CIGRE PS1 Id077 Zurich 2013
CIGRE PS1 Id077 Zurich 2013
Zurich, Switzerland
SUMMARY
This paper provides a generic overview of the forthcoming Technical Brochure entitled “Transformer
Energization in Power Systems: A Study Guide” formulated by CIGRE WG C4.307. It is aimed at
providing the readers with a glimpse into the actual brochure and, if possible, eliciting
suggestions/recommendations from the interested parties. The structure of the paper follows that of the
brochure, starting with the description of inrush currents in transformer energization and the various
scenarios where they may be observed. It then goes on to suggest tools and methodologies for
practising engineers to study and analyse voltage-related problems (RMS voltage drop and temporary
overvoltages) created by the inrush currents during transformer energization. Most of the theoretical
treatment was deliberately omitted from the paper in order to provide a full overview of the
transformer energization phenomenon.
KEYWORDS
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1 INTRODUCTION
In electric power networks, the energization of transformers, even on a daily basis, is a commonplace
operational action and it is generally performed without any adverse consequence. However, as is the
case with all operations involving switching, such actions generate currents and voltages that are
transient in their nature. In the vast majority of cases, the transient currents and voltages generated by
such actions are damped within the power network. However, in certain situations, the transient
currents and voltages generated during the energization can lead to power quality issues in the supply
system and, in severe cases, to transformer insulation degradation and/or damage. Typical examples
related to the reduction of power quality due to transformer energization can be grouped under RMS-
voltage drop caused by high transient currents, temporary overvoltages (TOV) generated when a
parallel resonance within the supply network is excited by energization currents, slow-front
overvoltages and the maloperation of relays causing protection tripping where the inrush current is
interpreted as fault current.
In severe cases, transformer insulation damage(s) may occur if either a slow-front overvoltage or a
temporary overvoltage is generated during the energization. The occurrence of slow-front overvoltages
depends on the capacitive and inductive characteristics of both the transformer and the neighbouring
supply network it is connected to. The occurrence of temporary overvoltages depends on the existence
of low-frequency parallel resonances in the supply network, which may be excited by the transformer
inrush current with its rich harmonic content. The latter may be of particular interest during network
restoration following a system-wide blackout. This is mainly because during such times the network
tends to be weak, i.e. relatively low short-circuit level and hence higher system inductance with the
possibility of resonance at a much lower frequency.
Issues associated with transformer energization are not new in transmission and/or distribution
networks but nowadays are becoming more relevant because of the changes that are shaping power
networks. Liberalisation of electricity markets has led to an increased number of participants with
frequent changes in the network topology, and thus the possibility of an increased number of switching
operations. The expected increase in the penetration of offshore renewable energy will increase the
utilisation of cable circuits while integrating them onto onshore grids as well as their own internal
array networks. Considering that the per unit length capacitance of a cable circuit is much higher than
that of an overhead line, this will normally bring system resonance frequencies to the lower end of the
frequency spectrum. The result is an increase of the risk of temporary overvoltages due to the
possibility of exciting these parallel resonances. Furthermore, offshore renewable energy systems
where each wind generation turbine includes a transformer, when energized, may generate complex
sympathetic interactions. Wind turbine generator transformers have a relatively small power rating
(several MVA and dependent on wind turbine generator rating), but higher relative inrush currents.
Therefore, power systems engineers, either at the planning or operational stage, need to be aware of
potential problems that may arise due to transformer energization and, if necessary, study their
probability of occurrence, likely effects, and possibly evaluate various mitigation techniques that may
be required in order to alleviate identified issues.
Furthermore, in the existing aged networks, there are expectations that the operational life of
transformers could be extended, possibly implying the use of palliative solutions for the reduction of
the stresses such as those caused by the inrush currents.
The transformer core may become saturated due to an abrupt change in the voltage applied to it. This
may be caused by switching transients, out-of-phase synchronization of a generator, external faults
and faults-clearance. When saturated, a transformer absorbs a magnetization current, also known as
inrush current, which can reach several times the nominal current of the transformer. The energization
of a transformer normally results in the most severe case of inrush current as the flux in the core can
reach a maximum theoretical value of two to three times the rated flux peak [1]. The flux-
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linkage/current relation is nonlinear and is determined by the saturation curve of the transformer.
Transformer saturation is a highly nonlinear phenomenon and hence the inrush current contains
harmonics and DC components besides its fundamental component. It is important to note that the
peak values of some harmonics may decrease to zero and then increase again to a value higher than the
initial value at the instant of energization, implying that the maximum overvoltages may occur during
the decay of the inrush current and not immediately after energization. The inrush current transient is
characterized by asymmetrical current waveforms that are damped in some tens of cycles primarily by
the series resistances of the components in the circuit (transformer winding resistance, transmission
line and cable series resistance, generator winding resistance, etc). A qualitative and simplified
representation of the inrush current phenomenon is illustrated in Figure 1 for energization at voltage
zero crossing where the effect of residual flux is also shown.
