable maintenance option for circuit breaker mechanisms.

The project findings indicate there are virtually no applications for a spray lubricant where normal lubricating oil cannot outperform.

Using sprays on parts where there is grease or other lubricants is not recommended because the solvent in the spray can wash away the lubricant from the bearing or other mechanism part.

Table 5-9 shows the composition of many oils with penetrants used on circuit breaker mechanisms. Most are petroleum base or have petroleum solvents. In addition to not being good lubricants, oxidation and evaporation make effective life inherently short.

Table 5-9: Penetrants/Lubricants Often Used on Circuit Breaker Mechanisms

The use of spray penetrant/lubricants in combination with cleaners may present compatibility or ineffectiveness issues. This compatibility was tested for a number of common cleaners and spray lubricant/penetrants. Results are shown in Figure 5-66.

Figure 5-66: Compatibility Matrix: Cleaners and Spray Lubricant/Penetrants
Cleaners

Common greases feature base oils comprised of petroleum or PAO base stocks. These base oils are comprised of aliphatic and naphthenic molecules, which have little to no net dipoles. As a result, the molecules are not chemically attracted to one another, allowing them to freely glide past each other.

As the oil ages, it oxidizes and evaporates. The oxidation forms new chemical compounds which feature dipoles. Due to the polarity, static charges may be formed, causing the base oil to become “tacky”. With continued oxidation and evaporation, the oil increases in viscosity and may eventually become solid.

Many commercial cleaners or general-purpose sprays utilize solvents which address nonpolar fluids; however, non-lubrication issues ensue from the polar oxidation byproducts. The theory behind their lubricating mechanism is that the thin layer of spray solvent/lubricant gets between the moving surface and the dried up grease to loosen up the boundaries, providing moderate lubrication until it dries up again.

Eleven different cleaners commonly found in utilities were tested on 13 different oxidized greases in different configurations (bearings, sealed bearings, etc.). For this purpose, the greases were put into commonly used roller bearings (RBC Bearings SJ7193) and oxidized on a hot plate at about 120 – 130°C for 2 days to ensure complete oxidation of the grease. This experiment tests for the ability of cleaners to effectively remove oxidized grease from bearings in a “worst-case-scenario,” where the grease is fully oxidized and would cause the most problems.

Many different greases with varying base oil/thickener combinations were chosen in order to cover the full spectrum of in service lubricants. The same process was used in the selection of cleaners, in that many different kinds were chosen from common parts cleaners to specialty cleaners.

The relative effectiveness of commonly used cleaners on oxidized greases is shown in Table 5-10. HMDS is hexamethyldisiloxane, a commercially available silicone cleaner.

Table 5-10: Effectiveness of Cleaners on Oxidized Greases

Review of Simulator and Mechanism Tests

A series of tests are underway of selected greases, oils and aerosol sprays in circuit breaker mechanisms, components and test fixture (simulator).

Purpose of these tests:

  • Determine impact on mechanism timing and trip/close coils load current as grease oxidizes

  • Investigate the relative sensitivity of trip and close device components vs. other mechanism parts to determine critical lubricated parts in various mechanisms

Simulator Tests

Simulator testing was conducted on field aged and oven aged bearings of different types. The result of tests using a needle roller bearing similar to that in a McGraw Edison OA-3 mechanism with new grease and oxidized grease is shown in Figure 5-67. Exercising the highly oxidized bearing did reduce the trip time somewhat. The effectiveness of exercising the bearings depends on the condition of the grease in the bearing. Bearings with highly oxidized grease will not respond with significantly lower trip time.

Figure 5-67: Sample of Simulator Test on New and Oxidized Greases
Mechanism Tests

Grease degradation tests in mechanisms to define aging characteristics and impact on operating speed are continuing. Tests will encompass several medium voltage and high voltage mechanisms.

The GE MA-16 mechanism lubricated with Mobil 28 grease for test is shown in Figure 5-47.

Results into Useful Information

This section is intended to assist the technical staff of utilities in development of maintenance procedures and purchase specifications. It addresses many of the issues relating to lubricant selection, application and compatibility including:

  • Impact of environmental considerations: low temperature, high temperature, salt and corrosive, humidity, water, and particles in air

  • Performance issues introduced by work practices such as use of solvents and cleaners

  • Surfaces considered include those for:

    • Ball and needle roller bearings, trip latch bearings, bushings, trip latch sliding surfaces
    • Hard to reach bearings and linkages (e.g. MV switchgear)
    • O-rings, gaskets and seals
    • Moving electric contacts
    • Electrical connections
    • Threaded fasteners
  • Same breaker, different environment vs. same environment, different breaker—use same grease?

  • Is there reason to use more than one grease in mechanism, e.g. trip latch?

Grease Selection Process

The grease selection process can be described as working through a series of criteria. The process for bearings and bushings is shown in Table 5-11. Each item in the process will be briefly described and an example with alternates given.

Table 5-11: Selection Process for Grease for Bearings and Bushings

Lubricant properties relating to wear are not considered in the process in Table 5-1 because wear in bearings and bushings is so rarely seen as a performance issue in high voltage circuit breakers. If wear is a problem in a specific application, boundary lubricating properties of sample greases are shown in Figure 5-63.

Low Temperature Performance

Figure 5-64 shows the starting torque performance vs. low temperatures of nine synthetic greases and one petroleum grease. The torque value of 10,000 gm-cm is taken as the point at which grease becomes stiff enough to interfere with functioning of machines and mechanisms. Petroleum grease torques are higher than this number meaning that they are too stiff to function properly; most petroleum greases are at or higher than this number at about 0°F. This is not satisfactory for outdoor equipment in most of the US so petroleum greases are not recommended for circuit breaker applications.

Many synthetic greases are below 10,000 gm-cm at -40°F (-40°C) and are satisfactory candidates for selection.

Temperature ratings of PAO and ester greases below -40°F (-40°C) are usually achieved by reducing the molecular weight and viscosity of the base oil. This makes them subject to high evaporation, which shortens life of the grease and operation interval of the circuit breaker mechanism. It is recommended not to use grease with temperature rating below -40°F (-40°C) unless environmental conditions require it. This applies to grease such as KluberIsoflex Topas L32, PAO grease with lithium thickener, Mobil Beacon 325, ester grease with lithium thickener, and Aeroshell 7, ester grease with clay thickener. Refer to Figure 5-61 to see the high rate of evaporation of these greases.

Environmental Factors

Salt, chemical, high humidity and high temperature environments require specific solutions. PAO and ester greases are not usually satisfactory for these services. Fluorosilicone greases hold up well because of their chemical resistance.

High temperature ratings of greases do not mean they are intended for exposure at these temperatures for long time periods. Temperatures over about 212°F (100°C) for extended periods may require petroleum grease with a high amount of additives, for example electric motor grease. This assumes low temperature performance is not a problem. Maintenance interval will be shorter than fluorosilicone grease at lower temperature. Mobil Polyrex EM is an example of electric motor grease.

Particles are a problem in bearings for two reasons: (1) many particles are abrasive and cause wear of bearing components and (2) the dirt may be a catalyst that accelerates aging of the grease. The best solution is protection against the dirt with filters or seals on cabinets and seals on bearings. In some cases dry film coatings are a good solution. Dry film coatings are usually best applied in a service shop where parts can be thoroughly cleaned and the coating baked on.

Evaporation and Oxidation

P.M. Lugt and D.M. Pallister, SKF researchers, discuss an oil degradation model in P.M. Lugt’s book, Grease Lubrication in Rolling Bearings, 2013, ISBN978-1-118-35391-2. The model is shown in the top section of Figure 5-68. The light oil evaporates out of the grease while other parts combine with oxygen. The low molecular weight oxidates evaporate, leaving high molecular weight oil and oxidates. These go on to form sludge and varnish deposits. At this stage, the grease is stiff or hardened and has no lubricating properties.

The degradation model for fluorosilicone grease is shown in the bottom section of Figure 5-68. The fluorosilicone oil in the grease does not oxidize. The oil in the grease does evaporate over time, leading to thicker and finally gelled oil/grease. This thickened or gelled oil retains its lubricating properties.

Selection of grease with base oil that resists oxidation and evaporation is key to long, satisfactory performance.

Synthetic oils have much better oxidation characteristics than petroleum oils because of the control of these properties during manufacturing. PAO and ester oils, except for the low molecular weight oils noted in section Low Temperature Performance above have both good oxidation and good evaporation characteristics. Silicone and fluorosilicone oils used in greases have even better oxidation and evaporation properties, resulting in longer life.

Figure 5-68: Oil Degradation Model with Concurrent Oxidation and Evaporation

Thickener Characteristics

The grease thickener determines the basic properties of greases. Characteristics of various thickeners are discussed below. Material is from EPRI field observations, laboratory results and P.M. Lugt, Grease Lubrication in Rolling Bearings.

Clay thickened greases have good high temperature ratings and good fretting wear protection. Oil oxidation and separation can result in a residue of abrasive clay. Protection from corrosion is not good. Main applications are high temperature with frequent relubrication.

Lithium complex soap greases have fair to excellent oxidation stability, good water resistance and fair to excellent protection from corrosion.

Polyurea thickeners provide excellent high temperature performance, good to excellent oxidation stability and good to excellent water resistance. Protection from corrosion is poor.

PTFE (polytetrafluoropolyether) thickeners are inert and do not oxidize readily. They can be used in combination with inert base oils in aggressive environments.

For circuit breaker applications, lithium complex soap and PTFE thickeners offer good advantages for long life.

Thickeners are an important factor in compatibility, which is discussed in the next section.

Compatibility

Most compatibility problems between different greases are a result of thickener incompatibility. The chart in Figure 5-43 shows compatibility for greases. A more detailed chart showing compatibility of thickeners is in Figure 5-65.

An important result of EPRI testing was that cleaning of a bearing does not have to be perfect in order for compatibility not to be a problem. Approximately 5% of old grease can remain. The 95% new grease will overwhelm the small amount left.

Material compatibility must also be considered:

  • Silicone grease should not be used on silicone O-rings. It will soften the O-ring material over time

  • Fluorosilicone grease should not be used on aluminum parts. If exposed to water, corrosion of the aluminum parts may result.

Grease Application Technique
Figure 5-69: Phases in Grease Lubrication of Rolling Bearing

Many circuit breaker bearings do not even turn a full revolution during operation of the breaker. When oil evaporates, the remaining thickener may form hard clumps and cause slow trips.

Recommendation for circuit breaker applications: eliminate the churning phase and clumping by not packing the bearing with grease. Use a light film of grease rubbed into the surface of the bearing.

Example Selection of Lubricant

For a circuit breaker bearing, bushing or sliding surface selection, follow the process in Table 5-11 to select the proper grease.

For a selection example, assume the following conditions:

  • Low temperature in this location is not lower than -40°F (-40°C)

  • Long interval before next lubrication, low oxidation and evaporation characteristics

  • Thickener: lithium or PTFE so when oil evaporates from grease, there is no abrasive residue

  • Compatibility: bearing to be cleaned before new grease installed

  • Application: thin coating rubbed into bearing surfaces

The selection process is followed in Table 5-12. The process is like a funnel with each step either keeping the acceptable choices of the step above or narrowing the choices.

In this case, temperatures lower than -40°F (-40°C) were not required. Lower temperature rated greases were not considered because they have high evaporation characteristics as shown in Figure 5-61.

Other selection criteria are explained in the table.

For this case, the final selection: DCC3451 is best choice for long life with good performance; Mobilith SHC100 and Kluber L152 are acceptable alternate choices.

Table 5-12: Selection of Bearing Lubricant

Selection Tool for Circuit Breaker Lubrication

A software tool has been created to facilitate selection of lubricants for high voltage and medium voltage circuit breakers and associated equipment. (Circuit Breaker Lubrication Selection Tool Version 1.0 (3002005910). The tool utilizes the knowledge gained in the lubrication research described previously in an organized, user-friendly format to help utilities choose the proper lubricant for a given application.

Design of Software Tool

The elements of the software selection tool are shown in Figure 5-70. Inputs are environmental conditions and operating conditions for the devices or components that are to be lubricated. This includes surfaces on circuit breaker and associated components:

  • Ball and needle roller bearings, trip latch bearings, bushings, trip latch sliding surfaces

  • Hard to reach bearings and linkages (e.g. MV switchgear)

  • O-rings, gaskets and seals

  • Moving electric contacts

  • Electrical connections

  • Threaded fasteners

Figure 5-70: Design of Software Lubrication Selection Tool

The tool uses process logic similar to that shown in Table 5-12. Elements considered in the selection process include low temperature performance, environmental factors, evaporation, oxidation and consistency properties of various lubricants, thickener characteristics, and compatibility. Recommended application technique is given.

The output of the selection tool is a recommended lubricant with expected performance lifetime and application notes. Alternate lubricant selections are provided with reason for being alternate, expected performance lifetime and application technique.

Suitable cleaners for each type of grease will be given in a future version of the tool.

The tool can be used in reverse by specifying the grease to be used. In this case, satisfactory operating parameters are provided.

Field Guide to Circuit Breaker Lubrication

To help utility field personnel apply the appropriate lubricants for each circuit breaker component, EPRI has published a pocket reference, Field Guide: Lubrication of High Voltage Circuit Breakers: 2016 Update. EPRI, Palo Alto, CA: 2016. 3002007764.

The field guide is a practical, pocket-size reference on lubrication basics, equipment disassembly, and cleaning. It presents detailed instructions for applying lubricant to individual breaker components. Photographs illustrate good cleaning and lubrication practices. In addition, safety rules, established work practices (including an itemization of the tools and supplies required to disassemble and clean an HVCB), and environmental compliance practices are discussed.

Petroleum-based and synthetic oils, greases, and solid lubricants are covered, as are the advantages and limitations of each product family. The important distinctions between solvents and lubricants and the limited scenarios in which the application of a solvent might be acceptable are described.

The guide includes an introduction to lubrication basics and different types of lubricants, as presented earlier in this chapter. In addition, the guide includes clear, step-by-step instructions for preparation, inspection, cleaning, and applying lubricants to breaker components. Some examples of this material are presented below.

Preparation and Planning

Safety

While lubricating, adhere to all safety rules, established work practices, and environmental compliance practices including:

  • Clear the circuit breaker from the high-voltage system.

  • Remove all sources of electric energy.

  • Remove all sources of stored mechanical energy, e.g. air pressure, hydraulic pressure and spring tension.

  • Wear appropriate Personal Protective Equipment.

  • When using any solvent, follow the Material Safety Data Sheet (pictured). Without proper safeguards, prolonged exposure may be detrimental to health.

  • Always read the container labels to determine flammability and other hazards.

  • Refer to product data sheets.

Comply with your country’s relevant safety and health standards and utility procedures, such as those of the U.S. Occupational Safety and Health Administration and the UK Control of Substances Hazardous to Health.

Tools and Work Area

In addition to the tools required for disassembly (see picture), the following should be provided specifically for lubrication:

  • Suitable flat work surface such as table or bench

  • Non-metallic scouring pads (coarse, medium, and fine)

  • Dry, clean cloth or wipers

  • Personal protection equipment

  • Oil-absorbent pads

  • Plastic spray bottles

  • A roll of plastic to cover the work area

  • Solvent: denatured alcohol, mineral spirits or silicone cleaner

  • A high-efficiency, particulate-air vacuum

  • A blower

  • Lubricants that are appropriate

  • Small brushes to apply grease lubricants

  • Work area protected against inclement weather

  • Trash bags and a work area prepared for proper disposal and waste management

Figure 5-71: Tool Layout
Correct Lubricants, Penetrants and Cleaners for Each Application
  • Penetrants for parts corroded and frozen in place

  • Cleaners for lubricants contaminated or unknown

  • Oils for hard to reach surfaces or temporary/emergency situations

  • Rolling element and sleeve/bushing bearings

  • Sliding surfaces such as cams, gears, chains

  • O-rings, gaskets, seals

  • Electrical moving contacts

  • Fastener threads

  • Electrical bolted contacts

Figure 5-72: Example of a Kit of Lubricants with Colors and Numbers Coded to Applications
Lubrication versus Rejuvenation

Lubrication involves completely removing the original lubricant, cleaning the component, and reapplying correct lubricant. Lubrication entails the following:

  • For roller needle and ball bearings, it requires complete disassembly. Replacement of bearings with proper grease may be more practical than cleaning in the field.

  • For sleeve-type bushings, remove pin/shaft.

  • For latch faces, disassembly is usually not required if the components can be inspected, cleaned, and relubricated.

  • For chains, best practice: remove chain, immerse in solvent to completely remove old grease, dry, and immerse in oil.

Rejuvenation is an attempt to replace evaporated oils from the original grease without major disassembly: it is generally a short-term measure that does not substitute for disassembly and relubrication. An exception: there is evidence that fluorosilicone grease may be successfully rejuvenated with fluorosilicone oil.

Rejuvenation raises oil and grease compatibility issues (see “Oil Compatibility” and “Grease Compatibility”).

Inspection and Diagnosis

Before cleaning and lubricating components, examine the condition of the existing lubricant. Is it dry, hard, waxy, separated, or discolored?

The following figure shows an example of lubricant that is hardened and discolored. It needs to be completely cleaned off and new lubricant applied.

Information on lubricant condition provides important clues about long-term performance and maintenance practices. The lubricant in this bearing dried to this condition in eight years.

  • The grease was selected for cold weather characteristics. If grease is made with low viscosity oil, shorter service intervals may result because of high evaporation.

  • No oil remained in the grease thickener – it had oxidized or evaporated. Note the bearing is “packed” with grease. When it dried, the grease locked the bearing – it was immovable. Better practice is to brush on or rub a thin coating of grease into the bearing surfaces.

  • Rapid oxidation may be caused by high temperatures in the mechanism cabinet

Figure 5-73: Bearing with Dry, Hardened Discolored Grease

Figure 5-74 shows dry, flaky, discolored caulk, which acted as a weather seal. The sealant was in the joint between the flanges. This caulk has failed—it needs to be removed, the component cleaned, and new caulk applied.

Recommended caulk is silicone rubber room temperature vulcanizing (RTV) caulk.

The following guidelines should be observed when removing old caulk:

  • Never use metal tools, such as scrapers or screwdrivers.

  • A brass brush can be used on threads to remove debris.

  • Always spray the surface with solvent before using non-metallic scouring pads.

Figure 5-74: Failed Caulk: Dry, Flaky and Discolored
Cleaning / Removal

Use a solvent to clean off old lubricant and sealant. For most equipment, mineral spirits, kerosene, silicone cleaner and isopropyl alcohol are effective solvents. Synthetic grease and sealant may require acetone or a manufacturer-specified solvent.

For hard grease deposits, soak the component in solvent and use a soft brush to loosen the deposits. The component may also be shaken in a container of clean solvent to wash out old grease deposits.

As a precaution, do not use a metal object (such as a screwdriver) to loosen grease deposits. Use a soft brush instead. Also, do not handle clean components with bare hands—skin oils are acidic and will damage surfaces. Wear hand protection.

After removing all of the old lubricant, air-dry the component or blow-dry it with clean, dry, compressed air/nitrogen. If using compressed air, do not stir up dust that might be deposited on the component surface.

Figure 5-75: Cleaned Flange has a Mirror Finish
Inspect After Cleaning

After cleaning and drying, inspect the surfaces to be lubricated to be sure that the component is not damaged and is in good working order.

If the component is undamaged, lubricate it as soon as possible using the lubrication procedures and lubricants described in the following sections.

Applying Lubricants

When applying lubricants, observe the following general guidelines:

  • Use a clean work area. Always place parts on a protected surface; the smallest particle can cause damage.

  • New parts come with a protective coating that must be removed before lubricant can be applied.

  • More is not better. Over lubrication is as harmful as no lubrication. For most components, a thin film of lubricant is sufficient.

  • Knead small grease tubes before opening. Stir oil in larger tubes and cans. This remixes oil that has separated from the base of the grease.

  • Rub grease into the surface of the part with a clean dry cloth, gloved finger or a brush. The grease must be ingrained in the surface of the bearing to be effective.

  • If the grease or oil has molybdenum disulfide (moly) in it, operate the mechanism or move the part back and forth while the lubricant is fresh to burnish the moly into the surface of the bearing.

Figure 5-76: Apply grease sparingly and evenly on rollers, bushings and pins. Brush or rub it into the surfaces.

Grease Compatibility

Different types of grease use different types of thickeners that might not be compatible with each other. Applying one type of grease over another might cause reduction of lubricating properties, including accelerated drying out of the grease and gumming up of moving components.

Figure 5-77: Signs of Grease Incompatibility: color change, phase separation, grainy texture, and stiffness

It is always best to clean the old grease completely before applying new grease.

When this is impossible or impractical, care must be taken to ensure that new grease is compatible with the old grease. The following chart provides an example of the type of compatibility information that is available.

Note: Charts such as the one below are for general guidance only. Manufacturers and suppliers should be contacted with specific questions.

Figure 5-78: Grease Compatibility: an example of the type of compatibility information that is available

Lubricating Components

Trip Latches and Trip Bearings

Trip latches and trip bearings are critical components that are particularly susceptible to cause operation failures from hardened lubricants or improper lubrication. The proper operation of the triplatch and associated bearings is essential for the timely opening of the breaker.

As the breaker is driven to the closed position, the energy for opening is stored, in most cases, by compressing springs. The trip latch provides the means to hold the stored energy. The trip latch includes a trip arm biased by a spring to pivot in a given direction about a trip arm pivot.

Trip mechanisms vary in the force available to actuate the latch and pivot systems. Use grease rated NLGI 2 or lower for smaller, lower operating force systems.

Figure 5-79: AA10 trip-latch mechanism (Diamonds show spots to lubricate)
Trip Latch Lubrication

To properly clean the latching mechanism, use denatured alcohol or mineral spirits if petroleum grease is to be removed. Use acetone or silicone cleaner if synthetic grease is to be removed. No cleaners work on all greases.

To properly clean the electromechanical portions of the device, use an approved electric cleaner.

The recommended lubricant for each of these applications is a light film of grease that remains pliable in the coldest temperature conditions anticipated inside the mechanism cabinet.

Bearings

Ball/Roller/Taper Bearings

Bearings are typically lubricated with grease during manufacture and when overhauled after many years in service. They are normally sealed with a separate oil seal or integral oil seal.

If the bearing has a separate oil seal on both sides, the bearing cannot have grease added because the old grease has nowhere to go. However, the bearing oil seal and bearing can be removed (always fit a new oil seal), the old grease can be cleaned out, and the bearing can be lubricated with new grease. When it proves to be extremely difficult to remove the bearing, the old grease can be removed with rags and solvent. New grease can be applied if it is compatible with the existing grease. This should be done only when there is no apparent wear within the bearing.

Apply a light coat of new grease by rubbing into the bearing surfaces with a brush. Do not pack the bearing with grease.

Rolling-Element Bearings

Follow these guidelines and safety precautions when cleaning rolling-element bearings:

  • Remove bearing from assembly and remove the old grease with a company-approved solvent.

  • Soak in solvent if necessary to loosen hard grease deposits. Use a soft brush (never a metal tool) to speed the cleaning process.

  • Dry as quickly as possible: air-dry or use compressed air.

  • Do not spin clean bearings. Spinning ungreased bearings can cause scratches and lead to problems.

  • Do not handle clean bearings with bare hands. Skin oils are acidic and can cause corrosion. Wear proper hand protection.

Figure 5-80: Application of rolling element bearings

Needle Roller Bearings

In needle bearings, the roller is a cylinder; the contact between the inner and outer race is not a point, but a line. This spreads the load over a larger area, allowing the bearing to handle a much greater load than a ball bearing.

Use a light film of grease rubbed or brushed in rather than packing the bearing.

Figure 5-81: Application of rolling element bearings
Needle Roller Bearing

Plain Bearing/Bushings

A plain bearing or bushing is a sleeve with a pin or shaft rotating inside. The surface of the bushing might be self-lubricating, but it is more likely that it will require lubrication (especially in older equipment). There might be a grease nipple going into the bearing and a groove cut within the bearing to allow grease to flow around it.

If there is no sign of a lubrication point, the best method will be to remove the pin or shaft, clean both surfaces, and brush a light film of grease into the bearing surfaces.

In general, spray lubricants are not effective for long-term lubrication.

Figure 5-82: Bushing and Shaft Lubrication
O-Rings

Cleaning

Clean the metal surface with a coarse non-metallic scouring pad moistened with denatured alcohol or mineral spirits.

Follow up with a fine non-metallic scouring pad moistened with denatured alcohol or mineral spirits. Go over the area with a clean cloth moistened with denatured alcohol or mineral spirits.

The process is the same for all noncontact surfaces: first a coarse pad, then a fine one, then a clean cloth. An added measure would be to vacuum the areas after cleaning and before applying the grease.

