Asset Management Guide aims to develop and deliver a comprehensive reference explaining asset management principles and the specific issues associated with implementing asset and risk management in transmission utilities. Utilities can use the guide to help structure their asset management programs.

Data-Driven Asset Performance Analytics Readiness Assessment intends to develop best practice guides for building and using datasets to aid asset management decisions. The following tasks may be conducted in 2025:

• Understand utility needs and review readily available data.

• Identify requirements for asset analytics datasets.

• Provide guidelines for enhanced data collection practices.

Metrics for Managing and Assessing Transmission Asset Performance plans to survey members to enumerate and better understand metrics used to manage transmission asset performance. The goal is to identify and catalog key metrics utilized to respond to evolving issues and business conditions. Additional topics may be included depending on discussions with members.

Investigation of Emerging Analytical Techniques plans to investigate how recent advances in advanced data science and statistical techniques such as machine learning and artificial intelligence could assist in transmission asset management. To achieve this, the following 2025 tasks are proposed:

• Hold discussions with members to assess what problems and data could motivate the use of emerging analytical techniques.

• Conduct literature review and background research to understand select techniques with the emphasis on how emerging analytical techniques can allow utilities to extract insights from non-tabular data such as text-based records, photographs, and satellite imagery. Emerging techniques in the field of natural language processing, generative artificial intelligence, time series analysis, and image analysis may be pursued.

Asset Management and Applied Analytics Workshops: EPRI plans to conduct a series of workshops to facilitate information exchange and promote industry-wide collaboration and discussion on important concepts and techniques for asset management. Workshops may be conducted in-person or via a webcast. Possible workshop topics may include:

• Introduction to asset management.

• Overview of core techniques in asset management, such as basic probability and statistics or survival analysis.

• Emerging analytical techniques, such as natural language processing.

• Analytics governance.

Circuit Breaker Population Performance Metrics Based on Industrywide Data aims to compile and analyze in-service, historical maintenance, outage, replacement, and failure data on different types of circuit breakers from member utilities. The results could develop insights that lead to better-informed decisions regarding maintenance program development; task and timing selection; benchmarking comparison among utilities and breaker makes and models; replacement decision support; and specification and selection of new breakers. Researchers aim to further refine and update metrics and processes for mining and analyzing these data.

In 2025, the project plans to:

• Continue to populate the circuit breaker industrywide database (IDB) with breaker performance data from member utilities.

• Investigate the effects of climate and temperature on breaker maintenance requirements by analyzing and comparing performance data from breakers in various climate areas.

• Develop historical replacement rates by breaker types and models to aid capital and spares planning.

• Perform comparative analysis of individual utility data with industrywide data. Report findings to the individual utility, with data from other utilities anonymized and aggregated.

• Develop and share a consolidated, anonymized, and aggregated report on breaker performance data with members.

Circuit Breaker Corrective Maintenance Taxonomy proposes the development of hierarchical schema and terminology for utilities to use in extracting useful information from free-form text records to categorize and organize maintenance work orders in a consistent manner. The resulting datasets could facilitate analysis of patterns, trends, and comparisons of maintenance requirements. The schema also provides a logical framework that utilities could use to drive uniform data recording practices.

Circuit Breaker Families intends to develop the schema and terminology to group similar breaker models into families to support improved analysis of patterns, trends, and comparisons of maintenance requirements and operation among breaker groups.

Use of Relay Event Data to Better Understand Breaker Fleet Operating Performance and Patterns proposes to develop methods to analyze relay data to better characterize circuit breaker fleet performance. Work will continue to obtain relay event data, better understand the data extraction process, analyze the data to identify patterns, and develop a plan to use the methodology and analytics to improve circuit breaker asset management decisions. In 2025, researchers intend to analyze data from relays including trip times, current magnitudes, number of operations, number of faults, and correlation with breaker fleet maintenance activities and operation.

Circuit Breaker Risk Ranking Software intends to develop a risk-based tool for circuit breaker fleet management that can help optimize maintenance, increase reliability, and support capital planning. The software uses readily available performance data and advanced algorithms to calculate a breaker’s relative ranking and need for maintenance or replacement.

This ongoing task develops updates and new features, and incorporates lessons learned from implementations to live and dead tank SF6 circuit breaker fleets at 13 U.S. and international utilities. Other proposed enhancements include ranking algorithms expanded beyond high voltage oil and SF6 breakers, adding new inputs and results from industrywide circuit breaker data analysis. Application guidelines will be delivered to accompany the new version of the software.