The main factors that affect the magnitude of the inrush current can be summarised as transformer
design, initial conditions, and network factors. The design of a transformer can shift the steady-state
operating point on the saturation curve depending on the operation point around the knee of the
saturation curve. Initial conditions affecting the magnitude of inrush current are residual flux and the
point-on-wave (POW) energization as these affect the DC offset of the flux-linkage and the saturation
of the transformer. The residual flux is the flux that remains trapped in the core due to a previous de-
energization of the transformer and defines the initial DC offset of the flux in the core. The worst
inrush current is obtained with maximum residual flux and energization at voltage zero crossing,
assuming that both flux contributions have the same sign. As for network factors, a high network
impedance acts as a limiting factor for inrush current, effectively minimising the voltage drop at the
transformer terminal which in turn limits the saturation of the transformer.
Sympathetic interaction in transformers first reported in 1941 [2] can occur when a transformer is
energized onto a system with long transmission lines in the presence of other electrically close and
energized transformers. The duration and magnitude of the transient magnetizing currents in the
transformers involved in sympathetic interaction differs significantly. This occurs because the
transformers already in service saturate due to the asymmetrical voltage waveforms on the system
busbar as a result of the asymmetrical voltage drop across the series resistance of the system caused by
the inrush current.
Another aspect of transformer energization is the so-called “pseudo-inrush” phenomenon that can
occur during the recovery process following a voltage sag event, such as after the clearance of a fault.
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3 TRANSIENT VOLTAGES
The Technical Brochure deals with two kinds of voltage issues associated with transformer
energization: a drop in RMS voltage, and overvoltages due to parallel network resonances (slow-front
overvoltages are not covered).
It is important to recognize that, for a power system that is operated prudently, voltage sag caused by
transformer energization does not fall into the category of voltage fluctuation and should not be
characterized by the flicker curve. Flicker is the impression of fluctuating luminance occurring when
the supply to an electrically powered lighting source is subjected to voltage fluctuation [4]. The flicker
curve is applicable to a frequency of voltage change events ranging from a few events per hour to 20
or more per second. Furthermore, transformer energization is most of the time a planned operational
event for which the associated voltage sags must be limited to the withstand level of voltage-sensitive
industrial loads. Unfortunately, there is a lack of standards which quantify voltage sag withstand
capability for high-voltage industrial loads. Utilities normally restrict the voltage sag in the network
caused by the operation of their customers and, in the absence of recognized standards, usually apply
their own internal procedures.
Harmonic resonance overvoltages may also develop when transformers are switched in high-voltage
cable systems and HVDC stations [6]. Unlike overhead-line systems, cable systems generally produce
resonance points at relatively low frequencies due to the high capacitance. If these resonance points
happen to coincide with one of the harmonics produced during transformer energization, TOVs will
build up. Likewise, the AC filter circuits connected at the HVDC stations produce several parallel
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resonance points in the impedance-frequency characteristic of the system [7] and, when excited, high
saturation overvoltages may be observed,No
especially if the system
Other Transformers has a low degree of damping.
are Connected
5.00E+02
Va
Vb 364 kVp (1.55 pu) T.O.V.
4.00E+02 Vc
3.00E+02
287 kV Energizing Bus Ph.-Gnd Voltages (kV)
2.00E+02
Distortion Voltages:
1.00E+02 53% 2nd Harmonic
29% 3rd Harmonic
20% 4th Harmonic
0.00E+00
-1.00E+02
-2.00E+02
-3.00E+02
-4.00E+02
-5.00E+02
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Time (s)
Although there is no need to study every possible transformer energization configuration, in general,
two cases need to be considered: RMS-voltage drop and resonant overvoltages. For the RMS-voltage
drop, a rough estimate of the dip can be computed from the short-circuit impedance of the supply
system and the inrush current. The latter can be calculated analytically and an example is provided in
the final Technical Brochure. The higher the short-circuit impedance and the higher the rated power of
the transformer (for a given rated voltage), the higher the RMS-voltage drop. The prediction of
temporary resonant overvoltages is more complex as it depends on the frequency response of the
feeding network. It must be noted that there is no direct link between the frequency response of the
feeding network and its short-circuit power level, implying that knowledge of the short-circuit power
of the feeding network is not enough to assess the risk of TOV when energizing a power transformer.
During modelling for transformer energization simulation studies, the general guidelines
recommended for the analysis of low-frequency or slow-front transients [8, 9, 10] can be used for
representing system components as the frequency of interest ranges from DC up to 1kHz.