Figure 5-83: Cleaning with a non-metallic scouring pad

Lubrication

Follow in-house policies concerning the lubrication of O-rings.

Apply a thin film of lubricant to the O-ring. There should be only sheen of lubricant on the surface.

Possible incompatibility

Do not use silicone lubricants with silicone gaskets and silicone O-rings. This may result in deterioration of the gasket or O-ring material. Silicone gasket material can usually be identified by red or blue color.

Fluorosilicone lubricants are satisfactory for all gasket and O-ring materials.

Figure 5-84: Apply a thin film of lubricant to O-rings

Lubrication Sequence

Observe the following sequence when lubricating an O-ring or seal:

  1. Apply lubricant to the O-ring.

  2. Gently place the O-ring into the groove.

  3. Make sure that the O-ring is properly seated in the groove.

  4. Wipe off excess lubricant.

Note: If in-house policy is to install O-rings without lubrication, follow steps 2 and 3 only.

Figure 5-85: Wear protective gloves while placing O-rings

Conclusions and Recommendations

The selection and application of lubricants to medium voltage and high voltage circuit breakers requires special attention because of expectation of long life, often outdoor service conditions, limited motion of components, and extended intervals between operations of mechanisms.

Many tests were done to develop correct selection and application criteria. These investigations were done in parallel with field observations of circuit breakers, interviews with utility maintenance and management, examination of lubricant manufacturers’ product information, and review of technical papers.

The fundamental research on the lubrication portion of lifecycle management of high voltage and medium voltage circuit breakers has concluded. Follow-up laboratory tests and simulator tests are ongoing. Mechanism tests and tests on known aged greases have begun to prove the research conclusions. More mechanisms tests are being added.

Results of continuing long-term oven tests, mechanism tests, and field trials will be added in a later version of this document. Additional selection process procedures for electrical contacts and other components also will be added.

Recommendations

Understanding of selection criteria and application techniques have come far, but are not complete. Suggestions for the project include:

  • Continue long-term mechanism testing

  • Continue tests on known aged greases

  • Continue long term oven tests

  • Continue utility dialog to better understand field application issues

1.6 - Chapter 6 - Pump and Compressor Maintenance

Introduction

This chapter presents interim results of work conducted as part of EPRI’s high voltage circuit breaker life management program and documents the initial results of investigations of issues concerning transmission class circuit breaker pump and compressor maintenance and possible improvements in materials and practices that could improve maintenance effectiveness.

Historically, high voltage circuit breaker maintenance has been based on service time and, to a lesser extent, operations count. Such an approach has served the industry well but recent concerns, such as aging infrastructure, limited maintenance resources, and increased demand for service reliability, have prompted maintenance and asset managers to investigate possible maintenance improvements. Understanding the aging of high voltage circuit breaker subsystems and components is a necessary step in fashioning better maintenance programs.

The major components of power circuit breakers deteriorate primarily as a function of the breaker’s service duty. Mechanism performance is determined predominantly by the number of breaker operations, types of lubricants and intervals between lubrication. Interrupter wear is driven by the accumulated interrupting current. The deterioration of other circuit breaker components, such as seals, depends most on the passage of time. In contrast, wear-out rates of circuit breaker pumps and compressors depend on both circuit breaker service duty and the passage of time. Both pumps and compressors will be called upon to operate more frequently if the breaker operates more. However, both will still need to operate to maintain required pressures even if the breaker itself does not open. Furthermore, the pump and compressor lubricants will age simply as a function time and environment.

The rate of aging and the end-of-life are not well defined for these components yet their proper operation is vital for reliable breaker service. The original specifications and maintenance recommendations for these components may have been adequate at breaker installation. However, utilities are extending maintenance intervals and, especially for older breakers, new components and practices may offer advantages. This report presents the initial results of work to investigate and better understand the issues related to circuit breaker pump and compressor maintenance requirements and to develop appropriate maintenance recommendations that will assist utilities in most effectively utilizing their maintenance resources.

Project Objectives

The life cycle performance of a high voltage circuit breaker is, to a large degree, determined by the performance of the materials and components that make up the complete breaker. The rates of deterioration of components such as compressors, pumps, seals, linkages and interrupter elements drive the requirements for circuit breaker maintenance and refurbishment. Compressor and pump selection, application and aging are areas where improved knowledge could mitigate circuit breaker component wear and thereby reduce the need or change the schedule for maintenance and/or refurbishment.

The objectives for this project are to define and quantify high voltage circuit breaker compressor and hydraulic pump technical issues as related to scheduled and unscheduled maintenance, define existing field maintenance practices, identify best practices, and propose low risk opportunities to extend maintenance intervals. The work tests and analyzes commonly used air compressors and hydraulic pumps to determine failure modes, lifetime estimates and opportunities for improvement.

Background

A brief discussion about the applications of the pumps and compressors of interest is in order. The following section is adopted from Life Extension Guidelines for High Voltage Circuit Breakers. EPRI. Palo Alto, CA: 1021897. 2011.

A power circuit breaker is a device for making, maintaining, and interrupting an electrical circuit between separable contacts under both load and fault current conditions. Operating mechanisms provide the power to enable the interrupter to perform the mechanical closing and opening, and hence the electrical making and breaking, functions of circuit breakers. On some designs, energy from the closing operation is stored in the mechanism for the next opening operation, such as charging opening springs during the closing operation. Other designs make use of stored energy from a single source for opening as well as closing. There are four types of mechanisms used in transmission class circuit breakers:

  1. Solenoid mechanisms

  2. Spring mechanisms

  3. Pneumatic mechanisms

  4. Hydraulic mechanisms

This work is primarily directed at the pumps and compressors used in the last two listed mechanism types.

Pneumatic Mechanisms

A pneumatic mechanism uses compressed air for the energy source to close and, dependent on the design, open the circuit-breaker. The mechanism is supplied with air from an air receiver tank. This tank is the energy storage reservoir and is charged by the compressed air usually supplied from a local air-compressor. The reservoir normally contains enough stored air to complete several successful close-open cycle operations. To close the circuit breaker, pressurized air is directed under the mechanism main piston by means of a solenoid operated closing control valve. Dependent on the design, the circuit breaker may be opened pneumatically or by a spring that is charged during the closing operation. Typical air system operating pressures range from those for mechanisms for bulk oil and two-pressure SF6 circuit breakers that are at 1.03 MPa to 2.76 MPa (150 psig to 400 psig), up to 3 MPa to 25.5 MPa (450 psig to 3700 psig) for the range of air-blast circuit breakers. Where used for the early designs of single-pressure SF6 the operating pressure is typically from 2.0 MPa to 3.0 MPa (300 psig to 450 psig). See Figure 2-1 for a simplified flow diagram.

Most compressors used in high voltage circuit breakers are air-cooled light duty reciprocating designs such as found at gas stations and light industrial applications. They do not incorporate any method to create even cylinder and head cooling such as a water jacket or a method to reduce side pressure on the pistons-cylinders-rings such as a cross-head. The air-cooled units used to provide high pressure air for air-blast circuit breakers do have a pseudo-cross head to reduce side thrusts on the pistons, but this is only marginally effective.

Figure 6-1: Diagram of a Pneumatic System

Hydraulic Mechanisms

Hydraulic mechanisms act in a manner similar to pneumatic designs. The circuit breaker is closed by the hydraulic system. On bulk oil and double-pressure SF6 circuit breaker types the interrupters are usually opened by a spring. Where used on single-pressure SF6, both closing and opening is by the hydraulic system. In all types the hydraulic system utilizes an energy store within an accumulator. The pressure on the hydraulic oil is maintained by compressing nitrogen to 20.7 MPa to 34.5 MPa (3000 psig to 5000 psig) or by compressing a spring mounted behind a piston. On some designs the nitrogen is contained within a bag held within the accumulator (as illustrated in Figure 6-2), in others the accumulator is divided by a free-piston that separates the oil from the nitrogen. This piston is free to move with the changing pressure conditions within the accumulator. These mechanisms are capable of providing the circuit breaker with very short interrupting times. As with pneumatic mechanisms, sufficient energy can be stored to allow multiple open-close cycles without the pump running. See Figure 6-2 for a sample flow diagram.

Figure 6-2: Diagram of a Hydraulic System

Design Issues

There is a large population of legacy circuit breakers in operation throughout the industry. These breaker types - oil and two-pressure SF6 gas circuit breakers and air blast circuit breakers - were installed during the major build-out of the power system that occurred from the late 1960’s to the 1980’s. Because of their large numbers, extensive replacement would be costly and most are expected to remain in operation for many more years. Even many of the second generation single pressure SF6 gas breakers utilize designs that are 25 years old. There has been little updating of designs or materials. Consequently, the specifications for the pumps and compressors and the lubricants used in these breakers do not reflect today’s engineering knowledge. Also, circuit breaker suppliers concentrate more on new breaker designs.

The circuit breaker market is small relative to other pump, compressor and lubricant user markets. Therefore, these products were not designed for this specialized application and few pump or compressor suppliers are familiar with the service duty and maintenance intervals common in utility circuit breaker applications. Consequently, the expected service life of many pumps and compressors will not accommodate the maintenance intervals desired by many utility managers.

Many high voltage circuit breaker hydraulic and pneumatic systems require major disassembly to maintain properly. Consequently, labor costs can be high. In addition, with the retirement of many experienced workers, utilities may not always have the desired level of expertise and skill sets available.

Based on the above, it is clear that compressor and pump selection, application and aging are areas where improved knowledge could mitigate circuit breaker component wear and thereby reduce the need or change the schedule for maintenance and/or refurbishment. Confidence would be gained to extend maintenance intervals without affecting circuit breaker reliability or availability.

Interim Results

There were three primary tasks in this phase of the work:

  • Assessment of current utility compressor and pump maintenance practices

  • Review and analysis of utility supplied parts and materials removed from perating breakers

  • Bench testing of representative pumps and compressors

Maintenance Practices

A number of selected utility personnel were interviewed to establish baseline practices and identify related procedural and operational issues. These included maintenance group leaders, mechanics, equipment specialists, and maintenance engineers, managers and directors.

Tasks included:

  • Gather information about current practices for lubrication of compressors and hydraulic pumps

  • Collect and analyze samples to determine degradation and effective life

  • Review maintenance records

  • Establish data base to determine patterns

  • Develop best practices recommendations for maintenance and new breaker specifications

Assessment of Maintenance Practices

Work crews are often assigned to maintenance tasks involving many types of equipment. This does not permit the development of expertise and sense of “ownership” of specific equipment for major overhauls. When dedicated work crews are not possible, a preferred practice that some utilities have adopted is the concept of equipment specialists who do obtain a level of expertise and lead the work crew in its activities.

The air compressors used in many circuit breakers are designed for periodic inspection, often weekly, to check oil level, drive belt tension and general operating condition. However, priorities and resource limits may interfere with normal schedules, causing long delays that sometimes result in failure of the compressors or other peripheral equipment. There is a need for longer life lubricants to match the present realities of substation equipment maintenance intervals.

Maintenance practices vary widely, even within many utilities. As an example, the type of lubricant used in compressors and other equipment has a significant impact on maintenance intervals and equipment life for reasons described below. Regional operations groups and sometimes individual work crews decide what lubricants will be used. A preferred practice is the use of utility-wide standards. This promotes feedback and upgrading of the standards over time.

The problems associated with moisture in air systems are masked by other maintenance items such as delayed first trip. Draining air receivers is a mundane task and sometimes not done. The impacts on air receivers and control and blast valves are described in the “Moisture-related failures in the air system” section below.

The job of maintenance may be perceived as fix the problem, get the systems working again. This encourages repeat component failures rather than a search for better solutions. A database of problems is the first step toward the solutions.

Inspection and Analysis of Utility Supplied Components

Two compressors were inspected and a number of compressor oils sampled as part of this project. The inspected compressors were an Emglo Jenny single-stage unit and a Westinghouse 1YC-1-2 two-stage unit.

Neither of the two compressors inspected had oil filters. Observations indicate that both compressors had:

  • Relatively low hours of operation based on the amount of wear of rings and other parts

  • Reached end of normal operational performance because of significant carbon build-up on the discharge valves or sludge in crankcase oil

  • Petroleum-based oil in the crankcase

Below are failure analyses based on the compressors returned for inspection and other field experience.

A large number of small compressors used on circuit breakers are single stage units with discharge pressures up to 210 psig. Temperature management is a key design parameter for long life of lubricating oils and parts in these units. This applies to multi-stage units as well as the single stage unit discussed in this section.

If all the heat of compression is retained in the cylinder, called adiabatic compression, the discharge temperature is calculated using the formula:

TDischarge = TInlet(pDischarge / pInlet) (∂\ –\ 1)\ /\ ∂

where ∂ is the ratio of specific heats at constant pressure and constant volume. For air in a temperate climate, ∂ is approximately 1.4. Absolute values are used for temperatures and pressures.

Using 68o F inlet temperature and 210 psig discharge pressure, discharge temperature is calculated to be almost 700°F. Actual discharge temperatures are much lower because small cylinder size, good cooling and short running time allow rejection of enough heat to avoid high discharge temperature, oil oxidation and consequent oil failure. However, some compressors are better at this than others. Well-designed units have discharge temperatures in the range of 200ºF. Compounding the temperature problem, these units were designed with manufacturer expectations of oil changes in regular rather short intervals, often measured in several hundred hours of operation or multiple changes per year. This is usually not a realistic service expectation for high voltage circuit breaker applications.

The Emglo Jenny compressor is an example of a design where temperatures are not controlled well. This unit generally runs hot with temperatures in the range of 300ºF at the pressures of this service application. These high temperatures oxidize the oil. This results in carbon build-up on the discharge valves, causing valve failures, carbon deposits in heat exchangers, which cause even higher temperatures, and loss of lubricating properties in the oil, causing piston, piston ring and other wear.

The oil of the compressor shown in Figure 6-3 had about 10% diester-base synthetic oil and 90% petroleum-base oil. This probably indicates that at some time synthetic oil was used that was later drained and replaced with petroleum-base oil. These particular oils are compatible so the mixture of oils is not a root cause of the problem.

Figure 6-3: Emglo Jenny Compressor Example
Initial Conclusions

Change the Emglo Jenny to a different single stage compressor if there are problems with repeated failures.

Alternately, use a two stage compressor on this service where size in the breaker cabinet permits substitution. With the same discharge pressure and inlet temperature as above and the work of compression split evenly between the stages, the adiabatic discharge temperature is calculated to be 350°F. Actual temperatures are in the range of 170°F to 200°F because of good cylinder cooling. This significant reduction in temperature results in much longer oil life and compressor operating life.

Both petroleum and synthetic oils used in compressor applications break down over time in the presence of moisture through the process called hydrolysis. The breakdown results in a thick sludge with poor lubricating properties.

Oil in this Westinghouse 1YC-1-2 compressor was not changed at the proper interval and turned to sludge. Lack of lubrication caused this compressor to fail, breaking into pieces. See Figure 6-4.

Figure 6-4: Lack of Lubrication Caused This Compressor to Fail

The petroleum oil in the crankcase of the Westinghouse 1YC-1-2 inspected compressor had turned to a thick sludge indicating that it may not have been changed for some years. The water content was very high at 11,831 PPM. This may be an artifact of the oil absorbing moisture as it breaks-down. The particle count was extremely high in all particle sizes, again likely a part of the hydrolysis process. See Figure 6-5 for a photograph of sludge taken from the compressor crankcase.

Figure 6-5: Petroleum Oil Turned to Sludge
Initial Conclusions

Synthetic diester oils such as Chemlube 501 or Dow Corning L-4611 are preferred for use in circuit breaker compressor applications. They have been tested extensively and are good choices at this time. They have higher oxidation temperatures and lower carbon tendency. There are a number of other suppliers of synthetic oil that are probably as good. The synthetic oils last about twice as long as petroleum oils in this service.

Example of Synthetic Diester Oil Deterioration Due to Moisture (Hydrolysis)

The following diester base synthetic oil was approximately 10-years old. The four-stage compressor had very low running hours. Laboratory analysis indicated that hydrolysis had broken down the oil into some of its original constituents.

Microscope pictures of the breakdown of synthetic oil with crystals and coking products are shown in Figure 6-6 and Figure 6-7. The crystals are phthalate anhydride. The sludge is predominately phthalate anhydride and phthalic acid, common breakdown products of the phthalate ester oils used in compressors.

Figure 6-6: Breakdown of Synthetic Diester Oil Showing Phthalic Anhydride Crystals
Figure 6-7: Breakdown of Same Synthetic Diester Oil Showing Coking
Initial Conclusions

Use synthetic oils in circuit breaker compressor applications as noted above. They have better resistance to hydrolysis as well as oxidation. However, they break down with time and moisture just as petroleum oils do, and must be periodically changed.

Compressor failures due to lack of oil are common. Smaller compressors used in some oil circuit breakers are built with crankcases that hold little oil, sometimes only six-ounces. An example is the Keystone compressor commonly used in GE FK oil circuit breakers. See Figure 6-8. This small oil capacity is usually not enough to last even a year, which for some utilities is the shortest maintenance period.

Initial Conclusions

During regular maintenance, replace the Keystone compressors with compressors having at least twelve ounce capacity crankcases.

Figure 6-8: Keystone Compressor Mounted in Top of GE FK Mechanism Cabinet
Oil Compatibility

Adding oil that is not compatible with the oil already in the compressor is one cause of sludge, which decreases lubricating qualities of the oil and might block oil lines, separators, and the oil filter.

Petroleum

Diester

Olefin

Glycol

Petroleum C C C I
Diester C C C C
Olefin C C C I
Glycol I C I C

Oil compatibility chart

C = compatible I = incompatible

Source: Gene Finner, Dow Corning Corp., 2010

Petroleum

Diester

Olefin

Glycol

Petroleum C C C I
Diester C C C C
Olefin C C C I
Glycol I C I C

Oil compatibility chart

C = compatible I = incompatible

Source: Gene Finner, Dow Corning Corp., 2010

Petroleum

Diester

Olefin

Glycol

Petroleum C C C I
Diester C C C C
Olefin C C C I
Glycol I C I C

Oil compatibility chart

C = compatible I = incompatible

Source: Gene Finner, Dow Corning Corp., 2010

For incompatible oils, flush first: the procedure is to drain old oil, replace with new oil, run for short time until compressor is hot, drain oil, add new oil.

SF6 Gas Compressors

Use oil in the crankcase that resists absorption of the SF6 gas. Absorption of SF6 gas reduces the viscosity and the lubricating ability of the oil. A polyalkylene glycol oil (PAG) is often used in this application.

The air leaving the discharge of all commonly used air compressors except the 2000 psi (13.8 MPa) units used on General Electric ATB air blast circuit breakers is saturated with moisture at discharge pressure and temperature. (The GE ATB units cited have a desiccant dryer on the discharge of the compressor.)

Compression of air from atmospheric pressure is a natural method of moisture removal. When the discharge temperature of the compressed air cools to ambient in the air lines and the air receiver, the moisture carrying capacity of the air is reduced to the same proportion that the volume is reduced through compression. As an example, air compressed to 150 psig when cooled to ambient will hold about 9% (i.e. 14.7 x 100 / (150 + 14.7) of the moisture that air at ambient temperature and atmospheric pressure will hold.

The result of the air cooling is that moisture drops out of the air and into the breaker pneumatic system. Much of this moisture is captured in air receivers, though some does carryover into the air system. The receivers are to be periodically drained. This does not always occur. Also, the protective coating on the inside of many of the older air receivers is no longer effective, resulting in rust formation. Some of the ultimate effects of these issues are:

  • Air receivers rust through and must be replaced. The rust hole in the GE FK receiver in Figure 6-9 caused an unplanned outage of this breaker.

  • Moisture or rust is carried over into operating parts such as blast valves and control valves. This can cause delayed trips, unplanned outages and maintenance cost. An example of rust in an HVB breaker receiver tank in shown in Figure 6-10. The rust locked-up the blast valve so the breaker could not trip. The blast valve is shown in Figure 6-11.

Inspection of the interior surfaces of air receivers and ferrous material parts is notably missing from circuit breaker instruction books.

Figure 6-9: Rust Hole in GE FK Air Receiver
Figure 6-10: Rust Found in HVB Receiver Tank
Figure 6-11: Rust in the Same HVB Circuit Breaker Blast Valve
Initial Conclusions
  • Inspect the interiors of older air receivers and other cast iron and steel internal surfaces during major circuit breaker overhauls.

  • If rust is found, surfaces should be cleaned, usually by bead blasting. Air receivers with severe rust should be replaced. On services where moisture is a problem and operational reliability is critical, add an air dryer to the system.

Bench Testing

Compressor technical issues were defined and quantified. These included theoretical and analytical expectations of performance of compressors and oils. Based on these, protocols for testing selected compressors were developed and implemented. These tests are for life of parts and life of oils based on oxidation characteristics. The tests do not characterize sludging tendency of the oils.

Two four-stage 3700 psi and two single stage 210 psi compressors were tested. These represent the higher pressure and temperature stressed units seen in high voltage circuit breaker applications. They were tested to component failure, rebuilt and retested again multiple times.

Technical Issues

Life of lubricating oils is rated in hours of operation, which is determined by a number of factors. A primary factor for compressors is discharge temperature. Some typical numbers used by manufacturers for synthetic oils are in Table 6-1.

Table 6-1: Oil Life in Hours Operation at Various Discharge Temperatures

Temperature ºF (ºC)

Polyalphaolefin Oil
Hours Operation

Diester Oil
Hours Operation

Polyol ester Oil
Hours Operation

180-190 (82-88)

8000

8000

12000

190-200 (88-93)

6000

8000

11000

200-210 (93-99)

4000

6000

10000

210-220 (99-104)

2000

4000

9000

High discharge temperature accelerates oxidation. Oxidation is the primary mechanism of compressor lubricant degradation. The lubricating oil combines chemically with oxygen causing an increase in acid number and viscosity, formation of sludge and varnish, and depletion of additives. The graph in Figure 6-12 of the diester oil data shows how important cooling is to the life of oil. Above 200°F, oil life decreases rapidly.

Temperatures were taken at locations on the compressors according to the standard test profile used at FirstPower. A copy of one of the profiles with actual temperatures recorded during testing is shown in Figure 6-13. The circled letters are discharge valve areas for each stage. Note that some of the cylinder wall temperatures were higher than the valve area temperatures.

Figure 6-12: Oil Life of Diester Oil in Hours of Compressor Operation vs. Temperature
Figure 6-13: Profile of Four-Stage Compressor Showing Locations Where Temperatures Were Recorded

For the four stage compressors, if work were split evenly among the four stages, the compression ratio of each stage would be the same. For 14.7 psia inlet pressure and 3715 psia discharge pressure, the compression ratio for each stage is:

CR = (3715/14.7)0.25 ≈ 4.0

For design and manufacturing reasons, work is seldom split evenly between the stages. Table 6-2 shows the variations of sample actual discharge pressures and temperatures of each stage vs. the discharge pressure and adiabatic temperature of each stage when work is split evenly between the stages. The actual discharge temperatures are lower than the adiabatic temperatures because heat is rejected from the cylinders to the adjoining air.

Table 6-2: Actual and Theoretical Values of Interstage and Discharge Pressures and Adiabatic Temperatures for 3700 psi Compressors

Stage

Sample Actual Values: Unit 1, 3-5-09

Theoretical Values

Pressure, psig

Temperature °F

Pressure, psig

Temperature °F

1

55

259

44

357

2

380

249

220

446

3

1200

242

920

447

4

3700

225

3700

447

The actual temperatures and pressures in Table 6-2 were taken during the tests of the compressor mounted in a field enclosure. It is evident that these compressors were designed to have temperatures significantly above the 200F maximum recommended by oil manufacturers for good life of commonly used compressor oils. This is the reason that recommended oil change intervals for circuit breaker compressors are much shorter than the oil life claimed by oil manufacturers.

Test Protocol

The following compressor test protocol was used:

  • Purpose: Test compressors with standard lubricants and parts to determine the limiting factors of maintenance intervals of this equipment when used in circuit breaker service.

  • Test the following compressors using our standard synthetic oils.

    • Two 3700 psi compressors, one in a standard enclosure typical of field installations, one with no enclosure.

    • Two CircuitAir 210 compressors. These are replacement units for Keystone compressors supplied with many breakers such as the GE Model FK. They have larger crankcase oil capacity. Both were tested with no enclosures.

  • Periodically analyze the oils for particle count and other characteristics in order to begin a data base to determine if compressor condition can be known by oil testing. Observe and note wear patterns of parts.

Test plan:

  • Compressors: rebuild and break in with standard procedures

  • Using plastic containers take oil samples periodically and send the labeled containers to the test lab. Oil samples are to be taken at the start of testing and every 500 hours.