Power Transformer Expert System (PTX) plans to continue development of PTX, a software implementation of EPRI’s Transformer Fleet Management analytics. Continuous efforts are intended to improve the diagnostic performance of existing algorithms (main body, load tap changer algorithms; rules that account for susceptibility to through-faults; and the ability to analyze data from online DGA monitors). New research aims to:

• Better leverage real-time data sources and online monitors to provide more timely assessments of present condition with a minimum of false positives.

• Develop additional software enhancements to improve usability and ease of integration with existing enterprise systems.

• Continue development of the PTX Application Guide, providing comprehensive guidelines for power transformer asset management decisions informed by PTX analysis.

Power Transformer Population Performance Metrics Based on Industrywide Data aspires to compile and analyze in-service, historical failure, and retirement data; maintenance records; and test data on transformers and tap changers in a common format using information provided by U.S. and international utilities. These datasets and advanced statistical analysis techniques are used to better understand current performance, project future performance, and inform other research tasks. Goals include:

• Continue to populate the transformer industrywide database (IDB) with performance data from member utilities.

• Better understand hazard and replacement rates by family, make, model, and application as a function of age. These hazard and replacement rates may be used to assess the performance for select groups and to plan capital and spare policies for these groups.

• Collect maintenance records (work orders) to better understand maintenance issues affecting transformer performance (e.g., oil leaks, tap changer problems, cooling system performance, and test data) to draw meaningful and statistically defensible inferences regarding transformer and component performance.

• Issue reports summarizing the research developments and their applications as a decision support tool for asset managers, insights on transformer aging and failure, and utility use cases.

• Develop and share a consolidated, anonymized, and aggregated report on transformer performance data with members.

Advanced Analytics for Power Transformer Condition Assessment intends to investigate advanced machine learning and statistical models for application to power transformer condition assessment, diagnostics, and monitoring. Leveraging EPRI’s expertise and data contributed by utilities, the focus will be to develop the next generation of transformer analytics that might yield quantifiable improvements and advantages over present-day analytics. Efforts in 2025 will identify and evaluate promising methods such as machine learning and probabilistic graphical models to better understand their value and applicability in transformer condition predictive analysis.

Substation Battery Performance Assessment intends to compile and analyze utility-supplied substation battery data, such as demographic information, inspection, and test results. The goal is to develop appropriate analytic approaches that provide early indication of battery degradation, identify maintenance trends, replacement and failure rates, and other performance metrics.

In 2025 the task intends to continue to investigate the value and use of data available from substation battery monitors in helping utilities with substation battery fleet management (e.g., adopt condition based maintenance practices, enhance operational efficacy). Potential research questions include whether there are failure modes seen during rounds inspections that online monitors cannot detect, and the strength of correlations between online monitor and rounds measurements.
Researchers aim to:

• Work with members to obtain demographic, inspection, and maintenance data.

• Understand online monitor technology and the data they provide.

• Formulate an analytical investigation approach.

• Develop and implement approaches and analyze the available data.

• Issue reports that summarize the developments and their applications for decision support, insights on select population battery performance, and utility use cases.

Protection and Control Asset Management proposes to support efforts to assess protection and control asset performance and define requirements for utility-supplied data to ensure it is suitable for developing metrics and risk-based analytics. In 2025 researchers plan to refine data extraction and formatting processes and analyze sample data to determine its potential value and use. Ultimately, researchers aim to develop an asset management framework for protection and control assets.

Balance-of-Substation Performance Metrics Based on Industrywide Data aims to extend the industrywide data collection concept beyond transformers and breakers to other equipment, such as disconnect switches, relays, capacitor banks, instrument transformers, bushings, and arresters. The goal is to utilize the collected data to develop analytics to better understand balance of substation asset performance, failure and replacement rates, and maintenance trends. Efforts will be made to:

• Continue to populate the balance of substation industrywide database by collecting in-service, historical maintenance, replacement, and failure data.

• Develop new metrics and analytics with the goal of enabling utilities to make better-informed maintenance, repair/replacement, specification, and selection decisions.

• Investigate the utilization of performance metrics in the development of fleet management approaches.

• Issue reports summarizing the developments and applications for decision support for asset managers, insights on equipment performance, and utility use cases.

Data Specification for Substation Asset Performance Analysis intends to provide guidance on the types of data that are useful for asset management analytics and deliver a catalog of substation asset characterization data, including demographic and condition assessments, which are useful as inputs to EPRI analytics, and the formats required by those analytics. Anticipated are review and update of data models and definitions for transformers, circuit breakers, disconnect switches, instrument transformers, batteries, electromechanical, solid-state and digital relays, and capacitor-coupled voltage transformers.

