P37.101: Transformer Life Management

Objective

Unique EPRI transformer research laboratories and expertise are driving the development of innovative tools and knowledge to help substation owners anticipate and prevent transformer failures, extend transformer life, retain key subject knowledge, and specify new diagnostic equipment with confidence. With the increasing need to maximize transformer assets while maintaining the highest levels of system reliability, managing aging power transformers has become a critical issue for today’s substation owners.

The objectives of this research are to provide accurate, rapid, and useful research results to help members better specify, operate, and maintain transformers. These results include hardware, software, laboratory findings, and guidebooks. Hardware prototypes are tested first in the laboratory and then piloted in utility substations, facilitating easy future adoption. Online monitoring technologies are thoroughly assessed using repeatable test protocols. The Power Transformer Guidebook (Copper Book) is continually expanded and updated as a comprehensive reference for utility personnel responsible for all aspects of transformer operation, maintenance, procurement, and life-cycle management. The Copper Book also serves as the basis for regular EPRI technical training webinars.

Research Value

  • Insights into the real-world performance of new transformer concepts in the field
  • Reduced operations and maintenance (O&M) through improved specification of emerging condition-monitoring techniques based on solid data and repeatable test protocols
  • Unbiased third-party assessment of online monitoring technologies’ life-cycle costs to aid industry specification and interpretation
  • Enhanced risk assessment of transformers, leading to improved decision making regarding these critical assets
  • Effective knowledge transfer through the Copper Book and regular technical webinars. The guidebook is a comprehensive collection of transformer knowledge designed specifically for utility owners and operators
  • Valuable guidance on the application and effective use of novel fluids for transformers
  • Industry standards-based loading methodologies for transformers and other equipment on the same circuit

Approach

Transformer of the future: Utility experience from field deployments: There is a growing list of emerging and novel transformer technologies being installed, and valuable lessons can be learned from these early field deployments. EPRI’s collaborative research approach provides significant opportunities to learn from the field. The shared learnings will help reduce the risks for the industry on selection and deployment of new technologies. Examples include resilient transformer concepts, flexible transformers (voltage, impedance etc.), transformers with novel fluids, and solid-state transformer components.

EPRI Power Transformer Guidebook (Copper Book) 2026 update: Each year EPRI publishes updates to the Copper Book to keep members up to date with the latest research, technology developments, and transformer standards. The guidebook is written for utility engineers and field staff, covering topics from specification to end-of-life assessment. In 2026, two valuable additions will be made: deeper guidance on dissolved gas analysis (DGA) sampling based on EPRI laboratory testing and a growing list of quick-reference, single-page summaries of key topics.

Technical webinars on the Transformer Guidebook: Multiple technical webinars based on chapters in the Transformer Guidebook are hosted each year. The webinar material is published for continued and convenient future access. Topics are selected to accelerate learning on key topics in the Transformer Guidebook (Copper Book).

Transformer online monitoring technologies: Laboratory testing to help members in specification development: In preparation for 2026, the laboratory capabilities for monitor evaluations have been expanded to allow for rapid and flexible testing of online bushing monitors. The results from the 2026 research provide valuable assistance in transformer monitor specification, interpretation, and adoption. A full 138-kV EPRI research substation also supports this research. EPRI laboratory test results are executed against a well-defined test protocol for online DGA monitors, online bushing monitors, online partial discharge monitors, and online temperature monitors. This unique approach allows for rapid answers on high-impact decisions that are then applied fleetwide in a utility.

Alternative fluids for transformers for increased ratings, extended service life, and reduced environmental impact: This research in 2026 aims to identify the characteristics that define the end of life for ester fluids. With several years of use, many chemical and physical properties of ester fluids can change significantly from the starting values. In many cases, the values of different ester properties can surpass the limits set for mineral-based oils. Even with such property changes, many users continue to use the ester fluids, not knowing how detrimental the changes in fluid could be to the operation and health of their transformer. Using accelerated aging systems, beneficial guidance could be obtained on what changes to chemical and physical properties (such as acid number, fire point, viscosity, etc.) mean to system operation and health. The goal of the results is twofold: to help set limits for acceptable operation of ester fluids; and to help users decide when to perform maintenance, a fluid change, and/or change the loading on the transformer.

New oil markers to aid power transformer diagnostics: In 2026, it is planned to explore the stability and dynamics of some newly identified oil markers by EPRI and others in the literature. It is known that new marker compounds are generated in the presence of oil and/or paper under different stresses (i.e., overheating, partial discharge, arcing). However, the longevity and interaction dynamics of the new markers with other components and chemicals inside a transformer are not known well, or sometimes not known at all. Data collected from a unique online marker detection system deployed by EPRI aims to provide some insights into new marker dynamics in a working transformer. Further exploration into new marker dynamics will be performed, providing the industry with enhanced value from oil samples and greater insights into transformer condition.

Anticipated Deliverables

Deliverable Description(one sentence) Date
Transformer of the future: Utility experience fromfield deployments Valuable field insights on the application of new powertransformer concepts. 12/31/2026
EPRI Power Transformer Guidebook (Copper Book) 2026update The 2026 EPRI Power Transformer Guidebook willinclude the latest updates based on ongoing research and industry advancesand continue adding valuable single-page quick reference guides for keytopics. 12/31/2026
Technical webinars on the Transformer Guidebook Regular webinars are developed for project funders onkey topics in the EPRI Power Transformer Guidebook. 12/31/2026
Assessment of transformer online monitoringtechnologies to help members in specification development New self-calibrating online DGA technology and newbushing monitoring technologies will be added to the wide array of monitorsunder assessment. 12/31/2026
Novel fluids for transformers Through well-defined testprotocols, input from users, and emerging literature, the research looks toprovide valuable guidance on the opportunities, uses, and challengesassociated with alternative fluids. 12/31/2026
New oil markers to aid power transformer diagnostics The 2026 results strive to enhance the value gainedfrom oil samples through exploring the dynamics of newly identified healthmarkers, allowing for greater insights into the transformer health condition. 12/31/2026

Past EPRI Research on Topic

Product ID Title Description Published Date
3002029875 EPRI Power Transformer Guidebook (Copper Book) 2023 Update The Copper Book is a comprehensive reference guide that canbe used by utility personnel responsible for all aspects of transformeroperation, maintenance, procurement, and life-cycle management. December 2024
3002026943 Assessment of transformer online monitoring technologies tohelp members in specification development Online monitor laboratory data that support functionalspecifications. December 2023
3002027003 Novel fluids for transformers
Valuable insights on novel fluid aging,diagnostics, selection, and application December 2023
3002027005
Membrane technologies for online,low-maintenance dry-out of transformers Continued research on the novelmembrane-based system. Additions with the generation 2 design. December 2023
3002027008
New oil markers to aid power transformer diagnostics
Initial understanding of the oil markers tounderstand transformer health conditions December 2023