  • Check the valves and other parts periodically based on experience. Keep records of pressures and temperatures at standard test points, wear and failure indications, and oil usage. Take photos of any failed parts.

  • Extend the crankcase oil-holding capacity of single stage compressors by using a modified Trico or other type oiler.

  • Expand the test plan with other lubricants, parts designs and parts materials if discussion and testing indicate that extended maintenance intervals can be obtained.

Test Results

High Pressure Compressors

The two high pressure compressors tested were Worthington V2A4 four-stage units operating at 3700 psi. They are air-cooled with interstage coolers and an after cooler that returned air temperature to approximately 60°F higher than ambient temperature. Oil pumps circulate oil through an automotive-type oil filter before forcing it through the crankshaft bearings and to the cylinders. The oil aids in cylinder cooling as well as providing lubrication. The high pressure compressor test stands are shown in Figure 6-14.

The units were situated in close proximity to each other. One had a standard field enclosure; the other was mounted on its standard baseplate and open to the ambient air. There was no consistent difference between temperatures of the compressor in the enclosure vs. temperatures of the compressor open to the ambient temperatures of the test room.

Records were kept of oil consumption, oil sampling and parts used as shown in Table 6-3. Oil consumption for both compressors was between 100 and 125 hours operation per quart of oil.

Figure 6-14: Profile of Four-Stage Compressor Showing Locations Where Temperatures Were Recorded

The first oil tested in both compressors was Chemlube 501, diester-base synthetic oil manufactured by Ultrachem Inc. This is one of several oils that have been life tested in the FirstPower Group test facility over a number of years. It is preferred because no petroleum oils are used as additives. The petroleum oils may lead to early sludging.

It can be observed in Table 6-3 that air blow-by past the piston rings increases as oil level drops and is re-established at a lower level when oil is added. This continues until failure of parts associated with end of oil life.

The manufacturer rates life of diester oil for 8000 hours in reciprocating compressor crankcases. Our testing found the diester-base oil to reach end of lubricating life in approximately 3000 hours on both compressors. The yellow-brown varnish formed on the high pressure piston rod shown in Figure 6-15 is evidence of the oil reaching end of life.

Table 6-3: Compressor Test Data –Worthington V2A4 Four Stage 3700 psi Test Stand 1
Date Hours Oil Changed Shells or Strout Blow-by Comments
10/27/2008 0 501 Started test 25LS/10HS Ambient temperature 75F, oil pressure 51 psi, Hour meter O. Infra red readings normal
11/17/2008 522 Removed 1-qt for analysis
12/1/2008 725 Added 4-qts 1st stage valve strip failed Mansfield Graphics valve strips failed. Reinstalled new valve strips (Mesdor , psi), resumed
12/16/2008 1120 Removed 1-qt for analysis
12/22/2008 Added 4-qts Total 22 Install field enclosure
12/29/2008 Removed 1-qt for analysis 20LS/40HS
1/8/2009 1618 Added 4-qts Replace leaking flange gaskets
1/29/2009 2158 Added 5-qts Total 30
2/28/2009 2878 Added 8-qts
3/5/2009 2848 Infrared readings normal
3/9/2009 2938 Added 3-qts 22LS/50HS Rehoned cylinders both stages, Varnish build up on the 4" stage piston
3/10/2009 Total 45 Resumed testing; oil consumption all stages
3/30/2009 3302 Total 50 Thought the oil was contaminated so changed out on 04/01/09
4/2/2009 3324 Total 55 5 infrared hot spots
4/10/2009 Total 54
4/11/2009 Total 75 Test shut down
4/27/2009 9100 Started test Total 40 New high side rings, new air and oil filters
5/4/2009 Infrared readings normal on low side, high on high side
5/21/2009 515 Added 5-qts V's pressures 58-400-1200-3700 ambient 99F; 5/26/09 4th stage cooler leak
5/29/2009 687 Total 80 V's pressures 56-380-1150-3700 ambient 91F
6/8/2009 Added 5-qts Total 70/80
6/9/2009 1118 Removed 1-qt for analysis Total 40
6/16/2009 Total 85/70 Test ended; new high side, rehone all cylinders
Figure 6-15: Third and Fourth Stages with Varnish Indicating End of Oil Life

Polyolester oils are rated superior to petroleum, polyalphaolefin (PAO) or synthetic diester base oils. After end of life was established with the diester-base oil, testing resumed with Chemlube 9100 polyol ester oil manufactured by Ultrachem. This oil is designed for 10,000 hours of use in rotary vane and screw compressors and long life superior lubrication of reciprocating compressors according to the manufacturer.

Our tests found polyol ester oil very sensitive to discharge temperature. The Test Stand #1 compressor in the field enclosure was stopped after approximately 1100 hours operation. Parts in all stages showed evidence of oil failure. Figure 6-16 shows representative parts from first stage valves and third and fourth stage pistons. Excessive blow-by was the cause for stopping the tests.

The Test Stand #2 compressor, with no field enclosure, failed after approximately 3000 hours, the same life as the diester oil. End of oil life had been reached with damage to valves, pistons, rings and bearings.

Figure 6-16: HP Compressor Parts after Operation with Polyol Ester Oil
Initial Conclusions

Loss of lubricating properties of oil was the cause of the failures of the compressors in all cases except one early problem involving defective valve strips. After loss of lubrication, various parts wore or broke. The design and material selection for parts in the units tested are sufficient for the service.

  • High temperatures typical of these high pressure compressor designs caused oxidation of the diester and polyol ester oils that were tested. The commonly used diester oil failed in about 3000 hours in both compressors. Polyol ester oil, though rated by manufacturers as superior oil, tested no longer life.

  • Changing oil on a regular basis is the best way to avoid oxidation and extend compressor major maintenance intervals.

  • Oil that has higher temperature rating to resist oxidation could offer extended time between maintenance intervals in this type compressor.

Mid-Range Compressors

The two single stage CircuitAir 210 compressors tested were manufactured by FirstPower Group. They operate at 210 psig or lower pressure. They are direct replacements for the Keystone compressors shown in Figure 6-8. The two compressors on test are shown in Figure 6-17.

Figure 6-17: Mid-Range CircuitAir 210 Compressors (teal color) on Test

Oil lubrication for crankshaft and cylinders and cooling assistance in this type compressor is provided by splash lubrication from the crankcase. There is no oil filter in splash lubrication units.

Oil used for tests was Chemlube 501 diester synthetic oil. Discharge temperatures ranged from 200⁰F to 240⁰F over the course of tests. Crankcase capacity in these units is 12 oz. so taking an oil sample meant changing the oil. Since this was done at approximately 500 hour intervals, the life of compressor parts was very good. Both compressors exceeded 3600 hours operation before tests were ended.

A Trico oiler was fitted to one of the CircuitAir 210 compressors to extend crankcase oil capacity. The turbulence from the splash lubrication inside the crankcase caused instability of the oiler oil level and rapidly drained the Trico unit on every attempt.

Tests with PAO Oil in Air Compressors

Most circuit breaker air compressors at EPRI member utilities are single or two-stage reciprocating, conventional design with oil in crankcase and cylinders. It is common for petroleum, diester and PAO oils to be used by different operating groups. The question has been raised whether there can be standardization of oils among groups/sub-groups of the population?

Tests have begun to determine characteristics of PAO oils for this application. A diester oil is also being tested. EPRI already has extensive test and field experience with other diester oils.

Compressors tested were single-stage FirstPower Group CircuitAir units at 210 psi (replaces Keystone compressors), Figure 6-18, and Emglo GTW300T four cylinder two-stage units at 300 psi, Figure 6-19. The test stands are shown in Figure 6-20. Two Emglo units are mounted on the stand in the foreground. Two CircuitAir compressors are on the test stand with yellow belt guards in the background.

Figure 6-18: CircuitAir Single Stage Air Compressor
Figure 6-19: Emglo GTW300T Two Stage Air Compressor
Figure 6-20: Compressors Mounted on Test Stands

Lubrication test process included the following:

  • Compressors were bench tested with following oils:

    • Lubrication Engineers Monolec 9100 PAO oil

    • Dow Corning L-4611 synthetic diester oil

  • Parts inspected for varnish and degradation

  • Failure times and modes recorded

Results

Two single stage CircuitAir compressors with Monolec 9100 PAO oil failed, one after 904 hours, the second after 1150 hours. Pistons and valves are shown in Figures 6-21, 6-22 and 6-23. Parts become covered with carbon leading to valve failure. Discharge temperature exceeded 400°F as shown on the Test Data sheet in Figure 6-24. This led to oil lubrication failure.

Figure 6-21: CircuitAir Compressor Oil Lubrication Failure
Figure 6-22: CircuitAir Parts Covered in Carbon
Figure 6-23: CircuitAir Valve
Figure 6-24: Discharge Temperature above 400°F that Led to Oil Lubrication Failure

The two stage Emglo GT300 compressors ran too hot for continuous operation. The graph of discharge temperature vs. time in Figure 6-25shows temperatures exceeded 250°F in less than five minutes and 300°F in eight minutes. These temperatures are too high for continuous operation of both PAO and diester oils. Timers were installed. Compressors were operated for 15 minutes, then turned off until cooled to ambient.

Figure 6-25: Run Time vs Temperature: Emglo GT 300

With this reduced cycle it was observed that PAO oils carbon faster than diester oils. The second stage inlet spring seems to be the first failure point. Figure 6-26 shows a broken second stage inlet spring and the valves covered with carbon.

Figure 6-26: Broken High Pressure Suction Spring
Oil-less Air Compressor Tests

Most circuit breaker compressors are single or two stage, air-cooled and oil lubricated. Failures are often the result of (1) either oil splashing out of the crankcase to lubricate pistons, etc., and finally the compressor running with no oil as shown in Figure 6-27 or (2) the oil is not changed and it becomes sludge, as shown in Figure 6-28.

Figure 6-27: Damaged Parts in Air Compressor Run with No Oil
Figure 6-28: Oil, If Not Changed Periodically, Turns to Sludge

Several member utilities asked if existing compressor models can be replaced with ones that require less maintenance. This led to a project to explore life and characteristics of commercially available oil-less air compressors.

The purpose of the project was to determine if there can be satisfactory replacements for many existing oil lubricated circuit breaker air compressors.

Several brands of oil-less compressors are available at many contractor supply stores. These compressors have the potential to eliminate prevalent failure causes.

Oil-free air and water-cooled compressors are not new—this is 1960s technology. Air-cooled and no oil in crankcase is relatively new.

The enemies of oil-free operation are:

  • Heat in the cylinders

  • Fatigue of valve materials

A series of tests of commercially available oil-free units was conducted. Figure 6-29 shows oil-free air compressors mounted on two test stands.

Figure 6-29: Oil-Free Air Compressors on Test Stands

Oil-less air compressors from two manufacturers were operated to failure. This did not take long in either case.

The internal construction of the oil-free compressors varies, but the basic designs are similar. The cylinder is rolled and welded stainless steel, the piston is fitted with a PTFE or similar self-lubricating material, valves are stamped thin stainless steel and the crankshaft has a sealed ball bearing. There is an inlet air filter and cooler. Figure 6-30 is a sample from a DeWalt oil-less air compressor.

Figure 6-30: Internal Parts of a Typical Oil-Less Air Compressor

A common failure mode occurred in the piston rings and valves. Figure 6-31 shows two different piston ring failures, a scored cylinder that resulted from the ring failure, and a failed valve.

Figure 6-31: PTFE piston ring failures with scored cylinder; valve failure

An unexpected failure prevalent in one manufacturer’s product was wear of the commutator. Figure 6-32 shows a commutator with about 1/8” worn off the radius.

Figure 6-32: Commutator Wear on Oil-Less Compressor

Status of testing is that primary failure modes are known and fixes can be applied:

  • Worn motor commutators—use slower speed motors without brushes

  • Broken valves—likely materials problem

  • Melted Teflon rings—explore better cooling; change material to Torlon

  • Connecting rod ball bearing failure—use fluorosilicone grease

The opportunity is that if these compressors can be made reliable, they will fit into existing breaker control cabinets with a simple adapter baseplate. Advantages are:

  • Eliminate oil carryover that is disposal problem with existing compressors

  • Eliminate need to change oil

Hydraulic Pump

High voltage circuit breaker hydraulic pump technical issues were defined. Based on these, protocols for testing selected pumps were developed.

A four-pump test stand has been built. The pumps being tested are manufactured by Barnes, Dynamic, and Oildyne. They are commonly used on oil circuit breakers with hydraulically operated mechanisms.

Oil Samples and Database

A Microsoft Access Database has been designed and population begun. The database structure is shown in Figure 6-33. The database is a repository for nameplate data, location information, lab reports and other information about the oil, grease, bearing and other samples collected. Approximately 400 samples have been analyzed and recorded at the time of this report including bearings, oils and greases.

An example of information in the database is the lab test report for Sample #11, 10-year old diester compressor oil with only 1716 hours operation, shown in Figure 6-34. This is the data sheet for the oil turned to sludge shown above in Figure 6-6 and Figure 6-7. The very high number of particles and high acid number are indicators of sludge.

Figure 6-33: Database Structure for Samples and Test Results

Figure 6-33: Database Structure for Samples and Test Results

Figure 6-34: Lab Test Report for Oil Sample #11

Figure 6-34: Lab Test Report for Oil Sample #11

The oil sampling has indicated that many utilities are continuing to use petroleum base oils. Sludge in some of the samples indicates that oil changes in those cases are being extended far beyond the life of oil lubricating properties.

Compressor condition in terms of wear is difficult to judge from the oil samples without accurate information about hours of operation since last oil change. This information is not readily available on a consistent basis.

Initial Conclusions

Petroleum compressor oils are acceptable if oil change intervals are maintained within the limits shown in Field Guide: Lubrication of High-Voltage Circuit Breakers: 2011 Update. EPRI, Palo Alto, CA: 2011. 1021911. Synthetic oils have higher temperature ratings and are less sensitive to oxidation and hydrolysis. Oil change intervals can be extended if synthetic oils are used. Additional conclusions and recommendations are provided in the following section.

Guidelines and Techniques for Air and Gas Compressor Field Maintenance

To help utility field personnel properly maintain and lubricate circuit breaker compressors using the appropriate materials and practices, EPRI has published a pocket reference, HVCB Pumps and Compressors Field Guide: 2016 Update. EPRI, Palo Alto, CA:2016. 3002007765.

The field guide turns EPRI research results into a practical tool. It provides a handy, pocket-size reference to maintenance and lubrication basics, and troubleshooting. The guide includes photographs that will aid field staff in proper maintenance, lubrication practices and understanding compressor problems.

Portions of the guide are presented here as examples.

Air and Gas Compressors

Reciprocating air and sulfur hexafluoride (SF6)gas compressors are used in air-blast, oil, and multi-pressure gas circuit breakers.

Air pressure is generally used to drive the breaker current-carrying contacts to the closed position. In the case of air-blast circuit breakers, it is also used to extinguish the arc.

SF6 gas compressors are used to provide high gas pressures to extinguish the arc in two pressure breakers.

Breaker reliability is impaired or lost if the compressor does not function.

Air pressures range from less than 100 psi (0.7 MPa) to almost 4000 psi (27.6 MPa). SF6 gas pressures cover a range of up to 250 psi (1.7 MPa).

Figure 6-35: Air compressor installed in the top compartment of an oil circuit breaker

Figure 6-35: Air compressor installed in the top compartment of an oil circuit breaker

Compressors in Circuit Breakers

Compressors that supply air to individual circuit breakers are usually installed in or near the circuit breaker mechanism cabinet. Compressors can also be centrally located to provide air to two or more circuit breakers.

Many compressors use ambient air for cooling. They use fan-shaped blades on the flywheel to blow air past cylinders, intercoolers, and aftercoolers This cooling method is not very effective. Discharge temperatures are high, which creates carbon in compressor valves and lubrication problems.

Air leaving most compressors is saturated with moisture at the air discharge temperature. The water vapor that came in with the inlet air becomes liquid water when the air is cooled in piping and receiver tanks. This water must be periodically drained to avoid rust in air systems and carryover of liquid into mechanism operating valves and other parts.

Compressor Life

The compressors used for circuit breaker applications require that oil levels be inspected and maintained at the specified level in the crankcase. Oil is lost in operation as it goes past the piston rings and into the compressed air.

The oil must be periodically changed because it gets contaminated by dirt particles and degraded by water and excessive heat. This applies to both petroleum and synthetic oils. Contaminated oil can degrade shaft seals, piston rings, and valves.

Compressor life depends on service conditions and hours of operation. Overhaul or replacement is usually required for compressors of 100 psi to 250 psi (0.7 MPa to 1.7 MPa) after performance has degraded by increased blow-by of air past the rings or by increased valve temperature. Performance is often measured by time to pump-up to specified pressure. See instruction books for each circuit breaker. For compressors of 2000 psi (13.8 MPa) or 3700 psi (25.5 MPa), interim maintenance is usually required at 1500 hours or 1000 hours respectively. Overhaul or replacement is usually required after 4000 to 6000 hours.

Compressor Configurations
Single Stage

The discharge connections of the two cylinders in this single-stage air compressor are manifolded in parallel by the horizontal copper tube. The cylinder fins dissipate heat of compression.

The crankcase in this early design compressor has a very small oil capacity, about 6-oz. There is no sight glass for oil level. Oil is splashed onto the cylinder walls and leaves the compressor with the air stream. Oil level must be monitored or the compressor will fail from lack of oil.

Figure 6-36: Early design single-stage air compressor

Figure 6-36: Early design single-stage air compressor

Two Stage

Two-stage compressors usually have lower discharge air temperatures than single-stage compressors with the same discharge air pressure. This is because the work of compression is divided between two stages. An intercooler reduces the interstage temperature. The arrow points to the finned intercooler between the first and second stage. The flywheel acts as a fan to blow cooler ambient air over the cylinders and the intercooler.

Figure 6-37: Two-Stage Compressor

Figure 6-37: Two-Stage Compressor

Four Stage/i>

Four-stage compressors are used in air blast circuit breakers. Discharge air pressure is typically 2000 psi (13.8 MPa) or 3750 psi (25.5 MPa)depending on the manufacturer of the circuit breaker.

To ensure that only dry air goes into the circuit breaker, many of the 2000 psi units have a desiccant air dryer on the discharge of the unit.

Compressors operating at 3700 psi (25.5 MPa) were intended to have low enough moisture remaining in discharge air that dryers were not necessary. In practice, a number of installations do have condensation of moisture in air storage tanks. This moisture can carry over to control valves, causing rust that slows or stops operation of the valves. Air reservoirs must be drained periodically, especially during humid conditions to avoid this problem.

Figure 6-38: Four-stage compressor in field enclosure

Figure 6-38: Four-stage compressor in field enclosure

Compressor Lubricants

There are several types of lubricants used in circuit breaker compressors. These include petroleum-based and synthetic oils, greases, and solid lubricants. The proper selection of petroleum vs. synthetic lubricants is based on the frequency of lubrication, the environment and the type of part.

Each type of lubricant is described on the following pages.

Petroleum Lubricants

Petroleum lubricants are refined from crude oils. They are widely used because of their good lubricating properties, low cost and availability.

  • They usually contain less than 10% additives to handle many load and speed conditions.

  • Many additives are depleted over time.

  • Petroleum oils are compatible with many grease thickeners.

For oil lubrication of compressors, the disadvantage of petroleum lubricants is that they tend to change with time and environmental exposure. They oxidize and leave a varnish-like residue on surfaces; they carbonize and leave a black deposit on hot valve parts that causes valve performance degradation; and they turn to sludge if moisture is absorbed.

Synthetic Lubricants

Synthetic lubricants generally provide superior mechanical and chemical properties to those of traditional mineral oils:

  • More inert than petroleum lubricants

  • Better viscosity performance at low and high temperatures. This enables wider temperature ranges, speeds, and loads

  • Better resistance to oxidation, thermal breakdown, and oil sludge problems

  • Can be liquid (oil), semi-solid (grease or paste), or solid

Main synthetic lubricant oil types:

  • Air-cooled reciprocating air compressors: diester oil

  • Air-cooled reciprocating SF6 compressors: polyalkyleneglycol (PAG) oil.

Oil

Oil refers to many types of fluid lubricants, each with particular physical properties and characteristics.

Synthetic oils are generally made from compounds other than petroleum oils. They are good lubricants with wider temperature ranges than petroleum oils. Many have lower evaporative loss than petroleum oils.

Petroleum oils (mineral oils) are made from paraffinic or naphthenic oils. Paraffinic oils are very waxy, making them useful for hydraulic equipment and other machinery. Naphthenic oils contain little wax, and their lower pour point makes them good lubricants for most applications.

Oil Compatibility

Oil compatibility is important with respect to other oils and gasket and seal materials. Sludge may be caused by adding oil that is not compatible with the oil already in the compressor. Sludge decreases the lubricating qualities of the oil and might block oil lines, separators, and the oil filter. See chart.

Changing oil from petroleum to synthetic without changing gaskets and seals may result in oil leaks. Some petroleum oils cause more swelling of the seals than synthetic oils. If oil is changed to synthetic oil after wear-in, the swelling may reduce, causing leaks.

Shaft seal materials must be compatible with the oil or they will degrade. Viton or graphite-impregnated Teflon seals are compatible with all oils.

If replacing oil with incompatible oil, drain old oil, replace with new oil, run for short time until compressor is hot, drain oil, replace with new oil.

Grease Lubricants

Petroleum grease is a semi-solid product consisting of lubricating oil in a thickening agent—typically, soap or an insoluble powder (see “Grease Thickeners”). The thickener holds the oil and releases it gradually (a process called bleed) for long-term lubrication. Other additives improve wear, oxidation and corrosion.

Synthetic grease is a semi-solid product that may or may not have a thickening agent.

Over time, bleed from the thickener can cause problems if the oil evaporates and leaves behind a sticky, soap-like thickener with no lubricating properties.

Grease compatibility is important with respect to other greases and with gasket and seal materials; see “Grease Compatibility.”

The applications for grease include rolling element bearings, bushings, gaskets, seals, and other moving parts.

Figure 6-39: Petroleum grease applied to shaft

Figure 6-39: Petroleum grease applied to shaft

Grease thickeners can be soap or non-soap. Soap thickeners can be combined with salts to raise the grease dropping point (the temperature at which the grease liquefies). Such greases are called complex greases. Typical soap thickeners are made with lithium or calcium.

Some lubricating greases are manufactured with non-soap thickeners. Examples are organoclays, polyurea compounds and polytetrafluoroethylene (PTFE).

Grease Compatibility

Different types of grease use different types of thickeners that might not be compatible with each other. Applying one type of grease over another might cause reduction of lubricating properties, including accelerated drying out of the grease and gumming up of moving components.

Figure 6-40: Petroleum grease applied to shaft

Figure 6-40: Petroleum grease applied to shaft

It is always best to clean the old grease completely before applying new grease.

When this is impossible or impractical, care must be taken to ensure that new grease is compatible with the old grease. The following chart provides an example of the type of compatibility information that is available.

Note: Charts such as the one below are for general guidance only. Manufacturers and suppliers should be contacted with specific questions

Figure 6-41: Grease Compatibility: an example of the type of compatibility information that is available

Figure 6-41: Grease Compatibility: an example of the type of compatibility information that is available

Paste Lubricants

Lubricating pastes consist of lubricating solids mixed in oil for convenient application. Common lubricating solids include molybdenum disulfide (MoS2), tungsten disulfide (WS2), and polytetrafluoroethylene (PTFE).

Pastes lubricate sliding surfaces, gears, valves and threaded connections to prevent seizing.

NLGI Grade

The National Lubricating Grease Institute (NLGI) has established grades for lubricating greases. The grades are based on the consistency of the greases.

There are a number of factors involved in the selection of grease for a specific application. NLGI grade is one factor.

The most common greases used in circuit breaker and compressor applications are NLGI Grade 1 and 2. The Grade 1 tends to flow; Grade 2 is more firm and more likely to stay in place.

Do not go above NLGI 2 for trip components: slow operation of the breaker may occur.

Maintenance Preparation and Planning

Safety

While maintaining a compressor, adhere to all safety rules, established work practices, and environmental compliance practices including:

  • Clear the circuit breaker from the high-voltage system.

  • Remove all sources of electric energy.

  • Remove all sources of stored mechanical energy, e.g. air pressure, hydraulic pressure and spring tension.

  • Wear proper Personal Protective Equipment (PPE) during inspection and maintenance activities.

  • When using any solvent, follow the Material Safety Data Sheet. Without proper safeguards, prolonged exposure may be detrimental to health.