Application of Natural Language Processing (NLP). Natural Language Processing presents a path to efficiently and effectively utilize unstructured text-based data sources, such as maintenance records and assessment reports, to better understand asset condition. This task intends to further the development of transmission equipment-oriented NLP tools and algorithms to extract valuable insights from these largely untapped data sources to support data-driven asset management decisions, such as inventory planning, capital investment, and fleet management. Researchers aim to:

• Develop and improve the performance of algorithms in extracting insights from text-based data resources.

• Deliver a software tool for categorizing work orders that could provide greater visibility and awareness with respect to performed maintenance requirements, patterns, and trends.

• Investigate the capabilities and limitations of emerging resources, such as Large Language Models (LLMs) that could be utilized to accelerate extraction performance and accessibility of text-based insights to support asset management decisions.

Improved Methodologies for Development of Field and Troubleshooting Guides aims to investigate advanced methodologies and techniques to facilitate the efficient capture of expert knowledge to develop field and troubleshooting guides for select assets. These guides would be intended to enable field personnel to understand and assess equipment condition, identify problems, and perform appropriate maintenance. Planned work in 2025 includes a feasibility study, exploratory work, and development of a research approach.

Substation and Bay Risk Assessment intends to develop analytics for substation bay and complete substation risk metrics by combining risks associated with individual equipment assessments. The goal is to provide guidance for making decisions across assets and to analyze multiple asset lifecycle costs. Building on EPRI’s development of risk-based models for substation equipment fleet management, this effort aims to develop data models and analytics that combine condition information with a fundamental understanding of the substation equipment to provide decision support for improved performance and asset and risk management. Researchers plan to solicit cooperation with utility advisors and develop and demonstrate station-level risk assessment tools based on characteristics desired by utility asset and maintenance personnel.

Analytics for Fleet Management of Transmission Line Wood Poles and Metal Structures plans to investigate and develop population performance metrics based on condition assessment data for transmission line structures. The analytics are developed using results from utility-supplied inspection, replacement and demographic data, subject matter expert experience, and other inputs such as operating environment. The analytics may lead to the development of statistical models of structure performance. The models could be applied to plan capital and maintenance investments, prioritize inspections, and develop risk mitigation strategies (e.g., wildfires, extreme weather events, etc.).
Planned efforts in 2025 include:

• Wood Poles:

  • Continue collection and processing of industry-wide wood pole inspection, replacement, and demographic data.
  • Continue development of analytic techniques to better understand the useful life of wood poles and the effect of variables such as service age, species, original treatment type, environment, inspection providers, pole dimensions, etc.

• Metal Structures:

  • Continue collection and processing of industry-wide steel structure inspection, replacement and demographic data.
  • Continue development of analytic techniques to better understand the performance of steel structures and the effect of variables such as service age, land cover type, soil chemistry, environment, etc.

Analytics for Fleet Management of Transmission Line Conductors and Shield Wires proposes the investigation and development of condition assessment analytics for transmission line conductors and shield wires. The analytics are developed using laboratory testing of utility supplied field-aged samples or live line assessment results, replacement and demographic data, subject matter expert experience, and other inputs, such as operating environment. The analytics could lead to the development of statistical models of conductor and shield wire performance. With sufficient data, the models can be applied to investigate population survival rates and plan capital and maintenance investments. EPRI can work with members through a one-on-one supplemental project to help collect field-aged samples and perform tests to initiate the collection of the data necessary for analytical model development. Efforts in 2025 intend to:

• Continue collection of industry-wide field-aged conductor and shield wire samples and data, from laboratory condition assessments, replacement records, and demographic records.

• Continue development of analytic techniques to better model the degradation of conductors and shield wires and the effects of variables such as environment.

Analytics for Fleet Management of Other Transmission Line Components aspires to investigate the development of population performance metrics for other transmission line components such as insulators and arresters. Key research questions and readily available data (inspection, failures, replacement, maintenance, test results, subject matter expert experience, operating environment and other relevant EPRI research) will be identified with guidance from participating members to enable the development of suitable analytics. The development may lead to new knowledge for use in planning maintenance and capital investments, inspections, and replacement decisions.

Overhead Transmission Line Risk Assessment for Fleet Management intends to investigate and develop risk assessment analytics for OHT systems, considering both individual components (such as conductors, structures, insulators, and arresters) and lines as an integrated system of components. A practical and holistic approach to transmission line risk assessment will be investigated using industry-wide data such as condition assessment results, maintenance records, asset demographic information, degradation research and subject matter expert experience. Efforts in 2025 intend to:

• Continue developing and testing data models to collect inspection and maintenance records and associate them with the underlying component and circuit.