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4.2 Study Zone
It is a common practice to create a study zone where the system must be modelled in detail. Besides
the target transformer and the circuit-breaker energizing it, the study zone should normally include the
equipment in the same or neighbouring substations that may interact with the inrush harmonic currents
and associated voltages. For the system outside the study zone, a network equivalent capable of
reproducing the frequency response of the network in the range of the inrush current frequencies may
be used.
An alternative to the use of a frequency dependent network equivalent (FDNE) is to model the system
up to a sufficient boundary. In order to determine the minimum extent of this boundary, which
depends on the particular case being studied, the distance (both horizontally and vertically, i.e. at the
same voltage level and at different voltage levels) from the energized transformer should be increased
progressively up to a point where a further extension does not change the results in a significant
manner. Figure 3 illustrates the technique on the horizontal distance where representing the 400 kV
network up to three nodes away from the target transformer is sufficient to represent the resonance
points approximately. As a general principle, the model should be extended in priority to the electrical
nodes containing components with higher capacitances as these will affect the frequency response the
most.
Figure 3 Frequency response as a function of the horizontal distance (same voltage level)
4.3 Transformers
The transformer being energized has to be represented in sufficient detail so that it generates the inrush
currents that are the primary source of harmonic current injections in the system. An exact
representation of transformers is more complex than any other network component required for
energization studies. In transformer energization and resonance studies, the leakage impedance,
winding resistance, nonlinear saturation and core losses, air-core inductance, magnetic phase coupling,
residual flux and zero sequence impedance of the transformer need to be represented as a minimum [8,
9, 10].
The transformer core has an intrinsic nonlinear behaviour due to the saturation of the ferromagnetic
material. This nonlinear characteristic is the prime source of harmonic current injection and needs to
be modelled accurately. The most critical parameters are the final slope of the saturation curve (air-
core inductance) and the value of the saturation flux. The location of the core representation in the
transformer model topology is also important. The residual flux value is a fundamental parameter
during the re-energization of a transformer since it affects the first peak of the inrush current. The
possible approaches to modelling the various aspects of transformers are given in detail in the
Technical Brochure. In addition, an example of how to calculate the saturation curve of a transformer
from a no-load test report is provided in the annexes of the Technical Brochure.
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All electromagnetic transient analysis software packages include some form of transformer
representation to be used in simulations. The two most frequently used models are based on an
extension of the Steinmetz model to multi-phase transformers, and the use of either a branch
impedance or admittance matrix. Both types of models present significant limitations for simulating
some core designs. An extensive explanation of both models is provided in the Technical Brochure.
The main concern in the presence of long HVAC cable circuits or large concentration of short HVAC
cables is normally harmonic resonance excited by inrush currents, and hence the frequency of interest
is normally restricted to the lower end of the harmonic spectrum. The frequency dependency in cables
is more pronounced than in overhead lines mainly because of their highly nonlinear nature. For
transient studies, a distributed parameter model is recommended unless the cable is very short in
length. It is also desirable to have a model that is capable of reproducing the frequency dependency
behaviour of the cable.
4.5 Generators
For generator modelling a distinction is made between synchronous and asynchronous machines. Both
IEC TR 60071-4 [9] and CIGRE TB 39 [8] recommend the generalized Park’s model for low-
frequency transients based on the complete equations in the direct and quadrature axes. However, in
transformer energization studies the speed control may be neglected as there is no significant active
power variation. As for the voltage control the modelling must be aware of the behaviour of the
regulator in the presence of the voltage harmonics. In cases where TOV is a concern, automatic
voltage regulator (AVR) should be included in the overall generator model as it could be responding to
an RMS voltage dip. In the case of asynchronous generation such as wind turbines, behaviour of the
wind turbine generators during a voltage change is complex and is mainly determined by the
electronic converter controls designed to comply with the Fault Ride Through (FRT) requirements of
Distribution and Grid Codes that may differ from country to country. Hence it is preferable to ask for a
detailed model from the manufacturer applicable to the case under investigation.
4.6 Loads
Loads in the power system can have a significant effect on the response of the network to transformer
energization as they provide important damping of transient overvoltages. It is important to recognise
that large customer loads with synchronous motors that contribute to system fault levels may help to
mitigate voltage sag due to the flow of inrush current through the network. However, large induction
motors subjected to terminal voltage sag will absorb increasing reactive power due to their voltage
versus slip characteristic and hence may aggravate the voltage sag after a few cycles. Therefore, it is
particularly important to include, in the system model in detail, large loads that are located close to the
transformer to be energized. The Technical Brochure covers in greater detail the different types of
loads categorized as industrial, commercial and residential/distribution.
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If a circuit breaker is equipped with a closing resistor it has to be simulated. Further information on
modelling the opening operation of circuit breaker can be found in the full Technical Brochure.