  • Caution: rodents may live in compressor enclosures. If evidence of this is found, use proper PPE in cleaning the enclosure.

  • Always read the container labels to determine flammability and other hazards.

  • Refer to product data sheets.

Comply with your country’s relevant safety and health standards and utility procedures, such as those of the U.S. Occupational Safety and Health Administration and the UK’s Control of Substances Hazardous to Health.

The following material is intended to supplement maintenance instructions supplied by manufacturers.

Compressor Maintenance

The Most Important Maintenance Action to Influence Compressor Life is Changing the Oil.

For splash-lubricated compressors with no oil filter, petroleum oil is typically changed every 300 hours of operation or six months. See the manufacturer’s instructions for specific information. Synthetic oil is typically changed every 500 hours of operation or three years.

For force-lubricated compressors with oil filters, petroleum oil is typically changed every 500 hours of operation or every year. See the manufacturer’s instructions. Synthetic oil is typically changed every 1500 hours of operation or three years at 2000 psi (13.8 MPa) and every 1000 hours or three years at 3700 psi (25.5 MPa).

English type pleated paper filters are recommended for air and oil filters. When the oil is changed, replace the oil filter and inspect and replace the air filter if necessary.

Figure 6-42: Typical oil and air filters for air compressors

Figure 6-42: Typical oil and air filters for air compressors

Periodic Maintenance for Splash-Lubricated Units
  • Record running time and high side and low side pressures and temperatures. Changes may indicate leaks in the air system, compressor valve problem or other problems.

  • Check the oil level regularly. Add compatible oil to the crankcase as necessary. Fill to the bottom of the fill plug threads.

  • Change oil: operate compressor for five minutes; shut off; remove old oil through drain plug or with an oil suction gun.

  • Clean or replace the air filter following the guidelines contained in this field guide.

  • Compressors using synthetic oil should be filled with synthetic oil; if using petroleum oil, fill with petroleum oil. Seals may leak if oil type is changed.

  • The crankcase in SF6 reciprocating compressors is pressurized with SF6gas. Special tools are needed to add oil under pressure.

  • Heaters in the compressor enclosure keep the compressor and oil at temperature required for operation. Check with ammeter or feel for radiant heat off the heater.

  • Drain water from air receiver tanks. Open drain valve slightly until only air is coming out. This water contains oil and should be processed accordingly. Do not drain water when ambient below 5°C (40°F). Water may freeze in valve, causing the valve to be inoperative.

  • Check setting of pressure controls: close valve at receiver; start compressor and observe shut-off pressure. Slowly open valve and observe start-up pressure. Compare to correct settings. Adjust if necessary.

  • Check V-Belts for cracking, wear or looseness. If belt is worn, check for pulley alignment; adjust if necessary.

Periodic Maintenance for Force-Lubricated Units – in addition to splash lubricated unitss

Drain the crankcase oil. Inspect for crankcase sludge. If sludge is present, the unit must be flushed.

  • Before refilling the crankcase, check for proper operation of the low oil pressure switch by starting the compressor and observing low oil pressure gage. Refer to the manufacturer’s instructions. Shutdown is typically at 13–15 psi (0.09–0.1 MPa). Replace the oil and oil filter.

  • Check and record blow-by of air past piston rings back to the crankcase. See instruction book for method and tools to do this. This test is an indicator of piston ring and cylinder condition.

  • Check and record interstage pressures. Changes in interstage pressures usually indicate valve wear or deposits that are keeping valves from sealing.

  • Visually inspect temperature tapes on cylinder discharges. These are indicators of high interstage pressures, valve problems or ineffective cooling.

Figure 6-43: Darkened circle near arrow on fourth stage discharge indicates this cylinder has been hotter than 320°F

Figure 6-43: Darkened circle near arrow on fourth stage discharge indicates this cylinder has been hotter than 320°F

Conclusions

Preliminary Results

  • Two high pressure compressors and two mid-range compressors were tested

  • Over 400 oil and part samples were analyzed at FirstPower Group LLC and other laboratories

  • Database established

  • Patterns are emerging

  • Root causes are same, but the issues with each type breaker are different

  • Need samples of aged known greases to be more precise in life estimates

Preliminary Conclusions

The most important maintenance action that influences compressor life is changing the oil.

• If good compressor life is desired, oil change intervals shown in the EPRI Field Guide for Lubrication of High Voltage Circuit Breakers[1] must be observed:

  • For splash-lubricated compressors with no oil filter, petroleum oil is typically changed every 300 hours of operation or six months. See the manufacturer’s instructions for specific information. Synthetic oil is typically changed every 500 hours of operation or three years.

  • For force-lubricated 2000 psi (13.8 MPa) and lower pressure compressors with oil filters, petroleum oil is typically changed every 500 hours of operation or every year. See the manufacturer’s instructions. Synthetic oil is typically changed every 1500 hours of operation or three years.

  • For force-lubricated 3700 psi (25.5 MPa) compressors with oil filters, petroleum oil is typically changed every 500 hours of operation or every year. See the manufacturer’s instructions. Synthetic oil is typically changed every 1000 hours of operation or three years.

• Oil changes are necessary because (a) high cylinder temperatures oxidize oil, causing varnish and (b) water causes breakdown of oil into sludge. Both are indications of end of effective oil lubricating life.

• The tests of single and two stage compressors with polyalphaolifin (PAO) oil and diester oil indicated that the PAO oil carbons faster than the diester oil. This led to early failures of the compressors that were tested.

  • The PAO oil oxidizes more directly than the diester oil because of its molecular structure. It also does not have the same cleaning properties as an ester fluid.

• Tests of oil-less compressors resulted in knowledge of primary failure modes and proposed improvements.

• When properly manufactured or re-manufactured, compressor materials outlast oil lubricant lifetime. Wearing parts such as valves, rings, cylinders and bearings generally fail as a result of lubricant failure rather than fatigue or other wear mechanisms associated with the parts themselves.

• The specifications for life of commercially available lubricating oils are generally based on operating hours that the oil can withstand oxidation from high temperatures. However, the extended maintenance interval requirements now being realized in circuit breaker applications require long resistance to moisture. This is not part of the oil specifications. The oils become sludge caused by hydrolysis. This causes many compressor failures.

Deterioration of circuit breaker air systems from moisture and rust increases operational risk of slow trips and stuck breakers. This problem is increasing as life of circuit breakers is extended. Maintenance procedures should begin to include inspection of the air system for rust.

Recommendations for Future Research

Oil-less Compressor

There is an opportunity to replace oil lubricated single and two stage compressors with oil-less compressors. This would reduce circuit breaker outages to maintain compressors or replace them when failed. Initial tests have identified failure modes and possible improvements. The target for the next series of tests is to significantly increase time intervals between failures, which appear to be related to materials selections and considerations for low cost vs. reliability in the commercial units.

1.7 - Chapter 7 - Evaluation of Cleaners for SF6 Circuit Breaker Interrupters

Introduction

Overview

The main function of a power circuit breaker is to interrupt current upon receiving a signal to open and to connect current carrying equipment together when commanded to close. High voltage circuit breakers perform a critical role in the operation of the electric power delivery system. Not only are they integral for the protection of other system components under fault conditions but their reliable switching operations also are necessary for maintaining optimum system conditions and power transfers during normal operating and maintenance situations. A breaker’s failure to operate as required may result in equipment damage, increased system disturbance, increased energy costs and/or loss of load.

Circuit breakers are generally very reliable and well performing power system components. Through many years of experience, utilities have established programs for maintaining their breakers in good operating order. Maintaining reliable high voltage circuit breakers is complicated by the fact that individual breakers in a utility fleet experience widely varying operating profiles with some operating daily and many remaining idle for extended periods of normal system conditions.

Consequently, utilities have extensive preventative maintenance programs for circuit breakers. These maintenance activities often are guided by instructions provided by the breaker manufacturers. There is a conflict between the cleaning solvent denatured alcohol recommended by some breaker manufacturers in their instructions and California Air Resources Board (CARB) and South Coast Air Quality Management District (SCAQMD) regulations. The focus of the work reported here is to investigate the implications of this conflict and possible alternative approaches.

Background

High Voltage Circuit Breaker Design

A brief description of the most common high voltage breaker design will provide information useful for understanding later discussions.

The majority of installed high voltage circuit breakers utilize a gas, sulfur hexafluoride (SF6), as both an insulating and current interrupting medium. In such breakers a quantity of pressurized SF6 gas is contained in an aluminum tank within which is an assembly of contacts, often called the interrupter, designed to conduct normal load current and rapidly part to interrupt current when commanded. These contacts and associated current carrying parts are at the breaker operating voltage potential (typically between 69 and 500 kilovolts) while the tank is at ground potential (zero volts) for “dead tank’ designs, the most common in North America.

This potential difference produces an electric field that stresses the gas and solid insulation of the contact assembly and interrupter, usually composed of a form of fiberglass and/or epoxy resin. The maximum electric field that the internal components of a breaker can withstand without failure (i.e. flashing-over and providing a conductive path between the different potentials) is referred to as the dielectric strength. Breakers are carefully designed to control the electric field distributions and keep voltage stresses below the dielectric strength of both the solid insulation and gas within the interrupter tank. These base design electric field distributions are predicated upon a high level of cleanliness of the internal components and purity of the SF6 gas.

The interrupter is electrically connected to other system components, first through conductors within the tank insulated with the same SF6 as the interrupter and then through a bushing assembly of either porcelain or composite material that provides an insulated transition between the tank interior and the outside environment. In an air-insulated installation, one end of the exterior portion of the bushing is attached to the tank with a flange assembly and the other end to a conductor at line voltage. The previous discussions about electric fields for the interrupter also apply to these other internal and external components.

SF6 is an excellent gaseous dielectric for high voltage power applications because the dielectric strength of SF6 is two to three times that of air. In its normal state it is chemically inert and can serve as an insulating and arc-extinguishing media. In circuit breakers, its chemical properties enable SF6 to regenerate itself from the plasma produced by the arc resulting from interrupting current.

At the high temperatures caused by power arcs produced by current interruption within the breaker interrupter, SF6 ionizes and disassociates into various chemical components, principally SF4 and SF2, together with small amounts of S2, F2, S, F, and other trace species. The substances formed by the combination of such elements with vaporized metals are predominantly metal fluorides and sulfides and appear as a whitish powder that can collect on the tank bottom or other surfaces within the tank. These solid arc decomposition products are a normal and expected result of SF6 breaker operation. However, if the gas moisture content is above specification or when the tank is opened and exposed to atmospheric moisture, they can form compounds corrosive to both fiberglass and metal components and may affect breaker dielectric performance. The amount and composition of arc byproducts is a function of the arc energy and duration and the materials within the breaker. The breaker contacts are designed with a wiping action to ensure self-cleaning of the contacts’ current-carrying surfaces but this wiping action, along with other moving surfaces in the interrupter may produce metal particles.

An interrupter is required for each phase, also called a pole, and each tank requires two bushing assemblies, each with components internal and external to the tank. Therefore, a three phase high voltage circuit breaker will have three pole tanks containing SF6 and six entrance bushings.

Along with the bushings and tanks, other breaker subassemblies include the supporting frame and a control cabinet. Within the cabinet are electrical controls and sensors required to control and monitor the breaker, a mechanical operating mechanism that actuates contact movements and a stored energy system that provides the forces needed to rapidly move the contacts. In some designs, the mechanism and/or the stored energy system may be outside of the control cabinet. Linkages connect the operating mechanism to each tank.

The specific breaker design details, components and their arrangements, and materials and their compositions vary from manufacturer to manufacturer and often from model to model for the same manufacturer. Many of these design details are considered proprietary by the manufacturers and complete information about materials used is not usually publicly available.

High Voltage Circuit Breaker Maintenance

As complex electro-mechanical devices, high voltage circuit breakers require maintenance to assure their good operating order. Each breaker manufacturer provides instruction manuals or books, which contain recommended maintenance procedures and schedules. Breaker warranties may be in question if the manufacturers’ recommendations are not followed. In addition, many utilities develop their own supplemental and often more detailed maintenance procedures. Both the manufacturers’ and utilities’ maintenance procedures are breaker model specific.

Breaker maintenance can be classified into two broad categories. Preventive maintenance is performed to verify proper operation and replace worn parts before they can cause problems. This kind of maintenance is triggered by time or number of breaker operations. Corrective maintenance is the second class and it is performed to correct an unacceptable condition. Corrective maintenance may be performed at any time such a condition is found. Both types of maintenance are required for all of the breaker subassemblies. For successful completion, breaker maintenance tasks should be performed by skilled and well trained personnel. A breaker should be removed from service for all but a few of the most basic tasks to ensure worker safety and to prevent equipment damage.

A detailed description of breaker maintenance is beyond the scope of this report. Discussions here will be limited to maintenance tasks that involve solvent cleaning operations.

It is impossible to anticipate all possible maintenance circumstances that might include solvent based cleaning. Rather, the more typical tasks will be noted and illustrated by reference to actual instructions provided in example breaker manufacturers’ instructions. This listing is not intended to be exhaustive and it should be noted that not all manufacturers call for cleaning solvents to be used for these tasks.

Inspection or Maintenance within the Interrupter Tank

When a pole tank is opened, the arc byproducts should be removed as quickly as possible to prevent damaging internal components. In part, typical instructions call for wiping these internal components to remove arc byproducts. For example:

  • “Wipe the interrupter and the bushing conductor, especially insulating surfaces with lint-free wipers dampened with denatured ethyl alcohol.”

  • “Wipe the pole tank internal surface clean with lint-free wipers dampened with denatured ethyl alcohol.”

  • (Section 6.2.1 SF6 Circuit Breakers Type PM Publication No. 526P138-005 ABB © August 2005)

  • “Wipe down all exposed surfaces with denatured alcohol and a clean, lint-free cloth.”

  • (Interrupter Module Section 4.3 SF6 Circuit Breaker Instruction Manual Publication No. P-PB145-63-30/40-C-OAV ©2006 Pennsylvania Breaker)

Attaching Flanges

Before attaching flanges, all mating surfaces should be clean.

  • “Wipe all surfaces with denatured alcohol and a soft, lint-free cloth or wipe.”

  • (Type DT1-38 F1 FK3-1 Dead Tank Circuit Breaker Instruction Book: IB-DT07-F1-CVR IB-FLANGE © General Electric 2015.)

  • “Clean all o-ring grooves with denatured alcohol and lint-free cloths to remove all dirt and debris from the sealing surfaces.”

  • (Pole Assembly Module Section 4 SF6 Circuit Breaker Instruction Manual Publication No. P-PB145-63-30/40-C-OAV ©2006 Pennsylvania Breaker)

Performing Mechanism Maintenance
  • “Clean all parts with denatured alcohol and do not reassemble them until dry.”

(Operating Mechanism Module Section 5.2 SF6 Circuit Breaker Instruction Manual Publication No. P-PB145-63-30/40-C-OAV ©2006 Pennsylvania Breaker)

In addition to using denatured ethyl alcohol as directed by manufacturers’ instructions, some utilities use it for other general breaker maintenance tasks such as cleaning control relay contacts and external tank and control cabinet parts.

California Regulations Pertaining to Denatured Ethyl Alcohol

Denatured ethyl alcohol does not comply with California State and Local regulations, more specifically, with the California Air Resources Board (CARB) Consumer Products Regulation and South Coast Air Quality Management District (SCAQMD) Rule 1171(1) for “Solvent Cleaning Operations.”

According to Rule 1171, a person shall not use a solvent to perform solvent cleaning operations unless the solvent complies with the applicable requirements, and for electrical components, the current limit is 100 g/L of VOC for wipe cleaning. There is an exemption for aerosol products, in which the noncompliant product may be used if ≤ 160 fluid ounces are used per day, per facility. However, use of such product shall comply with CARB regulation. Denaturedethyl alcohol has a high volatile organic compound (VOC) material content that ranges on the order of 800 g/L.

The CARB Consumer Products Regulation (2) includes VOC limits for “electrical cleaning” (45% VOC) and “electronic cleaning” (75% VOC). However, denatured ethyl alcohol is classified as a “multi-purpose solvent” because the product label does not specify its intended use, and will have a limit of 10% VOC for aerosol. Denatured alcohol is 100% VOC and will not meet this limit. In addition, any multi-purpose aerosol solvent that has a Global Warming Potential (GWP) value of 150 or greater is also prohibited.

  1. AQMD Rule 1171 Solvent Cleaning Operations, http://www.aqmd.gov/docs/default-source/rule-book/reg-xi/rule-1171.pdf?sfvrsn=4

  2. ARB Consumer Products Regulation, https://ww3.arb.ca.gov/consprod/regs/2015/article_2_final_1-22-15.pdf

Study Objectives

There is a conflict between breaker manufacturers’ cleaning directions to use denatured ethyl alcohol and California regulations prohibiting its use for such purpose that presents a challenge to utilities’ obligation to maintain the power delivery system and its components in good operating order. In an effort to address this challenge, EPRI undertook a research effort to quantify the cleaning efficacy of denatured ethyl alcohol and to identify potential cleaning alternatives to denatured ethyl alcohol that meet CARB and SCAQMD regulations for use in high voltage circuit breakers.

The application of the study results is limited to cleaners used for doing maintenance or inspection of circuit breaker interrupters for three specific circuit breaker models:

  • ABB 245 PMG

  • Alstom/Areva – DT1-38F1

  • Penn – PB145-63

Discussion of Research Issues and Approach

Issues

The goal of the research reported here was to identify potential cleaning alternatives to denatured ethyl alcohol that meet CARB and SCAQMD regulations for use in SF6 high voltage circuit breakers. Upon first consideration this may appear to be a straight forward effort. However, there are a number of confounding issues to be considered.

Denatured Ethyl Alcohol

Denatured ethyl alcohol, also called denatured ethanol or simply denatured alcohol, has as its main ingredient ethyl alcohol but beyond that there is no standardized formulation for the balance of the mixture. Different suppliers add different chemicals and amounts, which may change over time, to ethanol to affect the “denatured” state. Breaker manufacturers do not specify any particular formulation. Consequently, there is no way to quantify what contaminants may be present in any denatured ethanol used because the exact chemical composition varies by supplier.

What Is Clean?

The breaker interrupter and compartment can be assumed to have been originally in a contaminant free, i.e. clean, condition when first placed into operation. Over time and operation, contaminants can be introduced into the interrupter compartment through the act of opening and inspecting/maintaining the interrupter and through the interruption of current and the subsequent generation of arc byproducts as discussed in the previous subsection.

Contaminants inadvertently introduced by maintenance activities may include dirt and dust and grease in locations not intended to be lubricated. The nature and amount of any contamination introduced during maintenance are a function of the station environment and practices and skill level of the maintenance personnel and can be expected to vary from breaker to breaker.

Arc byproduct contaminants are the natural and expected chemical compounds resulting from interactions among the SF6 gas, circuit breaker component materials and the electric power arc. Power arcs occur during normal current interruption operations and also from abnormal fault clearing operations. The exact composition and quantity of these arc byproducts depends on a number of variables, including the SF6 purity and moisture level, the composition of the interrupter component materials and the level of current interrupted and arc duration.

The component materials will be of different materials depending on the breaker design and may change over a breaker’s production life cycle. Different component materials may result in different byproducts and different contaminated surfaces materials may have different affinities for different contaminants. There is no way to predict how contaminated any particular breaker may be.

Although breaker manufacturers instruct that the interrupter and other components be cleaned, there is no specification or guidance for what constitutes “clean” provided. Consequently, there is no way to accurately quantify a cleaned breaker component state.

In summary, there is no way to scientifically quantify the “clean” or “not clean” state of the internal components of a typical in-service circuit breaker. Nonetheless, the use of denatured alcohol for cleaning high voltage circuit breakers has been well established and incorporated into manufacturers’ and utility maintenance procedures for many years. One may assume that it has been used successfully and performed effectively in different circumstances and a wide range of cleaning applications for many breaker maintenances. The difficulty comes in trying to quantify this effectiveness.

Desired Alternative Cleaner Characteristics

The required characteristics for an alternative to denatured ethyl alcohol for cleaning high voltage circuit breakers are extensive and limiting. In addition to cleaning at least “as well” as denatured alcohol, a viable alternative should:

  • Be CARB and SCAQMD compliant

  • Be safe to store and use

  • Not damage interrupter components

  • Leave no residue that could compromise breaker insulating properties

  • Have a drying time on the order of that of alcohol

  • Not require specialized training or equipment to use

  • Be commercially readily available at a reasonable cost

General Investigation Steps

It is difficult to provide a quantified solution to a problem that, for reasons discussed above, is not easily quantifiable. However a broad outline of a research effort can be developed.

There are hundreds if not thousands of solvents used in various industries for many different purposes. It would not be practical to investigate in any detail even a small percentage of the available solvent cleaners. Therefore, the first step is to use general chemical knowledge, an understanding of the most likely contaminants and breaker materials and the list of desired characteristics in a paper study to identify a workable short-list of possible candidates for more intensive consideration.

Once candidate cleaning materials have been identified, their cleaning efficacy needs to be assessed. Developing a methodology for the assessment of cleaning ability requires a number of sub-steps. First, representative, contaminants must be selected and they must be available in a consistent, standardized form for multiple, repeatable tests. Next, typical materials found in a circuit breaker must be identified and suitable, standardized samples obtained. Then standardized methodologies for applying contaminants and utilizing the cleaning materials must be developed. Finally, some procedure for measuring the amount of contaminants remaining on each material needs to be established. The objective is to have an assessment methodology that is both representative of real world conditions and suitable for consistent, repeatable laboratory tests.

In a similar fashion, consistent and repeatable methodologies need to be established for quantifying additional desired characteristics of possible cleaning alternatives that can be assessed in the laboratory. These characteristics include measurements of drying times and assessments of any residue and possible interactions with breaker component materials.

Establishing CARB and SCAQMD compliance is a matter of understanding and interpreting the regulations. The other desired characteristics, including those listed below, require more subjective evaluations.

  • Be safe to store and use

  • Not require specialized training or equipment to use

  • Be commercially readily available at a reasonable cost

Approach Strategy

It is clear that the investigation of alternative cleaners cannot be done completely with quantifiable methods. Some subjective evaluations of the cleaning adequacy of any ethanol alternatives are necessary. After reviewing the research objectives and the confounding issues involved in selecting and evaluating alternative cleaners, EPRI concluded that scientific and engineering judgments and subjective evaluations and test result interpretations could impact the research results. Steps particularly subjected to such impact are:

  • Some judgment based pre-screening is necessary to develop a short-list of potential substitutes. There are hundreds, if not thousands, of potential candidate cleaners and it would not be feasible to formally evaluate all.

  • The laboratory simulations, tests and evaluations required are not standardized. Appropriate non-standard methodologies must be developed and implemented.

  • Cleaner assessment evaluations require some subjective judgments.

To mitigate possible subjective influences, EPRI engaged two independent laboratories to conduct separate investigations. Multiple researchers working independently may provide a broader perspective, different insights and a path to more informed research results.

Two research laboratories were selected and both laboratories were given the same problem definition and research objectives. Each was then free to establish their short-list, laboratory protocols and evaluation criteria. The work of these laboratories is presented separately in the following two subsections. To bring the overall investigation to a conclusion, EPRI synthesized the results of the two independent efforts into conclusions presented at the end of this chapter.

Laboratory One Research Efforts

This subsection is limited to the work done by Laboratory One beginning with their understanding of the problem through to their conclusions as described and reported by them.

Introduction and Background

New regulations in California prohibit the use of pure denatured alcohol to clean breaker interrupters and other electrical utility equipment. The reasoning provided by the regulations is that denatured ethanol is 100% volatile organic content. Both historically, and still indicated by many breaker interrupter manufacturers, denatured ethanol is the recommended or defined cleaner used to clean the equipment. This has left utilities with no approved and recommended alternative cleaners for breaker interrupters and other electrical equipment.

The goal of this project was to explore alternative cleaners that would comply with the new California regulations, while still effectively cleaning the different components of breaker interrupters. The evaluation not only entails selection and testing of the alternative cleaners relative to denatured ethanol, but the methods to apply and remove cleaners after use.

Objectives

There are many commercial cleaning products available that are listed as environmentally friendly or “green.” However, these definitions do not have defined characteristics and can be misrepresented to consumers and users. Additionally, although a cleaner may originate from a natural source or contribute less greenhouse gases than other cleaners, it does not mean the cleaner is good for the environment or safe for workers to handle. The California Air Resources Board (CARB) has made it clear that commercial cleaners used to clean power circuit breakers cannot contain more than 10% volatile organic compounds. Although many cleaners still fit this condition, they may not clean breaker interrupter components as well as denatured ethanol. Thus, not only are alternative cleaners important to test, but the application of the cleaner is also important to evaluate.