• Populate the data models with utility supplied data to assess applicability; make changes based on experience.

• Continue developing new circuit and component level metrics to better understand circuit and component performance.

• Research other available data sources such as geospatial information and evaluate their usefulness.

• Develop and deliver a prototype software framework that utilizes results of the above-mentioned tasks to help utilities gain a systemic view of transmission line risk.

Applying Geospatial Data for Overhead Transmission Asset Management plans to survey the publicly available and readily accessible geospatial data sources (e.g., wildfire, vegetation, climate, corrosion) and investigate and document the applicability and usefulness of these resources for augmenting utility supplied data. This will allow for deeper and more informative insights regarding risk factors associated with asset location. Efforts in 2025 intend to continue the investigation and documentation and publish a technical brief on this topic highlighting potential applications of value, best practices, as well as capabilities and limitations of these resources.

Applying Advanced Data Science and Statistics to Improve Overhead Transmission Asset Analytics intends to explore the applications of advanced data science and statistics to the extraction of information from disparate sources to better understand OHT asset condition and performance by:

• Assessing the state of the image analysis science regarding the availability and applicability of image-based data sources that can be utilized to support approaches to supplement existing analytical approaches utilizing more traditional data sources (e.g., spreadsheets containing inspection records, maintenance records, demographic information). This work focuses on available data resources identification, data characterization, computation infrastructure requirements, and industry leading practices.
• Evaluating the applications of advanced data science and statistical techniques to analyze inspection and maintenance records with the goal of developing new metrics to better understand transmission line and component performance.

In 2025, researchers intend to publish a technical brief highlighting use-cases.

Data Specification for Overhead Transmission System Component Performance Analysis intends to provide a catalog of OHT system component characterization data, including demographic and condition assessments, which are useful as inputs to EPRI analytics, and the formats required by those analytics. The work in this task is based on EPRI investigations of utility supplied data. In 2025, EPRI intends to review and update data models and definitions for select assets such as wood poles, metal structures, conductors, and shield wires.

Member Needs Assessment aims to work with member utilities to understand their unmet UGT asset management needs and investigate what research can help address those needs. The findings will be used in the development of R&D projects and the application of EPRI knowledge and tools to support UGT asset management applications.

UGT Asset Characterization and Performance Data Collection plans to support the identification and collection of data needed to support asset management by:

• Developing and annually updating data models for the efficient and effective extraction, transfer, and loading of test, diagnostics, performance, and failure data for use in industry and utility database applications and performance analysis. These models include detailed lists of what data should be collected and what kind of analysis and decisions can be supported. Data models and definitions developed in previous years for extruded, pipe-type, and self-contained cables, joints, and terminations are intended to be reviewed and updated and new asset data models may be developed.

• Working with member utilities to ensure that collection of equipment performance and failure data is performed according to guidelines that ensure that the correct data are gathered and documented in the correct format for subsequent analysis.

Insights from the Collection and Analysis of Industrywide Failure and Performance Data proposes to collect and analyze industrywide asset component failure and performance data with the goal of developing metrics such as failure rates. The new metrics may help utilities better understand component and subsystem performance (e.g., joint and termination defects; oil filled cable leak rates etc.), identify outlier designs and optimize maintenance, repair/replacement decisions, and specification practices. Annually issued reports summarize the development and applications in decision support, insights on component performance, and utility use cases.

Applying Advanced Data Science and Artificial Intelligence to Improve Defect Classification from Work Order Analysis to Support Underground Transmission Asset Management intends to evaluate the applications of various data science and artificial intelligence techniques to analyze alarm, inspection, and maintenance records to extract data for developing new metrics that could be applied to various types of underground cables and components.

Underground Transmission Line Risk Assessment Methodology Development aims to develop a conceptual framework for a risk assessment methodology to support UGT asset management. The goal is to provide analytics for underground lines, considering both individual components (such as conductors, pipes, terminations, pumping stations) and complete lines as an integrated system of components. Using industrywide data from condition assessment and failure modes and degradation research, subject matter expert experience, and other inputs (family, make, model, manufacturer, operating environment), a practical, holistic approach to transmission line risk assessment will be investigated.

UGT Condition Assessment Rule Based Expert System intends to investigate the feasibility of an analytical framework and AI techniques to capture and retain the knowledge of retiring transmission experts to support the development of rule-based expert systems for UGT condition assessment asset management decision support.