It is common practice to include surge arresters in the modelling as they will absorb part of the energy
if the overvoltages are high enough. It should be emphasised that TOVs release a large amount of
energy compared to the surge arrester’s energy capability and therefore the principal concern with
them is whether or not they will sustain damage during the energization transient [11].
5 MITIGATION MEASURES
RMS voltage dips can be disruptive to power quality sensitive loads and the temporary overvoltages
can impose excessive stresses on equipment. Hence, various methods have been proposed or are
already in use to control or eliminate transformer inrush currents and prevent the above undesirable
effects, including harmonic resonant overvoltages.
The most widely referred but also the most complex mitigation technique involves the control of the
closing times of the energizing circuit breaker as opposed to random three-phase closing. Transformer
energization by segregated-pole breakers equipped with a special purpose point-on-wave (POW)
control can minimize the inrush currents and has been demonstrated to be very effective, particularly
in cases where voltage dip due to random closing can be high. The success of the POW technique
requires that the closing characteristics of the breaker be stable, repeatable, and have a relatively small
pole scatter. This is particularly important if the circuit breaker is going to operate several times a day
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or hundreds of times a year. One particular example quotes a reduction of inrush current by a factor of
30, from 1500A to a value of 50A [13].
It must be noted that the commissioning of any practical and effective POW system for transformer
switching involves a number of tests, including some on-line uncontrolled or pseudo-random closings
in order to determine the parameters required for input to the controller. These tests include off-line
breaker timing test, energization (uncontrolled closing) test for sensor calibration, energization tests to
determine the Rate of Decrease of Dielectric Strength (RDDS) and optimal POW closing test.
Pre-insertion resistors installed in series with the main circuit breaker interrupters are another well
known method for the effective reduction of inrush current. They are relatively large and best
performance is achieved only by an optimal choice of the resistance value and the pre-insertion time.
However, the addition of switching devices equipped with pre-insertion resistors in series with the
energizing breaker is probably not practical because such devices are either unavailable or would have
to be specially ordered from manufacturers, possibly at a high cost. Circuit breakers equipped with
pre-insertion resistors are also no longer available for voltages lower than 500 kV since modern EHV
breakers are designed for use with POW closing.
Another method that is used for reducing the inrush current is the appropriate selection of an on-load
tap on the transformer to be energized which exceeds the power frequency voltage applied before
energizing. A higher number of excited turns produce a lower flux density in the core and hence less
inrush current.
Generator scheduled voltage can be lowered, leading to a proportional decrease in the pre-switching
steady-state voltages and consequently reducing the voltage on the system side of the open energizing
breaker. Minimizing the number of unloaded and energized lines and setting the sending-end
transformers at the lowest tap position will also assist in reducing system voltages. While effective
when voltage dip is only somewhat higher than acceptable limits, this method will probably not be
sufficient, by itself, to correct severe voltage dip problems or resonant overvoltages.
Energizing the transformer using disconnector switches instead of a circuit breaker is also a technique
that has been used by some utilities to reduce the inrush currents during transformer energization. The
disconnector switch contact has to be rated for this type of duty, to prevent the contact from becoming
welded. It should be noted that as disconnector switches are relatively slow devices, this technique
may result in pre-striking or flashover close to the voltage peak with the possibility of multiple
extinctions and re-striking producing high-frequency transients that will be imposed on the
transformer windings, stressing transformer insulation.
De-fluxing of the transformer core prior to energization and thereby reducing the magnitude of the
worst-case inrush currents is another technique. However, for most applications, this is neither
convenient nor practical. Other alternative methods have been proposed and these are mentioned in the
final Technical Brochure with appropriate references.
Mitigating inrush currents will conveniently mitigate temporary resonant overvoltages. However,
other methods have also been proposed. Network configurations leading to parallel resonances (as
seen from the energizing bus) at or close to undesirable harmonic frequencies can be identified. If only
a few configurations of the external network are responsible for the resonances, then it might be
feasible to de-tune these parallel resonances prior to energization by temporarily changing the system
configuration. This can be achieved by connecting or disconnecting elements such as unloaded lines,
cables, shunt capacitor banks or shunt reactors. Furthermore, adding as much load as possible before
energizing the transformer leads to a decrease in the magnitude of the impedance (due to increased
resistance) and, consequently, to a reduced amplification of the injected harmonic currents.
Alternatively, a high source impedance can be reduced by bringing additional generators online, since
a higher number of generators results not only in a lower overall system inductance but also in a shift
in resonances to a higher frequency band.
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6 CONCLUSIONS
Several study cases/examples, most with comparative simulation and field measurements, will be
provided in the annexes of the Technical Brochure.
BIBLIOGRAPHY
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