The objectives for this project are as follows:

  • Select potential cleaners that do not contain 10% or more of volatile organic compounds for cleaning circuit breaker interrupters

  • Evaluate the cleaners’ ability to provide minimal to no residue on application on various surfaces found inside breaker interrupters

  • Evaluate the cleaners’ effectiveness for removing contaminants from different materials found in circuit breaker interrupter components

Research Approach

The research for this project was separated into four main tasks:

Task 1: Literature and Product Data Review

Alternative cleaners have been used by some utilities to clean breaker interrupters. However, the utilities were unsatisfied with their performance for various reasons (e.g. caused arcing, left a residue, were slow to dry). Collection and review of the safety data sheets and/or product specification sheets of the previously used cleaners was performed to gain a better understanding of what other cleaners are available.

Task 2: Initial Testing of Cleaners on Glass Surfaces

After a list of potential cleaners was chosen from the literature review, their compatibility was tested on a glass (silica) surface. This would help establish the residues that the cleaners could leave behind.

Task 3: Initial Evaluation of Cleaners on Artificially Dirtied Surfaces

As an extension of Task 2, the cleaners that showed the most favorable results would be tested on two common surfaces found in different types of breaker interrupters: carbon steel and glass silica. Two main items were to be studied in this task:

  1. Initial Compatibility – Placing the cleaners in direct contact with the different surface types for 24 hours, then wiped off as per product instructions. Any macroscopic changes to surface morphology and appearance would be recorded.

  2. Residue Analysis – The material surfaces would be artificially dirtied with different compounds representing different types of contaminants that could be present in breaker interrupters. A visual inspection of the surfaces would be performed, followed by a solvent extraction and Fourier Transform-Infrared Spectroscopy (FT-IR). Scanning Electron Microscopy with Energy Dispersive Spectroscopy (SEM-EDS) analysis would also be performed to see if any residues were left behind.

Task 4: Refined and Expansion Testing of Cleaners on Artificially Dirty Surfaces

From Task 3, replication of the items in Task 2, inclusion of additional cleaners and expansion of the types of surfaces to clean and study would be performed. Again, after application of the product and cleaning the surface, the surfaces would be solvent extracted and analyzed by FT-IR, Gas chromatography–mass spectrometry (GC-MS), and/or SEM-EDS analysis to determine if both the contaminants and cleaner were removed. If a residue remains, refinement of the cleaning/wiping process will be made and the surfaces tested again.

Results

Literature and Product Data Review

An ideal cleaner would:

  1. Remove both water soluble and oil based materials on a substrate

  2. Remove contaminants with a simple application/method

  3. Not harm the substrate when applied

  4. Dry at least as quickly as alcohol

  5. Not leave a film or residue on the surface

Traditionally, and as specified by many equipment manufacturers, utilities have used denatured ethyl alcohol (ethanol) as a cleaner for internal components of switchgear, which has satisfactorily met all these conditions for cleaning breaker interrupters and their components. Additional benefits to ethanol’s cleaning ability of switchgear components is it being readily available and relatively inexpensive.

Potential replacement cleaners should perform at the same or similar cleaning level as ethanol. When selecting potential new cleaners for breaker interrupters, not only does the organic volatile content have to be less than 10% to satisfy the CARB regulations, but the cleaner should have as many of the following traits as possible:

  1. The cleaner should contain both polar (hydrophilic – water interacting) and non-polar (hydrophobic – oil interacting) functionalities to remove all types of contaminants found in switchgear

  2. The cleaner does not react or stick to surfaces. This indicates the cleaners should be free of or have a small number of double bonds, long non-polar regions, and strong ionic regions

  3. Does not deform, break, scratch or otherwise damage the material being cleaned

  4. The application of the cleaner should be a one or two step process using relatively simple tools or setup (i.e. cloth wipe, rinse and dry, evaporate)

Additionally, the use of compounds containing halides (fluorine, chlorine, bromine, iodine) is restricted by California environmental regulations.

Some anecdotal accounts of alternative cleaners to ethanol for switchgear were provided to EPRI by various utilities. From the list of cleaners accumulated, the options did not always clean the surfaces well, or could cause arcing, left residues, or were very slow drying when applied as directed. In some cases, although the cleaners were alternatives to ethanol and met the CARB requirements, they contained other compounds that were detrimental to workers and/or the environment, or surpassed acceptable halide levels for an open setting as per the California environmental regulations or EPA regulations.

With the required criteria of alternative cleaners set, four initial cleaning systems were chosen to explore:

  1. A cleaner developed by EPRI

  2. cost effective, tested for other electrical cleaning applications, and readily available

  3. Liquid or solid carbon dioxide (CO2)

  4. cost effective and used by other utilities already for other cleaning applications

  5. application methodology is important

  6. the CO2 is not being generated and instead is being captured and reused, therefore it is not considered a VOC release.

  7. Cellosolve™ cleaner

  • cost effective, touted as a “universal solvent”, available in large scale and used by other utilities already for other cleaning applications
  1. Longer chained alcohol/water blend that has less than 10% alcohol
  • cost effective, similar in nature to denatured ethanol, but more hydrophobic, available in large scale and used by other utilities already for other cleaning applications

Initial Testing of Selected Cleaners on Glass Surfaces

To evaluate the potential of residue being left on the slides themselves, the chosen cleaners were applied to glass surfaces using two methodologies:

  1. Wiping a new glass slide using a lint-free wipe wetted with the cleaner (2 cycles of north to south), followed by wiping the glass slide with a new lint-free wipe to remove any excess cleaner for 3 cycles of north to south(Figure 7-1)

  2. Applying a droplet (0.5 mL) to a glass slide and allowing the slide to dry in air

Figure7-1: Photos of glass slide and lint-free wipe sample used for study

Figure7-1: Photos of glass slide and lint-free wipe sample used for study

The wetted wipe application of the cleaners is the method that is currently employed when using denatured ethanol, and would be the preferred method to clean surfaces of breaker interrupters with the new cleaners. The droplet placed on the glass surface was to simulate a “worst case” scenario and evaluate the amount of residue left behind if free cleaner was placed into the equipment and not wiped away with a dry cloth.

The application methodology had to be altered for both the solid and liquid CO2cleaners. The mechanism of action for the CO2 cleaners is to freeze the contaminants on the different material surfaces. The contaminants are physically removed easily due to the added rigidity from being cooled. For both liquid and solid CO2, the application over large areas is quick as the CO2can be applied using a pressurized nozzle. For consistency in the testing, the CO2cleaners would be placed in contact with the surface of the slide for up to 10 seconds. The surfaces of the equipment would then be subject to a removal device meant for non-damaging surfaces such as ceramic, glass, and granite for 2 cycles of up and down along the slide (Figure 7-2).After the scrapper tool was used, a new A new dry, lint-free wipe would then wiped over the surface 2-3 times (up and down motion) to collect drops of debris still left behind.

Figure7-2: Photo of tool used to remove contamination and debris from surfaces after exposure to CO2 cleaners.

Figure7-2: Photo of tool used to remove contamination and debris from surfaces after exposure to CO2 cleaners.

Independent of application method, after exposure to the cleaners the glass slides were left for 20 hours and visual residue was looked for (Experimental Conditions: 21 +/- 2 °C; RH 45 +/- 5%; Air flow: stagnant). As a control, 100% denatured ethanol was used (Figure 7-3).

Figure7-3: Glass slides after exposure to denatured ethanol by different applications

As shown in Figure 7-3, residue spots are observed on the glass slide when denatured ethanol is applied in drop form and allowed to dry, while no residue was observed by visual means if applied with the wipe methodology. The reason for this is denatured ethanol is not a “pure” product—it is ethanol mixed with one or more small amounts of different chemicals added to make it unsuitable for drinking. The denatured ethanol used in the experiments detailed in this document consisted of 95% ethanol, 4% methanol, and 1% isopropanol (there is no standard but this is one of the most commonly used compositions of denatured ethanol). Depending on the type, amount and purity of the different chemicals added, residue drops can be left on the surface. The residue observed from denatured ethanol can be a result of plastic or contaminants being leached from the containers the denatured ethanol is stored in. Additionally, the formed residue can be a result of the free denatured ethanol on the slide collecting dust from the air. To this, the laboratory areas these experiments were conducted in were, for intents and purposes, clean with stagnant air flow similar to what would be in de-energized field equipment open to the environment.

Importantly, the slides that displayed residue after drying could have the residue easily removed by wiping the surface with a new lint-free wipe, producing the same visual result as if the slide had been subject to the wiping methodology (Figure 7-4)

Figure7-4: Comparison of glass slide exposed to ethanol drop and later wiped versus glass slide that was wiped with ethanol

Figure7-4: Comparison of glass slide exposed to ethanol drop and later wiped versus glass slide that was wiped with ethanol

With the baseline established, the different cleaners were applied to the glass slides in droplet format (0.5 mL) to observe the “worst case” scenario:

  1. 5% isooctanol/95% distilled water (Figure 7-5)

  2. 5% or 10% isopropyl alcohol in distilled water (Figure 7-6)

  3. EPRI cleaner (Figure 7-7)

  4. Propyl Cellosolve™ (Figure 7-8)

  5. Butyl Cellosolve™ (Figure 7-9)

  6. Liquid CO2(Figure 7-10)

  7. Solid CO2(Figure 7-11)

In all cases of the liquid cleaners, a residue was left behind when the cleaner was applied as a drop and allowed to evaporate. By visual appearance alone, the liquid cleaner that left the most solid residue was the EPRI cleaner, while the least solid residue was left behind on the glass slide that was applied with isopropyl alcohol solution. The Butyl Cellosolve™ was observed to still have liquid remaining on the surface of the glass slide even after 20 hours of evaporation time. Importantly, the residues that were observed on glass could be wiped off using another lint-free wipe.

The liquid CO2 cleaner was observed to leave no residue immediately after application and even after leaving out for 20 hours. The solid CO2 cleaner was observed to have some of the material freeze to the surface of the glass slide with application. Wiping the surface lightly with the removal tool did cause chipping of the solid CO2, but some solid CO2remained on the surface. When the slides were allowed to warm up for 5 minutes, the solid CO2evaporated and no residue was left on the glass surface—appearing the same as leaving the slide in an open environment for 20 hours.

Figure7-5: Results of glass slide exposed to 5% isooctanol solution with different applications

Figure7-5: Results of glass slide exposed to 5% isooctanol solution with different applications

Figure7-6: Results of glass slide exposed to 5% or 10% isopropanol solution with different applications

Figure7-6: Results of glass slide exposed to 5% or 10% isopropanol solution with different applications

Figure7-7: Results of glass slide exposed to EPRI Cleaner with different applications

Figure7-7: Results of glass slide exposed to EPRI Cleaner with different applications

Figure7-8: Results of glass slide exposed to Propyl CellosolveTM with different applications

Figure7-8: Results of glass slide exposed to Propyl CellosolveTM with different applications

Figure7-9: Results of glass slide exposed to ButylCellosolve™ with different applications

Figure7-9: Results of glass slide exposed to ButylCellosolve™ with different applications

Figure7-10: Results of glass slide exposed to Liquid CO2 with different applications

Figure7-10: Results of glass slide exposed to Liquid CO2 with different applications

Figure7-11: Results of glass slide exposed to Solid CO2 with different applications

Figure7-11: Results of glass slide exposed to Solid CO2 with different applications

From the observations of the different cleaners and the residues that could be left behind, along with trying to diversify the types of cleaners used, the list of cleaners to further evaluate was reduced to:

  • Isopropyl alcohol in distilled water

  • EPRI cleaner

  • Propyl Cellosolve™

  • Liquid CO2

  • Solid CO2

    1. Initial Evaluation of Cleaners on Artificially Dirtied Surfaces

With a visual residue analysis performed by just using the cleaners on glass surfaces, the next step to test the cleaning ability of the cleaners was to artificially dirty substrate surfaces with materials representative of what may contaminate materials in breaker interrupters. The following compounds were chosen as representative samples of contaminants that could be found in contaminated interrupter tanks (Figure 7-12):

  1. Amorphous carbon – created from high heating and arcing of carbon based materials such as polymers and generated volatile compounds.

  2. Aluminum powder – generated from the wear of aluminum components in the system

  3. Iron oxide – to simulate the presence of rust from the oxidation of steel components from the ingress of oxygen or water.

  4. Sulphur – the base solid that is found in SF6. Although not typically present in systems, the electronic and reactive structure is similar to several compounds that can be generated as arc byproducts.

  5. Fine ISO certified dust – to represent dirt that could enter the system consisting of silicon oxide, aluminum oxide, calcium oxide, potassium oxide, magnesium oxide, titanium oxide, iron oxide and sodium oxide.

  6. Iron Chloride – due to the toxic and hazardous nature of iron fluoride (a common SF6 byproduct) iron chloride is chosen as the representative molecule. Fluoride and chloride are both halide ions. Importantly, chloride is the next closest halide in size and weight to fluoride making it the best alternative counter ion to study instead of fluoride.

  7. Gadus S2 Grease – a petroleum based grease defined by many manufacturers of switchgear as the oil based grease to use for lubrication of specific components.

  8. Molykote 1292 – the silicone based grease defined by many manufacturers of switchgear to use for lubrication of specific components.

Each of the solid contaminants was suspended to make a slurry in hexanes (distilled in glass grade) in a ratio of 1 g of contaminant to 5 mL of hexanes. For the greases, they were directly applied to the slides. Two different application methods were explored to artificially contaminate the slides:

  1. Applying 300 uL of the slurries or greases to the slides to cover as much of the slide as possible

  2. Applying 100 uL of the slurries or greases to the slides, followed by spreading the material as evenly as possible over the slide surface with the pipette tip

After application of the contaminants, it was assessed that using 300 uL of the contaminants was a significantly greater level than would typically be seen in switchgear (Figure 7-13). As a result, further evaluation experiments were performed with 100 uL of the contaminant solutions.

Figure7-11: Representative contaminants for interrupter switchgear: (A) Amorphous carbon, (B) Aluminum powder, (C) Iron oxide powder, (D) Iron Chloride,(E) Sulphur, (F) ISO Dust, (G) Gadus S2 grease, (H) Molykote silicone grease

Figure7-11: Representative contaminants for interrupter switchgear: (A) Amorphous carbon, (B) Aluminum powder, (C) Iron oxide powder, (D) Iron Chloride,(E) Sulphur, (F) ISO Dust, (G) Gadus S2 grease, (H) Molykote silicone grease

Figure7-11: Heavily applied iron based contaminants on glass slides

Figure7-11: Heavily applied iron based contaminants on glass slides

With both the methodology for producing contaminated slides that would be somewhat representative of contaminated surfaces in switchgear, and the methods for cleaner application chosen, slides of both glass and cold rolled steel were dirtied and cleaned with the 5 different cleaners. Visual inspection of all the slides after cleaning with all the cleaners showed no visible contaminants left behind with the exception of the Molykote silicone grease. However, the visible silicone grease could be removed by using an additional lint-free wipe. Scratches that were found on the surfaces of the steel samples were superficial and were mainly attributed to the hard/rigid nature of the contaminant particles themselves. It is important to note that the discoloration found on the steel surfaces contaminated with iron chloride are a result of the acidic nature of iron chloride (similar to that of iron fluoride).

Although visual contamination of the slides is achievable with the different selected cleaners, the visual absence of residues does not mean the material is free of contamination. Trace levels unable to be seen by the naked eye may still be present even though the slides look clean. The trace levels of contaminants that are not removed may provide:

  • A nucleation site (a site for other contaminants to be attracted to)

  • A conductive point to promote arcing or heating inside

In other words, a surface may look clean, but may still be an area of concern if not made as free as possible of contaminants. To determine the amount of trace residues of the visually clean slides, two analytical techniques were employed:

  1. Scanning Electron Microscopy with Energy Dispersive Spectroscopy (SEM-EDS) to visualize particles and detect metal content (Figure 7-14, left)

  2. Fourier Transform Infrared Spectroscopy (FT-IR) to detect organic/carbon-based materials (Figure 7-14, right)

Figure7-14: Analytical instrumentation to assess trace residue content. Left: SEM-EDS System, Right: FT-IR System

SEM-EDS Analysis

No additional sample preparation is required for SEM-EDS analysis of the steel and glass slides. SEM-EDS was used to evaluate the effectiveness of the different cleaners for the contaminants with defined chemical signatures (aluminum, iron oxide, iron chloride, sulfur and silica dust). For the steel slide samples, iron oxide cannot be analyzed using SEM-EDS on steel, as the steel is predominantly iron and naturally contains some iron oxide on the surface. By the same rationale, the ISO dust cannot be analyzed using SEM-EDS on glass, as the glass consists of many of the same elements as the ISO dust. In this initial evaluation, gross chemical evaluation of the surfaces was performed which entailed placing each slide directly into the SEM-EDS and scanning for any physical features, material, or contaminants on the surface. When material or features that were clearly not part of the natural surface were observed, a magnified electron micrograph was generated, an elemental spectra was collected, the electron source was retracted to collect as much area as possible (approx. 3 mm) and an elemental analysis was performed.

Researchers developed an effectiveness metric as follows:

  • Not effective = more than 1000 kilocounts in analysis area

  • Somewhat effective = less than 1000kilocounts in analysis area

  • Effective = not detected by SEM-EDS

Table 7-1 provides the summary of the SEM-EDS analysis of the different cleaners with the different contaminants on the carbon steel slides, and Table 2 provides the SEM-EDS analysis on the glass slides.

Table 7-1: Summary of findings from SEM-EDS analysis of carbon steel slides

Not effective = more than 1000 kilocounts in analysis area
Somewhat effective = less than 1000kilocounts in analysis area
Effective = not detected by SEM-EDS

As shown in Table 7-1, all cleaners were effective in removing aluminum dust from the steel slides surfaces. The EPRI cleaner was just as effective as denatured ethanol at cleaning the steel surfaces of all contaminants. 10% IPA and solid CO2 showed more types of residue but much lower amounts that the other cleaners tested. Due to the corrosive nature of iron chloride (just as with iron fluoride), with the exception of the solid CO2, all the cleaners showed traces of iron chloride after cleaning.

Table 7-2: Summary of findings from SEM-EDS analysis of glass slides

Not effective = more than 1000 kilocounts in analysis area
Somewhat effective = less than 1000kilocounts in analysis area
Effective = not detected by SEM-EDS

For the glass slides, the effectiveness of the cleaners was slightly different for the contaminants. The reason for this is the different hydrophobic/hydrophilic interactions the cleaners can have with the glass surfaces compared to metal. The isopropyl alcohol cleaner showed the same affinity for cleaning as denatured ethanol, and both the EPRI cleaner and solid CO2 showed significant promise at removing contaminants from a glass surface. Both liquid CO2 and Propyl Cellosolve™ left more residue behind with one application, which is similar to what was observed with the carbon steel slides.

FT-IR Analysis

To evaluate the effectiveness of the different cleaners at removing greases from glass or metal slides, FT-IR analysis was performed. In brief, each slide (either glass or steel) was rinsed with 5 mL of hexanes into a clean glass jar. The 5 mL of hexanes was used to continually rinse the surface of each slide 25 times to ensure all organic residue on the slide was transferred off the surface(Figure 7-15). The hexane wash was then reduced in volume to 1 mL using a stream of clean nitrogen, effectively concentrating the solution. A single drop of the concentrated solution was placed onto the FT-IR analysis cell and allowed to evaporate, leaving a thin film to be analyzed(Figure 7-15). Table 7-3 and Table 7-4 present the results of the organic residue analysis by FT-IR by measuring the IR signal in the carbon-hydrogen region of the different cleaners compared to the ethanol baseline.

Figure 7-15: Images of FT-IR analysis protocol: Left – washing of slide. Right – application of sample to FT-IR

Figure 7-15: Images of FT-IR analysis protocol: Left – washing of slide. Right – application of sample to FT-IR

Table 7-3: Summary of findings organic residue analysis of carbon steel slides by FT-IR (Value Tolerance +/ 0.2)

With the exception of liquid CO2, which left a significant amount of residue behind for both greases, all other cleaners were worse than denatured ethanol for the petroleum based grease (Gadus), but better for silicone based grease (Molykote).

Table 7-4: Summary of findings organic residue analysis of glass slides by FT-IR (Value Tolerance +/ 0.2)

For the contaminated glass slides, the EPRI cleaner, IPA, solid CO2 and Propyl Cellosolve™ removed more or close to the same amount of the greases when compared to denatured ethanol. Due to the uncertainly in the measurement, with the exception of the liquid CO2all cleaners studied provided an equivalent effectiveness of removing greases as denatured ethanol.

Refined and Expansion Testing of Cleaners on Artificially Dirty Surfaces

With the preliminary testing of the initial five alternate cleaners on the glass and carbon steel surfaces established, additional material types were added to the study: fiberglass (for internal electrical applications) and aluminum. Additionally, although still 100% volatile organic content, exploration of acetone as an alternative cleaner was performed. Acetone is labelled by the EPA as a “low-reactive organic compound” and is exempt from the CARB regulation. For completeness and to test repeatability, a new set of carbon steel and glass slides were prepared, contaminated with the different materials, cleaned and analyzed for residues. All these combinations produced 168 samples to be analyzed.

To add sensitivity and consistency to the SEM-EDS analysis, the new sample slides were wrapped in thin conductive foil to prevent bulk charging of the surfaces. The conductive foils were either high purity aluminum or carbon depending on the contaminant and substrate being analyzed. Defined sized circles were drawn 0.5 mm from the edge at the center of the slides to provide a consistent area size and location of analysis on each slide (Figure 7-16).

Figure 7-16: Sample testing location on fiberglass slide with aluminum surrounding analysis area

Additionally, before use, each slide of each substrate type had SEM micrographs collected (Figure 7-17). To provide a frame of reference, additional slides of each material were subjected to a heavily concentrated solution of each contaminant (Figure 7-17 to Figure 7-21).

Figure 7-17: SEM micrographs of the 4 substrates without being subject to any contamination
Figure 7-18: SEM micrographs of the glass slides heavily soiled with the 5 particle contaminants
Figure 7-19: SEM micrographs of the carbon steel slides heavily soiled with the 5 particle contaminants
Figure 7-20: SEM micrographs of the aluminum slides heavily soiled with the 5 particle contaminants
Figure 7-21: SEM micrographs of the fiberglass heavily soiled with the 5 particle contaminants

The above figures show that each particle distributes differently on each substrate surface even when applied in the same manner and concentration. With baseline morphologies and deposition patterns refined and established, Table 7-5 to Table 7-8 provide the summaries of the SEM-EDS analysis of the different cleaners with the different contaminants on the four substrate surfaces.

Table 7-5: Summary of findings from SEM-EDS analysis of carbon steel slides in refined study
Table 7-6: Summary of findings from SEM-EDS analysis of glass slides in refined study
Table 7-7: Summary of findings from SEM-EDS analysis of aluminum slides in refined study
Table 7-8: Summary of findings from SEM-EDS analysis of fiberglass slides in refined study

The data from the refined and replicated studies shows that for the glass and carbon steel slides, the cleaners appeared to work with the same or improved effectiveness for removing the contaminants when compared to the initial trial. This is indicative that the application and methodology of cleaning is both reproducible and validated. In the refined study, where the analysis area was defined, the trace contamination level was the same or less than in the initial trial for all cleaners. This indicates care must be taken to uniformly contact the surface with the cleaner and dry wipe to avoid contamination being left behind.

Evaluating all the cleaners, on all the substrates, with all the contaminants, the IPA solution and Propyl Cellosolve™ performed with the same cleaning efficiency as denatured ethanol, followed closely by acetone.

Importantly, although the fiberglass samples (non-colored, chemically resistant, rated to >100°C) used were made from a fiberglass made for switchgear applications, several non-uniform characteristics were identified (Figure 7-22). The heterogeneity of the fiberglass samples illustrate the additional challenges of ridges, voids and a multi-nature system that comes with the substrate. Although these areas are shown to be effectively cleaned of trace particle contaminants, a higher surface tension solvent (Propyl Cellosolve™) or a fast drying/evaporating solvent (acetone) would be preferred to an aqueous based alcohol solution so as to not remain on the exposed fiberglass surfaces.

Figure 7-22: SEM micrograph of fiberglass sample non-uniform characteristics. Red = exposed fiberglass fiber; Green = small holes or voids at the surface; Blue = Elevated or inconsistent regions above where fibers are located

Table 7-9 to Table 7-12 present the results of the different cleaners for removing the two types of greases from the different substrates as evaluated by FT-IR.

Table 7-9: Summary of findings organic residue analysis of carbon steel slides by FT-IR replicate study and acetone (Value Tolerance +/ 0.2)
Table 7-10: Summary of findings organic residue analysis of glass slides by FT-IR replicate study and acetone (Value Tolerance +/ 0.2)
Table 7-11: Summary of findings organic residue analysis of aluminum sides by FT-IR (Value Tolerance +/ 0.2)
Table 7-12: Summary of findings organic residue analysis of fiberglass sides by FT-IR (Value Tolerance +/ 0.2)

For the replicates of the carbon steel and glass slides, the cleaning efficiencies of all the cleaners for all the contaminants remained constant when compared to the initial trials. This continues to show the methodology for cleaning is rugged and reproducible. For the additional two substrates (aluminum and fiberglass), the isopropyl alcohol solution, EPRI cleaner and Propyl Cellosolve™ were equivalent or better at removing petroleum based contaminants from the two substrates, but were shown to be not as effective at removing the silicone based grease.

Conclusions and Recommendations

From reviews of the literature, feedback from electrical utilities, and initial testing, six alternative cleaners to denatured ethanol were used on four different substrates commonly found in breaker interrupters. The different substrates were purposefully contaminated with seven different particle and organic contaminants, representing the different types of contaminants that can be found in switchgear.

For all the substrates, iron chloride(representing metal halide content i.e. metallic SF6 decomposition products) left the most residue behind. The effectiveness of the cleaners for particle based contaminants was observed as:

10% IPA = Propyl Cellosolve™ > acetone > Liquid CO2> EPRI cleaner > solid CO2

The Propyl Cellosolve™ cleaner was the most effective at removing the greases from all surfaces, but still did not perform as well as denatured ethanol for removing petroleum based grease from carbon steel and silicone based grease from aluminum.

From the observations in this study, Propyl Cellosolve™ holds the most promise as an alternative cleaner to use on switchgear components in the field instead of denatured ethanol.

Laboratory Two Research Efforts

This subsection is limited to the work done by Laboratory Two beginning with their understanding of the problem through to their conclusions as described and reported by them.

Introduction

Background and Objective

Recent changes to environmental regulations in California require cleaning solvents to contain substantially less VOCs. The use of denatured alcohol solvent, specified by many SF6 circuit breaker manufacturers for cleaning internal parts of interrupters, is no longer compliant with these requirements.

The objective of these tests is to quantify whether there are alternative cleaners for maintenance of interior portions of SF6 circuit breaker interrupters that meet both California regulations and manufacturers’ requirements.

Normally Cleaned Materials and Example Parts in Circuit Breaker Interrupters

Circuit breaker designs and specific materials used vary from manufacturer to manufacturer and among manufacturers’ models. The exact composition of component materials such as epoxy and fiberglass are considered manufacturer proprietary. Nonetheless, it is possible to list the typical materials used in an SF6 interrupter tank. These are:

  • Cast aluminum shields

  • Machined aluminum tube supports

  • Steel operating rod

  • Resin dielectric interrupter and support tubes

  • Copper main contacts

  • Silver plated copper contacts

  • Tungsten alloy arcing contacts

  • Teflon nozzle

Contaminants and Lubricants in Circuit Breaker Interrupters

It is not possible to list all the possible contaminants that could be found or introduced when opening and working on an interrupter or the quantities of any contaminant. However, the most likely contaminants are:

  • Petroleum greases with lithium thickeners, such as Shell Alvania No. 2, now available as an equivalent replacement grease as Shell Gadus S2 V100, inadvertently applied

  • Carbon

  • Fingerprints

  • Arc byproducts

List of Cleaners to be Tested

Based on an understanding of the desired chemical properties and cleaner applications, a short-list of potential candidates was developed initially. These are:

  • Denatured alcohol

  • Hexamethyl disiloxane (HMDS) with and without alcohol added

  • Silicone with acetone added

  • Acetone

  • Trichloroethylene (TCE)

  • Cellosolve™ (glycol ether)

Test Methods for Cleanliness of Surfaces

Manufacturers do not specify a level of cleanliness and there is no single standard for evaluating cleanliness of circuit breaker interrupter components. Therefore the researchers selected a combination of methods believed to be informative including:

  • Visual inspection

  • X-ray fluorescence (XRF)

  • ASTM F21-14 Standard Test Method for Hydrophobic Surface Films by the Atomizer Test

  • Photographs

Methodology

In an effort to most closely replicate actual cleaning tasks and cleaner application conditions, tests were conducted on interrupter components from retired circuit breakers used as test sample substrates.

A baseline of contaminants was established from test samples from five different interrupters and detection methods established:

  • The powdery arc byproducts from normal operation, which contain compounds such as fluorine that are distinguishable via X-ray analysis techniques and XRF or another X-ray analysis technique can be used to detect them.
  • Powdery byproducts, if present, will be vacuumed away before other testing and cleaning proceeds
  • The presence of grease can be detected by test method ASTM F21-14.

  • Residues left by the cleaning process can be noted visually and by XRF. In addition, because some residues may affect dielectric properties, power factor testing of insulating component can be performed.

A baseline of current cleanliness expectation can be established by rubbing the contaminated surfaces with denatured alcohol on lint-free wipes and testing with the methods above.

Results from using other candidate cleaning agents in a similar way will be compared to the cleaning efficacy of the denatured alcohol. Attention will also be paid to and results recorded for other important characteristics including:

  • Residues

  • Damage to surfaces

  • Chemical interactions

  • Drying time

A maximum of five sample surfaces of interrupters will be tested with each of the cleaning agents and with each of the following materials and results recorded. These tests can be performed on different areas of the same interrupter.

  • Aluminum

  • Steel

  • Resin dielectric

  • Copper

  • Silver plated copper

Research Approach

What is “Clean”?

“Clean” is a subjective term. There is no quantified measure of “cleanliness” To say something is either “clean” or “dirty” is a judgment assessment. However, we can measure concentrations of contaminants, both contaminants as adsorbed and chemisorbed species.

Measurement of cleaning efficacy will be made relative to the cleaning, i.e. removal of contaminants, accomplished using denatured ethyl alcohol as a control. Specifically, the degree of contamination with certain contaminants (visual and forensic) before and after cleaning with candidate solvents will be measured and compared to denatured ethanol.

Expected Contaminants

Arc Byproducts

The most likely contaminant to find and the one with the largest expected amount is the mixture of arc byproducts formed in the current interruption process. Previous EPRI efforts have analyzed the arcing byproducts (commonly called white powder) residues from breakers under scanning electron microscopes with EDS and elemental mapping. The powder showed high concentrations of copper, fluorine, tungsten and oxygen. This suggests the residues are mixtures of copper fluorides and tungsten oxides. Using tungsten and copper as markers, X-ray fluorescence (XRF) can be used to determine the efficacy of cleaning on metal parts. XRF cannot be use on plastic resin or fiberglass parts. X-ray penetrates too deeply into the material to respond to what is on the surface. Typical XRF results of arc byproduct analysis are shown in Figure 7-23.

Figure 7-23: Actual arc byproducts (white powder) removed from a retired SF6 circuit breaker were collected and mixed into a water solution. This solution could then be applied to test sample surfaces and allowed to dry, leaving the arc byproduct residue on the test surface.

Greases

There is very little grease used within a circuit breaker interrupter. Grease is used on silver plated sliding contact joints such as bushing connections and puffer cylinders. Instruction manuals call for the grease to be rubbed into the microscopic pores of the silver plated surface; then removal of all excess grease so that only a light film remains. The grease often specified is a petroleum based grease with a lithium thickener such as Shell Gadus S2 V100 (formerly called Alvania No. 2).

Previous EPRI efforts have analyzed the relative effectiveness of various cleaners on oxidized greases. The results are shown in Table 7-13.

Table 7-13: Relative cleaning effectiveness results for oxidized Shell Gadus grease with different cleaners:
Grease Alcohol Acetone HMDS
Shell Gadus 5% 11% 34%

Acetone and hexamethyldisiloxane(HMDS) are both better cleaners of this oxidized grease than alcohol. Note that these tests were performed to explore breaker mechanism cleaning, where oxidized grease is commonly found.

Since oxidized grease may not be present in an interrupter, a new test was devised. Approximately 150mg of Gadus S2 V100 2 grease was placed in a beaker as a light film around the sides.50mL of solvent was measured out, using a graduated cylinder, and added. The solvent and grease were left to sit for 10 minutes and then the excess solvent was poured out. The beaker was left to dry overnight. The mass of grease initially added to the beaker and that remaining were measured. The results are shown in Table 7-14.

Table 7-14: Results of Gadus S2 V100 2 Grease Solvency
Material Grease Applied (mg) Mass Removed (mg) Removal Rate
Denatured Alcohol 147 6.4 4.4%

Acetone

(Semiconductor Grade)

145.8 47.7 32.7%

Acetone

(Technical Grade)

151.1 37.7 25.0%
Perchloroethylene 190 188.9 99.4%
HMDS 155.3 0 0.0%

The grease used has multiple petroleum fractions that contain a mixture of different molecules, which in turn have various solubilities in different solvents. Acetone appears to be capable of dissolving some fractions. Perchloroethylene dissolves all fractions. HMDS and denatured alcohol do not appear to dissolve a significant amount of this grease.

Test Surface Samples

By far the largest and most critical surface areas in an interrupter are either aluminum or fiberglass. Sample pieces of each were selected for initial testing.

In order to more closely replicate actual field condition found when cleaning a circuit breaker interrupter, actual interrupter components removed from a retired breaker were utilized in addition to the sample coupons. The surfaces of these components serve as the substrate for the application of contaminants and the wipe cleaning with the candidate solvents and denatured ethanol. The test samples components were removed from an ABB 242 PMRI breaker interrupter and are shown in Figure 24.

Figure7-24: Test samples removed from ABB 242 PMRI breaker mechanisms supplied by EPRI member

Test Plan

A series of tests were selected and designed based on the research objectives and desired characteristics of a possible substitute for denatured ethyl alcohol:

  • Relative Dry Time – Measures how long solvents take to dry relative to denatured alcohol

  • Analysis on Coupon Sample Surfaces – Analyzes the efficacy of cleaners on fiberglass and aluminum coupon surfaces contaminated with arcing byproducts. Assessment is visual, XRF analysis and Power Factor analysis.

  • Analysis on Circuit Breaker Parts – Analyzes the efficacy of cleaners on fiberglass and aluminum surfaces contaminated with arcing byproducts. Inspections include visual, X-ray fluorescence XRF analysis.

  • Power Factor(PF) Analysis of Dielectric Parts – Measures insulation strength and power factor of breaker insulating circuit breaker components with residues left behind by cleaner candidates with a Doble M-1000 test set. PF tests were done at 10KV.

Table 7-15 provides a guide to which tests were performed on which substrate.

Table 7-15: Experiment Matrix

Candidate Solvents

After some consideration, the following solvents were selected for testing:

  • Denatured Alcohol – the control.

  • Technical Grade Acetone – common grade of the solvent available at the hardware store.

  • Semiconductor Grade Acetone – higher purity grade of acetone.

  • HMDS (Hexamethyldisiloxane) – CARB compliant solvent popular in optics and medical devices.

  • Cellosolve™ (Butoxy ethanol) – Not CARB compliant, but evaluated in early experiments as a potential additive.

  • Perchloroethylene – common cleaner and degreaser sold to many utilities under the brand name, LectraClean®.

Test Results

Relative Drying Time Measurements

The purpose of this test was to understand how quickly a solvent will evaporate compared to denatured alcohol evaporation. This characteristic is significance because in field cleaning applications maintenance crews would desire that the solvents dry within a reasonable amount of time.

The relative drying time test was accomplished by putting known amounts of solvent onto a scale and measuring the time it took for 50wt% of it to evaporate at room temperature. Acetone, HMDS, and Perchloroethylene dried faster than denatured alcohol. The test results are shown in Figure 25. Note that the results for Cellosolve™ are not shown as it took over 10 times as long as denatured alcohol to dry.

Figure7-25: Relative Drying Times of Cleaner Solvents

Cleaning Assessments Using Test Coupon Samples

In order to collect useful data while developing processes for simulating residues found in breakers for test on actual breaker interrupters, initial testing was performed on sample coupons of the two critical materials found in a breaker interrupter tank. For this test, samples of Garolite® fiberglass were obtained. This is an electrical grade material but, because breaker manufacturers do not precisely identify the fiberglass used, may not be the same as the materials found in various breaker designs. Variances in resin types can lead to different performances in fiberglass parts. In addition, stock aluminum coupons were selected. Each sample coupon was coated with a paste of arcing by-products (white powder) prepared by adding water to the powder removed from a retired breaker.

The contaminated samples were wiped once with a lint-free cloth soaked in the appropriate solvent. Cleaning was done on the same coupon with all solvents, one next to another, to facilitate a visual comparison between cleaners for efficacy and residues.

Aluminum Sample Coupon

Visual inspection showed that both grades of acetone and the Cellosolve™ appeared to do a comparable job to denatured alcohol. HMDS and Perchloroethylene did not do as well of a job cleaning the white powder, leaving a few streaks.

Figure7-26: Simulated Surface: Aluminum Sample

Fiberglass Sample Coupon

Visual inspection showed that both grades of acetone appeared to perform comparable to denatured alcohol. The HMDS and Perchloroethylene left a streaky residue.

Figure7-27: Simulated Surface: Fiberglass Sample

Note that Cellosolve™ was included here only for general information purposes. Its long drying time was considered justification for removing it as a candidate substitute.

Cleaning Assessments Using Actual Circuit Breaker Components

Aluminum Shields

The breaker interrupter shields were coated with arc byproduct white powder material. The coating was accomplished by a spray process using a 1% aqueous solution of arc byproducts removed from a retired circuit breaker.

The contaminated shield samples were wiped once with a lint-free cloth soaked in the appropriate solvent. Cleaning was done on the same shield with all solvents, one next to another, to facilitate a visual comparison between cleaners for efficacy and residues.

The visual appearance of the cleaning results are shown in Figures 7-28, 7-29, and 7-30. No discernable difference could be noted visually between the five solvents.

The key to the solvents used on each sample shield is:

1 = Denatured Alcohol

2 = Acetone (Semiconductor Grade)

3 = Acetone (Technical Grade)

4 = HMDS

5 = Perchloroethylene

Figure7-28: Sample Shield 1 Cleaning Results

Figure7-28: Sample Shield 1 Cleaning Results

Figure7-29: Part of Sample Shield 2

Figure7-29: Part of Sample Shield 2

Figure7-30: Part of Sample Shield 2

Figure7-30: Part of Sample Shield 2

Aluminum Flanges

The breaker interrupter flanges were coated with arc byproduct white powder material. The coating was accomplished by a spray process using a 1% aqueous solution of arc byproducts removed from a retired circuit breaker.

The contaminated flange samples were wiped once with a lint-free cloth soaked in the appropriate solvent. Cleaning was done on the same shield with all solvents, one next to another, to create a visual comparison between cleaners for efficacy and residues.

The visual appearances of the cleaning results are shown in Figures 7-31, 7-32, and 7-33 along with the key to the solvents used. No discernable difference could be noted visually between the five solvents.

Figure7-31: Aluminum Flange 1

Figure7-31: Aluminum Flange 1

Key:

A = Denatured Alcohol

B = Acetone (Semiconductor Grade)

C = Acetone (Technical Grade)

D = HMDS

E = Perchloroethylene

Figure7-32: Aluminum Flange 2

Figure7-32: Aluminum Flange 2

Key:

F = Denatured Alcohol

G = Acetone (Semiconductor Grade)

H = Acetone (Technical Grade)

J = HMDS

K = Perchloroethylene

Figure7-33: Aluminum Flange 3

Figure7-33: Aluminum Flange 3

Key:

L = Denatured Alcohol

M = Acetone (Semiconductor Grade)

N = Acetone (Technical Grade)

O = HMDS

P = Perchloroethylene

X-Ray Fluorescence (XRF) Analysis

The areas where the five remaining test solvents were used on both aluminum shields and flanges were scanned with an XRF gun (see Figure 7-34) before and after cleaning to show the presence of the trace metals copper and tungsten, known to be in the arc byproduct material. Scans were done for 30 seconds at three points on each area.

Figure7-34: The X-ray fluorescence test instrument used.

Figure7-34: The X-ray fluorescence test instrument used.

The highest concentrations were found for copper and tungsten. These are materials used in interrupter contacts. All of the XRF readings from the areas where a particular solvent was used for both shields and flanges were averaged to get an overall measurement for each solvent.

Figure 7-35 shows the XRF results for the two metals relative to the removal efficacy of denatured ethyl alcohol. For example, referring to the graph, this test showed that perchloroethylene removed about 20% more material than did denatured alcohol.

Figure7-35: XRF results on aluminum shields and flanges – residue: removal efficacy relative to denatured alcohol

Figure7-35: XRF results on aluminum shields and flanges – residue: removal efficacy relative to denatured alcohol

Figure 7-36 shows the same test results by comparing the changes in actual metal trace concentrations.

Figure7-36: XRF results: Removal Efficacy Based On Changes In Trace Concentration

Figure7-36: XRF results: Removal Efficacy Based On Changes In Trace Concentration

Figure : XRF results: Removal Efficacy Based On Changes In Trace Concentration

Table 16 shows the results of another test in tabular form where the concentrations were measured before and after cleaning with XRF. As would be expected, there is not precise numerical agreement between the two tests but the relative performances generally agree. Recall that the test protocol calls for only one wipe and the spray application may not result in uniform material deposits from test to test or across the surface.

Table : Removal Efficacy Based On Measured Changes In Trace Concentration

Cu Before

Cu After

% Change

W Before

W After

% Change

Alcohol

178.67

164.47

7.95%

170.40

132.73

22.10%

Acetone (Semi-conductor Grade)

192.00

165.22

13.95%

180.27

132.27

26.63%

Acetone (Technical Grade)

187.80

169.00

10.01%

187.27

146.40

21.82%

HMDS

202.27

181.13

10.45%

245.20

170.40

30.51%

Perchloroethylene

193.07

174.47

9.63%

178.27

140.47

21.20%

Fiberglass Operating Rods

The operating rod removed from a breaker was coated with arc byproduct white powder material. The coating was accomplished by a spray process using a 1% aqueous solution of arc byproducts removed from a retired circuit breaker.

The contaminated rod was wiped once with a lint-free cloth soaked in the appropriate solvent. Cleaning was done on the same rod with all solvents, one next to another, to create a visual comparison between cleaners for efficacy and residues.

The visual appearance of the cleaning results are shown in Figure 7-37. No discernable difference could be noted visually between the six solvents. Note, Cellosolve™ was tested for general information purposes only, not as a candidate solvent. It was also noted that the fiberglass of the operating rod was easier to clean and had less residue than the sample coupon material.

Figure7-37: Analysis of Breaker Parts: Operating Rods

Figure7-37: Analysis of Breaker Parts: Operating Rods

Key:

1 = Denatured Alcohol

2 = Acetone (Semiconductor Grade)

3 = Acetone (Technical Grade)

4 = HMDS

5 = Cellosolve™

6 = Perchloroethylene

Dielectric Analysis of Cleaned Circuit Breaker Components

Power factor testing is a well-established technique for assessing the electrical integrity of insulating materials and possible degradation of insulating properties. It is performed by applying a high voltage (10 kilovolts for the test set used) and measuring the resulting currents, both AC and DC, and the angle between the two. The lower the power factor, the better the insulation.

The first test substrate chosen was an insulating interrupter support tube. Figure 7-38 shows two tubes in an interrupter assembly.

Figure7-38: Analysis of Breaker Parts: Operating Rods

Figure7-38: Analysis of Breaker Parts: Operating Rods

The test procedure was:

  • First clean support tube with alcohol and dry

  • Measure and record dielectric condition

  • Paint with arc byproduct paste

  • Wipe clean with subject solvent

  • Measure and record dielectric condition

  • Conduct same test with other solvents

Figures 7-39, 7-40, and 7-41 show some test procedure steps.

Figure7-39: Drying after cleaning

Figure7-39: Drying after cleaning

Figure7-40: Painting with paste made of arc byproducts

Figure7-40: Painting with paste made of arc byproducts

Figure7-41: HV Power Factor test underway

Figure7-41: HV Power Factor test underway

These results showed no deterioration of dielectric properties resulting from cleaning with any of the tested solvents. The test results are presented in Table 7-17. Note that Windex was added to show the effects on dielectric performance from a cleaner residue.

Table 7-17: Results of dielectric analysis

Additional dielectric analysis was performed on the interrupter nozzle. The interrupter nozzle is made of a synthetic polymer and is within the interrupter tube visible in Figure 7-38.These results showed no deterioration of dielectric properties resulting from cleaning with any of the tested solvents. The test results are presented in Table 7-18.

Table 7-18: Results of Nozzle Dielectric Analysis

Safety and Hazard Considerations

All of the solvents tested are widely used in many industries and well classified as to physical and chemical properties. For comparison, Table 7-19 below shows for each solvent the National Fire Protection Association Diamond, designed to provide a quick visual representation of the health hazard, flammability, reactivity, and special hazards that a chemical may pose during a fire. Also shown are the Globally Harmonized System of Classification and Labeling of Chemicals (GHS) pictograms for labeling containers and for workplace hazard warnings.

Table : Safety and Hazard Information

Conclusions and Recommendations

Dielectric tests showed no difference between candidate solvents.

All solvent cleaning performances were reasonably similar and comparable to denatured alcohol with sufficient wiping.

The lint-free cloth needs to be thoroughly wetted so that the contaminants stick to it. Based on the experience of performing multiple cleanings for this research, this appears to be a more important factor than the type of solvent for cleaning efficacy.

From the tests performed, Semiconductor Grade Acetone appeared to perform the best. It had the second best performance on XRF tests, showed no adverse effects on fiberglass, and didn’t leave streaks on any test. It meets the other desired cleaner characteristics.

Interpretation of Laboratory Research and Conclusions

There is a conflict between some breaker manufacturers’ cleaning directions to use denatured ethyl alcohol in SF6 circuit breaker interrupters and California regulations prohibiting its use for such purpose that presents a challenge to utilities’ obligation to maintain the power delivery system and its components in good operating order. In an effort to address this challenge, EPRI undertook a research effort to quantify the cleaning efficacy of denatured ethyl alcohol and to identify potential cleaning alternatives to denatured ethyl alcohol that meet CARB and SCAQMD regulations for use in high voltage circuit breaker interrupters. However, there are a number of confounding issues to be considered in such an effort.

  • Different suppliers add different chemicals and amounts, which may change over time, to ethanol to affect the “denatured” state. Breaker manufacturers do not specify any particular formulation. Consequently, there is no way to quantify what contaminants may be present in any denatured ethanol used because the exact chemical composition varies by supplier.

  • There is no way to predict how contaminated any particular breaker may be because the level of contamination is determined by the breaker’s initial state, operations history, gas purity, and work practices of maintenance personnel.

  • Although breaker manufacturers instruct that the interrupter and other components be cleaned, there is no specification or guidance provided for what constitutes “clean.” Consequently, there is no way to accurately quantify a cleaned breaker component state in relation to the manufacturers’ instructions.

It is clear that the investigation of alternative cleaners cannot be done completely with quantifiable methods. Some subjective evaluations of the cleaning adequacy of any ethanol alternatives are necessary. After reviewing the research objectives and the confounding issues involved in selecting and evaluating alternative cleaners, EPRI concluded that scientific and engineering judgments and subjective evaluations and test result interpretations could impact the research results. Steps particularly subjected to such impact are:

  • Some judgment based pre-screening is necessary to develop a workable short-list of potential substitutes. There are hundreds, if not thousands, of potential candidate cleaners and it would not be feasible to formally evaluate all.

  • The laboratory simulations, tests and evaluations required are not standardized. Appropriate non-standard methodologies must be developed and implemented.

  • Cleaner assessment evaluations require some subjective judgments.

To mitigate possible subjective influences, EPRI engaged two independent laboratories to conduct separate investigations. Multiple researchers working independently should provide a broader perspective, different insights and a path to more informed research results.

Two research laboratories were selected and both laboratories were given the same problem definition and research objectives. The scope was limited to cleaning internal components of SF6 power circuit breakers. Each was then free to establish their short-list, laboratory protocols and evaluation criteria. The work of these laboratories was presented separately in the preceding subsections. To bring the overall investigation to a conclusion, EPRI synthesized the results of the two independent efforts into conclusions presented here.

Laboratory One

Laboratory One’s final short-list had the following candidate solvents:

EPRI Cleaner
10% IPA
Liquid CO2
Solid CO2
Propyl Cellosolve™
Acetone

The Laboratory One approach used known standard chemicals and substrate coupons, in addition to commercial greases, as proxies for the contaminants and materials that actually might be found in a circuit breaker. Although this approach allows a high degree of test repeatability and therefore likely similar results by other researchers, there is some question as to how well such tests model field conditions. For example:

  • It is unlikely that anything similar to the material profile of ISO dust would be found in an operating circuit breaker.

  • Carbon steel is not used in interrupters

  • Testing for cleaning efficacy for Fluorosilicone grease was included. The results are of general interest but such grease is not used within SF6 interrupters.

Nonetheless, the relative test results are valid for the conditions tested.

This laboratory concluded that the effectiveness of the cleaners for particle based contaminants was observed as:

10% IPA = Propyl Cellosolve™ > acetone > Liquid CO2> EPRI cleaner > solid CO2

The Propyl Cellosolve™ cleaner was the most effective at removing the greases from all surfaces, but still did not perform as well as denatured ethanol for removing petroleum based grease from carbon steel and silicone based grease from aluminum based on their tests.

From the observations in their study, Laboratory One concluded that Propyl Cellosolve™ holds the most promise as an alternative cleaner to use for circuit breaker interrupter components in the field instead of denatured ethanol.

EPRI does not think that 10% IPA is a desirable solvent for use in SF6 circuit breaker interrupters. It is extremely important to maintain low moisture levels in operating breakers and purposely adding water, which could be adsorbed by breaker component surfaces, is deemed not acceptable from an engineering perspective. Although not in the scope of the research, these results suggest that 10% IPA would be a good candidate for external cleaning tasks.

Under EPA Method 24/ASTM D6886Propyl Cellosolve™ is classified as a VOC and it is not clear to EPRI that this solvent would be CARB compliant for the intended application.

It is possible that the laboratory detection techniques used by Laboratory One were too sensitive for the objectives of the study. Of particular note is the laboratory’s poor assessment results for acetone for cleaning petroleum grease. This finding appears in contrast to conventional thinking. Acetone is widely used as a degreaser in many industries. Another possibility is that the single wipe test protocol employed was not realistic.

Laboratory Two

Laboratory Two’s final short list contained:

  • Acetone – semiconductor grade

  • Acetone – technical grade

  • Hexamethyl disiloxane (HMDS)

  • Perchloroethylene

To simulate the dominant contaminant found in operating circuit breakers, Laboratory Two developed an aqueous solution of actual arc byproducts removed from SF6 interrupter tanks. Spraying this aqueous suspension is not the same as the evolution of arc byproducts from current interruptions. Because the gas in an operating breaker has very low moisture levels, it is possible that the materials remaining after the water portion of the prepared solution evaporated had a different chemical structure than what would be found upon opening a breaker. However, it is understood that dealing with “fresh” arc byproducts would be hazardous and such material readily absorbs atmospheric moisture anyway.

For test substrates, Laboratory Two used actual breaker components removed from a retired breaker. This appears to be a better approach than using sample coupons but it is recognized that the materials, especially the insulating components, used may have different formulation in other breaker models and manufacturers’ designs. Laboratory Two did not used SEM-EDS analysis. Rather, they used visual, XRF and power factor tests. As a practical matter, field crews use only visual assessments for determining when a component is “clean.”

From the tests performed, Semiconductor Grade Acetone appeared to Laboratory Two to perform the best. It had the second best performance on XRF tests, showed no adverse effects on fiberglass, and did not leave streaks on any test. (The best XRF performer was HMDS, which was ineffective for cleaning petroleum grease.) Acetone meets the other desired cleaner characteristics.

EPRI Perspective

Limitations of the Research

In addition to the difficulty in quantifying the research objective, the other significant consideration is the possibility that some promising candidate was not identified due to the impractically large effort required for the scope of a universal search. There are a vast number of potentially applicable solvents or solvent mixtures that were not examined by either laboratory and new solvents appear regularly, which could be applicable for interrupter cleaning.

Given the size of the potential marketplace, some suppliers may develop targeted formulations specifically as CARB and SCAQMD compliant substitutes for denatured alcohol. It is quite possible that individual breaker manufacturers will see this as an opportunity to market cleaners for their own breakers. The research results presented here are reflective of the judgments of the researchers and materials available at the time the research was conducted.

Conclusion and Discussion

After reviewing the result from both independent laboratory efforts, EPRI researchers concluded that semiconductor grade acetone would not damage breaker components and would be an acceptable substitute for denatured ethanol for achieving an acceptable level of removal of contaminants in an SF6 interrupter when properly utilized. It is anticipated that the cleaning process would first remove all loose material by vacuum and then proceed to multiple wipes with fresh lint-free cloths for each wipe. Present field maintenance practices using denatured ethyl alcohol rely on visual assessment for determining a “clean” state and a similar approach would be used with acetone.

Acetone is explicitly exempt from CARB and SCAQMD restrictions. It is readily available from multiple commercial sources and would not require special maintenance personnel training.

Establishing CARB and SCAQMD compliance is a matter of understanding and interpreting the regulations. Assessing acetone cleaning efficacy relative to denatured alcohol was done as well as the inherent objective and scope limitations allowed. No test results indicated that acetone would not be as effective for removing arc byproducts as denatured ethyl alcohol or that acetone would damage any of the materials tested.

Cleaning only with lint-free cloth and no solvent was also considered as an alternative to using denatured alcohol in the interrupter. Both research laboratories were asked to consider this option and both concluded that it would not be as effective. Both independently stated that a large part of a solvent’s effectiveness in the studied application was due to the wetted cloth’s ability to retain contaminant particles in the cloth for easy removal from the interrupter. No quantitative tests of this characteristic were performed.

Cleaning with acetone should be quite effective for petroleum based greases, such as Shell Gadus s2 v100 grease, within the interrupter compartment. Although not part of the research scope, it was noted that some breaker manufacturers’ instructions call for using denatured alcohol to clean flange mating surfaces where Silicone or Fluorosilicone oil based greases are specified. Acetone would not be an effective solvent for such greases but the primary concern in this use is to remove dirt and debris and then recoat the surface with the same grease. Consequently, unlike within the interrupter, a small residue of old grease may not be problematic as long as the wiping has removed all other contaminants and debris.

The other desired solvent characteristics, including those listed below, require more subjective evaluations that will depend on individual utility considerations and circumstances.

  • Be safe to store and use

  • Not require specialized training or equipment to use

  • Be commercially readily available at a reasonable cost

In regards to worker safety, it is recognized that acetone has a lower flashpoint than denatured alcohol. Nonetheless, acetone is widely used in many industries and many organizations have developed and implemented procedures for its safe handling and use.

Because each original equipment manufacturer could have unique (and proprietary) materials, utilities should review the potential use of acetone in each specific circuit breaker model with the original equipment manufacturer. These discussions, especially for breakers still under warranty, would likely have a commercial component that would be in addition to technical considerations.

1.8 - Chapter 8 - Transmission Circuit Breaker Specifications and Procurement

Introduction

This chapter discusses specifications and procurement of high voltage power circuit breakers rated 72.5kV and above and is directed at currently available breakers. Some content may not apply to older breakers.

When requesting circuit breakers for lower voltages, such as 23, 34.5 & 46kV, the 72.5kV model is typically offered with some possible modifications for the reduced clearances. For example, bushings rated for the lower system voltage.

At present, the vast majority of high voltage circuit breakers available in this voltage range utilize Sulfur Hexafluoride (SF6) gas in a single pressure system for current interruption and dielectric insulation. Alternatives include vacuum interrupting and utilizing dry air for interruption and/or insulation.

Alternative gases to SF6 are also being investigated and are in various stages of development.

This discussion is limited to the single pressure SF6 gas circuit breaker design.

High voltage circuit breakers are designed and tested to meet standards established to ensure proper operation in accordance with their nameplate ratings. These standards are developed by a group of organizations that review and revise the standards as necessary. The Institute of Electrical and Electronics Engineers (IEEE) and the International Electrotechnical Commission (IEC) are major contributors to these standards with others also contributing and providing guidance. High voltage circuit breaker manufacturers are guided by these standards. They strive for consistency in their products, but there is some variation depending on application and geographic location.

In the United States market the primary standards are contained in IEEE standard C37 with input from others including ANSI (American National Standards Institute) and NEMA (National Electric Manufacturers Association).

Dead Tank vs Live Tank Design

In a dead tank circuit breaker the SF6 gas, interrupters and connected operating linkage are contained in a metal tank that is bonded to ground potential. This can be a single or three tank design.

A major advantage of the dead tank design is that the protection and metering current transformers (CTs) are included as an integral part of the circuit breaker.

Live tank circuit breaker interrupters are contained in SF6 filled insulated modules connected to transmission line potential. The modules are installed on insulated columns that contain the operating linkage. The columns and linkage are designed to provide line to ground isolation. CTs are not typically included with these circuit breakers and must be provided separately.

Live tank circuit breakers will contain less SF6 gas than their dead tank counterparts and will have a smaller foundation footprint.

Porcelain vs Composite Bushings

Porcelain was originally the material of choice for circuit breaker bushings and insulated columns. Various composite materials are now available and provide an alternative to porcelain.

Seismic, environmental and other considerations can influence decisions concerning circuit breaker type and bushing material selection.

Circuit Breaker Specifications and Features

Circuit Breaker Nameplate Information

Manufacturer’s nameplates are attached to circuit breakers in such a way as to be visible and accessible from the ground. Nameplates contain information and specifications specific to the circuit breaker. There is a minimum amount of information required on a circuit breaker nameplate. Manufacturers often add additional information for the benefit of the end user. This additional information will vary by manufacturer and circuit breaker type.

Nameplates typically include the following information:

  • Circuit breaker manufacturer, and may also include final assembly location

  • Circuit breaker type

  • Serial number, may also include shop or purchase order number

  • Date of manufacturer

  • Instruction book identification, may also include parts list and drawing identifications

  • Weight of circuit breaker with and without SF6 gas

  • Weight of SF6 gas

  • Rated, alarm and minimum SF6 gas operating pressures

Circuit Breaker Ratings

Circuit breaker ratings include:

Rated Maximum Voltage (kV) – Circuit breakers are offered in voltages compatible with existing transmission systems with a small built-in margin. The rated maximum voltage is the upper design limit of the circuit breaker. Refer to IEEE C37.04 for standard voltages.

Rated Continuous Current (A) – The primary current path of the circuit breaker is designed to continuously conduct the rated current at the specified rated voltage and frequency. There are several standard continuous ratings available for each voltage class.

Rated Short-Circuit (fault interrupting) Current (kA) –The rated short circuit current is the maximum current the circuit breaker is designed to interrupt, at the rated interrupting time, without sustaining damage. There are special system conditions that can interfere with the circuit breakers fault interrupting ability. These will be explained in the procurement section of this chapter (to be included at a later date).

There is a series of maximum short circuit ratings available per voltage class for normal circuit breaker operation.

Rated Interrupting Time (Cycles) – This is the circuit breaker tripping time measured from the trip coil energize to the main contact separation. Typically, a two or three cycle interrupting time is offered for standard high voltage gas circuit breaker operation.

Rated Frequency (cycles/Hz) – This is the design frequency of the transmission system being utilized. Typical design frequencies are 60 or 50 Hz with 60 Hz the standard for the United States. Other frequency options such as 25 Hz are available but used infrequently.

Rated Full Wave Withstand Voltage (kV) often referred to as the Basic Impulse Level (BIL) – The BIL rating is the design maximum impulse voltage that the circuit breaker can withstand. Sources of these impulse voltages include lightning and switching surges.

Other Specifications on Nameplates

Various other specifications appear on circuit breaker nameplates. These are derived from the standards for the specific circuit breaker design.

Examples of other specifications include:

Rated Operating Duty Cycle (seconds) – The rated operating duty cycle specifies the minimum recovery time between continuous full fault tripping operations. The specification is for a 0.3 second delay between the first and second trip (Open – Close - Open) and 15 seconds between the second and third full fault trips.

O - 0.3s - CO - 15s - CO

Rated Voltage Range Factor (K) – The K factor of a circuit breaker is a ratio that applies to various circuit breaker technologies to identify a dimensionless factor providing the value the interrupting current the circuit breaker may handle can be increased to for a corresponding decrease in voltage from the rated value.

Circuit breakers utilizing SF6 interrupting technology do not exhibit this characteristics and as a result K = 1 for SF6 designed circuit breakers.

Switching Impulse Withstand (kV) –The maximum switching impulse voltage the circuit breaker can withstand without damage, measured terminal to ground and terminal to terminal.

Closing and Latching Capability (kA) –Closing and latching capability is the maximum fault current that the mechanism has the ability to successfully fully close and latch.

Circuit breaker nameplates will contain specifications for shunt and grading capacitors and pre-insertion resistors when installed.

Circuit breaker nameplates will also contain specifications for special applications such as capacitor bank switching. The nameplate information will include overvoltage, inrush and charging current specifications.

Specifications for CTs installed on the circuit breaker will appear on a separate nameplate.

Mechanism specifications such as type, operating voltage and current and various operating pressures, where applicable, may appear on the circuit breaker nameplate or on a separate mechanism nameplate.

Operating Mechanisms

The standard 72.5kV rated circuit breakers will have one mechanism operating all three interrupters from a common mechanical linkage. This is typically referred to as gang operated. As system voltages increase, the higher dielectric requirements and larger short circuit currents increase the energy required for proper circuit breaker operation. An alternative is to utilize three smaller mechanisms, each operating one pole (phase). This describes an independent pole operated circuit breaker and is more common for circuit breakers operating at voltages of 345kV and above.

For some specific applications, for example capacitor bank switching, synchronous closing of an independent pole mechanism may be an option. A synchronous closing mechanism seeks to synchronize the closing of each pole to the zero crossing of the current.

All mechanisms utilize electrical motors in the recharging process. The motor power supply can be specified for DC, AC or dual operation.

The circuit breaker will be equipped with a mechanical operation counter and Open/Close indication.

Mechanism Types

Spring (open and close) – Stored spring energy is used for open and close operation of the circuit breaker. Various types of springs can be used. All are recharged by electrical motors.

Hydraulic (open and close)– Liquid, under high pressure and controlled by a system of valves, provides the energy to open and close the circuit breaker. Pumps and electric motors provide the stored energy to operate the mechanism.

Pneumatic (open and close) – Compressed air, controlled by a system of valves, provides the energy to open and close the circuit breaker. The air, at the proper operating pressure, is pumped into a holding tank by a motor-driven air compressor.

Combination Mechanism – Some circuit breaker mechanisms utilize a spring in combination with either a hydraulic or pneumatic system for circuit breaker operations, e.g. spring open and hydraulic close.

Current Transformers (CTs)

The transmission system current passing through a closed circuit breaker is constantly monitored. An accurate scaled measurement of this current is required for proper operation of the protection relay scheme and for various metering purposes.

This accurate representation of the circuit breaker primary current is provided by current transformers (CTs).

The quantity of CTs needed for a specific circuit breaker installation is determined by the relay and metering requirements.

CTs are included in a dead tank circuit breaker design. They are installed at the bottom of the bushings. A weather shield is installed over the CTs for protection from the elements unless the CTs are designed for outdoor use. Up to three CTs can be installed under each bushing depending on CT size and circuit breaker design.

CTs are not integrated into the live tank design and will need to be provided external to the circuit breaker.

Relay CT selection is based on the relay scheme requirements and system characteristics. Metering CT selection is based on the metering requirements and also the system characteristics.

CT specifications are determined by the required accuracy and ratios along with the burden (load) connected to the secondary.

Specific CT types, options and selection will be discussed in the procurement section of this chapter(to be included at a later date).

Other Primary Circuit Devices

Some circuit breaker designs may include additional devices connected at line voltage. Examples include:

**Grading Capacitors –**Required where multi break interruption is utilized (multiple interrupting contacts).

Shunt Capacitors – May be specified for certain fault or system conditions.

**Pre-insertion Resistors –**May be specified for certain fault or system conditions.

Circuit Breaker DC Control and Indication Circuits

Circuit breaker operation will be powered by a Direct Current (DC) system independent of the AC power system it controls. The control scheme will have design features to prevent damage from abnormal mechanism or SF6 gas conditions. An anti-pump scheme prevents repetitive operations by disabling the controls after one trip-close-trip operation cycle.

Options for circuit protection and other considerations, such as automatic reclosing, remote monitoring and multiple trip coils are available and will be discussed in the procurement section of this chapter (to be included at a later date).

The standard control system voltage is 125VDC but alternatives, such as 48 VDC, may be available.

The DC control scheme monitors the circuit breaker for proper operation and will identify and provide warning of abnormal conditions.

SF6 gas pressure is monitored by a pressure switch that will provide an alert if the pressure drops below normal operating pressure. If the pressure continues to drop, additional pressure switches will activate to protect the circuit breaker from damage or mis-operation. Depending on the protection scheme, the breaker controls may trip or disable the circuit breaker operation. If provided, an additional alert will be activated and the circuit breaker may be isolated from the transmission system if the dielectric limits are reached.

The mechanism will be monitored for proper operation. Alerts will be provided and action taken depending on conditions and mechanism type. Spring mechanisms will monitor operation and motor charging systems. Pneumatic and hydraulic mechanisms will also monitor pressures. Alerts and preventative action will be taken as needed depending on design.

Cabinet, mechanism and SF6 gas heating systems are monitored for proper operation.

There are various alarm devices available to provide a local indication at the circuit breaker. Basic alarms will include:

  • Low SF6 gas and low SF6 gas cutout operation

  • Mechanism linkage mis-operation

  • Mechanism charging system mis-operation

  • Heater system mis-operation

  • Hydraulic/pneumatic system mis-operation where applicable

The circuit breaker DC control scheme will have provisions to connect remotely located control, protective relaying, indication and monitoring.

Circuit Breaker AC Control System

There are a variety of AC control system voltages available. 110, 208 & 240VAC are common in the United States.

Control and protection of the various cabinet, mechanism and SF6 gas heater circuits is a primary function of the AC controls. Control and protection of AC operated pumps, motors or other devices is also a function of the AC controls. Cabinet lighting, convenience outlets and test equipment connection points can also be included.

Standard Materials and Receiving Considerations

Instruction manual and basic drawings will be provided. Factory acceptance test reports may be included or available upon request.

Review the manufacturer delivery, receiving, lifting and moving instructions. Special tools, equipment and procedures will be needed for proper installation.

Circuit Breakers will be shipped at a reduced gas pressure. Additional SF6 gas will be needed and may be shipped with the breaker. Special tools, equipment and procedures will be required to fill the circuit breaker to the proper SF6 operating pressure.

Additional installation, test and maintenance tools may be provided depending on manufacturer and circuit breaker type.

Circuit Breaker Procurement

Introduction

Purchasing a circuit breaker from a manufacturer, to be utilized on a transmission system, is a business agreement. Both parties have processes in place and Terms and Conditions (T&C) to be agreed to and followed. The contract, legal and financial aspects of the process can vary widely and are not part of this discussion. Rather, this discussion is limited to the engineering aspects of evaluation, selection and delivery of a circuit breaker.

Multiple circuit breakers are often purchased in one order. An order may also include different types or models, but the process followed is the same for each. Note that some of the terminology used may differ among utilities. The steps of the procurement process are:

  1. Development of the Circuit Breaker Specifications

  2. Submittal and Evaluation of the Request for Quotation (RFQ)

  3. Quotation Review and Creation of Purchase Order (PO)

  4. Design Approvals

  5. Assembly and Test

  6. Shipping and Receiving

The complete specifications necessary to submit a Request for Quote (RFQ) include not only the circuit breaker specifications, discussed in this chapter, but also information specific to the purchase. This information includes both the application details and various design choices and options.

If similar circuit breakers have previously been purchased, the manufacturer will have existing specification and design information for reference. An order for similar devices with similar application will only require a review and update. A more comprehensive review and revision will be needed for significant changes to the specifications or application. If this is the first time through the procurement process, all specifications and associated information will need to be identified, reviewed and approved before forwarding to the manufacturer.

As a prerequisite, the system short circuit study will need to be updated with all proposed equipment added. This study provides the calculated maximum short circuit currents. The short circuit values are needed to determine some device specifications and may increase with system changes.

A review of the project location and other parameters may help guide decisions and choices. The project itself can influence the characteristics of the circuit breaker being considered. New (green field) installation provides the greatest flexibility when considering power circuit breaker choices. The physical location and other constraints of an existing substation can impact choice both when replacing circuit breakers and making additions. Also, the desire to match equipment already being utilized can influence selection.

The geographic location and environment can influence choices between live tank or dead tank design. The same is possible for the choice of bushing and insulator material.

Developing the Circuit Breaker Specifications

The first step to begin the procurement process is the development of the circuit breaker primary specifications. As discussed in the specification section of this chapter, circuit breakers are designed to standards established by various organizations. Primary guidance in the United States market is provided by IEEE with input from others including ANSI, NEMA and ASTM. Outside the US market the IEC or other standards may be preferred. The manufacturers strive for consistency in their products, but differences exist and can influence ratings. If there is a standards preference it needs to be communicated with the circuit breaker specifications. The US market standards will be the primary source for this discussion.

Primary Specifications

These specifications will be identified on the circuit breaker name plate along with other information including the circuit breaker unique serial number.

Full Rated Voltage (kV) and Frequency (Hz)

Full rated voltage and frequency will be determined by the transmission system being utilized. The full rated voltage of a circuit breaker, measured phase-phase, is slightly higher than the system voltage. This small margin is on the order of 5%. If there is the potential for the voltage applied at the circuit breaker to exceed its Full Rated Voltage, it may be necessary to move to the next higher voltage rating. The IEEE has published a listing of standardized ratings.Standard frequency ratings are 50 and 60 Hz. Other specialized frequencies, such as 25 Hz, are also available.

Continuous Current Rating (A)

Transmission circuit breakers have a selection of continuous current ratings available at specific voltages. There may be some variation between manufacturers. Selection of the appropriate current rating is based on both the expected maximum continuous current and anticipated future load growth.

Maximum Short Circuit (fault interrupting) Rating (kA)

The maximum short circuit current, expected at the specific location, is based on the results of the system short circuit study. The short circuit current can increase with transmission system additions and improvements. Therefore, the study should include these anticipated system additions. Standard short circuit ratings are available for the various voltage levels. These values can vary and tend to increase as voltage levels increase.

Rated Interrupting Time (Cycles)

The circuit breaker trip operation time is measured from trip coil energization to main contact separation. Two or three cycle operation is typically available. Coordination with the relay protection scheme may drive this decision.

Full Wave Impulse Withstand Rating (BIL kV)

The circuit breaker BIL rating is established based on the kV rating of the circuit breaker. A higher rating may be selected due to special application or environmental considerations. For example, increase the BIL rating for a 145kV circuit breaker from 650kV to 900kV.

For a standard circuit breaker installation, once the specifications have been determined, the associated ratings are established by the circuit breaker type and design in accordance with the applicable standards. The specific application and location of the circuit breaker can greatly impact the specifications and must be thoroughly evaluated to ensure the proper circuit breaker is selected.

Electrical Application

In addition to the available fault current, the system short circuit study also provides impedance information. Higher levels of reactance can affect a circuit breaker’s fault clearing ability. For this reason, circuit breaker designers consider the impedance ratio X/R when determining the maximum fault current rating. If, for a particular application, this ratio exceeds some threshold, the standard interrupting current rating may be inadequate, requiring a higher rated circuit breaker or a design modification. A maximum X/R ratio of 17 is the IEEE standard.

Transmission system and bus configurations can impact the ratings. Some considerations are short line faults and long line and transformer switching. Also, circuit breakers utilized for generator synchronization need special evaluation. Coordination between staff engineering and the manufacturer can determine if there is any issue with transient recovery voltage (TRV) or other transient conditions. An increase in ratings or modification to the circuit breaker may be recommended. Recommendations can include installing pre-insertion resistors or shunt capacitors depending on situation and circuit breaker design.

Circuit breaker applications involving capacitor bank switching are particularly difficult and require detailed analysis. Specific information includes the size and connection of the capacitor bank. Size is usually specified in MVars. Connection is typically delta or wye with a grounded or un-grounded configuration. Multiple capacitor banks, at a specific location, add additional stress when back-to-back switching is considered.

After evaluating this information, the manufacturer may provide specific circuit breaker recommendations. These can include increasing the fault interrupting rating, modifications to the capacitor bank or recommending a circuit breaker type designed for capacitor bank applications. An independent pole circuit breaker with a synchronous closing mechanism may be appropriate for some capacitor applications.

The utilization of reactors, static Var controls (SVCs) and other similar devices provide many of the same challenges as capacitor banks and require much the same evaluation.

Environmental Applications

The circuit breaker physical location and environment can have a significant impact on design, equipment and material selection. Design standards may vary, but the typical temperature design range for circuit breakers is -30 to +40 deg C. If there is potential that the design range is not adequate, modifications will be needed to ensure proper operation.

For cold climates, additional heat and insulation of the control and mechanism cabinets can be provided. For proper operation of the circuit breaker, the SF6 must remain in a gaseous state. The transition point varies by temperature and operating pressure. If there is a risk that the gas could begin to liquefy, external gas tank heaters may be required.

For hot climates, additional ventilation and insulation of the control and mechanism cabinets can be provided. Additional protection from high humidity and water ingress may be advisable. Precautions to prevent insect and animal damage can also be included.

As elevation increases, the air density decreases resulting in a decrease in the dielectric value of the atmosphere which may affect the BIL requirement. Design standards may vary, but typical altitude design is for a maximum of 1000 meters above sea level.

Site pollution and contamination risks can impact both dielectric and durability influencing the selection of insulation and construction materials. Moving to a higher BIL rating may be advised.

Seismic events, including exposure to blast zones, need to be considered and may influence bushing material and circuit breaker type.

The unique application of a mobile circuit breaker presents several engineering challenges for transportability, flexibility, durability and installation. Also, indoor and gas insulated substation (GIS) applications present special design considerations and may require more in-depth evaluation.

Circuit Breaker Control and Protection Requirements

In addition to identifying the circuit breaker specifications and application, various equipment and design selections and options need to be evaluated and identified where appropriate.

Current Transformer (CT)

The number and accuracy of CTs is determined by the relay protection scheme and metering requirements. For versatility, multi-ratio CTs can be specified. This provides the flexibility to change CT ratios, without replacing the CTs. The typical circuit breaker CT ratios transform the primary line current to 5 amps. For example, a 5 ratio CT could specify ratios of 600, 800, 1200, 1600 and 2000: 5 amps.

Dead tank circuit breakers can accept up to three CTs located below each bushing. The number available is determined by both the circuit breaker design and CT dimensions. A weather shield will be installed over the CTs for protection from the elements unless the CTs are designed for outdoor application.

Some designs allow for the CTs to be replaced without removing the bushings. This slip over feature is not available on all designs and models.

CTs for Live tank circuit breakers will be separate from the breaker and often of a free-standing design. They may be available from the circuit breaker manufacturer or obtained from another vendor.

CT selection is determined by both the ratio and accuracy requirements of the application and the characteristics of the load connected to the CT secondary winding. CT specifications will include the ratio, accuracy class and thermal rating. If more than one type of CT is required, the orientation on the circuit breaker will need to be specified.

A less common alternative to CTs is the linear coupler (LC). LCs are required by some relay schemes and are located on the circuit breaker the same as CTs.

Along with specifying the CTs, consideration should be given to the CT secondary circuit. Specifying CT test and shorting switches, installed in the secondary circuits, can assist test and maintenance activities.

Direct Current (DC) Control Circuits

The circuit breaker DC control circuitry is designed to control the circuit breaker and monitor for proper operation. If an abnormal condition is detected, alerts will be provided and action taken to protect the circuit breaker. 125VDC is the most common control voltage, but 24, 48 and 250 VDC may be available.

Trip, close, alarm and motor circuits are often separated. Isolation and protection of these circuits can be provided by fused disconnect switches or circuit breakers if specified.

Trip and Close Circuits

Dual trip circuits provide additional reliability in event of a trip coil or trip circuit failure. They are usually provided for high voltage designs, but need to be specified at lower voltages.

For test and maintenance purposes only, trip/close operation and open/close indication can be provided in the control cabinet. Provisions are made to connect external trip, close and monitoring circuits, and their corresponding interlocks, into the DC controls. Collaboration between the manufacturer and customer is necessary to ensure that the DC circuitry, as delivered, is compatible with the end user’s control and protection scheme. Various considerations include relay scheme logic, SCADA control, automatic reclosing and remote open/close operation and indication.

Motor Control Circuits

Circuit breaker DC motor circuits will include motor protection and stop/start control. A motor operation counter or run time monitor is usually available, but may need to be requested.

Monitor/Alarm Circuits

The circuit breaker controls monitor various functions for proper operation. These include the SF6 gas system, mechanism operation and motor(s) power supply. Hydraulic and pneumatic pressures and SF6 tank heaters will also be monitored as applicable. Trip coil monitoring, if not included, can be specified along with any additional monitors requested.

If an abnormal condition is identified, an alarm will be activated from an annunciator located in the circuit breaker cabinet. The manufacturer will provide the annunciator unless another is specified and approved.These alarms are local to the circuit breaker. There are various options for remote monitoring of circuit breaker alarms and indication. These range from a simple alarm and status indication sent to the substation control room to advanced off site monitoring. If real time monitoring of the circuit breaker is requested, the choice of devices and installation will need to be communicated to the manufacturer.

AC Circuits

The AC supply voltage needs to be specified. 110, 208 & 240VAC are common in the US market. A three phase power supply may be available if required. The AC circuits are often separated with protection and isolation choices similar to the DC circuits.

The AC circuits include the mechanism(s) and control cabinet(s) heaters and thermostats. SF6 gas system heaters and associated thermostats are also included as required. Additional heaters may be utilized for colder climates. All conditions need to be considered. Additional heat, cooling or ventilation may need to be incorporated into the AC system.

Depending on design, AC motors may be utilized. Protection and monitoring will be similar to the DC motors. AC outlets and cabinet lighting to facilitate inspection, test and maintenance activities may be provided or can be requested. Specifying voltage, quantity and location will provide the most benefit.

Depending on the circuit breaker design and application, the combined AC load requirement can be considerable and needs to be accounted for in the substation power supply.

Physical Specifications and Options

Various parts of the circuit breaker can be specified to match existing equipment, conform to customer standards or facilitate installation, test and maintenance.

Bushing terminal connectors can be specified to match the substation design. Ground connections, conduit and cable entry points can be specified.

Preferences for terminal block type and wiring size, type or terminal connection should be identified.

The circuit breaker will contain a quantity of auxiliary switches which change position as the circuit breaker operates. These are often identified as 52/a and 52/b switches. A number of these switches will be incorporated into the circuit breaker control design. The remaining are available for use in the substation control, indication and protection scheme. Identifying the quantity and type needed and including such in the specifications, will facilitate the circuit breaker installation.

The ability to test the SF6 gas system may be included in the circuit breaker design. If not, it can be specified. The ability to monitor and test hydraulic and pneumatic operation should also be considered where applicable.

Provisions to secure access to or prevent unauthorized operation of the circuit breaker needs to be specified.

Any custom exterior color or finish will need specified.

Documents, Drawings, Installation Tools and Materials

Various documents, instructions and installation tools will be provided with the circuit breaker. Requesting specific items and quantities can be beneficial. Documents normally include instruction books, factory test reports, spare parts list, electrical drawings and physical drawings.

Special tools for installation will vary by circuit breaker type and model. Other tools to aid testing and maintenance may be available, but need to be requested.

If the circuit breaker can be shipped with the SF6 gas system intact, the gas pressure will be reduced to allow for proper transportation. Additional SF6 gas will be needed for installation. The manufacture may provide the required SF6 gas with the circuit breaker or provide the customer the option to obtain SF6 gas of the proper quality. Special tools, equipment and procedures will be required to fill the circuit breaker to the proper SF6 gas operating pressure.

Some tools and equipment may be included with the circuit breaker delivery. Others items may be available and should be reviewed for inclusion in the order.

If the circuit breaker requires substantial disassembly for shipment, the assembly and installation will be more complex. The bushings, mechanisms or other bulk items may require assembly on location. The SF6 gas system may need to be connected and properly filled to operating pressure. This will require additional planning and resources.

Warranty

The circuit breaker manufacturer will provide a product warranty. The warranty should be reviewed prior to the request for quotations. Any desired change or extension to the provided warranty should be included in the RFQ.

RFQ Preparation

Discussions with the manufacturer or their representatives, during the specifications development, can be very useful in determining a circuit breaker model, mechanism type or bushing material. Application information, in particular, can result in circuit breaker type or equipment recommendations.

Once the circuit breaker specifications and options have been identified and reviewed, they will be forwarded to the manufacturer. This document is often referred to as a Request for Quotation (RFQ) and should include a respond-by date. The request must contain:

  • Circuit Breaker model

  • The primary specifications

  • AC and DC control voltages

  • CT quantities and specifications

  • Equipment preferences such as a specific annunciator, relay or device

  • Any unusual electrical or physical application information

  • Delivery location and any specific shipping or receiving instructions

Submittal and Evaluation of the Request for Quotation (RFQ)

The manufacturer will review all the information contained in the RFQ and may respond with a request for additional information or clarifications. These requests are common, but can be reduced when clear and detailed information is initially provided. During the RFQ review, the manufacturer may suggest some option or alternative to specific items or specifications. If some aspect of the specifications cannot be met, an alternative may be offered or an exception requested. At the conclusion of the manufacturer’s review and evaluation of the RFQ, and taking into consideration all additional information and feedback, a quotation will be provided.

The quotation, forwarded to the customer, will also include a respond-by date or the duration it is in effect. The quotation will identify:

  • The circuit breaker model and primary specifications

  • Pricing information

  • Construction lead time

The Quotation will also contain:

  • Basic electrical drawings

  • Sample outline drawings

Additional equipment or options may be included as separate line items:

  • Installation or maintenance tools

  • Spare parts

  • Installation assistance

After reviewing the quotation, any questions, clarifications or concerns submitted by the customer will be addressed by the manufacturer. If all issues are resolved, the quotation will be approved. If there remains some outstanding issue the quotation may be revised and resubmitted. Once the quotation has been approved a Purchase Order (PO) will be created to initiate the purchase.

Design Approval, Assembly and Test

Upon receipt of the PO the circuit breaker will be assigned a production slot and the design for this specific order will begin. Electrical and Physical design drawings will be created according to the specifications provided. The completed drawings will be forwarded to the customer for approval with a requested return date. Production cannot begin until the design is approved. A delay in design approval can impact the lead time and delivery date. Any discrepancies found will need to be resolved and the design drawings revised if necessary. Material will be ordered and the production process started when final design approval is given.

Assembly and Testing

If the customer wishes to have a representative on site to witness any portion of the assembly or factory test, the manufacturer will need sufficient notification to coordinate with the work in progress.

Various tests and quality checks will be part of the assembly process. When the assembly is complete, the circuit breaker will undergo final functional and operational tests to ensure proper operation. These tests will conform to the manufacturer’s specification for proper operation of the circuit breaker in accordance with the industry standards being followed. Additional testing can be requested, but needs manufacturer approval.

After testing is complete and proper operation confirmed, the circuit breaker will be prepared for shipment. The shipping preparation and level of disassembly will depend on both the circuit breaker design and destination. The customer will be notified of the shipping details.

Shipping and Receiving

Preparations will be necessary in advance of the circuit breaker delivery. The manufacturer’s receiving and off-loading instructions must be reviewed in advanced and properly followed when unloading the circuit breaker and all associated materials. The design and shipping requirements will determine the equipment needed.

An initial inspection should be done prior to off-loading to confirm the correct product, material and condition.A complete visual inspection of the circuit breaker should be performed once it is off-loaded. A detailed review of all accompanying equipment, materials and documents will also be needed in order to confirm the delivery is correct. Any discrepancies need to be communicated to the manufacturer as soon as possible.

Receiving is complete when the circuit breaker, all associated materials and documentation is confirmed correct and undamaged. At this point the circuit breaker has been accepted and the procurement process completed. Installation will follow according to the customer’s practices and procedures.

References

IEEE C37.04-2018/Cor 1-2021, IEEE Standards Association, Published 2021-09-24

1.9 - Chapter 9 - Installation

Introduction

As a continuation of the material in Chapter 8, Specifications and Procurement, this chapter will also be limited to single pressure SF6 transmission circuit breakers rated 72.5kV and above. The circuit breaker installation is assumed to be in an outdoor substation. Circuit breakers installed in indoor substations require methods, practices and procedures outside the scope of this discussion.

Because of the wide variation of type and models provided by the manufactures, this chapter is not meant to provide comprehensive or detailed instructions. Instead, consider this an overview providing guidance from delivery to placing a circuit breaker into service. As always, manufacturers’ guidance and applicable standards should be followed. Best safety, operation and construction practices must be followed throughout the installation, test and commissioning of the circuit breaker.

Ideally, upon delivery, a circuit breaker can be quickly moved into position on the foundation. If, however, significant delays are anticipated, a plan for the safe and secure storage of the circuit breaker, and all associated materials, must be in place. The manufacturer’s storage instructions must be understood and followed to prevent damage or potential warranty issues.

Planning, Preparation and Pre-Assembly

Detailed planning and preparation, prior to the circuit breaker delivery, will be necessary to facilitate a successful installation.Establish and maintain clear communications with the manufacture. The ability to consult the manufacturer’s experts as the work progresses can be very beneficial.

Planning

Access to the circuit breaker foundation pad is essential. Various considerations include safe clearances from electrical and physical hazards and a clear path to the foundation suitable for the vehicles and equipment to be used in installation. If there is construction or other activities in progress, they will need to be suspended, in the vicinity, to ensure safe transportation of the circuit breaker up to and onto the foundation.

Depending on type, model and shipping arrangements, very specific lifting and loading equipment and procedures will be needed to load, transport and off load the circuit breaker onto the foundation. Consult and follow the manufacturer’s lifting and transportation instructions.

Any prearranged manufacturer’s assistance with assembly, installation, test or commissioning needs to be coordinated with sufficient lead time for proper scheduling.

Any electrical transmission system outages, switching or grounding requirements will need to be scheduled and coordinated prior to work commencing.

Adequate AC and DC power supplies will need to be identified and available to allow for installation and test activities. This may require the use of temporary power sources.

Special equipment, such as cranes, personnellifting devices, scaffolding and transportation vehicles may need to be reserved. SF6 gas handling equipment and various installation and test tools and equipment will need to be available.

Preparation

Every circuit breaker will require some field assembly. Depending on the circuit breaker type, model and transportation requirements, this assembly can vary widely. For a lower voltage dead tank circuit breaker, only attachment of the support frame may be necessary. At higher voltages, major components such as bushings, mechanism and control cabinets may require field installation. Various live tank circuit breaker designs will require installation of insulating columns, operating rods and interrupter modules. Understanding and following the manufacturer’s assembly instructions will be critical for proper assembly.

Depending on design and shipping requirements, various shipping braces, support devices or protective covers will be provided to facilitate delivery. Refer to the manufacturer’s instructions to identify and determine the appropriate removal procedure of these items. In some instances, the manufacturer will require the return of these shipping materials.

At higher voltages, and some special applications, multiple moves and possibly multiple foundations may be required. Independent pole designs will require each pole moved separately and possibly onto separate foundations. Also, the control cabinet may stand alone on a separate foundation.

Prior to installation, carefully inspect the circuit breaker. Identify each pole and bushing or interrupter module designation. For dead tank circuit breakers, verify the CTs and their orientation on the circuit breaker. Compare the design drawings to the circuit breaker as delivered.Verify the proper location and orientation on each foundation before beginning off-loading.

Thoroughly review the physical and electrical drawings. Understand how the circuit breaker primary and secondary wiring will connect to the substation’s other equipment and devices. This is especially critical if there is any possibilityofconnection to substation equipment and devices that are, or can be, energized or in-service during the circuit breaker installation, testing and commissioning.

Pre-Assembly

Depending on the circuit breaker and site considerations, some assembly prior to placement on the foundation may be appropriate and the remaining assembly work completed once the breaker is secured on the foundation. Reviewing, understanding and coordinating this work will greatly facilitate the project. Follow the manufacturer’s instructions for assembly process and sequence.

Installation

Once the circuit breaker isproperly and permanently secured to the foundation(s) the installation work can begin.

The order may vary, but the necessary installation steps are:

  • Connect proper permanent grounding

  • Complete final assembly

  • Complete primary current path

  • Complete the Pneumatic/Hydraulic system, as applicable

  • For Independent pole design, make inter-phase connections

  • Connect the secondary wiring

  • Complete and fill the SF6 gas system

Permanent Grounding

Per the substation and circuit breaker design, make appropriate ground connections between the grounding pads provided on the circuit breaker and the substation ground system. Verify the ground conductors are sized appropriately for the installation. Do the appropriate continuity tests to verify the proper connection between the circuit breaker and the substation ground system.

Complete Final Assembly as Needed

Depending on circuit breaker design and transportation requirements, some final breaker assembly may be required on the foundation. Dead tank circuit breakers may require installation of bushings or shunt capacitors. Live tank circuit breakers may require installation of support columns, operating rods and interrupter modules. Multi-break circuit breakers may require installation of gradient capacitors.

Final assembly review should include the following:

  • Identify and remove any temporary shipping materials.

  • Review and understand and follow all manufacturer assembly instructions.

  • During assembly, check all existing bolted and fastened connection for damage or loosening during transportation. Refer to the manufacturer’s torque requirements for all connections.

Complete Primary Current Path

Follow the manufacturer’s instructions when installing the bushing or interrupter module terminal connectors. Verify the proper orientation to match the primary conductor connection. Verify that the primary conductors are the proper capacity and connectors for the circuit breaker. Final connection to the circuit breaker terminals may be delayed to allow for required testing. Live tank, multi-break designs,mayutilize multiple interrupter modules requiring primary conductors between modules.

Complete Pneumatic/Hydraulic System as Applicable

Lower voltage circuit breakers utilizing pneumatic or hydraulic operating systems are often shipped with the system complete. Arrangements may vary, but typically the pneumatic systems will be shipped with all air pressure removed and hydraulic systems with pressure reduced to atmosphere. No field assembly is required and pressures should remain as delivered until the appropriate time to pressurize the systems.

Higher voltages and independent pole operation circuit breaker pneumatic and hydraulic systems may require some field assembly.For pneumatic systems, properly inspect and carefully assemble, following the manufacturer’s instructions. Take care not to introduce any contamination or debris. Hydraulic system field assembly is more complex. Review and understand the manufacturer’s instructions before beginning assembly. Great care must be taken to eliminate or remove any air introduced into the system during assembly. This may require specialized equipment. Final assembly of pneumatic and hydraulic systems may be deferred until the power supply is available so that pressurizing and leak checking can follow immediately.

Independent Pole Design

Independent pole circuit breakers are essentially three single phase circuit breakers designed to operate together. There is no mechanical connection between poles, but depending on design, there can be a common control cabinet or other common systems. For these circuit breakers, electrical, SF6 gas and, where applicable, hydraulic or pneumatic systems need to be connected between poles and a common cabinet. Dead tank circuit breakers may have CT secondary wiring run to a common control cabinet.

Inter-phase power supply, control and CT wiring will be completed during the assembly process. Some circuit breaker designs utilize pre-wired connectors for some or all inter-phase wiring. Others require individual wire connections. Carefully review the schematic and detail wiring drawings to determine proper connections.

The SF6 gas system may be contained in each pole unit or connected to a common fill and monitoring point. Complete the assembly according to the manufacturer’s instructions.

Pneumatic and hydraulic systems will be similar to the SF6 system. There may be three separate systems or one common. Consult the manufacturer’s instructions for proper assembly.

External Secondary Wiring

The external secondary wiring is the collection of low voltage conductors connecting the circuit breaker to various equipment and devices throughout the substation. They provide the AC and DC power to the circuit breaker and connect the circuit breakercontrol, protection, alarm and indication to the external devices necessary for the proper operation of the circuit breaker.

A complete understanding of each wire’s connection, function and interaction with these devices and equipment is critical before beginning the connection process.

All appropriate and applicable codes, standards and practices must be followed when installing and testing the circuit breaker secondary wiring.

The conductors may be individual or bundled into cables. The circuit breaker will be equipped with access panels or similar devices to provide the entry point for the conductors into the circuit breaker cabinets.

Typically, the conductors will be run through conduits, ducts, cable trays or similar devices. For installation in existing substations, some portion of the new conductor routes may utilize existing equipment containing energized or in-service conductors.For circuit breaker replacement projects, existing secondary conductors are often reused.

The new secondary wires and cables must be properly installed and identified, but not connected at either the circuit breaker or the remote ends. They will be connected at the appropriate time during the installation, test and commissioning process.

AC and DC Power Supply

Proper test and commissioning of the circuit breaker will require the appropriate AC and DC power supplies.If the permanent AC or DC power supply is not available, an alternate source will be needed for testing.

If the circuit breaker’spermanent DC power source is available, review the design drawings and identify the source and the conductors to be used. Verify proper isolation at both the circuit breaker and source. Properly connect the wiring and verify that the conductors are de-energized.If the circuit breaker permanent AC power supply is available, follow the same process as the DC conductors to connect between the circuit breaker and the source.

DC Control, Protection, Alarm and Indication

The delivered circuit breaker contains sufficient control devices, equipment and wiring for proper operation and to have completed the necessary factory functional and operational testing.However, when installation is complete, the circuit breaker becomes an integral part of the substation. It is incorporated into the necessary protection schemes and may be provided with remote open/close capability. Its operation and status may be monitored and alarmed for abnormal conditions. Also, the circuit breaker operation may be supervised by some devices and provide supervision to other devices.

Carefully review the circuit breaker electrical schematics, detailed drawings and all associated substation drawingspertaining to the installation. Identify and understand all DC control wiring, the circuit breaker devices they connect and all external devices that are connected.

Note that some of the substation devices and equipment may be energized, in service or have the potential to become so during the installation and testing of the circuit breaker.

Develop a wiring connection plan for the systematic installation of the wiring before proceeding. Scheduling equipment outages and other precautions may be required. Some connections may be deferred until an appropriate time during the test and commissioning process.

Current Transformer (CT) Secondary Wiring

Dead tank SF6 circuit breakers will typically include CTs located below the bushings. The CT secondary wiring will be connected to terminal blocks, or other similar devices in the circuit breaker. Review and understand the external wiring which will connectthe CT secondary wiringto the appropriatesubstation metering and protection devices. Verify the status and function of these devices and develop a plan for their proper connections. These connections should not be completed until all CT testing and verification is complete.

A thorough review of all applicable schematic and wiring drawings is required before beginning the CT secondary wiring connections. Equipment or protection scheme outages may need to be scheduled and coordinated.

Complete SF6 System

Completing the SF6 system and filling the circuit breaker to proper SF6 pressure needs to be coordinated with the other installation activities. Special tools, equipment and an adequate power supply are needed. Proper practices and procedures must be follower.

Once the circuit breaker is fully pressurized, great care must be taken. All safe work practices concerning pressurized devices must be followed. As a result, filling to operating pressure is often deferred until near the end of installation.

At lower voltages, dead tank circuit breakers may be shipped with the SF6 gas system complete and the gas pressure reduced for shipment. Verify that the circuit breaker has maintained the proper pressure. Taking a preliminary SF6 gas quality measurement of both the circuit breakerand the gas to be used to top up may be beneficial.

At higher voltages and depending on design, the circuit breaker SF6 gas system may require disassembly for shipment. Identify and inspect all SF6 gas components. Verify proper items and condition. Follow the assembly instructions and take great care not to introduce contamination or debris into the system. Minimize moisture entering the system.

Complete the SF6 gas filling process per the manufacturer’s instructions. Verify proper pressure. Test and confirm proper SF6 gas quality. Closely monitor the gas pressure to verify the system is leak free.

1.10 - Chapter 10 - Continuing Development

EPRI’s Circuit Breaker Guidebook is being developed to capture the knowledge of leading breaker experts to provide a comprehensive reference on breaker procurement, operation, maintenance, and life-cycle management.

Development of the Guidebook is an ongoing multiyear effort. Diagnostic testing was selected as the first chapter to be written on the basis of input from EPRI members who identified a pressing need for better information and guidance on the efficacy of different diagnostic tests. Investigating and understanding problems and failures was selected as the second chapter based upon input from EPRI members who expressed a high level of interest in learning more about how and why circuit breakers fail and how to perform a root cause analysis of the failure. Additional chapters are being added based on utility guidance.

The 2019 update included a new chapter, Evaluation of Cleaners for SF6 Circuit Breaker Interrupters. The chapter documented a research effort to quantify the cleaning efficacy of denatured ethyl alcohol and to identify potential cleaning alternatives to denatured ethyl alcohol that meet California Air Resources Board (CARB) and South Coast Air Quality Management District (SCAQMD) regulations for use in high voltage circuit breakers.

In 2020 and 2021 the chapters presented in this report were further reviewed but utility review activity was limited by external events. The 2022 update included a new chapter, Transmission Circuit Breaker Specifications and Procurement and in 2023 this chapter was expanded. Also in 2023, a new chapter, Installation, was added. It is expected that material on testing and commissioning will be added to this new chapter in a subsequent update.

EPRI plans to continue to add additional new material chapter by chapter on a timely basis. In addition, EPRI will develop and transfer circuit breaker knowledge through annual technical updates, technology transfer sessions, and electronic training media. Both the draft review and topic selection for the next chapters will be overseen by the editorial committee and other industry advisers.